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myEvolv NX myAM NX 10.1.0250 Acceptance Tests

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Staff Signature Will Properly Sign And Lock AM Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Health Information > Medication Administration
  • Dispense
  • Medication Administered (Meth) [Edit]
  • Medication Dispensing
  • Mount Inventory
  • myEvolv
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
Scenario 1: Dispensing Service - Validate A Dispense With No Signature Does Not Lock The Event
Specific Setup:
  • Modify the Med Administered (Meth) form to include the "is locked" column, and set "is listed" to true for this column
  • The "services setup by program", select the dispensing program, and modify the event definition for Dispensation to ensure that "electronic signature" and "auto submit/sign" are set to "true"
  • Confirm that the "is locked" column in the Medication Administered History form displays.
  • A Client that has a medication order that will be dispensed.
Steps
  1. Select the client with the medication order to be dispensed.
  2. Dispense the doses for the medication order.
  3. Do Not Click the "Staff Signature" button on the dispensing screen.
  4. Navigate to the "Medication Administered"
  5. Select the record created and open it.
  6. Validate the "Is Locked" field has no check mark.
Scenario 2: Dispensing Service - Validate A Dispense With A Staff Signature Locks The Event
Specific Setup:
  • Modify the Med Administered (Meth) form to include the "is locked" column, and set "is listed" to true for this column.
  • The "services setup by program", select the dispensing program, and modify the event definition for Dispensation to ensure that "electronic signature" and "auto submit/sign" are set to "true"
  • Confirm that the "is locked" column in the Medication Administered History form displays.
  • A Client that has a medication order that will be dispensed.
Steps
  1. Dispense one or more doses through the NX dispense screen.
  2. Click the "Staff Signature" button on the dispensing screen.
  3. Sign off on the dispenses.
  4. Navigate to the "Medication Administered"
  5. Select the record just created and open it.
  6. Validate the "Is Locked" field has a check mark.
Topics
• Dispensing
Improved "Medication Order" Validation To Allow For Doses Greater Than "100" When Creating A Split Order.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Health Information > Medications
  • Dispensation Programs by Client
  • Inventory Drug by Program
  • Medication Dispensing Schedule Type
  • Medication Order
  • Medication Order [Edit]
  • myEvolv
  • Select Client
  • Staff Service Providers - Program/Site/Workgroup
  • Type of Dose For Dispensing
Scenario 1: Medication Orders" - Testing Of The Split Dose Fields Where "Number Of Split Doses" Is Equal To "3" And Non Decimal Medication Is Being Used
Specific Setup:
  • A Client will exist that is active and needs a medication order
  • Medication being used is not allowing decimals to be used.
Steps
  1. Navigate to "Client > Client Information > Health Information > Medications".
  2. Create a new medication order for the client.
  3. Fill the form out using the medication that does not allow decimals.
  4. Set the dose amount to 155 mg.
  5. Set the number of Splits to "3".
  6. Validate only the "Split 1", "Split 2" and the "Split 3" fields are enabled.
  7. For the "Split Dose Amount 1 " field enter a value of "0".
  8. A warning message will display indicating the proper range is between 3 and the dose amount value minus 1. In this example that will be "153".
  9. Validate the values are cleared from the "Split Amount" fields.
  10. For the "Split Dose Amount 1 " field enter the same value for the dose amount. In this example "155".
  11. A warning message will display indicating the proper range is between 1 and the dose amount value minus dose amount minus 2. In this example that will be "153".
  12. Validate the "Split Amount" fields are cleared of any values entered.
  13. Repeat the value tests with the "Split 2 Amount" field.
  14. Validate the warning messages display when incorrect values are entered.
  15. Validate only the "Split 2" field is blanked out.
  16. Repeat the field tests for the "Split 3 Amount" field.
  17. When the warning messages occur only the "Split 3" field will be cleared, The "Split 2" field will be the amount needed to make "Split 1" plus "Split 2" to the dose amount.
  18. When the New "Split 3 Amount" is entered, the "Split 2 Amount" value will adjust appropriately.
  19. On the final test enter the amount for "Split 1 Amount" as "22", "Split 2 Amount" as "11".
  20. Validate "Split 3 Amount" defaults to "122"
  21. Save the record.
  22. Validate the record is saved
  23. Verify the amounts are accurate.

 

Scenario 2: "Medication Orders" - Testing Of The Split Dose Fields Where "Number Of Split Doses" Is Equal To "2" And Non Decimal Medication Is Being Used
Specific Setup:
  • A Client will exist that is active and needs a medication order
  • Medication being used is not allowing decimals to be used.
