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Avatar CWS 2022 Update 98

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2021 Update 53
Avatar CareFabric 2022 Update 76

Product Update Form Description

The following changes are made: 1) Avatar CWS is enhanced to support PRN tasks in the 'Task List' Application. 2) The fields 'Valid Administration Window', 'Valid Administration Window Units', 'Warn in eMAR when pre-admin assessment is not completed' are added to the 'Task Associations' form. 3) The fields 'Priority', 'Maximum Number of Performed Tasks Per Period', 'PRN Period', 'PRN Period Units', 'Minimum time between performed tasks', and 'Minimum time between performed tasks unit' are added to the 'Task Frequency' Form. 4) An issue where 'task frequencies' are not created using the 'Task List Export/Import tool' is resolved. 5) An issue where 'Standing Task(s)' may not be created after admission is resolved. 6) The error "[NOROUTINE]GetEMARData+9^TaskListEMARIntegration *eMARAPIGetOrderData" that may occur when launch the 'Task List' application is resolved. 7) The error "[PROPERTY DOES NOT EXIST] *PATID,SYSTEM.TaskOccurrence" that may occur while doing a client merge or delete last movement is now resolved. 8) An issue where unscheduled eMAR tasks displayed in the Task List Console would not be removed from the view after an administration is recorded in eMAR is resolved. 9) The Task List Console is enhanced to display eMAR follow-up reminders. 10) An issue where too many task occurrences we created or task occurrences were incorrectly created as 'unscheduled' when using the 'override originating details' option in Task Definition. Note: A Avatar NX update is required to make use of the 'PRN' functionality.

Included Updates

3, 4, 6, 10, 13, 13.1, 17, 24, 27, 28, 31, 32, 35, 37, 40, 45, 46, 49, 50, 55, 57, 59, 61, 68, 69, 76, 82, 90

Required Updates

None

Details
NEW2 CHANGED0 FIXED6
New (2)
Task List - PRN Tasks and PRN "Med Admin" Tasks
The following changes are made:
1) Avatar CWS is enhanced to support PRN tasks in the 'Task List' Application.
2) The fields 'Valid Administration Window', 'Valid Administration Window Units', 'Warn in eMAR when pre-admin assessment is not completed' are added to the 'Task Associations' form.
3) The fields 'Priority', 'Maximum Number of Performed Tasks Per Period', 'PRN Period', 'PRN Period Units', 'Minimum time between performed tasks', and 'Minimum time between performed tasks unit' are added to the 'Task Frequency' Form.

Note: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
Value Added: Avatar CWS is enhanced to support PRN tasks in the 'Task List' application.
Topics
• myAvatar/myAvatar NX • NX • Task List
 
Task List - Follow-Up Reminders
The Task List Console is enhanced to display eMAR follow-up reminders.

Note: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
Value Added: Task List has been enhanced to display follow-up reminders that are set to be created on an administration in eMAR.
Topics
• myAvatar/myAvatar NX • NX • Task List
 
Fixed (6)
Task List - Unscheduled Daily 'Med Admin' Tasks
An issue is resolved to ensure that unscheduled eMAR tasks displayed in the Task List Console are removed from the view after a successful administration is recorded in eMAR. An additional issue is also resolved to ensure that Med Admin tasks would not remain in the task list after the order was D/C'd. A final issue is resolved to ensure that an unscheduled Med Admin task would move to the 'Overdue' column at the start of a new day if the associated oreder was not successfully administered in eMAR.

Note: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
Topics
• myAvatar/myAvatar NX • NX • Task List
 
Client Merge / Delete Last Movement - Target Client Has Active Tasks
An issue is resolve to ensure that a client merge or delete last movement can be completed without error.

Note: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
Topics
• Client Merge • NX • Task List
 
Task List - Standing Tasks on Admission
An issue is resolved to ensure 'Standing Task(s) are created after admission.

Note: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
Topics
• myAvatar/myAvatar NX • NX
 
Task List Import/Export Form - Task Frequencies
An issue is resolved to ensure that 'task frequencies' are created when using the 'Task List Export/Import tool'.

Note: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
Topics
• NX • Task List
 
Task List - Task Definition - Override Originating Details
An issue is resolved to ensure that when using the 'Override Originating Details' option in the 'Task Definition' form if no default duration is set, then the task will use the duration from it's associated order.
Note: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
Topics
• NX • Task List
 
Task List - Duplicate Tasks Being Generated and Scheduled Tasks Showing as "Unscheduled"
An issue is resolved to ensure that tasks with a defaulted frequency that is not unscheduled and that are not set up to "Override Originating Details" in the 'Task Definition' form do not end up in the 'Unscheduled' column when associated to orders with no frequency code.

Note: Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
Topics
• myAvatar/myAvatar NX • NX • Order Entry Console • Task List
 
