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Avatar NX Release Build 2021.09.00 Acceptance Tests

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Credit Card Processing - myAvatar NX
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Credit Card Configuration
  • Front Desk
  • Posting/Adjustment Codes Definition
  • Receipt Definition
  • Guarantors/Payors
  • Deposit Entry
  • Financial Eligibility
Scenario 1: NX - Cal-PM - Credit Card Processing - Setup
Specific Setup:
  • Please contact your Netsmart representative for assistance to enable credit card functionality.
  • The following registry setting has a value of 'Y': Avatar PM--->Billing->Remittance Processing->->->Enable Credit Card Processing.
  • Tester has been given access to the following form:
  • Credit Card Configuration
  • There is a known issue on this form. The field label is missing for the 'Default User ID for myHealthPointe Credit Card and ACH Payments' field. This will be corrected in a future release.
  • General Information regarding credit card payments: At the current time, payments can be accepted from 'Deposit Entry', 'Front Desk - Check in' section only, and 'Scheduling Calendar - Check in' section only.
  • Receipt Definition has been defined.
  • A Service Code is defined to record payments received from clients when the payment is not yet applied to a service.
  • Posting/Adjustment Codes have been created for credit card payments/reversals. The form has a new field '
  • The 'Credit Card Configuration' form has been submitted.
  • Note the values selected in 'Populate Receipt Number with Credit Card Payment Reference Number'. If yes, the credit card payment reference number is the receipt number. If no, the standard system receipt number is used.
  • In the 'Credit Card Device Setup' section:
  • Note: Only one device can have a value of 'Yes' in 'Is this a Back Office MID?' and a value of 'Yes' in 'Active Device'.
  • Note: Each device must have a unique 'Device Name'.
  • Note: No grid rows may be deleted. Use the 'Active Device' field to set the value to 'Yes' or 'No'. Devices with either value will continue to display in the grid.
  • Note: The grid displays inactive devices first, followed by active devices sorted by 'Device Name'.
  • Note: The grid may be sorted by double clicking any column header in the grid.
  • Note: The value of any submitted field, except device name, may be changed by clicking on the row in the grid and changing the value in the data entry fields.
  • No changes can be made to a submitted device name. If needed, make the device inactive and create a new device.
  • Note: The following special characters may not be used in the 'Device Name', 'Merchant ID (MID)', or 'Device Serial Number' fields:
  • & - ampersand
  • < - less than
  • > - greater than
  • ' - single quote
  • " - double quote
  • A client with a self-pay guarantor, and a self-pay co-pay is selected.
  • Scheduling Calendar is used to create two appointments on the current date for the client. Note the practitioner and site.
Steps

1. Open 'Deposit Entry'.

2. Enter desired value in 'Date of Receipt or Adjustment'. Note the date.

3. Enter desired client in 'Client ID'.

4. Enter desired value in 'Episode Number'.

5. Select the self-pay guarantor in 'Guarantor'.

6. Enter desired amount in 'Amount To Post'. Note the amount.

7. Select a credit card posting code in 'Posting Code'.

8. Validate 'Transaction Type' is enabled, required and defaults to 'Insert/Swipe Card'.

9. Validate that 'Select Credit Card Device' is enabled and required.

10. Validate that [Pay With Credit Card] is enabled.

11. Select ‘Manual Entry’ in 'Transaction Type'.

12. Click [Pay With Credit Card].

13. Enter the Credit card information which includes the card number, the expiration date and the CVV.

14. Click [Send].

15. A message will be received in the form. Possible messages are: 'Credit card payment posted', 'CC: Do not honor', 'CC: Expired card', or 'CC: Decline'.

16. Click [OK].

17. Validate the receipt data if the payment was approved. The 'Receipt #' value is based on the value in 'Populate Receipt Number with Credit Card Payment Reference Number'.

18. Close the receipt, if generated.

19. Validate no receipt is generated if the payment was not approved.

20. Click [X].

21. Open 'Front Desk'.

22. Select the desired 'Site'.

23. Select desired client in 'Client Checking In'.

24. Click [Select Schedules Service(s)].

25. Select only one of the appointments.

26. Click [OK].

27. Enter desired amount in 'Self Pay Amount Received At Check In'.

28. Select the credit card posting code in 'Posting Code'.

29. Validate 'Transaction Type' is enabled, required and defaults to 'Insert/Swipe Card'.

30. Validate that 'Select Credit Card Device' is enabled and required.

31. Validate that [Pay With Credit Card] is enabled.

32. Select ‘Insert/Swipe Card’ in ‘Transaction Type’.

33. Insert the card in the device to process the payment.

34. A message will be received in the form. Possible messages are: 'Credit card payment posted', 'CC: Do not honor', 'CC: Expired card', or 'CC: Decline'.

35. Click [OK].

36. Validate the receipt data if the payment was approved. The 'Receipt #' value is based on the value in 'Populate Receipt Number with Credit Card Payment Reference Number'.

37. Close the receipt, if generated.

38. Validate no receipt is generated if the payment was not approved.

39. Click [X].

40. Open 'Scheduling Calendar'.

41. Select the practitioner and site

42. Select the appointment for the client that was not checked in through 'Front Desk'.

43. Click [Check In].

44. Validate the 'Scheduling Calendar - Check In' window is displayed.

45. Validate that the 'Site', 'Client' 'Services To Check In', 'Practitioner' and 'Expected Self Pay Amount' fields display the correct information for 'Client 1'.

46. Enter the desired amount in 'Amount Received At Check In'.

47. Select the credit card posting code in ''Payment Code'.

48. Validate that 'Transaction 'Type' is enabled, required, and defaults to 'Insert/Swipe Card'.

49. Validate that 'Selected Credit Card Device' is enabled and required.

50. Validate that [Pay With Credit Card] is enabled.

51. Click [Submit].

52. Validate that a message is received stating: Please use the 'Pay With Credit Card' command button to process a credit card posting code or select a different posting code.

53. Select the desired device in 'Select Credit Card Device'.

54. Click [OK].

55. Select the desired device in 'Select Credit Card Device'.

56. [Click Pay With Credit Card].

57. Insert or swipe the credit card. A message will be received on the device when the transaction has reached a concluded state.

58. A message will be received in the form. Possible messages are: 'Credit card payment posted', 'CC: Do not honor', 'CC: Expired card', or 'CC: Decline'.

59. Click [OK].

60. Validate the receipt data if the payment was approved. The 'Receipt #' value is based on the value in 'Populate Receipt Number with Credit Card Payment Reference Number'.

61. Close the receipt if it generated.

62. Validate that no receipt is generated if the 'CardConnect Payment' message was Payment was not approved'.

63. Select the client appointment again and check the client out.

64. Click [Dismiss].

65. Open 'Credit Card/ACH Payments'.

66. Set 'Posting Date From' to desired date.

67. Set 'Posting Date To' to desired date.

68. Click [Process].

69. Validate that the report contains the following fields: ‘Posting Date’, ‘Client’, ‘Posting Code’, ‘Amount’, ‘Device Name’, Merchant ID’, and ‘Credit Cared Reference Number’ and that each field contains data.

70. Validate that the payments made in ‘Deposit Entry’ contain the correct data for each field.

71. Validate that the payments made in ‘Front Desk - Check In' contain the correct data for each field.

72. Validate that the payments made in ‘Scheduling Calendar - Check In' contain the correct data for each field. Note that the entries for these payments will show the payment, and the reversal when the client was checked out and the payment applied to the service.

