Avatar NX User Interface Update 2021.05.01 Acceptance Tests

AV-62877 Summary | Details

Single Select Dictionary Value Display

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

Vitals Entry

Scenario 1: Vitals Entry - add vitals

Specific Setup:

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

Steps

Access the 'Vitals Entry' form for "Client A".
Select "Add" in the 'Add/Edit/Delete Vital Sign' field. Validate the dictionary values display in the following order: "Add", "Edit", Delete".
Populate all required and desired vitals.
Select the desired value in the 'Position' field. Validate the dictionary values display in the following order: "Sitting", "Lying", "Standing".
Submit the form.

Topics

• NX • Vitals Entry

AV-63113 Summary | Details

Document Routing - Date Created and Time zone abbreviation

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

Diagnosis
Dynamic Form - Admission - Client
Document Routing Setup (PM)
Dynamic Form - document routing - sign
Dynamic Form - document routing - verify password
Dynamic Form - Document Routing Setup - Select Form
Dynamic Form - Progress Notes
Mental Health Progress Note

Scenario 1: Validate Timezone displays on TIFF images

Specific Setup:

Client must be enrolled in an active episode (Client A).
User must be associated with a staff member (Staff A).

Steps

Select any client and access any 'Progress Notes (Group and Individual)' form that has 'Document Routing' enabled.
Select any episode from the 'Episode Selection' field.
Select any value from the 'Progress Note For' field.
Select any note type from the 'Note Type' field.
Set the 'Notes Field' field to any value to include special text characters (ex. ÀÁÂÃÄÅÆÇÈÉÊËÌÍÎÏÐÑÒÓÔÕÖ×ØÙÚÛÜÝ).
Complete the remaining required fields.
Select "Final" from the 'Draft/Final' field.
Click [Submit Note].
Validate that the time zone displays in the correct format as expected.
Click the [Sign and Route/Notify] and enter the logged in user's password in the 'Password' field.
Click [Verify].
Select any supervisor from the 'Supervisor' field and click [Add].
Select a different supervisor from the 'Supervisor' field and click [Add].
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"?
Click [Yes].
Validate that the approver list updated as expected.
Select the original supervisor from the 'Supervisor' field and click [Add].
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"?
Click [Yes].
Click [Submit].
Validate that a 'Progress Notes' dialog is displayed stating 'Note Filed' and click [Ok].
Click [Discard].

Scenario 2: Validate Diagnosis Current Time

Steps

Internal Testing Only

Scenario 3: Progress Notes with Crystal Report

Steps

Internal Testing Only

Topics

• Diagnosis • Document Routing • NX • Progress Notes

AV-67726 Summary | Details

Site Registration - Add a recurring Holiday

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

Site Registration

Scenario 1: Site Registration - Adding a recurring holiday

Specific Setup:

A site must be defined in the 'Site Registration' form.

Steps

Access the 'Site Registration' form.
Select any value from the 'Select Site' field.
Click [Site Holidays].
Click [New Row].
Select any "Recurring" in the 'Recurring or Individual' field.
Select any value from the 'Recurrence Pattern' field (ex. Yearly).
Select any date from the 'Holiday Date' field.
Select any value from the '# of Sessions or Date Range' field (ex. 1)
Select any value from the '# of Sessions' field.
Enter any value in the 'Holiday Description' field.
Select any value from the 'Closed for Entire Day of For Selected Time' field.
Select any value from the 'Specific Date or Other' field.
Select any value from the 'Day Of Yearly Recurrence Pattern' (ex. Monday).
Select any value from the 'Frequency of Selected Day' field.
Select any value from the 'Month' field.
Click [Save] and [Submit].
Access the 'Scheduling Calendar' form.
Navigate to the newly created holiday and validate that the date is blocked and you are unable to schedule any appointments.

Topics

• NX • Site Registration

AV-70854 Summary | Details

Ventilator 'Order Type' added

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

Orders This Episode
Vent Mode Settings Setup

Scenario 1: Vent Mode Settings Setup - Add/Edit and Remove a setting

Specific Setup:

Avatar OE 2021 Update 20 and myAvatar NX Release 2021.05.01 are required in order to utilize full functionality.
An order code with an 'Order Type' of "Ventilator" must exist. (Ventilator)
A client must have an active episode. (Client A)

Steps

Access the 'Vent Mode Settings Setup' form.
Select "APRV" from the 'Vent Mode' field.
Validate that the 'Current Vent Settings for this Vent Mode' field contains:
Pressure Support (cmH2O), Required =Y, Order=100
PEEP/CPAP (cmH2O), Required=Y, Order=200
FIO2 (%), Required=Y, Order=300
Time High (seconds), Required=N, Order=400
Time Low (seconds), Required=N, Order=500
Pressure Low (cmH2O), Required=N, Order=600
Close the form.
Select "Client A" and access the Order Entry Console.
Set the 'New Order' field to "Ventilator".
Validate that the 'Vent Mode' field is required and enabled.
Select "APRV" in the 'Vent Mode' field
Validate the 'Pressure Support (cmH2O)' field is required and enabled.
Validate the 'PEEP/CPAP (cmH2O)' field is required and enabled.
Validate the 'FIO2 (%)' field is required and enabled.
Validate the 'Time High (seconds)' field is not required and enabled.
Validate the 'Time Low (seconds)' field is not required and enabled.
Validate the 'Pressure Low (cmH2O)' field is not required and enabled.
Access the 'Vent Mode Settings Setup' form.
Select "APRV" from the 'Vent Mode' field.
Validate that the 'Current Vent Settings for this Vent Mode' field contains:
Pressure Support (cmH2O), Required =Y, Order=100
PEEP/CPAP (cmH2O), Required=Y, Order=200
FIO2 (%), Required=Y, Order=300
Time High (seconds), Required=N, Order=400
Time Low (seconds), Required=N, Order=500
Pressure Low (cmH2O), Required=N, Order=600
Validate the 'Add/Edit/Remove Vent Setting' field is required and enabled.
Select "Add" in the 'Add/Edit/Remove Vent Setting' field.
Validate the 'Vent Setting' field is required and enabled.
Select "Pressure High (cmH2O)" in the 'Vent Setting' field.
Validate the 'Required' field is required and enabled.
Validate the 'Prompt Order' field is enabled and required.
Click [Update Vent Setting for this Vent Mode].
Validate a message is displayed stating: "At least one required field is missing" and click [OK].
Select "No" in the 'Required' field.
Set the 'Prompt Order' field to "600"
Click [Update Vent Setting for this Vent Mode].
Validate a message is displayed stating: "Prompt number 600 is already in use. Vent Setting was NOT added." and click [OK]
Set the 'Prompt Order' field to "0"
Click [Update Vent Setting for this Vent Mode].
Validate a message is displayed stating: "Prompt number must be a positive number. Vent Setting was NOT added." and click [OK].
Set the 'Prompt Order' field to "-1"
Click [Update Vent Setting for this Vent Mode].
Validate a message is displayed stating: "Prompt number must be a positive number. Vent Setting was NOT added." and click [OK].
Set the 'Prompt Order' field to "700".
Click [Update Vent Setting for this Vent Mode].
Validate that the 'Current Vent Settings' field contains the following:
Pressure Support (cmH2O), Required =Y, Order=100
PEEP/CPAP (cmH2O), Required=Y, Order=200
FIO2 (%), Required=Y, Order=300
Time High (seconds), Required=N, Order=400
Time Low (seconds), Required=N, Order=500
Pressure Low (cmH2O), Required=N, Order=600
Pressure High (cmH2O), Required=N, Order=700
Click [Save Vent Settings for this Vent Mode].
Validate a message is displayed stating: "Filed Successfully" and click [OK].
Close the form.
Log out of the application and log back in.
Select "Client A" and access the Order Entry Console.
Set the 'New Order' field to "Ventilator".
Validate that the 'Vent Mode' field is required and enabled.
Select "APRV" in the 'Vent Mode' field
Validate the 'Pressure Support (cmH2O)' field is required.
Validate the 'PEEP/CPAP (cmH2O)' field is required.
Validate the 'FIO2 (%)' field is required.
Validate the 'Time High (seconds)' field is not required.
Validate the 'Time Low (seconds)' field is not required.
Validate the 'Pressure Low (cmH2O)' field is not required.
Validate the 'Pressure High (cmH2O)' field is not required.
Access the 'Vent Mode Settings Setup' form.
Select "APRV" from the 'Vent Mode' field.
Validate that the 'Current Vent Settings for this Vent Mode' field contains:
Pressure Support (cmH2O), Required =Y, Order=100
PEEP/CPAP (cmH2O), Required=Y, Order=200
FIO2 (%), Required=Y, Order=300
Time High (seconds), Required=N, Order=400
Time Low (seconds), Required=N, Order=500
Pressure Low (cmH2O), Required=N, Order=600
Pressure High (cmH2O), Required=N, Order=700
Select "Edit" in the 'Add/Edit/Remove Vent Setting' field.
Select "Pressure High (cmH2O)" in the 'Vent Setting to Edit/Remove' field.
Select "Yes" in the 'Required' field.
Click [Update Vent Setting for this Vent Mode].
Validate that the 'Current Vent Settings for this Vent Mode' field contains:
Pressure Support (cmH2O), Required =Y, Order=100
PEEP/CPAP (cmH2O), Required=Y, Order=200
FIO2 (%), Required=Y, Order=300
Time High (seconds), Required=N, Order=400
Time Low (seconds), Required=N, Order=500
Pressure Low (cmH2O), Required=N, Order=600
Pressure High (cmH2O), Required=Y, Order=700
Close the form
Access the 'Vent Mode Settings Setup' form.
Select "APRV" from the 'Vent Mode' field.
Validate that the 'Current Vent Settings for this Vent Mode' field contains:
Pressure Support (cmH2O), Required =Y, Order=100
PEEP/CPAP (cmH2O), Required=Y, Order=200
FIO2 (%), Required=Y, Order=300
Time High (seconds), Required=N, Order=400
Time Low (seconds), Required=N, Order=500
Pressure Low (cmH2O), Required=N, Order=600
Pressure High (cmH2O), Required=N, Order=700
Select "Edit" in the 'Add/Edit/Remove Vent Setting' field.
Select "Pressure High (cmH2O)" in the 'Vent Setting to Edit/Remove' field.
Select "Yes" in the 'Required' field.
Click [Update Vent Setting for this Vent Mode].
Validate that the 'Current Vent Settings for this Vent Mode' field contains:
Pressure Support (cmH2O), Required =Y, Order=100
PEEP/CPAP (cmH2O), Required=Y, Order=200
FIO2 (%), Required=Y, Order=300
Time High (seconds), Required=N, Order=400
Time Low (seconds), Required=N, Order=500
Pressure Low (cmH2O), Required=N, Order=600
Pressure High (cmH2O), Required=Y, Order=700
Click [Save Vent Setting for this Vent Mode].
Validate a message is displayed stating: "Filed Successfully" and click [OK].
Close the form.
Log out of the application and log back in.
Select "Client A" and access the Order Entry Console.
Set the 'New Order' field to "Ventilator".
Validate that the 'Vent Mode' field is required and enabled.
Select "APRV" in the 'Vent Mode' field
Validate the 'Pressure Support (cmH2O)' field is required.
Validate the 'PEEP/CPAP (cmH2O)' field is required.
Validate the 'FIO2 (%)' field is required.
Validate the 'Time High (seconds)' field is not required.
Validate the 'Time Low (seconds)' field is not required.
Validate the 'Pressure Low (cmH2O)' field is not required.
Validate the 'Pressure High (cmH2O)' field is required.
Access the 'Vent Mode Settings Setup' form.
Select "APRV" from the 'Vent Mode' field.
Validate that the 'Current Vent Settings for this Vent Mode' field contains:
Pressure Support (cmH2O), Required =Y, Order=100
PEEP/CPAP (cmH2O), Required=Y, Order=200
FIO2 (%), Required=Y, Order=300
Time High (seconds), Required=N, Order=400
Time Low (seconds), Required=N, Order=500
Pressure Low (cmH2O), Required=N, Order=600
Pressure High (cmH2O), Required=Y, Order=700
Select "Remove" in the 'Add/Edit/Remove Vent Setting' field.
Select "Pressure High (cmH2O)" in the 'Vent Setting to Edit/Remove' field.
Click [Update Vent Setting for this Vent Mode].
Validate that the 'Current Vent Settings for this Vent Mode' field contains:
Pressure Support (cmH2O), Required =Y, Order=100
PEEP/CPAP (cmH2O), Required=Y, Order=200
FIO2 (%), Required=Y, Order=300
Time High (seconds), Required=N, Order=400
Time Low (seconds), Required=N, Order=500
Pressure Low (cmH2O), Required=N, Order=600
Click [Save Vent Setting for this Vent Mode].
Validate a message is displayed stating: "Filed Successfully" and click [OK].
Close the form.
Log out of the application and log back in.
Select "Client A" and access the Order Entry Console.
Set the 'New Order' field to "Ventilator".
Validate that the 'Vent Mode' field is required and enabled.
Select "APRV" in the 'Vent Mode' field
Validate the 'Pressure Support (cmH2O)' field is required.
Validate the 'PEEP/CPAP (cmH2O)' field is required.
Validate the 'FIO2 (%)' field is required.
Validate the 'Time High (seconds)' field is not required.
Validate the 'Time Low (seconds)' field is not required.
Validate the 'Pressure Low (cmH2O)' field is not required.

Scenario 2: OE NX - Ventilator-type order - Create New order, copy order, modify order with table validation

Specific Setup:

Avatar OE 2021 Update 20 and myAvatar NX Release 2021.05.01 are required in order to utilize full functionality.
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the Order Entry Console.
Set the 'New Order' field to "Ventilator".
Select "Daily" in the 'Frequency' field.
Validate the 'Vent Mode' field is required.
Select "(S)CMV+" in the 'Vent Mode' field.
Validate the 'Ventilator Settings.Vent Rate (bpm)' field is required.
Set this field to "10".
Validate the 'Ventilator Settings.Tidal Volume (ml)' field is required.
Set this field to "9"
Validate the 'Ventilator Settings.PEEP/CPAP (cmH2O)' field is required.
Set this field to "4".
Validate the 'Ventilator Settings.FIO2 (%)' field is required.
Set the 'Duration' field to "5" and click [Days].
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Validate the 'Stop Date' field contains a date that is five days in the future of the 'Start Date'.
Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
Click [Add to Scratchpad].
Validate the "Ventilator" order appears in the 'Scratchpad with a red flag in the 'Action' column.
Select the order in the 'Scratchpad'.
Set the 'Ventilator Settings.FIO2 (%)' field to "40" and click [Update Order].
Validate that the "Ventilator" order no longer has a red flag in the 'Action' column.
Click [Sign].
Validate the 'Order grid' contains the order for "Ventilator - Vent Mode: (S)CMV+ - Daily".
Create a report using the 'OrderEntry.hx_vent_mode' table and include all fields.
Filter the report by selecting the 'Order #' of the order that was just created in the 'order_unique_id' field.
Validate that 'vent_mode_code' contains "(S)CMV+".
Validate that 'vent_mode_value' contains "(S)CMV+".
Create a report using the 'OrderEntry.hx_vent_settings' table and include all fields.
Filter the report by selecting the 'Order #' of the order that was just created in the 'order_unique_id' field.
Validate that four rows are displayed, one for each vent setting.
Validate that 'vent_setting_answer' is "10" for row 1.
Validate that 'vent_setting_code' is "Vent-Rate" for row 1.
Validate that 'vent_setting_value' is "Vent Rate (bpm)" for row 1.
Validate that 'vent_setting_answer' is "9" for row 2.
Validate that 'vent_setting_code' is "Tidal-volume" for row 2.
Validate that 'vent_setting_value' is "Tidal Volume (ml)" for row 2.
Validate that 'vent_setting_answer' is "4" for row 3.
Validate that 'vent_setting_code' is "PEEP-CPAP" for row 3.
Validate that 'vent_setting_value' is "PEEP/CPAP (cmH2O)" for row 3.
Validate that 'vent_setting_answer' is "40" for row 4.
Validate that 'vent_setting_code' is "FIO2" for row 4.
Validate that 'vent_setting_value' is "FIO2 (%)" for row 4.
Select the "Ventilator" in the 'Order grid' and click [Copy].
Validate the 'Ventilator Settings.Vent Rate (bpm)' field contains "10".
Validate the 'Ventilator Settings.Tidal Volume (ml)' field contains "9".
Validate the 'Ventilator Settings.PEEP/CPAP (cmH2O)' field contains "4".
Validate the 'Ventilator Settings.FIO2 (%)' field contains "40".
Click [Add to Scratchpad] and [Sign].
Validate that an 'Interactions' dialog is displayed.
Override the interaction and click [Save Override and Exit].
Validate the 'Order grid' contains two orders for "Ventilator - Vent Mode: (S)CMV+ - Daily".
Refresh the report created using the 'OrderEntry.hx_vent_mode' table.
Filter the report by selecting the 'Order #' of the new order that was just created in the 'order_unique_id' field.
Validate that 'vent_mode_code' contains "(S)CMV+".
Validate that 'vent_mode_value' contains "(S)CMV+".
Refresh the report using the 'OrderEntry.hx_vent_settings' table.
Filter the report by selecting the 'Order #' of the new order that was just created in the 'order_unique_id' field.
Validate that four rows are displayed, one for each vent setting.
Validate that 'vent_setting_answer' is "10" for row 1.
Validate that 'vent_setting_code' is "Vent-Rate" for row 1.
Validate that 'vent_setting_value' is "Vent Rate (bpm)" for row 1.
Validate that 'vent_setting_answer' is "9" for row 2.
Validate that 'vent_setting_code' is "Tidal-volume" for row 2.
Validate that 'vent_setting_value' is "Tidal Volume (ml)" for row 2.
Validate that 'vent_setting_answer' is "4" for row 3.
Validate that 'vent_setting_code' is "PEEP-CPAP" for row 3.
Validate that 'vent_setting_value' is "PEEP/CPAP (cmH2O)" for row 3.
Validate that 'vent_setting_answer' is "40" for row 4.
Validate that 'vent_setting_code' is "FIO2" for row 4.
Validate that 'vent_setting_value' is "FIO2 (%)" for row 4.
Select the new "Ventilator" order in the 'Order grid' and click [Modify].
Validate the 'Ventilator Settings.Vent Rate (bpm)' field contains "12".
Validate the 'Ventilator Settings.Tidal Volume (ml)' field contains "9".
Validate the 'Ventilator Settings.PEEP/CPAP (cmH2O)' field contains "4".
Validate the 'Ventilator Settings.FIO2 (%)' field contains "40".
Click [Add to Scratchpad] and [Sign].
Validate that an 'Interactions' dialog is displayed.
Override the interaction and click [Save Override and Exit].
Validate the 'Order grid' contains the new order for "Ventilator - Vent Mode: (S)CMV+ - Daily" and the original order for "Ventilator - Vent Mode: (S)CMV+ - Daily".
Refresh the report created using the 'OrderEntry.hx_vent_mode' table.
Filter the report by selecting the 'Order #'s' of both orders in the 'order_unique_id' field.
Validate that 'vent_mode_code' contains "(S)CMV+".
Validate that 'vent_mode_value' contains "(S)CMV+".
Close the report.
Refresh the report using the 'OrderEntry.hx_vent_settings' table.
Filter the report by selecting the 'Order #' of the new order that was just created in the 'order_unique_id' field.
Validate that four rows are displayed, one for each vent setting.
Validate that 'vent_setting_answer' is "10" for row 1.
Validate that 'vent_setting_code' is "Vent-Rate" for row 1.
Validate that 'vent_setting_value' is "Vent Rate (bpm)" for row 1.
Validate that 'vent_setting_answer' is "9" for row 2.
Validate that 'vent_setting_code' is "Tidal-volume" for row 2.
Validate that 'vent_setting_value' is "Tidal Volume (ml)" for row 2.
Validate that 'vent_setting_answer' is "4" for row 3.
Validate that 'vent_setting_code' is "PEEP-CPAP" for row 3.
Validate that 'vent_setting_value' is "PEEP/CPAP (cmH2O)" for row 3.
Validate that 'vent_setting_answer' is "40" for row 4.
Validate that 'vent_setting_code' is "FIO2" for row 4.
Validate that 'vent_setting_value' is "FIO2 (%)" for row 4.