Acceptance Tests
AV-80466 Summary | Details
Task List - Unscheduled Daily 'Med Admin' Tasks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Orders This Episode
Scenario 1: Task List - Unscheduled Daily 'Med Admin' Tasks - Administer, Void and D/C the Order
Specific Setup:
  • A pharmacy-type order code must exist. (Order Code A)
  • A NDC for "Order Code A" must be noted.
  • A frequency code that occurs once daily, with no set hours of administration, must exist. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Select "Frequency Code A" from the 'Frequency' field.
  4. Set the 'Start Date' field to "T-2".
  5. Fill out any remaining required fields.
  6. Click [Add to Scratchpad] and [Sign].
  7. Access the 'Task List' widget.
  8. Search for and select "Client A" from the 'Search Patients' field.
  9. Click [Refresh Tasks] and validate that there is a "Med Admin" task in the 'Unscheduled' column for "Order Code A" due today.
  10. Access the 'eMAR' widget.
  11. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date.
  12. Double-click the first cell under the current date.
  13. Complete 'Order Acknowledgment' and 'Client Education'.
  14. Validate that the 'Administration Event' dialog is displayed.
  15. Set the 'Med ID' field to "Order Code A's" NDC.
  16. Select "Nurse Administered" in the 'Administration Event' field.
  17. Check the 'Accept administration information entered' checkbox and click [OK].
  18. Validate the first cell under the current date contains the amount administered and the time administered.
  19. Access the 'Task List' widget.
  20. Search for and select "Client A" from the 'Search Patients' field.
  21. Click [Refresh Tasks] and validate that there is no longer a "Med Admin" task in the 'Unscheduled' column for "Order Code A".
  22. Access the 'eMAR' widget.
  23. Right click on the administered cell for "Order Code A" and select 'Void Administration Event'.
  24. Validate the 'Administration Event - Void' dialog is displayed and click [Submit Void].
  25. Validate a message is displayed stating "Are you sure you want to void this result?" and click [Yes].
  26. Validate the order contains "1 Void Exists" in red font in the top right corner of 'Order Description' and validate there is no information in any cell under the current date.
  27. Access the 'Task List' widget.
  28. Search for and select "Client A" from the 'Search Patients' field.
  29. Click [Refresh Tasks] and validate that there is a "Med Admin" task in the 'Unscheduled' column for "Order Code A" due today.
  30. Access the Order Entry Console.
  31. Select "Order Code A" from the 'Order grid' and click [D/C].
  32. Set the 'Discontinue Date' field to "T-1", click [Add to Scratchpad] and click [Sign].
  33. Access the 'Task List' widget.
  34. Search for and select "Client A" from the 'Search Patients' field.
  35. Click [Refresh Tasks] and validate that there is no longer a "Med Admin" task in the 'Unscheduled' column for "Order Code A".
Topics
• myAvatar/myAvatar NX • NX • Task List
AV-81580 Summary | Details
Task List - PRN Tasks and PRN "Med Admin" 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 List Dialog
  • eMAR widget
Scenario 1: Task List - PRN Task - Order Entry - Order Code Without Reason Modifier
Specific Setup:
  • Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
  • A pharmacy-type order code must exist. (Order 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 Frequency' form.
  2. Select "Add" from the 'Add/Edit Frequency' field.
  3. Set the 'New Task Frequency Code' field to "TestPRN".
  4. Set the 'Task Frequency Description' field to "Test PRN Frequency - Min 4 hours".
  5. Select "Unscheduled" in the 'Type of Frequency' field.
  6. Select "PRN" from the 'Priority' field.
  7. Set the 'PRN Period' field to "1".
  8. Select "Days" in the 'PRN Period Units" field.
  9. Set the 'Minimum time between performed tasks' field to "4".
  10. Select "Hours" in the 'Minimum time between performed tasks unit' field and click [Submit]
  11. Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No].
  12. Access the 'Task Definitions' form.
  13. Select "Add" from the 'Add/Edit Task Definition' field.
  14. Set the 'New Task Code' field to "PRNOEOC".
  15. Set the 'Task Title' field to "PRN Task - Order Entry - Order Code".
  16. Select "Yes" in the 'Override Originating Task Details' field.
  17. Select "Test PRN Frequency - Min 4 hours (TestPRN)" from the 'Default Frequency' field and click [Submit].
  18. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  19. Access the 'Task Associations' form.
  20. Select "Task Definition" from the 'Task Type' field.
  21. Search for and select "PRN Task - Order Entry - Order Code (PRNOEOC)" from the 'Task Group/Definition' field.
  22. Select "Add" from the 'Add/Edit/Delete Association' field.
  23. Select "Order Entry" from the 'Order Event' field.
  24. Search for and select "Order Code A" from the 'Order Code' field.
  25. Click [Update Associations] and [Submit].
  26. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  27. Select "Client A" and access the Order Entry Console.
  28. Search for and select "Order Code A" from the 'New Order' field.
  29. Fill out all required fields click [Add to Scratchpad] and then [Sign].
  30. Validate the 'Order grid' contains an order for "Order Code A".
  31. Access the 'Task List' widget.
  32. Search for and select "Client A" from the 'Search Patients' field.
  33. Hover over the '(#) PRN TASKS' field to see all current PRN tasks and validate a task for "PRN Task - Order Entry - Order Code" is shown and that its next available time is "Now".
  34. Click [(#) PRN Tasks] to lock the screen in place and then click [Complete] for the "PRN Task - Order Entry - Order Code" task.
  35. Validate the 'Complete Date' and 'Complete Time' fields are equal to the current date/time and click [Save].
  36. Click [(#) PRN Tasks] and validate that the next available time is set to 4 hours from the current time for the "PRN Task - Order Entry - Order Code" task and that there is no green dot next to the task.
