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Avatar CWS 2022 Monthly Release 2022.01.01 Acceptance Tests

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Update 3 Summary | Details
Columbia Suicide Risk Assessment added to other forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Columbia Suicide Risk Assessment
  • Product Final to Draft Override
  • Dynamic Form Mental Status Assessment
  • Client Alert dialog
  • Move Selected Data (CWS)
  • Clinical Document Viewer
  • HomeView - My To Do's widget
Scenario 1: Validate Product Final to Draft Override
Steps
  1. Open a form such as the "Columbia Suicide Risk Assessment" form.
  2. Fill out all required fields and file the form in a "Final" "Status".
  3. Open the 'Product Final to Draft Override' form
  4. Set the 'Option' field to the desired form.
  5. Set the 'Entity Lookup' field to "Client A"
  6. Select any valid episode from the 'Episode Number' field
  7. Click [Select Row]
  8. Select any row
  9. Click [OK]
  10. Set the 'Override Reason' field to "Test"
  11. Click [Submit]
  12. Click [Yes]
  13. Verify the form files successfully.
  14. Open the assessment form opened previously in this scenario.
  15. Validate the assessment is back in a "Draft" status.
Scenario 2: Move Selected Data [CWS] - Moving Data from one episode to another
Steps
  1. Open a form such as the "Columbia Suicide Risk Assessment" form.
  2. Fill out all required fields and file the assessment either in a draft or finalized status.
  3. Open the "Move Selected Data" form.
  4. Move data from a client episode to another episode for the same client.
  5. Open the assessment form opened in step 1.
  6. Validate on the pre-display that the assessment was moved from one episode to another.
Scenario 3: Move Selected Data [CWS] - Move Core Form from one entity to another
Steps
  1. Open a form such as the "Columbia Suicide Risk Assessment" form.
  2. Fill out all required fields and file the assessment either in a draft or finalized status.
  3. Open the "Move Selected Data" form.
  4. Move data from a client to another.
  5. Open the assessment form opened in step 1.
  6. Validate on the pre-display that the assessment was moved from one client to another.
Scenario 4: Columbia Suicide Risk Assessment - document routing
Steps
  1. Open the "Document Routing Setup" form.
  2. Choose a form.
  3. Enable document routing for that form.
  4. Submit to file.
  5. Open the form that document routing is enabled for.
  6. Fill out all required fields and finalize the form.
  7. Sign the form.
  8. Open "Clinical Document Viewer".
  9. Locate the form that was finalized.
  10. Validate you can display and print the form.
Columbia Suicide Risk Assessment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Columbia Suicide Risk Assessment
Scenario 1: Columbia Suicide Risk Assessment - Field Validations
Specific Setup:
  • A client must be admitted to an active episode (Client A).
  • One or more clinical pathways defined in the 'Clinical Pathway Definition' form.
Steps
  1. Access the 'Columbia Suicide Risk Assessment' form.
  2. Select "Client A" and the desired episode.
  3. Set 'Assessment Date' to the current date.
  4. Select "Yes" in the 'Wish to be Dead: In Your Lifetime (When You Felt Most Suicidal)' field.
  5. Verify the 'In the Past Month?' field is required and select any value.
  6. Verify the 'If Yes, Describe field' is required and enter any value.
  7. Select "No" in the 'Non-Specific Active Suicidal Thoughts: In Your Lifetime (When You Felt Most Suicidal)' field.
  8. Verify the 'In the Past Month?' field is disabled.
  9. Verify the 'If Yes, Describe' field is disabled.
  10. Select any value in the 'Active Suicidal Ideation with Any Methods (Not Plan) Without Intent to Act: In Your Lifetime (When You Felt Most Suicidal)' field and validate the event logic works as expected.
  11. Populate any required and desired fields and validate the event logic works as expected.
  12. Select "Final" in the 'Status' field.
  13. Click [OK] on the 'Once set to 'Final', the data cannot be edited in the future' prompt.
  14. Select "Yes" in the 'Enroll in Clinical Pathway' field.
  15. Select desired pathway from the 'Pathway Name' field.
  16. Click [Submit].
Scenario 2: SQL table SYSTEM.Columbia_Assessment
Specific Setup:
  • A client must have the 'Columbia Suicide Risk Assessment' assessment filed (Client A).
Steps
  1. Access Crystal Reports or other SQL Reporting tool.
  2. Select the CWS namespace.
  3. Create a report using the 'SYSTEM.Columbia_Assessment' table.
  4. Validate a row is displayed for the assessment on file for "Client A".
  5. Validate all filed information is displayed.
  6. Close the report.
Topics
• Product Final to Draft Override • NX • myAvatar/myAvatar NX • Mental Status Assessment • Clinical Pathway
Update 4 Summary | Details
Treatment Plan - Document Routing
Scenario 1: 'Client Treatment Plan' - validate the SYSTEM.cw_tx_client_plan table when document routing is enabled
Specific Setup:
  • An application with the 'Client Treatment Plan' form is used. Note: If using the new 'Treatment Plan' form, disregard these steps.
  • Document routing is enabled for the 'Client Treatment Plan' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Client Treatment Plan' form.
  2. Populate all required and desired fields.
  3. Select "Final" in the 'Treatment Plan Status' field.
  4. Validate a "Confirm Document" window is displayed.
  5. Click [Accept] to accept the document.
  6. Access Crystal Reports or other SQL Reporting tool.
  7. Select the CWS namespace.
  8. Create a report using the 'SYSTEM.cw_tx_client_plan' table.
  9. Validate a row is displayed for the treatment plan submitted in the previous steps.
  10. Validate the 'PATID' field contains the ID for "Client A".
  11. Validate the 'document_routing_status' field contains "Final".
  12. Close the report.
Scenario 2: Treatment Plan - 'Pending Approval' workflow
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The Wiley Libraries must be installed.
  • A staff member must be associated to the logged in user. (Staff Member A)
  • "Staff Member A" must be set up in the 'Notification Users' form.
  • 'Treatment Plan' and "Staff Member A" must be set up in 'Required User List Management' form.
  • The 'My To Do's' widget must be set up on a user's view.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Select the desired episode if present.
  3. Enter the desired date in the 'Plan Date' field.
  4. Select the desired value for the 'Plan Type' field.
  5. Populate any required and desired fields.
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Click [Launch Plan].
