Avatar NX Update 2023.04.00 Acceptance Tests

AV-82254 Summary | Details

Avatar NX - Scheduling Calendar

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

Admission (Outpatient)
Scheduling Calendar

Scenario 1: 'Scheduling Calendar' - Add New Appointment

Specific Setup:

A client is enrolled in an existing episode (Client A).
A practitioner must be defined with hours for scheduling (Practitioner A).
The logged in user must have access to the 'Registry Settings' form.
The 'Disable Scheduling Calendar Auto-Refresh' registry setting must be enabled.

Steps

Access the 'Scheduling Calendar' form.
Right click in any available time slot for "Practitioner A" and click [Add Appointment].
Select "Client A" in the 'Client' field.
Select any service code in the 'Service Code' field.
Validate the program and location field are populated.
Click [Submit].
Validate the 'Appointment Grid' contains the appointment for "Client A".
Right click on the appointment for "Client A" and select "Delete".
Validate a 'Delete Appointment' dialog displays stating: "Are you sure?"
Click [Yes].
Validate the 'Appointment Grid' updates and does not display the appointment for "Client A".
Click [Dismiss].
Access the 'Registry Settings' form.
Enter "Disable Scheduling Calendar Auto-Refresh" in the 'Limit Registry Setting to the Following Search Criteria' field.
Select "Yes" in the 'Include Hidden Registry Settings' field.
Click [View Registry Settings].
Enter "N" in the 'Registry Setting Value' field.
Click [Submit].
Validate a 'Registry Editor Filing' dialog and click [OK] and [No].
Access the 'Scheduling Calendar' form.
Right click in any available time slot for "Practitioner A" and click [Add Appointment].
Select "Client A" in the 'Client' field.
Select any service code in the 'Service Code' field.
Validate the program and location field are populated.
Click [Submit].
Validate the 'Appointment Grid' contains the appointment for "Client A".
Right click on the appointment for "Client A" and select "Delete".
Validate a 'Delete Appointment' dialog displays stating: "Are you sure?"
Click [Yes].
Validate the 'Appointment Grid' updates and does not display the appointment for "Client A".
Click [Dismiss].

Scenario 2: Scheduling Calendar - Add Individual/Group/Staff Recurring Appointments

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A group must be defined with two or more clients (Group A).
A staff-only service code must be defined (STAFF).
A practitioner must be defined with hours for scheduling (Practitioner A).

Steps

Access the 'Scheduling Calendar' form.
Right click in any available time slot for "Practitioner A" and click [Add Appointment].
Select "Client A" in the 'Client' field.
Select the desired individual service code in the 'Service Code' field.
Select "Weekly" in the 'Recurrence Schedule' field.
Select "No End" in the 'Recurrence Pattern' field.
Click [Submit].
Validate the 'Appointment Grid' contains the individual appointment for "Client A".
Right click in any available time slot for "Practitioner A" and click [Add Appointment].
Enter the desired group service code in the 'Service Code' field.
Select "Group A" in the 'Group #' field.
Select the desired location in the 'Location' field.
Select the desired program in the 'Program' field.
Select "Weekly" in the 'Recurrence Schedule' field.
Select "No End" in the 'Recurrence Pattern' field.
Click [Submit].
Validate the 'Appointment Grid' contains the individual appointment for "Client A" & the group appointment for "Group A".
Right click in any available time slot for "Practitioner A" and click [Add Appointment].
Enter "STAFF" in the 'Service Code' field.
Select the desired location in the 'Location' field.
Select the desired program in the 'Program' field.
Select "Weekly" in the 'Recurrence Schedule' field.
Select "No End" in the 'Recurrence Pattern' field.
Click [Submit].
Validate the 'Appointment Grid' contains the individual appointment for "Client A", the group appointment for "Group A", and the staff-only appointment for "Practitioner A".
Select the "Month' view.
Validate the weekly recurring appointments for "Client A", "Group A", and "Practitioner A" are displayed each week.
Click [Dismiss].

Topics

• NX • Registry Settings • Scheduling Calendar

AV-83187 Summary | Details

Treatment Plan - 'Date' fields

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

Treatment Plan

Scenario 1: Treatment Plan (Tree view) - Problems, Goals, Objectives, Interventions validations

Specific Setup:

Have a client enrolled in an active episode (Client A).

Steps

Select "Client A" and access the 'Treatment Plan' form.
Populate all the required fields.
Click [Launch Plan].
Click [Add New Problem].
Select any value in the 'Problem Code' field.
Select “Active” in the ‘Status (Problem List)’ field.
Enter the desired value in the 'Problem' field.
Select "Active" in the 'Status' field.
Enter the desired date in the 'Date Of Onset' field.
Validate clicking in the whitespace next to the date field does not update the date.
Use the arrows to update the date in the 'Date Of Onset' field and validate the date updates accordingly.
Enter the desired date in the 'Date Opened' field.
Validate clicking in the whitespace next to the date field does not update the date.
Use the arrows to update the date in the 'Date Opened' field and validate the date updates accordingly.
Enter the desired date in the 'Date Due' field.
Validate clicking in the whitespace next to the date field does not update the date.
Use the arrows to update the date in the 'Date Due' field and validate the date updates accordingly.
Enter the desired date in the 'Date Closed' field.
Validate clicking in the whitespace next to the date field does not update the date.
Use the arrows to update the date in the 'Date Closed' field and validate the date updates accordingly.
Add a goal, objective and intervention and repeat steps 1k-1s.
Click the [Return to Plan].
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Select the treatment plan filed in the previous steps and click [Edit].
Validate all previously filed data is displayed.
Close the form.

Topics

• Treatment Plan

AV-83722 Summary | Details

Avatar NX - 'My To Do's' widget

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

Escalate To Do Item
Review To Do Item (PM)
Send To Do Notification
My To Do's

Scenario 1: Avatar NX - Send To Do Notification - 'Escalate To Do Item' functionality

Specific Setup:

A client must be enrolled in an existing episode (Client A).
There must be three users (User A, User B, and User C).
All users must have the 'My To Do's' widget configured to the myDay view.
"User A" must have sent a 'To Do' for "Client A" to "User B" using the 'Send To Do Notification' form.
"User A" and "User C" are logged in.

Steps

As "User A", navigate to the 'My To Do's' widget.
Validate there is a 'Send To Do Notification' To Do for "Client A" with the action of "Escalate To Do Item" in the 'Sent & Not Reviewed' field.
Click [Escalate To Do Item].
Validate the 'Escalate To Do Item' form opens populated with the expected data in the 'To Do Information' field.
Enter and select "User C" in the 'Select User' field.
Click [Add User].
Validate the 'Send To' field contains "User C".
Select the checkbox next to "User C".
Enter the desired value in the 'Note' field.
Click [Submit].
Validate a 'Send To Do' dialog stating: "To Do sent." and click [OK].
Close and reopen the 'My To Do's' widget.
Validate there is an 'Escalate To Do Item' To Do for "Client A" in the 'Sent & Not Reviewed' field.
Validate the action for this one is "Escalate To Do Item".
Close the To Dos.
Switch to "User C", validate a 'Confirm' dialog stating: "There are one or more new items within your Workflow Management To Do List." and click [OK].
Navigate to the 'My To Do's' widget and open it.
Validate the escalated To Do for "Client A" is in the 'Additional ToDo's' field.
Click [Review To Do Item].
Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data.
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Click [Submit].
Validate the To Do for "Client A" no longer displays.
Close the To Dos.
Log in as "User B".
Navigate to the 'My To Do's' widget and open it.
Validate the original 'Send To Do Notification' for "Client A" is in the 'Additional ToDos' field.
Click [Review To Do Item].
Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data.
Validate the 'Set To Do Item to Reviewed' and 'Notes To Sender' fields are required.
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Enter the desired value in the 'Notes To Sender' field.
Click [Submit].
Validate the To Do for "Client A" no longer displays in the 'Additional ToDos'.
Validate there is an 'Escalate To Do Item' To Do for "Client A" in the 'Sent & Not Reviewed' field.
Validate the action for this one is "Escalate To Do Item".
Close the To Dos.
Switch to "User A" validate a 'Confirm' dialog stating: "There are one or more new items within your Workflow Management To Do List." and click [OK].
Navigate to the 'My To Do's' widget and open it.
Validate a 'Review To Do Item' for "Client A" is in the 'Additional ToDos' field.
Click [Review To Do Item].
Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data.
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Click [Submit].
Validate the To Do for "Client A" no longer displays.
Close the To Dos.
Switch to "User B" Navigate to the 'My To Do's' widget and open it.
Validate the To Do for "Client A" no longer displays.
Close the To Dos.

Scenario 2: Avatar NX - Send To Do Notification - Functionality (Send & Review To Do sent to a "User")

Specific Setup:

A client must be enrolled in an existing episode (Client A).
The data element "(20041) To Do Category" in the "User" file must be defined with one or more dictionary values in the 'Dictionary Update' form.
There must be two users (User A and User B).
"User A" must have access to the 'Send To Do Notification' form.
Both users must have the 'My To Do's' widget on their myDay view and be logged in.

Steps

As "User A", access the 'Send To Do Notification' form.
Select "Client A" in the 'Client' field.
Select the desired value in the 'Priority' field.
Select the desired value in the 'To Do Category' field.
Enter the desired date in the 'Due Date' field.
Enter the desired value in the 'To Do Message' field.
Enter the desired value in the 'Detailed Message' field.
Enter and select "User B" in the 'Select User' field.
Click [Add User].
Validate the 'Send To' field contains "User B".
Select the checkbox next to "User B".
Select "Yes" in the 'Notify Sender When To Do Item Is Reviewed?' field.
Click [File To Do].
Validate a 'Send To Do' dialog stating: "To Do sent." and click [OK].
Navigate to the 'My To Do's' widget and open it.
Validate there is a 'Send To Do Notification' To Do for "Client A" in the 'Sent & Not Reviewed' field.
Validate the action for this To Do is "Escalate To Do Item".
Close the To Dos.
Switch to "User B", validate a 'Confirm' dialog stating: "There are one or more new items within your Workflow Management To Do List." and click [OK].
Navigate to the 'My To Do's' widget and open it.
Validate there is a 'Send To Do Notification' To Do for "Client A" in the 'Additional ToDos' field.
Validate the action for this To Do is "Review To Do Item".
Click [Review To Do Item].
Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data.
Validate the 'Set To Do Item to Reviewed' and 'Notes To Sender' fields are required.
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Enter the desired value in the 'Notes To Sender' field.
Click [Submit].
Validate the 'Additional ToDos' field does not contain a To Do for "Client A".
Validate there is a To Do for "Client A" in the 'Sent & Not Reviewed' field.
Validate the action for this To Do is "Escalate To Do Item".
Close the To Dos.
Switch to "User A" and open the 'My To Do's' widget.
Validate there is a 'Review To Do Item' To Do for "Client A" in the 'Additional ToDos' field.
Validate the action for this To Do is "Review To Do Item".
Click [Review To Do Item].
Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data.
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Click [Submit].
Validate there are no To Do's left for "Client A".
Switch to "User B" and open the 'My To Do's' widget.
Validate there are no To Do's left for "Client A".

Topics

• NX • ToDo's • Widgets

AV-83977 Summary | Details

Avatar NX - 'Group Registration' and 'Site Registration' forms

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

Group Registration

Scenario 1: Group Registration - create a new group and add group members in 'Group Member Assignment'

Steps

Access the 'Group Registration' form.
Enter any new value in the 'Select Group' field.
Click [New Group].
Click [Yes] on the 'Auto Assign Next ID Number?' dialog.
Validate the 'Group Registration' form is displayed with a form header containing: NEW APPOINTMENT GROUP FILE (ID#).
Enter the desired value in the 'Group Name' field.
Enter the desired date in the 'Group Registration Date' field.
Populate any other required and desired fields.
Click [Submit].
Access the 'Group Registration' form.
Search for and select the group filed in the previous steps in the 'Select Group' dialog.
Validate the 'Group Registration' form is displayed with all previously filed data.
Validate the form header is displayed containing the value filed in the 'Group Name' field with the Group ID#.
Close the form.

Scenario 2: Site Registration - Add a site with hours of operation

Steps

Access the 'Site Registration' form.
Enter any value in the 'Select Site' field (Site A).
Click [New Site].
Validate a 'Site' dialog stating: "Auto Assign Next ID Number?"
Click [Yes].
Validate the 'Site Registration' form is displayed with a form header containing: NEW SITE (ID#).
Validate the 'Site Name' field contains "Site A".
Enter the desired date in the 'Site Registration Date' field.
Populate all other required and desired fields.
Click [Submit].
Access the 'Site Registration' form.
Search for and select "Site A" in the 'Select Site' dialog.
Validate the 'Site Registration' form is displayed with all previously filed data.
Validate the form header is displayed containing the value filed in the 'Site Name' field with the Site ID#.
Close the form.

Topics

• Group Registration • NX • Site Registration

AV-84124 Summary | Details

Avatar NX - Special Characters

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

Progress Notes (Group and Individual)
Treatment Plan

Scenario 1: Avatar NX - Validate copy/paste functionality when the ability to replace special characters is enabled

Specific Setup:

Please note this is for Avatar NX systems.
A client must be enrolled in an existing episode (Client A)
Must have a word document that contains a special control character (Document A).
Replacing special character with accepted characters must be enabled (this is the default setting). To disable this functionality, please contact your Netsmart Representative.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Select the desired episode and click [Add] if applicable.
Copy the text from "Document A" .
Press "Ctrl + V" in the 'Plan Name' field.
Validate the special character is replaced.
Highlight the text in "Document A".
Drag the text into the 'Weaknesses' field.
Validate the special character is replaced.
Populate all required fields.
Click [Launch Plan].
Click [Add New Problem].
Drag the text from "Document A" to the 'Problem' field.
Validate the special character is replaced.
Continue pasting into the desired text fields and validate the special character is replaced.
Click [Return to Plan] and [OK].
Close the form.
Access the 'Progress Notes (Group and Individual)' form undocked.
Click the 'Notes Field'.
Right-click and select 'Paste'.
Validate the special character is replaced.
Close the form.

Topics

• NX • Progress Notes (Group And Individual) • Treatment Plan

AV-84710 Summary | Details

Avatar NX - Event Logic

Scenario 1: User Modeled Form - Validate event logic in user modeled forms

Specific Setup:

A modeled form (Form A) is defined with the following fields:
First form section contains:
'Date' field
Multi-select dictionary field (Field A) with a value that has event logic to enable other fields when selected (Value A).
Second form section contains:
A field that becomes enabled/required when "Value A" is selected (Field B).
A field that becomes enabled/required when "Value A" is selected (Field C).
A client is enrolled in an existing episode (Client A).

Steps

Select "Client A" and access "Form A".
Enter the desired date in the 'Date' field.
Select "Value A" in "Field A".
Navigate to the second form section.
Validate "Field B" is enabled and required.
Enter the desired value in "Field B".
Validate "Field C" is enabled and required.
Enter the desired value in "Field C".
Populate any other required and desired fields.
Click [Submit].
Select "Client A" and access "Form A".
Select the record filed in the previous steps and click [Edit].
Validate all previously filed data is displayed.
Close the form.

Topics

• Modeling • NX

AV-85201 Summary | Details

OE NX - Order Entry Console

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

Home Medications

Scenario 1: OE NX - Orders This Episode - New Order (by Nurse who requires validation), Validation by Prescriber

Specific Setup:

The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
Please log out of the application and log back in after completing the above configuration.
Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require Validation (User B).
A client must have an active episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"User A" must be logged into the application.

Steps

Select "Client A”.
Validate the 'Header Episode' field contains "All Episodes".
Select the most current episode from the 'Header Episode' field.
Access the Order Entry Console and click 'Orders This Episode' tab.
Make note of the number next to the "V" icon.
Search for and select "Ritalin 5 MG Tablet Oral (Schedule II)" from the ‘New Order’ field.
Populate all required fields and click [Add to Scratchpad].
Search for and select the staff member associated with "User B" in the ‘Ordering Practitioner' field.
Click [Sign].
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' and click [Sign].
Validate the ‘Order grid’ contains an order for "Ritalin” with an 'Order Status' of "Requires Validation".
Log out of the application and log back in as "User B".
Select "Client A”.
Validate the 'Header Episode' field contains "All Episodes".
Select the most recent active episode from the 'Header Episode' field.
Access the Order Entry Console and click 'Orders This Episode' tab.
Validate the number next to the "V" icon has increased by 1.
Select the “Ritalin” order in the ‘Order grid’ and click [Validate].
Validate the 'Final Review' dialog is displayed.
Select "None" in 'Output' and click [Sign].
Validate the 'Order grid' contains an order for "Ritalin" with a 'Status' of "Active".
Validate the number next to the "V" icon has decreased by 1.

Scenario 2: OE NX - Home Medications - Creating an order that requires validation and validating it via the V button

Specific Setup:

The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
Please log out of and back into the application after the above configuration has been completed.
Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require validation (User B).
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client C)
“Client C” 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.
"User A" must be logged into the application.

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Take note of the number next to the "V" button.
Uncheck the 'Client Reported' checkbox.
Search for and select the staff member associated with "User B" in the 'Ordering Practitioner' field.
Search for and select any value in the 'Program' field.
Search for and select "Ambien 5 MG ORAL Tablet (Schedule IV)" in the 'New Order' field.
Populate all required fields.
Click [Add to Scratchpad].
Search for and select the staff member associated with "User B".
Click [Final Review].
Validate the 'Final Review' dialog is displayed.
Validate the 'Order Details' column contains all the order details pertaining to the order being created.
Validate "Pending" is selected in 'Output' and click [Sign].
Validate the 'Order grid' contains the order for "Ambien".
Log out of the application and log into the application as "User B".
Select "Client C" and access the Order Entry Console.
Validate the 'Header Episode' field contains "All Episodes".
Select the 'Home Medications' tab.
Validate the number next to the 'V' button contains a number that has increased by 1.
Click the 'V' button.
Select the row for "Client A" and click [Validate].
Validate the 'Order grid' contains and order for "Ambien 5 MG ORAL Tablet".
Select the order and click [Validate].
Validate the 'Final Review' dialog is displayed.
Select "None" in 'Output' and click [Sign].
Select "Active" in the 'Status' field.
Validate the 'Order grid' contains an order for "Ambien 5 MG ORAL Tablet" with an 'Order Status" of "Active".
Validate the 'V' button contains a number next to it that is 1 less.

