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myAM NX 11.0.0100.05 Acceptance Tests

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ECS-56372 Summary | Details
11.0.0125, 11.0.0100.01
"Handing Out" Of "Unassigned Doses" For Billing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Turnstiles [EDIT]
  • Facilities Listing by Program
  • FrontDeskCheckIn
  • Medication Dispensing
  • Dispense
  • Confirm Dose(s) to Dispense
  • Client Search
  • myAM Dosing History [VIEW]
  • Medication Administered (Meth) [VIEW]
  • Job Titles [EDIT]
  • Billing Batches Management
  • FinanceClaims
  • Claim 2.0 [EDIT]
Scenario 1: Unassigned Dosing - Validating Handing Out Doses Assigns A Facility And Program To The Dose
Specific Setup:
  • At least one facility that allows dispensing is configured.
  • The Unassigned Doses feature is configured and enabled.
  • Unassigned Doses exist that have the same amount as the client medication order that will be used.
  • At least one client that has an amount on the medication order that matches the Unassigned Dose amount.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click the "Dispensing" button.
  3. Validate the "Facility" value on the upper right side of the page.
  4. Validate the Unassigned Dose exists for the amount the client will receive
  5. Validate the access code is available.
  6. Select the client to be used.
  7. Click the dispense button for the client.
  8. Validate the Unassigned Dose dialog displays.
  9. Enter the code for the dose to be given.
  10. Validate the record is updated to indicate the dose is "Taken".
  11. Exit out of the Dispensing Screen.
  12. Navigate to "Client > Client Information > Health Information > myAM Dosing History".
  13. Select the client that was dispensed to in the precondition.
  14. Select the row that has the proper "Medication", "Dose Date" and "Date/Time Administered".
  15. Validate the "Program Providing Service" matches the program the client is enrolled in.
  16. Validate the "Facility Providing Service" matches the facility that appeared on the "Dispensing Screen".
Scenario 2: Unassigned Dosing - Validating Handing Out Doses Assigns The Facility And Program Of Where The Dose Was Dispensed - Dispensing At Alternative Facilities
Specific Setup:
  • At least two facilities exist that can dispense medications.
  • The first facility will be the facility the client belongs to. This will be called "Homefacility" in this example.
  • The second facility will be the facility the client does not belong to. This will be called the "Guestfacility" for this example.
  • The workstation being used will be configured for the "Guestfacility".
  • The job title of the staff is configured to allow dosing at other facilities.
  • The Unassigned Doses feature is configured and enabled.
  • Unassigned Doses exist that have the same amount as the client medication order that will be used.
  • At least one client that has an amount on the medication order that matches the Unassigned Dose amount.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click the "Dispensing" button.
  3. Validate the "Facility" value on the upper right side of the page indicates it is the "Guestfacility".
  4. Mount the inventory that is needed.
  5. Validate the Unassigned Dose exists for the amount the client will receive.
  6. Validate the access code is available.
  7. Select the client to be used.
  8. Validate the client is found and there is an icon on the left that looks like a suitcase.
  9. Click the dispense button for the client.
  10. Validate the Unassigned Dose dialog displays.
  11. Enter the code for the dose to be given.
  12. Validate the record is updated to indicate the dose is "Taken".
  13. Exit out of the Dispensing Screen.
  14. Navigate to "Client > Client Information > Health Information > myAM Dosing History".
  15. Select the client that was dispensed to in the precondition.
  16. Select the row that has the proper "Medication", "Dose Date" and "Date/Time Administered".
  17. Validate the "Program Providing Service" matches the program the client is enrolled in.
  18. Validate the "Facility Providing Service" matches the facility that appeared on the "Dispensing Screen".
Scenario 3: Opioid Treatment Program Billing - Validate Unassigned Doses That Are Handed Out Generate Claims
Specific Setup:
  • OTP Medicare Payer has been configured with Dispensation.
  • A client exists that was handed out "Unassigned Doses" for the previous week.
  • Medication associated with Rate has been dispensed for Clinic and Take Home doses.
  • Qualifying Service Events have been performed.
Steps
  1. Navigate to "Finance > Claim/Invoice Processing > Batch Listing > Billing Batches Management".
  2. Click "New Run" and "Start New Billing Run".
  3. Select "Submitter" associated with "Payer" from preconditions.
  4. Set "Run Description" and set "From Date" to the prior Monday.
  5. Set "Through Date" to the prior Sunday.
  6. Check "Receiver" and click "Proceed".
  7. Select the client that had an Unassigned Dose handed to them.
  8. Upon completion of "Billing Execution Interval",
  9. Validate the claims are generated for that client.
  10. Validate the claim amount contains the correct rate amount.
Topics
• Dispensing • Finance
ECS-56674 Summary | Details
11.0.0125, 11.0.0100.03
Claim Listing Lookup Table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance
  • Finance > Claim Maintenance > Automatic > Claim Information
  • Select a Claim
  • Claim Maintenance
  • Finance > Claim Maintenance > Manual - Adjustment > Claim
  • Select Claim
  • Claim Listing - Submitted
  • Finance > Claim Maintenance > SSPS Roster Type D > Claim
Scenario 1: Validate Status Column On Select A Claim Lookup Table
Specific Setup:

Requires various claims with different statuses (paid, partially paid, denied).

Steps
  1. Navigate to "Finance > Claim Maintenance > Automatic > Claim Information".
  2. Click "Select Claim" button.
  3. Search for the desired claim.
  4. Validate it contains desired status.
  5. Repeat for a different claim with a different status.
  6. Repeat tests for Manual - Adjustment Claims.
  7. Repeat tests for SSPS Roster Type D Claims.
Topics
• Finance
ECS-58792 Summary | Details
11.0.0100.05, 11.0.0125.02, 11.0.0075.07, 11.0.0150
API Import Templates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency Setup >Other Setups >Import File Template >Fields Layout
  • Select Template
  • Agency Setup > Other Setups > Import File Template > Import File Template
  • Select Template -- Webpage Dialog
  • Agency Setup > Other Setups > Import File Template > Fields Layout
Scenario 1: Import Template "API Create a Person"
Specific Setup:
  • User has access to Agency Setup module.
  • Import template of "API Create Person" is present.
