Avatar NX Update 2023.06.00 Acceptance Tests

AV-74590 Summary | Details

Avatar NX - 'Coming In Today' widget

Scenario 1: 'Coming in Today' widget - workflow

Specific Setup:

The 'Coming in Today' widget must be visible from the myDay view.
A Client (Client A) should be enrolled with an episode.
"Client A" must have an address on file that does not contain a value for "Client Address - Street 2" in the 'Update Client Data' form.

Steps

Access the 'Scheduling Calendar' form.
Right click in any available time slot and click [Add Appointment].
Enter the desired value in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired episode in the 'Episode Number' field.
Select the desired value in the 'Program' field.
Click [Submit].
Validate the 'Appointment Grid' contains the appointment created in the previous steps.
Click [Dismiss].
Access the 'Coming In Today' widget.
Validate the appointment for "Client A" is displayed.
Validate the [Not Present] exists.
Click [Not Present].
Validate a message is displayed stating: Change status to "Checked In"? This action cannot be undone.
Click [Yes].
Validate the client's address displays as expected.
Click [Launch Scheduling Calendar].
Validate the appointment for "Client A" has been checked in.
Click [Dismiss].
Access the 'Coming In Today' widget.
Validate the [Currently Checked In] exists.
Click [Currently Checked In].
Validate a message is displayed stating: Change status to "Currently in Treatment"? This action cannot be undone.
Click [Yes].
Validate the [Currently in Treatment] exists.
Click [Currently in Treatment].
Validate a message is displayed stating: Change status to "Checked Out"? This action cannot be undone.
Click [Yes].
Validate the [Checked Out] is disabled.
Click [Launch Scheduling Calendar].
Validate the appointment for "Client A" has been checked out.
Click [Dismiss].

Topics

• 'Coming In Today' widget • NX • Scheduling Calendar

AV-82146 Summary | Details

Avatar NX - Internal Referral Waitlist

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

Internal Client Referrals
Internal Referral Waitlist
Process Internal Referrals

Scenario 1: 'Internal Referral Waitlist' - Add/Edit Internal Referral Waitlist items (other referral type)

Specific Setup:

Have a modeled form that contains a "Non Scrolling Free Text" field designated as a "Referral Group Field" in form 'Table Definition'.
Have a referral type defined in "Internal Referral Type Maintenance" that is associated to that modeled form and a user associated to receive the internal referrals (Referral A). This should be set up to not go directly to Waitlist.
The waitlist for "Referral A" must have many clients.
Have a user (User A) who is a staff member who has client on his caseload (Client A) who was admitted in the system with "User A" as his 'Attending Practitioner'.
Have a client with a referral processed and in the 'Internal Referral Waitlist' form (Client B).
"User A" must have the 'My ToDo's' widget on the myDay view and be logged in.

Steps

Access the 'Internal Client Referrals' form.
Enter "Client A" in the 'Client Being Referred' field.
Populate field 'Internal Referral Type Category' with desired value.
Select "Referral A" in the 'Internal Referral Type Being Requested' field.
Select the desired value the 'Episode' field.
Click [Initiate Internal Referral Process].
Validate the modeled form associated with the referral is displayed.
Populate the modeled form with desired data.
Click [Submit].
Validate the form files successfully.
Access the 'Process Internal Referrals' form.
Validate the 'Internal Referral' field contains the referral for "Client A".
Select the desired column header and verify the entries sort as expected.
Select the referral for "Client A".
Validate the 'Internal Referral Information' field displays data for "Client A".
Select "Waitlist" in the 'Internal Referral Status' field.
Click [Process Internal Referral].
Validate a message stating: "The Internal Referral has been processed Successfully."
Click [OK].
Validate the 'Internal Referral' field does not contain the referral for "Client A".
Access the 'Internal Referral Waitlist' form.
Validate the form loads in a timely manner.
Validate the 'Internal Referral' field contains the referral for "Client A".
Select the referral for "Client A" and validate the 'Internal Referral Information' field displays as expected.
Select "Removed" in the 'Waitlist Status' field.
Select any value in the 'Reason for Removal' field.
Click [Process Waitlist Item].
Validate a message stating: "The Internal Referral has been processed Successfully."
Click [OK].
Validate the 'Internal Referral' field does not contain the referral for "Client A".
Select the referral for "Client B" and validate the 'Internal Referral Information' field displays as expected.
Select "Closed (Send To Do Item)" in the 'Waitlist Status' field
Select any value in the 'Reason for Closure' field.
Click [Process Waitlist Item].
Validate a message stating: "The Internal Referral has been processed Successfully."
Click [OK].
Validate the 'Internal Referral' field does not contain the referral for "Client B".
Select "Add" in the 'Add of Edit' field.
Select "Client A" in the 'Select Client' field.
Select the desired value in the 'Episode' field.
Select "Referral A" in the Waitlist Type' field.
Click [Process Waitlist Item].
Validate the 'Internal Referral' field contains the new referral for "Client A".
Close the form.
Navigate to the 'My To Do's' widget.
Validate the 'Additional ToDo's' field contains the referral for "Client B".
Click [Review To Do Item].
Validate the 'To Do Information' field contains the corresponding values.
Click [Reviewed - Set To Do Item to Reviewed] and [Submit].
Validate the 'ToDo' is reviewed successfully and removed from the 'Additional ToDo's' field.
Close the 'ToDo's' and close the open forms.

Topics

• Internal Client Referrals • Internal Referral Waitlist • NX • Process Internal Referrals

AV-82356 Summary | Details

Avatar NX - Calculations

Scenario 1: User Modeled Assessment - validate calculation

Specific Setup:

A user modeled form (Form A) is defined with the following
Two single response dictionary fields (Field A and Field B).
An input field (Field C).
An integer field (Field D).
'Event Definition' configured to calculate the sum of the values populated in "Field A" and "Field B" upon entering "0" in "Field C" to populate a total score into "Field D".
A client must be enrolled in an existing episode (Client A).

Steps

Select "Client A" and access "Form A".
Select a value for "Field A".
Select a value for "Field B".
Enter "0" in "Field C".
Press the 'Tab' key.
Validate "Field D" updates as expected.
Click [Submit].
Select "Client A" and access "Form A".
Select the record from the previous steps.
Select a different value for "Field A".
Click in "Field C".
Press the 'Tab' key.
Validate "Field D" remains unchanged.
Enter "0" in "Field C".
Press the 'Tab' key.
Validate "Field D" updates as expected.
Continue selecting different values and validate "Field D" updates as expected upon entering "0" in "Field C".
Click [Submit].

Topics

• Modeling • NX

AV-82535 Summary | Details

Avatar NX - Signature Pads

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

Specific Setup:

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

Steps

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

Scenario 2: Treatment Plan - Obtain Signature

Specific Setup:

The 'Treatment Plan' form must have a signature field.
A client must be enrolled in an existing episode (Client A).
Must have a Topaz Signature pad for testing.

Steps

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.
Click [Launch Plan].
Add the desired treatment plan items.
Click [Return To Plan].
Double-click [Sign] in the 'Signature' field.
Validate no errors display and the 'Please Sign On Signature Pad' dialog is displayed.
Sign on the signature pad.
Validate the dialog contains the signature.
Click [Cancel].
Disconnect the signature pad.
Double-click [Sign] in the 'Signature' field.
Validate the 'Please Sign Below' dialog is displayed.
Use the mouse to sign in the dialog box.
Validate the dialog contains the signature.
Click [OK].
Validate the 'Please Sign Below' dialog is no longer displayed.
Validate the 'Signature' field contains the signature.
Select "Final" in the 'Treatment Plan Status' field.
Submit the form.

Topics

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

AV-82593 Summary | Details

Staff Members Hours and Exceptions - 'End Date' field

Scenario 1: 'Staff Members Hours and Exceptions' - Verification of 'Staff Member Hours' Information Entry/Filing

Specific Setup:

A staff member must be defined in 'Practitioner Enrollment' (Staff Member A).

Steps

Access the 'Staff Members Hours and Exceptions' form for "Staff Member A".
Click [Staff Member Hours].
Validate the 'Staff Member Hours' grid is displayed.
Click [New Row].
Enter the desired date in the 'Effective Date' field.
Enter the desired date in the 'End Date' field.
Select the desired day in the 'Day' field.
Select the desired site in the 'Site' field.
Enter the desired times in the 'Start Time' and 'End Time' fields.
Populate any other desired values.
Click [Save], [Yes], and [Submit].
Access the 'Staff Members Hours and Exceptions' form for "Staff Member A".
Click [Staff Member Hours].
Validate the 'Staff Member Hours' grid is displayed.
Validate that the hours entered in the previous steps are displayed as expected.
Clear the value in the 'End Date' field.
Validate the 'End Date' field no longer contains a value.
Click [Save], [Yes], and [Submit].
Access the 'Staff Members Hours and Exceptions' form for "Staff Member A".
Click [Staff Member Hours].
Validate that the 'End Date' field does not contain any value.
Close the form.

Topics

• NX

AV-83437 Summary | Details

Avatar NX - Single-Select Dictionaries

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

Form Designer (PM)

Scenario 1: Form Designer - moving/reordering individual radio buttons and checkboxes

Specific Setup:

Have a form (Form A) that contains the following:
A "Single-Select" locked dictionary field containing three values (Field A)
A "Multiple Select" locked dictionary field containing three values (Field B).
(Note: Single select locked dictionary values display with "radio buttons" and multiple select display with "checkboxes", for selection)
User has access to 'Form Designer'.

Steps

Access 'Form Designer'.
Select "Form A" from the 'Forms' field.
Select the section containing "Field A" and "Field B" from the 'Sections' field.
Click [Show Section].
Select "Field A" on the layout containing the values with radio boxes for selection.
On the left side panel in the "Technical Details" field, locate the 'Option' field.
Validate the three values for "Field A" are listed in the 'Option' field. For this example: "Value A" is the first value, "Value B" is the second value and "Value C" is the third value.
Click and drag one of the values in the 'Option' field to a different order list position. For this example: "Value C" is dragged form the third position to the first position in the list.
Validate "Field A" on the layout, now displays the values in the new order.
Select "Field B" on the layout containing the values with checkboxes for selection.
On the left side panel in the 'Technical Details' field, locate the 'Option' field.
Validate the three values for "Field B" are listed in the 'Option' field. For this example: "Value A" is the first value, "Value B" is the second value and "Value C" is the third value.
Click and drag one of the values in the 'Option' field to a different order list position. For this example: "Value C" is dragged form the third position to the first position in the list.
Validate "Field B" on the layout, now displays the values in the new order.
Select "Field A" on the layout containing the values with radio boxes for selection.
On the left side panel in the 'General' field, select "Horizontal" from the 'Radio/Checkbox Layout' field.
Validate the three values in "Field A" on the layout, are displayed horizontally.
Resize "Field A" and validate the radio buttons are vertically aligned with the text.
Select "Vertical" from the 'Radio/Checkbox Layout' field.
Validate the three values in "Field A" on the layout, are displayed vertically.
Resize "Field A" and validate the radio buttons are vertically aligned with the text.
Select "Field B" on the layout containing the values with checkboxes for selection.
On the left side panel in the 'General' field, select "Horizontal" from the 'Radio/Checkbox Layout' field.
Validate the three values in "Field B" on the layout, are displayed horizontally.
Select "Vertical" from the 'Radio/Checkbox Layout' field.
Validate the three values in "Field B" on the layout, are displayed vertically.
Click [Save], [Yes], and [OK].
Submit the form.
Access "Form A".
Navigate to "Field A".
Validate "Field A" now displays the three values in the new order from the previous steps.
Validate the three values in "Field A" are displayed vertically with the radio buttons vertically aligned with the text.
Navigate to "Field B".
Validate "Field B" now displays the three values in the new order from the previous steps.
Validate the three values in "Field B" are displayed vertically as expected.
Close the form.

Topics

• Forms Designer • NX

AV-84192 Summary | Details

Order Entry Console - Pre-Admit - Order Group

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

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

Scenario 1: OE NX - Pre-Admit - Order Group - One Time Only Frequency - Custom Administration Time

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
The application must not have pharmacies configured in the 'External Pharmacy Setup' form.
The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y".
The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required not 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 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"
Two 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".
"Order Code B" has a default frequency of "Frequency Code B".
A client must have an active pre-admit 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.
Click [Select All].
Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form.
Validate that the 'First Dose Date/Time' fields are hidden.
Validate that the 'Stop Date/Time' fields are hidden.
Validate that the 'Custom' button is visible for both "Order Code A" and "Order Code B".
Click the 'Custom' button for "Order Code A".
Set the 'Scheduled Administration Times;' field to "12:00 PM" and click [Save].
Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared." and click [OK].
Click the 'Custom' button for "Order Code B".
Set the 'Scheduled Administration Times;' field to "12:00 AM" and click [Save].
Click [Add to Scratchpad].
Validate the 'Start Date' fields in the scratchpad for both "Order Code A" and "Order Code B" contain "01/01/2099".
Select "Order Code A" from the 'Scratchpad'.
Validate the 'Give Initial Dose Now - Yes' button is enabled and not pressed.
Click [Custom], validate the 'Scheduled Administration Times:' field contains "12:00 PM" and click [Cancel].
Click [Give Initial Dose Now - Yes].
Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared." and click [OK].
Click [Custom], validate the 'Scheduled Administration Times' field contains no values and click [Cancel].
Set the 'Duration' field to "1" and click [Days].
Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code A" is "01/01/2099".
Select "Order Code B" from the 'Scratchpad'.
Click [Custom], validate the 'Scheduled Administration Times' field contains "12:00 AM" and click [Cancel].
Set the 'Duration' field to "2" and click [Days].
Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code B" is "01/02/2099".
Click [Sign].

Scenario 2: OE NX - Pre-Admit - One Time Only with Default Give Initial Dose Now - Field Validation

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
The application must not have pharmacies configured in the 'External Pharmacy Setup' form.
The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y".
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 pre-admit 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 'Dose' field to "1" and select "Capsule" from the 'Dose Unit' field.
Validate the "Start Date/Time' fields are hidden.
Validate the 'Stop Date/Time' fields are hidden.
Validate the 'First Dose Date/Time' fields are hidden.
Validate that 'Give Initial Dose Now' [Yes] is disabled.
Validate the 'Custom' button is not hidden.
Search for and select "Frequency Code A" from the 'Freq:' field.
Validate that 'Give Initial Dose Now' [Yes] is pressed.
Validate that 'Give Initial Dose Now' [Yes] is enabled.
Validate that 'Skip 1st Dose' [Yes] is disabled.
Validate that [Custom] is not hidden.
Click [Custom].
Set the 1st 'Scheduled Administration Times' field to "1200" and click [Save].
Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared."
Click [OK] and validate that 'Give Initial Dose Now' [Yes] is not pressed.
Click 'Give Initial Dose Now' [Yes].
Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared."
Click [OK].
Click [Custom], validate there are no values listed under 'Scheduled Administration Times' and click [Cancel].
Set the 'Duration' field to "1" and click [Days].
Click [Add to Scratchpad].
Validate the 'Start Date' field contains "01/01/2099".
Validate the 'Stop Date' field contains "01/01/2099".
Select "Order Code A" from the scratchpad.
Validate that 'Give Initial Dose Now' [Yes] is pressed.
Validate that 'Give Initial Dose Now' [Yes] is enabled.
Click [Cancel] and then [Sign].

Topics

• myAvatar/myAvatar NX • NX • Order Entry Console

AV-85692 Summary | Details

Avatar NX - Workstation Resiliency

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

System Security Defaults
User Definition
User Role Definition

Scenario 1: Validate the 'Application Timeout Behavior' functionality

Specific Setup:

A user must have access to all forms (User A).
A user must be defined in the 'User Definition' form (User B) with "10" entered in the 'User Timeout (In Seconds)' field.
A user must be associated with a user role in the 'User Role Definition' (User C) with "10" entered in the 'User Timeout (In Seconds)' field.

Steps

Log in as "User A" and access the 'System Security Defaults' form.
Enter "30" in the 'Lock Screen Timeout (In Seconds)' field.
Select "Lock Application" in the 'Application Timeout Behavior' field.
Click [Submit].
Log out.
Log in as "User B".
Sit idle for 10 seconds.
Validate a 'Lock' dialog stating: "No Activity Detected Locking the system in 15 seconds." displays after 10 seconds.
Let the timer expire.
Validate the application is locked.
Sit idle for 30 seconds.
Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 30 seconds.
Let the timer expire.
Validate the user is logged out.
Log in as "User B".
Click [Lock Application].
Sit idle for 30 seconds.
Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 30 seconds.
Let the timer expire.
Validate the user is logged out.
Log in as "User A" and access the 'System Security Defaults' form.
Select "Exit Application" in the 'Application Timeout Behavior' field.
Click [Submit].
Log out.
Log in as "User B".
Sit idle for 10 seconds.
Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 10 seconds.
Let the time expire.
Validate the user is logged out.
Log in as "User C".
Sit idle for 10 seconds.
Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 10 seconds.
Let the timer expire.
Validate the user is logged out.
Log in as "User A".
Put computer to sleep.
Wait in excess of 10 minutes.
Wake computer.
A message occurs that indicates "The network has terminated connectivity to your workstation and ended the myAvatar NX session. This may occur when the workstation has gone to sleep or the connection has been lost for at least 10 minutes. myAvatar NX will need to be restarted".
Validate the user is logged out.
Log in as "User A".
Begin a second myAvatar session logged in as "User A".
Put computer to sleep.
Wait in excess of 10 minutes.
Wake computer.
For each session, a message occurs that indicates "The network has terminated connectivity to your workstation and ended the myAvatar NX session. This may occur when the workstation has gone to sleep or the connection has been lost for at least 10 minutes. myAvatar NX will need to be restarted".
Validate each user is logged out.
Log in as "User A" and access the 'System Security Defaults'.
Set the 'Lock Screen Timeout' to "300".
Put computer to sleep for around 5 minutes.
User remains logged into the session.

Topics

• NX

AV-86159 Summary | Details

Avatar NX - Integrated eSignature

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

Clinical Document Viewer
Progress Notes (Group and Individual)
Registry Settings (PM)

Scenario 1: Integrated eSignature - Progress Notes - Collect eSignature via Document Routing (No Approvers)

Specific Setup:

Please note: this is for Avatar NX systems only.
Avatar NX must be configured to integrate with myHealthPointe.
A client is enrolled in an existing episode with the following (Client A):
'Date of Birth' on file
'Email Address' on file
Login credentials for myHealthPointe
The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
Document Routing is enabled on the 'Ambulatory Progress Notes' form and an approver is not required.
The 'Pending eSignatures' widget must be accessible on the HomeView.

Steps

Select "Client A" and access the 'Ambulatory Progress Notes' form.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate a 'Confirm Document' dialog is displayed.
Click [Accept and Route].
Enter the password for the logged in user in the 'Password' field and click [Verify].
Select "Collect eSignature" in the 'Send to myHealthPointe' field.
Click [Submit].
Navigate to the 'Pending eSignatures' widget.
Validate a row is displayed for the eSignature request sent for "Client A".
Access Crystal Reports or other SQL Reporting tool.
Create a report using the 'DocR.esignature' SQL table.
Validate a row is displayed for the eSignature request sent for "Client A".
Validate the 'eSignature_status' field contains "Pending".
Log in to myHealthPointe for "Client A".
Select the "Documents Awaiting Signature" section.
Validate the document sent for eSignature is displayed.
Click [Sign and Submit].
Enter an eSignature in the 'Enter the Signature' field.
Click [Sign and Submit].
Validate the document is no longer displayed.
Navigate to the 'Pending eSignatures' widget.
Validate the row is no longer displayed for "Client A".
Access Crystal Reports or other SQL Reporting tool.
Refresh the report using the 'DocR.esignature' SQL table.
Validate the 'eSignature_status' field now contains "Approved".
Close the report.
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select Client:' field.
Select "Individual" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate two document rows are displayed for the client:
One 'Document Description' contains "Integrated eSignature request" - this is what was sent to myHealthPointe for eSignature.
One 'Document Description' contains "Ambulatory Progress Notes" - this is the progress note document finalized via document routing.
Select both documents for viewing and click [View].
Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
Validate the "Ambulatory Progress Notes" finalized document displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
Click [Close All Documents] and close the form.

Scenario 2: Integrated eSignature - Treatment Plan - Send Document Only via Document Routing

Specific Setup:

Please note: this is for Avatar NX systems only.
Avatar NX must be configured to integrate with myHealthPointe.
A client is enrolled in an existing outpatient episode with the following (Client A):
'Date of Birth' on file
'Email Address' on file
Login credentials for myHealthPointe
The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
Document Routing is enabled on the 'Treatment Plan' form and an approver is not required.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Enter the desired date in the 'Plan Date' field.
Enter the desired value in the 'Plan Name' field.
Populate all other required and desired fields.
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit].
Validate a 'Confirm Document' dialog is displayed.
Click [Accept and Route].
Enter the password for the logged in user in the 'Password' field and click [Verify].
Select "Document Only" in the 'Send to myHealthPointe' field.
Click [Submit].
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select Client:' field.
Select "Individual" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate two document rows are displayed for the client:
One 'Document Description' contains "Document sent for review" - this is what was sent to myHealthPointe for review.
One 'Document Description' contains "Treatment Plan" - this is the finalized treatment plan form finalized via document routing.
Select both documents for viewing and click [View].
Validate the documents display as expected.
Click [Close All Documents] and close the form.
Log in to myHealthPointe for "Client A".
Select the "Documents" section.
Validate the document sent via document routing is displayed.
Select the document and validate the pdf opens and displays as expected.
Close the document.

Scenario 3: Integrated eSignature - Modeled Form - Collect eSignature via Document Routing (With Approvers)

Specific Setup:

Please note: this is for Avatar NX systems only.
Avatar NX must be configured to integrate with myHealthPointe.
A client is enrolled in an existing episode with the following (Client A):
'Date of Birth' on file
'Email Address' on file
Login credentials for myHealthPointe
The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
A "Client" entity modeled form must be defined (Form A).
Document Routing is enabled on "Form A".
The 'Pending eSignatures' widget must be accessible on the HomeView.

Steps

Select "Client A" and access "Form A".
Populate all required and desired fields.
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit].
Validate a 'Confirm Document' dialog is displayed.
Click [Accept and Route].
Enter the password for the logged in user in the 'Password' field and click [Verify].
Add the staff associated to the logged in user as an approver.
Select "Collect eSignature" in the 'Send to myHealthPointe' field.
Click [Submit].
Navigate to the 'Pending eSignatures' widget.
Validate a row is displayed for the eSignature request sent for "Client A".
Access Crystal Reports or other SQL Reporting tool.
Create a report using the 'DocR.esignature' SQL table.
Validate a row is displayed for the eSignature request sent for "Client A".
Validate the 'eSignature_status' field contains "Pending".
Navigate to the 'My To Do's' widget.
Validate a To-Do is not displayed for the document for "Client A" that has a pending eSignature.
The To-Do will only be generated after the document has been signed by the client in myHealthPointe.
Log in to myHealthPointe for "Client A".
Select the "Documents Awaiting Signature" section.
Validate the document sent for eSignature is displayed.
Click [Sign and Submit].
Enter an eSignature in the 'Enter the Signature' field.
Click [Sign and Submit].
Validate the document is no longer displayed.
Navigate to the 'Pending eSignatures' widget.
Validate the row is no longer displayed for "Client A".
Access Crystal Reports or other SQL Reporting tool.
Refresh the report using the 'DocR.esignature' SQL table.
Validate the 'eSignature_status' field now contains "Approved".
Close the report.
Navigate to the 'My To Do's' widget.
Validate a To-Do is displayed for "Client A".
Click [Review] and [Accept].
Validate the 'Document Preview' contains the following electronic signatures appended to the end of the document:
Electronically signed by Author
Electronically signed by "Client A"
Electronically signed by Approver
Click [Sign].
Enter the password for the logged in user in the 'Password' field and click [Verify].
Validate the To-Do is no longer displayed.
Click [Close].
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select Client:' field.
Select "Individual" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate two document rows are displayed for the client:
One 'Document Description' contains "Integrated eSignature request" - this is what was sent to myHealthPointe for eSignature.
One 'Document Description' contains "Form A" - this is the modeled form finalized via document routing.
Select both documents for viewing and click [View].
Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
Validate the "Form A" finalized document displays the document with the author's signature, "Client A" signature, and the approving practitioner signature.
Click [Close All Documents] and close the form.

