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Avatar NX User Interface Update 2021.06.00 Acceptance Tests

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Home Medications - 'No Known Home Medications' checkbox
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 - 'No Known Home Medications'
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • A client must be admitted into an active outpatient episode (Client A)
  • A client must be admitted into an active inpatient episode (Client B)
Steps
  1. Access the Order Entry Console for "Client A".
  2. Click the 'No Known Medications' checkbox.
  3. Validate the 'New Order' field is disabled.
  4. Access the Order Entry Console for "Client B".
  5. Click the 'Home Medications' tab.
  6. Set the 'New Order' field to "Advil 200 MG Tablet Oral".
  7. Set the 'Dose' field to "2".
  8. Select "3 TIMES A DAY" from the 'Frequency' field.
  9. Click [Save].
  10. Validate the "Advil 200 MG Tablet Oral" displays in the 'Order Grid'.
  11. Validate the 'No Known Medications' checkbox is disabled.
  12. Select the order created from the 'Order Grid' and click [Edit]
  13. Set the 'Start Date' field to a date 5 days in the past.
  14. Set the 'Stop Date' field to yesterday's date.
  15. Click [Save].
  16. Validate there are no orders in the 'Order Grid'.
  17. Click [Refresh Order].
  18. Click the 'No Known Medications' checkbox.
  19. Validate the 'New Order' field is disabled.
  20. Click the 'Admission Reconciliation' tab.
  21. Validate the 'No Known Medications' is checked and disabled.
Topics
• NX • Order Entry Console
Document Capture
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Netsmart Avatar NX
  • perceptive
Scenario 1: Document Capture Avatar NX: Validation of Import/Save/Retrieve/View
Specific Setup:
  • Perceptive must be enabled.
  • A client must be enrolled in an existing episode (Client A).
  • Must have one or more documents for import.
Steps
  1. Select "Client A" and click [Open Dashboard].
  2. Click [Document Capture] and [Import].
  3. Select the desired value in the 'Episode Number' field and click [OK].
  4. Select the desired value in the 'DOCUMENT TYPE' field.
  5. Enter the desired value in the 'DOCUMENT DESCRIPTION' field.
  6. Click [Capture] and [Browse].
  7. Navigate to the desired document.
  8. Click [Done] and [Save].
  9. Validate a message is displayed stating: "Save was successful."
  10. Validate a message is displayed stating: "Document Added to Avatar!"
  11. Click [Close Document Capture] and [Close] to exit the client dashboard.
  12. Select "Client A" and access the 'All Documents Widget'.
  13. Select the link for the document imported in the previous steps.
  14. Validate the document is displayed in the 'Console Widget Viewer'.
  15. Click [Close All].
  16. Select "Client A" and click [Document Capture] in the 'Control Panel'.
  17. Click [Import].
  18. Select the desired value in the 'Episode Number' field and click [OK].
  19. Select the desired value in the 'DOCUMENT TYPE' field.
  20. Enter the desired value in the 'DOCUMENT DESCRIPTION' field.
  21. Click [Capture] and [Browse].
  22. Navigate to the desired document.
  23. Click [Done] and [Save].
  24. Validate a message is displayed stating: "Save was successful."
  25. Validate a message is displayed stating: "Document Added to Avatar!"
  26. Click [Close Document Capture] and [Close] to exit the client dashboard.
  27. Select "Client A" and access the 'All Documents Widget'.
  28. Select the link for the second document imported in the previous steps.
  29. Validate the document is displayed in the 'Console Widget Viewer'.
  30. Click [Close All].
Topics
• NX
Free Text 'Client Reported' medications
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Current Medication Profile
  • Home Medications
  • Medication History
  • Non-OrderConnect Rx
  • OrderConnect
Scenario 1: OE NX - Home Medications - Free Text Client Reported orders
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' check box.
  4. Check the 'Free Text Medication' check box.
  5. Validate the 'Client Reported' check box becomes checked.
  6. Set the 'Medication Name' field to any value. (TYLENOL WITH CODEINE 3)
  7. Set the 'Dose' field to "1".
  8. Select "Capsule" in the 'Dose Unit' field.
  9. Select any value in the "Frequency" field. (Every 6 Hours)
  10. Select "Oral" in the 'Route' field.
  11. Select "Capsule, Delayed Release" in the 'Drug Form' field.
  12. Select any value in the 'Reason' field. (As per Doctor's request)
  13. Set the 'Reason Text' field to any value. (This is the reason text)
  14. Validate the 'Start Date' field contains the current date.
  15. Validate the 'Directions' field contains "Take one (1) capsule as directed every 6 hours".
  16. Click [Save].
  17. Validate the 'Order grid' contains an order for "TYLENOL WITH CODEINE 3 Oral, Capsule, Delayed Release Take one (1) capsule as directed every 6 hours Reason: As per Doctor's request - This is the reason text"
  18. Access the 'Launch OrderConnect' form.
  19. Click [Launch InfoScriber Prescriptions].
  20. Verify that 'Client Member Profile' is displayed and contains an order for "TYLENOL WITH CODEINE 3".
  21. Select the 'RxHx' tab.
  22. Validate that 'Medication History' is displayed and contains and order for "TYLENOL WITH CODEINE 3" with a 'Status' of "Active NonISC" and a 'Start Date' of the current date.
  23. Select the 'Non-ISC Rx' tab.
  24. Validate that 'Non-OrderConnect Rx' is displayed and contains an order for "TYLENOL WITH CODEINE 3" with a 'Start Date' of the current date and 'Reported By' contains "Patient Reported".
  25. Click [Close Chart] and close the form.
  26. Validate that "Client A" is selected and access the Order Entry Console.
  27. Click the 'Home Medications' tab.
  28. Select the "TYLENOL WITH CODEINE 3" order and click [Compliance].
  29. Select any value in the 'Compliance' field and click [Save].
  30. Validate the 'Order grid' contains the current date and the value selected in the 'Compliance' field is displayed in the 'Last Compliance' column.
  31. Click [View] in the 'Last Compliance' column.
  32. Validate that the value selected in the 'Compliance' field, the 'Username' of the person that entered the information and the date and time it was entered is displayed.
  33. Click [Close].
  34. Select the order and click [Edit].
  35. Add "extended release" to the end of the 'Medication Name' so that it is now "TYLENOL WITH CODEINE 3 extended release".
