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Avatar NX User Interface Update 2021.04.01 Acceptance Tests

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Document Routing - Adding and changing supervisors in 'Route Document To' screen
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Dynamic Forms - Document Routing - Route Document To Dialog
  • Individual Progress Note
Scenario 1: Document Routing - Accept and Route
Specific Setup:
  • Client must be enrolled in an active episode (Client A).
  • User must be associated with a staff member (Staff A).
Steps
  1. Select any client and access any 'Progress Notes (Group and Individual)' form that has 'Document Routing' enabled.
  2. Select any episode from the 'Episode Selection' field.
  3. Select any value from the 'Progress Note For' field.
  4. Select any note type from the 'Note Type' field.
  5. Set the 'Notes Field' field to any value.
  6. Complete the remaining required fields.
  7. Select "Final" from the 'Draft/Final' field.
  8. Click [Submit Note].
  9. Click the [Sign and Route/Notify] and enter the logged in user's password in the 'Password' field.
  10. Click [Verify].
  11. Select any supervisor from the 'Supervisor' field and click [Add].
  12. Select a different supervisor from the 'Supervisor' field and click [Add].
  13. Validate that a 'Confirm' dialog is displayed stating "Any Supervisor" is the current supervisor in the list. Would you like to replace "Any Supervisor" with "Another Supervisor"?
  14. Click [Yes].
  15. Validate that the approver list updated as expected.
  16. Select the original supervisor from the 'Supervisor' field and click [Add].
  17. Validate that a 'Confirm' dialog is displayed stating "Any Supervisor" is the current supervisor in the list. Would you like to replace "Any Supervisor" with "Another Supervisor"?
  18. Click [Yes].
  19. Click [Submit].
  20. Validate that a 'Progress Notes' dialog is displayed stating 'Note Filed' and click [Ok].
  21. Click [Discard].
Topics
• Document Routing • myAvatar/myAvatar NX • NX
'Simultaneous Bundles' - Ability to cancel and close the form from the pre-display within the bundle
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Bundler (CWS)
  • Risk Assessment TM
  • SOQIC Group Progress Notes
Scenario 1: Form Bundler: Create and File a New Simultaneous Bundle
Specific Setup:
  • User must have access to the form 'Form Bundler' in User Definition.
  • A client must be enrolled in an active episode (Client A).
Steps
  1. Access the 'Form Bundler' form.
  2. Validate a "Form Bundler" dialog is displayed stating: Edit Existing Form Bundle or Create New Form Bundle.
  3. Click [Create New] and [Print Current Menu].
  4. Validate a "Form Bundler" menu is displayed.
  5. Click [Dismiss].
  6. Enter any value (Form Bundle A) in the 'Form Bundle Description' field.
  7. Select any value from the 'Menu to Place Form Bundle Under' field.
  8. Select the 'Included Forms' tab.
  9. Click [Add New Item].
  10. Select any value (ex. 'Call Intake') from the 'Form' field.
  11. Click [Add New Item].
  12. Select any value of the same entity database as the one selected in the previous step (ex. 'Assign Permanent MR#') from the 'Form' field.
  13. Click [Submit].
  14. Access the 'Display Form Bundle' form.
  15. Select "All" from the 'Individual or All Form Bundles' field.
  16. Click [Process].
  17. Validate a Display Form Bundle report is displayed
  18. Validate the report displays "Form Bundle A".
  19. Click [Dismiss].
  20. Validate a "Form Return" dialog is displayed stating: Processing report has completed. Do you wish to return to form?
  21. Click [No].
  22. Select "Client A" and access the form bundle.
  23. Validate the form bundle opens under "Client A" with all forms in the bundle in numerical order
  24. Validate that each form opens when selected.
  25. Click [Cancel] on any form within the bundle
  26. Validate that the form closes.
  27. Compete each of the remaining forms in the bundle and click [Submit].
  28. Validate each form files successfully.
Topics
• Form Bundles • myAvatar/myAvatar NX • NX
Client Specific ToDo Widget - Form Launch
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Individual Progress Note
Scenario 1: Client Specific ToDo Widget - Launch Form
Specific Setup:
  • A user must have the 'Client Specific ToDo' widget assigned to their 'Client Dashboard' view.
  • A client must be admitted to an active episode with a draft ToDo previously filed (Client A).
Steps
  1. Select "Client A" and access the 'Client Dashboard'.
  2. Click [any form] on the 'Client Specific ToDo's' widget and launch the draft record for "Client A".
  3. Complete the form and select 'Final' from the 'Draft/Final' field.
  4. Click [Submit Note] and [Sign].
  5. Enter your password in the 'Enter Password' field and click [Verify].
Topics
• myAvatar NX Only • NX • To-Do's • Widgets
'Treatment Plan' form - Launch Plan Dialogues
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Set the 'Plan Date' field to the current date.
  4. Select any value in the 'Plan Type' field.
  5. Select any value from 'Problem List'.
  6. Enter any value in the 'Strengths' field.
  7. Enter any value in the 'Weakness' field.
  8. Enter any value in the 'Discharge Planning' field.
  9. Select "Draft" in the 'Draft/Final' field.
  10. Click [Launch Plan].
  11. Select the problem from the 'Tree View'.
  12. Select any value from the Status field.
  13. Click [Add New Goal].
  14. Enter any value in the 'Goal' field.
  15. Select any value from the Status field.
  16. Click [Add New Objective].
  17. Enter any value in the 'Objective' field.
  18. Select any value from the Status field.
  19. Click [Add New Intervention].
  20. Enter any value in the 'Intervention' field.
  21. Select any value from the Status field.
  22. Click [Return to Plan].
  23. Select "Final" in the 'Draft/Final' field.
  24. Click [Submit] and [Sign].
  25. Enter your password in the 'Enter Password' field and click [Verify].
Topics
• myAvatar/myAvatar NX • NX • Treatment Plan
Widget Titles
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Individual Progress Note
Scenario 1: To Do Widget: Documents To Sign - Review All - Accept / Reject Document
Specific Setup:
  • Client must be enrolled in an active episode with Progress Note documents pending signature (Client A)
  • Practitioner must exist with Document to approve ToDo's on their 'To Do' widget. (Practitioner A).
