Avatar NX Update 2022.12.00 Acceptance Tests

AV-61312 Summary | Details

Client Header - Allergies

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Allergies and Hypersensitivities

Scenario 1: Allergies and Hypersensitivities - Client Header

Specific Setup:

The 'Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated' registry setting must be set to "N".
The 'Require Reaction Severity' 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 be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A)

Steps

Select "Client A" and access the 'Allergies and Hypersensitivities' form.
Validate the 'Client Header' displays "Allergies (0)".
Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
Click [Update] and [New Row].
Create a food allergy for "SHELLFISH (MDX-2891)" and click [Save].
Validate the 'Known Food Allergies' field is set to "Yes".
Select "No" in the 'Known Medication Allergies' field.
Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field and click [Submit].
Select "Client A" and access the 'Allergies and Hypersensitivities' form.
Validate the 'Client Header' displays:
Allergies (1) with a red icon
Allergies Reviewed=Yes (current date)
No Known Med Allergies
1) SHELLFISH - Confirmed
Click [Update] and [New Row].
Set the 2nd 'Allergen/Reactant' field to "Amoxicillin" and press Tab.
Create a drug allergy "AMOXICILLIN (MDX-376) (RxNorm=723)".
Set the 'Status' field for the Shellfish allergy to "Inactive" and click [Save].
Validate the 'Known Medication Allergies' field is set to "Yes".
Select "No" in the 'Known Food Allergies' field.
Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit].
Access the 'Allergies and Hypersensitivities' form for "Client A".
Validate the 'Client Header' displays:
Allergies (1) with a red icon
Allergies Reviewed=Yes (current date)
No Known Food Allergies
1) AMOXICILLIN - Confirmed
Click [Update].
Set the 'Status' field for the Amoxicillin allergy to "Inactive" and click [Save].
Select "No" in the 'Known Medication Allergies' field.
Select "Yes" in the 'Allergies/Hypersensitivities Reviewed' field.
Click [Submit].
Validate the 'Client Header' displays:
Allergies (0)
Allergies Reviewed=Yes (current date)
No Known Med or Food Allergies

Scenario 2: Validate form access in the Client Header

Specific Setup:

A client must be admitted into an active episode and have 100 allergies on file (Client A).
There must be two users:
A user that is logged in and has full access to forms (User A).
A user that does not have access to the 'Allergies and Hypersensitivities' form (User B).
The users' myDay view must be configured to include the Client Information header (View A).

Steps

Select "Client A" and navigate to "View A".
Hover over the 'Allergies (100)' link in the 'Client Header'.
Validate a flyover displays fifteen allergies listed and 85 more.
Click the 'Allergies (100)' link.
Validate a menu displays and the user can scroll through all the allergies.
Close the menu.
Click edit icon.
Validate the 'Allergies and Hypersensitivities' form opens.
Validate the edit icon no longer displays in the 'Client Header'.
Discard the form.
Select "Client A" and launch the 'Client Dashboard'.
Validate the 'Client Dashboard' displays as expected.
Hover over the 'Allergies (100)' link in the 'Client Header'.
Validate a flyover displays fifteen allergies listed and 85 more.
Click the 'Allergies (100)' link.
Validate a menu displays and the user can scroll through all the allergies.
Close the menu.
Click edit icon.
Validate the 'Allergies and Hypersensitivities' form opens.
Validate the edit icon no longer displays in the 'Client Header'.
Discard the form.
Log out.
Log in as "User B".
Select "Client A" and navigate to "View A".
Validate the edit icon does not display in the 'Client Header'.
Validate a flyover displays fifteen allergies listed and 85 more.
Click the 'Allergies (100)' link.
Validate a menu displays and the user can scroll through all the allergies.
Close the menu.
Launch the 'Client Dashboard'.
Validate the edit icon does not display in the 'Client Header'.
Hover over the 'Allergies (100)' link in the 'Client Header'.
Validate a flyover displays fifteen allergies listed and 85 more.
Click the 'Allergies (100)' link.
Validate a menu displays and the user can scroll through all the allergies.
Close the menu.

Topics

• Allergies and Hypersensitivities • NX

AV-79206 Summary | Details

Avatar NX - Signatures

Scenario 1: Progress Notes (Group and Individual) - obtain signature

Specific Setup:

The 'Progress Notes (Group and Individual)' form must have a signature field.
A client must be enrolled in an existing episode (Client A).

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Click [Sign] in the 'Signature' field.
Validate the 'Please Sign On Signature Pad' dialog is displayed.
Sign very small on the signature pad.
Validate the signature is scaled larger in the dialog.
Click [OK].
Validate the 'Signature' field contains the signature.
Disconnect the signature pad.
Click [Sign] in the 'Signature' field.
Validate the 'Please Sign Below' dialog is displayed.
Use the mouse to sign in the dialog box.
Validate the dialog contains the signature.
Click [OK].
Validate the 'Please Sign Below' dialog is no longer displayed.
Validate the 'Signature' field contains the new signature.
Select "Final" in the 'Draft/Final' field.
File the note.

Topics

• NX • Progress Notes

AV-79534 Summary | Details

Avatar NX - 'Disclosure Management'

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Disclosure Management

Scenario 1: Disclosure Management - Form Validations

Specific Setup:

In the 'View Attachment Types field on the 'Disclosure Management Configuration' form, select various modeled and product form type attachments to include for requesting and authorizing document images for disclosure.
In the product and modeled forms selected in the previous step, have documents generated for a client in multiple episodes (Client A).
The 'Sort Episodes by Admission Date' registry setting must be enabled.

Steps

Select "Client A" and access the 'Disclosure Management' form.
Enter a date in the 'Request Date' field.
Enter a date in the 'Request Information Start Date' field.
Enter a date in the 'Request Information End Date' field.
In the 'Requested Episode(s)' field, validate all episodes are listed and displayed in a readable format.
Select the desired episodes to include.
Select the desired items in the 'Requested Chart Items' field.
Select the desired documents in the 'Requested Document Images' field.
Enter an organization name in the 'Organization' field.
Go to the 'Authorization' section.
Select "Yes" in the 'Signed Authorization On File' field.
Enter a date in the 'Authorization Start Date' field.
Enter a date in the 'Authorization End Date' field.
Validate all episodes are listed and displayed in a readable format in the 'Authorization Episode(s)' field.
Select desired episodes to include in the 'Authorization Episode(s)' field.
Click [Update Chart Items Authorized For Disclosure].
Validate all items are set to "Yes" in the 'Authorized' field.
Click [Save].
Click [Refresh Chart Items].
Click [Update Document Images Authorized for Disclosure].
Validate all items are set "Yes" in the 'Authorized' field.
Click the [Save].
Click [Refresh Document Images].
Go to the 'Disclosure' section.
Enter a date in the 'Disclosure Date' field
Enter a time in the 'Disclosure Time' field.
Select "Electronic" in the 'Disclosure Method' field.
Click [Process].
Validate the items list in the 'Disclosure Management' panel are as expected.
Select the item and click [View].
Validate the documents displays as expected.
Click [Disclose].
Validate the disclosure displays as expected and 'Save' displays.
Click [Save].
Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [OK].
Validate the file downloads.
Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [Cancel].
Validate a dialog stating: "Filing cancelled." and click [OK].
Click [Save].
Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [Cancel].
Validate nothing downloads.
Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [OK].
Validate the form closes.

Topics

• Disclosure • NX

AV-80002 Summary | Details

Avatar NX - Form Return

Scenario 1: Recurring Client Charge Input - Validation

Specific Setup:

A client is defined (Client A).

Steps

Access the 'Recurring Client charge Input' form.
Click [T] in the 'From Date' field and validate the current date is populated.
Click the up arrow button in the 'From Date' field.
Validate a message is displayed stating: "Future Dates Not Permitted."
Click [OK].
Validate the 'From Date' field contains the current date.
Click [T] in the 'Through Date' field and validate the current date is populated.
Select the desired value in the 'Exclude Weekends' field.
Select the desired date(s) in the 'Select Dates' field.
Click the "Client Charge Input" section.
Validate the 'Date Of Service' field contains the current date.
Click the up arrow button in the 'Date Of Service' field.
Validate a message is displayed stating: Future date is not permitted in the 'Date Of Service' field.
Click [OK].
Validate the 'Date Of Service' field contains the current date.
Enter "Client A" in the 'Client ID' field.
Enter any service code in the 'Service Code' field.
Enter any practitioner in the 'Practitioner' field.
Populate any desired fields.
Click [Submit].
Validate a 'Form Return' dialog stating: "Recurring Client Charge Input has completed. Do you wish to return to form?"
Click [Yes].
Validate the user is taken back to the first section of the 'Recurring Client Charge Input' form and the previously entered data displays.
Close the form.

Topics

• Client Charge Input • NX

AV-80412 Summary | Details

Avatar NX - User Modeled Forms

Scenario 1: Validate dictionaries display in modeled forms

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A user modeled form must exist that is configured with HTML (Form A).

Steps

Select "Client A" and access 'Form A'.
Validate the fields display as expected.
Close the form.

Topics

• Modeling • NX

AV-81951 Summary | Details

System Codes - Widgets

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Console Widget Viewer
Document Capture

Scenario 1: 'All Documents' widget - validate the correct documents display for sub-system code

Specific Setup:

Perceptive must be installed and enabled.
A user must be defined (User A). "User A" must be currently logged into the root system code.
A document must exist for import.
A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
A sub-system code must exist that limits episode access (Sub-System Code A).
The 'Prevent Non-Episodic Document Capture' registry setting must be blank.
A client must be admitted in an inpatient and outpatient episode (Client A).

Steps

Select "Client A" and access the 'Client Dashboard'.
Using 'Document Capture', scan or import in a document.
Select "Non-episodic" in the 'Episode' field.
Capture and save the document.
Navigate to the 'All Documents' view.
Validate the newly imported non-episodic document is present and select it.
Validate the 'Console Widget Viewer' displays the document.
Click [Close All].
Open the client's dashboard.
Using 'Document Capture', scan or import in a document.
Select an outpatient episode in the 'Episode' field.
Validate the correct Episode displays in the 'Document Properties' field.
Capture and save the document.
Navigate to the "All Documents" view.
Select "All Episodes" in the 'Episode' field.
Refresh the 'All Documents' widget.
Validate the newly imported episodic document is present and select it.
Validate the 'Console Widget Viewer' displays the document.
Log out.
Login to "Sub-System Code A" as "User A".
Select "Client A" and navigate to the 'All Documents' view.
Validate the non-episodic document is present and select it.
Validate the 'Console Widget Viewer' displays the document.
Validate the 'Episode' field does not contain an outpatient episode.
Validate the episodic document from the previous steps is not present in the 'All Documents' widget.

Topics

• All Documents Widget • NX

AV-82002 Summary | Details

Import Reports - 'Select Import Type' field

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Import Reports (PM)

Scenario 1: Import Reports - Field Validation

Specific Setup:

A Valid report file(.RPT) should exist in the system.

Steps

Access the 'Import Reports' form.
Select "Import Report as Form" in the 'Select Import Type' field.
Populate the required fields.
Click [Select Report for Import].
Select the desired report file.
Select "Import Report for Command Button Launch" in the 'Select Import Type' field.
Validate a message is displayed stating: Import Report as Option' and 'Import Report for Command Button Launch' cannot both be selected.
Click [OK].
Validate the 'Select Import Type' field is enabled and only "Import Report as Form" is selected.
Validate all other populated data is still displayed.
Select "Import Report for Document Routing" in the 'Select Import Type' field.
Select "Update Existing Report" in the 'New or Existing Report' field.
Select desired existing report in the 'Existing Report' field.
Select "Import Report for Command Button Launch" in the 'Select Import Type' field.
Validate a message is displayed stating: Import Report as Option' and 'Import Report for Command Button Launch' cannot both be selected.
Click [OK].
Validate the 'Select Import Type' field is enabled and only "Import Report as Form" and "Import Report for Document Routing" are selected.
Validate all other populated data is still displayed.
Click [Submit].

Topics

• Crystal Report Template • NX

AV-83421 Summary | Details

OE NX - Orders This Episode - Order Group

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Group Setup
Orders This Episode

Scenario 1: New Orders - Taper/Titration order group without Start Date offset - first 2 rows contain a 'Duration'

Specific Setup:

An order group must exist where the 'Taper/Titration Series Of Orders' check box is checked off and the 'For A Taper/Titration Series Of Orders, Use Start Date Offset' is set to "No". (Order Group A)
Order Group A must have 4 rows and all rows must have a 'Dose', 'Dose Unit', 'Frequency' and the first two orders must have a "5" Day 'Duration' and last two orders should not have a duration.
A client must have an active episode whose program or unit is not configured in the 'External Pharmacy Setup' form. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Search for and select "Order Group A" in the 'New Order' field.
Validate that the 'Taper/Titration' dialog is displayed.
Validate that the 'Order Group Start Date' field contains the current date.
Validate that the 'Start Time' field contains the current time.
Validate that there are 4 rows.
Click [Select All].
Validate that all 4 rows are expanded to show additional fields.
Validate that the 'Start Date' field for row 1 contains the current date.
Validate that the 'Start Time' field for row 1 contains the current time.
Validate that the 'Start Date field for row 2 contains a date that is 5 days in the future of the 1st row's 'Start Date'.
Validate that the 'Start Time' field for row 2 contains the current time.
Validate that the 'Start Date' field for row 3 contains a date that is 5 days in the future of the 2nd row's 'Start Date'.
Validate that the 'Start Time' field for row 3 contains the current time.
Validate that the 'Start Date field for row 4 contains no value
Validate that the 'Start Time' field for row 4 contains no value
Click [Add to Scratchpad]
Validate that orders 1 and 2 do not contain a red flag in the 'Action' column of the 'Scratchpad'.
Validate that orders 3 and 4 do contain a red flag in the 'Action' column of the 'Scratchpad'.
Select order 3.
Enter a "5" in the 'Duration' field and select [Days].
Click [Update Order].
Validate that the 'Action' column for order 3 does not contain a red flag.
Select order 4.
Enter a "5" in the 'Duration' field and select [Days].
Set the 'Start Date' field to the same value of order 3's 'Stop Date'.
Set the 'Start Time' field to the current time.
Validate that the 'Stop Date' contains a value that is 5 days in the future of the 'Start Date'.
Validate that the 'Stop Time' contains a value that is one minute prior to the 'Start Time'.
Click [Update Order].
Validate that the 'Action' column for order 4 does not contain a red flag.
Click [Sign].
Validate that the 'Order grid' 4 new orders.

Scenario 2: Order Group - Order Code Default Checked In Order Group

Specific Setup:

An order group must exist with multiple order codes and at least one order code that has 'Default To Selected When Selecting Orders From Order Group' set to "Yes" 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’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Uncheck the defaulted order code and select any other order code.
Click [Add to Scratchpad].
Validate only the selected order has been added to the scratchpad.
Select the order and fill out any required fields.
Click [Update Order] and [Sign].

Topics

• NX • Order Entry Console

AV-83704 Summary | Details

Task List - Refresh Button

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Nursing Caseload Assignment

Scenario 1: Task List - Search for Patient outside of Caseload

Specific Setup:

A client must exist outside of the logged in user's caseload. (Client A)
A unit must exist with clients. (Unit A)

Steps

Access the 'Nursing Caseload Assignment' form.
Select "Unit A" from the 'Select Clients From Unit' field.
Validate the 'Select Clients To Include In Current Caseload' field contains "Client A".
Validate the 'Current Caseload' field does not contain "Client A".
Select a few clients not including “Client A” and click [Move Selected Clients To Current Caseload].
Click [Submit]
Access the 'Task List' widget.
Validate that while data is loading the 'Refresh Tasks' button shows "Loading..." and is disabled.
Validate that after all data is finished loading, the 'Refresh Tasks' button is enabled and shows "Refresh Tasks".
Validate the caseload is listed in ascending order by unit/room/bed
Search for and select "Client A" from the 'Search Patients' field.
Validate that while data is loading the 'Refresh Tasks' button shows "Loading..." and is disabled.
Validate that after all data is finished loading, the 'Refresh Tasks' button is enabled and shows "Refresh Tasks".
Validate that "Client A" is the only patient visible in the 'Task List' widget.
Click the “x” in the ‘Search Patients’ field.
Validate that while data is loading the 'Refresh Tasks' button shows "Loading..." and is disabled.
Validate that after all data is finished loading, the 'Refresh Tasks' button is enabled and shows "Refresh Tasks".
Validate the caseload refreshes to the default view.

Scenario 2: Task List - Filter Task List widget to view patients by Unit

Specific Setup:

A unit must exist that contains several clients. (Unit A)

Steps

Access the 'Nursing Caseload Assignment' form.
Select "Unit A" from the 'Select Clients From Unit' field.
Validate several clients are displayed in the 'Select Clients To Include In Current Caseload' field and click [Discard].
Validate a dialog is displayed that states: "Are you sure you want to Close without saving?" and click [Yes].
Access the 'Task List' widget.
Select "By Unit" from the 'View' field.
Validate that while data is loading the 'Refresh Tasks' button shows "Loading..." and is disabled.
Validate that after all data is finished loading, the 'Refresh Tasks' button is enabled and shows "Refresh Tasks".
Select "Unit A" from the 'Unit' field.
Validate that while data is loading the 'Refresh Tasks' button shows "Loading..." and is disabled.
Validate that after all data is finished loading, the 'Refresh Tasks' button is enabled and shows "Refresh Tasks".
Validate all clients from "Unit A" are displayed in the Task List view.

Topics

• NX

AV-83717 Summary | Details

Avatar NX - Search fields

Scenario 1: Diagnosis - Add new / Add to Problem List

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A practitioner must be defined (Practitioner A).

