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myAM NX 11.0.0125 Acceptance Tests

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ECS-56372 Summary | Details
"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:
  • Client Search
  • Confirm Dose(s) to Dispense
  • Dispense
  • Facilities Listing by Program
  • FrontDeskCheckIn
  • Medication Administered (Meth) [VIEW]
  • Medication Dispensing
  • myAM Dosing History [VIEW]
  • Turnstiles [EDIT]
  • Job Titles [EDIT]
  • Billing Batches Management
  • Claim 2.0 [EDIT]
  • FinanceClaims
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-59623 Summary | Details
Clients Displayed in Medication Dispensing Screen With Exception Orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Alert
  • Client Search
  • Critical Information
  • Dispensation Programs by Client
  • Enrollment Transfer Type Look-up Table
  • Events To Do Quick Transfer
  • Facility Transfer [ADD]
  • FrontDeskCheckIn
  • Inventory Drug by Program
  • Job Titles [EDIT]
  • Medication Dispensing
  • Medication Dispensing Schedule Type
  • Medication Order [ADD]
  • Provider Sites by Program (Vacancy)
  • Service Facilities Form Set
  • Service Facilities Listing
  • Service Facility [EDIT]
  • Staff - Service Providers (Caseloads - Zip Zones)
  • Staff Service Providers - Program/Site/Workgroup
  • Turnstiles [EDIT]
  • Unit Table
  • Worker Role (to a client or in a workgroup) Table
  • Gender Table
  • Initial Enrollment for New Person [ADD]
  • Medication Dispensing Schedule Type Filtered
  • New Client Personal Information [EDIT]
  • Outside Organizations - distinct
  • Person Information [ADD]
  • Placement Events by Agency/Program - People2
  • Program Enrollment From Service Track [ADD]
  • Program Listing By Agency and Worker
  • Referral Reason Table
  • Wizard
  • WizardMPISearch
  • Container has not arrived or is expired
  • Facilities Listing by Program
  • Facility Placement for a Person [DELETE]
  • Medication Orders - Active
  • Multi-Day Exception Order [Add]
  • Multi-Day Exception Order [Edit]
  • Provider Sites by Program
Scenario 1: Multi Facility Dispensing - Validate Clients That Are Guests Display One Time When Searched
Specific Setup:
  • There will be two facilities.
  • Facility 1 will be the "Home Facility", Facility 2 will be the "Guest Facility".
  • Both facilities are configured to allow clients to be dispensed from the other facility.
  • The user is logged into Facility 1, the "Home" facility.
  • Two clients will exist.
  • Client 1 will be in Facility 1. This will be the "Home Client".
  • Client 2 will be in Facility 2. This client will be the "Guest Client".
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  2. Click "Dispense".
  3. Validate the facility name on the upper right of the dispensing screen matches Facility 1, the home facility.
  4. Search for Client 1, the home client.
  5. Validate the client displays one time in the search results.
  6. Search for Client 2, the guest client.
  7. Validate Client 2 displays one time and there is a suitcase icon next to the name.
  8. Exit the dispensing screen.
  9. Transfer Client 1, the home client, to Facility 2, the guest facility. This will make him a guest client.
  10. Redo the client search.
  11. Validate Client 1, the new guest client, displays one time.
  12. Validate the suitcase icon displays next to the name.
  13. Transfer Client 1 back to Facility 1, the home facility.
  14. Redo the search.
  15. Validate Client 1 shows one time.
  16. Validate there is no suitcase icon next to the name.
Scenario 2: Dispensing - Validate Clients Listed in Medication Dispensing
Specific Setup:
  • Desired facility is selected to user's machine in Turnstiles Setup.
  • Client must be enrolled into two programs.
  • Make sure one of the programs is a dispense program.
  • Navigate to "Setup > Security/Access > Job Titles > Job Titles".
  • Select currently used job title
  • Enable the "Can dose clients from visiting facilities in dispense screen?" option.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Click "Select Client".
  3. Click "New"
  4. Select "Intake - New" from the drop down list.
  5. Fill out required fields.
  6. Click "Finish".
  7. Click the "Display Menu of Actions" button.
  8. Select "New Program Enrollment" from the drop down list.
  9. Fill out required fields.
  10. Click "Save".
  11. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  12. Click "Select a Facility".
  13. Search and select desired facility.
  14. Click "Medication/Dispense Settings" tab.
  15. Uncheck the "Client from other facilities can be dispensed at this facility?" checkbox.
  16. Click "Save".
  17. Navigate to "Client > Client Information > Health Information > Medications".
  18. Click "Add New".
  19. Select "Add Event" from the drop down list.
  20. Select "Medication Order" from the drop down list.
  21. Fill out required fields.
  22. Click "Save".
  23. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  24. Click "Dispense".
  25. In the "Medication Dispensing" page,
  26. Click the "Client" tab.
  27. Search and select desired client.
  28. Verify the "Client" cell exist.
  29. Click the "Client" cell.
  30. Verify the "Client Dispense" button exists.
  31. Click "Close".
Scenario 3: Dispensing - Validate Clients Transferring Facilities With Exception Orders
Specific Setup:
  • Three facilities will be used.
  • Will be known as "Facility A", "Facility B" and "Facility C".
  • Client needs to be enrolled in a dispense program in "Facility A" and create a "Medication Order".
  • A "Medication Order" needs to be created in order to create a "Multi-Day Exception Order".
  • A "Medication Order" needs to be created in "Facility A" that will be expired once the client transfers to "Facility B".
  • Client needs to have a medication order previously created and dispensed.
  • Be sure "Clients from other facilities can be dispensed at this facility" checkbox is unchecked for "Facility A".
Steps
  1. Navigate to "Agency Setup > Other Setups > Turnstiles > Turnstiles Setup".
  2. Click currently used "Workstation" cell.
  3. Set the "Facility Look-Up Table" field to "Facility A".
  4. Click "Save".
  5. Navigate to "Client > Client Information > Health Information > Medications".
  6. Click "Select Client".
  7. Search and select desired client.
  8. Click "Add New".
  9. Select "Add Event" from the drop down list.
  10. Select "Multi-Day Exception Order" from the drop down list.
  11. Fill out required fields.
  12. Click "Save".
  13. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  14. Click "Dispense".