73. Close the report.
Topics
• NX • Credit Card
OE NX - Order Entry Console - Tube Feed orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Import Client Picture (PM)
Scenario 1: OE NX - Orders This Episode - Create new, copy, and modify Tube Feed order.
Specific Setup:
  • The Order Entry Tabled Files ‘(500) Order Types’ dictionary must contain a 'Dictionary Code' and 'Dictionary Value' of "Medical Food", with the following 'Extended Attributes' configured:
  • ‘(501) Order Type Category’ = “Pharmacy”
  • '(506) Default Orders To Open-Ended When No Default Duration' = “Yes”
  • ‘(560) Is This a Medical Food Order Type?’ = “Yes”
  • The logged in user must have the new order type (Medical Food) selected in the 'Order Entry User Definition' form 'Order Types Allowed to View' and 'Order Types Allowed to Enter/Update' fields.
  • An order code must be created for the new 'Order Type' with a 'Route of Administration' of "NASOGASTRIC". (NOTE: Existing order codes need to be updated to the "Medical Food" order type).
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Medical Food Nasogastric (Medical_Food_Nasogastric) NASOGASTRIC" from the 'New Order' field.
  3. Select "3 TIMES A DAY" from the 'Freq' field.
  4. Validate the 'Route' field is equal to "NASOGASTRIC".
  5. Select "Pump" from the 'Admin Method' field.
  6. Validate the 'Rate Unit' field is equal to "mL/hr".
  7. Set the 'Rate Amount' field to "20".
  8. Set the 'Duration' field to "12" and click [Days].
  9. Click [Add to Scratchpad] and [Sign].
  10. Validate the 'Interactions' dialog is displayed.
  11. Override all interactions and click [Save Override and Exit].
  12. Validate the 'Order grid' contains an order for "Medical Food Nasogastric NASOGASTRIC Pump Rate: 20 mL/hr 3 TIMES A DAY".
  13. Select the order and click [Copy].
  14. Select "Syringe" from the 'Admin Method' field.
  15. Set the 'Infuse Over Time' field to "15".
  16. Select "Hour(s)" from the 'Infuse Over Time Unit' field.
  17. Set the 'Volume Amount in mL' field to "20".
  18. Validate the 'Rate Unit' field is equal to "mL/hr".
  19. Clear the value in the 'Rate Amount' field.
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the 'Interactions' dialog is displayed.
  22. Override all interactions and click [Save Override and Exit].
  23. Validate the 'Order grid' contains both orders: "Medical Food Nasogastric NASOGASTRIC Syringe Infuse Over: 15 Hour(s) (20 mL Ordered) 3 TIMES A DAY" and "Medical Food Nasogastric NASOGASTRIC Pump Rate: 20 mL/hr 3 TIMES A DAY".
  24. Select the order and click [Modify].
  25. Validate the 'Freq' field is equal to "3 TIMES A DAY".
  26. Validate the 'Route' field is equal to "NASOGASTRIC".
  27. Validate the 'Admin Method' field is equal to "Syringe".
  28. Validate the 'Infuse Over Time' field is equal to "15".
  29. Validate the 'Infuse Over Time Unit' field is equal to "Hour(s)".
  30. Validate the 'Volume Amount in mL' field is equal to "20".
  31. Set the 'Addl Instructions' field to "testing".
  32. Click [Add to Scratchpad] and [Sign].
  33. Validate the 'Interactions' dialog is displayed.
  34. Override all interactions and click [Save Override and Exit].
  35. Validate the 'Order grid' contains both orders: "Medical Food Nasogastric NASOGASTRIC Syringe Infuse Over: 15 Hour(s) (20 mL Ordered) 3 TIMES A DAY" and "Medical Food Nasogastric NASOGASTRIC Pump Rate: 20 mL/hr 3 TIMES A DAY".
Scenario 2: OE NX - Admission Med Reconciliation - Create a new Tube Feed order
Specific Setup:
  • The Order Entry Tabled Files ‘(500) Order Types’ dictionary must contain a 'Dictionary Code' and 'Dictionary Value' of "Medical Food", with the following 'Extended Attributes' configured:
  • ‘(501) Order Type Category’ = “Pharmacy”
  • '(506) Default Orders To Open-Ended When No Default Duration' = “Yes”
  • ‘(560) Is This a Medical Food Order Type?’ = “Yes”
  • The logged in user must have the new order type (Medical Food) selected in the 'Order Entry User Definition' form 'Order Types Allowed to View' and 'Order Types Allowed to Enter/Update' fields.
  • An order code must be created for the new 'Order Type' with a 'Route of Administration' of "NASOGASTRIC". (NOTE: Existing order codes need to be updated to the "Medical Food" order type).
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Admission Med Reconciliation' tab.
  3. Search for and select "Medical Food Nasogastric (Medical_Food_Nasogastric) NASOGASTRIC" from the 'New Order' field.
  4. Select "3 TIMES A DAY" from the 'Freq' field.
  5. Validate the 'Route' field is equal to "NASOGASTRIC".
  6. Select "Pump" from the 'Admin Method' field.
  7. Validate the 'Rate Unit' field is equal to "mL/hr".
  8. Set the 'Rate Amount' field to "20".
  9. Set the 'Duration' field to "12" and click [Days].
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate the 'Interactions' dialog is displayed.
  12. Override all interactions and click [Save Override and Exit].
  13. Validate the 'Inpatient Medications Scratchpad' contains an order for "Medical Food Nasogastric NASOGASTRIC Pump Rate: 20 mL/hr3 TIMES A DAY".
  14. Click the 'Orders This Episode' tab.
  15. Validate the 'Order grid' contains an order for "Medical Food Nasogastric NASOGASTRIC Pump Rate: 20 mL/hr3 TIMES A DAY".
Scenario 3: OE NX - Orders This Episode - Create a new IV Primary order
Specific Setup:
  • The following extended attributes must be set in the Order Entry Client Information '(20969) Administration Method' dictionary for “IVPR”:
  • ‘(20990) Preferred Description’ = “IV Continuous”
  • ‘(20991) Show Diluent’ = “Yes”
  • ‘(20992) Require Diluent’ = “No”
  • '(20993) Allow Selection' = "Yes"
  • '(20995) Show Additive Prompts' = "Yes"
  • '(20996) Applicable Routes' = "INTRAVENOUS"
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "VANCOMYCIN HCL 1.25 GM POWDER FOR SOLUTION INTRAVENOUS" from the 'New Order' field.
  3. Set the 'Dose' field to "1.25".
  4. Select "GM" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Select "IV Continuous" from the 'Admin Method' field.
  7. Set the 'Volume Amount in mL' field to "1000".
  8. Select "As Directed" from the 'Rate Unit' field.
  9. Validate the 'Rate Amount' field is equal to "As Directed".
  10. Validate the 'Infuse Over Time' field is not required.
  11. Validate the 'Infuse Over Time Unit' field is not required.
  12. Set the 'Duration' field to "12" and click [Days].
  13. Click [Add to Scratchpad] and [Sign].
  14. Validate the 'Order grid' contains an order for "VANCOMYCIN HCL 1.25 GM INTRAVENOUS POWDER FOR SOLUTION IV Continuous Rate: As Directed (1000 mL Ordered)1.25 GM, TWICE A DAY".
Scenario 4: Import Client Picture - Clear image, Restore image and Return to the form = Yes
Specific Setup:
  • An existing client with an image identified.
Steps
  1. Open the 'Import Client Picture' form.
  2. Select the client identified in setup section.
  3. Verify the client image exists in the 'Picture' area.
  4. Click [Clear Image].
  5. Verify the client picture removes from the 'Picture' area.
  6. Click [Restore Image].
  7. Verify the client picture added to the 'Picture' area.
  8. Submit the form.
  9. Click [Clear Image].
  10. Verify the client picture removes from the 'Picture' area.
  11. Validate the Form Return dialog contains "Form Return Import Client Picture has completed. Do you wish to return to form?".
  12. Select 'Yes'.
  13. Verify the user returned to the 'Import Client Picture' form.
  14. Verify the client selected in step#2 is removed from the 'Client' field and the client image cleared out from the 'Picture' area.
  15. Close the form.
  16. Validate the client header information does not have a picture.
Topics
• Order Entry Console • NX
Default 'Stop Date' in 'Home Medications'
Scenario 1: Order Entry Console (Home Medications section) - new Client Reported order - Reported Source required with default value
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require 'Reported Source' for Client-Reported in OE Console (Home Meds section)' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default for 'Reported Source' in OE Console (Home Meds section)' registry setting is set to "TF - Transferring Facility".
  • The '(20776) Days to Keep Reported Medication from the Current Date' extended attribute off of Order Entry Client Information '(20775) Home Medications - Reported Source' dictionary must contain a value for "TF- Transferring Facility". (ex. 5)
  • The 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form or the 'Order Entry User Role' form must have "Client Reported" checked.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.
Steps
  1. Select any client and access the Order Entry Console.
  2. Select Home Medications.
  3. Validate that the 'Client Reported' checkbox is checked.
  4. Search for and select "PriLOSEC 20 MG Capsule, Delayed Release Oral" in the 'New Order' field.
  5. Set the 'Dose' field to "1"
  6. Validate that 'Dose Unit' contains "Capsule".
  7. Select any value in the 'Frequency' field. (ex. Every Day)
  8. Validate that the 'Start Date' field contains the current date.
  9. Validate that the 'Stop Date' contains a date that is 5 Days in the future of the current date. This is the value that was entered in the extended attribute off of '(20775) Home Medications - Reported Source'.
  10. Validate that the 'Reported Source' field is required, enabled and contains "Transferring Facility". This is the value selected in the 'Default for 'Reported Source' in OE Console (Home Meds section)' registry setting.
  11. Set the 'Start Date' to a date in the past. (ex. 01/15/2020)
  12. Validate that the 'Stop Date' does not change and still contains a date that is 5 Days in the future of the current date.
  13. Validate that the 'Directions' field contains: Take one (1) capsule by mouth daily.
  14. Click [Save].
  15. Validate that the 'Order grid' contains the new order.
  16. Validate that the new order contains "Client Reported" and a 'Rx ID' in 'Order Type'. Make note of the 'Rx ID'.
  17. Validate that 'Order Details' contains: PriLOSEC - 20 MG, ECC, PO - Take one (1) capsule by mouth daily - (Refills: 0, Dispense Quantity: 0) - Reported Source: Transferring Facility.
  18. Create a report using the 'OrderEntry.home_meds_addl_data' table and include the following fields: 'rx_or_reported', 'rx_id', 'reported_source_code' and 'reported_source_value'.
  19. Sort the report using 'rx_id' and select the value that is associated with the order. This value can be found in 'Order Type' in the 'Order grid' in the 'Order Entry Console (Home Medications section)'.
  20. Validate the 'rx_or_reported' contains "Reported".
  21. Validate that 'reported_source_code' contains "TF"
  22. Validate that 'reported_source_value' contains "Transferring Facility".
Scenario 2: Order Entry Console (Home Medications section) - new Client Reported order - Reported Source required with no default value
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require 'Reported Source' for Client-Reported in OE Console (Home Meds section)' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default for 'Reported Source' in OE Console (Home Meds section)' registry setting contains no value.
  • The '(20776) Days to Keep Reported Medication from the Current Date' extended attribute off of Order Entry Client Information '(20775) Home Medications - Reported Source' dictionary must contain a value for "TF- Transferring Facility". (ex. 5)
  • The 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form or the 'Order Entry User Role' form must have "Client Reported" checked.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Validate that 'Client Reported' is checked.
  4. Search for and select "Simvastatin 20 MG Tablet Oral" in the 'New Order' field.
  5. Set the 'Dose' field to "1".
  6. Validate that the 'Dose Unit' field contains "Tablet".
  7. Select any value in the 'Frequency' field. (ex. Twice a Day).
  8. Validate that the 'Start Date' contains the current date.
  9. Validate that the 'Stop Date' does not contain a value.
  10. Validate that the 'Reported Source' field is required, enabled and does not contain a value.
  11. Set the 'Start Date' to a date in the past. (ex. 01/15/2020)
  12. Click [Save]
  13. Validate that an 'Error' message is displayed stating: Reported Source field is required.
  14. Click [OK].
  15. Select "Transferring Facility" in the 'Reported Source' field.
  16. Validate that 'Stop Date' contains a date that is 5 Days in the future of the current date. This is the value that was entered in the extended attribute off of '(20775) Home Medications - Reported Source'.
  17. Click [Save].
  18. Validate that the 'Order grid' contains the new order.
  19. Validate that "Client Reported" and 'Rx ID: [unique value]' are displayed in the 'Order Type' column. Make note of the 'Rx ID' value.
  20. Validate that 'Order Details' contains the following: Simvastatin - 20 MG, TAB, PO - Take one (1) tablet by mouth twice a day - (Refills: 0, Dispense Quantity: 0) - Reported Source: Transferring Facility.
  21. Create a report using the 'OrderEntry.home_meds_addl_data' table and include the following fields: 'rx_or_reported', 'rx_id', 'reported_source_code' and 'reported_source_value'.
  22. Sort the report using 'rx_id' and select the value that is associated with the order. This value can be found in 'Order Type' in the 'Order grid' in the 'Order Entry Console (Home Medications section)'.
  23. Validate the 'rx_or_reported' contains "Reported".
  24. Validate that 'reported_source_code' contains "TF"
  25. Validate that 'reported_source_value' contains "Transferring Facility".
Scenario 3: OE NX - Order Entry Console (Home Medications section) - new Client Reported order - Reported Source not required with default value - changing Reported Source
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require 'Reported Source' for Client-Reported in OE Console (Home Meds section)' registry setting must be set to "N".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default for 'Reported Source' in OE Console (Home Meds section)' registry setting is set to "TF - Transferring Facility".
  • The '(20776) Days to Keep Reported Medication from the Current Date' extended attribute off of Order Entry Client Information '(20775) Home Medications - Reported Source' dictionary must contain a value for each dictionary code that is defined.
  • 'Caregiver' = "25"
  • 'Client Reported' = "3"
  • 'Other Physician' = "10"
  • 'Parent' = no value
  • 'Primary Care Physician' = "7"
  • 'TF- Transferring Facility' = "5"
  • The 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form or the 'Order Entry User Role' form must have "Client Reported" checked.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select Home Medications.
  3. Validate that the 'Client Reported' checkbox is checked.
  4. Search for and select "Furosemide 40 MG Tablet Oral" in the 'New Order' field.
  5. Validate that the 'Start Date' field contains the current date.
  6. Validate that the 'Stop Date' field contains a date that is 5 days in the future of the current date. This is the value that was entered in the extended attribute off of '(20775) Home Medications - Reported Source'.
  7. Set the 'Start Date' field to a date in the past. (ex. 01/15/2019)
  8. Validate that 'Stop Date' field does not change and still contains a date that is 5 days in the future of the current date.
  9. Validate that the 'Reported Source' field is not required, enabled and contains "Transferring Facility". This is the value selected in the 'Default for 'Reported Source' in OE Console (Home Meds section)' registry setting.
  10. Select "Caregiver" in the 'Reported Source' field.
  11. Validate that 'Stop Date' field contains a date that is 25 days in the future of the current date. This is the value that was entered in the extended attribute off of '(20775) Home Medications - Reported Source'.
  12. Select "Client Reported" in the 'Reported Source' field.
  13. Validate that 'Stop Date' field contains a date that is 3 days in the future of the current date. This is the value that was entered in the extended attribute off of '(20775) Home Medications - Reported Source'.
  14. Select "Other Physician" in the 'Reported Source' field.
  15. Validate that 'Stop Date' field contains a date that is 10 days in the future of the current date. This is the value that was entered in the extended attribute off of '(20775) Home Medications - Reported Source'.
  16. Select "Parent" in the 'Reported Source' field.
  17. Validate that 'Stop Date' field contains no value.
  18. Select "Transferring Facility" in the 'Reported Source' field.
  19. Validate that the 'Stop Date' field contains a date that is 5 days in the future of the current date. This is the value that was entered in the extended attribute off of '(20775) Home Medications - Reported Source'.
  20. Click [Save].
  21. Validate that the 'Order grid' contains the new order.
  22. Validate that the new order contains "Client Reported" and a 'Rx ID' in 'Order Type'. Make note of the 'Rx ID'.
  23. Validate that 'Order Details' contains: Furosemide - 40 MG, TAB, PO - (Refills: 0, Dispense Quantity: 0) - Reported Source: Transferring Facility.
  24. Create a report using the 'OrderEntry.home_meds_addl_data' table and include the following fields: 'rx_or_reported', 'rx_id', 'reported_source_code' and 'reported_source_value'.
  25. Sort the report using 'rx_id' and select the value that is associated with the order. This value can be found in 'Order Type' in the 'Order grid' in the 'Order Entry Console (Home Medications section)'.
  26. Validate the 'rx_or_reported' contains "Reported".
  27. Validate that 'reported_source_code' contains "TF"
  28. Validate that 'reported_source_value' contains "Transferring Facility".
Scenario 4: Order Entry Console (Home Medications section) - new Client Reported order - Reported Source not required with no default value
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require 'Reported Source' for Client-Reported in OE Console (Home Meds section)' registry setting must be set to "N".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default for 'Reported Source' in OE Console (Home Meds section)' registry setting contains no value.
  • The '(20776) Days to Keep Reported Medication from the Current Date' extended attribute off of Order Entry Client Information '(20775) Home Medications - Reported Source' dictionary must contain a value for 'Primary Care Physician'. (ex.7)
  • The 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form or the 'Order Entry User Role' form must have "Client Reported" checked.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.
Steps
  1. Select any client and access the Order Entry Console.
  2. Select the Home Medications tab.
  3. Validate that 'Client Reported' is checked.
  4. Search for and select "PriLOSEC 20 MG Capsule, Delayed Release Oral" in the 'New Order' field.
  5. Set the 'Dose' field to "1"
  6. Validate the 'Dose Unit' field contains "Capsule".
  7. Select any value in the 'Frequency' field. (ex. Every Day).
  8. Validate that the 'Start Date' contains the current date.
  9. Validate that the 'Stop Date' does not contain a value.
  10. Validate that the 'Reported Source' field is enabled, not required and does not contain a value.
  11. Set the 'Start Date' to a date in the past. (ex. 01/15/2020)
  12. Select "Primary Care Physician" in the 'Reported Source' field.
  13. Validate that 'Stop Date' contains a date that is 7 days in the future of the current date. This is the value that was entered in the extended attribute off of '(20775) Home Medications - Reported Source'.
  14. Click [Save].
  15. Validate that the 'Order grid' contains the new order.
  16. Validate that "Client Reported" - (Primary Care Physician) - 'Rx ID: [unique value]' are displayed in the 'Order Type' column. Make note of the 'Rx ID' value.
  17. Validate the 'Order Details' contains "PriLOSEC - 20 MG, ECC, PO Take one (1) capsule by mouth as needed Reported Source: Primary Care Physician".
  18. Create a report using the 'OrderEntry.home_meds_addl_data' table and include the following fields: 'rx_or_reported', 'rx_id', 'reported_source_code' and 'reported_source_value'.
  19. Sort the report using 'rx_id' and select the value that is associated with the order. This value can be found in 'Order Type' in the 'Order grid' in the 'Order Entry Console (Home Medications section)'.
  20. Validate the 'rx_or_reported' contains "Reported".
  21. Validate that 'reported_source_code' contains "PCP"
  22. Validate that 'reported_source_value' contains "Primary Care Physician".
Scenario 5: Order Entry Console (Home Medications section) - Edit Client Reported order that was created before 'Reported Source' existed. - Reported Source required with default value
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require 'Reported Source' for Client-Reported in OE Console (Home Meds section)' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default for 'Reported Source' in OE Console (Home Meds section)' registry setting is set to "TF - Transferring Facility".
  • The '(20776) Days to Keep Reported Medication from the Current Date' extended attribute off of Order Entry Client Information '(20775) Home Medications - Reported Source' dictionary must contain a value for "TF- Transferring Facility". (ex. 5)
  • The 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form or the 'Order Entry User Role' form must have "Client Reported" checked
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.
  • "Client A" must have an existing 'Client Reported' order that was entered prior to this functionality being installed. (Order A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select 'Home Medications'.
  3. Validate that the 'Order grid contains "Order A".
  4. Validate that the 'Client Reported' checkbox is checked.
  5. Select "Order A" in the 'Order grid' and click [Edit].
  6. Validate that the 'Start Date' contains a date in the past.
  7. Validate that the 'Stop Date' does not contain a value.
  8. Validate that the 'Reported Source' field is required, enabled and does not contain a value.
  9. Click [Save].
  10. Validate that an 'Error' message is displayed stating: Reported Source field is required.
  11. Click [OK].
  12. Select "Transferring Facility" in the 'Reported Source' field.
  13. Validate that the 'Stop Date' field does not contain a value.
  14. Set the 'Stop Date' field to a date that is 3 days in the future.
  15. Click [Save].
  16. Validate that the 'Order grid' contains the same order with "Reported Source: Transferring Facility" displayed on the last line of 'Order Details'.
Scenario 6: Order Entry Console (Home Medications section) - New Client Reported order and Edit Client Reported order - Reported Source required with default value
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require 'Reported Source' for Client-Reported in OE Console (Home Meds section)' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default for 'Reported Source' in OE Console (Home Meds section)' registry setting is set to "TF - Transferring Facility".
  • The '(20776) Days to Keep Reported Medication from the Current Date' extended attribute off of Order Entry Client Information '(20775) Home Medications - Reported Source' dictionary must contain a value of "5" for "TF- Transferring Facility" and a value of "3" for "Client Reported".
  • Please log out of the application and log back in after completing the above configuration.
  • The 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form or the 'Order Entry User Role' form must have "Client Reported" checked
Steps
  1. Select any client and access the Order Entry Console.
  2. Select Home Medications.
  3. Validate that the 'Client Reported' checkbox is checked.
  4. Search for and select "PriLOSEC 20 MG Capsule, Delayed Release Oral" in the 'New Order' field.
  5. Set the 'Dose' field to "1".
  6. Validate that 'Dose Unit' contains "Capsule".
  7. Select any value in the 'Frequency' field. (ex. Every Day)
  8. Validate that the 'Start Date' field contains the current date.
  9. Validate that the 'Stop Date' field contains a date that is 5 Days in the future of the current date. This is the value that was entered in the extended attribute off of '(20775) Home Medications - Reported Source'.
  10. Validate that the 'Reported Source' field is required, enabled and contains "Transferring Facility". This is the value selected in the 'Default for 'Reported Source' in OE Console (Home Meds section)' registry setting
  11. Set the 'Start Date' to a date in the past. (ex. 01/12/2020)
  12. Validate that the 'Stop Date' field is unchanged and contains a date that is 5 days in the future of the current date.
  13. Select "Client Reported" in the 'Reported Source' field.
  14. Validate that the 'Stop Date' field is updated to contain a date that is 3 days in the future of the current date. This is the value that was entered in the extended attribute off of '(20775) Home Medications - Reported Source'.
  15. Click [Save].
  16. Validate that the 'Order grid' contains a new order.
  17. Validate that "Client Reported" and 'Rx ID: [unique value]' in the 'Order Type' column. Make note of the 'Rx ID' value.
  18. Validate that 'Order Details' contains the following: PriLOSEC - 20 MG, ECC, PO - Take one (1) capsule by mouth daily - (Refills: 0, Dispense Quantity: 0) - Reported Source: Client Reported.
  19. Create a report using the 'OrderEntry.home_meds_addl_data' table and include the following fields: 'rx_or_reported', 'rx_id', 'reported_source_code' and 'reported_source_value'.
  20. Sort the report using 'rx_id' and select the value that is associated with the order. This value can be found in 'Order Type' in the 'Order grid' in the 'Order Entry Console (Home Medications section)'.
  21. Validate that one row is displayed.
  22. Validate the 'rx_or_reported' contains "Reported".
  23. Validate that 'reported_source_code' contains "CR"
  24. Validate that 'reported_source_value' contains "Client Reported".
  25. Select the client for whom the order was created and access the 'Order Entry Console.
  26. Select 'Home Medications'.
  27. Validate the 'Order grid' contains a 'Client Reported' order for "PriLOSEC - 20 MG, ECC, PO".
  28. Select the order and click [Edit].
  29. Validate that the 'Dose' field contains "1".
  30. Validate that the 'Dose Unit' field contains "Capsule".
  31. Validate that the 'Frequency' field contains "Every Day".
  32. Validate that the 'Start Date' field contains "01/12/2020".
  33. Validate that the 'Stop Date' field contains the date that was defaulted when creating the order, which is a date that is 3 days in the future of the current date
  34. Validate that the 'Directions' field contains: Take one (1) capsule by mouth daily
  35. Validate that the 'Reported Source' field contains "Client Reported".
  36. Select "Transferring Facility" in the 'Reported Source' field.
  37. Validate that the 'Stop Date' field remains unchanged and contains a date that is 3 days from the current date.
  38. Click [Save].
  39. Validate that the 'Order grid' contains the same order.
  40. Validate that the 'Rx ID: [unique value]' in the 'Order Type' column is the same value as before.
  41. Validate that 'Order Details' contains the following: PriLOSEC - 20 MG, ECC, PO - Take one (1) capsule by mouth daily - (Refills: 0, Dispense Quantity: 0) - Reported Source: Transferring Facility
  42. Refresh the report created using the 'OrderEntry.home_meds_addl_data' table that includes the following fields: 'rx_or_reported', 'rx_id', 'reported_source_code' and 'reported_source_value'.
  43. Sort the report using 'rx_id' and select the value that is associated with the order. This value can be found in 'Order Type' in the 'Order grid' in the 'Order Entry Console (Home Medications section)'.
  44. Validate that one row is displayed.
  45. Validate the 'rx_or_reported' contains "Reported".
  46. Validate that 'reported_source_code' contains "TF"
  47. Validate that 'reported_source_value' contains "Transferring Facility".
  48. Close the report.
Topics
• Order Entry Console • NX
Discharge Med Reconciliation - Carry forward 'Stop Date'
Scenario 1: Discharge Med Reconciliation - Carry Forward End Date - Duration in Doses
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require 'Reported Source' for Client-Reported in OE Console (Home Meds section)' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default for 'Reported Source' in OE Console (Home Meds section)' registry setting is set to "TF - Transferring Facility".
  • The '(20776) Days to Keep Reported Medication from the Current Date' extended attribute off of Order Entry Client Information '(20775) Home Medications - Reported Source' dictionary must contain a value of "5" for "TF- Transferring Facility"
  • Please log out of the application and log back in after completing the above configuration
  • A frequency code must exist that has ‘Hours of Administration’ between “9:00 AM” and “9:00 PM” in the ‘Frequency Code Setup’ form. (TWICE A DAY)
  • A client must have an active episode whose program is not mapped to an OrderConnect Agency in the 'OrderConnect Facility/Agency Definition' form. (Client A)
  • Client A must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.
Steps
  1. Select "Client A” and access the Order Entry Console.
  2. Remain on the ‘Orders This Episode’ tab.
  3. Search for and select "ALEVE 220 MG TABLET ORAL" from the ‘New Order’ field.
  4. Set the ‘Dose’ field to “1”.
  5. Select "TABLET" in the ‘Dose Unit’ field.
  6. Select "TWICE A DAY" in the ‘Freq’ field.
  7. Validate the ‘First Dose Date’ field contains the current date.
  8. Validate the 'First Dose Time' field contains "09:00 PM".
  9. Set the ‘Duration’ field to "30" and click [Doses].
  10. Validate the ‘Start Date’ field contains the current date.
  11. Validate the ‘Start Time’ field contains the current time.
  12. Validate the ‘Stop Date’ field contains a date that is 15 days in the future of the ‘Start Date’.
  13. Validate the ‘Stop Time’ field contains "09:00 AM".
  14. Click [Add to Scratchpad].
  15. Search for and select "PROZAC 10 MG CAPSULE ORAL" in the ‘New Order’ field.
  16. Set the ‘Dose’ field to “1”.
  17. Select "Capsule" in the ‘Dose Unit’ field.
  18. Select "TWICE A DAY" in the ‘Freq’ field.
  19. Validate the ‘First Dose Date’ field contains the current date.
  20. Validate the ‘First Dose Time' contains "09:00 PM".
  21. Set the ‘Duration’ field to “10” and click [Doses].
  22. Validate the ‘Start Date’ field contains the current date.
  23. Validate the ‘Start Time’ field contains the current time.
  24. Validate the ‘Stop Date’ field contains a date that is 5 days in the future of the ‘Start Date’.
  25. Validate the ‘Stop Time’ field contains "09:00 AM".
  26. Click [Add to Scratchpad] and [Sign].
  27. Validate the 'Interactions' dialog is displayed.
  28. Override all interactions and click [Save Override and Exit].
  29. Validate the 'Order grid' contains an order for “Aleve” and “Prozac”.
  30. Click the ‘Home Medications’ tab.
  31. Validate the ‘Client Reported’ checkbox is checked.
  32. Search for and select "Xanax 0.5 MG Tablet Oral (Schedule IV)" in the ‘New Order’ field.
  33. Set the ‘Dose’ field to "1".
  34. Validate the ‘Dose Unit’ field contains "Tablet".
  35. Select "TWICE A DAY" in the ‘Frequency’ field.
  36. Validate the ‘Start Date’ field contains the current date.
  37. Validate the ‘Stop Date’ field contains a date that is 5 days in the future of the ‘Start Date’.
  38. Validate the ‘Directions’ field contains "Take one (1) tablet by mouth twice a day".
  39. Validate the ‘Reported Source’ field contains "Transferring Facility".
  40. Click [Save].
  41. Validate the 'Order grid' contains a 'Client Reported' order for "Xanax".
  42. Click the ‘Discharge Med Reconciliation’ tab.
  43. Select "Inp. Adult S.A." from the ‘Program’ field.
  44. Validate the 'Inpatient Medications' order grid contains orders for “Aleve” and “Prozac”.
  45. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Xanax".
  46. Select both orders in ‘Inpatient Medications’ order grid and click [Add to Scratchpad].
  47. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Aleve 220 MG Tablet Oral" with a 'Start Date' that is equal to the current date, a 'Stop Date' that is 15 days in the future of the 'Start Date', and an order for "Prozac 10 MG Capsule Oral" with a 'Stop Date' that is 5 days in the future of the 'Start Date'.
  48. Select both orders in the ‘Home Medications Scratchpad (Post-Discharge)’.
  49. Validate a message is displayed stating: "Selected orders with different max refills. The lowest value for maximum refills allowed will be enforced" and click [OK].
  50. Validate the ‘Refills’ field contains "0" and is disabled.
  51. Validate the 'Days Supply' field is disabled and contains no value.
  52. Validate a message in red font is displayed stating: "Refills is disabled because one of the selected orders has a duration in doses or a Non-default duration: Aleve 220 MG Tablet Oral - PROzac 10 MG Capsule Oral."
  53. Select the order for "Aleve" in the 'Home Medications Scratchpad (Post-Discharge)'.
  54. Validate the ‘New Order’ field contains "Aleve 220 MG Oral Tablet".
  55. Validate the ‘Dose’ field contains "1".
  56. Validate the ‘Dose Unit’ field contains "Tablet".
  57. Validate the ‘Frequency’ field contains "TWICE A DAY".
  58. Validate the ‘Diagnosis’ field contains "No Entry".
  59. Set the ‘Dispense Qty’ field to "30".
  60. Validate the ‘Dispense Qty Unit’ field contains "Tablet".
  61. Validate the ‘Start Date’ field contains the current date.
  62. Validate the ‘Stop Date’ field contains a date that is 15 days in the future of the ‘Start Date’.
  63. Validate the ‘Directions’ field contains "Take one (1) tablet by mouth twice a day".
  64. Click [Update Order].
  65. Validate the "Aleve 220 MG Tablet Oral" order contains a 'Stop Date' that is 15 days in the future of the 'Start Date' in the 'Home Medications Scratchpad (Post-Discharge)'.
  66. Select the “Prozac” order in the ‘Home Medications Scratchpad (Post-Discharge)’ and click [Undo].
  67. Select the "Prozac" order in the 'Inpatient Medications' order grid and click [Do Not Add].
  68. Select the “Xanax” order in the ‘Home Medications Scratchpad (Post-Discharge)’ and click [Continue].
  69. Click [Review and Sign].
  70. Validate the ‘Interactions’ dialog is displayed.
  71. Override the interactions and click [Save Override and Exit].
  72. Validate the ‘Final Review’ dialog is displayed and click [Sign].
  73. Validate the ‘Discharge Med Reconciliation’ tab is in view-only mode.
Scenario 2: Discharge Med Reconciliation - Carry Forward End Date - Duration different than Order Code Setup
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require 'Reported Source' for Client-Reported in OE Console (Home Meds section)' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default for 'Reported Source' in OE Console (Home Meds section)' registry setting is set to "TF - Transferring Facility".
  • The '(20776) Days to Keep Reported Medication from the Current Date' extended attribute off of Order Entry Client Information '(20775) Home Medications - Reported Source' dictionary must contain a value of "5" for "TF- Transferring Facility"
  • Please log out of the application and log back in after completing the above configuration.
  • An order code must exist that has a default duration in days in the ‘Order Code Setup’ form. (ALEVE 220 MG TABLET ORAL)
  • A client must have an active episode whose program is not mapped to an OrderConnect Agency in the 'OrderConnect Facility/Agency Definition' form. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Remain on the ‘Orders This Episode’ tab.
  3. Search for and select "ALEVE 220 MG TABLET ORAL" from the ‘New Order’ field.
  4. Set the ‘Dose’ field to “1”.
  5. Select "TABLET" in the ‘Dose Unit’ field.
  6. Select "TWICE A DAY" in the ‘Freq’ field.
  7. Validate the ‘First Dose Date’ contains the current date.
  8. Validate the “First Dose Time” field contains "09:00 PM".
  9. Set the ‘Duration’ field to "30" and click [Days].
  10. Validate the ‘Start Date’ field contains the current date.
  11. Validate the ‘Start Time’ field contains the current time.
  12. Validate the ‘Stop Date’ field contains a date that is 30 days in the future of the ‘Start Date’.
  13. Validate the ‘Stop Time’ field contains a time that is one minute prior to the 'Start Time'.
  14. Set the 'Duration' field to "12" and validate that [Days] is selected.
  15. Validate the 'Stop Date' field contains a date that is 12 days in the future of the 'Start Date'.
  16. Click [Add to Scratchpad].
  17. Search for and select "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" in the ‘New Order’ field.
  18. Set the ‘Dose’ field to “1”.
  19. Select "TABLET" from the ‘Dose Unit’ field.
  20. Select "TWICE A DAY" from the ‘Freq’ field.
  21. Set the ‘Duration’ field to “12” and click [Days].
  22. Validate the ‘Start Date’ field contains the current date.
  23. Validate the ‘Start Time’ field contains the current time.
  24. Validate the ‘Stop Date’ field contains a date that is 12 days in the future of the ‘Start Date’.
  25. Validate the ‘Stop Time’ field contains a time that is one minute prior to the 'Start Time'.
  26. Click [Add to Scratchpad] and [Sign].
  27. Validate the 'Interactions' dialog is displayed.
  28. Override all interactions and click [Save Override and Exit].
  29. Validate the 'Order grid' contains an order for “Aleve” and “Prilosec”.
  30. Click the ‘Home Medications’ tab.
  31. Validate the ‘Client Reported’ checkbox is checked.
  32. Search for and select "Xanax 0.5 MG Tablet Oral (Schedule IV)" in the ‘New Order’ field.
  33. Set the ‘Dose’ field to "1".
  34. Validate the ‘Dose Unit’ field contains "Tablet".
  35. Select "TWICE A DAY" in the ‘Frequency’ field.
  36. Validate the ‘Start Date’ field contains the current date.
  37. Validate the ‘Stop Date’ field contains a date that is 5 days in the future of the ‘Start Date’.
  38. Validate the ‘Directions’ field contains "Take one (1) tablet by mouth twice a day".
  39. Validate the ‘Reported Source’ field contains "Transferring Facility".
  40. Click [Save].
  41. Validate the 'Order grid' contains a 'Client Reported' order for "Xanax".
  42. Click the ‘Discharge Med Reconciliation’ tab.
  43. Select "Inp. Adult S.A." from the ‘Program’ field.
  44. Validate the 'Inpatient Medications' order grid contains orders for "Aleve" and "Prilosec".
  45. Validate the 'Home Medications (Post-Discharge) Scratchpad' contains an order for "Xanax".
  46. Select both orders in ‘Inpatient Medications’ and click [Add to Scratchpad].
  47. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Aleve 220 MG Tablet Oral" with a 'Start Date' that is equal to the current date, a 'Stop Date' that is 12 days in the future of the 'Start Date', and an order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL".
  48. Select both orders in the ‘Home Medications Scratchpad (Post-Discharge)’.
  49. Validate a message is displayed stating: "Selected orders with different max refills. The lowest value for maximum refills allowed will be enforced" and click [OK].
  50. Validate the ‘Refills’ field contains "0" and is disabled.
  51. Validate the ‘Days Supply’ field is disabled and contains no value.
  52. Validate a message in red font is displayed stating: "Refills is disabled because one of the selected orders has a duration in doses or a Non-default duration: Aleve 220 MG Tablet Oral - PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL".
  53. Select the order for "Aleve" in the 'Home Medications Scratchpad (Post-Discharge)'.
  54. Validate the ‘New Order’ field is equal to "Aleve 220 MG Oral Tablet".
  55. Validate the ‘Dose’ field contains "1".
  56. Validate the ‘Dose Unit’ field contains "Tablet".
  57. Validate the ‘Frequency’ field contains "TWICE A DAY".
  58. Validate the ‘Diagnosis’ field contains "No Entry".
  59. Set the ‘Dispense Qty’ field to "30".
  60. Validate the ‘Dispense Qty Unit’ field contains "Tablet".
  61. Validate the ‘Start Date’ field contains the current date.
  62. Validate the ‘Stop Date’ field contains a date that is 12 days in the future of the ‘Start Date’.
  63. Validate the ‘Directions’ field contains "Take one (1) tablet by mouth twice a day".
  64. Click [Update Order].
  65. Validate the "Aleve 220 MG Tablet Oral" order contains a 'Stop Date' that is 12 days in the future of the 'Start Date' in the 'Home Medications Scratchpad (Post-Discharge)'.
  66. Select the “Prilosec” order in the ‘Home Medications Scratchpad (Post-Discharge)’ and click [Undo].
  67. Select the "Prilosec" order in the 'Inpatient Medications' order grid.
  68. Click [Do Not Add].
  69. Select the “Xanax” order in the ‘Home Medications Scratchpad (Post-Discharge)’ and click [Continue].
  70. Click [Review and Sign].
  71. Validate the ‘Interactions’ dialog is displayed.
  72. Override the interactions and click [Save Override and Exit].
  73. Validate the ‘Final Review’ dialog is displayed and click [Sign].
  74. Validate the ‘Discharge Med Reconciliation’ tab is in view-only mode
Scenario 3: OE NX - 'Medication Category' codes to retain 'Stop Date' in OE Console (Discharge Med Reconciliation section)
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'Medication Category' codes to require 'Reason' in OE Console' registry setting must be set to "ACJ&!AJT".
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->'Medication Category' codes to retain 'Stop Date' in OE Console (Disch. Med Rec)' registry setting must be set to "ACJ&!AJT".
  • The following extended attributes must be set in the Order Entry Tabled Files '(500) Order Types' dictionary for "Pharmacy".
  • 'Require Reason Code' = no value
  • 'Require Reason for Renewal' = "No"
  • 'Require Reason when Duration is greater than Default' = "No".
  • Please log out of the application and log back in after configuring the application.
  • An existing pharmacy-type order code must have a 'Default Frequency Code' of "Twice A Day" and a 'Default Duration (Days)' of "7". (AMOXICILLIN 875 MG TABLET ORAL)
  • A client must have an active episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Set the 'New Order' field to "AMOXICILLIN 875 MG TABLET ORAL (TWICE A DAY)".
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Validate the 'Freq' field contains "TWICE A DAY".
  6. Select a value in the 'Reason' field.
  7. Validate that the 'Duration' field contains "7" and [Days] is selected.
  8. Validate that the 'Days Supply' field contains "7".
  9. Validate that the 'Dispense Quantity' field contains "14".
  10. Select "Tablet" in the 'Dispense Quantity Unit' field.
  11. Validate the 'Start Date' contains the current date.
  12. Validate the 'Start Time' contains the current time.
  13. Validate the 'Stop Date' contains a date that is 7 days in the future of the 'Start Date'.
  14. Validate the 'Stop Time' is one minute prior to the 'Start Time'.
  15. Click [Add to Scratchpad] and [Final Review].
  16. Validate that the 'Interactions' dialog is displayed.
  17. Override all interactions and click [Save Override and Exit].
  18. Validate the 'Final Review' dialog is displayed and click [Sign].
  19. Click the 'Discharge Med Reconciliation' tab.
  20. Select the order for "AMOXICILLIN 875 MG TABLET ORAL" in the 'Inpatient Medications' and click [Add to Scratchpad].
  21. Validate that the 'Home Medications Scratchpad (Post Discharge)' contains the order for "AMOXICILLIN 875 MG TABLET ORAL" with a 'Stop Date' that is a 7 of days in the future of the 'Start Date'.
  22. Select the order and validate that the 'Stop Date' field contains a date that is 7 of days in the future of the 'Start Date'.
Topics
• Discharge Med Reconciliation • Order Entry Console • NX
OE NX - External Pharmacy Mode - Copy Order message