Steps

Select "Client A" and access the 'Diagnosis' form.
Click [Add] if present.
Select any value for the 'Type of Diagnosis' field.
Enter the desired values for the 'Date of Diagnosis' and 'Time of Diagnosis' fields.
Click [New Row].
Enter any value in the 'Diagnosis Search' field and press the 'Enter' key.
Validate "Powered By IMO Terminology" displays under the search results.
Select a diagnosis that has an associated SNOMED code.
Enter "Practitioner A" in the 'Diagnosing Practitioner' field.
Press the down arrow key to focus on "Practitioner A" and press the 'Enter' key.
Validate the 'Diagnosing Practitioner' field contains "Practitioner A".
Populate any desired and required fields.
Select "Yes" in the 'Add to Problem List' field.
Submit the form.
Access the 'Problem List' form.
Click [Enter Problems].
Validate the new diagnosis is included.
Click [View - DSM/IDC Code].
Validate a dialog opens with the DSM/IDC code data for the problem.
Close out of the dialog.
Click [View - System Notes].
Validate the dialog displays the user information for the problem.
Close out of the dialog.
Click [Close/Cancel].
Close the form.

Scenario 2: 'Results Entry' - Add/Edit Results

Specific Setup:

A client is enrolled in an existing episode (Client A).
A diagnostic code must be defined (Code A).

Steps

Select "Client A" and access the 'Results Entry' form.
Select "Add" in the 'Add/Edit/Delete Result' field.
Populate all required and desired fields.
Enter any value in the 'Diagnostic Code' field.
Validate the 'Select Order' button does not overlap the search results and select the desired value.
Press the down arrow key to focus on "Code A" and press the 'Enter' key.
Validate the 'Diagnostic Code' field contains "Code A".
Click [File Header Info].
Validate a message is displayed stating: Header information filed.
Click [OK].
Select "Edit" in the 'Add/Edit/Delete Result' field.
Click [Select Result].
Select the result filed in the previous steps from the 'Select Result' dialog and click [OK].
Validate all previously filed data is displayed.
Update any desired fields.
Click [File Header Info].
Validate a message is displayed stating: Header information filed.
Click [OK] and [Exit Option].

Topics

• Diagnosis • NX • Results Entry

AV-83840 Summary | Details

Avatar NX - Data Import

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Data Import (PM)

Scenario 1: Data Import - validate functionality when errors occur

Specific Setup:

A file containing errors must exist for import (File A).

Steps

Access the 'Data Import' form.
Click [Select Data Import File].
Validate a dialog stating: "Warning!! The file upload process may take a few minutes to process." and click [OK].
Select "File A" and click [Open].
Validate the 'Select Data Import File' button is disabled.
Click [Validate Data Import File].
Validate a 'Confirm' dialog stating: "There are 1 or more errors within the file import." and click [OK].
Validate the error(s) display in the 'Errors and Warnings' field.
Validate the 'Validate Data Import File' button is disabled.
Click [Download Data Import Error/Warning File].
Validate the file downloads and the 'Download Data Import Error/Warning File' button is disabled.
Close the form.

Topics

• Data Import • NX

AV-84013 Summary | Details

Avatar NX - 'My To Do's' widget

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Approver Override
Reassign To Do Item
Registry Settings (PM)
Review To Do Item

Scenario 1: Undocked Form - Signing off on documents in the 'My To Do's' widget

Specific Setup:

Two clients must be enrolled in an existing episode (Client A) and (Client B).
A user is a staff member and has the 'My To Do's' widget on their myDay view (User A).
"User A" is defined with an associated staff member and logged in.
Another user must be defined (User B).
"Client A" must and have a progress note routed to "User A" for approval.
Document routing must be enabled for the 'Individual Progress Note' form.
Please note: This is for Avatar NX systems.

Steps

Access the undocked 'Individual Progress Note' form.
Validate the undocked 'Individual Progress Note' form opens.
Switch to the myDay view.
Navigate to the 'My To Dos' widget.
Navigate to the 'Document to Sign' for "Client A" and click [Review].
Switch to the undocked 'Individual Progress Note' form.
Select "Client B" in the 'Select Client' field.
Populate all required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for the current user/staff member as the Author.
Click [Sign and Route].
Enter the password associated with the logged in user and click [Verify].
Validate the 'Route Document To' dialog is displayed.
Select the "User A" as the 'Approver'.
Click [Submit].
Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
Click [OK]
Switch to the 'Documents to Review' window.
Validate a 'Confirm' dialog stating "There are one or more items within your Workflow Management To Do List."
Click [OK].
Click [Accept] and [Sign].
Enter the password and click [Verify].
Validate the 'Documents to Review' window closes.
Validate the To-Do is no longer displayed for "Client A".
Validate the To-Do is displayed for "Client B".
Validate the 'Ellipsis' displays.
Click this and validate a menu.
Select "Create Note to Self" from the menu.
Validate a 'Note to Self' dialog and type any value in the 'Create a new note' field.
Click [OK].
Verify the icon is a check box.
Mouse over the icon and validate the note displays.
Click the 'Ellipsis' and select "Re-Assign To Do" from the menu.
Validate a 'Continue?' dialog stating: "This to-do cannot be re-assigned with the "Reassign To-Do Item" form, continuing will open "Approver Override" and click [OK].
Validate the 'Approver Override' form displays with the data from the note.
Click [Update Approvers].
In the 'Route Document To' dialog, deselect "User A" as an approver in the approver list.
In the 'Add Approver' field search for "User B" and then click [Add] to add the user to approver list.
Click [Submit].
Close the form.
Validate the To-Do for "Client B" no longer displays.
Click [Change].
Validate a 'Select Staff' dialog.
Select "User B" and click [OK].
Validate the To-Do's display for "User B" and the to do for "Client B" is present.
Click [Review].
Click [Accept] and [Sign].
Enter the password and click [Verify].
Validate the 'Documents to Review' window closes.
Close the To Do's.
Switch to the undocked 'Individual Progress Note' form.
Close the form.

Scenario 2: Validate the 'Allow Users to Reassign To Do List Items' registry setting

Specific Setup:

The 'Allow Users to Reassign To Do List Items' registry setting must be disabled.
There must be two users:
A user must have the 'My To Do's' widget configured on a view with various To Do's awaiting approval (User A).
"User A" must be logged in.
A user must have the 'My To Do's' widget configured on a view (User B).
Various To Do's must include:
Approve Document (To Do A)
Review Results (To Do B)
Review To Do Item (To Do C)

Steps

Navigate to the 'My To Do's' widget.
Validate "To Do A", "To Do B", and "To Do C" display.
Validate the 'Ellipsis' displays.
Click this and validate 'Reassign To Do' is disabled.
Select "Create Note to Self" from the menu.
Validate a 'Note to Self' dialog and type any value in the 'Create a new note' field.
Click [OK].
Verify the icon is a check box.
Mouse over the icon and validate the note displays.
Access the 'Registry Settings' form.
Enter "allow users to reassign to do" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Enter "Y" in the 'Registry Setting Value' field.
Click [Submit].
Validate a 'Registry Editor Filing' dialog and click [OK], and [No].
Navigate to the 'My To Do's' widget.
For "To Do A", click the 'Ellipsis' and select "Reassign To Do" from the menu.
Validate a 'Continue?' dialog stating: "This to-do cannot be re-assigned with the "Reassign To-Do Item" form, continuing will open "Approver Override" and click [OK].
Validate the 'Approver Override' form displays.
Click [Update Approvers].
In the 'Route Document To' dialog, deselect "User A" as an approver in the approver list.
In the 'Add Approver' field search for "User B" and then click [Add] to add the user to approver list.
Click [Submit].
Close the form.
Validate "To Do A" no longer displays.
For "To Do B", click the 'Ellipsis' and select "Reassign To Do" from the menu.
Validate the 'Reassign To Do Item' form launches.
Enter "User B" in the 'Select User to Reassign To Do Item to' field.
Click [Submit].
Validate "To Do B" no longer displays.
For "To Do C", click the 'Ellipsis' and select "Reassign To Do" from the menu.
Validate the 'Reassign To Do Item' form launches.
Enter "User B" in the 'Select User to Reassign To Do Item to' field.
Click [Submit].
Validate "To Do B" no longer displays.
Log out and log in as "User B".
Navigate to the 'My To Do's' widget.
Validate "To Do A", "To Do B", and "To Do C" display.
Click [Review] for "To Do A".
Validate the to do displays as expected in the 'Document Preview'.
Click [Accept] and [Sign].
Enter the password and click [Verify].
Validate "To Do A" no longer displays.
Click [Review Results] for "To Do B".
Validate the results display as expected in the 'Results to Review'.
Click the 'Client Reviewed' checkbox.
Click [Mark Reviewed].
Enter any value in the 'Notes' field.
Click [Save].
Validate "To Do B" no longer displays.
Click [Review To Do Item] for "To Do C".
Validate the 'Review To Do Item' form opens and displays as expected.
Click [Reviewed] and [Submit].
Validate "To Do C" no longer displays.
Close the To Do's.

Topics

• NX • Progress Notes • ToDo's • To-Do's

AV-84060 Summary | Details

Avatar NX - Treatment Plan

Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality

Specific Setup:

Client must be admitted to an active episode. (Client A).
Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled.
Please note: Avatar CWS 2022 Update 55 introduces the "Service Mode", "Place of Service", "Amount", and "Agency and Staff Responsible" field in the 'Assigned Services' grid. Avatar NX 2022.09.00 build provides support.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Add].
Set the 'Plan Date' field to the current date.
Select any value in the 'Plan Type' field.
Select any value from 'Problem List'.
Enter any value in the 'Strengths' field.
Enter any value in the 'Weakness' field.
Enter any value in the 'Discharge Planning' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Select the problem from the 'Tree View'.
Select any value from the 'Status' field.
Validate all the fields display as expected.
Add a 'Goal' and 'Objective' if desired and validate the fields display as expected.
Click [Add New Intervention].
Enter any value in the 'Intervention' text field.
Select any value from the 'Status' field.
Click [Add Service] in the 'Assigned Services' field.
Populate the 'Service Program' field.
Enter a search value in the 'Service Code' field to bring up the listing of service code values.
Select any service code.
Validate the service code field is populated as expected in the 'Service Code' field.
Select any value in the 'Frequency' field.
Select any value in the 'Duration' field.
Select any value in the 'Service Mode' field.
Select any value in the 'Place of Service' field.
Enter any value in the 'Amount' field.
Enter and value in the 'Agency and Staff Responsible' field.
Click [Add Service] in the 'Assigned Services' field.
Populate all desired fields.
Click [Return To Plan].
Click [Submit].
Validate the plan submits successfully.
Select "Client A" and access the 'Treatment Plan' form.
Click to edit the row just submitted.
Click [Launch Plan].
Click the 'Interventions' item on the plan tree.
Click [Add New Intervention].
Enter any value in the 'Intervention' text field.
Select any value from the 'Status' field.
In the 'Assigned Services' grid, click [Copy Service].
In the 'Add Services From Other Intervention's' dialog, choose the service added in the intervention previous submitted.
Click [Copy].
Validate the 'Assigned Services' grid columns are populated with the service information, as expected.
Click [Copy Service].
Validate the service previously copied is disabled and select the remaining service.
Validate the services display as expected and neither are duplicated.
Select the 'Assigned Services' row just added.
Click the [Delete Service] button.
Validate the service row is removed from the 'Assigned Services' grid, as expected.
Click [Return to Plan].
Click [Submit].
Validate the plan submits successfully.

Scenario 2: Treatment Plan Copy (Interventions) - "Assigned Services" grid functionality

Specific Setup:

Client must be admitted to an active episode. (Client A).
Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled.
A copy must exist of the 'Treatment Plan' form (Treatment Plan Copy).

Steps

Select "Client A" and access the 'Treatment Plan Copy' form.
Click [Add].
Set the 'Plan Date' field to the current date.
Select any value in the 'Plan Type' field.
Select any value from 'Problem List'.
Enter any value in the 'Strengths' field.
Enter any value in the 'Weakness' field.
Enter any value in the 'Discharge Planning' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Select the problem from the 'Tree View'.
Select any value from the 'Status' field.
Validate all the fields display as expected.
Add a 'Goal' and 'Objective' if desired and validate the fields display as expected.
Click [Add New Intervention].
Enter any value in the 'Intervention' text field.
Select any value from the 'Status' field.
Click [Add Service] in the 'Assigned Services' field.
Populate the 'Service Program' field.
Enter a search value in the 'Service Code' field to bring up the listing of service code values.
Select any service code.
Validate the service code field is populated as expected in the 'Service Code' field.
Select any value in the 'Frequency' field.
Select any value in the 'Duration' field.
Click [Return To Plan].
Click [Submit].
Validate the plan submits successfully.
Select "Client A" and access the 'Treatment Plan Copy' form.
Click to edit the row just submitted.
Click [Launch Plan].
Click the 'Interventions' item on the plan tree
Click [Add New Intervention].
Enter any value in the 'Intervention' text field.
Select any value from the 'Status' field.
In the 'Assigned Services' grid, click [Copy Service].
In the 'Add Services From Other Intervention's' dialog, choose the service added in the intervention previous submitted.
Click [Copy].
Validate the 'Assigned Services' grid columns are populated with the service information, as expected.
Select the 'Assigned Services' row just added.
Click the [Delete Service] button.
Validate the service row is removed from the 'Assigned Services' grid, as expected.
Click [Return to Plan].
Click [Submit].
Validate the plan submits successfully.

Topics

• NX • Treatment Plan

AV-84253 Summary | Details

Treatment Plan - Tree View

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Treatment Plan

Scenario 1: Treatment Plan - dragging and dropping library items

Specific Setup:

A client must be enrolled in an existing episode (Client A).
User must have Treatment Plan library that contains problems, goals, objectives, and interventions.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Select the desired episode if present.
Enter the desired date in the 'Plan Date' field.
Select the desired value for the 'Plan Type' field.
Populate any required and desired fields.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Validate a scroll bar displays along the library pane.
Resize the library pane and validate the scrollbar displays as expected.
Select a problem from the library and drag it to the 'Treatment Plan' field.
Populate all required fields.
Select a goal from the library and drag it to the 'Treatment Plan' field.
Populate all required fields.
Select an objective from the library and drag it to the 'Treatment Plan' field.
Populate all required fields.
Select an intervention from the library and drag it to the 'Treatment Plan' field.
Populate all required fields.
Click [Return to Plan].
Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
Click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Select the entry from the previous steps and click [Edit].
Validate the data filed in the previous steps is present.
Click [Launch Plan].
Select an intervention from the library and drag it to the 'Treatment Plan' field.
Populate all required fields.
Select the initial intervention and click [Delete Selected Item].
Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK].
Validate the 'Treatment Plan' field contains the newly added intervention.
Click [Return to Plan].
Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
Click [Submit].

Topics

• NX • Treatment Plan

AV-84374 Summary | Details

Avatar NX - View Definition

Scenario 1: Avatar NX - "View Definition" functionality validations

Specific Setup:

Have two views defined in the 'View Definition' form that each contain one or more widgets on the view (View A and View B).
"View B" must have customization disabled through the 'View Definition' form.
A user must be defined and have both "View A" and "View B" on their myDay view (User A).
"User A" must have access to the 'View Definition' form.
Must be logged in as "User A".

Steps

Access the 'View Definition' form.
Click [Select View].
Select "View A" in the 'Select Views' field.
Click [Launch View Designer].
Validate the widgets display as expected.
Drag and drop widgets between the 'Available Widgets' and 'Assigned Widgets' columns.
Validate widgets are moved as expected.
Drag and drop a widget from the 'Assigned Widgets' and the widget layout view area.
Validate the widget is moved successfully.
Click [Include Client Information header in view].
Click [Submit] and submit the form.
From the 'myDay' view, navigate to "View B" and click back to "View A".
Validate the 'Client Information' header is aligned with the widgets.
Close the sidebar.
Validate the view resizes and the 'Client Information' header aligns with the widgets.
Open the sidebar.
Validate the view resizes and the 'Client Information' header aligns with the widgets.
Select the 'My Activity' menu.
Select the 'Customize Toggle' button.
Validate the view resizes and the 'Client Information' header aligns with the widgets.
Select the 'View/Add Widgets' tab and click [Reload View] and [Yes].
Validate layout reflects changes done in the 'View Definition' form.
While in 'Customize View', remove one or more widgets from the view.
From the right side panel, drag-and-drop them back to the layout.
Validate the widget is returned to the layout as expected.
Select "View B" and validate the 'Customize Toggle' is disabled.
Select the 'Customize Toggle' button to ensure it is still disabled.
Verify the 'Reload Menu' button exists.
Close the menu.
Validate the view resizes and the 'Client Information' header aligns with the widgets.

Topics

• NX • View Definition • Widgets

AV-84565 Summary | Details

OE NX - Order Entry Console - Create Additional One Time Only orders

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Orders This Episode

Scenario 1: OE NX - Orders This Episode - Create Additional One-Time-Only Order(s)

Specific Setup:

Avatar OE 2022 Update 79 and Avatar NX Release 2022.11.00 are required for full functionality.
The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Create Additional One-Time-Only Order(s) for 'Give Now' Orders' registry setting must be set to the dictionary code for a One-Time-Only frequency.
Please log out of the application and log back in after completing the above configuration.
“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

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code.
Populate the required fields selecting a routine frequency code.
Click the 'Give Initial Dose Now' [Yes] button.
Adjust the 'Second Dose' time and select "Ok to Administer" and click [Save].
Populate any remaining required fields and click [Add to Scratchpad].
Validate there are 3 orders in the 'Scratchpad': 2 One-Time-Only orders, and one for the routine frequency selected.
Click [Sign] and validate the 3 orders are displayed in the 'Order grid'.

