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Avatar CWS 2023 Update 73

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Known Limitations

This update is being released with 2 known issues. The first issue is that on the Action pop ups, if Submit is clicked while the focus is in a field on the form, Submit will be required twice. The first time it will change the color of the button, the second time the data will be filed. Alternatively, if the focus isn't in a field , the data will file after the first Submit click. The second issue has to do with Medication Inventory Management on a tablet. On some forms, the pop ups are being overlaid with an expanded keyboard, which prevents from viewing the drop downs or selecting data. Both of these issues will be addressed in future updates.

Recommended Update Level

Avatar CWS 2023 Monthly Release 2023.03.02
RADplus 2023 Monthly Release 2023.03.02

Product Update Description

'Medication Inventory Management' is added to the system. Note: This functionality is only supported by CarePOV Medical Note. This functionary requires myAvatar NX. Associated CarePOV Medical Note, myAvatar NX, Avatar CareFabric and Avatar PM/Cal-PM updates must also be installed in order for this functionality to work.

Required Updates

None

Included Updates

9, 14, 15, 15.1, 21, 23, 28, 33, 35, 36, 39, 43, 44, 45, 50, 51, 52, 53, 54, 54.1, 56, 59, 61, 64, 65, 70

Details
NEW14 CHANGED0 FIXED0
New (14)
Medication Inventory Management - Overview
'Medication Inventory Management' is added to the system. Note: This functionality is only supported by CarePOV Medical Note. This functionary requires myAvatar NX. Associated CarePOV Medical Note, myAvatar NX, Avatar CareFabric and Avatar PM/Cal-PM updates must also be installed in order for this functionality to work.
Value Added: Medication Inventory Management for tracking immunization/vaccine and Medication inventory
Topics
• Medication Inventory Management • NX
 
Medication Inventory Management - Template Definition
Medication Inventory Management' is added to the system. Note: This functionality is only supported by CarePOV Medical Note. This functionary requires myAvatar NX. Associated CarePOV Medical Note, myAvatar NX, Avatar CareFabric and Avatar PM/Cal-PM updates must also be installed in order for this functionality to work.
Value Added: Medication Inventory Management for tracking immunization/vaccine and Medication inventory
Topics
• Medication Inventory Management • NX
 
Medication Inventory Management - Medication Template
Medication Inventory Management' is added to the system. Note: This functionality is only supported by CarePOV Medical Note. This functionary requires myAvatar NX. Associated CarePOV Medical Note, myAvatar NX, Avatar CareFabric and Avatar PM/Cal-PM updates must also be installed in order for this functionality to work.
Value Added: Medication Inventory Management for tracking immunization/vaccine and Medication inventory
Topics
• Medication Inventory Management • NX
 
Medication Inventory Management - Adjust Inventory
'Medication Inventory Management' is added to the system. Note: This functionality is only supported by CarePOV Medical Note. This functionary requires myAvatar NX. Associated CarePOV Medical Note, myAvatar NX, Avatar CareFabric and Avatar PM/Cal-PM updates must also be installed in order for this functionality to work.
Value Added: Medication Inventory Management for tracking immunization/vaccine and Medication inventory
Topics
• Medication Inventory Management • NX
 
Medication Inventory Management - Overview
'Medication Inventory Management' is added to the system. Note: This functionality is only supported by CarePOV Medical Note. This functionary requires myAvatar NX. Associated CarePOV Medical Note, myAvatar NX, Avatar CareFabric and Avatar PM/Cal-PM updates must also be installed in order for this functionality to work.
Value Added: Medication Inventory Management for tracking immunization/vaccine and Medication inventory
Topics
• Medication Inventory Management • NX
 
Medication Inventory Management - Medication Definition
'Medication Inventory Management' is added to the system. Note: This functionality is only supported by CarePOV Medical Note. This functionary requires myAvatar NX. Associated CarePOV Medical Note, myAvatar NX, Avatar CareFabric and Avatar PM/Cal-PM updates must also be installed in order for this functionality to work.
Value Added: Medication Inventory Management for tracking immunization/vaccine and Medication inventory
Topics
• Medication Inventory Management • NX
 
Medication Inventory Management - Adjust Inventory
'Medication Inventory Management' is added to the system. Note: This functionality is only supported by CarePOV Medical Note. This functionary requires myAvatar NX. Associated CarePOV Medical Note, myAvatar NX, Avatar CareFabric and Avatar PM/Cal-PM updates must also be installed in order for this functionality to work.
Value Added: Medication Inventory Management for tracking immunization/vaccine and Medication inventory
Topics
• Medication Inventory Management • NX
 
