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Avatar NX User Interface Update 2022.04.00.03 Server Acceptance Tests

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AV-76554 Summary | Details
OE NX - NPO (Nothing by Mouth) after Midnight to Discontinue Orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Order Group Setup
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - Orders are automatically discontinued based on Order Types by creating an order via 'My Favorites' and Order groups and when copying and modifying an existing NPO order
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A value must exist in the Order Entry Tabled Files '(505) Discontinue Reason Code' dictionary under 'Avatar CWS'.
  • An order code must exist where "Dietary-oral" is selected in the 'Automatic Discontinuation of Order Types' field and where a value is selected in the 'Discontinue Reason for Automatic Discontinuation' field. (NPO)
  • The 'NPO' order code must exist in 'My favorites'.
  • An Order Group must exist that contains the "NPO" order code and a pharmacy-type order code. (Order Group A)
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select a dietary-oral type order code in the 'New Order' field.
  3. Set the 'Duration' field to any value and click [Days].
  4. Click [Add to Scratchpad] and [Sign].
  5. Validate that the 'Order grid' contains the dietary-oral order.
  6. Click 'My Favorites' and select the "NPO(Nothing By Mouth)" order code.
  7. Click [Add to Scratchpad].
  8. Validate a message is displayed stating that the dietary-oral order would be discontinued and Do you want to continue?" and click [Yes].
  9. Validate the 'Scratchpad' contains the dietary-oral order with an 'Action' of "DC" and the "NPO(Nothing By Mouth)" order with an 'Action' of "ADD" with a red flag.
  10. Select the "NPO(Nothing By Mouth)" order and fill out all required fields and click [Update Order] and [Sign].
  11. Validate that the 'Order grid' contains the "NPO(Nothing By Mouth)" order.
  12. Select the order and click [D/C], [Add to Scratchpad], and [Sign].
  13. Search for and select a dietary-oral order in the 'New Order' field.
  14. Set the 'Duration' field to any value and click [Days].
  15. Click [Add to Scratchpad] and [Sign].
  16. Validate that the 'Order grid' contains an order for "Low Sodium Diet".
  17. Search for and select "Order Group A" in the 'New Order' field.
  18. Select both order codes and click [Add to Scratchpad].
  19. Validate a message is displayed stating that the dietary-oral order would be discontinued and Do you want to continue?" and click [Yes].
  20. Validate the 'Scratchpad' contains the dietary-oral order with an 'Action' of "DC", the pharmacy-type order and the "NPO(Nothing By Mouth)" order with an 'Action' of "ADD" with a red flag for both orders.
  21. Select the pharmacy-type order and fill out all required fields and click [Update Order].
  22. Select the "NPO(Nothing By Mouth)" order and fill out all required fields and click [Update Order].
  23. Click [Sign].
  24. Validate that the 'Interactions' dialog is displayed.
  25. Override all interactions and click [Save Override and Exit].
  26. Validate that the 'Order grid' contains an order for "NPO(Nothing By Mouth)" and the pharmacy-type order.
  27. Select both orders and click [D/C], [Add to Scratchpad], and [Sign].
  28. Search for and select a dietary-oral type order code in the 'New Order' field.
  29. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  30. Validate that the 'Order grid' contains the dietary-oral order.
  31. Select "Discontinued" from the 'Status' field.
  32. Select the Discontinued "NPO(Nothing By Mouth)" in the 'Order grid' and click [Copy].
  33. Validate a message is displayed stating that the dietary-oral order would be discontinued and Do you want to continue?" and click [Yes].
  34. Select "Active" from the 'Status' field and click [Add to Scratchpad] and [Sign].
  35. Validate that the 'Order grid' contains an order for "NPO(Nothing By Mouth)".
  36. Search for and select a dietary-oral type order code in the 'New Order' field.
  37. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  38. Validate that the 'Order grid' contains the dietary-oral order and the "NPO(Nothing By Mouth)" order.
