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Avatar CWS 2022 Update 10

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2021 Update 53

Product Update Form Description

The following enhancements are added to the Task List Console: 1) Support for task frequencies that result in occurrences that are due on a specific day, but without a specified time. 2) Grouping of individual task occurrences under one line item that have the same title/description and fall under the same column (including unscheduled, overdue, and hourly). 3) The Client Alert type for "Continuous Orders" will now sort to the front, along with the alert types for new and stat orders when client alert icons are shown in the Task List Console. 4) eMAR read-only orders included in the Task List Console that have the priority 'Stat' now include 'Stat' verbiage in the face-up display of the task's title. 5) The display of tasks with a shift-type frequency (and other tasks categorized as 'Unscheduled') is improved. A myAvatar Client Update or upgrade must also be installed for full functionality. In addition, the following Task List issues are resolved: 1) The error "zUpdateTaskEndDateTime+11^SYSTEM.Task.1" that may occur when an end date, but not an end time is specified for an intervention in the Treatment Plan. 2) Tasks with a frequency that has certain days of the week specified creates occurrences for the incorrect date. 3) Tasks with interval-type frequencies would create too many occurrences on the end date of the task. 4) Component tasks that are part of a task group would not be updated/ended when the source of the task group was discontinued or ended. 5) The administration time on a task occurrence source description does not appear correctly. 6) Clients that were removed from a user's nursing caseload could still appear in the current caseload filter in the Task List Console. 7) The frequency description would not display in the task details in the task list console. 8) One-time-only tasks, excluding eMAR read-only tasks, that have a duration (end date) greater than one day would not display in the task list console.

Included Updates

None

Required Updates

None

Details
NEW2 CHANGED0 FIXED1
New (2)
Task List - Unscheduled Tasks
A change is made to how and when tasks are displayed in the Unscheduled column.
Value Added: Tasks in the Unscheduled column display when they should be completed and for the appropriate shifts.
Topics
• NX • Order Entry Console • STAT Order • Task List
 
Task List - Continuous Order alerts
A change is made to group Continuous Order alerts with other order-related alerts.
Value Added: Continuous Order alerts are ordered to be consistent with other similar alerts.
Topics
• Order Entry Console • Task List
 
Fixed (1)
Task List - General Changes & Improvements
Several changes are made that impact the display, grouping, and behavior of tasks within the Task List console.
Topics
• Manage Nursing Caseload • myAvatar/myAvatar NX • NX • Order Entry Console • Task List • Treatment Plan
 