Medication Inventory Management - Medication Definition
'Medication Inventory Management' is added to the system. Note: This functionality is only supported by CarePOV Medical Note. This functionary requires myAvatar NX. Associated CarePOV Medical Note, myAvatar NX, Avatar CareFabric and Avatar PM/Cal-PM updates must also be installed in order for this functionality to work.
Value Added: Medication Inventory Management for tracking immunization/vaccine and Medication inventory
Topics
• Medication Inventory Management • NX
 
Medication Inventory Management - Medication Definition
'Medication Inventory Management' is added to the system. Note: This functionality is only supported by CarePOV Medical Note. This functionary requires myAvatar NX. Associated CarePOV Medical Note, myAvatar NX, Avatar CareFabric and Avatar PM/Cal-PM updates must also be installed in order for this functionality to work.
Value Added: Medication Inventory Management for tracking immunization/vaccine and Medication inventory
Topics
• Medication Inventory Management • NX
 
Medication Inventory Management - Adjust Inventory
'Medication Inventory Management' is added to the system. Note: This functionality is only supported by CarePOV Medical Note. This functionary requires myAvatar NX. Associated CarePOV Medical Note, myAvatar NX, Avatar CareFabric and Avatar PM/Cal-PM updates must also be installed in order for this functionality to work.
Value Added: Medication Inventory Management for tracking immunization/vaccine and Medication inventory
Topics
• Medication Inventory Management • NX
 
Medication Inventory Management - Setup/Config
'Medication Inventory Management' is added to the system. Note: This functionality is only supported by CarePOV Medical Note. This functionary requires myAvatar NX. Associated CarePOV Medical Note, myAvatar NX, Avatar CareFabric and Avatar PM/Cal-PM updates must also be installed in order for this functionality to work.
Value Added: Medication Inventory Management for tracking immunization/vaccine and Medication inventory
Topics
• Medication Inventory Management • NX
 
Medication Inventory Management - Bar Code Scanning
'Medication Inventory Management' is added to the system. Note: This functionality is only supported by CarePOV Medical Note. This functionary requires myAvatar NX. Associated CarePOV Medical Note, myAvatar NX, Avatar CareFabric and Avatar PM/Cal-PM updates must also be installed in order for this functionality to work.
Value Added: Medication Inventory Management for tracking immunization/vaccine and Medication inventory
Topics
• Medication Inventory Management • NX
 
Medication Inventory Management - Bar Code Scanning
'Medication Inventory Management' is added to the system. Note: This functionality is only supported by CarePOV Medical Note. This functionary requires myAvatar NX. Associated CarePOV Medical Note, myAvatar NX, Avatar CareFabric and Avatar PM/Cal-PM updates must also be installed in order for this functionality to work.
Value Added: Medication Inventory Management for tracking immunization/vaccine and Medication inventory
Topics
• Medication Inventory Management • NX
 
Medication Inventory Management - Bar Code Scanning
'Medication Inventory Management' is added to the system. Note: This functionality is only supported by CarePOV Medical Note. This functionary requires myAvatar NX. Associated CarePOV Medical Note, myAvatar NX, Avatar CareFabric and Avatar PM/Cal-PM updates must also be installed in order for this functionality to work.
Value Added: Medication Inventory Management for tracking immunization/vaccine and Medication inventory
Topics
• Medication Inventory Management • NX
 