Scenario 4: Integrated eSignature - Append Documents

Specific Setup:

Please note: this is for Avatar NX systems only.
Avatar NX must be configured to integrate with myHealthPointe.
A client is enrolled in an existing episode with the following (Client A):
'Date of Birth' on file
'Email Address' on file
Login credentials for myHealthPointe
The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
Document Routing is enabled on the 'Progress Notes (Group and Individual)' form and an approver is not required.
The 'Pending eSignatures' widget must be accessible on the myDay view.

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a 'Confirm Document' dialog is displayed.
Click [Accept and Route].
Enter the password for the logged in user in the 'Password' field and click [Verify].
Select "Collect eSignature" in the 'Send to myHealthPointe' field.
Click [Submit].
Navigate to the 'Pending eSignatures' widget.
Validate a row is displayed for the eSignature request sent for "Client A".
Access Crystal Reports or other SQL Reporting tool.
Create a report using the 'DocR.esignature' SQL table.
Validate a row is displayed for the eSignature request sent for "Client A".
Validate the 'eSignature_status' field contains "Pending".
Log in to myHealthPointe for "Client A".
Select the "Documents Awaiting Signature" section.
Validate the document sent for eSignature is displayed.
Click [Sign and Submit].
Enter an eSignature in the 'Enter the Signature' field.
Click [Sign and Submit].
Validate the document is no longer displayed.
Navigate to the 'Pending eSignatures' widget.
Validate the row is no longer displayed for "Client A".
Access Crystal Reports or other SQL Reporting tool.
Refresh the report using the 'DocR.esignature' SQL table.
Validate the 'eSignature_status' field now contains "Approved".
Close the report.
Access the 'Append Documents' form.
Select the note type associated to the 'Progress Notes (Group and Individual)' form in the 'Form Type' field.
Select "Client A" in the 'Entity' field.
Enter the current date in the 'From Date' and 'To Date' fields.
Select the progress note filed in the previous steps in the 'List of Documents' field.
Click [Display Document].
Validate the document displays with the signature for "Client A" appended to the bottom right corner.
Click [Close All Documents and Exit].
Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
Click [Submit].
Validate a 'Confirm Document' dialog is displayed.
Validate the document is displayed with the signature for "Client A" in the bottom right corner and the new comments appended to the end of the original document.
Click [Accept].
Enter the password for the logged in user in the 'Password' field and click [Verify].
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select Client:' field.
Select "Individual" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate two document rows are displayed for the client:
One 'Document Description' contains "Integrated eSignature request" - this is what was sent to myHealthPointe for eSignature.
One 'Document Description' contains "Progress Notes (Group and Individual)" - this is the finalized progress notes form finalized via document routing.
Select both documents for viewing and click [View].
Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner.
Validate the "Progress Notes (Group and Individual)" finalized document displays the document with the author's signature, the signature for "Client A" in the bottom right corner, and the new comments appended to the end of the original document.
Click [Close All Documents] and close the form.

Topics

• Integrated eSignature • NX

AV-86450 Summary | Details

Avatar NX - Form Designer

Scenario 1: Form Designer - Export/Import Layout Changes

Specific Setup:

Have a robust form containing several sections and several fields on each section (Form A).
Edit any section (Section A) of "Form A" and make any type of form designer change in the section. For this example, a field is moved to different location (Field A).

Steps

Access "Form A".
Navigate to "Section A".
Validate the form designer change made in the setup is present and "Field A" is in a new location.
Access the 'Form Designer' form.
Select "Form A" from the 'Forms' field.
Click [Export Form Designer Copy].
Validate a 'Confirm' dialog stating "Export Complete." and click [OK] (Note: Export files are saved in the "Downloads" folder)
Close the form.
Access the 'Form Designer' form.
Select "Form A" from the 'Forms' field.
Select "Section A" in the "Sections" field.
Click [Show Section].
Revert the form designer change confirmed in step 1b so "Field A" is returned to its original location.
Click [Save], [OK] and [Submit].
Access "Form A".
Navigate to "Section A".
Validate the form designer change made in step 3d is present.
Close the form.
Access the 'Form Designer' form.
Select "Form A" from the 'Forms' field.
Click [Import Form Designer Copy]
Navigate to the location of the export file.
Select the file.
Click [Show Section].
Validate the screen opens and displays as expected.
Click [Cancel] and [Yes].
Click [Submit].
Access "Form A".
Navigate to "Section A".
Validate the form designer change imported is present and "Field A" is in a new location.
Close the form.

Topics

• Forms Designer • NX

AV-87060 Summary | Details

Avatar NX - TDE grids

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

National Drug Code Reporting

Scenario 1: National Drug Code Reporting - Field validation

Specific Setup:

A client must be enrolled in an existing episode (Client A).
"Client A" must have an open service on file (Service A).

Steps

Access the 'National Drug Code Reporting' form.
Enter and select "Client A" in the 'Client ID' field.
Populate the 'Service Start Date' and 'Service End Date' fields for the corresponding values for "Service A".
Select "Service A" from the 'Service To Record Information For' field.
Click [Launch NDC Input].
Enter the desired value in the 'National Drug Code' field. Please note: this must be in 'NNNNN-NNNN-NN' format.
Enter the desired value in the 'Quantity' field.
Select the desired value in the 'Unit or Basis of Measurement' field.
Click [Save].
Validate a 'Filing Complete' dialog stating "Data has been filed successfully." and click [OK].
Select "Service A" from the 'Service To Record Information For' field.
Click [Launch NDC Input].
Validate the data filed in the previous steps displays.
Click [New Row].
Enter an invalid number in the 'National Drug Code' field.
Validate an 'Error' dialog stating: "Invalid entry. Please enter in the format 'NNNNN-NNNN-NN'." and click [OK].
Enter the desired valid number in the 'National Drug Code' field.
Enter the desired value in the 'Quantity' field.
Select the desired value in the 'Unit or Basis of Measurement' field.
Click [Save].
Validate a 'Filing Complete' dialog stating "Data has been filed successfully." and click [OK].
Select "Service A" from the 'Service To Record Information For' field.
Click [Launch NDC Input].
Validate the data filed in the previous steps displays.
Select second entry and click [Copy/Paste Row].
Validate a new entry is created with same data.
Edit the data in new entry.
Select the second entry.
Click [Delete Row].
Validate a 'Confirm Delete' dialog stating: "Are you sure you want to delete these rows?" and click [Yes].
Click [Save].
Validate a 'Filing Complete' dialog stating "Data has been filed successfully." and click [OK].
Select "Service A" from the 'Service To Record Information For' field.
Click [Launch NDC Input].
Validate appropriate data displays.
Click [Close/Cancel].
Close the form.

Topics

• National Drug Code Reporting • NX

AV-87299 Summary | Details

Avatar NX - Results to Review

Scenario 1: My To Do's Widget - Results to Review

Specific Setup:

The 'My To Do's' widget must be configured to the user's myDay view.
A client must be enrolled in an existing episode (Client A).
At least one order must be placed in the 'Order Entry Console' for "Client A".
The following results entered via "Results Entry" for the test client.
An abnormal result (Result A).
A normal result (Result B).
Notifications must be configured in the 'Notifications Setup' form for 'Results Entry'.

Steps

Open the 'My To Do's' widget.
Select the 'Results to Review' item for "Client A".
Click [Review Results].
Validate the data for "Result A" displays red and bolded in the 'Lab Result' and 'Flag' fields.
Validate the data for "Result B" displays normally.
Click [Mark Reviewed].
Enter any value in the 'Notes' field.
Click [Save].
Validate the To Do selected has been removed from the user's 'To Do' list.

Topics

• "My To Do's" widget • NX • Results

AV-87690 Summary | Details

Avatar NX - 'Coming In Today' widget

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

Coming In Today - Netsmart
Individual Progress Note

Scenario 1: 'My Calendar' and 'Coming In Today' undocked widgets - right click form launch functionality

Specific Setup:

'My Calendar' and 'Coming in Today' widgets are on the HomeView.
A client must be defined (Client A).
"Client A" must have an appointment scheduled for the current date in the status of 'Canceled'.
The 'Disposition' 'Defined Extended Dictionary Value' must be defined in the 'Appointment Status' (data element 10005) in the 'Dictionary Update' form.
A user that is associated to a staff member must be configured with an appointment scheduled with "Client A" for the current date (User A).
"User A" must be configured with 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition'.

Steps

Navigate to the 'My Calendar' widget.
Click [Undock].
Validate that the appointment for "Client A" is displayed with the appropriate disposition icon defined for a canceled appointment.
Right click on the appointment.
Click [Select Client].
Validate that "Client A" is in context.
Click [Launch Chart].
Validate that the 'Client Dashboard' opens for "Client A".
Click [Close].
Click any form that is configured for this user in 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition' (ex. 'Progress Notes (Group and Individual)').
Validate that form opens with the information from "Client A's" appointment (ex. Client ID, Episode Number, Service Code).
Click [Discard].
Navigate to the 'Coming In Today' widget.
Click [Undock].
Select the 'Staff Calendars' tab.
Select 'Individual' from the 'Individual/Site' field.
Search and select "User A".
Validate that the appointment for "Client A" is displayed with the appropriate disposition icon defined for a canceled appointment.
Right click on the appointment.
Click [Select Client].
Validate that "Client A" is in context.
Click [Launch Chart].
Validate that the 'Client Dashboard' opens for "Client A".
Click [Close].
Click any form that is configured for this user in 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition' (ex. 'Progress Notes (Group and Individual)').
Validate that form opens with the information from "Client A's" appointment (ex. Client ID, Episode Number, Service Code).
Click [Discard].
Navigate to the 'Coming In Today' widget.
Click [Undock].
Select the 'Staff Calendars' tab.
Select 'Site' from the 'Individual/Site' field.
Search and select the site where the appointment for "Client A" was scheduled for with the appropriate disposition icon defined for a canceled appointment.
Validate that the appointment for "Client A" is displayed.
Right click on the appointment.
Click [Select Client].
Validate that "Client A" is in context.
Click [Launch Chart].
Validate that the 'Client Dashboard' opens for "Client A".
Click [Close].
Click any form that is configured for this user in 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition' (ex. 'Progress Notes (Group and Individual)').
Validate that form opens with the information from "Client A's" appointment (ex. Client ID, Episode Number, Service Code).
Click [Discard].
Select the 'Coming In Today' tab.
Select the appointment for 'Client A'.
Validate the payment functionality is visible.
Close the widget.

Topics

• NX • Scheduling Calendar • Widgets

AV-87786 Summary | Details

Avatar NX - 'Registry Settings'

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

Admission
Discharge
Registry Settings (PM)

Scenario 1: Validate the 'Disable Demographics Section On Discharge Form' registry setting

Specific Setup:

A client must have an active episode (Client A).
The 'Disable Demographics Section On Discharge Form' registry setting is set to "N".

Steps

Access the 'Registry Settings' form.
Enter "Disable Demographics Section on Discharge Form" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Validate that the 'Registry Setting' field is equal to "Avatar PM->Client Information->Client Demographics->->->Disable Demographics Section On Discharge Form".
Validate the 'Registry Setting Value' field contains "N".
Enter "1" in the 'Registry Setting Value' field.
Click [Submit].
Validate a message is displayed stating: "The selected value is not valid in the current system code for the following reason: Invalid response -- must be Y or N".
Click [OK].
Validate the 'Registry Setting Value' field has cleared the invalid value and contains "N".
Validate the "Submit" button is enabled.
Click [Submit] and close the form.
Select "Client A" and access the 'Admission' form.
Select the 'Demographics' section.
Validate fields in the 'Demographics' section are not disabled.
Close the form.
Select "Client A" and access the 'Discharge' form.
Enter the required details in the 'Discharge' section.
Select the 'Demographics' section.
Validate fields in the 'Demographics' section are not disabled.
Close the form.
Access the 'Registry Settings' form.
Enter "Disable Demographics Section on Discharge Form" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Validate that the 'Registry Setting' field is equal to "Avatar PM->Client Information->Client Demographics->->->Disable Demographics Section On Discharge Form".
Enter "Y" in the 'Registry Setting Value' field.
Click [Submit] and close the form.
Log out of the application and log back in.
Select "Client A" and access the 'Discharge' form.
Select the 'Demographics' section.
Validate all fields are disabled.
Close the form.
Select "Client A" and access the 'Admission' form.
Select the 'Demographics' section.
Validate fields in the 'Demographics' section are not disabled.
Close the form.

Topics

• Discharge • NX • Registry Settings

AV-87874 Summary | Details

Avatar NX - Quick Links

Scenario 1: Validate Undocked Forms/Widgets

Specific Setup:

One or more clients enrolled in existing episodes.
One or more scheduled appointments exist.
The 'Coming In Today' and 'My Calendar' widgets are on the MyDay view.
A client has a diagnosis record on file (Client A).
The 'Diagnosis' form has quick links for 'Next Of Kin' and 'Update Client Data'.

Steps

Click [Undock Scheduling Calendar] in the 'Control Panel'.
Validate the undocked 'Scheduling Calendar' is displayed.
Validate the window title displays as: Scheduling Calendar - Netsmart.
Validate the 'Appointment Grid' contains any scheduled appointments.
Click [Dismiss].
Select "Client A" and access the undocked 'Diagnosis' form.
Select to edit any existing record.
Validate the window title displays as: Diagnosis - Netsmart.
Switch to the main application.
Select another client and switch back to the undocked 'Diagnosis' form for "Client A".
Click the [Next Of Kin] quick link.
Validate the 'Next Of Kin' undocked form is displayed for "Client A".
Validate the window title displays as: Next Of Kin - Netsmart.
Navigate back to the undocked 'Diagnosis' form.
Click the [Update Client Data] quick link.
Validate the 'Update Client Data' undocked form is displayed.
Validate the window titles displays as: Update Client Data - Netsmart.
Navigate back to the 'Next Of Kin'' window.
Close all the forms.
Undock the 'Coming In Today' widget.
Validate the window title displays as: Coming In Today - Netsmart.
Validate any appointments for today are displayed.
Close the window.
Undock the 'My Calendar' widget.
Validate the window title displays as: My Calendar - Netsmart.
Click [day].
Validate the practitioner's appointments for today are displayed.
Undock any desired widgets.
Logout
Validate all undocked browser windows close.

Topics

• Diagnosis • NX • Widgets

AV-87986 Summary | Details

Avatar NX - Widget Persistence

Scenario 1: Widget Definition / Widget Wizard - Staff ID based widgets

Specific Setup:

A 'Widget Definition' or 'Widget Wizard' widget for 'Staff ID' must exist with the ability to be undocked and be assigned to a view (Widget A).
The logged in user must have "Widget A" assigned to their myDay view (View A).
The logged in user must have an additional associated view containing "Widget A" (View B).
The 'Staff ' tab must be enabled under 'Preferences'. Please note: you must log back in for this to take effect.

Steps

On "View A" select the desired staff member under the 'Staff' field.
Validate "Widget A" contains the information associated with the selected staff member.
Navigate to "View B".
Validate "Widget A" contains the information associated with the selected staff member.
Navigate to "View A".
Validate "Widget A" displays as expected.
Select the desired staff member under the 'Staff' field.
Validate "Widget A" contains the information associated with the selected staff member.
Navigate to "View B".
Validate "Widget A" contains the information associated with the selected staff member.
Continue navigating to the desired views, and validate "Widget A" does not need to refresh unless selecting a new staff member.

Scenario 2: Avatar NX - Views configured with associated views and workflow items

Specific Setup:

A client must be admitted to an existing episode and have a 'Review To Do Item' routed to the logged in user. (Client A).
User's 'myDay' view must have an associated view that contains CC Inbox POV (View A).
User's 'myDay' view must have an associated view that contains Medical Note POV and the 'My To-Do's' widget (View B).
User's 'myDay' view must have several associated views that do not contain POV's (View C).
"View C" must have a workflow item that contains a POV (Item A) and a workflow item that does not contain a POV (Item B).
User's 'myDay' view must have an associated view that contains the 'Client Acuity', 'Client's Care Team', and 'Rule Based Routing' widgets (View D).
Document routing must be enabled for the 'Progress Notes (Group & Individual)' form.
At least one client based SQL widget must be added to the 'Progress Notes (Group and Individual)' form using 'Form Designer' (Widget A).
A client must be admitted to an existing episode and have data filed corresponding to 'Widget A' (Client A).
Please note: this scenario is for Avatar NX systems.

Steps

Select "Client A" and select "View A".
Validate the view opens and displays as expected.
Select "View B".
Validate the view opens and displays as expected.
Open the 'My To-Do's' widget.
Click [Review To Do Item].
Validate the form displays as expected.
Click [Discard].
Validate user is taken back to the 'My To-Do's'.
Switch between "View A" and "View B" a dozen times and then select the 'View Menu'.
Validate the 'View Menu' opens and displays as expected.
Close the 'View Menu'.
Select "View C".
Validate the view opens and displays as expected.
Select "Item A" and validate the workflow item opens and displays as expected.
Select "Item B" and validate the workflow item opens and displays as expected.
Continue selecting the desired views and workflow items and validate they open and display as expected.
Access the 'Progress Notes' (Group and Individual)' form.
Validate "Widget A" displays as expected.
Select "View A".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Scroll down and validate the form tab is anchored to the top of the page.
Select the form tab.
Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
Select "View C".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Scroll down and validate the form tab is anchored to the top of the page.
Select the form tab.
Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
Select "View D".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Scroll down and validate the form tab is anchored to the top of the page.
Access the 'Diagnosis' form.
Click [Add].
Validate the 'Diagnosis' form opens and displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Select the 'Progress Notes (Group and Individual)' form tab.
Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
Select "myDay".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Scroll down and validate the form tab is anchored to the top of the page.
Select the 'Progress Notes (Group and Individual)' form tab.
Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
Populate the desired and required fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Confirm Document' dialog containing the note and click [Sign].
Enter the password of the logged in user and click [Verify].
Validate a 'Progress Notes' dialog stating "Note filed." and click [OK].
Close the form.
Select the 'Diagnosis' form tab.
Validate the 'Diagnosis' form displays as expected.
Close the form.
Validate the user is taken back to the "myDay" view.
Access the desired form.
Validate the form displays as expected.
Continue opening and closing the desired forms.
Validate they display and close as expected.

Scenario 3: Validate the 'Client Diagnoses' widget display and open record

Specific Setup:

A client must be enrolled in an existing episode (Client A).
Must have the 'Client Diagnoses' widget configured on the myDay view.
Must have an additional associated view (View A).

Steps

Select "Client A" and access the 'Diagnosis' form.
Select the desired value in the 'Type of Diagnosis' field.
Enter the desired date in the 'Date of Diagnosis' field.
Enter the desired value in the 'Time of Diagnosis' field.
Click [New Row].
Enter any value in the 'Diagnosis Search' field.
Select "Active" in the 'Status' field.
Populate any required and desired fields.
Click [Submit].
Validate a 'Pre-Display Confirmation' dialog stating "Do you want to return to the Pre-Display?"
Click [No].
Navigate to the 'Client Diagnoses' widget.
Select the associated episode in the 'Header Episode' field.
Validate the entry is present in the 'Client Diagnoses' widget.
Navigate to "View A" and then back to the myDay view.
Validate the 'Client Diagnoses' widget displays as expected.
Select the entry.
Validate a 'Diagnosis' pre-display launches with that entry.
Select the entry and click [Edit].
Select the 'Diagnosis' field and validate all the data populated in the previous steps is present.
Select "Void" in the 'Status' field.
Validate the voided diagnosis is crossed off.
Click [Submit].
Navigate to the 'Client Diagnoses' widget.
Select the associated episode in the 'Header Episode' field.
Validate the voided diagnosis no longer displays in the 'Client Diagnoses' widget.

Topics

• Diagnosis • NX • Widgets

AV-88247 Summary | Details

Order Entry Console - Pre-Admit - Give Initial Dose Now

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

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

Scenario 1: OE NX - Pre-Admit - One Time Only with Default Give Initial Dose Now - Field Validation

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
The application must not have pharmacies configured in the 'External Pharmacy Setup' form.
The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y".
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 pre-admit 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 'Dose' field to "1" and select "Capsule" from the 'Dose Unit' field.
Validate the "Start Date/Time' fields are hidden.
Validate the 'Stop Date/Time' fields are hidden.
Validate the 'First Dose Date/Time' fields are hidden.
Validate that 'Give Initial Dose Now' [Yes] is disabled.
Validate the 'Custom' button is not hidden.
Search for and select "Frequency Code A" from the 'Freq:' field.
Validate that 'Give Initial Dose Now' [Yes] is pressed.
Validate that 'Give Initial Dose Now' [Yes] is enabled.
Validate that 'Skip 1st Dose' [Yes] is disabled.
Validate that [Custom] is not hidden.
Click [Custom].
Set the 1st 'Scheduled Administration Times' field to "1200" and click [Save].
Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared."
Click [OK] and validate that 'Give Initial Dose Now' [Yes] is not pressed.
Click 'Give Initial Dose Now' [Yes].
Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared."
Click [OK].
Click [Custom], validate there are no values listed under 'Scheduled Administration Times' and click [Cancel].
Set the 'Duration' field to "1" and click [Days].
Click [Add to Scratchpad].
Validate the 'Start Date' field contains "01/01/2099".
Validate the 'Stop Date' field contains "01/01/2099".
Select "Order Code A" from the scratchpad.
Validate that 'Give Initial Dose Now' [Yes] is pressed.
Validate that 'Give Initial Dose Now' [Yes] is enabled.
Click [Cancel] and then [Sign].

Topics

• myAvatar/myAvatar NX • NX

AV-88262 Summary | Details

Order Entry Console - Orders This Episode - Pre-Admit - Custom Button

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

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

Scenario 1: OE NX - Pre-Admit - Order Group - One Time Only Frequency - Custom Administration Time

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
The application must not have pharmacies configured in the 'External Pharmacy Setup' form.
The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y".
The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required not 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 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"
Two 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".
"Order Code B" has a default frequency of "Frequency Code B".
A client must have an active pre-admit 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.
Click [Select All].
Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form.
Validate that the 'First Dose Date/Time' fields are hidden.
Validate that the 'Stop Date/Time' fields are hidden.
Validate that the 'Custom' button is visible for both "Order Code A" and "Order Code B".
Click the 'Custom' button for "Order Code A".
Set the 'Scheduled Administration Times;' field to "12:00 PM" and click [Save].
Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared." and click [OK].
Click the 'Custom' button for "Order Code B".
Set the 'Scheduled Administration Times;' field to "12:00 AM" and click [Save].
Click [Add to Scratchpad].
Validate the 'Start Date' fields in the scratchpad for both "Order Code A" and "Order Code B" contain "01/01/2099".
Select "Order Code A" from the 'Scratchpad'.
Validate the 'Give Initial Dose Now - Yes' button is enabled and not pressed.
Click [Custom], validate the 'Scheduled Administration Times:' field contains "12:00 PM" and click [Cancel].
Click [Give Initial Dose Now - Yes].
Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared." and click [OK].
Click [Custom], validate the 'Scheduled Administration Times' field contains no values and click [Cancel].
Set the 'Duration' field to "1" and click [Days].
Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code A" is "01/01/2099".
Select "Order Code B" from the 'Scratchpad'.
Click [Custom], validate the 'Scheduled Administration Times' field contains "12:00 AM" and click [Cancel].
Set the 'Duration' field to "2" and click [Days].
Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code B" is "01/02/2099".
Click [Sign].