Topics

• NX • Order Entry Console

AV-84664 Summary | Details

OE NX - Give Initial Dose Now - Adjusted 'First Dose Time'

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Frequency Code Setup
Orders This Episode
Dictionary Update (CWS)

Scenario 1: OE NX - Scheduled One Time Only frequency Code - 'First Dose' adjustment allowed when 'Give Initial Dose Now' "60"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with scheduled hour(s) of administration set to "08:00 AM" and 'Default Give Initial Dose Now' set to "No" in the 'Frequency Code Setup' form
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.
Note: For testing purposes the current time is after "08:00 AM".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code.
Populate the required fields selecting "Frequency Code A" from the 'Frequency' field.
Validate the 'First Dose Date' field contains tomorrow's date.
Validate the 'First Dose Time' field contains "08:00 AM".
Validate the 'Start Date' field contains tomorrow's date.
Validate the 'Start Time' field contains "08:00 AM".
Click 'Give Initial Dose Now' [Yes].
Validate the 'First Dose Date' field contains the current date.
Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour.
Change the 'First Dose Time' to any time greater than 60 minutes past the current time.
Validate the 'Give Initial Dose Now' [Yes] button becomes deselected.
Populate any remaining required fields and click [Add to Scratchpad] and [Sign].
Validate the order displays in the 'Order grid'.

Scenario 2: OE NX - Unscheduled One Time Only Frequency Code - Default to Give Initial Dose Now

Specific Setup:

A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code 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

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code.
Populate the required fields selecting "Frequency Code A" from the 'Frequency' field.
Validate 'Give Initial Dose Now' [Yes] is selected and the 'First Dose Date", 'First Dose Time', 'Start Date, and 'Start Time' fields are set to the current date and time, rounded up to the nearest half hour.
Click [Add to Scratchpad] and [Sign].
Validate the order created displays in the 'Order grid'.

Scenario 3: OE NX - One Time Only - Default to give Initial Dose Now - Order Group

Specific Setup:

A frequency code (Frequency Code A) must be configured as a one time only, frequency with 'Default to Give Initial Dose Now' set to "Yes".
An order group (Order Group A) must be created with at least one pharmacy-type order code (Order Code A) that has a default frequency of "One Time Only"
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

Select "Client A" and access the Order Entry Console.
Search for and select 'Order Group A" from the 'New Order' field.
Select "Order Code A" and validate "One Time Only" is selected in the 'Frequency' field.
Click [Add to Scratchpad].
Select "Order Code A" from the 'Scratchpad' and validate the 'First Dose Date', 'First Dose Time', 'Start Date, and 'Start Time' fields are set to the current date and time, rounded up to the nearest half hour.
Populate any remaining required fields and click [Update Order].
Click [Sign] and validate an order for "Order Code A" displays in the 'Order grid'.

Scenario 4: OE NX - Default Give Initial Dose Now - (524) Require Hours of Administration for Routine Orders" is not required

Specific Setup:

The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to "Hours of Administration are not required for Routine orders." in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code Setup' form
Please log out of and back into the application 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

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code.
Populate the required fields selecting "Frequency Code A" from the 'Freq' field.
Validate the 'First Dose Date' field is required and contains the current date.
Validate the 'First Dose Time' field is required and contains the current date rounded up to the nearest half hour.
Validate the 'Give Initial Dose Now [Yes]' button is selected.
Validate the 'Start Date/Time' fields are disabled and contain the same values as the 'First Dose Date/Time' fields.
Click [Add to Scratchpad] and click [Sign].
Validate the order displays in the 'Order grid'.

Scenario 5: OE NX - Unscheduled One Time Only Frequency Code - Manual Give Initial Dose Now

Specific Setup:

A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to no value in the 'Frequency Code 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

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code.
Populate the required fields selecting "Frequency Code A" from the 'Freq' field.
Validate the 'First Dose Date/Time' fields are not required and contain no value.
Validate the 'Start Date/Time' fields are required, enabled, and contain the current date and time.
Click the 'Give Initial Dose Now [Yes]' button.
Validate the 'First Dose Date', 'First Dose Time', 'Start Date', and 'Start Time' fields are all updated to the current date and current time rounded up to the nearest half hour.
Click [Add to Scratchpad] and [Sign].
Validate the order displays in the 'Order grid'.

Scenario 6: OE NX - Unscheduled One Time Only frequency Code - 'First Dose' adjustment allowed when 'Give Initial Dose Now' "60" - Default Give Initial Dose Now

Specific Setup:

The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to “Hours of Administration are required and the correct number of Hours of Administration is enforced for Routine orders.” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code Setup' form
The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
Please log out of and back into the application 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

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order.
Populate the required fields selecting "Frequency Code A" from the 'Freq' field.
Validate the 'Give Initial Dose Now [Yes]' button is selected.
Set the 'First Dose Time' field to a value outside the allowable window ('First Dose' adjustment allowed when 'Give Initial Dose Now' registry setting).
Validate the 'Give Initial Dose Now [Yes]' button is deselected.
Re-select the 'Give Initial Dose Now [Yes]' button and validate the 'First Dose Date', 'First Dose Time', 'Start Date', and 'Start Time' fields are all updated to the current date and time rounded up to the nearest half hour.
Click [Add to Scratchpad] and [Add to Scratchpad]
Validate the order displays in the 'Order grid'.

Topics

• NX • Order Code Setup • Order Entry Console

AV-84722 Summary | Details

OE NX - 'Order Group' dialog - Order Code selected by default

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Group Setup
Orders This Episode

Scenario 1: New Orders - Taper/Titration order group without Start Date offset - first 2 rows contain a 'Duration'

Specific Setup:

An order group must exist where the 'Taper/Titration Series Of Orders' check box is checked off and the 'For A Taper/Titration Series Of Orders, Use Start Date Offset' is set to "No". (Order Group A)
Order Group A must have 4 rows and all rows must have a 'Dose', 'Dose Unit', 'Frequency' and the first two orders must have a "5" Day 'Duration' and last two orders should not have a duration.
A client must have an active episode whose program or unit is not configured in the 'External Pharmacy Setup' form. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Search for and select "Order Group A" in the 'New Order' field.
Validate that the 'Taper/Titration' dialog is displayed.
Validate that the 'Order Group Start Date' field contains the current date.
Validate that the 'Start Time' field contains the current time.
Validate that there are 4 rows.
Click [Select All].
Validate that all 4 rows are expanded to show additional fields.
Validate that the 'Start Date' field for row 1 contains the current date.
Validate that the 'Start Time' field for row 1 contains the current time.
Validate that the 'Start Date field for row 2 contains a date that is 5 days in the future of the 1st row's 'Start Date'.
Validate that the 'Start Time' field for row 2 contains the current time.
Validate that the 'Start Date' field for row 3 contains a date that is 5 days in the future of the 2nd row's 'Start Date'.
Validate that the 'Start Time' field for row 3 contains the current time.
Validate that the 'Start Date field for row 4 contains no value
Validate that the 'Start Time' field for row 4 contains no value
Click [Add to Scratchpad]
Validate that orders 1 and 2 do not contain a red flag in the 'Action' column of the 'Scratchpad'.
Validate that orders 3 and 4 do contain a red flag in the 'Action' column of the 'Scratchpad'.
Select order 3.
Enter a "5" in the 'Duration' field and select [Days].
Click [Update Order].
Validate that the 'Action' column for order 3 does not contain a red flag.
Select order 4.
Enter a "5" in the 'Duration' field and select [Days].
Set the 'Start Date' field to the same value of order 3's 'Stop Date'.
Set the 'Start Time' field to the current time.
Validate that the 'Stop Date' contains a value that is 5 days in the future of the 'Start Date'.
Validate that the 'Stop Time' contains a value that is one minute prior to the 'Start Time'.
Click [Update Order].
Validate that the 'Action' column for order 4 does not contain a red flag.
Click [Sign].
Validate that the 'Order grid' 4 new orders.

Scenario 2: Order Group - Order Code Default Checked In Order Group

Specific Setup:

An order group must exist with multiple order codes and at least one order code that has 'Default To Selected When Selecting Orders From Order Group' set to "Yes" 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’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Uncheck the defaulted order code and select any other order code.
Click [Add to Scratchpad].
Validate only the selected order has been added to the scratchpad.
Select the order and fill out any required fields.
Click [Update Order] and [Sign].

Topics

• NX • Order Entry Console

AV-84723 Summary | Details

Start Date - Scratchpad Modifying Order

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

App Dashboard
Order Entry Console

Scenario 1: OE NX - Interval Order - Order Entry Console (Admission Med Reconciliation)

Specific Setup:

A frequency code must exist that is configured as an interval frequency code. (Frequency Code A)
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

Select "Client A" and access the Order Entry Console.
Select the 'Admission Med Reconciliation' tab
Search for and select any pharmacy-type order code.
Set the 'Start Date' field to a date in the future from the current date.
Click [Add to Scratchpad].
Select the pharmacy order from the inpatient medications scratchpad.
Validate the 'Start Date' field contains the date in the future from the current date.
Set the 'Start Date' field to the current date.
Populate all required field and ensure that "Frequency Code A" is selected in the 'Freq' field.
Validate the 'Custom' button does not display.
Click [Update Order] and click [Reconcile & Review].
Validate the 'Admission Med Reconciliation' tab displays in view-only mode.

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

Select "Client A" and access the Order Entry Console.
Search for and select "Lisinopril 20 MG Tablet ORAL" in the 'New Order' field.
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Freq' field.
Set the 'Duration' field to "13" and click the [Doses].
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Validate the 'Stop Date' field is view only mode.
Validate the 'Stop Date' field contains a date six days in the future from the current date.
Validate the 'Stop Time' field is view only mode.
Validate the 'Stop Time' field contains "the administration time set".
Click [Star-My Favorites] and click refresh.
Click 'My Favorites'.
Select "LISINOPRIL 20 MG Tablet1 Tablet, TWICE A DAY" and click [Add to Scratchpad].
Validate the scratchpad contains the order "LISINOPRIL 20 MG Tablet1 Tablet, TWICE A DAY".
Validate the 'Scratchpad - Start Date' contains the current date.
Validate the 'Scratchpad - Stop Date' contains a date six days in the future from the current date.
Select the order "LISINOPRIL 20 MG Tablet1 Tablet, TWICE A DAY" from the scratchpad.
Validate the 'Duration' field contains "13".
Validate the 'Doses' field contains "Doses".
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Validate the 'Stop Date' field contains a date six days in the future from the current date and is disabled.
Validate the 'Stop Time' field contains "the administration time set".
Set the 'Start Date' field to a date in the future from the current date.
Click [Update Order].
Select the order "LISINOPRIL 20 MG Tablet1 Tablet, TWICE A DAY" from the scratchpad.
Validate the 'Start Date' field contains the date in the future from the current date.
Set the 'Start Date' field to the current date.
Click [Update Order] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the order grid contains the order "LISINOPRIL 20 MG ORAL Tablet1 Tablet, TWICE A DAY".
Validate the 'Start Date' contains "The current date".
Validate the 'Stop Date' contains a date six days in the future from the current date.

Topics

• NX • Order Entry Console

AV-84860 Summary | Details

Avatar NX - Disabling Copy/Paste

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Progress Notes (Group and Individual)

Scenario 1: Validate copy/paste functionality when the ability to both copy and paste is enabled

Specific Setup:

A client must be enrolled in an existing episode and have a picture on file (Client A).
The 'Disable Pasting into Text Fields' registry setting must be set to "N".
The 'My To Do's' widget must be configured to the user's myDay view.
The 'Progress Notes (Group and Individual)' form must have a signature field.
There must be documents routed to the logged in user.
A blank word document must be available for pasting (Document A).
Please note this is for Avatar NX systems.
Copy/paste functionality must be enabled. This is the default setting; changing this must be done by contacting a Netsmart Representative.

Steps

Highlight text within the application.
Right click and select "Copy".
In the 'What can I help you find?' field, right click and select "Paste".
Validate the copied text displays.
Navigate to the 'My To Do's' widget.
Click [Create a Note].
Press "Ctrl + V" on the 'Note' field.
Validate the copied text displays.
Click [OK] and [Close].
Access the 'Scheduling Calendar'.
Right click on an available time slot.
Click [Add Appointment].
In the 'Client' field, right click and select "Paste".
Validate the 'Client' field contains the copied text.
Continue highlighting text and validate it pastes.
Click [Discard], [Yes], and [Dismiss].
Access the 'Progress Notes (Group and Individual)' form.
Right click on the 'Select Client' field and select "Paste".
Validate the 'Select Client' field contains the copied text.
Enter and select "Client A" in the 'Select Client' field.
Right click the client image and select "Copy Image".
Validate the ability to paste the image in "Document A".
Continue highlighting text and validate it pastes as expected.
Populate all required and desired fields.
Navigate to the 'Signature' field and click [Sign].
Sign in the dialog and click [OK].
Validate the signature displays.
Right click on the signature and select "Copy Image".
Validate the ability to paste the image in "Document A".
Select "Draft" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
Close the form.

Scenario 2: Validate copy/paste functionality when the ability to copy is disabled

Specific Setup:

A client must be enrolled in an existing episode and have a picture on file (Client A).
The 'Disable Pasting into Text Fields' registry setting must be set to "N".
The 'My To Do's' widget must be configured to the user's myDay view.
The 'Progress Notes (Group and Individual)' form must have a signature field.
There must be documents routed to the logged in user.
Please note this is for Avatar NX systems.
Copy functionality must be disabled. Changing this must be done by contacting a Netsmart Representative.

Steps

Highlight text within the application.
Right click and select "Copy".
In the 'What can I help you find?' field, right click and select "Paste".
Validate the selected text does not display.
Highlight the URL.
Right click and select "Copy".
In the 'What can I help you find?' field, right click and select "Paste".
Validate the URL is pasted.
Navigate to the 'My To Do's' widget.
Click [Create a Note].
Press "Ctrl + V" on the 'Note' field.
Validate the URL displays.
Click [Cancel] and [Close].
Access the 'Scheduling Calendar'.
Right click on an available time slot.
Click [Add Appointment].
In the 'Client' field, right click and select "Paste".
Validate the 'Client' field contains the URL.
Highlight text to copy and validate the URL still pastes since copy is disabled in the application.
Click [Discard], [Yes], and [Dismiss].
Access the 'Progress Notes (Group and Individual)' form.
Right click on the 'Select Client' field and select "Paste".
Validate the 'Select Client' field contains the copied URL.
Enter and select "Client A" in the 'Select Client' field.
Highlight text to copy and validate the URL still pastes since copy is disabled in the application.
Right click the client image and validate "copy" is not an option.
Populate all required and desired fields.
Navigate to the 'Signature' field and click [Sign].
Sign in the dialog and click [OK].
Validate the signature displays.
Right click on the signature and validate "copy" is not an option.
Select "Draft" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
Close the form.

Scenario 3: Validate copy/paste functionality when the ability to both copy and paste are disabled

Specific Setup:

A client must be enrolled in an existing episode and have a picture on file (Client A).
The 'Disable Pasting into Text Fields' registry setting must be set to "N".
The 'My To Do's' widget must be configured to the user's myDay view.
The 'Progress Notes (Group and Individual)' form must have a signature field.
There must be documents routed to the logged in user.
Please note this is for Avatar NX systems.
Copy/paste functionality must both be disabled. Changing this must be done by contacting a Netsmart Representative.

Steps

Highlight text within the application.
Right click and select "Copy".
In the 'What can I help you find?' field, right click and select "Paste".
Validate the selected text does not display.
Navigate to the 'My To Do's' widget.
Click [Create a Note].
Press "Ctrl + V" on the 'Note' field.
Validate the selected text does not display.
Click [Cancel] and [Close].
Access the 'Scheduling Calendar'.
Right click on an available time slot.
Click [Add Appointment].
In the 'Client' field, right click and select "Paste".
Validate the 'Client' field does not contain the selected text.
Continue highlighting text and validate copy/paste does not work.
Click [Discard], [Yes], and [Dismiss].
Access the 'Progress Notes (Group and Individual)' form.
Right click on the 'Select Client' field and select "Paste".
Validate the 'Select Client' field does not contain the selected text.
Enter and select "Client A" in the 'Select Client' field.
Right click the client image and validate "copy" is not an option.
Continue highlighting text and validate copy/paste does not work.
Populate all required and desired fields.
Navigate to the 'Signature' field and click [Sign].
Sign in the dialog and click [OK].
Validate the signature displays.
Right click on the signature and validate "copy" is not an option.
Select "Draft" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
Close the form.

Topics

• NX • Progress Notes (Group And Individual) • Scheduling Calendar

AV-84947 Summary | Details

OE NX - Orders with every nth day frequency codes

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Avatar eMAR
Orders This Episode
Frequency Code Setup
Order Group Setup

Scenario 1: OE NX - Create an order using an "Every Nth Day" frequency code with no scheduled administration times

Specific Setup:

A frequency code must exist that has the following configuration:(Every 2 Days)
'Routine or PRN(As Needed)' is set to "Routine"
'One Time Only' is set to "No"
'Interval Frequency' is set to "No"
'Daily Administration' is set to "Not Daily"
'Every Nth Day' is set to "2"
'Times/24 Hours' is set to "1".
A client must have an active inpatient 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.
Note: For testing purposes the time is currently after "08:00 AM".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "PERCOCET (ACETAMINOPHEN-OXYCODONE HYDROCHLORIDE) 325 MG-10 MG TABLET ORAL (Schedule II)" in the 'New Order' field.
Set the 'Dose' field to "1" and select "Tablet" in the 'Dose Unit' field.
Select "Every 2 Days" in the 'Freq' field.
Validate the 'First Dose Date' and 'First Dose Time' fields are disabled and do not contain values.
Click [Custom] and enter "0800" and press Tab in the first 'Scheduled Administration Time' field and click [Save].
Validate the 'First Dose Date' field is disabled and contains a date that is two days in the future of the current date.
Validate the 'First Dose Time' field is disabled and contains "08:00 AM".
Validate the 'Start Date' field is required, enabled and contains the current date.
Validate the 'Start Time' field is required, enabled and contains the current time.
Set the 'Duration' field to "6" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains the "PERCOCET" order.
Select the 'eMAR' widget.
Validate the 'Administration Date' field contains the current date and time.
Validate the "PERCOCET" order is displayed that contains a 'Next Administration Date/Time' of T+2 at 0800".
Validate the first cell under the current date for the "PERCOCET" order contains a dashed line.
Set the 'Administration Date' field to two days in the future of the current date.
Validate that there is a dashed line in the first cell under the current date and a cell that contains "0800" in the first cell under the date that is 2 days in the future.

