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Avatar NX Update 2024.04.02 Acceptance Tests

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AV-75318 Summary | Details
Avatar NX - 'IMO Diagnosis' field
Scenario 1: 'All Documents' widget - validate report for user defined assessment
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • A user defined assessment with a report configured must exist (Form A).
  • "Form A" must have an 'IMO Diagnosis' search field configured (Field A).
Steps
  1. Select "Client A" and access 'Form A'.
  2. Populate all required fields.
  3. Enter and select the desired value in "Field A".
  4. Hover over "Field A" and validate the tool tip displays as expected.
  5. Click [Submit].
  6. Navigate to the 'All Documents' view.
  7. Select 'All Forms'.
  8. Select "Form A" in the 'Form Description' field.
  9. Validate the entry from the previous steps is present.
  10. Validate the 'Time' field displays.
  11. Select the entry and validate it displays in the 'Console Widget Viewer'.
  12. Validate the 'Launch Report' button exists.
  13. Click [Launch Report].
  14. Validate a report displays with the information filed in the previous steps.
  15. Close the report.
Topics
• Modeling
AV-78094 Summary | Details
Spreadsheet Charge Input
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Walk-in Clinic Registration/Waiting Room
  • Walk-in Clinic/Waiting Room
Scenario 1: Spreadsheet Charge Input - Creating multiple charges via spreadsheet
Specific Setup:
  • Client A must be enrolled in at least one admission program where 'Use the Selected Location As Default' is set to "Yes".
  • Client A must be admitted into multiple episodes.
  • Client B is enrolled in one episode.
Steps
  1. Open 'Spreadsheet Charge Input'.
  2. Enter desired data for ‘Client A’ in all required fields of row 1, selecting the episode with the default service location.
  3. Validate that the location is defaulted when the episode is selected.
  4. Note the date and episode of service.
  5. Enter desired data for ‘Client A’ in all required fields of row 2, selecting a different episode. Note the date of service.
  6. Enter desired data for ‘Client A’ in all required fields of row 1. Note the date and episode of service.
  7. Click [Save].
  8. Validate that the ‘Continue Filing’ message is received.
  9. Click [Yes].
  10. Validate that the ‘Filing Complete’ message is received.
  11. Click [OK].
  12. Open ‘Client Ledger’ for ‘Client A’.
  13. Select ‘All Episodes’ in ‘Claim/Episode/All Episodes’.
  14. Select ‘Simple’ in ‘Ledger Type’.
  15. Enter the first date of service in ‘From Date’.
  16. Click [Process].
  17. Validate that the services display in the ledger report.
  18. Open ‘Client Ledger’ for ‘Client B’.
  19. Select ‘All Episodes’ in ‘Claim/Episode/All Episodes’.
  20. Select ‘Simple’ in ‘Ledger Type’.
  21. Enter the date of service in ‘From Date’.
  22. Click [Process].
  23. Validate that the service displays in the ledger report.
Scenario 2: 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. Search for and select the desired value in the 'Allergen/Reactant' field.
  9. Enter the desired date in the 'Date Recognized' field.
  10. Select the desired value in the 'Status' field.
  11. Select the desired value in the 'Reactions' field.
  12. Select the desired value in the 'Reaction Severity' field.
  13. Enter the desired value in the 'Onset' field.
  14. Enter the desired value in the 'Treatment' field.
  15. Enter the desired value in the 'Comments' field.
  16. Validate the 'History' column is displayed.
  17. Click [Save].
  18. Validate the 'Allergies and Hypersensitivities' grid is no longer displayed.
  19. Click [Update].
  20. Validate the allergy added in the previous steps is displayed as expected.
  21. Click [View] in the 'History' field.
  22. Validate 'History' dialog displays a row with the following data:
  23. Action - Added
  24. Date
  25. Allergen/Reactant
  26. Status
  27. Reaction Severity
  28. User
  29. Close the dialog.
  30. Select any new value in the 'Status' field.
  31. Click [Save] and [Submit].
  32. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  33. Click [Update].
  34. Validate the allergy filed in the previous steps is displayed with the updated 'Status'.
  35. Click [View] in the 'History' field.
  36. Validate the 'History' dialog displays a second row with the following data:
  37. Action - Updated
  38. Date
  39. Allergen/Reactant
  40. Status - Contains the updated 'Status'
  41. Reaction Severity
  42. User
  43. Close the dialog and the form.
Scenario 3: Waiting Room - Validate auto refresh with multiple windows open
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • The 'Enable Clinic Scheduling' registry setting must be set to "Y".
  • The 'Walk-in Clinic Registration/Waiting Room' widget must be accessible on the user's myDay view.
  • A site is defined with time slots for clinic hours in 'Site Registration' (Site A), (Time Slot A).
  • A client is enrolled in an existing episode (Client A).
  • Must be logged into Avatar NX with two windows (Window A & Window B).
  • The 'Walk-in Clinic Registration/Waiting Room' widget must be opened in both windows.
Steps
  1. Navigate to "Window A".
  2. Add a client to the wait list in the 'Walk-in Clinic Registration/Waiting Room' widget.
  3. Navigate to "Window B".
  4. Validate the 'Walk-in Clinic Registration/Waiting Room' widget has refreshed and displays the newly added client.
  5. Access the staff 'Walk-in Clinic/Waiting Room' widget in both "Window A" and "Window B".
  6. Navigate to "Window B".
  7. Select "In Treatment" in the 'Action' field for the newly added client.
  8. Validate the client has been removed from the list and transitioned to In Treatment.
  9. Navigate to "Window A".
  10. Validate the staff 'Walk-in Clinic/Waiting Room' widget has refreshed and the client has been removed from the list and transitioned to In Treatment.
Scenario 4: Waiting Room - Validate the 'Stage' field
Specific Setup:
  • Please note: this is for Avatar NX systems only.
  • The 'Enable Clinic Scheduling' registry setting must be set to "Y".
  • The 'Walk-in Clinic Registration/Waiting Room' and 'Walk-in Clinic/Waiting Room' widgets must be accessible on the user's myDay view.
  • A site is defined with time slots for clinic hours in 'Site Registration' (Site A), (Time Slot A).
  • Staff members are defined with hours for scheduling at "Site A".
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Dictionary Update' PM form.
  2. Select "Appointment Other Tabled Files" in the 'File' field.
  3. Select "(50105) Stage" in the 'Data Element' field.
  4. Enter "1" in the 'Dictionary Code' field.
  5. Enter "Stage 1" in the 'Dictionary Value' field.
  6. Click [Apply Changes].
  7. Validate a message is displayed stating: Filed!
  8. Click [OK].
  9. Enter "2" in the 'Dictionary Code' field.
  10. Enter "Stage 2" in the 'Dictionary Value' field.
  11. Click [Apply Changes].
  12. Validate a message is displayed stating: Filed!
  13. Click [OK] and close the form.
  14. Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget.
  15. Select "Site A" in the 'Waiting Room/Site' field.
  16. Select "Client A" in the 'Add Client' field.
  17. Validate the 'Select Episode' and 'Service Program' populate with the existing episode information.
  18. Populate any other desired fields.
  19. Click [Add to Wait list] and [OK].
  20. Validate "Client A" has been added to the Wait list.
  21. Validate the 'Stage' field contains "Stage 1" and "Stage 2".
  22. Select "Stage 1" in the 'Stage' field for "Client A".
  23. Validate the 'Stage' field now contains "Stage 1".
  24. Access the 'Dictionary Update' PM form.
  25. Select "Appointment Other Tabled Files" in the 'File' field.
  26. Select "(50105) Stage" in the 'Data Element' field.
  27. Select "Stage 2" in the 'Active Dictionary Code' field.
  28. Click [Select Inactive Dictionary Code] and [Yes].
  29. Validate a message is displayed stating: Inactivated!!
  30. Click [OK] and close the form.
  31. Navigate to the 'Walk-in Clinic Registration/Waiting Room' widget.
  32. Validate "Stage 1" is still selected in the 'Stage' field for "Client A".
  33. Validate the 'Stage' field no longer contains "Stage 2" since the dictionary code has been inactivated.
Topics
• Waiting Room
AV-79636 Summary | Details
OE NX- 'Refill' shows values account to Compound Medicine
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Recipe Maintenance
Scenario 1: OE NX - Orders this Episode - Compound Medicine (Recipe) Refills
Specific Setup:
  • A Recipe (Recipe A) must be configured using the 'Recipe Maintenance' form in such way that it has pharmacy-type order codes:
  1. "Order Code A" (Schedule IV) that has 'Use as main Order Code on order' set to "Yes" and 'Base Component' set to "Yes"
  2. "Order Code B" (Schedule III) that has 'Use as main Order Code on order' set to "No" and 'Base Component' set to "No"
  3. "Order Code C" (Schedule II) that has 'Use as main Order Code on order' set to "No" and 'Base Component' set to "No"
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as 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 "Recipe A" from the 'New Order' field.
  3. Validate the 'New Order' field is equal to "Order Code A".
  4. Validate the 'Ingredients' field has row for "Order Code B" and "Order Code C"
  5. Validate the 'Refills' dropdown has only "0" value to select.
  6. Delete the row for "Order Code C" from 'Ingredients' list.
  7. Validate the 'Refills' dropdown has values from "0" to "5" to select.
  8. Delete the row of "Order Code B" from 'Ingredients' list.
  9. Validate 'Refills' dropdown has values from "0" to "11" to select.
  10. Use "+" sign to add the row for 'Ingredients'.
  11. Add "Order Code C" as 'Ingredients'
  12. Validate 'Refills' dropdown has only "0" value to select.
  13. Populate all the required fields.
  14. Click [Add to Scratchpad], [Final Review] and [Sign].
  15. Validate the 'Order grid' contains an order for "Order Code A with Ingredients mentioning "Order Code C" along with other details like 'Dose',' Dose Unit' and 'Freq' fields.
Topics
• Order Entry Console
AV-79721 Summary | Details
OE NX - Staff records returning in the 'Clinician Name' search results for consult orders
Scenario 1: OE NX - Orders This Episode - Create a new 'Consult' order, copy order, modify order and DC order.
Specific Setup:
  • A client must have any value checked for "Practitioner Categories For Coverage" and "Discipline" in the "Practitioner Enrollment" form.
  • An 'Order Type' of "Consult Order" must exist in the Order Entry Tabled Files '(500) Order Types' dictionary with the following extended attributes set:
  • '(501) Order Type Category' extended attribute = "Consult"
  • '(506) Default Orders To Open-Ended When No Default Duration' = "No"
  • '(561) Display/Require Consult Clinician Name/Team prompts' = "Show both, require neither"
  • '(565) Default Consult 'Clinician Team' prompt based on 'Clinician Name' = "Yes"
  • Please log out of the application and log back in after completing the above configuration.
  • A user role must exist that has the ability to perform actions for "Consult Orders". This is done in the 'Order Entry User Role' form. (OE User Role A)
  • A user must exist who is associated with "OE User Role A". (User A)
  • A team must be defined in 'Team Definition' with the following configuration (Team A):
  • 'Physician Team' set to "Yes"
  • 'Team Accepts Consult Orders' is set to "Yes"
  • "User A" must be selected after clicking [Select Users]
  • 'Disable Adding Client to Caseload' is set to "No"
  • 'Use Team Finalizer as Default Supervisor for Document Routing' is set to "No"
  • A consult-type order code must exist that has "Team A" selected in the 'Limit Consult 'Clinician Team' prompt to the following Team' field and the 'Limit Consult 'Clinician Name' Prompt to Staff members having the following Category' field must have multiple values selected and must have the value associated with the Staff Member associated with "User A" selected. (Consult 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.
  • "User A" is logged in to the application.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select “Consult Order Code A” in the ‘New Order Field’.
  3. Search for and select “User A” in the ‘Clinician Name’ field.
  4. Validate “Team A” is selected by default in the ‘Clinician Team’ field.
  5. Set the ‘Frequency’ field to “AS NEEDED”.
  6. Set the ‘Duration’ field to “48” and click [Hours].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the ‘Order grid’ contains an order for “Consult Order Code A”.
  9. Access the 'Dictionary Update CWS' form.
  10. Select "Order Entry Tabled Files" from the 'File' field.
  11. Search and select "(500) Order Types" from the 'Data Element' list.
  12. Set 'Dictionary Code text' to "CO" and validate the 'Dictionary Value' is equal to "Consult".
  13. Search for and select "(565) Default Consult 'Clinician Team' prompt based on "Clinician Name" in the 'Extended Data Element' field.
  14. Select "No" from the 'Extended Dictionary Value (Single Dictionary)'.
  15. Click [Apply Changes].
  16. Log out of the application and log back in.
  17. Select “Client A” and access the Order Entry Console.
  18. Search for and select “Consult Order Code A” in the ‘New Order Field’.
  19. Search for and select “User A” in the ‘Clinician Name’ field.
  20. Select “Team A” in the ‘Clinician Team’ field.
  21. Populate all required fields and Click [Add to Scratchpad] [Sign].
  22. Validate the 'Order grid' contains the order created for "Consult Order Code A".
Topics
• Order Entry Console
AV-81042 Summary | Details
OE NX - SSI Template - Copying/Modifying
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR
  • eMAR NX - Dynamic Form - MEDICATION WARNING
  • Frequency Code Setup
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - Sliding Scale Insulin order - Copy/Modify with validation in eMAR NX
Specific Setup:
  • An order code must have the 'Enable Sliding Scale Insulin Instructions' checkbox checked in the 'Order Code Setup' form (Order Code A).
  • The '(544) Character limit for Additional Instructions' extended attribute must not contain a value in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out and then log back in after completing the above dictionary setting.
  • A template must exist in the 'Sliding Scale Insulin Template Setup' form. (Sliding Scale Insulin Template A).
  • A frequency code must exist that has administration times at "09:00 AM", "03:00 PM", and "09:00 PM". (3 Times a Day)
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • Note: Testing assumes that it is after "03:00 PM".
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 [SSI].
  4. Validate the 'Sliding Scale Instructions' dialog is displayed.
  5. Select "Sliding Scale Insulin Template A" in the 'Template' field and click [New Row].
  6. Set the values for Row 1 and click [New Row].
  7. Set the values for Row 2 and click [New Row].
  8. Set the values for Row 3 and click [New Row].
  9. Set the values for Row 4 and click [Save].
  10. Select "3 Times A Day" in the 'Freq' field, populate any remaining required fields, and click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains the order created.
  12. Select the order from the 'Order grid' and click [Copy].
  13. Click [SSI] and validate the 'Sliding Scale Instructions' dialog is displayed.
  14. Validate the 'Template' field contains "Sliding Scale Insulin Template A", that all rows are displayed correctly, and click [Close/Cancel].
  15. Populate all required fields and click [Add to Scratchpad] and [Sign].
  16. Validate the 'Order grid' contains two orders.
  17. Select the first order in the 'Order grid' and click [Modify].
  18. Click [SSI] and validate the 'Sliding Scale Instructions' dialog is displayed.
  19. Validate the 'Template' field contains "Sliding Scale Insulin Template A", that all rows are displayed correctly, and click [Close/Cancel].
  20. Populate all required fields and click [Add to Scratchpad] and [Sign].
  21. Validate the 'Order grid' contains two orders.
  22. Access 'eMAR NX'.
  23. Click [Scan Patient], select any reason, and click [Save].
  24. Validate the orders are displayed.
  25. Click on the ellipsis in 'Order Information' and select 'Order Details'.
  26. Validate the 'Order Details' dialog is displayed and the Sliding Scale Insulin Information for "Sliding Scale Insulin Template A" is displayed correctly and close the dialog.
  27. Click [2100 Due] for one of the orders.
  28. Validate the dialog "Warning! The following issues require addressing:<br>To continue with this administration, please enter a reason in the box below" is displayed.
  29. Set "any value" and click [Ok].
  30. Click [Administer], [Acknowledge], and [Educate].
  31. Enter any value in the 'Blood Glucose (mg/dL) field.
  32. Click [View Sliding Scale].
  33. Validate the 'Sliding Scale Instructions' dialog is displayed and the Sliding Scale Insulin Information for "Sliding Scale Insulin Template A" is displayed correctly.
  34. Validate the correct value is selected and click [Select Dose].
  35. Populate the remaining required fields.
  36. Click [Address Alerts], override all alerts and click [Save Override(s)] and [Close].
  37. Click [Save] and validate the administration data is displayed in the cell under the "2100" column.
Topics
• eMAR NX • Order Entry Console
AV-81066 Summary | Details
OE NX - Admission Med Reconciliation - Button label Changes - when in External Pharmacy Mode and in a Pre-Admit episode
Scenario 1: OE NX - Admission Med Rec - Add to Scratchpad and Reconcile & Review.
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as 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 "KADIAN 20 MG CAPSULE, EXTENDED RELEASE ORAL" from the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad] and [Final Review].