Scenario 1: OE NX - Orders This Episode - Schedule III (Suboxone) - Create a New Order, Copy order, Modify order, Reorder order and Discontinue order - Output = None - external pharmacy mode
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "SUBOXONE 4 MG-1 MG FILM SUBLINGUAL (Schedule III)" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Film".
  5. Select "As Needed" in the 'Freq' field.
  6. Set the 'Duration' field to "28" and click [Days].
  7. Validate the 'Days Supply' field contains "28".
  8. Validate the 'Dispense Qty' field contains "28".
  9. Select "Film" in the 'Dispense Qty Unit' field.
  10. Validate the 'Directions' field contains "Place one (1) film under the tongue as needed".
  11. Set the 'Dose' field to "4" and click [Add to Scratchpad].
  12. Validate the 'Scratchpad' contains the order for "SUBOXONE 4 MG-1 MG FILM (Schedule III)4 Film, AS NEEDED".
  13. Select the order in the 'Scratchpad'.
  14. Validate the 'Dose' field contains "4".
  15. Validate the 'Dose Unit' field contains "Film".
  16. Validate the 'Directions' field contains "Place four (4) films under the tongue as needed".
  17. Click [Cancel Update] and [Final Review].
  18. Validate the 'Interactions' dialog is displayed.
  19. Override all interactions and click [Save Override and Exit].
  20. Validate the 'Final Review' dialog is displayed and contains an order for "Suboxone 4 MG-1 MG Film (Schedule III) Place four (4) films under the tongue as needed Days Supply: 28 Number of Refills: 0 Total # of Rx Fills Approved: 1 Dispense Quantity: 112 Film Substitution Allowed Written Date: {Current Date] NADEAN: [Ordering Practitioner's NADEAN#]".
  21. Click [Sign].
  22. Validate the 'Order grid' contains an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III)4 Film, AS NEEDED".
  23. Select the order and click [Copy].
  24. Validate that a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now)".
  25. Click [No].
  26. Validate the 'Dose' field contains "4".
  27. Validate the 'Dose Unit' field contains "Film".
  28. Validate the 'Directions' field contains "Place four (4) films under the tongue as needed".
  29. Set the 'Dose' field to "1" and click [Add to Scratchpad].
  30. Validate the 'Scratchpad' contains an order for "SUBOXONE 4 MG-1 MG FILM (Schedule III)1 Film, AS NEEDED".
  31. Select the order in the 'Scratchpad'.
  32. Validate the 'Dose' field contains "1".
  33. Validate the 'Dose Unit' field contains "Film".
  34. Validate the 'Directions' field contains "Place one (1) film under the tongue as needed".
  35. Click [Update Order] and [Final Review].
  36. Validate the 'Interactions' dialog is displayed.
  37. Override all interactions and click [Save Override and Exit].
  38. Validate the 'Final Review' dialog is displayed and contains an order for "Suboxone 4 MG-1 MG Film (Schedule III) Place one (1) film under the tongue as needed Days Supply: 28 Number of Refills: 0 Total # of Rx Fills Approved: 1 Dispense Quantity: 28 Film Substitution Allowed Written Date: [Current Date] NADEAN: [Ordering Practitioner's NADEAN #]".
  39. Click [Sign].
  40. Validate the 'Order grid' contains an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III) 1 Film, AS NEEDED" and an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III) 4 Film, AS NEEDED".
  41. Select the order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III) 1 Film, AS NEEDED" and click [Modify].
  42. Validate the 'Dose' field contains "1".
  43. Validate the 'Dose Unit' field contains "Film".
  44. Validate the 'Freq' field contains "As Needed".
  45. Validate the 'Start Date' field contains the current date.
  46. Validate the 'Start Time' field contains the current time.
  47. Validate the 'Stop Date' field contains a date that is 28 days in the future of the 'Start Date'.
  48. Validate the 'Stop Time' field contains a value that is one minute prior to the 'Start Time'.
  49. Validate the 'Directions' field contains "Place one (1) film under the tongue as needed".
  50. Set the 'Start Date' field to a date that is 25 days in the past.
  51. Validate the 'Start Time' field contains the current time.
  52. Validate the 'Stop Date' field contains a date that is 28 days in the future of the 'Start Date'.
  53. Validate the 'Stop Time' field contains a value that is one minute prior to the 'Start Time'.
  54. Set the 'Dose' field to "3" and click [Add to Scratchpad].
  55. Validate the 'Scratchpad' contains an order for "SUBOXONE 4 MG-1 MG FILM (Schedule III) 3 Film, AS NEEDED".
  56. Select the order in the 'Scratchpad'.
  57. Validate the 'Dose' field contains "3".
  58. Validate the 'Dose Unit' field contains "Film".
  59. Validate the 'Directions' field contains "Place three (3) films under the tongue as needed".
  60. Click [Update Order] and [Final Review].
  61. Validate the 'Interactions' dialog is displayed.
  62. Override all interactions and click [Save Override and Exit].
  63. Validate the 'Final Review' dialog is displayed and contains an order for "Suboxone 4 MG-1 MG Film (Schedule III) Place three (3) films under the tongue as needed Days Supply: 28 Number of Refills: 0 Total # of Rx Fills Approved: 1 Dispense Quantity: 84 Film Substitution Allowed Written Date: [Current Date] NADEAN: [Ordering Practitioner's NADEAN#]".
  64. Click [Sign].
  65. Validate the 'Order grid' contains an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III) 3 Film, AS NEEDED" with an 'Order Status' of "Active No Renew - Use Reorder" and an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III) 4 Film, AS NEEDED".
  66. Select the order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III)3 Film, AS NEEDED" with an 'Order Status' of "Active No Renew - Use Reorder" and click [Reorder].
  67. Validate the 'Dose' field contains "3".
  68. Validate the 'Dose Unit' field contains "Film"
  69. Validate the 'Directions' field contains "Place three (3) films under the tongue as needed".
  70. Set the 'Dose' field to "2" and click [Add to Scratchpad].
  71. Validate the 'Scratchpad' contains an order for "SUBOXONE 4 MG-1 MG FILM (Schedule III)2 Film, AS NEEDED".
  72. Select the order in the 'Scratchpad'.
  73. Validate the 'Dose' field contains "2".
  74. Validate the 'Dose Unit' field contains "Film"
  75. Validate the 'Freq' field contains "As Needed".
  76. Validate the 'Directions' field contains "Place two (2) films under the tongue as needed".
  77. Click [Cancel Update] and [Final Review].
  78. Validate the 'Interactions' dialog is displayed.
  79. Override all interactions and click [Save Override and Exit].
  80. Validate the 'Final Review' dialog is displayed and contains an order for "Suboxone 4 MG-1 MG Film (Schedule III) Place two (2) films under the tongue as needed Days Supply: 28 Number of Refills: 0 Total # of Rx Fills Approved: 1 Dispense Quantity: 56 Film Substitution Allowed Written Date: [Current Date] NADEAN: [Ordering Practitioner's NADEAN#]".
  81. Click [Sign].
  82. Validate the 'Order grid' contains an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III)2 Film, AS NEEDED" with an 'Order Status' of "Active".
  83. Select all orders and click [D/C], [Add to Scratchpad], and [Sign].
  84. Validate that no orders are displayed in the 'Order grid'.
Scenario 2: OE NX - Copy Order - Duration in Doses
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "LISINOPRIL 10 MG TABLET ORAL" from the 'New Order' field.
  3. Set the 'Dose' field box to "2.5".
  4. Select "MG" from the 'Dose Unit' field.
  5. Select "Every Day" from the 'Freq' field.
  6. Set the 'Duration' field to "10" and click [Doses].
  7. Set the 'Addl Instructions' field to "Test".
  8. Click [Add to Scratchpad] and [Sign].
  9. Validate the 'Order grid' contains an order for "LISINOPRIL 10 MG ORAL TABLET2.5 MG, Every Day".
  10. Select the "Lisinopril" order from the 'Order grid' and click [Copy].
  11. Validate a message displays stating: Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [Yes].
  12. Validate the 'Dose' field contains "2.5".
  13. Validate the 'Dose Unit' field contains "MG".
  14. Validate the 'Freq' field contains "Every Day".
  15. Validate the 'Duration' field is set to "10" and [Doses] is selected.
  16. Validate the 'Addl Instructions' field is set to "Test".
  17. Click [Add to Scratchpad] and [Sign].
  18. Validate the 'Order grid' contains two orders for "LISINOPRIL 10 MG ORAL TABLET2.5 MG, Every Day".
Topics
• Order Entry Console • NX
'Stop date' and 'Stop time' required if one is filled in.
Scenario 1: OE NX - Stop date and stop time both required if one is filled in.
Specific Setup:
  • A client must have an active episode.
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "CBC Panel (1 Draw ONE TIME ONLY)" in the 'New Order' field.
  3. Set the 'Specimen Site' field to "TEST".
  4. Click [Facility Staff will Collect].
  5. Validate the 'Start Date' field contains "the current date".
  6. Validate the 'Start Time' field contains "the current time".
  7. Validate the 'Stop Date' field contains "T+1".
  8. Validate the 'Stop Time' field is required.
  9. Set the 'Stop Time' field to "Blank".
  10. Click [Add to Scratchpad].
  11. Validate a Red Flag is displayed in the Scratchpad for an order of "CBC Panel 1 Draw, ONE TIME ONLY", select the order.
  12. Set the 'Stop Date' field to "Blank".
  13. Set the 'Stop Time' field to "the current time".
  14. Click [Update Order].
  15. Validate a Red Flag is displayed in the Scratchpad for an order of "CBC Panel 1 Draw, ONE TIME ONLY", select the order.
  16. Validate the 'Start Date' field contains "the current date".
  17. Validate the 'Start Time' field contains "the current time".
  18. Validate the 'Stop Date' field is required.
  19. Validate the 'Stop Time' field is not required .
  20. Set the 'Stop Time' field to "Blank".
  21. Set the 'Stop Date' field to "Blank".
  22. Validate the 'Stop Date' field is not required.
  23. Validate the 'Stop Time' field is not required.
  24. Click [Update Order].
  25. Validate the Scratchpad table does not contain a red flag for an order of "CBC Panel 1 Draw, ONE TIME ONLY".
  26. Click [Sign].
  27. Validate the Order grid contains "CBC Panel (Blood, TEST)1 Draw, ONE TIME ONLY, Facility Staff will Collect".
Topics
• Order Entry Console • NX
'Duplicate Order' warning
Scenario 1: OE NX - Duplicate Order Code Checking - New, Copy, Modify, Reorder and Discontinue
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Perform Basic Duplicate Order Code Check' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • Two clients must exist. A client must have an active episode. (Client A) and a client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client B)
  • “Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select 'CHANTIX (VARENICLINE) 1 MG TABLET ORAL' field.
  3. Set the 'Dose' Field to "1".
  4. Select "Tablet" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq:' field.
  6. Set the 'Duration' field to "90" and click [Days].
  7. Validate the 'Start Date' contains the current date.
  8. Validate the 'Stop Date' contains a date that is ninety days in the future of the current date.
  9. Click [Add to Scratchpad] and [Sign].
  10. Validate that the 'Order grid' contains one order for "CHANTIX (VARENICLINE) 1 MG TABLET ORAL".
  11. Select the order and click [Copy].
  12. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [No].
  13. Click [Add to Scratchpad] and [Sign].
  14. Validate the 'Order grid' contains two orders for "CHANTIX (VARENICLINE) 1 MG TABLET ORAL".
  15. Select the first order in the 'Order grid' and click [DC].
  16. Click [Add to Scratchpad] and [Sign]
  17. Select the order in the 'Order grid' and click [Modify].
  18. Set the 'Dose' field to "0.5".
  19. Click [Add to Scratchpad] and [Sign].
  20. Validate one order for "CHANTIX (VARENICLINE) 1 MG TABLET ORAL" is displayed.
  21. Select "Client B" and remain on 'Orders This Episode'.
  22. Search for and select "RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG TABLET ORAL (Schedule II)" in the 'New Order' field.
  23. Set the 'Dose' Field to "1".
  24. Validate that the 'Dose Unit' field contains "Tablet".
  25. Select "Twice a Day" from the 'Freq:' field.
  26. Set the 'Duration's field to "30" and click [Days].
  27. Set the 'Days Supply' field to "30".
  28. Validate the 'Dispense Qty' field contains "60".
  29. Select "Tablet" in the 'Dispense Qty Unit' field.
  30. Set the 'Start Date' to a date that is 28 days in the past.
  31. Set the 'Start Date' to "09:00 AM".
  32. Validate the 'Stop Date' field contains a date that is 30 days in the future of the the 'Start Date'.
  33. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
  34. Click [Add to Scratchpad] and [Final Review].
  35. Validate the 'Interactions' dialog is displayed.
  36. Override all interactions and click [Save Override and Exit].
  37. Validate that the 'Order grid' contains one order for ""RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG TABLET ORAL (Schedule II)" with an 'Order Status' of "Active - No Renew - Use Reorder".
  38. Select the order and click [Reorder].
  39. Click [Add to Scratchpad], [Final Review] and [Sign].
  40. Validate the 'Order grid' contains two orders for "RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG TABLET ORAL (Schedule II)". One with an 'Order Status' of "Active" and one with an 'Order Status' of "Active - Reordered".
  41. Select both orders in the 'Order grid' and click [D/C], [Add to Scratchpad], and [Sign].
  42. Access the 'Registry Settings' form and set the 'Avatar Order Entry->Facility Defaults->Client Profile->->->Perform Basic Duplicate Order Code Check' registry setting to "Y".
  43. Please log out of the application and log back in.
  44. Select “Client A” and access the Order Entry Console.
  45. Search for and select 'CHANTIX (VARENICLINE) 1 MG TABLET ORAL' field.
  46. Set the 'Dose' Field to "1".
  47. Select "Tablet" from the 'Dose Unit' field.
  48. Select "TWICE A DAY" from the 'Freq:' field.
  49. Set the 'Duration' field to "90" and click [Days].
  50. Click [Add to Scratchpad] and [Sign].
  51. Validate that the 'Order grid' contains one order for "CHANTIX (VARENICLINE) 1 MG TABLET ORAL".
  52. Select the order and click [Copy].
  53. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [No].
  54. Click [Add to Scratchpad] and [Sign].
  55. Validate the 'Duplicate Order' warning is displayed and contains the following:
  56. "DUPLICATE ORDER CODE: CHANTIX (VARENICLINE) 1 MG ORAL TABLET (3343) 1 active order with this same 'Order Code' was found for this client."
  57. Set the 'Notes' field to any value and click [Save Override and Exit].
  58. Validate that the 'Order grid' contains two orders for "CHANTIX (VARENICLINE) 1 MG TABLET ORAL".
  59. Select the first order in the 'Order grid' and click [Modify].
  60. Select "Daily" from the 'Freq:' field.
  61. Click [Add to Scratchpad] and [Sign].
  62. Validate the 'Duplicate Order' warning is displayed and contains the following: "DUPLICATE ORDER CODE: CHANTIX (VARENICLINE) 1 MG ORAL TABLET (3343) 1 active order with this same 'Order Code' was found for this client".
  63. Set the 'Notes' field to any value and click [Save Override and Exit].
  64. Validate the 'Order grid' contains the following orders:
  65. "CHANTIX (VARENICLINE) 1 MG ORAL TABLET1 TABLET, DAILY".
  66. "CHANTIX (VARENICLINE) 1 MG ORAL TABLET1 TABLET, TWICE A DAY".
  67. Select the second order in the 'Order grid' and click [D/C], [Add to Scratchpad], and [Sign].
  68. Select the order in the 'Order grid' and click [Modify].
  69. Set the 'Dose' Field to "0.5".
  70. Click [Add to Scratchpad] and [Sign].
  71. Validate the "Duplicate Order" warning does not exist.
  72. Select the order in the 'Order grid' and click [D/C], [Add to Scratchpad], and [Sign].
  73. Select "Client B" and remain on 'Orders This Episode'.
  74. Search for and select "RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG TABLET ORAL (Schedule II)" in the 'New Order' field.
  75. Set the 'Dose' Field to "1".
  76. Validate that the 'Dose Unit' field contains "Tablet".
  77. Select "Twice a Day" from the 'Freq:' field.
  78. Set the 'Duration's field to "30" and click [Days].
  79. Set the 'Days Supply' field to "30".
  80. Validate the 'Dispense Qty' field contains "60".
  81. Select "Tablet" in the 'Dispense Qty Unit' field.
  82. Set the 'Start Date' to a date that is 28 days in the past.
  83. Set the 'Start Date' to "09:00 AM".
  84. Validate the 'Stop Date' field contains a date that is 30 days in the future of the the 'Start Date'.
  85. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
  86. Click [Add to Scratchpad] and [Final Review].
  87. Validate the 'Interactions' dialog is displayed.
  88. Override all interactions and click [Save Override and Exit].
  89. Validate that the 'Order grid' contains one order for ""RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG TABLET ORAL (Schedule II)" with an 'Order Status' of "Active - No Renew - Use Reorder".
  90. Select the order and click [Reorder].
  91. Click [Add to Scratchpad], [Final Review] and [Sign].
  92. Validate the 'Order grid' contains two orders for "RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG TABLET ORAL (Schedule II)". One with an 'Order Status' of "Active" and one with an 'Order Status' of "Active - Reordered".
  93. Select both orders in the 'Order grid' and click [D/C], [Add to Scratchpad], and [Sign].
Topics
• Order Entry Console • NX
OE NX - Orders This Episode - External Pharmacy Mode - Days Supply
Scenario 1: Orders This Episode - External Pharmacy Mode - Days supply
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (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.
  • Make note of the 'Default Days Supply' field in the 'External Pharmacy Setup' form (28).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADVIL (IBUPROFEN) 200 MG TABLET ORAL" from the 'New Order' field.
  3. Validate the 'Days Supply' field is equal to "28".
  4. Set the 'Dose' field to "2".
  5. Validate the 'Dose Unit' field is equal to "Tablet".
  6. Select "TWICE A DAY" from the 'Freq' field.
  7. Set the 'Duration' field to "60" and click [Days].
  8. Set the 'Days Supply' field to "60".
  9. Press the Tab key on the 'Days Supply' field.
  10. Validate the 'Dispense Qty' field is equal to "240".
  11. Select "Tablet" from the 'Dispense Qty Unit' field.
  12. Press the Tab key on the 'Stop Date' field.
  13. Validate the 'Days Supply' field is equal to "60".
  14. Press the Tab key on the 'Stop Time' field.
  15. Validate the 'Days Supply' field is equal to "60".
  16. Set the 'Addl Instructions' field to "test".
  17. Click [Add to Scratchpad], [Final Review], and [Sign].
  18. Validate the 'Order grid' contains an order for "ADVIL (IBUPROFEN) 200 MG ORAL TABLET 2 Tablet, TWICE A DAY".
Topics
• Order Entry Console • NX
OE NX - Do Not Default to PO
Scenario 1: OE NX - Home Medications - Create new order with 'Prevent defaulting to oral Routes in the OE Console (Home Meds / Disch. Med Rec)' set to "Yes".
Specific Setup:
  • Avatar OE 2021 Update 40, OrderConnect v18.6, and myAvatar NX 2021.09.00 are required in order to utilize full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Prevent defaulting to oral Routes in the OE Console (Home Meds / Disch. Med Rec)' registry setting must be set to "Y"
  • The ‘(10382) Treat like Oral when not defaulting Oral’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(60059) OrderConnect Routes of Administration’ dictionary for “Oral”.
  • The 'Default to Client Reported in Home Medications' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' checkbox.
  4. Search for and select "Advil 200 MG Tablet Oral" from the 'New Order' field.
  5. Set the 'Dose' field to "2".
  6. Validate the 'Dose Unit' field is equal to "Tablet".
  7. Select "TWICE A DAY" from the 'Frequency' field.
  8. Validate the 'Route' field does not contain a value.
  9. Set the 'Days Supply' field to "12" and press Tab.
  10. Validate the 'Dispense Qty' field contains "48".
  11. Validate the 'Dispense Qty Unit' field contains "Tablet".
  12. Click [Add to Scratchpad], [Final Review], and [Sign].
  13. Validate the 'Order grid' contains an order for "Advil 200 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 48 Tablet)".
  14. select the "Advil" order and click [Modify].
  15. Validate the 'Dose' field is equal to "2".
  16. Validate the 'Dose Unit' field contains "Tablet".
  17. Validate the 'Frequency' field contains "TWICE A DAY".
  18. Validate the 'Route' field does not contain a value.
  19. Validate the 'Days Supply' field contains "12".
  20. Validate the 'Dispense Qty' field contains "48".
  21. Validate the 'Dispense Qty Unit' field contains "Tablet".
  22. Click [Add to Scratchpad], [Final Review], and [Sign].
  23. Validate the 'Order grid' contains an order for "Advil 200 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 48 Tablet)".
Scenario 2: OE NX - Discharge Med Reconciliation - Create new order with 'Prevent defaulting to oral Routes in the OE Console (Home Meds / Disch. Med Rec)' set to "Yes".
Specific Setup:
  • Avatar OE 2021 Update 40, OrderConnect v18.6, and myAvatar NX 2021.09.00 are required in order to utilize full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Prevent defaulting to oral Routes in the OE Console (Home Meds / Disch. Med Rec)' registry setting must be set to "Y"
  • The ‘(10382) Treat like Oral when not defaulting Oral’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(60059) OrderConnect Routes of Administration’ dictionary for “Oral”.
  • The 'Default to Client Reported in Home Medications' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "2".
  4. Select "Tablet" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "12" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET2 TABLET, TWICE DAILY".
  9. Click the 'Home Medications' tab.
  10. Uncheck the 'Client Reported' checkbox.
  11. Search for and select "Tylenol 325 MG Tablet Oral" from the 'New Order' field.
  12. Set the 'Dose' field to "2".
  13. Validate the 'Dose Unit' field is equal to "Tablet".
  14. Select "TWICE A DAY" from the 'Frequency' field.
  15. Validate the 'Route' field does not contain a value.
  16. Set the 'Days Supply' field to "12" and press Tab.
  17. Validate the 'Dispense Qty' field is equal to "48".
  18. Validate the 'Dispense Qty Unit' field is equal to "Tablet".
  19. Click [Add to Scratchpad], [Final Review], and [Sign].
  20. Click the 'Discharge Reconciliation' tab.
  21. Select the "Advil" order from the 'Inpatient Medications' grid.
  22. Click [Add to Scratchpad].
  23. Select the "Advil" order from 'Home Medications Scratchpad (Post-Discharge)'.
  24. Validate the 'Dose' field is equal to "2".
  25. Validate the 'Dose Unit' field is equal to "Tablet".
  26. Select "TWICE A DAY" from the 'Frequency' field.
  27. Validate the 'Route' field does not contain a value.
  28. Set the 'Days Supply' field to "12" and press Tab.
  29. Validate the 'Dispense Qty' field is equal to "48".
  30. Validate the 'Dispense Qty Unit' field is equal to "Tablet".
  31. Click [Update Order].
  32. Search for and select "Aleve 220 MG Tablet Oral" from the 'New Order' field.
  33. Set the 'Dose' field to "2".
  34. Validate the 'Dose Unit' field is equal to "Tablet".
  35. Select "TWICE A DAY" from the 'Frequency' field.
  36. Validate the 'Route' field does not contain a value.
  37. Set the 'Days Supply' field to "12" and press Tab.
  38. Validate the 'Dispense Qty' field is equal to "48".
  39. Validate the 'Dispense Qty Unit' field is equal to "Tablet".
  40. Click [Add to Scratchpad].
  41. Select the "Tylenol" order from 'Home Medications Scratchpad (Post-Discharge)'.
  42. Click [Reorder/Modify].
  43. Validate the 'Dose' field is equal to "2".
  44. Validate the 'Dose Unit' field is equal to "Tablet".
  45. Validate the 'Frequency' field is equal to "TWICE A DAY".
  46. Validate the 'Route' field does not contain a value.
  47. Validate the 'Days Supply' field is equal to "12".
  48. Validate the 'Dispense Qty' field is equal to "48".
  49. Validate the 'Dispense Qty Unit' field is equal to "Tablet".
  50. Click [Update Order].
  51. Click [Review and Sign].
  52. Validate the 'Interactions' dialog is displayed.
  53. Override all interactions and click [Save Override and Exit].
  54. Validate the 'Final Review' dialog is displayed and click [Sign].
  55. Validate the 'Discharge Med Reconciliation' tab displays in view only mode.
Scenario 3: OE NX - Home Medications - Create a new order and change the 'Route'
Specific Setup:
  • The 'Default to Client Reported in Home Medications' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user
  • Please log out of the application and log back in after completing the above configuration
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Uncheck 'Client Reported' checkbox.
  4. Search for and select "cefTRIAXone 2 GM Powder for Solution Injection" from the 'New Order' field.
  5. Set the 'Dose' field to "2".
  6. Select "Gram" from the 'Dose Unit' field.
  7. Select "3 TIMES A DAY" from the 'Frequency' field.
  8. Select "Intravenous" from the 'Route' field.
  9. Set the 'Days Supply' field to "12".
  10. Set the 'Dispense Qty' field to "50".
  11. Select "Gram" from the 'Dispense Qty' field.
  12. Click [Add to Scratchpad], [Final Review], and [Sign].
  13. Validate the 'Order grid' contains an order for "cefTRIAXone 2 GM INTRAVENOUS Powder for Solution Inject two (2) grams intravenously three times a day (Refills: 0, Disp. Qty: 50 Gram)".
Scenario 4: OE NX - Home Medications - Client reported and Agent orders - defaulting route
Specific Setup:
  • Avatar OE 2021 Update 40, OrderConnect v18.6, and myAvatar NX 2021.09.00 are required in order to utilize full functionality.
  • Two users must exist. (User A and User B).
  • "User A", whose order actions require validation, is not associated to a staff member.
  • "User B" is configured as a Prescriber, is able to validate orders, and who is associated with a Staff Member.
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Log into the application as "User A".
  2. Select "Client A" and access the Order Entry Console.
  3. Click the 'Home Medications' tab.
  4. Check the 'Client Reported' checkbox.
  5. Search for and select "Advil Cold & Sinus" from the 'New Order' field.
  6. Set the Dose field to "2".
  7. Select "Tablet" in the 'Dose Unit' field.
  8. Select "TWICE A DAY" from the 'Frequency' field.
  9. Validate the 'Route' field does not contain a default value and click [Save].
  10. Validate the 'Order grid' contains an order for "Advil Cold & Sinus Take two (2) tablets as directed twice a day".
  11. Uncheck the 'Client Reported' checkbox.
  12. Search for and select "predniSONE 20 MG Tablet Oral" from the 'New Order' field.
  13. Set the 'Dose' field to "2".
  14. Validate the 'Dose Unit' field is equal to "Tablet".
  15. Select "TWICE A DAY" from the 'Frequency' field.
  16. Select "Buccal mucosa" from the 'Route' field.
  17. Set the 'Days Supply' field to "12" and press Tab.
  18. Validate the 'Dispense Qty' field is equal to "48".
  19. Validate the 'Dispense Qty Unit' field is equal to "Tablet".
  20. Click [Add to Scratchpad].
  21. Select the staff member associated to "User B" in the 'Ordering Practitioner' field.
  22. Click [Final Review].
  23. Validate the Interactions dialog is displayed.
  24. Override all interactions and click [Save Override and Exit].
  25. Validate the 'Final Review' dialog is displayed and click [Sign].
  26. Log out of the application and log back in as "User B".
  27. Select "Client A" and access the Order Entry Console.
  28. Click the 'Home Medications' tab.
  29. Select "Pending" from the 'Status' field.
  30. Validate an order for "predniSONE 20 MG Tablet Oral" is displayed
  31. Select the order and click [Validate].
  32. Validate the 'Final Review' dialog is displayed and click [Sign].
  33. Select "Active" from the 'Status' field.
  34. Validate the 'Order grid' contains an order for "predniSONE 20 Tablet Take two (2) tablets as directed twice a day (Refills: 0, Disp. Qty: 48 Tablet)".
Scenario 5: OE NX - Home Medication - Create new order with 'Prevent defaulting to oral Routes in the OE Console (Home Meds / Disch. Med Rec)' set to "No"
Specific Setup:
  • Avatar OE 2021 Update 40, OrderConnect v18.6, and myAvatar NX 2021.09.00 are required in order to utilize full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Prevent defaulting to oral Routes in the OE Console (Home Meds / Disch. Med Rec)' registry setting must be set to "N"
  • The ‘(10382) Treat like Oral when not defaulting Oral’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(60059) OrderConnect Routes of Administration’ dictionary for “Oral”.
  • The 'Default to Client Reported in Home Medications' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the [Home Medications] tab.
  3. Uncheck the 'Client Reported' checkbox.
  4. Search for and select "Advil 200 MG Tablet Oral" from the 'New Order' field.
  5. Set the 'Dose' field to "2".
  6. Validate the 'Dose Unit' field is equal to "Tablet".
  7. Select "TWICE A DAY" from the 'Frequency' field.
  8. Validate the 'Route' field defaults to "Oral".
  9. Set the 'Days Supply' field to "12" and press Tab.
  10. Validate the 'Dispense Qty' field contains "48".
  11. Validate the 'Dispense Qty Unit' field contains "Tablet".
  12. Click [Add to Scratchpad], [Final Review], and [Sign].
  13. Validate the 'Order grid' contains an order for "Advil 200 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 48 Tablet)".
  14. Select the "Advil" order and click [Modify].
  15. Validate the 'Dose' field is equal to "2".
  16. Validate the 'Dose Unit' field contains "Tablet".
  17. Validate the 'Frequency' field contains "TWICE A DAY".
  18. Validate the 'Route' field defaults to "Oral".
  19. Validate the 'Days Supply' field contains "12".
  20. Validate the 'Dispense Qty' field contains "48".
  21. Validate the 'Dispense Qty Unit' field contains "Tablet".
  22. Click [Add to Scratchpad], [Final Review], and [Sign].
  23. Validate the 'Order grid' contains an order for "Advil 200 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 48 Tablet)".
Topics
• Order Entry Console • NX
NPO orders placed are able to automatically discontinue other order types when specified in Order Code Setup.
Scenario 1: OE NX - Orders This Episode - Discontinue orders when applicable based on order type
Specific Setup:
  • Avatar OE 2021 Update 32 and myAvatar NX Release 2021.09.00 are required in order to utilize full functionality.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A value must exist in the Order Entry Tabled Files '(505) Discontinue Reason Code' dictionary under 'Avatar CWS'.
  • An order code must exist where the all values are selected in the 'Automatic Discontinuation of Order Types' field and where a value is selected in the 'Discontinue Reason for Automatic Discontinuation' field. (NPO)
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Create an order for each order type in the application.
  3. Search for and select "NPO(Nothing By Mouth) (NPO)" in the 'New Order' field.
  4. Validate a message is displayed stating: "The following orders will be discontinued when this order is placed: Order# Advanced Directive 1, Order# Dietary-Tube Feeding, Order# DIABETIC DIET, Order# CAT SCAN, Order# Complete Blood Count with Differential, Order# ADVIL, Order# Family Therapy, Order# Ventilator, Order# Chest X-Ray Do you want to continue?"
  5. Click [No].
  6. Validate that all of the orders in the 'Order grid' are maintained.
  7. Search for and select "NPO(Nothing By Mouth) (NPO)" in the 'New Order' field.
  8. Validate a message is displayed stating: "The following orders will be discontinued when this order is placed: Order# Advanced Directive 1, Order# Dietary-Tube Feeding, Order# DIABETIC DIET, Order# CAT SCAN, Order# Complete Blood Count with Differential, Order# ADVIL, Order# Family Therapy, Order# Ventilator, Order# Chest X-Ray Do you want to continue?"
  9. Click [Yes].
  10. Select any value in the 'Reason' field.
  11. Set the 'Duration' field to any value and click [Days].
  12. Click [Add to Scratchpad] and [Sign].
  13. Validate that the 'Order grid' contains one order for "NPO(Nothing By Mouth)".
  14. Select the order and click [D/C], [Add to Scratchpad], and [Sign].
  15. Validate the 'Order grid' contains no orders.
Scenario 2: OE NX - Orders This Episode - Orders are automatically discontinued based on Order Types by creating an order via 'My Favorites' and Order groups and when copying and modifying and existing NPO order
Specific Setup:
  • Avatar OE 2021 Update 32 and myAvatar NX Release 2021.09.00 are required in order to utilize full functionality.
  • A client must have an active episode. (Client A)
  • A value must exist in the Order Entry Tabled Files '(505) Discontinue Reason Code' dictionary under 'Avatar CWS'.
  • “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.
  • An order code must exist where "Dietary-oral" is selected in the 'Automatic Discontinuation of Order Types' field and where a value is selected in the 'Discontinue Reason for Automatic Discontinuation' field. (NPO)
  • The 'NPO' order code must exist in 'My favorites'.
  • An Order Group must exist that contains the "NPO" order code and a pharmacy-type order code. (Order Group A)
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select a dietary-oral type order code in the 'New Order' field.
  3. Set the 'Duration' field to any value and click [Days].
  4. Click [Add to Scratchpad] and [Sign].
  5. Validate that the 'Order grid' contains the dietary-oral order.
  6. Click 'My Favorites' and select the "NPO(Nothing By Mouth)" order code.
  7. Click [Add to Scratchpad].
  8. Validate a message is displayed stating that the dietary-oral order would be discontinued and Do you want to continue?" and click [Yes].
  9. Validate the 'Scratchpad' contains the dietary-oral order with an 'Action' of "DC" and the "NPO(Nothing By Mouth)" order with an 'Action' of "ADD" with a red flag.
  10. Select the "NPO(Nothing By Mouth)" order and fill out all required fields and click [Update Order] and [Sign].
  11. Validate that the 'Order grid' contains the "NPO(Nothing By Mouth)" order.
  12. Select the order and click [D/C], [Add to Scratchpad], and [Sign].
  13. Search for and select a dietary-oral order in the 'New Order' field.
  14. Set the 'Duration' field to any value and click [Days].
  15. Click [Add to Scratchpad] and [Sign].
  16. Validate that the 'Order grid' contains an order for "Low Sodium Diet".
  17. Search for and select "Order Group A" in the 'New Order' field.
  18. Select both order codes and click [Add to Scratchpad].
  19. Validate a message is displayed stating that the dietary-oral order would be discontinued and Do you want to continue?" and click [Yes].
  20. Validate the 'Scratchpad' contains the dietary-oral order with an 'Action' of "DC", the pharmacy-type order and the "NPO(Nothing By Mouth)" order with an 'Action' of "ADD" with a red flag for both orders.
  21. Select the pharmacy-type order and fill out all required fields and click [Update Order].
  22. Select the "NPO(Nothing By Mouth)" order and fill out all required fields and click [Update Order].
  23. Click [Sign].
  24. Validate that the 'Interactions' dialog is displayed.
  25. Override all interactions and click [Save Override and Exit].
  26. Validate that the 'Order grid' contains an order for "NPO(Nothing By Mouth)" and the pharmacy-type order.
  27. Select both orders and click [D/C], [Add to Scratchpad], and [Sign].
  28. Search for and select a dietary-oral type order code in the 'New Order' field.
  29. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  30. Validate that the 'Order grid' contains the dietary-oral order.
  31. Select "Discontinued" from the 'Status' field.
  32. Select the Discontinued "NPO(Nothing By Mouth)" in the 'Order grid' and click [Copy].
  33. Validate a message is displayed stating that the dietary-oral order would be discontinued and Do you want to continue?" and click [Yes].
  34. Select "Active" from the 'Status' field and click [Add to Scratchpad] and [Sign].
  35. Validate that the 'Order grid' contains an order for "NPO(Nothing By Mouth)".
  36. Search for and select a dietary-oral type order code in the 'New Order' field.
  37. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  38. Validate that the 'Order grid' contains the dietary-oral order and the "NPO(Nothing By Mouth)" order.
  39. Select the "NPO(Nothing By Mouth)" and click [Copy].
  40. Validate a message is displayed stating that the dietary-oral order would be discontinued and Do you want to continue?" and click [Yes].
  41. Click [Add to Scratchpad] and [Sign].
  42. Validate that the 'Interactions' dialog is displayed.
  43. Override all interactions and click [Save Override and Exit].
  44. Validate that the 'Order grid' contains two orders for "NPO(Nothing By Mouth)".
  45. Select the first "NPO(Nothing By Mouth)" order and click [D/C], [Add to Scratchpad], and [Sign].
  46. Search for and select a dietary-oral type order code in the 'New Order' field.
  47. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  48. Validate that the 'Order grid' contains the dietary-oral order and the "NPO(Nothing By Mouth)" order.
  49. Select the "NPO(Nothing By Mouth)" order and click [Modify].
  50. Validate a message is displayed stating that the dietary-oral order would be discontinued and Do you want to continue?" and click [Yes].
  51. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  52. Validate that the 'Interactions' dialog is displayed.
  53. Override all interactions and click [Save Override and Exit].
  54. Validate that the 'Order grid' contains an order for "NPO(Nothing By Mouth)".
Topics
• Order Entry Console • NX • Discontinue
Avatar NX - Order Entry Console - Intravenous orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Recipe Maintenance
  • Avatar eMAR
Scenario 1: OE NX - New Order - Administration Method "IV Piggyback"
Specific Setup:
  • The following extended attributes must be set in the Order Entry Client Information ‘(20969) Administration Method’ dictionary for “IVPB”:
  • ‘(20991) Show Diluent Prompt’ = “Yes”
  • ‘(20992) Require Diluent’ = “No”
  • ‘(20993) Allow Selection’ = “Yes”
  • '(20995) Show Additive Prompts' = "Yes"
  • '(20996) Applicable Routes' = "Intravenous"
  • Please log out of the application and log back in after completing the above configuration.
  • Avatar OE 2021 Update 32 and myAvatar NX 2021.09.00 is required in order to utilize full functionality.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "CLEOCIN PHOSPHATE 600 MG/50 ML SOLUTION INTRAVENOUS" from the 'New Order' field.
  3. Set the 'Dose' field to "600".
  4. Select "MG" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Select "IV Piggyback" from the 'Admin Method' field.
  7. Select "mL/hr" from the 'Rate Unit' field.
  8. Set the 'Rate Amount' field to "100".
  9. Set the 'Duration' field to "28" and click [Days].
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains an order for "CLEOCIN PHOSPHATE 600 MG/50 ML INTRAVENOUS SOLUTION 600 MG, TWICE A DAY".
Scenario 2: OE NX - New Order - Administration Method "IV Primary (Continuous)"
Specific Setup:
  • The following extended attributes must be set in the Order Entry Client Information '(20969) Administration Method' dictionary for “IVPR”:
  • ‘(20990) Preferred Description’ = “IV Continuous”
  • ‘(20991) Show Diluent’ = “No”
  • ‘(20992) Require Diluent’ = “No”
  • '(20993) Allow Selection' = "Yes"
  • '(20995) Show Additive Prompts' = "Yes"
  • '(20996) Applicable Routes' = "INTRAVENOUS"
  • Please log out of the application and log back in after completing the above configuration.
  • In the 'Order Code Setup' form the 'Additive Component' checkbox must be checked in the 'Is an IV Additive Component' field for the "DOPAMINE HCL 160 MG/1 ML SOLUTION INTRAVENOUS" order code.
  • Avatar OE 2021 Update 32 and myAvatar NX 2021.09.00 is required in order to utilize full functionality.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Dextrose et DEXTROSE 5% Solution INTRAVENOUS" from the 'New Order' field.
  3. Set the 'Dose' field to "500".
  4. Select "mL" from the 'Dose Unit' field.
  5. Select "Continuous" from the 'Freq' field.
  6. Select "IV Continuous" from the 'Admin Method' field.
  7. Select "DOPAMINE HCL" from the 'Additive' field.
  8. Set the 'Additive Dose' field to "800".
  9. Select "MG" from the 'Additive Dose Unit' field.
  10. Select "As Directed" from the 'Rate Unit' field.
  11. Validate the 'Rate Amount' field contains "As Directed".
  12. Set the 'Duration' field to "28" and click [Days].
  13. Click [Add to Scratchpad] and [Sign].
  14. Validate the 'Order grid' contains an order for "Dextrose et DEXTROSE 5% INTRAVENOUS Solution Additive: DOPAMINE HCL 800 MG 500 mL, Continuous".
Scenario 3: OE NX - New Order - Administration Method "IV Push"
Specific Setup:
  • Avatar OE 2021 Update 32 and myAvatar NX 2021.09.00 is required in order to utilize full functionality.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "FUROSEMIDE 10 MG/ML 10 MG/1 Solution INJECTION" from the New Order field.
  3. Select "INTRAVENOUS" from the 'Route' field.
  4. Select "IV Push" from the 'Admin Method' field.
  5. Set the 'Dose' field to "4".
  6. Select "MG" from the 'Dose Unit' field.
  7. Select "DAILY" from the 'Freq' field.
  8. Set the Duration field to "28" and click [Days].
  9. Click [Add to Scratchpad] and [Sign].
  10. Validate the 'Order grid' contains an order for "FUROSEMIDE 10 MG/ML 10 MG/1 INTRAVENOUS Solution4 MG, DAILY".
Scenario 4: OE NX - New Order - Intravenous PCA non-external pharmacy mode
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Use 4-hour 'Max Dose' for PCAs in Order Entry Console (Orders This Episode)' registry setting must be set to "Y".
  • The following extended attributes must be set in the Order Entry Client Information ‘(20969) Administration Method’ dictionary for “PCA”:
  • ‘(20991) Show Diluent Prompt’ = “Yes”
  • ‘(20992) Require Diluent’ = “Yes”
  • ‘(20993) Allow Selection’ = “Yes”
  • '(20995) Show Additive Prompts' = "Yes"
  • '(20996) Applicable Routes' = "Intravenous"
  • Please log out of the application and log back in after completing the above configuration.
  • In the 'Order Code Setup' form the "Diluent/Base Component' checkbox must be checked in the 'Is an IV Diluent/Base Component' field for the "Normal Saline 0.9% Solution Intravenous" order code.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "DEXTROSE/MORPHINE SULFATE 5%-100 MG/100 ML SOLUTION INTRAVENOUS (Schedule II)" from the 'New Order' field.
  3. Select "PCA" from the 'Admin Method' field.
  4. Validate the 'Rate Unit' field is equal to "As Directed".
  5. Validate the 'Rate Amount' field is equal to "As Directed".
  6. Validate the 'Dose' and 'Dose Unit' fields do not display.
  7. Select "Continuous" from the 'Freq' field.
  8. Select "Normal Saline" from the 'Diluent Combo' field.
  9. Set the 'Diluent Dose' field to "100".
  10. Select "mL" from the 'Diluent Dose Unit' field.
  11. Select "mg" from the 'Loading Dose Unit' field.
  12. Validate that all other "PCA" unit fields contain "mg", except for 'Basal Rate Unit' which contains "mg/hr".
  13. Set the 'Loading Dose' field to "2".
  14. Set the 'Basal Rate' field to "1".
  15. Set the 'PCA Dose' field to "2".
  16. Set the 'Lockout' field to "10".
  17. Set the 'Max Dose Per Four Hours' field to "40".
  18. Set the 'Breakthrough Dose' field to "2".
  19. Select "Increase for Pain Scale > 7" from the 'Breakthrough Parameters' field.
  20. Set the 'Duration' field to "28" and click [Days].
  21. Click [Add to Scratchpad] and [Sign].
  22. Validate the 'Order grid' contains "DEXTROSE/MORPHINE SULFATE 5%-100 MG/100 ML INTRAVENOUS SOLUTION (Schedule II) in Normal Saline 100 mL Continuous" with 'Addl Instructions' of "Loading Dose: 2 mg -Basal Rate: 1 mg/hr -PCA Dose: 3 mg -Lockout (minutes): 10 -Max Dose per 4 Hours: 40 mg -Breakthrough Parameters: Increase for Pain Scale > 7".
