Avatar NX User Interface Update 2022.02.00 Acceptance Tests

AV-53929 Summary | Details

Avatar NX - 'Master Patient Index'

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

Admission
MPI Search

Scenario 1: Admitting a new client with 'Master Patient Index' enabled

Specific Setup:

'Master Patient Index' must be enabled and configured. Please note: this must be done by a Netsmart Representative.

Steps

Access the 'Admission' form.
Verify the 'Select Client' dialog exists.
Enter any new value in the 'Last Name' field.
Enter any new value in the 'First Name' field.
Select any value from the 'Sex' field.
Click [Search].
Validate the 'Search Results' dialog is displayed stating: No matches found.
Click [New Client].
Validate the 'Master Patient Index Search' dialog is displayed.
Enter the same value used in the previous steps in the 'Last Name' field.
Enter the same value used in the previous steps in the 'First Name' field.
Enter any value in the 'Date Of Birth' field.
Select the same value used in the previous steps from the 'Sex' field.
Click [Search].
Validate the 'MPI Search Results' dialog is displayed showing any results that may have been found.
Click [Add New Client].
Enter the current date in the 'Preadmit/Admission Date' field.
Enter the current time in the 'Preadmit/Admission Time' field.
Select any outpatient program from the 'Program' field.
Select any value from the 'Type Of Admission' field.
Enter the practitioner associated to the logged in user in the 'Admitting Practitioner' field.
Click [Submit].
Select the newly admitted client and access the 'Admission' form.
Validate the fields contain the previously populated values.
Close the form.

Scenario 2: Admitting an existing client with 'Master Patient Index' enabled

Specific Setup:

'Master Patient Index' must be enabled and configured. Please note: this must be done by a Netsmart Representative.
A client named "Bill Baker" is enrolled in an existing episode.

Steps

Access the 'Admission' form.
Verify the 'Select Client' dialog exists.
Enter "Baker" in the 'Last Name' field.
Enter "Joe" in the 'First Name' field.
Select any value from the 'Sex' field.
Click [Search].
Validate the 'Search Results' dialog is displayed stating: No matches found.
Click [New Client].
Validate a 'Master Patient Index Search' dialog is displayed.
Enter the same value used in the previous steps in the 'Last Name' field.
Enter the same value used in the previous steps in the 'First Name' field.
Enter any value in the 'Date Of Birth' field.
Select the same value used in the previous steps from the 'Sex' field.
Click [Search].
Validate the 'MPI Search Results' dialog is displays clients with the same last name.
Double click on "Bill Baker" and validate their score card displays.
Click [Select Client].
Enter the current date in the 'Preadmit/Admission Date' field.
Enter the current time in the 'Preadmit/Admission Time' field.
Select any outpatient program from the 'Program' field.
Select "First Admission" from the 'Type Of Admission' field.
Enter the practitioner associated to the logged in user in the 'Admitting Practitioner' field.
Click [Submit].
Select "Bill Baker" and access the 'Admission' form.
Select the new episode and verify the data saved.
Close the form.

Topics

• Admission • Master Patient Index • NX

AV-64380 Summary | Details

OE NX - Diagnosis

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 - Copy, Modify, and Reorder with Diagnosis

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

Select "Client A" and access the Order Entry Console.
Search for and select "ADDERALL 10 MG TABLET ORAL (Schedule II)" from the 'New Order' field.
Set the 'Dose' field to "2".
Validate the 'Dose Unit' field is equal to "Tablet".
Select "TWICE A DAY" from the 'Freq' field.
Set the 'Duration' field to "28" and click [Days].
Set the 'Start Date' field to "t-27".
Set the 'Start Time' field to the current time.
Validate the 'Dispense Qty' field is equal to "112".
Select "Tablet" from the 'Dispense Qty Unit' field.
Validate the 'Earliest Fill Date' field is equal to the current date.
Search for and select "Anger" from the 'Diagnosis' field.
Click [Add to Scratchpad] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Select 'None in the 'Output' field and click [Sign].
Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Copy].
Validate the 'Diagnosis' field is equal to "Anger".
Click [Refresh Orders].
Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Modify].
Validate the 'Diagnosis' field is equal to "Anger".
Click [Refresh Orders].
Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Reorder].
Validate the 'Diagnosis' field is equal to "Anger".

Topics

• NX • Order Entry Console

AV-67010 Summary | Details

OE NX - Admission Med Reconciliation - AOE questions

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

Order Code Setup
Order Entry Console

Scenario 1: OE NX - Admission Med Reconciliation - AOE questions

Specific Setup:

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

Access the 'Order Code Setup' form.
Search for and select "Fish Oil 500 MG CAPSULE ORAL" from the 'Existing Order Code'.
Click ['Ask on Order Entry' Questions].
Configure at least one AOE question to be required and click [Save].
Validate a message displays stating "Save Successful" and click [Yes].
Click [Submit] and do not return to the form.
Select "Client A" and access the Order Entry Console.
Select the 'Admission Med Reconciliation' tab.
Search for and select "FISH OIL 500 MG CAPSULE ORAL" from the 'New Order' field.
Set the 'Dose' field to "1" and press [Tab].
Select "Capsules" from the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Freq' field.
Set the 'Duration' field to "12" and click [Days].
Click [Ask on Order Entry].
Answer the AOE question and click [Save].
Click [Add to Scratchpad].
Click [Reconcile & Sign].
Validate the 'Admission Med Reconciliation' tab displays in view only mode.

Topics

• NX • Order Entry Console

AV-70919 Summary | Details

Form Designer - sub sections

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

Form Designer (PM)

Scenario 1: Form Designer (Avatar NX) - Adding, moving and deleting form sub-sections

Specific Setup:

Have a form [FormA], with one section [Section1] on the form, that contains two fields [FieldA] and [FieldB] as well as any other desired fields

Steps

Open form "Form Designer"
Select [FormA]
Select [Section1]
Click [Show Section]
At the bottom of the form layout, click the [Add New Section] button
Validate a new section is added
On the [Section1] title bar, locate the text box located next to the trash can object
Populate the text field with a sub section name, for example [Subsection1]
On the new section title bar locate the text box located next to the trash can object
Populate the text field with a sub section name, for example [Subsection2]
Click on [FieldA] in [Subsection1]
On the left side panel dialog box, click on the 'Subsection' drop down field
Select [Subsection2]
Validate [FieldA] has been moved from [Subsection1] to [Subsection2]
Click on [FieldB] in [Subsection1]
Repeat step 8 for [FieldB]
Validate [Subsection2] now contains [FieldA] and [FieldB]
Validate [Subsection1] does not contain [FieldA] and [FieldB]
On the [Subsection2] title bar, click and drag the 'Red" dot object up toward [Subsection1]
Validate [Subsection1] is now above [Subsection2]
On the [Subsection2] title bar, click and drag the 'Red' dot object down toward [Subsection1]
Validate [Subsection1] is now back above [Subsection2]
On the [Subsection2] title bar, click the "+" sign
Validate a new section is added above [Subsection2]
On the title bar of the new section, click the 'trash can' icon
Validate the section is removed from the form
Click [Save] and click [OK]
Click [Submit]
Open [FormA]
Navigate to [Subsection1]
Validate it exists above [Subsection2]
Validate [FieldA] and [FieldB] are not present in the section
Navigate to [Subsection2]
Validate [FieldA] and [FieldB] are present in the section, as expected

Topics

• Form Designer • NX

AV-71364 Summary | Details

'My Clients' list - color contrast

Scenario 1: Validate color contrast in the 'My Clients' list

Specific Setup:

The logged in user has at least two clients admitted in their caseload (Client A and Client B).
A client is admitted in an existing episode that is not in the logged in user's caseload (Client C).
Client B has an appointment scheduled for the current date at the defined site.
Staff members must be defined in the 'Practitioner Enrollment' form.
A site must be defined in the 'Site Registration' form.

Steps

Hover over "Client A" in the 'My Clients' list.
Validate the text becomes bold.
Select "Client A".
Validate the client gets a grey background, a green bar to its left, and the text becomes bold.
Hover over selected client.
Validate the client retains its green bar but its background changes to the same color as a non-selected client when hovered over, and its text is no longer bold.
Search for and select "Client C".
Validate the 'Recent Clients' list now contains "Client C."
Hover over selected client.
Validate the client retains its green bar but its background changes to the same color as a non-selected client when hovered over, and its text is no longer bold.
Clear the client.
Validate the 'Recent Clients" list contains "Client C"
Hover over "Client C".
Validate the text becomes bold.
Select the "Staff" section.
Select the desired staff member.
Validate the staff member gets a grey background, a green bar to its left, and its text becomes bold.
Hover over selected staff member.
Validate the staff member retains its green bar but its background color change to the same color non-selected clients have when hovered over and its text is no longer bold.
Select the "My Clients" section and access "Client A".
Validate the client gets a gray background, a green bar to its side, and its text becomes bold.
Select the "Site" section.
Select the desired site.
Hover over "Client B".
Validate the client name becomes bold when hovered over.
Select "Client B".
Validate the client gets a gray background, a green bar to its left, and its text becomes bold.
Hover over the selected client.
Validate the client retains its green bar buts its background changes to the same color non-selected clients have when hovered over, and its text is not longer bold.
Clear the client.

Topics

• NX

AV-71369 Summary | Details

Avatar NX - contrast for Views

Scenario 1: Validate color contrast when switching/hovering/selecting views

Specific Setup:

The logged in user must have multiple views associated to their myDay view in the 'NX View Definition' form.

Steps

Select the 'myDay' view.
Validate the text is bold for the selected view and the text for the non-selected views are not.
Hover over any other desired view and validate that the text is bold.
Hover over the already selected myDay view and validate the text is a lighter grey and remains bold.
Select and hover over any desired views and validate they behave the same.
Select the 'View' menu containing all defined views.
Hover over any desired value and validate the view gets a darker background.
Click on the 'myAvatar NX' logo in the top left corner.
Press the 'Tab' key.
Validate there is dark outline around the 'myDay' view and the text is a lighter grey and remains bold.
Press the 'Tab' key and validate there is a dark outline around the next view in order and the text is bold. Please note: When you press the 'Tab' key, it will navigate through the views in order of first to last.
Press the 'Enter' key and validate the view opens as expected.
Press the 'Tab' and 'Enter' keys for any desired views and validate they behave the same.
Select the 'View' menu containing all defined views.
Press the 'Tab' key.
Verify 'myDay' is now highlighted.
Press the 'Shift'+'Tab' keys. Please note: When you press the 'Shift'+'Tab' keys, it will navigate through the views in order of last to first.
Verify the 'Menu Lost Dropdown Toggle' has a dark outline.
Press the 'Shift'+'Tab' and 'Enter' keys for any desired views and validate they behave the same.

Topics

• NX

AV-71713 Summary | Details

Home Medications - 'Final Review' dialog

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

Home Medications
Order Entry Console

Scenario 1: OE NX - Home Medications - Select Client, select "All Episodes", create new order with "eRX"

Specific Setup:

A client must have an active inpatient 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

Search for and select "Client A".
Select "All Episodes" in the 'Header Episode' field.
Access the Order Entry Console and select the 'Home Medications' tab.
Select a program in the 'Program' field.
Uncheck the 'Client Reported' checkbox.
Search for and select "Ambien 10 MG Tablet Oral (Schedule IV)" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "Every Day" in the 'Frequency' field
Set the 'Days Supply' field to "30" and press Tab.
Validate the 'Dispense Qty' field contains "30".
Validate the 'Dispense Qty Unit' field contains "Tablet".
Click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Click the 2nd [Pharmacy Search] and search for and select a pharmacy that can "eRX" and click [Select].
Select "eRX" in the 'Output' field.
Validate that the 'Ready To Sign' checkbox is displayed with a legal disclaimer.
Check the 'Ready To Sign' checkbox and click [Sign].
Validate the 'Two-factor Authentication' dialog is displayed.
Enter the 'Username' and 'Password' and click [Login].
Set the 'Please enter your One-Time Passcode' field to the unique passcode and click [Login].
Validate the 'Order grid' contains an order for "Ambien 10 MG ORAL Tablet (Schedule IV)Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 30 Tablet)".

Scenario 2: OE NX - Access the Order Entry Console, select a client, select "All Episodes", select the 'Home Medications' tab and create new order with "eRX"

Specific Setup:

A client must have an active inpatient 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

Access the Order Entry Console and select "Client A".
Select "All Episodes" in the 'Header Episode' field.
Select the 'Home Medications' tab.
Select any value in the 'Program' field.
Search for and select "diazePAM 5 MG Tablet Oral (Schedule II)" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "TWICE A DAY" in the 'Frequency' field.
Set the 'Days Supply' field to "30" and press Tab.
Validate the 'Dispense Qty' field contains "60".
Validate the 'Dispense Qty Unit' field contains "Tablet".
Set the 'Start Date' field to the current date.
Click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Select "eRX" in the 'Output' field.
Validate that the 'Ready To Sign' checkbox is displayed with a legal disclaimer.
Check the 'Ready To Sign' checkbox and click [Sign].
Validate the 'Two-factor Authentication' dialog is displayed.
Enter the 'Username' and 'Password' and click [Login].
Set the 'Please enter your One-Time Passcode' field to the unique passcode and click [Login].
Validate the 'Order grid' contains an order for "diazePAM 5 MG ORAL Tablet (Schedule II) Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 60 Tablet)".

Topics

• NX • Order Entry Console

AV-72064 Summary | Details

Document Routing - Skip Password and Skip Image Display

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

Admission
App Dashboard
Document Routing Setup (PM)
Dynamic Form - document routing - sign
Dynamic Form - document routing - verify password
Dynamic Form - Document Routing Setup - Select Form
Dynamic Form - Progress Notes
Dynamic Forms - Document Routing - Route Document To Dialog
Dynamic Form Duplicate Service

Scenario 1: Individual Progress Note - New Service - Document Routing enabled - Skip Password

Specific Setup:

Admit a test client for this scenario.
Using the "Document Routing Setup" form, enable document routing for the progress note form.
Using the "Document Routing Setup" form edit the progress note form to set "Skip Password Entry" to "Yes" and "Skip Display of Document Image" to "No".

Steps

Open the "Progress Notes (Group and Individual)" form.
Create a progress note for a new service for the test client.
Set "Draft/Final" to "Final".
Click "Submit Note".
Click "Sign and Route" button multiple times.
Validate that only one "Route Document To" screen pops up.
On the "Route Document To" popup, set "Add Approver" to the user signed in as.
Click "Add" button.
Note the approver is moved down to the bottom pane.
Click "Submit".
Note is filed.
Navigate to the "my To Do" widget.
Click "Review" on the document that was just routed.
Click "Accept".
Click "Sign".
Document is finalized.

Scenario 2: Individual Progress Note - New Service - Document Routing enabled - Skip Image Display enabled and Skip Password Entry enabled

Specific Setup:

Admit a test client for this scenario.
Using the "Document Routing Setup" form, enable document routing for the progress note form.
Using the "Document Routing Setup" form, set "Skip Password Entry" to "Yes" and "Skip Display of Document Image" to "Yes".

Steps

Open the "Progress Notes (Group and Individual)" form.
Create a progress note for a new service for the test client.
Set "Draft/Final" to "Final".
Click "Submit Note".
On the "Route Document To" popup, set "Add Approver" to the user signed in as.
Click "Add" button.
Note the approver is moved down to the bottom pane.
Click "Submit".
Note is filed.
Navigate to the "my To Do" widget.
Click "Review" on the document that was just routed".
Click "Accept".
Click "Sign".
Document is finalized.

Scenario 3: Individual Progress Note - New Service - Document Routing enabled - Skip Password Disabled and Skip Display Image Disabled

Specific Setup:

Admit a test client for this scenario.
Using the "Document Routing Setup" form, enable document routing for the progress note form.
Using the "Document Routing Setup" form, set "Skip Password Entry" to "No" and "Skip Display of Document Image" to "No".

Steps

Open the "Progress Notes (Group and Individual)" form.
Create a progress note for a new service for the test client.
Set "Draft/Final" to "Final".
Click "Submit Note".
Click "Sign and Route" button multiple times.
Validate that only one "Route Document To" screen pops up.
On the "Route Document To" popup, set "Add Approver" to the user signed in as.
Click "Add" button.
Note the approver is moved down to the bottom pane.
Click "Submit".
Note is filed.
Navigate to the "my To Do" widget.
Click "Review" on the document that was just routed.
Click "Accept".
Click "Sign".
Document is finalized.

Topics

• Document Routing • NX • Progress Notes

AV-72401 Summary | Details

Progress Notes - 'Treatment Plan' grid

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

HomeView.Progress Notes Widget
Registry Settings (PM)
Treatment Plan
Allergies and Hypersensitivities
Practitioner Numbers By Guarantor And Program

Scenario 1: Progress Notes (Group and Individual) - Validate the 'Enable Treatment Plan Grid' registry setting

Specific Setup:

A client must have a Treatment Plan filed with a problem, goal, objective, and intervention associated (Client A).
The 'Progress Notes' widget is on the myDay view for the logged in user.

Steps

Access the 'Registry Settings' form.
Enter "Enable Treatment Plan Grid" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings]
Select "Enable Treatment Plan Grid" for 'Progress Notes (Group and Individual)' from the 'Registry Setting' list.
Click [OK].
Validate the 'Registry Setting Details' field contains "Enter "Y" to add 'Treatment Plan' grid field to the form. Enter "YD" to add the grid field and enable the functionality to default the previously selected treatment plan to the new row. Enter "N" to remove the field from the form."
Enter "Y" in the 'Registry Setting Value' field.
Click [Submit].
Validate a "Registry Editor Filing" message is displayed stating: Successful filing.
Click [OK].
Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
Click [No].
Access the 'Progress Notes (Group and Individual)' form.
Verify the 'Treatment Plan' grid is displayed.
Enter "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select "Independent Note" in the 'Progress Note For' field.
Select any value in the 'Note Type' field.
Click [New Row] in the 'Treatment Plan' grid.
Select the desired Treatment Plan in the 'Select T.P. Version' field.
Click [View] in the 'Select T.P. Item Note Addresses' field.
Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
Select the desired treatment plan item in the 'Treatment Plan' window.
Click [Return].
Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step.
Enter the desired value in the 'T.P. Item Notes/Documentations' field.
Enter the desired value in the 'Notes Field' field.
Select "Draft" in the 'Draft/Final' field.
Click [File Note].
Validate a "Progress Notes" message is displayed stating: Note Filed.
Click [OK].
Validate the 'Treatment Plan' grid no longer contains the previously filed row.
Select the note filed in the previous steps in the 'Select Draft Note To Edit' field.
Validate the 'Treatment Plan' grid contains the row filed in the previous steps.
Click [New Row] in the 'Treatment Plan' grid.
Validate the 'Select T.P. Version' field does not contain a value.
Select the second row in the 'Treatment Plan' grid.
Click [Delete Row].
Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows?
Click [Yes].
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a "Progress Notes" message is displayed stating: Note Filed.
Click [OK] and close the form.
Access the 'Registry Settings' form.
Enter "Enable Treatment Plan Grid" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings]
Select "Enable Treatment Plan Grid" for 'Progress Notes (Group and Individual)' from the 'Registry Setting' list.
Click [OK].
Enter "YD" in the 'Registry Setting Value' field.
Click [Submit].
Validate a "Registry Editor Filing" message is displayed stating: Successful filing.
Click [OK].
Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
Click [No].
Access the 'Progress Notes (Group and Individual)' form.
Verify the 'Treatment Plan' grid is displayed.
Enter "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select "Independent Note" in the 'Progress Note For' field.
Select any value in the 'Note Type' field.
Click [New Row] in the 'Treatment Plan' grid.
Select the desired Treatment Plan in the 'Select T.P. Version' field.
Click [View] in the 'Select T.P. Item Note Addresses' field.
Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
Select the desired treatment plan item in the 'Treatment Plan' window.
Click [Return].
Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step.
Enter the desired value in the 'T.P. Item Notes/Documentations' field.
Click [New Row] in the 'Treatment Plan' grid.
Validate the 'Select T.P. Version' field defaults in with the value selected in the first row.
Click [View] in the 'Select T.P. Item Note Addresses' field.
Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
Select the desired treatment plan item in the 'Treatment Plan' window.
Click [Return].
Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step.
Enter the desired value in the 'T.P. Item Notes/Documentations' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a "Progress Notes" message is displayed stating: Note Filed.
Click [OK] and close the form.
Select "Client A" and navigate to the 'Progress Notes' widget.
Validate the progress notes filed in the previous steps are displayed.
Validate the rows filed in the 'Treatment Plan' grid are displayed.

Topics

• Allergies and Hypersensitivities • myAvatar NX Only • myAvatar/myAvatar NX • NX • Practitioner • Progress Notes • Site Registration • Treatment Plan

AV-73304 Summary | Details

Order Entry Console (all sections) - 'Reason' field

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

Order Entry Console

Scenario 1: OE NX - Order Entry Console - Create orders in Orders This Episode and Home Medications, Reconcile and Review in Admission Med Reconciliation and Review and Sign in Discharge Med Reconciliation

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"
The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
Please log out of the application and log back in after completing the above configuration.
A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
"Client A" and "Client B" 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.
A client must have an active inpatient episode with no active orders. (Client B)
For testing purposes the default 'Reason Codes' that come with the application were utilized.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "TWICE A DAY" in the 'Freq' field.
Search for "T" and select "To improve daily living skills" in the 'Reason' field.
Set the ‘Reason Text’ field to "<<<test>>>"""""test""""[test]".
Set the 'Duration' field to "10" and click [Days].
Validate the 'Days Supply' contains "10".
Validate the 'Dispense Qty' field contains "20".
Select "Tablet" in the 'Dispense Qty Unit' field.
Set the 'Addl Instructions' field to "<<<test>>>"""""test""""[test]".
Set the ‘Directions’ field to "Take one (1) tablet by mouth twice a day<<<test>>>"""""test""""[test]".
Set the ‘Note to Pharmacist’ field to "<<<test>>>"""""test""""[test]".
Click [Add to Scratchpad].
Search for and select "ADVIL LIQUI-GELS 200 MG CAPSULE, LIQUID FILLED ORAL" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Capsule".
Select "Every 4 Hours" in the 'Freq' field.
Set the ‘Reason Text’ field to "<<<test>>>"""""test""""[test]".
Set the 'Duration' field to "10" and click [Days].
Validate the 'Days Supply' field contains "10".
Validate the 'Dispense Qty' field contains "60"
Select "Tablet" in the 'Dispense Qty Unit' field.
Set the 'Addl Instructions' field to "<<<test>>>"""""test""""[test]".
Set the ‘Directions’ field to "Take one (1) capsule by mouth every 4 hours <<<test>>>"""""test""""[test]".
Set the ‘Note to Pharmacist’ field to "<<<test>>>"""""test""""[test]".
Click [Add to Scratchpad] and [Final Review].
Validate an 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in 'Output' for both orders and click [Sign].
Validate the 'Order grid' contains an order for "ADVIL LIQUI-GELS 200 MG ORAL CAPSULE, LIQUID FILLED 1 Capsule, Every 4 Hours" and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV) 1 Tablet, TWICE A DAY" both with 'Reason' and 'Addl Instructions' of "<<<test>>>"""""test""""[test]".
Select the 'Home Medications' tab.
Uncheck the 'Client Reported' checkbox.
Search for and select "Xyrem 500 MG/1 ML Solution Oral (Schedule III)" in the 'New Order' field.
Set the 'Dose' field to "5".
Validate the 'Dose Unit' field contains "Milliliter".
Select "AS NEEDED" in the 'Frequency' field.
Select "Oral" in the 'Route' field.
Select any value in the 'Diagnosis' field.
Search for "For pain" and select "For pain or fever" in the 'Reason' field.
Set the 'Days Supply' field to "30".
Validate the 'Dispense Qty' field contains "150".
Select "Milliliter" in the 'Dispense Qty Unit' field.
Set the ‘Directions’ field to "Take five (5) milliliters by mouth as needed <<<test>>>"""""test""""[test]".
Set the ‘Note to Pharmacist’ field to "<<<test>>>"""""test""""[test]".
Click [Add to Scratchpad] and [Final Review].
Validate an 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Select "None" in the 'Output' field and click [Sign].
Validate the 'Order grid' contains "Xyrem 500 MG/1 ML Solution (Schedule III)Take one (1) milliliter by mouth as needed" with both ‘Reason’ and ‘Note to Pharmacist 'of “<<<test>>>"""""test""""[test]”.
Select the 'Admission Med Reconciliation' tab.
Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "Xyrem 500 MG/1 ML ORAL Solution (Schedule III)Take five (5) milliliters by mouth as needed <<<test>>>"""""test""""[test]".
Validate the 'Inpatient Medications Scratchpad' contains an order for "ADVIL LIQUI-GELS 200 MG ORAL CAPSULE, LIQUID FILLED 1 Capsule, Every 4 Hours" and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 Tablet, TWICE A DAY" with 'Reason' of "<<<test>>>"""""test""""[test]" for both orders.
Select the order for "Xyrem" in the 'Home Medications (Pre-Admission)' order grid and click [Hold].
Click [Undo] for the 'Xyrem' order.
Select the order for "Xyrem" in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
Validate that the order for "Xyrem" now appears in the 'Inpatient Medications Scratchpad' and contains a red flag in the 'Action' column.
Select the 'Orders This Episode' tab.
Validate a message is displayed stating: "Medication Reconciliation is Incomplete! Not all Home Medications have been reconciled. Please continue to review each medication, assigning a new Action to every row within the Home Medication (Pre-Admit) list" and click [No].
Select the order for "Xyrem" in the 'Inpatient Medications Scratchpad'.
Set the 'Duration' field to "10" and click [Days].
Validate the 'Days Supply' field contains "10".
Validate the 'Dispense Qty' field contains "50".
Select "Milliliter" in the 'Dispense Qty Unit' field.
Click [Update Order].
Validate the "Xyrem" order no longer contains a red flag in the action column.
Select the order for "ADVIL" in the 'Inpatient Medications Scratchpad' and click [DC].
Select the order for "AMBIEN" in the 'Inpatient Medications Scratchpad' and click [Modify].
Validate the 'Dose' field contains "1".
Validate the 'Dose Unit' field contains "Tablet".
Validate the 'Freq' field contains "TWICE A DAY".
Validate the 'Duration' field contains "10" and that [Days] is selected.
Validate the 'Days Supply' field contains "10".
Validate the 'Dispense Qty' field contains "20".
Select "Tablet" in the 'Dispense Qty Unit' field.
Click [Update Order] and [Reconcile & Review].
Validate an 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in 'Output' for all orders and click [Sign].
Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Inpatient Medications' order grid contains an order for "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)5 Milliliter, AS NEEDED" and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 Tablet, TWICE A DAY" with ‘Reason’ of “<<<test>>>"""""test""""[test]".
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Xyrem 500 MG/1 ML ORAL Solution (Schedule III)Take five (5) milliliters by mouth as needed <<<test>>>"""""test""""[test]" with ‘Reason’ and ‘Note to Pharmacist’ contains "<<<test>>>"""""test".
Select the order for "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)" in the 'Inpatient Medications' order grid and click [Add to Scratchpad].
Validate that the "XYREM" order now appears in the 'Home Medications Scratchpad (Post-Discharge)' with a red flag in the 'Action' column.
Select the "XYREM" order.
Select any value in the 'Diagnosis' field
Set the 'Days Supply' field to "22" and press Tab.
Validate the 'Dispense Qty' field contains "44".
Select "Tablet" in the 'Dispense Qty Unit' field.
Set the ‘Note to Pharmacist’ field to "<<<test>>>"""""test""""[test]" and click [Update Order].
Select the order for "Xyrem 500 MG/1 ML Oral (Schedule III)" order in the 'Home Medications Scratchpad (Post Discharge)' and click [DC].
Select the "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)" order and click [Do Not Add].
Click [Review and Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in 'Output' for both orders and click [Sign].
Validate the 'Discharge Med Reconciliation' tab is in view-only mode.
Select "Client B" and select the 'Discharge Med Reconciliation' tab and validate no orders are displayed.
Select “Client A” and select the 'Discharge Med Reconciliation' tab.
Validate the 'Inpatient Medications' order grid contains an order for "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III) 5 Milliliter, AS NEEDED" with ‘Reason’ of “<<<test>>>"""""test""""[test]" and the ‘Action’ column of “DNA” and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV) 1 Tablet, TWICE A DAY” with a ‘Reason’ of “<<<test>>>"""""test""""[test]" and the ‘Action’ column of “ADD”.
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Xyrem 500 MG/1 ML ORAL Solution (Schedule III) Take five (5) milliliters by mouth as needed <<<test>>>"""""test""""[test]" with ‘Reason’ of "<<<test>>>"""""test""""[test]" and the ‘Action’ column of “DC” and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 Tablet, TWICE A DAY” with the ‘Action’ column of “ADD”.

Topics

• NX • Order Entry Console

AV-73484 Summary | Details

Order Entry Console(Orders This Episode section) - 'Type' and 'Order Search Filter' fields

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 - 'Type' field and 'Order Search Filter' field

Specific Setup:

A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Validate the 'Type' field is displayed.
Click in the 'Type' field and validate that all 'Order Types' are displayed in alphabetical order.
Validate the 'Order Search Filter' field is displayed next to the 'New Order' field.
Click in the 'Order Search Filter' field and validate that all 'Order Types' are displayed in alphabetical order.
Access the 'Dictionary Update' form under Avatar CWS.
Search for and select "Order Entry Tabled Files" from the 'File' field.
Search for and select "(500) Order Types" in the 'Data Element' field.
Set the 'Dictionary Code' field to a value that does not currently exist.
Set the 'Dictionary Value' field to "LAA".
Select "(501) Order Type Category" from the 'Extended Dictionary Data Element' field.
Select "Pharmacy" from the 'Extended Dictionary Value (Single Dictionary)' field.
Select "(506) Default Orders To Open-Ended When No Default Duration" from the 'Extended Dictionary Data Element' field.
Select "No" from the 'Extended Dictionary Value (Single Dictionary)' field.
Click [Apply Changes].
Validate a "Filed!" message is displayed and click [OK].
Set the 'Dictionary Code' field to a value that does not currently exist.
Set the 'Dictionary Value' field to "XRAY"
Select "(501) Order Type Category" from the 'Extended Dictionary Data Element' field.
Select "X-Ray" from the 'Extended Dictionary Value (Single Dictionary)' field.
Select "(506) Default Orders To Open-Ended When No Default Duration" from the 'Extended Dictionary Data Element' field.
Select "No" from the 'Extended Dictionary Value (Single Dictionary)' field.
Click [Apply Changes].
Validate a "Filed!" message is displayed and click [OK].
Close the form.
Access the 'Order Entry User Definition' form.
Search for and select the user who is logged into the application.
Click the 'Order Entry User Customization' item.
Check the "LAA" AND "XRAY" checkboxes in the 'Order Types Allowed to View' field.
Check the "LAA" AND "XRAY" checkboxes in the 'Order Types Allowed to Enter/Update' field.
Check the "LAA" AND "XRAY" checkboxes in the 'Order Types Allowed to View Notes' field.
Check the "LAA" AND "XRAY" checkboxes in the 'Order Types Allowed to Enter/Append Notes' field.
Click [Submit].
Log out and log back into application as the same user.
Select "Client A" and access the Order Entry Console.
Click in the 'Type' field and validate that "LAA" comes before "Lab" and that "XRAY" comes after "X-RAY".
Click in the 'Order Search Filter' field and validate that "LAA" comes before "Lab" and that "XRAY" comes after "X-RAY".