Scenario 3: OE NX - Ventilator-type order - Create New order, copy order, modify order

Specific Setup:

Avatar OE 2021 Update 20 and myAvatar NX Release 2021.05.01 are required in order to utilize full functionality.
A ventilator-type order code must exist. (Ventilator)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Ventilator" in the 'New Order' field.
Select "Continuous" in the 'Frequency' field.
Select "(S)CMV+" in the 'Vent Mode' field.
Set the 'Pressure Support (cmH2O)' field to "10".
Set the 'PEEP/CPAP' field to "9".
Set the 'FIO2(%)' field to "4".
Set the 'Time High (seconds)' field to "40".
Fill in all other required fields.
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains the "Ventilator" order.
Select the order and click [Copy].
Validate the 'Vent Mode' field contains "(S)CMV+"
Validate the 'Pressure Support (cmH2O)' field is equal to "10".
Validate the 'PEEP/CPAP' field is equal to "9".
Validate the 'FIO2(%)' field is equal to "4".
Validate the 'Time High (seconds)' field is equal to "40".
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains a new "Ventilator" order.
Select the new order and click [Modify].
Validate the 'Vent Mode' field contains "(S)CMV+"
Validate the 'Pressure Support (cmH2O)' field is equal to "10".
Set the 'Pressure Support (cmH2O)' field to "12".
Validate the 'PEEP/CPAP' field is equal to "9".
Validate the 'FIO2(%)' field is equal to "4".
Validate the 'Time High (seconds)' field is equal to "40".
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains a new "Ventilator" order.

Topics

• NX • Order Entry Console

AV-70855 Summary | Details

OE NX - Change 'Modify' functionality to disable new search

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 - Disable 'New Order' while 'Modify' in progress

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

Select “Client A” and access the Order Entry Console.
Set the ‘New Order’ field to "XANAX 1 MG TABLET ORAL".
Set the ‘Dose’ field to "1".
Validate the ‘Dose Unit’ field contains "Tablet".
Select "EVERY DAY" from the ‘Freq’ field.
Set the ‘Duration’ field to "14" and click [Days].
Validate the ‘Days Supply’ field contains "14".
Validate the ‘Dispense Qty’ field contains "14".
Select "Tablet" from the ‘Dispense Qty Unit’ field.
Validate the ‘Start Date’ field contains the current date.
Validate the ‘Start Time’ field contains the current time.
Validate the ‘Stop Date’ field contains a date fourteen days from the ‘Start Date’.
Validate the ‘Stop Time’ field contains a time one minute prior to the ‘Start Time’.
Click [Add to Scratchpad] and [Final Review].
Validate the ‘Interactions’ dialog is displayed.
Set the ‘Notes’ field to any value and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and click [Sign].
Validate the ‘Order Grid’ contains an order for "XANAX 1 MG ORAL TABLET".
Validate the ‘New Order’ field is enabled.
Select the order for "XANAX 1 MG ORAL TABLET" and click [Modify].
Validate the ‘New Order’ field contains "XANAX 1 MG TABLET ORAL" and is disabled.
Click [Refresh Orders].
Validate the ‘New Order’ field is enabled.
Select the order for "XANAX 1 MG ORAL TABLET" and click [Modify].
Validate the ‘New Order’ field contains "XANAX 1 MG TABLET ORAL" and is disabled.
Validate the ‘Dose’ field contains "1".
Validate the ‘Dose Unit’ field contains "Tablet".
Validate the ‘Freq’ field contains "EVERY DAY".
Validate the ‘Duration’ field contains "14".
Validate the [Days] button is selected.
Validate the ‘Days Supply’ field contains "14".
Validate the ‘Dispense Qty’ field contains "14".
Validate the ‘Dispense Qty Unit’ field contains "Tablet".
Set the ‘Start Date’ field to the current date.
Set the ‘Start Time’ field to the current time.
Validate the ‘Stop Date’ field contains a date fourteen days from the ‘Start Date’.
Validate the ‘Stop Time’ field contains a time one minute prior to the ‘Start Time’.
Validate the 'Earliest Fill Date' field contains a value that is five days prior to the 'Stop Date' of the order being modified.
Click [Add to Scratchpad].
Validate the ‘Scratchpad’ contains an order for "XANAX 1 MG TABLET".
Validate the ‘New Order’ field is enabled.
Select the order for "XANAX 1 MG TABLET" from the ‘Scratchpad’.
Validate the ‘New Order’ field is disabled.
Click [Final Review].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and click [Sign].
Validate the ‘Order Grid’ contains an order for "XANAX 1 MG ORAL TABLET".
Validate the ‘New Order’ field is enabled.

Topics

• NX • Order Entry Console

AV-70878 Summary | Details

Void 'Client Reported' orders.

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

Order Entry Console
Launch OrderConnect
OrderConnect

Scenario 1: OE Console Home Meds - Limit Void of Reported Medications to Original User

Specific Setup:

OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
Avatar OE 2021 Update 22, OrderConnect 18.2 and a myAvatar Client Update or upgrade must also be installed to utilize this functionality.
The 'Client Reported' checkbox must be checked in the 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form for both User A and User B.
Two Users must exist that have access to the Order Entry Console. (User A) (User B)
Please log out of the application and log back in as "User A" after completing the above configuration.
A client must have an active episode whose program is associated with a New York Agency in the 'OrderConnect Facility/Agency Definition' 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 'Admission Med Reconciliation' form must already be reconciled for "Client A".

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Validate the 'Client Reported' check box is checked.
Search for and select "ALPRAZOLAM 0.5 MG TABLET, EXTENDED RELEASE ORAL(Schedule II)" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' is set to "Tablet".
Select "AS NEEDED" from the 'Frequency' field.
Select any value in the 'Reason' field.
Click [Save].
Validate the "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" order displays in the 'Orders Grid'.
Select the order and validate that [Void] is enabled.
Click [Refresh].
Access the 'Registry Settings' form.
Set the 'Limit Void of Reported meds in OE Console (Home Meds section) to original user' field to "Y".
Log out of the application and log back in as "User B".
Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Validate the order for "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" is displayed in the 'Orders Grid'
Select the order and validate [Void] is disabled.
Access the 'Registry Settings' form.
Set the 'Limit Void of Reported meds in OE Console (Home Meds section) to original user' field to "N".
Log out of the application and log back in as "User B".
Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Validate that the order for "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" is displayed in the 'Orders Grid'
Select the order and validate [Void] is enabled.
Click [Void].
Select "Entered for incorrect client" from the 'Reason' field.
Set the 'Void Reason Text' field to "Test".
Click [Confirm Void].
Validate a message displays stating: "Warning Admission Reconciliation has already been saved for Episode: 1." and click [Ok].
Select "Voided Client Reported" from the 'Status' field.
Validate the "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" order is listed in the 'Orders Grid' and displays the 'Void Reason' and 'Void Reason Text'.
Select "All" from the 'Status' field.
Validate the "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" order is listed in the 'Orders Grid' and displays the 'Void Reason' and 'Void Reason Text'.

Scenario 2: OE NX - OE Console - Home Medications - Limit Void of Reported Medications to Original User with Validation

Specific Setup:

OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
Avatar OE 2021 Update 22, OrderConnect 18.2 and a myAvatar Client Update or upgrade must also be installed to utilize this functionality.
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.
Note the Rx ID of the order created.

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Validate the 'Client Reported' checkbox is checked.
Set the 'New Order' field to "ALPRAZolam XR".
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Select "AS NEEDED" from the 'Frequency' field.
Select "Reason Code 10" from the 'Reason' field.
Click [Save].
Access the 'Launch OrderConnect' form.
Click [Launch Infoscriber Prescriptions].
Validate the 'Current Medication Profile' page contains "ALPRAZolam XR".
Click on the 'RxHx' tab.
Validate the 'Medication History' page contains "ALPRAZolam XR" with a 'Status' of "Active".
Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Select the "ALPRAZolam XR" order in the 'Order grid'.
Click [Void].
Select "Entered for incorrect client" from the 'Reason' field.
Set the 'Void Reason Text' field to "Test".
Click [Confirm Void].
Access 'Launch OrderConnect'.
Click [Launch Infoscriber Prescriptions].
Validate the 'Current Medication Profile' page does not contain "ALPRAZolam XR".
Click on the 'RxHx' tab.
Validate the 'Medication History' page contains "ALPRAZolam XR" with a 'Status' of "Cancel NonISC".

Topics

• Dictionary • NX • Order Entry Console

AV-70881 Summary | Details

Orders This Episode - 'Order Type' search filter

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

Order Entry Console
Order Entry User Definition
Order Entry Console - Final Review dialog
Orders This Episode

Scenario 1: OE NX - Order Entry Console - Order Code Search by Order Type

Specific Setup:

A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form (Client A)
Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Open the 'Order Entry User Definition' form.
Set the 'Select Order Entry User' to the logged in user.
Click the 'Order Entry User Customization' item.
Click 'Clear' in the 'Order Types Allowed to Enter/Update' field.
Click 'Lab' in the 'Order Types Allowed to Enter/Update' field.
Click [Submit].
Validate the following message is displayed: "Order Entry User Definition has completed. Do you wish to return to form?" and click [No].
Log out of the application and log back in.
Access the Order Entry Console for "Client A".
Validate the 'Search Filter' field contains "All" and "Lab".
Search for any pharmacy-type order code in the 'New Order' field.
Validate there are no order codes that display.
Search for any other 'Order Type' that is not 'Pharmacy' or 'Lab' in the 'New Order' field.
Validate no order codes display.
Search for and select "Complete Blood Count" in the 'New Order' field.
Set the 'Duration' field to "12" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the order created displays in the 'Order grid'.
Open the 'Order Entry User Definition' form.
Set the 'Select Order Entry User' to the logged in user.
Click the 'Order Entry User Customization' item.
Click 'All' in the 'Order Types Allowed to Enter/Update' field.
Click [Submit].
Validate the following message is displayed: "Order Entry User Definition has completed. Do you wish to return to form?" and click [No].
Log out of the application and log back in.
Access the Order Entry Console for "Client A".
Create orders for all other 'Order Types' and validate they display in the 'Order grid'.

Scenario 2: OE NX - Order Entry Console - Order 'Type' Filter

Specific Setup:

A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form (Client A)
Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Open the 'Order Entry User Definition' form.
Set the 'Select Order Entry User' field to the logged in user.
Click the 'Order Entry User Customization' item.
Click 'Clear' in the 'Order Types Allowed to View' field.
Click the 'Lab' order type in the 'Order Types Allowed to View' field.
Click [Submit].
Validate the following message is displayed: "Order Entry User Definition has completed. Do you wish to return to form?" and click [No].
Log out of the application and back in.
Access the Order Entry Console for "Client A".
Validate the only values in the 'Type' field are "All" and "Lab".
Select "Lab" from the 'Type' field.
Set the 'New Order' field to "Fish Oil 500 MG CAPSULE ORAL".
Set the 'Dose' field to "2".
Validate the 'Dose Unit' field is equal to "Capsule".
Select "TWICE A DAY" from the 'Freq:' field.
Set the 'Duration' field to "15" and click [Days].
Validate the 'Days Supply' field is equal to "15".
Validate the 'Dispense Qty field is set to "60".
Select "Capsule" from the 'Dispense Qty Unit' field.
Click [Add to Scratchpad], [Final Review], and [Sign].
Validate the 'Order grid' does not display the order created. Note: This is because the logged in user only has access to view Lab-type orders.
Open the 'Order Entry User Definition' form.
Set the 'Select Order Entry User' field to the logged in user.
Click the 'Order Entry User Customization' item.
Click 'All' in the 'Order Types Allowed to View' field.
Click [Submit].
Validate the following message is displayed: "Order Entry User Definition has completed. Do you wish to return to form?" and click [No].
Log out of the application and back in.
Access the Order Entry Console for "Client A".
Validate the 'Type' field is set to "All" and contains all 'Order Types'.
Validate the "Fish Oil" order created displays in the 'Order grid'.

Topics

• NX • Order Entry Console

AV-70888 Summary | Details

Order Entry Console - Wound Care order type - order actions

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

Orders This Episode

Scenario 1: Wound Order Type Category - New Order, Copy, Modify, D/C

Steps

Internal Testing Only

Topics

• NX • Order Entry Console

AV-71738 Summary | Details

Military Time

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

App Dashboard
Error dialog
Home Medications
Order Entry Console
Order Entry Console - Order Group dialog
Orders This Episode

Scenario 1: Order Entry Console (NX) - Military Time Validations

Specific Setup:

Have a system with registry setting "Enable Military Time" set to "Y"
Have active clients with medication orders entered in the system
Have the "Order Entry Console" widget on the Home View

Steps

Select a client
Click the "Orders This Episode" tab in the "Order Entry Console"
Select the row in the grid
Click the [D/C] button
Validate the "Discontinue Time" is correct and in military time format [HHMM]
Change the time to a valid time.
Validate the time is displayed in military time format
Click the [Now] button
Validate the time is the current time and displayed in military time format
Select the row in the grid
Click the [Resume] button
Validate the "Resume Time" is correct and in military time format [HHMM]
Change the time to a valid time.
Validate the time is displayed in military time format
Click the [Now] button
Validate the time is correct and displayed in military time format
Select the row in the grid
In the "New Order, select an "Order Code"
In the "Order Code" list, validate the "Start Time" field is the current time
Validate the time is displayed in military time format
Change the time to a valid time.
Validate the time is displayed in military time format
Click [Cancel]
Select the row in the grid
Click the [Renew] button
Validate the current time in the "Effective Renew Time" field is in military time format
Change the time to a valid time.
Validate the time is displayed in military time form
Enter a time the "New Stop Time" field
Validate the time is displayed in military time format
Click the [Now] button
Validate the time is the current time and displayed in military time format
Click the "Home Medications" tab
Select the row in the grid
Click the [Compliance] button
Enter a valid time in the "Last Dose" field
Validate the time is displayed in military time format
Click the [Now] button
Validate the time is the current time and displayed in military time format
Select the row in the grid
In the "New Order, select an "Order Code"
In the "Order Code" list, validate the "Start Time" field is the current time
Validate the time is displayed in military time format
Change the time to a valid time.
Validate the time is displayed in military time format
Click [Cancel]
Click the [D/C] button
Validate the "Discontinue Time" is correct and in military time format [HHMM]
Change the time to a valid time.
Validate the time is displayed in military time format
Click the [Now] button
Validate the time is the current time and displayed in military time format
In the "New Order, search for a "Lab" order, for example "CBC"
Validate the "Start Time" is in military time format
Change the time to a valid time.
Validate the time is displayed in military time format
Click the [Now] button
Validate the time is the current time and displayed in military time format
Validate the "Stop Time" is in military time format
Change the time to a valid time.
Validate the time is displayed in military time format
Click the [Now] button
Validate the time is the current time and displayed in military time format

Topics

• myAvatar NX Only • NX • Order Entry Console

AV-72068 Summary | Details

Medical Note - Intermittent Note Refresh

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
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

Start a note for a client with an existing appointment on today's date.
Validate that the "Client Type" field is set to "New".
Fill out the required fields and click [Save].
Verify the Facesheet tab loads.
Add or edit the "Psychiatry History" section under "Past Health History".
Add or edit the "Family Psychiatry History" section under "Family Health History".
Go to the 'Document' tab.
Fill out the required sections on the 'Document' tab.
Navigate to the "HPI" section.
Verify the "Psychiatry History" and "Family Psychiatry History" fields exist.
Validate the "Psychiatry History" and "Family Psychiatry History" fields are equal to the values saved on the Facesheet.
Change the "Psychiatry History" and "Family Psychiatry History" fields to any value.
Verify the "Social History" section exists.
Navigate to the "Social History" section.
Add or edit the "Social History" section.
Verify the existence of ROS section
Verify the button "Pull ROS from Last Visit" is displayed on the ROS section header.
Click the "Pull ROS from Last Visit" link
Verify ROS section auto populates the values from the previously visited note within that episode.
Navigate to the "Mental Status Exam" section.
Validate that the "Mental Status Exam" sidebar item is not required.
Validate that the "Mental Status Exam" section is not required.
Validate [Use MSE Template] is displayed on the "Mental Status Exam" section header.
Click [Use MSE Template].
Validate that "Mental Status Exam" text area is auto populated with the organization-defined template.
Navigate to the "MDM" section.
Validate that the "MDM" sidebar item is not required.
Validate that the "Problems Addressed This Visit" section is not required.
Validate that the "Risk of Significant Complications, Morbidity, and/or Mortality" field is not required.
Complete the "MDM" fields.
Go to the Facesheet tab.
Validate that your changes from the 'Document' tab are saved.
Validate that the "Past Health History" section is reviewed.
Validate that the "Family Health History" section is reviewed.
Validate that the "Social History" section is reviewed.
Go to the 'Finalize' tab.
Fill out the required sections on the 'Finalize' tab.
Validate that the "CPT Selection" section is not required.
Verify that the "CPT Code Selected" field does not exist.
Click [Generate] in the "Note Summary" section.
Validate that the progress note contains your changes in the "Past Health History", "Family Health History", and "Social History" sections.
Validate that the progress note contains the "Mental Status Exam" and "Medical Decision Making" sections when populating values in the above sections.
Sign off on the note and validate that it is removed from the appointment list.