  8. Select the desired problem and drag it into the Treatment Plan.
  9. Populate all desired fields.
  10. Select a desired goal and drag it into the Treatment Plan.
  11. Populate all desired fields.
  12. Select a desired objective and drag it into the Treatment Plan.
  13. Populate all desired fields.
  14. Click [Return to Plan].
  15. Validate a 'Plan Save' dialog stating: "Plan saved successfully."
  16. Click [OK].
  17. Select "Pending Approval" in the 'Treatment Plan Status' field.
  18. Select "Staff Member A" in the 'Team Member To Notify' field.
  19. Click [Submit].
  20. Navigate to the 'My To Do's' widget.
  21. Click [Approve To Do Item] for "Client A".
  22. Select "Yes" in the 'Approve To Do Item' field.
  23. Enter the desired value in the 'Comments' field.
  24. Click [Submit].
  25. Click [Review To Do Item] for "Client A".
  26. Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
  27. Click [Submit].
  28. Validate the item is no longer present for "Client A".
Scenario 3: Treatment Plan Copy- 'Pending Approval' workflow
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The Wiley Libraries must be installed.
  • A staff member must be associated to the logged in user. (Staff Member A)
  • "Staff Member A" must be set up in the 'Notification Users' form.
  • A copy must exist of the 'Treatment Plan' form (Treatment Plan Copy).
  • 'Treatment Plan Copy' and "Staff Member A" must be set up in 'Required User List Management' form.
  • The 'My To Do's' widget must be set up on a user's view.
Steps
  1. Select "Client A" and access the 'Treatment Plan Copy' form.
  2. Select the desired episode if present.
  3. Enter the desired date in the 'Plan Date' field.
  4. Select the desired value for the 'Plan Type' field.
  5. Populate any required and desired fields.
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Click [Launch Plan].
  8. Select the desired problem and drag it into the Treatment Plan.
  9. Populate all desired fields.
  10. Select a desired goal and drag it into the Treatment Plan.
  11. Populate all desired fields.
  12. Select a desired objective and drag it into the Treatment Plan.
  13. Populate all desired fields.
  14. Click [Return to Plan].
  15. Validate a 'Plan Save' dialog stating: "Plan saved successfully."
  16. Click [OK].
  17. Select "Pending Approval" in the 'Treatment Plan Status' field.
  18. Select "Staff Member A" in the 'Team Member To Notify' field.
  19. Click [Submit].
  20. Navigate to the 'My To Do's' widget.
  21. Click [Approve To Do Item] for "Client A".
  22. Select "Yes" in the 'Approve To Do Item' field.
  23. Enter the desired value in the 'Comments' field.
  24. Click [Submit].
  25. Click [Review To Do Item] for "Client A".
  26. Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
  27. Click [Submit].
  28. Validate the item is no longer present for "Client A".
Scenario 4: Treatment Plan - Document Routing - "Allow Transcriber" functionality
Specific Setup:
  • A user has an associated staff member and has "Yes" selected in the 'Transcriber' field in 'User Definition (User A).
  • A user has an associated staff member and is not a transcriber in 'User Definition' (User B).
  • "User A" and "User B" have the 'My To Do's' widget on their HomeView.
  • Document routing is enabled for 'Treatment Plan' and 'Allow Transcriber' is set to "Yes".
  • Must be logged in as "User A".
  • Please note: This is for myAvatar systems only.
Steps
  1. Access the 'Treatment Plan' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Enter the desired date in the 'Plan Date' field.
  4. Select any value in the 'Plan Type' field.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Click [Launch Plan].
  7. Click [Add New Problem].
  8. Populate any required and desired fields.
  9. Click [Return to Plan] and [OK].
  10. Select "Final" in the 'Treatment Plan Status' field.
  11. Click [Submit].
  12. Validate a "Select Author" dialog is displayed.
  13. Select the staff member associated to "User B" in the 'Select Author' field.
  14. Click [Submit] and verify successful filing.
  15. Log out.
  16. Log in as "User B".
  17. Navigate to the 'My To Do's' widget.
  18. Validate there is a To Do for "Client A".
  19. Click [Approve Document].
  20. Validate the document is displayed in the new TIFF format.
  21. Validate the treatment plan has electronic signatures for the Transcriber (User A) & Author (User B).
  22. Click [Respond].
  23. Enter the desired value in the 'Response for Transcriber' field and click [OK].
  24. Validate the To Do is no longer displayed.
  25. Log in as "User A".
  26. Navigate to the 'My To Do's' widget.
  27. Validate there is a To Do for "Client A".
  28. Click [Review To Do Item].
  29. Validate the 'To Do Information' field contains the response from "User B".
  30. Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
  31. Click [Submit].
  32. Validate the To Do is no longer displayed.
Scenario 5: Treatment Plan - Validate the 'Enable Automatic Backup' registry setting - accept
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • Document routing must be enable for the 'Treatment Plan' form through 'Document Routing Setup'.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Set the ‘Problem Code’ field to any value.
  8. Select “Active” in the ‘Status (Problem List)’ field.
  9. Set the ‘Problem’ field to any value.
  10. Select any value in the ‘Status’ field.
  11. Click [Add New Goal].
  12. Set the ‘Goal’ field to any value.
  13. Select any value in the ‘Status’ field.
  14. Click [Add New Objective].
  15. Set the ‘Objective’ field to any value.
  16. Select any value in the ‘Status’ field.
  17. Click [Add New Intervention].
  18. Set the ‘Intervention’ field to any value.
  19. Select any value in the ‘Status’ field.
  20. Click [Back to Plan Page].
  21. Select "Final" in the 'Treatment Plan Status field and click [Submit].
  22. Validate the treatment plan displays as expected.
  23. Click [Accept].
  24. Enter the password associated with the logged in user and click [Verify].
Scenario 6: Treatment Plan Copy - Form Validations
Specific Setup:
  • Client must be enrolled in current episode (Client A).
  • A copy of the Treatment Plan form exists (Treatment Plan Copy).
  • "Treatment Plan Copy" must have document routing enabled.
