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Avatar CWS 2024 Update 8

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Additional Requirements

Avatar PM 2024 Update 17, Avatar CareFabric 2023 Update 61, and Medical Note Release 2.19.0 are required in order to utilize full functionality.

Recommended Update Level

Avatar CWS 2023 Update 73
Avatar CWS 2024 Monthly Release 2024.00.00
RADplus 2024 Monthly Release 2024.00.00

Product Update Description

The following changes are made to 'Medication Inventory Management': 1) Fields 'Manufacturer of Vaccine (MVX)' and 'Vaccine Code (CVX)' are added to the 'Receive Inventory' and 'Medication Definition' functions of the 'Medication Inventory Management' form. 2) SQL fields 'mvx_code', 'mvx_value', 'cvx_code' and 'cvx_value' are added to the 'SYSTEM.med_inventory_item' table. 3) Fields 'Medication Search' and 'CVX' are removed from the 'Template Definition' function of the 'Medication Inventory Management' form. 4) Field 'Funding Source', in the 'Receive Inventory' and 'Adjust Inventory' functions of the 'Medication Inventory Management' form, now points to dictionary 'Source Code' (field# 62028) that is a part of the 'Other CWS Tabled Files' file in 'Dictionary Update'. 5) The issue where numeric fields allowing non-numeric values is addressed. 6) The issue where the calculation used to reduce inventory might not always be correct is addressed. This can occur when the administration unit specified matches both the default dose unit and dispense unit values defined against the medication template. 7) The issue where required fields in the 'Receive Inventory' function do not show as required is resolved. 8) Field 'Medication Search' in the 'Template Definition' function is moved to the 'Service Codes' form in PM/Cal-PM. There are associated PM/Cal-PM updates to address the 'Service Codes' form.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Medication Inventory Management

The following changes are made to 'Medication Inventory Management':

  1. Fields 'Manufacturer of Vaccine (MVX)' and 'Vaccine Code (CVX)' are added to the 'Receive Inventory' and 'Medication Definition' functions of the 'Medication Inventory Management' form.
  2. SQL fields 'mvx_code', 'mvx_value', 'cvx_code' and 'cvx_value' are added to the 'SYSTEM.med_inventory_item' table.
  3. Fields 'Medication Search' and 'CVX' are removed from the 'Template Definition' function of the 'Medication Inventory Management' form.
  4. Field 'Funding Source' in the 'Receive Inventory' and 'Adjust Inventory' functions of the 'Medication Inventory Management' form now points to dictionary: 'Source Code' (field# 62028) within the 'Other CWS Tabled Files' file in 'Dictionary Update'.
Value Added: Enhances the functionality of Inventory Management.
Topics
• Medical Note • NX • Service Code • To Dos
 
Acceptance Tests
AV-95566 Summary | Details
Medication Inventory Management
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Finalize
  • Medical Note
  • Lot Number Manager
  • Document.Immunization
  • Medication Inventory Management
  • Service Codes
  • Service Code Upload Process
  • FaceSheet
  • Adjust Inventory
  • Client Health Maintenance
  • Finalize.CPT Selection
  • TO DO'S
Scenario 1: Medical Note - Inventory Management Disabled - Full Note Workflow
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • Two 'Vaccination/Immunization' procedure-type service codes must be configured in the 'Service Codes' form. (Immunization A) (Immunization B)
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • A procedure-type service code that is not a "Vaccination/Immunization" nor "Medication Administration" must be configured in the 'Service Codes' form. (Procedure A)
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and access 'Medical Note'.
  2. Click [Add Note] and create a new "Primary Care" Note.
  3. In the Facesheet:
  4. Select the ‘Vitals’ section and enter Blood Pressure, Height, Weight, and Temperature information, click [Save], and pull to note.
  5. Select the ‘Immunization’ section and enter a “Historical Immunization” record for yesterday.
  6. Select the ‘Allergies’ section and enter an allergy to “Shellfish” and pull to note.
  7. Select the ‘Document’ tab.
  8. Complete the 'Chief Complaint', 'HPI', 'Physical Exam' and 'Diagnosis' sections as necessary.
  9. Select the ‘Immunizations’ section.
  10. Expand the ‘Immunization History’ section and validate the Historical Immunization Record for the precious day is correctly shown.
  11. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  12. Fill in any required fields and click [Order].
  13. Click [Add] and then [Order Immunizations], select "Immunization B" from the 'Immunization Search' field and click [Continue].
  14. Fill in any required fields and click [Administer].
  15. Validate "Immunization A" is listed under the 'Pending Administrations' section and " Immunization B" is listed under the 'Immunization History' section.
  16. Populate all required fields and click [Save].
  17. Select the ‘Procedures’ section and click [Add].
  18. Select "Procedure A" from the 'Procedure' field.
  19. Select "Complete" from the 'Status' field.
  20. Set the 'Completion Date' field to "Today's Date.
  21. Populate any remaining required fields and click [Save].
  22. Validate "Procedure A" is listed under the 'Current Procedures' Section.
  23. Select the ‘In Office Administrations’ section.
  24. Click [Add], select "Medication A" from the 'In-Office Administrations Search' field and click [Continue].
  25. Populate all required fields and click [Administer].
  26. Populate all required fields and click [Save].
  27. Click [Add], select "Medication A" from the 'In-Office Administrations Search' field and click [Continue].
  28. Populate all required fields and click [Order].
  29. Validate "Medication A" is listed under the 'Pending Administrations' section and " Medication A" is listed under the 'Administration History' section.
  30. Select the ‘Finalize’ tab.
  31. Populate all required fields and click [Generate Note].
  32. Validate the ‘Note Summary’ is displayed and contains the appropriate information:
  33. The populated sections of the 'Facesheet' tab that were pulled into the note. (Allergies and Vitals)
  34. The required and populated sections of the 'Document' tab. (Chief Complaint, HPI, Physical Exam, Diagnosis)
  35. The 'Immunizations' section shows "Immunization A" in the 'Ordered (Pending)' section and "Immunization B" in the 'Administered In-Office' section.
