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Avatar NX User Interface Update 2022.01.00 Acceptance Tests

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AV-65657 Summary | Details
Treatment Plan - 'Problems' and 'Plan Participants' grids
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - Form Validations
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Document Routing is enabled on the 'Treatment Plan' Form.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Validate the 'Problems' label displays above the 'Problems' grid.
  6. Validate the 'Plan Participants' label displays above the 'Plan Participants' grid.
  7. Populate any desired fields.
  8. Click [Submit].
Topics
• NX • Treatment Plan
AV-69227 Summary | Details
Order Entry Console (Orders This Episode section) - Taper/Titrate order - Calendar
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: Order Entry Console - Taper/Titrate - Calendar
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 and select "PRILOSEC (26433) 10 MG CAPSULE, DELAYED RELEASE ORAL" in the 'New Order' field.
  3. Click [TAPER/TITRATE].
  4. Validate the 'Taper/Titrate' dialog contains the order "PRILOSEC(10 MG) CAPSULE, DELAYED RELEASE (Capsule) ORAL".
  5. Validate [Calendar] is selected.
  6. Set the 'Dose' field to "2".
  7. Validate the 'Dose Unit' field contains "Capsule".
  8. Validate "1" is displayed in the 'Days' field.
  9. Select "AS NEEDED" in the 'Freq' field.
  10. Click [Add Step].
  11. Set the 2nd 'Dose' field to "3".
  12. Validate the 2nd 'Dose Unit' field contains "Capsule".
  13. Validate the 2nd 'Days' field contains "1".
  14. Select "AS NEEDED" in the 2nd 'Freq' field.
  15. Click [Add to Scratchpad].
  16. Click the 1st order in the 'Scratchpad'.
  17. Validate the 'Stop Time' field contains "11:59 PM".
  18. Select "Capsule" from the 'Dispense Qty Unit' field.
  19. Click [Update Order].
  20. Click the 2nd order in the 'Scratchpad'.
  21. Select "Capsule" from the 'Dispense Qty Unit' field.
  22. Click [Update Order] and [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 both steps of the Taper/Titration order created.
Topics
• NX • Order Entry Console
AV-69234 Summary | Details
Confirm 'Dose Times' dialog is added to Give Initial Dose Now functionality in 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: First Dose Now - Second Dose "OK to Administer" - no changes - table valildation
Specific Setup:
  • Must have a frequency code of "Twice a Day" with administration times of "09:00 AM" and "09:00 PM".
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ATIVAN 1 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "TWICE A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "09:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM".
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  11. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  12. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  13. Validate that the 'Second Dose Date Calendar' button is enabled.
  14. Validate that the 'Second Dose Time' field is not required, enabled and contains "09:00 PM".
  15. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  16. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  17. Validate that the 'Third Dose Date' field is not required, disabled and contains tomorrow's date.
  18. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 AM".
  19. Validate that [Save] is disabled.
  20. Validate that [Do Not Give Initial Dose Now] is enabled.
  21. Select "Ok to Administer" in the 'Select One' field.
  22. Validate that [Save] is enabled.
  23. Click [Save].
  24. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  25. Set the 'Duration' field to "30" and select [Days].
  26. Validate that the 'Start Date' field is required, disabled and contains the current date.
  27. Validate that the 'Start Time' field is required, disabled and contains the current time.
  28. Validate that the 'Stop Date' field is required, enabled and contains a date that is 30 days in the future of the 'Start Date'.
  29. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  30. Click [Add to Scratchpad] and [Sign].
  31. Validate that the 'Interactions' dialog is displayed.
  32. Override all interaction and click [Save Override and Exit].
  33. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET".
  34. Select the 'eMAR' widget.
  35. Validate that the 'Administration Date' field contains the current date.
  36. Validate that the order for "Ativan" is displayed with hours of administration under the current date.
  37. Validate that the 'Order Description' for the "Ativan" order contains "Give Initial Dose Now" at the top of the cell.
  38. Validate that the order contains a "Now" watermark.
  39. Validate that a dashed line is displayed in the first cell under the current date.
  40. Validate that the date that the order was filed (current date)is displayed in second cell under the current date. This is in military time format ####.
  41. Validate that "2100" is displayed in the third cell under the current date, which is the equivalent of "09:00 PM".
  42. Set the 'Administration Date' field to tomorrow's date.
  43. Click [Refresh].
  44. Validate that "0900" is displayed in the first cell under tomorrow's date, which is the equivalent of "09:00 AM".
  45. Validate that "2100" is displayed in the second cell under tomorrow's date, which is the equivalent of "09:00 PM".
  46. Create a report using the 'OrderEntry.history_client_order' table and include the following fields: 'PATID', 'order_description', 'order_unique_id', 'frequency_description', 'reschd_1st_dose_date', 'reschd_1st_dose_time', 'reschd_2nd_dose_date', 'reschd_2nd_dose_skip_code', 'reschd_2nd_dose_skip_val', and 'reschd_2nd_dose_time'.
  47. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  48. Validate the 'order_unique_id' contains the order # associated to the order that was just created. This can be found in the 'Order Type' column in the 'Order grid' in the Order Entry Console (Orders This Episode section).
  49. Validate the 'frequency_description' contains "TWICE A DAY".
  50. Validate the 'reschd_1st_dose_date' contains the current date.
  51. Validate the 'reschd_1st_dose_time' contains the current time (the time the order has in the 'First Dose Time' field).
  52. Validate the 'reschd_2nd_dose_date' contains the current date.
  53. Validate the 'reschd_2nd_dose_skip_code' contains "ADMIN".
  54. Validate the 'reschd_2nd_dose_skip_val' contains "Ok to Administer".
  55. Validate the 'reschd_2nd_dose_time' contains "09:00 PM".
  56. Create a report using the 'eMAR.eMAR_rescheduled_hours' table and include the following fields: 'PATID', 'order_number', 'original_date', 'original_time', 'reason_text', 'rescheduled_date', 'rescheduled_time',
  57. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  58. Filter a second time by the 'order_number' and select the 'Order #' of the order that was just created. This can be found in the 'Order Type' column of the 'Order grid' in the 'Order Entry Console'.
  59. Validate the 'PATID' contains the 'PATID' associated to Client A.
  60. Validate the 'original_date' contains a date that is two days in the past.
  61. Validate the 'original_time' contains "12:00:00".
  62. Validate the 'reason_text' contains "OE Console Give Initial Dose Now".
  63. Validate the 'rescheduled_date' contains the current date.
  64. Validate the 'rescheduled_time' contains the current time that the order was filed in the format of ##:##:##.
Scenario 2: First Dose Now - Second Dose "Skip" - table validation
Specific Setup:
  • Must have a frequency code of "3 TIMES A DAY" with administration times of "09:00 AM", "03:00 PM" and "09:00 PM".
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Set the 'New Order' field to any pharmacy-type order code (ex. Ativan 1 MG TABLET ORAL)
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "3 TIMES A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "03:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM" and before the second hour of administration.
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  11. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  12. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  13. Validate that the 'Second Dose Date Calendar' button is enabled.
  14. Validate that the 'Second Dose Time' field is not required, enabled and contains "03:00 PM".
  15. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  16. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  17. Validate that the 'Third Dose Date' field is not required, disabled and contains the current date.
  18. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 PM".
  19. Validate that [Save] is disabled.
  20. Validate that [Do Not Give Initial Dose Now] is enabled.
  21. Select "Skip" in the 'Select One' field.
  22. Validate that the 'Second Dose Date' is not required, disabled and contains the current date.
  23. Validate that the 'Second Dose Date Calendar' button is disabled.
  24. Validate that the 'Second Dose Time' field is not required, disabled and contains "03:00 PM".
  25. Validate that [Save] is enabled.
  26. Click [Save].
  27. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  28. Click [Edit].
  29. Validate that the 'Confirm Dose Times' dialog is displayed.
  30. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  31. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  32. Validate that the 'Second Dose Date' is not required, disabled and contains the current date.
  33. Validate that the 'Second Dose Date Calendar' button is disabled.
  34. Validate that the 'Second Dose Time' field is not required, disabled and contains "03:00 PM".
  35. Validate that the 'Select One' field has "Skip" selected.
  36. Validate that the 'Third Dose Date' field is not required, disabled and contains the current date.
  37. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 PM".
  38. Click [Save].
  39. Set the 'Duration' field to "30" and select [Days].
  40. Validate that the 'Start Date' field is required, disabled and contains the current date.
  41. Validate that the 'Start Time' field is required, disabled and contains the current time.
  42. Validate that the 'Stop Date' field is required, enabled and contains a date that is 30 days in the future of the 'Start Date'.
  43. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  44. Click [Add to Scratchpad] and [Sign].
  45. Validate that the 'Interactions' dialog is displayed.
  46. Override all interaction and click [Save Override and Exit].
  47. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET".
  48. Return to the HomeView
  49. Access Avatar eMAR.
  50. Validate that the 'Administration Date' field contains the current date.
  51. Select "Client A" in the 'Client' field.
  52. Validate that Order A is displayed int he 'Order Description' column.
  53. Validate that the 'Order Description' cell contains "Give Initial Dose Now" at the top of the cell.
  54. Validate that the order contains a "Now" watermark.
  55. Validate that a dashed line is displayed in the first cell under the current date.
  56. Validate that the date that the order was filed (current date)is displayed in second cell under the current date. This is in military time format ####.
  57. Validate that "2100" is displayed in the third cell under the current date, which is the equivalent of "09:00 PM".
  58. Set the 'Administration Date' field to tomorrow's date.
  59. Click [Refresh].
  60. Validate that "0900" is displayed in the first cell under tomorrow's date, which is the equivalent of "09:00 AM".
  61. Validate that "1500" is displayed in the first cell under tomorrow's date, which is the equivalent of "03:00 PM".
  62. Validate that "2100" is displayed in the second cell under tomorrow's date, which is the equivalent of "09:00 PM".
  63. Create a report using the 'OrderEntry.history_client_order' table and include the following fields:
  64. PATID
  65. order_description
  66. order_unique_id
  67. frequency_description
  68. reschd_1st_dose_date
  69. reschd_1st_dose_time
  70. reschd_2nd_dose_date
  71. reschd_2nd_dose_skip_code
  72. reschd_2nd_dose_skip_val
  73. reschd_2nd_dose_time'.
  74. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  75. Validate the 'PATID' contains Client A's "PATID".
  76. Validate the 'order_unique_id' contains the order # associated to the order that was just created.This can be found in the 'Order Type' column in the 'Order grid' in the Order Entry Console (Orders This Episode section).
  77. Validate the 'frequency_description' contains "3 TIMES A DAY".
  78. Validate the 'reschd_1st_dose_date' contains the current date.
  79. Validate the 'reschd_1st_dose_time' contains the current time (the time the order has in the 'First Dose Time' field).
  80. Validate the 'reschd_2nd_dose_date' contains the current date.
  81. Validate the 'reschd_2nd_dose_skip_code' contains "SKIP"
  82. Validate the 'reschd_2nd_dose_skip_val' contains "Skip"
  83. Validate the 'reschd_2nd_dose_time' contains "03:00 PM"
  84. Create a report using the 'eMAR.eMAR_rescheduled_hours' table and include the following fields:
  85. PATID
  86. order_number
  87. original_date
  88. original_time
  89. reason_text
  90. rescheduled_date
  91. rescheduled_time
  92. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  93. Filter a second time by the 'order_number' and select the 'Order #' of the order that was just created. This can be found in the 'Order Type' column of the 'Order grid' in the 'Order Entry Console'.
  94. Validate the 'PATID' contains the 'PATID' associated to Client A.
  95. Validate the 'original_date' contains the current date.
  96. Validate the 'original_time' contains "15:00:00", which is 03:00 PM.
  97. Validate the 'reason_text' contains "OE Console Give Initial Dose Now".
  98. Validate the 'rescheduled_date' contains the current date.
  99. Validate the 'rescheduled_time' contains the current time that the order was filed in the format of ##:##:##.
Scenario 3: First Dose Now - Second Dose "OK to Administer" - changes - table validation
Specific Setup:
  • Must have a frequency code of "Twice a Day" with administration times of "09:00 AM" and "09:00 PM".
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Set the 'New Order' field to any pharmacy-type order code (ex. Ativan 1 MG TABLET ORAL)
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "TWICE A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "09:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM".
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate the '1st First Dose' field is equal to the current time.
  11. Click [Do Not Give Initial Dose Now].
  12. Validate the 'First Dose Time' field is equal to "09:00 PM".
  13. Validate the 'Start Time' field is equal to the time when the order code was selected.
  14. Click [Yes] next to 'Give Initial Dose Now'.
  15. Validate that the 'Confirm Dose Times' dialog is displayed.
  16. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  17. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  18. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  19. Validate that the 'Second Dose Date Calendar' button is enabled.
  20. Validate that the 'Second Dose Time' field is not required, enabled and contains "09:00 PM".
  21. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  22. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  23. Validate that the 'Third Dose Date' field is not required, disabled and contains tomorrow's date.
  24. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 AM".
  25. Validate that [Save] is disabled.
  26. Validate that [Do Not Give Initial Dose Now] is enabled.
  27. Enter tomorrow's date in the 'Second Dose Date' field.
  28. Enter "0000" in the 'Second Dose Time' field and tab out of the field.
  29. Validate that the 'Second Dose Time' field contains "12:00 AM".
  30. Select "Ok to Administer" in the 'Select One' field.
  31. Validate that [Save] is enabled.
  32. Click [Save].
  33. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  34. Set the 'Duration' field to "5" and select [Days].
  35. Validate that the 'Start Date' field is required, disabled and contains the current date.
  36. Validate that the 'Start Time' field is required, disabled and contains the current time.
  37. Validate that the 'Stop Date' field is required, enabled and contains a date that is 5 days in the future of the 'Start Date'.
  38. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  39. Click [Add to Scratchpad] and [Sign].
  40. Validate that the 'Interactions' dialog is displayed.
  41. Override all interaction and click [Save Override and Exit].
  42. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET".
  43. Create a report using the 'OrderEntry.history_client_order' table and include the following fields:
  44. PATID
  45. order_description
  46. order_unique_id
  47. frequency_description
  48. reschd_1st_dose_date
  49. reschd_1st_dose_time
  50. reschd_2nd_dose_date
  51. reschd_2nd_dose_skip_code
  52. reschd_2nd_dose_skip_val
  53. reschd_2nd_dose_time'.
  54. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  55. Validate the 'PATID' contains Client A's "PATID".
  56. Validate the 'order_unique_id' contains the order # associated to the order that was just created.This can be found in the 'Order Type' column in the 'Order grid' in the Order Entry Console (Orders This Episode section).
  57. Validate the 'frequency_description' contains "TWICE A DAY".
  58. Validate the 'reschd_1st_dose_date' contains the current date.
  59. Validate the 'reschd_1st_dose_time' contains the current time (the time the order has in the 'First Dose Time' field).
  60. Validate the 'reschd_2nd_dose_date' contains tomorrow's date.
  61. Validate the 'reschd_2nd_dose_skip_code' contains "ADMIN".
  62. Validate the 'reschd_2nd_dose_skip_val' contains "Ok to Administer".
  63. Validate the 'reschd_2nd_dose_time' contains "12:00 AM".
  64. Create a report using the 'eMAR.eMAR_rescheduled_hours' table and include the following fields:
  65. PATID
  66. order_number
  67. original_date
  68. original_time
  69. reason_text
  70. rescheduled_date
  71. rescheduled_time
  72. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  73. Filter a second time by the 'order_number' and select the 'Order #' of the order that was just created. This can be found in the 'Order Type' column of the 'Order grid' in the 'Order Entry Console'.
  74. Validate that there are two rows of data
  75. Validate the 'PATID' contains the 'PATID' associated to Client A for row 1.
  76. Validate the 'original_date' contains a date that is two days in the past for row 1.
  77. Validate the 'original_time' contains "12:00:00" for row 1.
  78. Validate the 'reason_text' contains "OE Console Give Initial Dose Now" for row 1.
  79. Validate the 'rescheduled_date' contains the current date for row 1.
  80. Validate the 'rescheduled_time' contains the current time that the order was filed in the format of ##:##:## for row 1
  81. Validate the 'PATID' contains the 'PATID' associated to Client A for row 2.
  82. Validate the 'original_date' contains the current date for row 2.
  83. Validate the 'original_time' contains "21:00:00" for row 2.
  84. Validate the 'reason_text' contains "OE Console Give Initial Dose Now" for row 2.
  85. Validate the 'rescheduled_date' contains tomorrow's date for row 2.
  86. Validate the 'rescheduled_time' contains "0:00:00", which is the equivalent of 12:00 AM for row 2.
Scenario 4: First Dose Now - Copy validation - verify Give Initial Dose Now is not pressed.
Specific Setup:
  • Must have a frequency code of "3 TIMES A DAY" with administration times of "09:00 AM", "03:00 PM" and "09:00 PM".
  • Client A must have an existing pharmacy-type order with a Frequency of "3 TIMES A DAY" in which 'Give Initial Dose Now' - [Yes] was selected. (Order A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Set the 'New Order' field to any pharmacy-type order code (ex. Ativan 1 MG TABLET ORAL)
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "3 TIMES A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "03:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM" and before the second hour of administration.
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  11. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  12. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  13. Validate that the 'Second Dose Date Calendar' button is enabled.
  14. Validate that the 'Second Dose Time' field is not required, enabled and contains "03:00 PM".
  15. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  16. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  17. Validate that the 'Third Dose Date' field is not required, disabled and contains the current date.
  18. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 PM".
  19. Validate that [Save] is disabled.
  20. Validate that [Do Not Give Initial Dose Now] is enabled.
  21. Select "Skip" in the 'Select One' field.
  22. Validate that the 'Second Dose Date' is not required, disabled and contains the current date.
  23. Validate that the 'Second Dose Date Calendar' button is disabled.
  24. Validate that the 'Second Dose Time' field is not required, disabled and contains "03:00 PM".
  25. Validate that [Save] is enabled.
  26. Click [Save].
  27. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  28. Set the 'Duration' field to "30" and select [Days].
  29. Validate that the 'Start Date' field is required, disabled and contains the current date.
  30. Validate that the 'Start Time' field is required, disabled and contains the current time.
  31. Validate that the 'Stop Date' field is required, enabled and contains a date that is 30 days in the future of the 'Start Date'.
  32. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  33. Click [Add to Scratchpad] and [Sign].
  34. Validate that the 'Interactions' dialog is displayed.
  35. Override all interaction and click [Save Override and Exit].
  36. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET" and select the order.
  37. Click [Copy].
  38. 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.)".
  39. Click [No].
  40. Validate that [Yes] next to 'Give Initial Dose Now' is not pressed.
  41. Validate the 'Start Date' field is enabled.
  42. Validate the 'Start Time' field is enabled.
Scenario 5: First Dose Now - Modify validation - verify Give Initial Dose Now is not pressed.
Specific Setup:
  • Must have a frequency code of "3 TIMES A DAY" with administration times of "09:00 AM", "03:00 PM" and "09:00 PM".
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Set the 'New Order' field to any pharmacy-type order code (ex. Ativan 1 MG TABLET ORAL)
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "3 TIMES A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "03:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM" and before the second hour of administration.
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  11. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  12. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  13. Validate that the 'Second Dose Date Calendar' button is enabled.
  14. Validate that the 'Second Dose Time' field is not required, enabled and contains "03:00 PM".
  15. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  16. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  17. Validate that the 'Third Dose Date' field is not required, disabled and contains the current date.
  18. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 PM".
  19. Validate that [Save] is disabled.
  20. Validate that [Do Not Give Initial Dose Now] is enabled.
  21. Select "Skip" in the 'Select One' field.
  22. Validate that the 'Second Dose Date' is not required, disabled and contains the current date.
  23. Validate that the 'Second Dose Date Calendar' button is disabled.
  24. Validate that the 'Second Dose Time' field is not required, disabled and contains "03:00 PM".
  25. Validate that [Save] is enabled.
  26. Click [Save].
  27. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  28. Set the 'Duration' field to "30" and select [Days].
  29. Validate that the 'Start Date' field is required, disabled and contains the current date.
  30. Validate that the 'Start Time' field is required, disabled and contains the current time.
  31. Validate that the 'Stop Date' field is required, enabled and contains a date that is 30 days in the future of the 'Start Date'.
  32. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  33. Click [Add to Scratchpad] and [Sign].
  34. Validate that the 'Interactions' dialog is displayed.
  35. Override all interaction and click [Save Override and Exit].
  36. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET" and select the order.
  37. Click [Modify].
  38. Validate that [Yes] next to 'Give Initial Dose Now' is not pressed.
  39. Validate the 'Start Date' field is enabled.
  40. Validate the 'Start Time' field is enabled.
Scenario 6: First Dose Now - Reorder validation - verify Give Initial Dose Now is not pressed.
Specific Setup:
  • Must have a frequency code of "TWICE A DAY" with administration times of "09:00 AM" and "09:00 PM".
  • Client A must have an existing pharmacy-type order with a Frequency of "TWICE A DAY" in which 'Give Initial Dose Now' - [Yes] was selected, for 8 doses and the order has a status of "No Renew - Use Reorder". (Order A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "TWICE A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "09:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM".
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  11. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  12. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  13. Validate that the 'Second Dose Date Calendar' button is enabled.
  14. Validate that the 'Second Dose Time' field is not required, enabled and contains "09:00 PM".
  15. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  16. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  17. Validate that the 'Third Dose Date' field is not required, disabled and contains tomorrow's date.
  18. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 AM".
  19. Validate that [Save] is disabled.
  20. Validate that [Do Not Give Initial Dose Now] is enabled.
  21. Select "SKIP" in the 'Select One' field.
  22. Validate that [Save] is enabled.
  23. Click [Save].
  24. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  25. Set the 'Duration' field to "8" and select [Doses].
  26. Validate that the 'Start Date' field is required, disabled and contains the current date.
  27. Validate that the 'Start Time' field is required, disabled and contains the current time.
  28. Validate that the 'Stop Date' field is required, enabled and contains a date that is 4 days in the future of the 'Start Date'.
  29. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  30. Click [Add to Scratchpad] and [Sign].
  31. Validate that the 'Interactions' dialog is displayed.
  32. Override all interaction and click [Save Override and Exit].
  33. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET" and select the order.
  34. Click [Reorder].
  35. Validate that [Yes] next to 'Give Initial Dose Now' is not pressed.
Scenario 7: Give Initial Dose Now - No Admin times
Specific Setup:
  • Must have a frequency code of "Every 14 Days" with no administration times.
  • 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 any pharmacy-type order code in the 'New Order' field.
  3. Enter "2" in the 'Dose' field
  4. Select "Tablet" in the 'Dose Unit' field.
  5. Select "Every 14 Days" in the 'Freq' field.
  6. Click [Yes] next to 'Give Initial Dose Now'.
  7. Enter "5" in the 'Duration' field and select [Days].
  8. Click [Add to Scratchpad] and [Sign].
  9. Validate that the 'Order grid' contains the new order.
Scenario 8: OE NX - Order Entry Console (Orders This Episode section) - 'First Dose Date/Time' fields, 'Skip 1st Dose' and 'Give Initial Dose Now' functionality
Specific Setup:
  • Three Frequency Codes must exist.
  • One that has no hours of Administration (Daily).
  • One with hours of administration of "09:00 AM", "02:00 PM", and "09:00 PM". (3 Times A Day)
  • One that is set up to be an interval frequency code. (Every 4 Hours)
  • 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 any pharmacy-type order code in the 'New Order' field.
  3. Select "3 Times A Day" in the 'Freq' field.
  4. Validate the 'First Dose Date' field is disabled and contains the current date.
  5. Validate the 'First Dose Time' field is disabled and contains "09:00 PM".
  6. Validate the 'Start Date' field is enabled and contains the current date.
  7. Validate the 'Start Time' field is enabled and contains the current time.
  8. Click [Yes] for 'Skip 1st Dose'.
  9. Validate the 'First Dose Date' field is disabled and contains tomorrow's date.
  10. Validate the 'First Dose Time' field is disabled and contains "09:00 AM".
  11. Validate the 'Start Date' field is disabled and contains tomorrow's date.
  12. Validate the 'Start Time' field is disabled and contains "09:00 AM".
  13. Click [Yes] for 'Skip 1st Dose'.
  14. Validate the 'First Dose Date' field is disabled and contains the current date.
  15. Validate the 'First Dose Time' field is disabled and contains "09:00 PM".
  16. Validate the 'Start Date' field is enabled and contains the current date.
  17. Validate the 'Start Time' field is enabled and contains the current time.
  18. Click [Yes] for 'Give Initial Dose Now'.
  19. Validate the 'Confirm Dose Times' dialog exists.
  20. Click the 'Ok to Administer' radio button and [Save].
  21. Validate the 'First Dose Date' field is disabled and contains the current date.
  22. Validate the 'First Dose Time' field is disabled and contains the current time.
  23. Validate the 'Start Date' field is disabled and contains the current date.
  24. Validate the 'Start Time' field is disabled and contains the current time.
  25. Click [Yes] for 'Give Initial Dose Now'.
  26. Select "Every 4 Hours" in the 'Freq' field.
  27. Validate the 'First Dose Date' field is enabled, contains the current date and has the following buttons next to it: [Calendar], [T], and [+1].
  28. Validate the 'First Dose Time' field is enabled, contains the current time and has [Now] next to it.
  29. Validate the [Yes] for 'Skip 1st Dose' and the [Yes] for 'Give Initial Dose Now' are both disabled.
  30. Validate the 'Start Date' field is disabled and contains the current date.
  31. Validate the 'Start Time' field is disabled and contains the current time.
  32. Select "Daily" in the 'Freq' field.
  33. Validate the 'First Dose Date' field is disabled and does not contain a value.
  34. Validate the 'First Dose Time' field is disabled and does not contain a value.
  35. Validate the 'Start Date' field is disabled and contains the current date.
  36. Validate the 'Start Time' field is disabled and contains the current time.
  37. Click [Refresh].
Topics
• NX • Order Entry Console
AV-69235 Summary | Details
Give Initial Dose Now' functionality in 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: First Dose Now - Second Dose "OK to Administer" - no changes - table valildation
Specific Setup:
  • Must have a frequency code of "Twice a Day" with administration times of "09:00 AM" and "09:00 PM".
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ATIVAN 1 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "TWICE A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "09:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM".
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  11. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  12. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  13. Validate that the 'Second Dose Date Calendar' button is enabled.
  14. Validate that the 'Second Dose Time' field is not required, enabled and contains "09:00 PM".
  15. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  16. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  17. Validate that the 'Third Dose Date' field is not required, disabled and contains tomorrow's date.
  18. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 AM".
  19. Validate that [Save] is disabled.
  20. Validate that [Do Not Give Initial Dose Now] is enabled.
  21. Select "Ok to Administer" in the 'Select One' field.
  22. Validate that [Save] is enabled.
  23. Click [Save].
  24. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  25. Set the 'Duration' field to "30" and select [Days].
  26. Validate that the 'Start Date' field is required, disabled and contains the current date.
  27. Validate that the 'Start Time' field is required, disabled and contains the current time.
  28. Validate that the 'Stop Date' field is required, enabled and contains a date that is 30 days in the future of the 'Start Date'.
  29. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  30. Click [Add to Scratchpad] and [Sign].
  31. Validate that the 'Interactions' dialog is displayed.
  32. Override all interaction and click [Save Override and Exit].
  33. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET".
  34. Select the 'eMAR' widget.
  35. Validate that the 'Administration Date' field contains the current date.
  36. Validate that the order for "Ativan" is displayed with hours of administration under the current date.
  37. Validate that the 'Order Description' for the "Ativan" order contains "Give Initial Dose Now" at the top of the cell.
  38. Validate that the order contains a "Now" watermark.
  39. Validate that a dashed line is displayed in the first cell under the current date.
  40. Validate that the date that the order was filed (current date)is displayed in second cell under the current date. This is in military time format ####.
  41. Validate that "2100" is displayed in the third cell under the current date, which is the equivalent of "09:00 PM".
  42. Set the 'Administration Date' field to tomorrow's date.
  43. Click [Refresh].
  44. Validate that "0900" is displayed in the first cell under tomorrow's date, which is the equivalent of "09:00 AM".
  45. Validate that "2100" is displayed in the second cell under tomorrow's date, which is the equivalent of "09:00 PM".
  46. Create a report using the 'OrderEntry.history_client_order' table and include the following fields: 'PATID', 'order_description', 'order_unique_id', 'frequency_description', 'reschd_1st_dose_date', 'reschd_1st_dose_time', 'reschd_2nd_dose_date', 'reschd_2nd_dose_skip_code', 'reschd_2nd_dose_skip_val', and 'reschd_2nd_dose_time'.