Scenario 2: OE NX - Create an order using an "Every Nth Day" frequency code with a scheduled administration time that is in the past

Specific Setup:

A frequency code must exist that has the following configuration:(Every 2 Days at 08:00 AM)
'Routine or PRN(As Needed)' is set to "Routine"
'One Time Only' is set to "No"
'Interval Frequency' is set to "No"
'Daily Administration' is set to "Not Daily"
'Every Nth Day' is set to "2"
'Times/24 Hours' is set to "1".
'Hours of Administration (Check appropriate hours of administration, if any.) has "08:00" selected under 'AM(06:00-11: 30 AM)'.
A client must have an active inpatient 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.
Note: For testing purposes the time is currently after "08:00 AM".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "KADIAN (MORPHINE SULFATE) 10 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" in the 'New Order' field.
Set the 'Dose' field to "1" and select "Capsules" in the 'Dose Unit' field.
Select "Every 2 Days at 0800" in the 'Freq' field.
Validate the 'First Dose Date' field is disabled and contains a date that is two days in the future of the current date.
Validate the 'First Dose Time' field is disabled and contains "08:00 AM".
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Set the 'Start Date' field to a date that is three days in the future of the current date.
Validate the 'First Dose Date' field contains a date that is five days in the future of the current date.
Validate the 'First Dose Time' field contains "08:00 AM".
Set the 'Start Date' field to the current date.
Validate the 'First Dose Date' field contains a date that is two days in the future of the current date.
Validate the 'First Dose Time' field contains "08:00 AM".
Set the 'Start Date' field to a date that is two days in the past.
Validate the 'Start Time' field contains the current time.
Validate the 'First Dose Date' field contains a current date.
Validate the 'First Dose Time' field contains "08:00 AM".
Set the 'Start Date' field to the current date.
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Validate the 'First Dose Date' field contains a date that is two days in the future of the current date.
Validate the 'First Dose Time' field contains "08:00 AM".
Set the 'Duration' field to "4" and click [Days].
Click [Add to Scratchpad]
Select the order in the 'Scratchpad' and validate the 'First Dose Date' field contains a date that is two days in the future of the current date and the 'First Dose Time' field contains "08:00 AM".
Click [Cancel Update] and [Sign].
Validate the 'Order grid' contains an order for "KADIAN".
Access the 'eMAR' widget.
Validate the 'Administration Date' field contains the current date
Validate the order for "KADIAN" is displayed and contains a 'Next Administration Date/Time' of a date that is two days in the future of the current date at "0800".
Validate the first cell under the current date for this order contains a dashed line.
Set the 'Administration Date' field to a date that is two days in the future and click [Refresh].
Validate the first cell under the current date contains a dashed line and that the first cell under the date column that is two days in the future contains "0800".

Scenario 3: OE NX - Create an order using an "Every Nth Day" frequency code with a scheduled administration time that is in the future

Specific Setup:

A frequency code must exist that has the following configuration:(Every 2 Days at 08:00 PM)
'Routine or PRN(As Needed)' is set to "Routine"
'One Time Only' is set to "No"
'Interval Frequency' is set to "No"
'Daily Administration' is set to "Not Daily"
'Every Nth Day' is set to "2"
'Times/24 Hours' is set to "1".
'Hours of Administration (Check appropriate hours of administration, if any.) has "08:00" selected under 'PM(06:00-11: 30 PM)'.
A client must have an active inpatient 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.
Note: For testing purposes the time is currently after "02:00 PM and before "08:00 PM".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "OXYCODONE HCL 20 MG TABLET ORAL (Schedule II)" in the 'New Order' field.
Set the 'Dose' field to "1" and select "Tablet" in the 'Dose Unit' field.
Select "Every 2 Days at 2000" in the 'Freq' field.
Validate the 'First Dose Date' field contains the current date.
Validate the 'First Dose Time' field contains "08:00 PM".
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Set the 'Start Time' field to "08:05 PM".
Validate the 'First Dose Date' field contains a date that is two days in the future of the current date.
Validate the 'First Dose Time' field contains "08:00 PM".
Set the 'Start Time' field back to the current time.
Validate the 'First Dose Date' field contains the current date.
Validate the 'First Dose Time' field contains "08:00 PM".
Set the 'Duration' field to "4" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains an order for "OXYCODONE".

Scenario 4: OE NX - My favorites - Create an order using an "Every Nth Day" frequency code with a scheduled administration time that is in the past

Specific Setup:

A frequency code must exist that has the following configuration:(Every 2 Days at 08:00 AM)
'Routine or PRN(As Needed)' is set to "Routine"
'One Time Only' is set to "No"
'Interval Frequency' is set to "No"
'Daily Administration' is set to "Not Daily"
'Every Nth Day' is set to "2"
'Times/24 Hours' is set to "1".
'Hours of Administration (Check appropriate hours of administration, if any.) has "08:00" selected under 'AM(06:00-11: 30 AM)'.
A client must have an active inpatient 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.
Note: For testing purposes the time is currently after "08:00 AM".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code.
Set the 'Dose' and 'Dose Unit' fields to any value.
Select "Every 2 Days at 08:00 AM" in the 'Freq' field.
Validate the 'First Dose Date' field contains a date that is two days in the future of the current date.
Validate the 'First Dose Time' field contains "08:00 AM".
Set the 'Duration' field to any value and click [Days].
Validate the 'Start Date' and 'Start Time' fields contain the current date and time.
Click [My favorites- Star] and click [Refresh].
Click 'My favorites', select the order code that was recently added above and click [Add to Scratchpad].
Validate the 'Scratchpad' contains the order that was selected with all data defaulted.
Validate the 'First Dose Date' field contains a date that is two days in the future of the current date.
Validate the 'First Dose Time' field contains "08:00 AM".
Click [Cancel Update] and [Sign].
Validate an 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains the new order.

Scenario 5: OE NX - Order Group - Create an order using an "Every Nth Day" frequency code with a scheduled administration time that is in the past

Specific Setup:

A frequency code must exist that has the following configuration:(Every 2 Days at 08:00 AM)
'Routine or PRN(As Needed)' is set to "Routine"
'One Time Only' is set to "No"
'Interval Frequency' is set to "No"
'Daily Administration' is set to "Not Daily"
'Every Nth Day' is set to "2"
'Times/24 Hours' is set to "1".
'Hours of Administration (Check appropriate hours of administration, if any.) has "08:00" selected under 'AM(06:00-11: 30 AM)'.
An order group must contain a pharmacy-type order code (Order Code A) that has a 'Frequency Code' of "Every 2 Days at 08:00 AM". (Order Group A)
A client must have an active inpatient 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.
Note: For Testing purposes the current time is after 08:00 AM.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A".
Validate the 'Order Group' dialog is displayed.
Select "Order Code A" and enter a 'Dose' of "1" and a 'Dose Unit' of "Tablet".
Validate the 'Frequency' field contains "Every 2 Days at 08:00 AM", the 'Duration' field contains "6" and that [Days] is selected.
Click [Add to Scratchpad].
Validate the 'Scratchpad' contains an order for "Order Code A".
Select the order.
Validate the 'Freq' field contains "Every 2 Days at 08:00 AM".
Validate the 'First Dose Date' field contains a date that is two days in the future of the current date.
Validate the 'First Dose Time' field contains "08:00 AM".
Validate the 'Start Date' and 'Start Time' fields contains the current date and time.
Click [Cancel Update] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A".

Topics

• NX • Order Entry Console

AV-84991 Summary | Details

OE NX - Order Entry Console - Unscheduled One-Time-Only orders

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Frequency Code Setup
Orders This Episode
Registry Settings (PM)
Dictionary Update (CWS)

Scenario 1: OE NX - Manual Give Initial Dose Now - '(524) Require Hours of Administration for Routine Orders' is required

Specific Setup:

The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to "Hours of Administration are required for Routine orders" in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with scheduled hour(s) of administration set to "08:00 AM" and 'Default Give Initial Dose Now' set to "No" in the 'Frequency Code Setup' form
Please log out of and back into the application 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

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code.
Populate the required fields selecting "Frequency Code A" from the 'Freq' field.
Validate the 'First Dose Date' field is required and contains tomorrow's date.
Validate the 'First Dose Time' field is required and contains "08:00 AM".
Validate the 'Start Date' and 'Start Time' fields are disabled and contain the same values as the 'First Dose Date' and 'First Dose Time' fields.
Click the 'Give Initial Dose Now [Yes] button.
Validate the 'First Dose Date' field contains the current date.
Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour.
Validate the 'Start Date' and 'Start Time' fields contain the same values as the 'First Dose Date' and 'First Dose Time' fields.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override the interaction and click [Save Override and Exit].
Validate the order displays in the 'Order grid'.

Scenario 2: OE NX - Default Give Initial Dose Now - (524) Require Hours of Administration for Routine Orders" is not required

Specific Setup:

The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to "Hours of Administration are not required for Routine orders." in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code Setup' form
Please log out of and back into the application 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

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code.
Populate the required fields selecting "Frequency Code A" from the 'Freq' field.
Validate the 'First Dose Date' field is required and contains the current date.
Validate the 'First Dose Time' field is required and contains the current date rounded up to the nearest half hour.
Validate the 'Give Initial Dose Now [Yes]' button is selected.
Validate the 'Start Date/Time' fields are disabled and contain the same values as the 'First Dose Date/Time' fields.
Click [Add to Scratchpad] and click [Sign].
Validate the order displays in the 'Order grid'.

Scenario 3: OE NX - Unscheduled One Time Only Frequency Code - Manual Give Initial Dose Now

Specific Setup:

A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to no value in the 'Frequency Code 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

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code.
Populate the required fields selecting "Frequency Code A" from the 'Freq' field.
Validate the 'First Dose Date/Time' fields are not required and contain no value.
Validate the 'Start Date/Time' fields are required, enabled, and contain the current date and time.
Click the 'Give Initial Dose Now [Yes]' button.
Validate the 'First Dose Date', 'First Dose Time', 'Start Date', and 'Start Time' fields are all updated to the current date and current time rounded up to the nearest half hour.
Click [Add to Scratchpad] and [Sign].
Validate the order displays in the 'Order grid'.

Scenario 4: OE NX - Unscheduled One Time Only frequency Code - 'First Dose' adjustment allowed when 'Give Initial Dose Now' "60" - Default Give Initial Dose Now

Specific Setup:

The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to “Hours of Administration are required and the correct number of Hours of Administration is enforced for Routine orders.” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code Setup' form
The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
Please log out of and back into the application 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

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order.
Populate the required fields selecting "Frequency Code A" from the 'Freq' field.
Validate the 'Give Initial Dose Now [Yes]' button is selected.
Set the 'First Dose Time' field to a value outside the allowable window ('First Dose' adjustment allowed when 'Give Initial Dose Now' registry setting).
Validate the 'Give Initial Dose Now [Yes]' button is deselected.
Re-select the 'Give Initial Dose Now [Yes]' button and validate the 'First Dose Date', 'First Dose Time', 'Start Date', and 'Start Time' fields are all updated to the current date and time rounded up to the nearest half hour.
Click [Add to Scratchpad] and [Add to Scratchpad]
Validate the order displays in the 'Order grid'.

Scenario 5: OE NX - Default Give Initial Dose Now - (524) Require Hours of Administration for Routine Orders" is required and administration times are enforced

Specific Setup:

The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to “Hours of Administration are required and the correct number of Hours of Administration is enforced for Routine orders.” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code 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

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code.
Populate the required fields selecting "Frequency Code A" in the 'Freq' field.
Validate the 'First Dose Date' field is required and contains the current date.
Validate the 'First Dose Time' field is required and contains the current time rounded up to the nearest half hour.
Validate the 'Give Initial Dose Now' [Yes] button is selected.
Validate the 'Start Date' and 'Start Time' fields are disabled and contain the same values in the 'First Dose Date/Time' fields.
Click [Add to Scratchpad] and [Sign].
Validate the order displays in the 'Order grid'.

Topics

• NX • Order Code Setup • Order Entry Console

AV-85158 Summary | Details

OE NX - Orders This Episode / Home Medications - Orders added to scratchpad without 'Stop Date'

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

App Dashboard
Dynamic Form - Order Group Setup
Order Entry Console - Order Group dialog
Order Group Setup
Orders This Episode
Order Entry Console - My Favorites

Scenario 1: OE NX - Home Medications - Reported orders containing line breaks

Specific Setup:

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 and back in after setting this value.
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

Select any client and access the 'Order Entry Console'.
Select 'Home Medications'.
Validate that 'Client Reported' is checked.
Set the 'New Order' field to any medication. (ex. PriLOSEC 20 MG Capsule, Delayed Release Oral)
Set the 'Dose' field to "1"
Set the 'Dose Unit' field to "Capsule".
Select "Twice a Day" in the 'Frequency' field.
Validate that the 'Start Date' contains the current date.
Validate that the 'Stop Date' does not contain a value.
Validate that the 'Directions' field contains: Take one (1) capsule by mouth twice a day.
Set the 'Directions' field to: Take one [line break] (1) capsule by mouth [line break] twice a day.
Validate that the 'Reported Source' field is enabled, not required and does not have a value selected.
Click [Save].
Validate that the 'Order grid' contains the new order.
Validate that "Client Reported" and 'Rx ID: [unique value]' are displayed in the 'Order Type' column.
Validate that 'Order Details' contains the following: PriLOSEC - 20 MG, ECC, PO - Take one (1) capsule by mouth twice a day.
Click the 'Medication history reviewed and completed for Episode #1' checkbox.
Click the [Admission Med Reconciliation] tab.
Select the reported order created and click [Add to Scratchpad].
Validate there is a missing required field flag for the order in the 'Inpatient Medications Scratchpad'.
Populate the 'Duration' field and click [Days].
Click [Update Order] and [Reconcile and Sign].
Validate the 'Admission Med Reconciliation' tab displays in view only mode.

Scenario 2: NX - New Orders - Taper/Titration order group without Start Date offset - first 2 rows contain a 'Duration'

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 Taper/Titration order group must be created (Order Group A) containing 4 pharmacy-type orders.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" from the 'New Order' field.
Expand all 4 orders apart of the order group.
Populate the required fields for all orders, but leave duration blank for the second two orders.
Click [Add to Scratchpad].
Validate there are missing required field flags for the 2 orders without a duration.
Select each order and populate the 'Duration' and click [Update Order].
File the orders and validate they display in the 'Order grid'.

Scenario 3: OE NX - My Favorites - Interval 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

Select "Client A" and access the Order Entry Console.
Search for and select a pharmacy-type order code.
Set the 'Frequency' field to an interval frequency code.
Validate 'Custom' is not displayed.
Populate all fields except the 'Duration' field.
Click the 'Add to Favorites' star button then [Refresh].
Click 'My Favorites', select the order and click [Add to Scratchpad].
Validate there is a missing required field flag for the order.
Select the order in the 'Scratchpad' and validate that 'Custom' is not displayed next to 'Frequency'.
Populate the remaining required fields and click [Add to Scratchpad].
File the order and validate the order displays in the 'Order grid'.

Topics

• Client Reported • NX • Order Entry Console

AV-85166 Summary | Details

OE NX - Order Group - Order code with One-Time-Only Frequency that is "Not Daily" with scheduled hours of administration

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Frequency Code Setup
Order Group Setup
Orders This Episode

Scenario 1: OENX - Order Group, that has no order selected by default, contains an order code with a 'Frequency' that is configured as One Time Only, Not Daily and has a Schedule Administration Hour of 08:00 AM

Specific Setup:

A frequency code must exist that is configured as follows:(Frequency Code A)
'Routine or PRN(As Needed)' is set to "Routine"
'One Time Only' is set to "Yes"
'Interval Frequency' is set to "No"
'Daily Administration' is set to "Not Daily"
'Days Administered' has "Tuesday", "Thursday", and "Saturday" checked.
'Times/24 Hours' is set to "1"
"08:00" is checked in the 'AM(06:00-11:30 AM) field under 'Hours of Administration (Check appropriate hours of administration, if any).
An order group must exist that contains the following orders: (Order Group A)
A pharmacy-type order code (Order Code A) with a 'Frequency Code' set to "Frequency Code A".
A pharmacy-type order code (Order Code B) with a 'Frequency Code' set to "TWICE A DAY", which is "Daily" and has 'Scheduled Hours of Administration' of "09:00 AM" and "09:00 PM".
A client must have and 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

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Validate the 'Order Group' dialog is displayed and contains "Order Code A" and "Order Code B".
Validate that neither order is selected.
Select "Order Code B".
Set the 'Dose' field to "1".
Select "Tablet" in the 'Dose Unit' field.
Validate the 'Freq' field contains "TWICE A DAY".
Set the Dose field to "1"
Set the 'Duration' to any value and click [Days].
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains a new order for "Order Code B".

