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Avatar NX Update 2024.01.03 Acceptance Tests

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AV-61351 Summary | Details
OE NX - Free Text orders - External Pharmacy Mode
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Order this Episode
Scenario 1: OE NX - Creating a new order in the Order Entry Console (Admission Med Reconciliation tab) - external pharmacy mode
Specific Setup:
  • Must have two 'Reason Codes' defined in the 'Dictionary Update' form for Order Entry Tabled Files '(504)Reason Code Setup' with the 'Require Reason Text With This Reason Code' extended attribute off of 'Reason Code Setup' is set to "Yes" for "Reason Code A" and is set to "No" for "Reason Code B".
  • An order must be configured with multiple 'Standard/Preferred Reason Codes' that are more than 20 characters via the 'Order Code Setup' form. (Acetaminophen)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Admission Medication Reconciliation' tab.
  3. Search for and select any medication in the 'New Order' field.
  4. Verify the 'Free Text' button does not exist
  5. Select "Reason Code A" in the 'Reason' field.
  6. Validate that the 'Reason Text' field is enabled and required.
  7. Select "Reason Code B" in the 'Reason' field.
  8. Validate that the 'Reason Text' field is enabled and not required.
  9. Set the 'Reason Text' field to "Test".
  10. Populate all required field and click [Add to Scratchpad]
  11. Validate the 'Inpatient Medications Scratchpad' contains the new order with "Reason: Reason Code A -- Test".
  12. Click [Reconcile & Sign]
Scenario 2: OE NX - Order Entry Console (Orders This Episode) - Copy and Modify - external pharmacy mode
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select a pharmacy-type order code that is a non-controlled substance.
  3. Verify the 'Free Text' button does not exist
  4. Populate all required fields and click [Add to Scratchpad] and [Final Review].
  5. An 'Interactions' dialog may be displayed.
  6. Override all interactions and click [Save Override and Exit] and click [Sign].
  7. Validate the 'Order grid' contains the new order.
  8. Select the order and click [Modify].
  9. Verify the 'Free Text' button does not exist
  10. Set the 'Dose' field to a different value and click [Add to Scratchpad] and [Final Review].
  11. An 'Interactions' dialog may be displayed.
  12. Override all interactions and click [Save Override and Exit] and click [Sign].
  13. Validate the 'Order grid' contains the new order with the updated 'Dose'.
  14. Select the order and click [Copy].
  15. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)".
  16. Click [Yes]
  17. Verify the 'Free Text' button does not exist
  18. Validate the 'Start Date' field contains the 'Stop Date' of the original order.
  19. Click [Add to Scratchpad] and [Final Review].
  20. An 'Interactions' dialog may be displayed.
  21. Override all interactions and click [Save Override and Exit] and click [Sign].
  22. Validate the 'Order grid' contains two orders.
Topics
• NX • Order Entry Console
AV-70577 Summary | Details
OE NX - Orders This Episode - Free Text
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - Ensure 'Free Text' button works properly when pressed.
Specific Setup:
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code in the 'New Order' field.
  3. Validate [Free Text] is not pressed and 'Dose' and 'Dose Unit' are required fields.
  4. Click [Free Text].
  5. Validate 'Dose' and 'Dose Unit' fields are disabled.
  6. Populate the values for required fields.
  7. Click [Add to Scratchpad] and [Sign].
  8. Select the created order and click [Modify].
  9. Validate [Free Text] is pressed and 'Dose' and 'Dose Unit' fields are disabled.
  10. Un-press [Free Text].
  11. Set any value for the 'Dose' field and click [Free Text].
  12. Validate 'Dose' and 'Dose Unit' fields are disabled.
  13. Un-press [Free Text] and validate 'Dose' field contains the previous given value.
  14. Select and set any value from dropdown for the 'Dose Unit' field.
  15. Click [Free Text] and validate 'Dose' and 'Dose Unit' fields are disabled.
  16. Un-press [Free Text] and validate 'Dose' and 'Dose Unit' fields contains the previous given values.
  17. Click [Add to Scratchpad] and [Sign].
  18. Validate the order created displays in the 'Order grid'
Topics
• NX • Order Entry Console
AV-75258 Summary | Details
OE NX - Allergies and Hypersensitivities - dialog buttons - Reactions, Treatment, and Comments
Scenario 1: Allergies and Hypersensitivities - Add/Edit Allergies
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Select "No" in the 'Known Medication Allergies' field.
  3. Select "No" in the 'Known Food Allergies' field.
  4. Click [Update].
  5. Validate the 'Allergies and Hypersensitivities' grid is displayed.
  6. Click [New Row].
  7. Validate the current date displays as expected in the 'Date Recorded' field.
  8. Double click and enter the desired value in the 'Allergen/Reactant' field.
  9. Click on the 'Date Recognized' field.
  10. Validate that the 'Date Recognized' field is in focus, and a 'Search Results' dialog displays based on the value provided.
  11. Select any value from the 'Search Results' dialog.
  12. Validate the selected value displays in the 'Allergen/Reactant' field and the focus remains unchanged.
  13. Enter the desired date in the 'Date Recognized' field.
  14. Double-click on the 'Status' field and validate that the 'Status' dialog opens within the view.
  15. Select "Active" in the 'Status' field.
  16. Select any value in the 'Reaction Severity' field.
  17. Enter the value in the Treatment column.
  18. Validate Tooltip works value in the Treatment column.
  19. Click the [Save].
  20. Click [Update].
  21. Select the record and click [Copy/Paste Row].
  22. Validate Tooltip works value in the copied Treatment column.
  23. Click the [Save] repetitively until the 'Allergies and Hypersensitivities' grid closes as expected.
  24. Click [Update] and validate only 2 records exist on the 'Allergies and Hypersensitivities' grid.
  25. Click [Close/Cancel] and [Submit].
  26. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  27. Click [Update].
  28. Validate the 'Allergies and Hypersensitivities' grid contains the 2 records of allergy filed in the previous steps.
  29. Select any desired record and click [Delete Row].
  30. Validate dialog stating "Allergies that have been saved previously cannot be deleted. Please update the 'Status' as appropriate."
  31. Click [OK].
  32. Select "Inactive" in the 'Status' field.
  33. Click [Save] and [Submit].
  34. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  35. Click [Update].
  36. Validate the 'Allergies and Hypersensitivities' grid contains the 2 records of allergy as expected.
  37. Click [New Row].
  38. Validate the current date displays as expected in the 'Date Recorded' field.
  39. Double click and enter desired value in the 'Allergen/Reactant' field.
  40. Click on the 'Date Recognized' field.
  41. Validate the 'Date Recognized' field is in focus, and a 'Search Results' dialog displays based on the value provided.
  42. Select any value from the 'Search Results' dialog.
  43. Validate the selected value displays in the 'Allergen/Reactant' field and the focus remains unchanged.
  44. Enter the desired date in the 'Date Recognized' field.
  45. Select "Active" in the 'Status' field.
  46. Select any value in the 'Reaction Severity' field.
  47. Click [Delete Row].
  48. Click [Yes] and validate that the newly added row is deleted.
  49. Click [Close/Cancel].
  50. Click [Update].
  51. Validate the 'Allergies and Hypersensitivities' grid contains only the 2 records of allergy as expected.
  52. Click [Close/Cancel] and close the form.
Topics
• Allergies and Hypersensitivities • NX
AV-76518 Summary | Details
OE NX - Order This Episode and Admission Reconciliation - Sliding Scale Insulin order Modify & Undo
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Order Entry Console
Scenario 1: OE NX - Orders This Episode and Admission Reconciliation - Sliding Scale Insulin Orders
Specific Setup:
  • A Sliding Scale Insulin template must exist. (High Blood Sugar)
  • A pharmacy-type order code must have the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (Order Code A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Click [Sliding Scale Instructions].
  4. Click [New Row], populate the grid and click [Save].
  5. Populate the required fields.
  6. Click [Add to Scratchpad] and [Final Review].
  7. Select the 'Home Medications' tab.
  8. Check the 'No Known Medications' checkbox and the 'Medication history reviewed and completed for Episode #1' checkbox.
  9. Click the 'Admission Reconciliation' tab.
  10. Select the order from 'Inpatient Medication Scratchpad'.
  11. Click [Modify] and [Update Order].
  12. Click the order from 'Inpatient Medication Scratchpad'.
  13. Click [Undo] and [Reconcile & Sign].
  14. Search for and select "Order Code A" in the 'New Order' field.
  15. Click [Sliding Scale Instructions].
  16. Select "High Blood Sugar" in the 'Template' field.
  17. Validate the grid is populated with the information pertaining to the template selected and click [Save].
  18. Populate all remaining required fields.
  19. Validate the 'Instructions' field is disabled.
  20. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  21. Click [Add to Scratchpad].
  22. Select the order in the 'Inpatient Medications Scratchpad'.
  23. Validate the 'Instructions' field is disabled.
  24. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  25. Click [Restart Reconciliation].
Topics
• NX • Order Entry Console
AV-78309 Summary | Details
OE NX - Home Medications/Discharge Reconciliation - wrong start date on a back dated order when Reordering or Modifying
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Home Medications
Scenario 1: OE NX - Home Medications - Create a backdated order and then modify it
Specific Setup:
  • A client must have an active episode (Client A).
  • "Client A" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' checkbox.
  4. Search for and select any medication in the 'New Order' field.
  5. Populate all required fields and set the 'Days Supply' field to "15".
  6. Set the 'Start Date' field to a value that is 10 days in the past and click [Add to Scratchpad].
  7. Validate the 'Start Date' field under the 'Scratchpad' displays a value that is 10 days in the past.
  8. Click the [Final Review].
  9. Select "None" in the 'Output' field and click [Sign].
  10. Validate the 'Order grid' contains the new order with a 'Start Date' that is 10 days in the past.
  11. Select the order and click [Modify].
  12. Validate the 'Start Date' field contains the current date.
  13. Click [Refresh].
  14. Select the order and click [Reorder].
  15. Validate the 'Start Date' field contains the current date.
  16. Click [Add to Scratchpad] and [Final Review].
  17. Select "None" in the 'Output' field and click [Sign].
  18. Validate the 'Order grid' contains a new order with a 'Start Date' that is equal to the current date.
Scenario 2: OE NX - Discharge Reconciliation - Create a backdated order and then reorder/modify it
Specific Setup:
  • A client must have an active episode (Client A).
  • "Client A" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' checkbox.
  4. Search for and select any medication in the 'New Order' field.
  5. Populate all required fields and set the 'Days Supply' field to "15".
  6. Set the 'Start Date' field to "T-10" and click [Add to Scratchpad].
  7. Validate the 'Start Date' field under the 'Scratchpad' displays "T-10".
  8. Click the [Final Review].
  9. Validate the 'Final Review' dialog is displayed.
  10. Select "None" in the 'Output' field and click [Sign].
  11. Select the 'Discharge Reconciliation' tab.
  12. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order with a 'Start Date' that is 10 days in the past.
  13. Select the order and click [Reorder/Modify].
  14. Validate the 'Start Date' field contains the current date.
  15. Click [Update Order].
  16. Validate that updated order under the 'Home Medications Scratchpad (Post-Discharge)' now contains a 'Start Date' that contains the current date.
Topics
• Home Medications • NX • Order Entry Console
AV-79942 Summary | Details
OE NX - Orders This Episode - 'New Order' is editable even when 'Ask on Order Entry' dialog is "Closed"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ask on Order Entry Definition
  • Home Medications
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode and Admission Reconciliation - single select AOE question
Specific Setup:
  • A pharmacy-type order code must exist that contains an 'Ask on Order Entry' questions that is set up as a single select dictionary. (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
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Validate the 'New Order' field is enabled and contains "Order Code A".
  4. Click [Ask On Order Entry] and [Close].
  5. Validate the 'New Order' field remains enabled and contains "Order Code A".
  6. Populate all required fields.
  7. Click [Ask On Order Entry].
  8. Validate the width of the single select field is standard size.
  9. Select any value and click [Save].
  10. Click [Add to Scratchpad], [Sign] and [Save Override and Exit]
  11. Click 'Home Medications' tab.
  12. Check the 'No Known Medications' and 'Medication history reviewed and completed for Episode #1' checkbox.
  13. Click 'Admission Reconciliation' tab.
  14. Search for and select "Order Code A" in the 'New Order' field.
  15. Validate the 'New Order' field is enabled and contains "Order Code A".
  16. Click [Ask On Order Entry] and [Close].
  17. Validate the 'New Order' field remains enabled and contains "Order Code A".
  18. Populate all required fields.
  19. Click [Ask On Order Entry].
  20. Validate the width of the single select field is standard size.
  21. Select any value and click [Save].
  22. Click [Add to Scratchpad], [Reconcile & Sign] and [Save Override and Exit].
Topics
• NX • Order Entry Console
AV-80144 Summary | Details
OE NX - Home Medications - Last Compliance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
Scenario 1: OENX Home Meds - Edit the order after clicking the "View - Last Compliance" button
Specific Setup:
  1. A client must exist and have active episodes. (Client A).
  2. “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Check the ‘Reported’ field.
  4. Search for and select any value in the 'New Order' field.
  5. Populate desired fields like 'Dose', 'Dose Unit', 'Frequency', 'Start Date', and 'Stop Date'.
  6. Click [Save].
  7. Select the order created from the 'Order grid' and click [Compliance].
  8. Select any value for the 'Compliance' field and click [Save].
  9. Click [View - Last Compliance] for the order created in 'Order grid'.
  10. Validate the values displayed are correct and click [Close].
  11. Select the order created from the 'Order grid' and click [Edit].
  12. Set 'Dose' as 2 and click [Save]
  13. Validate the 'Order grid' displays the edited value.
Scenario 2: OENX Home Meds - Searching in "New Order" after clicking the "View - Last Compliance" button
Specific Setup:
  1. A client must exist and have active episodes. (Client A).
  2. “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Check the ‘Reported’ field.