  47. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  48. Validate the 'order_unique_id' contains the order # associated to the order that was just created. This can be found in the 'Order Type' column in the 'Order grid' in the Order Entry Console (Orders This Episode section).
  49. Validate the 'frequency_description' contains "TWICE A DAY".
  50. Validate the 'reschd_1st_dose_date' contains the current date.
  51. Validate the 'reschd_1st_dose_time' contains the current time (the time the order has in the 'First Dose Time' field).
  52. Validate the 'reschd_2nd_dose_date' contains the current date.
  53. Validate the 'reschd_2nd_dose_skip_code' contains "ADMIN".
  54. Validate the 'reschd_2nd_dose_skip_val' contains "Ok to Administer".
  55. Validate the 'reschd_2nd_dose_time' contains "09:00 PM".
  56. Create a report using the 'eMAR.eMAR_rescheduled_hours' table and include the following fields: 'PATID', 'order_number', 'original_date', 'original_time', 'reason_text', 'rescheduled_date', 'rescheduled_time',
  57. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  58. Filter a second time by the 'order_number' and select the 'Order #' of the order that was just created. This can be found in the 'Order Type' column of the 'Order grid' in the 'Order Entry Console'.
  59. Validate the 'PATID' contains the 'PATID' associated to Client A.
  60. Validate the 'original_date' contains a date that is two days in the past.
  61. Validate the 'original_time' contains "12:00:00".
  62. Validate the 'reason_text' contains "OE Console Give Initial Dose Now".
  63. Validate the 'rescheduled_date' contains the current date.
  64. Validate the 'rescheduled_time' contains the current time that the order was filed in the format of ##:##:##.
Scenario 2: First Dose Now - Second Dose "Skip" - table validation
Specific Setup:
  • Must have a frequency code of "3 TIMES A DAY" with administration times of "09:00 AM", "03:00 PM" and "09:00 PM".
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Set the 'New Order' field to any pharmacy-type order code (ex. Ativan 1 MG TABLET ORAL)
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "3 TIMES A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "03:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM" and before the second hour of administration.
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  11. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  12. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  13. Validate that the 'Second Dose Date Calendar' button is enabled.
  14. Validate that the 'Second Dose Time' field is not required, enabled and contains "03:00 PM".
  15. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  16. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  17. Validate that the 'Third Dose Date' field is not required, disabled and contains the current date.
  18. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 PM".
  19. Validate that [Save] is disabled.
  20. Validate that [Do Not Give Initial Dose Now] is enabled.
  21. Select "Skip" in the 'Select One' field.
  22. Validate that the 'Second Dose Date' is not required, disabled and contains the current date.
  23. Validate that the 'Second Dose Date Calendar' button is disabled.
  24. Validate that the 'Second Dose Time' field is not required, disabled and contains "03:00 PM".
  25. Validate that [Save] is enabled.
  26. Click [Save].
  27. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  28. Click [Edit].
  29. Validate that the 'Confirm Dose Times' dialog is displayed.
  30. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  31. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  32. Validate that the 'Second Dose Date' is not required, disabled and contains the current date.
  33. Validate that the 'Second Dose Date Calendar' button is disabled.
  34. Validate that the 'Second Dose Time' field is not required, disabled and contains "03:00 PM".
  35. Validate that the 'Select One' field has "Skip" selected.
  36. Validate that the 'Third Dose Date' field is not required, disabled and contains the current date.
  37. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 PM".
  38. Click [Save].
  39. Set the 'Duration' field to "30" and select [Days].
  40. Validate that the 'Start Date' field is required, disabled and contains the current date.
  41. Validate that the 'Start Time' field is required, disabled and contains the current time.
  42. Validate that the 'Stop Date' field is required, enabled and contains a date that is 30 days in the future of the 'Start Date'.
  43. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  44. Click [Add to Scratchpad] and [Sign].
  45. Validate that the 'Interactions' dialog is displayed.
  46. Override all interaction and click [Save Override and Exit].
  47. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET".
  48. Return to the HomeView
  49. Access Avatar eMAR.
  50. Validate that the 'Administration Date' field contains the current date.
  51. Select "Client A" in the 'Client' field.
  52. Validate that Order A is displayed int he 'Order Description' column.
  53. Validate that the 'Order Description' cell contains "Give Initial Dose Now" at the top of the cell.
  54. Validate that the order contains a "Now" watermark.
  55. Validate that a dashed line is displayed in the first cell under the current date.
  56. Validate that the date that the order was filed (current date)is displayed in second cell under the current date. This is in military time format ####.
  57. Validate that "2100" is displayed in the third cell under the current date, which is the equivalent of "09:00 PM".
  58. Set the 'Administration Date' field to tomorrow's date.
  59. Click [Refresh].
  60. Validate that "0900" is displayed in the first cell under tomorrow's date, which is the equivalent of "09:00 AM".
  61. Validate that "1500" is displayed in the first cell under tomorrow's date, which is the equivalent of "03:00 PM".
  62. Validate that "2100" is displayed in the second cell under tomorrow's date, which is the equivalent of "09:00 PM".
  63. Create a report using the 'OrderEntry.history_client_order' table and include the following fields:
  64. PATID
  65. order_description
  66. order_unique_id
  67. frequency_description
  68. reschd_1st_dose_date
  69. reschd_1st_dose_time
  70. reschd_2nd_dose_date
  71. reschd_2nd_dose_skip_code
  72. reschd_2nd_dose_skip_val
  73. reschd_2nd_dose_time'.
  74. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  75. Validate the 'PATID' contains Client A's "PATID".
  76. Validate the 'order_unique_id' contains the order # associated to the order that was just created.This can be found in the 'Order Type' column in the 'Order grid' in the Order Entry Console (Orders This Episode section).
  77. Validate the 'frequency_description' contains "3 TIMES A DAY".
  78. Validate the 'reschd_1st_dose_date' contains the current date.
  79. Validate the 'reschd_1st_dose_time' contains the current time (the time the order has in the 'First Dose Time' field).
  80. Validate the 'reschd_2nd_dose_date' contains the current date.
  81. Validate the 'reschd_2nd_dose_skip_code' contains "SKIP"
  82. Validate the 'reschd_2nd_dose_skip_val' contains "Skip"
  83. Validate the 'reschd_2nd_dose_time' contains "03:00 PM"
  84. Create a report using the 'eMAR.eMAR_rescheduled_hours' table and include the following fields:
  85. PATID
  86. order_number
  87. original_date
  88. original_time
  89. reason_text
  90. rescheduled_date
  91. rescheduled_time
  92. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  93. Filter a second time by the 'order_number' and select the 'Order #' of the order that was just created. This can be found in the 'Order Type' column of the 'Order grid' in the 'Order Entry Console'.
  94. Validate the 'PATID' contains the 'PATID' associated to Client A.
  95. Validate the 'original_date' contains the current date.
  96. Validate the 'original_time' contains "15:00:00", which is 03:00 PM.
  97. Validate the 'reason_text' contains "OE Console Give Initial Dose Now".
  98. Validate the 'rescheduled_date' contains the current date.
  99. Validate the 'rescheduled_time' contains the current time that the order was filed in the format of ##:##:##.
Scenario 3: First Dose Now - Second Dose "OK to Administer" - changes - table validation
Specific Setup:
  • Must have a frequency code of "Twice a Day" with administration times of "09:00 AM" and "09:00 PM".
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Set the 'New Order' field to any pharmacy-type order code (ex. Ativan 1 MG TABLET ORAL)
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "TWICE A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "09:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM".
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate the '1st First Dose' field is equal to the current time.
  11. Click [Do Not Give Initial Dose Now].
  12. Validate the 'First Dose Time' field is equal to "09:00 PM".
  13. Validate the 'Start Time' field is equal to the time when the order code was selected.
  14. Click [Yes] next to 'Give Initial Dose Now'.
  15. Validate that the 'Confirm Dose Times' dialog is displayed.
  16. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  17. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  18. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  19. Validate that the 'Second Dose Date Calendar' button is enabled.
  20. Validate that the 'Second Dose Time' field is not required, enabled and contains "09:00 PM".
  21. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  22. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  23. Validate that the 'Third Dose Date' field is not required, disabled and contains tomorrow's date.
  24. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 AM".
  25. Validate that [Save] is disabled.
  26. Validate that [Do Not Give Initial Dose Now] is enabled.
  27. Enter tomorrow's date in the 'Second Dose Date' field.
  28. Enter "0000" in the 'Second Dose Time' field and tab out of the field.
  29. Validate that the 'Second Dose Time' field contains "12:00 AM".
  30. Select "Ok to Administer" in the 'Select One' field.
  31. Validate that [Save] is enabled.
  32. Click [Save].
  33. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  34. Set the 'Duration' field to "5" and select [Days].
  35. Validate that the 'Start Date' field is required, disabled and contains the current date.
  36. Validate that the 'Start Time' field is required, disabled and contains the current time.
  37. Validate that the 'Stop Date' field is required, enabled and contains a date that is 5 days in the future of the 'Start Date'.
  38. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  39. Click [Add to Scratchpad] and [Sign].
  40. Validate that the 'Interactions' dialog is displayed.
  41. Override all interaction and click [Save Override and Exit].
  42. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET".
  43. Create a report using the 'OrderEntry.history_client_order' table and include the following fields:
  44. PATID
  45. order_description
  46. order_unique_id
  47. frequency_description
  48. reschd_1st_dose_date
  49. reschd_1st_dose_time
  50. reschd_2nd_dose_date
  51. reschd_2nd_dose_skip_code
  52. reschd_2nd_dose_skip_val
  53. reschd_2nd_dose_time'.
  54. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  55. Validate the 'PATID' contains Client A's "PATID".
  56. Validate the 'order_unique_id' contains the order # associated to the order that was just created.This can be found in the 'Order Type' column in the 'Order grid' in the Order Entry Console (Orders This Episode section).
  57. Validate the 'frequency_description' contains "TWICE A DAY".
  58. Validate the 'reschd_1st_dose_date' contains the current date.
  59. Validate the 'reschd_1st_dose_time' contains the current time (the time the order has in the 'First Dose Time' field).
  60. Validate the 'reschd_2nd_dose_date' contains tomorrow's date.
  61. Validate the 'reschd_2nd_dose_skip_code' contains "ADMIN".
  62. Validate the 'reschd_2nd_dose_skip_val' contains "Ok to Administer".
  63. Validate the 'reschd_2nd_dose_time' contains "12:00 AM".
  64. Create a report using the 'eMAR.eMAR_rescheduled_hours' table and include the following fields:
  65. PATID
  66. order_number
  67. original_date
  68. original_time
  69. reason_text
  70. rescheduled_date
  71. rescheduled_time
  72. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  73. Filter a second time by the 'order_number' and select the 'Order #' of the order that was just created. This can be found in the 'Order Type' column of the 'Order grid' in the 'Order Entry Console'.
  74. Validate that there are two rows of data
  75. Validate the 'PATID' contains the 'PATID' associated to Client A for row 1.
  76. Validate the 'original_date' contains a date that is two days in the past for row 1.
  77. Validate the 'original_time' contains "12:00:00" for row 1.
  78. Validate the 'reason_text' contains "OE Console Give Initial Dose Now" for row 1.
  79. Validate the 'rescheduled_date' contains the current date for row 1.
  80. Validate the 'rescheduled_time' contains the current time that the order was filed in the format of ##:##:## for row 1
  81. Validate the 'PATID' contains the 'PATID' associated to Client A for row 2.
  82. Validate the 'original_date' contains the current date for row 2.
  83. Validate the 'original_time' contains "21:00:00" for row 2.
  84. Validate the 'reason_text' contains "OE Console Give Initial Dose Now" for row 2.
  85. Validate the 'rescheduled_date' contains tomorrow's date for row 2.
  86. Validate the 'rescheduled_time' contains "0:00:00", which is the equivalent of 12:00 AM for row 2.
Scenario 4: First Dose Now - Copy validation - verify Give Initial Dose Now is not pressed.
Specific Setup:
  • Must have a frequency code of "3 TIMES A DAY" with administration times of "09:00 AM", "03:00 PM" and "09:00 PM".
  • Client A must have an existing pharmacy-type order with a Frequency of "3 TIMES A DAY" in which 'Give Initial Dose Now' - [Yes] was selected. (Order A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Set the 'New Order' field to any pharmacy-type order code (ex. Ativan 1 MG TABLET ORAL)
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "3 TIMES A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "03:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM" and before the second hour of administration.
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  11. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  12. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  13. Validate that the 'Second Dose Date Calendar' button is enabled.
  14. Validate that the 'Second Dose Time' field is not required, enabled and contains "03:00 PM".
  15. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  16. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  17. Validate that the 'Third Dose Date' field is not required, disabled and contains the current date.
  18. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 PM".
  19. Validate that [Save] is disabled.
  20. Validate that [Do Not Give Initial Dose Now] is enabled.
  21. Select "Skip" in the 'Select One' field.
  22. Validate that the 'Second Dose Date' is not required, disabled and contains the current date.
  23. Validate that the 'Second Dose Date Calendar' button is disabled.
  24. Validate that the 'Second Dose Time' field is not required, disabled and contains "03:00 PM".
  25. Validate that [Save] is enabled.
  26. Click [Save].
  27. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  28. Set the 'Duration' field to "30" and select [Days].
  29. Validate that the 'Start Date' field is required, disabled and contains the current date.
  30. Validate that the 'Start Time' field is required, disabled and contains the current time.
  31. Validate that the 'Stop Date' field is required, enabled and contains a date that is 30 days in the future of the 'Start Date'.
  32. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  33. Click [Add to Scratchpad] and [Sign].
  34. Validate that the 'Interactions' dialog is displayed.
  35. Override all interaction and click [Save Override and Exit].
  36. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET" and select the order.
  37. Click [Copy].
  38. 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.)".
  39. Click [No].
  40. Validate that [Yes] next to 'Give Initial Dose Now' is not pressed.
  41. Validate the 'Start Date' field is enabled.
  42. Validate the 'Start Time' field is enabled.
Scenario 5: First Dose Now - Modify validation - verify Give Initial Dose Now is not pressed.
Specific Setup:
  • Must have a frequency code of "3 TIMES A DAY" with administration times of "09:00 AM", "03:00 PM" and "09:00 PM".
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Set the 'New Order' field to any pharmacy-type order code (ex. Ativan 1 MG TABLET ORAL)
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "3 TIMES A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "03:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM" and before the second hour of administration.
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  11. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  12. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  13. Validate that the 'Second Dose Date Calendar' button is enabled.
  14. Validate that the 'Second Dose Time' field is not required, enabled and contains "03:00 PM".
  15. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  16. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  17. Validate that the 'Third Dose Date' field is not required, disabled and contains the current date.
  18. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 PM".
  19. Validate that [Save] is disabled.
  20. Validate that [Do Not Give Initial Dose Now] is enabled.
  21. Select "Skip" in the 'Select One' field.
  22. Validate that the 'Second Dose Date' is not required, disabled and contains the current date.
  23. Validate that the 'Second Dose Date Calendar' button is disabled.
  24. Validate that the 'Second Dose Time' field is not required, disabled and contains "03:00 PM".
  25. Validate that [Save] is enabled.
  26. Click [Save].
  27. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  28. Set the 'Duration' field to "30" and select [Days].
  29. Validate that the 'Start Date' field is required, disabled and contains the current date.
  30. Validate that the 'Start Time' field is required, disabled and contains the current time.
  31. Validate that the 'Stop Date' field is required, enabled and contains a date that is 30 days in the future of the 'Start Date'.
  32. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  33. Click [Add to Scratchpad] and [Sign].
  34. Validate that the 'Interactions' dialog is displayed.
  35. Override all interaction and click [Save Override and Exit].
  36. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET" and select the order.
  37. Click [Modify].
  38. Validate that [Yes] next to 'Give Initial Dose Now' is not pressed.
  39. Validate the 'Start Date' field is enabled.
  40. Validate the 'Start Time' field is enabled.
Scenario 6: First Dose Now - Reorder validation - verify Give Initial Dose Now is not pressed.
Specific Setup:
  • Must have a frequency code of "TWICE A DAY" with administration times of "09:00 AM" and "09:00 PM".
  • Client A must have an existing pharmacy-type order with a Frequency of "TWICE A DAY" in which 'Give Initial Dose Now' - [Yes] was selected, for 8 doses and the order has a status of "No Renew - Use Reorder". (Order A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "TWICE A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "09:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM".
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  11. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  12. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  13. Validate that the 'Second Dose Date Calendar' button is enabled.
  14. Validate that the 'Second Dose Time' field is not required, enabled and contains "09:00 PM".
  15. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  16. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  17. Validate that the 'Third Dose Date' field is not required, disabled and contains tomorrow's date.
  18. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 AM".
  19. Validate that [Save] is disabled.
  20. Validate that [Do Not Give Initial Dose Now] is enabled.
  21. Select "SKIP" in the 'Select One' field.
  22. Validate that [Save] is enabled.
  23. Click [Save].
  24. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  25. Set the 'Duration' field to "8" and select [Doses].
  26. Validate that the 'Start Date' field is required, disabled and contains the current date.
  27. Validate that the 'Start Time' field is required, disabled and contains the current time.
  28. Validate that the 'Stop Date' field is required, enabled and contains a date that is 4 days in the future of the 'Start Date'.
  29. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  30. Click [Add to Scratchpad] and [Sign].
  31. Validate that the 'Interactions' dialog is displayed.
  32. Override all interaction and click [Save Override and Exit].
  33. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET" and select the order.
  34. Click [Reorder].
  35. Validate that [Yes] next to 'Give Initial Dose Now' is not pressed.
Scenario 7: Give Initial Dose Now - No Admin times
Specific Setup:
  • Must have a frequency code of "Every 14 Days" with no administration times.
  • 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 any pharmacy-type order code in the 'New Order' field.
  3. Enter "2" in the 'Dose' field
  4. Select "Tablet" in the 'Dose Unit' field.
  5. Select "Every 14 Days" in the 'Freq' field.
  6. Click [Yes] next to 'Give Initial Dose Now'.
  7. Enter "5" in the 'Duration' field and select [Days].
  8. Click [Add to Scratchpad] and [Sign].
  9. Validate that the 'Order grid' contains the new order.
Topics
• NX • Order Entry Console
AV-69237 Summary | Details
"Restart Reconciliation" user alert
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Orders This Episode
  • Home Medications
Scenario 1: Modifying an Inpatient medication in the Order Entry Console (Admission Med Reconciliation section).
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 -Enable both Admission and Discharge Medication Reconciliation". Please note: This must be completed by Netsmart Staff
  • 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. Access the 'Order Entry Console' for Client A.
  2. Click the 'Admission Med Reconciliation' tab.
  3. Select 'Order A' from the 'Inpatient Medications Scratchpad' table.
  4. Click [Modify].
  5. Validate the 'Order Details' frame contains order data.
  6. Click [Update Order].
  7. Validate the 'Inpatient Medications Scratchpad' table contains the updated row for Order A with a "Modify" 'Action'.
  8. Click [Restart Reconciliation].
  9. Validate the Warning dialog is displayed.
  10. Click [NO].
  11. Validate the 'Inpatient Medications Scratchpad' table contains the updated row for Order A with a "Modify" 'Action'.
  12. Click [Restart Reconciliation].
  13. Validate the Warning dialog is displayed.
  14. Click [Yes].
Scenario 2: Reorder/Modify a Home Medication order in the Order Entry Console (Discharge Med Reconciliation section).
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 -Enable both Admission and Discharge Medication Reconciliation". Please note: This must be completed by Netsmart Staff
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Dose Conversion During Medication Reconciliation' registry setting must be set to "3 - Both oral solids and liquids".
  • 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. Access the 'Order Entry Console' for Client A.
  2. Click the 'Discharge Med Reconciliation' tab.
  3. Select "Order A" from the 'Home Medications Scratchpad (Post-Discharge)' table.
  4. Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains a green highlight over Order A.
  5. Click [Reorder/Modify].
  6. Click [Update Order].
  7. Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains "Reorder/Modify" in the 'Action' Column for Order A.
  8. Click [Restart Reconciliation].
  9. Validate the Warning dialog is displayed.
  10. Click [Yes].
Topics
• Order Entry Console
AV-69245 Summary | Details
OE NX - Give Initial Dose Now field validation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: First Dose Now - Second Dose "OK to Administer" - changes - table validation
Specific Setup:
  • Must have a frequency code of "Twice a Day" with administration times of "09:00 AM" and "09:00 PM".
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Set the 'New Order' field to any pharmacy-type order code (ex. Ativan 1 MG TABLET ORAL)
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "TWICE A DAY" in the 'Freq' field.
  6. Validate that the 'First Dose Date' field contains the current date.
  7. Validate that the 'First Dose Time' field contains "09:00 PM". This is correct, because it is currently after the first hour of administration which is "09:00 AM".
  8. Click [Yes] next to 'Give Initial Dose Now'.
  9. Validate that the 'Confirm Dose Times' dialog is displayed.
  10. Validate the '1st First Dose' field is equal to the current time.
  11. Click [Do Not Give Initial Dose Now].
  12. Validate the 'First Dose Time' field is equal to "09:00 PM".
  13. Validate the 'Start Time' field is equal to the time when the order code was selected.
  14. Click [Yes] next to 'Give Initial Dose Now'.
  15. Validate that the 'Confirm Dose Times' dialog is displayed.
  16. Validate that the 'First Dose Date' field is not required, disabled and contains the current date.
  17. Validate that the 'First Dose Time' field is not required, disabled and contains the current time.
  18. Validate that the 'Second Dose Date' is not required, enabled and contains the current date.
  19. Validate that the 'Second Dose Date Calendar' button is enabled.
  20. Validate that the 'Second Dose Time' field is not required, enabled and contains "09:00 PM".
  21. Validate that the 'Select One' field is located under the 'Second Dose' fields.
  22. Validate that the 'Select One' field is required, enabled and contains values of "Skip" and "Ok to Administer".
  23. Validate that the 'Third Dose Date' field is not required, disabled and contains tomorrow's date.
  24. Validate that the 'Third Dose Time' field is not required, disabled and contains "09:00 AM".
  25. Validate that [Save] is disabled.
  26. Validate that [Do Not Give Initial Dose Now] is enabled.
  27. Enter tomorrow's date in the 'Second Dose Date' field.
  28. Enter "0000" in the 'Second Dose Time' field and tab out of the field.
  29. Validate that the 'Second Dose Time' field contains "12:00 AM".
  30. Select "Ok to Administer" in the 'Select One' field.
  31. Validate that [Save] is enabled.
  32. Click [Save].
  33. Validate that [Yes] next to 'Give Initial Dose Now' is pressed and there is an [Edit] next to it.
  34. Set the 'Duration' field to "5" and select [Days].
  35. Validate that the 'Start Date' field is required, disabled and contains the current date.
  36. Validate that the 'Start Time' field is required, disabled and contains the current time.
  37. Validate that the 'Stop Date' field is required, enabled and contains a date that is 5 days in the future of the 'Start Date'.
  38. Validate that the 'Stop Time' is required, enabled and contains a time that is one minute prior to the 'Start Time'.
  39. Click [Add to Scratchpad] and [Sign].
  40. Validate that the 'Interactions' dialog is displayed.
  41. Override all interaction and click [Save Override and Exit].
  42. Validate that the 'Order grid' contains the new order for "ATIVAN 1 MG ORAL TABLET".
  43. Create a report using the 'OrderEntry.history_client_order' table and include the following fields:
  44. PATID
  45. order_description
  46. order_unique_id
  47. frequency_description
  48. reschd_1st_dose_date
  49. reschd_1st_dose_time
  50. reschd_2nd_dose_date
  51. reschd_2nd_dose_skip_code
  52. reschd_2nd_dose_skip_val
  53. reschd_2nd_dose_time'.
  54. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  55. Validate the 'PATID' contains Client A's "PATID".
  56. Validate the 'order_unique_id' contains the order # associated to the order that was just created.This can be found in the 'Order Type' column in the 'Order grid' in the Order Entry Console (Orders This Episode section).
  57. Validate the 'frequency_description' contains "TWICE A DAY".
  58. Validate the 'reschd_1st_dose_date' contains the current date.
  59. Validate the 'reschd_1st_dose_time' contains the current time (the time the order has in the 'First Dose Time' field).
  60. Validate the 'reschd_2nd_dose_date' contains tomorrow's date.
  61. Validate the 'reschd_2nd_dose_skip_code' contains "ADMIN".
  62. Validate the 'reschd_2nd_dose_skip_val' contains "Ok to Administer".
  63. Validate the 'reschd_2nd_dose_time' contains "12:00 AM".
  64. Create a report using the 'eMAR.eMAR_rescheduled_hours' table and include the following fields:
  65. PATID
  66. order_number
  67. original_date
  68. original_time
  69. reason_text
  70. rescheduled_date
  71. rescheduled_time
  72. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  73. Filter a second time by the 'order_number' and select the 'Order #' of the order that was just created. This can be found in the 'Order Type' column of the 'Order grid' in the 'Order Entry Console'.
  74. Validate that there are two rows of data
  75. Validate the 'PATID' contains the 'PATID' associated to Client A for row 1.
  76. Validate the 'original_date' contains a date that is two days in the past for row 1.
  77. Validate the 'original_time' contains "12:00:00" for row 1.
  78. Validate the 'reason_text' contains "OE Console Give Initial Dose Now" for row 1.
  79. Validate the 'rescheduled_date' contains the current date for row 1.
  80. Validate the 'rescheduled_time' contains the current time that the order was filed in the format of ##:##:## for row 1
  81. Validate the 'PATID' contains the 'PATID' associated to Client A for row 2.
  82. Validate the 'original_date' contains the current date for row 2.
  83. Validate the 'original_time' contains "21:00:00" for row 2.
  84. Validate the 'reason_text' contains "OE Console Give Initial Dose Now" for row 2.
  85. Validate the 'rescheduled_date' contains tomorrow's date for row 2.
  86. Validate the 'rescheduled_time' contains "0:00:00", which is the equivalent of 12:00 AM for row 2.
Topics
• NX • Order Entry Console
AV-69253 Summary | Details
Avatar Order Entry - Discharge Med Reconciliation - Discharge Disposition
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 - Discharge Disposition Disposition with a default Discharge Disposition and it is not required
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Default for 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "DF"
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Require 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "LISINOPRIL 20 MG ORAL TABLET" 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 "28" and click [Days].
  7. Validate the 'Days Supply' field contains "28".
  8. Validate the 'Dispense Qty' field contains "28".
  9. Select "Tablet" in the 'Dispense Qty Unit' field.
  10. Click [Add to Scratchpad].
  11. Search for and select "CEFACLOR 250 MG CAPSULE ORAL" in the 'New Order' field.
  12. Set the 'Dose' field to "1".
  13. Validate the 'Dose Unit' field contains "Capsule".
  14. Select "Twice a Day" in the 'Freq' field.
  15. Set the 'Duration' field to "28" and click [Days].
  16. Validate the 'Days Supply' field contains "28".
  17. Validate the 'Dispense Qty' field contains "56".
  18. Select "Capsule" in the 'Dispense Qty Unit' field.
  19. Set the 'Start Time' field to "08:00 AM".
  20. Click [Add to Scratchpad] and [Final Review].
  21. Validate an 'Interactions' dialog is displayed.
  22. Override all interactions and click [Save Override and Exit].
  23. Validate the 'Final Review' dialog is displayed and click [Sign].
  24. Validate the 'Order grid' contains an order for "CEFACLOR 250 MG ORAL CAPSULE" and "LISINOPRIL 20 MG ORAL TABLET".
  25. Click the 'Discharge Med Reconciliation' tab.
  26. Validate the 'Discharge Disposition' field is not required and contains "Discharge to Facility".
  27. Validate the 'Inpatients Medications' order grid contains an order for "CEFACLOR 250 MG ORAL CAPSULE 1 Capsule, Twice A Day" and "LISINOPRIL 20 MG TABLET ORAL 1 Tablet, Every Day".
  28. Validate the 'No Prescription Required' checkbox is not checked.
  29. Check the 'No Prescription Required' checkbox.
  30. Uncheck the 'No Prescription Required' checkbox.
  31. Select the "CEFACLOR" order and click [Add to Scratchpad As RX].
  32. Validate that the "CEFACLOR" order is displayed in the 'Home Medications Scratchpad (Post-Discharge)' with a red flag in the 'Action' column.
  33. Select the order in the 'Home Medications Scratchpad (Post-Discharge)'.
  34. Validate the 'No Prescription Required' checkbox is not checked.
  35. Check the 'No Prescription Required' checkbox.
  36. Uncheck the 'No Prescription Required' checkbox.
  37. Set the 'Days Supply' field to "20" and press Tab
  38. Validate the 'Dispense Qty' field contains "40".
  39. Validate the 'Dispense Qty Unit' field contains "Capsule"
  40. Click [Update Order].
  41. Select the "LISINOPRIL" order and click [Add to Scratchpad No RX].
  42. Validate the "LISINOPRIL" order is displayed in the 'Home Medications Scratchpad (Post-Discharge)' with "NoRX" in the 'Type' field.