Steps
  1. Navigate to "Client > Client Information > Health Information > Medications".
  2. Create a new medication order for the client.
  3. Fill the form out using the medication that does not allow decimals.
  4. Set the dose amount to 155 mg.
  5. Set the "Number of Splits" to "2".
  6. Validate only the "Split 1" and "Split 2" fields are enabled, the "Split 3" fields will not be enabled.
  7. For the "Split Dose Amount 1 " field enter a value of "0".
  8. A warning message will display indicating the proper range is between 1 and the dose amount value minus 1. In this example that will be 154.
  9. Validate the "Split Amount" fields are cleared of any values entered
  10. For the "Split Dose Amount 1 " field enter the same value for the dose amount. In this example 155.
  11. A warning message will display indicating the proper range is between 1 and the dose amount value minus 1. In this example that will be 154.
  12. For the "Split Dose Amount 1 " field enter a value of "1".
  13. Validate the "Split Dose Amount 2" field defaults to the "dose amount value minus 1". In this example "154".
  14. For the "Split 2 Amount" field enter "0"
  15. A warning message will display indicating the proper range is between 1 and the dose amount value minus 1. In this example that will be 154.
  16. For "Split 2 Amount" enter "155"
  17. A warning message will display indicating the proper range is between 1 and the dose amount value minus 1. In this example that will be 154.
  18. Set the value of the "Split 2 Amount" to a valid value in the range indicated.
  19. Validate the "Split 1 Amount" recalculates to make the 2 "Split Amounts" equal to the "Daily Dosage" amount.
  20. Save the order.
  21. Validate values are saved.
Topics
• Medication Orders
Enhanced Display And Scrolling For The “Search for Client” Section On The “Medication Dispensing” Window
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Dispensing
  • Medication Dispensing - Client - Dispense
  • Navigation
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
  • Windows Internet Explorer
Scenario 1: Client Search Scrolling For Medication Dispensing
Specific Setup:
  • Ten or more clients with active medication orders must be available in myEvolv to allow scrolling.
  • The medication orders in the inventory must be mounted to your turnstile to ensure your clients will appear in the client search for the "Medication Dispensing" window.
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
  4. Click the “Search for client…” input and press [Enter].
  5. If necessary, adjust the screen size to ensure there’s a scrollbar in the white client search area for the client search results.
  6. Verify the scrollbar and the search results in the client search area display in the designated white area.
Topics
• myAM
Message Boxes Have Been Improved
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Agency > Inventory Management > Inventory Item Transfer > Inventory Container Transfer
  • Inventory Container (Non Empties)
  • Inventory Container By Inventory Type
  • Inventory Transfer [Add]
  • myEvolv
  • Agency > Inventory Management > Container Management > Container Transactions
  • Agency > Inventory Management > Container Management >Container Transactions
  • inventory container
  • Dispense - Inventory Transfer [Add]
  • Medication Dispensing
  • Medication Dispensing - Inventory
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
Scenario 1: When Transferring A Decimal Value Verify The Full Amount Of The Container Will Be Transferred
Specific Setup:
  • Inventory exists that allows decimal values
  • At least two containers exist with the decimal form of inventory.
  • The "From" container has a decimal amount in it. In this example 129.9.
Steps
  1. Navigate to "Transfer inventory at Agency > Inventory Management > Inventory Item Transfer > Inventory Container".
  2. Transfer the full amount from a container to another container.
  3. Validate no message box displays indicating there is a remaining amount.
  4. Validate after the transfer the "From" container is at zero.
  5. Validate after the transfer the "To" container has the transferred amount added.
Scenario 2: When Transferring A Decimal Value Verify A Partial Amount Will Be Transferred
Specific Setup:
  • Inventory is configured to allow for decimals
  • "From" container - Amount before transfer will be a decimal remainder. Example 129.9. The container site can be any site.
  • "To" Container amount is not relevant.