  4. Search for and select any value in the 'New Order' field.
  5. Populate the desired fields like 'Dose', 'Dose Unit', 'Frequency', 'Start Date', and 'Stop Date'.
  6. Click [Save].
  7. Select the order created from the 'Order grid' and click [Compliance].
  8. Select any value for the 'Compliance' field and click [Save].
  9. Click [View - Last Compliance] for the order created in 'Order grid'.
  10. Validate the values displayed are correct and click [Close].
  11. Uncheck the ‘Reported’ field.
  12. Search for and select any value in the 'New Order' field.
  13. Populate all required fields like 'Dose', 'Dose Unit', 'Frequency', 'Start Date', and 'Stop Date'.
  14. Click [Add to Scratchpad], [Final Review- Scratchpad], and [Sign].
Topics
• Home Medications • NX
AV-80819 Summary | Details
OE NX - Order Entry Console - Required field flag for missing required 'Reason Text' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Dictionary Update (CWS)
  • Order Entry Console - Interactions
  • Order Entry Console - Multiple Reasons Checklist
  • Orders This Episode
  • Order Code Setup
Scenario 1: OE NX - Admission Med Reconciliation - Modifying an Inpatient medication
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form.
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • The ‘Require Reason Text With This Reason Code’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for any reason code (Reason Code A).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field is equal to "Capsule".
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "28" and click [Days].
  7. Validate the 'Days Supply' field is equal to "28".
  8. Validate the 'Dispense Qty' field is equal to "56".
  9. Select "Capsule" from the 'Dispense Qty Unit' field.
  10. Select Reason Code A for 'Reason'.
  11. Validate 'Reason Text' field is required and empty.
  12. Click [Add to Scratchpad].
  13. Validate the order in the scratchpad contains a missing required field flag.
  14. Select the order from the scratchpad and populate the 'Reason Text' field.
  15. Click [Update Order] and [Final Review].
  16. Validate the 'Final Review' dialog is displayed and click [Sign].
  17. Select the 'Admission Med Reconciliation' tab.
  18. Select the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the 'Inpatient Medications Scratchpad' and click [Modify].
  19. Select "Capsule" in the 'Dispense Qty Unit' field.
  20. Press the Tab key on the 'Dose' field.
  21. Validate the 'Directions' field contains "Take one (1) each by mouth as needed"
  22. Clear the 'Reason Text' field and click [Update Order].
  23. Validate the order in the scratchpad contains a missing required field flag.
  24. Select the order from the scratchpad and populate the 'Reason Text' field.
  25. Click [Update Order].
  26. Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" with "MODIFY" in the 'Action column'.
  27. Click [Restart Reconciliation].
  28. Validate that a message is displayed stating "Clicking restart will discard all current changes. Are you sure you wish to restart?" and click [No].
  29. Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" with "MODIFY" in the 'Action column'.
  30. Click [Restart Reconciliation].
  31. Validate that a message is displayed stating "Clicking restart will discard all current changes. Are you sure you wish to restart?" and click [Yes].
  32. Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" with "CONT" in the 'Action column'.
Scenario 2: OE NX - Discharge Med Reconciliation - Reorder/Modify, Make Rx and Discontinue
Specific Setup:
  • A client must have an active inpatient episode. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • The ‘Require Reason Text With This Reason Code’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for a reason code. (Reason Code A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Click [Change] and validate the 'Pharmacy Search' dialog appears.
  4. Set the 'Search Within' field to "All" and click [Search], choose a pharmacy and then click [Select & Make Preferred].
  5. Validate the chosen pharmacy is listed above the 'Order grid'.
  6. Validate the ‘Reported’ checkbox is checked.
  7. Search for and select "predniSONE 5 MG Tablet Oral" in the 'New Order' field.
  8. Set the ‘Dose’ field to "5".
  9. Validate the 'Dose Unit' field defaults to "Tablet".
  10. Select "Milligram" from the 'Dose Unit' field.
  11. Select "TWICE A DAY" from the ‘Frequency’ field.
  12. Select Reason Code A for 'Reason'.
  13. Validate 'Reason Text' field is required and empty.
  14. Click [Save].
  15. Validate an error message stating "Reason Text field is required" pops.
  16. Click [Ok] and fill any value in 'Reason Text' field.
  17. Click [Save].
  18. Validate the 'New Order' field does not contain a value.
  19. Uncheck the ‘Reported’ checkbox.
  20. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field. // Can search for "Pen-VK 500 MG Oral Tablet".
  21. Set the ‘Dose’ field to "2".
  22. Validate the 'Dose Unit' field contains "Tablet".
  23. Select "TWICE A DAY" from the ‘Frequency’ field.
  24. Set the ‘Days Supply’ field to "12" and press Tab.
  25. Select Reason Code A for 'Reason'.
  26. Validate 'Reason Text' field is required and empty.
  27. Click [Add to Scratchpad].
  28. Validate a row in scratchpad is created for this order with a missing required field flag.
  29. Select this order from the scratchpad and populate the 'Reason Text' field.
  30. Click [Update Order], [Final Review], [Save Override and Exit] and [Sign].
  31. Validate the 'New Order' field does not contain a value.
  32. Search for and select "cefTRIAXone 1 GM Powder for Solution Injection" in the 'New Order' field.
  33. Set the ‘Dose’ field to "1".
  34. Select "Gram" from the ‘Dose Unit’ field.
  35. Select "EVERY DAY" from the ‘Frequency’ field.
  36. Set the ‘Days Supply’ field to "12".
  37. Set the ‘Dispense Qty’ field to "1".
  38. Select "Gram" from the ‘Dispense Qty Unit' field.
  39. Select "Reason Code A" for 'Reason'.
  40. Validate the 'Reason Text' field is required and empty.
  41. Click [Add to Scratchpad].
  42. Validate a row in scratchpad is created for this order with red flag for missing 'Reason Text' field.
  43. Select this order from scratchpad and fill any value in 'Reason Text' field.
  44. Click [Update Order] and [Final Review].
  45. Validate the 'Interactions' dialog is displayed.
  46. Override all interactions and click [Save Override and Exit].
  47. Validate the ‘Final Review’ dialog is displayed click [Sign].
  48. Validate the 'Order grid' contains an order for "predniSONE - 5 MG, TAB, PO", "ADVIL 200 MG TABLET ORAL", and "cefTRIAXone 1 GM Powder for Solution Injection".
  49. Select the "ADVIL" order and click [Modify].
  50. Validate the 'New Order' field contains "ADVIL 200 MG ORAL Tablet".
  51. Set the 'Dose' field to "1".
  52. Clear the 'Reason Text' field and click [Add to Scratchpad].
  53. Validate a row in the scratchpad is created for this order with a missing required field flag.
  54. Select this order from scratchpad and populate the 'Reason Text' field.
  55. Click [Update Order] and [Final Review].
  56. Click [Save Override and Exit] and [Sign].
  57. Select the "ceftTRIAXone 1 GM Powder for Solution Injection" order and click [Reorder].
  58. Validate the 'New Order' field contains "ceftTRIAXone 1 GM Powder for Solution Injection".
  59. Clear the 'Reason Text' field.
  60. Click [Add to Scratchpad].
  61. Validate a row in the scratchpad is created for this order with a missing required field flag.
  62. Select this order from the scratchpad and populate the 'Reason Text' field.
  63. Click [Update Order], [Final Review] and [Sign].
  64. Select the ‘Discharge Reconciliation’ tab.
  65. Validate the chosen pharmacy is listed above the 'Home Medications Scratchpad (Post-Discharge)'.
  66. Validate that the three orders appear in the 'Home Medications Scratchpad (Post Discharge)'.
  67. Click on the order for "predniSONE - 5MG, TAB, PO" and click [Make Rx].
  68. Validate the 'Dose Unit' field contains "Milligram".
  69. Select any value from the ‘Diagnosis’ field.
  70. Set the ‘Days Supply’ field to "12".
  71. Set the 'Dispense Qty' field to "12".
  72. Select "Gram" in the 'Dispense Qty Unit' field.
  73. Select Reason Code A for 'Reason' and validate 'Reason text' is required.
  74. Click [Update Order].
  75. Validate MakeRX order row is created with red flag for missing 'Reason Text' field.
  76. Select the order and set any value to 'Reason Text' field.
  77. Click [Update Order].
  78. Validate that ‘Action’ for the “predniSONE - 5MG, TAB, PO” order contains "MAKE RX".
  79. Click on the order for "Advil 200 MG ORAL Tablet" and click [DC].
  80. Validate that ‘Action’ for the “Advil 200 MG ORAL Tablet” order contains "DC".
  81. Select “cefTRIAXone 1 GM INJECTION Powder for Solution” from 'Home Medications Scratchpad (Post-Discharge)'.
  82. Click [Reorder/Modify].
  83. Validate the 'New Order' field contains "cefTRIAXone 1 GM INJECTION Powder for Solution”.
  84. Set no value to 'Reason Text' and click [Update Order].
  85. Validate [Reorder/Modify] order row is created with red flag for missing 'Reason Text' field.
  86. Select the order and set any value to 'Reason Text' field.
  87. Click [Update Order].
  88. Validate that ‘Action’ for the “cefTRIAXone 1 GM INJECTION Powder for Solution” order contains "REORDER/MODIFY".
  89. Select and set "Elavil 25 MG Tablet Oral" in 'New Order'.
  90. Populate all required fields.
  91. Set Reason Code A to 'Reason' and validate 'Reason Text' field is required and empty.
  92. Click [Add to Scratchpad]
  93. Validate [ADD] order row is created with a missing required field flag.
  94. Select the order and populate the 'Reason Text' field.
  95. Click [Update Order].
  96. Set 'Dispense Days Supply' to "2".
  97. Click [Review and Sign].
  98. Validate the 'Interactions' dialog is displayed.
  99. Override all interactions and click [Save Override and Exit].
  100. Validate the ‘Final Review’ dialog is displayed and click [Sign].
  101. Validate the chosen pharmacy is still listed above the 'Home Medications Scratchpad (Post-Discharge)'.
Scenario 3: OE NX - Home Medications - Multiple Orders - Create and Modify
Specific Setup:
  • A client must have an active inpatient episode. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • The ‘Require Reason Text With This Reason Code’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for any reason code (Reason Code A).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medication' tab and uncheck the 'Reported' checkbox.
  3. Search for and select "Order Code A" in the 'New Order' field.
  4. Populate the required fields.
  5. Select "Reason Code A" in the 'Reason' field and validate 'Reason Text' field is required and blank.
  6. Click [Add to Scratchpad] and validate there is a missing required field flag.
  7. Click the order from the scratchpad and populate the 'Reason Text' field.
  8. Click [Update Order].
  9. Create 4 orders for any order codes.
  10. Select all orders from 'Order grid' and click [Modify]
  11. Select the row in the scratchpad for Order Code A.
  12. Clear the 'Reason Text' field and click [Update Order].
  13. Validate there is a missing required field flag.
  14. Click the order from the scratchpad and populate the 'Reason Text' field.
  15. Click [Update Order], [Final Review] and [Save Override and Exit].
Scenario 4: OE NX - Orders This Episode - My Favorites for Reason and Reason Text fields
Specific Setup:
  • The ‘Require Reason Text With This Reason Code’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for a reason code. (Reason 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.
  • The ‘Enable Multiple Reasons at Order Entry' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Type’ dictionary for "Imaging".
  • The ‘Enable Multiple Reasons at Order Entry' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Type’ dictionary for "Lab".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy type order (Order Code A) in the 'New Order' field.
  3. Populate all the required fields.
  4. Select "Reason Code A" for 'Reason' and validate 'Reason Text' field is required and empty.
  5. Click [Add Favorites] and [My Favorites].
  6. Validate the 'Reason Text' field is empty for "Order Code A".
  7. Select "Order Code A" and click [Add to Scratchpad].
  8. Validate there is a missing required field flag.
  9. Click [Order Code A], populate the 'Reason Text' field, and click [Update Order].
  10. Search for and select any lab type order (Order Code B) in the 'New Order' field.
  11. Populate all the required fields.
  12. Select "Reason Code A" for 'Reason' and validate 'Reason Text' field is required and empty.
  13. Click [Add Favorites] and [My Favorites]
  14. Validate the 'Reason Text' field is empty for "Order Code B".
  15. Select "Order Code B" and click [Add to Scratchpad].
  16. Validate there is a missing required field flag.
  17. Click [Order Code B], populate the 'Reason Text' field and click [Update Order].
  18. Search for and select any imaging type order (Order Code C) in the 'New Order' field.
  19. Populate all the required fields.
  20. Select "Reason Code A" for 'Reason' and validate 'Reason Text' field is required and empty.
  21. Click [Add Favorites] and [My Favorites]
  22. Validate the 'Reason Text' field is empty for "Order Code C".
  23. Select "Order Code C" and click [Add to Scratchpad].
  24. Validate there is a missing required field flag.
  25. Click [Order Code C], populate the 'Reason Text' field, and click [Update Order].
  26. Click [Sign] and [Save Override and Exit].
  27. Validate the orders display correctly in the 'Order grid'.
Scenario 5: OE NX - Order Entry Console - Reason / Reason Text fields after 'Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)'
Specific Setup:
  • A client must have an active inpatient episode. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • The ‘Require Reason Text With This Reason Code’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for any reason code (Reason Code A).
  • The ‘Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Type’ dictionary for "Imaging".
  • The ‘Default Reason Code’ extended attribute must be set to Reason Code A in the Order Code Setup for any imaging type order (Order Code A).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Populate the required fields and validate 'Reason' field does not exist.
  4. Click [Add to Scratchpad], validate no missing required field flag exists and click [Sign].
  5. Select the order created from the 'Order grid' and click [Modify].
  6. Validate the 'Reason' field does not exist and click [Add to Scratchpad].
  7. Validate there is no missing required field flag and click [Sign].
  8. Select the order created from the 'Order grid' and click [Copy].
  9. Validate 'Reason' field does not exist and click [Add to Scratchpad].
  10. Validate there is no missing required field flag and click [Sign].
  11. Validate the order display correctly.
Scenario 6: OE NX - Order This Episode - Default Reason requires Reason Text field for pharmacy-type order code
Specific Setup:
  • A client must have an active inpatient episode. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • The ‘Require Reason Text With This Reason Code’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for any reason code (Reason Code A).
  • The ‘Default Reason Code’ extended attribute must be set to Reason Code A in the Order Code Setup for any pharmacy type order (Order Code A).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Populate the required fields.
