Avatar NX Update 2023.01.00 Acceptance Tests

AV-61315 Summary | Details

Form Pre-Displays - Sorting

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

Treatment Plan
Diagnosis

Scenario 1: Treatment Plan - Predisplay Sort

Specific Setup:

Client is enrolled in an existing episode (Client A).
The 'Treatment Plan' form must have document routing enabled.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Select the desired date in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field.
Set the 'Plan Name' field to "Plan 1".
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Set desired values for 'Problems', 'Goal', 'Objective', and 'Intervention'.
Click [Return to Plan].
Select "Final" from the 'Treatment Plan Status' field.
Click [Submit].
Click [Accept].
Enter the password and click [Verify].
Access the 'Treatment Plan' form again for "Client A".
Click [Add].
Select "No" in the 'Do you want to default from a previous plan' dialog.
Select the desired date in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field.
Set the 'Plan Name' field to "Plan 2".
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Set desired values for 'Problems', 'Goal', 'Objective', and 'Intervention'.
Click [Return to Plan].
Click [Submit].
Access the 'Treatment Plan' form again for "Client A".
Sort any of the 'Plan Type' , 'Plan Name' , 'Plan Status' , 'Plan Date' columns in the pre-display.
Validate the column sorts based on the values.
Click [Cancel].

Scenario 2: Diagnosis - Predisplay Sort

Specific Setup:

Client is enrolled in an existing episode (Client A).

Steps

Select "Client A" and access the 'Diagnosis' form.
Select the desired value in the 'Type Of Diagnosis' field.
Set desired time in the 'Time Of Diagnosis' field.
Click [New Row].
Set desired Diagnosis in the 'Diagnosis Search' field.
Set desired Practitioner in the 'Diagnosing Practitioner' field.
Click [Submit].
Validate the message "Do you want to return to the Pre-Display?" and click [Yes].
Click [Add].
Select the desired value in the 'Type Of Diagnosis' field.
Set desired time in the 'Time Of Diagnosis' field.
Click [New Row].
Set desired Diagnosis in the 'Diagnosis Search' field.
Set desired Practitioner in the 'Diagnosing Practitioner' field.
Click [Submit].
Validate the message "Do you want to return to the Pre-Display?" and click [Yes].
Sort any of the 'Date of Diagnosis' , 'Type of Diagnosis' , 'Time of Diagnosis' , 'Primary Diagnosis' columns in the pre-display.
Validate the column sorts based on the values.
Click [Cancel].

Topics

• Diagnosis • NX • Treatment Plan

AV-77228 Summary | Details

Avatar NX - Recent Clients

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

Admission (Outpatient)

Scenario 1: Caseload Validation - Admit new client

Specific Setup:

The logged in user must have a practitioner associated (Practitioner A).
"Practitioner A" must have an empty caseload.
"Practitioner A" must an appointment scheduled for the current day with a client (Client A).

Steps

Validate 'Recent Clients' and 'Clients for Today' display on the left side.
Click [Clients for Today].
Validate "Client A" displays.
Click [Recent Clients].
Validate an empty caseload.
Access the 'Admission (OutPatient)' form.
Enter the desired value in the 'Last Name' field.
Enter the desired value in the 'First Name' field.
Select any value in the 'Sex' field.
Click [Search] and [New Client].
Validate the 'Admission (OutPatient)' form displays with the values previously entered.
Enter the current date in the 'Preadmit/Admission Date' field.
Click [Current Time].
Select the desired value in the 'Program' field.
Select the desired value in the 'Type of Admission' field.
Enter and select "Practitioner A" in the 'Admitting Practitioner' field.
Enter and select "Practitioner A" in the 'Attending Practitioner' field.
Click [Submit].
Validate 'My Clients' displays on the left side and contains the newly admitted client.
Validate the newly admitted client displays under 'Recent Clients' as well.

Scenario 2: Verify Recent Clients - no clients in user caseload

Specific Setup:

Must be logged in as a user with no clients in their caseload.
The logged in user must have "Yes" for 'Warn if user attempted non-caseload access' must be selected in 'User Definition'.
Two clients must be defined (Client A and Client B).

Steps

Validate 'Recent Clients' field is displayed on the left side.
Search for and select "Client A".
Validate a "Non-Caseload Access" message is displayed stating: User, "Client A" is not contained within your current caseload. Your access of this client will be recorded within the database. Why are you accessing "Client A"?
Enter the desired value and click [OK].
Validate the 'Recent Clients' list now contains "Client A" and is highlighted.
Search for and select "Client B".
Validate a "Non-Caseload Access" message is displayed stating: User, "Client B" is not contained within your current caseload. Your access of this client will be recorded within the database. Why are you accessing "Client B"?
Enter the desired value and click [OK].
Validate the 'Recent Clients' list now contains "Client B" and is highlighted.
Access the 'Individual Progress Note' form.
Verify form opens successfully and click [Discard].
Click [Clear Client].
Validate the 'Recent Clients' list contains both "Client A" and "Client B".

Topics

• Admission • NX

AV-80189 Summary | Details

Avatar NX - Event Logic

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: Progress Notes (Group and Individual) - field validations

Specific Setup:

A client must be enrolled in multiple existing episodes (Client A).

Steps

Access the 'Progress Notes (Group and Individual)' form.
Enter any value in the 'Service Duration' field and press the 'Tab' key.
Validate a dialog stating: "Please select a client."
Click [OK].
Validate the 'Service Duration' field is cleared.
Select "Client A" in the 'Select Client' field.
Enter any value in the 'Service Duration' field.
Validate a dialog stating: "Please select an episode."
Click [OK].
Validate the 'Service Duration' field is cleared.
Select any value in the 'Select Episode' field.
Select "New Service" in the 'Progress Note For' field.
Enter any value in the 'Service Duration' field.
Select "Independent Note" in the 'Progress Note For' field.
Validate the 'Service Duration' field is cleared and disabled.
Select "New Service" in the 'Progress Note For' field.
Select any value in the 'Note Type' field.
Enter any value in the 'Notes Field'.
Enter the current date in the 'Date of Service' field.
Select any value in the 'Service Charge Code' field.
Enter any value in the 'Service Duration' field.
Select "Final" 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)

AV-83197 Summary | Details

Avatar NX - Integer fields

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

Site Specific Section Modeling (CWS)
Treatment Plan

Scenario 1: File 'Treatment Plan' with 'Treatment Plan Numeric' fields populated

Specific Setup:

'Treatment Plan Numeric' fields must be added to each section of the Tree View through 'Site Specific Section Modeling' for Avatar CWS.
The 'Treatment Plan' form must have document routing enabled.
Client is enrolled in an existing episode (Client A).

Steps

Select "Client A" and access the 'Treatment Plan' form.
Enter the current date in the 'Plan Date' field.
Select the desired date in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Click [Add New Problem].
Populate the required fields.
Enter any non-numeric characters in the 'SS Treatment Plan Problem Numeric 1' field.
Validate a message is received "Invalid format entered" and Click [OK].
Validate the 'SS Treatment Plan Problem Numeric 1' field does not contain a value.
Enter any number in the 'SS Treatment Plan Problem Numeric 1' field.
Enter any non-numeric characters in the 'SS Treatment Plan Problem Numeric 2' field.
Validate a message is received "Invalid format entered" and Click [OK].
Validate the 'SS Treatment Plan Problem Numeric 2' field does not contain a value.
Enter any number in the 'SS Treatment Plan Problem Numeric 2' field.
Repeat steps 1h-1o for 'Goal', 'Objective', and 'Intervention'.
Click [Back to Plan Page].
Select "Final" from the 'Treatment Plan Status' field.
Click [Submit].
Click [Accept].
Enter the password and click [Verify].
Select "Client A" and access the 'Treatment Plan' form.
Select the record from the previous steps.
Click [Edit] and [Yes].
Validate the plan filed in the previous steps is displayed.
Click [Launch Plan].
Validate the 'SS Treatment Plan Numeric' field values added in the previous steps are displayed for the 'Problem', 'Goal', 'Objective', and 'Intervention' sections.
Close the form.

Topics

• NX • Treatment Plan

AV-83243 Summary | Details

835 Health Care Claim Payment/Advice - Work Compile

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

App Dashboard
Server Record Maintenance
835 Health Care Claim Payment/Advice (PM)
Admission (Outpatient)
Claim Adjustment Group/Reason Code Definition
Client Charge Input
Client Ledger
Create Interim Billing Batch File
Crystal Report Viewer
Diagnosis
Electronic Billing
Financial Eligibility
Guarantors/Payors

Scenario 1: Diagnosis - Editing a diagnosis

Specific Setup:

Admission:
An existing client is identified or a new client is admitted. Note the client id/Name.
Diagnosis:
A client must have a diagnosis entered.

Steps

Open the 'Diagnosis' form.
Search for desired client in the 'Select Client' field.
Validate results display.
Select desired client from the results.
Validate a Pre-Display is displayed showing existing diagnoses for the client.
Select an existing diagnosis record.
Click [Edit].
Enter an invalid time in the 'Time of Diagnosis' field.
Validate an Error message stating: "Invalid time format. HH:MM AM, HH:MM PM or HHMM military time (Midnight is 0000 hours.)"
Validate the 'Time of Diagnosis' field defaults to the time that was saved prior.
Change the 'Time of Diagnosis' field to the current time.
Enter a different practitioner in the 'Diagnosing Practitioner' field.
Select "Void" in the 'Status' field.
Validate the voided diagnosis is crossed off.
Navigate to the myDay view.
Navigate back to the open 'Diagnosis' form.
Validate the voided diagnosis is crossed off.
Validate the 'Diagnosing Practitioner' contains the value entered in the previous steps.
Click [Submit].
Validate a Pre-Display Confirmation dialog is displayed stating: Do you want to return to Pre-Display?
Click [Yes].
Select desired diagnosis record.
Click [Edit].
Select "No" in the 'Show Active Only' field.
Validate the voided diagnosis displays and is crossed off.
Close the form.

Scenario 2: Allergies and Hypersensitivities - Copy and Paste

Specific Setup:

A client must be enrolled in an existing episode and have an allergy on file (Client A).

Steps

Open the 'Allergies and Hypersensitivities' form.
Select desired client.
Click [Update].
Click [New Row].
Select the 1st 'Allergen/Reactant' field and click [Copy Cell].
Select the 2nd 'Allergen/Reactant' field and click [Paste Cell].
Enter the desired value in the 'Date Recognized' field.
Continue selecting fields and copy/paste with "CTRL + C" and "CTRL + V".
Validate cells copy/paste as expected.
Populate any desired fields.
Click [Save] and [Submit].
Select desired client and access the 'Allergies and Hypersensitivities' form.
Click [Display].
Validate the report displays the newly added allergy.
Click [Close Report].
Close the form.

Scenario 3: Server Record Maintenance

Steps

Open the 'Server record Maintenance' form.
Click [Launch Server Record Grid].
Enter the 'Server IP', 'Server Port', 'Server Path', 'Server Name', 'Server URL' and 'Server Active status' information.
Click [Save].
Click [Refresh].
Validate the Submitted Middleware Server Records text area contains correct information for the 'Server IP', 'Server Port', 'Server Path' and 'Server Name'.
Select the 'ECP Server Record Maintenance' tab.
Click [Launch ECP Server Record Grid].
Enter the 'Server IP', 'Server Port' and 'Server Name' in the grid window.
Click [Save].
Click [Refresh].
Validate the ECP Server Record text area contains correct information for the 'Server IP', 'Server Port', 'Server Path' and 'Server Name'.
Shadow Server Record Maintenance
Click [Launch Shadow Server Record Grid].
Enter 'Server IP', 'Server Port' and 'Server Name' information in the grid window.
Click [Save].
Click [Refresh].
Click [Submit].
Open the 'Server record Maintenance' form.
Click [Launch Server Record Grid].
Select desired row.
Click [Delete].
Click [Yes].
Click [Refresh].
Validate the Submitted Middleware Server Records text area does not contain the information deleted.
Select the 'ECP Server Record Maintenance' tab.
Click [Launch ECP Server Record Grid].
Select desired row.
Click [Delete].
Click [Yes].
Click [Refresh].
Validate the ECP Server Record text area does not contain the information deleted.
Select the 'Shadow Server Record Maintenance' tab.
Click [Launch Shadow Server Record Grid].
Select desired row.
Click [Delete].
Click [Yes].
Validate the Shadow Server Record text area does not contain the information deleted.
Click [Discard].

Scenario 4: 835 Healthcare Claim Payment/Advise - Work Compile

Specific Setup:

Admission:
A new client is admitted or an existing client is identified. Note the client id and name.
Financial Eligibility:
An existing guarantor is assigned to the client. Note the guarantor code.
Client Charge Input:
A service is rendered to the client. Note the service code and service date.
The charges are closed.
Electronic Billing:
An 837 Professional bill is compiled to claim the service.
Client Ledger:
The claim displays correctly.
Claim Adjustment Group/Reason Code Definition:
The group / reason code is created. Note the group reason code.
An 835 file is created for a claim created from the 837 professional bill. Make sure there is at least one adjustment. Note the file location path.

Steps

Open the '835 Health Care Claim Payment/Advice' form.
Load and Compile the 835 file.
Verify the file loads and compiles successfully.
Select 'Work Compile' in the 'Options' field.
Select the desired file that is recently compiled in above step.
Click 'Launch Work Screen' button.
Verify that the work screen will open successfully and the claim payment will be displayed in the grid.
Right click on any row and click on the 'Insert Row' option.
Verify the row is inserted.
Populate data in all the columns.
Save the grid.
Verify the slide out is exited.
Click [Process File].
Verify the file is processed and saved.
Select and open the same file you just saved.
Verify the slide out is launched with all rows in the correct order (old rows on top and new rows at the bottom - similar to myAvatar)
Click [Process File] to save changes.
Verify the '835 Worklist has been saved' message.
Post the 835 file.
Verify message "The 835 file has been edited. Are you sure you are ready to post the edited 835?".
Click [Yes].
Verify the file will be posted successfully.
Open the 'Client Ledger' for the client.
Verify that the adjustments are posted on the ledger.

Topics

• 835 Health Care Claim Payment/Advice • NX

AV-83758 Summary | Details

Avatar NX - Client Header

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

Allergies and Hypersensitivities
Client Lookup/Header Configuration Manager
NX View Definition
Progress Notes (Group and Individual)
View Definition

Scenario 1: 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.

Scenario 2: Condensed Client Header validations

Specific Setup:

The logged in user must have access to the 'Client Lookup/Header Configuration Manager' form (User A).
The 'Bed Board POV' widget is installed and enabled.
Five "Client Alerts" are defined in the 'CarePOV Management' form with icons.
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 client is enrolled in an existing episode and has data filed for the five client alerts to display (Client A).
"Client A" must have allergies on file.
A program is defined (Program A).
A client is admitted in "Program A" (Client B).
Please note: This is for Avatar NX systems only.

Steps

Access the 'Client Lookup/Header Configuration Manager' form.
Validate the "Condensed Header" and "Condensed Header Override" fields display.
Navigate to the 'Condensed Header' tab.
Validate "Bed Board Alerts" is selected in the 'Condensed Header Field Position 2' field.
Select any value in the 'Condensed Header Field Position 1' field.
Select "Yes" in the 'Default Views To Condensed Header' field.
Select "Yes" in the 'Default Client Entity Forms to Condensed Header' field.
Validate text displays stating: "Note: This setting will default all views configured to include client information header in view to utilize the condensed header. Individual views may still override this setting via the options 'Default Client Information header to condensed view' in View Definition > View Designer."
Navigate to the 'Condensed Header Override' tab.
Click [Add New Item].
Select "Program A" in the 'Program' field.
Select any value in the 'Condensed Header Field Position 1' field.
Select any value in the 'Condensed Header Field Position 2' field.
Select "No" in the 'Default Client Entity Forms To Condensed Header' field.
Click [Submit].
Log out.
Log in as "User A".
Navigate to the 'All Documents' view.
Select "Client A" from the 'My Clients' list.
Validate the client information header is condensed.
Validate the value selected in the 'Condensed Header Field Position 1' field displays.
Validate the 'Bed Board Alerts' display.
Click [View] and validate a menu displaying all 'Active Alerts'.
Close the menu.
Click [Allergies] and validate a menu displaying allergies.
Close the menu.
Expand the client information header.
Navigate to the 'myDay' view.
Navigate to the 'All Documents' view.
Validate the client information header is not condensed.
Launch the 'Client Dashboard'.
Validate the client information header is not condensed.
Collapse the client header.
Validate the client information header is condensed.
Click [Close].
Navigate to the 'myDay' view.
Access the 'Progress Notes (Group and Individual)' form.
Validate the client information header is condensed.
Clear the 'Select Client' field.
Enter and select "Client B" in the 'Select Client' field.
Validate the client information header is not condensed.
Close the form.
Access the 'View Definition' form.
Click [Select View].
Select "Add New View" in the 'Select Views' field.
Click [OK].
Enter any value in the 'View ID' field.
Enter "View A" in the 'View Description' field.
Select "Home View" in the 'View Type' field.
Select any value in the 'Allow User To Customize View' field.
Click [Launch View Designer].
Validate 'Default Client Information header to condensed view' is disabled.
Click [Include Client Information header in view].
Validate 'Default Client Information header to condensed view' is now enabled.
Select the desired widgets and arrange them as desired.
Click [Submit], [Submit], and [No].
Access the 'NX View Definition' form.
Select "User" in the 'User or Role' field.
Enter and select "User A" in the 'Select User' field.
Click [Additional myDay Views].
Select "View A" and click [OK].
Click [File].
Validate an 'Avatar NX View Definition' dialog stating: "Filed" and click [OK].
Close the form.
Validate "View A" displays in the top navigation.
Navigate to "View A".
Validate the client information header is not condensed.

Topics

• Allergies and Hypersensitivities • myAvatar NX Only • NX • RADplus Utilities • View Definition

AV-83770 Summary | Details

Avatar NX - 'Current Database Locks'

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

Current Database Locks
Individual Progress Note

Scenario 1: Current Database Locks - View and validate current database locks

Specific Setup:

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

Steps

Access the 'Current Database Locks' form.
Validate no locks display.
Access the 'Individual Progress Note' form.
Enter and select "Client A" in the 'Select Client' field.
Select any value in the 'Note Type' field.
Select "Independent Note" in the 'Progress Note For' field.
Enter any value in the 'Notes' field.
Access the open 'Current Database Locks' form.
Click [Update Display].
Validate a lock displays for the note.
Access the open 'Individual Progress Note' form.
Click [Discard].
Access the open 'Current Database Locks' form.
Click [Update Display].
Validate the lock no longer display.
Close the form.

Scenario 2: Scheduling Calendar (Undocked) - Current Database Locks

Specific Setup:

A client must be enrolled in an existing episode and have an appointment scheduled (Client A).

