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Avatar CareFabric 2024 Update 17

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Product Requirements and Recommendations

Avatar CareFabric required
Avatar PM required
RADplus required
Avatar Cal-PM

Additional Requirements

The following updates are required for full functionality:
Avatar PM 2023 Update 142
Avatar CWS 2023 Update 73
Avatar CareFabric 2023 Update 61
Avatar NX Release 2024.01.00
CarePOV.E&MNote 2.21.0
OrderConnect v 18.31

Recommended Update Level

Avatar Cal-PM 2024 Monthly Release 2024.01.00
Avatar CareFabric 2024 Monthly Release 2024.01.00
Avatar PM 2024 Monthly Release 2024.01.00
RADplus 2024 Monthly Release 2024.01.00

Product Update Description

Avatar CareFabric is modified to support CarePOV applications.

Required Updates

None

Included Updates

2, 8, 16

Details
NEW1 CHANGED0 FIXED0
New (1)
Medical Note - Interaction Checking
Avatar CareFabric is modified to support CarePOV applications.
Value Added: Prepares the system for future functionality.
Topics
• Medical Note
 
Acceptance Tests
AV-97698 Summary | Details
Medical Note - Interaction Checking
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document.In-Office Administration
  • Drug Interaction
  • Home Medications
  • Order Entry Console
  • Allergies and Hypersensitivities
  • Document.Immunization
Scenario 1: Medical Note - In-Office Administrations - Interaction Checking - Drug-Drug Interaction
Specific Setup:
  • At least two dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A) (Override Code B).
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code B”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • A procedure-type service code (Administration A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication A".
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab and uncheck the 'Reported' checkbox.
  3. Search for and select "Medication B" from the 'New Order' field.
  4. Fill in any required fields, click [Add to Scratchpad] and [Final Review].
  5. Select "None" in the 'Output' field and click [Sign].
  6. Validate the 'Order grid' contains the new order for "Medication B".
  7. Navigate to the 'Medical Note' tab, click [Add Note], and create a new note.
  8. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  9. Click [Add], select "Administration A" from the 'In-Office Administrations Search' field and click [Continue].
  10. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  11. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  12. Validate a 'Drug-drug' interaction between "Medication B" and "Administration A" is shown.
  13. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  14. Validate the 'Save' and 'Save and Close' buttons are disabled.
  15. Select "Override Code A" from the 'Override Reason' field and validate the 'Notes' field is not required.
  16. Validate the 'Save' and 'Save and Close' buttons are enabled.
  17. Click [Save and Close].
  18. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  19. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  20. Validate the 'Drug-drug interaction' field contains the override reason code provided.
  21. Click [Edit] and validate the 'Override Reason' and 'Notes' fields are enabled.
  22. Select "Override Code B" from the 'Override Reason' field and validate the 'Notes' field is required.
  23. Set the 'Notes' field to any value and click [Save and Close].
  24. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  25. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  26. Validate the 'Drug-drug interaction' field contains the override reason code and text provided and click [Close].
  27. Fill in any required fields and click [Order].
  28. Validate "Administration A" is listed in the 'Pending Administrations' field and that an 'Alert' icon is shown to the right of the name.
  29. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  30. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  31. Validate all information provided is accurate and click [Close].
Scenario 2: Medical Note - In-Office Administrations - Pending Orders - Interaction Checking - Drug-Drug Interaction
Specific Setup:
  • At least one dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A)
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • A procedure-type service code (In-Office A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication A".
  • A procedure-type service code (In-Office B) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication B".
  • A client must have an active episode. (Client A)
  • "Client A" should have no current orders in OrderConnect.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], search for and select "In-Office A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Populate any required fields and click [Order].
  6. Click [Add], search for and select "In-Office B" from the 'In-Office Administrations Search' field and click [Continue].
  7. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  8. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  9. Validate a 'Drug-drug' interaction between "In-Office A" and "In-Office B" is shown.
  10. Select "Override Code A" from the 'Override Reason' field.
  11. Click [Save and Close].
  12. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  13. Fill in any required fields and click [Order].
  14. Validate "In-Office A" and "In-Office B" are both listed in the 'Pending Administrations' field and that an 'Alert' icon is shown only to the right of "In-Office B".