  4. Validate Reason Code A is set for 'Reason' field and 'Reason Text' field is required and empty.
  5. Click [Add to Scratchpad] and validate there is a missing required field flag.
  6. Select the order from the scratchpad and populate the 'Reason Text' field.
  7. Click [Update Order] [Sign] and click [Save Override and Exit].
  8. Select the order created from the 'Order grid' and click [Modify].
  9. Clear the 'Reason Text' field and click [Add to Scratchpad].
  10. Validate there is a missing required field flag.
  11. Select the order from the scratchpad and populate the 'Reason Text' field.
  12. Click [Update Order] [Sign] and click [Save Override and Exit].
  13. Select the order created from the 'Order grid' and click [Copy].
  14. Clear the 'Reason Text' field and click [Add to Scratchpad].
  15. Validate there is a missing required field flag.
  16. Select the order from the scratchpad and populate the 'Reason Text' field.
  17. Click [Update Order] [Sign] and click [Save Override and Exit].
  18. Validate the order displays correctly in the 'Order grid'.
Scenario 7: OE NX - Home Medication - Multi Select Reason with required Reason Text
Specific Setup:
  • A client must have an active inpatient episode. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • The ‘Require Reason Text With This Reason Code’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for any reason code (Reason Code A).
  • The ‘Require Reason Text With This Reason Code’ extended attribute must be set to “No” in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for any reason code (Reason Code B).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search and select "Order Code A" in the 'New Order' field.
  3. Validate the 'Reason' field is a multi select field and 'Reason Text' is not required.
  4. Click [View], select "Reason Code B" and then "Reason Code A" and click [Save].
  5. Validate the 'Reason Text' field is required.
  6. Populate the required fields except 'Reason Text'.
  7. Click [Add to Scratchpad] and validate there is a missing required field flag.
  8. Click the order from the scratchpad and populate the 'Reason Text' field.
  9. Click [Update Order].
  10. Search for and select "Order Code A" in the 'New Order' field.
  11. Validate the 'Reason' field is a multi select field and 'Reason Text' is not required.
  12. Click [View], select "Reason Code A" and then "Reason Code B" and click [Save].
  13. Validate the 'Reason Text' field is required.
  14. Populate the required fields except 'Reason Text'.
  15. Click [Add to Scratchpad] and validate red flag for missing 'Reason Text' field.
  16. Click the order from the scratchpad and populate the 'Reason Text' field.
  17. Click [Update Order].
  18. Validate the order displays correctly in the 'Order grid'.
Topics
• Home Medications • NX • Order Entry Console
AV-81268 Summary | Details
OE NX - Admission Med Reconciliation - Undo
Scenario 1: OE NX - Validate that a Hold icon is displayed for a held Home Medications order in the 'Home Medications Scratchpad (Post-Discharge)' in the 'Discharge Med Reconciliation'
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'Default existing Home Meds to "Continue" in OE Console (Disch. Reconciliation) registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must be in an active Inpatient episode (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "Client A" must have a Home Medications order that was placed on hold in the Order Entry Console (Admission Med Reconciliation section).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Search for and select any pharmacy-type order code in the 'New Order' field.
  4. Populate all required fields and change the order code description to 'Test'.
  5. Click [Add To Scratchpad] and check valid 'Order code' is displayed.
  6. Click [Sign].
  7. Click the 'Admission Med Reconciliation' tab.
  8. Validate the order that was placed in the 'Home Medications' tab is shown in the 'Home Medications (Pre-Admission)' order grid.
  9. Select the order in the 'Home Medications (Pre-Admission)' order grid.
  10. Click [Hold].
  11. Validate the order in the 'Home Medications (Pre-Admission)' order grid is "disabled".
  12. Validate 'Add to Scratchpad' and 'Hold' button is disabled.
  13. Click the [Undo] in the 'Home Medications (Pre-Admission)' order grid.
  14. Validate the order in the 'Home Medications (Pre-Admission)' order grid is selected.
  15. Validate 'Add to Scratchpad' and 'Hold' buttons are enabled.
  16. Click [Hold] and [Reconcile & Sign].
  17. Select the 'Discharge Reconciliation' tab.
  18. Search for and select any pharmacy-type order code in the 'New Order' field.
  19. Populate all required fields and change the order code description to 'Test'.
  20. Click [Add To Scratchpad] and check valid 'Order code' is displayed.
  21. Click [Sign].
  22. Check "CONT and Hand Icon" is available in the Home Medications Scratchpad (Post-Discharge) order grid under 'Action'.
  23. Hover the Hand Icon and check “Action at Admission: Held” text is displayed.
Topics
• NX • Order Entry Console
AV-81364 Summary | Details
Home Medications - Admission Reconciliation - Product Substitution
Scenario 1: OE NX - Admission Med Reconciliation - Product Substitution and AOE questions
Specific Setup:
  • Two order codes must exist. One order code must have at least one 'Ask On Order Entry' question associated with it (Order Code A) and one order code that has an "Order Code A" as it 'Product Substitution'. (Order Code B)
  • 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
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck 'Client Reported'.
  4. Search for and select the 'Order Code B'.
  5. Populate all required fields.
  6. Click [Add to Scratchpad], [Final Review] and [Sign].
  7. Check 'No Known Medications' and 'Medication history reviewed and completed for Episode #1' checkbox.
  8. Select the 'Admission Med Reconciliation' tab.
  9. Validate the order for "Order Code A" is displayed in the 'Home Medications (Pre-Admission)' order grid.
  10. Click [Add to Scratchpad]
  11. Validate the 'Product Substitution' dialog is displayed.
  12. Validate the 'Product Substitution' icon is displayed.
  13. Check the 'Accept' checkbox and click [Save].
  14. Click the order in 'Inpatient Medications Scratchpad'.
  15. Populate the required fields.
  16. Click [Ask on Order Entry].
  17. Answer the question and click [Save].
  18. Click [Update Order].
  19. Search for and select the 'Order Code A'.
  20. Populated the required fields.
  21. Click [Ask on Order Entry].
  22. Answer the question and click [Save].
  23. Click [Add to Scratchpad] and [Reconcile & Sign].
  24. Validate the 'Interactions' dialog is displayed.
  25. Override all interactions and click [Save Override and Exit].
  26. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Topics
• Order Entry Console
AV-82151 Summary | Details
OE NX - Orders This Episode - external pharmacy mode - Taper/Titrate Dose Unit
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Orders This Episode and Admission Reconciliation - Taper/Titrate dialog should use OrderConnect Dose Units dictionary in External Pharmacy Mode
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Search for and select any medication in the 'New Order' field.
  4. Click [Taper/Titrate].
  5. Validate the 'Taper/Titrate' dialog is displayed.
  6. Validate the 'Dose Unit' field contains: "Tablet", "Application", "Capsule", "Drop", "Each", "Film", "Gram", "Inhalation", "Microgram", "Milliequivalent", "Milligram", "Milliliter", "Patch", "Puff", "Spray", "Suppository", "Tablet", "Tampon", "Unit", "Wafer".
  7. Populate all required fields, click [Add to Scratchpad] and [Final Review].
  8. Validate the 'Final Review' dialog is displayed.
  9. Select “None” in the 'Output' field and click [Sign]
  10. Check 'Medication history reviewed and completed for Episode #'.
  11. Select the ‘Orders This Episode’ tab.
  12. Search for and select any pharmacy-type order code in the 'New Order' field.
  13. Click [Taper/Titrate].
  14. Validate the 'Taper/Titrate' dialog is displayed.
  15. Validate the 'Dose Unit' field contains: "Tablet", "Application", "Capsule", "Drop", "Each", "Film", "Gram", "Inhalation", "Microgram", "Milliequivalent", "Milligram", "Milliliter", "Patch", "Puff", "Spray", "Suppository", "Tablet", "Tampon", "Unit", "Wafer".
  16. Populate all required fields, click [Add to Scratchpad].
  17. Select the order in the 'Scratchpad'.
  18. Populate all required fields and click [Update Order] and [Final Review].
  19. Validate an 'Interactions' dialog is displayed.
  20. Override all interactions and click [Save Override and Exit].
  21. Validate the 'Final Review' dialog is displayed.
  22. Select “None” in the 'Output' field and click [Sign]
  23. Select the ‘Admission Reconciliation’ tab.
  24. Search for and select any pharmacy-type order code in the 'New Order' field.
  25. Click [Taper/Titrate].
  26. Validate the 'Taper/Titrate' dialog is displayed.
  27. Validate the 'Dose Unit' field contains: "Tablet", "Application", "Capsule", "Drop", "Each", "Film", "Gram", "Inhalation", "Microgram", "Milliequivalent", "Milligram", "Milliliter", "Patch", "Puff", "Spray", "Suppository", "Tablet", "Tampon", "Unit", "Wafer".
  28. Populate all required fields and click [Add to Scratchpad].
  29. Select the order that was just added.
  30. Populate all required fields and click [Update Order].
  31. Select the order in the 'Home Medications (Pre-Admission)' order grid and click [Hold].
  32. Click [Reconcile & Review].
  33. Validate an 'Interactions' dialog is displayed.
  34. Override all interactions and click [Save Override and Exit].
  35. Select “None” in the ‘Output’ field and click [Sign]
  36. Validate the 'Admission Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console
AV-82929 Summary | Details
OE NX - Home Medications - Create Additional Orders with Days Supply - Scratchpad - Validate Start Date and Stop Date
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
Scenario 1: OE NX - Home Medications - Create Additional Orders with Days Supply - Scratchpad - Validate Start Date and Stop Date
Specific Setup:
  • A client must have an active episode. (Client A)
  • Client A must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' checkbox.
  4. Search for and select any Schedule II medication in the 'New Order' field.
  5. Set the 'Days Supply' field to "30".
  6. Set the 'Start date' field to the current date.
  7. Set the ‘Create Additional Orders’ field to "2"
  8. Click [Add to Scratchpad]
  9. Validate the 'Scratchpad' contains three orders.
  10. Validate the 'Start Date' and 'Stop Date' of each order is a duration of 30 days.
  11. Click [Final Review].
  12. Validate the ‘Interactions’ dialog is displayed.
  13. Override all interactions and click [Save Override and Exit].
  14. Validate the 'Final Review' dialog is displayed.
  15. Select "None" in the 'Output' field for the order and click [Sign].
  16. Validate the 'Order grid' contains three new orders.
Topics
• NX • Order Entry Console
AV-83423 Summary | Details
OE NX - Order Code Search - Auto-searching functionality when configured with different settings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Order Code Search - Auto-searching functionality when configured with different settings
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'OE Console New Order Search minimum characters to initiate search' registry setting must be set to "1".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'OE Console New Order Search delay' registry setting must be set to "-1".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Select the 'Orders This Episode' tab.
  3. Hover over the 'New Order' field and validate it states "Press Enter or click the Magnifying Glass icon to search".
  4. Set the 'New Order' field to "b".
  5. Validate that there is no auto searching taking place and no results are displayed.
  6. Click on 'Enter' or 'New order search'.
  7. Validate search results are displayed.
  8. Click on 'My Favorites'.
  9. Set the 'Order' field to "b".
  10. Hover over the 'Order Search' field and validate it states: "Press Enter or click the Magnifying Glass icon to search".
  11. Validate that there is no auto searching taking place and no results are displayed.
  12. Click on 'Enter' or 'New order search'.
  13. Validate search results are displayed.
  14. Click [Close].
  15. Select the 'Home Medications' tab.
  16. Hover over the 'New Order' field and validate it states "Press Enter or click the Magnifying Glass icon to search".
  17. Set the 'New Order' field to "b".
  18. Validate that there is no auto searching taking place and no results are displayed.
  19. Click on 'Enter' or 'New order search'.
  20. Validate search results are displayed.
  21. Select any order from the list.
  22. Click on [Save]
  23. Check the 'Medication history reviewed and completed for Episode #1' checkbox.
  24. Select the 'Admission Reconciliation' tab.
  25. Hover over the 'New Order' field and validate it states "Press Enter or click the Magnifying Glass icon to search".
  26. Set the 'New Order' field to "b".
  27. Validate that there is no auto searching taking place and no results are displayed.
  28. Click on 'Enter' or 'New order search'.
  29. Validate search results are displayed.
  30. Select the 'Discharge Reconciliation' tab.
  31. Hover over the 'New Order' field and validate it states "Press Enter or click the Magnifying Glass icon to search".
  32. Set the 'New Order' field to "b".
  33. Validate that there is no auto searching taking place and no results are displayed.
  34. Click on 'Enter' or 'New order search'.
  35. Validate search results are displayed.
Topics
• NX • Order Entry Console
AV-83489 Summary | Details
OE NX - Order Entry Console - New Order search
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Order Entry Console - 'New Order' search showing 25 results per page
Specific Setup:
  • A client must have an active episode. (Client A)
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Set the 'New Order' field to "cell".
  3. Validate the 'Order Code' search results contains multiple pages of results with 25 results per page.
  4. Press the "ARROW_DOWN" key on the keyboard.
  5. Validate the "Highlighted row" and "Order Code - Results scrollbar" move down with the keystrokes.
  6. Press the "PgDn" key on the keyboard.
  7. Validate the Order Code - Result table moves to the "Next page".
  8. Press the "PgUp" key on keyboard.
  9. Validate the Order Code - Result table moves to the "Prev page".
  10. Click [My Favorites] and set the 'Order Search' field to "cell".
  11. Validate the 'Order Code' search results contains multiple pages of results with 25 results per page.
  12. Click [Close].
  13. Select the 'Home Medications' tab.
  14. Validate the 'Client Reported' checkbox is checked.
  15. Set the 'New Order' field to "cell".
  16. Validate the 'Order Code' search results contains multiple pages of results with 25 results per page.
  17. Select the 'Admission Reconciliation' tab.
  18. Set the 'New Order' field to "cell".
  19. Validate the 'Order Code' search results contains multiple pages of results with 25 results per page.
  20. Select the 'Discharge Reconciliation' tab.
  21. Set the 'New Order' field to "cell".
  22. Validate the 'Order Code' search results contains multiple pages of results with 25 results per page.
Topics
• Medication Order • NX • Order Entry Console
AV-85378 Summary | Details
OE NX - Orders This Episode - Single Select 'Ask on Order Entry' answer dropdown display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ask on Order Entry Definition
  • Home Medications
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode and Admission Reconciliation - single select AOE question
Specific Setup:
  • A pharmacy-type order code must exist that contains an 'Ask on Order Entry' questions that is set up as a single select dictionary. (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
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Validate the 'New Order' field is enabled and contains "Order Code A".