Scenario 2: OENX - Order Group, that has one order selected by default, contains an order code with a 'Frequency' that is configured as One Time Only, Not Daily and has a Schedule Administration Hour of 08:00 AM

Specific Setup:

A frequency code must exist that is configured as follows:(Frequency Code A)
'Routine or PRN(As Needed)' is set to "Routine"
'One Time Only' is set to "Yes"
'Interval Frequency' is set to "No"
'Daily Administration' is set to "Not Daily"
'Days Administered' has "Tuesday", "Thursday", and "Saturday" checked.
'Times/24 Hours' is set to "1"
"08:00" is checked in the 'AM(06:00-11:30 AM) field under 'Hours of Administration (Check appropriate hours of administration, if any)'.
The 'Yes' checkbox is checked in the 'Default To Selected When Selecting Orders From Order Group' field.
An order group must exist that contains the following orders: (Order Group A)
A pharmacy-type order code (Order Code A) with a 'Frequency Code' set to "Frequency Code A".
A pharmacy-type order code (Order Code B) with a 'Frequency Code' set to "TWICE A DAY", which is "Daily" and has 'Scheduled Hours of Administration' of "09:00 AM" and "09:00 PM".
A client must have and 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

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Validate the 'Order Group' dialog is displayed and contains "Order Code A" and "Order Code B".
Validate that "Order Code A" is not selected by default.
Validate the checkbox for "Order Code B" is selected.
Set the 'Dose' field to "1".
Select "Tablet" in the 'Dose Unit' field.
Validate the 'Freq' field contains "TWICE A DAY".
Set the 'Dose' field to "1"
Set the 'Duration' to any value and click [Days].
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains a new order for "Order Code B".