Acceptance Tests
AV-89111 Summary | Details
Medication Inventory Management - Overview
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • User Definition
  • Dictionary Update (CWS)
  • Service Codes
Scenario 1: Medication Inventory Management - Registry Setting
Steps
  1. Open the "Registry Settings" form.
  2. Search for the registry setting "Enable Medication Inventory Management".
  3. Set the registry setting value to "Y".
  4. Submit the form.
  5. Open the "User definition" form.
  6. Select user ID.
  7. Navigate to "Forms and Tables" section.
  8. Click [Forms For User Access].
  9. Give R/W access to “Medication Inventory Management”.
  10. Click [Submit].
  11. Open the "Registry Settings" form.
  12. Search for the registry setting "Enable Medication Inventory Management".
  13. Set the registry setting value to "N".
  14. Submit the form.
  15. Open the "User definition" form.
  16. Select user ID.
  17. Navigate to "Forms and Tables" section.
  18. Click [Forms For User Access].
  19. Ensure “Medication Inventory Management” form is not included.
Scenario 2: Medication Inventory Management - Setup
Steps
  1. Open the "Registry Settings" form.
  2. Search for the registry setting "Enable Medication Inventory Management".
  3. Set the registry setting value to "Y".
  4. Submit the form.
  5. Open the "User definition" form.
  6. Select user ID.
  7. Navigate to “Forms and Table” section.
  8. Click on Select forms for user access.
  9. Fill out all required fields.
  10. Refresh menus
  11. Open the "Service Codes" form.
  12. Click add new service radio button.
  13. Enter service code.
  14. Enter service code definition.
  15. Click both on service required by.
  16. Select “Yes” on “Is This a Procedure".
  17. Select either “Vaccine/Immunization” or “Medication Administration” in “Event Type”.
  18. Submit the form.
  19. A dictionary for Event Type (74409) has been added to the system. Open Dictionary Update form under the CWS menu.
  20. Select "Other CWS Tabled Files" from the "File" dropdown list.
  21. Click on Data element Number radio button.
  22. Enter 74409 on Data element search.
  23. Enter dictionary code.
  24. Enter description.
  25. There are 2 extended data elements for this the "Event Type" dictionary that must also be set: Impact (77410) for which valid values are “Subtract” and “Add” which indicates which type of event when you receive/adjust inventory. Additionally, "Require Inventory Event Note” (74422) for which valid values are “Yes” and “No” that will make a note required when inventory is adjusted.
Topics
• Medication Inventory Management • NX
AV-89112 Summary | Details
Medication Inventory Management - Template Definition
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Medication Inventory Management
  • Registry Settings (PM)
  • Service Codes
  • User Definition
Scenario 1: Medication Inventory Management - Template Definition
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Opening the “Medication Inventory Management” form.
  2. There must be a Template Definition for every inventory item in the system.
  3. Click [Template Definition]
  4. Select "Add New (NTST_ADDNEW)" on "Select Template Definition".
  5. Enter the inventory item name in the "Medication Search" field.
  6. Select the item.
  7. Validate that Drug Class, Micromedex CGID, DEA Schedule, Medication Name, Strength and Route of Administration all are populated based on the item chosen.
  8. Enter all remaining required fields including the "Service Code" field which should be the service code from setup.
  9. Click [Submit].
  10. Select the template that was just added in "Select Template Definition".
  11. Validate all the entered values are populated.
  12. Repeat steps 2a-2l until all inventory items are defined.
  13. Click [Discard].
  14. Click [Cancel].
Topics
• Medication Inventory Management • NX
AV-89113 Summary | Details
Medication Inventory Management - Medication Template
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Medication Inventory Management
  • Registry Settings (PM)
  • Service Codes
  • User Definition
Scenario 1: Medication Inventory Management - Medication Definition
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" = "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Template Definition].
  3. Select "Add New (NTST_ADDNEW)" from the "Select Template Definition" dropdown.
  4. Click [Medication Definition].
  5. Set "Medication Search" to a valid medication name.
  6. Validate the "Strength", "Form", "Route of Administration" populates based on the "Template Definition",
  7. Populate the remaining required fields.
  8. Click [Submit].
  9. Click [Discard].
  10. Click [Medication Definition].
  11. Select the template in the "Select Template" dropdown.
  12. Validate the "Template Details" table is populated from the information from the "Template Definition".
  13. Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
  14. Select "Add New" from the "Select Medication Definition" dropdown to add a new "Medication Definition".
  15. Set the "Lot #".
  16. Set the "NDC #".
  17. Set the "Container Size".
  18. Set the "Expiration Date"
  19. Select the "Manufacturer" from the dropdown.
  20. Click [Submit].
  21. Click [Medication Definition].
  22. Select the template in the "Select Template" dropdown.
  23. Validate the "Template Details" table is populated from the information from the "Template Definition".
  24. Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