  4. Click [Ask On Order Entry] and [Close].
  5. Validate the 'New Order' field remains enabled and contains "Order Code A".
  6. Populate all required fields.
  7. Click [Ask On Order Entry].
  8. Validate the width of the single select field is standard size.
  9. Select any value and click [Save].
  10. Click [Add to Scratchpad], [Sign] and [Save Override and Exit]
  11. Click 'Home Medications' tab.
  12. Check the 'No Known Medications' and 'Medication history reviewed and completed for Episode #1' checkbox.
  13. Click 'Admission Reconciliation' tab.
  14. Search for and select "Order Code A" in the 'New Order' field.
  15. Validate the 'New Order' field is enabled and contains "Order Code A".
  16. Click [Ask On Order Entry] and [Close].
  17. Validate the 'New Order' field remains enabled and contains "Order Code A".
  18. Populate all required fields.
  19. Click [Ask On Order Entry].
  20. Validate the width of the single select field is standard size.
  21. Select any value and click [Save].
  22. Click [Add to Scratchpad], [Reconcile & Sign] and [Save Override and Exit].
Topics
• NX • Order Entry Console
AV-86366 Summary | Details
OE NX - Orders This Episode and Admission Reconciliation - Instructions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Orders This Episode and Admission Reconciliation - Instructions
Specific Setup:
  • An order group must exist that contains at least one pharmacy-type order code. (Order Group A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code in the 'New Order' field.
  3. Click in the 'Instructions' field and scroll to the bottom of the results and select a value.
  4. Validate that the value selected is displayed in the 'Addl Instructions' field
  5. Populate all required fields and change the order code description to 'Test'.
  6. Click [Add To Scratchpad] and verify a valid 'Order code' is displayed.
  7. Click [Sign].
  8. Search for and select "Order Group A" in the 'New Order' field.
  9. Select the pharmacy-type order code.
  10. Click in the 'Instructions' field and scroll to the bottom of the results and select a value.
  11. Validate that the value selected is displayed in the 'Addl Instructions' field
  12. Click [Add To Scratchpad].
  13. Select the order in the 'Scratchpad'.
  14. Populate all required fields and click [Update Order] and [Sign].
  15. Validate the 'Order grid' contains two orders.
  16. Select the 'Home Medications' tab.
  17. Check the 'No Known Medications' and 'Medication history reviewed and completed for Episode #1' checkboxes.
  18. Select the 'Admission Reconciliation' tab.
  19. Validate there are two orders in the 'Inpatient Medications Scratchpad' that have an 'Action' of "CONT".
  20. Search for and select any pharmacy-type order code in the 'New Order' field.
  21. Click in the 'Instructions' field and scroll to the bottom of the results and select a value.
  22. Validate that the value selected is displayed in the 'Addl Instructions' field
  23. Populate all required fields and change the order code description to 'Test'.
  24. Click [Add To Scratchpad] and verify a valid 'Order code' is displayed.
  25. Click [Sign].
  26. Validate the 'Admission Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console
AV-87693 Summary | Details
OE NX - Order Entry Console - Admission Reconciliation/Discharge Reconciliation.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Registry Settings (CWS)
Scenario 1: OE NX - Admission Reconciliation tab is displayed when "All Episodes" is selected in the 'Episode' header.
Specific Setup:
  • A Registry Setting must be set to: 'RADplus->General->->->->Default Value for Console View Episodes' must be set to “1”.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A".
  2. Validate "All Episodes" is selected in the Episode Header.
  3. Click on Orders tab.
  4. Validate that "Admission Reconciliation" and "Discharge Reconciliation" tabs is not displayed in the 'Order Entry Console' field.
Topics
• NX • Order Entry Console
AV-88002 Summary | Details
OE NX - Taper Titrate Dialog - Frequency
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Orders This Episode and Admission Reconciliation - Taper/Titrate dialog should use OrderConnect Dose Units dictionary in External Pharmacy Mode
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Search for and select any medication in the 'New Order' field.
  4. Click [Taper/Titrate].
  5. Validate the 'Taper/Titrate' dialog is displayed.
  6. Validate the 'Dose Unit' field contains: "Tablet", "Application", "Capsule", "Drop", "Each", "Film", "Gram", "Inhalation", "Microgram", "Milliequivalent", "Milligram", "Milliliter", "Patch", "Puff", "Spray", "Suppository", "Tablet", "Tampon", "Unit", "Wafer".
  7. Populate all required fields, click [Add to Scratchpad] and [Final Review].
  8. Validate the 'Final Review' dialog is displayed.
  9. Select “None” in the 'Output' field and click [Sign]
  10. Check 'Medication history reviewed and completed for Episode #'.
  11. Select the ‘Orders This Episode’ tab.
  12. Search for and select any pharmacy-type order code in the 'New Order' field.
  13. Click [Taper/Titrate].
  14. Validate the 'Taper/Titrate' dialog is displayed.
  15. Validate the 'Dose Unit' field contains: "Tablet", "Application", "Capsule", "Drop", "Each", "Film", "Gram", "Inhalation", "Microgram", "Milliequivalent", "Milligram", "Milliliter", "Patch", "Puff", "Spray", "Suppository", "Tablet", "Tampon", "Unit", "Wafer".
  16. Populate all required fields, click [Add to Scratchpad].
  17. Select the order in the 'Scratchpad'.
  18. Populate all required fields and click [Update Order] and [Final Review].
  19. Validate an 'Interactions' dialog is displayed.
  20. Override all interactions and click [Save Override and Exit].
  21. Validate the 'Final Review' dialog is displayed.
  22. Select “None” in the 'Output' field and click [Sign]
  23. Select the ‘Admission Reconciliation’ tab.
  24. Search for and select any pharmacy-type order code in the 'New Order' field.
  25. Click [Taper/Titrate].
  26. Validate the 'Taper/Titrate' dialog is displayed.
  27. Validate the 'Dose Unit' field contains: "Tablet", "Application", "Capsule", "Drop", "Each", "Film", "Gram", "Inhalation", "Microgram", "Milliequivalent", "Milligram", "Milliliter", "Patch", "Puff", "Spray", "Suppository", "Tablet", "Tampon", "Unit", "Wafer".
  28. Populate all required fields and click [Add to Scratchpad].
  29. Select the order that was just added.
  30. Populate all required fields and click [Update Order].
  31. Select the order in the 'Home Medications (Pre-Admission)' order grid and click [Hold].
  32. Click [Reconcile & Review].
  33. Validate an 'Interactions' dialog is displayed.
  34. Override all interactions and click [Save Override and Exit].
  35. Select “None” in the ‘Output’ field and click [Sign]
  36. Validate the 'Admission Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console
AV-88862 Summary | Details
OE NX - Orders This Episode- pre-admit mode - Duration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
  • Order Code Setup
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode- pre-admit mode - Add an order with and without 'Duration' required.
Specific Setup:
  • The ‘Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode’ registry setting must be set to “Y”.
  • The ‘Avatar Order Entry->Facility Defaults->Client Profile->->->Allow Open-Ended Orders’ registry setting must be set to “NX”.
  • The ‘(519) Allow Open-Ended Orders’ extended attribute must be set to “No (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Two order codes must exist. One with "Yes" selected in the 'Allow Open-Ended Orders' field (Order Code A) and one with "No" selected in the 'Allow Open-Ended Orders' field. (Order Code B)
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have a pre-admission episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Validate the 'Duration' field is not required and contains no value.
  4. Populate all required fields and click [Add to Scratchpad] and [Sign].
  5. Validate the 'Interactions' dialog is displayed.
  6. Override all interactions and click [Save Override and Exit].
  7. Validate the 'Order grid' contains an order for "Order Code A" with a 'Start Date' of "01/01/2099" and no 'Stop Date'.
  8. Search for and select "Order Code B" in the 'New Order' field.
  9. Ensure that the 'Duration' field is required.
  10. Populate all required fields and click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains an order for "Order Code B" with a 'Start Date' of "01/01/2099" and a 'Stop Date'.
Topics
• NX • Order Entry Console
AV-90580 Summary | Details
OE NX - Order Entry Console - Order Group - Start Date/Time.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
  • Order Group Setup
  • Orders This Episode
Scenario 1: OENX - Start Date/Time is disabled when selecting STAT orders
Specific Setup:
  • A frequency code (Frequency Code A) must be configured in the 'Frequency Code Setup' form such that:
  • 'Routine or PRN(As Needed)' = "STAT".
  • 'One Time Only' = "Yes".
  • No checked times for 'Hours of Administration'.
  • A pharmacy-type order code must exist. (Order Code A)
  • An order group must exist. (Order Group A)
  • "Order Group A" must have a component configured in the 'Order Group Setup' form such that:
  • 'Order Code' = "Order Code A".
  • 'Frequency Code' = "Frequency Code A".
  • 'Default To Selected When Selecting Orders From Order Group' = "Yes".
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" from the 'New Order' search field.
  3. Validate that "Order Code A" is selected and that "Frequency Code A" is displayed in the 'Frequency' field.
  4. Validate the 'First Dose Date/Time' field is empty.
  5. Click [Add to Scratchpad].
  6. Validate "Order Code A" is displayed in the 'Scratchpad' order grid.
  7. Select "Order Code A" from the 'Scratchpad' order grid.
  8. Validate the 'Start Date' field is enabled and set to "Today's date".
  9. Validate the 'Start Time' field is enabled and set to "Current time".
  10. Populate any remaining required fields and click [Update Order].
  11. Click [Sign] and validate "Order Code A" displays in the 'Order grid'.
Topics
• NX • Order Entry Console
AV-91201 Summary | Details
OE NX - Orders This Episode - Renew - Validate the 'Start Date and Stop Date' are displayed.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - Renew - Validate 'Start Date' and 'Stop Date' in 'Scratchpad' and 'Current Stop Date' in Order Details panel after selecting from 'Scratchpad'.
Specific Setup:
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code in the 'New Order' field (Order A).
  3. Set the 'Duration' field to "15 Days".
  4. Set the 'Start date' to a date that is 10 days in the past and populate the remaining required fields.
  5. Click [Add to Scratchpad] and [Final Review].
  6. Validate the ‘Interactions’ dialog is displayed.
  7. Override all interactions and click [Save Override and Exit].
  8. Validate the 'Final Review' dialog is displayed.
  9. Select "None" in the 'Output' field and click [Sign].
  10. Validate the 'Order grid' contains a new order.
  11. Select the order and click [Renew].
  12. Validate the 'Effective Renew Date' is enabled and contains the current date.
  13. Validate the 'Effective Renew Time' is enabled and contains the current time.
  14. Set the 'Renew' field to "10" and validate [Days] remains selected.
  15. Validate that the 'Current Stop Date' field is required and contains the order's original 'Stop Date', which is five days in the future of the current date.
  16. Validate that the 'New Stop Date' field is required and contains a date that is 10 days in the future of the current date.
  17. Click [Add to Scratchpad].
  18. Validate the order appears in the ‘Scratchpad’ with a ‘Start Date’ of the current date and a ‘Stop Date’ that contains the 'New Stop Date'.
  19. Select the order in the 'Scratchpad'.
  20. Validate the 'Current Stop Date' field is not required and contains the 'Stop Date' of the original order, which is five days in the future of the current date.
  21. Validate that the 'New Stop Date' field is required and contains a date that is 10 days in the future of the current date.
  22. Click [Update order] and [Sign].
  23. Validate the ‘Interactions’ dialog is displayed.
  24. Override all interactions and click [Save Override and Exit].
  25. Validate the 'Order grid' contains the order with a 'Stop Date' that is ten days in the future of the current date.
Topics
• NX • Order Entry Console
AV-91294 Summary | Details
Form Designer - 'Signature' fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (CWS)
Scenario 1: Form Designer - Validate resizing signature fields
Specific Setup:
  • The 'Progress Notes (Group and Individual)' form must have a 'Signature' field added via 'Site Specific Section Modeling'.
Steps
  1. Access the 'Form Designer' CWS form.
  2. Select "Progress Notes (Group and Individual)" in the 'Forms' field.
  3. Select "Individual Progress Notes" in the 'Section' field.
  4. Click [Show Tab].
  5. Navigate to the signature field.
  6. Resize the signature field as desired.
  7. Click [Save] and [Yes].
  8. Submit the form.
  9. Access the 'Progress Notes (Group and Individual)' form.
  10. Validate the signature field displays as configured in 'Form Designer'.
  11. Close the form.
Topics
• Form Designer
AV-91493 Summary | Details
Avatar NX - Staff Members Hours and Exceptions
Scenario 1: 'Staff Members Hours and Exceptions' - deleting staff hours
Specific Setup:
  • A Practitioner must have hours filed in the 'Staff Members Hours and Exceptions' 'Staff Member Hours' grid (Practitioner A).
Steps
  1. Access the 'Staff Members Hours and Exceptions' form.
  2. Select "Practitioner A" in the 'Staff Select' field.
  3. Click [Staff Member Hours].
  4. Click [New Row].
  5. Populate all the required fields.
  6. Select the "End Date" field of any existing desired row.
  7. Click [Copy Cell].
  8. Click the header sort for the "End Date" column.
  9. Select the "End Date" field of a newly added row.
  10. Click [Paste Cell].
  11. Validate the copied cell is pasted as expected.
  12. Click [Save] and [Yes].
  13. Click [Staff Member Hours].
  14. Click the header sort for the "End Date" column.
  15. Validate the records display as expected.
  16. Click [Submit].
  17. Access the 'Staff Members Hours and Exceptions' form.
  18. Select "Practitioner A" in the 'Staff Select' field.
  19. Click [Staff Member Hours].
  20. Validate the rows updated in previous step displays as expected.
  21. Click the header sort for "End Date" column.
  22. Click [New Row].
  23. Validate the newly added row displays in correct sequence/indexing as expected.
  24. Populate all the mandatory fields.
  25. Click [Save] and [Yes].
  26. Click [Staff Member Hours].
  27. Validate the newly added row displays in correct sequence/indexing as expected.
  28. Select the second row.
  29. Click [Delete Row].
  30. Click [Yes].
  31. Validate the re-indexing updates the records in sequence as expected.
  32. Click [Save] and [Yes].
  33. Click [Submit].
Topics
• NX • Staff Member Hours and Exceptions
AV-91874 Summary | Details
Treatment Plan - 'Plan Date' field
Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client is enrolled in an existing episode (Client A).
  • The 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Enable Automatic Backup' registry setting is set to "N".
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date is displayed in the 'Plan Date' field.
  4. Select the desired date in the 'Plan Date' field.
  5. Select the desired value in the 'Plan Type' field
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Validate "Draft" is now selected in the 'Current Status' field.
  8. Click [Launch Plan].
  9. Add a problem, goal, objective, and intervention.
  10. Click [Return to Plan] and [OK].
  11. Validate the 'Plan Date' field is disabled.
  12. Select "Final" in the 'Draft/Final' field.
  13. Select "Active" in the 'Current Status' field.
  14. Click [Submit].
  15. Validate a 'Confirm Document' dialog is displayed.
  16. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized.