  36. Set the 'Dose' field to "2".
  37. Select "Tablet" in the 'Dose Unit' field.
  38. Select "TWICE A DAY" in the 'Frequency' field.
  39. Select "Route Not Applicable" in the 'Route' field.
  40. Select "Tablet Disintegration, Delayed Release" in the 'Drug Form' field.
  41. Select a different value in the 'Reason' field. (For pain or fever)
  42. Add "for pain or fever" to the end of the value in 'Reason Text' so it contains "This is the reason text for pain or fever".
  43. Set the 'Start Date' field to a date that is 4 days in the past.
  44. Click [Save]
  45. Validate the 'Order grid' contains the order for "TYLENOL WITH CODEINE 3 extended release Route Not Applicable, Tablet Disintegrating, Delayed Release Take two (2) tablets by mouth twice a day Reason: For pain or fever - This is the reason text for pain or fever"
  46. Access the 'Launch OrderConnect' form.
  47. Click [Launch InfoScriber Prescriptions].
  48. Verify that 'Client Member Profile' is displayed and contains an order for "TYLENOL WITH CODEINE 3 extended release".
  49. Select the 'RxHx' tab.
  50. Validate that 'Medication History' is displayed and contains and order for "TYLENOL WITH CODEINE 3 extended release" with a 'Status' of "Active NonISC" and a 'Start Date' of the current date.
  51. Select the 'Non-ISC Rx' tab.
  52. Validate that 'Non-OrderConnect Rx' is displayed and contains an order for "TYLENOL WITH CODEINE 3 extended release" with a 'Start Date' that is 4 days in the past and 'Reported By' contains "Patient Reported".
  53. Click [Close Chart] and close the form.
  54. Validate that "Client A" is selected and access the Order Entry Console.
  55. Click the 'Home Medications' tab.
  56. Select the "TYLENOL WITH CODEINE 3 extended release" order and click [Void].
  57. Select "Other" in the 'Void Reason' field.
  58. Set the 'Void Reason Text' field to any value. (This medication was entered completely wrong)
  59. Click [Confirm Void].
  60. Validate the 'Order grid' does not contain the order for "TYLENOL WITH CODEINE 3 extended release".
  61. Select "Voided Client Reported" in the 'Status' field.
  62. Validate the 'Order grid' contains an order for "TYLENOL WITH CODEINE 3 extended release Route Not Applicable, Tablet Disintegrating, Delayed Release Take two (2) tablets by mouth twice a day Reason: For pain or fever - This is the reason text for pain or fever Void Reason: Other - This medication was entered completely wrong" with an 'Order Status' of "Voided Client Reported".
  63. Select "Active" in the 'Status' field.
  64. Access the 'Launch OrderConnect' form.
  65. Click [Launch InfoScriber Prescriptions].
  66. Verify that 'Client Member Profile' is displayed and does not contain an order for "TYLENOL WITH CODEINE 3 extended release".
  67. Select the 'RxHx' tab.
  68. Validate that 'Medication History' is displayed and contains and order for "TYLENOL WITH CODEINE 3 extended release" with a 'Status' of "Cancel NonISC" and a 'Start Date' that is 4 days in the past.
  69. Select the 'Non-ISC Rx' tab.
  70. Validate that 'Non-OrderConnect Rx' is displayed and contains an order for "TYLENOL WITH CODEINE 3 extended release" with a 'Start Date' that is 4 days in the past and 'Reported By' contains "Patient Reported".
  71. Click [Close Chart] and close the form.
  72. Validate that "Client A" is selected and access the Order Entry Console.
  73. Click the 'Home Medications' tab.
  74. Uncheck the 'Client Reported' check box.
  75. Check the 'Free Text Medication' check box.
  76. Validate the 'Client Reported' check box becomes checked.
  77. Set the 'Medication Name' field to any value. (ADVIL EXTENDED RELEASE)
  78. Set the 'Dose' field to "1".
  79. Select "Capsule" in the 'Dose Unit' field.
  80. Select any value in the "Frequency" field. (As Needed)
  81. Select "Oral" in the 'Route' field.
  82. Select "Capsule, Delayed Release" in the 'Drug Form' field.
  83. Select any value in the 'Reason' field. (As per Doctor's request)
  84. Set the 'Reason Text' field to any value. (This is the reason text)
  85. Validate the 'Start Date' field contains the current date.
  86. Validate the 'Directions' field contains "Take one (1) capsule as directed as needed".
  87. Click [Save].
  88. Validate the 'Order grid' contains an order for "ADVIL EXTENDED RELEASE Oral, Capsule, Extended Release Take one (1) capsule as directed as needed"
  89. Select the "ADVIL EXTENDED RELEASE" order and click [Edit].
  90. Set the 'Stop Date' to the current date and click [Save].
  91. Validate the 'Order grid' does not contain the order for "ADVIL EXTENDED RELEASE".
  92. Select "All" in the 'Status' field.
  93. Validate the 'Order grid' contains an order for "ADVIL EXTENDED RELEASE" with an 'Order Status' of "Discontinued Client Reported".
  94. Select "Active" in the 'Status' field.
  95. Access the 'Launch OrderConnect' form.
  96. Click [Launch InfoScriber Prescriptions].
  97. Verify that 'Client Member Profile' is displayed and does not contain an order for "ADVIL EXTENDED RELEASE".
  98. Select the 'RxHx' tab.
  99. Validate that 'Medication History' is displayed and contains and order for "ADVIL EXTENDED RELEASE" with a 'Status' of "Discontinue NonISC" and a 'Start Date' and 'End Date' that is equal to the current date.
  100. Select the 'Non-ISC Rx' tab.
  101. Validate that 'Non-OrderConnect Rx' is displayed and contains an order for "ADVIL EXTENDED RELEASE" with a 'Start Date' and 'End Date' of the current date and 'Reported By' contains "Patient Reported".
  102. Click [Close Chart] and close the form.
  103. Validate that "Client A" is selected and access the Order Entry Console.
  104. Select "All" in the 'Status' field.
  105. Select the "ADVIL EXTENDED RELEASE" order and click [Edit].
  106. Remove the value in the 'Stop Date' field and click [Save].
  107. Select "All" in the 'Status' field.
  108. Validate the 'Order grid' does contains the order for "ADVIL EXTENDED RELEASE".
  109. Access the 'Launch OrderConnect' form.
  110. Click [Launch InfoScriber Prescriptions].
  111. Verify that 'Client Member Profile' is displayed and contains an order for "ADVIL EXTENDED RELEASE".
  112. Select the 'RxHx' tab.
  113. Validate that 'Medication History' is displayed and contains and order for "ADVIL EXTENDED RELEASE" with a 'Status' of "Active NonISC", a 'Start Date' of the current date and no 'End Date'.