  39. Select the "NPO(Nothing By Mouth)" and click [Copy].
  40. Validate a message is displayed stating that the dietary-oral order would be discontinued and Do you want to continue?" and click [Yes].
  41. Click [Add to Scratchpad] and [Sign].
  42. Validate that the 'Interactions' dialog is displayed.
  43. Override all interactions and click [Save Override and Exit].
  44. Validate that the 'Order grid' contains two orders for "NPO(Nothing By Mouth)".
  45. Select the first "NPO(Nothing By Mouth)" order and click [D/C], [Add to Scratchpad], and [Sign].
  46. Search for and select a dietary-oral type order code in the 'New Order' field.
  47. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  48. Validate that the 'Order grid' contains the dietary-oral order and the "NPO(Nothing By Mouth)" order.
  49. Select the "NPO(Nothing By Mouth)" order and click [Modify].
  50. Validate a message is displayed stating that the dietary-oral order would be discontinued and Do you want to continue?" and click [Yes].
  51. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  52. Validate that the 'Interactions' dialog is displayed.
  53. Override all interactions and click [Save Override and Exit].
  54. Validate that the 'Order grid' contains an order for "NPO(Nothing By Mouth)".
Scenario 2: OE NX - NPO (Nothing by Mouth) order to discontinue Dietary Orders after Midnight
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Order Code Setup' form.
  2. Select "Add New Code" from the 'Add/Edit Order Code' field.
  3. Set the 'New Order Code' field to "NPO" and press [Tab].
  4. Set the 'Order Code Description' field to "NPO - Nothing by Mouth".
  5. Select "Dietary" from the 'Order Type' field.
  6. Select all "Dietary" Order Types from the 'Automatic Discontinuation of Order Types' field.
  7. Select "As per Doctor' request" from the 'Discontinue Reason for Automatic Discontinuation' field.
  8. Set the 'Future Start Time' field to "0000" and click [Submit].
  9. Validate a message is displayed that states: "Order Code Setup has completed. Do you wish to return to form?" and click [No].
  10. Select "Client A" and access the Order Entry Console.
  11. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  12. Set the 'Dose' field to "1".
  13. Select "TABLET" from the 'Dose Unit' field.
  14. Select "DAILY" from the 'Frequency' field.
  15. Set the 'Duration' field to "14" and click [Days].
  16. Click [Add to Scratchpad] and [Sign].
  17. Search for and select "LOW SODIUM DIET" from the 'New Order' field.
  18. Select "TWICE A DAY" from the 'Frequency' field.
  19. Set the 'Duration' field to "14" and click [Days].
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the 'Order grid' contains an order for "LOW SODIUM DIET TWICE A DAY" and "ADVIL 200 MG ORAL TABLET 1 TABLET, DAILY".
  22. Search for and select "NPO - Nothing by Mouth" from the 'New Order' field.
  23. Validate a message is displayed that states: "The following orders will be discontinued when this order is placed: LOW SODIUM DIET. Do you want to continue?" and press [Yes].