Topics

• Medical Note • NX

AV-72405 Summary | Details

Edit Service Information - 'Service Start Time' and 'Service End Time' fields

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

Dynamic Form - NX OK Dialog

Scenario 1: Edit Service Information - Validation

Specific Setup:

A service has been provided to a client (Client A).
The 'Allow Start - End Times To Extend Beyond Midnight' registry setting is set to "Y".

Steps

Access the 'Edit Service Information' form.
Enter "Client A" in the 'Client ID' field.
Click [Select Service(s) To Edit].
Select an existing service and click [OK].
Enter "11:00 AM" in the 'Service Start Time' field.
Enter "10:00 AM" in the 'Service End Time' field.
Validate a "Warning" message is displayed stating: Service End Time is beyond midnight from Service Start Time."
Click [OK] and validate the "Warning" message is no longer displayed.
Click [Submit].

Topics

• Client Charge Input • Edit Service Information • myAvatar/myAvatar NX • NX

AV-72436 Summary | Details

Order Entry Console - Home Medications - Correct orders display after changing clients

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 - orders for the correct clients displaying

Specific Setup:

Two clients must each have an active inpatient episode (Client A, Client B)

Steps

Access the Order Entry Console for "Client A".
Click the 'Home Medications' tab.
Set the 'New Order' field to "Advil 200 MG, Tablet, Oral (2 Tablets )".
Validate the 'Dose' field is equal to "2".
Validate the 'Dose Unit' field is equal to "Tablet".
Select "TWICE A DAY" from the 'Frequency' field.
Set the 'Days Supply' field to "12".
Press the Tab key on the 'Days Supply' field.
Click [Add to Scratchpad], [Final Review], and [Sign].
Validate the 'Order grid' contains "Advil 200 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 48 Tablet)".
Access the Order Entry Console for "Client B".
Click the 'Home Medications' tab.
Set the New Order field to "Fish Oil 1000 MG Capsule, Liquid Filled Oral".
Set the 'Dose' field to "2".
Press the Tab key on the 'Dose' field.
Validate the 'Dose Unit' field is equal to "Capsule".
Select "TWICE A DAY" from the 'Frequency' field.
Set the 'Days Supply' field to "12".
Press the Tab key on the Days Supply field.
Click [Add to Scratchpad], [Final Review], and [Sign].
Validate the 'Order grid' contains "Fish Oil 1000 MG ORAL Capsule, Liquid Filled Take two (2) capsules by mouth twice a day (Refills: 0, Disp. Qty: 48 Capsule)".
Access the Order Entry Console for "Client A".
Validate the 'Order grid' contains "Advil 200 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 48 Tablet)".

Topics

• NX • Order Entry Console

AV-72558 Summary | Details

NO MATCH orders in Discharge Med Reconciliation

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

Order Code Setup
Order Entry Console

Scenario 1: OE NX - Discharge Med Reconciliation - Ensure [Do Not Add] and [Do Not Add Remaining] are enabled when an order in 'Inpatient Medications' contains "NO MATCH"

Specific Setup:

A client must have an active episode. (Client A)

Steps

Access the 'Order Code Setup' form and create a pharmacy-type order code.
Select "Client A" and access the Order Entry Console.
Search for and select the order code created in the 'New Order' field.
Fill out all required fields
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the new order appears in the 'Order grid'.
Click the 'Discharge Med Reconciliation' tab.
Validate the new order shows in 'Inpatient Medications' with "NO MATCH" in the 'Action' column.
Validate [Do Not Add] is disabled.
Validate [Do Not Add Remaining] is enabled.
Select the order in 'Inpatient Medications'.
Validate [Do Not Add] and [Do Not Add Remaining] are enabled.

Topics

• NX • Order Entry Console

AV-72645 Summary | Details

Client Dashboard - Client Header Display

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

Right Sidebar

Scenario 1: NX - myDay - Client Header Header Information

Specific Setup:

A client must be admitted to an active episode (Client A).

Steps

Select "Client A" and navigate to the 'Client Dashboard'.
Validate that the 'Client Dashboard' appears with the client header as expected.
Click [Customize].
Click [My Activity].
Click [View/Add Widgets].
Validate that 'Include Client Information header in view' checkbox field is not displayed.
Click [My Activity].
Click [Customize].
Click [Close].
Navigate to any view (ex. myDay)
Click [Customize].
Click [My Activity].
Click [View/Add Widgets].
Validate that 'Include 'Client Information header in view' checkbox field is displayed.
Check 'Client Information header in view'
Validate that the client header now appears on the current view.
Uncheck the 'Client Information header in view'.
Validate that the 'Client Header' no longer displays on the current view,
Click [My Activity].
Click [Customize].

Topics

• myAvatar NX Only • NX

AV-72646 Summary | Details

'Date Of Service' - disallow future dates

Scenario 1: Recurring Client Charge Input - Validation

Specific Setup:

A client is defined (Client A).

Steps

Access the 'Recurring Client charge Input' form.
Click [T] in the 'From Date' field and validate the current date is populated.
Click the up arrow button in the 'From Date' field.
Validate a message is displayed stating: Future Dates Not Permitted.
Click [OK].
Validate the 'From Date' field contains the current date.
Click [T] in the 'Through Date' field and validate the current date is populated.
Select the desired value in the 'Exclude Weekends' field.
Select the desired date(s) in the 'Select Dates' field.
Click the "Client Charge Input" section.
Validate the 'Date Of Service' field contains the current date.
Click the up arrow button in the 'Date Of Service' field.
Validate a message is displayed stating: Future date is not permitted in the 'Date Of Service' field.
Click [OK].
Validate the 'Date Of Service' field contains the current date.
Enter "Client A" in the 'Client ID' field.
Enter any service code in the 'Service Code' field.
Enter any practitioner in the 'Practitioner' field.
Click [Submit] and close the form.

Scenario 2: 'Progress Notes (Group and Individual)' - New Service note

Specific Setup:

A client must be defined (Client A).

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "New Service" in the 'Progress Note For' field.
Select any value in the 'Note Type' field.
Enter any value in the 'Notes Field' field.
Click [T] in the 'Date Of Service' field.
Click the up arrow in the 'Date Of Service' field.
Validate a message is displayed stating: "Future Dates Not Permitted".
Click [OK].
Validate the 'Date Of Service' field contains the current date.
Enter any service code in the 'Service Charge Code' field.
Enter any value in the 'Service Duration' field.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].

Topics

• Client Charge Input • myAvatar NX Only • myAvatar/myAvatar NX • NX • Progress Notes

AV-72653 Summary | Details

Advanced Client Search

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

Client Lookup/Header Configuration Manager

Scenario 1: 'Admission' form - Advanced Client Search

Specific Setup:

A client must be defined that has a 'Subscriber Policy #' on file.

Steps

Access the 'Client Lookup/Header Configuration Manager' form.
Select "Yes" in the 'Allow stand-alone Last Name and First Name search' field.
Select "Yes" in the 'Allow stand-alone Date of Birth Search' field.
Select the "Alternate Lookups" section.
Select "Assigned ID" in the 'First Alternative Lookup' field.
Select "Yes" in the 'Is First Alternate Lookup a Stand-alone Search' field.
Select "Claim Number" in the 'Second Alternate Lookup' field.
Select "No" in the 'Is Second Alternate Lookup a Stand-alone Search' field.
Select "Subscriber Policy #" in the 'Third Alternate Lookup' field.
Select "Yes" in the 'Is Third Alternate Lookup a Stand-alone Search' field.
Click [Submit].
Access the 'Admission' form.
Validate the 'Advanced Client Search' dialog is displayed.
Enter "T" in the 'Date Of Birth' field.
Validate the [Search] button is enabled and click it.
Validate there are no matches found.
Click [Clear] and validate the previously populated values are removed.
Enter an existing client in the 'Last Name' and First Name' fields.
Validate the [Search] button is enabled and click it.
Click [Clear] and validate the previously populated values are removed.
Enter an existing Client ID in the 'Assigned ID' field.
Validate the [Search] button is enabled and click it.
Validate the existing client is displayed.
Click [Clear] and validate the previously populated values are removed.
Enter any value in the 'Claim Number' field.
Validate the [Search] button is disabled.
Click [Clear] and validate the previously populated values are removed.
Enter the policy # for an existing client in the 'Subscriber Policy #' field.
Validate the [Search] button is enabled and click it.
Validate the existing client is displayed.
Click [Clear] and validate the previously populated values are removed.
Enter an existing client in the 'Last Name' and First Name' fields.
Validate the [Search] button is enabled and click it.
Select the existing client and existing episode and click [Edit].
Validate the 'Admission' form is populated with the existing client's data.
Click [Submit].

Topics

• Client Search • NX

AV-72688 Summary | Details

Forms with SciptLink

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

App Dashboard
Discharge

Scenario 1: Discharge - client discharge with ScriptLink enabled

Specific Setup:

Have two clients enrolled in existing open episodes.
[ClientA] does not have an existing discharge record on file in the 'Discharge Form'.
[ClientB] has an existing discharge record on file in the "Discharge" form and the field "Expected Due Date" field is populated
Have the following Scriptlink scripts set in the "Discharge" form:
A script set to error and return back the 'existing' value in the "Expected Due Date" field, if that existing value in the filed is changed
A script set to error and blank out any entry in the "Expected Due Date" field if a entry is attempted when the field is blank
A script set to error and return back the 'existing' value in the "Discharge Time" field, if that existing value in the field is changed
A script set to error and uncheck the value of "Ethnic Origin" when it is selected in the "Client Declined To Provide Information " field

Steps

Select [ClientA]
Open the "Discharge" form
Click to edit the existing record filed for the client
Navigate to the "Discharge Time" field
Note the existing time populated in the field
Change the existing value to any other valid time
Validate an error message is displayed
Click [OK]
Validate the the original time filed in field has been restored back
Click the "Demographics" section
Navigate to the "Expected Due Date" field
Note the existing date populated in the field
Change the existing date to any other valid date
Validate an error message is displayed
Click [OK]
Validate the the original date filed in field has been restored back
Submit the form
Return to the form
Click to edit the existing record just submitted
Validate the "Discharge Time" contains the expected value
Click the "Demographics" section
Validate the "Expected Due Date" field contains the expected value
Close the form
Select [ClientB]
Open the "Discharge" form
Click the "Demographics" section
Validate the "Expected Due Date" field is blank
Populate the field with a valid date
Validate and error is displayed
Click [OK]
Validate the value entered in the "Expected Due Date" field has been removed and the field is blank
Navigate to the "Client Declined To Provide Information " field
Click the "Ethnic Origin" checkbox
Validate and error is displayed
Click [OK]
Validate the checkmark in the "Ethnic Origin" checkbox, has been removed
Submit the form
Return to the form
Click to edit the existing record just submitted
Click the "Demographics" section
Validate the "Expected Due Date" field is blank
Validate the "Ethnic Origin" checkbox is blank

Topics

• Modeling • myAvatar/myAvatar NX • NX

AV-72719 Summary | Details

Diagnosis - Diagnosis search in the undocked 'Diagnosis' form

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

Diagnosis
Embedded IMO Search Dialog
Diagnosis Widget
HomeView - Console Widget Viewer
Document Capture
Dynamic Form Capture Mode
Dynamic Form Select Episode
HomeView - Primary All Documents Widget

Scenario 1: Undocked Diagnosis form - Validate Add Multiple Search

Specific Setup:

Client must be enrolled in an active episode (Client A).
Regstry settin: Avatar PM->Client Information->Diagnosis->->->Enable Multiple Diagnosis Search must be set to "Yes"

Steps

Select Client A from the 'My Clients' list and navigate to the 'Diagnosis' form.
Click [Undock].
Select “Admission” in "Type of Diagnosis".
Validate that "Date Of Diagnosis" is auto-filled with admission date.
Set the "Time of Diagnosis" field to any time.
Click [New Row].
Set "Diagnosis Search" to any diagnosis.
Validate that the multiple diagnosis search screen displays as expected.
Select a diagnosis from the search list.
Validate that "Status" is “Active”.
Validate that "Ranking" is “Primary”.
Validate that "Bill Order" is “1”.
Validate that “Present On Admission Indicator” is “Yes”.
Select any value from the "Classification" drop down list field.
Select any practitioner from the "Diagnosing Practitioner" field.
Click [Submit].

Scenario 2: Validate Undocked Diagnosis Widget documents display in Console Viewer Widget

Steps

Internal Testing Only

Scenario 3: Validate Undocked Scheduling Calendar

Steps

Internal Testing Only

Scenario 4: Validate Document Capture

Steps

Internal Testing Only

Topics

• Console Widget • Diagnosis • NX • Scheduling Calendar

AV-72836 Summary | Details

Order Entry Console - Validating 'New Order' field

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

Orders This Episode

Scenario 1: OE NX - Orders This Episode - Schedule IV - New, Modify, and Discontinue

Specific Setup:

A client must have an active episode whose program and unit are not 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.
Set the 'New Order' field "AMBIEN 10 MG TABLET ORAL".
Set the 'Dose' field to "1".
Select "TABLET" from the 'Dose Unit' field.
Select "EVERY DAY" from the 'Freq' field.
Set the 'Duration' field to "10" and click [Days].
Validate the 'Addl Instructions' field is not required.
Click the [Add to Scratchpad] and [Sign].
Select the order for "AMBIEN 10 MG TABLET ORAL" from the 'Order grid'.
Click [Modify].
Set the 'Dose' field to "2".
Validate the 'Addl Instructions' field is not required.
Click the [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog displayed.
Set the 'Notes' field to any value and click [Save Override and Exit].

Topics

• NX • Order Entry Console

AV-72855 Summary | Details

Change to 'Cancel Update' button in the Order Entry Console.

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 - Selecting order in Scratchpad for all sections of the Order Entry Console

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.
Admission Reconciliation and Discharge Reconciliation must not have been completed.

Steps

Select “Client A” and access the Order Entry Console.
Set the 'New Order' field to "XANAX 1 MG TABLET ORAL".
Click [Add to Scratchpad].
Select the order from the 'ScratchPad'.
Validate only one [Cancel Update] exists.
Select the 'Home Medications' tab.
Click the 'Client Reported' field.
Set the 'New Order' field to "XANAX 1 MG TABLET ORAL".
Click [Add to Scratchpad].
Select the order from the 'ScratchPad'.
Validate only one [Cancel Update] exists.
Select the 'Admission Reconciliation' tab.
Set the 'New Order' field to "XANAX 1 MG TABLET ORAL".
Click [Add to Scratchpad].
Select the order from the 'ScratchPad'.
Validate only one [Cancel Update] exists.
Select the 'Discharge Reconciliation' tab.
Validate a message is displayed stating: "Medication Reconciliation is Incomplete! Not all Home Medications have been reconciled. Please continue to review each medication, assigning a new Action to every row within the Home Medication (Pre-Admit) list before proceeding. If you proceed, all your progess will be lost. Is this okay?" and click [Yes].
Set the 'New Order' field to "XANAX 1 MG TABLET ORAL".
Click [Add to Scratchpad].
Select the order from the 'ScratchPad'.
Validate only one [Cancel Update] exists.
Select the 'Orders This Episode' tab.
Validate a message is displayed stating: "Medication Reconciliation is Incomplete! Not all Inpatient Medications have been reconciled. Please continue to review each medication, assigning a new Action to every row within the Inpatient Medication list before proceeding. If you proceed, all your progess will be lost. Is this okay?" and click [Yes].
Select the order from the 'ScratchPad'.
Validate only one [Cancel Update] exists.

Topics

• NX • Order Entry Console

AV-72927 Summary | Details

Update Client Data - Validating copy and paste functionality in contact fields

Scenario 1: Update Client Data - validating copy and paste functionality in client's contact information

Specific Setup:

An existing client is identified.

Steps

Open "Update Client Data" for the client identified in the pre-condition.
Enter desired value in the "Client's Address - Street" field.
Copy the content of the "Client's Address - Street" field by pressing CTRL+C and clear out the content of the field.
Paste the content in the "Client's Address - Street" field by pressing CTRL+V.
Verify the "Client's Address - Street" field is populated correctly.
Enter desired value in the "Client's Address - Zipcode".
Verify the "Client's Mailing Address - City" defaults based on the Zip code entered.
Copy the content of the "Client's Address - Zipcode" field by pressing CTRL+C and clear out the value from that field.
Paste the content to the "Client's Address - Zipcode" field by pressing CTRL+V.
Verify the "Client's Mailing Address - City" defaults based on the Zip code entered.
Verify the "Client's Mailing Address - State" defaults based on the Zip code entered.
Enter "110ss" in the "Client's Address - Zipcode" field.
Copy "110ss" by pressing "Ctrl+C" and clear out the value from the "Client's Address - Zipcode" field.
Paste the content to the "Client's Address - Zipcode" field by pressing CTRL+V.
Verify the error message: "Zip Code format must be either ##### or #####-####" and the field is cleared out.
Set the "Client's Address - Zipcode" field to the valid zip code.
Verify the "Client's Mailing Address - City" defaults based on the Zip code entered.
Verify the "Client's Mailing Address - State" defaults based on the Zip code entered.
Click [Submit].
Open "Update Client Data" for the same client.
Verify the "Mailing Address" fields retain the information entered.
Click [Close Form].

Topics

• NX

AV-72929 Summary | Details

Coming in Today Widget - Display Cancel/No Show Disposition Icons

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

Front Desk
Individual Progress Note
Staff Check In Notification

Scenario 1: 'My Calendar' and 'Coming In Today' undocked widgets - right click form launch functionality

Specific Setup:

'My Calendar' and 'Coming in Today' widgets are on the HomeView.
A client must be defined (Client A).
"Client A" must have an appointment scheduled for the current date in the status of 'Canceled'.
The 'Disposition' 'Defined Extended Dictionary Value' must be defined in the 'Appointment Status' (data element 10005) in the 'Dictionary Update' form.
A user that is associated to a staff member must be configured with an appointment scheduled with "Client A" for the current date (User A).
"User A" must be configured with 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition'.