Steps
  1. Select any client from the 'My Clients' list and access any 'Progress Note' form (ex. 'Progress Notes (Group and Individual')).
  2. Select any value from the ' Select Episode' field.
  3. Select any value from the 'Progress Note For' field.
  4. Select any value from the 'Note Type' field.
  5. Enter any value in the 'Notes Field'.
  6. Select 'Final' from the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Click [Sign and Route].
  9. Enter the logged in users password in the 'Verify Password' field.
  10. Click [Verify].
  11. Select any staff member in the 'Supervisor' field (ex. Staff member associated to logged in user).
  12. Click [Add].
  13. Validate that a 'Note Filed' dialog is displayed.
  14. Click [Ok].
  15. Click [Discard].
  16. Access the 'My To Do' widget .
  17. Locate the 'To Do' that was previously sent from 'Documents to Sign'.
  18. Click [Review] [Accept], and [Sign].
  19. Enter the logged in users password in the 'Verify Password' field.
  20. Click [Verify].
  21. Click [Close].
Topics
• myAvatar NX Only • NX
Missed Visit Report - Validation of 'Missed Visit' data.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Missed Visit Report
Scenario 1: Missed Visit Report - Validation of 'Missed Visit' data displaying in the report.
Specific Setup:

A client must be admitted to an existing episode (Client A) and be a member of an existing group defined in 'Group Registration' (Group A).

"Client A" must have a missed visit filed from a group appointment.

Steps
  1. Access the 'Missed Visit Report' form.
  2. Select any value in the 'All - Individual or All Clients' field.
  3. Select any date in the 'Start Date' field (ex. enter the date range for "Client A's" missed visit).
  4. Select any date in the 'End Date' field
  5. Click [Process].
  6. Validate that the 'Missed Visit Report' contains the data for "Client A's" missed visit, displaying as expected.
  7. Click [Close] and [Discard].
Topics
• Missed Visit Report • NX
Reason and Reason Text for Prescriptions in Home Medications.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Home Medications - not a controlled substance - New order, Reorder, Modify.
Specific Setup:
  • Avatar CareFabric 2021 Update 32, OrderConnect 18.2 and myAvatar NX Client Release 2021.04.01 must also be installed in order to enable this functionality.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • A client must have an active episode. (Client A)
  • Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Set the 'New Order' field to "Lisinopril 10 MG Tablet Oral".
  4. Set the 'Dose' field to "1".
  5. Validate the 'Dose Unit' field contains "Tablet".
  6. Select "Every Day" in the 'Frequency' field.
  7. Select "No Entry" in the 'Diagnosis' field.
  8. Select "For client safety" in the 'Reason' field.
  9. Set the 'Reason Text' field to "For treatment of high blood pressure".
  10. Set the 'Days Supply' field to "30".
  11. Validate the 'Dispense Qty' field contains "30".
  12. Validate the 'Dispense Qty Unit' field contains "Tablet".
  13. Click [Add to Scratchpad] and [Final Review].
  14. Validate the 'Final Review' dialog is displayed and click [Sign].
  15. Validate that the 'Order grid' contains an order for "Lisinopril 10 MG Tablet Oral" with 'Reason: For client safety - For treatment of high blood pressure".
  16. Select the order and click [Modify]
  17. Validate the 'Dose' field contains "1".
  18. Validate the 'Dose Unit' field contains "Tablet".
  19. Validate the 'Frequency' field contains "Every Day".
  20. Validate the 'Diagnosis' field contains "No Entry".
  21. Validate the 'Reason' field contains "For client safety".
  22. Validate the 'Reason Text' field contains "For treatment of high blood pressure".
  23. Validate the 'Days Supply' field contains "30".
  24. Validate the 'Dispense Qty' field contains "30".
  25. Validate the 'Dispense Qty Unit' field contains "Tablet".
  26. Click [Add to Scratchpad] and [Final Review].
  27. Validate the 'Final Review' dialog is displayed and click [Sign].
  28. Validate that the 'Order grid' contains an order for "Lisinopril 10 MG Tablet Oral" with 'Reason: For client safety - For treatment of high blood pressure".
  29. Select the order and click [Reorder]
  30. Validate the 'Dose' field contains "1".
  31. Validate the 'Dose Unit' field contains "Tablet".
  32. Validate the 'Frequency' field contains "Every Day".
  33. Validate the 'Diagnosis' field contains "No Entry".
  34. Validate the 'Reason' field contains "For client safety".
  35. Validate the 'Reason Text' field contains "For treatment of high blood pressure".
  36. Validate the 'Days Supply' field contains "30".
  37. Validate the 'Dispense Qty' field contains "30".
  38. Validate the 'Dispense Qty Unit' field contains "Tablet".
  39. Click [Add to Scratchpad] and [Final Review].
  40. Validate the 'Final Review' dialog is displayed and click [Sign].
  41. Validate that the 'Order grid' contains a new order for "Lisinopril 10 MG Tablet Oral" with 'Reason: For client safety - For treatment of high blood pressure".
Scenario 2: OE NX - Discharge Med Reconciliation - Reason/Reason Text
Specific Setup:
  • Avatar CareFabric 2021 Update 32, OrderConnect 18.2 and myAvatar NX Client Release 2021.04.01 must also be installed in order to enable this functionality.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3"
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Set the 'New Order' field to "CEFACLOR (2962) 250 MG CAPSULE ORAL".
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Capsule".