Steps
  1. Navigate to "Transfer inventory at Agency > Inventory Management > Inventory Item Transfer > Inventory Container".
  2. Transfer a container.
  3. Fill the form in.
  4. For the value of "Amount To Transfer Out" enter a partial amount of what is remaining in the "From" container. Example 100.9 out of 129.9
  5. Validate a check mark exists in the field "Is The Container Being Transferred From Empty?
  6. Select "Save".
  7. Validate a message box displays. It will indicate an adjusting amount will be made to the "From" container.
  8. Continue the process.
  9. Validate after the transfer "From" container is at zero.
  10. Validate after the transfer "To" container has the transferred amount added.
Scenario 3: Transferring A Decimal Value - The "From" Container Will Be Usable After The Transfer
Specific Setup:
  • Inventory is configured to allow for decimals
  • "From" container - Amount before transfer will be a decimal remainder. Example 129.9.
  • "To" Container amount is not relevant.
Steps
  1. Navigate to "Transfer inventory at Agency > Inventory Management > Inventory Item Transfer > Inventory Container".
  2. Transfer a container.
  3. Fill the form in.
  4. For the value of "Amount To Transfer Out" enter a partial amount of what is remaining in the "From" container. Example 100.9 out of 129.9
  5. Validate a check mark Does NOT exist in the field "Is The Container Being Transferred From Empty?
  6. Select "Save".
  7. Validate a message box displays. It will indicate an adjusting amount will be made to the "From" container.
  8. Continue the process.
  9. Validate after the transfer "From" container is at the difference of the "start amount - the transfer amount"
  10. Validate after the transfer "To" container has the transferred amount added.
Scenario 4: When Transferring A Decimal Value In Dispense 2.0, The Full Container Amount Will Be Transferred
Specific Setup:
  • Inventory exists that allows decimal values
  • At least two containers exist with the decimal form of inventory.
  • The "From" container has a decimal amount in it. In this example 129.9
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 "Transfer Inventory" button.
  4. Transfer the full amount from one container to another container.
  5. Validate no message box displays indicating there is a remaining amount.
  6. Validate after the transfer the "From" container is at zero.
  7. Validate after the transfer the "To" container has the transferred amount added.
Scenario 5: When Transferring A Decimal Value Within Dispense 2.0 Verify A Partial Amount Will Be Transferred
Specific Setup:
  • Inventory is configured to allow for decimals
  • "From" container - Amount before transfer will be a decimal remainder. Example 129.9. The container site can be any site.
  • "To" Container amount is not relevant.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check".
  2. Click "Transfer Inventory".
  3. Transfer a container.
  4. Fill the form in.
  5. For the value of "Amount To Transfer Out" enter a partial amount of what is remaining in the "From" container. Example 100.9 out of 129.9
  6. Validate a check mark exists in the field "Is The Container Being Transferred From Empty?
  7. Select "Save".
  8. Validate a message box displays. It will indicate an adjusting amount will be made to the "From" container.
  9. Continue the process.
  10. Validate after the transfer "From" container is at zero.
  11. Validate after the transfer "To" container has the transferred amount added.
Scenario 6: When Transferring A Decimal Value Within Dispense 2.0 Verify The "From" Container Will Be Usable After The Transfer
Specific Setup:
  • Inventory is configured to allow for decimals
  • "From" container - Amount before transfer will be a decimal remainder. Example 129.9.
  • "To" Container amount is not relevant.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  2. Click on the "Dispense" button.
  3. Click on the "Transfer Inventory" button.
  4. Transfer a container.
  5. Fill the form in.
  6. For the value of "Amount To Transfer Out" enter a partial amount of what is remaining in the "From" container. Example 100.9 out of 129.9
  7. Validate a check mark Does NOT exist in the field "Is The Container Being Transferred From Empty?
  8. Select "Save".
  9. Validate a message box displays. It will indicate an adjusting amount will be made to the "From" container.
  10. Continue the process.
  11. Validate after the transfer "From" container is at the difference of the "start amount - the transfer amount"
  12. Validate after the transfer "To" container has the transferred amount added.
Scenario 7: Dispense 2.0 A Warning Message Will Display When Attempting To Transfer A Mounted Container
Specific Setup:
  • A container will be mounted.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  2. Click "Dispense".
  3. Click "Transfer Inventory"
  4. Set the "Inventory To Transfer From" container to the mounted container.
  5. Fill in the rest of the fields.
  6. Save the record.
  7. Validate the message "The container that will be transferred with is currently mounted. Transactions cannot be made until the container is unmounted".