  17. Click [Accept].
  18. Enter the password and click [Verify].
  19. Select "Client A" and access the 'Treatment Plan' form.
  20. Select the record from the previous steps and click [Edit].
  21. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  22. Click [Yes].
  23. Validate the plan displays as expected and fields are disabled, except for the 'Current Status' field.
  24. Select "Completed" in the 'Current Status' field.
  25. Click [Submit].
  26. Validate a message is displayed stating: The following fields are updated: 'Current Status'.
  27. Click [OK].
  28. Select "Client A" and access the 'Treatment Plan' form.
  29. Select the record from the previous steps and click [Edit].
  30. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  31. Click [Yes].
  32. Validate "Completed" is selected in the 'Current Status' field.
  33. Close the form.
Topics
• Treatment Plan
AV-92098 Summary | Details
Avatar NX - Diagnosis
Scenario 1: 'Diagnosis' - Verification of 'Return To Pre-Display' Dialog on Form Filing
Specific Setup:
  • A client must be enrolled in an active episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form undocked.
  2. Select the desired episode if applicable.
  3. Click [Add].
  4. Populate all the required fields.
  5. Click [Submit].
  6. Validate a 'Pre-Display Confirmation' dialog displays stating: "Do you want to return to the Pre-Display?"
  7. Click [No].
  8. Validate undocked 'Diagnosis' form closes as expected.
  9. Access the undocked 'Diagnosis' form.
  10. Select the newly created record and click [Edit].
  11. Validate the form displays as expected.
  12. Make any desired edits.
  13. Click [Submit].
  14. Validate a 'Pre-Display Confirmation' dialog displays stating: "Do you want to return to the Pre-Display?"
  15. Click [Yes].
  16. Validate the pre-display displays as expected.
  17. Stay on the pre-display for 5 seconds and validate the pre-display does not close.
  18. Select the record from the previous steps and click [Edit].
  19. Validate the form displays as expected.
  20. Click [Discard].
  21. Validate undocked 'Diagnosis' form closes as expected.
  22. Access the 'Diagnosis' form.
  23. Select the desired episode if applicable.
  24. Click [Add].
  25. Populate all the required fields.
  26. Click [Submit].
  27. Validate a 'Pre-Display Confirmation' dialog displays stating: "Do you want to return to the Pre-Display?"
  28. Click [Yes].
  29. Validate the pre-display opens as expected.
  30. Select the newly created record and click [Edit].
  31. Click [Submit].
  32. Validate a 'Pre-Display Confirmation' dialog displays stating: "Do you want to return to the Pre-Display?"
  33. Click [No].
  34. Validate the 'Diagnosis' form closes as expected.
  35. Clear the client.
Topics
• Diagnosis • NX
AV-92233 Summary | Details
OE NX - Discharge Reconciliation - Add to scratchpad as Rx with multiple reasons.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Orders This Episode
Scenario 1: OE NX - Discharge Reconciliation - Adding an order as Rx with multiple reasons
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require Reason Code' registry setting must be set to "No".
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”:
  • ‘(548) Enable Multiple Reasons at Order Entry’ = “Yes”.
  • '(541) Require Reason Code' = "No".
  • Please log out of the application and log back in after completing the above configuration.
  • 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
  1. Select "Client A” and access the Order Entry Console.
  2. Search for and select "Order Code A".
  3. Populate all required fields and click [View] in the 'Reason' field.
  4. Validate that the ‘Multiple Reason’ dialog is displayed.
  5. Select multiple values and click [Save].
  6. Enter a value in the 'Reason Text' field.
  7. Click [Add to Scratchpad] and [Final Review].
  8. Click [Sign].
  9. Access the 'Discharge Reconciliation' tab.
  10. Validate the 'Inpatient Medications' order grid contains "Order Code A" and the multiple reasons and reason text are listed in the 'Order Details' column.
  11. Select "Order Code A" and click [Add to Scratchpad As Rx].
  12. Validate a warning message displays stating: “Multiple Reasons will not be carried forward for Home Medications” and click [Ok].
  13. Validate “Order Code A" is shown in the ‘Home Medications Scratchpad (Post-Discharge)’ section.
  14. Select "Order Code A" from the ‘Home Medications Scratchpad (Post-Discharge)’ section.
  15. Validate the ‘Reason’ and 'Reason Text' fields are blank.
Topics
• NX • Order Entry Console
AV-92464 Summary | Details
OE NX - Orders This Episode - My Favorites - Order Type filter.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Order This Episode - My Favorites - Order Type filter.
Specific Setup:
  • Must have an order code of every order type added to 'My Favorites'.
  • A client must have an active episode (Client A).
  • "Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click 'My Favorites'.
  3. Validate the 'My Favorites' dialog contains orders of each order type.
  4. Validate the 'Filter' field contains the list of order types associated with orders added.
  5. Select any value from the 'Filter' field.
  6. Validate the appropriate order code is displayed.
Topics
• NX • Order Entry Console
AV-92557 Summary | Details
OE NX - Order Entry Console - Multi-Reason description.
Scenario 1: OE NX - Order Code - Multiple Reason
Specific Setup:
  • The ‘(548) Enable Multiple Reasons at Order Entry’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Pharmacy".
  • Please log out of the application and log back in after completing the above configuration.
  • A pharmacy-type order code must have at least one value selected in the 'Standard/Preferred Reason Codes' field in the 'Order Code Setup' form. (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
  1. Select "Client A" and access the Order Entry Console.
  2. Search and select "Order Code A" in the 'New Order' field.
  3. Click [View] and validate that the 'Multiple Reason Checklist' dialog is displayed.
  4. Validate there are values in the 'Reasons' field that are in a bold font.
  5. Select a value that is bold and select one that is not from the 'Reasons' field.
  6. Validate both values are displayed in 'Reasons Selected' field.
  7. Click [Save].
  8. Validate the 'Reason' field contains the description of the values selected.
  9. Populate all required fields and click [Add to Scratchpad] and [Sign].
  10. Validate the 'Order grid' contains "Order Code A" with the appropriate values in the 'Order Description' column.
Topics
• NX • Order Entry Console
AV-93042 Summary | Details
Avatar NX - Clinical Document Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
Scenario 1: Clinical Document Viewer - View documents for an individual client
Specific Setup:
  • A client must have documents on file (Client A).
Steps
  1. Access the 'Clinical Document Viewer' form.
  2. Select "Individual" in the 'Select All or Individual Client' field.
  3. Select "Client A" in the 'Select Client' field.
  4. Select "All" in the 'Episode' field.
  5. Click [Process].
  6. Validate the header remains visible when scrolling through the documents.
  7. Select the desired document in the 'Search Results' field.
  8. Click to view the document.
  9. Validate document data is displayed.
  10. Click [Close All Documents].
  11. Navigate back to the "Search" section.
  12. Click [Close].
Scenario 2: Clinical Document Viewer - View documents for "All" clients
Specific Setup:
  • Must have documents on file for viewing in the 'Clinical Document Viewer'.
Steps
  1. Access the 'Clinical Document Viewer' form.
  2. Select "All" in the 'Select All or Individual Client' field.
  3. Click [Process].
  4. Validate the header remains visible when scrolling through the documents.
  5. Scroll to the desired document from the search results table.
  6. Select the desired document in the 'Search Results' field.
  7. Click to view the document.
  8. Validate document data is displayed as expected.
  9. Click [Close All Documents].
  10. Navigate back to the "Search" section.
  11. Click [Close].
Topics
• Clinical Document Viewer
AV-93115 Summary | Details
Avatar NX - Treatment Plan
Scenario 1: Treatment Plan (Tree view) - Problems, Goals, Objectives, Interventions validations
Specific Setup:
  • Have a client enrolled in an active episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Populate all required fields.
  3. Click [Launch Plan].
  4. Click [Add New Problem].
  5. Select any value in the 'Problem Code' field.
  6. Select “Active” in the ‘Status (Problem List)’ field.
  7. Enter the desired value in the 'Problem' field.
  8. Select "Active" in the 'Status' field.
  9. Validate the 'Treatment Plan Tree' displays "Active" for 'Problem' item.
  10. Click the "X" in the 'Status' field.
  11. Validate "Select a value" displays in the 'Status' field.
  12. Validate tree area displays red flag for each item.
  13. Click [Return to Plan], [OK], and [Launch Plan].
  14. Validate tree area displays red flag for each item.
  15. Select "Active" in the 'Status' field.
  16. Validate the tree area displays "Active" for the 'Problem' and the flag no longer displays.
  17. Click [Return to Plan], [OK], and [Launch Plan].
  18. Validate the tree area displays "Active" for 'Problem' and the flag no longer displays.
  19. Click the [Return to Plan] and [OK].
  20. Select "Final" in the 'Draft/Final' field.
  21. Click [Submit].
  22. Select "Client A" and access the 'Treatment Plan' form.
  23. Select the treatment plan filed in the previous steps and click [Edit].
  24. Validate all previously filed data is displayed.
  25. Close the form.
Topics
• NX • Treatment Plan
AV-93160 Summary | Details
Avatar NX - Quick Links
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Update Client Data
Scenario 1: Validate a user modeled quick link in the 'Admission' form
Specific Setup:
  • A client is onboarded via the 'Call Intake' form (Client A).
  • "Client A" has been assigned a permanent MR#.
  • A user modeled form must be defined (Form A).
  • The 'Admission' form has the following quick links assigned:
  • 'Update Client Data'
  • "Form A"
Steps
  1. Select "Client A" and access the 'Admission' form.
  2. Validate the 'Update Client Data' and "Form A" quick links display as expected.
  3. Enter the desired date in the 'Preadmit/Admission Date' field.
  4. Enter the desired time in the 'Preadmit/Admission Time' field.
  5. Select the desired program in the 'Program' field.
  6. Select the desired value in the 'Type of Admission' field.
  7. Select the desired practitioner in the 'Admitting Practitioner' field.
  8. Click the [Form A] quick link.
  9. Validate "Form A" opens and displays as expected.
  10. Populate all the required fields.
  11. Click [Submit].
  12. Navigate back to the 'Admission' form.
  13. Click the [Update Client Data] quick link.
  14. Validate the 'Update Client Data' form opens and displays as expected.
  15. Populate any desired fields.
  16. Click [Submit].
  17. Navigate back to the 'Admission' form.
  18. Populate any other desired fields.
  19. Click [Submit].
  20. Validate "Client A" displays in the 'Client Header Banner' as expected.
  21. Validate 'Episode' dropdown list displays the newly created episode as expected.
  22. Clear the client.
Topics
• Admission • NX • Update Client Data
AV-93173 Summary | Details
Avatar NX - Assessment Problem Planning
Scenario 1: Assessment Problem Planning - Form Validations
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Assessment Problem Planning' form.
  2. Click the [T] in the 'Date' field to input today's date.
  3. Click [New Row].
  4. If the client has problems filed in the 'Problem List', select a problem from the 'Problems' field.
  5. If the client does not have problems filed in the 'Problem List', search for a problem in the 'Add New Problem' field.
  6. Select any 'Status'.
  7. Click the [T] in the 'Date of Onset' field to input today's date.
  8. Input any text into the 'Plan' field.
  9. Click [Submit].
  10. Access the 'Problem List' form for the same client selected above.
  11. Click [All] in the 'Status' field.
  12. Click [View/Enter Problems].
  13. Verify the problem added through the 'Assessment Problem Planning' form displays correctly.
  14. Click [Close/Cancel].
  15. Click [Problem List Report].
  16. Verify the problem added through the 'Assessment Problem Planning' form displays correctly in the report viewer.
  17. Click [Close Report], [Discard], and [Yes].
  18. Access the 'Assessment Problem Planning' form for the same client selected above.
  19. Click [Load Existing Assessment].
  20. Select the assessment from the previous steps from the 'Load Existing Assessments' field.
  21. Click [OK].
  22. Validate the problem entered or selected in the previous steps displays as expected.
  23. Close the form.
Topics
• Assessment Problem Planning • NX • Problem List
AV-93716 Summary | Details
OE NX - Order Entry Console - Clicking Interaction icon in scratchpad does not move the order to order detail panel for editing.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Order Entry Console - Clicking Interaction icon does not open order detail panel for editing
Specific Setup:
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad].
  4. Search for and select "Warfarin Sodium et COUMADIN (16974) 2.5 MG Tablet ORAL" in the 'New Order' field, that will interact with the order in the 'Scratchpad'.
  5. Populate all required fields and click [Add to Scratchpad].
  6. Validate the second order in the 'Scratchpad' has a warning icon in the 'Action' column.
  7. Click the warning icon.
  8. Validate the 'Interactions' dialog is displayed and click [Close].
  9. Validate the order details are not displayed in the 'Order Details' panel under the 'New Order' field.
  10. Click [Final review].
  11. Validate the 'Interaction' dialog is displayed.
  12. Override all interactions and click [Save Override and Exit].
  13. Validate the 'Final Review' dialog is displayed.
  14. Select "None" in the 'Output' field and click [Sign].
  15. Select the second order created from the Order grid and click [Modify].
  16. Click [Add to Scratchpad]
  17. Validate the order in the 'Scratchpad' has a warning icon in the 'Action' column.
  18. Click the warning icon.
  19. Validate the 'Interactions' dialog is displayed and click [Close].
  20. Validate the order details are not displayed in the 'Order Details' panel under the 'New Order' field.
  21. Click [Final review].
  22. Validate the 'Interaction' dialog is displayed.
  23. Override all interactions and click [Save Override and Exit].
  24. Validate the 'Final Review' dialog is displayed.
  25. Select "None" in the 'Output' field and click [Sign].
  26. Select the second order created from the Order grid and click [Copy].
  27. Click [Add to Scratchpad]
  28. Validate the order in the 'Scratchpad' has a warning icon in the 'Action' column.
  29. Click the warning icon.
  30. Validate the 'Interactions' dialog is displayed and click [Close].
  31. Validate the order details are not displayed in the 'Order Details' panel under the 'New Order' field.
  32. Click [Final review].
  33. Validate the 'Interaction' dialog is displayed.
  34. Override all interactions and click [Save Override and Exit].
  35. Validate the 'Final Review' dialog is displayed.
  36. Select "None" in the 'Output' field and click [Sign].
  37. Access 'Home Medications' tab
  38. Check 'No Known Medications' and 'Medication history reviewed and completed for Episode #1' checkboxes.
  39. Access 'Admission Reconciliation' tab.
  40. Validate the 'Inpatient Medications Scratchpad' contains 3 orders.
  41. Select "Warfarin Sodium et COUMADIN (16974) 2.5 MG Tablet ORAL" order from Inpatient Medications Scratchpad.
  42. Click [Modify] and [Update Order].
  43. Validate that the order is updated in 'Inpatient Medications Scratchpad' with "Modify and a warning icon" in the 'Action' column.