  25. Select the existing "Medication Definition" from the "Select Medication Definition" dropdown to view/edit an existing "Medication Definition".
  26. Validate the data that is displayed.
  27. Correct or validate the data.
  28. Click [Submit].
  29. Click [Discard].
Topics
• Medication Inventory Management • NX
AV-89114 Summary | Details
Medication Inventory Management - Adjust Inventory
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
Scenario 1: Medication Inventory Management - Adjust Inventory
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information, but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Adjust Inventory].
  3. On this form, "Inventory Location", "Manufacturer", "Medication", "Lot #", "Include Inactive Lots" are all filters to control what data appears in the "Inventory Items" table. If you don't use any filters, then the table will show all inventory items.
  4. Select a row of data in "Select Row" to either receive or remove quantities of inventory.
  5. Event Date and Event Time are populated with the current date and time of day.
  6. Select an event type in the "Event Type" field.
  7. The "Impact" field is defaulted for the "Event Type" chosen based on the data dictionary for "Event Type" extended data element value "Impact".
  8. Place a quantity in the "Quantity" field.
  9. If the inventory item is an immunization/vaccine, then select a funding source in "Funding Source" field.
  10. A note can be added and is required when the "Event Type" chosen has an extended data element stipulating a note is required.
  11. Note that a row is added to the "Event Log" table.
  12. Click "Discard".
Topics
• Medication Inventory Management • NX
AV-89116 Summary | Details
Medication Inventory Management - Overview
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Medication Inventory Management
  • Registry Settings (PM)
  • Service Codes
  • User Definition
Scenario 1: Medication Inventory Management - Setup/Configuration
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Opening the “Medication Inventory Management” form.
  2. Click [Setup/Config] Action.
  3. Select an inventory administration event type with an impact of subtract in "Default Event Code: Administration".
  4. Select an inventory administration event type with an impact of add in the "Default Event Code: Receipt of Inventory".
  5. Enter the number of days prior to expiring that inventory items are indicated to be indicated expiring/expired in the "Inventory Management Overview".
  6. Enter the quantity of inventory at which inventory items are indicated to be indicated at or lower than the threshold in the "Inventory Management Overview".
  7. Click [Submit].
  8. Click [OK].
  9. Click [Discard].
Scenario 2: Medication Inventory Management - Overview
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the “Medication Inventory Management” form.
  2. Validate all fields are getting displayed.
  3. Validate all inventory items are getting displayed.
  4. Validate quantity that are lower than the "Setup/Config" setting of "Low Inventory Indicator" displays in red text.
  5. Validate expiration date that are expired will be display in red text
  6. Validate expiration dates that are due to expire will be display in orange text.
  7. Select a row in the "Inventory Overview" table.
  8. Select and verify "Launch Template Definition".
  9. Validate the "Template Definition" form is launched and is populated with the data for the inventory item from the row selected in the "Inventory Items" table.
  10. Edit the data.
  11. Click [Submit].
  12. Click [Discard].
  13. Select and verify "Launch Medication Definition".
  14. Validate the "Medication Definition" form is launched and is populated with the data for the inventory item from the row selected in the "inventory Items" table.
  15. Edit the data.
  16. Click [Submit].
  17. Click [Discard].
  18. Select and verify "Launch Event Definition".
  19. Validate the "Adjust Inventory" form is launched and is populated with the data from the row chosen on the "Inventory Items" table.
  20. Select an "Event Type".
  21. Enter a Quantity.
  22. Click [Submit].
  23. Note the change in the "Inventory Items" table.
  24. Select a location in the "Inventory Location" and validate only the table rows that apply to the Inventory Location display in the table.
  25. Remove the location from "Inventory Location".
  26. Select an immunization/vaccine/medication name and validate only the table rows that apply to the medication display.
  27. Remove medication name from "Medication Name".
  28. Select a lot number from a row(s) in the table and enter the "Lot #".
  29. Validate only the rows with that Lot # display in the "Inventory Overview" table.
  30. Remove the lot # from "Lot #".
  31. Select manufacturer from a row(s) in the table and enter the "Manufacturer".
  32. Validate only the rows with that manufacturer display in the "Inventory Overview" table.
  33. Remove the manufacturer from "Manufacturer".
  34. Click "Yes" for "Include Inactive Lots" checkbox.
  35. Validate that rows that have been marked as inactive display along with active rows in the table.
Topics
• Medication Inventory Management • NX
AV-89117 Summary | Details
Medication Inventory Management - Medication Definition
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Medication Inventory Management
  • Registry Settings (PM)
  • Service Codes
  • User Definition
Scenario 1: Medication Inventory Management - Medication Definition
