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Avatar NX User Interface Update 2021.10.00 Acceptance Tests

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Approver Override - Support added for form
Internal Test Only
Topics
n/a
Quick Links - bundled forms
Internal Test Only
Topics
• Forms • Forms Designer • NX
External Document Widgets documents displaying in Console Widget Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Dynamic Form - NX View Definition
  • Dynamic Form - View Definition - Select Views
  • NX View Definition
  • View Definition
Scenario 1: External Documents viewed in Console Widget Viewer
Specific Setup:
  • Add External Documents and the Console Widget Viewer to a view and add it as an associated view. This will be associated view A.
Steps
  1. Click on myDay view.
  2. Click the Menu List.
  3. A drop down of associated views appears.
  4. Select the associated view A.
  5. Select a client that has documents on file.
  6. Validate row(s)s of documents display.
  7. Click "View" on the first row.
  8. Validate the document is viewable in the "Console Widget Viewer".
  9. Validate "Reconcile", "Save", "Close All", "Print" and "Print All" buttons are enabled in the "Console Widget Viewer".
  10. Click "View" on the second row.
  11. Validate the document is viewable in the "Console Widget Viewer".
  12. Validate "Reconcile", "Save", "Close All", "Print" and "Print All" buttons are enabled in the "Console Widget Viewer".
  13. Click "Save".
  14. Select a client who has documents on file.
  15. Validate "Console Widget Viewer" is cleared out and has no documents displayed in it.
  16. Select a different client with documents on file.
  17. Click "View" to open both documents.
  18. Click "Close All".
  19. Go to the "All Docs Test" view.
  20. Click on the first document.
  21. Validate it displays in the "Console Widget Viewer" and the "Print All" button is enabled.
  22. Click on the second document.
  23. Validate it displays in the "Console Widget Viewer" and the "Print All" button is enabled.
  24. Click "Close All".
Topics
• CCD's • Console Widget • myAvatar NX Only
OE NX - Lab Order - Default Frequency
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: NX - Lab Orders - Interval Orders
Specific Setup:
  • A lab-type order code (Lab Code A) must be configured to have a default frequency (Every 6 Hours) through the 'Order Code Setup' form.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Lab Code A" from the 'New Order' field.
  3. Validate the 'Frequency' field is equal to "Every 6 hours".
  4. Validate the 'First Collect Date' field is equal to the current date.
  5. Validate the 'First Collect Time' field is equal to the current time.
  6. Validate the 'Start Date' field is disabled and contains the current date.
  7. Validate the 'Start Time' field is disabled and contains the current time.
  8. Set the 'Duration' field to "2" and click [Days].
  9. Click [Add to Scratchpad] and [Sign].
  10. Validate the 'Order grid' contains "Lab Code A EVERY 6 HOURS".
Topics
• NX • Order Entry Console
Order Entry Console (Home Medications section) - No Program Selected warning
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Home Medications
Scenario 1: OE NX - Order Entry Console (Home Medications section) - client with no program defaulted
Specific Setup:
  • A client must have an active episode that is associated to a program that is not mapped to an OrderConnect Agency. (Client A)
  • 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'.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select 'Home Medications'.
  3. Validate that the 'Program' field does not contain a value.
  4. Set the 'New Order' field to "Advil".
  5. Validate that an 'Error' message is displayed stating: "A Program must be selected below the Scratchpad" and click [OK].
  6. Set the 'Program' field to "Inp. Adult Psych".
  7. Set the 'New Order' field to "Advil 200 MG Tablet Oral".
  8. Click [Save].
  9. Validate the 'Order Details' contains an order for "Advil - 200 MG, TAB, PO".
  10. Remove the value in the 'Program' field.
  11. Click the 'Order Labs' link.
  12. Validate that an 'Error' message is displayed stating: "No Program selected below the Scratchpad".
  13. Click [OK].
  14. Click the 'External RxHx' link.
  15. Validate that 'OrderConnect' is launched in another window and that the 'Third Party Medication History' page is displayed.
  16. Click [Close Chart].
  17. Click the 'Prescriber's Queue' link.
  18. Validate that 'OrderConnect' is launched in another window and that the 'Prescribers Queue' page is displayed.
  19. Close the window.
  20. Set the 'Program' field to "Inp. Adult Psych".
  21. Click the 'Order Labs' link.
  22. Validate that 'OrderConnect' is launched in another window and that the 'Patient's Current Lab-Order Profile' page is displayed.
  23. Click [Close Chart].
Topics
• NX
OE NX - Custom Administration dialog
Internal Test Only
Topics
n/a
OE NX - One Time Only Frequency - Custom Administration Time
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Launch RxConnect
  • Orders This Episode
Scenario 1: OE NX - New Order - One Time Only Frequency - Custom Administration Time
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
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "2".
  4. Select "Tablet" from the 'Dose Unit' field.
  5. Select "ONE TIME ONLY" from the 'Freq' field.
  6. Click the Custom button.
  7. Set the 1st 'Scheduled Administration Time' field to "0900" and click [Save]
  8. Validate the 'First Dose Date' field is equal to the next available date based on the 'Scheduled Administration Time'.
  9. Validate the 'First Dose Time' field is equal to "09:00 AM".
  10. Validate the 'Duration' field is equal to "1" and validate that [Days] is selected.
  11. Click [Add to Scratchpad] and [Sign].
  12. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET2 Tablet, ONE TIME ONLY, 09:00 AM".