  4. Validate the 'Interactions' dialog is displayed.
  5. Override all interactions and click [Save Override and Exit].
  6. Validate the order for "KADIAN" is displayed in the 'Order grid'.
  7. Select the 'Home Medications' tab.
  8. Search for and select "Ritalin 20 MG Tablet Oral" from the 'New Order' field.
  9. Populate all required fields and click [Add to Scratchpad], [Final Review], and [Sign].
  10. Select the 'Admission Med Reconciliation' tab.
  11. Validate an order for "Ritalin 20 MG Tablet Oral (Schedule II)" is displayed in the 'Home Medications (Pre-Admission)' order grid.
  12. Validate an order for "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" is displayed in the 'Inpatient Medications Scratchpad'.
  13. Select the "Ritalin" order and click [Add to Scratchpad].
  14. Validate the "Ritalin" order appears in the 'Inpatient Medications Scratchpad' with a red flag and a warning icon in the 'Action' column.
  15. Select the "Ritalin" order in the 'Inpatient Medications Scratchpad'.
  16. Populate all required fields and click [Update Order].
  17. Validate the 'New Order' field does not contain a value.
  18. Select the "KADIAN" order in 'Inpatient Medications Scratchpad' and click [Modify]
  19. Validate the 'New Order' field contains "KADIAN (MORPHINE SULFATE) 20 MG ORAL CAPSULE, EXTENDED RELEASE ORAL (Schedule II)".
  20. Set the 'Dose' field to "2" and populate all required fields and click [Update Order].
  21. Validate the warning icon is displayed in the 'Action' column of the 'Inpatient Medications Scratchpad' for both orders.
  22. Click [Reconcile & Review].
  23. Validate the ‘Interactions’ dialog is displayed.
  24. Override all interactions and click [Save Override and Exit].
  25. Validate the 'Final Review' dialog is displayed.
  26. Select "None" for both orders and click [Sign].
  27. Validate the 'Admission Med Reconciliation tab displays in view-only mode.
  28. Validate the warning icon is no longer displayed in the 'Action' column of the 'Inpatient Medications Scratchpad' for both orders.
Topics
• Order Entry Console
AV-81067 Summary | Details
OE NX - Admission Med Reconciliation - Drug to Drug Interactions
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 - Drug to Drug Interactions via Direct CKO server in the Order Entry Console (Admission Med Reconciliation section).
Specific Setup:
  • The 'Order Entry Clinical Screening System Defaults' form must be configured for Direct CKO Server and must include the following:
  • "Drug-Drug Interactions" must be selected in the 'Types of Screening Performed Via Direct CKO Server Connection' field.
  • "Active" and "Requires Validation" must be selected in the 'Include Orders With The Following Order Statuses In Clinical Screening' field.
  • 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 the 'Admission Medication Reconciliation' tab.
  3. Search for and select "Warfarin Sodium 4 MG Tablet ORAL" in the 'New Order' field.
  4. Populate all required fields and click [Add to Scratchpad].
  5. Search for and select "ASPIRIN-OMEPRAZOLE 325 MG-40 MG TABLET, DELAYED RELEASE ORAL" in the 'New Order' field.
  6. Populate all required fields and click [Add to Scratchpad].
  7. Validate the 'Inpatient Medications Scratchpad' contains the following orders: "ASPIRIN-OMEPRAZOLE 325 MG-40 MG TABLET, DELAYED RELEASE" and "Warfarin Sodium 6 MG Tablet".
  8. Click [Hold in Pending Status].
  9. Validate the 'Interactions' dialog is displayed and contains a 'Drug-To-Drug Interaction'.
  10. Override all interactions and click [Save Override and Exit].
  11. Click the 'Orders This Episode' tab and click 'Admission Medication Reconciliation' tab.
  12. Click [Edit Pending Reconciliation].
  13. Validate the "Admission Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." message is displayed and click [OK]
  14. Click [Activate for Reconciliation].
  15. Validate the 'Admission Medication Reconciliation' tab is in view-only mode.
Scenario 2: OE NX - Drug-Drug interactions on Home Medications
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 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 and click the 'Home Medications' tab.
  2. Search for and select "Ondansetron 8 MG Tablet Oral" in the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad].
  4. Search for and select "Amiodarone 200 MG Tablet Oral" in the 'New Order' field.
  5. Populate all required fields and click [Add to Scratchpad].
  6. Search for and select "Diflucan 150 MG Tablet Oral" in the 'New Order' field.
  7. Populate all required fields and click [Add to Scratchpad] and [Final Review].
  8. Validate the 'Interactions' dialog is displayed with the appropriate Drug-Drug interactions.
  9. Override all interactions and click [Save Override and Exit].
  10. Validate the 'Final Review' dialog is displayed and click [Sign].
  11. Validate that the three new orders appear on the 'Order grid'.
  12. Click the 'Discharge Reconciliation' tab.
  13. Uncheck the 'No Prescription Required' checkbox.
  14. Search for and select "Aspirin 81 MG, Oral Tablet, Enteric Coated" in the 'New Order' field.
  15. Populate all required fields and click [Add to Scratchpad].
  16. Search for and select "Warfarin 10 MG Oral Tablet" in the 'New Order' field.
  17. Populate all required fields and click [Add to Scratchpad] and [Review and Sign].
  18. Validate the 'Interactions' dialog is displayed with the appropriate Drug-Drug interactions.
  19. Override all interactions and click [Save Override and Exit].
  20. Validate the 'Final Review' dialog is displayed and click [Sign].
  21. Validate the 'Discharge Reconciliation' tab is in view-only mode.
  22. Click the 'Home Medications' tab.
  23. Validate that the 'Order grid' contains 5 orders.
  24. Select all orders and click [DC], [Add to Scratchpad] and [Final Review].
  25. Validate the 'Final Review' dialog is displayed and click [Sign].
  26. Validate the 'Order grid' contains no active orders.
Topics
• Home Medications • Order Entry Console
AV-81480 Summary | Details
OE NX - Orders This Episode - Lab Orders - External Lab Vendor
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Order Entry Console - Order Group
  • Order Group Setup
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - External Lab Vendor not required with no lab vendors set up in 'Order Code Setup' - Order Group
Specific Setup:
  • Two lab-type order codes must exist. (Lab Code A)(Lab Code B)
  • "Lab Code A" must not have an External Lab Vendor associated with it in the 'Order Code Setup' form.
  • "Lab Code B" must have at least one External Lab Vendor associated with it in the 'Order Code Setup' form.
  • An order group must exist that contains both "Lab Code A" and "Lab Code B". (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 "Order Group A" in the 'New Order' field.
  3. Check the checkbox next to "Lab Code A".
  4. Populate all other required fields.
  5. Validate the 'External Lab Vendor Destination' field is hidden.
  6. Check the checkbox next to the order code for "Order Code B".
  7. Populate all other required fields.
  8. Validate the 'External Lab Vendor Destination' field is displayed and contains all associated External Lab Vendors.
  9. Click [Add to Scratchpad] and [Sign].
  10. Validate the 'Order grid' contains the new orders for both "Order Code A" and "Order Code B".
Topics
• NX Only • Order Entry Console
AV-83611 Summary | Details
OE NX - Discharge Medication Reconciliation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Frequency Code Setup
  • Order Entry Console
  • Order Entry Console - Warning Dialog - Age/Problem
Scenario 1: OE NX - Discharge Med Reconciliation - Make RX when two orders with Duration in Doses
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 in the 'New Order' field.
  3. Select the frequency which has administration times (to enable duration in doses).
  4. Set any value in the 'Duration' field and click [Doses].
  5. Populate all required field and click [Add to Scratchpad].
  6. Search for and select any pharmacy-type order in the 'New Order' field.
  7. Select the frequency which has the duration in doses.
  8. Set any value in the 'Duration' field and click [Doses].
  9. Populate all required field and click [Add to Scratchpad] and [Sign].
  10. Validate the 'Order grid' contains the two orders created. (Order Code A and Order Code B)
  11. Click and access the 'Discharge Med Reconciliation' tab.
  12. Validate both orders are displayed in the 'Inpatient Medications' grid.
  13. Select both orders and click [Add to Scratchpad as RX].
  14. Select both in the 'Home Medications Scratchpad (Post-Discharge)' grid.
  15. Validate the 'Refills' field is disabled and the value is "0", 'Days Supply' field is disabled and the value is "Blank".
  16. Validate the following message is displayed in red font in the order details panel "Refills and Days Supply are disabled because the following order(s) have a duration in doses or a Non-Default duration: Order Code A, Order Code B."
Topics
• Order Entry Console
AV-84056 Summary | Details
OE NX- Orders This Episode - 'My Favorites'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - My favorites - Duration in Doses
Specific Setup:
  • A client must have an active episode. (Client A) (Non-External Pharmacy Mode)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as 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 medication in the 'New Order' field.
  3. Set the 'Duration field to "10", click [Doses], and click [My Favorites Star].
  4. Refresh the page and click [My Favorites].
  5. Validate the row created for this order is the last row in the 'My Favorites' dialog.
  6. Validate the duration value exists in the corresponding row.
  7. Check the row for this order and click [Add to Scratchpad].
  8. Validate "10" is displayed in the 'Duration' field and [Doses] is selected.
  9. Validate the 'Start Date', 'Start Time', 'Stop Date', and 'Stop Time' fields contain the correct values.
  10. Populate all the other required fields.
  11. Click [Update Order] and validate that row in scratchpad does not have red flag for missing fields.
  12. Click [Sign] and validate the order displays in the 'Order grid'.
Topics
• Order Entry Console
AV-84451 Summary | Details
Avatar NX - My Clients Detailed View
Scenario 1: Import Client Picture - Client Dashboard - Client with Provisional Number
Specific Setup:
  • A client must have an active episode. (Client A)
  • Must have a picture saved to upload for "Client A" (Picture A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as 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 Client Dashboard.
  2. Click [Import].
  3. Click [Browse].
  4. Open "Picture A" and click [Save].
  5. Click [Enlarge] and validate the 'Close' button does not overlap the image.
  6. Click [Image Dialog - Close] and [Close].
Topics
• NX Only
AV-85055 Summary | Details
Notify Attending Practitioner
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Order Entry Console
  • TO DO'S
Scenario 1: OE NX - Home Medications - Notify Attending Practitioner
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' registry setting must be set to "Y".
  • 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.
  • Three users must exist in the application. Two must have staff members associated to them that have full access to the application. (User A) (User B) and the other user must not have an associated staff member. (User C)
  • A client must have an active inpatient episode that is configured with an 'Attending Practitioner' associated with staff member for "User B". (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • Must be logged in as "User A".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Create a 'Reported' order.
  4. Validate the 'Order grid' contains the 'Reported' order.
  5. Check the 'Medication history reviewed and completed for Episode #' checkbox and click [Notify Attending Practitioner].
  6. Validate the 'Notify Attending Practitioner' dialog is displayed.
  7. Validate the 'Practitioner' field contains the staff member associated with "User B".
  8. Click [Send Notification].
  9. Access 'myDay'.
  10. Log out of the application and log back in as "User B".
  11. Access the 'My To Do's' widget.
  12. Click the 'Open To Do's' menu and select "Days in Queue" in the 'Sort By' field in the top right corner.
  13. Validate "Client A" is displayed at the top of the 'Entered Queue - Today' column for the current date.
  14. Validate the 'To Do' contains "From: User A".
  15. Click [Review To Do Item].
  16. Validate the 'To Do Information' field contains "Sent By: = User A".
  17. Check the 'Reviewed' checkbox.
  18. Click [Submit].
  19. Log out of the application and log back in as "User C".
  20. Select "Client A" and access the Order Entry Console.
  21. Select the 'Home Medications' tab.
  22. Validate the 'Medication history reviewed and completed for Episode #' checkbox is checked.
  23. Click [Notify Attending Practitioner].
  24. Validate the 'Notify Attending Practitioner' dialog is displayed.
  25. Validate the 'Practitioner' field contains the staff member associated with "User B".
  26. Click [Send Notification].
  27. Log out of the application and log back in as "User B".
  28. Access the 'My To Do's' widget.
  29. Click the 'Open To Do's' menu and select "Days in Queue" in the 'Sort By' field in the top right corner.
  30. Validate "Client A" is displayed at the top of the 'Entered Queue - Today' column for the current date.
  31. Validate the 'To Do' contains "From: User C".
  32. Click [Review To Do Item].
  33. Validate the 'To Do Information' field contains "Sent By: = User C"
  34. Check the 'Reviewed' checkbox.
  35. Click [Submit].
Topics
• Home Medications
AV-85276 Summary | Details
OE NX - Orders This Episode - New Order for Schedule II medication - eRX
Scenario 1: OE NX - Orders This Episode - New Order - Schedule II - eRX cancel and complete with validation in OrderConnect
Specific Setup:
  • A client must have an active 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, and the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select a schedule II order code in the 'New Order' field.
  3. Populate the required fields and click [Add to Scratchpad] and [Final Review].
  4. Validate the 'Interactions' dialog is displayed.
  5. Override all interactions and click [Save Override and Exit].
  6. Validate the 'Final Review' dialog is displayed.
  7. Select "eRX" in the 'Output' field.
  8. Check the 'Ready to Sign' checkbox.
  9. Click [Cancel].
  10. Access the 'Home Medications' tab.
  11. Click the 'Prescriber's Queue' link.
  12. Validate OrderConnect is displayed.
  13. Click 'Resources'.
  14. Validate the 'Clinician Resources' dialog is displayed.
  15. Click 'EPCS Audit Events Report (For Prescribers Only)'.
  16. Validate the 'EPCS Audit Events Report' dialog is displayed.
  17. Select the current date in the 'From UTC Date' field.
  18. Validate the current date is in the 'To UTC Date' field and click [GO].
  19. Validate the 'EPCS Audit Event Report' is launched and contains an "Unmark Rx Ready-to-Sign" event for the Agency and Staff Member associated with the user who is logged into the application.
  20. Close the report and OrderConnect.
  21. Return to myAvatar NX and click 'Orders This Episode'.
  22. Validate the order is displayed in the 'Scratchpad'.
  23. Click [Final Review].
  24. Validate the 'Final Review' dialog is displayed.
  25. Select "eRx" in the 'Output' field.
  26. Check the 'Ready to Sign' checkbox and click [Sign].
  27. Validate the two-factor authentication screen is displayed.
  28. Enter all required fields and click [Enter].
  29. Enter the unique id and click [Enter].
  30. Validate the 'Order grid' contains the new order.
  31. Access the 'Home Medications' tab.
  32. Click the 'Prescriber's Queue' link.
  33. Validate OrderConnect is displayed.
  34. Click 'Resources'.
  35. Validate the 'Clinician Resources' dialog is displayed.
  36. Click 'EPCS Audit Events Report (For Prescribers Only)'
  37. Validate the 'EPCS Audit Events Report' dialog is displayed.
  38. Select the current date in the 'From UTC Date' field
  39. Validate the current date is in the 'To UTC Date' field and click [GO].
  40. Validate the 'EPCS Audit Event Report' is launched and contains a "Mark Rx Ready-to-Sign" event for the Agency and Staff Member associated with the user who is logged into the application.
Topics
• Order Entry Console
AV-85403 Summary | Details
OE NX - Orders This Episode - One Time Only - Give Initial Dose Now
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
  • Order Group Setup
  • Orders This Episode
Scenario 1: OE NX - "Hours of Administration are required for Routine orders." - Order Group - One Time Only with Give Initial Dose Now = "Yes"
Specific Setup:
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required for Routine orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine"
  • 'One Time Only' = "Yes"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Default to Give Initial Dose Now' = "Yes"
  • A pharmacy-type order code must exist. (Order Code A)
  • An order group must be created with "Order Code A" that has a default frequency of "Frequency Code A". (Order Group A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and contains "Order Code A".
  4. Validate the 'First Dose Date/Time' field is equal to "Today" and the current time rounded to the nearest half hour/hour.
  5. Fill in any missing fields and click [Add to Scratchpad].
  6. Select the order in the 'Scratchpad'.
  7. Validate the 'First Dose Date' field is equal to current date.
  8. Validate the 'First Dose Time' field is equal to the current time rounded to the nearest half hour/hour.
  9. Validate the 'Start Date' field is equal to the 'First Dose Date' field and is disabled.
  10. Validate the 'Start Time' field is equal to the 'First Dose Time' field and is disabled.
  11. Click [Cancel Update] and [Sign].
  12. Validate the 'Order grid' contains an order for "Order Code A".
  13. Access the 'eMAR' tab.
  14. Validate the order for "Order Code A" is displayed and that there is one scheduled administration time set to the nearest half hour/hour from the current time under the current date.