Steps

Navigate to the 'My Calendar' widget.
Click [Undock].
Validate that the appointment for "Client A" is displayed with the appropriate disposition icon defined for a canceled appointment.
Right click on the appointment.
Click [Select Client].
Validate that "Client A" is in context.
Click [Launch Chart].
Validate that the 'Client Dashboard' opens for "Client A".
Click [Close].
Click any form that is configured for this user in 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition' (ex. 'Progress Notes (Group and Individual)').
Validate that form opens with the information from "Client A's" appointment (ex. Client ID, Episode Number, Service Code).
Click [Discard].
Navigate to the 'Coming In Today' widget.
Click [Undock].
Select the 'Staff Calendars' tab.
Select 'Individual' from the 'Individual/Site' field.
Search and select "User A".
Validate that the appointment for "Client A" is displayed with the appropriate disposition icon defined for a canceled appointment.
Right click on the appointment.
Click [Select Client].
Validate that "Client A" is in context.
Click [Launch Chart].
Validate that the 'Client Dashboard' opens for "Client A".
Click [Close].
Click any form that is configured for this user in 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition' (ex. 'Progress Notes (Group and Individual)').
Validate that form opens with the information from "Client A's" appointment (ex. Client ID, Episode Number, Service Code).
Click [Discard].
Navigate to the 'Coming In Today' widget.
Click [Undock].
Select the 'Staff Calendars' tab.
Select 'Site' from the 'Individual/Site' field.
Search and select the site where the appointment for "Client A" was scheduled for with the appropriate disposition icon defined for a canceled appointment.
Validate that the appointment for "Client A" is displayed.
Right click on the appointment.
Click [Select Client].
Validate that "Client A" is in context.
Click [Launch Chart].
Validate that the 'Client Dashboard' opens for "Client A".
Click [Close].
Click any form that is configured for this user in 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition' (ex. 'Progress Notes (Group and Individual)').
Validate that form opens with the information from "Client A's" appointment (ex. Client ID, Episode Number, Service Code).
Click [Discard].

Topics

• NX • Scheduling Calendar • Widgets

AV-73030 Summary | Details

Change to 'Addl Instructions' field when Modifying a non-pharmacy order.

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

Orders This Episode
Frequency Code Setup

Scenario 1: OE NX - Orders This Episode - Schedule IV - New, Modify, and Discontinue

Specific Setup:

A client must have an active episode whose program and unit are not 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.
Set the 'New Order' field "AMBIEN 10 MG TABLET ORAL".
Set the 'Dose' field to "1".
Select "TABLET" from the 'Dose Unit' field.
Select "EVERY DAY" from the 'Freq' field.
Set the 'Duration' field to "10" and click [Days].
Validate the 'Addl Instructions' field is not required.
Click the [Add to Scratchpad] and [Sign].
Select the order for "AMBIEN 10 MG TABLET ORAL" from the 'Order grid'.
Click [Modify].
Set the 'Dose' field to "2".
Validate the 'Addl Instructions' field is not required.
Click the [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog displayed.
Set the 'Notes' field to any value and click [Save Override and Exit].

Scenario 2: OE NX - Orders This Episode - Creating a New order, copying, modifying, holding, resuming, and discontinuing order for an Order Code with an 'Order Type Category' of "Imaging Order"

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

Select “Client A” and access the Order Entry Console.
Set the 'New Order' field to "Cat Scan".
Set the 'Duration' field to "1" and click [Days].
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad] and [Sign].
Select the order for "Cat Scan" from the 'Order grid' and click [Copy].
Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [Yes].
Validate the 'Duration' field contains "1" and [Days] is selected.
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Set the 'Notes' field to any value and click [Save Override and Exit].
Select the order for "Cat Scan" from the 'Order grid' and click [Modify].
Validate the 'Duration' field contains "1" and [Days] is selected.
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Set the 'Notes' field to any value and click [Save Override and Exit].

Scenario 3: OE NX - Orders This Episode - Creating a New order, copying order, modifying order and discontinuing order for an Order Code with an 'Order Type Category' of "Dietary-Tube Feeding"

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

Select “Client A” and access the Order Entry Console.
Set the 'New Order' field to "Dietary Tube Feeding".
Set the 'Duration' field to "7" and click [Days].
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad] and [Sign].
Select the order for "Dietary Tube Feeding" from the 'Order grid' and click [Copy].
Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [Yes].
Validate the 'Duration' field contains "7" and [Days] is selected.
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Set the 'Notes' field to any value and click [Save Override and Exit].
Select the order for "Dietary Tube Feeding" from the 'Order grid' and click [Modify].
Validate the 'Duration' field contains "7" and [Days] is selected.
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Set the 'Notes' field to any value and click [Save Override and Exit].

Scenario 4: OE NX - Orders This Episode - Creating a New order, copying order, modifying order, and discontinuing order for an Order Code with an 'Order Type Category' of "Not Applicable"

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

Select “Client A” and access the Order Entry Console.
Set the 'New Order' field to "Family Therapy".
Set the 'Duration' field to "10" and click [Days].
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad] and [Sign].
Select the order for "Family Therapy" from the 'Order grid' and click [Copy].
Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [Yes].
Validate the 'Duration' field contains "10" and [Days] is selected.
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Set the 'Notes' field to any value and click [Save Override and Exit].
Select the order for "Family Therapy" from the 'Order grid' and click [Modify].
Validate the 'Duration' field contains "10" and [Days] is selected.
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Set the 'Notes' field to any value and click [Save Override and Exit].

Scenario 5: OE NX - Addl Instructions are Required in 'Frequency Code Setup'

Specific Setup:

A client must have an active episode whose program and unit are not 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

Access the 'Frequency Code Setup' form.
Select "Edit Existing Code" from the 'Add/Edit Frequency Code' field.
Select "AS NEEDED (PRN)" from the 'Existing Frequency Code' field.
Select "Yes" from the 'Require Special/Additional Instructions With This Frequency Code' field.
Click [Submit].
Validate a message is displayed stating: "Frequency Code Setup has completed. Do you wish to return to form?" and click [No].
Select “Client A” and access the Order Entry Console.
Set the 'New Order' field to "ALPRAZOLAM 0.5 MG TABLET ORAL".
Select "AS NEEDED" from the 'Freq' field.
Validate the 'Addl Instructions' field is required.
Set the 'Dose' field to "1".
Select "TABLET" from the 'Dose Unit' field.
Set the 'Duration' field to "5" and click [Days].
Click [Add to Scratchpad].
Validate the order in the 'Scratchpad' contains a 'Red Flag' indicating there is a missing required field.
Select the order for "ALPRAZOLAM 0.5 MG TABLET ORAL" from the 'Scratchpad'.
Validate the 'Addl Instructions' field is required and set the field to any value.
Click [Update Order] and [Sign].
Validate the 'Order grid' contains an order for "ALPRAZOLAM 0.5 MG TABLET ORAL".

Topics

• NX • Order Entry Console

AV-73048 Summary | Details

Ventilator Mode Selection by Order Code

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

Order Code Setup
Order Entry Console

Scenario 1: Ventilator Mode Selection by Order Code

Specific Setup:

Client A must have an active episode.

Steps

Open the 'Order Code Setup' form.
Select "Add New Code" in the 'Add/Edit Order Code' field.
Set the 'New Order Code' field to "CPAP" and press Tab.
Set the 'Order Code Description' field to "CPAP" and press Tab.
Select "Ventilator" in the 'Order Type' field.
Select the following values in the 'Ventilator Modes' field:
"NIV ST"
"NIV"
"NPPV A/C"
"NPPV SIMV"
"NPPV CPAP PSV"
"SPN-CPAP"
Click [Submit].
Validate a message is displayed stating: "Order Code Setup has completed. Do you wish to return to form?" and click [Yes].
Select "Edit Existing Code" in the 'Add/Edit Order Code' field.
Search for and select "CPAP" in the 'Existing Order Code' field.
Validate the 'Order Type' field contains "Ventilator".
Validate the 'Ventilator Modes' field has the following values checked:
"NIV ST"
"NIV"
"NPPV A/C"
"NPPV SIMV"
"NPPV CPAP PSV"
"SPN-CPAP"
Close the form.
Click the 'Orders' tab.
Select "Client A" in the 'My Clients' widget.
Search for and select "CPAP" in the 'New Order' field.
Select "Continuous" in the 'Frequency' field.
Validate the following values are displayed in the 'Vent Mode' field:
"NIV ST"
"NIV"
"NPPV A/C"
"NPPV SIMV"
"NPPV CPAP PSV"
"SPN-CPAP"
Select "NIV" in the 'Vent Mode' field.
Set the 'Duration' field to "7" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "CPAP Vent Mode: NIV Continuous order".

Topics

• Modify • NX • Order Code Setup • Order Type

AV-73051 Summary | Details

OE NX - Registry Setting 'Do NOT require 'Days Supply' in the Order Entry Console'

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

Order Entry Console
Order Entry Console - Interactions dialog
Order Entry Console - Warning Dialog - Dosage Range
Orders This Episode

Scenario 1: Do NOT require 'Days Supply' in the Order Entry Console - Non-External Pharmacy Mode - New Root System Code

Specific Setup:

A New Root System Code must be created and logged in to
Registry setting Do NOT require 'Days Supply' in the Order Entry Console must be set to OTE Note: This is a Netsmart staff only Registry Setting. Please contact your Netsmart representative to have this setting configured
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 Order Entry Console for "Client A".
Set the New Order field to "ADVIL 200 MG TABLET ORAL".
Set the 'Dose' field to "2".
Select "Tablet" from the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Freq:' field.
Set the Duration field to "12" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the order created displays in the 'Order grid'.

Topics

• NX • Order Entry Console

AV-73111 Summary | Details

Order Entry Console - adding and removing order codes from the 'My Favorites' dialog

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 - Favorites

Steps

Access the Order Entry Console for any client.
Click [My Favorites].
Set the Order Search field to "ADVIL (IBUPROFEN) 200 MG TABLET ORAL".
Click [Add to Favorites].
Select the row associated to the order code added.
Click [Remove From Favorites] and [Close].
Click [My Favorites].
Click the search button.
Set the 'Order Search' field to "PREDNISONE 2.5 MG TABLET ORAL".
Click [Add to Favorites].
Select the row associated to the order code added.
Click [Add to Scratchpad].
Select the order added to the scratchpad.
Set the 'Dose' field to "2".
Select "TABLET" from the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Freq' field.
Set the 'Duration' field to "12".
Click [Days].
Click [Update Order] and [Sign].
Validate the 'Order grid' contains "PREDNISONE 2.5 MG ORAL TABLET2 TABLET, TWICE A DAY".

Topics

• NX • Order Entry Console

AV-73113 Summary | Details

Home Medications - Final Review - eRX behavior

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

Home Medications

Scenario 1: Change to - OE NX - Home Medications - Final Review dialog - ensure "eRX" is enabled

Steps

Access the Order Entry Console for any client.
Click the 'Home Medications' tab.
Set the 'New Order' field to "RisperDAL 1 MG ORAL Tablet".
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Frequency' field.
Set the 'Days Supply' field to "12".
Validate the 'Dispense Qty' field is set to "24".
Select "Tablet" from the 'Dispense Qty Unit' field.
Validate the 'Directions' field is equal to "Take one (1) tablet by mouth twice a day".
Click [Add to Scratchpad] and [Final Review].
Select 'eRX' from the 'Output' field.
Click [Change].
Select "All" from the 'Search Within' field.
Click [Search].
Select any pharmacy that allows 'eRX'.
Click [Select & Make Preferred].
Select 'eRX' from the 'Output' field.
Click [Sign].
Validate the 'Order grid' contains "RisperDAL 1 MG ORAL Tablet Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 24 Tablet)".

Topics

• NX • Order Entry Console

AV-73115 Summary | Details

Update font in 'Lab Results'.

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

Order Entry Console
Orders This Episode
Results Entry

Scenario 1: OE NX - Create Lab order, enter results, and view in Lab Results

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

Select “Client A” and access the Order Entry Console.
Set the 'New Order' field to "CBC Panel".
Set the 'Specimen Site' field to "arm".
Click [Add to Scratchpad] and [Sign].
Access the 'Results Entry' form.
Select "Add" in the 'Add/Edit/Delete Result' field.
Click [Select Order].
Validate the 'Order Entry Client Profile Order List/Selection' dialog is displayed and the first row contains the order for "CBC Panel" for the current date.
Select the "CBC Panel" order and click [OK].
Set the 'Filler Order#' field to "12345".
Set the 'Universal Service ID Code' field to "Complete Blood Count".
Set the 'Result Status Code' field to "Final results; results stored and verified. Can only be changed with a corrected result. (F)".
Set the 'Specimen Collected Date' field to the current date.
Set the 'Specimen Received Date' field to the current date.
Click [File Header Info].
Validate a message is displayed stating: "Confirm Header information filed." and click [OK].
Select the 'Result Details' tab.
Select "Add" in the 'Add/Edit/Delete Result Detail' field.
Validate the 'Header' field contains the filed Header info.
Validate the 'Order' field contains "CBC Panel".
Click [Select Header].
Validate the 'Select Result' dialog is displayed and contains an order for "CBC Panel" for the current date.
Select the "CBC Panel" order and click [OK].
Set the 'Observation ID Code' field to "CBC Panel (1 Draw ONE TIME ONLY)".
Set the 'Observation Abnormal Code' field to "Normal (applies to non-numeric results) (N)".
Set the 'Observation Result Status Code' field to "Final result - can only be changed with a corrected result (F)".
Click [File Detail Info].
Validate a message is displayed stating: "Confirm Detail information filed." and click [OK].
Click [Discard].
Select the 'Orders' tab.
Click [View Lab Results].
Validate the 'Lab Results' dialog is displayed and contains the 'Header' and 'Result Details' information for the "CBC Panel" order.
Validate all fonts are consistent throughout the 'Lab Results' dialog.
Click [Close].

Topics

• myAvatar NX Only • NX

AV-73153 Summary | Details

Delete Claim - Deleting a claim in the 'Delete Claim' form.

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

Delete Claim
Dynamic Form - Delete Claim
Dynamic Form - Delete Claim - Warning

Scenario 1: Delete Claim: Validate Deleting a Claim

Specific Setup:

Test client must have services on file that are assigned to a guarantor that are not the default guarantor of 99999.
More than one service for the test client designated "Client A" must be closed, billed and claimed via Electronic Billing. Note the time that the Claims were created in Electronic Billing.

Steps

Access the 'Delete Claim' form.
Select any date from the Date Of Claim' field (ex. today's date).
Select 'Interim Batch' from the 'Delete Claim By' field.
Select any value from the 'Interim Batch Number/837 File' field.
Select 'None' from the 'Default All Or None' field.
Click [Select Claim To Delete].
Select any value from the 'Delete Claim' field.
Click [OK].
Click [Submit]
Validate that a 'Delete Claim' message is displayed stating "Are you sure you want to delete the selected claim?"
Click [Yes].
Validate that a 'Form Return' message is displayed stating "Delete Claim has completed. Do you wish to return to form?"
Click [Yes].
Click [Select Claim To Delete].
Validate that the claim previously deleted does not appear in the list of claims to delete.
Click [Cancel] and [Discard].
Validate that a 'Confirm Close' message is displayed stating: "Are you sure you want to Close without saving?"
Click [Yes].

Topics

• Delete Claim • NX

AV-73237 Summary | Details

Console Widgets

Scenario 1: Validate column and data display in console widgets

Specific Setup:

Have a console widget created with 4 or more columns. For example 'Treatment Plan' widget.
Have the widget placed on a user's home view.
Have a client with data filed in 2 or more rows in form 'Treatment Plan'.

Steps

Select the client.
Navigate to the 'Treatment Plan' widget.
Click the 'Refresh' button.
Validate the data displayed in each column is as expected.
Validate there is no overlap of data from one column to the other.
Click the 'Undock' icon in the widget.
Validate the data displayed in each column is as expected.
Validate there is no overlap of data from one column to the other.

Topics

• Console Widget • NX • Widgets

AV-73244 Summary | Details

OE NX - Order Code Search - Sorting

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 - Search Result - Sorting

Specific Setup:

Registry setting 'Order Code Search Handling Of Non-Formulary Items' set to "2"

Steps

Access the 'Order Entry Console' for any client in an inpatient episode.
Set the 'New Order' field to "Advil"
Validate the order codes display where order groups come first then pharmacy type order codes then non-formulary order codes
Click the 'Order Type' cell
Click the 'Order Type' cell
Validate the order codes display where pharmacy type order codes come first then order groups then non-formulary order codes
Click the 'Refresh Orders' button
Set the 'New Order' field to "rb"
Validate the order codes display where order groups display first then all order codes in alphabetical order then non-formulary order codes
Click the 'Order Type' cell
Validate the order codes display with lab type order codes first then pharmacy types then non-formulary order codes
Click the 'Order Type' cell
Validate the order codes display with pharmacy type order codes first then lab types then non-formulary order codes

Topics

• NX

AV-73286 Summary | Details

Home Medications - Creating orders with "All Episodes" selected

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 - All Episodes

Steps

Access the 'Order Entry Console' for any client.
Click the 'Home Medications' tab.
Click [Change] for the 'Preferred Pharmacy' field.
Click [Cancel].
Select "All Episodes" from the 'Episode' field.
Set the 'New Order' field to "Advil 200 MG, Tablet, Oral".
Set the 'Dose' field to "1".
Set the 'Dose Unit' field to "Tablet".
Set the 'Frequency' field to "3 TIMES A DAY".
Set the 'Days Supply' field to "15".
Set the 'Start Date' field to "t+18" and press the 'Tab' key.
Validate the 'Start Date' field equals a date that corresponds to 18 days after the current date.
Set the 'Stop Date' field to any date using the following format "06222021" and press the 'Tab' key
Validate the 'Stop Date' field updates to display the date using the following format "06/22/2021".
Click [Add to Scratchpad], [Final Review], and [Sign].
Validate the 'Order grid' contains the order created.

Topics

• NX • Order Entry Console

AV-73387 Summary | Details

Order Entry Console - Home Medications - defaulting of 'Dispense Qty' and 'Directions'

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

Home Medications

Scenario 1: Change to - OE NX - Home Medications - Final Review dialog - ensure "eRX" is enabled

Steps

Access the Order Entry Console for any client.
Click the 'Home Medications' tab.
Set the 'New Order' field to "RisperDAL 1 MG ORAL Tablet".
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Frequency' field.
Set the 'Days Supply' field to "12".
Validate the 'Dispense Qty' field is set to "24".
Select "Tablet" from the 'Dispense Qty Unit' field.
Validate the 'Directions' field is equal to "Take one (1) tablet by mouth twice a day".
Click [Add to Scratchpad] and [Final Review].
Select 'eRX' from the 'Output' field.
Click [Change].
Select "All" from the 'Search Within' field.
Click [Search].
Select any pharmacy that allows 'eRX'.
Click [Select & Make Preferred].
Select 'eRX' from the 'Output' field.
Click [Sign].
Validate the 'Order grid' contains "RisperDAL 1 MG ORAL Tablet Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 24 Tablet)".

