Avatar NX Update 2024.07.00 Acceptance Tests

AV-73627 Summary | Details

OE NX - Orders This Episode - Duration in Doses

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 - Copy/Modify/Reorder - Duration in Doses

Specific Setup:

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

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "LISINOPRIL 10 MG TABLET ORAL" from the 'New Order' field.
Set the 'Dose' field to "2.5".
Select "MG" from the 'Dose Unit' field.
Validate that [Doses] is disabled.
Select "Frequency Code A" from the 'Freq' field.
Validate that [Doses] is enabled.
Set the 'Duration' field to "10" and click [Doses].
Set the 'Addl Instructions' field to "Test".
Click [Add to Scratchpad] and [Sign].
Override any interaction warning messages if present and click [Save Override and exit].
Search for and select "AMBIEN (19911) 10 MG TABLET ORAL (Schedule IV)" from the 'New Order' field.
Populate all the required fields and Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains two orders; one for "AMBIEN 10 MG ORAL TABLET" and one for "LISINOPRIL 10 MG ORAL TABLET".
Select both the orders from the 'Order grid' and click [Copy].
Validate a message displays stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [Yes].
Validate the 'Scratchpad-Stop Date' field for the "Lisinopril" order does not contain any value.
Select the "Lisinopril" order from the scratchpad.
Validate the 'Dose' field contains "2.5".
Validate the 'Dose Unit' field contains "MG".
Validate the 'Freq' field contains "TWICE A DAY".
Validate the 'Duration' field contains no value.
Validate the 'Stop Date' field contains no value.
Validate the 'Stop Time' field contains no value.
Set the 'Duration' field to "10" and click [Doses].
Validate the 'Addl Instructions' field is set to "Test".
Click [Update Order] and [Sign - Scratchpad].
Override any interaction warning messages if present and click [Save Override and exit].
Validate the 'Order grid' contains two orders for "LISINOPRIL 10 MG ORAL TABLET 2.5 MG, TWICE A DAY (Starting Doses: 10)".
Select one of the "Lisinopril" orders and click [Modify].
Validate the 'Duration' field contains no value.
Validate the 'Stop Date' field contains no value.
Validate the 'Stop Time' field contains no value.
Refresh the 'Order grid'.
Select both of the "Lisinopril" orders and click [Reorder].
Validate the 'Scratchpad-Stop Date' field for both of the "Lisinopril" orders does not contain any value.
Select the first "Lisinopril" order from the scratchpad.
Validate the 'Duration' field contains no value.
Validate the 'Stop Date' field contains no value.
Validate the 'Stop Time' field contains no value.
Select the second "Lisinopril" order from the scratchpad.
Validate the 'Duration' field contains no value.
Validate the 'Stop Date' field contains no value.
Validate the 'Stop Time' field contains no value.

Topics

• Order Entry Console

AV-74514 Summary | Details

835 Health Care Claim Payment Advice

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

835 Health Care Claim Payment/Advice (PM)

Scenario 1: Allergies and Hypersensitivities - Copy and Paste

Specific Setup:

A client must be enrolled in an existing episode and have an allergy on file (Client A).

Steps

Open the "Allergies and Hypersensitivities" form.
Select desired client.
Click [Update].
Click [New Row].
Select the 1st 'Allergen/Reactant' field and press 'Ctrl+c' in keyboard.
Select the 2nd 'Allergen/Reactant' field and press 'Ctrl+v' in keyboard.
Validate cells copy/paste as expected.
Populate any desired fields.
Click [Save] and [Submit].
Select desired client and access the 'Allergies and Hypersensitivities' form.
Click [Display].
Validate the report displays the newly added allergy.
Select the 1st row.
Click [Copy/Paste Row].
Verify the row is copied and pasted as expected.
Click [Display].
Validate the report displays the newly added allergy.
Click [Close Report].
Click [Save].
Click [Submit].

Scenario 2: 835 Health Care Claim Payment/Advice - Copy/Paste Data from 835 Work Compile

Specific Setup:

Facility Defaults:
Note the location for the ' File Input Path On Server For 835 Files' to be used to locate the 835 file to be used for testing.
Admission:
A new client is admitted or an existing client is identified. Note the client id and name.
Financial Eligibility:
An existing guarantor is assigned to the client. Note the guarantor code.
Client Charge Input:
A service is rendered to the client. Note the service code and service date.
The charges are closed.
Electronic Billing:
An 837 Professional bill is compiled to claim the service.
Client Ledger:
The claim displays correctly.
Claim Adjustment Group/Reason Code Definition:
The group / reason code is created. Note the group reason code.
An 835 file is created for a claim created from the 837 professional bill. Make sure there is at least one adjustment. Save the file in the path defined in the 'Facility Defaults'. Note the file location path.
User selects a document to paste data into.

Steps

Open the "835 Health Care Claim Payment/Advice" form.
Click [Work Compile] in 'Options'.
Select desired file in 'Select File'.
Click [Launch Work Screen].
Click 'Client' in 'row-1'.
Press 'Ctrl+c' in keyboard.
Open the document that data will be pasted into.
In any empty space, press Ctrl+v in keyboard.
Verify 'Client' copied is pasted correctly.
Navigate to '835 Health Care Claim Payment/Advice' grid.
Click Check #/EFT #, Chk Issue/EFT Date, Patient Control Number, ICN.
Press 'Ctrl+c' in keyboard.
Navigate to the open document.
In any empty cell, press Ctrl+v in keyboard.
Verify the values are pasted.
Close the document.
Close the "835 Health Care Claim Payment/Advice" form.

Topics

• 835 Health Care Claim Payment/Advice • Allergies and Hypersensitivities

AV-87111 Summary | Details

eMAR NX - Medication Administration - Witness checkbox - 'Witness by' field.

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

eMAR
Order Code Setup
Orders This Episode

Scenario 1: eMAR NX - 'Witnessed By' field is required - Administered 'Dose' = "0"

Specific Setup:

Three pharmacy-type order codes must exist (Order Code A) (Order Code B) (Order Code C).
In the 'Order Code Setup' form the 'Require a Witness in Avatar eMAR' field must be set to "Yes" for "Order Code A", "Order Code B", and "Order Code C".
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.
"Client A" must have active orders, in 'Orders This Episode', with scheduled administration times for "Order Code A", "Order Code B", and "Order Code C".

Steps

Select "Client A" and access the 'eMAR' widget.
Validate that an order for "Order Code A", "Order Code B" and "Order Code C" is displayed with scheduled administration times.
Click [Scan Client], provide an override reason and click [Save].
Complete 'Order Acknowledgement' and 'Medication Education' for all three orders and then add them to the medication list and click [Administer].
Validate the 'Witnessed By' field is required.
Validate the 'Witnessed' checkbox is checked and disabled.
Set the 'Dose' field to "0" for all three orders.
Validate that the 'Witnessed By' field is no longer required and is disabled.
Validate the 'Witnessed' checkbox is unchecked and enabled.
Set the 'Dose' field to "1" for "Order Code A" and validate the 'Witnessed By' field is required and enabled.
Validate the 'Witnessed' checkbox is checked and disabled.

Topics

• eMAR NX • Witness

AV-87499 Summary | Details

eMAR NX - Time Format

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

Avatar eMAR
Orders This Episode

Scenario 1: eMAR NX - Barcode Scanning for Multiple Orders - Multiple Doses Found

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "1".
Please log out of the application and log back in after completing the above configuration.
Two pharmacy-type order codes must exist. (Order Code A) (Order Code B)
A barcode for "Order Code A" must exist. (Barcode A)
A barcode for "Order Code B" must exist. (Barcode B)
A routine frequency code, with at least two scheduled administration times, must exist. (Frequency Code A)
All scheduled administration times for "Frequency Code A" should be outside of the current allowable window.
A PRN frequency code, with no scheduled hours of administration, must exist. (Frequency Code B)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Orders Entry Console.
Search for and select "Order Code A" from the 'New Order' field.
Set the 'Freq:' field to "Frequency Code A".
Complete any remaining required fields and click [Add to Scratchpad].
Search for and select "Order Code B" from the 'New Order' field.
Set the 'Freq:' field to "Frequency Code B".
Complete any remaining required fields and click [Add to Scratchpad] and [Sign].
If present, override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains a row for both new orders.
Access 'eMAR NX'.
Click [Scan Client] and complete the 'Wristband Scan Override'.
Validate the grid contains orders for both "Order Code A" and "Order Code B".
Perform 'Order Acknowledgement' and 'Medication Education' for both orders.
Scan "Barcode A" and validate the 'Multiple Doses Found' dialog is displayed.
Validate that all dose times displayed in the 'Multiple Doses Found' dialog are in "AM/PM" format.
Select one of the doses for "Order Code A" and click [Select].
Validate the order is displayed in the 'Medication List'.
Scan "Barcode B" and validate the order is displayed in the 'Medication List'.
Click [Administer] and validate the 'Administration Event' dialog is launched.
Validate the 'Scheduled Time' field for "Order Code A" is in "AM/PM" time format and the 'Scheduled Time' for "Order Code B" is "N/A".
Select a successful administration event from the 'Administration Event' field for both "Order Code A" and "Order Code B".
Click [Address Alerts] and provide an override for all alerts.
Click [Save Override(s)] and [Close].
Click [Save] and validate the 'Administration Event' dialog is closed.
Validate under the 'Current Hour' column a successful administration event is displayed for "Order Code B".
Scroll to the 'Hour' column of the selected dose time, for "Order Code A", and validate a successful administration event is displayed.

Topics

• Barcode • eMAR NX

AV-87721 Summary | Details

eMAR NX - med counter

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

eMAR
Orders This Episode

Scenario 1: eMAR NX - Administer an order and Void administration - Validate 'Med' Counter

Specific Setup:

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 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.
Please note: This scenario takes place after "09:00 AM".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code in the 'New Order' field.
Select "3 Times A Day" in the 'Frequency' field.
Populate the remaining required fields, click [Add to Scratchpad] and [Final review].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select “None” in the ‘Output’ field and click [Sign].
Validate the ‘Order grid’ contains a new order.
Access 'eMAR NX'.
Validate the order created is displayed and contains a 'Med Counter' of "1" under the "1500" column.
Click 'Scan Client', select a reason, and click [Save].
Click [1500 Due].
Click [Administer], [Acknowledge], and [Educate].
Validate the 'Medication Administration' dialog is displayed.
Select "Nurse Administered" in the 'Administration Event' field.
Populate all required fields.
Click [Address Alerts].
Override all warnings, click [Save Override(s)], [Close] and [Save].
Validate the 'Med Counter' contains "0" under the "1500" column.
Click the ellipsis for the administered cell and select "Void Administration Event".
Validate the 'Void Administration Event' dialog is displayed and click [Save].
Validate the 'Med Counter' contains "1" under the "1500" column.

Scenario 2: eMAR NX - Administer an order with "Missed Dose" administration event - Validate 'Med' Counter

Specific Setup:

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 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.
Please note: This scenario takes place after "09:00 AM".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code in the 'New Order' field.
Select "3 Times A Day" in the 'Frequency' field.
Populate the remaining required fields, click [Add to Scratchpad] and [Final review].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select “None” in the ‘Output’ field and click [Sign].
Validate the ‘Order grid’ contains a new order.
Access the 'eMAR' widget.
Validate the order created is displayed and contains a 'Med Counter' of "1" under the "1500" column.
Click 'Scan Client', select a reason, and click [Save].
Click [1500 Due].
Click [Administer], [Acknowledge], and [Educate].
Validate the 'Medication Administration' dialog is displayed.
Select "Missed Dose" in the 'Administration Event' field.
Populate any remaining required fields and click [Save].
Validate the 'Med Counter' contains "1" under the "1500" column and that [Retry] is displayed with a blue background.

Scenario 3: eMAR NX - Reschedule Administration Event - Validate 'Med' Counter

Specific Setup:

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 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.
Please note: This scenario takes place after "09:00 AM".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code in the 'New Order' field.
Select "3 Times A Day" in the 'Frequency' field.
Populate the remaining required fields, click [Add to Scratchpad] and [Final review].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select “None” in the ‘Output’ field and click [Sign].
Validate the ‘Order grid’ contains a new order.
Access 'eMAR NX'.
Validate the order created is displayed and contains a 'Med Counter' of "1" under the "1500" column.
Click 'Scan Client', select a reason, and click [Save].
Click the ellipses in the cell under the "1500" column and select 'Reschedule Administration Event'.
Validate the 'Reschedule Administration Event' dialog is displayed.
Validate the enabled date field contains the current date, enter "1600" in the time field and click [Save].
Validate the order contains a 'Med Counter' of "0" under the "1500" column and a 'Med Counter' of "1" under the "1600" column.

Scenario 4: eMAR NX - Administer an order - Follow Up - Validate 'Med' Counter

Specific Setup:

A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
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 pharmacy-type order code must exist that has "Yes" selected in the 'eMAR Follow-Up Reminder' field and has the 'Time Interval For Follow-Up Reminder (Minutes)' field populated to a value that would have the follow-up showing under the next administration time (03:00 PM). (Order Code A)
Please make note of the 'NDC #' for "Order Code A".
Please Note: This testing occurred prior to the first administration time of "09:00 AM"

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Select "3 Times A Day" in the 'Frequency' field.
Set the 'Start Date' to the current date and the 'Start Time' to "12:00 AM".
Populate the remaining required fields, click [Add to Scratchpad] and [Final review].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select “None” in the ‘Output’ field and click [Sign].
Validate the ‘Order grid’ contains a new order.
Access the 'eMAR NX'.
Validate the order created is displayed and contains a 'Med Counter' of "1" under the "0900" column.
Validate the order created is displayed and contains a 'Med Counter' of "1" under the "1500" column.
Click 'Scan Client', select a reason, and click [Save].
Click the [0900 AM Due].
Click [Administer], [Acknowledge], and [Educate].
Validate that the 'Medication Administration' dialog is displayed.
Set the 'Med ID' field to "Order Code A's" NDC.
Select "Nurse Administered" in the 'Administration Event' field.
Click [Address Alerts].
Override all warnings, click [Save Override(s)], [Close] and [Save].
Validate the 'Med Counter' under the "0900" column contains "0".
Validate the 'Med Counter' under the "1500" column contains "2".

Topics

• eMAR NX

AV-88156 Summary | Details

Avatar NX - 'Alert User if Clinical Reconciliation Needed' registry setting

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

Import Clinical Information
Registry Settings (PM)

Scenario 1: Clinical Reconciliation - Validate the 'Alert User if Clinical Reconciliation Needed' registry setting

Specific Setup:

A client is enrolled in an existing episode (Client A).
"Client A" must have had a CCD imported with problems, allergies, and medications that has not yet been reconciled.

Steps

Access the 'Registry Settings' form.
Enter "Alert User if Clinical Reconciliation Needed" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Validate the 'Registry Setting' field contains: Avatar CWS->Other Chart Entry->Clinical Reconciliation->->->Alert User if Clinical Reconciliation Needed.
Validate the 'Registry Setting Details' field contains: If 'Y' is selected, the user will be presented with a pop up message upon entering a clients chart, the 'Problem List' form or, the 'Allergies and Hypersensitivities' form stating "External Clinical Information is Available. Do you want to reconcile now?" The 'Enable Clinical Reconciliation' registry setting must be enabled for this functionality. If 'N' is selected the user will not be presented with the pop up message.
Enter "Y" in the 'Registry Setting Value' field.
Submit the form.
Select "Client A" and access the 'Problem List' form.
Validate a message is displayed stating: External Clinical Information is Available. Do you want to reconcile now?
Click [Yes].
Validate the 'Clinical Reconciliation' form is now displayed for "Client A".
Validate the CCD imported problems, allergies, and medications are displayed in their respective sections.
Close the form.
Select "Client A" and access the 'Problem List' form.
Validate a message is displayed stating: External Clinical Information is Available. Do you want to reconcile now?
Click [No].
Validate the 'Problem List' form is displayed.
Close the form.
Select "Client A" and access the 'Allergies and Hypersensitivities' form.
Validate a message is displayed stating: External Clinical Information is Available. Do you want to reconcile now?
Click [Yes].
Validate the 'Clinical Reconciliation' form is now displayed for "Client A".
Validate the CCD imported problems, allergies, and medications are displayed in their respective sections.
Close the form.
Select "Client A" and access the 'Allergies and Hypersensitivities' form.
Validate a message is displayed stating: External Clinical Information is Available. Do you want to reconcile now?
Click [No].
Validate the 'Allergies and Hypersensitivities' form is displayed.
Close the form.

Topics

• Allergies and Hypersensitivities • Problem List • Registry Settings

AV-88734 Summary | Details

eMAR NX - Tool tip - 'Overdue/Unscheduled' Column

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

eMAR
Registry Settings (CWS)

Scenario 1: eMAR NX - Tool tip for Overdue/Unscheduled

Specific Setup:

The 'Avatar CWS->Task List->->->->Number of Hours to Display Overdue Tasks for' registry setting must be set to "48".
Please log out of the application and log back in after completing the above configuration.
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.

Steps

Select “Client A” and access the 'eMAR' widget.
Validate a 'Lightbulb' icon is displayed to the left of the 'Overdue/Unscheduled' label.
Hover over the 'Lightbulb' icon.
Validate a tooltip is displayed stating, "The Overdue/Unscheduled column will display doses and follow-up reminders that were not addressed within the allowable window, along with scheduled doses that are "Approaching Overdue" from a previous hourly column. Unscheduled doses and follow-up reminders will remain within the column for the duration of the order. The Overdue/Unscheduled column will retain overdue items for 48 hours after their scheduled time.".
Access the Registry Settings' form.
Set the 'Avatar CWS->Task List->->->->Number of Hours to Display Overdue Tasks for' registry setting to "40" and click [Submit].
Log out of the application and log back in.
Select “Client A” and access the 'eMAR' widget.
Validate a 'Lightbulb' icon is displayed to the left of the 'Overdue/Unscheduled' label.
Hover over the Lightbulb icon.
Validate a tooltip is displayed stating, "The Overdue/Unscheduled column will display doses and follow-up reminders that were not addressed within the allowable window, along with scheduled doses that are "Approaching Overdue" from a previous hourly column. Unscheduled doses and follow-up reminders will remain within the column for the duration of the order. The Overdue/Unscheduled column will retain overdue items for 40 hours after their scheduled time.".

Topics

• eMAR NX

AV-89139 Summary | Details

Search Results - Filtering by Category

Scenario 1: Diagnosis - Editing a diagnosis

Specific Setup:

Admission:
An existing client is identified, or a new client is admitted. Note the client id/Name.
Diagnosis:
A client must have a diagnosis entered.

Steps

Open the 'Diagnosis' form.
Search for desired client in the 'Select Client' field.
Validate results display.
Select desired client from the results.
Validate a Pre-Display is displayed showing existing diagnoses for the client.
Select an existing diagnosis record.
Click [Edit].
Enter an invalid time in the 'Time of Diagnosis' field.
Validate an Error message stating: "Invalid time format. HH:MM AM, HH:MM PM or HHMM military time (Midnight is 0000 hours.)"
Validate the 'Time of Diagnosis' field defaults to the time that was saved prior.
Change the 'Time of Diagnosis' field to the current time.
Enter a different practitioner in the 'Diagnosing Practitioner' field.
Select "Void" in the 'Status' field.
Validate the voided diagnosis is crossed off.
Navigate to the myDay view.
Navigate back to the open 'Diagnosis' form.
Validate the voided diagnosis is crossed off.
Validate the 'Diagnosing Practitioner' contains the value entered in the previous steps.
Click [Submit].
Validate a Pre-Display Confirmation dialog is displayed stating: Do you want to return to Pre-Display?
Click [Yes].
Select desired diagnosis record.
Click [Edit].
Select "No" in the 'Show Active Only' field.
Validate the voided diagnosis displays and is crossed off.
Close the form.
Open the "Registry Settings" form.
Search for the registry setting "Default Limit Results by ICD Category".
Set the value to any valid value. You can combine values by inserting an '&' such as "F&Z", which will return results whose ICD10 value begins with the letters "F" and "Z".
Click [Submit] to file the form.
Open the "Diagnosis" form.
Edit a previously added row of the "Diagnosis" table.
Search for any a number or letter and only the values with an ICD10 code that begins with the value specified in the registry setting will show up in the search results.

Scenario 2: Diagnosis - Diagnosis Entry

Specific Setup:

A client must be enrolled in an active episode (Client A).

Steps

Select "Client A" and access the 'Diagnosis' form.
Click [Add].
Select "Admission" in the 'Type of Diagnosis' field.
Press the 'Tab' key on the 'Type of Diagnosis' field.
Validate the focus shifts to the 'Date of Diagnosis' field and the admission date is displayed as expected.
Press the 'Tab' key on the 'Date of Diagnosis' field.
Validate the focus shifts to the 'Time of Diagnosis' field.
Enter any value in the 'Time of Diagnosis' field.
Click [New Row].
Search for and select the desired value in the 'Diagnosis Search' field.
Verify the 'Add To Problem List' field is defaulted to 'Yes'.
Populate all required and desired fields.
Click [Submit] and [No].
Select "Client A" and access the ‘Diagnosis’ form.
Select the previously created diagnosis row to edit.
Click [Edit].
Click [New Row].
Search for and select the desired value in the 'Diagnosis Search' field.
Validate that the 'Diagnosis Search' returns the expected diagnoses.
Populate all required and desired fields.
Click [Submit] and [No].
Select "Client A" and access the 'Diagnosis' form.
Select the diagnosis row edited in the previous steps.
Click [Edit].
Validate that the newly added diagnosis row is displayed.
Close the form.
Open the "Registry Settings" form.
Search for the registry setting "Default Limit Results by ICD Category".
Set the value to any valid value. You can combine values by inserting an '&' such as "F&Z", which will return results whose ICD10 value begins with the letters "F" and "Z".
Click [Submit] to file the form.
Select 'Client A' and open the "Diagnosis" form.
Edit a previously added row of the "Diagnosis" table.
Search for any number or letter and only the values with an ICD10 code that begins with the value specified in the registry setting will show up in the search results.

Topics

• Diagnosis

AV-89250 Summary | Details

eMAR NX - Registry Setting - "Patient Education Prompting"

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

eMAR
Orders This Episode

Scenario 1: eMAR NX - Registry Setting - "Patient Education Prompting"

Specific Setup:

The 'Avatar eMAR->General->Settings->Patient Education Prompting' registry setting must be set to "Y".
The 'Avatar eMAR->General->Settings->Acknowledgement Required Registry Setting' 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.

Steps

Select “Client A” and access the Order Entry Console.
Create four pharmacy-type orders.
Validate both the orders are displayed in the 'Order Grid'.
Navigate to the 'eMAR NX'.
Validate [Educate] is shown at the top.
Click the 'Ellipses' for one of the pharmacy-type orders.
Validate the "Educate" option is displayed.
Click on "Due" for one of the pharmacy-type orders and validate 'Medication list' opens.
Validate a message is displayed stating: "Acknowledgement/Education is required. Click Administer to complete".
Click [Administer] and validate 'Order Acknowledgement' dialog opens.
Click [Acknowledge] and validate 'Medication Education' dialog opens.
Click [Educate].
Set Registry setting 'Avatar eMAR->General->Settings->Patient Education Prompting' to "N".
Log out of the application and log back in.
Select “Client A” and access eMAR NX.
Validate [Educate] is not shown at the top.
Click the 'Ellipses' for the second order.
Validate "Educate" option is not displayed.
Click on "Due" for the second pharmacy-type order and validate the 'Medication list' opens.
Validate a message is displayed stating: "Acknowledgement is required. Click Administer to complete".
Click [Administer] and validate the 'Order Acknowledgement' dialog opens.
Click [Acknowledge] and validate 'Medication Education' dialog does not open.
Set Registry setting 'Avatar eMAR->General->Settings->Acknowledgement Required Registry Setting' to "N".
Log out of the application and log back in.
Select “Client A” and access 'eMAR NX'.
Validate [Educate] is not shown at the top.
Click the 'Ellipses' for the second order.
Validate "Educate" option is not displayed.
Click on "Due" for the third pharmacy-type order and validate the 'Medication list' opens.
Validate both Acknowledgement and Education are not required. So, no alert is shown on dialog.
Click [Administer] and validate 'Order Acknowledgement' dialog does not open.
Set Registry setting 'Avatar eMAR->General->Settings->Patient Education Prompting' to "Y".
Log out of the application and log back in.
Select “Client A” and access the 'eMAR NX'.
Validate [Educate] is shown at the top.
Click the 'Ellipses' for the second order.
Validate the "Educate" option is displayed.
Click on "Due" for forth pharmacy-type order and validate the 'Medication list' opens.
Validate a message id displayed stating: "Education is required. Click Administer to complete".
Click [Administer] and validate the 'Medication Education' dialog opens.
Click [Educate].
Populate the required fields in the 'Administration Event' dialog and click [Save].
Validate the appropriate administration information is displayed in the cell selected.

Topics

• eMAR NX

AV-89358 Summary | Details

eMAR - Administration Follow-Up - Clinical Data

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

eMAR
Order Code Setup
Orders This Episode
Task List

Scenario 1: eMAR NX - Administration Event - Follow-Up Reminder

Specific Setup:

The ‘(10138) eMAR Follow-Up Reminder Heading’ data element attribute must be set to “1", and 'Dictionary Value' must be set to "Test1" in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A 'Order Code Setup' must exist for any "Pharmacy-type" order code (Order Code A).
The following fields must be selected in the 'Order Code Setup' form:

Blood Glucose - Additional Data Elements To Require In Avatar eMAR (Administration)
Blood Pressure - Additional Data Elements To Include In Avatar eMAR (Administration)
Temperature - Additional Data Elements To Include In Avatar eMAR (Administration)
Weight - Additional Data Elements To Include In Avatar eMAR (Administration)
Blood Glucose - Additional Data Elements To Include In Avatar eMAR (Results)
Blood Pressure - Additional Data Elements To Include In Avatar eMAR (Results)
Temperature - Additional Data Elements To Include In Avatar eMAR (Results)
Weight - Additional Data Elements To Include In Avatar eMAR (Results)

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

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Populate all the remaining required fields.
Click [Add to Scratchpad] and [Sign].
Access the 'eMAR' widget.
Validate that an order for 'Order Code A' is displayed.
Click the cell under the current date and click [Administer].
Complete 'Order Acknowledgement' and 'Client Education'.
Validate the 'Administration Event' dialog is launched.
Set the below values in the 'Clinical Data' field:
'Blood Glucose (mg/dL)' - "100"
'Blood Pressure' - "120/80"
'Position' = "Sitting"
'Temperature (Celsius)' - "98.5"
'Weight (lbs)' - "195"
Populate all required fields, override any alerts, and click [Save].
Validate that a 'Follow-up' exists for "Order Code A" with "Follow-up" in the first cell under the current date.
Click the 'Follow-up' field.
Validate the 'Administration Follow-Up' dialog is launched.
Validate "195" shows up next to the 'Weight' field in the listed clinical data.
Validate the 'Header - Follow-Ups' text contains "Test 1"
Set the 'Comment - Follow-Up' field to "test" and click [Save].

Topics

• eMAR NX

AV-89469 Summary | Details

eMAR NX - Future Start Date

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

eMAR
Orders This Episode

Scenario 1: eMAR NX - Future Start Date label

Specific Setup:

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

Steps

Search for and select "Client A" and access the Order Entry Console.
Search for and select "PROVELLA TABLET ORAL" in the 'New Order' field.
Select "STAT" from the 'Freq:' field and validate the 'STAT' button is selected from the 'Priority' field.
Set the 'Start Date' field to a future date.
Populate all the required fields and click [Add to Scratchpad].
Search for and select "Acetaminophen et ACETAMINOPHEN 500 MG Tablet ORAL" in the 'New Order' field.
Select any unscheduled routine frequency code from the 'Freq:' field and validate the 'Routine' button is selected from the 'Priority' field.
Set the 'Start Date' field to a future date.
Populate all the required fields and click [Add to Scratchpad].
Search for and select "PREMARIN INTRAVENOUS 25 MG POWDER FOR SOLUTION INTRAVENOUS" in the 'New Order' field.
Select any continuous frequency from the 'Freq:' field and validate the 'Other' button is selected from the 'Priority' field.
Set the 'Start Date' field to a future date.
Validate the 'Route' dropdown list contains "INTRAVENOUS".
Set the 'Admin Method' field to "IV Primary".
Populate all the required fields and click [Add to Scratchpad].
Search for and select "BENEHealth Acetaminophen 500 MG TABLET ORAL" in the 'New Order' field.
Select any PRN freqeuncy from the 'Freq:' field and validate the 'PRN' button is selected from the 'Priority' field.
Set the 'Start Date' field to a future date.
Populate all the required fields and click [Add to Scratchpad].
Search for and select "DIBENZYLINE 10 MG CAPSULE ORAL" in the 'New Order' field.
Select any frequency that is configured as 'Other' from the 'Freq:' field and validate the 'Other' button is selected from the 'Priority' field.
Set the 'Start Date' field to a future date.
Populate all the required fields and click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all the interactions and click [Save Override and Exit].
Validate the 'Order Grid' contains 5 new orders.
Access 'eMAR NX'.
Validate an order for "PROVELLA TABLET ORAL" is displayed under 'STAT/NOW'.
Validate the 'Order Description' field contains a label stating "Future Start Date:".
Validate the 'Overdue/Unscheduled' column contains a 'Due' button; displayed in the secondary white/red format.
Click on the 'Ellipsis' and select the 'Order Details' option.
Validate an 'Order Details' dialog is displayed and contains a label stating "Future Start Date".
Click [Close - X].
Validate an order for "ACETAMINOPHEN 500 MG Tablet ORAL" is displayed under 'Scheduled/Routine'.
Validate the 'Order Description' field contains a label stating "Future Start Date:".
Validate the 'Overdue/Unscheduled' column contains a 'Due' button; displayed in the secondary white/blue format.
Click on the 'Ellipsis' and select the 'Order Details' option.
Validate an 'Order Details' dialog is displayed and contains a label stating "Future Start Date".
Click [Close - X].
Validate an order for "PREMARIN INTRAVENOUS 25 MG POWDER FOR SOLUTION INTRAVENOUS" is displayed under 'Continuous'.
Validate the 'Order Description' field contains a label stating "Future Start Date:".
Validate the 'Overdue/Unscheduled' column contains a 'Document' button; displayed in the secondary white/blue format.
Click on the 'Ellipsis' and select the 'Order Details' option.
Validate an 'Order Details' dialog is displayed and contains a label stating "Future Start Date".
Click [Close - X].
Validate an order for "BENEHealth Acetaminophen 500 MG TABLET ORAL" is displayed under 'PRN'.
Validate the 'Order Description' field contains a label stating "Future Start Date:".
Validate the 'Overdue/Unscheduled' column contains a 'Dose' button; displayed in the secondary white/blue format.
Click on the 'Ellipsis' and select the 'Order Details' option.
Validate an 'Order Details' dialog is displayed and contains a label stating "Future Start Date".
Click [Close - X].
Validate an order for "DIBENZYLINE 10 MG CAPSULE ORAL" is displayed under 'OTHER'.
Validate the 'Order Description' field contains a label stating "Future Start Date:".
Validate the 'Overdue/Unscheduled' column contains a 'Dose' button; displayed in the secondary white/blue format.
Click on the 'Ellipsis' and select the 'Order Details' option.
Validate an 'Order Details' dialog is displayed and contains a label stating "Future Start Date".
Click [Close - X].

Topics

• eMAR NX

AV-89786 Summary | Details

Avatar OE

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

Order Group Setup
Orders This Episode

Scenario 1: OE NX - Deactivated Order Codes

Steps

For Internal Testing

Topics

• Order Entry Console

AV-91217 Summary | Details

OE NX - Home Medications - 'Stop Date' and Controlled Substances

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

Order Entry Console

Scenario 1: Create a Schedule 2 medication order using TIDw/Meals as the frequency schedule

Specific Setup:

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

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Search for and select any schedule II medication in the 'New Order' field
Check the 'Client Reported' checkbox.
Validate 'Stop Date' is not required field.
Uncheck the 'Client Reported' checkbox.
Validate 'Stop Date' is required field.
Populate all required fields.
Click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Click [Sign]
Validate the 'Order grid' contains an order for a schedule II medication

Scenario 2: OE NX - Home Medications - Validate Order Actions - New Order, Modify, Reorder, and DC

Specific Setup:

Two users must exist. One whose actions require validation and who is not associated with a practitioner (User A) and one whose actions do not require validation, who can validate others orders, and who is associated with a practitioner. (User B)
A client must have an active inpatient episode.
“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

Log into the application as "User A".
Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Set the 'Ordering Practitioner' to the practitioner associated with "User B".
Search for and select any Schedule IV medication in the 'New Order' field.
Check the 'Client Reported' checkbox.
Validate 'Stop Date' is not required field.
Uncheck the 'Client Reported' checkbox.
Validate 'Stop Date' is required field.
Populate all required fields.
Click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
Select "Pending" in the 'Status' field.
Validate the new order is displayed in the list of current orders with an 'Order Status' for "Pending (New Order)".
Log out of the application and log back into the application as "User B".
Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab and validate the pending order.
Log out of the application and log back into the application as "User A".
Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Set the 'Ordering Practitioner' to the practitioner associated with "User B".
Select the medication in the list of current medications and click [Modify].
Select a different value in the 'Frequency' field and click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
Select "Pending" in the 'Status' field.
Validate the new order is displayed in the list of current orders with an 'Order Status' of "Pending (Modify Order)".
Log out of the application and log back into the application as "User B".
Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab and validate the pending order.
Log out of the application and log back into the application as "User A".
Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Set the 'Ordering Practitioner' to the practitioner associated with "User B".
Select the medication in the list of current medications and click [Reorder].
Click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
Select "Pending" in the 'Status' field.
Validate the new order is displayed in the list of current medications with an 'Order Status' of "Pending (Reorder)".
Log out of the application and log back into the application as "User B".
Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab and validate the pending order.
Log out of the application and log back into the application as "User A".
Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Set the 'Ordering Practitioner' to the practitioner associated with "User B".
Select the medication in the list of current medications and click [D/C].
Validate the 'Discontinue Date' and 'Discontinue Time' fields are disabled and contain the current date and time.
Select any value in the 'Discontinue Reason' field and click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
Select "Pending" in the 'Status' field.
Validate the new order is displayed in the list of current medications with an 'Order Status' of "Pending (Discontinue Order)".
Log out of the application and log back into the application as "User B".
Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab and validate the pending order.

Scenario 3: OE NX - Home Medications - Create an order using the strength of the medication and then create a new order using the "top prescribed" value.

Specific Setup:

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

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Check the ‘Reported’ checkbox.
Search for and select "Fluconazole 200 MG Tablet Oral" in the 'New Order' field.
Validate 'Stop Date' field is not required.
Uncheck the ‘Reported’ checkbox.
Search for and select "Fluconazole 200 MG Tablet Oral" in the 'New Order' field.
Validate the 'Stop Date' field is not required.
Validate the 'Dose Unit' field contains "Tablet".
Set the 'Dose' field to "200" and set the 'Dose Unit' field to "Milligram".
Populate all required fields.
Click [Add to Scratchpad] and [Final Review].
If an 'Interactions' dialog is displayed, override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Validate the 'Order grid' contains the new order.
Search and select "Fluconazole 200 MG, Tablet, Oral Tablet (200 Milligrams 3 TIMES A DAY)" in the 'New Order' field.
Validate the 'Dose' field contains "200", the 'Dose Unit' field contains "Milligram", and the 'Frequency' field contains "3 TIMES A DAY".
Populate all required fields.
Click [Add to Scratchpad] and [Final Review].
Validate an 'Interactions' dialog may be displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Validate the 'Order grid' contains the two orders.

Topics

• Home Medications • Order Entry Console • Orders

AV-91952 Summary | Details

Task List - Witnessed By

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

Orders This Episode
Task List

Scenario 1: Task List - Dietary-Oral - STAT - Witness Required

Specific Setup:

A dietary-oral type order code must exist. (Diet Order A)
An unscheduled STAT frequency code must exist. (Frequency Code A)
Two users must exist. (User A) (User B)
Must be currently logged into the application as "User A".
A client must have an active episode. (Client A).
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select “Client A” and access the Order Entry Console.
Search for and select "Diet Order A" from the 'New Order' field.
Select "Frequency Code A" from the 'Frequency' field.
Populate all required fields.
Click [Add to Scratchpad] and [Sign].
Validate the order is displayed in the 'Order grid'.
Access 'Task List'.
Search for and select "Client A" from the 'Search Patients' field.
Validate a "STAT Dietary - Oral Admin", "Dietary - Oral Order Acknowledgement" and "Dietary - Oral Order Education" is shown in the 'Unscheduled' column.
Click the 'STAT Dietary - Oral Admin' link.
Check the "Diet Code A" order and click [Administer].
Click [Acknowledge] and then [Educate].
Validate the 'Date of Administration' field contains the current date.
Validate the 'Time of Administration' field contains the current time.
Validate the 'Scheduled Date' field contains the current date.
Validate the 'Witnessed By' field is required.
Set the 'Witnessed By' field to "User A".
Validate a message is displayed stating "Witnessed By" cannot be the same as "Administered By" and click [OK].
Set the 'Witnessed By' field to "User B".
Validate the 'Password' field is required.
Populate any remaining required fields and click [Sign].
Validate the Unscheduled column does not contain "STAT Dietary - Oral Admin", "Dietary - Oral Order Acknowledgement" or "Dietary - Oral Order Education".

Topics

• eMAR NX • NX Only

AV-93113 Summary | Details

Task List - "N/A" in 'Scheduled Time'

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

Access 'Frequency Code Setup' form.
Select "Add New code" from the 'Add/Edit Frequency Code' field.
Set the 'New Frequency Code' field to "Z1W" and 'Frequency Code Description' field to "Once a week on Friday as Needed (Z1W)".
Select "PRN" from the Routine or PRN(As Needed)' and "No" from the 'One Time Only' fields.
Set the 'Times/24 Hours' field to "1."
Select "No" from the 'Interval Frequency' and "Not Daily" from the 'Daily Administration' fields.
Check the "Friday" checkbox from the 'Days Administered' field and click [Submit].
Validate a message is displayed that states "Frequency Code Setup has completed. Do you wish to return to form?" and click [No].
Access the 'Task Definitions' form.
Select "Add" in the 'Add/Edit Task Definition' field.
Set the 'New Task Code' field to "PRNTASK" and press the Tab key.
Set the 'Task Title' field to "PRNTASK EXAMPLE" and click [Submit].
Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
Access the 'Task Associations' form.
Select "Task Definition" in the 'Task Type' field.
Search for and select "PRNTASK EXAMPLE (PRNTASK)" in the 'Task Group/Definition' field.
Select "Add" in the 'Add/Edit/Delete Association' field.
Select "Order Entry" in the 'Order Event' field.
Search for and select "Order Code A" from the 'Order Code' field.
Click [Update Associations] and [Submit].
Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
Click the 'User Menu' and select 'Refresh Forms'.
Select “Client A” and access the Order Entry Console.
Search for and select "Order Code A" from the 'New Order' field.
Select "Once a week on Friday as Needed (Z1W)" from the 'Frequency' field and validate "PRN" is pressed in the 'Priority' field.
Populate all other required fields.
Click [Add to Scratchpad] and [Sign].
Validate the order for "Order Code A" is displayed in the 'Order Grid'.
Access the 'Task List' widget.
Search for and select "Client A" from the 'Search Patients' field.
Validate tasks for "Dietary Order Acknowledgement" and "Dietary Order Education" are shown in the 'Unscheduled' column.
Hover over the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed.
Validate the PRN tasks dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Move away the cursor from '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is not displayed.
Hover over the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed.
Click the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed.
Access the 'Flowsheet' tab
Validate the 'PRN tasks' pop-up dialog is not displayed.
Access the 'Task List' widget.
Validate the 'PRN tasks' pop-up dialog is not displayed.
Click the '(1) PRN Tasks' link.
Validate the PRN tasks dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Validate the 'Dietary' dialog contains the order details and 'Administer' link.
Click the 'Administer' link and validate the 'Nutrition Orders' dialog is displayed.
Validate the 'Nutrition Orders' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Check the PRN order checkbox and click [Administer].
Validate the 'Order Acknowledgement' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Validate the 'Acknowledged By' field contains the currently logged in user and their credentials.
Clear the 'Acknowledged By' field.
Validate the 'Acknowledge' button is disabled.
Search for and select the currently logged in user from the 'Acknowledged By' field.
Validate the 'Acknowledge' button is enabled.
Click [Acknowledge].
Validate the 'Education' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Validate the 'Educated By' field contains the currently logged in user and their credentials.
Clear the 'Educated By' field.
Validate the 'Educate' button is disabled.
Search for and select the currently logged in user from the 'Educated By' field.
Validate the 'Educate' button is enabled.
Click [Educate].
Validate the 'Dietary Administration' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Validate the 'Date of Administration' field contains "Today's Date".
Validate the 'Time of Administration' field contains "Current time".
Validate the 'Scheduled Date' field contains "Today's Date".
Validate the 'Schedule Time' field contains "N/A".
Select any successful administration event from the 'Administration Event' field and click [Address Alerts].
Validate the 'Dietary Administration Warning' dialog is displayed and override all the warnings.
Populate all the required fields and click [Sign].
Validate the Unscheduled column does not contain "Dietary Order Acknowledgement" and "Dietary Order Education".
Click the 'PRN Tasks' link.
Validate the 'PRN tasks' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Validate the 'Dietary' dialog contains "Last Completed: Today Date Current Time".
Click [Task Dialog - Close].