Topics
• Order Entry Console
AV-85829 Summary | Details
OE NX - Taper/Titrate - Interval Frequency
Internal Test Only
Topics
n/a
AV-86179 Summary | Details
OE NX - Orders This Episode - Every Nth Day frequency - Give Initial Dose Now
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
  • Orders This Episode
  • Registry Settings (PM)
Scenario 1: OE NX - Give Initial Dose Now does not generate new order properly for Every Nth Day frequency
Specific Setup:
  • A valid and active one-time-only frequency code must exist. (OTO)
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Create Additional One-Time-Only Order(s) for 'Give Now' Orders' registry setting must be set to "OTO".
  • Please log out of the application and log back in after completing the above configuration.
  • Must have a frequency code that fits the following criteria: (Every 14 days)
  • 'Routine or PRN(As Needed)' = "Routine".
  • 'One Time Only' = "No".
  • 'Times/24 Hours' = "1".
  • 'Interval Frequency' = "No".
  • 'Daily Administration' = "Not Daily".
  • 'Every Nth Day' = "14".
  • 'Hours of Administration' = "09:00 PM(06:00-11:30 PM)"
  • A pharmacy-type order code must exist. (Order Code A)
  • A client must have an 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.
  • For testing purposes this test is being run after 09:00 PM.
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. Select "Every 14 days" in the 'Frequency' field.
  4. Click [Yes] in the 'Give Initial Dose Now' field.
  5. Set the 'Duration' field to "10" and click [Days].
  6. Click [Add to Scratchpad].
  7. Validate the (Scratchpad) order grid contains 2 orders.
  8. Validate the first order in the scratchpad contains an order for "Order Code A" with a frequency of "One Time Only" and an administration date of the nearest half hour/hour.
  9. Validate the second order in the scratchpad contains an order for "Order Code A" with a frequency of "Every 14 Days".
  10. Validate the first 'Start Date' field contains "Today's date".
  11. Validate the first 'Stop Date' field contains "Today's date".
  12. Validate the second 'Stop Date' field contains "Today's date".
  13. Validate the second 'Stop Date' field contains "10 days from now".
  14. Click [Sign].
  15. An 'Interactions' dialog may be displayed.
  16. Override all interactions and click [Save Override and Exit].
  17. Validate the 2 orders are displayed in the 'Order grid'.
Topics
• Order Entry Console
AV-86356 Summary | Details
OE NX - Orders This Episode - Recipes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Recipe Maintenance
Scenario 1: OE NX - New Order - Intravenous Recipe
Specific Setup:
  • The following extended attributes must be set in the Order Entry Client Information '(20969) Administration Method' dictionary for “IVPB”:
  • ‘(20990) Preferred Description’ = “IV Piggyback”
  • ‘(20991) Show Diluent Prompt’ = “Yes”
  • ‘(20992) Require Diluent’ = “No”
  • '(20993) Allow Selection' = "Yes"
  • '(20995) Show Additive Prompts' = "Yes"
  • '(20996) Applicable Routes' = "INTRAVENOUS"
  • The Order Entry Tabled Files '(11002) Titrate Parameters' dictionary must contain a value of "Blood Glucose Less Than", with the '(11003) Single Value or Value Range' extended attribute set to "Single Value".
  • For "Order Code A" check the 'Diluent/Base Component - Is an IV Diluent/Base Component' checkbox using 'Order Code Setup'.
  • 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. Access the 'Recipe Maintenance' form.
  2. Select the "Add" from the 'Add/Edit/Delete Recipe' field.
  3. Set the 'Recipe Code' field to "Recipe A".
  4. Set the 'Recipe Description' field to "Recipe A".
  5. Set the 'Rate Amount' field to "Titrate".
  6. Select "INTRAVENOUS" from the 'Route Code' field.
  7. Select "IV Piggyback" from the 'Administration Method' field.
  8. Select "Create New" from the 'Components' field.
  9. Select "Yes" from the 'Use as main Order Code on order' field.
  10. Select "No" from the 'Base Component' field.
  11. Search for and select any order code "Order Code B" in the 'Order Code' field. (For example, selected "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION")
  12. Set the 'Component Amount' field to "1".
  13. Select "mL" from the 'Component Units' field.
  14. Select "Create New" from the 'Components' field.
  15. Select "No" from the 'Use as main Order Code on order' field.
  16. Select "Yes" from the 'Base Component' field.
  17. Search for and select "Order Code A" in the 'Order Code' field.
  18. Set the 'Component Amount' field to "99".
  19. Select "mL" from the 'Component Units' field.
  20. Click [Submit].
  21. Please log out of the application and log back in.
  22. Select "Client A" and access the Order Entry Console.
  23. Search for and select "Recipe A" from the 'New Order' field.
  24. Validate the 'New Order' field is equal to "Order Code B".
  25. Set the 'Dose' field to "100".
  26. Select "Unit" from the 'Dose Unit' field.
  27. Select "Continuous" from the 'Freq' field.
  28. Validate the 'Route' field is equal to "INTRAVENOUS".
  29. Validate the 'Additive' field is equal to "Order Code A".
  30. Validate the 'Admin Method' field is equal to "IV Piggyback".
  31. Set the 'Volume Amount in mL' field to "100"
  32. Validate the 'Rate Amount' field is equal to "Titrate".
  33. Set any value for 'Diluent Combo'.
  34. Set the 'Rate Unit' field is equal to "Titrate".
  35. Validate that value for 'Diluent Combo' does not get cleared.
  36. Set the 'Initial Rate' field to "1".
  37. Select "unit/hr" from the 'Initial Rate Unit' field.
  38. Set the 'Incremental Units' field to "1".
  39. Validate the 'Incremental Units Unit' field is equal to "unit/hr".
  40. Set the 'Time Increment' field to "60".
  41. Set the 'Maximum Rate' field to "10".
  42. Validate the 'Maximum Rate Unit' field is equal to "unit/hr".
  43. Select "Blood Glucose Less Than" from the 'Titrate Parameters' field.
  44. Set the 'Titrate Parameters' input field to "200".
  45. Set the Duration field to "12" and click [Days].
  46. Click [Add to Scratchpad] and [Sign].
  47. Validate the 'Order grid' contains an order for the recipe created.
Topics
• Order Entry Console
AV-86461 Summary | Details
OE NX - 'Reason' Field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Home Medications
  • Order Entry Console
  • Orders This Episode
Scenario 1: OE NX - Order Entry Console - 'Reason Code' dropdown search
Specific Setup:
  • The ‘(548) Enable Multiple Reasons at Order Entry’ extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Pharmacy".
  • The Order Entry Tabled Files '(504) Reason Code Setup' dictionary must have at least two dictionary codes. (Reason Code A)(Reason Code B)
  • "Reason Code A" must have a 'Dictionary Value' of "For Pain or Fever".
  • "Reason Code B" Must have a 'Dictionary Value' of "For Agitation".
  • 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’ 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 'Orders This Episode' tab of the Order Entry Console.
  2. Set the ‘New Order’ field to "Order Code A".
  3. Set the 'Reason' field to "Pain".
  4. Validate "For Pain or Fever" is listed in the suggestions.
  5. Select "For Pain or Fever".
  6. Fill all other required fields.
  7. Click [Add to Scratchpad] and [Sign].
  8. Access the Home Medications tab.
  9. Set the ‘New Order’ field to "Order Code A".
  10. Set the 'Reason' field to "For".
  11. Validate "For Pain or Fever" and "For Agitation" are listed in the suggestions.
  12. Select "For Agitation".
  13. Fill all other required fields.
  14. Click [Add to Scratchpad] and [Final Review].
Topics
• Order Entry Console
AV-86554 Summary | Details
OE NX - Ask on Order Entry Group Definition - Add AOE Group - Validate AOE Question
Internal Test Only
Topics
n/a
AV-86628 Summary | Details
OE NX - 'Stop Time' field should not contain any xml value for Pharmacy-type order.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Order Code Setup
  • Orders This Episode
Scenario 1: OE NX - Order Entry Console - Default Order and Start Date/Time to null
Specific Setup:
  • The ‘(513) Default Order and Start Date/Time to null’ 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 exist. (Order Code A)
  • A routine frequency with scheduled hours of administration must exist. (Frequency Code A)
  • In the 'Order Code Setup' form "Order Code A" must be configured such that:
  • 'Default Frequency Code' = "Frequency Code A".
  • 'Default Duration to Number of Doses' = "Yes".
  • 'Default Duration (Doses)' = "4".
  • 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. Set the 'New Order' field to "Order Code A".
  3. Validate the 'Frequency' field is defaulted to "Frequency Code A".
  4. Validate the 'Duration' field is defaulted to "4" and that the 'Doses' field is pressed.
  5. Validate the 'Start Date' and 'Start Time' fields are empty.
  6. Validate the 'Stop Date' and 'Stop Time' fields are empty.
  7. Complete any remaining required fields, click [Add to Scratchpad], and [Sign].
Topics
• Order Entry Console
AV-86726 Summary | Details
Avatar NX - User Defined Templates
Scenario 1: User Menu - Manage User Defined Templates
Specific Setup:
  • The 'Enable Templates on Demand for SQL Widgets' registry setting is set to "Y".
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes' widget is accessible on the myDay view.
Steps
  1. Click [User Menu] on the myDay view.
  2. Validate "Manage User Defined Templates" is displayed and select it.
  3. In the 'Organize Templates' field, expand the "MyTemplates" folder.
  4. Validate the items display as expected.
  5. Enter the desired value in the 'Template Name' field. Note: this will now be referred to as "Template A".
  6. Drag and drop the desired fields to the template from the 'Available Fields' field.
  7. Add carriage returns in between the added fields.
  8. Click [Preview].
  9. Validate the Preview displays the added fields with the carriage returns.
  10. Close the preview.
  11. Click [Add] and [Save].
  12. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  13. Select "Independent Note" in the 'Progress Note For' field.
  14. Select the desired value in the 'Note Type' field.
  15. In the 'Notes Field' field, navigate to the 'User Defined Templates'.
  16. Validate "Template A" is displayed and select it.
  17. Validate the 'Notes Field' field displays the contents of "Template A" as expected.
  18. Select "Draft" in the 'Draft/Final' field.
  19. File the note.
  20. Select "Client A" and access the 'Progress Notes' widget.
  21. Validate the note filed in the previous steps is displayed.
  22. Validate the 'Notes Field' field contains the contents from "Template A".
Topics
• Progress Notes (Group And Individual) • User Defined Templates
AV-88225 Summary | Details
Avatar NX - Modeled Forms
Scenario 1: User Modeled Form - Validate event logic in user modeled forms
Specific Setup:
  • A modeled form (Form A) is defined with the following fields:
  • First form section contains:
  • 'Date' field
  • Multi-select dictionary field (Field A) with a value that has event logic to enable other fields when selected (Value A).
  • Second form section contains:
  • A field that becomes enabled/required when "Value A" is selected (Field B).
  • A field that becomes enabled/required when "Value A" is selected (Field C).
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access "Form A".
  2. Validate the required fields are enabled and required.
  3. Navigate to the myDay view and back to "Form A".
  4. Validate the required fields are enabled and required.
  5. Enter the desired date in the 'Date' field.
  6. Select "Value A" in "Field A".
  7. Navigate to the second form section.
  8. Navigate to the myDay view and back to "Form A".
  9. Validate "Field B" is enabled and required.
  10. Enter the desired value in "Field B".
  11. Validate "Field C" is enabled and required.
  12. Enter the desired value in "Field C".
  13. Populate any other required and desired fields.
  14. Click [Submit].
  15. Select "Client A" and access "Form A".
  16. Select the record filed in the previous steps and click [Edit].
  17. Validate all previously filed data is displayed.
  18. Close the form.
Scenario 2: Modeled Form - Validate required fields
Specific Setup:
  • A modeled form must be defined with multiple sections and required fields (Form A).
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access "Form A".
  2. Validate the required fields are enabled and required.
  3. Switch between form sections.
  4. Validate the required fields are enabled and required.
  5. Navigate to the myDay view and back to "Form A".
  6. Validate the required fields are enabled and required.
  7. Click [Submit] with missing required fields.
  8. Validate an error message is displayed stating required fields are missing.
  9. Click [OK].
  10. Populate all required and desired fields.
  11. Click [Submit].
  12. Select "Client A" and access "Form A".
  13. Select the record filed in the previous steps and click [Edit].
  14. Validate all previously populated data is displayed.
  15. Close the form.
Topics
• Modeling
AV-90056 Summary | Details
OE NX -Admission Reconciliation - Inpatient Medications Scratchpad
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Admission Med Reconciliation - 12 orders in Orders This Episode, 12 Orders in Home Medications, multiple order actions and Reconcile and Review
Specific Setup:
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as 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" has 12 active orders on the 'Orders This Episode' section and 12 active orders on the 'Home Medications' section.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Admission Med Reconciliation' tab.
  3. Validate there are 12 rows in the 'Home Medications (Pre-Admission)' grid.
  4. Validate there are 12 rows in the 'Inpatient Medications Scratchpad' grid.
  5. Select a few orders from the 'Home Medications (Pre-Admission)' grid and click [Add To Scratchpad].
  6. Validate the selected rows moved from the 'Home Medications (Pre-Admission)' grid to the 'Inpatient Medications Scratchpad' grid.
  7. Select the rows that were moved from the 'Home Medications (Pre-Admission)' grid to the 'Inpatient Medications Scratchpad' grid and click [Undo].
  8. Validate that the selected rows move to the 'Home Medications (Pre-Admission)' grid.
  9. Select few rows in the 'Inpatient Medications Scratchpad' grid and click [DC].
  10. Validate that for all the selected rows, the value changes from "CONT" to "DC" in the 'Action' field.
  11. Select one row in the 'Inpatient Medications Scratchpad' grid and click [DC].
  12. Validate that the selected rows, 'Action' field changes from "CONT" to "DC".
  13. Select one row from the 'Inpatient Medications Scratchpad' grid and click [Modify].
  14. Set "2" for 'Dose' and click [Update Order].
  15. Validate that the selected rows 'Action' field changes to [Modify].
  16. Click [Hold in Pending Status] and verify that 'New Order' field and order display of 'Home Medications (Pre-Admission)' and 'Inpatient Medications Scratchpad' are disabled.
  17. Click [End Pending Reconciliation] and verify that 'New Order' field and order display of 'Home Medications (Pre-Admission)' and 'Inpatient Medications Scratchpad' are enabled.
  18. Click [Restart Reconciliation] and validate the 'Admission Med Reconciliation' tab is in a "fresh" state.
Topics
• Order Entry Console
AV-90657 Summary | Details
OE Console - Orders This Episode - Scrolling free-text (SFT) fields
Scenario 1: OE NX - Order Entry Console - Create orders in Orders This Episode and Home Medications, Reconcile and Review in Admission Med Reconciliation and Review and Sign in Discharge Med Reconciliation
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3"
  • 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'.
  • Please log out of the application and log back in after completing the above configuration.
  • Two clients must have active inpatient episodes whose programs or units are configured in the 'External Pharmacy Setup' form. (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.
  • "Client B" must have no active orders.
  • For testing purposes the default 'Reason Codes' that come with the application were utilized.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad].
  4. Search for and select "ADVIL LIQUI-GELS 200 MG CAPSULE, LIQUID FILLED ORAL" in the 'New Order' field.
  5. Populate all required fields and click [Add to Scratchpad] and [Final Review].
  6. Validate an 'Interactions' dialog is displayed.
  7. Override all interactions and click [Save Override and Exit].
  8. Validate a loading dialog is displayed stating "Reviewing your orders".
  9. Attempt to select "Client B".
  10. Validate that the 'Client Header Information' contains "Client A".
  11. Validate the 'Final Review' dialog is displayed and contains the information for "Client A".
  12. Select "None" in 'Output' for both orders and click [Sign].
  13. Validate the 'Order grid' contains an order for "ADVIL LIQUI-GELS 200 MG ORAL CAPSULE, LIQUID FILLED 1 Capsule, Every 4 Hours" and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV) 1 Tablet, TWICE A DAY" both with 'Reason' and 'Addl Instructions' of "<<<test>>>"""""test""""[test]".
  14. Select the 'Home Medications' tab.
  15. Uncheck the 'Client Reported' checkbox.
  16. Search for and select "Xyrem 500 MG/1 ML Solution Oral (Schedule III)" in the 'New Order' field.
  17. Populate all required fields and click [Add to Scratchpad] and [Final Review].
  18. Validate an 'Interactions' dialog is displayed.
  19. Override all interactions and click [Save Override and Exit].
  20. Validate a loading dialog is displayed stating "Reviewing your orders".
  21. Attempt to select "Client B".
  22. Validate that the 'Client Header Information' contains "Client A".
  23. Validate the 'Final Review' dialog is displayed and contains the information for "Client A".
  24. Select "None" in the 'Output' field and click [Sign].
  25. Validate the 'Order grid' contains "Xyrem 500 MG/1 ML Solution (Schedule III)Take one (1) milliliter by mouth as needed" with both ‘Reason’ and ‘Note to Pharmacist 'of “<<<test>>>"""""test""""[test]”.