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" = "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Template Definition].
  3. Select "Add New (NTST_ADDNEW)" from the "Select Template Definition" dropdown.
  4. Click [Medication Definition].
  5. Set "Medication Search" to a valid medication name.
  6. Validate the "Strength", "Form", "Route of Administration" populates based on the "Template Definition",
  7. Populate the remaining required fields.
  8. Click [Submit].
  9. Click [Discard].
  10. Click [Medication Definition].
  11. Select the template in the "Select Template" dropdown.
  12. Validate the "Template Details" table is populated from the information from the "Template Definition".
  13. Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
  14. Select "Add New" from the "Select Medication Definition" dropdown to add a new "Medication Definition".
  15. Set the "Lot #".
  16. Set the "NDC #".
  17. Set the "Container Size".
  18. Set the "Expiration Date"
  19. Select the "Manufacturer" from the dropdown.
  20. Click [Submit].
  21. Click [Medication Definition].
  22. Select the template in the "Select Template" dropdown.
  23. Validate the "Template Details" table is populated from the information from the "Template Definition".
  24. Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
  25. Select the existing "Medication Definition" from the "Select Medication Definition" dropdown to view/edit an existing "Medication Definition".
  26. Validate the data that is displayed.
  27. Correct or validate the data.
  28. Click [Submit].
  29. Click [Discard].
Topics
• Medication Inventory Management • NX
AV-89118 Summary | Details
Medication Inventory Management - Adjust Inventory
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
Scenario 1: Medication Inventory Management - Adjust Inventory
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information, but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Adjust Inventory].
  3. On this form, "Inventory Location", "Manufacturer", "Medication", "Lot #", "Include Inactive Lots" are all filters to control what data appears in the "Inventory Items" table. If you don't use any filters, then the table will show all inventory items.
  4. Select a row of data in "Select Row" to either receive or remove quantities of inventory.
  5. Event Date and Event Time are populated with the current date and time of day.
  6. Select an event type in the "Event Type" field.
  7. The "Impact" field is defaulted for the "Event Type" chosen based on the data dictionary for "Event Type" extended data element value "Impact".
  8. Place a quantity in the "Quantity" field.
  9. If the inventory item is an immunization/vaccine, then select a funding source in "Funding Source" field.
  10. A note can be added and is required when the "Event Type" chosen has an extended data element stipulating a note is required.
  11. Note that a row is added to the "Event Log" table.
  12. Click "Discard".
Topics
• Medication Inventory Management • NX
AV-90775 Summary | Details
Medication Inventory Management - Medication Definition
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Medication Inventory Management
  • Registry Settings (PM)
  • Service Codes
  • User Definition
Scenario 1: Medication Inventory Management - Template Definition
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Opening the “Medication Inventory Management” form.
  2. There must be a Template Definition for every inventory item in the system.
  3. Click [Template Definition]
  4. Select "Add New (NTST_ADDNEW)" on "Select Template Definition".
  5. Enter the inventory item name in the "Medication Search" field.
  6. Select the item.
  7. Validate that Drug Class, Micromedex CGID, DEA Schedule, Medication Name, Strength and Route of Administration all are populated based on the item chosen.
  8. Enter all remaining required fields including the "Service Code" field which should be the service code from setup.
  9. Click [Submit].
  10. Select the template that was just added in "Select Template Definition".
  11. Validate all the entered values are populated.
  12. Repeat steps 2a-2l until all inventory items are defined.
  13. Click [Discard].
  14. Click [Cancel].
Topics
• Medication Inventory Management • NX
AV-90777 Summary | Details
Medication Inventory Management - Medication Definition
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Medication Inventory Management
  • Registry Settings (PM)
  • Service Codes
  • User Definition
Scenario 1: Medication Inventory Management - Medication Definition
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" = "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Template Definition].
  3. Select "Add New (NTST_ADDNEW)" from the "Select Template Definition" dropdown.
  4. Click [Medication Definition].
  5. Set "Medication Search" to a valid medication name.
  6. Validate the "Strength", "Form", "Route of Administration" populates based on the "Template Definition",
  7. Populate the remaining required fields.
  8. Click [Submit].
  9. Click [Discard].
  10. Click [Medication Definition].
  11. Select the template in the "Select Template" dropdown.
  12. Validate the "Template Details" table is populated from the information from the "Template Definition".
  13. Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
  14. Select "Add New" from the "Select Medication Definition" dropdown to add a new "Medication Definition".
  15. Set the "Lot #".
  16. Set the "NDC #".
  17. Set the "Container Size".
  18. Set the "Expiration Date"