  24. Select "Continuous" from the 'Frequency' field.
  25. Select "For client safety" from the 'Reason' field.
  26. Set the 'Duration' field to "1" and click [Days].
  27. Validate the 'Start Date' field contains tomorrow's date.
  28. Validate the 'Start Time' field contains "12:00 AM".
  29. Validate the 'Stop Date' field contains tomorrow's date.
  30. Validate the 'Stop Time' field contains "11:59 PM".
  31. Click [Add to Scratchpad].
  32. Validate the Scratchpad contains an order for "LOW SODIUM DIET TWICE A DAY" and "NPO - Nothing by Mouth Continuous".
  33. Select the "LOW SODIUM DIET TWICE A DAY" order.
  34. Validate the 'Discontinue Date' field contains tomorrow's date.
  35. Validate the 'Discontinue Time' field contains "12:00 AM".
  36. Validate the 'Discontinue Reason' field contains "As per Doctor' request".
  37. Click [Cancel Update].
  38. Select the "NPO - Nothing by Mouth Continuous" order.
  39. Set the 'Start Date' field to the current date.
  40. Set the 'Start Time' field to the current time.
  41. Click [Update Order].
  42. Select the "LOW SODIUM DIET TWICE A DAY" order.
  43. Validate the 'Discontinue Date' field contains the current date.
  44. Validate the 'Discontinue Time' field contains the current time.
  45. Click [Cancel Update] and [Sign].
  46. Validate the 'Order grid' no longer contains an order for "LOW SODIUM DIET TWICE A DAY"
  47. Validate the 'Order grid' contains an order for "NPO - Nothing by Mouth Continuous" and "ADVIL 200 MG ORAL TABLET 1 TABLET, DAILY".
Topics
• NX • Order Entry Console
AV-78661 Summary | Details
Reason field - Order Entry Console - Order Group
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Order Entry Console
  • Dictionary Update (CWS)
Scenario 1: OE NX - Orders This Episode - Multiple Reasons and Reason Text - New Order, Modify, Copy and D/C
Specific Setup:
  • The ‘Enable Multiple Reasons at Order Entry’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Imaging".
  • Must have three 'Reason Codes' defined in the 'Dictionary Update' form for 'Order Entry Tabled Files '(504)Reason Code Setup''. (Reason A) (Reason B)(Reason C).
  • A client must have an active episode.(Client A).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search and select "CAT SCAN (CS)" in the 'New Order' field.
  3. Select "AS NEEDED" from the 'Frequency' field.
  4. Click [Reason - View].
  5. Validate that the 'Multiple Reason Checklist' dialog is displayed.
  6. Check "Reason A", "Reason B", and "Reason C" in 'Reasons'.
  7. Validate that "Reason A", "Reason B", and "Reason C" are displayed in 'Reasons Selected'.
  8. Click [Save].
  9. Set the 'Reason Text' field to "TEST".
  10. Set the 'Duration' field to "2" and click [Days].
  11. Click [Add to Scratchpad] and [Sign].
  12. Validate the 'Order grid' contains an order for "CAT SCAN Reason: Reason A // Reason B // Reason C -- TEST".
  13. Select the order created and click [Modify].
  14. Click [Reason - View].
  15. Validate that the 'Multiple Reason Checklist' dialog is displayed.
  16. Validate that "Reason A", "Reason B", and "Reason C" are selected in 'Reasons' and also appear in 'Reasons Selected'.
  17. Click [Cancel].
  18. Validate that 'Reason Text' is required and contains "TEST".
  19. Click [Add to Scratchpad] and [Sign].
  20. Validate the 'Order grid' contains a new order for "CAT SCAN Reason: Reason A // Reason B // Reason C -- TEST".
  21. Select the order and click [Copy].
  22. Click [Reason - View].
  23. Validate that the 'Multiple Reason Checklist' dialog is displayed.
  24. Validate that "Reason A", "Reason B", and "Reason C" are selected in 'Reasons' and also appear in 'Reasons Selected'.
  25. Click [Cancel].
  26. Validate that 'Reason Text' is required and contains "TEST".
  27. Click [Add to Scratchpad] and [Sign].
  28. Validate the 'Order grid' contains a new order for "CAT SCAN Reason: Reason A // Reason B // Reason C -- TEST".
  29. Select both "CAT SCAN" orders and click [D/C].
  30. Click [Add to Scratchpad] and [Sign].
  31. Validate the 'Order grid' does not contain any orders for "CAT SCAN".
Scenario 2: OE NX - Admission Med Reconciliation - Reason/Reason Text
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3".
  • 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.
  • Must have a 'Reason Code' defined in the 'Dictionary Update' form for 'Order Entry Tabled Files '(504)Reason Code Setup'' with the 'Require Reason Text With This Reason Code' extended attribute set to "No". (Reason Code A)
  • A client must have an active episode.(Client A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Click 'Home Medications'.