Topics

• NX • Order Entry Console

AV-61312 Summary \| Details Client Header - Allergies Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergies and Hypersensitivities Scenario 1: Allergies and Hypersensitivities - Client Header Specific Setup: The 'Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated' registry setting must be set to "N". The 'Require Reaction Severity' 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 be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A) Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays "Allergies (0)". Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Click [Update] and [New Row]. Create a food allergy for "SHELLFISH (MDX-2891)" and click [Save]. Validate the 'Known Food Allergies' field is set to "Yes". Select "No" in the 'Known Medication Allergies' field. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field and click [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays: Allergies (1) with a red icon Allergies Reviewed=Yes (current date) No Known Med Allergies 1) SHELLFISH - Confirmed Click [Update] and [New Row]. Set the 2nd 'Allergen/Reactant' field to "Amoxicillin" and press Tab. Create a drug allergy "AMOXICILLIN (MDX-376) (RxNorm=723)". Set the 'Status' field for the Shellfish allergy to "Inactive" and click [Save]. Validate the 'Known Medication Allergies' field is set to "Yes". Select "No" in the 'Known Food Allergies' field. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the 'Client Header' displays: Allergies (1) with a red icon Allergies Reviewed=Yes (current date) No Known Food Allergies 1) AMOXICILLIN - Confirmed Click [Update]. Set the 'Status' field for the Amoxicillin allergy to "Inactive" and click [Save]. Select "No" in the 'Known Medication Allergies' field. Select "Yes" in the 'Allergies/Hypersensitivities Reviewed' field. Click [Submit]. Validate the 'Client Header' displays: Allergies (0) Allergies Reviewed=Yes (current date) No Known Med or Food Allergies Scenario 2: Validate form access in the Client Header Specific Setup: A client must be admitted into an active episode and have 100 allergies on file (Client A). There must be two users: A user that is logged in and has full access to forms (User A). A user that does not have access to the 'Allergies and Hypersensitivities' form (User B). The users' myDay view must be configured to include the Client Information header (View A). Steps Select "Client A" and navigate to "View A". Hover over the 'Allergies (100)' link in the 'Client Header'. Validate a flyover displays fifteen allergies listed and 85 more. Click the 'Allergies (100)' link. Validate a menu displays and the user can scroll through all the allergies. Close the menu. Click edit icon. Validate the 'Allergies and Hypersensitivities' form opens. Validate the edit icon no longer displays in the 'Client Header'. Discard the form. Select "Client A" and launch the 'Client Dashboard'. Validate the 'Client Dashboard' displays as expected. Hover over the 'Allergies (100)' link in the 'Client Header'. Validate a flyover displays fifteen allergies listed and 85 more. Click the 'Allergies (100)' link. Validate a menu displays and the user can scroll through all the allergies. Close the menu. Click edit icon. Validate the 'Allergies and Hypersensitivities' form opens. Validate the edit icon no longer displays in the 'Client Header'. Discard the form. Log out. Log in as "User B". Select "Client A" and navigate to "View A". Validate the edit icon does not display in the 'Client Header'. Validate a flyover displays fifteen allergies listed and 85 more. Click the 'Allergies (100)' link. Validate a menu displays and the user can scroll through all the allergies. Close the menu. Launch the 'Client Dashboard'. Validate the edit icon does not display in the 'Client Header'. Hover over the 'Allergies (100)' link in the 'Client Header'. Validate a flyover displays fifteen allergies listed and 85 more. Click the 'Allergies (100)' link. Validate a menu displays and the user can scroll through all the allergies. Close the menu.	Topics • Allergies and Hypersensitivities • NX
AV-79206 Summary \| Details Avatar NX - Signatures Scenario 1: Progress Notes (Group and Individual) - obtain signature Specific Setup: The 'Progress Notes (Group and Individual)' form must have a signature field. A client must be enrolled in an existing episode (Client A). Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Click [Sign] in the 'Signature' field. Validate the 'Please Sign On Signature Pad' dialog is displayed. Sign very small on the signature pad. Validate the signature is scaled larger in the dialog. Click [OK]. Validate the 'Signature' field contains the signature. Disconnect the signature pad. Click [Sign] in the 'Signature' field. Validate the 'Please Sign Below' dialog is displayed. Use the mouse to sign in the dialog box. Validate the dialog contains the signature. Click [OK]. Validate the 'Please Sign Below' dialog is no longer displayed. Validate the 'Signature' field contains the new signature. Select "Final" in the 'Draft/Final' field. File the note.	Topics • NX • Progress Notes
AV-79534 Summary \| Details Avatar NX - 'Disclosure Management' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Disclosure Management Scenario 1: Disclosure Management - Form Validations Specific Setup: In the 'View Attachment Types field on the 'Disclosure Management Configuration' form, select various modeled and product form type attachments to include for requesting and authorizing document images for disclosure. In the product and modeled forms selected in the previous step, have documents generated for a client in multiple episodes (Client A). The 'Sort Episodes by Admission Date' registry setting must be enabled. Steps Select "Client A" and access the 'Disclosure Management' form. Enter a date in the 'Request Date' field. Enter a date in the 'Request Information Start Date' field. Enter a date in the 'Request Information End Date' field. In the 'Requested Episode(s)' field, validate all episodes are listed and displayed in a readable format. Select the desired episodes to include. Select the desired items in the 'Requested Chart Items' field. Select the desired documents in the 'Requested Document Images' field. Enter an organization name in the 'Organization' field. Go to the 'Authorization' section. Select "Yes" in the 'Signed Authorization On File' field. Enter a date in the 'Authorization Start Date' field. Enter a date in the 'Authorization End Date' field. Validate all episodes are listed and displayed in a readable format in the 'Authorization Episode(s)' field. Select desired episodes to include in the 'Authorization Episode(s)' field. Click [Update Chart Items Authorized For Disclosure]. Validate all items are set to "Yes" in the 'Authorized' field. Click [Save]. Click [Refresh Chart Items]. Click [Update Document Images Authorized for Disclosure]. Validate all items are set "Yes" in the 'Authorized' field. Click the [Save]. Click [Refresh Document Images]. Go to the 'Disclosure' section. Enter a date in the 'Disclosure Date' field Enter a time in the 'Disclosure Time' field. Select "Electronic" in the 'Disclosure Method' field. Click [Process]. Validate the items list in the 'Disclosure Management' panel are as expected. Select the item and click [View]. Validate the documents displays as expected. Click [Disclose]. Validate the disclosure displays as expected and 'Save' displays. Click [Save]. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [OK]. Validate the file downloads. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [Cancel]. Validate a dialog stating: "Filing cancelled." and click [OK]. Click [Save]. Validate a 'Confirm' dialog stating: "Save PDF on your computer?" and click [Cancel]. Validate nothing downloads. Validate a 'Disclosure' dialog stating: "Once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will be available to view and print items." and click [OK]. Validate the form closes.	Topics • Disclosure • NX
AV-80002 Summary \| Details Avatar NX - Form Return Scenario 1: Recurring Client Charge Input - Validation Specific Setup: A client is defined (Client A). Steps Access the 'Recurring Client charge Input' form. Click [T] in the 'From Date' field and validate the current date is populated. Click the up arrow button in the 'From Date' field. Validate a message is displayed stating: "Future Dates Not Permitted." Click [OK]. Validate the 'From Date' field contains the current date. Click [T] in the 'Through Date' field and validate the current date is populated. Select the desired value in the 'Exclude Weekends' field. Select the desired date(s) in the 'Select Dates' field. Click the "Client Charge Input" section. Validate the 'Date Of Service' field contains the current date. Click the up arrow button in the 'Date Of Service' field. Validate a message is displayed stating: Future date is not permitted in the 'Date Of Service' field. Click [OK]. Validate the 'Date Of Service' field contains the current date. Enter "Client A" in the 'Client ID' field. Enter any service code in the 'Service Code' field. Enter any practitioner in the 'Practitioner' field. Populate any desired fields. Click [Submit]. Validate a 'Form Return' dialog stating: "Recurring Client Charge Input has completed. Do you wish to return to form?" Click [Yes]. Validate the user is taken back to the first section of the 'Recurring Client Charge Input' form and the previously entered data displays. Close the form.	Topics • Client Charge Input • NX
AV-80412 Summary \| Details Avatar NX - User Modeled Forms Scenario 1: Validate dictionaries display in modeled forms Specific Setup: A client must be enrolled in an existing episode (Client A). A user modeled form must exist that is configured with HTML (Form A). Steps Select "Client A" and access 'Form A'. Validate the fields display as expected. Close the form.	Topics • Modeling • NX
AV-81951 Summary \| Details System Codes - Widgets Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Console Widget Viewer Document Capture Scenario 1: 'All Documents' widget - validate the correct documents display for sub-system code Specific Setup: Perceptive must be installed and enabled. A user must be defined (User A). "User A" must be currently logged into the root system code. A document must exist for import. A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view). A sub-system code must exist that limits episode access (Sub-System Code A). The 'Prevent Non-Episodic Document Capture' registry setting must be blank. A client must be admitted in an inpatient and outpatient episode (Client A). Steps Select "Client A" and access the 'Client Dashboard'. Using 'Document Capture', scan or import in a document. Select "Non-episodic" in the 'Episode' field. Capture and save the document. Navigate to the 'All Documents' view. Validate the newly imported non-episodic document is present and select it. Validate the 'Console Widget Viewer' displays the document. Click [Close All]. Open the client's dashboard. Using 'Document Capture', scan or import in a document. Select an outpatient episode in the 'Episode' field. Validate the correct Episode displays in the 'Document Properties' field. Capture and save the document. Navigate to the "All Documents" view. Select "All Episodes" in the 'Episode' field. Refresh the 'All Documents' widget. Validate the newly imported episodic document is present and select it. Validate the 'Console Widget Viewer' displays the document. Log out. Login to "Sub-System Code A" as "User A". Select "Client A" and navigate to the 'All Documents' view. Validate the non-episodic document is present and select it. Validate the 'Console Widget Viewer' displays the document. Validate the 'Episode' field does not contain an outpatient episode. Validate the episodic document from the previous steps is not present in the 'All Documents' widget.	Topics • All Documents Widget • NX
AV-82002 Summary \| Details Import Reports - 'Select Import Type' field Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Import Reports (PM) Scenario 1: Import Reports - Field Validation Specific Setup: A Valid report file(.RPT) should exist in the system. Steps Access the 'Import Reports' form. Select "Import Report as Form" in the 'Select Import Type' field. Populate the required fields. Click [Select Report for Import]. Select the desired report file. Select "Import Report for Command Button Launch" in the 'Select Import Type' field. Validate a message is displayed stating: Import Report as Option' and 'Import Report for Command Button Launch' cannot both be selected. Click [OK]. Validate the 'Select Import Type' field is enabled and only "Import Report as Form" is selected. Validate all other populated data is still displayed. Select "Import Report for Document Routing" in the 'Select Import Type' field. Select "Update Existing Report" in the 'New or Existing Report' field. Select desired existing report in the 'Existing Report' field. Select "Import Report for Command Button Launch" in the 'Select Import Type' field. Validate a message is displayed stating: Import Report as Option' and 'Import Report for Command Button Launch' cannot both be selected. Click [OK]. Validate the 'Select Import Type' field is enabled and only "Import Report as Form" and "Import Report for Document Routing" are selected. Validate all other populated data is still displayed. Click [Submit].	Topics • Crystal Report Template • NX
AV-83421 Summary \| Details OE NX - Orders This Episode - Order Group Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Group Setup Orders This Episode Scenario 1: New Orders - Taper/Titration order group without Start Date offset - first 2 rows contain a 'Duration' Specific Setup: An order group must exist where the 'Taper/Titration Series Of Orders' check box is checked off and the 'For A Taper/Titration Series Of Orders, Use Start Date Offset' is set to "No". (Order Group A) Order Group A must have 4 rows and all rows must have a 'Dose', 'Dose Unit', 'Frequency' and the first two orders must have a "5" Day 'Duration' and last two orders should not have a duration. A client must have an active episode whose program or unit is not configured in the 'External Pharmacy Setup' form. (Client A) Steps Select "Client A" and access the 'Order Entry Console'. Search for and select "Order Group A" in the 'New Order' field. Validate that the 'Taper/Titration' dialog is displayed. Validate that the 'Order Group Start Date' field contains the current date. Validate that the 'Start Time' field contains the current time. Validate that there are 4 rows. Click [Select All]. Validate that all 4 rows are expanded to show additional fields. Validate that the 'Start Date' field for row 1 contains the current date. Validate that the 'Start Time' field for row 1 contains the current time. Validate that the 'Start Date field for row 2 contains a date that is 5 days in the future of the 1st row's 'Start Date'. Validate that the 'Start Time' field for row 2 contains the current time. Validate that the 'Start Date' field for row 3 contains a date that is 5 days in the future of the 2nd row's 'Start Date'. Validate that the 'Start Time' field for row 3 contains the current time. Validate that the 'Start Date field for row 4 contains no value Validate that the 'Start Time' field for row 4 contains no value Click [Add to Scratchpad] Validate that orders 1 and 2 do not contain a red flag in the 'Action' column of the 'Scratchpad'. Validate that orders 3 and 4 do contain a red flag in the 'Action' column of the 'Scratchpad'. Select order 3. Enter a "5" in the 'Duration' field and select [Days]. Click [Update Order]. Validate that the 'Action' column for order 3 does not contain a red flag. Select order 4. Enter a "5" in the 'Duration' field and select [Days]. Set the 'Start Date' field to the same value of order 3's 'Stop Date'. Set the 'Start Time' field to the current time. Validate that the 'Stop Date' contains a value that is 5 days in the future of the 'Start Date'. Validate that the 'Stop Time' contains a value that is one minute prior to the 'Start Time'. Click [Update Order]. Validate that the 'Action' column for order 4 does not contain a red flag. Click [Sign]. Validate that the 'Order grid' 4 new orders. Scenario 2: Order Group - Order Code Default Checked In Order Group Specific Setup: An order group must exist with multiple order codes and at least one order code that has 'Default To Selected When Selecting Orders From Order Group' set to "Yes" 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’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" in the 'New Order' field. Uncheck the defaulted order code and select any other order code. Click [Add to Scratchpad]. Validate only the selected order has been added to the scratchpad. Select the order and fill out any required fields. Click [Update Order] and [Sign].	Topics • NX • Order Entry Console
AV-83704 Summary \| Details Task List - Refresh Button Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Nursing Caseload Assignment Scenario 1: Task List - Search for Patient outside of Caseload Specific Setup: A client must exist outside of the logged in user's caseload. (Client A) A unit must exist with clients. (Unit A) Steps Access the 'Nursing Caseload Assignment' form. Select "Unit A" from the 'Select Clients From Unit' field. Validate the 'Select Clients To Include In Current Caseload' field contains "Client A". Validate the 'Current Caseload' field does not contain "Client A". Select a few clients not including “Client A” and click [Move Selected Clients To Current Caseload]. Click [Submit] Access the 'Task List' widget. Validate that while data is loading the 'Refresh Tasks' button shows "Loading..." and is disabled. Validate that after all data is finished loading, the 'Refresh Tasks' button is enabled and shows "Refresh Tasks". Validate the caseload is listed in ascending order by unit/room/bed Search for and select "Client A" from the 'Search Patients' field. Validate that while data is loading the 'Refresh Tasks' button shows "Loading..." and is disabled. Validate that after all data is finished loading, the 'Refresh Tasks' button is enabled and shows "Refresh Tasks". Validate that "Client A" is the only patient visible in the 'Task List' widget. Click the “x” in the ‘Search Patients’ field. Validate that while data is loading the 'Refresh Tasks' button shows "Loading..." and is disabled. Validate that after all data is finished loading, the 'Refresh Tasks' button is enabled and shows "Refresh Tasks". Validate the caseload refreshes to the default view. Scenario 2: Task List - Filter Task List widget to view patients by Unit Specific Setup: A unit must exist that contains several clients. (Unit A) Steps Access the 'Nursing Caseload Assignment' form. Select "Unit A" from the 'Select Clients From Unit' field. Validate several clients are displayed in the 'Select Clients To Include In Current Caseload' field and click [Discard]. Validate a dialog is displayed that states: "Are you sure you want to Close without saving?" and click [Yes]. Access the 'Task List' widget. Select "By Unit" from the 'View' field. Validate that while data is loading the 'Refresh Tasks' button shows "Loading..." and is disabled. Validate that after all data is finished loading, the 'Refresh Tasks' button is enabled and shows "Refresh Tasks". Select "Unit A" from the 'Unit' field. Validate that while data is loading the 'Refresh Tasks' button shows "Loading..." and is disabled. Validate that after all data is finished loading, the 'Refresh Tasks' button is enabled and shows "Refresh Tasks". Validate all clients from "Unit A" are displayed in the Task List view.	Topics • NX
AV-83717 Summary \| Details Avatar NX - Search fields Scenario 1: Diagnosis - Add new / Add to Problem List Specific Setup: A client must be enrolled in an existing episode (Client A). A practitioner must be defined (Practitioner A). Steps Select "Client A" and access the 'Diagnosis' form. Click [Add] if present. Select any value for the 'Type of Diagnosis' field. Enter the desired values for the 'Date of Diagnosis' and 'Time of Diagnosis' fields. Click [New Row]. Enter any value in the 'Diagnosis Search' field and press the 'Enter' key. Validate "Powered By IMO Terminology" displays under the search results. Select a diagnosis that has an associated SNOMED code. Enter "Practitioner A" in the 'Diagnosing Practitioner' field. Press the down arrow key to focus on "Practitioner A" and press the 'Enter' key. Validate the 'Diagnosing Practitioner' field contains "Practitioner A". Populate any desired and required fields. Select "Yes" in the 'Add to Problem List' field. Submit the form. Access the 'Problem List' form. Click [Enter Problems]. Validate the new diagnosis is included. Click [View - DSM/IDC Code]. Validate a dialog opens with the DSM/IDC code data for the problem. Close out of the dialog. Click [View - System Notes]. Validate the dialog displays the user information for the problem. Close out of the dialog. Click [Close/Cancel]. Close the form. Scenario 2: 'Results Entry' - Add/Edit Results Specific Setup: A client is enrolled in an existing episode (Client A). A diagnostic code must be defined (Code A). Steps Select "Client A" and access the 'Results Entry' form. Select "Add" in the 'Add/Edit/Delete Result' field. Populate all required and desired fields. Enter any value in the 'Diagnostic Code' field. Validate the 'Select Order' button does not overlap the search results and select the desired value. Press the down arrow key to focus on "Code A" and press the 'Enter' key. Validate the 'Diagnostic Code' field contains "Code A". Click [File Header Info]. Validate a message is displayed stating: Header information filed. Click [OK]. Select "Edit" in the 'Add/Edit/Delete Result' field. Click [Select Result]. Select the result filed in the previous steps from the 'Select Result' dialog and click [OK]. Validate all previously filed data is displayed. Update any desired fields. Click [File Header Info]. Validate a message is displayed stating: Header information filed. Click [OK] and [Exit Option].	Topics • Diagnosis • NX • Results Entry
AV-83840 Summary \| Details Avatar NX - Data Import Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Data Import (PM) Scenario 1: Data Import - validate functionality when errors occur Specific Setup: A file containing errors must exist for import (File A). Steps Access the 'Data Import' form. Click [Select Data Import File]. Validate a dialog stating: "Warning!! The file upload process may take a few minutes to process." and click [OK]. Select "File A" and click [Open]. Validate the 'Select Data Import File' button is disabled. Click [Validate Data Import File]. Validate a 'Confirm' dialog stating: "There are 1 or more errors within the file import." and click [OK]. Validate the error(s) display in the 'Errors and Warnings' field. Validate the 'Validate Data Import File' button is disabled. Click [Download Data Import Error/Warning File]. Validate the file downloads and the 'Download Data Import Error/Warning File' button is disabled. Close the form.	Topics • Data Import • NX
AV-84013 Summary \| Details Avatar NX - 'My To Do's' widget Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Approver Override Reassign To Do Item Registry Settings (PM) Review To Do Item Scenario 1: Undocked Form - Signing off on documents in the 'My To Do's' widget Specific Setup: Two clients must be enrolled in an existing episode (Client A) and (Client B). A user is a staff member and has the 'My To Do's' widget on their myDay view (User A). "User A" is defined with an associated staff member and logged in. Another user must be defined (User B). "Client A" must and have a progress note routed to "User A" for approval. Document routing must be enabled for the 'Individual Progress Note' form. Please note: This is for Avatar NX systems. Steps Access the undocked 'Individual Progress Note' form. Validate the undocked 'Individual Progress Note' form opens. Switch to the myDay view. Navigate to the 'My To Dos' widget. Navigate to the 'Document to Sign' for "Client A" and click [Review]. Switch to the undocked 'Individual Progress Note' form. Select "Client B" in the 'Select Client' field. Populate all required and desired fields. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for the current user/staff member as the Author. Click [Sign and Route]. Enter the password associated with the logged in user and click [Verify]. Validate the 'Route Document To' dialog is displayed. Select the "User A" as the 'Approver'. Click [Submit]. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed." Click [OK] Switch to the 'Documents to Review' window. Validate a 'Confirm' dialog stating "There are one or more items within your Workflow Management To Do List." Click [OK]. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the 'Documents to Review' window closes. Validate the To-Do is no longer displayed for "Client A". Validate the To-Do is displayed for "Client B". Validate the 'Ellipsis' displays. Click this and validate a menu. Select "Create Note to Self" from the menu. Validate a 'Note to Self' dialog and type any value in the 'Create a new note' field. Click [OK]. Verify the icon is a check box. Mouse over the icon and validate the note displays. Click the 'Ellipsis' and select "Re-Assign To Do" from the menu. Validate a 'Continue?' dialog stating: "This to-do cannot be re-assigned with the "Reassign To-Do Item" form, continuing will open "Approver Override" and click [OK]. Validate the 'Approver Override' form displays with the data from the note. Click [Update Approvers]. In the 'Route Document To' dialog, deselect "User A" as an approver in the approver list. In the 'Add Approver' field search for "User B" and then click [Add] to add the user to approver list. Click [Submit]. Close the form. Validate the To-Do for "Client B" no longer displays. Click [Change]. Validate a 'Select Staff' dialog. Select "User B" and click [OK]. Validate the To-Do's display for "User B" and the to do for "Client B" is present. Click [Review]. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the 'Documents to Review' window closes. Close the To Do's. Switch to the undocked 'Individual Progress Note' form. Close the form. Scenario 2: Validate the 'Allow Users to Reassign To Do List Items' registry setting Specific Setup: The 'Allow Users to Reassign To Do List Items' registry setting must be disabled. There must be two users: A user must have the 'My To Do's' widget configured on a view with various To Do's awaiting approval (User A). "User A" must be logged in. A user must have the 'My To Do's' widget configured on a view (User B). Various To Do's must include: Approve Document (To Do A) Review Results (To Do B) Review To Do Item (To Do C) Steps Navigate to the 'My To Do's' widget. Validate "To Do A", "To Do B", and "To Do C" display. Validate the 'Ellipsis' displays. Click this and validate 'Reassign To Do' is disabled. Select "Create Note to Self" from the menu. Validate a 'Note to Self' dialog and type any value in the 'Create a new note' field. Click [OK]. Verify the icon is a check box. Mouse over the icon and validate the note displays. Access the 'Registry Settings' form. Enter "allow users to reassign to do" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Enter "Y" in the 'Registry Setting Value' field. Click [Submit]. Validate a 'Registry Editor Filing' dialog and click [OK], and [No]. Navigate to the 'My To Do's' widget. For "To Do A", click the 'Ellipsis' and select "Reassign To Do" from the menu. Validate a 'Continue?' dialog stating: "This to-do cannot be re-assigned with the "Reassign To-Do Item" form, continuing will open "Approver Override" and click [OK]. Validate the 'Approver Override' form displays. Click [Update Approvers]. In the 'Route Document To' dialog, deselect "User A" as an approver in the approver list. In the 'Add Approver' field search for "User B" and then click [Add] to add the user to approver list. Click [Submit]. Close the form. Validate "To Do A" no longer displays. For "To Do B", click the 'Ellipsis' and select "Reassign To Do" from the menu. Validate the 'Reassign To Do Item' form launches. Enter "User B" in the 'Select User to Reassign To Do Item to' field. Click [Submit]. Validate "To Do B" no longer displays. For "To Do C", click the 'Ellipsis' and select "Reassign To Do" from the menu. Validate the 'Reassign To Do Item' form launches. Enter "User B" in the 'Select User to Reassign To Do Item to' field. Click [Submit]. Validate "To Do B" no longer displays. Log out and log in as "User B". Navigate to the 'My To Do's' widget. Validate "To Do A", "To Do B", and "To Do C" display. Click [Review] for "To Do A". Validate the to do displays as expected in the 'Document Preview'. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate "To Do A" no longer displays. Click [Review Results] for "To Do B". Validate the results display as expected in the 'Results to Review'. Click the 'Client Reviewed' checkbox. Click [Mark Reviewed]. Enter any value in the 'Notes' field. Click [Save]. Validate "To Do B" no longer displays. Click [Review To Do Item] for "To Do C". Validate the 'Review To Do Item' form opens and displays as expected. Click [Reviewed] and [Submit]. Validate "To Do C" no longer displays. Close the To Do's.	Topics • NX • Progress Notes • ToDo's • To-Do's