Steps
  1. Navigate to "Agency Setup >Other Setups >Import File Template".
  2. Click on the "Select" template.
  3. Set the "Description" to "API Create".
  4. Click the "Search" button.
  5. Validate the "API Create a Person" template is present within results.
  6. Click on the "API Create a Person".
  7. Validate form opens.
  8. Click on the "Fields Layout" tab and validate desired fields.
Scenario 2: Validate API Import Templates
Specific Setup:
  • User has access to Agency Setup module.
  • Import template of "API Create Person" is present.
  • Import template of "API Create Client" is present.
  • Import template of "API Update Person" is present.
Steps
  1. Navigate to "Agency Setup > Other Setups > Import File Template > Fields Layout".
  2. Click "Select Template".
  3. Search and select "API Create a Client".
  4. Click "Generate JSON Layout".
  5. Verify the "JSON Layout" window exists.
  6. Click "Close".
  7. Repeat step 1 for the following templates:
  8. "API Create a Person".
  9. "API Update a Person".
Topics
• Agency Setup • Imports
ECS-60632 Summary | Details
11.0.0125, 11.0.0050.07, 11.0.0075.04, 11.0.0100.02, 11.0.0075.05, 11.0.0050.08, 11.0.0100.03
Manual Self Pay Claims
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finance
  • Finance >Claim Maintenance >Manual - Self Pay >Claim
  • Select Claim
  • Claim - Manual Self-Pay
  • Self-Pay Clients With Security
  • Rate Details
  • Finance >Claim Maintenance >Manual - Self Pay >Submission Information
Scenario 1: Creation of Manual Self Pay Claims
Specific Setup:
  • Access to Finance Module.
  • Client has an active Self Pay Benefit Assignment.
Steps
  1. Navigate to "Finance >Claim Maintenance >Manual - Self Pay >Claim".
  2. Click "Select Claim".
  3. Set "Claim #" to "%".
  4. Click "Search".
  5. Click "New".
  6. Click "Client" button and select desired client.
  7. Fill in remain required fields.
  8. Save.
  9. Click on the "Submission" tab.
  10. Validate the submission contains desired "Payer" from "Self Pay Benefit Assignment".
  11. Click on the "Claims" tab.
  12. Edit the claim such as different rate details.
  13. Save.
  14. Click on "Submission" tab.
  15. Click "Refresh" button.
  16. Validate the "Submission" contains desired "Payer" from "Self Pay Benefit Assignment".
  17. Validate the submission contains updated information.
Scenario 2: Creation of Manual Self Pay Claims
Specific Setup:
  • Access to Finance Module.
  • Client has an active Self Pay Benefit Assignment.
Steps
  1. Navigate to "Finance >Claim Maintenance >Manual - Self Pay >Claim".
  2. Click "Select Claim".
  3. Set "Claim #" to "%".
  4. Click "Search".
  5. Click "New".
  6. Click "Client" button and select desired client.
  7. Fill in remain required fields.
  8. Save.
  9. Click on the "Submission" tab.
  10. Validate the submission contains desired "Payer" from "Self Pay Benefit Assignment".
  11. Click on the "Claims" tab.
  12. Edit the claim such as different rate details.
  13. Save.
  14. Click on "Submission" tab.
  15. Click "Refresh" button.
  16. Validate the "Submission" contains desired "Payer" from "Self Pay Benefit Assignment".
  17. Validate the submission contains updated information.
Topics
• Finance
ECS-60905 Summary | Details
11.0.0125, 11.0.0075.05, 11.0.0050.08, 11.0.0100.03
DeviceHub 2.0.8.0 Version Release And Staff ID Assigned To Dispensing Record
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FrontDeskCheckIn
  • Medication Dispensing
  • Dispense
  • Override Take Home Limit
  • Report Selection Picklist
  • Report Parameters PickList
  • All Clients With Security for Reports
  • Dispensing Activity by Client
  • Agency [EDIT]
  • Dispense Labels (Custom)
  • Client Personal Information [EDIT]
  • Select File for Upload
  • Scan Document
  • Client Search
Scenario 1: "Device Hub 2.0.8.0" - Validate "Device Hub 2.0.8.0" Is Required
Specific Setup:
  • The current System is on a build less than 11.0.0125.
  • The Device Hub 2.0.8 has been installed. (for example testing in non-Production environments).
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click the "Dispense" Button.
  3. Validate a message box displays indicating "Installed Device Hub version : 2.0.8.0 is not supported for this functionality. Please contact your system administrator if you believe this needs to be corrected."
  4. Click the "Continue" button.
  5. Validate the "Facility" is blank.
  6. Exit the Dispensing Screen.
Scenario 2: Dispensing - Validate Staff Is Assigned Correctly With Multiple Workstation Sessions Open
Specific Setup:
  • At least two users are available to log into the system. These users will be referred to as "User1" and "User2"
  • Each user will open a new window using the same browser. Each window will be referred to as "Window1" and "Window2".
  • The session time out feature is set to a known value.
  • Both users will be using the same workstation.
  • A client to dispense to.
Steps
  1. Log into the system with "User1" in "Window1".
  2. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  3. Click the "Dispense" button.
  4. Wait until the session time out has been exceeded for "User1" in "Window1".
  5. Have "User2" open "Window2".
  6. Log into the system.
  7. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  8. Click the "Dispense" button.
  9. Wait until the session time out has been exceeded for "User2" in "Window2".
  10. Select "Window1", this will have the "dispense" form open.
  11. Select a client.
  12. Dispense the client.
  13. Navigate to "Reports > myAM Reports > Dispensing > Dispensing Activity by Client".
  14. Enter the dates for when the "dispense" occurred
  15. Select the report.
  16. Preview the report.
  17. Validate the "Dispensed By" staff displays "User1".
Scenario 3: Dispensing - Validate Take Home Labels Display Staff In "Dispensed By" Field
Specific Setup:
  • At least two users are available to log into the system. These users will be referred to as "User1" and "User2"
  • Each user will open a new window using the same browser. Each window will be referred to as "Window1" and "Window2".
  • The session time out feature is set to a known value.
  • Both users will be using the same workstation.
  • A client to dispense to.
  • The custom labels are configured for the system and the "Dispensed By" field is on the label.