  114. Select the 'Non-ISC Rx' tab.
  115. Validate that 'Non-OrderConnect Rx' is displayed and contains an order for "ADVIL EXTENDED RELEASE" with a 'Start Date' of the current date, no 'End Date' and 'Reported By' contains "Patient Reported".
  116. Click [Close Chart] and close the form.
Topics
• Order Entry Console
'Duration' added to the 'Order Group' dialog
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Order Group Setup
  • Order Entry Console - Multiple Reasons Checklist
  • Order Entry Console - Order Group dialog
  • Order Group Setup
  • Orders This Episode
Scenario 1: OE NX - Creating orders from an 'Order Group' with no default duration
Specific Setup:
  • Avatar OE 2021 Update 28 and myAvatar NX Release 2021.06.00 are required to make use of 'Duration (Doses)' in the Order Entry Console via 'Order Groups'.
  • A client must have an active episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Set the 'New Order' field to "Order Group A".
  3. Check the 1st checkbox for the pharmacy-type order code listed in the 'Order Group' dialog.
  4. Validate the 'Duration' field does not contain a value.
  5. Set the 'Dose' field to "1".
  6. Select "Tablet" in the 'Dose Unit' field.
  7. Select "3 TIMES A DAY" in the 'Frequency' field.
  8. Set the 'Duration' field to "33" and click [Doses].
  9. Check the 2nd checkbox for the imaging-type order code listed in the 'Order Group' dialog.
  10. Validate the 'Duration' field does not contain a value.
  11. Set the 'Duration' field to "2" and click [Days].
  12. Click [Add to Scratchpad].
  13. Validate that both orders in the 'Scratchpad' contain a red flag in the 'Action' column.
  14. Select the "Imaging" order in the 'Scratchpad'.
  15. Validate the 'Duration' field contains "2" and that [Days] is selected.
  16. Fill out all required fields and click [Update Order].
  17. Select the "pharmacy-type" order in the 'Scratchpad".
  18. Validate the 'Duration' field contains "33" and that [Doses] is selected.
  19. Fill out all required fields and click [Update Order].
  20. Click [Sign].
  21. Validate the 'Order grid' contains the "Imaging" order and the "pharmacy-type" order with "(Starting Doses: 33)" included in 'Order Details'.
Scenario 2: OE NX - Creating orders via an Order Group with default durations
Specific Setup:
  • Avatar OE 2021 Update 28 and myAvatar NX Release 2021.06.00 are required to make use of 'Duration (Doses)' in the Order Entry Console via 'Order Groups'.
  • An imaging-type order code must exist. (CAT SCAN)
  • A client must have an active episode. (Client A).
Steps
  1. Access the 'Order Group Setup' form.
  2. Create a new order group named "Order Group A".
  3. Click the 'Order Group Components' tab.
  4. Click [Add New Item].
  5. Select "Pharmacy" from the 'Order Type' field.
  6. Set the 'Order Code' field to "ALPRAZOLAM 0.25 MG TABLET, DISINTEGRATING ORAL (Schedule IV)".
  7. Select "PRN" in the 'Routine or PRN(As Needed)' field.
  8. Set the 'Duration (Doses)' field to "5".
  9. Validate the 'Duration (Days)', 'Duration (Hours)', and 'Duration (Minutes)' fields are disabled.
  10. Click [Add New Item].
  11. Select "Pharmacy" from the 'Order Type' field.
  12. Set the 'Order Code' field to "ALEVE 220 MG CAPSULE ORAL".
  13. Select "PRN" in the 'Routine or PRN(As Needed)' field.
  14. Set the 'Duration (Days)' field to "13".
  15. Validate the 'Duration (Doses)' field is disabled.
  16. Click [Add New Item].
  17. Select "Imaging" from the 'Order Type' field.
  18. Set the 'Order Code' field to "CAT SCAN (CS)".
  19. Select "Routine" in the 'Routine or PRN(As Needed)' field.
  20. Click [Submit].
  21. Select "Client A" and access the Order Entry Console.
  22. Search for and select 'Order Group A" in the 'New Order' field.
  23. Validate the 'Order Group' dialog is displayed.
  24. Check the 1st checkbox for the pharmacy-type order code listed in the 'Order Group' dialog.
  25. Validate the 'Duration' field contains "5".
  26. Validate [Doses] is selected.
  27. Set the 'Dose' field to ".5".
  28. Select "MG" in the 'Dose Unit' field.
  29. Select "DAILY" in the 'Frequency' field.
  30. Check the 2nd checkbox for the pharmacy-type order code listed in the 'Order Group' dialog.
  31. Validate the 'Duration' field contains "13".
  32. Validate [Days] is selected.
  33. Set the 'Dose' field to "2".
  34. Select "TABLET" in the 'Dose Unit' field.
  35. Select "DAILY" in the 'Frequency' field.
  36. Check the 3rd checkbox for the imaging-type order code listed in the 'Order Group' dialog.
  37. Validate the 'Duration' field contains no values.
  38. Uncheck the 3rd checkbox for the image-type order code listed in the 'Order Group' dialog.
  39. Click [Add to Scratchpad].
  40. Validate the 1st "pharmacy-type" order in the 'Scratchpad' contain a red flag in the 'Action' column.
  41. Select the "pharmacy-type" order in the 'Scratchpad'.
  42. Validate the 'Duration' field contains "5".
  43. Validate [Doses] is selected.
  44. Select any value in the 'Reason' field.
  45. Click [Update Order] and [Sign].
  46. Validate the 'Order Grid' contains both of the "pharmacy-type" orders, with "(Starting Doses: 5)" included in 'Order Details' for the 1st "pharmacy-type" order.
Topics
• NX • Order Entry Console
Quick Pick items for 'Addl Instructions' is added to the 'Order Group' dialog
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: NX - Order Group Pop-up Addl Instructions for Quick Pick Items
Specific Setup:
  • A client must have an active episode (Client A).
  • An order group must exist that contains at least two orders. (Order Group A).