  15. Click the "Client" tab.
  16. Search and select desired client.
  17. Click the desired client cell.
  18. Verify the "Client Dispense" button exist.
  19. Click the "Inventory" tab.
  20. Click the "Unmount" button.
  21. Close out of the "Medication Dispensing" page.
  22. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  23. Click the "Display of Actions" button.
  24. Select "Transfer to Another Facility" from the drop down list.
  25. Set the "Facility Look-Up Table" button to "Facility B".
  26. Fill out other required fields.
  27. Click "Save".
  28. Navigate to "Client > Client Information > Health Information > Medications".
  29. Open the previously created "Multi-Day Exception Order".
  30. Validate the note contains "Order expired automatically due to client enrollment changes. Order expired automatically via entry of new order."
  31. Click "Close".
  32. Click "Add New".
  33. Select "Add Event" from the drop down list.
  34. Select "Multi-Day Exception Order" from the drop down list.
  35. Fill out required fields.
  36. Click "Save".
  37. Navigate to "Agency Setup > Other Setups > Turnstiles > Turnstiles Setup".
  38. Click the "Workstation" cell.
  39. Set the "Facility Look-Up Table" field to "Facility B".
  40. Click "Save".
  41. Navigate to "Agency > Service Locations > Sites/Residentials > General Information".
  42. Click "Select a Facility" button.
  43. Search and select "Facility B".
  44. Click "Medication/Dispense Settings" tab.
  45. Check the "Clients from other facilities can be dispensed at this facility?" checkbox.
  46. Click "Save".
  47. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  48. Click "Dispense".
  49. In the "Medication Dispensing" page.
  50. Click the "Client" tab.
  51. Search and select desired client.
  52. Verify the "Client" cell exists.
  53. Mouse over the "Client" cell.
  54. Validate the "Client Identification" window contains "Facility B".
  55. Click the "Client" cell.
  56. Verify the "Client Dispense" button exists.
  57. Search for a client that is outside of "Facility B".
  58. Verify the "Client" cell exists.
  59. Validate the "Client" cell contains a "Suitcase" icon.
  60. Mouse over the "Client" cell.
  61. Validate the "Client Identification" window contains "Client has active order outside of this facility".
  62. Click "Close".
Topics
• Dispensing
ECS-59795 Summary | Details
Disallow Take Home Medications
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Alert
  • Client Personal Information [EDIT]
  • Client Search
  • Dispensation Programs by Client
  • Dispense
  • Facilities Listing by Program
  • FrontDeskCheckIn
  • Inventory Drug by Program
  • Medication Dispensing
  • Medication Dispensing Schedule Type Filtered
  • Medication Order [ADD]
  • Medication Order [Edit]
  • Staff Service Providers - Program/Site/Workgroup
  • Turnstiles [EDIT]
  • Medication Order First Dispense
  • Type Of Dose For Dispensing Filtered
  • Medication Orders - Active
  • Multi-Day Exception Order [Add]
  • Manual Dose Schedule Subform
  • Manual Medication Order [ADD]
  • Manual Medication Order [EDIT]
  • Active Flexible Medication Orders
  • Flexible Medication Dose [ADD]
  • Flexible Medication Order [ADD]
  • Type of Dose For Dispensing
Scenario 1: Dispensing - Validate "Disallow Take-Home Meds" Option
Specific Setup:

User has turnstile setup aligned to their workstation in Agency Setup.

Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics".
  2. Click "Select Client" button.
  3. Search and select desired client.
  4. Click the "Other" tab.
  5. Check the "Disallow Take-Home Meds" checkbox.
  6. Click "Save".
  7. Navigate to "Client > Client Information > Health Information > Medications".
  8. Click "Add New".
  9. Select "Add Event" from the drop down list.
  10. Select "Medication Order" from the drop down list.
  11. Validate the "Take Home" option is not listed under the daily schedule selection.
  12. Fill out required fields.
  13. Click "Save".
  14. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  15. Click the "Dispense" button.
  16. In the "Medication Dispensing" form,
  17. Click "Continue" button.
  18. Click the "Client" tab.
  19. Search and select desired client.
  20. Validate no take-home doses are listed in the "Dispense Timeline".
  21. Dispense the medication.
  22. Close out of both the "Dispense" option and "Medication Dispensing" page.
  23. Navigate back to "Client > Client Information > Personal Information > Demographics".
  24. Uncheck the "Disallow Take-Home Meds" checkbox.
  25. Click "Save".
  26. Navigate to "Client > Client Information > Health Information > Medications".
  27. Add another "Medication Order" event.
  28. Validate the "Take-Home" option is listed in the daily schedule selection.
  29. Fill out required fields.
  30. Click "Save".
  31. Navigate to the "Medication Dispensing" page.
  32. Click the "Client" tab.
  33. Search and select desired client.
  34. Validate the "Take-Home" option is listed in the "Dispense Timeline".
  35. Dispense the medication.
  36. Close out of both the "Dispense" option and "Medication Dispensing" page.
Scenario 2: Dispensing - Validate "Disallow Take-Home Meds" For Split Doses
Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics".
  2. Click "Select Client" button.
  3. Search and select desired Client.
  4. Click the "Other" tab.
  5. Check the "Disallow Take-Home Meds" checkbox.
  6. Click "Save".
  7. Navigate to "Client > Client Information > Health Information > Medications".
  8. Click "Add New".
  9. Select "Add Event" from the drop down list.
  10. Select "Medication Order" from the drop down list.
  11. Fill out required fields.
  12. Validate the "Take Home" option is not listed.
  13. Check the "Is Split Dose" checkbox.
  14. Fill out other required fields.
  15. Click "Save".
  16. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  17. Click "Dispense" button.