Topics

• NX • Order Entry Console

AV-85651 Summary | Details

Avatar NX - 'Open Incident' form

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

Open Incident

Scenario 1: Open Incident - Add/Edit Incident

Steps

Access the 'Open Incident' form.
Enter any new value in the 'Select Incident' field.
Click [New Incident].
Click [Yes] on the 'Auto Assign Next ID Number?' dialog.
Validate the 'Open Incident' form is displayed with a form header containing: NEW INCIDENT FILE (ID#).
Enter the desired value in the 'Brief Incident Description' field.
Enter the desired date in the 'Date Incident Occurred' and 'Date Incident Reported' fields.
Enter the desired time in the 'Time Completed' field.
Populate any other required and desired fields.
Click [Submit].
Access the 'Open Incident' form.
Search for and select the incident filed in the previous steps in the 'Select Incident' dialog.
Validate the 'Open Incident' form is displayed with all previously filed data.
Validate the form header is displayed containing the value filed in the 'Brief Incident Description' field with the Incident ID#.
Close the form.

Topics

• NX • Open Incident

AV-85689 Summary | Details

Avatar NX - User Modeled Assessment

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

Client Health Maintenance

Scenario 1: User Modeled Assessment - Validate form launches

Specific Setup:

A modeled assessment (Form A) is defined with the following fields:
'Date' field
A form launch event to launch the 'Client Health Maintenance' form (Field A)
A client must be enrolled in an existing episode (Client A).

Steps

Select "Client A" and access "Form A".
Enter the desired date in the 'Date' field.
Select "Yes" for "Field A".
Validate a 'Form Launch Event' dialog stating: "Open Client Health Maintenance Form?"
Click [OK].
Validate the 'Client Health Maintenance' form opens and displays as expected.
Close the form.
Populate any other required and desired fields.
Click [Submit].
Select "Client A" and access "Form A".
Select the record filed in the previous steps and click [Edit].
Validate all previously filed data is displayed.
Close the form.

Topics

• Modeling • NX

AV-85886 Summary | Details

OE NX - Order Groups - Start Date/Time for non pharmacy-type orders

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

Avatar eMAR
Dictionary Update (CWS)
Orders This Episode
Frequency Code Setup
Order Group Setup

Scenario 1: OE NX - Non-Pharmacy Order with One-Time-Only Frequency - Default to '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 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' = "Yes"
A therapy 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" in the 'New Order' field.
Set the 'Frequency' field to "Frequency Code A".
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Set the 'Duration' field to any value and click [Days].
Set the 'Start Date' field to tomorrow's date.
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A".
Select the 'eMAR' widget.
Click the 'All Other Order Types' tab.
Set the 'Administration Date' field to tomorrow's date.
Validate the order for "Order Code A" is displayed with no scheduled hours of administration.

Scenario 2: OE NX - Order Group - Non-Pharmacy Order with One-Time-Only Frequency - Default to '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 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 therapy 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.
Validate that "Order Code A" is selected by default.
Validate the 'Frequency' field contains "Frequency Code A".
Validate the 'Start Date/Time' fields are enabled and contain the current date and the current time.
Set the 'Duration' field to any value and click [Days].
Click [Custom] next to 'Frequency' and set the 1st 'Scheduled Administration Time' field to "1400" and click [Save].
Click [Add to Scratchpad].
Select "Order Code A" in the 'Scratchpad'.
Validate the 'Start Date/Time' fields are enabled and contain the current date and time.
Click [Sign].
Validate the 'Order grid' contains an order for "Order Code A".

Scenario 3: OE NX - Non-Pharmacy - 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 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 exist that is "Routine" and has administration hours of "09:00 AM" and "09:00 PM". (Frequency Code A)
A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B)
'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 therapy 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" in the 'New Order' field.
Set the 'Frequency' field to "Frequency Code A".
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Set the 'Frequency' field to "Frequency Code B".
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Set the 'Duration' field to any value and click [Days].
Click the [Star] next to 'My Favorites'.
Click [Refresh Orders].
Click 'My Favorites', select "Order Code A", and click [Add to Scratchpad].
Select the order in the 'Scratchpad'.
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Click [Sign].
Validate the 'Order grid' contains the order for "Order Code A".

Topics

• NX • Order Entry Console

AV-86168 Summary | Details

OE NX - Order Group Dialog Server Error

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 Group Setup
Avatar eMAR

Scenario 1: 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 that 'Give Initial Dose Now' [Yes] is selected and that 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 one of the orders for "Order Code A" from the 'Order grid' and click [Modify].
Validate that 'Give Initial Dose Now' [Yes] is pressed.
Click [Add to Scratchpad] and [Sign].

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 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 4: OE NX - 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 5: 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 6: 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.

Scenario 7: OE NX - Order Group - Unscheduled One Time Only - Default to selected

Specific Setup:

An order group (Order Group A) must exist with at least two pharmacy-type order codes where:
The first order code does not default to selected in the 'Order Group Dialog'. (Order Code A)
The second order code must default to selected, have a default one time only frequency code that does not default to 'Give Initial Dose Now', and have a default duration. (Order Code B)
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".
Validate that the 'Order Group' dialog is displayed and that "Order Code B" is selected by default and that the 'Freq' and 'Duration' fields are defaulted from 'Order Group Setup'.
Populate the 'Dose' and 'Dose Unit' fields.
Select "Order Code A" and populate all fields and click [Add to Scratchpad] and [Sign]
Validate the orders display in the 'Order grid'.

Topics

• NX • Order Entry Console

AV-86358 Summary | Details

Avatar NX - SNOMED Codes

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

Crystal Report Viewer
Registry Settings (CWS)
Problem List
Treatment Plan

Scenario 1: Family Health History - Validate the 'Hide SNOMED Codes From Problem List Search Results' registry setting

Specific Setup:

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

Steps

Access the 'Registry Settings' form.
Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
Validate the 'Registry Setting' field contains "Avatar CWS->Problem List->->->->Hide SNOMED Codes From Problem List Search Results".
Validate the 'Registry Setting Details' field contains: Enter the corresponding number(s) separated by an '&' to hide the selected information on the 'Problem Search Result' dialogs and/or Problem descriptions. The Registry Settings apply to the forms: 'Problem List', 'Treatment Plan' and 'Family Health History'. 1 - Hide Code Column in 'Problem Search Result'. 2 - Hide SNOMED Codes in Problem description. Example: By entering 1&2 the 'Code' column is removed from 'Problem search result' and the 'SNOMED Codes' are removed from the description. Setting the value to blank will display both the 'Code' column and the 'SNOMED Codes' in the description.
Validate the 'Registry Setting Value' field contains "1&2". This is the default value.
Click [Submit] and close the form.
Select "Client A" and access the 'Family Health History' form.
Enter the desired name in the 'First Name' and 'Last Name' fields.
Select the desired value in 'Relationship' field.
Click [Enter Health History].
Search for the desired value in the 'Problem' field.
Validate the 'Problem search results' does not contain the 'Code' column.
Validate the problem 'Description' does not contain the SNOMED Code.
Select the desired problem and click [Save].
Submit the form.
Access the 'Registry Settings' form.
Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
Enter "1" in the 'Registry Setting Value' field.
Click [Submit] and close the form.
Select "Client A" and access the 'Family Health History' form.
Select the family member added in the previous steps in the 'Select Family Member' field.
Click [Enter Health History].
Search for the desired value in the 'Problem' field.
Validate the 'Problem search results' does not contain the 'Code' column.
Validate the problem 'Description' contains the SNOMED Code.
Select the desired problem and click [Save].
Submit the form.
Access the 'Registry Settings' form.
Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
Enter "2" in the 'Registry Setting Value' field.
Click [Submit] and close the form.
Select "Client A" and access the 'Family Health History' form.
Select the family member added in the previous steps in the 'Select Family Member' field.
Click [Enter Health History].
Search for the desired value in the 'Problem' field.
Validate the 'Problem search results' contains the 'Code' column.
Validate the problem 'Description' does not contain the SNOMED Code.
Select the desired problem and click [Save].
Submit the form.
Access the 'Registry Settings' form.
Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
Remove the value in the 'Registry Setting Value' field so that it is null.
Click [Submit] and close the form.
Select "Client A" and access the 'Family Health History' form.
Select the family member added in the previous steps in the 'Select Family Member' field.
Click [Enter Health History].
Search for the desired value in the 'Problem' field.
Validate the 'Problem search results' contains the 'Code' column.
Validate the problem 'Description' contains the SNOMED Code.
Select the desired problem and click [Save].
Submit the form.

Scenario 2: Problem List - Validate the 'Hide SNOMED Codes From Problem List Search Results' registry setting

Specific Setup:

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

Steps

Access the 'Registry Settings' form.
Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
Validate the 'Registry Setting' field contains "Avatar CWS->Problem List->->->->Hide SNOMED Codes From Problem List Search Results".
Validate the 'Registry Setting Details' field contains: Enter the corresponding number(s) separated by an '&' to hide the selected information on the 'Problem Search Result' dialogs and/or Problem descriptions. The Registry Settings apply to the forms: 'Problem List', 'Treatment Plan' and 'Family Health History'. 1 - Hide Code Column in 'Problem Search Result'. 2 - Hide SNOMED Codes in Problem description. Example: By entering 1&2 the 'Code' column is removed from 'Problem search result' and the 'SNOMED Codes' are removed from the description. Setting the value to blank will display both the 'Code' column and the 'SNOMED Codes' in the description.
Validate the 'Registry Setting Value' field contains "1&2". This is the default value.
Click [Submit] and close the form.
Select "Client A" and access the 'Problem List' form.
Click [View/Enter Problems].
Search for the desired value in the 'Problem' field.
Validate the 'Problem search results' does not contain the 'Code' column.
Validate the problem 'Description' does not contain the SNOMED Code.
Select the desired problem.
Select "Active" in the 'Status' field.
Click [Save] and submit the form.
Access the 'Registry Settings' form.
Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
Enter "1" in the 'Registry Setting Value' field.
Click [Submit] and close the form.
Select "Client A" and access the 'Problem List' form.
Search for the desired value in the 'Problem' field.
Validate the 'Problem search results' does not contain the 'Code' column.
Validate the problem 'Description' contains the SNOMED Code.
Select the desired problem.
Select "Active" in the 'Status' field.
Click [Save] and submit the form.
Access the 'Registry Settings' form.
Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
Enter "2" in the 'Registry Setting Value' field.
Click [Submit] and close the form.
Select "Client A" and access the 'Problem List' form.
Search for the desired value in the 'Problem' field.
Validate the 'Problem search results' contains the 'Code' column.
Validate the problem 'Description' does not contain the SNOMED Code.
Select the desired problem.
Select "Active" in the 'Status' field.
Click [Save] and submit the form.
Access the 'Registry Settings' form.
Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
Remove the value in the 'Registry Setting Value' field so that it is null.
Click [Submit] and close the form.
Select "Client A" and access the 'Problem List' form.
Search for the desired value in the 'Problem' field.
Validate the 'Problem search results' contains the 'Code' column.
Validate the problem 'Description' contains the SNOMED Code.
Select the desired problem.
Select "Active" in the 'Status' field.
Click [Save] and submit the form.

Scenario 3: Treatment Plan - Validate the 'Hide SNOMED Codes From Problem List Search Results' registry setting

Specific Setup:

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

Steps

Access the 'Registry Settings' form.
Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
Validate the 'Registry Setting' field contains "Avatar CWS->Problem List->->->->Hide SNOMED Codes From Problem List Search Results".
Validate the 'Registry Setting Details' field contains: Enter the corresponding number(s) separated by an '&' to hide the selected information on the 'Problem Search Result' dialogs and/or Problem descriptions. The Registry Settings apply to the forms: 'Problem List', 'Treatment Plan' and 'Family Health History'. 1 - Hide Code Column in 'Problem Search Result'. 2 - Hide SNOMED Codes in Problem description. Example: By entering 1&2 the 'Code' column is removed from 'Problem search result' and the 'SNOMED Codes' are removed from the description. Setting the value to blank will display both the 'Code' column and the 'SNOMED Codes' in the description.
Validate the 'Registry Setting Value' field contains "1&2". This is the default value.
Click [Submit] and close the form.
Select "Client A" and access the 'Treatment Plan' form.
Enter 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.
Navigate to the 'Problems' grid.
Click [New Row].
Search for the desired value in the 'Problem' field.
Validate the 'Problem search results' does not contain the 'Code' column.
Validate the problem 'Description' does not contain the SNOMED Code.
Select the desired problem.
Select "Active" in the 'Status' field.
Check the 'Include in this plan?' field.
Click [Launch Plan].
Validate the problem added in the previous steps is displayed.
Click [Add New Problem].
Search for the desired value in the 'Problem Code' field.
Validate the 'Results' dialog does not contain the SNOMED code.
Select the desired problem.
Select "Active" in the 'Status (Problem List)' field.
Enter the desired value in the 'Problem' field'.
Select "Active" in the 'Status' field.
Click [Return to Plan] and submit the form.
Access the 'Registry Settings' form.
Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
Enter "1" in the 'Registry Setting Value' field.
Click [Submit] and close the form.
Select "Client A" and access the 'Treatment Plan' form.
Select the treatment plan filed in the previous steps and click [Edit].
Validate all previously filed data is displayed.
Navigate to the 'Problems' grid.
Click [New Row].
Search for the desired value in the 'Problem' field.
Validate the 'Problem search results' does not contain the 'Code' column.
Validate the problem 'Description' contains the SNOMED Code.
Select the desired problem.
Select "Active" in the 'Status' field.
Check the 'Include in this plan?' field.
Click [Launch Plan].
Validate the problem added in the previous steps is displayed.
Click [Add New Problem].
Search for the desired value in the 'Problem Code' field.
Validate the 'Results' dialog contains the SNOMED code.
Select the desired problem.
Select "Active" in the 'Status (Problem List)' field.
Enter the desired value in the 'Problem' field'.
Select "Active" in the 'Status' field.
Click [Return to Plan] and submit the form.
Access the 'Registry Settings' form.
Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
Enter "2" in the 'Registry Setting Value' field.
Click [Submit] and close the form.
Select "Client A" and access the 'Treatment Plan' form.
Select the treatment plan filed in the previous steps and click [Edit].
Validate all previously filed data is displayed.
Navigate to the 'Problems' grid.
Click [New Row].
Search for the desired value in the 'Problem' field.
Validate the 'Problem search results' contains the 'Code' column.
Validate the problem 'Description' does not contain the SNOMED Code.
Select the desired problem.
Select "Active" in the 'Status' field.
Check the 'Include in this plan?' field.
Click [Launch Plan].
Validate the problem added in the previous steps is displayed.
Click [Add New Problem].
Search for the desired value in the 'Problem Code' field.
Validate the 'Results' dialog does not contain the SNOMED code.
Select the desired problem.
Select "Active" in the 'Status (Problem List)' field.
Enter the desired value in the 'Problem' field'.
Select "Active" in the 'Status' field.
Click [Return to Plan] and submit the form.
Access the 'Registry Settings' form.
Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK].
Remove the value in the 'Registry Setting Value' field so that it is null.
Click [Submit] and close the form.
Select "Client A" and access the 'Treatment Plan' form.
Select the treatment plan filed in the previous steps and click [Edit].
Validate all previously filed data is displayed.
Navigate to the 'Problems' grid.
Click [New Row].
Search for the desired value in the 'Problem' field.
Validate the 'Problem search results' contains the 'Code' column.
Validate the problem 'Description' contains the SNOMED Code.
Select the desired problem.
Select "Active" in the 'Status' field.
Check the 'Include in this plan?' field.
Click [Launch Plan].
Validate the problem added in the previous steps is displayed.
Click [Add New Problem].
Search for the desired value in the 'Problem Code' field.
Validate the 'Results' dialog contains the SNOMED code.
Select the desired problem.
Select "Active" in the 'Status (Problem List)' field.
Enter the desired value in the 'Problem' field'.
Select "Active" in the 'Status' field.
Click [Return to Plan] and submit the form.

Topics

• Family Health History • NX • Problem List • Registry Settings • Treatment Plan

AV-86479 Summary | Details

OE NX - Order Groups - Start Date/Time for non pharmacy-type orders

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 - Order Group - Non-Pharmacy Order with One-Time-Only Frequency - Default to '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 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 therapy 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.
Validate that "Order Code A" is selected by default.
Validate the 'Frequency' field contains "Frequency Code A".
Validate the 'Start Date/Time' fields are enabled and contain the current date and the current time.
Set the 'Duration' field to any value and click [Days].
Click [Custom] next to 'Frequency' and set the 1st 'Scheduled Administration Time' field to "1400" and click [Save].
Click [Add to Scratchpad].
Select "Order Code A" in the 'Scratchpad'.
Validate the 'Start Date/Time' fields are enabled and contain the current date and time.
Click [Sign].
Validate the 'Order grid' contains an order for "Order Code A".

Scenario 2: OE NX - Non-Pharmacy - 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 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 exist that is "Routine" and has administration hours of "09:00 AM" and "09:00 PM". (Frequency Code A)
A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B)
'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 therapy 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" in the 'New Order' field.
Set the 'Frequency' field to "Frequency Code A".
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Set the 'Frequency' field to "Frequency Code B".
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Set the 'Duration' field to any value and click [Days].
Click the [Star] next to 'My Favorites'.
Click [Refresh Orders].
Click 'My Favorites', select "Order Code A", and click [Add to Scratchpad].
Select the order in the 'Scratchpad'.
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Click [Sign].
Validate the 'Order grid' contains the order for "Order Code A".

Topics

• NX • Order Entry Console

AV-86570 Summary | Details

Avatar NX - 'All Documents Widget'

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

Console Widget Viewer
Registry Settings (PM)
Treatment Plan
User Definition

Scenario 1: Validate the 'Allow Users Access To All Forms on NX 'All Documents' Widget' registry setting

Specific Setup:

Please note: this scenario is for Avatar NX systems.
RADplus 2022 Update 97 must be installed.
A client must be enrolled in an existing episode and have a 'Treatment Plan' on file (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).
A user is defined that does not have read/write access to the 'Treatment Plan' form (User A).

Steps

Access the 'Registry Settings' form.
Enter "allow users access to all" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Select the "Allow Users Access To All Forms on NX 'All Documents' Widget" registry setting and click [OK].
Enter "Y" in the 'Registry Setting Value' field.
Click [Submit].
Validate a 'Registry Editor Filing' dialog.
Click [OK] and [No].
Select "Client A" and navigate to the 'All Documents' view.
Select 'All Forms'.
Select "Treatment Plan" in the 'Form Description' field.
Select a treatment plan and validate the plan displays in the 'Console Widget Viewer'.
Validate the 'Open' and 'Open Record' buttons are disabled.
Click [New Record].
Select "Treatment Plan" in the 'New Record' field.
Validate the 'Treatment Plan' form launches in [Read-only] mode.
Select the desired episode and click [Add].
Validate all fields are disabled in the 'Treatment Plan' form.
Close the form.