Steps
  1. Select "Client A" and access the Orders Entry Console.
  2. Set the 'New Order' field to "Prednisone Order Group".
  3. Validate the 'Order Group' dialog displays.
  4. Check the 1st 'Prednisone' checkbox.
  5. Set the 'Dose' field to "1".
  6. Select "Application" in the 'Dose Unit' field.
  7. Select "Do not take with orange juice" from the 'Instructions' field.
  8. Validate the 'Addl Instructions' field for the 1st 'Prednisone' order contains "Do not take with orange juice".
  9. Select "3 TIMES A DAY" from the 'Frequency' field.
  10. Check the 2nd 'Prednisone' checkbox.
  11. Set the 'Dose' field to "1".
  12. Select "Capsule" from the 'Dose Unit' field.
  13. Select "Take with a glass of water" from the 'Instructions' field.
  14. Add "Test***" to the end of the value in the 'Addl Instructions' field.
  15. Validate the 2nd 'Addl Instructions' field contains "Take with a glass of water. Test***"
  16. Click [Add to Scratchpad].
  17. Click the 2nd 'Prednisone' in the 'Scratchpad'.
  18. Validate two orders for "Prednisone" are displayed in the 'Scratchpad'.
  19. Click the 1st "Prednisone" order in the 'Scratchpad'.
  20. Validate the 'Addl Instructions' field contains "Do not take with orange juice".
  21. Set the 'Dispense Qty Unit' field to "1".
  22. Click [Update Order].
  23. Click the 2nd "Prednisone" order in the 'Scratchpad'.
  24. Select "Capsule" from the 'Dispense Qty Unit' field.
  25. Validate the 'Addl Instructions' field contains "Take with a glass of water. Test***".
  26. Click [Update Order].
  27. Click [Final Review].
  28. Validate the 'Interactions' dialog is displayed.
  29. Override all interactions and click [Save Override and Exit].
  30. Validate the 'Final Review' dialog is displayed and click [Sign].
  31. Validate the 'Order grid' contains two orders for "Prednisone" where one has 'Addl Instructions' of "Take with a glass of water. Test***" and the other has 'Addl Instructions' of "Do not take with orange juice".
Topics
• NX • Order Entry Console
Discharge Med Reconciliation - Match same medications
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Discharge Med Reconciliation - Med Matching
Specific Setup:
  • A client must have an active inpatient episode (Client A)
  • Client A must have 3 orders on the Orders This Episode tab with a unique CGID for each
  • Client A must have 3 orders on the Home Medications tab that have the same CGID as the orders created on the Orders This Episode tab.
Steps
  1. Access the Order Entry Console for "Client A".
  2. Click the 'Discharge Med Reconciliation' tab.
  3. Validate the orders display correctly in the 'Inpatient Medications' order grid and the 'Home Medications Scratchpad (Post discharge)'.
  4. Validate there are alphabetical indicators for each matching row.

Note: If there are more than 26 matching rows the next indicators will be "AA", "BB", "CC", etc.
Topics
• NX • Order Entry Console
'Scheduling Calendar' and 'Clinical Document Viewer'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
Scenario 1: Clinical Document Viewer - View documents for an individual client
Specific Setup:
  • A client has one or more documents on file (Client A).
Steps
  1. Access the 'Clinical Document Viewer' form.
  2. Select "Individual" in the 'Select All or Individual Client' field.
  3. Enter "Client A" in the 'Select Client' field.
  4. Select "All" in the 'Episode' field.
  5. Click [Process].
  6. Select the desired document in the 'Search Results' field.
  7. Click to view the document.
  8. Validate document data is displayed.
  9. Click [Close All Documents].
  10. Navigate back to the "Search" section.
  11. Leave the 'Clinical Document Viewer' open and idle for 10 minutes.
  12. After 10 minutes, validate there is no timeout error.
  13. Click [Close].
Scenario 2: Validate Undocked Scheduling Calendar
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A staff member must have hours defined for scheduling.
Steps
  1. Click [Launch Scheduling Calendar] in the 'Control Panel'.
  2. Validate the undocked 'Scheduling Calendar' is displayed in a new browser window.
  3. Right click on any available time slot.
  4. Click [Add Appointment].
  5. Enter any value in the 'Service Code' form.
  6. Enter any client in the 'Client' field.
  7. Select any episode in the 'Episode Number' field.
  8. Select any program in the 'Program' field.
  9. Click [Submit].
  10. Validate the 'Appointment Grid' contains the appointment created in the previous steps.
  11. Right click on the appointment and click [Check In].
  12. Click [Submit] to check in the appointment.
  13. Validate the 'Appointment Grid' contains the checked in appointment.
  14. Right click on the appointment and click [Check Out].
  15. Validate the 'Appointment Grid' contains the checked out appointment.
  16. Leave the undocked 'Scheduling Calendar' window open and idle 10 minutes.
  17. After 10 minutes, validate no timeout error is displayed.
  18. Click [Dismiss].
Topics
• Bed Management • NX • Scheduling Calendar
To Do List - Sort by
Scenario 1: To Do Widget - Validate "Sort By" functionality
Specific Setup:
  • Have two users who are staff members. [StaffA] and [StaffB]
  • Have access to a form that is enabled for document routing, in this example form "Progress Notes (Group and Individual)" will be used
  • A client must be enrolled in an existing episode
  • Log in as [StaffA]