  44. Click the warning icon.
  45. Validate the 'Interactions' dialog is displayed and click [Close].
  46. Validate the order details are not displayed in the 'Order Details' panel under the 'New Order' field.
  47. Click [Reconcile & Sign] and [Save Override and Exit].
  48. Access 'Home Medications' tab
  49. Uncheck the 'No Known Medications' and 'Medication history reviewed and completed for Episode #1' checkboxes.
  50. Check 'Client Reported' checkbox.
  51. Search and select "Warfarin Sodium 7.5 MG Tablet Oral" in the 'New Order' field.
  52. Populate the 'Dose', 'Dose Unit' 'Frequency' and 'Stop date' field.
  53. Click [Save].
  54. Access 'Discharge Reconciliation' tab
  55. Search and select "Warfarin Sodium 5 MG Tablet Oral" in the 'New Order' field.
  56. Populate all the required fields.
  57. Click [Add to Scratchpad]
  58. Validate order is in 'Home Medications Scratchpad (Post-Discharge)' is created with a warning icon in the 'Action' column.
  59. Click the warning icon.
  60. Validate the 'Interactions' dialog is displayed and click [Close].
  61. Validate the order details are not displayed in the 'Order Details' panel under the 'New Order' field.
  62. Select "Warfarin Sodium et COUMADIN (16974) 2.5 MG Tablet ORAL" from Inpatient Medications and click [Add to Scratchpad as RX]
  63. Validate order is in Home Medications Scratchpad (Post-Discharge) with a warning icon in the 'Action' column.
  64. Click the warning icon.
  65. Validate the 'Interactions' dialog is displayed and click [Close].
  66. Validate the order details are not displayed in the 'Order Details' panel under the 'New Order' field.
  67. Access 'Home Medications' tab
  68. Uncheck 'Client Reported' checkbox.
  69. Search and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
  70. Populate all required fields.
  71. Click [Add to Scratchpad]
  72. Click [Final Review], [Save Override and Exit] and [Save].
  73. Uncheck 'Client Reported' checkbox.
  74. Search and select "Warfarin 10 MG Tablet Oral" in the 'New Order' field.
  75. Populate all the required fields.
  76. Click [Add to Scratchpad]
  77. Validate the order in the 'Scratchpad' has a warning icon in the 'Action' column.
  78. Click the warning icon.
  79. Validate the 'Interactions' dialog is displayed and click [Close].
  80. Validate the order details are not displayed in the 'Order Details' panel under the 'New Order' field.
  81. Click [Final Review], [Save Override and Exit] and [Save].
  82. Select "Warfarin Sodium 7.5 MG Tablet Oral" from order grid and click [MakeRX].
  83. Click [Add to Scratchpad]
  84. Validate the order in the 'Scratchpad' has a warning icon in the 'Action' column.
  85. Click the warning icon.
  86. Validate the 'Interactions' dialog is displayed and click [Close].
  87. Validate the order details are not displayed in the 'Order Details' panel under the 'New Order' field.
  88. Select "Warfarin 10 MG Tablet Oral" from order grid and click [Modify].
  89. Click [Add to Scratchpad]
  90. Validate the order in the 'Scratchpad' has a warning icon in the 'Action' column.
  91. Click the warning icon.
  92. Validate the 'Interactions' dialog is displayed and click [Close].
  93. Validate the order details are not displayed in the 'Order Details' panel under the 'New Order' field.
  94. Click [Final Review], [Save Override and Exit] and [Sign].
  95. Select "Warfarin 10 MG Tablet Oral" from order grid and click [Reorder].
  96. Click [Add to Scratchpad]
  97. Validate the order in the 'Scratchpad' has a warning icon in the 'Action' column.
  98. Click the warning icon.
  99. Validate the 'Interactions' dialog is displayed and click [Close].
  100. Validate the order details are not displayed in the 'Order Details' panel under the 'New Order' field.
  101. Click [Final Review], [Save Override and Exit] and [Sign].
Topics
• NX • Order Entry Console
AV-93787 Summary | Details
'Progress Notes (Group and Individual)' - Group Notes
Scenario 1: Progress Notes (Group and Individual) - Add Client To Group
Specific Setup:
  • Document Routing should be enabled for the 'Progress Notes (Group and Individual)' form.
  • A group is defined with two clients (Client A & Client B).
  • A client is enrolled in two existing episodes (Client C).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Navigate to "Group Default Notes" section.
  3. Enter the current date in the 'Note Date' field.
  4. Select desired Note Type in 'Note Type' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Set the 'Group Name Or Number' field to "Group A".
  7. Set desired value in the 'Note' field.
  8. Verify 'Client Who Attended Group' field exists.
  9. Validate the 'Client Who Attended Group' field contains "Client A" and "Client B".
  10. Click [Add Client To Group].
  11. Select "Client C" in the 'Client To Be Added To Group' field.
  12. Validate the 'Episode Number' field displays automatically with all available episodes.
  13. Select the desired value in the 'Episode Number' field.
  14. Validate the message "Are you sure you want to add "Client C" to the group?"
  15. Click [Yes].
  16. Validate the 'Client Who Attended Group' field contains "Client A", "Client B", and "Client C".
  17. File the note.
Topics
• Group Progress Notes • NX
AV-93834 Summary | Details
Avatar NX - Form Bundles
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Attending Practitioner
  • Diagnosis
  • Substance Abuse History
Scenario 1: NX - Admission Form Bundle (Simultaneous)
Specific Setup:
  • A sequential form bundle must be set up in 'Form Bundler' using the 'Admission (Outpatient)' and 'Admission Referral Information' form with Action on 'Stop Entry' of "Exit Back to Menu" (Admission with Referral).
  • A client must be enrolled in an existing episode (Client A).
  • A user must be logged in (User A).
Steps
  1. Access the 'Form Bundler' form.
  2. Validate a 'Form Bundler' dialog stating: "Edit Existing Form Bundle or Create New Form Bundle"
  3. Click [Edit Existing].
  4. Select "Admission with Referral" in the 'Existing Form Bundles' field.
  5. Click [OK].
  6. Select "Simultaneous" in the 'Type of Bundle' field.
  7. Validate a 'Confirm' dialog stating: "This bundle contains an admission form. The user will be prevented from entering any other forms within this bundle until the admission form has been completed." and click [OK].
  8. Submit the form and log out.
  9. Login as "User A".
  10. Select "Client A" and access the 'Admission with Referral' bundle.
  11. Validate the 'Admission (Outpatient)' pre-display and click [Add].
  12. Validate the 'Admission (Outpatient)' form displays as expected.
  13. Click [Discard].
  14. Validate the user is taken back to their myDay view and no errors display.
  15. Validate the form tab displays.
  16. Click [Close All Open Forms].
  17. Validate a 'Confirm' dialog stating: "Are you sure you want to close all open forms?" and click [Yes].
  18. With "Client A" selected, access the 'Admission with Referral' bundle.
  19. Validate the 'Admission (Outpatient)' pre-display and click [Add].
  20. Validate the 'Admission (Outpatient)' form displays as expected.
  21. Populate all required and desired fields.
  22. Click [Submit].
  23. Validate the 'Admission Referral Information' form displays.
  24. Populate the desired fields and submit.
  25. Validate the user is taken back to their myDay view.
  26. Validate the 'Header Episode' field contains the new episode.
  27. Clear the client.
Scenario 2: Form Bundle - validate bundle when first form doesn't meet criteria
Specific Setup:
  • A client must be enrolled in the only program with an outpatient setting (Client A).
  • A simultaneous form bundle (Bundle A) must be defined with the following:
  • 'Program Transfer'
  • 'Substance Abuse History'
  • 'Diagnosis'
  • 'Attending Practitioner'
Steps
  1. Select "Client A" and access "Bundle A".
  2. Validate an 'Error' dialog displays and click [OK].
  3. Validate the pre-display of the 'Substance Abuse History' form displays.
  4. Click [Add].
  5. Select the desired value in the 'Drug of Choice - 1' field.
  6. Populate any desired fields.
  7. Click [Submit].
  8. Validate the pre-display of the 'Diagnosis' form displays.
  9. Click [Add].
  10. Select the desired value in the 'Type of Diagnosis' field.
  11. Populate all required and desired fields.
  12. Click [Submit].
  13. Validate a 'Pre-Display Confirmation' stating: "Do you want to return to the Pre-Display?"
  14. Click [No].
  15. Validate the 'Attending Practitioner' form displays as expected.
  16. Populate the required fields.
  17. Click [Submit].
  18. Clear the client.
Topics
• Admission • Form Bundles • NX
AV-94072 Summary | Details
Avatar NX - User Role Definition
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Role Definition
Scenario 1: User Role Definition
Specific Setup:
  • A form must be defined in 'Document Management Definition' with an apostrophe (Form A).
  • A user role must be defined in 'User Role Definition' (User Role A).
Steps
  1. Access the 'User Role Definition' form.
  2. Click [Select User Role].
  3. Select "User Role A" in the 'Select User Role' field.
  4. Click [OK].
  5. Navigate to the 'Document Management' tab.
  6. Select "No" in the 'Is this user a Document Management Administrator' item.
  7. Select "Specify forms" in the 'Forms Allowed to Print' field.
  8. Click [Select Forms to Print].
  9. Select "Form A" in the 'Select Forms' field.
  10. Click [OK].
  11. Click [Select Forms to Print].
  12. Validate "Form A" is still selected.
  13. Click [OK].
  14. Populate any other required and desired fields.
  15. Submit the form.
  16. Access the 'User Role Definition' form.
  17. Click [Select User Role].
  18. Select "User Role A" in the 'Select User Role' field.
  19. Click [OK].
  20. Navigate to the 'Document Management' tab.
  21. Click [Select Forms to Print].
  22. Validate "Form A" is still selected.
  23. Click [OK] and close the form.
Scenario 2: Validate adding a user in form 'User Definition'
Specific Setup:
  • A form must be defined in 'Document Management Definition' with an apostrophe (Form A).
Steps
  1. Access the 'User Definition' form.
  2. Enter the desired value in the 'User ID' field.
  3. Enter the desired value in the 'User Description' field.
  4. Populate all required and desired fields.
  5. Navigate to 'Document Management' tab.
  6. Select "No" in the 'Is this user a Document Management Administrator' item.
  7. Select "Specify forms" in the 'Forms Allowed to Print' field.
  8. Click [Select Forms to Print].
  9. Select "Form A" in the 'Select Forms' field.
  10. Click [OK].
  11. Click [Select Forms to Print].
  12. Validate "Form A" is still selected.
  13. Click [OK].
  14. Submit the form.
  15. Access the 'User Definition' form.
  16. Select the user created in the previous steps.
  17. Navigate to 'Document Management' tab.
  18. Click [Select Forms to Print].
  19. Validate "Form A" is still selected.
  20. Click [OK] and close the form.
Topics
• User Definition • User Role Definition
AV-94126 Summary | Details
Avatar NX - 'My Calendar' widget
Scenario 1: 'My Calendar' widget - workflow
Specific Setup:
  • 'My Calendar' widget is on the HomeView.
  • A client must be defined with at least one active episode and have documents filed (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • The logged in user must have multiple appointments scheduled on any given day in the current month (Day A).
  • A user must have access to 'Scheduling Calendar' to compare the appointments records with 'My Calendar'.
  • Please note: this scenario is for Avatar NX systems.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot.
  3. Click [Add Appointment].
  4. Enter the desired value in the 'Service Code' field.
  5. Select "Client A" in the 'Client' field.
  6. Select the desired episode in the 'Episode' field.
  7. Select the desired value in the 'Program' field.
  8. Click [Submit].
  9. Validate the 'Appointment Grid' contains the new appointment for "Client A".
  10. Click [Dismiss].
  11. Navigate to the 'My Calendar' widget.
  12. Refresh the 'My Calendar' widget.
  13. Click [Day].
  14. Validate the appointment for "Client A" is displayed.
  15. Access the 'Scheduling Calendar' form.
  16. Right click on the appointment for "Client A".
  17. Click [Check In] and [Submit].
  18. Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
  19. Click [Dismiss].
  20. Navigate to the 'My Calendar' widget.
  21. Refresh the 'My Calendar' widget.
  22. Validate the checked in appointment for "Client A" is displayed.
  23. Select the desired value in the 'Time-Slot Duration' field.
  24. Validate the 'My Calendar' widget displays the checked in appointment for "Client A" using the updated time-slot duration.
  25. Repeat as needed for additional time-slot durations.
  26. Click [Month] and validate the 'Month' view displays as expected and contains the checked in appointment for "Client A".
  27. Validate "Day A" displays as expected.
  28. Click [Week] and validate the 'Week' view displays as expected and contains the checked in appointment for "Client A".
  29. Click [List] and validate the 'List' view displays as expected and contains the checked in appointment for "Client A".
  30. Navigate to the 'All Documents' view.
  31. Select "Client A" and any document.
  32. Validate the document displays as expected in the 'Console Widget Viewer'.
  33. Navigate to the 'My Calendar' widget.
  34. Validate the 'List' view displays as expected and contains the checked in appointment for "Client A".
  35. Click [Day] and validate the 'Day' view displays as expected and contains the checked in appointment for "Client A".
  36. Access the 'Scheduling Calendar' form.
  37. Right click on the appointment for "Client A".
  38. Click [Check Out] and [Submit].
  39. Validate the 'Appointment Grid' contains the checked out appointment for "Client A".
  40. Click [Dismiss].
  41. Navigate to the 'My Calendar' widget.
  42. Refresh the 'My Calendar' widget.
  43. Validate the checked out appointment for "Client A" is displayed.
  44. Select the desired value in the 'Time-Slot Duration' field.
  45. Validate the 'My Calendar' widget displays the checked out appointment for "Client A" using the updated time-slot duration.
  46. Repeat as needed for additional time-slot durations.
  47. Click [Month] and validate the 'Month' view displays as expected and contains the checked out appointment for "Client A".