Acceptance Tests
AV-76676 Summary | Details
Task List - Unscheduled Tasks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
  • Task Frequency
  • Task Shift
  • Frequency Code Setup
Scenario 1: 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 Shift' 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.
Scenario 2: Task List - Creating an unscheduled Task to be completed the following day
Specific Setup:
  • A frequency code must exist that has no 'Hours of Administration' selected and has the next day of the week selected under 'Daily Administration'. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "NextDay" and press [Tab].
  4. Set the 'Task Title' field to "Next Day Task" 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 "Next Day Task (NextDay)" 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 "ABATINEX 680 MG CAPSULE 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 "ABATINEX 680 MG CAPSULE ORAL" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "Capsule" from the 'Dose Unit' field.
  18. Select "Frequency Code A" from the 'Freq' field.
  19. Set the 'Duration' field to "7" 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 no tasks labeled "Next Day Task" are displayed under the 'Unscheduled' column.
Scenario 3: Task List - Creating and Discontinuing an Interval Task that occurs multiple times per hour
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 "15mins" and press [Tab].
  4. Set the 'Task Title' field to "Every 15 Minutes Task" 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 15 Minutes Task (15mins)" 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 "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" 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 "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "app" from the 'Dose Unit' field.
  18. Select "Every 15 Minutes" from the 'Freq' field.
  19. Set the 'Duration' field to "1" and click [Days].
  20. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  21. Access the 'Task List' widget.
  22. Search and select "Client A" from the 'Search Patients' field.
  23. Validate four tasks labeled "Every 15 Minutes Task" are created under every future hour.
  24. Access the Order Entry Console.
  25. Select the order for "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" and click [D/C].
  26. Set the 'Discontinue Time' field to two hours from the current time.
  27. Click [Add to Scratchpad] and [Sign].
  28. Access the 'Task List' widget.
  29. Validate that any tasks labeled "Every 15 Minutes Task" are discontinued starting at two hours from the current time.
Scenario 4: Task List - Creating a Task with a STAT 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 "Stat" and press [Tab].
  4. Set the 'Task Title' field to "Stat Task" 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 "Stat Task (Stat)" 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 "AQUA VELVA CLASSIC ICE BLUE SOLUTION TOPICAL APPLICATION" 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 "AQUA VELVA CLASSIC ICE BLUE SOLUTION TOPICAL APPLICATION" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "app" from the 'Dose Unit' field.
  18. Select "STAT" from the 'Freq' field.
  19. Validate the 'Duration' field contains "1" and [Days] is selected.
  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 one user-defined task labeled "Stat Task" was created and placed under the 'Unscheduled' column.
  26. Validate that one eMAR task labeled "STAT Med Admin" was created and placed under the 'Unscheduled' column.
Topics
• NX • Order Entry Console • STAT Order • Task List
AV-76678 Summary | Details
Task List - Continuous Order alerts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Orders This Episode
  • Order Code Setup
  • Order Entry User Definition
Scenario 1: 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 2: 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'.
Topics
• Order Entry Console • Task List
AV-77996 Summary | Details
Task List - General Changes & Improvements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Orders This Episode
  • Task Associations
  • Task Definitions
  • Task Frequency
  • Task Shift
  • Task Group Definitions
  • Avatar eMAR
  • Admission
  • Nursing Caseload Assignment
  • Frequency Code Setup
  • Order Code Setup
  • Order Entry User Definition
  • Treatment Plan
Scenario 1: Task List - Task Group Definitions (Start of Group, End of Group, and Previous Task offsets)
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 "Start" and press [Tab].
  4. Set the 'Task Title' field to "Start Task" and click [Submit].
  5. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
  6. Select "Add" from the 'Add/Edit Task Definition' field.
  7. Set the 'New Task Code' field to "Previous" and press Tab.
  8. Set the 'Task Title' field to "Previous Task" and click [Submit].