Topics

• Task List

AV-93998 Summary | Details

eMAR NX - One-Time-Only orders

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

eMAR
Order Entry Console
Orders This Episode

Scenario 1: eMAR NX - Document Additional Dose - Other

Specific Setup:

A client must have an active inpatient 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

Select “Client A” and access the Order Entry Console.
Select and set any pharmacy type order "Order Code A" in 'New Order' field.
Set the 'Duration' field to "5" and select 'Hours'.
Set the 'Freq' field to "Every Hour".
Populate the rest of the required fields.
Click [Add to Scratchpad] and [Sign].
Validate "Order Code A" is displayed in the 'Order grid'
Navigate to the 'eMAR' tab.
Validate an order for "Order Code A" is shown with five scheduled administration time set, starting from the nearest hour.
Click the 'Ellipsis' and select 'Document Additional Dose' and validate the 'Date of Administration' contains the current date.
Validate the "Scheduled Undocumented Doses" text area contains the current date with 5 rows for the next 5 hours starting from the nearest hour.
Validate the "Administration Events Recorded" text-area is blank.
Click the 'Ellipsis' and select "Other" and click [Select]
Populate the required fields and click [Save].
Validate "Current Hour" cell contains dose unit and time of administration.
Validate "Schedule/Routine - Last Given Badge" contains today's date and time of administration
Validate "Schedule/Routine - Next Due" contains today's date and one hour from now.
Select "Daily" from the 'View' dropdown.
Validate "1 Successful" is present under current date column.

Scenario 2: eMAR NX - Scheduled OTO - Document Additional Dose

Specific Setup:

A client must have an active inpatient 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

Select “Client A” and access the Order Entry Console.
Select and set any pharmacy type order "Order Code A" in 'New Order' field.
Set the 'Duration' field to "5" and select 'Hours.
Select "One Time Only" in the 'Freq' field.
Populate the remaining required fields.
Click [Add to Scratchpad] and [Sign].
Validate "Order Code A" is displayed in the 'Order grid'
Navigate to the 'eMAR' tab.
Validate an order for "Order Code A" is shown with one scheduled administration.
Click the 'Ellipsis' and select "Document Additional Dose" and validate the 'Date of Administration' contains the current date.
Validate the "Scheduled Undocumented Doses" text area contains the current date.
Validate the "Administration Events Recorded" text-area is blank.
Click the 'Ellipsis' and select "Other" and click [Select].
Populate the required fields and click [Save].
Validate the "Current Hour" cell contains dose unit and time of administration.
Validate "Schedule/Routine - Last Given Badge" contains today's date and time of administration
Select "Daily" from the 'View' dropdown.
Validate "1 Successful" is present under current date column.

Topics

• eMAR NX • Order Entry Console

AV-94405 Summary | Details

Treatment Plan - 'Practitioner' validations

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

Registry Settings (PM)
Treatment Plan

Scenario 1: Treatment Plan - Staff member "Look-up" field results validation

Specific Setup:

In form "Treatment Plan", have a client [TestClient] with an existing treatment plan created. Note the current "Plan Date" set on the plan. [TestDate].
Have or create a staff member [StaffA] in form "Practitioner Enrollment" that has a "Start Date" submitted that set to a date later than [TestDate].
Have or create a staff member [StaffB] in form "Practitioner Enrollment", that has a "Start Date" submitted that is set to a date prior to [TestDate].
Have registry setting "'Practitioner Not Enrolled Warning" set to "W".
Have access to form "Registry Settings".

Steps

Select [TestClient] and open the "Treatment Plan" form.
In the pre-display, select the existing row for edit.
Click [Launch Plan].
Click [Add New Problem].
Populate any required fields.
Navigate to either the "Staff Assigning" field or "Staff Responsible" search field.
Enter [StaffA] and click search.
Validate the practitioner is found and the entry is accepted.
Clear the search field.
Enter [StaffB] and click search.
Validate a "Warning" dialog is displayed stating "Warning! Clinician [TestClient] is Not Active for Treatment Plan Date".
Click [OK].
Validate the entry for [StaffB] remains in the "Staff Responsible" field as expected, since this was only a warning message.
Click [Add New Goal].
Repeat step 1d.
Validate results are as expected.
Click [Add New Objective].
Repeat step 1d.
Validate results are as expected.
Click [Add New Intervention].
Repeat step 1d.
Validate results are as expected.
Submit the form.
Validate submission is successful.
Open form "Registry Settings".
Search for setting "'Practitioner Not Enrolled Warning".
Set to registry setting value to "E".
Submit the form.
Select [TestClient] and reopen the "Treatment Plan" form.
In the pre-display, select the existing row for edit again.
Click [Launch Plan].
Click [Add New Problem] to add another problem.
Populate any required fields.
Navigate to either the "Staff Assigning" field or "Staff Responsible" search field.
Enter [StaffA] and click search.
Validate the practitioner is found and the entry is accepted.
Clear the search field.
Enter [StaffB] and click search.
Validate this time an "Error" dialog is displayed stating, "Warning! Clinician [TestClient] is Not Active for Treatment Plan Date".
Click [OK].
Validate the entry for [StaffB] has been cleared from the field and replaced with the previous valid entry of [StaffA], as expected since this was an "Error" message.
Click [Add New Goal] to add another goal.
Repeat step 3d.
Validate results are as expected.
Click [Add New Objective] to add another objective.
Repeat step 3d.
Validate results are as expected.
Click [Add New Intervention] to add another intervention.
Repeat step 3d.
Validate results are as expected.
Submit the form.
Validate submission is successful.

Topics

• Practitioner • Registry Settings • Treatment Plan

AV-94505 Summary | Details

Avatar NX - Smartphone

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

Progress Notes (Group and Individual)

Scenario 1: Smartphone - validate session timeout

Steps

Internal Testing Only.

Topics

• NX Only

AV-94789 Summary | Details

Avatar NX - Treatment Plan

Scenario 1: 'All Documents' widget - Validate 'Treatment Plan' records

Specific Setup:

A client must be enrolled in an existing episode and have 2 or more problems on file (Client A).
A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
The 'Predefined Default' registry setting must be enabled for the 'Treatment Plan'.
Document routing must be enabled for the 'Treatment Plan'.
The logged in user must have an associated staff member.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Enter the desired date in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field.
Populate any required and desired fields.
Select "Draft" in the 'Treatment Plan Status' field.
Select two problems from the 'Problems' grid to include in the plan.
Click [Submit].
Access the 'Treatment Plan' form.
Select the plan created in the previous step.
Validate all the fields display as expected.
Click [Launch Plan].
Select first problem in the treatment tree.
Validate the 'Problem' field displays in focus.
Validate the 'Predefined' field does not show a value selected.
Select the desired value from the 'Status' field.
Validate "Yes" is selected in the 'Predefined' field.
Edit the description in the 'Problem' field.
Validate "No" is selected in the 'Predefined' field.
Select the second problem in the treatment plan tree.
Validate the 'Problem' field displays in focus.
Select the desired value from the 'Status' field.
Validate "Yes" is selected in the 'Predefined' field.
Populate all desired fields.
Click [Return To Plan].
Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
Submit the form.
Select "Client A" and navigate to the 'All Documents' view.
Refresh the 'All Documents' widget.
Select 'All Forms'.
Select "Treatment Plan" in the 'Form Description' field.
Validate the record is present and displays "Draft" in the 'Workflow Status' field and select it.
Validate the 'Console Widget Viewer' displays the plan in the previous steps.
Click [Open Record].
Validate the 'Treatment Plan' form opens with the draft from the previous steps.
Make any desired changes.
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit].
Validate a 'Confirm Document' dialog is displayed with the treatment plan data.
Click [Accept and Route].
Enter the password associated to the logged in user and click [Verify].
Select the practitioner associated to the logged in user as an approver and click [Submit].
Refresh the 'All Documents' widget.
Select 'All Forms'.
Select "Treatment Plan" in the 'Form Description' field.
Verify the record is present and displays "Final" in the 'Workflow Status' field and select it.
Validate the treatment plan is displayed in the 'Console Widget Viewer'.
Validate the [Append] button is not displayed since the document has not yet been approved.
Click [Close All].
Navigate to 'My To Do's' widget.
Validate a To Do is displayed for "Client A".
Approve the To Do.
Validate the To Do is no longer displayed for "Client A".
Select "Client A" and navigate to the 'All Documents' view.
Select 'All Forms'.
Select "Treatment Plan" in the 'Form Description' field.
Select the finalized treatment plan.
Validate the treatment plan is displayed in the 'Console Widget Viewer'.
Validate the [Append] button is now displayed.
Click [Append].
Validate the 'Append Documents' form is displayed.
Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
Click [Submit].
Validate a 'Confirm Document' dialog is displayed.
Click [Accept].
Enter the password for the logged in user and click [Verify].
Click [No] to close the form.
Refresh the 'All Documents' view.
Select 'All Forms'.
Select "Treatment Plan" in the 'Form Description' field.
Select the finalized treatment plan.
Validate the treatment plan is displayed in the 'Console Widget Viewer' with the comments appended to the end.
Click [Close All].

Scenario 2: Avatar NX - Treatment Plan Copy - Validate the 'Predefined' field functionality

Specific Setup:

A copy of the 'Treatment Plan' form must be defined (Treatment Plan Copy).
A client must be enrolled in an existing episode and have 2 or more problems on file (Client A).
The 'Predefined Default' registry setting must be enabled for the 'Treatment Plan Copy'.

Steps

Select "Client A" and access the 'Treatment Plan Copy' form.
Enter the desired date in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field.
Populate any required and desired fields.
Select "Draft" in the 'Treatment Plan Copy Status' field.
Select two problems from the 'Problems' grid to include in the plan.
Click [Submit].
Access the 'Treatment Plan Copy' form.
Select the plan created in the previous step.
Validate all the fields display as expected.
Click [Launch Plan].
Select first problem in the treatment tree.
Validate the 'Problem' field displays in focus.
Validate the 'Predefined' field does not show a value selected.
Select the desired value from the 'Status' field.
Validate "Yes" is selected in the 'Predefined' field.
Edit the description in the 'Problem' field.
Validate "No" is selected in the 'Predefined' field.
Select the second problem in the treatment plan tree.
Validate the 'Problem' field displays in focus.
Select the desired value from the 'Status' field.
Validate "Yes" is selected in the 'Predefined' field.
Populate all desired fields.
Click [Return To Plan].
Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
Select "Final" in the 'Treatment Plan Copy Status' field.
Click [Submit].

Topics

• All Documents Widget • ToDo's • Treatment Plan

AV-95211 Summary | Details

Document Routing - Routing to supervisor

Scenario 1: Document Routing - Approve and Accept - Supervisor as Final Approver

Steps

Open the "User Definition" form.
Navigate to the "Document Routing" section.
Set "Supervisor Approval Required for Documents" to "Yes".
Click "Forms Requiring Supervision".
Select the forms that will require supervisor.
File form.
Open the "Document Routing Setup".
Select the "Progress Note" to be tested.
Select "Yes" in "Enable Document Routing".
Select "Yes" in "Skip Password Entry".
Select "Yes" in "Approver Required".
Select "Yes" in "Final Approver Required".
File the form.
Open the "Progress Note" form that was setup in "Document Routing Setup" form.
Fill out all required fields for an Independent progress note.
Select a "Note Type" that will enable "Accept and Route" or "Sign and Route" button on "Route Document To" screen.
Set "Draft/Final" to "Final".
Submit the form.
Validate the "Search Here - Supervisor" search field is not a required field.
Validate the "Search Here - Team" search field is not a required field.
Validate the "Search Here - Add Approver" search field is not a required field.
Validate that as long as an "Approver" checkbox is selected for a "Supervisor" and the "Final Approver" checkbox is selected for the "Approver" checkbox, the 'Submit' button is enabled.

Scenario 2: Document Routing - Supervisor "Final Approver" required for Documents

Specific Setup:

Have a form [TestForm] enabled for "Document Routing".
In form "Document Routing Setup" have the following prompts set for [TestForm]:
"Approver Required" is set to "Yes".
"Require Final Approver" is set to "Yes".
"Approver List Defaults" set to "Default From Last Filing".
Have two users who are staff members. [StaffA] and [StaffB],
In form "User Definition" have the following setting set:
[StaffA] is set up with prompt "User Can be Final Approver" set to "Yes" and [TestForm] selected in prompt "Select Forms For Final Approval" field,
[StaffB] is a user who is set up with prompt "Supervisor Approval Required for Documents" set to "Yes" and [TestForm] selected in the "Select Forms Requiring Supervisor" field,
Log in as [StaffB].

Steps

Open [TestForm]:
Select the desired client.
Populate all required and desired fields.
Select "Final" from the 'Draft/Final' field.
Click [Submit Note].
At the 'Route Document to' screen:
Search for and add [StaffB] in the approver search field.
Click the "Approver" check box next to their name.
Validate the [Submit] button is not enabled yet.
Search for and add [StaffA] in the "Supervisor" search field.
Click the "Final Approver" check box next to their name.
Validate the [Submit] button is now enabled.
Click [Submit].
Validate the form submits successfully.
At the home view, navigate to the 'My To Do's' widget.
Locate the 'To Do' for the document submitted in step 1.
Open the 'To Do'.
Validate document is displayed as expected.
Click [Accept] and [Sign].
Validate the 'To Do' is removed from the 'To Do' list.
Open [TestForm] again.
Select the desired client.
Populate all required and desired fields.
Select "Final" from the 'Draft/Final' field.
Click [Submit Note].
At the 'Route Document to' screen:
Validate [StaffA] has defaulted in from the last filing in step 1, as expected.
Search for and add [StaffB] in the approver search field.
Click the "Approver" check box next to their name.
Validate the [Submit] button is not enabled yet.
Click the "Final Approver" check box next [StaffA].
Validate the [Submit] button is now enabled.
Click [Submit].
Validate the form submits successfully.
At the home view, navigate to the 'My To Do's' widget.
Locate the 'To Do' for the document submitted in step 2.
Open the 'To Do'.
Validate document is displayed as expected.
Click [Accept] and [Sign].
Validate the 'To Do' is removed from the 'To Do' list.
Log out as [StaffB].
Log in as [StaffA].
At the home view, navigate to the 'My To Do's' widget.
Locate the 'To Do' for the document submitted in step 1.
Open the 'To Do'.
Validate document is displayed as expected.
Click [Accept] and [Sign].
Validate the 'To Do' is removed from the To Do list.
Return to the 'To Do' list.
Locate the 'To Do' for the document submitted in step 2.
Open the 'To Do'.
Validate document is displayed as expected.
Click [Accept] and [Sign].
Validate the 'To Do' is removed from the 'To Do' list.

Topics

• Document Routing

AV-95243 Summary | Details

Task List - Specimen Collection - Collection Site

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

Orders This Episode
Task List
Collect Specimens
Order Code Setup

Scenario 1: Task List - Lab - Registry Setting - Enable Specimen Site Selection Tree set to "Y" and and 'Specimen Site - eMAR' extended attribute

Specific Setup:

The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry setting must be set to "Y".
The ‘(10245) Specimen Site - eMAR’ extended attribute must be set to “Required” in the Order Entry Client Information ‘(10245) Specimen Type’ dictionary for "Bone Marrow".
The ‘(10245) Specimen Site - eMAR’ extended attribute must be set to “Enabled” in the Order Entry Client Information ‘(10245) Specimen Type’ dictionary for "Blood".
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 client must have an active inpatient episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select “Client A” and access the Order Entry Console.
Search for and select "Lab Code A" from the 'New Order' field.
Populate all required fields.
Click [Add to Scratchpad] and [Sign].
Validate the order is displayed in the 'Order grid'.
Access the 'Task List' widget.
Search for and select "Client A" from the 'Search Patients' field.
Click the 'Lab Collection' link.
Check the "Lab Code A" order and click [Collect].
Click [Acknowledge] and [Educate].
Validate the 'Collection Event' dialog is launched.
Click [Select Site].
Validate a message is displayed stating "Specimen Type should be selected" and click [OK].
Select "Bone Marrow" from the 'Specimen Type' field.
Validate the 'Collection Site' field is required.
Select "Blood" from the 'Specimen Type' field.
Validate the 'Collection Site' field is not required.
Populate any remaining required fields and click [Sign].

Scenario 2: Task List - Lab - Registry Setting - Enable Specimen Site Selection Tree set to "N" and 'Specimen Site - eMAR' extended attribute

Specific Setup:

A Lab-type order code must exist. (Lab Order A).
The ‘(10245) Specimen Site - eMAR’ extended attribute must be set to "Enabled" in the Order Entry Client Information ‘(10245) Specimen Type’ dictionary for "Bone Marrow".
The ‘(10245) Specimen Site - eMAR’ extended attribute must be set to “Disabled” in the Order Entry Client Information ‘(10245) Specimen Type’ dictionary for "Blood".
The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry setting must be set to "N"
Please log out of the application and log back in after completing the above configuration.
A client must have an active inpatient episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select “Client A” and access the Order Entry Console.
Search for and select "Lab Order A" from the 'New Order' field.
Populate all required fields.
Click [Add to Scratchpad] and [Sign].
Validate the order is displayed in the 'Order grid'.
Access the 'Task List' widget.
Search for and select "Client A" from the 'Search Patients' field.
Click the 'Lab Collection' link.
Check the "Lab Code A " order and click [Collect].
Click [1 Acknowledge] and then [1 Educate].
Select "Blood" from the 'Specimen Type' field.
Validate the 'Collection Site' field "is disabled".
Select "Bone Marrow" from the 'Specimen Type' field.
Validate the 'Collection Site' field "is enabled".
Select "Right Hand" from the 'Collection Site' field.
Select any successful administration event from the 'Collection Event' field.
Populate any remaining required fields and click [Sign].

Topics

• Task List

AV-96365 Summary | Details

Avatar NX - View Definition

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

NX View Definition
View Definition

Scenario 1: Avatar NX - Validate the 'Default Client Information Header to Condensed View' selection in 'View Definition'

Specific Setup:

A client must be enrolled in an existing episode (Client A).
The logged in user must have access to the 'View Definition' and 'NX View Definition' forms.

Steps

Access the 'View Definition' form.
Click [Select View].
Select "Add View" from the 'Select Views' field and click [OK].
Enter the desired value in 'View ID' field.
Enter the desired value in 'View Description' field. Note: this will be referred to as "View A".
Select "Home View" from the 'View Type' field.
Select the desired value from 'Allow User To Customize View' field.
Click [Launch View Designer].
Select the "Include Client Information header in view" check box.
Validate "Default Client Information header to condensed view" check box displays enabled as expected.
Select the "Default Client Information header to condensed view" check box.
Click [Submit], [Submit] and [No].
Access the 'NX View Definition' form.
Select "User" from the 'User or Role' field.
Search and select the logged in user from the 'Select User' field.
Click [Additional myDay Views].
Select "View A" from 'Select Additional Views' field.
Click [OK] and [File]
Validate an 'Avatar NX View Definition' message stating: "Filed" and click [OK].
Close the form.
Navigate to "View A" and select "Client A".
Validate the 'Client Information header' displays the selected client details and is condensed as expected.
Access the 'View Definition' form.
Click [Select View].
Select "View A" from the 'Select Views' field and click [OK].
Click [Launch View Designer].
Validate the 'Include Client Information header in view' and 'Default Client Information header to condensed view' check boxes display selected as expected.
Close the form.

Topics

• View Definition

AV-96747 Summary | Details

OE NX - Ad Hoc Reconciliation

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 - Intra-episode Ad Hoc Medication Reconciliation

Specific Setup:

Avatar OE 2024 Update 31 and myAvatar NX Release 2024.07.00 are required in order to utilize full functionality.
The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation within the Order Entry Console' registry setting must be set to "ADM&DIS&AD_HOC".
The '(10911) Type Of Reconciliation' extended attribute must be set to "Intra-episode" in the Order Entry Tabled Files '(10910) Ad Hoc Medication Reconciliation Type' for "Return From Leave".
Please log out of the application and log back in after completing the above configuration.
A client must have active inpatient episode.
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Create 2 pharmacy-type orders (Order A, Order B)
Access the 'Ad Hoc Reconciliation' tab.
Select "Return from leave" from the 'Type' field.
Validate "Order A" and "Order B" are displayed in the 'Before Reconciliation' grid.
Select "Order A" and click [Modify].
Populate the required fields and make any changes to the 'Order Details' for "Order A" and click [Add to Scratchpad].
Validate "Order A" displays in the 'After Reconciliation' grid with an 'Action' of "Modify".
Select "Order B" and click [Continue].
Validate "Order B" displays in the 'After Reconciliation' grid with an 'Action' of "CONT".
Search for and select a pharmacy-type order code in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad].
Validate the 'After Reconciliation' grid contains:
"Order A" with an 'Action' of "Modify".
"Order B" with an 'Action' of "CONT".
The new order with an 'Action' of "NEW".
Click [Hold in Pending Status].
Validate the 'Load prior Reconciliation' field contains "Return From Leave - Ordering Practitioner information - Date and time (Pending)".
Click [Edit Pending Reconciliation].
Validate a message stating " Ad Hoc Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." is displayed and click [Ok].
Click [Reconcile & Sign].
Validate the 'Ad Hoc Reconciliation' tab is in view-only mode.
Select the 'Orders This Episode' tab.
Validate that the 'Order grid' contains three orders.

Scenario 2: OE NX - Inter-episode Ad Hoc Medication Reconciliation

Specific Setup:

Avatar OE 2024 Update 31 and myAvatar NX Release 2024.07.00 are required in order to utilize full functionality.
The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation within the Order Entry Console' registry setting must be set to "ADM&DIS&AD_HOC".
The '(10911) Type Of Reconciliation' extended attribute must be set to "Inter-episode" in the Order Entry Tabled Files '(10910) Ad Hoc Medication Reconciliation Type' for "Interrupted Stay/Readmission".
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.
"Client A" must have a discharged episode where orders were D/C due to discharge (Order 1, Order 2, Order 3)

Steps

Select "Client A" and access the Order Entry Console.
Create 3 pharmacy-type orders (Order A, Order B, Order C).
Access the 'Ad Hoc Reconciliation' tab.
Select "Interrupted Stay/Readmission" from the 'Type' field.
Validate the orders from the discharged episode are displayed in the 'Before Reconciliation' grid.
Validate the orders created on 'Orders This Episode' for the current episode are displayed in the 'After Reconciliation' grid.
Select "Order 1" under 'Before Reconciliation' and click [Do not add].
Select "Order 2" and "Order 3" under 'Before Reconciliation' and click [Add to Scratchpad].
Validate that "Order 2" and "Order 3" are displayed correctly in the 'After Reconciliation' grid.
Select "Order A" and click [Continue].
Select "Order B" and click [DC].
Select "Order C" and click [Modify].
Make any changes to "Order C" and click [Update Order].
Click [Hold in Pending Status] and validate the 'Ad Hoc Reconciliation' tab displays in a pending status.
Click [Edit Pending Reconciliation] and validate a message displays stating: "Ad Hoc Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [Ok].
Make any changes to the current 'Ad Hoc Reconciliation'.
Click [Restart Reconciliation] and validate a message displays stating: "Clicking Restart will discard all current changes. Are you sure you wish to restart?" and click [Yes].
Validate the 'Ad Hoc Reconciliation' tab displays how it did after clicking [Hold in Pending Status].
Click [Discard].
Validate a message is displayed stating: "This action will permanently discard the Pending Ad Hoc Reconciliation. Are you sure you wish to continue?" and click [No].
Click [Reconcile and Review].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' column for all orders and click [Sign].
Validate the 'Ad Hoc Reconciliation' tabs displays in a view only status with the [Add New] button enabled and the 'Load Prior Reconciliation' field containing the details from the now filed 'Ad Hoc Reconciliation'.
Select the 'Orders This Episode' tab
Validate that the 'Order grid' contains four orders.

Topics

• Order Entry Console

AV-97017 Summary | Details

eMAR NX - 'Default Administration Event Code' Registry Setting

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

Dictionary Update (CWS)
eMAR
Orders This Episode
Registry Settings (CWS)

Scenario 1: eMAR NX - An error is displayed after clicking Administer when default administration code is set to "inactive".

Specific Setup:

An inactive dictionary code must exist for the eMAR Tabled Files '(10000) Administration Event' dictionary. (Dictionary Code A)
The 'Avatar eMAR->General->Settings->->->Default Administration Event Code' registry setting must be set to "Dictionary Code A".
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 code with scheduled hours of administration must exist. (Frequency 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.

Steps

Select “Client A” and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Set the 'Freq:' field to "Frequency Code A".
Populate all remaining required fields and click [Add to Scratchpad], and [Sign].
Access the 'eMAR' widget.
Select one of the administration events and click [Administer].
Complete 'Order Acknowledgement' and 'Client Education' and validate the 'Medication Administration' dialog is launched.
Validate the 'Administration Event' field is not populated.
Populate all required fields, override any alerts, and click [Save].

Topics

• eMAR NX

AV-97069 Summary | Details

Avatar NX - CCInbox

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

CC Inbox

Scenario 1: Avatar NX - Validate the 'CCInbox - New Messages' icon

Specific Setup:

A user must be defined with many unread emails in the 'CareConnect Inbox' (User A).
An additional view must be defined containing the 'CareConnect Inbox' widget (View A).

Steps

Log in with "User A".
Validate an 'envelope' icon in the header banner displays with a total email count.
Hover over the 'envelope' icon and validate the tooltip displays "CCInbox - New Messages" and a breakdown of the total count of individual and group emails.
Navigate to "View A".
Validate 'CareConnect Inbox' widget display as expected.
Validate the 'Inbox' field on the 'CareConnect Inbox' displays the total count of individual emails matching the count in the 'CCInbox - New Messages' tool tip.
Click on the 'Inbox' field.
Click any unread email and validate it opens as expected.
Validate the 'Inbox' field reduces the total email count by 1 as expected.
Validate the total count on the 'envelope' icon refreshes and reduces by 1 as expected. Please note: this may take a few minutes to update.

Topics

• NX Only

AV-97341 Summary | Details

eMAR NX - Put Orders On Hold During Leave

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

eMAR
Leaves
Orders This Episode

Scenario 1: OE NX - Put Orders On Hold During Leave

Specific Setup:

Avatar PM 2024 Update 36, Avatar OE 2024 Update 35, Avatar eMAR 2024 Update 16, Avatar CWS 2024 Update 48 and myAvatar NX Release 2024.07.00 is required in order to utilize full functionality.
The "(772) Discontinue or Hold Orders Upon Leave" extended attribute must be set to "Hold" in the Client '(757) Types Of Leave From' dictionary for "Leave"
Please log out of the application and log back in after completing the above configuration.
A client must have an active inpatient episode (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code.
Populate the required fields and click [Add to Scratchpad].
Search for and select any lab-type order code.
Populate the required fields selecting a "PRN" frequency and click [Add to Scratchpad].
Search for and select any dietary oral-type order code.
Populate the required fields and click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains three orders.
Access the 'Leaves' form.
Populate the required fields selecting "Leave" from the 'Type of Leave From' field and click [Submit].
Access the Order Entry Console.
Validate the 'Order grid' contains the three orders with each having an action of "Active (On Hold automatically upon leave - Leave)".
Access 'eMAR NX' for "Client A".
Validate there is a banner across the pharmacy-type order hour columns displaying "Leave (Leave) Effective (leave date and leave time)".
Click [Scan Client], populate the required fields, and click [Save].
Perform 'Client Education' and 'Order Acknowledgement'.
Click the ellipsis for the pharmacy-type order and select "Document Additional Dose".
Validate the 'Select Administration Time' dialog is launched.
Select any value in the 'Scheduled Undocumented Doses' section and click [Select].
Validate the order is displayed in the 'Medication List' and click [Administer].
Validate the 'Medication Administration' dialog is displayed.
Populate the required fields.
Click [Address Alerts] and validate there is an alert on the 'Administration Date/Time' tab that displays "This Administration Event is occurring while the order is on hold due to leave (Leave)."
Override any alerts and click [Save Override(s)] and [Close].
Click [Save].
Validate a cell displays administration data for the time selected.
Access 'Task List'.
Search for and select "Client A" in the 'Search Clients' field.
Validate the 'Dietary Oral-type' does not display.
Click 'PRN Tasks'
Validate the 'Lab' order is displayed, select the order, and click [Collect].
Perform 'Order Acknowledgement' and 'Education'.
Validate the 'Specimen Collection' dialog is displayed.
Populate the required fields.
Click [Alerts] and validate a warning displays "This Administration Event is occurring while the order is on hold due to leave (Leave)."
Override any alerts and click [Save Override(s)] and [Close].
Click [Sign].
Access the Order Entry Console.
Select the Dietary Oral-type order in the 'Order grid' and click [Resume], [Add to Scratchpad], and [Sign].
Access 'Task List'.
Click the 'Dietary-Oral Admin' for the next collection time.
Click the checkbox for the order and click [Administer], [Acknowledge], and [Educate].
Validate the 'Dietary-Oral Administration' dialog is displayed
Populate the required fields.
Click [Alerts], override any alerts and click [Save Override(s)] and [Close].
Click [Sign].

Topics

• eMAR NX

AV-97477 Summary | Details

Avatar NX - Scheduling Calendar

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

Scheduling Calendar

Scenario 1: Scheduling Calendar - Field Validations

Specific Setup:

A site must be defined with many practitioners (Site A).

Steps

Access the 'Scheduling Calendar'.
Select "Site A" from the 'Site' field.
Validate the 'Staff members' field displays the list of all the staff members as expected.
Validate the addition of a newly added 'Search' field for staff members.
Enter the desired value in the 'Search' field.
Validate the 'Staff members' field filters the list and displays matching staff as expected.
Select the desired staff member from the list.
Validate the 'Appointment' table displays hours and appointments for the selected staff as expected.
Deselect the selected staff member.
Validate 'Appointment' table no longer displays hours and appointments for the staff member.
Clear the 'Search' field.
Validate the list of all staff members displays as expected.
Click [Dismiss] and [OK].

Topics

• Scheduling Calendar

AV-97570 Summary | Details

"Greenspace" - Integration

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

NX View Definition
View Definition

Scenario 1: Greenspace (Third Party Application) Integration - 'NX View Definition' setup and validations

Specific Setup:

Have an active user [UserA], that is not assigned to a user role
Have an active user [UserB], that is assigned to any user role [TestRole]

Steps

Open form "NX View Definition"
Validate field "Third Party Application" is present on the form
Select "User" in the "User or Role" field
Select [UserA] in the "Select User" field
In the "Third Party Application" field, select "Greenspace" option
Click [File]
Re-select [UserA] in the "Select User" field
Validate all fields are populated as expected
Close the form
Re-open form "NX View Definition"
Select "Role" in the "User or Role"
From the "Select User Role" field, select [TestRole]
In the "Third Party Application" field select the "Greenspace" option
Click [File]
Re-select [TestRole] in the "Select User Role" field
Validate all fields are populated as expected
Close the form
Return to the "NX View Definition"
Navigate to the "Third Party Integrations" section.
In the "Configuration to Edit", select the current testing server
In the "Third-Party Application" field, select "Greenspace"
Validate the "Active" field has defaulted to "No"
Select "Yes" in the field
In the "Application URL" field, enter the following URL to connect to the "Greenspace" login page: "https://app.staging.grnspace.ca/acco...results/search"
Click [File]
Close the form
Return "NX View Definition"
Navigate to the elect the "Third Party Integrations" section.
In the "Configuration to Edit", select the current testing server
Validate "Greenspace" is selected in the "Third-Party Application" field
Validate "Yes" is selected in the "Active" field
Validate "https://app.staging.grnspace.ca/acco...results/search" is selected in the "Application URL" field
Close the form
Close the form

Scenario 2: Greenspace (Third Party Application) URL Launch/Login - "Widget" and "Control Panel" setup and validations

Specific Setup:

In form "NX View Definition":
[UserA] (Not assigned to a user role) has been configured with "Greenspace" selected in field "Third Party Application" and the "Third Party Integrations" section" configured and set to "Active"
[UserB] is assigned to a role [TestRole]
[TestRole] has been configured with "Greenspace" selected in field "Third Party Application" and the "Third Party Integrations" section" configured and set to "Active"
Both users have credentials to login into the "Greenspace" website when the URL is launched
Have access to forms "View Definition" and "NX View Definition"

Steps

Open form "View Definition"
Click "Select View"
Select "Add New" and click [OK] to create a new view
Populate the "View ID" and "View Description" with the desired values to indicate that this will be a view that will contain the "Greeenspace" widget. For example "Greenspace_Widget_View"
Populate the other required fields
Click [Launch View Designer]
From the " Available Widgets" list, select the "Third Party Integrations - Greenspace" widget
Drag the widget to the view layout section
Click [Submit]
Click [Submit] to file the new view
Validate submission is successful
Open form "NX View Definition"
Select user [UserA] for edit
Validate "Greenspace" is selected in the "Third-Party Application" field
Click [Associated myDay Views]
From the "Select Additional Views" list, select new view "Greenspace" view
Click [OK]
Click [File]
Validate the form submits successfully
Close the form
Re-open form "NX View Definition"
Select "Role" in the "User or Role"
From the "Select User Role" field, select [TestRole]
From the "Select Additional Views" list, select new view "Greenspace" view
Click [OK]
Click [File]
Validate the form submits successfully
Log in as the [UserA]
From the "Console Views" menu bar, select new "Greenspace" view
Validate the "Greenspace" widget is displayed
Validate a message is displayed in the widget "Resource cannot be viewed in the widget, click here to open in New tab"
Search for or select any client [TestClient] in the search field on the left side panel
Click on the "Resource cannot be viewed in the widget, click here to open in New tab" message
Validate a new tab is opened, navigating the user to the "Greenspace" login page, as expected
Enter the proper username and password credentials assigned to [UserA], in the "Email Address" and "Password" fields.
Click [Sign In]
Validate the user is logged in successfully and the "Assessment Results" page is displayed
Validate the page indicates [TestClient] has been selected
At the top right of the page, click to log out
Close the tab
Navigate back to the Home View
In the "Control Panel" section, validate a "Greenspace" green square icon with the letter "G" is present for selection
Search for or select any client [TestClient] in the search field on the left side panel
Click the "Greenspace" icon in the "Control Panel"
Validate a new window is opened, navigating the user to the "Greenspace" login page, as expected
Enter the proper username and password credentials assigned to [UserA], in the "Email Address" and "Password" fields.
Click [Sign In]
Validate the user is logged in successfully and the "Assessment Results" page is displayed for [UserA]
Validate the page indicates [TestClient] has been selected
At the top right of the page, click to log out
Close the tab
Repeat steps 4 and 5, logging in as [UserB] who is assigned to [TestRole]
Validate all results are successful, as expected
Return to "NX View Definition"
Navigate to the "Third Party Integrations" section.
In the "Configuration to Edit", select the current testing server
Set the value in the "Active" field to "No"
Click [File] to submit the changes
Close the form
As [UserA], navigate back to the Home View
In the "Control Panel" section, validate a "Greenspace" green square icon is no longer present, as expected
From the "Console Views" menu bar, select new "Greenspace" view
Validate the "Greenspace" widget is displayed
Validate a message is displayed in the widget "Resource cannot be viewed in the widget, click here to open in New tab"
Click on the message
Validate a new tab is opened but a page is displayed with the message "Page not found", as expected.
Repeat step 8, logged in as [UserB]
Validate all results are as expected

Topics

• NX View Definition

AV-97776 Summary | Details

Task List - Unit filter

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

Admission
Program Maintenance

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

Login to the 'myAvatar NX' application. (Session A)
Access the 'Nursing Caseload Assignment' form.
Validate the 'Current Caseload' grid contains the patients assigned to the currently logged in user.
Select "Unit A" from the 'Select Clients From Unit' field.
Validate the 'Select Clients To Include In Current Caseload' grid contains the patients who are admitted into "Unit A".
Select "Unit B" from the 'Select Clients From Unit' field.
Validate the 'Select Clients To Include In Current Caseload' grid contains the patients who are admitted into "Unit B".
Click [Discard] and validate the 'Confirm Close' dialog is displayed and click [Yes].
Access 'Task List'.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
Validate that after all data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
Validate the 'View' field contains "My Caseload".
Search for and select any patient from 'Search Patients' field.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the patient data loads.
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.
Select "By Unit" from the 'View:' field.
Validate the grid is cleared, [Refresh Tasks] is disabled, and the 'Unit' field is enabled.
Select "Unit A" from the 'Unit:' field.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
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.
Search for and select any another patient from 'Search Patients' field.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the patient data loads.
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.
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.
Validate that after all data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
Validate the 'View' field contains "My Caseload".
Validate the patients shown in the grid match the patients from the 'Current Caseload' grid in the 'Nursing Caseload Assignment' form.
Select "24 Hours" from the 'Tasks Due:' field.
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.
Select "By Unit" from the 'View:' field.
Validate the grid is cleared, [Refresh Tasks] is disabled, and the 'Unit' field is enabled.
Select "Unit A" from the 'Unit:' field.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
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.
Validate the 'Tasks Due:' field contains "All Tasks".
Validate the grid contains only patients who are admitted into the "Unit A".
Select "Due Now" from the 'Tasks' field.
Validate that only patients in "Unit A", with tasks that are currently due or overdue, are shown in the grid.
Select "Unit B" from the 'Unit:' field.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
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.
Validate the 'Tasks Due:' field contains "All Tasks".
Validate the grid contains only those patients who are admitted into "Unit B".
Keep 'Session A' opened and Login to the 'Avatar NX' application again. (Session B)
Access 'Task List'.
Validate the 'View' field contains "My Caseload".
Validate the patients shown in the grid match the patients from the 'Current Caseload' grid in the 'Nursing Caseload Assignment' form.
Select "By Unit" from the 'View:' field.
Validate the grid data is cleared, [Refresh Tasks] is disabled and 'Unit' field is enabled.
Select "Unit A" from the 'Unit' field.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients fields are all disabled while the grid loads.
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.
Validate the 'Task Due' field contains "All Tasks".
Validate the grid contains only those patients who are admitted into "Unit A".
Click on the task hyperlink present under the current hour for "Client A" and validate the 'Task' dialog is displayed.
Click [Complete] and validate the 'COMPLETE TASK' dialog is displayed and click [Save].
Validate the task is removed from the 'Current Hour' column.
Switch back to "Session A" from "Session B".
Validate the 'Unit' field contains "Unit B".
Validate "Client A" is not showing in the grid for "Unit B".
Select "My Caseload" from the 'View' field.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', and 'Refresh Tasks' fields are all disabled while the grid loads.
Validate that after all data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
Validate the 'Task Due' field contains "All Tasks".
Validate the patients shown in the grid match the patients from the 'Current Caseload' grid in the Nursing Caseload Assignment' form.