  36. The 'Procedures' section shows "Procedure A" as complete.
  37. The 'In-Office Administrations' section shows "Medication A" in the 'Ordered (Pending)' section and "Medication B" in the 'Administered In-Office' section.
  38. Click [Sign Off] validate the Document is displayed and click [Accept], set the ‘Password’ field to the appropriate value and click [Verify].
Scenario 2: Medical Note - Inventory Management Enabled - In-Office Administration - Full Note Workflow
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A generic 'Evaluation Management' service code must be configured in the 'Service Codes' form. (Service Code A)
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • "Medication A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form inventory for "Template A" must be received to "Location A". (Inventory A)
  • An outpatient program must exist. (Program A)
  • In the 'Assign Services To Program' section of the 'Program Maintenance' form "Service Code A" must be associated to "Program A".
  • A client must have an active episode associated with "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note].
  3. Create a 'Psychiatry' note.
  4. Select the ‘Document’ tab.
  5. Populate all required sections in the 'Document' tab.
  6. Click the 'In-Office Administration' section.
  7. Click [Add] and select "Medication A" from the 'In-Office Administration Search' field.
  8. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A"
  9. Fill in any remaining required fields and click [Order].
  10. Validate the 'Pending Administrations' field contains a row for "Medication A".
  11. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  12. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  13. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  14. Select the row for "Inventory A" and click [Select].
  15. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC" are all correctly populated and disabled.
  16. Fill in any remaining required fields and click [Save].
  17. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  18. Click the ellipses under the 'Action' column for "Medication A" and click [Document Reaction].
  19. Select any value for the 'Reaction' field and click [Save].
  20. Click the ellipses under the 'Action' column for "Medication A" and click [View Details].
  21. Validation the 'Reaction' field contains the correct value and click [Close]
  22. Select the ‘Finalize’ tab.
  23. Populate all required fields and click [Generate Note].
  24. Validate the ‘Note Summary’ is displayed and contains the appropriate information and click [Sign Off].
  25. Validate the Document is displayed and click [Accept], set the ‘Password’ field to the appropriate value and click [Verify].
Scenario 3: Medical Note - Administering a medication order under the 'In-Office Administration' section when 'Inventory Management' is disabled - Pediatric
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • An outpatient program that is configured in the 'Program Maintenance' form to be a 'Primary Care' program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab.
  4. Navigate to the 'Diagnosis' section.
  5. Add a new diagnosis for "Client A".
  6. Navigate to the 'In-Office Administrations' section.
  7. Click [Add] and select "Medication A" from the 'In-Office Administrations Search' field.
  8. Validate the new diagnosis is listed under the 'Diagnosis' dropdown and select it.
  9. Fill in any remaining required fields and click [Order].
  10. Validate the 'Pending Administrations' field contains a row for "Medication A"
  11. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  12. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated and that all fields are disabled.
  13. Fill in all required fields and click [Save].
  14. Validate the 'Pending Administrations' field no longer contains a row for "Medication A".
  15. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
Scenario 4: Medical Note - Administering a medication under the 'Pending Administration' sub-section of 'In Office Administration' and voiding the medications under the 'Administration History' section
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • Two 'Medication Administration' procedure-type service codes must be configured in the 'Service Codes' form. (Medication A)(Medication B)
  • An Outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administration' section.
  4. Click [Add], select "Medication A" from the 'In-Office Administration Search' field and click [Continue].
  5. Populate all required fields and click [Order].
  6. Validate the 'Pending Administrations' field contains a row for "Medication A".
  7. Click [Add], select "Medication B" from the 'In-Office Administration Search' field and click [Continue].
  8. Populate all required fields and click [Order].
  9. Validate the 'Pending Administrations' field contains a row for "Medication A" and one for "Medication B".
  10. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  11. Populate all required fields and click [Save].
  12. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  13. Click the ellipses under the 'Action' column for "Medication B" and click [Refuse].
  14. Set the 'Refusal Reason' field to any value and click [Save].
  15. Validate the 'Administration History' field contains a row for "Medication A" and the status shows as "Administered".
  16. Validate the 'Administration History' field contains a row for "Medication B" and the status shows as "Refused".
  17. Click the ellipses under the 'Action' column for "Medication B" and click [Void].
  18. Set the 'Comments' field to any value and click [Save].
  19. Validate the 'Administration History' field contains a row for "Medication B" and the status shows as "Voided".
Scenario 5: Medical Note - Edit a medication that is listed under the 'Pending Medications' sub-section in the 'In-Office Administrations' section
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • "Medication A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form, inventory for "Template A" must be received to "Location A". (Inventory A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add] and select "Medication A" from the 'In-Office Administrations Search' field.
  5. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  6. Fill in any remaining required fields and click [Order].
  7. Validate the 'Pending Administrations' field contains a row for "Medication A".
  8. Click the ellipses under the 'Action' column for "Medication A" and click [Edit].
  9. Set the 'Dose' and 'Unit' fields to any other values and click [Update].
  10. Validate the row for "Medication A" in the 'Pending Administrations field reflects the updated values.
  11. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  12. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  13. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  14. Select the row for "Inventory A" and click [Select].
  15. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC" are all correctly populated and disabled.
  16. Fill in any remaining required fields and click [Save].
  17. Validate the 'Pending Administrations' field no longer contains a row for "Medication A".
  18. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
Scenario 6: Medical Note - Order an In-Office Administration as "Provider" - Edit/Administer as "Nurse"
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • "Medication A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form, inventory for "Template A" must be received to "Location A". (Inventory A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • Two users must exist. (User A) (User B).
  • "User A" who is configured as a "Provider".
  • "User B" who is configured as a "Nurse".
