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Avatar NX Update 2024.04.00.01 Acceptance Tests

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AV-97824 Summary | Details
OE -NX - Stop Date is black while converting Reported orders into Rx order
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 Medication Stop Date and Days Supply blank while converting Reported orders into Rx order
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 Home Medication tab.
  2. Check the 'Reported' checkbox.
  3. Search for and select any pharmacy order in the 'New Order' field.
  4. Set the 'Start Date' field to "t-5".
  5. Set the 'End Date' field to "t-4". (This will make this order immediately expired)
  6. Select "Client Reported" in the 'Reported Source' field.
  7. Populate any remaining required fields and click [Save].
  8. Select "All" from the 'Status' field.
  9. Validate the order created appears in the 'Order grid'.
  10. Select the order created and click [Make RX].
  11. Validate the 'Days Supply' and 'Stop Date' are blank.
  12. Click [Add to Scratchpad] and validate the order in scratchpad has red flag for missing 'Stop Date'.
  13. Populate the 'Stop Date' and 'Days Supply' for the order in the scratchpad and click [Update Order].
  14. Click [Final Review] and [Sign].
Topics
• Order Entry Console
AV-97838 Summary | Details
OE NX - Discharge Reconciliation - with user who has "Use Staff Member As Ordering Practitioner" set to "No".
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 - Discharge Med Reconciliation - Validate the correct 'Ordering Practitioner' is displayed
Specific Setup:
  • The logged in user must contain an apostrophe in the 'User Description'. (User A)
  • Two practitioners must exist. (Practitioner A and Practitioner B)
  • "Practitioner A" is associated with "User A", who is logged into the application.
  • Two clients must have active inpatient episodes and no active orders. (Client A and Client B).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well 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. Search for and select "Client A".
  2. Access the Order Entry Console and select the 'Discharge Reconciliation' tab.
  3. Uncheck the 'No Prescription Required' checkbox.
  4. Search for and select any medication in the 'New Order' field.
  5. Populate all required fields and click [Add to Scratchpad].
  6. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  7. Search for and select "Practitioner B" in the 'Ordering Practitioner' field and click [Hold in Pending Status].
  8. Validate that the 'Discharge Med Reconciliation' tab is in view-only mode aside from the following being enabled: [Restart Reconciliation], [Edit Pending Reconciliation], and [Activate & Reconcile].
  9. Validate the 'Ordering Practitioner' field contains "Practitioner B".
  10. Select "Client B" in the 'My Clients' widget
  11. Access the Order Entry Console and select the 'Discharge Reconciliation' tab/
  12. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  13. Select "Client A" in the 'My Clients' widget
  14. Access the 'Discharge Reconciliation' tab and validate the 'Ordering Practitioner' field contains "Practitioner B".
  15. Click [Activate & Reconcile] and [Sign].
  16. Validate that the 'Discharge Reconciliation' tab is in view-only mode.
  17. Validate the 'Ordering Practitioner' field contains "Practitioner B".
  18. Select "Client B" in the 'My Clients' widget
  19. Access the 'Discharge Reconciliation' tab and validate the 'Ordering Practitioner' field contains "Practitioner A".


Scenario 2: OE NX - Discharge Med Reconciliation - Validate the Correct 'Ordering Practitioner' is Displayed - No Default Practitioner
Specific Setup:
  • A user must have the 'Use Staff Member As Ordering Practitioner' field in the 'Order Entry User Definition' form set to "No". (User A)
  • Please log out of the application and log back in after completing the above configuration.
  • A practitioner must exist who can be used as an 'Ordering Practitioner'. (Practitioner A)
  • Two clients must have active inpatient episodes and no active orders. (Client A and Client B)
  • “Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "User A" must be logged into the application.