Scenario 2: Task List - Filter Task List by Unit with Trailing Whitespace

Specific Setup:

Avatar CWS 2024 Update 68 and myAvatar NX Release 2024.07.00 are required in order to utilize full functionality.
A 'Unit' must exist that has a trailing space in the 'Dictionary Code'. This can be done in the Client '(202) Unit' dictionary. (Unit A)
A Program must exist. (Program A)
A client must have an active inpatient episode. (Program A)
"Unit A" must be selected in the 'Units' field in the 'Program Maintenance' form for "Program A".
"Unit A" must have a room and bed associated with it. (Room A) (Bed A)

Steps

Access 'Admission' form.
Create a new client and ensure the following are selected:
'Program' = "Program A"
'Unit' = "Unit A"
'Room' = "Room A"
'Bed' = "Bed A".
Populate all the required fields and click [Submit].
Access 'Task List'.
Validate the 'View' field contains "My Caseload".
Select "By Unit" from the 'View:' field.
Validate the grid data is cleared, [Refresh Tasks] is disabled and 'Unit' field is enabled.
Select "Unit A" from the 'Unit' field.
Validate the grid contains only those patients who are admitted into "Unit A".

Topics

• Task List

AV-97848 Summary | Details

Avatar NX - Import Client Picture

Scenario 1: Import Client Picture - Import, Update and Remove

Specific Setup:

A client must have an active episode. (Client A)
Must have a png file saved to upload for "Client A" (PNG A)
Must have two pictures saved to upload for "Client A" (Picture A and Picture B).
User must have more than one view configured on with a 'Client Information' header (View A).

Steps

Access the 'Import Client Picture' form.
Enter "Client A" in the 'Client' field.
Click [Acquire Image].
Open "PNG A".
Validate an Error message stating: "Error. The file type image/png is not supported. Please select either a jpeg or jpg file".
Click [OK].
Click [Acquire Image].
Open "Picture A".
Validate the 'Picture' field displays "Picture A" and is not distorted.
Click [Submit].
Validate a 'Form Return' dialog stating: "Import Client Picture has completed. Do you wish to return to form?".
Click [Yes].
Validate the form does not contain "Client A."
Close the form.
Select "Client A" and click "View A".
Validate "Picture A" displays in the 'Client Information' header of "View A".
Access the 'Import Client Picture' form.
Enter "Client A" in the 'Client' field.
Click [Acquire Image].
Open "Picture B".
Validate the 'Picture' field displays "Picture B" and is not distorted.
Click [Submit].
Validate a 'Form Return' dialog stating: "Import Client Picture has completed. Do you wish to return to form?".
Click [No].
Navigate to "View A" and verify "Picture B" displays in the 'Client Information' header.
Access the 'Import Client Picture' form.
Enter "Client A" in the 'Client' field.
Click [Clear Image].
Validate the 'Picture' field does not contain "Picture B".
Click [Submit].
Validate a 'Form Return' dialog stating: "Import Client Picture has completed. Do you wish to return to form?".
Click [No].
Navigate to "View A" and verify "Picture B" does not display in the 'Client Information' header.
Click [Import] in the 'Client Information' header.
Click [Browse].
Open "Picture A" and click [Save].
Validate "Picture A" displays in the 'Client Information' header.
Click [Delete Image] in the 'Client Information' header.
Validate a 'Confirm' dialog stating: "Would you like to remove the current client picture?".
Click [OK].
Validate "Picture A" does not display in the 'Client Information' header.
Clear the Client.

Scenario 2: Import Client Picture - Add Image and return to form = Yes

Specific Setup:

An existing client is identified.

Steps

Open the 'Import Client Picture' form.
Select "Client A" in the 'Client' field.
Click [Acquire Image].
Select the file and click [Open].
Validate the photo in the 'Picture' field.
Submit the form.
Validate the Form Return dialog contains "Form Return Import Client Picture has completed. Do you wish to return to form?".
Click [Yes].
Verify the user returned to the 'Import Client Picture' form.
Verify Client A is removed from the 'Client' field and the client image added in previous step is cleared out from the 'Picture' area.
Click [Close Form].
Validate the client header information has a picture.

Topics

• Import Client Picture

AV-97874 Summary | Details

eMAR NX - Discontinued Orders - Dose button

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

eMAR
Orders This Episode

Scenario 1: eMAR NX - Order Display

Specific Setup:

A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
“Client A” must have the following pharmacy-type orders.
Must have a ‘Frequency’ that is “STAT”. (Order A)
Must have a ‘Frequency’ that is “Routine” with no administration times. (Order B)
Must have a ‘Frequency’ that is “Routine” with administration times and a ‘Start Date’ that is two days in the past. (Order C)
Must have a ‘Frequency’ that is “PRN” with no administration times. (Order D)
Must have a ‘Frequency’ that is “PRN” with administration times and a ‘Start Date’ that is two days in the past. (Order E)
Must have a ‘Frequency’ that has a ‘Priority’ of “Other”. (Order F)
Must have a ‘Frequency’ that has a ‘Priority’ of “Continuous”. (Order G)
Must be expired and have a ‘Frequency’ that is “Routine” with no administration times. (Order H)
Must be expired and have a ‘Frequency’ that is “PRN” with no administration times. (Order I)
Must be discontinued and have a ‘Frequency’ that is “Routine” with administration times. (Order J)

Steps

Search for and select "Client A" and access 'eMAR NX' console.
Validate "Order A" is displayed under 'STAT/NOW'.
Validate "Order C" and "Order B" are displayed under 'Scheduled/Routine'.
Validate "Order G" is displayed under 'Continuous'.
Validate "Order D" and "Order E" are displayed under 'PRN'.
Validate "Order F" is displayed under 'Other'.
Validate "Order I" is displayed under 'Expired' and that the 'Overdue/Unscheduled' column displays a [Dose] with a white background. (PRN with no scheduled administration times)
Validate "Order H" is displayed under 'Expired' and that the 'Overdue/Unscheduled' column displays a [Dose] with a white background. (Scheduled/Routine order with no scheduled administration times)
Validate "Order J" is displayed under 'Discontinued'.
Access the Order Entry Console.
Select "Order B" in the 'Order grid' and click [D/C], [Add to Scratchpad] and [Sign].
Access 'eMAR NX'.
Click [Scan Client] and complete the 'Wristband Scan Override'.
Validate "Order B" is displayed under 'Discontinued' and that the 'Overdue/Unscheduled' column displays a [Dose] with a white background. (Scheduled/Routine with no scheduled administration times)
Click [Dose] and validate the 'Discontinued Medication Administration' dialog is displayed and contains a message stating "The selected order is Discontinued, effective Discontinue Date and Time. To continue with this administration click 'Ok'. To cancel this administration click 'Cancel'."
Click [OK] and validate the order is added to 'Medication List'.
Click [X] to remove the order from 'Medication List' and validate the 'Medication List' dialog is closed.
Access the Order Entry Console.
Select "Order C" in the 'Order grid' and click [D/C], [Add to Scratchpad] and [Sign].
Access 'eMAR NX'.
Validate "Order C" is displayed under 'Discontinued' and that the 'Overdue/Unscheduled' column displays a [Due] with a red background. (Scheduled/Routine with overdue administration times)
Click [Due] and validate the 'Select Administration Time' dialog is displayed.
Select any missed dose and click [Select].
Validate the 'Discontinued Medication Administration' dialog is displayed and contains a message stating: "The selected order is Discontinued, effective Discontinue Date and Time. This Administration Event is occurring outside the allowable administration window of 60 minutes for "Order C description". To continue with this administration click 'Ok'. To cancel this administration click 'Cancel'." and click [OK].
Validate the order is added to 'Medication List'.
Click [X] to remove the order from 'Medication List' and validate the 'Medication List' dialog is closed.
Access the Order Entry Console.
Select "Order D" in the 'Order grid' and click [D/C], [Add to Scratchpad] and [Sign].
Access 'eMAR NX'.
Validate "Order D" is displayed under 'Discontinued' and that the 'Overdue/Unscheduled' column displays a [Dose] with a white background. (PRN with no administration times)
Click [Dose] and validate the 'Discontinued Medication Administration' dialog is displayed and contains a message stating: "The selected order is Discontinued, Discontinue Date and Time. To continue with this administration click 'Ok'. To cancel this administration click 'Cancel'." and click [OK].
Validate the order is added to 'Medication List'.
Click [X] to remove the order from 'Medication List' and validate the 'Medication List' dialog is closed.
Access the Order Entry Console.
Select "Order E" in the 'Order grid' and click [D/C], [Add to Scratchpad] and [Sign].
Access 'eMAR NX'.
Validate "Order E" is displayed under 'Discontinued' and that the 'Overdue/Unscheduled' column displays a [Due] with a red background. (PRN with overdue administration times).
Click [Due] and validate the 'Select Administration Time' dialog is displayed.
Select any missed dose and click [Select].
Validate the 'Discontinued Medication Administration' dialog is displayed and contains a message stating: "The selected order is Discontinued, effective Discontinue Date and Time. This Administration Event is occurring outside the allowable administration window of 60 minutes for "Order E's description". To continue with this administration click 'Ok'. To cancel this administration click 'Cancel'.
Click [OK] and validate the order is added to 'Medication List'.
Click [X] to remove the order from 'Medication List' and validate the 'Medication List' dialog is closed.

Topics

• eMAR NX

AV-97958 Summary | Details

Treatment Plan - PCL Date fields

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

Document Routing Setup (PM)
Required User List Management
Site Specific Section Modeling (CWS)

Scenario 1: Treatment Plan - Validate 'Pending Approval' workflow with PCL date fields

Specific Setup:

Please note: this is for Avatar NX only.
A client is enrolled in an existing episode (Client A).
Document routing must be enabled for the 'Treatment Plan' form.
The 'Treatment Plan' form must have the following configured in 'Site Specific Section Modeling':
'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan End Date'" selected in the 'Product Custom Logic Definition' field. This field will be referred to as 'PCL End Date'.
'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan Finalized Date'" selected in the 'Product Custom Logic Definition' field. This field will be referred to as 'PCL Finalized Date'.
Two users must be defined with associated staff members (User A & User B).
"User A" and "User B" must be defined as workflow users in the 'Required User List Management' form for the 'Treatment Plan'.

Steps

Log into Avatar NX as "User A".
Select “Client A” and access the ‘Treatment Plan’ form.
Enter the desired date in the 'Plan Date' field.
Enter any value in the 'Plan Name' field.
Select any value in the ‘Plan Type’ field.
Enter the desired date in the 'Plan End Date' field.
Validate the 'PCL End Date' and 'PCL Finalized Date' fields are displayed and leave them blank.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Add a problem, goal, objective, and intervention.
Populate all required and desired fields.
Click [Return to Plan] and [OK].
Select "Pending Approval" in the 'Treatment Plan Status' field.
Click [Submit].
Validate that a "Confirm Document" message is displayed.
Validate the 'PCL End Date' and 'PCL Finalized Date' fields are not displayed.
Click [Accept and Route].
Validate a "Verify Password" message is displayed.
Enter the password associated with the logged-in user in the 'Password' field.
Click [Verify].
Select the practitioner associated to "User A" as an approver and the practitioner associated to "User B" as an approver/supervisor.
Click [Submit].
Log out.
Log into Avatar NX as "User B".
Navigate to the 'My To Do's' widget.
Click [Documents to Sign].
Validate the To Do for "Client A" is displayed.
Click [Review].
Validate the 'Document Preview' contains the treatment plan data, without the 'PCL End Date' and 'PCL Finalized Date' fields.
Click [Accept] and [Sign].
Validate a "Verify Password" message is displayed.
Enter the password associated with the logged-in user in the 'Password' field.
Click [Verify].
Validate the To Do for "Client A" is no longer displayed.
Log out.
Log into Avatar NX as "User A".
Navigate to the 'My To Do's' widget.
Click [Documents to Sign].
Validate the To Do for "Client A" is displayed.
Click [Review].
Validate the 'Document Preview' contains the treatment plan data.
Validate the 'PCL End Date' and 'PCL Finalized Date' fields are appended to the end of the document. If there are multiple approvers, these fields will only become visible when the last approver goes to approve the document.
Click [Accept] and [Sign].
Validate a "Verify Password" message is displayed.
Enter the password associated with the logged-in user in the 'Password' field.
Click [Verify].
Validate the To Do for "Client A" is no longer displayed.

Scenario 2: Treatment Plan - Validate 'Final' workflow with PCL Date fields

Specific Setup:

A client is enrolled in an existing episode (Client A).
Document routing must be enabled for the 'Treatment Plan' form.
The 'Treatment Plan' form must have the following configured in 'Site Specific Section Modeling':
'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan End Date'" selected in the 'Product Custom Logic Definition' field. This field will be referred to as 'PCL End Date'.
'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan Finalized Date'" selected in the 'Product Custom Logic Definition' field. This field will be referred to as 'PCL Finalized Date'.
The logged in user must have an associated practitioner.

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Enter the desired date in the 'Plan Date' field.
Enter any value in the 'Plan Name' field.
Select any value in the ‘Plan Type’ field.
Enter the desired date in the 'Plan End Date' field.
Validate the 'PCL End Date' and 'PCL Finalized Date' fields are displayed and leave them blank.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Add a problem, goal, objective, and intervention.
Populate all required and desired fields.
Click [Return to Plan] and [OK].
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit].
Validate that a "Confirm Document" message is displayed.
Validate the 'PCL End Date' and 'PCL Finalized Date' fields are displayed in the body of the document.
Click [Accept and Route].
Validate a "Verify Password" message is displayed.
Enter the password associated with the logged-in user in the 'Password' field.
Click [Verify].
Select the practitioner associated to the logged in user as an approver.
Click [Submit].
Navigate to the 'My To Do's' widget.
Click [Documents to Sign].
Validate the To Do for "Client A" is displayed.
Click [Review].
Validate the 'Document Preview' contains the treatment plan data, with the 'PCL End Date' and 'PCL Finalized Date' fields in the body of the document.
Click [Accept] and [Sign].
Validate a "Verify Password" message is displayed.
Enter the password associated with the logged-in user in the 'Password' field.
Click [Verify].
Validate the To Do for "Client A" is no longer displayed.

Topics

• Document Routing • Treatment Plan

AV-98065 Summary | Details

OE NX - Task list

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

Access 'Frequency Code Setup' form.
Select "Add New code" from the 'Add/Edit Frequency Code' field.
Set the 'New Frequency Code' field to "Z1W" and 'Frequency Code Description' field to "Once a week on Friday as Needed (Z1W)".
Select "PRN" from the Routine or PRN(As Needed)' and "No" from the 'One Time Only' fields.
Set the 'Times/24 Hours' field to "1."
Select "No" from the 'Interval Frequency' and "Not Daily" from the 'Daily Administration' fields.
Check the "Friday" checkbox from the 'Days Administered' field and click [Submit].
Validate a message is displayed that states "Frequency Code Setup has completed. Do you wish to return to form?" and click [No].
Access the 'Task Definitions' form.
Select "Add" in the 'Add/Edit Task Definition' field.
Set the 'New Task Code' field to "PRNTASK" and press the Tab key.
Set the 'Task Title' field to "PRNTASK EXAMPLE" and click [Submit].
Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
Access the 'Task Associations' form.
Select "Task Definition" in the 'Task Type' field.
Search for and select "PRNTASK EXAMPLE (PRNTASK)" in the 'Task Group/Definition' field.
Select "Add" in the 'Add/Edit/Delete Association' field.
Select "Order Entry" in the 'Order Event' field.
Search for and select "Order Code A" from the 'Order Code' field.
Click [Update Associations] and [Submit].
Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
Click the 'User Menu' and select 'Refresh Forms'.
Select “Client A” and access the Order Entry Console.
Search for and select "Order Code A" from the 'New Order' field.
Select "Once a week on Friday as Needed (Z1W)" from the 'Frequency' field and validate "PRN" is pressed in the 'Priority' field.
Populate all other required fields.
Click [Add to Scratchpad] and [Sign].
Validate the order for "Order Code A" is displayed in the 'Order Grid'.
Access the 'Task List' widget.
Search for and select "Client A" from the 'Search Patients' field.
Validate tasks for "Dietary Order Acknowledgement" and "Dietary Order Education" are shown in the 'Unscheduled' column.
Hover over the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed.
Validate the PRN tasks dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Move away the cursor from '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is not displayed.
Hover over the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed.
Click the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed.
Access the 'Flowsheet' tab
Validate the 'PRN tasks' pop-up dialog is not displayed.
Access the 'Task List' widget.
Validate the 'PRN tasks' pop-up dialog is not displayed.
Click the '(1) PRN Tasks' link.
Validate the PRN tasks dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Validate the 'Dietary' dialog contains the order details and 'Administer' link.
Click the 'Administer' link and validate the 'Nutrition Orders' dialog is displayed.
Validate the 'Nutrition Orders' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Check the PRN order checkbox and click [Administer].
Validate the 'Order Acknowledgement' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Validate the 'Acknowledged By' field contains the currently logged in user and their credentials.
Clear the 'Acknowledged By' field.
Validate the 'Acknowledge' button is disabled.
Search for and select the currently logged in user from the 'Acknowledged By' field.
Validate the 'Acknowledge' button is enabled.
Click [Acknowledge].
Validate the 'Education' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Validate the 'Educated By' field contains the currently logged in user and their credentials.
Clear the 'Educated By' field.
Validate the 'Educate' button is disabled.
Search for and select the currently logged in user from the 'Educated By' field.
Validate the 'Educate' button is enabled.
Click [Educate].
Validate the 'Dietary Administration' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Validate the 'Date of Administration' field contains "Today's Date".
Validate the 'Time of Administration' field contains "Current time".
Validate the 'Scheduled Date' field contains "Today's Date".
Validate the 'Schedule Time' field contains "N/A".
Select any successful administration event from the 'Administration Event' field and click [Address Alerts].
Validate the 'Dietary Administration Warning' dialog is displayed and override all the warnings.
Populate all the required fields and click [Sign].
Validate the Unscheduled column does not contain "Dietary Order Acknowledgement" and "Dietary Order Education".
Click the 'PRN Tasks' link.
Validate the 'PRN tasks' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Validate the 'Dietary' dialog contains "Last Completed: Today Date Current Time".
Click [Task Dialog - Close].

Topics

• Task List

AV-98079 Summary | Details

Avatar NX - User Preferences

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

NX - User Preferences

Scenario 1: Avatar NX - validate the 'Hide myDay welcome message and dock Explore Search' user preference

Specific Setup:

A client must be enrolled in an existing episode (Client A).
The logged in user's myDay view must have the 'Client Information header' configured
There must be three additional views configured (View A), (View B), and (View C).
"View A" must have the 'Client Information header' configured.
"View B" must be a documentation view.
"View C" must contain a POV widget and the 'Client Information header'.

Steps

On the myDay view, validate the "Welcome" message and the 'What can I help you find?' search field display as expected.
Search and select "Client A".
Navigate to between "View A", "View B" and "View C".
Validate the views display as expected.
Access the 'User Menu' and click [Preferences].
Validate the addition of a 'Hide myDay welcome message and dock Explore Search' field with a "Requires logging off and then logging back in" note underneath.
Click [Hide myDay welcome message and dock Explore Search].
Click [Save].
Log out and log back in.
Validate the welcome message and the 'What can I help you find?' search field no longer display under the top navigation of the myDay view.
Validate the 'What can I help you find?' search field now displays on the left side menu.
Search and select "Client A".
Validate the space that contained the welcome message and 'What can I help you find?' search field has been removed and the view begins under the top navigation.
Navigate to "View A".
Validate the 'Client Information header' displays under the top navigation as expected.
Validate the widgets display as expected on "View A".
Navigate to "View B".
Validate the documentation view displays as expected.
Navigate to "View C".
Validate "View C" slides in and displays the 'Client Information header' under the top navigation as expected.
Validate the widgets display as expected on "View C".

Topics

• myDay • NX Only

AV-98230 Summary | Details

Inventory - Community Provider

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

eMAR
Order Entry User Definition
Orders This Episode

Scenario 1: eMAR NX - Inventory - External Pharmacy Mode

Specific Setup:

The following extended attributes must be set in the 'eMAR Tabled Files' '(10000) Administration Event' dictionary for any dictionary code (Nurse Administered):
'Successful Administration' = "Yes"
'Client Refusal' = "No"
'Decrement from Inventory on hand' = "Yes"
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order in the 'New Order' field.
Populate the required fields and click [Add to Scratchpad] and [Final Review].
An 'Interactions' dialog may be displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Validate the 'Order grid' contains the new order.
Access 'eMAR NX'.
Validate the order is displayed.
Click [Scan Client].
Select any value and click [Save].
Click the ellipsis for the pharmacy-type order created and click "Inventory".
Set the 'Quantity to Add or Remove' field to any value.
Click [+] and click [Save].
Perform an administration for the pharmacy-type order created.
Click the ellipsis for the pharmacy-type order created and click "Inventory".
Validate the 'Current Quantity on Hand' field displays the correct value.
Check the 'Include Administration Events' checkbox.
Validate an appropriate row is displayed for every successful administration.

Scenario 2: eMAR NX - Inventory - Community Provider

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->General->->->Practitioner IDs That Are Non-Facility Community Providers' registry setting must be set to the staff member associated to the logged in user.
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

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code in the 'New Order' field.
Set the 'Freq' field to a value that contains administration times.
Populate the remaining required fields, click [Add to Scratchpad], and [Sign].
Validate an 'Interactions' dialog may be displayed.
Override all interactions and click [Save Override and Exit].
Access 'eMAR NX'.
Validate the order created is displayed with administration times.
Click [Scan Client].
Select any value and click [Save]
Click the ellipsis for the order created and select "Inventory".
Set the 'Quantity to Add or Remove' field to any value.
Click [+] and click [Save].
Perform an administration for the pharmacy-type order created.
Click the ellipsis for the pharmacy-type order created and click "Inventory".
Validate the 'Current Quantity on Hand' field displays the correct value.
Check the 'Include Administration Events' checkbox.
Validate an appropriate row is displayed for every successful administration.

Topics

• eMAR NX

AV-98435 Summary | Details

Scheduling Calendar - Time Zone

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

CareFabric Monitor
Crystal Report Viewer
Scheduling Calendar - Status Update

Scenario 1: Scheduling Calendar - Validate 'Time Zone' for individual appointments

Specific Setup:

A site is defined with hours for scheduling (Site A).
This site is configured for "US/Eastern" time zone. Please note: this is done in the 'Site Registration' form in Avatar NX.
One or more practitioners defined with hours for scheduling.
Multiple time zones must be selected in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
For testing, "UTC-7 America/Denver (MT)" and "UTC-6 America/Chicago (CT)" will be used.
A client is enrolled in an existing episode (Client A).

Steps

Access the 'Scheduling Calendar' form.
Select "Site A" in the 'Site' field.
Right click in the 12:00PM time slot and click [Add Appointment].
Validate the 'Appointment Start Time' field contains "12:00 PM".
Validate the 'Appointment End Time' field contains "12:30 PM".
Select the desired value in the 'Service Code' field.
Select "Client A" in the 'Client' field.
Validate the 'Time Zone' field is displayed.
Please note: this field becomes visible when there are one or more selections made in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
Validate "UTC-5 US/Eastern (ET)" is populated by default in the 'Time Zone' field. This field will be populated by default based on the following logic:
If 'Site Registration' has 'Time Zone' configured in Avatar NX, that will be the default value.
If 'Site Registration' does not have 'Time Zone' configured but the logged in user has a 'Time Zone' configured in 'User Definition', that will be the default value.
If 'Site Registration' does not have 'Time Zone' configured and the logged in user also does not have 'Time Zone' configured, the server time zone will be used.
Please note: the time zones must be selected in the 'Appointment Scheduling System Defaults' form.
Select "UTC-7 America/Denver (MT)" in the 'Time Zone' field.
Click [Submit].
Validate the appointment displays on the calendar from 2:00PM-2:30PM since "Site A" is configured for "US/Eastern" time.
Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone):
Appt Time Zone: America/Denver
Appt Time Zone Adj Start Time: 12:00 PM
Appt Time Zone Adj End Time: 12:30 PM
Right click on the appointment and click [View Summary].
Validate the 'Appointment Detail' dialog contains:
Appointment Start Time: 02:00 PM (US/Eastern)
Appointment End Time: 02:30 PM
Appt Time Zone: America/Denver
Appt Time Zone Adj Start Time:12:00 PM
Appt Time Zone Adj End Time:12:30 PM
Click [Cancel] and [Dismiss].
Access the 'CareFabric Monitor' form.
Enter the current date in the 'From Date' and 'Through Date' fields.
Select "Client A" in the 'Client ID' field.
Select "AppointmentCreated" in the 'Event/Action Search' field.
Click [View Activity Log].
Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentCreated" record.
Click [Click To View Record].
Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
Close the report and the form.
Access the 'Scheduling Calendar' form.
Right click on the appointment for "Client A" and click [Status Update].
Validate the 'Time Zone' field is displayed and contains "UTC-7 America/Denver (MT)".
Select "UTC-6 America/Chicago (CT)" in the 'Time Zone' field.
Click [Submit].
Validate the appointment displays on the calendar from 1:00PM-1:30PM since "Site A" is configured for "US/Eastern" time.
Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone):
Appt Time Zone: America/Chicago
Appt Time Zone Adj Start Time: 12:00 PM
Appt Time Zone Adj End Time: 12:30 PM
Right click on the appointment and click [View Summary].
Validate the 'Appointment Detail' dialog contains:
Appointment Start Time: 01:00 PM (US/Eastern)
Appointment End Time: 01:30 PM
Appt Time Zone: America/Chicago
Appt Time Zone Adj Start Time:12:00 PM
Appt Time Zone Adj End Time:12:30 PM
Click [Cancel] and [Dismiss].
Access the 'CareFabric Monitor' form.
Enter the current date in the 'From Date' and 'Through Date' fields.
Select "Client A" in the 'Client ID' field.
Select "AppointmentUpdated" in the 'Event/Action Search' field.
Click [View Activity Log].
Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentUpdated" record.
Click [Click To View Record].
Validate the 'endDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
Validate the 'startDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
Close the report and the form.

Scenario 2: Scheduling Calendar - Validate 'Time Zone' for group appointments

Specific Setup:

A site is defined with hours for scheduling (Site A).
This site is configured for "US/Eastern" time zone. Please note: this is done in the 'Site Registration' form in Avatar NX.
One or more practitioners defined with hours for scheduling.
Multiple time zones must be selected in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
For testing, "UTC-7 America/Denver (MT)" and "UTC-6 America/Chicago (CT)" will be used.
A group (Group A) is defined with two clients (Client A & Client B).

Steps

Access the 'Scheduling Calendar' form.
Select "Site A" in the 'Site' field.
Right click in the 12:00PM time slot and click [Add Appointment].
Validate the 'Appointment Start Time' field contains "12:00 PM".
Validate the 'Appointment End Time' field contains "12:30 PM".
Select the desired group service code in the 'Service Code' field.
Select "Group A" in the 'Client' field.
Validate the 'Time Zone' field is displayed.
Please note: this field becomes visible when there are one or more selections made in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
Validate "UTC-5 US/Eastern (ET)" is populated by default in the 'Time Zone' field. This field will be populated by default based on the following logic:
If 'Site Registration' has 'Time Zone' configured in Avatar NX, that will be the default value.
If 'Site Registration' does not have 'Time Zone' configured but the logged in user has a 'Time Zone' configured in 'User Definition', that will be the default value.
If 'Site Registration' does not have 'Time Zone' configured and the logged in user also does not have 'Time Zone' configured, the server time zone will be used.
Please note: the time zones must be selected in the 'Appointment Scheduling System Defaults' form.
Select "UTC-7 America/Denver (MT)" in the 'Time Zone' field.
Click [Submit].
Validate the appointment displays on the calendar from 2:00PM-2:30PM since "Site A" is configured for "US/Eastern" time.
Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone):
Appt Time Zone: America/Denver
Appt Time Zone Adj Start Time: 12:00 PM
Appt Time Zone Adj End Time: 12:30 PM
Right click on the appointment and click [View Summary].
Validate the 'Appointment Detail' dialog contains:
Appointment Start Time: 02:00 PM (US/Eastern)
Appointment End Time: 02:30 PM
Appt Time Zone: America/Denver
Appt Time Zone Adj Start Time:12:00 PM
Appt Time Zone Adj End Time:12:30 PM
Click [Cancel] and [Dismiss].
Access the 'CareFabric Monitor' form.
Enter the current date in the 'From Date' and 'Through Date' fields.
Select "AppointmentCreated" in the 'Event/Action Search' field.
Click [View Activity Log].
Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentCreated" record for both "Client A" and "Client B".
Click [Click To View Record] for "Client A".
Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
Navigate back to the main report.
Click [Click To View Record] for "Client B".
Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
Close the report and the form.
Access the 'Scheduling Calendar' form.
Right click on the appointment for "Group A" and click [Status Update].
Select "All Group Members" in the 'Group Member Selection' dialog.
Validate the 'Scheduling Calendar - Status Update' form is displayed for "Client A".
Validate the 'Time Zone' field is displayed and contains "UTC-7 America/Denver (MT)".
Click [Submit].
Validate the 'Scheduling Calendar - Status Update' form is displayed for "Client B".
Validate the 'Time Zone' field is displayed and contains "UTC-7 America/Denver (MT)".
Select "UTC-6 America/Chicago (CT)" in the 'Time Zone' field.
Click [Submit].
Validate the appointment still displays on the calendar at 2:00PM - 2:30PM. The time zone will display strictly based on the 'Appointment Details' for group appointments.
Click [Dismiss].
Access the 'CareFabric Monitor' form.
Enter the current date in the 'From Date' and 'Through Date' fields.
Select "AppointmentUpdated" in the 'Event/Action Search' field.
Click [View Activity Log].
Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentUpdated" record for "Client A" and "Client B".
Click [Click To View Record] for "Client A".
Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
Navigate back to the main report.
Click [Click To View Record] for "Client B".
Validate the 'endDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
Validate the 'startDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
Close the report and the form.

Topics

• Scheduling Calendar

AV-98465 Summary | Details

Treatment Plan - 'Assigned Services' grid

Scenario 1: Treatment Plan Copy (Interventions) - "Assigned Services" grid functionality

Specific Setup:

The following registry setting must be enabled:
'Enable Service Entry Restriction by Client Treatment Plan'
'Activate Program/Service Code Filter'
The 'Assign Services To Program' section in the 'Program Maintenance' form has 'Enable Service Entry Restriction for Program' set to 'Yes' for one or more programs.
Client must be admitted to an active episode (Client A).
A copy must exist of the 'Treatment Plan' form (Treatment Plan Copy) with the following:
Document routing enabled
The 'Assigned Services' grid for interventions marked required in 'Site Specific Section Modeling'
The logged in user has the "All Documents" widget and the "Console Widget Viewer" widget on their home view or an additional view.

Steps

Select "Client A" and access the 'Treatment Plan Copy' form.
Click [Add].
Set the 'Plan Date' field to the current date.
Select any value in the 'Plan Type' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan] and [Add New Problem].
Validate the tree view contains a red required flag indicating missing required fields.
Enter the desired value in the 'Problem Code' field.
Select the desired value in the 'Status (Problem List)' field.
Enter the desired value in the 'Problem' field.
Select the desired value in the 'Status' field.
Populate any other required and desired fields for the problem.
Validate the tree view no longer contains a red required flag.
Click [Add New Intervention].
Validate the tree view contains a red required flag indicating missing required fields.
Enter the desired value in the 'Intervention' field.
Select the desired value in the 'Status' field.
Validate the 'Assigned Services' grid is required as expected.
Click [Add Service] in the 'Assigned Services' grid.
Select the desired value in the 'Service Program' field.
Select the desired value in the 'Service Code' field.
Validate the tree view no longer contains a red required flag.
Click [Add Service] in the 'Assigned Services' grid.
Validate the tree view contains a red required flag indicating missing required fields.
Click [Delete Service] for the new row.
Validate the tree view no longer contains a red required flag.
Click [Return to Plan], [OK], and [Submit].
Select "Client A" and access the 'Treatment Plan Copy' form.
Validate the treatment plan filed in the previous steps is displayed and click [Edit].
Click [Launch Plan].
Validate all previously populated fields are displayed and the tree view does not contain any red required flags.
Close the form.

Topics

• Treatment Plan

AV-98668 Summary | Details

Treatment Plan - 'Number of Multiple Response List Box Rows' setting

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

Site Specific Section Modeling (CWS)
Treatment Plan Number 1

Scenario 1: Treatment Plan - Validate the 'Number of Multiple Response List Box Rows' setting for multi-select dictionary fields in the Tree view

Specific Setup:

A client is enrolled in an existing episode (Client A).
The 'Treatment Plan' form must have the following configured in 'Site Specific Section Modeling':
'SS Treatment Plan Problem Multiple Response Dictionary' added to the 'Problems' section
"6" defined in the 'Number of Multiple Response List Box Rows' field
6+ dictionary values must be defined for this field in 'Dictionary Update'.
'SS Treatment Plan Goal Multiple Response Dictionary' added to the 'Goals' section
"5" defined in the 'Number of Multiple Response List Box Rows' field
5+ dictionary values must be defined for this field in 'Dictionary Update'.
'SS Treatment Plan Obj Multiple Response Dictionary' added to the 'Objectives' section
"2" defined in the 'Number of Multiple Response List Box Rows' field
2+ dictionary values must be defined for this field in 'Dictionary Update'.
'SS Treatment Plan Int Multiple Response Dictionary' added to the 'Interventions' section
"4" defined in the 'Number of Multiple Response List Box Rows' field
4+ dictionary values must be defined for this field in 'Dictionary Update'.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Enter the desired date in the 'Plan Date' field.
Enter the desired value in the 'Plan Name' field.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Click [Add New Problem].
Populate all required fields for the problem.
Validate the 'SS Treatment Plan Problem Multiple Response Dictionary' field is displayed, and shows 6 dictionary values by default based on the 'Number Of Multiple Response List Box Rows' configuration.
Select the desired value(s) in the 'SS Treatment Plan Problem Multiple Response Dictionary' field.
Click [Add New Goal].
Populate all required fields for the goal.
Validate the 'SS Treatment Plan Goal Multiple Response Dictionary' field is displayed, and shows 5 dictionary values by default based on the 'Number Of Multiple Response List Box Rows' configuration.
Select the desired value(s) in the 'SS Treatment Plan Goal Multiple Response Dictionary' field.
Click [Add New Objective].
Populate all required fields for the objective.
Validate the 'SS Treatment Plan Obj Multiple Response Dictionary' field is displayed, and shows 2 dictionary values by default based on the 'Number Of Multiple Response List Box Rows' configuration.
Select the desired value(s) in the 'SS Treatment Plan Obj Multiple Response Dictionary' field.
Click [Add New Intervention].
Validate the 'SS Treatment Plan Int Multiple Response Dictionary' field is displayed, and shows 4 dictionary values by default based on the 'Number Of Multiple Response List Box Rows' configuration.
Select the desired value(s) in the 'SS Treatment Plan Int Multiple Response Dictionary' field.
Click [Return to Plan], [OK], and [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Click [Edit] for the treatment plan filed in the previous steps.
Click [Launch Plan].
Validate all previously filed data is displayed.
Close the form.

Topics

• Site Specific Section Modeling • Treatment Plan

AV-98691 Summary | Details

OE NX - Orders This Episode - Hierarchy for Default Duration of 1 for New OTO Orders

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

Home Medications
Order Entry Console
Orders This Episode
Order Code Setup
Order Group Setup

Scenario 1: OE NX - Order Entry Console (Admission) - Create an order for a one-time-only 'Frequency Code' (no hours of admin) with 'Default Dur of 1 for OTO Orders' = "YX", Extended Attribute = "NX"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “No (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A pharmacy-type order code must have "Yes" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form. (Order Code A)
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.
A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Check the 'No Known Medications' and the 'Medication history reviewed and completed for Episode #1' checkboxes.
Select the 'Admission Reconciliation' tab.
Search for and select "Order Code A" in the 'New Order' field.
Select "One Time Only" in the 'Freq' field.
Validate that "1" is displayed in the 'Duration' field and that [Days] is selected.
Populate all remaining required fields.
Click [Add to Scratchpad] and [Final Review].
Validate an 'Interactions' dialog is displayed.
Override all interactions and click [Final Review].
Select "None" in the 'Output' field and click [Sign].

Scenario 2: OE NX - Orders This Episode - New lab-type order with One Time Only frequency code (no hours of admin) with 'Default Dur of 1 for New OTO Orders' set to "YX"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A lab-type order code must exist that does not have a value selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form. (Order Code A)
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.
A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A".
Select "One Time Only" in the 'Frequency' field
Validate the 'Duration' field contains "1" and that [Days] is selected.
Fill out all required fields and click [Add to Scratchpad] and [Sign]
Validate the 'Order grid' contains an order for "Order Code A".

Scenario 3: OE NX - Order Groups - 'Default Dur of 1 for New OTO Orders' set to "YX"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day’ extended attribute must contain no value in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Dietary", "Dietary-Oral", "Therapy (Not Applicable-Order Type Category)", "Imaging", and "x-ray".
Please log out of the application and log back in after completing the above configuration.
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.
An order group must exist that contains an order code for each of the following order types : "Imaging", "x-ray", "not applicable" (order type category), "dietary", and "dietary oral". All order codes must have a 'Frequency' of "One Time Only". (Order Group A)

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Validate the 'Order Group' dialog is displayed and click [Select All] and [Add to Scratchpad].
Validate that the 'Scratchpad' contains five orders.
Select each order and validate that the 'Frequency' field contains "One Time Only", that the 'Duration' field contains "1" and that [Days] is selected.
Click [Sign] and validate that the five orders are now displayed in the 'Order grid'.

Scenario 4: OE NX - Orders This Episode - New lab-type order with One Time Only frequency code (no hours of admin) with 'Default Dur of 1 for New OTO Orders' set to "NX"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “No (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”.
Two lab-type order codes must exist.
One that has "No" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form. (Lab Code A)
One that has "Yes" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form. (Lab Code B)
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.
A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Lab Code A" in the 'New Order' field.
Select "One Time Only" in the 'Frequency' field
Validate the 'Duration' field contains no data and that [Days] is not selected.
Fill out all required fields and click [Add to Scratchpad] and [Sign]
Validate the 'Order grid' contains an order for "Lab Code A".
Search for and select "Lab Code B" in the 'New Order' field.
Select "One Time Only" in the 'Frequency' field
Validate the 'Duration' field contains "1" and that [Days] is selected.
Fill out all required fields and click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains orders for "Lab Code A" and "Lab Code B".

Scenario 5: OE NX - Orders This Episode - Order Group with 2 lab-type orders codes and One Time Only Frequency codes with 'Default Dur of 1 for New OTO Orders' set to "NX"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”.
Two lab-type order codes must exist.
One that has "No" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form (Lab Code A).
One that has "Yes" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form (Lab Code B).
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.
A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).
An order group must exist which contains "Lab Code A" and "Lab Code B". (Order Group A)

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Select "Lab Code A" and "Lab Code B".
Validate the 'Frequency' field and the 'Duration' field for "Lab Code A" does not contain values.
Validate the 'Frequency' field for "Lab Code B" contains "One Time Only" and the 'Duration' field contains "1" with [Days] selected.
Set the 'Frequency' field for "Lab Code A" to "One Time Only".
Validate the 'Duration' field contains no value.
Set the 'Duration' field to any value and click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "Lab Code A" and "Lab Code B".

Scenario 6: OE NX - Order Group - New lab-type order with One Time Only frequency code with 'Default Dur of 1 for New OTO Orders' set to "Y"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "Y".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day’ extended attribute must be set to “No (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”.
A lab-type order code must exist that has "Yes" selected in the 'Default New One-Time-Only Orders To Duration of 1 Day' field. (Order Code A)
An Order Group must exist that contains "Order Code A" with a 'Frequency' of "One Time Only" and no default duration. (Order Group A)
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode whose program and unit are configured in the 'External Pharmacy Setup' form. (Client A).
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Validate the 'Order Group' dialog is displayed and select "Order Code A".
Validate the 'Duration' field contains "1" and [Days] is selected.
Validate the 'Frequency' field contains "One Time Only".
Click [Add to Scratchpad].
Select the order in the 'Scratchpad'.
Validate the 'Stop Date' contains a date that is one day in the future of the 'Start Date', which is the current date.
Fill out all required fields and click [Update Order] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Validate the ‘Order grid’ contains an order "Order Code A".