Topics

• NX • Order Entry Console

AV-73628 Summary | Details

Order Entry Console (Orders This Episode section) - 'Duration in Doses'

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

Orders This Episode
Order Entry Console - Admission Med Reconciliation

Scenario 1: OE NX - Copy Order - Duration in Doses

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.
A frequency code must exist with hours of administration at "09:00 AM" and "09:00 PM". (Twice A Day).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "LISINOPRIL 10 MG TABLET ORAL" from the 'New Order' field.
Set the 'Dose' field to "2.5".
Select "MG" from the 'Dose Unit' field.
Validate that [Doses] is disabled.
Select "TWICE A DAY" from the 'Freq' field.
Validate that [Doses] is enabled.
Set the 'Duration' field to "10" and click [Doses].
Set the 'Addl Instructions' field to "Test".
Click [Add to Scratchpad] and [Sign].
Validate a message is displayed stating "LISINOPRIL 2.5 MG ORAL TABLET Entered dose interval of 12 HR is less than the usual minimum dose interval of 24 HR".
Override the message and click [Save Override and exit].
Validate the 'Order grid' contains an order for "LISINOPRIL 10 MG ORAL TABLET 2.5 MG, TWICE A DAY (Starting Doses: 10)".
Select the "Lisinopril" order from the 'Order grid' and click [Copy].
Validate a message displays 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].
Validate the 'Dose' field contains "2.5".
Validate the 'Dose Unit' field contains "MG".
Validate the 'Freq' field contains "TWICE A DAY".
Set the 'Duration' field to "10" and click [Doses].
Validate the 'Addl Instructions' field is set to "Test".
Click [Add to Scratchpad] and [Sign].
Validate a message is displayed stating "LISINOPRIL 2.5 MG ORAL TABLET Entered dose interval of 12 HR is less than the usual minimum dose interval of 24 HR".
Override the message and click [Save Override and exit].
Validate the 'Order grid' contains two orders for "LISINOPRIL 10 MG ORAL TABLET 2.5 MG, TWICE A DAY (Starting Doses: 10)".

Scenario 2: 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 "15" 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

Select "Client A" and access the Order Entry Console.
Select the 'Admission Med Reconciliation' tab.
Search for and select "ALEVE 220 MG TABLE ORAL" in the 'New Order' field.
Set the 'Dose' field to "1".
Select "TABLET in the 'Dose Unit' field.
Validate that [Doses] is disabled.
Select "3 TIMES A DAY" in the 'Freq' field.
Validate the 'Duration' field contains "15" and that [Doses] is selected.
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time, which is after "09:00 AM" and before "03:00 PM".
Validate the 'Stop Date' field contains a date that is 3 days in the future of the 'Start Date'.
Validate the 'Stop Time' field contains "09:00 AM".
Select "AS NEEDED" in the 'Freq' field.
Validate the 'Duration' field contains "15".
Validate [Doses] is disabled and not selected.
Validate the 'Stop Date' and 'Stop Time' fields do not contain values.
Click the 2nd [Add to Scratchpad] and [Reconcile and Review].
Validate the 'Admission Med Reconciliation' tab is in view-only mode.

Topics

• NX • Order Entry Console

AV-74527 Summary | Details

Order Entry Console - 'Final Review' dialog - 'Ready to Sign' is displayed when "eRX" is defaulted for controlled substances

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

Orders This Episode
Home Medications
Order Entry Console - Admission Med Reconciliation

Scenario 1: Order Entry Console - Orders This Episode - New Order - Schedule II - "eRX" as 'Default Output'.

Specific Setup:

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

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Capsule".
Select "3 Times a Day" in the 'Freq' field.
Validate the 'Directions' field contains "Take one (1) capsule by mouth three times a day".
Set the 'Dose' field to "2" and tab out of the field.
Validate the 'Directions' field contains "Take two (2) capsules by mouth three times a day".
Set the 'Duration' field to "28" and click [Days].
Validate the 'Days Supply' field contains "28".
Validate the 'Dispense Qty' field contains "84".
Select "Capsule" in the 'Dispense Qty Unit' field.
Set the 'Start Date' field to the current date.
Set the 'Start Time' field to the current time.
Click [Add to Scratchpad] and [Final Review]
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Validate that "eRX" is selected in the 'Output' column.
Check the 'Ready to Sign' checkbox, and click [Sign]
Validate the 'Two-factor Authentication' dialog is displayed.
Enter the 'Username' and 'Password' and click [Login].
Set the 'Please enter your One-Time Passcode' field to the unique passcode and click [Login].
Validate the 'Order grid' contains the order for "KADIAN".
Click the red button next to [Refresh].
Validate the 'Failed Orders' dialog is displayed and click [Refresh].
Validate that the order created in the above steps is not displayed and click [Cancel].

Scenario 2: Home Medications - Create a controlled substance order with a 'Start Date' in the future and send eRx

Specific Setup:

The 'Output Default' setting in OrderConnect must have "eRx" selected.
The 'Client Reported' checkbox in the 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form must be checked.
Please log out of the application and log back in after completing the configuration above.
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, the ‘Diagnosis’ form and 'Height' and 'Weight' information filed in the 'Vitals Entry' form.

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Uncheck the 'Client Reported' check box.
Search for and select "Zubsolv 8.6 MG-2.1 MG, Tablet, Sublingual (Schedule III)" in the 'New Order' field
Set the 'Dose' field to "1".
Select "Tablet" in the 'Dose Unit' field.
Select "3 Times a Day" in the 'Frequency' field.
Set the 'Days Supply' field to "30" and press Tab.
Validate the 'Dispense Qty' field contains "90".
Validate the 'Dispense Qty Unit' field contains "Tablet".
Set the 'Start Date' field to a date that is 5 days in the future.
Validate the 'Stop Date' field contains a date that is 30 days in the future of the 'Start Date'.
Click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Search for and select a Pharmacy that can "eRX".
Validate that "eRX" is selected by default in the 'Output' column.
Check the 'Ready to Sign' check box and click [Sign].
Validate the 'Two-factor Authentication' dialog is displayed.
Enter the 'Username' and 'Password' and click [Login].
Set the 'Please enter your One-Time Passcode' field to the unique passcode and click [Login].
Validate the 'Order grid' contains the order for "Zubsolv".
Click the red button next to [Refresh].
Validate the 'Failed Orders' dialog is displayed.
Click [Refresh].
Validate that the order created in the above steps is not displayed and click [Cancel].

Scenario 3: OE NX - Admission Med Reconciliation - Create a new order for a controlled substance with a 'Default Output' = "eRX"

Specific Setup:

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

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Admission Med Reconciliation' tab.
Search for and select "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)" in the 'New Order' field.
Set the 'Dose' field to "2".
Validate the 'Dose Unit' field contains "Milliliter".
Select "3 TIMES A DAY, AS NEEDED" in the 'Freq' field.
Validate the 'Reason' field is required.
Select any value in the 'Reason' field.
Set the 'Duration' field to "15" and click [Days].
Validate the 'Days Supply' field contains "15".
Validate the 'Dispense Qty' field contains "90".
Select "Milliliter" in the 'Dispense Qty Unit' field.
Validate the 'Directions' field contains "Take two (2) milliliters by mouth three times a day, as needed".
Validate the 'Note to Pharmacist' field contains the value selected in the 'Reason' field.
Click the 2nd [Add to Scratchpad] and [Reconcile & Review].
Validate the 'Final Review' dialog is displayed.
Validate that "eRX" is selected by default in the 'Output' field.
Click the 'Ready To Sign' checkbox and click [Sign].
Validate the 'Two-factor Authentication' dialog is displayed.
Enter the 'Username' and 'Password' and click [Login].
Set the 'Please enter your One-Time Passcode' field to the unique passcode and click [Login].
Validate the 'Inpatient Medications Scratchpad' contains the order for "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)".
Validate the 'Admission Med Reconciliation' tab is in view-only mode.

Scenario 4: OE NX - Discharge Med Reconciliation - Create a new order for a controlled substance with a 'Default Output' = "eRX"

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Discharge Med Reconciliation' tab.
Search for and select "Ritalin 5 MG Tablet Oral (Schedule II)" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "3 TIMES A DAY" in the 'Freq' field.
Select any value in the 'Diagnosis' field.
Set the 'Days Supply' field to "30" and press Tab.
Validate the 'Days Supply' field contains "30".
Validate the 'Dispense Qty' field contains "90".
Validate the 'Dispense Qty Unit' field contains "Tablet".
Validate the 'Directions' field contains "Take one (1) tablet by mouth three times a day".
Click the 2nd [Add to Scratchpad] and [Review and Sign].
Validate the 'Final Review' dialog is displayed.
Search for and select a pharmacy that can "eRX" in the 'Pharmacy' column.
Validate that "eRX" is selected by default in the 'Output' field.
Click the 'Ready To Sign' checkbox and click [Sign].
Validate the 'Two-factor Authentication' dialog is displayed.
Enter the 'Username' and 'Password' and click [Login].
Set the 'Please enter your One-Time Passcode' field to the unique passcode and click [Login].
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Ritalin 5 MG Tablet Oral (Schedule II) Take one (1) tablet by mouth three times a day (Refills: 0, Dispense Quantity: 90)"
Validate the 'Discharge Med Reconciliation' tab is in view-only mode.

Topics

• NX • Order Entry Console

AV-74966 Summary | Details

All Documents Widget - 'New Record' Display

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

All Documents Widget

Scenario 1: All Documents Widget - Verification of 'New Record' Display

Specific Setup:

This Acceptance Testing Scenario applies to Avatar NX systems only
Registry Setting 'RADplus->General->-Enable Documentation Views' must be enabled
A Documentation View must exist and assigned to a users view

Steps

Select client and navigate to the 'All Documents Widget' myAvatar NX view.
Navigate to 'All Documents Widget'.
Click 'New Record' button to expand new record form selection menu/list (within 'All Documents Widget').
In 'New Record' expanded form selection list - ensure that forms listed/available for 'New Record' entry are sorted in alphabetical order within selection list (ascending order, A-Z).
Place cursor/mouse over form name/selection in 'New Record' form selection list.
In 'New Record' expanded form selection list - ensure that form name/selection is highlighted in list (based on cursor/mouse position).
Click to select form for new record entry.
Ensure selected form is opened for new record entry in myAvatar.

Topics

• Console Widget • NX • Widgets

AV-75211 Summary | Details

Header - Client Image

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

App - Image Dialog
Import Client Picture (PM)

Scenario 1: NX - Validate client picture

Specific Setup:

Import Client Picture has been used to import a picture of one or more clients. Note the client IDs.
A picture is available for import in the desired directory. Note the client ID.
myDay is available on the homeview.

Steps

Enter a Client ID, for a client with an imported picture, in ‘What can I help you find?’.
Validate that the client picture displays correctly, that is not blurry, and the size is appropriate.
Open 'Import Client Picture' and import the picture from 'Setup'.
Validate that the client picture displays correctly and that is not blurry, very small, or overly large.

Topics

• myAvatar NX Only • NX

AV-75629 Summary | Details

Order Entry Console (Discharge Med Reconciliation section)

Scenario 1: OE NX - Discharge Med Reconciliation - New Schedule II order

Specific Setup:

The "Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Create OE Discharge Order during Discharge Medication Reconciliation" registry setting must be set to "2".
The "Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Internal Pharmacy Fills Discharge Orders" 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 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

Select "Client A" and access the Order Entry Console.
Click the 'Discharge Reconciliation' tab.
Search for and select "Ritalin 5 MG Tablet Oral (Schedule II)" in the 'New Order' field.
Set the 'Dose' field to "2".
Validate the 'Dose Unit' field contains "Tablet".
Select "TWICE A DAY" in the 'Frequency' field.
Set the 'Days Supply' field to "12" and press Tab.
Validate the 'Dispense Qty' field contains"48".
Set the 'Start Date' field to the current date.
Validate the 'Stop Date' field contains a date that is 12 days from the current date.
Click [Add to Scratchpad].
Validate the 'Discharge Medications Scratchpad' contains an order for "Ritalin 5 MG Tablet Oral 5 MG Tablet (Schedule II) Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 48)".
Set the 'Inhouse Pharmacy' field to "12" and click [Review and Sign].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' column and click [Sign].
Validate the 'Discharge Medications Scratchpad' is in view-only mode.

Topics

• NX • Order Entry Console

AV-75832 Summary | Details

Avatar NX Forms Multi-Select/Checkbox Fields

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

Frequency Code Setup

Scenario 1: Avatar NX Forms - Verification of Multi-Select/Checkbox Field Selections

Specific Setup:

Client or Staff eligible for form/record entry under Avatar NX form containing one or more Multi-Select/Checkbox selection/entry field(s)
Example: Avatar CWS 'Frequency Code Setup' form

Steps

Open Avatar NX form containing one or more Multi-Select/Checkbox fields.
Example: Avatar CWS 'Frequency Code Setup' form
Select client or entity for entry if applicable to form (and/or select existing record for view/update if applicable).
Navigate to Multi-Select/Checkbox field included in form.
Select (or deselect) value/checkbox within field.
On selection (or deselection) of value/checkbox within Multi-Select field, ensure that associated event logic (enabling/disabling additional fields or form sections, etc) is initiated. While associated event logic is in progress, ensure that green 'Processing' icon is displayed in field, and selection (or deselection) of additional values/checkboxes within field is disallowed until associated event logic is completed.
Select (or deselect) additional values/checkboxes within field as desired, ensuring that associated event logic is initiated/completed for each applicable value selected.
Click 'Submit' button to file and close form (or 'Discard' button to close form without filing).

Topics

• NX

AV-75840 Summary | Details

Home Medications - Voided 'Client Reported' orders.

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

Order Entry Console
Home Medications

Scenario 1: OE NX - Home Medications - 'Limit Void of Reported meds in OE Console (Home Meds section) to original user'

Specific Setup:

Two Users must exist that have access to the Order Entry Console. (User A) (User B)
The 'Client Reported' checkbox must be checked in the 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form for both "User A" and "User B".
Please log out of the application and log back in as "User A" after completing the above configuration.
A client must have an active episode whose program is associated with a New York Agency in the 'OrderConnect Facility/Agency Definition' form. (Client A)
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.
The 'Admission Med Reconciliation' section must already be reconciled for "Client A".

Steps

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

Scenario 2: OE NX - Void order from Home Medications

Specific Setup:

A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Validate the 'Status' field contains "Active".
Check the 'Client Reported' checkbox.
Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
Set the Dose field to "1"
Validate the 'Dose Unit' field contains "Tablet"
Select "DAILY" from the 'Frequency' field.
Validate the 'Start Date' field contains the current date.
Set the 'Stop Date' field to 3 days in the future from 'Start Date'.
Validate the 'Directions' field contains "Take one (1) tablet by mouth daily" and click [Save].
Validate the 'Order grid' contains an order for "Advil - 200 MG, TAB, PO Take one (1) tablet by mouth daily".
Select the "Advil - 200 MG, TAB, PO" order and click [Void].
Select "Entered for incorrect client" from the 'Void Reason' field.
Set the 'Void Reason Text' field to any value.
Click [Confirm Void].
Validate the 'Order grid' does not contain the "Advil - 200 MG, TAB PO" order.
Select "Voided Client Reported" from the 'Status' field.
Validate the 'Order grid' contains the order for "Advil - 200 MG, TAB, PO Void Reason: Entered for incorrect client - Void Text value" with an 'Order Status' of "Voided Patient Reported".

Scenario 3: Voided 'Free Text Medications' are displayed when 'Status' is set to "Voided Patient Reported" with the 'Modify "Client" Terminology' registry setting contains a value

Specific Setup:

The 'RADplus->General->->->->Modify "Client" Terminology' registry setting must be set to "Patient^Patients^Patient(s)". This is a Netsmart Staff Only registry setting, please contact your Netsmart Representative to set this value.
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’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Check the 'Free Text Medication' checkbox.
Set the 'Medication Name' field to "FREE TEXT MEDICATION".
Set the 'Dose' field to any value.
Select any value in the 'Dose Unit' field.
Select any value in the 'Frequency' field.
Click [Save].
Validate the 'Order grid' contains the order for "FREE TEXT MEDICATION".
Select the order and click [Void].
Select "Entered for incorrect Patient" in the 'Void Reason' field.
Click [Confirm Void].
Select "Voided Patient Reported" in the 'Status' field.
Validate the 'Order grid' contains the order for "FREE TEXT MEDICATION Take one (1) tablet as directed as needed Void Reason: Entered for incorrect Patient" with an 'Order Status' of "Voided Patient Reported".

Topics

• NX • Order Entry Console

AV-75861 Summary | Details

Document Routing - Verify Password

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

DOCUMENTS TO REVIEW
Dynamic Form - document routing - sign
Dynamic Form - document routing - verify password
Dynamic Form - Treatment Plan Save
Dynamic Forms - Document Routing - Route Document To Dialog
TO DO'S
Treatment Plan

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.
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

Access the 'Progress Notes (Group and Individual)' form.
Enter "Client A" in the 'Select Client' field.
Select any value from the 'Select Episode' field.
Select "New Service" from the 'Progress Notes For' field.
Enter any required and desired fields.
Select "Final" from the 'Draft/Final' field and click [File Note].
Validate the "Document Routing" dialog displays.
Click [Accept and Route] and Validate a "Verify Password" dialog is displayed.
Enter the password and press the 'Enter' key.
Search for and select the staff member associated to the logged in user.
Click [Add], and [Submit].
Validate a message is displayed stating "Note Filed", click [OK], and close the form.
Access the 'My To Do's' widget.
Validate the previously filed note is in the 'Documents to Sign' column.
Click [Review], [Accept], and [Sign].
Enter password and press the 'Enter' key.
Validate the note is no longer in the 'Documents to Sign' section.

Scenario 2: Treatment Plan - File a Treatment Plan with Document Routing

Specific Setup:

Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A).
Treatment Plan form must be configured with a multi select dictionary field (locked or unlocked) on any one of the 'Problem', 'Goal', 'Objective', or 'Intervention' tab through 'Site Specific Section Modeling'.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Add].
Set the 'Plan Date' field to the current date.
Select any value in the 'Plan Type' field.
Select any value from 'Problem List'.
Navigate to another view or open a form.
Navigate back to the 'Treatment Plan' form and validate that all data appears as expected in the 'Problem List' grid.
Click [New Row].
Select any value from the 'Role' field in the 'Participation' section.
Select 'Staff ID' and enter "Staff Member A".
Validate that the selected staff member's name displays in the 'Participant Name' field.
Select any value from the 'Plan Author' field.
Select any value from the 'Notification' field,
Add multiple staff members as needed.
Enter any value in the 'Strengths' field.
Enter any value in the 'Weakness' field.
Enter any value in the 'Discharge Planning' field.
Validate that the typing in any of the scrolling free text fields is continuous.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Select the problem from the 'Tree View'.
Select any value from the Status field.
Click [Add New Goal].
Enter any value (a large amount of data) in the 'Goal' field.
Validate that the data wraps correctly and displays as expected.
Select any value from the Status field.
Select any one value from the 'Multi Select Dictionary' field.
Click [Return to Plan].
Click [Launch Plan].
Select the previously entered goal from the 'Tree View'
Validate the 'Multi Select Dictionary' field displays the previously entered value as expected.
Click [Add New Objective].
Enter any value (a large amount of data) in the 'Objective' field.
Validate that the data wraps correctly and displays as expected.
Select any value from the Status field.
Click [Add New Intervention].
Enter any value in the 'Intervention' field.
Select any value from the Status field.
Select any problem from the library section
Drag the problem to tree view for "Client A's" 'Treatment Plan' item.
Search and select any value from the 'Problem Code' field.
Select any value from the 'Status (Problem List)' field.
Select any value from the 'Status' field.
Click [Return to Plan].
Select "Final" in the 'Draft/Final' field.
Click [Submit] and [Sign].
Enter your password in the 'Enter Password' field and press the Enter key.
In 'Route Document To' set 'Supervisor' to "Staff Member A" and click [Add].
Click [Submit]
Select "Client A" and navigate to the 'Documentation' view.
Validate the recently filed 'Treatment Plan' is displayed in the 'Console Widget Viewer' when selected.

Topics

• Document Routing • NX • Progress Notes • Treatment Plan

AV-76155 Summary | Details

OE NX - Order Entry Console - 'Holding In Pending Status' in 'Discharge Med Reconciliation'

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

Order Entry Console
Home Medications

Scenario 1: OE NX - Discharge Med Reconciliation - Create New Order and place in 'Hold in Pending Status'

Specific Setup:

Two clients must have active inpatient episodes. (Client A and Client B) One whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
"Client A" and "Client B" 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

Select "Client A" and access the Order Entry Console.
Select the 'Discharge Med Reconciliation' tab.
Search for and select "Zubsolv 5.7 MG-1.4 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "As Needed" in the 'Frequency' field.
Set the 'Days Supply' field to "20" and press Tab.
Validate the 'Dispense Qty' field contains "20".
Validate the 'Dispense Qty Unit' field contains "Tablet".
Click [Add to Scratchpad]
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
Click [Hold in Pending Status].
Select the 'Orders This Episode' tab.
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
Select the 'Home Medications' tab.
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
Select the 'Admission Med Reconciliation' tab.
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
Click [Edit Pending Reconciliation]
Validate the 'Warning' message is displayed stating "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved." and click [Ok].
Select "Client B" and access the Order Entry Console.
Select the 'Discharge Med Reconciliation' tab.
Select "Client A" and access the Order Entry Console.
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Saved session' message is displayed stating "New medications may have been added since you switched clients. Do you want to restart reconciliation to ensure all medication orders are up to date or continue with reconciliation in progress?" and click [Continue].
Click [Hold in Pending Status]
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order for "Zubsolv".

Scenario 2: OE NX – Create New Order In Home Medications And Place In Holding Status In Discharge Med Rec – Validating Same Status Displays In myAvatar.

Specific Setup:

The 'Client Reported' checkbox must be checked in the 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form for "User A".
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

Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Uncheck the 'Client Reported' checkbox.
Search for and select "PriLOSEC 20 MG Capsule, Delayed Release Oral" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Capsule".
Select "3 TIMES A DAY" from the 'Frequency' field.
Select any value in the 'Diagnosis' field.
Set the 'Days Supply' field to "14" and press Tab.
Validate the 'Dispense Qty' field contains"42".
Validate the 'Dispense Qty Unit' field contains "Capsule".
Validate the 'Directions' field contains "Take one (1) capsule by mouth three times a day".
Click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed and click [Sign].
Validate the Order grid contains the order "PriLOSEC 20 MG ORAL Capsule, Delayed Release Take one (1) capsule by mouth three times a day".
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "PriLOSEC 20 MG ORAL Capsule, Delayed Release Take one (1) capsule by mouth three times a day".
Click [Hold in Pending Status].
Validate the 'New Order' field is in view only.
Log out and log into the myAvatar application associated with the NX application used above.
Select "Client A" and access the Order Entry Console.
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "PriLOSEC 20 MG ORAL Capsule, Delayed Release Take one (1) capsule by mouth three times a day".
Validate the 'New Order' field is in view only.

Topics

• NX • Order Entry Console

AV-76365 Summary | Details

Form Designer - Field Size/Display

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

Dynamic Forms - Form Designer - Layout
Form Designer (PM)
Group Registration
Admission

Scenario 1: Form Designer - 'Group Registration' form

Steps

Access the 'Form Designer' form.
Select "Group Registration" from the 'Forms' field.
Select "Group Registration" from the 'Sections' field.
Click [Show Section].
Resize the 'Associated Groups' field to span the entire width of the form.
Click [Save] and submit the form.
Access the 'Group Registration' form.
Select the desired group.
Validate the 'Associated Groups' field spans the entire width of the form.
Close the form.

Scenario 2: Form Designer - 'Admission' form

Steps

Access the 'Form Designer' form.
Select "Admission" from the 'Forms' field.
Select "Admission" from the 'Sections' field.
Click [Show Section].
Select any field and move/re-size it as desired.
Click [Cancel] and [Yes].
Click [Show Section].
Validate nothing has changed.
Resize any field to span the entire width of the form
Click [Save], [OK], and [Submit].
Access the 'Admission' form.
Enter any value for the 'Last Name' and 'First Name fields.
Click [Search] and [Add].
Validate the resized field spans the entire width of the form.
Click [Discard].
Access the 'Form Designer' form.
Select "Admission" from the 'Forms' field.
Select "Admission" from the 'Sections' field
Click [Show Sections].
Validate resized field spans the entire width of the form.
Resize field back to its previous size.
Click [Save] and submit the form.

Topics

• Admission • Form Designer • Group Registration • myAvatar NX Only • NX

AV-76652 Summary | Details

Avatar NX - Calendar display

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

Individual Progress Note
Treatment Plan
View Results

Scenario 1: Validate calendar display in various forms

Specific Setup:

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

Steps

Select "Client A" and access the 'View Results' form.
Click [Begin Date Calendar].
Validate the Calendar displays as expected.
Click [End Date Calendar].
Validate the Calendar displays as expected.
Close the form.
Select "Client A" and access the 'Individual Progress Notes' form.
Select the desired episode.
Click [New Service].
Populate desired and required fields.
Click [Date of Service Calendar]
Validate the Calendar displays as expected.
Close the form.
Select "Client A" and access the 'Treatment Plan' form.
Click [Plan Date End Calendar].
Validate the Calendar displays as expected.
Click [Next Review Date Calendar].
Validate the Calendar displays as expected.
Populate required and desired fields.
Click [Draft - Treatment Plan Status] and [Launch Plan].
Click [Add New Goal] and [Date Opened Calendar].
Validate the Calendar displays as expected.
Click [Date Closed Calendar].
Validate the Calendar displays as expected.
Validate any other desired calendar fields.
Close the plan and the form.

Topics

• NX

AV-76750 Summary | Details

Avatar NX - Sort/Save data in grids

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

Allergies and Hypersensitivities
Check Reconciliation

Scenario 1: 'Allergies and Hypersensitivities' form - field validations

Specific Setup:

A client is enrolled in an existing episode and has two allergies on file (Client A).

Steps

Select "Client A" and access the 'Allergies and Hypersensitivities' form.
Click [Update].
Validate the two allergies on file for "Client A" are displayed.
Click on any column header to sort the data.
Validate the data is sorted accordingly.
Select the desired value in the 'Onset' field for both allergies.
Click [Save].
Validate the 'Allergies and Hypersensitivities' grid is dismissed.
Click [Update].
Validate the 'Onset' field contains the value selected in the previous steps.
Click [Close/Cancel].
Validate the 'Allergies and Hypersensitivities' grid is dismissed.
Click [Submit].

Scenario 2: Check Reconciliation - validations

Specific Setup:

A client is enrolled in an existing episode (Client A).
"Client A" has an account filed in the 'Account Registration' form and has two checks that were filed in the 'Batch Transaction Posting' form for the current date.

Steps

Access the 'Check Reconciliation' form.
Enter the current date in the 'Start Date' and 'End Date' fields.
Click [Launch Workscreen].
Validate the two checks for "Client A" are displayed.
Click on any column header to sort the data.
Validate the data is sorted accordingly.
Select "Pending" in the 'Check Status' field for both checks.
Click [Save] and [Yes].
Validate the Workscreen is dismissed.
Click [Launch Workscreen].
Validate the two checks for "Client A" are displayed with "Pending" selected in the 'Check Status' field.
Click [Close/Cancel].
Validate the Workscreen is dismissed.
Click [File Check Reconciliation].
Validate a message is displayed stating: "Filed Successfully".
Click [OK] and close the form.

Topics

• Allergies and Hypersensitivities • Diagnosis • NX

AV-76843 Summary | Details

Order Entry Console (Orders This Episode section) - 'First Dose Date/Time' fields.

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 pharmacy-type orders via an Order Group with default durations and no default frequency codes

Specific Setup:

Avatar OE 2021 Update 28 and myAvatar NX Release 2022.02.00 are required to make use of 'Duration (Doses)' in the Order Entry Console via 'Order Groups'.
An 'Order Group' must exist that contains the following:(Order Group A).
A pharmacy-type order code with "PRN" selected in the 'Routine or PRN(As Needed)' field, and "5" set in 'Duration(Doses)'. (Order Code A)
A pharmacy-type order code with "PRN" selected in the 'Routine or PRN(As Needed)' field, and "30" set in 'Duration(Days)'. (Order Code B)
An imaging-type order code with "Routine" selected in the 'Routine or PRN(As Needed)' field. (Order Code C)
A 'Frequency Code' must exist that has two hours of administration of "09:00 AM" and "09:00 PM".
A client must have an active episode. (Client A).
Please Note: For testing purposes the current time is after "09:00 AM".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select 'Order Group A" in the 'New Order' field.
Validate the 'Order Group' dialog is displayed and that "Order Code A", "Order Code B", and "Order Code C" are displayed.
Check the 1st checkbox for "Order Code A".
Validate the 'Duration' field contains "5".
Validate [Doses] is disabled.
Set the 'Dose' field to ".5".
Select "MG" in the 'Dose Unit' field.
Select "DAILY - 12:00 PM" in the 'Frequency' field.
Check the 2nd checkbox "Order Code B".
Validate the 'Duration' field contains "30" and that [Days] is selected.
Set the 'Dose' field to "2".
Select "TABLET" in the 'Dose Unit' field.
Select "DAILY" in the 'Frequency' field.
Check the 3rd checkbox for "Order Code C".
Validate the 'Duration' field contains no value.
Uncheck the 3rd checkbox for "Order Code C".
Click [Add to Scratchpad].
Validate that orders for "Order Code A" and "Order Code B" are displayed in the 'Scratchpad' with red flags in the 'Action' column.
Select the order for "Order Code B" in the 'Scratchpad'.
Validate the 'Dose' field contains "2".
Validate the 'Dose Unit' field contains "Tablet".
Validate the 'Freq' field does not contain a value.
Validate the 'First Dose Date' field is disabled and does not contain a [Calendar], [T], or [+1].
Validate the 'First Dose Time' field is disabled and does not contain [Now].
Validate the 'Duration' field contains "30" and that [Days] is selected.
Select "TWICE A DAY" in the 'Freq' field.
Validate the 'First Dose Date' field is disabled and contains the current date.
Validate the 'First Dose Date' field is disabled and contains "09:00 PM".
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Click [Update Order].
Validate that the order for "Order Code B" is displayed in the 'Scratchpad' with no red flag.
Select the order for "Order Code A" in the 'Scratchpad'.
Validate the 'Dose' field contains "0.5".
Validate the 'Dose Unit' field contains "Tablet".
Validate the 'Freq' field does not contain a value.
Validate the 'First Dose Date' field is disabled and does not contain a [Calendar], [T], or [+1].
Validate the 'First Dose Time' field is disabled and does not contain [Now].
Validate the 'Duration' field does not contain a value.
Validate that [Doses] is disabled.
Select "Every 4 Hours" in the 'Freq' field.
Validate the 'First Dose Date' field is enabled and that [Calendar], [T], and [+1] are displayed.
Validate the 'First Dose Date' field contains the current date.
Validate the 'First Dose Time' field is enabled and that [Now] is displayed.
Validate the 'First Dose Time' field contains the current time.
Select "Daily" in the 'Freq' field.
Validate the 'First Dose Date' field is disabled and does not contain [Calendar], [T], and [+1].
Validate the 'First Dose Date' field does not contain a value.
Validate the 'First Dose Time' field is disabled and does not contain [Now].
Validate the 'First Dose Time' field does not contain a value.
Set the 'Duration' field to "15" and click [Days].
Click [Update Order].
Validate that the order for "Order Code A" is displayed in the 'Scratchpad' with no red flag.
Click [Sign]
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains orders for both "Order Code A" and "Order Code B".