  43. Select the "LISINOPRIL" order in the 'Home Medications Scratchpad (Post-Discharge)'.
  44. Validate the 'No Prescription Required' checkbox is checked.
  45. Uncheck the 'No Prescription Required' checkbox.
  46. Check the 'No Prescription Required' checkbox.
  47. Click [Update Order] and [Review and Sign].
  48. Validate the 'Final Review' dialog is displayed and click [Sign].
  49. Validate the 'Discharge Med Reconciliation' tab is in view-only mode.
  50. Click [Print Report].
  51. Validate a row below the 'Signed By' row contains "Discharge Disposition: Discharge to Facility".
Scenario 2: OE NX - Discharge Med Reconciliation - Discharge Disposition with no default Discharge Disposition but it is required
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Default for 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must not contain a value
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Require 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "LISINOPRIL 20 MG ORAL TABLET" 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 "28" and click [Days].
  7. Validate the 'Days Supply' field contains "28".
  8. Validate the 'Dispense Qty' field contains "28".
  9. Select "Tablet" in the 'Dispense Qty Unit' field.
  10. Click [Add to Scratchpad].
  11. Search for and select "CEFACLOR 250 MG CAPSULE ORAL" in the 'New Order' field.
  12. Set the 'Dose' field to "1".
  13. Validate the 'Dose Unit' field contains "Capsule".
  14. Select "Twice a Day" in the 'Freq' field.
  15. Set the 'Duration' field to "28" and click [Days].
  16. Validate the 'Days Supply' field contains "28".
  17. Validate the 'Dispense Qty' field contains "56".
  18. Select "Capsule" in the 'Dispense Qty Unit' field.
  19. Set the 'Start Time' field to "08:00 AM".
  20. Click [Add to Scratchpad] and [Final Review].
  21. Validate an 'Interactions' dialog is displayed.
  22. Override all interactions and click [Save Override and Exit].
  23. Validate the 'Final Review' dialog is displayed and click [Sign].
  24. Validate the 'Order grid' contains an order for "CEFACLOR 250 MG ORAL CAPSULE" and "LISINOPRIL 20 MG ORAL TABLET".
  25. Click the 'Home Medications' tab.
  26. Validate the 'Client Reported' checkbox is checked.
  27. Search for and select "Low Dose Aspirin 81 MG Tablet, Enteric Coated Oral" in the 'New Order' Field.
  28. Set the 'Dose' field to "1".
  29. Validate the 'Dose Unit' field contains "Tablet".
  30. Select "Every Day" in the 'Frequency' field.
  31. Click [Save].
  32. Uncheck the 'Client Reported' checkbox.
  33. Search for and select "Ambien 10 MG Tablet Oral" in the 'New Order' field.
  34. Set the 'Dose' field to "1".
  35. Validate the 'Dose Unit' field contains "Tablet".
  36. Select "Every Day" in the 'Frequency' field.
  37. Select any value in the 'Diagnosis' field.
  38. Set the 'Days Supply' field to "30" and press Tab.
  39. Click [Add to Scratchpad] and [Final Review].
  40. Validate the 'Interactions' dialog is displayed.
  41. Override all interactions and click [Save Override and Exit].
  42. Validate the 'Final Review' dialog is displayed and click [Sign].
  43. Validate the 'Order grid' contains the order for "Ambien" and the 'Client Reported' order for "Low Dose Aspirin".
  44. Click the 'Discharge Med Reconciliation' tab.
  45. Validate the 'Discharge Disposition' field is required and does not contain a value.
  46. Validate the 'Inpatients Medications' order grid contains an order for "CEFACLOR 250 MG ORAL CAPSULE 1 Capsule, Twice A Day" and "LISINOPRIL 20 MG TABLET ORAL 1 Tablet, Every Day".
  47. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Ambien 10 MG ORAL Tablet (Schedule IV)Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 30 Tablet)" and an order for "Low Dose Aspirin - 81 MG, ECT, PO Take one (1) tablet by mouth daily".
  48. Search for "Advil" in the 'New Order' field.
  49. Validate a message is displayed stating "A Discharge Disposition is required. Please select a disposition to continue" and click [OK]
  50. Select "Discharge to Home" in the 'Discharge Disposition' field.
  51. Validate the 'No Prescription Required' checkbox is not checked.
  52. Check the 'No Prescription Required' checkbox.
  53. Uncheck the 'No Prescription Required' checkbox.
  54. Select the "CEFACLOR" order and click [Add to Scratchpad As RX].
  55. Validate that the "CEFACLOR" order is displayed in the 'Home Medications Scratchpad (Post-Discharge)' with a red flag in the 'Action' column.
  56. Select the "CEFACLOR" order in the 'Home Medications Scratchpad (Post-Discharge)'.
  57. Validate the 'No Prescription Required' checkbox is not checked.
  58. Set the 'Days Supply' field to "30" and press Tab
  59. Validate the 'Dispense Qty' field contains "60".
  60. Validate the 'Dispense Qty Unit' field contains "Capsule"
  61. Click [Update Order].
  62. Validate the "CEFACLOR" order in 'Home Medications Scratchpad (Post-Discharge)' no longer has a red flag in the action column.
  63. Select the "LISINOPRIL" order in the 'Inpatient Medications' order grid and click [Add to Scratchpad No RX].
  64. Validate the "LISINOPRIL" order is displayed in the 'Home Medications Scratchpad (Post-Discharge)' with "NoRX" in the 'Type' field.
  65. Select the "LISINOPRIL" order in the 'Home Medications Scratchpad (Post-Discharge)'.
  66. Validate the 'No Prescription Required' checkbox is checked.
  67. Click [Update Order].
  68. Select the "Low Dose Aspirin" order in the 'Home Medications Scratchpad (Post-Discharge)' and click [Make Rx].
  69. Validate that "NoRx Checkbox is hidden for MakeRx orders" is displayed in red font.
  70. Set the 'Days Supply' field to "30" and press Tab.
  71. Validate the 'Dispense Qty' field contains "30".
  72. Validate the 'Dispense Qty Unit' field contains "Tablet".
  73. Click [Update Order].
  74. Validate that the "Low Dose Aspirin" order has "MAKE RX" in the 'Action' column and "Rx" in the 'Type' column.
  75. Select the "Ambien" order in the 'Home Medications Scratchpad (Post-Discharge)' and click [Reorder/Modify].
  76. Validate that "NoRx Checkbox is hidden for Reordered orders" is displayed in red font and click [Update Order].
  77. Validate that the "Ambien" order has "REORDER/MODIFY" displayed in the 'Action' column.
  78. Select the "Ambien" order and the "Low Dose Aspirin" order in the 'Home Medications Scratchpad (Post-Discharge)'.
  79. Validate a message is displayed stating "Selected orders with different max refills. The lowest value for maximum refills allowed will be enforced" and click [OK].
  80. Validate that "NoRx Checkbox is hidden from selecting MakeRx and Modify/Reorder orders" is displayed in red font and click [Cancel].
  81. Click [Review and Sign].
  82. Validate that an 'Interactions' dialog is displayed.
  83. Override all interactions and click [Save Override and Exit].
  84. Validate the 'Final Review' dialog is displayed and click [Sign].
  85. Validate the 'Discharge Med Reconciliation' tab is in view-only mode.
  86. Click [Print Report].
  87. Validate a row below the 'Signed By' row contains "Discharge Disposition: Discharge to Home".
  88. Close the report.
  89. Select the 'Home Medications' tab.
  90. Validate the 'Order grid' contains the following orders:
  91. "Lisinopril - 20 MG, TAB, PO Take one (1) tablet by mouth daily Reported Source: Discharge Med Rec - No Rx Needed"
  92. "Cefaclor 250 MG ORAL Capsule Take one (1) capsule by mouth twice a day (Refills: 0, Disp. Qty: 60 Capsule)"
  93. "Low Dose Aspirin 81 MG ORAL Tablet, Enteric Coated Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 30 Tablet)"
  94. "Ambien 10 MG ORAL Tablet (Schedule IV)Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 30 Tablet"
Topics
• NX • Order Entry Console
AV-70208 Summary | Details
Defer Activation of orders - Pre-Admit Episode
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • CareFabric Monitor
  • HL7 Connection Monitor
  • Order Entry Console
  • HL7 Connection Monitor - HL7 Outbound Transaction Log
  • Order Entry Console - Scratchpad
Scenario 1: New Pharmacy Order - Pre-Admit program - does not go to eMAR, RxConnect or CareConnect via Avatar CareFabric.
Specific Setup:
  • RxConnect must be installed and configured to communicate with myAvatar and vice versa.
  • Avatar CareFabric must be installed and configured to communicate with myAvatar and vice versa.
  • CareConnect must be installed and configured to communicate with Avatar CareFabric and vice versa.
  • There must be an active '(Outbound)ORDERS-RXCONNECT' connection.
  • The 'Avatar PM->Client Management->Movement Options->->->Allow Admission To File/Edit Pre-Admits' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' registry setting must be set to "Y".
  • The user who is logged into the application must have no value selected in the 'Allow To Activate Pre-Admit Orders' field on the 'Order Entry User Definition' or 'Order Entry User Role' forms
  • A client must have an active Pre-Admit episode (Client A).
Steps
  1. Access the Order Entry Console for Client A.
  2. Set the New Order field to "a pharmacy-type order code (ex. PRILOSEC (OMEPRAZOLE) 10 MG CAPSULE, DELAYED RELEASE ORAL)".
  3. Set the Dose field to "1".
  4. Select "CAPSULE" from the 'Dose Unit' field.
  5. Select a value that has administration times associated to it (ex. TWICE A DAY, which has administration times of 09:00 AM and 09:00 PM) from the Freq field.
  6. Validate the 'First Dose Date' field properties equal disabled.
  7. Validate the 'First Dose Date' field does not contain a value.
  8. Validate the 'First Dose Time' field properties equal disabled.
  9. Validate the 'First Dose Time' field does not contain a value.
  10. Validate the 'Skip 1st Dose - Yes' button properties equal disabled.
  11. Validate the 'Give Initial Dose Now - Yes' button properties equal disabled.
  12. Select any value from the 'Reason' field.
  13. Set the 'Diagnosis' field to "Heartburn".
  14. Validate the 'Duration' field properties equal required.
  15. Validate the 'Duration' field properties equal enabled.
  16. Set the 'Duration field' to "30".
  17. Click [Days].
  18. Verify the 'Start Date' field does not exist.
  19. Verify the 'Start Time' field does not exist.
  20. Verify the 'Stop Date' field does not exist.
  21. Verify the 'Stop Time' field does not exist.
  22. Select any value from the Instructions field.
  23. Validate the 'Addl Instructions' field contains the value selected in the 'Instructions' field.
  24. Click [Add to Scratchpad].
  25. Validate the 'Action' field contains "ADD".
  26. Validate the 'Order' field contains PRILOSEC (OMEPRAZOLE) 10 MG CAPSULE, DELAYED RELEASE ORAL - 1 CAPSULE TWICE A DAY.
  27. Validate the 'Start Date' field contains "01/01/2099".
  28. Validate the 'Stop Date' field contains a date that is 30 days from the 'Start Date'. - 01/30/2099.
  29. Click [Sign].
  30. Validate the 'Order' grid contains the new order.
  31. Validate the 'Order' grid contains the following in the 'Order Details' column: PRILOSEC (OMEPRAZOLE 10 MG ORAL CAPSULE, DELAYED RELEASE - 1 CAPSULE, TWICE A DAY - Reason: [the reason selected when creating the order].
  32. Validate the Order grid table contains the 'Additional Instructions' entered when creating the order in the 'Addl Instructions' column.
  33. Validate the Order grid table contains an 'Order Status' of "Active".
  34. Validate the Order grid table contains a value of "01/01/2099" in the 'Start Date' field.
  35. Validate the Order grid table contains a 'Stop Date' that is 30 days in the future of the 'Start Date', which will be "01/30/2099".
  36. Access the HomeView.
  37. Open the 'HL7 Connection Monitor' form.
  38. Select "(Outbound) ORDERS-RXCONNECT" from the 'Select Row' field.
  39. Click the Show Transaction Log button.
  40. Verify the 'HL7 Outbound Transaction Log' page exists.
  41. Validate the 'HL7 Outbound Transaction Log' page does not contain any messages for Client A.
  42. Click [Close Report].
  43. Click [Close Form].
  44. Access Avatar eMAR for Client A.
  45. Validate the 'Administration Date' field contains the current date.
  46. Verify the 'Medications' tab exists.
  47. Validate the 'Patient:' item contains "Client A's Name and PATID in the format of Last Name,First Name (PATID)".
  48. Validate the 'Order Description Column' item does not contain a value.
  49. Set the 'Administration Date' field to "01/01/2099".
  50. Click [Time].
  51. Validate the 'Order Description Column' item does not contain a value.
  52. Set the 'Administration Date' field to the current date.
  53. Click [Time].
  54. Access the HomeView.
  55. Open the 'CareFabric Monitor' form.
  56. Set the 'From Date' field to the current date.
  57. Set the 'Through Date' field to the current date.
  58. Set the 'Client ID' field to the ID associated with Client A.
  59. Select "Out" from the 'Activity Direction' field.
  60. Click [View Activity Log].
  61. Verify the 'CareFabric Monitor Report' page exists.
  62. Validate the 'CareFabric Monitor Report' page contains a "No Data Found For Report message"
Scenario 2: Copy Pharmacy Order - Pre-Admit episode
Specific Setup:
  • RxConnect must be installed and configured to communicate with myAvatar and vice versa.
  • Avatar CareFabric must be installed and configured to communicate with myAvatar and vice versa.
  • CareConnect must be installed and configured to communicate with Avatar CareFabric and vice versa.
  • There must be an active '(Outbound)ORDERS-RXCONNECT' connection.
  • The 'Avatar PM->Client Management->Movement Options->->->Allow Admission To File/Edit Pre-Admits' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' registry setting must be set to "Y".
  • The user who is logged into the application must have no value selected in the 'Allow To Activate Pre-Admit Orders' field on the 'Order Entry User Definition' or 'Order Entry User Role' forms
  • A client must have an active Pre-Admit episode and an active order for PRILOSEC (OMEPRAZOLE) 10 MG ORAL CAPSULE, DELAYED RELEASE - 1 CAPSULE, TWICE A DAY - Reason: As per Doctor's request with a 'Diagnosis' of "Heartburn", a 'Duration' of "30 Days", and a value in 'Addl Instructions' of "Take with water. (Client A) (Order A)
Steps
  1. Access the Order Entry Console for Client A
  2. Validate the 'Order' grid contains an order for PRILOSEC (OMEPRAZOLE) 10 MG ORAL CAPSULE, DELAYED RELEASE - 1 CAPSULE, TWICE A DAY - Reason: As per Doctor's request
  3. Select "Order A" from the 'Order' grid
  4. Validate the 'D/C' button properties equal enabled
  5. Validate the 'Copy' button properties equal enabled
  6. Validate the 'Modify' button properties equal enabled
  7. Validate the 'Print' button properties equal enabled.
  8. Click [Copy]
  9. Validate the 'Dose' field contains "1"
  10. Validate the 'Dose Unit' field contains "CAPSULE"
  11. Validate the 'Freq' field contains "TWICE A DAY"
  12. Validate the 'First Dose Date' field properties equal disabled
  13. Validate the 'First Dose Date' field does not contain a value
  14. Validate the 'First Dose Time' field properties equal disabled
  15. Validate the First Dose Time field does not contain a value
  16. Validate the 'Skip 1st Dose - Yes' button properties equal disabled
  17. Validate the 'Give Initial Dose Now - Yes' button properties equal disabled
  18. Validate the 'Reason' field contains the value selected when creating the order - As per Doctor's request.
  19. Validate the 'Diagnosis' field contains the value selected when creating the order - Heartburn
  20. Validate the 'Duration' field contains "30"
  21. Validate the 'Days' button properties equal selected
  22. Validate the 'Addl Instructions' field contains the value selected from the 'Instructions' field when creating the order - Take with water.
  23. Click [Add to Scratchpad]
  24. Validate the 'Action' field contains "COPY"
  25. Validate the 'Order' field contains PRILOSEC (OMEPRAZOLE) 10 MG CAPSULE, DELAYED RELEASE ORAL - 1 CAPSULE TWICE A DAY
  26. Validate the 'Start Date' field contains "01/01/2099"
  27. Validate the 'Stop Date' field contains a date that is 30 days from the 'Start Date'. - 01/30/2099
  28. Click [Sign]
  29. Validate the 'Order grid contains the new order
  30. Validate the 'Order' grid contains "two orders for PRILOSEC (OMEPRAZOLE) 10 MG ORAL CAPSULE, DELAYED RELEASE - 1 CAPSULE, TWICE A DAY - Reason: As per Doctor's request."
  31. Validate the 'Order' grid contains the following in the 'Order Details' column for the new order created: PRILOSEC (OMEPRAZOLE) 10 MG ORAL CAPSULE, DELAYED RELEASE - 1 CAPSULE, TWICE A DAY - Reason: [the reason selected when creating the order].
  32. Validate the 'Order' grid contains the 'Additional Instructions' entered when creating the order in the 'Addl Instructions' column.
  33. Validate the 'Order' grid contains an 'Order Status' of "Active"
  34. Validate the 'Order' grid contains a value of "01/01/2099" in the 'Start Date' field.
  35. Validate the 'Order' grid contains a 'Stop Date' that is 30 days in the future of the 'Start Date', which will be "01/30/2099"
  36. Access the HomeView
  37. Open the 'HL7 Connection Monitor' form
  38. Select "(Outbound) ORDERS-RXCONNECT" from the 'Select Row' field
  39. Click [Show Transaction Log]
  40. Verify the 'HL7 Outbound Transaction Log' page exists
  41. Validate the 'HL7 Outbound Transaction Log' page does not contain any messages for Client A.
  42. Click [Close Report]
  43. Click [Close Form]
  44. Access Avatar eMAR for Client A
  45. Validate the 'Administration Date' field contains the current date
  46. Verify the 'Medications' tab exists
  47. Validate the Patient: item contains "Client A's Name and PATID in the format of Last Name,First Name (PATID)"
  48. Validate the 'Order Description Column' item does not contain a value
  49. Set the 'Administration Date' field to "01/01/2099"
  50. Click [Time]
  51. Validate the 'Order Description Column' item does not contain a value
  52. Set the 'Administration Date' field to the current date
  53. Click [Time]
  54. Access the HomeView
  55. Open the 'CareFabric Monitor' form
  56. Set the 'From Date' field to the current date
  57. Set the 'Through Date' field to the current date
  58. Set the 'Client ID' field to the ID associated with Client A.
  59. Select "Out" from the 'Activity Direction' field
  60. Click [View Activity Log]
  61. Verify the 'CareFabric Monitor Report' page exists
  62. Validate the 'CareFabric Monitor Report' page contains "a No Data Found For Report message"
Scenario 3: Modify Pharmacy Order - Pre-Admit episode
Specific Setup:
  • RxConnect must be installed and configured to communicate with myAvatar and vice versa.
  • Avatar CareFabric must be installed and configured to communicate with myAvatar and vice versa.
  • CareConnect must be installed and configured to communicate with Avatar CareFabric and vice versa.
  • There must be an active '(Outbound)ORDERS-RXCONNECT' connection.
  • The 'Avatar PM->Client Management->Movement Options->->->Allow Admission To File/Edit Pre-Admits' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' registry setting must be set to "Y".
  • The user who is logged into the application must have no value selected in the 'Allow To Activate Pre-Admit Orders' field on the 'Order Entry User Definition' or 'Order Entry User Role' forms
  • A client must have an active Pre-Admit episode and an active order for PRILOSEC (OMEPRAZOLE) 10 MG ORAL CAPSULE, DELAYED RELEASE - 1 CAPSULE, TWICE A DAY - Reason: As per Doctor's request with a 'Diagnosis' of "Heartburn", a 'Duration' of "30 Days", and a value in 'Addl Instructions' of "Take with water. (Client A) (Order A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Validate that the 'Order grid' contains an order for "PRILOSEC (OMEPRAZOLE) 10 MG ORAL CAPSULE, DELAYED RELEASE - 1 CAPSULE, TWICE A DAY - Reason: [Value selected when creating the order].
  3. Select "Order A" in the Order grid.
  4. Validate that the [D/C], [Copy], [Modify] and [Print] buttons are enabled.
  5. Click [Modify].
  6. Validate that 'Dose' contains "1".
  7. Validate that 'Dose Unit' contains "CAPSULE".
  8. Validate that 'Freq' contains "TWICE A DAY".
  9. Validate that the 'First Dose Date' field is disabled and does not contain a value.
  10. Validate that the 'First Dose Time' field is disabled and does not contain a value.
  11. Validate that the 'Skip 1st Dose' and 'Give Initial Dose Now' [Yes] buttons are disabled.
  12. Validate that the 'Reason' field contains the value that was selected when creating the order.
  13. Validate that the 'Diagnosis' field contains the value selected when creating the order.
  14. Validate that 'Duration' contains "30" and has [Days] selected.
  15. Validate that the 'Addl Instructions' field contains the value selected in the 'Instructions' field when creating the order.
  16. Click [Add to Scratchpad].
  17. Validate that 'Action' contains "MODIFY".
  18. Validate that 'Order' contains "PRILOSEC (OMEPRAZOLE) 10 MG CAPSULE, DELAYED RELEASE ORAL - 1 CAPSULE TWICE A DAY".
  19. Validate that 'Start Date' contains "01/01/2099".
  20. Validate that 'Stop Date' contains a date that is 30 days from the 'Start Date'. - "01/30/2099".
  21. Click [Sign].
  22. Validate that the 'Order grid' contains the new order.
  23. Validate that 'Order Details' contains: PRILOSEC (OMEPRAZOLE 10 MG ORAL CAPSULE, DELAYED RELEASE - 1 CAPSULE, TWICE A DAY - Reason: [the reason selected when creating the order].
  24. Validate that 'Additional Instructions' contains the 'Additional Instructions' entered when creating the order.
  25. Validate that 'Order Status' contains "Active".
  26. Validate that 'Start Date' contains "01/01/2099".
  27. Validate that 'Stop Date' contains "01/30/2099".
  28. Select "All" in the 'Status' field.
  29. Validate that the 'Order grid' contains two orders for "PRILOSEC (OMEPRAZOLE) 10 MG ORAL CAPSULE, DELAYED RELEASE - 1 CAPSULE, TWICE A DAY - Reason: [Value selected when creating the order]."
  30. Validate that one order has an 'Order Status' of "Active" and the other has an 'Order Status' for "Discontinued".
  31. Access the 'HL7 Connection Monitor' form.
  32. Select "(Outbound) ORDERS-RXCONNECT" in the 'Select Row' field.
  33. Click [Show Transaction Log].
  34. Validate that the 'HL7 Outbound Transaction Log' report does not contain any messages for Client A.
  35. Close the report and the form.
  36. Select "Client A" and select 'eMAR'.
  37. Validate that the 'Administration Date' field contains the current date.
  38. Remain on the 'Medications' tab.
  39. Validate that 'Patient:' contains Client A's Name and PATID in the format of Last Name,First Name (PATID).
  40. Validate that no orders are displayed
  41. Set the 'Administration Date' field to "01/01/2099".
  42. Click Refresh.
  43. Validate that no orders are displayed.
  44. Set the 'Administration Date' field back to the current date.
  45. Access the 'CareFabric Monitor' form.
  46. Set the 'From Date' field to the current date.
  47. Set the 'Through Date' field to the current date
  48. Set the 'Client ID' field to the PATID associated with Client A.
  49. Select "Out" in the 'Activity Direction' field.
  50. Click [View Activity Log].
  51. Validate that the 'CareFabric Monitor Report' contains no messages with an 'Activity Type' of "MedicationOrderCreated".
Scenario 4: New Lab Order with Order Fulfillment - Pre-Admit episode - does not go to eMAR or CareConnect via CareFabric
Specific Setup:
  • RxConnect must be installed and configured to communicate with myAvatar and vice versa.
  • Avatar CareFabric must be installed and configured to communicate with myAvatar and vice versa.
  • CareConnect must be installed and configured to communicate with Avatar CareFabric and vice versa.
  • There must be an active '(Outbound)ORDERS-RXCONNECT' connection.
  • Validate that an External Lab Vendor that is an eVendor exists, this can be completed in the 'External Lab/Radiology Definition for CareConnect' form.
  • Validate that a Lab-type order code exists that has a 'Specimen Type' of "Blood", an External Lab eVendor and a 'Compendium Order Code' associated. This can be done in the 'Order Code Setup' form in 'External Lab Definition'. (ex. WBC - Whole Blood Cell Count)
  • The Lab-type order code WBC must contain an 'Ask on Order Entry' question and be configured with Order Fulfillment.
  • The '(548) Enable Multiple Reasons at Order Entry' extended attribute off of '(500) Order Types' for 'Lab' must be set to "Yes".
  • The 'Avatar PM->Client Management->Movement Options->->->Allow Admission To File/Edit Pre-Admits' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' registry setting must be set to "Y".
  • The user who is logged into the application must have no value selected in the 'Allow To Activate Pre-Admit Orders' field on the 'Order Entry User Definition' or 'Order Entry User Role' forms
  • A client must have an active Pre-Admit episode (Client A).
Steps
  1. Access the Order Entry Console for Client A.
  2. Set the 'New Order' field to a lab order code that has Order Fulfillment (ex. WBC - Whole Blood Cell Count).
  3. Validate the 'Collection Priority' field properties equal required.
  4. Validate the 'Collection Priority' field properties equal enabled.
  5. Validate the 'Collection Priority' field contains "Routine selected by default".
  6. Validate the 'Frequency' field properties equal not required.
  7. Select an interval frequency code.- Every 12 Hours from the Frequency field.
  8. Validate the 'First Collect - Date' field properties equal disabled.
  9. Validate the 'First Collect - Date' field does not contain a value.
  10. Validate the 'First Collect - Time' field properties equal disabled.
  11. Validate the 'First Collect - Time' field does not contain a value.
  12. Validate the 'External Lab Vendor Destination' field contains the eVendor associated to the order code - ex. Baptist.
  13. Validate the 'Communication Method' checkbox properties equal checked for Electronic.
  14. Validate the 'Specimen Type' field properties equal not required.
  15. Validate the 'Specimen Type' field properties equal disabled.
  16. Validate the 'Specimen Type' field contains "Blood".
  17. Validate the 'Specimen Site' field properties equal not required.
  18. Validate the 'Specimen Site' field properties equal enabled.
  19. Set the 'Specimen Site' field to "any value - ex. arterial vein".
  20. Select "Facility Staff Will Collect" from the 'Specimen Collection' field.
  21. Validate the 'Reason - View' button properties equal required.
  22. Validate the 'Reason - View' button contains a red flag.
  23. Click [Reason - View].
  24. Verify the 'Multiple Reasons Checklist' dialog exists.
  25. Select any value - ex. As per Doctor's request from the 'Reason' field.
  26. Validate the 'Reasons' selected field contains the value selected - As per Doctor's Request.
  27. Set the 'Add a reason' here field to "in order to rule out an infection".
  28. Click [Add].
  29. Validate the 'Reasons' selected field contains "As per Doctor's request and in order to rule out an infection".
  30. Click [Save].
  31. Verify the 'Multiple Reasons Checklist' dialog does not exist.
  32. Validate the 'Reason - View' button contains a green check mark.
  33. Set the 'Duration' field to "2".
  34. Click [Days].
  35. Select any value - Fasting is not required from the 'Instructions' field.
  36. Validate the 'Addl Instructions' field contains the value selected in the 'Instructions' field - ex. Fasting is not required.
  37. Verify the 'Add to Scratchpad button' exists.
  38. Verify the 'Ask on Order Entry button' exists.
  39. Click [Add to Scratchpad].
  40. Verify the 'AOE Questions' dialog exists.
  41. Validate the 'AOE Questions' dialog contains a question that is associated to the 'Compendium Order Code' that was selected when creating the Lab-type order code - ex. Specimen Description.
  42. Select any value in the 'Specimen Description' field - ex. OTHER SITE from the 'AOE Questions' dialog.
  43. Click [Save].
  44. Verify the 'AOE Questions' dialog does not exist.
  45. Validate the 'Scratchpad' frame contains the order.
  46. Validate the 'Action' field contains "ADD".
  47. Validate the 'Order' field contains "White Blood Cell Count - Every 12 Hours".
  48. Validate the 'Start Date' field contains "01/01/2099".
  49. Validate the 'Stop Date' field contains "a date that is the 'Duration' from the 'Start Date'. In this case is would be "01/02/2099"."