Topics

• Treatment Plan

AV-86638 Summary | Details

Avatar NX - Treatment Plan

Scenario 1: Treatment Plan - dragging and dropping library items

Specific Setup:

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

Steps

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

Scenario 2: Treatment Plan Copy - dragging and dropping library items

Specific Setup:

A client must be enrolled in an existing episode (Client A).
User must have Treatment Plan library that contains problems, goals, objectives, and interventions.
A copy must exist of the 'Treatment Plan' form (Treatment Plan Copy).

Steps

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

Topics

• NX • Treatment Plan

AV-86641 Summary | Details

Avatar NX - 'All Documents' Widget

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

All Documents Widget

Scenario 1: 'All Documents' widget - voided documents

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).
Two reasons must be defined for voiding documents (Reason A & Reason B).
There needs to be 3 users:
A user (User A) with full access to view voided documents and be logged in.
A user (User B) with access to view voided documents for "Reason A".
A user (User C) without access to view voided documents.
A client (Client A) must be enrolled in an existing episode with the following documents on file:
A document with "Reason A" to be voided (Document A).
A document with "Reason B" to be voided (Document B).

Steps

Select "Client A" and navigate to the 'All Documents' view.
Validate the voided documents are present.
Select "Document A" and validate it displays as expected in the 'Console Widget Viewer'.
Select "Document B" and validate it displays as expected in the 'Console Widget Viewer'.
Log out.
Login as "User B".
Select "Client A" and navigate to the 'All Documents' view.
Validate the voided document are present.
Select "Document A" and validate it displays as expected in the 'Console Widget Viewer'.
Validate "Document B" has a lock.
Select "Document B".
Validate "Document B" does not display in the 'Console Widget Viewer'.
Log out.
Login as "User C".
Select "Client A" and navigate to the 'All Documents' view.
Validate the voided document are both present with locks.
Try to select the documents.
Validate neither display in the 'Console Widget Viewer'.

Topics

• All Documents Widget • NX

AV-87141 Summary | Details

Avatar NX - Bed Management

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

Admission
Bed Management
Registry Settings (PM)

Scenario 1: Bed Management - validate the 'Specify Gender in Bed Management' registry setting

Specific Setup:

The 'Specify Gender in Bed Management' registry setting must be disabled.
The 'Room Sex Validation' registry setting must be set to "N".
The 'Allow Editing Charge Codes In Bed Management' registry setting must be enabled.
There must be three clients admitted in inpatient episodes:
One is a female (Client A).
One is a male (Client B).
One has an unknown gender (Client C).

Steps

Access the 'Bed Management' form.
Click [Bed Management].
Click [Search].
Validate the 'Search' panel displays.
Enter "Client A" in the 'Client' field.
Click [Search].
Validate the results display and double click on "Client A".
Validate "Client A" is grey.
Click [Close].
Select "Client A" and click [Edit].
Validate the 'Edit' panel displays.
Validate the 'Daily Charge Code' field contains the expected service codes.
Click [Cancel], [Close], and [Discard].
Access the 'Registry Settings' form.
Enter "Specify gender in bed" in the 'Limit Registry Settings to the Following Search Criteria' field.
Select "Yes" in the 'Include Hidden Registry Settings' field.
Click [View Registry Settings].
Enter "Y" in the 'Registry Setting Value' field.
Click [Submit].
Validate a 'Registry Editor Filing' dialog and click [OK].
Validate a 'Form Return' dialog and click [No].
Logout.
Login.
Access the 'Bed Management' form.
Click [Bed Management].
Click [Search].
Validate the 'Search' panel displays.
Enter "Client A" in the 'Client' field.
Click [Search].
Validate the results display and double click on "Client A".
Validate "Client A" is pink.
Click "Search" in the bottom left corner.
Enter "Client B" in the 'Client' field.
Click [Search].
Validate the results display and double click on "Client B".
Validate "Client B" is blue.
Click "Search" in the bottom left corner.
Enter "Client C" in the 'Client' field.
Click [Search].
Validate the results display and double click on "Client C".
Validate "Client C" is grey.
Click [Close], [Close], and [Discard].

Scenario 2: Bed Management - Validate the 'Room Sex Validation' registry setting

Specific Setup:

The 'Room Sex Validation' registry setting must be set to "N".
The 'Specify Gender in Bed Management' registry setting must be enabled.
There must be three clients:
A male client must be admitted in an inpatient episode (Client A).
A female client must be admitted in an inpatient episode (Client B).
A client with an unknown sex must be admitted in an inpatient episode (Client C).
"Client A", "Client B", and "Client C" are all admitted into the same unit and room (Room A).
A new room containing three beds must be created using the 'Maintain Hospital Bed File' form (Room B).

Steps

Access the 'Registry Settings' form.
Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field.
Select "Yes" in the 'Include Hidden Registry Settings' field.
Click [View Registry Settings].
Enter "E" in the 'Registry Setting Value' field.
Click [Submit].
Validate a 'Registry Editor Filing' dialog and click [OK] and [No].
Logout and back in.
Access the 'Bed Management' form.
Select "Unit A" in the 'Unit' field.
Click [Bed Management].
Expand [Room A].
Validate no errors display.
Select "Client A" and click [Switch].
Select an open bed in "Room B" and click [Switch].
Validate "Room B" is now blue and contains "Client A".
Select "Client B" and click [Switch].
Select an open bed in "Room B" and click [Switch].
Validate a 'Bed Switch Error' dialog stating: "Client is a female but there are patients in this room that are not. Select a different room." and click [OK].
Select "Client C" and click [Switch].
Select an open bed in "Room B" and click [Switch].
Validate a 'Bed Switch Error' dialog stating: "Client is a unknown but there are patients in this room that are not. Select a different room." and click [OK].
Validate "Room B" only contains "Client A".
Close the form.
Access the 'Registry Settings' form.
Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field.
Select "Yes" in the 'Include Hidden Registry Settings' field.
Click [View Registry Settings].
Enter "W" in the 'Registry Setting Value' field.
Click [Submit].
Validate a 'Registry Editor Filing' dialog and click [OK] and [No].
Logout and back in.
Access the 'Bed Management' form.
Select "Unit A" in the 'Unit' field.
Click [Bed Management].
Expand [Room A].
Validate no errors display.
Select "Client B" and click [Switch].
Select an open bed in "Room B" and click [Switch].
Validate a 'Room Sex Validation' dialog stating: "Client is a female but there are patients in this room that are not. Do you wish to continue?" and click [OK].
Validate "Room B" is no longer blue and contains "Client A" and "Client B".
Close the form.
Access the 'Registry Settings' form.
Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field.
Select "Yes" in the 'Include Hidden Registry Settings' field.
Click [View Registry Settings].
Enter "N" in the 'Registry Setting Value' field.
Click [Submit].
Validate a 'Registry Editor Filing' dialog and click [OK] and [No].
Logout and back in.
Access the 'Bed Management' form.
Select "Unit A" in the 'Unit' field.
Click [Bed Management].
Expand [Room A].
Validate no errors display.
Select "Client C" and click [Switch].
Select an open bed in "Room B" and click [Switch].
Validate "Room B" contains "Client A", "Client B", and "Client C".
Close the form.

Topics

• Admission • Bed Management • Maintain Hospital Bed File • NX • Registry Settings

AV-87215 Summary | Details

OE NX - Orders This Episode - Order Group Dialog

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 - Order Group - First Dose/Start Time Validation - Routine not One-Time-Only

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".
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' = "No".
'Times/24 Hours' = "2".
'Interval Frequency' = "No".
'Daily Administration' = "Daily".
'Hours of Administration' = "09:00 AM", "09:00 PM".
A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B)
'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.
2 pharmacy-type order codes must exist. (Order Code A) (Order Code B)
An order group (Order Group A) must be created with at least two pharmacy-type order codes where:
"Order Code A" has a default frequency of "Frequency Code A" and 'Default To Selected When Selecting Orders From Order Group' is checked.
"Order Code B" has a default frequency of "Frequency Code B" and 'Default To Selected When Selecting Orders From Order Group' is checked.
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 that "Order Code A" and "Order Code B" are selected by default.
Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form.
For "Order Code A":
Set the 'Dose' field to "1".
Set the 'Dose Unit' field to "Tablet".
Validate the 'Start Date' field is equal to "Today's Date".
Validate The 'Start Time' field is equal to "Current Time".
Set the 'Start Time' Field to "01:00 PM".
For "Order Code B":
Set the 'Dose' field to "1".
Set the 'Dose Unit' field to "Tablet".
Validate the 'First Dose Date' field is equal to "Today's Date".
Validate the 'First Dose Time' field is equal to "The current time rounded up to the nearest half hour or hour".
Press the checkbox to deselect "Order Code B".
Validate the 'Start Time' field for "Order Code A" is still "01:00PM".
Set the 'Order Group Start Time' to "02:00 PM".
Set the 'Order Group Start Date' to "T+2".
Validate the 'Start Date' for "Order Code A" is "T+2".
Validate the 'Start Date' for "Order Code A" is "02:00 PM".
Press the checkbox to select "Order Code B".
Validate the 'First Dose Date/Time' fields for "Order Code B" are blank.
Validate the 'Start Date' for "Order Code A" is "T+2".
Validate the 'Start Time' for "Order Code A" is "02:00 PM".
Click [Add to Scratchpad].
Select "Order Code A" from the scratchpad.
Validate the 'Dose' field ="1".
Validate the 'Dose Unit' field = "Tablet".
Validate the 'Freq:' field = "Frequency Code A".
Validate the 'First Dose Date' field = "T+2".
Validate the 'First Dose Time' field = "09:00 PM".
Click [Remove from Scratchpad].
Select "Order Code B" from the scratchpad.
Validate the 'Dose' field ="1".
Validate the 'Dose Unit' field = "Tablet".
Validate the 'Freq:' field = "Frequency Code B".
Validate the 'First Dose Date' field = "".
Validate the 'First Dose Time' field = "".
Validate the 'Give Initial Dose Now' button is not selected.
Click [Remove from Scratchpad].

Scenario 2: OE NX - Order Group - First Dose/Start Time Validation - One-Time-Only

Specific Setup:

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 frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B)
'Routine or PRN(As Needed) = "Routine".
'One Time Only' = "No".
'Times/24 Hours' = "2".
'Interval Frequency' = "No".
'Daily Administration' = "Daily".
'Hours of Administration' = "09:00 AM", "09:00 PM".
2 pharmacy-type order codes must exist. (Order Code A) (Order Code B)
An order group (Order Group A) must be created with at least two pharmacy-type order codes where:
"Order Code A" has a default frequency of "Frequency Code A" and 'Default To Selected When Selecting Orders From Order Group' is checked.
"Order Code B" has a default frequency of "Frequency Code B" and 'Default To Selected When Selecting Orders From Order Group' is checked.

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 that "Order Code A" and "Order Code B" are selected by default.
Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form.
For "Order Code A":
Set the 'Dose' field to "1".
Set the 'Dose Unit' field to "Tablet".
Validate the 'First Dose Date' field is equal to "Tomorrow's date".
Validate The 'First Dose Time' field is equal to "08:00 AM".
Set the 'Start Time' Field to "12:00 PM".
Uncheck the 2nd checkbox to deselect "Order Code B".
Validate the 'First Dose Time' field is still "12:00 PM" for the "Order Code A".
Click [Add to Scratchpad] and then select "Order Code A".
For "Order Code A":
Validate the 'Dose' field is equal "1".
Validate the 'Dose Unit' field is equal to "Tablet".
Validate the 'First Dose Date' field is equal to "Tomorrow's date".
Validate The 'First Dose Time' field is equal to "12:00 PM".
Validate the 'Start Date' field is disabled and equal to the 'First Dose Date' field.
Validate the 'Start Time' field is disabled and equal to the 'First Dose Time' field.
Click [Sign].
Navigate to the 'eMAR' tab and then set the 'Administration Date' field to "T+1".
Validate an order for "Prilosec" is shown in the 'Order grid' with an administration time of "1200" under tomorrow's date.

Topics

• NX • Order Entry Console

AV-87263 Summary | Details

Bed Management - Service Codes

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

Admission
Bed Management
Registry Settings (PM)

Scenario 1: Bed Management - validate the 'Specify Gender in Bed Management' registry setting

Specific Setup:

The 'Specify Gender in Bed Management' registry setting must be disabled.
The 'Room Sex Validation' registry setting must be set to "N".
The 'Allow Editing Charge Codes In Bed Management' registry setting must be enabled.
There must be three clients admitted in inpatient episodes:
One is a female (Client A).
One is a male (Client B).
One has an unknown gender (Client C).

Steps

Access the 'Bed Management' form.
Click [Bed Management].
Click [Search].
Validate the 'Search' panel displays.
Enter "Client A" in the 'Client' field.
Click [Search].
Validate the results display and double click on "Client A".
Validate "Client A" is grey.
Click [Close].
Select "Client A" and click [Edit].
Validate the 'Edit' panel displays.
Validate the 'Daily Charge Code' field contains the expected service codes.
Click [Cancel], [Close], and [Discard].
Access the 'Registry Settings' form.
Enter "Specify gender in bed" in the 'Limit Registry Settings to the Following Search Criteria' field.
Select "Yes" in the 'Include Hidden Registry Settings' field.
Click [View Registry Settings].
Enter "Y" in the 'Registry Setting Value' field.
Click [Submit].
Validate a 'Registry Editor Filing' dialog and click [OK].
Validate a 'Form Return' dialog and click [No].
Logout.
Login.
Access the 'Bed Management' form.
Click [Bed Management].
Click [Search].
Validate the 'Search' panel displays.
Enter "Client A" in the 'Client' field.
Click [Search].
Validate the results display and double click on "Client A".
Validate "Client A" is pink.
Click "Search" in the bottom left corner.
Enter "Client B" in the 'Client' field.
Click [Search].
Validate the results display and double click on "Client B".
Validate "Client B" is blue.
Click "Search" in the bottom left corner.
Enter "Client C" in the 'Client' field.
Click [Search].
Validate the results display and double click on "Client C".
Validate "Client C" is grey.
Click [Close], [Close], and [Discard].

Scenario 2: Bed Management - Validate the 'Room Sex Validation' registry setting

Specific Setup:

The 'Room Sex Validation' registry setting must be set to "N".
The 'Specify Gender in Bed Management' registry setting must be enabled.
There must be three clients:
A male client must be admitted in an inpatient episode (Client A).
A female client must be admitted in an inpatient episode (Client B).
A client with an unknown sex must be admitted in an inpatient episode (Client C).
"Client A", "Client B", and "Client C" are all admitted into the same unit and room (Room A).
A new room containing three beds must be created using the 'Maintain Hospital Bed File' form (Room B).

Steps

Access the 'Registry Settings' form.
Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field.
Select "Yes" in the 'Include Hidden Registry Settings' field.
Click [View Registry Settings].
Enter "E" in the 'Registry Setting Value' field.
Click [Submit].
Validate a 'Registry Editor Filing' dialog and click [OK] and [No].
Logout and back in.
Access the 'Bed Management' form.
Select "Unit A" in the 'Unit' field.
Click [Bed Management].
Expand [Room A].
Validate no errors display.
Select "Client A" and click [Switch].
Select an open bed in "Room B" and click [Switch].
Validate "Room B" is now blue and contains "Client A".
Select "Client B" and click [Switch].
Select an open bed in "Room B" and click [Switch].
Validate a 'Bed Switch Error' dialog stating: "Client is a female but there are patients in this room that are not. Select a different room." and click [OK].
Select "Client C" and click [Switch].
Select an open bed in "Room B" and click [Switch].
Validate a 'Bed Switch Error' dialog stating: "Client is a unknown but there are patients in this room that are not. Select a different room." and click [OK].
Validate "Room B" only contains "Client A".
Close the form.
Access the 'Registry Settings' form.
Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field.
Select "Yes" in the 'Include Hidden Registry Settings' field.
Click [View Registry Settings].
Enter "W" in the 'Registry Setting Value' field.
Click [Submit].
Validate a 'Registry Editor Filing' dialog and click [OK] and [No].
Logout and back in.
Access the 'Bed Management' form.
Select "Unit A" in the 'Unit' field.
Click [Bed Management].
Expand [Room A].
Validate no errors display.
Select "Client B" and click [Switch].
Select an open bed in "Room B" and click [Switch].
Validate a 'Room Sex Validation' dialog stating: "Client is a female but there are patients in this room that are not. Do you wish to continue?" and click [OK].
Validate "Room B" is no longer blue and contains "Client A" and "Client B".
Close the form.
Access the 'Registry Settings' form.
Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field.
Select "Yes" in the 'Include Hidden Registry Settings' field.
Click [View Registry Settings].
Enter "N" in the 'Registry Setting Value' field.
Click [Submit].
Validate a 'Registry Editor Filing' dialog and click [OK] and [No].
Logout and back in.
Access the 'Bed Management' form.
Select "Unit A" in the 'Unit' field.
Click [Bed Management].
Expand [Room A].
Validate no errors display.
Select "Client C" and click [Switch].
Select an open bed in "Room B" and click [Switch].
Validate "Room B" contains "Client A", "Client B", and "Client C".
Close the form.