Steps
  1. Log into the application as "User A".
  2. Search for and select "Client A" and navigate to 'Medical Note'.
  3. Click [Add Note] and create a new note.
  4. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  5. Click [Add], search for and select "Medication A" from the 'In-Office Administrations Search' field, and click [Continue].
  6. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  7. Populate any remaining required fields and click [Order].
  8. Validate the 'Pending Administrations' field contains a row for "Medication A" and click [Save Draft].
  9. Log out of the application and then log in as "User B".
  10. Search for and select "Client A" and navigate to the 'Medical Note'.
  11. Click [Select Note] and select the newly created note.
  12. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  13. Validate the 'Pending Administrations' field contains a row for "Medication A".
  14. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  15. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated and that all fields are disabled.
  16. Validate the 'Entered By' and 'Ordered By' fields contain "User A" and the 'Administered By' field contains "User B".
  17. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  18. Select the row for "Inventory A" and click [Select].
  19. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC" are all correctly populated and disabled.
  20. Populate all remaining required fields and click [Save].
  21. Validate the 'Pending Administrations' field no longer contains a row for "Medication A".
  22. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  23. Log out of the application and then log in as "User A".
  24. Search for and select "Client A" and navigate to the 'Medical Note'.
  25. Click [Select Note] and select the newly created note.
  26. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  27. Validate the 'Pending Administrations' field no longer contains a row for "Medication A".
  28. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
Scenario 7: Medical Note - Immunizations - Edit; Cancel; Grouping
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • Two 'Vaccination/Immunization' procedure type service codes must be configured in the 'Service Codes' form. (Immunization A)(Immunization B).
  • "Immunization A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form, inventory for "Template A" must be received to "Location A" and the 'Manufacturer of Vaccine (MVX)' and 'Vaccine Code (CVX)' fields must be populated. (Inventory A)
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  4. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  5. Fill in any required fields and click [Order].
  6. Click [Add] and then [Order Immunizations], select "Immunization B" from the 'Immunization Search' field and click [Continue].
  7. Fill in any required fields and click [Order].
  8. Click the ellipses under the 'Action' column for "Immunization A" and click [Edit].
  9. Change the values for the 'Dose' and 'Route' fields and click [Update].
  10. Click the ellipses under the 'Action' column for "Immunization B" and click [Cancel].
  11. Validate the 'Cancel Pending Administration' dialog appears and contains: "Are you sure you want to cancel this pending administration? Canceling this will permanently remove this pending administration."
  12. Click [Continue], populate the 'Comments' field and click [Save].
  13. Validate the 'Pending Immunizations' section only contains a row for "Immunization A".
  14. Click the ellipses under the 'Action' column for "Immunization A" and click [Administer].
  15. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated according to the edited values, and that all fields are disabled.
  16. Select "Facility" from the 'Provided By' field.
  17. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  18. Select the row for "Inventory A" and click [Select].
  19. Validate all fields in the "Administration Details' section are populated correctly.
  20. Populate any remaining required fields and click [Save].
  21. Expand the 'Immunization History' field and validate it contains a row for "Immunization A" and all columns are correctly populated.
  22. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  23. Populate any required fields and click [Administer].
  24. Set the 'Provided By' field to "Facility".
  25. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  26. Select the row for "Inventory A" and click [Select].
  27. Validate all fields in the "Administration Details' section are populated correctly.
  28. Populate any remaining required fields and click [Save].
  29. Click [Group By Vaccine] in the 'Immunization History' section.
  30. Validate that the 2 immunization administrations for "Immunization A" are grouped together.
Scenario 8: Medical Note - Order/Administer an Immunization in Single Workflow - Void Administration - Reconcile Inventory
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Vaccination/Immunization' procedure-type service code must be configured in the 'Service Codes' form. (Immunization A)
  • "Immunization A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form, inventory for "Template A" must be received to "Location A" and the 'Manufacturer of Vaccine (MVX)' and 'Vaccine Code (CVX) fields but be populated. (Inventory A)
  • An outpatient program that is configured to be a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  4. Click [Add], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  5. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  6. Fill in any remaining required fields and click [Administer].
  7. Select "Facility" from the 'Provided By' field.
  8. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  9. Select the row for "Inventory A" and click [Select].
  10. Validate the fields in the 'Administration Details' section are all accurately populated.
  11. Fill in any remaining required fields and click [Save].
  12. Validate the 'Pending Administrations' field does not contain a row for "Immunization A".
  13. Expand the 'Immunization History' field and validate it contains a row for "Immunization A" and that all columns are accurate.
  14. Click the ellipses under the 'Action' column for "Immunization A" and click [Void].
  15. Populate the 'Comments' field and click [Save].
  16. Validate the 'Immunization History' field still contains a row for "Immunization A" and that the 'Status' column shows "Voided".
  17. Access the 'Medication Inventory Management' form.
  18. Click [Adjust Inventory] and select the row for "Inventory A" from the 'Select Row' field.
  19. Validate that the 'Event Log' field contains a row for the previously given administration.
  20. Validate the 'Current Balance' is correctly calculated.
  21. Select 'Add to inventory' from the 'Event Type' field.
  22. Set the 'Quantity' field, such that when added to the current balance, the total is equal to the amount originally added to inventory.
  23. Click [Submit].
Scenario 9: Medical Note - Complete a Pending Immunization After a Note Is Finalized - Pediatric Full Workflow
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • The Other CWS Tabled Files '(74101) Inventory Location’ dictionary must contain at least one value. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • Two "Vaccination/Immunization" procedure-type service codes must be configured in the 'Service Codes' form. (Medication A and Medication B)
  • "Medication A" and "Medication B" must have a template defined in the 'Medication Inventory Management' form. (Template A and Template B)
  • In the 'Medication Inventory Management' form inventory for "Template A" and "Template B" must be received to "Location A". (Inventory A and Inventory B)
  • An outpatient program must exist that is configured as a "Primary Care Program". (Program A)
  • A client must have an active episode that is associated with "Program A" and is a pediatric patient. (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note].