  15. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  16. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  17. Validate all information provided is accurate and click [Close].
Scenario 3: Medical Note - In-Office Administrations - Interaction Checking - Therapeutic Class Duplication
Specific Setup:
  • At least two dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A) (Override Code B).
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code B”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Therapeutic Class Duplication' alert must be created.
  • A procedure-type service code (In-Office A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication A".
  • A client must have an active episode. (Client A)
  • "Client A" should have no current orders in OrderConnect.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab and uncheck the 'Reported' checkbox.
  3. Search for and select "Medication B" from the 'New Order' field.
  4. Fill in any required fields, click [Add to Scratchpad] and [Final Review].
  5. Select "None" in the 'Output' field and click [Sign].
  6. Validate the 'Order grid' contains the new order for "Medication B".
  7. Navigate to the 'Medical Note' tab, click [Add Note], and create a new note.
  8. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  9. Click [Add], select "In-Office A" from the 'In-Office Administrations Search' field and click [Continue].
  10. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  11. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  12. Validate a 'Therapeutic Class Duplication' interaction between "Medication B" and "In-Office A" is shown.
  13. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  14. Validate the 'Save' and 'Save and Close' buttons are disabled.
  15. Select "Override Code A" from the 'Override Reason' field and validate the 'Notes' field is not required.
  16. Validate the 'Save' and 'Save and Close' buttons are enabled.
  17. Click [Save and Close].
  18. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  19. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  20. Validate the 'Therapeutic Class Duplication' field contains the override reason code provided.
  21. Click [Edit] and validate the 'Override Reason' and 'Notes' fields are enabled.
  22. Select "Override Code B" from the 'Override Reason' field and validate the 'Notes' field is required.
  23. Set the 'Notes' field to any value and click [Save and Close].
  24. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  25. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  26. Validate the 'Therapeutic Class Duplication' field contains the override reason code and text provided and click [Close].
  27. Fill in any required fields and click [Order].
  28. Validate "In-Office A" is listed in the 'Pending Administrations' field and that an 'Alert' icon is shown to the right of the name.
  29. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  30. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  31. Validate all information provided is accurate and click [Close].
Scenario 4: Medical Note - In-Office Administrations - Pending Orders - Interaction Checking - Therapeutic Class Duplication
Specific Setup:
  • At least one dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A)
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Therapeutic Class Duplication' alert must be created.
  • A procedure-type service code (In-Office A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication A".
  • A procedure-type service code (In-Office B) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication B".
  • A client must have an active episode. (Client A)
  • "Client A" should have no current orders in OrderConnect.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], search for and select "In-Office A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Populate any required fields and click [Order].
  6. Click [Add], search for and select "In-Office B" from the 'In-Office Administrations Search' field and click [Continue].
  7. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  8. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  9. Validate a 'Therapeutic Class Duplication' interaction between "In-Office A" and "In-Office B" is shown.
  10. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  11. Validate the 'Save' and 'Save and Close' buttons are disabled.
  12. Set the 'Notes' field to any value.
  13. Validate the 'Override Reason' field is not required.
  14. Validate the 'Save' and 'Save and Close' buttons are enabled and click [Save and Close].
  15. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  16. Fill in any required fields and click [Administer].
  17. Fill in any required fields and click [Save].
  18. Validate no 'Alert' icon is shown to the right of "In-Office A" in the 'Pending Administrations' table.
  19. Expand the 'Administration History' table and validate "In-Office B" is listed and that an 'Alert' icon is shown to the right of the name.
  20. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  21. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  22. Validate all information provided is accurate and click [Close].
Scenario 5: Medical Note - In-Office Administrations - Interaction Checking - Drug-Allergy Interaction
Specific Setup:
  • At least one dictionary code must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A)
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • Please log out of the application and log back in after completing the above configuration.
  • A pharmacy-type order code must exist. (Medication A)