  23. Create a report on the OrderEntry.hx_order_iv table including fields: 'order_unique_id', 'break_dose_unit_code', 'break_dose_unit_val'.
  24. Validate the 'order_unique_id' field contains the order number for the order created.
  25. Validate the 'break_dose_unit_code' field contains "MG".
  26. Validate the 'break_dose_unit_val' field contains "mg".
Scenario 5: OE NX - New Order - Intravenous Recipe
Specific Setup:
  • The following extended attributes must be set in the Order Entry Client Information '(20969) Administration Method' dictionary for “IVPR”:
  • ‘(20990) Preferred Description’ = “IV Continuous”
  • ‘(20991) Show Diluent’ = “No”
  • ‘(20992) Require Diluent’ = “No”
  • '(20993) Allow Selection' = "Yes"
  • '(20995) Show Additive Prompts' = "Yes"
  • '(20996) Applicable Routes' = "INTRAVENOUS"
  • The Order Entry Tabled Files '(11002) Titrate Parameters' dictionary must contain a value of "Blood Glucose Less Than", with the '(11003) Single Value or Value Range' extended attribute set to "Single Value".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Recipe Maintenance' form.
  2. Select the "Add" from the 'Add/Edit/Delete Recipe' field.
  3. Set the 'Recipe Code' field to "Recipe A".
  4. Set the 'Recipe Description' field to "Recipe A".
  5. Set the 'Rate Amount' field to "Titrate".
  6. Select "Titrate" from the 'Rate Unit' field.
  7. Select "INTRAVENOUS" from the 'Route Code' field.
  8. Select "IV Continuous" from the 'Administration Method' field.
  9. Select "Create New" from the 'Components' field.
  10. Select "Yes" from the 'Use as main Order Code on order' field.
  11. Select "Yes" from the 'Base Component' field.
  12. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'Order Code' field.
  13. Set the 'Component Amount' field to "1".
  14. Select "mL" from the 'Component Units' field.
  15. Select "Create New" from the 'Components' field.
  16. Select "No" from the 'Use as main Order Code on order' field.
  17. Select "No" from the 'Base Component' field.
  18. Search for and select "DEXTROSE 5% Solution INTRAVENOUS" in the 'Order Code' field.
  19. Set the 'Component Amount' field to "99".
  20. Select "mL" from the 'Component Units' field.
  21. Click [Submit].
  22. Please Log out of the application and log back in.
  23. Select "Client A" and access the Order Entry Console.
  24. Search for and select "Recipe A" from the 'New Order' field.
  25. Validate the 'New Order' field is equal to "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION".
  26. Set the 'Dose' field to "100".
  27. Select "Unit" from the 'Dose Unit' field.
  28. Select "Continuous" from the 'Freq' field.
  29. Validate the 'Route' field is equal to "INTRAVENOUS".
  30. Validate the 'Additive' field is equal to "DEXTROSE".
  31. Validate the 'Admin Method' field is equal to "IV Continuous".
  32. Set the 'Volume Amount in mL' field to "100"
  33. Validate the 'Rate Unit' field is equal to "Titrate".
  34. Validate the 'Rate Amount' field is equal to "Titrate".
  35. Set the 'Initial Rate' field to "1".
  36. Select "unit/hr" from the 'Initial Rate Unit' field.
  37. Set the 'Incremental Units' field to "1".
  38. Validate the 'Incremental Units Unit' field is equal to "unit/hr".
  39. Set the 'Time Increment' field to "60".
  40. Set the 'Maximum Rate' field to "10".
  41. Validate the 'Maximum Rate Unit' field is equal to "unit/hr".
  42. Select "Blood Glucose Less Than" from the 'Titrate Parameters' field.
  43. Set the 'Titrate Parameters' input field to "200".
  44. Set the Duration field to "12" and click [Days].
  45. Click [Add to Scratchpad] and [Sign].
  46. Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1 ML INTRAVENOUS SOLUTION Additive: Dextrose et DEXTROSE 99 mL Continuous" with 'Addl Instructions' of "-Initial Rate: 1 unit/hr Incremental Units: 1 unit/hr Time Increment (minutes): 60 Maximum Rate: 10 unit/hr Titrate Parameters: HR Less Than 100".
Scenario 6: OE NX - New Order - Administration Method "IV Primary (IV Continuous) with a 'Rate Unit' of "Titrate" and eMAR administration
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Use separate 'Infusion Details' tab for IVs on eMAR Administration Event dialog' registry setting must be set to "Y"
  • The 'Avatar eMAR->General->Settings->->->Do Not Require 'Port'' registry setting must be set to "Y"
  • The following extended attributes must be set in the Order Entry Client Information ‘(20969) Administration Method’ dictionary for “IVPR”:
  • ‘(20990) Preferred Description’ = “IV Continuous”
  • ‘(20991) Show Diluent’ = “Yes”
  • ‘(20992) Require Diluent’ = “No”
  • '(20993) Allow Selection' = "Yes"
  • '(20995) Show Additive Prompts' = "Yes"
  • '(20996) Applicable Routes' = "INTRAVENOUS"
  • Please log out of the application and log back in after completing the above configuration.
  • Avatar OE 2021 Update 32, Avatar eMAR 2021 Update 11 and myAvatar NX 2021.09.00 and RADplus 2513-002 are required in order to utilize full functionality.
  • In the 'Order Code Setup' form the "Diluent/Base Component' checkbox must be checked in the 'Is an IV Diluent/Base Component' field for the "Normal Saline 0.9% Solution Intravenous" order code.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • Must have the 'NDC' for "LEVOPHED 1 MG/1 ML SOLUTION INTRAVENOUS". This can be found in the 'Order Code Setup' form. (00409-3375-04)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "LEVOPHED 1 MG/1 ML SOLUTION INTRAVENOUS" from the 'New Order' field.
  3. Select "IV Continuous" from the 'Admin Method' field.
  4. Set the 'Dose' field to "4".
  5. Select "MG" from the 'Dose Unit' field.
  6. Select "Continuous" from the 'Freq' field.
  7. Select "AQUA CARE STERILE SALINE" from the 'Diluent Combo' field.
  8. Set the 'Diluent Dose' field to "250".
  9. Select "mL" from the 'Diluent Dose Unit' field.
  10. Select "Titrate" from the 'Rate Unit' field.
  11. Validate the 'Rate Amount' field is equal to "Titrate".
  12. Set the 'Initial Rate' field to "1".
  13. Select "mcg/min" from the 'Incremental Rate Unit' field.
  14. Validate that all other unit fields contain "mcg/min".
  15. Set the 'Incremental Units' field to "1".
  16. Set the 'Time Increment' field to "20".
  17. Set the 'Maximum Rate' field to "15".
  18. Select "SBP Greater Than" from the 'Titrate Parameters Combo' field.
  19. Set the 'Titrate Parameters' input field to "100".
  20. Set the 'Duration' field to "28" and click [Days].
  21. Click [Add to Scratchpad] and [Sign].
  22. Validate the 'Order grid' contains "LEVOPHED 1 MG/1 ML INTRAVENOUS SOLUTION in AQUA CARE STERILE SALINE 250 mL4 MG, Continuous" with 'Addl Instructions' of "-Initial Rate: 1 mcg/min -Incremental Units: 1 mcg/min -Time Increment (minutes): 20 -Maximum Rate: 15 mcg/min -Titrate Parameters: SBP Greater Than 100".
  23. Access Avatar eMAR for "Client A"
  24. Double click on any available cell for the "Levophed 1 MG / 1 ML" order created.
  25. Verify the 'Order Acknowledgement' dialog exists and click [OK].
  26. Verify the 'Client Education' dialog exists.
  27. Select "Yes" from the 'Education Performed?' field and click [OK].
  28. Set the 'Med ID' cell to the NDC for the Levophed order created.
  29. Select "Start" from the 'Administration Event' field.
  30. Set the 'Dose' field to "4".
  31. Set the 'Dose Unit' field to "MG".
  32. Set the 'Rate' field to "1".
  33. Set the 'Rate Unit' field to "mcg/min".
  34. Click the 'Additional Data (Administration)' tab.
  35. Set the 'Blood Pressure' (Systolic/Diastolic -mmHG) field to "120/80".
  36. Select "Sitting" from the 'Position' field.
  37. Click the 'Infusion Details' tab.
  38. Validate the 'Clinical Parameter' field is equal to "120/80".
  39. Select any value from the 'Site' field.
  40. Select any value from the 'Port' field.
  41. Click the 'Accept administration information entered' checkbox and click [OK].
  42. Validate the cell selected contains "4 MG" and the time administered.
Topics
• Order Entry Console • NX
All Document Widget - Document List Pane
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • NX - User Preferences
Scenario 1: All Document Widgets - UI Filters
Steps
  1. Navigate to "myDay" view.
  2. Select any client.
  3. Navigate to the view with the Primary All Documents Widget.
  4. Select a Form from the "Form Name" dropdown.
  5. Validate only that form displays in the "Primary All Documents Widget".
  6. Click "Clear Filters".
  7. Select a date from the 'Document Date" drop down.
  8. Validate only documents with that date ae listed in the "Primary All Documents Widget".
  9. Click "Clear Filters".
Scenario 2: All Document Widget - Left Panel Document List
Steps
  1. Click [myDay} tab.
  2. Select a client.
  3. Click [All Docs Test] tab.
  4. Note the contents of the "Document List" pane.
  5. Click "Client Name" link to open the client's dashboard.
  6. Click [Close].
  7. Validate the "Document List" pane displays as it did prior to opening/closing the client dashboard.
  8. Click [myDay] tab.
  9. Select another client.
  10. Note the contents of the "Document List" pane.
  11. Click "Client Name" link to open the client's dashboard.
  12. Click [Close].
  13. Validate the "Document List" pane displays as it did prior to opening/closing the client dashboard.
  14. Click [myDay] tab.
  15. Deselect the selected client.
  16. Click [User Menu].
  17. Select "Preferences".
  18. Click [Enable Customization of Document View]
  19. Click [Save]
  20. Log off and log back on as the same user.
  21. Click [myDay} tab.
  22. Select a client.
  23. Click [All Docs Test] tab.
  24. Note the contents of the "Document List" pane.
  25. Click "Client Name" link to open the client's dashboard.
  26. Click [Close].
  27. Validate the "Document List" pane displays as it did prior to opening/closing the client dashboard.
  28. Click [myDay] tab.
  29. Select another client.
  30. Note the contents of the "Document List" pane.
  31. Click "Client Name" link to open the client's dashboard.
  32. Click [Close].
  33. Validate the "Document List" pane displays as it did prior to opening/closing the client dashboard.
  34. Click [myDay] tab.
  35. Deselect the selected client.
Topics
• Widgets • NX • myAvatar NX Only
OE NX - Order Group - Default Reason
Scenario 1: OE NX - Order Group - Default Reason
Specific Setup:
  • An Order Group (Order Group A) must have a pharmacy-type order (Order A) with a default 'Reason' (Reason A) filed in the 'Order Group Setup' form
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" from the 'New Order' field.
  3. Select "Order A" from the 'Order Group' dialog and click [Add to Scratchpad].
  4. Select "Order A" from the 'Scratchpad'.
  5. Set the 'Dose' field is equal to "500".
  6. Set the 'Dose Unit' field is equal to "MG".
  7. Set the 'Freq' field is equal to "TWICE A DAY".
  8. Validate the 'Reason' field is equal to "Reason A".
  9. Set the 'Reason Text' field is equal to "testing".
  10. Set the 'Duration' field is equal to "5" click [Update Order] and [Sign].
  11. Validate the 'Order grid' contains an order for "FISH OIL 500 MG ORAL CAPSULE500 MG, TWICE A DAY Reason: Reason A -- testing".
Topics
• Order Entry Console • NX
Document Routing - Allow notifications
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Review To Do Item
Scenario 1: Do not allow notifications without an approver during Document Routing
Specific Setup:
  • Have two users. [UserA] is a user who is a staff member. [UserB] is a user who is not a staff member
  • Have registry setting "Allow sending notifications to non-staff users" set to "Y"
  • Have a form [FormA], set with prompts "Allow Notifications When Final" set to "Yes" and "Allow Notifications With No Approvers" set to "No", either in form "Document Routing Setup" or in "Form Definition".
  • Log in a [UserA]
Steps
  1. Open [FormA]
  2. Populate all the desired fields and set the "Draft/Final" field to "Final"
  3. Submit the form
  4. At the "Confirm Document" screen, click [Sign and Route]
  5. At the "Route Document To" screen, search for [UserB] in the "Add Users to Notify When Final" field
  6. Click [Add]
  7. Validate the [Submit] button is disabled since "Allow Notifications With No Approvers" set to "No" for [FormA] in the "Document Routing Setup" form
  8. Search for [UserA] in the "Add Approver" field
  9. Click [Add]
  10. Validate [UserA] is added as an "Approver" and the "Approver" check box is selected
  11. In the "Add Users to Notify When Final" field, search for [UserB]
  12. Click [Add]
  13. Validate [UserB] is added to be notified and the "Notify" check box is selected
  14. Click [Submit]
  15. Navigate to the "My To Do's" widget
  16. Locate the To Do just routed and click [Review]
  17. Click [Accept]
  18. Click [Sign]
  19. Validate the To Do is removed from the list
  20. Log in a [UserB]
  21. Navigate to the "My To Do's" widget
  22. Locate the To Do just routed and click [Review To Do Item]
  23. Click [Reviewed]
  24. Click [Submit]
  25. Validate the To Do is removed from the list
Scenario 2: Allow notifications without an approver during Document Routing
Specific Setup:
  • Have two users, [UserA] and [UserB].
  • Both users have the "My To Do's" widget on their home view
  • Have a form [FormA], set with prompts "Allow Notifications When Final" set to "Yes" and "Allow Notifications With No Approvers" set to "No", either in form "Document Routing Setup" or in "Form Definition".
  • Log in a [UserA]
Steps
  1. Open [FormA]
  2. Populate all the desired fields and set the "Draft/Final" field to "Final"
  3. Submit the form
  4. At the "Confirm Document" screen, click [Sign and Route]
  5. At the "Route Document To" screen, search for [UserB] in the "Add Users to Notify When Final" field
  6. Click [Add]
  7. Validate the [Submit] button is enabled since "Allow Notifications With No Approvers" set to "Yes" for [FormA] in the "Document Routing Setup" form
  8. Validate [UserB] is added to be notified and the "Notify" check box is selected
  9. Search for [UserA] in the "Add Approver" field
  10. Click [Add]
  11. Validate [UserA] is added as an "Approver" and the "Approver" check box is selected
  12. Click [Submit]
  13. Navigate to the "My To Do's" widget
  14. Locate the To Do just routed and click [Review]
  15. Click [Accept]
  16. Click [Sign]
  17. Validate the To Do is removed from the list
  18. Log in a [UserB]
  19. Navigate to the "My To Do's" widget
  20. Locate the To Do just routed and click [Review To Do Item]
  21. Click [Reviewed]
  22. Click [Submit]
  23. Validate the To Do is removed from the list
Topics
• Document Routing • NX
Dashboard View - Client Header Photo Capture/Import
Scenario 1: Client Header - Verification of Photo Capture and Import
Specific Setup:
  • Client record eligible for photo upload or capture
Steps
  1. From Avatar NX home screen, select/open client record.
  2. Navigate to Client Header display (via current active Client Display in top header bar).
  3. In Client Header display, ensure that placeholder for image placement is displayed if no client photo exists for record, along with 'Import Photo' icon/function when cursor is on image placeholder.
  4. Click 'Import Photo' icon to capture or upload client photo.
  5. In 'Import Client Picture' display, ensure that 'Take Picture' button is displayed (if local image device/webcam is present and allowed for application use); click 'Take Picture' button to capture client photo for upload if desired.
  6. In 'Import Client Picture' display, ensure that 'Browse' button is displayed; click 'Browse' button to open file selection dialog to upload file for client photo if desired.
  7. Ensure captured or uploaded photo is displayed in the 'Import Client Picture' display following capture or upload; click 'Save' button to save photo.
  8. In Client Header display, ensure that client photo is displayed (along with 'Import Photo', 'Enlarge' and 'Delete Image' icons/functions when cursor is on image).
Topics
• NX • myAvatar NX Only
Coming in Today widget- Staff Calendar Tab
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Scheduling Calendar - Delete Appointment
Scenario 1: NX - MY CALENDAR
Specific Setup:
  • Clients A, B, C and D must be enrolled in an existing episode.
  • Practitioner A must be enrolled and have hours Monday to Friday from 9:00 AM to 5:30 PM.
  • The user has the 'Coming In Today' and 'My Calendar' widgets in their home view.
  • Have multiple appointments in the Coming In Today Widget / My Calendar Widget of durations of 10, 15, 20, and 30 minutes back to back. If not, please create them using the Scheduling Calendar for clients A, B, C and D.
Steps
  1. From the 'My Calendar'- 'Time Slot Duration' field select "5 minutes".
  2. Validate that all appointments with a duration of 10,15, 20 and 30 minutes are visible in the 'My Calendar' and 'Coming In Today' widgets.
  3. Select "10 minutes" from the 'Time-Slot Duration' field.
  4. Validate that all appointments with a duration of 10,15, 20 and 30 minutes are visible in the 'My Calendar' and 'Coming In Today' widgets.
  5. Select "15 minutes" from the 'Time-Slot Duration' field.
  6. Validate that all appointments with a duration of 15, 20 and 30 are visible in the 'My Calendar' and 'Coming In Today' widgets.
  7. Select "20 minutes" from the 'Time-Slot Duration' field.
  8. Validate that all appointments with a duration of 20 and 30 minutes are visible in the 'My Calendar' and 'Coming In Today' widgets.
  9. Select "30 minutes" from the 'Time-Slot Duration' field.
  10. Validate that all appointments with a duration of 30 minutes are visible in the 'My Calendar' and 'Coming In Today' widgets.
Topics
• Widgets • NX • myAvatar NX Only
Date field Calendar
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Date Field Calendar Dialog
Scenario 1: Validate date field pop-up "Calendar" (Icon) functionality
Specific Setup:
  • Have access to any form that contains as date field. For example the "Preadmit/Admission" date field on the "Admissions" form.
Steps
  1. Open [FormA]
  2. Navigate to the date field
  3. Click the "Calendar" icon next to the date field
  4. In the "Calendar" pop up, click the "Month" selector drop down
  5. Scrolling thru the list, validate all months of the year are available for selection
  6. Select any month
  7. Validate the month is populated in "Month" field
  8. Click the previous month "<" selector
  9. Validate the month populated in the "Month" field is the prior month
  10. Click the next month ">" selector
  11. Validate the month populated in the "Month" field is the next month
  12. In the "Calendar" pop up, click the "Year" selector drop down
  13. Scrolling thru the list, validate date years spanning from "1891" to "2031" are available for selection
  14. Select any year prior to the current year, for example "2010"
  15. Validate the "Year" is populated in the calendar
  16. Select any year after to the current year, for example "2030"
  17. Validate the "Year" is populated in the calendar
  18. Make a final selection in the "Month" and "Year" selectors
  19. Select any day in the "Calendar"
  20. Validate the "Date" field is populated with the selected date, as expected
Topics
• Forms • NX
OE NX - Lab Order - Order Details
Scenario 1: OE NX - Lab-type order with non-daily 'Frequency Code'.
Specific Setup:
  • A lab-type order code must exist that has "Yes" selected in the 'Require Special/Additional Instructions' field. (Order Code A)
  • A frequency code must have the 'Daily Administration' field set to "Not Daily" and "Monday", "Wednesday", and "Friday" selected in the 'Days Administered' field. This can be done in the 'Frequency Code Setup' form. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry console
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Set the 'Frequency' field to "Frequency Code A".
  4. Click [Custom].
  5. Validate the only days selected are "Monday, Wednesday, and Friday" and click [Save].
  6. Validate the 'Diagnosis' field is directly under the 'Reason' and' 'Reason Text' fields.
  7. Set the 'Duration' field to "2" and click [Days].
  8. Set the 'Addl Instructions' field to "Test text".
  9. Click [Add to Scratchpad].
  10. Select the order in the 'Scratchpad'.
  11. Validate the 'Addl Instructions' field is equal to "Test text".
  12. Click [Add to Scratchpad] and [Sign].
  13. Validate the 'Order grid' contains the order for "Order Code A".
Topics
• Order Entry Console • NX
Avatar NX - Multiple Widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (CWS)
  • View Definition
  • Dynamic Form - View Definition - Select Views
  • NX View Definition
  • Dynamic Form - NX View Definition
Scenario 1: Avatar NX Widget Port - Embedded widgets in forms using 'Form Designer'
Specific Setup:
  • User must have access to 'Form Designer'.
  • Client must be admitted to an active episode (Client A).
Steps
  1. Access the 'Form Designer' form.
  2. Select any value from 'Forms' field (ex. Progress Notes (Group and Individual)).
  3. Select any value from the 'Sections' field.
  4. Select the any of following widgets from the 'Widgets to Display on Form' list:
  5. Advanced Billing Rule Failed Compliance
  6. Claims Payments Posted
  7. Client Acuity
  8. Client Inhibited Services
  9. Client's Care Team
  10. Claim Follow-up Records
  11. Current Medications
  12. Treatment Services with Authorization Status
  13. Radiology Results
  14. Click [Submit].
  15. Select "Client A" from the 'My Clients' widget and access the 'Progress Notes (Group and Individual)' form.
  16. Select any value from the 'Select Episode' field.
  17. Select any value from 'Progress Note For' field.
  18. Select any value from the 'Note Type' field.
  19. Complete the remaining required fields
  20. Validate that the widgets added to the form display as expected.
  21. Validate that any client based widget will display the client's data as expected.
  22. Validate that any non-client based widget will display the data as expected.
  23. Validate that the column sort/filter functionality works as expected.
  24. Validate that any form launch functionality opens the appropriate forms as expected.
  25. Select any value from the 'Draft/Final' field.
  26. Click [Submit Note].
Scenario 2: Avatar NX - Widget port to NX allowing multiple widgets on one view
Specific Setup:
  • User must have access to the 'View Definition' form.
Steps
  1. Access the 'View Definition' form.
  2. Click [Select View]
  3. Select "Add New View" from the 'Select Views' field.
  4. Click [OK].
  5. Set the 'View ID' field to any value.
  6. Set the 'View Description' field to any value.
  7. Select any value from the 'View Type' field.
  8. Select any value from the 'Allow User To Customize View' field.
  9. Click [Launch View Designer].
  10. Select any or all of the following widgets from the 'Available Widgets' column and add them to the 'Assigned Widgets' column:
  11. Clients With Expired Eligibility
  12. Advanced Billing Rule Failed Compliance
  13. Client Inhibited Services (Service Date Less Than 1 Year Old)
  14. Claim Follow-Up Records
  15. Client Acuity
  16. Client's Care Team
  17. Radiology Results
  18. Treatment Services with Authorization Status
  19. Scheduling Calendar - Client Based
  20. Claims Payment Posted
  21. Drag and drop the widgets to the newly created view.
  22. Click [Submit] and [Submit].
  23. Access the 'NX View Definition' form.
  24. Select any value in the User - User or Role' field.
  25. Set the 'Select User' field to any value.
  26. Click [Additional myDay Views].
  27. Select the newly created view from the 'Select Additional Views' field.
  28. Click [OK] and [File].
  29. Click [Discard].
  30. Navigate to the newly created view.
  31. Validate that all the widgets added to the view appear as expected.
  32. Validate that any client based widgets display the appropriate data when changing clients.
  33. Validate that any non-client based widgets display the appropriate data as expected.
  34. Validate that the right click functionality works as expected on the 'Scheduling - Client Based' widget (Please note, the 'Delete' function is not yet supported).
  35. Validate that the column sort/filter functionality works as expected.
  36. Validate that any form launch functionality opens the appropriate forms as expected.
Topics
• Widgets • Form Designer • NX
Avatar NX Universal Search and Alert/Error Dialogs
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Alert dialog
Scenario 1: Client Search - Verification of Alerts Dialog display and cancellation
Specific Setup:
  • Client record combination which will result in Alert Dialog or Error Dialog pop up message display for user (Examples: Client Alerts, User Caseload Warning, User Caseload Error)
Steps
  1. From Avatar NX Home Screen, use the Universal Search field ('What can I help you find?' search) to search for client ID/name.
  2. In Universal Search results, select client record which will result in Alert Dialog or Error Dialog pop up message display for user.
  3. Ensure that Alert Dialog or Error Dialog pop up message is displayed as selected, with 'OK' or 'Yes'/'No' buttons to proceed.
  4. Ensure that on cancellation of Alert Dialog pop up (via 'No' button) or Error Dialog pop up (via 'OK' button), Alert/Error Dialog is removed/closed and no client record is selected as active/currently in use.
  5. Ensure that repeating client selection action from search results in same Alert/Error Dialog pop up display; ensure that repeated Alert/Error Dialog cancellation results in Alert/Error Dialog removal/closing and no client record being selected as active/currently in use.
  6. Ensure that on continuation to record/cancellation of Alert Dialog pop up (via 'Yes' button), Alert/Error Dialog is removed/closed and client record is selected as active/currently in use.
Topics
• Client Search • NX • myAvatar NX Only
Import Client Picture - Clearing client picture
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Import Client Picture (PM)
Scenario 1: Import Client Picture - Add Image and return to form = Yes
Specific Setup:
  • An existing client is identified.
Steps
  1. Open the 'Import Client Picture' form.
  2. Select the client identified in setup section.
  3. Upload client image.
  4. Submit the form.
  5. Validate the Form Return dialog contains "Form Return Import Client Picture has completed. Do you wish to return to form?".
  6. Select 'Yes'.
  7. Verify the user returned to the 'Import Client Picture' form.
  8. Verify the client selected in step#2 is removed from the 'Client' field and the client image added in previous step is cleared out from the 'Picture' area.
  9. Click [Close Form].
  10. Validate the client header information has a picture.
Scenario 2: Import Client Picture - Clear image, Restore image and Return to the form = Yes
Specific Setup:
  • An existing client with an image identified.
Steps
  1. Open the 'Import Client Picture' form.
  2. Select the client identified in setup section.
  3. Verify the client image exists in the 'Picture' area.
  4. Click [Clear Image].
  5. Verify the client picture removes from the 'Picture' area.
  6. Click [Restore Image].
  7. Verify the client picture added to the 'Picture' area.
  8. Submit the form.
  9. Click [Clear Image].
  10. Verify the client picture removes from the 'Picture' area.
  11. Validate the Form Return dialog contains "Form Return Import Client Picture has completed. Do you wish to return to form?".
  12. Select 'Yes'.
  13. Verify the user returned to the 'Import Client Picture' form.
  14. Verify the client selected in step#2 is removed from the 'Client' field and the client image cleared out from the 'Picture' area.
  15. Close the form.
  16. Validate the client header information does not have a picture.
Scenario 3: Import Client Picture - Clear image and Return to the form = No
Specific Setup:
  • An existing client with an image identified.
Steps
  1. Open the 'Import Client Picture' form.
  2. Select the client identified in setup section.
  3. Verify the client image exists in the 'Picture' area.
  4. Click [Clear Image].
  5. Verify the client picture removes from the 'Picture' area.
  6. Submit the form.
  7. Validate the Form Return dialog contains "Form Return Import Client Picture has completed. Do you wish to return to form?".
  8. Select 'No'.
  9. Open the 'Import Client Picture' form again.
  10. Select the client identified in setup section.
  11. Verify the client image does not exist in the 'Picture' area.
  12. Close the form.
  13. Verify the client header information no longer has a picture.
Topics
• NX
'Communication Method' has 'Electronic' checked by default when lab-type order code has an associated eVendor.
Scenario 1: OE NX - Orders This Episode - Lab Orders with default Communication Method
Specific Setup:
  • A lab vendor must exist that has "Yes" selected in the 'eVendor' field and "Lab Vendor Staff will Collect" selected in the 'Specimen Collection Method' field on the 'External Lab/Radiology Definition for CareConnect' form. (Lab Vendor A)
  • A lab vendor must exist that has "No" selected in the 'eVendor' field and "Facility Staff will Collect" selected in the 'Specimen Collection Method' field on the 'External Lab/Radiology Definition for CareConnect' form. (Lab Vendor B)
  • A lab-type order code must have a 'Default Frequency Code' of "Daily" with no hours of administration, a 'Default Duration (Hours)' of "48", and must be associated with an eVendor only, and have a 'Specimen Type' of "Blood". (Complete Blood Count)
  • A lab-type order code must be associated with an eVendor and non-eVendor and must have a 'Specimen Type' of "Blood" for each vendor. (Red Blood Cell Count)
  • A lab-type order code must be associated with no lab vendors. (Complete Blood Cell Count with Differential)
  • A lab-type order code must be associated with a non-eVendor only. (West Nile Virus Antibody)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Remain on the ‘Orders This Episode’ tab.
  3. Search for and select "Complete Blood Count (CBC) (DAILY)" in the ‘New Order’ field.
  4. Validate the ‘Frequency’ field contains "DAILY".
  5. Validate the ‘External Lab Vendor Destination’ field contains "Lab Vendor A".
  6. Validate the 'Electronic' checkbox in the ‘Communication Method’ field is checked.
  7. Validate the ‘Specimen Type’ field contains "Blood".
  8. Validate that ‘Lab Vendor Staff will Collect’ is selected in the 'Specimen Collection' field.
  9. Validate the ‘Duration’ field contains “48” and that [Hours] is selected.
  10. Click [Add to Scratchpad] and [Sign].
  11. Search for and select "Red Blood Cell Count (RBC)" in the ‘New Order’ field.
  12. Set the ‘Frequency’ field to “ONE TIME ONLY”.
  13. Validate the 'External Lab Vendor Destination' field does not contain a value.
  14. Select "Lab Vendor A" in the 'External Lab Vendor Destination' field.
  15. Validate the 'Electronic' checkbox in the ‘Communication Method’ field is checked.
  16. Validate the ‘Specimen Type’ field contains "Blood".
  17. Validate that ‘Lab Vendor Staff will Collect’ is selected in the 'Specimen Collection' field.
  18. Set the ‘Duration’ field to "48" and click [Hours].
  19. Click [Add to Scratchpad] and [Sign].
  20. Search for and select "Complete Blood Count with Differential (CBCD)" in the ‘New Order’ field.
  21. Set the ‘Frequency’ field to “DAILY”.
  22. Set the ‘Specimen Type’ field to “Blood”.
  23. Set the ‘Duration’ field to "48" and click [Hours].
  24. Click [Add to Scratchpad] and [Sign].
  25. Search for and select "West Nile Virus Antibody (WNV)" in the ‘New Order’ field.
  26. Set the ‘Frequency’ field to “DAILY”.
  27. Validate the ‘External Lab Vendor Destination’ field contains "Lab Vendor B".
  28. Validate the 'Electronic' checkbox in the ‘Communication Method’ field is not checked.
  29. Validate that ‘Facility Staff will Collect’ is selected in the 'Specimen Collection' field.
  30. Set the ‘Duration’ field to "48" and click [Hours].
  31. Click [Add to Scratchpad] and [Sign].
  32. Validate the 'Order grid' contains an order for "West Nile Virus Antibody", "Complete Blood Count with Differential (Blood)", "Red Blood Cell Count (Blood)", and "Complete Blood Count (Blood)".
Topics
• NX
Avatar NX - Order Entry - Intravenous PCA Order - External Pharmacy Mode
Scenario 1: OE NX - New Order - Intravenous PCA in external pharmacy mode
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Use 4-hour 'Max Dose' for PCAs in Order Entry Console (Orders This Episode)' registry setting must be set to "Y".
  • The following extended attributes must be set in the Order Entry Client Information ‘(20969) Administration Method’ dictionary for “PCA”:
  • ‘(20991) Show Diluent Prompt’ = “Yes”
  • ‘(20992) Require Diluent’ = “Yes”
  • ‘(20993) Allow Selection’ = “Yes”
  • '(20995) Show Additive Prompts' = "Yes"
  • '(20996) Applicable Routes' = "Intravenous"
  • Please log out of the application and log back in after completing the above configuration.
  • Avatar OE 2021 Update 32 and myAvatar NX 2021.09.00 is required in order to utilize full functionality.
  • In the 'Order Code Setup' form the "Diluent/Base Component' checkbox must be checked in the 'Is an IV Diluent/Base Component' field for the "Normal Saline 0.9% Solution Intravenous" order code.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "DEXTROSE/MORPHINE SULFATE 5%-100 MG/100 ML SOLUTION INTRAVENOUS (Schedule II)" from the 'New Order' field.
  3. Select "PCA" from the 'Admin Method' field.
  4. Validate the 'Rate Unit' field is equal to "As Directed".
  5. Validate the 'Rate Amount' field is equal to "As Directed".
  6. Validate the 'Dose' and 'Dose Unit' fields do not display.
  7. Select "Continuous" from the 'Freq' field.
  8. Select "Normal Saline" from the 'Diluent Combo' field.
  9. Set the 'Diluent Dose' field to "100".
  10. Select "mL" from the 'Diluent Dose Unit' field.
  11. Select "mg" from the 'Loading Dose Unit' field.
  12. Validate that all other "PCA" unit fields contain "mg", except for 'Basal Rate Unit' which contains "mg/hr".
  13. Set the 'Loading Dose' field to "2".
  14. Set the 'Basal Rate' field to "1".
  15. Set the 'PCA Dose' field to "2".
  16. Set the 'Lockout' field to "10".
  17. Set the 'Max Dose Per Four Hours' field to "40".
  18. Set the 'Breakthrough Dose' field to "2".
  19. Select "Increase for Pain Scale > 7" from the 'Breakthrough Parameters' field.
  20. Set the 'Duration' field to "28" and click [Days].
  21. Set the 'Dispense Qty' field to "1"
  22. Select "Bag" from the 'Dispense Qty Unit' field.
  23. Click [Add to Scratchpad], [Final Review], and [Sign].
  24. Validate the 'Order grid' contains "DEXTROSE/MORPHINE SULFATE 5%-100 MG/100 ML INTRAVENOUS SOLUTION (Schedule II) in Normal Saline 100 mL Continuous" with 'Addl Instructions' of "- Diluent: AQUA CARE STERILE SALINE 100 ml -- Administer as directed per PCA instructions -- Loading Dose: 2 mg, Basal Rate: 1 mg/hr, PCA Dose.
Topics
• Order Entry Console • NX
Stop date displaying in scratchpad after selecting an order of duration in doses order groups.
Scenario 1: OE NX - Order Group - Default Duration in Doses
Specific Setup:
  • An Order Code (Order Code A) must be configured to have a default 'Duration in Doses' through the 'Order Code Setup' form
  • Order Code A must be added to an Order Group (Order Group A) and all required fields must be configured
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select an Order Group with the required fields configured in the 'New Order' field.
  3. Validate the 'Order Group Start Date' field contains the current date.
  4. Validate the 'Order Group Start Time' field contains the current time.
  5. Select "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" in the order grid.
  6. Validate the 'Dose' field contains "1".
  7. Validate the 'Duration' field contains "13".
  8. Validate the 'Start Date' field contains the current date.
  9. Validate the 'Start Time' field contains the current time.
  10. Validate the 'Frequency' field contains "TWICE A DAY".
  11. Select "Take with a glass of water" from the 'Instructions' field.
  12. Validate the 'Instructions' field contains "Take with a glass of water"
  13. Click [Add to Scratchpad].
  14. Validate the scratchpad contains the order "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL".
  15. Validate the 'Scratchpad - Start Date' contains the current date.
  16. Validate the 'Scratchpad - Stop Date' contains a date six days in the future from the current date.
  17. Select the order "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the scratchpad.
  18. Set the 'Dispense Qty' field to "56".
  19. Select "Capsule" from the 'Dispense Qty Unit' field.
  20. Validate the 'Start Date' field contains the current date.
  21. Validate the 'Start Time' field contains the current time.
  22. Validate the 'Stop Date' field contains a date six days in the future from the start date.
  23. Validate the 'Stop Time' field contains the final hour of administration, set for the frequency.
  24. Validate the 'Directions' field contains "Take one (1) tables by mouth twice a day".
  25. Click [Update Order].
  26. Click [Final Review] and [Sign].
  27. Validate the order grid contains an order for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE1 Table, TWICE A DAY".
  28. Validate the order grid 'Start Date' contains the current date.
  29. Validate the order grid 'Stop Date' contains a date six days in the future from the start date.
Scenario 2: OE NX - 'My Favorites' in the Order Entry Console (Orders This Episode section) - Duration in Doses
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Lisinopril 20 MG Tablet ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "Tablet" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "13" and click the [Doses].
  7. Validate the 'Start Date' field contains the current date.
  8. Validate the 'Start Time' field contains the current time.
  9. Validate the 'Stop Date' field is view only mode.
  10. Validate the 'Stop Date' field contains a date six days in the future from the current date.
  11. Validate the 'Stop Time' field is view only mode.
  12. Validate the 'Stop Time' field contains "the administration time set".
  13. Click [Star-My Favorites] and click refresh.
  14. Click 'My Favorites'.
  15. Select "LISINOPRIL 20 MG Tablet1 Tablet, TWICE A DAY" and click [Add to Scratchpad].
  16. Validate the scratchpad contains the order "LISINOPRIL 20 MG Tablet1 Tablet, TWICE A DAY".
  17. Validate the 'Scratchpad - Start Date' contains the current date.
  18. Validate the 'Scratchpad - Stop Date' contains a date six days in the future from the current date.
  19. Select the order "LISINOPRIL 20 MG Tablet1 Tablet, TWICE A DAY" from the scratchpad.
  20. Validate the 'Duration' field contains "13".
  21. Validate the 'Doses' field contains "Doses".
  22. Validate the 'Start Date' field contains the current date.
  23. Validate the 'Start Time' field contains the current time.
  24. Validate the 'Stop Date' field contains a date six days in the future from the current date and is disabled.
  25. Validate the 'Stop Time' field contains "the administration time set".
  26. Click [Update Order] and [Sign].
  27. Validate the 'Interactions' dialog is displayed.
  28. Override all interactions and click [Save Override and Exit].
  29. Validate the order grid contains the order "LISINOPRIL 20 MG ORAL Tablet1 Tablet, TWICE A DAY".
  30. Validate the 'Start Date' contains "The current date".
  31. Validate the 'Stop Date' contains a date six days in the future from the current date.
Topics
• NX
URL Widget -Scrollbar
Scenario 1: URL Widgets - Validating scrollbars in URL widgets - the 'Customize' option on the top right corner is not enabled.
Specific Setup:
  • myAvatar NX system is up and running.
  • Make sure the 'Customize' toggle is OFF.
  • Identify an existing URL widget on the home view. Note the name of the widget to be validated.
Steps
  1. Select the 'myDay' view on the 'Home View'.
  2. Locate to a URL Widget. ( i.e. The WEATHER TM widget is a good example).
  3. Verify the widget contains a vertical scrollbar and a horizontal scrollbar.
  4. Verify there is no extra scrollbar present in the widget.
  5. Attempt to scroll horizontal and vertical in the widget using the scrollbar.
  6. Verify that the entire webpage is shown and all parts of the page can be scroll.
Scenario 2: URL Widgets - Validating scrollbars in URL widgets - the 'Customize' option on the top right corner is enabled.
Specific Setup:
  • myAvatar NX system is up and running.
  • Make sure the 'Customize' toggle is ON.
  • Identify an existing URL widget on the home view. Note the name of the widget to be validated.
Steps
  1. Select the 'myDay' view on the 'Home View'.
  2. Locate to a URL Widget. ( i.e. The WEATHER TM widget is a good example).
  3. Verify the widget contains a vertical scrollbar and a horizontal scrollbar.
  4. Verify there is no extra scrollbar present in the widget.
  5. Attempt to scroll horizontal and vertical in the widget using the scrollbar.
  6. Verify that the entire webpage is shown and all parts of the page can be scroll.
  7. Attempt to change the size of the widget.
  8. The size of the widget changed successfully.
  9. Attempt to scroll horizontal and vertical in the widget using the scrollbar.
  10. Verify that the entire webpage is shown and all parts of the page can be scroll.
Topics
• Widgets • NX
Lab Orders added from an Order group.
Scenario 1: OE NX - Orders This Episode - Lab Orders - Facility Staff will Collect - New, Copy, Modify, Print and Discontinue
Specific Setup:
  • The '(552) Require External Lab Vendor Destination' extended attribute must be set to "Yes" in the Order Entry Tabled Files '(500) Order Types' dictionary for "Lab".
  • Please log out of the application and log back in after completing the above configuration.
  • A lab-type order code must have an 'External Lab Vendor Destination' associated with it in the 'Order Code Setup' form. (Complete Blood Count with Differential).
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • 'CBCD' must be included in an Order Group. (Order Group A).
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Check the checkbox next to the order code for "Complete Blood Count with Differential" and click [Add to Scratchpad].
  4. Validate the 'Scratchpad' contains an order for "Complete Blood Count with Differential" with no red flag in the 'Action' column.
  5. Click the order in the 'Scratchpad'.
  6. Select the "Facility Staff will Collect" Radio button.
  7. Select "Baptist" from the 'External Lab Vendor Destination' field and click [Sign].
  8. Select the order and click [Modify].
  9. Validate the 'External Lab Vendor Destination' field is equal to "Baptist".
  10. Validate the 'Priority' option is equal to "Routine".
  11. Validate the 'Start Date' field is equal to "Current Date".
  12. Validate the 'Start Time' field is equal to "Current time".
  13. Click [Custom] next to the 'Dose Frequency' field.
  14. Check the 'Daily' checkbox, input "any time" in the first four 'Scheduled Administration Time' fields and click [Save].
  15. Select the "Lab vendor Staff will Collect" Radio button.
  16. Click [View] next to 'Reason', check the "For Safety" checkbox and click [Save].
  17. Click [Add to Scratchpad] and [Sign].
  18. Validate the 'Order grid' contains an order for "Complete Blood Count with Differential ".
  19. Select the order and click [Copy].
  20. Select the "Facility Staff will Collect" Radio button.
  21. Click [View] next to 'Reason', check the "For Agitation" checkbox and click [Save].
  22. Validate the 'External Lab Vendor Destination' field is equal to "Baptist".
  23. Validate the 'Priority' option is equal to "Routine".