  26. Select the 'Admission Med Reconciliation' tab.
  27. Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "Xyrem 500 MG/1 ML ORAL Solution (Schedule III)".
  28. Validate the 'Inpatient Medications Scratchpad' contains an order for "ADVIL LIQUI-GELS 200 MG ORAL CAPSULE, LIQUID FILLED" and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)".
  29. Select the order for "Xyrem" in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
  30. Validate that the order for "Xyrem" now appears in the 'Inpatient Medications Scratchpad' and contains a red flag in the 'Action' column.
  31. Select the order for "Xyrem" in the 'Inpatient Medications Scratchpad'.
  32. Populate all required fields and click [Update Order].
  33. Validate the "Xyrem" order no longer contains a red flag in the action column.
  34. Select the order for "ADVIL" in the 'Inpatient Medications Scratchpad' and click [DC].
  35. Select the order for "AMBIEN" in the 'Inpatient Medications Scratchpad' and click [Modify].
  36. Select "Tablet" in the 'Dispense Qty Unit' field.
  37. Click [Update Order] and [Reconcile & Review].
  38. Validate an 'Interactions' dialog is displayed.
  39. Override all interactions and click [Save Override and Exit].
  40. Validate a loading dialog is displayed stating "Reviewing your orders".
  41. Attempt to select "Client B".
  42. Validate that the 'Client Header Information' contains "Client A".
  43. Validate the 'Final Review' dialog is displayed and contains the information for "Client A".
  44. Select "None" in 'Output' for all orders and click [Sign].
  45. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  46. Select the 'Discharge Med Reconciliation' tab.
  47. Validate the 'Inpatient Medications' order grid contains an order for "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)" and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)".
  48. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Xyrem 500 MG/1 ML ORAL Solution (Schedule III)".
  49. Select the order for "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)" in the 'Inpatient Medications' order grid and click [Add to Scratchpad].
  50. Validate that the "XYREM" order now appears in the 'Home Medications Scratchpad (Post-Discharge)' with a red flag in the 'Action' column.
  51. Select the "XYREM" order.
  52. Populate all required fields and click [Update Order].
  53. Select the order for "Xyrem 500 MG/1 ML Oral (Schedule III)" order in the 'Home Medications Scratchpad (Post Discharge)' and click [DC].
  54. Select the "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)" order and click [Do Not Add].
  55. Click [Review and Sign].
  56. Validate the 'Interactions' dialog is displayed.
  57. Override all interactions and click [Save Override and Exit].
  58. Validate a loading dialog is displayed stating "Reviewing your orders".
  59. Attempt to select "Client B".
  60. Validate that the 'Client Header Information' contains "Client A".
  61. Validate the 'Final Review' dialog is displayed and contains the information for "Client A".
  62. Select "None" in 'Output' for both orders and click [Sign].
  63. Validate the 'Discharge Med Reconciliation' tab is in view-only mode.
Topics
• NX Only
AV-90928 Summary | Details
OE NX - Order Grid - "i" Icon
Scenario 1: OE NX - Orders This Episode - Reason/Reason Text for Pharmacy-type orders - New Order, Copy, and Modify
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Enable Variable Dose Support in the OE Console (Orders This Episode)' registry setting must be set to "N".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Orders "continue" when copied from disch. Ep. to new Ep. (ext. pharmacy mode)' registry setting must be set to "N"
  • Log out of the application and log back in after completing the above configuration
  • 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 code 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 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 "ACETAMINOPHEN 160 MG TABLET, CHEWABLE ORAL" in the 'New Order' field.
  3. Validate there is no "+" symbol next to the 'Dose' field.
  4. Set the 'Dose' field to "1".
  5. Select "Tablet" in the 'Dose Unit' field.
  6. Select "As Needed" in the 'Freq:' field.
  7. Select "Reason Code B" in the 'Reason' field.
  8. Validate that the 'Reason Text' field is enabled and not required.
  9. Select "Reason Code A" in the 'Reason' field.
  10. Validate that the 'Reason Text' field is enabled and required.
  11. Set the 'Duration' field to "5" and click [Days].
  12. Click [Add to Scratchpad]
  13. Validate that order on scratchpad is with red flag for missing 'Reason Text' field.
  14. Select the order from scratchpad.
  15. Set the 'Reason Text' field to any value at least 50 characters long (Reason Text A).
  16. Click [Update Order] and [Sign].
  17. Validate the 'Order grid' contains an order for "ACETAMINOPHEN 160 MG ORAL TABLET, CHEWABLE" with "Reason: Reason Code A -- "Reason Text A".
  18. Validate the 'Reason text' value is not overlapped by the 'i' icon.
  19. Select the order and click [Copy].
  20. Validate that a 'Start Date' message contains: "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.)"
  21. Click [Yes].
  22. Validate the 'Reason' field contains "Reason Code A".
  23. Validate that the 'Reason Text' field is required and contains "Reason Text A".
  24. Remove "Text" from the 'Reason Text' field and click [Add to Scratchpad]
  25. Validate that the order in the scratchpad is with red flag for missing 'Reason Text' field.
  26. Select the order from the scratchpad.
  27. Set 'Reason Text' field to "Reason Text A".
  28. Click [Update Order] and [Sign].
  29. Validate that the 'Interactions' dialog is displayed.
  30. Override all interactions and click [Save Override and Exit].
  31. Validate the 'Order grid' contains two orders for "ACETAMINOPHEN 160 MG ORAL TABLET, CHEWABLE" with "Reason: Reason Code A -- "Reason Text A".
  32. Validate the 'Reason text' value is not overlapped by the 'i' icon.
  33. Select the new order and click [Modify].
  34. Validate the 'Reason' field contains "Reason Code A".
  35. Validate that the 'Reason Text' field is required and contains "Reason Text A"
  36. Remove "Text" from the 'Reason Text' field and click [Add to Scratchpad]
  37. Validate that the order in the scratchpad is with red flag for missing 'Reason Text' field.
  38. Select the order from the scratchpad.
  39. Set "Reason Text A" in 'Reason Text' field.
  40. Click [Update Order] and [Sign].
  41. Validate that the 'Interactions' dialog is displayed.
  42. Override all interactions and click [Save Override and Exit].
  43. Validate the 'Order grid' contains two orders for "ACETAMINOPHEN 160 MG ORAL TABLET, CHEWABLE" with "Reason: Reason Code A -- Reason Text A".
  44. Validate the 'Reason text' value is not overlapped by the 'i' icon.
Topics
• Order Entry Console
AV-91730 Summary | Details
Task List - Anticipated Date of Discharge
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
Scenario 1: Task List - Set ADOD in Task List at time of Admission
Specific Setup:
  • The 'Avatar PM->Client Management->Movement Options->->->Add Expected Discharge Date To Admission' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as 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 date filed for the 'Expected Discharge Date' field in the 'Admission' form.
Steps
  1. Access the ‘Task List’ widget.
  2. Search for and select "Client A" from the 'Search Clients' field.
  3. Validate the 'ADOD' label is displayed on its own line and the date matches the date entered in the 'Expected Discharge Date' field in the 'Admission' form.
  4. Validate the 'PRN Meds' and 'PRN Tasks' fields are fully visible.
Topics
• Task List
AV-92622 Summary | Details
Task List - When 'Hour' filter is selected.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Collect Specimens
  • Order Code Setup
  • Orders This Episode
  • Task List
Scenario 1: Task List - Lab Collection - Backdated Order
Specific Setup:
  • The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry must be set to "Y".
  • 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 “Lab”.
  • 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. Search for and select any lab order-type order.
  3. Select "Daily-12:00 PM" from the 'Frequency' dropdown list.
  4. Select "Blood" from the 'Specimen Type' dropdown list.
  5. Set the 'Duration' field to "17" and click [Days].
  6. Set the 'Start Date' field to "T-2" and 'Start Time' field to "0000".
  7. Populate all the required fields and click [Add to Scratchpad] and click [Sign].
  8. Validate the 'Order Grid' contains the lab order.
  9. Access the 'Task List' widget.
  10. Search for and select "Client A" from the 'Search Clients' field.
  11. Validate the 'Hr/Day' field contains "Hour".
  12. Validate 'Overdue' column contains "Lab Collection".
  13. Validate "Lab Collection" is displayed in the '1200 | Current Date' column.
  14. Click on 'Lab Collection' link and verify the order is not duplicated.
  15. Click on the right arrow and scroll through the date and time columns.
  16. Validate "Lab Collection" is displayed under all the scheduled date and time columns, based on the frequency and duration selected.
  17. Click on 'Lab Collection' link and verify the order is not duplicated.
  18. Click on the left arrow and scroll through the date and time columns.
  19. Validate "Lab Collection" is displayed under all the scheduled date and time columns, based on the frequency and duration selected.
  20. Click on 'Lab Collection' link and verify the order is not duplicated.
  21. Select "Day" from the 'Hr/Day' field.
  22. Validate "Lab Collection" is displayed under the correct day columns, based on the frequency and duration selected.
  23. Click on 'Lab Collection' link and verify the order is not duplicated.
  24. Click on the right arrow and scroll through the Dates.
  25. Validate "Lab Collection" is displayed under the correct day columns, based on the frequency and duration selected.
  26. Click on 'Lab Collection' link and verify the order is not duplicated.
  27. Click on the left arrow and scroll through the dates.
  28. Validate "Lab Collection" is displayed under the correct day columns, based on the frequency and duration selected.
  29. Click on 'Lab Collection' link and verify the order is not duplicated.
  30. Click on the 'Lab Collection' link present under 'Overdue' column.
  31. Validate the 'Collect Specimen' dialog is displayed.
  32. Select the checkbox for the order to be administered and click [Collect].
  33. Perform 'Order Acknowledgement' and 'Medication Education' for the order.
  34. Validate the 'Specimen Type' field contains "Blood" and click [Select Site].
  35. Validate the 'Specimen Site Blood' dialog is displayed and set the 'Other' field to any value.
  36. Click [Enter] and [OK].
  37. Select "Nurse Administered" from the 'Collection Event' field and "Yes" from the 'Fasting' field.
  38. Click [Address Alerts] and validate the 'Lab Collection Warning' dialog is displayed.
  39. Select and override all the warnings.
  40. Click [Save Override(s)], [Close], and [Sign].
Topics
• Task List
AV-92675 Summary | Details
OE NX - Preferred Pharmacy
Scenario 1: OE NX - Discharge Med Reconciliation - (D/C existing Home Medications and create new by adding to Scratchpad)
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->OrderConnect->->->'Suppress Surescripts Formulary checking in OE Console Home Medications search' registry setting must be set to "Y".
  • The user logged into the application must not have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Access the 'Home Medications' tab.
  3. Check the 'Client Reported' checkbox.
  4. Search for and select any order "Order Code A" in the 'New Order' field.
  5. Set "2" in the 'Dose' field, "Tablet" in the 'Dose Unit' field.
  6. Select "TWICE A DAY" in the 'Frequency' field.
  7. Click [Save].
  8. Uncheck the 'Client Reported' checkbox.
  9. Search for and select any order "Order Code B" in the 'New Order' field.
  10. Populate all required fields.
  11. Click [Add to Scratchpad].
  12. Search for and select any order "Order Code C" in the 'New Order' field.
  13. Populate all required fields.
  14. Click [Add to Scratchpad] and click [Final Review].
  15. Validate the 'Interactions' dialog is displayed.
  16. Override all interactions and click [Save Override and Exit].
  17. Validate the 'Final Review' dialog is displayed.
  18. Click [Change] and validate the 'Pharmacy Search' dialog is displayed.
  19. Select any pharmacy and sort the data.
  20. Validate that now no row is selected, and [Select] is disabled.
  21. Select any pharmacy and click [Select]
  22. Validate the selected pharmacy is shown in the 'Final Review' dialog and click [Sign].
  23. Validate the ''Order grid' contains orders for "Order Code A", "Order Code B" and "Order Code C".
  24. Click the Orders This Episode tab.
  25. Search for and select any order "Order Code D" in the 'New Order' field.
  26. Populate all required fields.
  27. Click [Add to Scratchpad]
  28. Search for and select any order "Order Code E" in the 'New Order' field.
  29. Populate all required fields.
  30. Click [Add to Scratchpad] and [Final Review].
  31. Validate the 'Final Review' dialog is displayed
  32. Click [Change] and validate the 'Pharmacy Search' dialog is displayed.
  33. Select any pharmacy and sort the data.
  34. Validate that now no row is selected, and [Select] is disabled.
  35. Select any pharmacy and click [Select].
  36. Validate the selected pharmacy is shown in the 'Final Review' dialog and click [Sign].
  37. Click the 'Discharge Reconciliation' tab.
  38. Validate the 'Inpatient Medications' grid contains orders for "Order Code D" and "Order Code E".
  39. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the orders for "Order Code A", "Order Code B" and "Order Code C"
  40. Select all orders in the 'Home Medications Scratchpad (Post-Discharge)' and click [D/C].
  41. Select all orders in the 'Inpatient Medications' and click [Add to Scratchpad As RX].
  42. For these rows moved to 'Home Medications Scratchpad (Post-Discharge)', populate all missing required fields.
  43. Search for and select any order "Order Code F" in the 'New Order' field.
  44. Populate all required fields.
  45. Click [Add to Scratchpad].
  46. Click [Review and Sign].
  47. Validate the 'Interactions' dialog is displayed.
  48. Override all interactions and click [Save Override and Exit].
  49. Validate the 'Pharmacy Search' dialog is displayed.
  50. Select "All" from the 'Search Within' field.
  51. Click [Search]
  52. Select any pharmacy and sort the data.
  53. Validate that now no row is selected, and [Select] is disabled.
  54. Select any pharmacy and click [Select]
  55. Validate the selected pharmacy is shown in the 'Final Review' dialog for rows for which 'Action' status was 'New' or 'Add'.
  56. Click [Sign].
  57. Validate the 'Discharge Med Reconciliation' tab is in view-only mode.
Topics
• Order Entry Console
AV-92987 Summary | Details
OE NX - Additional Order Details
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Order Code Setup
  • Order Entry Console
  • Order Entry Console - Additional Order Details - Dietary-oral Orders - Oral
  • Order Entry Console - Sliding Scale Insulin Instructions - Variable
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - Additional Order Details dialog
Specific Setup:
  • An order code must be defined as Sliding Scale Insulin orders in the 'Order Code Setup' form (Order Code A).
  • A dietary-type order code must exist. (Order Code B)
  • The '(544) Character limit for Additional Instructions' extended attribute must be set to “No Value” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out and then log back in after completing the above dictionary setting.
  • A Sliding Scale Insulin template must exist (Sliding Scale Insulin Template A).
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  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 [SSI] and validate the 'Sliding Scale Instructions' dialog is displayed.
  4. Select "Sliding Scale Insulin Template A" in the 'Template' field and click [Save].
  5. Populate all required fields and click [Add to Scratchpad].
  6. Search for and select "Order Code B" in the 'New Order' field.
  7. Click [Additional Order Details].
  8. Validate the 'Dietary Order' dialog does not contain SSI 'Template' dropdown.
  9. Select any value from the 'Diet Restrictions' list and click [Save].
  10. Populate all required fields and click [Add to Scratchpad] and click [Sign].
  11. Validate the 'Order grid' contains the orders "Order Code A" and "Order Code B".
Topics
• Order Entry Console
AV-94345 Summary | Details
Task List - Unexpected Error During Logout
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Nutrition Orders
  • Orders This Episode
Scenario 1: Task List - Dietary - Address Alerts
Specific Setup:
  • A dietary-type order code must exist. (Dietary Code A)
  • A routine frequency with scheduled hours of administration, every hour, must exist. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Orders This Episode tab.
  2. Set the ‘New Order’ field to "Dietary Code A".
  3. Select "Frequency Code A" from the 'Frequency' field.
  4. Set the 'Start Time' field to the start of the previous hour.
  5. Fill in any remaining required fields.
  6. Click [Add to Scratchpad] and [Sign].
  7. Validate "Dietary Code A" is listed in the 'Order grid'.
  8. Access 'Task List'.
  9. Search for and select "Client A".
  10. Validate the 'Overdue' column contains a task for "Dietary Admin".
  11. Click the 'Dietary Admin' task and the check the checkbox for "Dietary Order A" from the 'Nutrition Orders' dialog.
  12. Select the overdue scheduled admin time and click [Administer].
  13. Click [Acknowledge] and [Educate].
  14. Validate the 'Dietary Administration' dialog is launched and that an 'Address Alerts' button is present and red.
  15. Click [Address Alerts] and provide an override for any warnings present.
  16. Click [Save Override(s)] and [Close] and validate the 'Address Alerts' button is no longer red.
  17. Enter a successful administration event in the "Administration Event' field and validate the 'Address Alerts' button is now red.