  3. Create a 'Primary Care' note.
  4. Select the ‘Document’ tab.
  5. Select ‘Immunizations’.
  6. Click [Add] and select "Medication A" from the 'Immunization Search' field.
  7. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  8. Fill in any remaining required fields and click [Order].
  9. Validate the 'Pending Administrations' field contains a row for "Medication A"
  10. Click [Add] and select "Medication B" from the 'Immunization Search' field.
  11. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template B".
  12. Fill in any remaining required fields and click [Administer].
  13. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  14. Select "Yes" for the 'Consent Obtained' radio button.
  15. Select "Not VFC eligible" from the 'VFC Eligibility Code' field.
  16. Select "Facility" from the 'Provided By' field.
  17. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  18. Select the row for "Inventory B" and click [Select].
  19. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC' are all correctly populated and disabled.
  20. Fill in any remaining required fields and click [Save].
  21. Expand the 'Immunization History' field and validate it contains a row for "Medication B" and that all columns are accurate.
  22. Populate any remaining required sections in the 'Document' tab.
  23. Select the ‘Finalize’ tab.
  24. Populate all required fields and click [Generate Note].
  25. Validate the ‘Note Summary’ is displayed and contains the appropriate information and click [Sign Off].
  26. Validate the 'Progress Note' is displayed and click [Accept], set the ‘Password’ field to the appropriate value, and click [Verify].
  27. Refresh Medical Note.
  28. Click [Add Note].
  29. Create a 'Primary Care' note.
  30. Select the 'Document' tab and navigate to the 'Immunization' section.
  31. Validate the 'Pending Administrations' field contains a row for "Medication A"
  32. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  33. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  34. Select "Yes" for the 'Consent Obtained' field.
  35. Select "Not VFC eligible" from the 'VFC Eligibility Code' field.
  36. Select "Facility" from the 'Provided By' field.
  37. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  38. Select the row for "Inventory A" and click [Select].
  39. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC' are all correctly populated and disabled.
  40. Populate all remaining required fields and click [Save].
  41. Expand the 'Immunization History' field and validate it contains a row for "Medication A" and that all columns are accurate.
Scenario 10: Medical Note - Administering an immunization when 'Inventory Management' is disabled
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Vaccination/Immunization' procedure-type service code must be configured in the 'Service Codes' form. (Immunization A)
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new 'Primary Care' note.
  3. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  4. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunization Search' field and click [Continue].
  5. Fill in any required fields and click [Administer].
  6. Select "Facility" from the 'Provided By' field.
  7. Fill in any remaining required fields and click [Save].
  8. Expand the 'Immunization History' field and validate it contains a row for "Immunization A" and all columns are correctly populated.
  9. Complete any remaining required sections in the 'Document' tab.
  10. Select the 'Finalize' tab and click [End Face-to-Face Time].
  11. Choose one of the options in the 'CPT Code Selected' field and click [Generate Note].
  12. Validate the 'Note Summary' field shows the correct information.
  13. Set the 'Completion Status' field to "Completed" and sign off on the note.
Scenario 11: Medical Note - Service Code Upload - Medication Administration and Vaccine/Immunization Procedure Types
Specific Setup:
  • A service code upload file must exist that contains two new service codes, one with "Vaccination/Immunization" and one with "Medication Administration" selected in the 'Procedure Type' field, and must be placed on the server where the application resides. (File A)
Steps
  1. Access the 'Service Code Upload Process' form.
  2. Click [Select File].
  3. Select and open "File A".
  4. Select "Compile" in the 'Compile or Post' field.
  5. Select "Yes" in the 'Override Existing Service Codes' field.
  6. Click [Submit].
  7. Validate a "Compiled completed" message is displayed and click [OK].
  8. Select "Post" in the 'Compile or Post' field and click [Submit].
  9. Validate a "Post completed" message is displayed and click [OK].
  10. Access the 'Service Codes' form.
  11. Select "Edit" in the 'Add New or Edit Existing' field.
  12. Search for and select the first service code created and ensure that "Yes" is selected in the 'Is This Service A Procedure' field and that "Vaccination/Immunization" is selected in the 'Procedure Type' field.
  13. Search for and select the second service code created and ensure that "Medication Administration" is selected in the 'Procedure Type' field.
Scenario 12: Medical Note - Receiving new inventory - Administering an In-Office Administration - Entering a 'Reaction'
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Access the 'Medication Inventory Management' form.
  2. Click [Template Definition] and select "Add New" from the 'Select Template Definition' field.
  3. Set the 'Service Code' field to "Medication A".
  4. Populate any remaining required fields and click [Submit].
  5. Click [Medication Definition] and select the previously made template from the 'Select Template' field.
  6. Select "Location A" from the 'Inventory Location' field.
  7. Set the 'Lot #' field to "72293".
  8. Set the 'Expiration Date' field to a future date.
  9. Set the 'Container Size' field to 50.
  10. Populate any remaining required fields and click [Submit].
  11. Click [Adjust Inventory] and set the 'Lot #' field to "72293"
  12. Validate the new medication definition is shown in the 'Inventory Items' field.
  13. Select the new medication definition from the 'Select Row' field.
  14. Select "Add to inventory" from the 'Event Type' field.
  15. Validate "Add (A)" is selected from the 'Impact' field and that the field is disabled.
  16. Set the 'Quantity' field to "50" and click [Submit] and close the form.
  17. Search for and select "Client A" and navigate to the 'Medical Note'.
  18. Click [Add Note] and create a new note.
  19. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  20. Click [Add], search for and select "Medication A" from the 'In-Office Administrations Search' field and click [Continue].
  21. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on selections made in the "Template Definition" section of the 'Medication Inventory Management' form.
  22. Fill in any remaining required fields and click [Administer].
  23. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  24. Select the row for new medication definition and click [Select].