Scenario 2: OE NX - Favorites - One Time Only Frequency - Custom Administration Time
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
  1. Select "Client A" and access the Order Entry Console.
  2. Click [My Favorites].
  3. Search for and Select "ACETAMINOPHEN 160 MG TABLET, CHEWABLE ORAL" from the 'Order Search' field.
  4. Click [Add to Favorites].
  5. Select the "ACETAMINOPHEN" order added to favorites and click [Add to Scratchpad].
  6. Select the "ACETAMINOPHEN" order in the 'Scratchpad'.
  7. Set the 'Dose' field to "1".
  8. Select "Tablet" from the 'Dose Unit' field.
  9. Select "ONE TIME ONLY" from the 'Freq' field.
  10. Click [My Favorites Update].
  11. Click [Remove from Scratchpad].
  12. Click [My Favorites].
  13. Select the "ACETAMINOPHEN" order added to favorites and click [Add to Scratchpad].
  14. Select the "ACETAMINOPHEN" order in the 'Scratchpad'.
  15. Click [Custom].
  16. Set the 1st 'Scheduled Administration Time' field to "0900" and click [Save].
  17. Validate the 'First Dose Date' field is equal to the next available date based on the 'Scheduled Administration Time'.
  18. Validate the 'First Dose Time' field is equal to "09:00 AM".
  19. Validate the 'Duration' field is equal to "1" and validate that [Days] is selected.
  20. Click [Update Order] and [Sign].
  21. Validate the 'Order grid' contains an order for "Order Code A 2 Tablet, ONE TIME ONLY, 09:00 AM".
Topics
• NX • Order Entry Console
OE NX - Admission Med Reconciliation - Product Substitution
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: Admission Med Reconciliation - Dose Conversion - Product Substitution with prompt - accept
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Dose Conversion During Medication Reconciliation' registry setting must be set to "3", for both oral solids and liquids.
  • The 'Default to Client Reported' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' checkbox if it is checked.
  4. Search for and select "Fish Oil 500 MG Capsule Oral" from the 'New Order' field.
  5. Set the 'Dose' field to "2".
  6. Validate the 'Dose Unit' field is equal to "Capsule".
  7. Select "TWICE A DAY" from the 'Frequency' field.
  8. Set the 'Days Supply' field to "30" and press Tab.
  9. Validate the 'Dispense Qty' field is equal to "120".
  10. Validate the 'Dispense Qty Unit' field is equal to "Capsule".
  11. Click [Add to Scratchpad], [Final Review], and [Sign].
  12. Validate the 'Order grid' contains an order for "Fish Oil 500 MG ORAL Capsule Take two (2) capsules by mouth twice a day (Refills: 0, Disp. Qty: 120 Capsule)".
  13. Search for and select "Lisinopril 20 MG Tablet Oral" from the 'New Order' field.
  14. Set the 'Dose' field to "2".
  15. Validate the 'Dose Unit' field is equal to "Tablet".
  16. Select "TWICE A DAY" from the 'Frequency' field.
  17. Set the 'Days Supply' field to "12" and press Tab.
  18. Validate the 'Dispense Qty' field is equal to "48".
  19. Validate the 'Dispense Qty Unit' field is equal to "Tablet".
  20. Click [Add to Scratchpad], [Final Review], and [Sign].
  21. Validate the 'Order grid' contains an order for "Lisinopril 20 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 48 Tablet)".
  22. Click the 'Admission Reconciliation' tab.
  23. Validate the 'Home Medications (Pre-Admission)' grid contains orders for "Fish Oil 500 MG ORAL Capsule Take two (2) capsules by mouth twice a day (Refills: 0, Disp. Qty: 120 Capsule)" and "Lisinopril 20 MG Oral Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 120 Capsule)".
  24. Highlight both orders in the 'Home Medications (Pre-Admission) Scratchpad' and click [Add to Scratchpad].
  25. Validate the 'Product Substitution' dialog is displayed.
  26. Click the 'Accept' checkbox and click [Save].
  27. Validate the Inpatient Medications Scratchpad contains orders for "KRILL OIL 500 MG CAPSULE, LIQUID FILLED ORAL1000 MG, TWICE A DAY and "LISINOPRIL 20 MG TABLET ORAL40 MG, TWICE A DAY".
Topics
• NX • Order Entry Console
Renewing an order in the Order Entry Console (Orders This Episode section)
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 - OTE - Creating, modifying, renewing, and copying order when 'Stop Time to be set at end of Calendar Day?' is set to "Yes"
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
  1. Access the 'Order Code Setup' form.
  2. Select "Edit Existing Code" from the 'Add/Edit Order Code' field.
  3. Search for and select "WARFARIN SODIUM 1 MG TABLET ORAL" in the 'Existing Order Code' field.
  4. Set the 'Existing Order Code' field to "WARFARIN SODIUM 1 MG TABLET ORAL".
  5. Select "Yes" in the 'Stop Time to be set at end of Calendar Day?' field.
  6. Click [Submit].
  7. Validate a message is displayed stating: "Order Code Setup has completed. Do you wish to return to form?" and click [No].
  8. Select “Client A” and access the Order Entry Console.
  9. Search for and select "WARFARIN SODIUM 1 MG TABLET ORAL" in the 'New Order' field.
  10. Set the 'Dose' field to "1".
  11. Validate the 'Dose Unit' field contains "Tablet".
  12. Select "DAILY" from the 'Freq' field.
  13. Set the 'Duration' field to "14" and click [Days].
  14. Validate the 'Days Supply' field contains "14".
  15. Validate the 'Dispense Qty' field contains "14".
  16. Select "Tablet" from the 'Dispense Qty Unit' field.
  17. Validate the 'Start Date' field contains the current date.
  18. Validate the 'Start Time' field contains the current time.
  19. Validate the 'Stop Date' field contains a date that is 14 days in the future of the 'Start Date'.
  20. Validate the 'Stop Time' field contains "11:59 PM".
  21. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily"