  48. Validate "Day A" displays as expected.
  49. Click [Week] and validate the 'Week' view displays as expected and contains the checked out appointment for "Client A".
  50. Click [List] and validate the 'List' view displays as expected and contains the checked out appointment for "Client A".
  51. Click [Day] and validate the 'Day' view displays as expected and contains the checked out appointment for "Client A".
  52. Click on the [Calendar] icon.
  53. Validate today's date is highlighted/selected.
  54. Select the desired date.
  55. Validate the 'My Calendar' widget displays the selected date.
  56. Click [today].
  57. Validate the 'My Calendar' widget displays today's date.
Scenario 2: 'My Calendar' Widget - File Progress Notes
Specific Setup:
  • At least 2 clients must be enrolled in an active episode with appointments scheduled (Client A and Client B).
  • User must have the 'My Calendar' widget configured on their myDay view or any associated view.
  • User must have Progress Note forms configured in the 'Appointment Scheduling' tab ('Select Forms') of 'User Definition (User A).
  • "User A" must be associated with a practitioner and have appointments scheduled with "Client A" and "Client B".
  • Must have "Skip Password Entry" enabled in the 'Document Routing Setup' form for the 'Progress Notes (Group and Individual)' form.
Steps
  1. Navigate to the 'My Calendar' widget.
  2. In the 'My Calendar' widget click between the "Month", "Week" and "Day" views and validate they display as expected.
  3. In the 'My Calendar' widget' select the desired value in the 'Time-Slot Duration' field.
  4. Validate the 'My Calendar' widget displays the appropriate view as expected.
  5. Right click on the appointment for "Client A" in 'My Calendar' widget.
  6. Click [Progress Notes (Group and Individual)].
  7. Select any value in the 'Note Type' field.
  8. Populate all required and desired fields.
  9. Click [Submit Note] and [Sign].
  10. Validate a 'Progress Notes' dialog stating "Note filed."
  11. Click [OK].
  12. Navigate to the 'My Calendar' widget.
  13. Validate there is an F icon next to "Client A".
  14. Right click on the appointment for "Client B" in 'My Calendar' widget.
  15. Click [Progress Notes (Group and Individual)].
  16. Select any value in the 'Note Type' field.
  17. Populate all required and desired fields.
  18. Click [Submit Note] and [Sign].
  19. Validate a 'Progress Notes' dialog stating "Note filed."
  20. Click [OK].
  21. Navigate to the 'My Calendar' widget.
  22. Validate there is an F icon next to "Client B".
Topics
• My Calendar • NX
AV-94795 Summary | Details
OE NX - Orders This Episode - Hold, Resume, Renew, and DC - Interaction Checking
Scenario 1: OE NX - Orders This Episode - Schedule II - New, Copy, Modify, Hold, Resume, Resume and Discontinue
Specific Setup:
  • A schedule II pharmacy-type order code must exist. (Order Code A)
  • A frequency code must be configured as a routine frequency with 2 scheduled hours of administration, one at 09:00 AM and one at 09:00 PM, through the "Frequency Code Setup' form. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as an allergy to "Order Code A" filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Populate all required fields.
  4. Click [Add to Scratchpad] and [Sign].
  5. Validate the 'Interactions' dialog is displayed.
  6. Override all interactions and click [Save Override and Exit].
  7. Validate the 'Order grid' contains an order for "Order Code A".
  8. Select the order and click [Hold] and [Add to Scratchpad].
  9. Validate there is no warning icon in the 'Action' column of the 'Scratchpad' and click [Sign].
  10. Validate the 'Order grid' contains the order for "Order Code A" with an 'Order Status' of "Active (On Hold)".
  11. Select the order and click [Resume] and [Add to Scratchpad].
  12. Validate there is no warning icon in the 'Action' column of the 'Scratchpad' and click [Sign].
  13. Validate the 'Order grid' contains the order for "Order Code A" with an 'Order Status' of "Active".
  14. Select the order and click [Renew].
  15. Set the 'Renew' field to any value and click [Days].
  16. Click [Add to Scratchpad]
  17. Validate there is no warning icon in the 'Action' column of the 'Scratchpad' and click [Sign].
  18. Validate the 'Order grid' contains the order for "Order Code A" with an updated 'Stop Date'.
  19. Select the order and click [DC] and [Add to Scratchpad].
  20. Validate there is no warning icon in the 'Action' column of the 'Scratchpad' and click [Sign].
  21. Validate that the order is removed from the 'Order grid'.
Topics
• NX • Order Entry Console
AV-94864 Summary | Details
'My Calendar' widget - Outlook Integration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Microsoft Outlook Calendar
Scenario 1: Avatar NX - 'Outlook 365 Integration" - User set up and "My Calendar" widget validations
Specific Setup:
  • The "Microsoft Azure" cloud computing platform or similar platform, has been setup by the client's system administrators to integrate with "Microsoft 365" to provide the "Microsoft Outlook" application to users
  • The 'Enable Outlook 365 Integration' registry setting has been set to "Y" to enable support for "Outlook 365" integration. [Note: this registry setting is introduced with "RADplus 2023 Update 112"]
  • In the 'System Security Defaults' form, in the "Outlook 365 Integration Configuration" section, the 'Client ID', 'Client Secret' and 'Tenant ID' field values needed for integration provided by the Admin team, have been populated and the form has been submitted successfully.
  • [TestUser] has "Microsoft Outlook" installed on their desktop and has a "Microsoft Outlook" email account assigned to them [TestEmail]
  • [TestUser] has an appointment or meeting [TestApptA], scheduled in their "Microsoft Outlook" on [TestDateA]
  • [TestUser] is also a staff member and has a client appointment [TestApptB], already scheduled on [TestDateB], via the 'Scheduling Calendar'
  • [TestUser] must have 'My Calendar' widget on their myDay view and be logged in.
Steps
  1. At the 'myDay' view, select the "User Menu" icon in the top right corner.
  2. Click "Preferences".
  3. Click the "Calendar" tab and then click "Add Source".
  4. From the "Select Source Type" drop down list, select "Microsoft Outlook".
  5. Click [Add].
  6. At the "Microsoft Sign In", dialog enter the email address [TestEmail] for the logged in user.
  7. Click [Next].
  8. At the "Enter Password" prompt, enter the email login password.
  9. Click [Sign in].
  10. Validate message "Successfully linked Microsoft Outlook account to email [TestUser]".
  11. Click [OK].
  12. Validate "Microsoft Outlook" is added in the source list box.
  13. Validate the check box next to the source is checked.
  14. Click [Save].
  15. Click 'Preferences' to return to the form.
  16. Validate "Microsoft Outlook" is added in the source list box.
  17. Validate the check box next to the source is checked.
  18. Close the form.
  19. At the 'myDay' view, navigate to the 'My Calendar' widget.
  20. Click the "Refresh" button on the widget.
  21. On the calendar, navigate to [TestDateA].
  22. Validate [TestApptA] scheduled in "Microsoft Outlook" is displayed for that day.
  23. On the calendar, navigate to [TestDateB].
  24. Validate [TestApptB], the appointment scheduled in the 'Scheduling Calendar', is displayed on the calendar for that day.
  25. In "Microsoft Outlook".
  26. Open the calendar and delete [TestApptA].
  27. In Avatar NX.
  28. Access the 'Scheduling Calendar' and delete [TestAppB].
  29. Refresh the 'My Calendar' widget.
  30. Validate [TestApptA] and [TestApptB] have been removed from the 'My Calendar' widget.
  31. In "Microsoft Outlook".
  32. Schedule a new meeting [TestMeeting] on a desired date [TestDateC].
  33. In Avatar NX.
  34. Access the scheduling calendar and schedule a new appointment [TestApptD] on a desired date [TestDateD].
  35. Refresh the 'My Calendar' widget.
  36. On the calendar, navigate to [TestDateC].
  37. Validate [TestMeeting] scheduled in "Microsoft Outlook" is displayed in the 'My Calendar' widget for that day.
  38. On the calendar, navigate to [TestDateD].
  39. Validate [TestApptD], the appointment scheduled in form 'Scheduling Calendar', is displayed in the 'My Calendar' widget for that day.
  40. In "Microsoft Outlook".
  41. Navigate to [TestMeeting].
  42. Double click to edit.
  43. Click "Make Recurring".
  44. Select "Daily" from the 'Recurrence pattern' field.
  45. Select the desired date for the 'End by' field.
  46. Click [OK].
  47. Click [Save & Close].
  48. Refresh the 'My Calendar' widget.
  49. On the calendar, navigate to [TestDateC].
  50. Validate [TestMeeting] scheduled in "Microsoft Outlook" is displayed on the calendar for that day and for the upcoming days of the current month.
  51. Click the [Previous month] button and validate [TestMeeting] is not displayed on the calendar for the previous month.
  52. Click the [Next month] button two times and validate [TestMeeting] is displayed on the calendar for all the days of next month from the current month as expected.
Topics
• My Calendar • NX • Scheduling Calendar
AV-94970 Summary | Details
Avatar NX - Send To Do
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
Scenario 1: Avatar NX - Send To Do - Validate deactivated users are not displayed for selection
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Multiple staff members must be defined with associated users (Staff A, Staff B, and Staff C).
  • "Staff A" is associated with "User A" who is logged in.
  • "Staff B" is associated with "User B".
  • "Staff C" is terminated and "User C" is deactivated.
  • "User A" and "User B" must have the 'My To Do's' widget configured to their myDay view.
  • The 'Hide Deactivated Users' registry setting must be enabled.
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form.
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individuals)' form.
  2. Select the desired episode if applicable.
  3. Populate all the required fields.
  4. Click [Send To Do].
  5. Enter "Staff A" in the 'Select Staff' field.
  6. Validate "Staff A" is visible as expected.
  7. Enter "Staff B" in the 'Select Staff' field.
  8. Validate "Staff B" is visible as expected.
  9. Enter "Staff C" in the 'Select Staff' field.
  10. Validate "Staff C is not visible in the 'Select Staff' field as expected.
  11. Enter "Staff A" in the 'Select Staff' field.
  12. Click [Add].
  13. Enter any desired value in the 'Note' field.
  14. Click [Save].
  15. Select "Final" in the 'Draft/Final' field.
  16. Click [Submit Note].
  17. Validate the document displays as expected and click [Sign and Route/Notify].
  18. Enter the password associated with the logged in user and click [Verify].
  19. Enter "Staff B" in the 'Add Approver' field.
  20. Click [Add], [Submit], and [No].
  21. Navigate to the 'My To Do's' widget.
  22. Validate a To Do displays for "Client A".
  23. Click [Review To Do Item].
  24. Validate the 'Review To Do Item' form displays as expected.
  25. Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
  26. Click [Submit].
  27. Validate the To Do no longer displays.
  28. Log out.
  29. Log in as "User B" and navigate to the 'My To Do's' widget.
  30. Validate a To Do displays for "Client A".
  31. Click [Review].
  32. Validate the document displays as expected.
  33. Click [Accept] and [Sign].
  34. Enter the password associated with the logged in user and click [Verify].
  35. Validate the To Do no longer displays.
Topics
• NX • Progress Notes (Group And Individual)
AV-95069 Summary | Details
Avatar NX - Staff Bundles
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
  • Staff Members Hours And Exceptions
Scenario 1: Form Bundler - Validate undocked sequential staff form bundle
Specific Setup:
  • A sequential staff form bundle must be created (Bundle A) containing the following:
  • The 'Practitioner Enrollment' form with a 'Action on 'Stop Entry'' of "Exit Back to Menu"
  • The 'Staff Members Hours and Exceptions' form
  • A practitioner must be defined (Practitioner A).
Steps
  1. Access "Bundle A" undocked.
  2. Validate the pre-display for the 'Practitioner Enrollment' form displays.
  3. Enter and select "Practitioner A".
  4. Validate the form displays as expected.
  5. Click [Submit].
  6. Validate the 'Staff Members Hours and Exceptions' form displays as expected with "Practitioner A" in context.
  7. Make the desired edits.
  8. Click [Submit].
  9. Validate the form closes.
Topics
• Form Bundles • NX • Practitioner Enrollment • Staff Member Hours and Exceptions
AV-95576 Summary | Details
Spreadsheet Batch Remittance Posting - Default guarantor setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Remittance Post Confirmation
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Validating Default Posting Codes using remittance batch
Specific Setup:
  • Posting/Adjustment Codes Definition:
  • An existing posting codes are identified to be used for Payment, Adjustment and Transfer.
  • Admission:
  • An existing client is identified, or a new client is admitted. Note the client's id/name, episode number, admission program.
  • Guarantors/Payors:
  • An existing guarantor is identified, or a new guarantor is created to assign to the client. Note the guarantor's code/name.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client. Note the service start/ end date and service code used.
  • Client Ledger:
  • The services are distributed to the guarantor assigned to the client in the financial eligibility record.
  • Remittance Batch:
  • An existing remittance batch is identified. Note the remittance batch number.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field.
  5. Enter a date in the 'Date Of Receipt' field.
  6. Enter a payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  7. Enter an adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  8. Enter a transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  9. Click the ‘Launch Work Screen’ button.
  10. Enter an ID in the ‘Client’ field.
  11. Select an episode for the selected client in the ‘Ep #’ field.
  12. Select a payor in the ‘Payor’ field.
  13. Select a date in the ‘Begin Date/Svc Date’ field.
  14. Select a date in the ‘End Date/Svc Code’ field.
  15. Verify the ‘Total Charges’ field auto populated.
  16. Verify the ‘Liability’ field auto populated.
  17. Verify the ‘Liability’ amount matches the amount noted in the ‘Client Ledger’ report.
  18. Click [+] in the first column of the row.
  19. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  20. Enter an amount in the ‘Payment Amount’ field.
  21. Validate the 'Payment Code' defaulted to the default payment code defined.
  22. Enter an amount in the ‘Adjust Amount’ field.
  23. Validate the 'Adjustment Code' defaulted to the default adjustment code defined.
  24. Enter an amount in the ‘Transfer Amount’ field.
  25. Validate the 'Transfer Code' defaulted to the default transfer code defined.
  26. Validate the 'Transfer Guar' cell defaulted to the default transfer to guarantor defined.
  27. Verify the 'New Balance' field is updated with the balance after all amounts are updated.
  28. Click the 'Accept' button.
  29. Verify the 'Default Guarantor' displays the default guarantor selected in above steps.
  30. Verify the 'Default Payment Code' displays the default Payment Code selected in above steps.
  31. Verify the 'Default Adjustment Code' field displays the default Adjustment Code selected in above steps.
  32. In the Default Transfer Code field displays the default Transfer Code selected in above step.
  33. In the Default Trans. To Guarantor field displays the default Transfer Guar selected in above steps.
  34. Click the 'Submit' button.
  35. Open the 'Spreadsheet Batch Remittance Posting' form.
  36. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  37. Enter a description in the 'Batch Description' field.
