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Avatar NX User Interface Update 2022.04.00 Acceptance Tests

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AV-68519 Summary | Details
Avatar NX - Entity Document Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Clinical Document Viewer
  • Query for External CCD
  • Ambulatory Progress Notes
  • Dynamic Form - document routing - sign
  • Dynamic Form - document routing - verify password
  • Dynamic Forms - Document Routing - Route Document To Dialog
  • Review To Do Item
Scenario 1: Query for External CCD - Search, Preview, Save CCD's and validate SDK actions are triggered
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Query for External CCD' form.
  2. Select "Client A" in the 'Client Search' field.
  3. Select an organization in the 'Organization Name or Zip' field.
  4. Click [Search CCDs].
  5. Select a CCD in the 'Available CCDs' field.
  6. Enter the desired provider in the 'Provider Referred To' field.
  7. Click [Preview].
  8. Validate the CCD is displayed and close it.
  9. Click [Save].
  10. Validate an "Information" message is displayed stating: Saved.
  11. Click [OK] and close the form.
  12. Access the 'CareFabric Monitor' form.
  13. Enter the current date in the 'From Date' and 'Through Date' fields.
  14. Enter "Client A" in the 'Client ID' field.
  15. Enter "ExternalDataAckowledgementCreated" in the 'Event/Action Search' field.
  16. Click [View Activity Log].
  17. Validate the 'CareFabric Monitor Report' contains an 'ExternalDataAcknowledgementCreated' record.
  18. Click [Click To View Record].
  19. Validate the 'referredToProviderID' - 'id' field contains the provider ID selected in the previous steps.
  20. Close the report and the form.
  21. Access Crystal Reports or other SQL Reporting Tool.
  22. Create a report using the 'SYSTEM.ccd_tempstorage' table.
  23. Validate a row is displayed for the CCD saved in the previous steps.
  24. Validate the 'PATID' field contains "Client A".
  25. Validate the 'provider_referred_to' field contains the provider ID selected in the previous steps.
  26. Validate the 'provider_referred_to_name' field contains the provider name selected in the previous steps.
  27. Close the report.
Scenario 2: "Append Documents" - Document display validations
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • "Client A" must have a document routed to the logged in user for the current date (Document A).
Steps
  1. Access the 'Append Documents' form.
  2. Select the form type used for one of the documents in the 'Form Type' field.
  3. Select "Client A" in the 'Entity' field.
  4. Enter the current date in the 'From Date' and 'End Date' fields.
  5. Select "Document A" in the 'List of Documents' field.
  6. Populate the "From Date" and "End Date" fields
  7. Enter the desired value in the 'New Comments to Be Appended in the Original Document' field.
  8. Click [Submit].
  9. Validate the 'Confirm Document' dialog is displayed:
  10. Validate the document is displayed in the expected format, including proper spacing between characters and lines on the form.
  11. Validate field heading characters are in bold, when applicable.
  12. Validate there is an electronic signature from the Appended Author at the end of the document.
  13. Click [Accept].
  14. Enter the user's password and click [Verify].
  15. Validate the form files successfully.
Scenario 3: Review To Do Item - View Detail (Entity Document Viewer)
Specific Setup:
  • A user must have the 'My ToDo List' widget on their 'myDay' or any view (User A).
  • A client must be admitted to an active episode (Client A).
  • A form (ex. Ambulatory Progress Notes) must be configured for Document Routing in the 'Document Routing Setup' form with 'Allow Notifications when Final' set to "Yes".