  24. Validate the 'Start Date' field is equal to "Current Date".
  25. Validate the 'Start Time' field is equal to "Current time".
  26. Click [Add to Scratchpad] and [Sign].
  27. Validate the 'Order grid' contains two orders for "Complete Blood Count with Differential".
  28. Select the first order and click [Print].
  29. Validate a new window with printing information is displayed, and then exit the new window.
  30. Search for and select "Complete Blood Count with Differential" in the 'New Order' field.
  31. Validate the 'External Lab Vendor Destination' field is equal to "Baptist".
  32. Validate the 'Priority' option is equal to "Routine".
  33. Validate the 'Start Date' field is equal to "Current Date".
  34. Validate the 'Start Time' field is equal to "Current time".
  35. Select the "Facility Staff will Collect" Radio button.
  36. Click [View] next to 'Reason', check the "For agitation" checkbox and click [Save].
  37. Validate the 'Scratchpad' contains an order for "Complete Blood Count with Differential" with no red flag in the 'Action' column.
  38. Hold the Control Key and click all of the orders in the 'Order Grid', then click [D/C], [Add to Scratchpad] and [Sign].
Scenario 2: OE NX - Orders This Episode - External Lab Vendor required with no vendor set up in 'Order Code Setup' - Single order
Specific Setup:
  • The '(552) Require External Lab Vendor Destination' extended attribute must be set to "Yes" in the Order Entry Tabled Files '(500) Order Types' dictionary for "Lab".
  • Please log out of the application and log back in after completing the above configuration.
  • A lab-type order code must not have an 'External Lab Vendor associated with it in the 'Order Code Setup' form. (WNVCF - West Nile Virus Cerebrospinal Fluid)
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select "West Nile Virus Antibody, Cerebrospinal Fluid (WNVCF)" in the 'New Order' field.
  3. Set the 'Duration' field to "2" and click [Days].
  4. Click [Add to Scratchpad].
  5. Validate the 'Scratchpad' contains an order for "West Nile Virus Antibody, Cerebrospinal Fluid (WNVCF)" with a red flag in the 'Action' column.
  6. Click [Sign].
  7. Validate a message is displayed stating: "There are missing required fields for 1 orders" and click [OK].
  8. Select the order in the 'Scratchpad' and validate that the 'External Lab Vendor Destination field does not exist.
  9. Click [Remove from Scratchpad].
Scenario 3: OE NX - Orders This Episode - External Lab Vendor required with no vendor set up in 'Order Code Setup' - Order Group
Specific Setup:
  • The '(552) Require External Lab Vendor Destination' extended attribute must be set to "Yes" in the Order Entry Tabled Files '(500) Order Types' dictionary for "Lab".
  • Please log out of the application and log back in after completing the above configuration.
  • A lab-type order code must not have an 'External Lab Vendor associated with it in the 'Order Code Setup' form. (WNVCF - West Nile Virus Cerebrospinal Fluid).
  • 'WNVC' must be included in an 'Order Group'.. (Order Group A).
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Check the checkbox next to the order code for "West Nile Virus Antibody, Cerebrospinal Fluid (WNVCF)".
  4. Set the 'Duration' field to "2" and click [Days].
  5. Click [Add to Scratchpad].
  6. Validate the 'Scratchpad' contains an order for "West Nile Virus Antibody, Cerebrospinal Fluid (WNVCF)" with a red flag in the 'Action' column.
  7. Click [Sign].
  8. Validate a message is displayed stating: "There are missing required fields for 1 orders" and click [OK].
  9. Select the order in the 'Scratchpad' and validate that the 'External Lab Vendor Destination field does not exist.
  10. Click [Remove from Scratchpad].
Scenario 4: OE NX - Orders This Episode - External Lab Vendor required with no vendor set up in 'Order Code Setup' - Order from My Favorites
Specific Setup:
  • The '(552) Require External Lab Vendor Destination' extended attribute must be set to "Yes" in the Order Entry Tabled Files '(500) Order Types' dictionary for "Lab".
  • Please log out of the application and log back in after completing the above configuration.
  • A lab-type order code must not have an 'External Lab Vendor' associated with it in the 'Order Code Setup' form. (WNVCF - West Nile Virus Cerebrospinal Fluid)
  • "WNVC" must be included in 'My Favorites'.
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Click [My Favorites].
  3. Select the last "West Nile Virus Cerebrospinal Fluid" order code and click [Add to Scratchpad].
  4. Validate the 'Scratchpad' contains an order for "West Nile Virus Cerebrospinal Fluid (WNVCF)" with a red flag in the 'Action' column.
  5. Select the order in the 'Scratchpad'.
  6. Set the 'Duration' field to "2" and click [Days] and [Update Order].
  7. Validate the 'Scratchpad' contains an order for "West Nile Virus Cerebrospinal Fluid (WNVCF)" with a red flag in the 'Action' column.
  8. Click [Sign].
  9. Validate a message is displayed stating: "There are missing required fields for 1 orders" and click [OK].
  10. Select the order in the 'Scratchpad' and validate that the 'External Lab Vendor Destination' field does not exist.
  11. Click [Remove from Scratchpad].
Scenario 5: OE NX - Orders This Episode - External Lab Vendor NOT required with no vendor set up in 'Order Code Setup'
Specific Setup:
  • The '(552) Require External Lab Vendor Destination' extended attribute must be set to "No" in the Order Entry Tabled Files '(500) Order Types' dictionary for "Lab".
  • Please log out of the application and log back in after completing the above configuration.
  • A lab-type order code must not have an 'External Lab Vendor associated with it in the 'Order Code Setup' form. (WNVCF - West Nile Virus Cerebrospinal Fluid)
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select "West Nile Virus Antibody, Cerebrospinal Fluid (WNVCF)" in the 'New Order' field.
  3. Set the 'Duration' field to "2" and click [Days].
  4. Click [Add to Scratchpad].
  5. Validate the 'Scratchpad' contains an order for "West Nile Virus Cerebrospinal Fluid (WNVCF)" that does not have a red flag in the 'Action' column.
  6. Click [Sign].
  7. Validate the 'Order grid' contains an order for "West Nile Virus Antibody, Cerebrospinal Fluid (WNVCF)".
Topics
• Order Entry Console • NX • myAvatar/myAvatar NX
'Client ID' and 'Client name' is displayed for renew and validation dialogs.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CWS Workflow Management
  • Order Entry Console - Renew dialog
  • Renew/Validate Orders
Scenario 1: NX - Renew - Order Entry Console (Orders This Episode section)
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "DIABETIC DIET" in the 'New Order' field.
  3. Set the 'Duration' field to "2" and click [Days].
  4. Click [Add to Scratchpad] and click [Sign].
  5. Validate the 'Order grid' contains an order for "DIABETIC DIET".
  6. Access the 'CWS Workflow Management' form.
  7. Click [Submit].
  8. Log out of the application and log back in.
  9. Select "Client A" and access the Order Entry Console.
  10. Click [R].
  11. Validate the 'Renew' interaction contains the selected 'client id' and 'client name' is displayed." and click [renew].
  12. Validate the 'Order grid' contains an order for "DIABETIC DIET" and select the order.
  13. Click [Renew].
  14. Set the 'Renew' field to "2" and click [Days].
  15. Set the 'Effective Renew Date' field to the StopDate value.
  16. Click [Add to Scratchpad] and click [Sign].
  17. Click [D/C], [Add to Scratchpad] and click [Sign].
Scenario 2: OE NX - OTE - Client ID and Client Name for a validation required medicine
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require Validation (User B).
  • "User A" must be logged into the application.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Log in as "User B" with valid required credentials.
  2. Select "Client A" and access the Order Entry Console.
  3. Search for and select "PRILOSEC 10 MG/1 PACKET PACKET ORAL" in the 'New Order' field.
  4. Set the 'Dose' field to "2".
  5. Select "Tablet" from the 'Dose Unit' field.
  6. Select "TWICE A DAY" from the 'Frequency' field.
  7. Set the 'Duration' field to "28" and click [Days].
  8. Click [Add to Scratchpad].
  9. Select "User A" from the 'Ordering Practitioner' field.
  10. Click [Sign] and [Save Override and Exit].
  11. Log out of the application and log in as "User A" with valid required credentials.
  12. Select "Client A" and access the Order Entry Console.
  13. Click [V].
  14. Validate the validation table contains 'client id' and 'client name' for "Client A".
  15. Click [Validate].
  16. Validate the Order grid contains an order for "PRILOSEC 10 MG/1 PACKET ORAL PACKET2 Tablet, TWICE A DAY".
Topics
• NX
Dictionaries with more than 50 items defined
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ZIP Code Table Maintenance (PM)
  • Crystal Report Viewer
  • Avatar NX Report Viewer
Scenario 1: Validate Undocked Scheduling Calendar
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A staff member must have hours defined for scheduling.
  • More than 50 programs are defined in 'Program Maintenance'.
Steps
  1. Click [Launch Scheduling Calendar] in the 'Control Panel'.
  2. Validate the undocked 'Scheduling Calendar' is displayed in a new browser window.
  3. Right click on any available time slot.
  4. Click [Add Appointment].
  5. Enter any value in the 'Service Code' form.
  6. Enter any client in the 'Client' field.
  7. Select any episode in the 'Episode Number' field.
  8. Validate the 'Program' field contains all programs in alphanumerical order.
  9. Select any program in the 'Program' field.
  10. Click [Submit].
  11. Validate the 'Appointment Grid' contains the appointment created in the previous steps.
  12. Right click on the appointment and click [Check In].
  13. Click [Submit] to check in the appointment.
  14. Validate the 'Appointment Grid' contains the checked in appointment.
  15. Right click on the appointment and click [Check Out].
  16. Validate the 'Appointment Grid' contains the checked out appointment.
  17. Click [Dismiss].
Topics
• RADplus Utilities • NX • Scheduling Calendar
Validate using a practitioner in Order This Episode and Home Medications
Scenario 1: OE NX - OTE - Client ID and Client Name for a validation required medicine
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require Validation (User B).
  • "User A" must be logged into the application.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Log in as "User B" with valid required credentials.
  2. Select "Client A" and access the Order Entry Console.
  3. Search for and select "PRILOSEC 10 MG/1 PACKET PACKET ORAL" in the 'New Order' field.
  4. Set the 'Dose' field to "2".
  5. Select "Tablet" from the 'Dose Unit' field.
  6. Select "TWICE A DAY" from the 'Frequency' field.
  7. Set the 'Duration' field to "28" and click [Days].
  8. Click [Add to Scratchpad].
  9. Select "User A" from the 'Ordering Practitioner' field.
  10. Click [Sign] and [Save Override and Exit].
  11. Log out of the application and log in as "User A" with valid required credentials.
  12. Select "Client A" and access the Order Entry Console.
  13. Click [V].
  14. Validate the validation table contains 'client id' and 'client name' for "Client A".
  15. Click [Validate].
  16. Validate the Order grid contains an order for "PRILOSEC 10 MG/1 PACKET ORAL PACKET2 Tablet, TWICE A DAY".
Scenario 2: OE NX - Home Medications - Validate medicine in Order Entry Console
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require Validation (User B).
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form
Steps
  1. Log into the application as "User A".
  2. Select "Client A" and access the Order Entry Console.
  3. Validate the 'Client Reported' field is Unchecked.
  4. Search for and select "Aspirin-Omeprazole 325 MG-40 MG, Tablet, Delayed Release, Oral Oral (2 Tablets ONE TIME ONLY)" in the 'New Order' field.
  5. Validate the 'Dose' field contains "2".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Validate the 'Frequency' field contains "ONE TIME ONLY".
  8. Set the 'Days Supply' field to "18".
  9. Validate the 'Dispense Qty' field contains "36".
  10. Validate the 'Dispense Qty Unit' field contains "Tablet".
  11. Validate the 'Directions' field contains "Take two (2) tablets as directed weekly".
  12. Click [Add to Scratchpad].
  13. Search for and select the staff member associated with "User B" in the 'Ordering Practitioner' field and click [Final Review].
  14. Validate the 'Interactions' dialog is displayed.
  15. Override all interactions and click [Save Override and Exit].
  16. Log out of the application and log into the application as "User B".
  17. Click the Orders tab.
  18. Select "Client A" and access the Home Medications tab.
  19. Click the V button.
  20. Click on "Client A" and click [Validate].
  21. Validate the Order grid contains "Aspirin-Omeprazole 325 MG-40 MG ORAL Tablet, Delayed ReleaseTake two (2) tablets as directed weekly (Refills: 0, Disp. Qty: 36 Tablet) ".
  22. Select the order in the Order grid and click [Validate].
  23. Validate the 'Final Review' dialog is displayed.
  24. Select "None" in 'Output' for all orders and click [Sign].
  25. Validate the Order grid contains "Aspirin-Omeprazole 325 MG-40 MG ORAL Tablet, Delayed ReleaseTake two (2) tablets as directed weekly (Refills: 0, Disp. Qty: 36 Tablet) " and the Order status contains "Active".
Topics
• NX
Initial Psychiatric Evaluation form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Initial Psychiatric Evaluation
Scenario 1: Validate 'Initial Psychiatric Evaluation' form workflow
Specific Setup:
  • A client with an existing episode is identified [Client A].
  • The user has access to the 'Initial Psychiatric Evaluation' form.
Steps
  1. Access the 'Initial Psychiatric Evaluation' form.
  2. Select "Client A".
  3. Set the 'Assessment Date' to "today".
  4. Click the 'Additional Psych/Health History' tab.
  5. Click the 'Information indicated' field.
  6. Validate the 'Additional Psych/Social History' field is enabled and required.
  7. Click [Submit].
  8. Validate the Filing Error dialog and click [OK].
  9. Validate the 'Additional Psych/Health History' tab and 'Additional Psych/Social History' field have 'red flags'.
  10. Click the 'No additional information to be added' field.
  11. Validate the 'Additional Psych/Health History' tab and 'Additional Psych/Social History' field no longer have 'red flags'.
  12. Click [Discard] and [Yes].
Topics
• NX • myAvatar NX Only
Multi-Iteration Table Resizing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Table Definition (PM)
  • Table Definition (CWS)
  • Financial Eligibility
Scenario 1: Avatar NX - Verification of Column Resizing in Multi-Iteration Tables
Steps
  1. Open Avatar form which includes one or more Multi-Iteration Table grids for data display/entry/edit.
  2. Examples
  3. RADplus 'Form Definition' form (Object Definition section)
  4. Avatar PM 'Financial Eligibility' form (Guarantor Selection section)
  5. Avatar MSO 'Contracting Provider Registration' form (Contracting Provider Program Information or Performing Provider's Information sections)
  6. Navigate to form section containing Multi-Iteration Table grid.
  7. Move cursor into Multi-Iteration Table grid display; position cursor on division between two columns in grid, and ensure cursor changes to 'vertical line with arrows' icon for column resizing.
  8. Click and drag cursor for column resizing to left or right.
  9. Ensure selected column (column to left of resizing cursor) is enlarged or reduced in display size, and that all other/unselected columns are moved in display but not changed in display size.
Topics
• Forms • NX • myAvatar NX Only
Popup header/popup messages – validation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Admission - Client
  • Admission (Outpatient)
  • Financial Eligibility
  • Diagnosis
  • Client Ledger
  • Electronic Billing
  • File Import
Scenario 1: Electronic Billing - Validating pop-up header and message displayed - After successful sorting of the file
Specific Setup:
  • Guarantors/Payors:
  • An existing guarantor is identified. Note the guarantor name/id.
  • A new client is admitted in the outpatient program or an existing client is identified. Note the client id, admission date and admission program.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client as the primary guarantor.
  • A diagnosis record is created for the client.
  • Client Charge Input:
  • A service is rendered to the client using an existing professional service code. Note the first and last date of the services.
  • Close the charge.
  • An interim billing batch is created that contains client, services and guarantor.
Steps
  1. Open an 'Electronic Billing' form.
  2. Compile an 837 professional bill.
  3. Verify the bill compiles successfully.
  4. Verify the pop up header is 'Processing Report'.
  5. Verify the pop up message is 'Compile Complete'.
Scenario 2: Electronic Billing - Validating the pop-up header and message displayed - After unsuccessful sorting of the file - Services are open
Specific Setup:
  • Guarantors/Payors:
  • An existing guarantor is identified. Note the guarantor name/id.
  • A new client is admitted in the outpatient program or an existing client is identified. Note the client id, admission date and admission program.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client as the primary guarantor.
  • A diagnosis record is created for the client.
  • Client Charge Input:
  • A service is rendered to the client using an existing professional service code. Note the first and last date of the services.
  • Make sure the charges are open.
  • An interim billing batch is created that contains client, services and guarantor.
Steps
  1. Open an 'Electronic Billing' form.
  2. Compile an 837 professional bill.
  3. Verify the bill compiles successfully.
  4. Verify the pop up header is 'Processing Report'.
  5. Verify the pop up message is 'No Information Found'.
Scenario 3: File Import - Validating the pop-up header displays during uploading the file
Specific Setup:
  • A file import file type and the text file to be used are identified. Note the file path where the file is located and the name of the file.
Steps
  1. Open the 'File Import' form.
  2. Select desired import file from the “file type” field.
  3. Select 'Upload New File'.
  4. Select the text file to import.
  5. Verify the popup dialog 'Processing' received.
  6. Click [Discard].
Scenario 4: Electronic Billing - Validating pop-up header and message displayed - After unsuccessful sorting of the file because of missing diagnosis record
Specific Setup:
  • Guarantors/Payors:
  • An existing guarantor is identified. Note the guarantor name/id.
  • A new client is admitted in the outpatient program or an existing client is identified. Note the client id, admission date and admission program.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client as the primary guarantor.
  • A diagnosis record is not created for the client.
  • Client Charge Input:
  • A service is rendered to the client using an existing professional service code. Note the first and last date of the services.
  • Make sure the charges are open.
  • An interim billing batch is created that contains client, services and guarantor.
Steps
  1. Open an 'Electronic Billing' form.
  2. Compile an 837 professional bill.
  3. Verify the bill compiles successfully.
  4. Verify the pop up header is 'Processing Report'.
  5. Verify the pop up message is ' No Valid Information Found. Please Check The Error Report'.
Topics
• Electronic Billing • NX
Order Entry Console (Orders This Episode section) - 'Last Activity' column
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Order Entry Client Profile Order List/Selection
  • Administration History Dialog
Scenario 1: Verify the 'Results Received' hyperlink correctly opens the 'Review Results' form for the client and result selected.
Specific Setup:
  • A client must have an active episode. (Client A)
  • An order must exist for "Client A" that is configured to 'Order Fulfillment' through the 'Order Code Setup' form. (CBC)
Steps
  1. Select "Client A" and access the 'Results Entry' form.
  2. Select "Add" in the 'Add/Edit/Delete' field.
  3. Click [Select Order].
  4. Select the "CBC" order.
  5. Set the 'Universal Service Code Lookup' field to any value.
  6. Set the 'Filler Order #' field to "Test".
  7. Click [File Header Info].
  8. Validate a message is displayed stating "Header Information filed" and click [OK].
  9. Access the 'Result Details' section.
  10. Select "Add" in the 'Add/Edit/Delete' field.
  11. Click [Select Header] and click [OK].
  12. Select the header filed.
  13. Set the 'Observation ID Code' field to any value.
  14. Validate a message is displayed stating "Detail information filed" and click [OK].
  15. Click [OK].
  16. Click [Exit Option].
  17. Select "Client A" and access the Order Entry Console.
  18. Validate the 'Order grid' contains an order for "CBC".
  19. Click the [View] in the 'Last Activity' column of the "CBC" order.
  20. Click the 'Results Reviewed'.
  21. Validate the 'Administration History' dialog contains a row with a "Results Received" hyperlink in the 'Event' column.
  22. Verify the 'Review Results' form opens for "Client A" and the order selected.
Topics
• Order Entry Console • NX
'Stop Date' in the Order Entry Console (Home Medications section) when 'Refills' are greater than 0.
Scenario 1: OE NX - Home Medications - Taper/Titrate - Taper - New Order and Discontinue
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck the ‘Client Reported’ checkbox.
  4. Search and select "predniSONE 5 MG Tablet Oral" in the 'New Order' field.
  5. Click [Taper/Titrate].
  6. Validate the 'Taper/Titration' dialog is displayed.
  7. Click [Taper].
  8. Set the 'Dose' field to "2".
  9. Validate "Tablet" is selected in the 'Dose Unit' field.
  10. Validate "1" is selected in the 'Days' field.
  11. Select "TWICE A DAY" from the 'Freq' field.
  12. Click [Add Step].
  13. Set the 'Dose' field in the second row to "1".
  14. Validate "Tablet" is selected in the 'Dose Unit' field.
  15. Validate "1" is selected in the 'Days' field.
  16. Select "3 TIMES A DAY" from the 'Freq' field in the second row and click [Add to scratchpad].
  17. Validate the ‘Scratchpad’ contains "predniSONE 5 MG Tablet Oral Take one (1) tablet by mouth three times a day (Refills: 0, Dispense Quantity: 3)" and "predniSONE 5 MG Tablet Oral Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 4)".
  18. Select the first order in the 'Scratchpad'.
  19. Select any value from the 'Diagnosis' field.
  20. Select "1" from the 'Refills' field.
  21. Validate the 'Dispense Qty' is set to "3".
  22. Validate the 'Start Date' contains the current date.
  23. Validate the 'Stop Date' field contains a date that is one day in the future of the 'Start Date'.
  24. Click [Update Order].
  25. Validate the ‘Scratchpad’ contains "predniSONE 5 MG Tablet Oral Take one (1) tablet by mouth three times a day (Refills: 1, Dispense Quantity: 3)" and "predniSONE 5 MG Tablet Oral Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 4)".
  26. Select the first order in the 'Scratchpad'.
  27. Validate the 'Stop Date' field contains a date that is one day in the future of the 'Start Date'.
  28. Click [Cancel Update].
  29. Select the second order in the 'Scratchpad'.
  30. Select any value from the 'Diagnosis' field.
  31. Select "2" from the 'Refills' field.
  32. Validate the 'Start Date' field contains the current date.
  33. Validate the 'Stop Date' field contains a date that is two days in the future of the 'Start Date'.
  34. Click [Update Order].
  35. Validate the ‘Scratchpad’ contains "predniSONE 5 MG Tablet Oral Take one (1) tablet by mouth three times a day (Refills: 1, Dispense Quantity: 3)" and "predniSONE 5 MG Tablet Oral Take two (2) tablets by mouth twice a day (Refills: 2, Dispense Quantity: 4)".
  36. Select the second order in the 'Scratchpad'.
  37. Validate the 'Stop Date' field contains a date that is two days in the future of the 'Start Date'.
  38. Click [Cancel Update] and [Final Review].
  39. Validate the 'Final Review' dialog is displayed and click [Sign].
  40. Validate the 'Order grid' contains the following orders:
  41. "predniSONE 5 MG ORAL TabletTake one (1) tablet by mouth three times a day (Refills: 1, Disp. Qty: 3 Tablet)Note To Pharmacist: This prescription is part of a taper. Each part of the taper has a STEP number listed on the prescription. Please combine all of them into one prescription. (Step 2)".
  42. "predniSONE 5 MG ORAL TabletTake two (2) tablets by mouth twice a day (Refills: 2, Disp. Qty: 4 Tablet)Note To Pharmacist: This prescription is part of a taper. Each part of the taper has a STEP number listed on the prescription. Please combine all of them into one prescription. (Step 1)".
  43. Select both orders in the 'Order grid' and click [D/C], [Add to Scratchpad], [Final Review].
  44. Validate the 'Final Review' dialog is displayed and click [Sign].
  45. Validate there are no orders in the 'Order grid'.
Scenario 2: OE NX - Home Medications - Taper/Titrate - Titrate - New Order and Discontinue
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck the ‘Client Reported’ checkbox.
  4. Search and select "predniSONE 5 MG Tablet Oral" in the 'New Order' field.
  5. Click [Taper/Titrate].
  6. Validate the 'Taper/Titration' dialog is displayed.
  7. Click [Titrate]
  8. Set the 'Dose' field to "1".
  9. Validate "Tablet" is selected in the 'Dose Unit' field.
  10. Validate "1" is selected in the 'Days' field.
  11. Select "3 TIMES A DAY" from the 'Freq' field.
  12. Click [Add Step].
  13. Set the 2nd 'Dose' field in the second row to "2".
  14. Validate "Tablet" is selected in the 2nd 'Dose Unit' field.
  15. Validate "1" is selected in the 2nd 'Days' field.
  16. Select "TWICE A DAY" from the 2nd 'Freq' field in the second row.
  17. Click [Add to scratchpad].
  18. Validate the ‘Scratchpad’ contains "predniSONE 5 MG Tablet Oral Take one (1) tablet by mouth three times a day (Refills: 0, Dispense Quantity: 3)" and "predniSONE 5 MG Tablet Oral Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 4)".
  19. Select the first order in the 'Scratchpad'.
  20. Select any value from the 'Diagnosis' field.
  21. Select "3" from the 'Refills' field.
  22. Validate the 'Dispense Qty' is set to "3".
  23. Validate the 'Start Date' field contains the current date".
  24. Validate the 'Stop Date' field contains a date that is three days in the future of the 'Start Date'.
  25. Click [Update Order].
  26. Validate the ‘Scratchpad’ contains "predniSONE 5 MG Tablet Oral Take one (1) tablet by mouth three times a day (Refills: 3, Dispense Quantity: 3)" and "predniSONE 5 MG Tablet Oral Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 4)".
  27. Select the first order in the 'Scratchpad'.
  28. Validate the 'Stop Date' field contains a date that is three days in the future of the 'Start Date'.
  29. Click [Cancel Update].
  30. Select the second order in the 'Scratchpad'.
  31. Select any value from the 'Diagnosis' field.
  32. Select "0" from the 'Refills' field.
  33. Validate the 'Start Date' contains the current date".
  34. Validate the 'Stop Date' field contains a date that is one day in the future of the 'Start Date'.
  35. Click [Update Order].
  36. Validate the ‘Scratchpad’ contains "predniSONE 5 MG Tablet Oral Take one (1) tablet by mouth three times a day (Refills: 3, Dispense Quantity: 3)" and "predniSONE 5 MG Tablet Oral Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 4)".
  37. Select the second order in the 'Scratchpad'.
  38. Validate the 'Stop Date' field contains a date that is one day in the future of the 'Start Date'.
  39. Click [Cancel Update] and [Final Review].
  40. Validate the 'Final Review' dialog is displayed and click [Sign].
  41. Validate the 'Order grid' contains the following orders:
  42. predniSONE 5 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 4 Tablet) Note To Pharmacist: This prescription is part of a titration. Each part of the titration has a STEP number listed on the prescription. Please combine all of them into one prescription. (Step 2)".
  43. predniSONE 5 MG ORAL Tablet Take one (1) tablet by mouth three times a day (Refills: 3, Disp. Qty: 3 Tablet) Note To Pharmacist: This prescription is part of a titration. Each part of the titration has a STEP number listed on the prescription. Please combine all of them into one prescription. (Step 1)".
  44. Select both orders in the 'Order grid' and click [D/C], [Add to Scratchpad], [Final Review].
  45. Validate the 'Final Review' dialog is displayed and click [Sign].
  46. Validate there are no orders in the 'Order grid'.
Scenario 3: OE NX - Create Order in Home Medications, Hold order in Admission Med Rec, and view order in Discharge Med Reconciliation
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' checkbox.
  4. Search for and select "Fish Oil 500 MG Capsule Oral' in the 'New Order' field.
  5. Set the 'Dose' field to "2".
  6. Validate the 'Dose Unit' contains "Capsule".
  7. Select "Twice a Day" in the 'Frequency' field.
  8. Select "1" from the 'Refills' field.
  9. Set the 'Days Supply' field to "30" and press Tab.
  10. Validate the 'Dispense Qty' field contains "120".
  11. Validate the 'Dispense Qty Unit' field contains "Capsule".
  12. Click [Add to Scratchpad].
  13. Select the order from the 'Scratchpad'.
  14. Validate the 'Stop Date' contains a date that is thirty days in the future of the 'Start Date'.
  15. Click [Final Review], and [Sign].
  16. Validate the 'Order grid' contains the order for "Fish Oil".
  17. Select the "Fish Oil" order and click [Reorder].
  18. Validate the 'Stop Date' contains a date that is thirty days in the future of the 'Start Date'.
  19. Click the 'Admission Med Reconciliation' tab.
  20. Validate the 'Home Medications (Pre-Admission)' order grid contains the "Fish Oil" order.
  21. Select the order and click [Hold].
  22. Validate that "HOLD" appears in the 'Action' column of the 'Home Medications (Pre-Admission)' order grid.
  23. Click [Reconcile & Review].
  24. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  25. Select the 'Discharge Med Reconciliation' tab.
  26. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Fish Oil" with "CONT" and a black hand, signifying that the order was held in the 'Action' column.
  27. Select the "Fish Oil" order and click [Reorder/Modify].
  28. Validate the 'Stop Date' contains a date that is thirty days in the future of the 'Start Date'.
  29. Click [Cancel Update].
  30. Select the 'Orders This Episode' tab.
  31. Select the 'Discharge Med Reconciliation' tab.
  32. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains and order for "Fish Oil" with "CONT" and a black hand, signifying that the order was held in the 'Action' column.
Topics
• Order Entry Console • NX
Order Entry Console (Orders This Episode sections) 'Diagnosis' search.
Scenario 1: OE NX - Orders This Episode - Schedule III - New, and Discontinue
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form.
  • "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.
  • The ‘(548) Enable Multiple Reasons at Order Entry’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out of the application and log back in after completing the above configuration.
Steps
  1. Select "Client A” and access the Order Entry Console.
  2. Search for "Xyrem" in the 'New Order' field and clear out the value before the search has completed.
  3. Validate the 'New Order' field is blank.
  4. Search for and select "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL" in the 'New Order' field.
  5. Set the ‘Dose’ field to "1".
  6. Select "mL" in the ‘Dose Unit’ field.
  7. Select "TWICE A DAY" from the ‘Freq’ field.
  8. Validate the 'Route' field contains "ORAL".
  9. Hover over the 'Route' field and validate the flyover contains "ORAL".
  10. Validate the 'Form' field contains "Solution".
  11. Hover over the 'Form' field and validate the flyover contains "Solution".
  12. Set the 'Route' field to "OTHER RESPIRATORY MAR".
  13. Hover over the 'Route' field and validate the flyover contains "OTHER RESPIRATORY MAR".
  14. Search for and select "Fall" from the 'Diagnosis' field.
  15. Click [Reason - View].
  16. Select "any value" from multiple reasons checklist and click [Save].
  17. Set the 'Duration' field to "10" and click [Days].
  18. Validate the 'Days Supply' field contains "10".
  19. Validate the 'Dispense Qty' field contains "20".
  20. Click [Add to Scratchpad].
  21. Select the order "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)" from the scratchpad.
  22. Search for and select "Baseline forced expiratory volume at end of one second (FEV1) greater than 80% predicted" in the 'Diagnosis' search field.
  23. Click [Update Order] and [Final Review].
  24. Validate the 'Interactions' dialog is displayed.
  25. Override all interactions and click [Save Override and Exit].
  26. Validate the 'Order grid' contains an order for "Xyrem".
  27. Select the order for "Xyrem" and click [D/C], [Add to Scratchpad], and [Final Review].
  28. Validate the 'Final Review' dialog is displayed and click [Sign].
  29. Validate there are no orders in the 'Order grid'.
Scenario 2: OE NX - Admission Med Reconciliation - Schedule III (Xyrem) - New Order
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Admission Reconciliation' tab.
  3. Search for and select "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)" in the 'New Order' field.
  4. Set the 'Dose' field to "1".
  5. Validate the 'Dose Unit' field contains "Milliliter".
  6. Select "TWICE A DAY" from the 'Freq' field.
  7. Click [View].
  8. Select any value in the 'Reason' field.
  9. Search for and select "Fall" from the 'Diagnosis' search field.
  10. Set the 'Duration' field to "12" and click [Days].
  11. Validate the 'Days Supply' field contains "12".
  12. Validate the 'Dispense Qty' field contains "24".
  13. Select "Milliliter" from the 'Dispense Quantity Unit' field.
  14. Validate the 'Directions' field contains "Take one (1) milliliter by mouth twice a day".
  15. Click [Add to Scratchpad].
  16. Select the order "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)" from the 'Inpatient Medications Scratchpad'.
  17. Search for and select "Baseline forced expiratory volume at end of one second (FEV1) greater than 80% predicted" in the 'Diagnosis' search field.
  18. Click [Update Order] and [Reconcile & Review].
  19. Validate the 'Final Review' dialog is displayed and click [Sign].
  20. Validate the 'Admission Reconciliation' tab is in view-only mode.
Topics
• Order Entry Console • NX
'Diagnosis' search in the Order Entry Console (Orders This Episode section)
Scenario 1: OE NX - Orders This Episode - Schedule III - New, and Discontinue
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form.
  • "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.
  • The ‘(548) Enable Multiple Reasons at Order Entry’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out of the application and log back in after completing the above configuration.
Steps
  1. Select "Client A” and access the Order Entry Console.
  2. Search for "Xyrem" in the 'New Order' field and clear out the value before the search has completed.
  3. Validate the 'New Order' field is blank.
  4. Search for and select "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL" in the 'New Order' field.
  5. Set the ‘Dose’ field to "1".
  6. Select "mL" in the ‘Dose Unit’ field.
  7. Select "TWICE A DAY" from the ‘Freq’ field.
  8. Validate the 'Route' field contains "ORAL".
  9. Hover over the 'Route' field and validate the flyover contains "ORAL".
  10. Validate the 'Form' field contains "Solution".
  11. Hover over the 'Form' field and validate the flyover contains "Solution".
  12. Set the 'Route' field to "OTHER RESPIRATORY MAR".
  13. Hover over the 'Route' field and validate the flyover contains "OTHER RESPIRATORY MAR".
  14. Search for and select "Fall" from the 'Diagnosis' field.
  15. Click [Reason - View].
  16. Select "any value" from multiple reasons checklist and click [Save].
  17. Set the 'Duration' field to "10" and click [Days].
  18. Validate the 'Days Supply' field contains "10".
  19. Validate the 'Dispense Qty' field contains "20".
  20. Click [Add to Scratchpad].
  21. Select the order "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)" from the scratchpad.
  22. Search for and select "Baseline forced expiratory volume at end of one second (FEV1) greater than 80% predicted" in the 'Diagnosis' search field.
  23. Click [Update Order] and [Final Review].
  24. Validate the 'Interactions' dialog is displayed.
  25. Override all interactions and click [Save Override and Exit].
  26. Validate the 'Order grid' contains an order for "Xyrem".
  27. Select the order for "Xyrem" and click [D/C], [Add to Scratchpad], and [Final Review].
  28. Validate the 'Final Review' dialog is displayed and click [Sign].
  29. Validate there are no orders in the 'Order grid'.
Scenario 2: OE NX - Admission Med Reconciliation - Schedule III (Xyrem) - New Order
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Admission Reconciliation' tab.
  3. Search for and select "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)" in the 'New Order' field.
  4. Set the 'Dose' field to "1".
  5. Validate the 'Dose Unit' field contains "Milliliter".
  6. Select "TWICE A DAY" from the 'Freq' field.
  7. Click [View].
  8. Select any value in the 'Reason' field.
  9. Search for and select "Fall" from the 'Diagnosis' search field.
  10. Set the 'Duration' field to "12" and click [Days].
  11. Validate the 'Days Supply' field contains "12".
  12. Validate the 'Dispense Qty' field contains "24".
  13. Select "Milliliter" from the 'Dispense Quantity Unit' field.
  14. Validate the 'Directions' field contains "Take one (1) milliliter by mouth twice a day".
  15. Click [Add to Scratchpad].
  16. Select the order "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)" from the 'Inpatient Medications Scratchpad'.
  17. Search for and select "Baseline forced expiratory volume at end of one second (FEV1) greater than 80% predicted" in the 'Diagnosis' search field.
  18. Click [Update Order] and [Reconcile & Review].
  19. Validate the 'Final Review' dialog is displayed and click [Sign].
  20. Validate the 'Admission Reconciliation' tab is in view-only mode.
Topics
• Order Entry Console • NX
'Recent Clients' field placement
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Alert dialog
  • Failed Authentication - Input Dialog
  • Dynamic Form - Non-Caseload Access
  • Individual Progress Note
Scenario 1: My Clients, Recent Clients, and Clients for Today - Active Client Display
Specific Setup:
  • Have a user (User A) who is a staff member that has two clients in their caseload (Client A) and (Client B).
  • A site is defined (Site A).
  • Client A and Client B must be enrolled in an active episode and have appointments scheduled in form "Scheduling Calendar" for the current date at Site A.
  • Have other users who are staff members defined on the system.
Steps
  1. Select "Client A" in the "My Clients" widget.
  2. Go down the list and click each client listed on the tab.
  3. Validate each time the client is selected that their name is highlighted.
  4. Click on the "Staff" tab.
  5. Go down the list and click each staff members name listed on the tab.
  6. Validate each time, the staff member is selected their name is highlighted.
  7. Select the 'Site' tab.
  8. Select "Site A" in the "Search" field.
  9. Verify "Client A" and "Client B" are found and displayed as expected.
  10. Select "Client A".
  11. Validate that "Client A" is highlighted.
  12. Select the 'Client' tab.
  13. Validate "Client A" is now selected and highlighted in the 'Client' tab.
  14. While on the Client' tab, select "Client B".
  15. Validate that "Client B" is highlighted.
  16. Select the 'Site' tab.
  17. Validate that "Client B" is now selected (highlighted) in the 'Site' tab.
Scenario 2: Verify Recent Clients - no clients in user caseload
Specific Setup:
  • Must be logged in as a user with no clients in their caseload.
  • Two clients must be defined (Client A and Client B).
Steps
  1. Validate the 'Recent Clients' field is displayed right below the 'My Clients' field.
  2. Search for and select "Client A".
  3. Validate a "Non-Caseload Access" message is displayed stating: User, "Client A" is not contained within your current caseload. Your access of this client will be recorded within the database. Why are you accessing "Client A"?
  4. Enter the desired value and click [OK].
  5. Validate the 'Recent Clients' field is displayed right below the 'My Clients' field.
  6. Validate the 'Recent Clients' list now contains "Client A" and is highlighted.
  7. Search for and select "Client B".
  8. Validate a "Non-Caseload Access" message is displayed stating: User, "Client B" is not contained within your current caseload. Your access of this client will be recorded within the database. Why are you accessing "Client B"?
  9. Enter the desired value and click [OK].
  10. Validate the 'Recent Clients' field is displayed right below the 'My Clients' field.
  11. Validate the 'Recent Clients' list now contains "Client B" and is highlighted.
  12. Access the 'Individual Progress Note' form.
  13. Verify form opens successfully and click [Discard].
  14. Click [Clear Client].
  15. Validate the 'Recent Clients' field is displayed right below the 'My Clients' field.
  16. Validate the 'Recent Clients' list contains both "Client A" and "Client B".
Topics
• My Clients • NX
Order Entry Console (Orders This Episode section) - 'Allow Range Expressions in Order Quantity' Field
Scenario 1: OE NX - Orders This Episode - non-controlled substance - New and Discontinue for a client that is not in external pharmacy mode
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow Range Expressions In Order Quantity Field' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Remain on the ‘Orders This Episode’ tab.
  3. Search for and select "ADVIL (IBUPROFEN) 200 MG TABLET ORAL" in the ‘New Order’ field.
  4. Set the ‘Dose’ field to "2".
  5. Select “Tablet” in the ‘Dose Unit’ field.
  6. Set the Freq’ field to "TWICE A DAY".
  7. Set the ‘Duration’ field to "10" and click [Days].
  8. Click [Add to Scratchpad] and [Sign].
  9. Validate the ‘Order grid’ contains the order for “ADVIL”.
  10. Select the order and click [D/C], [Add to Scratchpad], and [Sign].
Scenario 2: OE NX - Order Entry Console (Orders This Episode section) - 'Allow Range Expressions in Order Quantity Field' set to "Y"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow Range Expressions In Order Quantity Field' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Remain on the ‘Orders This Episode’ tab.
  3. Search for and select "WELLBUTRIN 100 MG TABLET ORAL" in the ‘New Order’ field.
  4. Set the ‘Dose’ field to "1-2".
  5. Select “Tablet” in the ‘Dose Unit’ field.
  6. Set the Freq’ field to "TWICE A DAY".
  7. Set the ‘Duration’ field to "10" and click [Days].
  8. Click [Add to Scratchpad] and [Sign].
  9. Validate the ‘Order grid’ contains the order for “WELLBUTRIN 100 MG ORAL TABLET 1-2 Tablet, TWICE A DAY".
  10. Click the ‘Admission Medication Reconciliation’ tab.
  11. Validate the 'Inpatient Medications Scratchpad' contains the order for "WELLBUTRIN 100 MG ORAL TABLET 1-2 Tablet, TWICE A DAY".
  12. Search for and select “ADVIL (IBUPROFEN) 200 MG ORAL TABLET” in the ‘New Order’ field.
  13. Set the ‘Dose’ field to “2-3”.
  14. Set the ‘Freq’ field to “TWICE A DAY”.
  15. Set the ‘Duration’ field to “10” and click [Days].
  16. Click [Add to Scratchpad].
  17. Validate the ‘Inpatient Medications Scratchpad’ contains the order for "ADVIL 200 MG TABLET 2-3 Tablet, TWICE A DAY".