  9. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
  10. Select "Add" from the 'Add/Edit Task Definition' field.
  11. Set the 'New Task Code' field to "End" and press Tab.
  12. Set the 'Task Title' field to "End Task" and click [Submit].
  13. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  14. Access the 'Task Group Definitions' form.
  15. Select "Add" from the 'Add/Edit Task Group Definition' field.
  16. Set the 'New Task Group Code' field to "Group" and press Tab.
  17. Set the 'Task Group Definition' field to "Task Group".
  18. Select "Add" from the 'Add/Edit Task' field.
  19. Search for and select "Start Task" from the 'Task To Add' field.
  20. Select "Start of Group" from the 'Offset From Event' field.
  21. Set the 'Duration' field to "1" and press Tab.
  22. Select "Hours" from the 'Duration Units' field.
  23. Select "Every Hour" from the 'Frequency' field and click [Update Group].
  24. Select "Add" from the 'Add/Edit Task' field.
  25. Search for and select "Previous Task (Previous)" from the 'Task To Add' field.
  26. Set the 'Offset' field to "1" and press Tab.
  27. Select "Hours" from the 'Offset Units' field.
  28. Select "Previous Task" from the 'Offset From Event' field.
  29. Select "1 - Start Task (Start)" from the 'Offset From Event Task' field.
  30. Set the 'Duration' field to "1" and press Tab.
  31. Select "Hours" from the 'Duration Units' field.
  32. Select "Every Hour" from the 'Frequency' field and click [Update Group].
  33. Select "Add" from the 'Add/Edit Task' field.
  34. Search for and select "End Task (End)" from the 'Task To Add' field.
  35. Select "End of Group" from the 'Offset From Event' field.
  36. Set the 'Duration' field to "1" and press Tab.
  37. Select "Hours" from the 'Duration Units' field.
  38. Select "Every Hour" from the 'Frequency' field and click [Update Group] and [Submit].
  39. Validate a message is displayed that states: "Task Group Definitions has completed. Do you wish to return to form?" and click [No].
  40. Access the 'Task Associations' form.
  41. Select "Task Group" from the 'Task Type' field.
  42. Search for and select "Task Group (Group)" from the 'Task Group/Definition' field.
  43. Select "Add" from the 'Add/Edit/Delete Association' field.
  44. Select "Order Entry" from the 'Order Event' field.
  45. Search for and select "XANAX 2 MG TABLET ORAL" from the 'Order Code' field.
  46. Click [Update Associations] and [Submit].
  47. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  48. Select "Client A" and access the Order Entry Console.
  49. Search for and select "XANAX 2 MG TABLET ORAL" from the 'New Order' field.
  50. Set the 'Dose' field to "2".
  51. Select "MG" from the 'Dose Unit' field.
  52. Select "Every Hour" from the 'Freq' field.
  53. Set the 'Duration' field to "3" and click [Hours].
  54. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  55. Validate the 'Interactions' dialog is displayed.
  56. Override any interactions and click [Save Override and Exit] button.
  57. Access the 'Task List' widget.
  58. Search and select "Client A" from the 'Search Patients' field.
  59. Validate the tasks labeled: "Start Task" and "Previous Task" are displayed and are one hour apart.
  60. Validate the task labeled: "End Task" is displayed and is one to two hours from the "Previous Task" depending on the order Start Time.
Scenario 2: Task List - Generate Task based on eMAR Administration event
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 "eMAR" and press Tab.
  4. Set the 'Task Title' field to "eMAR Admin Task" and click [Submit].
  5. Validate a message is displayed that states: "Form Return 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 "eMAR Admin Task (eMAR)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Administration" from the 'Order Event' field.
  11. Search for and select "ACTISORB SILVER 220 100 GM-220 MG DRESSING TOPICAL APPLICATION" from the 'Order Code' field.
  12. Set the 'Offset' field to "1".
  13. Select "Hours" from the 'Offset Units' field.
  14. Set the 'Duration' field to "2".
  15. Select "Hours" from the 'Duration Units' field.
  16. Select "Every Hour (Q1H)" from the 'Frequency' field.
  17. Click [Update Associations] and [Submit].
  18. Validate a message is displayed that states: "Form Return 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 "eMAR Admin Task (eMAR)" from the 'Task Group/Definition' field.
  21. Select "Edit" from the 'Add/Edit/Delete Association' field.
  22. Select "ACTISORB SILVER 220 100 GM-220 MG TOPICAL APPLICATION DRESSING (19547)" from the 'Existing Association' field.
  23. Validate "Administration" is selected from the 'Order Event' field.
  24. Validate the 'Order Code' field contains "ACTISORB SILVER 220".
  25. Validate the 'Offset' field contains "1".