  38. Enter a date in the 'Posting Date' field.
  39. Enter a date in the 'Date Of Receipt' field.
  40. Enter a payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  41. Enter an adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  42. Enter a transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  43. Click the ‘Launch Work Screen’ button.
  44. Enter an ID in the ‘Client’ field.
  45. Select an episode for the selected client in the ‘Ep #’ field.
  46. Select a payor in the ‘Payor’ field.
  47. Select a date in the ‘Begin Date/Svc Date’ field.
  48. Select a date in the ‘End Date/Svc Code’ field.
  49. Verify the ‘Total Charges’ field auto populated.
  50. Verify the ‘Liability’ field auto populated.
  51. Verify the ‘Liability’ amount matches the amount noted in the ‘Client Ledger’ report.
  52. Click [+] in the first column of the row.
  53. Validate that the client's unpaid services display, noting that the first row shows a summation of the unpaid services for the selected guarantor.
  54. Enter an amount in the ‘Payment Amount’ field.
  55. Validate the 'Payment Code' defaulted to the default payment code defined.
  56. Enter an amount in the ‘Adjust Amount’ field.
  57. Validate the 'Adjustment Code' defaulted to the default adjustment code defined.
  58. Enter an amount in the ‘Transfer Amount’ field.
  59. Validate the 'Transfer Code' defaulted to the default transfer code defined.
  60. Select a guarantor in the 'Transfer Guar' field.
  61. Verify the 'New Balance' field is updated with the balance after all amounts are updated.
  62. Click the 'Cancel' button.
  63. Verify the 'Default Guarantor' displays the default guarantor selected in above steps.
  64. Verify the 'Default Payment Code' displays the default Payment Code selected in above steps.
  65. Verify the 'Default Adjustment Code' field displays the default Adjustment Code selected in above steps.
  66. In the Default Transfer Code field displays the default Transfer Code selected in above step.
  67. In the Default Trans. To Guarantor field displays the default Transfer Guar selected in above steps.
  68. Click the 'Discard' button.
Scenario 2: Spreadsheet Remittance Posting - Validating total charges, liability, new balance for the default guarantor and default posting codes
Specific Setup:
  • Posting/Adjustment Codes Definition:
  • Existing posting codes are identified to be used for Payment, Adjustment and Transfer.
  • Admission:
  • Two existing clients are identified, or new clients are admitted. Note the client's id/name, episode number, admission program.
  • Guarantors/Payors:
  • An existing guarantor is identified, or a new guarantor is created to assign to the client. Note the guarantor's code/name.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the clients.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to each client. Note the service start/ end date and service code used.
  • Client Ledger:
  • The services are distributed to the guarantor assigned to the client in the financial eligibility record.
  • Note the 'Total Balance By Guarantor' for the guarantor.
  • Spreadsheet Remittance Batch:
  • An existing spreadsheet remittance batch is identified. Note the remittance batch number.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field.
  5. Enter a date in the 'Date Of Receipt' field.
  6. Enter a payment code to be used as a default payment code in the 'Default Payment Code' field. Note the code to be used.
  7. Enter an adjustment code to be used as a default adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  8. Enter a transfer code to be used as a default transfer code in the 'Default Transfer Code' field. Note the code to be used.
  9. Click the ‘Launch Work Screen’ button.
  10. Enter an ID in the ‘Client’ field.
  11. Verify that the default guarantor is correct in the 'Payor' column.
  12. Verify the ‘Total Charges’ field auto populated correctly.
  13. Verify the ‘Liability’ amount matches the amount noted in the ‘Client Ledger’ report.
  14. Verify that the 'New Balance' field auto populated correctly.
  15. Click the '+' symbol in the leftmost column of the row.
  16. Verify the services between service start date and end date display correctly.
  17. Select one of the service rows.
  18. Enter desired amount in the ‘Payment Amount’ field.
  19. Verify the payment code is auto populated with the defined default payment code.
  20. Enter desired amount in the ‘Adjust Amount’ field.
  21. Verify the adjustment code is auto populated with the defined default adjustment code.
  22. Enter desired amount in the ‘Transfer Amount’ field.
  23. Verify the transfer code is auto populated with the defined default payment code.
  24. Verify the default transfer to guarantor is auto selected in the 'Transfer Guar' field.
  25. Verify the 'New Balance' field is updated correctly.
  26. Click the 'Accept' button.
  27. Select 'Edit Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  28. Select desired batch from the 'Remittance Batch Number' dropdown.
  29. Validate the payment code in the 'Default Payment Code' field. Note the code to be used.
  30. Validate the adjustment code in the 'Default Adjustment Code' field. Note the code to be used.
  31. Validate the transfer code in the 'Default Transfer Code' field. Note the code to be used.
  32. Click the ‘Launch Work Screen’ button.
  33. Validate the first row displays the client, payor, total charges, liability, and new balance for the previous client.
  34. Click [New Row].
  35. Enter a different client id from the above in the ‘Client’ field.
  36. Verify that the default guarantor is correct in the 'Payor' column.
  37. Verify the ‘Total Charges’ field auto populated correctly.
  38. Verify the ‘Liability’ amount matches the amount noted in the ‘Client Ledger’ report.
  39. Verify that the 'New Balance' field auto populated correctly.
  40. Click the '+' symbol in the leftmost column of the row.
  41. Verify the services between service start date and end date display correctly.
  42. Locate to one of the service rows.
  43. Enter desired amount in the ‘Payment Amount’ field.
  44. Verify the payment code is auto populated with the defined default payment code or select desired 'Payment Code' if needed.
  45. Enter desired amount in the ‘Adjust Amount’ field.
  46. Verify the adjustment code is auto populated with the defined default adjustment code or select desired 'Adjustment Code' if needed.
  47. Enter desired amount in the ‘Transfer Amount’ field.
  48. Verify the transfer code is auto populated with the defined default payment code and select different 'Transfer Code' if needed.
  49. Verify the default transfer to guarantor is auto selected in the 'Transfer Guar' field or select desired guarantor in the 'Transfer Guar' field.
  50. Verify the 'New Balance' field is updated correctly.
  51. Click the 'Accept' button.
  52. Click [Submit].
  53. Verify the remittance batch posted message.
  54. Open the 'Client Ledger' form.
  55. Select client used in the above test.
  56. Select all the required fields.
  57. Click [Process].
  58. Verify the client ledger displays all the transactions made in the 'Spreadsheet Batch Remittance Posting' form for the selected client.
  59. Verify the total balance is updated for the guarantor correctly.
  60. Select another client used in the above test.
  61. Select all the required fields.
  62. Click [Process].
  63. Verify the client ledger displays all the transactions made in the 'Spreadsheet Batch Remittance Posting' form for the selected client.
  64. Verify the total balance is updated for the guarantor correctly.
Topics
• NX • Spreadsheet Batch Remittance Posting
AV-95651 Summary | Details
OE NX - Void a Home Medication - Warning.
Scenario 1: OE NX - Voiding 'Reported' orders in Home Medications
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Validate the 'Status' field contains "Active".
  4. Check the 'Reported' checkbox.
  5. Search for and select any medication and click [Save].
  6. Validate the 'Order grid' contains the new 'Reported' order.
  7. Search for and select any medication and click [Save].
  8. Validate the 'Order grid' contains two 'Reported' orders.
  9. Select both orders and click [Void].
  10. Populate all required fields and click [Confirm Void].
  11. Validate the 'Order grid' contains no orders.
  12. Select "Voided Reported" in the 'Status' field.
  13. Validate the 'Order grid' contains both 'Reported' orders that were voided.
  14. Select "Active" in the 'Status' field.
  15. Validate the 'Reported' checkbox is checked.
  16. Search for and select any medication and click [Save].
  17. Validate the 'Order grid' contains the new 'Reported' order with a 'Status' of "Active".
  18. Check the 'Medication history reviewed and completed for Episode #1' checkbox.
  19. Select the 'Admission Reconciliation' tab.
  20. Validate the 'Reported' order is displayed in the 'Home Medications (Pre-Admission)' order grid.
  21. Select the order and click [Add to Scratchpad].
  22. Select the order in the 'Inpatient Medications Scratchpad'.
  23. Populate all required fields and click [Update Order] and [Reconcile and Sign].
  24. Validate an 'Interactions' dialog is displayed.
  25. Override all interactions and click [Save Override and Exit].
  26. Validate the 'Admission Reconciliation' tab is in view-only mode.
  27. Select the 'Home Medications' tab.
  28. Validate the 'Order grid' contains the 'Reported' order.
  29. Select the order and click [Void].
  30. Populate all required fields and click [Confirm Void].
  31. Validate a 'Warning' message is displayed stating "Admission Reconciliation has already been saved for Episode: 1." and click [OK].
Topics
• NX • Order Entry Console
AV-95799 Summary | Details
Avatar NX - Crystal Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Report Viewer
  • Popup Blocker
  • Refresh Caseloads
Scenario 1: Refresh Caseloads
Specific Setup:
  • Have one or more practitioner's on file with one or more clients on their caseloads.
Steps
  1. Access the 'Refresh Caseloads' form.
  2. Select "All" from the 'Individual Or All Practitioners' field.
  3. Click [Process].
  4. Please note, the report may take a while to load.
  5. Validate a 'Form Return' message is displayed stating: "Refresh Caseloads has completed. Do you wish to return to form?"
  6. Click [Yes].
  7. For long load times, a 'Popup Blocker' message is displayed stating: "Your web browser is blocking a window from opening. Click OK to continue".
  8. Click [OK].
  9. Validate the report opens and displays as expected.
  10. Click [Close Report].
  11. Validate the 'Refresh Caseloads' form displays as expected.
  12. Select "Individual" from the 'Individual Or All Practitioners' field.
  13. Click [Process].
  14. Please note, the report may take a while to load.
  15. Validate a 'Form Return' message is displayed stating: "Refresh Caseloads has completed. Do you wish to return to form?"
  16. Click [Yes].
  17. For long load times, a 'Popup Blocker' message is displayed stating: "Your web browser is blocking a window from opening. Click OK to continue".
  18. Click [OK].
  19. Validate the report opens and displays as expected.
  20. Click [Close Report].
  21. Click [Discard].
Topics
• NX • Report Viewer
AV-96136 Summary | Details
NX - Field Maximum Length
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Remittance Processing Widget
Scenario 1: Generic Form Screen Text fields - maxLength property validation
Specific Setup:
  • Home View:
  • The 'Remittance Processing' widget is added in the home view.
  • Posting/Adjustment Codes Definition:
  • The following posting code is identified to be used.
  • Payment:
  • Payment – Cash – 101 (Credit)
  • Admission:
  • An existing client is identified or a new client is admitted. Note the client ID/name, episode number, and admission program.
  • Guarantors/Payors:
  • An existing guarantor is identified or a new guarantor is created to assign to the client. Note the guarantor code/name.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client. Note the service start/ end date and service code used.
  • Client Ledger:
  • The services are distributed to the guarantor assigned to the client in the financial eligibility record.
Steps
  1. Locate the 'Remittance Processing' widget on the home view.
  2. Locate to the 'Batch' section.
  3. Select ‘Create' in the 'Action for Batch' field.
  4. Enter a value that hits the max length of the description field of the batch.
  5. Try to enter more characters that exceed the maximum limit.
  6. Validate that the system restricts us from entering more characters once the max length is met.
  7. Select the desired ‘Receipt Date’.
  8. Enter desired ‘Deposit Date’.
  9. Enter desired ‘Posting Date’.
  10. Enter a value for the 'Check/EFT Number' field that hits the maximum length of the field.
  11. Try to enter more characters that exceed the maximum limit.
  12. Validate that the system restricts us from entering more characters once the max length is met.
  13. Enter a desired value with the limitless huge amount of characters into the 'Comment' field.
  14. Validate that the field is updated with the value entered.
  15. Click [Save Batch].
  16. Validate that we receive the success message for save.
  17. Click [OK].
  18. Select 'Edit Batch' in the 'Action for Batch' field.
  19. Select the remittance batch created in the above steps from the 'Remittance Batch Number' dropdown.
  20. Validate that the filed values are correctly shown for the below fields,
  21. Description.
  22. Check/EFT Number.
  23. Comment.
  24. Navigate to the 'Remittance Details' section.
  25. Add a row and select client and the guarantor records from the setup.
  26. Make a payment entry.
  27. Select 'Save and Exit'.
  28. Validate that we receive the success message for save.
  29. Click [OK].
  30. Select 'Yes' in the 'Remittance Ready to Post' field.
  31. Click [Post Batch].
  32. Validate that we get the success message popup.
  33. Click [OK].
Topics
• NX • Remittance Processing Widget
AV-96386 Summary | Details
Avatar NX - 'Advanced Client Search'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
Scenario 1: 'Advanced Client Search' validations
Specific Setup:
  • A male client must be enrolled in an existing episode with a lengthy name (Client A).
  • The logged in user must have access to the 'Registry Settings' form.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Gender Display" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Enter "F&M" in the 'Registry Setting Value' field.
  5. Click [Submit], [OK] and [No].
  6. Increase the browser zoom to 150%.
  7. Access the "Advanced Client Search" link.
  8. Validate [Close] button is visible.
  9. Click the 'Sex' field.
  10. Validate "Male" and "Female" display as expected.
  11. Click [Close].
  12. Change the browser zoom back to the normal value.
  13. Access the 'Registry Settings' form.
  14. Enter "Gender Display" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Enter "F&M&U" in the 'Registry Setting Value' field.
  17. Click [Submit], [OK], and [No].
  18. Access the "Advanced Client Search" link.
  19. Enter the values associated with "Client A" in the 'Last Name' and First Name' fields.
  20. Click the 'Sex' field.
  21. Validate "Male", "Female", and "Unknown" display as expected.
  22. Select "Male" from the 'Sex' field.
  23. Click [Search].
  24. Validate the search results display all the records as expected.
  25. Click [Clear] and [Close].
Topics
• Client Search • NX • Registry Settings

Avatar_NX_Update_2024.01.03_Details.csv


 

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  2. Tags
    1. content:release
    2. llm-no-index
    3. notes:acceptance