Scenario 7: OE NX - Orders This Episode - External Pharmacy Mode - New Pharmacy order with One Time Only frequency code with 'Default Dur of 1 for New OTO Orders' registry setting = "Y", Extended Attribute = "Y"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "Y".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' 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 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.
A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select a pharmacy-type order code in the 'New Order' field.
Select "One Time Only" in the 'Freq' field.
Validate the 'Duration' field contains "1" and [Days] is selected.
Populate all required fields, click [Add to Scratchpad], and [Final Review].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Validate the 'Order grid' contains a new order.

Scenario 8: OE NX - Orders This Episode - External Pharmacy Mode - New Pharmacy order with One Time Only frequency code with 'Default Dur of 1 for New OTO Orders' = "N", Extended Attribute = "Y"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "N".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A pharmacy type order code must have "Yes" selected in the 'Default New One-Time-Only Orders to Duration of 1 Day' field. (Order Code A).
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.
A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Select "One Time Only" in the 'Freq' field.
Validate the 'Duration' field does not contain a value and that [Days] is not selected.
Populate all required fields.
Click [Add to Scratchpad] and [Final Review].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Validate the 'Order grid' contains an order for "Order Code A".

Scenario 9: OE NX - Orders This Episode - External Pharmacy Mode - New Pharmacy order with One Time Only frequency code with 'Default Dur of 1 for New OTO Orders' registry setting = "Y", Extended Attribute = "NX"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "Y".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “No (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
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.
A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select a pharmacy-type order code in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "One Time Only" in the 'Freq' field.
Validate the 'Duration' field contains "1" and that [Days] is selected.
Validate the 'Days Supply' field contains value "1".
Validate the 'Dispense Qty' field contains "1".
Select "Tablet" in the 'Dispense Qty Unit' field.
Click [Add to Scratchpad] and [Final Review].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Validate the 'Order grid' contains a new order.

Scenario 10: OE NX - Orders This Episode - External Pharmacy Mode - New Pharmacy order with One Time Only frequency code with 'Default Dur of 1 for New OTO Orders' registry setting = "YX", Extended Attribute = "N"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' 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 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.
A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select a pharmacy-type order code the 'New Order' field.
Select "One Time Only" in the 'Freq' field.
Validate the 'Duration' field contains no value and that [Days] is not selected.
Populate all required fields and click [Add to Scratchpad] and [Final Review].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Validate the 'Order grid' contains an order.

Scenario 11: OE NX - Orders This Episode - External Pharmacy Mode - New Pharmacy order with One Time Only frequency code with 'Default Dur of 1 for New OTO Orders' registry setting = "NX", Extended Attribute = "Y"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "NX".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A pharmacy type order code must exist that has "Yes" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field. (Order Code A).
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.
A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Select "One Time Only" in the 'Freq' field.
Validate the 'Duration' field contains "1" and that [Days] is selected.
Validate the 'Days Supply' field contains value "1".
Populate all remaining required fields and click [Add to Scratchpad] and [Final Review].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field for the order and click [Sign].
Validate the 'Order grid' contains an order for "Order Code A".

Scenario 12: OE NX - Orders This Episode - External Pharmacy Mode - New Pharmacy order with One Time Only frequency code with 'Default Dur of 1 for New OTO Orders' = "N", Extended Attribute = "YX"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "N".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes (by default), but allow exceptions by Order Code” 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 episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select a pharmacy-type order code in the 'New Order' field.
Select "One Time Only" in the 'Freq' field.
Validate that "1" is not displayed in the 'Duration' field and that [Days] is not selected.
Populate all required fields.
Click [Add to Scratchpad] and [Final Review].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Validate the 'Order grid' contains a new order.

Scenario 13: OE NX - My Favorites - New Pharmacy order - 'Default Dur of 1 for New OTO Orders' set to "Y", Extended Attribute = "N"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "Y".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A pharmacy type order code must exist. (Order Code A).
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.
A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Set the 'Freq' field to "One Time Only".
Validate the 'Duration' field contains "1" and that [Days] is selected.
Validate the 'Days Supply' field and 'Dispense Qty' field each contain a value of "1".
Select "Tablet" in the 'Dispense Qty Unit' field.
Click [My Favorites -Star].
Click [Refresh Orders].
Click 'My Favorites', select "Order Code A", and click [Add to Scratchpad].
Select the order in the 'Scratchpad'.
Validate the 'Dose' field contains "1".
Validate the 'Dose Unit' field contains "Tablet"
Validate the 'Freq' field contains "One Time Only".
Validate the 'Duration' field contains "1" and that [Days] is selected.
Validate the 'Days Supply' field contains value "1".
Validate the 'Dispense Qty' field contains "1".
Select "Tablet" in the 'Dispense Qty Unit' field.
Click [Update Order] and [Final Review].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Validate the 'Order grid' contains an order for "Order Code A".

Topics

• NX • Order Entry Console

AV-98716 Summary | Details

OE NX - Free Text medication in Home Medications

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

Home Medications
Order Entry User Definition

Scenario 1: OE NX - View only access to Home Medications

Specific Setup:

A user must have no value selected in the 'Default Program for Order Entry Console (Home Medications Section)' field and the 'Prevent Entry/Update in the OE Console (Home Medications section)' checkbox checked in the 'Order Entry User Definition' form. (User A)
A user must have a value selected in the 'Default Program for Order Entry Console (Home Medications Section)' field in the 'Order Entry User Definition' form. (User B)
"Client A" 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

Log into the application as "User A".
Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Validate 'No Known Medications' checkbox is disabled.
Validate 'Medication history reviewed and completed for Episode #1' checkbox is disabled.
Validate [Notify Attending Practitioner] is disabled.
Validate the 'Program' field does not exist.
Verify the 'Order Labs', 'External RxHx', 'Prescriber's Queue', and 'PDMP' links do not exist.
Click [Change].
Validate the 'Pharmacy Search' dialog is accessible and click [Close].
Click [Recent Vitals].
Validate the 'Recent Vital Signs' dialog is accessible and click [Close].
Click [View Lab Results].
Validate the 'Lab Results' dialog is accessible and click [Close].
Select any order and validate the [DC], [Reorder], [Modify], [Make RX], [Edit], [Validate], [Reject], [Compliance], [Reprint], [Void] action buttons are not displayed.
Click [View - History].
Validate the 'Home Medication History' dialog is accessible and click [Close].
Click [View - Last Compliance].
Validate the 'Compliance History' dialog is accessible and click [Close].
Verify the 'New Order' section is not displayed.
Verify the 'Scratchpad' is not displayed.
Log out of the application and log back in as "User B".
Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab
Validate the 'Program' field is displayed and contains the program associated with "User B".
Validate the 'Order Labs', 'External RxHx', 'Prescriber's Queue', and 'PDMP' links exist.
Click [Failed Orders].
Validate the 'Failed Orders' dialog is accessible and click [Close].
Click [Validate].
Validate the 'Validate' dialog is accessible and click [Close].

Scenario 2: OE NX - 'Free Text Medication' checkbox in Home Medications

Specific Setup:

"User A" must have the 'Prevent Entry/Update in the OE Console (Home Medications section)' checkbox unchecked in the 'Order Entry User Definition' form.
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Validate the 'No Known Medications' checkbox is not checked.
Check the 'Free Text Medication' checkbox and validate the 'Reported' checkbox is checked.
Populate all required fields and click [Save].
Validate the 'Order grid' contains the new order.

Topics

• Home Medications • Order Entry Console

AV-98952 Summary | Details

Task List - Enhancement

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

Admission
Delete Bed Assignment
Delete Last Movement
Discharge
Leaves
Manage Nursing Caseload
Manage Observer Caseload
Team Definition

Scenario 1: Task List - View by Unit filter - Dynamic refresh

Specific Setup:

Avatar CWS 2024 Update 55 and myAvatar NX Release 2024.07.00 are required in order to utilize full functionality.
At least two units must exist. (Unit A) (Unit B)
Multiple clients must be admitted into both "Unit A" and "Unit B".
Three sessions of myAvatar NX will be opened. (Session A, Session B and Session C)

Steps

Log into myAvatar NX. (Session A)
Access 'Task list'.
Select "By Unit" from the 'View' field.
Select "Unit A" from the 'Unit' field.
Keep 'Session A' opened and log into another session of myAvatar NX. (Session B)
Access 'Task list'.
Select "By Unit" from the 'View' field.
Select "Unit B" from the 'Unit' field.
Keep 'Session B' opened and login to another session of myAvatar NX. (Session C)
Access 'Admission' form.
Create a new client and admit them into any inpatient program and associate them with "Unit A".
Switch back to 'Session A'.
Validate the 'Task List' console automatically gets refreshed and the newly admitted client is displayed.
Switch back to 'Session C'.
Access the 'Delete Last Movement' form and delete the admission movement created for the client above.
Switch back to 'Session A'.
Validate the 'Task List' console automatically gets refreshed and the newly admitted client is removed from the selected unit.
Make note of another client in the unit. (Client B)
Switch back to 'Session C'.
Search for and select "Client B", who was noted in "Unit A".
Access the 'Discharge' form and discharge the client.
Switch back to 'Session A'.
Validate the 'Task List' console automatically gets refreshed and that "Client B", who was discharged is removed from the selected unit.
Make note of another client in the unit. (Client C)
Switch back to 'Session C'.
Search for and select "Client C", who was noted in "Unit A".
Access 'Leaves' form.
Populate all the required fields and click [Submit].
Switch back to 'Session A'.
Validate the 'Task List' console automatically gets refreshed and that "Client C", who is on leave is removed from the selected unit.
Switch back to 'Session C''.
Search for and select "Client C".
Access the 'Return From leaves' form and return them from leave.
Switch back to 'Session A'.
Validate the 'Task List' console automatically gets refreshed and that "Client C", who is returned from leave is added to the selected unit.
Switch back to 'Session C'.
Access 'Bed Assignment' form.
Search for and select "Client C", who was returned from leave.
Assign the client to "Unit B".
Switch back to 'Session A'.
Validate the 'Task List' console automatically gets refreshed and that "Client C" is removed from "Unit A".
Switch to 'Session B'.
Validate the 'Task List' console automatically gets refreshed and that "Client C" appears for "Unit B".
Switch back to 'Session C'.
Access the 'Delete Bed Assignment' form and delete the last bed assignment to "Unit B".
Switch to 'Session B'.
Validate the 'Task List' console automatically gets refreshed and that "Client C" is no longer displayed for "Unit B".
Switch to 'Session A'.
Validate the 'Task List' console automatically gets refreshed and that "Client C" is displayed for "Unit A".

Scenario 2: Task List - View by 'My Caseload' filter - Dynamic refresh

Specific Setup:

Avatar CWS 2024 Update 55 and myAvatar NX Release 2024.07.00 are required in order to utilize full functionality.
Two sessions of myAvatar NX will be opened. (Session A, Session B)
Two users must exist that have associated practitioners. (User A and User B)
At least three clients must be active. (Client A, Client B and Client C)
"Client A", "Client B", and "Client C" are not associated with "User B's" caseload.
At least one unit must have an empty bed.
Must be logged in as "User B".

Steps

Log into myAvatar NX as "User B". (Session A)
Access 'Task List' console.
Validate the 'View' field contains "My Caseload" and that the list of clients matches with the clients in 'My Clients' widget.
Keep 'Session A' opened and log into another session of 'myAvatar NX' application as "User A". (Session B)
Access 'Manage Nursing Caseload' form.
Search for and select "User B" in the 'Select User' field.
Select "Add" in the 'Add or Remove Client From Caseload' field.
Search for and select "Client A" in the 'Client' field.
Click [Update Caseload] and validate the 'Current Caseload' field contains "Client A".
Close the form.
Switch back to 'Session A'.
Validate the 'Task List' console automatically gets refreshed and that "Client A" is added to 'My Caseload' list and the 'My Clients' widget.
Switch back to 'Session B'
Access 'Manage Observer Caseload' form.
Search for and select "User B" in the 'Select User' field.
Select "Add" in the 'Add or Remove Client From Caseload' field.
Search for and select "Client B" in the 'Client' field.
Validate "Caseload" is selected in the 'Use Observer Caseload or Unit Selection' field.
Click [Update Caseload] and validate the 'Current Caseload' field contains "Client B".
Close the form.
Switch back to 'Session A'.
Validate the 'Task List' console automatically gets refreshed and that "Client B" is added to 'My Caseload' and the 'My Clients' widget.
Switch back to 'Session B'.
Access 'Team Definition' form.
Set the 'Team ID' field to any value and the 'Team Description' field to any value.
Select "Yes" in the 'Active' field and click [File].
Validate the 'Confirm' dialog is displayed and contains the message "Filed" and click [OK].
Click [Select Team] and select the new team created in the 'Select Team' dialog and click [OK].
Click [Select Users].
Check the checkbox for "User B" and click [OK].
Select the 'Individual Client Assignment' item and click [Add New Item].
Search for and select "Client C" in the 'Client ID' field.
Check the "Episode 1" checkbox in the 'Episode(s)' field.
Select the 'Team Definition' item and click [File].
Close the form.
Switch back to 'Session A'.
Validate the 'Task List' console automatically gets refreshed and that "Client C" is added to 'My Caseload' and the 'My Clients' widget.
Switch back to 'Session B'.
Access 'Team Definition' form
Click [Select Team] and select the team created above in the 'Select Team' dialog and click [OK].
Select the 'Individual Client Assignment' item, select the first row, and click [Delete Selected Item].
Validate the message contains "Are you sure?" and click [Yes].
Select the 'Team Definition' item and click [File].
Validate a "Filed" message is displayed and click [OK].
Close the form.
Switch back to 'Session A'.
Validate the 'Task List' console automatically gets refreshed and that "Client C" is removed from 'My Caseload' and the 'My Clients' widget.
Switch back to 'Session B'.
Access 'Admission' form.
Create a client and associate them with the staff member associated with "User B".
Switch back to 'Session A'.
Validate the 'Task List' console automatically get refreshed and the newly admitted client is added to 'My Caseload' and the 'My Clients' widget.
Switch back to 'Session B'.
Access 'Discharge' form and discharge the episode for the client created above.
Switch back to 'Session A'.
Validate the 'Task List' console automatically gets refreshed and that the discharged client is removed from 'My Caseload' and the 'My Clients' widget.

Topics

• Task List

AV-99029 Summary | Details

Avatar NX - 'Text Editor' Copy/Paste functionality

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

Specific Setup:

A client must be enrolled in an existing episode (Client A).
'Progress Notes (Group and Individual)' must have document routing enabled.
A 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 practitioner must be associated with the logged-in user (Practitioner A).
Must have text copied that can be pasted in a text field (Text A).

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select "Independent Note" in the 'Progress Note For' field.
Validate the 'Service Duration' field is disabled.
Select the desired value in the 'Note Type' field.
Validate the 'Notes Field' is displayed.
Paste "Text A" in the 'Notes Field'.
Validate the text displays as expected.
Clear the value in the 'Notes Field'.
Click the [Text Editor].
Paste "Text A" in the 'Text Editor'.
Validate the text displays as expected.
Click [Save].
Validate the text displays as expected in the 'Notes Field'.
Enter any value in the 'Recommended Decision Aids' field.
Validate the 'Service Duration' field is disabled.
Populate any other required or desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Confirm Document' dialog is displayed.
Click [Accept].
Enter the password associated with the logged-in user and click [Verify].
Validate a 'Progress Notes' dialog stating: "Note Filed. Do you want to return to the Progress Notes form?" and click [No].

2. Select "Client A" and navigate to the 'All Documents' view.

Select 'All Forms'.
Select "Progress Notes (Group and Individual)" from the 'Form Description' field.
Validate that the note from the previous steps is present and select it.
Validate the progress note displays as expected in the 'Console Widget Viewer'.
Click [Close All].

Topics

• Progress Notes

AV-99072 Summary | Details

eMAR NX - Due

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

eMAR
Orders This Episode

Scenario 1: eMAR NX - Overdue / Unscheduled Medication

Specific Setup:

A frequency code must exist that has administration times at "09:00 AM" and "09:00 PM". (Twice 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.
"Client A" must have two active pharmacy-type orders:
One with a 'Dose' and 'Dose Unit' of "2 Tablet", that has a 'Frequency' of "Twice A Day" that started yesterday at "12:00 PM". (Order A)
One with a 'Dose' and 'Dose Unit' of "1 Tablet", that has a 'Frequency' of "PRN" and a 'Start Date' of the current date. (Order B)

Steps

Select "Client A" and access 'eMAR NX'.
Click [Scan Patient], select any reason, and click [Save].
Validate "Order A" is displayed with "2 Tablet [Due]" in the 'Overdue/Unscheduled' column.
Validate [Due] has a red background.
Click [Due] and validate that there are two missed dose options.
Select the missed dose from the morning of the current date at "09:00 AM" and click [Select].
Click [Administer], [Acknowledge], and [Educate].
Populate all required fields, override any alerts, and click [Save].
Validate the 'Overdue/Unscheduled' column displays "2 Tablet [Due]", where [Due] has a red background.

Topics

• eMAR NX

AV-99155 Summary | Details

Open Batch widget

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

Authorization Listing
Batch Creation
Batch Creation - Assign ID
Claim Processing (CMS 1500)
Client Ledger
Close Batch

Scenario 1: Validate the 'Open Batches' widget - Edit/Close link

Specific Setup:

The 'Open Batches' widget must be assigned to user's view.
Admission;
A Client (Member) is admitted or an existing Client (Member) is identified. Client ID, admission program, and program type are noted.
Financial Eligibility: Client (Member) is assigned a guarantor.- Policy Number is noted.
Member Specific Information: Add funding source - Guarantor assigned in financial eligibility to the Member and Contract Policy Number same Policy Number noted above.
CPT Code Definition :
CPT Code is identified based on the type of Client (Member).
Funding Source Registration:
Register the Funding Source identified above.
Plan Definition:
A plan must be defined for the above funding source.
Applying Contracting Provider
Apply for a new Provider or use an existing Provider information.
Contracting Provider Registration:
The above Provider is registered or edit an existing Provider information.
Provider Fee Definition:

A fee definition is added to the above Provider.

Admission;
A Client (Member) is admitted or an existing Client (Member) is identified. Type, client ID, admission program is noted.
Financial Eligibility: Client (Member) is assigned a guarantor.- Policy Number is noted.
Member Specific Information: Add funding source - Guarantor assigned in financial eligibility to the Member and Contract Policy Number same Policy Number noted above.
Service Authorization:
Set Provider for Authorization.
Prevent Approved Services From Pushing to Parent System'- select any desired value.
Select any desired value in 'Group/Individual' Authorizations.
Select desired 'Procedure Code Type' for Authorization.
'Units Authorized' - any desired value.
'Care Manager Assigned' - any desired value.

Steps

Open "Batch Creation" form.
Enter the desired 'Batch Name' in 'Select Batch'.
Click [New Batch].
Validate message: 'Auto Assign ID'.
Click [Yes].
Select or verify the 'Funding Source' value.
Enter desired date in 'Date Claims Received*'.
Enter desired value in 'Batch Name/Description'.
Enter desired value in 'Total Entries'.
Enter desired value in 'Total Charges'.
Click [Submit].
Open "Claim Processing (CMS 1500)" form.
Enter the 'Batch' created above.
Enter desired 'Member Name Or ID'.
Enter desired 'Provider'.
Click [Service Detail].
Click [Add New Item] in 'Claim Service Detail History'.
Select desired value from 'Type of Service'.
Enter desired date in 'Date of Service'.
Enter desired 'Procedure Code'.
Enter desired value in 'Service Units'.
Enter desired value in 'Total Charges'.
Click [Display Valid Authorizations].
Select desired item.
Click [OK].
Verify that 'Approved' is selected in 'Claim Status'.
Click [Submit].
Click [Yes] on the 'Pre-Display' dialog.
Repeat Steps,14-27 to create another service.
Click [No] on the 'Pre-Display' dialog.
Navigate to "Open Batches" widget.
Validate the 'Batch' created above exists.
Click [Edit].
Verify "Batch Creation" form opens.
Change the date in 'Date Claims Received date'.
Click [Submit].
Navigate to "Open Batches" widget.
Validate the 'Batch' created above exists.
Click [Close].
Verify "Close Batch" form opens.
Click [Yes] in 'Close Batch'.
Validate the dialog contains: 'Once a batch is closed, it cannot be re-opened'.
Click [OK].
Verify the date in 'Date Claims Received'.
Verify 'Batch Name/Description'.
Click [Submit].
Open "Client Ledger" form.
Enter the 'Client ID'.
Click desired value in 'Claim/Episode/All Episodes'.
Click [Simple] in 'Ledger Type'.
Click [Process].
Validate that report contains correct data.
Click [X].
Validate form return.
Click [No].

Scenario 2: 'Contracting Provider Registration' - Form Verification

Steps

Open "Applying Contracting Provider" form.
Set 'Select Provider' to desired value.
Click [New Provider].
Enter desired date in 'Application Date'.
Click desired value in 'Type Of Contracting Provider'.
Enter desired value in 'Name'.
Enter desired value in 'Start Date To Use ICD-10 Format For Billing'.
Enter desired value in 'Contact At Facility'.
Select desired value from the 'Type Of Contact'.
Enter desired value in 'Email Address'.
Enter desired value in 'Office Telephone'.
Enter desired value in 'Office Telephone (2).'
Enter desired value in 'Office Fax #'.
Enter desired value in 'Office Address - Street 1'.
Enter desired value in 'Office Address - Street 2'.
Enter desired value in 'Office Address Zip Code'.
Validate the 'Office Address - City' contains a value.
Click [Submit].
Open "Performing Provider Registration" form.
Set 'Select Performing Provider' to desired value.
Click [New Performing Provider].
Validate the 'No - Inactive Performing Provider Registration?' label is pressed.
Enter desired value in 'Registration Start Date'.
Enter desired value in 'Name'.
Enter desired value 'Performing Provider’s Birthdate'.
Enter desired value 'Performing Provider’s Social Security Number'.
Enter desired value 'Performing Provider’s E-mail Address'.
Click desired value in 'Performing Provider's Gender'.
Select desired values in 'Performing Provider’s License'
Select desired values in 'Ethnic Origin'.
Click desired values in 'Performing Provider's Race'
Click desired values in 'Performing Provider’s Age Group'.
Click desired values in 'Other Languages and Specialties' and 'Counties Served'.
Enter desired values in 'Performing Provider’s Address Street 1'.
Enter desired values in 'Performing Provider’s Address Street 2'.
Enter desired values in 'Performing Provider’s Address Zip Code'.
Validate 'Performing Provider’s Address City' contains a value.
Click desired value in 'Does Performing Provider Have Accessibility For Handicapped Persons'.
Enter desired values in 'Medicaid Provider #'.
Enter desired values in 'Performing Provider’s State Reporting # 1'.
Select desired value in 'Provider ID Qualifier' and 'Provider ID'.
Enter desired values in 'DEA License #' and 'Degree/Year Graduated'.
Enter desired values in 'Residency Institution Name' and 'Residency Institution Address'.
Enter desired values in 'From And To Month/Year Of Residency MM/YY-MM/YY'
Click desired value in 'Have Copies Of Curriculum Vitae Been Received'.
Enter desired values in 'Board Certified' and 'Credential Board Approval Date'.
Click desired values in 'Board Eligible and 'Received Copies Of Board Certification Etc… (Psych. Only)'.
Click desired values in 'Are You Available For Evaluations On An Immediate Basis' and 'Are You Available For Evaluations Within 48 Hours'.
Click desired values in 'Have You Ever Had A Problem With Hospital Membership Or Privileges' and 'Have You Ever Been Convicted Of A Felony'.
Enter desired values in 'Effective Start Date to'.
Enter desired values in 'Performing Provider’s Cellular Telephone' and 'Performing Provider’s Office Telephone (1)'.
Enter desired values in 'Performing Provider’s Office Telephone (2)' and 'Performing Provider’s Fax' to desired values.
Enter desired values in 'Secondary Provider Identification Number'
Select 'Create New' from the 'Primary License Type Effective Dates'.
Enter desired values in 'Effective Start Date' and 'Primary License Type for Claims'.
Click [File Primary License Type Effective Date].
Click [Submit]
Validate message pre-display.
Click [No].
Open "Contracting Provider Registration" form.
Enter desired values in 'Registration Date'.
Click desired value in 'In Network/Out Of Network' and select desired value in 'Eligible Funding Source'.
Click desired value in 'Use Eligible Funding Source to Determine Funding Source for 837 Processing'.
Enter desired values in 'Federal Tax ID# 'and 'Submitter Identifier'.
Validate the 'Primary Mailing Address - Street 1.'
Validate the 'Primary Mailing Address - Street 2.'
Validate the 'Primary Mailing Address - Zip Code'.
Click [Submit].
Validate message pre-display.
Click [Yes].
Validate 'Selected Provider' contains the 'Contracting Provider Name and ID'.
Select a field and click [Edit].
Edit one field.
Click [Submit]
Click [Yes].
Validate 'Selected Provider' contains the 'Contracting Provider Name and ID'.
Click [Cancel].

Topics

• Contracting Provider • Widgets

AV-99217 Summary | Details

eMAR NX - Medication List

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

eMAR
Orders This Episode

Scenario 1: eMAR NX - Verify Medication List by "Educate Order", "Acknowledge Order", "Administration Event"

Specific Setup:

Three pharmacy-type order codes must exist (Order Code A), (Order Code B), (Order Code C)
A client must have an active inpatient episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order A" in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad].
Search for and select "Order B" in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad].
Search for and select "Order C" in the 'New Order' field.
Populate all required fields and click [Add to Scratchpad] [Sign].
If an 'Interactions' dialog is present, populate all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains the three orders.
Access 'eMAR NX'.
Click [Scan Patient], select any reason, and click [Save].
Validate the three orders are displayed.
Click the 'Ellipsis' in the 'Order Details' and select 'Acknowledge' for "Order A"
Click [Acknowledge].
Click [Due/Dose] for "Order A".
Validate a message is displayed stating: "Warning! The following issues require addressing: To continue with this administration, please enter a reason in the box below".
Populate the warning and click [OK].
Validate the 'Medication list' is displayed and alert "Acknowledgement/Education is required" is displayed on the top.
Click [Educate] and validate the 'Medication Administration' dialog is opened.
Close the dialog and the 'Medication list' is still displayed.
Click the [X] next to the medication selected and validate the 'Medication list' is closed.
Click on the ellipsis in 'Order Information' and select 'Educate' for "Order B".
Click [Due/Dose] for "Order B".
Validate a message is displayed stating: "Warning! The following issues require addressing: To continue with this administration, please enter a reason in the box below".
Populate the warning and click [OK].
Validate the 'Medication list' is displayed and alert "Acknowledgement/Education is required" is displayed on the top.
Click [Administer] and [Acknowledge].
Validate the 'Medication Administration' dialog is opened.
Close the dialog and the 'Medication list' is still displayed.
Click the [X] next to the medication selected and validate the 'Medication list' is closed.
Click [Due/Dose] for "Order C".
Validate a message is displayed stating: "Warning! The following issues require addressing: To continue with this administration, please enter a reason in the box below".
Populate the warning and click [OK].
Validate the 'Medication list' is displayed and alert "Acknowledgement/Education is required" is displayed on the top.
Click [Administer] [Acknowledge] and [Educate].
Validate the 'Medication Administration' dialog is opened.
Close the dialog and validate the 'Medication list' is still displayed.
Click the [X] next to the medication selected and validate the 'Medication list' is closed.

Topics

• eMAR NX

AV-99270 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

Login to the 'myAvatar NX' application. (Session A)
Access the 'Nursing Caseload Assignment' form.
Validate the 'Current Caseload' grid contains the patients assigned to the currently logged in user.
Select "Unit A" from the 'Select Clients From Unit' field.
Validate the 'Select Clients To Include In Current Caseload' grid contains the patients who are admitted into "Unit A".
Select "Unit B" from the 'Select Clients From Unit' field.
Validate the 'Select Clients To Include In Current Caseload' grid contains the patients who are admitted into "Unit B".
Click [Discard] and validate the 'Confirm Close' dialog is displayed and click [Yes].
Access 'Task List'.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
Validate that after all data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
Validate the 'View' field contains "My Caseload".
Search for and select any patient from 'Search Patients' field.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the patient data loads.
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.
Select "By Unit" from the 'View:' field.
Validate the grid is cleared, [Refresh Tasks] is disabled, and the 'Unit' field is enabled.
Select "Unit A" from the 'Unit:' field.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
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.
Search for and select any another patient from 'Search Patients' field.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the patient data loads.
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.
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.
Validate that after all data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
Validate the 'View' field contains "My Caseload".
Validate the patients shown in the grid match the patients from the 'Current Caseload' grid in the 'Nursing Caseload Assignment' form.
Select "24 Hours" from the 'Tasks Due:' field.
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.
Select "By Unit" from the 'View:' field.
Validate the grid is cleared, [Refresh Tasks] is disabled, and the 'Unit' field is enabled.
Select "Unit A" from the 'Unit:' field.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
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.
Validate the 'Tasks Due:' field contains "All Tasks".
Validate the grid contains only patients who are admitted into the "Unit A".
Select "Due Now" from the 'Tasks' field.
Validate that only patients in "Unit A", with tasks that are currently due or overdue, are shown in the grid.
Select "Unit B" from the 'Unit:' field.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads.
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.
Validate the 'Tasks Due:' field contains "All Tasks".
Validate the grid contains only those patients who are admitted into "Unit B".
Keep 'Session A' opened and Login to the 'Avatar NX' application again. (Session B)
Access 'Task List'.
Validate the 'View' field contains "My Caseload".
Validate the patients shown in the grid match the patients from the 'Current Caseload' grid in the 'Nursing Caseload Assignment' form.
Select "By Unit" from the 'View:' field.
Validate the grid data is cleared, [Refresh Tasks] is disabled and 'Unit' field is enabled.
Select "Unit A" from the 'Unit' field.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients fields are all disabled while the grid loads.
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.
Validate the 'Task Due' field contains "All Tasks".
Validate the grid contains only those patients who are admitted into "Unit A".
Click on the task hyperlink present under the current hour for "Client A" and validate the 'Task' dialog is displayed.
Click [Complete] and validate the 'COMPLETE TASK' dialog is displayed and click [Save].
Validate the task is removed from the 'Current Hour' column.
Switch back to "Session A" from "Session B".
Validate the 'Unit' field contains "Unit B".
Validate "Client A" is not showing in the grid for "Unit B".
Select "My Caseload" from the 'View' field.
Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', and 'Refresh Tasks' fields are all disabled while the grid loads.
Validate that after all data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled.
Validate the 'Task Due' field contains "All Tasks".
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-99338 Summary | Details

Task List - Client Card

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 List
Dictionary Update (CWS)
Nutrition Orders

Scenario 1: Task List - Generate Task upon Admission through Standing Task Configuration

Specific Setup:

The 'Avatar CWS->Task List->->->->Number of Hours to Display Overdue Tasks for' registry setting must be set to "48".
Please log out of the application and log back in after completing the above configuration.
A program or unit must exist. (Program A)

Steps

Access the 'Task Definitions' form.
Select "Add" from the 'Add/Edit Task Definition' field.
Set the 'New Task Code' field to "Standing" and press Tab.
Set the 'Task Title' field to "Standing Task Example" and click [Submit].
Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
Select "Add" from the 'Add/Edit Task Definition' field.
Set the 'New Task Code' field to "Standing2" and press Tab.
Set the 'Task Title' field to "Standing Task Example 2" and click [Submit].
Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
Access the 'Standing Task Configuration' form.
Select "Program A" from the 'Program' field.
Select "Add" from the 'Add/Edit/Remove Task' field.
Select "Task Definition" from the 'Task Type' field.
Search for and select "Standing Task Example (Standing)" from the 'Task Group/Definition' field.
Search for and select "One Time Only" from the 'Frequency' field.
Click [Update Program].
Select "Add" from the 'Add/Edit/Remove Task' field.
Select "Task Definition" from the 'Task Type' field.
Search for and select "Standing Task Example 2 (Standing2)" from the 'Task Group/Definition' field.
Search for and select "As Needed" from the 'Frequency' field.
Click [Update Program] and [Submit].
Validate a message is displayed that states: "Standing Task Configuration has completed. Do you wish to return to form?" and click [No].
Access the 'Admission' form.
Enter a value in the 'First Name' and 'Last Name' fields.
Select a value in the 'Sex' field.
Enter a value in the 'Social Security Number' field and the 'Date of Birth' field.
Click [Search] and [New Client].
Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes].
Set the 'Preadmit/Admission Date' field to "T-3".
Select "Program A" from the 'Program' field.
Complete all other required fields and click [Submit].
Access the 'Task List' widget.
Search for and select the new client from the 'Search Patients' field.
Validate the Client card cell contains "Age", "Sex" and "DOB" values.
Validate that one "Standing Task Example" task, is created in the 'Unscheduled' field.
Hover over the "Standing Task Example" and validate the 'Task' dialog is displayed and that it contains the client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click on the "Standing Task Example".
Validate the Task dialog is displayed and contains the client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click on the 'Complete' link.
Validate the 'Complete Task' dialog is displayed and contains the client information such as "Client", "Age", "DOB", "ID" and "LOC" values.
Click [Cancel].
Click on the "Standing Task Example" link and validate the 'Task' dialog is displayed.
Click on the 'Mark as Attempted' link.
Validate the 'Mark Task As Attempted' dialog is displayed and contains the client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click [Cancel], click on the "Standing Task Example" link, and validate the 'Task' dialog is displayed.
Click on the 'Dismiss' link.
Validate the 'Dismiss Task' dialog is displayed and contains the client information such as "Client", "Age", "DOB", "ID" and "LOC" values and click [Cancel].
Validate that one "Standing Task Example 2" task, is created in PRN Tasks.
Hover over on the '(1) PRN Tasks' link and validate the PRN Tasks dialog is displayed.
Validate the PRN Tasks dialog contains "Standing Task Example 2" task and client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click on the '(1) PRN Tasks' link and validate the 'PRN Tasks' dialog is displayed.
Click on the 'Complete' link and validate the 'Complete Task' dialog is displayed.
Validate the 'Complete Task' dialog contains the client information such as "Client", "Age", "DOB", "ID" and "LOC" values.
Click [Cancel] and click on the "(1) PRN Tasks" link and validate the 'PRN Task' dialog is displayed.
Click on the 'Mark as Attempted' link.
Validate the 'Mark Task As Attempted' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC" and click [Cancel].

Scenario 2: Task List - PRN Task - Administration - Primary Name Med

Specific Setup:

A Primary Name (Medication) must be known. (Primary Name A)
An order code for "Primary Name A" must exist. (Order Code A)
An NDC for "Order Code A" must be noted.
A PRN priority frequency code 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

Access the 'Task Definitions' form.
Select "Add" from the 'Add/Edit Task Definition' field.
Set the 'New Task Code' field to "PRNAPM".
Set the 'Task Title' field to "PRN Task - Administration - Primary Med".
Select "No" in the 'Override Originating Task Details' field and click [Submit].
Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
Access the 'Task Associations' form.
Select "Task Definition" from the 'Task Type' field.
Search for and select "PRN Task - Administration - Primary Med (PRNAPM)" from the 'Task Group/Definition' field.
Select "Add" from the 'Add/Edit/Delete Association' field.
Select "Administration" from the 'Order Event' field.
Select "Primary Name A" from the 'Primary Name (Medication)' field.
Set the 'Offset' field to "15".
Select "Minutes" in the 'Offset Units' field.
Select "Frequency Code A" from the 'Frequency' field.
Set the 'Duration' field to "1".
Select "Calendar Days" in the 'Duration Units' field.
Click [Update Associations] and [Submit].
Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" from the 'New Order' field.
Select "Frequency Code A" from the 'Freq' field.
Populate all the required fields.
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A".
Access the 'Task List' widget.
Search for and select "Client A" from the 'Search Patients' field.
Hover over on the '(#) PRN Meds' field.
Validate the 'PRN Meds' dialog is displayed and contains that one is showing for "Order Code A" along with the client information such as "Client", "Age", "DOB", "ID" and "LOC".
Hover over on the '(#) PRN Tasks' field to see all current PRN tasks and validate no task for "PRN Task - Administration - Primary Med" is shown.
Click on the '(#) PRN Meds' link.
Validate the 'PRN Meds' dialog is displayed and contains the client information such as "Client", "Age", "DOB", "ID" and "LOC" and click [Close].
Access 'eMAR NX'.
Validate that an order for "Order Code A" is displayed with no hours of administration under the current date.
Validate there is a [Dose] in the 'Overdue/Unscheduled' column.
Click [Scan Client] and complete the 'Wristband Scan Override'.
Perform 'Order Acknowledgement' and 'Medication Education' for the order.
Administer the order with a successful administration event.
Validate the current date time column contains the amount of dose given and the administration time.
Access the 'Task List' widget.
Search for and select "Client A" from the 'Search Patients' field.
Click on the '(#) PRN Tasks' link.
Validate the 'PRN Task' dialog is displayed and contains the client information such as "Client", "Age", "DOB", "ID" and "LOC" and click [Close].
Validate the PRN Task dialog contains the task for "PRN Task - Administration - Primary Med" is available in next 15 minutes.

Scenario 3: Task List - Lab - Scheduled Routine with Reschedule

Specific Setup:

The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry setting must be set to "N".
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

Select "Client A" and access the Order Entry Console.
Search for and select any lab-type order code in the 'New Order' field.
Select "Twice a Day" from the 'Freq' field.
Set the 'Duration' field to "2" and click [Days].
Populate all required fields and click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains a lab order.
Access the 'Task List' widget.
Search for and select "Client A" from the 'Search Patients' field.
Validate the 'Unscheduled' column contains "Lab Order Acknowledgement" and "Lab Order Education".
Click the "Lab Order Acknowledgment" link.
Validate the 'Order Acknowledgement' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click [Acknowledge] and validate the 'Order Acknowledgement' dialog does not exist.
Click the "Lab Order Education" link.
Validate the 'Education' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click [Educate] and validate the 'Education' dialog does not exist.
Click on the "Lab Collection" link present under scheduled date time column.
Validate the 'Collect Specimens' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Check the checkbox for the order and click the reschedule 'Edit' icon.
Validate the 'Reschedule Specimen Collection Event' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click [Now] and select "Other Reason" from the 'Reason for Reschedule' field.
Set the 'Comment' field to "Test" and click [Save].
Click [Refresh Tasks] and validate the current date and time column contains "Lab Collection".
Click the "Lab Collection" link and validate the 'Collect Specimens' dialog is displayed.
Validate the 'Collect Specimens' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Check the checkbox for the order and click [Collect].
Validate the 'Specimen Collection' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Select any value from the 'Collection Event' and 'Specimen Site' fields.
Click [Sign] and validate the current date and time column does not contain "Lab Collection".
Click [Ellipsis] and select the 'View Task History' and validate the 'Task History' dialog is displayed.
Validate the 'Task History' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click on the task edit icon and validate 'Edit Specimen Collection' dialog is displayed.
Validate the 'Edit Specimen Collection' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click [Cancel].