Scenario 2: OE NX - Pre-Admit - One Time Only with Default Give Initial Dose Now - Field Validation

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
The application must not have pharmacies configured in the 'External Pharmacy Setup' form.
The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y".
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 pre-admit 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 'Dose' field to "1" and select "Capsule" from the 'Dose Unit' field.
Validate the "Start Date/Time' fields are hidden.
Validate the 'Stop Date/Time' fields are hidden.
Validate the 'First Dose Date/Time' fields are hidden.
Validate that 'Give Initial Dose Now' [Yes] is disabled.
Validate the 'Custom' button is not hidden.
Search for and select "Frequency Code A" from the 'Freq:' field.
Validate that 'Give Initial Dose Now' [Yes] is pressed.
Validate that 'Give Initial Dose Now' [Yes] is enabled.
Validate that 'Skip 1st Dose' [Yes] is disabled.
Validate that [Custom] is not hidden.
Click [Custom].
Set the 1st 'Scheduled Administration Times' field to "1200" and click [Save].
Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared."
Click [OK] and validate that 'Give Initial Dose Now' [Yes] is not pressed.
Click 'Give Initial Dose Now' [Yes].
Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared."
Click [OK].
Click [Custom], validate there are no values listed under 'Scheduled Administration Times' and click [Cancel].
Set the 'Duration' field to "1" and click [Days].
Click [Add to Scratchpad].
Validate the 'Start Date' field contains "01/01/2099".
Validate the 'Stop Date' field contains "01/01/2099".
Select "Order Code A" from the scratchpad.
Validate that 'Give Initial Dose Now' [Yes] is pressed.
Validate that 'Give Initial Dose Now' [Yes] is enabled.
Click [Cancel] and then [Sign].

Topics

• myAvatar/myAvatar NX • NX • Order Entry Console

AV-88363 Summary | Details

Avatar NX - Widget Sorting

Scenario 1: 'All Documents' Widget - validate filtering when navigating between views

Specific Setup:

Must have a view that contains the 'All Documents' widget ('All Documents' View).
A client with documents and/or data filed in various forms (ex. 'Vitals Entry', 'Problem List', 'Diagnosis', 'Progress Notes (Group and Individual)') (Client A).
Please note: this scenario is for Avatar NX systems.

Steps

Select "Client A" and navigate to the 'All Documents' view.
Select any value in the 'Form Description' field.
Validate the filter works as expected.
Navigate to the another view and back to the 'All Documents' view.
Validate the filter is retained.
Deselect the value in the 'Form Description' field.
Validate the 'Form Description' field contains "ALL".
Click [Clear Filters].
Select any value in the 'Form Description' field.
Validate the filter works as expected.
Navigate to the another view and back to the 'All Documents' view.
Validate the filter is retained.
Select another value from the 'Form Description' field.
Validate the filters work as expected.
Click [Clear Filters].
Select any value in the 'Date' field.
Validate the filter works as expected.
Navigate to the another view and back to the 'All Documents' view.
Validate the same records are displayed.
Deselect the value in the 'Date' field.
Validate the 'Date' field contains "ALL".
Click [Clear Filters].

Scenario 2: Console Widget - Validate sorting for a client with many episodes

Specific Setup:

A user must have a console widget configured for Progress Notes in the 'Console Widget Configuration' form ('Progress Notes' widget).
A user must have a view configured containing the 'Progress Notes' widget and 'Console Widget Viewer' (View A).
A client must be admitted in 10 or more episodes and have progress notes filed for each episode (Client A).

Steps

Select "Client A" and navigate to the 'Progress Notes' widget.
Click on 'Episode' field.
Validate the entries are sorted in ascending order as expected.
Click on 'Episode' field.
Validate the entries are sorted in descending order as expected.
Continue clicking on various columns and validate the widget sorts as expected.

Topics

• Console Widget • NX • Progress Notes (Group And Individual)

AV-88382 Summary | Details

Avatar NX - Layout Persistence

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

Specific Setup:

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

Steps

Access the 'View Definition' form.
Click [Select View].
Select "View A" in the 'Select Views' field.
Click [Launch View Designer].
Validate the widgets display as expected.
Drag and drop widgets between the 'Available Widgets' and 'Assigned Widgets' columns.
Validate widgets are moved as expected.
Drag and drop a widget from the 'Assigned Widgets' and the widget layout view area.
Validate the widget is moved successfully.
Click [Include Client Information header in view].
Click [Submit] and submit the form.
From the 'myDay' view, navigate to "View B" and click back to "View A".
Validate the 'Client Information' header is aligned with the widgets.
Close the sidebar.
Validate the view resizes and the 'Client Information' header aligns with the widgets.
Open the sidebar.
Validate the view resizes and the 'Client Information' header aligns with the widgets.
Select the 'My Activity' menu.
Select the 'Customize Toggle' button 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.

Scenario 2: Avatar NX - Views configured with associated views and workflow items

Specific Setup:

A client must be admitted to an existing episode and have a 'Review To Do Item' routed to the logged in user. (Client A).
User's 'myDay' view must have an associated view that contains CC Inbox POV (View A).
User's 'myDay' view must have an associated view that contains Medical Note POV and the 'My To-Do's' widget (View B).
User's 'myDay' view must have several associated views that do not contain POV's (View C).
"View C" must have a workflow item that contains a POV (Item A) and a workflow item that does not contain a POV (Item B).
User's 'myDay' view must have an associated view that contains the 'Client Acuity', 'Client's Care Team', and 'Rule Based Routing' widgets (View D).
Document routing must be enabled for the 'Progress Notes (Group & Individual)' form.
At least one client based SQL widget must be added to the 'Progress Notes (Group and Individual)' form using 'Form Designer' (Widget A).
A client must be admitted to an existing episode and have data filed corresponding to 'Widget A' (Client A).
Please note: this scenario is for Avatar NX systems.

Steps

Select "Client A" and select "View A".
Validate the view opens and displays as expected.
Select "View B".
Validate the view opens and displays as expected.
Open the 'My To-Do's' widget.
Click [Review To Do Item].
Validate the form displays as expected.
Click [Discard].
Validate user is taken back to the 'My To-Do's'.
Switch between "View A" and "View B" a dozen times and then select the 'View Menu'.
Validate the 'View Menu' opens and displays as expected.
Close the 'View Menu'.
Select "View C".
Validate the view opens and displays as expected.
Select "Item A" and validate the workflow item opens and displays as expected.
Select "Item B" and validate the workflow item opens and displays as expected.
Continue selecting the desired views and workflow items and validate they open and display as expected.
Access the 'Progress Notes' (Group and Individual)' form.
Validate "Widget A" displays as expected.
Select "View A".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Scroll down and validate the form tab is anchored to the top of the page.
Select the form tab.
Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
Select "View C".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Scroll down and validate the form tab is anchored to the top of the page.
Select the form tab.
Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
Select "View D".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Scroll down and validate the form tab is anchored to the top of the page.
Access the 'Diagnosis' form.
Click [Add].
Validate the 'Diagnosis' form opens and displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Select the 'Progress Notes (Group and Individual)' form tab.
Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
Select "myDay".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Scroll down and validate the form tab is anchored to the top of the page.
Select the 'Progress Notes (Group and Individual)' form tab.
Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
Populate the desired and required fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Confirm Document' dialog containing the note and click [Sign].
Enter the password of the logged in user and click [Verify].
Validate a 'Progress Notes' dialog stating "Note filed." and click [OK].
Close the form.
Select the 'Diagnosis' form tab.
Validate the 'Diagnosis' form displays as expected.
Close the form.
Validate the user is taken back to the "myDay" view.
Access the desired form.
Validate the form displays as expected.
Continue opening and closing the desired forms.
Validate they display and close as expected.

Scenario 3: 'All Documents' Widget - validate filtering when navigating between views

Specific Setup:

Must have a view that contains the 'All Documents' widget ('All Documents' View).
A client with documents and/or data filed in various forms (ex. 'Vitals Entry', 'Problem List', 'Diagnosis', 'Progress Notes (Group and Individual)') (Client A).
Please note: this scenario is for Avatar NX systems.

Steps

Select "Client A" and navigate to the 'All Documents' view.
Select any value in the 'Form Description' field.
Validate the filter works as expected.
Navigate to the another view and back to the 'All Documents' view.
Validate the filter is retained.
Deselect the value in the 'Form Description' field.
Validate the 'Form Description' field contains "ALL".
Click [Clear Filters].
Select any value in the 'Form Description' field.
Validate the filter works as expected.
Navigate to the another view and back to the 'All Documents' view.
Validate the filter is retained.
Select another value from the 'Form Description' field.
Validate the filters work as expected.
Click [Clear Filters].
Select any value in the 'Date' field.
Validate the filter works as expected.
Navigate to the another view and back to the 'All Documents' view.
Validate the same records are displayed.
Deselect the value in the 'Date' field.
Validate the 'Date' field contains "ALL".
Click [Clear Filters].

Topics

• NX • View Definition • Widgets

AV-88723 Summary | Details

Move Selected Data

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

Clinical Document Viewer
Document Routing Setup (PM)
Move Selected Data (CWS)
Progress Notes (Group and Individual)
Move Selected Data (PM)

Scenario 1: Move Selected Data [CWS] - Move data from one episode to another when document routing is enabled

Specific Setup:

A client is enrolled in two existing episodes (Client A).

Steps

Access the 'Document Routing Setup' form.
Select "Avatar CWS" in the 'Application' field.
Click [Select Form].
Select "Progress Notes (Group and Individual)" in the 'Select a form to enable Document Routing' field and click [OK].
Select "Yes" in the 'Enable Document Routing' field.
Select "Yes" in the 'Allow Comments During Approval' field.
Click [File] and close the form.
Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
Select "Episode 1" in the 'Select Episode' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate the 'Confirm Document' dialog is displayed.
Click [Accept].
Enter the password for the logged in user in the 'Password' field and click [Verify].
Enter the desired comments in the 'Approval Comments' field and click [OK].
Validate a message is displayed stating: Note Filed.
Click [OK] and close the form.
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select Type:' field.
Select "Individual" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate the document filed is displayed for "Episode 1" and select it for viewing.
Click [View].
Validate the document displays as expected with the approver signature and approval comments.
Click [Close All Documents] and close the form.
Access the 'Move Selected Data' CWS form.
Select "Client" in the 'Entity Database' field.
Select "Progress Notes (Group and Individual)" in the 'Form' field.
Select "Client A" in the 'Old Entity' field.
Select "Episode 1" in the 'Old Episode' field.
Click [Select Row to be Moved].
Select the record filed in the previous steps and click [OK].
Validate a message is displayed stating: Warning!! The selected row is marked as "Final" and is associated with a finalized document. This row can only be moved to a different episode of the same entity.
Click [OK].
Select "Client A" in the 'New Entity' field.
Select "Episode 2" in the 'New Episode' field.
Enter the desired value in the 'Reason for Moving Data' field.
Click [Submit].
Validate the 'Confirm Document' dialog is displayed.
Click [Accept].
Enter the password for the logged in user in the 'Password' field and click [Verify].
Enter the desired comments in the 'Approval Comments' field and click [OK].
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select Type:' field.
Select "Individual" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate the document filed is displayed for "Episode 2" and select it for viewing.
Click [View].
Validate the document displays as expected with the initial approver's signature and approval comments, information from 'Move Selected Data', and the appending author's signature and approval comments.
Click [Close All Documents] and close the form.

Scenario 2: Move Selected Data [PM] - Move data from one episode to another when document routing is enabled

Specific Setup:

Must have a PM modeled form defined with a 'Draft/Final' field (Form A).
A client is enrolled in two existing episodes (Client A).

Steps

Access the 'Document Routing Setup' form.
Select "Avatar PM" in the 'Application' field.
Click [Select Form].
Select "Form A" in the 'Select a form to enable Document Routing' field and click [OK].
Select "Yes" in the 'Enable Document Routing' field.
Select "Yes" in the 'Allow Comments During Approval' field.
Click [File] and close the form.
Select "Client A" and access "Form A".
Select "Episode 1" and click [OK].
Populate all required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate the 'Confirm Document' dialog is displayed.
Click [Accept].
Enter the password for the logged in user in the 'Password' field and click [Verify].
Enter the desired comments in the 'Approval Comments' field and click [OK].
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select Type:' field.
Select "Individual" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate the document filed is displayed for "Episode 1" and select it for viewing.
Click [View].
Validate the document displays as expected with the approver signature and approval comments.
Click [Close All Documents] and close the form.
Access the 'Move Selected Data' PM form.
Select "Client" in the 'Entity Database' field.
Select "Form A" in the 'Form' field.
Select "Client A" in the 'Old Entity' field.
Select "Episode 1" in the 'Old Episode' field.
Click [Select Row to be Moved].
Select the record filed in the previous steps and click [OK].
Validate a message is displayed stating: Warning!! The selected row is marked as "Final" and is associated with a finalized document. This row can only be moved to a different episode of the same entity.
Click [OK].
Select "Client A" in the 'New Entity' field.
Select "Episode 2" in the 'New Episode' field.
Enter the desired value in the 'Reason for Moving Data' field.
Click [Submit].
Validate the 'Confirm Document' dialog is displayed.
Click [Accept].
Enter the password for the logged in user in the 'Password' field and click [Verify].
Enter the desired comments in the 'Approval Comments' field and click [OK].
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select Type:' field.
Select "Individual" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate the document filed is displayed for "Episode 2" and select it for viewing.
Click [View].
Validate the document displays as expected with the initial approver's signature and approval comments, information from 'Move Selected Data', and the appending author's signature and approval comments.
Click [Close All Documents] and close the form.

Topics

• Clinical Document Viewer • Move Selected Data • Progress Notes

AV-88766 Summary | Details

Avatar NX - Undocked Widgets

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

Console Widget Viewer

Scenario 1: Validate client widget data updates when switching the client in context

Specific Setup:

The logged in user must have one or more client based widgets on their myDay view. For this test the 'Client Information' and 'Client Episodes' and 'Client Diagnosis' widgets are used.
The user must also have the 'Progress Notes' widget on their myDay view.
Have three clients (Client A, Client B, and Client C) admitted to active episodes with diagnosis data, demographic information, and progress notes on file.

Steps

Select "Client A".
Validate the 'Client Information' widget refreshes and displays the expected data.
Validate the 'Client Episodes' widget refreshes and displays the expected data.
Validate the 'Client Diagnosis' widget refreshes and displays the expected data.
Validate the 'Progress Notes' widget refreshes and displays the expected data.
Undock the 'Progress Notes' widget and validate it displays the expected data.
Select an episode from 'Header Episode' field.
Validate the widgets refresh and display "Client A" and the correct episode.
Select "Client B".
Validate the 'Client Information' widget refreshes and displays the expected data.
Validate the 'Client Episodes' widget refreshes and displays the expected data.
Validate the 'Client Diagnosis' widget refreshes and displays the expected data.
Validate the 'Progress Notes' widget refreshes and displays the expected data.
Validate the undocked 'Progress Notes' widget refreshes and displays the expected data.
Select an episode from 'Header Episode' field.
Validate the widgets refresh and display "Client B" and the correct episode.
Select "Client C".
Validate the 'Client Information' widget refreshes and displays the expected data.
Validate the 'Client Episodes' widget refreshes and displays the expected data.
Validate the 'Client Diagnosis' widget refreshes and displays the expected data.
Validate the 'Progress Notes' widget refreshes and displays the expected data.
Validate the undocked 'Progress Notes' widget refreshes and displays the expected data.
Close the undocked widget.

Scenario 2: Validate Undocked Diagnosis Widget documents display in Console Viewer Widget

Specific Setup:

Two clients are enrolled in an existing episode (Client A and Client B).
"Client A" has a diagnosis on file (Diagnosis A).
"Client B" has a diagnosis on file (Diagnosis B).
A user must have a console widget configured for Diagnosis in the 'Console Widget Configuration' form ('Diagnosis' widget) .
A user must have a view configured containing the 'Diagnosis' widget and the 'Console Widget Viewer' (View A).

Steps

Select "Client A" and navigate to "View A".
Undock the 'Diagnosis' widget and validate it opens in a new window.
Validate "Client A" displays at the top of the undocked 'Diagnosis' widget.
Undock the 'Console Widget Viewer' and validate it opens in a new window.
Validate "Client A" displays at the top of the undocked 'Console Widget Viewer'.
In the undocked 'Diagnosis' widget, click [View] .
Validate the undocked 'Console Widget Viewer' displays "Diagnosis A".
Click [Open Record].
Validate the 'Diagnosis' form displays as expected in the main application window.
Close the form.
Select "Client B".
Validate "Client B" displays at the top of the undocked 'Diagnosis' widget.
Validate "Diagnosis A" no longer displays in the undocked 'Console Widget Viewer'.
Validate "Client B" displays at the top of the undocked 'Console Widget Viewer'.
In the undocked 'Diagnosis' widget, click [View].
Validate the undocked 'Console Widget Viewer' displays "Diagnosis B".
Click [Open Record].
Validate the 'Diagnosis' form displays as expected in the main application window.
Close the form.
Select "Client A".
Validate the undocked widget updates to "Client A" and the previously selected "Diagnosis A" displays in the undocked 'Console Widget Viewer'.
Close the undocked widgets.

Scenario 3: Widgets - Undocking widgets embedded in a form

Specific Setup:

The 'Problems', 'Progress Notes', 'Recent Vitals', 'Client Episodes', and 'Client Diagnosis' widgets must be added to the 'Individual Progress Note' form using Form Designer'.
Two clients must be enrolled in more than one existing episode (Client A and Client B).

Steps

Select "Client A" and access the 'Individual Progress Note' form.
Validate the 'Individual Progress Note' form displays as expected.
Validate all the widgets on the form have the undock icon.
Validate the widgets displays a scroll bar to view the data, as expected.
Undock the first widget from the form.
Validate the widget undocks and loads successfully with the 'Client Name' and 'Episode' at the top.
Undock all the widgets on the form.
Validate all the widgets undock and load successfully with the 'Client Name' and 'Episode' at the top.
Select an episode from 'Select Episode' field.
Validate the selected episode displays on the undocked widgets.
Select “Client B” from the ‘Select Client’ field.
Validate all the undocked widgets display the newly selected client at the top.
Select an episode from 'Select Episode' field.
Validate the selected episode displays on the undocked widgets.
Close the form.
Validate all the undocked widgets close successfully.

Scenario 4: 'All Documents' Widget - Validate the undocked 'Console Widget Viewer' updates when switching clients

Specific Setup:

Two clients are enrolled into two existing episodes (Client A) & (Client B) with documents on file in the 'All Documents' Widget.
A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
The 'Default Value for Console View Episodes' registry setting must be set to "1".

Steps

Select "Client A" and navigate to the 'All Documents' view.
Validate the 'Episode Header' field contains "All Episodes".
Undock the 'Console Widget Viewer' from the 'All Documents' view.
Validate the selected client name and episodes display in the undocked 'Console Widget Viewer'.
Select another episode from the 'Episode Header' field.
Validate selected client name and selected episode display in the undocked 'Console Widget Viewer'.
Select any document from the 'All Documents' widget.
Validate the document displays as expected in the undocked 'Console Widget Viewer'.
Select "Client B".
Validate the document for "Client A" no longer displays.
Validate the selected client name and episodes display in the undocked 'Console Widget Viewer'.
Select another episode from the 'Episode Header' field.
Validate selected client name and selected episode display in the undocked 'Console Widget Viewer'.
Select any document from the 'All Documents' widget.
Validate the document displays as expected in the undocked 'Console Widget Viewer'.
Select "Client A".
Validate the previously selected document for "Client A" displays as expected in the undocked 'Console Widget Viewer'.
Select “Client B”.
Validate the previously selected document for "Client B" displays as expected in the undocked 'Console Widget Viewer'.
Close the undocked widget.

Topics

• All Documents Widget • Console Widget • Diagnosis • NX • Progress Notes • Widgets

AV-88768 Summary | Details

Disclosure Management - Omit empty pages

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

Admission
Disclosure Management
Disclosure Management Configuration

Scenario 1: Disclosure Management - Field Validations

Specific Setup:

Using the "Disclosure Management Configuration" form, set up the first page image, watermark, and forms to associate to set up Disclosure Management.

Steps

Open the "Disclosure Management" form.
Populate all required and desired fields in the request, authorization, and the disclosure sections.
Select "Electronic" in the "Disclosure Method" field.
Click the "Process" button.
Validate the appropriate items are included in the disclosure packet.
Click "Disclose".
Click the PDF download icon.
Browse to the location to store the file on the server.
Provide the file name with a .pdf file extension.
Click the "Save" button.

Scenario 2: Disclosure Management - Blank documents

Steps

Open the "Disclosure Management" form.
Generate a disclosure packet that would include a blank crystal report (select the form in the disclosure packet, but ensure the client has no data for that timeframe).
Validate the form would be blank by the messages that pop up that indicate the report will be blank, therefore it will be omitted from the disclosed packet.

Topics

• Disclosure • NX

AV-88785 Summary | Details

Negative Numbers on forms

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

Avatar NX Report Viewer
Client Ledger
Individual Cash Posting (PM)
Vitals Entry

Scenario 1: Entering a negative number in fields.

Specific Setup:

Each agency may identify and test forms that contain numeric or dollar formats.
For the purpose of this test, we will use 'Individual Cash Posting' and 'Vitals Entry'.
Client 1: Select a client to be used in testing that has unpaid services/claims. Note the date range of the services.

Steps

Open 'Individual Cash Posting'
Select the 'Client'.
Select 'All Episodes' in 'Post By'.
Enter desired value in 'Start Date'.
Enter desired value in 'End Date'.
Click [Select Items(s) to Post Against].
Select desired row(s).
Click [OK].
Enter desired value in 'Posting Date'.
Enter desired value in 'Date of Receipt'.
Validate the value in 'Guarantor'.
Enter a negative value in 'Dollar Amount To Be Posted'.
Validate that the error message contains: Dollar Amount To Be Posted must be greater than 0.
Click [OK].
Enter a positive value in 'Dollar Amount To Be Posted'.
Validate the 'Posting Code' becomes required.
Enter desired value in 'Posting Code'.
Enter desired data in remaining fields.
Click [Update Temporary File]
Click [OK].
Click [Submit].
Click [Yes].
Validate receipt is displayed.
Close the receipt.
Close the form.
Open 'Vitals Entry' for the client.
Select desired value in 'Add/Edit/Delete Vital Sign'
Enter desired value in 'Date.
Enter desired value in 'Time'.
Enter a negative number in the following fields and verify that message is received explaining the values allowed in the field: 'Weight', 'O2 Saturation', 'Pulse', 'Respiration', 'Blood Glucose', ' Blood Pressure Sys', and Blood Pressure Dist'.
Close the form.

Topics

• Database Management • NX

AV-88901 Summary | Details

Order Entry Console - Pre-Admit - Give Initial Dose Now

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

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

Scenario 1: OE NX - Pre-Admit - Order Group - One Time Only Frequency - Custom Administration Time

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
The application must not have pharmacies configured in the 'External Pharmacy Setup' form.
The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y".
The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required not 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 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"
Two 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".
"Order Code B" has a default frequency of "Frequency Code B".
A client must have an active pre-admit 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.
Click [Select All].
Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form.
Validate that the 'First Dose Date/Time' fields are hidden.
Validate that the 'Stop Date/Time' fields are hidden.
Validate that the 'Custom' button is visible for both "Order Code A" and "Order Code B".
Click the 'Custom' button for "Order Code A".
Set the 'Scheduled Administration Times;' field to "12:00 PM" and click [Save].
Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared." and click [OK].
Click the 'Custom' button for "Order Code B".
Set the 'Scheduled Administration Times;' field to "12:00 AM" and click [Save].
Click [Add to Scratchpad].
Validate the 'Start Date' fields in the scratchpad for both "Order Code A" and "Order Code B" contain "01/01/2099".
Select "Order Code A" from the 'Scratchpad'.
Validate the 'Give Initial Dose Now - Yes' button is enabled and not pressed.
Click [Custom], validate the 'Scheduled Administration Times:' field contains "12:00 PM" and click [Cancel].
Click [Give Initial Dose Now - Yes].
Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared." and click [OK].
Click [Custom], validate the 'Scheduled Administration Times' field contains no values and click [Cancel].
Set the 'Duration' field to "1" and click [Days].
Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code A" is "01/01/2099".
Select "Order Code B" from the 'Scratchpad'.
Click [Custom], validate the 'Scheduled Administration Times' field contains "12:00 AM" and click [Cancel].
Set the 'Duration' field to "2" and click [Days].
Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code B" is "01/02/2099".
Click [Sign].