Topics

• NX • Order Entry Console

AV-73388 Summary | Details

Home Medications - 'New Order' field behavior

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 - All Episodes

Steps

Access the 'Order Entry Console' for any client.
Click the 'Home Medications' tab.
Click [Change] for the 'Preferred Pharmacy' field.
Click [Cancel].
Select "All Episodes" from the 'Episode' field.
Set the 'New Order' field to "Advil 200 MG, Tablet, Oral".
Set the 'Dose' field to "1".
Set the 'Dose Unit' field to "Tablet".
Set the 'Frequency' field to "3 TIMES A DAY".
Set the 'Days Supply' field to "15".
Set the 'Start Date' field to "t+18" and press the 'Tab' key.
Validate the 'Start Date' field equals a date that corresponds to 18 days after the current date.
Set the 'Stop Date' field to any date using the following format "06222021" and press the 'Tab' key
Validate the 'Stop Date' field updates to display the date using the following format "06/22/2021".
Click [Add to Scratchpad], [Final Review], and [Sign].
Validate the 'Order grid' contains the order created.

Topics

• NX • Order Entry Console

AV-62877 Summary \| Details Single Select Dictionary Value Display Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Vitals Entry Scenario 1: Vitals Entry - add vitals Specific Setup: A client must be enrolled in an existing episode (Client A). Steps Access the 'Vitals Entry' form for "Client A". Select "Add" in the 'Add/Edit/Delete Vital Sign' field. Validate the dictionary values display in the following order: "Add", "Edit", Delete". Populate all required and desired vitals. Select the desired value in the 'Position' field. Validate the dictionary values display in the following order: "Sitting", "Lying", "Standing". Submit the form.	Topics • NX • Vitals Entry
AV-63113 Summary \| Details Document Routing - Date Created and Time zone abbreviation Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Diagnosis Dynamic Form - Admission - Client Document Routing Setup (PM) Dynamic Form - document routing - sign Dynamic Form - document routing - verify password Dynamic Form - Document Routing Setup - Select Form Dynamic Form - Progress Notes Mental Health Progress Note Scenario 1: Validate Timezone displays on TIFF images Specific Setup: Client must be enrolled in an active episode (Client A). User must be associated with a staff member (Staff A). Steps Select any client and access any 'Progress Notes (Group and Individual)' form that has 'Document Routing' enabled. Select any episode from the 'Episode Selection' field. Select any value from the 'Progress Note For' field. Select any note type from the 'Note Type' field. Set the 'Notes Field' field to any value to include special text characters (ex. ÀÁÂÃÄÅÆÇÈÉÊËÌÍÎÏÐÑÒÓÔÕÖ×ØÙÚÛÜÝ). Complete the remaining required fields. Select "Final" from the 'Draft/Final' field. Click [Submit Note]. Validate that the time zone displays in the correct format as expected. Click the [Sign and Route/Notify] and enter the logged in user's password in the 'Password' field. Click [Verify]. Select any supervisor from the 'Supervisor' field and click [Add]. Select a different supervisor from the 'Supervisor' field and click [Add]. 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"? Click [Yes]. Validate that the approver list updated as expected. Select the original supervisor from the 'Supervisor' field and click [Add]. 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"? Click [Yes]. Click [Submit]. Validate that a 'Progress Notes' dialog is displayed stating 'Note Filed' and click [Ok]. Click [Discard]. Scenario 2: Validate Diagnosis Current Time Steps Internal Testing Only Scenario 3: Progress Notes with Crystal Report Steps Internal Testing Only	Topics • Diagnosis • Document Routing • NX • Progress Notes
AV-67726 Summary \| Details Site Registration - Add a recurring Holiday Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Site Registration Scenario 1: Site Registration - Adding a recurring holiday Specific Setup: A site must be defined in the 'Site Registration' form. Steps Access the 'Site Registration' form. Select any value from the 'Select Site' field. Click [Site Holidays]. Click [New Row]. Select any "Recurring" in the 'Recurring or Individual' field. Select any value from the 'Recurrence Pattern' field (ex. Yearly). Select any date from the 'Holiday Date' field. Select any value from the '# of Sessions or Date Range' field (ex. 1) Select any value from the '# of Sessions' field. Enter any value in the 'Holiday Description' field. Select any value from the 'Closed for Entire Day of For Selected Time' field. Select any value from the 'Specific Date or Other' field. Select any value from the 'Day Of Yearly Recurrence Pattern' (ex. Monday). Select any value from the 'Frequency of Selected Day' field. Select any value from the 'Month' field. Click [Save] and [Submit]. Access the 'Scheduling Calendar' form. Navigate to the newly created holiday and validate that the date is blocked and you are unable to schedule any appointments.	Topics • NX • Site Registration
AV-70854 Summary \| Details Ventilator 'Order Type' added Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Vent Mode Settings Setup Scenario 1: Vent Mode Settings Setup - Add/Edit and Remove a setting Specific Setup: Avatar OE 2021 Update 20 and myAvatar NX Release 2021.05.01 are required in order to utilize full functionality. An order code with an 'Order Type' of "Ventilator" must exist. (Ventilator) A client must have an active episode. (Client A) Steps Access the 'Vent Mode Settings Setup' form. Select "APRV" from the 'Vent Mode' field. Validate that the 'Current Vent Settings for this Vent Mode' field contains: Pressure Support (cmH2O), Required =Y, Order=100 PEEP/CPAP (cmH2O), Required=Y, Order=200 FIO2 (%), Required=Y, Order=300 Time High (seconds), Required=N, Order=400 Time Low (seconds), Required=N, Order=500 Pressure Low (cmH2O), Required=N, Order=600 Close the form. Select "Client A" and access the Order Entry Console. Set the 'New Order' field to "Ventilator". Validate that the 'Vent Mode' field is required and enabled. Select "APRV" in the 'Vent Mode' field Validate the 'Pressure Support (cmH2O)' field is required and enabled. Validate the 'PEEP/CPAP (cmH2O)' field is required and enabled. Validate the 'FIO2 (%)' field is required and enabled. Validate the 'Time High (seconds)' field is not required and enabled. Validate the 'Time Low (seconds)' field is not required and enabled. Validate the 'Pressure Low (cmH2O)' field is not required and enabled. Access the 'Vent Mode Settings Setup' form. Select "APRV" from the 'Vent Mode' field. Validate that the 'Current Vent Settings for this Vent Mode' field contains: Pressure Support (cmH2O), Required =Y, Order=100 PEEP/CPAP (cmH2O), Required=Y, Order=200 FIO2 (%), Required=Y, Order=300 Time High (seconds), Required=N, Order=400 Time Low (seconds), Required=N, Order=500 Pressure Low (cmH2O), Required=N, Order=600 Validate the 'Add/Edit/Remove Vent Setting' field is required and enabled. Select "Add" in the 'Add/Edit/Remove Vent Setting' field. Validate the 'Vent Setting' field is required and enabled. Select "Pressure High (cmH2O)" in the 'Vent Setting' field. Validate the 'Required' field is required and enabled. Validate the 'Prompt Order' field is enabled and required. Click [Update Vent Setting for this Vent Mode]. Validate a message is displayed stating: "At least one required field is missing" and click [OK]. Select "No" in the 'Required' field. Set the 'Prompt Order' field to "600" Click [Update Vent Setting for this Vent Mode]. Validate a message is displayed stating: "Prompt number 600 is already in use. Vent Setting was NOT added." and click [OK] Set the 'Prompt Order' field to "0" Click [Update Vent Setting for this Vent Mode]. Validate a message is displayed stating: "Prompt number must be a positive number. Vent Setting was NOT added." and click [OK]. Set the 'Prompt Order' field to "-1" Click [Update Vent Setting for this Vent Mode]. Validate a message is displayed stating: "Prompt number must be a positive number. Vent Setting was NOT added." and click [OK]. Set the 'Prompt Order' field to "700". Click [Update Vent Setting for this Vent Mode]. Validate that the 'Current Vent Settings' field contains the following: Pressure Support (cmH2O), Required =Y, Order=100 PEEP/CPAP (cmH2O), Required=Y, Order=200 FIO2 (%), Required=Y, Order=300 Time High (seconds), Required=N, Order=400 Time Low (seconds), Required=N, Order=500 Pressure Low (cmH2O), Required=N, Order=600 Pressure High (cmH2O), Required=N, Order=700 Click [Save Vent Settings for this Vent Mode]. Validate a message is displayed stating: "Filed Successfully" and click [OK]. Close the form. Log out of the application and log back in. Select "Client A" and access the Order Entry Console. Set the 'New Order' field to "Ventilator". Validate that the 'Vent Mode' field is required and enabled. Select "APRV" in the 'Vent Mode' field Validate the 'Pressure Support (cmH2O)' field is required. Validate the 'PEEP/CPAP (cmH2O)' field is required. Validate the 'FIO2 (%)' field is required. Validate the 'Time High (seconds)' field is not required. Validate the 'Time Low (seconds)' field is not required. Validate the 'Pressure Low (cmH2O)' field is not required. Validate the 'Pressure High (cmH2O)' field is not required. Access the 'Vent Mode Settings Setup' form. Select "APRV" from the 'Vent Mode' field. Validate that the 'Current Vent Settings for this Vent Mode' field contains: Pressure Support (cmH2O), Required =Y, Order=100 PEEP/CPAP (cmH2O), Required=Y, Order=200 FIO2 (%), Required=Y, Order=300 Time High (seconds), Required=N, Order=400 Time Low (seconds), Required=N, Order=500 Pressure Low (cmH2O), Required=N, Order=600 Pressure High (cmH2O), Required=N, Order=700 Select "Edit" in the 'Add/Edit/Remove Vent Setting' field. Select "Pressure High (cmH2O)" in the 'Vent Setting to Edit/Remove' field. Select "Yes" in the 'Required' field. Click [Update Vent Setting for this Vent Mode]. Validate that the 'Current Vent Settings for this Vent Mode' field contains: Pressure Support (cmH2O), Required =Y, Order=100 PEEP/CPAP (cmH2O), Required=Y, Order=200 FIO2 (%), Required=Y, Order=300 Time High (seconds), Required=N, Order=400 Time Low (seconds), Required=N, Order=500 Pressure Low (cmH2O), Required=N, Order=600 Pressure High (cmH2O), Required=Y, Order=700 Close the form Access the 'Vent Mode Settings Setup' form. Select "APRV" from the 'Vent Mode' field. Validate that the 'Current Vent Settings for this Vent Mode' field contains: Pressure Support (cmH2O), Required =Y, Order=100 PEEP/CPAP (cmH2O), Required=Y, Order=200 FIO2 (%), Required=Y, Order=300 Time High (seconds), Required=N, Order=400 Time Low (seconds), Required=N, Order=500 Pressure Low (cmH2O), Required=N, Order=600 Pressure High (cmH2O), Required=N, Order=700 Select "Edit" in the 'Add/Edit/Remove Vent Setting' field. Select "Pressure High (cmH2O)" in the 'Vent Setting to Edit/Remove' field. Select "Yes" in the 'Required' field. Click [Update Vent Setting for this Vent Mode]. Validate that the 'Current Vent Settings for this Vent Mode' field contains: Pressure Support (cmH2O), Required =Y, Order=100 PEEP/CPAP (cmH2O), Required=Y, Order=200 FIO2 (%), Required=Y, Order=300 Time High (seconds), Required=N, Order=400 Time Low (seconds), Required=N, Order=500 Pressure Low (cmH2O), Required=N, Order=600 Pressure High (cmH2O), Required=Y, Order=700 Click [Save Vent Setting for this Vent Mode]. Validate a message is displayed stating: "Filed Successfully" and click [OK]. Close the form. Log out of the application and log back in. Select "Client A" and access the Order Entry Console. Set the 'New Order' field to "Ventilator". Validate that the 'Vent Mode' field is required and enabled. Select "APRV" in the 'Vent Mode' field Validate the 'Pressure Support (cmH2O)' field is required. Validate the 'PEEP/CPAP (cmH2O)' field is required. Validate the 'FIO2 (%)' field is required. Validate the 'Time High (seconds)' field is not required. Validate the 'Time Low (seconds)' field is not required. Validate the 'Pressure Low (cmH2O)' field is not required. Validate the 'Pressure High (cmH2O)' field is required. Access the 'Vent Mode Settings Setup' form. Select "APRV" from the 'Vent Mode' field. Validate that the 'Current Vent Settings for this Vent Mode' field contains: Pressure Support (cmH2O), Required =Y, Order=100 PEEP/CPAP (cmH2O), Required=Y, Order=200 FIO2 (%), Required=Y, Order=300 Time High (seconds), Required=N, Order=400 Time Low (seconds), Required=N, Order=500 Pressure Low (cmH2O), Required=N, Order=600 Pressure High (cmH2O), Required=Y, Order=700 Select "Remove" in the 'Add/Edit/Remove Vent Setting' field. Select "Pressure High (cmH2O)" in the 'Vent Setting to Edit/Remove' field. Click [Update Vent Setting for this Vent Mode]. Validate that the 'Current Vent Settings for this Vent Mode' field contains: Pressure Support (cmH2O), Required =Y, Order=100 PEEP/CPAP (cmH2O), Required=Y, Order=200 FIO2 (%), Required=Y, Order=300 Time High (seconds), Required=N, Order=400 Time Low (seconds), Required=N, Order=500 Pressure Low (cmH2O), Required=N, Order=600 Click [Save Vent Setting for this Vent Mode]. Validate a message is displayed stating: "Filed Successfully" and click [OK]. Close the form. Log out of the application and log back in. Select "Client A" and access the Order Entry Console. Set the 'New Order' field to "Ventilator". Validate that the 'Vent Mode' field is required and enabled. Select "APRV" in the 'Vent Mode' field Validate the 'Pressure Support (cmH2O)' field is required. Validate the 'PEEP/CPAP (cmH2O)' field is required. Validate the 'FIO2 (%)' field is required. Validate the 'Time High (seconds)' field is not required. Validate the 'Time Low (seconds)' field is not required. Validate the 'Pressure Low (cmH2O)' field is not required. Scenario 2: OE NX - Ventilator-type order - Create New order, copy order, modify order with table validation Specific Setup: Avatar OE 2021 Update 20 and myAvatar NX Release 2021.05.01 are required in order to utilize full functionality. A client must have an active episode. (Client A) Steps Select "Client A" and access the Order Entry Console. Set the 'New Order' field to "Ventilator". Select "Daily" in the 'Frequency' field. Validate the 'Vent Mode' field is required. Select "(S)CMV+" in the 'Vent Mode' field. Validate the 'Ventilator Settings.Vent Rate (bpm)' field is required. Set this field to "10". Validate the 'Ventilator Settings.Tidal Volume (ml)' field is required. Set this field to "9" Validate the 'Ventilator Settings.PEEP/CPAP (cmH2O)' field is required. Set this field to "4". Validate the 'Ventilator Settings.FIO2 (%)' field is required. Set the 'Duration' field to "5" and click [Days]. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Validate the 'Stop Date' field contains a date that is five days in the future of the 'Start Date'. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'. Click [Add to Scratchpad]. Validate the "Ventilator" order appears in the 'Scratchpad with a red flag in the 'Action' column. Select the order in the 'Scratchpad'. Set the 'Ventilator Settings.FIO2 (%)' field to "40" and click [Update Order]. Validate that the "Ventilator" order no longer has a red flag in the 'Action' column. Click [Sign]. Validate the 'Order grid' contains the order for "Ventilator - Vent Mode: (S)CMV+ - Daily". Create a report using the 'OrderEntry.hx_vent_mode' table and include all fields. Filter the report by selecting the 'Order #' of the order that was just created in the 'order_unique_id' field. Validate that 'vent_mode_code' contains "(S)CMV+". Validate that 'vent_mode_value' contains "(S)CMV+". Create a report using the 'OrderEntry.hx_vent_settings' table and include all fields. Filter the report by selecting the 'Order #' of the order that was just created in the 'order_unique_id' field. Validate that four rows are displayed, one for each vent setting. Validate that 'vent_setting_answer' is "10" for row 1. Validate that 'vent_setting_code' is "Vent-Rate" for row 1. Validate that 'vent_setting_value' is "Vent Rate (bpm)" for row 1. Validate that 'vent_setting_answer' is "9" for row 2. Validate that 'vent_setting_code' is "Tidal-volume" for row 2. Validate that 'vent_setting_value' is "Tidal Volume (ml)" for row 2. Validate that 'vent_setting_answer' is "4" for row 3. Validate that 'vent_setting_code' is "PEEP-CPAP" for row 3. Validate that 'vent_setting_value' is "PEEP/CPAP (cmH2O)" for row 3. Validate that 'vent_setting_answer' is "40" for row 4. Validate that 'vent_setting_code' is "FIO2" for row 4. Validate that 'vent_setting_value' is "FIO2 (%)" for row 4. Select the "Ventilator" in the 'Order grid' and click [Copy]. Validate the 'Ventilator Settings.Vent Rate (bpm)' field contains "10". Validate the 'Ventilator Settings.Tidal Volume (ml)' field contains "9". Validate the 'Ventilator Settings.PEEP/CPAP (cmH2O)' field contains "4". Validate the 'Ventilator Settings.FIO2 (%)' field contains "40". Click [Add to Scratchpad] and [Sign]. Validate that an 'Interactions' dialog is displayed. Override the interaction and click [Save Override and Exit]. Validate the 'Order grid' contains two orders for "Ventilator - Vent Mode: (S)CMV+ - Daily". Refresh the report created using the 'OrderEntry.hx_vent_mode' table. Filter the report by selecting the 'Order #' of the new order that was just created in the 'order_unique_id' field. Validate that 'vent_mode_code' contains "(S)CMV+". Validate that 'vent_mode_value' contains "(S)CMV+". Refresh the report using the 'OrderEntry.hx_vent_settings' table. Filter the report by selecting the 'Order #' of the new order that was just created in the 'order_unique_id' field. Validate that four rows are displayed, one for each vent setting. Validate that 'vent_setting_answer' is "10" for row 1. Validate that 'vent_setting_code' is "Vent-Rate" for row 1. Validate that 'vent_setting_value' is "Vent Rate (bpm)" for row 1. Validate that 'vent_setting_answer' is "9" for row 2. Validate that 'vent_setting_code' is "Tidal-volume" for row 2. Validate that 'vent_setting_value' is "Tidal Volume (ml)" for row 2. Validate that 'vent_setting_answer' is "4" for row 3. Validate that 'vent_setting_code' is "PEEP-CPAP" for row 3. Validate that 'vent_setting_value' is "PEEP/CPAP (cmH2O)" for row 3. Validate that 'vent_setting_answer' is "40" for row 4. Validate that 'vent_setting_code' is "FIO2" for row 4. Validate that 'vent_setting_value' is "FIO2 (%)" for row 4. Select the new "Ventilator" order in the 'Order grid' and click [Modify]. Validate the 'Ventilator Settings.Vent Rate (bpm)' field contains "12". Validate the 'Ventilator Settings.Tidal Volume (ml)' field contains "9". Validate the 'Ventilator Settings.PEEP/CPAP (cmH2O)' field contains "4". Validate the 'Ventilator Settings.FIO2 (%)' field contains "40". Click [Add to Scratchpad] and [Sign]. Validate that an 'Interactions' dialog is displayed. Override the interaction and click [Save Override and Exit]. Validate the 'Order grid' contains the new order for "Ventilator - Vent Mode: (S)CMV+ - Daily" and the original order for "Ventilator - Vent Mode: (S)CMV+ - Daily". Refresh the report created using the 'OrderEntry.hx_vent_mode' table. Filter the report by selecting the 'Order #'s' of both orders in the 'order_unique_id' field. Validate that 'vent_mode_code' contains "(S)CMV+". Validate that 'vent_mode_value' contains "(S)CMV+". Close the report. Refresh the report using the 'OrderEntry.hx_vent_settings' table. Filter the report by selecting the 'Order #' of the new order that was just created in the 'order_unique_id' field. Validate that four rows are displayed, one for each vent setting. Validate that 'vent_setting_answer' is "10" for row 1. Validate that 'vent_setting_code' is "Vent-Rate" for row 1. Validate that 'vent_setting_value' is "Vent Rate (bpm)" for row 1. Validate that 'vent_setting_answer' is "9" for row 2. Validate that 'vent_setting_code' is "Tidal-volume" for row 2. Validate that 'vent_setting_value' is "Tidal Volume (ml)" for row 2. Validate that 'vent_setting_answer' is "4" for row 3. Validate that 'vent_setting_code' is "PEEP-CPAP" for row 3. Validate that 'vent_setting_value' is "PEEP/CPAP (cmH2O)" for row 3. Validate that 'vent_setting_answer' is "40" for row 4. Validate that 'vent_setting_code' is "FIO2" for row 4. Validate that 'vent_setting_value' is "FIO2 (%)" for row 4. Scenario 3: OE NX - Ventilator-type order - Create New order, copy order, modify order Specific Setup: Avatar OE 2021 Update 20 and myAvatar NX Release 2021.05.01 are required in order to utilize full functionality. A ventilator-type order code must exist. (Ventilator) A client must have an active episode. (Client A) Steps Select "Client A" and access the Order Entry Console. Search for and select "Ventilator" in the 'New Order' field. Select "Continuous" in the 'Frequency' field. Select "(S)CMV+" in the 'Vent Mode' field. Set the 'Pressure Support (cmH2O)' field to "10". Set the 'PEEP/CPAP' field to "9". Set the 'FIO2(%)' field to "4". Set the 'Time High (seconds)' field to "40". Fill in all other required fields. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains the "Ventilator" order. Select the order and click [Copy]. Validate the 'Vent Mode' field contains "(S)CMV+" Validate the 'Pressure Support (cmH2O)' field is equal to "10". Validate the 'PEEP/CPAP' field is equal to "9". Validate the 'FIO2(%)' field is equal to "4". Validate the 'Time High (seconds)' field is equal to "40". Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains a new "Ventilator" order. Select the new order and click [Modify]. Validate the 'Vent Mode' field contains "(S)CMV+" Validate the 'Pressure Support (cmH2O)' field is equal to "10". Set the 'Pressure Support (cmH2O)' field to "12". Validate the 'PEEP/CPAP' field is equal to "9". Validate the 'FIO2(%)' field is equal to "4". Validate the 'Time High (seconds)' field is equal to "40". Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains a new "Ventilator" order.	Topics • NX • Order Entry Console