  5. Select "Every Day" in the 'Freq' field.
  6. Select "As per Doctor's request" in the 'Reason' field.
  7. Set the 'Reason Text' field to "This is the reason text".
  8. Set the 'Duration' to "28" and click [Days].
  9. Validate the 'Days Supply' field contains "28"
  10. Validate the 'Dispense Qty' field contains "28".
  11. Select "Capsule" in the 'Dispense Qty Unit' field.
  12. Click [Add to Scratchpad] and [Final Review]
  13. Validate the 'Interaction' dialog is displayed.
  14. Override all interaction and click [Save Override and Exit].
  15. Validate the 'Final Review' dialog is displayed and click [Sign].
  16. Validate the 'Order grid' contains an order for "CEFACLOR (2962) 250 MG CAPSULE ORAL" with "Reason: As per Doctor's Request - This is the reason text".
  17. Select the 'Discharge Med Reconciliation' tab.
  18. Validate that 'Inpatient Medications' contains an order for "CEFACLOR (2962) 250 MG CAPSULE ORAL" with "Reason: As per Doctor's Request - This is the reason text".
  19. Select the order and click [Add to Scratchpad].
  20. Validate the order for "CEFACLOR" is displayed in the 'Home Medications Scratchpad (Post-Discharge)'.
  21. Select the order.
  22. Validate the 'Dose' field contains "1".
  23. Validate the 'Dose Unit' field contains "Capsule".
  24. Validate the 'Frequency" field contains "Every Day".
  25. Validate the 'Diagnosis' field contains "No Entry".
  26. Validate the 'Reason' field contains "As per Doctor's request".
  27. Validate the 'Reason Text' field contains "This is the reason text".
  28. Set the 'Days Supply' field to "30".
  29. Validate the 'Dispense Qty' field contains "30".
  30. Validate the 'Dispense Qty Unit' field contains "Capsule".
  31. Click [Update Order].
  32. Set the 'New Order' field to "PriLOSEC 20 MG Capsule, Delayed Release Oral".
  33. Set the 'Dose' field to "1".
  34. Validate the 'Dose Unit' field contains "Capsule".
  35. Select "Every Day" in the 'Frequency' field.
  36. Select 'No Entry" in the 'Diagnosis' field.
  37. Select "For agitation" in the 'Reason' field.
  38. Set the 'Reason Text' field to "To help with heartburn".
  39. Set the 'Days Supply' field to "30".
  40. Validate the 'Dispense Qty' field contains "30".
  41. Validate the 'Dispense Qty Unit' field contains "Capsule".
  42. Click [Add to Scratchpad] and [Review and Sign].
  43. Validate the 'Final Review' dialog is displayed and click [Sign].
Scenario 3: OE NX - Order Entry Console - Reason and Reason Text are carried forward
Specific Setup:
  • Avatar CareFabric 2021 Update 32, OrderConnect 18.2 and myAvatar NX Client Release 2021.04.01 must also be installed in order to enable this functionality.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3".
  • Please log out 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).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Validate that the 'Client Reported' checkbox is checked.
  4. Set the 'New Order' field to "Advil 200 MG Tablet Oral".
  5. Set the 'Dose' field to "1".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "As Needed" in the 'Frequency' field.
  8. Select "For pain or fever' in the 'Reason' field.
  9. Set the 'Reason Text' field to "for headache".
  10. Click [Save].
  11. Validate that the 'Order grid' contains the order for "Advil - 200 MG, TAB, PO" with "Reason: For Pain or Fever - for headache".
  12. Uncheck the 'Client Reported' checkbox.
  13. Set the 'New Order' field to "Lisinopril 10 MG Tablet Oral".
  14. Set the 'Dose' field to "1".
  15. Validate the 'Dose Unit' field contains "Tablet".
  16. Select "Every Day" in the 'Frequency' field.
  17. Select any value in the 'Diagnosis' field
  18. Select "As per Doctor's Request" in the 'Reason' field.
  19. Set the 'Reason Text' field to "To help lower blood pressure".
  20. Set the 'Days Supply' field to "30".
  21. Validate the 'Dispense Qty' field contains "30".
  22. Validate the 'Dispense Qty Unit' field contains "Tablet".
  23. Click [Add to Scratchpad] and [Final Review].
  24. Validate that the 'Interactions' dialog is displayed.
  25. Enter a value in the 'Notes' field for all interactions and click [Save Override and Exit].
  26. Validate the 'Final Review' dialog is displayed and click [Sign].
  27. Validate the 'Order grid' contains the order for "Lisinopril 10 MG ORAL Tablet" with "Reason: As per Doctor's Request - To help lower blood pressure".
  28. Select the 'Admission Med Reconciliation' tab.
  29. Validate that 'Home Medications (Pre-Admission)' contains an order for "Lisinopril 10 MG ORAL Tablet" with "Reason: As per Doctor's Request - To help lower blood pressure" and an order for "Advil - 200 MG, TAB, PO" with "Reason: For Pain or Fever - for headache".
  30. Select both orders and click [Add to Scratchpad].
  31. Validate the 'Inpatient Medications Scratchpad' contains an order for "LISINOPRIL 10 MG TABLET ORAL" order with "Reason: As per Doctor's request - To help lower blood pressure" and an order for "ADVIL 200 MG TABLET ORAL" with "Reason: For pain or fever - for headache" both with red flags in the 'Action' column.