Topics

• Admission • Bed Management • Maintain Hospital Bed File • NX • Registry Settings

AV-87368 Summary | Details

OE NX - Orders This Episode - Order Groups with orders containing one-time-only Frequency codes

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

Frequency Code Setup
Order Group Setup
Orders This Episode

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

Specific Setup:

A frequency code must exist that is configured as follows:(Frequency Code A)
'Routine or PRN(As Needed)' is set to "Routine"
'One Time Only' is set to "Yes"
'Interval Frequency' is set to "No"
'Daily Administration' is set to "Not Daily"
'Days Administered' has "Tuesday", "Thursday", and "Saturday" checked.
'Times/24 Hours' is set to "1"
"08:00" is checked in the 'AM(06:00-11:30 AM) field under 'Hours of Administration (Check appropriate hours of administration, if any).
An order group must exist that contains the following orders: (Order Group A)
A pharmacy-type order code (Order Code A) with a 'Frequency Code' set to "Frequency Code A".
A pharmacy-type order code (Order Code B) with a 'Frequency Code' set to "TWICE A DAY", which is "Daily" and has 'Scheduled Hours of Administration' of "09:00 AM" and "09:00 PM".
A client must have and active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Validate the 'Order Group' dialog is displayed and contains "Order Code A" and "Order Code B".
Validate that neither order is selected.
Select "Order Code B".
Set the 'Dose' field to "1".
Select "Tablet" in the 'Dose Unit' field.
Validate the 'Freq' field contains "TWICE A DAY".
Set the '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 - First Dose/Start Time Validation - Routine not One-Time-Only

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".
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' = "No".
'Times/24 Hours' = "2".
'Interval Frequency' = "No".
'Daily Administration' = "Daily".
'Hours of Administration' = "09:00 AM", "09:00 PM".
A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B)
'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.
2 pharmacy-type order codes must exist. (Order Code A) (Order Code B)
An order group (Order Group A) must be created with at least two pharmacy-type order codes where:
"Order Code A" has a default frequency of "Frequency Code A" and 'Default To Selected When Selecting Orders From Order Group' is checked.
"Order Code B" has a default frequency of "Frequency Code B" and 'Default To Selected When Selecting Orders From Order Group' is checked.
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 that "Order Code A" and "Order Code B" are selected by default.
Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form.
For "Order Code A":
Set the 'Dose' field to "1".
Set the 'Dose Unit' field to "Tablet".
Validate the 'Start Date' field is equal to "Today's Date".
Validate The 'Start Time' field is equal to "Current Time".
Set the 'Start Time' Field to "01:00 PM".
For "Order Code B":
Set the 'Dose' field to "1".
Set the 'Dose Unit' field to "Tablet".
Validate the 'First Dose Date' field is equal to "Today's Date".
Validate the 'First Dose Time' field is equal to "The current time rounded up to the nearest half hour or hour".
Press the checkbox to deselect "Order Code B".
Validate the 'Start Time' field for "Order Code A" is still "01:00PM".
Set the 'Order Group Start Time' to "02:00 PM".
Set the 'Order Group Start Date' to "T+2".
Validate the 'Start Date' for "Order Code A" is "T+2".
Validate the 'Start Date' for "Order Code A" is "02:00 PM".
Press the checkbox to select "Order Code B".
Validate the 'First Dose Date/Time' fields for "Order Code B" are blank.
Validate the 'Start Date' for "Order Code A" is "T+2".
Validate the 'Start Time' for "Order Code A" is "02:00 PM".
Click [Add to Scratchpad].
Select "Order Code A" from the scratchpad.
Validate the 'Dose' field ="1".
Validate the 'Dose Unit' field = "Tablet".
Validate the 'Freq:' field = "Frequency Code A".
Validate the 'First Dose Date' field = "T+2".
Validate the 'First Dose Time' field = "09:00 PM".
Click [Remove from Scratchpad].
Select "Order Code B" from the scratchpad.
Validate the 'Dose' field ="1".
Validate the 'Dose Unit' field = "Tablet".
Validate the 'Freq:' field = "Frequency Code B".
Validate the 'First Dose Date' field = "".
Validate the 'First Dose Time' field = "".
Validate the 'Give Initial Dose Now' button is not selected.
Click [Remove from Scratchpad].

Scenario 3: myAvatar - Order Group Start Date - One Time Only Orders

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”.
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 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' = "".
A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B)
'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 frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code C)
'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".
3 pharmacy-type order codes must exist. (Order Code A) (Order Code B) (Order Code C)
An order group (Order Group A) must be created with at least three pharmacy-type order codes where:
"Order Code A" has a default frequency of "Frequency Code A".
"Order Code B" has a default frequency of "Frequency Code B".
"Order Code C" has a default frequency of "Frequency Code C".
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", "Order Code B" and "Order Code C" and click [Select All].
Validate the following for "Order Code A":
'Frequency' = "Frequency Code A".
'First Dose Date/Time' fields are not required.
'First Dose Date' = no value.
'First Dose Time' = no value.
Validate the following for "Order Code B":
'Frequency' = "Frequency Code B".
'First Dose Date/Time' fields are not required.
'First Dose Date' = "Tomorrow".
'First Dose Time' = "08:00 AM".
Validate the following for "Order Code C":
'Frequency' = "Frequency Code C".
'First Dose Date/Time' fields are not required.
'First Dose Date' = "Current date".
'First Dose Time' = "Current time rounded to the nearest half hour or hour".
Set the 'Order Group Start Time' field to "Current time rounded up to the nearest half hour or hour + 30 minutes".
Validate the following for "Order Code A":
'Frequency' = "Frequency Code A".
'First Dose Date/Time' fields are not required.
'First Dose Date' = no value.
'First Dose Time' = no value.
Validate the following for "Order Code B":
'Frequency' = "Frequency Code B".
'First Dose Date/Time' fields are not required.
'First Dose Date' = "Tomorrow".
'First Dose Time' = "08:00 AM".
Validate the following for "Order Code C":
'Frequency' = "Frequency Code C".
'First Dose Date/Time' fields are not required.
'First Dose Date' = "Current date".
'First Dose Time' = "Order Group Start Time".
Set the 'Order Group Start Date' field to "T+1".
Validate a 'Warning!' message pops up stating "The 'First Dose Date/Time' fields were cleared for the following order, which had previously defaulted to 'Give Initial Dose Now', because the 'Order Group Start Date/Time' was changed by more than 60 minutes from the current date/time, exceeding the maximum amount allowed to still be considered "Now": "Order Code C".
Click [OK].
Validate the following for "Order Code A":
'Frequency' = "Frequency Code A".
'First Dose Date/Time' fields are not required.
'First Dose Date' = no value.
'First Dose Time' = no value.
Validate the following for "Order Code B":
'Frequency' = "Frequency Code B".
'First Dose Date/Time' fields are not required.
'First Dose Date' = "T+2".
'First Dose Time' = "08:00 AM".
Validate the following for "Order Code C":
'Frequency' = "Frequency Code C".
'First Dose Date/Time' fields are not required.
'First Dose Date' = no value.
'First Dose Time' = no value.
Click [Add to Scratchpad].
Select "Order Code A" from the scratchpad.
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Validate the 'First Dose Date/Time' fields are not required and blank.
Set the 'Duration' field to "1" and click [Days].
Validate the 'Start Date' field is equal to "Tomorrow".
Validate the 'Start Time' field is equal to the set 'Order Group Start Time' field.
Click [Update Order].
Select "Order Code B" from the scratchpad.
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Validate the 'First Dose Date/Time' fields are not required.
Validate the 'First Dose Date' field is equal to "T=2".
Validate the 'First Dose Time' field is equal to "08:00 AM".
Set the 'Duration' field to "1" and click [Days].
Validate the 'Start Date' field is equal to the 'First Dose Date' field.
Validate the 'Start Time' field is equal to the 'First Dose Time' field.
Click [Update Order].
Select "Order Code C" from the scratchpad.
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Validate the 'First Dose Date/Time' fields are not required and blank.
Validate the 'Give Initial Dose Now' button is not selected.
Set the 'Duration' field to "1" and click [Days].
Validate the 'Start Date' field is "Tomorrow".
Validate the 'Start Time' field is equal to the set 'Order Group Start Time' field.
Click [Update Order].
Click [Sign].
Validate all 3 orders show in the 'Order grid'.

Topics

• NX • Order Entry Console

AV-87516 Summary | Details

Avatar NX - User IP Address

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

Crystal Report Viewer
Event Log Report

Scenario 1: Event Log Report - 'All' Event Types and Categories

Specific Setup:

The logged in user must have made their user in the 'User Definition' form (User A).

Steps

Access the 'Event Log Report' form.
Enter the current date in the 'Start Date' and 'End Date' fields.
Enter the desired value in the 'Start Time' field to include the event in the setup.
Click [End Time - Current Time].
Select "All Event Types" in the 'All Event Types or Selected' field.
Select "All Categories" in the 'All Categories or Selected' field.
Select "Ascending" in the 'Data Sort' field.
Click [View Event Log].
Validate the report opens up in a new window.
Click 'Events Sorted By User ID'.
Validate the report displays as expected and is filtered by User ID.
Validate the 'IP Address' field is populated with the user's IP Address.
Close the report and the form.

Topics

• NX • Query/Reporting

AV-87881 Summary | Details

OE NX - One Time Only - First Dose Date and Time - Copy and Modify

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 Group Setup
Avatar eMAR
Order Entry Console - My Favorites

Scenario 1: OE NX - Orders this Episode - Copy, Modify, and Reorder with Diagnosis

Specific Setup:

A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "ADDERALL 10 MG TABLET ORAL (Schedule II)" from the 'New Order' field.
Set the 'Dose' field to "2".
Validate the 'Dose Unit' field is equal to "Tablet".
Select "TWICE A DAY" from the 'Freq' field.
Set the 'Duration' field to "28" and click [Days].
Set the 'Start Date' field to "t-27".
Set the 'Start Time' field to the current time.
Validate the 'Dispense Qty' field is equal to "112".
Select "Tablet" from the 'Dispense Qty Unit' field.
Validate the 'Earliest Fill Date' field is equal to the current date.
Search for and select "Anger" from the 'Diagnosis' field.
Click [Add to Scratchpad] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Select 'None in the 'Output' field and click [Sign].
Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Copy].
Validate the 'Diagnosis' field is equal to "Anger".
Click [Refresh Orders].
Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Modify].
Validate the 'Diagnosis' field is equal to "Anger".
Click [Refresh Orders].
Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Reorder].
Validate the 'Diagnosis' field is equal to "Anger".

Scenario 2: OE NX - Orders This Episode - Renew

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.
Create a pharmacy-type order. (Order A)
Select "Order A" from the 'Order grid' field and click [Renew].
Set the 'New Stop Date' field to be prior to the 'Effective Renew Date' field.
Validate a message is displayed stating "The new stop date/time cannot be before the effective renew date/time" and click [OK].
Set the 'New Stop Date' field equal to "Today" and the 'New Stop Time' field prior to the 'Effective Renew Time' field.
Validate a message is displayed stating "The new stop date/time cannot be before the effective renew date/time" and click [OK].
Set the 'Renew' field to "58" and click [Days].
Validate the 'Current Stop Date' field contains the current date.
Validate the 'New Stop Date' contains a date "58" days in the future from current date.
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains the order with a 'Stop Date' that is "58" days in the future from current date.

Scenario 3: 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 4: 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 5: 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 that 'Give Initial Dose Now' [Yes] is selected and that 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 one of the orders for "Order Code A" from the 'Order grid' and click [Modify].
Validate that 'Give Initial Dose Now' [Yes] is pressed.
Click [Add to Scratchpad] and [Sign].

Scenario 6: 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 7: 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 8: 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 9: 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 10: 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 11: 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 12: 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 13: 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 14: 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 15: 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 16: OE NX - 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 17: 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 18: 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 19: 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 20: 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.

Scenario 21: OE NX - Order Group - Unscheduled One Time Only - Default to selected

Specific Setup:

An order group (Order Group A) must exist with at least two pharmacy-type order codes where:
The first order code does not default to selected in the 'Order Group Dialog'. (Order Code A)
The second order code must default to selected, have a default one time only frequency code that does not default to 'Give Initial Dose Now', and have a default duration. (Order Code B)
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".
Validate that the 'Order Group' dialog is displayed and that "Order Code B" is selected by default and that the 'Freq' and 'Duration' fields are defaulted from 'Order Group Setup'.
Populate the 'Dose' and 'Dose Unit' fields.
Select "Order Code A" and populate all fields and click [Add to Scratchpad] and [Sign]
Validate the orders display in the 'Order grid'.

Topics

• Diagnosis • NX • Order Entry Console

AV-87928 Summary | Details

Avatar NX - Performance Improvements

Scenario 1: Progress Notes (Group and Individual) - File an independent note

Specific Setup:

A client must be enrolled in an existing episode (Client A).
'Progress Notes (Group and Individual)' must have document routing enabled.
A practitioner must be associated with the logged in user (Practitioner A).

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" and the desired episode.
Select "Independent Note" in the 'Progress Note For' field.
Select a note type from the 'Note Type' field.
Enter any value in the 'Notes' field.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note]
Validate the document is displayed as expected and click [Accept]
Enter the password associated with the logged in user and click [Verify].
Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
Validate the 'Select Client' field is blank.
Close the form.

Scenario 2: Validate "Clinical Document Viewer" documents - Entity type "Staff"

Specific Setup:

Have any modeled form set up for staff entity type (Form A).
"Form A" must have document routing enabled.
The logged in user must have an associated practitioner with no documents on file in the 'Clinical Document Viewer' (Practitioner A).

Steps

Access "Form A".
Select "Practitioner A" in the 'Select Staff' field.
Populate the fields.
Select "Final" from the "Draft/Final" field.
Validate a dialog stating: "Selecting "Final" prevents future edits." and click [OK].
Click [Submit].
Validate the "Confirm Document" dialog contains the expected data.
Click [Sign].
Enter the associated password and click [Verify].
Validate the form closes.
Access the 'Clinical Document Viewer' form.
Select "Staff" from the 'Select Type:' field.
Select "Individual" from the 'Select All or Individual Staff' field.
Select "Practitioner A" in the 'Select Staff' field.
Click [Process].
Locate and select the document that was saved in the previous steps.
Click [View].
Validate the document displays as expected.
Click [Search].
Enter the current date in the 'Start:' and 'End:' fields.
Click [Process].
Validate the expected results display.
Click [Search].
Enter a date prior to the current date in the 'Start:' and 'End:' fields.
Click [Process].
Validate no results display.
Click [Search] and [Close].

Scenario 3: Financial Eligibility - Add/Edit/Delete financial eligibility record

Specific Setup:

Guarantor/Payors:
An existing guarantor is identified. Note the guarantor code/name.
Admission:
A new client is created or an existing client is identified who does not have 'Fast Financial Eligibility', 'Family Financial Eligibility', 'Financial Eligibility', or 'Cross Episode Financial Eligibility' records created (Client A).

Steps

Select "Client A" and open the 'Financial Eligibility' form.
Validate the 'Admission Date', 'Episode Number', 'Program', and 'Social Security Number' fields are populated, disabled, and readable.
Select the 'Guarantor Selection' tab.
Validate the 'Guarantor Information' grid is required.
Validate the 'Guarantor #' field is required.
Select any value from the 'Guarantor #' field.
Validate the 'Guarantor Plan' field is required.
Select any value from the 'Guarantor Plan' field.
Validate the 'Customize Guarantor Plan' field is required.
Select any value from the 'Customize Guarantor Plan' field.
Validate the 'Eligibility Verified' field is required.
Select any value from the 'Eligibility Verified' field.
Validate the 'Coverage Effective Date' field is required.
Set the 'Coverage Effective Date' field to any value.
Validate the 'Client's Relationship To Subscriber' field is required.
Select "Self" from the 'Client's Relationship To Subscriber' field.
Validate the 'Subscriber's Name', the 'Subscriber's Address - Street Line 1', the 'Subscriber Address - Zip', the 'Subscriber Address - City', the 'Subscriber Address - State', the 'Subscriber's Social Security #', and the 'Subscriber Sex' fields are required and populate with "Client A".
Tab down until the 'Subscriber Address - County' field is in focus.
Press the 'space' key.
Validate the search field is in focus.
Enter any value and validate the expected search results display.
Click the 'Subscriber Address - County' field so it is in focus again.
Press any letter and validate the expected result displays.
Validate the 'Subscriber Assignment Of Benefits' field is required.
Select any value from 'Subscriber Assignment Of Benefits' field.
Validate the 'Subscriber Release of Info' field is required.
Select any value from the 'Subscriber Release of Info' field.
Validate the 'Subscriber's Covered Days' field is required.
Validate the 'Maximum Covered Dollars' field is required.
Select the 'Financial Eligibility' tab.
Select the Guarantor previously defined in the 'Guarantor #1' field.
Click [Submit].
Select "Client A" and open the 'Financial Eligibility' form.
Edit the financial eligibility record that was entered.
Validate the data entered is retrieved and displayed.
Click [Add New Item].
Validate that a new blank row is added.
Click [Delete Selected Item].
Validate the "Are you Sure?" dialogue.
Click [Yes].
Validate that the blank row is deleted successfully.
Exit the form.

Scenario 4: Avatar NX - "View Definition" functionality validations

Specific Setup:

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

Steps

Access the 'View Definition' form.
Click [Select View].
Select "View A" in the 'Select Views' field.
Click [Launch View Designer].
Validate the widgets display as expected.
Drag and drop widgets between the 'Available Widgets' and 'Assigned Widgets' columns.
Validate widgets are moved as expected.
Drag and drop a widget from the 'Assigned Widgets' and the widget layout view area.
Validate the widget is moved successfully.
Click [Include Client Information header in view].
Click [Submit] and submit the form.
From the 'myDay' view, navigate to "View B" and click back to "View A".
Validate the 'Client Information' header is aligned with the widgets.
Close the sidebar.
Validate the view resizes and the 'Client Information' header aligns with the widgets.
Open the sidebar.
Validate the view resizes and the 'Client Information' header aligns with the widgets.
Select the 'My Activity' menu.
Select the 'Customize Toggle' button so that it is enabled.
Validate the view resizes and the 'Client Information' header aligns with the widgets.
Validate the fields inside the widgets are disabled and cannot be interacted with.
Select the 'View/Add Widgets' tab and click [Reload View] and [Yes].
Validate layout reflects changes done in the 'View Definition' form.
While in 'Customize View', remove one or more widgets from the view.
From the right side panel, drag-and-drop them back to the layout.
Validate the widget is returned to the layout as expected.
Select "View B" and validate the 'Customize Toggle' is disabled.
Select the 'Customize Toggle' button to ensure it is still disabled.
Verify the 'Reload Menu' button exists.
Close the menu.
Validate the view resizes and the 'Client Information' header aligns with the widgets.

Topics

• Document Routing • Financial Eligibility • NX • Progress Notes (Group And Individual) • View Definition • Widgets

AV-88240 Summary | Details

OE NX - Non-Pharmacy Orders with One Time Only Frequency

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

Avatar eMAR
Dictionary Update (CWS)
Orders This Episode
Frequency Code Setup
Order Group Setup

Scenario 1: OE NX - Non-Pharmacy Order with One-Time-Only Frequency - Default to '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 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' = "Yes"
A therapy 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" in the 'New Order' field.
Set the 'Frequency' field to "Frequency Code A".
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Set the 'Duration' field to any value and click [Days].
Set the 'Start Date' field to tomorrow's date.
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A".
Select the 'eMAR' widget.
Click the 'All Other Order Types' tab.
Set the 'Administration Date' field to tomorrow's date.
Validate the order for "Order Code A" is displayed with no scheduled hours of administration.

Scenario 2: OE NX - Order Group - Non-Pharmacy Order with One-Time-Only Frequency - Default to '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 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 therapy 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.
Validate that "Order Code A" is selected by default.
Validate the 'Frequency' field contains "Frequency Code A".
Validate the 'Start Date/Time' fields are enabled and contain the current date and the current time.
Set the 'Duration' field to any value and click [Days].
Click [Custom] next to 'Frequency' and set the 1st 'Scheduled Administration Time' field to "1400" and click [Save].
Click [Add to Scratchpad].
Select "Order Code A" in the 'Scratchpad'.
Validate the 'Start Date/Time' fields are enabled and contain the current date and time.
Click [Sign].
Validate the 'Order grid' contains an order for "Order Code A".