Steps
  1. Select "Client A" from the 'My Clients' list and access the 'Ambulatory Progress Note' form.
  2. Select any episode from the 'Select Episode' predisplay.
  3. Click [Add].
  4. Select "New Service" from the 'Progress Note For' field.
  5. Set the Date of Service field to any value (ex. Today's Date).
  6. Select any value from 'Service Charge Code' field.
  7. Select any value from the 'Note Type' field.
  8. Set the 'Notes' field to any value.
  9. Complete the remaining required fields.
  10. Select "Final" from the 'Draft/Final' field.
  11. Click [Submit].
  12. Click [Sign/Route/Notify].
  13. Enter User A's (the current logged in user's) password in the 'Verify Password' field.
  14. Click [Verify].
  15. Set the 'Supervisor' field to "User A" (for testing select current logged in user to route to yourself).
  16. Click [Add - Supervisor].
  17. Uncheck the 'Approver' checkbox (if already selected) and select the 'Notify' checkbox.
  18. Click [Submit].
  19. Navigate back to the 'MyDay' view and access the 'My ToDo's' widget.
  20. Select the newly create To Do for Client A.
  21. Click [Review To Do Item].
  22. Validate that the 'To Do Information' field displays the data as expected.
  23. Click [View Detail]
  24. Validate that the document is displayed.
  25. Click [Close All Documents and Exit].
  26. Select the 'Set To Do Item to Reviewed' checkbox.
  27. Click [Submit]
  28. Click [Close Todos].
Topics
• NX • ToDo's
AV-70843 Summary | Details
OE NX - Compound Medications
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Order Entry Console
  • Orders This Episode
  • Recipe Maintenance
Scenario 1: OE NX - Compound Medication - Recipe - Non External Pharmacy Mode
Specific Setup:
  1. A client must have an active episode.
  2. “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 "Ketamine-Amitriptyline-Lidocaine-topical-cream".
  4. Set the 'Order Code Description' field to "Ketamine - Amitriptyline - Lidocaine topical cream".
  5. Select "Pharmacy" from the 'Order Type' field.
  6. Select "Yes" from the 'Is A Compound Medication Orderable?' field.
  7. Validate the 'Exclude this item from Clinical Screening processes?' checkbox is checked.
  8. Click [Submit].
  9. Validate a message displays stating: "Do you want to Return to Form?" and click [No].
  10. Access the 'Recipe Maintenance' form.
  11. Select 'Add' from the 'Add/Edit/Delete Recipe' field.
  12. Set the 'Recipe Code' field to "Ketamine - Amitriptyline - Lidocaine topical cream".
  13. Set the 'Recipe Description' field to "Ketamine - Amitriptyline - Lidocaine topical cream".
  14. Select "TOPICAL" from the 'Route Code' field.
  15. Select "-Create New" from the 'Components' field.
  16. Select "Yes" from the 'Use as main Order Code on order' field.
  17. Select "Yes" from the 'Base Component' field.
  18. Search for and select "Ketamine - Amitriptyline - Lidocaine topical cream" from the 'Order Code' field.
  19. Select "-Create New" from the 'Components' field.
  20. Select "No" from the 'Use as main Order Code on order' field.
  21. Select "No" from the 'Base Component' field.
  22. Search for and select "KETAMINE HCL POWDER" from the 'Order Code' field.
  23. Select "-Create New" from the Components field.
  24. Select "No" from the 'Use as main Order Code on order' field.
  25. Select "No" from the 'Base Component' field.
  26. Search for and select "LIDOCAINE HCL 4 % CREAM TOPICAL APPLICATION" from the 'Order Code' field.
  27. Select "-Create New" from the Components field.
  28. Select "No" from the 'Use as main Order Code on order' field.
  29. Select "No" from the 'Base Component' field.
  30. Search for and select "AMITRIPTYLINE HCL POWDER" from the 'Order Code' field.
  31. Click [Submit].
  32. Log out of and back into the application.
  33. Select "Client A" and access the Order Entry Console.
  34. Search for and select "Ketamine - Amitriptyline - Lidocaine topical cream" from the 'New Order' field.
  35. Set the 'Dose' field to "1".
  36. Select "Application" from the 'Dose Unit' field.
  37. Select "AS DIRECTED" from the 'Frequency' field.
  38. Set the 1st 'Ingredients Quantity' field to "0.15".
  39. Select "Gram" from the 1st 'Ingredients Quantity Unit' field.
  40. Set the 2nd 'Ingredients Quantity' field to "1.2".
  41. Select "Gram" from the 2nd 'Ingredients Quantity Unit' field.
  42. Set the 3rd 'Ingredients Quantity' field to "0.3".
  43. Select "Gram" from the 3rd 'Ingredients Quantity Unit' field.
  44. Set the 'Duration' field to "12" and click [Days].
  45. Click [Add to Scratchpad] and [Sign].
  46. Validate the 'Order Grid' contains an order for "Ketamine - Amitriptyline - Lidocaine topical cream TOPICALLY Ingredient: KETAMINE HCL POWDER 0.15 Gram Ingredient: LIDOCAINE HCL 4 % CREAM TOPICAL APPLICATION 1.2 Gram Ingredient: AMITRIPTYLINE HCL POWDER 0.3 Gram".