  32. Select the order for "LISINOPRIL"
  33. Validate the 'Dose' field contains "1".
  34. Validate the 'Dose Unit' field contains "Tablet"
  35. Validate the 'Freq' field contains "Every Day".
  36. Validate the 'Reason' field contains "As per Doctor's Request".
  37. Validate the 'Reason Text' field contains "To help lower blood pressure".
  38. Set the 'Duration' field to "28" and click [Days].
  39. Validate the 'Days Supply' field contains "28".
  40. Validate the 'Dispense Qty' field contains "28".
  41. Select "Tablet" in the 'Dispense Qty Unit' field.
  42. Click [Update Order].
  43. Select the order for "ADVIL"
  44. Validate the 'Dose' field contains "1".
  45. Validate the 'Dose Unit' field contains "Tablet"
  46. Validate the 'Freq' field contains "As Needed".
  47. Validate the 'Reason' field contains "For pain or fever".
  48. Validate the 'Reason Text' field contains "for headache".
  49. Set the 'Duration' field to "12" and click [Days].
  50. Validate the 'Days Supply' field contains "12".
  51. Validate the 'Dispense Qty' field contains "12".
  52. Select "Tablet" in the 'Dispense Qty Unit' field.
  53. Click [Update Order] and [Reconcile & Review].
  54. Validate that the 'Interactions' dialog is displayed.
  55. Override all interactions and click [Save Override and Exit].
  56. Validate that the 'Final Review' dialog is displayed and click [Sign].
  57. Create a report using the 'OrderEntry.med_rec_adm_home_meds' table and ensure the following fields are included: 'PATID', 'medication_type', 'med_full_description', 'reason_code', 'reason_value', and 'reason_text'.
  58. Filter the report by selecting "Client A's PATID" in the 'PATID' field.
  59. Validate that two rows are displayed, one for each order.
  60. Row one contains:
  61. 'medication_type' = "prescription"
  62. 'med_full_description' = "Lisinopril 10 MG TAB"
  63. 'reason_code' = "5"
  64. 'reason_value' = "As per Doctor's request"
  65. 'reason_text" = "To help lower blood pressure".
  66. Row two contains:
  67. 'medication_type' = "prescription"
  68. 'med_full_description' = "Advil - 200 MG, TAB, PO 200 MG TAB"
  69. 'reason_code' = "2"
  70. 'reason_value' = "For pain or fever"
  71. 'reason_text" = "for headache"
  72. Create a report using the 'OrderEntry.med_rec_adm_scr_pad' table and ensure the following fields are included: 'PATID', 'order_code_full_descr', 'reason_code', 'reason_value', and 'reason_text'.
  73. Filter the report by selecting "Client A's PATID" in the 'PATID' field.
  74. Validate that two rows are displayed, one for each order.
  75. Row one contains:
  76. 'order_code_full_descr' = "LISINOPRIL 10 MG TABLET"
  77. 'reason_code' = "5"
  78. 'reason_value' = "As per Doctor's request"
  79. 'reason_text" = "To help lower blood pressure".
  80. Row two contains:
  81. 'order_code_full_descr' = "ADVIL 200 MG TABLET"
  82. 'reason_code' = "2"
  83. 'reason_value' = "For pain or fever"
  84. 'reason_text" = "for headache".
  85. Select the 'Discharge Med Reconciliation' tab.
  86. Validate the 'Inpatient Medications' grid contains an order for "LISINOPRIL 10 MG ORAL TABLET" with "Reason: As per Doctor's request - To help lower blood pressure" and an order for "ADVIL 200 MG ORAL TABLET" with "Reason: For Pain or Fever - for headache".
  87. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Lisinopril 10 MG ORAL Tablet" with "Reason: As per Doctor's request - To help lower blood pressure" and an order for "Advil - 200 MG, TAB, PO" with "for headache".
  88. Select both orders in 'Inpatient Medications' and click [Add to Scratchpad].
  89. Validate that both orders appear in the 'Home Medications Scratchpad (Post-Discharge)'.
  90. Select the "Advil" order.
  91. Validate the 'Reason' field contains "For pain or fever"
  92. Validate the 'Reason Text' field contains " for headache".
  93. Set the 'Days Supply' field to "11".
  94. Validate the 'Dispense Qty' field contains "11".
  95. Validate the 'Dispense Qty Unit' field contains "Tablet".
  96. Click [Update Order].
  97. Select the "Lisinopril" order.
  98. Validate the 'Reason' contains "As per Doctor's Request".
  99. Validate the 'Reason Text' contains "To help lower blood pressure".
  100. Set the 'Days Supply' field to "30".
  101. Validate the 'Dispense Qty' field contains "30".
  102. Validate the 'Dispense Qty Unit' field contains "Tablet"
  103. Click [Update Order] and [Review and Sign].
  104. Validate the 'Interactions' dialog is displayed.
  105. Override all interactions and click [Save Override and Exit].
  106. Validate the 'Final Review' dialog is displayed and click [Sign].
  107. Create a report using the 'OrderEntry.med_rec_dis_ip_meds' table and ensure the following fields are included: 'PATID', 'order_code_full_description', 'reason_code', 'reason_value', and 'reason_text'.
  108. Filter the report by selecting "Client A's PATID" in the 'PATID' field.
  109. Validate that two rows are displayed, one for each order.
  110. Row one contains:
  111. order_code_full_description' = "LISINOPRIL 10 MG TABLET"
  112. 'reason_code' = "5"
  113. 'reason_value' = "As per Doctor's request"
  114. 'reason_text" = "To help lower blood pressure"
  115. Row two contains:
  116. 'order_code_full_description' = "ADVIL 200 MG TABLET"
  117. 'reason_code' = "2"
  118. 'reason_value' = "For pain or fever"
  119. 'reason_text" = "for headache"
  120. Create a report using the 'OrderEntry.med_rec_dis_scr_pad' table and ensure the following fields are included: 'PATID', 'med_full_descr', 'reason_code', 'reason_value', and 'reason_text'.
  121. Filter the report by selecting "Client A's PATID" in the 'PATID' field.
  122. Validate that four rows are displayed, one for each order.
  123. Row one contains:
  124. 'med_full_descr' = "Lisinopril 10 MG TAB"
  125. 'reason_code' = "5"
  126. 'reason_value' = "As per Doctor's request"
  127. 'reason_text" = "To help lower blood pressure".