Please Note: This only pertains to clients with inpatient episodes whose program or unit are not configured in the 'External Pharmacy Setup' form.

Scenario 3: OE NX - Order Entry Console (Orders This Episode section) - Order Group - 'Allow Range Expressions in Order Quantity Field' set to "Y"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow Range Expressions In Order Quantity Field' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • An order group must be configured in the 'Order Group Setup' form. (Order Group A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Remain on the ‘Orders This Episode’ tab.
  3. Search for and select "Prednisone Order Group" in the ‘New Order’ field.
  4. Validate the ‘Order Group Start Date’ contains the current date.
  5. Validate the ‘Order Group Start Time’ contains the current time.
  6. Select the ‘Select All’ checkbox.
  7. Set the 1st ‘Dose’ field to "1-2".
  8. Select “Tablet” in the 1st ‘Dose Unit’ field.
  9. Set the 1st ‘Frequency’ field to "DAILY".
  10. Validate the 1st ‘Duration’ field contains “3” and [Days] is selected.
  11. Validate the 1st ‘Start Date’ contains the current date.
  12. Validate the 1st ‘Start Time’ contains the current time.
  13. Set the 2nd ‘Dose’ field to "2-3".
  14. Select “Tablet” in the 2nd ‘Dose Unit’ field.
  15. Set the 2nd ‘Frequency’ field to "TWICE A DAY".
  16. Validate the 2nd ‘Duration’ field contains “3” and [Days] is selected.
  17. Validate the 2nd ‘Start Date’ contains days that is 3 days in the future of the ‘Order Group Start Date’.
  18. Validate the 2nd ‘Start Time’ contains the current time.
  19. Set the 3rd ‘Dose’ field to "3-4".
  20. Select “Tablet” in the 3rd ‘Dose Unit’ field.
  21. Set the 3rd ‘Frequency’ field to "AS NEEDED".
  22. Validate the 2nd ‘Duration’ field contains “3” and [Days] is selected.
  23. Validate the 3rd ‘Start Date’ contains days that is 6 days in the future of the ‘Order Group Start Date’.
  24. Validate the 3rd ‘Start Time’ contains the current time.
  25. Click [Add to Scratchpad] and [Sign].
  26. Validate an 'Interactions' dialog is displayed.
  27. Override all interactions and click [Save Override and Exit].
  28. Validate the ‘Order grid’ contains an order for "PREDNISONE 50 MG ORAL TABLET3-4 TABLET, AS NEEDED", an order for "PREDNISONE 50 MG ORAL TABLET2-3 Tablet, TWICE A DAY", and an order for "PREDNISONE 50 MG ORAL TABLET1-2 Tablet, DAILY".