Steps

Access the 'Current Database Locks' form.
Validate no locks display.
Access the 'Scheduling Calendar' form undocked.
Validate the calendar displays the appointment for "Client A".
Right click on the appointment and select "Check In".
Validate the 'Check In' form displays as expected.
Switch to the 'Current Database Locks' form.
Click [Update Display].
Validate a lock displays for "Client A".
Switch to the 'Check In' form.
Click [Discard].
Switch to the 'Current Database Locks' form.
Click [Update Display].
Validate the lock no longer displays.
Switch to the undocked 'Scheduling Calendar' form.
Validate the calendar displays the appointment for "Client A".
Right click on the appointment and select "Check In".
Validate the 'Check In' form displays as expected.
Switch to the 'Current Database Locks' form.
Click [Update Display].
Validate a lock displays for "Client A".
Switch to the 'Check In' form.
Close the browser tab.
Switch to the 'Current Database Locks' form.
Click [Update Display].
Validate the lock no longer displays.
Close the forms.

Scenario 3: Scheduling Calendar - Current Database Locks

Specific Setup:

A client must be enrolled in an existing episode and have an appointment scheduled (Client A).

Steps

Access the 'Current Database Locks' form undocked.
Validate no locks display.
Access the 'Scheduling Calendar' form.
Validate the calendar displays the appointment for "Client A".
Right click on the appointment and select "Check In".
Validate the 'Check In' form displays as expected.
Switch to the undocked 'Current Database Locks' form.
Click [Update Display].
Validate a lock displays for "Client A".
Switch to the 'Check In' form.
Click [Discard].
Switch to the undocked 'Current Database Locks' form.
Click [Update Display].
Validate the lock no longer displays.
Switch to the 'Scheduling Calendar' form.
Validate the calendar displays the appointment for "Client A".
Right click on the appointment and select "Check In".
Validate the 'Check In' form displays as expected.
Switch to the undocked 'Current Database Locks' form.
Click [Update Display].
Validate a lock displays for "Client A".
Switch to the 'Check In' form.
Close the browser tab.
Switch to the undocked 'Current Database Locks' form.
Click [Update Display].
Validate the lock no longer displays.
Close the browser tab and the 'Scheduling Calendar'.

Topics

• NX • Progress Notes • RADplus Utilities • Scheduling Calendar

AV-84306 Summary | Details

Avatar NX - Widgets

Scenario 1: Vitals Entry - validate vitals in the 'Recent Vitals' widget

Specific Setup:

The 'Recent Vitals' widget must be assigned to the user's view.
A client must be enrolled in an existing episode (Client A).

Steps

Select "Client A" and access the 'Vitals Entry' form.
Select "Add" in the 'Add/Edit/Delete Vital Sign' field.
Enter the desired date in the 'Date' field.
Enter the desired time in the 'Time' field.
Select "No" from the 'Refused Vitals' field.
Populate all remaining vital sign fields.
Click [Submit] and [No].
Navigate to the 'Recent Vitals' widget.
Validate the vitals display as expected.

Scenario 2: Widgets added to the form - Undocking all the widgets from the form

Specific Setup:

The 'Problems', 'Progress Notes', 'Recent Vitals', 'Client Episodes' and 'Client Diagnosis' widgets must be added to the 'Individual Progress Note' form in 'Form Designer'.
A client must be enrolled in an existing episode (Client A).

Steps

Select "Client A" and access the 'Individual Progress Note' form.
Validate the 'Individual Progress Note' form displays as expected.
Validate that all the widgets on the form have the undock icon.
Validate the widgets displays a scroll bar to view the data, as expected.
Undock the first widget from the top of the form.
Validate the widget undocks and loads successfully.
Undock the all the widgets on the form.
Validate all the widgets unlock and load successfully.
Discard the form.
Validate all undocked widgets close successfully.

Scenario 3: User defined widget - validate display

Specific Setup:

A client must be enrolled in an existing episode and have past and current appointments scheduled. (Client A)
A user defined widget (Widget A) with the following must be configured in 'Widget Definition':
A Multiple Row SQL Client widget
"Allow Undock" must be selected in the 'Widget Attributes'
"Widget A" must be assigned to the user's myDay view.

Steps

Access the 'Scheduling Calendar' form.
Right click on a future open timeslot and select "Add Appointment".
Validate the 'Appointment Details' form launches.
Select "Client A" in the 'Client' field.
Select any value in the 'Episode Number' field.
Select any value in the 'Service Code' field.
Click [Submit].
Validate the 'Appointment Grid' contains the appointment for "Client A".
Click [Dismiss].
Select "Client A" and navigate to "Widget A".
Validate the newly scheduled appointment displays.
Validate the presence of horizontal scrollbar.
Validate the ability to scroll to view all the data.
Undock the widget.
Validate the data displays as expected.
Resize the widget to make it much smaller.
Validate the presence of horizontal scrollbar.
Validate the ability to scroll to view all the data.
Close the widget.

Topics

• NX • Progress Notes • Scheduling Calendar • Vitals Entry • Widgets

AV-84438 Summary | Details

Scheduling Calendar - Check In Notifications

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

Registry Settings (PM)

Scenario 1: Scheduling Calendar - Notify Practitioner of Arrival

Specific Setup:

A client is enrolled in an existing episode (Client A).
The logged in user has an associated practitioner (Practitioner A).
"Client A" has an appointment scheduled for the current date with "Practitioner A".
The computer volume must be on.

Steps

Access the 'Scheduling Calendar' form.
Validate the 'Appointment Grid' contains the appointment for "Client A".
Right click on the appointment for "Client A".
Click [Check In].
Validate the 'Scheduling Calendar - Check In' window is displayed
Select "Yes" in the 'Notify Practitioner Of Arrival' field.
Click [Current Time] in the 'Time Of Arrival' field.
Click [Submit].
Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
Click [Dismiss].
Validate a message is displayed stating: "USER, your ##:## AM/PM appointment has arrived."
Observe a sound notification along with the above message notifying the practitioner of "Client A's" arrival.
Click [OK].

Topics

• NX • Scheduling Calendar

AV-84481 Summary | Details

Avatar NX - Quick Actions

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

Quick Actions Page

Scenario 1: Quick Actions - Independent Note

Specific Setup:

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).
The 'Independent Note' Quick Action must be assigned to the user's 'Client Dashboard' in the 'NX View Definition' form.
A client must be enrolled in an existing episode (Client A).

Steps

Select "Client A" and launch the 'Client Dashboard'.
Navigate to the 'Quick Actions' widget.
Click [Independent Note - Add].
Select any value in the 'Episode' field.
Validate the episode displays as expected.
Select any value in the 'Note Type' field.
Enter any value in the 'Independent Note' field.
Click [Save].
Validate the 'Independent Note' Quick Action displays: "Last note filed: current date and time".
Close the 'Client Dashboard'.
Navigate to the 'All Documents' view.
Refresh the 'All Documents' widget.
Select the 'All Forms' tab.
Validate the 'Progress Notes (Group and Individual)' record displays.
Select the record and validate the values entered in the previous steps display.

Topics

• All Documents Widget • NX • Progress Notes • Quick Actions

AV-84627 Summary | Details

Avatar NX - 'Client Information' Header

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

Admission
Client Information Header
HomeView.Client Information widget

Scenario 1: Validate 'Client Information' Header

Specific Setup:

'Client Information' widget must be added to the HomeView.
A client must have the following information on file: Vitals information including Ht, Wt; Problem designated as primary on Problem List form; primary Diagnosis; Admitting and Attending Practitioner's; Client Alerts; Allergies from Allergies and Hypersensitivities (Client A).
Please note: the information in the 'Client Information' header is based on the configuration defined in the 'Client Header Configuration' form.

Steps

Select "Client A" and access the 'Admission' form.
Validate the information in the 'Client Information' header is accurate based on data entered on the following forms: Admission, Vitals Entry, Problem List, Diagnosis, Client Alerts, Allergies and Hypersensitivities.
Navigate to the 'Client Information' widget.
Validate the information in the widget is accurate based on data entered on the following forms: Admission, Vitals Entry, Problem List, Diagnosis, Client Alerts, Allergies and Hypersensitivities.
Search for "Client A" in the 'What can I help you find' field.
Click [Client Info] in the 'Explore Search Results'.
Validate the information in the 'Client Information' header is accurate based on data entered on the following forms: Admission, Vitals Entry, Problem List, Diagnosis, Client Alerts, Allergies and Hypersensitivities.

Topics

• Client Information • NX

AV-84832 Summary | Details

Avatar NX - Treatment Plan

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

Treatment Plan

Scenario 1: Treatment Plan - validate the "Assigned Services" grid

Specific Setup:

A client must be admitted to an active episode (Client A).
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).
Document routing must be enabled for the 'Treatment Plan' form.
The 'Assign Services' section in the 'Program Maintenance' form has 'Enable Service Entry Restriction for Program' set to 'Yes' for one or more programs.
The following registry setting must be enabled:
'Enable Service Entry Restriction by Client Treatment Plan'
'Activate Program/Service Code Filter'

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Add].
Set the 'Plan Date' field to the current date.
Select any value from the 'Plan Type' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Click [Add New Problem].
Select any value in the 'Problem Code' field.
Select 'Active' from the 'Status (Problem List)' field.
Enter any value in the 'Problem' field.
Select any value from the 'Status' field.
Click [Add New Goal].
Enter any value in the 'Goal' field.
Select any value from the 'Status' field.
Click [Add New Objective].
Enter any value in the 'Objective' field.
Select any value from the 'Status' field.
Click [Add New Intervention].
Enter any value in the 'Intervention' 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 any value in the 'Agency and Staff Responsible' field.
Click [Return To Plan].
Click [Launch Plan] to display the existing plan.
Click on the 'Intervention' entered in the previous steps.
Validate the 'Assigned Services' field is populated with the values from the previous steps.
Click [Add New Intervention].
Populate the 'Intervention' and 'Status' fields.
Click [Copy Service].
Validate an 'Add Services From Other Interventions' dialog displays.
Select the intervention and click [Copy].
Validate the 'Assigned Services' field displays the values from the previous intervention.
Select the field and click [Delete Service].
Validate the values no longer display.
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.
Validate the 'Assigned Services' grid columns display the expected values.
Click [Return To Plan].
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate a 'Confirm Document' dialog and validate the data displays as expected.
Click [Sign].
Enter the password and click [Verify].
Navigate to the 'All Documents' view.
Select 'All Forms'.
Select "Treatment Plan" in the 'Form Description' field.
Validate the plan from the previous steps displays and select it.
Validate the plan displays as expected in the 'Console Widget Viewer'.

Topics

• NX • Treatment Plan

AV-84899 Summary | Details

Avatar NX - Forms with checklists

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

Client Ledger By Guarantor Report

Scenario 1: Client Ledger By Guarantor Report

Steps

Access the 'Client Ledger By Guarantor Report' form.
Populate all required and desired values.
Validate the 'Financial Class' values for selection display as expected.
Validate the 'Guarantor(s)' values for selection display as expected.
Click [Process].
Validate the 'Client Ledger By Guarantor Report' displays the expected data.
Close the form.

Topics

• Client Ledger By Guarantor Report • NX

AV-84946 Summary | Details

Order Entry Console - Direction - Route

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

Order Code Setup
Order Entry Console
Home Medications
Orders This Episode

Scenario 1: Discharge Med Reconciliation - Carry Forward End Date

Specific Setup:

The 'Default to Client Reported' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user.
Please log out of the application and log back in after completing the above configuration
A frequency code must exist that has ‘Hours of Administration’ between “9:00 AM” and “9:00 PM” in the ‘Frequency Code Setup’ form. (TWICE A DAY)
An order code must exist with a default duration of "27" days. (PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL)
A client must have an active inpatient episode. (Client A)
“Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.

Steps

Select "Client A” and access the Order Entry Console.
Search for and select "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the ‘New Order’ field.
Set the ‘Dose’ field to “1”.
Select "CAPSULE" in the ‘Dose Unit’ field.
Select "TWICE A DAY" in the ‘Freq’ field.
Validate the ‘Duration’ field contains "27".
Set the ‘Duration’ field to "12".
Click [Days] and [Add to Scratchpad].
Search for and select "ALEVE 220 MG TABLET ORAL" from the ‘New Order’ field.
Set the ‘Dose’ field to “1”.
Select "TABLET" in the ‘Dose Unit’ field.
Select "TWICE A DAY" in the ‘Freq’ field.
Validate the ‘First Dose Date’ field contains the current date.
Validate the 'First Dose Time' field contains "09:00 PM".
Set the ‘Duration’ field to "30" and click [Doses].
Validate the ‘Stop Date’ field contains a date that is 15 days in the future of the ‘Start Date’.
Validate the ‘Stop Time’ field contains "09:00 AM".
Click [Add to Scratchpad].
Search for and select "PROZAC 10 MG CAPSULE ORAL" in the ‘New Order’ field.
Set the ‘Dose’ field to “1”.
Select "Capsule" in the ‘Dose Unit’ field.
Select "TWICE A DAY" in the ‘Freq’ field.
Validate the ‘First Dose Date’ field contains the current date.
Validate the ‘First Dose Time' contains "09:00 PM".
Set the ‘Duration’ field to “10” and click [Doses].
Validate the ‘Stop Date’ field contains a date that is 5 days in the future of the ‘Start Date’.
Validate the ‘Stop Time’ field contains "09:00 AM".
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 “Aleve”, “Prozac” and "Prilosec".
Click the ‘Home Medications’ tab.
Validate the ‘Client Reported’ checkbox is checked.
Search for and select "Xanax 0.5 MG Tablet Oral (Schedule IV)" in the ‘New Order’ field.
Set the ‘Dose’ field to "1".
Validate the ‘Dose Unit’ field contains "Tablet".
Select "TWICE A DAY" in the ‘Frequency’ field.
Validate the ‘Start Date’ field contains the current date.
Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
Select "Nasal" from the 'Route' field.
Validate the 'Directions' field contains "Spray one (1) tablet in nostril(s) twice a day".
Select "Injection" from the 'Route' field.
Validate the 'Directions' field contains "Inject one (1) tablet injection twice a day".
Select "Oral" from the 'Route' field.
Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
Click [Save].
Validate the 'Order grid' contains a 'Client Reported' order for "Xanax".
Click the ‘Discharge Med Reconciliation’ tab.
Validate the 'Inpatient Medications' order grid contains orders for “Aleve”, “Prozac” and "Prilosec".
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Xanax".
Select all orders in ‘Inpatient Medications’ order grid and click [Add to Scratchpad As RX].
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Aleve 220 MG Tablet Oral" with a 'Start Date' that is equal to the current date, a 'Stop Date' that is 15 days in the future of the 'Start Date', an order for "Prozac 10 MG Capsule Oral" with a 'Stop Date' that is 5 days in the future of the 'Start Date' and an order for "Prilosec".
Select the order for "Aleve" in the 'Home Medications Scratchpad (Post-Discharge)'.
Set the 'Days Supply' field to "15" and press Tab.
Validate the 'Dispense Qty' field contains "30"
Validate the ‘Dispense Qty Unit’ field contains "Tablet".
Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
Select "Nasal" from the 'Route' field.
Validate the 'Directions' field contains "Spray one (1) tablet in nostril(s) twice a day".
Select "Injection" from the 'Route' field.
Validate the 'Directions' field contains "Inject one (1) tablet injection twice a day".
Select "Oral" from the 'Route' field.
Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
Click [Update Order].
Validate the "Aleve 220 MG Tablet Oral" order contains a 'Stop Date' that is 15 days in the future of the 'Start Date' in the 'Home Medications Scratchpad (Post-Discharge)'.
Select the "Prilosec" order ‘Home Medications Scratchpad (Post-Discharge)’.
Set the 'Days Supply' field to "6" and press Tab.
Validate the 'Dispense Qty' field contains "12"
Click the [Update Order].
Select the “Prozac” order in the ‘Home Medications Scratchpad (Post-Discharge)’ and click [Undo].
Select the "Prozac" order in the 'Inpatient Medications' order grid and click [Do Not Add].
Select the “Xanax” order in the ‘Home Medications Scratchpad (Post-Discharge)’ and click [Continue].
Click [Review and Sign].
Validate the ‘Interactions’ dialog is displayed.
Override the interactions and click [Save Override and Exit].
Validate the ‘Final Review’ dialog is displayed and click [Sign].
Validate the ‘Discharge Med Reconciliation’ tab is in view-only mode.

Scenario 2: 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.
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Select "Every 4 Hour" from the 'Freq' field.
Select "Oral" from the 'Route' field.
Set the "Duration" field to "2" and click [Days].
Select "Tablet" from the 'Dispense Qty Unit' field.
Validate the 'Directions' field contains "Take one (1) tablet by mouth every 4 hours".
Select "Nasal" from the 'Route' field.
Validate the 'Directions' field contains "Spray one (1) tablet in nostril(s) every 4 hours".
Select "DENTAL" from the 'Route' field.
Validate the 'Directions' field contains "Apply one (1) tablet to gums in mouth every 4 hours".
Select "Oral" from the 'Route' field.
Validate the 'Directions' field contains "Take one (1) tablet by mouth every 4 hours".
Click [Update Order] and click [Reconcile & Review].
Validate the 'Admission Med Reconciliation' tab displays in view-only mode.

Scenario 3: OE NX - Orders This Episode after viewing Discharge Med Reconciliation for a different client

Specific Setup:

The 'Default to Client Reported' checkbox is checked for the logged in user in the 'Order Entry User Definition' form.
Please log out of the application and log back in after completing the above configuration.
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
A client must have an active episode. (Client B)
“Client B” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy order.
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Select "3 TIMES A DAY" from the 'Freq' field.
Select "Oral" from the 'Route' field.
Set the "Duration" field to "11" and click [Days].
Validate the 'Days Supply' field contains "11".
Validate the 'Dispense Qty' field contains "33".
Select "Tablet" from the 'Dispense Qty Unit' field.
Validate the 'Directions' field contains "Take one (1) tablet by mouth three times a day".
Select "Injection" from the 'Route' field.
Validate the 'Directions' field contains "Inject one (1) tablet injection twice a day".
Select "DENTAL" from the 'Route' field.
Validate the 'Directions' field contains "Apply one (1) tablet to gums in mouth three times a day".
Select "Oral" from the 'Route' field.
Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
Click [Add to Scratchpad].
Create at least 2 more pharmacy-type orders in 'Orders This Episode'.
Select "Client B" and access the 'Home Medications' tab
Validate the 'Client Reported' checkbox is checked.
Create at least 3 prescriptions.
Select "Client A" and access the Order Entry Console.
Click the 'Discharge Reconciliation' tab.
Select "Client B" and validate the 'Orders This Episode' tab is displayed and that no orders are displayed in the 'Scratchpad'.

Topics

• NX • Order Entry Console

AV-84953 Summary | Details

OE NX - Admission Reconciliation - 'No Known Medications' Checkbox

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

Order Entry Console

Scenario 1: OE NX - 'No Known Medications' = Checked - 'Prevent Admission Med Reconciliation if Med History Not Completed on Home Meds' = "Y"

Specific Setup:

Avatar OE 2022 Update 47 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality.
The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' registry setting must be set to "Y".
Please log out of the application and log back in after completing the above configuration.
A client must have an active 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.
"Client A" must not have any active orders in the Order Entry Console (Orders This Episode or Home Medications sections).