  128. Row two contains:
  129. 'med_full_descr' = "Advil - 200 MG, TAB, PO"
  130. 'reason_code' = "2"
  131. 'reason_value' = "For pain or fever"
  132. 'reason_text" = "for headache".
  133. Row three contains:
  134. 'med_full_descr' = "ADVIL 200 MG TABLET"
  135. 'reason_code' = "2"
  136. 'reason_value' = "For pain or fever"
  137. 'reason_text" = "for headache".
  138. Row four contains:
  139. 'med_full_descr' = "Lisinopril 10 MG Tablet ORAL"
  140. 'reason_code' = "5"
  141. 'reason_value' = "As per Doctor's request"
  142. 'reason_text" = "To help lower blood pressure".
  143. Select the 'Home Medications' tab.
  144. Validate that the following orders are displayed:
  145. "Advil - 200 MG, TAB, PO" with "Reason: For pain or fever - for headache".
  146. "Lisinopril 10 MG Oral Tablet" with "Reason: As per Doctor's request - To help lower blood pressure".
  147. "Advil 200 MG Oral Tablet" with "Reason: For pain or fever - for headache".
  148. "Lisinopril 10 MG Oral Tablet" with "Reason: As per Doctor's request - To help lower blood pressure".
Topics
• NX • Order Entry Console
'My Clients', 'Recent Clients', 'Clients for Today' - Display Patient ID
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Client Alert dialog
  • Left Sidebar
  • Top Navigation
Scenario 1: My Clients, Recent Clients, and Clients for Today - Active Client Display
Specific Setup:
  • Have a user (User A) who is a staff member that has two clients in their caseload (Client A) and (Client B).
  • Client A and Client B must be enrolled in an active episode and have appointments scheduled in form "Scheduling Calendar" for the current date at Site A.
  • Have other users who are staff members defined on the system.
Steps
  1. Select "Client A" in the "My Clients" widget.
  2. Go down the list and click each client listed on the tab
  3. Validate each time the client is selected that their name is highlighted.
  4. Click on the "Staff" tab
  5. Go down the list and click each staff members name listed on the tab.
  6. Validate each time, the staff member is selected their name is highlighted
  7. Select the 'Site' tab.
  8. Select "Site A" in the "Search" field.
  9. Verify "Client A" and "Client B" are found and displayed as expected.
  10. Select "Client A".
  11. Validate that "Client A" is highlighted.
  12. Select the 'Client' tab.
  13. Validate "Client A" is now selected and (highlighted) in the 'Client' tab.
  14. While on the Client' tab, select "Client B".
  15. Validate that "Client B" is highlighted.
  16. Select the 'Site' tab.
  17. Validate that "Client B" is now selected (highlighted) in the 'Site' tab.
Topics
• My Clients • myAvatar NX Only • NX
Text Editor Window Display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Individual Progress Note
  • System Security Defaults
  • Text Editor
Scenario 1: Text Editor field display - Lock/Login screen
Specific Setup:
  • Client must be enrolled in an active episode (Client A).
  • The 'Lock Screen Timeout' field in 'System Security Defaults' must be set to a low number for testing (ex. 60 seconds).
Steps
  1. Access the form 'System Security Defaults'.
  2. Select the 'Lock Application' in the 'Application Timeout Behavior' field.
  3. Set the 'Lock Screen Timeout (In Seconds)' field to "30".
  4. Click [Submit].
  5. Select any client from the 'My Clients List' and access any form that has Text Editor fields (ex. 'Progress Notes (Group and Individual)').
  6. Select any episode from 'Select Episode' field.
  7. Select any value from the 'Progress Note For' field.
  8. Open the 'Text Editor' on any free text field and enter data.
  9. Allow the "30" second inactivity timeout to pass.
  10. Validate that you receive the inactivity timeout warning and the screen locks.
  11. Enter your credentials and click [Unlock].
  12. Validate that the Text Editor screen appears as expected.
  13. Complete the form and click [Submit].
  14. Access the form 'System Security Defaults'.
  15. Select the 'Exit Application - Application Timeout Behavior' field.
  16. Set the 'Lock Screen Timeout (In Seconds)' field to "60".
  17. Click [Submit].
  18. Select any client from the 'My Clients List' and access any form that has Text Editor fields (ex. 'Progress Notes (Group and Individual)').
  19. Select any episode from 'Select Episode' field.
  20. Select any value from the 'Progress Note For' field.
  21. Open the 'Text Editor' on any free text field and enter data.
  22. Allow the "60" second inactivity timeout to pass.
  23. Validate that you receive the inactivity timeout warning and you are returned to the 'Login' screen.
Topics
• Login • NX • Progress Notes • Text Editor
Supervising Physician is required on the 'Final Review' dialog for the Order Entry Console
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Order Entry with a user that requires a Supervising Physician
Specific Setup:
  • A user must be logged in that requires supervision and does not have an associated Supervising Physician.
  • A physician must be configured that can be selected to supervise orders. (Practitioner A)
  • A client must have an active inpatient episode whose program or unit must be configured in the 'External Pharmacy Setup' form. (Client A)
  • Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Set the ‘New Order’ field to "XANAX 1 MG TABLET ORAL".