  22. Click [Add to Scratchpad] and click [Final Review].
  23. Validate the 'Interactions' dialog is displayed.
  24. Override all interactions and click [Save Override and Exit].
  25. Validate the 'Final Review' dialog is displayed and click [Sign].
  26. Validate the 'Order grid' contains an order for "WARFARIN SODIUM 1 MG TABLET ORAL".
  27. Select the "WARFARIN SODIUM" order and click [Modify].
  28. Validate the 'Dose' field contains "1".
  29. Validate the 'Dose Unit' field contains "Tablet".
  30. Validate the 'Freq' field contains "DAILY".
  31. Validate the 'Duration' field contains "14".
  32. Set the 'Duration' field to "1441" and click [Minutes].
  33. Validate the 'Days Supply' field contains "2".
  34. Validate the 'Dispense Qty' field contains "2".
  35. Validate the 'Dispense Qty Unit' field contains "Tablet"
  36. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily"
  37. Click [Add to Scratchpad] and click [Final Review].
  38. Validate the 'Interactions' dialog is displayed.
  39. Override all interactions and click [Save Override and Exit].
  40. Validate the 'Final Review' dialog is displayed and click [Sign].
  41. Select the "WARFARIN SODIUM" order and click [Renew].
  42. Validate the 'Renew' field contains "1441" and that [Minutes] is selected.
  43. Click [Add to Scratchpad] and click [Sign].
  44. Select the "WARFARIN SODIUM" order and click [Modify].
  45. Validate the 'Dose' field contains "1".
  46. Validate the 'Dose Unit' field contains "Tablet".
  47. Validate the 'Freq' field contains "DAILY".
  48. Set the 'Duration' field to "144" and click [Hours].
  49. Validate the 'Days Supply' field contains "6".
  50. Validate the 'Dispense Qty' field contains "6".
  51. Validate the 'Dispense Qty Unit' field contains "Tablet".
  52. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily".
  53. Click [Add to Scratchpad] and click [Final Review].
  54. Validate the 'Interactions' dialog is displayed.
  55. Override all interactions and click [Save Override and Exit].
  56. Validate the 'Final Review' dialog is displayed and click [Sign].
  57. Select the "WARFARIN SODIUM" order and click [Renew].
  58. Validate the 'Renew' field contains "144" and that [Hours] is selected.
  59. Click [Add to Scratchpad] and click [Sign].
  60. Select the "WARFARIN SODIUM" order and click [Modify].
  61. Set the 'Duration' field to "14" and click [Days].
  62. Validate the 'Days Supply' field contains "14".
  63. Validate the 'Dispense Qty' field contains "14".
  64. Validate the 'Dispense Qty Unit' field contains "Tablet".
  65. Validate the 'Start Date' field contains the current date.
  66. Validate the 'Start Time' field contains the current time.
  67. Validate the 'Stop Date' field contains a date 14 days in the future from 'Start Date'.
  68. Validate the 'Stop Time' field contains "11:59 PM".
  69. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily".
  70. Click [Add to Scratchpad] and click [Final Review].
  71. Validate the 'Interactions' dialog is displayed.
  72. Override all interactions and click [Save Override and Exit].
  73. Validate the 'Final Review' dialog is displayed and click [Sign].
  74. Select the "WARFARIN SODIUM" order and click [Renew].
  75. Validate the 'Effective Renew Date' field contains the current date.
  76. Validate the 'Renew' field contains "14" and that [Days] is selected.
  77. Click [Add to Scratchpad] and click [Sign].
  78. Select the "WARFARIN SODIUM" order and click [Copy].
  79. Set the 'Dose' field to "1".
  80. Validate the 'Dose Unit' field contains "Tablet".
  81. Validate the 'Freq' field contains "DAILY".
  82. Validate the 'Duration' field contains "14" and that [Days] is selected.
  83. Validate the 'Days Supply' field contains "14".
  84. Validate the 'Dispense Qty' field contains "14".
  85. Validate the 'Dispense Qty Unit' field contains "Tablet"
  86. Validate the 'Start Date' field contains original 'Stop Date'.
  87. Validate the 'Start Time' field contains the current time.
  88. Validate the 'Stop Date' field contains a date 14 days in the future from 'Start Date'.
  89. Validate the 'Stop Time' field contains "11:59 PM".
  90. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily".
  91. Click [Add to Scratchpad] and click [Final Review].
  92. Validate the 'Interactions' dialog is displayed.
  93. Override all interactions and click [Save Override and Exit].
  94. Validate the 'Final Review' dialog is displayed and click [Sign].
  95. Validate the 'Order grid' contains 2 orders for "WARFARIN SODIUM 1 MG ORAL TABLET1 Tablet, DAILY".
Topics
• NX • Order Entry Console
'Stop Date' and 'Stop Time' are 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: OE NX - Order Group - One Time Only Frequency - Custom Administration Time
Specific Setup:
  • An order group (Order Group A) must have an order code (Order Code A) configured with a "One Time Only" frequency code and a default duration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" from the 'New Order' field.
  3. Validate the 'Order Group' dialog displays and select "Order Code A".
  4. Set the 'Dose' field to "2".
  5. Select "Tablet" from the 'Dose Unit' field.
  6. Select "ONE TIME ONLY" from the 'Freq' field.
  7. Set the 'Duration' field to "1" and click [Days].
  8. Validate the 'Start Date' field contains the current date.
  9. Validate the 'Start Time' field contains the current time.
  10. Validate the 'Stop Date' field contains a date that is 1 day in the future of the 'Start Date'.
  11. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
  12. Set the 'Duration' field to "48" and click [Hours].
  13. Validate the 'Start Date' field contains the current date.
  14. Validate the 'Start Time' field contains the current time.
  15. Validate the 'Stop Date' field contains a date that is 2 days in the future of the 'Start Date'.
  16. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
  17. Validate the 'Duration' field contains "48" and click [Minutes].
  18. Validate the 'Start Date' field contains the current date.
  19. Validate the 'Start Time' field contains the current time.
  20. Validate the 'Stop Date' field contains the current date.
  21. Validate the 'Stop Time' contains a time that is 48 minutes in the future of the 'Start Time'.
  22. Set the 'Duration' field to "1" and click [Days]
  23. Click [Custom].
  24. Set the 1st 'Scheduled Administration Time' field to "0900" and click [Save] and [Add to Scratchpad].
  25. Select "Order Code A" from the 'Scratchpad'.
  26. Validate the 'First Dose Date' field is equal to the next available date based on the 'Scheduled Administration Time'.