Scenario 4: 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

Search for and select "Client A" and access the Order Entry Console.
Search for and select any dietary-type order code in the 'New Order' field.
Select "Daily-12:00 PM" from the 'Frequency' field.
Set the 'Start Date' field to a date that is two days in the past.
Set the 'Start Time' field to "0000".
Set the 'Duration' field to "4" and click [Days].
Populate all required fields and click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains the dietary order.
Access 'Task List'.
Search for and select "Client A" from the 'Search Patients' field.
Validate the Client card contains "Age", "Sex" and "DOB" values.
Validate the 'Overdue' column contains "(2) Dietary Admin".
Hover over the "(2) Dietary Admin" link and validate the 'Dietary Task' dialog is displayed.
Validate the 'Dietary Task' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click on the "(2) Dietary Admin" link and validate the 'Nutrition Orders' dialog is displayed.
Validate the 'Nutrition Orders' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Check the 'Select all orders' checkbox and select the last date and time.
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].
Validate the 'Education' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC" and click [Educate].
Validate the 'Dietary Administration' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Select "Event A" in the 'Administration Event' field and set the 'Comment' field to any value.
Click [Address Alerts] and validate the 'Dietary Administration Warning' dialog is displayed.
Override all the warnings and click [Save Overrides(s)], [Close] and [Sign].
Validate the 'Overdue' column contains the "(2) Dietary Admin" link with an 'additional attempts' icon before it.
Click on the "(2) Dietary Admin" link and validate the 'Nutrition Orders' dialog is displayed.
Validate order information area contains the additional 'attempts' icon.
Check the 'Select all orders' checkbox and select the radio button which has an 'additional attempts' icon and click [Administer].
Validate the 'Dietary Administration' dialog is displayed.
Select "Nurse Administered" from the 'Administration Event' field.
Click [Address Alerts] and validate the 'Dietary Administration Warning' dialog is displayed.
Override all the warnings and click [Save Overrides(s)], [Close] and [Sign].
Validate the 'Overdue' column contains "Dietary Admin" without an 'additional attempt' icon.
Click on the "Dietary Admin" link and validate the 'Nutrition Orders' dialog is displayed.
Check the 'Select all orders' checkbox and click the edit icon present next to the date and time.
Validate the 'Reschedule Administration Event' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID", and "LOC".
Click [Cancel].
Click the ellipsis in the Client card and select the 'View Task History'.
Validate the 'Task History' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click on the task edit icon next to the recently administered order.
Validate the 'Edit Dietary Administration' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click [Cancel].

Topics

• Task List

AV-99339 Summary | Details

Task List - Client Information

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 List
Dictionary Update (CWS)
Nutrition Orders

Scenario 1: Task List - Generate Task upon Admission through Standing Task Configuration

Specific Setup:

The 'Avatar CWS->Task List->->->->Number of Hours to Display Overdue Tasks for' registry setting must be set to "48".
Please log out of the application and log back in after completing the above configuration.
A program or unit must exist. (Program A)

Steps

Access the 'Task Definitions' form.
Select "Add" from the 'Add/Edit Task Definition' field.
Set the 'New Task Code' field to "Standing" and press Tab.
Set the 'Task Title' field to "Standing Task Example" and click [Submit].
Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [Yes].
Select "Add" from the 'Add/Edit Task Definition' field.
Set the 'New Task Code' field to "Standing2" and press Tab.
Set the 'Task Title' field to "Standing Task Example 2" and click [Submit].
Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
Access the 'Standing Task Configuration' form.
Select "Program A" from the 'Program' field.
Select "Add" from the 'Add/Edit/Remove Task' field.
Select "Task Definition" from the 'Task Type' field.
Search for and select "Standing Task Example (Standing)" from the 'Task Group/Definition' field.
Search for and select "One Time Only" from the 'Frequency' field.
Click [Update Program].
Select "Add" from the 'Add/Edit/Remove Task' field.
Select "Task Definition" from the 'Task Type' field.
Search for and select "Standing Task Example 2 (Standing2)" from the 'Task Group/Definition' field.
Search for and select "As Needed" from the 'Frequency' field.
Click [Update Program] and [Submit].
Validate a message is displayed that states: "Standing Task Configuration has completed. Do you wish to return to form?" and click [No].
Access the 'Admission' form.
Enter a value in the 'First Name' and 'Last Name' fields.
Select a value in the 'Sex' field.
Enter a value in the 'Social Security Number' field and the 'Date of Birth' field.
Click [Search] and [New Client].
Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes].
Set the 'Preadmit/Admission Date' field to "T-3".
Select "Program A" from the 'Program' field.
Complete all other required fields and click [Submit].
Access the 'Task List' widget.
Search for and select the new client from the 'Search Patients' field.
Validate the Client card cell contains "Age", "Sex" and "DOB" values.
Validate that one "Standing Task Example" task, is created in the 'Unscheduled' field.
Hover over the "Standing Task Example" and validate the 'Task' dialog is displayed and that it contains the client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click on the "Standing Task Example".
Validate the Task dialog is displayed and contains the client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click on the 'Complete' link.
Validate the 'Complete Task' dialog is displayed and contains the client information such as "Client", "Age", "DOB", "ID" and "LOC" values.
Click [Cancel].
Click on the "Standing Task Example" link and validate the 'Task' dialog is displayed.
Click on the 'Mark as Attempted' link.
Validate the 'Mark Task As Attempted' dialog is displayed and contains the client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click [Cancel], click on the "Standing Task Example" link, and validate the 'Task' dialog is displayed.
Click on the 'Dismiss' link.
Validate the 'Dismiss Task' dialog is displayed and contains the client information such as "Client", "Age", "DOB", "ID" and "LOC" values and click [Cancel].
Validate that one "Standing Task Example 2" task, is created in PRN Tasks.
Hover over on the '(1) PRN Tasks' link and validate the PRN Tasks dialog is displayed.
Validate the PRN Tasks dialog contains "Standing Task Example 2" task and client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click on the '(1) PRN Tasks' link and validate the 'PRN Tasks' dialog is displayed.
Click on the 'Complete' link and validate the 'Complete Task' dialog is displayed.
Validate the 'Complete Task' dialog contains the client information such as "Client", "Age", "DOB", "ID" and "LOC" values.
Click [Cancel] and click on the "(1) PRN Tasks" link and validate the 'PRN Task' dialog is displayed.
Click on the 'Mark as Attempted' link.
Validate the 'Mark Task As Attempted' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC" and click [Cancel].

Scenario 2: Task List - PRN Task - Administration - Primary Name Med

Specific Setup:

A Primary Name (Medication) must be known. (Primary Name A)
An order code for "Primary Name A" must exist. (Order Code A)
An NDC for "Order Code A" must be noted.
A PRN priority frequency code 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

Access the 'Task Definitions' form.
Select "Add" from the 'Add/Edit Task Definition' field.
Set the 'New Task Code' field to "PRNAPM".
Set the 'Task Title' field to "PRN Task - Administration - Primary Med".
Select "No" in the 'Override Originating Task Details' field and click [Submit].
Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
Access the 'Task Associations' form.
Select "Task Definition" from the 'Task Type' field.
Search for and select "PRN Task - Administration - Primary Med (PRNAPM)" from the 'Task Group/Definition' field.
Select "Add" from the 'Add/Edit/Delete Association' field.
Select "Administration" from the 'Order Event' field.
Select "Primary Name A" from the 'Primary Name (Medication)' field.
Set the 'Offset' field to "15".
Select "Minutes" in the 'Offset Units' field.
Select "Frequency Code A" from the 'Frequency' field.
Set the 'Duration' field to "1".
Select "Calendar Days" in the 'Duration Units' field.
Click [Update Associations] and [Submit].
Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" from the 'New Order' field.
Select "Frequency Code A" from the 'Freq' field.
Populate all the required fields.
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "Order Code A".
Access the 'Task List' widget.
Search for and select "Client A" from the 'Search Patients' field.
Hover over on the '(#) PRN Meds' field.
Validate the 'PRN Meds' dialog is displayed and contains that one is showing for "Order Code A" along with the client information such as "Client", "Age", "DOB", "ID" and "LOC".
Hover over on the '(#) PRN Tasks' field to see all current PRN tasks and validate no task for "PRN Task - Administration - Primary Med" is shown.
Click on the '(#) PRN Meds' link.
Validate the 'PRN Meds' dialog is displayed and contains the client information such as "Client", "Age", "DOB", "ID" and "LOC" and click [Close].
Access 'eMAR NX'.
Validate that an order for "Order Code A" is displayed with no hours of administration under the current date.
Validate there is a [Dose] in the 'Overdue/Unscheduled' column.
Click [Scan Client] and complete the 'Wristband Scan Override'.
Perform 'Order Acknowledgement' and 'Medication Education' for the order.
Administer the order with a successful administration event.
Validate the current date time column contains the amount of dose given and the administration time.
Access the 'Task List' widget.
Search for and select "Client A" from the 'Search Patients' field.
Click on the '(#) PRN Tasks' link.
Validate the 'PRN Task' dialog is displayed and contains the client information such as "Client", "Age", "DOB", "ID" and "LOC" and click [Close].
Validate the PRN Task dialog contains the task for "PRN Task - Administration - Primary Med" is available in next 15 minutes.

Scenario 3: Task List - Lab - Scheduled Routine with Reschedule

Specific Setup:

The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry setting must be set to "N".
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

Select "Client A" and access the Order Entry Console.
Search for and select any lab-type order code in the 'New Order' field.
Select "Twice a Day" from the 'Freq' field.
Set the 'Duration' field to "2" and click [Days].
Populate all required fields and click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains a lab order.
Access the 'Task List' widget.
Search for and select "Client A" from the 'Search Patients' field.
Validate the 'Unscheduled' column contains "Lab Order Acknowledgement" and "Lab Order Education".
Click the "Lab Order Acknowledgment" link.
Validate the 'Order Acknowledgement' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click [Acknowledge] and validate the 'Order Acknowledgement' dialog does not exist.
Click the "Lab Order Education" link.
Validate the 'Education' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click [Educate] and validate the 'Education' dialog does not exist.
Click on the "Lab Collection" link present under scheduled date time column.
Validate the 'Collect Specimens' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Check the checkbox for the order and click the reschedule 'Edit' icon.
Validate the 'Reschedule Specimen Collection Event' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click [Now] and select "Other Reason" from the 'Reason for Reschedule' field.
Set the 'Comment' field to "Test" and click [Save].
Click [Refresh Tasks] and validate the current date and time column contains "Lab Collection".
Click the "Lab Collection" link and validate the 'Collect Specimens' dialog is displayed.
Validate the 'Collect Specimens' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Check the checkbox for the order and click [Collect].
Validate the 'Specimen Collection' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Select any value from the 'Collection Event' and 'Specimen Site' fields.
Click [Sign] and validate the current date and time column does not contain "Lab Collection".
Click [Ellipsis] and select the 'View Task History' and validate the 'Task History' dialog is displayed.
Validate the 'Task History' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click on the task edit icon and validate 'Edit Specimen Collection' dialog is displayed.
Validate the 'Edit Specimen Collection' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click [Cancel].

Scenario 4: 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

Search for and select "Client A" and access the Order Entry Console.
Search for and select any dietary-type order code in the 'New Order' field.
Select "Daily-12:00 PM" from the 'Frequency' field.
Set the 'Start Date' field to a date that is two days in the past.
Set the 'Start Time' field to "0000".
Set the 'Duration' field to "4" and click [Days].
Populate all required fields and click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains the dietary order.
Access 'Task List'.
Search for and select "Client A" from the 'Search Patients' field.
Validate the Client card contains "Age", "Sex" and "DOB" values.
Validate the 'Overdue' column contains "(2) Dietary Admin".
Hover over the "(2) Dietary Admin" link and validate the 'Dietary Task' dialog is displayed.
Validate the 'Dietary Task' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click on the "(2) Dietary Admin" link and validate the 'Nutrition Orders' dialog is displayed.
Validate the 'Nutrition Orders' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Check the 'Select all orders' checkbox and select the last date and time.
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].
Validate the 'Education' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC" and click [Educate].
Validate the 'Dietary Administration' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Select "Event A" in the 'Administration Event' field and set the 'Comment' field to any value.
Click [Address Alerts] and validate the 'Dietary Administration Warning' dialog is displayed.
Override all the warnings and click [Save Overrides(s)], [Close] and [Sign].
Validate the 'Overdue' column contains the "(2) Dietary Admin" link with an 'additional attempts' icon before it.
Click on the "(2) Dietary Admin" link and validate the 'Nutrition Orders' dialog is displayed.
Validate order information area contains the additional 'attempts' icon.
Check the 'Select all orders' checkbox and select the radio button which has an 'additional attempts' icon and click [Administer].
Validate the 'Dietary Administration' dialog is displayed.
Select "Nurse Administered" from the 'Administration Event' field.
Click [Address Alerts] and validate the 'Dietary Administration Warning' dialog is displayed.
Override all the warnings and click [Save Overrides(s)], [Close] and [Sign].
Validate the 'Overdue' column contains "Dietary Admin" without an 'additional attempt' icon.
Click on the "Dietary Admin" link and validate the 'Nutrition Orders' dialog is displayed.
Check the 'Select all orders' checkbox and click the edit icon present next to the date and time.
Validate the 'Reschedule Administration Event' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID", and "LOC".
Click [Cancel].
Click the ellipsis in the Client card and select the 'View Task History'.
Validate the 'Task History' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click on the task edit icon next to the recently administered order.
Validate the 'Edit Dietary Administration' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Click [Cancel].

Topics

• Task List

AV-99469 Summary | Details

OE NX - Home Medication - Stop Date is calculated when doing a 'Reorder/Modify'.

Scenario 1: OE - NX- Home Medication Stop Date, Days Supply blank while converting reported orders into Rx order and Home Medication Stop Date not blank while Reorder, Modify for medications

Specific Setup:

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

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Check the 'Reported' checkbox.
Search for and select any medication in the 'New Order' field.
Set the 'Start Date' field to a date that is 5 days in the past.
Set the 'End Date' field to a date that is 4 days in the past. (This will make this order immediately expire.)
Select "Client Reported" in the 'Reported Source' field.
Populate any remaining required fields and click [Save].
Select "All" from the 'Status' field.
Validate the order created appears in the 'Order grid'.
Select the order created and click [Make RX].
Validate the 'Days Supply' and 'Stop Date' fields are blank and click [Add to Scratchpad].
Validate the order in 'Scratchpad' has a red flag for a missing 'Stop Date'.
Populate the 'Stop Date' and 'Days Supply' and click [Update Order], [Final Review], and [Sign].
Uncheck the 'Reported' checkbox.
Search for and select any medication in the 'New Order' field.
Select "1" from 'Refills' field.
Set the 'Days Supply' field to "30".
Set the 'Start Date' field to a date that is 15 days in the past.
Populate all required fields and click [Add to Scratchpad], [Final Review], and [Sign].
Validate the 'Order grid' contains a new order.
Select the order created and click [Reorder].
Validate the 'Reported' checkbox is unchecked.
Validate the 'Start Date' field contains the current date.
Validate the 'Stop Date' field contains a date that is 30 days in the future of the 'Start Date'.
Click [Add to Scratchpad], [Final Review], and [Sign].
Validate the order appears in the 'Order grid' with the updated 'Start Date' and 'Stop Date'.
Select the order created and click [Modify].
Validate the 'Reported' checkbox is unchecked.
Validate the 'Start Date' field contains the current date.
Validate the 'Stop Date' field contains a date that is 30 days in the future of the 'Start Date'.
Click [Add to Scratchpad], [Final Review], and [Sign].
Validate the order appears in the 'Order grid' with the updated 'Start Date' and 'Stop Date'.

Topics

• Order Entry Console

AV-99536 Summary | Details

eMAR - Client Information

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

Avatar eMAR
Diagnosis

Scenario 1: Avatar eMAR - 'Medical Diagnoses' under eMAR 'Latest Client Information'

Specific Setup:

There must be more than one client. (Client A, Client B).
"Client A" must have an active episode whose 'Admission Date' is more than 3 months in the past.
"Client A" must have 2 active diagnoses with a 'Classification' or "Medical", one of which is a "Primary" and 1 active diagnosis with any other 'Classification', such as "Substance Abuse", that is also set as the "Primary".

Steps

Select "Client A" and access the 'Diagnosis' form.
Select "Update" in the 'Type of Diagnosis' field.
Set the 'Date of Diagnosis' field to a date that is 90 days in the past.
Click [Current Time] in the 'Date of Diagnosis' field.
Click [New Row].
Search for and select "Depression, major, in remission" in the 'Diagnosis Search' field.
Select "Medical" in the 'Classification' field.
Select "Secondary" in the 'Ranking' field.
Select "No" in the 'Add To Problem List' field.
Populate all remaining required fields.
Click [New Row].
Search for and select "Acute migraine" in the 'Diagnosis Search' field.
Select "Medical" in the 'Classification' field.
Select "Secondary" in the 'Ranking' field.
Select "No" in the 'Add To Problem List' field.
Populate all remaining required fields.
Click [New Row].
Search for and select "Allergy, drug" in the 'Diagnosis Search' field.
Select "Substance Abuse" in the 'Classification' field.
Select "Primary" in the 'Ranking' field.
Select "No" in the 'Add To Problem List' field.
Populate all remaining required fields.
Click [Submit].
Validate a message is displayed stating "Do you want to return to the Pre-Display?" and click "No".
Go to the 'eMAR' widget and immediately switch to the 'myDay' widget.
Select "Client B" from the 'My Patients' list and access the 'eMAR' widget.
Validate the patient displayed in the 'eMAR' matches with the patient selected in the 'Client Information' header.
Go to the 'myDay' widget and click [Clear Patient - X].
Select "Client A" and access the 'eMAR' widget.
Click the 'Expand' button to expand the 'Diagnosis' information.
Validate the 'Latest Client Information' section includes a value under 'Principal Diagnoses' with the 'Date of Diagnosis' and 'Practitioner', two values under 'Medical Diagnoses', and a value under 'Substance Abuse Diagnoses'.
Access the ‘Diagnosis’ form.
Click [Add].
Select "Update" in the 'Type of Diagnosis' field.
Set the 'Date of Diagnosis' field to a date that is 60 days in the past.
Click [Current Time] in the 'Time of Diagnosis' field.
Click [New Row].
Search for and select the desired value in the 'Diagnosis Search' field.
Select "Medical" in the 'Classification' field.
Select "Secondary" in the 'Ranking' field.
Select "No" in the 'Add To Problem List' field.
Populate all remaining required fields.
Click [New Row].
Search for and select the desired value in the 'Diagnosis Search' field.
Select "Medical" in the 'Classification' field.
Select "Secondary" in the 'Ranking' field.
Select "No" in the 'Add To Problem List' field.
Populate all remaining required fields.
Click [New Row].
Search for and select the desired value in the 'Diagnosis Search' field.
Select "Substance Abuse" in the 'Classification' field.
Select "Primary" in the 'Ranking' field.
Select "No" in the 'Add To Problem List' field.
Populate all remaining required fields.
Click [New Row].
Search for and select the desired value in the 'Diagnosis Search' field.
Select "Substance Abuse" in the 'Classification' field.
Select "No" in the 'Add To Problem List' field.
Populate all remaining required fields.
Validate a message is displayed stating "Do you want to return to the Pre-Display?" and click "No".
Access the 'eMAR' widget.
Click the 'Expand' button to expand the 'Diagnosis' information.
Validate the 'Latest Client Information' section includes a value under 'Principal Diagnoses' with the 'Date of Diagnosis' and 'Practitioner', two values under 'Medical Diagnoses', and a value under 'Substance Abuse Diagnoses'.

Topics

• eMAR

AV-99574 Summary | Details

OE NX - Interactions dialog

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

Clinical Alert Definition
Order Code Setup
Orders This Episode

Scenario 1: OE NX - Alert Interaction Checking in the Order Entry Console

Specific Setup:

An order code for Advil must have the following configured in the 'Order Code Setup' form: (Order Code A)
'Require Consent' = "Yes".
'Alert When Client is Below Age' = "An age older than "Client A"".
'Is this Medication a Formulary Item?' = "No".
A 'Dictionary Code' "1" and 'Dictionary Value' "Test" must be configured for the "RADplus_Client" 'File', 'Data Element' "(52002) Domain".
Setup a sub domain via Acuity Rule Definition form
Set the clinical alert Acuity Score Low and High to "0" for any order code type in the 'Clinical Alert Definition' form. (Order Code B)
The "(20590) Require Override Text With This Override Code" extended attribute must be set to “Yes” in the Order Entry Client Information for the following dictionaries:
(20559) Override Code.
(20121) Duplicate Alert Override Code
(20194) Dosage Range Check Override Reason Code
(22003) Consent Override Reason Code
(20196) Clinical Alert Check Override Reason Code
(20116) Non-Formulary Item Override Code
(20597) Override Code
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

Select "Client A" and access the Order Entry Console.
Search for and select "Warfarin Sodium 2.5 MG ORAL" from the 'New Order' field.
Fill out all required fields and click [Add to Scratchpad].
Search for and select "Order Code A" from the 'New Order' field.
Fill out all required fields and click [Add to Scratchpad].
Search for and select "Order Code A" from the 'New Order' field. (This is to get a duplicate order warning)
Fill out all required fields and click [Add to Scratchpad] and [Sign].
Validate there is an 'Interaction' tab, 'Duplicate Orders' tab, 'Dosage Range' tab, a 'Consent' tab, 'Clinical Alert' tab, a 'Non-Formulary' tab and an 'Age and Problem Alert' tab.
Validate 'Notes' field is required on all the tabs when no value in 'Override Reason' is selected.
Click the 'Consent' tab and click [Capture client's signature] and sign.
Set the 'Override Reason' for all tabs to the values which makes the 'Notes' field required.
Leave the 'Notes' field blank in all the tabs.
Click [Save Override] and [Close].
Click [Final Review]
Validate the 'Warning' dialog is displayed.
Validate that for the tabs with single order, the value of the 'Override Reason' remains saved.
Set the 'Notes' fields for all the tabs to any value and click [Save Override and Exit].
Validate the 'Order grid' contains two orders for "Order Code A" and an order for "Warfarin Sodium 2.5 MG ORAL".

Topics

• Order Entry Console

AV-99699 Summary | Details

OE NX - Task List - Modals

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

Access 'Frequency Code Setup' form.
Select "Add New code" from the 'Add/Edit Frequency Code' field.
Set the 'New Frequency Code' field to "Z1W" and 'Frequency Code Description' field to "Once a week on Friday as Needed (Z1W)".
Select "PRN" from the Routine or PRN(As Needed)' and "No" from the 'One Time Only' fields.
Set the 'Times/24 Hours' field to "1."
Select "No" from the 'Interval Frequency' and "Not Daily" from the 'Daily Administration' fields.
Check the "Friday" checkbox from the 'Days Administered' field and click [Submit].
Validate a message is displayed that states "Frequency Code Setup has completed. Do you wish to return to form?" and click [No].
Access the 'Task Definitions' form.
Select "Add" in the 'Add/Edit Task Definition' field.
Set the 'New Task Code' field to "PRNTASK" and press the Tab key.
Set the 'Task Title' field to "PRNTASK EXAMPLE" and click [Submit].
Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
Access the 'Task Associations' form.
Select "Task Definition" in the 'Task Type' field.
Search for and select "PRNTASK EXAMPLE (PRNTASK)" in the 'Task Group/Definition' field.
Select "Add" in the 'Add/Edit/Delete Association' field.
Select "Order Entry" in the 'Order Event' field.
Search for and select "Order Code A" from the 'Order Code' field.
Click [Update Associations] and [Submit].
Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
Click the 'User Menu' and select 'Refresh Forms'.
Select “Client A” and access the Order Entry Console.
Search for and select "Order Code A" from the 'New Order' field.
Select "Once a week on Friday as Needed (Z1W)" from the 'Frequency' field and validate "PRN" is pressed in the 'Priority' field.
Populate all other required fields.
Click [Add to Scratchpad] and [Sign].
Validate the order for "Order Code A" is displayed in the 'Order Grid'.
Access the 'Task List' widget.
Search for and select "Client A" from the 'Search Patients' field.
Validate tasks for "Dietary Order Acknowledgement" and "Dietary Order Education" are shown in the 'Unscheduled' column.
Hover over the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed.
Validate the PRN tasks dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Move away the cursor from '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is not displayed.
Hover over the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed.
Click the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed.
Access the 'Flowsheet' tab
Validate the 'PRN tasks' pop-up dialog is not displayed.
Access the 'Task List' widget.
Validate the 'PRN tasks' pop-up dialog is not displayed.
Click the '(1) PRN Tasks' link.
Validate the PRN tasks dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Validate the 'Dietary' dialog contains the order details and 'Administer' link.
Click the 'Administer' link and validate the 'Nutrition Orders' dialog is displayed.
Validate the 'Nutrition Orders' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Check the PRN order checkbox and click [Administer].
Validate the 'Order Acknowledgement' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Validate the 'Acknowledged By' field contains the currently logged in user and their credentials.
Clear the 'Acknowledged By' field.
Validate the 'Acknowledge' button is disabled.
Search for and select the currently logged in user from the 'Acknowledged By' field.
Validate the 'Acknowledge' button is enabled.
Click [Acknowledge].
Validate the 'Education' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Validate the 'Educated By' field contains the currently logged in user and their credentials.
Clear the 'Educated By' field.
Validate the 'Educate' button is disabled.
Search for and select the currently logged in user from the 'Educated By' field.
Validate the 'Educate' button is enabled.
Click [Educate].
Validate the 'Dietary Administration' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Validate the 'Date of Administration' field contains "Today's Date".
Validate the 'Time of Administration' field contains "Current time".
Validate the 'Scheduled Date' field contains "Today's Date".
Validate the 'Schedule Time' field contains "N/A".
Select any successful administration event from the 'Administration Event' field and click [Address Alerts].
Validate the 'Dietary Administration Warning' dialog is displayed and override all the warnings.
Populate all the required fields and click [Sign].
Validate the Unscheduled column does not contain "Dietary Order Acknowledgement" and "Dietary Order Education".
Click the 'PRN Tasks' link.
Validate the 'PRN tasks' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC".
Validate the 'Dietary' dialog contains "Last Completed: Today Date Current Time".
Click [Task Dialog - Close].

Topics

• Task List

AV-99783 Summary | Details

eMAR NX - Incremental Scanning - Alerts

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

Dictionary Update (CWS)
eMAR
Orders This Episode
Registry Settings (PM)
RxConnect

Scenario 1: eMAR NX - Incremental Scanning with Fill Details

Specific Setup:

The Avatar application must be associated with an RxConnect Instance and configured to communicate via HL7.
An Outbound connection must exist for "ADT" and "ORDERS".
An Inbound connection must exist for "FILLDETAILS".
The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3".
The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "2".
The 'Avatar eMAR->General->Settings->->->Enable enhanced "Give:" line in eMAR 'Order Description'' registry setting must be set to "Y".
The 'Avatar eMAR->General->Settings->->->Use Pharmacy Fill Details For Order Description' registry setting must be set to "Y".
A dose unit dictionary code representing "Milligrams" must exist in the Order Entry Tabled Files ‘(10270) Dose Unit' dictionary. (MG)
The ‘(10289) Medication always administered as 'bulk'’ extended attribute must be set to “No” in the Order Entry Tabled Files ‘(10270) Dose Unit' dictionary for “MG”.
Please log out of the application and log back in after completing the above configuration.
A pharmacy-type order code must exist. (CareALL Ibuprofen (200 MG))
"CareALL Ibuprofen (200 MG)" must have the following configured in the 'Order Code Setup' form:
'Strength' = "200".
'Strength Unit' = "MG"
A daily routine frequency code whose hour of administration is currently in the allowable window must exist. (Frequency 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.
"Client A" must have an active order in Orders This Episode for "CareALL Ibuprofen (200 MG)" with the following order details:
'Dose' = "400"
'Dose Unit' = "MG"
'Freq:' = "Frequency Code A"
The above order for "Client A" must be processed through RxConnect with the following configuration:
An equivalent medication with a 'Strength' of 200 MG (Ibuprofen (200 MG))
'Total Dosage' = "400"
The selected order code must contain an 'NDC'
The Fill Details for the order should contain "Give: take 400 MG = 2 Tablet"
A barcode must exist for "Ibuprofen (200 MG)". (Barcode A)

Steps

Search for and select "Client A" and access 'eMAR NX'.
Validate an order for "Ibuprofen (200 MG)" exists in the list of orders.
Complete ‘Order Acknowledgement’ and ‘Medication Education’ for the order.
Scan "Barcode A" and validate the order for "Ibuprofen" is added to the 'Medication List' and that the dose displays as "200/400 MG".
Scan "Barcode A" again and validate that the dose displays in the 'Medication List' as "400/400 MG".
Click [Administer] and validate the 'Medication Administration' dialog is launched.
Validate the 'Address Alerts' button is not displayed.
Validate the 'Med ID' field contains two instances of the 'NDC' number separated by a comma.
Complete all missing required fields and click [Save].

Topics

• eMAR NX • RxConnect

AV-99806 Summary | Details

OE NX - Interactions dialog

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

Clinical Alert Definition
Order Code Setup
Orders This Episode

Scenario 1: OE NX - Alert Interaction Checking in the Order Entry Console

Specific Setup:

An order code for Advil must have the following configured in the 'Order Code Setup' form: (Order Code A)
'Require Consent' = "Yes".
'Alert When Client is Below Age' = "An age older than "Client A"".
'Is this Medication a Formulary Item?' = "No".
A 'Dictionary Code' "1" and 'Dictionary Value' "Test" must be configured for the "RADplus_Client" 'File', 'Data Element' "(52002) Domain".
Setup a sub domain via Acuity Rule Definition form
Set the clinical alert Acuity Score Low and High to "0" for any order code type in the 'Clinical Alert Definition' form. (Order Code B)
The "(20590) Require Override Text With This Override Code" extended attribute must be set to “Yes” in the Order Entry Client Information for the following dictionaries:
(20559) Override Code.
(20121) Duplicate Alert Override Code
(20194) Dosage Range Check Override Reason Code
(22003) Consent Override Reason Code
(20196) Clinical Alert Check Override Reason Code
(20116) Non-Formulary Item Override Code
(20597) Override Code
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

Select "Client A" and access the Order Entry Console.
Search for and select "Warfarin Sodium 2.5 MG ORAL" from the 'New Order' field.
Fill out all required fields and click [Add to Scratchpad].
Search for and select "Order Code A" from the 'New Order' field.
Fill out all required fields and click [Add to Scratchpad].
Search for and select "Order Code A" from the 'New Order' field. (This is to get a duplicate order warning)
Fill out all required fields and click [Add to Scratchpad] and [Sign].
Validate there is an 'Interaction' tab, 'Duplicate Orders' tab, 'Dosage Range' tab, a 'Consent' tab, 'Clinical Alert' tab, a 'Non-Formulary' tab and an 'Age and Problem Alert' tab.
Validate 'Notes' field is required on all the tabs when no value in 'Override Reason' is selected.
Click the 'Consent' tab and click [Capture client's signature] and sign.
Set the 'Override Reason' for all tabs to the values which makes the 'Notes' field required.
Leave the 'Notes' field blank in all the tabs.
Click [Save Override] and [Close].
Click [Final Review]
Validate the 'Warning' dialog is displayed.
Validate that for the tabs with single order, the value of the 'Override Reason' remains saved.
Set the 'Notes' fields for all the tabs to any value and click [Save Override and Exit].
Validate the 'Order grid' contains two orders for "Order Code A" and an order for "Warfarin Sodium 2.5 MG ORAL".

Scenario 2: OE NX - External Pharmacy - Interactions, Duplicate Orders, Dosage Range, Consent, Clinical Alert, Non-Formulary, Age and Problem Alerts

Specific Setup:

A 'Dictionary Code' "1" and 'Dictionary Value' "Test" must be configured for the "RADplus_Client" 'File', 'Data Element' "(52002) Domain".
Setup a sub domain via Acuity Rule Definition form
Set the clinical alert Acuity Score Low and High to "0" for any order code type in the 'Clinical Alert Definition' form. (Order Code A)
An order code must be configured in the 'Order Code Setup' form with following attributes: (Order Code B)
'Require Consent' = "Yes"
"Is this Medication a Formulary Item?" = "No"
'Alert When Client Is Above Age text' = "15"
Two medications must exit that conflict with each other for a drug-to-drug interaction. (Order Code B) and (Order Code C)
"Order Code C" exits with an invalid dose unit.
An order group must be created with the following order code: (Order Group A)
Order Code A
Order Code B
Order Code B
Order Code C
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.
The "(20590) Require Override Text With This Override Code" extended attribute must be set to “Yes” in the Order Entry Client Information for the following dictionaries:
(20559) Override Code.
(20121) Duplicate Alert Override Code
(20194) Dosage Range Check Override Reason Code
(22003) Consent Override Reason Code
(20196) Clinical Alert Check Override Reason Code
(20116) Non-Formulary Item Override Code
(20597) Override Code

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Validate the 'Order Group' dialog is displayed and contains "Order Code A", "Order Code B", "Order Code B", and "Order Code C".
Select all and click [Add to Scratchpad].
Select the orders one by one from in the 'Scratchpad' and populate the missing required fields.
Click [Final Review]
Validate the 'Warning' dialog is displayed.
Validate there is an 'Interaction' tab, 'Duplicate Orders' tab, 'Dosage Range' tab, a 'Consent' tab, 'Clinical Alert' tab, 'Non-Formulary' tab and an 'Age and Problem Alert' tab.
Validate 'Notes' field is required on all the tabs when no value in 'Override Reason' is selected.
Click 'Consent' tab and click [Capture client's signature].
After signing, verify that 'Warning' dialog does not get scrollbar due to increase of window size.
Set the 'Override Reason' for all tabs to the values which makes the 'Notes' field required.
Leave 'Notes' field blank in all the tabs.
Click [Save Override] and [Close].
Click [Final Review].
Validate the 'Warning' dialog is displayed.
Validate that for the tabs with single order, the value of the 'Override Reason' remains saved.
Select the orders and set 'Notes' fields for all the tabs.
Click [Save Override] and [Close].
Click [Final Review].
Validate the 'Order grid' contains orders for "Order Code A", "Order Code B", "Order Code B", and "Order Code C".

Topics

• Order Code Setup • Order Entry Console

AV-99818 Summary | Details

OE NX - Pre-Admit Episode - Admission Reconciliation Start Date

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

Admission
Frequency Code Setup
Registry Settings (CWS)

Scenario 1: OE NX - Admission Med Reconciliation - Pre-Admit Mode - Interval Frequency

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".
Please log out and log back in to the application after completing the above configuration.
A Client must have an active pre-admit episode (Client A).

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Validate the 'Reported' checkbox is checked.
Search for and select any order from the 'New Order' field.
Populate all the required fields and click [Save].
Uncheck the 'Reported' checkbox.
Search for and select any order from the 'New Order' field.
Populate all the required fields and click [Add to Scratchpad].
Validate the 'Final Review' dialog is displayed.
Select the "None" radio button and click [Sign].
Validate the orders are created for both the orders.
Check the 'Medication history reviewed and completed for Episode #1 ' checkbox.
Click the 'Admission Med Reconciliation' tab.
Select both orders created in the Home Medications (Pre-Admission)' table and click [Add to Scratchpad].
Click the first order from the 'Inpatient Medications Scratchpad' and populate all required fields and click [Update Order].
Click the second order from the 'Inpatient Medications Scratchpad' and populate all required fields and click [Update Order].
Validate there is no missing required field flag for either order and click [Finalize for Admission].
Validate the 'Interactions' dialog is displayed and override all the interactions and click [Save Override and Exit].
Validate the 'New Order' field is disabled and click 'myDay' tab.
Access the 'Admission' form for "Client A".
Select the pre-admit episode, click [Edit] and admit them into an inpatient episode.
Populate all the required fields and click [Submit]
Access 'Registry Settings' form.
Set the 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' registry setting to "N".
Log out and log back in to the application after completing the above configuration.
Select any other client and access the Order Entry Console.
Click the 'Admission Med Reconciliation' tab.
Access the 'myDay' tab and click [Clear Client - X].
Select "Client A" and access the Order Entry Console.
Click the 'Admission Med Reconciliation' tab.
Click [Activate for Reconciliation] and validate the 'Error' message is displayed stating that:
"The Registry Settings 'Defer Activation of Orders in a Pre-Admit Episode' has been changes. Orders saved within the Scratchpad could be incorrectly created with future start dates. Please restart the reconciliation to proceed."
Click [OK], [Restart Reconciliation] and click [OK] if present.
Select both orders created in the Home Medications (Pre-Admission)' table and click [Add to Scratchpad].
Click the first order from the 'Inpatient Medications Scratchpad' and populate all required fields and click [Update Order].
Click the second order from the 'Inpatient Medications Scratchpad' and populate all required fields and click [Update Order].
Validate there is no missing required field flag for either order and click [Reconcile & Sign].
Validate the 'Interactions' dialog is displayed and override all the interactions and click [Save Override and Exit].
Validate the 'New Order' field is disabled.

Scenario 2: OE NX - Admission Reconciliation - Defer Activation of Pre-Admit episodes set to "N"

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 "N".
Please log out and log back in to the application after completing the above configuration.
A Client must have an active pre-admit episode (Client A).

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Validate the 'Reported' checkbox is checked.
Search for and select any order from the 'New Order' field.
Populate all the required fields and click [Save].
Uncheck the 'Reported' checkbox.
Search for and select any order from the 'New Order' field.
Populate all the required fields and click [Add to Scratchpad].
Validate the 'Final Review' dialog is displayed.
Select the "None" radio button and click [Sign].
Validate the orders are created for both the orders.
Check the 'Medication history reviewed and completed for Episode #1 ' checkbox.
Click the 'Admission Med Reconciliation' tab.
Select both orders created in the 'Home Medications (Pre-Admission)' table and click [Add to Scratchpad].
Validate the 'Start Date' field contains current date for both the orders.
Select the first order from the 'Inpatient Medications Scratchpad', populate all required fields, and click [Update Order].
Select the second order from the 'Inpatient Medications Scratchpad', populate all required fields, and click [Update Order].
Validate the 'Start Date' field contains current date for both the orders.
Click [Finalize for Admission] and validate the 'Interactions' dialog is displayed.
Override all the interactions and click [Save Override and Exit].
Validate the 'New Order' field is disabled.