  8. Click "OK".
  9. Validate all the data entered is still present.
  10. Click "Cancel".
  11. Click "OK".
Topics
• Dispensing • Inventory
Inventory Can Be Mounted Via Scrolling Through The Drop Down List
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Dispensing
  • Mount Inventory
  • myEvolv
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
Scenario 1: Mounting Inventory - Selecting Inventory Via Scrolling Through The List Of Containers
Specific Setup:
  • System has more the 10 inventory items that can be mounted
Steps
  1. Navigate to “Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In”.
  2. Select the "Dispense" button.
  3. Mount a container.
  4. Click on the "Medication" field.
  5. Validate the container listing displays.
  6. Validate the Elevator Bar exists.
  7. Scroll down to a container and select it.
  8. Validate the container displays in the "Medication" field.
  9. Mount the inventory.
Topics
• Dispensing
Improved Consistency Between The myEvolv And myEvolv NX Dispense Screens
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dispense
  • Medication Dispensing
  • myEvolv
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
Scenario 1: Dispensing 2.0 - Validate "Back Dating" When Turned Off, Shows Only Previously Poured Doses
Specific Setup:
  •  A client with an active medication order that was created a month or more ago, must extend at least another month and must have "pre-poured" dose not handed out in the past.
  • In this example today is 9/23/2019. The poured dose is for 8/2/2019.
  • The "Medication Dispensation Settings" on the "Agency Setup > Agency > Agency > Agency" Information form for the parameter "Allow Backdating For Container Transactions" is disabled, no check mark exists.

   

Steps
  1. Navigate to “Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In”.
  2. Open the "Dispense" screen.
  3. Navigate to the “Client” tab.
  4. Click the green date at the top of the client search area.
  5.  In the resulting drop down calendar, select the date that’s a week from today. Make sure the electronic date entered is in the same month as the physical month. This would make the date "9/30/2019 "in this example.
  6. Search for and select the client being used in precondition.
  7. Click the “Dispense” button.
  8. Validate that the doses between today’s "real" physical date and the date selected in the calendar display. In this example the doses between "9/23" and "9/30" will display.
  9. Validate that the "pre-poured" dose from precondition does display. It was prior to the physically real date. In this example the poured dose on "8/2" will display.
  10. Validate the doses that were missed prior to the current physical date do not display. In this example no missed doses prior to "9/23" will display.
  11. Close the “Dispense” modal.
  12. Select the client search area.
  13. Click the green date at the top of the client search area.
  14.  In the resulting drop down calendar, select the date and change it to the next months date. In this example make the date "10/1/2019".
  15.  Search for and select the client being used in precondition.
  16.  Click the “Dispense” button.
  17. Validate the only doses viewed are between the actual physical date and the date entered on the calendar. In this example only doses between "9/23" and "10/1" will display.
  18. Validate the any poured doses to the actual physical date is not displayed. In this example the poured dose on "8/2" will not display. It is not in the current month or previous month from start date.
Scenario 2: Dispensing 2.0 - Validate "Back Dating" When Enabled, Shows Both Previously Poured Doses And Missed Doses
Specific Setup:
  •  A client with an active medication order that was created a month or more ago, must extend at least another month and must have "pre-pour" dose not handed out in the past.
  • In this example the poured dose will be on 8/2/2019. The current date is 9/23/2019.
  • The "Medication Dispensation Settings" on the "Agency Setup > Agency > Agency > Agency" Information form for the parameter "Allow Backdating For Container Transactions" is enabled.

   

Steps
  1. Navigate to “Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In”.
  2. Open the "Dispense" screen.
  3.  Navigate to the “Client” tab.
  4. Click the green date at the top of the client search area.
  5. In the resulting drop down calendar, select the date that’s a week from today. In this example the date will be "9/30/2019".
  6. Search for and select the client being used in precondition.
  7. Click the “Dispense” button.
  8. Validate that the doses between today’s date and the date selected in the calendar display as scheduled. In this example this will be between "9/23/2019" to "9/30/2019".
  9. Validate that the "pre-poured" dose from preconditions display. In this example this will be the "8/2/2019" poured dose.
  10. Validate the doses between the previous month up to the current physical date show as missed doses. In this example any misses from "8/1/2019" to "9/23/2019".
  11. Close the “Dispense” modal.
  12. Navigate to the “Client” tab.
  13. Click the green date at the top of the client search area.
  14. In the resulting drop down calendar, select the date that’s a week from tomorrow. In this example the date will be "10/1/2019".