Scenario 2: Task List - PRN Task - Order Entry - Order Code With Reason Modifier
Specific Setup:
  • Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
  • A pharmacy-type order code must exist. (Order Code A)
  • A frequency code with a "PRN" priority must exist. (Frequency Code A)
  • A reason code must exist. (Reason 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 "PRNOEOCRM".
  4. Set the 'Task Title' field to "PRN Task - Order Entry-Order Code w/ RM".
  5. Select "No" in the 'Override Originating Task Details' field and click [Submit].
  6. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  7. Access the 'Task Associations' form.
  8. Select "Task Definition" from the 'Task Type' field.
  9. Search for and select "PRN Task - Order Entry-Order Code w/ RM (PRNOEOCRM)" from the 'Task Group/Definition' field.
  10. Select "Add" from the 'Add/Edit/Delete Association' field.
  11. Select "Order Entry" from the 'Order Event' field.
  12. Search for and select "Order Code A" from the 'Order Code' field.
  13. Select "Reason Code A" from the 'Reason Modifier(s)' field.
  14. Click [Update Associations] and [Submit].
  15. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  16. Select "Client A" and access the Order Entry Console.
  17. Search for and select "Order Code A" from the 'New Order' field.
  18. Select "Frequency Code A" from the 'Freq' field.
  19. Fill out all remaining required fields click [Add to Scratchpad] and [Sign].
  20. Validate the 'Order grid' contains an order for "Order Code A".
  21. Access the 'Task List' widget.
  22. Search for and select "Client A" from the 'Search Patients' field.
  23. Hover over the "(#) PRN Meds' field and validate that the order for "Order Code A" is shown and that it states "Navigate to MAR to complete".
  24. Hover over the '(#) PRN Tasks' field to see all current 'PRN' tasks and validate there in no task for "PRN Task - Order Entry-Order Code w/ RM" shown.
  25. Access the Order Entry Console.
  26. Select "Order Code A" from the 'Order grid' and then click [Modify].
  27. Select "Reason Code A" from the 'Reason' field.
  28. Click [Add to Scratchpad] and [Sign].
  29. Access the 'Task List' widget.
  30. Hover over the "(#) PRN Meds' field and validate that just one order for "Order Code A" is shown and that it states "Navigate to MAR to complete".
  31. Hover over the '(#) PRN Tasks' field to see all current 'PRN' tasks and validate there is a task for "PRN Task - Order Entry-Order Code w/ RM" shown.
  32. Access the Order Entry Console.
  33. Select "Order Code A" and click [D/C].
  34. Click [Add to Scratchpad] and [Sign].
  35. Access the 'Task List' widget.
  36. Hover over the "(#) PRN Meds' field and validate that no order for "Order Code A" is shown.
  37. Hover over the '(#) PRN Tasks' field to see all current 'PRN' tasks and validate there is no longer a task for "PRN Task - Order Entry-Order Code w/ RM" shown.
Scenario 3: Task List - PRN Task - Pre-Administration - Route
Specific Setup:
  • Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
  • A route associated with pharmacy type orders must exist. (Route A)
  • Three pharmacy order codes who's route is "Route A" must exist. (Order Code A) (Order Code B) (Order Code C)
  • A PRN priority frequency code must exist. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "PRNPAR".
  4. Set the 'Task Title' field to "PRN Task - Pre-Administration - Route".
  5. Click [No] from the 'Override Originating Task Details' field and click [Submit].
  6. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  7. Access the 'Task Associations' form.
  8. Select "Task Definition" from the 'Task Type' field.
  9. Search for and select "PRN Task - Pre-Administration - Route (PRNPAR)" from the 'Task Group/Definition' field.
  10. Select "Add" from the 'Add/Edit/Delete Association' field.
  11. Select "Pre-Administration" from the 'Order Event' field.
  12. Select "Route A" from the 'Route of Administration' field.
  13. Click [No] from the 'Warn in eMAR when pre-admin assessment is not completed' field.
  14. Click [Update Associations] and [Submit].
  15. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  16. Select "Client A" and access the Order Entry Console.
  17. Search for and select "Order Code A" from the 'New Order' field.
  18. Select "Frequency Code A" from the 'Freq' field.
  19. Fill out all remaining required fields click [Add to Scratchpad].
  20. Search for and select "Order Code B" from the 'New Order' field.
  21. Select "Frequency Code A" from the 'Freq' field.
  22. Fill out all remaining required fields click [Add to Scratchpad].
  23. Search for and select "Order Code C" from the 'New Order' field.
  24. Select "Frequency Code A" from the 'Freq' field.
  25. Fill out all remaining required fields click [Add to Scratchpad] and then [Sign].
  26. Validate the 'Order grid' contains an order for "Order Code A", "Order Code B" and "Order Code C".
  27. Access the 'Task List' widget.
  28. Search for and select "Client A" from the 'Search Patients' field.
  29. Hover over the '(#) PRN TASKS' field to see all current PRN tasks and validate that only one task for "PRN Task - Pre-Administration - Route" is shown and that its next available time is "Now".
  30. Access the Order Entry Console.
  31. Select "Order Code B" form the Order grid, click [D/C] click [Add to Scratchpad] and click [sign].
  32. Access the 'Task List' widget.
  33. Search for and select "Client A" from the 'Search Patients' field.
  34. Hover over the '(#) PRN TASKS' field to see all current PRN tasks and validate that there is still only one task for "PRN Task - Pre-Administration - Route" shown.
Scenario 4: Task List - PRN Task - Administration - Reason
Specific Setup:
  • Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
  • A reason code must exist. (Reason Code A)
  • a pharmacy type order code must exist. (Order Code A)
  • An NDC for "Order Code A" must be noted.
  • A PRN priority frequency code must exist. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "PRNAR".