Steps
  1. Select "Client A" and access the 'Treatment Plan Copy' form.
  2. Select the desired value in the 'Plan Type' field.
  3. Select "Draft" in the 'Treatment Plan Status' field.
  4. Validate the 'Problems' label displays above the 'Problems' grid.
  5. Validate the 'Plan Participants' label displays above the 'Plan Participants' grid.
  6. Populate any desired fields.
  7. Click [Submit].
  8. Select "Client A" and access the 'Treatment Plan Copy' form.
  9. Verify the plan filed in the previous steps.
  10. Click [Launch Plan] and [Add New Problem].
  11. Populate required and desired fields.
  12. Click [Return to Plan] and [OK].
  13. Click [Final - Treatment Plan Status] and [Submit].
  14. Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format.
  15. Click [Accept].
  16. Enter the password associated with the logged in user.
  17. Click [Verify].
Scenario 7: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A).
  • The 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter "T" in the 'Plan Date' field.
  4. Validate the current date is displayed in the 'Plan Date' field.
  5. Click [Plan Date T].
  6. Validate the current date is displayed in the 'Plan Date' field.
  7. Select any value in the 'Plan Type' field.
  8. Select any value from 'Problem List'.
  9. Click [New Row].
  10. Select any value from the 'Role' field in the 'Participation' section.
  11. Select 'Staff ID' and enter "Staff Member A".
  12. Validate that the selected staff member's name displays in the 'Participant Name' field.
  13. Select any value from the 'Plan Author' field.
  14. Select any value from the 'Notification' field,
  15. Add multiple staff members as needed.
  16. Enter any value in the 'Strengths' field.
  17. Enter any value in the 'Weakness' field.
  18. Enter any value in the 'Discharge Planning' field.
  19. Select "Draft" in the 'Draft/Final' field.
  20. Click [Launch Plan].
  21. Select the problem from the 'Tree View'.
  22. Select any value from the Status field.
  23. Click [Add New Goal].
  24. Enter any value in the 'Goal' field.
  25. Select any value from the Status field.
  26. Click [Add New Objective].
  27. Enter any value in the 'Objective' field.
  28. Select any value from the Status field.
  29. Click [Add New Intervention].
  30. Enter any value in the 'Intervention' field.
  31. Select any value in the 'Status' field.
  32. Click [Return to Plan].
  33. Select "Final" in the 'Draft/Final' field.
  34. Click [Submit].
  35. Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format.
  36. Click [Sign and Route].
  37. Enter the password and press the 'Enter' key.
  38. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add].
  39. Click [Submit]
  40. Access the 'My To Do's' widget.
  41. Click [My To Do's].
  42. Validate the record for "Client A" and click [Review].
  43. Validate the 'Document Preview' contains the treatment plan data in the new TIFF format.
  44. Click [Accept] and [Sign].
  45. Enter the password and click [Verify].
  46. Validate the record is no longer present.
  47. Close the 'To Do's'.
Topics
• Treatment Plan • Document Routing
Update 40 Summary | Details
Allergies and Hypersensitivities - Date Recognized
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
Scenario 1: Allergies and Hypersensitivities - Require 'Date Recognized' column.
Specific Setup:

A client must have an active episode. (Client A)

Steps
  1. Access the 'Registry Settings' form.
  2. Search for "Require 'Date Recognized" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Require 'Date Recognized' column".
  5. Validate the 'Registry Setting Details' field contains the following information "When this setting has a value of "Y" the 'Date Recognized' column will be required when adding or modifying records within the 'Allergies and Hypersensitivities' form grid."
  6. Validate the 'Registry Setting Value' field contains a "Y".
  7. Close the form.
  8. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  9. Click [Update].
  10. Validate the 'Allergen/Reactant' dialog is displayed.
  11. Double click the 'Allergen/Reactant' cell and search for and select "PENICILLIN MDX-39913".
  12. Validate the 'Date Recognized' field is required.
  13. Double click the 'Status' cell.
  14. Select "Confirmed" and click [Select].
  15. Double click the 'Reactions' cell and select any values and click [OK].
  16. Double click the 'Reaction Severity' cell and select any values and click [Select].
  17. Validate that the [Save] is disabled.
  18. Double click the 'Date Recognized' cell, select the current date and press Enter.
  19. Validate that [Save] is enabled and click it.
  20. Validate the 'Known Medication Allergies' field is disabled and has "Yes" selected.
  21. Select "No" in the 'Known Food Allergies' field and click [Submit].
  22. Access the 'Registry Settings' form.
  23. Search for "Require 'Date Recognized" in the 'Limit Registry Settings to the Following Search Criteria' field.
  24. Click [View Registry Settings].
  25. Validate the 'Registry Setting' field contains "Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Require 'Date Recognized' column".
  26. Validate the 'Registry Setting Details' field contains the following information "When this setting has a value of "Y" the 'Date Recognized' column will be required when adding or modifying records within the 'Allergies and Hypersensitivities' form grid."
  27. Validate the 'Registry Setting Value' field contains a "N".
  28. Close the form.
  29. Log out of the application and log back in.
  30. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  31. Click [Update].
  32. Validate the 'Allergen/Reactant' dialog is displayed.
  33. Double click the 'Allergen/Reactant' cell and search for and select "Shellfish".
  34. Validate the 'Date Recognized' field is not required.
  35. Double click the 'Status' cell.
  36. Select "Confirmed" and click [Select].
  37. Double click the 'Reactions' cell and select any values and click [OK].
  38. Double click the 'Reaction Severity' cell and select any values and click [Select].
  39. Validate that the [Save] is disabled.
  40. Double click the 'Date Recognized' cell, select the current date and press Enter.
  41. Validate that [Save] is enabled and click it.
  42. Validate the 'Known Medication Allergies' field is disabled and has "Yes" selected.
  43. Validate the 'Known Food Allergies' field is disabled and has "Yes" selected and click [Submit].
Topics
• Allergies and Hypersensitivities
Update 41 Summary | Details
eMAR - Blood Pressure
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Vitals Entry
  • Orders This Episode
  • eMAR widget
Scenario 1: eMAR - 'Time Window for selection of previously entered Blood Pressure readings in eMAR' set to "Y".