Scenario 2: 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", "03:00 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.
Please Note: For testing purposes the current time is after "03:00 PM".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code in the 'New Order' field.
Validate the 'First Dose Date' field is disabled and [Calendar], [T], and [+1] are not displayed.
Validate the 'First Dose Time' field is disabled and that [Now] is not displayed.
Select "3 Times A Day" in the 'Freq' field.
Validate the 'First Dose Date' field is disabled and contains the current date.
Validate the 'First Dose Time' field is disabled and contains "09:00 PM".
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Click [Yes] for 'Skip 1st Dose'.
Validate the 'First Dose Date' field is disabled and contains tomorrow's date.
Validate the 'First Dose Time' field is disabled and contains "09:00 AM".
Validate the 'Start Date' field is disabled and contains tomorrow's date.
Validate the 'Start Time' field is disabled and contains "09:00 AM".
Click [Yes] for 'Skip 1st Dose'.
Validate the 'First Dose Date' field is disabled and contains the current date.
Validate the 'First Dose Time' field is disabled and contains "09:00 PM".
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Click [Yes] for 'Give Initial Dose Now'.
Validate the 'Confirm Dose Times' dialog exists.
Select "Ok to Administer" in the 'Select One' field and click [Save].
Validate the 'First Dose Date' field is disabled and contains the current date.
Validate the 'First Dose Time' field is disabled and contains the current time.
Validate the 'Start Date' field is disabled and contains the current date.
Validate the 'Start Time' field is disabled and contains the current time.
Click [Yes] for 'Give Initial Dose Now'.
Select "Every 4 Hours" in the 'Freq' field.
Validate the 'First Dose Date' field is enabled, contains the current date and has the following buttons next to it: [Calendar], [T], and [+1].
Validate the 'First Dose Time' field is enabled, contains the current time and has [Now] next to it.
Validate the [Yes] for 'Skip 1st Dose' and the [Yes] for 'Give Initial Dose Now' are both disabled.
Validate the 'Start Date' field is disabled and contains the current date.
Validate the 'Start Time' field is disabled and contains the current time.
Select "Daily" in the 'Freq' field.
Validate the 'First Dose Date' field is disabled and does not contain a value.
Validate the 'First Dose Time' field is disabled and does not contain a value.
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Click [Refresh].

Scenario 3: OE NX - My favorites - 'First Dose Date/Time' fields

Specific Setup:

Two Frequency Codes must exist.
One with hours of administration of "09:00 AM", "03:00 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.
Please Note: For testing purposes the current time is after "03:00 PM".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
Click [My Favorites - Star] and click refresh.
Click 'My Favorites'.
Select "AMBIEN 10 MG TABLET ORAL (Schedule IV)" and click [Add to Scratchpad].
Validate the 'Scratchpad' contains the order "AMBIEN 10 MG TABLET ORAL (Schedule IV)".
Select the order in the 'Scratchpad'.
Validate the 'First Dose Date' field is disabled and [Calendar], [T], and [+1] are not displayed.
Validate the 'First Dose Time' field is disabled and that [Now] is not displayed.
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Select "Every 4 Hours" in the 'Freq' field.
Validate the 'First Dose Date' field is enabled, contains the current date and has the following buttons next to it: [Calendar], [T], and [+1].
Validate the 'First Dose Time' field is enabled, contains the current time and has [Now] next to it.
Validate the [Yes] for 'Skip 1st Dose' and the [Yes] for 'Give Initial Dose Now' are both disabled.
Validate the 'Start Date' field is disabled and contains the current date.
Validate the 'Start Time' field is disabled and contains the current time.
Select "3 Times A Day" in the 'Freq' field.
Validate the 'First Dose Date' field is disabled and contains the current date.
Validate the 'First Dose Time' field is disabled and contains "09:00 PM".
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Set the 'Duration' field to "28" and click [Days].
Click [Update Order] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains "AMBIEN 10 MG ORAL TABLET (Schedule IV) 1 Tablet, 3 TIMES A DAY".

Topics

• NX • Order Entry Console

AV-77292 Summary | Details

Admission Med Reconciliation - Product Substitution information while hovering

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

Order Entry Console - Admission Med Reconciliation
Orders This Episode
Order Entry Console

Scenario 1: Admission Med Reconciliation - Dose Conversion - Product Substitution with prompt - accept

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Dose Conversion During Medication Reconciliation' registry setting must be set to "3", for both oral solids and liquids.
An order code must have a value selected in the 'Product Substitution' field, 'Equivalent Dose' set to "No", 'Dosing Instructions/Guidelines' set to "Take with water", and "Prompt User" must be selected in the 'Method for Product Substitution' field in the 'Order Code Setup' form. ("FISH OIL 500 MG TABLET ORAL" with a substitute of "OMEGA-3 KRILL OIL (30414) 24 MG-50 MG-300 MG-90 MG-130 MG CAPSULE, LIQUID FILLED ORAL")
The 'Default to Client Reported' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user.
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Uncheck the 'Client Reported' checkbox.
Search for and select "Fish Oil 500 MG Capsule Oral" from the 'New Order' field.
Set the 'Dose' field to "2".
Validate the 'Dose Unit' field is equal to "Capsule".
Select "TWICE A DAY" from the 'Frequency' field.
Set the 'Days Supply' field to "30" and press Tab.
Validate the 'Dispense Qty' field is equal to "120".
Validate the 'Dispense Qty Unit' field is equal to "Capsule".
Click [Add to Scratchpad], [Final Review], and [Sign].
Validate the 'Order grid' contains an order for "Fish Oil 500 MG ORAL Capsule Take two (2) capsules by mouth twice a day (Refills: 0, Disp. Qty: 120 Capsule)".
Search for and select "Lisinopril 20 MG Tablet Oral" from the 'New Order' field.
Set the 'Dose' field to "2".
Validate the 'Dose Unit' field is equal to "Tablet".
Select "TWICE A DAY" from the 'Frequency' field.
Set the 'Days Supply' field to "12" and press Tab.
Validate the 'Dispense Qty' field is equal to "48".
Validate the 'Dispense Qty Unit' field is equal to "Tablet".
Click [Add to Scratchpad], [Final Review], and [Sign].
Validate the 'Order grid' contains an order for "Lisinopril 20 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 48 Tablet)".
Click the 'Admission Reconciliation' tab.
Validate the 'Home Medications (Pre-Admission)' grid contains orders for "Fish Oil 500 MG ORAL Capsule Take two (2) capsules by mouth twice a day (Refills: 0, Disp. Qty: 120 Capsule)" and "Lisinopril 20 MG Oral Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 120 Capsule)".
Select both orders in the 'Home Medications (Pre-Admission)' grid and click [Add to Scratchpad].
Validate the 'Product Substitution' dialog is displayed.
Click the 'Accept' checkbox and click [Save].
Validate the 'Inpatient Medications Scratchpad' contains orders for "KRILL OIL 500 MG CAPSULE, LIQUID FILLED ORAL1000 MG, TWICE A DAY" and "LISINOPRIL 20 MG TABLET ORAL40 MG, TWICE A DAY".
Validate the 'Action' cell for the "OMEGA-3 KRILL OIL" order contains "ADD", a red flag, and a "Product Substitution Icon".
Hover over the 'Product Substitution Icon' and validate that the following is displayed: "A product substitution has occurred. A product substitution was defined by your organization. Dosing guidelines: Take with water".
Validate the 'Action' cell for the "LISINOPRIL" order contains "ADD" and a red flag.
Select the "OMEGA-3 KRILL OIL" in the 'Inpatient Medications Scratchpad'.
Validate the 'Dose' field contains "1000".
Validate the 'Dose Unit' field contains "MG".
Validate the 'Freq' field contains "TWICE A DAY".
Set the 'Duration' field to "28" and click [Days].
Click [Update Order].
Select the "LISINOPRIL" order in the 'Inpatient Medications Scratchpad'.
Validate the 'Dose' field contains "40".
Validate the 'Dose Unit' field contains "MG".
Validate the 'Freq' field contains "TWICE A DAY".
Set the 'Duration' field to "30" and click [Days].
Click [Update Order].
Click [Reconcile & Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Admission Med Reconciliation' tab is in view-only mode.

Scenario 2: Admission Med Reconciliation - Product Substitution - automatic

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

Access the 'Order Code Setup' form.
Select "Edit Existing Code" in the 'Add/Edit Order Code' field.
Search for and select "FISH OIL (29876) 500 MG CAPSULE ORAL" in the 'Order Code' field.
Search for and select "OMEGA-3 KRILL OIL 24 MG-50 MG-300 MG-90 MG-130 MG CAPSULE, LIQUID FILLED ORAL Capsule" in the 'Product Substitution' field.
Select "No" in the 'Equivalent Dose' field.
Set the 'Dosing Instructions/Guidelines' field to "TEST".
Select "Automatic" in the 'Method for Product Substitution' field.
Click [Submit].
Validate a message is displayed stating "Do you wish to return to form?" and click [No].
Select "Client A" and access the Order Entry Console.
Access the 'Home Medications' tab.
Uncheck the 'Client Reported' checkbox.
Search for and select "Fish Oil 500 MG, Capsule, Oral" from the New Order field.
Set the 'Dose' field to "2".
Validate the 'Dose Unit' field contains "Capsule".
Select "Every Day" from the 'Frequency' field.
Set the 'Days Supply' field to "14" and press Tab.
Validate the 'Dispense Qty' field contains "28".
Validate the 'Dispense Qty Unit' field contains "Capsule".
Validate the 'Directions' field contains "Take two (2) capsules by mouth daily".
Click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed.
Click "None" in the 'Output' column and click [Sign].
Validate the 'Order grid' contains an order for "Fish Oil 500 MG ORAL Capsule".
Click the 'Admission Reconciliation' tab.
Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "Fish Oil 500 MG ORAL Capsule Take two (2) capsules by mouth daily (Refills: 0, Disp. Qty: 28 Capsule)" and select the order.
Select the "Fish Oil" order and click [Add to Scratchpad].
Validate the 'Inpatient Medications Scratchpad' contains an order for "OMEGA-3 KRILL OIL 24 MG-50 MG-300 MG-90 MG-130 MG CAPSULE, LIQUID FILLED ORAL" with "ADD", a red flag, and a 'Product Substitution Icon' in the 'Action' column.
Hover over the 'Product Substitution Icon' and validate that the following is displayed: "A product substitution has occurred. A product substitution was defined by your organization. Dosing guidelines: TEST".
Set the 'Dose' field to "2".
Select "Capsule" in the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Freq' field.
Set the 'Duration' field to "11" and click [Days].
Click [Update Order].
Validate the 'Inpatient Medications Scratchpad' contains an order for "OMEGA-3 KRILL OIL 24 MG-50 MG-300 MG-90 MG-130 MG CAPSULE, LIQUID FILLED ORAL" with "ADD", a 'Product Substitution Icon' and no red flag in the 'Action' column.
Hover over the 'Product Substitution Icon' and validate that the following is displayed: "A product substitution has occurred. A product substitution was defined by your organization. Dosing guidelines: TEST".
Click [Reconcile & Sign].
Validate the 'Admission Med Reconciliation' tab is in view-only mode.

Topics

• NX • Order Entry Console

AV-77399 Summary | Details

Order Entry Console - Custom Frequency - invalid format message

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

Orders This Episode

Scenario 1: OE NX - Create new order and change custom administration time to invalid value

Specific Setup:

A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "ALEVE ARTHRITIS (NAPROXEN SODIUM) 220 MG TABLET ORAL" from the 'New Order' field.
Set the Dose field to "2".
Select "TABLET" from the 'Dose Unit' field.
Select "3 TIMES A DAY" from the 'Freq' field and click [custom].
Verify the 'Custom Administration' dialog is displayed.
Set the 4th 'Scheduled Administration Time' field to "5" and press Tab"
Validate a message displays stating "Invalid time format. Enter as either HH:MM AM, HH:MM PM or HHMM military time. (Midnight is 0000 hours.)" and click [OK] and [Save].
Set the 'Duration' field to "12" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "ALEVE ARTHRITIS (NAPROXEN SODIUM) 220 MG ORAL 2 TABLET, 3 TIMES A DAY".

Topics

• NX • Order Entry Console

AV-77436 Summary | Details

Progress Notes - Duplicate Services

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

Ambulatory Progress Notes
Dynamic Form Duplicate Service
Dynamic Form - Filing Error
Dynamic Form - Progress Notes
Dynamic Form - document routing - sign
Dynamic Form - document routing - verify password

Scenario 1: 'Ambulatory Progress Note' - validate duplicate service check

Specific Setup:

Client must be enrolled in an existing outpatient episode (Client A).
The 'Allow Skipping Duplicate Service Check' registry setting must be set to "N".
The 'Progress Note' widget is on the user's myDay view.

Steps

Select "Client A" and access the 'Ambulatory Progress Notes' form.
Fill out all required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget contains the note filed in the previous steps.
Select "Client A" and access the 'Ambulatory Progress Notes' form.
Fill out all required and desired fields like the previous steps.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?".
Click [No].
Validate a message is displayed stating "Filing Aborted".
Click [OK].
Click the 'myDay' view and navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget does not contain a duplicate note.
Navigate back to the 'Ambulatory Progress Note' form for "Client A".
Click [Submit Note].
Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?".
Click [Yes].
Navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget contains the original note and duplicate note filed in the previous steps.

Scenario 2: 'Inpatient Progress Notes' - validate duplicate service check

Specific Setup:

Client must be enrolled in an existing inpatient episode (Client A).
The 'Allow Skipping Duplicate Service Check' registry setting must be set to "N".
The 'Progress Note' widget is on the user's myDay view.

Steps

Select "Client A" and access the 'Inpatient Progress Notes' form.
Fill out all required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit] and [No].
Navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget contains the note filed in the previous steps.
Select "Client A" and access the 'Inpatient Progress Notes' form.
Fill out all required and desired fields like the previous steps.
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?".
Click [No].
Validate a message is displayed stating "Filing Aborted".
Click [OK].
Click the 'myDay' view and navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget does not contain a duplicate note.
Navigate back to the 'Inpatient Progress Note' form for "Client A".
Click [Submit] and [No].
Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?".
Click [Yes].
Navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget contains the original note and duplicate note filed in the previous steps.

Scenario 3: 'Progress Notes (Group and Individual)' - validate duplicate service check

Specific Setup:

Client must be admitted in an existing episode (Client A).
The 'Allow Skipping Duplicate Service Check' registry setting must be set to "N".
The 'Progress Notes' widget is on the user's myDay view.

Steps

Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
Fill out all required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note] and [OK] and close the form.
Navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget contains the note filed in the previous steps.
Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
Fill out all required and desired fields like the previous steps.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?"
Click [No].
Validate a message is displayed stating "Filing Aborted".
Click [OK].
Click the 'myDay' view and navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget does not contain a duplicate note.
Navigate back to the 'Progress Notes (Group and Individual)' form for "Client A".
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?"
Click [Yes] and [OK].
Click the 'myDay' view and navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget contains the original note and duplicate note filed in the previous steps.

Scenario 4: 'Ambulatory Progress Note' - validate duplicate service check with document routing enabled

Specific Setup:

Client must be enrolled in an existing inpatient episode (Client A).
The 'Allow Skipping Duplicate Service Check' registry setting must be set to "N".
Must have document routing enabled for 'Ambulatory Progress Notes.'
The 'Progress Notes' widget is on the user's myDay view.

Steps

Select "Client A" and access the 'Ambulatory Progress Notes' form.
Fill out all required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate the "Confirm Document" document routing dialog is displayed for the note filed in the previous steps.
Click [Sign].
Enter the password for the logged in user.
Click [Verify] and [OK].
Navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget contains the note filed in the previous steps.
Select "Client A" and access the 'Ambulatory Progress Notes' form.
Fill out all required and desired fields like the previous steps.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?".
Click [No].
Validate a message is displayed stating "Filing Aborted".
Click [OK].
Click the 'myDay' view and navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget does not contain a duplicate note.
Navigate back to the 'Ambulatory Progress Notes' form for "Client A".
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?".
Click [Yes].
Validate the "Confirm Document" document routing dialog is displayed for the note filed in the previous steps.
Click [Sign].
Enter the password for the logged in user.
Click [Verify] and [OK].
Click the 'myDay' view and navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget contains the original note and duplicate note filed in the previous steps.

Scenario 5: 'Progress Notes (Group and Individual)' - validate duplicate service check with document routing enabled

Specific Setup:

Client must be admitted in an existing episode (Client A).
The 'Allow Skipping Duplicate Service Check' registry setting must be set to "N".
Must have document routing enabled for 'Progress Notes (Group and Individual)'.
The 'Progress Notes' widget is on the user's myDay view.

Steps

Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
Fill out all required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate the "Confirm Document" document routing dialog is displayed for the note filed in the previous steps.
Click [Sign].
Enter the password for the logged in user and click [Verify].
Click [OK] and close the form.
Navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget contains the note filed in the previous steps.
Access the 'Progress Notes (Group and Individual)' form.
Fill out all required and desired fields like the previous steps.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?".
Click [No].
Validate a message is displayed stating "Filing Aborted".
Click [OK].
Click the 'myDay' view and navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget does not contain a duplicate note.
Navigate back to the 'Progress Notes (Group and Individual)' form for "Client A".
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?".
Click [Yes].
Validate the "Confirm Document" document routing dialog is displayed for the note filed in the previous steps.
Click [Sign].
Enter the password for the logged in user.
Click [Verify] and [OK].
Click the 'myDay' view and navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget contains the original note and duplicate note filed in the previous steps.

Scenario 6: 'Inpatient Progress Notes' - validate duplicate service check with document routing enabled

Specific Setup:

Client must be enrolled in an existing inpatient episode (Client A).
The 'Allow Skipping Duplicate Service Check' registry setting must be set to "N".
Must have document routing enabled for 'Inpatient Progress Notes.'
The 'Progress Notes' widget is on the user's myDay view.

Steps

Select "Client A" and access the 'Inpatient Progress Notes' form.
Fill out all required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate the "Confirm Document" document routing dialog is displayed for the note filed in the previous steps.
Click [Sign].
Enter the password for the logged in user and click [Verify].
Click [OK] and close the form.
Navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget contains the note filed in the previous steps.
Select "Client A" and access the Inpatient Progress Notes' form.
Fill out all required and desired fields like the previous steps.
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?".
Click [No].
Validate a message is displayed stating "Filing Aborted".
Click [OK].
Click the 'myDay' view and navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget does not contain a duplicate note.
Navigate back to the 'Inpatient Progress Notes' form for "Client A".
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?".
Click [Yes].
Validate the "Confirm Document" document routing dialog is displayed for the note filed in the previous steps.
Click [Sign].
Enter the password for the logged in user and click [Verify].
Click [OK] and close the form.
Click the 'myDay' view and navigate to the 'Progress Notes' widget.
Validate the 'Progress Notes' widget contains the original note and duplicate note filed in the previous steps.

Topics

• NX • Progress Notes

AV-77437 Summary | Details

Order Entry Console (Orders This Episode section) - Copy orders

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 frequency code must exist that has an hour of administration at "12:00 PM". (Daily at 12 PM)
A lab-type order code must exist with a 'Default Frequency Code' of "Daily - 12 PM", which has an hour of administration of
A client must have an active episode. (Client A)
"Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "CBC" from the ‘New Order’ field.
Validate the ‘Frequency’ field is equal to "DAILY - 12PM".
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".
Validate the ‘First Collect Time’ field is equal to "12:00 PM".
Validate the ‘External Lab Vendor Destination’ field is equal to the lab vendor associated with the order code.
Click [Reason-View].
Validate the 'Multiple Reason Checklist' dialog is displayed.
Select any value in the 'Reasons' field and click [Save].
Select any value in the ‘Diagnosis’ field.
Set the ‘Duration’ field to "5" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the ‘Order grid’ contains an order for "CBC".
Select the "CBC" order and click [Modify].
Validate the 'Frequency' field contains "DAILY - 12PM".
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".
Validate the 'First Collect Time' field is equal to "12:00 PM".
Click [Add to Scratchpad] and [Sign].
Select the "CBC" order in the 'Order grid' and click [Copy].
Validate the 'Frequency' field contains "DAILY - 12PM".
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".
Validate the 'First Collect Time' field is equal to "12:00 PM".
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the ‘Order grid’ contains an order for "CBC".

Scenario 2: OE NX - Orders This Episode - Creating a new order, printing, copying and modifying an order with an 'Order Type Category' of "Imaging".

Specific Setup:

An imaging-type order code must exist. (Cat Scan)
A client must have an active episode. (Client A)
Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

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

Scenario 3: OE NX - Orders This Episode - Diet Order - New, Copy, Modify, Print and Discontinue

Specific Setup:

A 'Dietary' order code must exist. (Full Liquid Diet)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Full Liquid Diet" in the 'New Order' field.
Set the 'Duration' to any value and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains the "Full Liquid Diet" order.
Select the order and click [Copy].
Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [Yes].
Click [Add to Scratchpad] and [Sign].
Validate a 'Duplicate Order' interaction is displayed.
Override the interaction and click [Save Override and Exit].
Validate there are two "Full Liquid Diet" orders in the 'Order grid'.
Select the first "Full Liquid Diet" order and click [Modify]
Set the 'Start Date' field to yesterday's date.
Set the 'Addl Instructions' field to any value.
Click [Add to Scratchpad] and [Sign].
Validate a 'Duplicate Order' interaction is displayed.
Override the interaction and click [Save Override and Exit].
Validate there are two "Full Liquid Diet" orders in the 'Order grid'.
Select the first "Full Liquid Diet" order and click [Print].
Validate that the 'Order Detail Report' is displayed and contains all information pertaining to the order.
Click [Close Report].
Select both "Full Liquid Diet" orders in the 'Order grid' and click [D/C].
Validate the 'Order grid' does not contain any orders.

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

Specific Setup:

An order code with an 'Order Type Category' of "Not Applicable" must exist. (Family Therapy)
A client must have an active episode. (Client A)
Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

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

Scenario 5: OE NX - Copy Order - Duration in Doses

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.
A frequency code must exist with hours of administration at "09:00 AM" and "09:00 PM". (Twice A Day).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "LISINOPRIL 10 MG TABLET ORAL" from the 'New Order' field.
Set the 'Dose' field to "2.5".
Select "MG" from the 'Dose Unit' field.
Validate that [Doses] is disabled.
Select "TWICE A DAY" from the 'Freq' field.
Validate that [Doses] is enabled.
Set the 'Duration' field to "10" and click [Doses].
Set the 'Addl Instructions' field to "Test".
Click [Add to Scratchpad] and [Sign].
Validate a message is displayed stating "LISINOPRIL 2.5 MG ORAL TABLET Entered dose interval of 12 HR is less than the usual minimum dose interval of 24 HR".
Override the message and click [Save Override and exit].
Validate the 'Order grid' contains an order for "LISINOPRIL 10 MG ORAL TABLET 2.5 MG, TWICE A DAY (Starting Doses: 10)".
Select the "Lisinopril" order from the 'Order grid' and click [Copy].
Validate a message displays 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].
Validate the 'Dose' field contains "2.5".
Validate the 'Dose Unit' field contains "MG".
Validate the 'Freq' field contains "TWICE A DAY".
Set the 'Duration' field to "10" and click [Doses].
Validate the 'Addl Instructions' field is set to "Test".
Click [Add to Scratchpad] and [Sign].
Validate a message is displayed stating "LISINOPRIL 2.5 MG ORAL TABLET Entered dose interval of 12 HR is less than the usual minimum dose interval of 24 HR".
Override the message and click [Save Override and exit].
Validate the 'Order grid' contains two orders for "LISINOPRIL 10 MG ORAL TABLET 2.5 MG, TWICE A DAY (Starting Doses: 10)".

Topics

• NX • Order Entry Console

AV-77595 Summary | Details

All Document Widget - Printed documents

Scenario 1: All Documents Widget - Document Headers

Steps

Select a test client who has multiple documents on file.
Navigate to the view that contains the "All Documents Widget".
Open a document.
Validate the document displays.
Click "Print Current".
Validate that each page of the document in the print review frame contains the client's name and episode.
Open another document.
Validate the document displays.
Click "Print Current".
Validate that each page of the document in the print review frame contains the client's name and episode.
Open another document.
Validate the document displays.
Click "Print Current".
Validate that each page of the document in the print review frame contains the client's name and episode.
Click "Print All".
Validate that each page of the multi page document in the print review frame contains the client's name and episode.

Scenario 2: All Document Widget - Printing Product Forms (tifs)

Steps

Select a test client who has documents on file.
Select the test client.
Click on the "Plans and Notes" view.
Open a document.
Validate the document displays.
Click "Print Current".
Validate client identifying information prints at the top of each page of the document.
Open a product form document (treatment plan, diagnosis form, etc.).
Validate the document displays.
Click "Print Current".
Validate the document displays.
Validate client identifying information prints at the top of each page of the document.
Open another product form document (treatment plan, diagnosis form, etc.).
Validate the document displays.
Click "Print Current".
Validate client identifying information prints at the top of each page of the document.
Click "Print All".
Validate client identifying information prints at the top of each page of the document.
Click "Close All".

Topics

• Console Widget • myAvatar NX Only • NX • Widgets

AV-77729 Summary | Details

Order Entry Console (Orders This Episode section) - 'Give Initial Dose Now' for one-time-only frequency codes

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

Orders This Episode

Scenario 1: 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

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code in the 'New Order' field.
Enter "2" in the 'Dose' field
Select "Tablet" in the 'Dose Unit' field.
Select "Every 14 Days" in the 'Freq' field.
Click [Yes] next to 'Give Initial Dose Now'.
Set the 'Duration' field to "5" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains the new order.

Scenario 2: OE NX - Updating From Scratchpad - Skip 1st Dose/ Give Initial Dose Now - First Dose Date/Time - One Time Only Order Code

Specific Setup:

Two frequency codes must exist.
One must exist with multiple hours of administration of "09:00 AM", "03:00 PM", and "09:00 PM". (3 Times A Day)
One must exist with only one hour of administration of "08:00 AM" (One Time Only - 8 AM).
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.
Please Note: For Testing purposes the current time is between "03:00 PM" and "09:00 PM".

Steps

Select "Client A" and access the Order Entry Console.
Search for and select any pharmacy-type order code in the 'New Order' field.
Select "3 Times A Day" in the 'Freq' field.
Validate the 'First Dose Date' field is disabled and contains the current date.
Validate the 'First Dose Time' field is disabled and contains "09:00 PM".
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Set the 'Duration' field to "11" and click [Days].
Click [Yes] for 'Skip 1st Dose'.
Validate the 'First Dose Date' field is disabled and contains tomorrow's date.
Validate the 'First Dose Time' field is disabled and contains "09:00 AM".
Validate the 'Start Date' field is disabled and contains tomorrow's date.
Validate the 'Start Time' field is disabled and contains "09:00 AM".
Click [Add to Scratchpad].
Validate the 'Scratchpad' contains the order for "AMBIEN 10 MG TABLET (Schedule IV)1 Tablet, 3 TIMES A DAY".
Select the order in the 'Scratchpad'.
Validate the 'First Dose Date' field is disabled and contains tomorrow's date.
Validate the 'First Dose Time' field is disabled and contains "09:00 AM".
Validate the 'Start Date' field is enabled and contains tomorrow's date.
Validate the 'Start Time' field is enabled and contains "09:00 AM"
Unclick [Yes] for 'Skip 1st Dose'.
Validate the 'First Dose Date' field is disabled and contains the current date.
Validate the 'First Dose Time' field is disabled and contains "09:00 PM".
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Click [Add to Scratchpad].
Validate the 'Scratchpad' contains the order for "AMBIEN 10 MG TABLET (Schedule IV)1 Tablet, 3 TIMES A DAY".
Select the order in the 'Scratchpad'.
Validate the 'First Dose Date' field is disabled and contains the current date.
Validate the 'First Dose Time' field is disabled and contains "09:00 PM".
Validate the 'Start Date' field is enabled and contains the current date.
Validate the 'Start Time' field is enabled and contains the current time.
Select "One Time Only - 8 AM" from the 'Freq' field.
Click [Yes] next to 'Give Initial Dose Now'.
Validate that the 'Confirm Dose Times' dialog is not displayed.
Validate the 'First Dose Date' field is enabled and contains the current date.
Validate the 'First Dose Time' field is enabled and contains the current time.
Validate the 'Start Date' field is disabled and contains the same value as the 'First Dose Date' field.
Validate the 'Start Time' field is disabled and contains the same value as the 'First Dose Time' field.

Topics

• NX • Order Entry Console

AV-77879 Summary | Details

Scheduling Calendar - 'Find New Appointment'

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

Scheduling Calendar
Scheduling Calendar - Find New Appointment

Scenario 1: Scheduling Calendar - Find New Appointment

Specific Setup:

A client must be enrolled in an existing episode.
A staff member must have hours defined for the current date.

Steps

Access the 'Scheduling Calendar' form.
Click [Find New Appointment].
Click [T] in the 'Search Start Date' field.
Click [Find New Appointment].
Validate a 'Find New Appointment' window is displayed with all available time slots.
Select any available slot.
Click [OK].
Validate the 'Appointment Details' window is displayed.
Validate the 'Appointment Site' field contains the site selected.
Validate the 'Appointment Date' field contains the current date.
Validate the 'Appointment Start Time' and 'Appointment End Time' fields contain the time selected.
Enter the desired client in the 'Client' field.
Enter the desired value in the 'Service Code' field.
Click [Submit].
Validate the 'Appointment Grid' contains the new appointment.
Click [Dismiss].

Topics

• myAvatar NX Only • myAvatar/myAvatar NX • NX • Scheduling Calendar • Treatment Plan

AV-77939 Summary | Details

'Note to Self' widget - Deleting Notes

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

Note to Self Widget
User Definition
View Definition

Scenario 1: 'Note to Self' widget - Validate the note created, updated, deleted and moved as expected

Specific Setup:

The 'Note To Self' widget is available on the logged in user's myDay view.

Steps

Access the 'Note To Self' widget.
Click [Add New Note].
Add desired notes in the 'Create a new reminder' field.
Click [Save].
Validate the created note displays as expected.
Click [Add New Note].
Add desired notes in the 'Create a new reminder' field.
Click [Save].
Validate the created note displays as expected.
Click [Add New Note].
Add desired notes in the 'Create a new reminder' field.
Click [Save].
Validate the created note displays as expected.
Select desired note.
Click [Edit] and edit as desired.
Validate 'Edit' functions as expected.
Click [Save].
Validate the updated note displays as expected.
Select desired note.
Click [Delete].
Validate the note has been deleted.
Drag and drop an existing note to a new location.
Validate the note moved to desired location.
Select the last note.
Click [Move selected note to top].
Validate the desired note moves as expected.
Select the first note.
Click [Move selected note to bottom].
Validate the desired note moves as expected.
Select desired note.
Click [Move selected note up].
Validate the desired note moves as expected.
Select desired note.
Click [Move selected note down].
Validate the desired notes moves as expected.
Set the 'Search' field to a desired note.
Validate 'Search' functions as expected.
Clear the 'Search' field.
Validate the 'NOTE TO SELF' widget displays all the notes available.