  • A procedure-type service code (In-Office A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication A".
  • A client must have an active episode. (Client A)
  • "Client A" should have no current orders in OrderConnect.
  • "Client A" should have a current allergy with a status of "Confirmed" for "Medication A". (Allergy A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], search for and select "In-Office A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  6. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  7. Validate a 'Drug-allergy' interaction between "In-Office A" and "Allergy A" is shown.
  8. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  9. Validate the 'Save' and 'Save and Close' buttons are disabled.
  10. Set the 'Override Reason' field to "Override Code A".
  11. Validate the 'Notes' field is not required.
  12. Validate the 'Save' and 'Save and Close' buttons are enabled and click [Save and Close].
  13. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  14. Fill in any required fields and click [Order].
  15. Validate "In-Office A" is listed in the 'Pending Administrations' field and that an 'Alert' icon is shown to the right of the name.
  16. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  17. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  18. Validate all information provided is accurate and click [Close].
Scenario 6: Medical Note - In-Office Administrations - Interaction Checking - Multiple Interactions
Specific Setup:
  • At least two dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A) (Override Code B).
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code B”.
  • Please log out of the application and log back in after completing the above configuration.
  • Three pharmacy-type order codes must exist. (Medication A)(Medication B)(Medication C)
  • When "Medication A" and "Medication C" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • When "Medication B" and "Medication C" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Therapeutic Class Duplication' alert must be created.
  • A procedure-type service code (In-Office A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication A".
  • A procedure-type service code (In-Office B) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication B".
  • A client must have an active episode. (Client A)
  • "Client A" should have no current orders in OrderConnect.
  • "Client A" should have a current allergy with a status of "Confirmed" for "Medication A". (Allergy A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], search for and select "In-Office A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Populate any required fields and click [Order].
  6. Access the Order Entry Console.
  7. Select the 'Home Medications' tab and uncheck the 'Reported' checkbox.
  8. Search for and select "Medication C" from the 'New Order' field.
  9. Fill in any required fields, click [Add to Scratchpad] and [Final Review].
  10. If an 'Interaction' dialog appears, override all interactions and click [Save Override and Exit].
  11. Select "None" in the 'Output' field and click [Sign].
  12. Validate the 'Order grid' contains the new order for "Medication C".
  13. Navigate to the 'Medical Note' and then to the 'In-Office Administrations' section.
  14. Click [Add], search for and select "In-Office B" from the 'In-Office Administrations Search' field and click [Continue].
  15. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  16. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  17. Validate the 'Drug Interaction' dialog contains 'Drug-allergy interaction', 'Drug-drug interaction' and 'Therapeutic Class Duplication' alerts.
  18. Validate no checkbox defaults as "Checked".
  19. Check the 'Drug-allergy interaction' checkbox and select "Override Code A" from the 'Override Reason' field.
  20. Click [Save] and validate a green checkmark is displayed next to the Drug-allergy interaction.
  21. Check the 'Drug-drug interaction' checkbox and set the 'Notes' field to any value.
  22. Click [Save] and validate a green checkmark is displayed next to the Drug-drug interaction.
  23. Click [Close] Validate the 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  24. Click [Override Alert] and validate the 'Drug Interaction' dialog displays.
  25. Check the 'Therapeutic Class Duplication' checkbox and select "Override Code B" from the 'Override Reason' field.
  26. Validate the 'Notes' field is required and set it to any value.
  27. Click [Save and Close].
  28. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  29. Fill in any required fields and click [Order].
  30. Validate "In-Office B" is listed in the 'Pending Immunizations' field and that an 'Alert' icon is shown to the right of the name.
  31. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  32. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  33. Validate all information provided is accurate and click [Close].
Scenario 7: Medical Note - Immunizations - Interaction Checking - Drug-Drug Interaction
Specific Setup:
  • At least two dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A) (Override Code B).
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code B”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • A procedure-type service code (Immunization A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Vaccination/Immunization".
  • 'Medication Equivalent' = "Medication A".
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab and uncheck the 'Reported' checkbox.
  3. Search for and select "Medication B" from the 'New Order' field.