  18. Click [Address Alerts] and provide an override for any warnings present.
  19. Click [Save Override(s)] and [Close] and validate the 'Address Alerts' button is no longer red.
  20. Complete any remaining required fields and click [Sign].
  21. Click [User Menu] and [Logout].
  22. Validate a 'Task List Server Error' is not displayed.
Topics
• Task List
AV-94406 Summary | Details
Task List - 'Acknowledgement'/'Education' field validation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
  • Orders This Episode
  • Task Associations
  • Task Definitions
  • Task List
Scenario 1: Task List - Dietary - PRN
Specific Setup:
  • A dietary-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. Access 'Frequency Code Setup' form.
  2. Select "Add New code" from the 'Add/Edit Frequency Code' field.
  3. Set the 'New Frequency Code' field to "Z1W" and 'Frequency Code Description' field to "Once a week on Friday as Needed (Z1W)".
  4. Select "PRN" from the Routine or PRN(As Needed)' and "No" from the 'One Time Only' fields.
  5. Set the 'Times/24 Hours' field to "1."
  6. Select "No" from the 'Interval Frequency' and "Not Daily" from the 'Daily Administration' fields.
  7. Check the "Friday" checkbox from the 'Days Administered' field and click [Submit].
  8. Validate a message is displayed that states "Frequency Code Setup has completed. Do you wish to return to form?" and click [No].
  9. Access the 'Task Definitions' form.
  10. Select "Add" in the 'Add/Edit Task Definition' field.
  11. Set the 'New Task Code' field to "PRNTASK" and press the Tab key.
  12. Set the 'Task Title' field to "PRNTASK EXAMPLE" and click [Submit].
  13. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  14. Access the 'Task Associations' form.
  15. Select "Task Definition" in the 'Task Type' field.
  16. Search for and select "PRNTASK EXAMPLE (PRNTASK)" in the 'Task Group/Definition' field.
  17. Select "Add" in the 'Add/Edit/Delete Association' field.
  18. Select "Order Entry" in the 'Order Event' field.
  19. Search for and select "Order Code A" from the 'Order Code' field.
  20. Click [Update Associations] and [Submit].
  21. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  22. Click the 'User Menu' and select 'Refresh Forms'.
  23. Select “Client A” and access the Order Entry Console.
  24. Search for and select "Order Code A" from the 'New Order' field.
  25. Select "Once a week on Friday as Needed (Z1W)" from the 'Frequency' field and validate "PRN" is pressed in the 'Priority' field.
  26. Populate all other required fields.
  27. Click [Add to Scratchpad] and [Sign].
  28. Validate the order for "Order Code A" is displayed in the 'Order Grid'.
  29. Access the 'Task List' widget.
  30. Search for and select "Client A" from the 'Search Patients' field.
  31. Validate tasks for "Dietary Order Acknowledgement" and "Dietary Order Education" are shown in the 'Unscheduled' column.
  32. Hover over the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed.
  33. Validate the PRN tasks dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
  34. Move away the cursor from '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is not displayed.
  35. Hover over the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed.
  36. Click the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed.
  37. Access the 'Flowsheet' tab
  38. Validate the 'PRN tasks' pop-up dialog is not displayed.
  39. Access the 'Task List' widget.
  40. Validate the 'PRN tasks' pop-up dialog is not displayed.
  41. Click the '(1) PRN Tasks' link.
  42. Validate the PRN tasks dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
  43. Validate the 'Dietary' dialog contains the order details and 'Administer' link.
  44. Click the 'Administer' link and validate the 'Nutrition Orders' dialog is displayed.
  45. Validate the 'Nutrition Orders' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
  46. Check the PRN order checkbox and click [Administer].
  47. Validate the 'Order Acknowledgement' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
  48. Validate the 'Acknowledged By' field contains the currently logged in user and their credentials.
  49. Clear the 'Acknowledged By' field.
  50. Validate the 'Acknowledge' button is disabled.
  51. Search for and select the currently logged in user from the 'Acknowledged By' field.
  52. Validate the 'Acknowledge' button is enabled.
  53. Click [Acknowledge].
  54. Validate the 'Education' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
  55. Validate the 'Educated By' field contains the currently logged in user and their credentials.
  56. Clear the 'Educated By' field.
  57. Validate the 'Educate' button is disabled.
  58. Search for and select the currently logged in user from the 'Educated By' field.
  59. Validate the 'Educate' button is enabled.
  60. Click [Educate].
  61. Validate the 'Dietary Administration' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
  62. Validate the 'Date of Administration' field contains "Today's Date".
  63. Validate the 'Time of Administration' field contains "Current time".
  64. Validate the 'Scheduled Date' field contains "Today's Date".
  65. Validate the 'Schedule Time' field contains "N/A".
  66. Select any successful administration event from the 'Administration Event' field and click [Address Alerts].
  67. Validate the 'Dietary Administration Warning' dialog is displayed and override all the warnings.
  68. Populate all the required fields and click [Sign].
  69. Validate the Unscheduled column does not contain "Dietary Order Acknowledgement" and "Dietary Order Education".
  70. Click the 'PRN Tasks' link.
  71. Validate the 'PRN tasks' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
  72. Validate the 'Dietary' dialog contains "Last Completed: Today Date Current Time".
  73. Click [Task Dialog - Close].
Topics
• Task List
AV-94624 Summary | Details
Task List - 'View' Filter
Scenario 1: Task List - Filter Task List widget to view patients by Unit
Specific Setup:
  • At least two units must exist. (Unit A) (Unit B)
  • Multiple clients must be admitted into both "Unit A" and "Unit B".
  • Multiple clients must be assigned to the currently logged in user's caseload via the 'Nursing Caseload Assignment' form.
  • At least one client in "Unit A" must have an actionable task under the current hour. (Client A)
Steps
  1. Login to the 'myAvatar NX' application. (Session A)
  2. Access the 'Nursing Caseload Assignment' form.
  3. Validate the 'Current Caseload' grid contains the patients assigned to the currently logged in user.
  4. Select "Unit A" from the 'Select Clients From Unit' field.
  5. Validate the 'Select Clients To Include In Current Caseload' grid contains the patients who are admitted into "Unit A".
  6. Select "Unit B" from the 'Select Clients From Unit' field.
  7. Validate the 'Select Clients To Include In Current Caseload' grid contains the patients who are admitted into "Unit B".
  8. Click [Discard] and validate the 'Confirm Close' dialog is displayed and click [Yes].
  9. Access 'Task List'.
  10. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
  11. Validate that after all data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  12. Validate the 'View' field contains "My Caseload".
  13. Search for and select any patient from 'Search Patients' field.
  14. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the patient data loads.
  15. Validate that after the patient data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  16. Select "By Unit" from the 'View:' field.
  17. Validate the grid is cleared, [Refresh Tasks] is disabled, and the 'Unit' field is enabled.
  18. Select "Unit A" from the 'Unit:' field.
  19. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
  20. Validate that after all data is finished loading, the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks' and 'Search Patients' fields are all enabled.
  21. Search for and select any another patient from 'Search Patients' field.
  22. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the patient data loads.
  23. Validate that after the patient data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  24. Click [Clear Search Patient - X] and validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while returning to the caseload view.
  25. Validate that after all data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  26. Validate the 'View' field contains "My Caseload".
  27. Validate the patients shown in the grid match the patients from the 'Current Caseload' grid in the 'Nursing Caseload Assignment' form.
  28. Select "24 Hours" from the 'Tasks Due:' field.
  29. Validate that the only clients, in the current caseload, shown in the grid are those with either overdue tasks or tasks due in the next 24 hours.
  30. Select "By Unit" from the 'View:' field.
  31. Validate the grid is cleared, [Refresh Tasks] is disabled, and the 'Unit' field is enabled.
  32. Select "Unit A" from the 'Unit:' field.
  33. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
  34. Validate that after all data is finished loading, the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  35. Validate the 'Tasks Due:' field contains "All Tasks".
  36. Validate the grid contains only patients who are admitted into the "Unit A".
  37. Select "Due Now" from the 'Tasks' field.
  38. Validate that only patients in "Unit A", with tasks that are currently due or overdue, are shown in the grid.
  39. Select "Unit B" from the 'Unit:' field.
  40. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
  41. Validate that after all data is finished loading, the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  42. Validate the 'Tasks Due:' field contains "All Tasks".
  43. Validate the grid contains only those patients who are admitted into "Unit B".
  44. Keep 'Session A' opened and Login to the 'Avatar NX' application again. (Session B)
  45. Access 'Task List'.
  46. Validate the 'View' field contains "My Caseload".
  47. Validate the patients shown in the grid match the patients from the 'Current Caseload' grid in the 'Nursing Caseload Assignment' form.
  48. Select "By Unit" from the 'View:' field.
  49. Validate the grid data is cleared, [Refresh Tasks] is disabled and 'Unit' field is enabled.
  50. Select "Unit A" from the 'Unit' field.
  51. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients fields are all disabled while the grid loads.
  52. Validate that after all data is finished loading, the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  53. Validate the 'Task Due' field contains "All Tasks".
  54. Validate the grid contains only those patients who are admitted into "Unit A".
  55. Click on the task hyperlink present under the current hour for "Client A" and validate the 'Task' dialog is displayed.
  56. Click [Complete] and validate the 'COMPLETE TASK' dialog is displayed and click [Save].
  57. Validate the task is removed from the 'Current Hour' column.
  58. Switch back to "Session A" from "Session B".
  59. Validate the 'Unit' field contains "Unit B".
  60. Validate "Client A" is not showing in the grid for "Unit B".
  61. Select "My Caseload" from the 'View' field.
  62. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', and 'Refresh Tasks' fields are all disabled while the grid loads.
  63. Validate that after all data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  64. Validate the 'Task Due' field contains "All Tasks".
  65. Validate the patients shown in the grid match the patients from the 'Current Caseload' grid in the Nursing Caseload Assignment' form.
Topics
• Task List
AV-94625 Summary | Details
OENX - Orders This Episode - My Favorites - Validate Days supply and Dispense quantity unit
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OENX - Orders This Episode - My Favorites - Validate Days supply and Dispense quantity unit
Specific Setup:
  • A pharmacy-type order code must be present. (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 and select "Order Code A" in the 'New Order' field.
  3. Set the 'Duration' field to "10" and click [Days].
  4. Validate the 'Days Supply' field displays "10".
  5. Validate the 'Dispense Qty' field displays "30".
  6. Populate all required fields and click [My Favorites - Star].
  7. Click 'My Favorites'.
  8. Select "Order Code A" and click [Add to Scratchpad].
  9. Validate the 'Scratchpad' contains orders for "Order Code A" with a red flag in the 'Action' column.
  10. Select "Order Code A" in the 'Scratchpad'.
  11. Validate the 'Days Supply' field displays "10".
  12. Validate the 'Dispense Qty' field displays "30".
  13. Populate all required fields and click [Update Order] and [Final Review].
  14. Validate the 'Interactions' dialog is displayed.
  15. Override all interactions and click [Save Override and Exit].
  16. Validate the 'Final Review' dialog is displayed.
  17. Select "None" in the 'Output' field for all orders and click [Sign].
  18. Validate the 'Order grid' contains an order for "Order Code A".
Topics
• NX Only • Order Entry Console
AV-94886 Summary | Details
Validate Single Dose Administration Via Multiple Containers
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Fast Dose Dispensing
Scenario 1: myAvatarAM NX: Validate Single Dose Administration Via Multiple Containers
Specific Setup:
  • At least two different inventory types (Xmg and Ymg) must exist for different mg using 'Tablet' as the medication form.
  • Inventory must be available for both inventory types (Container X and Container Y)
  • User must have access to the 'Quick Medication Order' form and the 'Fast Dose Dispensing' form.
Steps
  1. Access the 'Quick Medication Order' form.
  2. Search for and select "Test Patient" in the 'Select Client' field.
  3. Search for and select "Tablet" medication in the 'Medication Type' field.
  4. Select "Recurring" in the 'Order Type' field.
  5. Select "Monday", "Tuesday", "Wednesday", "Thursday", "Friday" for the 'Clinic Visit Days' field.
  6. Select "Single Dose" in the 'Dosage Type' field.
  7. For the 'Dosage 1(mg)' field, enter a dose in which the system will use both Xmg and Ymg to administer the full dose using the least amount of physical inventory (XY Dose) and click [Submit].
  8. Access the 'Inventory and Pump Management' form.
  9. Click [Inventory and Pump Management].
  10. Click 'Unit #1' and select 'Open Inventory'.
  11. Select container "X" and click [Open].
  12. Validate the 'Open Inventory-Verify Balance' message displays the correct balance for container number "X" and click [Yes].
  13. Validate container number "X" is displayed in the 'Open Inventory' confirmation message and click [OK].
  14. Validate container number "X" displays in Unit #1.
  15. Click 'Unit #2' and select 'Open Inventory'.
  16. Select container "Y" and click [Open].
  17. Validate the 'Open Inventory-Verify Balance' message displays the correct balance for container number "Y" and click [Yes].
  18. Validate container number "Y" is displayed in the 'Open Inventory' confirmation message and click [OK].
  19. Validate container number "Y" displays in Unit #2.
  20. Access the 'Fast Dose Dispensing' form.
  21. Search for and select "Test Patient" in the 'Client ID' field.
  22. Click [Dispense] to launch dosing window.
  23. Click [Dispense].
  24. Validate the dose shows as 'Dispensed' for today's date in 'Dispensing Schedule'.
  25. Click [Close].
  26. Remain in the 'Fast Dose Dispensing' form.
  27. Search for and select "Test Patient" in the 'Client ID' field.
  28. Click [Spill/RTI].
  29. Manually enter "User Password" in the 'Password' field.
  30. Click [T] in the 'Spill/RTI Date' field.
  31. Click [T] in the 'Dose Dispense Date' field
  32. Under 'Dose Record', validate inventory from both Container X and Container Y was used to administer dose.
Topics
• NX Only
AV-95082 Summary | Details
OE NX - Task List - 'View' filter - "By Unit"
Scenario 1: Task List - Filter Task List widget to view patients by Unit
Specific Setup:
  • At least two units must exist. (Unit A) (Unit B)
  • Multiple clients must be admitted into both "Unit A" and "Unit B".
  • Multiple clients must be assigned to the currently logged in user's caseload via the 'Nursing Caseload Assignment' form.
  • At least one client in "Unit A" must have an actionable task under the current hour. (Client A)
Steps
  1. Login to the 'myAvatar NX' application. (Session A)
  2. Access the 'Nursing Caseload Assignment' form.
  3. Validate the 'Current Caseload' grid contains the patients assigned to the currently logged in user.
  4. Select "Unit A" from the 'Select Clients From Unit' field.
  5. Validate the 'Select Clients To Include In Current Caseload' grid contains the patients who are admitted into "Unit A".
  6. Select "Unit B" from the 'Select Clients From Unit' field.
  7. Validate the 'Select Clients To Include In Current Caseload' grid contains the patients who are admitted into "Unit B".
  8. Click [Discard] and validate the 'Confirm Close' dialog is displayed and click [Yes].
  9. Access 'Task List'.
  10. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
  11. Validate that after all data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  12. Validate the 'View' field contains "My Caseload".
  13. Search for and select any patient from 'Search Patients' field.
  14. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the patient data loads.
  15. Validate that after the patient data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  16. Select "By Unit" from the 'View:' field.
  17. Validate the grid is cleared, [Refresh Tasks] is disabled, and the 'Unit' field is enabled.
  18. Select "Unit A" from the 'Unit:' field.
  19. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
  20. Validate that after all data is finished loading, the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks' and 'Search Patients' fields are all enabled.
  21. Search for and select any another patient from 'Search Patients' field.
  22. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the patient data loads.
  23. Validate that after the patient data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  24. Click [Clear Search Patient - X] and validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while returning to the caseload view.
  25. Validate that after all data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  26. Validate the 'View' field contains "My Caseload".
  27. Validate the patients shown in the grid match the patients from the 'Current Caseload' grid in the 'Nursing Caseload Assignment' form.
  28. Select "24 Hours" from the 'Tasks Due:' field.
  29. Validate that the only clients, in the current caseload, shown in the grid are those with either overdue tasks or tasks due in the next 24 hours.
  30. Select "By Unit" from the 'View:' field.
  31. Validate the grid is cleared, [Refresh Tasks] is disabled, and the 'Unit' field is enabled.
  32. Select "Unit A" from the 'Unit:' field.
  33. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
  34. Validate that after all data is finished loading, the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  35. Validate the 'Tasks Due:' field contains "All Tasks".
  36. Validate the grid contains only patients who are admitted into the "Unit A".
  37. Select "Due Now" from the 'Tasks' field.
  38. Validate that only patients in "Unit A", with tasks that are currently due or overdue, are shown in the grid.
  39. Select "Unit B" from the 'Unit:' field.
  40. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
  41. Validate that after all data is finished loading, the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  42. Validate the 'Tasks Due:' field contains "All Tasks".