Steps
  1. Log into the system with "User1" in "Window1".
  2. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  3. Click the "Dispense" button.
  4. Wait until the session time out has been exceeded for "User1" in "Window1".
  5. Have "User2" open "Window2".
  6. Log into the system.
  7. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  8. Click the "Dispense" button.
  9. Wait until the session time out has been exceeded for "User2" in "Window2".
  10. Select "Window1", this will have the "dispense" form open.
  11. Select a client.
  12. Dispense the client.
  13. Validate the label displays the "User1" staff name in the "Dispensed By" field.
  14. Navigate to "Reports > myAM Reports > Dispensing > Dispensing Activity by Client".
  15. Enter the dates for when the "dispense" occurred
  16. Select the report.
  17. Preview the report.
  18. Validate the "Dispensed By" staff is "User1" for that dispense.
Scenario 4: DeviceHub 2.0.8.0 - Validate Scanning Functions
Specific Setup:
  • DeviceHub 2.0.8 is installed.
  • Scanner is connected to workstation.
  • A form is configured to upload a file.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click the "Dispense" button.
  3. Navigate to form configured for uploads.
  4. Upload the file.
  5. Validate the upload is successful.
  6. Do a single page scan.
  7. Validate the single page scan functions and uploads.
  8. Do a multi page scan
  9. Validate the multi-page functions and uploads.
Topics
• Dispensing • Setup
ECS-61071 Summary | Details
11.0.0125, 11.0.0100.03
Report - "Inventory Reconciliation"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Report Selection Picklist
  • NX Report Processor
  • Medication Dispensing
  • Prepour
  • FrontDeskCheckIn
  • Alert
  • Dispense
  • Spill/Destroy
  • Spill/Destroy Dose
Scenario 1: Inventory Reconciliation Report - "Destroyed In Vault" and "Prepoured In Vault"
Specific Setup:
  • Medication item that has been "Destroyed".
  • Medication that can be "Prepoured".
  • User has access to Reports module.
Steps
  1. Navigate to "Reports > myAM Reports > Dispensing > Inventory Reconciliation".
  2. Set the desired "From Date", "Through Date" and "Report Selection".
  3. Click the "Preview" button.
  4. Validate output contains desired information within the "Destroyed In Vault" and the "Prepoured In Vault" fields.
  5. Click the "Close" button.
Topics
• myAM • Reports
ECS-61138 Summary | Details
11.0.0125, 11.0.0100.03
Container Transfers
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dispense - Inventory Transfer [Add]
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
  • Medication Dispensing - Inventory
  • Inventory Container (Non Empties)
  • Inventory Container By Inventory Type
  • Agency > Inventory Management > Container Management > Container Transactions
  • Inventory Container
  • Agency > Inventory Management > Container Management >Container Transactions
Scenario 1: Dispensing - Transferring Container - Validate Decimal Values Function With Partial Amounts Transferred
Specific Setup:
  • At least two containers of decimal value inventory exist.
  • The first container will be named "From1". The second container will be named "To1".
  • The values of the amounts in the containers are known.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click the "Dispense" button.
  3. Click the "Transfer Inventory" button.
  4. Select the "from" container. In this example "From1".
  5. Validate the "Amount Before Transfer" is the correct amount. Example 228.0.
  6. Select the "Container to Transfer To" look up search button.
  7. Select the "To" container. In this example "To1".
  8. Enter value with decimals greater than the "Amount Before Transfer". Example 229.5.
  9. Validate a check mark exists in the field "Is The Container Being Transferred From Empty?
  10. Enter a reason in the "Reason For Emptying Bottle With A Non-Zero Amount".
  11. Select "Save".
  12. Validate a message box displays. It will indicate an adjusting amount will be made to the "From" container. In this example "1.5" will be the amount.
  13. Continue the process.
  14. Navigate to "Agency > Inventory Management > Container Management > Container Transactions".
  15. Search and select the "from" container. In this example "From1".
  16. Validate the amount remaining is zero and the status is empty.
  17. Select the container.
  18. Validate an "Adjustment" exists for the date of the transaction with the correct amount. In this example "1.5".
  19. Validate there is a "Transfer From This Container" entry amount entered. In this example 229.5.
  20. Select the "Inventory Container" button.
  21. Search and select the for the "to" container. In this example "To1".
  22. Validate for the date of the transaction there is a "Transaction Type" of "Transfer To This Container".
  23. Validate the amount is equal to the amount transferred. In this example 229.5.
Scenario 2: Dispensing - Transferring Container - Validate Whole Numbers Function With Partial Amounts Transferred
Specific Setup:
  • At least two containers of decimal value inventory exist.
  • The first container will be named "From1". The second container will be named "To1".
  • The values of the amounts in the containers are known.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click the "Dispense" button.
  3. Click the "Transfer Inventory" button.
  4. Select the "from" container. In this example "From1".
  5. Validate the "Amount Before Transfer" is the correct amount. Example "228".
  6. Select the "Container to Transfer To" look up search button.
  7. Select the "To" container. In this example "To1".
  8. Enter value greater than the "Amount Before Transfer". Example "229".
  9. Validate a check mark exists in the field "Is The Container Being Transferred From Empty?".
  10. Enter a reason in the "Reason For Emptying Bottle With A Non-Zero Amount".
  11. Select "Save".
  12. Validate a message box displays. It will indicate an adjusting amount will be made to the "From" container. In this example "1" will be the amount.