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Admission Reconciliation' tab.
Validate text stating "Home Medications / medication history must be marked as reviewed before Admission Med Reconciliation can be started." is present above the 'Home Medications (Pre-Admission)' order grid and that the 'Admission Reconciliation' tab is in view-only mode.
Select the 'Home Medications' tab.
Validate that the 'Medication history reviewed and completed for Episode #' checkbox is disabled and unchecked.
Validate that there are no active orders and check off the 'No Known Medications' checkbox.
Select the 'Admission Reconciliation' tab.
Validate that the 'No Known Medications' checkbox is checked and aligned to the left of the text stating "Home Medications / medication history must be marked as reviewed before Admission Med Reconciliation can be started.".
Select the 'Home Medications' tab.
Check the 'Medication history reviewed and completed for Episode #' checkbox.
Toggle between the 'Orders this Episode' tab and then back to the 'Home Medications' tab.
Validate that the 'Medication history reviewed and completed for Episode #' checkbox is still checked.
Select the 'Admission Reconciliation' tab.
Validate that the 'Admission Reconciliation' tab is no longer in a view-only mode and is able to be reconciled.
Validate the 'No Known Medications' checkbox is checked and aligned to the left of the 'Admission Reconciliation' tab.

Scenario 2: OE NX - 'No Known Medications' = Unchecked - 'Prevent Admission Med Reconciliation if Med History Not Completed on Home Meds' = "Y"

Specific Setup:

Avatar OE 2022 Update 47 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality.
The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' registry setting must be set to "Y".
Please log out of the application and log back in after completing the above configuration.
A client must have an active 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.
"Client A" must not have any active orders in the Order Entry Console (Orders This Episode or Home Medications sections).

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Admission Reconciliation' tab.
Validate text stating "Home Medications / medication history must be marked as reviewed before Admission Med Reconciliation can be started." is present above the 'Home Medications (Pre-Admission)' order grid and that the 'Admission Reconciliation' tab is in view-only mode.
Select the 'Home Medications' tab.
Validate the 'Medication history reviewed and completed for Episode #' checkbox is disabled and unchecked.
Create a prescription for any medication.
Validate the 'Medication history reviewed and completed for Episode #' checkbox is now enabled and check it off.
Select the 'Admission Reconciliation' tab.
Validate that the 'Admission Reconciliation' tab is no longer in a view-only mode.
Select the order in the 'Home Medications (Pre-Admission)' order grid and click [Hold].
Validate that [Hold in Pending Status] and [Reconcile & Sign] are enabled.
Click [Reconcile & Sign].

Topics

• Admission Reconciliation • NX

AV-85350 Summary | Details

Avatar NX - 'My Calendar' widget

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

Scheduling Calendar
NX View Definition
User Definition

Scenario 1: 'My Calendar' widget - workflow

Specific Setup:

'My Calendar' widget is on the HomeView.
A client must be defined with at least one active episode and have documents filed (Client A).
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).
The logged in user must have multiple appointments scheduled on any given day in the current month (Day A).
Please note: this scenario is for Avatar NX systems.

Steps

Access the 'Scheduling Calendar' form.
Right click in any available time slot.
Click [Add Appointment].
Enter the desired value in the 'Service Code' field.
Select "Client A" in the 'Client' field.
Select the desired episode in the 'Episode' field.
Select the desired value in the 'Program' field.
Click [Submit].
Validate the 'Appointment Grid' contains the new appointment for "Client A".
Click [Dismiss].
Navigate to the 'My Calendar' widget.
Refresh the 'My Calendar' widget.
Validate the appointment for "Client A" is displayed.
Access the 'Scheduling Calendar' form.
Right click on the appointment for "Client A".
Click [Check In] and [Submit].
Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
Click [Dismiss].
Navigate to the 'My Calendar' widget.
Refresh the 'My Calendar' widget.
Validate the checked in appointment for "Client A" is displayed.
Select the desired value in the 'Time-Slot Duration' field.
Validate the 'My Calendar' widget displays the checked in appointment for "Client A" using the updated time-slot duration.
Repeat as needed for additional time-slot durations.
Click [Month] and validate the 'Month' view displays as expected and contains the checked in appointment for "Client A".
Validate "Day A" displays as expected.
Click [Week] and validate the 'Week' view displays as expected and contains the checked in appointment for "Client A".
Click [List] and validate the 'List' view displays as expected and contains the checked in appointment for "Client A".
Navigate to the 'All Documents' view.
Select "Client A" and any document.
Validate the document displays as expected in the 'Console Widget Viewer'.
Navigate to the 'My Calendar' widget.
Validate the 'List' view displays as expected and contains the checked in appointment for "Client A".
Click [Day] and validate the 'Day' view displays as expected and contains the checked in appointment for "Client A".
Access the 'Scheduling Calendar' form.
Right click on the appointment for "Client A".
Click [Check Out] and [Submit].
Validate the 'Appointment Grid' contains the checked out appointment for "Client A".
Click [Dismiss].
Navigate to the 'My Calendar' widget.
Refresh the 'My Calendar' widget.
Validate the checked out appointment for "Client A" is displayed.
Select the desired value in the 'Time-Slot Duration' field.
Validate the 'My Calendar' widget displays the checked out appointment for "Client A" using the updated time-slot duration.
Repeat as needed for additional time-slot durations.
Click [Month] and validate the 'Month' view displays as expected and contains the checked out appointment for "Client A".
Validate "Day A" displays as expected.
Click [Week] and validate the 'Week' view displays as expected and contains the checked out appointment for "Client A".
Click [List] and validate the 'List' view displays as expected and contains the checked out appointment for "Client A".
Click [Day] and validate the 'Day' view displays as expected and contains the checked out appointment for "Client A".

Scenario 2: 'My Calendar' widget - Validate new user settings

Steps

Access the 'User Definition' form.
Create a new user [UserA].
Ensure [UserA] will have the 'My Calendar' widget on their myDay view.
Log out and log in as [UserA].
Navigate to the 'My Calendar' widget.
Validate the 'Month' view is displayed.
Click [Week].
Validate the 'Week' view is now displayed.
Log out.
Log back in as [UserA].
Navigate to the 'My Calendar' widget.
Validate the 'Week' view is displayed.
Click [List].
Validate the 'List' view is now displayed.
Log out.
Log back in as [UserA].
Navigate to the 'My Calendar' widget.
Validate the 'List' view is displayed.
Click [Day].
Validate the 'Day' view is now displayed.
Log out.
Log back in as [UserA].
Navigate to the 'My Calendar' widget.
Validate the 'Day' view is displayed.

Topics

• All Documents Widget • My Calendar • NX • Scheduling Calendar • User Definition • Widgets

AV-85610 Summary | Details

OE NX - Order Groups

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 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)'.
An interval frequency code must exist. (Frequency Code B)
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" and has the 'Yes' checkbox is checked in the 'Default To Selected When Selecting Orders From Order Group' field.
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.

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 'Freq' field to "Frequency Code B" and validate that the 'Start Date/Time' field changes to 'First Dose Date/Time'.
Set the 'Freq' field back to "TWICE A DAY" and validate that the 'First Dose Date/Time' field changes back to 'Start Date/Time'.
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: OE NX - Order Group - One Time Only - Non-Daily with Scheduled Hour of Administration

Specific Setup:

A frequency code must exist that has the following configuration:(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' is set to "Monday", "Wednesday", and "Friday".
'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 "Frequency Code A". (Order Group A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as an allergy to "Ritalin" 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".
Validate the 'Order Group' dialog is displayed.
Select "Order Code A" and enter a 'Dose' of "1" and a 'Dose Unit' of "Tablet".
Set the 'Duration' field to "5" and click [Days].
Validate the 'Frequency' field contains "Frequency Code A".
Validate the 'First Dose Date/Time' field is equal to the next available dose.
Click [Add to Scratchpad].
Validate the 'Scratchpad' contains an order for "Order Code A".
Select the order.
Validate the 'Freq' field contains "Frequency Code A".
Validate the 'First Dose Date' field contains the date of the next available administration.
Validate the 'First Dose Time' field contains "08:00 AM".
Validate the 'Start Date' and 'Start Time' fields match the 'First Dose Date' and 'First Dose Time' fields.
Click [Cancel Update] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A".

Topics

• NX • Order Entry Console

AV-85611 Summary | Details

OE NX - Orders This Episode - My Favorites

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

Frequency Code Setup
Orders This Episode
Avatar eMAR
Order Group Setup
Order Entry Console - My Favorites
Order Code Setup

Scenario 1: My Favorites - Advanced Directive

Specific Setup:

The '(509) Require A Frequency Code on Orders' extended attribute off of 'Order Entry Tabled Files''(500) Order Types' must be set to "Yes" for "Advance Directive".
Please log out of the application and log back in after completing the above configuration.
An Advanced Directive order code must exist. (Do Not Resuscitate (DNR))
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'.
Click [My Favorites].
Validate that the 'My Favorites' dialog is displayed.
Set the 'Order Search' field to "Do Not Resuscitate (DNR)" and click [Add to Favorites].
Validate that a row exists for 'Do Not Resuscitate'.
Check the 'Select' checkbox for this order code and click [Add to Scratchpad].
Validate that the 'Scratchpad' contains the order for "Do Not Resuscitate" and click [Sign].
Validate that the 'Order grid' contains an order for "Do Not Resuscitate".

Scenario 2: OE NX - Order Entry where Frequency Code has required Additional Instructions

Specific Setup:

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.
A Frequency code (Frequency Code A) must exist where 'Require Special/Additional Instructions' is set to "Yes".

Steps

Select “Client A” and access the Order Entry Console
Search for and select "LISINOPRIL 40 MG TABLET ORAL" in the 'New Order' field.
Set the 'Dose' field to "2.5".
Select "MG" from the 'Dose Unit' field.
Select "Every Day" from the 'Freq' field.
Set the 'Duration' field to "20" and click [Days].
Validate the 'Addl Instructions' filed is required.
Click [Add to Scratchpad].
Validate the 'Scratchpad' contains an order for "LISINOPRIL 40 MG TABLET ORAL" with a red flag in the 'Action' column.
Select the order for "Order A" from the 'Scratchpad' to bring it back to 'Order Details'.
Set the 'Addl Instructions' field to "Test".
Click [Add to Scratchpad].
Validate the 'Scratchpad' contains an order for "LISINOPRIL 40 MG TABLET ORAL" with no red flag in the 'Action' column.
Click [Sign].
Validate the 'Order grid' contains two orders for "LISINOPRIL 40 MG TABLET ORAL" with "Test" in the 'Additional Instructions' cell.

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] and [Sign].
Validate the 'Interaction' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the order displays in the 'Order grid'.

Scenario 4: OE NX - One Time Only - Default to give Initial Dose Now - Order Group - Copy/Modify

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 "Frequency Code A"
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

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 "Frequency Code A" 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'.
Select "Order Code A" from the 'Order grid' and click [Copy].
Validate that 'Give Initial Dose Now' [Yes] is pressed, click [Add to Scratchpad] and [Sign].
Validate there are two orders for "Order Code A" in the 'Order grid'.
Select the one of the orders for 'Order Code A' from the 'Order grid' and click [Modify].
Validate that 'Give Initial Dose Now' [Yes] is pressed.

Scenario 5: 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 6: OE NX - "Hours of Administration are required for Routine orders." - Order Group - One Time Only with Give Initial Dose Now = "Yes"

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”.
Please log out of the application and log back in after completing the above configuration.
A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
'Routine or PRN(As Needed) = "Routine"
'One Time Only' = "Yes"
'Times/24 Hours' = "1"
'Interval Frequency' = "No"
'Daily Administration' = "Daily"
'Default to Give Initial Dose Now' = "Yes"
A pharmacy type order code must exist. (Order Code A)
An order group must be created with "Order Code A" that has a default frequency of "Frequency Code A". (Order Group A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

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".
Validate the 'First Dose Date/Time' field is equal to "Today" and "the current time rounded to the nearest half hour/hour".
Fill in any missing fields and click [Add to Scratchpad].
Select the order in the scratchpad.
Validate the 'First Dose Date' field is equal to "Today".
Validate the 'First Dose Time' field is equal to the current time rounded to the nearest half hour/hour.
Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled.
Validate the 'Start Time' field is equal to the 'First Dose Time' field and is disabled.
Click [Cancel Update] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A"
Access the 'eMAR' tab.
Validate the order for "Order Code A" is shown and that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date.

Scenario 7: OE NX - "Hours of Administration are required for Routine orders." - My Favorites - One Time Only with Give Initial Dose Now = "Yes"

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”.
Please log out of the application and log back in after completing the above configuration.
A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
'Routine or PRN(As Needed) = "Routine"
'One Time Only' = "Yes"
'Times/24 Hours' = "1"
'Interval Frequency' = "No"
'Daily Administration' = "Daily"
'Default to Give Initial Dose Now' = "Yes"
A pharmacy type order code must exist. (Order Code A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A".
Set the 'Frequency' field to "Frequency Code A".
Validate 'Custom' is not displayed.
Populate all missing and required fields.
Click the 'Add to Favorites' star button then [Refresh].
Click 'My Favorites', select the order and click [Add to Scratchpad].
Select the order in the 'Scratchpad' and validate that 'Custom' is not displayed next to 'Frequency'.
Validate the 'First Dose Date' field is equal to the current date.
Validate the 'First Dose Time' field is equal to the current time rounded to the nearest half hour/hour.
Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled.
Validate that the 'Start Time' field is equal to the 'First Dose Time' field and is disabled.
Click [Cancel Update] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A"
Access the 'eMAR' widget.
Validate the Order for "Order Code A" is shown and that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date.

Scenario 8: OE NX - "Hours of Administration are required for Routine orders." - Taper/Titration - One Time Only with Give Initial Dose Now = "Yes"

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”.
Please log out of the application and log back in after completing the above configuration.
A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
'Routine or PRN(As Needed) = "Routine"
'One Time Only' = "Yes"
'Times/24 Hours' = "1"
'Interval Frequency' = "No"
'Daily Administration' = "Daily"
'Default to Give Initial Dose Now' = "Yes"
A routine frequency code with set hours of administration at "09:00 AM" and "09:00 PM" must be configured in the 'Frequency Code Setup' form. (Frequency Code B)
A pharmacy type order code must exist. (Order Code A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select “Client A” and access the Order Entry Console.
Create a Taper/Titrate order with 2 steps for "Order Code A".
Set the 1st 'Freq' field to "Frequency Code A" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields.
Set the 2nd 'Freq' field to "Frequency Code B" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields.
Click [Add to Scratchpad] and validate that two orders for "Order Code A" are in the scratchpad.
Select the first order in the scratchpad.
Validate the 'First Dose Date' field is equal to "Today".
Validate the 'First Dose Time' field is equal to "the current time rounded to the nearest half hour/hour".
Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled.
Validate that the 'Start Time' field is equal to the 'First Dose Time' field and is disabled.
Click [Cancel Update] and [Sign].
Validate two orders for "Order Code A" are in the 'Order grid'; one with 'Addl Instructions' set to "Step 1 of 2 steps" and the other with 'Addl Instructions' set to "Step 2 of 2 steps".
Navigate to the 'eMAR' tab.
Validate an order for "Order Code A" is shown with one scheduled administration time set to the nearest half hour of the current time.
Set the 'Administration Date' field to "T+1" and click [Refresh].
Validate an order for "Order Code A" is shown with 2 scheduled administration times; "0900" and "2100".

Scenario 9: OE NX - My Favorites - Lab Order - Default Frequency Requires Addl Instructions

Specific Setup:

A Frequency code must exist where 'Require Special/Additional Instructions' is set to "Yes". (Frequency Code A)
A lab type order code must be set up with a default frequency of "Frequency Code A". (Lab Code 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.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Lab Code A".
Validate the 'Freq' field is set to "Frequency Code A".
Validate the 'Addl Instructions' field is required.
Populate all missing and required fields, except for the 'Addl Instructions' field.
Click the 'Add to Favorites' star button then [Refresh].
Click 'My Favorites', select the order and click [Add to Scratchpad].
Validate the order in the 'Scratchpad' contains a red flag.
Select the order and validate the 'Addl Instructions' field is required.
Populate the 'Addl Instructions' field and click [Update Order] and [Sign].
Validate the 'Order grid' contains an order for "Lab Code A".
Validate the populated text from the 'Addl Instructions' field shows in the 'Addl Instructions' column of the 'Order grid.

Scenario 10: OE NX - Dietary-Oral Order - default frequency requiring 'Addl Instructions' field - 'Frequency' field hidden

Specific Setup:

The ‘(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)’ extended attribute must have "Frequency” checked in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Dietary-Oral”.
Please log out of the application and log back in after completing the above configuration.
A Frequency code must exist where 'Require Special/Additional Instructions' is set to "Yes". (Frequency Code A)
A dietary type order code must be set up with a default frequency of "Frequency Code A". (Order Code 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.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A".
Validate the 'Frequency' field is not shown.
Validate the 'Addl Instructions' field is not required.
Populate all missing and required fields.
Click the 'Add to Favorites' star button then [Refresh].
Click 'My Favorites', select the order and click [Add to Scratchpad].
Validate a missing required field flag is not present on the order.
Select the order in the 'Scratchpad' and validate that the 'Addl Instructions' field is not required.
Click [Cancel Update] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A"

Topics

• Frequency Codes • NX • Order Entry Console

AV-85612 Summary | Details

OE NX - Skip 1st Dose disable for one time only orders when selected from an Order Group

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)
Order Group Setup

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 'Skip First Dose' [Yes] is disabled.
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 'Skip First Dose' [Yes] is disabled.
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 - Copy/Modify

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 "Frequency Code A"
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

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 "Frequency Code A" 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'.
Select "Order Code A" from the 'Order grid' and click [Copy].
Validate that 'Give Initial Dose Now' [Yes] is pressed, click [Add to Scratchpad] and [Sign].
Validate there are two orders for "Order Code A" in the 'Order grid'.
Select the one of the orders for 'Order Code A' from the 'Order grid' and click [Modify].
Validate that 'Give Initial Dose Now' [Yes] is pressed.

Scenario 4: OE NX - Unscheduled One Time Only Frequency Code - Manual Give Initial Dose Now

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 "Daily"
'Times/24 Hours' is set to "1"
'Default Give Initial Dose Now' set to no 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 "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 5: 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 code.
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 [Sign]
Validate the order displays in the 'Order grid'.

Scenario 6: 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 '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 7: 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)'.
An interval frequency code must exist. (Frequency Code B)
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" and has the 'Yes' checkbox is checked in the 'Default To Selected When Selecting Orders From Order Group' field.
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.