  3. Set the 'New Order' field to "ALPRAZolam 0.5 MG Tablet Oral (Schedule IV)".
  4. Validate that the 'Client Reported' checkbox is checked.
  5. Set the 'Dose' field to "1".
  6. Validate that the 'Dose Unit' field contains "Tablet".
  7. Select "As Needed" in the 'Frequency' field.
  8. Select "Reason Code A" in the 'Reason' field.
  9. Validate the 'Reason Text' is not required.
  10. Set the 'Reason Text' to "Test"
  11. Click [Save].
  12. Access the 'Admission Reconciliation' tab.
  13. Validate that 'Home Medications (Pre-Admission)' contains the client reported order for "ALPRAZolam" with "Reason: Reason Code A - Test".
  14. Select the "ALPRAZolam" order and click [Add to Scratchpad].
  15. Validate that the order is displayed in the 'Inpatient Medications Scratchpad' and that the 'Reason' and 'Reason Text' are displayed in 'Order Details'.
  16. Set the New Order field to "DROXIA (HYDROXYUREA) 300 MG CAPSULE ORAL".
  17. Set the 'Dose' field to "1".
  18. Set the 'Dose Unit' field to "Tablet".
  19. Select "EVERY DAY" from the 'Freq' field.
  20. Validate the 'Reason Text' field exists.
  21. Select "Reason Code A" in the 'Reason' field.
  22. Validate the 'Reason Text' is not required.
  23. Set the 'Reason Text' field to Test [Line break] Test [Line break] Test.
  24. Set the 'Duration' field to "12" and click [Day].
  25. Click [Add to Scratchpad].
  26. Validate that the order for "DROXIA (HYDROXYUREA) 300 MG CAPSULE' with 'Reason: Reason Code A - Test Test Test" appears in the 'Inpatient Medications Scratchpad'.
Scenario 3: OE NX - Discharge Med Reconciliation - Reason/Reason Text
Specific Setup:
  • Avatar CareFabric 2021 Update 32, OrderConnect 18.2 and myAvatar NX Client Release 2021.04.01 must also be installed in order to enable this functionality.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3"
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Set the 'New Order' field to "CEFACLOR (2962) 250 MG CAPSULE ORAL".
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Capsule".
  5. Select "Every Day" in the 'Freq' field.
  6. Select "As per Doctor's request" in the 'Reason' field.
  7. Set the 'Reason Text' field to "This is the reason text".
  8. Set the 'Duration' to "28" and click [Days].
  9. Validate the 'Days Supply' field contains "28"
  10. Validate the 'Dispense Qty' field contains "28".
  11. Select "Capsule" in the 'Dispense Qty Unit' field.
  12. Click [Add to Scratchpad] and [Final Review]
  13. Validate the 'Interaction' dialog is displayed.
  14. Override all interactions and click [Save Override and Exit].
  15. Validate the 'Final Review' dialog is displayed and click [Sign].
  16. Validate the 'Order grid' contains an order for "CEFACLOR (2962) 250 MG CAPSULE ORAL" with "Reason: As per Doctor's Request - This is the reason text".
  17. Select the 'Discharge Med Reconciliation' tab.
  18. Validate that 'Inpatient Medications' contains an order for "CEFACLOR (2962) 250 MG CAPSULE ORAL" with "Reason: As per Doctor's Request - This is the reason text".