Topics
• Order Entry Console
AV-71926 Summary | Details
NX - eMAR widget - Nutrition Orders tab
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
  • Orders This Episode
  • Registry Settings (PM)
Scenario 1: Validate the 'Support Nutrition Tab in eMAR' registry setting
Specific Setup:

A client must have an active episode. (Client A)

Steps
  1. Access the 'Registry Setting' form.
  2. Set the 'Limit Registry Settings to the Following Search Criteria' field to "NUTRITION".
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains "Avatar eMAR->General->Settings->->->Support Nutrition Tab in eMAR".
  5. Validate the 'Registry Setting Details' field contains "[FACILITY SPECIFIC]↳-------------------------------------------------------------------------------When this registry setting is set to "1", the 'Nutrition' tab will appear in Avatar eMAR. Orders with an 'Order Type Category' of "Dietary", "Dietary-Oral", or "Dietary - Tube Feeding" will appear"
  6. Validate the 'Registry Setting Value' field contains "0".
  7. Close the form.
  8. Select "Client A", select the most recent episode in the 'Episode Header' field, and access the Order Entry Console.
  9. Search for and select the 'Dietary-Oral' type order code in the 'New Order' field. (Diabetic Diet)
  10. Click [Additional Order Details].
  11. Validate the 'Additional Order Details' dialog is displayed.
  12. Select "Low Sugar" under 'Diet Restrictions'.
  13. Click [New Row].
  14. Double click the 'Diet Supplement' cell.
  15. Select "Glucerna" and click [Select].
  16. Double click the 'Days of the Week' cell and select all values and click [OK].
  17. Double click the 'Meal Periods' cell and select all values and click [OK].
  18. Double click the 'Routine or PRN' field and select "Routine" and click [Select] and [Save].
  19. Set the 'Duration' field to "90" and click [Days].
  20. Set the 'Start Time' field to "12:00 AM".
  21. Click [Add to Scratchpad].
  22. Search for and select the "Dietary-type" order code in the 'New Order' field. (Full Liquid Diet)
  23. Set the 'Duration' field to "3" and click [Days].
  24. Click [Add to Scratchpad].
  25. Search for and select the 'Dietary Tube Feeding' type order code in the 'New Order' field.
  26. Set the 'Duration' field to "2" and click [Days].
  27. Click [Add to Scratchpad] and [Sign].
  28. Validate the 'Order grid' contains a "DIETARY TUBE FEEDING" order, a "Full Liquid Diet" order and a "Diabetic Diet" order.
  29. Access the 'eMAR' widget.
  30. Validate the 'Nutrition Orders' tab does not exist.
  31. Validate the 'All Other Order Types' tab exists.
  32. Select the 'All Other Order Types' tab.
  33. Validate the following orders are displayed:
  34. a 'Dietary' order (Full Liquid Diet) with no hours of administration under the current date.
  35. a 'Dietary Tube Feeding' order with no hours of administration under the current date.
  36. a 'Dietary-Oral' order (Diabetic Diet) with no hours of administration under the current date.
  37. a 'Dietary- Oral Supplement' order (Glucerna) with hours of administration matching the 'Meal Periods' selected when creating the order.
  38. Access the 'Registry Setting' form.
  39. Set the 'Limit Registry Settings to the Following Search Criteria' field to "NUTRITION".
  40. Click [View Registry Settings].
  41. Validate the 'Registry Setting' field contains "Avatar eMAR->General->Settings->->->Support Nutrition Tab in eMAR".
  42. Validate the 'Registry Setting Details' field contains "[FACILITY SPECIFIC]↳-------------------------------------------------------------------------------When this registry setting is set to "1", the 'Nutrition' tab will appear in Avatar eMAR. Orders with an 'Order Type Category' of "Dietary", "Dietary-Oral", or "Dietary - Tube Feeding" will appear"
  43. Validate the 'Registry Setting Value' field contains "0".
  44. Set the 'Registry Setting Value' field to "1" and click [Submit].
  45. Validate a 'Registry Editor Filing' message is displayed and click [OK]
  46. Validate a message is received stating "Registry Settings has completed. Do you wish to return to form?" and click [No].