Topics

• Order Entry Console

AV-73627 Summary \| Details OE NX - Orders This Episode - Duration in Doses 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 - Copy/Modify/Reorder - Duration in Doses Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. A routine frequency code with scheduled hours of administration must exist. (Frequency Code A). Steps Select "Client A" and access the Order Entry Console. Search for and select "LISINOPRIL 10 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "2.5". Select "MG" from the 'Dose Unit' field. Validate that [Doses] is disabled. Select "Frequency Code A" from the 'Freq' field. Validate that [Doses] is enabled. Set the 'Duration' field to "10" and click [Doses]. Set the 'Addl Instructions' field to "Test". Click [Add to Scratchpad] and [Sign]. Override any interaction warning messages if present and click [Save Override and exit]. Search for and select "AMBIEN (19911) 10 MG TABLET ORAL (Schedule IV)" from the 'New Order' field. Populate all the required fields and Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains two orders; one for "AMBIEN 10 MG ORAL TABLET" and one for "LISINOPRIL 10 MG ORAL TABLET". Select both the orders from the 'Order grid' and click [Copy]. Validate a message displays stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [Yes]. Validate the 'Scratchpad-Stop Date' field for the "Lisinopril" order does not contain any value. Select the "Lisinopril" order from the scratchpad. Validate the 'Dose' field contains "2.5". Validate the 'Dose Unit' field contains "MG". Validate the 'Freq' field contains "TWICE A DAY". Validate the 'Duration' field contains no value. Validate the 'Stop Date' field contains no value. Validate the 'Stop Time' field contains no value. Set the 'Duration' field to "10" and click [Doses]. Validate the 'Addl Instructions' field is set to "Test". Click [Update Order] and [Sign - Scratchpad]. Override any interaction warning messages if present and click [Save Override and exit]. Validate the 'Order grid' contains two orders for "LISINOPRIL 10 MG ORAL TABLET 2.5 MG, TWICE A DAY (Starting Doses: 10)". Select one of the "Lisinopril" orders and click [Modify]. Validate the 'Duration' field contains no value. Validate the 'Stop Date' field contains no value. Validate the 'Stop Time' field contains no value. Refresh the 'Order grid'. Select both of the "Lisinopril" orders and click [Reorder]. Validate the 'Scratchpad-Stop Date' field for both of the "Lisinopril" orders does not contain any value. Select the first "Lisinopril" order from the scratchpad. Validate the 'Duration' field contains no value. Validate the 'Stop Date' field contains no value. Validate the 'Stop Time' field contains no value. Select the second "Lisinopril" order from the scratchpad. Validate the 'Duration' field contains no value. Validate the 'Stop Date' field contains no value. Validate the 'Stop Time' field contains no value.	Topics • Order Entry Console
AV-74514 Summary \| Details 835 Health Care Claim Payment Advice Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: 835 Health Care Claim Payment/Advice (PM) Scenario 1: Allergies and Hypersensitivities - Copy and Paste Specific Setup: A client must be enrolled in an existing episode and have an allergy on file (Client A). Steps Open the "Allergies and Hypersensitivities" form. Select desired client. Click [Update]. Click [New Row]. Select the 1st 'Allergen/Reactant' field and press 'Ctrl+c' in keyboard. Select the 2nd 'Allergen/Reactant' field and press 'Ctrl+v' in keyboard. Validate cells copy/paste as expected. Populate any desired fields. Click [Save] and [Submit]. Select desired client and access the 'Allergies and Hypersensitivities' form. Click [Display]. Validate the report displays the newly added allergy. Select the 1st row. Click [Copy/Paste Row]. Verify the row is copied and pasted as expected. Click [Display]. Validate the report displays the newly added allergy. Click [Close Report]. Click [Save]. Click [Submit]. Scenario 2: 835 Health Care Claim Payment/Advice - Copy/Paste Data from 835 Work Compile Specific Setup: Facility Defaults: Note the location for the ' File Input Path On Server For 835 Files' to be used to locate the 835 file to be used for testing. Admission: A new client is admitted or an existing client is identified. Note the client id and name. Financial Eligibility: An existing guarantor is assigned to the client. Note the guarantor code. Client Charge Input: A service is rendered to the client. Note the service code and service date. The charges are closed. Electronic Billing: An 837 Professional bill is compiled to claim the service. Client Ledger: The claim displays correctly. Claim Adjustment Group/Reason Code Definition: The group / reason code is created. Note the group reason code. An 835 file is created for a claim created from the 837 professional bill. Make sure there is at least one adjustment. Save the file in the path defined in the 'Facility Defaults'. Note the file location path. User selects a document to paste data into. Steps Open the "835 Health Care Claim Payment/Advice" form. Click [Work Compile] in 'Options'. Select desired file in 'Select File'. Click [Launch Work Screen]. Click 'Client' in 'row-1'. Press 'Ctrl+c' in keyboard. Open the document that data will be pasted into. In any empty space, press Ctrl+v in keyboard. Verify 'Client' copied is pasted correctly. Navigate to '835 Health Care Claim Payment/Advice' grid. Click Check #/EFT #, Chk Issue/EFT Date, Patient Control Number, ICN. Press 'Ctrl+c' in keyboard. Navigate to the open document. In any empty cell, press Ctrl+v in keyboard. Verify the values are pasted. Close the document. Close the "835 Health Care Claim Payment/Advice" form.	Topics • 835 Health Care Claim Payment/Advice • Allergies and Hypersensitivities
AV-87111 Summary \| Details eMAR NX - Medication Administration - Witness checkbox - 'Witness by' field. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Order Code Setup Orders This Episode Scenario 1: eMAR NX - 'Witnessed By' field is required - Administered 'Dose' = "0" Specific Setup: Three pharmacy-type order codes must exist (Order Code A) (Order Code B) (Order Code C). In the 'Order Code Setup' form the 'Require a Witness in Avatar eMAR' field must be set to "Yes" for "Order Code A", "Order Code B", and "Order Code C". 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. "Client A" must have active orders, in 'Orders This Episode', with scheduled administration times for "Order Code A", "Order Code B", and "Order Code C". Steps Select "Client A" and access the 'eMAR' widget. Validate that an order for "Order Code A", "Order Code B" and "Order Code C" is displayed with scheduled administration times. Click [Scan Client], provide an override reason and click [Save]. Complete 'Order Acknowledgement' and 'Medication Education' for all three orders and then add them to the medication list and click [Administer]. Validate the 'Witnessed By' field is required. Validate the 'Witnessed' checkbox is checked and disabled. Set the 'Dose' field to "0" for all three orders. Validate that the 'Witnessed By' field is no longer required and is disabled. Validate the 'Witnessed' checkbox is unchecked and enabled. Set the 'Dose' field to "1" for "Order Code A" and validate the 'Witnessed By' field is required and enabled. Validate the 'Witnessed' checkbox is checked and disabled.	Topics • eMAR NX • Witness
AV-87499 Summary \| Details eMAR NX - Time Format Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Orders This Episode Scenario 1: eMAR NX - Barcode Scanning for Multiple Orders - Multiple Doses Found Specific Setup: The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "1". Please log out of the application and log back in after completing the above configuration. Two pharmacy-type order codes must exist. (Order Code A) (Order Code B) A barcode for "Order Code A" must exist. (Barcode A) A barcode for "Order Code B" must exist. (Barcode B) A routine frequency code, with at least two scheduled administration times, must exist. (Frequency Code A) All scheduled administration times for "Frequency Code A" should be outside of the current allowable window. A PRN frequency code, with no scheduled hours of administration, must exist. (Frequency Code B) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Orders Entry Console. Search for and select "Order Code A" from the 'New Order' field. Set the 'Freq:' field to "Frequency Code A". Complete any remaining required fields and click [Add to Scratchpad]. Search for and select "Order Code B" from the 'New Order' field. Set the 'Freq:' field to "Frequency Code B". Complete any remaining required fields and click [Add to Scratchpad] and [Sign]. If present, override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains a row for both new orders. Access 'eMAR NX'. Click [Scan Client] and complete the 'Wristband Scan Override'. Validate the grid contains orders for both "Order Code A" and "Order Code B". Perform 'Order Acknowledgement' and 'Medication Education' for both orders. Scan "Barcode A" and validate the 'Multiple Doses Found' dialog is displayed. Validate that all dose times displayed in the 'Multiple Doses Found' dialog are in "AM/PM" format. Select one of the doses for "Order Code A" and click [Select]. Validate the order is displayed in the 'Medication List'. Scan "Barcode B" and validate the order is displayed in the 'Medication List'. Click [Administer] and validate the 'Administration Event' dialog is launched. Validate the 'Scheduled Time' field for "Order Code A" is in "AM/PM" time format and the 'Scheduled Time' for "Order Code B" is "N/A". Select a successful administration event from the 'Administration Event' field for both "Order Code A" and "Order Code B". Click [Address Alerts] and provide an override for all alerts. Click [Save Override(s)] and [Close]. Click [Save] and validate the 'Administration Event' dialog is closed. Validate under the 'Current Hour' column a successful administration event is displayed for "Order Code B". Scroll to the 'Hour' column of the selected dose time, for "Order Code A", and validate a successful administration event is displayed.	Topics • Barcode • eMAR NX
AV-87721 Summary \| Details eMAR NX - med counter Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Orders This Episode Scenario 1: eMAR NX - Administer an order and Void administration - Validate 'Med' Counter Specific Setup: 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 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. Please note: This scenario takes place after "09:00 AM". Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code in the 'New Order' field. Select "3 Times A Day" in the 'Frequency' field. Populate the remaining required fields, click [Add to Scratchpad] and [Final review]. Validate the ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select “None” in the ‘Output’ field and click [Sign]. Validate the ‘Order grid’ contains a new order. Access 'eMAR NX'. Validate the order created is displayed and contains a 'Med Counter' of "1" under the "1500" column. Click 'Scan Client', select a reason, and click [Save]. Click [1500 Due]. Click [Administer], [Acknowledge], and [Educate]. Validate the 'Medication Administration' dialog is displayed. Select "Nurse Administered" in the 'Administration Event' field. Populate all required fields. Click [Address Alerts]. Override all warnings, click [Save Override(s)], [Close] and [Save]. Validate the 'Med Counter' contains "0" under the "1500" column. Click the ellipsis for the administered cell and select "Void Administration Event". Validate the 'Void Administration Event' dialog is displayed and click [Save]. Validate the 'Med Counter' contains "1" under the "1500" column. Scenario 2: eMAR NX - Administer an order with "Missed Dose" administration event - Validate 'Med' Counter Specific Setup: 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 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. Please note: This scenario takes place after "09:00 AM". Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code in the 'New Order' field. Select "3 Times A Day" in the 'Frequency' field. Populate the remaining required fields, click [Add to Scratchpad] and [Final review]. Validate the ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select “None” in the ‘Output’ field and click [Sign]. Validate the ‘Order grid’ contains a new order. Access the 'eMAR' widget. Validate the order created is displayed and contains a 'Med Counter' of "1" under the "1500" column. Click 'Scan Client', select a reason, and click [Save]. Click [1500 Due]. Click [Administer], [Acknowledge], and [Educate]. Validate the 'Medication Administration' dialog is displayed. Select "Missed Dose" in the 'Administration Event' field. Populate any remaining required fields and click [Save]. Validate the 'Med Counter' contains "1" under the "1500" column and that [Retry] is displayed with a blue background. Scenario 3: eMAR NX - Reschedule Administration Event - Validate 'Med' Counter Specific Setup: 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 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. Please note: This scenario takes place after "09:00 AM". Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code in the 'New Order' field. Select "3 Times A Day" in the 'Frequency' field. Populate the remaining required fields, click [Add to Scratchpad] and [Final review]. Validate the ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select “None” in the ‘Output’ field and click [Sign]. Validate the ‘Order grid’ contains a new order. Access 'eMAR NX'. Validate the order created is displayed and contains a 'Med Counter' of "1" under the "1500" column. Click 'Scan Client', select a reason, and click [Save]. Click the ellipses in the cell under the "1500" column and select 'Reschedule Administration Event'. Validate the 'Reschedule Administration Event' dialog is displayed. Validate the enabled date field contains the current date, enter "1600" in the time field and click [Save]. Validate the order contains a 'Med Counter' of "0" under the "1500" column and a 'Med Counter' of "1" under the "1600" column. Scenario 4: eMAR NX - Administer an order - Follow Up - Validate 'Med' Counter Specific Setup: A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. 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 pharmacy-type order code must exist that has "Yes" selected in the 'eMAR Follow-Up Reminder' field and has the 'Time Interval For Follow-Up Reminder (Minutes)' field populated to a value that would have the follow-up showing under the next administration time (03:00 PM). (Order Code A) Please make note of the 'NDC #' for "Order Code A". Please Note: This testing occurred prior to the first administration time of "09:00 AM" Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Select "3 Times A Day" in the 'Frequency' field. Set the 'Start Date' to the current date and the 'Start Time' to "12:00 AM". Populate the remaining required fields, click [Add to Scratchpad] and [Final review]. Validate the ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select “None” in the ‘Output’ field and click [Sign]. Validate the ‘Order grid’ contains a new order. Access the 'eMAR NX'. Validate the order created is displayed and contains a 'Med Counter' of "1" under the "0900" column. Validate the order created is displayed and contains a 'Med Counter' of "1" under the "1500" column. Click 'Scan Client', select a reason, and click [Save]. Click the [0900 AM Due]. Click [Administer], [Acknowledge], and [Educate]. Validate that the 'Medication Administration' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Click [Address Alerts]. Override all warnings, click [Save Override(s)], [Close] and [Save]. Validate the 'Med Counter' under the "0900" column contains "0". Validate the 'Med Counter' under the "1500" column contains "2".	Topics • eMAR NX
AV-88156 Summary \| Details Avatar NX - 'Alert User if Clinical Reconciliation Needed' registry setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Import Clinical Information Registry Settings (PM) Scenario 1: Clinical Reconciliation - Validate the 'Alert User if Clinical Reconciliation Needed' registry setting Specific Setup: A client is enrolled in an existing episode (Client A). "Client A" must have had a CCD imported with problems, allergies, and medications that has not yet been reconciled. Steps Access the 'Registry Settings' form. Enter "Alert User if Clinical Reconciliation Needed" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Validate the 'Registry Setting' field contains: Avatar CWS->Other Chart Entry->Clinical Reconciliation->->->Alert User if Clinical Reconciliation Needed. Validate the 'Registry Setting Details' field contains: If 'Y' is selected, the user will be presented with a pop up message upon entering a clients chart, the 'Problem List' form or, the 'Allergies and Hypersensitivities' form stating "External Clinical Information is Available. Do you want to reconcile now?" The 'Enable Clinical Reconciliation' registry setting must be enabled for this functionality. If 'N' is selected the user will not be presented with the pop up message. Enter "Y" in the 'Registry Setting Value' field. Submit the form. Select "Client A" and access the 'Problem List' form. Validate a message is displayed stating: External Clinical Information is Available. Do you want to reconcile now? Click [Yes]. Validate the 'Clinical Reconciliation' form is now displayed for "Client A". Validate the CCD imported problems, allergies, and medications are displayed in their respective sections. Close the form. Select "Client A" and access the 'Problem List' form. Validate a message is displayed stating: External Clinical Information is Available. Do you want to reconcile now? Click [No]. Validate the 'Problem List' form is displayed. Close the form. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate a message is displayed stating: External Clinical Information is Available. Do you want to reconcile now? Click [Yes]. Validate the 'Clinical Reconciliation' form is now displayed for "Client A". Validate the CCD imported problems, allergies, and medications are displayed in their respective sections. Close the form. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate a message is displayed stating: External Clinical Information is Available. Do you want to reconcile now? Click [No]. Validate the 'Allergies and Hypersensitivities' form is displayed. Close the form.	Topics • Allergies and Hypersensitivities • Problem List • Registry Settings
AV-88734 Summary \| Details eMAR NX - Tool tip - 'Overdue/Unscheduled' Column Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Registry Settings (CWS) Scenario 1: eMAR NX - Tool tip for Overdue/Unscheduled Specific Setup: The 'Avatar CWS->Task List->->->->Number of Hours to Display Overdue Tasks for' registry setting must be set to "48". Please log out of the application and log back in after completing the above configuration. 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. Steps Select “Client A” and access the 'eMAR' widget. Validate a 'Lightbulb' icon is displayed to the left of the 'Overdue/Unscheduled' label. Hover over the 'Lightbulb' icon. Validate a tooltip is displayed stating, "The Overdue/Unscheduled column will display doses and follow-up reminders that were not addressed within the allowable window, along with scheduled doses that are "Approaching Overdue" from a previous hourly column. Unscheduled doses and follow-up reminders will remain within the column for the duration of the order. The Overdue/Unscheduled column will retain overdue items for 48 hours after their scheduled time.". Access the Registry Settings' form. Set the 'Avatar CWS->Task List->->->->Number of Hours to Display Overdue Tasks for' registry setting to "40" and click [Submit]. Log out of the application and log back in. Select “Client A” and access the 'eMAR' widget. Validate a 'Lightbulb' icon is displayed to the left of the 'Overdue/Unscheduled' label. Hover over the Lightbulb icon. Validate a tooltip is displayed stating, "The Overdue/Unscheduled column will display doses and follow-up reminders that were not addressed within the allowable window, along with scheduled doses that are "Approaching Overdue" from a previous hourly column. Unscheduled doses and follow-up reminders will remain within the column for the duration of the order. The Overdue/Unscheduled column will retain overdue items for 40 hours after their scheduled time.".	Topics • eMAR NX
AV-89139 Summary \| Details Search Results - Filtering by Category Scenario 1: Diagnosis - Editing a diagnosis Specific Setup: Admission: An existing client is identified, or a new client is admitted. Note the client id/Name. Diagnosis: A client must have a diagnosis entered. Steps Open the 'Diagnosis' form. Search for desired client in the 'Select Client' field. Validate results display. Select desired client from the results. Validate a Pre-Display is displayed showing existing diagnoses for the client. Select an existing diagnosis record. Click [Edit]. Enter an invalid time in the 'Time of Diagnosis' field. Validate an Error message stating: "Invalid time format. HH:MM AM, HH:MM PM or HHMM military time (Midnight is 0000 hours.)" Validate the 'Time of Diagnosis' field defaults to the time that was saved prior. Change the 'Time of Diagnosis' field to the current time. Enter a different practitioner in the 'Diagnosing Practitioner' field. Select "Void" in the 'Status' field. Validate the voided diagnosis is crossed off. Navigate to the myDay view. Navigate back to the open 'Diagnosis' form. Validate the voided diagnosis is crossed off. Validate the 'Diagnosing Practitioner' contains the value entered in the previous steps. Click [Submit]. Validate a Pre-Display Confirmation dialog is displayed stating: Do you want to return to Pre-Display? Click [Yes]. Select desired diagnosis record. Click [Edit]. Select "No" in the 'Show Active Only' field. Validate the voided diagnosis displays and is crossed off. Close the form. Open the "Registry Settings" form. Search for the registry setting "Default Limit Results by ICD Category". Set the value to any valid value. You can combine values by inserting an '&' such as "F&Z", which will return results whose ICD10 value begins with the letters "F" and "Z". Click [Submit] to file the form. Open the "Diagnosis" form. Edit a previously added row of the "Diagnosis" table. Search for any a number or letter and only the values with an ICD10 code that begins with the value specified in the registry setting will show up in the search results. Scenario 2: Diagnosis - Diagnosis Entry Specific Setup: A client must be enrolled in an active episode (Client A). Steps Select "Client A" and access the 'Diagnosis' form. Click [Add]. Select "Admission" in the 'Type of Diagnosis' field. Press the 'Tab' key on the 'Type of Diagnosis' field. Validate the focus shifts to the 'Date of Diagnosis' field and the admission date is displayed as expected. Press the 'Tab' key on the 'Date of Diagnosis' field. Validate the focus shifts to the 'Time of Diagnosis' field. Enter any value in the 'Time of Diagnosis' field. Click [New Row]. Search for and select the desired value in the 'Diagnosis Search' field. Verify the 'Add To Problem List' field is defaulted to 'Yes'. Populate all required and desired fields. Click [Submit] and [No]. Select "Client A" and access the ‘Diagnosis’ form. Select the previously created diagnosis row to edit. Click [Edit]. Click [New Row]. Search for and select the desired value in the 'Diagnosis Search' field. Validate that the 'Diagnosis Search' returns the expected diagnoses. Populate all required and desired fields. Click [Submit] and [No]. Select "Client A" and access the 'Diagnosis' form. Select the diagnosis row edited in the previous steps. Click [Edit]. Validate that the newly added diagnosis row is displayed. Close the form. Open the "Registry Settings" form. Search for the registry setting "Default Limit Results by ICD Category". Set the value to any valid value. You can combine values by inserting an '&' such as "F&Z", which will return results whose ICD10 value begins with the letters "F" and "Z". Click [Submit] to file the form. Select 'Client A' and open the "Diagnosis" form. Edit a previously added row of the "Diagnosis" table. Search for any number or letter and only the values with an ICD10 code that begins with the value specified in the registry setting will show up in the search results.	Topics • Diagnosis
AV-89250 Summary \| Details eMAR NX - Registry Setting - "Patient Education Prompting" Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Orders This Episode Scenario 1: eMAR NX - Registry Setting - "Patient Education Prompting" Specific Setup: The 'Avatar eMAR->General->Settings->Patient Education Prompting' registry setting must be set to "Y". The 'Avatar eMAR->General->Settings->Acknowledgement Required Registry Setting' 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. Steps Select “Client A” and access the Order Entry Console. Create four pharmacy-type orders. Validate both the orders are displayed in the 'Order Grid'. Navigate to the 'eMAR NX'. Validate [Educate] is shown at the top. Click the 'Ellipses' for one of the pharmacy-type orders. Validate the "Educate" option is displayed. Click on "Due" for one of the pharmacy-type orders and validate 'Medication list' opens. Validate a message is displayed stating: "Acknowledgement/Education is required. Click Administer to complete". Click [Administer] and validate 'Order Acknowledgement' dialog opens. Click [Acknowledge] and validate 'Medication Education' dialog opens. Click [Educate]. Set Registry setting 'Avatar eMAR->General->Settings->Patient Education Prompting' to "N". Log out of the application and log back in. Select “Client A” and access eMAR NX. Validate [Educate] is not shown at the top. Click the 'Ellipses' for the second order. Validate "Educate" option is not displayed. Click on "Due" for the second pharmacy-type order and validate the 'Medication list' opens. Validate a message is displayed stating: "Acknowledgement is required. Click Administer to complete". Click [Administer] and validate the 'Order Acknowledgement' dialog opens. Click [Acknowledge] and validate 'Medication Education' dialog does not open. Set Registry setting 'Avatar eMAR->General->Settings->Acknowledgement Required Registry Setting' to "N". Log out of the application and log back in. Select “Client A” and access 'eMAR NX'. Validate [Educate] is not shown at the top. Click the 'Ellipses' for the second order. Validate "Educate" option is not displayed. Click on "Due" for the third pharmacy-type order and validate the 'Medication list' opens. Validate both Acknowledgement and Education are not required. So, no alert is shown on dialog. Click [Administer] and validate 'Order Acknowledgement' dialog does not open. Set Registry setting 'Avatar eMAR->General->Settings->Patient Education Prompting' to "Y". Log out of the application and log back in. Select “Client A” and access the 'eMAR NX'. Validate [Educate] is shown at the top. Click the 'Ellipses' for the second order. Validate the "Educate" option is displayed. Click on "Due" for forth pharmacy-type order and validate the 'Medication list' opens. Validate a message id displayed stating: "Education is required. Click Administer to complete". Click [Administer] and validate the 'Medication Education' dialog opens. Click [Educate]. Populate the required fields in the 'Administration Event' dialog and click [Save]. Validate the appropriate administration information is displayed in the cell selected.	Topics • eMAR NX
AV-89358 Summary \| Details eMAR - Administration Follow-Up - Clinical Data Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Order Code Setup Orders This Episode Task List Scenario 1: eMAR NX - Administration Event - Follow-Up Reminder Specific Setup: The ‘(10138) eMAR Follow-Up Reminder Heading’ data element attribute must be set to “1", and 'Dictionary Value' must be set to "Test1" in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A 'Order Code Setup' must exist for any "Pharmacy-type" order code (Order Code A). The following fields must be selected in the 'Order Code Setup' form: Blood Glucose - Additional Data Elements To Require In Avatar eMAR (Administration) Blood Pressure - Additional Data Elements To Include In Avatar eMAR (Administration) Temperature - Additional Data Elements To Include In Avatar eMAR (Administration) Weight - Additional Data Elements To Include In Avatar eMAR (Administration) Blood Glucose - Additional Data Elements To Include In Avatar eMAR (Results) Blood Pressure - Additional Data Elements To Include In Avatar eMAR (Results) Temperature - Additional Data Elements To Include In Avatar eMAR (Results) Weight - Additional Data Elements To Include In Avatar eMAR (Results) A client must have an active inpatient episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Populate all the remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate that an order for 'Order Code A' is displayed. Click the cell under the current date and click [Administer]. Complete 'Order Acknowledgement' and 'Client Education'. Validate the 'Administration Event' dialog is launched. Set the below values in the 'Clinical Data' field: 'Blood Glucose (mg/dL)' - "100" 'Blood Pressure' - "120/80" 'Position' = "Sitting" 'Temperature (Celsius)' - "98.5" 'Weight (lbs)' - "195" Populate all required fields, override any alerts, and click [Save]. Validate that a 'Follow-up' exists for "Order Code A" with "Follow-up" in the first cell under the current date. Click the 'Follow-up' field. Validate the 'Administration Follow-Up' dialog is launched. Validate "195" shows up next to the 'Weight' field in the listed clinical data. Validate the 'Header - Follow-Ups' text contains "Test 1" Set the 'Comment - Follow-Up' field to "test" and click [Save].	Topics • eMAR NX
AV-89469 Summary \| Details eMAR NX - Future Start Date Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Orders This Episode Scenario 1: eMAR NX - Future Start Date label Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Search for and select "Client A" and access the Order Entry Console. Search for and select "PROVELLA TABLET ORAL" in the 'New Order' field. Select "STAT" from the 'Freq:' field and validate the 'STAT' button is selected from the 'Priority' field. Set the 'Start Date' field to a future date. Populate all the required fields and click [Add to Scratchpad]. Search for and select "Acetaminophen et ACETAMINOPHEN 500 MG Tablet ORAL" in the 'New Order' field. Select any unscheduled routine frequency code from the 'Freq:' field and validate the 'Routine' button is selected from the 'Priority' field. Set the 'Start Date' field to a future date. Populate all the required fields and click [Add to Scratchpad]. Search for and select "PREMARIN INTRAVENOUS 25 MG POWDER FOR SOLUTION INTRAVENOUS" in the 'New Order' field. Select any continuous frequency from the 'Freq:' field and validate the 'Other' button is selected from the 'Priority' field. Set the 'Start Date' field to a future date. Validate the 'Route' dropdown list contains "INTRAVENOUS". Set the 'Admin Method' field to "IV Primary". Populate all the required fields and click [Add to Scratchpad]. Search for and select "BENEHealth Acetaminophen 500 MG TABLET ORAL" in the 'New Order' field. Select any PRN freqeuncy from the 'Freq:' field and validate the 'PRN' button is selected from the 'Priority' field. Set the 'Start Date' field to a future date. Populate all the required fields and click [Add to Scratchpad]. Search for and select "DIBENZYLINE 10 MG CAPSULE ORAL" in the 'New Order' field. Select any frequency that is configured as 'Other' from the 'Freq:' field and validate the 'Other' button is selected from the 'Priority' field. Set the 'Start Date' field to a future date. Populate all the required fields and click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all the interactions and click [Save Override and Exit]. Validate the 'Order Grid' contains 5 new orders. Access 'eMAR NX'. Validate an order for "PROVELLA TABLET ORAL" is displayed under 'STAT/NOW'. Validate the 'Order Description' field contains a label stating "Future Start Date:". Validate the 'Overdue/Unscheduled' column contains a 'Due' button; displayed in the secondary white/red format. Click on the 'Ellipsis' and select the 'Order Details' option. Validate an 'Order Details' dialog is displayed and contains a label stating "Future Start Date". Click [Close - X]. Validate an order for "ACETAMINOPHEN 500 MG Tablet ORAL" is displayed under 'Scheduled/Routine'. Validate the 'Order Description' field contains a label stating "Future Start Date:". Validate the 'Overdue/Unscheduled' column contains a 'Due' button; displayed in the secondary white/blue format. Click on the 'Ellipsis' and select the 'Order Details' option. Validate an 'Order Details' dialog is displayed and contains a label stating "Future Start Date". Click [Close - X]. Validate an order for "PREMARIN INTRAVENOUS 25 MG POWDER FOR SOLUTION INTRAVENOUS" is displayed under 'Continuous'. Validate the 'Order Description' field contains a label stating "Future Start Date:". Validate the 'Overdue/Unscheduled' column contains a 'Document' button; displayed in the secondary white/blue format. Click on the 'Ellipsis' and select the 'Order Details' option. Validate an 'Order Details' dialog is displayed and contains a label stating "Future Start Date". Click [Close - X]. Validate an order for "BENEHealth Acetaminophen 500 MG TABLET ORAL" is displayed under 'PRN'. Validate the 'Order Description' field contains a label stating "Future Start Date:". Validate the 'Overdue/Unscheduled' column contains a 'Dose' button; displayed in the secondary white/blue format. Click on the 'Ellipsis' and select the 'Order Details' option. Validate an 'Order Details' dialog is displayed and contains a label stating "Future Start Date". Click [Close - X]. Validate an order for "DIBENZYLINE 10 MG CAPSULE ORAL" is displayed under 'OTHER'. Validate the 'Order Description' field contains a label stating "Future Start Date:". Validate the 'Overdue/Unscheduled' column contains a 'Dose' button; displayed in the secondary white/blue format. Click on the 'Ellipsis' and select the 'Order Details' option. Validate an 'Order Details' dialog is displayed and contains a label stating "Future Start Date". Click [Close - X].	Topics • eMAR NX
AV-89786 Summary \| Details Avatar OE Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Group Setup Orders This Episode Scenario 1: OE NX - Deactivated Order Codes Steps For Internal Testing	Topics • Order Entry Console
AV-91217 Summary \| Details OE NX - Home Medications - 'Stop Date' and Controlled Substances Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Scenario 1: Create a Schedule 2 medication order using TIDw/Meals as the frequency schedule Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Search for and select any schedule II medication in the 'New Order' field Check the 'Client Reported' checkbox. Validate 'Stop Date' is not required field. Uncheck the 'Client Reported' checkbox. Validate 'Stop Date' is required field. Populate all required fields. Click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed. Click [Sign] Validate the 'Order grid' contains an order for a schedule II medication Scenario 2: OE NX - Home Medications - Validate Order Actions - New Order, Modify, Reorder, and DC Specific Setup: Two users must exist. One whose actions require validation and who is not associated with a practitioner (User A) and one whose actions do not require validation, who can validate others orders, and who is associated with a practitioner. (User B) A client must have an active inpatient episode. “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 Log into the application as "User A". Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Set the 'Ordering Practitioner' to the practitioner associated with "User B". Search for and select any Schedule IV medication in the 'New Order' field. Check the 'Client Reported' checkbox. Validate 'Stop Date' is not required field. Uncheck the 'Client Reported' checkbox. Validate 'Stop Date' is required field. Populate all required fields. Click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed. Validate that "Pending" is selected by default in the 'Output' column and click [Sign]. Select "Pending" in the 'Status' field. Validate the new order is displayed in the list of current orders with an 'Order Status' for "Pending (New Order)". Log out of the application and log back into the application as "User B". Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab and validate the pending order. Log out of the application and log back into the application as "User A". Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Set the 'Ordering Practitioner' to the practitioner associated with "User B". Select the medication in the list of current medications and click [Modify]. Select a different value in the 'Frequency' field and click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed. Validate that "Pending" is selected by default in the 'Output' column and click [Sign]. Select "Pending" in the 'Status' field. Validate the new order is displayed in the list of current orders with an 'Order Status' of "Pending (Modify Order)". Log out of the application and log back into the application as "User B". Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab and validate the pending order. Log out of the application and log back into the application as "User A". Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Set the 'Ordering Practitioner' to the practitioner associated with "User B". Select the medication in the list of current medications and click [Reorder]. Click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed. Validate that "Pending" is selected by default in the 'Output' column and click [Sign]. Select "Pending" in the 'Status' field. Validate the new order is displayed in the list of current medications with an 'Order Status' of "Pending (Reorder)". Log out of the application and log back into the application as "User B". Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab and validate the pending order. Log out of the application and log back into the application as "User A". Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Set the 'Ordering Practitioner' to the practitioner associated with "User B". Select the medication in the list of current medications and click [D/C]. Validate the 'Discontinue Date' and 'Discontinue Time' fields are disabled and contain the current date and time. Select any value in the 'Discontinue Reason' field and click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed. Validate that "Pending" is selected by default in the 'Output' column and click [Sign]. Select "Pending" in the 'Status' field. Validate the new order is displayed in the list of current medications with an 'Order Status' of "Pending (Discontinue Order)". Log out of the application and log back into the application as "User B". Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab and validate the pending order. Scenario 3: OE NX - Home Medications - Create an order using the strength of the medication and then create a new order using the "top prescribed" value. Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Check the ‘Reported’ checkbox. Search for and select "Fluconazole 200 MG Tablet Oral" in the 'New Order' field. Validate 'Stop Date' field is not required. Uncheck the ‘Reported’ checkbox. Search for and select "Fluconazole 200 MG Tablet Oral" in the 'New Order' field. Validate the 'Stop Date' field is not required. Validate the 'Dose Unit' field contains "Tablet". Set the 'Dose' field to "200" and set the 'Dose Unit' field to "Milligram". Populate all required fields. Click [Add to Scratchpad] and [Final Review]. If an 'Interactions' dialog is displayed, override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Validate the 'Order grid' contains the new order. Search and select "Fluconazole 200 MG, Tablet, Oral Tablet (200 Milligrams 3 TIMES A DAY)" in the 'New Order' field. Validate the 'Dose' field contains "200", the 'Dose Unit' field contains "Milligram", and the 'Frequency' field contains "3 TIMES A DAY". Populate all required fields. Click [Add to Scratchpad] and [Final Review]. Validate an 'Interactions' dialog may be displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Validate the 'Order grid' contains the two orders.	Topics • Home Medications • Order Entry Console • Orders
AV-91952 Summary \| Details Task List - Witnessed By Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Task List Scenario 1: Task List - Dietary-Oral - STAT - Witness Required Specific Setup: A dietary-oral type order code must exist. (Diet Order A) An unscheduled STAT frequency code must exist. (Frequency Code A) Two users must exist. (User A) (User B) Must be currently logged into the application as "User A". A client must have an active episode. (Client A). “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select “Client A” and access the Order Entry Console. Search for and select "Diet Order A" from the 'New Order' field. Select "Frequency Code A" from the 'Frequency' field. Populate all required fields. Click [Add to Scratchpad] and [Sign]. Validate the order is displayed in the 'Order grid'. Access 'Task List'. Search for and select "Client A" from the 'Search Patients' field. Validate a "STAT Dietary - Oral Admin", "Dietary - Oral Order Acknowledgement" and "Dietary - Oral Order Education" is shown in the 'Unscheduled' column. Click the 'STAT Dietary - Oral Admin' link. Check the "Diet Code A" order and click [Administer]. Click [Acknowledge] and then [Educate]. Validate the 'Date of Administration' field contains the current date. Validate the 'Time of Administration' field contains the current time. Validate the 'Scheduled Date' field contains the current date. Validate the 'Witnessed By' field is required. Set the 'Witnessed By' field to "User A". Validate a message is displayed stating "Witnessed By" cannot be the same as "Administered By" and click [OK]. Set the 'Witnessed By' field to "User B". Validate the 'Password' field is required. Populate any remaining required fields and click [Sign]. Validate the Unscheduled column does not contain "STAT Dietary - Oral Admin", "Dietary - Oral Order Acknowledgement" or "Dietary - Oral Order Education".	Topics • eMAR NX • NX Only
AV-93113 Summary \| Details Task List - "N/A" in 'Scheduled Time' 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 Access 'Frequency Code Setup' form. Select "Add New code" from the 'Add/Edit Frequency Code' field. Set the 'New Frequency Code' field to "Z1W" and 'Frequency Code Description' field to "Once a week on Friday as Needed (Z1W)". Select "PRN" from the Routine or PRN(As Needed)' and "No" from the 'One Time Only' fields. Set the 'Times/24 Hours' field to "1." Select "No" from the 'Interval Frequency' and "Not Daily" from the 'Daily Administration' fields. Check the "Friday" checkbox from the 'Days Administered' field and click [Submit]. Validate a message is displayed that states "Frequency Code Setup has completed. Do you wish to return to form?" and click [No]. Access the 'Task Definitions' form. Select "Add" in the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "PRNTASK" and press the Tab key. Set the 'Task Title' field to "PRNTASK EXAMPLE" and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" in the 'Task Type' field. Search for and select "PRNTASK EXAMPLE (PRNTASK)" in the 'Task Group/Definition' field. Select "Add" in the 'Add/Edit/Delete Association' field. Select "Order Entry" in the 'Order Event' field. Search for and select "Order Code A" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Click the 'User Menu' and select 'Refresh Forms'. Select “Client A” and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Select "Once a week on Friday as Needed (Z1W)" from the 'Frequency' field and validate "PRN" is pressed in the 'Priority' field. Populate all other required fields. Click [Add to Scratchpad] and [Sign]. Validate the order for "Order Code A" is displayed in the 'Order Grid'. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate tasks for "Dietary Order Acknowledgement" and "Dietary Order Education" are shown in the 'Unscheduled' column. Hover over the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed. Validate the PRN tasks dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC". Move away the cursor from '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is not displayed. Hover over the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed. Click the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed. Access the 'Flowsheet' tab Validate the 'PRN tasks' pop-up dialog is not displayed. Access the 'Task List' widget. Validate the 'PRN tasks' pop-up dialog is not displayed. Click the '(1) PRN Tasks' link. Validate the PRN tasks dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC". Validate the 'Dietary' dialog contains the order details and 'Administer' link. Click the 'Administer' link and validate the 'Nutrition Orders' dialog is displayed. Validate the 'Nutrition Orders' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC". Check the PRN order checkbox and click [Administer]. Validate the 'Order Acknowledgement' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC". Validate the 'Acknowledged By' field contains the currently logged in user and their credentials. Clear the 'Acknowledged By' field. Validate the 'Acknowledge' button is disabled. Search for and select the currently logged in user from the 'Acknowledged By' field. Validate the 'Acknowledge' button is enabled. Click [Acknowledge]. Validate the 'Education' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC". Validate the 'Educated By' field contains the currently logged in user and their credentials. Clear the 'Educated By' field. Validate the 'Educate' button is disabled. Search for and select the currently logged in user from the 'Educated By' field. Validate the 'Educate' button is enabled. Click [Educate]. Validate the 'Dietary Administration' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC". Validate the 'Date of Administration' field contains "Today's Date". Validate the 'Time of Administration' field contains "Current time". Validate the 'Scheduled Date' field contains "Today's Date". Validate the 'Schedule Time' field contains "N/A". Select any successful administration event from the 'Administration Event' field and click [Address Alerts]. Validate the 'Dietary Administration Warning' dialog is displayed and override all the warnings. Populate all the required fields and click [Sign]. Validate the Unscheduled column does not contain "Dietary Order Acknowledgement" and "Dietary Order Education". Click the 'PRN Tasks' link. Validate the 'PRN tasks' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC". Validate the 'Dietary' dialog contains "Last Completed: Today Date Current Time". Click [Task Dialog - Close].	Topics • Task List
AV-93998 Summary \| Details eMAR NX - One-Time-Only orders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Order Entry Console Orders This Episode Scenario 1: eMAR NX - Document Additional Dose - Other Specific Setup: A client must have an active inpatient 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 Select “Client A” and access the Order Entry Console. Select and set any pharmacy type order "Order Code A" in 'New Order' field. Set the 'Duration' field to "5" and select 'Hours'. Set the 'Freq' field to "Every Hour". Populate the rest of the required fields. Click [Add to Scratchpad] and [Sign]. Validate "Order Code A" is displayed in the 'Order grid' Navigate to the 'eMAR' tab. Validate an order for "Order Code A" is shown with five scheduled administration time set, starting from the nearest hour. Click the 'Ellipsis' and select 'Document Additional Dose' and validate the 'Date of Administration' contains the current date. Validate the "Scheduled Undocumented Doses" text area contains the current date with 5 rows for the next 5 hours starting from the nearest hour. Validate the "Administration Events Recorded" text-area is blank. Click the 'Ellipsis' and select "Other" and click [Select] Populate the required fields and click [Save]. Validate "Current Hour" cell contains dose unit and time of administration. Validate "Schedule/Routine - Last Given Badge" contains today's date and time of administration Validate "Schedule/Routine - Next Due" contains today's date and one hour from now. Select "Daily" from the 'View' dropdown. Validate "1 Successful" is present under current date column. Scenario 2: eMAR NX - Scheduled OTO - Document Additional Dose Specific Setup: A client must have an active inpatient 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 Select “Client A” and access the Order Entry Console. Select and set any pharmacy type order "Order Code A" in 'New Order' field. Set the 'Duration' field to "5" and select 'Hours. Select "One Time Only" in the 'Freq' field. Populate the remaining required fields. Click [Add to Scratchpad] and [Sign]. Validate "Order Code A" is displayed in the 'Order grid' Navigate to the 'eMAR' tab. Validate an order for "Order Code A" is shown with one scheduled administration. Click the 'Ellipsis' and select "Document Additional Dose" and validate the 'Date of Administration' contains the current date. Validate the "Scheduled Undocumented Doses" text area contains the current date. Validate the "Administration Events Recorded" text-area is blank. Click the 'Ellipsis' and select "Other" and click [Select]. Populate the required fields and click [Save]. Validate the "Current Hour" cell contains dose unit and time of administration. Validate "Schedule/Routine - Last Given Badge" contains today's date and time of administration Select "Daily" from the 'View' dropdown. Validate "1 Successful" is present under current date column.	Topics • eMAR NX • Order Entry Console