AV-70855 Summary \| Details OE NX - Change 'Modify' functionality to disable new search 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 - Disable 'New Order' while 'Modify' in progress 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 Select “Client A” and access the Order Entry Console. Set the ‘New Order’ field to "XANAX 1 MG TABLET ORAL". Set the ‘Dose’ field to "1". Validate the ‘Dose Unit’ field contains "Tablet". Select "EVERY DAY" from the ‘Freq’ field. Set the ‘Duration’ field to "14" and click [Days]. Validate the ‘Days Supply’ field contains "14". Validate the ‘Dispense Qty’ field contains "14". Select "Tablet" from the ‘Dispense Qty Unit’ field. Validate the ‘Start Date’ field contains the current date. Validate the ‘Start Time’ field contains the current time. Validate the ‘Stop Date’ field contains a date fourteen days from the ‘Start Date’. Validate the ‘Stop Time’ field contains a time one minute prior to the ‘Start Time’. Click [Add to Scratchpad] and [Final Review]. Validate the ‘Interactions’ dialog is displayed. Set the ‘Notes’ field to any value and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and click [Sign]. Validate the ‘Order Grid’ contains an order for "XANAX 1 MG ORAL TABLET". Validate the ‘New Order’ field is enabled. Select the order for "XANAX 1 MG ORAL TABLET" and click [Modify]. Validate the ‘New Order’ field contains "XANAX 1 MG TABLET ORAL" and is disabled. Click [Refresh Orders]. Validate the ‘New Order’ field is enabled. Select the order for "XANAX 1 MG ORAL TABLET" and click [Modify]. Validate the ‘New Order’ field contains "XANAX 1 MG TABLET ORAL" and is disabled. Validate the ‘Dose’ field contains "1". Validate the ‘Dose Unit’ field contains "Tablet". Validate the ‘Freq’ field contains "EVERY DAY". Validate the ‘Duration’ field contains "14". Validate the [Days] button is selected. Validate the ‘Days Supply’ field contains "14". Validate the ‘Dispense Qty’ field contains "14". Validate the ‘Dispense Qty Unit’ field contains "Tablet". Set the ‘Start Date’ field to the current date. Set the ‘Start Time’ field to the current time. Validate the ‘Stop Date’ field contains a date fourteen days from the ‘Start Date’. Validate the ‘Stop Time’ field contains a time one minute prior to the ‘Start Time’. Validate the 'Earliest Fill Date' field contains a value that is five days prior to the 'Stop Date' of the order being modified. Click [Add to Scratchpad]. Validate the ‘Scratchpad’ contains an order for "XANAX 1 MG TABLET". Validate the ‘New Order’ field is enabled. Select the order for "XANAX 1 MG TABLET" from the ‘Scratchpad’. Validate the ‘New Order’ field is disabled. Click [Final Review]. Validate the ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and click [Sign]. Validate the ‘Order Grid’ contains an order for "XANAX 1 MG ORAL TABLET". Validate the ‘New Order’ field is enabled.	Topics • NX • Order Entry Console
AV-70878 Summary \| Details Void 'Client Reported' orders. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Launch OrderConnect OrderConnect Scenario 1: OE Console Home Meds - Limit Void of Reported Medications to Original User Specific Setup: OrderConnect must be installed and configured to communicate with myAvatar and vice versa. Avatar OE 2021 Update 22, OrderConnect 18.2 and a myAvatar Client Update or upgrade must also be installed to utilize this functionality. The 'Client Reported' checkbox must be checked in the 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form for both User A and User B. Two Users must exist that have access to the Order Entry Console. (User A) (User B) Please log out of the application and log back in as "User A" after completing the above configuration. A client must have an active episode whose program is associated with a New York Agency in the 'OrderConnect Facility/Agency Definition' 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 'Admission Med Reconciliation' form must already be reconciled for "Client A". Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Validate the 'Client Reported' check box is checked. Search for and select "ALPRAZOLAM 0.5 MG TABLET, EXTENDED RELEASE ORAL(Schedule II)" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' is set to "Tablet". Select "AS NEEDED" from the 'Frequency' field. Select any value in the 'Reason' field. Click [Save]. Validate the "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" order displays in the 'Orders Grid'. Select the order and validate that [Void] is enabled. Click [Refresh]. Access the 'Registry Settings' form. Set the 'Limit Void of Reported meds in OE Console (Home Meds section) to original user' field to "Y". Log out of the application and log back in as "User B". Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Validate the order for "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" is displayed in the 'Orders Grid' Select the order and validate [Void] is disabled. Access the 'Registry Settings' form. Set the 'Limit Void of Reported meds in OE Console (Home Meds section) to original user' field to "N". Log out of the application and log back in as "User B". Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Validate that the order for "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" is displayed in the 'Orders Grid' Select the order and validate [Void] is enabled. Click [Void]. Select "Entered for incorrect client" from the 'Reason' field. Set the 'Void Reason Text' field to "Test". Click [Confirm Void]. Validate a message displays stating: "Warning Admission Reconciliation has already been saved for Episode: 1." and click [Ok]. Select "Voided Client Reported" from the 'Status' field. Validate the "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" order is listed in the 'Orders Grid' and displays the 'Void Reason' and 'Void Reason Text'. Select "All" from the 'Status' field. Validate the "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" order is listed in the 'Orders Grid' and displays the 'Void Reason' and 'Void Reason Text'. Scenario 2: OE NX - OE Console - Home Medications - Limit Void of Reported Medications to Original User with Validation Specific Setup: OrderConnect must be installed and configured to communicate with myAvatar and vice versa. Avatar OE 2021 Update 22, OrderConnect 18.2 and a myAvatar Client Update or upgrade must also be installed to utilize this functionality. 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. Note the Rx ID of the order created. Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Validate the 'Client Reported' checkbox is checked. Set the 'New Order' field to "ALPRAZolam XR". Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "AS NEEDED" from the 'Frequency' field. Select "Reason Code 10" from the 'Reason' field. Click [Save]. Access the 'Launch OrderConnect' form. Click [Launch Infoscriber Prescriptions]. Validate the 'Current Medication Profile' page contains "ALPRAZolam XR". Click on the 'RxHx' tab. Validate the 'Medication History' page contains "ALPRAZolam XR" with a 'Status' of "Active". Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Select the "ALPRAZolam XR" order in the 'Order grid'. Click [Void]. Select "Entered for incorrect client" from the 'Reason' field. Set the 'Void Reason Text' field to "Test". Click [Confirm Void]. Access 'Launch OrderConnect'. Click [Launch Infoscriber Prescriptions]. Validate the 'Current Medication Profile' page does not contain "ALPRAZolam XR". Click on the 'RxHx' tab. Validate the 'Medication History' page contains "ALPRAZolam XR" with a 'Status' of "Cancel NonISC".	Topics • Dictionary • NX • Order Entry Console
AV-70881 Summary \| Details Orders This Episode - 'Order Type' search filter Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Order Entry User Definition Order Entry Console - Final Review dialog Orders This Episode Scenario 1: OE NX - Order Entry Console - Order Code Search by Order Type Specific Setup: A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form (Client A) Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Open the 'Order Entry User Definition' form. Set the 'Select Order Entry User' to the logged in user. Click the 'Order Entry User Customization' item. Click 'Clear' in the 'Order Types Allowed to Enter/Update' field. Click 'Lab' in the 'Order Types Allowed to Enter/Update' field. Click [Submit]. Validate the following message is displayed: "Order Entry User Definition has completed. Do you wish to return to form?" and click [No]. Log out of the application and log back in. Access the Order Entry Console for "Client A". Validate the 'Search Filter' field contains "All" and "Lab". Search for any pharmacy-type order code in the 'New Order' field. Validate there are no order codes that display. Search for any other 'Order Type' that is not 'Pharmacy' or 'Lab' in the 'New Order' field. Validate no order codes display. Search for and select "Complete Blood Count" in the 'New Order' field. Set the 'Duration' field to "12" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the order created displays in the 'Order grid'. Open the 'Order Entry User Definition' form. Set the 'Select Order Entry User' to the logged in user. Click the 'Order Entry User Customization' item. Click 'All' in the 'Order Types Allowed to Enter/Update' field. Click [Submit]. Validate the following message is displayed: "Order Entry User Definition has completed. Do you wish to return to form?" and click [No]. Log out of the application and log back in. Access the Order Entry Console for "Client A". Create orders for all other 'Order Types' and validate they display in the 'Order grid'. Scenario 2: OE NX - Order Entry Console - Order 'Type' Filter Specific Setup: A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form (Client A) Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Open the 'Order Entry User Definition' form. Set the 'Select Order Entry User' field to the logged in user. Click the 'Order Entry User Customization' item. Click 'Clear' in the 'Order Types Allowed to View' field. Click the 'Lab' order type in the 'Order Types Allowed to View' field. Click [Submit]. Validate the following message is displayed: "Order Entry User Definition has completed. Do you wish to return to form?" and click [No]. Log out of the application and back in. Access the Order Entry Console for "Client A". Validate the only values in the 'Type' field are "All" and "Lab". Select "Lab" from the 'Type' field. Set the 'New Order' field to "Fish Oil 500 MG CAPSULE ORAL". Set the 'Dose' field to "2". Validate the 'Dose Unit' field is equal to "Capsule". Select "TWICE A DAY" from the 'Freq:' field. Set the 'Duration' field to "15" and click [Days]. Validate the 'Days Supply' field is equal to "15". Validate the 'Dispense Qty field is set to "60". Select "Capsule" from the 'Dispense Qty Unit' field. Click [Add to Scratchpad], [Final Review], and [Sign]. Validate the 'Order grid' does not display the order created. Note: This is because the logged in user only has access to view Lab-type orders. Open the 'Order Entry User Definition' form. Set the 'Select Order Entry User' field to the logged in user. Click the 'Order Entry User Customization' item. Click 'All' in the 'Order Types Allowed to View' field. Click [Submit]. Validate the following message is displayed: "Order Entry User Definition has completed. Do you wish to return to form?" and click [No]. Log out of the application and back in. Access the Order Entry Console for "Client A". Validate the 'Type' field is set to "All" and contains all 'Order Types'. Validate the "Fish Oil" order created displays in the 'Order grid'.	Topics • NX • Order Entry Console
AV-70888 Summary \| Details Order Entry Console - Wound Care order type - order actions Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: Wound Order Type Category - New Order, Copy, Modify, D/C Steps Internal Testing Only	Topics • NX • Order Entry Console
AV-71738 Summary \| Details Military Time Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: App Dashboard Error dialog Home Medications Order Entry Console Order Entry Console - Order Group dialog Orders This Episode Scenario 1: Order Entry Console (NX) - Military Time Validations Specific Setup: Have a system with registry setting "Enable Military Time" set to "Y" Have active clients with medication orders entered in the system Have the "Order Entry Console" widget on the Home View Steps Select a client Click the "Orders This Episode" tab in the "Order Entry Console" Select the row in the grid Click the [D/C] button Validate the "Discontinue Time" is correct and in military time format [HHMM] Change the time to a valid time. Validate the time is displayed in military time format Click the [Now] button Validate the time is the current time and displayed in military time format Select the row in the grid Click the [Resume] button Validate the "Resume Time" is correct and in military time format [HHMM] Change the time to a valid time. Validate the time is displayed in military time format Click the [Now] button Validate the time is correct and displayed in military time format Select the row in the grid In the "New Order, select an "Order Code" In the "Order Code" list, validate the "Start Time" field is the current time Validate the time is displayed in military time format Change the time to a valid time. Validate the time is displayed in military time format Click [Cancel] Select the row in the grid Click the [Renew] button Validate the current time in the "Effective Renew Time" field is in military time format Change the time to a valid time. Validate the time is displayed in military time form Enter a time the "New Stop Time" field Validate the time is displayed in military time format Click the [Now] button Validate the time is the current time and displayed in military time format Click the "Home Medications" tab Select the row in the grid Click the [Compliance] button Enter a valid time in the "Last Dose" field Validate the time is displayed in military time format Click the [Now] button Validate the time is the current time and displayed in military time format Select the row in the grid In the "New Order, select an "Order Code" In the "Order Code" list, validate the "Start Time" field is the current time Validate the time is displayed in military time format Change the time to a valid time. Validate the time is displayed in military time format Click [Cancel] Click the [D/C] button Validate the "Discontinue Time" is correct and in military time format [HHMM] Change the time to a valid time. Validate the time is displayed in military time format Click the [Now] button Validate the time is the current time and displayed in military time format In the "New Order, search for a "Lab" order, for example "CBC" Validate the "Start Time" is in military time format Change the time to a valid time. Validate the time is displayed in military time format Click the [Now] button Validate the time is the current time and displayed in military time format Validate the "Stop Time" is in military time format Change the time to a valid time. Validate the time is displayed in military time format Click the [Now] button Validate the time is the current time and displayed in military time format	Topics • myAvatar NX Only • NX • Order Entry Console
AV-72068 Summary \| Details Medical Note - Intermittent Note Refresh 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 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 Start a note for a client with an existing appointment on today's date. Validate that the "Client Type" field is set to "New". Fill out the required fields and click [Save]. Verify the Facesheet tab loads. Add or edit the "Psychiatry History" section under "Past Health History". Add or edit the "Family Psychiatry History" section under "Family Health History". Go to the 'Document' tab. Fill out the required sections on the 'Document' tab. Navigate to the "HPI" section. Verify the "Psychiatry History" and "Family Psychiatry History" fields exist. Validate the "Psychiatry History" and "Family Psychiatry History" fields are equal to the values saved on the Facesheet. Change the "Psychiatry History" and "Family Psychiatry History" fields to any value. Verify the "Social History" section exists. Navigate to the "Social History" section. Add or edit the "Social History" section. Verify the existence of ROS section Verify the button "Pull ROS from Last Visit" is displayed on the ROS section header. Click the "Pull ROS from Last Visit" link Verify ROS section auto populates the values from the previously visited note within that episode. Navigate to the "Mental Status Exam" section. Validate that the "Mental Status Exam" sidebar item is not required. Validate that the "Mental Status Exam" section is not required. Validate [Use MSE Template] is displayed on the "Mental Status Exam" section header. Click [Use MSE Template]. Validate that "Mental Status Exam" text area is auto populated with the organization-defined template. Navigate to the "MDM" section. Validate that the "MDM" sidebar item is not required. Validate that the "Problems Addressed This Visit" section is not required. Validate that the "Risk of Significant Complications, Morbidity, and/or Mortality" field is not required. Complete the "MDM" fields. Go to the Facesheet tab. Validate that your changes from the 'Document' tab are saved. Validate that the "Past Health History" section is reviewed. Validate that the "Family Health History" section is reviewed. Validate that the "Social History" section is reviewed. Go to the 'Finalize' tab. Fill out the required sections on the 'Finalize' tab. Validate that the "CPT Selection" section is not required. Verify that the "CPT Code Selected" field does not exist. Click [Generate] in the "Note Summary" section. Validate that the progress note contains your changes in the "Past Health History", "Family Health History", and "Social History" sections. Validate that the progress note contains the "Mental Status Exam" and "Medical Decision Making" sections when populating values in the above sections. Sign off on the note and validate that it is removed from the appointment list.	Topics • Medical Note • NX
AV-72405 Summary \| Details Edit Service Information - 'Service Start Time' and 'Service End Time' fields Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dynamic Form - NX OK Dialog Scenario 1: Edit Service Information - Validation Specific Setup: A service has been provided to a client (Client A). The 'Allow Start - End Times To Extend Beyond Midnight' registry setting is set to "Y". Steps Access the 'Edit Service Information' form. Enter "Client A" in the 'Client ID' field. Click [Select Service(s) To Edit]. Select an existing service and click [OK]. Enter "11:00 AM" in the 'Service Start Time' field. Enter "10:00 AM" in the 'Service End Time' field. Validate a "Warning" message is displayed stating: Service End Time is beyond midnight from Service Start Time." Click [OK] and validate the "Warning" message is no longer displayed. Click [Submit].	Topics • Client Charge Input • Edit Service Information • myAvatar/myAvatar NX • NX