  4. Set the 'Task Title' field to "PRN Task - Administration - Reason".
  5. Click [No] from the 'Override Originating Task Details' field and click [Submit].
  6. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  7. Access the 'Task Associations' form.
  8. Select "Task Definition" from the 'Task Type' field.
  9. Search for and select "PRN Task - Administration - Reason (PRNAR)" from the 'Task Group/Definition' field.
  10. Select "Add" from the 'Add/Edit/Delete Association' field.
  11. Select "Administration" from the 'Order Event' field.
  12. Select "Reason Code A" from the 'Reason' field.
  13. Set the 'Offset' field to "10".
  14. Click [Minutes] from the 'Offset Units' field.
  15. Select "Frequency Code A" from the 'Frequency' field.
  16. Set the 'Duration' field to "4".
  17. Click [Hours] from the 'Duration Units' field.
  18. Click [Update Associations] and [Submit].
  19. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  20. Select "Client A" and access the Order Entry Console.
  21. Search for and select "Order Code A" from the 'New Order' field.
  22. Select "Reason Code A" from the 'Reason' field.
  23. Select "Frequency Code A" from the 'Freq' field.
  24. Fill out all remaining required fields.
  25. Click [Add to Scratchpad] and then [Sign].
  26. Validate the 'Order grid' contains an order for "Order Code A".
  27. Access the 'Task List' widget.
  28. Search for and select "Client A" from the 'Search Patients' field.
  29. Hover over the '(#)PRN Meds' field and validate that one is showing for "Order Code A"
  30. Hover over the '(#) PRN Tasks' field to see all current PRN tasks and validate no task for "PRN Task - Administration - Reason" is shown.
  31. Access the eMAR tab.
  32. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date.
  33. Double-click the first cell under the current date.
  34. Complete 'Order Acknowledgment' and 'Client Education'.
  35. Validate that the 'Administration Event' dialog is displayed.
  36. Set the 'Med ID' field to "Order Code A's" NDC.
  37. Select "Nurse Administered" in the 'Administration Event' field.
  38. Check the 'Accept administration information entered' checkbox
  39. Click [OK].
  40. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given.
  41. Access the 'Task List' widget.
  42. Search for and select "Client A" from the 'Search Patients' field.
  43. Hover over the '(#) PRN Tasks' field to see all current PRN tasks and validate there is now a task for "PRN Task - Administration - Reason" shown.
Scenario 5: Task List - PRN Task - Administration - Primary Name Med
Specific Setup:
  • Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
  • A Primary Name (Medication) must be known. (Primary Name A)
  • An order code for "Primary Name A" must exist. (Order Code A)
  • An NDC for "Order Code A" must be noted.
  • A PRN priority frequency code must exist. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "PRNAPM".
  4. Set the 'Task Title' field to "PRN Task - Administration - Primary Med".
  5. Select "No" in the 'Override Originating Task Details' field and click [Submit].
  6. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  7. Access the 'Task Associations' form.
  8. Select "Task Definition" from the 'Task Type' field.
  9. Search for and select "PRN Task - Administration - Primary Med (PRNAPM)" from the 'Task Group/Definition' field.
  10. Select "Add" from the 'Add/Edit/Delete Association' field.
  11. Select "Administration" from the 'Order Event' field.
  12. Select "Primary Name A" from the 'Primary Name (Medication)' field.
  13. Set the 'Offset' field to "15".
  14. Select "Minutes" in the 'Offset Units' field.
  15. Select "Frequency Code A" from the 'Frequency' field.
  16. Set the 'Duration' field to "1".
  17. Select "Calendar Days" in the 'Duration Units' field.
  18. Click [Update Associations] and [Submit].
  19. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  20. Select "Client A" and access the Order Entry Console.
  21. Search for and select "Order Code A" from the 'New Order' field.
  22. Select "Frequency Code A" from the 'Freq' field.
  23. Fill out all remaining required fields.
  24. Click [Add to Scratchpad] and [Sign].
  25. Validate the 'Order grid' contains an order for "Order Code A".
  26. Access the 'Task List' widget.
  27. Search for and select "Client A" from the 'Search Patients' field.
  28. Hover over the '(#)PRN Meds' field and validate that one is showing for "Order Code A"
  29. Hover over the '(#) PRN Tasks' field to see all current PRN tasks and validate no task for "PRN Task - Administration - Primary Med" is shown.
  30. Access the 'eMAR' widget.
  31. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date.
  32. Complete 'Order Acknowledgment' and 'Client Education'.
  33. Double-click the first cell under the current date.
  34. Validate that the 'Administration Event' dialog is displayed.
  35. Set the 'Med ID' field to "Order Code A's" NDC.
  36. Select "Nurse Administered" in the 'Administration Event' field.
  37. Check the 'Accept administration information entered' checkbox
  38. Click [OK].
  39. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given.
  40. Access the 'Task List' widget.
  41. Search for and select "Client A" from the 'Search Patients' field.
  42. Hover over the '(#) PRN Tasks' field to see all current PRN tasks and validate there is now a task for "PRN Task - Administration - Primary Med" shown and that its next available time is set to 15 minutes after the administration of "Order Code A".
Topics
• myAvatar/myAvatar NX • NX • Task List
AV-81798 Summary | Details
Client Merge / Delete Last Movement - Target Client Has Active Tasks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Delete Last Movement
  • Standing Task Configuration
Scenario 1: Client Merge/Delete Last Movement - Target Source With Active Task
Specific Setup:
  • The 'Avatar PM->System Maintenance->Client Maintenance->->->Prevent Delete Admission Movement on Clients with Clinical Data' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active outpatient episode. (Client A)