Scenario 2: OE NX - Pre-Admit - One Time Only with Default Give Initial Dose Now - Field Validation

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
The application must not have pharmacies configured in the 'External Pharmacy Setup' form.
The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y".
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 pre-admit 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 'Dose' field to "1" and select "Capsule" from the 'Dose Unit' field.
Validate the "Start Date/Time' fields are hidden.
Validate the 'Stop Date/Time' fields are hidden.
Validate the 'First Dose Date/Time' fields are hidden.
Validate that 'Give Initial Dose Now' [Yes] is disabled.
Validate the 'Custom' button is not hidden.
Search for and select "Frequency Code A" from the 'Freq:' field.
Validate that 'Give Initial Dose Now' [Yes] is pressed.
Validate that 'Give Initial Dose Now' [Yes] is enabled.
Validate that 'Skip 1st Dose' [Yes] is disabled.
Validate that [Custom] is not hidden.
Click [Custom].
Set the 1st 'Scheduled Administration Times' field to "1200" and click [Save].
Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared."
Click [OK] and validate that 'Give Initial Dose Now' [Yes] is not pressed.
Click 'Give Initial Dose Now' [Yes].
Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared."
Click [OK].
Click [Custom], validate there are no values listed under 'Scheduled Administration Times' and click [Cancel].
Set the 'Duration' field to "1" and click [Days].
Click [Add to Scratchpad].
Validate the 'Start Date' field contains "01/01/2099".
Validate the 'Stop Date' field contains "01/01/2099".
Select "Order Code A" from the scratchpad.
Validate that 'Give Initial Dose Now' [Yes] is pressed.
Validate that 'Give Initial Dose Now' [Yes] is enabled.
Click [Cancel] and then [Sign].

Topics

• myAvatar/myAvatar NX • NX • Order Entry Console

AV-88933 Summary | Details

Order Entry Console - Orders This Episode - Custom Administration times

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

Frequency Code Setup
Orders This Episode

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

Specific Setup:

A frequency code must exist that has the following configuration:(Every 2 Days)
'Routine or PRN(As Needed)' is set to "Routine"
'One Time Only' is set to "No"
'Interval Frequency' is set to "No"
'Daily Administration' is set to "Not Daily"
'Every Nth Day' is set to "2"
'Times/24 Hours' is set to "1".
A client must have an active inpatient episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Note: For testing purposes the time is currently after "08:00 AM".

Steps

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

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

Specific Setup:

A frequency code must exist that has the following configuration:(Frequency Code A)
'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 "Frequency Code A" 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 the current date.
Validate the 'First Dose Time' field contains "08:00 AM".
Set the 'Start Date' field to the current date.
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Validate the 'First Dose Date' field contains a date that is two days in the future of the current date.
Validate the 'First Dose Time' field contains "08:00 AM".
Set the 'Duration' field to "4" and click [Days].
Click [Add to Scratchpad]
Select the order in the 'Scratchpad' and validate the 'First Dose Date' field contains a date that is two days in the future of the current date and the 'First Dose Time' field contains "08:00 AM".
Click [Cancel Update] and [Sign].
Validate the 'Order grid' contains an order for "KADIAN".
Access the 'eMAR' widget.
Validate the 'Administration Date' field contains the current date
Validate the order for "KADIAN" is displayed and contains a 'Next Administration Date/Time' of a date that is two days in the future of the current date at "0800".
Validate the first cell under the current date for this order contains a dashed line.
Set the 'Administration Date' field to a date that is two days in the future and click [Refresh].
Validate the first cell under the current date contains a dashed line and that the first cell under the date column that is two days in the future contains "0800".

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

Specific Setup:

A frequency code must exist that has the following configuration:(Every 2 Days at 08:00 PM)
'Routine or PRN(As Needed)' is set to "Routine"
'One Time Only' is set to "No"
'Interval Frequency' is set to "No"
'Daily Administration' is set to "Not Daily"
'Every Nth Day' is set to "2"
'Times/24 Hours' is set to "1".
'Hours of Administration (Check appropriate hours of administration, if any.) has "08:00" selected under 'PM(06:00-11: 30 PM)'.
A client must have an active inpatient episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Note: For testing purposes the time is currently after "02:00 PM and before "08:00 PM".

Steps

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

Scenario 4: OE NX - 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 not required and contains the current date.
Validate the 'First Dose Time' field is not required and contains the current date rounded up to the nearest half hour.
Validate the 'Give Initial Dose Now [Yes]' button is selected.
Validate the 'Start Date/Time' fields are disabled and contain the same values as the 'First Dose Date/Time' fields.
Click [Add to Scratchpad] and click [Sign].
Validate the order displays in the 'Order grid'.

Scenario 5: OE NX - 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 6: OE NX - Admission Med Reconciliation - Administration times

Specific Setup:

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

Steps

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

Scenario 7: OE NX - Order Entry Console - Changing Administration Times and Frequency Codes

Specific Setup:

A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
A frequency code must exist with scheduled hours of administration (Ex: Twice a Day 9:00 AM and 9:00 PM)

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code.
Select "Twice a Day" in the 'Freq' field.
Click the 'Custom' link and change the administration times to "0100" and "1300" and click [Save].
Change the 'Freq' field to any other frequency code then change it back to "Twice a Day".
Click the 'Custom' link and validate the administration times display as "0900" and "2100".
Clear the values in the 'Administration Time' fields and click [Save].
Click the 'Custom' link and validate the 'Administration Time' fields are still blank.

Topics

• Avatar eMAR • NX • Order Entry Console

AV-88955 Summary | Details

Order Entry Console - Orders This Episode - Non-Pharmacy - Give Initial Dose Now

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

eMAR
Frequency Code Setup
Orders This Episode
Order Entry Console - My Favorites
Avatar eMAR
App Dashboard
Dictionary Update (CWS)
Task List
Collect Specimens

Scenario 1: OE NX - Pharmacy - Unscheduled One Time Only Frequency Code - Default to Give Initial Dose Now

Specific Setup:

A frequency code 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. (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 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 an order is displayed in the 'Order grid'.
Access 'eMAR' .
Validate "Order Code A" displays with the "Give Initial Dose Now" tag.

Scenario 2: OE NX - Manual Give Initial Dose Now - '(524) Require Hours of Administration for Routine Orders' is required

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to "Hours of Administration are required for Routine orders" in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A frequency code 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. (Frequency Code A)
Please log out of and back into the application after completing the above configuration.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form

Steps

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

Scenario 3: OE NX - "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] then [Refresh].
Click 'My Favorites', select the order and click [Add to Scratchpad].
Select the order in the 'Scratchpad'.
Select "Frequency Code A" in the 'Frequency' field and validate that 'Custom' is not displayed.
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.
Populate all missing and required fields and click [Update Order] 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 displayedand that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date.

Scenario 4: 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 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 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 5: 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 that has an 'Order Type Category' of "Not Applicable". (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.
Select "Frequency Code A" in the 'Frequency' field.
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 [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 and no 'Give Initial Dose Now' tag.

Scenario 6: OE NX - Order Entry Console - Lab Order with One-Time-Only Frequency Code Default Give Initial Dose Now

Specific Setup:

A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
A Frequency Code (Frequency Code A) must be configured as a One-Time-Only and default 'Give Initial Dose Now' through the 'Frequency Code Setup' form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any Lab-type order code.
Populate the required fields selecting "Frequency Code A" from the 'Freq' field.
Click [Add to Scratchpad] and [Sign].
Validate the order created displays in the 'Order grid'.
Navigate to 'eMAR'.
Click the "Lab Orders" tab.
Validate "Give Initial Dose Now" does not display in the 'Order Details' of the Lab-type order.

Scenario 7: OE NX - Lab - My Favorites - Default Give Initial Dose Now

Specific Setup:

A lab-type order code (Lab Code A) must be added to 'My Favorites'
A "One Time Only" frequency code must exist with the 'Default Give Initial Dose Now' field set to "Yes" in the 'Frequency Code Setup' form. (Frequency Code A)
A frequency code must exist with scheduled hours of administration in the 'Frequency Code Setup' form. (Frequency Code B)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the Order Entry Console.
Click 'My Favorites', select "Lab Code A", and click [Add to Scratchpad].
Select "Lab Code A" from the 'Scratchpad'.
Select "Frequency Code A" from the 'Frequency' field.
Validate the 'First Collect Date' and 'First Collect Time' fields are blank.
Select "Frequency Code B" from the 'Frequency' field.
Validate the 'First Collect Date' and 'First Collect Time' fields contain the appropriate data.
Select "Frequency Code A" from the 'Frequency Code' field.
Validate the 'First Collect Date' and 'First Collect Time' fields are blank
Populate any remaining required fields and click [Update Order] and [Sign].
Validate the order displays in the 'Order grid'.
Access 'eMAR'.
Click the 'Lab Orders' tab.
Validate "Lab Code A" displays and does not contain a "Give Initial Dose Now" tag.

Topics

• Avatar eMAR • eMAR • NX • Order Entry Console

AV-89129 Summary | Details

Order Entry Console - Orders This Episode - Custom Administration times

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

Frequency Code Setup
Orders This Episode

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

Specific Setup:

A frequency code must exist that has the following configuration:(Every 2 Days)
'Routine or PRN(As Needed)' is set to "Routine"
'One Time Only' is set to "No"
'Interval Frequency' is set to "No"
'Daily Administration' is set to "Not Daily"
'Every Nth Day' is set to "2"
'Times/24 Hours' is set to "1".
A client must have an active inpatient episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Note: For testing purposes the time is currently after "08:00 AM".

Steps

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

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

Specific Setup:

A frequency code must exist that has the following configuration:(Frequency Code A)
'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 "Frequency Code A" 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 the current date.
Validate the 'First Dose Time' field contains "08:00 AM".
Set the 'Start Date' field to the current date.
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Validate the 'First Dose Date' field contains a date that is two days in the future of the current date.
Validate the 'First Dose Time' field contains "08:00 AM".
Set the 'Duration' field to "4" and click [Days].
Click [Add to Scratchpad]
Select the order in the 'Scratchpad' and validate the 'First Dose Date' field contains a date that is two days in the future of the current date and the 'First Dose Time' field contains "08:00 AM".
Click [Cancel Update] and [Sign].
Validate the 'Order grid' contains an order for "KADIAN".
Access the 'eMAR' widget.
Validate the 'Administration Date' field contains the current date
Validate the order for "KADIAN" is displayed and contains a 'Next Administration Date/Time' of a date that is two days in the future of the current date at "0800".
Validate the first cell under the current date for this order contains a dashed line.
Set the 'Administration Date' field to a date that is two days in the future and click [Refresh].
Validate the first cell under the current date contains a dashed line and that the first cell under the date column that is two days in the future contains "0800".

Scenario 3: OE NX - 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 not required and contains the current date.
Validate the 'First Dose Time' field is not 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 4: 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 5: OE NX - Order Entry Console - Changing Administration Times and Frequency Codes

Specific Setup:

A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
A frequency code must exist with scheduled hours of administration (Ex: Twice a Day 9:00 AM and 9:00 PM)

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code.
Select "Twice a Day" in the 'Freq' field.
Click the 'Custom' link and change the administration times to "0100" and "1300" and click [Save].
Change the 'Freq' field to any other frequency code then change it back to "Twice a Day".
Click the 'Custom' link and validate the administration times display as "0900" and "2100".
Clear the values in the 'Administration Time' fields and click [Save].
Click the 'Custom' link and validate the 'Administration Time' fields are still blank.

Topics

• Avatar eMAR • NX • Order Entry Console

AV-89163 Summary | Details

Order Entry Console - Orders This Episode - Order Group - One Time Only, Give Initial Dose Now

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
App Dashboard
eMAR

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

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with scheduled hour(s) of administration set to "08:00 AM" and 'Default Give Initial Dose Now' set to "No" in the 'Frequency Code Setup' form
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode. (Client A)
"Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Note: For testing purposes the current time is after "08:00 AM".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code.
Populate the required fields selecting "Frequency Code A" from the 'Frequency' field.
Validate 'Skip First Dose' [Yes] is disabled.
Validate the 'First Dose Date' field contains tomorrow's date.
Validate the 'First Dose Time' field contains "08:00 AM".
Validate the 'Start Date' field contains tomorrow's date.
Validate the 'Start Time' field contains "08:00 AM".
Click 'Give Initial Dose Now' [Yes].
Validate the 'First Dose Date' field contains the current date.
Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour.
Change the 'First Dose Time' to any time greater than 60 minutes past the current time.
Validate that 'Give Initial Dose Now' [Yes] is not selected.
Click 'Give Initial Dose Now' [Yes].
Populate any remaining required fields and click [Add to Scratchpad] and [Sign].
Validate the order displays in the 'Order grid'.

Scenario 2: OE NX - Unscheduled One Time Only frequency Code - '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 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. (Frequency Code A)
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 that 'Give Initial Dose Now' [Yes] 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 that 'Give Initial Dose Now' [Yes] is no longer selected.
Re-select 'Give Initial Dose Now' [Yes] 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 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 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' fields change to 'First Dose Date/Time'.
Set the 'Freq' field back to "TWICE A DAY" and validate that the 'First Dose Date/Time' fields change 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 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 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 displayed 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 'Frequency' is defaulted from 'Order Group Setup'.
Populate the 'Dose' and 'Dose Unit' fields.
Click [T] and [Now] in the 'First Dose Date/Time' fields and click [Add to Scratchpad] and [Sign]
Validate the orders display in the 'Order grid'.

Topics

• Avatar eMAR • eMAR • NX • Order Entry Console

AV-89230 Summary | Details

Order Entry Console - Orders This Episode - One Time Only

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

eMAR
Frequency Code Setup
Orders This Episode

Scenario 1: OE NX - Pharmacy - Unscheduled One Time Only Frequency Code - Default to Give Initial Dose Now

Specific Setup:

A frequency code 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. (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 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 an order is displayed in the 'Order grid'.
Access 'eMAR' .
Validate "Order Code A" displays with the "Give Initial Dose Now" tag.

Topics

• eMAR • NX • Order Entry Console

AV-89251 Summary | Details

Order Entry Console - Orders This Episode - One Time Only

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

eMAR
Frequency Code Setup
Orders This Episode
Avatar eMAR

Scenario 1: OE NX - Pharmacy - Unscheduled One Time Only Frequency Code - Default to Give Initial Dose Now

Specific Setup:

A frequency code 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. (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 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 an order is displayed in the 'Order grid'.
Access 'eMAR' .
Validate "Order Code A" displays with the "Give Initial Dose Now" tag.

Scenario 2: OE NX - Manual Give Initial Dose Now - '(524) Require Hours of Administration for Routine Orders' is required

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to "Hours of Administration are required for Routine orders" in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A frequency code 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. (Frequency Code A)
Please log out of and back into the application after completing the above configuration.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form

Steps

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

Scenario 3: OE NX - 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 'Give Initial Dose Now' [Yes].
Validate the 'First Dose Date', 'First Dose Time', 'Start Date', and 'Start Time' fields are all updated to the current date and current time rounded up to the nearest half hour.
Click [Add to Scratchpad] and [Sign].
Validate the order displays in the 'Order grid'.

Scenario 4: OE NX - "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 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 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".

Topics

• Avatar eMAR • eMAR • NX • Order Entry Console

AV-89446 Summary | Details

Avatar NX - Required fields

Scenario 1: Avatar NX - Views configured with associated views and workflow items

Specific Setup:

A client must be admitted to an existing episode and have a 'Review To Do Item' routed to the logged in user. (Client A).
User's 'myDay' view must have an associated view that contains CC Inbox POV (View A).
User's 'myDay' view must have an associated view that contains Medical Note POV and the 'My To-Do's' widget (View B).
User's 'myDay' view must have several associated views that do not contain POV's (View C).
"View C" must have a workflow item that contains a POV (Item A) and a workflow item that does not contain a POV (Item B).
User's 'myDay' view must have an associated view that contains the 'Client Acuity', 'Client's Care Team', and 'Rule Based Routing' widgets (View D).
Document routing must be enabled for the 'Progress Notes (Group & Individual)' form.
At least one client based SQL widget must be added to the 'Progress Notes (Group and Individual)' form using 'Form Designer' (Widget A).
A client must be admitted to an existing episode and have data filed corresponding to 'Widget A' (Client A).
Please note: this scenario is for Avatar NX systems.

Steps

Select "Client A" and select "View A".
Validate the view opens and displays as expected.
Select "View B".
Validate the view opens and displays as expected.
Open the 'My To-Do's' widget.
Click [Review To Do Item].
Validate the form displays as expected.
Click [Discard].
Validate user is taken back to the 'My To-Do's'.
Switch between "View A" and "View B" a dozen times and then select the 'View Menu'.
Validate the 'View Menu' opens and displays as expected.
Close the 'View Menu'.
Select "View C".
Validate the view opens and displays as expected.
Select "Item A" and validate the workflow item opens and displays as expected.
Select "Item B" and validate the workflow item opens and displays as expected.
Continue selecting the desired views and workflow items and validate they open and display as expected.
Access the 'Progress Notes' (Group and Individual)' form.
Validate "Widget A" displays as expected.
Select "View A".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Scroll down and validate the form tab is anchored to the top of the page.
Select the form tab.
Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
Select "View C".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Scroll down and validate the form tab is anchored to the top of the page.
Select the form tab.
Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
Select "View D".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Scroll down and validate the form tab is anchored to the top of the page.
Access the 'Diagnosis' form.
Click [Add].
Validate the 'Diagnosis' form opens and displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Select the 'Progress Notes (Group and Individual)' form tab.
Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
Select "myDay".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Scroll down and validate the form tab is anchored to the top of the page.
Select the 'Progress Notes (Group and Individual)' form tab.
Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected.
Populate the desired and required fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Confirm Document' dialog containing the note and click [Sign].
Enter the password of the logged in user and click [Verify].
Validate a 'Progress Notes' dialog stating "Note filed." and click [OK].
Close the form.
Select the 'Diagnosis' form tab.
Validate the 'Diagnosis' form displays as expected.
Close the form.
Validate the user is taken back to the "myDay" view.
Access the desired form.
Validate the form displays as expected.
Continue opening and closing the desired forms.
Validate they display and close as expected.

Scenario 2: 'Mental Health Progress Note' - Add/Edit note

Specific Setup:

A client must be enrolled in an existing episode and have a treatment plan on file (Client A).
A copy of the 'Progress Notes (Group and Individual)' form is defined and named as 'Mental Health Progress Note'.
Document routing must be enabled for the 'Mental Health Progress Note' form.
The logged in user must have a 'Default Supervisor' in the 'Document Routing' section of the 'User Definition' form (Supervisor A).

Steps

Select "Client A" and access the 'Mental Health Progress Note' form.
Select any value in the 'Progress Note For' field.
Select any value in the 'Note Type' field.
Select any value in the 'Evidence-Based Practices' field.
Populate all required and desired fields.
Select "Draft" in the 'Draft/Final' field.
Click [File Note].
Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK].
Close the form.
Select "Client A" and access the 'Mental Health Progress Note' form.
Select the entry from the previous steps in the 'Select Draft Note To Edit' field.
Select "Treatment Plan" in the 'Select Treatment Plan Version' field.
Click [Select Goal this Note Addresses].
Select the desired goal and click [Return].
Edit any desired fields.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a 'Confirm Document' dialog is displayed.
Click [Sign and Route].
Enter the password for the logged in user in the 'Password' field.
Validate the 'Route Document To' dialog is displayed.
Validate "Supervisor A" has defaulted as the approver and is selected.
Validate the [Submit] button is enabled.
Uncheck "Supervisor A" as the approver.
Validate the [Submit] button is disabled.
Select "Supervisor A" as the approver.
Click [Submit].
Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK].
Close the form.

Topics

• Document Routing • NX • Progress Notes

AV-89478 Summary | Details

Avatar AM NX future functionality

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

Fast Dose Dispensing

Scenario 1: Avatar AM NX - Validate Printer Configuration in 'Fast Dose Dispensing'

Steps

Internal testing only.

Topics

• NX

AV-89494 Summary | Details

Avatar NX - ScriptLink

Scenario 1: Validate a "ScriptLink" script on a Form is triggered

Specific Setup:

A client must be enrolled in an existing episode (Client A).
Must have the following Scriptlink scripts set in a form (Form A).
A script set display a warning message upon form load.
A script set to launch a form (Form B) upon submission.

Steps

Select "Client A" and access "Form A".
Validate a warning message and click [OK].
Populate the required fields and click [Submit].
Validate a 'Form Launch Event' dialog stating: "ScriptLink is attempting to launch the Avatar form 'Form B'. Press 'OK' to do this now." and click [OK].
Validate "Form B" launches and displays as expected.
Close the form.
Select "Client A" and access "Form A".
Validate a warning message and click [OK].
Validate the data filed in the previous step displays
Click [Submit].
Validate a 'Form Launch Event' dialog stating: "ScriptLink is attempting to launch the Avatar form 'Form B'. Press 'OK' to do this now." and click [Cancel].
Validate "Form B" does not launch.

Topics

• Modeling • NX

AV-89593 Summary | Details

Order Entry Console - Orders This Episode - Order Group - One Time Only - Give Initial Dose Now

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
Avatar eMAR
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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, 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 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' fields change to 'First Dose Date/Time'.
Set the 'Freq' field back to "TWICE A DAY" and validate that the 'First Dose Date/Time' fields change 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 3: 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 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 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 displayed and that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date.

Scenario 4: 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 5: 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 'Frequency' is defaulted from 'Order Group Setup'.
Populate the 'Dose' and 'Dose Unit' fields.
Click [T] and [Now] in the 'First Dose Date/Time' fields and click [Add to Scratchpad] and [Sign]
Validate the orders display in the 'Order grid'.

Topics

• Avatar eMAR • eMAR • NX • Order Entry Console

AV-89766 Summary | Details

OE NX - Order Entry Console - Order Groups - Start Date Offset

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 - 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 'Frequency' is defaulted from 'Order Group Setup'.
Populate the 'Dose' and 'Dose Unit' fields.
Click [T] and [Now] in the 'First Dose Date/Time' fields and click [Add to Scratchpad] and [Sign]
Validate the orders display in the 'Order grid'.