  43. Validate the grid contains only those patients who are admitted into "Unit B".
  44. Keep 'Session A' opened and Login to the 'Avatar NX' application again. (Session B)
  45. Access 'Task List'.
  46. Validate the 'View' field contains "My Caseload".
  47. Validate the patients shown in the grid match the patients from the 'Current Caseload' grid in the 'Nursing Caseload Assignment' form.
  48. Select "By Unit" from the 'View:' field.
  49. Validate the grid data is cleared, [Refresh Tasks] is disabled and 'Unit' field is enabled.
  50. Select "Unit A" from the 'Unit' field.
  51. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients fields are all disabled while the grid loads.
  52. Validate that after all data is finished loading, the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  53. Validate the 'Task Due' field contains "All Tasks".
  54. Validate the grid contains only those patients who are admitted into "Unit A".
  55. Click on the task hyperlink present under the current hour for "Client A" and validate the 'Task' dialog is displayed.
  56. Click [Complete] and validate the 'COMPLETE TASK' dialog is displayed and click [Save].
  57. Validate the task is removed from the 'Current Hour' column.
  58. Switch back to "Session A" from "Session B".
  59. Validate the 'Unit' field contains "Unit B".
  60. Validate "Client A" is not showing in the grid for "Unit B".
  61. Select "My Caseload" from the 'View' field.
  62. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', and 'Refresh Tasks' fields are all disabled while the grid loads.
  63. Validate that after all data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
  64. Validate the 'Task Due' field contains "All Tasks".
  65. Validate the patients shown in the grid match the patients from the 'Current Caseload' grid in the Nursing Caseload Assignment' form.
Topics
• Task List
AV-95709 Summary | Details
Avatar NX - System Templates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Append / Replace
  • Text Editor
Scenario 1: User Modeled Form - "Client" Entity
Specific Setup:
  • A modeled form must be defined (Form A).
  • "Form A" must have two sections with the same name (Section A and Section B).
  • "Section A" must have a scrolling text field defined (Field A).
  • A template must be defined for "Field A" using the 'Scrolling Free Text Templates' form (Template A).
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access "Form A".
  2. Validate the user is on "Section A".
  3. Navigate to "Section B" and validate "Section B" is selected.
  4. Navigate back to "Section A".
  5. Populate all required and desired fields.
  6. Next to "Field A", click [Templates].
  7. Select "Template A" from the 'System Templates' field.
  8. Validate "Field A" field displays the "Template A" contents.
  9. Next to "Field A", click [Templates].
  10. Select "Template A" from the 'System Templates' field.
  11. Validate "Template A" dialog displays stating: "There is currently information within this text box. The template can either replace the current information or can be appended to the current information."
  12. Select [Append].
  13. Validate "Field A" displays "Template A" appended with previous content as expected.
  14. Next to "Field A", click [Templates].
  15. Select "Template A" from the 'System Templates' field.
  16. Validate "Template A" dialog displays stating: "There is currently information within this text box. The template can either replace the current information or can be appended to the current information."
  17. Select [Replace].
  18. Validate "Field A" displays the "Template A" content replaced as expected.
  19. Click [Text Editor].
  20. Validate the 'Text Editor' field displays "Template A" as expected.
  21. Place the cursor anywhere in between the content in the 'Text Editor' field.
  22. Next to 'Text Editor', click [Templates].
  23. Select "Template A" from the 'System Templates' field.
  24. Validate "Append, Insert, or Replace All?" dialog displays stating: "There is currently information within this text box. The template can either replace the current information or can be appended to the current information. Please choose an option below."
  25. Select [Insert].
  26. Validate the 'Text Editor' field displays the "Template A" content inserted in the previous content as expected.
  27. Next to 'Text Editor', click [Templates].
  28. Select "Template A" from the 'System Templates' field.
  29. Validate "Append, Insert, or Replace All?" dialog displays stating: "There is currently information within this text box. The template can either replace the current information or can be appended to the current information. Please choose an option below."
  30. Select [Append].
  31. Validate the 'Text Editor' field displays "Template A" appended with previous content as expected.
  32. Next to 'Text Editor', click [Templates].
  33. Select "Template A" in the 'System Templates' field.
  34. Validate "Append, Insert, or Replace All?" dialog displays stating: "There is currently information within this text box. The template can either replace the current information or can be appended to the current information. Please choose an option below."
  35. Select [Replace All].
  36. Validate the 'Text Editor' field displays the "Template A" content replaced as expected.
  37. Click [Save].
  38. Click [Submit].
  39. Validate a 'Form Return' dialog stating: "Form A has completed. Do you wish to return to form?"
  40. Click [No].
  41. Validate the user is taken back to the myDay view and "Client A" is in context.
  42. Click [Clear Client].
Topics
• Modeling • System Templates
AV-95897 Summary | Details
Avatar NX - Progress Notes
Internal Test Only
Topics
n/a
AV-96121 Summary | Details
OE NX- Orders This Episode - 'My Favorites'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - My favorites - Duration in Doses
Specific Setup:
  • A client must have an active episode. (Client A) (Non-External Pharmacy Mode)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as 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 medication in the 'New Order' field.
  3. Set the 'Duration field to "10", click [Doses], and click [My Favorites Star].
  4. Refresh the page and click [My Favorites].
  5. Validate the row created for this order is the last row in the 'My Favorites' dialog.
  6. Validate the duration value exists in the corresponding row.
  7. Check the row for this order and click [Add to Scratchpad].
  8. Validate "10" is displayed in the 'Duration' field and [Doses] is selected.
  9. Validate the 'Start Date', 'Start Time', 'Stop Date', and 'Stop Time' fields contain the correct values.
  10. Populate all the other required fields.
  11. Click [Update Order] and validate that row in scratchpad does not have red flag for missing fields.
  12. Click [Sign] and validate the order displays in the 'Order grid'.
Topics
• Order Entry Console
AV-96173 Summary | Details
Task List - 'Hr/Day:' Filter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Collect Specimens
  • Order Code Setup
  • Orders This Episode
  • Task List
Scenario 1: Task List - Lab Collection - Backdated Order
Specific Setup:
  • The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry must be set to "Y".
  • 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 “Lab”.
  • 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. Search for and select any lab order-type order.
  3. Select "Daily-12:00 PM" from the 'Frequency' dropdown list.
  4. Select "Blood" from the 'Specimen Type' dropdown list.
  5. Set the 'Duration' field to "17" and click [Days].
  6. Set the 'Start Date' field to "T-2" and 'Start Time' field to "0000".
  7. Populate all the required fields and click [Add to Scratchpad] and click [Sign].
  8. Validate the 'Order Grid' contains the lab order.
  9. Access the 'Task List' widget.
  10. Search for and select "Client A" from the 'Search Clients' field.
  11. Validate the 'Hr/Day' field contains "Hour".
  12. Validate 'Overdue' column contains "Lab Collection".
  13. Validate "Lab Collection" is displayed in the '1200 | Current Date' column.
  14. Click on 'Lab Collection' link and verify the order is not duplicated.
  15. Click on the right arrow and scroll through the date and time columns.
  16. Validate "Lab Collection" is displayed under all the scheduled date and time columns, based on the frequency and duration selected.
  17. Click on 'Lab Collection' link and verify the order is not duplicated.
  18. Click on the left arrow and scroll through the date and time columns.
  19. Validate "Lab Collection" is displayed under all the scheduled date and time columns, based on the frequency and duration selected.
  20. Click on 'Lab Collection' link and verify the order is not duplicated.
  21. Select "Day" from the 'Hr/Day' field.
  22. Validate "Lab Collection" is displayed under the correct day columns, based on the frequency and duration selected.
  23. Click on 'Lab Collection' link and verify the order is not duplicated.
  24. Click on the right arrow and scroll through the Dates.
  25. Validate "Lab Collection" is displayed under the correct day columns, based on the frequency and duration selected.
  26. Click on 'Lab Collection' link and verify the order is not duplicated.
  27. Click on the left arrow and scroll through the dates.
  28. Validate "Lab Collection" is displayed under the correct day columns, based on the frequency and duration selected.
  29. Click on 'Lab Collection' link and verify the order is not duplicated.
  30. Click on the 'Lab Collection' link present under 'Overdue' column.
  31. Validate the 'Collect Specimen' dialog is displayed.
  32. Select the checkbox for the order to be administered and click [Collect].
  33. Perform 'Order Acknowledgement' and 'Medication Education' for the order.
  34. Validate the 'Specimen Type' field contains "Blood" and click [Select Site].
  35. Validate the 'Specimen Site Blood' dialog is displayed and set the 'Other' field to any value.
  36. Click [Enter] and [OK].
  37. Select "Nurse Administered" from the 'Collection Event' field and "Yes" from the 'Fasting' field.
  38. Click [Address Alerts] and validate the 'Lab Collection Warning' dialog is displayed.
  39. Select and override all the warnings.
  40. Click [Save Override(s)], [Close], and [Sign].
Topics
• Task List
AV-96180 Summary | Details
Avatar NX - eMAR Widget
Scenario 1: Avatar NX - validate ability to add widgets to a view that contains the eMAR webswing widget
Specific Setup:
  • User must have a view defined with customization enabled (View A).
  • "View A" must have the following widgets assigned in the 'View Definition' form:
  • (Widget A), (Widget B), (Widget C) and (Widget D).
  • "Widget A" must be a webswing widget.
  • "Widget A" and "Widget B" must be added to the layout of "View A" in the 'View Definition' form.
Steps
  1. Navigate to "View A".
  2. Validate "Widget A" and "Widget B" display as expected.
  3. Validate "Widget A" loads and displays as expected.
  4. Select the 'Customize Toggle' button so that it is enabled.
  5. Validate "Widget A" does not display any data.
  6. Select the 'My Activity' menu.
  7. Select the 'View/Add Widgets' tab.
  8. Validate "Widget C" and "Widget D" display as expected in the list view.
  9. Drag and drop "Widget C" on to "View A".
  10. Validate "Widget C" displays as expected.
  11. Drag and drop "Widget D" on to "View A".
  12. Validate "Widget D" displays as expected.
  13. Select the 'Customize Toggle' button so that it is disabled.
  14. Validate "Widget A", "Widget B", "Widget C" and "Widget D" display as expected on the view.
  15. Validate "Widget A" loads and displays as expected.
Topics
• eMAR NX • Widgets
AV-96228 Summary | Details
Avatar NX - Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
  • Guarantors/Payors
Scenario 1: 'Financial Eligibility' - file financial eligibility for a client
Specific Setup:
  • Guarantors/Payors: Two guarantors, (Guarantor A) & (Guarantor B), are identified that each have a 'Default Guarantor Plan' and the 'Associated Plans' only has the value of the 'Default Guarantor Plan' selected. Ensure that the guarantors have different values in 'Default Guarantor Plan' and 'Associated Plans'
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Financial Eligibility' form.
  2. Select the 'Guarantor Selection' section.
  3. Close the left side bar.
  4. Validate the 'Guarantor Information' table dynamically resizes as expected.
  5. Open the left side bar.
  6. Validate the 'Guarantor Information' table dynamically resizes as expected.
  7. Click [Add New Item].
  8. Enter "Guarantor A" in 'Guarantor #' field.
  9. Validate an "Information" message is displayed stating: Selecting This Guarantor Will Over-Write Any Previous Plan Information. The Master Plan Information Will Default.
  10. Click [OK].
  11. Validate that the correct plan displays in 'Guarantor Plan'.
  12. Select "Yes" in the 'Eligibility Verified' field.
  13. Enter desired date in the 'Coverage Effective Date' field.
  14. Select any value in the 'Client's Relationship To Subscriber' field.
  15. Enter any value in the format of LASTNAME,FIRSTNAME in the 'Subscriber's Name' field.
  16. Enter any value in the 'Subscriber Address - Street Line 1' field.
  17. Enter any value in the 'Subscriber's Address - Zip' field.
  18. Enter any value in the 'Subscriber's Social Security #' field.
  19. Select any value in the 'Subscriber Sex' field.
  20. Select any value in the 'Subscriber Release Of Info' field.
  21. Select "Yes" in the 'Subscriber Assignment of Benefits' field.
  22. Repeat steps c – p for "Guarantor B".
  23. Click [Edit] in ‘Guarantor Information’ for "Guarantor A".
  24. Validate that the correct information displays for all fields.
  25. Click [Edit] in ‘Guarantor Information’ for "Guarantor B".
  26. Validate that the correct information displays for all fields.
  27. Select the 'Financial Eligibility' tab.
  28. Select "Guarantor A" in the 'Guarantor #1' field.
  29. Select "Guarantor B" in the 'Guarantor #2' field.
  30. Close the left side bar.
  31. Click [Submit].
  32. Open the 'Financial Eligibility' form for "Client A".
  33. Select the 'Guarantor Selection' section.
  34. Validate the 'Guarantor Information' table displays as expected.
  35. Click [Edit Selected Item] for "Guarantor A".
  36. Validate that all data is correct.
  37. Click [Edit Selected Item] for "Guarantor B".
  38. Validate that all data is correct.
  39. Close the form.
Topics
• Financial Eligibility • Guarantor
AV-96541 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).
  • Have a practitioner with multiple credentials configured in 'Practitioner Enrollment' (Practitioner A).
  • An additional column must be configured in the 'Entity Information Display' form for "Practitioner Credentials".
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. Select "Practitioner A" from the 'Staff Responsible' field.
  14. Validate "Practitioner A" displays with its credentials as expected.
  15. Click [Return to Plan], [OK], and [Launch Plan].
  16. Validate tree area displays red flag for each item.
  17. Select "Active" in the 'Status' field.
  18. Validate the tree area displays "Active" for the 'Problem' and the flag no longer displays.
  19. Click [Return to Plan], [OK], and [Launch Plan].
  20. Validate the tree area displays "Active" for 'Problem' and the flag no longer displays.
  21. Click the [Return to Plan] and [OK].
  22. Select "Final" in the 'Draft/Final' field.
  23. Click [Submit].
  24. Select "Client A" and access the 'Treatment Plan' form.
  25. Select the treatment plan filed in the previous steps and click [Edit].
  26. Validate all previously filed data is displayed.
  27. Close the form.
Topics
• Treatment Plan
AV-97108 Summary | Details
OE NX - Order Entry Console - Open-Ended Renew Orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Registry Settings (PM)
Scenario 1: OE NX - Orders This Episode - Pharmacy open ended orders (For Non-External Pharmacy)
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow Open-Ended Orders' registry setting must be set "Y".
  • Please log out of and back into the application after this configuration has been done.
  • Two pharmacy-type order codes must exist. (Order Code A) (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. Search for and select "Order Code A" in the 'New Order' field.
  3. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  4. Validate the 'Order grid' contains an order for "Order Code A".
  5. Select "Order Code A" from the 'Order grid' and click [Renew].
  6. Validate the 'Open Ended' field is enabled and "No" is pressed.
  7. Click [Yes].
  8. Validate the 'Renew' field "is disabled".
  9. Validate the 'New Stop Date' field "is disabled".
  10. Validate the 'New Stop Time' field "is disabled".
  11. Click [Add to Scratchpad].
  12. Validate the 'Scratchpad' contains an order for "Order Code A" with no missing required field flag.
  13. Click [Sign] and validate the 'Order grid' contains an order for "Order Code A".
  14. Validate the 'Stop Date' column contains no value for "Order Code A".
  15. Access the 'Registry Settings' form, set the 'Limit Registry Settings to the Following Search Criteria' field to "Allow Open-Ended Orders" and click [View Registry Settings].
  16. Select "Allow Open-Ended Orders Registry Setting Value:" and click [OK].
  17. Set the 'Registry Setting Value' to "N" and click [Submit].
  18. Validate the 'Registry Editor Filing' dialog contains "Results filing value N to Avatar Order Entry->Facility Defaults->Client Profile->->->Allow Open-Ended Orders" and click [OK].
  19. Validate the 'Form Return' dialog contains "Registry Settings has completed. Do you wish to return to form?" and click [No].
  20. Please log out of and back into the application.
  21. Select "Client A" and access the Order Entry Console.
  22. Search for and select "Order Code B" in the 'New Order' field.
  23. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  24. Validate the 'Order grid' contains an order for "Order Code B".
  25. Select "Order Code B" from the 'Order grid' and click [Renew].
  26. Validate the 'Open Ended' field is disabled and "No" is pressed.
Topics
• Order Entry Console
AV-97344 Summary | Details
Avatar NX - Form Bundles
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
  • Financial Eligibility
  • Update Client Data
Scenario 1: Form Bundler - Simultaneous - discarding a form
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A simultaneous form bundle must be defined with numerous forms (Bundle A).