  • A frequency code with scheduled hours of administration, every hour, must exist. (Frequency Code A)
  • An inpatient program must exist. (Program A)
  • A task must be set up in the 'Task Definitions' form. (Task A)
  • The following must be configured in the 'Standing Task Configuration' form:
  • 'Program' = "Program A"
  • 'Task Group/Definition' = "Task A"
  • 'Frequency' = "Every Hour"
  • 'Duration' = "Frequency Code A"
  • 'Duration Units' = "Hours"
Steps
  1. Access the 'Admission' form.
  2. Enter a value in the 'First Name' and 'Last Name' fields.
  3. Select a value from the 'Sex' field.
  4. Enter a value in the 'Social Security Number' field and the 'Date of Birth' field.
  5. Click [Search] and [New Client].
  6. Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes].
  7. Select "Program A" from the 'Program' field.
  8. Complete all other required fields and click [Submit].
  9. Validate that the new client has been admitted. (Client B)
  10. Access the 'Task List' widget.
  11. Search for and select "Client B" from the 'Search Patients' field.
  12. Validate that one, "Task A", task is created under the next four hours.
  13. Access the 'Client Merge' form.
  14. Set the 'Source Client' field to "Client A".
  15. Set the 'Target Client' field to "Client B".
  16. Select the active outpatient episode from the 'Source Client Episode' field and click [File].
  17. Validate a message is displayed stating "Do you wish to continue with the indicated action?" appears and click [Yes].
  18. Validate a message id displayed stating "The following new episode has been created for the target client indicated. Episode 2" appears and click [OK].
  19. Access the 'Delete Last Movement' form.
  20. Search for and select "Client B".
  21. Validate a message is displayed stating "Deletion of any movement will remove the client from any bed they may be in. If a client needs to be in a bed, it needs to be entered via Unit/Room/Bed Assignment." appears and click [OK].
  22. Select "Episode 2" from the 'Episode Number' field and click [Submit].
  23. Validate a message is displayed stating "You are about to delete an Admission movement for episode 2. Do you want to continue?" appears and click [Yes].
Topics
• Client Merge • NX • Task List
AV-82702 Summary | Details
Task List - Follow-Up Reminders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
  • Order Code Setup
  • Orders This Episode
Scenario 1: Neither Reason Code Nor Order Code Have A Set Time Interval - Both Are Set With A Follow-Up And Have Different Headers
Specific Setup:
  • Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
  • There must be at least two values defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A, and Heading B)
  • There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A)
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”:
  • ‘(536) Generate eMAR Follow-Up Reminders’ = “Yes”
  • ‘(537) Time Interval For eMAR Follow-Up Reminders’ = “”
  • ‘(10138) eMAR Follow-Up Reminder Heading’ = “Heading A”
  • Please log out of the application and log back in after completing the above configuration.
  • A pharmacy-type order code must exist with the following configuration (Order Code A):
  • ‘Generate eMAR Follow-Up Reminders’ = “Yes”
  • ‘Time Interval For eMAR Follow-Up Reminders’ = “”
  • ‘eMAR Follow-Up Reminder Heading’ = “Heading B”
  • A NDC for "Order Code A" must be noted.
  • A frequency code with no set hours of administration must exist. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Select "Reason Code A" from the 'Reason Code' field.
  4. Select "Frequency Code A" from the 'Frequency' field.
  5. Fill out any remaining required fields.
  6. Click [Add to Scratchpad] and [Sign].
  7. Access the 'eMAR' widget.
  8. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date.
  9. Double-click the first cell under the current date.
  10. Complete 'Order Acknowledgment' and 'Client Education'.
  11. Validate that the 'Administration Event' dialog is displayed.
  12. Set the 'Med ID' field to "Order Code A's" NDC.
  13. Select "Nurse Administered" in the 'Administration Event' field.
  14. Check the 'Accept administration information entered' checkbox
  15. Click [OK].
  16. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given.
  17. Validate that only one 'Follow-up' row exists for "Order Code A" with "Follow-Up: Heading B" visible in the 'Order Description'.
  18. Access the 'Task List' widget.
  19. Search for and select "Client A" from the 'Search Patients' field.
  20. Validate that there is a "Med Admin Follow-up" task for "Order Code A" under the 'Unscheduled' column.
Scenario 2: Reason Code Set With Follow-Up, Time Interval And Header - Order Code Set With Follow-Up, No Time Interval And Header
Specific Setup:
  • Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
  • There must be at least two values defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A, and Heading B)
  • There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A)
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”:
  • ‘(536) Generate eMAR Follow-Up Reminders’ = “Yes”
  • ‘(537) Time Interval For eMAR Follow-Up Reminders’ = “15”
  • ‘(10138) eMAR Follow-Up Reminder Heading’ = “Heading A”
  • Please log out of the application and log back in after completing the above configuration.
  • A pharmacy-type order code must exist with the following configuration (Order Code A):
  • ‘Generate eMAR Follow-Up Reminders’ = “Yes”
  • ‘Time Interval For eMAR Follow-Up Reminders’ = “”
  • ‘eMAR Follow-Up Reminder Heading’ = “Heading B”
  • A NDC for "Order Code A" must be noted.
  • A frequency code with no set hours of administration must exist. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Select "Reason Code A" from the 'Reason Code' field.
  4. Select "Frequency Code A" from the 'Frequency' field.
  5. Fill out any remaining required fields.
  6. Click [Add to Scratchpad] and [Sign].
  7. Access the 'eMAR' widget.