Specific Setup:
  • Registry setting "Avatar eMAR->General->Settings->->->Time Window for selection of previously entered Blood Glucose readings in eMAR" must be set to "120"
  • Registry setting "Avatar eMAR->General->Settings->->->Time Window for selection of previously entered Blood Pressure readings in eMAR" must be set to "120"
  • A client must have an active episode. (Client A)
Steps
  1. Access the 'Order Code Setup' form.
  2. Select 'Edit Existing Code' from the 'Add/Edit Order Code' field.
  3. Search for and select "JEVITY 1.5 CAL LIQUID ORAL " in the 'Existing Order Code.
  4. Add the following vitals to the 'Additional Data Elements To Include In Avatar eMAR (Administration)' and 'Additional Data Elements To Include In Avatar eMAR (Results)' 'Additional Data Elements To Require In Avatar eMAR (Administration)' and 'Additional Data Elements To Require In Avatar eMAR (Results)' fields:
  5. Blood Glucose
  6. Blood Pressure
  7. Heart Rate
  8. Oxygen
  9. Click [Submit].
  10. Validate a message is displayed "Do you wish to return to form?" and click [No].
  11. Access the 'Vitals Entry' form for "Client A".
  12. Set the 'Date' to the current date.
  13. Set the 'Time' field to "03:30 PM".
  14. Set the 'Systolic' field to "120".
  15. Set the 'Diastolic' field to "80".
  16. Select "Sitting" from the 'Position' field.
  17. Set the 'Blood Glucose' field to "82".
  18. Set the '(ft in)' field to "5 8".
  19. Set the '(lbs)' field to "175" and click [Submit].
  20. Validate a message is displayed "Do you wish to return to form?" and click [Yes].
  21. Set the 'Date' to the current date.
  22. Set the 'Time' field to "03:45 PM".
  23. Set the 'Systolic' field to "110".
  24. Set the 'Diastolic' field to "77".
  25. Select "Lying" from the 'Position' field.
  26. Set the 'Blood Glucose' field to "77".
  27. Click [Submit].
  28. Validate a message is displayed "Do you wish to return to form?" and click [Yes].
  29. Set the 'Date' to the current date.
  30. Set the 'Time' field to "03:55 PM".
  31. Set the 'Systolic' field to "100".
  32. Set the 'Diastolic' field to "77".
  33. Select "Standing" from the 'Position' field.
  34. Set the 'Blood Glucose' field to "77".
  35. Click [Submit].
  36. Validate a message is displayed "Do you wish to return to form?" and click [No].
  37. Access the Order Entry Console.
  38. Search for and select "JEVITY 1.5 CAL LIQUID ORAL" from the 'New Order' field.
  39. Set the 'Dose' field to "400".
  40. Select "mL" from the 'Dose Unit' field.
  41. Select "3 TIMES A DAY" from the 'Frequency' field.
  42. Set the 'Duration' field to "30" and click [Days].
  43. Click [Add to Scratchpad] and [Sign].
  44. Validate the 'Order grid' contains an order for "JEVITY 1.5 CAL ORAL LIQUID400 mL, 3 TIMES A DAY".
  45. Click the eMAR tab.
  46. Validate the 'Order Description' field is equal to "JEVITY 1.5 CAL ORAL LIQUID ↳Give: 400 mL 3 TIMES A DAY".
  47. Click the 'Click here to provide override reason' item.
  48. Select "Wristband is wet" from the 'Please provide a reason for not scanning the client wristband' field and click [OK].
  49. Double click a cell under the current date.
  50. Set the 'Med ID' cell to the med id for the order (70074-0573-33).
  51. Validate the 'Qty' cell is equal to "400".
  52. Validate the 'Unit' cell is equal to "mL".
  53. Select "Nurse Administered" from the 'Administration Event' field.
  54. Populate any warnings if they exist.
  55. Click the 'Additional Data (Administration)' tab.
  56. Validate all entries from the 'Vitals Entry' form display in the dropdown fields for 'Blood Glucose' and 'Blood Pressure'.
  57. Select the "82" entry from the 'Blood Glucose (mg/dL)' field.
  58. Select the "120/80" entry in the 'Blood Pressure (Systolic/Diastolic -mm/Hg)' field.
  59. Set the Heart Rate (bpm) field to "70".
  60. Set the Oxygen Saturation (%) field to "98".
  61. Click the 'Accept administration information entered' checkbox and click [OK].
  62. Validate the cell selected displays "400 mL" and the current time.
  63. Double click on the cell previously administered.
  64. Set the 'Result' field to "Testing".
  65. Click the 'Additional Data (Administration)' tab.
  66. Validate the 'Blood Glucose' field is equal to "82".
  67. Validate the 'Blood Pressure' field is equal to "120/80".
  68. Validate the 'Heart Rate (bpm)' field is equal to "70".
  69. Validate the 'Oxygen Saturation (%)' field is equal to "98".
  70. Click the 'Add'l Data (Results)' tab.
  71. Select the "110/77" entry from the 'Blood Glucose (mg/dL)' field.
  72. Select the "77" entry from the 'Blood Pressure (Systolic/Diastolic -mm/Hg)' field.
  73. Set the 'Heart Rate (bpm)' field to "70".
  74. Set the 'Oxygen Saturation (%)' field to "95".
  75. Click the 'Accept administration information entered' checkbox and click [OK].
Topics
• Avatar eMAR
Update 45 Summary | Details
Default value for 'Status' field in Allergies and Hypersensitivities form.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
  • Orders This Episode
Scenario 1: Allergies and Hypersensitivities - Default value for 'Status'
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Click [Update] and [New Row].
  3. Search for and select "ADVIL (MDX-4974) (RxNorm=153010)" from the 'Allergen/Reactant' field.
  4. Set the 'Date Recognized' field the current date.
  5. Validate the 'Status' field does not contain a value.
  6. Search for and select "Confirmed (C)" from the 'Status' field and click [Save].
  7. Validate "Yes" is selected from the 'Known Medication Allergies' field.
  8. Select "No" from the 'Known Food Allergies' field and click [Submit].
  9. Access the Order Entry Console.
  10. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  11. Validate the 'At least one warning has been found with this order code.' warning is displayed.
  12. Click the warning and validate a message is displayed that states: "A history of hypersensitivity to the following substance has been noted for this patient: ADVIL."
  13. Click [Close] and exit the Order Entry Console.
  14. Access the 'Registry Settings' form.
  15. Search for and select the registry setting: "Avatar CWS->CWS Utilities->Set System Defaults->CWS Allergies->->Default value for 'Status' in 'Allergies and Hypersensitivities' form".