  47. Log out of the application and log back in.
  48. Select "Client A" and ensure the most recent active episode is selected in the 'Episode Header' field.
  49. Select the 'eMAR' widget.
  50. Validate the 'Nutrition Orders' tab is displayed.
  51. Select the 'Nutrition Orders' tab.
  52. Validate the following orders are displayed:
  53. a 'Dietary' order (Full Liquid Diet) with no hours of administration under the current date.
  54. a 'Dietary Tube Feeding' order with no hours of administration under the current date.
  55. a 'Dietary-Oral' order (Diabetic Diet) with no hours of administration under the current date.
  56. a 'Dietary- Oral Supplement' order (Glucerna) with hours of administration matching the 'Meal Periods' selected when creating the order.
  57. Right click the 'Order Description' for the 'Dietary' order (Full Liquid Diet) and select "Acknowledge Order"
  58. Validate the 'Order Acknowledgement' dialog is displayed and click [OK].
  59. Right click the 'Order Description' for the 'Dietary' order (Full Liquid Diet) and select "Client Education".
  60. Validate the 'Client Education' dialog is displayed, select "Yes" in the 'Education Performed' field and click [OK].
  61. Right click the 'Order Description' for the 'Dietary Tube Feeding' order and select "Acknowledge Order"
  62. Validate the 'Order Acknowledgement' dialog is displayed and click [OK].
  63. Right click the 'Order Description' for the 'Dietary Tube Feeding' order and select "Client Education".
  64. Validate the 'Client Education' dialog is displayed, select "Yes" in the 'Education Performed' field and click [OK].
  65. Right click the 'Order Description' for the 'Dietary-Oral' order (Diabetic Diet) and select "Acknowledge Order"
  66. Validate the 'Order Acknowledgement' dialog is displayed and click [OK].
  67. Right Click the 'Order Description' for the 'Dietary-Oral' order (Diabetic Diet) and select "Client Education".
  68. Validate the 'Client Education' dialog is displayed, select "Yes" in the 'Education Performed' field and click [OK].
  69. Right click the 'Order Description' for the 'Dietary-Oral Supplement' order (Glucerna) and select "Acknowledge Order"
  70. Validate the 'Order Acknowledgement' dialog is displayed and click [OK].
  71. Right Click the 'Order Description' for the 'Dietary-Oral Supplement' order (Glucerna) and select "Client Education".
  72. Validate the 'Client Education' dialog is displayed, select "Yes" in the 'Education Performed' field and click [OK].
  73. Select the first cell under the current date for the 'Dietary' order (Full Liquid Diet)", the 'Dietary Tube Feeding' order, and the 'Dietary-Oral Supplement' order (Glucerna) and click [Administer].
  74. Set the 'Qty' field for all 3 orders to "1".
  75. Set the 'Unit' field for all 3 orders to "Item".
  76. Select "Nurse Administered" in the 'Default Administration Event' field.
  77. Validate the 'Administration Event' field contains "Nurse Administered" for all orders.
  78. Click [Warning-View] for the 'Dietary-Oral Supplement' order (Glucerna).
  79. Set the 'Override Text' field to any value and click [OK].
  80. Check the 'Accept administration information entered' checkbox and click [OK].
  81. Validate the 1st cell under the current date for all orders contains "1 Item" and the time the administration occurred.
Topics
• NX • Order Entry Console
AV-72616 Summary | Details
Admission Med Reconciliation - Holding in Pending Status - Edit Pending Reconciliation
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. Select the 'Discharge Med Reconciliation' tab.