  27. Validate the 'First Dose Time' field is equal to "09:00 AM".
  28. Click [Update Order] and [Sign].
  29. Override all interactions and click [Save Override and Exit].
  30. Validate the 'Order grid' contains an order for "Order Code A 2 Tablet, ONE TIME ONLY, 09:00 AM".
Topics
• NX • Order Entry Console
Order Entry Console (Orders This Episode and Home Medications sections)
Internal Test Only
Topics
n/a
Formatting changes for the Order Entry Details section
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 III (Suboxone) - Create a New Order, Copy order, Modify order, Reorder order and Discontinue order - Output = None - external pharmacy mode
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
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "SUBOXONE 4 MG-1 MG FILM SUBLINGUAL (Schedule III)" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Film".
  5. Select "As Needed" in the 'Freq' field.
  6. Set the 'Duration' field to "28" and click [Days].
  7. Validate the 'Days Supply' field contains "28".
  8. Validate the 'Dispense Qty' field contains "28".
  9. Select "Film" in the 'Dispense Qty Unit' field.
  10. Validate the 'Directions' field contains "Place one (1) film under the tongue as needed".
  11. Set the 'Dose' field to "4" and click [Add to Scratchpad].
  12. Validate the 'Scratchpad' contains the order for "SUBOXONE 4 MG-1 MG FILM (Schedule III)4 Film, AS NEEDED".
  13. Select the order in the 'Scratchpad'.
  14. Validate the 'Dose' field contains "4".
  15. Validate the 'Dose Unit' field contains "Film".
  16. Validate the 'Directions' field contains "Place four (4) films under the tongue as needed".
  17. Click [Cancel Update] and [Final Review].
  18. Validate the 'Interactions' dialog is displayed.
  19. Override all interactions and click [Save Override and Exit].
  20. Validate the 'Final Review' dialog is displayed and contains an order for "Suboxone 4 MG-1 MG Film (Schedule III) Place four (4) films under the tongue as needed Days Supply: 28 Number of Refills: 0 Total # of Rx Fills Approved: 1 Dispense Quantity: 112 Film Substitution Allowed Written Date: {Current Date] NADEAN: [Ordering Practitioner's NADEAN#]".
  21. Click [Sign].
  22. Validate the 'Order grid' contains an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III)4 Film, AS NEEDED".
  23. Select the order and click [Copy].
  24. Validate that a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now)".
  25. Click [No].
  26. Validate the 'Dose' field contains "4".
  27. Validate the 'Dose Unit' field contains "Film".
  28. Validate the 'Directions' field contains "Place four (4) films under the tongue as needed".
  29. Set the 'Dose' field to "1" and click [Add to Scratchpad].
  30. Validate the 'Scratchpad' contains an order for "SUBOXONE 4 MG-1 MG FILM (Schedule III)1 Film, AS NEEDED".
  31. Select the order in the 'Scratchpad'.
  32. Validate the 'Dose' field contains "1".
  33. Validate the 'Dose Unit' field contains "Film".
  34. Validate the 'Directions' field contains "Place one (1) film under the tongue as needed".
  35. Click [Update Order] and [Final Review].
  36. Validate the 'Interactions' dialog is displayed.
  37. Override all interactions and click [Save Override and Exit].
  38. Validate the 'Final Review' dialog is displayed and contains an order for "Suboxone 4 MG-1 MG Film (Schedule III) Place one (1) film under the tongue as needed Days Supply: 28 Number of Refills: 0 Total # of Rx Fills Approved: 1 Dispense Quantity: 28 Film Substitution Allowed Written Date: [Current Date] NADEAN: [Ordering Practitioner's NADEAN #]".
  39. Click [Sign].
  40. Validate the 'Order grid' contains an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III) 1 Film, AS NEEDED" and an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III) 4 Film, AS NEEDED".
  41. Select the order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III) 1 Film, AS NEEDED" and click [Modify].
  42. Validate the 'Dose' field contains "1".
  43. Validate the 'Dose Unit' field contains "Film".
  44. Validate the 'Freq' field contains "As Needed".
  45. Validate the 'Start Date' field contains the current date.
  46. Validate the 'Start Time' field contains the current time.
  47. Validate the 'Stop Date' field contains a date that is 28 days in the future of the 'Start Date'.
  48. Validate the 'Stop Time' field contains a value that is one minute prior to the 'Start Time'.
  49. Validate the 'Directions' field contains "Place one (1) film under the tongue as needed".
  50. Set the 'Start Date' field to a date that is 25 days in the past.
  51. Validate the 'Start Time' field contains the current time.
  52. Validate the 'Stop Date' field contains a date that is 28 days in the future of the 'Start Date'.
  53. Validate the 'Stop Time' field contains a value that is one minute prior to the 'Start Time'.
  54. Set the 'Dose' field to "3" and click [Add to Scratchpad].
  55. Validate the 'Scratchpad' contains an order for "SUBOXONE 4 MG-1 MG FILM (Schedule III) 3 Film, AS NEEDED".
  56. Select the order in the 'Scratchpad'.
  57. Validate the 'Dose' field contains "3".
  58. Validate the 'Dose Unit' field contains "Film".
  59. Validate the 'Directions' field contains "Place three (3) films under the tongue as needed".
  60. Click [Update Order] and [Final Review].
  61. Validate the 'Interactions' dialog is displayed.
  62. Override all interactions and click [Save Override and Exit].
  63. Validate the 'Final Review' dialog is displayed and contains an order for "Suboxone 4 MG-1 MG Film (Schedule III) Place three (3) films under the tongue as needed Days Supply: 28 Number of Refills: 0 Total # of Rx Fills Approved: 1 Dispense Quantity: 84 Film Substitution Allowed Written Date: [Current Date] NADEAN: [Ordering Practitioner's NADEAN#]".