  4. Fill in any required fields, click [Add to Scratchpad] and [Final Review].
  5. Select "None" in the 'Output' field and click [Sign].
  6. Validate the 'Order grid' contains the new order for "Medication B".
  7. Navigate to the 'Medical Note' tab, click [Add Note], and create a new 'Primary Care' note.
  8. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  9. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  10. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  11. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  12. Validate a 'Drug-drug' interaction between "Medication B" and "Immunization A" is shown.
  13. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  14. Validate the 'Save' and 'Save and Close' buttons are disabled.
  15. Select "Override Code A" from the 'Override Reason' field and validate the 'Notes' field is not required.
  16. Validate the 'Save' and 'Save and Close' buttons are enabled.
  17. Click [Save and Close].
  18. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  19. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  20. Validate the 'Drug-drug interaction' field contains the override reason code provided.
  21. Click [Edit] and validate the 'Override Reason' and 'Notes' fields are enabled.
  22. Select "Override Code B" from the 'Override Reason' field and validate the 'Notes' field is required.
  23. Set the 'Notes' field to any value and click [Save and Close].
  24. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  25. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  26. Validate the 'Drug-drug interaction' field contains the override reason code and text provided and click [Close].
  27. Fill in any required fields and click [Order].
  28. Validate "Immunization A" is listed in the 'Pending Immunizations' field and that an 'Alert' icon is shown to the right of the name.
  29. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  30. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  31. Validate all information provided is accurate and click [Close].
Scenario 8: Medical Note - Immunizations - Pending Orders - Interaction Checking - Drug-Drug Interaction
Specific Setup:
  • At least one dictionary code must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A)
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • A procedure-type service code (Immunization A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Vaccination/Immunization".
  • 'Medication Equivalent' = "Medication A".
  • A procedure-type service code (In-Office A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication B".
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • "Client A" should have no current orders in OrderConnect.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], search for and select "In-Office A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Populate any required fields and click [Order].
  6. Navigate to the 'Immunizations' section.
  7. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  8. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  9. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  10. Validate a 'Drug-drug' interaction between "In-Office A" and "Immunization A" is shown.
  11. Select "Override Code A" from the 'Override Reason' field.
  12. Click [Save and Close].
  13. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  14. Fill in any required fields and click [Order].
  15. Validate "Immunization A" is listed in the 'Pending Immunizations' field and that an 'Alert' icon is shown to the right of the name.
  16. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  17. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  18. Validate all information provided is accurate and click [Close].
Scenario 9: Medical Note - Immunizations - Interaction Checking - Therapeutic Class Duplication
Specific Setup:
  • At least two dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A) (Override Code B).
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code B”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Therapeutic Class Duplication' alert must be created.
  • A procedure-type service code (Immunization A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Vaccination/Immunization".
  • 'Medication Equivalent' = "Medication A".
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • "Client A" should have no current orders in OrderConnect.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab and uncheck the 'Reported' checkbox.
  3. Search for and select "Medication B" from the 'New Order' field.
  4. Fill in any required fields, click [Add to Scratchpad] and [Final Review].
  5. Select "None" in the 'Output' field and click [Sign].
  6. Validate the 'Order grid' contains the new order for "Medication B".
  7. Navigate to the 'Medical Note' tab, click [Add Note], and create a new 'Primary Care' note.
  8. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  9. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  10. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  11. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  12. Validate a 'Therapeutic Class Duplication' interaction between "Medication B" and "Immunization A" is shown.
  13. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  14. Validate the 'Save' and 'Save and Close' buttons are disabled.
  15. Select "Override Code A" from the 'Override Reason' field and validate the 'Notes' field is not required.
  16. Validate the 'Save' and 'Save and Close' buttons are enabled.
  17. Click [Save and Close].