  50. Click [Sign].
  51. Validate the 'Order' grid contains the new order.
  52. Validate the 'Last Activity' field does not contain for this order.
  53. Access the HomeView.
  54. Access Avatar eMAR for Client A.
  55. Validate the 'Administration Date' field contains the current date.
  56. Validate the 'Patient:' item contains "Client A's Name and PATID in the format of Last Name,First Name (PATID)".
  57. Verify the 'Lab Orders' tab exists.
  58. Click the 'Lab Orders' tab.
  59. Validate the 'Order Description Column' item does not contain a value.
  60. Set the 'Administration Date' field to "01/01/2099".
  61. Click [Time].
  62. Validate the 'Order Description Column' item does not contain a value.
  63. Set the 'Administration Date' field to the current date.
  64. Click [Time].
  65. Access the HomeView.
  66. Open the 'CareFabric Monitor' form.
  67. Set the 'From Date' field to the current date.
  68. Set the 'Through Date' field to the current date.
  69. Set the 'Client ID' field to the ID associated with Client A.
  70. Select "Out" from the 'Activity Direction' field.
  71. Click [View Activity Log].
  72. Verify the 'CareFabric Monitor Report' page exists.
  73. Validate the 'CareFabric Monitor Report' page contains a No Data Found For Report message.
Scenario 5: Copy Lab Order - Pre-Admit episode
Specific Setup:
  • RxConnect must be installed and configured to communicate with myAvatar and vice versa.
  • Avatar CareFabric must be installed and configured to communicate with myAvatar and vice versa.
  • CareConnect must be installed and configured to communicate with Avatar CareFabric and vice versa.
  • There must be an active '(Outbound)ORDERS-RXCONNECT' connection.
  • Validate that an External Lab Vendor that is an eVendor exists, this can be completed in the 'External Lab/Radiology Definition for CareConnect' form.
  • Validate that a Lab-type order code exists that has a 'Specimen Type' of "Blood", an External Lab eVendor and a 'Compendium Order Code' associated. This can be done in the 'Order Code Setup' form in 'External Lab Definition'. (ex. WBC - Whole Blood Cell Count)
  • The Lab-type order code WBC must contain an 'Ask on Order Entry' question and be configured with Order Fulfillment.
  • The '(548) Enable Multiple Reasons at Order Entry' extended attribute off of '(500) Order Types' for 'Lab' must be set to "Yes".
  • The 'Avatar PM->Client Management->Movement Options->->->Allow Admission To File/Edit Pre-Admits' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' registry setting must be set to "Y".
  • The user who is logged into the application must have no value selected in the 'Allow To Activate Pre-Admit Orders' field on the 'Order Entry User Definition' or 'Order Entry User Role' forms
  • A client must have an active Pre-Admit episode. (Client A)
  • Client A must have an active Lab order for: White Blood Cell Count (Specimen Type, Specimen Site) - Frequency, Specimen Collection, External Lab Vendor Destination - Reason - White Blood Cell Count (Blood, arterial vein) - Every 12 Hours, Facility Staff will Collect, Baptist - Reason: As per Doctor's Request. (Order A)
Steps
  1. Access the Order Entry Console for Client A.
  2. Validate the 'Order' grid contains an order for White Blood Cell Count (Blood, arterial vein) - Every 12 Hours, Facility Staff will Collect, Baptist - Reason: As per Doctor's Request.
  3. Select "Order A" from the 'Order' grid.
  4. Validate the 'D/C' button properties equal enabled.
  5. Validate the 'Copy' button properties equal enabled.
  6. Validate the 'Modify' button properties equal enabled.
  7. Validate the 'Print' button properties equal enabled.
  8. Click [Copy].
  9. Validate the 'Frequency' field contains "Every 12 Hours".
  10. Validate the 'First Collect - Date' field properties equal disabled.
  11. Validate the 'First Collect - Date' field does not contain a value.
  12. Validate the 'First Collect - Time' field properties equal disabled.
  13. Validate the 'First Collect - Time' field does not contain a value.
  14. Validate the 'External Lab Vendor Destination' field contains "Baptist".
  15. Validate the 'Communication Method' checkbox properties equal checked.
  16. Validate the 'Specimen Type' field contains "Blood".
  17. Validate the 'Specimen Site' field contains "arterial vein".
  18. Validate the 'Specimen Collection' field contains "Facility Staff will Collect selected".
  19. Validate the 'Reason - View' button contains a green check mark.
  20. Click [Reason - View].
  21. Verify the 'Multiple Reasons Checklist' dialog exists.
  22. Validate the 'Reasons' field contains "As per Doctor's request selected".
  23. Validate the 'Reasons' selected field contains "As per Doctor's request".
  24. Click [Cancel].
  25. Verify the 'Multiple Reasons Checklist' dialog does not exist.
  26. Validate the 'Duration' field contains "2".
  27. Validate the 'Days' button properties equal "selected".
  28. Validate the 'Addl Instructions' field contains the value selected from the 'Instructions' field when creating the order - Fasting is not required.
  29. Verify the 'Add to Scratchpad' button exists.
  30. Verify the 'Ask on Order Entry' button exists.
  31. Click the 'Add to Scratchpad' button.
  32. Verify the 'AOE Questions dialog' exists.
  33. Validate the 'AOE Questions' dialog contains a question that is associated to the 'Compendium Order Code' that was selected when creating the Lab-type order code - ex. Specimen Description.
  34. Select any value in the 'Specimen Description' field - ex. OTHER SITE from the 'AOE Questions' dialog.
  35. Click [Save].
  36. Verify the 'AOE Questions' dialog does not exist.
  37. Validate the 'Scratchpad' frame contains the order.
  38. Validate the 'Action' field contains "COPY".
  39. Validate the 'Order' field contains "White Blood Cell Count - Every 12 Hours".
  40. Validate the 'Start Date' field contains "01/01/2099".
  41. Validate the 'Stop Date' field contains a date that is the 'Duration' from the 'Start Date'. In this case is would be "01/02/2099".
  42. Click [Sign].
  43. Validate the 'Order' grid contains the new order.
  44. Validate the 'Order' grid contains two orders for White Blood Cell Count (Blood, arterial vein) - Every 12 Hours, Facility Staff will Collect, Baptist - Reason: As per Doctor's request.
  45. Validate the 'Order' grid contains the 'Additional Instructions' entered when creating the order in the 'Addl Instructions' column - Fasting is not required.
  46. Validate the 'Order' grid contains an 'Order Status' of "Active" for both orders.
  47. Validate the 'Order' grid contains a value of "01/01/2099" in the 'Start Date' field for both orders.
  48. Validate the 'Order' grid contains a 'Stop Date' that is 2 days in the future of the 'Start Date', which will be "01/02/2099" for both orders.
  49. Access the HomeView.
  50. Access Avatar eMAR for Client A.
  51. Validate the 'Administration Date' field contains the current date.
  52. Validate the 'Patient:' item contains "Client A's Name and PATID in the format of Last Name,First Name (PATID)".
  53. Verify the 'Lab Orders' tab exists.
  54. Click the 'Lab Orders' tab.
  55. Validate the 'Order Description Column' item does not contain a value.
  56. Set the 'Administration Date' field to "01/01/2099".
  57. Click [Time].
  58. Validate the 'Order Description Column' item does not contain a value.
  59. Set the 'Administration Date' field to the current date.
  60. Click [Time].
  61. Open the 'CareFabric Monitor' form.
  62. Set the 'From Date' field to the current date.
  63. Set the 'Through Date' field to the current date.
  64. Set the 'Client ID' field to the ID associated with Client A.
  65. Select "Out" from the 'Activity Direction' field.
  66. Click [View Activity Log].
  67. Verify the 'CareFabric Monitor Report' page exists.
  68. Validate the 'CareFabric Monitor Report' page contains a No Data Found For Report message.
Scenario 6: Modify Lab Order - Pre-Admit episode
Specific Setup:
  • RxConnect must be installed and configured to communicate with myAvatar and vice versa.
  • Avatar CareFabric must be installed and configured to communicate with myAvatar and vice versa.
  • CareConnect must be installed and configured to communicate with Avatar CareFabric and vice versa.
  • There must be an active '(Outbound)ORDERS-RXCONNECT' connection.
  • Validate that an External Lab Vendor that is an eVendor exists, this can be completed in the 'External Lab/Radiology Definition for CareConnect' form.
  • Validate that a Lab-type order code exists that has a 'Specimen Type' of "Blood", an External Lab eVendor and a 'Compendium Order Code' associated. This can be done in the 'Order Code Setup' form in 'External Lab Definition'. (ex. WBC - Whole Blood Cell Count)
  • The Lab-type order code WBC must contain an 'Ask on Order Entry' question and be configured with Order Fulfillment.
  • The '(548) Enable Multiple Reasons at Order Entry' extended attribute off of '(500) Order Types' for 'Lab' must be set to "Yes".
  • The 'Avatar PM->Client Management->Movement Options->->->Allow Admission To File/Edit Pre-Admits' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' registry setting must be set to "Y".
  • The user who is logged into the application must have no value selected in the 'Allow To Activate Pre-Admit Orders' field on the 'Order Entry User Definition' or 'Order Entry User Role' forms
  • A client must have an active Pre-Admit episode. (Client A)
  • Client A must have an active Lab order for: White Blood Cell Count (Specimen Type, Specimen Site) - Frequency, Specimen Collection, External Lab Vendor Destination - Reason - White Blood Cell Count (Blood, arterial vein) - Every 12 Hours, Facility Staff will Collect, Baptist - Reason: As per Doctor's Request. (Order A)
Steps
  1. Access the Order Entry Console for Client A.
  2. Validate the 'Order' grid contains an order for White Blood Cell Count (Blood, arterial vein) - Every 12 Hours, Facility Staff will Collect, Baptist - Reason: As per Doctor's Request.
  3. Select "Order A" from the Order grid table.
  4. Validate the 'D/C' button properties equal enabled.
  5. Validate the 'Copy' button properties equal enabled.
  6. Validate the 'Modify' button properties equal enabled.
  7. Validate the 'Print' button properties equal enabled.
  8. Click [Modify].
  9. Validate the 'Frequency' field contains "Every 12 Hours".
  10. Validate the 'First Collect - Date' field properties equal disabled.
  11. Validate the 'First Collect - Date' field does not contain a value.
  12. Validate the 'First Collect - Time' field properties equal disabled.
  13. Validate the 'First Collect - Time' field does not contain a value.
  14. Validate the 'External Lab Vendor Destination' field contains "Baptist".
  15. Validate the 'Communication Method' checkbox properties equal "checked".
  16. Validate the 'Specimen Type' field contains "Blood".
  17. Validate the 'Specimen Site' field contains "arterial vein".
  18. Validate the 'Specimen Collection' field contains "Facility Staff will Collect selected".
  19. Validate the 'Reason - View' button contains a green check mark.
  20. Click [Reason - View].
  21. Verify the 'Multiple Reasons Checklist' dialog exists.
  22. Validate the 'Reasons' field contains "As per Doctor's request selected".
  23. Validate the 'Reasons' selected field contains "As per Doctor's request".
  24. Click [Cancel].
  25. Verify the 'Multiple Reasons Checklist' dialog does not exist.
  26. Validate the 'Duration' field contains "2".
  27. Validate the 'Days' button properties equal selected.
  28. Validate the 'Addl Instructions' field contains the value selected from the 'Instructions' field when creating the order - Fasting is not required.
  29. Verify the 'Add to Scratchpad' button exists.
  30. Verify the 'Ask on Order Entry' button exists.
  31. Click [Add to Scratchpad].
  32. Verify the 'AOE Questions' dialog exists.
  33. Validate the 'AOE Questions' dialog contains a question that is associated to the 'Compendium Order Code' that was selected when creating the Lab-type order code - ex. Specimen Description.
  34. Select any value in the 'Specimen Description' field - ex. OTHER SITE from the AOE Questions dialog.
  35. Click [Save].
  36. Verify the 'AOE Questions' dialog does not exist.
  37. Validate the 'Scratchpad' frame contains the order.
  38. Validate the 'Action' field contains "MODIFY".
  39. Validate the 'Order' field contains "White Blood Cell Count - Every 12 Hours".
  40. Validate the 'Start Date' field contains "01/01/2099".
  41. Validate the 'Stop Date' field contains "a date that is the 'Duration' from the 'Start Date'. In this case is would be "01/02/2099"."
  42. Click [Sign].
  43. Validate the 'Order' grid contains "the new order."
  44. Validate the 'Order' grid contains "an order for White Blood Cell Count (Blood, arterial vein) - Every 12 Hours, Facility Staff will Collect, Baptist - Reason: As per Doctor's request".
  45. Validate the 'Order' grid contains "the 'Additional Instructions' entered when creating the order in the 'Addl Instructions' column - Fasting is not required".
  46. Select "All" from the 'Status' field.
  47. Validate the 'Order' grid contains two orders for order for White Blood Cell Count (Blood, arterial vein) - Every 12 Hours, Facility Staff will Collect, Baptist - Reason: As per Doctor's request".
  48. Validate the 'Order' grid contains one order with an 'Order Status' of "Active".
  49. Validate the 'Order' grid contains one order with an 'Order Status' of "Discontinued".
  50. Access the HomeView.
  51. Access Avatar eMAR for Client A.
  52. Validate the 'Administration Date' field contains the current date.
  53. Validate the 'Patient:' item contains: "Client A's Name and PATID in the format of Last Name,First Name (PATID)".
  54. Verify the 'Lab Orders' tab exists.
  55. Click the 'Lab Orders' tab.
  56. Validate the 'Order Description Column' item does not contain a value.
  57. Set the 'Administration Date' field to "01/01/2099".
  58. Click [Time].
  59. Validate the 'Order Description Column' item does not contain a value.
  60. Set the 'Administration Date' field to the current date.
  61. Click [Time].
  62. Open the 'CareFabric Monitor' form.
  63. Set the 'From Date' field to the current date.
  64. Set the 'Through Date' field to the current date.
  65. Set the 'Client ID' field to the ID associated with Client A.
  66. Select "Out" from the 'Activity Direction' field.
  67. Click [View Activity Log].
  68. Verify the 'CareFabric Monitor Report' page exists.
  69. Validate the 'CareFabric Monitor Report' page contains a No Data Found For Report message.
Scenario 7: New Pharmacy Order - Pre-Admit episode - created by a user whose actions need validation
Specific Setup:
  • RxConnect must be installed and configured to communicate with myAvatar and vice versa.
  • Avatar CareFabric must be installed and configured to communicate with myAvatar and vice versa.
  • CareConnect must be installed and configured to communicate with Avatar CareFabric and vice versa.
  • There must be an active '(Outbound)ORDERS-RXCONNECT' connection.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow Open-Ended Orders' registry setting is set to "NX", which is No with exceptions.
  • The '(519) Allow Open-Ended Orders' extended attribute off of '(500) Order Types' for "Pharmacy" does not contain a value.
  • The 'Avatar PM->Client Management->Movement Options->->->Allow Admission To File/Edit Pre-Admits' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' registry setting must be set to "Y".
  • Two users must existing in the application. Both users should not have a value selected in the 'Allow To Activate Pre-Admit Orders' field on the 'Order Entry User Definition' or 'Order Entry User Role' forms
  • One that access to all actions in the Order Entry Console (User A).
  • One that has to have their order actions validated (User B).
  • A client must have an active Pre-Admit episode (Client A).
Steps
  1. Log into the application as User A.
  2. Set the 'Search Clients' field in the 'My Clients' widget to "Client A's PATID".
  3. Select "Client A" in the results list.
  4. Select the 'Order Entry Console'.
  5. Set the 'New Order' field to a pharmacy-type order code (ex. PRILOSEC (OMEPRAZOLE) 10 MG CAPSULE, DELAYED RELEASE ORAL)
  6. Set the 'Dose' field to "1".
  7. Select "CAPSULE" in the 'Dose Unit' field.
  8. Select a value that has administration times associated to it in the 'Freq' field. (ex. TWICE A DAY, which has administration times of 09:00 AM and 09:00 PM)
  9. Validate that the 'First Dose Date' field is disabled and does not contain a value.
  10. Validate that the 'First Dose Time' field is disabled and does not contain a value.
  11. Validate that the 'Skip 1st Dose' and 'Give Initial Dose Now' [Yes] buttons are disabled.
  12. Select any value in the 'Reason' field.
  13. Set the 'Diagnosis' field to "Heartburn".
  14. Validate that the 'Duration' field is required and enabled.
  15. Set the 'Duration' field to "30" and click [Days].
  16. Validate that the 'Start Date', 'Start Time', 'Stop Date' and 'Stop Time' fields are not displayed.
  17. Select any value in the 'Instructions' field and validate that it is displayed in the 'Addl Instructions' field.
  18. Click [Add to Scratchpad].
  19. Validate that the order is in the 'Scratchpad'.
  20. Validate that 'Action' contains "ADD".
  21. Validate that 'Order' contains "PRILOSEC (OMEPRAZOLE) 10 MG CAPSULE, DELAYED RELEASE ORAL - 1 CAPSULE TWICE A DAY".
  22. Validate that 'Start Date' contains "01/01/2099".
  23. Validate that 'Stop Date' contains a date that is 30 days from the 'Start Date'. - "01/30/2099".
  24. Select the Practitioner associated with User B in the 'Ordering Practitioner' field.
  25. Click Sign.
  26. Validate that the 'Order grid' contains the new order.
  27. Validate that 'Order Details' contains: "PRILOSEC (OMEPRAZOLE 10 MG ORAL CAPSULE, DELAYED RELEASE - 1 CAPSULE, TWICE A DAY - Reason: [the reason selected when creating the order]."
  28. Validate that 'Additional Instructions' contains the 'Additional Instructions' entered when creating the order.
  29. Validate that 'Order Status' contains "Requires Validation ([Practitioner Name in the format of Last Name,First Name associated with User B] - Create New Order)".
  30. Validate that 'Start Date' contains "01/01/2099".
  31. Validate that 'Stop Date' contains "01/30/2099".
  32. Access the 'HL7 Connection Monitor' form.
  33. Select "(Outbound) ORDERS-RXCONNECT" in the 'Select Row' field.
  34. Click [Show Transaction Log].
  35. Validate that the 'HL7 Outbound Transaction Log' report does not contain any messages for Client A.
  36. Close the report and the form.
  37. Select "Client A" and select 'eMAR'.
  38. Validate that the 'Administration Date' field contains the current date.
  39. Remain on the 'Medications' tab.
  40. Validate that 'Patient:' contains Client A's Name and PATID in the format of Last Name,First Name (PATID).
  41. Validate that no orders are displayed
  42. Set the 'Administration Date' field to "01/01/2099".
  43. Click Refresh.
  44. Validate that no orders are displayed.
  45. Set the 'Administration Date' field back to the current date.
  46. Access the 'CareFabric Monitor' form.
  47. Set the 'From Date' field to the current date.
  48. Set the 'Through Date' field to the current date
  49. Set the 'Client ID' field to the PATID associated with Client A.
  50. Select "Out" in the 'Activity Direction' field.
  51. Click [View Activity Log].
  52. Validate that the 'CareFabric Monitor Report' contains no messages with an 'Activity Type' of "MedicationOrderCreated".
  53. Log out as User A and Log in as User B.
  54. Select "Client A" and access the 'Order Entry Console'.
  55. Validate that the 'Order grid' contains an order for "PRILOSEC (OMEPRAZOLE) 10 MG ORAL CAPSULE, DELAYED RELEASE - 1 CAPSULE, TWICE A DAY" with an 'Order Status' of "Requires Validation ([Practitioner who was entered in the 'Ordering Practitioner' field] - Create New Order)".
  56. Select the order in the 'Order grid'.
  57. Click [Validate].
  58. Validate that the order now has an 'Order Status' of "Active".
  59. Access the 'HL7 Connection Monitor' form.
  60. Select "(Outbound) ORDERS-RXCONNECT" in the 'Select Row' field.
  61. Click [Show Transaction Log].
  62. Validate that the 'HL7 Outbound Transaction Log' report does not contain any messages for Client A.
  63. Close the report and the form.
  64. Select "Client A" and select 'eMAR'.
  65. Validate that the 'Administration Date' field contains the current date.
  66. Remain on the 'Medications' tab.
  67. Validate that 'Patient:' contains Client A's Name and PATID in the format of Last Name,First Name (PATID).
  68. Validate that no orders are displayed
  69. Set the 'Administration Date' field to "01/01/2099".
  70. Click Refresh.
  71. Validate that no orders are displayed.
  72. Set the 'Administration Date' field back to the current date.
  73. Access the 'CareFabric Monitor' form.
  74. Set the 'From Date' field to the current date.
  75. Set the 'Through Date' field to the current date
  76. Set the 'Client ID' field to the PATID associated with Client A.
  77. Select "Out" in the 'Activity Direction' field.
  78. Click [View Activity Log].
  79. Validate that the 'CareFabric Monitor Report' contains no messages with an 'Activity Type' of "MedicationOrderCreated".
Scenario 8: Interaction checking - Orders This Episode and Admission Med Reconciliation - Pre-Admit episode
Specific Setup:
  • RxConnect must be installed and configured to communicate with myAvatar and vice versa.
  • Avatar CareFabric must be installed and configured to communicate with myAvatar and vice versa.
  • CareConnect must be installed and configured to communicate with Avatar CareFabric and vice versa.
  • There must be an active '(Outbound)ORDERS-RXCONNECT' connection.
  • The 'Avatar PM->Client Management->Movement Options->->->Allow Admission To File/Edit Pre-Admits' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' registry setting must be set to "Y".
  • The user who is logged into the application must have no value selected in the 'Allow To Activate Pre-Admit Orders' field on the 'Order Entry User Definition' or 'Order Entry User Role' forms
  • A client must have an active Pre-Admit episode (Client A).
  • Client A must have a "NEW" order for "ADVIL MIGRAINE 200 MG CAPSULE, LIQUID FILLED ORAL - 1 TABLET TWICE A DAY" in the 'Inpatient Medications Scratchpad' on 'Admission Med Reconciliation' and Finalize for Admission must have been pressed, which locks down the form.
Steps
  1. Access the Order Entry Console for Client A
  2. Set the 'New Order' field to "WARFARIN 10 MG TABLET ORAL"
  3. Set the 'Dose' field to "1"
  4. Select "TABLET" from the 'Dose Unit' field
  5. Select a value that has administration times associated to it (ex. TWICE A DAY, which has administration times of 09:00 AM and 09:00 PM) from the Freq field
  6. Validate the 'First Dose Date' field properties equal disabled
  7. Validate the 'First Dose Date' field does not contain a value
  8. Validate the 'First Dose Time' field properties equal disabled
  9. Validate the 'First Dose Time' field does not contain a value
  10. Validate the 'Skip 1st Dose - Yes' button properties equal disabled
  11. Validate the 'Give Initial Dose Now - Yes' button properties equal disabled
  12. Select any value from the 'Reason' field
  13. Validate the 'Duration' field properties equal required
  14. Validate the 'Duration' field properties equal enabled
  15. Set the 'Duration' field to "30"
  16. Click [Doses]
  17. Verify the 'Start Date' field does not exist
  18. Verify the 'Start Time' field does not exist
  19. Verify the 'Stop Date' field does not exist
  20. Verify the 'Stop Time' field does not exist
  21. Select any value from the 'Instructions' field
  22. Validate the 'Addl Instructions' field contains the value selected in the 'Instructions' field.
  23. Click [Add to Scratchpad]
  24. Validate the 'Action' field contains "ADD"
  25. Validate the 'Action' field contains a warning icon of a red triangle with a white exclamation point
  26. Validate the 'Order' field contains "WARFARIN 10 MG TABLET ORAL - 1 TABLET TWICE A DAY"
  27. Validate the 'Start Date' field contains "01/01/2099"
  28. Validate the 'Stop Date' field contains a date that is 30 Days from the 'Start Date'. - 01/30/2099.
  29. Click [Sign]
  30. Verify the 'Interactions' dialog exists
  31. Verify the 'Interactions' tab exists
  32. Validate the 'Interactions' tab contains "the 'Interactions' tab with Drug-To-Drug Interaction(s) ----------------------- Interaction Severity Filter Level being used: MAJOR Drugs Being Screened: WARFARIN 10 MG ORAL TABLET and ADVIL MIGRAINE 200 MG ORAL CAPSULE, LIQUID FILLED Interaction Description: ANTICOAGULANTS and NSAIDS Screening Message: Concurrent use of ANTICOAGULANTS and NSAIDS may result in increased risk of bleeding. Clinical Effect: increased risk of bleeding Severity Level: MAJOR"
  33. Set the 'Notes' field to any value
  34. Click [Save Override and Exit]
  35. Verify the 'Interactions' dialog does not exist
  36. Validate the 'Order' grid contains the new order
  37. Validate the 'Order' grid contains the following in the 'Order Details' column: WARFARIN 10 MG ORAL TABLET - 1 TABLET, TWICE A DAY (Starting Doses: 60) - Reason: [Value selected in the 'Reason' field].
  38. Validate the 'Order' grid contains the 'Additional Instructions' entered when creating the order in the 'Addl Instructions' column.
  39. Validate the 'Order' grid contains an 'Order Status' of "Active No Renew - Use Reorder"
  40. Validate the 'Order' grid contains a value of "01/01/2099" in the 'Start Date' field.
  41. Validate the 'Order' grid contains a 'Stop Date' that is 30 days in the future of the 'Start Date', which will be "01/30/2099"
  42. Access the HomeView
  43. Open the 'HL7 Connection Monitor' form
  44. Select "(Outbound) ORDERS-RXCONNECT" from the 'Select Row' field
  45. Click [Show Transaction Log]
  46. Verify the 'HL7 Outbound Transaction Log' page exists
  47. Validate the 'HL7 Outbound Transaction Log' page does not contain any messages for Client A.
  48. Click [Close Report]
  49. Click [Close Form]
  50. Access Avatar eMAR for Client A
  51. Validate the 'Administration Date' field contains the current date
  52. Verify the 'Medications' tab exists
  53. Validate the 'Patient:' item contains Client A's Name and PATID in the format of Last Name,First Name (PATID).
  54. Validate that no orders is displayed.
  55. Set the 'Administration Date' field to "01/01/2099" and tab out of the field.
  56. Validate that no orders are displayed.
  57. Set the 'Administration Date' field to the current date
  58. Access the HomeView
  59. Open the 'CareFabric Monitor' form
  60. Set the 'From Date' field to the current date
  61. Set the 'Through Date' field to the current date
  62. Set the 'Client ID' field to the ID associated with Client A.
  63. Select "Out" from the 'Activity Direction' field
  64. Click [View Activity Log]
  65. Verify the 'CareFabric Monitor Report' page exists
  66. Validate the 'CareFabric Monitor Report' page contains no messages with an 'Activity Type' of "MedicationOrderCreated".
Topics
• Order Entry Console
AV-72391 Summary | Details
'Form Designer' for 'Form Definition' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Definition (CWS)
  • Form Designer (CWS)
  • Form Designer (PM)
Scenario 1: 'Form Designer' - Verification of Form Layout Changes
Specific Setup:
  • Avatar PM/MSO/CWS form eligible for layout/event definition entries via 'Form Designer'
  • 'CSMPROG' username/login is required to access 'Form Definition' form in 'Form Designer'
Steps
  1. Open Avatar PM/MSO/CWS 'Form Designer' form.
  2. Select 'Form Definition' form in 'Forms' field.
  3. Note - 'CSMPROG' username/login is required to access 'Form Definition' form in 'Form Designer'
  4. Select 'Event Definition' section in 'Sections' field.
  5. Click 'Show Section' button.
  6. Ensure that Form Designer Layout form is displayed for edit, with all fields in 'Event Definition' section of 'Form Definition' form present.
  7. Move/resize fields in 'Event Definition' section as desired; click 'Save' button to save Form Designer Layout changes.
  8. Click 'Submit' button to file 'Form Designer' form/layout changes.
  9. Open Avatar PM/MSO/CWS 'Form Definition' form.
  10. Select existing Avatar PM/MSO/CWS form for edit (or click 'New Avatar ... Form' button and select envelope for new form creation).
  11. Navigate to 'Section Definition' section of form; select form section for edit/entry.
  12. Navigate to 'Object Definition' section of form; select object for Event Definition edit/entry.
  13. Navigate to 'Event Definition' section of 'Form Definition' form.
  14. Ensure that all Form Designer Layout changes saved/filed for field placement and sizing are present in 'Event Definition' section display of Avatar PM/MSO/CWS 'Form Definition' form.
Topics
• Forms Designer • NX
AV-72397 Summary | Details
Auto Refresh - To Do's
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - document routing - verify password
  • Review To Do Item
Scenario 1: Auto Refresh 'To Do's' List
Specific Setup:
  • Tester is assigned multiple ‘To Do’ items.
  • Tester has ‘My To Do’s Widget’ on the home page.