  19. Select the order and click [Add to Scratchpad].
  20. Validate the order for "CEFACLOR" is displayed in the 'Home Medications Scratchpad (Post-Discharge)'.
  21. Select the order.
  22. Validate the 'Dose' field contains "1".
  23. Validate the 'Dose Unit' field contains "Capsule".
  24. Validate the 'Frequency" field contains "Every Day".
  25. Validate the 'Diagnosis' field contains "No Entry".
  26. Validate the 'Reason' field contains "As per Doctor's request".
  27. Validate the 'Reason Text' field contains "This is the reason text".
  28. Set the 'Days Supply' field to "30".
  29. Validate the 'Dispense Qty' field contains "30".
  30. Validate the 'Dispense Qty Unit' field contains "Capsule".
  31. Click [Update Order].
  32. Set the 'New Order' field to "PriLOSEC 20 MG Capsule, Delayed Release Oral".
  33. Set the 'Dose' field to "1".
  34. Validate the 'Dose Unit' field contains "Capsule".
  35. Select "Every Day" in the 'Frequency' field.
  36. Select 'No Entry" in the 'Diagnosis' field.
  37. Select "For agitation" in the 'Reason' field.
  38. Set the 'Reason Text' field to "To help with heartburn".
  39. Set the 'Days Supply' field to "30".
  40. Validate the 'Dispense Qty' field contains "30".
  41. Validate the 'Dispense Qty Unit' field contains "Capsule".
  42. Click [Add to Scratchpad] and [Review and Sign].
  43. Validate the 'Final Review' dialog is displayed and click [Sign].
Scenario 4: OE NX - Order Group - Default Reason/Text
Specific Setup:
  • An Order Group (Order Group A) must have a pharmacy-type order (Order A) with a default 'Reason' (Reason A) and default 'Reason Text' "Testing" filed in the 'Order Group Setup' form
  • An Order Group (Order Group A) must have an Imaging-type order (Order B) in the 'Order Group Setup' form
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" from the 'New Order' field.
  3. Select "Order A" from the 'Order Group' dialog.
  4. Select "Order B" from the 'Order Group' dialog.
  5. Select the 'Reason' field and select multiple reasons.
  6. Set the 'Reason Text' field to "Testing".
  7. Click [Add to Scratchpad].
  8. Select "Order A" from the 'Scratchpad'.
  9. Set the 'Dose' field.
  10. Set the 'Dose Unit' field".
  11. Set the 'Freq' field.
  12. Validate the 'Reason' field is equal to "Reason A".
  13. Validate the 'Reason Text' field is equal to "Testing".
  14. Set the 'Duration' field to "5", click [Days], [Update Order] and [Sign].
  15. Validate the 'Order grid' contains the orders for "(Order B) Reason: As per Doctor's request // For agitation -- Testing" and "(Order A) Reason: Reason A -- Testing".
Topics
• NX • Order Entry Console
AV-78664 Summary | Details
Home Medications - Reported Source Text
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Home Medications
  • Orders This Episode
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
  1. Select "Client A" and access the Order Entry Console.
  2. Access the 'Home Medications' tab.
  3. Validate the 'Reported' checkbox is checked.
  4. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
  5. Select "Other Physician" from the 'Reported Source field'.
  6. Set the 'Reported Source Text' field to "Testing Reported Source Text".
  7. Click [Save].
  8. Validate the 'Order grid' contains "Advil - 200 MG, TAB, PO Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  9. Select the 'Discharge Med Reconciliation' tab.
  10. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains "Advil - 200 MG, TAB, PO Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported".
  11. Hover over the "Advil - 200" order and validate "Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported"" is displayed.
  12. Search for and select "Zubsolv 5.7 MG-1.4 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
  13. Set the 'Dose' field to "1".
  14. Validate the 'Dose Unit' field contains "Tablet".
  15. Select "As Needed" in the 'Frequency' field.
  16. Set the 'Days Supply' field to "20" and press Tab.
  17. Validate the 'Dispense Qty' field contains "20".
  18. Validate the 'Dispense Qty Unit' field contains "Tablet".
  19. Click [Add to Scratchpad]
  20. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  21. Select the order "Advil - 200 MG" and click [Continue].
  22. Click [Hold in Pending Status].
  23. Select the 'Orders This Episode' tab.
  24. Select the 'Discharge Med Reconciliation' tab.
  25. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  26. Select the 'Home Medications' tab.
  27. Select the 'Discharge Med Reconciliation' tab.
  28. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  29. Select the 'Admission Med Reconciliation' tab.
  30. Select the 'Discharge Med Reconciliation' tab.
  31. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  32. Click [Edit Pending Reconciliation]
  33. 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].
  34. Select "Client B" and access the Order Entry Console.
  35. Select the 'Discharge Med Reconciliation' tab.
  36. Select "Client A" and access the Order Entry Console.
  37. Select the 'Discharge Med Reconciliation' tab.
  38. 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].