  26. Validate "Hours" is selected from the 'Offset Units' field.
  27. Validate the 'Frequency' field contains "Every Hour (Q1H)".
  28. Validate the 'Duration' field contains "2".
  29. Validate "Hours" is selected from the 'Duration Units' field and click [Submit].
  30. Validate a message is displayed that states: "Form Return Task Associations has completed. Do you wish to return to form?" and click [No].
  31. Select "Client A" and access the Order Entry Console.
  32. Search for and select "ACTISORB SILVER 220 100 GM-220 MG DRESSING TOPICAL APPLICATION" from the 'New Order' field.
  33. Set the 'Dose' field to "1".
  34. Select "app" from the 'Dose Unit' field.
  35. Select "STAT" from the Freq: field.
  36. Validate the 'Duration' field contains "1".
  37. Validate [Days] is selected.
  38. Click [Add to Scratchpad] and [Sign].
  39. Validate the 'Order grid' contains an order for "ACTISORB SILVER 220 100 GM-220 MG TOPICAL APPLICATION DRESSING1 app, STAT".
  40. Access the 'Task List' widget.
  41. Validate that one "STAT Med Admin" task was created under the Unscheduled column.
  42. Validate the "eMAR Admin Task" was not created.
  43. Access the 'eMAR' widget.
  44. Validate the "ACTISORB SILVER 220 100 GM-220 MG" order is displayed with no hours of administration.
  45. Select the first cell with hours of administration and click [Administer].
  46. Perform 'Order Acknowledgement' and 'Client Education' for the "ACTISORB SILVER 220 100 GM-220 MG" order.
  47. Verify the 'Administration Event' dialog exists.
  48. Set the 'Med ID' cell to "51978-0002-72".
  49. Validate the 'Qty' cell is equal to "1".
  50. Validate the 'Unit' cell is equal to "app".
  51. Select any successful administration event from the 'Administration Event' field.
  52. Check the 'Accept administration information entered' checkbox and click [Ok].
  53. Validate the "ACTISORB SILVER 220 100 GM-220 MG" order is displayed with "1 app" and the time administered in military format, under the current date.
  54. Access the 'Task List' widget.
  55. Validate the first "STAT Med Admin" task has been completed and removed from the Task List widget.
  56. Validate that two "eMAR Admin Task" tasks are created, with the first one being offset by one hour from the time of the completed "Med Admin" task.
Scenario 3: Task List - Updating 'My Task' view in Task List widget through Nursing Caseload
Steps
  1. Access the 'Admission' form.
  2. Enter values for the 'Last Name', 'First Name', 'Sex', 'Social Security #', and 'Date Of Birth' fields and click [Search].
  3. Click [New Client].
  4. Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes].
  5. Set the 'Preadmit/Admission Date' field to the current date.
  6. Set the 'Preadmit/Admission Time' field to the current time.
  7. Select any inpatient program from the 'Program' field.
  8. Fill out all other required fields and click [Submit].
  9. Access the 'Task List' widget.
  10. Verify that the new client is not under the "My Caseload" view.
  11. Access the 'Nursing Caseload Assignment' form.
  12. Select the unit the new client was admitted to from the 'Select Clients From Unit' field.
  13. Select the new client from the 'Select Clients To Include In Current Caseload' field and click [Move Selected Clients to Current Caseload].
  14. Validate the client was added to the 'Current Caseload' field and click [Submit].
  15. Access the 'Task List' widget and click [Refresh Tasks].
  16. Validate the new client is now appearing under the "My Caseload" view.
  17. Access the 'Nursing Caseload Assignment' form.
  18. Deselect the new client from the 'Current Caseload' field and click [Submit].
  19. Access the 'Task List' widget and click [Refresh Tasks].
  20. Validate the new client is no longer appearing under the "My Caseload" view.
Scenario 4: 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 5: Task List - Task Frequency - Creating a Task without an associated Order Entry Frequency Code
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 "freq" and press Tab.
  4. Set the 'Task Title' field to "Non-OE Frequency" and click [Submit].
  5. Validate a message is displayed that states: "Form Return Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Frequency' form.
  7. Select "Add" from the 'Add/Edit Frequency' field.
  8. Set the 'New Task Frequency Code' field to "E6H" and press Tab.
  9. Set the 'Task Frequency Description' field to "Every 6 Hours".
  10. Select "Timed" from the 'Type of Frequency' field.
  11. Select "Yes" from the 'Daily Task' field.
  12. Select the following times from the 'Task Timing Check Appropriate Hours' section: 00:00 - AM, 06:00 - AM, 12:00 - PM, 18:00 - PM.
  13. Click [Submit].
  14. Validate a message is displayed that states: "Form Return Task Frequency has completed. Do you wish to return to form?" and click [No].