Topics

• NX • Widgets

AV-77978 Summary | Details

Order Entry Console (Orders This Episode section) - My Favorites

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

Orders This Episode

Scenario 1: Creating a Dietary order

Specific Setup:

The ‘Require A Frequency Code on Orders' extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Dietary".
A Dietary-type order code must exist. (Order Code A)
Please log out of the application and log back in after configuring the above.
A client must have an active episode (Client A).

Steps

Select "Client A" and access the Order Entry Console.
Validate the 'New Order' field, the 'Order Type Search Filter' field, the [My Favorites - Star], and the 'My Favorite' link are displayed.
Search for and select "Order Code A".
Validate the 'Frequency' field is not required.
Fill out all required fields.
Click [Add to Scratchpad] and [Sign].
Validate that a new order for "Order Code A" is displayed in the 'Order grid'.

Topics

• NX • Order Entry Console

AV-77990 Summary | Details

Hover-over messages in the Order Entry Console

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

Order Entry Console

Scenario 1: OE NX - Maximum Width of Hover-over Component

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.
A user must be logged into the application that is associated with a Practitioner that can be utilized in the 'Ordering Practitioner' field. (Practitioner A)

Steps

Select “Client A” and access the Order Entry Console.
Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
Set the 'Dose' field to "200".
Select "MG" from the 'Dose Unit' field.
Select "EVERY DAY" from the 'Freq' field.
Set the 'Duration' field to "14" and click [Days].
Enter text over 400 characters in length in the 'Addl Instructions' field and click [Add to Scratchpad].
Hover over the first 'Order' column and validate the flyover contains "ADVIL 200 MG TABLET ORAL 200 MG, EVERY DAY".
Validate the 'Ordering Practitioner' field contains "Practitioner A" and click [Sign].
Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET 200 MG, EVERY DAY".
Hover over 'Order Type' and validate the flyover contains "Pharmacy Order#" and the number of the order.
Hover over 'Order Details' and validate the flyover contains "ADVIL 200 MG ORAL TABLET 200 MG, EVERY DAY".
Hover over 'Addl Instructions' and validate the flyover contains the large amount of text previously entered.
Hover over 'Order Status' and validate the flyover contains "Active".
Hover over 'Priority' and validate the flyover contains "Routine".
Hover over 'Start Date' and validate the flyover contains the current date.
Hover over 'Stop Date' and validate the flyover contains a date fourteen days from the 'Start Date'.
Hover over 'Ordering Physician' and validate the flyover contains "Physician A".
Select the 'Home Medications' tab.
Uncheck the 'Client Reported' checkbox.
Search for and select "Aveeno Daily Moisturizing Yogurt Body Wash Soap Topical application" from the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Application".
Select "TWICE A DAY" from the 'Frequency' field.
Validate the 'Route' field contains "Topical application".
Validate the 'Diagnosis' field contains "No Entry".
Set the 'Days Supply' field to "14" and press Tab.
Set the 'Dispense Qty' field to "1".
Select "Applicator" from the 'Dispense Qty' field.
Validate the 'Directions' field contains "Apply one (1) application topically twice a day" and click [Add to Scratchpad].
Hover over the first 'Order Details' column and validate the flyover contains "Aveeno Daily Moisturizing Yogurt Body Wash Soap Topical application Soap Apply one (1) application topically twice a day (Refills: 0, Dispense Quantity: 1)".
Click [Final Review].
Validate the 'Final Review' dialog is displayed.
Hover over the 'Order Details' column and validate the flyover contains "Aveeno Daily Moisturizing Yogurt Body Wash Soap Apply one (1) application topically twice a day Days Supply: 14 Number of Refills: 0 Total # of Rx Fills Approved: 1 Dispense Quantity: 1 Applicator Substitution Allowed Written Date: the current date".
Select "None" from the 'Output' field and click [Sign].
Validate the 'Order grid' contains an order for "Aveeno Daily Moisturizing Yogurt Body Wash TOPICAL APPLICATION Soap Apply one (1) application topically twice a day (Refills: 0, Disp. Qty: 1 Applicator)"
Hover over 'Order Type' and validate the flyover contains "Prescription Rx ID" and the Rx ID number.
Hover over 'Order Details' and validate the flyover contains "Aveeno Daily Moisturizing Yogurt Body Wash TOPICAL APPLICATION Soap Apply one (1) application topically twice a day (Refills: 0, Disp. Qty: 1 Applicator)".
Hover over 'Order Status' and validate the flyover contains "Active".
Hover over 'Start Date' and validate the flyover contains the current date.
Hover over 'Stop Date' and validate the flyover contains a date fourteen days from the 'Start Date'.
Hover over 'Ordering Physician' and validate the flyover contains "Physician A".
Select the 'Admission Reconciliation' tab.
Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "Aveeno Daily Moisturizing Yogurt Body Wash TOPICAL APPLICATION Soap Apply one (1) application topically twice a day (Refills: 0, Disp. Qty: 1 Applicator)".
Validate the 'Inpatient Medications Scratchpad' contains an order for "ADVIL 200 MG ORAL TABLET 200 MG, EVERY DAY".
Hover over 'Order Details' for the order under the 'Home Medications (Pre-Admission)' order grid and validate the flyover contains "Aveeno Daily Moisturizing Yogurt Body Wash TOPICAL APPLICATION Soap Apply one (1) application topically twice a day (Refills: 0, Disp. Qty: 1 Applicator)".
Hover over 'Order Details' for the order under the 'Inpatient Medications Scratchpad' and validate the flyover contains "ADVIL 200 MG ORAL TABLET 200 MG, EVERY DAY".
Select the 'Discharge Reconciliation' tab.
Validate the 'Inpatient Medications' order grid contains an order for "ADVIL 200 MG ORAL TABLET 200 MG, EVERY DAY".
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Aveeno Daily Moisturizing Yogurt Body Wash TOPICAL APPLICATION Soap Apply one (1) application topically twice a day (Refills: 0, Disp. Qty: 1 Applicator)".
Hover over 'Order Details' in the 'Inpatient Medications' order grid and validate the flyover contains "ADVIL 200 MG ORAL TABLET 200 MG, EVERY DAY".
Hover over 'Addl Instructions' for the order in the 'Inpatient Medications' order grid and validate the flyover contains the large amount of text previously entered.
Hover over 'Order Details' in the 'Home Medications Scratchpad (Post-Discharge)' and validate the flyover contains "Aveeno Daily Moisturizing Yogurt Body Wash TOPICAL APPLICATION Soap Apply one (1) application topically twice a day (Refills: 0, Disp. Qty: 1 Applicator)".

Topics

• NX • Order Entry Console

AV-77993 Summary | Details

Form Bundler - Episode retention

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

Admission
Admission (Outpatient)
Diagnosis
Dynamic Form - Admission - Client
Dynamic Form Form Bundler
Financial Eligibility
Form Bundler (PM)

Scenario 1: Form Bundle - Sequential - Retaining Episode

Specific Setup:

Using the "Forms Bundler" form, set up a sequential forms bundle of 3 forms: The Admission form, Diagnosis form, Financial Eligibility form.

Steps

Select a test client who has admission, diagnosis and financial eligibility information on file.
Open the "Admission" form.
Select an existing episode.
Click "Edit".
Validate the client information in the Client Header, in particular client name and episode are correct.
Click "Submit".
Open the "Admission (Outpatient)" form.
Select an existing episode.
Click "Edit".
Validate the client information in the Client Header, in particular client name and episode are correct.
Click "Submit".
Open the sequential forms bundle form.
Select an existing episode.
Click "Edit".
Validate the "Admission" form's client information in the Client Header, in particular client name and episode are correct.
Click "Submit".
Validate the "Diagnosis" form's client information in the Client Header, in particular client name and episode are correct.
Click "Submit".
Validate the "Financial Eligibility" form's client information in the Client Header, in particular client name and episode are correct.
Click "Submit".
Clear the client.
Open the sequential forms bundle form.
Add an admission record for a new client.
Note the episode is 1.
Click "Submit".
Validate the "Diagnosis" form's client information in the Client Header, in particular client name and episode are correct.
Add a diagnosis record for a new client.
Click "Submit".
Validate the "Financial Eligibility" form's client information in the Client Header, in particular client name and episode are correct.
Add a financial eligibility record for a new client.
Click "Submit".

Scenario 2: Form Bundler - Simultaneous - Retaining Episode

Specific Setup:

Using the "Forms Bundler" form, set up a simultaneous forms bundle of 3 forms: The Admission form, Diagnosis form, Financial Eligibility form.

Steps

Select a test client who has admission, diagnosis and financial eligibility information on file.
Open the "Admission" form.
Select an existing episode.
Click "Edit".
Validate the client information in the Client Header, in particular client name and episode are correct.
Click "Submit".
Open the "Admission (Outpatient)" form.
Select an existing episode.
Click "Edit".
Validate the client information in the Client Header, in particular client name and episode are correct.
Click "Submit".
Open the simultaneous forms bundle form.
Select an existing episode.
Click "Edit".
Validate the "Admission" form's client information in the Client Header, in particular client name and episode are correct.
Click "Submit".
Validate the "Diagnosis" form's client information in the Client Header, in particular client name and episode are correct.
Click "Submit".
Validate the "Financial Eligibility" form's client information in the Client Header, in particular client name and episode are correct.
Click "Submit".
Clear the client.
Open the simultaneous forms bundle form.
Add an admission record for a new client.
Note the episode is 1.
Click "Submit".
Validate the "Diagnosis" form's client information in the Client Header, in particular client name and episode are correct.
Add a diagnosis record for a new client.
Click "Submit".
Validate the "Financial Eligibility" form's client information in the Client Header, in particular client name and episode are correct.
Add a financial eligibility record for a new client.
Click "Submit".

Topics

• Form Bundles • NX

AV-77995 Summary | Details

'Quick Actions' widget

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

App Dashboard
NX View Definition
Quick Actions Page
HomeView - Quick Actions widget
Patient Health Questionnaire-9
Update Client Data

Scenario 1: NX View Definition - Assign 'Quick Actions' to the 'Client Dashboard'

Specific Setup:

User must be configured in User Definition (User A).
User must have access to the 'NX View Definition' form.
A client must be admitted to an active episode (Client A).

Steps

Access the 'NX View Definition' form.
Select "User" in the 'User or Role' field.
Enter "User A" in the 'Select User' field.
Select the desired value in the 'myDay' field.
Select the desired value in the 'Client Dashboard' field.
Click [Quick Actions].
Select the desired Quick Actions from the 'Select Quick Actions' field (ex. Alerts, Send a To Do, Problem List, PHQ9)
Validate that the selected Quick Actions display in assigned field.
Drag and drop a quick action to the top of the list.
Validate the quick action was visible when dragging and dropping.
Click [OK] and [File].
Validate an "Avatar NX View Definition" message is displayed stating "Filed".
Click [OK] and close the form.
Select "Client A" from the 'My Clients' list and open the 'Client Dashboard'.
Validate that the newly added quick actions appear in the 'Quick Actions' widget.
Click through all of the 'Quick Action' and validate that each one appears as expected.
Click [Close].
Access the 'NX View Definition' form.
Select "User" in the 'User or Role' field.
Enter "User A" in the 'Select User' field.
Select the desired value in the 'myDay' field.
Select the desired value in the 'Client Dashboard' field.
Click [Quick Actions].
Add the desired additional Quick Actions from the 'Select Quick Actions' field (ex. Smoking Assessment, Heart Rate)
Validate that the selected Quick Actions display in assigned field.
Click [OK] and [File].
Validate an "Avatar NX View Definition" message is displayed stating "Filed".
Click [OK] and close the form.
Select "Client A" from the 'My Clients' list and open the 'Client Dashboard'.
Validate that the newly added quick actions appear in the 'Quick Actions' widget.
Click through all of the 'Quick Action' and validate that each one appears as expected.
Click [Close].

Scenario 2: 'Quick Actions' widget - Validating 'Draft' assessment of the 'Patient Health Questionnaire-9' form

Specific Setup:

The 'Quick Actions' widget must be on the user's myDay view.
The 'Patient Health Questionnaire-9' Quick Action is assigned to the user in 'NX View Definition' form.

Steps

Select a client and navigate to the 'Quick Actions' widget.
Navigate to the 'Patient Health Questionnaire-9' quick action.
Click [Add].
Select the desired episode in the 'Episode' field.
Set the 'Assessment Date' to the desired date.
Set the 'Assessment Practitioner' to the desired practitioner.
Select "Draft" in the 'Assessment Status' field.
Select the desired value in the '1) Little interest or pleasure in doing things' field.
Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
Select the desired value in the '4) Feeling tired or having little energy' field.
Select the desired value in the '5) Poor appetite or overeating' field.
Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
Click [Save].
Verify the action completes successfully.
Validate the Patient Health Questionnaire-9 item contains PHQ9 last score and last filed date/time.

Scenario 3: 'Quick Actions' widget - Validating 'Final' assessment of the 'Patient Health Questionnaire-9' form

Specific Setup:

The 'Quick Actions' widget must be on the user's myDay view.
The 'Patient Health Questionnaire-9' quick action is assigned to the user in 'NX View Definition'.

Steps

Select a client and navigate to the 'Quick Actions' widget.
Navigate to the 'Patient Health Questionnaire-9' quick action.
Click [Add].
Select the desired episode in the 'Episode' field.
Set the 'Assessment Date' to the desired date.
Set the 'Assessment Practitioner' to the desired practitioner.
Select "Draft" from the 'Assessment Status' field.
Select the desired value in the '1) Little interest or pleasure in doing things' field.
Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
Select the desired value in the '4) Feeling tired or having little energy' field.
Select the desired value in the '5) Poor appetite or overeating' field.
Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
Click [Save].
Verify the action completes successfully.
Validate the 'Patient Health Questionnaire-9' item contains the PHQ9 last score and last filed date/time.

Scenario 4: Validate accessing various 'Quick Actions' from the 'Client Dashboard'

Specific Setup:

A client must be admitted to an active episode (Client A).
'Update Client Data', 'Smoking Assessment', and 'Problem List' Quick Actions must be assigned to the user in the 'NX View Definition' form.

Steps

Select "Client A" and launch the 'Client Dashboard'.
Navigate to the 'Quick Actions' widget.
Click [Update Client Data - Add].
Click outside of the 'Update Client Data' dialog.
Validate the dialog is fixed and centered in the screen.
Populate the required and desired fields.
Click [Save].
Click [Smoking Assessment - Add].
Click outside of the 'Smoking Assessment' dialog.
Validate the dialog is fixed and centered in the screen.
Populate the required fields.
Click [Save].
Click [Problems List - Add].
Click outside of the 'Problems List' dialog.
Validate the dialog is fixed and centered in the screen.
Populate the required and desired fields.
Click [Save].
Close the 'Client Dashboard'.

Scenario 5: Validate accessing and filing 'Oxygen' Quick Action from the 'Client Dashboard'

Specific Setup:

A client must be admitted to an active episode (Client A).
The 'Oxygen' Quick Action must be assigned to the logged in user in the 'NX View Definition' form.

Steps

Select "Client A" and launch the 'Client Dashboard'.
Navigate to the 'Oxygen' Quick Action and click [Add].
Validate the dialog is fixed and centered in the screen.
Enter "asd" in the 'Oxygen' field.
Click outside of the dialog.
Validate an 'Error' message is displayed stating "Oxygen Saturation must be a whole number no more than three digits long."
Click [OK].
Enter "80" in the 'Oxygen' field.
Click [Save].
Navigate to the 'Oxygen' Quick Action and validate data has been saved.
Close the 'Client Dashboard'.

Topics

• myAvatar NX Only • NX

AV-78030 Summary | Details

OE NX - Discharge Med Reconciliation - Hold in Pending Status

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

Order Entry Console

Scenario 1: OE NX - Discharge Med Reconciliation - Vitamin order - DC, Hold in Pending Status, Active and Reconcile

Specific Setup:

Two clients must each have an active inpatient episode. (Client A and Client B)
“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

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Validate the 'Client Reported' checkbox is checked.
Search for and select "Vitamin A" in the 'New Order' Field and click [Save].
Validate the 'Order grid' contains an order for "Vitamin A".
Click the 'Discharge Reconciliation' tab.
Validate the 'Discharge Medications Scratchpad' contains an order for "Vitamin A".
Select the "Vitamin A" order and click [D/C].
Validate the "Vitamin A" order contains "D/C" in the 'Discharge Medications Scratchpad'.
Click [Hold in Pending Status].
Validate the 'Discharge Medications Scratchpad' is in view-only mode.
Click the 'Orders This Episode' tab.
Click the 'myDay' tab
Select "Client B" in the 'My Clients' widget.
Click the 'Orders' tab
Select "Client A" in the 'My Clients' widget.
Click the 'Discharge Reconciliation' tab.
Click [Activate & Reconcile].
Validate the 'Discharge Medications Scratchpad' is in view-only mode.

Topics

• NX • Order Entry Console

AV-78054 Summary | Details

Order Entry Console (Orders This Episode section) - 'Start Date'

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

Frequency Code Setup
Orders This Episode

Scenario 1: OE NX - Orders This Episode - One-Time Only order with administration time

Specific Setup:

A One-Time Only frequency code must be configured with an administration time of 11:59 PM via the 'Frequency Code Setup' form. (One Time Only)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
Set the 'Dose' field to "1" and press Tab.
Select "TABLET" in the 'Dose Unit' field.
Select "One Time Only at 11:00 PM" in the 'Freq' field.
Validate the 'Duration' field contains "1".
Validate the 'Start Date' field is disabled and contains the current date.
Validate the 'Start Time' field is disabled and contains "11:00 PM".
Validate the 'Stop Date' field contains a date that is one day in the future of the current date.
Validate the 'Stop Time' field contains a time that is one minute prior to the current time.
Click [Add to Scratchpad] and [Sign].
Validate the 'interaction' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 TABLET, One Time Only at 11:00 PM".

Scenario 2: OE NX - Order Group - One Time Only Frequency - Custom Administration Time

Specific Setup:

An order group (Order Group A) must have two order codes (Order Code A and Order Code B) configured with a "One Time Only" frequency code and a default duration.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" from the 'New Order' field.
Validate the 'Order Group' dialog displays and contains "Order Code A" and "Order Code B".
Check the checkbox next to "Order Code A".
Validate the 'Dose' field contains "1".
Validate the 'Dose Unit' field contains "Tablet".
Validate the 'Frequency' field contains "One Time Only at 11:00 PM".
Validate the 'Duration' field contains "1" and that [Days] is selected.
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the 11:00 PM.
Validate the 'Stop Date' field contains a date that is 1 day in the future of the 'Start Date'.
Validate the 'Stop Time' field contains a time that is one minute prior to the current time.
Check the checkbox next to "Order Code B".
Validate the 'Dose' field contains "1".
Validate the 'Dose Unit' field contains "Tablet".
Validate the 'Frequency' field contains "ONE TIME ONLY".
Set the 'Duration' field to "1" and click [Days].
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Validate the 'Stop Date' field contains a date that is 1 day in the future of the 'Start Date'.
Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
Set the 'Duration' field to "48" and click [Hours].
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Validate the 'Stop Date' field contains a date that is 2 days in the future of the 'Start Date'.
Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
Validate the 'Duration' field contains "48" and click [Minutes].
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Validate the 'Stop Date' field contains the current date.
Validate the 'Stop Time' contains a time that is 48 minutes in the future of the 'Start Time'.
Set the 'Duration' field to "1" and click [Days]
Click [Custom].
Set the 1st 'Scheduled Administration Time' field to "9" and press Tab.
Validate a message displays stating "Invalid time format. Enter as either HH:MM AM, HH:MM PM or HHMM military time. (Midnight is 0000 hours.)" and click [OK].
Set the 1st 'Scheduled Administration Time' field to "0900" and click [Save].
Set the 'Duration' field to "2" and press Tab.
Validate the 'Start Date' field contains tomorrow's date.
Validate the 'Start Time' field contains "09:00 AM".
Validate the 'Stop Date' field contains a date that is 2 days in the future of the 'Start Date'.
Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
Click [Add to Scratchpad].
Select "Order Code A" from the 'Scratchpad'.
Validate the 'First Dose Date' field is equal to the next available date based on the 'Scheduled Administration Time'.
Validate the 'First Dose Time' field is equal to "11:00 PM".
Click [Update Order].
Select "Order Code B" from the 'Scratchpad'.
Validate the 'First Dose Date' field is equal to tomorrow's date.
Validate the 'First Dose Time' field is equal to "09:00 AM".
Click [Update Order] and [Sign].
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains an order for "Order Code A 1Tablet, ONE TIME ONLY, 11:00 PM" and "Order Code B 1Tablet, ONE TIME ONLY, 09:00 AM".

Topics

• NX • Order Entry Console

AV-78103 Summary | Details

Manage Observer Caseload; Nursing Caseload Assignment; Attending Practitioner

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

Manage Observer Caseload
Nursing Caseload Assignment

Scenario 1: Manage Observer Caseload - Adding client to Caseload

Steps

Open the "Manage Observer Caseload.
Select the user currently logged in as.
Add a client to the caseload.
Click the "Upload Caseload" button.
Validate the user is added to the MyClients pane on the left.
Using the preferred method to validate SQL tables, validate a row was added for the client/user in the CWS SYSTEM.RADplus_caseload table.

Scenario 2: Nursing Caseload Assignment - Adding Client to Caseload

Steps

Open the "Nursing Caseload Assignment" form.
Select a unit in the "Select Clients From Unit" dropdown.
Click on a client that isn't already in the user's caseload.
Click the "Move Selected Clients to Current Caseload" button.
Validate the "Current Caseload" text includes the client to be added to the user's caseload.
Click the "Submit" button.
Validate the client added to the user's caseload appears in the "myClients" pane on the left.

Topics

• My Clients • NX • Practitioner

AV-78161 Summary | Details

Avatar NX - text color of buttons

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

Diagnosis
Quick Actions Page
Treatment Plan

Scenario 1: Hover over various buttons in Forms/Widgets/Dialogs and validate the text color

Specific Setup:

Client must be enrolled in an existing episode (Client A).
"Client A" must have a 'Treatment Plan' saved in "Draft" status.
Must have 'Quick Actions' and 'Coming In Today' widget enabled on the myDay view.

Steps

Select "Client A" and navigate to the 'Quick Actions' widget.
Hover over various buttons and verify the text remains white.
Navigate to 'Coming In Today' widget.
Hover over various buttons and verify the text remains white.
Navigate through various views.
Hover over various buttons and verify the text remains white.
Select "Client A" and access the 'Diagnosis' form and select desired episode.
Hover over various buttons and verify the text remains white.
Close the form.
Select "Client A" and access the 'Treatment Plan' form and select desired episode.
Hover over various buttons and verify the text remains white.
Select desired plan and click [Edit].
Hover over various buttons and verify the text remains white.
Click [Launch Plan] and [Problem].
Hover over various buttons and verify the text remains white.
Click [Return to Plan] and [OK].
Close the form.

Topics

• NX

AV-78165 Summary | Details

'NX View Definition' - drag and drop items

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

App Dashboard
NX View Definition
Quick Actions Page
Update Client Data

Scenario 1: NX View Definition - Assign 'Quick Actions' to the 'Client Dashboard'

Specific Setup:

User must be configured in User Definition (User A).
User must have access to the 'NX View Definition' form.
A client must be admitted to an active episode (Client A).

Steps

Access the 'NX View Definition' form.
Select "User" in the 'User or Role' field.
Enter "User A" in the 'Select User' field.
Select the desired value in the 'myDay' field.
Select the desired value in the 'Client Dashboard' field.
Click [Quick Actions].
Select the desired Quick Actions from the 'Select Quick Actions' field (ex. Alerts, Send a To Do, Problem List, PHQ9)
Validate that the selected Quick Actions display in assigned field.
Drag and drop a quick action to the top of the list.
Validate the quick action was visible when dragging and dropping.
Click [OK] and [File].
Validate an "Avatar NX View Definition" message is displayed stating "Filed".
Click [OK] and close the form.
Select "Client A" from the 'My Clients' list and open the 'Client Dashboard'.
Validate that the newly added quick actions appear in the 'Quick Actions' widget.
Click through all of the 'Quick Action' and validate that each one appears as expected.
Click [Close].
Access the 'NX View Definition' form.
Select "User" in the 'User or Role' field.
Enter "User A" in the 'Select User' field.
Select the desired value in the 'myDay' field.
Select the desired value in the 'Client Dashboard' field.
Click [Quick Actions].
Add the desired additional Quick Actions from the 'Select Quick Actions' field (ex. Smoking Assessment, Heart Rate)
Validate that the selected Quick Actions display in assigned field.
Click [OK] and [File].
Validate an "Avatar NX View Definition" message is displayed stating "Filed".
Click [OK] and close the form.
Select "Client A" from the 'My Clients' list and open the 'Client Dashboard'.
Validate that the newly added quick actions appear in the 'Quick Actions' widget.
Click through all of the 'Quick Action' and validate that each one appears as expected.
Click [Close].

Scenario 2: Validate accessing various 'Quick Actions' from the 'Client Dashboard'

Specific Setup:

A client must be admitted to an active episode (Client A).
'Update Client Data', 'Smoking Assessment', and 'Problem List' Quick Actions must be assigned to the user in the 'NX View Definition' form.

Steps

Select "Client A" and launch the 'Client Dashboard'.
Navigate to the 'Quick Actions' widget.
Click [Update Client Data - Add].
Click outside of the 'Update Client Data' dialog.
Validate the dialog is fixed and centered in the screen.
Populate the required and desired fields.
Click [Save].
Click [Smoking Assessment - Add].
Click outside of the 'Smoking Assessment' dialog.
Validate the dialog is fixed and centered in the screen.
Populate the required fields.
Click [Save].
Click [Problems List - Add].
Click outside of the 'Problems List' dialog.
Validate the dialog is fixed and centered in the screen.
Populate the required and desired fields.
Click [Save].
Close the 'Client Dashboard'.

Topics

• myAvatar NX Only • NX

AV-78170 Summary | Details

Order Entry Console (Orders This Episode and Admission Med Reconciliation sections) -'Dose' and 'Dose Unit' fields

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

Orders This Episode
Order Entry Console - Admission Med Reconciliation

Scenario 1: Order Entry Console - Creating a new 'Sliding Scale Insulin' order

Specific Setup:

An order code must have the 'Enable Sliding Scale Insulin' checkbox checked in the 'Order Code Setup' form. (Humalog)
A 'Sliding Scale Insulin' template must exist.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
Validate [Sliding Scale Instructions] exists.
Validate the 'Dose' field is required.
Validate the 'Dose Unit' field is required.
Validate there is a red border around the 'Dose' and 'Dose Unit' fields.
Click [Sliding Scale Instructions].
Select any value in the 'Template' field and click [Save].
Validate there is no border around the 'Dose' and 'Dose Unit' fields.
Set the 'Freq' field to any value.
Set the 'Duration' field to any value.
Click [Days].
Validate the 'Addl Instructions' field contains the values from the template selected.
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION".

Scenario 2: OE NX - Orders This Episode - non-controlled substance - New and Discontinue for a client that is not in external pharmacy mode

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow Range Expressions In Order Quantity Field' 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 episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select “Client A” and access the Order Entry Console.
Search for and select "ADVIL (IBUPROFEN) 200 MG TABLET ORAL" in the ‘New Order’ field.
Validate the 'Dose' field is required.
Validate the 'Dose Unit' field is required.
Validate there is a red border around the 'Dose' and 'Dose Unit' fields.
Set the 'Dose' field to "2"
Select “Tablet” in the ‘Dose Unit’ field.
Set the Freq’ field to "TWICE A DAY".
Set the ‘Duration’ field to "10" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the ‘Order grid’ contains the order for “ADVIL”.

Scenario 3: OE NX - Admission Med Reconciliation - Schedule III - Suboxone - New Order and Discontinue

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

Select "Client A" and access the Order Entry Console.
Click the Admission Reconciliation tab.
Search for and select "SUBOXONE 12 MG-3 MG FILM SUBLINGUAL (Schedule III)" in the 'New Order' field.
Validate the 'Dose' field is required.
Validate the 'Dose Unit' field is required.
Validate there is a red border around the 'Dose' and 'Dose Unit' fields.
Set the 'Dose' field to "2".
Validate the 'Dose Unit' field contains "Film".
Select "TWICE A DAY" in the 'Freq' field.
Set the 'Duration' field to "15" and click [Days].
Validate the 'Dispense Qty' field contains "60".
Select "Film" in the 'Dispense Qty Unit' field.
Validate the 'Directions' field contains "Place two (2) films under the tongue twice a day"
Click [Add to Scratchpad] and [Reconcile & Review]
Validate the 'Final Review' dialog is displayed and contains an order for "SUBOXONE 12 MG-3 MG FILM SUBLINGUAL (Schedule III)".
Select "None" in the 'Output' column and click [Sign].
Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Validate the 'Inpatient Medications Scratchpad' contains an order for "SUBOXONE 12 MG-3 MG FILM SUBLINGUAL (Schedule III)".
Click the 'Orders This Episode' tab.
Validate the 'Order grid' contains an order for "SUBOXONE".

Topics

• NX • Order Entry Console

AV-78216 Summary | Details

'All Documents' widget - filtering

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

HomeView.Console Widget Viewer
HomeView - Primary All Documents Widget

Scenario 1: 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

Select client and navigate to the 'All Documents Widget' view.
Select any value from the 'Select Episode' field if applicable to form/document (ex. 'All Episodes').
Select the 'Documents' tab.
Validate the columns for 'Form Name', 'Document Description', 'Document Date', and 'Document Episode' display as expected.
Validate that only the selected/filtered form or document displays in the 'All Documents Widget'.
Validate the 'Form Name' and 'Document Description' fields are consistent with the value from the 'Clinical Document Viewer' form.
Select any row in the 'Form Name' column.
Validate that the selected record displays in the 'Console Widget Viewer'.
Select any date from the 'Document Date' column filter.
Select the filtered row and validate that the selected record displays in the 'Console Widget Viewer'.
Click [Clear Filters] button.
Select the 'All Note Types' tab.
Select any value from the 'Form Description' column filter (ex. 'Progress Notes (Group and Individual)').
Validate that only the selected form/record displays in the 'Console Widget Viewer'.
Click [Clear Filters] button.
Select the 'All Forms' tab.
Select any value from the 'Form Description' column filter (ex. 'Problem List', 'Diagnosis').
Select any row in the 'Form Description' column.
Validate that the selected record displays in the 'Console Widget Viewer'.
Click [Close All] widget button.
Click [Clear Filters] widget button.
Select different/additional client for view (via 'My Clients' menu and/or client search).
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.
Select form in 'All Documents' widget; ensure that only records/data for currently active/selected client are displayed.
Select existing document/record row in 'All Documents' widget; ensure that record/form for currently active/selected client is displayed.
Switch back to previous/original client for view (via 'My Clients' menu and/or client search).
Ensure 'All Documents' widget content (record listing and/or document viewer) is returned to records/document for original client selection.
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 2: All Documents Widget - validate filtering functionality

Specific Setup:

This scenario is for Avatar NX systems only.
Registry Setting 'RADplus->General->-Enable Documentation Views' must be set to "Y".
The 'All Documents' Widget is available on the Home View.
A client must have data filed in various forms (Client A).