  18. In the "Medication Dispensing" form,
  19. Click the "Client" tab.
  20. Search and select desired Client.
  21. Validate the "Dispense Timeline" contains the clinic visit split dose schedule.
  22. Click "Close".
  23. Navigate to "Client > Client Information > Personal Information > Demographics".
  24. Click "Select Client" button.
  25. Search and select desired Client.
  26. Click the "Other" tab.
  27. Uncheck the "Disallow Take-Home Meds" checkbox.
  28. Click "Save".
  29. Navigate to "Client > Client Information > Health Information > Medications".
  30. Click "Add New".
  31. Select "Add Event" from the drop down list.
  32. Select "Medication Order" from the drop down list.
  33. Fill out required fields.
  34. Validate the "Take Home" option is listed.
  35. Check the "Is Split Dose" checkbox.
  36. Fill out other required fields.
  37. Click "Save".
  38. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  39. Click "Dispense" button.
  40. In the "Medication Dispensing" form,
  41. Click the "Client" tab.
  42. Search and select desired Client.
  43. Validate the "Dispense Timeline" contains the take home split dose schedule.
  44. Click "Close".
Scenario 3: Dispensing - Validate "Disallow Take-Home Meds" for Multi Day Exception Order
Specific Setup:
  • 2 Medication Orders will need to be created in Medications.
  • One that is a Clinic Visit.
  • The second is Take Home.
Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics".
  2. Click the "Select Client".
  3. Search and select desired client.
  4. Click the "Other" tab.
  5. Check the "Disallow Take-Home Meds" checkbox.
  6. Click "Save".
  7. Navigate to "Client > Client Information > Health Information > Medications".
  8. Click "Add New".
  9. Select "Add Event" from the drop down list.
  10. Select "Multi-Day Exception Order" from the drop down list.
  11. Select the previously created "Clinic Visit" medication order in the "Original Medication Order Look-Up Table" button.
  12. Validate the previously created clinic visit medication order is listed in the required fields.
  13. Fill out other required fields.
  14. Click "Save".
  15. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  16. Click the "Dispense" button.
  17. In the "Medication Dispensing" form,
  18. Click the "Client" tab.
  19. Search and select desired client.
  20. Validate the "Dispense Timeline" contains multi-day exception med order schedule.
  21. Validate the "Dispense Timeline" only contains clinic visit orders.
  22. Click "Close".
  23. Navigate to "Client > Client Information > Personal Information > Demographics".
  24. Click the "Other" tab.
  25. Uncheck the "Disallow Take-Home Meds" checkbox.
  26. Click "Save".
  27. Navigate to "Client > Client Information > Health Information > Medications".
  28. Click "Add New".
  29. Select "Add Event" from the drop down list.
  30. Select "Multi-Day Exception Order" from the drop down list.
  31. Select the previously created "Take Home" medication order in the "Original Medication Order Look-Up Table" button.
  32. Validate the previously created "Take Home" medication order is listed in the required fields.
  33. Fill out other required fields.
  34. Click "Save".
  35. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  36. Click the "Dispense" button.
  37. In the "Medication Dispensing" form,
  38. Click the "Client" tab.
  39. Search and select desired client.
  40. Validate the "Dispense Timeline" contains multi-day exception med order schedule.
  41. Validate the "Dispense Timeline" contains take home orders.
  42. Click "Close".
Scenario 4: Dispensing - Validate "Disallow Take-Home Meds" For Manual Medication Exception Orders
Specific Setup:

User has access to enter a "Manual Medication Exception Order" in Medications.

Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics".
  2. Click the "Select Client".
  3. Search and select desired client.
  4. Click the "Other" tab.
  5. Check the "Disallow Take-Home Meds" checkbox.
  6. Click "Save".
  7. Navigate to "Client > Client Information > Health Information > Medications".
  8. Click "Add New".
  9. Select "Add Event" from the drop down list.
  10. Select "Manual Medication Exception Order" from the drop down list.
  11. Validate "Clinic Visit" is listed in the "Order Type" option in the SubForm.
  12. Validate "Take Home" is not listed in the "Order Type" option in the SubForm.
  13. Fill out other required fields.
  14. Click "Save".
  15. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  16. Click the "Dispense" button.
  17. In the "Medication Dispensing" form,
  18. Click the "Client" tab.
  19. Search and select desired client.
  20. Validate the "Dispense Timeline" contains manual medication exception order schedule.
  21. Click "Close".
  22. Navigate to "Client > Client Information > Personal Information > Demographics".
  23. Click the "Other" tab.
  24. Uncheck the "Disallow Take-Home Meds" checkbox.
  25. Click "Save".
  26. Navigate to "Client > Client Information > Health Information > Medications".
  27. Open the recently created "Manual Medication Exception Order".
  28. Validate the "Take Home" option is listed in the "Order Type" in the SubForm.
  29. Select the "Take Home" option in the "Order Type" look-up table.
  30. Fill out other required fields.
  31. Click "Save".
  32. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  33. Click the "Dispense" button.
  34. In the "Medication Dispensing" form,
  35. Click the "Client" tab.
  36. Search and select desired client.
  37. Validate the "Dispense Timeline" contains "Manual Medication Exception Order" schedule.
  38. Validate the "Dispense Timeline" contains take home order.
  39. Click "Close".
Scenario 5: Dispensing - Validate "Disallow Take-Home Meds" for Manual Medication Order
Specific Setup:

User has access to enter a "Manual Medication Order" in Medications.

Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics".
  2. Click the "Select Client".
  3. Search and select desired client.
  4. Click the "Other" tab.
  5. Check the "Disallow Take-Home Meds" checkbox.
  6. Click "Save".
  7. Navigate to "Client > Client Information > Health Information > Medications".
  8. Click "Add New".
  9. Select "Add Event" from the drop down list.
  10. Select "Manual Medication Order" from the drop down list.
  11. Validate "Clinic Visit" is listed in the "Order Type" option in the SubForm.
  12. Validate "Take Home" is not listed in the "Order Type" option in the SubForm.
  13. Fill out other required fields.
  14. Click "Save".
  15. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  16. Click the "Dispense" button.