  25. Validate the 'Administration Details' section is correctly populated based on selections made in the "Medication Definition" section of the 'Medication Inventory Management' form.
  26. Populate any remaining required fields and click [Save].
  27. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  28. Click the ellipses under the 'Action' column for "Medication A" and click [Document Reaction].
  29. Set the 'Reaction' field to any value and click [Save].
  30. Click the ellipses under the 'Action' column for "Medication A" and click [View Details].
  31. Validate the details are read-only, that all fields are correctly populated and then click [Cancel].
  32. Access the 'Medication Inventory Management' form.
  33. Click [Adjust Inventory] and select the new medication definition from the 'Select Row' field.
  34. Validate that the 'Event Log' field contains a row for the previously given administration.
  35. Validate the 'Current Balance' is correctly calculated.
Scenario 13: Medical Note - Refuse medications that are listed in under the 'Pending Medications' sub-section of the 'In-Office Administrations' section. Confirm details in Progress Note.
Specific Setup:
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode associated with "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], select "Medication A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Populate any required fields and click [Order].
  6. Validate the 'Pending Administrations' field contains a row for "Medication A".
  7. Click the ellipses under the 'Action' column for "Medication A" and click [Refuse].
  8. Select any value from the 'Refused Reason' field and click [Save].
  9. Validate the 'Pending Administrations' field no longer contains a row for "Medication A".
  10. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that "Refused" is shown in the 'Status' column.
  11. Click the ellipses under the 'Action' column for "Medication A" and click [View Details].
  12. Validate the 'Refused Reason' field matches to what was previously selected and click [Cancel].
  13. Select the 'Finalize' tab and click [Generate Note].
  14. Validate that the 'Note Summary' field contains a section for In-Office Administrations and "Medication A" is listed and shows as "Refused".
Scenario 14: Medical Note - Cancel a medication that is listed in under the 'Pending Medications' sub-section of the 'In-Office Administrations' section.
Specific Setup:
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode associated with "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administration' section.
  4. Click [Add], search for and select "Medication A" from the 'In-Office Administration Search' field and click [Continue].
  5. Populate any required fields and click [Order].
  6. Validate that a row for "Medication A" is listed in the 'Pending Immunizations' section.
  7. Click the ellipses under the 'Action' column for "Medication A" and click [Cancel].
  8. Validate the 'Cancel Pending Administration' dialog contains "Are you sure you want to cancel this pending administration? Canceling this will permanently remove this pending administration." and click [Continue].
  9. Populate the 'Comments' field and click [Save].
  10. Validate the 'Pending Administrations' field no longer contains a row for "Medication A".
  11. Expand the 'Administration History' field and validate it does not contain a row for "Medication A".
  12. Click [Select Note] and then click [Delete] for the newly created note.
  13. Validate the 'Delete Note' dialog contains "Are you sure you want to delete this draft note? Please make sure to void any administrations or procedures completed during the visit, as necessary."
  14. Click [Delete Note] and validate a 'Start' button now shows for the newly created note.
Scenario 15: Medical Note - Complete In-Office Administration - Delete Note - Void Administration - Reconcile Inventory
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • "Medication A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form, inventory for "Template A" must be received to "Location A". (Inventory A)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  4. Click [Add], search for and select "Medication A" from the 'In-Office Administrations Search' field and click [Continue].
  5. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  6. Fill in any remaining required fields and click [Administer].
  7. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  8. Select the row for "Inventory A" and click [Select].
  9. Populate any remaining required fields and click [Save].
  10. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  11. Click [Select Note] and then click [Delete] for the newly created note.
  12. Validate the 'Delete Note' dialog contains "Are you sure you want to delete this draft note? Please make sure to void any administrations or procedures completed during the visit, as necessary.".
  13. Click [Delete Note] and validate an error message is displayed at the top of the medical note stating "Completed procedures/administrations that updated medication inventory must be voided first before the visit can be deleted.".
  14. Select the 'Document' tab and then navigate to the 'In-Office Administrations' section.
  15. Expand the 'Administration History' field, click the ellipses under the 'Action' column for "Medication A" and click [Void].
  16. Populate the 'Comments' field and click [Save].
  17. Validate a passive alert is displayed at the top of the document tab stating "Void Administration: Voiding an administration does not update inventory. Please reconcile your inventory as needed."
  18. Validate the 'Status' column shows "Voided" for "Medication A".
  19. Click [Select Note] and then click [Delete] for the newly created note.
  20. Validate the 'Delete Note' dialog contains "Are you sure you want to delete this draft note? Please make sure to void any administrations or procedures completed during the visit, as necessary." and click [Delete Note].
  21. Access the 'Medication Inventory Management' form.
  22. Click [Adjust Inventory] and select the row for "Inventory A" from the 'Select Row' field.
  23. Validate that the 'Event Log' field contains a row for the previously given administration.
  24. Validate the 'Current Balance' is correctly calculated.
  25. Select 'Add to inventory' from the 'Event Type' field.
  26. Set the 'Quantity' field, such that when added to the current balance, the new balance will be equal to the amount prior to the administration and click [Submit].
Scenario 16: Medical Note - Administering a Pediatric Immunization when 'Inventory Management' is enabled
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • Two 'Vaccination/Immunization' procedure-type service codes must be configured in the 'Service Codes' form. (Immunization A) (Immunization B)
  • "Immunization A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form, inventory for "Template A" must be received to "Location A" and the 'Manufacturer of Vaccine (MVX)' and 'Vaccine Code (CVX)' fields must be populated. (Inventory A)
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • "Client A" must be under the age of 19.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Navigate to the 'Immunizations' section of the Facesheet.
  3. Click [Add] and then [Historical Immunization Record].
  4. Select any immunization listed in the 'Historical Immunization Record Search' field.
  5. Fill out any required fields and click [Save].
  6. Validate the 'Immunization History' section contains a row for the new historical immunization record.
  7. Click [Add Note] and create a 'Primary Care' note.
  8. Select the 'Document' tab and then navigate to the 'Immunization' section.
  9. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunizations Search' field and click [Continue].