  3. Search for and select "Zubsolv 5.7 MG-1.4 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
  4. Set the 'Dose' field to "1".
  5. Validate the 'Dose Unit' field contains "Tablet".
  6. Select "As Needed" in the 'Frequency' field.
  7. Set the 'Days Supply' field to "20" and press Tab.
  8. Validate the 'Dispense Qty' field contains "20".
  9. Validate the 'Dispense Qty Unit' field contains "Tablet".
  10. Click [Add to Scratchpad]
  11. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  12. Click [Hold in Pending Status].
  13. Select the 'Orders This Episode' tab.
  14. Select the 'Discharge Med Reconciliation' tab.
  15. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  16. Select the 'Home Medications' tab.
  17. Select the 'Discharge Med Reconciliation' tab.
  18. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  19. Select the 'Admission Med Reconciliation' tab.
  20. Select the 'Discharge Med Reconciliation' tab.
  21. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  22. Click [Edit Pending Reconciliation]
  23. 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].
  24. Select "Client B" and access the Order Entry Console.
  25. Select the 'Discharge Med Reconciliation' tab.
  26. Select "Client A" and access the Order Entry Console.
  27. Select the 'Discharge Med Reconciliation' tab.
  28. 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].
  29. Click [Hold in Pending Status]
  30. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order for "Zubsolv".
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 'Client 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. Click [Save].
  18. Validate the 'Order grid' contains the order for "PriLOSEC - 20 MG Take one (1) capsule by mouth as needed".
  19. Click the 'Admission Reconciliation' tab.
  20. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "PriLOSEC - 20 MG Take one (1) capsule by mouth as needed".
  21. Validate the 'Inpatient Medications Scratchpad' contains the order for "TYLENOL 325 MG ORAL 1 TABLET, 4 TIMES A DAY".
  22. Select the order in the 'Home Medications (Pre-Admission)' and click [Add to Scratchpad].
  23. Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 20 MG CAPSULE, DELAYED RELEASE ORAL20 MG, AS NEEDED"
  24. Validate the 'Action' cell for the "PRILOSEC 20 MG CAPSULE" order contains a red flag.
  25. Select the "PRILOSEC 20 MG CAPSULE" order from the 'Inpatient Medications Scratchpad'.
  26. Select "Other" from the 'Preferred Dose' field
  27. Set the 'Dose' field to "1"
  28. Click the 'Dose Unit' field
  29. Select "Capsule" from the 'Dose Unit' field
  30. Validate the 'Freq' field contains "AS NEEDED"
  31. Set the 'Duration' field to "15" and click [Days].
  32. Validate the 'Days Supply' field contains "15"
  33. Select "Capsule" from the 'Dispense Quantity Unit' field
  34. Click [Reason-View].
  35. Validate the 'Multiple Reason Checklist' dialog is displayed.
  36. Select any value in the 'Reasons' field and click [Save].
  37. Click [Update Order].
  38. Validate the 'Action' cell for the "PRILOSEC 20 MG CAPSULE" order does not contain a red flag.
  39. Validate [Reconcile & Sign] is enabled.
  40. Click [Hold in Pending Status].
  41. Validate the 'Interactions' dialog is displayed.
  42. Override all interactions and click [Save Override and Exit].
  43. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  44. Validate the [Activate for Reconciliation] is enabled.
  45. Click the 'Home Medications' tab.
  46. Click the 'Admission Reconciliation' tab.
  47. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  48. Click [Edit Pending Reconciliation].
  49. 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].
  50. Validate [Reconcile & Sign] is enabled.
  51. Search for and select "BAYER ASPIRIN CHILDREN'S, 81 MG TABLET, CHEWABLE ORAL" in the 'New Order' field.
  52. Set the 'Dose' field to "1".
  53. Select "TABLET" from the 'Dose Unit' field.
  54. Select "3 TIMES A DAY" from the 'Freq' field.
  55. Set the 'Duration' field to "48".
  56. Click [Hours].
  57. Validate the 'Days Supply' field contains "2".
  58. Select "Tablet" from the 'Dispense Quantity Unit' field.
  59. Click [Add to Scratchpad].
  60. Validate the 'Inpatient Medications Scratchpad' contains order for "BAYER ASPIRIN CHILDREN'S 81 MG TABLET, CHEWABLE ORAL1 TABLET, 3 TIMES A DAY".