  17. In the "Medication Dispensing" form,
  18. Click the "Client" tab.
  19. Search and select desired client.
  20. Validate the "Dispense Timeline" contains "Manual Medication Order" schedule.
  21. Click "Close".
  22. Navigate to "Client > Client Information > Personal Information > Demographics".
  23. Click the "Other" tab.
  24. Uncheck the "Disallow Take-Home Meds" checkbox.
  25. Click "Save".
  26. Navigate to "Client > Client Information > Health Information > Medications".
  27. Open the recently created "Manual Medication Order".
  28. Validate the "Take Home" option is listed in the "Order Type" in the SubForm.
  29. Select the "Take Home" option in the "Order Type" look-up table.
  30. Fill out other required fields.
  31. Click "Save".
  32. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  33. Click the "Dispense" button.
  34. In the "Medication Dispensing" form,
  35. Click the "Client" tab.
  36. Search and select desired client.
  37. Validate the "Dispense Timeline" contains "Manual Medication Order" schedule.
  38. Validate the "Dispense Timeline" contains take home order.
  39. Click "Close".
Scenario 6: Dispensing - Validate "Disallow Take-Home Meds" for Flexible Medication Order
Specific Setup:
  • There's an exception for using the "Disallow Take-Home Meds" option for submitting a Flexible Medication Order.
  • Both "Clinic Visits" and "Take Home" option will be visible whether the "Disallow Take-Home Meds" is enabled/disabled.
Steps
  1. Navigate to "Client > Client Information > Personal Information > Demographics".
  2. Click "Select Client" button.
  3. Search and select desired client.
  4. Click "Other" tab.
  5. Check the "Disallow Take-Home Meds" checkbox.
  6. Click "Save".
  7. Navigate to "Client > Client Information > Health Information > Medications".
  8. Click "Add New".
  9. Select "Add Event" from the drop down list.
  10. Select "Flexible Medication Order" from the drop down list.
  11. Fill out required fields.
  12. Click "Save".
  13. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  14. Click "Dispense".
  15. In the "Medication Dispensing" page,
  16. Click the "Client" tab.
  17. Search and select desired client.
  18. Click "Add Flex Dose" button.
  19. Fill out required fields.
  20. Validate both "Clinic Visit" and "Take Home" option are listed in the "Type of Dose Look-Up Table" button.
  21. Select "Clinic Visit".
  22. Click "Save".
  23. Validate the recently created "Flex Medication Dose" is listed in the "Dispense Timeline".
  24. Validate the "Flex Medication Order" is listed as "Clinic".
  25. Click "Close".
  26. Navigate to "Client > Client Information > Personal Information > Demographics".
  27. Click "Other" tab.
  28. Uncheck the "Disallow Take-Home Meds" checkbox.
  29. Click "Save".
  30. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  31. Click "Dispense".
  32. In the "Medication Dispensing" page,
  33. Click the "Client" tab.
  34. Search and select desired client.
  35. Click "Add Flex Dose" button.
  36. Fill out required fields.
  37. Validate both "Clinic Visit" and "Take Home" option are listed in the "Type of Dose Look-Up Table" button.
  38. Select "Take Home".
  39. Click "Save".
  40. Validate the recently created "Flex Medication Dose" is listed in the "Dispense Timeline".
  41. Validate the "Flex Medication Order" is listed as "Take Home".
  42. Click "Close".
Topics
• Dispensing
ECS-59800 Summary | Details
Dispense Button in Front Desk
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Alert
  • FrontDeskCheckIn
  • Medication Dispensing
  • Security Scheme [EDIT]
  • Security Schemes
Scenario 1: Dispense Button - Validate "Disable Dispense in Front Desk NX" Control Access To The Dispense Button
Specific Setup:

User has access to dispense setup in Agency Setup.

Steps
  1. Navigate to "Agency Setup > Staff and Security Setup > Navigation Access > Access Definition".
  2. Click the "Navigation Scheme" button.
  3. Search and select desired scheme.
  4. Click the "Dispense Setup" tab.
  5. Check the "Disable Dispense in Front Desk NX" checkbox.
  6. Click "Save".
  7. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  8. Validate the "Dispense" button is no longer listed.
  9. Navigate back to "Agency Setup > Staff and Security Setup > Navigation Access > Access Definition".
  10. Uncheck the "Disable Dispense in Front Desk NX" checkbox.
  11. Click "Save".
  12. Logout and re-login.
  13. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  14. Validate the "Dispense" button is listed.
Topics
• Dispensing
ECS-59801 Summary | Details
Display Alerts/Restrictions on Dispense Screen
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Alert
  • Check In/Out Form Set
  • Client has minor restrictions
  • Client Search
  • Clients with active dispensation orders
  • Dispense
  • Event Definition - Alerts and Restrictions [EDIT]
  • Facilities for Restrictions Subform
  • FrontDeskCheckIn
  • Medication Dispensing
  • Medication Order First Dispense
  • MedicationDispenseQueue
  • Personal Information - All Form Set
  • Restrictions Major [ADD]
  • Restrictions Major [Edit]
  • Restrictions Minor [ADD]
  • Restrictions Minor [EDIT]
  • Service Providers
Scenario 1: Alerts/Restrictions - Validate Alerts/Restrictions in Dispense Screen
Specific Setup:
  • At least one alert has the "Display in Dispense Screen" parameter check marked, enabled. This is located in "Setup > Event Setup > Alerts And Restrictions > Events Setup".
  • At least one alert has the "Display in Dispense Screen" parameter not check marked, disabled. This is located in "Setup > Event Setup > Alerts And Restrictions > Events Setup".
  • One is a Major Restriction and the other is a Minor Restriction.