AV-94405 Summary \| Details Treatment Plan - 'Practitioner' validations Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Registry Settings (PM) Treatment Plan Scenario 1: Treatment Plan - Staff member "Look-up" field results validation Specific Setup: In form "Treatment Plan", have a client [TestClient] with an existing treatment plan created. Note the current "Plan Date" set on the plan. [TestDate]. Have or create a staff member [StaffA] in form "Practitioner Enrollment" that has a "Start Date" submitted that set to a date later than [TestDate]. Have or create a staff member [StaffB] in form "Practitioner Enrollment", that has a "Start Date" submitted that is set to a date prior to [TestDate]. Have registry setting "'Practitioner Not Enrolled Warning" set to "W". Have access to form "Registry Settings". Steps Select [TestClient] and open the "Treatment Plan" form. In the pre-display, select the existing row for edit. Click [Launch Plan]. Click [Add New Problem]. Populate any required fields. Navigate to either the "Staff Assigning" field or "Staff Responsible" search field. Enter [StaffA] and click search. Validate the practitioner is found and the entry is accepted. Clear the search field. Enter [StaffB] and click search. Validate a "Warning" dialog is displayed stating "Warning! Clinician [TestClient] is Not Active for Treatment Plan Date". Click [OK]. Validate the entry for [StaffB] remains in the "Staff Responsible" field as expected, since this was only a warning message. Click [Add New Goal]. Repeat step 1d. Validate results are as expected. Click [Add New Objective]. Repeat step 1d. Validate results are as expected. Click [Add New Intervention]. Repeat step 1d. Validate results are as expected. Submit the form. Validate submission is successful. Open form "Registry Settings". Search for setting "'Practitioner Not Enrolled Warning". Set to registry setting value to "E". Submit the form. Select [TestClient] and reopen the "Treatment Plan" form. In the pre-display, select the existing row for edit again. Click [Launch Plan]. Click [Add New Problem] to add another problem. Populate any required fields. Navigate to either the "Staff Assigning" field or "Staff Responsible" search field. Enter [StaffA] and click search. Validate the practitioner is found and the entry is accepted. Clear the search field. Enter [StaffB] and click search. Validate this time an "Error" dialog is displayed stating, "Warning! Clinician [TestClient] is Not Active for Treatment Plan Date". Click [OK]. Validate the entry for [StaffB] has been cleared from the field and replaced with the previous valid entry of [StaffA], as expected since this was an "Error" message. Click [Add New Goal] to add another goal. Repeat step 3d. Validate results are as expected. Click [Add New Objective] to add another objective. Repeat step 3d. Validate results are as expected. Click [Add New Intervention] to add another intervention. Repeat step 3d. Validate results are as expected. Submit the form. Validate submission is successful.	Topics • Practitioner • Registry Settings • Treatment Plan
AV-94505 Summary \| Details Avatar NX - Smartphone Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Progress Notes (Group and Individual) Scenario 1: Smartphone - validate session timeout Steps Internal Testing Only.	Topics • NX Only
AV-94789 Summary \| Details Avatar NX - Treatment Plan Scenario 1: 'All Documents' widget - Validate 'Treatment Plan' records Specific Setup: A client must be enrolled in an existing episode and have 2 or more problems on file (Client A). A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view). The 'Predefined Default' registry setting must be enabled for the 'Treatment Plan'. Document routing must be enabled for the 'Treatment Plan'. The logged in user must have an associated staff member. Steps Select "Client A" and access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Populate any required and desired fields. Select "Draft" in the 'Treatment Plan Status' field. Select two problems from the 'Problems' grid to include in the plan. Click [Submit]. Access the 'Treatment Plan' form. Select the plan created in the previous step. Validate all the fields display as expected. Click [Launch Plan]. Select first problem in the treatment tree. Validate the 'Problem' field displays in focus. Validate the 'Predefined' field does not show a value selected. Select the desired value from the 'Status' field. Validate "Yes" is selected in the 'Predefined' field. Edit the description in the 'Problem' field. Validate "No" is selected in the 'Predefined' field. Select the second problem in the treatment plan tree. Validate the 'Problem' field displays in focus. Select the desired value from the 'Status' field. Validate "Yes" is selected in the 'Predefined' field. Populate all desired fields. Click [Return To Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK]. Submit the form. Select "Client A" and navigate to the 'All Documents' view. Refresh the 'All Documents' widget. Select 'All Forms'. Select "Treatment Plan" in the 'Form Description' field. Validate the record is present and displays "Draft" in the 'Workflow Status' field and select it. Validate the 'Console Widget Viewer' displays the plan in the previous steps. Click [Open Record]. Validate the 'Treatment Plan' form opens with the draft from the previous steps. Make any desired changes. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate a 'Confirm Document' dialog is displayed with the treatment plan data. Click [Accept and Route]. Enter the password associated to the logged in user and click [Verify]. Select the practitioner associated to the logged in user as an approver and click [Submit]. Refresh the 'All Documents' widget. Select 'All Forms'. Select "Treatment Plan" in the 'Form Description' field. Verify the record is present and displays "Final" in the 'Workflow Status' field and select it. Validate the treatment plan is displayed in the 'Console Widget Viewer'. Validate the [Append] button is not displayed since the document has not yet been approved. Click [Close All]. Navigate to 'My To Do's' widget. Validate a To Do is displayed for "Client A". Approve the To Do. Validate the To Do is no longer displayed for "Client A". Select "Client A" and navigate to the 'All Documents' view. Select 'All Forms'. Select "Treatment Plan" in the 'Form Description' field. Select the finalized treatment plan. Validate the treatment plan is displayed in the 'Console Widget Viewer'. Validate the [Append] button is now displayed. Click [Append]. Validate the 'Append Documents' form is displayed. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field. Click [Submit]. Validate a 'Confirm Document' dialog is displayed. Click [Accept]. Enter the password for the logged in user and click [Verify]. Click [No] to close the form. Refresh the 'All Documents' view. Select 'All Forms'. Select "Treatment Plan" in the 'Form Description' field. Select the finalized treatment plan. Validate the treatment plan is displayed in the 'Console Widget Viewer' with the comments appended to the end. Click [Close All]. Scenario 2: Avatar NX - Treatment Plan Copy - Validate the 'Predefined' field functionality Specific Setup: A copy of the 'Treatment Plan' form must be defined (Treatment Plan Copy). A client must be enrolled in an existing episode and have 2 or more problems on file (Client A). The 'Predefined Default' registry setting must be enabled for the 'Treatment Plan Copy'. Steps Select "Client A" and access the 'Treatment Plan Copy' form. Enter the desired date in the 'Plan Date' field. Select the desired value in the 'Plan Type' field. Populate any required and desired fields. Select "Draft" in the 'Treatment Plan Copy Status' field. Select two problems from the 'Problems' grid to include in the plan. Click [Submit]. Access the 'Treatment Plan Copy' form. Select the plan created in the previous step. Validate all the fields display as expected. Click [Launch Plan]. Select first problem in the treatment tree. Validate the 'Problem' field displays in focus. Validate the 'Predefined' field does not show a value selected. Select the desired value from the 'Status' field. Validate "Yes" is selected in the 'Predefined' field. Edit the description in the 'Problem' field. Validate "No" is selected in the 'Predefined' field. Select the second problem in the treatment plan tree. Validate the 'Problem' field displays in focus. Select the desired value from the 'Status' field. Validate "Yes" is selected in the 'Predefined' field. Populate all desired fields. Click [Return To Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK]. Select "Final" in the 'Treatment Plan Copy Status' field. Click [Submit].	Topics • All Documents Widget • ToDo's • Treatment Plan
AV-95211 Summary \| Details Document Routing - Routing to supervisor Scenario 1: Document Routing - Approve and Accept - Supervisor as Final Approver Steps Open the "User Definition" form. Navigate to the "Document Routing" section. Set "Supervisor Approval Required for Documents" to "Yes". Click "Forms Requiring Supervision". Select the forms that will require supervisor. File form. Open the "Document Routing Setup". Select the "Progress Note" to be tested. Select "Yes" in "Enable Document Routing". Select "Yes" in "Skip Password Entry". Select "Yes" in "Approver Required". Select "Yes" in "Final Approver Required". File the form. Open the "Progress Note" form that was setup in "Document Routing Setup" form. Fill out all required fields for an Independent progress note. Select a "Note Type" that will enable "Accept and Route" or "Sign and Route" button on "Route Document To" screen. Set "Draft/Final" to "Final". Submit the form. Validate the "Search Here - Supervisor" search field is not a required field. Validate the "Search Here - Team" search field is not a required field. Validate the "Search Here - Add Approver" search field is not a required field. Validate that as long as an "Approver" checkbox is selected for a "Supervisor" and the "Final Approver" checkbox is selected for the "Approver" checkbox, the 'Submit' button is enabled. Scenario 2: Document Routing - Supervisor "Final Approver" required for Documents Specific Setup: Have a form [TestForm] enabled for "Document Routing". In form "Document Routing Setup" have the following prompts set for [TestForm]: "Approver Required" is set to "Yes". "Require Final Approver" is set to "Yes". "Approver List Defaults" set to "Default From Last Filing". Have two users who are staff members. [StaffA] and [StaffB], In form "User Definition" have the following setting set: [StaffA] is set up with prompt "User Can be Final Approver" set to "Yes" and [TestForm] selected in prompt "Select Forms For Final Approval" field, [StaffB] is a user who is set up with prompt "Supervisor Approval Required for Documents" set to "Yes" and [TestForm] selected in the "Select Forms Requiring Supervisor" field, Log in as [StaffB]. Steps Open [TestForm]: Select the desired client. Populate all required and desired fields. Select "Final" from the 'Draft/Final' field. Click [Submit Note]. At the 'Route Document to' screen: Search for and add [StaffB] in the approver search field. Click the "Approver" check box next to their name. Validate the [Submit] button is not enabled yet. Search for and add [StaffA] in the "Supervisor" search field. Click the "Final Approver" check box next to their name. Validate the [Submit] button is now enabled. Click [Submit]. Validate the form submits successfully. At the home view, navigate to the 'My To Do's' widget. Locate the 'To Do' for the document submitted in step 1. Open the 'To Do'. Validate document is displayed as expected. Click [Accept] and [Sign]. Validate the 'To Do' is removed from the 'To Do' list. Open [TestForm] again. Select the desired client. Populate all required and desired fields. Select "Final" from the 'Draft/Final' field. Click [Submit Note]. At the 'Route Document to' screen: Validate [StaffA] has defaulted in from the last filing in step 1, as expected. Search for and add [StaffB] in the approver search field. Click the "Approver" check box next to their name. Validate the [Submit] button is not enabled yet. Click the "Final Approver" check box next [StaffA]. Validate the [Submit] button is now enabled. Click [Submit]. Validate the form submits successfully. At the home view, navigate to the 'My To Do's' widget. Locate the 'To Do' for the document submitted in step 2. Open the 'To Do'. Validate document is displayed as expected. Click [Accept] and [Sign]. Validate the 'To Do' is removed from the 'To Do' list. Log out as [StaffB]. Log in as [StaffA]. At the home view, navigate to the 'My To Do's' widget. Locate the 'To Do' for the document submitted in step 1. Open the 'To Do'. Validate document is displayed as expected. Click [Accept] and [Sign]. Validate the 'To Do' is removed from the To Do list. Return to the 'To Do' list. Locate the 'To Do' for the document submitted in step 2. Open the 'To Do'. Validate document is displayed as expected. Click [Accept] and [Sign]. Validate the 'To Do' is removed from the 'To Do' list.	Topics • Document Routing
AV-95243 Summary \| Details Task List - Specimen Collection - Collection Site Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Task List Collect Specimens Order Code Setup Scenario 1: Task List - Lab - Registry Setting - Enable Specimen Site Selection Tree set to "Y" and and 'Specimen Site - eMAR' extended attribute Specific Setup: The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry setting must be set to "Y". The ‘(10245) Specimen Site - eMAR’ extended attribute must be set to “Required” in the Order Entry Client Information ‘(10245) Specimen Type’ dictionary for "Bone Marrow". The ‘(10245) Specimen Site - eMAR’ extended attribute must be set to “Enabled” in the Order Entry Client Information ‘(10245) Specimen Type’ dictionary for "Blood". 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 client must have an active inpatient episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select “Client A” and access the Order Entry Console. Search for and select "Lab Code A" from the 'New Order' field. Populate all required fields. Click [Add to Scratchpad] and [Sign]. Validate the order is displayed in the 'Order grid'. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Click the 'Lab Collection' link. Check the "Lab Code A" order and click [Collect]. Click [Acknowledge] and [Educate]. Validate the 'Collection Event' dialog is launched. Click [Select Site]. Validate a message is displayed stating "Specimen Type should be selected" and click [OK]. Select "Bone Marrow" from the 'Specimen Type' field. Validate the 'Collection Site' field is required. Select "Blood" from the 'Specimen Type' field. Validate the 'Collection Site' field is not required. Populate any remaining required fields and click [Sign]. Scenario 2: Task List - Lab - Registry Setting - Enable Specimen Site Selection Tree set to "N" and 'Specimen Site - eMAR' extended attribute Specific Setup: A Lab-type order code must exist. (Lab Order A). The ‘(10245) Specimen Site - eMAR’ extended attribute must be set to "Enabled" in the Order Entry Client Information ‘(10245) Specimen Type’ dictionary for "Bone Marrow". The ‘(10245) Specimen Site - eMAR’ extended attribute must be set to “Disabled” in the Order Entry Client Information ‘(10245) Specimen Type’ dictionary for "Blood". The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry setting must be set to "N" Please log out of the application and log back in after completing the above configuration. A client must have an active inpatient episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select “Client A” and access the Order Entry Console. Search for and select "Lab Order A" from the 'New Order' field. Populate all required fields. Click [Add to Scratchpad] and [Sign]. Validate the order is displayed in the 'Order grid'. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Click the 'Lab Collection' link. Check the "Lab Code A " order and click [Collect]. Click [1 Acknowledge] and then [1 Educate]. Select "Blood" from the 'Specimen Type' field. Validate the 'Collection Site' field "is disabled". Select "Bone Marrow" from the 'Specimen Type' field. Validate the 'Collection Site' field "is enabled". Select "Right Hand" from the 'Collection Site' field. Select any successful administration event from the 'Collection Event' field. Populate any remaining required fields and click [Sign].	Topics • Task List
AV-96365 Summary \| Details Avatar NX - View Definition Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: NX View Definition View Definition Scenario 1: Avatar NX - Validate the 'Default Client Information Header to Condensed View' selection in 'View Definition' Specific Setup: A client must be enrolled in an existing episode (Client A). The logged in user must have access to the 'View Definition' and 'NX View Definition' forms. Steps Access the 'View Definition' form. Click [Select View]. Select "Add View" from the 'Select Views' field and click [OK]. Enter the desired value in 'View ID' field. Enter the desired value in 'View Description' field. Note: this will be referred to as "View A". Select "Home View" from the 'View Type' field. Select the desired value from 'Allow User To Customize View' field. Click [Launch View Designer]. Select the "Include Client Information header in view" check box. Validate "Default Client Information header to condensed view" check box displays enabled as expected. Select the "Default Client Information header to condensed view" check box. Click [Submit], [Submit] and [No]. Access the 'NX View Definition' form. Select "User" from the 'User or Role' field. Search and select the logged in user from the 'Select User' field. Click [Additional myDay Views]. Select "View A" from 'Select Additional Views' field. Click [OK] and [File] Validate an 'Avatar NX View Definition' message stating: "Filed" and click [OK]. Close the form. Navigate to "View A" and select "Client A". Validate the 'Client Information header' displays the selected client details and is condensed as expected. Access the 'View Definition' form. Click [Select View]. Select "View A" from the 'Select Views' field and click [OK]. Click [Launch View Designer]. Validate the 'Include Client Information header in view' and 'Default Client Information header to condensed view' check boxes display selected as expected. Close the form.	Topics • View Definition
AV-96747 Summary \| Details OE NX - Ad Hoc Reconciliation 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 - Intra-episode Ad Hoc Medication Reconciliation Specific Setup: Avatar OE 2024 Update 31 and myAvatar NX Release 2024.07.00 are required in order to utilize full functionality. The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation within the Order Entry Console' registry setting must be set to "ADM&DIS&AD_HOC". The '(10911) Type Of Reconciliation' extended attribute must be set to "Intra-episode" in the Order Entry Tabled Files '(10910) Ad Hoc Medication Reconciliation Type' for "Return From Leave". Please log out of the application and log back in after completing the above configuration. A client must have active inpatient episode. “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Create 2 pharmacy-type orders (Order A, Order B) Access the 'Ad Hoc Reconciliation' tab. Select "Return from leave" from the 'Type' field. Validate "Order A" and "Order B" are displayed in the 'Before Reconciliation' grid. Select "Order A" and click [Modify]. Populate the required fields and make any changes to the 'Order Details' for "Order A" and click [Add to Scratchpad]. Validate "Order A" displays in the 'After Reconciliation' grid with an 'Action' of "Modify". Select "Order B" and click [Continue]. Validate "Order B" displays in the 'After Reconciliation' grid with an 'Action' of "CONT". Search for and select a pharmacy-type order code in the 'New Order' field. Populate all required fields and click [Add to Scratchpad]. Validate the 'After Reconciliation' grid contains: "Order A" with an 'Action' of "Modify". "Order B" with an 'Action' of "CONT". The new order with an 'Action' of "NEW". Click [Hold in Pending Status]. Validate the 'Load prior Reconciliation' field contains "Return From Leave - Ordering Practitioner information - Date and time (Pending)". Click [Edit Pending Reconciliation]. Validate a message stating " Ad Hoc Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." is displayed and click [Ok]. Click [Reconcile & Sign]. Validate the 'Ad Hoc Reconciliation' tab is in view-only mode. Select the 'Orders This Episode' tab. Validate that the 'Order grid' contains three orders. Scenario 2: OE NX - Inter-episode Ad Hoc Medication Reconciliation Specific Setup: Avatar OE 2024 Update 31 and myAvatar NX Release 2024.07.00 are required in order to utilize full functionality. The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation within the Order Entry Console' registry setting must be set to "ADM&DIS&AD_HOC". The '(10911) Type Of Reconciliation' extended attribute must be set to "Inter-episode" in the Order Entry Tabled Files '(10910) Ad Hoc Medication Reconciliation Type' for "Interrupted Stay/Readmission". 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. "Client A" must have a discharged episode where orders were D/C due to discharge (Order 1, Order 2, Order 3) Steps Select "Client A" and access the Order Entry Console. Create 3 pharmacy-type orders (Order A, Order B, Order C). Access the 'Ad Hoc Reconciliation' tab. Select "Interrupted Stay/Readmission" from the 'Type' field. Validate the orders from the discharged episode are displayed in the 'Before Reconciliation' grid. Validate the orders created on 'Orders This Episode' for the current episode are displayed in the 'After Reconciliation' grid. Select "Order 1" under 'Before Reconciliation' and click [Do not add]. Select "Order 2" and "Order 3" under 'Before Reconciliation' and click [Add to Scratchpad]. Validate that "Order 2" and "Order 3" are displayed correctly in the 'After Reconciliation' grid. Select "Order A" and click [Continue]. Select "Order B" and click [DC]. Select "Order C" and click [Modify]. Make any changes to "Order C" and click [Update Order]. Click [Hold in Pending Status] and validate the 'Ad Hoc Reconciliation' tab displays in a pending status. Click [Edit Pending Reconciliation] and validate a message displays stating: "Ad Hoc Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [Ok]. Make any changes to the current 'Ad Hoc Reconciliation'. Click [Restart Reconciliation] and validate a message displays stating: "Clicking Restart will discard all current changes. Are you sure you wish to restart?" and click [Yes]. Validate the 'Ad Hoc Reconciliation' tab displays how it did after clicking [Hold in Pending Status]. Click [Discard]. Validate a message is displayed stating: "This action will permanently discard the Pending Ad Hoc Reconciliation. Are you sure you wish to continue?" and click [No]. Click [Reconcile and Review]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' column for all orders and click [Sign]. Validate the 'Ad Hoc Reconciliation' tabs displays in a view only status with the [Add New] button enabled and the 'Load Prior Reconciliation' field containing the details from the now filed 'Ad Hoc Reconciliation'. Select the 'Orders This Episode' tab Validate that the 'Order grid' contains four orders.	Topics • Order Entry Console
AV-97017 Summary \| Details eMAR NX - 'Default Administration Event Code' Registry Setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dictionary Update (CWS) eMAR Orders This Episode Registry Settings (CWS) Scenario 1: eMAR NX - An error is displayed after clicking Administer when default administration code is set to "inactive". Specific Setup: An inactive dictionary code must exist for the eMAR Tabled Files '(10000) Administration Event' dictionary. (Dictionary Code A) The 'Avatar eMAR->General->Settings->->->Default Administration Event Code' registry setting must be set to "Dictionary Code A". 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 code with scheduled hours of administration must exist. (Frequency 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. Steps Select “Client A” and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Set the 'Freq:' field to "Frequency Code A". Populate all remaining required fields and click [Add to Scratchpad], and [Sign]. Access the 'eMAR' widget. Select one of the administration events and click [Administer]. Complete 'Order Acknowledgement' and 'Client Education' and validate the 'Medication Administration' dialog is launched. Validate the 'Administration Event' field is not populated. Populate all required fields, override any alerts, and click [Save].	Topics • eMAR NX
AV-97069 Summary \| Details Avatar NX - CCInbox Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CC Inbox Scenario 1: Avatar NX - Validate the 'CCInbox - New Messages' icon Specific Setup: A user must be defined with many unread emails in the 'CareConnect Inbox' (User A). An additional view must be defined containing the 'CareConnect Inbox' widget (View A). Steps Log in with "User A". Validate an 'envelope' icon in the header banner displays with a total email count. Hover over the 'envelope' icon and validate the tooltip displays "CCInbox - New Messages" and a breakdown of the total count of individual and group emails. Navigate to "View A". Validate 'CareConnect Inbox' widget display as expected. Validate the 'Inbox' field on the 'CareConnect Inbox' displays the total count of individual emails matching the count in the 'CCInbox - New Messages' tool tip. Click on the 'Inbox' field. Click any unread email and validate it opens as expected. Validate the 'Inbox' field reduces the total email count by 1 as expected. Validate the total count on the 'envelope' icon refreshes and reduces by 1 as expected. Please note: this may take a few minutes to update.	Topics • NX Only
AV-97341 Summary \| Details eMAR NX - Put Orders On Hold During Leave Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Leaves Orders This Episode Scenario 1: OE NX - Put Orders On Hold During Leave Specific Setup: Avatar PM 2024 Update 36, Avatar OE 2024 Update 35, Avatar eMAR 2024 Update 16, Avatar CWS 2024 Update 48 and myAvatar NX Release 2024.07.00 is required in order to utilize full functionality. The "(772) Discontinue or Hold Orders Upon Leave" extended attribute must be set to "Hold" in the Client '(757) Types Of Leave From' dictionary for "Leave" Please log out of the application and log back in after completing the above configuration. A client must have an active inpatient episode (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code. Populate the required fields and click [Add to Scratchpad]. Search for and select any lab-type order code. Populate the required fields selecting a "PRN" frequency and click [Add to Scratchpad]. Search for and select any dietary oral-type order code. Populate the required fields and click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains three orders. Access the 'Leaves' form. Populate the required fields selecting "Leave" from the 'Type of Leave From' field and click [Submit]. Access the Order Entry Console. Validate the 'Order grid' contains the three orders with each having an action of "Active (On Hold automatically upon leave - Leave)". Access 'eMAR NX' for "Client A". Validate there is a banner across the pharmacy-type order hour columns displaying "Leave (Leave) Effective (leave date and leave time)". Click [Scan Client], populate the required fields, and click [Save]. Perform 'Client Education' and 'Order Acknowledgement'. Click the ellipsis for the pharmacy-type order and select "Document Additional Dose". Validate the 'Select Administration Time' dialog is launched. Select any value in the 'Scheduled Undocumented Doses' section and click [Select]. Validate the order is displayed in the 'Medication List' and click [Administer]. Validate the 'Medication Administration' dialog is displayed. Populate the required fields. Click [Address Alerts] and validate there is an alert on the 'Administration Date/Time' tab that displays "This Administration Event is occurring while the order is on hold due to leave (Leave)." Override any alerts and click [Save Override(s)] and [Close]. Click [Save]. Validate a cell displays administration data for the time selected. Access 'Task List'. Search for and select "Client A" in the 'Search Clients' field. Validate the 'Dietary Oral-type' does not display. Click 'PRN Tasks' Validate the 'Lab' order is displayed, select the order, and click [Collect]. Perform 'Order Acknowledgement' and 'Education'. Validate the 'Specimen Collection' dialog is displayed. Populate the required fields. Click [Alerts] and validate a warning displays "This Administration Event is occurring while the order is on hold due to leave (Leave)." Override any alerts and click [Save Override(s)] and [Close]. Click [Sign]. Access the Order Entry Console. Select the Dietary Oral-type order in the 'Order grid' and click [Resume], [Add to Scratchpad], and [Sign]. Access 'Task List'. Click the 'Dietary-Oral Admin' for the next collection time. Click the checkbox for the order and click [Administer], [Acknowledge], and [Educate]. Validate the 'Dietary-Oral Administration' dialog is displayed Populate the required fields. Click [Alerts], override any alerts and click [Save Override(s)] and [Close]. Click [Sign].	Topics • eMAR NX
AV-97477 Summary \| Details Avatar NX - Scheduling Calendar Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Scheduling Calendar Scenario 1: Scheduling Calendar - Field Validations Specific Setup: A site must be defined with many practitioners (Site A). Steps Access the 'Scheduling Calendar'. Select "Site A" from the 'Site' field. Validate the 'Staff members' field displays the list of all the staff members as expected. Validate the addition of a newly added 'Search' field for staff members. Enter the desired value in the 'Search' field. Validate the 'Staff members' field filters the list and displays matching staff as expected. Select the desired staff member from the list. Validate the 'Appointment' table displays hours and appointments for the selected staff as expected. Deselect the selected staff member. Validate 'Appointment' table no longer displays hours and appointments for the staff member. Clear the 'Search' field. Validate the list of all staff members displays as expected. Click [Dismiss] and [OK].	Topics • Scheduling Calendar
AV-97570 Summary \| Details "Greenspace" - Integration Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: NX View Definition View Definition Scenario 1: Greenspace (Third Party Application) Integration - 'NX View Definition' setup and validations Specific Setup: Have an active user [UserA], that is not assigned to a user role Have an active user [UserB], that is assigned to any user role [TestRole] Steps Open form "NX View Definition" Validate field "Third Party Application" is present on the form Select "User" in the "User or Role" field Select [UserA] in the "Select User" field In the "Third Party Application" field, select "Greenspace" option Click [File] Re-select [UserA] in the "Select User" field Validate all fields are populated as expected Close the form Re-open form "NX View Definition" Select "Role" in the "User or Role" From the "Select User Role" field, select [TestRole] In the "Third Party Application" field select the "Greenspace" option Click [File] Re-select [TestRole] in the "Select User Role" field Validate all fields are populated as expected Close the form Return to the "NX View Definition" Navigate to the "Third Party Integrations" section. In the "Configuration to Edit", select the current testing server In the "Third-Party Application" field, select "Greenspace" Validate the "Active" field has defaulted to "No" Select "Yes" in the field In the "Application URL" field, enter the following URL to connect to the "Greenspace" login page: "https://app.staging.grnspace.ca/acco...results/search" Click [File] Close the form Return "NX View Definition" Navigate to the elect the "Third Party Integrations" section. In the "Configuration to Edit", select the current testing server Validate "Greenspace" is selected in the "Third-Party Application" field Validate "Yes" is selected in the "Active" field Validate "https://app.staging.grnspace.ca/acco...results/search" is selected in the "Application URL" field Close the form Close the form Scenario 2: Greenspace (Third Party Application) URL Launch/Login - "Widget" and "Control Panel" setup and validations Specific Setup: In form "NX View Definition": [UserA] (Not assigned to a user role) has been configured with "Greenspace" selected in field "Third Party Application" and the "Third Party Integrations" section" configured and set to "Active" [UserB] is assigned to a role [TestRole] [TestRole] has been configured with "Greenspace" selected in field "Third Party Application" and the "Third Party Integrations" section" configured and set to "Active" Both users have credentials to login into the "Greenspace" website when the URL is launched Have access to forms "View Definition" and "NX View Definition" Steps Open form "View Definition" Click "Select View" Select "Add New" and click [OK] to create a new view Populate the "View ID" and "View Description" with the desired values to indicate that this will be a view that will contain the "Greeenspace" widget. For example "Greenspace_Widget_View" Populate the other required fields Click [Launch View Designer] From the " Available Widgets" list, select the "Third Party Integrations - Greenspace" widget Drag the widget to the view layout section Click [Submit] Click [Submit] to file the new view Validate submission is successful Open form "NX View Definition" Select user [UserA] for edit Validate "Greenspace" is selected in the "Third-Party Application" field Click [Associated myDay Views] From the "Select Additional Views" list, select new view "Greenspace" view Click [OK] Click [File] Validate the form submits successfully Close the form Re-open form "NX View Definition" Select "Role" in the "User or Role" From the "Select User Role" field, select [TestRole] From the "Select Additional Views" list, select new view "Greenspace" view Click [OK] Click [File] Validate the form submits successfully Log in as the [UserA] From the "Console Views" menu bar, select new "Greenspace" view Validate the "Greenspace" widget is displayed Validate a message is displayed in the widget "Resource cannot be viewed in the widget, click here to open in New tab" Search for or select any client [TestClient] in the search field on the left side panel Click on the "Resource cannot be viewed in the widget, click here to open in New tab" message Validate a new tab is opened, navigating the user to the "Greenspace" login page, as expected Enter the proper username and password credentials assigned to [UserA], in the "Email Address" and "Password" fields. Click [Sign In] Validate the user is logged in successfully and the "Assessment Results" page is displayed Validate the page indicates [TestClient] has been selected At the top right of the page, click to log out Close the tab Navigate back to the Home View In the "Control Panel" section, validate a "Greenspace" green square icon with the letter "G" is present for selection Search for or select any client [TestClient] in the search field on the left side panel Click the "Greenspace" icon in the "Control Panel" Validate a new window is opened, navigating the user to the "Greenspace" login page, as expected Enter the proper username and password credentials assigned to [UserA], in the "Email Address" and "Password" fields. Click [Sign In] Validate the user is logged in successfully and the "Assessment Results" page is displayed for [UserA] Validate the page indicates [TestClient] has been selected At the top right of the page, click to log out Close the tab Repeat steps 4 and 5, logging in as [UserB] who is assigned to [TestRole] Validate all results are successful, as expected Return to "NX View Definition" Navigate to the "Third Party Integrations" section. In the "Configuration to Edit", select the current testing server Set the value in the "Active" field to "No" Click [File] to submit the changes Close the form As [UserA], navigate back to the Home View In the "Control Panel" section, validate a "Greenspace" green square icon is no longer present, as expected From the "Console Views" menu bar, select new "Greenspace" view Validate the "Greenspace" widget is displayed Validate a message is displayed in the widget "Resource cannot be viewed in the widget, click here to open in New tab" Click on the message Validate a new tab is opened but a page is displayed with the message "Page not found", as expected. Repeat step 8, logged in as [UserB] Validate all results are as expected	Topics • NX View Definition
AV-97776 Summary \| Details Task List - Unit filter Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Program Maintenance 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 Login to the 'myAvatar NX' application. (Session A) Access the 'Nursing Caseload Assignment' form. Validate the 'Current Caseload' grid contains the patients assigned to the currently logged in user. Select "Unit A" from the 'Select Clients From Unit' field. Validate the 'Select Clients To Include In Current Caseload' grid contains the patients who are admitted into "Unit A". Select "Unit B" from the 'Select Clients From Unit' field. Validate the 'Select Clients To Include In Current Caseload' grid contains the patients who are admitted into "Unit B". Click [Discard] and validate the 'Confirm Close' dialog is displayed and click [Yes]. Access 'Task List'. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads. Validate that after all data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled. Validate the 'View' field contains "My Caseload". Search for and select any patient from 'Search Patients' field. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the patient data loads. 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. Select "By Unit" from the 'View:' field. Validate the grid is cleared, [Refresh Tasks] is disabled, and the 'Unit' field is enabled. Select "Unit A" from the 'Unit:' field. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads. 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. Search for and select any another patient from 'Search Patients' field. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the patient data loads. 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. 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. Validate that after all data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled. Validate the 'View' field contains "My Caseload". Validate the patients shown in the grid match the patients from the 'Current Caseload' grid in the 'Nursing Caseload Assignment' form. Select "24 Hours" from the 'Tasks Due:' field. 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. Select "By Unit" from the 'View:' field. Validate the grid is cleared, [Refresh Tasks] is disabled, and the 'Unit' field is enabled. Select "Unit A" from the 'Unit:' field. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads. 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. Validate the 'Tasks Due:' field contains "All Tasks". Validate the grid contains only patients who are admitted into the "Unit A". Select "Due Now" from the 'Tasks' field. Validate that only patients in "Unit A", with tasks that are currently due or overdue, are shown in the grid. Select "Unit B" from the 'Unit:' field. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all disabled while the grid loads. 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. Validate the 'Tasks Due:' field contains "All Tasks". Validate the grid contains only those patients who are admitted into "Unit B". Keep 'Session A' opened and Login to the 'Avatar NX' application again. (Session B) Access 'Task List'. Validate the 'View' field contains "My Caseload". Validate the patients shown in the grid match the patients from the 'Current Caseload' grid in the 'Nursing Caseload Assignment' form. Select "By Unit" from the 'View:' field. Validate the grid data is cleared, [Refresh Tasks] is disabled and 'Unit' field is enabled. Select "Unit A" from the 'Unit' field. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients fields are all disabled while the grid loads. 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. Validate the 'Task Due' field contains "All Tasks". Validate the grid contains only those patients who are admitted into "Unit A". Click on the task hyperlink present under the current hour for "Client A" and validate the 'Task' dialog is displayed. Click [Complete] and validate the 'COMPLETE TASK' dialog is displayed and click [Save]. Validate the task is removed from the 'Current Hour' column. Switch back to "Session A" from "Session B". Validate the 'Unit' field contains "Unit B". Validate "Client A" is not showing in the grid for "Unit B". Select "My Caseload" from the 'View' field. Validate the 'View:', 'Unit:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', and 'Refresh Tasks' fields are all disabled while the grid loads. Validate that after all data is finished loading, the 'View:', 'Tasks:', 'Hr/Day:', 'Tasks Due:', 'Refresh Tasks', and 'Search Patients' fields are all enabled. Validate the 'Task Due' field contains "All Tasks". Validate the patients shown in the grid match the patients from the 'Current Caseload' grid in the Nursing Caseload Assignment' form. Scenario 2: Task List - Filter Task List by Unit with Trailing Whitespace Specific Setup: Avatar CWS 2024 Update 68 and myAvatar NX Release 2024.07.00 are required in order to utilize full functionality. A 'Unit' must exist that has a trailing space in the 'Dictionary Code'. This can be done in the Client '(202) Unit' dictionary. (Unit A) A Program must exist. (Program A) A client must have an active inpatient episode. (Program A) "Unit A" must be selected in the 'Units' field in the 'Program Maintenance' form for "Program A". "Unit A" must have a room and bed associated with it. (Room A) (Bed A) Steps Access 'Admission' form. Create a new client and ensure the following are selected: 'Program' = "Program A" 'Unit' = "Unit A" 'Room' = "Room A" 'Bed' = "Bed A". Populate all the required fields and click [Submit]. Access 'Task List'. Validate the 'View' field contains "My Caseload". Select "By Unit" from the 'View:' field. Validate the grid data is cleared, [Refresh Tasks] is disabled and 'Unit' field is enabled. Select "Unit A" from the 'Unit' field. Validate the grid contains only those patients who are admitted into "Unit A".	Topics • Task List
AV-97848 Summary \| Details Avatar NX - Import Client Picture Scenario 1: Import Client Picture - Import, Update and Remove Specific Setup: A client must have an active episode. (Client A) Must have a png file saved to upload for "Client A" (PNG A) Must have two pictures saved to upload for "Client A" (Picture A and Picture B). User must have more than one view configured on with a 'Client Information' header (View A). Steps Access the 'Import Client Picture' form. Enter "Client A" in the 'Client' field. Click [Acquire Image]. Open "PNG A". Validate an Error message stating: "Error. The file type image/png is not supported. Please select either a jpeg or jpg file". Click [OK]. Click [Acquire Image]. Open "Picture A". Validate the 'Picture' field displays "Picture A" and is not distorted. Click [Submit]. Validate a 'Form Return' dialog stating: "Import Client Picture has completed. Do you wish to return to form?". Click [Yes]. Validate the form does not contain "Client A." Close the form. Select "Client A" and click "View A". Validate "Picture A" displays in the 'Client Information' header of "View A". Access the 'Import Client Picture' form. Enter "Client A" in the 'Client' field. Click [Acquire Image]. Open "Picture B". Validate the 'Picture' field displays "Picture B" and is not distorted. Click [Submit]. Validate a 'Form Return' dialog stating: "Import Client Picture has completed. Do you wish to return to form?". Click [No]. Navigate to "View A" and verify "Picture B" displays in the 'Client Information' header. Access the 'Import Client Picture' form. Enter "Client A" in the 'Client' field. Click [Clear Image]. Validate the 'Picture' field does not contain "Picture B". Click [Submit]. Validate a 'Form Return' dialog stating: "Import Client Picture has completed. Do you wish to return to form?". Click [No]. Navigate to "View A" and verify "Picture B" does not display in the 'Client Information' header. Click [Import] in the 'Client Information' header. Click [Browse]. Open "Picture A" and click [Save]. Validate "Picture A" displays in the 'Client Information' header. Click [Delete Image] in the 'Client Information' header. Validate a 'Confirm' dialog stating: "Would you like to remove the current client picture?". Click [OK]. Validate "Picture A" does not display in the 'Client Information' header. Clear the Client. Scenario 2: Import Client Picture - Add Image and return to form = Yes Specific Setup: An existing client is identified. Steps Open the 'Import Client Picture' form. Select "Client A" in the 'Client' field. Click [Acquire Image]. Select the file and click [Open]. Validate the photo in the 'Picture' field. Submit the form. Validate the Form Return dialog contains "Form Return Import Client Picture has completed. Do you wish to return to form?". Click [Yes]. Verify the user returned to the 'Import Client Picture' form. Verify Client A is removed from the 'Client' field and the client image added in previous step is cleared out from the 'Picture' area. Click [Close Form]. Validate the client header information has a picture.	Topics • Import Client Picture
AV-97874 Summary \| Details eMAR NX - Discontinued Orders - Dose button Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Orders This Episode Scenario 1: eMAR NX - Order Display Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. “Client A” must have the following pharmacy-type orders. Must have a ‘Frequency’ that is “STAT”. (Order A) Must have a ‘Frequency’ that is “Routine” with no administration times. (Order B) Must have a ‘Frequency’ that is “Routine” with administration times and a ‘Start Date’ that is two days in the past. (Order C) Must have a ‘Frequency’ that is “PRN” with no administration times. (Order D) Must have a ‘Frequency’ that is “PRN” with administration times and a ‘Start Date’ that is two days in the past. (Order E) Must have a ‘Frequency’ that has a ‘Priority’ of “Other”. (Order F) Must have a ‘Frequency’ that has a ‘Priority’ of “Continuous”. (Order G) Must be expired and have a ‘Frequency’ that is “Routine” with no administration times. (Order H) Must be expired and have a ‘Frequency’ that is “PRN” with no administration times. (Order I) Must be discontinued and have a ‘Frequency’ that is “Routine” with administration times. (Order J) Steps Search for and select "Client A" and access 'eMAR NX' console. Validate "Order A" is displayed under 'STAT/NOW'. Validate "Order C" and "Order B" are displayed under 'Scheduled/Routine'. Validate "Order G" is displayed under 'Continuous'. Validate "Order D" and "Order E" are displayed under 'PRN'. Validate "Order F" is displayed under 'Other'. Validate "Order I" is displayed under 'Expired' and that the 'Overdue/Unscheduled' column displays a [Dose] with a white background. (PRN with no scheduled administration times) Validate "Order H" is displayed under 'Expired' and that the 'Overdue/Unscheduled' column displays a [Dose] with a white background. (Scheduled/Routine order with no scheduled administration times) Validate "Order J" is displayed under 'Discontinued'. Access the Order Entry Console. Select "Order B" in the 'Order grid' and click [D/C], [Add to Scratchpad] and [Sign]. Access 'eMAR NX'. Click [Scan Client] and complete the 'Wristband Scan Override'. Validate "Order B" is displayed under 'Discontinued' and that the 'Overdue/Unscheduled' column displays a [Dose] with a white background. (Scheduled/Routine with no scheduled administration times) Click [Dose] and validate the 'Discontinued Medication Administration' dialog is displayed and contains a message stating "The selected order is Discontinued, effective Discontinue Date and Time. To continue with this administration click 'Ok'. To cancel this administration click 'Cancel'." Click [OK] and validate the order is added to 'Medication List'. Click [X] to remove the order from 'Medication List' and validate the 'Medication List' dialog is closed. Access the Order Entry Console. Select "Order C" in the 'Order grid' and click [D/C], [Add to Scratchpad] and [Sign]. Access 'eMAR NX'. Validate "Order C" is displayed under 'Discontinued' and that the 'Overdue/Unscheduled' column displays a [Due] with a red background. (Scheduled/Routine with overdue administration times) Click [Due] and validate the 'Select Administration Time' dialog is displayed. Select any missed dose and click [Select]. Validate the 'Discontinued Medication Administration' dialog is displayed and contains a message stating: "The selected order is Discontinued, effective Discontinue Date and Time. This Administration Event is occurring outside the allowable administration window of 60 minutes for "Order C description". To continue with this administration click 'Ok'. To cancel this administration click 'Cancel'." and click [OK]. Validate the order is added to 'Medication List'. Click [X] to remove the order from 'Medication List' and validate the 'Medication List' dialog is closed. Access the Order Entry Console. Select "Order D" in the 'Order grid' and click [D/C], [Add to Scratchpad] and [Sign]. Access 'eMAR NX'. Validate "Order D" is displayed under 'Discontinued' and that the 'Overdue/Unscheduled' column displays a [Dose] with a white background. (PRN with no administration times) Click [Dose] and validate the 'Discontinued Medication Administration' dialog is displayed and contains a message stating: "The selected order is Discontinued, Discontinue Date and Time. To continue with this administration click 'Ok'. To cancel this administration click 'Cancel'." and click [OK]. Validate the order is added to 'Medication List'. Click [X] to remove the order from 'Medication List' and validate the 'Medication List' dialog is closed. Access the Order Entry Console. Select "Order E" in the 'Order grid' and click [D/C], [Add to Scratchpad] and [Sign]. Access 'eMAR NX'. Validate "Order E" is displayed under 'Discontinued' and that the 'Overdue/Unscheduled' column displays a [Due] with a red background. (PRN with overdue administration times). Click [Due] and validate the 'Select Administration Time' dialog is displayed. Select any missed dose and click [Select]. Validate the 'Discontinued Medication Administration' dialog is displayed and contains a message stating: "The selected order is Discontinued, effective Discontinue Date and Time. This Administration Event is occurring outside the allowable administration window of 60 minutes for "Order E's description". To continue with this administration click 'Ok'. To cancel this administration click 'Cancel'. Click [OK] and validate the order is added to 'Medication List'. Click [X] to remove the order from 'Medication List' and validate the 'Medication List' dialog is closed.	Topics • eMAR NX