  15. Search for and select the client being used in precondition again.
  16. Click the “Dispense” button.
  17. Validate the doses between today’s date and the date selected in the calendar display as scheduled. In this example this will be between "9/23/2019" to "10/1/2019".
  18. Validate the doses between the previous month up to the current physical date show as missed doses. In this example any misses from "9/1/2019" to "9/23/2019".
  19. Validate no items from 2 months past the entered date display. In this example no dates from "8/1" to "8/31" will display, including the poured dose.
  20. Close the “Dispense” modal.
  21. Close the form.
Topics
• Dispensing
Performance Improvement On The Dispensing Screen Version "2.0" Client Search.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Dispensing
  • myEvolv
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
Scenario 1: Dispense 2.0 - Dispensing Search For Dispensable Clients
Specific Setup:
  • A list of clients that will have active medications orders that will need to be dispensed
  • Inventory is mounted that will allow those medication orders to be dispensed.
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 “Clients” tab.
  4. In the client search field enter the first 3 characters of the prerequisite client’s name.
  5. Click the “Search” arrow.
  6. The client(s) with the matching pattern will display in the search results.
  7. Repeat the process with other combinations of letters.
  8. Validate the list displays accurately.
Topics
• Dispensing
Allow Users To Manage The Alerts That Appear On The Client Dispense Screen.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client
  • Client - Client Alerts
  • Medication Dispensing
  • myEvolv
  • Restrictions Major [Edit]
  • Restrictions Major [View]
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
  • Event Definition - Alerts and Restrictions [ADD]
  • Event Definition - Alerts and Restrictions [EDIT]
  • Forms by Event Category
  • Restriction Type
  • Select Icon
  • Setup > Event Setup > Alerts and Restrictions > Event Setup
  • Setup > Event Setup > Alerts And Restrictions > Events Setup
Scenario 1: Alerts/Restrictions - Validate "Minor Restriction" Functions With "Display In Dispense Screen" Parameter
Specific Setup:
  • A restriction/alert is set up that is a "Restriction Type" of "Minor Restriction".
  • A client exists that has this restriction/alert active. The restriction has alert note text entered. This client has a medication order that will need to be dispensed.
  • Security Access to use that restriction alert on the client.
  • The client will have a medication order that will be dispensed today.
Steps
  1. Navigate to the "Dispensing" screen.
  2. Search the client with the medication order to be dispensed.
  3. Validate a restriction flag exists on client name searched.
  4. Hover over it.
  5. Validate it is the minor restriction created.
  6. Select the client
  7. Validate a restriction warning for minor restrictions displays. It will indicate "All minor restrictions must be overridden before any dispensing can be done to the client".
  8. Validate the name of the restriction in the warning is the name used, followed by the user that entered it and the date of the entry.
  9. Validate the alert note text displays.
  10. Enter the reason of "this is a test".
  11. Click "Override"
  12. Validate the dispensing screen displays the client,
  13. Validate the "Notes/Alert" displays next to the client picture.
  14. Validate the "Dispense" button displays for the client.
  15. Clear the alert on the client
  16. Validate the alert/note no longer displays
  17. Validate the "Dispense" button displays.
Scenario 2: Alerts/Restrictions - Validate "Major Restriction" Functions With "Display In Dispense Screen" Parameter
Specific Setup:
  • A restriction/alert is set up that is a "Restriction Type" of "Major Restriction".
  • A client exists that has this restriction/alert active. There is alert note text entered on this. This client has an active medication order that will need to be dispensed.
  • Security Access to use that restriction alert on the client.
  • The client will be dispensed today.
Steps
  1. Navigate to the "Dispensing" screen.
  2. Search the client with the active medication order to be dispensed.
  3. Validate a restriction flag exists on client name searched.
  4. Hover over it.
  5. Validate it is the major restriction created.
  6. Select the client
  7. Validate a restriction warning "All major restrictions must be removed before client can receive any dispensing".
  8. Validate the name of the restriction in the warning is the name used, followed by the user that entered it and the date of the entry.
  9. Validate the alert note text displays.
  10. Click "continue"
  11. Validate the dispensing screen displays the client,
  12. Validate the "Notes/Alert" displays next to the client picture.
  13. Validate the "Dispense" button does not display.
  14. Clear the alert on the client
  15. Validate the alert/note no longer displays
  16. Validate the "Dispense" button displays.
Scenario 3: Alerts/Restrictions - Validate A User Defined Restriction "Alert" Functions With "Display In Dispense Screen" Parameter
Specific Setup:
  • A restriction/alert is set up that is a "Restriction Type" of "Alert". The "Display in Dispense Screen" contains a check mark. The "Data Entry" form for adding and editing set to "Restriction Major".