  18. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  19. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  20. Validate the 'Therapeutic Class Duplication' field contains the override reason code provided.
  21. Click [Edit] and validate the 'Override Reason' and 'Notes' fields are enabled.
  22. Select "Override Code B" from the 'Override Reason' field and validate the 'Notes' field is required.
  23. Set the 'Notes' field to any value and click [Save and Close].
  24. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  25. Click [View Overrides] and validate the 'Override Reason' and 'Notes' fields are disabled.
  26. Validate the 'Therapeutic Class Duplication' field contains the override reason code and text provided and click [Close].
  27. Fill in any required fields and click [Order].
  28. Validate "Immunization A" is listed in the 'Pending Immunizations' field and that an 'Alert' icon is shown to the right of the name.
  29. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  30. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  31. Validate all information provided is accurate and click [Close].
Scenario 10: Medical Note - Immunizations - Pending Orders - Interaction Checking - Therapeutic Class Duplication
Specific Setup:
  • At least one dictionary code must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A)
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • Please log out of the application and log back in after completing the above configuration.
  • Two pharmacy-type order codes must exist. (Medication A) (Medication B)
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Therapeutic Class Duplication' alert must be created.
  • A procedure-type service code (Immunization A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Vaccination/Immunization".
  • 'Medication Equivalent' = "Medication A".
  • A procedure-type service code (Immunization B) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Vaccination/Immunization".
  • 'Medication Equivalent' = "Medication B".
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • "Client A" should have no current orders in OrderConnect.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  4. Click [Add] and then [Order Immunizations].
  5. Search for and select "Immunization A" from the 'Immunization Search' field and click [Continue].
  6. Populate any required fields and click [Order].
  7. Click [Add] and then [Order Immunizations], select "Immunization B" from the 'Immunization Search' field and click [Continue].
  8. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  9. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  10. Validate a 'Therapeutic Class Duplication' interaction between "Immunization A" and "Immunization B" is shown.
  11. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  12. Validate the 'Save' and 'Save and Close' buttons are disabled.
  13. Set the 'Notes' field to any value.
  14. Validate the 'Override Reason' field is not required.
  15. Validate the 'Save' and 'Save and Close' buttons are enabled and click [Save and Close].
  16. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  17. Fill in any required fields and click [Administer].
  18. Fill in any required fields and click [Save].
  19. Expand the 'Immunization History' table and validate "Immunization B" is listed and that an 'Alert' icon is shown to the right of the name.
  20. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  21. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  22. Validate all information provided is accurate and click [Close].
Scenario 11: Medical Note - Immunizations - Interaction Checking - Drug-Allergy Interaction
Specific Setup:
  • At least one dictionary code must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A)
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • Please log out of the application and log back in after completing the above configuration.
  • A pharmacy-type order code must exist. (Medication A)
  • A procedure-type service code (Immunization A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Vaccination/Immunization".
  • 'Medication Equivalent' = "Medication A".
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • "Client A" should have no current orders in OrderConnect.
  • "Client A" should have a current allergy with a status of "Confirmed" for "Medication A". (Allergy A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  4. Click [Add] and then [Order Immunizations].
  5. Search for and select "Immunization A" from the 'Immunization Search' field and click [Continue].
  6. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  7. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  8. Validate a 'Drug-allergy' interaction between "Immunization A" and "Allergy A" is shown.
  9. Validate both the 'Override Reason' and 'Notes' fields are showing as required.
  10. Validate the 'Save' and 'Save and Close' buttons are disabled.
  11. Set the 'Override Reason' field to "Override Code A".
  12. Validate the 'Notes' field is not required.
  13. Validate the 'Save' and 'Save and Close' buttons are enabled and click [Save and Close].
  14. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  15. Fill in any required fields and click [Order].
  16. Validate "Immunization A" is listed in the 'Pending Immunizations' field and that an 'Alert' icon is shown to the right of the name.
  17. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  18. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  19. Validate all information provided is accurate and click [Close].