Scenario 3: OE NX - Non-Pharmacy - 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 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 exist that is "Routine" and has administration hours of "09:00 AM" and "09:00 PM". (Frequency Code A)
A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B)
'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 therapy 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" in the 'New Order' field.
Set the 'Frequency' field to "Frequency Code A".
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Set the 'Frequency' field to "Frequency Code B".
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Set the 'Duration' field to any value and click [Days].
Click the [Star] next to 'My Favorites'.
Click [Refresh Orders].
Click 'My Favorites', select "Order Code A", and click [Add to Scratchpad].
Select the order in the 'Scratchpad'.
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Click [Sign].
Validate the 'Order grid' contains the order for "Order Code A".

Topics

• NX • Order Entry Console

AV-82254 Summary \| Details Avatar NX - Scheduling Calendar Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission (Outpatient) Scheduling Calendar Scenario 1: 'Scheduling Calendar' - Add New Appointment Specific Setup: A client is enrolled in an existing episode (Client A). A practitioner must be defined with hours for scheduling (Practitioner A). The logged in user must have access to the 'Registry Settings' form. The 'Disable Scheduling Calendar Auto-Refresh' registry setting must be enabled. Steps Access the 'Scheduling Calendar' form. Right click in any available time slot for "Practitioner A" and click [Add Appointment]. Select "Client A" in the 'Client' field. Select any service code in the 'Service Code' field. Validate the program and location field are populated. Click [Submit]. Validate the 'Appointment Grid' contains the appointment for "Client A". Right click on the appointment for "Client A" and select "Delete". Validate a 'Delete Appointment' dialog displays stating: "Are you sure?" Click [Yes]. Validate the 'Appointment Grid' updates and does not display the appointment for "Client A". Click [Dismiss]. Access the 'Registry Settings' form. Enter "Disable Scheduling Calendar Auto-Refresh" in the 'Limit Registry Setting to the Following Search Criteria' field. Select "Yes" in the 'Include Hidden Registry Settings' field. Click [View Registry Settings]. Enter "N" in the 'Registry Setting Value' field. Click [Submit]. Validate a 'Registry Editor Filing' dialog and click [OK] and [No]. Access the 'Scheduling Calendar' form. Right click in any available time slot for "Practitioner A" and click [Add Appointment]. Select "Client A" in the 'Client' field. Select any service code in the 'Service Code' field. Validate the program and location field are populated. Click [Submit]. Validate the 'Appointment Grid' contains the appointment for "Client A". Right click on the appointment for "Client A" and select "Delete". Validate a 'Delete Appointment' dialog displays stating: "Are you sure?" Click [Yes]. Validate the 'Appointment Grid' updates and does not display the appointment for "Client A". Click [Dismiss]. Scenario 2: Scheduling Calendar - Add Individual/Group/Staff Recurring Appointments Specific Setup: A client must be enrolled in an existing episode (Client A). A group must be defined with two or more clients (Group A). A staff-only service code must be defined (STAFF). A practitioner must be defined with hours for scheduling (Practitioner A). Steps Access the 'Scheduling Calendar' form. Right click in any available time slot for "Practitioner A" and click [Add Appointment]. Select "Client A" in the 'Client' field. Select the desired individual service code in the 'Service Code' field. Select "Weekly" in the 'Recurrence Schedule' field. Select "No End" in the 'Recurrence Pattern' field. Click [Submit]. Validate the 'Appointment Grid' contains the individual appointment for "Client A". Right click in any available time slot for "Practitioner A" and click [Add Appointment]. Enter the desired group service code in the 'Service Code' field. Select "Group A" in the 'Group #' field. Select the desired location in the 'Location' field. Select the desired program in the 'Program' field. Select "Weekly" in the 'Recurrence Schedule' field. Select "No End" in the 'Recurrence Pattern' field. Click [Submit]. Validate the 'Appointment Grid' contains the individual appointment for "Client A" & the group appointment for "Group A". Right click in any available time slot for "Practitioner A" and click [Add Appointment]. Enter "STAFF" in the 'Service Code' field. Select the desired location in the 'Location' field. Select the desired program in the 'Program' field. Select "Weekly" in the 'Recurrence Schedule' field. Select "No End" in the 'Recurrence Pattern' field. Click [Submit]. Validate the 'Appointment Grid' contains the individual appointment for "Client A", the group appointment for "Group A", and the staff-only appointment for "Practitioner A". Select the "Month' view. Validate the weekly recurring appointments for "Client A", "Group A", and "Practitioner A" are displayed each week. Click [Dismiss].	Topics • NX • Registry Settings • Scheduling Calendar
AV-83187 Summary \| Details Treatment Plan - 'Date' fields Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan (Tree view) - Problems, Goals, Objectives, Interventions validations Specific Setup: Have a client enrolled in an active episode (Client A). Steps Select "Client A" and access the 'Treatment Plan' form. Populate all the required fields. Click [Launch Plan]. Click [Add New Problem]. Select any value in the 'Problem Code' field. Select “Active” in the ‘Status (Problem List)’ field. Enter the desired value in the 'Problem' field. Select "Active" in the 'Status' field. Enter the desired date in the 'Date Of Onset' field. Validate clicking in the whitespace next to the date field does not update the date. Use the arrows to update the date in the 'Date Of Onset' field and validate the date updates accordingly. Enter the desired date in the 'Date Opened' field. Validate clicking in the whitespace next to the date field does not update the date. Use the arrows to update the date in the 'Date Opened' field and validate the date updates accordingly. Enter the desired date in the 'Date Due' field. Validate clicking in the whitespace next to the date field does not update the date. Use the arrows to update the date in the 'Date Due' field and validate the date updates accordingly. Enter the desired date in the 'Date Closed' field. Validate clicking in the whitespace next to the date field does not update the date. Use the arrows to update the date in the 'Date Closed' field and validate the date updates accordingly. Add a goal, objective and intervention and repeat steps 1k-1s. Click the [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Select "Client A" and access the 'Treatment Plan' form. Select the treatment plan filed in the previous steps and click [Edit]. Validate all previously filed data is displayed. Close the form.	Topics • Treatment Plan
AV-83722 Summary \| Details Avatar NX - 'My To Do's' widget Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Escalate To Do Item Review To Do Item (PM) Send To Do Notification My To Do's Scenario 1: Avatar NX - Send To Do Notification - 'Escalate To Do Item' functionality Specific Setup: A client must be enrolled in an existing episode (Client A). There must be three users (User A, User B, and User C). All users must have the 'My To Do's' widget configured to the myDay view. "User A" must have sent a 'To Do' for "Client A" to "User B" using the 'Send To Do Notification' form. "User A" and "User C" are logged in. Steps As "User A", navigate to the 'My To Do's' widget. Validate there is a 'Send To Do Notification' To Do for "Client A" with the action of "Escalate To Do Item" in the 'Sent & Not Reviewed' field. Click [Escalate To Do Item]. Validate the 'Escalate To Do Item' form opens populated with the expected data in the 'To Do Information' field. Enter and select "User C" in the 'Select User' field. Click [Add User]. Validate the 'Send To' field contains "User C". Select the checkbox next to "User C". Enter the desired value in the 'Note' field. Click [Submit]. Validate a 'Send To Do' dialog stating: "To Do sent." and click [OK]. Close and reopen the 'My To Do's' widget. Validate there is an 'Escalate To Do Item' To Do for "Client A" in the 'Sent & Not Reviewed' field. Validate the action for this one is "Escalate To Do Item". Close the To Dos. Switch to "User C", validate a 'Confirm' dialog stating: "There are one or more new items within your Workflow Management To Do List." and click [OK]. Navigate to the 'My To Do's' widget and open it. Validate the escalated To Do for "Client A" is in the 'Additional ToDo's' field. Click [Review To Do Item]. Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data. Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Click [Submit]. Validate the To Do for "Client A" no longer displays. Close the To Dos. Log in as "User B". Navigate to the 'My To Do's' widget and open it. Validate the original 'Send To Do Notification' for "Client A" is in the 'Additional ToDos' field. Click [Review To Do Item]. Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data. Validate the 'Set To Do Item to Reviewed' and 'Notes To Sender' fields are required. Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Enter the desired value in the 'Notes To Sender' field. Click [Submit]. Validate the To Do for "Client A" no longer displays in the 'Additional ToDos'. Validate there is an 'Escalate To Do Item' To Do for "Client A" in the 'Sent & Not Reviewed' field. Validate the action for this one is "Escalate To Do Item". Close the To Dos. Switch to "User A" validate a 'Confirm' dialog stating: "There are one or more new items within your Workflow Management To Do List." and click [OK]. Navigate to the 'My To Do's' widget and open it. Validate a 'Review To Do Item' for "Client A" is in the 'Additional ToDos' field. Click [Review To Do Item]. Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data. Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Click [Submit]. Validate the To Do for "Client A" no longer displays. Close the To Dos. Switch to "User B" Navigate to the 'My To Do's' widget and open it. Validate the To Do for "Client A" no longer displays. Close the To Dos. Scenario 2: Avatar NX - Send To Do Notification - Functionality (Send & Review To Do sent to a "User") Specific Setup: A client must be enrolled in an existing episode (Client A). The data element "(20041) To Do Category" in the "User" file must be defined with one or more dictionary values in the 'Dictionary Update' form. There must be two users (User A and User B). "User A" must have access to the 'Send To Do Notification' form. Both users must have the 'My To Do's' widget on their myDay view and be logged in. Steps As "User A", access the 'Send To Do Notification' form. Select "Client A" in the 'Client' field. Select the desired value in the 'Priority' field. Select the desired value in the 'To Do Category' field. Enter the desired date in the 'Due Date' field. Enter the desired value in the 'To Do Message' field. Enter the desired value in the 'Detailed Message' field. Enter and select "User B" in the 'Select User' field. Click [Add User]. Validate the 'Send To' field contains "User B". Select the checkbox next to "User B". Select "Yes" in the 'Notify Sender When To Do Item Is Reviewed?' field. Click [File To Do]. Validate a 'Send To Do' dialog stating: "To Do sent." and click [OK]. Navigate to the 'My To Do's' widget and open it. Validate there is a 'Send To Do Notification' To Do for "Client A" in the 'Sent & Not Reviewed' field. Validate the action for this To Do is "Escalate To Do Item". Close the To Dos. Switch to "User B", validate a 'Confirm' dialog stating: "There are one or more new items within your Workflow Management To Do List." and click [OK]. Navigate to the 'My To Do's' widget and open it. Validate there is a 'Send To Do Notification' To Do for "Client A" in the 'Additional ToDos' field. Validate the action for this To Do is "Review To Do Item". Click [Review To Do Item]. Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data. Validate the 'Set To Do Item to Reviewed' and 'Notes To Sender' fields are required. Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Enter the desired value in the 'Notes To Sender' field. Click [Submit]. Validate the 'Additional ToDos' field does not contain a To Do for "Client A". Validate there is a To Do for "Client A" in the 'Sent & Not Reviewed' field. Validate the action for this To Do is "Escalate To Do Item". Close the To Dos. Switch to "User A" and open the 'My To Do's' widget. Validate there is a 'Review To Do Item' To Do for "Client A" in the 'Additional ToDos' field. Validate the action for this To Do is "Review To Do Item". Click [Review To Do Item]. Validate the 'Review To Do Item' form launches as expected and the 'To Do Information' is populated with the expected data. Select "Reviewed" in the 'Set To Do Item to Reviewed' field. Click [Submit]. Validate there are no To Do's left for "Client A". Switch to "User B" and open the 'My To Do's' widget. Validate there are no To Do's left for "Client A".	Topics • NX • ToDo's • Widgets
AV-83977 Summary \| Details Avatar NX - 'Group Registration' and 'Site Registration' forms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Group Registration Scenario 1: Group Registration - create a new group and add group members in 'Group Member Assignment' Steps Access the 'Group Registration' form. Enter any new value in the 'Select Group' field. Click [New Group]. Click [Yes] on the 'Auto Assign Next ID Number?' dialog. Validate the 'Group Registration' form is displayed with a form header containing: NEW APPOINTMENT GROUP FILE (ID#). Enter the desired value in the 'Group Name' field. Enter the desired date in the 'Group Registration Date' field. Populate any other required and desired fields. Click [Submit]. Access the 'Group Registration' form. Search for and select the group filed in the previous steps in the 'Select Group' dialog. Validate the 'Group Registration' form is displayed with all previously filed data. Validate the form header is displayed containing the value filed in the 'Group Name' field with the Group ID#. Close the form. Scenario 2: Site Registration - Add a site with hours of operation Steps Access the 'Site Registration' form. Enter any value in the 'Select Site' field (Site A). Click [New Site]. Validate a 'Site' dialog stating: "Auto Assign Next ID Number?" Click [Yes]. Validate the 'Site Registration' form is displayed with a form header containing: NEW SITE (ID#). Validate the 'Site Name' field contains "Site A". Enter the desired date in the 'Site Registration Date' field. Populate all other required and desired fields. Click [Submit]. Access the 'Site Registration' form. Search for and select "Site A" in the 'Select Site' dialog. Validate the 'Site Registration' form is displayed with all previously filed data. Validate the form header is displayed containing the value filed in the 'Site Name' field with the Site ID#. Close the form.	Topics • Group Registration • NX • Site Registration
AV-84124 Summary \| Details Avatar NX - Special Characters Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Progress Notes (Group and Individual) Treatment Plan Scenario 1: Avatar NX - Validate copy/paste functionality when the ability to replace special characters is enabled Specific Setup: Please note this is for Avatar NX systems. A client must be enrolled in an existing episode (Client A) Must have a word document that contains a special control character (Document A). Replacing special character with accepted characters must be enabled (this is the default setting). To disable this functionality, please contact your Netsmart Representative. Steps Select "Client A" and access the 'Treatment Plan' form. Select the desired episode and click [Add] if applicable. Copy the text from "Document A" . Press "Ctrl + V" in the 'Plan Name' field. Validate the special character is replaced. Highlight the text in "Document A". Drag the text into the 'Weaknesses' field. Validate the special character is replaced. Populate all required fields. Click [Launch Plan]. Click [Add New Problem]. Drag the text from "Document A" to the 'Problem' field. Validate the special character is replaced. Continue pasting into the desired text fields and validate the special character is replaced. Click [Return to Plan] and [OK]. Close the form. Access the 'Progress Notes (Group and Individual)' form undocked. Click the 'Notes Field'. Right-click and select 'Paste'. Validate the special character is replaced. Close the form.	Topics • NX • Progress Notes (Group And Individual) • Treatment Plan
AV-84710 Summary \| Details Avatar NX - Event Logic Scenario 1: User Modeled Form - Validate event logic in user modeled forms Specific Setup: A modeled form (Form A) is defined with the following fields: First form section contains: 'Date' field Multi-select dictionary field (Field A) with a value that has event logic to enable other fields when selected (Value A). Second form section contains: A field that becomes enabled/required when "Value A" is selected (Field B). A field that becomes enabled/required when "Value A" is selected (Field C). A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access "Form A". Enter the desired date in the 'Date' field. Select "Value A" in "Field A". Navigate to the second form section. Validate "Field B" is enabled and required. Enter the desired value in "Field B". Validate "Field C" is enabled and required. Enter the desired value in "Field C". Populate any other required and desired fields. Click [Submit]. Select "Client A" and access "Form A". Select the record filed in the previous steps and click [Edit]. Validate all previously filed data is displayed. Close the form.	Topics • Modeling • NX
AV-85201 Summary \| Details OE NX - Order Entry Console Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Scenario 1: OE NX - Orders This Episode - New Order (by Nurse who requires validation), Validation by Prescriber Specific Setup: The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured. Please log out of the application and log back in after completing the above configuration. Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require Validation (User B). A client must have an active episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "User A" must be logged into the application. Steps Select "Client A”. Validate the 'Header Episode' field contains "All Episodes". Select the most current episode from the 'Header Episode' field. Access the Order Entry Console and click 'Orders This Episode' tab. Make note of the number next to the "V" icon. Search for and select "Ritalin 5 MG Tablet Oral (Schedule II)" from the ‘New Order’ field. Populate all required fields and click [Add to Scratchpad]. Search for and select the staff member associated with "User B" in the ‘Ordering Practitioner' field. Click [Sign]. 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' and click [Sign]. Validate the ‘Order grid’ contains an order for "Ritalin” with an 'Order Status' of "Requires Validation". Log out of the application and log back in as "User B". Select "Client A”. Validate the 'Header Episode' field contains "All Episodes". Select the most recent active episode from the 'Header Episode' field. Access the Order Entry Console and click 'Orders This Episode' tab. Validate the number next to the "V" icon has increased by 1. Select the “Ritalin” order in the ‘Order grid’ and click [Validate]. Validate the 'Final Review' dialog is displayed. Select "None" in 'Output' and click [Sign]. Validate the 'Order grid' contains an order for "Ritalin" with a 'Status' of "Active". Validate the number next to the "V" icon has decreased by 1. Scenario 2: OE NX - Home Medications - Creating an order that requires validation and validating it via the V button Specific Setup: The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'. The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured. Please log out of and back into the application after the above configuration has been completed. Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require validation (User B). A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client C) “Client C” 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. "User A" must be logged into the application. Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Take note of the number next to the "V" button. Uncheck the 'Client Reported' checkbox. Search for and select the staff member associated with "User B" in the 'Ordering Practitioner' field. Search for and select any value in the 'Program' field. Search for and select "Ambien 5 MG ORAL Tablet (Schedule IV)" in the 'New Order' field. Populate all required fields. Click [Add to Scratchpad]. Search for and select the staff member associated with "User B". Click [Final Review]. Validate the 'Final Review' dialog is displayed. Validate the 'Order Details' column contains all the order details pertaining to the order being created. Validate "Pending" is selected in 'Output' and click [Sign]. Validate the 'Order grid' contains the order for "Ambien". Log out of the application and log into the application as "User B". Select "Client C" and access the Order Entry Console. Validate the 'Header Episode' field contains "All Episodes". Select the 'Home Medications' tab. Validate the number next to the 'V' button contains a number that has increased by 1. Click the 'V' button. Select the row for "Client A" and click [Validate]. Validate the 'Order grid' contains and order for "Ambien 5 MG ORAL Tablet". Select the order and click [Validate]. Validate the 'Final Review' dialog is displayed. Select "None" in 'Output' and click [Sign]. Select "Active" in the 'Status' field. Validate the 'Order grid' contains an order for "Ambien 5 MG ORAL Tablet" with an 'Order Status" of "Active". Validate the 'V' button contains a number next to it that is 1 less.	Topics • NX • Order Entry Console
AV-85651 Summary \| Details Avatar NX - 'Open Incident' form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Open Incident Scenario 1: Open Incident - Add/Edit Incident Steps Access the 'Open Incident' form. Enter any new value in the 'Select Incident' field. Click [New Incident]. Click [Yes] on the 'Auto Assign Next ID Number?' dialog. Validate the 'Open Incident' form is displayed with a form header containing: NEW INCIDENT FILE (ID#). Enter the desired value in the 'Brief Incident Description' field. Enter the desired date in the 'Date Incident Occurred' and 'Date Incident Reported' fields. Enter the desired time in the 'Time Completed' field. Populate any other required and desired fields. Click [Submit]. Access the 'Open Incident' form. Search for and select the incident filed in the previous steps in the 'Select Incident' dialog. Validate the 'Open Incident' form is displayed with all previously filed data. Validate the form header is displayed containing the value filed in the 'Brief Incident Description' field with the Incident ID#. Close the form.	Topics • NX • Open Incident