  15. Access the 'Task Associations' form.
  16. Select "Task Definition" from the 'Task Type' field.
  17. Search for and select "Non-OE Frequency (freq)" from the 'Task Group/Definition' field.
  18. Select "Add" from the 'Add/Edit/Delete Association' field.
  19. Select "Administration" from the 'Order Event' field.
  20. Search for and select "AROMASIN 25 MG TABLET ORAL" from the 'Order Code' field.
  21. Set the 'Offset' field to "0".
  22. Select "Hours" from the 'Offset Units' field.
  23. Select "Every 6 Hours (E6H)" from the 'Frequency' field.
  24. Set the 'Duration' field to "1".
  25. Select "Days" from the 'Duration Units' field.
  26. Click [Update Associations] and [Submit].
  27. Validate a message is displayed that states: "Form Return Task Associations has completed. Do you wish to return to form?" and click [No].
  28. Select "Client A" and access the Order Entry Console.
  29. Search for and select "AROMASIN 25 MG TABLET ORAL" from the 'New Order' field.
  30. Set the 'Dose' field to "25".
  31. Select "MG" from the 'Dose Unit' field.
  32. Select "DAILY" from the 'Freq' field.
  33. Set the 'Duration' field to "1" and click [Days].
  34. Click [Add to Scratchpad] and [Sign].
  35. Validate the 'Order grid' contains an order for "AROMASIN 25 MG ORAL TABLET 25 MG, DAILY i".
  36. Access the 'Task List' widget.
  37. Search for and select "Client A" from the 'Search Patients' field.
  38. Validate that the "Non-OE Frequency" task was not created.
  39. Access the 'eMAR' widget.
  40. Validate the "AROMASIN 25 MG ORAL TABLET" order is displayed with no hours of administration.
  41. Select the first cell under the current date and click [Administer].
  42. Perform 'Order Acknowledgement' and 'Client Education' for the "AROMASIN 25 MG ORAL TABLET" order.
  43. Verify the 'Administration Event' dialog exists.
  44. Set the 'Med ID' cell to "00009-7663-04".
  45. Validate the 'Qty' cell is equal to "25".
  46. Validate the 'Unit' cell is equal to "MG".
  47. Select any successful administration event from the 'Administration Event' field.
  48. Check the 'Accept administration information entered' checkbox and click [OK].
  49. Validate the "AROMASIN 25 MG ORAL TABLET" order is displayed with "25 MG" and the time administered in military format, under the current date.
  50. Access the 'Task List' widget.
  51. Search for and select "Client A" from the 'Search Patients' field.
  52. Validate that "Non-OE Frequency" tasks are created under the future hours of 0000, 0600, 1200, and 1800.
Scenario 6: Task List - Creating an Intervention Task based on Treatment Plan
Specific Setup:
  • In the Site Specific Section Modeling form - CWS60000 (Treatment Plan) Interventions section, the following site specific fields must be configured:
  • "Date Opened" must have the 'Label' field set to "Start Date".
  • "SS Treatment Plan Int Time 1" must have the 'Label' field set to "Start Time".
  • "SS Treatment Plan Int Time 1" must have "Use as 'Open Time' (Task List)" selected from the 'Product Custom Logic Definition' field.
  • "Date Closed" must have the 'Label' field set to "End Date".
  • "SS Treatment Plan Int Time 2" must have the 'Label' field set to "End Time".
  • "SS Treatment Plan Int Time 2" must have "Use as 'Close Time' (Task List)" selected from the 'Product Custom Logic Definition' field.
  • "SS Treatment Plan Int Time 2" must have "No" selected from the 'Initially Required' field.
  • A client must have an active 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' field to "TestPlan".
  4. Select any value from the 'Plan Type' field.
  5. Select "Draft" from the 'Treatment Plan Status' field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Search for and select "Pain in and around eye" from the 'Problem Code' field.
  8. Set the 'Problem' field to "Client A - Problem".
  9. Select "Active" from the 'Status' field and click [Add New Intervention].
  10. Set the 'Intervention' field to "Client A - Intervention".
  11. Select "Active" from the Status field.
  12. Select "Every 2 Hours" from the 'Task Frequency' field.
  13. Validate the 'Start Date' field contains the current date.
  14. Set the 'Start Time' field to the current time.
  15. Set the 'End Date' field to two days from the current date and click [Return to Plan].
  16. Validate a message is displayed that states "Plan saved successfully." and click [OK].
  17. Click [Submit].
  18. Access the 'Task List' widget.
  19. Search for and select "Client A" from the 'Search Patients' field.
  20. Validate that a task named "Client A - Intervention" was created under the current hour and alternates every other hour going forward.
Topics
• Manage Nursing Caseload • myAvatar/myAvatar NX • NX • Order Entry Console • Task List • Treatment Plan

 

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