  64. Click [Sign].
  65. Validate the 'Order grid' contains an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III) 3 Film, AS NEEDED" with an 'Order Status' of "Active No Renew - Use Reorder" and an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III) 4 Film, AS NEEDED".
  66. Select the order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III)3 Film, AS NEEDED" with an 'Order Status' of "Active No Renew - Use Reorder" and click [Reorder].
  67. Validate the 'Dose' field contains "3".
  68. Validate the 'Dose Unit' field contains "Film"
  69. Validate the 'Directions' field contains "Place three (3) films under the tongue as needed".
  70. Set the 'Dose' field to "2" and click [Add to Scratchpad].
  71. Validate the 'Scratchpad' contains an order for "SUBOXONE 4 MG-1 MG FILM (Schedule III)2 Film, AS NEEDED".
  72. Select the order in the 'Scratchpad'.
  73. Validate the 'Dose' field contains "2".
  74. Validate the 'Dose Unit' field contains "Film"
  75. Validate the 'Freq' field contains "As Needed".
  76. Validate the 'Directions' field contains "Place two (2) films under the tongue as needed".
  77. Click [Cancel Update] and [Final Review].
  78. Validate the 'Interactions' dialog is displayed.
  79. Override all interactions and click [Save Override and Exit].
  80. Validate the 'Final Review' dialog is displayed and contains an order for "Suboxone 4 MG-1 MG Film (Schedule III) Place two (2) films under the tongue as needed Days Supply: 28 Number of Refills: 0 Total # of Rx Fills Approved: 1 Dispense Quantity: 56 Film Substitution Allowed Written Date: [Current Date] NADEAN: [Ordering Practitioner's NADEAN#]".
  81. Click [Sign].
  82. Validate the 'Order grid' contains an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III)2 Film, AS NEEDED" with an 'Order Status' of "Active".
  83. Select all orders and click [D/C], [Add to Scratchpad], and [Sign].
  84. Validate that no orders are displayed in the 'Order grid'.
Topics
• NX • Order Entry Console
Episode-based Widget inclusion in myAvatar NX Forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Initial Collaborative Psychological Assessment
Scenario 1: 'Form Designer' - Verification of episode selection for Widget included in form
Specific Setup:
  • Avatar form/modeled form where episode-based Widget (ex: 'Client Diagnoses' Avatar PM widget) is included in form display (via Form Designer 'Widgets To Display On Form' field)
Steps
  1. Open myAvatar form/modeled form where 'Client Diagnoses' Widget is included in form display. (Example: Avatar CWS 'Initial Collaborative Psychosocial Assessment' form)
  2. Select client and episode for form entry/display.
  3. Ensure Widget is displayed in form (as assigned via 'Form Designer').
  4. Ensure 'Client Diagnosis' episode-based Widget included in form displays only records/information for client episode selected in form pre-display.
  5. Ensure 'Client Diagnosis' episode-based Widget included in form does not display existing non-selected episode records/information for client.
Topics
• Form Designer • myAvatar NX Only • NX • Widgets
NX Performance
Internal Test Only
Topics
n/a
Registry setting - 'Enable Program Level 42 CFR Part 2 Regulations Check'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Consent For Access
  • Program Maintenance
Scenario 1: Validate registry setting- "Enable Program Level 42 CFR Part 2 Regulations Check"
Specific Setup:
  • The Avatar PM registry setting "Enable Program Level 42 CFR Part 2 Regulations Check" is set to "Y"
  • [Client A] is identified
  • [Program A] is identified
Steps
  1. Access the form "Consent for Access"
  2. Select [Client A]
  3. Validate the section "External Network" exists
  4. Validate the section "Referral" exists
  5. Validate the section "42 CFR Part 2" does not exist
  6. Close the form
  7. Access the form "Program Maintenance"
  8. Click Edit and select [Program A]
  9. Towards the bottom of the form, validate the section "Does this program meet 42 CFR Part 2 Regulations?" exists
  10. Close the form
  11. Access the form "Single Program Maintenance"
  12. Select [Program A]
  13. Towards the bottom of the form, validate the section "Does this program meet 42 CFR Part 2 Regulations?" exists
  14. Close the form
Topics
• NX
'Console Widget Viewer'
Scenario 1: Console Widget Viewer - validate print preview and print output
Specific Setup:
  • [User A] has the 'Primary All Documents Widget' and the 'Console Widget Viewer' on their home view
  • [Client A] has data filed in various forms.
Steps
  1. Select [Client A]
  2. Access the 'Primary All Documents Widget'
  3. Click the 'All Forms' tab
  4. Select the first desired form. For example 'Diagnosis'
  5. Click [Print Current]
  6. In the 'Console Widget Viewer', validate the print preview displays as expected without any truncation
  7. Select several other desired forms
  8. Click [Print All]
  9. In the 'Console Widget Viewer', validate the print preview displays as expected for all forms, without any truncation
  10. Click [Print]
  11. Validate the printed forms display as expected, without any truncation
Topics
• Console Widget • NX
'Client Banner' - allergy indicator
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
Scenario 1: Client Banner - Allergies indicator
Specific Setup:
  • [Client A] has 'Allergies' on file.