  61. Validate [Reconcile & Sign] is enabled.
  62. Click [Hold in Pending Status].
  63. Validate the 'Interactions' dialog is displayed.
  64. Override all interactions and click [Save Override and Exit].
  65. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  66. Validate the [Activate for Reconciliation] is enabled.
  67. Click [Activate for Reconciliation].
  68. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Topics
• Admission Med Reconciliation • Discharge Med Reconciliation • NX • Order Entry Console
AV-72617 Summary | Details
Admission Med Reconciliation - Holding in Pending Status - Edit Pending Reconciliation
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. Select the 'Discharge Med Reconciliation' tab.
  3. Search for and select "Zubsolv 5.7 MG-1.4 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
  4. Set the 'Dose' field to "1".
  5. Validate the 'Dose Unit' field contains "Tablet".
  6. Select "As Needed" in the 'Frequency' field.
  7. Set the 'Days Supply' field to "20" and press Tab.
  8. Validate the 'Dispense Qty' field contains "20".
  9. Validate the 'Dispense Qty Unit' field contains "Tablet".
  10. Click [Add to Scratchpad]
  11. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  12. Click [Hold in Pending Status].
  13. Select the 'Orders This Episode' tab.
  14. Select the 'Discharge Med Reconciliation' tab.
  15. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  16. Select the 'Home Medications' tab.
  17. Select the 'Discharge Med Reconciliation' tab.
  18. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  19. Select the 'Admission Med Reconciliation' tab.
  20. Select the 'Discharge Med Reconciliation' tab.
  21. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  22. Click [Edit Pending Reconciliation]
  23. 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].
  24. Select "Client B" and access the Order Entry Console.
  25. Select the 'Discharge Med Reconciliation' tab.
  26. Select "Client A" and access the Order Entry Console.
  27. Select the 'Discharge Med Reconciliation' tab.
  28. 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].
  29. Click [Hold in Pending Status]
  30. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order for "Zubsolv".
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 'Client 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. Click [Save].
  18. Validate the 'Order grid' contains the order for "PriLOSEC - 20 MG Take one (1) capsule by mouth as needed".
  19. Click the 'Admission Reconciliation' tab.
  20. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "PriLOSEC - 20 MG Take one (1) capsule by mouth as needed".
  21. Validate the 'Inpatient Medications Scratchpad' contains the order for "TYLENOL 325 MG ORAL 1 TABLET, 4 TIMES A DAY".
  22. Select the order in the 'Home Medications (Pre-Admission)' and click [Add to Scratchpad].
  23. Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 20 MG CAPSULE, DELAYED RELEASE ORAL20 MG, AS NEEDED"
  24. Validate the 'Action' cell for the "PRILOSEC 20 MG CAPSULE" order contains a red flag.
  25. Select the "PRILOSEC 20 MG CAPSULE" order from the 'Inpatient Medications Scratchpad'.
  26. Select "Other" from the 'Preferred Dose' field
  27. Set the 'Dose' field to "1"
  28. Click the 'Dose Unit' field
  29. Select "Capsule" from the 'Dose Unit' field
  30. Validate the 'Freq' field contains "AS NEEDED"
  31. Set the 'Duration' field to "15" and click [Days].
  32. Validate the 'Days Supply' field contains "15"
  33. Select "Capsule" from the 'Dispense Quantity Unit' field
  34. Click [Reason-View].
  35. Validate the 'Multiple Reason Checklist' dialog is displayed.
  36. Select any value in the 'Reasons' field and click [Save].
  37. Click [Update Order].
  38. Validate the 'Action' cell for the "PRILOSEC 20 MG CAPSULE" order does not contain a red flag.
  39. Validate [Reconcile & Sign] is enabled.
  40. Click [Hold in Pending Status].
  41. Validate the 'Interactions' dialog is displayed.
  42. Override all interactions and click [Save Override and Exit].
  43. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  44. Validate the [Activate for Reconciliation] is enabled.
  45. Click the 'Home Medications' tab.
  46. Click the 'Admission Reconciliation' tab.
  47. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  48. Click [Edit Pending Reconciliation].
  49. 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].