  16. Set the 'Registry Setting Value' field to "C" and click [Submit].
  17. Validate a message is displayed that states: "Filing Results" and click [OK].
  18. Validate a message is displayed that states: "Registry Settings has completed. Do you wish to return to form?" and click [No].
  19. Log out and log back into the application.
  20. Access the 'Allergies and Hypersensitivities' form.
  21. Click [Update] and [New Row].
  22. Search for and select "PENICILLIN (MDX-39913)" from the second 'Allergen/Reactant' field.
  23. Set the second 'Date Recognized' field the current date.
  24. Validate the second 'Status' field contains "Confirmed (C)".
  25. Click [Save] and [Submit].
  26. Access the Order Entry Console.
  27. Search for and select "PENICILLIN G POTASSIUM 20 MILLION UNITS POWDER FOR SOLUTION INJECTION" from the 'New Order' field.
  28. Validate the 'At least one warning has been found with this order code.' warning is displayed.
  29. Click the warning and validate a message is displayed that states: "Drug: PENICILLIN G POTASSIUM 20 MILLION UNITS INJECTION POWDER FOR SOLUTION and Allergen: PENICILLIN Description: BETA-LACTAMS (CARBAPENEMS, CEPHALOSPORINS, CLAVULANIC ACID, MONOBACTAMS, PENICILLINS, SULBACTAM, TAZOBACTAM, AND VABORBACTAM) Screening Message: CROSS-REACTIVITY BETWEEN BETA-LACTAMS (CARBAPENEMS, CEPHALOSPORINS, CLAVULANIC ACID, MONOBACTAMS, PENICILLINS, SULBACTAM, TAZOBACTAM, AND VABORBACTAM) MAY OCCUR. AZTREONAM MAY BE AN APPROPRIATE PENICILLIN ALTERNATIVE IN SOME PENICILLIN-ALLERGIC PATIENTS BUT SHOULD BE USED WITH CAUTION AS CROSS-REACTIVITY WITH PENICILLINS, ESPECIALLY CEFTAZIDIME HAS BEEN REPORTED. There was an experienced reaction of (Reactions Not Specified)."
  30. Click [Close] and exit the Order Entry Console.
Scenario 2: Allergies and Hypersensitivities - Add/Edit Allergies
Specific Setup:
  • A client must have an active episode. (Client A)
  • The user has the 'Allergies and Hypersensitivities' form available on the Chart View.
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Select "No" in the 'Known Medication Allergies' field.
  3. Select "No" in the 'Known Food Allergies' field.
  4. Click [Update].
  5. Validate the 'Allergies and Hypersensitivities' grid is displayed.
  6. Click [New Row].
  7. Select any value in the 'Allergen/Reactant' field.
  8. Enter the desired date in the 'Date Recognized' field.
  9. Select "Active" in the 'Status' field.
  10. Select any value in the 'Reaction Severity' field.
  11. Click [Save] and [Submit].
  12. Access the Chart View for "Client A".
  13. Select the 'Allergies and Hypersensitivities' form from the left-hand side.
  14. Validate the allergy added in the previous steps is displayed with a status of "Active".
  15. Close the chart.
  16. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  17. Click [Update].
  18. Select the allergy added in the previous steps and click [Delete Row].
  19. Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows?
  20. Click [Yes].
  21. Validate an "Error" message is displayed stating: Allergies that have been saved previously cannot be deleted. Please update the 'Status' as appropriate.
  22. Click [OK].
  23. Validate the 'Allergies and Hypersensitivities' grid still contains the allergy filed in the previous steps.
  24. Select "Inactive" in the 'Status' field.
  25. Click [Save] and [Submit].
  26. Access the Chart View for "Client A".
  27. Select the 'Allergies and Hypersensitivities' form from the left-hand side.
  28. Validate the allergy added in the previous steps is displayed with a status of "Inactive".
  29. Close the chart.
  30. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  31. Click [Update].
  32. Validate the 'Allergies and Hypersensitivities' grid is displayed.
  33. Click [New Row].
  34. Select any value in the 'Allergen/Reactant' field.
  35. Enter the desired date in the 'Date Recognized' field.
  36. Select "Active" in the 'Status' field.
  37. Select any value in the 'Reaction Severity' field.
  38. Select the new allergy record and click [Delete Row].
  39. Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows?
  40. Click [Yes].
  41. Validate the 'Allergies and Hypersensitivities' grid does not contain the second allergy record.
  42. Click [Close/Cancel] and close the form.
Topics
• Order Entry Console • Allergies and Hypersensitivities • NX • myAvatar/myAvatar NX
Update 57 Summary | Details
Task List - Remove "Incomplete" as an option for 'Void Task Action'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Task Definitions
  • Task Associations
  • Orders This Episode
  • Task Reporting
  • Task List - Dismiss Task dialog
  • Task Event List
Scenario 1: Task List - Void Task Action from Task Reporting
Specific Setup:

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
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "Dismiss" and press Tab.
  4. Set the 'Task Title' field to "Task to Dismiss" and click [Submit].
  5. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Task to Dismiss (Dismiss)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "4 WAY SALINE (MULTI INGREDIENT SPRAY) (10) SPRAY NASAL" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "4 WAY SALINE (MULTI INGREDIENT SPRAY) (10) SPRAY NASAL" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "app" from the 'Dose Unit' field.