Steps

Select "Client A" and access the 'All Documents' widget.
Select the desired form in the 'Form Name' field.
Validate the 'Form Name' column only displays records filed in the selected form.
Validate the 'Document Description' field contains all document descriptions for the records associated to the selected form and they are checked off.
Validate the 'Document Date' field contains all dates for the records associated to the selected form and they are checked off.
Validate the 'Document Episode' field contains all episodes for the records associated to the selected form and they are checked off.
Validate the 'Document Status' field contains all statuses for the records associated to the selected form and they are checked off.
Click [Clear Filters].
Validate the 'Form Name' field contains "ALL".
Validate the 'Document Description' field contains "ALL".
Validate the 'Document Date' field contains "ALL".
Validate the 'Document Episode' field contains "ALL".
Validate the 'Document Status' field contains "ALL".
Select the "Notes" tab.
Select the desired service code in the 'Service Code' field to filter notes by service code.
Validate the 'Service Code' column only displays records filed with the selected service code.
Click [Clear Filters].
Validate the 'Service Code' field contains "ALL".

Topics

• NX • Widgets

AV-78267 Summary | Details

Avatar NX - grid search fields

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

Dynamic Form - Confirm Widget Deletion (PM)
Dynamic Form - Widget Definition - Select Widgets
Select Table
Widget Wizard (PM)

Scenario 1: Widget Wizard - Create/Delete a new widget

Steps

Access the 'Widget Wizard' form.
Populate all required and desired fields.
Click [New Row] in the 'Additional Form Links' grid.
Double click in the 'Column' field.
Validate the 'Column' search results are displayed and the text is not overlapping.
Validate the columns are resizable.
Select the desired value and populate remaining required fields.
Click [Submit].

Topics

• myAvatar/myAvatar NX • NX • RADplus Utilities

AV-78412 Summary | Details

'Treatment Plan' - 'Wrap Text' field

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

Treatment Plan Number 8

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.
'My To Do's' widget is enabled on the myDay view.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Select desired date in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Validate the 'Problems' label displays above the 'Problems' grid.
Validate the 'Plan Participants' label displays above the 'Plan Participants' grid.
Populate any desired fields.
Click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Verify the plan filed in the previous steps.
Click [Launch Plan] and [Add New Problem].
Populate required and desired fields.
Enter a very long string of characters in the 'Problem' field.
Click [Add New Goal].
Enter a very long string of characters in the 'Goal' field.
Click [Add New Objective].
Enter a very long string of characters in the 'Objective' field.
Click [Add New Intervention].
Enter a very long string of characters in the 'Intervention' field.
Check off the 'Wrap Text' field.
Validate the text is wrapped.
Uncheck the 'Wrap Text' field.
Validate the text is not wrapped.
Click [Return to Plan] and [OK].
Click [Final - Treatment Plan Status] and [Submit].
Sign the plan.
Select "Client A" and navigate to 'To Do's' widget.
Verify the 'Documents to Sign' field contains the Treatment Plan filed in the previous steps.
Click [Review].
Verify the 'Document Preview' contains the information filed in the previous steps.
Click [Sign] and [Close].

Scenario 2: Treatment Plan Copy - Form Validations

Specific Setup:

Client must be enrolled in current episode (Client A).
A copy of the Treatment Plan form exists (Treatment Plan 8).

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Plan Date Calendar].
Validate the Calendar is not overlapped or flickering in its position.
Enter the desired date in the 'Plan Date' field.
Click [Plan End Date Calendar].
Validate the Calendar is not overlapped or flickering in its position.
Click [Next Review Date Calendar].
Validate the Calendar is not overlapped or flickering in its position.
Select the desired value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Validate the 'Problems' label displays above the 'Problems' grid.
Validate the 'Plan Participants' label displays above the 'Plan Participants' grid.
Populate any desired fields.
Click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Verify the plan filed in the previous steps.
Click [Launch Plan] and [Add New Problem].
Populate required and desired fields.
Click [Date Opened Calendar].
Validate the Calendar is not overlapped or flickering in its position.
Click [Date Closed Calendar].
Validate the Calendar is not overlapped or flickering in its position.
Click [Date Due Calendar].
Validate the Calendar is not overlapped or flickering in its position.
Enter a very long string of characters in the 'Problem' field.
Check off the 'Wrap Text' field.
Validate the 'Problem' text is wrapped.
Uncheck the 'Wrap Text' field.
Validate the 'Problem' text is not wrapped.
Click [Return to Plan] and [OK].
Click [Final - Treatment Plan Status] and [Submit].

Topics

• NX • Treatment Plan

AV-78581 Summary | Details

'Progress Notes' - Session Start/End Times

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

Dynamic Form - Progress Notes
Registry Settings (CWS)

Scenario 1: Progress Notes (Group and Individual) - validate session start/end times

Specific Setup:

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

Steps

Access the 'Registry Settings' form.
Set the 'Limit Registry Settings to the Following Search Criteria' field to "Multiple Start and End Times".
Click [View Registry Settings].
Select "Multiple Start and End Times to Document Sessions".
Click [OK].
Set the 'Registry Setting Value' to "Y".
Click [Submit] and close the form.
Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" and the desired episode.
Select "New Service" in the 'Progress Note For' field.
Set the 'Session Start Time' and Session End Time' to the desired values and click [Add/Update Time].
Validate the 'Service Duration' field contains the associated value.
Select the 'myDay' view.
Navigate back to the open 'Progress Note' form.
Validate the 'Start/End Time(s)' field contains the value from the previous steps.
Edit any desired fields.
Select the 'myDay' view.
Navigate back to the open 'Progress Note' form.
Validate any changes were saved.
Submit the note and close the form.
Access the 'Registry Settings' form.
Set the 'Limit Registry Settings to the Following Search Criteria' field to "Multiple Start and End Times".
Click [View Registry Settings].
Select "Multiple Start and End Times to Document Sessions".
Click [OK].
Set the 'Registry Setting Value' to "N".
Click [Submit] and close the form.
Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" and the desired episode.
Select "New Service" in the 'Progress Note For' field.
Set the 'Service Start Time' and 'Service End Time' fields to the desired value.
Select the 'myDay' view.
Navigate back to the open 'Progress Note' form.
Validate the 'Service Start Time' and 'Service End Time' are saved.
Submit the note and close the form.

Topics

• NX • Progress Notes (Group And Individual) • Registry Settings

AV-78687 Summary | Details

Order Entry Console (Orders This Episode section) - 'Order Group' dialog

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

Orders This Episode

Scenario 1: OE NX - Order Group - Default Duration in Doses

Specific Setup:

An Order Group must exist that contains an order code (Order Code A) with a 'Default Duration(Doses)' of "6". (Order Group A).
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

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Validate the 'Order Group' dialog is displayed and contains "Order Code A".
Check the checkbox next to "Order Code A".
Validate that only one 'Dose' field is displayed and contains "1".
Validate the 'Dose Unit' field contains "Capsule".
Validate the 'Frequency' field contains "TWICE A DAY".
Validate the 'Duration' field contains "6".
Validate that [Doses] is not displayed and click [Days].
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Select "Take with a glass of water" from the 'Instructions' field.
Validate the 'Instructions' field contains "Take with a glass of water"
Click [Add to Scratchpad].
Validate the 'Scratchpad' contains the order "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL".
Select the order "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the scratchpad.
Select "Capsule" from the 'Dispense Qty Unit' field.
Validate the 'Directions' field contains "Take one (1) tables by mouth twice a day".
Click [Update Order] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed
Select "None" in the 'Output' field and click [Sign].
Validate the 'Order grid' contains an order for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE1 Table, TWICE A DAY".

Scenario 2: 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

Select "Client A" and access the Order Entry Console.
Search and select "PRILOSEC (26433) 10 MG CAPSULE, DELAYED RELEASE ORAL" in the 'New Order' field.
Click [TAPER/TITRATE].
Validate the 'Taper/Titrate' dialog contains the order "PRILOSEC(10 MG) CAPSULE, DELAYED RELEASE (Capsule) ORAL".
Validate [Calendar] is selected.
Set the 'Dose' field to "2".
Validate the 'Dose Unit' field contains "Capsule".
Validate "1" is displayed in the 'Days' field.
Select "AS NEEDED" in the 'Freq' field.
Click [Add Step].
Set the 2nd 'Dose' field to "3".
Validate the 2nd 'Dose Unit' field contains "Capsule".
Validate the 2nd 'Days' field contains "1".
Select "AS NEEDED" in the 2nd 'Freq' field.
Click [Add to Scratchpad].
Click the 1st order in the 'Scratchpad'.
Validate the 'Stop Time' field contains "11:59 PM".
Select "Capsule" from the 'Dispense Qty Unit' field.
Click [Update Order].
Click the 2nd order in the 'Scratchpad'.
Select "Capsule" from the 'Dispense Qty Unit' field.
Click [Update Order] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and click [Sign].
Validate the 'Order grid' contains both steps of the Taper/Titration order created.