AV-72436 Summary \| Details Order Entry Console - Home Medications - Correct orders display after changing clients 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 - orders for the correct clients displaying Specific Setup: Two clients must each have an active inpatient episode (Client A, Client B) Steps Access the Order Entry Console for "Client A". Click the 'Home Medications' tab. Set the 'New Order' field to "Advil 200 MG, Tablet, Oral (2 Tablets )". Validate the 'Dose' field is equal to "2". Validate the 'Dose Unit' field is equal to "Tablet". Select "TWICE A DAY" from the 'Frequency' field. Set the 'Days Supply' field to "12". Press the Tab key on the 'Days Supply' field. Click [Add to Scratchpad], [Final Review], and [Sign]. Validate the 'Order grid' contains "Advil 200 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 48 Tablet)". Access the Order Entry Console for "Client B". Click the 'Home Medications' tab. Set the New Order field to "Fish Oil 1000 MG Capsule, Liquid Filled Oral". Set the 'Dose' field to "2". Press the Tab key on the 'Dose' field. Validate the 'Dose Unit' field is equal to "Capsule". Select "TWICE A DAY" from the 'Frequency' field. Set the 'Days Supply' field to "12". Press the Tab key on the Days Supply field. Click [Add to Scratchpad], [Final Review], and [Sign]. Validate the 'Order grid' contains "Fish Oil 1000 MG ORAL Capsule, Liquid Filled Take two (2) capsules by mouth twice a day (Refills: 0, Disp. Qty: 48 Capsule)". Access the Order Entry Console for "Client A". Validate the 'Order grid' contains "Advil 200 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 48 Tablet)".	Topics • NX • Order Entry Console
AV-72558 Summary \| Details NO MATCH orders in Discharge Med Reconciliation Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Code Setup Order Entry Console Scenario 1: OE NX - Discharge Med Reconciliation - Ensure [Do Not Add] and [Do Not Add Remaining] are enabled when an order in 'Inpatient Medications' contains "NO MATCH" Specific Setup: A client must have an active episode. (Client A) Steps Access the 'Order Code Setup' form and create a pharmacy-type order code. Select "Client A" and access the Order Entry Console. Search for and select the order code created in the 'New Order' field. Fill out all required fields Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the new order appears in the 'Order grid'. Click the 'Discharge Med Reconciliation' tab. Validate the new order shows in 'Inpatient Medications' with "NO MATCH" in the 'Action' column. Validate [Do Not Add] is disabled. Validate [Do Not Add Remaining] is enabled. Select the order in 'Inpatient Medications'. Validate [Do Not Add] and [Do Not Add Remaining] are enabled.	Topics • NX • Order Entry Console
AV-72645 Summary \| Details Client Dashboard - Client Header Display Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Right Sidebar Scenario 1: NX - myDay - Client Header Header Information Specific Setup: A client must be admitted to an active episode (Client A). Steps Select "Client A" and navigate to the 'Client Dashboard'. Validate that the 'Client Dashboard' appears with the client header as expected. Click [Customize]. Click [My Activity]. Click [View/Add Widgets]. Validate that 'Include Client Information header in view' checkbox field is not displayed. Click [My Activity]. Click [Customize]. Click [Close]. Navigate to any view (ex. myDay) Click [Customize]. Click [My Activity]. Click [View/Add Widgets]. Validate that 'Include 'Client Information header in view' checkbox field is displayed. Check 'Client Information header in view' Validate that the client header now appears on the current view. Uncheck the 'Client Information header in view'. Validate that the 'Client Header' no longer displays on the current view, Click [My Activity]. Click [Customize].	Topics • myAvatar NX Only • NX
AV-72646 Summary \| Details 'Date Of Service' - disallow future dates Scenario 1: Recurring Client Charge Input - Validation Specific Setup: A client is defined (Client A). Steps Access the 'Recurring Client charge Input' form. Click [T] in the 'From Date' field and validate the current date is populated. Click the up arrow button in the 'From Date' field. Validate a message is displayed stating: Future Dates Not Permitted. Click [OK]. Validate the 'From Date' field contains the current date. Click [T] in the 'Through Date' field and validate the current date is populated. Select the desired value in the 'Exclude Weekends' field. Select the desired date(s) in the 'Select Dates' field. Click the "Client Charge Input" section. Validate the 'Date Of Service' field contains the current date. Click the up arrow button in the 'Date Of Service' field. Validate a message is displayed stating: Future date is not permitted in the 'Date Of Service' field. Click [OK]. Validate the 'Date Of Service' field contains the current date. Enter "Client A" in the 'Client ID' field. Enter any service code in the 'Service Code' field. Enter any practitioner in the 'Practitioner' field. Click [Submit] and close the form. Scenario 2: 'Progress Notes (Group and Individual)' - New Service note Specific Setup: A client must be defined (Client A). Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select "New Service" in the 'Progress Note For' field. Select any value in the 'Note Type' field. Enter any value in the 'Notes Field' field. Click [T] in the 'Date Of Service' field. Click the up arrow in the 'Date Of Service' field. Validate a message is displayed stating: "Future Dates Not Permitted". Click [OK]. Validate the 'Date Of Service' field contains the current date. Enter any service code in the 'Service Charge Code' field. Enter any value in the 'Service Duration' field. Select "Final" in the 'Draft/Final' field. Click [Submit Note].	Topics • Client Charge Input • myAvatar NX Only • myAvatar/myAvatar NX • NX • Progress Notes
AV-72653 Summary \| Details Advanced Client Search Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Client Lookup/Header Configuration Manager Scenario 1: 'Admission' form - Advanced Client Search Specific Setup: A client must be defined that has a 'Subscriber Policy #' on file. Steps Access the 'Client Lookup/Header Configuration Manager' form. Select "Yes" in the 'Allow stand-alone Last Name and First Name search' field. Select "Yes" in the 'Allow stand-alone Date of Birth Search' field. Select the "Alternate Lookups" section. Select "Assigned ID" in the 'First Alternative Lookup' field. Select "Yes" in the 'Is First Alternate Lookup a Stand-alone Search' field. Select "Claim Number" in the 'Second Alternate Lookup' field. Select "No" in the 'Is Second Alternate Lookup a Stand-alone Search' field. Select "Subscriber Policy #" in the 'Third Alternate Lookup' field. Select "Yes" in the 'Is Third Alternate Lookup a Stand-alone Search' field. Click [Submit]. Access the 'Admission' form. Validate the 'Advanced Client Search' dialog is displayed. Enter "T" in the 'Date Of Birth' field. Validate the [Search] button is enabled and click it. Validate there are no matches found. Click [Clear] and validate the previously populated values are removed. Enter an existing client in the 'Last Name' and First Name' fields. Validate the [Search] button is enabled and click it. Click [Clear] and validate the previously populated values are removed. Enter an existing Client ID in the 'Assigned ID' field. Validate the [Search] button is enabled and click it. Validate the existing client is displayed. Click [Clear] and validate the previously populated values are removed. Enter any value in the 'Claim Number' field. Validate the [Search] button is disabled. Click [Clear] and validate the previously populated values are removed. Enter the policy # for an existing client in the 'Subscriber Policy #' field. Validate the [Search] button is enabled and click it. Validate the existing client is displayed. Click [Clear] and validate the previously populated values are removed. Enter an existing client in the 'Last Name' and First Name' fields. Validate the [Search] button is enabled and click it. Select the existing client and existing episode and click [Edit]. Validate the 'Admission' form is populated with the existing client's data. Click [Submit].	Topics • Client Search • NX
AV-72688 Summary \| Details Forms with SciptLink Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: App Dashboard Discharge Scenario 1: Discharge - client discharge with ScriptLink enabled Specific Setup: Have two clients enrolled in existing open episodes. [ClientA] does not have an existing discharge record on file in the 'Discharge Form'. [ClientB] has an existing discharge record on file in the "Discharge" form and the field "Expected Due Date" field is populated Have the following Scriptlink scripts set in the "Discharge" form: A script set to error and return back the 'existing' value in the "Expected Due Date" field, if that existing value in the filed is changed A script set to error and blank out any entry in the "Expected Due Date" field if a entry is attempted when the field is blank A script set to error and return back the 'existing' value in the "Discharge Time" field, if that existing value in the field is changed A script set to error and uncheck the value of "Ethnic Origin" when it is selected in the "Client Declined To Provide Information " field Steps Select [ClientA] Open the "Discharge" form Click to edit the existing record filed for the client Navigate to the "Discharge Time" field Note the existing time populated in the field Change the existing value to any other valid time Validate an error message is displayed Click [OK] Validate the the original time filed in field has been restored back Click the "Demographics" section Navigate to the "Expected Due Date" field Note the existing date populated in the field Change the existing date to any other valid date Validate an error message is displayed Click [OK] Validate the the original date filed in field has been restored back Submit the form Return to the form Click to edit the existing record just submitted Validate the "Discharge Time" contains the expected value Click the "Demographics" section Validate the "Expected Due Date" field contains the expected value Close the form Select [ClientB] Open the "Discharge" form Click the "Demographics" section Validate the "Expected Due Date" field is blank Populate the field with a valid date Validate and error is displayed Click [OK] Validate the value entered in the "Expected Due Date" field has been removed and the field is blank Navigate to the "Client Declined To Provide Information " field Click the "Ethnic Origin" checkbox Validate and error is displayed Click [OK] Validate the checkmark in the "Ethnic Origin" checkbox, has been removed Submit the form Return to the form Click to edit the existing record just submitted Click the "Demographics" section Validate the "Expected Due Date" field is blank Validate the "Ethnic Origin" checkbox is blank	Topics • Modeling • myAvatar/myAvatar NX • NX
AV-72719 Summary \| Details Diagnosis - Diagnosis search in the undocked 'Diagnosis' form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Diagnosis Embedded IMO Search Dialog Diagnosis Widget HomeView - Console Widget Viewer Document Capture Dynamic Form Capture Mode Dynamic Form Select Episode HomeView - Primary All Documents Widget Scenario 1: Undocked Diagnosis form - Validate Add Multiple Search Specific Setup: Client must be enrolled in an active episode (Client A). Regstry settin: Avatar PM->Client Information->Diagnosis->->->Enable Multiple Diagnosis Search must be set to "Yes" Steps Select Client A from the 'My Clients' list and navigate to the 'Diagnosis' form. Click [Undock]. Select “Admission” in "Type of Diagnosis". Validate that "Date Of Diagnosis" is auto-filled with admission date. Set the "Time of Diagnosis" field to any time. Click [New Row]. Set "Diagnosis Search" to any diagnosis. Validate that the multiple diagnosis search screen displays as expected. Select a diagnosis from the search list. Validate that "Status" is “Active”. Validate that "Ranking" is “Primary”. Validate that "Bill Order" is “1”. Validate that “Present On Admission Indicator” is “Yes”. Select any value from the "Classification" drop down list field. Select any practitioner from the "Diagnosing Practitioner" field. Click [Submit]. Scenario 2: Validate Undocked Diagnosis Widget documents display in Console Viewer Widget Steps Internal Testing Only Scenario 3: Validate Undocked Scheduling Calendar Steps Internal Testing Only Scenario 4: Validate Document Capture Steps Internal Testing Only	Topics • Console Widget • Diagnosis • NX • Scheduling Calendar
AV-72836 Summary \| Details Order Entry Console - Validating 'New Order' field Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: OE NX - Orders This Episode - Schedule IV - New, Modify, and Discontinue Specific Setup: A client must have an active episode whose program and unit are not 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. Set the 'New Order' field "AMBIEN 10 MG TABLET ORAL". Set the 'Dose' field to "1". Select "TABLET" from the 'Dose Unit' field. Select "EVERY DAY" from the 'Freq' field. Set the 'Duration' field to "10" and click [Days]. Validate the 'Addl Instructions' field is not required. Click the [Add to Scratchpad] and [Sign]. Select the order for "AMBIEN 10 MG TABLET ORAL" from the 'Order grid'. Click [Modify]. Set the 'Dose' field to "2". Validate the 'Addl Instructions' field is not required. Click the [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog displayed. Set the 'Notes' field to any value and click [Save Override and Exit].	Topics • NX • Order Entry Console
AV-72855 Summary \| Details Change to 'Cancel Update' button in the Order Entry Console. 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 - Selecting order in Scratchpad for all sections of the Order Entry Console 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. Admission Reconciliation and Discharge Reconciliation must not have been completed. Steps Select “Client A” and access the Order Entry Console. Set the 'New Order' field to "XANAX 1 MG TABLET ORAL". Click [Add to Scratchpad]. Select the order from the 'ScratchPad'. Validate only one [Cancel Update] exists. Select the 'Home Medications' tab. Click the 'Client Reported' field. Set the 'New Order' field to "XANAX 1 MG TABLET ORAL". Click [Add to Scratchpad]. Select the order from the 'ScratchPad'. Validate only one [Cancel Update] exists. Select the 'Admission Reconciliation' tab. Set the 'New Order' field to "XANAX 1 MG TABLET ORAL". Click [Add to Scratchpad]. Select the order from the 'ScratchPad'. Validate only one [Cancel Update] exists. Select the 'Discharge Reconciliation' tab. Validate a message is displayed stating: "Medication Reconciliation is Incomplete! Not all Home Medications have been reconciled. Please continue to review each medication, assigning a new Action to every row within the Home Medication (Pre-Admit) list before proceeding. If you proceed, all your progess will be lost. Is this okay?" and click [Yes]. Set the 'New Order' field to "XANAX 1 MG TABLET ORAL". Click [Add to Scratchpad]. Select the order from the 'ScratchPad'. Validate only one [Cancel Update] exists. Select the 'Orders This Episode' tab. Validate a message is displayed stating: "Medication Reconciliation is Incomplete! Not all Inpatient Medications have been reconciled. Please continue to review each medication, assigning a new Action to every row within the Inpatient Medication list before proceeding. If you proceed, all your progess will be lost. Is this okay?" and click [Yes]. Select the order from the 'ScratchPad'. Validate only one [Cancel Update] exists.	Topics • NX • Order Entry Console
AV-72927 Summary \| Details Update Client Data - Validating copy and paste functionality in contact fields Scenario 1: Update Client Data - validating copy and paste functionality in client's contact information Specific Setup: An existing client is identified. Steps Open "Update Client Data" for the client identified in the pre-condition. Enter desired value in the "Client's Address - Street" field. Copy the content of the "Client's Address - Street" field by pressing CTRL+C and clear out the content of the field. Paste the content in the "Client's Address - Street" field by pressing CTRL+V. Verify the "Client's Address - Street" field is populated correctly. Enter desired value in the "Client's Address - Zipcode". Verify the "Client's Mailing Address - City" defaults based on the Zip code entered. Copy the content of the "Client's Address - Zipcode" field by pressing CTRL+C and clear out the value from that field. Paste the content to the "Client's Address - Zipcode" field by pressing CTRL+V. Verify the "Client's Mailing Address - City" defaults based on the Zip code entered. Verify the "Client's Mailing Address - State" defaults based on the Zip code entered. Enter "110ss" in the "Client's Address - Zipcode" field. Copy "110ss" by pressing "Ctrl+C" and clear out the value from the "Client's Address - Zipcode" field. Paste the content to the "Client's Address - Zipcode" field by pressing CTRL+V. Verify the error message: "Zip Code format must be either ##### or #####-####" and the field is cleared out. Set the "Client's Address - Zipcode" field to the valid zip code. Verify the "Client's Mailing Address - City" defaults based on the Zip code entered. Verify the "Client's Mailing Address - State" defaults based on the Zip code entered. Click [Submit]. Open "Update Client Data" for the same client. Verify the "Mailing Address" fields retain the information entered. Click [Close Form].	Topics • NX
AV-72929 Summary \| Details Coming in Today Widget - Display Cancel/No Show Disposition Icons Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Front Desk Individual Progress Note Staff Check In Notification Scenario 1: 'My Calendar' and 'Coming In Today' undocked widgets - right click form launch functionality Specific Setup: 'My Calendar' and 'Coming in Today' widgets are on the HomeView. A client must be defined (Client A). "Client A" must have an appointment scheduled for the current date in the status of 'Canceled'. The 'Disposition' 'Defined Extended Dictionary Value' must be defined in the 'Appointment Status' (data element 10005) in the 'Dictionary Update' form. A user that is associated to a staff member must be configured with an appointment scheduled with "Client A" for the current date (User A). "User A" must be configured with 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition'. Steps Navigate to the 'My Calendar' widget. Click [Undock]. Validate that the appointment for "Client A" is displayed with the appropriate disposition icon defined for a canceled appointment. Right click on the appointment. Click [Select Client]. Validate that "Client A" is in context. Click [Launch Chart]. Validate that the 'Client Dashboard' opens for "Client A". Click [Close]. Click any form that is configured for this user in 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition' (ex. 'Progress Notes (Group and Individual)'). Validate that form opens with the information from "Client A's" appointment (ex. Client ID, Episode Number, Service Code). Click [Discard]. Navigate to the 'Coming In Today' widget. Click [Undock]. Select the 'Staff Calendars' tab. Select 'Individual' from the 'Individual/Site' field. Search and select "User A". Validate that the appointment for "Client A" is displayed with the appropriate disposition icon defined for a canceled appointment. Right click on the appointment. Click [Select Client]. Validate that "Client A" is in context. Click [Launch Chart]. Validate that the 'Client Dashboard' opens for "Client A". Click [Close]. Click any form that is configured for this user in 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition' (ex. 'Progress Notes (Group and Individual)'). Validate that form opens with the information from "Client A's" appointment (ex. Client ID, Episode Number, Service Code). Click [Discard]. Navigate to the 'Coming In Today' widget. Click [Undock]. Select the 'Staff Calendars' tab. Select 'Site' from the 'Individual/Site' field. Search and select the site where the appointment for "Client A" was scheduled for with the appropriate disposition icon defined for a canceled appointment. Validate that the appointment for "Client A" is displayed. Right click on the appointment. Click [Select Client]. Validate that "Client A" is in context. Click [Launch Chart]. Validate that the 'Client Dashboard' opens for "Client A". Click [Close]. Click any form that is configured for this user in 'Select Forms' from the 'Appointment Scheduling' tab of 'User Definition' (ex. 'Progress Notes (Group and Individual)'). Validate that form opens with the information from "Client A's" appointment (ex. Client ID, Episode Number, Service Code). Click [Discard].	Topics • NX • Scheduling Calendar • Widgets