Steps
  1. Select any client and access any 'Progress Note' form.
  2. Select any value from the ' Select Episode' field.
  3. Select any value from the 'Progress Note For' field.
  4. Select any value from the 'Note Type' field.
  5. Enter any value in the 'Notes Field'.
  6. Select 'Final' from the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Click [Sign and Route].
  9. Enter the logged in users password in the 'Verify Password' field.
  10. Click [Verify].
  11. Select [StaffA] in the 'Supervisor' field.
  12. Click [Add].
  13. Select [StaffB] in the 'Search Here' input box
  14. Click [Add].
  15. Click [Submit Note]
  16. Validate that a 'Note Filed' dialog is displayed.
  17. Click [OK] and [Discard].
  18. Access the 'My To Do' widget.
  19. Click the "Sort By" field drop down list
  20. Select 'Days In Queue'
  21. Locate the 'To Do' that was sent in step 1
  22. Validate that the 'To Do' display's the name and PAT ID of the client.
  23. Click [Review]
  24. Click [Cancel]
  25. Validate the sort by type is still set to 'Item Type'
  26. Click the "Sort By" field drop down list
  27. Select 'Item Type'
  28. Repeat steps 2c thru 2f
  29. Validate the sort by type is still set to 'Item Type'
  30. Click the "Sort By" field drop down list
  31. Select 'Client'
  32. Repeat steps 2c thru 2f
  33. Validate the sort by type is still set to Client'
  34. In the upper left corner of the widget next to the logged in users name, click "Change"
  35. Search and select [StaffB]
  36. Select 'Days In Queue'
  37. Locate the 'To Do' that was sent in step 1
  38. Validate that the 'To Do' display's the name and PAT ID of the client.
  39. Click [Review]
  40. Click [Cancel]
  41. Validate the sort by type is still set to 'Item Type'
  42. Click the "Sort By" field drop down list
  43. Select 'Item Type'
  44. Repeat steps 2c thru 2f
  45. Validate the sort by type is still set to 'Item Type'
  46. Click the "Sort By" field drop down list
  47. Select 'Client'
  48. Repeat steps 2c thru 2f
  49. Validate the sort by type is still set to Client'
Topics
• NX • Widgets
'Review To Do Item' and Form Specific To Do's - Keep the client or staff in context
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Progress Notes
  • Individual Progress Note
  • My To Do's
  • Review To Do Item
  • Staff Assessment
Scenario 1: Client / Staff To Do's - Keeping the client and staff in context when opening the To Do.
Specific Setup:
  • Two clients must be admitted to an active episode with a draft form filed.
  • A staff based form must exist in the system (ex. Staff Assessment).
Steps
  1. Navigate to the 'My To Do's' widget.
  2. Select the To Do for "Client A"
  3. Click [Review To Do Item].
  4. Validate that the 'To Do Information' field contains the data for "Client A".
  5. Check the 'Reviewed - Set To Do Item' field.
  6. Click [Submit].
  7. Navigate to the 'My To Do's' widget.
  8. Select the To Do for "Client A".
  9. Click [Form To Do (ex. Progress Note)].
  10. Validate that the draft form opens with the client in context and the data is populated as expected.
  11. Complete the required fields.
  12. Select any value from the 'Draft/Final' field.
  13. Click [Submit Note].
  14. Navigate to the 'My To Do's' widget.
  15. Click the [Staff Form To Do].
  16. Validate that the draft form opens for the selected staff member and the data is populated as expected.
  17. Click [Submit].
  18. Click [Close To Do's].
Topics
• NX • To-Do's
Appointments - 'Coming in Today' & 'My Calendar' widgets
Scenario 1: NX - Client Appointments not displaying correctly
Specific Setup:
  • Tester has access to 'Scheduling Calendar'.
  • Tester can create appointments for more than one user, User 1 and User 2.
  • Tester can view appointments for User 1 and User 2 in widgets.
  • Tester has access to the 'COMING IN TODAY' widget.
  • Tester has access to the 'MY CALENDAR' widget.
  • Tester has access to ‘Scheduling Calendar’.
  • Two or more client appointments exist for the current date, for User 1.
Steps
  1. Validate that the appointments can be viewed in the 'COMING IN TODAY' widget.
  2. Validate that the appointments can be viewed in the 'MY CALENDAR' widget.
  3. Open the 'Scheduling Calendar'.
  4. Edit an appointment, saving the changes
  5. Click [Dismiss].
  6. Refresh the 'COMING IN TODAY' widget.
  7. Validate that the edited appointment can be viewed in the 'COMING IN TODAY' widget.
  8. Refresh the 'MY CALENDAR' widget.
  9. Validate that the edited appointment can be viewed in the 'MY CALENDAR' widget.
  10. Open the 'Scheduling Calendar'.
  11. Delete an appointment.
  12. Click [Dismiss].
  13. Refresh the 'COMING IN TODAY' widget.
  14. Validate that the deleted appointment cannot be viewed in the 'COMING IN TODAY' widget.
  15. Refresh the 'MY CALENDAR' widget.
  16. Validate that the deleted appointment cannot be viewed in the 'MY CALENDAR' widget.
  17. Note a client and appointment time for User 1.
  18. Open the 'Scheduling Calendar'.
  19. Create an appointment for the same client, at a different time, for User 2.
  20. Click [Dismiss].
  21. Refresh the 'COMING IN TODAY' widget.
  22. Validate that both appointments for the client can be viewed in the 'COMING IN TODAY' widget.
  23. Refresh the 'MY CALENDAR' widget.
  24. Validate that both appointments for the client can be viewed in the 'COMING IN TODAY' widget.
Topics
• Appointment Management • myAvatar NX Only • NX
'Auto-Select The Active Client When eMAR Is Launched' supported in Avatar eMAR.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Orders This Episode
Scenario 1: An asterisk is displayed when an unsuccessful administration occurs - eMAR military time is disabled.
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "1".
  • The 'Avatar eMAR->General->Settings->->->Auto-Select The Active Client When eMAR Is Launched' registry setting must be set to "Y".
  • The 'Successful Administration?' extended attribute under '(10000) Administration Event' must be set to "No" for any dictionary code. (ex. Refused)
  • Please log out and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Set the New Order field to "XANAX 1 MG TABLET ORAL".
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "14" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "XANAX 1 MG ORAL TABLET 1 TABLET, TWICE A DAY".
  9. Access the 'eMAR' widget.
  10. Validate the 'Order Description' contains an order for "XANAX 1 MG ORAL TABLET".
  11. Select the first available cell under the current date and click [Administer].
  12. Verify the 'Order Acknowledgement' dialog exists and click [OK].
  13. Verify the 'Client Education' dialog exists.
  14. Select "Yes" from the 'Education Performed' field and click [OK].
  15. Verify the 'Administration Event' dialog exists.
  16. Set the 'Administration Event' field to "Refused".
  17. Populate all other required fields.
  18. Check the 'Accept administration information entered' check box and click [OK].
  19. Validate that the cell selected contains the 'Qty' and 'Unit' to be given and the time that the unsuccessful administration occurred with a thumbs down indicator in the bottom left corner and an asterisk next to the time.
  20. Right click on the administered cell and select 'Void Administration Event'.
  21. Verify the 'Void Administration' dialog exists.
  22. Click [Submit Void]
  23. Validate a message is displayed stating, "Are you sure you want to void this Event?" and click [Yes].
  24. Validate the cell that was selected contains the hour of administration and no longer displays the thumbs down indicator or asterisk.