Topics

• NX • Order Entry Console

AV-53929 Summary \| Details Avatar NX - 'Master Patient Index' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission MPI Search Scenario 1: Admitting a new client with 'Master Patient Index' enabled Specific Setup: 'Master Patient Index' must be enabled and configured. Please note: this must be done by a Netsmart Representative. Steps Access the 'Admission' form. Verify the 'Select Client' dialog exists. Enter any new value in the 'Last Name' field. Enter any new value in the 'First Name' field. Select any value from the 'Sex' field. Click [Search]. Validate the 'Search Results' dialog is displayed stating: No matches found. Click [New Client]. Validate the 'Master Patient Index Search' dialog is displayed. Enter the same value used in the previous steps in the 'Last Name' field. Enter the same value used in the previous steps in the 'First Name' field. Enter any value in the 'Date Of Birth' field. Select the same value used in the previous steps from the 'Sex' field. Click [Search]. Validate the 'MPI Search Results' dialog is displayed showing any results that may have been found. Click [Add New Client]. Enter the current date in the 'Preadmit/Admission Date' field. Enter the current time in the 'Preadmit/Admission Time' field. Select any outpatient program from the 'Program' field. Select any value from the 'Type Of Admission' field. Enter the practitioner associated to the logged in user in the 'Admitting Practitioner' field. Click [Submit]. Select the newly admitted client and access the 'Admission' form. Validate the fields contain the previously populated values. Close the form. Scenario 2: Admitting an existing client with 'Master Patient Index' enabled Specific Setup: 'Master Patient Index' must be enabled and configured. Please note: this must be done by a Netsmart Representative. A client named "Bill Baker" is enrolled in an existing episode. Steps Access the 'Admission' form. Verify the 'Select Client' dialog exists. Enter "Baker" in the 'Last Name' field. Enter "Joe" in the 'First Name' field. Select any value from the 'Sex' field. Click [Search]. Validate the 'Search Results' dialog is displayed stating: No matches found. Click [New Client]. Validate a 'Master Patient Index Search' dialog is displayed. Enter the same value used in the previous steps in the 'Last Name' field. Enter the same value used in the previous steps in the 'First Name' field. Enter any value in the 'Date Of Birth' field. Select the same value used in the previous steps from the 'Sex' field. Click [Search]. Validate the 'MPI Search Results' dialog is displays clients with the same last name. Double click on "Bill Baker" and validate their score card displays. Click [Select Client]. Enter the current date in the 'Preadmit/Admission Date' field. Enter the current time in the 'Preadmit/Admission Time' field. Select any outpatient program from the 'Program' field. Select "First Admission" from the 'Type Of Admission' field. Enter the practitioner associated to the logged in user in the 'Admitting Practitioner' field. Click [Submit]. Select "Bill Baker" and access the 'Admission' form. Select the new episode and verify the data saved. Close the form.	Topics • Admission • Master Patient Index • NX
AV-64380 Summary \| Details OE NX - Diagnosis 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 - Copy, Modify, and Reorder with Diagnosis 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 Select "Client A" and access the Order Entry Console. Search for and select "ADDERALL 10 MG TABLET ORAL (Schedule II)" from the 'New Order' field. Set the 'Dose' field to "2". Validate the 'Dose Unit' field is equal to "Tablet". Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "28" and click [Days]. Set the 'Start Date' field to "t-27". Set the 'Start Time' field to the current time. Validate the 'Dispense Qty' field is equal to "112". Select "Tablet" from the 'Dispense Qty Unit' field. Validate the 'Earliest Fill Date' field is equal to the current date. Search for and select "Anger" from the 'Diagnosis' field. Click [Add to Scratchpad] and [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Select 'None in the 'Output' field and click [Sign]. Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Copy]. Validate the 'Diagnosis' field is equal to "Anger". Click [Refresh Orders]. Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Modify]. Validate the 'Diagnosis' field is equal to "Anger". Click [Refresh Orders]. Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Reorder]. Validate the 'Diagnosis' field is equal to "Anger".	Topics • NX • Order Entry Console
AV-67010 Summary \| Details OE NX - Admission Med Reconciliation - AOE questions Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Code Setup Order Entry Console Scenario 1: OE NX - Admission Med Reconciliation - AOE questions Specific Setup: 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 Access the 'Order Code Setup' form. Search for and select "Fish Oil 500 MG CAPSULE ORAL" from the 'Existing Order Code'. Click ['Ask on Order Entry' Questions]. Configure at least one AOE question to be required and click [Save]. Validate a message displays stating "Save Successful" and click [Yes]. Click [Submit] and do not return to the form. Select "Client A" and access the Order Entry Console. Select the 'Admission Med Reconciliation' tab. Search for and select "FISH OIL 500 MG CAPSULE ORAL" from the 'New Order' field. Set the 'Dose' field to "1" and press [Tab]. Select "Capsules" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "12" and click [Days]. Click [Ask on Order Entry]. Answer the AOE question and click [Save]. Click [Add to Scratchpad]. Click [Reconcile & Sign]. Validate the 'Admission Med Reconciliation' tab displays in view only mode.	Topics • NX • Order Entry Console
AV-70919 Summary \| Details Form Designer - sub sections Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Form Designer (PM) Scenario 1: Form Designer (Avatar NX) - Adding, moving and deleting form sub-sections Specific Setup: Have a form [FormA], with one section [Section1] on the form, that contains two fields [FieldA] and [FieldB] as well as any other desired fields Steps Open form "Form Designer" Select [FormA] Select [Section1] Click [Show Section] At the bottom of the form layout, click the [Add New Section] button Validate a new section is added On the [Section1] title bar, locate the text box located next to the trash can object Populate the text field with a sub section name, for example [Subsection1] On the new section title bar locate the text box located next to the trash can object Populate the text field with a sub section name, for example [Subsection2] Click on [FieldA] in [Subsection1] On the left side panel dialog box, click on the 'Subsection' drop down field Select [Subsection2] Validate [FieldA] has been moved from [Subsection1] to [Subsection2] Click on [FieldB] in [Subsection1] Repeat step 8 for [FieldB] Validate [Subsection2] now contains [FieldA] and [FieldB] Validate [Subsection1] does not contain [FieldA] and [FieldB] On the [Subsection2] title bar, click and drag the 'Red" dot object up toward [Subsection1] Validate [Subsection1] is now above [Subsection2] On the [Subsection2] title bar, click and drag the 'Red' dot object down toward [Subsection1] Validate [Subsection1] is now back above [Subsection2] On the [Subsection2] title bar, click the "+" sign Validate a new section is added above [Subsection2] On the title bar of the new section, click the 'trash can' icon Validate the section is removed from the form Click [Save] and click [OK] Click [Submit] Open [FormA] Navigate to [Subsection1] Validate it exists above [Subsection2] Validate [FieldA] and [FieldB] are not present in the section Navigate to [Subsection2] Validate [FieldA] and [FieldB] are present in the section, as expected	Topics • Form Designer • NX
AV-71364 Summary \| Details 'My Clients' list - color contrast Scenario 1: Validate color contrast in the 'My Clients' list Specific Setup: The logged in user has at least two clients admitted in their caseload (Client A and Client B). A client is admitted in an existing episode that is not in the logged in user's caseload (Client C). Client B has an appointment scheduled for the current date at the defined site. Staff members must be defined in the 'Practitioner Enrollment' form. A site must be defined in the 'Site Registration' form. Steps Hover over "Client A" in the 'My Clients' list. Validate the text becomes bold. Select "Client A". Validate the client gets a grey background, a green bar to its left, and the text becomes bold. Hover over selected client. Validate the client retains its green bar but its background changes to the same color as a non-selected client when hovered over, and its text is no longer bold. Search for and select "Client C". Validate the 'Recent Clients' list now contains "Client C." Hover over selected client. Validate the client retains its green bar but its background changes to the same color as a non-selected client when hovered over, and its text is no longer bold. Clear the client. Validate the 'Recent Clients" list contains "Client C" Hover over "Client C". Validate the text becomes bold. Select the "Staff" section. Select the desired staff member. Validate the staff member gets a grey background, a green bar to its left, and its text becomes bold. Hover over selected staff member. Validate the staff member retains its green bar but its background color change to the same color non-selected clients have when hovered over and its text is no longer bold. Select the "My Clients" section and access "Client A". Validate the client gets a gray background, a green bar to its side, and its text becomes bold. Select the "Site" section. Select the desired site. Hover over "Client B". Validate the client name becomes bold when hovered over. Select "Client B". Validate the client gets a gray background, a green bar to its left, and its text becomes bold. Hover over the selected client. Validate the client retains its green bar buts its background changes to the same color non-selected clients have when hovered over, and its text is not longer bold. Clear the client.	Topics • NX
AV-71369 Summary \| Details Avatar NX - contrast for Views Scenario 1: Validate color contrast when switching/hovering/selecting views Specific Setup: The logged in user must have multiple views associated to their myDay view in the 'NX View Definition' form. Steps Select the 'myDay' view. Validate the text is bold for the selected view and the text for the non-selected views are not. Hover over any other desired view and validate that the text is bold. Hover over the already selected myDay view and validate the text is a lighter grey and remains bold. Select and hover over any desired views and validate they behave the same. Select the 'View' menu containing all defined views. Hover over any desired value and validate the view gets a darker background. Click on the 'myAvatar NX' logo in the top left corner. Press the 'Tab' key. Validate there is dark outline around the 'myDay' view and the text is a lighter grey and remains bold. Press the 'Tab' key and validate there is a dark outline around the next view in order and the text is bold. Please note: When you press the 'Tab' key, it will navigate through the views in order of first to last. Press the 'Enter' key and validate the view opens as expected. Press the 'Tab' and 'Enter' keys for any desired views and validate they behave the same. Select the 'View' menu containing all defined views. Press the 'Tab' key. Verify 'myDay' is now highlighted. Press the 'Shift'+'Tab' keys. Please note: When you press the 'Shift'+'Tab' keys, it will navigate through the views in order of last to first. Verify the 'Menu Lost Dropdown Toggle' has a dark outline. Press the 'Shift'+'Tab' and 'Enter' keys for any desired views and validate they behave the same.	Topics • NX
AV-71713 Summary \| Details Home Medications - 'Final Review' dialog Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Order Entry Console Scenario 1: OE NX - Home Medications - Select Client, select "All Episodes", create new order with "eRX" Specific Setup: A client must have an active inpatient 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 Search for and select "Client A". Select "All Episodes" in the 'Header Episode' field. Access the Order Entry Console and select the 'Home Medications' tab. Select a program in the 'Program' field. Uncheck the 'Client Reported' checkbox. Search for and select "Ambien 10 MG Tablet Oral (Schedule IV)" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "Every Day" in the 'Frequency' field Set the 'Days Supply' field to "30" and press Tab. Validate the 'Dispense Qty' field contains "30". Validate the 'Dispense Qty Unit' field contains "Tablet". Click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed. Click the 2nd [Pharmacy Search] and search for and select a pharmacy that can "eRX" and click [Select]. Select "eRX" in the 'Output' field. Validate that the 'Ready To Sign' checkbox is displayed with a legal disclaimer. Check the 'Ready To Sign' checkbox and click [Sign]. Validate the 'Two-factor Authentication' dialog is displayed. Enter the 'Username' and 'Password' and click [Login]. Set the 'Please enter your One-Time Passcode' field to the unique passcode and click [Login]. Validate the 'Order grid' contains an order for "Ambien 10 MG ORAL Tablet (Schedule IV)Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 30 Tablet)". Scenario 2: OE NX - Access the Order Entry Console, select a client, select "All Episodes", select the 'Home Medications' tab and create new order with "eRX" Specific Setup: A client must have an active inpatient 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 Access the Order Entry Console and select "Client A". Select "All Episodes" in the 'Header Episode' field. Select the 'Home Medications' tab. Select any value in the 'Program' field. Search for and select "diazePAM 5 MG Tablet Oral (Schedule II)" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "TWICE A DAY" in the 'Frequency' field. Set the 'Days Supply' field to "30" and press Tab. Validate the 'Dispense Qty' field contains "60". Validate the 'Dispense Qty Unit' field contains "Tablet". Set the 'Start Date' field to the current date. Click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed. Select "eRX" in the 'Output' field. Validate that the 'Ready To Sign' checkbox is displayed with a legal disclaimer. Check the 'Ready To Sign' checkbox and click [Sign]. Validate the 'Two-factor Authentication' dialog is displayed. Enter the 'Username' and 'Password' and click [Login]. Set the 'Please enter your One-Time Passcode' field to the unique passcode and click [Login]. Validate the 'Order grid' contains an order for "diazePAM 5 MG ORAL Tablet (Schedule II) Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 60 Tablet)".	Topics • NX • Order Entry Console
AV-72064 Summary \| Details Document Routing - Skip Password and Skip Image Display Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission App Dashboard Document Routing Setup (PM) Dynamic Form - document routing - sign Dynamic Form - document routing - verify password Dynamic Form - Document Routing Setup - Select Form Dynamic Form - Progress Notes Dynamic Forms - Document Routing - Route Document To Dialog Dynamic Form Duplicate Service Scenario 1: Individual Progress Note - New Service - Document Routing enabled - Skip Password Specific Setup: Admit a test client for this scenario. Using the "Document Routing Setup" form, enable document routing for the progress note form. Using the "Document Routing Setup" form edit the progress note form to set "Skip Password Entry" to "Yes" and "Skip Display of Document Image" to "No". Steps Open the "Progress Notes (Group and Individual)" form. Create a progress note for a new service for the test client. Set "Draft/Final" to "Final". Click "Submit Note". Click "Sign and Route" button multiple times. Validate that only one "Route Document To" screen pops up. On the "Route Document To" popup, set "Add Approver" to the user signed in as. Click "Add" button. Note the approver is moved down to the bottom pane. Click "Submit". Note is filed. Navigate to the "my To Do" widget. Click "Review" on the document that was just routed. Click "Accept". Click "Sign". Document is finalized. Scenario 2: Individual Progress Note - New Service - Document Routing enabled - Skip Image Display enabled and Skip Password Entry enabled Specific Setup: Admit a test client for this scenario. Using the "Document Routing Setup" form, enable document routing for the progress note form. Using the "Document Routing Setup" form, set "Skip Password Entry" to "Yes" and "Skip Display of Document Image" to "Yes". Steps Open the "Progress Notes (Group and Individual)" form. Create a progress note for a new service for the test client. Set "Draft/Final" to "Final". Click "Submit Note". On the "Route Document To" popup, set "Add Approver" to the user signed in as. Click "Add" button. Note the approver is moved down to the bottom pane. Click "Submit". Note is filed. Navigate to the "my To Do" widget. Click "Review" on the document that was just routed". Click "Accept". Click "Sign". Document is finalized. Scenario 3: Individual Progress Note - New Service - Document Routing enabled - Skip Password Disabled and Skip Display Image Disabled Specific Setup: Admit a test client for this scenario. Using the "Document Routing Setup" form, enable document routing for the progress note form. Using the "Document Routing Setup" form, set "Skip Password Entry" to "No" and "Skip Display of Document Image" to "No". Steps Open the "Progress Notes (Group and Individual)" form. Create a progress note for a new service for the test client. Set "Draft/Final" to "Final". Click "Submit Note". Click "Sign and Route" button multiple times. Validate that only one "Route Document To" screen pops up. On the "Route Document To" popup, set "Add Approver" to the user signed in as. Click "Add" button. Note the approver is moved down to the bottom pane. Click "Submit". Note is filed. Navigate to the "my To Do" widget. Click "Review" on the document that was just routed. Click "Accept". Click "Sign". Document is finalized.	Topics • Document Routing • NX • Progress Notes
AV-72401 Summary \| Details Progress Notes - 'Treatment Plan' grid Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: HomeView.Progress Notes Widget Registry Settings (PM) Treatment Plan Allergies and Hypersensitivities Practitioner Numbers By Guarantor And Program Scenario 1: Progress Notes (Group and Individual) - Validate the 'Enable Treatment Plan Grid' registry setting Specific Setup: A client must have a Treatment Plan filed with a problem, goal, objective, and intervention associated (Client A). The 'Progress Notes' widget is on the myDay view for the logged in user. Steps Access the 'Registry Settings' form. Enter "Enable Treatment Plan Grid" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings] Select "Enable Treatment Plan Grid" for 'Progress Notes (Group and Individual)' from the 'Registry Setting' list. Click [OK]. Validate the 'Registry Setting Details' field contains "Enter "Y" to add 'Treatment Plan' grid field to the form. Enter "YD" to add the grid field and enable the functionality to default the previously selected treatment plan to the new row. Enter "N" to remove the field from the form." Enter "Y" in the 'Registry Setting Value' field. Click [Submit]. Validate a "Registry Editor Filing" message is displayed stating: Successful filing. Click [OK]. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form? Click [No]. Access the 'Progress Notes (Group and Individual)' form. Verify the 'Treatment Plan' grid is displayed. Enter "Client A" in the 'Select Client' field. Select the desired episode in the 'Select Episode' field. Select "Independent Note" in the 'Progress Note For' field. Select any value in the 'Note Type' field. Click [New Row] in the 'Treatment Plan' grid. Select the desired Treatment Plan in the 'Select T.P. Version' field. Click [View] in the 'Select T.P. Item Note Addresses' field. Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s). Select the desired treatment plan item in the 'Treatment Plan' window. Click [Return]. Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step. Enter the desired value in the 'T.P. Item Notes/Documentations' field. Enter the desired value in the 'Notes Field' field. Select "Draft" in the 'Draft/Final' field. Click [File Note]. Validate a "Progress Notes" message is displayed stating: Note Filed. Click [OK]. Validate the 'Treatment Plan' grid no longer contains the previously filed row. Select the note filed in the previous steps in the 'Select Draft Note To Edit' field. Validate the 'Treatment Plan' grid contains the row filed in the previous steps. Click [New Row] in the 'Treatment Plan' grid. Validate the 'Select T.P. Version' field does not contain a value. Select the second row in the 'Treatment Plan' grid. Click [Delete Row]. Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows? Click [Yes]. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a "Progress Notes" message is displayed stating: Note Filed. Click [OK] and close the form. Access the 'Registry Settings' form. Enter "Enable Treatment Plan Grid" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings] Select "Enable Treatment Plan Grid" for 'Progress Notes (Group and Individual)' from the 'Registry Setting' list. Click [OK]. Enter "YD" in the 'Registry Setting Value' field. Click [Submit]. Validate a "Registry Editor Filing" message is displayed stating: Successful filing. Click [OK]. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form? Click [No]. Access the 'Progress Notes (Group and Individual)' form. Verify the 'Treatment Plan' grid is displayed. Enter "Client A" in the 'Select Client' field. Select the desired episode in the 'Select Episode' field. Select "Independent Note" in the 'Progress Note For' field. Select any value in the 'Note Type' field. Click [New Row] in the 'Treatment Plan' grid. Select the desired Treatment Plan in the 'Select T.P. Version' field. Click [View] in the 'Select T.P. Item Note Addresses' field. Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s). Select the desired treatment plan item in the 'Treatment Plan' window. Click [Return]. Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step. Enter the desired value in the 'T.P. Item Notes/Documentations' field. Click [New Row] in the 'Treatment Plan' grid. Validate the 'Select T.P. Version' field defaults in with the value selected in the first row. Click [View] in the 'Select T.P. Item Note Addresses' field. Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s). Select the desired treatment plan item in the 'Treatment Plan' window. Click [Return]. Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step. Enter the desired value in the 'T.P. Item Notes/Documentations' field. Enter the desired value in the 'Notes Field' field. Select "Final" in the 'Draft/Final' field. Click [File Note]. Validate a "Progress Notes" message is displayed stating: Note Filed. Click [OK] and close the form. Select "Client A" and navigate to the 'Progress Notes' widget. Validate the progress notes filed in the previous steps are displayed. Validate the rows filed in the 'Treatment Plan' grid are displayed.	Topics • Allergies and Hypersensitivities • myAvatar NX Only • myAvatar/myAvatar NX • NX • Practitioner • Progress Notes • Site Registration • Treatment Plan
AV-73304 Summary \| Details Order Entry Console (all sections) - 'Reason' field Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Scenario 1: OE NX - Order Entry Console - Create orders in Orders This Episode and Home Medications, Reconcile and Review in Admission Med Reconciliation and Review and Sign in Discharge Med Reconciliation 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" The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'. Please log out of the application and log back in after completing the above configuration. A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A) "Client A" and "Client B" 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. A client must have an active inpatient episode with no active orders. (Client B) For testing purposes the default 'Reason Codes' that come with the application were utilized. Steps Select "Client A" and access the Order Entry Console. Search for and select "AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "TWICE A DAY" in the 'Freq' field. Search for "T" and select "To improve daily living skills" in the 'Reason' field. Set the ‘Reason Text’ field to "<<<test>>>"""""test""""[test]". Set the 'Duration' field to "10" and click [Days]. Validate the 'Days Supply' contains "10". Validate the 'Dispense Qty' field contains "20". Select "Tablet" in the 'Dispense Qty Unit' field. Set the 'Addl Instructions' field to "<<<test>>>"""""test""""[test]". Set the ‘Directions’ field to "Take one (1) tablet by mouth twice a day<<<test>>>"""""test""""[test]". Set the ‘Note to Pharmacist’ field to "<<<test>>>"""""test""""[test]". Click [Add to Scratchpad]. Search for and select "ADVIL LIQUI-GELS 200 MG CAPSULE, LIQUID FILLED ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Capsule". Select "Every 4 Hours" in the 'Freq' field. Set the ‘Reason Text’ field to "<<<test>>>"""""test""""[test]". Set the 'Duration' field to "10" and click [Days]. Validate the 'Days Supply' field contains "10". Validate the 'Dispense Qty' field contains "60" Select "Tablet" in the 'Dispense Qty Unit' field. Set the 'Addl Instructions' field to "<<<test>>>"""""test""""[test]". Set the ‘Directions’ field to "Take one (1) capsule by mouth every 4 hours <<<test>>>"""""test""""[test]". Set the ‘Note to Pharmacist’ field to "<<<test>>>"""""test""""[test]". Click [Add to Scratchpad] and [Final Review]. Validate an 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in 'Output' for both orders and click [Sign]. Validate the 'Order grid' contains an order for "ADVIL LIQUI-GELS 200 MG ORAL CAPSULE, LIQUID FILLED 1 Capsule, Every 4 Hours" and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV) 1 Tablet, TWICE A DAY" both with 'Reason' and 'Addl Instructions' of "<<<test>>>"""""test""""[test]". Select the 'Home Medications' tab. Uncheck the 'Client Reported' checkbox. Search for and select "Xyrem 500 MG/1 ML Solution Oral (Schedule III)" in the 'New Order' field. Set the 'Dose' field to "5". Validate the 'Dose Unit' field contains "Milliliter". Select "AS NEEDED" in the 'Frequency' field. Select "Oral" in the 'Route' field. Select any value in the 'Diagnosis' field. Search for "For pain" and select "For pain or fever" in the 'Reason' field. Set the 'Days Supply' field to "30". Validate the 'Dispense Qty' field contains "150". Select "Milliliter" in the 'Dispense Qty Unit' field. Set the ‘Directions’ field to "Take five (5) milliliters by mouth as needed <<<test>>>"""""test""""[test]". Set the ‘Note to Pharmacist’ field to "<<<test>>>"""""test""""[test]". Click [Add to Scratchpad] and [Final Review]. Validate an 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Select "None" in the 'Output' field and click [Sign]. Validate the 'Order grid' contains "Xyrem 500 MG/1 ML Solution (Schedule III)Take one (1) milliliter by mouth as needed" with both ‘Reason’ and ‘Note to Pharmacist 'of “<<<test>>>"""""test""""[test]”. Select the 'Admission Med Reconciliation' tab. Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "Xyrem 500 MG/1 ML ORAL Solution (Schedule III)Take five (5) milliliters by mouth as needed <<<test>>>"""""test""""[test]". Validate the 'Inpatient Medications Scratchpad' contains an order for "ADVIL LIQUI-GELS 200 MG ORAL CAPSULE, LIQUID FILLED 1 Capsule, Every 4 Hours" and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 Tablet, TWICE A DAY" with 'Reason' of "<<<test>>>"""""test""""[test]" for both orders. Select the order for "Xyrem" in the 'Home Medications (Pre-Admission)' order grid and click [Hold]. Click [Undo] for the 'Xyrem' order. Select the order for "Xyrem" in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad]. Validate that the order for "Xyrem" now appears in the 'Inpatient Medications Scratchpad' and contains a red flag in the 'Action' column. Select the 'Orders This Episode' tab. Validate a message is displayed stating: "Medication Reconciliation is Incomplete! Not all Home Medications have been reconciled. Please continue to review each medication, assigning a new Action to every row within the Home Medication (Pre-Admit) list" and click [No]. Select the order for "Xyrem" in the 'Inpatient Medications Scratchpad'. Set the 'Duration' field to "10" and click [Days]. Validate the 'Days Supply' field contains "10". Validate the 'Dispense Qty' field contains "50". Select "Milliliter" in the 'Dispense Qty Unit' field. Click [Update Order]. Validate the "Xyrem" order no longer contains a red flag in the action column. Select the order for "ADVIL" in the 'Inpatient Medications Scratchpad' and click [DC]. Select the order for "AMBIEN" in the 'Inpatient Medications Scratchpad' and click [Modify]. Validate the 'Dose' field contains "1". Validate the 'Dose Unit' field contains "Tablet". Validate the 'Freq' field contains "TWICE A DAY". Validate the 'Duration' field contains "10" and that [Days] is selected. Validate the 'Days Supply' field contains "10". Validate the 'Dispense Qty' field contains "20". Select "Tablet" in the 'Dispense Qty Unit' field. Click [Update Order] and [Reconcile & Review]. Validate an 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in 'Output' for all orders and click [Sign]. Validate the 'Admission Med Reconciliation' tab is in view-only mode. Select the 'Discharge Med Reconciliation' tab. Validate the 'Inpatient Medications' order grid contains an order for "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)5 Milliliter, AS NEEDED" and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 Tablet, TWICE A DAY" with ‘Reason’ of “<<<test>>>"""""test""""[test]". Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Xyrem 500 MG/1 ML ORAL Solution (Schedule III)Take five (5) milliliters by mouth as needed <<<test>>>"""""test""""[test]" with ‘Reason’ and ‘Note to Pharmacist’ contains "<<<test>>>"""""test". Select the order for "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)" in the 'Inpatient Medications' order grid and click [Add to Scratchpad]. Validate that the "XYREM" order now appears in the 'Home Medications Scratchpad (Post-Discharge)' with a red flag in the 'Action' column. Select the "XYREM" order. Select any value in the 'Diagnosis' field Set the 'Days Supply' field to "22" and press Tab. Validate the 'Dispense Qty' field contains "44". Select "Tablet" in the 'Dispense Qty Unit' field. Set the ‘Note to Pharmacist’ field to "<<<test>>>"""""test""""[test]" and click [Update Order]. Select the order for "Xyrem 500 MG/1 ML Oral (Schedule III)" order in the 'Home Medications Scratchpad (Post Discharge)' and click [DC]. Select the "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)" order and click [Do Not Add]. Click [Review and Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in 'Output' for both orders and click [Sign]. Validate the 'Discharge Med Reconciliation' tab is in view-only mode. Select "Client B" and select the 'Discharge Med Reconciliation' tab and validate no orders are displayed. Select “Client A” and select the 'Discharge Med Reconciliation' tab. Validate the 'Inpatient Medications' order grid contains an order for "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III) 5 Milliliter, AS NEEDED" with ‘Reason’ of “<<<test>>>"""""test""""[test]" and the ‘Action’ column of “DNA” and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV) 1 Tablet, TWICE A DAY” with a ‘Reason’ of “<<<test>>>"""""test""""[test]" and the ‘Action’ column of “ADD”. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Xyrem 500 MG/1 ML ORAL Solution (Schedule III) Take five (5) milliliters by mouth as needed <<<test>>>"""""test""""[test]" with ‘Reason’ of "<<<test>>>"""""test""""[test]" and the ‘Action’ column of “DC” and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 Tablet, TWICE A DAY” with the ‘Action’ column of “ADD”.	Topics • NX • Order Entry Console
AV-73484 Summary \| Details Order Entry Console(Orders This Episode section) - 'Type' and 'Order Search Filter' fields 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 - 'Type' field and 'Order Search Filter' field Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Validate the 'Type' field is displayed. Click in the 'Type' field and validate that all 'Order Types' are displayed in alphabetical order. Validate the 'Order Search Filter' field is displayed next to the 'New Order' field. Click in the 'Order Search Filter' field and validate that all 'Order Types' are displayed in alphabetical order. Access the 'Dictionary Update' form under Avatar CWS. Search for and select "Order Entry Tabled Files" from the 'File' field. Search for and select "(500) Order Types" in the 'Data Element' field. Set the 'Dictionary Code' field to a value that does not currently exist. Set the 'Dictionary Value' field to "LAA". Select "(501) Order Type Category" from the 'Extended Dictionary Data Element' field. Select "Pharmacy" from the 'Extended Dictionary Value (Single Dictionary)' field. Select "(506) Default Orders To Open-Ended When No Default Duration" from the 'Extended Dictionary Data Element' field. Select "No" from the 'Extended Dictionary Value (Single Dictionary)' field. Click [Apply Changes]. Validate a "Filed!" message is displayed and click [OK]. Set the 'Dictionary Code' field to a value that does not currently exist. Set the 'Dictionary Value' field to "XRAY" Select "(501) Order Type Category" from the 'Extended Dictionary Data Element' field. Select "X-Ray" from the 'Extended Dictionary Value (Single Dictionary)' field. Select "(506) Default Orders To Open-Ended When No Default Duration" from the 'Extended Dictionary Data Element' field. Select "No" from the 'Extended Dictionary Value (Single Dictionary)' field. Click [Apply Changes]. Validate a "Filed!" message is displayed and click [OK]. Close the form. Access the 'Order Entry User Definition' form. Search for and select the user who is logged into the application. Click the 'Order Entry User Customization' item. Check the "LAA" AND "XRAY" checkboxes in the 'Order Types Allowed to View' field. Check the "LAA" AND "XRAY" checkboxes in the 'Order Types Allowed to Enter/Update' field. Check the "LAA" AND "XRAY" checkboxes in the 'Order Types Allowed to View Notes' field. Check the "LAA" AND "XRAY" checkboxes in the 'Order Types Allowed to Enter/Append Notes' field. Click [Submit]. Log out and log back into application as the same user. Select "Client A" and access the Order Entry Console. Click in the 'Type' field and validate that "LAA" comes before "Lab" and that "XRAY" comes after "X-RAY". Click in the 'Order Search Filter' field and validate that "LAA" comes before "Lab" and that "XRAY" comes after "X-RAY".	Topics • NX • Order Entry Console
AV-73628 Summary \| Details Order Entry Console (Orders This Episode section) - 'Duration in Doses' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Order Entry Console - Admission Med Reconciliation Scenario 1: OE NX - Copy Order - Duration in Doses 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. A frequency code must exist with hours of administration at "09:00 AM" and "09:00 PM". (Twice A Day). Steps Select "Client A" and access the Order Entry Console. Search for and select "LISINOPRIL 10 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "2.5". Select "MG" from the 'Dose Unit' field. Validate that [Doses] is disabled. Select "TWICE A DAY" from the 'Freq' field. Validate that [Doses] is enabled. Set the 'Duration' field to "10" and click [Doses]. Set the 'Addl Instructions' field to "Test". Click [Add to Scratchpad] and [Sign]. Validate a message is displayed stating "LISINOPRIL 2.5 MG ORAL TABLET Entered dose interval of 12 HR is less than the usual minimum dose interval of 24 HR". Override the message and click [Save Override and exit]. Validate the 'Order grid' contains an order for "LISINOPRIL 10 MG ORAL TABLET 2.5 MG, TWICE A DAY (Starting Doses: 10)". Select the "Lisinopril" order from the 'Order grid' and click [Copy]. Validate a message displays 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]. Validate the 'Dose' field contains "2.5". Validate the 'Dose Unit' field contains "MG". Validate the 'Freq' field contains "TWICE A DAY". Set the 'Duration' field to "10" and click [Doses]. Validate the 'Addl Instructions' field is set to "Test". Click [Add to Scratchpad] and [Sign]. Validate a message is displayed stating "LISINOPRIL 2.5 MG ORAL TABLET Entered dose interval of 12 HR is less than the usual minimum dose interval of 24 HR". Override the message and click [Save Override and exit]. Validate the 'Order grid' contains two orders for "LISINOPRIL 10 MG ORAL TABLET 2.5 MG, TWICE A DAY (Starting Doses: 10)". Scenario 2: 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 "15" 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 Select "Client A" and access the Order Entry Console. Select the 'Admission Med Reconciliation' tab. Search for and select "ALEVE 220 MG TABLE ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Select "TABLET in the 'Dose Unit' field. Validate that [Doses] is disabled. Select "3 TIMES A DAY" in the 'Freq' field. Validate the 'Duration' field contains "15" and that [Doses] is selected. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time, which is after "09:00 AM" and before "03:00 PM". Validate the 'Stop Date' field contains a date that is 3 days in the future of the 'Start Date'. Validate the 'Stop Time' field contains "09:00 AM". Select "AS NEEDED" in the 'Freq' field. Validate the 'Duration' field contains "15". Validate [Doses] is disabled and not selected. Validate the 'Stop Date' and 'Stop Time' fields do not contain values. Click the 2nd [Add to Scratchpad] and [Reconcile and Review]. Validate the 'Admission Med Reconciliation' tab is in view-only mode.	Topics • NX • Order Entry Console
AV-74527 Summary \| Details Order Entry Console - 'Final Review' dialog - 'Ready to Sign' is displayed when "eRX" is defaulted for controlled substances Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Home Medications Order Entry Console - Admission Med Reconciliation Scenario 1: Order Entry Console - Orders This Episode - New Order - Schedule II - "eRX" as 'Default Output'. Specific Setup: The 'Output Default' setting in OrderConnect must have "eRx" selected. A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form (Client A). “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Capsule". Select "3 Times a Day" in the 'Freq' field. Validate the 'Directions' field contains "Take one (1) capsule by mouth three times a day". Set the 'Dose' field to "2" and tab out of the field. Validate the 'Directions' field contains "Take two (2) capsules by mouth three times a day". Set the 'Duration' field to "28" and click [Days]. Validate the 'Days Supply' field contains "28". Validate the 'Dispense Qty' field contains "84". Select "Capsule" in the 'Dispense Qty Unit' field. Set the 'Start Date' field to the current date. Set the 'Start Time' field to the current time. Click [Add to Scratchpad] and [Final Review] Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Validate that "eRX" is selected in the 'Output' column. Check the 'Ready to Sign' checkbox, and click [Sign] Validate the 'Two-factor Authentication' dialog is displayed. Enter the 'Username' and 'Password' and click [Login]. Set the 'Please enter your One-Time Passcode' field to the unique passcode and click [Login]. Validate the 'Order grid' contains the order for "KADIAN". Click the red button next to [Refresh]. Validate the 'Failed Orders' dialog is displayed and click [Refresh]. Validate that the order created in the above steps is not displayed and click [Cancel]. Scenario 2: Home Medications - Create a controlled substance order with a 'Start Date' in the future and send eRx Specific Setup: The 'Output Default' setting in OrderConnect must have "eRx" selected. The 'Client Reported' checkbox in the 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form must be checked. Please log out of the application and log back in after completing the configuration above. 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, the ‘Diagnosis’ form and 'Height' and 'Weight' information filed in the 'Vitals Entry' form. Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Uncheck the 'Client Reported' check box. Search for and select "Zubsolv 8.6 MG-2.1 MG, Tablet, Sublingual (Schedule III)" in the 'New Order' field Set the 'Dose' field to "1". Select "Tablet" in the 'Dose Unit' field. Select "3 Times a Day" in the 'Frequency' field. Set the 'Days Supply' field to "30" and press Tab. Validate the 'Dispense Qty' field contains "90". Validate the 'Dispense Qty Unit' field contains "Tablet". Set the 'Start Date' field to a date that is 5 days in the future. Validate the 'Stop Date' field contains a date that is 30 days in the future of the 'Start Date'. Click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed. Search for and select a Pharmacy that can "eRX". Validate that "eRX" is selected by default in the 'Output' column. Check the 'Ready to Sign' check box and click [Sign]. Validate the 'Two-factor Authentication' dialog is displayed. Enter the 'Username' and 'Password' and click [Login]. Set the 'Please enter your One-Time Passcode' field to the unique passcode and click [Login]. Validate the 'Order grid' contains the order for "Zubsolv". Click the red button next to [Refresh]. Validate the 'Failed Orders' dialog is displayed. Click [Refresh]. Validate that the order created in the above steps is not displayed and click [Cancel]. Scenario 3: OE NX - Admission Med Reconciliation - Create a new order for a controlled substance with a 'Default Output' = "eRX" Specific Setup: The 'Output Default' setting in OrderConnect must have "eRx" selected. A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form (Client A). “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Select the 'Admission Med Reconciliation' tab. Search for and select "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)" in the 'New Order' field. Set the 'Dose' field to "2". Validate the 'Dose Unit' field contains "Milliliter". Select "3 TIMES A DAY, AS NEEDED" in the 'Freq' field. Validate the 'Reason' field is required. Select any value in the 'Reason' field. Set the 'Duration' field to "15" and click [Days]. Validate the 'Days Supply' field contains "15". Validate the 'Dispense Qty' field contains "90". Select "Milliliter" in the 'Dispense Qty Unit' field. Validate the 'Directions' field contains "Take two (2) milliliters by mouth three times a day, as needed". Validate the 'Note to Pharmacist' field contains the value selected in the 'Reason' field. Click the 2nd [Add to Scratchpad] and [Reconcile & Review]. Validate the 'Final Review' dialog is displayed. Validate that "eRX" is selected by default in the 'Output' field. Click the 'Ready To Sign' checkbox and click [Sign]. Validate the 'Two-factor Authentication' dialog is displayed. Enter the 'Username' and 'Password' and click [Login]. Set the 'Please enter your One-Time Passcode' field to the unique passcode and click [Login]. Validate the 'Inpatient Medications Scratchpad' contains the order for "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)". Validate the 'Admission Med Reconciliation' tab is in view-only mode. Scenario 4: OE NX - Discharge Med Reconciliation - Create a new order for a controlled substance with a 'Default Output' = "eRX" Steps Select "Client A" and access the Order Entry Console. Select the 'Discharge Med Reconciliation' tab. Search for and select "Ritalin 5 MG Tablet Oral (Schedule II)" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "3 TIMES A DAY" in the 'Freq' field. Select any value in the 'Diagnosis' field. Set the 'Days Supply' field to "30" and press Tab. Validate the 'Days Supply' field contains "30". Validate the 'Dispense Qty' field contains "90". Validate the 'Dispense Qty Unit' field contains "Tablet". Validate the 'Directions' field contains "Take one (1) tablet by mouth three times a day". Click the 2nd [Add to Scratchpad] and [Review and Sign]. Validate the 'Final Review' dialog is displayed. Search for and select a pharmacy that can "eRX" in the 'Pharmacy' column. Validate that "eRX" is selected by default in the 'Output' field. Click the 'Ready To Sign' checkbox and click [Sign]. Validate the 'Two-factor Authentication' dialog is displayed. Enter the 'Username' and 'Password' and click [Login]. Set the 'Please enter your One-Time Passcode' field to the unique passcode and click [Login]. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Ritalin 5 MG Tablet Oral (Schedule II) Take one (1) tablet by mouth three times a day (Refills: 0, Dispense Quantity: 90)" Validate the 'Discharge Med Reconciliation' tab is in view-only mode.	Topics • NX • Order Entry Console