  • [Client B] does not have 'Allergies' on file.
  • [User A] has access to the 'myDay' view which displays the 'Client Banner' at the top.
Steps
  1. Access [Client A].
  2. In the "Client Banner", validate there is a "Red" triangle next to "Allergies" and the number of allergies on file for the client is in parentheses. For example, "Allergies (2)"
  3. In the "My Clients" list next to the client’s name, click the "Open Dashboard" icon.
  4. In the "Client Banner", validate there is a "Red" triangle next to "Allergies" and the number of allergies on file for the client is in parentheses.
  5. Click [Close].
  6. Access [Client B].
  7. In the "Client Banner", validate there is no triangle next to "Allergies" and (0) is displayed for the number of allergies.
  8. In the "My Clients" list next to the client’s name, click the "Open Dashboard" icon.
  9. In the "Client Banner", validate there is no triangle next to "Allergies" and (0) is displayed for the number of allergies.
  10. Click [Close].
Topics
• NX
Order Entry Console - Header and Label names.
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 - Order Entry Console - 'Use alternative header and label names in the OE Console' is set to "1"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Use alternative header and label names in the OE Console' registry setting must be set to "1". Note: This is a Netsmart staff only registry setting. Please contact your Netsmart representative to have this setting configured.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A)
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Validate the first tab is labeled "Orders This Admission".
  3. Validate the second tab is labeled "Medication History".
  4. Click the 'Admission Reconciliation' tab.
  5. Validate the list of orders on the left is labeled "Medication History (Pre-Admission)".
  6. Click the 'Discharge Reconciliation' tab.
  7. Validate the 'Scratchpad' on the right is labeled "Discharge Medications Scratchpad".
Topics
• NX • Order Entry Console
Order Entry Console (Orders This Episode section) - Taper/Titration
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 - Taper/Titrate - 24-hr - external pharmacy mode
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
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and Select “Prednisone 20 MG Tablet ORAL’ in the ‘New Order’ field.
  3. Click [Taper/Titrate].
  4. Validate the ‘Taper/Titrate’ dialog is displayed.
  5. Click [24-hr].
  6. Click [Add Step] twice.
  7. Set the 1st ‘Dose’ field to “1”.
  8. Validate the 1st ‘Dose Unit’ field contains “Tablet”.
  9. Select “2” in the 1st ‘Days’ field.
  10. Select “AS NEEDED” in the 1st ‘Frequency’ field.
  11. Set the 2nd ‘Dose’ field to “1”.
  12. Validate the 2nd ‘Dose Unit’ field contains “Tablet”.
  13. Select “3” in the 2nd ‘Days’ field.
  14. Select “AS NEEDED” in the 2nd ‘Frequency’ field.
  15. Set the 3rd ‘Dose’ field to “1”.
  16. Validate the 3rd ‘Dose Unit’ field contains “Tablet”.
  17. Select “5” in the 3rd ‘Days’ field.
  18. Select “AS NEEDED” in the 3rd ‘Frequency’ field.
  19. Click [Add to Scratchpad].
  20. Select the 1st order in the ‘Scratchpad’.
  21. Select “Tablet” in the ‘Dispense Qty Unit’ field and click [Update Order].
  22. Select the 2nd order in the ‘Scratchpad’.
  23. Select “Tablet” in the ‘Dispense Qty Unit’ field and click [Update Order].
  24. Select the 3rd order in the ‘Scratchpad’.
  25. Select “Tablet” in the ‘Dispense Qty Unit’ field and click [Update Order].
  26. Click [Final Review].
  27. Validate the ‘Interactions’ dialog is displayed.
  28. Override all interactions and click [Save Override and Exit].
  29. Validate the ‘Final Review’ dialog is displayed.
  30. Select “None” for all orders in the ‘Output’ field and click [Sign].
  31. Validate the ‘Order grid’ contains three orders for “Prednisone 20 MG Table ORAL”.
Topics
• NX • Order Entry Console
My Calendar widget
Scenario 1: myCalendar Widget - Validate right click functionality to open forms
Specific Setup:
  • Have two users [User A & B] who are staff members.
  • [User A] is assigned to a user role in form 'User Definition'. [User B] is not assigned to a user role.
  • [User A] is set up with the desired forms in 'User Role Definition' > 'Appointment Scheduling' > 'Select Forms'.
  • [User B] is set up with the desired forms in 'User Definition' > 'Appointment Scheduling' > 'Select Forms'.
  • [User A & B] have the 'MY CALENDAR' widget added to the 'myDay' view which displays an existing appointment.
  • Login as [User A].
Steps
  1. Navigate to the 'MY CALENDAR' widget.
  2. Validate there is an existing appointment.
  3. Right-click and validate the desired forms display.
  4. Select each desired form and validate it opens and displays data as expected.
  5. Logoff.
  6. Login as [User B].
  7. Navigate to the 'MY CALENDAR' widget.
  8. Validate there is an existing appointment.
  9. Right-click and validate the desired forms display.
  10. Select each desired form and validate it opens and displays data as expected.
Topics
• myAvatar/myAvatar NX • NX
Home Medications - Multiple compliances for 'Client Reported' orders.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
Scenario 1: OE NX - Home Medications - Client Reported - New Order, Make Rx, Compliance and Discontinue
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Access the 'Home Medications' tab.