AV-84060 Summary \| Details Avatar NX - Treatment Plan Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality Specific Setup: Client must be admitted to an active episode. (Client A). Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled. Please note: Avatar CWS 2022 Update 55 introduces the "Service Mode", "Place of Service", "Amount", and "Agency and Staff Responsible" field in the 'Assigned Services' grid. Avatar NX 2022.09.00 build provides support. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Set the 'Plan Date' field to the current date. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Validate all the fields display as expected. Add a 'Goal' and 'Objective' if desired and validate the fields display as expected. Click [Add New Intervention]. Enter any value in the 'Intervention' text field. Select any value from the 'Status' field. Click [Add Service] in the 'Assigned Services' field. Populate the 'Service Program' field. Enter a search value in the 'Service Code' field to bring up the listing of service code values. Select any service code. Validate the service code field is populated as expected in the 'Service Code' field. Select any value in the 'Frequency' field. Select any value in the 'Duration' field. Select any value in the 'Service Mode' field. Select any value in the 'Place of Service' field. Enter any value in the 'Amount' field. Enter and value in the 'Agency and Staff Responsible' field. Click [Add Service] in the 'Assigned Services' field. Populate all desired fields. Click [Return To Plan]. Click [Submit]. Validate the plan submits successfully. Select "Client A" and access the 'Treatment Plan' form. Click to edit the row just submitted. Click [Launch Plan]. Click the 'Interventions' item on the plan tree. Click [Add New Intervention]. Enter any value in the 'Intervention' text field. Select any value from the 'Status' field. In the 'Assigned Services' grid, click [Copy Service]. In the 'Add Services From Other Intervention's' dialog, choose the service added in the intervention previous submitted. Click [Copy]. Validate the 'Assigned Services' grid columns are populated with the service information, as expected. Click [Copy Service]. Validate the service previously copied is disabled and select the remaining service. Validate the services display as expected and neither are duplicated. Select the 'Assigned Services' row just added. Click the [Delete Service] button. Validate the service row is removed from the 'Assigned Services' grid, as expected. Click [Return to Plan]. Click [Submit]. Validate the plan submits successfully. Scenario 2: Treatment Plan Copy (Interventions) - "Assigned Services" grid functionality Specific Setup: Client must be admitted to an active episode. (Client A). Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled. A copy must exist of the 'Treatment Plan' form (Treatment Plan Copy). Steps Select "Client A" and access the 'Treatment Plan Copy' form. Click [Add]. Set the 'Plan Date' field to the current date. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Validate all the fields display as expected. Add a 'Goal' and 'Objective' if desired and validate the fields display as expected. Click [Add New Intervention]. Enter any value in the 'Intervention' text field. Select any value from the 'Status' field. Click [Add Service] in the 'Assigned Services' field. Populate the 'Service Program' field. Enter a search value in the 'Service Code' field to bring up the listing of service code values. Select any service code. Validate the service code field is populated as expected in the 'Service Code' field. Select any value in the 'Frequency' field. Select any value in the 'Duration' field. Click [Return To Plan]. Click [Submit]. Validate the plan submits successfully. Select "Client A" and access the 'Treatment Plan Copy' form. Click to edit the row just submitted. Click [Launch Plan]. Click the 'Interventions' item on the plan tree Click [Add New Intervention]. Enter any value in the 'Intervention' text field. Select any value from the 'Status' field. In the 'Assigned Services' grid, click [Copy Service]. In the 'Add Services From Other Intervention's' dialog, choose the service added in the intervention previous submitted. Click [Copy]. Validate the 'Assigned Services' grid columns are populated with the service information, as expected. Select the 'Assigned Services' row just added. Click the [Delete Service] button. Validate the service row is removed from the 'Assigned Services' grid, as expected. Click [Return to Plan]. Click [Submit]. Validate the plan submits successfully.	Topics • NX • Treatment Plan
AV-84253 Summary \| Details Treatment Plan - Tree View Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan - dragging and dropping library items Specific Setup: A client must be enrolled in an existing episode (Client A). User must have Treatment Plan library that contains problems, goals, objectives, and interventions. Steps Select "Client A" and access the 'Treatment Plan' form. Select the desired episode if present. Enter the desired date in the 'Plan Date' field. Select the desired value for the 'Plan Type' field. Populate any required and desired fields. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Validate a scroll bar displays along the library pane. Resize the library pane and validate the scrollbar displays as expected. Select a problem from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Select a goal from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Select an objective from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Select an intervention from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Click [Return to Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK]. Click [Submit]. Select "Client A" and access the 'Treatment Plan' form. Select the entry from the previous steps and click [Edit]. Validate the data filed in the previous steps is present. Click [Launch Plan]. Select an intervention from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Select the initial intervention and click [Delete Selected Item]. Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK]. Validate the 'Treatment Plan' field contains the newly added intervention. Click [Return to Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK]. Click [Submit].	Topics • NX • Treatment Plan
AV-84374 Summary \| Details Avatar NX - View Definition Scenario 1: Avatar NX - "View Definition" functionality validations Specific Setup: Have two views defined in the 'View Definition' form that each contain one or more widgets on the view (View A and View B). "View B" must have customization disabled through the 'View Definition' form. A user must be defined and have both "View A" and "View B" on their myDay view (User A). "User A" must have access to the 'View Definition' form. Must be logged in as "User A". Steps Access the 'View Definition' form. Click [Select View]. Select "View A" in the 'Select Views' field. Click [Launch View Designer]. Validate the widgets display as expected. Drag and drop widgets between the 'Available Widgets' and 'Assigned Widgets' columns. Validate widgets are moved as expected. Drag and drop a widget from the 'Assigned Widgets' and the widget layout view area. Validate the widget is moved successfully. Click [Include Client Information header in view]. Click [Submit] and submit the form. From the 'myDay' view, navigate to "View B" and click back to "View A". Validate the 'Client Information' header is aligned with the widgets. Close the sidebar. Validate the view resizes and the 'Client Information' header aligns with the widgets. Open the sidebar. Validate the view resizes and the 'Client Information' header aligns with the widgets. Select the 'My Activity' menu. Select the 'Customize Toggle' button. Validate the view resizes and the 'Client Information' header aligns with the widgets. Select the 'View/Add Widgets' tab and click [Reload View] and [Yes]. Validate layout reflects changes done in the 'View Definition' form. While in 'Customize View', remove one or more widgets from the view. From the right side panel, drag-and-drop them back to the layout. Validate the widget is returned to the layout as expected. Select "View B" and validate the 'Customize Toggle' is disabled. Select the 'Customize Toggle' button to ensure it is still disabled. Verify the 'Reload Menu' button exists. Close the menu. Validate the view resizes and the 'Client Information' header aligns with the widgets.	Topics • NX • View Definition • Widgets
AV-84565 Summary \| Details OE NX - Order Entry Console - Create Additional One Time Only orders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: OE NX - Orders This Episode - Create Additional One-Time-Only Order(s) Specific Setup: Avatar OE 2022 Update 79 and Avatar NX Release 2022.11.00 are required for full functionality. The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Create Additional One-Time-Only Order(s) for 'Give Now' Orders' registry setting must be set to the dictionary code for a One-Time-Only frequency. Please log out of the application and log back in after completing the above configuration. “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 Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Populate the required fields selecting a routine frequency code. Click the 'Give Initial Dose Now' [Yes] button. Adjust the 'Second Dose' time and select "Ok to Administer" and click [Save]. Populate any remaining required fields and click [Add to Scratchpad]. Validate there are 3 orders in the 'Scratchpad': 2 One-Time-Only orders, and one for the routine frequency selected. Click [Sign] and validate the 3 orders are displayed in the 'Order grid'.	Topics • NX • Order Entry Console
AV-84664 Summary \| Details OE NX - Give Initial Dose Now - Adjusted 'First Dose Time' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Frequency Code Setup Orders This Episode Dictionary Update (CWS) Scenario 1: OE NX - Scheduled One Time Only frequency Code - 'First Dose' adjustment allowed when 'Give Initial Dose Now' "60" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60". A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with scheduled hour(s) of administration set to "08:00 AM" and 'Default Give Initial Dose Now' set to "No" in the 'Frequency Code Setup' form 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. Note: For testing purposes the current time is after "08:00 AM". Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Populate the required fields selecting "Frequency Code A" from the 'Frequency' field. Validate the 'First Dose Date' field contains tomorrow's date. Validate the 'First Dose Time' field contains "08:00 AM". Validate the 'Start Date' field contains tomorrow's date. Validate the 'Start Time' field contains "08:00 AM". Click 'Give Initial Dose Now' [Yes]. Validate the 'First Dose Date' field contains the current date. Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour. Change the 'First Dose Time' to any time greater than 60 minutes past the current time. Validate the 'Give Initial Dose Now' [Yes] button becomes deselected. Populate any remaining required fields and click [Add to Scratchpad] and [Sign]. Validate the order displays in the 'Order grid'. Scenario 2: OE NX - Unscheduled One Time Only Frequency Code - Default to Give Initial Dose Now Specific Setup: A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code 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 Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Populate the required fields selecting "Frequency Code A" from the 'Frequency' field. Validate 'Give Initial Dose Now' [Yes] is selected and the 'First Dose Date", 'First Dose Time', 'Start Date, and 'Start Time' fields are set to the current date and time, rounded up to the nearest half hour. Click [Add to Scratchpad] and [Sign]. Validate the order created displays in the 'Order grid'. Scenario 3: OE NX - One Time Only - Default to give Initial Dose Now - Order Group Specific Setup: A frequency code (Frequency Code A) must be configured as a one time only, frequency with 'Default to Give Initial Dose Now' set to "Yes". An order group (Order Group A) must be created with at least one pharmacy-type order code (Order Code A) that has a default frequency of "One Time Only" 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 Select "Client A" and access the Order Entry Console. Search for and select 'Order Group A" from the 'New Order' field. Select "Order Code A" and validate "One Time Only" is selected in the 'Frequency' field. Click [Add to Scratchpad]. Select "Order Code A" from the 'Scratchpad' and validate the 'First Dose Date', 'First Dose Time', 'Start Date, and 'Start Time' fields are set to the current date and time, rounded up to the nearest half hour. Populate any remaining required fields and click [Update Order]. Click [Sign] and validate an order for "Order Code A" displays in the 'Order grid'. Scenario 4: OE NX - Default Give Initial Dose Now - (524) Require Hours of Administration for Routine Orders" is not required Specific Setup: The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to "Hours of Administration are not required for Routine orders." in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code Setup' form Please log out of and back into the application 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 Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Populate the required fields selecting "Frequency Code A" from the 'Freq' field. Validate the 'First Dose Date' field is required and contains the current date. Validate the 'First Dose Time' field is required and contains the current date rounded up to the nearest half hour. Validate the 'Give Initial Dose Now [Yes]' button is selected. Validate the 'Start Date/Time' fields are disabled and contain the same values as the 'First Dose Date/Time' fields. Click [Add to Scratchpad] and click [Sign]. Validate the order displays in the 'Order grid'. Scenario 5: OE NX - Unscheduled One Time Only Frequency Code - Manual Give Initial Dose Now Specific Setup: A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to no value in the 'Frequency Code 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 Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Populate the required fields selecting "Frequency Code A" from the 'Freq' field. Validate the 'First Dose Date/Time' fields are not required and contain no value. Validate the 'Start Date/Time' fields are required, enabled, and contain the current date and time. Click the 'Give Initial Dose Now [Yes]' button. Validate the 'First Dose Date', 'First Dose Time', 'Start Date', and 'Start Time' fields are all updated to the current date and current time rounded up to the nearest half hour. Click [Add to Scratchpad] and [Sign]. Validate the order displays in the 'Order grid'. Scenario 6: OE NX - Unscheduled One Time Only frequency Code - 'First Dose' adjustment allowed when 'Give Initial Dose Now' "60" - Default Give Initial Dose Now Specific Setup: The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to “Hours of Administration are required and the correct number of Hours of Administration is enforced for Routine orders.” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code Setup' form The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60". Please log out of and back into the application 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 Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order. Populate the required fields selecting "Frequency Code A" from the 'Freq' field. Validate the 'Give Initial Dose Now [Yes]' button is selected. Set the 'First Dose Time' field to a value outside the allowable window ('First Dose' adjustment allowed when 'Give Initial Dose Now' registry setting). Validate the 'Give Initial Dose Now [Yes]' button is deselected. Re-select the 'Give Initial Dose Now [Yes]' button and validate the 'First Dose Date', 'First Dose Time', 'Start Date', and 'Start Time' fields are all updated to the current date and time rounded up to the nearest half hour. Click [Add to Scratchpad] and [Add to Scratchpad] Validate the order displays in the 'Order grid'.	Topics • NX • Order Code Setup • Order Entry Console
AV-84722 Summary \| Details OE NX - 'Order Group' dialog - Order Code selected by default Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Group Setup Orders This Episode Scenario 1: New Orders - Taper/Titration order group without Start Date offset - first 2 rows contain a 'Duration' Specific Setup: An order group must exist where the 'Taper/Titration Series Of Orders' check box is checked off and the 'For A Taper/Titration Series Of Orders, Use Start Date Offset' is set to "No". (Order Group A) Order Group A must have 4 rows and all rows must have a 'Dose', 'Dose Unit', 'Frequency' and the first two orders must have a "5" Day 'Duration' and last two orders should not have a duration. A client must have an active episode whose program or unit is not configured in the 'External Pharmacy Setup' form. (Client A) Steps Select "Client A" and access the 'Order Entry Console'. Search for and select "Order Group A" in the 'New Order' field. Validate that the 'Taper/Titration' dialog is displayed. Validate that the 'Order Group Start Date' field contains the current date. Validate that the 'Start Time' field contains the current time. Validate that there are 4 rows. Click [Select All]. Validate that all 4 rows are expanded to show additional fields. Validate that the 'Start Date' field for row 1 contains the current date. Validate that the 'Start Time' field for row 1 contains the current time. Validate that the 'Start Date field for row 2 contains a date that is 5 days in the future of the 1st row's 'Start Date'. Validate that the 'Start Time' field for row 2 contains the current time. Validate that the 'Start Date' field for row 3 contains a date that is 5 days in the future of the 2nd row's 'Start Date'. Validate that the 'Start Time' field for row 3 contains the current time. Validate that the 'Start Date field for row 4 contains no value Validate that the 'Start Time' field for row 4 contains no value Click [Add to Scratchpad] Validate that orders 1 and 2 do not contain a red flag in the 'Action' column of the 'Scratchpad'. Validate that orders 3 and 4 do contain a red flag in the 'Action' column of the 'Scratchpad'. Select order 3. Enter a "5" in the 'Duration' field and select [Days]. Click [Update Order]. Validate that the 'Action' column for order 3 does not contain a red flag. Select order 4. Enter a "5" in the 'Duration' field and select [Days]. Set the 'Start Date' field to the same value of order 3's 'Stop Date'. Set the 'Start Time' field to the current time. Validate that the 'Stop Date' contains a value that is 5 days in the future of the 'Start Date'. Validate that the 'Stop Time' contains a value that is one minute prior to the 'Start Time'. Click [Update Order]. Validate that the 'Action' column for order 4 does not contain a red flag. Click [Sign]. Validate that the 'Order grid' 4 new orders. Scenario 2: Order Group - Order Code Default Checked In Order Group Specific Setup: An order group must exist with multiple order codes and at least one order code that has 'Default To Selected When Selecting Orders From Order Group' set to "Yes" 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’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" in the 'New Order' field. Uncheck the defaulted order code and select any other order code. Click [Add to Scratchpad]. Validate only the selected order has been added to the scratchpad. Select the order and fill out any required fields. Click [Update Order] and [Sign].	Topics • NX • Order Entry Console
AV-84723 Summary \| Details Start Date - Scratchpad Modifying Order Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: App Dashboard Order Entry Console Scenario 1: OE NX - Interval Order - Order Entry Console (Admission Med Reconciliation) Specific Setup: A frequency code must exist that is configured as an interval frequency code. (Frequency Code A) 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 Select "Client A" and access the Order Entry Console. Select the 'Admission Med Reconciliation' tab Search for and select any pharmacy-type order code. Set the 'Start Date' field to a date in the future from the current date. Click [Add to Scratchpad]. Select the pharmacy order from the inpatient medications scratchpad. Validate the 'Start Date' field contains the date in the future from the current date. Set the 'Start Date' field to the current date. Populate all required field and ensure that "Frequency Code A" is selected in the 'Freq' field. Validate the 'Custom' button does not display. Click [Update Order] and click [Reconcile & Review]. Validate the 'Admission Med Reconciliation' tab displays in view-only mode. 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 Select "Client A" and access the Order Entry Console. Search for and select "Lisinopril 20 MG Tablet ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "13" and click the [Doses]. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Validate the 'Stop Date' field is view only mode. Validate the 'Stop Date' field contains a date six days in the future from the current date. Validate the 'Stop Time' field is view only mode. Validate the 'Stop Time' field contains "the administration time set". Click [Star-My Favorites] and click refresh. Click 'My Favorites'. Select "LISINOPRIL 20 MG Tablet1 Tablet, TWICE A DAY" and click [Add to Scratchpad]. Validate the scratchpad contains the order "LISINOPRIL 20 MG Tablet1 Tablet, TWICE A DAY". Validate the 'Scratchpad - Start Date' contains the current date. Validate the 'Scratchpad - Stop Date' contains a date six days in the future from the current date. Select the order "LISINOPRIL 20 MG Tablet1 Tablet, TWICE A DAY" from the scratchpad. Validate the 'Duration' field contains "13". Validate the 'Doses' field contains "Doses". Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Validate the 'Stop Date' field contains a date six days in the future from the current date and is disabled. Validate the 'Stop Time' field contains "the administration time set". Set the 'Start Date' field to a date in the future from the current date. Click [Update Order]. Select the order "LISINOPRIL 20 MG Tablet1 Tablet, TWICE A DAY" from the scratchpad. Validate the 'Start Date' field contains the date in the future from the current date. Set the 'Start Date' field to the current date. Click [Update Order] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the order grid contains the order "LISINOPRIL 20 MG ORAL Tablet1 Tablet, TWICE A DAY". Validate the 'Start Date' contains "The current date". Validate the 'Stop Date' contains a date six days in the future from the current date.	Topics • NX • Order Entry Console