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 'Freq' field to "Frequency Code B" and validate that the 'Start Date/Time' field changes to 'First Dose Date/Time'.
Set the 'Freq' field back to "TWICE A DAY" and validate that the 'First Dose Date/Time' field changes back to 'Start Date/Time'.
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 Code Setup • Order Entry Console

AV-85613 Summary | Details

OE NX - First Dose Date/Time

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: OE NX - Orders This Episode - Schedule II - New, Copy, Modify, Hold, Resume, and Discontinue

Specific Setup:

A schedule II pharmacy-type order code must exist. (Order Code A)
A frequency code must be configured as a routine frequency with 2 scheduled hours of administration, one at 09:00 AM and one at 09:00 PM, through the "Frequency Code Setup' form. (Frequency Code A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as an allergy to "Order Code A" 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 Code A" in the 'New Order' field.
Validate a warning indicator is displayed with "At least one warning has been found with this order" link under the 'New Order' field.
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Set the 'Duration' field to "10" and click [Days].
Set the 'Start Time' field to "08:30 AM".
Select "Frequency Code A" from the 'Freq' field.
Validate the 'First Dose Date' field is set to "Today's Date".
Validate the 'First Dose Time' field is set to "09:00 AM".
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed with an allergy interaction for "Ritalin".
Override the interaction and click [Save Override and Exit].
Validate the 'Order grid' contains an order for "Order Code A".
Select "Order Code A" and click [Copy].
Validate a message is displayed stating "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [Yes].
Click [Add to Scratchpad] and [Sign].
Validate that the 'Interactions' dialog is displayed with an allergy interaction for "Order Code A" and a 'Duplicate Order' interaction.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains two orders for "Order Code A".
Select the first order and click [Modify].
Set the Dose to "2".
Validate that "Tablet" is displayed in the 'Dose Unit' field
Click [Add to Scratchpad] and [Sign].
Validate that the 'Interactions' dialog is displayed with an allergy interaction for "Order Code A" and a 'Duplicate Order' interaction.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains an order for "Order Code A 2 Tablet, TWICE A DAY" and an order for "Order Code A 1 Tablet, TWICE A DAY".
Select the first order and click [Hold], [Add to Scratchpad], and [Sign].
Validate the 'Order grid' contains an order for "Order Code A 2 Tablet, TWICE A DAY" with an "Order Status" of "Active(On Hold)".
Select the order with an 'Order Status' of "Active(On Hold)" and click [Resume], [Add to Scratchpad], and [Sign].
Validate the 'Order grid' contains an order for "Order Code A 2 Tablet, TWICE A DAY" and an order for "Order Code A 1 Tablet, TWICE A DAY" both with an 'Order Status' of "Active"
Select the first order and click [Renew].
Set the 'Renew' field to "15" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A 2 Tablet, TWICE A DAY" and an order for "Order Code A 1 Tablet, TWICE A DAY".

Scenario 2: 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" and a 'Duration (Days)' set to "6". (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".

Scenario 3: 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)'.
An interval frequency code must exist. (Frequency Code B)
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" and has the 'Yes' checkbox is checked in the 'Default To Selected When Selecting Orders From Order Group' field.
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.

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 'Freq' field to "Frequency Code B" and validate that the 'Start Date/Time' field changes to 'First Dose Date/Time'.
Set the 'Freq' field back to "TWICE A DAY" and validate that the 'First Dose Date/Time' field changes back to 'Start Date/Time'.
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 4: OE NX - Order Group - One Time Only - Non-Daily with Scheduled Hour of Administration

Specific Setup:

A frequency code must exist that has the following configuration:(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' is set to "Monday", "Wednesday", and "Friday".
'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 "Frequency Code A". (Order Group A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as an allergy to "Ritalin" 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".
Validate the 'Order Group' dialog is displayed.
Select "Order Code A" and enter a 'Dose' of "1" and a 'Dose Unit' of "Tablet".
Set the 'Duration' field to "5" and click [Days].
Validate the 'Frequency' field contains "Frequency Code A".
Validate the 'First Dose Date/Time' field is equal to the next available dose.
Click [Add to Scratchpad].
Validate the 'Scratchpad' contains an order for "Order Code A".
Select the order.
Validate the 'Freq' field contains "Frequency Code A".
Validate the 'First Dose Date' field contains the date of the next available administration.
Validate the 'First Dose Time' field contains "08:00 AM".
Validate the 'Start Date' and 'Start Time' fields match the 'First Dose Date' and 'First Dose Time' fields.
Click [Cancel Update] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A".

Topics

• NX • Order Entry Console

AV-85614 Summary | Details

OE NX - Admission Med Reconciliation - First Dose Date/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
Order Entry Console

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"
Validate the 'Dose Unit' field contains "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: OE NX - Manual Give Initial Dose Now - '(524) Require Hours of Administration for Routine Orders' is required

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".
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 '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.
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 3: 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 4: 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 5: 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 6: 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 7: 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'.

Scenario 8: OE NX - Admission Med Reconciliation - Administration times

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.
Click the 'Home Medications' tab.
Create 2 orders, one "Reported" and one "Rx" and populate all required fields, selecting frequency codes that have defined hours of administration.
Click the 'Admission Med Reconciliation' tab.
Select both orders from the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
Select the first order in the 'Inpatient Medications Scratchpad' and validate the 'First Dose Date' and 'First Dose Time' fields are populated.
Click the 'Custom' link and validate the correct administration times display.
Populate any remaining required fields and click [Update Order].
Select the second order in the 'Inpatient Medications Scratchpad' and validate the 'First Dose Date' and 'First Dose Time' fields are populated.
Click the 'Custom' link and validate the correct administration times display.
Populate any remaining required fields and click [Update Order].
Click [Reconcile & Sign] and validate the 'Admission Med Reconciliation' tab displays in view-only mode.

Topics

• NX • Order Entry Console

AV-85615 Summary | Details

OE NX - Orders This Episode - one time only routine pharmacy-type orders

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

Avatar eMAR
Frequency Code Setup
Order Group Setup
Orders This Episode
Order Entry Console - My Favorites

Scenario 1: OE NX - "Hours of Administration are required for Routine orders." - Order Group - One Time Only with Give Initial Dose Now = "Yes"

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”.
Please log out of the application and log back in after completing the above configuration.
A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
'Routine or PRN(As Needed) = "Routine"
'One Time Only' = "Yes"
'Times/24 Hours' = "1"
'Interval Frequency' = "No"
'Daily Administration' = "Daily"
'Default to Give Initial Dose Now' = "Yes"
A pharmacy type order code must exist. (Order Code A)
An order group must be created with "Order Code A" that has a default frequency of "Frequency Code A". (Order Group A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

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".
Validate the 'First Dose Date/Time' field is equal to "Today" and "the current time rounded to the nearest half hour/hour".
Fill in any missing fields and click [Add to Scratchpad].
Select the order in the scratchpad.
Validate the 'First Dose Date' field is equal to "Today".
Validate the 'First Dose Time' field is equal to the current time rounded to the nearest half hour/hour.
Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled.
Validate the 'Start Time' field is equal to the 'First Dose Time' field and is disabled.
Click [Cancel Update] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A"
Access the 'eMAR' tab.
Validate the order for "Order Code A" is shown and that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date.

Scenario 2: OE NX - "Hours of Administration are required for Routine orders." - My Favorites - One Time Only with Give Initial Dose Now = "Yes"

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”.
Please log out of the application and log back in after completing the above configuration.
A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
'Routine or PRN(As Needed) = "Routine"
'One Time Only' = "Yes"
'Times/24 Hours' = "1"
'Interval Frequency' = "No"
'Daily Administration' = "Daily"
'Default to Give Initial Dose Now' = "Yes"
A pharmacy type order code must exist. (Order Code A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A".
Set the 'Frequency' field to "Frequency Code A".
Validate 'Custom' is not displayed.
Populate all missing and required fields.
Click the 'Add to Favorites' star button then [Refresh].
Click 'My Favorites', select the order and click [Add to Scratchpad].
Select the order in the 'Scratchpad' and validate that 'Custom' is not displayed next to 'Frequency'.
Validate the 'First Dose Date' field is equal to the current date.
Validate the 'First Dose Time' field is equal to the current time rounded to the nearest half hour/hour.
Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled.
Validate that the 'Start Time' field is equal to the 'First Dose Time' field and is disabled.
Click [Cancel Update] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A"
Access the 'eMAR' widget.
Validate the Order for "Order Code A" is shown and that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date.

Scenario 3: OE NX - "Hours of Administration are required for Routine orders." - Taper/Titration - One Time Only with Give Initial Dose Now = "Yes"

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”.
Please log out of the application and log back in after completing the above configuration.
A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
'Routine or PRN(As Needed) = "Routine"
'One Time Only' = "Yes"
'Times/24 Hours' = "1"
'Interval Frequency' = "No"
'Daily Administration' = "Daily"
'Default to Give Initial Dose Now' = "Yes"
A routine frequency code with set hours of administration at "09:00 AM" and "09:00 PM" must be configured in the 'Frequency Code Setup' form. (Frequency Code B)
A pharmacy type order code must exist. (Order Code A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select “Client A” and access the Order Entry Console.
Create a Taper/Titrate order with 2 steps for "Order Code A".
Set the 1st 'Freq' field to "Frequency Code A" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields.
Set the 2nd 'Freq' field to "Frequency Code B" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields.
Click [Add to Scratchpad] and validate that two orders for "Order Code A" are in the scratchpad.
Select the first order in the scratchpad.
Validate the 'First Dose Date' field is equal to "Today".
Validate the 'First Dose Time' field is equal to "the current time rounded to the nearest half hour/hour".
Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled.
Validate that the 'Start Time' field is equal to the 'First Dose Time' field and is disabled.
Click [Cancel Update] and [Sign].
Validate two orders for "Order Code A" are in the 'Order grid'; one with 'Addl Instructions' set to "Step 1 of 2 steps" and the other with 'Addl Instructions' set to "Step 2 of 2 steps".
Navigate to the 'eMAR' tab.
Validate an order for "Order Code A" is shown with one scheduled administration time set to the nearest half hour of the current time.
Set the 'Administration Date' field to "T+1" and click [Refresh].
Validate an order for "Order Code A" is shown with 2 scheduled administration times; "0900" and "2100".

Scenario 4: OE NX - "Hours of Administration are required for Routine orders." - My Favorites - One Time Only with Set Hours of Administration

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”.
Please log out of the application and log back in after completing the above configuration.
A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
'Routine or PRN(As Needed) = "Routine"
'One Time Only' = "Yes"
'Times/24 Hours' = "1"
'Interval Frequency' = "No"
'Daily Administration' = "Daily"
'Default to Give Initial Dose Now' = "No"
'Hours of Administration' = "08:00 AM"
A pharmacy type order code must exist. (Order Code A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A".
Set the 'Frequency' field to "Frequency Code A".
Validate 'Custom' is not displayed.
Populate all missing and required fields.
Click the 'Add to Favorites' star button then [Refresh].
Click 'My Favorites', select the order and click [Add to Scratchpad].
Select the order in the 'Scratchpad' and validate that 'Custom' is not displayed next to 'Frequency'.
Validate the 'First Dose Date' field is equal to "Tomorrow's Date".
Validate the 'First Dose Time' field is equal to "08:00 AM".
Validate the 'Start Date' field is equal to the 'First Dose Date' field.
Validate that the 'Start Time' field is equal to the 'First Dose Time' field.
Click [Cancel Update] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A"
Navigate to the 'eMAR' tab.
Set the 'Administration Date' field to "T+1".
Validate the Order for "Order Code A" is shown and that there is one scheduled administration time at "0800" under tomorrow's date.

Scenario 5: OE NX - "Hours of Administration are not required for Routine orders." - Order Group - One Time Only with Set Hours of Administration

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”.
Please log out of the application and log back in after completing the above configuration.
A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
'Routine or PRN(As Needed) = "Routine"
'One Time Only' = "Yes"
'Times/24 Hours' = "1"
'Interval Frequency' = "No"
'Daily Administration' = "Daily"
'Default to Give Initial Dose Now' = "No"
'Hours of Administration' = "08:00 AM"
A pharmacy type order code must exist. (Order Code A)
An order group must be created with "Order Code A" that has a default frequency of "Frequency Code A". (Order Group A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

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".
Validate the 'First Dose Date/Time' field is equal to "Tomorrow's Date" and "08:00 AM".
Fill in any missing fields and click [Add to Scratchpad].
Select the order in the scratchpad.
Validate the 'First Dose Date' field is equal to "Tomorrow's Date".
Validate the 'First Dose Time' field is equal to "08:00 AM".
Validate the 'Start Date' field is equal to the 'First Dose Date' field.
Validate that the 'Start Time' field is equal to the 'First Dose Time' field.
Click [Cancel Update] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A"
Navigate to the 'eMAR' tab.
Set the 'Administration Date' field to "T+1".
Validate the Order for "Order Code A" is shown and that there is one scheduled administration time at 0800.

Topics

• NX • Order Entry Console

AV-85616 Summary | Details

OE NX - Admission Med Reconciliation - Adding orders with interval frequencies

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

Frequency Code Setup
Orders This Episode
Order Entry Console

Scenario 1: 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 2: 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'.

Scenario 3: OE NX - Admission Med Reconciliation - Pre-Admit Mode - Interval Frequency

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' registry setting must be set to "Y".
A Client must have an active pre-admit episode (Client A).

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Create 2 orders, one "Reported" and one "Rx" and populate all required fields selecting an interval frequency code.
Click the 'Admission Med Reconciliation' tab.
Select both orders created in the 'Medication History (Pre-Admission)' table and click [Add to Scratchpad].
Click the first order from the 'Inpatient Medications Scratchpad' and populate all required fields and click [Update Order].
Click the second order from the 'Inpatient Medications Scratchpad' and populate all required fields and click [Update Order].
Validate there is no missing required field flag for either order and click [Reconcile & Sign].

Topics

• NX • Order Entry Console

AV-85617 Summary | Details

OE NX - Taper/titration orders - one time only or interval frequency codes

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

Order Entry Console

Scenario 1: OE NX - Admission Med Reconciliation - New order - Taper/Titration - Calendar

Specific Setup:

A frequency code must be configured as an interval frequency through the 'Frequency Code Setup' form. (Frequency Code A)
A frequency code must be configured as a one-time-only frequency through the "Frequency Code Setup' form. (Frequency Code B)
A frequency code must be configured as a routine non-interval frequency with 2 scheduled hours of administration through the "Frequency Code Setup' form. (Frequency Code C)
A pharmacy type order code must exist. (Order 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 Medication Reconciliation’ tab.
Search for and select "Order Code A" in the ‘New Order’ field.
Click [Taper/Titrate].
Validate that 'Calendar' is selected.
Click the ‘Add Step’ link twice.
Set the 1st ‘Dose’ field to “1” and press [Tab].
Select "Tablet" from the 1st ‘Dose Unit’ field.
Validate the 'Days' field does not contain a value and is required.
Set the 1st ‘Days’ field to “1”.
Select “Frequency Code C” in the 1st ‘Freq’ field.
Set the 2nd ‘Dose’ field to “2” and press [Tab].
Select "Tablet" from the 2nd ‘Dose Unit’ field.
Validate the 'Days' field does not contain a value and is required.
Set the 2nd ‘Days’ field to “1”.
Select “Frequency Code A” in the 2nd ‘Freq’ field and validate the 'Custom' button is no longer shown.
Set the 3rd ‘Dose’ field to “3” and press [Tab].
Select "Tablet" from the 3rd ‘Dose Unit’ field.
Validate the 'Days' field does not contain a value and is required.
Set the 3rd ‘Days’ field to “1”.
Select “Frequency Code B” in the 3rd ‘Freq’ field and validate the 'Custom' button is no longer shown.
Select "Frequency Code C" in the 3rd 'Freq' field and validate the 'Custom' button is shown again.
Click [Add to Scratchpad].
Validate the ‘Inpatient Medications Scratchpad’ contains the three new orders.
Click [Reconcile & Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Admission Med Reconciliation' tab is in view-only mode.

Scenario 2: OE NX - Admission Medication Reconciliation - Taper/Titrate - 24-hr

Specific Setup:

A frequency code must be configured as an interval frequency through the 'Frequency Code Setup' form. (Frequency Code A)
A frequency code must be configured as a one-time-only frequency through the "Frequency Code Setup' form. (Frequency Code B)
A frequency code must be configured as a routine non-interval frequency with 2 scheduled hours of administration through the "Frequency Code Setup' form. (Frequency Code C)
A pharmacy type order code must exist. (Order 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 Medication Reconciliation’ tab.
Search for and select "Order Code A" in the ‘New Order’ field.
Click [Taper/Titrate].
Validate that 'Calendar' is selected.
Click [24-hr].
Click the ‘Add Step’ link.
Set the 1st ‘Dose’ field to “3” and press [Tab].
Select "Tablet" from the 1st ‘Dose Unit’ field.
Validate the 'Days' field does not contain a value and is required.
Set the 1st ‘Days’ field to “3”.
Select “Frequency Code A” in the 1st ‘Freq’ field and validate the 'Custom' button is no longer shown.
Set the 2nd ‘Dose’ field to “2” and press [Tab].
Select "Tablet" from the 2nd ‘Dose Unit’ field.
Validate the 'Days' field does not contain a value and is required.
Set the 2nd ‘Days’ field to “”.
Select “Frequency Code B” in the 2nd ‘Freq’ field and validate the 'Custom' button is no longer shown.
Click [Add to Scratchpad].
Validate the Error dialog "Days field is required." is displayed and click [OK].
Select "3" from the 2nd 'Days' field.
Select "Frequency Code C" in the 2nd 'Freq' field and validate the 'Custom' button is shown again.
Click [Add to Scratchpad].
Validate the ‘Inpatient Medications Scratchpad’ contains the two new orders.
Click [Reconcile & Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in 'Output' for both orders and click [Sign].
Validate the 'Admission Med Reconciliation' tab is in view-only mode.

Scenario 3: OE NX - Orders This Episode - Taper/Titration - 24-hr - Custom Administration Time

Specific Setup:

A frequency code must be configured as an interval frequency in the 'Frequency Code Setup' form. (Frequency Code A)
A frequency code must be configured as a one-time-only frequency in the "Frequency Code Setup' form. (Frequency Code B)
A frequency code must be configured as 'Routine' with administration times of "09:00 AM" and "09:00 PM" in the 'Frequency Code Setup' form. (Frequency Code C)
A client must have an active episode whose program and 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.
Search for and select a pharmacy-type order code.
Click [Taper/Titration]
Validate the 'Taper/Titration' dialog is displayed.
Click [24-hr].
Click [Add Step] twice.
For step one enter a 'Dose', 'Dose Unit', select a value in 'Days' and select "Frequency Code C" from the 'Freq' field and validate that 'Custom' is displayed.
For step two enter 'Dose', 'Dose Unit', select a value in 'Days' and select "Frequency Code A" from the 'Freq' field and validate that 'Custom' is not displayed.
For step two enter 'Dose', 'Dose Unit', select a value in 'Days' and select "Frequency Code B" from the 'Freq' field and validate that 'Custom' is not displayed.
Click [Add to Scratchpad].
Select row 1 from the 'Scratchpad'.
Validate that 'Custom' is displayed next to the 'Freq' field.
Populate all missing required fields and click [Update Order].
Select row 2 from the 'Scratchpad'.
Validate that 'Custom' is not displayed next to the 'Freq' field.
Populate all missing required fields and click [Update Order].
Select row 3 from the 'Scratchpad'.
Validate that 'Custom' is not displayed next to the 'Freq' field.
Populate all required fields and select "Frequency Code A" in the 'Freq' field and validate the 'Custom' button is no longer displayed.
Click [Update Order] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed, select "None" in 'Output' for all 3 orders and click [Sign].

Topics

• NX • Order Entry Console

AV-85618 Summary | Details

Avatar NX - Client Picture

Scenario 1: Medical Note - Validate client in focus when switching client in context

Specific Setup:

Must have a user with existing Provider login credentials that is logged in (User A).
"User A" must have the 'Medical Note' widget properly configured to a view.
"User A" must have various views configured that contain the 'Client Information Header' (View A & View B).
"User A" has at least two clients with the following configured (Client A & Client B):
Must have a client photo assigned.
Must have an existing appointment scheduled with "User A".