Steps
  1. Select "Client A" and access "Bundle A".
  2. Validate the first form in the bundle displays as expected.
  3. Select the form tab, and navigate to the last form in the bundle.
  4. Discard the form.
  5. Validate the user is taken back to the first form in the bundle.
  6. Select the form tab, and navigate to a different form in the bundle.
  7. Select the form tab, and navigate back to the first form in the bundle.
  8. Continue through the bundle by discarding or submitting the forms.
  9. Validate the user is taken by to the myDay view when the last form has been submitted or discarded.
Topics
• Form Bundles
AV-97345 Summary | Details
OE NX - Orders This Episode and Admission Reconciliation - Variable dose
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Order Entry Console
Scenario 1: OE NX - Admission Med Reconciliation - Variable Dose - New Order
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Enable Variable Dose Support in the OE Console (Orders This Episode)' registry setting must be set to "Y".
  • The ‘(525) Maximum Eventual Order Duration' extended attribute must be set to no value 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 exist. (Order Code A)
  • A client must have an inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Admission Medication Reconciliation' tab.
  3. Search for and select "Order Code A" in the 'New Order' field.
  4. Set the 'Dose' field to "1".
  5. Validate the 'Dose Unit' field contains "Tablet".
  6. Select any value in the 'Freq' field.
  7. Click the Variable Dose Plus sign (+)
  8. Set the 2nd 'Dose' field to "2".
  9. Validate the 2nd 'Dose Unit' field contains "Tablet".
  10. Validate the 2nd 'Freq' field is required.
  11. Select any value in the 2nd 'Freq' field
  12. Populate all required fields and click [Add to Scratchpad] and [Reconcile & Review].
  13. Validate the ‘Interactions’ dialog is displayed.
  14. Override all interactions and click [Save Override and Exit].
  15. Validate the 'Final Review' dialog is displayed.
  16. Select "None" in the 'Output' field for the order and click [Sign].
  17. Validate the 'Admission Medication Reconciliation' tab is in view-only mode.
Topics
• Order Entry Console
AV-97371 Summary | Details
OE NX - Non-Pharmacy Order - 'Require Reason Code' Registry Setting = "prn"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Frequency Code Setup
  • Order Code Setup
  • Order Entry Console
  • Orders This Episode
  • Registry Settings (PM)
Scenario 1: OE NX - Non-Pharmacy Order Type - 'Require Reason Code' registry setting = "prn"
Specific Setup:
  • A non-pharmacy order type must exist. (Order Type A)
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Order Type A”:
  1. 'Order Type Category:' = Not Applicable
  2. 'Default Orders To Open-Ended When No Default Duration:' = "Yes"
  3. 'Require ICD-9 Diagnosis On Orders:' = "No"
  4. 'Disallow Renew Order Action:' = "Yes"
  5. 'Allow Open-Ended Orders:' = "Yes"
  6. 'Perform Basic Duplicate Order Code Checking:' = "Yes"
  7. 'Warn If Order Is Too Long For Printed Administration Record:' = "Warning"
  8. 'Allow Only One Active Order At A Time:' = "No"
  9. 'Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only):' = "Diagnosis, Duration, Frequency, Reason, Stop Date and Duration"
  10. 'Enable Education in OE Console (OTE):' = "No"
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Require Reason Code' registry setting must be set to "prn".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • An "Order Type A" order code must exist. (Order Code A)
  • A PRN frequency code must exist. (Frequency Code A)
  • In the 'Order Code Setup' form "Order Code A" must have the 'Default Frequency Code' field set to "Frequency Code A".
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as 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. Set the 'New Order' field to "Order Code A".
  3. Validate the 'Priority' field is required and "PRN" is selected.
  4. Validate the 'Start date' and 'Start time' fields are required.
  5. Validate that the 'Start Date' field contains the current date.
  6. Validate that the 'Start Time' field contains the current time.
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "Order Code A".
Topics
• Order Entry Console
AV-97472 Summary | Details
Task List - Lab Collection Event - Edit
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Orders This Episode
  • Task List
  • Task List - LAB COLLECTION WARNING
  • Task List - SPECIMEN COLLECTION
  • Task List - Task History
Scenario 1: Task List - Lab - Edit Administration
Specific Setup:
  • At least two dictionary codes must be defined in the eMAR Tabled Files '(10000) Administration Event' dictionary. (Administration Event A)(Administration Event B)
  • The ‘(10002) Successful Administration?’ extended attribute must be set to “Yes” in the eMAR Tabled Files ‘(10000) Administration Event’ dictionary for “Administration Event A”.
  • The following extended attributes must be set in the eMAR Tabled Files ‘(10000) Administration Event' for “Administration Event B”:
  • ‘(10002) Successful Administration?’ = “No”.
  • ‘(10016) Additional Attempts Planned’ = “Yes”.
  • Please log out of the application and log back in after completing the above configuration.
  • A lab-type order code must exist. (Lab Code A)
  • A routine frequency with scheduled hours of administration every hour must exist. (Frequency Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select "Lab Code A" from the 'New Order' field.
  3. Select "Frequency Code A" from the 'Frequency' field.
  4. Fill out any remaining required fields.
  5. Click [Add to Scratchpad] and [Sign].
  6. Access the 'Task List' widget.
  7. Search for and select "Client A" from the 'Search Clients' field.
  8. Validate a task for "Lab Collection" is listed under the 'Next Hour' column.
  9. Click the "Lab Collection" task and select "Lab Code A" from the 'Collect Specimens' dialog.
  10. Click [Collect], [Acknowledge], and then [Educate].
  11. Validate 'Specimen Collection' slide out opens.
  12. Select "Administration Event A" from the 'Collection Event' field.
  13. Fill out any remaining required fields and click [Sign].
  14. Validate the task is removed from the grid.
  15. Click the ellipses, in the client card, and then click [View Task History].
  16. Validate the 'Task History' dialog opens.
  17. Click the 'Edit' icon for the recently administered lab collection.
  18. Validate the 'Collection Event' field contains "Administration Event A".
  19. Select "Administration Event B" from the 'Collection Event' field.
  20. Click [Sign].
  21. Validate the task is once again shown in the grid under the 'Next Hour' column.
  22. Validate the 'additional attempts planned' icon is displayed to the left of the task.
Topics
• Task List
AV-98045 Summary | Details
OE NX- Home Medications - Interaction hyperlink
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
  • App Dashboard
  • Order Entry Console
Scenario 1: OE NX - Home Medications - Multiple Orders - Create and Modify
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 any reason code (Reason Code A).
  • At least two pharmacy type order codes must exist. (Order Code A) (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 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] and [Final Review].
  9. Click [None] and then [Sign] in the 'Final Review' dialog.
  10. Select "Order Code A" from the 'Order grid' and click [Modify].
  11. Clear the 'Reason Text' field and click [Add to Scratchpad].
  12. Validate there is a missing required field flag.
  13. Click the order from the scratchpad and populate the 'Reason Text' field.
  14. Click [Update Order] and [Final Review].
  15. Click [None] and then [Sign] in the 'Final Review' dialog.
  16. Click [Edit Allergy] and add a new allergy for "Order Code B" with a 'Status' of "Confirmed".
  17. Click [Save] and [Discard].
  18. Select the 'Home Medication' tab and uncheck the 'Reported' checkbox.
  19. Search for and select "Order Code B" in the 'New Order' field.
  20. Validate that there is a hyperlink labeled "At least one warning has been found with this order code.".
  21. Populate the required fields.
  22. Click [Add to Scratchpad] and [Final Review].
  23. Provide an override to the interaction warning and click [Save and Close] and [Sign].
  24. Select "Order Code B" from the 'Order grid' and click [Modify].
  25. Validate the 'New Order' field is disabled.
  26. Click the 'Interaction Warning' hyperlink and validate the 'Interaction' dialog appears.
  27. Provide an override reason and click [Save Override and Exit].
  28. Validate 'New Order' field is still disabled.
Topics
• Home Medications
AV-98061 Summary | Details
Avatar NX - Widgets
Scenario 1: Avatar NX - validate the ability to add widgets to an empty view
Specific Setup:
  • User must have an empty view defined with customization enabled (View A).
  • Multiple widgets must be assigned to "View A" in 'View Definition'.
  • (Widget A), (Widget B) and (Widget C).
Steps
  1. Navigate to "View A".
  2. Validate the view displays empty.
  3. Select the 'Customize Toggle' button so that it is enabled.
  4. Select the 'My Activity' menu.
  5. Select the 'View/Add Widgets' tab.
  6. Validate "Widget A", "Widget B" and "Widget C" display as expected in the list view.
  7. Drag and drop "Widget A" on to "View A".
  8. Validate "Widget A" displays as expected.
  9. Drag and drop "Widget B" on to "View A".
  10. Validate "Widget B" displays as expected.
  11. Drag and drop "Widget C" on to "View A".
  12. Validate "Widget C" displays as expected.
  13. Select the 'Customize Toggle' button so that it is disabled.
  14. Validate "Widget A", "Widget B" and "Widget C" display as expected on the view.
Topics
• View Definition • Widgets
AV-98062 Summary | Details
Avatar NX - Client Dashboard
Scenario 1: NX - 'My Clients' and 'Recent Clients' Functionality
Specific Setup:
  • Three user must be defined (User A), (User B) and (User C).
  • "User A" has a small number of clients in their caseload.
  • "User B" has a large number of clients in their caseload.
  • "User C" should have none or few clients in their caseload.
  • "User A" must be associated to a user role (Role A).
  • The 'Enable enhanced caseload management from the 'Clients and Data' widget' registry setting must be set to "Role A".
  • Please log out of the application and log back in after completing the above configuration.
  • Multiple clients must have active episodes (Client A and Client B).
  • "Client B" must be part of "User A's" caseload.
  • "Client A" must be part of "User B's" caseload.
Steps
  1. Login as "User A".
  2. Scroll from top to bottom of the 'My Clients' field and validate the scrolling is smooth.
  3. Search and select "Client A" in the 'What can I help you find?' field.
  4. Validate "Client A" is added in the 'Recent Client' field and displays highlighted with a green bar to show client in context.
  5. Validate "Client A" is in context in the client header.
  6. Deselect "Client A".
  7. Validate "Client A" still displays in the 'Recent Clients' field but is no longer in context.
  8. Select "Client A" and validate the additional field displays at the top of the 'Recent Clients' field.
  9. Right click on "Client A" and select "Open Dashboard".
  10. Validate 'Client Dashboard' slides in and displays as expected.
  11. Click [Close].
  12. Right click on "Client A" and select "Add to My Caseload".
  13. Validate a field is added at the top of the 'My Clients' field and displays "Client A" in context with a green bar.
  14. Right click on "Client A" in the 'My Clients' field and select "Remove From My Caseload".
  15. Validate "Client A" is no longer displayed under 'My Clients' and is also removed from context in the client header.
  16. Select "Client B" from the 'My Clients' field.
  17. Validate "Client B" displays at the top of 'My Clients' with a green bar and also in context in the client header.
  18. Right click on "Client B" and select "Open Dashboard".
  19. Validate 'Client Dashboard' slides in and displays as expected.
  20. Click [Close].
  21. Right click on "Client B" and select "Remove From My Caseload".
  22. Validate "Client B" is no longer in context but is still part of the 'My Clients' field.
  23. Logout.
  24. Login as "User B".
  25. Scroll from top to bottom of the 'My Clients' field and validate the scrolling is smooth.
  26. Select "Client A" from 'My Clients' field.
  27. Validate "Client A" displays at the top of 'My Clients' with a green bar and also in context in the client header.
  28. Right click on "Client A" and select "Open Dashboard".
  29. Validate 'Client Dashboard' slides in and displays as expected.
  30. Click [Close].
  31. Access the 'Progress Notes (Group and Individual)' form.
  32. Validate "Client A" is no longer highlighted in green under the 'My Clients' field.
  33. Validate "Client A" displays in the 'Select Client' field.
  34. Navigate to the myDay view.
  35. Validate the "Client A" displays with a green bar under the 'My Clients' field and is also in context in the client header.
  36. Navigate to the open 'Progress Notes (Group and Individual)' form.
  37. Click [Discard].
  38. Logout.
  39. Login as "User C".
  40. Validate no scroll bar displays in the 'My Clients' field.
  41. Logout.
Topics
• My Clients
AV-98095 Summary | Details
NX Task List - All Task
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
  • Task Frequency
Scenario 1: NX_Task List - Allow Tasks To Only Be Completed By The Allowed Users - 'Tasks' filter
Specific Setup:
  • At least two practitioner categories must exist. (Practitioner Category A) (Practitioner Category B)
  • Two users must exist. (User A) (User B)
  • In the 'Practitioner Enrollment' form "User A" must have the 'Practitioner Category' field set to "Practitioner Category A".
  • In the 'Practitioner Enrollment' form "User B" must have the 'Practitioner Category' field set to "Practitioner Category B".
  • A frequency code, with scheduled administration times at 0900 and 2100, must exist. (Frequency Code A)
  • A task frequency code must exist that is set up to be related to "Frequency Code A" in the 'Task Frequency' form. (Task Frequency Code A)
  • A task must exist. (Task A)
  • In the 'Task Definitions' form, "Task A" must be defined with the following settings:
  • 'Default Frequency' = "Task Frequency Code A".
  • 'Default Staff Categories' = "Practitioner Category A".
  • A pharmacy-type order code must exist. (Order Code A)
  • In the 'Task Associations' form, "Task A" must be associated via 'Order Entry' to "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. While logged in as "User A", select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Select "Frequency Code A" from the 'Freq' field.
  4. Populate any remaining required fields, click [Add to Scratchpad] and [Sign].
  5. Access the 'Task List' widget.
  6. Search for and select "Client A" from the 'Search Patients' field.
  7. Validate that under the '2100' column, for the current date, a task for "Task A" is visible.
  8. Hover over "Task A" and validate that options for "Complete", "Mark as Attempted" and "Dismiss" are all available.
  9. Log out of the application and then log back in as "User B".
  10. Access the 'Task List' widget.
  11. Search for and select "Client A" from the 'Search Patients' field.
  12. Validate "My Tasks" is selected in the 'Tasks:' filter.
  13. Validate that only tasks that can be completed by the current user are displayed.
  14. Validate that under the '2100' column, for the current date, no task for "Task A" is visible.
  15. Select "All Tasks" from the 'Tasks:' filter.
  16. Validate that under the '2100' cell, for the current date, a task for "Task A" is now visible.
  17. Hover over "Task A" and validate that options for "Complete", "Mark as Attempted" and "Dismiss" are not available and instead, text stating "Task may not be completed by the current login user." is displayed.
  18. Click on "Task A" and validate that "Task may not be completed by the current login user." is still displayed and then click [X].
Topics
• Task List
AV-98213 Summary | Details
Avatar NX - All Documents Widget
Internal Test Only
Topics
n/a
AV-98215 Summary | Details
Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Copy and Paste Functionality
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Allow Posting of Zero Dollar Payment'.
  • Set the 'Registry Setting Value' to 'Y'
  • Posting/Adjustment Codes Definition:
  • 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.
  • Client Ledger:
  • The services are distributed to the guarantor assigned to the client in the financial eligibility record.
  • An interim billing batch is created to include client, guarantor, and services.
Steps
  1. Open the "Spreadsheet Batch Remittance Posting" form.
  2. Click [Create Batch] in 'Create, Edit, Or Delete Remittance Batch'.
  3. Enter any value in 'Batch Description'.
  4. Select the desired interim batch in 'Interim Batch Number'.
  5. Select a date from 'Posting Date'.
  6. Select a date from 'Date Of Receipt'.
  7. Click [Launch Work Screen].
  8. Validate that the client's services display, noting that the first row shows a summation of the services for the selected guarantor.
  9. Check the “+” row.
  10. For any service row, enter any 'Payment Amount' in 'Payment Amount'.
  11. Click [Copy] button.
  12. For any service row, Click 'Payment Amount'.
  13. Click [Paste] button.
  14. Verify 'Payment Amount' in summary row is updated correctly.
  15. Enter any 'Payment Code' in 'Payment Code'.
  16. Press Ctrl +c in keyboard.
  17. For any service row, enter any 'Payment Amount' in 'Payment Amount'.
  18. Click [Payment Code].
  19. Pres Ctrl + v in keyboard.
  20. Validate 'Payment Code' is pasted.
  21. For any service row, enter any 'Payment Amount' in 'Payment Amount'.
  22. Click [Undo].
  23. Validate the 'Payment Amount' set in previous step is erased.
  24. Click [Redo].
  25. Validate the 'Payment Amount' set in previous step is set back.
  26. Press Ctrl + z in keyboard.
  27. Validate the 'Payment Amount' set in previous step is erased.
  28. Press Ctrl + y in keyboard.
  29. Validate the 'Payment Amount' set in previous step is set back.
  30. Click [Accept].
  31. Click [Submit].
  32. Validate the message 'Posted'.
  33. Click [OK].
  34. Validate the Form Return Dialog.
  35. Click [No].
  36. Repeat steps 10- 29 for 'Adjust Amount' and 'Transfer Amount'.
  37. Click [Accept].
  38. Click [Submit].
  39. Validate the message 'Posted'.
  40. Click [OK].
  41. Validate the Form Return Dialog.
  42. Click [No].
Topics
• Spreadsheet Batch Remittance Posting • Spreadsheet Remittance Posting
AV-98216 Summary | Details
Spreadsheet Batch Remittance Posting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Cut functionality
Specific Setup:
  • Registry Settings:
  • ‘Allow Posting of Zero Dollar Payment' = Y.