Please Note: This only pertains to clients with inpatient episodes whose program or unit are not configured in the 'External Pharmacy Setup' form.
Topics
• Order Entry Console • NX
Drug-drug interaction checking in the Order Entry Console (Orders This Episode and Admission Med Reconciliation sections)
Scenario 1: OE NX - Drug to Drug Interactions via Direct CKO server in the Order Entry Console (Orders This Episode section).
Specific Setup:
  • The 'Order Entry Clinical Screening System Defaults' form must be configured for Direct CKO Server and must include the following:
  • "Drug-Drug Interactions" must be selected in the 'Types of Screening Performed Via Direct CKO Server Connection' field.
  • "Active" and "Requires Validation" must be selected in the 'Include Orders With The Following Order Statuses In Clinical Screening' field.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "PROMETHAZINE HCL-DEXTROMETHORPHAN HBR 15 MG/5 ML-6.25 MG/5 ML SOLUTION ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "2".
  4. Select "Tablet" in the Dose Unit field.
  5. Select "TWICE A DAY" in the 'Freq' field.
  6. Set the 'Duration' field to "28" and click [Days].
  7. Click [Add to Scratchpad].
  8. Validate the 'Scratchpad' contains an order for "PROMETHAZINE HCL-DEXTROMETHORPHAN HBR 15 MG/5 ML-6.25 MG/5 ML SOLUTION Tablet, TWICE A DAY".
  9. Click [Sign].
  10. Validate the 'Order grid' contains an order for "PROMETHAZINE HCL-DEXTROMETHORPHAN HBR 15 MG/5 ML-6.25 MG/5 ML ORAL SOLUTION Tablet, TWICE A DAY".
  11. Search for and select "ONDANSETRON ODT 4 MG TABLET, DISINTEGRATING ORAL" in the 'New Order' field.
  12. Set the 'Dose' field to "2".
  13. Select "Tablet" in the 'Dose Unit' field.
  14. Select "TWICE A DAY" in the 'Freq' field.
  15. Set the 'Duration' field to "28" and click [Days].
  16. Click [Add to Scratchpad].
  17. Validate the 'Scratchpad' contains an order for "ONDANSETRON ODT 4 MG TABLET, DISINTEGRATING 2 Tablet, TWICE A DAY".
  18. Click [Sign].
  19. Validate the 'Interactions' dialog is displayed and contains a 'Drug-To-Drug Interaction'.
  20. Override all interactions and click [Save Override and Exit].
  21. Validate the 'Order grid' contains an order for "ONDANSETRON ODT 4 MG ORAL TABLET, DISINTEGRATING Tablet, TWICE A DAY" and "PROMETHAZINE HCL-DEXTROMETHORPHAN HBR 15 MG/5 ML-6.25 MG/5 ML ORAL SOLUTION Tablet, TWICE A DAY".
Scenario 2: OE NX - Drug to Drug Interactions via Direct CKO server in the Order Entry Console (Orders This Episode section) with 2 orders in the 'Scratchpad'.
Specific Setup:
  • The 'Order Entry Clinical Screening System Defaults' form must be configured for Direct CKO Server and must include the following:
  • "Drug-Drug Interactions" must be selected in the 'Types of Screening Performed Via Direct CKO Server Connection' field.
  • "Active" and "Requires Validation" must be selected in the 'Include Orders With The Following Order Statuses In Clinical Screening' field.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Warfarin Sodium 6 MG Tablet ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "2".
  4. Select "Tablet" in the 'Dose Unit' field.
  5. Select "TWICE A DAY" in the 'Frequency' field.
  6. Set the 'Duration' field to "28" and click [Days].
  7. Click [Add to Scratchpad].
  8. Search for and select "ASPIRIN-OMEPRAZOLE 325 MG-40 MG TABLET, DELAYED RELEASE ORAL" in the 'New Order' field.
  9. Set the 'Dose' field to "2".
  10. Select "Tablet" in the 'Dose Unit' field.
  11. Select "TWICE A DAY" in the 'Frequency' field.
  12. Set the 'Duration' field to "28" and click [Days].
  13. Click [Add to Scratchpad].
  14. Validate the 'Scratchpad' contains the following orders: "ASPIRIN-OMEPRAZOLE 325 MG-40 MG TABLET, DELAYED RELEASE2 Tablet, TWICE A DAY" and "Warfarin Sodium 6 MG Tablet2 Tablet, TWICE A DAY".
  15. Click [Sign].
  16. Validate the 'Interactions' dialog is displayed and contains a 'Drug-To-Drug Interaction'.
  17. Override all interactions and click [Save Override and Exit].
  18. Validate the 'Order grid' contains an order for "ASPIRIN-OMEPRAZOLE 325 MG-40 MG ORAL TABLET, DELAYED RELEASE 2 Tablet, TWICE A DAY" and "Warfarin Sodium 6 MG ORAL Tablet 2 Tablet, TWICE A DAY".
Scenario 3: OE NX - Drug to Drug Interactions via Direct CKO server in the Order Entry Console (Admission Med Reconciliation section).
Specific Setup:
  • The 'Order Entry Clinical Screening System Defaults' form must be configured for Direct CKO Server and must include the following:
  • "Drug-Drug Interactions" must be selected in the 'Types of Screening Performed Via Direct CKO Server Connection' field.
  • "Active" and "Requires Validation" must be selected in the 'Include Orders With The Following Order Statuses In Clinical Screening' field.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Admission Med Reconciliation' tab.
  3. Search for and select "Warfarin Sodium 4 MG Tablet ORAL" in the 'New Order' field.
  4. Set the 'Dose' field to "2".
  5. Select "Tablet" in the 'Dose Unit' field.
  6. Select "TWICE A DAY" in the 'Freq' field.
  7. Set the 'Duration' field to "28" and click [Days].
  8. Click [Add to Scratchpad].
  9. Search for and select "ASPIRIN-OMEPRAZOLE 325 MG-40 MG TABLET, DELAYED RELEASE ORAL" in the 'New Order' field.
  10. Set the 'Dose' field to "2".
  11. Select "Tablet" in the 'Dose Unit' field.
  12. Select "TWICE A DAY" in the 'Freq' field.
  13. Set the 'Duration' field to "28" and click [Days].
  14. Click [Add to Scratchpad].
  15. Validate the 'Inpatient Medications Scratchpad' contains the following orders: "ASPIRIN-OMEPRAZOLE 325 MG-40 MG TABLET, DELAYED RELEASE 2 Tablet, TWICE A DAY" and "Warfarin Sodium 6 MG Tablet 2 Tablet, TWICE A DAY".
  16. Click [Reconcile & Review].
  17. Validate the 'Interactions' dialog is displayed and contains a 'Drug-To-Drug Interaction'.
  18. Override all interactions and click [Save Override and Exit].
  19. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Topics
• Order Entry Console • NX • Admission Med Reconciliation • Clinical Screening
OE NX - Void order from Home Medications
Scenario 1: OE NX - Void order from Home Medications
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
  • "Client A" must not have Admission Reconciliation saved for the Active Episode.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Validate the 'Status' field contains "Active".
  4. Validate the 'Client Reported' checkbox is checked.
  5. Set the 'New Order' field to "Advil 200 MG Tablet Oral" and click [Save].
  6. Validate the 'Order Details' contains an order for "Advil - 200 MG, TAB, PO".
  7. Validate the 'Order Status' contains "Active".
  8. Select the "Advil - 200 MG, TAB, PO" order and click [Void].
  9. Select "Entered for incorrect client" from the 'Void Reason' field.
  10. Set the 'Void Reason Text' field to "any value".
  11. Click [Confirm Void].
  12. Validate that the "Advil - 200 MG, TAB, PO" order was removed from the view.
  13. Select "All" from the 'Status' field.
  14. Validate the first 'Order Details' field contains "Advil - 200 MG, TAB, PO Void Reason: Entered for incorrect client - any value".
  15. Validate the first 'Order Status' cell contains "Voided Patient Reported".
Topics
• Order Entry Console • NX
Diagnosis and Create Interim Billing batch - Sorting a table with respective client fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
Scenario 1: Diagnosis - Validating contents in the fields while sorting a diagnoses table using any column
Specific Setup:
  • An existing client is identified.
Steps