  18. Select "Every Hour" from the 'Freq' field.
  19. Set the 'Duration' field to "2" and click [Hours].
  20. Set the 'Start Time' field to "0000".
  21. Click [Add to Scratchpad] and [Sign].
  22. Validate the 'Interactions' dialog is displayed.
  23. Override all interactions and click [Save Override and Exit].
  24. Access the 'Task List' widget.
  25. Search for and select "Client A" from the 'Search Patients' field.
  26. Validate that two tasks labeled: "Task to Dismiss" were created and placed under the Overdue column.
  27. Access the 'Task Reporting' form.
  28. Select the 'Dismiss Task' tab.
  29. Set the 'From Date' and 'To Date' fields to the current date.
  30. Search for and select "Client A" from the 'Patient' field.
  31. Select "Incomplete" from the 'Task Status' field.
  32. Select "Task to Dismiss (Dismiss)" from the 'Task Code' field and click [Select Tasks].
  33. Validate a dialog is launched that contains the two overdue tasks.
  34. Select the two tasks and click [OK].
  35. Select "Other" from the 'Reason' field.
  36. Set the 'Reason Text' field to "Patient not in bed" and click [Dismiss].
  37. Access the 'Task List' widget.
  38. Validate that the two tasks labeled: "Task to Dismiss" are removed from the Overdue column.
  39. Access the 'Task Reporting' form.
  40. Select the 'Void task Action' tab.
  41. Set the 'From Date' and 'To Date' fields to the current date.
  42. Search for and select "Client A" from the 'Patient' field.
  43. Search for and select the logged in user from the 'Staff' field.
  44. Select "Task to Dismiss (Dismiss)" from the 'Task Code' field.
  45. Select "Dismissed" from the 'Task Action Event' field and click [Select Task Event].
  46. Validate a dialog is launched that contains the two dismissed tasks.
  47. Select the two tasks and click [OK].
  48. Select "Other" from the 'Void Reason' field.
  49. Set the 'Reason Text' field to "Correction" and click [Void].
  50. Validate a message is displayed that states: "Task voided" and click [OK].
  51. Click [Discard].
  52. Validate a message is displayed that states: "Are you sure you want to Close without saving?" and click [Yes].
  53. Access the 'Task List' widget.
  54. Validate that the two tasks labeled: "Task to Dismiss" are re-added to the Overdue column.
Task List - 'Addl Instructions' in the Task description
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Task Definitions
  • Task Associations
  • Orders This Episode
Scenario 1: Task List - Complete, Attempt, and Dismiss generic Scheduled Tasks
Specific Setup:
  • 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
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "Example" and press Tab.
  4. Set the 'Task Title' field to "Task Example" and click [Submit].
  5. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Task Example (Example)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "CORGARD 20 MG TABLET ORAL" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "CORGARD 20 MG TABLET ORAL" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "Tablet" from the 'Dose Unit' field.
  18. Select "Every Hour" from the 'Freq' field.
  19. Set the 'Duration' field to "6" and click [Hours].
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the 'Interactions' dialog is displayed.
  22. Override all interactions and click [Save Override and Exit].
  23. Access the 'Task List' widget.
  24. Search for and select "Client A" from the 'Search Patients' field.
  25. Validate that six "Task Example" tasks are created under first six hours.
  26. Select the first "Task Example" task.
  27. Validate the "Due" field contains the scheduled date and time of the task.
  28. Click [Complete].
  29. Validate the 'Complete Date' field contains the current date.
  30. Validate the 'Complete Time' field contains the current time and click [Save].
  31. Validate that the first 'Task Example' task is removed.
  32. Select the second "Task Example" task and click 'Mark as Attempted'.
  33. Select "Other" from the 'Rationale for not completing task' field.
  34. Set the 'Reason' field to any value and click [Save].
  35. Validate that the second 'Task Example' task has an orange circle, indicating that the task was Attempted.
  36. Select the second "Task Example" task and click [Complete] and Save.
  37. Validate that the second 'Task Example' task is removed.
  38. Select the third "Task Example" task and click 'Dismiss'.
  39. Select "Patient Refused" from the 'Rationale for not completing task' field and click [Save].
  40. Validate the third 'Task Example' task is removed.
Scenario 2: Task List - Include 'Addl Instructions' on a Task created from an Order
Specific Setup:
  • 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
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "HasDesc" and press Tab.
  4. Set the 'Task Title' field to "Has a Description".
  5. Set the 'Task Description' field to "This task has a Task Description configured in the Task Definitions form." and click [Submit].
  6. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
  7. Select "Add" from the 'Add/Edit Task Definition' field.
  8. Set the 'New Task Code' field to "NoDesc" and press Tab.
  9. Set the 'Task Title' field to "No Default Description" and click [Submit].
  10. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  11. Access the 'Task Associations' form.
  12. Select "Task Definition" from the 'Task Type' field.
  13. Search for and select "Has a Description (HasDesc)" from the 'Task Group/Definition' field.
  14. Select "Add" from the 'Add/Edit/Delete Association' field.
  15. Select "Order Entry" from the 'Order Event' field.
  16. Search for and select "WELLBUTRIN 100 MG TABLET ORAL" from the 'Order Code' field.
  17. Click [Update Associations] and [Submit].
  18. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [Yes].
  19. Select "Task Definition" from the 'Task Type' field.
  20. Search for and select "No Default Description (NoDesc)" from the 'Task Group/Definition' field.
  21. Select "Add" from the 'Add/Edit/Delete Association' field.
  22. Select "Order Entry" from the 'Order Event' field.
  23. Search for and select "WELLBUTRIN 100 MG TABLET ORAL" from the 'Order Code' field.
  24. Click [Update Associations] and [Submit].
  25. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  26. Select "Client A" and access the Order Entry Console.
  27. Search for and select "WELLBUTRIN 100 MG TABLET ORAL" from the 'New Order' field.
  28. Set the 'Dose' field to "100".
  29. Select "MG" from the 'Dose Unit' field.
  30. Select "Every 6 Hours" from the 'Freq' field.
  31. Set the 'Duration' field to "28" and click [Days].
  32. Set the 'Addl Instructions' field to "These instructions are entered in the Order Entry Console".
  33. Click [Add to Scratchpad] and [Sign].
  34. Validate the 'Order grid' contains an order for "WELLBUTRIN 100 MG ORAL TABLET, Every 6 Hours".
  35. Validate the 'Addl Instructions' field for the order contains "These instructions are entered in the Order Entry Console.".
  36. Access the 'Task List' widget.
  37. Search for and select "Client A" from the 'Search Patients' field.
  38. Validate that a task labelled: "No Default Description" and "Has a Description" are created and placed under a future hour.
  39. Hover over the "No Default Description" task.
  40. Validate the "No Default Description" task contains the text, "Addl Instructions: These instructions are entered in the Order Entry Console."
  41. Hover over the "Has a Description" task.
  42. Validate the "Has a Description" task contains the text, "This task has a Task Description configured in the Task Definitions form. Addl Instructions: These instructions are entered in the Order Entry Console."