  3. Check the 'Client Reported' checkbox.
  4. Search for and select "Lisinopril 40 MG Tablet Oral" in the 'New Order' field.
  5. Click [Save].
  6. Select the "Lisinopril 40 MG Tablet Oral" order and click [Make RX].
  7. Set the 'Dose' field to "1".
  8. Validate the 'Dose Unit' field contains "Tablet".
  9. Select "DAILY" from the 'Frequency' field.
  10. Select "No Entry" from the 'Diagnosis' field.
  11. Set the 'Dispense Qty' field to "28".
  12. Validate the 'Dispense Qty Unit' field contains "Tablet".
  13. Click [Add to Scratchpad].
  14. Validate the 'Scratchpad' contains the order for "Lisinopril 40 MG Tablet Oral 40 MG Tablet Take one (1) tablet by mouth daily (Refills: 0, Dispense Quantity: 28)".
  15. Click [Final Review].
  16. Validate the 'Final Review' dialog is displayed and click [Sign].
  17. Search for and select "Warfarin 2 MG Tablet Oral" in the 'New Order' field.
  18. Click [Save].
  19. Validate the 'Order grid' contains the following orders: "Lisinopril 40 MG Tablet Oral 40 MG Tablet Take one (1) tablet by mouth daily (Refills: 0, Dispense Quantity: 28)" and "Warfarin - 2 MG, TAB, PO".
  20. Select both orders "Lisinopril 40 MG Tablet Oral 40 MG Tablet Take one (1) tablet by mouth daily (Refills: 0, Dispense Quantity: 28)", "Warfarin - 2 MG, TAB, PO" in the 'Order grid'.
  21. Click [Compliance].
  22. Select "Taking as Prescribed" from the 'Compliance' field.
  23. Click [Save].
  24. Validate the 'Order grid' contains an order for "Lisinopril 40 MG" and an order for "Warfarin 2 MG" with compliance information displayed in the 'Last Compliance' field.
Topics
• NX • Order Entry Console
Progress Notes - future scheduled appointment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Progress Notes
Scenario 1: Progress Notes - validate adding a note for a 'future' appointment time files as expected
Specific Setup:
  • [Client A] has an existing episode [Episode A], with a future scheduled appointment, [Appointment A]
Steps
  1. Access the form 'Progress Notes (Group and Individual)'
  2. Select [Client A]
  3. Select [Episode A]
  4. Click 'Existing Appointment' from the 'Progress Note For' field
  5. Select [Appointment A] from the 'Note Addresses Which Existing Service/Appointment' field
  6. Select desired value from the 'Note Type' field
  7. Set the 'Notes Field' text area to desired value
  8. Click 'Draft' from the 'Draft/Final' field
  9. Select 'No' from the 'Is there a Risk of Suicide for this client?' field
  10. Click [Submit Note] and validate it files as expected
  11. Close the form
Topics
• NX • Progress Notes (Group And Individual)
Avatar OE - AOE Questions
Internal Test Only
Topics
n/a
Quick Billing - Quick Billing Tasks to Execute
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Quick Billing
Scenario 1: Quick Billing - Print Crystal Self Pay Bill - Validating buttons on this section
Specific Setup:
  • An existing client is identified.
Steps
  1. Open the ‘Quick Billing’ form.
  2. Set the field ‘Add New Or Edit Existing Quick Billing Batch’ to 'Add New'.
  3. Select the 'Print Crystal Self Pay Bill' section.
  4. Validate the 'Select By Client Or File' is a radio group contains two options: the first one is 'By Client' radio button and the second is 'By File' radio button.
  5. Click the 'By Client' radio button and verify the button is clickable.
  6. Click the 'By File' radio button and verify the button is clickable.
  7. Validate the 'Individual Or All Claims' field is a radio group and contains two options: first one is 'All' radio button and the second is 'Individual' radio button.
  8. Click the 'Quick Billing' section.
  9. Set the field ‘Add New Or Edit Existing Quick Billing Batch’ to 'Edit Existing'.
  10. Select the 'Print Crystal Self Pay Bill' section.
  11. Validate the 'Select By Client Or File' is a radio group contains two options: the first one is 'By Client' radio button and the second is 'By File' radio button.
  12. Click the 'By Client' radio button and verify the button is clickable.
  13. Click the 'By File' radio button and verify the button is clickable.
  14. Validate the 'Individual Or All Claims' field is a radio group and contains two options: first one is 'All' radio button and the second is 'Individual' radio button.
  15. If desired, click [Delete Self Pay Bill].
  16. Click [OK].
  17. Click [OK].
  18. Close the form.
Topics
• NX • Quick Billing
myAvatar NX Modeled Forms Event Definition
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ANSA TX
Scenario 1: Avatar NX Modeled Forms - Verification of 'Enable Specific Objects On Event' and 'Disable Specific Objects On Event' Event Definition
Specific Setup:
  • RADplus Modeled Form including one or more field with 'Enable Specific Objects On Event' and/or 'Disable Specific Objects On Event' Event Definition defined (via 'Form Definition')
Steps
  1. Open Modeled Form in myAvatar NX. (Example: 'ANSA TX' Modeled Form)
  2. Select client/episode for form entry if applicable.
  3. In Modeled Form, navigate to field with 'Enable Specific Objects On Event' and/or 'Disable Specific Objects On Event' Event Definition. (Example: 'Danger To Others' field)
  4. Select/enter value defined in Event Logic to Enable/Disable specific objects/fields.
  5. Ensure that fields/objects designated to become enabled (via 'Enable Specific Objects On Event' in 'Form Definition') are enabled in form on entry/selection of defined value.
  6. Ensure that fields/objects designated to become disabled (via 'Disable Specific Objects On Event' in 'Form Definition') are disabled in form on entry/selection of defined value.
  7. Ensure that existing values in fields enabled/disabled via Event Logic are not cleared/removed from enabled/disabled specific objects/fields if not explicitly defined to be cleared (via 'Form Definition').