Steps

Navigate to the 'Medical Note' widget and validate the existence of 'Today's E&M Appointments/Notes'.
Validate that the existing appointment is displayed for new "Client A" in 'Today's E&M Appointments/Notes'.
Select "Client A" and validate the 'Facesheet' tab displays for "Client A".
Validate the header displays "Client A" and their picture.
Navigate to the "View A", validate the client header contains "Client A" and their picture.
Navigate to the "View B", validate the client header contains "Client A" and their picture.
Navigate to the 'Medical Note' widget and validate the 'Facesheet' tab displays for "Client A".
Click [Today's Appts/Notes].
Validate the existing appointment displays for "Client B" in 'Today's E&M Appointments/Notes'.
Click [Start] next to "Client B".
Validate 'Note Details' displays for "Client B".
Validate the client header updates to display "Client B" and their picture.
Click [Cancel].
Navigate to "View A", validate the client header contains "Client B" and their picture.
Navigate to "View B", validate that the client header contains "Client B" and their picture.

Topics

• Medical Note • NX

AV-85633 Summary | Details

OE NX - Order Entry Console (Orders This Episode section) - Order Group Default Interval Frequency

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: OE NX - Order Group - Interval Order

Specific Setup:

An order group must contain a pharmacy-type order code with an interval frequency. (Order Group A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" and select the pharmacy-type order code with the interval frequency.
Validate 'Custom' is not displayed next to the 'Frequency' field.
Click [Add to Scratchpad].
Select the order from the 'Scratchpad' and validate 'Custom' is not displayed next to the 'Frequency'.
Populate the remaining required fields and click [Update Order] and [Sign].
Validate the new order is displayed in the 'Order grid'.

Scenario 2: 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] and [Sign].
Validate the 'Interaction' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the order displays in the 'Order grid'.