Topics

• NX • Order Entry Console

AV-74590 Summary \| Details Avatar NX - 'Coming In Today' widget Scenario 1: 'Coming in Today' widget - workflow Specific Setup: The 'Coming in Today' widget must be visible from the myDay view. A Client (Client A) should be enrolled with an episode. "Client A" must have an address on file that does not contain a value for "Client Address - Street 2" in the 'Update Client Data' form. Steps Access the 'Scheduling Calendar' form. Right click in any available time slot and click [Add Appointment]. Enter the desired value in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired episode in the 'Episode Number' field. Select the desired value in the 'Program' field. Click [Submit]. Validate the 'Appointment Grid' contains the appointment created in the previous steps. Click [Dismiss]. Access the 'Coming In Today' widget. Validate the appointment for "Client A" is displayed. Validate the [Not Present] exists. Click [Not Present]. Validate a message is displayed stating: Change status to "Checked In"? This action cannot be undone. Click [Yes]. Validate the client's address displays as expected. Click [Launch Scheduling Calendar]. Validate the appointment for "Client A" has been checked in. Click [Dismiss]. Access the 'Coming In Today' widget. Validate the [Currently Checked In] exists. Click [Currently Checked In]. Validate a message is displayed stating: Change status to "Currently in Treatment"? This action cannot be undone. Click [Yes]. Validate the [Currently in Treatment] exists. Click [Currently in Treatment]. Validate a message is displayed stating: Change status to "Checked Out"? This action cannot be undone. Click [Yes]. Validate the [Checked Out] is disabled. Click [Launch Scheduling Calendar]. Validate the appointment for "Client A" has been checked out. Click [Dismiss].	Topics • 'Coming In Today' widget • NX • Scheduling Calendar
AV-82146 Summary \| Details Avatar NX - Internal Referral Waitlist Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Internal Client Referrals Internal Referral Waitlist Process Internal Referrals Scenario 1: 'Internal Referral Waitlist' - Add/Edit Internal Referral Waitlist items (other referral type) Specific Setup: Have a modeled form that contains a "Non Scrolling Free Text" field designated as a "Referral Group Field" in form 'Table Definition'. Have a referral type defined in "Internal Referral Type Maintenance" that is associated to that modeled form and a user associated to receive the internal referrals (Referral A). This should be set up to not go directly to Waitlist. The waitlist for "Referral A" must have many clients. Have a user (User A) who is a staff member who has client on his caseload (Client A) who was admitted in the system with "User A" as his 'Attending Practitioner'. Have a client with a referral processed and in the 'Internal Referral Waitlist' form (Client B). "User A" must have the 'My ToDo's' widget on the myDay view and be logged in. Steps Access the 'Internal Client Referrals' form. Enter "Client A" in the 'Client Being Referred' field. Populate field 'Internal Referral Type Category' with desired value. Select "Referral A" in the 'Internal Referral Type Being Requested' field. Select the desired value the 'Episode' field. Click [Initiate Internal Referral Process]. Validate the modeled form associated with the referral is displayed. Populate the modeled form with desired data. Click [Submit]. Validate the form files successfully. Access the 'Process Internal Referrals' form. Validate the 'Internal Referral' field contains the referral for "Client A". Select the desired column header and verify the entries sort as expected. Select the referral for "Client A". Validate the 'Internal Referral Information' field displays data for "Client A". Select "Waitlist" in the 'Internal Referral Status' field. Click [Process Internal Referral]. Validate a message stating: "The Internal Referral has been processed Successfully." Click [OK]. Validate the 'Internal Referral' field does not contain the referral for "Client A". Access the 'Internal Referral Waitlist' form. Validate the form loads in a timely manner. Validate the 'Internal Referral' field contains the referral for "Client A". Select the referral for "Client A" and validate the 'Internal Referral Information' field displays as expected. Select "Removed" in the 'Waitlist Status' field. Select any value in the 'Reason for Removal' field. Click [Process Waitlist Item]. Validate a message stating: "The Internal Referral has been processed Successfully." Click [OK]. Validate the 'Internal Referral' field does not contain the referral for "Client A". Select the referral for "Client B" and validate the 'Internal Referral Information' field displays as expected. Select "Closed (Send To Do Item)" in the 'Waitlist Status' field Select any value in the 'Reason for Closure' field. Click [Process Waitlist Item]. Validate a message stating: "The Internal Referral has been processed Successfully." Click [OK]. Validate the 'Internal Referral' field does not contain the referral for "Client B". Select "Add" in the 'Add of Edit' field. Select "Client A" in the 'Select Client' field. Select the desired value in the 'Episode' field. Select "Referral A" in the Waitlist Type' field. Click [Process Waitlist Item]. Validate the 'Internal Referral' field contains the new referral for "Client A". Close the form. Navigate to the 'My To Do's' widget. Validate the 'Additional ToDo's' field contains the referral for "Client B". Click [Review To Do Item]. Validate the 'To Do Information' field contains the corresponding values. Click [Reviewed - Set To Do Item to Reviewed] and [Submit]. Validate the 'ToDo' is reviewed successfully and removed from the 'Additional ToDo's' field. Close the 'ToDo's' and close the open forms.	Topics • Internal Client Referrals • Internal Referral Waitlist • NX • Process Internal Referrals
AV-82356 Summary \| Details Avatar NX - Calculations Scenario 1: User Modeled Assessment - validate calculation Specific Setup: A user modeled form (Form A) is defined with the following Two single response dictionary fields (Field A and Field B). An input field (Field C). An integer field (Field D). 'Event Definition' configured to calculate the sum of the values populated in "Field A" and "Field B" upon entering "0" in "Field C" to populate a total score into "Field D". A client must be enrolled in an existing episode (Client A). Steps Select "Client A" and access "Form A". Select a value for "Field A". Select a value for "Field B". Enter "0" in "Field C". Press the 'Tab' key. Validate "Field D" updates as expected. Click [Submit]. Select "Client A" and access "Form A". Select the record from the previous steps. Select a different value for "Field A". Click in "Field C". Press the 'Tab' key. Validate "Field D" remains unchanged. Enter "0" in "Field C". Press the 'Tab' key. Validate "Field D" updates as expected. Continue selecting different values and validate "Field D" updates as expected upon entering "0" in "Field C". Click [Submit].	Topics • Modeling • NX
AV-82535 Summary \| Details Avatar NX - Signature Pads Scenario 1: Progress Notes (Group and Individual) - obtain signature Specific Setup: The 'Progress Notes (Group and Individual)' form must have a signature field. A client must be enrolled in an existing episode (Client A). Must have a Topaz Signature pad for testing. Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Double-click [Sign] in the 'Signature' field. Validate no errors display and the 'Please Sign On Signature Pad' dialog is displayed. Sign very small on the signature pad. Validate the signature is scaled larger in the dialog. Click [OK]. Validate the 'Signature' field contains the signature. Disconnect the signature pad. Double-click [Sign] in the 'Signature' field. Validate the 'Please Sign Below' dialog is displayed. Use the mouse to sign in the dialog box. Validate the dialog contains the signature. Click [OK]. Validate the 'Please Sign Below' dialog is no longer displayed. Validate the 'Signature' field contains the new signature. Select "Final" in the 'Draft/Final' field. File the note. Scenario 2: Treatment Plan - Obtain Signature Specific Setup: The 'Treatment Plan' form must have a signature field. A client must be enrolled in an existing episode (Client A). Must have a Topaz Signature pad for testing. Steps 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. Click [Launch Plan]. Add the desired treatment plan items. Click [Return To Plan]. Double-click [Sign] in the 'Signature' field. Validate no errors display and the 'Please Sign On Signature Pad' dialog is displayed. Sign on the signature pad. Validate the dialog contains the signature. Click [Cancel]. Disconnect the signature pad. Double-click [Sign] in the 'Signature' field. Validate the 'Please Sign Below' dialog is displayed. Use the mouse to sign in the dialog box. Validate the dialog contains the signature. Click [OK]. Validate the 'Please Sign Below' dialog is no longer displayed. Validate the 'Signature' field contains the signature. Select "Final" in the 'Treatment Plan Status' field. Submit the form.	Topics • NX • Progress Notes (Group And Individual) • Signature Pads • Treatment Plan
AV-82593 Summary \| Details Staff Members Hours and Exceptions - 'End Date' field Scenario 1: 'Staff Members Hours and Exceptions' - Verification of 'Staff Member Hours' Information Entry/Filing Specific Setup: A staff member must be defined in 'Practitioner Enrollment' (Staff Member A). Steps Access the 'Staff Members Hours and Exceptions' form for "Staff Member A". Click [Staff Member Hours]. Validate the 'Staff Member Hours' grid is displayed. Click [New Row]. Enter the desired date in the 'Effective Date' field. Enter the desired date in the 'End Date' field. Select the desired day in the 'Day' field. Select the desired site in the 'Site' field. Enter the desired times in the 'Start Time' and 'End Time' fields. Populate any other desired values. Click [Save], [Yes], and [Submit]. Access the 'Staff Members Hours and Exceptions' form for "Staff Member A". Click [Staff Member Hours]. Validate the 'Staff Member Hours' grid is displayed. Validate that the hours entered in the previous steps are displayed as expected. Clear the value in the 'End Date' field. Validate the 'End Date' field no longer contains a value. Click [Save], [Yes], and [Submit]. Access the 'Staff Members Hours and Exceptions' form for "Staff Member A". Click [Staff Member Hours]. Validate that the 'End Date' field does not contain any value. Close the form.	Topics • NX
AV-83437 Summary \| Details Avatar NX - Single-Select Dictionaries Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Form Designer (PM) Scenario 1: Form Designer - moving/reordering individual radio buttons and checkboxes Specific Setup: Have a form (Form A) that contains the following: A "Single-Select" locked dictionary field containing three values (Field A) A "Multiple Select" locked dictionary field containing three values (Field B). (Note: Single select locked dictionary values display with "radio buttons" and multiple select display with "checkboxes", for selection) User has access to 'Form Designer'. Steps Access 'Form Designer'. Select "Form A" from the 'Forms' field. Select the section containing "Field A" and "Field B" from the 'Sections' field. Click [Show Section]. Select "Field A" on the layout containing the values with radio boxes for selection. On the left side panel in the "Technical Details" field, locate the 'Option' field. Validate the three values for "Field A" are listed in the 'Option' field. For this example: "Value A" is the first value, "Value B" is the second value and "Value C" is the third value. Click and drag one of the values in the 'Option' field to a different order list position. For this example: "Value C" is dragged form the third position to the first position in the list. Validate "Field A" on the layout, now displays the values in the new order. Select "Field B" on the layout containing the values with checkboxes for selection. On the left side panel in the 'Technical Details' field, locate the 'Option' field. Validate the three values for "Field B" are listed in the 'Option' field. For this example: "Value A" is the first value, "Value B" is the second value and "Value C" is the third value. Click and drag one of the values in the 'Option' field to a different order list position. For this example: "Value C" is dragged form the third position to the first position in the list. Validate "Field B" on the layout, now displays the values in the new order. Select "Field A" on the layout containing the values with radio boxes for selection. On the left side panel in the 'General' field, select "Horizontal" from the 'Radio/Checkbox Layout' field. Validate the three values in "Field A" on the layout, are displayed horizontally. Resize "Field A" and validate the radio buttons are vertically aligned with the text. Select "Vertical" from the 'Radio/Checkbox Layout' field. Validate the three values in "Field A" on the layout, are displayed vertically. Resize "Field A" and validate the radio buttons are vertically aligned with the text. Select "Field B" on the layout containing the values with checkboxes for selection. On the left side panel in the 'General' field, select "Horizontal" from the 'Radio/Checkbox Layout' field. Validate the three values in "Field B" on the layout, are displayed horizontally. Select "Vertical" from the 'Radio/Checkbox Layout' field. Validate the three values in "Field B" on the layout, are displayed vertically. Click [Save], [Yes], and [OK]. Submit the form. Access "Form A". Navigate to "Field A". Validate "Field A" now displays the three values in the new order from the previous steps. Validate the three values in "Field A" are displayed vertically with the radio buttons vertically aligned with the text. Navigate to "Field B". Validate "Field B" now displays the three values in the new order from the previous steps. Validate the three values in "Field B" are displayed vertically as expected. Close the form.	Topics • Forms Designer • NX
AV-84192 Summary \| Details Order Entry Console - Pre-Admit - Order Group Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dictionary Update (CWS) Frequency Code Setup Orders This Episode Registry Settings (PM) Scenario 1: OE NX - Pre-Admit - Order Group - One Time Only Frequency - Custom Administration Time Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y". The application must not have pharmacies configured in the 'External Pharmacy Setup' form. The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y". The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required not 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 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" Two 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". "Order Code B" has a default frequency of "Frequency Code B". A client must have an active pre-admit 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. Click [Select All]. Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form. Validate that the 'First Dose Date/Time' fields are hidden. Validate that the 'Stop Date/Time' fields are hidden. Validate that the 'Custom' button is visible for both "Order Code A" and "Order Code B". Click the 'Custom' button for "Order Code A". Set the 'Scheduled Administration Times;' field to "12:00 PM" and click [Save]. Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared." and click [OK]. Click the 'Custom' button for "Order Code B". Set the 'Scheduled Administration Times;' field to "12:00 AM" and click [Save]. Click [Add to Scratchpad]. Validate the 'Start Date' fields in the scratchpad for both "Order Code A" and "Order Code B" contain "01/01/2099". Select "Order Code A" from the 'Scratchpad'. Validate the 'Give Initial Dose Now - Yes' button is enabled and not pressed. Click [Custom], validate the 'Scheduled Administration Times:' field contains "12:00 PM" and click [Cancel]. Click [Give Initial Dose Now - Yes]. Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared." and click [OK]. Click [Custom], validate the 'Scheduled Administration Times' field contains no values and click [Cancel]. Set the 'Duration' field to "1" and click [Days]. Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code A" is "01/01/2099". Select "Order Code B" from the 'Scratchpad'. Click [Custom], validate the 'Scheduled Administration Times' field contains "12:00 AM" and click [Cancel]. Set the 'Duration' field to "2" and click [Days]. Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code B" is "01/02/2099". Click [Sign]. Scenario 2: OE NX - Pre-Admit - One Time Only with Default Give Initial Dose Now - Field Validation Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y". The application must not have pharmacies configured in the 'External Pharmacy Setup' form. The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y". 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 pre-admit 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 'Dose' field to "1" and select "Capsule" from the 'Dose Unit' field. Validate the "Start Date/Time' fields are hidden. Validate the 'Stop Date/Time' fields are hidden. Validate the 'First Dose Date/Time' fields are hidden. Validate that 'Give Initial Dose Now' [Yes] is disabled. Validate the 'Custom' button is not hidden. Search for and select "Frequency Code A" from the 'Freq:' field. Validate that 'Give Initial Dose Now' [Yes] is pressed. Validate that 'Give Initial Dose Now' [Yes] is enabled. Validate that 'Skip 1st Dose' [Yes] is disabled. Validate that [Custom] is not hidden. Click [Custom]. Set the 1st 'Scheduled Administration Times' field to "1200" and click [Save]. Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared." Click [OK] and validate that 'Give Initial Dose Now' [Yes] is not pressed. Click 'Give Initial Dose Now' [Yes]. Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared." Click [OK]. Click [Custom], validate there are no values listed under 'Scheduled Administration Times' and click [Cancel]. Set the 'Duration' field to "1" and click [Days]. Click [Add to Scratchpad]. Validate the 'Start Date' field contains "01/01/2099". Validate the 'Stop Date' field contains "01/01/2099". Select "Order Code A" from the scratchpad. Validate that 'Give Initial Dose Now' [Yes] is pressed. Validate that 'Give Initial Dose Now' [Yes] is enabled. Click [Cancel] and then [Sign].	Topics • myAvatar/myAvatar NX • NX • Order Entry Console
AV-85692 Summary \| Details Avatar NX - Workstation Resiliency Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: System Security Defaults User Definition User Role Definition Scenario 1: Validate the 'Application Timeout Behavior' functionality Specific Setup: A user must have access to all forms (User A). A user must be defined in the 'User Definition' form (User B) with "10" entered in the 'User Timeout (In Seconds)' field. A user must be associated with a user role in the 'User Role Definition' (User C) with "10" entered in the 'User Timeout (In Seconds)' field. Steps Log in as "User A" and access the 'System Security Defaults' form. Enter "30" in the 'Lock Screen Timeout (In Seconds)' field. Select "Lock Application" in the 'Application Timeout Behavior' field. Click [Submit]. Log out. Log in as "User B". Sit idle for 10 seconds. Validate a 'Lock' dialog stating: "No Activity Detected Locking the system in 15 seconds." displays after 10 seconds. Let the timer expire. Validate the application is locked. Sit idle for 30 seconds. Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 30 seconds. Let the timer expire. Validate the user is logged out. Log in as "User B". Click [Lock Application]. Sit idle for 30 seconds. Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 30 seconds. Let the timer expire. Validate the user is logged out. Log in as "User A" and access the 'System Security Defaults' form. Select "Exit Application" in the 'Application Timeout Behavior' field. Click [Submit]. Log out. Log in as "User B". Sit idle for 10 seconds. Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 10 seconds. Let the time expire. Validate the user is logged out. Log in as "User C". Sit idle for 10 seconds. Validate a 'Logout' dialog stating: "No Activity Detected Logging out current user in 15 seconds." displays after 10 seconds. Let the timer expire. Validate the user is logged out. Log in as "User A". Put computer to sleep. Wait in excess of 10 minutes. Wake computer. A message occurs that indicates "The network has terminated connectivity to your workstation and ended the myAvatar NX session. This may occur when the workstation has gone to sleep or the connection has been lost for at least 10 minutes. myAvatar NX will need to be restarted". Validate the user is logged out. Log in as "User A". Begin a second myAvatar session logged in as "User A". Put computer to sleep. Wait in excess of 10 minutes. Wake computer. For each session, a message occurs that indicates "The network has terminated connectivity to your workstation and ended the myAvatar NX session. This may occur when the workstation has gone to sleep or the connection has been lost for at least 10 minutes. myAvatar NX will need to be restarted". Validate each user is logged out. Log in as "User A" and access the 'System Security Defaults'. Set the 'Lock Screen Timeout' to "300". Put computer to sleep for around 5 minutes. User remains logged into the session.	Topics • NX
AV-86159 Summary \| Details Avatar NX - Integrated eSignature Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Clinical Document Viewer Progress Notes (Group and Individual) Registry Settings (PM) Scenario 1: Integrated eSignature - Progress Notes - Collect eSignature via Document Routing (No Approvers) Specific Setup: Please note: this is for Avatar NX systems only. Avatar NX must be configured to integrate with myHealthPointe. A client is enrolled in an existing episode with the following (Client A): 'Date of Birth' on file 'Email Address' on file Login credentials for myHealthPointe The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y". Document Routing is enabled on the 'Ambulatory Progress Notes' form and an approver is not required. The 'Pending eSignatures' widget must be accessible on the HomeView. Steps Select "Client A" and access the 'Ambulatory Progress Notes' form. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate a 'Confirm Document' dialog is displayed. Click [Accept and Route]. Enter the password for the logged in user in the 'Password' field and click [Verify]. Select "Collect eSignature" in the 'Send to myHealthPointe' field. Click [Submit]. Navigate to the 'Pending eSignatures' widget. Validate a row is displayed for the eSignature request sent for "Client A". Access Crystal Reports or other SQL Reporting tool. Create a report using the 'DocR.esignature' SQL table. Validate a row is displayed for the eSignature request sent for "Client A". Validate the 'eSignature_status' field contains "Pending". Log in to myHealthPointe for "Client A". Select the "Documents Awaiting Signature" section. Validate the document sent for eSignature is displayed. Click [Sign and Submit]. Enter an eSignature in the 'Enter the Signature' field. Click [Sign and Submit]. Validate the document is no longer displayed. Navigate to the 'Pending eSignatures' widget. Validate the row is no longer displayed for "Client A". Access Crystal Reports or other SQL Reporting tool. Refresh the report using the 'DocR.esignature' SQL table. Validate the 'eSignature_status' field now contains "Approved". Close the report. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select Client:' field. Select "Individual" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate two document rows are displayed for the client: One 'Document Description' contains "Integrated eSignature request" - this is what was sent to myHealthPointe for eSignature. One 'Document Description' contains "Ambulatory Progress Notes" - this is the progress note document finalized via document routing. Select both documents for viewing and click [View]. Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner. Validate the "Ambulatory Progress Notes" finalized document displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner. Click [Close All Documents] and close the form. Scenario 2: Integrated eSignature - Treatment Plan - Send Document Only via Document Routing Specific Setup: Please note: this is for Avatar NX systems only. Avatar NX must be configured to integrate with myHealthPointe. A client is enrolled in an existing outpatient episode with the following (Client A): 'Date of Birth' on file 'Email Address' on file Login credentials for myHealthPointe The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y". Document Routing is enabled on the 'Treatment Plan' form and an approver is not required. Steps Select "Client A" and access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Enter the desired value in the 'Plan Name' field. Populate all other required and desired fields. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate a 'Confirm Document' dialog is displayed. Click [Accept and Route]. Enter the password for the logged in user in the 'Password' field and click [Verify]. Select "Document Only" in the 'Send to myHealthPointe' field. Click [Submit]. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select Client:' field. Select "Individual" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate two document rows are displayed for the client: One 'Document Description' contains "Document sent for review" - this is what was sent to myHealthPointe for review. One 'Document Description' contains "Treatment Plan" - this is the finalized treatment plan form finalized via document routing. Select both documents for viewing and click [View]. Validate the documents display as expected. Click [Close All Documents] and close the form. Log in to myHealthPointe for "Client A". Select the "Documents" section. Validate the document sent via document routing is displayed. Select the document and validate the pdf opens and displays as expected. Close the document. Scenario 3: Integrated eSignature - Modeled Form - Collect eSignature via Document Routing (With Approvers) Specific Setup: Please note: this is for Avatar NX systems only. Avatar NX must be configured to integrate with myHealthPointe. A client is enrolled in an existing episode with the following (Client A): 'Date of Birth' on file 'Email Address' on file Login credentials for myHealthPointe The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y". A "Client" entity modeled form must be defined (Form A). Document Routing is enabled on "Form A". The 'Pending eSignatures' widget must be accessible on the HomeView. Steps Select "Client A" and access "Form A". Populate all required and desired fields. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate a 'Confirm Document' dialog is displayed. Click [Accept and Route]. Enter the password for the logged in user in the 'Password' field and click [Verify]. Add the staff associated to the logged in user as an approver. Select "Collect eSignature" in the 'Send to myHealthPointe' field. Click [Submit]. Navigate to the 'Pending eSignatures' widget. Validate a row is displayed for the eSignature request sent for "Client A". Access Crystal Reports or other SQL Reporting tool. Create a report using the 'DocR.esignature' SQL table. Validate a row is displayed for the eSignature request sent for "Client A". Validate the 'eSignature_status' field contains "Pending". Navigate to the 'My To Do's' widget. Validate a To-Do is not displayed for the document for "Client A" that has a pending eSignature. The To-Do will only be generated after the document has been signed by the client in myHealthPointe. Log in to myHealthPointe for "Client A". Select the "Documents Awaiting Signature" section. Validate the document sent for eSignature is displayed. Click [Sign and Submit]. Enter an eSignature in the 'Enter the Signature' field. Click [Sign and Submit]. Validate the document is no longer displayed. Navigate to the 'Pending eSignatures' widget. Validate the row is no longer displayed for "Client A". Access Crystal Reports or other SQL Reporting tool. Refresh the report using the 'DocR.esignature' SQL table. Validate the 'eSignature_status' field now contains "Approved". Close the report. Navigate to the 'My To Do's' widget. Validate a To-Do is displayed for "Client A". Click [Review] and [Accept]. Validate the 'Document Preview' contains the following electronic signatures appended to the end of the document: Electronically signed by Author Electronically signed by "Client A" Electronically signed by Approver Click [Sign]. Enter the password for the logged in user in the 'Password' field and click [Verify]. Validate the To-Do is no longer displayed. Click [Close]. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select Client:' field. Select "Individual" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate two document rows are displayed for the client: One 'Document Description' contains "Integrated eSignature request" - this is what was sent to myHealthPointe for eSignature. One 'Document Description' contains "Form A" - this is the modeled form finalized via document routing. Select both documents for viewing and click [View]. Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner. Validate the "Form A" finalized document displays the document with the author's signature, "Client A" signature, and the approving practitioner signature. Click [Close All Documents] and close the form. Scenario 4: Integrated eSignature - Append Documents Specific Setup: Please note: this is for Avatar NX systems only. Avatar NX must be configured to integrate with myHealthPointe. A client is enrolled in an existing episode with the following (Client A): 'Date of Birth' on file 'Email Address' on file Login credentials for myHealthPointe The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y". Document Routing is enabled on the 'Progress Notes (Group and Individual)' form and an approver is not required. The 'Pending eSignatures' widget must be accessible on the myDay view. Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a 'Confirm Document' dialog is displayed. Click [Accept and Route]. Enter the password for the logged in user in the 'Password' field and click [Verify]. Select "Collect eSignature" in the 'Send to myHealthPointe' field. Click [Submit]. Navigate to the 'Pending eSignatures' widget. Validate a row is displayed for the eSignature request sent for "Client A". Access Crystal Reports or other SQL Reporting tool. Create a report using the 'DocR.esignature' SQL table. Validate a row is displayed for the eSignature request sent for "Client A". Validate the 'eSignature_status' field contains "Pending". Log in to myHealthPointe for "Client A". Select the "Documents Awaiting Signature" section. Validate the document sent for eSignature is displayed. Click [Sign and Submit]. Enter an eSignature in the 'Enter the Signature' field. Click [Sign and Submit]. Validate the document is no longer displayed. Navigate to the 'Pending eSignatures' widget. Validate the row is no longer displayed for "Client A". Access Crystal Reports or other SQL Reporting tool. Refresh the report using the 'DocR.esignature' SQL table. Validate the 'eSignature_status' field now contains "Approved". Close the report. Access the 'Append Documents' form. Select the note type associated to the 'Progress Notes (Group and Individual)' form in the 'Form Type' field. Select "Client A" in the 'Entity' field. Enter the current date in the 'From Date' and 'To Date' fields. Select the progress note filed in the previous steps in the 'List of Documents' field. Click [Display Document]. Validate the document displays with the signature for "Client A" appended to the bottom right corner. Click [Close All Documents and Exit]. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field. Click [Submit]. Validate a 'Confirm Document' dialog is displayed. Validate the document is displayed with the signature for "Client A" in the bottom right corner and the new comments appended to the end of the original document. Click [Accept]. Enter the password for the logged in user in the 'Password' field and click [Verify]. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select Client:' field. Select "Individual" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate two document rows are displayed for the client: One 'Document Description' contains "Integrated eSignature request" - this is what was sent to myHealthPointe for eSignature. One 'Document Description' contains "Progress Notes (Group and Individual)" - this is the finalized progress notes form finalized via document routing. Select both documents for viewing and click [View]. Validate the "Integrated eSignature request" displays the document with the author's signature and the signature for "Client A" appended to the bottom right corner. Validate the "Progress Notes (Group and Individual)" finalized document displays the document with the author's signature, the signature for "Client A" in the bottom right corner, and the new comments appended to the end of the original document. Click [Close All Documents] and close the form.	Topics • Integrated eSignature • NX