AV-85689 Summary \| Details Avatar NX - User Modeled Assessment Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Health Maintenance Scenario 1: User Modeled Assessment - Validate form launches Specific Setup: A modeled assessment (Form A) is defined with the following fields: 'Date' field A form launch event to launch the 'Client Health Maintenance' form (Field A) A client must be enrolled in an existing episode (Client A). Steps Select "Client A" and access "Form A". Enter the desired date in the 'Date' field. Select "Yes" for "Field A". Validate a 'Form Launch Event' dialog stating: "Open Client Health Maintenance Form?" Click [OK]. Validate the 'Client Health Maintenance' form opens and displays as expected. Close the form. Populate any other required and desired fields. Click [Submit]. Select "Client A" and access "Form A". Select the record filed in the previous steps and click [Edit]. Validate all previously filed data is displayed. Close the form.	Topics • Modeling • NX
AV-85886 Summary \| Details OE NX - Order Groups - Start Date/Time for non pharmacy-type orders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Dictionary Update (CWS) Orders This Episode Frequency Code Setup Order Group Setup Scenario 1: OE NX - Non-Pharmacy Order with One-Time-Only Frequency - Default to '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 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' = "Yes" A therapy 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" in the 'New Order' field. Set the 'Frequency' field to "Frequency Code A". Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Set the 'Duration' field to any value and click [Days]. Set the 'Start Date' field to tomorrow's date. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Select the 'eMAR' widget. Click the 'All Other Order Types' tab. Set the 'Administration Date' field to tomorrow's date. Validate the order for "Order Code A" is displayed with no scheduled hours of administration. Scenario 2: OE NX - Order Group - Non-Pharmacy Order with One-Time-Only Frequency - Default to '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 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 therapy 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. Validate that "Order Code A" is selected by default. Validate the 'Frequency' field contains "Frequency Code A". Validate the 'Start Date/Time' fields are enabled and contain the current date and the current time. Set the 'Duration' field to any value and click [Days]. Click [Custom] next to 'Frequency' and set the 1st 'Scheduled Administration Time' field to "1400" and click [Save]. Click [Add to Scratchpad]. Select "Order Code A" in the 'Scratchpad'. Validate the 'Start Date/Time' fields are enabled and contain the current date and time. Click [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Scenario 3: OE NX - Non-Pharmacy - 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 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 exist that is "Routine" and has administration hours of "09:00 AM" and "09:00 PM". (Frequency Code A) A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B) '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 therapy 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" in the 'New Order' field. Set the 'Frequency' field to "Frequency Code A". Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Set the 'Frequency' field to "Frequency Code B". Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Set the 'Duration' field to any value and click [Days]. Click the [Star] next to 'My Favorites'. Click [Refresh Orders]. Click 'My Favorites', select "Order Code A", and click [Add to Scratchpad]. Select the order in the 'Scratchpad'. Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Click [Sign]. Validate the 'Order grid' contains the order for "Order Code A".	Topics • NX • Order Entry Console
AV-86168 Summary \| Details OE NX - Order Group Dialog Server Error 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 Group Setup Avatar eMAR Scenario 1: 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 that 'Give Initial Dose Now' [Yes] is selected and that 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 one of the orders for "Order Code A" from the 'Order grid' and click [Modify]. Validate that 'Give Initial Dose Now' [Yes] is pressed. Click [Add to Scratchpad] and [Sign]. 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 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 4: OE NX - 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 5: 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 6: 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. Scenario 7: OE NX - Order Group - Unscheduled One Time Only - Default to selected Specific Setup: An order group (Order Group A) must exist with at least two pharmacy-type order codes where: The first order code does not default to selected in the 'Order Group Dialog'. (Order Code A) The second order code must default to selected, have a default one time only frequency code that does not default to 'Give Initial Dose Now', and have a default duration. (Order Code B) 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". Validate that the 'Order Group' dialog is displayed and that "Order Code B" is selected by default and that the 'Freq' and 'Duration' fields are defaulted from 'Order Group Setup'. Populate the 'Dose' and 'Dose Unit' fields. Select "Order Code A" and populate all fields and click [Add to Scratchpad] and [Sign] Validate the orders display in the 'Order grid'.	Topics • NX • Order Entry Console
AV-86358 Summary \| Details Avatar NX - SNOMED Codes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Crystal Report Viewer Registry Settings (CWS) Problem List Treatment Plan Scenario 1: Family Health History - Validate the 'Hide SNOMED Codes From Problem List Search Results' registry setting Specific Setup: A client is enrolled in an existing episode (Client A). Steps Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Validate the 'Registry Setting' field contains "Avatar CWS->Problem List->->->->Hide SNOMED Codes From Problem List Search Results". Validate the 'Registry Setting Details' field contains: Enter the corresponding number(s) separated by an '&' to hide the selected information on the 'Problem Search Result' dialogs and/or Problem descriptions. The Registry Settings apply to the forms: 'Problem List', 'Treatment Plan' and 'Family Health History'. 1 - Hide Code Column in 'Problem Search Result'. 2 - Hide SNOMED Codes in Problem description. Example: By entering 1&2 the 'Code' column is removed from 'Problem search result' and the 'SNOMED Codes' are removed from the description. Setting the value to blank will display both the 'Code' column and the 'SNOMED Codes' in the description. Validate the 'Registry Setting Value' field contains "1&2". This is the default value. Click [Submit] and close the form. Select "Client A" and access the 'Family Health History' form. Enter the desired name in the 'First Name' and 'Last Name' fields. Select the desired value in 'Relationship' field. Click [Enter Health History]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' does not contain the 'Code' column. Validate the problem 'Description' does not contain the SNOMED Code. Select the desired problem and click [Save]. Submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Enter "1" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and access the 'Family Health History' form. Select the family member added in the previous steps in the 'Select Family Member' field. Click [Enter Health History]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' does not contain the 'Code' column. Validate the problem 'Description' contains the SNOMED Code. Select the desired problem and click [Save]. Submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Enter "2" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and access the 'Family Health History' form. Select the family member added in the previous steps in the 'Select Family Member' field. Click [Enter Health History]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' contains the 'Code' column. Validate the problem 'Description' does not contain the SNOMED Code. Select the desired problem and click [Save]. Submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Remove the value in the 'Registry Setting Value' field so that it is null. Click [Submit] and close the form. Select "Client A" and access the 'Family Health History' form. Select the family member added in the previous steps in the 'Select Family Member' field. Click [Enter Health History]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' contains the 'Code' column. Validate the problem 'Description' contains the SNOMED Code. Select the desired problem and click [Save]. Submit the form. Scenario 2: Problem List - Validate the 'Hide SNOMED Codes From Problem List Search Results' registry setting Specific Setup: A client is enrolled in an existing episode (Client A). Steps Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Validate the 'Registry Setting' field contains "Avatar CWS->Problem List->->->->Hide SNOMED Codes From Problem List Search Results". Validate the 'Registry Setting Details' field contains: Enter the corresponding number(s) separated by an '&' to hide the selected information on the 'Problem Search Result' dialogs and/or Problem descriptions. The Registry Settings apply to the forms: 'Problem List', 'Treatment Plan' and 'Family Health History'. 1 - Hide Code Column in 'Problem Search Result'. 2 - Hide SNOMED Codes in Problem description. Example: By entering 1&2 the 'Code' column is removed from 'Problem search result' and the 'SNOMED Codes' are removed from the description. Setting the value to blank will display both the 'Code' column and the 'SNOMED Codes' in the description. Validate the 'Registry Setting Value' field contains "1&2". This is the default value. Click [Submit] and close the form. Select "Client A" and access the 'Problem List' form. Click [View/Enter Problems]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' does not contain the 'Code' column. Validate the problem 'Description' does not contain the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Click [Save] and submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Enter "1" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and access the 'Problem List' form. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' does not contain the 'Code' column. Validate the problem 'Description' contains the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Click [Save] and submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Enter "2" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and access the 'Problem List' form. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' contains the 'Code' column. Validate the problem 'Description' does not contain the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Click [Save] and submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Remove the value in the 'Registry Setting Value' field so that it is null. Click [Submit] and close the form. Select "Client A" and access the 'Problem List' form. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' contains the 'Code' column. Validate the problem 'Description' contains the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Click [Save] and submit the form. Scenario 3: Treatment Plan - Validate the 'Hide SNOMED Codes From Problem List Search Results' registry setting Specific Setup: A client is enrolled in an existing episode (Client A). Steps Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Validate the 'Registry Setting' field contains "Avatar CWS->Problem List->->->->Hide SNOMED Codes From Problem List Search Results". Validate the 'Registry Setting Details' field contains: Enter the corresponding number(s) separated by an '&' to hide the selected information on the 'Problem Search Result' dialogs and/or Problem descriptions. The Registry Settings apply to the forms: 'Problem List', 'Treatment Plan' and 'Family Health History'. 1 - Hide Code Column in 'Problem Search Result'. 2 - Hide SNOMED Codes in Problem description. Example: By entering 1&2 the 'Code' column is removed from 'Problem search result' and the 'SNOMED Codes' are removed from the description. Setting the value to blank will display both the 'Code' column and the 'SNOMED Codes' in the description. Validate the 'Registry Setting Value' field contains "1&2". This is the default value. Click [Submit] and close the form. Select "Client A" and access the 'Treatment Plan' form. Enter 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. Navigate to the 'Problems' grid. Click [New Row]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' does not contain the 'Code' column. Validate the problem 'Description' does not contain the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Check the 'Include in this plan?' field. Click [Launch Plan]. Validate the problem added in the previous steps is displayed. Click [Add New Problem]. Search for the desired value in the 'Problem Code' field. Validate the 'Results' dialog does not contain the SNOMED code. Select the desired problem. Select "Active" in the 'Status (Problem List)' field. Enter the desired value in the 'Problem' field'. Select "Active" in the 'Status' field. Click [Return to Plan] and submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Enter "1" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and access the 'Treatment Plan' form. Select the treatment plan filed in the previous steps and click [Edit]. Validate all previously filed data is displayed. Navigate to the 'Problems' grid. Click [New Row]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' does not contain the 'Code' column. Validate the problem 'Description' contains the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Check the 'Include in this plan?' field. Click [Launch Plan]. Validate the problem added in the previous steps is displayed. Click [Add New Problem]. Search for the desired value in the 'Problem Code' field. Validate the 'Results' dialog contains the SNOMED code. Select the desired problem. Select "Active" in the 'Status (Problem List)' field. Enter the desired value in the 'Problem' field'. Select "Active" in the 'Status' field. Click [Return to Plan] and submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Enter "2" in the 'Registry Setting Value' field. Click [Submit] and close the form. Select "Client A" and access the 'Treatment Plan' form. Select the treatment plan filed in the previous steps and click [Edit]. Validate all previously filed data is displayed. Navigate to the 'Problems' grid. Click [New Row]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' contains the 'Code' column. Validate the problem 'Description' does not contain the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Check the 'Include in this plan?' field. Click [Launch Plan]. Validate the problem added in the previous steps is displayed. Click [Add New Problem]. Search for the desired value in the 'Problem Code' field. Validate the 'Results' dialog does not contain the SNOMED code. Select the desired problem. Select "Active" in the 'Status (Problem List)' field. Enter the desired value in the 'Problem' field'. Select "Active" in the 'Status' field. Click [Return to Plan] and submit the form. Access the 'Registry Settings' form. Enter "SNOMED Code" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Hide SNOMED Codes From Problem List Search Results" registry setting and click [OK]. Remove the value in the 'Registry Setting Value' field so that it is null. Click [Submit] and close the form. Select "Client A" and access the 'Treatment Plan' form. Select the treatment plan filed in the previous steps and click [Edit]. Validate all previously filed data is displayed. Navigate to the 'Problems' grid. Click [New Row]. Search for the desired value in the 'Problem' field. Validate the 'Problem search results' contains the 'Code' column. Validate the problem 'Description' contains the SNOMED Code. Select the desired problem. Select "Active" in the 'Status' field. Check the 'Include in this plan?' field. Click [Launch Plan]. Validate the problem added in the previous steps is displayed. Click [Add New Problem]. Search for the desired value in the 'Problem Code' field. Validate the 'Results' dialog contains the SNOMED code. Select the desired problem. Select "Active" in the 'Status (Problem List)' field. Enter the desired value in the 'Problem' field'. Select "Active" in the 'Status' field. Click [Return to Plan] and submit the form.	Topics • Family Health History • NX • Problem List • Registry Settings • Treatment Plan
AV-86479 Summary \| Details OE NX - Order Groups - Start Date/Time for non pharmacy-type orders 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 - Order Group - Non-Pharmacy Order with One-Time-Only Frequency - Default to '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 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 therapy 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. Validate that "Order Code A" is selected by default. Validate the 'Frequency' field contains "Frequency Code A". Validate the 'Start Date/Time' fields are enabled and contain the current date and the current time. Set the 'Duration' field to any value and click [Days]. Click [Custom] next to 'Frequency' and set the 1st 'Scheduled Administration Time' field to "1400" and click [Save]. Click [Add to Scratchpad]. Select "Order Code A" in the 'Scratchpad'. Validate the 'Start Date/Time' fields are enabled and contain the current date and time. Click [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Scenario 2: OE NX - Non-Pharmacy - 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 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 exist that is "Routine" and has administration hours of "09:00 AM" and "09:00 PM". (Frequency Code A) A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B) '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 therapy 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" in the 'New Order' field. Set the 'Frequency' field to "Frequency Code A". Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Set the 'Frequency' field to "Frequency Code B". Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Set the 'Duration' field to any value and click [Days]. Click the [Star] next to 'My Favorites'. Click [Refresh Orders]. Click 'My Favorites', select "Order Code A", and click [Add to Scratchpad]. Select the order in the 'Scratchpad'. Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Click [Sign]. Validate the 'Order grid' contains the order for "Order Code A".	Topics • NX • Order Entry Console
AV-86570 Summary \| Details Avatar NX - 'All Documents Widget' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Console Widget Viewer Registry Settings (PM) Treatment Plan User Definition Scenario 1: Validate the 'Allow Users Access To All Forms on NX 'All Documents' Widget' registry setting Specific Setup: Please note: this scenario is for Avatar NX systems. RADplus 2022 Update 97 must be installed. A client must be enrolled in an existing episode and have a 'Treatment Plan' on file (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). A user is defined that does not have read/write access to the 'Treatment Plan' form (User A). Steps Access the 'Registry Settings' form. Enter "allow users access to all" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Select the "Allow Users Access To All Forms on NX 'All Documents' Widget" registry setting and click [OK]. Enter "Y" in the 'Registry Setting Value' field. Click [Submit]. Validate a 'Registry Editor Filing' dialog. Click [OK] and [No]. Select "Client A" and navigate to the 'All Documents' view. Select 'All Forms'. Select "Treatment Plan" in the 'Form Description' field. Select a treatment plan and validate the plan displays in the 'Console Widget Viewer'. Validate the 'Open' and 'Open Record' buttons are disabled. Click [New Record]. Select "Treatment Plan" in the 'New Record' field. Validate the 'Treatment Plan' form launches in [Read-only] mode. Select the desired episode and click [Add]. Validate all fields are disabled in the 'Treatment Plan' form. Close the form.	Topics • Treatment Plan