  25. Validate the 'Order Description' contains a message that "1 Void exists".
Topics
• myAvatar/myAvatar NX • Order Entry Console
'Assign Permanent MR#' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Assign Permanent MR#
  • Call Intake
  • Dynamic Form - Admission - Client
Scenario 1: NX - Assign Permanent MR#
Steps
  1. Access the 'Call Intake' form.
  2. Enter the desired last name in the 'Last Name' field.
  3. Enter the desired first name in the 'First Name' field.
  4. Select "Male" in the 'Sex' field.
  5. Click [Search].
  6. Validate the 'Search' field states: "No matches found".
  7. Click [New Client].
  8. Select "Call" in the 'Call Or Walk-In' field.
  9. Select "Information Only" in the 'Caller Type' field.
  10. Click [T] in the 'Call Date' field.
  11. Click [Current Time] in the 'Call Time' field.
  12. Select the desired program in the 'Program' field.
  13. Select desired disposition in the 'Disposition' field.
  14. Click [Submit].
  15. Select the new client in the 'Recent Clients' field.
  16. Validate the client ID contains "P".
  17. Access the 'Assign Permanent MR' form.
  18. Validate the 'Name' field contains the name entered in the previous steps.
  19. Validate the 'Temporary ID' field contains "P".
  20. Click [Assign Permanent MR #].
  21. Click [Yes].
  22. Validate the 'Assigned ID' field does not contain "P".
  23. Click [Submit].
  24. Select the new client in the 'Recent Clients' field.
  25. Validate the client ID does not contain "P".
Topics
• NX
My Activity - Changes to the 'Schedule' tab
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Right Sidebar
Scenario 1: My Activity - Validating date upon clicking on the number of appointments
Specific Setup:
  • An existing appointment is identified. Note the appointment date and time.
Steps

Login to NX QA.

Click on 'My Activity' menu.

Select 'Schedule' tab.

Locate the appointment date identified in the setup.

Click on the counter where number of appointments for the date are displayed.

Verify the date is not changed.

Click [Increment Schedule].

Verify the date is incremented to the next date and the counter displays the correct number of appointments for that date.

Click [Decrement Schedule].

Verify the date is decremented to the previous date and the counter displays the correct number of appointments for that date.
Topics
• Appointment Management • myAvatar NX Only • NX
Voiding an 'Administration Event' in 'Avatar eMAR'.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Orders This Episode
Scenario 1: An asterisk is displayed when an unsuccessful administration occurs - eMAR military time is disabled.
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "1".
  • The 'Avatar eMAR->General->Settings->->->Auto-Select The Active Client When eMAR Is Launched' registry setting must be set to "Y".
  • The 'Successful Administration?' extended attribute under '(10000) Administration Event' must be set to "No" for any dictionary code. (ex. Refused)
  • Please log out and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Set the New Order field to "XANAX 1 MG TABLET ORAL".
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "14" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "XANAX 1 MG ORAL TABLET 1 TABLET, TWICE A DAY".
  9. Access the 'eMAR' widget.
  10. Validate the 'Order Description' contains an order for "XANAX 1 MG ORAL TABLET".
  11. Select the first available cell under the current date and click [Administer].
  12. Verify the 'Order Acknowledgement' dialog exists and click [OK].
  13. Verify the 'Client Education' dialog exists.
  14. Select "Yes" from the 'Education Performed' field and click [OK].
  15. Verify the 'Administration Event' dialog exists.
  16. Set the 'Administration Event' field to "Refused".
  17. Populate all other required fields.
  18. Check the 'Accept administration information entered' check box and click [OK].
  19. Validate that the cell selected contains the 'Qty' and 'Unit' to be given and the time that the unsuccessful administration occurred with a thumbs down indicator in the bottom left corner and an asterisk next to the time.
  20. Right click on the administered cell and select 'Void Administration Event'.
  21. Verify the 'Void Administration' dialog exists.
  22. Click [Submit Void]
  23. Validate a message is displayed stating, "Are you sure you want to void this Event?" and click [Yes].
  24. Validate the cell that was selected contains the hour of administration and no longer displays the thumbs down indicator or asterisk.
  25. Validate the 'Order Description' contains a message that "1 Void exists".
Topics
• myAvatar/myAvatar NX • Order Entry Console
OE NX - Discharge Med Reconciliation - Hold in Pending Status
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: NX - Discharge Medication Reconciliation - Hold in Pending Status and Edit Pending Status
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3". This is a Netsmart Only registry setting.
  • Client A must have an active inpatient episode.
Steps
  1. Access the Order Entry Console for "Client A".
  2. Set the 'New Order' field to "IBUPROFEN 200 MG TABLET ORAL".
  3. Set the 'Dose' field to "2".
  4. Select "TABLET" from the 'Dose Unit' field.
  5. Select "3 TIMES A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "10" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Click the 'Home Medications' tab.
  9. Set the 'New Order' field to "Fish Oil 500 MG Capsule Oral".
  10. Set the 'Dose' field to "2".
  11. Select "IN THE MORNING" from the 'Frequency' field.
  12. Set the 'Days Supply' field to "10".
  13. Click [Add to Scratchpad], [Final Review], and [Sign].
  14. Click the 'Discharge Reconciliation' tab.
  15. Select the "IBUPROFEN 200 MG TABLET ORAL" order created from the 'Inpatient Medications' grid.
  16. Click [Do Not Add].
  17. Click [Hold in Pending Status].
  18. Validate the 'Discharge Med Reconciliation' tab displays in view only.
  19. Click the 'Orders This Episode' tab.
  20. Click the 'Discharge Med Reconciliation' tab.
  21. Validate the 'Discharge Med Reconciliation' tab displays with the correct information in view only mode.
  22. Click [Edit Pending Reconciliation].
  23. Validate the Dialog box text contains "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly."
  24. Click [OK].
  25. Click [Hold in Pending Status] and [Activate & Reconcile].
  26. Validate the 'Discharge Med Reconciliation' tab displays in view only.
Topics
• NX • Order Entry Console
The 'New Order' field on a Copy, Modify, and Reorder.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Orders This Episode
Scenario 1: OE NX - Discharge Med Reconciliation - Reorder/Modify, Make Rx and Discontinue
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->OrderConnect->->->Enable Home Medications in the Order Entry Console' registry setting must be set to "Y".
  • Please log out and log back in after completing the above configuration.
  • A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Validate the ‘Client Reported’ checkbox is checked.