Steps
  1. Search for and select "Client A".
  2. Access the Order Entry Console and select the 'Discharge Reconciliation' tab.
  3. Validate the 'Ordering Practitioner' field is blank.
  4. Search for and select "Practitioner A" in the 'Ordering Practitioner' field.
  5. Uncheck the 'No Prescription Required' checkbox.
  6. Search for and select any medication in the 'New Order' field.
  7. Populate all required fields and click [Add to Scratchpad] and [Hold in Pending Status].
  8. Validate that the 'Discharge Reconciliation' tab is in view-only mode aside from the following being enabled: [Restart Reconciliation], [Edit Pending Reconciliation], and [Activate & Reconcile].
  9. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  10. Select "Client B" in the 'My Clients' widget
  11. Access the 'Discharge Reconciliation' tab and validate the 'Ordering Practitioner' field is blank.
  12. Select "Client A" in the 'My Clients' widget
  13. Access the 'Orders This Episode' tab and then the 'Discharge Reconciliation' tab and validate the 'Ordering Practitioner' field contains "Practitioner A".
  14. Click [Activate & Reconcile] and [Sign].
  15. Validate that the 'Discharge Med Reconciliation' tab is in view-only mode.
  16. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  17. Select "Client B" in the 'My Clients' widget
  18. Access the 'Discharge Med Reconciliation' tab and validate the 'Ordering Practitioner' field is blank.
Scenario 3: OE NX - Discharge Med Reconciliation - with user who has "Use Staff Member As Ordering Practitioner" set to "No".
Specific Setup:
  • A user must have the 'Use Staff Member As Ordering Practitioner' field in the 'Order Entry User Definition' form must be set to "No". (User A)
  • Please log out of the application and log back in after completing the above configuration.
  • A practitioner must exist who can be used as an 'Ordering Practitioner'. (Practitioner A)
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
  • "User A" must be logged into the application.
Steps
  1. Search for and select "Client A".
  2. Access the Order Entry Console and select the 'Home Medications' tab.
  3. Validate the 'Ordering Practitioner' field is blank.
  4. Search for and select "Practitioner A".
  5. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  6. Validate the 'Program' field contains the program associated with "Client A".
  7. Search for and select any medication in the 'New Order' field.
  8. Fill out all required fields
  9. Click [Add to Scratchpad] and [Final Review].
  10. Validate the 'Final Review' dialog is displayed.
  11. Select "None" in the 'Output' field and click [Sign].
  12. Validate the order is displayed in the 'Order grid'.
  13. Select the 'Discharge Reconciliation' tab.
  14. Validate the 'Ordering Practitioner' field is blank.
  15. Search for and select "Practitioner A".
  16. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  17. Validate the 'Program' field should contain the program associated with "Client A".
  18. Validate there is an order in the 'Home Medications Scratchpad (Post-Discharge)'.
  19. Set the 'Dispense Days Supply - Inhouse Pharmacy' field to any value and click [Hold in Pending Status].
  20. Logout and log back in to the application as "User A".
  21. Access the Order Entry Console and select the 'Discharge Reconciliation' tab.
  22. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  23. Validate the 'Program' field contains the program associated with "Client A".
  24. Click [Restart Reconciliation].
  25. Validate the 'Ordering Practitioner' field does not contain a value.
  26. Validate the 'Program' field does not contain a value.
  27. Search for and select "Practitioner A".
  28. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  29. Validate the 'Program' field contains the program associated with "Client A".
  30. Select the order in 'Home Medications Scratchpad (Post-Discharge)' and click [DC].
  31. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  32. Validate the 'Program' field contains the program associated with "Client A".
  33. Click [Review and Sign].
  34. Validate the 'Final Review' dialog is displayed.
  35. Select "None" in the 'Output' field and click [Sign].
  36. Validate the 'Discharge Reconciliation' tab is in view-only mode.
Topics
• Order Entry Console
AV-97894 Summary | Details
Home Med - Reported Source
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Order Entry Console
  • Registry Settings (CWS)
Scenario 1: OE NX - Home Medications - new 'Reported' order - 'Reported Source' with default value as blank
Specific Setup:
  • The 'Avatar Order Entry -> Facility Defaults -> Client Profile ->->-> Default for 'Reported Source' in OE Console (Home Meds Section)' registry setting must not contain a value.