Steps
  1. Review the ‘My To Do’s’ widget to note the number of items for each category. The total of the items will equal the number of ‘To Do’s’ that will be noted below.
  2. Access the dropdown menu, designated by three lines in the upper right corner of the form.
  3. Click on the ‘Checkmark’ to display the ‘To Do’s’.
  4. Note the number of ‘To Do’s’ to verify that the total matches the number of items in the widget.
  5. Select any item and click [Review To Do Item].
  6. Check the ‘Reviewed’ checkbox.
  7. Click [Submit].
  8. Wait a few seconds and note that the number of ‘To Do’s’ is reduced by one.
  9. If desired, mark additional items as ‘Reviewed’ and submit.
  10. After each item note that the number of ‘To Do’s’ is reduced by one.
  11. Note the final count of ‘To Do’s’.
  12. Review the ‘My To Do’s’ widget to note that the total number of items has changed and now matches the final count of ‘To Do’s’.
  13. Select an item in any category of the widget, review and submit it.
  14. Validate that the widget category count is reduced by one.
  15. If desired, mark additional items as ‘Reviewed’ and submit.
  16. Note the final number of ‘To Do’s’ in the widget.
  17. Note that the number of ‘To Do’s’ in the dropdown menu matched the final number of ‘To Do’s’ in the widget.
Topics
• NX • Widgets
AV-72402 Summary | Details
Widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Individual Progress Note
  • App Dashboard
  • Chrome Browser Window
Scenario 1: Widgets added to the form - Unlocking all the widgets from the form.
Steps
  1. Select an existing client.
  2. Open the 'Individual Progress Note' form for the client.
  3. Validate the 'Individual Progress Note' form is open.
  4. Validate that all the widgets on the form have the unlock icon.
  5. Unlock the first widget from the top of the form.
  6. Validate the widget unlocks and loads successfully.
  7. Unlock the all the widgets on the form.
  8. Validate all the widgets unlock and load successfully.
  9. Discard the form.
  10. Validate all unlocked widgets close successfully.
Scenario 2: Closing the unlocked form - Validating all the unlocked widgets added to the form
Steps
  1. Locate the 'My Clients' widget.
  2. Navigate to the desired client.
  3. Unlock the 'Individual Progress Note' form for an existing client.
  4. Validate that all the widgets on the form have the unlock icon.
  5. Unlock the first widget from the top of the form.
  6. Validate the widget unlocks and loads successfully.
  7. Unlock the all the widgets on the form.
  8. Validate all the widgets unlock and load successfully.
  9. Close the form.
  10. Validate the form and all unlocked widgets close successfully.
Scenario 3: Logging out from the application - Validate all unlocked widgets of the form closed
Steps
  1. Locate 'My Forms'.
  2. Navigate to the 'Individual Progress Note' form.
  3. Unlock the 'Individual Progress Note' form for an existing client.
  4. Validate the 'Individual Progress Note' form is open and unlocked.
  5. Validate that all the widgets on the form have the unlock icon.
  6. Unlock the first widget from the top of the form.
  7. Validate the widget unlocks and loads successfully.
  8. Unlock the all the widgets from the form.
  9. Validate all the widgets unlock and load successfully.
  10. Logout of the application.
  11. Validate all unlocked windows are closed.
Scenario 4: Reloading the page - Validate all unlocked windows closed
Steps
  1. Locate 'My Clients' widget.
  2. Navigate to the desired client.
  3. Unlock the 'Individual Progress Note' form for an existing client.
  4. Validate the 'Individual Progress Note' form is open and unlocked.
  5. Validate that all the widgets on the form have the unlock icon.
  6. Unlock the first widget from the top of the form.
  7. Validate the widget undocks and loads successfully.
  8. Unlock the all the widgets from the form.
  9. Validate all the widgets unlock and load successfully.
  10. Reload the page by Ctrl + R or the reload button.
  11. Validate all unlocked windows are closed.
Scenario 5: Unlocking forms and widgets - Login into NX in two separate tabs on the same browser window
Steps
  1. Login to NX in the two separate tab of the same browser.
  2. First Tab:
  3. Select an existing client.
  4. Open the 'Individual Progress Note' form for the client.
  5. Validate the 'Individual Progress Note' form is open.
  6. Validate that all the widgets on the form have the unlock icon.
  7. Unlock the first widget from the top of the form.
  8. Validate the widget unlocks and loads successfully.
  9. Unlock the all the widgets from the form.
  10. Validate all the widgets unlock and load successfully.
  11. Second tab:
  12. Select an existing client.
  13. Open the 'Individual Progress Note' form for the client.
  14. Validate the 'Individual Progress Note' form is open.
  15. Validate all the widgets on the form has the Unlock icon.
  16. Unlock the first widget from the top of the form.
  17. Validate the widget unlocks and loads successfully.
  18. Unlock the all the widgets from the form.
  19. Validate all the widgets Unlock and load successfully.
  20. Discard the form.
  21. Validate all unlocked widgets close successfully.
  22. Close the first tab.
  23. Validate that the first session's unlocked windows are all closed, and the second sessions' unlocked windows are all still open .
Scenario 6: Unlocking all the widgets from one of the form - when the same form opened in two different tab
Steps
  1. Select an existing client.
  2. Open the 'Individual Progress Note' form for the client.
  3. Validate the 'Individual Progress Note' form is open.
  4. Validate that all the widgets on the form have the unlock icon.
  5. Unlock the first widget from the top of the form.
  6. Validate the widget undocks and loads successfully.
  7. Open the 'Individual Progress Note' form for a different client.
  8. Validate the 'Individual Progress Note' form is open.
  9. Validate that all the widgets on the form have the unlock icon.
  10. Unlock the last widget from the form.
  11. Validate the widget unlocks and loads successfully.
  12. Switch to the first 'Individual Progress Note' form that was opened.
  13. Discard the form.
  14. Validate the form is closed, the widget unlocked from that form is closed, and the widgets unlocked from the other 'Individual Progress Note' form is still open.
Topics
• NX • Widgets
AV-72516 Summary | Details
Avatar NX - Form designer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (PM)
Scenario 1: Form Designer - moving/reordering individual radio buttons and checkboxes
Specific Setup:
  • Have a form [FormA], that contains a "Single-Select" locked dictionary field [FieldA] with three values and a "Multiple Select" locked dictionary [FieldB] containing three values. (Note: Single select locked dictionary values display with "radio buttons" and multiple select display with "check boxes", for selection)
  • Have access to "Form Designer"
Steps
  1. Open "Form Designer"
  2. Select [FormA]
  3. In the "Sections field, select the section containing [FieldA] and [FieldB]
  4. Click [Show Section]
  5. Select [FieldA] on the layout containing the values with radio boxes for selection
  6. On the left side panel in the "Technical Details" section, locate the "Option" column
  7. Validate the three values for [FieldA] are listed in the "Option" column. For this example: "ValueA" is the first value, "ValueB" is the second value and "ValueC" is the third value
  8. Click and drag one of the values in the "Option" column to a different order list position. For this example: "ValueC" is dragged form the third position to the first position in the list
  9. Validate [FieldA] on the layout, now displays the values in the new order
  10. Select [FieldB] on the layout containing the values with radio boxes for selection
  11. On the left side panel in the "Technical Details" section, locate the "Option" column
  12. Validate the three values for [FieldB] are listed in the "Option" column. For this example: "ValueA" is the first value, "ValueB" is the second value and "ValueC" is the third value
  13. Click and drag one of the values in the "Option" column to a different order list position. For this example: "ValueC" is dragged form the third position to the first position in the list
  14. Validate [FieldB] on the layout, now displays the values in the new order
  15. Select [FieldA] on the layout containing the values with radio boxes for selection
  16. On the left side panel in the "General" section, click the "Radio/Checkbox layout" property drop down list
  17. Select "Horizontal" from list
  18. Validate the three values in [FieldA] on the layout, are displayed horizontally
  19. Select "Vertical" from the list
  20. Validate the three values in [FieldA] on the layout, are displayed vertically
  21. Select [FieldB] on the layout containing the values with radio boxes for selection
  22. On the left side panel in the "General" section, click the "Radio/Checkbox layout" property drop down list
  23. Select "Horizontal" from list
  24. Validate the three values in [FieldB] on the layout, are displayed horizontally
  25. Select "Vertical" from the list
  26. Validate the three values in [FieldB] on the layout, are displayed vertically
  27. Click the [Save] button
  28. Click the [Submit] button
  29. Open [FormA]
  30. Navigate to [FieldA]
  31. Validate [FieldA] on the layout, now displays the three values in the new order changed and then submitted in step 28
  32. Validate the three values in [FieldA] are displayed vertically as expected
  33. Navigate to [FieldB]
  34. Validate [FieldB] on the layout, now displays the three values in the new order changed and then submitted in step 28
  35. Validate the three values in [FieldB] are displayed vertically as expected
Topics
• Form Designer • NX
AV-72553 Summary | Details
OE NX - Order Entry Source, Protocol Information to Reset When Order Signed
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Order Entry Source, Protocol Information to Reset When Order Signed
Specific Setup:
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(502) Order Entry Source’ dictionary for “Original Computer Entry”:

1. '(40202) Requires Protocol Specification' = "No"

2. '(503) Require Read-Back Confirmation' = "No"

3. '(528) Electronic Source' = "Yes"

  • The following extended attributes must be set in the Order Entry Tabled Files ‘(502) Order Entry Source’ dictionary for “Source A”:

1. '(40202) Requires Protocol Specification' = "Yes"

2. '(503) Require Read-Back Confirmation' = "No"

3. '(528) Electronic Source' = "No"

  • 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. Search for and select "XANAX 1 MG TABLET ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "MG" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "30" and click [Days].
  7. Click [Add to Scratchpad].
  8. Validate the 'Source' field contains "Original Computer Entry" and click [Sign].
  9. Validate the 'Order grid' contains an order for "XANAX 1 MG ORAL TABLET, TWICE A DAY".
  10. Validate the 'Source' field contains "Original Computer Entry".
  11. Set the New Order field to "ADVIL".
  12. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  13. Set the 'Dose' field to "200".
  14. Select "MG" from the 'Dose Unit' field.
  15. Select "TWICE A DAY" from the 'Freq' field.
  16. Set the 'Duration' field to "30" and click [Days].
  17. Click [Add to Scratchpad].
  18. Validate the 'Source' field contains "Original Computer Entry"
  19. Select "Source A" from the 'Source' field.
  20. Validate the 'Protocol' field is required and select any value.
  21. Click [Sign].
  22. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET, TWICE A DAY".
  23. Validate the 'Source' field contains "Original Computer Entry".
  24. Select a different client from the 'My Clients' list.
  25. Validate the 'Source' field contains "Original Computer Entry".
  26. Select "Source A" from the 'Source' field.
  27. Select "Client A" from the 'My Clients' list.
  28. Validate the 'Source' field contains "Source A".
Topics
• myAvatar NX Only • NX • Order Entry Console
AV-73523 Summary | Details
OE NX - Copy Discharged Orders to a Different Episode
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Discharge
  • Orders This Episode
Scenario 1: OE NX - Copy Discharged Orders to a Different Episode
Specific Setup:
  • Avatar NX Release 2022.01.00 and Avatar Order Entry 2021 Update 72 must both be installed for full functionality
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Orders "continue" when copied from disch. Ep. to new Ep. (ext. pharmacy mode)' registry setting must be set to "Y"
  • Please log out of the application and log back in after completing the above configuration
  • A client must have an 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 10 MG Tablet ORAL" from the 'New Order' field.
  3. Click [TAPER/TITRATE].
  4. Set the 1st 'Dose' field to "1".
  5. Validate "Tablet" is displayed in the 1st 'Dose Unit' field.
  6. Select "TWICE A DAY" from the 1st 'Frequency' field and click [Add Step].
  7. Set the 2nd 'Dose' field to "2".
  8. Validate "Tablet" is displayed in the 2nd 'Dose Unit' field.
  9. Select "TWICE A DAY" from the 2nd 'Frequency' field and click [Add Step].
  10. Set the 3rd 'Dose' field to "3".
  11. Validate "Tablet" is displayed in the 3rd 'Dose Unit' field.
  12. Select "TWICE A DAY" from the 3rd 'Frequency' field and click [Add Step].
  13. Set the 4th 'Dose' field to "4".
  14. Validate "Tablet" is displayed in the 4th 'Dose Unit' field.
  15. Select "TWICE A DAY" from the 4th 'Frequency' field and click [Add to Scratchpad].
  16. Populate any remaining required fields for the orders in the 'Scratchpad' and click [Final Review].
  17. Validate the 'Interactions' dialog is displayed.
  18. Override all interactions and click [Save Override and Exit].
  19. Validate the 'Final Review' dialog is displayed.
  20. Select "eRX" in the 'Output' field for all orders and click [Sign].
  21. Validate the 'Order grid' contains the 4 "Prednisone" orders.
  22. Access the 'Discharge' form.
  23. Set the 'Date Of Discharge' field to the current date.
  24. Set to 'Discharge Time' field to the current time.
  25. Select any value from the 'Type Of Discharge' field.
  26. Set the 'Discharge Practitioner' field to any practitioner and click [Submit].
  27. Access the 'Admission' form to add a new episode.
  28. Populate all fields required to admit this client into a program that is configured for 'External Pharmacy Mode' and click [Submit].
  29. Log out of the application and log back in.
  30. Select "Client A" and access the Order Entry Console.
  31. Select "Episode # 1 'Header Episode' field.
  32. Select "Discontinued Upon Discharge" from the 'Status' field.
  33. Select "Episode # 2 'Episode - Scratchpad' field.
  34. Select all 4 "Prednisone" orders and click [Copy].
  35. Click [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.
  39. Validate that "None" is selected for all orders and click [Sign].
  40. Select "Episode # 2" in the 'Header Episode' field.
  41. Select "Active" from the 'Status' field.
  42. Validate the 'Order grid' contains all 4 "Prednisone" orders.
  43. If the original order’s 'Start Date' and 'Start Time' is before the current date/time, the new order 'Start Date' and 'Start Time' will be one minute after the original order’s 'Discontinue Date' and 'Discontinue Time'. This will ensure no gap in administrations or inadvertent overlap.
  44. If the original order’s 'Start Date' and 'Start Time' is greater than current date/time, then the 'Start Date' and 'Start Time' from the original order will be retained.
Topics
• Order Entry Console
AV-73684 Summary | Details
OE NX - Sliding Scale Insulin Instructions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
  • Order Code Setup
  • Orders This Episode
  • Sliding Scale Insulin Template Setup
Scenario 1: NX - Variable Sliding Scale Insulin Template
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. Access the 'Sliding Scale Insulin Template Setup' form.
  2. Select 'Add New Template' from the 'Add/Edit Sliding Scale Insulin Template' field.
  3. Set the 'New Sliding Scale Insulin Template' field to "test_template".
  4. Set the 'Sliding Scale Insulin Template Description' field to "test template".
  5. Set the 'Period 1 Column Name' field to "Unit(s) before the first period".
  6. Set the 'Period 2 Column Name' field to "Unit(s) before the second period".
  7. Set the 'Period 3 Column Name' field to "Unit(s) before the third period".
  8. Set the 'Period 4 Column Name' field to "Unit(s) before the fourth period".
  9. Click [Sliding Scale Insulin Template Details].
  10. Validate the 'Sliding Scale Insulin Template Setup' grid displays and click [New Row].
  11. Set the 'Blood Glucose From' field to "0".
  12. Set the 'Blood Glucose Up To' field to "150".
  13. Set the 'Unit(s) before the first period' field to "1".
  14. Set the 'Unit(s) before the second period' field to "1".
  15. Set the 'Unit(s) before the third period' field to "1".
  16. Set the 'Unit(s) before the fourth period' field to "1" and click [New Row].
  17. Set the 2nd 'Blood Glucose From' field to "151".
  18. Set the 2nd 'Blood Glucose Up To' field to "300".
  19. Set the 2nd 'Unit(s) before the first period' field to "2".
  20. Set the 2nd 'Unit(s) before the second period' field to "2".
  21. Set the 2nd 'Unit(s) before the third period' field to "2".
  22. Set the 2nd 'Unit(s) before the fourth period' field to "2" and click [New Row].
  23. Set the 3rd 'Blood Glucose From' field to "301".
  24. Set the 3rd 'Blood Glucose Up To field' to "500".
  25. Set the 3rd 'Unit(s) before the first period' field to "4".
  26. Set the 3rd 'Unit(s) before the second period' field to "4".
  27. Set the 3rd 'Unit(s) before the third period' field to "4".
  28. Set the 3rd 'Unit(s) before the fourth period' field to "4" and click [Save] and [Submit].
  29. Validate a message displays stating "Sliding Scale Insulin Template Setup has completed. Do you wish to return to form?" and click [No].
  30. Access the 'Order Code Setup' form.
  31. Select 'Edit Existing Code' from the 'Add/Edit Order Code' field.
  32. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" from the 'Existing Order Code' field.
  33. Check the 'Enable Sliding Scale Insulin Instructions' checkbox and click [Submit].
  34. Validate a message is displayed stating "Order Code Setup has completed. Do you wish to return to form?" and click [No].
  35. Select "Client A" and access the Order Entry Console.
  36. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" from the 'New Order' field.
  37. Click [Sliding Scale Instructions].
  38. Select "test template" from the 'Template Combo' field and click [Save].
  39. Select "AS NEEDED" from the 'Freq' field.
  40. Set the 'Duration' field to "12" and click [Days].
  41. Click [Add to Scratchpad] and [Sign].
  42. Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTION AS NEEDED".
  43. Access the 'eMAR' widget.
  44. Validate an order for "Humalog" is displayed with no hours of administration under the current date.
  45. Select a cell under the current date for the "Humalog" order and click [Administer].
  46. Perform 'Order Acknowledgement' and 'Client Education' for the "Humalog" order.
  47. Validate the 'Administration Event' dialog is displayed.
  48. Set the 'Med ID' cell to the NDC of the "Humalog" order (00002-7510-17) and click [SSI].
  49. Set the 'Blood Glucose (mg/dL)' field to "120" and press Tab.
  50. Validate the correct cell is selected and click [Select Dose].
  51. Validate the 'Qty' cell is equal to the value selected in the 'Sliding Scale Insulin' dialog.
  52. Select any successful administration event from the 'Administration Event' field.
  53. Check the 'Accept administration information entered' checkbox and click [OK].
  54. Validate the first cell under the current date contains "1 Unit" and the time administered.
  55. Access the 'Sliding Scale Insulin Template Setup' form.
  56. Select 'Edit Existing Template' from the 'Add/Edit Sliding Scale Insulin Template' field.
  57. Select "test template (test_template)" from the 'Existing Sliding Scale Insulin Template' field.
  58. Validate a message is displayed stating "You are editing a 'Sliding Scale Insulin Template' that has been used on actual orders. As such, the Period 'Column Name' and 'Active' prompts have been disabled." and click [OK].
Topics
• Order Entry Console
AV-73875 Summary | Details
Order Entry Console (Orders This Episode section) - Default duration in Doses
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Orders This Episode
  • Order Group Setup
  • Order Entry Console - Admission Med Reconciliation
Scenario 1: OE NX - Orders This Episode - Create an order with a 'Frequency Code' of "PRN" with a 'Default Duration (Doses)'.
Specific Setup:
  • Two frequency codes must exist. One that has administration hours of "09:00 AM", "03:00 PM", and "09:00 PM" (3 TIMES A DAY) and one that has a 'Routine or PRN (AS Needed' equal to "PRN" and no administration hours. (AS NEEDED).
  • A pharmacy-type order code must have a 'Default Duration (Doses)' of "10" and must have "Yes" selected in the 'Allow Open-Ended Orders' field. (Order Code A)
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "Capsule" in the 'Dose Unit' field.
  5. Select "3 TIMES A DAY" in the 'Freq' field.
  6. Validate the 'Duration' field contains "10" and that [Doses] is selected.
  7. Validate the 'Start Date' field contains the current date.
  8. Validate the 'Start Time' field contains the current time, which is after "09:00 AM" and before "03:00 PM".
  9. Validate the 'Stop Date' field contains a date that is 3 days in the future of the 'Start Date'.
  10. Validate the 'Stop Time' field contains "03:00 PM".
  11. Select "AS NEEDED" in the 'Freq' field.
  12. Validate the 'Duration' field contains "10".
  13. Validate [Doses] is disabled and not selected.
  14. Validate the 'Stop Date' and 'Stop Time' fields do not contain values.
  15. Click [Add to Scratchpad] and [Sign].
  16. An 'Interactions' dialog may be displayed.
  17. If displayed override all interactions and click [Save Override and Exit].
  18. Validate the 'Order grid' contains an order for "CEFACLOR 250 MG ORAL CAPSULE 1 TABLET, AS NEEDED".
Scenario 2: OE NX - Orders This Episode - Order Group - Create an order with a 'Frequency Code' of "PRN" with a 'Default Duration (Doses)'.
Specific Setup:
  • Three frequency codes must exist. One that has administration hours of "09:00 AM", "03:00 PM", and "09:00 PM" (3 TIMES A DAY), one that has administration hours "12:00 AM", "06:00 AM", "12:00 PM", and "06:00 PM" (4 TIMES A DAY), and one that has a 'Routine or PRN (AS Needed' equal to "PRN" and no administration hours. (AS NEEDED).
  • A pharmacy-type order code must have a 'Default Duration (Doses)' of "10" and must have "Yes" selected in the 'Allow Open-Ended Orders' field. (Order Code A)
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed.
  4. Validate the 'Order Group Start Date' field contains the current date.
  5. Validate the 'Order Group Start Time' field contains the current time, which is after "03:00 PM" and before "06:00 PM".
  6. Validate the "CEFACLOR 250 MG CAPSULE ORAL" and "ALEVE 220 MG TABLET ORAL" order codes are displayed.
  7. Click [Select All].
  8. Set the 1st 'Dose' field to "1".
  9. Select "Capsule" in the 1st 'Dose Unit' field.
  10. Select "3 TIMES A DAY" in the 1st 'Freq' field.
  11. Validate the 1st 'Duration' field contains "10" and click [Doses].
  12. Validate the 1st 'Start Date' field contains the current date.
  13. Validate the 1st 'Start Time' field contains the current time, which is after "09:00 AM and before "03:00 PM".
  14. Validate the 1st 'Stop Date' field contains a date that is 3 days in the future of the 'Start Date'.
  15. Validate the 1st 'Stop Time' field contains "03:00 PM".
  16. Select "AS NEEDED" in the 'Freq' field.
  17. Validate the 1st 'Duration' field contains "10".
  18. Validate that 1st [Doses] is disabled and not selected.
  19. Validate the 1st 'Stop Date' and 1st 'Stop Time' fields do not contain values.
  20. Set the 2nd 'Dose' field to "1".
  21. Select "Tablet" in the 2nd 'Dose Unit' field.
  22. Select "4 TIMES A DAY" in the 'Freq' field.
  23. Validate the 2nd 'Duration' field contains "15" and click [Doses].
  24. Validate the 2nd 'Start Date' field contains the current date.
  25. Validate the 2nd 'Start Time' field contains the current time, which is after "12:00 PM and before "06:00 PM".
  26. Validate the 2nd 'Stop Date' field contains a date that is 4 days in the future of the 'Start Date'.
  27. Validate the 2nd 'Stop Time' field contains "06:00 AM".
  28. Select "AS NEEDED" in the 'Freq' field.
  29. Validate the 2nd 'Duration' field contains "15".
  30. Validate that [Doses] is disabled and not selected.
  31. Validate the 2nd 'Start Date' field contains the current date.
  32. Validate the 2nd 'Start Time' field contains the current time, which is after "12:00 PM and before "06:00 PM".
  33. Validate the 2nd 'Stop Date' and 2nd 'Stop Time' fields do not contain values.
  34. Click [Add to Scratchpad].
  35. Click [Sign].
  36. An 'Interaction' dialog may be displayed.
  37. If displayed override all interactions and click [Save Override and Exit].
  38. Validate the 'Order grid' contains orders for "CEFACLOR 250 MG ORAL CAPSULE 1 TABLET, AS NEEDED" and "ALEVE 220 MG ORAL TABLET 1 TABLET, AS NEEDED".
Scenario 3: OE NX - Orders This Episode - My Favorites - Create an order with a 'Frequency Code' of "PRN" with a 'Default Duration (Doses)'.
Specific Setup:
  • Two frequency codes must exist. One that has administration hours of "09:00 AM", "03:00 PM", and "09:00 PM" (3 TIMES A DAY) and one that has a 'Routine or PRN (AS Needed' equal to "PRN" and no administration hours. (AS NEEDED).
  • A pharmacy-type order code must have a 'Default Duration (Doses)' of "10" and must have "Yes" selected in the 'Allow Open-Ended Orders' field. (Order Code A)
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click 'My Favorites'
  3. Validate the 'Favorites' dialog is displayed.
  4. Search for and select "CEFACLOR 250 MG CAPSULE ORAL" in the 'Order Search' field.
  5. Validate that "CEFACLOR 250 MG CAPSULE ORAL" is displayed in the list of 'Favorites'.
  6. Check the 'Select' checkbox for the "CEFACLOR 250 MG CAPSULE ORAL" order and click [Add to Scratchpad].
  7. Validate the order is displayed in the 'Scratchpad' with a red flag in the 'Action' column.
  8. Select the order in the 'Scratchpad'.
  9. Set the 'Dose' field to "1".
  10. Select "Capsule" in the 'Dose Unit' field.
  11. Select "3 TIMES A DAY" in the 'Freq' field.
  12. Validate the 'Duration' field contains "10" and click [Doses].
  13. Validate the 'Start Date' field contains the current date.
  14. Validate the 'Start Time' field contains the current time, which is after "09:00 AM and before "03:00 PM".
  15. Validate the 'Stop Date' field contains a date that is 3 days in the future of the 'Start Date'.
  16. Validate the 'Stop Time' field contains "03:00 PM".
  17. Select "AS NEEDED" in the 'Freq' field.
  18. Validate the 'Duration' field contains "10".
  19. Validate that [Doses] is disabled and not selected.
  20. Validate the 'Stop Date' and 'Stop Time' fields do not contain values.
  21. Click [Update Order] and [Sign].
  22. An 'Interaction' dialog may be displayed.
  23. If displayed override all interactions and click [Save Override and Exit].
  24. Validate the 'Order grid' contains an order for "CEFACLOR 250 MG ORAL CAPSULE 1 TABLET, AS NEEDED".
Scenario 4: OE NX - Admission Med Reconciliation - Create an order with a 'Frequency Code' of "PRN" with a 'Default Duration (Doses)'.
Specific Setup:
  • Two frequency codes must exist. One that has administration hours of "09:00 AM", "03:00 PM", and "09:00 PM" (3 TIMES A DAY) and one that has a 'Routine or PRN (AS Needed' equal to "PRN" and no administration hours. (AS NEEDED).
  • A pharmacy-type order code must have a 'Default Duration (Doses)' of "10" and must have "Yes" selected in the 'Allow Open-Ended Orders' field. (Order Code A)
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Admission Med Reconciliation' tab.
  3. Search for and select "Order Code A" in the 'New Order' field.
  4. Set the 'Dose' field to "1".
  5. Select "Capsule" in the 'Dose Unit' field.
  6. Select "3 TIMES A DAY" in the 'Freq' field.
  7. Validate the 'Duration' field contains "10" and that [Doses] is selected.
  8. Validate the 'Start Date' field contains the current date.
  9. Validate the 'Start Time' field contains the current time, which is after "09:00 AM" and before "03:00 PM".
  10. Validate the 'Stop Date' field contains a date that is 3 days in the future of the 'Start Date'.
  11. Validate the 'Stop Time' field contains "03:00 PM".
  12. Select "AS NEEDED" in the 'Freq' field.
  13. Validate the 'Duration' field contains "10".
  14. Validate [Doses] is disabled and not selected.
  15. Validate the 'Stop Date' and 'Stop Time' fields do not contain values.
  16. Click the 2nd [Add to Scratchpad] and [Reconcile and Review].
  17. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console
AV-74486 Summary | Details
Order Entry Console (Admission Medication Reconciliation section)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console - Admission Med Reconciliation
Scenario 1: OE NX - Admission Medication Reconciliation - Taper/Titrate - Calendar
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. Select the ‘Admission Medication Reconciliation’ tab.