  13. Continue the process.
  14. Navigate to "Agency > Inventory Management > Container Management > Container Transactions".
  15. Search and select the "from" container. In this example "From1".
  16. Validate the amount remaining is zero and the status is empty.
  17. Select the container.
  18. Validate an "Adjustment" exists for the date of the transaction with the correct amount. In this example "1".
  19. Validate there is a "Transfer From This Container" entry amount entered. In this example "229".
  20. Select the "Inventory Container" button.
  21. Search and select the for the "to" container. In this example "To1".
  22. Validate for the date of the transaction there is a "Transaction Type" of "Transfer To This Container".
  23. Validate the amount is equal to the amount transferred. In this example "229".
  24. Redo the test entering a value less than what contains in the container.
  25. Validate the proper prompts display.
  26. Validate the transactions for the inventory display correctly.
Topics
• Dispensing • Inventory
ECS-61230 Summary | Details
11.0.0100.05, 11.0.0125.02, 11.0.0150
Restrictions/Alerts Within Front Desk NX
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client
  • Clients
  • Restrictions Major
  • Client Search
  • Alert [ADD]
  • New Referral to the Agency [ADD]
  • Restrictions Minor [ADD]
  • Facilities for Restrictions Subform
  • Service Providers
  • Restrictions Major [ADD]
  • MedicationDispenseQueue
  • Personal Information - All Form Set
  • Restrictions Major [Edit]
  • Personal Information - All
  • Diversion Control [ADD]
  • Diversion Control [EDIT]
  • Alert [EDIT]
  • Medication Order [ADD]
  • Dispensation Programs by Client
  • Staff Service Providers - Program/Site/Workgroup
  • Inventory Drug by Program
  • Medication Dispensing Schedule Type Filtered
  • Event Definition - Alerts and Restrictions [EDIT]
  • Restrictions Minor [EDIT]
  • Restrictions Minor [VIEW]
  • Clients with active dispensation orders
  • Medication Dispensing
  • FrontDeskCheckIn
  • Alert
  • Check In/Out Form Set
  • People Search
  • Restrictions Major [View]
Scenario 1: Alerts/Restrictions in the Client Module
Specific Setup:
  • "Client" has one or more "Alerts/Restrictions" entered at "Client >Client Information >Critical Information >Alerts/Restrictions".
Steps
  1. Navigate to the "Client" Module.
  2. Click on "Select Client".
  3. Search and select desired "Client".
  4. Validate an icon for an "Alert/Restriction" will display in the "R/A" column.
  5. Click on the icon.
  6. The "Alert/Restriction" form will display.
  7. Close the form.
  8. Select the "Client".
  9. Validate all "Alerts/Restrictions" display for the "Client" selected.
Scenario 2: Validate My Pending Referral Widget Displays Client Alerts
Steps
  1. Navigate to "Client > Client Information > Critical Information > Alerts/Restrictions".
  2. Select desired "Client".
  3. Enter desired "Alert/Restriction".
  4. Navigate to "Referral > Agency Referral > Referral Information > Referral Information".
  5. Create a new Referral for the Client selected in step 2.
  6. Enter the referral status as "Accepted".
  7. Navigate to "Taskbar > My Homeview > Homeview Launcher > Homeview".
  8. Click on "Widgets" button.
  9. Check "My Pending Referrals"
  10. Validate the "My Pending Referral" widget loads.
  11. Validate it contains desired "Referral".
  12. Validate the "Client Alert" image is visible.
Scenario 3: Dispensing - Validate Alerts/Restriction Icon in the myAM Front Desk Dispensing Queue
Specific Setup:

User has access to the myAM Front Desk Dispensing Queue.

Steps
  1. Navigate to "Client > Client Information > Critical Information > Alerts/Restrictions".
  2. Click "Select Client".
  3. Search and select desired "Client".
  4. Click "Add New".
  5. Select desired "Alert" from the drop down list.
  6. Fill out required fields.
  7. Click "Save".
  8. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > myAM Front Desk Dispensing Queue".
  9. Click "Client Search Look-up Table" button.
  10. Validate the "Restrictions/Alerts" column exists in the Client search.
  11. Validate the "Restrictions/Alerts" column contains assigned alerts for each Client.
  12. Search and select desired "Client".
  13. Validate the Alert/Restriction is listed in the Client row.
  14. Click the "Alert/Restriction".
  15. Validate the page contains selected Alert information.
  16. Close out of the Alert page.
  17. Navigate back to "Taskbar > Attendance Check In/Out > Check In/Out > myAM Front Desk Dispensing Queue".
  18. Click "Refresh".
  19. Validate the Alert/Restriction is no longer listed in the client row.
Scenario 4: Alerts - Validate "Display In Dispense Screen" Option For Medication Dispensing
Specific Setup:
  • User has access to enable/disable "Display In Dispense Screen" option in "Setup > Event Setup > Alerts and Restrictions > Events Setup".
  • Client needs to have an active "Medication Order" in order to be shown in the "Medication Dispensing" page.
Steps
  1. Navigate to "Setup > Event Setup > Alerts and Restrictions > Events Setup".
  2. Click a desired minor "Alert/Restriction" name cell.
  3. Check the "Display In Dispense Screen" checkbox.
  4. Click "Save".
  5. Navigate to "Client > Client Information > Critical Information > Alerts/Restrictions".
  6. Click "Select Client".
  7. Search and select desired client.
  8. Click "Add New".
  9. Select a desired minor "Alert/Restriction" from the drop down list.
  10. Fill out required fields.
  11. Click "Save".
  12. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > myAM Front Desk Dispensing Queue".
  13. Click the "Search Clients Look-Up Table" button.
  14. Search and select desired client.
  15. Validate the client row contains the minor "Alert/Restriction".
  16. Click the "Front Desk NX" tab.
  17. Click the "Dispense" button.
  18. Click the "Client" tab in the "Medication Dispensing" page.
  19. Validate the client is in the "Client Search" result queue.
  20. Validate the client cell contains desired minor "Alert/Restriction" icon.
  21. Click the "Desired Client" cell.
  22. Validate the desired minor "Alert/Restriction" is listed in the "Notes/Alerts" section.
  23. Click "Close".
  24. Navigate to "Setup > Event Setup > Alerts and Restrictions > Events Setup".
  25. Click desired minor "Alert/Restriction" name cell.
  26. Uncheck the "Display In Dispense Screen" checkbox.
  27. Click "Save".
  28. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > myAM Front Desk Dispensing Queue".
  29. Click "Refresh".
  30. Click the "Search Clients Look-Up Table" button.
  31. Search and select desired client.
  32. Validate the client row does not contain the minor "Alert/Restriction".
  33. Click the "Front Desk" tab.
  34. Click the "Dispense" button.
  35. Click the "Client" tab in the "Medication Dispensing" page.
  36. Validate the client cell does not contain desired "Alert/Restriction" icon.
  37. Click the "Desired Client" cell.
  38. Validate the desired minor "Alert/Restriction" is not listed in the "Notes/Alerts" section.
  39. Click "Close".
  40. Navigate to "Setup > Event Setup > Alerts and Restrictions > Events Setup".
  41. Click desired major "Alert/Restriction" name cell.
  42. Check the "Display In Dispense Screen" checkbox.
  43. Click "Save".
  44. Navigate to "Client > Client Information > Critical Information > Alerts/Restrictions".
  45. Click "Add New".
  46. Select a desired major "Alert/Restriction" from the drop down list.
  47. Fill out required fields.
  48. Click "Save".
  49. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > myAM Front Desk Dispensing Queue".