AV-97958 Summary \| Details Treatment Plan - PCL Date fields Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Document Routing Setup (PM) Required User List Management Site Specific Section Modeling (CWS) Scenario 1: Treatment Plan - Validate 'Pending Approval' workflow with PCL date fields Specific Setup: Please note: this is for Avatar NX only. A client is enrolled in an existing episode (Client A). Document routing must be enabled for the 'Treatment Plan' form. The 'Treatment Plan' form must have the following configured in 'Site Specific Section Modeling': 'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan End Date'" selected in the 'Product Custom Logic Definition' field. This field will be referred to as 'PCL End Date'. 'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan Finalized Date'" selected in the 'Product Custom Logic Definition' field. This field will be referred to as 'PCL Finalized Date'. Two users must be defined with associated staff members (User A & User B). "User A" and "User B" must be defined as workflow users in the 'Required User List Management' form for the 'Treatment Plan'. Steps Log into Avatar NX as "User A". Select “Client A” and access the ‘Treatment Plan’ form. Enter the desired date in the 'Plan Date' field. Enter any value in the 'Plan Name' field. Select any value in the ‘Plan Type’ field. Enter the desired date in the 'Plan End Date' field. Validate the 'PCL End Date' and 'PCL Finalized Date' fields are displayed and leave them blank. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Add a problem, goal, objective, and intervention. Populate all required and desired fields. Click [Return to Plan] and [OK]. Select "Pending Approval" in the 'Treatment Plan Status' field. Click [Submit]. Validate that a "Confirm Document" message is displayed. Validate the 'PCL End Date' and 'PCL Finalized Date' fields are not displayed. Click [Accept and Route]. Validate a "Verify Password" message is displayed. Enter the password associated with the logged-in user in the 'Password' field. Click [Verify]. Select the practitioner associated to "User A" as an approver and the practitioner associated to "User B" as an approver/supervisor. Click [Submit]. Log out. Log into Avatar NX as "User B". Navigate to the 'My To Do's' widget. Click [Documents to Sign]. Validate the To Do for "Client A" is displayed. Click [Review]. Validate the 'Document Preview' contains the treatment plan data, without the 'PCL End Date' and 'PCL Finalized Date' fields. Click [Accept] and [Sign]. Validate a "Verify Password" message is displayed. Enter the password associated with the logged-in user in the 'Password' field. Click [Verify]. Validate the To Do for "Client A" is no longer displayed. Log out. Log into Avatar NX as "User A". Navigate to the 'My To Do's' widget. Click [Documents to Sign]. Validate the To Do for "Client A" is displayed. Click [Review]. Validate the 'Document Preview' contains the treatment plan data. Validate the 'PCL End Date' and 'PCL Finalized Date' fields are appended to the end of the document. If there are multiple approvers, these fields will only become visible when the last approver goes to approve the document. Click [Accept] and [Sign]. Validate a "Verify Password" message is displayed. Enter the password associated with the logged-in user in the 'Password' field. Click [Verify]. Validate the To Do for "Client A" is no longer displayed. Scenario 2: Treatment Plan - Validate 'Final' workflow with PCL Date fields Specific Setup: A client is enrolled in an existing episode (Client A). Document routing must be enabled for the 'Treatment Plan' form. The 'Treatment Plan' form must have the following configured in 'Site Specific Section Modeling': 'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan End Date'" selected in the 'Product Custom Logic Definition' field. This field will be referred to as 'PCL End Date'. 'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan Finalized Date'" selected in the 'Product Custom Logic Definition' field. This field will be referred to as 'PCL Finalized Date'. The logged in user must have an associated practitioner. Steps Select “Client A” and access the ‘Treatment Plan’ form. Enter the desired date in the 'Plan Date' field. Enter any value in the 'Plan Name' field. Select any value in the ‘Plan Type’ field. Enter the desired date in the 'Plan End Date' field. Validate the 'PCL End Date' and 'PCL Finalized Date' fields are displayed and leave them blank. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Add a problem, goal, objective, and intervention. Populate all required and desired fields. Click [Return to Plan] and [OK]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate that a "Confirm Document" message is displayed. Validate the 'PCL End Date' and 'PCL Finalized Date' fields are displayed in the body of the document. Click [Accept and Route]. Validate a "Verify Password" message is displayed. Enter the password associated with the logged-in user in the 'Password' field. Click [Verify]. Select the practitioner associated to the logged in user as an approver. Click [Submit]. Navigate to the 'My To Do's' widget. Click [Documents to Sign]. Validate the To Do for "Client A" is displayed. Click [Review]. Validate the 'Document Preview' contains the treatment plan data, with the 'PCL End Date' and 'PCL Finalized Date' fields in the body of the document. Click [Accept] and [Sign]. Validate a "Verify Password" message is displayed. Enter the password associated with the logged-in user in the 'Password' field. Click [Verify]. Validate the To Do for "Client A" is no longer displayed.	Topics • Document Routing • Treatment Plan
AV-98065 Summary \| Details OE NX - Task list 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 Access 'Frequency Code Setup' form. Select "Add New code" from the 'Add/Edit Frequency Code' field. Set the 'New Frequency Code' field to "Z1W" and 'Frequency Code Description' field to "Once a week on Friday as Needed (Z1W)". Select "PRN" from the Routine or PRN(As Needed)' and "No" from the 'One Time Only' fields. Set the 'Times/24 Hours' field to "1." Select "No" from the 'Interval Frequency' and "Not Daily" from the 'Daily Administration' fields. Check the "Friday" checkbox from the 'Days Administered' field and click [Submit]. Validate a message is displayed that states "Frequency Code Setup has completed. Do you wish to return to form?" and click [No]. Access the 'Task Definitions' form. Select "Add" in the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "PRNTASK" and press the Tab key. Set the 'Task Title' field to "PRNTASK EXAMPLE" and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" in the 'Task Type' field. Search for and select "PRNTASK EXAMPLE (PRNTASK)" in the 'Task Group/Definition' field. Select "Add" in the 'Add/Edit/Delete Association' field. Select "Order Entry" in the 'Order Event' field. Search for and select "Order Code A" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No]. Click the 'User Menu' and select 'Refresh Forms'. Select “Client A” and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Select "Once a week on Friday as Needed (Z1W)" from the 'Frequency' field and validate "PRN" is pressed in the 'Priority' field. Populate all other required fields. Click [Add to Scratchpad] and [Sign]. Validate the order for "Order Code A" is displayed in the 'Order Grid'. Access the 'Task List' widget. Search for and select "Client A" from the 'Search Patients' field. Validate tasks for "Dietary Order Acknowledgement" and "Dietary Order Education" are shown in the 'Unscheduled' column. Hover over the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed. Validate the PRN tasks dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC". Move away the cursor from '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is not displayed. Hover over the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed. Click the '(1) PRN Tasks' link and validate the 'PRN tasks' pop-up dialog is displayed. Access the 'Flowsheet' tab Validate the 'PRN tasks' pop-up dialog is not displayed. Access the 'Task List' widget. Validate the 'PRN tasks' pop-up dialog is not displayed. Click the '(1) PRN Tasks' link. Validate the PRN tasks dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC". Validate the 'Dietary' dialog contains the order details and 'Administer' link. Click the 'Administer' link and validate the 'Nutrition Orders' dialog is displayed. Validate the 'Nutrition Orders' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC". Check the PRN order checkbox and click [Administer]. Validate the 'Order Acknowledgement' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC". Validate the 'Acknowledged By' field contains the currently logged in user and their credentials. Clear the 'Acknowledged By' field. Validate the 'Acknowledge' button is disabled. Search for and select the currently logged in user from the 'Acknowledged By' field. Validate the 'Acknowledge' button is enabled. Click [Acknowledge]. Validate the 'Education' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC". Validate the 'Educated By' field contains the currently logged in user and their credentials. Clear the 'Educated By' field. Validate the 'Educate' button is disabled. Search for and select the currently logged in user from the 'Educated By' field. Validate the 'Educate' button is enabled. Click [Educate]. Validate the 'Dietary Administration' dialog is displayed and contains client information such as "Client", "Age", "DOB", "ID" and "LOC". Validate the 'Date of Administration' field contains "Today's Date". Validate the 'Time of Administration' field contains "Current time". Validate the 'Scheduled Date' field contains "Today's Date". Validate the 'Schedule Time' field contains "N/A". Select any successful administration event from the 'Administration Event' field and click [Address Alerts]. Validate the 'Dietary Administration Warning' dialog is displayed and override all the warnings. Populate all the required fields and click [Sign]. Validate the Unscheduled column does not contain "Dietary Order Acknowledgement" and "Dietary Order Education". Click the 'PRN Tasks' link. Validate the 'PRN tasks' dialog contains client information such as "Client", "Age", "DOB", "ID" and "LOC". Validate the 'Dietary' dialog contains "Last Completed: Today Date Current Time". Click [Task Dialog - Close].	Topics • Task List
AV-98079 Summary \| Details Avatar NX - User Preferences Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: NX - User Preferences Scenario 1: Avatar NX - validate the 'Hide myDay welcome message and dock Explore Search' user preference Specific Setup: A client must be enrolled in an existing episode (Client A). The logged in user's myDay view must have the 'Client Information header' configured There must be three additional views configured (View A), (View B), and (View C). "View A" must have the 'Client Information header' configured. "View B" must be a documentation view. "View C" must contain a POV widget and the 'Client Information header'. Steps On the myDay view, validate the "Welcome" message and the 'What can I help you find?' search field display as expected. Search and select "Client A". Navigate to between "View A", "View B" and "View C". Validate the views display as expected. Access the 'User Menu' and click [Preferences]. Validate the addition of a 'Hide myDay welcome message and dock Explore Search' field with a "Requires logging off and then logging back in" note underneath. Click [Hide myDay welcome message and dock Explore Search]. Click [Save]. Log out and log back in. Validate the welcome message and the 'What can I help you find?' search field no longer display under the top navigation of the myDay view. Validate the 'What can I help you find?' search field now displays on the left side menu. Search and select "Client A". Validate the space that contained the welcome message and 'What can I help you find?' search field has been removed and the view begins under the top navigation. Navigate to "View A". Validate the 'Client Information header' displays under the top navigation as expected. Validate the widgets display as expected on "View A". Navigate to "View B". Validate the documentation view displays as expected. Navigate to "View C". Validate "View C" slides in and displays the 'Client Information header' under the top navigation as expected. Validate the widgets display as expected on "View C".	Topics • myDay • NX Only
AV-98230 Summary \| Details Inventory - Community Provider Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR Order Entry User Definition Orders This Episode Scenario 1: eMAR NX - Inventory - External Pharmacy Mode Specific Setup: The following extended attributes must be set in the 'eMAR Tabled Files' '(10000) Administration Event' dictionary for any dictionary code (Nurse Administered): 'Successful Administration' = "Yes" 'Client Refusal' = "No" 'Decrement from Inventory on hand' = "Yes" A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order in the 'New Order' field. Populate the required fields and click [Add to Scratchpad] and [Final Review]. An 'Interactions' dialog may be displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Validate the 'Order grid' contains the new order. Access 'eMAR NX'. Validate the order is displayed. Click [Scan Client]. Select any value and click [Save]. Click the ellipsis for the pharmacy-type order created and click "Inventory". Set the 'Quantity to Add or Remove' field to any value. Click [+] and click [Save]. Perform an administration for the pharmacy-type order created. Click the ellipsis for the pharmacy-type order created and click "Inventory". Validate the 'Current Quantity on Hand' field displays the correct value. Check the 'Include Administration Events' checkbox. Validate an appropriate row is displayed for every successful administration. Scenario 2: eMAR NX - Inventory - Community Provider Specific Setup: The 'Avatar Order Entry->Facility Defaults->General->->->Practitioner IDs That Are Non-Facility Community Providers' registry setting must be set to the staff member associated to the logged in user. 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 Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code in the 'New Order' field. Set the 'Freq' field to a value that contains administration times. Populate the remaining required fields, click [Add to Scratchpad], and [Sign]. Validate an 'Interactions' dialog may be displayed. Override all interactions and click [Save Override and Exit]. Access 'eMAR NX'. Validate the order created is displayed with administration times. Click [Scan Client]. Select any value and click [Save] Click the ellipsis for the order created and select "Inventory". Set the 'Quantity to Add or Remove' field to any value. Click [+] and click [Save]. Perform an administration for the pharmacy-type order created. Click the ellipsis for the pharmacy-type order created and click "Inventory". Validate the 'Current Quantity on Hand' field displays the correct value. Check the 'Include Administration Events' checkbox. Validate an appropriate row is displayed for every successful administration.	Topics • eMAR NX
AV-98435 Summary \| Details Scheduling Calendar - Time Zone Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: CareFabric Monitor Crystal Report Viewer Scheduling Calendar - Status Update Scenario 1: Scheduling Calendar - Validate 'Time Zone' for individual appointments Specific Setup: A site is defined with hours for scheduling (Site A). This site is configured for "US/Eastern" time zone. Please note: this is done in the 'Site Registration' form in Avatar NX. One or more practitioners defined with hours for scheduling. Multiple time zones must be selected in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form. For testing, "UTC-7 America/Denver (MT)" and "UTC-6 America/Chicago (CT)" will be used. A client is enrolled in an existing episode (Client A). Steps Access the 'Scheduling Calendar' form. Select "Site A" in the 'Site' field. Right click in the 12:00PM time slot and click [Add Appointment]. Validate the 'Appointment Start Time' field contains "12:00 PM". Validate the 'Appointment End Time' field contains "12:30 PM". Select the desired value in the 'Service Code' field. Select "Client A" in the 'Client' field. Validate the 'Time Zone' field is displayed. Please note: this field becomes visible when there are one or more selections made in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form. Validate "UTC-5 US/Eastern (ET)" is populated by default in the 'Time Zone' field. This field will be populated by default based on the following logic: If 'Site Registration' has 'Time Zone' configured in Avatar NX, that will be the default value. If 'Site Registration' does not have 'Time Zone' configured but the logged in user has a 'Time Zone' configured in 'User Definition', that will be the default value. If 'Site Registration' does not have 'Time Zone' configured and the logged in user also does not have 'Time Zone' configured, the server time zone will be used. Please note: the time zones must be selected in the 'Appointment Scheduling System Defaults' form. Select "UTC-7 America/Denver (MT)" in the 'Time Zone' field. Click [Submit]. Validate the appointment displays on the calendar from 2:00PM-2:30PM since "Site A" is configured for "US/Eastern" time. Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone): Appt Time Zone: America/Denver Appt Time Zone Adj Start Time: 12:00 PM Appt Time Zone Adj End Time: 12:30 PM Right click on the appointment and click [View Summary]. Validate the 'Appointment Detail' dialog contains: Appointment Start Time: 02:00 PM (US/Eastern) Appointment End Time: 02:30 PM Appt Time Zone: America/Denver Appt Time Zone Adj Start Time:12:00 PM Appt Time Zone Adj End Time:12:30 PM Click [Cancel] and [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "AppointmentCreated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentCreated" record. Click [Click To View Record]. Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone. Close the report and the form. Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A" and click [Status Update]. Validate the 'Time Zone' field is displayed and contains "UTC-7 America/Denver (MT)". Select "UTC-6 America/Chicago (CT)" in the 'Time Zone' field. Click [Submit]. Validate the appointment displays on the calendar from 1:00PM-1:30PM since "Site A" is configured for "US/Eastern" time. Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone): Appt Time Zone: America/Chicago Appt Time Zone Adj Start Time: 12:00 PM Appt Time Zone Adj End Time: 12:30 PM Right click on the appointment and click [View Summary]. Validate the 'Appointment Detail' dialog contains: Appointment Start Time: 01:00 PM (US/Eastern) Appointment End Time: 01:30 PM Appt Time Zone: America/Chicago Appt Time Zone Adj Start Time:12:00 PM Appt Time Zone Adj End Time:12:30 PM Click [Cancel] and [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "Client A" in the 'Client ID' field. Select "AppointmentUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentUpdated" record. Click [Click To View Record]. Validate the 'endDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone. Validate the 'startDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone. Close the report and the form. Scenario 2: Scheduling Calendar - Validate 'Time Zone' for group appointments Specific Setup: A site is defined with hours for scheduling (Site A). This site is configured for "US/Eastern" time zone. Please note: this is done in the 'Site Registration' form in Avatar NX. One or more practitioners defined with hours for scheduling. Multiple time zones must be selected in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form. For testing, "UTC-7 America/Denver (MT)" and "UTC-6 America/Chicago (CT)" will be used. A group (Group A) is defined with two clients (Client A & Client B). Steps Access the 'Scheduling Calendar' form. Select "Site A" in the 'Site' field. Right click in the 12:00PM time slot and click [Add Appointment]. Validate the 'Appointment Start Time' field contains "12:00 PM". Validate the 'Appointment End Time' field contains "12:30 PM". Select the desired group service code in the 'Service Code' field. Select "Group A" in the 'Client' field. Validate the 'Time Zone' field is displayed. Please note: this field becomes visible when there are one or more selections made in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form. Validate "UTC-5 US/Eastern (ET)" is populated by default in the 'Time Zone' field. This field will be populated by default based on the following logic: If 'Site Registration' has 'Time Zone' configured in Avatar NX, that will be the default value. If 'Site Registration' does not have 'Time Zone' configured but the logged in user has a 'Time Zone' configured in 'User Definition', that will be the default value. If 'Site Registration' does not have 'Time Zone' configured and the logged in user also does not have 'Time Zone' configured, the server time zone will be used. Please note: the time zones must be selected in the 'Appointment Scheduling System Defaults' form. Select "UTC-7 America/Denver (MT)" in the 'Time Zone' field. Click [Submit]. Validate the appointment displays on the calendar from 2:00PM-2:30PM since "Site A" is configured for "US/Eastern" time. Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone): Appt Time Zone: America/Denver Appt Time Zone Adj Start Time: 12:00 PM Appt Time Zone Adj End Time: 12:30 PM Right click on the appointment and click [View Summary]. Validate the 'Appointment Detail' dialog contains: Appointment Start Time: 02:00 PM (US/Eastern) Appointment End Time: 02:30 PM Appt Time Zone: America/Denver Appt Time Zone Adj Start Time:12:00 PM Appt Time Zone Adj End Time:12:30 PM Click [Cancel] and [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "AppointmentCreated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentCreated" record for both "Client A" and "Client B". Click [Click To View Record] for "Client A". Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone. Navigate back to the main report. Click [Click To View Record] for "Client B". Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone. Close the report and the form. Access the 'Scheduling Calendar' form. Right click on the appointment for "Group A" and click [Status Update]. Select "All Group Members" in the 'Group Member Selection' dialog. Validate the 'Scheduling Calendar - Status Update' form is displayed for "Client A". Validate the 'Time Zone' field is displayed and contains "UTC-7 America/Denver (MT)". Click [Submit]. Validate the 'Scheduling Calendar - Status Update' form is displayed for "Client B". Validate the 'Time Zone' field is displayed and contains "UTC-7 America/Denver (MT)". Select "UTC-6 America/Chicago (CT)" in the 'Time Zone' field. Click [Submit]. Validate the appointment still displays on the calendar at 2:00PM - 2:30PM. The time zone will display strictly based on the 'Appointment Details' for group appointments. Click [Dismiss]. Access the 'CareFabric Monitor' form. Enter the current date in the 'From Date' and 'Through Date' fields. Select "AppointmentUpdated" in the 'Event/Action Search' field. Click [View Activity Log]. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentUpdated" record for "Client A" and "Client B". Click [Click To View Record] for "Client A". Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone. Navigate back to the main report. Click [Click To View Record] for "Client B". Validate the 'endDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone. Validate the 'startDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone. Close the report and the form.	Topics • Scheduling Calendar
AV-98465 Summary \| Details Treatment Plan - 'Assigned Services' grid Scenario 1: Treatment Plan Copy (Interventions) - "Assigned Services" grid functionality Specific Setup: The following registry setting must be enabled: 'Enable Service Entry Restriction by Client Treatment Plan' 'Activate Program/Service Code Filter' The 'Assign Services To Program' section in the 'Program Maintenance' form has 'Enable Service Entry Restriction for Program' set to 'Yes' for one or more programs. Client must be admitted to an active episode (Client A). A copy must exist of the 'Treatment Plan' form (Treatment Plan Copy) with the following: Document routing enabled The 'Assigned Services' grid for interventions marked required in 'Site Specific Section Modeling' The logged in user has the "All Documents" widget and the "Console Widget Viewer" widget on their home view or an additional view. Steps Select "Client A" and access the 'Treatment Plan Copy' form. Click [Add]. Set the 'Plan Date' field to the current date. Select any value in the 'Plan Type' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan] and [Add New Problem]. Validate the tree view contains a red required flag indicating missing required fields. Enter the desired value in the 'Problem Code' field. Select the desired value in the 'Status (Problem List)' field. Enter the desired value in the 'Problem' field. Select the desired value in the 'Status' field. Populate any other required and desired fields for the problem. Validate the tree view no longer contains a red required flag. Click [Add New Intervention]. Validate the tree view contains a red required flag indicating missing required fields. Enter the desired value in the 'Intervention' field. Select the desired value in the 'Status' field. Validate the 'Assigned Services' grid is required as expected. Click [Add Service] in the 'Assigned Services' grid. Select the desired value in the 'Service Program' field. Select the desired value in the 'Service Code' field. Validate the tree view no longer contains a red required flag. Click [Add Service] in the 'Assigned Services' grid. Validate the tree view contains a red required flag indicating missing required fields. Click [Delete Service] for the new row. Validate the tree view no longer contains a red required flag. Click [Return to Plan], [OK], and [Submit]. Select "Client A" and access the 'Treatment Plan Copy' form. Validate the treatment plan filed in the previous steps is displayed and click [Edit]. Click [Launch Plan]. Validate all previously populated fields are displayed and the tree view does not contain any red required flags. Close the form.	Topics • Treatment Plan
AV-98668 Summary \| Details Treatment Plan - 'Number of Multiple Response List Box Rows' setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Site Specific Section Modeling (CWS) Treatment Plan Number 1 Scenario 1: Treatment Plan - Validate the 'Number of Multiple Response List Box Rows' setting for multi-select dictionary fields in the Tree view Specific Setup: A client is enrolled in an existing episode (Client A). The 'Treatment Plan' form must have the following configured in 'Site Specific Section Modeling': 'SS Treatment Plan Problem Multiple Response Dictionary' added to the 'Problems' section "6" defined in the 'Number of Multiple Response List Box Rows' field 6+ dictionary values must be defined for this field in 'Dictionary Update'. 'SS Treatment Plan Goal Multiple Response Dictionary' added to the 'Goals' section "5" defined in the 'Number of Multiple Response List Box Rows' field 5+ dictionary values must be defined for this field in 'Dictionary Update'. 'SS Treatment Plan Obj Multiple Response Dictionary' added to the 'Objectives' section "2" defined in the 'Number of Multiple Response List Box Rows' field 2+ dictionary values must be defined for this field in 'Dictionary Update'. 'SS Treatment Plan Int Multiple Response Dictionary' added to the 'Interventions' section "4" defined in the 'Number of Multiple Response List Box Rows' field 4+ dictionary values must be defined for this field in 'Dictionary Update'. Steps Select "Client A" and access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Enter the desired value in the 'Plan Name' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Click [Add New Problem]. Populate all required fields for the problem. Validate the 'SS Treatment Plan Problem Multiple Response Dictionary' field is displayed, and shows 6 dictionary values by default based on the 'Number Of Multiple Response List Box Rows' configuration. Select the desired value(s) in the 'SS Treatment Plan Problem Multiple Response Dictionary' field. Click [Add New Goal]. Populate all required fields for the goal. Validate the 'SS Treatment Plan Goal Multiple Response Dictionary' field is displayed, and shows 5 dictionary values by default based on the 'Number Of Multiple Response List Box Rows' configuration. Select the desired value(s) in the 'SS Treatment Plan Goal Multiple Response Dictionary' field. Click [Add New Objective]. Populate all required fields for the objective. Validate the 'SS Treatment Plan Obj Multiple Response Dictionary' field is displayed, and shows 2 dictionary values by default based on the 'Number Of Multiple Response List Box Rows' configuration. Select the desired value(s) in the 'SS Treatment Plan Obj Multiple Response Dictionary' field. Click [Add New Intervention]. Validate the 'SS Treatment Plan Int Multiple Response Dictionary' field is displayed, and shows 4 dictionary values by default based on the 'Number Of Multiple Response List Box Rows' configuration. Select the desired value(s) in the 'SS Treatment Plan Int Multiple Response Dictionary' field. Click [Return to Plan], [OK], and [Submit]. Select "Client A" and access the 'Treatment Plan' form. Click [Edit] for the treatment plan filed in the previous steps. Click [Launch Plan]. Validate all previously filed data is displayed. Close the form.	Topics • Site Specific Section Modeling • Treatment Plan
AV-98691 Summary \| Details OE NX - Orders This Episode - Hierarchy for Default Duration of 1 for New OTO Orders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Order Entry Console Orders This Episode Order Code Setup Order Group Setup Scenario 1: OE NX - Order Entry Console (Admission) - Create an order for a one-time-only 'Frequency Code' (no hours of admin) with 'Default Dur of 1 for OTO Orders' = "YX", Extended Attribute = "NX" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “No (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A pharmacy-type order code must have "Yes" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form. (Order Code A) 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. A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only). Steps Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Check the 'No Known Medications' and the 'Medication history reviewed and completed for Episode #1' checkboxes. Select the 'Admission Reconciliation' tab. Search for and select "Order Code A" in the 'New Order' field. Select "One Time Only" in the 'Freq' field. Validate that "1" is displayed in the 'Duration' field and that [Days] is selected. Populate all remaining required fields. Click [Add to Scratchpad] and [Final Review]. Validate an 'Interactions' dialog is displayed. Override all interactions and click [Final Review]. Select "None" in the 'Output' field and click [Sign]. Scenario 2: OE NX - Orders This Episode - New lab-type order with One Time Only frequency code (no hours of admin) with 'Default Dur of 1 for New OTO Orders' set to "YX" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A lab-type order code must exist that does not have a value selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form. (Order Code A) 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. A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only). Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A". Select "One Time Only" in the 'Frequency' field Validate the 'Duration' field contains "1" and that [Days] is selected. Fill out all required fields and click [Add to Scratchpad] and [Sign] Validate the 'Order grid' contains an order for "Order Code A". Scenario 3: OE NX - Order Groups - 'Default Dur of 1 for New OTO Orders' set to "YX" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day’ extended attribute must contain no value in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Dietary", "Dietary-Oral", "Therapy (Not Applicable-Order Type Category)", "Imaging", and "x-ray". Please log out of the application and log back in after completing the above configuration. 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. An order group must exist that contains an order code for each of the following order types : "Imaging", "x-ray", "not applicable" (order type category), "dietary", and "dietary oral". All order codes must have a 'Frequency' of "One Time Only". (Order Group A) Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" in the 'New Order' field. Validate the 'Order Group' dialog is displayed and click [Select All] and [Add to Scratchpad]. Validate that the 'Scratchpad' contains five orders. Select each order and validate that the 'Frequency' field contains "One Time Only", that the 'Duration' field contains "1" and that [Days] is selected. Click [Sign] and validate that the five orders are now displayed in the 'Order grid'. Scenario 4: OE NX - Orders This Episode - New lab-type order with One Time Only frequency code (no hours of admin) with 'Default Dur of 1 for New OTO Orders' set to "NX" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “No (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”. Two lab-type order codes must exist. One that has "No" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form. (Lab Code A) One that has "Yes" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form. (Lab Code B) 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. A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only). Steps Select "Client A" and access the Order Entry Console. Search for and select "Lab Code A" in the 'New Order' field. Select "One Time Only" in the 'Frequency' field Validate the 'Duration' field contains no data and that [Days] is not selected. Fill out all required fields and click [Add to Scratchpad] and [Sign] Validate the 'Order grid' contains an order for "Lab Code A". Search for and select "Lab Code B" in the 'New Order' field. Select "One Time Only" in the 'Frequency' field Validate the 'Duration' field contains "1" and that [Days] is selected. Fill out all required fields and click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains orders for "Lab Code A" and "Lab Code B". Scenario 5: OE NX - Orders This Episode - Order Group with 2 lab-type orders codes and One Time Only Frequency codes with 'Default Dur of 1 for New OTO Orders' set to "NX" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”. Two lab-type order codes must exist. One that has "No" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form (Lab Code A). One that has "Yes" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form (Lab Code B). 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. A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only). An order group must exist which contains "Lab Code A" and "Lab Code B". (Order Group A) Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" in the 'New Order' field. Select "Lab Code A" and "Lab Code B". Validate the 'Frequency' field and the 'Duration' field for "Lab Code A" does not contain values. Validate the 'Frequency' field for "Lab Code B" contains "One Time Only" and the 'Duration' field contains "1" with [Days] selected. Set the 'Frequency' field for "Lab Code A" to "One Time Only". Validate the 'Duration' field contains no value. Set the 'Duration' field to any value and click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Lab Code A" and "Lab Code B". Scenario 6: OE NX - Order Group - New lab-type order with One Time Only frequency code with 'Default Dur of 1 for New OTO Orders' set to "Y" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "Y". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day’ extended attribute must be set to “No (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”. A lab-type order code must exist that has "Yes" selected in the 'Default New One-Time-Only Orders To Duration of 1 Day' field. (Order Code A) An Order Group must exist that contains "Order Code A" with a 'Frequency' of "One Time Only" and no default duration. (Order Group A) Please log out of the application and log back in after completing the above configuration. A client must have an active episode whose program and unit are configured in the 'External Pharmacy Setup' form. (Client A). “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" in the 'New Order' field. Validate the 'Order Group' dialog is displayed and select "Order Code A". Validate the 'Duration' field contains "1" and [Days] is selected. Validate the 'Frequency' field contains "One Time Only". Click [Add to Scratchpad]. Select the order in the 'Scratchpad'. Validate the 'Stop Date' contains a date that is one day in the future of the 'Start Date', which is the current date. Fill out all required fields and click [Update Order] and [Final Review]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Validate the ‘Order grid’ contains an order "Order Code A". Scenario 7: OE NX - Orders This Episode - External Pharmacy Mode - New Pharmacy order with One Time Only frequency code with 'Default Dur of 1 for New OTO Orders' registry setting = "Y", Extended Attribute = "Y" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "Y". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' 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 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. A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only). Steps Select "Client A" and access the Order Entry Console. Search for and select a pharmacy-type order code in the 'New Order' field. Select "One Time Only" in the 'Freq' field. Validate the 'Duration' field contains "1" and [Days] is selected. Populate all required fields, click [Add to Scratchpad], and [Final Review]. Validate the ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Validate the 'Order grid' contains a new order. Scenario 8: OE NX - Orders This Episode - External Pharmacy Mode - New Pharmacy order with One Time Only frequency code with 'Default Dur of 1 for New OTO Orders' = "N", Extended Attribute = "Y" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "N". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A pharmacy type order code must have "Yes" selected in the 'Default New One-Time-Only Orders to Duration of 1 Day' field. (Order Code A). 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. A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only). Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Select "One Time Only" in the 'Freq' field. Validate the 'Duration' field does not contain a value and that [Days] is not selected. Populate all required fields. Click [Add to Scratchpad] and [Final Review]. Validate the ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Scenario 9: OE NX - Orders This Episode - External Pharmacy Mode - New Pharmacy order with One Time Only frequency code with 'Default Dur of 1 for New OTO Orders' registry setting = "Y", Extended Attribute = "NX" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "Y". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “No (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. 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. A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only). Steps Select "Client A" and access the Order Entry Console. Search for and select a pharmacy-type order code in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "One Time Only" in the 'Freq' field. Validate the 'Duration' field contains "1" and that [Days] is selected. Validate the 'Days Supply' field contains value "1". Validate the 'Dispense Qty' field contains "1". Select "Tablet" in the 'Dispense Qty Unit' field. Click [Add to Scratchpad] and [Final Review]. Validate the ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Validate the 'Order grid' contains a new order. Scenario 10: OE NX - Orders This Episode - External Pharmacy Mode - New Pharmacy order with One Time Only frequency code with 'Default Dur of 1 for New OTO Orders' registry setting = "YX", Extended Attribute = "N" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' 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 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. A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only). Steps Select "Client A" and access the Order Entry Console. Search for and select a pharmacy-type order code the 'New Order' field. Select "One Time Only" in the 'Freq' field. Validate the 'Duration' field contains no value and that [Days] is not selected. Populate all required fields and click [Add to Scratchpad] and [Final Review]. Validate the ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Validate the 'Order grid' contains an order. Scenario 11: OE NX - Orders This Episode - External Pharmacy Mode - New Pharmacy order with One Time Only frequency code with 'Default Dur of 1 for New OTO Orders' registry setting = "NX", Extended Attribute = "Y" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "NX". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A pharmacy type order code must exist that has "Yes" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field. (Order Code A). 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. A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only). Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Select "One Time Only" in the 'Freq' field. Validate the 'Duration' field contains "1" and that [Days] is selected. Validate the 'Days Supply' field contains value "1". Populate all remaining required fields and click [Add to Scratchpad] and [Final Review]. Validate the ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field for the order and click [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Scenario 12: OE NX - Orders This Episode - External Pharmacy Mode - New Pharmacy order with One Time Only frequency code with 'Default Dur of 1 for New OTO Orders' = "N", Extended Attribute = "YX" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "N". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes (by default), but allow exceptions by Order Code” 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 episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only). Steps Select "Client A" and access the Order Entry Console. Search for and select a pharmacy-type order code in the 'New Order' field. Select "One Time Only" in the 'Freq' field. Validate that "1" is not displayed in the 'Duration' field and that [Days] is not selected. Populate all required fields. Click [Add to Scratchpad] and [Final Review]. Validate the ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Validate the 'Order grid' contains a new order. Scenario 13: OE NX - My Favorites - New Pharmacy order - 'Default Dur of 1 for New OTO Orders' set to "Y", Extended Attribute = "N" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "Y". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A pharmacy type order code must exist. (Order Code A). 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. A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only). Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Set the 'Freq' field to "One Time Only". Validate the 'Duration' field contains "1" and that [Days] is selected. Validate the 'Days Supply' field and 'Dispense Qty' field each contain a value of "1". Select "Tablet" in the 'Dispense Qty Unit' field. Click [My Favorites -Star]. Click [Refresh Orders]. Click 'My Favorites', select "Order Code A", and click [Add to Scratchpad]. Select the order in the 'Scratchpad'. Validate the 'Dose' field contains "1". Validate the 'Dose Unit' field contains "Tablet" Validate the 'Freq' field contains "One Time Only". Validate the 'Duration' field contains "1" and that [Days] is selected. Validate the 'Days Supply' field contains value "1". Validate the 'Dispense Qty' field contains "1". Select "Tablet" in the 'Dispense Qty Unit' field. Click [Update Order] and [Final Review]. Validate the ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Validate the 'Order grid' contains an order for "Order Code A".	Topics • NX • Order Entry Console
AV-98716 Summary \| Details OE NX - Free Text medication in Home Medications Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Order Entry User Definition Scenario 1: OE NX - View only access to Home Medications Specific Setup: A user must have no value selected in the 'Default Program for Order Entry Console (Home Medications Section)' field and the 'Prevent Entry/Update in the OE Console (Home Medications section)' checkbox checked in the 'Order Entry User Definition' form. (User A) A user must have a value selected in the 'Default Program for Order Entry Console (Home Medications Section)' field in the 'Order Entry User Definition' form. (User B) "Client A" 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 Log into the application as "User A". Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Validate 'No Known Medications' checkbox is disabled. Validate 'Medication history reviewed and completed for Episode #1' checkbox is disabled. Validate [Notify Attending Practitioner] is disabled. Validate the 'Program' field does not exist. Verify the 'Order Labs', 'External RxHx', 'Prescriber's Queue', and 'PDMP' links do not exist. Click [Change]. Validate the 'Pharmacy Search' dialog is accessible and click [Close]. Click [Recent Vitals]. Validate the 'Recent Vital Signs' dialog is accessible and click [Close]. Click [View Lab Results]. Validate the 'Lab Results' dialog is accessible and click [Close]. Select any order and validate the [DC], [Reorder], [Modify], [Make RX], [Edit], [Validate], [Reject], [Compliance], [Reprint], [Void] action buttons are not displayed. Click [View - History]. Validate the 'Home Medication History' dialog is accessible and click [Close]. Click [View - Last Compliance]. Validate the 'Compliance History' dialog is accessible and click [Close]. Verify the 'New Order' section is not displayed. Verify the 'Scratchpad' is not displayed. Log out of the application and log back in as "User B". Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab Validate the 'Program' field is displayed and contains the program associated with "User B". Validate the 'Order Labs', 'External RxHx', 'Prescriber's Queue', and 'PDMP' links exist. Click [Failed Orders]. Validate the 'Failed Orders' dialog is accessible and click [Close]. Click [Validate]. Validate the 'Validate' dialog is accessible and click [Close]. Scenario 2: OE NX - 'Free Text Medication' checkbox in Home Medications Specific Setup: "User A" must have the 'Prevent Entry/Update in the OE Console (Home Medications section)' checkbox unchecked in the 'Order Entry User Definition' form. Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Validate the 'No Known Medications' checkbox is not checked. Check the 'Free Text Medication' checkbox and validate the 'Reported' checkbox is checked. Populate all required fields and click [Save]. Validate the 'Order grid' contains the new order.	Topics • Home Medications • Order Entry Console