  8. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date.
  9. Double-click the first cell under the current date.
  10. Complete 'Order Acknowledgment' and 'Client Education'.
  11. Validate that the 'Administration Event' dialog is displayed.
  12. Set the 'Med ID' field to "Order Code A's" NDC.
  13. Select "Nurse Administered" in the 'Administration Event' field.
  14. Check the 'Accept administration information entered' checkbox and click [OK].
  15. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given.
  16. Validate that a 'Follow-up' row exists for "Order Code A" with "Follow-Up: Heading A" visible in the 'Order Description'.
  17. Access the 'Task List' widget.
  18. Search for and select "Client A" from the 'Search Patients' field.
  19. Validate that there is a scheduled "Med Admin Follow-up" task for "Order Code A"
Scenario 3: Task List - Give Initial Dose Now - Follow-Up Validation on the "One Time Only" child order
Specific Setup:
  • Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
  • A pharmacy-type order code must exist with the following configuration (Order Code A):
  • ‘Generate eMAR Follow-Up Reminders’ = “Yes”
  • ‘Time Interval For eMAR Follow-Up Reminders’ = “”
  • A NDC for "Order Code A" must be noted.
  • A twice daily frequency code with scheduled hours of administration at "0900" and "2100" must exist. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Select "Frequency Code A" from the 'Frequency' field.
  4. Click [Yes] for "Give Initial Dose Now" and validate that the 'Confirm Dose Times' dialog pops up.
  5. Select "Ok to Administer" from the 'Select One' field and click [Save].
  6. Fill out any remaining required fields.
  7. Click [Add to Scratchpad] and [Sign].
  8. Access the 'eMAR' widget.
  9. Validate that an order for "Order Code A" is displayed and that it shows "One Time Only" and "Give Initial Dose Now".
  10. Validate that there is one cell with hours of administration under the current date.
  11. Double-click the first cell under the current date.
  12. Complete 'Order Acknowledgment' and 'Client Education'.
  13. Validate that the 'Administration Event' dialog is displayed.
  14. Set the 'Med ID' field to "Order Code A's" NDC.
  15. Select "Nurse Administered" in the 'Administration Event' field.
  16. Check the 'Accept administration information entered' checkbox and click [OK].
  17. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given.
  18. Validate that only one 'Follow-up' row exists for "Order Code A" visible in the 'Order Description'.
  19. Access the 'Task List' widget.
  20. Search for and select "Client A" from the 'Search Patients' field.
  21. Validate that there is a "Med Admin Follow-up" task for "Order Code A" under the 'Unscheduled' column.
  22. Validate the follow-up task for "Order Code A" contains "Order was created via "Give Initial Dose Now from order #".
Topics
• myAvatar/myAvatar NX • NX • Task List
AV-82781 Summary | Details
Task List - Standing Tasks on Admission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Standing Task Configuration
  • Task Definitions
Scenario 1: Task List - Generate Task upon Admission through Standing Task Configuration
Specific Setup:
  • The 'Avatar CWS->Task List->->->->Number of Hours to Display Overdue Tasks for' registry setting must be set to "48".
  • Please log out of the application and log back in after completing the above configuration.
  • A program or unit must exist. (Program A)
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 "Standing" and press Tab.
  4. Set the 'Task Title' field to "Standing 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 [Yes].
  6. Select "Add" from the 'Add/Edit Task Definition' field.
  7. Set the 'New Task Code' field to "Standing2" and press Tab.
  8. Set the 'Task Title' field to "Standing Task Example 2" and click [Submit].
  9. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  10. Access the 'Standing Task Configuration' form.
  11. Select "Program A" from the 'Program' field.
  12. Select "Add" from the 'Add/Edit/Remove Task' field.
  13. Select "Task Definition" from the 'Task Type' field.
  14. Search for and select "Standing Task Example (Standing)" from the 'Task Group/Definition' field.
  15. Search for and select "ONE TIME ONLY (OTO)" from the 'Frequency' field.
  16. Click [Update Program].
  17. Select "Add" from the 'Add/Edit/Remove Task' field.
  18. Select "Task Definition" from the 'Task Type' field.
  19. Search for and select "Standing Task Example 2 (Standing2)" from the 'Task Group/Definition' field.
  20. Search for and select "Every Hour (Q1H)" from the 'Frequency' field.
  21. Click [Update Program] and [Submit].
  22. Validate a message is displayed that states: "Standing Task Configuration has completed. Do you wish to return to form?" and click [No].
  23. Access the 'Admission' form.
  24. Enter a value in the 'First Name' and 'Last Name' fields.
  25. Select a value in the 'Sex' field.
  26. Enter a value in the 'Social Security Number' field and the 'Date of Birth' field.
  27. Click [Search] and [New Client].
  28. Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes].
  29. Set the 'Preadmit/Admission Date' field to "T-3".
  30. Select "Program A" from the 'Program' field.
  31. Complete all other required fields and click [Submit].
  32. Access the 'Task List' widget.
  33. Search for and select the new client from the 'Search Patients' field.
  34. Validate that one "Standing Task Example" task, is created in the 'Unscheduled' field.
  35. Validate that one "Standing Task Example 2" task, is created under every future hour and there are 48 "Standing Task Example 2" tasks in the 'Overdue' field.
Topics
• myAvatar/myAvatar NX • NX
AV-82944 Summary | Details
Task List Import/Export Form - Task Frequencies
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Task List Export/Import
Scenario 1: Task List Export/Import Form - Task Frequencies
Specific Setup:
  • Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
Steps
  1. Access the 'Task List Export/Import' form.