  50. Click "Refresh".
  51. Click the "Search Clients Look-Up Table" button.
  52. Search and select desired client.
  53. Validate the client row contains the major "Alert/Restriction".
  54. Click the "Font Desk NX" tab.
  55. Click the "Dispense" button.
  56. Click the "Client" tab in the "Medication Dispensing" page.
  57. Validate the client cell contains desired major "Alert/Restriction" icon.
  58. Click the "Desired Client" cell.
  59. Click "Continue" in the major alert window.
  60. Validate the desired major "Alert/Restriction" is listed in the "Notes/Alerts" section.
  61. Click "Close".
  62. Navigate to "Setup > Event Setup > Alerts and Restrictions > Events Setup".
  63. Click desired major "Alert/Restriction" name cell.
  64. Uncheck the "Display In Dispense Screen" checkbox.
  65. Click "Save".
  66. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > myAM Front Desk Dispensing Queue".
  67. Click "Refresh".
  68. Click the "Search Clients Look-Up Table" button.
  69. Search and select desired client.
  70. Validate the client row does not contain the major "Alert/Restriction".
  71. Click the "Front Desk NX" tab.
  72. Click the "Dispense" button.
  73. Click the "Client" tab in the "Medication Dispensing" page.
  74. Validate the client cell does not contain desired major "Alert/Restriction" icon.
  75. Click the "Desired Client" cell.
  76. Validate the desired major "Alert/Restriction" is not listed in the "Notes/Alerts" section.
  77. Click "Close".
Scenario 5: Front Desk - Validate Alerts/Restrictions in Client Search
Specific Setup:

User has access to "Alerts/Restrictions".

Steps
  1. Navigate to "Client > Client Information > Critical Information > Alerts/Restrictions".
  2. Click "Select Client".
  3. Search and select desired client.
  4. Click "Add New".
  5. Select desired "Alert/Restriction" from the drop down list.
  6. Fill out required fields.
  7. Click "Save".
  8. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  9. Click "Select Client".
  10. Search and select client used in "Alerts/Restrictions".
  11. Validate the "Alert/Restriction" is listed in the "Client Information" tab.
  12. Navigate to "Client > Client Information > Critical Information > Alerts/Restrictions".
  13. Click the "Alert/Restriction".
  14. Set the "Alert Statement" text area to a desired description.
  15. Click "Save".
  16. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  17. Click "Select Client".
  18. Search and re-select the desired client.
  19. Click the "Alert/Restriction" icon.
  20. Click "Refresh" within the "Alert/Restriction" page.
  21. Validate the description is listed in the "Alert Statement" text area.
  22. Close out of the "Alert/Restriction" page.
  23. Navigate to "Client > Client Information > Critical Information > Alerts/Restrictions".
  24. Click the "Alert/Restriction".
  25. Click the "Delete" button.
  26. Click "OK" in the message window.
  27. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  28. Click "Select Client".
  29. Search and re-select the desired client.
  30. Validate the "Alert/Restriction" is not listed.
Topics
• Alerts • Dispensing • Front Desk
ECS-61622 Summary | Details
11.0.0125, 11.0.0100.05
Transferring Inventory, Container and Lot Numbers
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Inventory Transfer [Add]
  • Inventory Container (Non Empties)
  • Inventory Container By Inventory Type
  • FrontDeskCheckIn
  • Dispense - Inventory Transfer [Add]
  • Agency > Inventory Management > Inventory Item Transfer > Inventory Container Transfer
  • Medication Dispensing
Scenario 1: Transfering Inventory - Validate The Container And Lot Numbers Display
Specific Setup:
  • Staff has access to Inventory Management.
  • Staff has access to the Dispensing Screen.
  • Containers exist that need to be transferred.
Steps
  1. Navigate to "Agency > Inventory Management > Inventory Item Transfer > Inventory Container Transfer".
  2. Click the "Add New" button.
  3. Select "Inventory Transfer" event.
  4. Set the "Container to Transfer From" field to desired container.
  5. Validate the container and lot number display.
  6. Set the "Container To Transfer To" field to the desired container.
  7. Validate the container and lot number display.
  8. Set the "Amount To Transfer Out" field to the desire amount.
  9. Enter appropriate information within the "Reason For Emptying Container With Non-Zero Amount" field.
  10. Click the "Save" button.
  11. Validate alert message stating that an adjustment was made to the container, and click the "OK" button.
  12. Validate the container numbers and lot numbers display in the "Container To Transfer From" and "Container To Transfer To" columns.
  13. Select the record saved
  14. Validate the form opens and displays the container numbers then lot numbers.
  15. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  16. Select the "Dispense" button.
  17. Select the "Transfer Inventory" tab.
  18. Transfer inventory from one container to another.
  19. Validate during the process the container numbers display first and then the lot number.
Topics
• Inventory
ECS-62578 Summary | Details
11.0.0100.05, 11.0.0125.02, 11.0.0075.07, 11.0.0150
Dispensing Screen Performance Improvements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
  • Medication Dispensing
  • Dispense
  • Agency > Inventory Management > Container Management > Container Transactions
  • Inventory Container
  • Container Transactions [View]
  • Client > Client Information > Health Information > Medication Administration
  • Return
  • Return Dose
  • Return Dose - Alert
  • Select Client
  • Medication Dispensing - Exception
  • Medication Dispensing - Exception Order - Change Dose
  • Medication Order Exception
  • Dispensation Programs by Client
  • Inventory Drug by Program
  • Type of Dose For Dispensing
  • Medication Dispensing- Record Bottle Return
  • Medication Dispensing -Inventory
  • Mount Inventory
  • Medication Dispensing - Inventory
  • Alert
  • Inventory Container Management Form Set
  • FrontDeskCheckIn
  • Client Search
  • Medication Order [ADD]
  • Staff Service Providers - Program/Site/Workgroup
  • Medication Dispensing Schedule Type Filtered
  • Medication Order [Edit]
  • Prepour
  • Client > Client Information > Health Information > Medications
  • Client > Client Information > Health Information > Dispensable Medications-Active
  • Agency Setup > Other Setups > Turnstiles > Peripherals
  • Peripherals [Edit]
  • Medication Dispensing - Spill Destroy
  • Medication Dispensing - Spill Destroy Dose
  • Medication Dispensing - Client - Dispense
  • Message - Client has major restrictions
  • MedicationDispenseQueue
  • Methadone Dispensing Queue
  • Agency [EDIT]
  • Dispensation Facilities
Scenario 1: Dispense Screen - Returning Liquid Medication Dispensed - Inventory Container is Available To Be Used
Specific Setup:
  • A client will have a dispensed dose.