  10. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  11. Fill in any remaining required fields and click [Order].
  12. Validate the 'Pending Immunizations' field contains a row for "Immunization A"
  13. Click the ellipses under the 'Action' column for "Immunization A" and click [Edit].
  14. Clear the 'Diagnosis' field, enter in a new value and click [Update].
  15. Click the ellipses under the 'Action' column for "Immunization A" and click [Administer].
  16. Validate the 'Diagnosis' field contains the updated value.
  17. Validate the following fields, restricted to pediatric clients only, show and are required:
  18. 'Consent Obtained'.
  19. 'VFC Eligibility Code'.
  20. 'Funding Source'.
  21. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  22. Select the row for "Inventory A" and click [Select].
  23. Fill in any remaining required fields and click [Save].
  24. Validate the 'Pending Immunizations' field no longer contains a row for "Immunization A".
  25. Expand the 'Immunization History' field and validate it contains a row for "Immunization A" and that all columns are accurate.
  26. Click the ellipses under the 'Action' column for "Immunization A" and click [Document Reaction].
  27. Populate the 'Reaction' field and click [Save].
  28. Click the ellipses under the 'Action' column for "Immunization A" and click [View Details].
  29. Validate all fields are correctly populated and disabled and click [Cancel].
  30. Click [Add] and then [Order Immunizations], select "Immunization B" from the 'Immunizations Search' field and click [Continue].
  31. Populate all required fields and click [Order].
  32. Select the 'Finalize' tab and click [Generate Note].
  33. Validate the 'Note Summary' field contains a section for pending immunizations and has "Immunization B" listed.
  34. Validate the 'Note Summary' field contains a section for administered in-office immunizations and has "Immunization A" listed.
  35. Validate the 'Note Summary' field does not contain the new Historical Immunization Record.
  36. Select the 'Document' tab and then navigate to the 'Immunization' section.
  37. Click the ellipses under the 'Action' column for "Immunization B" and click [Cancel].
  38. Validate the 'Cancel Pending Administration' dialog appears and contains: "Are you sure you want to cancel this pending administration? Canceling this will permanently remove this pending administration."
  39. Click [Continue], populate the 'Comments' field and click [Save].
  40. Select the 'Finalize' tab and click [Generate Note].
  41. Validate the 'Note Summary' field does not contain a section for pending immunizations.
Scenario 17: Medical Note - Administering a Pediatric Immunization when 'Inventory Management' is disabled
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Vaccination/Immunization' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • An Outpatient program must exist that is configured as a 'Primary Care' program. (Program A)
  • A client must have an active episode associated with "Program A". (Client A)
  • "Client A" must be 18 years of age or younger.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note].
  3. Create a 'Primary Care' note.
  4. Select the 'Document' tab and then navigate to the 'Immunization' section.
  5. Populate all required fields and click [Order].
  6. Validate the 'Pending Administrations' field contains a row for "Medication A".
  7. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  8. Select "Yes" for the 'Consent Obtained' radio button.
  9. Select "Not VFC eligible" from the 'VFC Eligibility Code' field.
  10. Select "Other" from the 'Provided By' field.
  11. Populate all required fields and click [Save].
  12. Expand the 'Immunization History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  13. Click the ellipses under the 'Action' column for "Medication B" and click [Document Reaction].
  14. Select any value for the 'Reaction' field and click [Save].
  15. Click the ellipses under the 'Action' column for "Medication B" and click [View Details].
  16. Validate the 'Reaction' field contains the correct value and click [Close]
Scenario 18: Medical Note - Add Historical Immunization Record - Validate through 'Client Health Maintenance' form
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Navigate to the 'Immunizations' section of the Facesheet.
  3. Click [Add] and then [Historical Immunization Record].
  4. Select any immunization listed in the 'Historical Immunization Record Search' field.
  5. Fill out any required fields and click [Save].
  6. Validate the 'Immunization History' section contains a row for the new historical immunization record.
  7. Access the 'Client Health Maintenance' form.
  8. Search for and select "Client A" from the 'Client ID' field.
  9. Click [List Immunizations] and validate the 'Immunizations History and Alerts' report is launched.
  10. Validate the 'Immunization History' section contains data for the new historical immunization record and click [Close Report].
  11. Click [Update] and then [New Row].
  12. Populate the 'Vaccine', 'Dose', 'Provided By' and 'Date' cells and click [Save].
  13. Navigate to the 'Medical Note'.
  14. Navigate to the 'Immunizations' section of the Facesheet.
  15. Validate the 'Immunization History' section contains a row for both new immunization records.
Scenario 19: Medical Note - Add Historical Records - In Office Administration
Specific Setup:
  • A procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • An Outpatient program must exist. (Program A)
  • A client must have an active episode associated with "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note].
  3. Create a 'Psychiatry' note.
  4. Select the 'Document' tab and then navigate to the 'Procedure' section.
  5. Click [Add] and select "Medication A" from the 'Procedure Search' field.
  6. Select ‘Diagnosis’ and enter a diagnosis.
  7. Click 'Complete' field.
  8. Click 'Routine' field.
  9. Populate all remaining required fields and click [Save].
  10. Validate the 'Current Procedures' field contains a row for "Medication A".
  11. Access the 'Service Codes' form.
  12. Select "Edit" in the 'Add New or Edit Existing' field.
  13. Search for and select "Medication A" and select "Medication Administration" in the 'Procedure Type' field.
  14. Click [Submit].
  15. Validate a message is displayed stating "Service Codes has completed. Do you wish to return to form?" and click [Yes].