  19. Select the "Manufacturer" from the dropdown.
  20. Click [Submit].
  21. Click [Medication Definition].
  22. Select the template in the "Select Template" dropdown.
  23. Validate the "Template Details" table is populated from the information from the "Template Definition".
  24. Select the location where the vaccine/medication will be stored from the "Inventory Location" dropdown.
  25. Select the existing "Medication Definition" from the "Select Medication Definition" dropdown to view/edit an existing "Medication Definition".
  26. Validate the data that is displayed.
  27. Correct or validate the data.
  28. Click [Submit].
  29. Click [Discard].
Topics
• Medication Inventory Management • NX
AV-90778 Summary | Details
Medication Inventory Management - Adjust Inventory
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
Scenario 1: Medication Inventory Management - Adjust Inventory
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information, but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Adjust Inventory].
  3. On this form, "Inventory Location", "Manufacturer", "Medication", "Lot #", "Include Inactive Lots" are all filters to control what data appears in the "Inventory Items" table. If you don't use any filters, then the table will show all inventory items.
  4. Select a row of data in "Select Row" to either receive or remove quantities of inventory.
  5. Event Date and Event Time are populated with the current date and time of day.
  6. Select an event type in the "Event Type" field.
  7. The "Impact" field is defaulted for the "Event Type" chosen based on the data dictionary for "Event Type" extended data element value "Impact".
  8. Place a quantity in the "Quantity" field.
  9. If the inventory item is an immunization/vaccine, then select a funding source in "Funding Source" field.
  10. A note can be added and is required when the "Event Type" chosen has an extended data element stipulating a note is required.
  11. Note that a row is added to the "Event Log" table.
  12. Click "Discard".
Topics
• Medication Inventory Management • NX
AV-90779 Summary | Details
Medication Inventory Management - Setup/Config
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Medication Inventory Management
  • Registry Settings (PM)
  • Service Codes
  • User Definition
Scenario 1: Medication Inventory Management - Setup/Configuration
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Opening the “Medication Inventory Management” form.
  2. Click [Setup/Config] Action.
  3. Select an inventory administration event type with an impact of subtract in "Default Event Code: Administration".
  4. Select an inventory administration event type with an impact of add in the "Default Event Code: Receipt of Inventory".
  5. Enter the number of days prior to expiring that inventory items are indicated to be indicated expiring/expired in the "Inventory Management Overview".
  6. Enter the quantity of inventory at which inventory items are indicated to be indicated at or lower than the threshold in the "Inventory Management Overview".
  7. Click [Submit].
  8. Click [OK].
  9. Click [Discard].
Topics
• Medication Inventory Management • NX
AV-91668 Summary | Details
Medication Inventory Management - Bar Code Scanning
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
Scenario 1: Medication Inventory Management - Receive Inventory
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information, but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Receive Inventory].
  3. Select the location the inventory will be stored in the "Inventory Location" dropdown.
  4. Tab to the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field.
  5. Using a bar code scanner, scan in the bar code from the inventory item.
  6. Note: If you don't have a bar code scanner, then you can manually key the NDC information into the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" in the following format NDC|Expiration Date|Lot #|Serial #.
  7. The NDC/Expiration Date/Lot/Serial # populates the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field.
  8. Tab off of the field and the information from the field populates some fields on the form.
  9. Select "Add New Item" in "Select Row".
  10. Select an existing template definition in the "Select Template" dropdown.
  11. If one doesn't exist, then click [Template Definition] to create a "Template Definition" to associate to the inventory item.
  12. Validate the "Template Details" table is populated with the inventory item information.
  13. Populate the "Container Size" and "Total Quantity Received" fields.
  14. Click [Add/Update Row].
  15. Validate the "Items Received" table is populated with the data that was just entered.
  16. Repeat the previous steps 1c-1m for any remaining inventory items to be received into inventory.
  17. Add several rows.
  18. Click "Select Row" and select one of the rows in the "Items Received" table.
  19. Click [Remove Row].
  20. Validate the row was removed from the "Items Received" table.
  21. Click [Submit].
  22. Click [Discard].
  23. Click "Cancel".
Topics
• Medication Inventory Management • NX
AV-91669 Summary | Details
Medication Inventory Management - Bar Code Scanning
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
Scenario 1: Medication Inventory Management - Receive Inventory
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information, but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Receive Inventory].
  3. Select the location the inventory will be stored in the "Inventory Location" dropdown.