AV-74966 Summary \| Details All Documents Widget - 'New Record' Display Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: All Documents Widget Scenario 1: All Documents Widget - Verification of 'New Record' Display Specific Setup: This Acceptance Testing Scenario applies to Avatar NX systems only Registry Setting 'RADplus->General->-Enable Documentation Views' must be enabled A Documentation View must exist and assigned to a users view Steps Select client and navigate to the 'All Documents Widget' myAvatar NX view. Navigate to 'All Documents Widget'. Click 'New Record' button to expand new record form selection menu/list (within 'All Documents Widget'). In 'New Record' expanded form selection list - ensure that forms listed/available for 'New Record' entry are sorted in alphabetical order within selection list (ascending order, A-Z). Place cursor/mouse over form name/selection in 'New Record' form selection list. In 'New Record' expanded form selection list - ensure that form name/selection is highlighted in list (based on cursor/mouse position). Click to select form for new record entry. Ensure selected form is opened for new record entry in myAvatar.	Topics • Console Widget • NX • Widgets
AV-75211 Summary \| Details Header - Client Image Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: App - Image Dialog Import Client Picture (PM) Scenario 1: NX - Validate client picture Specific Setup: Import Client Picture has been used to import a picture of one or more clients. Note the client IDs. A picture is available for import in the desired directory. Note the client ID. myDay is available on the homeview. Steps Enter a Client ID, for a client with an imported picture, in ‘What can I help you find?’. Validate that the client picture displays correctly, that is not blurry, and the size is appropriate. Open 'Import Client Picture' and import the picture from 'Setup'. Validate that the client picture displays correctly and that is not blurry, very small, or overly large.	Topics • myAvatar NX Only • NX
AV-75629 Summary \| Details Order Entry Console (Discharge Med Reconciliation section) Scenario 1: OE NX - Discharge Med Reconciliation - New Schedule II order Specific Setup: The "Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Create OE Discharge Order during Discharge Medication Reconciliation" registry setting must be set to "2". The "Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Internal Pharmacy Fills Discharge Orders" 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 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 Select "Client A" and access the Order Entry Console. Click the 'Discharge Reconciliation' tab. Search for and select "Ritalin 5 MG Tablet Oral (Schedule II)" in the 'New Order' field. Set the 'Dose' field to "2". Validate the 'Dose Unit' field contains "Tablet". Select "TWICE A DAY" in the 'Frequency' field. Set the 'Days Supply' field to "12" and press Tab. Validate the 'Dispense Qty' field contains"48". Set the 'Start Date' field to the current date. Validate the 'Stop Date' field contains a date that is 12 days from the current date. Click [Add to Scratchpad]. Validate the 'Discharge Medications Scratchpad' contains an order for "Ritalin 5 MG Tablet Oral 5 MG Tablet (Schedule II) Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 48)". Set the 'Inhouse Pharmacy' field to "12" and click [Review and Sign]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' column and click [Sign]. Validate the 'Discharge Medications Scratchpad' is in view-only mode.	Topics • NX • Order Entry Console
AV-75832 Summary \| Details Avatar NX Forms Multi-Select/Checkbox Fields Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Frequency Code Setup Scenario 1: Avatar NX Forms - Verification of Multi-Select/Checkbox Field Selections Specific Setup: Client or Staff eligible for form/record entry under Avatar NX form containing one or more Multi-Select/Checkbox selection/entry field(s) Example: Avatar CWS 'Frequency Code Setup' form Steps Open Avatar NX form containing one or more Multi-Select/Checkbox fields. Example: Avatar CWS 'Frequency Code Setup' form Select client or entity for entry if applicable to form (and/or select existing record for view/update if applicable). Navigate to Multi-Select/Checkbox field included in form. Select (or deselect) value/checkbox within field. On selection (or deselection) of value/checkbox within Multi-Select field, ensure that associated event logic (enabling/disabling additional fields or form sections, etc) is initiated. While associated event logic is in progress, ensure that green 'Processing' icon is displayed in field, and selection (or deselection) of additional values/checkboxes within field is disallowed until associated event logic is completed. Select (or deselect) additional values/checkboxes within field as desired, ensuring that associated event logic is initiated/completed for each applicable value selected. Click 'Submit' button to file and close form (or 'Discard' button to close form without filing).	Topics • NX
AV-75840 Summary \| Details Home Medications - Voided 'Client Reported' orders. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Home Medications Scenario 1: OE NX - Home Medications - 'Limit Void of Reported meds in OE Console (Home Meds section) to original user' Specific Setup: Two Users must exist that have access to the Order Entry Console. (User A) (User B) The 'Client Reported' checkbox must be checked in the 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form for both "User A" and "User B". Please log out of the application and log back in as "User A" after completing the above configuration. A client must have an active episode whose program is associated with a New York Agency in the 'OrderConnect Facility/Agency Definition' form. (Client A) 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. The 'Admission Med Reconciliation' section must already be reconciled for "Client A". Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Validate the 'Client Reported' check box is checked. Search for and select "ALPRAZOLAM 0.5 MG TABLET, EXTENDED RELEASE ORAL(Schedule II)" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' is set to "Tablet". Select "AS NEEDED" from the 'Frequency' field. Select any value in the 'Reason' field. Click [Save]. Validate the "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" order displays in the 'Orders Grid'. Select the order and validate that [Void] is enabled. Click [Refresh]. Access the 'Registry Settings' form. Set the 'Limit Void of Reported meds in OE Console (Home Meds section) to original user' field to "Y". Log out of the application and log back in as "User B". Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Validate the order for "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" is displayed in the 'Order grid'. Select the order and validate [Void] is disabled. Access the 'Registry Settings' form. Set the 'Limit Void of Reported meds in OE Console (Home Meds section) to original user' field to "N". Log out of the application and log back in as "User B". Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Validate that the order for "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" is displayed in the 'Order grid'. Select the order and validate [Void] is enabled. Click [Void]. Select any value in the 'Void Reason' field. Set the ''Void Reason Text' to any value. Click [Confirm Void]. Validate a message displays stating: "Warning Admission Reconciliation has already been saved for Episode: 1." and click [Ok]. Select "Voided Client Reported" from the 'Status' field. Validate the "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" order is listed in the 'Orders Grid' and displays the 'Void Reason' and 'Void Reason Text'. Select "All" from the 'Status' field. Validate the "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" order is listed in the 'Orders Grid' and displays the 'Void Reason' and 'Void Reason Text'. Scenario 2: OE NX - Void order from Home Medications Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Validate the 'Status' field contains "Active". Check the 'Client Reported' checkbox. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field. Set the Dose field to "1" Validate the 'Dose Unit' field contains "Tablet" Select "DAILY" from the 'Frequency' field. Validate the 'Start Date' field contains the current date. Set the 'Stop Date' field to 3 days in the future from 'Start Date'. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily" and click [Save]. Validate the 'Order grid' contains an order for "Advil - 200 MG, TAB, PO Take one (1) tablet by mouth daily". Select the "Advil - 200 MG, TAB, PO" order and click [Void]. Select "Entered for incorrect client" from the 'Void Reason' field. Set the 'Void Reason Text' field to any value. Click [Confirm Void]. Validate the 'Order grid' does not contain the "Advil - 200 MG, TAB PO" order. Select "Voided Client Reported" from the 'Status' field. Validate the 'Order grid' contains the order for "Advil - 200 MG, TAB, PO Void Reason: Entered for incorrect client - Void Text value" with an 'Order Status' of "Voided Patient Reported". Scenario 3: Voided 'Free Text Medications' are displayed when 'Status' is set to "Voided Patient Reported" with the 'Modify "Client" Terminology' registry setting contains a value Specific Setup: The 'RADplus->General->->->->Modify "Client" Terminology' registry setting must be set to "Patient^Patients^Patient(s)". This is a Netsmart Staff Only registry setting, please contact your Netsmart Representative to set this value. 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’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form. Steps Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Check the 'Free Text Medication' checkbox. Set the 'Medication Name' field to "FREE TEXT MEDICATION". Set the 'Dose' field to any value. Select any value in the 'Dose Unit' field. Select any value in the 'Frequency' field. Click [Save]. Validate the 'Order grid' contains the order for "FREE TEXT MEDICATION". Select the order and click [Void]. Select "Entered for incorrect Patient" in the 'Void Reason' field. Click [Confirm Void]. Select "Voided Patient Reported" in the 'Status' field. Validate the 'Order grid' contains the order for "FREE TEXT MEDICATION Take one (1) tablet as directed as needed Void Reason: Entered for incorrect Patient" with an 'Order Status' of "Voided Patient Reported".	Topics • NX • Order Entry Console
AV-75861 Summary \| Details Document Routing - Verify Password Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: DOCUMENTS TO REVIEW Dynamic Form - document routing - sign Dynamic Form - document routing - verify password Dynamic Form - Treatment Plan Save Dynamic Forms - Document Routing - Route Document To Dialog TO DO'S Treatment Plan 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. 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 Access the 'Progress Notes (Group and Individual)' form. Enter "Client A" in the 'Select Client' field. Select any value from the 'Select Episode' field. Select "New Service" from the 'Progress Notes For' field. Enter any required and desired fields. Select "Final" from the 'Draft/Final' field and click [File Note]. Validate the "Document Routing" dialog displays. Click [Accept and Route] and Validate a "Verify Password" dialog is displayed. Enter the password and press the 'Enter' key. Search for and select the staff member associated to the logged in user. Click [Add], and [Submit]. Validate a message is displayed stating "Note Filed", click [OK], and close the form. Access the 'My To Do's' widget. Validate the previously filed note is in the 'Documents to Sign' column. Click [Review], [Accept], and [Sign]. Enter password and press the 'Enter' key. Validate the note is no longer in the 'Documents to Sign' section. Scenario 2: Treatment Plan - File a Treatment Plan with Document Routing Specific Setup: Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A). Treatment Plan form must be configured with a multi select dictionary field (locked or unlocked) on any one of the 'Problem', 'Goal', 'Objective', or 'Intervention' tab through 'Site Specific Section Modeling'. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Set the 'Plan Date' field to the current date. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Navigate to another view or open a form. Navigate back to the 'Treatment Plan' form and validate that all data appears as expected in the 'Problem List' grid. Click [New Row]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field, Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Validate that the typing in any of the scrolling free text fields is continuous. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the Status field. Click [Add New Goal]. Enter any value (a large amount of data) in the 'Goal' field. Validate that the data wraps correctly and displays as expected. Select any value from the Status field. Select any one value from the 'Multi Select Dictionary' field. Click [Return to Plan]. Click [Launch Plan]. Select the previously entered goal from the 'Tree View' Validate the 'Multi Select Dictionary' field displays the previously entered value as expected. Click [Add New Objective]. Enter any value (a large amount of data) in the 'Objective' field. Validate that the data wraps correctly and displays as expected. Select any value from the Status field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value from the Status field. Select any problem from the library section Drag the problem to tree view for "Client A's" 'Treatment Plan' item. Search and select any value from the 'Problem Code' field. Select any value from the 'Status (Problem List)' field. Select any value from the 'Status' field. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit] and [Sign]. Enter your password in the 'Enter Password' field and press the Enter key. In 'Route Document To' set 'Supervisor' to "Staff Member A" and click [Add]. Click [Submit] Select "Client A" and navigate to the 'Documentation' view. Validate the recently filed 'Treatment Plan' is displayed in the 'Console Widget Viewer' when selected.	Topics • Document Routing • NX • Progress Notes • Treatment Plan
AV-76155 Summary \| Details OE NX - Order Entry Console - 'Holding In Pending Status' in 'Discharge Med Reconciliation' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Home Medications Scenario 1: OE NX - Discharge Med Reconciliation - Create New Order and place in 'Hold in Pending Status' Specific Setup: Two clients must have active inpatient episodes. (Client A and Client B) One whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A) "Client A" and "Client B" 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 Select "Client A" and access the Order Entry Console. Select the 'Discharge Med Reconciliation' tab. Search for and select "Zubsolv 5.7 MG-1.4 MG Tablet Sublingual (Schedule III)" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "As Needed" in the 'Frequency' field. Set the 'Days Supply' field to "20" and press Tab. Validate the 'Dispense Qty' field contains "20". Validate the 'Dispense Qty Unit' field contains "Tablet". Click [Add to Scratchpad] Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv". Click [Hold in Pending Status]. Select the 'Orders This Episode' tab. Select the 'Discharge Med Reconciliation' tab. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv". Select the 'Home Medications' tab. Select the 'Discharge Med Reconciliation' tab. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv". Select the 'Admission Med Reconciliation' tab. Select the 'Discharge Med Reconciliation' tab. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv". Click [Edit Pending Reconciliation] Validate the 'Warning' message is displayed stating "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved." and click [Ok]. Select "Client B" and access the Order Entry Console. Select the 'Discharge Med Reconciliation' tab. Select "Client A" and access the Order Entry Console. Select the 'Discharge Med Reconciliation' tab. Validate the 'Saved session' message is displayed stating "New medications may have been added since you switched clients. Do you want to restart reconciliation to ensure all medication orders are up to date or continue with reconciliation in progress?" and click [Continue]. Click [Hold in Pending Status] Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order for "Zubsolv". Scenario 2: OE NX – Create New Order In Home Medications And Place In Holding Status In Discharge Med Rec – Validating Same Status Displays In myAvatar. Specific Setup: The 'Client Reported' checkbox must be checked in the 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form for "User A". 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 Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Uncheck the 'Client Reported' checkbox. Search for and select "PriLOSEC 20 MG Capsule, Delayed Release Oral" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Capsule". Select "3 TIMES A DAY" from the 'Frequency' field. Select any value in the 'Diagnosis' field. Set the 'Days Supply' field to "14" and press Tab. Validate the 'Dispense Qty' field contains"42". Validate the 'Dispense Qty Unit' field contains "Capsule". Validate the 'Directions' field contains "Take one (1) capsule by mouth three times a day". Click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed and click [Sign]. Validate the Order grid contains the order "PriLOSEC 20 MG ORAL Capsule, Delayed Release Take one (1) capsule by mouth three times a day". Select the 'Discharge Med Reconciliation' tab. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "PriLOSEC 20 MG ORAL Capsule, Delayed Release Take one (1) capsule by mouth three times a day". Click [Hold in Pending Status]. Validate the 'New Order' field is in view only. Log out and log into the myAvatar application associated with the NX application used above. Select "Client A" and access the Order Entry Console. Select the 'Discharge Med Reconciliation' tab. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "PriLOSEC 20 MG ORAL Capsule, Delayed Release Take one (1) capsule by mouth three times a day". Validate the 'New Order' field is in view only.	Topics • NX • Order Entry Console
AV-76365 Summary \| Details Form Designer - Field Size/Display Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dynamic Forms - Form Designer - Layout Form Designer (PM) Group Registration Admission Scenario 1: Form Designer - 'Group Registration' form Steps Access the 'Form Designer' form. Select "Group Registration" from the 'Forms' field. Select "Group Registration" from the 'Sections' field. Click [Show Section]. Resize the 'Associated Groups' field to span the entire width of the form. Click [Save] and submit the form. Access the 'Group Registration' form. Select the desired group. Validate the 'Associated Groups' field spans the entire width of the form. Close the form. Scenario 2: Form Designer - 'Admission' form Steps Access the 'Form Designer' form. Select "Admission" from the 'Forms' field. Select "Admission" from the 'Sections' field. Click [Show Section]. Select any field and move/re-size it as desired. Click [Cancel] and [Yes]. Click [Show Section]. Validate nothing has changed. Resize any field to span the entire width of the form Click [Save], [OK], and [Submit]. Access the 'Admission' form. Enter any value for the 'Last Name' and 'First Name fields. Click [Search] and [Add]. Validate the resized field spans the entire width of the form. Click [Discard]. Access the 'Form Designer' form. Select "Admission" from the 'Forms' field. Select "Admission" from the 'Sections' field Click [Show Sections]. Validate resized field spans the entire width of the form. Resize field back to its previous size. Click [Save] and submit the form.	Topics • Admission • Form Designer • Group Registration • myAvatar NX Only • NX
AV-76652 Summary \| Details Avatar NX - Calendar display Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Individual Progress Note Treatment Plan View Results Scenario 1: Validate calendar display in various forms Specific Setup: Client must be enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'View Results' form. Click [Begin Date Calendar]. Validate the Calendar displays as expected. Click [End Date Calendar]. Validate the Calendar displays as expected. Close the form. Select "Client A" and access the 'Individual Progress Notes' form. Select the desired episode. Click [New Service]. Populate desired and required fields. Click [Date of Service Calendar] Validate the Calendar displays as expected. Close the form. Select "Client A" and access the 'Treatment Plan' form. Click [Plan Date End Calendar]. Validate the Calendar displays as expected. Click [Next Review Date Calendar]. Validate the Calendar displays as expected. Populate required and desired fields. Click [Draft - Treatment Plan Status] and [Launch Plan]. Click [Add New Goal] and [Date Opened Calendar]. Validate the Calendar displays as expected. Click [Date Closed Calendar]. Validate the Calendar displays as expected. Validate any other desired calendar fields. Close the plan and the form.	Topics • NX
AV-76750 Summary \| Details Avatar NX - Sort/Save data in grids Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergies and Hypersensitivities Check Reconciliation Scenario 1: 'Allergies and Hypersensitivities' form - field validations Specific Setup: A client is enrolled in an existing episode and has two allergies on file (Client A). Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Click [Update]. Validate the two allergies on file for "Client A" are displayed. Click on any column header to sort the data. Validate the data is sorted accordingly. Select the desired value in the 'Onset' field for both allergies. Click [Save]. Validate the 'Allergies and Hypersensitivities' grid is dismissed. Click [Update]. Validate the 'Onset' field contains the value selected in the previous steps. Click [Close/Cancel]. Validate the 'Allergies and Hypersensitivities' grid is dismissed. Click [Submit]. Scenario 2: Check Reconciliation - validations Specific Setup: A client is enrolled in an existing episode (Client A). "Client A" has an account filed in the 'Account Registration' form and has two checks that were filed in the 'Batch Transaction Posting' form for the current date. Steps Access the 'Check Reconciliation' form. Enter the current date in the 'Start Date' and 'End Date' fields. Click [Launch Workscreen]. Validate the two checks for "Client A" are displayed. Click on any column header to sort the data. Validate the data is sorted accordingly. Select "Pending" in the 'Check Status' field for both checks. Click [Save] and [Yes]. Validate the Workscreen is dismissed. Click [Launch Workscreen]. Validate the two checks for "Client A" are displayed with "Pending" selected in the 'Check Status' field. Click [Close/Cancel]. Validate the Workscreen is dismissed. Click [File Check Reconciliation]. Validate a message is displayed stating: "Filed Successfully". Click [OK] and close the form.	Topics • Allergies and Hypersensitivities • Diagnosis • NX
AV-76843 Summary \| Details Order Entry Console (Orders This Episode section) - 'First Dose Date/Time' fields. 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 pharmacy-type orders via an Order Group with default durations and no default frequency codes Specific Setup: Avatar OE 2021 Update 28 and myAvatar NX Release 2022.02.00 are required to make use of 'Duration (Doses)' in the Order Entry Console via 'Order Groups'. An 'Order Group' must exist that contains the following:(Order Group A). A pharmacy-type order code with "PRN" selected in the 'Routine or PRN(As Needed)' field, and "5" set in 'Duration(Doses)'. (Order Code A) A pharmacy-type order code with "PRN" selected in the 'Routine or PRN(As Needed)' field, and "30" set in 'Duration(Days)'. (Order Code B) An imaging-type order code with "Routine" selected in the 'Routine or PRN(As Needed)' field. (Order Code C) A 'Frequency Code' must exist that has two hours of administration of "09:00 AM" and "09:00 PM". A client must have an active episode. (Client A). Please Note: For testing purposes the current time is after "09:00 AM". Steps Select "Client A" and access the Order Entry Console. Search for and select 'Order Group A" in the 'New Order' field. Validate the 'Order Group' dialog is displayed and that "Order Code A", "Order Code B", and "Order Code C" are displayed. Check the 1st checkbox for "Order Code A". Validate the 'Duration' field contains "5". Validate [Doses] is disabled. Set the 'Dose' field to ".5". Select "MG" in the 'Dose Unit' field. Select "DAILY - 12:00 PM" in the 'Frequency' field. Check the 2nd checkbox "Order Code B". Validate the 'Duration' field contains "30" and that [Days] is selected. Set the 'Dose' field to "2". Select "TABLET" in the 'Dose Unit' field. Select "DAILY" in the 'Frequency' field. Check the 3rd checkbox for "Order Code C". Validate the 'Duration' field contains no value. Uncheck the 3rd checkbox for "Order Code C". Click [Add to Scratchpad]. Validate that orders for "Order Code A" and "Order Code B" are displayed in the 'Scratchpad' with red flags in the 'Action' column. Select the order for "Order Code B" in the 'Scratchpad'. Validate the 'Dose' field contains "2". Validate the 'Dose Unit' field contains "Tablet". Validate the 'Freq' field does not contain a value. Validate the 'First Dose Date' field is disabled and does not contain a [Calendar], [T], or [+1]. Validate the 'First Dose Time' field is disabled and does not contain [Now]. Validate the 'Duration' field contains "30" and that [Days] is selected. Select "TWICE A DAY" in the 'Freq' field. Validate the 'First Dose Date' field is disabled and contains the current date. Validate the 'First Dose Date' field is disabled and contains "09:00 PM". Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Click [Update Order]. Validate that the order for "Order Code B" is displayed in the 'Scratchpad' with no red flag. Select the order for "Order Code A" in the 'Scratchpad'. Validate the 'Dose' field contains "0.5". Validate the 'Dose Unit' field contains "Tablet". Validate the 'Freq' field does not contain a value. Validate the 'First Dose Date' field is disabled and does not contain a [Calendar], [T], or [+1]. Validate the 'First Dose Time' field is disabled and does not contain [Now]. Validate the 'Duration' field does not contain a value. Validate that [Doses] is disabled. Select "Every 4 Hours" in the 'Freq' field. Validate the 'First Dose Date' field is enabled and that [Calendar], [T], and [+1] are displayed. Validate the 'First Dose Date' field contains the current date. Validate the 'First Dose Time' field is enabled and that [Now] is displayed. Validate the 'First Dose Time' field contains the current time. Select "Daily" in the 'Freq' field. Validate the 'First Dose Date' field is disabled and does not contain [Calendar], [T], and [+1]. Validate the 'First Dose Date' field does not contain a value. Validate the 'First Dose Time' field is disabled and does not contain [Now]. Validate the 'First Dose Time' field does not contain a value. Set the 'Duration' field to "15" and click [Days]. Click [Update Order]. Validate that the order for "Order Code A" is displayed in the 'Scratchpad' with no red flag. Click [Sign] Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains orders for both "Order Code A" and "Order Code B". Scenario 2: 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", "03:00 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. Please Note: For testing purposes the current time is after "03:00 PM". Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code in the 'New Order' field. Validate the 'First Dose Date' field is disabled and [Calendar], [T], and [+1] are not displayed. Validate the 'First Dose Time' field is disabled and that [Now] is not displayed. Select "3 Times A Day" in the 'Freq' field. Validate the 'First Dose Date' field is disabled and contains the current date. Validate the 'First Dose Time' field is disabled and contains "09:00 PM". Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Click [Yes] for 'Skip 1st Dose'. Validate the 'First Dose Date' field is disabled and contains tomorrow's date. Validate the 'First Dose Time' field is disabled and contains "09:00 AM". Validate the 'Start Date' field is disabled and contains tomorrow's date. Validate the 'Start Time' field is disabled and contains "09:00 AM". Click [Yes] for 'Skip 1st Dose'. Validate the 'First Dose Date' field is disabled and contains the current date. Validate the 'First Dose Time' field is disabled and contains "09:00 PM". Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Click [Yes] for 'Give Initial Dose Now'. Validate the 'Confirm Dose Times' dialog exists. Select "Ok to Administer" in the 'Select One' field and click [Save]. Validate the 'First Dose Date' field is disabled and contains the current date. Validate the 'First Dose Time' field is disabled and contains the current time. Validate the 'Start Date' field is disabled and contains the current date. Validate the 'Start Time' field is disabled and contains the current time. Click [Yes] for 'Give Initial Dose Now'. Select "Every 4 Hours" in the 'Freq' field. Validate the 'First Dose Date' field is enabled, contains the current date and has the following buttons next to it: [Calendar], [T], and [+1]. Validate the 'First Dose Time' field is enabled, contains the current time and has [Now] next to it. Validate the [Yes] for 'Skip 1st Dose' and the [Yes] for 'Give Initial Dose Now' are both disabled. Validate the 'Start Date' field is disabled and contains the current date. Validate the 'Start Time' field is disabled and contains the current time. Select "Daily" in the 'Freq' field. Validate the 'First Dose Date' field is disabled and does not contain a value. Validate the 'First Dose Time' field is disabled and does not contain a value. Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Click [Refresh]. Scenario 3: OE NX - My favorites - 'First Dose Date/Time' fields Specific Setup: Two Frequency Codes must exist. One with hours of administration of "09:00 AM", "03:00 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. Please Note: For testing purposes the current time is after "03:00 PM". Steps Select "Client A" and access the Order Entry Console. Search for and select "AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field. Click [My Favorites - Star] and click refresh. Click 'My Favorites'. Select "AMBIEN 10 MG TABLET ORAL (Schedule IV)" and click [Add to Scratchpad]. Validate the 'Scratchpad' contains the order "AMBIEN 10 MG TABLET ORAL (Schedule IV)". Select the order in the 'Scratchpad'. Validate the 'First Dose Date' field is disabled and [Calendar], [T], and [+1] are not displayed. Validate the 'First Dose Time' field is disabled and that [Now] is not displayed. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "Every 4 Hours" in the 'Freq' field. Validate the 'First Dose Date' field is enabled, contains the current date and has the following buttons next to it: [Calendar], [T], and [+1]. Validate the 'First Dose Time' field is enabled, contains the current time and has [Now] next to it. Validate the [Yes] for 'Skip 1st Dose' and the [Yes] for 'Give Initial Dose Now' are both disabled. Validate the 'Start Date' field is disabled and contains the current date. Validate the 'Start Time' field is disabled and contains the current time. Select "3 Times A Day" in the 'Freq' field. Validate the 'First Dose Date' field is disabled and contains the current date. Validate the 'First Dose Time' field is disabled and contains "09:00 PM". Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Set the 'Duration' field to "28" and click [Days]. Click [Update Order] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains "AMBIEN 10 MG ORAL TABLET (Schedule IV) 1 Tablet, 3 TIMES A DAY".	Topics • NX • Order Entry Console
AV-77292 Summary \| Details Admission Med Reconciliation - Product Substitution information while hovering Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console - Admission Med Reconciliation Orders This Episode Order Entry Console Scenario 1: Admission Med Reconciliation - Dose Conversion - Product Substitution with prompt - accept Specific Setup: The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Dose Conversion During Medication Reconciliation' registry setting must be set to "3", for both oral solids and liquids. An order code must have a value selected in the 'Product Substitution' field, 'Equivalent Dose' set to "No", 'Dosing Instructions/Guidelines' set to "Take with water", and "Prompt User" must be selected in the 'Method for Product Substitution' field in the 'Order Code Setup' form. ("FISH OIL 500 MG TABLET ORAL" with a substitute of "OMEGA-3 KRILL OIL (30414) 24 MG-50 MG-300 MG-90 MG-130 MG CAPSULE, LIQUID FILLED ORAL") The 'Default to Client Reported' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user. Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Uncheck the 'Client Reported' checkbox. Search for and select "Fish Oil 500 MG Capsule Oral" from the 'New Order' field. Set the 'Dose' field to "2". Validate the 'Dose Unit' field is equal to "Capsule". Select "TWICE A DAY" from the 'Frequency' field. Set the 'Days Supply' field to "30" and press Tab. Validate the 'Dispense Qty' field is equal to "120". Validate the 'Dispense Qty Unit' field is equal to "Capsule". Click [Add to Scratchpad], [Final Review], and [Sign]. Validate the 'Order grid' contains an order for "Fish Oil 500 MG ORAL Capsule Take two (2) capsules by mouth twice a day (Refills: 0, Disp. Qty: 120 Capsule)". Search for and select "Lisinopril 20 MG Tablet Oral" from the 'New Order' field. Set the 'Dose' field to "2". Validate the 'Dose Unit' field is equal to "Tablet". Select "TWICE A DAY" from the 'Frequency' field. Set the 'Days Supply' field to "12" and press Tab. Validate the 'Dispense Qty' field is equal to "48". Validate the 'Dispense Qty Unit' field is equal to "Tablet". Click [Add to Scratchpad], [Final Review], and [Sign]. Validate the 'Order grid' contains an order for "Lisinopril 20 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 48 Tablet)". Click the 'Admission Reconciliation' tab. Validate the 'Home Medications (Pre-Admission)' grid contains orders for "Fish Oil 500 MG ORAL Capsule Take two (2) capsules by mouth twice a day (Refills: 0, Disp. Qty: 120 Capsule)" and "Lisinopril 20 MG Oral Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 120 Capsule)". Select both orders in the 'Home Medications (Pre-Admission)' grid and click [Add to Scratchpad]. Validate the 'Product Substitution' dialog is displayed. Click the 'Accept' checkbox and click [Save]. Validate the 'Inpatient Medications Scratchpad' contains orders for "KRILL OIL 500 MG CAPSULE, LIQUID FILLED ORAL1000 MG, TWICE A DAY" and "LISINOPRIL 20 MG TABLET ORAL40 MG, TWICE A DAY". Validate the 'Action' cell for the "OMEGA-3 KRILL OIL" order contains "ADD", a red flag, and a "Product Substitution Icon". Hover over the 'Product Substitution Icon' and validate that the following is displayed: "A product substitution has occurred. A product substitution was defined by your organization. Dosing guidelines: Take with water". Validate the 'Action' cell for the "LISINOPRIL" order contains "ADD" and a red flag. Select the "OMEGA-3 KRILL OIL" in the 'Inpatient Medications Scratchpad'. Validate the 'Dose' field contains "1000". Validate the 'Dose Unit' field contains "MG". Validate the 'Freq' field contains "TWICE A DAY". Set the 'Duration' field to "28" and click [Days]. Click [Update Order]. Select the "LISINOPRIL" order in the 'Inpatient Medications Scratchpad'. Validate the 'Dose' field contains "40". Validate the 'Dose Unit' field contains "MG". Validate the 'Freq' field contains "TWICE A DAY". Set the 'Duration' field to "30" and click [Days]. Click [Update Order]. Click [Reconcile & Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Admission Med Reconciliation' tab is in view-only mode. Scenario 2: Admission Med Reconciliation - Product Substitution - automatic 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 Access the 'Order Code Setup' form. Select "Edit Existing Code" in the 'Add/Edit Order Code' field. Search for and select "FISH OIL (29876) 500 MG CAPSULE ORAL" in the 'Order Code' field. Search for and select "OMEGA-3 KRILL OIL 24 MG-50 MG-300 MG-90 MG-130 MG CAPSULE, LIQUID FILLED ORAL Capsule" in the 'Product Substitution' field. Select "No" in the 'Equivalent Dose' field. Set the 'Dosing Instructions/Guidelines' field to "TEST". Select "Automatic" in the 'Method for Product Substitution' field. Click [Submit]. Validate a message is displayed stating "Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Access the 'Home Medications' tab. Uncheck the 'Client Reported' checkbox. Search for and select "Fish Oil 500 MG, Capsule, Oral" from the New Order field. Set the 'Dose' field to "2". Validate the 'Dose Unit' field contains "Capsule". Select "Every Day" from the 'Frequency' field. Set the 'Days Supply' field to "14" and press Tab. Validate the 'Dispense Qty' field contains "28". Validate the 'Dispense Qty Unit' field contains "Capsule". Validate the 'Directions' field contains "Take two (2) capsules by mouth daily". Click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed. Click "None" in the 'Output' column and click [Sign]. Validate the 'Order grid' contains an order for "Fish Oil 500 MG ORAL Capsule". Click the 'Admission Reconciliation' tab. Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "Fish Oil 500 MG ORAL Capsule Take two (2) capsules by mouth daily (Refills: 0, Disp. Qty: 28 Capsule)" and select the order. Select the "Fish Oil" order and click [Add to Scratchpad]. Validate the 'Inpatient Medications Scratchpad' contains an order for "OMEGA-3 KRILL OIL 24 MG-50 MG-300 MG-90 MG-130 MG CAPSULE, LIQUID FILLED ORAL" with "ADD", a red flag, and a 'Product Substitution Icon' in the 'Action' column. Hover over the 'Product Substitution Icon' and validate that the following is displayed: "A product substitution has occurred. A product substitution was defined by your organization. Dosing guidelines: TEST". Set the 'Dose' field to "2". Select "Capsule" in the 'Dose Unit' field. Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "11" and click [Days]. Click [Update Order]. Validate the 'Inpatient Medications Scratchpad' contains an order for "OMEGA-3 KRILL OIL 24 MG-50 MG-300 MG-90 MG-130 MG CAPSULE, LIQUID FILLED ORAL" with "ADD", a 'Product Substitution Icon' and no red flag in the 'Action' column. Hover over the 'Product Substitution Icon' and validate that the following is displayed: "A product substitution has occurred. A product substitution was defined by your organization. Dosing guidelines: TEST". Click [Reconcile & Sign]. Validate the 'Admission Med Reconciliation' tab is in view-only mode.	Topics • NX • Order Entry Console
AV-77399 Summary \| Details Order Entry Console - Custom Frequency - invalid format message Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: OE NX - Create new order and change custom administration time to invalid value Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "ALEVE ARTHRITIS (NAPROXEN SODIUM) 220 MG TABLET ORAL" from the 'New Order' field. Set the Dose field to "2". Select "TABLET" from the 'Dose Unit' field. Select "3 TIMES A DAY" from the 'Freq' field and click [custom]. Verify the 'Custom Administration' dialog is displayed. Set the 4th 'Scheduled Administration Time' field to "5" and press Tab" Validate a message displays stating "Invalid time format. Enter as either HH:MM AM, HH:MM PM or HHMM military time. (Midnight is 0000 hours.)" and click [OK] and [Save]. Set the 'Duration' field to "12" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "ALEVE ARTHRITIS (NAPROXEN SODIUM) 220 MG ORAL 2 TABLET, 3 TIMES A DAY".	Topics • NX • Order Entry Console
AV-77436 Summary \| Details Progress Notes - Duplicate Services Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Ambulatory Progress Notes Dynamic Form Duplicate Service Dynamic Form - Filing Error Dynamic Form - Progress Notes Dynamic Form - document routing - sign Dynamic Form - document routing - verify password Scenario 1: 'Ambulatory Progress Note' - validate duplicate service check Specific Setup: Client must be enrolled in an existing outpatient episode (Client A). The 'Allow Skipping Duplicate Service Check' registry setting must be set to "N". The 'Progress Note' widget is on the user's myDay view. Steps Select "Client A" and access the 'Ambulatory Progress Notes' form. Fill out all required and desired fields. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget contains the note filed in the previous steps. Select "Client A" and access the 'Ambulatory Progress Notes' form. Fill out all required and desired fields like the previous steps. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?". Click [No]. Validate a message is displayed stating "Filing Aborted". Click [OK]. Click the 'myDay' view and navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget does not contain a duplicate note. Navigate back to the 'Ambulatory Progress Note' form for "Client A". Click [Submit Note]. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?". Click [Yes]. Navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget contains the original note and duplicate note filed in the previous steps. Scenario 2: 'Inpatient Progress Notes' - validate duplicate service check Specific Setup: Client must be enrolled in an existing inpatient episode (Client A). The 'Allow Skipping Duplicate Service Check' registry setting must be set to "N". The 'Progress Note' widget is on the user's myDay view. Steps Select "Client A" and access the 'Inpatient Progress Notes' form. Fill out all required and desired fields. Select "Final" in the 'Draft/Final' field. Click [Submit] and [No]. Navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget contains the note filed in the previous steps. Select "Client A" and access the 'Inpatient Progress Notes' form. Fill out all required and desired fields like the previous steps. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?". Click [No]. Validate a message is displayed stating "Filing Aborted". Click [OK]. Click the 'myDay' view and navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget does not contain a duplicate note. Navigate back to the 'Inpatient Progress Note' form for "Client A". Click [Submit] and [No]. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?". Click [Yes]. Navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget contains the original note and duplicate note filed in the previous steps. Scenario 3: 'Progress Notes (Group and Individual)' - validate duplicate service check Specific Setup: Client must be admitted in an existing episode (Client A). The 'Allow Skipping Duplicate Service Check' registry setting must be set to "N". The 'Progress Notes' widget is on the user's myDay view. Steps Select "Client A" and access the 'Progress Notes (Group and Individual)' form. Fill out all required and desired fields. Select "Final" in the 'Draft/Final' field. Click [Submit Note] and [OK] and close the form. Navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget contains the note filed in the previous steps. Select "Client A" and access the 'Progress Notes (Group and Individual)' form. Fill out all required and desired fields like the previous steps. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?" Click [No]. Validate a message is displayed stating "Filing Aborted". Click [OK]. Click the 'myDay' view and navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget does not contain a duplicate note. Navigate back to the 'Progress Notes (Group and Individual)' form for "Client A". Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?" Click [Yes] and [OK]. Click the 'myDay' view and navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget contains the original note and duplicate note filed in the previous steps. Scenario 4: 'Ambulatory Progress Note' - validate duplicate service check with document routing enabled Specific Setup: Client must be enrolled in an existing inpatient episode (Client A). The 'Allow Skipping Duplicate Service Check' registry setting must be set to "N". Must have document routing enabled for 'Ambulatory Progress Notes.' The 'Progress Notes' widget is on the user's myDay view. Steps Select "Client A" and access the 'Ambulatory Progress Notes' form. Fill out all required and desired fields. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate the "Confirm Document" document routing dialog is displayed for the note filed in the previous steps. Click [Sign]. Enter the password for the logged in user. Click [Verify] and [OK]. Navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget contains the note filed in the previous steps. Select "Client A" and access the 'Ambulatory Progress Notes' form. Fill out all required and desired fields like the previous steps. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?". Click [No]. Validate a message is displayed stating "Filing Aborted". Click [OK]. Click the 'myDay' view and navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget does not contain a duplicate note. Navigate back to the 'Ambulatory Progress Notes' form for "Client A". Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?". Click [Yes]. Validate the "Confirm Document" document routing dialog is displayed for the note filed in the previous steps. Click [Sign]. Enter the password for the logged in user. Click [Verify] and [OK]. Click the 'myDay' view and navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget contains the original note and duplicate note filed in the previous steps. Scenario 5: 'Progress Notes (Group and Individual)' - validate duplicate service check with document routing enabled Specific Setup: Client must be admitted in an existing episode (Client A). The 'Allow Skipping Duplicate Service Check' registry setting must be set to "N". Must have document routing enabled for 'Progress Notes (Group and Individual)'. The 'Progress Notes' widget is on the user's myDay view. Steps Select "Client A" and access the 'Progress Notes (Group and Individual)' form. Fill out all required and desired fields. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate the "Confirm Document" document routing dialog is displayed for the note filed in the previous steps. Click [Sign]. Enter the password for the logged in user and click [Verify]. Click [OK] and close the form. Navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget contains the note filed in the previous steps. Access the 'Progress Notes (Group and Individual)' form. Fill out all required and desired fields like the previous steps. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?". Click [No]. Validate a message is displayed stating "Filing Aborted". Click [OK]. Click the 'myDay' view and navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget does not contain a duplicate note. Navigate back to the 'Progress Notes (Group and Individual)' form for "Client A". Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?". Click [Yes]. Validate the "Confirm Document" document routing dialog is displayed for the note filed in the previous steps. Click [Sign]. Enter the password for the logged in user. Click [Verify] and [OK]. Click the 'myDay' view and navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget contains the original note and duplicate note filed in the previous steps. Scenario 6: 'Inpatient Progress Notes' - validate duplicate service check with document routing enabled Specific Setup: Client must be enrolled in an existing inpatient episode (Client A). The 'Allow Skipping Duplicate Service Check' registry setting must be set to "N". Must have document routing enabled for 'Inpatient Progress Notes.' The 'Progress Notes' widget is on the user's myDay view. Steps Select "Client A" and access the 'Inpatient Progress Notes' form. Fill out all required and desired fields. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the "Confirm Document" document routing dialog is displayed for the note filed in the previous steps. Click [Sign]. Enter the password for the logged in user and click [Verify]. Click [OK] and close the form. Navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget contains the note filed in the previous steps. Select "Client A" and access the Inpatient Progress Notes' form. Fill out all required and desired fields like the previous steps. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?". Click [No]. Validate a message is displayed stating "Filing Aborted". Click [OK]. Click the 'myDay' view and navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget does not contain a duplicate note. Navigate back to the 'Inpatient Progress Notes' form for "Client A". Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate a "Duplicate Service" message is displayed stating "The System Identified A Possible Duplicate Entry, For The Client, For This Charge Entry. If You Continue, You Will Have To Delete Any Duplicates Via 'Delete Service'. Continue With The Filing of This Service?". Click [Yes]. Validate the "Confirm Document" document routing dialog is displayed for the note filed in the previous steps. Click [Sign]. Enter the password for the logged in user and click [Verify]. Click [OK] and close the form. Click the 'myDay' view and navigate to the 'Progress Notes' widget. Validate the 'Progress Notes' widget contains the original note and duplicate note filed in the previous steps.	Topics • NX • Progress Notes