AV-73030 Summary \| Details Change to 'Addl Instructions' field when Modifying a non-pharmacy order. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Frequency Code Setup Scenario 1: OE NX - Orders This Episode - Schedule IV - New, Modify, and Discontinue Specific Setup: A client must have an active episode whose program and unit are not 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. Set the 'New Order' field "AMBIEN 10 MG TABLET ORAL". Set the 'Dose' field to "1". Select "TABLET" from the 'Dose Unit' field. Select "EVERY DAY" from the 'Freq' field. Set the 'Duration' field to "10" and click [Days]. Validate the 'Addl Instructions' field is not required. Click the [Add to Scratchpad] and [Sign]. Select the order for "AMBIEN 10 MG TABLET ORAL" from the 'Order grid'. Click [Modify]. Set the 'Dose' field to "2". Validate the 'Addl Instructions' field is not required. Click the [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog displayed. Set the 'Notes' field to any value and click [Save Override and Exit]. Scenario 2: OE NX - Orders This Episode - Creating a New order, copying, modifying, holding, resuming, and discontinuing order for an Order Code with an 'Order Type Category' of "Imaging Order" 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 Select “Client A” and access the Order Entry Console. Set the 'New Order' field to "Cat Scan". Set the 'Duration' field to "1" and click [Days]. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Select the order for "Cat Scan" from the 'Order grid' and click [Copy]. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [Yes]. Validate the 'Duration' field contains "1" and [Days] is selected. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Set the 'Notes' field to any value and click [Save Override and Exit]. Select the order for "Cat Scan" from the 'Order grid' and click [Modify]. Validate the 'Duration' field contains "1" and [Days] is selected. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Set the 'Notes' field to any value and click [Save Override and Exit]. Scenario 3: OE NX - Orders This Episode - Creating a New order, copying order, modifying order and discontinuing order for an Order Code with an 'Order Type Category' of "Dietary-Tube Feeding" 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 Select “Client A” and access the Order Entry Console. Set the 'New Order' field to "Dietary Tube Feeding". Set the 'Duration' field to "7" and click [Days]. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Select the order for "Dietary Tube Feeding" from the 'Order grid' and click [Copy]. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [Yes]. Validate the 'Duration' field contains "7" and [Days] is selected. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Set the 'Notes' field to any value and click [Save Override and Exit]. Select the order for "Dietary Tube Feeding" from the 'Order grid' and click [Modify]. Validate the 'Duration' field contains "7" and [Days] is selected. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Set the 'Notes' field to any value and click [Save Override and Exit]. Scenario 4: OE NX - Orders This Episode - Creating a New order, copying order, modifying order, and discontinuing order for an Order Code with an 'Order Type Category' of "Not Applicable" 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 Select “Client A” and access the Order Entry Console. Set the 'New Order' field to "Family Therapy". Set the 'Duration' field to "10" and click [Days]. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Select the order for "Family Therapy" from the 'Order grid' and click [Copy]. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [Yes]. Validate the 'Duration' field contains "10" and [Days] is selected. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Set the 'Notes' field to any value and click [Save Override and Exit]. Select the order for "Family Therapy" from the 'Order grid' and click [Modify]. Validate the 'Duration' field contains "10" and [Days] is selected. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Set the 'Notes' field to any value and click [Save Override and Exit]. Scenario 5: OE NX - Addl Instructions are Required in 'Frequency Code Setup' Specific Setup: A client must have an active episode whose program and unit are not 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 Access the 'Frequency Code Setup' form. Select "Edit Existing Code" from the 'Add/Edit Frequency Code' field. Select "AS NEEDED (PRN)" from the 'Existing Frequency Code' field. Select "Yes" from the 'Require Special/Additional Instructions With This Frequency Code' field. Click [Submit]. Validate a message is displayed stating: "Frequency Code Setup has completed. Do you wish to return to form?" and click [No]. Select “Client A” and access the Order Entry Console. Set the 'New Order' field to "ALPRAZOLAM 0.5 MG TABLET ORAL". Select "AS NEEDED" from the 'Freq' field. Validate the 'Addl Instructions' field is required. Set the 'Dose' field to "1". Select "TABLET" from the 'Dose Unit' field. Set the 'Duration' field to "5" and click [Days]. Click [Add to Scratchpad]. Validate the order in the 'Scratchpad' contains a 'Red Flag' indicating there is a missing required field. Select the order for "ALPRAZOLAM 0.5 MG TABLET ORAL" from the 'Scratchpad'. Validate the 'Addl Instructions' field is required and set the field to any value. Click [Update Order] and [Sign]. Validate the 'Order grid' contains an order for "ALPRAZOLAM 0.5 MG TABLET ORAL".	Topics • NX • Order Entry Console
AV-73048 Summary \| Details Ventilator Mode Selection by Order Code Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Code Setup Order Entry Console Scenario 1: Ventilator Mode Selection by Order Code Specific Setup: Client A must have an active episode. Steps Open the 'Order Code Setup' form. Select "Add New Code" in the 'Add/Edit Order Code' field. Set the 'New Order Code' field to "CPAP" and press Tab. Set the 'Order Code Description' field to "CPAP" and press Tab. Select "Ventilator" in the 'Order Type' field. Select the following values in the 'Ventilator Modes' field: "NIV ST" "NIV" "NPPV A/C" "NPPV SIMV" "NPPV CPAP PSV" "SPN-CPAP" Click [Submit]. Validate a message is displayed stating: "Order Code Setup has completed. Do you wish to return to form?" and click [Yes]. Select "Edit Existing Code" in the 'Add/Edit Order Code' field. Search for and select "CPAP" in the 'Existing Order Code' field. Validate the 'Order Type' field contains "Ventilator". Validate the 'Ventilator Modes' field has the following values checked: "NIV ST" "NIV" "NPPV A/C" "NPPV SIMV" "NPPV CPAP PSV" "SPN-CPAP" Close the form. Click the 'Orders' tab. Select "Client A" in the 'My Clients' widget. Search for and select "CPAP" in the 'New Order' field. Select "Continuous" in the 'Frequency' field. Validate the following values are displayed in the 'Vent Mode' field: "NIV ST" "NIV" "NPPV A/C" "NPPV SIMV" "NPPV CPAP PSV" "SPN-CPAP" Select "NIV" in the 'Vent Mode' field. Set the 'Duration' field to "7" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "CPAP Vent Mode: NIV Continuous order".	Topics • Modify • NX • Order Code Setup • Order Type
AV-73051 Summary \| Details OE NX - Registry Setting 'Do NOT require 'Days Supply' in the Order Entry Console' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Order Entry Console - Interactions dialog Order Entry Console - Warning Dialog - Dosage Range Orders This Episode Scenario 1: Do NOT require 'Days Supply' in the Order Entry Console - Non-External Pharmacy Mode - New Root System Code Specific Setup: A New Root System Code must be created and logged in to Registry setting Do NOT require 'Days Supply' in the Order Entry Console must be set to OTE Note: This is a Netsmart staff only Registry Setting. Please contact your Netsmart representative to have this setting configured 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 Order Entry Console for "Client A". Set the New Order field to "ADVIL 200 MG TABLET ORAL". Set the 'Dose' field to "2". Select "Tablet" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Freq:' field. Set the Duration field to "12" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the order created displays in the 'Order grid'.	Topics • NX • Order Entry Console
AV-73111 Summary \| Details Order Entry Console - adding and removing order codes from the 'My Favorites' dialog 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 - Favorites Steps Access the Order Entry Console for any client. Click [My Favorites]. Set the Order Search field to "ADVIL (IBUPROFEN) 200 MG TABLET ORAL". Click [Add to Favorites]. Select the row associated to the order code added. Click [Remove From Favorites] and [Close]. Click [My Favorites]. Click the search button. Set the 'Order Search' field to "PREDNISONE 2.5 MG TABLET ORAL". Click [Add to Favorites]. Select the row associated to the order code added. Click [Add to Scratchpad]. Select the order added to the scratchpad. Set the 'Dose' field to "2". Select "TABLET" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "12". Click [Days]. Click [Update Order] and [Sign]. Validate the 'Order grid' contains "PREDNISONE 2.5 MG ORAL TABLET2 TABLET, TWICE A DAY".	Topics • NX • Order Entry Console
AV-73113 Summary \| Details Home Medications - Final Review - eRX behavior Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Scenario 1: Change to - OE NX - Home Medications - Final Review dialog - ensure "eRX" is enabled Steps Access the Order Entry Console for any client. Click the 'Home Medications' tab. Set the 'New Order' field to "RisperDAL 1 MG ORAL Tablet". Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Frequency' field. Set the 'Days Supply' field to "12". Validate the 'Dispense Qty' field is set to "24". Select "Tablet" from the 'Dispense Qty Unit' field. Validate the 'Directions' field is equal to "Take one (1) tablet by mouth twice a day". Click [Add to Scratchpad] and [Final Review]. Select 'eRX' from the 'Output' field. Click [Change]. Select "All" from the 'Search Within' field. Click [Search]. Select any pharmacy that allows 'eRX'. Click [Select & Make Preferred]. Select 'eRX' from the 'Output' field. Click [Sign]. Validate the 'Order grid' contains "RisperDAL 1 MG ORAL Tablet Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 24 Tablet)".	Topics • NX • Order Entry Console
AV-73115 Summary \| Details Update font in 'Lab Results'. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Orders This Episode Results Entry Scenario 1: OE NX - Create Lab order, enter results, and view in Lab Results 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 Select “Client A” and access the Order Entry Console. Set the 'New Order' field to "CBC Panel". Set the 'Specimen Site' field to "arm". Click [Add to Scratchpad] and [Sign]. Access the 'Results Entry' form. Select "Add" in the 'Add/Edit/Delete Result' field. Click [Select Order]. Validate the 'Order Entry Client Profile Order List/Selection' dialog is displayed and the first row contains the order for "CBC Panel" for the current date. Select the "CBC Panel" order and click [OK]. Set the 'Filler Order#' field to "12345". Set the 'Universal Service ID Code' field to "Complete Blood Count". Set the 'Result Status Code' field to "Final results; results stored and verified. Can only be changed with a corrected result. (F)". Set the 'Specimen Collected Date' field to the current date. Set the 'Specimen Received Date' field to the current date. Click [File Header Info]. Validate a message is displayed stating: "Confirm Header information filed." and click [OK]. Select the 'Result Details' tab. Select "Add" in the 'Add/Edit/Delete Result Detail' field. Validate the 'Header' field contains the filed Header info. Validate the 'Order' field contains "CBC Panel". Click [Select Header]. Validate the 'Select Result' dialog is displayed and contains an order for "CBC Panel" for the current date. Select the "CBC Panel" order and click [OK]. Set the 'Observation ID Code' field to "CBC Panel (1 Draw ONE TIME ONLY)". Set the 'Observation Abnormal Code' field to "Normal (applies to non-numeric results) (N)". Set the 'Observation Result Status Code' field to "Final result - can only be changed with a corrected result (F)". Click [File Detail Info]. Validate a message is displayed stating: "Confirm Detail information filed." and click [OK]. Click [Discard]. Select the 'Orders' tab. Click [View Lab Results]. Validate the 'Lab Results' dialog is displayed and contains the 'Header' and 'Result Details' information for the "CBC Panel" order. Validate all fonts are consistent throughout the 'Lab Results' dialog. Click [Close].	Topics • myAvatar NX Only • NX
AV-73153 Summary \| Details Delete Claim - Deleting a claim in the 'Delete Claim' form. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Delete Claim Dynamic Form - Delete Claim Dynamic Form - Delete Claim - Warning Scenario 1: Delete Claim: Validate Deleting a Claim Specific Setup: Test client must have services on file that are assigned to a guarantor that are not the default guarantor of 99999. More than one service for the test client designated "Client A" must be closed, billed and claimed via Electronic Billing. Note the time that the Claims were created in Electronic Billing. Steps Access the 'Delete Claim' form. Select any date from the Date Of Claim' field (ex. today's date). Select 'Interim Batch' from the 'Delete Claim By' field. Select any value from the 'Interim Batch Number/837 File' field. Select 'None' from the 'Default All Or None' field. Click [Select Claim To Delete]. Select any value from the 'Delete Claim' field. Click [OK]. Click [Submit] Validate that a 'Delete Claim' message is displayed stating "Are you sure you want to delete the selected claim?" Click [Yes]. Validate that a 'Form Return' message is displayed stating "Delete Claim has completed. Do you wish to return to form?" Click [Yes]. Click [Select Claim To Delete]. Validate that the claim previously deleted does not appear in the list of claims to delete. Click [Cancel] and [Discard]. Validate that a 'Confirm Close' message is displayed stating: "Are you sure you want to Close without saving?" Click [Yes].	Topics • Delete Claim • NX
AV-73237 Summary \| Details Console Widgets Scenario 1: Validate column and data display in console widgets Specific Setup: Have a console widget created with 4 or more columns. For example 'Treatment Plan' widget. Have the widget placed on a user's home view. Have a client with data filed in 2 or more rows in form 'Treatment Plan'. Steps Select the client. Navigate to the 'Treatment Plan' widget. Click the 'Refresh' button. Validate the data displayed in each column is as expected. Validate there is no overlap of data from one column to the other. Click the 'Undock' icon in the widget. Validate the data displayed in each column is as expected. Validate there is no overlap of data from one column to the other.	Topics • Console Widget • NX • Widgets
AV-73244 Summary \| Details OE NX - Order Code Search - Sorting 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 - Search Result - Sorting Specific Setup: Registry setting 'Order Code Search Handling Of Non-Formulary Items' set to "2" Steps Access the 'Order Entry Console' for any client in an inpatient episode. Set the 'New Order' field to "Advil" Validate the order codes display where order groups come first then pharmacy type order codes then non-formulary order codes Click the 'Order Type' cell Click the 'Order Type' cell Validate the order codes display where pharmacy type order codes come first then order groups then non-formulary order codes Click the 'Refresh Orders' button Set the 'New Order' field to "rb" Validate the order codes display where order groups display first then all order codes in alphabetical order then non-formulary order codes Click the 'Order Type' cell Validate the order codes display with lab type order codes first then pharmacy types then non-formulary order codes Click the 'Order Type' cell Validate the order codes display with pharmacy type order codes first then lab types then non-formulary order codes	Topics • NX
AV-73286 Summary \| Details Home Medications - Creating orders with "All Episodes" selected 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 - All Episodes Steps Access the 'Order Entry Console' for any client. Click the 'Home Medications' tab. Click [Change] for the 'Preferred Pharmacy' field. Click [Cancel]. Select "All Episodes" from the 'Episode' field. Set the 'New Order' field to "Advil 200 MG, Tablet, Oral". Set the 'Dose' field to "1". Set the 'Dose Unit' field to "Tablet". Set the 'Frequency' field to "3 TIMES A DAY". Set the 'Days Supply' field to "15". Set the 'Start Date' field to "t+18" and press the 'Tab' key. Validate the 'Start Date' field equals a date that corresponds to 18 days after the current date. Set the 'Stop Date' field to any date using the following format "06222021" and press the 'Tab' key Validate the 'Stop Date' field updates to display the date using the following format "06/22/2021". Click [Add to Scratchpad], [Final Review], and [Sign]. Validate the 'Order grid' contains the order created.	Topics • NX • Order Entry Console
AV-73387 Summary \| Details Order Entry Console - Home Medications - defaulting of 'Dispense Qty' and 'Directions' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Scenario 1: Change to - OE NX - Home Medications - Final Review dialog - ensure "eRX" is enabled Steps Access the Order Entry Console for any client. Click the 'Home Medications' tab. Set the 'New Order' field to "RisperDAL 1 MG ORAL Tablet". Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Frequency' field. Set the 'Days Supply' field to "12". Validate the 'Dispense Qty' field is set to "24". Select "Tablet" from the 'Dispense Qty Unit' field. Validate the 'Directions' field is equal to "Take one (1) tablet by mouth twice a day". Click [Add to Scratchpad] and [Final Review]. Select 'eRX' from the 'Output' field. Click [Change]. Select "All" from the 'Search Within' field. Click [Search]. Select any pharmacy that allows 'eRX'. Click [Select & Make Preferred]. Select 'eRX' from the 'Output' field. Click [Sign]. Validate the 'Order grid' contains "RisperDAL 1 MG ORAL Tablet Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 24 Tablet)".	Topics • NX • Order Entry Console
AV-73388 Summary \| Details Home Medications - 'New Order' field behavior 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 - All Episodes Steps Access the 'Order Entry Console' for any client. Click the 'Home Medications' tab. Click [Change] for the 'Preferred Pharmacy' field. Click [Cancel]. Select "All Episodes" from the 'Episode' field. Set the 'New Order' field to "Advil 200 MG, Tablet, Oral". Set the 'Dose' field to "1". Set the 'Dose Unit' field to "Tablet". Set the 'Frequency' field to "3 TIMES A DAY". Set the 'Days Supply' field to "15". Set the 'Start Date' field to "t+18" and press the 'Tab' key. Validate the 'Start Date' field equals a date that corresponds to 18 days after the current date. Set the 'Stop Date' field to any date using the following format "06222021" and press the 'Tab' key Validate the 'Stop Date' field updates to display the date using the following format "06/22/2021". Click [Add to Scratchpad], [Final Review], and [Sign]. Validate the 'Order grid' contains the order created.	Topics • NX • Order Entry Console