  39. Select the order for "Zubsolv" and click [Undo].
  40. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order for "Advil".
Scenario 2: OE NX - Admission Med Rec - Edit Pending Reconciliation - Hold in Pending Status, Active and Reconcile
Specific Setup:
  • The 'Default to Client Reported' checkbox is checked for the logged in user in the 'Order Entry User Definition' form.
  • 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 filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "TYLENOL 325 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Click the 'Dose Unit' field.
  5. Select "TABLET" from the 'Dose Unit' field.
  6. Select "4 TIMES A DAY" from the 'Freq' field.
  7. Set the 'Duration' field to "12" and click [Days].
  8. Validate the 'Days Supply' field contains "12".
  9. Select "Tablet" from the 'Dispense Qty Unit' field.
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains the order for "TYLENOL 325 MG ORAL 1 TABLET, 4 TIMES A DAY".
  12. Click the 'Home Medications' tab.
  13. Check the 'Reported' checkbox.
  14. Search for and select "PriLOSEC 20 MG Capsule, Delayed Release Oral" in the 'New Order' field.
  15. Set the 'Dose' field to "1".
  16. Select "AS NEEDED" from the 'Frequency' field.
  17. Select "Client Reported" from the 'Reported Source field'.
  18. Set the 'Reported Source Text' field to "Testing Reported Source Text".
  19. Click [Save].
  20. Validate the 'Order grid' contains the order for "PriLOSEC - 20 MG Take one (1) capsule by mouth as needed Reported Source: Client Reported Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  21. Click the 'Admission Reconciliation' tab.
  22. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "PriLOSEC - 20 MG Take one (1) capsule by mouth as needed Reported Source: Client Reported Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  23. Hover over the "PriLOSEC - 20 MG" order and validation "Reported Source: Client Reported Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported"" is displayed.
  24. Validate the 'Inpatient Medications Scratchpad' contains the order for "TYLENOL 325 MG ORAL 1 TABLET, 4 TIMES A DAY".
  25. Select the order in the 'Home Medications (Pre-Admission)' and click [Add to Scratchpad].
  26. Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 20 MG CAPSULE, DELAYED RELEASE ORAL20 MG, AS NEEDED".
  27. Validate the 'Action' cell for the "PRILOSEC 20 MG CAPSULE" order contains a red flag.
  28. Select the "PRILOSEC 20 MG CAPSULE" order from the 'Inpatient Medications Scratchpad'.
  29. Select "Other" from the 'Preferred Dose' field.
  30. Set the 'Dose' field to "1".
  31. Click the 'Dose Unit' field.
  32. Select "Capsule" from the 'Dose Unit' field.
  33. Validate the 'Freq' field contains "AS NEEDED".
  34. Set the 'Duration' field to "15" and click [Days].
  35. Validate the 'Days Supply' field contains "15"
  36. Select "Capsule" from the 'Dispense Quantity Unit' field
  37. Click [Reason-View].
  38. Validate the 'Multiple Reason Checklist' dialog is displayed.
  39. Select any value in the 'Reasons' field and click [Save].
  40. Click [Update Order].
  41. Validate the 'Action' cell for the "PRILOSEC 20 MG CAPSULE" order does not contain a red flag.
  42. Validate [Reconcile & Sign] is enabled.
  43. Click [Hold in Pending Status].
  44. Validate the 'Interactions' dialog is displayed.
  45. Override all interactions and click [Save Override and Exit].
  46. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  47. Validate the [Activate for Reconciliation] is enabled.
  48. Click the 'Home Medications' tab.
  49. Click the 'Admission Reconciliation' tab.
  50. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  51. Click [Edit Pending Reconciliation].
  52. Validate the 'Warning' message is displayed stating "Admission Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [OK].