Steps
  1. Navigate to "Setup > Event Setup > Alerts And Restrictions > Events Setup".
  2. Select desired "Alert/Restriction".
  3. Verify the "Display In Dispense Screen" checkbox exist.
  4. Check the "Display In Dispense Screen" checkbox.
  5. Click "Save".
  6. Validate the "Display In Dispense Screen" checkbox is checked.
  7. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  8. Click the "Dispense" button.
  9. Click "Continue".
  10. Click the "Client" tab.
  11. Search and select desired client.
  12. Click the "View Client" button.
  13. In the "Personal Information" form,
  14. Select "Client Alerts" tab.
  15. Click "Add New".
  16. Select "Major Restriction" from the drop down list. Major Restriction has the "Display In Dispense Screen" option enabled.
  17. Fill out required fields.
  18. Click "Save".
  19. Close out of the Personal Information form.
  20. In "Medication Dispensing",
  21. Click the "Refresh" button.
  22. Verify the "Major Restriction" alert window exists.
  23. Click "Continue".
  24. Validate the "Major Restriction" alert icon is listed in the client ID cell.
  25. Validate the "Major Restriction" is listed under "Notes/Alerts".
  26. Validate the "Dispense" button is not listed.
  27. Close out the "Medication Dispensing" form.
  28. Navigate to "Setup > Event Setup > Alerts And Restrictions > Events Setup".
  29. Select the "Major Restriction" alert.
  30. Uncheck the "Display In Dispense Screen" checkbox.
  31. Click "Save".
  32. Navigate back to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  33. Click the "Dispense" button.
  34. Click the "Client" tab.
  35. Search and select desired client.
  36. Verify the "Major Restriction" alert is not listed.
  37. Verify the "Dispense" button exists.
  38. Close out of the "Medication Dispensing" page.
  39. Navigate to "Client > Client Information > Critical Information > Alerts/Restrictions".
  40. Search and select desired Client.
  41. Click "Add New" button.
  42. Select "Minor Restriction" from the drop down list.
  43. Fill out required fields.
  44. Click "Save".
  45. Navigate back to the "Medication Dispensing" page.
  46. Verify the "Minor Restriction" alert page exists.
  47. Click "Continue".
  48. Validate the "Minor Restriction" icon is listed in the client ID cell.
  49. Validate the "Minor Restriction" is listed under "Notes/Alerts".
  50. Close out of the page.
  51. Disable the "Display in Dispense Screen" option for the "Minor Restriction" alert.
  52. Navigate back to the "Medication Dispensing" page.
  53. Validate the "Minor Restriction" icon is not listed in the client ID cell.
  54. Validate the "Minor Restriction" is not listed under "Notes/Alerts".
  55. Close out of the page.
  56. Enable the "Display in Dispense Screen" option for both the "Major Restriction" and "Minor Restriction" alert.
  57. Navigate back to the "Medication Dispensing" page.
  58. Validate both the "Major Restriction" and "Minor Restriction" alert icons are listed in the client ID cell.
  59. Validate both the "Major Restriction" and "Minor Restriction" alert icons are listed under "Notes/Alerts".
  60. Close out of the page.
  61. Navigate to "Client > Client Information > Critical Information > Alerts/Restrictions"
  62. Expire the "Major" and "Minor" restrictions.
  63. Navigate back to the "Medication Dispensing" page.
  64. Search and select desired client.
  65. Validate both the "Major Restriction" and "Minor Restriction" alert icons are not listed in the client ID cell.
  66. Validate both the "Major Restriction" and "Minor Restriction" alert icons are not listed under "Notes/Alerts".
  67. Close out of the page.
Topics
• Alerts • Dispensing
ECS-59802 Summary | Details
“myAM Front Desk Dispensing Queue” Client Search Alerts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Alert [ADD]
  • Alert [EDIT]
  • Client Search
  • Clients with active dispensation orders
  • Dispensation Programs by Client
  • Diversion Control [ADD]
  • Diversion Control [EDIT]
  • Event Definition - Alerts and Restrictions [EDIT]
  • Facilities for Restrictions Subform
  • Inventory Drug by Program
  • Medication Dispensing Schedule Type Filtered
  • Medication Order [ADD]
  • MedicationDispenseQueue
  • Personal Information - All
  • Personal Information - All Form Set
  • Restrictions Major [ADD]
  • Restrictions Major [Edit]
  • Restrictions Minor [ADD]
  • Restrictions Minor [EDIT]
  • Restrictions Minor [VIEW]
  • Service Providers
  • Staff Service Providers - Program/Site/Workgroup
Scenario 1: 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.
Topics
• Dispensing
ECS-59803 Summary | Details
"Phase of Care" on the Enrollment Information Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Personal Information [EDIT]
  • Client Search
  • Critical Information
  • Dispensation Programs by Client
  • FrontDeskCheckIn
  • Inventory Drug by Program
  • Medication Dispensing
  • Medication Dispensing Schedule Type Filtered
  • Medication Order [ADD]
  • Medication Order [Edit]
  • Phase of Care
  • Phase of Care [ADD]
  • Phase of Care [DELETE]
  • Phase of Care [EDIT]
  • Staff - Service Providers (by Staff_id)
  • Staff Service Providers - Program/Site/Workgroup
  • GenericBrowse
  • Look-up Tables Maintenance - Simple
  • SNOMED Lookup
  • Tables Maintenance - Simple Form Set
  • Phase of Care [VIEW]
  • SecurityEvents
  • Worker Role for Setups
  • Worker Roles Form Set
  • Closing Reasons - Facility Placement
Scenario 1: Phase of Care - Validate "Phase of Care" System Event Fuctionality
Specific Setup:
  • User needs to be enrolled into a dispensing program in Enrollments.
  • Security needs to be setup for selected worker role in Agency Setup.
Steps
  1. Navigate to "Client > Client Information > Health Information > Medications".
  2. Click "Select Client".
  3. Search and select desired client.
  4. Open a previously created "Medication Order".
  5. Validate the "Phase of Care" field is blank.
  6. Click "Close".
  7. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  8. Click the "Display Menu of Actions" button.