  3. Set the ‘Dose’ field to "1".
  4. Validate the ‘Dose Unit’ field contains "Tablet".
  5. Select "EVERY DAY" from the ‘Freq’ field.
  6. Set the ‘Duration’ field to "14" and click [Days].
  7. Validate the ‘Days Supply’ field contains "14".
  8. Validate the ‘Dispense Qty Unit’ field contains "14".
  9. Select "Tablet" from the ‘Dispense Qty’ field.
  10. Validate the Start Date field contains the current date.
  11. Validate the Start Time field contains the current time.
  12. Validate the Stop Date field contains a date fourteen days from the 'Start Date'.
  13. Validate the Stop Time field contains a time one minute prior to the ‘Start Time’.
  14. Click [Add to Scratchpad] and [Final Review].
  15. Validate the ‘Interactions’ dialog is displayed.
  16. Set the ‘Notes’ field to any value and click [Save Override and Exit].
  17. Validate the ‘Supervising Physician’ field does not contain a value.
  18. Click [Sign].
  19. Validate the ‘Error’ dialog is displayed and states, " A supervisor is required".
  20. Click [OK].
  21. Set the ‘Supervising Physician’ field to “Practitioner A”.
  22. Click [Sign].
  23. Validate the 'Order Grid' contains an order for "XANAX 1 MG ORAL TABLET".
Topics
• NX • Order Entry Console
OE NX - Return values when performing a search for 'Supervising Physician'.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Order Entry Console
  • Order Entry Console - Final Review dialog
  • Orders This Episode
Scenario 1: OE NX - Validate that the 'Supervising Physician' field in the 'Final Review' dialog returns results
Specific Setup:
  • A user must be logged in that requires a supervising physician.
  • A client must have an active episode. (Client A)
  • There must be multiple staff members that can be utilized as an 'Ordering Practitioner' that contains the same letter in the last name or the same number in the 'Staff Member ID".
  • There must be multiple staff members that can be utilized as a 'Supervising Physician' that contains the same letter in the last name or the same number in the 'Staff Member ID".
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Set the ‘New Order’ field to "WELLBUTRIN".
  3. Validate the list of results contains more than one value.
  4. Select "WELLBUTRIN XL 300 MG TABLET, EXTENDED RELEASE, 24 HR ORAL" from the ‘New Order’ field.
  5. Click [Refresh Orders].
  6. Set the 'New Order' field to "WELLBUTRIN 300".
  7. Validate the list of results contains only one value.
  8. Select "WELLBUTRIN XL 300 MG TABLET, EXTENDED RELEASE, 24 HR ORAL" from the ‘New Order’ field.
  9. Set the ‘Dose’ field to "1".
  10. Validate the ‘Dose Unit’ field contains "Tablet".
  11. Select "EVERY DAY, AS NEEDED" from the ‘Freq’ field.
  12. Set the ‘Duration’ field to "28" and click [Days].
  13. Validate the ‘Days Supply’ field contains "28".
  14. Validate the ‘Dispense Qty’ field contains "28".
  15. Select "Tablet" from the ‘Dispense Qty’ field.
  16. Validate the ‘Start Date’ field contains the current date.
  17. Validate the ‘Start Time’ field contains the current time.
  18. Validate the ‘Stop Date’ field contains a date 28 days from the ‘Start Date’.
  19. Validate the ‘Stop Time’ field contains a time one minute before the ‘Start Time’.
  20. Click [Add to Scratchpad].
  21. Validate the ‘Ordering Practitioner’ field contains “Ordering Practitioner A”.
  22. Set the ‘Ordering Practitioner’ field to a value that will return many results.
  23. Validate the list of results contains more than one value.
  24. Select "Ordering Practitioner B" from the ‘Ordering Practitioner’ field.
  25. Set the ‘Ordering Practitioner’ field to the ‘User ID’ for “Ordering Practitioner A”.
  26. Validate the list of results contains only one value.
  27. Select “Ordering Practitioner A” from the ‘Ordering Practitioner’ field.
  28. Click [Final Review].
  29. Validate the ‘Interactions' dialog is displayed and set the ‘Notes’ field to any value.
  30. Click [Save Override and Exit].
  31. Validate the ‘Final Review’ dialog is displayed and the ‘Supervising Physician’ field contains "Supervising Physician A".
  32. Set the ‘Supervising Physician’ field to a value that will return many results.
  33. Validate the list of results contains more than one value.
  34. Select "Supervising Physician B" from the list of results.
  35. Set the ‘Supervising Physician’ field to the “User ID” for "Supervising Physician A".
  36. Validate the list of results contains only one value.
  37. Select "Supervising Physician A" from the list of results.
  38. Click [Sign].
  39. Select the ‘Home Medications’ tab.
  40. Set the ‘New Order’ field to "WELLBUTRIN".
  41. Validate the list of results contains more than one value.
  42. Select “Wellbutrin 100 MG Tablet Oral" from the ‘New Order’ field.
  43. Click [Refresh Orders].
  44. Set the ‘New Order’ field to "WELLBUTRIN 100 MG, TABLET, ORAL".
  45. Validate the list of results contains only one value.
  46. Select "Wellbutrin 100 MG, Tablet, Oral (1 Tablet)" from the ‘New Order’ field.
  47. Validate the ‘Dose’ field contains "1".
  48. Validate the ‘Dose Unit’ field contains "ea".
  49. Select "DAILY" from the ‘Frequency’ field.
  50. Set the ‘Dispense Qty’ field to "14".
  51. Validate the ‘Dispense Qty’ field contains "Tablet".
  52. Validate the ‘Start Date’ field contains the current date.
  53. Validate the ‘Stop Date’ field contains a date 14 days from the ‘Start Date’.
  54. Click [Add to Scratchpad].
  55. Click [Final Review].
  56. Validate the ‘Final Review’ dialog is displayed and the ‘Supervising Physician’ field contains "Supervising Physician A".
  57. Set the ‘Supervising Physician’ field to a value that will return many results.
  58. Validate the list of results contains more than one value.
  59. Select ‘Supervising Physician B’ from the list of results.
  60. Set the ‘Supervising Physician’ field to the “User ID” for ‘Supervising Physician A’.
  61. Validate the list of results contains only one value.
  62. Select ‘Supervising Physician A’ from the list of results.
  63. Click [Sign].
Topics
• NX
'Supervising Physician' is required in the 'Final Review' dialog and is needed to file an order.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Order Entry with a user that requires a Supervising Physician
Specific Setup:
  • A user must be logged in that requires supervision and does not have an associated Supervising Physician.