  • The dispense that occurred was from liquid inventory.
  • The Inventory Container is available to be used.
  • Access to "Agency > Inventory Management > Container Management > Container Transactions".
  • Access to "Client > Client Information > Health Information > Medication Administration".
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  2. Click on the "Dispense" button.
  3. Select the client to have the dose returned.
  4. Select the "Return" Menu Item.
  5. A listing of the dispenses will display.
  6. Select the line item and click "Return".
  7. A message box will display.
  8. Validate the wording contains accurate dose amount, date, and lot and container the dose come out of.
  9. Enter the reason.
  10. Save the form.
  11. Click the "Dispense" menu item.
  12. Validate the dispense that was returned is available to be dispensed.
  13. Exit out of the dispensing screen.
  14. Navigate to "Agency > Inventory Management > Container Management > Container Transactions".
  15. Select the container that the dispense was returned to.
  16. Validate the "Transaction Type" of "Return To Inventory" exists for the dispense that was returned.
  17. Navigate to "Client > Client Information > Health Information > Medication Administration".
  18. Validate the dose that was returned indicates "Not Administered".
Scenario 2: Dispense - Validate Returning PrePours Displays Container
Specific Setup:
  • A client has been handed out the poured dose.
  • The medication the client medication order uses is mounted.
Steps
  1. Navigate to "“Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In.”
  2. Click on the "Dispense" button.
  3. Select the client in the precondition.
  4. Return the dose the client was given.
  5. Validate when the container displays one time.
  6. Validate the container information is accurate.
  7. Close the form.
Scenario 3: Dispense - "Bulk Prepour" - Validate "Exception Dose" , "Change Dose" Functions
Specific Setup:
  • A client will exist that has doses to be modified is not at the maximum dose count and has doses to be poured.
  • A client will exist that has dose count at maximum value, and has no doses to be poured.
  • The parameters entered for the filter will display the clients needed.
  • The medications are mounted that will match the drug type.
Steps
  1. Click the "Search" button.
  2. The client in the precondition will display in the "Clients Ready For Prepour" section.
  3. Click on the client with the maximum doses met This is the client that has no doses left to pour.
  4. Validate the little diamond icon in on the client.
  5. Validate all there are green check marks next to all the doses displayed.
  6. Click on the "Exception" button.
  7. Validate the "Exception" pop up window displays.
  8. Validate the doses will display and there is no "Change" dose option.
  9. Validate the only option is to "Add Dose".
  10. Click Close.
  11. Select the client that is not at the maximum dose count.
  12. Validate the diamond icon displays.
  13. Validate the client has "Scheduled" status doses on the right window.
  14. Click the "Exceptions" button.
  15. Validate the "Change" option exists for the doses scheduled.
  16. Click the "Change" button for a dose that can be changed.
  17. Validate the "Change Dose" form displays.
  18. Change the amount to a different value.
  19. Change the "Dose Type" to the other selection. Example, If this is a "Clinic Visit" change to "Take Home" etc.
  20. Enter a "Reason" of any type.
  21. Click Save.
  22. Validate the record is changed to the new values on the "Exception" window.
  23. Click "Close" in the exception window.
  24. Validate the "Clients Ready For Prepour" right window updates with the changed values.
  25. Click "Search" to refresh the form.
  26. Validate the values are still to what they were changed to.
Scenario 4: Dispense - "Bulk Prepour" - Validate "Exception Dose" , "ADD Dose" Functions
Specific Setup:
  • A client will exist that has doses to be modified is not at the maximum dose count and has doses to be poured.
  • A client will exist that has dose count at maximum value, and has no doses to be poured.
  • The parameters entered will display the clients needed.
  • The medications are mounted that will match the drug type.
Steps
  1. Click the "Search" button.
  2. The client in the precondition will display in the "Clients Ready For Prepour" section.
  3. Click on the client with the maximum doses met This is the client that has no doses left to pour.
  4. Validate the little diamond icon in on the client.
  5. Validate all there are green check marks next to all the doses displayed.
  6. Click on the "Exception" button.
  7. Validate the "Exception" pop up window displays.
  8. Click "Add Dose".
  9. Validate the "Medication Order Exception [ADD]" form displays.
  10. Add the exception dose. This feature has not changed. When adding, the "Inventory Drug" will be identical to the medication displaying from the search.
  11. Click "Save".
  12. Validate the added record displays on the "Exception" form.
  13. Click "Close".
  14. Validate the record count for the maximum "Doses" column has increased by one.
  15. Validate the "Green Check Mark" is no longer displaying.
  16. On the right display the dose added will be displayed.
  17. Validate the data is accurate to what was entered.
  18. Validate there is no "Green Check Mark" next to the row just added.
  19. Validate the "Time Dispensed" is blank.
  20. Validate the "Dispensed by" is blank.
  21. Select the client that is not at the maximum dose count.
  22. Validate the diamond icon displays.
  23. Validate the client has "Scheduled" status doses on the right window.
  24. Click "Exception".
  25. Add a new record.
  26. Save the record.
  27. Validate the maximum dose count is increased.
  28. Validate the right window displays the record added.
  29. Validate the status is "Scheduled".
  30. Validate the "Time Dispensed" is blank.
  31. Validate the "Dispensed By" is blank.
  32. Click the "Search" button to refresh the form.
  33. Validate the two clients still display the added records.
Scenario 5: Dispense - "Bulk Prepours" - Validate "Returning Doses" Functions
Specific Setup:
  • A client that has had all the doses for the parameters entered at no more pours.
