Flowsheet - 'Complete Tasks' dialog
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Complete Task
- Flowsheet
- Task Associations
- Orders This Episode
- Task List
Scenario 1: Flowsheet: Flowsheet Charting - PRN Unscheduled Tasks
Specific Setup:
- In order to utilize full functionality Avatar CareFabric 2023 Update 25 and Flowsheet 1.7.3 are required.
- A pharmacy-type order code must exist. (Order Code A)
- A task code must be set up through the 'Task Definition' form such that:
- 'Task Action Type' = "Flowsheet". (Task Code A)
- In the 'Task Association' form, "Task Code A" must be associated to "Order Code A", such that 'Order Event' = "Order Entry".
- A collection must be set up in the flowsheet admin tool. (Collection A)
- An assessment must be set up in the flowsheet admin tool.(Assessment A)
- "Assessment A" must be added to "Collection A".
- In the Flowsheet Admin tool "Task Code A" must be added as a 'Task Code' tag to "Assessment A".
- A PRN frequency code must exist. (Frequency Code A)
- A client must have an active episode. (Client A).
- “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
- Select "Client A" and access the Order Entry Console.
- Search for and select "Order Code A" from the 'New Order' field.
- Select "Frequency Code A" from the 'Frequency' field.
- Set the 'Duration' field to "1" and click [Day].
- Fill in any remaining required fields, click [Add to Scratchpad], and [Sign].
- Access the 'Task List' widget.
- Search for and select "Client A" from the 'Search Patients' field.
- Hover over the 'PRN Tasks' link and validate a task for "Task Code A" is shown.
- Navigate to the Flowsheet Tab.
- Click on the tab for "Collection A".
- Navigate to "Assessment A"
- Populate any required fields in "Assessment A" and click [Sign].
- Validate the 'Complete Tasks' dialog appears with the unscheduled task and that it states "Due: Unscheduled".
- Check the checkbox for the unscheduled task and click [Complete].
- Access the 'Task List' widget.
- Search for and select "Client A" from the 'Search Patients' field.
- Hover over the 'PRN Tasks' link and validate a task for "Task Code A" is shown.
- Click the 'PRN Tasks' link.
- Hover over the task for "Task Code A" and validate it displays the date and time the flowsheet assessment was completed next to the 'Last Completed' label.
Scenario 2: Flowsheet: Flowsheet Charting - Scheduled Tasks
Specific Setup:
- In order to utilize full functionality Avatar CareFabric 2023 Update 25 and Flowsheet 1.7.3 are required.
- A pharmacy-type order code must exist. (Order Code A)
- A task code must be set up through the 'Task Definition' form such that:
- 'Task Action Type' = "Flowsheet". (Task Code A)
- In the 'Task Association' form, "Task Code A" must be associated to "Order Code A", such that 'Order Event' = "Order Entry".
- A collection must be set up in the flowsheet admin tool. (Collection A)
- An assessment must be set up in the flowsheet admin tool.(Assessment A)
- "Assessment A" must be added to "Collection A".
- In the Flowsheet Admin tool "Task Code A" must be added as a 'Task Code' tag to "Assessment A".
- A routine frequency, with scheduled hours of administration every hour, must exist. (Frequency Code A)
- A client must have an active episode. (Client A).
- “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
- Select "Client A" and access the Order Entry Console.
- Search for and select "Order Code A" from the 'New Order' field.
- Select "Frequency Code A" from the 'Frequency' field.
- Set the 'Duration' field to "1" and click [Hours].
- Fill in any remaining required fields, click [Add to Scratchpad], and [Sign].
- Access the 'Task List' widget.
- Search for and select "Client A" from the 'Search Patients' field.
- Validate a task for "Task Code A" is generated in the 'Next Hour' column.
- Navigate to the Flowsheet Tab.
- Click on the tab for "Collection A".
- Navigate to "Assessment A"
- Populate any required fields in "Assessment A" and click [Sign].
- Validate the 'Complete Tasks' dialog appears with the scheduled task and that it states "Due: Scheduled Date/Time".
- Check the checkbox for the scheduled task and click [Complete].
- Access the 'Task List' widget.
- Search for and select "Client A" from the 'Search Patients' field.
- Validate the task for "Task Code A" is no longer shown in the 'Next Hour' column.
Scenario 3: Flowsheet: Flowsheet Charting - Routine Unscheduled Tasks
Specific Setup:
- In order to utilize full functionality Avatar CareFabric 2023 Update 25 and Flowsheet 1.7.3 are required.
- A pharmacy-type order code must exist. (Order Code A)
- A task code must be set up through the 'Task Definition' form such that:
- 'Task Action Type' = "Flowsheet". (Task Code A)
- In the 'Task Association' form, "Task Code A" must be associated to "Order Code A", such that 'Order Event' = "Order Entry".
- A collection must be set up in the flowsheet admin tool. (Collection A)
- An assessment must be set up in the flowsheet admin tool.(Assessment A)
- "Assessment A" must be added to "Collection A".
- In the Flowsheet Admin tool "Task Code A" must be added as a 'Task Code' tag to "Assessment A".
- A Routine frequency code, with no scheduled hours of administration, must exist. (Frequency Code A)
- A client must have an active episode. (Client A).
- “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
- Select "Client A" and access the Order Entry Console.
- Search for and select "Order Code A" from the 'New Order' field.
- Select "Frequency Code A" from the 'Frequency' field.
- Fill in any remaining required fields, click [Add to Scratchpad], and [Sign].
- Access the 'Task List' widget.
- Search for and select "Client A" from the 'Search Patients' field.
- Validate a task for "Task Code A" is shown in the 'Unscheduled' column.
- Navigate to the Flowsheet Tab.
- Click on the tab for "Collection A".
- Navigate to "Assessment A"
- Populate any required fields in "Assessment A" and click [Sign].
- Validate the 'Complete Tasks' dialog appears with the unscheduled task and that it states "Due: Unscheduled".
- Check the checkbox for the unscheduled task and click [Complete].
- Access the 'Task List' widget.
- Search for and select "Client A" from the 'Search Patients' field.
- Validate a task for "Task Code A" is not shown in the 'Unscheduled' column.
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Topics
• Assessments
• Task List
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