1. Select an existing client identified in the setup section.

2. Open the 'Diagnosis' form.

3. Select the desired episode.

4. Create a new record.

5. Add 3 new rows and fill out all required fields for each new row.

6. Sort the rows by clicking on the table headers (i.e. sort using Ranking, Description, Bill Order, etc.).

7. Validate that the rows are sorted properly.

8. Click on each row to make sure the Code Crossmapping and fields below match what is selected.

9. Verify the rows match with the 'Code Crossmapping' and other fields.

10. Delete one of the rows.

11. Verify the row is properly deleted.

12. Submit the form.

13. Reopen the 'Diagnosis' form.

14. Verify the form reopens with the correct rows.

15. Click on each row to make sure the 'Code Crossmapping' and fields.

16. Verify the rows match with the 'Code Crossmapping' and other fields.

Scenario 2: Create Interim Billing Batch - Validating contents of the table after sorting
Specific Setup:

An existing interim billing batch is identified. Note the Interim billing batch #.

Steps
  1. Open the 'Create Interim Billing Batch File' form.
  2. The form opens up properly.
  3. Select 'Edit Batch' radio button.
  4. Select a batch from the dropdown (preferably picking one with a lot of items).
  5. Click the [Launch Workscreen].
  6. Sort the table as desired.
  7. Verify the table and rows are sorted properly.
  8. Close / Cancel out of the table.
  9. Close the form.
Topics
• Diagnosis • NX
Admission - Validation error for the client name with spaces
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Dynamic Form - Admission - Client
  • Admission (Outpatient)
Scenario 1: Admission - Validations for the invalid characters entered in the client name fields
Steps
  1. Open the 'Admission' form.
  2. Enter "Last Name" in the 'Last Name' field.
  3. Tab or click out of the 'Last Name' field.
  4. Verify a 'Format Error' dialog opens stating 'Invalid character in last name ' '; valid special characters are ' _ -'.
  5. Click [ OK].
  6. Enter "123" in the 'Last Name' field and tab or click out.
  7. Verify a 'Format Error' dialog opens stating 'Last Name must contain at least one letter (A-Z,a-z)'.
  8. Enter "Last_Name" in the 'Last Name' field and tab or click out.
  9. Verify that no error dialog opens.
  10. The 'Last Name' field is populated with the "Last_Name".
  11. Enter anything or nothing in the 'Last Name' field and click or tab out.
  12. Verify that no error dialog opens.
  13. In the First Name field enter "123" and tab or click out.
  14. Verify a 'Format Error' dialog opens stating "First Name must contain at least one letter (A-Z,a-z)".
  15. Click [OK].
  16. In the 'First Name' field enter "First Name ***" and tab or click out.
  17. Verify a 'Format Error' dialog opens stating 'Invalid character in first name '*'; valid special characters are ' _ - '.
  18. In the 'First Name' field, enter "First Name" and tab or click out.
  19. Verify that no error dialog opens. Please note: Spaces are considered a valid special character for First Name.
  20. Enter anything or nothing in the 'First Name' field, then click or tab out.
  21. Verify that no error dialog opens.
  22. Populate all other required fields to process the new admission.
  23. Verify the new admission process completes successfully and the client with desired client name is created in the system.
Scenario 2: Admission (Outpatient) - Validations for the invalid characters entered in the client name fields
Steps
  1. Open the 'Admission (Outpatient)' form.
  2. Enter "Last Name" in the 'Last Name' field.
  3. Tab out from the 'Last Name' field.
  4. Verify a 'Format Error' dialog opens stating 'Invalid character in last name ' '; valid special characters are ' _ -'.
  5. Click [ OK].
  6. Enter "123" in the 'Last Name' field and tab or click out.
  7. Verify a 'Format Error' dialog opens stating 'Last Name must contain at least one letter (A-Z,a-z)'.
  8. Enter "Last_Name" in the 'Last Name' field and tab or click out.
  9. Verify that no error dialog opens.
  10. The 'Last Name' field is populated with the "Last_Name".
  11. Enter anything or nothing in the 'Last Name' field and click or tab out.
  12. Verify that no error dialog opens.
  13. In the First Name field enter "123" and tab or click out.
  14. Verify a 'Format Error' dialog opens stating "First Name must contain at least one letter (A-Z,a-z)".
  15. Click [OK].
  16. In the 'First Name' field enter "First Name ***" and tab or click out.
  17. Verify a 'Format Error' dialog opens stating 'Invalid character in first name '*'; valid special characters are ' _ - '.
  18. In the 'First Name' field, enter "First Name" and tab or click out.
  19. Verify that no error dialog opens. Please note: Spaces are considered a valid special character for First Name.
  20. Enter anything or nothing in the 'First Name' field, then click or tab out.
  21. Verify that no error dialog opens.
  22. Populate all other required fields to process the new admission.
  23. Verify the new admission process completes successfully and the client with desired client name is created in the system.
Topics
• NX
'Recent Clients' list - addressing To-Do items
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Alert dialog
Scenario 1: My Clients, Recent Clients, and Clients for Today - Active Client Display
Specific Setup:
  • Have a user (User A) who is a staff member that has two clients in their caseload (Client A) and (Client B).
  • A site is defined (Site A).
  • Client A and Client B must be enrolled in an active episode and have appointments scheduled in form "Scheduling Calendar" for the current date at Site A.
  • Have other users who are staff members defined on the system.
Steps
  1. Select "Client A" in the "My Clients" widget.
  2. Go down the list and click each client listed on the tab.
  3. Validate each time the client is selected that their name is highlighted.
  4. Click on the "Staff" tab.
  5. Go down the list and click each staff members name listed on the tab.
  6. Validate each time, the staff member is selected their name is highlighted.
  7. Select the 'Site' tab.
  8. Select "Site A" in the "Search" field.
  9. Verify "Client A" and "Client B" are found and displayed as expected.
  10. Select "Client A".
  11. Validate that "Client A" is highlighted.
  12. Select the 'Client' tab.
  13. Validate "Client A" is now selected and highlighted in the 'Client' tab.
  14. While on the Client' tab, select "Client B".
  15. Validate that "Client B" is highlighted.
  16. Select the 'Site' tab.
  17. Validate that "Client B" is now selected (highlighted) in the 'Site' tab.
Scenario 2: Validate clients that are not in the user's caseload are added to the 'Recent Clients' list when reviewing To-Do items
Specific Setup:
  • A user must be defined and associated to a practitioner (User A).
  • "User A" must have a document to sign for a client that is not in their caseload (Client A).
  • "User A" must have results to review for a client that is not in their caseload (Client B).
  • "User A" must have a "Review To Do Item" for a client that is not in their caseload (Client C).
Steps
  1. Navigate to the 'My To Do's' Widget.
  2. Validate the 'Documents To Sign' list contains a document to sign for "Client A".
  3. Click [Review].
  4. Validate the document is displayed and click [Accept].
  5. Click [Sign].
  6. Enter the password associated to the user and click [Verify].
  7. Validate the 'Documents To Sign' list no longer contains a document to sign for "Client A".
  8. Validate the 'Recent Clients' list contains "Client A".
  9. Validate the 'Results To Review' list contains a result to review for "Client B".
  10. Click [View Results], [Mark Reviewed], and [Save].
  11. Validate the 'Results To Review' list no longer contains a result to review for "Client B".
  12. Validate the 'Recent Clients' list contains "Client B".
  13. Validate the 'Additional ToDos' list contains a To-Do for "Client C".
  14. Click [Review To Do Item] and [Close].
  15. Validate the 'Recent Clients' list contains "Client C".
  16. Click [Close ToDos].
Topics
• My Clients • NX • To-Do's
Avatar NX - UI Code Changes for Perceptive
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • perceptive
  • Clinical Document Viewer
Scenario 1: Document Capture Avatar NX: Validation of Import/Save/Retrieve/View
Specific Setup:
  • Perceptive must be enabled.
Steps
  1. Select the test client.
  2. Open the "Client's Dashboard".
  3. Click "Document Capture" icon.
  4. Click "Import".
  5. Select the desired "Episode".
  6. Click "OK".
  7. Select the desired "Document Type".
  8. Set "Document Description" to the desired value.
  9. Click "Capture".
  10. Click "Browse".
  11. Browse to the location of the file to be imported.
  12. Click "Open".
  13. Click "Done".
  14. Click "Save".
  15. Validate the document was successfully file/stored.
  16. Click "Close Document Capture".
  17. Navigate to the "All Docs Test" view.
  18. Validate the document can be displayed.
Scenario 2: Batch Capture and Indexing NX - Validation
Steps
  1. Open "Batch Capture and Indexing" form.
  2. Click "Capture".
  3. Set "Batch Capture Descriptions" to the desired description.
  4. Click "Start".
  5. Select "File".
  6. Click "Browse".
  7. Browse to the location of the file to be imported.
  8. Click "Open".
  9. Click "Done"
  10. Click "Open Batch".
  11. Set "Document Type" to the desired type.
  12. Set "Client" to the desired client.
  13. Set "Episode" to the desired episode.
  14. Set :"Document Description" to the desired text.
  15. Click "Submit".
  16. Open the "Clinical Document Viewer" form.
  17. Locate the document that was just imported.
  18. Validate the document can be viewed.
Topics
• Perceptive • NX
Force Specific User To Logoff - User Connection
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Force Specific User To Logoff
  • Individual Progress Note
Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A).
  • A staff member with an apostrophe in their name is used to test routing. (Staff Member A).
  • For full regression testing, file a treatment plan by a user with an apostrophe in the 'User Description' field of the 'User Definition' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Set the 'Plan Date' field to the current date.
  4. Select any value in the 'Plan Type' field.
  5. Select any value from 'Problem List'.
  6. Navigate to another view or open a form.
  7. Navigate back to the 'Treatment Plan' form and validate that all data appears as expected in the 'Problem List' grid.
  8. Click [New Row].
  9. Select any value from the 'Role' field in the 'Participation' section.
  10. Select 'Staff ID' and enter "Staff Member A".
  11. Validate that the selected staff member's name displays in the 'Participant Name' field.
  12. Select any value from the 'Plan Author' field.
  13. Select any value from the 'Notification' field,
  14. Add multiple staff members as needed.
  15. Enter any value in the 'Strengths' field.
  16. Enter any value in the 'Weakness' field.
  17. Enter any value in the 'Discharge Planning' field.
  18. Select "Draft" in the 'Draft/Final' field.
  19. Click [Launch Plan].
  20. Select the problem from the 'Tree View'.
  21. Select any value from the Status field.
  22. Click [Add New Goal].
  23. Enter any value (a large amount of data) in the 'Goal' field.
  24. Validate that the data wraps correctly and displays as expected.
  25. Select any value from the Status field.
  26. Click [Add New Objective].
  27. Enter any value (a large amount of data) in the 'Objective' field.
  28. Validate that the data wraps correctly and displays as expected.
  29. Select any value from the Status field.
  30. Click [Add New Intervention].
  31. Enter any value in the 'Intervention' field.
  32. Select any value from the Status field.
  33. Click [Return to Plan].
  34. Select "Final" in the 'Draft/Final' field.
  35. Click [Submit] and [Sign].
  36. Enter your password in the 'Enter Password' field and click [Verify].
  37. In 'Route Document To' set 'Supervisor' to "Staff Member A" and click [Add].
  38. Click [Submit]
Scenario 2: Force Specific User to Logoff
Specific Setup:
  • User must have access to the 'Force Specific User To Logoff' form.
Steps
  1. Open 'Force Specific User To Logoff' form.
  2. Validate that only one user session per user displays in the 'User' field.
  3. Aceess the 'Progress Notes (Group and Individual)' form for any client.
  4. Navigate back to the 'Force Specific User to Logoff' form.
  5. Validate that only one user session per user displays in the 'User' field.
  6. Access the 'Treatment Plan' form for any client.
  7. Navigate back to the 'Force Specific User to Logoff' form.
  8. Validate that only one user session per user displays in the 'User' field.
  9. Select any user from the 'User' field (ex. your login).
  10. Set the 'Logoff Message' field to any value (ex. User will be logged off in (Seconds)).
  11. Set the 'Number Of Minutes Until Logoff' field to any value (ex.1).
  12. Click [Force Specific User To Logoff].
  13. Validate that a System Message is displayed stating "User will be logged off in (Seconds)".
  14. Validate that you are logged off as expected and returned to the Login page after the designated time elapsed.
Topics
• NX • Forms • RADplus Utilities
Order Entry Console - Home Medications - Create Additional Orders
Scenario 1: OE NX - Home Medications - Create Additional Orders
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox unchecked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active outpatient episode whose program is not mapped to an OrderConnect Agency in the 'OrderConnect Facility/Agency Definition' form.
  • "Client A" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Search for and select "Adderall 10 MG Tablet Oral (Schedule II)" in the 'New Order' field.
  4. Set the 'Dose' field to "2".
  5. Validate the 'Dose Unit' field contains "Tablet".
  6. Select "TWICE A DAY" from the ‘Frequency’ field.
  7. Set the ‘Days Supply’ field to "23" and press Tab.
  8. Validate the ‘Dispense Qty’ field is equal to "92".
  9. Validate the 'Dispense Qty Unit' field contains "Tablet".
  10. Set the ‘Create Additional Orders’ field to "3" and press Tab.
  11. Validate a warning dialog is displayed that contains: "You cannot create more than two additional orders." and click [OK].
  12. Set the ‘Create Additional Orders’ field to "1" and press Tab.
  13. Validate the 'Directions' field is contains "Take two (2) tablets as directed twice a day".
  14. Set the 'Directions field' to "Take two (2) tablets by mouth twice a day <<<Test>>>&"""Test"""&'''Test'''".
  15. Click [Add to Scratchpad].
  16. Validate the 'Scratchpad' contains two orders for "Adderall 10 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day <<<Test>>>&"""Test"""&'''Test''' (Refills: 0)".
  17. Click [Final Review].
  18. Validate the 'Interactions' dialog is displayed.
  19. Override all interactions and click [Save Override and Exit].
  20. Validate the 'Final Review' dialog is displayed and click [Sign].
  21. Validate the 'Order grid' contains two orders for "Adderall 10 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day <<<Test>>>&"""Test"""&'''Test''' (Refills: 0)".
  22. Select the first order for "Adderall 10 MG Tablet Oral" in the 'Order grid' and click [Reorder].
  23. Validate the 'Dose' field is equal to "2"
  24. Validate the 'Dose Unit' field is equal to "Tablet"
  25. Validate the 'Frequency' field is equal to "TWICE A DAY"
  26. Validate the 'Days Supply' field is equal to "23"
  27. Validate the 'Dispense Qty' field is equal to "92"
  28. Validate the 'Dispense Qty Unit' field is equal to "Tablet"
  29. Set the 'Create Additional Orders' field to "1"
  30. Click [Add to Scratchpad]
  31. Validate the 'Scratchpad' contains two orders for "Adderall 10 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day <<<Test>>>&"""Test"""&'''Test''' (Refills: 0)".
  32. Click [Final Review].
  33. Validate the Interactions dialog is displayed.
  34. Override all interactions and click [Save Override and Exit] and [Sign].
  35. Validate the 'Order grid' contains three orders for "Adderall 10 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day <<<Test>>>&"""Test"""&'''Test''' (Refills: 0)".
Topics
• Order Entry Console • NX
All Documents Widget - Filtering
Scenario 1: All Documents Widget - Left Side Panel Filter
Steps
  1. Navigate to the "myDay" view.
  2. Select any client.
  3. Navigate to the widget that is an all documents widget.
  4. In the left pane where all of the document types are listed, select one of the types of documents.
  5. Validate that only that form is included in the "Primary All Documents Widget".
  6. In the left pane where all of the document types are listed, select a different type of document.
  7. Validate that only that form is included in the "Primary All Documents Widget".
Scenario 2: All Document Widgets - UI Filters
Steps
  1. Navigate to "myDay" view.
  2. Select any client.
  3. Navigate to the view with the Primary All Documents Widget.
  4. Select a Form from the "Form Name" dropdown.
  5. Validate only that form displays in the "Primary All Documents Widget".
  6. Click "Clear Filters".
  7. Select a date from the 'Document Date" drop down.
  8. Validate only documents with that date ae listed in the "Primary All Documents Widget".
  9. Click "Clear Filters".
Topics
• Widgets • NX • myAvatar NX Only
myAvatar NX 'All Documents' Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.Console Widget Viewer
Scenario 1: All Documents Widget - Verification of Sort/Filter/Display and Client Selection
Specific Setup:
  • This scenario is for Avatar NX systems only
  • Registry Setting 'RADplus->General->-Enable Documentation Views' must be set to 'Y'
  • A Documentation View must exist and assigned to a users view
  • Client record with documents and/or data filed in various forms (ex. 'Vitals Entry', 'Problem List', 'Diagnosis', 'Progress Notes (Group and Individual)')
Steps
  1. From myAvatar home view, select client and navigate to the 'All Documents Widget' view.
  2. Select any value from the 'Select Episode' field if applicable to form/document (ex. 'All Episodes').
  3. Select the 'Documents' tab.
  4. Validate the columns for 'Form Name', 'Document Description', 'Document Date', and 'Document Episode' display as expected.
  5. Validate that only the selected/filtered form or document displays in the 'All Documents Widget'.
  6. Validate the 'Form Name' and 'Document Description' fields are consistent with the value from the 'Clinical Document Viewer' form.
  7. Select any row in the 'Form Name' column.
  8. Validate that the selected record displays in the 'Console Widget Viewer'.
  9. Select any date from the 'Document Date' column filter.
  10. Select the filtered row and validate that the selected record displays in the 'Console Widget Viewer'.
  11. Click [Clear Filters] button.
  12. Select the 'All Note Types' tab.
  13. Select any value from the 'Form Description' column filter (ex. 'Progress Notes (Group and Individual)').
  14. Validate that only the selected form/record displays in the 'Console Widget Viewer'.
  15. Click [Clear Filters] button.
  16. Select the 'All Forms' tab.
  17. Select any value from the 'Form Description' column filter (ex. 'Problem List', 'Diagnosis').
  18. Select any row in the 'Form Description' column.
  19. Validate that the selected record displays in the 'Console Widget Viewer'.
  20. Click [Close All] widget button.
  21. Click [Clear Filters] widget button.
  22. Select different/additional client for view (via 'My Clients' menu and/or client search).
  23. Ensure 'All Documents' widget content is cleared on selection of different/additional client, and does not display document listings/documents from previously selected/active client.
  24. Select form in 'All Documents' widget; ensure that only records/data for currently active/selected client are displayed.
  25. Select existing document/record row in 'All Documents' widget; ensure that record/form for currently active/selected client is displayed.
  26. Switch back to previous/original client for view (via 'My Clients' menu and/or client search).
  27. Ensure 'All Documents' widget content (record listing and/or document viewer) is returned to records/document for original client selection.
  28. Ensure that switching between two or more active/selected clients refreshes the records/documents displayed in 'All Documents' widget to display only records/documents for the currently selected/active client in record listing and/or document viewer.
Topics
• NX
Lab-type order - Non-daily Frequency code
Scenario 1: OE NX - Lab-type order with non-daily 'Frequency Code'.
Specific Setup:
  • A lab-type order code must exist that has "Yes" selected in the 'Require Special/Additional Instructions' field. (Order Code A)
  • A frequency code must have the 'Daily Administration' field set to "Not Daily" and "Monday", "Wednesday", and "Friday" selected in the 'Days Administered' field. This can be done in the 'Frequency Code Setup' form. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry console
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Set the 'Frequency' field to "Frequency Code A".
  4. Click [Custom].
  5. Validate the only days selected are "Monday, Wednesday, and Friday" and click [Save].
  6. Validate the 'Diagnosis' field is directly under the 'Reason' and' 'Reason Text' fields.
  7. Set the 'Duration' field to "2" and click [Days].
  8. Set the 'Addl Instructions' field to "Test text".
  9. Click [Add to Scratchpad].
  10. Select the order in the 'Scratchpad'.
  11. Validate the 'Addl Instructions' field is equal to "Test text".
  12. Click [Add to Scratchpad] and [Sign].
  13. Validate the 'Order grid' contains the order for "Order Code A".
Topics
• Order Entry Console • NX
Avatar NX Report Viewer -Improved Performance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar - Reports
  • Treatment/Discharge Summary
  • Crystal Report Viewer
  • Avatar NX Report Viewer
  • Print Treatment Plan
Scenario 1: Scheduling Calendar: Print Reports (Print Quick Schedule, Print Appointment Reminder, Print Schedule)
Specific Setup:
  • Practitioner must be defined with prior and/or future appointments (Practitioner A).
  • A client must be enrolled in an active episode with at least one scheduled appointment (Client A).
Steps
  1. Access the form 'Scheduling Calendar'.
  2. Click [Reports].
  3. Select "Practitioner" in the 'View Point' field.
  4. In the 'Practitioner' selection field, select all of the desired practitioners.
  5. In the 'Site' selection field, select all of the desired sites.
  6. Set the 'Appointment Start Date' field with the current date.
  7. Set the 'Appointment End Date' field with a date equal to the current date +15 days.
  8. Click [Print Schedule].
  9. Verify the "Avatar Appointment Scheduling Practitioner Schedule" report is displayed in a timely manner, as expected.
  10. Validate the report displays appointments scheduled for the date range, practitioners and sites, as expected.
  11. Validate the Avatar NX Report Viewer version displays the newest version released (ex. "Avatar NX Report Viewer 2021.04.01").
Scenario 2: Avatar NX: Crystal Reports with multiple ODBC connections for cache databases
Specific Setup:
  • A crystal report with multiple ODBC connections (ex. PM, CWS) must exist in the system (ex. 'Treatment/Discharge Summary' form contains, 'Treatment Discharge Summary' report and the 'Referral Letter' report).
  • A report definition report must exist in the system with multiple ODBC Connections (ex. CWS, PM)
  • A client must have data filed in the 'Treatment/Discharge Summary' form in the 'Treatment/Discharge Summary' and 'Referral' sections (Client A).
Steps
  1. Select "Client A" from the 'My Clients' widget and access any form that has a report with multiple ODBC connections (PM, CWS) - (ex. 'Treatment/Discharge Summary').
  2. Select any episode from the 'Select Episode' field.
  3. Select any record from the 'Select Record' field.
  4. Click [Edit].
  5. Validate that a 'Treatment/Discharge Summary' displays stating "This summary is marked as Final. Changes are not allowed. Do you want to continue?".
  6. Click [Yes].
  7. Select the 'Referral' tab.
  8. Validate that a 'Treatment/Discharge Summary' displays stating "This summary is marked as Final. Changes are not allowed".
  9. Click [OK].
  10. Click [Print Referral Letter].
  11. Validate the Crystal Report displays the data for Client A as expected.
  12. Click [Close Report].
  13. Select the 'Treatment/Discharge Summary' tab.
  14. Click [Submit].
  15. Validate that a 'Treatment/Discharge Summary' message is displayed stating "The selected summary was previously marked as Final. Changes are not allowed. Would you like to view the Treatment/Discharge Summary report?".
  16. Click [Yes]
  17. Validate the Crystal Report displays the data for Client A as expected.
  18. Click [Close Report].
Scenario 3: Print a 'Draft' and a 'Final' Treatment plan using the 'Print Treatment Plan' form.
Specific Setup:
  • User must have access to the form 'Print Treatment Plan' in the 'Select Forms for User Access' of the 'Forms and Tables' section of 'User Definition'.
  • A client must exist in an active episode with a Treatment Plan filed in draft and final status (Client A).
Steps
  1. Select 'Client A' and access the 'Print Treatment Plan' form.
  2. Select any value from the 'Select Episode' field.
  3. Select any value from the 'Select Treatment Plan' field.
  4. Select any draft value from the 'Select Client Plan' field.
  5. Click [Print Treatment Plan].
  6. Validate that the report opens in a new window and displays the data as expected.
  7. Click [Close Report].
  8. Select any value from the 'Select Episode' field.
  9. Select any value from the 'Select Treatment Plan' field.
  10. Select any final value from the 'Select Client Plan' field.
  11. Click [Print Treatment Plan].
  12. Validate that the report opens in a new window and displays the data as expected.
  13. Click [Close Report].
Topics
• NX • Report Viewer
Order Entry Console (Orders This Episode section) - Addl Instructions
Scenario 1: OE NX - Create New lab-type order where 'Addl Instructions are required in 'Order Code Setup'
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A 'Frequency Code' must exist where "No" is selected in the 'Require Special/Additional Instructions With This Frequency Code' field. (Frequency Code A)
  • A lab-type order code must exist where "Yes" is selected in the 'Require Special/Additional Instructions' field. (Order Code A)
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Select "Frequency Code A" from the 'Frequency' field.
  4. Set the 'Duration' field to "1" and click [Days].
  5. Validate the 'Addl Instructions' field is required.
  6. Click [Add to Scratchpad].
  7. Validate the 'Scratchpad' contains an order for "Order Code A" with a red flag in the 'Action' column.
  8. Select the order in the 'Scratchpad'.
  9. Set the ''Addl Instructions' field to any value and click [Update Order].
  10. Click [Update Order].
  11. Validate the 'Scratchpad' contains the order for "Order Code A" with no red flag in the 'Action' column.
  12. Click [Sign].
  13. Validate the 'Order grid' contains the order for "Order Code A" with the information entered in 'Addl Instructions'.
Topics
• Order Entry Console • NX
'New Order Search Minimum Characters' Registry setting.
Scenario 1: OE NX - 'OE Console New Order Search minimum characters to initiate search' registry setting validation
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->OE Console New Order Search minimum characters to initiate search' registry setting must be set to "3".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Select the 'Orders This Episode' tab.
  3. Set the 'New Order' field to "a".
  4. Validate a message is displayed under the 'New Order' field that contains: "Type 3 or more characters to search automatically or press Enter to search now".
  5. Set the 'New Order' field to "al".
  6. Validate a message is displayed under the 'New Order' field that contains: "Type 3 or more characters to search automatically or press Enter to search now".
  7. Set the 'New Order' field to "alb".
  8. Validate the 'New Orders' dialog is displayed and contains orders that contain "alb".
  9. Click [Refresh Orders].
  10. Set the 'New Order' field to "xe".
  11. Validate a message is displayed under the 'New Order' field that contains: "Type 3 or more characters to search automatically or press Enter to search now".
  12. Press the "Enter" key.
  13. Validate the 'New Orders' dialog is displayed and contains orders that contain "xe".
  14. Select the 'Home Medications' tab.
  15. Uncheck the 'Client Reported' checkbox.
  16. Select a program from the 'Program' field in the scratchpad.
  17. Set the 'New Order' field to "al".
  18. Validate a message is displayed under the 'New Order' field that contains: "Type 3 or more characters to search automatically or press Enter to search now".
  19. Set the 'New Order' field to "alb".
  20. Validate the 'New Orders' dialog is displayed and contains orders that contain "alb".
  21. Set the 'New Order' field to "xe".
  22. Validate a message is displayed under the 'New Order' field that contains: "Type 3 or more characters to search automatically or press Enter to search now".
  23. Press the "Enter" key.
  24. Validate the 'New Orders' dialog is displayed and contains orders that contain "xe".
  25. Access the 'Registry Settings' form and set the 'Avatar Order Entry->Facility Defaults->Client Profile->->->OE Console New Order Search minimum characters to initiate search' registry setting to "1".
  26. Please log out of the application and log back in.
  27. Select “Client A” and access the Order Entry Console.
  28. Select the 'Orders This Episode' tab.
  29. Set the 'New Order' field to "a".
  30. Validate the 'New Orders' dialog is displayed and contains orders that contain "a".
  31. Access the 'Registry Settings' form and set the 'Avatar Order Entry->Facility Defaults->Client Profile->->->OE Console New Order Search minimum characters to initiate search' registry setting to "5".
  32. Please log out of the application and log back in.
  33. Select “Client A” and access the Order Entry Console.
  34. Select the 'Orders This Episode' tab.
  35. Set the 'New Order' field to "a".
  36. Validate a message is displayed under the 'New Order' field that contains: "Type 5 or more characters to search automatically or press Enter to search now".
  37. Set the 'New Order' field to "albu".
  38. Validate a message is displayed under the 'New Order' field that contains: "Type 5 or more characters to search automatically or press Enter to search now".
  39. Set the 'New Order' field to "albut".
  40. Validate the 'New Orders' dialog is displayed and contains orders that contain "albut".
Topics
• Order Entry Console • NX
Form Designer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Import Client Picture (PM)
  • Form Designer (PM)
  • PM_Modeled_Form
  • Signature Dialog
Scenario 1: Form Designer - Validate display of fields containing "Radio" or "Control" buttons
Specific Setup:
  • Have a form [FormA], that contains fields that include "Radio" and/or "Control" button type fields. For example, a "Modeled" form.
  • For this test [FormA] contains the following field types types:
  • [FieldA] - "Single-Select Dictionary field"
  • [FieldB] - "Picture" field
  • [FieldC]- "Signature" field
  • Have access to form "Form Designer"
  • Have a picture, type "JPEG", that can be imported as client picture. [PicA]
Steps
  1. Open [FormA]
  2. Navigate to [FieldA]
  3. Validate the radio button values for [FieldA] are present on the form
  4. Click each radio button value
  5. Validate each button can be selected as expected
  6. Navigate to [FieldB]
  7. Click [Acquire Image] button
  8. Navigate to the folder containing [PicA] and select the file
  9. Validate the picture is populated in the "Client Picture" field as expected
  10. Click [Clear Image] button
  11. Validate the picture is removed from "Client Picture" field as expected
  12. Click [Restore Image]
  13. Validate the picture is re-populated in the "Client Picture" field as expected
  14. Navigate to [FieldC]
  15. Click the [Signature] button
  16. In the "Signature" dialog box, enter a signature
  17. Click [Clear]
  18. Validate the signature is cleared
  19. Click [Cancel]
  20. Validate the dialog is cleared
  21. Click the [Signature] button
  22. In the "Signature" dialog box, enter a signature
  23. Click [OK]
  24. Validate the "Signature" field is populate as expected
  25. Submit the form
  26. Return to the form
  27. Validate [FieldA], [FieldB] and [FieldC] are populate as expected
  28. Open "Form Designer"
  29. Navigate to [FieldA]
  30. Make a form designer change to the field. For example, re-size or move the field
  31. Navigate to [FieldB]
  32. Make a form designer change to the field. For example, re-size or move the field
  33. Navigate to [FieldC]
  34. Make a form designer change to the field. For example, re-size or move the field
  35. Submit the form
  36. Open [FormA]
  37. Validate the changes made to [FieldA] are displayed as expected
  38. Validate the changes made to [FieldB] are displayed as expected
  39. Validate the changes made to [FieldC] are displayed as expected
  40. Repeat Steps 2 thru 27
  41. Validate results are as expected
Topics
• RADplus Utilities • NX • Form Designer
Form submission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Risk Assessment TM
  • Client Ledger
Scenario 1: Ambulatory Progress Note - New Service
Specific Setup:
  • A client is enrolled in an outpatient episode (Client A).
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select "New Service" in the 'Progress Note For' field.
  3. Populate all required and desired fields.
  4. Click "Final" multiple times in the 'Draft/Final' field.
  5. Click [Submit] multiple times.
  6. Access the 'Client Ledger' form.
  7. Enter "Client A" in the 'Client ID' field.
  8. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  9. Select "Simple" in the 'Ledger Type' field.
  10. Select "Yes" in the 'Include Zero Charges' field.
  11. Click [Process].
  12. Validate the 'Client Ledger Report' contains one generated service from the new service note.
  13. Close the report and the form.
Topics
• Forms • NX • myAvatar/myAvatar NX
Staff Entity Forms - Staff Header
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • TO DO'S
  • Review To Do Item
  • Individual Progress Note
  • Staff Assessment
  • Practitioner Enrollment
Scenario 1: Client / Staff To Do's - Keeping the client and staff in context when opening the To Do.
Specific Setup:
  • Two clients must be admitted to an active episode with a draft form filed.
  • A staff based form must exist in the system (ex. Staff Assessment).
Steps
  1. Navigate to the 'My To Do's' widget.
  2. Select the To Do for "Client A"
  3. Click [Review To Do Item].
  4. Validate that the 'To Do Information' field contains the data for "Client A".
  5. Check the 'Reviewed - Set To Do Item' field.
  6. Click [Submit].
  7. Navigate to the 'My To Do's' widget.
  8. Select the To Do for "Client A".
  9. Click [Form To Do (ex. Progress Note)].
  10. Validate that the draft form opens with the client in context and the data is populated as expected.
  11. Complete the required fields.
  12. Select any value from the 'Draft/Final' field.
  13. Click [Submit Note].
  14. Navigate to the 'My To Do's' widget.
  15. Click the [Staff Form To Do].
  16. Validate that the draft form opens for the selected staff member and the data is populated as expected.
  17. Click [Submit].
  18. Click [Close To Do's].
Scenario 2: Staff In Context - Banner of Staff Entity Forms
Specific Setup:
  • A staff entity based assessment or form must exist in the system
  • User must have access to the 'Practitioner Enrollment' form.
  • At lease (2) staff members must be configured in the 'Practitioner Enrollment' form (Staff A and Staff B).
Steps
  1. Access the 'Practitioner Enrollment' form.
  2. Set the 'Select Staff' field to any staff member (Staff A).
  3. Fill out the required fields.
  4. Validate that the 'Staff Header' displays the correct information for Staff A.
  5. Access another instance of the 'Practitioner Enrollment' form.
  6. Set the 'Select Staff' field to any staff member (Staff B).
  7. Validate that the 'Staff Header' displays the correct information for Staff B.
  8. Fill out the required fields.
  9. Switch back and forth between the different Staff Member's Practitioner Enrollment forms.
  10. Validate that the 'Staff Header' displays the appropriate information for each staff member.
  11. Click [Submit].
  12. Access the 'Staff Assessment' form.
  13. Set the 'Select Staff' field to any staff member (Staff A).
  14. Click [Add].
  15. Fill out the required fields.
  16. Access another instance of the 'Staff Assessment' form.
  17. Set the 'Select Staff' field to any staff member (Staff B).
  18. Fill out the required fields.
  19. Switch back and forth between the different Staff Member's 'Staff Assessment' forms.
  20. Validate that the 'Staff Header' displays the appropriate information for each staff member.
  21. Click [Submit].
Topics
• To-Do's • NX • Practitioner Enrollment