  9. Select "New Phase of Care" from the drop down list.
  10. Fill out required fields.
  11. Click "Save".
  12. Navigate back to "Client > Client Information > Health Information > Medications".
  13. Open the previously created "Medication Order".
  14. Validate the "Phase of Care" field contains the phase that was active at the time of the creation of the medication order.
  15. Click "Close".
  16. Click "Add New".
  17. Select "Add Event" from the drop down list.
  18. Select "Medication Order".
  19. Fill out required fields.
  20. Validate the "Phase of Care" field contains selected phase of care.
  21. Click "Save".
  22. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  23. Click "Dispense".
  24. In the "Medication Dispensing" page,
  25. Click the "Client" tab.
  26. Search and select desired client.
  27. Validate the "Phase of Care" section contains selected phase of care in the "Medication Order" information table.
  28. Navigate back to "Client > Client Information > Critical Information > Enrollment Information".
  29. Click the "Actions" button.
  30. Select "Correct Information" from the drop down list.
  31. Change the "Phase of Care" field to a different phase.
  32. Click "Save".
  33. Navigate to "Client > Client Information > Health Information > Medications".
  34. Open recently created medication order.
  35. Validate the "Phase of Care" field has been updated to the recent phase.
  36. Click "Close".
  37. Navigate back to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  38. Click "Dispense".
  39. Click the "Client" tab.
  40. Search and select desired client.
  41. Validate the "Phase of Care" tab has been updated to the recent phase.
  42. Click "Close".
  43. Navigate back to "Client > Client Information > Critical Information > Enrollment Information".
  44. Click the "Delete" button in the "Phase of Care" row.
  45. Click "Delete".
  46. Select "OK" in the message window.
  47. Validate the "Phase of Care" window is no longer listed.
  48. Navigate to "Client > Client Information > Health Information > Medications".
  49. Open recently created medication order.
  50. Validate the "Phase of Care" field is listed as blank.
  51. Click "Close".
  52. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  53. Click "Dispense".
  54. Click the "Client" tab.
  55. Search and select desired client.
  56. Validate the "Phase of Care" section is listed as blank.
  57. Click "Close".
Scenario 2: Validate "Phase of Care Listing" Look-Up Table
Specific Setup:

User has security access to navigate to "Setup > System > Table Maintenance - Simple > Tables".

Steps
  1. Navigate to "Setup > System > Table Maintenance - Simple > Tables".
  2. Click the "Select Table" button.
  3. Search and select "Phase of Care Listing".
  4. Verify the "Save" button exist.
  5. Validate the "Save" button is disabled.
  6. Verify the "Cancel" button exist.
  7. Validate the "Cancel" button is disabled.
  8. Verify the "Add Row" button exist.
  9. Verify the "Description" column exist.
  10. Verify the "Shortcut Code" column exist.
  11. Verify the "Standard Code" column exist.
  12. Verify the "Generic Code" column exist.
  13. Verify the SNOMED Look-Up Table" exist.
  14. Verify the "Is Active" checkbox exist.
  15. Verify the "Is System" checkbox exist.
  16. Verify the "Actions" button exist.
  17. Click the "Add New" button.
  18. Validate a new row exist.
  19. Fill out all the fields.
  20. Click "Save".
  21. Validate the saved entries are listed.
  22. Modify the row by changing a desired column or checkbox.
  23. Click "Save".
  24. Validate the saved modified entries are listed.
  25. Click "Actions".
  26. Select "Delete" from the drop down list.
  27. Validate the row is equal to a strikethrough.
  28. Click "Save".
  29. Validate the row no longer exist.
Scenario 3: Phase of Care Listing – Validate “Is Active” Functions
Steps
  1. Navigate to "Setup > System > Table Maintenance - Simple > Tables".
  2. Click the "Select Table" button.
  3. Search and select "Phase of Care".
  4. Click "Add Row" button.
  5. Fill out desired fields.
  6. Check the "Is Active" checkbox.
  7. Click "Save".
  8. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  9. Click "Select Client" button.
  10. Search and select desired client.
  11. Click "Actions".
  12. Select "New Phase of Care" from the drop down list.
  13. Validate the recently created phase of care is listed in the "Phase of Care Look-Up Table".
  14. Select the recently created phase of care.
  15. Fill out required fields.
  16. Click "Save".
  17. Verify the "Phase of Care" row exists in the Critical Information form.
  18. Navigate to "Setup > System > Table Maintenance - Simple > Tables".
  19. Uncheck the "Is Active" checkbox for the recently created phase of care.
  20. Click "Save".
  21. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  22. Click "Actions" in the "Phase of Care" row.
  23. Select "Correct Information" from the drop down list.
  24. Click the "Phase of Care Look-Up Table" button.
  25. Verify the recently created phase of care is not listed in the search table.
  26. Close out of both the search table and "Phase of Care" form.
  27. Activate the recently created "Phase of Care" in Setup.
  28. Navigate back to "Critical Information" form.
  29. Click "Refresh".
  30. Click "Actions".
  31. Select "Correct Information" from the drop down list.
  32. Click the "Phase of Care Look-Up Table" button.
  33. Validate the recently created phase of care is listed in the search table.
  34. Close out of both the search table and "Phase of Care" form.
Scenario 4: Phase of Care - Validate Navigation Access
Specific Setup:
  • User has access to two admin credentials.
  • One is admin.
  • The other is non-admin.
  • The admin worker role will have access to "Phase of Care".
  • The non-admin worker role will not have access to "Phase of Care".
Steps
  1. Navigate to "Agency Setup > Staff and Security Setup > Worker Roles > Security for Events".
  2. Click "Select Worker Role".
  3. Search and select an admin worker role.
  4. Scroll to "Phase of Care" row.
  5. Click the "Access" cell.
  6. Validate the "Access" cell has changed from a "Green Checkmark" to a "Red X".
  7. Click "Save".
  8. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  9. Click "Select Client" button.