AV-86450 Summary \| Details Avatar NX - Form Designer Scenario 1: Form Designer - Export/Import Layout Changes Specific Setup: Have a robust form containing several sections and several fields on each section (Form A). Edit any section (Section A) of "Form A" and make any type of form designer change in the section. For this example, a field is moved to different location (Field A). Steps Access "Form A". Navigate to "Section A". Validate the form designer change made in the setup is present and "Field A" is in a new location. Access the 'Form Designer' form. Select "Form A" from the 'Forms' field. Click [Export Form Designer Copy]. Validate a 'Confirm' dialog stating "Export Complete." and click [OK] (Note: Export files are saved in the "Downloads" folder) Close the form. Access the 'Form Designer' form. Select "Form A" from the 'Forms' field. Select "Section A" in the "Sections" field. Click [Show Section]. Revert the form designer change confirmed in step 1b so "Field A" is returned to its original location. Click [Save], [OK] and [Submit]. Access "Form A". Navigate to "Section A". Validate the form designer change made in step 3d is present. Close the form. Access the 'Form Designer' form. Select "Form A" from the 'Forms' field. Click [Import Form Designer Copy] Navigate to the location of the export file. Select the file. Click [Show Section]. Validate the screen opens and displays as expected. Click [Cancel] and [Yes]. Click [Submit]. Access "Form A". Navigate to "Section A". Validate the form designer change imported is present and "Field A" is in a new location. Close the form.	Topics • Forms Designer • NX
AV-87060 Summary \| Details Avatar NX - TDE grids Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: National Drug Code Reporting Scenario 1: National Drug Code Reporting - Field validation Specific Setup: A client must be enrolled in an existing episode (Client A). "Client A" must have an open service on file (Service A). Steps Access the 'National Drug Code Reporting' form. Enter and select "Client A" in the 'Client ID' field. Populate the 'Service Start Date' and 'Service End Date' fields for the corresponding values for "Service A". Select "Service A" from the 'Service To Record Information For' field. Click [Launch NDC Input]. Enter the desired value in the 'National Drug Code' field. Please note: this must be in 'NNNNN-NNNN-NN' format. Enter the desired value in the 'Quantity' field. Select the desired value in the 'Unit or Basis of Measurement' field. Click [Save]. Validate a 'Filing Complete' dialog stating "Data has been filed successfully." and click [OK]. Select "Service A" from the 'Service To Record Information For' field. Click [Launch NDC Input]. Validate the data filed in the previous steps displays. Click [New Row]. Enter an invalid number in the 'National Drug Code' field. Validate an 'Error' dialog stating: "Invalid entry. Please enter in the format 'NNNNN-NNNN-NN'." and click [OK]. Enter the desired valid number in the 'National Drug Code' field. Enter the desired value in the 'Quantity' field. Select the desired value in the 'Unit or Basis of Measurement' field. Click [Save]. Validate a 'Filing Complete' dialog stating "Data has been filed successfully." and click [OK]. Select "Service A" from the 'Service To Record Information For' field. Click [Launch NDC Input]. Validate the data filed in the previous steps displays. Select second entry and click [Copy/Paste Row]. Validate a new entry is created with same data. Edit the data in new entry. Select the second entry. Click [Delete Row]. Validate a 'Confirm Delete' dialog stating: "Are you sure you want to delete these rows?" and click [Yes]. Click [Save]. Validate a 'Filing Complete' dialog stating "Data has been filed successfully." and click [OK]. Select "Service A" from the 'Service To Record Information For' field. Click [Launch NDC Input]. Validate appropriate data displays. Click [Close/Cancel]. Close the form.	Topics • National Drug Code Reporting • NX
AV-87299 Summary \| Details Avatar NX - Results to Review Scenario 1: My To Do's Widget - Results to Review Specific Setup: The 'My To Do's' widget must be configured to the user's myDay view. A client must be enrolled in an existing episode (Client A). At least one order must be placed in the 'Order Entry Console' for "Client A". The following results entered via "Results Entry" for the test client. An abnormal result (Result A). A normal result (Result B). Notifications must be configured in the 'Notifications Setup' form for 'Results Entry'. Steps Open the 'My To Do's' widget. Select the 'Results to Review' item for "Client A". Click [Review Results]. Validate the data for "Result A" displays red and bolded in the 'Lab Result' and 'Flag' fields. Validate the data for "Result B" displays normally. Click [Mark Reviewed]. Enter any value in the 'Notes' field. Click [Save]. Validate the To Do selected has been removed from the user's 'To Do' list.	Topics • "My To Do's" widget • NX • Results
AV-87690 Summary \| Details Avatar NX - 'Coming In Today' widget Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Coming In Today - Netsmart Individual Progress Note Scenario 1: 'My Calendar' and 'Coming In Today' undocked widgets - right click form launch functionality Specific Setup: 'My Calendar' and 'Coming in Today' widgets are on the HomeView. A client must be defined (Client A). "Client A" must have an appointment scheduled for the current date in the status of 'Canceled'. The 'Disposition' 'Defined Extended Dictionary Value' must be defined in the 'Appointment Status' (data element 10005) in the 'Dictionary Update' form. A user that is associated to a staff member must be configured with an appointment scheduled with "Client A" for the current date (User A). "User A" must be configured with 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition'. Steps Navigate to the 'My Calendar' widget. Click [Undock]. Validate that the appointment for "Client A" is displayed with the appropriate disposition icon defined for a canceled appointment. Right click on the appointment. Click [Select Client]. Validate that "Client A" is in context. Click [Launch Chart]. Validate that the 'Client Dashboard' opens for "Client A". Click [Close]. Click any form that is configured for this user in 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition' (ex. 'Progress Notes (Group and Individual)'). Validate that form opens with the information from "Client A's" appointment (ex. Client ID, Episode Number, Service Code). Click [Discard]. Navigate to the 'Coming In Today' widget. Click [Undock]. Select the 'Staff Calendars' tab. Select 'Individual' from the 'Individual/Site' field. Search and select "User A". Validate that the appointment for "Client A" is displayed with the appropriate disposition icon defined for a canceled appointment. Right click on the appointment. Click [Select Client]. Validate that "Client A" is in context. Click [Launch Chart]. Validate that the 'Client Dashboard' opens for "Client A". Click [Close]. Click any form that is configured for this user in 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition' (ex. 'Progress Notes (Group and Individual)'). Validate that form opens with the information from "Client A's" appointment (ex. Client ID, Episode Number, Service Code). Click [Discard]. Navigate to the 'Coming In Today' widget. Click [Undock]. Select the 'Staff Calendars' tab. Select 'Site' from the 'Individual/Site' field. Search and select the site where the appointment for "Client A" was scheduled for with the appropriate disposition icon defined for a canceled appointment. Validate that the appointment for "Client A" is displayed. Right click on the appointment. Click [Select Client]. Validate that "Client A" is in context. Click [Launch Chart]. Validate that the 'Client Dashboard' opens for "Client A". Click [Close]. Click any form that is configured for this user in 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition' (ex. 'Progress Notes (Group and Individual)'). Validate that form opens with the information from "Client A's" appointment (ex. Client ID, Episode Number, Service Code). Click [Discard]. Select the 'Coming In Today' tab. Select the appointment for 'Client A'. Validate the payment functionality is visible. Close the widget.	Topics • NX • Scheduling Calendar • Widgets
AV-87786 Summary \| Details Avatar NX - 'Registry Settings' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Discharge Registry Settings (PM) Scenario 1: Validate the 'Disable Demographics Section On Discharge Form' registry setting Specific Setup: A client must have an active episode (Client A). The 'Disable Demographics Section On Discharge Form' registry setting is set to "N". Steps Access the 'Registry Settings' form. Enter "Disable Demographics Section on Discharge Form" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Validate that the 'Registry Setting' field is equal to "Avatar PM->Client Information->Client Demographics->->->Disable Demographics Section On Discharge Form". Validate the 'Registry Setting Value' field contains "N". Enter "1" in the 'Registry Setting Value' field. Click [Submit]. Validate a message is displayed stating: "The selected value is not valid in the current system code for the following reason: Invalid response -- must be Y or N". Click [OK]. Validate the 'Registry Setting Value' field has cleared the invalid value and contains "N". Validate the "Submit" button is enabled. Click [Submit] and close the form. Select "Client A" and access the 'Admission' form. Select the 'Demographics' section. Validate fields in the 'Demographics' section are not disabled. Close the form. Select "Client A" and access the 'Discharge' form. Enter the required details in the 'Discharge' section. Select the 'Demographics' section. Validate fields in the 'Demographics' section are not disabled. Close the form. Access the 'Registry Settings' form. Enter "Disable Demographics Section on Discharge Form" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Validate that the 'Registry Setting' field is equal to "Avatar PM->Client Information->Client Demographics->->->Disable Demographics Section On Discharge Form". Enter "Y" in the 'Registry Setting Value' field. Click [Submit] and close the form. Log out of the application and log back in. Select "Client A" and access the 'Discharge' form. Select the 'Demographics' section. Validate all fields are disabled. Close the form. Select "Client A" and access the 'Admission' form. Select the 'Demographics' section. Validate fields in the 'Demographics' section are not disabled. Close the form.	Topics • Discharge • NX • Registry Settings
AV-87874 Summary \| Details Avatar NX - Quick Links Scenario 1: Validate Undocked Forms/Widgets Specific Setup: One or more clients enrolled in existing episodes. One or more scheduled appointments exist. The 'Coming In Today' and 'My Calendar' widgets are on the MyDay view. A client has a diagnosis record on file (Client A). The 'Diagnosis' form has quick links for 'Next Of Kin' and 'Update Client Data'. Steps Click [Undock Scheduling Calendar] in the 'Control Panel'. Validate the undocked 'Scheduling Calendar' is displayed. Validate the window title displays as: Scheduling Calendar - Netsmart. Validate the 'Appointment Grid' contains any scheduled appointments. Click [Dismiss]. Select "Client A" and access the undocked 'Diagnosis' form. Select to edit any existing record. Validate the window title displays as: Diagnosis - Netsmart. Switch to the main application. Select another client and switch back to the undocked 'Diagnosis' form for "Client A". Click the [Next Of Kin] quick link. Validate the 'Next Of Kin' undocked form is displayed for "Client A". Validate the window title displays as: Next Of Kin - Netsmart. Navigate back to the undocked 'Diagnosis' form. Click the [Update Client Data] quick link. Validate the 'Update Client Data' undocked form is displayed. Validate the window titles displays as: Update Client Data - Netsmart. Navigate back to the 'Next Of Kin'' window. Close all the forms. Undock the 'Coming In Today' widget. Validate the window title displays as: Coming In Today - Netsmart. Validate any appointments for today are displayed. Close the window. Undock the 'My Calendar' widget. Validate the window title displays as: My Calendar - Netsmart. Click [day]. Validate the practitioner's appointments for today are displayed. Undock any desired widgets. Logout Validate all undocked browser windows close.	Topics • Diagnosis • NX • Widgets
AV-87986 Summary \| Details Avatar NX - Widget Persistence Scenario 1: Widget Definition / Widget Wizard - Staff ID based widgets Specific Setup: A 'Widget Definition' or 'Widget Wizard' widget for 'Staff ID' must exist with the ability to be undocked and be assigned to a view (Widget A). The logged in user must have "Widget A" assigned to their myDay view (View A). The logged in user must have an additional associated view containing "Widget A" (View B). The 'Staff ' tab must be enabled under 'Preferences'. Please note: you must log back in for this to take effect. Steps On "View A" select the desired staff member under the 'Staff' field. Validate "Widget A" contains the information associated with the selected staff member. Navigate to "View B". Validate "Widget A" contains the information associated with the selected staff member. Navigate to "View A". Validate "Widget A" displays as expected. Select the desired staff member under the 'Staff' field. Validate "Widget A" contains the information associated with the selected staff member. Navigate to "View B". Validate "Widget A" contains the information associated with the selected staff member. Continue navigating to the desired views, and validate "Widget A" does not need to refresh unless selecting a new staff member. Scenario 2: Avatar NX - Views configured with associated views and workflow items Specific Setup: A client must be admitted to an existing episode and have a 'Review To Do Item' routed to the logged in user. (Client A). User's 'myDay' view must have an associated view that contains CC Inbox POV (View A). User's 'myDay' view must have an associated view that contains Medical Note POV and the 'My To-Do's' widget (View B). User's 'myDay' view must have several associated views that do not contain POV's (View C). "View C" must have a workflow item that contains a POV (Item A) and a workflow item that does not contain a POV (Item B). User's 'myDay' view must have an associated view that contains the 'Client Acuity', 'Client's Care Team', and 'Rule Based Routing' widgets (View D). Document routing must be enabled for the 'Progress Notes (Group & Individual)' form. At least one client based SQL widget must be added to the 'Progress Notes (Group and Individual)' form using 'Form Designer' (Widget A). A client must be admitted to an existing episode and have data filed corresponding to 'Widget A' (Client A). Please note: this scenario is for Avatar NX systems. Steps Select "Client A" and select "View A". Validate the view opens and displays as expected. Select "View B". Validate the view opens and displays as expected. Open the 'My To-Do's' widget. Click [Review To Do Item]. Validate the form displays as expected. Click [Discard]. Validate user is taken back to the 'My To-Do's'. Switch between "View A" and "View B" a dozen times and then select the 'View Menu'. Validate the 'View Menu' opens and displays as expected. Close the 'View Menu'. Select "View C". Validate the view opens and displays as expected. Select "Item A" and validate the workflow item opens and displays as expected. Select "Item B" and validate the workflow item opens and displays as expected. Continue selecting the desired views and workflow items and validate they open and display as expected. Access the 'Progress Notes' (Group and Individual)' form. Validate "Widget A" displays as expected. Select "View A". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Scroll down and validate the form tab is anchored to the top of the page. Select the form tab. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected. Select "View C". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Scroll down and validate the form tab is anchored to the top of the page. Select the form tab. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected. Select "View D". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Scroll down and validate the form tab is anchored to the top of the page. Access the 'Diagnosis' form. Click [Add]. Validate the 'Diagnosis' form opens and displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Select the 'Progress Notes (Group and Individual)' form tab. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected. Select "myDay". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Scroll down and validate the form tab is anchored to the top of the page. Select the 'Progress Notes (Group and Individual)' form tab. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected. Populate the desired and required fields. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate a 'Confirm Document' dialog containing the note and click [Sign]. Enter the password of the logged in user and click [Verify]. Validate a 'Progress Notes' dialog stating "Note filed." and click [OK]. Close the form. Select the 'Diagnosis' form tab. Validate the 'Diagnosis' form displays as expected. Close the form. Validate the user is taken back to the "myDay" view. Access the desired form. Validate the form displays as expected. Continue opening and closing the desired forms. Validate they display and close as expected. Scenario 3: Validate the 'Client Diagnoses' widget display and open record Specific Setup: A client must be enrolled in an existing episode (Client A). Must have the 'Client Diagnoses' widget configured on the myDay view. Must have an additional associated view (View A). Steps Select "Client A" and access the 'Diagnosis' form. Select the desired value in the 'Type of Diagnosis' field. Enter the desired date in the 'Date of Diagnosis' field. Enter the desired value in the 'Time of Diagnosis' field. Click [New Row]. Enter any value in the 'Diagnosis Search' field. Select "Active" in the 'Status' field. Populate any required and desired fields. Click [Submit]. Validate a 'Pre-Display Confirmation' dialog stating "Do you want to return to the Pre-Display?" Click [No]. Navigate to the 'Client Diagnoses' widget. Select the associated episode in the 'Header Episode' field. Validate the entry is present in the 'Client Diagnoses' widget. Navigate to "View A" and then back to the myDay view. Validate the 'Client Diagnoses' widget displays as expected. Select the entry. Validate a 'Diagnosis' pre-display launches with that entry. Select the entry and click [Edit]. Select the 'Diagnosis' field and validate all the data populated in the previous steps is present. Select "Void" in the 'Status' field. Validate the voided diagnosis is crossed off. Click [Submit]. Navigate to the 'Client Diagnoses' widget. Select the associated episode in the 'Header Episode' field. Validate the voided diagnosis no longer displays in the 'Client Diagnoses' widget.	Topics • Diagnosis • NX • Widgets
AV-88247 Summary \| Details Order Entry Console - Pre-Admit - Give Initial Dose Now Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dictionary Update (CWS) Frequency Code Setup Orders This Episode Registry Settings (PM) Scenario 1: OE NX - Pre-Admit - One Time Only with Default Give Initial Dose Now - Field Validation Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y". The application must not have pharmacies configured in the 'External Pharmacy Setup' form. The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y". 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 pre-admit 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 'Dose' field to "1" and select "Capsule" from the 'Dose Unit' field. Validate the "Start Date/Time' fields are hidden. Validate the 'Stop Date/Time' fields are hidden. Validate the 'First Dose Date/Time' fields are hidden. Validate that 'Give Initial Dose Now' [Yes] is disabled. Validate the 'Custom' button is not hidden. Search for and select "Frequency Code A" from the 'Freq:' field. Validate that 'Give Initial Dose Now' [Yes] is pressed. Validate that 'Give Initial Dose Now' [Yes] is enabled. Validate that 'Skip 1st Dose' [Yes] is disabled. Validate that [Custom] is not hidden. Click [Custom]. Set the 1st 'Scheduled Administration Times' field to "1200" and click [Save]. Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared." Click [OK] and validate that 'Give Initial Dose Now' [Yes] is not pressed. Click 'Give Initial Dose Now' [Yes]. Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared." Click [OK]. Click [Custom], validate there are no values listed under 'Scheduled Administration Times' and click [Cancel]. Set the 'Duration' field to "1" and click [Days]. Click [Add to Scratchpad]. Validate the 'Start Date' field contains "01/01/2099". Validate the 'Stop Date' field contains "01/01/2099". Select "Order Code A" from the scratchpad. Validate that 'Give Initial Dose Now' [Yes] is pressed. Validate that 'Give Initial Dose Now' [Yes] is enabled. Click [Cancel] and then [Sign].	Topics • myAvatar/myAvatar NX • NX
AV-88262 Summary \| Details Order Entry Console - Orders This Episode - Pre-Admit - Custom Button Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dictionary Update (CWS) Frequency Code Setup Orders This Episode Registry Settings (PM) Scenario 1: OE NX - Pre-Admit - Order Group - One Time Only Frequency - Custom Administration Time Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y". The application must not have pharmacies configured in the 'External Pharmacy Setup' form. The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y". The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required not 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 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" Two 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". "Order Code B" has a default frequency of "Frequency Code B". A client must have an active pre-admit 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. Click [Select All]. Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form. Validate that the 'First Dose Date/Time' fields are hidden. Validate that the 'Stop Date/Time' fields are hidden. Validate that the 'Custom' button is visible for both "Order Code A" and "Order Code B". Click the 'Custom' button for "Order Code A". Set the 'Scheduled Administration Times;' field to "12:00 PM" and click [Save]. Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared." and click [OK]. Click the 'Custom' button for "Order Code B". Set the 'Scheduled Administration Times;' field to "12:00 AM" and click [Save]. Click [Add to Scratchpad]. Validate the 'Start Date' fields in the scratchpad for both "Order Code A" and "Order Code B" contain "01/01/2099". Select "Order Code A" from the 'Scratchpad'. Validate the 'Give Initial Dose Now - Yes' button is enabled and not pressed. Click [Custom], validate the 'Scheduled Administration Times:' field contains "12:00 PM" and click [Cancel]. Click [Give Initial Dose Now - Yes]. Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared." and click [OK]. Click [Custom], validate the 'Scheduled Administration Times' field contains no values and click [Cancel]. Set the 'Duration' field to "1" and click [Days]. Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code A" is "01/01/2099". Select "Order Code B" from the 'Scratchpad'. Click [Custom], validate the 'Scheduled Administration Times' field contains "12:00 AM" and click [Cancel]. Set the 'Duration' field to "2" and click [Days]. Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code B" is "01/02/2099". Click [Sign]. Scenario 2: OE NX - Pre-Admit - One Time Only with Default Give Initial Dose Now - Field Validation Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y". The application must not have pharmacies configured in the 'External Pharmacy Setup' form. The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y". 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 pre-admit 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 'Dose' field to "1" and select "Capsule" from the 'Dose Unit' field. Validate the "Start Date/Time' fields are hidden. Validate the 'Stop Date/Time' fields are hidden. Validate the 'First Dose Date/Time' fields are hidden. Validate that 'Give Initial Dose Now' [Yes] is disabled. Validate the 'Custom' button is not hidden. Search for and select "Frequency Code A" from the 'Freq:' field. Validate that 'Give Initial Dose Now' [Yes] is pressed. Validate that 'Give Initial Dose Now' [Yes] is enabled. Validate that 'Skip 1st Dose' [Yes] is disabled. Validate that [Custom] is not hidden. Click [Custom]. Set the 1st 'Scheduled Administration Times' field to "1200" and click [Save]. Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared." Click [OK] and validate that 'Give Initial Dose Now' [Yes] is not pressed. Click 'Give Initial Dose Now' [Yes]. Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared." Click [OK]. Click [Custom], validate there are no values listed under 'Scheduled Administration Times' and click [Cancel]. Set the 'Duration' field to "1" and click [Days]. Click [Add to Scratchpad]. Validate the 'Start Date' field contains "01/01/2099". Validate the 'Stop Date' field contains "01/01/2099". Select "Order Code A" from the scratchpad. Validate that 'Give Initial Dose Now' [Yes] is pressed. Validate that 'Give Initial Dose Now' [Yes] is enabled. Click [Cancel] and then [Sign].	Topics • myAvatar/myAvatar NX • NX • Order Entry Console
AV-88363 Summary \| Details Avatar NX - Widget Sorting Scenario 1: 'All Documents' Widget - validate filtering when navigating between views Specific Setup: Must have a view that contains the 'All Documents' widget ('All Documents' View). A client with documents and/or data filed in various forms (ex. 'Vitals Entry', 'Problem List', 'Diagnosis', 'Progress Notes (Group and Individual)') (Client A). Please note: this scenario is for Avatar NX systems. Steps Select "Client A" and navigate to the 'All Documents' view. Select any value in the 'Form Description' field. Validate the filter works as expected. Navigate to the another view and back to the 'All Documents' view. Validate the filter is retained. Deselect the value in the 'Form Description' field. Validate the 'Form Description' field contains "ALL". Click [Clear Filters]. Select any value in the 'Form Description' field. Validate the filter works as expected. Navigate to the another view and back to the 'All Documents' view. Validate the filter is retained. Select another value from the 'Form Description' field. Validate the filters work as expected. Click [Clear Filters]. Select any value in the 'Date' field. Validate the filter works as expected. Navigate to the another view and back to the 'All Documents' view. Validate the same records are displayed. Deselect the value in the 'Date' field. Validate the 'Date' field contains "ALL". Click [Clear Filters]. Scenario 2: Console Widget - Validate sorting for a client with many episodes Specific Setup: A user must have a console widget configured for Progress Notes in the 'Console Widget Configuration' form ('Progress Notes' widget). A user must have a view configured containing the 'Progress Notes' widget and 'Console Widget Viewer' (View A). A client must be admitted in 10 or more episodes and have progress notes filed for each episode (Client A). Steps Select "Client A" and navigate to the 'Progress Notes' widget. Click on 'Episode' field. Validate the entries are sorted in ascending order as expected. Click on 'Episode' field. Validate the entries are sorted in descending order as expected. Continue clicking on various columns and validate the widget sorts as expected.	Topics • Console Widget • NX • Progress Notes (Group And Individual)