  • A client exists that has this restriction/alert active. The alert statement is "Stop this is a test". This client has an active medication order to be dispensed.
  • Security Access to use that restriction alert on the client.
  • The client will be dispensed today.
Steps
  1. Navigate to the "Dispensing" screen.
  2. Search the client with the active medication order to be dispensed.
  3. Validate no restriction flag exists.
  4. Select the client
  5. Validate the dispensing screen displays the client,
  6. Validate the alert displays under the "Notes/Alert"
  7. Validate the "Dispense" button is displayed.
  8. Hover over the alert.
  9. Validate the alert text displays.
  10. Click on the alert to view it.
  11. Validate the fields match the alert added.
  12. Fulfill the alert.
  13. Validate the alert does not display on the dispensing form.
  14. Validate the "Dispense" button displays.
Scenario 4: Validate the Field "Display In Dispensing Screen" On "Alerts And Restrictions" Form Functions
Specific Setup:
  • The Ability to add a new Alert and Restriction on "Setup > Event Setup > Alerts And Restrictions > Events Setup
Steps
  1. Navigate to "Setup > Event Setup > Alerts And Restrictions > Events Setup".
  2. Add new restriction
  3. Validate the "Display in Dispensing Screen" field displays with no check mark and is disabled.
  4. Change the "Restriction Type" to "Major Restriction".
  5. Validate the " "Display in Dispensing Screen" field displays with a check mark and is disabled.
  6. Change the "Restriction Type" to "Minor Restriction".
  7. Validate the " "Display in Dispensing Screen" field displays with a check mark and is disabled.
  8. Change the "Restriction Type" to "Alert".
  9. Validate the " "Display in Dispensing Screen" field displays with a check mark and is enabled.
  10. Toggle the "Display in Dispensing" screen check mark.
  11. Validate the check mark is removed and added.
  12. Add the check mark to the field.
  13. Save the Alert and Restriction.
  14. Edit the record just created.
  15. Validate the check mark and restriction type are what was saved prior.
Topics
• Alerts • Client Alerts • Dispensing
Improved The Appearance Of The "Weekly Dosing Sheet" Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Navigation
  • Reports > Data Insight Report Writer > Custom Reporting > Custom Reporting
  • Reports > Data Insight Report Writer > Custom Reporting > Custom Reporting - Global Reports
  • Weekly Dosing Sheet
  • Weekly Dosing Sheet - Print
  • Weekly Dosing Sheet- Export To PDF
Scenario 1: Weekly Dosing Sheet - Page Formatting On Printing Will Display Full Row Before New Page Break When Printing Or Exporting To PDF
Specific Setup:
  • A "Weekly Dosing Sheet" report that will have more than 6 orders on it.
  • Access to "Reports > Data Insight Report Writer > Custom Reporting > Custom Reporting"
Steps
  1. Navigate to "Reports > Data Insight Report Writer > Custom Reporting > Custom Reporting".
  2. Run the "Weekly Dosing Sheet" report for the week that has more than 6 records to display.
  3. Click "Export to PDF".
  4. Validate the last row on each page is readable.
  5. Validate the page numbers display below the last row.
  6. Exit out of the PDF.
  7. Select "Print".
  8. Validate the last row and page numbers are separate.
Topics
• Reports
Improved Validation When Creating "Random Events"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client > Client Information > Critical Information > Alerts/Restrictions
  • Client > Client Information > Critical Information > Random Events
  • Event Definition - Restrictions
  • Program Name by Enrollment
  • Random Event Frequency
  • Random Events [ADD]
  • Random Events [EDIT]
  • Random Events Scheduling Rules Definition
  • Select Client
Scenario 1: Random Events Will Be Allowed To Be Setup If Client Dispense Schedule Has No Clinic Doses
Specific Setup:
  • A client exists that has an active medication order
Steps
  1. Navigate to “Client > Client Information > Critical Information > Random Events”
  2. Select the client from prerequisite.
  3. Open the “Random Events” form.
  4. For the “Scheduling Rules”, select the rule “Schedule On Medication Order Clinic Dose Days Only”.
  5. Add a second rule, “Do Not Schedule On Fridays”
  6. Complete the form and save.
  7. Validate the Random Events Schedule.
Topics
• Alerts
Create A "dispense_date" Column For The "med administered history" SubReport
Scenario 1: Medication Administered History - A New "Dispense Date" Column Has Been Added -Clinic Visit Dose Given
Specific Setup:
  • The sub report "medication administration history " is copied to a new sub form :  "xxx-Medication Administered History".  This was done using Setup >User Tools >Sub Reports - User >User Sub Reports.