  10. Search and select desired client.
  11. Click "Actions".
  12. Validate "New Phase of Care" is not listed in the drop down list.
  13. Navigate back to "Agency Setup > Staff and Security Setup > Worker Roles > Security for Events".
  14. Scroll to "Phase of Care" row.
  15. Click the "Access" cell.
  16. Validate the "Access" cell has changed from a "Red X" to a "Green Checkmark".
  17. Click "Save".
  18. Navigate back to "Client > Client Information > Critical Information > Enrollment Information".
  19. Click "Actions".
  20. Validate "New Phase of Care" is listed in the drop down list.
Scenario 5: Phase of Care - Validate "Closing Reasons"
Specific Setup:
  • User has access to the "Closing Reasons" look-up table in "Setup > User Tools > Table Definitions > Look-Up Table".
  • A "Phase of Care" needs to be created in order for the "Closing Reason" field to be enabled.
Steps
  1. Navigate to "Client > Client Information > Critical Information > Enrollment Information".
  2. Click "Select Client" button.
  3. Search and select desired client.
  4. Click "Actions" in the "Phase of Care" row.
  5. Select "Correct Information" in the drop down list.
  6. Fill out the "Expiration Date [CST] - Date" and "Expiration Date [CST] - Time" fields.
  7. Validate the "Closing Reason" field is enabled.
  8. Click the "Closing Reason Look-up Table" button.
  9. Select desired description.
  10. Click "Save".
  11. Click into the "Phase of Care" link.
  12. Validate the saved entries are listed in the form.
  13. Click "Close".
Topics
• Dispensing
ECS-59806 Summary | Details
"Clear Lobby" Button in "myAM Front Desk Dispensing Queue" Window
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Alert
  • Check In/Out Form Set
  • Clients with active dispensation orders
  • Dispensation Facilities
  • Dispense Turnstiles
  • Dispense Window Turnstile Link [ADD]
  • Dispense Window Turnstile Link [EDIT]
  • Dispense Windows
  • Dispense Windows [ADD]
  • Dispense Windows [EDIT]
  • DispenseLobbyWindow
  • Facilities Listing by Program
  • FrontDeskCheckIn
  • Medication Dispensing
  • MedicationDispenseQueue
  • Response Required
  • Turnstiles [EDIT]
Scenario 1: myAM Front Desk Dispensing Queue - Validate "Clear Lobby" Menu Button Functionality
Specific Setup:
  • A turnstile needs to be setup in "Agency Setup > Other Setups > Turnstiles > Turnstiles Setup".
  • A dosing window will need to be setup in "Agency Setup > Other Setups > myAM Dosing Windows > Windows Setup".
  • A window turnstile will need to be setup in "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. Click the "Facility Look-Up Table" button.
  3. Search and select desired facility.
  4. Click the "Client Search Look-Up Table" button.
  5. Search and select desired client.
  6. Validate the selected client is listed in the dispensing queue.
  7. Click the "View Lobby" button.
  8. In the "Dispense Lobby" window,
  9. Validate the selected client is listed in the "Waiting Room" column.
  10. Click "Close".
  11. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk NX".
  12. Click the "Dispense" button.
  13. In the "Medication Dispensing" page,
  14. Click the "Client" tab.
  15. Validate the "Queue" tab is equal to selected.
  16. Validate the desired client is already listed in the "Client Search" column.
  17. Click the desired client cell.
  18. Validate the client medication dispensing information is listed.
  19. Click "Close".
  20. Click the "myAM Front Desk Dispensing Queue" tab.
  21. Click "Refresh".
  22. Click the "Client Look-Up Table" button.
  23. Search and select desired client.
  24. Click the "View Lobby" button.
  25. In the "Dispense Lobby" window,
  26. Validate the client is listed in the "Dosing Window" column.
  27. Click "Close".
  28. Click the "Clear Lobby" button.
  29. Verify the "Response Required" message window exist.
  30. Validate the message window contains "Do you want to Clear Lobby?".
  31. Click "OK" in the message window.
  32. Click "View Lobby".
  33. In the "Dispense Lobby" window.
  34. Validate the client is listed in the "Waiting Room" column.
  35. Validate the client is not listed in the "Dispense Window" column.
  36. Click "Close".
Topics
• Dispensing
ECS-59807 Summary | Details
Medication Order Window In Dispensing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Alert
  • Client Search
  • Dispensation Programs by Client
  • FrontDeskCheckIn
  • Inventory Drug by Program
  • Medication Dispensing
  • Medication Dispensing Schedule Type Filtered
  • Medication Order [ADD]
  • Medication Order [Edit]
  • Staff Service Providers - Program/Site/Workgroup
Scenario 1: 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.
Topics
• Dispensing • Medication Orders
ECS-60704 Summary | Details
Dosing Sheet Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Drug Category
  • Drug Library Form Set
  • Drug Library Maintenance [EDIT]
  • Weekly Dosing Sheet
Scenario 1: Dosing Sheet - Validate The Report Functions When The "Drug Library" Description Is Up To "300" Characters
Specific Setup:
  • A "Drug Description" that was imported into myEvolv that is between "50" and "300" characters and a "Medication Item" created from this drug description.
  • A "Drug Description" in the "Drug Library" that is "50" characters or less. Manually entered values only allow up to "50" characters.
  • A client has an active medication order using the above drug descriptions.
Steps
  1. Navigate to "Reports > myAM Reports > Dispensing > Dosing Sheet".
  2. Set the "From Date" and "Through Date" to a value up to "7" days to display the needed information in the setup/permissions.
  3. Click "Preview".
  4. Validate the report runs and displays the data accurately.
Topics
• Reports
ECS-60905 Summary | Details
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
  • Client Personal Information [EDIT]
  • Client Search
  • Scan Document
  • Select File for Upload
  • All Clients With Security for Reports
  • Dispense
  • Dispensing Activity by Client
  • Override Take Home Limit
  • Report Parameters PickList
  • Report Selection Picklist
  • Agency [EDIT]
  • Dispense Labels (Custom)
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: 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.