  3. Search for and select "Prednisone 10 MG Table Oral" in the ‘New Order’ field.
  4. Click [Taper/Titrate].
  5. Validate that [Calendar] is selected.
  6. Click the ‘Add Step’ link.
  7. Set the 1st ‘Dose’ field to “3” and press Tab.
  8. Validate the 1st ‘Dose Unit’ field contains “Tablet”.
  9. Set the 1st ‘Days’ field to “3”.
  10. Select “3 TIMES A DAY” in the ‘Freq’ field.
  11. Set the 2nd ‘Dose’ field to “2” and press Tab.
  12. Validate the 2nd ‘Dose Unit’ field contains “Tablet”.
  13. Set the 2nd ‘Days’ field to “3”.
  14. Select “TWICE A DAY” in the ‘Freq’ field.
  15. Click [Add to Scratchpad].
  16. Validate the ‘Inpatient Medications Scratchpad’ contains an order for “Prednisone 10 MG Table Oral, TWICE A DAY” and an order for “Prednisone 10 MG Table Oral, 3 TIMES A DAY”.
  17. Click [Restart Reconciliation].
  18. Validate the ‘Inpatient Medications Scratchpad’ does not contain any orders.
Topics
• NX • Order Entry Console
AV-74639 Summary | Details
Order Entry Console (Discharge Med Reconciliation section) - Carry Forward Sliding Scale Insulin instructions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: Carry forward Sliding Scale Insulin Instructions to Discharge Med Reconciliation
Specific Setup:
  • A pharmacy-type order code must have the 'Enable Sliding Scale Insulin Instructions' checkbox checked in the 'Order Code Setup' form. (HUMALOG 100 UNITS/1 ML SOLUTION INJECTION)
  • 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. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
  3. Click [Sliding Scale Instructions].
  4. Click [New Row].
  5. Set the 'Row 1 - Blood Glucose From' cell to "100".
  6. Set the 'Row 1 - Blood Glucose Up To' cell to "200".
  7. Set the 'Row 1 - Units Before Breakfast' cell to "1".
  8. Set the 'Row 1 - Units Before Lunch' cell to "1".
  9. Set the 'Row 1 - Units Before Dinner' cell to "1"
  10. Set the 'Row 1 - Units At Bedtime' cell to "1".
  11. Click [New Row].
  12. Set the 'Row 2 - Blood Glucose From' cell to "201".
  13. Set the 'Row 2 - Blood Glucose Up To' cell to "300".
  14. Set the 'Row 2 - Units Before Breakfast' cell to "2".
  15. Set the 'Row 2 - Units Before Lunch' cell to "2".
  16. Set the 'Row 2 - Units Before Dinner' cell to "2".
  17. Set the 'Row 2 - Units At Bedtime' cell to "2".
  18. Click [Save].
  19. Set the 'Freq' field to "As Needed".
  20. Set the 'Duration' field to "20" and click [Days].
  21. Validate the 'Addl Instructions' field contains "If blood glucose is 100-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch, 1 Unit(s) Before Dinner, 1 Unit(s) At Bedtime, 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch, 2 Unit(s) Before Dinner, 2 Unit(s) At Bedtime".
  22. Click [Add to Scratchpad] and [Sign].
  23. Click the 'Discharge Med Reconciliation' tab.
  24. Validate the 'Inpatient Medications' order grid contains the order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTIONAS NEEDED" with 'Addl Instructions' of "If blood glucose is 100-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch, 1 Unit(s) Before Dinner, 1 Unit(s) At Bedtime, 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch, 2 Unit(s) Before Dinner, 2 Unit(s) At Bedtime".
  25. Select the order in the 'Inpatient Medications' order grid and click [Add to Scratchpad].
  26. Validate the order appears in the 'Home Medications Scratchpad (Post-Discharge)' with a red flag in 'Action'.
  27. Select the order.
  28. Validate the 'Dose' field is disabled and contains "1".
  29. Validate the 'Dose Unit' field is equal to "disabled" and contains "SSI".
  30. Select "As Needed" in the 'Frequency' field.
  31. Set the 'Days Supply' field to any value.
  32. Set the 'Dispense Qty' field to any value.
  33. Set the 'Dispense Qty Unit' field to any value.
  34. Validate the 'Directions' field is equal to "Inject one (1) ssi injection as needed If blood glucose is 100-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch, 1 Unit(s) Before Dinner, 1 Unit(s) At Bedtime, 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch, 2 Unit(s) Before Dinner, 2 Unit(s) At Bedtime".
  35. Validate the 'Directions Characters Available' displays as 140 - the number of characters in the field (-61).
  36. Click [Update Order] and [Review and Sign].
  37. Validate the 'Final Review' dialog is displayed and click [Sign].
  38. Validate that the 'Discharge Med Reconciliation' tab is in view-only mode.
  39. Select the 'Home Medications' tab.
  40. Validate an order for "HumaLOG 100 UNITS/1 ML INJECTION SolutionInject one (1) ssi injection as needed If blood glucose is 100-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch, 1 Unit(s) Before Dinner, 1 Unit(s) At Bedtime, 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch, 2 Unit(s) Before Dinner, 2 Unit(s) At Bedtime, (Refills: 0, Disp. Qty: 30 Pen Needle)" is displayed
Topics
• NX • Order Entry Console
AV-75354 Summary | Details
Document Capture - Window Size
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Capture
  • Dynamic Form Capture Mode
  • Dynamic Form Select Episode
  • HomeView - Console Widget Viewer
  • HomeView - Primary All Documents Widget
Scenario 1: Validate Document Capture - Episodic
Specific Setup:
  • Perceptive must be installed and enabled.
Steps
  1. Select a client from "myClients" or from the Client search.
  2. Open the client's dashboard.
  3. Using "Document Capture", scan or import in a document.
  4. Select the desired episode to assign the document to.
  5. Validate the correct Episode displays in the "Document Properties" pane.
  6. Capture and save the document.
  7. View the document using "Clinical Document Viewer" or the Chart to ensure it has the correct episode designation and that it displays.
Scenario 2: Validate Document Capture - Non-Episodic
Specific Setup:
  • Perceptive must be installed and enabled.
Steps
  1. Select a client from "myClients" or from the Client search.
  2. Open the client's dashboard.
  3. Using "Document Capture", scan or import in a document.
  4. Select "Non-episodic" in the "Episode" field.
  5. Validate the correct Episode displays in the "Document Properties" pane.
  6. Capture and save the document.
  7. View the document using "Clinical Document Viewer" or the Chart to ensure it has the Non-episodic (-) designation and that it displays.
Topics
• myAvatar NX Only • NX • Perceptive
AV-75847 Summary | Details
OE NX - Order Entry Console (Orders This Episode) - 'Specimen Type' field for a lab-type order.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Creating two Lab orders with single values selected in the 'Specimen Types Allowed' field in 'Order Code Setup'
Specific Setup:
  • Two 'Specimen Types' must exist.
  • One with a 'Dictionary Code' of "Stool" and a 'Dictionary Description' of "Stool Sample". (Stool)
  • One with a 'Dictionary Code' and 'Dictionary Description' of "Blood". (Blood).
  • Two lab-type order codes must exist that are associated with 'eVendors' and have "Specified at Order Time" selected in the 'Specimen Type' field.
  • One with "Stool Sample" selected in the 'Specimen Types Allowed' field (WBCS).
  • One with "Blood" selected in the 'Specimen Types Allowed' field (RBC).
  • A client must have an active inpatient episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "WBCS" in the 'New Order' field.
  3. Validate the 'Specimen Type' field is required, enabled and contains no default value.
  4. Click the 'Specimen Type' field and validate that only "Stool Sample" is displayed.
  5. Select "Stool Sample" in the 'Specimen Type' field.
  6. Set the 'Duration' field to "1" and click [Days].
  7. Click [Add to Scratchpad].
  8. Search for and select "RBC" in the 'New Order' field.
  9. Validate the 'Specimen Type' field is required, enabled and contains no default value.
  10. Click the 'Specimen Type' field and validate that only "Blood" is displayed.
  11. Select "Blood" in the 'Specimen Type' field.
  12. Set the 'Duration' field to "24" and click [Hours].
  13. Click [Add to Scratchpad] and [Sign].
  14. Validate the 'Order grid' contains an order for "RBC (Blood)" and an order for "WBCS (Stool Sample)".
Topics
• NX • Order Entry Console
AV-75960 Summary | Details
Financial Eligibility - Guarantor Selection
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Default Guarantor Assignment
  • Financial Eligibility
  • User Definition
  • Table Definition (PM)
Scenario 1: Financial Eligibility - Add/Edit record
Specific Setup:
  • Client is admitted and has no 'Fast Financial Eligibility', 'Family Financial Eligibility', 'Financial Eligibility', or 'Cross Episode Financial Eligibility' records (Client A).
  • An active 'Guarantors/Payors' exists.
Steps
  1. Select "Client A" and open the 'Financial Eligibility' form.
  2. Select the 'Guarantor Selection' tab.
  3. Validate the 'Guarantor Information' grid is required.
  4. Validate the 'Guarantor #' field is required.
  5. Select any value from the 'Guarantor #' field.
  6. Validate the 'Guarantor Plan' field is required.
  7. Select any value from the 'Guarantor Plan' field.
  8. Validate the 'Customize Guarantor Plan' field is required.
  9. Select any value from the 'Customize Guarantor Plan' field.
  10. Validate the 'Eligibility Verified' field is required.
  11. Select any value from the 'Eligibility Verified' field.
  12. Validate the 'Coverage Effective Date' field is required.
  13. Set the 'Coverage Effective Date' field to any value.
  14. Validate the 'Client's Relationship To Subscriber' field is required.
  15. Select any value from the 'Client's Relationship To Subscriber' field.
  16. Validate the 'Subscriber's Name' field is required.
  17. Enter any value in the 'Subscriber's Name' field.
  18. Validate the 'Subscriber's Address - Street Line 1' field is required.
  19. Enter any value in the 'Subscriber's Address - Street Line 1' field.
  20. Validate the 'Subscriber Address - Zip' field is required.
  21. Enter any value in the 'Subscriber Address - Zip' field.
  22. Validate the 'Subscriber Address - City' field is required.
  23. Enter any value in the 'Subscriber Address - City' field.
  24. Validate the 'Subscriber Address - State' field is required.
  25. Select any value in the 'Subscriber Address - State' field.
  26. Validate the 'Subscriber's Social Security #' field is required.
  27. Enter any value in the 'Subscriber's Social Security #' field.
  28. Validate the 'Subscriber Sex' field is required.
  29. Select any value in the 'Subscriber Sex' field.
  30. Validate the 'Subscriber Assignment Of Benefits' field is required.
  31. Select any value from 'Subscriber Assignment Of Benefits' field.
  32. Validate the 'Subscriber Release of Info' field is required.
  33. Select any value from the 'Subscriber Release of Info' field.
  34. Validate the 'Subscriber's Covered Days' field is required.
  35. Validate the 'Maximum Covered Dollars' field is required.
  36. Select the 'Financial Eligibility' tab.
  37. Select the Guarantor previously defined in the 'Guarantor #1' field.
  38. Click [Submit].
  39. Select "Client A" and open the 'Financial Eligibility' form.
  40. Edit the financial eligibility record that was entered.
  41. Validate the data entered is retrieved and displayed.
  42. Click [Add New Item].
  43. Validate that a new blank row is added.
  44. Click [Delete Selected Item].
  45. Validate that the blank row is deleted successfully.
  46. Exit the form.


Scenario 2: Table Definition
Specific Setup:
  • An envelope must have been created to store the table.
  • A table can be connected to multiple forms, and multiple tables can be connected to a single form.
  • It is recommended to limit the number of table columns in a table to 75.
Steps
  1. Open 'Table Definition' in the PM application.
  2. Select an existing table.
  3. Add desired data to required and optional fields.
  4. Select the 'Column Definition' item.
  5. Add desired data to required and optional fields.
  6. Select the 'Extended Attributes' item.
  7. Add desired data to the optional fields.
  8. Select the 'Service Documentation' item.
  9. Add desired data to the optional fields.
  10. Select the 'Table Alias' item.
  11. Add desired data to required fields.
  12. If a table was selected in the 'Table Alias' item, select the 'Column Mapping item.
  13. Add desired data to required fields.
  14. Submit the form.
  15. If desired, re-enter the form and select the same table to verify that the data saved correctly.
Topics
• Database Management • myAvatar/myAvatar NX • NX
AV-76014 Summary | Details
OE NX - Font-size in the Order Entry Console
Scenario 1: OE NX - Client Header Font-size
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the 'Client Dashboard'.
  2. Validate the font-size in the 'Client Header' section and click [Close].
  3. Access the Order Entry Console.
  4. Validate the font-size in the 'Client Header' is consistent with the 'Client Dashboard'.
Topics
• myAvatar NX Only • NX • Order Entry Console
AV-76046 Summary | Details
Treatment Plan - Launch Plan
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: "Treatment Plan" form: Launch Plan
Specific Setup:
  • Have access to any "Treatment Plan" form
  • Have any who is client admitted in an active episode
Steps
  1. Open "Treatment Plan" form.
  2. Select the client
  3. Select the episode
  4. Click [Add]
  5. Set the "Date" to the current date
  6. Set the "Treatment Pan Name" to any value.
  7. Select any value in the "Treatment Plan Type" drop down list field.
  8. Select any value from 'Problem List'.
  9. Select "Draft" in the 'Draft/Final' field.
  10. Click [Launch Plan].
  11. Select the problem from the 'Tree View'.
  12. Select any value from the "Status" field.
  13. Click [Return to Plan].
  14. Click [Launch Plan].
  15. Validate the tree view displays.
  16. Validate the problem entered is present
  17. Validate the value in the "Status" field is as expected
  18. Click [Return to Plan].
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit]
  21. Open "Treatment Plan" form.
  22. Select the client
  23. Select the episode
  24. Select the plan submitted
  25. Click [Edit]
  26. Click [Launch Plan].
  27. Validate the tree view displays.
  28. Validate the problem entered is present
  29. Validate the value in the "Status" field is as expected
  30. Click [Return to Plan].
  31. Click [Close Form].
Topics
• Treatment Plan
AV-76119 Summary | Details
Clearing the 'First Collect' fields in the Order Entry Console for orders with Interval Frequencies.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: Order Entry Console - Lab Orders - First Collect
Specific Setup:
  • A lab-type order code must exist with a 'Default Frequency Code' of "Daily", which has an hour of administration of "12:00 PM" and an associated 'eVendor'. (CBC)
  • 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 "CBC" from the ‘New Order’ field.
  3. Validate the ‘Frequency’ field is equal to "DAILY".
  4. Validate the ‘First Collect – Date’ field is equal to the current date if the 'Start Time' is prior to "12:00 PM" or tomorrow's date if it is after "12:00 PM".
  5. Validate the ‘First Collect – Time’ field is equal to "12:00 PM".
  6. Validate the ‘External Lab Vendor Destination’ field is equal to the lab vendor associated with the order code.
  7. Validate that "Lab Vendor Staff Will Collect" is selected in the 'Specimen Collection' field.
  8. Click [Reason-View].
  9. Validate the 'Multiple Reason Checklist' dialog is displayed.
  10. Select any value in the 'Reasons' field and click [Save].
  11. Select any value in the ‘Diagnosis’ field.
  12. Set the ‘Duration’ field to "5" and click [Days].
  13. Click [Add to Scratchpad] and [Sign].
  14. Validate the ‘Order grid’ contains an order for "CBC".
  15. Select the "CBC" order and click [Modify].
  16. Validate the 'Frequency' field contains "DAILY".
  17. Validate the 'First Collect Date' field is equal to the current date if the 'Start Time' is prior to "12:00 PM" or tomorrow's date if it is after "12:00 PM".
  18. Validate the 'First Collect Time' field is equal to "12:00 PM".
  19. Click [Add to Scratchpad] and [Sign].
  20. Select the "CBC" order in the 'Order grid' and click [Copy].
  21. Validate the 'Frequency' field contains "DAILY".
  22. Validate the 'First Collect Date' field is equal to the current date if the 'Start Time' is prior to "12:00 PM" or tomorrow's date if it is after "12:00 PM".
  23. Validate the 'First Collect Time' field is equal to "12:00 PM".
  24. Validate the 'Start Date' field contains the current date.
  25. Validate the 'Start Time' field contains the current time.
  26. Click [Add to Scratchpad] and [Sign].
  27. Validate the 'Interactions' dialog is displayed.
  28. Override all interactions and click [Save Override and Exit].
Topics
• myAvatar/myAvatar NX • Order Entry Console
AV-76517 Summary | Details
Spreadsheet Edit Service Information - Grid display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Spreadsheet Edit Service Information
  • Dynamic Form Compile Complete
  • Quick Billing
  • Quick Billing Rule Definition
Scenario 1: Spreadsheet Edit Service Information - Validating row size and header of the 'Spreadsheet Edit Service Information' grid upon changing size of the fields
Steps
  1. Open the 'Spreadsheet Edit Service Information' form.
  2. Set the 'Only Show Services That Require A Diagnosis Or Are Primary Medical Program Services' field to 'Yes'.
  3. Set the 'Show Services Associated With A Diagnosis Entry' field to 'All'.
  4. Set the 'Begin Date Of Service' field to desired date.
  5. Set the 'End Date Of Service' to desired date.
  6. Click [Edit Service Information].
  7. Locate to the desired column.
  8. Reduce the size of column.
  9. Verify the rows in the table are not overly large and the table header is limited to wrapping to 3 lines.
  10. Hover over to the desired cell.
  11. Verify that the tooltips show for the cells on hover.
  12. Verify that the tooltip appears above the current cell and not to the left.
  13. Click the [Close/Cancel].
  14. Close the form.
Scenario 2: Spreadsheet Edit Service Information - Validating tooltips in the 'Spreadsheet Edit Service Information' grid
Steps
  1. Open the 'Spreadsheet Edit Service Information' form.
  2. Set the 'Only Show Services That Require A Diagnosis Or Are Primary Medical Program Services' field to 'Yes'.
  3. Set the 'Show Services Associated With A Diagnosis Entry' field to 'All'.
  4. Set the 'Begin Date Of Service' field to desired date.
  5. Set the 'End Date Of Service' to desired date.
  6. Click [Edit Service Information].
  7. Hover over to the desired cell.
  8. Verify that the tooltips show for the cells on hover.
  9. Verify that the tooltip appears above the current cell and not to the left.
  10. Locate to the desired column.
  11. Reduce the size of column.
  12. Hover over to the desired cell.
  13. Verify that the tooltips show for the cells on hover.
  14. Verify that the tooltip appears above the current cell and not to the left.
  15. Click the [Save].
  16. Close the form.
Scenario 3: Quick Billing - Validating row size, tooltips and header of the 'Spreadsheet Edit Service Information' grid upon changing size of the fields
Specific Setup:
  • Admission:
  • The client is admitted to an inpatient program or an existing inpatient client is identified.
  • Diagnosis:
  • An admission diagnosis record is created for the client.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client.
  • Client Charge Input:
  • 5 Services are rendered to the client in the first episode. Be sure to use service codes that are covered by the benefit plan (insurance charge category).
  • Client Ledger:
  • Verify the charges are correctly distributed to the desired guarantor, and they are in 'Open' status.
  • Quick Billing Rule Definition:
  • The quick Billing Rules are created to include service(s) distributed to the client.
Steps
  1. Open the ‘Quick Billing’ form.
  2. Set the field ‘Add New Or Edit Existing Quick Billing Batch’ to "Add New".
  3. Set the field ‘First Date Of Service To Include’ to desired date.
  4. Set the ‘Last Date Of Service To Include’ to desired date.
  5. Set the field ‘Billing Rule To Execute’ to desired rule created in setup section.
  6. Select the 1st 'Quick Billing Tasks to Execute' checkbox equals 'Create Batch'.
  7. Select the 2nd 'Quick Billing Tasks to Execute' checkbox equals 'Close Charges'.
  8. Select the 3rd 'Quick Billing Tasks to Execute' checkbox equals 'Generate Bills'.
  9. Set the field ‘Date Of Claim’ to desired date.
  10. Submit the form.
  11. Verify the 'Compile Complete Errors Found' message. The message also displays the quick billing batch number and Interim Billing Batch number.
  12. Click [OK].
  13. Select 'Edit Existing' in the ‘Add New Or Edit Existing Quick Billing Batch’ field.
  14. Select desired file from the 'File' dropdown list.
  15. Click [Launch Workscreen].
  16. Locate to the desired column.
  17. Reduce the size of column.
  18. Verify the rows in the table are not overly large and the table header is limited to wrapping to 3 lines.
  19. Hover over to the desired cell.
  20. Verify that the tooltips show for the cells on hover over.
  21. Verify that the tooltip appears above the current cell,
  22. Verify the cursor displays as a big plus sign.
  23. Close the form.
Topics
• Edit Service Information • NX • Quick Billing
AV-76565 Summary | Details
Specimen Site Tree - Orders This Episode and 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: Specimen Site Tree - Orders This Episode and eMAR
Specific Setup:
  • Avatar CWS 2021 Update 103 and Avatar NX Release 2022.01.00 are required in order to utilize full functionality.
  • The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry setting must be set to "Y".
  • A 'Specimen Site Tree Definition' must be filed for a 'Specimen Type' "Urine"
  • A lab-type order code must be configured to have a 'Specimen Type' of "Urine" and an external lab vendor. (Order Code A)
  • The 'Specimen Type' of "Urine" must be configured to have the 'Specimen Site' field required in the Order Entry Console - through the 'Dictionary Update' form for Avatar CWS - Data Element "Order Entry Client Information - Data Element "(10245) Specimen Type - Extended Attribute "Specimen Site".
  • 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. Search for and select "Order Code A" in the 'New Order' field.
  3. Validate the 'External Lab Vendor Destination' field contains the 'Lab Vendor' selected in the 'Order Code Setup' form.
  4. Validate the 'Specimen Type' field contains "Urine".
  5. Validate the 'Specimen Site' field and the [Select Specimen Site] button exists.
  6. Click [Select Specimen Site]
  7. Validate the 'Specimen Site Tree' dialog is displayed.
  8. Click "Catheter"
  9. Click "Straight"
  10. Click "Remove"
  11. Click "Other(text).
  12. Validate the 'Other' field is enabled and required.
  13. Set the 'Other' field to "test".
  14. Click [Enter] and [OK].
  15. Validate the 'Specimen Site Tree' dialog does not exist.
  16. Validate the 'Specimen Site' field contains "Catheter Straight This is a test".
  17. Set the 'Duration' field to "5" and click [Days].
  18. Click [Add to Scratchpad] and [Sign].
  19. Validate the 'Order grid' contains an order for "Order Code A".
  20. Validate that "Client A" is selected and access the 'eMAR' widget.
  21. Click the 'Lab Orders' tab.
  22. Validate an order for "Order Code A" is displayed with "Specimen Collect" in the first cell under the current date.
  23. Double click the "Specimen Collect" cell.
  24. Validate the 'Order Acknowledgement' dialog is displayed and click [OK].
  25. Validate the 'Client Education' dialog is displayed.
  26. Select "Yes" in the 'Education Performed?' field and click [OK].
  27. Validate the 'Specimen Type' field is equal to "Urine"
  28. Verify the [Choose Site] button exists
  29. Click [Choose Site]
  30. Click "Catheter."
  31. Click "Straight".
  32. Click "Remove".
  33. Click "Other(text)".
  34. Validate the 'Other' field is required.
  35. Set the 'Other' field to "test".
  36. Click [Enter] and [OK].
  37. Validate [Choose Site] contains a green check mark.
  38. Hover over the [Choose Site] button.
  39. Validate the tooltip displays "Catheter Straight test".
  40. Click the 'Accept specimen collection entered' checkbox and click [OK].
  41. Validate that the first cell under the current date for the order for "Order Code A" contains the specimen collection time.
  42. Double click on the cell in which the specimen collection was performed.
  43. Hover over the 'Collection Site' field
  44. Validate "Catheter Straight test" is displayed.
Topics
• Order Entry Console
AV-76677 Summary | Details
Task List - Overflow of Alerts in the Client Card
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Orders This Episode
  • Update Client Data
Scenario 1: Task List - Bedboard Alert setup for Task List widget through CarePOV Management
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. Access the 'CarePOV Management' form.
  2. Select the 'Client Alerts' tab.
  3. Select "Edit" from the 'Add or Edit Alert' field.
  4. Select "New Orders (1)" from the 'Client Alert' field.
  5. Validate "Yes" is selected from the 'Active' field.
  6. Validate "New Order" is selected from the 'Alert Type' field.
  7. Select "Yes" from the 'Include in Client Header' field and click [Save].
  8. Validate a message is displayed that states: "Saved." and click [OK].
  9. Select "Edit" from the 'Add or Edit Alert' field.
  10. Select "Stat Orders (2)" from the 'Client Alert' field.
  11. Validate "Yes" is selected from the 'Active' field.
  12. Validate "Stat Order" is selected from the 'Alert Type' field.
  13. Select "Yes" from the 'Include in Client Header' field and click [Save].
  14. Validate a message is displayed that states: "Saved." and click [OK].
  15. Select "Edit" from the 'Add or Edit Alert' field.
  16. Select "Pregnant (11)" from the 'Client Alert' field.
  17. Validate "Yes" is selected from the 'Active' field.
  18. Validate "Pregnancy" is selected from the 'Alert Type' field.
  19. Select "Yes" from the 'Include in Client Header' field and click [Save].
  20. Validate a message is displayed that states: "Saved." and click [OK].
  21. Close the form.
  22. Select "Client A" and access the 'Update Client Data' form.
  23. Validate "Female" is selected from the 'Sex' field.
  24. Select "Pregnant" from the 'Pregnancy Status' field and click [Submit].
  25. Access the Order Entry Console.
  26. Search for and select "ADVIL MIGRAINE 200 MG CAPSULE, LIQUID FILLED ORAL" from the 'New Order' field.
  27. Set the 'Dose' field to "1".
  28. Select "Tablet" from the 'Dose Unit' field.
  29. Select "TWICE A DAY" from the 'Freq' field.
  30. Set the 'Duration' field to "1" and click [Days].
  31. Click [Add to Scratchpad]
  32. Search for and select "Lisinopril 5 MG Tablet ORAL" from the 'New Order' field.
  33. Set the 'Dose' field to "1".
  34. Select "TABLET" from the 'Dose Unit' field.
  35. Select "STAT" from the 'Freq' field.
  36. Validate the 'Duration' field contains "1" and [Days] is selected.
  37. Click [Add to Scratchpad] and [Sign].
  38. Validate the 'Order grid' contains an order for "ADVIL MIGRAINE 200 MG CAPSULE, LIQUID FILLED Tablet, TWICE A DAY".
  39. Validate the 'Order grid' contains an order for "Lisinopril 5 MG ORAL Tablet, STAT".
  40. Access the 'Task List' widget.
  41. Search for and select "Client A" from the 'Search Patients' field.
  42. Validate a 'Pregnancy' alert is displayed for the selected patient.
  43. Validate a 'New Orders' alert is displayed for the "Advil Migraine" order.
  44. Validate a 'Stat Orders' alert is displayed for the "Lisinopril" order.
Scenario 2: Task List - Overflow of Alerts
Specific Setup:
  • A client must have an active episode.
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the 'Client Alerts' tab.
  3. Select "Add" from the 'Add or Edit Alert' field.
  4. Set the 'Client Alert Description' field to "Alert01".
  5. Select "Order Code" from the 'Alert Type' field.
  6. Select any icon from the 'Select Icon' field.
  7. Search for and select "XANAX 1 MG TABLET ORAL" from the 'Select Order Code' field and click [Save].
  8. Validate a message is displayed that states: "Confirm Saved." and click [OK].
  9. Set up twelve additional alerts with the same configuration.
  10. Click [Discard].
  11. Validate a message is displayed that states: "Are you sure you want to Close without saving?" and click [Yes].
  12. Select "Client A" and access the Order Entry Console.
  13. Search for and select "XANAX 1 MG TABLET ORAL" from the 'New Order' field.
  14. Set the 'Dose' field to "2".
  15. Select "MG" from the 'Dose Unit' field.
  16. Select "TWICE A DAY" from the 'Freq:' field.
  17. Set the 'Duration' field to "1" and click [Days].
  18. Click [Add to Scratchpad] and [Sign].
  19. Validate the 'Order grid' contains an order for "XANAX 1 MG ORAL TABLET 2 MG, TWICE A DAY".
  20. Access the 'Task List' widget.
  21. Search for and select "Client A" from the 'Search Patients' field.
  22. Validate that twelve Alerts are displayed in the 'Client Card'.
  23. Validate that there is text stating: 'See More' at the end of the Alerts.
  24. Click the 'See More' text.
  25. Validate a flyover is displayed with all of the Alerts for the client.
Topics
• myAvatar/myAvatar NX • Order Entry Console
AV-76688 Summary | Details
Order Entry Console (Orders This Episode section) - Custom Frequency
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 - Lab-type order with non-daily 'Frequency Code'.