Task List - Various fixes and improvements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Update Client Data
  • Orders This Episode
  • Task Definitions
  • Task Associations
  • Frequency Code Setup
  • Order Entry User Definition
  • Task Shift
  • Task Frequency
Scenario 1: Task List - Bedboard Alert setup for Task List widget through CarePOV Management
Specific Setup:
  • 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
  1. Access the 'CarePOV Management' form.
  2. Select the 'Client Alerts' tab.
  3. Select "Edit" from the 'Add or Edit Alert' field.
  4. Select "New Orders (1)" from the 'Client Alert' field.
  5. Validate "Yes" is selected from the 'Active' field.
  6. Validate "New Order" is selected from the 'Alert Type' field.
  7. Select "Yes" from the 'Include in Client Header' field and click [Save].
  8. Validate a message is displayed that states: "Saved." and click [OK].
  9. Select "Edit" from the 'Add or Edit Alert' field.
  10. Select "Stat Orders (2)" from the 'Client Alert' field.
  11. Validate "Yes" is selected from the 'Active' field.
  12. Validate "Stat Order" is selected from the 'Alert Type' field.
  13. Select "Yes" from the 'Include in Client Header' field and click [Save].
  14. Validate a message is displayed that states: "Saved." and click [OK].
  15. Select "Edit" from the 'Add or Edit Alert' field.
  16. Select "Pregnant (11)" from the 'Client Alert' field.
  17. Validate "Yes" is selected from the 'Active' field.
  18. Validate "Pregnancy" is selected from the 'Alert Type' field.
  19. Select "Yes" from the 'Include in Client Header' field and click [Save].
  20. Validate a message is displayed that states: "Saved." and click [OK].
  21. Close the form.
  22. Select "Client A" and access the 'Update Client Data' form.
  23. Validate "Female" is selected from the 'Sex' field.
  24. Select "Pregnant" from the 'Pregnancy Status' field and click [Submit].
  25. Access the Order Entry Console.
  26. Search for and select "ADVIL MIGRAINE 200 MG CAPSULE, LIQUID FILLED ORAL" from the 'New Order' field.
  27. Set the 'Dose' field to "1".
  28. Select "Tablet" from the 'Dose Unit' field.
  29. Select "TWICE A DAY" from the 'Freq' field.
  30. Set the 'Duration' field to "1" and click [Days].
  31. Click [Add to Scratchpad]
  32. Search for and select "Lisinopril 5 MG Tablet ORAL" from the 'New Order' field.
  33. Set the 'Dose' field to "1".
  34. Select "TABLET" from the 'Dose Unit' field.
  35. Select "STAT" from the 'Freq' field.
  36. Validate the 'Duration' field contains "1" and [Days] is selected.
  37. Click [Add to Scratchpad] and [Sign].
  38. Validate the 'Order grid' contains an order for "ADVIL MIGRAINE 200 MG CAPSULE, LIQUID FILLED Tablet, TWICE A DAY".
  39. Validate the 'Order grid' contains an order for "Lisinopril 5 MG ORAL Tablet, STAT".
  40. Access the 'Task List' widget.
  41. Search for and select "Client A" from the 'Search Patients' field.
  42. Validate a 'Pregnancy' alert is displayed for the selected patient.
  43. Validate a 'New Orders' alert is displayed for the "Advil Migraine" order.
  44. Validate a 'Stat Orders' alert is displayed for the "Lisinopril" order.
Scenario 2: Task List - Creating a Scheduled Task using Interval Frequency
Specific Setup:
  • 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
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "E2H" and press [Tab].
  4. Set the 'Task Title' field to "Every Two Hours, Interval" and click [Submit].
  5. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Every Two Hours, Interval (E2H)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "RITALIN 10 MG TABLET ORAL" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "RITALIN 10 MG TABLET ORAL" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "MG" from the 'Dose Unit' field.
  18. Select "Every 2 Hours" from the 'Freq' field.
  19. Set the 'Duration' field to "6" and click [Days].
  20. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  21. Validate the 'Interactions' dialog is displayed.
  22. Override any interactions and click [Save Override and Exit] button.
  23. Access the 'Task List' widget.
  24. Search and select "Client A" from the 'Search Patients' field.
  25. Validate that three "Every Two Hours, Interval" tasks were created; the first task under the current hour, the second task two hours in the future, and the third task four hours in the future.
Scenario 3: Task List - Bedboard Alert - Continuous Orders (Medical Food)
Specific Setup:
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Medical Food”:
  • ‘(501) Order Type Category’ = “Pharmacy”
  • ‘(506) Default Orders To Open-Ended When No Default Duration’ = “Yes”
  • ‘(560) Is This a Medical Food Order Type’ = “Yes”
  • ‘(10181) Route of Administration’ = “GASTROSTOMY TUBE”, "J-TUBE", "NASOGASTRIC", "TUBE FEED", "INTRAVENOUS"
  • Please log out of the application and log back in after completing the above configuration.
  • An 'Order Code' must exist with an 'Order Type' of "Medical Food" and a 'Route of Administration' of "Tube Feed". (Medical Food)
  • 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
  1. Access the 'CarePOV Management' form.
  2. Select the 'Client Alerts' tab.
  3. Select "Edit" from the 'Add or Edit Alert' field.
  4. Select "Continuous Order (15)" from the 'Client Alert' field.
  5. Validate "Yes" is selected from the 'Active' field.
  6. Validate "Continuous Order" is selected from the 'Alert Type' field.
  7. Select "Yes" from the 'Include in Client Header' field and click [Save].
  8. Validate a message is displaying that states: "Saved." and click [OK].
  9. Close the form.
  10. Select "Client A" and access the Order Entry Console.
  11. Search for and select "Medical Food" from the 'New Order' field.
  12. Select "EVERY DAY" from the 'Freq' field.
  13. Validate the 'Route' field contains "TUBE FEED".
  14. Select "Pump" from the 'Admin Method' field.
  15. Validate the 'Rate Unit' field contains "mL/hr".
  16. Set the 'Rate Amount' field to "1".
  17. Set the 'Duration' field to "3" and click [Days].
  18. Click [Add to Scratchpad] and [Sign].
  19. Validate the 'Interactions' dialog is displayed.
  20. Override all interactions and click [Save Override and Exit].
  21. Validate the 'Order grid' contains an order for "Medical Food Tube Feed Pump Rate: 1 mL/hr EVERY DAY".
  22. Access the 'HomeView' and deselect "Client A".
  23. Select "Client A" and access the Order Entry Console.
  24. Validate the 'Client Header' contains a 'Client Alert' with an infinity symbol.
  25. Validate when hovering over the 'Client Alert' that a message is displayed that states: "Continuous Order (Medical Food)".