  • A new form is created,  in Form Designer that is a copy of the "Medication Administration History" form located in the form family of "Person Face Sheet and Reports". The sub report will be the sub form created "xxx-Medication Administered History".
  • A New form family was added to the "Client>Client Information>Health Information" named xxx-Medication Administered History. This was done by using "Setup >User Tools >Formset Maintenance >FormSet Members" The form family is "Person Face Sheet and Reports". The default form is "xxx-Medication Administered History"
  • Navigation access for security role was granted to allow viewing of this new form set. 
  • A client exists that had a dose dispensed as a "Clinic Visit".
Steps
  1. Navigate to the new form set.
  2. Select the client.
  3. Validate the "Date/Time" field added displays.
  4. Validate the field displays the correct date information of when the "Clinic Visit" was physically dispensed.
Scenario 2: Medication Administered History - A New "Dispense Date" Column Has Been Added -Pre Pour Test
Specific Setup:
  • The sub report "medication administration history " is copied to a new sub form :  "xxx-Medication Administered History".  This was done using "Setup >User Tools >Sub Reports - User >User Sub Reports". 
  • A new form is created,  in Form Designer that is a copy of the "Medication Administration History" form located in the form family of "Person Face Sheet and Reports". The sub report will be the sub form created "xxx-Medication Administered History".
  • A New form family was added to the "Client>Client Information>Health Information" named xxx-Medication Administered History. This was done by using "Setup >User Tools >Formset Maintenance >FormSet Members" The form family is "Person Face Sheet and Reports". The default form is "xxx-Medication Administered History".
  • Navigation access for security role was granted to allow viewing of this new form set. 
  • A client exists that had a dose dispensed as a "Clinic Visit".
  • A client exists that has a dose "poured" and not handed out. The "pour date" was today.
  • A client exists that has poured dose, handed out today. The "pour date" was today.
Steps
  1. Navigate to the new form created.
  2. Select the client.
  3. Validate the "Date/Time" field added displays.
  4. Select the client with the poured record and not handed out dose.
  5. Validate the Date/Time column added is blank.
  6. Select the client that has the handed out pre-pour.
  7. Validate the "Date/Time" filed added displays the time of the hand out.
Scenario 3: Medication Administered History - A New "Dispense Date" Column Has Been Added -Take Home Dose Given
Specific Setup:
  • The sub report "medication administration history " is copied to a new sub form :  "xxx-Medication Administered History".  This was done using Setup >User Tools >Sub Reports - User >User Sub Reports. 
  • A new form is created,  in Form Designer that is a copy of the "Medication Administration History" form located in the form family of "Person Face Sheet and Reports". The sub report will be the sub form created "xxx-Medication Administered History".
  • A New form family was added to the "Client>Client Information>Health Information" named xxx-Medication Administered History. This was done by using "Setup >User Tools >Formset Maintenance >FormSet Members" The form family is "Person Face Sheet and Reports". The default form is "xxx-Medication Administered History"
  • Navigation access for security role was granted to allow viewing of this new form set
  • A client exists that had a dose dispensed as a "Take Home".
Steps
  1. Navigate to the new form created.
  2. Select the client.
  3. Validate the "Date/Time" field added displays.
  4. Validate the field displays the correct date information of when the take home dose was physically dispensed. This is for both records in precondition.
Topics
• Dispensing
"Dispense" Screen Inventory Warning Alert
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dispense
  • Medication Dispensing
  • Medication Dispensing - Client - Dispense
  • Medication Dispensing - Client - Inventory Status
  • Medication Order First Dispense
  • Navigation
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
Scenario 1: Generate "Warning Level Below" Alert for Medication Container
Specific Setup:
  • Add test "container" of inventory at “Agency > Inventory Management > Inventory Item Setup > Medication Item Setup”. e.g. “Methadone” setup with “100” capacity and “Warning Level Below” set at “40”.