Scenario 12: Medical Note - Immunizations - Interaction Checking - Multiple Interactions
Specific Setup:
  • At least two dictionary codes must exist in the Order Entry Client Information ‘(20559) Override Code’ dictionary. (Override Code A) (Override Code B).
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “No” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code A”.
  • The ‘(20590) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the Order Entry Client Information ‘(20559) Override Code’ dictionary for “Override Code B”.
  • Please log out of the application and log back in after completing the above configuration.
  • Three pharmacy-type order codes must exist. (Medication A)(Medication B)(Medication C)
  • When "Medication A" and "Medication C" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • When "Medication B" and "Medication C" are ordered concurrently, a 'Drug-drug interaction' alert must be created.
  • When "Medication A" and "Medication B" are ordered concurrently, a 'Therapeutic Class Duplication' alert must be created.
  • A procedure-type service code (Immunization A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Vaccination/Immunization".
  • 'Medication Equivalent' = "Medication A".
  • A procedure-type service code (In-Office A) must be configured in the 'Service Codes' form such that:
  • 'Procedure Type' = "Medication Administration".
  • 'Medication Equivalent' = "Medication C".
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • "Client A" should have no current orders in OrderConnect.
  • "Client A" should have a current allergy with a status of "Confirmed" for "Medication A". (Allergy A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], search for and select "In-Office A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Populate any required fields and click [Order].
  6. Access the Order Entry Console.
  7. Select the 'Home Medications' tab and uncheck the 'Reported' checkbox.
  8. Search for and select "Medication B" from the 'New Order' field.
  9. Fill in any required fields, click [Add to Scratchpad] and [Final Review].
  10. If an 'Interaction' dialog appears, override all interactions and click [Save Override and Exit].
  11. Select "None" in the 'Output' field and click [Sign].
  12. Validate the 'Order grid' contains the new order for "Medication B".
  13. Navigate to the 'Medical Note' and then to the 'Immunization' section.
  14. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  15. Validate an 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  16. Click [Override Alert] and validate a 'Drug Interaction' dialog displays.
  17. Validate the 'Drug Interaction' dialog contains 'Drug-allergy interaction', 'Drug-drug interaction' and 'Therapeutic Class Duplication' alerts.
  18. Validate no checkbox defaults as "Checked".
  19. Check the 'Drug-allergy interaction' checkbox and select "Override Code A" from the 'Override Reason' field.
  20. Click [Save] and validate a green checkmark is displayed next to the Drug-allergy interaction.
  21. Check the 'Drug-drug interaction' checkbox and set the 'Notes' field to any value.
  22. Click [Save] and validate a green checkmark is displayed next to the Drug-drug interaction.
  23. Click [Close] Validate the 'Alert' banner is displayed, surrounded by a red border, and that it states "Clinical Screening Alert".
  24. Click [Override Alert] and validate the 'Drug Interaction' dialog displays.
  25. Check the 'Therapeutic Class Duplication' checkbox and select "Override Code B" from the 'Override Reason' field.
  26. Validate the 'Notes' field is required and set it to any value.
  27. Click [Save and Close].
  28. Validate an 'Alert' banner is displayed, surrounded by a yellow border, and that it states "Clinical Screening Alert".
  29. Fill in any required fields and click [Order].
  30. Validate "Immunization A" is listed in the 'Pending Immunizations' field and that an 'Alert' icon is shown to the right of the name.
  31. Hover over the 'Alert' icon and validate a tooltip displays stating "Click to view overrides".
  32. Click the 'Alert' icon and validate the 'Drug Interaction' dialog appears in read-only mode.
  33. Validate all information provided is accurate and click [Close].
Topics
• Medical Note
Table Changes
Table Column Change
SYSTEM.carefabricdrugalerts FACILITY ADD
SYSTEM.carefabricdrugalerts alert_id ADD
SYSTEM.carefabricdrugalerts data_entry_by ADD
SYSTEM.carefabricdrugalerts data_entry_by_option ADD
SYSTEM.carefabricdrugalerts data_entry_date ADD
SYSTEM.carefabricdrugalerts data_entry_offset ADD
SYSTEM.carefabricdrugalerts data_entry_source ADD
SYSTEM.carefabricdrugalerts data_entry_time ADD
SYSTEM.carefabricdrugalerts data_entry_time_j ADD
SYSTEM.carefabricdrugalerts data_entry_timezone_info_all ADD
SYSTEM.carefabricdrugalerts data_entry_timezone_short ADD
SYSTEM.carefabricdrugalerts data_entry_user_id ADD
SYSTEM.carefabricdrugalerts data_entry_user_name ADD
SYSTEM.carefabricdrugalerts data_entry_utc ADD
SYSTEM.carefabricdrugalerts interaction_description ADD
SYSTEM.carefabricdrugalerts option_desc ADD
SYSTEM.carefabricdrugalerts option_id ADD
SYSTEM.carefabricdrugalerts override_reason_code ADD
SYSTEM.carefabricdrugalerts override_reason_comment ADD
SYSTEM.carefabricdrugalerts override_reason_val ADD
SYSTEM.carefabricdrugalerts procedure_row_id ADD
SYSTEM.carefabricdrugalerts rating_description ADD
SYSTEM.carefabricdrugalerts severity_description ADD
SYSTEM.carefabricdrugalerts title ADD
SYSTEM.carefabricdrugalerts type_code ADD
SYSTEM.carefabricdrugalerts type_description ADD