Topics

• NX • Order Entry Console

AV-61315 Summary \| Details Form Pre-Displays - Sorting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Diagnosis Scenario 1: Treatment Plan - Predisplay Sort Specific Setup: Client is enrolled in an existing episode (Client A). The 'Treatment Plan' form must have document routing enabled. Steps Select "Client A" and access the 'Treatment Plan' form. Select the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Set the 'Plan Name' field to "Plan 1". Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Set desired values for 'Problems', 'Goal', 'Objective', and 'Intervention'. Click [Return to Plan]. Select "Final" from the 'Treatment Plan Status' field. Click [Submit]. Click [Accept]. Enter the password and click [Verify]. Access the 'Treatment Plan' form again for "Client A". Click [Add]. Select "No" in the 'Do you want to default from a previous plan' dialog. Select the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Set the 'Plan Name' field to "Plan 2". Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Set desired values for 'Problems', 'Goal', 'Objective', and 'Intervention'. Click [Return to Plan]. Click [Submit]. Access the 'Treatment Plan' form again for "Client A". Sort any of the 'Plan Type' , 'Plan Name' , 'Plan Status' , 'Plan Date' columns in the pre-display. Validate the column sorts based on the values. Click [Cancel]. Scenario 2: Diagnosis - Predisplay Sort Specific Setup: Client is enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Diagnosis' form. Select the desired value in the 'Type Of Diagnosis' field. Set desired time in the 'Time Of Diagnosis' field. Click [New Row]. Set desired Diagnosis in the 'Diagnosis Search' field. Set desired Practitioner in the 'Diagnosing Practitioner' field. Click [Submit]. Validate the message "Do you want to return to the Pre-Display?" and click [Yes]. Click [Add]. Select the desired value in the 'Type Of Diagnosis' field. Set desired time in the 'Time Of Diagnosis' field. Click [New Row]. Set desired Diagnosis in the 'Diagnosis Search' field. Set desired Practitioner in the 'Diagnosing Practitioner' field. Click [Submit]. Validate the message "Do you want to return to the Pre-Display?" and click [Yes]. Sort any of the 'Date of Diagnosis' , 'Type of Diagnosis' , 'Time of Diagnosis' , 'Primary Diagnosis' columns in the pre-display. Validate the column sorts based on the values. Click [Cancel].	Topics • Diagnosis • NX • Treatment Plan
AV-77228 Summary \| Details Avatar NX - Recent Clients Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission (Outpatient) Scenario 1: Caseload Validation - Admit new client Specific Setup: The logged in user must have a practitioner associated (Practitioner A). "Practitioner A" must have an empty caseload. "Practitioner A" must an appointment scheduled for the current day with a client (Client A). Steps Validate 'Recent Clients' and 'Clients for Today' display on the left side. Click [Clients for Today]. Validate "Client A" displays. Click [Recent Clients]. Validate an empty caseload. Access the 'Admission (OutPatient)' form. Enter the desired value in the 'Last Name' field. Enter the desired value in the 'First Name' field. Select any value in the 'Sex' field. Click [Search] and [New Client]. Validate the 'Admission (OutPatient)' form displays with the values previously entered. Enter the current date in the 'Preadmit/Admission Date' field. Click [Current Time]. Select the desired value in the 'Program' field. Select the desired value in the 'Type of Admission' field. Enter and select "Practitioner A" in the 'Admitting Practitioner' field. Enter and select "Practitioner A" in the 'Attending Practitioner' field. Click [Submit]. Validate 'My Clients' displays on the left side and contains the newly admitted client. Validate the newly admitted client displays under 'Recent Clients' as well. Scenario 2: Verify Recent Clients - no clients in user caseload Specific Setup: Must be logged in as a user with no clients in their caseload. The logged in user must have "Yes" for 'Warn if user attempted non-caseload access' must be selected in 'User Definition'. Two clients must be defined (Client A and Client B). Steps Validate 'Recent Clients' field is displayed on the left side. Search for and select "Client A". Validate a "Non-Caseload Access" message is displayed stating: User, "Client A" is not contained within your current caseload. Your access of this client will be recorded within the database. Why are you accessing "Client A"? Enter the desired value and click [OK]. Validate the 'Recent Clients' list now contains "Client A" and is highlighted. Search for and select "Client B". Validate a "Non-Caseload Access" message is displayed stating: User, "Client B" is not contained within your current caseload. Your access of this client will be recorded within the database. Why are you accessing "Client B"? Enter the desired value and click [OK]. Validate the 'Recent Clients' list now contains "Client B" and is highlighted. Access the 'Individual Progress Note' form. Verify form opens successfully and click [Discard]. Click [Clear Client]. Validate the 'Recent Clients' list contains both "Client A" and "Client B".	Topics • Admission • NX
AV-80189 Summary \| Details Avatar NX - Event Logic 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: Progress Notes (Group and Individual) - field validations Specific Setup: A client must be enrolled in multiple existing episodes (Client A). Steps Access the 'Progress Notes (Group and Individual)' form. Enter any value in the 'Service Duration' field and press the 'Tab' key. Validate a dialog stating: "Please select a client." Click [OK]. Validate the 'Service Duration' field is cleared. Select "Client A" in the 'Select Client' field. Enter any value in the 'Service Duration' field. Validate a dialog stating: "Please select an episode." Click [OK]. Validate the 'Service Duration' field is cleared. Select any value in the 'Select Episode' field. Select "New Service" in the 'Progress Note For' field. Enter any value in the 'Service Duration' field. Select "Independent Note" in the 'Progress Note For' field. Validate the 'Service Duration' field is cleared and disabled. Select "New Service" in the 'Progress Note For' field. Select any value in the 'Note Type' field. Enter any value in the 'Notes Field'. Enter the current date in the 'Date of Service' field. Select any value in the 'Service Charge Code' field. Enter any value in the 'Service Duration' field. Select "Final" 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)
AV-83197 Summary \| Details Avatar NX - Integer fields Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Site Specific Section Modeling (CWS) Treatment Plan Scenario 1: File 'Treatment Plan' with 'Treatment Plan Numeric' fields populated Specific Setup: 'Treatment Plan Numeric' fields must be added to each section of the Tree View through 'Site Specific Section Modeling' for Avatar CWS. The 'Treatment Plan' form must have document routing enabled. Client is enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Treatment Plan' form. Enter the current date in the 'Plan Date' field. Select the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Click [Add New Problem]. Populate the required fields. Enter any non-numeric characters in the 'SS Treatment Plan Problem Numeric 1' field. Validate a message is received "Invalid format entered" and Click [OK]. Validate the 'SS Treatment Plan Problem Numeric 1' field does not contain a value. Enter any number in the 'SS Treatment Plan Problem Numeric 1' field. Enter any non-numeric characters in the 'SS Treatment Plan Problem Numeric 2' field. Validate a message is received "Invalid format entered" and Click [OK]. Validate the 'SS Treatment Plan Problem Numeric 2' field does not contain a value. Enter any number in the 'SS Treatment Plan Problem Numeric 2' field. Repeat steps 1h-1o for 'Goal', 'Objective', and 'Intervention'. Click [Back to Plan Page]. Select "Final" from the 'Treatment Plan Status' field. Click [Submit]. Click [Accept]. Enter the password and click [Verify]. Select "Client A" and access the 'Treatment Plan' form. Select the record from the previous steps. Click [Edit] and [Yes]. Validate the plan filed in the previous steps is displayed. Click [Launch Plan]. Validate the 'SS Treatment Plan Numeric' field values added in the previous steps are displayed for the 'Problem', 'Goal', 'Objective', and 'Intervention' sections. Close the form.	Topics • NX • Treatment Plan
AV-83243 Summary \| Details 835 Health Care Claim Payment/Advice - Work Compile Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: App Dashboard Server Record Maintenance 835 Health Care Claim Payment/Advice (PM) Admission (Outpatient) Claim Adjustment Group/Reason Code Definition Client Charge Input Client Ledger Create Interim Billing Batch File Crystal Report Viewer Diagnosis Electronic Billing Financial Eligibility Guarantors/Payors Scenario 1: Diagnosis - Editing a diagnosis Specific Setup: Admission: An existing client is identified or a new client is admitted. Note the client id/Name. Diagnosis: A client must have a diagnosis entered. Steps Open the 'Diagnosis' form. Search for desired client in the 'Select Client' field. Validate results display. Select desired client from the results. Validate a Pre-Display is displayed showing existing diagnoses for the client. Select an existing diagnosis record. Click [Edit]. Enter an invalid time in the 'Time of Diagnosis' field. Validate an Error message stating: "Invalid time format. HH:MM AM, HH:MM PM or HHMM military time (Midnight is 0000 hours.)" Validate the 'Time of Diagnosis' field defaults to the time that was saved prior. Change the 'Time of Diagnosis' field to the current time. Enter a different practitioner in the 'Diagnosing Practitioner' field. Select "Void" in the 'Status' field. Validate the voided diagnosis is crossed off. Navigate to the myDay view. Navigate back to the open 'Diagnosis' form. Validate the voided diagnosis is crossed off. Validate the 'Diagnosing Practitioner' contains the value entered in the previous steps. Click [Submit]. Validate a Pre-Display Confirmation dialog is displayed stating: Do you want to return to Pre-Display? Click [Yes]. Select desired diagnosis record. Click [Edit]. Select "No" in the 'Show Active Only' field. Validate the voided diagnosis displays and is crossed off. Close the form. Scenario 2: Allergies and Hypersensitivities - Copy and Paste Specific Setup: A client must be enrolled in an existing episode and have an allergy on file (Client A). Steps Open the 'Allergies and Hypersensitivities' form. Select desired client. Click [Update]. Click [New Row]. Select the 1st 'Allergen/Reactant' field and click [Copy Cell]. Select the 2nd 'Allergen/Reactant' field and click [Paste Cell]. Enter the desired value in the 'Date Recognized' field. Continue selecting fields and copy/paste with "CTRL + C" and "CTRL + V". Validate cells copy/paste as expected. Populate any desired fields. Click [Save] and [Submit]. Select desired client and access the 'Allergies and Hypersensitivities' form. Click [Display]. Validate the report displays the newly added allergy. Click [Close Report]. Close the form. Scenario 3: Server Record Maintenance Steps Open the 'Server record Maintenance' form. Click [Launch Server Record Grid]. Enter the 'Server IP', 'Server Port', 'Server Path', 'Server Name', 'Server URL' and 'Server Active status' information. Click [Save]. Click [Refresh]. Validate the Submitted Middleware Server Records text area contains correct information for the 'Server IP', 'Server Port', 'Server Path' and 'Server Name'. Select the 'ECP Server Record Maintenance' tab. Click [Launch ECP Server Record Grid]. Enter the 'Server IP', 'Server Port' and 'Server Name' in the grid window. Click [Save]. Click [Refresh]. Validate the ECP Server Record text area contains correct information for the 'Server IP', 'Server Port', 'Server Path' and 'Server Name'. Shadow Server Record Maintenance Click [Launch Shadow Server Record Grid]. Enter 'Server IP', 'Server Port' and 'Server Name' information in the grid window. Click [Save]. Click [Refresh]. Click [Submit]. Open the 'Server record Maintenance' form. Click [Launch Server Record Grid]. Select desired row. Click [Delete]. Click [Yes]. Click [Refresh]. Validate the Submitted Middleware Server Records text area does not contain the information deleted. Select the 'ECP Server Record Maintenance' tab. Click [Launch ECP Server Record Grid]. Select desired row. Click [Delete]. Click [Yes]. Click [Refresh]. Validate the ECP Server Record text area does not contain the information deleted. Select the 'Shadow Server Record Maintenance' tab. Click [Launch Shadow Server Record Grid]. Select desired row. Click [Delete]. Click [Yes]. Validate the Shadow Server Record text area does not contain the information deleted. Click [Discard]. Scenario 4: 835 Healthcare Claim Payment/Advise - Work Compile Specific Setup: Admission: A new client is admitted or an existing client is identified. Note the client id and name. Financial Eligibility: An existing guarantor is assigned to the client. Note the guarantor code. Client Charge Input: A service is rendered to the client. Note the service code and service date. The charges are closed. Electronic Billing: An 837 Professional bill is compiled to claim the service. Client Ledger: The claim displays correctly. Claim Adjustment Group/Reason Code Definition: The group / reason code is created. Note the group reason code. An 835 file is created for a claim created from the 837 professional bill. Make sure there is at least one adjustment. Note the file location path. Steps Open the '835 Health Care Claim Payment/Advice' form. Load and Compile the 835 file. Verify the file loads and compiles successfully. Select 'Work Compile' in the 'Options' field. Select the desired file that is recently compiled in above step. Click 'Launch Work Screen' button. Verify that the work screen will open successfully and the claim payment will be displayed in the grid. Right click on any row and click on the 'Insert Row' option. Verify the row is inserted. Populate data in all the columns. Save the grid. Verify the slide out is exited. Click [Process File]. Verify the file is processed and saved. Select and open the same file you just saved. Verify the slide out is launched with all rows in the correct order (old rows on top and new rows at the bottom - similar to myAvatar) Click [Process File] to save changes. Verify the '835 Worklist has been saved' message. Post the 835 file. Verify message "The 835 file has been edited. Are you sure you are ready to post the edited 835?". Click [Yes]. Verify the file will be posted successfully. Open the 'Client Ledger' for the client. Verify that the adjustments are posted on the ledger.	Topics • 835 Health Care Claim Payment/Advice • NX
AV-83758 Summary \| Details Avatar NX - Client Header Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergies and Hypersensitivities Client Lookup/Header Configuration Manager NX View Definition Progress Notes (Group and Individual) View Definition Scenario 1: 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. Scenario 2: Condensed Client Header validations Specific Setup: The logged in user must have access to the 'Client Lookup/Header Configuration Manager' form (User A). The 'Bed Board POV' widget is installed and enabled. Five "Client Alerts" are defined in the 'CarePOV Management' form with icons. 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 client is enrolled in an existing episode and has data filed for the five client alerts to display (Client A). "Client A" must have allergies on file. A program is defined (Program A). A client is admitted in "Program A" (Client B). Please note: This is for Avatar NX systems only. Steps Access the 'Client Lookup/Header Configuration Manager' form. Validate the "Condensed Header" and "Condensed Header Override" fields display. Navigate to the 'Condensed Header' tab. Validate "Bed Board Alerts" is selected in the 'Condensed Header Field Position 2' field. Select any value in the 'Condensed Header Field Position 1' field. Select "Yes" in the 'Default Views To Condensed Header' field. Select "Yes" in the 'Default Client Entity Forms to Condensed Header' field. Validate text displays stating: "Note: This setting will default all views configured to include client information header in view to utilize the condensed header. Individual views may still override this setting via the options 'Default Client Information header to condensed view' in View Definition > View Designer." Navigate to the 'Condensed Header Override' tab. Click [Add New Item]. Select "Program A" in the 'Program' field. Select any value in the 'Condensed Header Field Position 1' field. Select any value in the 'Condensed Header Field Position 2' field. Select "No" in the 'Default Client Entity Forms To Condensed Header' field. Click [Submit]. Log out. Log in as "User A". Navigate to the 'All Documents' view. Select "Client A" from the 'My Clients' list. Validate the client information header is condensed. Validate the value selected in the 'Condensed Header Field Position 1' field displays. Validate the 'Bed Board Alerts' display. Click [View] and validate a menu displaying all 'Active Alerts'. Close the menu. Click [Allergies] and validate a menu displaying allergies. Close the menu. Expand the client information header. Navigate to the 'myDay' view. Navigate to the 'All Documents' view. Validate the client information header is not condensed. Launch the 'Client Dashboard'. Validate the client information header is not condensed. Collapse the client header. Validate the client information header is condensed. Click [Close]. Navigate to the 'myDay' view. Access the 'Progress Notes (Group and Individual)' form. Validate the client information header is condensed. Clear the 'Select Client' field. Enter and select "Client B" in the 'Select Client' field. Validate the client information header is not condensed. Close the form. Access the 'View Definition' form. Click [Select View]. Select "Add New View" in the 'Select Views' field. Click [OK]. Enter any value in the 'View ID' field. Enter "View A" in the 'View Description' field. Select "Home View" in the 'View Type' field. Select any value in the 'Allow User To Customize View' field. Click [Launch View Designer]. Validate 'Default Client Information header to condensed view' is disabled. Click [Include Client Information header in view]. Validate 'Default Client Information header to condensed view' is now enabled. Select the desired widgets and arrange them as desired. Click [Submit], [Submit], and [No]. Access the 'NX View Definition' form. Select "User" in the 'User or Role' field. Enter and select "User A" in the 'Select User' field. Click [Additional myDay Views]. Select "View A" and click [OK]. Click [File]. Validate an 'Avatar NX View Definition' dialog stating: "Filed" and click [OK]. Close the form. Validate "View A" displays in the top navigation. Navigate to "View A". Validate the client information header is not condensed.	Topics • Allergies and Hypersensitivities • myAvatar NX Only • NX • RADplus Utilities • View Definition
AV-83770 Summary \| Details Avatar NX - 'Current Database Locks' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Current Database Locks Individual Progress Note Scenario 1: Current Database Locks - View and validate current database locks Specific Setup: A client must be enrolled in an existing episode (Client A). Steps Access the 'Current Database Locks' form. Validate no locks display. Access the 'Individual Progress Note' form. Enter and select "Client A" in the 'Select Client' field. Select any value in the 'Note Type' field. Select "Independent Note" in the 'Progress Note For' field. Enter any value in the 'Notes' field. Access the open 'Current Database Locks' form. Click [Update Display]. Validate a lock displays for the note. Access the open 'Individual Progress Note' form. Click [Discard]. Access the open 'Current Database Locks' form. Click [Update Display]. Validate the lock no longer display. Close the form. Scenario 2: Scheduling Calendar (Undocked) - Current Database Locks Specific Setup: A client must be enrolled in an existing episode and have an appointment scheduled (Client A). Steps Access the 'Current Database Locks' form. Validate no locks display. Access the 'Scheduling Calendar' form undocked. Validate the calendar displays the appointment for "Client A". Right click on the appointment and select "Check In". Validate the 'Check In' form displays as expected. Switch to the 'Current Database Locks' form. Click [Update Display]. Validate a lock displays for "Client A". Switch to the 'Check In' form. Click [Discard]. Switch to the 'Current Database Locks' form. Click [Update Display]. Validate the lock no longer displays. Switch to the undocked 'Scheduling Calendar' form. Validate the calendar displays the appointment for "Client A". Right click on the appointment and select "Check In". Validate the 'Check In' form displays as expected. Switch to the 'Current Database Locks' form. Click [Update Display]. Validate a lock displays for "Client A". Switch to the 'Check In' form. Close the browser tab. Switch to the 'Current Database Locks' form. Click [Update Display]. Validate the lock no longer displays. Close the forms. Scenario 3: Scheduling Calendar - Current Database Locks Specific Setup: A client must be enrolled in an existing episode and have an appointment scheduled (Client A). Steps Access the 'Current Database Locks' form undocked. Validate no locks display. Access the 'Scheduling Calendar' form. Validate the calendar displays the appointment for "Client A". Right click on the appointment and select "Check In". Validate the 'Check In' form displays as expected. Switch to the undocked 'Current Database Locks' form. Click [Update Display]. Validate a lock displays for "Client A". Switch to the 'Check In' form. Click [Discard]. Switch to the undocked 'Current Database Locks' form. Click [Update Display]. Validate the lock no longer displays. Switch to the 'Scheduling Calendar' form. Validate the calendar displays the appointment for "Client A". Right click on the appointment and select "Check In". Validate the 'Check In' form displays as expected. Switch to the undocked 'Current Database Locks' form. Click [Update Display]. Validate a lock displays for "Client A". Switch to the 'Check In' form. Close the browser tab. Switch to the undocked 'Current Database Locks' form. Click [Update Display]. Validate the lock no longer displays. Close the browser tab and the 'Scheduling Calendar'.	Topics • NX • Progress Notes • RADplus Utilities • Scheduling Calendar
AV-84306 Summary \| Details Avatar NX - Widgets Scenario 1: Vitals Entry - validate vitals in the 'Recent Vitals' widget Specific Setup: The 'Recent Vitals' widget must be assigned to the user's view. A client must be enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Vitals Entry' form. Select "Add" in the 'Add/Edit/Delete Vital Sign' field. Enter the desired date in the 'Date' field. Enter the desired time in the 'Time' field. Select "No" from the 'Refused Vitals' field. Populate all remaining vital sign fields. Click [Submit] and [No]. Navigate to the 'Recent Vitals' widget. Validate the vitals display as expected. Scenario 2: Widgets added to the form - Undocking all the widgets from the form Specific Setup: The 'Problems', 'Progress Notes', 'Recent Vitals', 'Client Episodes' and 'Client Diagnosis' widgets must be added to the 'Individual Progress Note' form in 'Form Designer'. A client must be enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Individual Progress Note' form. Validate the 'Individual Progress Note' form displays as expected. Validate that all the widgets on the form have the undock icon. Validate the widgets displays a scroll bar to view the data, as expected. Undock the first widget from the top of the form. Validate the widget undocks and loads successfully. Undock the all the widgets on the form. Validate all the widgets unlock and load successfully. Discard the form. Validate all undocked widgets close successfully. Scenario 3: User defined widget - validate display Specific Setup: A client must be enrolled in an existing episode and have past and current appointments scheduled. (Client A) A user defined widget (Widget A) with the following must be configured in 'Widget Definition': A Multiple Row SQL Client widget "Allow Undock" must be selected in the 'Widget Attributes' "Widget A" must be assigned to the user's myDay view. Steps Access the 'Scheduling Calendar' form. Right click on a future open timeslot and select "Add Appointment". Validate the 'Appointment Details' form launches. Select "Client A" in the 'Client' field. Select any value in the 'Episode Number' field. Select any value in the 'Service Code' field. Click [Submit]. Validate the 'Appointment Grid' contains the appointment for "Client A". Click [Dismiss]. Select "Client A" and navigate to "Widget A". Validate the newly scheduled appointment displays. Validate the presence of horizontal scrollbar. Validate the ability to scroll to view all the data. Undock the widget. Validate the data displays as expected. Resize the widget to make it much smaller. Validate the presence of horizontal scrollbar. Validate the ability to scroll to view all the data. Close the widget.	Topics • NX • Progress Notes • Scheduling Calendar • Vitals Entry • Widgets
AV-84438 Summary \| Details Scheduling Calendar - Check In Notifications Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Registry Settings (PM) Scenario 1: Scheduling Calendar - Notify Practitioner of Arrival Specific Setup: A client is enrolled in an existing episode (Client A). The logged in user has an associated practitioner (Practitioner A). "Client A" has an appointment scheduled for the current date with "Practitioner A". The computer volume must be on. Steps Access the 'Scheduling Calendar' form. Validate the 'Appointment Grid' contains the appointment for "Client A". Right click on the appointment for "Client A". Click [Check In]. Validate the 'Scheduling Calendar - Check In' window is displayed Select "Yes" in the 'Notify Practitioner Of Arrival' field. Click [Current Time] in the 'Time Of Arrival' field. Click [Submit]. Validate the 'Appointment Grid' contains the checked in appointment for "Client A". Click [Dismiss]. Validate a message is displayed stating: "USER, your ##:## AM/PM appointment has arrived." Observe a sound notification along with the above message notifying the practitioner of "Client A's" arrival. Click [OK].	Topics • NX • Scheduling Calendar
AV-84481 Summary \| Details Avatar NX - Quick Actions Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Quick Actions Page Scenario 1: Quick Actions - Independent Note Specific Setup: 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). The 'Independent Note' Quick Action must be assigned to the user's 'Client Dashboard' in the 'NX View Definition' form. A client must be enrolled in an existing episode (Client A). Steps Select "Client A" and launch the 'Client Dashboard'. Navigate to the 'Quick Actions' widget. Click [Independent Note - Add]. Select any value in the 'Episode' field. Validate the episode displays as expected. Select any value in the 'Note Type' field. Enter any value in the 'Independent Note' field. Click [Save]. Validate the 'Independent Note' Quick Action displays: "Last note filed: current date and time". Close the 'Client Dashboard'. Navigate to the 'All Documents' view. Refresh the 'All Documents' widget. Select the 'All Forms' tab. Validate the 'Progress Notes (Group and Individual)' record displays. Select the record and validate the values entered in the previous steps display.	Topics • All Documents Widget • NX • Progress Notes • Quick Actions
AV-84627 Summary \| Details Avatar NX - 'Client Information' Header Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Client Information Header HomeView.Client Information widget Scenario 1: Validate 'Client Information' Header Specific Setup: 'Client Information' widget must be added to the HomeView. A client must have the following information on file: Vitals information including Ht, Wt; Problem designated as primary on Problem List form; primary Diagnosis; Admitting and Attending Practitioner's; Client Alerts; Allergies from Allergies and Hypersensitivities (Client A). Please note: the information in the 'Client Information' header is based on the configuration defined in the 'Client Header Configuration' form. Steps Select "Client A" and access the 'Admission' form. Validate the information in the 'Client Information' header is accurate based on data entered on the following forms: Admission, Vitals Entry, Problem List, Diagnosis, Client Alerts, Allergies and Hypersensitivities. Navigate to the 'Client Information' widget. Validate the information in the widget is accurate based on data entered on the following forms: Admission, Vitals Entry, Problem List, Diagnosis, Client Alerts, Allergies and Hypersensitivities. Search for "Client A" in the 'What can I help you find' field. Click [Client Info] in the 'Explore Search Results'. Validate the information in the 'Client Information' header is accurate based on data entered on the following forms: Admission, Vitals Entry, Problem List, Diagnosis, Client Alerts, Allergies and Hypersensitivities.	Topics • Client Information • NX