  26. Access the 'Task List' widget.
  27. Search for and select "Client A" from the 'Search Patients' field.
  28. Validate that the 'Client Card' contains a "Continuous Order" 'Bedboard Alert'.
Scenario 4: OE NX - New Order - Administration Method "IV Primary (Continuous)"
Specific Setup:
  • The following extended attributes must be set in the Order Entry Client Information '(20969) Administration Method' dictionary for “IVPR”:
  • ‘(20990) Preferred Description’ = “IV Continuous”
  • ‘(20991) Show Diluent’ = “No”
  • ‘(20992) Require Diluent’ = “No”
  • '(20993) Allow Selection' = "Yes"
  • '(20995) Show Additive Prompts' = "Yes"
  • '(20996) Applicable Routes' = "INTRAVENOUS"
  • Please log out of the application and log back in after completing the above configuration.
  • In the 'Order Code Setup' form the 'Additive Component' checkbox must be checked in the 'Is an IV Additive Component' field for the "DOPAMINE HCL 160 MG/1 ML SOLUTION INTRAVENOUS" order code.
  • 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
  1. Access the 'CarePOV Management' form.
  2. Select the 'Client Alerts' tab.
  3. Select "Edit" from the 'Add or Edit Alert' field.
  4. Select "Continuous Order (15)" from the 'Client Alert' field.
  5. Validate "Yes" is selected from the 'Active' field.
  6. Validate "Continuous Order" is selected from the 'Alert Type' field.
  7. Select "Yes" from the 'Include in Client Header' field and click [Save].
  8. Validate a message is displaying that states: "Saved." and click [OK].
  9. Close the form.
  10. Select "Client A" and access the Order Entry Console.
  11. Search for and select "Dextrose et DEXTROSE 5% Solution INTRAVENOUS" from the 'New Order' field.
  12. Set the 'Dose' field to "500".
  13. Select "mL" from the 'Dose Unit' field.
  14. Select "Continuous" from the 'Freq' field.
  15. Select "IV Continuous" from the 'Admin Method' field.
  16. Select "DOPAMINE HCL" from the 'Additive' field.
  17. Set the 'Additive Dose' field to "800".
  18. Select "MG" from the 'Additive Dose Unit' field.
  19. Select "As Directed" from the 'Rate Unit' field.
  20. Validate the 'Rate Amount' field contains "As Directed".
  21. Set the 'Volume Amount in ML' field to "800".
  22. Set the 'Duration' field to "28" and click [Days].
  23. Click [Add to Scratchpad] and [Sign].
  24. Validate the 'Order grid' contains an order for "Dextrose et DEXTROSE 5% INTRAVENOUS Solution Additive: DOPAMINE HCL 800 MG 500 mL, Continuous".
  25. Access the 'Task List' widget.
  26. Search for and select "Client A" from the 'Search Patients' field.
  27. Validate that the 'Client Card' contains a "Continuous Order" 'Bedboard Alert'.
Scenario 5: Task List - Creating an Unscheduled Task based on Task Shift frequencies
Specific Setup:
  • 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
  1. Access the 'Task Shift' form.
  2. Select "Add" from the 'Add/Edit Shift Definition' field.
  3. Set the 'New Shift Code' field to "Nurse" and press [TAB].
  4. Set the 'Shift Description' field to "Nursing Shifts".
  5. Set the 'Shift 1 Start Time' field to "0800" and press [TAB].
  6. Set the 'Shift 2 Start Time' field to "1600" and press [TAB].
  7. Set the 'Shift 3 Start Time' field to "0000" and press [TAB].
  8. Validate the 'Shift 1 End Time' field contains "1559".
  9. Validate the 'Shift 2 End Time' field contains "2359".
  10. Validate the 'Shift 3 End Time' field contains "0759".
  11. Click [Submit].
  12. Validate a message is displayed that states: "Task Shift has completed. Do you wish to return to form?" and click [No].
  13. Access the 'Task Frequency' form.
  14. Select "Add" from the 'Add/Edit Frequency' field.
  15. Set the 'New Task Frequency Code' field to "Nurse" and press [TAB].
  16. Set the 'Task Frequency Description' field to "Nursing Shifts".
  17. Select "Shift" from the 'Type of Frequency' field.
  18. Select "Nursing Shifts (Nurse)" from the 'Shift' field and click [Submit].
  19. Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No].
  20. Access the 'Task Definitions' form.
  21. Select "Add" from the 'Add/Edit Task Definition' field.
  22. Set the 'New Task Code' field to "Shift" and press [Tab].
  23. Set the 'Task Title' field to "Nurse Shift Example".
  24. Select "Yes" from the 'Override Originating Task Details' field
  25. Select "Nursing Shifts (Nurse)" from the 'Default Frequency' field.
  26. Set the 'Default Duration' field to "1".
  27. Select "Days" from the 'Default Duration (Units)' field and click [Submit].
  28. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  29. Access the 'Task Associations' form.
  30. Select "Task Definition" from the 'Task Type' field.
  31. Search for and select "Nurse Shift Example (Shift)" from the 'Task Group/Definition' field.
  32. Select "Add" from the 'Add/Edit/Delete Association' field.
  33. Select "Order Entry" from the 'Order Event' field.
  34. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'Order Code' field.
  35. Click [Update Associations] and [Submit].
  36. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  37. Select "Client A" and access the Order Entry Console.
  38. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'New Order' field.
  39. Set the 'Dose' field to "1".
  40. Select "Tablet" from the 'Dose Unit' field.
  41. Select "EVERY DAY" from the 'Freq' field.
  42. Set the 'Duration' field to "1" and click [Days].
  43. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  44. Access the 'Task List' widget.
  45. Search and select "Client A" from the 'Search Patients' field.
  46. Validate that one task labeled: 'Nurse Shift Example' is displayed and placed under the Unscheduled column based on the current time.
Topics
• myAvatar/myAvatar NX • Task List • Order Entry Console • NX