  2. Select "Specific Task Type" from the 'Export All/Selected Task Types' field.
  3. Select "Task Frequencies" form the 'Task Types to Export' field.
  4. Select "Export All" from the 'Export All Task Frequencies' field.
  5. Click [Export Selected Task Items] and confirm a "TaskListExport (#).XML" file is downloaded.
  6. Click [Import Tasks] and then click [Select File To Import].
  7. Select the recently downloaded "TaskListExport (#).XML" file and then click [Validate Import File].
  8. Confirm that the 'Validation Results' field contains "Validation completed with no Errors or Warnings.".
  9. Click [Post Import File], confirm the dialog states "File Posted Successfully" and click [OK].
  10. Click [Discard], validate the 'Confirm Close' dialog states "Are you sure you want to Close without saving" and click [Yes].
Topics
• NX • Task List
AV-83731 Summary | Details
Task List - Task Definition - Override Originating Details
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
  • Order Entry Console - Interactions dialog
  • Task Shift
Scenario 1: Task List - Creating a Scheduled Task with set Hours of Administration - Override Originating Task Details = yes
Specific Setup:
  • A pharmacy-type order code must exist. (Order Code A)
  • A frequency code with a "Routine" priority with set hours of administration at: "0000", "0200", "0400", "0600", "0800", "1000", "1200", "1400", "1600", "1800", "2000", "2200" must exist. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Frequency' form.
  2. Select "Add" from the 'Add/Edit Frequency' field.
  3. Set the 'New Task Frequency Code' field to "Q2HS".
  4. Set the 'Task Frequency Description' field to "Every 2 Hours, Set".
  5. Select "Frequency Code A" from the 'Related Order Entry Frequency Code' field and click [Submit].
  6. Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No].
  7. Please log out and then log back in.
  8. Access the 'Task Definitions' form.
  9. Select "Add" from the 'Add/Edit Task Definition' field.
  10. Set the 'New Task Code' field to "E2HS".
  11. Set the 'Task Title' field to "Every 2 Hours, Set".
  12. Select "Yes" in the 'Override Originating Task Details' field.
  13. Select "Every 2 Hours, Set (Q2HS)" from the 'Default Frequency' field and click [Submit].
  14. Validate a message is displayed that states: "Task Definitions 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 "Every 2 Hours, Set (E2HS)" from the 'Task Group/Definition' field.
  18. Select "Add" from the 'Add/Edit/Delete Association' field.
  19. Select "Order Entry" from the 'Order Event' field.
  20. Select "Order Code A" from the 'Order Code' field.
  21. Click [Update Associations] and [Submit].
  22. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  23. Select "Client A" and access the Order Entry Console.
  24. Search for and select "Order Code A" from the 'New Order' field.
  25. Set the 'Duration' field to "6" and click [Hours].
  26. Fill out all remaining required fields.
  27. Click [Add to Scratchpad] and [Sign].
  28. Validate the 'Order grid' contains an order for "Order Code A".
  29. Access the 'Task List' widget.
  30. Search for and select "Client A" from the 'Search Patients' field.
  31. Validate that only three "Every Two Hours, Set" tasks were generated, one under each of the three closest even hour columns.
Scenario 2: Task List - Task Shift Validation
Specific Setup:
  • A task shift must be set up in the 'Task' Shift form. (Task Shift A)
  • A task frequency that is associated to "Task Shift A" via the 'Task Frequency' form must exist. (Task Frequency A)
  • A task definition with the following attributes must be set via the 'Task Definition' form (Task A):
  • 'Override Originating Task Details = "Yes".
  • 'Default Frequency = "Task Frequency A".
  • An order code must exist. (Order Code A)
  • "Task A" must be associated on order entry to "Order Code A" via the 'Task Associations' form.
  • 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. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Set the 'Duration' field to "4" and click [Days].
  4. Set the 'Start Date' field to "T-3".
  5. Fill out all remaining required fields.
  6. Click [Add to Scratchpad] and then [Sign].
  7. Validate the Order grid contains an order for "Order Code A".
  8. Access the 'Task List' widget.
  9. Search for and select "Client A" from the 'Search Patients' field.
  10. Validate there is a "Nursing Shift 1 Task, 3 Times/Day" task in the 'Unscheduled' column.
  11. Access the Order Entry Console.
  12. Select the order for "Order Code A" and click [D/C].
  13. Set the 'Discontinue Date' field to "T-1" and click [Add to Scratchpad].
  14. Search for and select "Order Code A" from the 'New Order' field.
  15. Fill out all remaining required fields.
  16. Click [Add to Scratchpad] and then [Sign].
  17. Validate the Order grid contains only 1 order for "Order Code A".
  18. Access the 'Task List' widget.
  19. Search for and select "Client A" from the 'Search Patients' field.
  20. Validate there is only one "Nursing Shift 1 Task, 3 Times/Day" task in the 'Unscheduled' column.
Topics
• NX • Task List
AV-83999 Summary | Details
Task List - Duplicate Tasks Being Generated and Scheduled Tasks Showing as "Unscheduled"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
  • Orders This Episode
  • Task Associations
  • Task Definitions
Scenario 1: Task List - Create Unscheduled Task
Specific Setup:
  • The ‘(524) Require Hours of Administration for Routine Orders' extended attribute must be set to “Hours of Administration are not required for Routine Orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • A pharmacy-type order code must exist. (Order Code A)
  • A "Daily", unscheduled frequency code must exist. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "Unschedule" and press Tab.
  4. Set the 'Task Title' field to "Unscheduled 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 "Unscheduled Task (Unschedule)" 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 "Order Code A" 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 "Order Code A" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "Tablet" from the 'Dose Unit' field.