  16. Refresh 'Medical Note'.
  17. Click [Select Note] and click [Edit].
  18. Select the 'Document' tab and then navigate to the 'In-Office Administration' section.
  19. Expand the 'Administration History' field.
  20. Validate the 'Historical Records' section is displayed and contains "Medication A".
Scenario 20: Medical Note - In-Office Administration - ToDo's - Administer and refusal
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • Two 'Medication Administration' procedure-type service codes must be configured in the 'Service Codes' form. (Medication A and Medication B)
  • An outpatient program must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • Two users must exist in the application. (User A and User B)
  • "User A" is configured as a "Nurse" and "User B" is configured as a "Provider".
  • "User A" must be logged into the application.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a new note.
  3. Select the 'Document' tab and then navigate to the 'In-Office Administration' section.
  4. Click [Add] and select "Medication A" from the 'In-Office Administration Search' field.
  5. Populate any required fields and click [Order].
  6. Validate the 'Pending Administrations' field contains a row for "Medication A".
  7. Click [Add] and select "Medication B" from the 'In-Office Administration Search' field.
  8. Populate any required fields and click [Order].
  9. Validate the 'Pending Administrations' field contains a row for "Medication B".
  10. Click [Send To Do].
  11. Set "User B" in the 'To-Do Recipient'.
  12. Set the 'Notes' field to any value and click [Send].
  13. Log out of the application and log back in as "User B".
  14. Access the 'My To Do's' widget.
  15. Select "Client A" from the 'Additional ToDos' list and click [Review To Do Item].
  16. Click 'In-Office Administrations'.
  17. Validate the 'Pending Administrations' field contains a row for "Medication A".
  18. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  19. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated and disabled.
  20. Populate any required fields and click [Save].
  21. Expand the 'Administration History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  22. Click the ellipses under the 'Action' column for "Medication B" and click [Refuse].
  23. Select any value in the 'Refused Reason' field and click [Save].
  24. Expand the 'Administration History' field and validate it contains a row for "Medication B" with a status of 'Refused'.
Scenario 21: Medical Note - Inventory Management Enabled - Full Immunization Work Flow
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • Two 'Vaccination/Immunization' procedure-type service codes must be configured in the 'Service Codes' form. (Medication A and Medication B)
  • "Medication A" and "Medication B" must have a template defined in the 'Medication Inventory Management' form. (Template A and Template B)
  • In the 'Medication Inventory Management' form inventory for "Template A" and "Template B" must be received to "Location A". (Inventory A and Inventory B)
  • An Outpatient program must exist that is configured as a primary care program. (Program A)
  • A client must have an active episode associated with "Program A". (Client A)
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note] and create a 'Primary Care' note.
  3. Select the ‘Document’ tab.
  4. Enter a value in the ‘Chief Complaint’ field.
  5. Select ‘HPI’ and add a value along with symptoms.
  6. Select ‘Physical Exam’ and select the ‘Constitutional’ tab.
  7. Check off the appropriate values.
  8. Select ‘Diagnosis’ and enter a diagnosis.
  9. Select ‘Immunizations’.
  10. Click [Add] and select "Medication A" from the 'Immunization Search' field.
  11. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  12. Fill in any remaining required fields and click [Order].
  13. Validate the 'Pending Administrations' field contains a row for "Medication A"
  14. Click [Add] and select "Medication B" from the 'Immunization Search' field.
  15. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template B".
  16. Fill in any remaining required fields and click [Administer].
  17. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  18. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  19. Select the row for "Inventory B" and click [Select].
  20. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC' are all correctly populated and disabled.
  21. Fill in any remaining required fields and click [Save].
  22. Expand the 'Immunization History' field and validate it contains a row for "Medication B" and that all columns are accurate.
  23. Click the ellipses under the 'Action' column for "Medication B" and click [Document Reaction].
  24. Select any value for the 'Reaction' field and click [Save].
  25. Click the ellipses under the 'Action' column for "Medication B" and click [View Details].
  26. Validate the 'Reaction' field contains the correct value and click [Close].
  27. Select the ‘Finalize’ tab.
  28. Populate all required fields and click [Generate Note].
  29. Validate the ‘Note Summary’ is displayed and contains the appropriate information and click [Sign Off].
  30. Validate the Document is displayed and click [Accept], set the ‘Password’ field to the appropriate value and click [Verify].
  31. Refresh Medical Note.
  32. Click [Add Note].
  33. Select "Primary Care" from the 'Appointment/Note Workflow' field.
  34. Select "Main Street Center" from the 'Site' field.
  35. Select "Program A" from the 'Service Program' field.
  36. Search for and select "Service Code A" from the 'Service Code' field.
  37. Fill out any remaining required fields and click [Save].
  38. Select the 'Document' tab and then navigate to the 'Immunization' section.
  39. Validate the 'Pending Administrations' field contains a row for "Medication A"
  40. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  41. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  42. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  43. Select the row for "Inventory A" and click [Select].
  44. Validate the 'Lot Number', 'Manufacturer', 'Expiration Date', and 'NDC' are all correctly populated and disabled.
  45. Fill in any remaining required fields and click [Save].
  46. Expand the 'Immunization History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  47. Select the 'Facesheet' tab and then navigate to the 'Immunization' section.
  48. Validate "Medication A" and "Medication B" are displayed.
  49. Select the 'Document' tab and then navigate to the 'Immunization' section.
  50. Void the administrations of "Medication A" and "Medication B".
  51. Refresh Medical Note.
  52. Click [Select Note] and click [Delete].
  53. Validate the 'Delete Note' dialog is displayed and contains "Are you sure you want to delete this draft note. Please make sure to void any administrations or procedures completed during the visit, as necessary."
  54. Click [Delete Note].
Scenario 22: Medical Note - Order an Immunization as "Provider" - Edit/Administer as "Nurse"
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "Y".