AV-86638 Summary \| Details Avatar NX - Treatment Plan Scenario 1: Treatment Plan - dragging and dropping library items Specific Setup: A client must be enrolled in an existing episode (Client A). User must have Treatment Plan library that contains problems, goals, objectives, and interventions. Steps Select "Client A" and access the 'Treatment Plan' form. Select the desired episode if present. Enter the desired date in the 'Plan Date' field. Select the desired value for the 'Plan Type' field. Populate any required and desired fields. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Validate a scroll bar displays along the library pane. Resize the library pane and validate the scrollbar displays as expected. Select a problem from the library and drag it to the 'Treatment Plan' field. Click [Date Opened - Calendar]. Validate the calendar displays Sunday-Saturday. Populate all required fields. Select a goal from the library and drag it to the 'Treatment Plan' field. Click [Date Opened - Calendar]. Validate the calendar displays Sunday-Saturday. Populate all required fields. Select an objective from the library and drag it to the 'Treatment Plan' field. Click [Date Opened - Calendar]. Validate the calendar displays Sunday-Saturday. Populate all required fields. Select an intervention from the library and drag it to the 'Treatment Plan' field. Click [Date Opened - Calendar]. Validate the calendar displays Sunday-Saturday. Populate all required fields. Click [Return to Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK]. Click [Submit]. Select "Client A" and access the 'Treatment Plan' form. Select the entry from the previous steps and click [Edit]. Validate the data filed in the previous steps is present. Click [Launch Plan]. Validate the library pane is the same size as before. Select an intervention from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Select the initial intervention and click [Delete Selected Item]. Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK]. Validate the 'Treatment Plan' field contains the newly added intervention. Collapse the library pane. Click [Return to Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK]. Click [Submit]. Select "Client A" and access the 'Treatment Plan' form. Select the entry from the previous steps and click [Edit]. Validate the data filed in the previous steps is present. Click [Launch Plan]. Validate the library pane is collapsed. Click [Return to Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK]. Click [Submit]. Scenario 2: Treatment Plan Copy - dragging and dropping library items Specific Setup: A client must be enrolled in an existing episode (Client A). User must have Treatment Plan library that contains problems, goals, objectives, and interventions. A copy must exist of the 'Treatment Plan' form (Treatment Plan Copy). Steps Select "Client A" and access the 'Treatment Plan Copy' form. Select the desired episode if present. Enter the desired date in the 'Plan Date' field. Select the desired value for the 'Plan Type' field. Populate any required and desired fields. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Select a problem from the library and drag it to the 'Treatment Plan' field. Validate the 'Tree View' displays the new entry. Click [Date Opened - Calendar]. Validate the calendar displays Sunday-Saturday. Populate all required fields. Select a goal from the library and drag it to the 'Treatment Plan' field. Validate the 'Tree View' displays the new entry. Click [Date Opened - Calendar]. Validate the calendar displays Sunday-Saturday. Populate all required fields. Select an objective from the library and drag it to the 'Treatment Plan' field. Validate the 'Tree View' displays the new entry. Click [Date Opened - Calendar]. Validate the calendar displays Sunday-Saturday. Populate all required fields. Select an intervention from the library and drag it to the 'Treatment Plan' field. Validate the 'Tree View' displays the new entry. Populate all required fields. Click [Return to Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK]. Click [Submit]. Select "Client A" and access the 'Treatment Plan Copy' form. Select the entry from the previous steps and click [Edit]. Validate the data filed in the previous steps is present. Click [Launch Plan]. Validate the plan displays as expected in the 'Tree View'. Select an intervention from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Select the initial intervention and click [Delete Selected Item]. Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK]. Validate the 'Tree View' contains the newly added intervention. Click [Return to Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK]. Click [Submit].	Topics • NX • Treatment Plan
AV-86641 Summary \| Details Avatar NX - 'All Documents' Widget Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: All Documents Widget Scenario 1: 'All Documents' widget - voided documents 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). Two reasons must be defined for voiding documents (Reason A & Reason B). There needs to be 3 users: A user (User A) with full access to view voided documents and be logged in. A user (User B) with access to view voided documents for "Reason A". A user (User C) without access to view voided documents. A client (Client A) must be enrolled in an existing episode with the following documents on file: A document with "Reason A" to be voided (Document A). A document with "Reason B" to be voided (Document B). Steps Select "Client A" and navigate to the 'All Documents' view. Validate the voided documents are present. Select "Document A" and validate it displays as expected in the 'Console Widget Viewer'. Select "Document B" and validate it displays as expected in the 'Console Widget Viewer'. Log out. Login as "User B". Select "Client A" and navigate to the 'All Documents' view. Validate the voided document are present. Select "Document A" and validate it displays as expected in the 'Console Widget Viewer'. Validate "Document B" has a lock. Select "Document B". Validate "Document B" does not display in the 'Console Widget Viewer'. Log out. Login as "User C". Select "Client A" and navigate to the 'All Documents' view. Validate the voided document are both present with locks. Try to select the documents. Validate neither display in the 'Console Widget Viewer'.	Topics • All Documents Widget • NX
AV-87141 Summary \| Details Avatar NX - Bed Management Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Bed Management Registry Settings (PM) Scenario 1: Bed Management - validate the 'Specify Gender in Bed Management' registry setting Specific Setup: The 'Specify Gender in Bed Management' registry setting must be disabled. The 'Room Sex Validation' registry setting must be set to "N". The 'Allow Editing Charge Codes In Bed Management' registry setting must be enabled. There must be three clients admitted in inpatient episodes: One is a female (Client A). One is a male (Client B). One has an unknown gender (Client C). Steps Access the 'Bed Management' form. Click [Bed Management]. Click [Search]. Validate the 'Search' panel displays. Enter "Client A" in the 'Client' field. Click [Search]. Validate the results display and double click on "Client A". Validate "Client A" is grey. Click [Close]. Select "Client A" and click [Edit]. Validate the 'Edit' panel displays. Validate the 'Daily Charge Code' field contains the expected service codes. Click [Cancel], [Close], and [Discard]. Access the 'Registry Settings' form. Enter "Specify gender in bed" in the 'Limit Registry Settings to the Following Search Criteria' field. Select "Yes" in the 'Include Hidden Registry Settings' field. Click [View Registry Settings]. Enter "Y" in the 'Registry Setting Value' field. Click [Submit]. Validate a 'Registry Editor Filing' dialog and click [OK]. Validate a 'Form Return' dialog and click [No]. Logout. Login. Access the 'Bed Management' form. Click [Bed Management]. Click [Search]. Validate the 'Search' panel displays. Enter "Client A" in the 'Client' field. Click [Search]. Validate the results display and double click on "Client A". Validate "Client A" is pink. Click "Search" in the bottom left corner. Enter "Client B" in the 'Client' field. Click [Search]. Validate the results display and double click on "Client B". Validate "Client B" is blue. Click "Search" in the bottom left corner. Enter "Client C" in the 'Client' field. Click [Search]. Validate the results display and double click on "Client C". Validate "Client C" is grey. Click [Close], [Close], and [Discard]. Scenario 2: Bed Management - Validate the 'Room Sex Validation' registry setting Specific Setup: The 'Room Sex Validation' registry setting must be set to "N". The 'Specify Gender in Bed Management' registry setting must be enabled. There must be three clients: A male client must be admitted in an inpatient episode (Client A). A female client must be admitted in an inpatient episode (Client B). A client with an unknown sex must be admitted in an inpatient episode (Client C). "Client A", "Client B", and "Client C" are all admitted into the same unit and room (Room A). A new room containing three beds must be created using the 'Maintain Hospital Bed File' form (Room B). Steps Access the 'Registry Settings' form. Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field. Select "Yes" in the 'Include Hidden Registry Settings' field. Click [View Registry Settings]. Enter "E" in the 'Registry Setting Value' field. Click [Submit]. Validate a 'Registry Editor Filing' dialog and click [OK] and [No]. Logout and back in. Access the 'Bed Management' form. Select "Unit A" in the 'Unit' field. Click [Bed Management]. Expand [Room A]. Validate no errors display. Select "Client A" and click [Switch]. Select an open bed in "Room B" and click [Switch]. Validate "Room B" is now blue and contains "Client A". Select "Client B" and click [Switch]. Select an open bed in "Room B" and click [Switch]. Validate a 'Bed Switch Error' dialog stating: "Client is a female but there are patients in this room that are not. Select a different room." and click [OK]. Select "Client C" and click [Switch]. Select an open bed in "Room B" and click [Switch]. Validate a 'Bed Switch Error' dialog stating: "Client is a unknown but there are patients in this room that are not. Select a different room." and click [OK]. Validate "Room B" only contains "Client A". Close the form. Access the 'Registry Settings' form. Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field. Select "Yes" in the 'Include Hidden Registry Settings' field. Click [View Registry Settings]. Enter "W" in the 'Registry Setting Value' field. Click [Submit]. Validate a 'Registry Editor Filing' dialog and click [OK] and [No]. Logout and back in. Access the 'Bed Management' form. Select "Unit A" in the 'Unit' field. Click [Bed Management]. Expand [Room A]. Validate no errors display. Select "Client B" and click [Switch]. Select an open bed in "Room B" and click [Switch]. Validate a 'Room Sex Validation' dialog stating: "Client is a female but there are patients in this room that are not. Do you wish to continue?" and click [OK]. Validate "Room B" is no longer blue and contains "Client A" and "Client B". Close the form. Access the 'Registry Settings' form. Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field. Select "Yes" in the 'Include Hidden Registry Settings' field. Click [View Registry Settings]. Enter "N" in the 'Registry Setting Value' field. Click [Submit]. Validate a 'Registry Editor Filing' dialog and click [OK] and [No]. Logout and back in. Access the 'Bed Management' form. Select "Unit A" in the 'Unit' field. Click [Bed Management]. Expand [Room A]. Validate no errors display. Select "Client C" and click [Switch]. Select an open bed in "Room B" and click [Switch]. Validate "Room B" contains "Client A", "Client B", and "Client C". Close the form.	Topics • Admission • Bed Management • Maintain Hospital Bed File • NX • Registry Settings
AV-87215 Summary \| Details OE NX - Orders This Episode - Order Group Dialog 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 - Order Group - First Dose/Start Time Validation - Routine not One-Time-Only 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". 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' = "No". 'Times/24 Hours' = "2". 'Interval Frequency' = "No". 'Daily Administration' = "Daily". 'Hours of Administration' = "09:00 AM", "09:00 PM". A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B) '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. 2 pharmacy-type order codes must exist. (Order Code A) (Order Code B) An order group (Order Group A) must be created with at least two pharmacy-type order codes where: "Order Code A" has a default frequency of "Frequency Code A" and 'Default To Selected When Selecting Orders From Order Group' is checked. "Order Code B" has a default frequency of "Frequency Code B" and 'Default To Selected When Selecting Orders From Order Group' is checked. 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 that "Order Code A" and "Order Code B" are selected by default. Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form. For "Order Code A": Set the 'Dose' field to "1". Set the 'Dose Unit' field to "Tablet". Validate the 'Start Date' field is equal to "Today's Date". Validate The 'Start Time' field is equal to "Current Time". Set the 'Start Time' Field to "01:00 PM". For "Order Code B": Set the 'Dose' field to "1". Set the 'Dose Unit' field to "Tablet". Validate the 'First Dose Date' field is equal to "Today's Date". Validate the 'First Dose Time' field is equal to "The current time rounded up to the nearest half hour or hour". Press the checkbox to deselect "Order Code B". Validate the 'Start Time' field for "Order Code A" is still "01:00PM". Set the 'Order Group Start Time' to "02:00 PM". Set the 'Order Group Start Date' to "T+2". Validate the 'Start Date' for "Order Code A" is "T+2". Validate the 'Start Date' for "Order Code A" is "02:00 PM". Press the checkbox to select "Order Code B". Validate the 'First Dose Date/Time' fields for "Order Code B" are blank. Validate the 'Start Date' for "Order Code A" is "T+2". Validate the 'Start Time' for "Order Code A" is "02:00 PM". Click [Add to Scratchpad]. Select "Order Code A" from the scratchpad. Validate the 'Dose' field ="1". Validate the 'Dose Unit' field = "Tablet". Validate the 'Freq:' field = "Frequency Code A". Validate the 'First Dose Date' field = "T+2". Validate the 'First Dose Time' field = "09:00 PM". Click [Remove from Scratchpad]. Select "Order Code B" from the scratchpad. Validate the 'Dose' field ="1". Validate the 'Dose Unit' field = "Tablet". Validate the 'Freq:' field = "Frequency Code B". Validate the 'First Dose Date' field = "". Validate the 'First Dose Time' field = "". Validate the 'Give Initial Dose Now' button is not selected. Click [Remove from Scratchpad]. Scenario 2: OE NX - Order Group - First Dose/Start Time Validation - One-Time-Only Specific Setup: 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 frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B) 'Routine or PRN(As Needed) = "Routine". 'One Time Only' = "No". 'Times/24 Hours' = "2". 'Interval Frequency' = "No". 'Daily Administration' = "Daily". 'Hours of Administration' = "09:00 AM", "09:00 PM". 2 pharmacy-type order codes must exist. (Order Code A) (Order Code B) An order group (Order Group A) must be created with at least two pharmacy-type order codes where: "Order Code A" has a default frequency of "Frequency Code A" and 'Default To Selected When Selecting Orders From Order Group' is checked. "Order Code B" has a default frequency of "Frequency Code B" and 'Default To Selected When Selecting Orders From Order Group' is checked. 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 that "Order Code A" and "Order Code B" are selected by default. Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form. For "Order Code A": Set the 'Dose' field to "1". Set the 'Dose Unit' field to "Tablet". Validate the 'First Dose Date' field is equal to "Tomorrow's date". Validate The 'First Dose Time' field is equal to "08:00 AM". Set the 'Start Time' Field to "12:00 PM". Uncheck the 2nd checkbox to deselect "Order Code B". Validate the 'First Dose Time' field is still "12:00 PM" for the "Order Code A". Click [Add to Scratchpad] and then select "Order Code A". For "Order Code A": Validate the 'Dose' field is equal "1". Validate the 'Dose Unit' field is equal to "Tablet". Validate the 'First Dose Date' field is equal to "Tomorrow's date". Validate The 'First Dose Time' field is equal to "12:00 PM". Validate the 'Start Date' field is disabled and equal to the 'First Dose Date' field. Validate the 'Start Time' field is disabled and equal to the 'First Dose Time' field. Click [Sign]. Navigate to the 'eMAR' tab and then set the 'Administration Date' field to "T+1". Validate an order for "Prilosec" is shown in the 'Order grid' with an administration time of "1200" under tomorrow's date.	Topics • NX • Order Entry Console
AV-87263 Summary \| Details Bed Management - Service Codes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Bed Management Registry Settings (PM) Scenario 1: Bed Management - validate the 'Specify Gender in Bed Management' registry setting Specific Setup: The 'Specify Gender in Bed Management' registry setting must be disabled. The 'Room Sex Validation' registry setting must be set to "N". The 'Allow Editing Charge Codes In Bed Management' registry setting must be enabled. There must be three clients admitted in inpatient episodes: One is a female (Client A). One is a male (Client B). One has an unknown gender (Client C). Steps Access the 'Bed Management' form. Click [Bed Management]. Click [Search]. Validate the 'Search' panel displays. Enter "Client A" in the 'Client' field. Click [Search]. Validate the results display and double click on "Client A". Validate "Client A" is grey. Click [Close]. Select "Client A" and click [Edit]. Validate the 'Edit' panel displays. Validate the 'Daily Charge Code' field contains the expected service codes. Click [Cancel], [Close], and [Discard]. Access the 'Registry Settings' form. Enter "Specify gender in bed" in the 'Limit Registry Settings to the Following Search Criteria' field. Select "Yes" in the 'Include Hidden Registry Settings' field. Click [View Registry Settings]. Enter "Y" in the 'Registry Setting Value' field. Click [Submit]. Validate a 'Registry Editor Filing' dialog and click [OK]. Validate a 'Form Return' dialog and click [No]. Logout. Login. Access the 'Bed Management' form. Click [Bed Management]. Click [Search]. Validate the 'Search' panel displays. Enter "Client A" in the 'Client' field. Click [Search]. Validate the results display and double click on "Client A". Validate "Client A" is pink. Click "Search" in the bottom left corner. Enter "Client B" in the 'Client' field. Click [Search]. Validate the results display and double click on "Client B". Validate "Client B" is blue. Click "Search" in the bottom left corner. Enter "Client C" in the 'Client' field. Click [Search]. Validate the results display and double click on "Client C". Validate "Client C" is grey. Click [Close], [Close], and [Discard]. Scenario 2: Bed Management - Validate the 'Room Sex Validation' registry setting Specific Setup: The 'Room Sex Validation' registry setting must be set to "N". The 'Specify Gender in Bed Management' registry setting must be enabled. There must be three clients: A male client must be admitted in an inpatient episode (Client A). A female client must be admitted in an inpatient episode (Client B). A client with an unknown sex must be admitted in an inpatient episode (Client C). "Client A", "Client B", and "Client C" are all admitted into the same unit and room (Room A). A new room containing three beds must be created using the 'Maintain Hospital Bed File' form (Room B). Steps Access the 'Registry Settings' form. Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field. Select "Yes" in the 'Include Hidden Registry Settings' field. Click [View Registry Settings]. Enter "E" in the 'Registry Setting Value' field. Click [Submit]. Validate a 'Registry Editor Filing' dialog and click [OK] and [No]. Logout and back in. Access the 'Bed Management' form. Select "Unit A" in the 'Unit' field. Click [Bed Management]. Expand [Room A]. Validate no errors display. Select "Client A" and click [Switch]. Select an open bed in "Room B" and click [Switch]. Validate "Room B" is now blue and contains "Client A". Select "Client B" and click [Switch]. Select an open bed in "Room B" and click [Switch]. Validate a 'Bed Switch Error' dialog stating: "Client is a female but there are patients in this room that are not. Select a different room." and click [OK]. Select "Client C" and click [Switch]. Select an open bed in "Room B" and click [Switch]. Validate a 'Bed Switch Error' dialog stating: "Client is a unknown but there are patients in this room that are not. Select a different room." and click [OK]. Validate "Room B" only contains "Client A". Close the form. Access the 'Registry Settings' form. Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field. Select "Yes" in the 'Include Hidden Registry Settings' field. Click [View Registry Settings]. Enter "W" in the 'Registry Setting Value' field. Click [Submit]. Validate a 'Registry Editor Filing' dialog and click [OK] and [No]. Logout and back in. Access the 'Bed Management' form. Select "Unit A" in the 'Unit' field. Click [Bed Management]. Expand [Room A]. Validate no errors display. Select "Client B" and click [Switch]. Select an open bed in "Room B" and click [Switch]. Validate a 'Room Sex Validation' dialog stating: "Client is a female but there are patients in this room that are not. Do you wish to continue?" and click [OK]. Validate "Room B" is no longer blue and contains "Client A" and "Client B". Close the form. Access the 'Registry Settings' form. Enter "Room sex validation" in the 'Limit Registry Settings to the Following Search Criteria' field. Select "Yes" in the 'Include Hidden Registry Settings' field. Click [View Registry Settings]. Enter "N" in the 'Registry Setting Value' field. Click [Submit]. Validate a 'Registry Editor Filing' dialog and click [OK] and [No]. Logout and back in. Access the 'Bed Management' form. Select "Unit A" in the 'Unit' field. Click [Bed Management]. Expand [Room A]. Validate no errors display. Select "Client C" and click [Switch]. Select an open bed in "Room B" and click [Switch]. Validate "Room B" contains "Client A", "Client B", and "Client C". Close the form.	Topics • Admission • Bed Management • Maintain Hospital Bed File • NX • Registry Settings