  4. Tab to the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field.
  5. Using a bar code scanner, scan in the bar code from the inventory item.
  6. Note: If you don't have a bar code scanner, then you can manually key the NDC information into the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" in the following format NDC|Expiration Date|Lot #|Serial #.
  7. The NDC/Expiration Date/Lot/Serial # populates the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field.
  8. Tab off of the field and the information from the field populates some fields on the form.
  9. Select "Add New Item" in "Select Row".
  10. Select an existing template definition in the "Select Template" dropdown.
  11. If one doesn't exist, then click [Template Definition] to create a "Template Definition" to associate to the inventory item.
  12. Validate the "Template Details" table is populated with the inventory item information.
  13. Populate the "Container Size" and "Total Quantity Received" fields.
  14. Click [Add/Update Row].
  15. Validate the "Items Received" table is populated with the data that was just entered.
  16. Repeat the previous steps 1c-1m for any remaining inventory items to be received into inventory.
  17. Add several rows.
  18. Click "Select Row" and select one of the rows in the "Items Received" table.
  19. Click [Remove Row].
  20. Validate the row was removed from the "Items Received" table.
  21. Click [Submit].
  22. Click [Discard].
  23. Click "Cancel".
Topics
• Medication Inventory Management • NX
AV-91670 Summary | Details
Medication Inventory Management - Bar Code Scanning
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Medication Inventory Management
Scenario 1: Medication Inventory Management - Receive Inventory
Specific Setup:
  • Enable the Registry Setting "Enable Medication Inventory Management" by setting it to "Yes".
  • Using the "User Definition" form
  • Give the user access to the "Medication Inventory Management" form.
  • Refresh menus.
  • Using the "Service Codes" form
  • Each inventory item must have a corresponding service code. Inventory Management links a service code with an inventory template. To this end, each service code should be configured as a procedure with a specified procedure type of "Vaccine/Immunization" or "Medication Administration".
  • "Is This Service a Procedure" must be set to "Yes".
  • "Procedure Type" should be either "Vaccine/Immunization" or "Medication Administration".
  • There are some dictionaries that are needed for "Medication Inventory Management".
  • The dictionaries are installed with the update.
  • Dictionary 74409 is a CWS "Other CWS Tabled Files" for "Event Type". This dictionary indicates to the system impact and to set a flag to require a note when the inventory is adjusted in the "Adjust Inventory" action.
  • This dictionary has 2 extended data elements for "Impact" which would be "Subtract" or "Add", and to indicate if the "Event Type" should "Require Inventory Event Note".
  • The dictionary comes prepopulated with information, but it can be modified, added to, etc.
  • Dictionary 74101 is a CWS "Other CWS Tabled Files" for "Location".
  • This dictionary is user defined.
  • Dictionary 74490 is a CWS "Other CWS Tabled Files" for "Manufacturer".
  • This dictionary is prepopulated but can be modified.
Steps
  1. Open the "Medication Inventory Management" form.
  2. Click [Receive Inventory].
  3. Select the location the inventory will be stored in the "Inventory Location" dropdown.
  4. Tab to the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field.
  5. Using a bar code scanner, scan in the bar code from the inventory item.
  6. Note: If you don't have a bar code scanner, then you can manually key the NDC information into the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" in the following format NDC|Expiration Date|Lot #|Serial #.
  7. The NDC/Expiration Date/Lot/Serial # populates the "Place Focus Here. Scan One Item. Tab Off Field. Complete Bottom Portion OF Form" field.
  8. Tab off of the field and the information from the field populates some fields on the form.
  9. Select "Add New Item" in "Select Row".
  10. Select an existing template definition in the "Select Template" dropdown.
  11. If one doesn't exist, then click [Template Definition] to create a "Template Definition" to associate to the inventory item.
  12. Validate the "Template Details" table is populated with the inventory item information.
  13. Populate the "Container Size" and "Total Quantity Received" fields.
  14. Click [Add/Update Row].
  15. Validate the "Items Received" table is populated with the data that was just entered.
  16. Repeat the previous steps 1c-1m for any remaining inventory items to be received into inventory.
  17. Add several rows.
  18. Click "Select Row" and select one of the rows in the "Items Received" table.
  19. Click [Remove Row].
  20. Validate the row was removed from the "Items Received" table.
  21. Click [Submit].
  22. Click [Discard].
  23. Click "Cancel".
Topics
• Medication Inventory Management • NX
Table Changes
Table Column Change
SYSTEM.med_inventory FACILITY ADD
SYSTEM.med_inventory funding_source_code ADD
SYSTEM.med_inventory funding_source_value ADD
SYSTEM.med_inventory item_id ADD
SYSTEM.med_inventory quantity_on_hand ADD
SYSTEM.med_inventory storage_area_code ADD
SYSTEM.med_inventory storage_area_value ADD
SYSTEM.med_inventory_event FACILITY ADD
SYSTEM.med_inventory_event PATID ADD
SYSTEM.med_inventory_event data_entry_by ADD