Topics
• Modeling • NX
Order Entry Console (Admission Medication Reconciliation section)
Internal Test Only
Topics
n/a
Avatar NX 'State Form File Generation' form
Internal Test Only
Topics
n/a
OE NX - Reason Text
Internal Test Only
Topics
n/a
Undocked Progress Notes
Internal Test Only
Topics
• NX • Treatment Plan
NX – Diagnosis – Diagnosis Search
Internal Test Only
Topics
n/a
Order Entry Console - Orders This Episode section
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 - Interactions - Allergy warning
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 ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "Client A" must not have any information filed in the ‘Allergies and Hypersensitivities’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ALEVE 220 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Select "EVERY DAY" in the 'Freq' field.
  6. Set the 'Duration' field to "12" and click [Days].
  7. Validate the 'Days Supply' field contains "12".
  8. Validate the 'Dispense Qty' field contains "12".
  9. Select "Tablet" in the 'Dispense Qty Unit' field.
  10. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily".
  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 'Final Review' dialog is displayed.
  15. Select "None" in the 'Output' field and click [Sign].
  16. Validate the 'Order grid' contain an order for "ALEVE 220 MG ORAL TABLET 1 Tablet, EVERY DAY".
Topics
• NX • Order Entry Console
OE NX - Order Group
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Order Group - One Time Only Frequency - Custom Administration Time
Specific Setup:
  • An order group (Order Group A) must have an order code (Order Code A) configured with a "One Time Only" frequency code and a default duration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" from the 'New Order' field.
  3. Validate the 'Order Group' dialog displays and select "Order Code A".
  4. Set the 'Dose' field to "2".
  5. Select "Tablet" from the 'Dose Unit' field.
  6. Select "ONE TIME ONLY" from the 'Freq' field.
  7. Set the 'Duration' field to "1" and click [Days].
  8. Validate the 'Start Date' field contains the current date.
  9. Validate the 'Start Time' field contains the current time.
  10. Validate the 'Stop Date' field contains a date that is 1 day in the future of the 'Start Date'.
  11. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
  12. Set the 'Duration' field to "48" and click [Hours].
  13. Validate the 'Start Date' field contains the current date.
  14. Validate the 'Start Time' field contains the current time.
  15. Validate the 'Stop Date' field contains a date that is 2 days in the future of the 'Start Date'.
  16. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
  17. Validate the 'Duration' field contains "48" and click [Minutes].
  18. Validate the 'Start Date' field contains the current date.
  19. Validate the 'Start Time' field contains the current time.
  20. Validate the 'Stop Date' field contains the current date.
  21. Validate the 'Stop Time' contains a time that is 48 minutes in the future of the 'Start Time'.
  22. Set the 'Duration' field to "1" and click [Days]
  23. Click [Custom].
  24. Set the 1st 'Scheduled Administration Time' field to "0900" and click [Save] and [Add to Scratchpad].
  25. Select "Order Code A" from the 'Scratchpad'.
  26. Validate the 'First Dose Date' field is equal to the next available date based on the 'Scheduled Administration Time'.
  27. Validate the 'First Dose Time' field is equal to "09:00 AM".
  28. Click [Update Order] and [Sign].
  29. Override all interactions and click [Save Override and Exit].
  30. Validate the 'Order grid' contains an order for "Order Code A 2 Tablet, ONE TIME ONLY, 09:00 AM".
Topics
• NX • Order Entry Console
Avatar NX - Views
Scenario 1: Avatar NX - Validate toggling between multiple "Views" and forms
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A user [UserA], must have multiple views (4 or more) associated to their myDay view. For this example [View1], [View2], [View3], [View4] are used
  • [UserA] has access to the "Scheduling Calendar", "Clinical Document Viewer" and "Bed Management" forms, for testing
  • Log in as [UserA]
Steps
  1. At the "myDay" view, select [ClientA]
  2. Click [View1] and then quickly click back to the "myDay" view
  3. Validate both views loaded in a timely manner
  4. Click [View2] and then quickly click back to the [View1]
  5. Validate both views loaded in a timely manner
  6. Click [View3] and then quickly click back to the [View2]
  7. Validate both views loaded in a timely manner
  8. Click [View4] and then quickly click back to the [View3]
  9. Validate both views loaded in a timely manner
  10. Click [View1] and then quickly click back to the [View4]
  11. Validate both views loaded in a timely manner
  12. Click the "myDay" view and then quickly click back to [View1]
  13. Validate both views loaded in a timely manner
  14. In the search prompt, search for the "Scheduling Calendar" form
  15. Click the "Undock" link to open the form in a new window
  16. Click [View2] and click [View2]
  17. Validate both views loaded in a timely manner
  18. Back on the first window, click the "Start" button
  19. Validate the "Scheduling Calendar" form loads successfully
  20. Add a new appointment for [ClientA]
  21. Click [Submit]
  22. Click [Dismiss]
  23. Return to the "Scheduling Calendar" form
  24. Validate the appointment added in step10 is present as expected
  25. Click Dismiss
  26. Click [View3] and click [View4]
  27. Validate both views loaded in a timely manner
  28. In the search prompt, search for the "Clinical Document Viewer" form
  29. Click [Close]
  30. Click [View1] and click [View2]
  31. Validate both views loaded in a timely manner
  32. In the search prompt, search for the "Bed Management" form
  33. Click [View4] and click [View2]
  34. Validate both views loaded in a timely manner
  35. In the "Bed Management" form
  36. Select a "Unit" and a "Room"
  37. Click the [Bed Management] button
  38. Validate the "Bed Management" grid is displayed
  39. Click [Close]
  40. Click [Dismiss]
Topics
• NX • View Definition
Launching Lab Results in the Order Entry Console (Orders This Episode section).
Internal Test Only
Topics
n/a
Home Medications - Voiding 'Client Reported' orders.
Internal Test Only
Topics
n/a