Specific Setup:
  • A lab-type order code must exist that has "Yes" selected in the 'Require Special/Additional Instructions' field. (Order Code A)
  • A frequency code must have the 'Daily Administration' field set to "Not Daily" and "Monday", "Wednesday", and "Friday" selected in the 'Days Administered' field. This can be done in the 'Frequency Code Setup' form. (Frequency Code A)
  • A frequency code must have the 'Daily Administration' field set to "Daily". This can be done in the 'Frequency Code Setup' form. (Frequency Code B)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console
  2. Search for and select "CBC" in the 'New Order' field.
  3. Select "DAILY" in the 'Frequency' field.
  4. Click [Custom].
  5. Validate the 'Administration Time' dialog is displayed and that "Daily", "Monday", "Tuesday", "Wednesday", "Thursday", "Friday", "Saturday", and "Sunday" are checked off and click [Save]
  6. Set the 'Frequency' field to "Monday Wednesday Friday".
  7. Click [Custom].
  8. Validate the 'Administration Time' dialog is displayed and that "Monday", "Wednesday", and "Friday" are checked and click [Save].
  9. Validate the 'Duration' field contains "48" and that [Hours] is selected.
  10. Set the 'Addl Instructions' field to "Test".
  11. Click [Add to Scratchpad] and [Sign].
  12. Validate the 'Order grid' contains an order for "CBC".
Topics
• NX • Order Entry Console
AV-76860 Summary | Details
Posting amounts - less than $1.00
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Avatar NX Report Viewer
  • Crystal Report Viewer
  • Dynamic Form - Individual Cash Posting - Client
  • Quick Individual Cash Posting
  • Client Ledger
  • Dynamic Form - Individual Cash Posting - Alert
  • Dynamic Form - Individual Cash Posting - Information
  • Individual Cash Posting (PM)
Scenario 1: Quick Individual Cash Posting - NX
Specific Setup:
  • Note a client with an outstanding balance for services.
  • Note the date range, the claim number, the guarantor, and the amount due for the guarantor.
Steps
  1. Open ‘Quick Individual Cash Posting’,
  2. Select the ‘Client’.
  3. Select desired value in ‘Select By Claim or Episode’.
  4. If desired, change the values that defaulted into ‘Start Date’ and Stop Date’, which represents the first and last service dates.
  5. Select desired value in ‘Guarantor’.
  6. Select desired value in ‘’Service Selection Default’.
  7. Enter desired value in ‘Dollar Amount To Be Posted’.
  8. Select desired value in ‘Posting Code’.
  9. Enter desired value in ‘Posting Date’.
  10. Enter desired value in ‘Date of Receipt’.
  11. Click [Submit].
  12. Click [Yes].
  13. Close the report.
  14. Close the form.
  15. Open ‘Client Ledger’ for the client.
  16. Process the report in ‘Simple mode and validate that the payment posted correctly.
  17. Close the form.
Scenario 2: Individual Cash Posting - Validation and submission
Specific Setup:
  • Identify a client with an unpaid balance on services.
  • Note the dates of service, episode, and the balance due for each service
Steps
  1. Open ‘Individual Cash Posting’.
  2. Select the ‘Client’.
  3. Select desired value in ‘Post By’.
  4. If desired, change the values that defaulted into ‘Start Date’ and Stop Date’, which represents the first and last service dates.
  5. Click [Select Item(s) To Post Against].
  6. A grid will open containing a row for all services, including information regarding amounts received, if any.
  7. Select a minimum of one row that has a dollar amount in the ‘Difference’ columns.
  8. Click [OK] when all desired rows have been selected.
  9. Note the ‘Information’ message and the current balance for the guarantor.
  10. Click [OK].
  11. Enter desired value in ‘Posting Date’.
  12. Enter desired value in ‘Date of Receipt’.
  13. Validate that the ‘Guarantor’ defaulted to the guarantor in the current balance message.
  14. Enter desired value in ‘Dollar Amount To Be Posted’. Amount entered can be the full amount due or a partial amount due.
  15. Enter desired value in ‘Posting Code’.
  16. If desired, enter a value in ‘Check #’.
  17. Enter desired value in ‘Action For Remaining Balance If Applicable’.
  18. Click [Update Temporary File].
  19. If desired, continue to add payment/adjustments/transfers using the steps above. When complete, click [Submit].
  20. Open ‘Client Ledger’ for the client’.
  21. Process the report in ‘Simple mode and validate that the payment/adjustments/transfers posted correctly.
  22. Close the form.
Topics
• myAvatar/myAvatar NX • NX
AV-76975 Summary | Details
Order Entry Console (Orders This Episode section) - 'Communication Method' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • External Lab/Radiology Definition for CareConnect
  • Order Code Setup
  • Orders This Episode
Scenario 1: OE NX - 'Prevent Changes To Default Communication Method' for a Lab-type Order Code with one External Lab Vendor
Specific Setup:
  • A lab-type order code must exist. (Lab Code A).
  • An 'External Lab Vendor' must be configured via the 'External Lab/Radiology Definition for CareConnect' form and must have the 'Prevent Changes to Default Communication Method' field set to "No". (Lab Vendor A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select “Lab Code A” in the ‘New Order’ field.
  3. Select “TWICE A DAY” in the ‘Frequency’ field.
  4. Validate the ‘External Lab Vendor Destination’ field contains “Lab Vendor A”.
  5. Validate that the 'Electronic' checkbox in the ‘Communication Method’ field is checked and enabled.
  6. Uncheck and recheck the ‘Communication Method’ checkbox.
  7. Validate the ‘Specimen Type’ field contains “CSF”.
  8. Validate that ‘Lab Vendor Staff will Collect’ is selected in the 'Specimen Collection' field.
  9. Set the 'Duration' field to "2" and click [Days]..
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains an order for "Lab Code A (CSF), TWICE A DAY, Lab Vendor Staff will Collect, Lab Vendor A".
  12. Access the ‘External Lab/Radiology Definition for CareConnect’ form.
  13. Select “Edit” in the ‘Add New or Edit Existing Vendor’ field.
  14. Select “Lab Vendor A” in the ‘Existing Vendor’ field.
  15. Select “Yes” in the ‘Prevent Changes to Default Communication Method’ field and click [Submit].
  16. Close the form.
  17. Validate that "Client A" is selected and access the Order Entry Console.
  18. Search for and select “Lab Code A” in the ‘New Order’ field.
  19. Select “3 TIMES A DAY” in the ‘Frequency’ field.
  20. Validate the ‘External Lab Vendor Destination’ field contains “Lab Vendor A”.
  21. Validate that the 'Electronic' checkbox in the ‘Communication Method’ field is checked and disabled.
  22. Set the 'Duration' field to "3" and click [Days].
  23. Click [Add to Scratchpad] and [Sign].
  24. Validate the 'Order grid' contains two orders. "Lab Code A (CSF), TWICE A DAY, Lab Vendor Staff will Collect, Lab Vendor A" and “Lab Code A (CSF), 3 TIMES A DAY, Lab Vendor Staff will Collect, Lab Vendor A”.
Scenario 2: OE NX - 'Prevent Changes To Default Communication Method' for a Lab-type Order Code with multiple External Lab Vendors
Specific Setup:
  • A lab-type order code must exist. (Lab Code A).
  • Two 'External Lab Vendors' must be configured via the 'External Lab/Radiology Definition for CareConnect' form and must have the 'Prevent Changes to Default Communication Method' field set to "No". (Lab Vendor A and Lab Vendor B)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select “Lab Code A” in the ‘New Order’ field.
  3. Select “TWICE A DAY” in the ‘Frequency’ field.
  4. Set the ‘External Lab Vendor Destination’ field to “Lab Vendor A”.
  5. Validate that the 'Electronic' checkbox in the ‘Communication Method’ field is checked and enabled.
  6. Uncheck and recheck the ‘Communication Method’ checkbox.
  7. Set the ‘External Lab Vendor Destination’ field to “Lab Vendor B”.
  8. Validate that the 'Electronic' checkbox in the ‘Communication Method’ field is checked and enabled.
  9. Uncheck and recheck the ‘Communication Method’ checkbox.
  10. Validate the ‘Specimen Type’ field contains “CSF”.
  11. Validate that ‘Facility Staff will Collect’ is selected in the 'Specimen Collection' field.
  12. Set the 'Duration' field to "2" and click [Days].
  13. Click [Add to Scratchpad] and [Sign].
  14. Validate the 'Order grid' contains an order for "Lab Code A (CSF), TWICE A DAY, Facility Staff will Collect, Lab Vendor B".
  15. Access the ‘External Lab/Radiology Definition for CareConnect’ form.
  16. Select “Edit” in the ‘Add New or Edit Existing Vendor’ field.
  17. Select “Lab Vendor A” in the ‘Existing Vendor’ field.
  18. Select “Yes” in the ‘Prevent Changes to Default Communication Method’ field and click [Submit].
  19. Remain on the form.
  20. Select “Edit” in the ‘Add New or Edit Existing Vendor’ field.
  21. Select “Lab Vendor B” in the ‘Existing Vendor’ field.
  22. Select “Yes” in the ‘Prevent Changes to Default Communication Method’ field and click [Submit].
  23. Close the form.
  24. Validate that "Client A" is selected and access the Order Entry Console.
  25. Search for and select “Lab Code A” in the ‘New Order’ field.
  26. Select “3 TIMES A DAY” in the ‘Frequency’ field.
  27. Set the ‘External Lab Vendor Destination’ field to “Lab Vendor B”.
  28. Validate that the ‘Communication Method’ checkbox is checked and disabled.
  29. Set the ‘External Lab Vendor Destination’ field to “Lab Vendor A”.
  30. Validate that the ‘Communication Method’ checkbox is checked and disabled.
  31. Set the 'Duration' field to "3".
  32. Click [Add to Scratchpad] and [Sign].
  33. Validate the 'Order grid' contains two orders. "Lab Code A (CSF), TWICE A DAY, Facility Staff will Collect, Lab Vendor B" and “Lab Code A (CSF), 3 TIMES A DAY, Lab Vendor Staff will Collect, Lab Vendor A”.
Topics
• NX • Order Entry Console
AV-77110 Summary | Details
Avatar NX - undocking widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Diagnosis Widget
  • Individual Progress Note
Scenario 1: Docked/Undocked Widgets - Validate widget data
Specific Setup:
  • [UserA] has a client episode based widget on their home view. For this example the "Client Diagnosis" widget is used
  • [ClientA] has diagnosis filed in [Episode1] and [Episode2]
  • [ClientB] has diagnosis filed in [Episode1] and [Episode2]
  • The form "Individual Progress Notes" has the "Client Diagnosis" widget added to the form
Steps
  1. Log in as [UserA]
  2. Select [ClientA]
  3. In the 'Episodes' drop down list select "Episode1"
  4. Validate the "Client Diagnosis" widget displays the diagnosis record filed for [ClientA] in "Episode1"
  5. Click the "Undock" icon on the widget
  6. Validate the "Client Diagnosis" widget displays the diagnosis record filed for [ClientA] in "Episode1"
  7. In the Episodes drop down list select "Episode2"
  8. Validate the "Client Diagnosis" widget displays the diagnosis record filed for [ClientA] in "Episode2"
  9. Click the "Undock" icon on the widget
  10. Validate the undocked "Client Diagnosis" widget displays the diagnosis record filed for [ClientA] in "Episode2"
  11. Open the "Individual Progress Notes" form
  12. Select "ClientB" in the "Select Client" field
  13. Select "Episode1" in the "Select Episode" field
  14. Undock the "Client Diagnosis" widget on the form
  15. Validate the "Client Diagnosis" widget displays the diagnosis record filed for [ClientA] in "Episode1"
  16. Validate the undocked "Client Diagnosis" widget on the home view still displays the diagnosis record filed for [ClientA] in "Episode2"
  17. Click back to the home view
  18. In the "Episodes" drop down list change the "Episode2" selection to "Episode1"
  19. Validate the "Client Diagnosis" widget displays the diagnosis record filed for [ClientA] in "Episode2"
  20. Validate the undocked "Client Diagnosis" widget launched from "Individual Progress Notes" form still displays the diagnosis for the selected "ClientB" in the form for "Episode1"
Topics
• NX
AV-77158 Summary | Details
Multi select dictionary - List display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Dynamic Form - View Definition - Select Views
  • View Definition
  • Order Entry Console - Additional Order Details - Dietary-oral Orders - Oral Dialog
  • Orders This Episode
Scenario 1: View Definition - Validate the scrollbar does not auto scroll upon selecting an item close to the bottom
Steps
  1. Open the 'View Definition' form.
  2. Click the 'Select View' button.
  3. Select the desired view from the list.
  4. Click [Associated Views].
  5. Scroll to the bottom of the list.
  6. Click on an item close to the bottom.
  7. Verify the scrollbar does not auto-scroll to the top of the list as soon as the click occurs.
  8. Cancel / Discard out.
Scenario 2: Order Entry Console view - Validate the list does not auto scroll to the top upon selecting an item close to the bottom
Steps
  1. Log in to an 'Order Entry' enabled environment.
  2. Select desired client.
  3. Locate to the 'Orders' view.
  4. Enter desired value in the 'New Order' field at the very bottom.
  5. Select the desired item from the list.
  6. Click [Additional Order Details].
  7. In the window that opens, scroll to the bottom of the list.
  8. Check the last item.
  9. Validate that selecting a value does not make the list scroll to the top.
  10. Click [Close/Cancel].
Topics
• NX
AV-77160 Summary | Details
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:
  • App Dashboard
  • Avatar eMAR
  • Avatar eMAR - Administration Event dialog
  • Avatar eMAR - Client Education dialog
  • Avatar eMAR - Order Acknowledgement dialog
  • Order Entry Console - Additional Order Details - Dietary-oral Orders - Oral Dialog
  • Order Entry Console - Interactions dialog
  • Order Entry Console - Warning Dialog - Duplicate Order
  • Orders This Episode
Scenario 1: Validate that 'Additional Order Details' come over when copying a dietary-oral order and administer in eMAR
Specific Setup:
  • Diet orders must exist that have an 'Order Type Category' of "Dietary-Oral".
  • There must be an order group containing at least 2 'Order Type Category' of "Dietary-Oral" orders
  • Diet Restrictions of "Low Sodium" and "Low Sugar" must exist.
  • Supplements of "Glucerna", "Ensure" and "Ensure Plus" must exist.
  • Ensure that Duplicate Order Checking is not enabled.
  • A client must have an active episode (Client A).
Steps
  1. Select 'Client A' and access the Order Entry Console.
  2. Search for and select a Diet order code that has an 'Order Type Category' of "Dietary-Oral".
  3. Verify the [Additional Order Details] button is displayed.
  4. Click [Additional Order Details].
  5. Verify that the Additional Order Details - Diet Orders - Oral dialog is displayed.
  6. Select "Low Sugar" from the 'Diet Restrictions' field.
  7. Click [New Row].
  8. Select "Glucerna" in the 'Diet Supplement' cell.
  9. Set the 'Portion' cell to "1".
  10. Select all values in the 'Days of the Week' cell.
  11. Select all values in the 'Meal Periods' cell.
  12. Select "Routine" in the 'Routine or PRN' cell.
  13. Enter any value into the 'Comments' cell. (ex. if meal is not fully eaten give the client a shake.)
  14. Click [Save].
  15. Select "EVERY DAY" in the 'Frequency' field.
  16. Enter "30" and select [Days] in the 'Duration' 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 30 days in the future from the 'Start Date'.
  20. Validate the 'Stop Time' field contains a value that is one minute prior to the 'Start Time'.
  21. Click [Add to Scratchpad].
  22. Validate the 'Restrictions' display in the 'Scratchpad'.
  23. Click [Sign].
  24. Validate that the Order grid contains the new order with an 'Order Type' of "Dietary-Oral".
  25. Select the Diet order with an 'Order Type Category' of "Dietary-oral" in the Order grid.
  26. Click [Copy].
  27. Validate that a 'Start Date' 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.)
  28. Click [No].
  29. Verify the [Additional Order Details] button is displayed.
  30. Click [Additional Order Details].
  31. Validate the 'Diet Restriction' previously filed is selected.
  32. Validate the 'Diet Supplement' field contains the data previously filed and click [Save].
  33. Validate the 'Frequency' field contains "EVERY DAY".
  34. Validate the 'Duration' field contains "30" and has [Days] selected.
  35. Validate the 'Start Date' field contains the current date.
  36. Validate the 'Start Time' field contains the current time.
  37. Validate the 'Stop Date' field contains a value that is 30 days in the future of the 'Start Date'.
  38. Validate the 'Start Time' field contains a value that is one minute prior to the 'Start Time'.
  39. Click [Add to Scratchpad].
  40. Validate the 'Restrictions' display in the 'Scratchpad'.
  41. Click [Sign].
  42. Validate the Order grid contains a new order for the same drug.
  43. Validate the 'Restrictions' display in the order grid.
  44. Access the 'eMAR' widget.
  45. Click the 'Nutrition Orders' tab.
  46. Validate the 'Order Description' contains 2 Dietary- oral orders and 2 Diet Supplement orders.
  47. Double click a cell under the current date for the 1st Dietary order.
  48. Validate the 'Order Acknowledgement' dialog displays.
  49. Validate the Order Acknowledgement' dialog contains the description of the dietary order and click [Ok].
  50. Validate the 'Client Education' dialog displays.
  51. Select "Yes" in the 'Education by' field and click [Ok].
  52. Validate the 'Administration Event' dialog displays.
  53. Validate the 'Administration Event' dialog contains the description of the dietary order.
  54. Set the 'Qty' cell to "100".
  55. Set 'Unit' cell to "ML".
  56. Set the 'Administration Event' field to any value.
  57. Set the 'Route' field to any value.
  58. Click the 'Additional Data (Administration)' tab.
  59. Set the 'Blood Glucose (mg/dL)' to "150".
  60. Check the 'Accept administration information entered' checkbox and click [Ok].
  61. Verify the 'Administration Event' dialog is closed and the 1st cell under the current date contains the amount administered and the time administered.
Topics
• Order Entry Console
AV-77181 Summary | Details
Medical Note - Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • POV - Medical Note
  • Document.Chief Complaint
  • Document.Diagnosis
  • Document.HPI
  • Document.Medical Decision Making
  • Document.Physical Exam
  • Document.Plan Of Care
  • Finalize.CPT Selection
  • Finalize.Note Details
  • Finalize.Note Summary
  • Note Details
  • Today's E&M Appointments
Scenario 1: MedNote - Complete a note for an existing client with 'Document Routing' enabled.
Specific Setup:
  • Avatar environment with the Medical Note widget configured.
  • A client must be enrolled in an active episode (Client A) with an appointment scheduled using the required E&M code.
  • User must have access to the MedNote view in 'NX View Definition' (User A).
  • User A must be associated to a staff member with permissions configured to be a 'MedNote' user in 'User Definition'.
Steps
  1. Navigate to the 'Medical Note' view.
  2. Start a note for "Client A" with an existing appointment on today's date.
  3. Select any value from the 'Client Type' field.
  4. Fill out the required fields and click [Save].
  5. Verify the 'Facesheet' tab loads.
  6. Add or edit the 'Psychiatry History' section under 'Past Health History'.
  7. Add or edit the 'Family Psychiatry History' section under 'Family Health History'.
  8. Navigate to the 'Social History' section.
  9. Add or edit the 'Social History' section.
  10. Navigate to the 'Family Health History' section
  11. Add or edit the 'Family Health History' section
  12. Navigate to another view or open a form.
  13. Navigate back to Medical Note and validate that you are returned to the section you were previously in with all data appearing as expected.
  14. Go to the 'Document' tab.
  15. Fill out the required sections on the 'Document' tab.
  16. Navigate to the 'HPI' section.
  17. Navigate to another view or open a form.
  18. Navigate back to Medical Note and validate that you are returned to the section you were previously in with all data appearing as expected.
  19. Validate the 'Psychiatry History' and 'Family Psychiatry History' fields are equal to the values saved on the 'Facesheet'.
  20. Change the 'Psychiatry History' and 'Family Psychiatry History' fields to any value.
  21. Navigate to the "MDM" section.
  22. Validate that the "Problems Addressed This Visit" section is not required.
  23. Validate that the "Risk of Significant Complications, Morbidity, and/or Mortality" field is not required.
  24. Complete the "MDM" fields.
  25. Go to the 'Facesheet' tab.
  26. Validate that your changes from the 'Document' tab are saved.
  27. Validate that the "Past Health History" section is reviewed.
  28. Validate that the "Family Health History" section is reviewed.
  29. Validate that the "Social History" section is reviewed.
  30. Go to the 'Finalize' tab.
  31. Fill out the required sections on the 'Finalize' tab.
  32. Click [Generate] in the "Note Summary" section.
  33. Sign off on the note and validate the document routing screen is displayed.
  34. Click [Sign and Route] and route it to the current user.
  35. Validate the appointment is removed from the appointment list.
  36. Navigate to the 'My To Do's' widget.
  37. Click [Documents To Sign].
  38. Validate there is a To Do for "Client A".
  39. Click [Review] and [Accept].
  40. Validate the 'Document Preview' contains a preview for the note generated via Medical Note in the previous steps.
  41. Click [Sign].
  42. Enter the password for the logged in user in the 'Password' field and click [Verify].
  43. Validate the To Do is no longer displayed for "Client A".
Topics
• Medical Note • NX • To-Do's
AV-77333 Summary | Details
835 Health Care Claim Payment/Advice
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • 835 Health Care Claim Payment/Advice (PM)
  • App Dashboard
  • Avatar_PM_835_Pay_Adj_Errors_Version_2.rpt
Scenario 1: 835 Health Care Claim Payment/Advise - Validating transactions in the work screen
Specific Setup:
  • Admission:
  • Two existing clients admitted into an outpatient episode are identified. Note Client IDs.
  • Financial Eligibility:
  • An existing guarantor is assigned to the clients. Note the guarantor id and name.
  • Service Codes:
  • Two professional service codes are identified. Make sure the fee definition is created for each service code. Note the service code.
  • Client Charge Input:
  • A service is rendered to the first client using the service code identified above. Note the service date.
  • A service is rendered to the second client using the service code identified above. Note the service date.
  • Client Ledger:
  • Make sure the liability distributed to the assigned guarantor. Note the service dates used for both the client.
  • Close the charges for both the clients
  • Create Interim Billing Batch:
  • Two interim billing batches are created, first batch includes the service rendered to first client and the second batch includes the service rendered to second client. Note batch numbers.
  • Electronic Billing:
  • First service is claimed on the 837 professional bill. Note the Claim number.
  • Second service is claimed on the 837 professional bill. Note the Claim number.
  • Claim Adjustment Group Code/Reason Code:
  • The desired Group Code/Reason Code is created/ identified for the guarantor identified above. Make sure the 'Avatar PM->Billing->Remittance Processing->835 Health Care Claim Payment/Advice->->Allow Credit And Debit Posting Code Per Group/Reason Code Combination' setting is enabled to use the same group code for credit/ debit adjustments.
  • First 835 remittance file is created using the claim information found in the 837 professional file for the first service rendered to the client. Note the file name.
Steps
  1. Open the '835 Health Care Claim Payment/Advice' form.
  2. Load and compile the first 835 file created to process the payment for the first service in the setup.
  3. Verify the 835 file loads and compiles successfully against the service.
  4. Post the file.
  5. Load and compile the second 835 file created to process the payment for the first service in the setup.
  6. Verify the 835 file loads and compiles successfully.
  7. Select 'Work Compile' in the 'Options' field.
  8. Create an 835 file to reverse the original payment posted through first 835 file, and to add a new payment for same claim from the first 835 file, and to add a payment for second service of the second client based on the information from the first 835 file.
  9. Click 'Launch Work Screen' button.
  10. Verify that the 'Claim Amount', 'Claim Payment' and 'Svc Amt' fields display correct values.
Topics
• 835 Health Care Claim Payment/Advice • NX
AV-77417 Summary | Details
Task List - Dispositioning Tasks and Label Changes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
  • Nursing Caseload Assignment
Scenario 1: Task List - Complete, Attempt, and Dismiss generic Scheduled Tasks
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. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "Example" and press Tab.
  4. Set the 'Task Title' field to "Task Example" and click [Submit].
  5. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Task Example (Example)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "CORGARD 20 MG TABLET ORAL" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "CORGARD 20 MG TABLET ORAL" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "Tablet" from the 'Dose Unit' field.
  18. Select "Every Hour" from the 'Freq' field.
  19. Set the 'Duration' field to "6" and click [Hours].
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the 'Interactions' dialog is displayed.
  22. Override all interactions and click [Save Override and Exit].
  23. Access the 'Task List' widget.
  24. Search for and select "Client A" from the 'Search Patients' field.
  25. Validate that six "Task Example" tasks are created under first six hours.
  26. Select the first "Task Example" task.
  27. Validate the "Due" field contains the scheduled date and time of the task.
  28. Click [Complete].
  29. Validate the 'Complete Date' field contains the current date.
  30. Validate the 'Complete Time' field contains the current time and click [Save].
  31. Validate that the first 'Task Example' task is removed.
  32. Select the second "Task Example" task and click 'Mark as Attempted'.
  33. Select "Other" from the 'Rationale for not completing task' field.
  34. Set the 'Reason' field to any value and click [Save].
  35. Validate that the second 'Task Example' task has an orange circle, indicating that the task was Attempted.
  36. Select the second "Task Example" task and click [Complete] and Save.
  37. Validate that the second 'Task Example' task is removed.
  38. Select the third "Task Example" task and click 'Dismiss'.
  39. Select "Patient Refused" from the 'Rationale for not completing task' field and click [Save].
  40. Validate the third 'Task Example' task is removed.
Scenario 2: Task List - Search for Patient outside of Caseload
Specific Setup:
  • A client must exist outside of the logged in user's caseload. (Client A)
  • A unit must exist with clients. (Unit A)
Steps
  1. Access the 'Nursing Caseload Assignment' form.
  2. Select "Unit A" from the 'Select Clients From Unit' field.
  3. Validate the 'Select Clients To Include In Current Caseload' section contains "Client A" .
  4. Validate the 'Current Caseload' section does not contains "Client A" and click [Discard].
  5. Validate a message is displayed that states: "Are you sure you want to Close without saving?" and click [Yes].
  6. Access the 'Task List' widget.
  7. Search for and select "Client A" from the 'Search Patients' field.
  8. Validate that "Client A" is the only patient visible in the 'Task List' widget.
Topics
• myAvatar/myAvatar NX • Order Entry Console
AV-77430 Summary | Details
OE NX - Override Reason in the Interactions 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 - 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".
Scenario 2: OE NX - Duplicate Order Code Checking in the Order Entry Console
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.
  • The ‘Require Override Text With This Override’ extended attribute must be set to “Yes” in the Order Entry Client Information ‘(20121) Duplicate Alert Override Code’ dictionary for “Duplicate Override”.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "XANAX 1 MG TABLET ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "MG" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "30" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "XANAX 1 MG ORAL TABLET, TWICE A DAY".
  9. Search for and select "XANAX 1 MG TABLET ORAL" from the 'New Order' field.
  10. Set the 'Dose' field to "1".
  11. Select "MG" from the 'Dose Unit' field.
  12. Select "TWICE A DAY" from the 'Freq' field.
  13. Set the 'Duration' field to "30" and click [Days].
  14. Click [Add to Scratchpad] and [Sign].
  15. Validate the 'Interactions' dialog is displayed.
  16. Select "Duplicate Override" from the 'Override Reason' field.
  17. Set the 'Notes' field to any value and click [Save Override and Exit].
  18. Validate the 'Order grid' contains two orders for "XANAX 1 MG ORAL TABLET, TWICE A DAY".
Topics
• NX • Order Entry Console
AV-77432 Summary | Details
OE NX - Episode below the 'Scratchpad'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Discharge
  • Orders This Episode
Scenario 1: OE NX - Copy Discharged Orders to a Different Episode
Specific Setup:
  • Avatar NX Release 2022.01.00 and Avatar Order Entry 2021 Update 72 must both be installed for full functionality
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Orders "continue" when copied from disch. Ep. to new Ep. (ext. pharmacy mode)' registry setting must be set to "Y"
  • Please log out of the application and log back in after completing the above configuration
  • A client must have an 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 10 MG Tablet ORAL" from the 'New Order' field.