  • The medication to return is mounted.
  • The medication was poured out of the container that is mounted.
  • The "Search" list has been generated for the "Bulk Prepours".
Steps
  1. Select the client from the "Search" list generated.
  2. Note the amount in the container.
  3. Validate the maximum pours to do is at the full amount. Example, the doses will show 5 of 5.
  4. Validate the "Doses" display a green check mark.
  5. Click the "Return" button.
  6. Validate the "Return" doses popup box displays with the doses that can be returned.
  7. Click "Return" on one of the line items.
  8. Validate the "Return Dose" form displays.
  9. Validate the information on the form is the dose that was chosen.
  10. Enter a reason.
  11. Click "Save".
  12. Validate the item no longer displays as a "Return" on the "Return" form.
  13. Close the "Return" Form.
  14. Validate the client row no longer is at the max doses poured/dispense. It will be one less than when this process started.
  15. Validate the green check mark no longer displays.
  16. Validate the "Status" of the dose for the returned item displays "Scheduled".
  17. Click "Search" to refresh the form.
  18. Validate the return still displays accurately.
  19. Validate the amount in the container has increased by the returned amount.
Scenario 6: Dispense -Validate the “Bottle Return” Count Displays on Client Section
Specific Setup:
  • A client will exist that has outstanding "Take Home" containers.
  • The containers are mounted that will allow the client to be selected.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  2. Select the client that will have the containers to be returned.
  3. On the dispensing form validate under the client picture there is wording indicating "Current Bottles" followed by a value.
  4. Select the "Bottle Return" button.
  5. Validate the count that displays is equal to the count under the client picture.
  6. Return one bottle.
  7. Validate the dispense screen displays the new "Current Bottle" value, and that it is accurate.
  8. Click "Bottle Return" button.
  9. Validate the "Current Bottles" is identical to what displays under the client picture.
  10. Set the bottle return value so the quantity will be "-1", and add a reason.
  11. Validate an "Alert" displays indicating "You have entered a "Bottles Return" value which will result in a negative number of bottles out."
  12. Click "Continue".
  13. Validate the form displays and the system did not remove or add any containers.
  14. Enter a "-1" value for the "Bottles Returned".
  15. Validate an "Increase Bottles Check Out" message displays.
  16. Validate the message indicates " You have entered a negative amount. This will INCREASE the number of bottles checked out to this client. Do you wish to continue.".
  17. Click "No".
  18. Validate the count did not increase or decrease.
  19. Repeat the process and click "Yes".
  20. Validate the field under the client picture "Current Bottles" increased by the value entered.
  21. Click "Bottle Return".
  22. Set the value so when completed no outstanding containers will exist, and add a note.
  23. Validate the "Current Bottles" indicates zero.
  24. Click "Bottle Return".
  25. Validate the "Current Bottles" is at zero.
  26. Enter an "alpha character" value for the "Bottles Returned".
  27. Click "Save".
  28. Validate the Alert Message: "A numeric 'Bottles Returned' value must be present." displays.
  29. Click the "Continue" button.
  30. Enter an "alpha character" followed by a "number" value for the "Bottles Returned".
  31. Click "Save".
  32. Validate the Alert Message: "A numeric 'Bottles Returned' value must be present." displays.
  33. Click the "Continue" button.
  34. Enter a "number" and an "alpha character" value for the "Bottles Returned".
  35. Click "Save".
  36. Validate the Alert Message: "A numeric 'Bottles Returned' value must be present." displays.
  37. Click "Continue".
  38. Validate no values change after the incorrect values are entered.
  39. Click "Cancel".
Scenario 7: MultiMed Calculation - Dispensing - Validation Dispensing Of Three Medication Sizes Functions - Tablets
Specific Setup:
  1. Set up clients and Inventory to allow dispensing the below amounts. In this example these values were used.
  2. Three tablet sizes will exist on the system with inventory received for them.
  3. 2 mg tablets - scoreable into two sections of 1 mg each.
  4. 8 mg tablets - scoreable into 2 sections of 4 mg each.
  5. 12 mg tablets - one section.
  6. A client will exist for the following mg amounts. The below is how the tablets will be divided up.
  7. 12mg: 1x12mg tablet.
  8. 14mg: 1x12 + 1x2.
  9. 16mg: 2x8.
  10. 2mg: 1x2.
  11. 1mg: 0.5x2.
  12. 3mg: 1x2 + 0.5x2.
  13. 13mg: 1x12 + 0.5x2.
  14. 17mg: 1x12 + 2x2 + 0.5x2.
  15. 23mg: 1x12 + 1x8 + 1x2 + 0.5x2.
  16. The 3 container sizes will be mounted when dispensing occurs.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Note the starting container number amounts.
  3. Dispense each client in the precondition.
  4. Validate the container number amounts decrease appropriately based off tablet amounts dispensed.
  5. Navigate to "Agency > Inventory Management > Container Management > Container Transactions".
  6. Select each container that was indicated in the sizes used.
  7. Validate client has a corresponding entry in the container with the amount used for the dispense.
  8. Repeat the process above for each of the mg amounts in the precondition.
Scenario 8: Dispense Screen - Validate "Medication Name" On The Medication Order Details Window
Specific Setup:
  • Medications need to be mounted in the inventory for Medication Dispensing.
  • Medication Order needs to be created in order for it to show in Medication Dispensing.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click the "Dispense" button.
  3. In the Medication Dispensing form, click "Continue".
  4. Click the "Client" tab.
  5. Search and select "client1".
  6. Validate the information listed in the medication order is listed in the "Medication Order" table.
  7. Click "Close".
  8. Search and select "client2".
  9. Validate the first medication displays.
  10. Scroll down the medication order section.
  11. Validate the second medication order display.
Scenario 9: Multi Meds - Returning Tablet Inventory
Specific Setup:
  • Client one has been dispensed a dose from 1 tablet size.
  • Client two has been dispensed a dose from 2 tablet sizes.
  • Client three has been dispensed a dose from 3 tablet sizes.
  • The three tablet sizes will be mounted.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  2. Select the client to return the dose to.