  • The 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form or the 'Order Entry User Role' form must have "Reported" checked.
  • 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. Click on 'Home Medications' tab.
  3. Validate that the 'Client Reported' checkbox is checked.
  4. Search for and select any medication in the 'New Order' field.
  5. Validate the 'Reported Source' field exists and that it contains no default value.
  6. Validate the 'Reported Source text' field exists.
  7. Select any value in the 'Reported Source' field, populate the 'Reported Source text' field, and click [Save].
  8. Validate the 'Order grid' contains the 'Reported' order with the 'Reported Source' and 'Reported Source text' values displayed.
Topics
• Order Entry Console
AV-97918 Summary | Details
OE NX - Admission Medication Reconciliation - Pending status
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Orders This Episode
Scenario 1: OE NX - Admission Med Rec - Edit Pending Reconciliation - Hold in Pending Status, Active and Reconcile
Specific Setup:
  • The 'Default to Client Reported' checkbox is checked for the logged in user in the 'Order Entry User Definition' form.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an 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. Create an order "Order A".
  3. Click the 'Home Medications' tab.
  4. Create a 'Reported' order "Order B" with 'Reported Source' and 'Reported Source Text'
  5. Validate the 'Order grid' contains "Order B Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  6. Click the 'Admission Reconciliation' tab.
  7. Hover over "Order B" and validate "Reported Source: Reported, Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported" is displayed.
  8. Validate the 'Inpatient Medications Scratchpad' contains "Order A".
  9. Select the order in the 'Home Medications (Pre-Admission)' and click [Add to Scratchpad].
  10. Populate the required fields and click [Update Order].
  11. Click [Hold in Pending Status].
  12. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  13. Click the 'Orders This Episode' tab.
  14. Validate 'New Order' is disabled.
  15. Validate "New orders are not allowed until Admission Med Reconciliation for this episode is active" message is shown when hovering over the 'New Order' field. (This message is only for myAvatarNX and not for myAvatar.)
  16. Validate 'My Favorites' is enabled.
  17. Click 'My Favorites' and validate [Add to Scratchpad] is disabled.
  18. Select any order from list and validate [Add to Scratchpad] is disabled.
  19. Click [Close].
  20. Click the 'Admission Reconciliation' tab.
  21. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  22. Click [Edit Pending Reconciliation].
  23. Validate the 'Warning' message is displayed stating "Admission Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [OK].
  24. Create a new order "Order B" and click [Add to Scratchpad]
  25. Click [Hold in Pending Status].
  26. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  27. Click [Activate for Reconciliation].
  28. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Topics
• Order Entry Console
AV-97968 Summary | Details
OE NX - Home Medications - Status
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 - Home Medications - Status filter
Specific Setup:
  1. A Client must have an active episode. (Client A)
  2. "Client A" must have the following orders on the 'Home Medications' tab of the Order Entry Console:
  3. 4 Active Reported
  4. 11 Active
  5. 5 Discontinued
  6. 4 Expired
  7. 5 Pending
  8. 5 Reordered
  9. 5 Voided Reported
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Set the 'Status' field to "Active Reported" and validate there are 4 orders displayed
  4. Set the 'Status' field to "Active" and validate there are 11 orders displayed.
  5. Set the 'Status' field to "Discontinued" and validate there are 5 orders displayed.
  6. NOTE: The "Discontinued" status has been updated to contain all statuses containing "Discontinued", if there are orders that are "Discontinued (Modify)", "Discontinued Reported", or "System Discontinued", these orders will also display when selecting "Discontinued".
  7. Set the 'Status' field to "Expired" and validate there are 4 orders displayed.
  8. Set the 'Status' field to "Pending" and validate there are 5 orders displayed.
  9. Set the 'Status' field to "Reordered" and validate there are 5 orders displayed.
  10. Set the 'Status' field to "Voided Reported" and validate there are 5 orders displayed.
  11. Set the 'Status' field to "All" and validate there are 39 orders displayed.
Topics
• Home Medications

Avatar_NX_Update_2024.04.00.01_Details.csv