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Avatar CWS 2024 Update 42

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2024 Monthly Release 2024.01.01
RADplus 2024 Monthly Release 2024.01.01

Product Update Description

The following changes are made: 1) The 'Standing Task Configuration' and 'Task Association' forms are enhanced to support all 'Programs', regardless of 'Treatment Setting' or 'Program Type'. In addition, going forward, Tasks that are created are no longer limited to inpatient 'Programs'. 2) Task List now limits the displayed Tasks to those associated with client episodes where the 'Program' is included in the 'System Code' that is used to log in to myAvatar (when user-defined 'System Codes' are in use). Note: Avatar eMAR 2024 Update 12 must also be installed to support this functionality.

Required Updates

None

Included Updates

6, 16

Details
NEW2 CHANGED0 FIXED0
New (2)
Task List - 'Standing Task Definition' form and Task creation process.
Tasks that are created are no longer limited to inpatient 'Programs' and Task List now limits the displayed Tasks to those associated with client episodes where the 'Program' is included in the 'System Code' that is used to log in to myAvatar (when user-defined 'System Codes' are in use).
Note: Avatar eMAR 2024 Update 12 must also be installed to support this functionality.
Value Added: The 'Standing Task Configuration' and 'Task Association' forms are enhanced to support all 'Programs', regardless of 'Treatment Setting' or 'Program Type'.
Topics
• Task List
 
Task List - 'Standing Task Definition' form and Task creation process.
In addition, going forward, Tasks that are created are no longer limited to inpatient 'Programs' and Task List now limits the displayed Tasks to those associated with client episodes where the 'Program' is included in the 'System Code' that is used to log in to myAvatar (when user-defined 'System Codes' are in use).
Note: Avatar eMAR 2024 Update 12 must also be installed to support this functionality.
Value Added: The 'Standing Task Configuration' and 'Task Association' forms are enhanced to support all 'Programs', regardless of 'Treatment Setting' or 'Program Type'.
Topics
• Task List
 