AV-77437 Summary \| Details Order Entry Console (Orders This Episode section) - Copy orders 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 frequency code must exist that has an hour of administration at "12:00 PM". (Daily at 12 PM) A lab-type order code must exist with a 'Default Frequency Code' of "Daily - 12 PM", which has an hour of administration of A client must have an active episode. (Client A) "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "CBC" from the ‘New Order’ field. Validate the ‘Frequency’ field is equal to "DAILY - 12PM". 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". Validate the ‘First Collect Time’ field is equal to "12:00 PM". Validate the ‘External Lab Vendor Destination’ field is equal to the lab vendor associated with the order code. Click [Reason-View]. Validate the 'Multiple Reason Checklist' dialog is displayed. Select any value in the 'Reasons' field and click [Save]. Select any value in the ‘Diagnosis’ field. Set the ‘Duration’ field to "5" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the ‘Order grid’ contains an order for "CBC". Select the "CBC" order and click [Modify]. Validate the 'Frequency' field contains "DAILY - 12PM". 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". Validate the 'First Collect Time' field is equal to "12:00 PM". Click [Add to Scratchpad] and [Sign]. Select the "CBC" order in the 'Order grid' and click [Copy]. Validate the 'Frequency' field contains "DAILY - 12PM". 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". Validate the 'First Collect Time' field is equal to "12:00 PM". Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the ‘Order grid’ contains an order for "CBC". Scenario 2: OE NX - Orders This Episode - Creating a new order, printing, copying and modifying an order with an 'Order Type Category' of "Imaging". Specific Setup: An imaging-type order code must exist. (Cat Scan) A client must have an active episode. (Client A) Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select “Client A” and access the Order Entry Console. Search for and select "Cat Scan" in the 'New Order' field. Set the 'Duration' field to "1" and click [Days]. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the "Cat Scan" order is displayed in the 'Order grid'. Select the order and click [Print]. Validate that the 'Order Detail Report' is displayed and contains all information pertaining to the order. Close the report. Select the order for "Cat Scan" from the 'Order grid' and click [Copy]. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [Yes]. Validate the 'Duration' field contains "1" and [Days] is selected. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions click [Save Override and Exit]. Validate that two "Cat Scan" orders are displayed in the 'Order grid'. Select the first order in the 'Order grid' and click [Modify]. Validate the 'Duration' field contains "1" and [Days] is selected. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Set the 'Notes' field to any value and click [Save Override and Exit]. Validate that the new order for "Cat Scan" is displayed. Scenario 3: OE NX - Orders This Episode - Diet Order - New, Copy, Modify, Print and Discontinue Specific Setup: A 'Dietary' order code must exist. (Full Liquid Diet) A client must have an active episode. (Client A) Steps Select "Client A" and access the Order Entry Console. Search for and select "Full Liquid Diet" in the 'New Order' field. Set the 'Duration' to any value and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains the "Full Liquid Diet" order. Select the order and click [Copy]. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [Yes]. Click [Add to Scratchpad] and [Sign]. Validate a 'Duplicate Order' interaction is displayed. Override the interaction and click [Save Override and Exit]. Validate there are two "Full Liquid Diet" orders in the 'Order grid'. Select the first "Full Liquid Diet" order and click [Modify] Set the 'Start Date' field to yesterday's date. Set the 'Addl Instructions' field to any value. Click [Add to Scratchpad] and [Sign]. Validate a 'Duplicate Order' interaction is displayed. Override the interaction and click [Save Override and Exit]. Validate there are two "Full Liquid Diet" orders in the 'Order grid'. Select the first "Full Liquid Diet" order and click [Print]. Validate that the 'Order Detail Report' is displayed and contains all information pertaining to the order. Click [Close Report]. Select both "Full Liquid Diet" orders in the 'Order grid' and click [D/C]. Validate the 'Order grid' does not contain any orders. Scenario 4: OE NX - Orders This Episode - Creating a new order, copying and modifying an order with an 'Order Type Category' of "Not Applicable". Specific Setup: An order code with an 'Order Type Category' of "Not Applicable" must exist. (Family Therapy) A client must have an active episode. (Client A) Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select “Client A” and access the Order Entry Console. Set the 'New Order' field to "Family Therapy". Set the 'Duration' field to "10" and click [Days]. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Select the order for "Family Therapy" from the 'Order grid' and click [Copy]. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [Yes]. Validate the 'Duration' field contains "10" and [Days] is selected. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains two orders for "Family Therapy". Select the first order for "Family Therapy" and click [Modify]. Validate the 'Duration' field contains "10" and [Days] is selected. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains the new order for "Family Therapy". Scenario 5: OE NX - Copy Order - Duration in Doses 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. A frequency code must exist with hours of administration at "09:00 AM" and "09:00 PM". (Twice A Day). Steps Select "Client A" and access the Order Entry Console. Search for and select "LISINOPRIL 10 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "2.5". Select "MG" from the 'Dose Unit' field. Validate that [Doses] is disabled. Select "TWICE A DAY" from the 'Freq' field. Validate that [Doses] is enabled. Set the 'Duration' field to "10" and click [Doses]. Set the 'Addl Instructions' field to "Test". Click [Add to Scratchpad] and [Sign]. Validate a message is displayed stating "LISINOPRIL 2.5 MG ORAL TABLET Entered dose interval of 12 HR is less than the usual minimum dose interval of 24 HR". Override the message and click [Save Override and exit]. Validate the 'Order grid' contains an order for "LISINOPRIL 10 MG ORAL TABLET 2.5 MG, TWICE A DAY (Starting Doses: 10)". Select the "Lisinopril" order from the 'Order grid' and click [Copy]. Validate a message displays 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]. Validate the 'Dose' field contains "2.5". Validate the 'Dose Unit' field contains "MG". Validate the 'Freq' field contains "TWICE A DAY". Set the 'Duration' field to "10" and click [Doses]. Validate the 'Addl Instructions' field is set to "Test". Click [Add to Scratchpad] and [Sign]. Validate a message is displayed stating "LISINOPRIL 2.5 MG ORAL TABLET Entered dose interval of 12 HR is less than the usual minimum dose interval of 24 HR". Override the message and click [Save Override and exit]. Validate the 'Order grid' contains two orders for "LISINOPRIL 10 MG ORAL TABLET 2.5 MG, TWICE A DAY (Starting Doses: 10)".	Topics • NX • Order Entry Console
AV-77595 Summary \| Details All Document Widget - Printed documents Scenario 1: All Documents Widget - Document Headers Steps Select a test client who has multiple documents on file. Navigate to the view that contains the "All Documents Widget". Open a document. Validate the document displays. Click "Print Current". Validate that each page of the document in the print review frame contains the client's name and episode. Open another document. Validate the document displays. Click "Print Current". Validate that each page of the document in the print review frame contains the client's name and episode. Open another document. Validate the document displays. Click "Print Current". Validate that each page of the document in the print review frame contains the client's name and episode. Click "Print All". Validate that each page of the multi page document in the print review frame contains the client's name and episode. Scenario 2: All Document Widget - Printing Product Forms (tifs) Steps Select a test client who has documents on file. Select the test client. Click on the "Plans and Notes" view. Open a document. Validate the document displays. Click "Print Current". Validate client identifying information prints at the top of each page of the document. Open a product form document (treatment plan, diagnosis form, etc.). Validate the document displays. Click "Print Current". Validate the document displays. Validate client identifying information prints at the top of each page of the document. Open another product form document (treatment plan, diagnosis form, etc.). Validate the document displays. Click "Print Current". Validate client identifying information prints at the top of each page of the document. Click "Print All". Validate client identifying information prints at the top of each page of the document. Click "Close All".	Topics • Console Widget • myAvatar NX Only • NX • Widgets
AV-77729 Summary \| Details Order Entry Console (Orders This Episode section) - 'Give Initial Dose Now' for one-time-only frequency codes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: 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 Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code in the 'New Order' field. Enter "2" in the 'Dose' field Select "Tablet" in the 'Dose Unit' field. Select "Every 14 Days" in the 'Freq' field. Click [Yes] next to 'Give Initial Dose Now'. Set the 'Duration' field to "5" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate that the 'Order grid' contains the new order. Scenario 2: OE NX - Updating From Scratchpad - Skip 1st Dose/ Give Initial Dose Now - First Dose Date/Time - One Time Only Order Code Specific Setup: Two frequency codes must exist. One must exist with multiple hours of administration of "09:00 AM", "03:00 PM", and "09:00 PM". (3 Times A Day) One must exist with only one hour of administration of "08:00 AM" (One Time Only - 8 AM). 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. Please Note: For Testing purposes the current time is between "03:00 PM" and "09:00 PM". Steps Select "Client A" and access the Order Entry Console. Search for and select any pharmacy-type order code in the 'New Order' field. Select "3 Times A Day" in the 'Freq' field. Validate the 'First Dose Date' field is disabled and contains the current date. Validate the 'First Dose Time' field is disabled and contains "09:00 PM". Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Set the 'Duration' field to "11" and click [Days]. Click [Yes] for 'Skip 1st Dose'. Validate the 'First Dose Date' field is disabled and contains tomorrow's date. Validate the 'First Dose Time' field is disabled and contains "09:00 AM". Validate the 'Start Date' field is disabled and contains tomorrow's date. Validate the 'Start Time' field is disabled and contains "09:00 AM". Click [Add to Scratchpad]. Validate the 'Scratchpad' contains the order for "AMBIEN 10 MG TABLET (Schedule IV)1 Tablet, 3 TIMES A DAY". Select the order in the 'Scratchpad'. Validate the 'First Dose Date' field is disabled and contains tomorrow's date. Validate the 'First Dose Time' field is disabled and contains "09:00 AM". Validate the 'Start Date' field is enabled and contains tomorrow's date. Validate the 'Start Time' field is enabled and contains "09:00 AM" Unclick [Yes] for 'Skip 1st Dose'. Validate the 'First Dose Date' field is disabled and contains the current date. Validate the 'First Dose Time' field is disabled and contains "09:00 PM". Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Click [Add to Scratchpad]. Validate the 'Scratchpad' contains the order for "AMBIEN 10 MG TABLET (Schedule IV)1 Tablet, 3 TIMES A DAY". Select the order in the 'Scratchpad'. Validate the 'First Dose Date' field is disabled and contains the current date. Validate the 'First Dose Time' field is disabled and contains "09:00 PM". Validate the 'Start Date' field is enabled and contains the current date. Validate the 'Start Time' field is enabled and contains the current time. Select "One Time Only - 8 AM" from the 'Freq' field. Click [Yes] next to 'Give Initial Dose Now'. Validate that the 'Confirm Dose Times' dialog is not displayed. Validate the 'First Dose Date' field is enabled and contains the current date. Validate the 'First Dose Time' field is enabled and contains the current time. Validate the 'Start Date' field is disabled and contains the same value as the 'First Dose Date' field. Validate the 'Start Time' field is disabled and contains the same value as the 'First Dose Time' field.	Topics • NX • Order Entry Console
AV-77879 Summary \| Details Scheduling Calendar - 'Find New Appointment' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Scheduling Calendar Scheduling Calendar - Find New Appointment Scenario 1: Scheduling Calendar - Find New Appointment Specific Setup: A client must be enrolled in an existing episode. A staff member must have hours defined for the current date. Steps Access the 'Scheduling Calendar' form. Click [Find New Appointment]. Click [T] in the 'Search Start Date' field. Click [Find New Appointment]. Validate a 'Find New Appointment' window is displayed with all available time slots. Select any available slot. Click [OK]. Validate the 'Appointment Details' window is displayed. Validate the 'Appointment Site' field contains the site selected. Validate the 'Appointment Date' field contains the current date. Validate the 'Appointment Start Time' and 'Appointment End Time' fields contain the time selected. Enter the desired client in the 'Client' field. Enter the desired value in the 'Service Code' field. Click [Submit]. Validate the 'Appointment Grid' contains the new appointment. Click [Dismiss].	Topics • myAvatar NX Only • myAvatar/myAvatar NX • NX • Scheduling Calendar • Treatment Plan
AV-77939 Summary \| Details 'Note to Self' widget - Deleting Notes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Note to Self Widget User Definition View Definition Scenario 1: 'Note to Self' widget - Validate the note created, updated, deleted and moved as expected Specific Setup: The 'Note To Self' widget is available on the logged in user's myDay view. Steps Access the 'Note To Self' widget. Click [Add New Note]. Add desired notes in the 'Create a new reminder' field. Click [Save]. Validate the created note displays as expected. Click [Add New Note]. Add desired notes in the 'Create a new reminder' field. Click [Save]. Validate the created note displays as expected. Click [Add New Note]. Add desired notes in the 'Create a new reminder' field. Click [Save]. Validate the created note displays as expected. Select desired note. Click [Edit] and edit as desired. Validate 'Edit' functions as expected. Click [Save]. Validate the updated note displays as expected. Select desired note. Click [Delete]. Validate the note has been deleted. Drag and drop an existing note to a new location. Validate the note moved to desired location. Select the last note. Click [Move selected note to top]. Validate the desired note moves as expected. Select the first note. Click [Move selected note to bottom]. Validate the desired note moves as expected. Select desired note. Click [Move selected note up]. Validate the desired note moves as expected. Select desired note. Click [Move selected note down]. Validate the desired notes moves as expected. Set the 'Search' field to a desired note. Validate 'Search' functions as expected. Clear the 'Search' field. Validate the 'NOTE TO SELF' widget displays all the notes available.	Topics • NX • Widgets
AV-77978 Summary \| Details Order Entry Console (Orders This Episode section) - My Favorites Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: Creating a Dietary order Specific Setup: The ‘Require A Frequency Code on Orders' extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Dietary". A Dietary-type order code must exist. (Order Code A) Please log out of the application and log back in after configuring the above. A client must have an active episode (Client A). Steps Select "Client A" and access the Order Entry Console. Validate the 'New Order' field, the 'Order Type Search Filter' field, the [My Favorites - Star], and the 'My Favorite' link are displayed. Search for and select "Order Code A". Validate the 'Frequency' field is not required. Fill out all required fields. Click [Add to Scratchpad] and [Sign]. Validate that a new order for "Order Code A" is displayed in the 'Order grid'.	Topics • NX • Order Entry Console
AV-77990 Summary \| Details Hover-over messages in the Order Entry Console Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Scenario 1: OE NX - Maximum Width of Hover-over Component 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. A user must be logged into the application that is associated with a Practitioner that can be utilized in the 'Ordering Practitioner' field. (Practitioner A) Steps Select “Client A” and access the Order Entry Console. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "200". Select "MG" from the 'Dose Unit' field. Select "EVERY DAY" from the 'Freq' field. Set the 'Duration' field to "14" and click [Days]. Enter text over 400 characters in length in the 'Addl Instructions' field and click [Add to Scratchpad]. Hover over the first 'Order' column and validate the flyover contains "ADVIL 200 MG TABLET ORAL 200 MG, EVERY DAY". Validate the 'Ordering Practitioner' field contains "Practitioner A" and click [Sign]. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET 200 MG, EVERY DAY". Hover over 'Order Type' and validate the flyover contains "Pharmacy Order#" and the number of the order. Hover over 'Order Details' and validate the flyover contains "ADVIL 200 MG ORAL TABLET 200 MG, EVERY DAY". Hover over 'Addl Instructions' and validate the flyover contains the large amount of text previously entered. Hover over 'Order Status' and validate the flyover contains "Active". Hover over 'Priority' and validate the flyover contains "Routine". Hover over 'Start Date' and validate the flyover contains the current date. Hover over 'Stop Date' and validate the flyover contains a date fourteen days from the 'Start Date'. Hover over 'Ordering Physician' and validate the flyover contains "Physician A". Select the 'Home Medications' tab. Uncheck the 'Client Reported' checkbox. Search for and select "Aveeno Daily Moisturizing Yogurt Body Wash Soap Topical application" from the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Application". Select "TWICE A DAY" from the 'Frequency' field. Validate the 'Route' field contains "Topical application". Validate the 'Diagnosis' field contains "No Entry". Set the 'Days Supply' field to "14" and press Tab. Set the 'Dispense Qty' field to "1". Select "Applicator" from the 'Dispense Qty' field. Validate the 'Directions' field contains "Apply one (1) application topically twice a day" and click [Add to Scratchpad]. Hover over the first 'Order Details' column and validate the flyover contains "Aveeno Daily Moisturizing Yogurt Body Wash Soap Topical application Soap Apply one (1) application topically twice a day (Refills: 0, Dispense Quantity: 1)". Click [Final Review]. Validate the 'Final Review' dialog is displayed. Hover over the 'Order Details' column and validate the flyover contains "Aveeno Daily Moisturizing Yogurt Body Wash Soap Apply one (1) application topically twice a day Days Supply: 14 Number of Refills: 0 Total # of Rx Fills Approved: 1 Dispense Quantity: 1 Applicator Substitution Allowed Written Date: the current date". Select "None" from the 'Output' field and click [Sign]. Validate the 'Order grid' contains an order for "Aveeno Daily Moisturizing Yogurt Body Wash TOPICAL APPLICATION Soap Apply one (1) application topically twice a day (Refills: 0, Disp. Qty: 1 Applicator)" Hover over 'Order Type' and validate the flyover contains "Prescription Rx ID" and the Rx ID number. Hover over 'Order Details' and validate the flyover contains "Aveeno Daily Moisturizing Yogurt Body Wash TOPICAL APPLICATION Soap Apply one (1) application topically twice a day (Refills: 0, Disp. Qty: 1 Applicator)". Hover over 'Order Status' and validate the flyover contains "Active". Hover over 'Start Date' and validate the flyover contains the current date. Hover over 'Stop Date' and validate the flyover contains a date fourteen days from the 'Start Date'. Hover over 'Ordering Physician' and validate the flyover contains "Physician A". Select the 'Admission Reconciliation' tab. Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "Aveeno Daily Moisturizing Yogurt Body Wash TOPICAL APPLICATION Soap Apply one (1) application topically twice a day (Refills: 0, Disp. Qty: 1 Applicator)". Validate the 'Inpatient Medications Scratchpad' contains an order for "ADVIL 200 MG ORAL TABLET 200 MG, EVERY DAY". Hover over 'Order Details' for the order under the 'Home Medications (Pre-Admission)' order grid and validate the flyover contains "Aveeno Daily Moisturizing Yogurt Body Wash TOPICAL APPLICATION Soap Apply one (1) application topically twice a day (Refills: 0, Disp. Qty: 1 Applicator)". Hover over 'Order Details' for the order under the 'Inpatient Medications Scratchpad' and validate the flyover contains "ADVIL 200 MG ORAL TABLET 200 MG, EVERY DAY". Select the 'Discharge Reconciliation' tab. Validate the 'Inpatient Medications' order grid contains an order for "ADVIL 200 MG ORAL TABLET 200 MG, EVERY DAY". Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Aveeno Daily Moisturizing Yogurt Body Wash TOPICAL APPLICATION Soap Apply one (1) application topically twice a day (Refills: 0, Disp. Qty: 1 Applicator)". Hover over 'Order Details' in the 'Inpatient Medications' order grid and validate the flyover contains "ADVIL 200 MG ORAL TABLET 200 MG, EVERY DAY". Hover over 'Addl Instructions' for the order in the 'Inpatient Medications' order grid and validate the flyover contains the large amount of text previously entered. Hover over 'Order Details' in the 'Home Medications Scratchpad (Post-Discharge)' and validate the flyover contains "Aveeno Daily Moisturizing Yogurt Body Wash TOPICAL APPLICATION Soap Apply one (1) application topically twice a day (Refills: 0, Disp. Qty: 1 Applicator)".	Topics • NX • Order Entry Console
AV-77993 Summary \| Details Form Bundler - Episode retention Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Admission (Outpatient) Diagnosis Dynamic Form - Admission - Client Dynamic Form Form Bundler Financial Eligibility Form Bundler (PM) Scenario 1: Form Bundle - Sequential - Retaining Episode Specific Setup: Using the "Forms Bundler" form, set up a sequential forms bundle of 3 forms: The Admission form, Diagnosis form, Financial Eligibility form. Steps Select a test client who has admission, diagnosis and financial eligibility information on file. Open the "Admission" form. Select an existing episode. Click "Edit". Validate the client information in the Client Header, in particular client name and episode are correct. Click "Submit". Open the "Admission (Outpatient)" form. Select an existing episode. Click "Edit". Validate the client information in the Client Header, in particular client name and episode are correct. Click "Submit". Open the sequential forms bundle form. Select an existing episode. Click "Edit". Validate the "Admission" form's client information in the Client Header, in particular client name and episode are correct. Click "Submit". Validate the "Diagnosis" form's client information in the Client Header, in particular client name and episode are correct. Click "Submit". Validate the "Financial Eligibility" form's client information in the Client Header, in particular client name and episode are correct. Click "Submit". Clear the client. Open the sequential forms bundle form. Add an admission record for a new client. Note the episode is 1. Click "Submit". Validate the "Diagnosis" form's client information in the Client Header, in particular client name and episode are correct. Add a diagnosis record for a new client. Click "Submit". Validate the "Financial Eligibility" form's client information in the Client Header, in particular client name and episode are correct. Add a financial eligibility record for a new client. Click "Submit". Scenario 2: Form Bundler - Simultaneous - Retaining Episode Specific Setup: Using the "Forms Bundler" form, set up a simultaneous forms bundle of 3 forms: The Admission form, Diagnosis form, Financial Eligibility form. Steps Select a test client who has admission, diagnosis and financial eligibility information on file. Open the "Admission" form. Select an existing episode. Click "Edit". Validate the client information in the Client Header, in particular client name and episode are correct. Click "Submit". Open the "Admission (Outpatient)" form. Select an existing episode. Click "Edit". Validate the client information in the Client Header, in particular client name and episode are correct. Click "Submit". Open the simultaneous forms bundle form. Select an existing episode. Click "Edit". Validate the "Admission" form's client information in the Client Header, in particular client name and episode are correct. Click "Submit". Validate the "Diagnosis" form's client information in the Client Header, in particular client name and episode are correct. Click "Submit". Validate the "Financial Eligibility" form's client information in the Client Header, in particular client name and episode are correct. Click "Submit". Clear the client. Open the simultaneous forms bundle form. Add an admission record for a new client. Note the episode is 1. Click "Submit". Validate the "Diagnosis" form's client information in the Client Header, in particular client name and episode are correct. Add a diagnosis record for a new client. Click "Submit". Validate the "Financial Eligibility" form's client information in the Client Header, in particular client name and episode are correct. Add a financial eligibility record for a new client. Click "Submit".	Topics • Form Bundles • NX
AV-77995 Summary \| Details 'Quick Actions' widget Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: App Dashboard NX View Definition Quick Actions Page HomeView - Quick Actions widget Patient Health Questionnaire-9 Update Client Data Scenario 1: NX View Definition - Assign 'Quick Actions' to the 'Client Dashboard' Specific Setup: User must be configured in User Definition (User A). User must have access to the 'NX View Definition' form. A client must be admitted to an active episode (Client A). Steps Access the 'NX View Definition' form. Select "User" in the 'User or Role' field. Enter "User A" in the 'Select User' field. Select the desired value in the 'myDay' field. Select the desired value in the 'Client Dashboard' field. Click [Quick Actions]. Select the desired Quick Actions from the 'Select Quick Actions' field (ex. Alerts, Send a To Do, Problem List, PHQ9) Validate that the selected Quick Actions display in assigned field. Drag and drop a quick action to the top of the list. Validate the quick action was visible when dragging and dropping. Click [OK] and [File]. Validate an "Avatar NX View Definition" message is displayed stating "Filed". Click [OK] and close the form. Select "Client A" from the 'My Clients' list and open the 'Client Dashboard'. Validate that the newly added quick actions appear in the 'Quick Actions' widget. Click through all of the 'Quick Action' and validate that each one appears as expected. Click [Close]. Access the 'NX View Definition' form. Select "User" in the 'User or Role' field. Enter "User A" in the 'Select User' field. Select the desired value in the 'myDay' field. Select the desired value in the 'Client Dashboard' field. Click [Quick Actions]. Add the desired additional Quick Actions from the 'Select Quick Actions' field (ex. Smoking Assessment, Heart Rate) Validate that the selected Quick Actions display in assigned field. Click [OK] and [File]. Validate an "Avatar NX View Definition" message is displayed stating "Filed". Click [OK] and close the form. Select "Client A" from the 'My Clients' list and open the 'Client Dashboard'. Validate that the newly added quick actions appear in the 'Quick Actions' widget. Click through all of the 'Quick Action' and validate that each one appears as expected. Click [Close]. Scenario 2: 'Quick Actions' widget - Validating 'Draft' assessment of the 'Patient Health Questionnaire-9' form Specific Setup: The 'Quick Actions' widget must be on the user's myDay view. The 'Patient Health Questionnaire-9' Quick Action is assigned to the user in 'NX View Definition' form. Steps Select a client and navigate to the 'Quick Actions' widget. Navigate to the 'Patient Health Questionnaire-9' quick action. Click [Add]. Select the desired episode in the 'Episode' field. Set the 'Assessment Date' to the desired date. Set the 'Assessment Practitioner' to the desired practitioner. Select "Draft" in the 'Assessment Status' field. Select the desired value in the '1) Little interest or pleasure in doing things' field. Select the desired value in the '2) Feeling down, depressed, or hopeless' field. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field. Select the desired value in the '4) Feeling tired or having little energy' field. Select the desired value in the '5) Poor appetite or overeating' field. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field. Click [Save]. Verify the action completes successfully. Validate the Patient Health Questionnaire-9 item contains PHQ9 last score and last filed date/time. Scenario 3: 'Quick Actions' widget - Validating 'Final' assessment of the 'Patient Health Questionnaire-9' form Specific Setup: The 'Quick Actions' widget must be on the user's myDay view. The 'Patient Health Questionnaire-9' quick action is assigned to the user in 'NX View Definition'. Steps Select a client and navigate to the 'Quick Actions' widget. Navigate to the 'Patient Health Questionnaire-9' quick action. Click [Add]. Select the desired episode in the 'Episode' field. Set the 'Assessment Date' to the desired date. Set the 'Assessment Practitioner' to the desired practitioner. Select "Draft" from the 'Assessment Status' field. Select the desired value in the '1) Little interest or pleasure in doing things' field. Select the desired value in the '2) Feeling down, depressed, or hopeless' field. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field. Select the desired value in the '4) Feeling tired or having little energy' field. Select the desired value in the '5) Poor appetite or overeating' field. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field. Click [Save]. Verify the action completes successfully. Validate the 'Patient Health Questionnaire-9' item contains the PHQ9 last score and last filed date/time. Scenario 4: Validate accessing various 'Quick Actions' from the 'Client Dashboard' Specific Setup: A client must be admitted to an active episode (Client A). 'Update Client Data', 'Smoking Assessment', and 'Problem List' Quick Actions must be assigned to the user in the 'NX View Definition' form. Steps Select "Client A" and launch the 'Client Dashboard'. Navigate to the 'Quick Actions' widget. Click [Update Client Data - Add]. Click outside of the 'Update Client Data' dialog. Validate the dialog is fixed and centered in the screen. Populate the required and desired fields. Click [Save]. Click [Smoking Assessment - Add]. Click outside of the 'Smoking Assessment' dialog. Validate the dialog is fixed and centered in the screen. Populate the required fields. Click [Save]. Click [Problems List - Add]. Click outside of the 'Problems List' dialog. Validate the dialog is fixed and centered in the screen. Populate the required and desired fields. Click [Save]. Close the 'Client Dashboard'. Scenario 5: Validate accessing and filing 'Oxygen' Quick Action from the 'Client Dashboard' Specific Setup: A client must be admitted to an active episode (Client A). The 'Oxygen' Quick Action must be assigned to the logged in user in the 'NX View Definition' form. Steps Select "Client A" and launch the 'Client Dashboard'. Navigate to the 'Oxygen' Quick Action and click [Add]. Validate the dialog is fixed and centered in the screen. Enter "asd" in the 'Oxygen' field. Click outside of the dialog. Validate an 'Error' message is displayed stating "Oxygen Saturation must be a whole number no more than three digits long." Click [OK]. Enter "80" in the 'Oxygen' field. Click [Save]. Navigate to the 'Oxygen' Quick Action and validate data has been saved. Close the 'Client Dashboard'.	Topics • myAvatar NX Only • NX
AV-78030 Summary \| Details OE NX - Discharge Med Reconciliation - Hold in Pending Status Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Scenario 1: OE NX - Discharge Med Reconciliation - Vitamin order - DC, Hold in Pending Status, Active and Reconcile Specific Setup: Two clients must each have an active inpatient episode. (Client A and Client B) “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 Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Validate the 'Client Reported' checkbox is checked. Search for and select "Vitamin A" in the 'New Order' Field and click [Save]. Validate the 'Order grid' contains an order for "Vitamin A". Click the 'Discharge Reconciliation' tab. Validate the 'Discharge Medications Scratchpad' contains an order for "Vitamin A". Select the "Vitamin A" order and click [D/C]. Validate the "Vitamin A" order contains "D/C" in the 'Discharge Medications Scratchpad'. Click [Hold in Pending Status]. Validate the 'Discharge Medications Scratchpad' is in view-only mode. Click the 'Orders This Episode' tab. Click the 'myDay' tab Select "Client B" in the 'My Clients' widget. Click the 'Orders' tab Select "Client A" in the 'My Clients' widget. Click the 'Discharge Reconciliation' tab. Click [Activate & Reconcile]. Validate the 'Discharge Medications Scratchpad' is in view-only mode.	Topics • NX • Order Entry Console
AV-78054 Summary \| Details Order Entry Console (Orders This Episode section) - 'Start Date' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Frequency Code Setup Orders This Episode Scenario 1: OE NX - Orders This Episode - One-Time Only order with administration time Specific Setup: A One-Time Only frequency code must be configured with an administration time of 11:59 PM via the 'Frequency Code Setup' form. (One Time Only) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field. Set the 'Dose' field to "1" and press Tab. Select "TABLET" in the 'Dose Unit' field. Select "One Time Only at 11:00 PM" in the 'Freq' field. Validate the 'Duration' field contains "1". Validate the 'Start Date' field is disabled and contains the current date. Validate the 'Start Time' field is disabled and contains "11:00 PM". Validate the 'Stop Date' field contains a date that is one day in the future of the current date. Validate the 'Stop Time' field contains a time that is one minute prior to the current time. Click [Add to Scratchpad] and [Sign]. Validate the 'interaction' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 TABLET, One Time Only at 11:00 PM". Scenario 2: OE NX - Order Group - One Time Only Frequency - Custom Administration Time Specific Setup: An order group (Order Group A) must have two order codes (Order Code A and Order Code B) configured with a "One Time Only" frequency code and a default duration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" from the 'New Order' field. Validate the 'Order Group' dialog displays and contains "Order Code A" and "Order Code B". Check the checkbox next to "Order Code A". Validate the 'Dose' field contains "1". Validate the 'Dose Unit' field contains "Tablet". Validate the 'Frequency' field contains "One Time Only at 11:00 PM". Validate the 'Duration' field contains "1" and that [Days] is selected. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the 11:00 PM. Validate the 'Stop Date' field contains a date that is 1 day in the future of the 'Start Date'. Validate the 'Stop Time' field contains a time that is one minute prior to the current time. Check the checkbox next to "Order Code B". Validate the 'Dose' field contains "1". Validate the 'Dose Unit' field contains "Tablet". Validate the 'Frequency' field contains "ONE TIME ONLY". Set the 'Duration' field to "1" and click [Days]. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Validate the 'Stop Date' field contains a date that is 1 day in the future of the 'Start Date'. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'. Set the 'Duration' field to "48" and click [Hours]. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Validate the 'Stop Date' field contains a date that is 2 days in the future of the 'Start Date'. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'. Validate the 'Duration' field contains "48" and click [Minutes]. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Validate the 'Stop Date' field contains the current date. Validate the 'Stop Time' contains a time that is 48 minutes in the future of the 'Start Time'. Set the 'Duration' field to "1" and click [Days] Click [Custom]. Set the 1st 'Scheduled Administration Time' field to "9" and press Tab. Validate a message displays stating "Invalid time format. Enter as either HH:MM AM, HH:MM PM or HHMM military time. (Midnight is 0000 hours.)" and click [OK]. Set the 1st 'Scheduled Administration Time' field to "0900" and click [Save]. Set the 'Duration' field to "2" and press Tab. Validate the 'Start Date' field contains tomorrow's date. Validate the 'Start Time' field contains "09:00 AM". Validate the 'Stop Date' field contains a date that is 2 days in the future of the 'Start Date'. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'. Click [Add to Scratchpad]. Select "Order Code A" from the 'Scratchpad'. Validate the 'First Dose Date' field is equal to the next available date based on the 'Scheduled Administration Time'. Validate the 'First Dose Time' field is equal to "11:00 PM". Click [Update Order]. Select "Order Code B" from the 'Scratchpad'. Validate the 'First Dose Date' field is equal to tomorrow's date. Validate the 'First Dose Time' field is equal to "09:00 AM". Click [Update Order] and [Sign]. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains an order for "Order Code A 1Tablet, ONE TIME ONLY, 11:00 PM" and "Order Code B 1Tablet, ONE TIME ONLY, 09:00 AM".	Topics • NX • Order Entry Console
AV-78103 Summary \| Details Manage Observer Caseload; Nursing Caseload Assignment; Attending Practitioner Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Manage Observer Caseload Nursing Caseload Assignment Scenario 1: Manage Observer Caseload - Adding client to Caseload Steps Open the "Manage Observer Caseload. Select the user currently logged in as. Add a client to the caseload. Click the "Upload Caseload" button. Validate the user is added to the MyClients pane on the left. Using the preferred method to validate SQL tables, validate a row was added for the client/user in the CWS SYSTEM.RADplus_caseload table. Scenario 2: Nursing Caseload Assignment - Adding Client to Caseload Steps Open the "Nursing Caseload Assignment" form. Select a unit in the "Select Clients From Unit" dropdown. Click on a client that isn't already in the user's caseload. Click the "Move Selected Clients to Current Caseload" button. Validate the "Current Caseload" text includes the client to be added to the user's caseload. Click the "Submit" button. Validate the client added to the user's caseload appears in the "myClients" pane on the left.	Topics • My Clients • NX • Practitioner
AV-78161 Summary \| Details Avatar NX - text color of buttons Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Diagnosis Quick Actions Page Treatment Plan Scenario 1: Hover over various buttons in Forms/Widgets/Dialogs and validate the text color Specific Setup: Client must be enrolled in an existing episode (Client A). "Client A" must have a 'Treatment Plan' saved in "Draft" status. Must have 'Quick Actions' and 'Coming In Today' widget enabled on the myDay view. Steps Select "Client A" and navigate to the 'Quick Actions' widget. Hover over various buttons and verify the text remains white. Navigate to 'Coming In Today' widget. Hover over various buttons and verify the text remains white. Navigate through various views. Hover over various buttons and verify the text remains white. Select "Client A" and access the 'Diagnosis' form and select desired episode. Hover over various buttons and verify the text remains white. Close the form. Select "Client A" and access the 'Treatment Plan' form and select desired episode. Hover over various buttons and verify the text remains white. Select desired plan and click [Edit]. Hover over various buttons and verify the text remains white. Click [Launch Plan] and [Problem]. Hover over various buttons and verify the text remains white. Click [Return to Plan] and [OK]. Close the form.	Topics • NX