  53. Validate [Reconcile & Sign] is enabled.
  54. Search for and select "BAYER ASPIRIN CHILDREN'S, 81 MG TABLET, CHEWABLE ORAL" in the 'New Order' field.
  55. Set the 'Dose' field to "1".
  56. Select "TABLET" from the 'Dose Unit' field.
  57. Select "3 TIMES A DAY" from the 'Freq' field.
  58. Set the 'Duration' field to "48".
  59. Click [Hours].
  60. Validate the 'Days Supply' field contains "2".
  61. Select "Tablet" from the 'Dispense Quantity Unit' field.
  62. Click [Add to Scratchpad].
  63. Validate the 'Inpatient Medications Scratchpad' contains order for "BAYER ASPIRIN CHILDREN'S 81 MG TABLET, CHEWABLE ORAL1 TABLET, 3 TIMES A DAY".
  64. Validate [Reconcile & Sign] is enabled.
  65. Click [Hold in Pending Status].
  66. Validate the 'Interactions' dialog is displayed.
  67. Override all interactions and click [Save Override and Exit].
  68. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  69. Validate the [Activate for Reconciliation] is enabled.
  70. Click [Activate for Reconciliation].
  71. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console
AV-79288 Summary | Details
Home Medications - Client Reported
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Home Medications
  • Orders This Episode
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
  1. Select "Client A" and access the Order Entry Console.
  2. Access the 'Home Medications' tab.
  3. Validate the 'Reported' checkbox is checked.
  4. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
  5. Select "Other Physician" from the 'Reported Source field'.
  6. Set the 'Reported Source Text' field to "Testing Reported Source Text".
  7. Click [Save].
  8. Validate the 'Order grid' contains "Advil - 200 MG, TAB, PO Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  9. Select the 'Discharge Med Reconciliation' tab.
  10. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains "Advil - 200 MG, TAB, PO Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported".
  11. Hover over the "Advil - 200" order and validate "Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported"" is displayed.
  12. Search for and select "Zubsolv 5.7 MG-1.4 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
  13. Set the 'Dose' field to "1".
  14. Validate the 'Dose Unit' field contains "Tablet".
  15. Select "As Needed" in the 'Frequency' field.
  16. Set the 'Days Supply' field to "20" and press Tab.
  17. Validate the 'Dispense Qty' field contains "20".
  18. Validate the 'Dispense Qty Unit' field contains "Tablet".
  19. Click [Add to Scratchpad]
  20. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  21. Select the order "Advil - 200 MG" and click [Continue].
  22. Click [Hold in Pending Status].
  23. Select the 'Orders This Episode' tab.
  24. Select the 'Discharge Med Reconciliation' tab.
  25. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  26. Select the 'Home Medications' tab.
  27. Select the 'Discharge Med Reconciliation' tab.
  28. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  29. Select the 'Admission Med Reconciliation' tab.
  30. Select the 'Discharge Med Reconciliation' tab.
  31. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  32. Click [Edit Pending Reconciliation]
  33. 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].
  34. Select "Client B" and access the Order Entry Console.
  35. Select the 'Discharge Med Reconciliation' tab.
  36. Select "Client A" and access the Order Entry Console.
  37. Select the 'Discharge Med Reconciliation' tab.
  38. 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].
  39. Select the order for "Zubsolv" and click [Undo].
  40. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order for "Advil".
Scenario 2: OE NX - Admission Med Rec - Edit Pending Reconciliation - Hold in Pending Status, Active and Reconcile
Specific Setup:
  • The 'Default to Client Reported' checkbox is checked for the logged in user in the 'Order Entry User Definition' form.
  • 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 filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "TYLENOL 325 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Click the 'Dose Unit' field.
  5. Select "TABLET" from the 'Dose Unit' field.
  6. Select "4 TIMES A DAY" from the 'Freq' field.
  7. Set the 'Duration' field to "12" and click [Days].
  8. Validate the 'Days Supply' field contains "12".
  9. Select "Tablet" from the 'Dispense Qty Unit' field.
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains the order for "TYLENOL 325 MG ORAL 1 TABLET, 4 TIMES A DAY".