  3. Set the ‘New Order’ field to "predniSONE 5 MG Tablet Oral".
  4. Set the ‘Dose’ field to "2".
  5. Validate the 'Dose Unit' field contains "Tablet".
  6. Select "TWICE A DAY" from the ‘Frequency’ field.
  7. Click [Save].
  8. Validate the 'New Order' field does not contain a value.
  9. Uncheck the ‘Client Reported’ checkbox.
  10. Set the ‘New Order’ field to "Advil 200 MG Tablet Oral".
  11. Set the ‘Dose’ field to "2".
  12. Select "Tablet" from the ‘Dose Unit’ field.
  13. Select "TWICE A DAY" from the ‘Frequency’ field.
  14. Set the ‘Days Supply’ field to "12".
  15. Click [Add to Scratchpad].
  16. Validate the 'New Order' field does not contain a value
  17. Set the ‘New Order’ field to "cefTRIAXone 1 GM Powder for Solution Injection".
  18. Set the ‘Dose’ field to "1".
  19. Select "Gram" from the ‘Dose Unit’ field.
  20. Select "EVERY DAY" from the ‘Frequency’ field.
  21. Set the ‘Days Supply’ field to "12".
  22. Set the ‘Dispense Qty’ field to "1".
  23. Select "Bottle" from the ‘Dispense Qty’ field.
  24. Click [Add to Scratchpad] and [Final Review].
  25. Validate the 'Interactions' dialog is displayed.
  26. Enter a value in the 'Notes' field, and click [Save Override and Exit].
  27. Validate the ‘Final Review’ dialog is displayed.
  28. Click [Sign]
  29. Validate the 'Order grid' contains an order for "ADVIL 200 MG TABLET ORAL" and "cefTRIAXone 1 GM Powder for Solution Injection".
  30. Select the "ADVIL" order and click [Modify].
  31. Validate the 'New Order' field contains "ADVIL 200 MG ORAL Tablet".
  32. Set the 'Dose' field to "1".
  33. Click [Add to Scratchpad], [Final Review], and [Sign].
  34. Select the "ceftTRIAXone 1 GM Powder for Solution Injection" order from the 'Order Grid'.
  35. Click [Reorder].
  36. Validate the 'New Order' field contains "ceftTRIAXone 1 GM Powder for Solution Injection"
  37. Click [Add to Scratchpad], [Final Review], and [Sign].
  38. Select "Client B" from the "My Clients" widget
  39. Validate the ' New Order' field does not contain a value
  40. Select "Client A" from the "My Clients" widget
  41. Select the ‘Discharge Reconciliation’ tab.
  42. Validate that the three orders appear in the 'Home Medications Scratchpad'.
  43. Click on the order for "predniSONE - 5MG, TAB, PO" and click [Make Rx].
  44. Select "Side Effects" from the ‘Diagnosis’ field.
  45. Set the ‘Days Supply’ field to "12".
  46. Click [Update Order].
  47. Validate that ‘Action’ for the “predniSONE - 5MG, TAB, PO” order contains "MAKE RX".
  48. Click on the order for "Advil 200 MG ORAL Tablet" and click [DC].
  49. Validate that ‘Action’ for the “Advil 200 MG ORAL Tablet” order contains "DC".
  50. Select “cefTRIAXone 1 GM INJECTION Powder for Solution” from 'Home Medications Scratchpad (Post Discharge)'.
  51. Click [Reorder/Modify].
  52. Validate the 'New Order' field contains "cefTRIAXone 1 GM INJECTION Powder for Solution”.
  53. Click [Update Order].
  54. Validate that ‘Action’ for the “cefTRIAXone 1 GM INJECTION Powder for Solution” order contains "CONT".
  55. Click [Review and Sign].
  56. Validate the 'Interactions' dialog is displayed.
  57. Enter a value in the 'Notes' field, and click [Save Override and Exit].
  58. Validate the ‘Final Review’ dialog is displayed and click [Sign].
  59. Select "Client B" from the "My Clients" widget
  60. Validate the 'New Order' field does not contain a value and is disabled
Scenario 2: OE NX - Orders This Episode - Schedule III (Xyrem) - New, Copy, Modify, Print and Discontinue - Print - external pharmacy mode
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • A client must have an active episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A).
  • Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the Order Entry Console for “Client A”.
  2. Set the 'New Order' field to "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)".
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose' Unit' field is equal "Milliliter".
  5. Select "AS NEEDED" from the 'Freq' field.
  6. Select "For client safety" in the 'Reason' field.
  7. Set the 'Duration' field to "20" and click [Days].
  8. Validate the 'Refills' field is equal to "0".
  9. Validate the 'Days Supply’ field is equal to "20".
  10. Validate the 'Dispense Qty' field is equal to "20".
  11. Select "Milliliter" from the 'Dispense Qty Unit' field.
  12. Validate the ‘Directions’ field is equal to "Take one (1) milliliter by mouth as needed".
  13. Validate the 'Note to Pharmacist' field contains "For client safety".
  14. Click [Add to Scratchpad] and [Final Review].
  15. Validate the 'Final Review' dialog is displayed.
  16. Click the yellow note in 'Order Details' for "Xyrem 500 MG/1 ML Solution (Schedule III)" and validate that it states "For client safety".
  17. Click [Close].
  18. Select "Print" in 'Output' and click [Sign].
  19. Validate the 'Xyrem' order is displayed in the 'Order grid'.
  20. Validate the 'New Order' field does not contain a value.
  21. Select "Client B" from the ‘My Clients’ widget.
  22. Validate the 'New Order' field does not contain a value.
  23. Select "Client A" from the ‘My Clients’ widget.
  24. Select the "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)" order from the ‘Order grid’.
  25. Click [Copy].
  26. Validate the ’Start Date’ dialog is equal to "Do you want the ’New Order’ to default to START AFTER the original orders end? (The alternative is to have the ’New Order’ default to start now.)"