Acceptance Tests
AV-85940 Summary | Details
Task List - 'Standing Task Definition' form and Task creation process.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • eMAR
  • Order Entry Console
  • Orders This Episode
  • Select Existing System Code
  • System Code Definition
  • Task Associations
  • Task Definitions
  • Top Navigation region
Scenario 1: Task List - Multiple Root System Codes
Specific Setup:
  • An outpatient program must exist. (Program A)
  • Two or more subsystem codes must exist. (Subsystem Code A, Subsystem Code B).
  • User must have access to the sub system codes in 'User Definition' form.
  • A pharmacy-type order code must exist. (Order Code A)
  • A client must have an active outpatient 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.
  • Must be logged into the root system code.
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 "TaskDef1" and press Tab.
  4. Set the 'Task Title' field to "Example Task 1" 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 "TaskDef2" and press Tab.
  8. Set the 'Task Title' field to "Example Task 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 'Task Associations' form.
  11. Select "Task Definition" from the 'Task Type' field.
  12. Select "Example Task 1 (TaskDef1)" from the 'Task Group/Definition' dropdown list.
  13. Select "Add" from the 'Add/Edit/Delete Association' field.
  14. Select "Order Entry" from the 'Order Event' field.
  15. Search for and select any pharmacy-type order code in the 'Order Code' field.
  16. Click [Update Associations] and [Submit].
  17. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [Yes].
  18. Select "Task Definition" from the 'Task Type' field.
  19. Select "Example Task 2 (TaskDef2)" from the 'Task Group/Definition' dropdown list.
  20. Select "Add" from the 'Add/Edit/Delete Association' field.
  21. Select "Order Entry" from the 'Order Event' field.
  22. Search for and select any pharmacy-type order code in the 'Order Code' field.
  23. Click [Update Associations] and [Submit].
  24. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  25. Access the 'System Code Definition' form.
  26. Click [Select Existing System Code] and validate the 'Select Existing System Code' dialog is displayed.
  27. Select "Subsystem Code A" from the 'Select one of the following:' field and click [OK].
  28. Check the "Program A" checkbox from the 'Associated Programs' and click [Submit].
  29. Validate a message is displayed that states: "System Code Definition has completed. Do you wish to return to form?" and click [Yes].
  30. Click [Select Existing System Code] and validate the 'Select Existing System Code' dialog is displayed.
  31. Select "Subsystem Code B" from the 'Select one of the following:' field and click [OK].
  32. Validate the "Program A" checkbox is unchecked in 'Associated Programs' and click [Discard].
  33. Validate a message is displayed that states: "Are you sure you want to Close without saving?" and click [Yes].
  34. Click on the 'User Menu' and Select the 'Refresh Forms'.
  35. Select "Client A" and access the Order Entry Console.
  36. Select 'Orders This Episode'.
  37. Search for and select "Order Code A" in the 'New Order' field.
  38. Set the 'Dose' field to "1", 'Dose Unit' field to "Tablet" and 'Freq' field to "ONE TIME ONLY".
  39. Set the 'Duration' field to "1" and click [Days].
  40. Validate the 'First Dose Date' field contains current date and 'First Dose Time' field contains current time.
  41. Populate all required fields and click [Add to Scratchpad].
  42. Validate the 'Scratchpad' contains an order for "Order Code A".
  43. Search for and select "Order Code B" in the 'New Order' field.
  44. Set the 'Dose' field to "1", 'Dose Unit' field to "Tablet" and 'Freq' field to "AS NEEDED".
  45. Validate that 'PRN' is selected.
  46. Set the 'Duration' field to "1" and click [Days].
  47. Populate all required fields and click [Add to Scratchpad].
  48. Validate 'Scratchpad' contains an order for "Order Code A" and an order for "Order Code B" and click [Sign].
  49. Validate the 'Order grid' contains an order for "Order Code A" and an order for "Order Code B".
  50. Access the 'Task List' widget.
  51. Search for and select the "Client A" from the 'Search Patients' field.
  52. Validate that one "Example Task 1" task, is created in the current date time column.
  53. Validate that one "Example Task 2" task, is created in 'PRN Tasks'.
  54. Access 'eMAR NX'.
  55. Validate the order for "Order Code A" is displayed under 'STAT/NOW'.
  56. Validate the order for "Order Code B" is displayed under 'PRN'.
  57. Log out of the root system code and log into the sub system code.
  58. Select "Client A" and access the Order Entry Console.
  59. Click [Order This Episode].
  60. Validate the 'Order grid' contains the orders for "Order Code A" and "Order Code B".
  61. Access the 'Task List' widget.
  62. Search for and select "Client A" in the 'Search Patients' field.
  63. Validate that one "Example Task 1" task, is created in the current date time column.
  64. Validate that one "Example Task 2" task, is created in 'PRN Tasks'.
  65. Access the 'eMAR NX' widget.
  66. Validate the order for "Order Code A" is displayed under 'STAT/NOW'.
  67. Validate the order for "Order Code B" is displayed under 'PRN'.
  68. Log out of "Subsystem Code A" and log into "Subsystem Code B".
  69. Search for "Client A" in the 'What can I help you find?' field.
  70. Validate a message is displayed stating "No record found".
  71. Access the 'Task List' widget.
  72. Search for and select "Client A" in the 'Search Patients' field.
  73. Validate the message contains "No record found".
  74. Access 'eMAR NX'.
  75. Validate the message contains "Please select a client to view".
Scenario 2: Task List - Validate the tasks with multiple system codes which is created in root system code for Lab orders.
Specific Setup:
  • An outpatient program must exist. (Program A)
  • Two or more subsystem codes must exist. (Subsystem Code A, Subsystem Code B).
  • User must have access to the subsystem codes in 'User Definition' form.
  • A lab-type order code must exist. (Order Code A)
  • A client must have an active outpatient 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.
  • Must be logged into the root system code.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Edit" from the 'Add/Edit Task Definition' field.
  3. Search for and select "Sepsis Assessment (SEPSIS)" from the 'Existing Task Code' field.
  4. Validate the 'New Task Code' field contains "SEPSIS".
  5. Validate the 'Task Title' field contains "Sepsis Assessment" and click [Submit].
  6. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
  7. Select "Edit" from the 'Add/Edit Task Definition' field.
  8. Search for and select "Complete Blood Count Task (CBCTask)" from the 'Existing Task Code' field.
  9. Validate the 'New Task Code' field contains "CBCTask".
  10. Validate the 'Task Title' field contains "Complete Blood Count Task" and click [Submit].
  11. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  12. Access the 'Task Associations' form.