  • A physician must be configured that can be selected to supervise orders. (Practitioner A)
  • A client must have an active inpatient episode whose program or unit must be configured in the 'External Pharmacy Setup' form. (Client A)
  • Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Set the ‘New Order’ field to "XANAX 1 MG TABLET ORAL".
  3. Set the ‘Dose’ field to "1".
  4. Validate the ‘Dose Unit’ field contains "Tablet".
  5. Select "EVERY DAY" from the ‘Freq’ field.
  6. Set the ‘Duration’ field to "14" and click [Days].
  7. Validate the ‘Days Supply’ field contains "14".
  8. Validate the ‘Dispense Qty Unit’ field contains "14".
  9. Select "Tablet" from the ‘Dispense Qty’ field.
  10. Validate the Start Date field contains the current date.
  11. Validate the Start Time field contains the current time.
  12. Validate the Stop Date field contains a date fourteen days from the 'Start Date'.
  13. Validate the Stop Time field contains a time one minute prior to the ‘Start Time’.
  14. Click [Add to Scratchpad] and [Final Review].
  15. Validate the ‘Interactions’ dialog is displayed.
  16. Set the ‘Notes’ field to any value and click [Save Override and Exit].
  17. Validate the ‘Supervising Physician’ field does not contain a value.
  18. Click [Sign].
  19. Validate the ‘Error’ dialog is displayed and states, " A supervisor is required".
  20. Click [OK].
  21. Set the ‘Supervising Physician’ field to “Practitioner A”.
  22. Click [Sign].
  23. Validate the 'Order Grid' contains an order for "XANAX 1 MG ORAL TABLET".
Topics
• NX • Order Entry Console
'Medical Note' Filing with 'Document Routing' enabled
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document.Chief Complaint
  • Document.Diagnosis
  • Document.HPI
  • Document.Medical Decision Making
  • Document.Physical Exam
  • Document.Plan Of Care
  • Facesheet.About
  • Finalize.CPT Selection
  • Finalize.Note Details
  • Finalize.Note Summary
  • Note Details
  • Today's E&M Appointments
Scenario 1: MedNote - Complete a note for an existing client with 'Document Routing' enabled.
Specific Setup:
  • Avatar environment with the Medical Note widget configured.
  • A client must be enrolled in an active episode (Client A) with an appointment scheduled using the required E&M code.
  • User must have access to the MedNote view in 'NX View Definition' (User A).
  • "User A" must be associated to a staff member with permissions configured to be a 'MedNote' user in 'User Definition'.
  • User with a defined template that is configured for the Mental Status Exam section of Medical Note.
  • "Client A" should have a previously filed 'Social History' assessment filed.
Steps
  1. Start a note for a client with an existing appointment on today's date.
  2. Validate that the "Client Type" field is set to "New".
  3. Fill out the required fields and click [Save].
  4. Verify the Facesheet tab loads.
  5. Add or edit the "Psychiatry History" section under "Past Health History".
  6. Add or edit the "Family Psychiatry History" section under "Family Health History".
  7. Go to the Document tab.
  8. Fill out the required sections on the Document tab.
  9. Navigate to the "HPI" section.
  10. Verify the "Psychiatry History" and "Family Psychiatry History" fields exist.
  11. Validate the "Psychiatry History" and "Family Psychiatry History" fields are equal to the values saved on the Facesheet.
  12. Change the "Psychiatry History" and "Family Psychiatry History" fields to any value.
  13. Verify the "Social History" section exists.
  14. Navigate to the "Social History" section.
  15. Add or edit the "Social History" section.
  16. Verify the existence of ROS section
  17. Verify the button "Pull ROS from Last Visit" is displayed on the ROS section header.
  18. Click the "Pull ROS from Last Visit" link
  19. Verify ROS section auto populates the values from the previously visited note within that episode.
  20. Navigate to the "Mental Status Exam" section.
  21. Validate that the "Mental Status Exam" sidebar item is not required.
  22. Validate that the "Mental Status Exam" section is not required.
  23. Validate [Use MSE Template] is displayed on the "Mental Status Exam" section header.
  24. Click [Use MSE Template].
  25. Validate that "Mental Status Exam" text area is auto populated with the organization-defined template.
  26. Navigate to the "MDM" section.
  27. Validate that the "MDM" sidebar item is not required.
  28. Validate that the "Problems Addressed This Visit" section is not required.
  29. Validate that the "Risk of Significant Complications, Morbidity, and/or Mortality" field is not required.
  30. Complete the "MDM" fields.
  31. Go to the Facesheet tab.
  32. Validate that your changes from the Document tab are saved.
  33. Validate that the "Past Health History" section is reviewed.
  34. Validate that the "Family Health History" section is reviewed.
  35. Validate that the "Social History" section is reviewed.
  36. Go to the Finalize tab.
  37. Fill out the required sections on the Finalize tab.
  38. Validate that the "CPT Selection" section is not required.
  39. Verify that the "CPT Code Selected" field does not exist.
  40. Click [Generate] in the "Note Summary" section.
  41. Validate that the progress note contains your changes in the "Past Health History", "Family Health History", and "Social History" sections.
  42. Validate that the progress note contains the "Mental Status Exam" and "Medical Decision Making" sections when populating values in the above sections.
  43. Sign off on the note and validate that it is removed from the appointment list.
Topics
• Medical Note • NX
'Practitioner Enrollment' form - 'Practitioner Credentials'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
Scenario 1: Practitioner Enrollment and Termination
Specific Setup:
  • User must have access to the form 'Practitioner Enrollment'.
  • A staff member must be enrolled in 'Practitioner Enrollment' form (Staff A).