AV-87368 Summary \| Details OE NX - Orders This Episode - Order Groups with orders containing one-time-only Frequency codes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Frequency Code Setup Order Group Setup Orders This Episode Scenario 1: OENX - Order Group, that has no order selected by default, contains an order code with a 'Frequency' that is configured as One Time Only, Not Daily and has a Schedule Administration Hour of 08:00 AM Specific Setup: A frequency code must exist that is configured as follows:(Frequency Code A) 'Routine or PRN(As Needed)' is set to "Routine" 'One Time Only' is set to "Yes" 'Interval Frequency' is set to "No" 'Daily Administration' is set to "Not Daily" 'Days Administered' has "Tuesday", "Thursday", and "Saturday" checked. 'Times/24 Hours' is set to "1" "08:00" is checked in the 'AM(06:00-11:30 AM) field under 'Hours of Administration (Check appropriate hours of administration, if any). An order group must exist that contains the following orders: (Order Group A) A pharmacy-type order code (Order Code A) with a 'Frequency Code' set to "Frequency Code A". A pharmacy-type order code (Order Code B) with a 'Frequency Code' set to "TWICE A DAY", which is "Daily" and has 'Scheduled Hours of Administration' of "09:00 AM" and "09:00 PM". A client must have and active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" in the 'New Order' field. Validate the 'Order Group' dialog is displayed and contains "Order Code A" and "Order Code B". Validate that neither order is selected. Select "Order Code B". Set the 'Dose' field to "1". Select "Tablet" in the 'Dose Unit' field. Validate the 'Freq' field contains "TWICE A DAY". Set the '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 - First Dose/Start Time Validation - Routine not One-Time-Only 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". 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' = "No". 'Times/24 Hours' = "2". 'Interval Frequency' = "No". 'Daily Administration' = "Daily". 'Hours of Administration' = "09:00 AM", "09:00 PM". A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B) '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. 2 pharmacy-type order codes must exist. (Order Code A) (Order Code B) An order group (Order Group A) must be created with at least two pharmacy-type order codes where: "Order Code A" has a default frequency of "Frequency Code A" and 'Default To Selected When Selecting Orders From Order Group' is checked. "Order Code B" has a default frequency of "Frequency Code B" and 'Default To Selected When Selecting Orders From Order Group' is checked. 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 that "Order Code A" and "Order Code B" are selected by default. Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form. For "Order Code A": Set the 'Dose' field to "1". Set the 'Dose Unit' field to "Tablet". Validate the 'Start Date' field is equal to "Today's Date". Validate The 'Start Time' field is equal to "Current Time". Set the 'Start Time' Field to "01:00 PM". For "Order Code B": Set the 'Dose' field to "1". Set the 'Dose Unit' field to "Tablet". Validate the 'First Dose Date' field is equal to "Today's Date". Validate the 'First Dose Time' field is equal to "The current time rounded up to the nearest half hour or hour". Press the checkbox to deselect "Order Code B". Validate the 'Start Time' field for "Order Code A" is still "01:00PM". Set the 'Order Group Start Time' to "02:00 PM". Set the 'Order Group Start Date' to "T+2". Validate the 'Start Date' for "Order Code A" is "T+2". Validate the 'Start Date' for "Order Code A" is "02:00 PM". Press the checkbox to select "Order Code B". Validate the 'First Dose Date/Time' fields for "Order Code B" are blank. Validate the 'Start Date' for "Order Code A" is "T+2". Validate the 'Start Time' for "Order Code A" is "02:00 PM". Click [Add to Scratchpad]. Select "Order Code A" from the scratchpad. Validate the 'Dose' field ="1". Validate the 'Dose Unit' field = "Tablet". Validate the 'Freq:' field = "Frequency Code A". Validate the 'First Dose Date' field = "T+2". Validate the 'First Dose Time' field = "09:00 PM". Click [Remove from Scratchpad]. Select "Order Code B" from the scratchpad. Validate the 'Dose' field ="1". Validate the 'Dose Unit' field = "Tablet". Validate the 'Freq:' field = "Frequency Code B". Validate the 'First Dose Date' field = "". Validate the 'First Dose Time' field = "". Validate the 'Give Initial Dose Now' button is not selected. Click [Remove from Scratchpad]. Scenario 3: myAvatar - Order Group Start Date - One Time Only Orders 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”. 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 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' = "". A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B) '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 frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code C) '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". 3 pharmacy-type order codes must exist. (Order Code A) (Order Code B) (Order Code C) An order group (Order Group A) must be created with at least three pharmacy-type order codes where: "Order Code A" has a default frequency of "Frequency Code A". "Order Code B" has a default frequency of "Frequency Code B". "Order Code C" has a default frequency of "Frequency Code C". 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", "Order Code B" and "Order Code C" and click [Select All]. Validate the following for "Order Code A": 'Frequency' = "Frequency Code A". 'First Dose Date/Time' fields are not required. 'First Dose Date' = no value. 'First Dose Time' = no value. Validate the following for "Order Code B": 'Frequency' = "Frequency Code B". 'First Dose Date/Time' fields are not required. 'First Dose Date' = "Tomorrow". 'First Dose Time' = "08:00 AM". Validate the following for "Order Code C": 'Frequency' = "Frequency Code C". 'First Dose Date/Time' fields are not required. 'First Dose Date' = "Current date". 'First Dose Time' = "Current time rounded to the nearest half hour or hour". Set the 'Order Group Start Time' field to "Current time rounded up to the nearest half hour or hour + 30 minutes". Validate the following for "Order Code A": 'Frequency' = "Frequency Code A". 'First Dose Date/Time' fields are not required. 'First Dose Date' = no value. 'First Dose Time' = no value. Validate the following for "Order Code B": 'Frequency' = "Frequency Code B". 'First Dose Date/Time' fields are not required. 'First Dose Date' = "Tomorrow". 'First Dose Time' = "08:00 AM". Validate the following for "Order Code C": 'Frequency' = "Frequency Code C". 'First Dose Date/Time' fields are not required. 'First Dose Date' = "Current date". 'First Dose Time' = "Order Group Start Time". Set the 'Order Group Start Date' field to "T+1". Validate a 'Warning!' message pops up stating "The 'First Dose Date/Time' fields were cleared for the following order, which had previously defaulted to 'Give Initial Dose Now', because the 'Order Group Start Date/Time' was changed by more than 60 minutes from the current date/time, exceeding the maximum amount allowed to still be considered "Now": "Order Code C". Click [OK]. Validate the following for "Order Code A": 'Frequency' = "Frequency Code A". 'First Dose Date/Time' fields are not required. 'First Dose Date' = no value. 'First Dose Time' = no value. Validate the following for "Order Code B": 'Frequency' = "Frequency Code B". 'First Dose Date/Time' fields are not required. 'First Dose Date' = "T+2". 'First Dose Time' = "08:00 AM". Validate the following for "Order Code C": 'Frequency' = "Frequency Code C". 'First Dose Date/Time' fields are not required. 'First Dose Date' = no value. 'First Dose Time' = no value. Click [Add to Scratchpad]. Select "Order Code A" from the scratchpad. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Validate the 'First Dose Date/Time' fields are not required and blank. Set the 'Duration' field to "1" and click [Days]. Validate the 'Start Date' field is equal to "Tomorrow". Validate the 'Start Time' field is equal to the set 'Order Group Start Time' field. Click [Update Order]. Select "Order Code B" from the scratchpad. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Validate the 'First Dose Date/Time' fields are not required. Validate the 'First Dose Date' field is equal to "T=2". Validate the 'First Dose Time' field is equal to "08:00 AM". Set the 'Duration' field to "1" and click [Days]. Validate the 'Start Date' field is equal to the 'First Dose Date' field. Validate the 'Start Time' field is equal to the 'First Dose Time' field. Click [Update Order]. Select "Order Code C" from the scratchpad. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Validate the 'First Dose Date/Time' fields are not required and blank. Validate the 'Give Initial Dose Now' button is not selected. Set the 'Duration' field to "1" and click [Days]. Validate the 'Start Date' field is "Tomorrow". Validate the 'Start Time' field is equal to the set 'Order Group Start Time' field. Click [Update Order]. Click [Sign]. Validate all 3 orders show in the 'Order grid'.	Topics • NX • Order Entry Console
AV-87516 Summary \| Details Avatar NX - User IP Address Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Crystal Report Viewer Event Log Report Scenario 1: Event Log Report - 'All' Event Types and Categories Specific Setup: The logged in user must have made their user in the 'User Definition' form (User A). Steps Access the 'Event Log Report' form. Enter the current date in the 'Start Date' and 'End Date' fields. Enter the desired value in the 'Start Time' field to include the event in the setup. Click [End Time - Current Time]. Select "All Event Types" in the 'All Event Types or Selected' field. Select "All Categories" in the 'All Categories or Selected' field. Select "Ascending" in the 'Data Sort' field. Click [View Event Log]. Validate the report opens up in a new window. Click 'Events Sorted By User ID'. Validate the report displays as expected and is filtered by User ID. Validate the 'IP Address' field is populated with the user's IP Address. Close the report and the form.	Topics • NX • Query/Reporting
AV-87881 Summary \| Details OE NX - One Time Only - First Dose Date and Time - Copy and Modify 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 Group Setup Avatar eMAR Order Entry Console - My Favorites Scenario 1: OE NX - Orders this Episode - Copy, Modify, and Reorder with Diagnosis Specific Setup: A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "ADDERALL 10 MG TABLET ORAL (Schedule II)" from the 'New Order' field. Set the 'Dose' field to "2". Validate the 'Dose Unit' field is equal to "Tablet". Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "28" and click [Days]. Set the 'Start Date' field to "t-27". Set the 'Start Time' field to the current time. Validate the 'Dispense Qty' field is equal to "112". Select "Tablet" from the 'Dispense Qty Unit' field. Validate the 'Earliest Fill Date' field is equal to the current date. Search for and select "Anger" from the 'Diagnosis' field. Click [Add to Scratchpad] and [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Select 'None in the 'Output' field and click [Sign]. Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Copy]. Validate the 'Diagnosis' field is equal to "Anger". Click [Refresh Orders]. Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Modify]. Validate the 'Diagnosis' field is equal to "Anger". Click [Refresh Orders]. Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Reorder]. Validate the 'Diagnosis' field is equal to "Anger". Scenario 2: OE NX - Orders This Episode - Renew 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. Create a pharmacy-type order. (Order A) Select "Order A" from the 'Order grid' field and click [Renew]. Set the 'New Stop Date' field to be prior to the 'Effective Renew Date' field. Validate a message is displayed stating "The new stop date/time cannot be before the effective renew date/time" and click [OK]. Set the 'New Stop Date' field equal to "Today" and the 'New Stop Time' field prior to the 'Effective Renew Time' field. Validate a message is displayed stating "The new stop date/time cannot be before the effective renew date/time" and click [OK]. Set the 'Renew' field to "58" and click [Days]. Validate the 'Current Stop Date' field contains the current date. Validate the 'New Stop Date' contains a date "58" days in the future from current date. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains the order with a 'Stop Date' that is "58" days in the future from current date. Scenario 3: 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 4: 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 5: 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 that 'Give Initial Dose Now' [Yes] is selected and that 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 one of the orders for "Order Code A" from the 'Order grid' and click [Modify]. Validate that 'Give Initial Dose Now' [Yes] is pressed. Click [Add to Scratchpad] and [Sign]. Scenario 6: 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 7: 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 8: 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 9: 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 10: 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 11: 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 12: 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 13: 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 14: 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 15: 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 16: OE NX - 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 17: 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 18: 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 19: 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 20: 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. Scenario 21: OE NX - Order Group - Unscheduled One Time Only - Default to selected Specific Setup: An order group (Order Group A) must exist with at least two pharmacy-type order codes where: The first order code does not default to selected in the 'Order Group Dialog'. (Order Code A) The second order code must default to selected, have a default one time only frequency code that does not default to 'Give Initial Dose Now', and have a default duration. (Order Code B) 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". Validate that the 'Order Group' dialog is displayed and that "Order Code B" is selected by default and that the 'Freq' and 'Duration' fields are defaulted from 'Order Group Setup'. Populate the 'Dose' and 'Dose Unit' fields. Select "Order Code A" and populate all fields and click [Add to Scratchpad] and [Sign] Validate the orders display in the 'Order grid'.	Topics • Diagnosis • NX • Order Entry Console
AV-87928 Summary \| Details Avatar NX - Performance Improvements Scenario 1: Progress Notes (Group and Individual) - File an independent note Specific Setup: A client must be enrolled in an existing episode (Client A). 'Progress Notes (Group and Individual)' must have document routing enabled. A practitioner must be associated with the logged in user (Practitioner A). Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" and the desired episode. Select "Independent Note" in the 'Progress Note For' field. Select a note type from the 'Note Type' field. Enter any value in the 'Notes' field. Select "Final" in the 'Draft/Final' field. Click [Submit Note] Validate the document is displayed as expected and click [Accept] Enter the password associated with the logged in user and click [Verify]. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK]. Validate the 'Select Client' field is blank. Close the form. Scenario 2: Validate "Clinical Document Viewer" documents - Entity type "Staff" Specific Setup: Have any modeled form set up for staff entity type (Form A). "Form A" must have document routing enabled. The logged in user must have an associated practitioner with no documents on file in the 'Clinical Document Viewer' (Practitioner A). Steps Access "Form A". Select "Practitioner A" in the 'Select Staff' field. Populate the fields. Select "Final" from the "Draft/Final" field. Validate a dialog stating: "Selecting "Final" prevents future edits." and click [OK]. Click [Submit]. Validate the "Confirm Document" dialog contains the expected data. Click [Sign]. Enter the associated password and click [Verify]. Validate the form closes. Access the 'Clinical Document Viewer' form. Select "Staff" from the 'Select Type:' field. Select "Individual" from the 'Select All or Individual Staff' field. Select "Practitioner A" in the 'Select Staff' field. Click [Process]. Locate and select the document that was saved in the previous steps. Click [View]. Validate the document displays as expected. Click [Search]. Enter the current date in the 'Start:' and 'End:' fields. Click [Process]. Validate the expected results display. Click [Search]. Enter a date prior to the current date in the 'Start:' and 'End:' fields. Click [Process]. Validate no results display. Click [Search] and [Close]. Scenario 3: Financial Eligibility - Add/Edit/Delete financial eligibility record Specific Setup: Guarantor/Payors: An existing guarantor is identified. Note the guarantor code/name. Admission: A new client is created or an existing client is identified who does not have 'Fast Financial Eligibility', 'Family Financial Eligibility', 'Financial Eligibility', or 'Cross Episode Financial Eligibility' records created (Client A). Steps Select "Client A" and open the 'Financial Eligibility' form. Validate the 'Admission Date', 'Episode Number', 'Program', and 'Social Security Number' fields are populated, disabled, and readable. Select the 'Guarantor Selection' tab. Validate the 'Guarantor Information' grid is required. Validate the 'Guarantor #' field is required. Select any value from the 'Guarantor #' field. Validate the 'Guarantor Plan' field is required. Select any value from the 'Guarantor Plan' field. Validate the 'Customize Guarantor Plan' field is required. Select any value from the 'Customize Guarantor Plan' field. Validate the 'Eligibility Verified' field is required. Select any value from the 'Eligibility Verified' field. Validate the 'Coverage Effective Date' field is required. Set the 'Coverage Effective Date' field to any value. Validate the 'Client's Relationship To Subscriber' field is required. Select "Self" from the 'Client's Relationship To Subscriber' field. Validate the 'Subscriber's Name', the 'Subscriber's Address - Street Line 1', the 'Subscriber Address - Zip', the 'Subscriber Address - City', the 'Subscriber Address - State', the 'Subscriber's Social Security #', and the 'Subscriber Sex' fields are required and populate with "Client A". Tab down until the 'Subscriber Address - County' field is in focus. Press the 'space' key. Validate the search field is in focus. Enter any value and validate the expected search results display. Click the 'Subscriber Address - County' field so it is in focus again. Press any letter and validate the expected result displays. Validate the 'Subscriber Assignment Of Benefits' field is required. Select any value from 'Subscriber Assignment Of Benefits' field. Validate the 'Subscriber Release of Info' field is required. Select any value from the 'Subscriber Release of Info' field. Validate the 'Subscriber's Covered Days' field is required. Validate the 'Maximum Covered Dollars' field is required. Select the 'Financial Eligibility' tab. Select the Guarantor previously defined in the 'Guarantor #1' field. Click [Submit]. Select "Client A" and open the 'Financial Eligibility' form. Edit the financial eligibility record that was entered. Validate the data entered is retrieved and displayed. Click [Add New Item]. Validate that a new blank row is added. Click [Delete Selected Item]. Validate the "Are you Sure?" dialogue. Click [Yes]. Validate that the blank row is deleted successfully. Exit the form. Scenario 4: Avatar NX - "View Definition" functionality validations Specific Setup: Have two views defined in the 'View Definition' form that each contain one or more widgets on the view (View A and View B). "View B" must have customization disabled through the 'View Definition' form. A user must be defined and have both "View A" and "View B" on their myDay view (User A). "User A" must have access to the 'View Definition' form. Must be logged in as "User A". Steps Access the 'View Definition' form. Click [Select View]. Select "View A" in the 'Select Views' field. Click [Launch View Designer]. Validate the widgets display as expected. Drag and drop widgets between the 'Available Widgets' and 'Assigned Widgets' columns. Validate widgets are moved as expected. Drag and drop a widget from the 'Assigned Widgets' and the widget layout view area. Validate the widget is moved successfully. Click [Include Client Information header in view]. Click [Submit] and submit the form. From the 'myDay' view, navigate to "View B" and click back to "View A". Validate the 'Client Information' header is aligned with the widgets. Close the sidebar. Validate the view resizes and the 'Client Information' header aligns with the widgets. Open the sidebar. Validate the view resizes and the 'Client Information' header aligns with the widgets. Select the 'My Activity' menu. Select the 'Customize Toggle' button so that it is enabled. Validate the view resizes and the 'Client Information' header aligns with the widgets. Validate the fields inside the widgets are disabled and cannot be interacted with. Select the 'View/Add Widgets' tab and click [Reload View] and [Yes]. Validate layout reflects changes done in the 'View Definition' form. While in 'Customize View', remove one or more widgets from the view. From the right side panel, drag-and-drop them back to the layout. Validate the widget is returned to the layout as expected. Select "View B" and validate the 'Customize Toggle' is disabled. Select the 'Customize Toggle' button to ensure it is still disabled. Verify the 'Reload Menu' button exists. Close the menu. Validate the view resizes and the 'Client Information' header aligns with the widgets.	Topics • Document Routing • Financial Eligibility • NX • Progress Notes (Group And Individual) • View Definition • Widgets
AV-88240 Summary \| Details OE NX - Non-Pharmacy Orders with One Time Only Frequency Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Dictionary Update (CWS) Orders This Episode Frequency Code Setup Order Group Setup Scenario 1: OE NX - Non-Pharmacy Order with One-Time-Only Frequency - Default to '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 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' = "Yes" A therapy 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" in the 'New Order' field. Set the 'Frequency' field to "Frequency Code A". Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Set the 'Duration' field to any value and click [Days]. Set the 'Start Date' field to tomorrow's date. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Select the 'eMAR' widget. Click the 'All Other Order Types' tab. Set the 'Administration Date' field to tomorrow's date. Validate the order for "Order Code A" is displayed with no scheduled hours of administration. Scenario 2: OE NX - Order Group - Non-Pharmacy Order with One-Time-Only Frequency - Default to '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 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 therapy 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. Validate that "Order Code A" is selected by default. Validate the 'Frequency' field contains "Frequency Code A". Validate the 'Start Date/Time' fields are enabled and contain the current date and the current time. Set the 'Duration' field to any value and click [Days]. Click [Custom] next to 'Frequency' and set the 1st 'Scheduled Administration Time' field to "1400" and click [Save]. Click [Add to Scratchpad]. Select "Order Code A" in the 'Scratchpad'. Validate the 'Start Date/Time' fields are enabled and contain the current date and time. Click [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Scenario 3: OE NX - Non-Pharmacy - 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 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 exist that is "Routine" and has administration hours of "09:00 AM" and "09:00 PM". (Frequency Code A) A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B) '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 therapy 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" in the 'New Order' field. Set the 'Frequency' field to "Frequency Code A". Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Set the 'Frequency' field to "Frequency Code B". Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Set the 'Duration' field to any value and click [Days]. Click the [Star] next to 'My Favorites'. Click [Refresh Orders]. Click 'My Favorites', select "Order Code A", and click [Add to Scratchpad]. Select the order in the 'Scratchpad'. Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Click [Sign]. Validate the 'Order grid' contains the order for "Order Code A".	Topics • NX • Order Entry Console