AV-84832 Summary \| Details Avatar NX - Treatment Plan Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan - validate the "Assigned Services" grid Specific Setup: A client must be admitted to an active episode (Client A). 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). Document routing must be enabled for the 'Treatment Plan' form. The 'Assign Services' section in the 'Program Maintenance' form has 'Enable Service Entry Restriction for Program' set to 'Yes' for one or more programs. The following registry setting must be enabled: 'Enable Service Entry Restriction by Client Treatment Plan' 'Activate Program/Service Code Filter' Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Set the 'Plan Date' field to the current date. Select any value from the 'Plan Type' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Click [Add New Problem]. Select any value in the 'Problem Code' field. Select 'Active' from the 'Status (Problem List)' field. Enter any value in the 'Problem' field. Select any value from the 'Status' field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Enter any value in the 'Intervention' 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 any value in the 'Agency and Staff Responsible' field. Click [Return To Plan]. Click [Launch Plan] to display the existing plan. Click on the 'Intervention' entered in the previous steps. Validate the 'Assigned Services' field is populated with the values from the previous steps. Click [Add New Intervention]. Populate the 'Intervention' and 'Status' fields. Click [Copy Service]. Validate an 'Add Services From Other Interventions' dialog displays. Select the intervention and click [Copy]. Validate the 'Assigned Services' field displays the values from the previous intervention. Select the field and click [Delete Service]. Validate the values no longer display. 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. Validate the 'Assigned Services' grid columns display the expected values. Click [Return To Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate a 'Confirm Document' dialog and validate the data displays as expected. Click [Sign]. Enter the password and click [Verify]. Navigate to the 'All Documents' view. Select 'All Forms'. Select "Treatment Plan" in the 'Form Description' field. Validate the plan from the previous steps displays and select it. Validate the plan displays as expected in the 'Console Widget Viewer'.	Topics • NX • Treatment Plan
AV-84899 Summary \| Details Avatar NX - Forms with checklists Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Ledger By Guarantor Report Scenario 1: Client Ledger By Guarantor Report Steps Access the 'Client Ledger By Guarantor Report' form. Populate all required and desired values. Validate the 'Financial Class' values for selection display as expected. Validate the 'Guarantor(s)' values for selection display as expected. Click [Process]. Validate the 'Client Ledger By Guarantor Report' displays the expected data. Close the form.	Topics • Client Ledger By Guarantor Report • NX
AV-84946 Summary \| Details Order Entry Console - Direction - Route Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Code Setup Order Entry Console Home Medications Orders This Episode Scenario 1: Discharge Med Reconciliation - Carry Forward End Date Specific Setup: The 'Default to Client Reported' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user. Please log out of the application and log back in after completing the above configuration A frequency code must exist that has ‘Hours of Administration’ between “9:00 AM” and “9:00 PM” in the ‘Frequency Code Setup’ form. (TWICE A DAY) An order code must exist with a default duration of "27" days. (PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL) A client must have an active inpatient episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A” and access the Order Entry Console. Search for and select "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the ‘New Order’ field. Set the ‘Dose’ field to “1”. Select "CAPSULE" in the ‘Dose Unit’ field. Select "TWICE A DAY" in the ‘Freq’ field. Validate the ‘Duration’ field contains "27". Set the ‘Duration’ field to "12". Click [Days] and [Add to Scratchpad]. Search for and select "ALEVE 220 MG TABLET ORAL" from the ‘New Order’ field. Set the ‘Dose’ field to “1”. Select "TABLET" in the ‘Dose Unit’ field. Select "TWICE A DAY" in the ‘Freq’ field. Validate the ‘First Dose Date’ field contains the current date. Validate the 'First Dose Time' field contains "09:00 PM". Set the ‘Duration’ field to "30" and click [Doses]. Validate the ‘Stop Date’ field contains a date that is 15 days in the future of the ‘Start Date’. Validate the ‘Stop Time’ field contains "09:00 AM". Click [Add to Scratchpad]. Search for and select "PROZAC 10 MG CAPSULE ORAL" in the ‘New Order’ field. Set the ‘Dose’ field to “1”. Select "Capsule" in the ‘Dose Unit’ field. Select "TWICE A DAY" in the ‘Freq’ field. Validate the ‘First Dose Date’ field contains the current date. Validate the ‘First Dose Time' contains "09:00 PM". Set the ‘Duration’ field to “10” and click [Doses]. Validate the ‘Stop Date’ field contains a date that is 5 days in the future of the ‘Start Date’. Validate the ‘Stop Time’ field contains "09:00 AM". 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 “Aleve”, “Prozac” and "Prilosec". Click the ‘Home Medications’ tab. Validate the ‘Client Reported’ checkbox is checked. Search for and select "Xanax 0.5 MG Tablet Oral (Schedule IV)" in the ‘New Order’ field. Set the ‘Dose’ field to "1". Validate the ‘Dose Unit’ field contains "Tablet". Select "TWICE A DAY" in the ‘Frequency’ field. Validate the ‘Start Date’ field contains the current date. Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day". Select "Nasal" from the 'Route' field. Validate the 'Directions' field contains "Spray one (1) tablet in nostril(s) twice a day". Select "Injection" from the 'Route' field. Validate the 'Directions' field contains "Inject one (1) tablet injection twice a day". Select "Oral" from the 'Route' field. Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day". Click [Save]. Validate the 'Order grid' contains a 'Client Reported' order for "Xanax". Click the ‘Discharge Med Reconciliation’ tab. Validate the 'Inpatient Medications' order grid contains orders for “Aleve”, “Prozac” and "Prilosec". Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Xanax". Select all orders in ‘Inpatient Medications’ order grid and click [Add to Scratchpad As RX]. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Aleve 220 MG Tablet Oral" with a 'Start Date' that is equal to the current date, a 'Stop Date' that is 15 days in the future of the 'Start Date', an order for "Prozac 10 MG Capsule Oral" with a 'Stop Date' that is 5 days in the future of the 'Start Date' and an order for "Prilosec". Select the order for "Aleve" in the 'Home Medications Scratchpad (Post-Discharge)'. Set the 'Days Supply' field to "15" and press Tab. Validate the 'Dispense Qty' field contains "30" Validate the ‘Dispense Qty Unit’ field contains "Tablet". Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day". Select "Nasal" from the 'Route' field. Validate the 'Directions' field contains "Spray one (1) tablet in nostril(s) twice a day". Select "Injection" from the 'Route' field. Validate the 'Directions' field contains "Inject one (1) tablet injection twice a day". Select "Oral" from the 'Route' field. Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day". Click [Update Order]. Validate the "Aleve 220 MG Tablet Oral" order contains a 'Stop Date' that is 15 days in the future of the 'Start Date' in the 'Home Medications Scratchpad (Post-Discharge)'. Select the "Prilosec" order ‘Home Medications Scratchpad (Post-Discharge)’. Set the 'Days Supply' field to "6" and press Tab. Validate the 'Dispense Qty' field contains "12" Click the [Update Order]. Select the “Prozac” order in the ‘Home Medications Scratchpad (Post-Discharge)’ and click [Undo]. Select the "Prozac" order in the 'Inpatient Medications' order grid and click [Do Not Add]. Select the “Xanax” order in the ‘Home Medications Scratchpad (Post-Discharge)’ and click [Continue]. Click [Review and Sign]. Validate the ‘Interactions’ dialog is displayed. Override the interactions and click [Save Override and Exit]. Validate the ‘Final Review’ dialog is displayed and click [Sign]. Validate the ‘Discharge Med Reconciliation’ tab is in view-only mode. Scenario 2: 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. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "Every 4 Hour" from the 'Freq' field. Select "Oral" from the 'Route' field. Set the "Duration" field to "2" and click [Days]. Select "Tablet" from the 'Dispense Qty Unit' field. Validate the 'Directions' field contains "Take one (1) tablet by mouth every 4 hours". Select "Nasal" from the 'Route' field. Validate the 'Directions' field contains "Spray one (1) tablet in nostril(s) every 4 hours". Select "DENTAL" from the 'Route' field. Validate the 'Directions' field contains "Apply one (1) tablet to gums in mouth every 4 hours". Select "Oral" from the 'Route' field. Validate the 'Directions' field contains "Take one (1) tablet by mouth every 4 hours". Click [Update Order] and click [Reconcile & Review]. Validate the 'Admission Med Reconciliation' tab displays in view-only mode. Scenario 3: OE NX - Orders This Episode after viewing Discharge Med Reconciliation for a different client Specific Setup: The 'Default to Client Reported' checkbox is checked for the logged in user in the 'Order Entry User Definition' form. Please log out of the application and log back in after completing the above configuration. A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. A client must have an active episode. (Client B) “Client B” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy order. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "3 TIMES A DAY" from the 'Freq' field. Select "Oral" from the 'Route' field. Set the "Duration" field to "11" and click [Days]. Validate the 'Days Supply' field contains "11". Validate the 'Dispense Qty' field contains "33". Select "Tablet" from the 'Dispense Qty Unit' field. Validate the 'Directions' field contains "Take one (1) tablet by mouth three times a day". Select "Injection" from the 'Route' field. Validate the 'Directions' field contains "Inject one (1) tablet injection twice a day". Select "DENTAL" from the 'Route' field. Validate the 'Directions' field contains "Apply one (1) tablet to gums in mouth three times a day". Select "Oral" from the 'Route' field. Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day". Click [Add to Scratchpad]. Create at least 2 more pharmacy-type orders in 'Orders This Episode'. Select "Client B" and access the 'Home Medications' tab Validate the 'Client Reported' checkbox is checked. Create at least 3 prescriptions. Select "Client A" and access the Order Entry Console. Click the 'Discharge Reconciliation' tab. Select "Client B" and validate the 'Orders This Episode' tab is displayed and that no orders are displayed in the 'Scratchpad'.	Topics • NX • Order Entry Console
AV-84953 Summary \| Details OE NX - Admission Reconciliation - 'No Known Medications' Checkbox Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Scenario 1: OE NX - 'No Known Medications' = Checked - 'Prevent Admission Med Reconciliation if Med History Not Completed on Home Meds' = "Y" Specific Setup: Avatar OE 2022 Update 47 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality. The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. A client must have an active 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. "Client A" must not have any active orders in the Order Entry Console (Orders This Episode or Home Medications sections). Steps Select "Client A" and access the Order Entry Console. Select the 'Admission Reconciliation' tab. Validate text stating "Home Medications / medication history must be marked as reviewed before Admission Med Reconciliation can be started." is present above the 'Home Medications (Pre-Admission)' order grid and that the 'Admission Reconciliation' tab is in view-only mode. Select the 'Home Medications' tab. Validate that the 'Medication history reviewed and completed for Episode #' checkbox is disabled and unchecked. Validate that there are no active orders and check off the 'No Known Medications' checkbox. Select the 'Admission Reconciliation' tab. Validate that the 'No Known Medications' checkbox is checked and aligned to the left of the text stating "Home Medications / medication history must be marked as reviewed before Admission Med Reconciliation can be started.". Select the 'Home Medications' tab. Check the 'Medication history reviewed and completed for Episode #' checkbox. Toggle between the 'Orders this Episode' tab and then back to the 'Home Medications' tab. Validate that the 'Medication history reviewed and completed for Episode #' checkbox is still checked. Select the 'Admission Reconciliation' tab. Validate that the 'Admission Reconciliation' tab is no longer in a view-only mode and is able to be reconciled. Validate the 'No Known Medications' checkbox is checked and aligned to the left of the 'Admission Reconciliation' tab. Scenario 2: OE NX - 'No Known Medications' = Unchecked - 'Prevent Admission Med Reconciliation if Med History Not Completed on Home Meds' = "Y" Specific Setup: Avatar OE 2022 Update 47 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality. The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. A client must have an active 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. "Client A" must not have any active orders in the Order Entry Console (Orders This Episode or Home Medications sections). Steps Select "Client A" and access the Order Entry Console. Select the 'Admission Reconciliation' tab. Validate text stating "Home Medications / medication history must be marked as reviewed before Admission Med Reconciliation can be started." is present above the 'Home Medications (Pre-Admission)' order grid and that the 'Admission Reconciliation' tab is in view-only mode. Select the 'Home Medications' tab. Validate the 'Medication history reviewed and completed for Episode #' checkbox is disabled and unchecked. Create a prescription for any medication. Validate the 'Medication history reviewed and completed for Episode #' checkbox is now enabled and check it off. Select the 'Admission Reconciliation' tab. Validate that the 'Admission Reconciliation' tab is no longer in a view-only mode. Select the order in the 'Home Medications (Pre-Admission)' order grid and click [Hold]. Validate that [Hold in Pending Status] and [Reconcile & Sign] are enabled. Click [Reconcile & Sign].	Topics • Admission Reconciliation • NX
AV-85350 Summary \| Details Avatar NX - 'My Calendar' widget Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Scheduling Calendar NX View Definition User Definition Scenario 1: 'My Calendar' widget - workflow Specific Setup: 'My Calendar' widget is on the HomeView. A client must be defined with at least one active episode and have documents filed (Client A). 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). The logged in user must have multiple appointments scheduled on any given day in the current month (Day A). Please note: this scenario is for Avatar NX systems. Steps Access the 'Scheduling Calendar' form. Right click in any available time slot. Click [Add Appointment]. Enter the desired value in the 'Service Code' field. Select "Client A" in the 'Client' field. Select the desired episode in the 'Episode' field. Select the desired value in the 'Program' field. Click [Submit]. Validate the 'Appointment Grid' contains the new appointment for "Client A". Click [Dismiss]. Navigate to the 'My Calendar' widget. Refresh the 'My Calendar' widget. Validate the appointment for "Client A" is displayed. Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A". Click [Check In] and [Submit]. Validate the 'Appointment Grid' contains the checked in appointment for "Client A". Click [Dismiss]. Navigate to the 'My Calendar' widget. Refresh the 'My Calendar' widget. Validate the checked in appointment for "Client A" is displayed. Select the desired value in the 'Time-Slot Duration' field. Validate the 'My Calendar' widget displays the checked in appointment for "Client A" using the updated time-slot duration. Repeat as needed for additional time-slot durations. Click [Month] and validate the 'Month' view displays as expected and contains the checked in appointment for "Client A". Validate "Day A" displays as expected. Click [Week] and validate the 'Week' view displays as expected and contains the checked in appointment for "Client A". Click [List] and validate the 'List' view displays as expected and contains the checked in appointment for "Client A". Navigate to the 'All Documents' view. Select "Client A" and any document. Validate the document displays as expected in the 'Console Widget Viewer'. Navigate to the 'My Calendar' widget. Validate the 'List' view displays as expected and contains the checked in appointment for "Client A". Click [Day] and validate the 'Day' view displays as expected and contains the checked in appointment for "Client A". Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A". Click [Check Out] and [Submit]. Validate the 'Appointment Grid' contains the checked out appointment for "Client A". Click [Dismiss]. Navigate to the 'My Calendar' widget. Refresh the 'My Calendar' widget. Validate the checked out appointment for "Client A" is displayed. Select the desired value in the 'Time-Slot Duration' field. Validate the 'My Calendar' widget displays the checked out appointment for "Client A" using the updated time-slot duration. Repeat as needed for additional time-slot durations. Click [Month] and validate the 'Month' view displays as expected and contains the checked out appointment for "Client A". Validate "Day A" displays as expected. Click [Week] and validate the 'Week' view displays as expected and contains the checked out appointment for "Client A". Click [List] and validate the 'List' view displays as expected and contains the checked out appointment for "Client A". Click [Day] and validate the 'Day' view displays as expected and contains the checked out appointment for "Client A". Scenario 2: 'My Calendar' widget - Validate new user settings Steps Access the 'User Definition' form. Create a new user [UserA]. Ensure [UserA] will have the 'My Calendar' widget on their myDay view. Log out and log in as [UserA]. Navigate to the 'My Calendar' widget. Validate the 'Month' view is displayed. Click [Week]. Validate the 'Week' view is now displayed. Log out. Log back in as [UserA]. Navigate to the 'My Calendar' widget. Validate the 'Week' view is displayed. Click [List]. Validate the 'List' view is now displayed. Log out. Log back in as [UserA]. Navigate to the 'My Calendar' widget. Validate the 'List' view is displayed. Click [Day]. Validate the 'Day' view is now displayed. Log out. Log back in as [UserA]. Navigate to the 'My Calendar' widget. Validate the 'Day' view is displayed.	Topics • All Documents Widget • My Calendar • NX • Scheduling Calendar • User Definition • Widgets
AV-85610 Summary \| Details OE NX - Order Groups 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 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)'. An interval frequency code must exist. (Frequency Code B) 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" and has the 'Yes' checkbox is checked in the 'Default To Selected When Selecting Orders From Order Group' field. 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. 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 'Freq' field to "Frequency Code B" and validate that the 'Start Date/Time' field changes to 'First Dose Date/Time'. Set the 'Freq' field back to "TWICE A DAY" and validate that the 'First Dose Date/Time' field changes back to 'Start Date/Time'. 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: OE NX - Order Group - One Time Only - Non-Daily with Scheduled Hour of Administration Specific Setup: A frequency code must exist that has the following configuration:(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' is set to "Monday", "Wednesday", and "Friday". '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 "Frequency Code A". (Order Group A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as an allergy to "Ritalin" 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". Validate the 'Order Group' dialog is displayed. Select "Order Code A" and enter a 'Dose' of "1" and a 'Dose Unit' of "Tablet". Set the 'Duration' field to "5" and click [Days]. Validate the 'Frequency' field contains "Frequency Code A". Validate the 'First Dose Date/Time' field is equal to the next available dose. Click [Add to Scratchpad]. Validate the 'Scratchpad' contains an order for "Order Code A". Select the order. Validate the 'Freq' field contains "Frequency Code A". Validate the 'First Dose Date' field contains the date of the next available administration. Validate the 'First Dose Time' field contains "08:00 AM". Validate the 'Start Date' and 'Start Time' fields match the 'First Dose Date' and 'First Dose Time' fields. Click [Cancel Update] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A".	Topics • NX • Order Entry Console
AV-85611 Summary \| Details OE NX - Orders This Episode - My Favorites Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Frequency Code Setup Orders This Episode Avatar eMAR Order Group Setup Order Entry Console - My Favorites Order Code Setup Scenario 1: My Favorites - Advanced Directive Specific Setup: The '(509) Require A Frequency Code on Orders' extended attribute off of 'Order Entry Tabled Files''(500) Order Types' must be set to "Yes" for "Advance Directive". Please log out of the application and log back in after completing the above configuration. An Advanced Directive order code must exist. (Do Not Resuscitate (DNR)) 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'. Click [My Favorites]. Validate that the 'My Favorites' dialog is displayed. Set the 'Order Search' field to "Do Not Resuscitate (DNR)" and click [Add to Favorites]. Validate that a row exists for 'Do Not Resuscitate'. Check the 'Select' checkbox for this order code and click [Add to Scratchpad]. Validate that the 'Scratchpad' contains the order for "Do Not Resuscitate" and click [Sign]. Validate that the 'Order grid' contains an order for "Do Not Resuscitate". Scenario 2: OE NX - Order Entry where Frequency Code has required Additional Instructions Specific Setup: 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. A Frequency code (Frequency Code A) must exist where 'Require Special/Additional Instructions' is set to "Yes". Steps Select “Client A” and access the Order Entry Console Search for and select "LISINOPRIL 40 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "2.5". Select "MG" from the 'Dose Unit' field. Select "Every Day" from the 'Freq' field. Set the 'Duration' field to "20" and click [Days]. Validate the 'Addl Instructions' filed is required. Click [Add to Scratchpad]. Validate the 'Scratchpad' contains an order for "LISINOPRIL 40 MG TABLET ORAL" with a red flag in the 'Action' column. Select the order for "Order A" from the 'Scratchpad' to bring it back to 'Order Details'. Set the 'Addl Instructions' field to "Test". Click [Add to Scratchpad]. Validate the 'Scratchpad' contains an order for "LISINOPRIL 40 MG TABLET ORAL" with no red flag in the 'Action' column. Click [Sign]. Validate the 'Order grid' contains two orders for "LISINOPRIL 40 MG TABLET ORAL" with "Test" in the 'Additional Instructions' cell. 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] and [Sign]. Validate the 'Interaction' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the order displays in the 'Order grid'. Scenario 4: OE NX - One Time Only - Default to give Initial Dose Now - Order Group - Copy/Modify 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 "Frequency Code A" A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps 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 "Frequency Code A" 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'. Select "Order Code A" from the 'Order grid' and click [Copy]. Validate that 'Give Initial Dose Now' [Yes] is pressed, click [Add to Scratchpad] and [Sign]. Validate there are two orders for "Order Code A" in the 'Order grid'. Select the one of the orders for 'Order Code A' from the 'Order grid' and click [Modify]. Validate that 'Give Initial Dose Now' [Yes] is pressed. Scenario 5: 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 6: OE NX - "Hours of Administration are required for Routine orders." - Order Group - One Time Only with Give Initial Dose Now = "Yes" 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”. Please log out of the application and log back in after completing the above configuration. A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A) 'Routine or PRN(As Needed) = "Routine" 'One Time Only' = "Yes" 'Times/24 Hours' = "1" 'Interval Frequency' = "No" 'Daily Administration' = "Daily" 'Default to Give Initial Dose Now' = "Yes" A pharmacy type order code must exist. (Order Code A) An order group must be created with "Order Code A" that has a default frequency of "Frequency Code A". (Order Group A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps 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". Validate the 'First Dose Date/Time' field is equal to "Today" and "the current time rounded to the nearest half hour/hour". Fill in any missing fields and click [Add to Scratchpad]. Select the order in the scratchpad. Validate the 'First Dose Date' field is equal to "Today". Validate the 'First Dose Time' field is equal to the current time rounded to the nearest half hour/hour. Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled. Validate the 'Start Time' field is equal to the 'First Dose Time' field and is disabled. Click [Cancel Update] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A" Access the 'eMAR' tab. Validate the order for "Order Code A" is shown and that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date. Scenario 7: OE NX - "Hours of Administration are required for Routine orders." - My Favorites - One Time Only with Give Initial Dose Now = "Yes" 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”. Please log out of the application and log back in after completing the above configuration. A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A) 'Routine or PRN(As Needed) = "Routine" 'One Time Only' = "Yes" 'Times/24 Hours' = "1" 'Interval Frequency' = "No" 'Daily Administration' = "Daily" 'Default to Give Initial Dose Now' = "Yes" A pharmacy type order code must exist. (Order Code A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A". Set the 'Frequency' field to "Frequency Code A". Validate 'Custom' is not displayed. Populate all missing and required fields. Click the 'Add to Favorites' star button then [Refresh]. Click 'My Favorites', select the order and click [Add to Scratchpad]. Select the order in the 'Scratchpad' and validate that 'Custom' is not displayed next to 'Frequency'. Validate the 'First Dose Date' field is equal to the current date. Validate the 'First Dose Time' field is equal to the current time rounded to the nearest half hour/hour. Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled. Validate that the 'Start Time' field is equal to the 'First Dose Time' field and is disabled. Click [Cancel Update] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A" Access the 'eMAR' widget. Validate the Order for "Order Code A" is shown and that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date. Scenario 8: OE NX - "Hours of Administration are required for Routine orders." - Taper/Titration - One Time Only with Give Initial Dose Now = "Yes" 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”. Please log out of the application and log back in after completing the above configuration. A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A) 'Routine or PRN(As Needed) = "Routine" 'One Time Only' = "Yes" 'Times/24 Hours' = "1" 'Interval Frequency' = "No" 'Daily Administration' = "Daily" 'Default to Give Initial Dose Now' = "Yes" A routine frequency code with set hours of administration at "09:00 AM" and "09:00 PM" must be configured in the 'Frequency Code Setup' form. (Frequency Code B) A pharmacy type order code must exist. (Order Code A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select “Client A” and access the Order Entry Console. Create a Taper/Titrate order with 2 steps for "Order Code A". Set the 1st 'Freq' field to "Frequency Code A" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields. Set the 2nd 'Freq' field to "Frequency Code B" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields. Click [Add to Scratchpad] and validate that two orders for "Order Code A" are in the scratchpad. Select the first order in the scratchpad. Validate the 'First Dose Date' field is equal to "Today". Validate the 'First Dose Time' field is equal to "the current time rounded to the nearest half hour/hour". Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled. Validate that the 'Start Time' field is equal to the 'First Dose Time' field and is disabled. Click [Cancel Update] and [Sign]. Validate two orders for "Order Code A" are in the 'Order grid'; one with 'Addl Instructions' set to "Step 1 of 2 steps" and the other with 'Addl Instructions' set to "Step 2 of 2 steps". Navigate to the 'eMAR' tab. Validate an order for "Order Code A" is shown with one scheduled administration time set to the nearest half hour of the current time. Set the 'Administration Date' field to "T+1" and click [Refresh]. Validate an order for "Order Code A" is shown with 2 scheduled administration times; "0900" and "2100". Scenario 9: OE NX - My Favorites - Lab Order - Default Frequency Requires Addl Instructions Specific Setup: A Frequency code must exist where 'Require Special/Additional Instructions' is set to "Yes". (Frequency Code A) A lab type order code must be set up with a default frequency of "Frequency Code A". (Lab Code 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. Steps Select "Client A" and access the Order Entry Console. Search for and select "Lab Code A". Validate the 'Freq' field is set to "Frequency Code A". Validate the 'Addl Instructions' field is required. Populate all missing and required fields, except for the 'Addl Instructions' field. Click the 'Add to Favorites' star button then [Refresh]. Click 'My Favorites', select the order and click [Add to Scratchpad]. Validate the order in the 'Scratchpad' contains a red flag. Select the order and validate the 'Addl Instructions' field is required. Populate the 'Addl Instructions' field and click [Update Order] and [Sign]. Validate the 'Order grid' contains an order for "Lab Code A". Validate the populated text from the 'Addl Instructions' field shows in the 'Addl Instructions' column of the 'Order grid. Scenario 10: OE NX - Dietary-Oral Order - default frequency requiring 'Addl Instructions' field - 'Frequency' field hidden Specific Setup: The ‘(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)’ extended attribute must have "Frequency” checked in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Dietary-Oral”. Please log out of the application and log back in after completing the above configuration. A Frequency code must exist where 'Require Special/Additional Instructions' is set to "Yes". (Frequency Code A) A dietary type order code must be set up with a default frequency of "Frequency Code A". (Order Code 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. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A". Validate the 'Frequency' field is not shown. Validate the 'Addl Instructions' field is not required. Populate all missing and required fields. Click the 'Add to Favorites' star button then [Refresh]. Click 'My Favorites', select the order and click [Add to Scratchpad]. Validate a missing required field flag is not present on the order. Select the order in the 'Scratchpad' and validate that the 'Addl Instructions' field is not required. Click [Cancel Update] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A"	Topics • Frequency Codes • NX • Order Entry Console