Steps
  1. Access the 'Practitioner Enrollment' form.
  2. Select "Staff A" in the 'Select Staff' field.
  3. Click [Ok].
  4. Select the 'Categories/Taxonomy' tab.
  5. Select any value in the 'Category/Taxonomy' field.
  6. Select any value in the 'Practitioner Category' field.
  7. Click [Add Practitioner Categories].
  8. Click [Practitioner Credentials].
  9. Select any credentials from the 'Select Credentials' field.
  10. Click [Ok].
  11. Click [Submit].
Topics
• myAvatar/myAvatar NX • NX • Practitioner Enrollment
Calendar Control On/Off Setting - Facility Configuration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Missed Visit Report
Scenario 1: Facility Configuration: Calendar Control Off Setting
Specific Setup:
  • A Netsmart configuration required for the removal of calendar control icon within forms. Please contact a Netsmart representative for this configuration.
Steps
  1. Access any form that has date calendar controls (ex. 'Missed Visit Report')
  2. Select any value from the 'Individual or All Clients' field.
  3. Validate that the 'Start Date' and 'End Date' fields do not display the calendar icon.
  4. Select any date from the 'Start Date' field.
  5. Select any value from the 'End Date' field.
  6. Click [Process].
  7. Validate that the data displays as expected if there are missed visits within the date range entered.
  8. Click [Close] and [Discard].
Topics
• Forms • myAvatar NX Only • NX
OE NX - Discharge Med Reconciliation - Removing a previously existing program
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • OrderConnect Facility/Agency Definition
Scenario 1: OE NX - Discharge Med Reconciliation - Removing a previously mapped program
Specific Setup:
  • OrderConnect must be configured to communicate with myAvatar and vice versa
  • A program must be associated with an agency in the 'OrderConnect Facility/Agency Definition' form (Program A)
  • A client must be admitted into an inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the Order Entry Console for "Client A".
  2. Click the 'Discharge Reconciliation' tab.
  3. Set the 'New Order' field to "Advil 200 mg Tablet Oral".
  4. Set the 'Dose' field to "2".
  5. Select the 'Dose Unit' field to "Tablet".
  6. Select "4 TIMES A DAY" from the 'Frequency' field.
  7. Set the 'Days Supply' field to "12".
  8. Validate the 'Program' field contains "Program A".
  9. Click [Add to Scratchpad], [Final Review], and [Sign].
  10. Click the 'Orders This Episode' tab.
  11. Access the 'HomeView'.
  12. Open the 'OrderConnect Facility/Agency Definition' form.
  13. Select the 'OrderConnect Agency Definition' section.
  14. Click "Program A" in the 'OrderConnect Agency Definition' grid.
  15. Click [Delete Selected Item].
  16. Validate a message is displayed stating "Are you sure?"
  17. Click [Yes] and [Submit].
  18. Log out of the application and log back in.
  19. Access the Order Entry Console for "Client A".
  20. Click the 'Discharge Reconciliation' tab.
  21. Validate the 'Program' field under the scratchpad contains "Program A".
  22. Select any other client.
  23. Validate the Order Entry Console displays appropriately for the second client selected.
Topics
• NX
Form Designer - Show Section (Forms with multiple sections)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (PM)
Scenario 1: Form Designer - 'Show Section' validation
Specific Setup:
  • User must have access to the 'Form Designer' form.
Steps
  1. Access the 'Form Designer' form.
  2. Select any value from the 'Forms' field.
  3. Select any value from the 'Sections' field.
  4. Click [Show Section].
  5. Validate that the section displays all the fields as expected.
  6. Click [Cancel]
  7. Select any value from the 'Sections' field.
  8. Click [Show Section].
  9. Validate that the section displays all the fields as expected.
  10. Click [Save] and [Submit].
Topics
• Form Designer • NX
OE NX POV - Timeout warning message
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 POV - Orders This Episode - New Order - Schedule II - eRX
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The OE NX POV must be configured in the myAvatar application
  • The 'User Timeout (In Seconds)' field in the 'User Definition' form must be set to "300" for the logged in user
  • A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form (Client A)
  • Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form
Steps
  1. Access the Order Entry Console for "Client A".
  2. Take no action for 5 minutes.
  3. Validate a message displays stating "No Activity Detected. Logging out current user in x seconds" and click [OK].
  4. Set the 'New Order' field to "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL".
  5. Set the 'Dose' field to "1".
  6. Set the 'Dose Unit' field to "Capsule".
  7. Select "3 TIMES A DAY, AS NEEDED" from the 'Freq:' field.
  8. Set the 'Duration' field to "28" and click [Days].
  9. Validate the Refills field is equal to "0".
  10. Validate the 'Days Supply' field is equal to "28".
  11. Validate the 'Dispense Qty' field is equal to "84".
  12. Select "Capsule" from the 'Dispense Qty' field.
  13. Validate the 'Directions' field is equal to "Take one (1) capsule by mouth three times a day, as needed".
  14. Click [Add to Scratchpad] and [Final Review].
  15. Select 'eRX' from the 'Output' field.
  16. Validate 'Ready to Sign' contains "By completing the two-factor authentication protocol at this time you are legally signing the prescription(s) and authorizing the transmission of the above information to the pharmacy for dispensing. The two-factor authentication protocol may only be completed by the practitioner whose name and DEA".
  17. Click the 'Ready to sign' checkbox click [Sign].
  18. Validate the 'Two-Factor Authentication' dialog displays.
  19. Enter the 'Username' and 'Password' and click [Enter].
  20. Set the 'Please enter your One-Time Passcode' field to the unique id received and click [Enter].
  21. Validate the order displays in the 'Order grid'.
Topics
• NX • Order Entry Console
Avatar NX: Acquire the newest release when launching the application
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Left Sidebar
Scenario 1: Avatar NX: acquire the newest release when launching the application
Steps

Internal Testing Only
Topics
• Login • myAvatar NX Only • NX