AV-88382 Summary \| Details Avatar NX - Layout Persistence Scenario 1: Avatar NX - "View Definition" functionality validations Specific Setup: Have two views defined in the 'View Definition' form that each contain one or more widgets on the view (View A and View B). "View B" must have customization disabled through the 'View Definition' form. A user must be defined and have both "View A" and "View B" on their myDay view (User A). "User A" must have access to the 'View Definition' form. Must be logged in as "User A". Steps Access the 'View Definition' form. Click [Select View]. Select "View A" in the 'Select Views' field. Click [Launch View Designer]. Validate the widgets display as expected. Drag and drop widgets between the 'Available Widgets' and 'Assigned Widgets' columns. Validate widgets are moved as expected. Drag and drop a widget from the 'Assigned Widgets' and the widget layout view area. Validate the widget is moved successfully. Click [Include Client Information header in view]. Click [Submit] and submit the form. From the 'myDay' view, navigate to "View B" and click back to "View A". Validate the 'Client Information' header is aligned with the widgets. Close the sidebar. Validate the view resizes and the 'Client Information' header aligns with the widgets. Open the sidebar. Validate the view resizes and the 'Client Information' header aligns with the widgets. Select the 'My Activity' menu. Select the 'Customize Toggle' button 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. Scenario 2: Avatar NX - Views configured with associated views and workflow items Specific Setup: A client must be admitted to an existing episode and have a 'Review To Do Item' routed to the logged in user. (Client A). User's 'myDay' view must have an associated view that contains CC Inbox POV (View A). User's 'myDay' view must have an associated view that contains Medical Note POV and the 'My To-Do's' widget (View B). User's 'myDay' view must have several associated views that do not contain POV's (View C). "View C" must have a workflow item that contains a POV (Item A) and a workflow item that does not contain a POV (Item B). User's 'myDay' view must have an associated view that contains the 'Client Acuity', 'Client's Care Team', and 'Rule Based Routing' widgets (View D). Document routing must be enabled for the 'Progress Notes (Group & Individual)' form. At least one client based SQL widget must be added to the 'Progress Notes (Group and Individual)' form using 'Form Designer' (Widget A). A client must be admitted to an existing episode and have data filed corresponding to 'Widget A' (Client A). Please note: this scenario is for Avatar NX systems. Steps Select "Client A" and select "View A". Validate the view opens and displays as expected. Select "View B". Validate the view opens and displays as expected. Open the 'My To-Do's' widget. Click [Review To Do Item]. Validate the form displays as expected. Click [Discard]. Validate user is taken back to the 'My To-Do's'. Switch between "View A" and "View B" a dozen times and then select the 'View Menu'. Validate the 'View Menu' opens and displays as expected. Close the 'View Menu'. Select "View C". Validate the view opens and displays as expected. Select "Item A" and validate the workflow item opens and displays as expected. Select "Item B" and validate the workflow item opens and displays as expected. Continue selecting the desired views and workflow items and validate they open and display as expected. Access the 'Progress Notes' (Group and Individual)' form. Validate "Widget A" displays as expected. Select "View A". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Scroll down and validate the form tab is anchored to the top of the page. Select the form tab. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected. Select "View C". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Scroll down and validate the form tab is anchored to the top of the page. Select the form tab. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected. Select "View D". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Scroll down and validate the form tab is anchored to the top of the page. Access the 'Diagnosis' form. Click [Add]. Validate the 'Diagnosis' form opens and displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Select the 'Progress Notes (Group and Individual)' form tab. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected. Select "myDay". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Scroll down and validate the form tab is anchored to the top of the page. Select the 'Progress Notes (Group and Individual)' form tab. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected. Populate the desired and required fields. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate a 'Confirm Document' dialog containing the note and click [Sign]. Enter the password of the logged in user and click [Verify]. Validate a 'Progress Notes' dialog stating "Note filed." and click [OK]. Close the form. Select the 'Diagnosis' form tab. Validate the 'Diagnosis' form displays as expected. Close the form. Validate the user is taken back to the "myDay" view. Access the desired form. Validate the form displays as expected. Continue opening and closing the desired forms. Validate they display and close as expected. Scenario 3: 'All Documents' Widget - validate filtering when navigating between views Specific Setup: Must have a view that contains the 'All Documents' widget ('All Documents' View). A client with documents and/or data filed in various forms (ex. 'Vitals Entry', 'Problem List', 'Diagnosis', 'Progress Notes (Group and Individual)') (Client A). Please note: this scenario is for Avatar NX systems. Steps Select "Client A" and navigate to the 'All Documents' view. Select any value in the 'Form Description' field. Validate the filter works as expected. Navigate to the another view and back to the 'All Documents' view. Validate the filter is retained. Deselect the value in the 'Form Description' field. Validate the 'Form Description' field contains "ALL". Click [Clear Filters]. Select any value in the 'Form Description' field. Validate the filter works as expected. Navigate to the another view and back to the 'All Documents' view. Validate the filter is retained. Select another value from the 'Form Description' field. Validate the filters work as expected. Click [Clear Filters]. Select any value in the 'Date' field. Validate the filter works as expected. Navigate to the another view and back to the 'All Documents' view. Validate the same records are displayed. Deselect the value in the 'Date' field. Validate the 'Date' field contains "ALL". Click [Clear Filters].	Topics • NX • View Definition • Widgets
AV-88723 Summary \| Details Move Selected Data Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Clinical Document Viewer Document Routing Setup (PM) Move Selected Data (CWS) Progress Notes (Group and Individual) Move Selected Data (PM) Scenario 1: Move Selected Data [CWS] - Move data from one episode to another when document routing is enabled Specific Setup: A client is enrolled in two existing episodes (Client A). Steps Access the 'Document Routing Setup' form. Select "Avatar CWS" in the 'Application' field. Click [Select Form]. Select "Progress Notes (Group and Individual)" in the 'Select a form to enable Document Routing' field and click [OK]. Select "Yes" in the 'Enable Document Routing' field. Select "Yes" in the 'Allow Comments During Approval' field. Click [File] and close the form. Select "Client A" and access the 'Progress Notes (Group and Individual)' form. Select "Episode 1" in the 'Select Episode' field. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate the 'Confirm Document' dialog is displayed. Click [Accept]. Enter the password for the logged in user in the 'Password' field and click [Verify]. Enter the desired comments in the 'Approval Comments' field and click [OK]. Validate a message is displayed stating: Note Filed. Click [OK] and close the form. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select Type:' field. Select "Individual" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate the document filed is displayed for "Episode 1" and select it for viewing. Click [View]. Validate the document displays as expected with the approver signature and approval comments. Click [Close All Documents] and close the form. Access the 'Move Selected Data' CWS form. Select "Client" in the 'Entity Database' field. Select "Progress Notes (Group and Individual)" in the 'Form' field. Select "Client A" in the 'Old Entity' field. Select "Episode 1" in the 'Old Episode' field. Click [Select Row to be Moved]. Select the record filed in the previous steps and click [OK]. Validate a message is displayed stating: Warning!! The selected row is marked as "Final" and is associated with a finalized document. This row can only be moved to a different episode of the same entity. Click [OK]. Select "Client A" in the 'New Entity' field. Select "Episode 2" in the 'New Episode' field. Enter the desired value in the 'Reason for Moving Data' field. Click [Submit]. Validate the 'Confirm Document' dialog is displayed. Click [Accept]. Enter the password for the logged in user in the 'Password' field and click [Verify]. Enter the desired comments in the 'Approval Comments' field and click [OK]. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select Type:' field. Select "Individual" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate the document filed is displayed for "Episode 2" and select it for viewing. Click [View]. Validate the document displays as expected with the initial approver's signature and approval comments, information from 'Move Selected Data', and the appending author's signature and approval comments. Click [Close All Documents] and close the form. Scenario 2: Move Selected Data [PM] - Move data from one episode to another when document routing is enabled Specific Setup: Must have a PM modeled form defined with a 'Draft/Final' field (Form A). A client is enrolled in two existing episodes (Client A). Steps Access the 'Document Routing Setup' form. Select "Avatar PM" in the 'Application' field. Click [Select Form]. Select "Form A" in the 'Select a form to enable Document Routing' field and click [OK]. Select "Yes" in the 'Enable Document Routing' field. Select "Yes" in the 'Allow Comments During Approval' field. Click [File] and close the form. Select "Client A" and access "Form A". Select "Episode 1" and click [OK]. Populate all required and desired fields. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the 'Confirm Document' dialog is displayed. Click [Accept]. Enter the password for the logged in user in the 'Password' field and click [Verify]. Enter the desired comments in the 'Approval Comments' field and click [OK]. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select Type:' field. Select "Individual" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate the document filed is displayed for "Episode 1" and select it for viewing. Click [View]. Validate the document displays as expected with the approver signature and approval comments. Click [Close All Documents] and close the form. Access the 'Move Selected Data' PM form. Select "Client" in the 'Entity Database' field. Select "Form A" in the 'Form' field. Select "Client A" in the 'Old Entity' field. Select "Episode 1" in the 'Old Episode' field. Click [Select Row to be Moved]. Select the record filed in the previous steps and click [OK]. Validate a message is displayed stating: Warning!! The selected row is marked as "Final" and is associated with a finalized document. This row can only be moved to a different episode of the same entity. Click [OK]. Select "Client A" in the 'New Entity' field. Select "Episode 2" in the 'New Episode' field. Enter the desired value in the 'Reason for Moving Data' field. Click [Submit]. Validate the 'Confirm Document' dialog is displayed. Click [Accept]. Enter the password for the logged in user in the 'Password' field and click [Verify]. Enter the desired comments in the 'Approval Comments' field and click [OK]. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select Type:' field. Select "Individual" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate the document filed is displayed for "Episode 2" and select it for viewing. Click [View]. Validate the document displays as expected with the initial approver's signature and approval comments, information from 'Move Selected Data', and the appending author's signature and approval comments. Click [Close All Documents] and close the form.	Topics • Clinical Document Viewer • Move Selected Data • Progress Notes
AV-88766 Summary \| Details Avatar NX - Undocked Widgets Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Console Widget Viewer Scenario 1: Validate client widget data updates when switching the client in context Specific Setup: The logged in user must have one or more client based widgets on their myDay view. For this test the 'Client Information' and 'Client Episodes' and 'Client Diagnosis' widgets are used. The user must also have the 'Progress Notes' widget on their myDay view. Have three clients (Client A, Client B, and Client C) admitted to active episodes with diagnosis data, demographic information, and progress notes on file. Steps Select "Client A". Validate the 'Client Information' widget refreshes and displays the expected data. Validate the 'Client Episodes' widget refreshes and displays the expected data. Validate the 'Client Diagnosis' widget refreshes and displays the expected data. Validate the 'Progress Notes' widget refreshes and displays the expected data. Undock the 'Progress Notes' widget and validate it displays the expected data. Select an episode from 'Header Episode' field. Validate the widgets refresh and display "Client A" and the correct episode. Select "Client B". Validate the 'Client Information' widget refreshes and displays the expected data. Validate the 'Client Episodes' widget refreshes and displays the expected data. Validate the 'Client Diagnosis' widget refreshes and displays the expected data. Validate the 'Progress Notes' widget refreshes and displays the expected data. Validate the undocked 'Progress Notes' widget refreshes and displays the expected data. Select an episode from 'Header Episode' field. Validate the widgets refresh and display "Client B" and the correct episode. Select "Client C". Validate the 'Client Information' widget refreshes and displays the expected data. Validate the 'Client Episodes' widget refreshes and displays the expected data. Validate the 'Client Diagnosis' widget refreshes and displays the expected data. Validate the 'Progress Notes' widget refreshes and displays the expected data. Validate the undocked 'Progress Notes' widget refreshes and displays the expected data. Close the undocked widget. Scenario 2: Validate Undocked Diagnosis Widget documents display in Console Viewer Widget Specific Setup: Two clients are enrolled in an existing episode (Client A and Client B). "Client A" has a diagnosis on file (Diagnosis A). "Client B" has a diagnosis on file (Diagnosis B). A user must have a console widget configured for Diagnosis in the 'Console Widget Configuration' form ('Diagnosis' widget) . A user must have a view configured containing the 'Diagnosis' widget and the 'Console Widget Viewer' (View A). Steps Select "Client A" and navigate to "View A". Undock the 'Diagnosis' widget and validate it opens in a new window. Validate "Client A" displays at the top of the undocked 'Diagnosis' widget. Undock the 'Console Widget Viewer' and validate it opens in a new window. Validate "Client A" displays at the top of the undocked 'Console Widget Viewer'. In the undocked 'Diagnosis' widget, click [View] . Validate the undocked 'Console Widget Viewer' displays "Diagnosis A". Click [Open Record]. Validate the 'Diagnosis' form displays as expected in the main application window. Close the form. Select "Client B". Validate "Client B" displays at the top of the undocked 'Diagnosis' widget. Validate "Diagnosis A" no longer displays in the undocked 'Console Widget Viewer'. Validate "Client B" displays at the top of the undocked 'Console Widget Viewer'. In the undocked 'Diagnosis' widget, click [View]. Validate the undocked 'Console Widget Viewer' displays "Diagnosis B". Click [Open Record]. Validate the 'Diagnosis' form displays as expected in the main application window. Close the form. Select "Client A". Validate the undocked widget updates to "Client A" and the previously selected "Diagnosis A" displays in the undocked 'Console Widget Viewer'. Close the undocked widgets. Scenario 3: Widgets - Undocking widgets embedded in a form Specific Setup: The 'Problems', 'Progress Notes', 'Recent Vitals', 'Client Episodes', and 'Client Diagnosis' widgets must be added to the 'Individual Progress Note' form using Form Designer'. Two clients must be enrolled in more than one existing episode (Client A and Client B). Steps Select "Client A" and access the 'Individual Progress Note' form. Validate the 'Individual Progress Note' form displays as expected. Validate all the widgets on the form have the undock icon. Validate the widgets displays a scroll bar to view the data, as expected. Undock the first widget from the form. Validate the widget undocks and loads successfully with the 'Client Name' and 'Episode' at the top. Undock all the widgets on the form. Validate all the widgets undock and load successfully with the 'Client Name' and 'Episode' at the top. Select an episode from 'Select Episode' field. Validate the selected episode displays on the undocked widgets. Select “Client B” from the ‘Select Client’ field. Validate all the undocked widgets display the newly selected client at the top. Select an episode from 'Select Episode' field. Validate the selected episode displays on the undocked widgets. Close the form. Validate all the undocked widgets close successfully. Scenario 4: 'All Documents' Widget - Validate the undocked 'Console Widget Viewer' updates when switching clients Specific Setup: Two clients are enrolled into two existing episodes (Client A) & (Client B) with documents on file in the 'All Documents' Widget. A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view). The 'Default Value for Console View Episodes' registry setting must be set to "1". Steps Select "Client A" and navigate to the 'All Documents' view. Validate the 'Episode Header' field contains "All Episodes". Undock the 'Console Widget Viewer' from the 'All Documents' view. Validate the selected client name and episodes display in the undocked 'Console Widget Viewer'. Select another episode from the 'Episode Header' field. Validate selected client name and selected episode display in the undocked 'Console Widget Viewer'. Select any document from the 'All Documents' widget. Validate the document displays as expected in the undocked 'Console Widget Viewer'. Select "Client B". Validate the document for "Client A" no longer displays. Validate the selected client name and episodes display in the undocked 'Console Widget Viewer'. Select another episode from the 'Episode Header' field. Validate selected client name and selected episode display in the undocked 'Console Widget Viewer'. Select any document from the 'All Documents' widget. Validate the document displays as expected in the undocked 'Console Widget Viewer'. Select "Client A". Validate the previously selected document for "Client A" displays as expected in the undocked 'Console Widget Viewer'. Select “Client B”. Validate the previously selected document for "Client B" displays as expected in the undocked 'Console Widget Viewer'. Close the undocked widget.	Topics • All Documents Widget • Console Widget • Diagnosis • NX • Progress Notes • Widgets
AV-88768 Summary \| Details Disclosure Management - Omit empty pages Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Disclosure Management Disclosure Management Configuration Scenario 1: Disclosure Management - Field Validations Specific Setup: Using the "Disclosure Management Configuration" form, set up the first page image, watermark, and forms to associate to set up Disclosure Management. Steps Open the "Disclosure Management" form. Populate all required and desired fields in the request, authorization, and the disclosure sections. Select "Electronic" in the "Disclosure Method" field. Click the "Process" button. Validate the appropriate items are included in the disclosure packet. Click "Disclose". Click the PDF download icon. Browse to the location to store the file on the server. Provide the file name with a .pdf file extension. Click the "Save" button. Scenario 2: Disclosure Management - Blank documents Steps Open the "Disclosure Management" form. Generate a disclosure packet that would include a blank crystal report (select the form in the disclosure packet, but ensure the client has no data for that timeframe). Validate the form would be blank by the messages that pop up that indicate the report will be blank, therefore it will be omitted from the disclosed packet.	Topics • Disclosure • NX
AV-88785 Summary \| Details Negative Numbers on forms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar NX Report Viewer Client Ledger Individual Cash Posting (PM) Vitals Entry Scenario 1: Entering a negative number in fields. Specific Setup: Each agency may identify and test forms that contain numeric or dollar formats. For the purpose of this test, we will use 'Individual Cash Posting' and 'Vitals Entry'. Client 1: Select a client to be used in testing that has unpaid services/claims. Note the date range of the services. Steps Open 'Individual Cash Posting' Select the 'Client'. Select 'All Episodes' in 'Post By'. Enter desired value in 'Start Date'. Enter desired value in 'End Date'. Click [Select Items(s) to Post Against]. Select desired row(s). Click [OK]. Enter desired value in 'Posting Date'. Enter desired value in 'Date of Receipt'. Validate the value in 'Guarantor'. Enter a negative value in 'Dollar Amount To Be Posted'. Validate that the error message contains: Dollar Amount To Be Posted must be greater than 0. Click [OK]. Enter a positive value in 'Dollar Amount To Be Posted'. Validate the 'Posting Code' becomes required. Enter desired value in 'Posting Code'. Enter desired data in remaining fields. Click [Update Temporary File] Click [OK]. Click [Submit]. Click [Yes]. Validate receipt is displayed. Close the receipt. Close the form. Open 'Vitals Entry' for the client. Select desired value in 'Add/Edit/Delete Vital Sign' Enter desired value in 'Date. Enter desired value in 'Time'. Enter a negative number in the following fields and verify that message is received explaining the values allowed in the field: 'Weight', 'O2 Saturation', 'Pulse', 'Respiration', 'Blood Glucose', ' Blood Pressure Sys', and Blood Pressure Dist'. Close the form.	Topics • Database Management • NX
AV-88901 Summary \| Details Order Entry Console - Pre-Admit - Give Initial Dose Now Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dictionary Update (CWS) Frequency Code Setup Orders This Episode Registry Settings (PM) Scenario 1: OE NX - Pre-Admit - Order Group - One Time Only Frequency - Custom Administration Time Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y". The application must not have pharmacies configured in the 'External Pharmacy Setup' form. The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y". The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required not 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 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" Two 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". "Order Code B" has a default frequency of "Frequency Code B". A client must have an active pre-admit 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. Click [Select All]. Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form. Validate that the 'First Dose Date/Time' fields are hidden. Validate that the 'Stop Date/Time' fields are hidden. Validate that the 'Custom' button is visible for both "Order Code A" and "Order Code B". Click the 'Custom' button for "Order Code A". Set the 'Scheduled Administration Times;' field to "12:00 PM" and click [Save]. Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared." and click [OK]. Click the 'Custom' button for "Order Code B". Set the 'Scheduled Administration Times;' field to "12:00 AM" and click [Save]. Click [Add to Scratchpad]. Validate the 'Start Date' fields in the scratchpad for both "Order Code A" and "Order Code B" contain "01/01/2099". Select "Order Code A" from the 'Scratchpad'. Validate the 'Give Initial Dose Now - Yes' button is enabled and not pressed. Click [Custom], validate the 'Scheduled Administration Times:' field contains "12:00 PM" and click [Cancel]. Click [Give Initial Dose Now - Yes]. Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared." and click [OK]. Click [Custom], validate the 'Scheduled Administration Times' field contains no values and click [Cancel]. Set the 'Duration' field to "1" and click [Days]. Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code A" is "01/01/2099". Select "Order Code B" from the 'Scratchpad'. Click [Custom], validate the 'Scheduled Administration Times' field contains "12:00 AM" and click [Cancel]. Set the 'Duration' field to "2" and click [Days]. Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code B" is "01/02/2099". Click [Sign]. Scenario 2: OE NX - Pre-Admit - One Time Only with Default Give Initial Dose Now - Field Validation Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y". The application must not have pharmacies configured in the 'External Pharmacy Setup' form. The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y". 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 pre-admit 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 'Dose' field to "1" and select "Capsule" from the 'Dose Unit' field. Validate the "Start Date/Time' fields are hidden. Validate the 'Stop Date/Time' fields are hidden. Validate the 'First Dose Date/Time' fields are hidden. Validate that 'Give Initial Dose Now' [Yes] is disabled. Validate the 'Custom' button is not hidden. Search for and select "Frequency Code A" from the 'Freq:' field. Validate that 'Give Initial Dose Now' [Yes] is pressed. Validate that 'Give Initial Dose Now' [Yes] is enabled. Validate that 'Skip 1st Dose' [Yes] is disabled. Validate that [Custom] is not hidden. Click [Custom]. Set the 1st 'Scheduled Administration Times' field to "1200" and click [Save]. Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared." Click [OK] and validate that 'Give Initial Dose Now' [Yes] is not pressed. Click 'Give Initial Dose Now' [Yes]. Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared." Click [OK]. Click [Custom], validate there are no values listed under 'Scheduled Administration Times' and click [Cancel]. Set the 'Duration' field to "1" and click [Days]. Click [Add to Scratchpad]. Validate the 'Start Date' field contains "01/01/2099". Validate the 'Stop Date' field contains "01/01/2099". Select "Order Code A" from the scratchpad. Validate that 'Give Initial Dose Now' [Yes] is pressed. Validate that 'Give Initial Dose Now' [Yes] is enabled. Click [Cancel] and then [Sign].	Topics • myAvatar/myAvatar NX • NX • Order Entry Console