  3. Click [TAPER/TITRATE].
  4. Set the 1st 'Dose' field to "1".
  5. Validate "Tablet" is displayed in the 1st 'Dose Unit' field.
  6. Select "TWICE A DAY" from the 1st 'Frequency' field and click [Add Step].
  7. Set the 2nd 'Dose' field to "2".
  8. Validate "Tablet" is displayed in the 2nd 'Dose Unit' field.
  9. Select "TWICE A DAY" from the 2nd 'Frequency' field and click [Add Step].
  10. Set the 3rd 'Dose' field to "3".
  11. Validate "Tablet" is displayed in the 3rd 'Dose Unit' field.
  12. Select "TWICE A DAY" from the 3rd 'Frequency' field and click [Add Step].
  13. Set the 4th 'Dose' field to "4".
  14. Validate "Tablet" is displayed in the 4th 'Dose Unit' field.
  15. Select "TWICE A DAY" from the 4th 'Frequency' field and click [Add to Scratchpad].
  16. Populate any remaining required fields for the orders in the 'Scratchpad' and click [Final Review].
  17. Validate the 'Interactions' dialog is displayed.
  18. Override all interactions and click [Save Override and Exit].
  19. Validate the 'Final Review' dialog is displayed.
  20. Select "eRX" in the 'Output' field for all orders and click [Sign].
  21. Validate the 'Order grid' contains the 4 "Prednisone" orders.
  22. Access the 'Discharge' form.
  23. Set the 'Date Of Discharge' field to the current date.
  24. Set to 'Discharge Time' field to the current time.
  25. Select any value from the 'Type Of Discharge' field.
  26. Set the 'Discharge Practitioner' field to any practitioner and click [Submit].
  27. Access the 'Admission' form to add a new episode.
  28. Populate all fields required to admit this client into a program that is configured for 'External Pharmacy Mode' and click [Submit].
  29. Log out of the application and log back in.
  30. Select "Client A" and access the Order Entry Console.
  31. Select "Episode # 1 'Header Episode' field.
  32. Select "Discontinued Upon Discharge" from the 'Status' field.
  33. Select "Episode # 2 'Episode - Scratchpad' field.
  34. Select all 4 "Prednisone" orders and click [Copy].
  35. Click [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.
  39. Validate that "None" is selected for all orders and click [Sign].
  40. Select "Episode # 2" in the 'Header Episode' field.
  41. Select "Active" from the 'Status' field.
  42. Validate the 'Order grid' contains all 4 "Prednisone" orders.
  43. If the original order’s 'Start Date' and 'Start Time' is before the current date/time, the new order 'Start Date' and 'Start Time' will be one minute after the original order’s 'Discontinue Date' and 'Discontinue Time'. This will ensure no gap in administrations or inadvertent overlap.
  44. If the original order’s 'Start Date' and 'Start Time' is greater than current date/time, then the 'Start Date' and 'Start Time' from the original order will be retained.
Topics
• Order Entry Console
AV-77495 Summary | Details
Documentation View - Perceptive Documents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.Console Widget Viewer
  • App Dashboard
  • perceptive
  • Document Capture
  • Dynamic Form Capture Mode
  • Dynamic Form Select Episode
  • HomeView - Console Widget Viewer
  • HomeView - Primary All Documents Widget
Scenario 1: 'Progress Notes (Group and Individual)' with document routing enabled - New Service Note
Specific Setup:
  • Document Routing must be enabled on the 'Progress Notes (Group and Individual)' form.
  • Environment must be configured for Perceptive.
  • The 'Progress Notes (Group and Individual)' form must be added to 'Chart View', if utilizing Avatar NX please set up the "All Document Widget".
Steps
  1. Access the 'Admission' form.
  2. Admit a new client ensuring that the practitioner associated with the user logged into the application is selected in the 'Admitting Practitioner' and 'Attending Practitioner' fields.
  3. Access the 'Progress Notes (Group and Individual)' form.
  4. Validate the ‘Admitting Practitioner’ and ‘Attending Practitioner’ fields in the client header contain the credentials for the staff member associated with the logged in user.
  5. Enter "Client A" in the 'Select Client' field.
  6. Select any value from the 'Select Episode' field.
  7. Select "New Service" from the 'Progress Notes For' field.
  8. Select any value from the 'Note Type' field.
  9. Enter any value in the 'Notes Field' field.
  10. Search for and select the practitioner associated with the user who is logged into the application in the 'Practitioner' field.
  11. Validate the staff credentials associated with the user who is logged into the application display in the 'Practitioner' field.
  12. Enter the current date in the 'Date Of Service' field.
  13. Search for and select any value in the 'Service Charge Code' field.
  14. Select "Final" from the 'Draft/Final' field and click [File Note].
  15. Validate the "Document Routing" dialog displays.
  16. Click [Accept and Route] and Validate a "Verify Password" dialog is displayed.
  17. Enter the password associated with the practitioner associated with the user who is logged into the application and click [OK].
  18. Search for and select the staff member who is not associated with the user who is logged into the application in the 'Approver' field.
  19. Validate the staff credentials associated with the user who is not logged into the application display in the 'Approver' field, click [Add], and [Submit].
  20. Validate a message is displayed stating "Note Filed", click [OK], and close the form.
  21. Select “Client A" and access their 'Chart View' or 'Documentation View'.
  22. Select the "Progress Notes (Group and Individual)" previously filed in the ‘Document’ section.
  23. Validate the 'TIFF' image is displayed and contains the credentials for the practitioner who is associated with the user who is logged into the application.
  24. Select the "Progress Notes (Group and Individual)" previously filed in the chart view / documentation view.
  25. Validate the 'Practitioner' field contains the credentials for the practitioner who is associated with the user who is logged into the application in the document.
Scenario 2: All Documents Widget - Verification of Sort/Filter/Display and Client Selection
Specific Setup:
  • This scenario is for Avatar NX systems only
  • Registry Setting 'RADplus->General->-Enable Documentation Views' must be set to 'Y'
  • A Documentation View must exist and assigned to a users view
  • Client record with documents and/or data filed in various forms (ex. 'Vitals Entry', 'Problem List', 'Diagnosis', 'Progress Notes (Group and Individual)')
Steps
  1. From myAvatar home view, select client and navigate to the 'All Documents Widget' view.
  2. Select any value from the 'Select Episode' field if applicable to form/document (ex. 'All Episodes').
  3. Select the 'Documents' tab.
  4. Validate the columns for 'Form Name', 'Document Description', 'Document Date', and 'Document Episode' display as expected.
  5. Validate that only the selected/filtered form or document displays in the 'All Documents Widget'.
  6. Validate the 'Form Name' and 'Document Description' fields are consistent with the value from the 'Clinical Document Viewer' form.
  7. Select any row in the 'Form Name' column.
  8. Validate that the selected record displays in the 'Console Widget Viewer'.
  9. Select any date from the 'Document Date' column filter.
  10. Select the filtered row and validate that the selected record displays in the 'Console Widget Viewer'.
  11. Click [Clear Filters] button.
  12. Select the 'All Note Types' tab.
  13. Select any value from the 'Form Description' column filter (ex. 'Progress Notes (Group and Individual)').
  14. Validate that only the selected form/record displays in the 'Console Widget Viewer'.
  15. Click [Clear Filters] button.
  16. Select the 'All Forms' tab.
  17. Select any value from the 'Form Description' column filter (ex. 'Problem List', 'Diagnosis').
  18. Select any row in the 'Form Description' column.
  19. Validate that the selected record displays in the 'Console Widget Viewer'.
  20. Click [Close All] widget button.
  21. Click [Clear Filters] widget button.
  22. Select different/additional client for view (via 'My Clients' menu and/or client search).
  23. Ensure 'All Documents' widget content is cleared on selection of different/additional client, and does not display document listings/documents from previously selected/active client.
  24. Select form in 'All Documents' widget; ensure that only records/data for currently active/selected client are displayed.
  25. Select existing document/record row in 'All Documents' widget; ensure that record/form for currently active/selected client is displayed.
  26. Switch back to previous/original client for view (via 'My Clients' menu and/or client search).
  27. Ensure 'All Documents' widget content (record listing and/or document viewer) is returned to records/document for original client selection.
  28. Ensure that switching between two or more active/selected clients refreshes the records/documents displayed in 'All Documents' widget to display only records/documents for the currently selected/active client in record listing and/or document viewer.
Scenario 3: Document Capture Avatar NX: Validation of Import/Save/Retrieve/View
Specific Setup:
  • Perceptive must be enabled.
Steps
  1. Select the test client.
  2. Open the "Client's Dashboard".
  3. Click "Document Capture" icon.
  4. Click "Import".
  5. Select the desired "Episode".
  6. Click "OK".
  7. Select the desired "Document Type".
  8. Set "Document Description" to the desired value.
  9. Click "Capture".
  10. Click "Browse".
  11. Browse to the location of the file to be imported.
  12. Click "Open".
  13. Click "Done".
  14. Click "Save".
  15. Validate the document was successfully file/stored.
  16. Click "Close Document Capture".
  17. Navigate to the "All Docs Test" view.
  18. Validate the document can be displayed.
Scenario 4: Validate Document Capture - Episodic
Specific Setup:
  • Perceptive must be installed and enabled.
Steps
  1. Select a client from "myClients" or from the Client search.
  2. Open the client's dashboard.
  3. Using "Document Capture", scan or import in a document.
  4. Select the desired episode to assign the document to.
  5. Validate the correct Episode displays in the "Document Properties" pane.
  6. Capture and save the document.
  7. View the document using "Clinical Document Viewer" or the Chart to ensure it has the correct episode designation and that it displays.
Topics
• NX • Perceptive
AV-77529 Summary | Details
Spreadsheet Charge Input - duplicated rows
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Client Ledger
Scenario 1: Spreadsheet Charge Input - Creating multiple charges via spreadsheet
Specific Setup:
  • Client A must be enrolled in at least one admission program where 'Use the Selected Location As Default' is set to "Yes".
  • Client A must be admitted into multiple episodes.
  • Client B is enrolled in one episode.
Steps
  1. Open 'Spreadsheet Charge Input'.
  2. Enter desired data for ‘Client A’ in all required fields of row 1, selecting the episode with the default service location.
  3. Validate that the location is defaulted when the episode is selected.
  4. Note the date and episode of service.
  5. Enter desired data for ‘Client A’ in all required fields of row 2, selecting a different episode. Note the date of service.
  6. Enter desired data for ‘Client A’ in all required fields of row 1. Note the date and episode of service.
  7. Click [Save].
  8. Validate that the ‘Continue Filing’ message is received.
  9. Click [Yes].
  10. Validate that the ‘Filing Complete’ message is received.
  11. Click [OK].
  12. Open ‘Client Ledger’ for ‘Client A’.
  13. Select ‘All Episodes’ in ‘Claim/Episode/All Episodes’.
  14. Select ‘Simple’ in ‘Ledger Type’.
  15. Enter the first date of service in ‘From Date’.
  16. Click [Process].
  17. Validate that the services display in the ledger report.
  18. Open ‘Client Ledger’ for ‘Client B’.
  19. Select ‘All Episodes’ in ‘Claim/Episode/All Episodes’.
  20. Select ‘Simple’ in ‘Ledger Type’.
  21. Enter the date of service in ‘From Date’.
  22. Click [Process].
  23. Validate that the service displays in the ledger report.
Scenario 2: Spreadsheet Charge Input - Create duplicate row and post services
Specific Setup:
  • Identify a practitioner, service code and client for service entry.
Steps
  1. Open ‘Spreadsheet Charge Input’.
  2. Enter desired data in all required fields in row 1. Note the date of service.
  3. Enter desired data in optional fields.
  4. Click [Copy/Paste Row].
  5. Validate that the row is copied to row 2.
  6. Click [Save].
  7. Validate that the ‘Continue Filing’ message is received and that it states that the row is duplicated.
  8. Click [Yes].
  9. Validate that the ‘Filing Complete’ message is received and that it states all rows are filed without error.
  10. Click [OK].
  11. Open ‘Client Ledger’ for the client.
  12. Select ‘All Episodes’ in ‘Claim/Episode/All Episodes’.
  13. Select ‘Simple’ in ‘Ledger Type’.
  14. Enter the date of service in ‘From Date’.
  15. Click [Process].
  16. Validate that the service is duplicated for the date.
Topics
• myAvatar NX Only • NX
AV-77695 Summary | Details
OE NX - Admission Med Reconciliation - Interactions hyperlink
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console - Warning Dialog - Interactions
  • Orders This Episode
  • Order Entry Console - Admission Med Reconciliation
Scenario 1: OE NX - Orders This Episode - Schedule II - New, Copy, Modify, Hold, Resume, and Discontinue
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 an allergy to "Ritalin" 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 "RITALIN LA (METHYLPHENIDATE HCL) 10 MG CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 ORAL (Schedule II)" in the 'New Order' field.
  3. Validate a warning indicator is displayed with "At least one warning has been found with this order" link under the 'New Order' field.
  4. Set the 'Dose' field to "1".
  5. Select "Tablet" from the 'Dose Unit' field.
  6. Select "TWICE A DAY" from the 'Freq' field.
  7. Set the 'Duration' field to "10" and click [Days].
  8. Click [Add to Scratchpad] and [Sign].
  9. Validate the 'Interactions' dialog is displayed with an allergy interaction for "Ritalin".
  10. Override the interaction and click [Save Override and Exit].
  11. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
  12. Select the order and click [Copy].
  13. Validate 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.)" and click [Yes].
  14. Click [Add to Scratchpad] and [Sign].
  15. Validate that the 'Interactions' dialog is displayed with an allergy interaction for "Ritalin" and a 'Duplicate Order' interaction.
  16. Override all interactions and click [Save Override and Exit].
  17. Validate the 'Order grid' contains two orders for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
  18. Select the first order and click [Modify].
  19. Set the Dose to "2".
  20. Validate that "Tablet" is displayed in the 'Dose Unit' field
  21. Click [Add to Scratchpad] and [Sign].
  22. Validate that the 'Interactions' dialog is displayed with an allergy interaction for "Ritalin" and a 'Duplicate Order' interaction.
  23. Override all interactions and click [Save Override and Exit].
  24. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" and an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
  25. Select the first order and click [Hold], [Add to Scratchpad], and [Sign].
  26. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" with an "Order Status" of "Active(On Hold)".
  27. Select the order with an 'Order Status' of "Active(On Hold)" and click [Resume], [Add to Scratchpad], and [Sign].
  28. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" and an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY" both with an 'Order Status' of "Active"
  29. Select the first order and click [Renew].
  30. Set the 'Renew' field to "15" and click [Days].
  31. Click [Add to Scratchpad] and [Sign].
  32. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" and an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
Scenario 2: OE NX - Admission Med Reconciliation - Schedule II - New Order
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, 'Diagnosis' form, as well as an allergy to "Ritalin" filed in the ‘Allergies and Hypersensitivities’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Admission Reconciliation' tab.
  3. Search for and select "RITALIN 10 MG TABLET ORAL (Schedule II)" from the 'New Order' field.
  4. Validate a warning indicator with "At least one warning has been found with this order" link is displayed under the 'New Order' field.
  5. Set the 'Dose' field to "2".
  6. Select "TABLET" from the 'Dose Unit' field.
  7. Select "TWICE A DAY" from the 'Freq' field.
  8. Set the 'Duration' field to "10", click [Days] and [Add to Scratchpad].
  9. Validate the 'Inpatient Medications Scratchpad' contains an order for "RITALIN 10 MG TABLET (Schedule II) 2 TABLET, TWICE A DAY".
  10. Click [Reconcile & Sign].
  11. Validate the 'Interactions' dialog is displayed and contains an Allergy Interaction for "Ritalin".
  12. Override the interaction and click [Save Override and Exit].
  13. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  14. Click the 'Orders This Episode' tab.
  15. Validate the 'Order grid' contains one order for "RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG ORAL TABLET (Schedule II) 2 TABLET, TWICE A DAY".
Topics
• NX • Order Entry Console
AV-77698 Summary | Details
OE NX - Discharge Med Reconciliation - Discharge Disposition - No Prescriptions Required.
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 - Discharge Disposition Disposition with a default Discharge Disposition and it is not required
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Default for 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "DF"
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Require 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "LISINOPRIL 20 MG ORAL TABLET" 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 "28" and click [Days].
  7. Validate the 'Days Supply' field contains "28".
  8. Validate the 'Dispense Qty' field contains "28".
  9. Select "Tablet" in the 'Dispense Qty Unit' field.
  10. Click [Add to Scratchpad].
  11. Search for and select "CEFACLOR 250 MG CAPSULE ORAL" in the 'New Order' field.
  12. Set the 'Dose' field to "1".
  13. Validate the 'Dose Unit' field contains "Capsule".
  14. Select "Twice a Day" in the 'Freq' field.
  15. Set the 'Duration' field to "28" and click [Days].
  16. Validate the 'Days Supply' field contains "28".
  17. Validate the 'Dispense Qty' field contains "56".
  18. Select "Capsule" in the 'Dispense Qty Unit' field.
  19. Set the 'Start Time' field to "08:00 AM".
  20. Click [Add to Scratchpad] and [Final Review].
  21. Validate an 'Interactions' dialog is displayed.
  22. Override all interactions and click [Save Override and Exit].
  23. Validate the 'Final Review' dialog is displayed and click [Sign].
  24. Validate the 'Order grid' contains an order for "CEFACLOR 250 MG ORAL CAPSULE" and "LISINOPRIL 20 MG ORAL TABLET".
  25. Click the 'Discharge Med Reconciliation' tab.
  26. Validate the 'Discharge Disposition' field is not required and contains "Discharge to Facility".
  27. Validate the 'Inpatients Medications' order grid contains an order for "CEFACLOR 250 MG ORAL CAPSULE 1 Capsule, Twice A Day" and "LISINOPRIL 20 MG TABLET ORAL 1 Tablet, Every Day".
  28. Validate the 'No Prescription Required' checkbox is not checked.
  29. Check the 'No Prescription Required' checkbox.
  30. Uncheck the 'No Prescription Required' checkbox.
  31. Select the "CEFACLOR" order and click [Add to Scratchpad As RX].
  32. Validate that the "CEFACLOR" order is displayed in the 'Home Medications Scratchpad (Post-Discharge)' with a red flag in the 'Action' column.
  33. Select the order in the 'Home Medications Scratchpad (Post-Discharge)'.
  34. Validate the 'No Prescription Required' checkbox is not checked.
  35. Check the 'No Prescription Required' checkbox.
  36. Uncheck the 'No Prescription Required' checkbox.
  37. Set the 'Days Supply' field to "20" and press Tab
  38. Validate the 'Dispense Qty' field contains "40".
  39. Validate the 'Dispense Qty Unit' field contains "Capsule"
  40. Click [Update Order].
  41. Select the "LISINOPRIL" order and click [Add to Scratchpad No RX].
  42. Validate the "LISINOPRIL" order is displayed in the 'Home Medications Scratchpad (Post-Discharge)' with "NoRX" in the 'Type' field.
  43. Select the "LISINOPRIL" order in the 'Home Medications Scratchpad (Post-Discharge)'.
  44. Validate the 'No Prescription Required' checkbox is checked.
  45. Uncheck the 'No Prescription Required' checkbox.
  46. Check the 'No Prescription Required' checkbox.
  47. Click [Update Order] and [Review and Sign].
  48. Validate the 'Final Review' dialog is displayed and click [Sign].
  49. Validate the 'Discharge Med Reconciliation' tab is in view-only mode.
  50. Click [Print Report].
  51. Validate a row below the 'Signed By' row contains "Discharge Disposition: Discharge to Facility".
Scenario 2: OE NX - Discharge Med Reconciliation - Discharge Disposition with no default Discharge Disposition but it is required
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Default for 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must not contain a value
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Require 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "LISINOPRIL 20 MG ORAL TABLET" 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 "28" and click [Days].
  7. Validate the 'Days Supply' field contains "28".
  8. Validate the 'Dispense Qty' field contains "28".
  9. Select "Tablet" in the 'Dispense Qty Unit' field.
  10. Click [Add to Scratchpad].
  11. Search for and select "CEFACLOR 250 MG CAPSULE ORAL" in the 'New Order' field.
  12. Set the 'Dose' field to "1".
  13. Validate the 'Dose Unit' field contains "Capsule".
  14. Select "Twice a Day" in the 'Freq' field.
  15. Set the 'Duration' field to "28" and click [Days].
  16. Validate the 'Days Supply' field contains "28".
  17. Validate the 'Dispense Qty' field contains "56".
  18. Select "Capsule" in the 'Dispense Qty Unit' field.
  19. Set the 'Start Time' field to "08:00 AM".
  20. Click [Add to Scratchpad] and [Final Review].
  21. Validate an 'Interactions' dialog is displayed.
  22. Override all interactions and click [Save Override and Exit].
  23. Validate the 'Final Review' dialog is displayed and click [Sign].
  24. Validate the 'Order grid' contains an order for "CEFACLOR 250 MG ORAL CAPSULE" and "LISINOPRIL 20 MG ORAL TABLET".
  25. Click the 'Home Medications' tab.
  26. Validate the 'Client Reported' checkbox is checked.
  27. Search for and select "Low Dose Aspirin 81 MG Tablet, Enteric Coated Oral" in the 'New Order' Field.
  28. Set the 'Dose' field to "1".
  29. Validate the 'Dose Unit' field contains "Tablet".
  30. Select "Every Day" in the 'Frequency' field.
  31. Click [Save].
  32. Uncheck the 'Client Reported' checkbox.
  33. Search for and select "Ambien 10 MG Tablet Oral" in the 'New Order' field.
  34. Set the 'Dose' field to "1".
  35. Validate the 'Dose Unit' field contains "Tablet".
  36. Select "Every Day" in the 'Frequency' field.
  37. Select any value in the 'Diagnosis' field.
  38. Set the 'Days Supply' field to "30" and press Tab.
  39. Click [Add to Scratchpad] and [Final Review].
  40. Validate the 'Interactions' dialog is displayed.
  41. Override all interactions and click [Save Override and Exit].
  42. Validate the 'Final Review' dialog is displayed and click [Sign].
  43. Validate the 'Order grid' contains the order for "Ambien" and the 'Client Reported' order for "Low Dose Aspirin".
  44. Click the 'Discharge Med Reconciliation' tab.
  45. Validate the 'Discharge Disposition' field is required and does not contain a value.
  46. Validate the 'Inpatients Medications' order grid contains an order for "CEFACLOR 250 MG ORAL CAPSULE 1 Capsule, Twice A Day" and "LISINOPRIL 20 MG TABLET ORAL 1 Tablet, Every Day".
  47. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Ambien 10 MG ORAL Tablet (Schedule IV)Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 30 Tablet)" and an order for "Low Dose Aspirin - 81 MG, ECT, PO Take one (1) tablet by mouth daily".
  48. Search for "Advil" in the 'New Order' field.
  49. Validate a message is displayed stating "A Discharge Disposition is required. Please select a disposition to continue" and click [OK]
  50. Select "Discharge to Home" in the 'Discharge Disposition' field.
  51. Validate the 'No Prescription Required' checkbox is not checked.
  52. Check the 'No Prescription Required' checkbox.
  53. Uncheck the 'No Prescription Required' checkbox.
  54. Select the "CEFACLOR" order and click [Add to Scratchpad As RX].
  55. Validate that the "CEFACLOR" order is displayed in the 'Home Medications Scratchpad (Post-Discharge)' with a red flag in the 'Action' column.
  56. Select the "CEFACLOR" order in the 'Home Medications Scratchpad (Post-Discharge)'.
  57. Validate the 'No Prescription Required' checkbox is not checked.
  58. Set the 'Days Supply' field to "30" and press Tab
  59. Validate the 'Dispense Qty' field contains "60".
  60. Validate the 'Dispense Qty Unit' field contains "Capsule"
  61. Click [Update Order].
  62. Validate the "CEFACLOR" order in 'Home Medications Scratchpad (Post-Discharge)' no longer has a red flag in the action column.
  63. Select the "LISINOPRIL" order in the 'Inpatient Medications' order grid and click [Add to Scratchpad No RX].
  64. Validate the "LISINOPRIL" order is displayed in the 'Home Medications Scratchpad (Post-Discharge)' with "NoRX" in the 'Type' field.
  65. Select the "LISINOPRIL" order in the 'Home Medications Scratchpad (Post-Discharge)'.
  66. Validate the 'No Prescription Required' checkbox is checked.
  67. Click [Update Order].
  68. Select the "Low Dose Aspirin" order in the 'Home Medications Scratchpad (Post-Discharge)' and click [Make Rx].
  69. Validate that "NoRx Checkbox is hidden for MakeRx orders" is displayed in red font.
  70. Set the 'Days Supply' field to "30" and press Tab.
  71. Validate the 'Dispense Qty' field contains "30".
  72. Validate the 'Dispense Qty Unit' field contains "Tablet".
  73. Click [Update Order].
  74. Validate that the "Low Dose Aspirin" order has "MAKE RX" in the 'Action' column and "Rx" in the 'Type' column.
  75. Select the "Ambien" order in the 'Home Medications Scratchpad (Post-Discharge)' and click [Reorder/Modify].
  76. Validate that "NoRx Checkbox is hidden for Reordered orders" is displayed in red font and click [Update Order].
  77. Validate that the "Ambien" order has "REORDER/MODIFY" displayed in the 'Action' column.
  78. Select the "Ambien" order and the "Low Dose Aspirin" order in the 'Home Medications Scratchpad (Post-Discharge)'.
  79. Validate a message is displayed stating "Selected orders with different max refills. The lowest value for maximum refills allowed will be enforced" and click [OK].
  80. Validate that "NoRx Checkbox is hidden from selecting MakeRx and Modify/Reorder orders" is displayed in red font and click [Cancel].
  81. Click [Review and Sign].
  82. Validate that an 'Interactions' dialog is displayed.
  83. Override all interactions and click [Save Override and Exit].
  84. Validate the 'Final Review' dialog is displayed and click [Sign].
  85. Validate the 'Discharge Med Reconciliation' tab is in view-only mode.
  86. Click [Print Report].
  87. Validate a row below the 'Signed By' row contains "Discharge Disposition: Discharge to Home".
  88. Close the report.
  89. Select the 'Home Medications' tab.
  90. Validate the 'Order grid' contains the following orders:
  91. "Lisinopril - 20 MG, TAB, PO Take one (1) tablet by mouth daily Reported Source: Discharge Med Rec - No Rx Needed"
  92. "Cefaclor 250 MG ORAL Capsule Take one (1) capsule by mouth twice a day (Refills: 0, Disp. Qty: 60 Capsule)"
  93. "Low Dose Aspirin 81 MG ORAL Tablet, Enteric Coated Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 30 Tablet)"
  94. "Ambien 10 MG ORAL Tablet (Schedule IV)Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 30 Tablet"
Topics
• NX • Order Entry Console
AV-77720 Summary | Details
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:
  • Order Entry Console - Interactions dialog
  • Orders This Episode
Scenario 1: 'Start Date' and 'Start Time' are disabled on the Order Entry Console (Orders This Episode section) when creating a new order.
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
  3. Set the 'Dose' field to "1" and press Tab.
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "One Time Only at 07:30 PM" in the 'Freq' field.
  6. Validate the 'Duration' field contains "1".
  7. Validate the 'Start Date' field is disabled and contains the current date.
  8. Validate the 'Start Time' field is disabled and contains the current time.
  9. Validate the 'Stop Date' field contains a date that is one day in the future of the current date.
  10. Validate the 'Stop Time' field contains a time that is one minute prior to the current time.
  11. Click [Add to Scratchpad] and [Sign].
  12. Validate the 'interaction' dialog is displayed.
  13. Override all interactions and click [Save Override and Exit].
  14. Validate the 'Order grid' contains an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 TABLET, One Time Only at 07:30 PM".
Topics
• NX • Order Entry Console
AV-77831 Summary | Details
OE NX - Specimen Type
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 - Creating two Lab orders with single values selected in the 'Specimen Types Allowed' field in 'Order Code Setup'
Specific Setup:
  • Two 'Specimen Types' must exist.
  • One with a 'Dictionary Code' of "Stool" and a 'Dictionary Description' of "Stool Sample". (Stool)
  • One with a 'Dictionary Code' and 'Dictionary Description' of "Blood". (Blood).
  • Two lab-type order codes must exist that are associated with 'eVendors' and have "Specified at Order Time" selected in the 'Specimen Type' field.
  • One with "Stool Sample" selected in the 'Specimen Types Allowed' field (WBCS).
  • One with "Blood" selected in the 'Specimen Types Allowed' field (RBC).
  • A client must have an active inpatient episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "WBCS" in the 'New Order' field.
  3. Validate the 'Specimen Type' field is required, enabled and contains no default value.
  4. Click the 'Specimen Type' field and validate that only "Stool Sample" is displayed.
  5. Select "Stool Sample" in the 'Specimen Type' field.
  6. Set the 'Duration' field to "1" and click [Days].
  7. Click [Add to Scratchpad].
  8. Search for and select "RBC" in the 'New Order' field.
  9. Validate the 'Specimen Type' field is required, enabled and contains no default value.
  10. Click the 'Specimen Type' field and validate that only "Blood" is displayed.
  11. Select "Blood" in the 'Specimen Type' field.
  12. Set the 'Duration' field to "24" and click [Hours].
  13. Click [Add to Scratchpad] and [Sign].
  14. Validate the 'Order grid' contains an order for "RBC (Blood)" and an order for "WBCS (Stool Sample)".
Topics
• NX • Order Entry Console