  • There must be at least one value in the Other CWS Tabled Files ‘(74101) Inventory Location’ dictionary. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Vaccination/Immunization' procedure-type service code must be configured in the 'Service Codes' form. (Immunization A)
  • "Immunization A" must have a template defined in the 'Medication Inventory Management' form. (Template A)
  • In the 'Medication Inventory Management' form, inventory for "Template A" must be received to "Location A" and the 'Manufacturer of Vaccine (MVX)' and 'Vaccine Code (CVX)' fields must be populated. (Inventory A)
  • An outpatient program configured as a 'Primary Care' program in the 'Program Maintenance' form must exist. (Program A)
  • A client must have an active episode in "Program A". (Client A)
  • Two users must exist. (User A) (User B).
  • "User A" who is configured as a "Provider".
  • "User B" who is configured as a "Nurse".
Steps
  1. Log into the application as "User A".
  2. Search for and select "Client A" and navigate to the 'Medical Note'.
  3. Click [Add Note] and create a 'Primary Care' note.
  4. Select the 'Document' tab and then navigate to the 'Immunization' section.
  5. Click [Add] and then [Order Immunizations], select "Immunization A" from the 'Immunizations Search' field and click [Continue].
  6. Validate the 'Dose', 'Unit', and 'Route' fields automatically populate based on the entries made in "Template A".
  7. Fill in any remaining required fields and click [Order].
  8. Validate the 'Pending Immunizations' field contains a row for "Immunization A" and click [Save Draft].
  9. Log out of the application and then log in as "User B".
  10. Search for and select "Client A" and navigate to the 'Medical Note'.
  11. Click [Select Note] and select the newly created 'Primary Care' note.
  12. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  13. Validate the 'Pending Immunizations' field contains a row for "Immunization A".
  14. Click the ellipses under the 'Action' column for "Immunization A" and click [Administer].
  15. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated and that all fields are disabled.
  16. Validate the 'Entered By' and 'Ordered By' fields contains "User A" and the 'Administered By' field contains "User B".
  17. Select "Facility" from the 'Provided By' field.
  18. Click the 'Lot Number Search' button and validate the 'Lot Number Manager' dialog is launched.
  19. Select the row for "Inventory A" and click [Select].
  20. Validate all fields in the 'Administration Details' section are populated correctly.
  21. Fill in any remaining required fields and click [Save].
  22. Validate the 'Pending Immunizations' field no longer contains a row for "Immunization A".
  23. Expand the 'Immunization History' field and validate it contains a row for "Immunization A" and that all columns are accurate.
  24. Log out of the application and then log in as "User A".
  25. Search for and select "Client A" and navigate to the 'Medical Note'.
  26. Click [Select Note] and select the 'Primary Care' note.
  27. Select the 'Document' tab and then navigate to the 'Immunizations' section.
  28. Validate the 'Pending Immunizations' field no longer contains a row for "Immunization A".
  29. Expand the 'Immunization History' field and validate it contains a row for "Immunization A" and that all columns are accurate.
Scenario 23: Medical Note - Pediatric Immunization - ToDo's - Administer and refusal
Specific Setup:
  • The 'Avatar CWS->Medication Inventory Management->->->->Enable Medication Inventory Management' registry setting must be set to "N".
  • The Other CWS Tabled Files '(74101) Inventory Location’ dictionary must contain at least one value. (Location A)
  • Please log out of the application and log back in after completing the above configuration.
  • A generic 'Evaluation Management' service code must be configured in the 'Service Codes' form. (Service Code A)
  • A 'Medication Administration' procedure-type service code must be configured in the 'Service Codes' form. (Medication A)
  • A 'Vaccination/Immunization' procedure-type service code must be configured in the 'Service Codes' form. (Medication B)
  • An outpatient program must exist that is configured as a 'Primary Care' program. (Program A)
  • A client must have an active episode associated with "Program A" and is pediatric patient. (Client A)
  • Two users must exist in the application: One who is configured as a "Nurse" (User A) and one who is configured as a "Provider". (User A and User B).
  • "User A" must be logged into the application.
Steps
  1. Search for and select "Client A" and navigate to the 'Medical Note'.
  2. Click [Add Note].
  3. Create a 'Primary Care' note.
  4. Select the 'Document' tab and then navigate to the 'Immunization' section.
  5. Click [Add] and select "Medication A" from the 'Immunization Search' field.
  6. Populate all required fields and click [Order].
  7. Validate the 'Pending Administrations' field contains a row for "Medication A".
  8. Click [Add] and select "Medication B" from the 'Immunization Search' field.
  9. Populate all required fields and click [Order].
  10. Validate the 'Pending Administrations' field contains a row for "Medication B".
  11. Click [Send To Do].
  12. Set "User A" in the 'To-Do Recipient'.
  13. Set the 'Notes' field to any value and click [Send].
  14. Log out of the application and log back in as "User B".
  15. Access the 'My To Do's' widget.
  16. Select "Client A" from the 'Additional ToDos' list and click [Review To Do Item].
  17. Select the 'Immunization' section.
  18. Validate the 'Pending Administrations' field contains a row for "Medication A".
  19. Click the ellipses under the 'Action' column for "Medication A" and click [Administer].
  20. Validate, in the first section, the 'Dose', 'Unit', and 'Route' fields are correctly populated with the updated values and that all fields are disabled.
  21. Select "Yes" for the 'Consent Obtained' radio button.
  22. Select "Not VFC eligible" from the 'VFC Eligibility Code' field.
  23. Select "Facility" from the 'Provided BY' field.
  24. Populate all required fields and click [Save].
  25. Expand the 'Immunization History' field and validate it contains a row for "Medication A" and that all columns are accurate.
  26. Click the ellipses under the 'Action' column for "Medication B" and click [Refuse].
  27. Select any value for the 'Refused Reason' field and click [Save].
  28. Expand the 'Immunization History' field and validate it contains a row for "Medication B" with a status of "Refused".
Topics
• Medical Note • NX • Service Code • To Dos
Table Changes
Table Column Change
SYSTEM.medinventoryitem cvx_code ADD
SYSTEM.medinventoryitem cvx_value ADD
SYSTEM.medinventoryitem mvx_code ADD
SYSTEM.medinventoryitem mvx_value ADD