  3. Click the "Return" button.
  4. A listing of dispenses will display.
  5. Double click the "Return" button in the "Return" window.
  6. A "Return Dose" window will display.
  7. Validate on the one container test only 1 line displays.
  8. Validate on the two container test 2 line items display.
  9. Validate on the three containers 3 line items display.
  10. Validate the lines contain the container information.
  11. Fill in any other required fields.
  12. Save the information.
  13. Click the "Dispense" button.
  14. Validate the "Dispense" displays on the dispensing screen.
  15. Exit the dispensing window.
  16. Navigate to the "Agency > Inventory Management > Container Management > Container Transactions".
  17. Validate for each container returned to, the client name displays and the correct amount exists.
  18. Navigate to "Client > Case Management > Health Information > Medication Administration".
  19. Select the client.
  20. Validate dose line representing the dose returned, displays one time and has an "Outcome" of "Not Administered".
Scenario 10: Dispense - User Defined Pump Cleaning Duration for the Pump
Specific Setup:
  • The "Ivek DC 10" Pump is being used and is set up as an "Available Device."
  • Access to "Agency Setup > Other Setups > Turnstiles > Peripherals" to configure the pump.
  • The pump cleaning process will be done.
Steps
  1. Navigate to "Agency Setup > Other Setups > Turnstiles > Peripherals."
  2. Select the pump that will be modified.
  3. Set the "How Long To Clean?" parameter to a value of "10." The value is in seconds.
  4. Save the form.
  5. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In."
  6. Click the "Dispense" button.
  7. Select the "Clean" Button on the pump device.
  8. Validate the pump cleans for the duration entered. Start the timing when the pump starts.
  9. Repeat the process above with a desired time value.
  10. Validate the pump cleans for that duration.
  11. Repeat the process with values zero and negative.
  12. Validate about a 3-second cleaning occur.
  13. Repeat the process and clear the value entered and save.
  14. Validate about a second cleaning occurs.
Scenario 11: Dispense - "Bulk Prepour" - Validate "Spill" Functions
Specific Setup:
  • A client is displaying with the "Bulk Prepour" parameters entered.
  • The client has at least 2 doses poured already.
  • The containers the pours came from are known.
  • The "Spill" functionality will be similar to "Spill" functionality when doing a normal dispense.
Steps
  1. Select the client on the search list generated.
  2. Click the "Spill/Destroy" button.
  3. Select "Spill" for the dose that will be spilled.
  4. Validate the "Spill/Destroy" popup displays.
  5. Enter a reason.
  6. Click "Save".
  7. Validate the dose does not display on the "Spill/Destroy" selection form.
  8. Close the form.
  9. Validate the right window shows the dose as scheduled.
  10. Validate the :"Time Dispensed" is blank.
  11. Validate the "Dispensed By" is blank.
  12. Navigate to "Agency > Inventory Management > Container Management > Container Transactions".
  13. Select the container the dose originally was poured from.
  14. Validate there the spill record is found for the client.
Scenario 12: Dispense- "Maximum Number of Consecutive Missed Doses Allowed" at the Agency Level
Specific Setup:
  • Set the “Maximum Number of Missed Doses Allowed” to null / blank at "Agency Setup > Agency > Agency > Agency Information".
  • Uncheck “Override Agency Dispense Settings” at "Agency > Service Locations > Sites/Residentials > General Information" for a test facility.
  • Must have at least 1 client with an active medication order.
  • Client must be enrolled at the test facility.
  • Client must have missed at least one dose of medication.
  • Must have medication mounted to the test turnstile for the medication order.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  2. Click the "Dispense" button.
  3. Click the "Client" tab of Medication Dispensing.
  4. Search and select the client from the setup.
  5. Validate a warning message displays and contains the following content: "Major Restriction: Dispense blocked due to consecutive missed doses of {Name of Medication Order drug}."
Scenario 13: myAM Front Desk Dispensing Queue - Lobby View -Validate Original Listing View Functions
Specific Setup:
  • Agency Setup > Agency > Agency > Agency Information - Show First Name + Last Initial On Dispensing is not check marked.
  • Agency Setup > Agency > Agency > Agency Information a logo exists and is set to the left.
  • At least 5 clients exist in the queue.
  • A t least two facilities that have a queue. The first will have at least 5 clients. The second will have at least one client on the list.
  • A Logo Exists for the agency.
  • The Windows Turnstiles are not set up/inactive, this location is " Agency Setup > Other Setups > myAM Window Turnstile > Window Turnstile Setup".
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > myAM Front Desk Dispensing Queue".
  2. Validate the facility is the facility with the clients.
  3. Click on the "View Lobby" button.
  4. Validate a pop up window displays "A new Version of the Lobby Interface is available but you must first configure turnstile windows".
  5. Click "OK".
  6. Validate a window displays displaying a client list.
  7. Validate the window contains the logo on the top of the page.
  8. Validate under the "Logo" is the "Welcome to" with the facility name.
  9. Validate the facility name is accurate to what was chosen.
  10. Validate the "Waiting Room" section contains the "Order Of Clients" and the "ID" values.
  11. Validate the "Order of Clients" reflects the order in the form.
  12. Click on the view lobby window and validate it can be moved around the desktop.
  13. In the queue, move the bottom client up on the list.
  14. Wait up to "20" seconds" and validate the order in the window updates automatically.
  15. Validate the "Last Updated at" date and time stamp reflect the last time the form was updated.
  16. Validate the "Waiting Room" only displays the "Order" and "Client ID".
  17. Move the queue window to the side so the application is accessible.
  18. Change the facility to the second facility.
  19. Click the "View Lobby" button
  20. Validate a second window appears and displays the queue for the second facility.
  21. Monitor the "Last Updated" date and time stamp updates.
  22. Close the windows.
  23. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  24. Check the "Show First Name + Last Initial On Dispensing".
  25. Save the form.
  26. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > myAM Front Desk Dispensing Queue".
  27. Repeat the steps above.
  28. Validate on the "Waiting Room" listing the "Client ID", and "Client Name", last name first initial display.
  29. Navigate to "Agency Setup > Agency > Agency > Agency Information".
  30. Remove the logo.
  31. Log out and back into the system.
  32. Repeat the above tests.
  33. Validate the Logo is not displaying.
Topics
• Dispensing • Inventory • Medication Orders • myAM