  27. Click [Yes].
  28. Validate the 'New Order' field contains "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)".
  29. Validate the ’Dose’ field is equal to "1".
  30. Validate the ’Dose’ Unit field is equal to "Milliliter".
  31. Validate the 'Freq' field is equal to "AS NEEDED".
  32. Validate the Reason field is equal to "For client safety".
  33. Validate the 'Duration' field is equal to "20".
  34. Validate the ’Days’ button is selected.
  35. Validate the 'Refills' field is equal to "0".
  36. Validate the ’Days’ Supply field is equal to "20".
  37. Validate the ’Dispense Qty’ field is equal to "20".
  38. Validate the ’Dispense Qty Unit’ field is equal to "Milliliter".
  39. Validate the ‘Directions’ field is equal to "Take one (1) milliliter by mouth as needed".
  40. Validate the ’Note’ to Pharmacist field is equal to "For client safety".
  41. Click [Add to Scratchpad] and [Final Review].
  42. Validate the 'Interaction' dialog is displayed.
  43. Override all interactions and click [Save Override and Exit].
  44. Validate a new order for "XYREM" is displayed in the 'Order grid'.
  45. Select the new "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)" order and click [Modify].
  46. Validate the 'New Order' field contains "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)".
  47. Set the ’Dose’ field to "2".
  48. Validate the ’Dose’ Unit field is equal to "Milliliter".
  49. Validate the 'Freq' field is equal to "AS NEEDED".
  50. Validate the ‘Duration’ field is equal to "20".
  51. Validate the ’Days’ button is selected.
  52. Validate the 'Refills' field is equal to "0".
  53. Validate the ’Days Supply’ field is equal to "20".
  54. Validate the ’Dispense Qty’ field is equal to "40".
  55. Validate the ’Dispense Qty Unit’ field is equal to "Milliliter".
  56. Validate the ‘Directions’ field is equal to "Take two (2) milliliters by mouth as needed".
  57. Validate the ’Note’ to Pharmacist field is equal to "For client safety".
  58. Click [Add to Scratchpad] and [Final Review].
  59. Validate the 'Interactions' dialog is displayed.
  60. Override all interactions and click [Save Override and Exit].
  61. Validate a new order for "XYREM" is displayed in the 'Order grid'.
  62. Select the new "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)" order from the ‘Order grid’.
  63. Click [Reorder].
  64. Validate the 'New Order' field contains "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)".
  65. Validate the ’Dose’ field contains "2".
  66. Validate the ’Dose’ Unit field is equal to "Milliliter".
  67. Validate the 'Freq' field is equal to "AS NEEDED".
  68. Validate the ‘Duration’ field is equal to "20".
  69. Validate the ’Days’ button is selected.
  70. Validate the 'Refills' field is equal to "0".
  71. Validate the ’Days Supply’ field is equal to "20".
  72. Validate the ’Dispense Qty’ field is equal to "40".
  73. Validate the ’Dispense Qty Unit’ field is equal to "Milliliter".
  74. Validate the ‘Directions’ field is equal to "Take two (2) milliliters by mouth as needed".
  75. Validate the ’Note’ to Pharmacist field is equal to "For client safety".
  76. Click [Add to Scratchpad] and [Final Review].
  77. Validate the 'Interactions' dialog is displayed.
  78. Override all interactions and click [Save Override and Exit].
  79. Select both orders for "XYREM" in the 'Order grid' and click [D/C].
  80. Click [Add to Scratchpad], [Final Review], and [Sign].
  81. Validate the 'Order grid' does not contain any orders.
Scenario 3: OE NX - Admission Med Rec - Add to Scratchpad and Reconcile & Review.
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3"
  • A client must have an inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Set the ‘New Order’ field to "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)".
  3. Set the Dose field to "1".
  4. Validate the ‘Dose Unit’ field is equal to "Capsule".
  5. Select "3 TIMES A DAY, AS NEEDED" from the ‘Freq’ field.
  6. Set the ‘Duration’ field to "28" and click [Days].
  7. Validate the ‘Refills’ field is equal to "0".
  8. Validate the ‘Days Supply’ field is equal to "28".
  9. Validate the ‘Dispense Qty’ field is equal to "84".
  10. Select "Capsule" from the ‘Dispense Qty Unit’ field.
  11. Click [Add to Scratchpad] and [Final Review].
  12. Validate the 'Interactions' dialog is displayed.
  13. Override all interactions and click [Save Override and Exit].
  14. Validate the order for "KADIAN" is displayed in the 'Order grid'.
  15. Select the 'Home Medications' tab.
  16. Set the ‘New Order’ field to "Ritalin 20 MG Tablet Oral (Schedule II)".
  17. Set the ‘Dose’ field to "1".
  18. Validate the ‘Dose Unit’ field is equal to "Tablet".
  19. Select "Three Times a Day" from the 'Frequency' field.
  20. Validate the ‘Diagnosis’ field is equal to "No Entry".
  21. Validate the ‘Refills’ field is equal to "0".
  22. Set the ‘Days Supply’ field to "30".
  23. Validate the 'Dispense Qty’ field is equal to "90".
  24. Validate the ‘Dispense Qty Unit’ field is equal to "Tablet".
  25. Click [Add to Scratchpad], [Final Review], and [Sign].
  26. Select the 'Admission Med Reconciliation' tab.
  27. Validate an order for "Ritalin 20 MG Tablet Oral (Schedule II)" is displayed in the 'Home Medications (Pre-Admission)' order grid.
  28. Validate an order for "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" is displayed in the 'Inpatient Medications Scratchpad'.
  29. Select the "Ritalin" order and click [Add to Scratchpad].
  30. Validate the "Ritalin" order appears in the 'Inpatient Medications Scratchpad' with a red flag in the 'Action' column.
  31. Select the "Ritalin" order in the 'Inpatient Medications Scratchpad'.
  32. Validate the ‘Dose’ field is equal to "1".
  33. Validate the ‘Dose Unit’ field is equal to "Tablet".
  34. Validate the ‘Freq’ field is equal to "3 TIMES A DAY".
  35. Set the ‘Duration’ field to "28" and click [Days].
  36. Validate the ‘Refills’ field is equal to "0".
  37. Validate the ‘Days Supply’ field is equal to "28".
  38. Validate the ‘Dispense Qty’ field is equal to "84".
  39. Select "Tablet" in the ‘Dispense Qty Unit’ field.
  40. Click [Update Order].
  41. Validate the 'New Order' field does not contain a value.
  42. Select the "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" in 'Inpatient Medications Scratchpad' and click [Modify]
  43. Validate the 'New Order' field contains "KADIAN (MORPHINE SULFATE) 20 MG ORAL CAPSULE, EXTENDED RELEASE ORAL (Schedule II)".
  44. Set the 'Dose' field to "2".
  45. Click [Update Order] and [Reconcile & Review].
  46. Validate the 'Final Review' dialog is displayed.
  47. Select "eRX" in the 'Output'.
  48. Check the 'Ready to Sign' checkbox and click [Sign].
  49. Validate the 'Two-Factor Authentication' dialog is displayed.
  50. Set the ‘Username’ field to the "OrderConnect Facility" and "Username".
  51. Set the ‘Password’ field to the password for this user.
  52. Click [Enter].
  53. Retrieve the unique passcode.
  54. Set ‘Please enter your One-Time Passcode’ field to "unique id" and click [Enter].
  55. Validate 'Admission Med Reconciliation' is displayed in view only mode.
Topics
• NX • Order Entry Console