  • Posting/Adjustment Codes Definition:
  • 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.
Steps
  1. Open the "Spreadsheet Batch Remittance Posting" form.
  2. Click [Create Batch] in 'Create, Edit, Or Delete Remittance Batch'.
  3. Enter any value in 'Batch Description'.
  4. Select a date from 'Posting Date'.
  5. Select a date from 'Date Of Receipt'.
  6. Click [Launch Work Screen].
  7. Verify that the desired 'Client' created in setup displays in the grid.
  8. Select an episode for the selected client in the 'Ep #' field.
  9. Select 'Payor' assigned in setup in 'Payor'.
  10. Check the “+” row.
  11. Validate that the client's services display, noting that the first row shows a summation of the services for the selected guarantor.
  12. For any service row, enter 'Payment Amount' in 'Payment Amount'.
  13. Enter any 'Payment Code' in 'Payment Code'.
  14. Click [Payment Amount].
  15. Click [Cut].
  16. Validate the 'Payment Amount' cell shows a red outline indicating a missing required field.
  17. Validate 'Payment Amount' is equal to '-'.
  18. Click [Payment Code].
  19. Press 'Ctrl + x' in keyboard.
  20. Validate 'Payment Amount' and 'Payment Code' cell does not have a red outline.
  21. Validate the 'Payment Code' is empty.
  22. Repeat steps 8 to 17 for 'Transfer Amount' and 'Transfer Code'.
  23. Repeat steps 8 to 17 for 'Adjustment Amount' and 'Adjustment Code'.
  24. For any service row, enter any 'Payment Amount' in 'Payment Amount'.
  25. Enter any 'Payment Code' in 'Payment Code'.
  26. Verify the 'New Balance' field is updated with the balance after all amounts are updated.
  27. Validate 'Payment Amount' in summary row.
  28. Validate 'Liability' in summary row.
  29. Validate 'Total Charges' in summary row.
  30. Click [Accept].
  31. Click [Submit].
  32. Validate dialog contains ' Remittance batch #X posted'.
  33. Validate Form Return dialog.
  34. Click [No].
Topics
• Spreadsheet Batch Remittance Posting
AV-98217 Summary | Details
Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Creating a new remittance batch
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Allow Posting of Zero Dollar Payment'.
  • Set the 'Registry Setting Value' to 'Y'.
  • Admission:
  • A new client is added, or an existing client is identified. Note the Client id/name.
  • Financial Eligibility:
  • The guarantor(s) assigned to the client. Note the Guarantor code(s) /name (s).
  • Recurring Client Charge Input:
  • Services are rendered to the client and the liability distributed to the guarantor based on the guarantor's setup in Financial Eligibility. Note the service start/ end date and service code used.
  • Client Ledger:
  • Verify the services rendered to the client are distributed correctly to the guarantor assigned to the client in the 'Financial Eligibility' from.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Click [Create Batch] in the 'Create, Edit, Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Select any value in 'Default Payment Code'.
  5. Select any value in 'Default Adjustment Code'.
  6. Enter future date in the 'Posting Date' field.
  7. Verify the error message regarding future date not allowed.
  8. Enter past or current date in the 'Posting Date' field.
  9. Verify the system allows past and current date.
  10. Enter future date in the 'Date Of Receipt' field.
  11. Verify the error message regarding future date not allowed.
  12. Enter past or current date in the 'Date Of Receipt' field.
  13. Verify the system allows past and current date.
  14. Click the [Launch Work Screen]
  15. Enter an 'Client ID' in the 'Client' field.
  16. Select an episode for the selected client in the 'Ep #' field.
  17. Select 'Payor' assigned in the setup in 'Payor'.
  18. Click [+] in the first column of the row.
  19. Validate that the client's services display, noting that the first row shows a summation of the services for the selected guarantor.
  20. For any service row, enter an amount in the 'Payment Amount' field.
  21. Validate 'Default Payment Code' selected auto populates in 'Payment Code' field.
  22. Enter an amount in the 'Adjust Amount' field.
  23. Validate 'Default Adjustment Code' selected auto populates in 'Adjustment Code' field.
  24. Validate 'Payment Amount' in summary row.
  25. Validate 'Adjustment Amount' in summary row.
  26. Enter an amount in the 'Transfer Amount' field.
  27. Select a code in the 'Transfer Code' field.
  28. Select a guarantor in the 'Transfer Guar' field.
  29. Verify the 'New Balance' field is updated with the balance after all amounts are updated.
  30. Validate 'Liability' in summary row.
  31. Validate 'Total Charges' in summary row.
  32. Repeat steps 20- 32 for a different service row.
  33. Click [Accept].
  34. Click [Submit].
  35. Validate dialog contains 'Remittance batch #X posted'.
  36. Validate Form Return dialog.
  37. Click [No].
  38. Open "Client Ledger".
  39. Click [All Episodes] in 'Claim/Episode/All Episodes'.
  40. Click [Simple] in ‘Ledger Type’.
  41. Click [Process].
  42. Validate that the payment, adjustments, and transfers are displayed and that the ‘TOTAL BALANCE BY GUARANTOR’ amount is reduced by the appropriate amount.
  43. Click [X].
  44. Validate Form return dialog.
  45. Click [No].
Topics
• Spreadsheet Batch Remittance Posting
AV-98437 Summary | Details
Task List - Additional Attempts Planned
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Collect Specimens
  • Order Code Setup
  • Orders This Episode
  • Registry Settings (PM)
  • Task List
  • Task List - EDUCATION
  • Task List - SPECIMEN COLLECTION
  • Dictionary Update (CWS)
  • Nutrition Orders
Scenario 1: Task List - Lab - Additional Attempts Planned
Specific Setup:
  • The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry setting must be set to "N".
  • 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 "Lab".
  • A value must exist in the eMAR Tabled Files '(10000) Administration Event' dictionary with the following extended attributes set: (Missed Dose)
  • (10002) Successful Administration? = No
  • (10009) Client Refusal? = No
  • (10016) Additional Attempts Planned = Yes
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code that is configured as "one time only" must exist. (One Time Only)
  • 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 lab-type order code in the 'New Order' field.
  3. Select "One Time Only" from the 'Frequency' field.
  4. Set the 'Duration' field to "1" and click [Days].
  5. Populate all the required fields and click [Add to Scratchpad] and [Sign].
  6. Validate the 'Order grid' contains a lab order.
  7. Access 'Task List'.
  8. Search for and select "Client A" from the 'Search Patients' field.
  9. Validate the 'Unscheduled' column contains "Lab Collection", "Lab Order Acknowledgement" and "Lab Order Education".
  10. Click the "Lab Order Acknowledgment" link.
  11. Validate the 'Order Acknowledgement' dialog is displayed and click [Acknowledge].
  12. Click the "Lab Order Education" link.
  13. Validate the 'Education' dialog is displayed and click [Educate].
  14. Click the "Lab Collection" link under the 'Unscheduled' column.
  15. Validate the 'Collect Specimens' dialog is displayed.
  16. Check the checkbox for the order and click [Collect].
  17. Validate the 'Specimen Collection' dialog is displayed.
  18. Select "Missed Dose" from the 'Collection Event' field and set the 'Comment' field to any value.
  19. Populate all the required fields and click [Sign].
  20. Validate the "Lab Collection" link is displayed with an additional attempts icon under the 'Unscheduled' column.
  21. Click the "Lab Collection" link.
  22. Validate the 'Collect Specimens' dialog is displayed and it contains the additional attempts icon.
  23. Click [Collect].
  24. Validate the 'Specimen Collection' is displayed.
  25. Select "Nurse Administered" from the 'Collection Event' field.
  26. Populate all the required field and click [Sign].
  27. Validate the 'Unscheduled' column does not contain "Lab Collection" link.
Scenario 2: Task List - Dietary - Backdated Order - Additional Attempts Planned set to "Yes"
Specific Setup:
  • A value must exist in the eMAR Tabled Files '(10000) Administration Event' dictionary with the following extended attributes set: (Event A)
  • (10002) Successful Administration? = No
  • (10009) Client Refusal? = No
  • (10016) Additional Attempts Planned = Yes
  • A second value must exist in the eMAR Tabled Files '(10000) Administration Event' dictionary with the following extended attributes set: (Nurse Administered)
  • (10002) Successful Administration? = Yes
  • (10009) Client Refusal? = No
  • (10016) Additional Attempts Planned = no value
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must exist that is configured as daily with an administration time at "12:00 PM". (Daily-12:00 PM)
  • 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. Search for and select "Client A" and access the Order Entry Console.
  2. Search for and select any dietary-type order code in the 'New Order' field.
  3. Select "Daily-12:00 PM" from the 'Frequency' field.
  4. Set the 'Start Date' field to a date that is two days in the past.
  5. Set the 'Start Time' field to "0000".
  6. Set the 'Duration' field to "4" and click [Days].
  7. Populate all required fields and click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains the dietary order.
  9. Access 'Task List'.
  10. Search for and select "Client A" from the 'Search Patients' field.
  11. Validate the Client card contains "Age", "Sex" and "DOB" values.
  12. Validate the 'Overdue' column contains "(2) Dietary Admin".
  13. Hover over the "(2) Dietary Admin" link and validate the 'Dietary Task' dialog is displayed.
  14. Validate the 'Dietary Task' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
  15. Click on the "(2) Dietary Admin" link and validate the 'Nutrition Orders' dialog is displayed.
  16. Validate the 'Nutrition Orders' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
  17. Check the 'Select all orders' checkbox and select the last date and time.
  18. Click [Administer] and validate the 'Order Acknowledgement' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC" and click [Acknowledge].
  19. Validate the 'Education' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC" and click [Educate].
  20. Validate the 'Dietary Administration' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
  21. Select "Event A" in the 'Administration Event' field and set the 'Comment' field to any value.
  22. Click [Address Alerts] and validate the 'Dietary Administration Warning' dialog is displayed.
  23. Override all the warnings and click [Save Overrides(s)], [Close] and [Sign].
  24. Validate the 'Overdue' column contains the "(2) Dietary Admin" link with an 'additional attempts' icon before it.
  25. Click on the "(2) Dietary Admin" link and validate the 'Nutrition Orders' dialog is displayed.
  26. Validate order information area contains the additional 'attempts' icon.
  27. Check the 'Select all orders' checkbox and select the radio button which has an 'additional attempts' icon and click [Administer].
  28. Validate the 'Dietary Administration' dialog is displayed.
  29. Select "Nurse Administered" from the 'Administration Event' field.
  30. Click [Address Alerts] and validate the 'Dietary Administration Warning' dialog is displayed.
  31. Override all the warnings and click [Save Overrides(s)], [Close] and [Sign].
  32. Validate the 'Overdue' column contains "Dietary Admin" without an 'additional attempt' icon.
  33. Click on the "Dietary Admin" link and validate the 'Nutrition Orders' dialog is displayed.
  34. Check the 'Select all orders' checkbox and click the edit icon present next to the date and time.
  35. Validate the 'Reschedule Administration Event' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID", and "LOC".
  36. Click [Cancel].
  37. Click the ellipsis in the Client card and select the 'View Task History'.
  38. Validate the 'Task History' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
  39. Click on the task edit icon next to the recently administered order.
  40. Validate the 'Edit Dietary Administration' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
  41. Click [Cancel].
Topics
• Task List
AV-98837 Summary | Details
OE NX - Order Entry Console - External Pharmacy - Open-Ended Order
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Registry Settings (PM)
Scenario 1: OE NX - Orders This Episode - Pharmacy open ended orders (For Non-External Pharmacy)
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow Open-Ended Orders' registry setting must be set "Y".
  • Please log out of and back into the application after this configuration has been done.
  • Two pharmacy-type order codes must exist. (Order Code A) (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. Search for and select "Order Code A" in the 'New Order' field.
  3. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  4. Validate the 'Order grid' contains an order for "Order Code A".
  5. Select "Order Code A" from the 'Order grid' and click [Renew].
  6. Validate the 'Open Ended' field is enabled and "No" is pressed.
  7. Click [Yes].
  8. Validate the 'Renew' field "is disabled".
  9. Validate the 'New Stop Date' field "is disabled".
  10. Validate the 'New Stop Time' field "is disabled".
  11. Click [Add to Scratchpad].
  12. Validate the 'Scratchpad' contains an order for "Order Code A" with no missing required field flag.
  13. Click [Sign] and validate the 'Order grid' contains an order for "Order Code A".
  14. Validate the 'Stop Date' column contains no value for "Order Code A".
  15. Access the 'Registry Settings' form, set the 'Limit Registry Settings to the Following Search Criteria' field to "Allow Open-Ended Orders" and click [View Registry Settings].
  16. Select "Allow Open-Ended Orders Registry Setting Value:" and click [OK].
  17. Set the 'Registry Setting Value' to "N" and click [Submit].
  18. Validate the 'Registry Editor Filing' dialog contains "Results filing value N to Avatar Order Entry->Facility Defaults->Client Profile->->->Allow Open-Ended Orders" and click [OK].
  19. Validate the 'Form Return' dialog contains "Registry Settings has completed. Do you wish to return to form?" and click [No].
  20. Please log out of and back into the application.
  21. Select "Client A" and access the Order Entry Console.
  22. Search for and select "Order Code B" in the 'New Order' field.
  23. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  24. Validate the 'Order grid' contains an order for "Order Code B".
  25. Select "Order Code B" from the 'Order grid' and click [Renew].
  26. Validate the 'Open Ended' field is disabled and "No" is pressed.
Topics
• Order Entry Console
AV-98852 Summary | Details
OE NX - Order This Episode - Pre-admit mode
Scenario 1: OE NX - Orders This Episode - Pre-Admit mode - Pharmacy order-type
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 ‘(513) Default Order and Start Date/Time to null’ extended attribute must be set to “No” 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 client must have an active pre-admit episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  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. Set the 'Duration' field to "10" and click [Days].
  4. Populate all required fields and click [Add to Scratchpad].
  5. Validate 'Scratchpad' contains the new order with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  6. Click [Sign].
  7. Validate the 'Interactions' dialog is displayed.
  8. Override all interactions and click [Save Override and Exit].
  9. Validate the 'Order grid' contains the new order with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  10. Select the order and click [Modify].
  11. Set the 'Duration' field to "20" and validate [Days] is pressed and click [Add to Scratchpad].
  12. Validate the 'Scratchpad' contains the order with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/20/2099".
  13. Click [Sign].
  14. Validate the 'Interactions' dialog is displayed.
  15. Override all interactions and click [Save Override and Exit].
  16. Validate the 'Order grid' contains the new order with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/20/2099".
  17. Select the order and click [Copy] and [Add to Scratchpad].
  18. Validate 'Scratchpad' contains the new order with a 'Start Date' of "01/21/2099" and a 'Stop Date' of "02/09/2099".
  19. Click [Sign].
  20. Validate the 'Interactions' dialog is displayed.
  21. Override all interactions and click [Save Override and Exit].
  22. Validate the 'Order grid' contains two orders, one with a 'Start Date' of "01/21/2099" and a 'Stop Date' of "02/09/2099" and the other with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/20/2099".
Scenario 2: OE NX - Orders This Episode - Pre-Admit mode - Lab order-type
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 ‘(513) Default Order and Start Date/Time to null’ extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active pre-admit episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select any lab-type order in the 'New Order' field. (Order Code A)
  3. Set the 'Duration' field to "10" and click [Days].
  4. Populate all the required fields and click [Add to Scratchpad].
  5. Validate 'Scratchpad' contains the lab order with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  6. Click [Sign] and validate the 'Order grid' contains the lab order with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
Scenario 3: OE NX - Orders This Episode - Pre-Admit mode - Dietary order-type
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 ‘(513) Default Order and Start Date/Time to null’ extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Dietary”.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active pre-admit episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select any dietary-type order code in the 'New Order' field.
  3. Set the 'Duration' field to "10" and click [Days].
  4. Populate all the required fields and click [Add to Scratchpad].
  5. Validate 'Scratchpad' contains the dietary order with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  6. Click [Sign] and validate the 'Order grid' contains the dietary order with a 'Start Date' of "01/01/2099" and 'Stop Date' of "01/10/2099".
Topics
• Order Entry Console

Avatar_NX_Update_2024.04.02_Details.csv