  • Add the new medication from above to at client’s facility at “Agency > Inventory Management > Lot Management > Inventory Management”.
  • Client must have a "Medication Order" added at “Client > Client Information > Health Information > Medications”. e.g. “Daily Dose” of “50”
  • Above conditions will NOT generate the “Warning Level Below 40” the first dose, but will generate the warning at the second dose.
  • The "Lot #" must be mounted before the test client can be searched and selected.
  • Any "Client Alerts" that are generated must be addressed at "Client > Client Information > Critical Information > Alerts/Restrictions" before dispensing.
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In" in NX.
  2. Dispense the medication from the container in the preconditions with an amount that will not reduce the "Amount Remaining" to less than the warning level for the container.
  3. Validate the following alert is not received: "Warning Level Below {Level Set in preconditions}".
  4. Dispense the medication again from the container in the preconditions with an amount that will reduce the "Amount Remaining" to less than the warning level for the container.
  5. Validate the following alert is received: "Warning Level Below {Level Set in preconditions}".
Topics
• Dispensing • myAM
Enable Pre-pours For Clients With Major/Minor Restrictions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Dispensing
  • myEvolv
  • Prepour
  • Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In
Scenario 1: Dispense 2.0 - Pre-Pouring Will Be Allowed When Alerts Exist
Specific Setup:
  • A client that has a medication order that will need to be dispensed. 
  • A container will be mounted that matches the medication order. 
  • The client will have Major and Minor Alerts attached to them. 
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  2. Click "Dispense".
  3. Select the "Client" tab.
  4. Click the "Prepour" button.
  5. Search for the client with the medication order to be poured.
  6. Select that client.
  7. Validate restriction alerts display.
  8. Validate the "Prepour" button displays.
  9. Select the "Prepour" button.
  10. Pour the dose for the client.
  11. Close the "Prepour" form.
  12. On the search area select the "Dispense" button.
  13. Select the client again that will have the medication order to be dispensed.
  14. Validate the alert message window displays.
  15. Validate the "Dispense" button to dispense the dose does not display.
  16. Close the form.
Scenario 2: Dispense 2.0 - Pre-Pouring Will Be Allowed When Alerts Exist - Testing With The Iveck DC 10 Pump
Specific Setup:
  • An Iveck DC 10 Pump is being used
  • A Label Printer is being used.
  • A client that has a medication order that will need to be dispensed. 
  • A container will be mounted that matches the medication order. 
  • The client will have Major and Minor Alerts attached to them. 
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  2. Click "Dispense".
  3. Select the "Client" tab.
  4. Click the "Prepour" button.
  5. Search for the client with the medication order to be poured.
  6. Select that client.
  7. Validate restriction alerts display.
  8. Validate the "Prepour" button displays.
  9. Select the "Prepour" button.
  10. Pour the dose for the client.
  11. Validate the pump dispenses the pour.
  12. Validate a label is printed.
  13. Close the "Prepour" form.
  14. On the search area select the "Dispense" button.
  15. Select the client again that will have the medication order to be dispensed.
  16. Validate the alert message window displays.
  17. Validate the "Dispense" button to dispense the dose does not display.
  18. Close the form.
Scenario 3: Dispense 2.0 - Pre-Pouring Will Be Allowed When Alerts Exist - Testing With The Accuvert
Specific Setup:
  • An Accuvert Pump is being used
  • A Label Printer is being used.
  • A client that has a medication order that will need to be dispensed. 
  • A container will be mounted that matches the medication order. 
  • The client will have Major and Minor Alerts attached to them. 
Steps
  1. Navigate to "Taskbar > Attendance Check In/Out > Check In/Out > Front Desk Daily Check In".
  2. Click "Dispense".
  3. Select the "Client" tab.
  4. Click the "Prepour" button.
  5. Search for the client with the medication order to be poured.
  6. Select that client.
  7. Validate restriction alerts display.
  8. Validate the "Prepour" button displays.
  9. Select the "Prepour" button.
  10. Pour the dose for the client.
  11. Validate the pump dispenses the pour.
  12. Validate a label is printed.
  13. Close the "Prepour" form.
  14. On the search area select the "Dispense" button.
  15. Select the client again that will have the medication order to be dispensed.
  16. Validate the alert message window displays.
  17. Validate the "Dispense" button to dispense the dose does not display.
  18. Close the form.
Topics
• Dispensing

 

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