AV-88933 Summary \| Details Order Entry Console - Orders This Episode - Custom Administration times Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Frequency Code Setup Orders This Episode Scenario 1: OE NX - Create an order using an "Every Nth Day" frequency code with no scheduled administration times Specific Setup: A frequency code must exist that has the following configuration:(Every 2 Days) 'Routine or PRN(As Needed)' is set to "Routine" 'One Time Only' is set to "No" 'Interval Frequency' is set to "No" 'Daily Administration' is set to "Not Daily" 'Every Nth Day' is set to "2" 'Times/24 Hours' is set to "1". A client must have an active inpatient episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Note: For testing purposes the time is currently after "08:00 AM". Steps Select "Client A" and access the Order Entry Console. Search for and select "PERCOCET (ACETAMINOPHEN-OXYCODONE HYDROCHLORIDE) 325 MG-10 MG TABLET ORAL (Schedule II)" in the 'New Order' field. Set the 'Dose' field to "1" and select "Tablet" in the 'Dose Unit' field. Select "Every 2 Days" in the 'Freq' field. Validate the 'First Dose Date' and 'First Dose Time' fields are disabled and do not contain values. Click [Custom] and enter "0800" and press Tab in the first 'Scheduled Administration Time' field and click [Save]. Validate the 'First Dose Date' field is disabled and contains a date that is two days in the future of the current date. Validate the 'First Dose Time' field is disabled and contains "08:00 AM". Validate the 'Start Date' field is required, enabled and contains the current date. Validate the 'Start Time' field is required, enabled and contains the current time. Set the 'Duration' field to "6" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains the "PERCOCET" order. Select the 'eMAR' widget. Validate the 'Administration Date' field contains the current date and time. Validate the "PERCOCET" order is displayed that contains a 'Next Administration Date/Time' of T+2 at 0800". Validate the first cell under the current date for the "PERCOCET" order contains a dashed line. Set the 'Administration Date' field to two days in the future of the current date. Validate that there is a dashed line in the first cell under the current date and a cell that contains "0800" in the first cell under the date that is 2 days in the future. Scenario 2: OE NX - Create an order using an "Every Nth Day" frequency code with a scheduled administration time that is in the past Specific Setup: A frequency code must exist that has the following configuration:(Frequency Code A) '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 "Frequency Code A" 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 the current date. Validate the 'First Dose Time' field contains "08:00 AM". Set the 'Start Date' field to the current date. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Validate the 'First Dose Date' field contains a date that is two days in the future of the current date. Validate the 'First Dose Time' field contains "08:00 AM". Set the 'Duration' field to "4" and click [Days]. Click [Add to Scratchpad] Select the order in the 'Scratchpad' and validate the 'First Dose Date' field contains a date that is two days in the future of the current date and the 'First Dose Time' field contains "08:00 AM". Click [Cancel Update] and [Sign]. Validate the 'Order grid' contains an order for "KADIAN". Access the 'eMAR' widget. Validate the 'Administration Date' field contains the current date Validate the order for "KADIAN" is displayed and contains a 'Next Administration Date/Time' of a date that is two days in the future of the current date at "0800". Validate the first cell under the current date for this order contains a dashed line. Set the 'Administration Date' field to a date that is two days in the future and click [Refresh]. Validate the first cell under the current date contains a dashed line and that the first cell under the date column that is two days in the future contains "0800". Scenario 3: OE NX - Create an order using an "Every Nth Day" frequency code with a scheduled administration time that is in the future Specific Setup: A frequency code must exist that has the following configuration:(Every 2 Days at 08:00 PM) 'Routine or PRN(As Needed)' is set to "Routine" 'One Time Only' is set to "No" 'Interval Frequency' is set to "No" 'Daily Administration' is set to "Not Daily" 'Every Nth Day' is set to "2" 'Times/24 Hours' is set to "1". 'Hours of Administration (Check appropriate hours of administration, if any.) has "08:00" selected under 'PM(06:00-11: 30 PM)'. A client must have an active inpatient episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Note: For testing purposes the time is currently after "02:00 PM and before "08:00 PM". Steps Select "Client A" and access the Order Entry Console. Search for and select "OXYCODONE HCL 20 MG TABLET ORAL (Schedule II)" in the 'New Order' field. Set the 'Dose' field to "1" and select "Tablet" in the 'Dose Unit' field. Select "Every 2 Days at 2000" in the 'Freq' field. Validate the 'First Dose Date' field contains the current date. Validate the 'First Dose Time' field contains "08:00 PM". Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Set the 'Start Time' field to "08:05 PM". Validate the 'First Dose Date' field contains a date that is two days in the future of the current date. Validate the 'First Dose Time' field contains "08:00 PM". Set the 'Start Time' field back to the current time. Validate the 'First Dose Date' field contains the current date. Validate the 'First Dose Time' field contains "08:00 PM". Set the 'Duration' field to "4" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains an order for "OXYCODONE". Scenario 4: OE NX - 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 not required and contains the current date. Validate the 'First Dose Time' field is not required and contains the current date rounded up to the nearest half hour. Validate the 'Give Initial Dose Now [Yes]' button is selected. Validate the 'Start Date/Time' fields are disabled and contain the same values as the 'First Dose Date/Time' fields. Click [Add to Scratchpad] and click [Sign]. Validate the order displays in the 'Order grid'. Scenario 5: OE NX - 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 6: OE NX - Admission Med Reconciliation - Administration times Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Create 2 orders, one "Reported" and one "Rx" and populate all required fields, selecting frequency codes that have defined hours of administration. Click the 'Admission Med Reconciliation' tab. Select both orders from the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad]. Select the first order in the 'Inpatient Medications Scratchpad' and validate the 'First Dose Date' and 'First Dose Time' fields are populated. Click the 'Custom' link and validate the correct administration times display. Populate any remaining required fields and click [Update Order]. Select the second order in the 'Inpatient Medications Scratchpad' and validate the 'First Dose Date' and 'First Dose Time' fields are populated. Click the 'Custom' link and validate the correct administration times display. Populate any remaining required fields and click [Update Order]. Click [Reconcile & Sign] and validate the 'Admission Med Reconciliation' tab displays in view-only mode. Scenario 7: OE NX - Order Entry Console - Changing Administration Times and Frequency Codes Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. A frequency code must exist with scheduled hours of administration (Ex: Twice a Day 9:00 AM and 9:00 PM) Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Select "Twice a Day" in the 'Freq' field. Click the 'Custom' link and change the administration times to "0100" and "1300" and click [Save]. Change the 'Freq' field to any other frequency code then change it back to "Twice a Day". Click the 'Custom' link and validate the administration times display as "0900" and "2100". Clear the values in the 'Administration Time' fields and click [Save]. Click the 'Custom' link and validate the 'Administration Time' fields are still blank.	Topics • Avatar eMAR • NX • Order Entry Console
AV-88955 Summary \| Details Order Entry Console - Orders This Episode - Non-Pharmacy - Give Initial Dose Now Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Frequency Code Setup Orders This Episode Order Entry Console - My Favorites Avatar eMAR App Dashboard Dictionary Update (CWS) Task List Collect Specimens Scenario 1: OE NX - Pharmacy - Unscheduled One Time Only Frequency Code - Default to Give Initial Dose Now Specific Setup: A frequency code 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. (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 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 an order is displayed in the 'Order grid'. Access 'eMAR' . Validate "Order Code A" displays with the "Give Initial Dose Now" tag. Scenario 2: OE NX - Manual Give Initial Dose Now - '(524) Require Hours of Administration for Routine Orders' is required Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60". The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to "Hours of Administration are required for Routine orders" in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A frequency code 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. (Frequency Code A) Please log out of and back into the application after completing the above configuration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Populate the required fields selecting "Frequency Code A" from the 'Freq' field. Validate the 'First Dose Date' field is required and contains tomorrow's date. Validate the 'First Dose Time' field is required and contains "08:00 AM". Validate the 'Start Date' and 'Start Time' fields are disabled and contain the same values as the 'First Dose Date' and 'First Dose Time' fields. Click 'Give Initial Dose Now' [Yes]. Validate the 'First Dose Date' field contains the current date. Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour. Validate the 'Start Date' and 'Start Time' fields contain the same values as the 'First Dose Date' and 'First Dose Time' fields. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override the interaction and click [Save Override and Exit]. Validate the order displays in the 'Order grid'. Scenario 3: OE NX - "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] then [Refresh]. Click 'My Favorites', select the order and click [Add to Scratchpad]. Select the order in the 'Scratchpad'. Select "Frequency Code A" in the 'Frequency' field and validate that 'Custom' is not displayed. 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. Populate all missing and required fields and click [Update Order] 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 displayedand that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date. Scenario 4: 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 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 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 5: 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 that has an 'Order Type Category' of "Not Applicable". (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. Select "Frequency Code A" in the 'Frequency' field. 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 [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 and no 'Give Initial Dose Now' tag. Scenario 6: OE NX - Order Entry Console - Lab Order with One-Time-Only Frequency Code Default Give Initial Dose Now Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. A Frequency Code (Frequency Code A) must be configured as a One-Time-Only and default 'Give Initial Dose Now' through the 'Frequency Code Setup' form. Steps Select "Client A" and access the Order Entry Console. Search for and select any Lab-type order code. Populate the required fields selecting "Frequency Code A" from the 'Freq' field. Click [Add to Scratchpad] and [Sign]. Validate the order created displays in the 'Order grid'. Navigate to 'eMAR'. Click the "Lab Orders" tab. Validate "Give Initial Dose Now" does not display in the 'Order Details' of the Lab-type order. Scenario 7: OE NX - Lab - My Favorites - Default Give Initial Dose Now Specific Setup: A lab-type order code (Lab Code A) must be added to 'My Favorites' A "One Time Only" frequency code must exist with the 'Default Give Initial Dose Now' field set to "Yes" in the 'Frequency Code Setup' form. (Frequency Code A) A frequency code must exist with scheduled hours of administration in the 'Frequency Code Setup' form. (Frequency Code B) A client must have an active episode. (Client A) Steps Select "Client A" and access the Order Entry Console. Click 'My Favorites', select "Lab Code A", and click [Add to Scratchpad]. Select "Lab Code A" from the 'Scratchpad'. Select "Frequency Code A" from the 'Frequency' field. Validate the 'First Collect Date' and 'First Collect Time' fields are blank. Select "Frequency Code B" from the 'Frequency' field. Validate the 'First Collect Date' and 'First Collect Time' fields contain the appropriate data. Select "Frequency Code A" from the 'Frequency Code' field. Validate the 'First Collect Date' and 'First Collect Time' fields are blank Populate any remaining required fields and click [Update Order] and [Sign]. Validate the order displays in the 'Order grid'. Access 'eMAR'. Click the 'Lab Orders' tab. Validate "Lab Code A" displays and does not contain a "Give Initial Dose Now" tag.	Topics • Avatar eMAR • eMAR • NX • Order Entry Console
AV-89129 Summary \| Details Order Entry Console - Orders This Episode - Custom Administration times Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Frequency Code Setup Orders This Episode Scenario 1: OE NX - Create an order using an "Every Nth Day" frequency code with no scheduled administration times Specific Setup: A frequency code must exist that has the following configuration:(Every 2 Days) 'Routine or PRN(As Needed)' is set to "Routine" 'One Time Only' is set to "No" 'Interval Frequency' is set to "No" 'Daily Administration' is set to "Not Daily" 'Every Nth Day' is set to "2" 'Times/24 Hours' is set to "1". A client must have an active inpatient episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Note: For testing purposes the time is currently after "08:00 AM". Steps Select "Client A" and access the Order Entry Console. Search for and select "PERCOCET (ACETAMINOPHEN-OXYCODONE HYDROCHLORIDE) 325 MG-10 MG TABLET ORAL (Schedule II)" in the 'New Order' field. Set the 'Dose' field to "1" and select "Tablet" in the 'Dose Unit' field. Select "Every 2 Days" in the 'Freq' field. Validate the 'First Dose Date' and 'First Dose Time' fields are disabled and do not contain values. Click [Custom] and enter "0800" and press Tab in the first 'Scheduled Administration Time' field and click [Save]. Validate the 'First Dose Date' field is disabled and contains a date that is two days in the future of the current date. Validate the 'First Dose Time' field is disabled and contains "08:00 AM". Validate the 'Start Date' field is required, enabled and contains the current date. Validate the 'Start Time' field is required, enabled and contains the current time. Set the 'Duration' field to "6" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains the "PERCOCET" order. Select the 'eMAR' widget. Validate the 'Administration Date' field contains the current date and time. Validate the "PERCOCET" order is displayed that contains a 'Next Administration Date/Time' of T+2 at 0800". Validate the first cell under the current date for the "PERCOCET" order contains a dashed line. Set the 'Administration Date' field to two days in the future of the current date. Validate that there is a dashed line in the first cell under the current date and a cell that contains "0800" in the first cell under the date that is 2 days in the future. Scenario 2: OE NX - Create an order using an "Every Nth Day" frequency code with a scheduled administration time that is in the past Specific Setup: A frequency code must exist that has the following configuration:(Frequency Code A) '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 "Frequency Code A" 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 the current date. Validate the 'First Dose Time' field contains "08:00 AM". Set the 'Start Date' field to the current date. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Validate the 'First Dose Date' field contains a date that is two days in the future of the current date. Validate the 'First Dose Time' field contains "08:00 AM". Set the 'Duration' field to "4" and click [Days]. Click [Add to Scratchpad] Select the order in the 'Scratchpad' and validate the 'First Dose Date' field contains a date that is two days in the future of the current date and the 'First Dose Time' field contains "08:00 AM". Click [Cancel Update] and [Sign]. Validate the 'Order grid' contains an order for "KADIAN". Access the 'eMAR' widget. Validate the 'Administration Date' field contains the current date Validate the order for "KADIAN" is displayed and contains a 'Next Administration Date/Time' of a date that is two days in the future of the current date at "0800". Validate the first cell under the current date for this order contains a dashed line. Set the 'Administration Date' field to a date that is two days in the future and click [Refresh]. Validate the first cell under the current date contains a dashed line and that the first cell under the date column that is two days in the future contains "0800". Scenario 3: OE NX - 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 not required and contains the current date. Validate the 'First Dose Time' field is not 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 4: 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 5: OE NX - Order Entry Console - Changing Administration Times and Frequency Codes Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. A frequency code must exist with scheduled hours of administration (Ex: Twice a Day 9:00 AM and 9:00 PM) Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Select "Twice a Day" in the 'Freq' field. Click the 'Custom' link and change the administration times to "0100" and "1300" and click [Save]. Change the 'Freq' field to any other frequency code then change it back to "Twice a Day". Click the 'Custom' link and validate the administration times display as "0900" and "2100". Clear the values in the 'Administration Time' fields and click [Save]. Click the 'Custom' link and validate the 'Administration Time' fields are still blank.	Topics • Avatar eMAR • NX • Order Entry Console
AV-89163 Summary \| Details Order Entry Console - Orders This Episode - Order Group - One Time Only, Give Initial Dose Now 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 App Dashboard eMAR Scenario 1: OE NX - Scheduled One Time Only frequency Code - 'First Dose' adjustment allowed when 'Give Initial Dose Now' "60" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60". A frequency code (Frequency Code A) must be configured with a 'Routine or PRN(As Needed)' set to "Routine", with scheduled hour(s) of administration set to "08:00 AM" and 'Default Give Initial Dose Now' set to "No" in the 'Frequency Code Setup' form Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A) "Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Note: For testing purposes the current time is after "08:00 AM". Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Populate the required fields selecting "Frequency Code A" from the 'Frequency' field. Validate 'Skip First Dose' [Yes] is disabled. Validate the 'First Dose Date' field contains tomorrow's date. Validate the 'First Dose Time' field contains "08:00 AM". Validate the 'Start Date' field contains tomorrow's date. Validate the 'Start Time' field contains "08:00 AM". Click 'Give Initial Dose Now' [Yes]. Validate the 'First Dose Date' field contains the current date. Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour. Change the 'First Dose Time' to any time greater than 60 minutes past the current time. Validate that 'Give Initial Dose Now' [Yes] is not selected. Click 'Give Initial Dose Now' [Yes]. Populate any remaining required fields and click [Add to Scratchpad] and [Sign]. Validate the order displays in the 'Order grid'. Scenario 2: OE NX - Unscheduled One Time Only frequency Code - '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 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. (Frequency Code A) 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 that 'Give Initial Dose Now' [Yes] 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 that 'Give Initial Dose Now' [Yes] is no longer selected. Re-select 'Give Initial Dose Now' [Yes] 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 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 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' fields change to 'First Dose Date/Time'. Set the 'Freq' field back to "TWICE A DAY" and validate that the 'First Dose Date/Time' fields change 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 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 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 displayed 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 'Frequency' is defaulted from 'Order Group Setup'. Populate the 'Dose' and 'Dose Unit' fields. Click [T] and [Now] in the 'First Dose Date/Time' fields and click [Add to Scratchpad] and [Sign] Validate the orders display in the 'Order grid'.	Topics • Avatar eMAR • eMAR • NX • Order Entry Console
AV-89230 Summary \| Details Order Entry Console - Orders This Episode - One Time Only Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Frequency Code Setup Orders This Episode Scenario 1: OE NX - Pharmacy - Unscheduled One Time Only Frequency Code - Default to Give Initial Dose Now Specific Setup: A frequency code 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. (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 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 an order is displayed in the 'Order grid'. Access 'eMAR' . Validate "Order Code A" displays with the "Give Initial Dose Now" tag.	Topics • eMAR • NX • Order Entry Console
AV-89251 Summary \| Details Order Entry Console - Orders This Episode - One Time Only Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Frequency Code Setup Orders This Episode Avatar eMAR Scenario 1: OE NX - Pharmacy - Unscheduled One Time Only Frequency Code - Default to Give Initial Dose Now Specific Setup: A frequency code 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. (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 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 an order is displayed in the 'Order grid'. Access 'eMAR' . Validate "Order Code A" displays with the "Give Initial Dose Now" tag. Scenario 2: OE NX - Manual Give Initial Dose Now - '(524) Require Hours of Administration for Routine Orders' is required Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60". The '(524) Require Hours of Administration for Routine Orders' extended attribute must be set to "Hours of Administration are required for Routine orders" in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A frequency code 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. (Frequency Code A) Please log out of and back into the application after completing the above configuration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Populate the required fields selecting "Frequency Code A" from the 'Freq' field. Validate the 'First Dose Date' field is required and contains tomorrow's date. Validate the 'First Dose Time' field is required and contains "08:00 AM". Validate the 'Start Date' and 'Start Time' fields are disabled and contain the same values as the 'First Dose Date' and 'First Dose Time' fields. Click 'Give Initial Dose Now' [Yes]. Validate the 'First Dose Date' field contains the current date. Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour. Validate the 'Start Date' and 'Start Time' fields contain the same values as the 'First Dose Date' and 'First Dose Time' fields. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override the interaction and click [Save Override and Exit]. Validate the order displays in the 'Order grid'. Scenario 3: OE NX - 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 'Give Initial Dose Now' [Yes]. Validate the 'First Dose Date', 'First Dose Time', 'Start Date', and 'Start Time' fields are all updated to the current date and current time rounded up to the nearest half hour. Click [Add to Scratchpad] and [Sign]. Validate the order displays in the 'Order grid'. Scenario 4: OE NX - "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 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 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".	Topics • Avatar eMAR • eMAR • NX • Order Entry Console
AV-89446 Summary \| Details Avatar NX - Required fields Scenario 1: Avatar NX - Views configured with associated views and workflow items Specific Setup: A client must be admitted to an existing episode and have a 'Review To Do Item' routed to the logged in user. (Client A). User's 'myDay' view must have an associated view that contains CC Inbox POV (View A). User's 'myDay' view must have an associated view that contains Medical Note POV and the 'My To-Do's' widget (View B). User's 'myDay' view must have several associated views that do not contain POV's (View C). "View C" must have a workflow item that contains a POV (Item A) and a workflow item that does not contain a POV (Item B). User's 'myDay' view must have an associated view that contains the 'Client Acuity', 'Client's Care Team', and 'Rule Based Routing' widgets (View D). Document routing must be enabled for the 'Progress Notes (Group & Individual)' form. At least one client based SQL widget must be added to the 'Progress Notes (Group and Individual)' form using 'Form Designer' (Widget A). A client must be admitted to an existing episode and have data filed corresponding to 'Widget A' (Client A). Please note: this scenario is for Avatar NX systems. Steps Select "Client A" and select "View A". Validate the view opens and displays as expected. Select "View B". Validate the view opens and displays as expected. Open the 'My To-Do's' widget. Click [Review To Do Item]. Validate the form displays as expected. Click [Discard]. Validate user is taken back to the 'My To-Do's'. Switch between "View A" and "View B" a dozen times and then select the 'View Menu'. Validate the 'View Menu' opens and displays as expected. Close the 'View Menu'. Select "View C". Validate the view opens and displays as expected. Select "Item A" and validate the workflow item opens and displays as expected. Select "Item B" and validate the workflow item opens and displays as expected. Continue selecting the desired views and workflow items and validate they open and display as expected. Access the 'Progress Notes' (Group and Individual)' form. Validate "Widget A" displays as expected. Select "View A". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Scroll down and validate the form tab is anchored to the top of the page. Select the form tab. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected. Select "View C". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Scroll down and validate the form tab is anchored to the top of the page. Select the form tab. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected. Select "View D". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Scroll down and validate the form tab is anchored to the top of the page. Access the 'Diagnosis' form. Click [Add]. Validate the 'Diagnosis' form opens and displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Select the 'Progress Notes (Group and Individual)' form tab. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected. Select "myDay". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Scroll down and validate the form tab is anchored to the top of the page. Select the 'Progress Notes (Group and Individual)' form tab. Validate the 'Progress Notes (Group and Individual)' form and "Widget A" display as expected. Populate the desired and required fields. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate a 'Confirm Document' dialog containing the note and click [Sign]. Enter the password of the logged in user and click [Verify]. Validate a 'Progress Notes' dialog stating "Note filed." and click [OK]. Close the form. Select the 'Diagnosis' form tab. Validate the 'Diagnosis' form displays as expected. Close the form. Validate the user is taken back to the "myDay" view. Access the desired form. Validate the form displays as expected. Continue opening and closing the desired forms. Validate they display and close as expected. Scenario 2: 'Mental Health Progress Note' - Add/Edit note Specific Setup: A client must be enrolled in an existing episode and have a treatment plan on file (Client A). A copy of the 'Progress Notes (Group and Individual)' form is defined and named as 'Mental Health Progress Note'. Document routing must be enabled for the 'Mental Health Progress Note' form. The logged in user must have a 'Default Supervisor' in the 'Document Routing' section of the 'User Definition' form (Supervisor A). Steps Select "Client A" and access the 'Mental Health Progress Note' form. Select any value in the 'Progress Note For' field. Select any value in the 'Note Type' field. Select any value in the 'Evidence-Based Practices' field. Populate all required and desired fields. Select "Draft" in the 'Draft/Final' field. Click [File Note]. Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK]. Close the form. Select "Client A" and access the 'Mental Health Progress Note' form. Select the entry from the previous steps in the 'Select Draft Note To Edit' field. Select "Treatment Plan" in the 'Select Treatment Plan Version' field. Click [Select Goal this Note Addresses]. Select the desired goal and click [Return]. Edit any desired fields. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a 'Confirm Document' dialog is displayed. Click [Sign and Route]. Enter the password for the logged in user in the 'Password' field. Validate the 'Route Document To' dialog is displayed. Validate "Supervisor A" has defaulted as the approver and is selected. Validate the [Submit] button is enabled. Uncheck "Supervisor A" as the approver. Validate the [Submit] button is disabled. Select "Supervisor A" as the approver. Click [Submit]. Validate a 'Progress Notes' dialog stating "Note Filed." and click [OK]. Close the form.	Topics • Document Routing • NX • Progress Notes
AV-89478 Summary \| Details Avatar AM NX future functionality Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Fast Dose Dispensing Scenario 1: Avatar AM NX - Validate Printer Configuration in 'Fast Dose Dispensing' Steps Internal testing only.	Topics • NX
AV-89494 Summary \| Details Avatar NX - ScriptLink Scenario 1: Validate a "ScriptLink" script on a Form is triggered Specific Setup: A client must be enrolled in an existing episode (Client A). Must have the following Scriptlink scripts set in a form (Form A). A script set display a warning message upon form load. A script set to launch a form (Form B) upon submission. Steps Select "Client A" and access "Form A". Validate a warning message and click [OK]. Populate the required fields and click [Submit]. Validate a 'Form Launch Event' dialog stating: "ScriptLink is attempting to launch the Avatar form 'Form B'. Press 'OK' to do this now." and click [OK]. Validate "Form B" launches and displays as expected. Close the form. Select "Client A" and access "Form A". Validate a warning message and click [OK]. Validate the data filed in the previous step displays Click [Submit]. Validate a 'Form Launch Event' dialog stating: "ScriptLink is attempting to launch the Avatar form 'Form B'. Press 'OK' to do this now." and click [Cancel]. Validate "Form B" does not launch.	Topics • Modeling • NX
AV-89593 Summary \| Details Order Entry Console - Orders This Episode - Order Group - One Time Only - Give Initial Dose Now 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 Avatar eMAR App Dashboard eMAR 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, 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 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' fields change to 'First Dose Date/Time'. Set the 'Freq' field back to "TWICE A DAY" and validate that the 'First Dose Date/Time' fields change 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 3: 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 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 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 displayed and that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date. Scenario 4: 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 5: 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 'Frequency' is defaulted from 'Order Group Setup'. Populate the 'Dose' and 'Dose Unit' fields. Click [T] and [Now] in the 'First Dose Date/Time' fields and click [Add to Scratchpad] and [Sign] Validate the orders display in the 'Order grid'.	Topics • Avatar eMAR • eMAR • NX • Order Entry Console
AV-89766 Summary \| Details OE NX - Order Entry Console - Order Groups - Start Date Offset 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 - 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 'Frequency' is defaulted from 'Order Group Setup'. Populate the 'Dose' and 'Dose Unit' fields. Click [T] and [Now] in the 'First Dose Date/Time' fields and click [Add to Scratchpad] and [Sign] Validate the orders display in the 'Order grid'.	Topics • NX • Order Entry Console