SYSTEM.med_inventory_event data_entry_by_option ADD
SYSTEM.med_inventory_event data_entry_date ADD
SYSTEM.med_inventory_event data_entry_offset ADD
SYSTEM.med_inventory_event data_entry_source ADD
SYSTEM.med_inventory_event data_entry_time ADD
SYSTEM.med_inventory_event data_entry_time_j ADD
SYSTEM.med_inventory_event data_entry_timezone_info_all ADD
SYSTEM.med_inventory_event data_entry_timezone_short ADD
SYSTEM.med_inventory_event data_entry_user_id ADD
SYSTEM.med_inventory_event data_entry_user_name ADD
SYSTEM.med_inventory_event data_entry_utc ADD
SYSTEM.med_inventory_event event_date ADD
SYSTEM.med_inventory_event eventnote ADD
SYSTEM.med_inventory_event event_time ADD
SYSTEM.med_inventory_event event_type_code ADD
SYSTEM.med_inventory_event event_type_value ADD
SYSTEM.med_inventory_event funding_source_code ADD
SYSTEM.med_inventory_event funding_source_value ADD
SYSTEM.med_inventory_event impact_code ADD
SYSTEM.med_inventory_event impact_value ADD
SYSTEM.med_inventory_event inventory_id ADD
SYSTEM.med_inventory_event item_id ADD
SYSTEM.med_inventory_event note ADD
SYSTEM.med_inventory_event option_desc ADD
SYSTEM.med_inventory_event option_id ADD
SYSTEM.med_inventory_event quantity ADD
SYSTEM.med_inventory_event storage_area_code ADD
SYSTEM.med_inventory_item FACILITY ADD
SYSTEM.med_inventory_item container_size ADD
SYSTEM.med_inventory_item data_entry_by ADD
SYSTEM.med_inventory_item data_entry_by_option ADD
SYSTEM.med_inventory_item data_entry_date ADD
SYSTEM.med_inventory_item data_entry_offset ADD
SYSTEM.med_inventory_item data_entry_source ADD
SYSTEM.med_inventory_item data_entry_time ADD
SYSTEM.med_inventory_item data_entry_time_j ADD
SYSTEM.med_inventory_item data_entry_timezone_info_all ADD
SYSTEM.med_inventory_item data_entry_timezone_short ADD
SYSTEM.med_inventory_item data_entry_user_id ADD
SYSTEM.med_inventory_item data_entry_user_name ADD
SYSTEM.med_inventory_item data_entry_utc ADD
SYSTEM.med_inventory_item expiration_date ADD
SYSTEM.med_inventory_item expiredYN ADD
SYSTEM.med_inventory_item expiring_soonYN ADD
SYSTEM.med_inventory_item inactiveYN ADD
SYSTEM.med_inventory_item inactive_reason ADD
SYSTEM.med_inventory_item inventory_location_code ADD
SYSTEM.med_inventory_item inventory_location_value ADD
SYSTEM.med_inventory_item lot_number ADD
SYSTEM.med_inventory_item manufacturer_code ADD
SYSTEM.med_inventory_item manufacturer_value ADD
SYSTEM.med_inventory_item ndc ADD
SYSTEM.med_inventory_item option_desc ADD
SYSTEM.med_inventory_item option_id ADD
SYSTEM.med_inventory_item template_id ADD
SYSTEM.med_inventory_item template_name ADD
SYSTEM.med_inventory_setup FACILITY ADD
SYSTEM.med_inventory_setup admin_event_code ADD
SYSTEM.med_inventory_setup admin_event_value ADD
SYSTEM.med_inventory_setup data_entry_by ADD
SYSTEM.med_inventory_setup data_entry_by_option ADD
SYSTEM.med_inventory_setup data_entry_date ADD
SYSTEM.med_inventory_setup data_entry_offset ADD
SYSTEM.med_inventory_setup data_entry_source ADD
SYSTEM.med_inventory_setup data_entry_time ADD
SYSTEM.med_inventory_setup data_entry_time_j ADD
SYSTEM.med_inventory_setup data_entry_timezone_info_all ADD
SYSTEM.med_inventory_setup data_entry_timezone_short ADD
SYSTEM.med_inventory_setup data_entry_user_id ADD
SYSTEM.med_inventory_setup data_entry_user_name ADD
SYSTEM.med_inventory_setup data_entry_utc ADD
SYSTEM.med_inventory_setup expiring_soon ADD
SYSTEM.med_inventory_setup low_inventory ADD
SYSTEM.med_inventory_setup option_desc ADD
SYSTEM.med_inventory_setup option_id ADD
SYSTEM.med_inventory_setup receipt_event_code ADD
SYSTEM.med_inventory_setup receipt_event_value ADD
SYSTEM.med_inventory_template FACILITY ADD
SYSTEM.med_inventory_template SERVICE_CODE ADD
SYSTEM.med_inventory_template admin_route_code ADD
SYSTEM.med_inventory_template admin_route_value ADD
SYSTEM.med_inventory_template cvx_code ADD
SYSTEM.med_inventory_template cvx_value ADD
SYSTEM.med_inventory_template data_entry_by ADD
SYSTEM.med_inventory_template data_entry_by_option ADD
SYSTEM.med_inventory_template data_entry_date ADD
SYSTEM.med_inventory_template data_entry_offset ADD
SYSTEM.med_inventory_template data_entry_source ADD
SYSTEM.med_inventory_template data_entry_time ADD
SYSTEM.med_inventory_template data_entry_time_j ADD
SYSTEM.med_inventory_template data_entry_timezone_info_all ADD
SYSTEM.med_inventory_template data_entry_timezone_short ADD
SYSTEM.med_inventory_template data_entry_user_id ADD
SYSTEM.med_inventory_template data_entry_user_name ADD
SYSTEM.med_inventory_template data_entry_utc ADD
SYSTEM.med_inventory_template dea_schedule_code ADD
SYSTEM.med_inventory_template dea_schedule_value ADD
SYSTEM.med_inventory_template dispense_quantity ADD
SYSTEM.med_inventory_template dispense_unit_code ADD
SYSTEM.med_inventory_template dispense_unit_use_code ADD
SYSTEM.med_inventory_template dispense_unit_use_value ADD
SYSTEM.med_inventory_template dispense_unit_value ADD
SYSTEM.med_inventory_template dose ADD
SYSTEM.med_inventory_template dose_unit_code ADD
SYSTEM.med_inventory_template dose_unit_value ADD
SYSTEM.med_inventory_template drug_class ADD
SYSTEM.med_inventory_template equivalent_to ADD
SYSTEM.med_inventory_template form_code ADD
SYSTEM.med_inventory_template form_value ADD
SYSTEM.med_inventory_template medication_name ADD
SYSTEM.med_inventory_template micromedex_cgid ADD
SYSTEM.med_inventory_template option_desc ADD
SYSTEM.med_inventory_template option_id ADD
SYSTEM.med_inventory_template service_value ADD
SYSTEM.med_inventory_template strength ADD
SYSTEM.med_inventory_template template_name ADD