AV-84860 Summary \| Details Avatar NX - Disabling Copy/Paste Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Progress Notes (Group and Individual) Scenario 1: Validate copy/paste functionality when the ability to both copy and paste is enabled Specific Setup: A client must be enrolled in an existing episode and have a picture on file (Client A). The 'Disable Pasting into Text Fields' registry setting must be set to "N". The 'My To Do's' widget must be configured to the user's myDay view. The 'Progress Notes (Group and Individual)' form must have a signature field. There must be documents routed to the logged in user. A blank word document must be available for pasting (Document A). Please note this is for Avatar NX systems. Copy/paste functionality must be enabled. This is the default setting; changing this must be done by contacting a Netsmart Representative. Steps Highlight text within the application. Right click and select "Copy". In the 'What can I help you find?' field, right click and select "Paste". Validate the copied text displays. Navigate to the 'My To Do's' widget. Click [Create a Note]. Press "Ctrl + V" on the 'Note' field. Validate the copied text displays. Click [OK] and [Close]. Access the 'Scheduling Calendar'. Right click on an available time slot. Click [Add Appointment]. In the 'Client' field, right click and select "Paste". Validate the 'Client' field contains the copied text. Continue highlighting text and validate it pastes. Click [Discard], [Yes], and [Dismiss]. Access the 'Progress Notes (Group and Individual)' form. Right click on the 'Select Client' field and select "Paste". Validate the 'Select Client' field contains the copied text. Enter and select "Client A" in the 'Select Client' field. Right click the client image and select "Copy Image". Validate the ability to paste the image in "Document A". Continue highlighting text and validate it pastes as expected. Populate all required and desired fields. Navigate to the 'Signature' field and click [Sign]. Sign in the dialog and click [OK]. Validate the signature displays. Right click on the signature and select "Copy Image". Validate the ability to paste the image in "Document A". Select "Draft" in the 'Draft/Final' field. Click [Submit Note]. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK]. Close the form. Scenario 2: Validate copy/paste functionality when the ability to copy is disabled Specific Setup: A client must be enrolled in an existing episode and have a picture on file (Client A). The 'Disable Pasting into Text Fields' registry setting must be set to "N". The 'My To Do's' widget must be configured to the user's myDay view. The 'Progress Notes (Group and Individual)' form must have a signature field. There must be documents routed to the logged in user. Please note this is for Avatar NX systems. Copy functionality must be disabled. Changing this must be done by contacting a Netsmart Representative. Steps Highlight text within the application. Right click and select "Copy". In the 'What can I help you find?' field, right click and select "Paste". Validate the selected text does not display. Highlight the URL. Right click and select "Copy". In the 'What can I help you find?' field, right click and select "Paste". Validate the URL is pasted. Navigate to the 'My To Do's' widget. Click [Create a Note]. Press "Ctrl + V" on the 'Note' field. Validate the URL displays. Click [Cancel] and [Close]. Access the 'Scheduling Calendar'. Right click on an available time slot. Click [Add Appointment]. In the 'Client' field, right click and select "Paste". Validate the 'Client' field contains the URL. Highlight text to copy and validate the URL still pastes since copy is disabled in the application. Click [Discard], [Yes], and [Dismiss]. Access the 'Progress Notes (Group and Individual)' form. Right click on the 'Select Client' field and select "Paste". Validate the 'Select Client' field contains the copied URL. Enter and select "Client A" in the 'Select Client' field. Highlight text to copy and validate the URL still pastes since copy is disabled in the application. Right click the client image and validate "copy" is not an option. Populate all required and desired fields. Navigate to the 'Signature' field and click [Sign]. Sign in the dialog and click [OK]. Validate the signature displays. Right click on the signature and validate "copy" is not an option. Select "Draft" in the 'Draft/Final' field. Click [Submit Note]. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK]. Close the form. Scenario 3: Validate copy/paste functionality when the ability to both copy and paste are disabled Specific Setup: A client must be enrolled in an existing episode and have a picture on file (Client A). The 'Disable Pasting into Text Fields' registry setting must be set to "N". The 'My To Do's' widget must be configured to the user's myDay view. The 'Progress Notes (Group and Individual)' form must have a signature field. There must be documents routed to the logged in user. Please note this is for Avatar NX systems. Copy/paste functionality must both be disabled. Changing this must be done by contacting a Netsmart Representative. Steps Highlight text within the application. Right click and select "Copy". In the 'What can I help you find?' field, right click and select "Paste". Validate the selected text does not display. Navigate to the 'My To Do's' widget. Click [Create a Note]. Press "Ctrl + V" on the 'Note' field. Validate the selected text does not display. Click [Cancel] and [Close]. Access the 'Scheduling Calendar'. Right click on an available time slot. Click [Add Appointment]. In the 'Client' field, right click and select "Paste". Validate the 'Client' field does not contain the selected text. Continue highlighting text and validate copy/paste does not work. Click [Discard], [Yes], and [Dismiss]. Access the 'Progress Notes (Group and Individual)' form. Right click on the 'Select Client' field and select "Paste". Validate the 'Select Client' field does not contain the selected text. Enter and select "Client A" in the 'Select Client' field. Right click the client image and validate "copy" is not an option. Continue highlighting text and validate copy/paste does not work. Populate all required and desired fields. Navigate to the 'Signature' field and click [Sign]. Sign in the dialog and click [OK]. Validate the signature displays. Right click on the signature and validate "copy" is not an option. Select "Draft" in the 'Draft/Final' field. Click [Submit Note]. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK]. Close the form.	Topics • NX • Progress Notes (Group And Individual) • Scheduling Calendar
AV-84947 Summary \| Details OE NX - Orders with every nth day frequency codes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Orders This Episode Frequency Code Setup Order Group Setup Scenario 1: OE NX - Create an order using an "Every Nth Day" frequency code with no scheduled administration times Specific Setup: A frequency code must exist that has the following configuration:(Every 2 Days) 'Routine or PRN(As Needed)' is set to "Routine" 'One Time Only' is set to "No" 'Interval Frequency' is set to "No" 'Daily Administration' is set to "Not Daily" 'Every Nth Day' is set to "2" 'Times/24 Hours' is set to "1". A client must have an active inpatient 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. Note: For testing purposes the time is currently after "08:00 AM". Steps Select "Client A" and access the Order Entry Console. Search for and select "PERCOCET (ACETAMINOPHEN-OXYCODONE HYDROCHLORIDE) 325 MG-10 MG TABLET ORAL (Schedule II)" in the 'New Order' field. Set the 'Dose' field to "1" and select "Tablet" in the 'Dose Unit' field. Select "Every 2 Days" in the 'Freq' field. Validate the 'First Dose Date' and 'First Dose Time' fields are disabled and do not contain values. Click [Custom] and enter "0800" and press Tab in the first 'Scheduled Administration Time' field and click [Save]. Validate the 'First Dose Date' field is disabled and contains a date that is two days in the future of the current date. Validate the 'First Dose Time' field is disabled and contains "08:00 AM". Validate the 'Start Date' field is required, enabled and contains the current date. Validate the 'Start Time' field is required, enabled and contains the current time. Set the 'Duration' field to "6" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains the "PERCOCET" order. Select the 'eMAR' widget. Validate the 'Administration Date' field contains the current date and time. Validate the "PERCOCET" order is displayed that contains a 'Next Administration Date/Time' of T+2 at 0800". Validate the first cell under the current date for the "PERCOCET" order contains a dashed line. Set the 'Administration Date' field to two days in the future of the current date. Validate that there is a dashed line in the first cell under the current date and a cell that contains "0800" in the first cell under the date that is 2 days in the future. Scenario 2: OE NX - Create an order using an "Every Nth Day" frequency code with a scheduled administration time that is in the past Specific Setup: A frequency code must exist that has the following configuration:(Every 2 Days at 08:00 AM) 'Routine or PRN(As Needed)' is set to "Routine" 'One Time Only' is set to "No" 'Interval Frequency' is set to "No" 'Daily Administration' is set to "Not Daily" 'Every Nth Day' is set to "2" 'Times/24 Hours' is set to "1". 'Hours of Administration (Check appropriate hours of administration, if any.) has "08:00" selected under 'AM(06:00-11: 30 AM)'. A client must have an active inpatient 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. Note: For testing purposes the time is currently after "08:00 AM". Steps Select "Client A" and access the Order Entry Console. Search for and select "KADIAN (MORPHINE SULFATE) 10 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" in the 'New Order' field. Set the 'Dose' field to "1" and select "Capsules" in the 'Dose Unit' field. Select "Every 2 Days at 0800" in the 'Freq' field. Validate the 'First Dose Date' field is disabled and contains a date that is two days in the future of the current date. Validate the 'First Dose Time' field is disabled and contains "08:00 AM". Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Set the 'Start Date' field to a date that is three days in the future of the current date. Validate the 'First Dose Date' field contains a date that is five days in the future of the current date. Validate the 'First Dose Time' field contains "08:00 AM". Set the 'Start Date' field to the current date. Validate the 'First Dose Date' field contains a date that is two days in the future of the current date. Validate the 'First Dose Time' field contains "08:00 AM". Set the 'Start Date' field to a date that is two days in the past. Validate the 'Start Time' field contains the current time. Validate the 'First Dose Date' field contains a current date. Validate the 'First Dose Time' field contains "08:00 AM". Set the 'Start Date' field to the current date. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Validate the 'First Dose Date' field contains a date that is two days in the future of the current date. Validate the 'First Dose Time' field contains "08:00 AM". Set the 'Duration' field to "4" and click [Days]. Click [Add to Scratchpad] Select the order in the 'Scratchpad' and validate the 'First Dose Date' field contains a date that is two days in the future of the current date and the 'First Dose Time' field contains "08:00 AM". Click [Cancel Update] and [Sign]. Validate the 'Order grid' contains an order for "KADIAN". Access the 'eMAR' widget. Validate the 'Administration Date' field contains the current date Validate the order for "KADIAN" is displayed and contains a 'Next Administration Date/Time' of a date that is two days in the future of the current date at "0800". Validate the first cell under the current date for this order contains a dashed line. Set the 'Administration Date' field to a date that is two days in the future and click [Refresh]. Validate the first cell under the current date contains a dashed line and that the first cell under the date column that is two days in the future contains "0800". Scenario 3: OE NX - Create an order using an "Every Nth Day" frequency code with a scheduled administration time that is in the future Specific Setup: A frequency code must exist that has the following configuration:(Every 2 Days at 08:00 PM) 'Routine or PRN(As Needed)' is set to "Routine" 'One Time Only' is set to "No" 'Interval Frequency' is set to "No" 'Daily Administration' is set to "Not Daily" 'Every Nth Day' is set to "2" 'Times/24 Hours' is set to "1". 'Hours of Administration (Check appropriate hours of administration, if any.) has "08:00" selected under 'PM(06:00-11: 30 PM)'. A client must have an active inpatient 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. Note: For testing purposes the time is currently after "02:00 PM and before "08:00 PM". Steps Select "Client A" and access the Order Entry Console. Search for and select "OXYCODONE HCL 20 MG TABLET ORAL (Schedule II)" in the 'New Order' field. Set the 'Dose' field to "1" and select "Tablet" in the 'Dose Unit' field. Select "Every 2 Days at 2000" in the 'Freq' field. Validate the 'First Dose Date' field contains the current date. Validate the 'First Dose Time' field contains "08:00 PM". Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Set the 'Start Time' field to "08:05 PM". Validate the 'First Dose Date' field contains a date that is two days in the future of the current date. Validate the 'First Dose Time' field contains "08:00 PM". Set the 'Start Time' field back to the current time. Validate the 'First Dose Date' field contains the current date. Validate the 'First Dose Time' field contains "08:00 PM". Set the 'Duration' field to "4" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains an order for "OXYCODONE". Scenario 4: OE NX - My favorites - Create an order using an "Every Nth Day" frequency code with a scheduled administration time that is in the past Specific Setup: A frequency code must exist that has the following configuration:(Every 2 Days at 08:00 AM) 'Routine or PRN(As Needed)' is set to "Routine" 'One Time Only' is set to "No" 'Interval Frequency' is set to "No" 'Daily Administration' is set to "Not Daily" 'Every Nth Day' is set to "2" 'Times/24 Hours' is set to "1". 'Hours of Administration (Check appropriate hours of administration, if any.) has "08:00" selected under 'AM(06:00-11: 30 AM)'. A client must have an active inpatient 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. Note: For testing purposes the time is currently after "08:00 AM". Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Set the 'Dose' and 'Dose Unit' fields to any value. Select "Every 2 Days at 08:00 AM" in the 'Freq' field. Validate the 'First Dose Date' field contains a date that is two days in the future of the current date. Validate the 'First Dose Time' field contains "08:00 AM". Set the 'Duration' field to any value and click [Days]. Validate the 'Start Date' and 'Start Time' fields contain the current date and time. Click [My favorites- Star] and click [Refresh]. Click 'My favorites', select the order code that was recently added above and click [Add to Scratchpad]. Validate the 'Scratchpad' contains the order that was selected with all data defaulted. Validate the 'First Dose Date' field contains a date that is two days in the future of the current date. Validate the 'First Dose Time' field contains "08:00 AM". Click [Cancel Update] and [Sign]. Validate an 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains the new order. Scenario 5: OE NX - Order Group - Create an order using an "Every Nth Day" frequency code with a scheduled administration time that is in the past Specific Setup: A frequency code must exist that has the following configuration:(Every 2 Days at 08:00 AM) 'Routine or PRN(As Needed)' is set to "Routine" 'One Time Only' is set to "No" 'Interval Frequency' is set to "No" 'Daily Administration' is set to "Not Daily" 'Every Nth Day' is set to "2" 'Times/24 Hours' is set to "1". 'Hours of Administration (Check appropriate hours of administration, if any.) has "08:00" selected under 'AM(06:00-11: 30 AM)'. An order group must contain a pharmacy-type order code (Order Code A) that has a 'Frequency Code' of "Every 2 Days at 08:00 AM". (Order Group A) A client must have an active inpatient 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. Note: For Testing purposes the current time is after 08:00 AM. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Group A". Validate the 'Order Group' dialog is displayed. Select "Order Code A" and enter a 'Dose' of "1" and a 'Dose Unit' of "Tablet". Validate the 'Frequency' field contains "Every 2 Days at 08:00 AM", the 'Duration' field contains "6" and that [Days] is selected. Click [Add to Scratchpad]. Validate the 'Scratchpad' contains an order for "Order Code A". Select the order. Validate the 'Freq' field contains "Every 2 Days at 08:00 AM". Validate the 'First Dose Date' field contains a date that is two days in the future of the current date. Validate the 'First Dose Time' field contains "08:00 AM". Validate the 'Start Date' and 'Start Time' fields contains the current date and time. Click [Cancel Update] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A".	Topics • NX • Order Entry Console
AV-84991 Summary \| Details OE NX - Order Entry Console - Unscheduled One-Time-Only orders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Frequency Code Setup Orders This Episode Registry Settings (PM) Dictionary Update (CWS) Scenario 1: OE NX - Manual Give Initial Dose Now - '(524) Require Hours of Administration for Routine Orders' is required Specific Setup: The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to "Hours of Administration are required for Routine orders" in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with scheduled hour(s) of administration set to "08:00 AM" and 'Default Give Initial Dose Now' set to "No" in the 'Frequency Code Setup' form Please log out of and back into the application 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 Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Populate the required fields selecting "Frequency Code A" from the 'Freq' field. Validate the 'First Dose Date' field is required and contains tomorrow's date. Validate the 'First Dose Time' field is required and contains "08:00 AM". Validate the 'Start Date' and 'Start Time' fields are disabled and contain the same values as the 'First Dose Date' and 'First Dose Time' fields. Click the 'Give Initial Dose Now [Yes] button. Validate the 'First Dose Date' field contains the current date. Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour. Validate the 'Start Date' and 'Start Time' fields contain the same values as the 'First Dose Date' and 'First Dose Time' fields. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override the interaction and click [Save Override and Exit]. Validate the order displays in the 'Order grid'. Scenario 2: OE NX - Default Give Initial Dose Now - (524) Require Hours of Administration for Routine Orders" is not required Specific Setup: The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to "Hours of Administration are not required for Routine orders." in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code Setup' form Please log out of and back into the application 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 Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Populate the required fields selecting "Frequency Code A" from the 'Freq' field. Validate the 'First Dose Date' field is required and contains the current date. Validate the 'First Dose Time' field is required and contains the current date rounded up to the nearest half hour. Validate the 'Give Initial Dose Now [Yes]' button is selected. Validate the 'Start Date/Time' fields are disabled and contain the same values as the 'First Dose Date/Time' fields. Click [Add to Scratchpad] and click [Sign]. Validate the order displays in the 'Order grid'. Scenario 3: OE NX - Unscheduled One Time Only Frequency Code - Manual Give Initial Dose Now Specific Setup: A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to no value in the 'Frequency Code 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 Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Populate the required fields selecting "Frequency Code A" from the 'Freq' field. Validate the 'First Dose Date/Time' fields are not required and contain no value. Validate the 'Start Date/Time' fields are required, enabled, and contain the current date and time. Click the 'Give Initial Dose Now [Yes]' button. Validate the 'First Dose Date', 'First Dose Time', 'Start Date', and 'Start Time' fields are all updated to the current date and current time rounded up to the nearest half hour. Click [Add to Scratchpad] and [Sign]. Validate the order displays in the 'Order grid'. Scenario 4: OE NX - Unscheduled One Time Only frequency Code - 'First Dose' adjustment allowed when 'Give Initial Dose Now' "60" - Default Give Initial Dose Now Specific Setup: The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to “Hours of Administration are required and the correct number of Hours of Administration is enforced for Routine orders.” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code Setup' form The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60". Please log out of and back into the application 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 Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order. Populate the required fields selecting "Frequency Code A" from the 'Freq' field. Validate the 'Give Initial Dose Now [Yes]' button is selected. Set the 'First Dose Time' field to a value outside the allowable window ('First Dose' adjustment allowed when 'Give Initial Dose Now' registry setting). Validate the 'Give Initial Dose Now [Yes]' button is deselected. Re-select the 'Give Initial Dose Now [Yes]' button and validate the 'First Dose Date', 'First Dose Time', 'Start Date', and 'Start Time' fields are all updated to the current date and time rounded up to the nearest half hour. Click [Add to Scratchpad] and [Add to Scratchpad] Validate the order displays in the 'Order grid'. Scenario 5: OE NX - Default Give Initial Dose Now - (524) Require Hours of Administration for Routine Orders" is required and administration times are enforced Specific Setup: The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to “Hours of Administration are required and the correct number of Hours of Administration is enforced for Routine orders.” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with no scheduled hour(s) of administration, and 'Default Give Initial Dose Now' set to "Yes" in the 'Frequency Code 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 Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Populate the required fields selecting "Frequency Code A" in the 'Freq' field. Validate the 'First Dose Date' field is required and contains the current date. Validate the 'First Dose Time' field is required and contains the current time rounded up to the nearest half hour. Validate the 'Give Initial Dose Now' [Yes] button is selected. Validate the 'Start Date' and 'Start Time' fields are disabled and contain the same values in the 'First Dose Date/Time' fields. Click [Add to Scratchpad] and [Sign]. Validate the order displays in the 'Order grid'.	Topics • NX • Order Code Setup • Order Entry Console
AV-85158 Summary \| Details OE NX - Orders This Episode / Home Medications - Orders added to scratchpad without 'Stop Date' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: App Dashboard Dynamic Form - Order Group Setup Order Entry Console - Order Group dialog Order Group Setup Orders This Episode Order Entry Console - My Favorites Scenario 1: OE NX - Home Medications - Reported orders containing line breaks Specific Setup: 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 and back in after setting this value. 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 Select any client and access the 'Order Entry Console'. Select 'Home Medications'. Validate that 'Client Reported' is checked. Set the 'New Order' field to any medication. (ex. PriLOSEC 20 MG Capsule, Delayed Release Oral) Set the 'Dose' field to "1" Set the 'Dose Unit' field to "Capsule". Select "Twice a Day" in the 'Frequency' field. Validate that the 'Start Date' contains the current date. Validate that the 'Stop Date' does not contain a value. Validate that the 'Directions' field contains: Take one (1) capsule by mouth twice a day. Set the 'Directions' field to: Take one [line break] (1) capsule by mouth [line break] twice a day. Validate that the 'Reported Source' field is enabled, not required and does not have a value selected. Click [Save]. Validate that the 'Order grid' contains the new order. Validate that "Client Reported" and 'Rx ID: [unique value]' are displayed in the 'Order Type' column. Validate that 'Order Details' contains the following: PriLOSEC - 20 MG, ECC, PO - Take one (1) capsule by mouth twice a day. Click the 'Medication history reviewed and completed for Episode #1' checkbox. Click the [Admission Med Reconciliation] tab. Select the reported order created and click [Add to Scratchpad]. Validate there is a missing required field flag for the order in the 'Inpatient Medications Scratchpad'. Populate the 'Duration' field and click [Days]. Click [Update Order] and [Reconcile and Sign]. Validate the 'Admission Med Reconciliation' tab displays in view only mode. Scenario 2: NX - New Orders - Taper/Titration order group without Start Date offset - first 2 rows contain a 'Duration' 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 Taper/Titration order group must be created (Order Group A) containing 4 pharmacy-type orders. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" from the 'New Order' field. Expand all 4 orders apart of the order group. Populate the required fields for all orders, but leave duration blank for the second two orders. Click [Add to Scratchpad]. Validate there are missing required field flags for the 2 orders without a duration. Select each order and populate the 'Duration' and click [Update Order]. File the orders and validate they display in the 'Order grid'. Scenario 3: OE NX - My Favorites - Interval 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 Select "Client A" and access the Order Entry Console. Search for and select a pharmacy-type order code. Set the 'Frequency' field to an interval frequency code. Validate 'Custom' is not displayed. Populate all fields except the 'Duration' field. Click the 'Add to Favorites' star button then [Refresh]. Click 'My Favorites', select the order and click [Add to Scratchpad]. Validate there is a missing required field flag for the order. Select the order in the 'Scratchpad' and validate that 'Custom' is not displayed next to 'Frequency'. Populate the remaining required fields and click [Add to Scratchpad]. File the order and validate the order displays in the 'Order grid'.	Topics • Client Reported • NX • Order Entry Console
AV-85166 Summary \| Details OE NX - Order Group - Order code with One-Time-Only Frequency that is "Not Daily" with scheduled hours of administration Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Frequency Code Setup Order Group Setup Orders This Episode Scenario 1: OENX - Order Group, that has no order selected by default, contains an order code with a 'Frequency' that is configured as One Time Only, Not Daily and has a Schedule Administration Hour of 08:00 AM Specific Setup: A frequency code must exist that is configured as follows:(Frequency Code A) 'Routine or PRN(As Needed)' is set to "Routine" 'One Time Only' is set to "Yes" 'Interval Frequency' is set to "No" 'Daily Administration' is set to "Not Daily" 'Days Administered' has "Tuesday", "Thursday", and "Saturday" checked. 'Times/24 Hours' is set to "1" "08:00" is checked in the 'AM(06:00-11:30 AM) field under 'Hours of Administration (Check appropriate hours of administration, if any). An order group must exist that contains the following orders: (Order Group A) A pharmacy-type order code (Order Code A) with a 'Frequency Code' set to "Frequency Code A". A pharmacy-type order code (Order Code B) with a 'Frequency Code' set to "TWICE A DAY", which is "Daily" and has 'Scheduled Hours of Administration' of "09:00 AM" and "09:00 PM". A client must have and 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 Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" in the 'New Order' field. Validate the 'Order Group' dialog is displayed and contains "Order Code A" and "Order Code B". Validate that neither order is selected. Select "Order Code B". Set the 'Dose' field to "1". Select "Tablet" in the 'Dose Unit' field. Validate the 'Freq' field contains "TWICE A DAY". Set the Dose field to "1" Set the 'Duration' to any value and click [Days]. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains a new order for "Order Code B". Scenario 2: OENX - Order Group, that has one order selected by default, contains an order code with a 'Frequency' that is configured as One Time Only, Not Daily and has a Schedule Administration Hour of 08:00 AM Specific Setup: A frequency code must exist that is configured as follows:(Frequency Code A) 'Routine or PRN(As Needed)' is set to "Routine" 'One Time Only' is set to "Yes" 'Interval Frequency' is set to "No" 'Daily Administration' is set to "Not Daily" 'Days Administered' has "Tuesday", "Thursday", and "Saturday" checked. 'Times/24 Hours' is set to "1" "08:00" is checked in the 'AM(06:00-11:30 AM) field under 'Hours of Administration (Check appropriate hours of administration, if any)'. The 'Yes' checkbox is checked in the 'Default To Selected When Selecting Orders From Order Group' field. An order group must exist that contains the following orders: (Order Group A) A pharmacy-type order code (Order Code A) with a 'Frequency Code' set to "Frequency Code A". A pharmacy-type order code (Order Code B) with a 'Frequency Code' set to "TWICE A DAY", which is "Daily" and has 'Scheduled Hours of Administration' of "09:00 AM" and "09:00 PM". A client must have and 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 Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" in the 'New Order' field. Validate the 'Order Group' dialog is displayed and contains "Order Code A" and "Order Code B". Validate that "Order Code A" is not selected by default. Validate the checkbox for "Order Code B" is selected. Set the 'Dose' field to "1". Select "Tablet" in the 'Dose Unit' field. Validate the 'Freq' field contains "TWICE A DAY". Set the 'Dose' field to "1" Set the 'Duration' to any value and click [Days]. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains a new order for "Order Code B".	Topics • NX • Order Entry Console