  50. Validate [Reconcile & Sign] is enabled.
  51. Search for and select "BAYER ASPIRIN CHILDREN'S, 81 MG TABLET, CHEWABLE ORAL" in the 'New Order' field.
  52. Set the 'Dose' field to "1".
  53. Select "TABLET" from the 'Dose Unit' field.
  54. Select "3 TIMES A DAY" from the 'Freq' field.
  55. Set the 'Duration' field to "48".
  56. Click [Hours].
  57. Validate the 'Days Supply' field contains "2".
  58. Select "Tablet" from the 'Dispense Quantity Unit' field.
  59. Click [Add to Scratchpad].
  60. Validate the 'Inpatient Medications Scratchpad' contains order for "BAYER ASPIRIN CHILDREN'S 81 MG TABLET, CHEWABLE ORAL1 TABLET, 3 TIMES A DAY".
  61. Validate [Reconcile & Sign] is enabled.
  62. Click [Hold in Pending Status].
  63. Validate the 'Interactions' dialog is displayed.
  64. Override all interactions and click [Save Override and Exit].
  65. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  66. Validate the [Activate for Reconciliation] is enabled.
  67. Click [Activate for Reconciliation].
  68. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Topics
• Admission Med Reconciliation • Discharge Med Reconciliation • NX • Order Entry Console
AV-73249 Summary | Details
Avatar NX - Clinical Document Viewer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • App Dashboard
  • Document Management Definition
  • Dynamic Form - Select A Form
  • Registry Settings (PM)
Scenario 1: Clinical Document Viewer - "Void & Copy" documents
Specific Setup:
  • Perceptive is enabled.
  • User has permissions to void documents.
  • A client must have non-routed documents on file in the 'Clinical Document Viewer' (Client A).
Steps
  1. Access the 'Clinical Document Viewer' form.
  2. Select "Individual" in the 'Select All or Individual Client' field.
  3. Select "Client A" in the 'Select Client' field.
  4. Click [Process].
  5. Select a non episodic, non-routed document and view it.
  6. Click [Void] and [Void & Copy]
  7. Select "Client A" in the 'Select Client' field.
  8. Select the desired episode in the 'Select Episode' field.
  9. Enter the desired value in the 'Void Reason' field.
  10. Enter the desired value in the 'Void Comments' field.
  11. Enter the desired value in the 'Change Description' field.
  12. Click [Void] and [Close All Documents].
  13. Select the "Search" section.
  14. Click [Process].
  15. Locate the non episodic document that was voided and validate the 'Document Status' contains "Void".
  16. Validate the copied document now has the episode in the 'Episode' column.
  17. Validate the copied document has the new description.
  18. View the copied document and validate it displays as expected.
  19. Click [Close All Documents].
  20. Select the "Search" section.
  21. Click [Close].
Scenario 2: Clinical Document Viewer - "Void" documents
Specific Setup:
  • Perceptive is enabled.
  • User has permissions to void documents.
  • A client must have non-routed documents on file in the 'Clinical Document Viewer'.
Steps
  1. Access the 'Clinical Document Viewer' form.
  2. Select "Individual" in the 'Select All or Individual Client' field.
  3. Select "Client A" in the 'Select Client' field.
  4. Click [Process].
  5. Select any non-routed document and view it.
  6. Click [Void] and [Void] again.
  7. Select the desired value in the 'Void Reason' field.
  8. Enter the desired value in the 'Void Comments' field.
  9. Click [Void] and [Close All Documents].
  10. Locate the document that was just voided and validate the 'Document Status' is now "Void".
  11. Select the "Search" section.
  12. Click [Close].
Scenario 3: Clinical Document Viewer - Filters, Selections and Restrictions
Specific Setup:
  • Select an existing client who has multiple documents on file that have been scanned, imported or routed via document routing, scanned.
Steps
  1. Open the "Clinical Document Viewer" form.
  2. Validate the filters such as "Select All or Individual", "User", "Document Status", "Program", "Episode", "Document Source", "Document Origination Date Start", "Document Origination Date End" all filter in the appropriate manner.
  3. Under Form Selection, validate that you can choose the form selection by "Categories/Forms" and only those documents appear in the document list.