  13. Select "Task Definition" from the 'Task Type' field.
  14. Select "Sepsis Assessment (SEPSIS)" from the 'Task Group/Definition' dropdown list.
  15. Select "Edit" from the 'Add/Edit/Delete Association' field.
  16. Select "Complete Blood Count (CBC)" from the 'Existing Association' field.
  17. Validate "Order Entry" is selected from 'Order Event' field.
  18. Validate the 'Order Code' field contains "Complete Blood Count".
  19. Click [Update Associations] and [Submit].
  20. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [Yes].
  21. Select "Task Definition" from the 'Task Type' field.
  22. Select "Complete Blood Count Task (CBCTask)" from the 'Task Group/Definition' dropdown list.
  23. Select "Edit" from the 'Add/Edit/Delete Association' field.
  24. Select "Complete Blood Count (CBC)" from the 'Existing Association' field.
  25. Validate "Order Entry" is selected from 'Order Event' field.
  26. Validate the 'Order Code' field contains "Complete Blood Count".
  27. Click [Update Associations] and [Submit].
  28. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  29. Access the 'System Code Definition' form.
  30. Click [Select Existing System Code] and validate the 'Select Existing System Code' dialog is displayed.
  31. Select "Subsystem Code A" from the 'Select one of the following:' field and click [OK].
  32. Check the "O.P Adolescent S.A" checkbox from the 'Associated Programs' and click [Submit].
  33. Validate a message is displayed that states: "System Code Definition has completed. Do you wish to return to form?" and click [Yes].
  34. Click [Select Existing System Code] and validate the 'Select Existing System Code' dialog is displayed.
  35. Select "Subsystem Code B" from the 'Select one of the following:' field and click [OK].
  36. Validate "O.P Adolescent S.A" checkbox is unchecked in 'Associated Programs' and click [Discard].
  37. Validate a message is displayed that states: "Are you sure you want to Close without saving?" and click [Yes].
  38. Click on the 'User Menu' and click the 'Refresh Forms'.
  39. Select "Client A" and access the Order Entry Console.
  40. Select the 'Orders This Episode' tab.
  41. Search for and select "Order Code A" in the 'New Order' field.
  42. Set the 'Freq' field to "DAILY-12:00 PM".
  43. Set the 'Duration' field to "1" and click [Days].
  44. Populate all required fields and click [Add to Scratchpad] and click [Sign].
  45. Validate an order for "Order Code A" is displayed in the 'Order grid'.
  46. Access the 'Task List' widget.
  47. Search for and select the "Client A" from the 'Search Patients' field.
  48. Validate the "Sepsis Assessment" and "Complete Blood Count Task" tasks are created in the scheduled date time column.
  49. Log out of the root system code and login to "Subsystem Code A".
  50. Select "Client A" and access the Order Entry Console.
  51. Click the 'Orders This Episode' tab.
  52. Validate the order for "Order Code A" is displayed in the 'Order grid'.
  53. Access the 'Task List' widget.
  54. Search for and select "Client A" in the 'Search Patients' field.
  55. Validate the "Sepsis Assessment" and "Complete Blood Count Task" tasks are created in the scheduled date time columns.
  56. Log out of "Subsystem Code A" and log into "Subsystem Code B".
  57. Search for "Client A" in the 'What can I help you find?' field.
  58. Validate a message is displayed stating "No record found".
  59. Access the 'Task List' widget.
  60. Search for and select "Client A" in the 'Search Patients' field.
  61. Validate the message contains "No record found".
Topics
• Task List
AV-96162 Summary | Details
Task List - 'Standing Task Definition' form and Task creation process.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • System Code Definition
  • Task Definitions
Scenario 1: Task List - Outpatient 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.
  • An outpatient program must exist. (Program A)
  • Two or more subsystem codes must exist. (Subsystem Code A, Subsystem Code B)
  • User must have access to the sub system codes in 'User Definition' form.
  • Must be logged into the root system code.
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 "Standing51" and press Tab.
  4. Set the 'Task Title' field to "Standing Task 51" 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 "Standing52" and press Tab.
  8. Set the 'Task Title' field to "Standing Task 52" 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 51 (Standing51)" 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 52 (Standing52)" 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 'System Code Definition' form.
  24. Click [Select Existing System Code] and validate the 'Select Existing System Code' dialog is displayed.
  25. Select "Subsystem Code A" from the 'Select one of the following:' field and click [OK].
  26. Check the "Program A" checkbox from the 'Associated Programs' and click [Submit].
  27. Validate a message is displayed that states: "System Code Definition has completed. Do you wish to return to form?" and click [Yes].
  28. Click [Select Existing System Code] and validate the 'Select Existing System Code' dialog is displayed.
  29. Select "Subsystem Code B" from the 'Select one of the following:' field and click [OK].
  30. Validate "Program A" checkbox is unchecked in 'Associated Programs' and click [Discard].
  31. Validate a message is displayed that states: "Are you sure you want to Close without saving?" and click [Yes].
  32. Click on the 'User Menu' and Select the 'Refresh Forms'.
  33. Access the 'Admission (OutPatient)' form.
  34. Enter a value in the 'First Name' and 'Last Name' fields.
  35. Select a value in the 'Sex' field.
  36. Enter a value in the 'Social Security Number' field and the 'Date of Birth' field.
  37. Click [Search] and [New Client].
  38. Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes].
  39. Set the 'Preadmit/Admission Date' field to "T-3".
  40. Select "Program A" from the 'Program' field.
  41. Complete all other required fields and click [Submit].
  42. Access the 'Task List' widget.
  43. Search for and select the new client from the 'Search Patients' field.
  44. Validate that one "Standing Task 51" task, is created under 'Unscheduled'.
  45. Validate that one "Standing Task 52" task, is created in 'PRN Tasks'.
  46. Log out of the root system code and login to "Subsystem Code A".
  47. Access the 'Task List' widget.
  48. Search for and select the client created when logged into the root system code in the 'Search Patients' field.
  49. Validate that one "Standing Task 51" task, is created under 'Unscheduled'.
  50. Validate that one "Standing Task 52" task, is created in 'PRN Tasks'.
  51. Log out of "Subsystem Code A" and log into "Subsystem Code B".
  52. Access the 'Task List' widget.
  53. Search for and select the client created in the root system code in the 'Search Patients' field.
  54. Validate the message contains "No record found".
Topics
• Task List

 

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  2. Tags
    1. Avatar CWS 2024 Update 42
    2. content:release
    3. llm-no-index
    4. role:sysadmin
    5. Task List