Scenario 3: 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 4: 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.
Topics
• Dispensing • Setup
ECS-61071 Summary | Details
Report - "Inventory Reconciliation"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Alert
  • Dispense
  • FrontDeskCheckIn
  • Medication Dispensing
  • NX Report Processor
  • Prepour
  • Report Selection Picklist
  • 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
Container Transfers
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency > Inventory Management > Container Management > Container Transactions
  • Agency > Inventory Management > Container Management >Container Transactions
  • Dispense - Inventory Transfer [Add]
  • Inventory Container
  • Inventory Container (Non Empties)
  • Inventory Container By Inventory Type
  • Medication Dispensing - Inventory
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
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-61622 Summary | Details
Transferring Inventory, Container and Lot Numbers
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dispense - Inventory Transfer [Add]
  • FrontDeskCheckIn
  • Inventory Container (Non Empties)
  • Inventory Container By Inventory Type
  • Inventory Transfer [Add]
  • Medication Dispensing - Inventory
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-61756 Summary | Details
Copying Medication Orders "Phase of Care"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Search
  • Medication Order [ADD]
  • Medication Order [VIEW] *SUBMITTED*
  • Client > Client Information > Health Information > Medications
  • Medication Order [Edit]
  • Client > Client Information > Health Information > Dispensable Medications-Active
  • Medication Order [ADD] *APPROVED*
  • Medication Order [VIEW] *APPROVED*
Scenario 1: Medication Order - Validate Copying A "Pending Approval" Medication Order Functions
Specific Setup:
  • The "Medication/Dispense Settings" have "Automatically send med orders for approval?" check marked.
  • A medication order that has been "submitted for approval".
  • At least two clients exist with medication orders that have "submitted for approval"
  • The first client,"Client1" has no phase associated with them.
  • The second client, "Client2" has a phase attached to them.
Steps
  1. Navigate to "Client > Client Information > Health Information > Medications".
  2. Select "Client1".
  3. Select the medication order to be copied.
  4. Validate the "Copy" button displays.
  5. Validate the "Copy Medication Order" check box is disabled.
  6. Validate the "Un-Submit" button displays.
  7. Validate the "Phase of Care" is blank.
  8. Click "Copy".
  9. Validate the "Medication Order [ADD]" form displays.
  10. Validate the fields that were filled in on the original order display in the copied order.
  11. Validate the "Order Date" is the current date.
  12. Validate the "Effective Date" is the current date.
  13. Validate the "Expiration Date" is the current date plus the number of days for expiring orders in the "Medication/Dispense Settings".
  14. Validate the "Phase of Care" is blank.
  15. Save the order.
  16. Validate the order displays on the "Completed Events" grid.
  17. Edit the order and validate all the fields are accurate to the data that was saved with the order.
  18. Redo the test with "Client2".
  19. Validate the "Phase of Care" displays the phase associated with the client.
  20. Validate the other results are identical.
Scenario 2: Medication Order - Validate Copying A "Modifiable" Medication Order Functions
Specific Setup:
  • A medication order exists with a status of "Modifiable" and has no "Phase" attached to it.
  • At least two clients exist.
  • The first client is "Client1" has medication order to be copied.
  • The first client, "Client1" is not part of a "Phase".
  • The second client is "Client2" and has a phase attached to them.
  • The second client has a medication order that belongs to that phase.
Steps
  1. Navigate to "Client > Client Information > Health Information > Medications".
  2. Select the medication order to be copied.
  3. Validate the "Copy" button displays.
  4. Validate the "Copy Medication Order" check box is disabled.
  5. Click "Copy".
  6. Validate the "Medication Order [ADD]" form displays.
  7. Validate the fields that were filled in on the original order display in the copied order.
  8. Validate the "Order Date" is the current date.
  9. Validate the "Effective Date" is the current date.
  10. Validate the "Expiration Date" is the current date plus the number of days for expiring orders in the "Medication/Dispense Settings".
  11. Validate the "Phase of Care" field is blank.
  12. Save the order.
  13. Validate the order displays on the "Completed Events" grid.
  14. Edit the order and validate all the fields are accurate to the data the order was saved with.
  15. Redo the above test with "Client2".
  16. Validate the order copies and the "Phase of Care" displays the active phase value.
Scenario 3: Medication Order - Validate Copying an "Approved" Medication Order Functions
Specific Setup:
  • At least two clients exist.
  • The first will be called "Client1" and have a no phase associated to them
  • "Client1" will have a medication order that has been "submitted for approval" and has been "Approved".
  • The second client will be "Client2", they will have a phase associated with them.
  • "Client2" will have a medication order that has been "submitted for approval" and has been "Approved".
Steps
  1. Navigate to "Client > Client Information > Health Information > Medications".
  2. Select "Client1".
  3. Select the medication order to be copied.
  4. Validate the "Copy" button displays.
  5. Validate the "Copy Medication Order" check box is disabled.
  6. Validate the "Approved By" and "Date" display on the top of the form.
  7. Validate the "Un-Submit" and "Submit" button does not display.
  8. Validate the "Phase of Care" field is blank.
  9. Click "Copy".
  10. Validate the "Medication Order [ADD] "Approved"" form displays.
  11. Validate the fields that were filled in on the original order display in the copied order.
  12. Validate the "Order Date" is the current date.
  13. Validate the "Effective Date" is the current date.
  14. Validate the "Expiration Date" is the current date plus the number of days for expiring orders in the "Medication/Dispense Settings".
  15. Validate the "Phase of Care" field is blank.
  16. Save the order.
  17. Validate the order displays on the "Completed Events" grid.
  18. Validate the status is "Pending Approval".
  19. Edit the order and validate all the fields are accurate to the data the order was saved with.
  20. Validate the "Un-Submit" button displays.
  21. Redo the process with "Client2".
  22. Validate the "Phase of Care" value displays.
  23. Validate the rest of the above results are identical.
Topics
• Medication Orders

myAM_NX_11.0.0125_Details.csv