  18. Select "Frequency Code A" from the 'Freq' field.
  19. Set the 'Duration' field to "3" and click [Days].
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the 'Order grid' contains an order for "Order Code A".
  22. Access the 'Task List' widget.
  23. Search for and select "Client A" from the 'Search Patients' field.
  24. Validate that an "Unscheduled Task" task appears under the 'Unscheduled' column.
  25. Select the first "Unscheduled Task" task.
  26. Validate the 'Due' field contains the current date and no time.
  27. Access the Order Entry Console.
  28. Select "Order Code A" from the 'Order grid' and click [Modify].
  29. Set the 'Start Date' field to "T-3".
  30. Click [Add to Scratchpad] and [Sign].
  31. Validate the 'Order grid' contains the modified order for "Order Code A".
  32. Access the 'Task List' widget.
  33. Search for and select "Client A" from the 'Search Patients' field.
  34. Validate that no "Unscheduled Task" tasks appear under the 'Unscheduled' column.
Scenario 2: Task List - Task Set with Default Timed Frequency Associated to Order Without a Frequency
Specific Setup:
  • Avatar CWS 2022 Update 98, Avatar CareFabric 2022 Update 76, Avatar NX Releases 2022.10.00 and 2022.11.00, and a future Avatar eMAR 2022 update are needed in order to utilize full functionality.
  • A lab-type order code must exist. (Lab A)
  • A frequency code with a "Routine" priority and set hours of administration of "0900" and "2100" must exist. (Frequency Code A)
  • A "PRN" frequency code must exist. (Frequency Code B)
  • 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 "LABTask".
  4. Set the 'Task Title' field to "Lab Order Task".
  5. Select "Yes" in the 'Override Originating Task Details' field.
  6. Select "Frequency Code A" from the 'Default Frequency' field and click [Submit].
  7. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  8. Access the 'Task Associations' form.
  9. Select "Task Definition" from the 'Task Type' field.
  10. Search for and select "Lab Order Task (LABTask)" from the 'Task Group/Definition' field.
  11. Select "Add" from the 'Add/Edit/Delete Association' field.
  12. Select "Order Entry" from the 'Order Event' field.
  13. Select "Lab A" from the 'Order Code' field.
  14. Click [Update Associations] and [Submit].
  15. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  16. Select "Client A" and access the Order Entry Console.
  17. Search for and select "Lab A" from the 'New Order' field.
  18. Do not select any frequency from the 'Frequency' field.
  19. Fill out all remaining required fields.
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the 'Order grid' contains an order for "Lab A".
  22. Access the 'Task List' widget.
  23. Search for and select "Client A" from the 'Search Patients' field.
  24. Navigate to future hours and verify that there is a "Lab Order Task" under the "2100" and "0900" columns.
  25. Hover the mouse over the "Lab Order Task" and validate that it shows "(Frequency Code A)" and that the due time matches to the column it is underneath.
  26. Access the Order Entry Console.
  27. Select "Lab A" from the 'Order grid' and click [Modify].
  28. Select "Frequency Code B" from the 'Frequency' field.
  29. Click [Add to Scratchpad] and [Sign].
  30. Access the 'Task List' widget.
  31. Search for and select "Client A" from the 'Search Patients' field.
  32. Validate that there is no "Lab Order Task" under any scheduled columns.
  33. Hover the mouse over "(#) PRN Tasks" and validate that under the "Lab" category there is a task for "Complete Blood Count" and that it states "Navigate to MAR to complete".
  34. Validate that under the "Uncategorized" category there is a "Complete Blood Count Task" whose next available completion time in "Now".
Topics
• myAvatar/myAvatar NX • NX • Order Entry Console • Task List
Table Changes
Table Column Change
SYSTEM.task_pre_admin_src_links ID new
SYSTEM.task_pre_admin_src_links FACILITY new
SYSTEM.task_pre_admin_src_links end_date_time new
SYSTEM.task_pre_admin_src_links order_number new
SYSTEM.task_pre_admin_src_links task_ID new
SYSTEM.task_pre_admin_src_links task_code new
SYSTEM.task_frequency priority_code added
SYSTEM.task_frequency priority_value added
SYSTEM.task_frequency prn_max_performed_tasks added
SYSTEM.task_frequency prn_max_period_unit added
SYSTEM.task_frequency prn_max_per_period added
SYSTEM.task_frequency prn_interval added
SYSTEM.task_frequency prn_interval_units added
SYSTEM.task_event paretn_task_ID added
SYSTEM.task_def_associations order_reason added
SYSTEM.task_def_associations order_reason_modifier added
SYSTEM.task_def_associations valid_admin_window added
SYSTEM.task_def_associations valid_admin_window_unit added
SYSTEM.task_def_associations warn_in_eMAR added
SYSTEM.task is_PRN added
SYSTEM.task priority added
SYSTEM.task priority_value added
SYSTEM.task PRN_max_period added
SYSTEM.task PRN_max_period_unit added
SYSTEM.task PRN_max_per_period added
SYSTEM.task PRN_interval added
SYSTEM.task PRN_interval_units added
SYSTEM.task order_type added
SYSTEM.task next_available_date_time added
SYSTEM.task last_success_date_time added
SYSTEM.task last_performed_date_time added
SYSTEM.task_audit last_performed_date_time added
SYSTEM.task_audit last_success_date_time added
SYSTEM.task_audit next_available_date_time added
SYSTEM.task_audit order_type added
SYSTEM.task_audit PRN_interval added
SYSTEM.task_audit PRN_interval_units added
SYSTEM.task_audit PRN_max_per_period added
SYSTEM.task_audit PRN_max_period added
SYSTEM.task_audit PRN_max_period_unit added
SYSTEM.task_audit priority_value added
SYSTEM.task_audit is_PRN added
SYSTEM.task_audit is_STAT added
SYSTEM.task_def_associations_audit order_reason added
SYSTEM.task_def_associations_audit order_reason_modifier added
SYSTEM.task_def_associations_audit valid_admin_window added
SYSTEM.task_def_associations_audit valid_admin_window_unit added
SYSTEM.task_def_associations_audit warn_in_eMAR added