  12. Click the 'Home Medications' tab.
  13. Check the 'Reported' checkbox.
  14. Search for and select "PriLOSEC 20 MG Capsule, Delayed Release Oral" in the 'New Order' field.
  15. Set the 'Dose' field to "1".
  16. Select "AS NEEDED" from the 'Frequency' field.
  17. Select "Client Reported" from the 'Reported Source field'.
  18. Set the 'Reported Source Text' field to "Testing Reported Source Text".
  19. Click [Save].
  20. Validate the 'Order grid' contains the order for "PriLOSEC - 20 MG Take one (1) capsule by mouth as needed Reported Source: Client Reported Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  21. Click the 'Admission Reconciliation' tab.
  22. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "PriLOSEC - 20 MG Take one (1) capsule by mouth as needed Reported Source: Client Reported Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  23. Hover over the "PriLOSEC - 20 MG" order and validation "Reported Source: Client Reported Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported"" is displayed.
  24. Validate the 'Inpatient Medications Scratchpad' contains the order for "TYLENOL 325 MG ORAL 1 TABLET, 4 TIMES A DAY".
  25. Select the order in the 'Home Medications (Pre-Admission)' and click [Add to Scratchpad].
  26. Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 20 MG CAPSULE, DELAYED RELEASE ORAL20 MG, AS NEEDED".
  27. Validate the 'Action' cell for the "PRILOSEC 20 MG CAPSULE" order contains a red flag.
  28. Select the "PRILOSEC 20 MG CAPSULE" order from the 'Inpatient Medications Scratchpad'.
  29. Select "Other" from the 'Preferred Dose' field.
  30. Set the 'Dose' field to "1".
  31. Click the 'Dose Unit' field.
  32. Select "Capsule" from the 'Dose Unit' field.
  33. Validate the 'Freq' field contains "AS NEEDED".
  34. Set the 'Duration' field to "15" and click [Days].
  35. Validate the 'Days Supply' field contains "15"
  36. Select "Capsule" from the 'Dispense Quantity Unit' field
  37. Click [Reason-View].
  38. Validate the 'Multiple Reason Checklist' dialog is displayed.
  39. Select any value in the 'Reasons' field and click [Save].
  40. Click [Update Order].
  41. Validate the 'Action' cell for the "PRILOSEC 20 MG CAPSULE" order does not contain a red flag.
  42. Validate [Reconcile & Sign] is enabled.
  43. Click [Hold in Pending Status].
  44. Validate the 'Interactions' dialog is displayed.
  45. Override all interactions and click [Save Override and Exit].
  46. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  47. Validate the [Activate for Reconciliation] is enabled.
  48. Click the 'Home Medications' tab.
  49. Click the 'Admission Reconciliation' tab.
  50. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  51. Click [Edit Pending Reconciliation].
  52. Validate the 'Warning' message is displayed stating "Admission Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [OK].
  53. Validate [Reconcile & Sign] is enabled.
  54. Search for and select "BAYER ASPIRIN CHILDREN'S, 81 MG TABLET, CHEWABLE ORAL" in the 'New Order' field.
  55. Set the 'Dose' field to "1".
  56. Select "TABLET" from the 'Dose Unit' field.
  57. Select "3 TIMES A DAY" from the 'Freq' field.
  58. Set the 'Duration' field to "48".
  59. Click [Hours].
  60. Validate the 'Days Supply' field contains "2".
  61. Select "Tablet" from the 'Dispense Quantity Unit' field.
  62. Click [Add to Scratchpad].
  63. Validate the 'Inpatient Medications Scratchpad' contains order for "BAYER ASPIRIN CHILDREN'S 81 MG TABLET, CHEWABLE ORAL1 TABLET, 3 TIMES A DAY".
  64. Validate [Reconcile & Sign] is enabled.
  65. Click [Hold in Pending Status].
  66. Validate the 'Interactions' dialog is displayed.
  67. Override all interactions and click [Save Override and Exit].
  68. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  69. Validate the [Activate for Reconciliation] is enabled.
  70. Click [Activate for Reconciliation].
  71. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console