AV-85612 Summary \| Details OE NX - Skip 1st Dose disable for one time only orders when selected from an Order Group 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) Order Group Setup 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 'Skip First Dose' [Yes] is disabled. 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 'Skip First Dose' [Yes] is disabled. 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 - Copy/Modify 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 "Frequency Code A" A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps 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 "Frequency Code A" 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'. Select "Order Code A" from the 'Order grid' and click [Copy]. Validate that 'Give Initial Dose Now' [Yes] is pressed, click [Add to Scratchpad] and [Sign]. Validate there are two orders for "Order Code A" in the 'Order grid'. Select the one of the orders for 'Order Code A' from the 'Order grid' and click [Modify]. Validate that 'Give Initial Dose Now' [Yes] is pressed. Scenario 4: OE NX - Unscheduled One Time Only Frequency Code - Manual Give Initial Dose Now 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 "Daily" 'Times/24 Hours' is set to "1" 'Default Give Initial Dose Now' set to no 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 "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 5: 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 code. 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 [Sign] Validate the order displays in the 'Order grid'. Scenario 6: 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 '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 7: 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)'. An interval frequency code must exist. (Frequency Code B) 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" and has the 'Yes' checkbox is checked in the 'Default To Selected When Selecting Orders From Order Group' field. 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. 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 'Freq' field to "Frequency Code B" and validate that the 'Start Date/Time' field changes to 'First Dose Date/Time'. Set the 'Freq' field back to "TWICE A DAY" and validate that the 'First Dose Date/Time' field changes back to 'Start Date/Time'. 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 Code Setup • Order Entry Console
AV-85613 Summary \| Details OE NX - First Dose Date/Time 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: OE NX - Orders This Episode - Schedule II - New, Copy, Modify, Hold, Resume, and Discontinue Specific Setup: A schedule II pharmacy-type order code must exist. (Order Code A) A frequency code must be configured as a routine frequency with 2 scheduled hours of administration, one at 09:00 AM and one at 09:00 PM, through the "Frequency Code Setup' form. (Frequency Code A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as an allergy to "Order Code A" 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 Code A" in the 'New Order' field. Validate a warning indicator is displayed with "At least one warning has been found with this order" link under the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Set the 'Duration' field to "10" and click [Days]. Set the 'Start Time' field to "08:30 AM". Select "Frequency Code A" from the 'Freq' field. Validate the 'First Dose Date' field is set to "Today's Date". Validate the 'First Dose Time' field is set to "09:00 AM". Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed with an allergy interaction for "Ritalin". Override the interaction and click [Save Override and Exit]. Validate the 'Order grid' contains an order for "Order Code A". Select "Order Code A" and click [Copy]. Validate a message is displayed stating "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [Yes]. Click [Add to Scratchpad] and [Sign]. Validate that the 'Interactions' dialog is displayed with an allergy interaction for "Order Code A" and a 'Duplicate Order' interaction. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains two orders for "Order Code A". Select the first order and click [Modify]. Set the Dose to "2". Validate that "Tablet" is displayed in the 'Dose Unit' field Click [Add to Scratchpad] and [Sign]. Validate that the 'Interactions' dialog is displayed with an allergy interaction for "Order Code A" and a 'Duplicate Order' interaction. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains an order for "Order Code A 2 Tablet, TWICE A DAY" and an order for "Order Code A 1 Tablet, TWICE A DAY". Select the first order and click [Hold], [Add to Scratchpad], and [Sign]. Validate the 'Order grid' contains an order for "Order Code A 2 Tablet, TWICE A DAY" with an "Order Status" of "Active(On Hold)". Select the order with an 'Order Status' of "Active(On Hold)" and click [Resume], [Add to Scratchpad], and [Sign]. Validate the 'Order grid' contains an order for "Order Code A 2 Tablet, TWICE A DAY" and an order for "Order Code A 1 Tablet, TWICE A DAY" both with an 'Order Status' of "Active" Select the first order and click [Renew]. Set the 'Renew' field to "15" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A 2 Tablet, TWICE A DAY" and an order for "Order Code A 1 Tablet, TWICE A DAY". Scenario 2: 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" and a 'Duration (Days)' set to "6". (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". Scenario 3: 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)'. An interval frequency code must exist. (Frequency Code B) 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" and has the 'Yes' checkbox is checked in the 'Default To Selected When Selecting Orders From Order Group' field. 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. 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 'Freq' field to "Frequency Code B" and validate that the 'Start Date/Time' field changes to 'First Dose Date/Time'. Set the 'Freq' field back to "TWICE A DAY" and validate that the 'First Dose Date/Time' field changes back to 'Start Date/Time'. 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 4: OE NX - Order Group - One Time Only - Non-Daily with Scheduled Hour of Administration Specific Setup: A frequency code must exist that has the following configuration:(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' is set to "Monday", "Wednesday", and "Friday". '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 "Frequency Code A". (Order Group A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as an allergy to "Ritalin" 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". Validate the 'Order Group' dialog is displayed. Select "Order Code A" and enter a 'Dose' of "1" and a 'Dose Unit' of "Tablet". Set the 'Duration' field to "5" and click [Days]. Validate the 'Frequency' field contains "Frequency Code A". Validate the 'First Dose Date/Time' field is equal to the next available dose. Click [Add to Scratchpad]. Validate the 'Scratchpad' contains an order for "Order Code A". Select the order. Validate the 'Freq' field contains "Frequency Code A". Validate the 'First Dose Date' field contains the date of the next available administration. Validate the 'First Dose Time' field contains "08:00 AM". Validate the 'Start Date' and 'Start Time' fields match the 'First Dose Date' and 'First Dose Time' fields. Click [Cancel Update] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A".	Topics • NX • Order Entry Console
AV-85614 Summary \| Details OE NX - Admission Med Reconciliation - First Dose Date/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 Order Entry Console 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" Validate the 'Dose Unit' field contains "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: OE NX - Manual Give Initial Dose Now - '(524) Require Hours of Administration for Routine Orders' is required 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". 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 '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. 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 3: 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 4: 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 5: 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 6: 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 7: 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'. Scenario 8: OE NX - Admission Med Reconciliation - Administration times 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. Click the 'Home Medications' tab. Create 2 orders, one "Reported" and one "Rx" and populate all required fields, selecting frequency codes that have defined hours of administration. Click the 'Admission Med Reconciliation' tab. Select both orders from the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad]. Select the first order in the 'Inpatient Medications Scratchpad' and validate the 'First Dose Date' and 'First Dose Time' fields are populated. Click the 'Custom' link and validate the correct administration times display. Populate any remaining required fields and click [Update Order]. Select the second order in the 'Inpatient Medications Scratchpad' and validate the 'First Dose Date' and 'First Dose Time' fields are populated. Click the 'Custom' link and validate the correct administration times display. Populate any remaining required fields and click [Update Order]. Click [Reconcile & Sign] and validate the 'Admission Med Reconciliation' tab displays in view-only mode.	Topics • NX • Order Entry Console
AV-85615 Summary \| Details OE NX - Orders This Episode - one time only routine pharmacy-type orders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Frequency Code Setup Order Group Setup Orders This Episode Order Entry Console - My Favorites Scenario 1: OE NX - "Hours of Administration are required for Routine orders." - Order Group - One Time Only with Give Initial Dose Now = "Yes" 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”. Please log out of the application and log back in after completing the above configuration. A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A) 'Routine or PRN(As Needed) = "Routine" 'One Time Only' = "Yes" 'Times/24 Hours' = "1" 'Interval Frequency' = "No" 'Daily Administration' = "Daily" 'Default to Give Initial Dose Now' = "Yes" A pharmacy type order code must exist. (Order Code A) An order group must be created with "Order Code A" that has a default frequency of "Frequency Code A". (Order Group A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps 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". Validate the 'First Dose Date/Time' field is equal to "Today" and "the current time rounded to the nearest half hour/hour". Fill in any missing fields and click [Add to Scratchpad]. Select the order in the scratchpad. Validate the 'First Dose Date' field is equal to "Today". Validate the 'First Dose Time' field is equal to the current time rounded to the nearest half hour/hour. Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled. Validate the 'Start Time' field is equal to the 'First Dose Time' field and is disabled. Click [Cancel Update] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A" Access the 'eMAR' tab. Validate the order for "Order Code A" is shown and that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date. Scenario 2: OE NX - "Hours of Administration are required for Routine orders." - My Favorites - One Time Only with Give Initial Dose Now = "Yes" 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”. Please log out of the application and log back in after completing the above configuration. A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A) 'Routine or PRN(As Needed) = "Routine" 'One Time Only' = "Yes" 'Times/24 Hours' = "1" 'Interval Frequency' = "No" 'Daily Administration' = "Daily" 'Default to Give Initial Dose Now' = "Yes" A pharmacy type order code must exist. (Order Code A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A". Set the 'Frequency' field to "Frequency Code A". Validate 'Custom' is not displayed. Populate all missing and required fields. Click the 'Add to Favorites' star button then [Refresh]. Click 'My Favorites', select the order and click [Add to Scratchpad]. Select the order in the 'Scratchpad' and validate that 'Custom' is not displayed next to 'Frequency'. Validate the 'First Dose Date' field is equal to the current date. Validate the 'First Dose Time' field is equal to the current time rounded to the nearest half hour/hour. Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled. Validate that the 'Start Time' field is equal to the 'First Dose Time' field and is disabled. Click [Cancel Update] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A" Access the 'eMAR' widget. Validate the Order for "Order Code A" is shown and that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date. Scenario 3: OE NX - "Hours of Administration are required for Routine orders." - Taper/Titration - One Time Only with Give Initial Dose Now = "Yes" 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”. Please log out of the application and log back in after completing the above configuration. A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A) 'Routine or PRN(As Needed) = "Routine" 'One Time Only' = "Yes" 'Times/24 Hours' = "1" 'Interval Frequency' = "No" 'Daily Administration' = "Daily" 'Default to Give Initial Dose Now' = "Yes" A routine frequency code with set hours of administration at "09:00 AM" and "09:00 PM" must be configured in the 'Frequency Code Setup' form. (Frequency Code B) A pharmacy type order code must exist. (Order Code A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select “Client A” and access the Order Entry Console. Create a Taper/Titrate order with 2 steps for "Order Code A". Set the 1st 'Freq' field to "Frequency Code A" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields. Set the 2nd 'Freq' field to "Frequency Code B" and then fill in the 'Dose', 'Dose Unit' and 'Days' fields. Click [Add to Scratchpad] and validate that two orders for "Order Code A" are in the scratchpad. Select the first order in the scratchpad. Validate the 'First Dose Date' field is equal to "Today". Validate the 'First Dose Time' field is equal to "the current time rounded to the nearest half hour/hour". Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled. Validate that the 'Start Time' field is equal to the 'First Dose Time' field and is disabled. Click [Cancel Update] and [Sign]. Validate two orders for "Order Code A" are in the 'Order grid'; one with 'Addl Instructions' set to "Step 1 of 2 steps" and the other with 'Addl Instructions' set to "Step 2 of 2 steps". Navigate to the 'eMAR' tab. Validate an order for "Order Code A" is shown with one scheduled administration time set to the nearest half hour of the current time. Set the 'Administration Date' field to "T+1" and click [Refresh]. Validate an order for "Order Code A" is shown with 2 scheduled administration times; "0900" and "2100". Scenario 4: OE NX - "Hours of Administration are required for Routine orders." - My Favorites - One Time Only with Set Hours of Administration 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”. Please log out of the application and log back in after completing the above configuration. A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A) 'Routine or PRN(As Needed) = "Routine" 'One Time Only' = "Yes" 'Times/24 Hours' = "1" 'Interval Frequency' = "No" 'Daily Administration' = "Daily" 'Default to Give Initial Dose Now' = "No" 'Hours of Administration' = "08:00 AM" A pharmacy type order code must exist. (Order Code A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A". Set the 'Frequency' field to "Frequency Code A". Validate 'Custom' is not displayed. Populate all missing and required fields. Click the 'Add to Favorites' star button then [Refresh]. Click 'My Favorites', select the order and click [Add to Scratchpad]. Select the order in the 'Scratchpad' and validate that 'Custom' is not displayed next to 'Frequency'. Validate the 'First Dose Date' field is equal to "Tomorrow's Date". Validate the 'First Dose Time' field is equal to "08:00 AM". Validate the 'Start Date' field is equal to the 'First Dose Date' field. Validate that the 'Start Time' field is equal to the 'First Dose Time' field. Click [Cancel Update] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A" Navigate to the 'eMAR' tab. Set the 'Administration Date' field to "T+1". Validate the Order for "Order Code A" is shown and that there is one scheduled administration time at "0800" under tomorrow's date. Scenario 5: OE NX - "Hours of Administration are not required for Routine orders." - Order Group - One Time Only with Set Hours of Administration 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”. Please log out of the application and log back in after completing the above configuration. A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A) 'Routine or PRN(As Needed) = "Routine" 'One Time Only' = "Yes" 'Times/24 Hours' = "1" 'Interval Frequency' = "No" 'Daily Administration' = "Daily" 'Default to Give Initial Dose Now' = "No" 'Hours of Administration' = "08:00 AM" A pharmacy type order code must exist. (Order Code A) An order group must be created with "Order Code A" that has a default frequency of "Frequency Code A". (Order Group A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps 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". Validate the 'First Dose Date/Time' field is equal to "Tomorrow's Date" and "08:00 AM". Fill in any missing fields and click [Add to Scratchpad]. Select the order in the scratchpad. Validate the 'First Dose Date' field is equal to "Tomorrow's Date". Validate the 'First Dose Time' field is equal to "08:00 AM". Validate the 'Start Date' field is equal to the 'First Dose Date' field. Validate that the 'Start Time' field is equal to the 'First Dose Time' field. Click [Cancel Update] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A" Navigate to the 'eMAR' tab. Set the 'Administration Date' field to "T+1". Validate the Order for "Order Code A" is shown and that there is one scheduled administration time at 0800.	Topics • NX • Order Entry Console
AV-85616 Summary \| Details OE NX - Admission Med Reconciliation - Adding orders with interval frequencies Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Frequency Code Setup Orders This Episode Order Entry Console Scenario 1: 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 2: 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'. Scenario 3: OE NX - Admission Med Reconciliation - Pre-Admit Mode - Interval Frequency Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' registry setting must be set to "Y". A Client must have an active pre-admit episode (Client A). Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Create 2 orders, one "Reported" and one "Rx" and populate all required fields selecting an interval frequency code. Click the 'Admission Med Reconciliation' tab. Select both orders created in the 'Medication History (Pre-Admission)' table and click [Add to Scratchpad]. Click the first order from the 'Inpatient Medications Scratchpad' and populate all required fields and click [Update Order]. Click the second order from the 'Inpatient Medications Scratchpad' and populate all required fields and click [Update Order]. Validate there is no missing required field flag for either order and click [Reconcile & Sign].	Topics • NX • Order Entry Console
AV-85617 Summary \| Details OE NX - Taper/titration orders - one time only or interval frequency codes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Scenario 1: OE NX - Admission Med Reconciliation - New order - Taper/Titration - Calendar Specific Setup: A frequency code must be configured as an interval frequency through the 'Frequency Code Setup' form. (Frequency Code A) A frequency code must be configured as a one-time-only frequency through the "Frequency Code Setup' form. (Frequency Code B) A frequency code must be configured as a routine non-interval frequency with 2 scheduled hours of administration through the "Frequency Code Setup' form. (Frequency Code C) A pharmacy type order code must exist. (Order 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 Medication Reconciliation’ tab. Search for and select "Order Code A" in the ‘New Order’ field. Click [Taper/Titrate]. Validate that 'Calendar' is selected. Click the ‘Add Step’ link twice. Set the 1st ‘Dose’ field to “1” and press [Tab]. Select "Tablet" from the 1st ‘Dose Unit’ field. Validate the 'Days' field does not contain a value and is required. Set the 1st ‘Days’ field to “1”. Select “Frequency Code C” in the 1st ‘Freq’ field. Set the 2nd ‘Dose’ field to “2” and press [Tab]. Select "Tablet" from the 2nd ‘Dose Unit’ field. Validate the 'Days' field does not contain a value and is required. Set the 2nd ‘Days’ field to “1”. Select “Frequency Code A” in the 2nd ‘Freq’ field and validate the 'Custom' button is no longer shown. Set the 3rd ‘Dose’ field to “3” and press [Tab]. Select "Tablet" from the 3rd ‘Dose Unit’ field. Validate the 'Days' field does not contain a value and is required. Set the 3rd ‘Days’ field to “1”. Select “Frequency Code B” in the 3rd ‘Freq’ field and validate the 'Custom' button is no longer shown. Select "Frequency Code C" in the 3rd 'Freq' field and validate the 'Custom' button is shown again. Click [Add to Scratchpad]. Validate the ‘Inpatient Medications Scratchpad’ contains the three new orders. Click [Reconcile & Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Admission Med Reconciliation' tab is in view-only mode. Scenario 2: OE NX - Admission Medication Reconciliation - Taper/Titrate - 24-hr Specific Setup: A frequency code must be configured as an interval frequency through the 'Frequency Code Setup' form. (Frequency Code A) A frequency code must be configured as a one-time-only frequency through the "Frequency Code Setup' form. (Frequency Code B) A frequency code must be configured as a routine non-interval frequency with 2 scheduled hours of administration through the "Frequency Code Setup' form. (Frequency Code C) A pharmacy type order code must exist. (Order 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 Medication Reconciliation’ tab. Search for and select "Order Code A" in the ‘New Order’ field. Click [Taper/Titrate]. Validate that 'Calendar' is selected. Click [24-hr]. Click the ‘Add Step’ link. Set the 1st ‘Dose’ field to “3” and press [Tab]. Select "Tablet" from the 1st ‘Dose Unit’ field. Validate the 'Days' field does not contain a value and is required. Set the 1st ‘Days’ field to “3”. Select “Frequency Code A” in the 1st ‘Freq’ field and validate the 'Custom' button is no longer shown. Set the 2nd ‘Dose’ field to “2” and press [Tab]. Select "Tablet" from the 2nd ‘Dose Unit’ field. Validate the 'Days' field does not contain a value and is required. Set the 2nd ‘Days’ field to “”. Select “Frequency Code B” in the 2nd ‘Freq’ field and validate the 'Custom' button is no longer shown. Click [Add to Scratchpad]. Validate the Error dialog "Days field is required." is displayed and click [OK]. Select "3" from the 2nd 'Days' field. Select "Frequency Code C" in the 2nd 'Freq' field and validate the 'Custom' button is shown again. Click [Add to Scratchpad]. Validate the ‘Inpatient Medications Scratchpad’ contains the two new orders. Click [Reconcile & Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in 'Output' for both orders and click [Sign]. Validate the 'Admission Med Reconciliation' tab is in view-only mode. Scenario 3: OE NX - Orders This Episode - Taper/Titration - 24-hr - Custom Administration Time Specific Setup: A frequency code must be configured as an interval frequency in the 'Frequency Code Setup' form. (Frequency Code A) A frequency code must be configured as a one-time-only frequency in the "Frequency Code Setup' form. (Frequency Code B) A frequency code must be configured as 'Routine' with administration times of "09:00 AM" and "09:00 PM" in the 'Frequency Code Setup' form. (Frequency Code C) A client must have an active episode whose program and 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. Search for and select a pharmacy-type order code. Click [Taper/Titration] Validate the 'Taper/Titration' dialog is displayed. Click [24-hr]. Click [Add Step] twice. For step one enter a 'Dose', 'Dose Unit', select a value in 'Days' and select "Frequency Code C" from the 'Freq' field and validate that 'Custom' is displayed. For step two enter 'Dose', 'Dose Unit', select a value in 'Days' and select "Frequency Code A" from the 'Freq' field and validate that 'Custom' is not displayed. For step two enter 'Dose', 'Dose Unit', select a value in 'Days' and select "Frequency Code B" from the 'Freq' field and validate that 'Custom' is not displayed. Click [Add to Scratchpad]. Select row 1 from the 'Scratchpad'. Validate that 'Custom' is displayed next to the 'Freq' field. Populate all missing required fields and click [Update Order]. Select row 2 from the 'Scratchpad'. Validate that 'Custom' is not displayed next to the 'Freq' field. Populate all missing required fields and click [Update Order]. Select row 3 from the 'Scratchpad'. Validate that 'Custom' is not displayed next to the 'Freq' field. Populate all required fields and select "Frequency Code A" in the 'Freq' field and validate the 'Custom' button is no longer displayed. Click [Update Order] and [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed, select "None" in 'Output' for all 3 orders and click [Sign].	Topics • NX • Order Entry Console
AV-85618 Summary \| Details Avatar NX - Client Picture Scenario 1: Medical Note - Validate client in focus when switching client in context Specific Setup: Must have a user with existing Provider login credentials that is logged in (User A). "User A" must have the 'Medical Note' widget properly configured to a view. "User A" must have various views configured that contain the 'Client Information Header' (View A & View B). "User A" has at least two clients with the following configured (Client A & Client B): Must have a client photo assigned. Must have an existing appointment scheduled with "User A". Steps Navigate to the 'Medical Note' widget and validate the existence of 'Today's E&M Appointments/Notes'. Validate that the existing appointment is displayed for new "Client A" in 'Today's E&M Appointments/Notes'. Select "Client A" and validate the 'Facesheet' tab displays for "Client A". Validate the header displays "Client A" and their picture. Navigate to the "View A", validate the client header contains "Client A" and their picture. Navigate to the "View B", validate the client header contains "Client A" and their picture. Navigate to the 'Medical Note' widget and validate the 'Facesheet' tab displays for "Client A". Click [Today's Appts/Notes]. Validate the existing appointment displays for "Client B" in 'Today's E&M Appointments/Notes'. Click [Start] next to "Client B". Validate 'Note Details' displays for "Client B". Validate the client header updates to display "Client B" and their picture. Click [Cancel]. Navigate to "View A", validate the client header contains "Client B" and their picture. Navigate to "View B", validate that the client header contains "Client B" and their picture.	Topics • Medical Note • NX
AV-85633 Summary \| Details OE NX - Order Entry Console (Orders This Episode section) - Order Group Default Interval Frequency 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: OE NX - Order Group - Interval Order Specific Setup: An order group must contain a pharmacy-type order code with an interval frequency. (Order Group A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" and select the pharmacy-type order code with the interval frequency. Validate 'Custom' is not displayed next to the 'Frequency' field. Click [Add to Scratchpad]. Select the order from the 'Scratchpad' and validate 'Custom' is not displayed next to the 'Frequency'. Populate the remaining required fields and click [Update Order] and [Sign]. Validate the new order is displayed in the 'Order grid'. Scenario 2: 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] and [Sign]. Validate the 'Interaction' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the order displays in the 'Order grid'.	Topics • NX • Order Entry Console