  4. Using the "Document Management Definition" form, identify a form as to "Exclude from Electronic Medical Record".
  5. Validate the document list doesn't include documents that are to be excluded.
  6. Using the "Document Management Definition" form, identify a form as "Do Not Print".
  7. Going back to the "Clinical Document Viewer" form, validate the forms marked as "Do Not Print" are excluded,
  8. Using "Document Management Definition" form, mark a document type as "Do not release".
  9. Going back to the "Clinical Document Viewer" form, validate the forms marked as "Do Not Release" are excluded.
Scenario 4: Clinical Document Viewer - View and Print
Specific Setup:
  • Select a client who has documents that have been routed, scanned and imported.
Steps
  1. Open the "Clinical Document Viewer" form.
  2. Open a document that was imported from a .bmp file.
  3. Validate you can view and print this document.
  4. Open a document that was imported from a .gif file.
  5. Validate you can view and print this document.
  6. Open any document that was imported from a .jpg file.
  7. Validate you can view and print this document.
  8. Open any document that was imported from a .tif file.
  9. Validate you can view and print this document.
  10. Open any document that was imported from a .txt file.
  11. Validate you can view and print this document.
  12. Open any document that was imported from a .xls file.
  13. Validate you can view and print this document.
  14. Open any document that was imported from a .xml file.
  15. Validate you can view and print this document.
  16. Open any document that was imported from a .doc file.
  17. Validate you can view and print this document.
  18. Open any routed progress note or treatment plan type of document.
  19. Validate you can view and print this document.
  20. Open any routed documents that were imported from a .pdf file.
  21. Validate you can view and print this document.
  22. Select 4 random documents to view.
  23. Validate that all 4 documents open for display and that all of them display.
  24. Click "Close All Documents".
  25. Select the same 4 random documents to print.
  26. Click "Print All".
  27. Validate all 4 documents preview and print out as if it's one file.
Scenario 5: Clinical Document Viewer - Registry Setting "Sort Documents Chronologically by Origination Date or Creation Date"
Steps
  1. Open the "Registry Settings" form.
  2. Set the registry setting "RADplus ->Document Management->Clinical Document Viewer->Sort Documents Chronologically" to "0" to have the form list the documents in alphabetical order by "Document Description".
  3. Open the "Clinical Document Viewer" form.
  4. Generate a document list and verify it sorted in alphabetical order by document description.
  5. Open the "Registry Settings" form.
  6. Set the registry setting "RADplus ->Document Management->Clinical Document Viewer->Sort Documents Chronologically" to "1" to have the form list the documents in order of origination date or "2" to have the form list be in order by creation date order.
  7. Open the "Clinical Document Viewer" form.
  8. Generate a document list and verify it sorted in document date order.
Scenario 6: Clinical Document Viewer - Undocked
Specific Setup:
  • Select a test client who has multiple documents on file.
Steps
  1. Click the "Undocked" icon on the "Clinical Document Viewer" form.
  2. Open a random document.
  3. Validate you can view and print the document.
  4. Select 4 documents to view.
  5. Validate you can display all 4 documents.
  6. Select 4 documents to print.
  7. Validate all 4 documents print as one document.
Topics
• Document Routing • NX
AV-74252 Summary | Details
Avatar NX - eMAR signature
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
  • Order Entry Console
Scenario 1: Recording a signature in the eMAR widget for a Sliding Scale Insulin order where a template was not selected or created.
Specific Setup:
  • Citrix Users - Citrix Versions (pre - 7.6) - BSB / BBSB pads are supported.
  • A client must have an active episode (Client A).
  • Validate that a Sliding Scale Insulin order code exists (Order Code A).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Remain on the 'Orders This Episode' tab.
  3. Search for and select "Order Code A" in the 'New Order' field.
  4. Click [Sliding Scale Instructions].
  5. Validate that the Sliding Scale Insulin template dialog is displayed.
  6. Do not select a template or create a new one.
  7. Click [Close/Cancel].
  8. Enter any value in the 'Dose', 'Dose Unit' and 'Freq' fields.
  9. Enter "30" and select [Days] in the 'Duration' field.
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate the Order grid contains the new order.
  12. Access the 'eMAR' widget
  13. Validate that the name of "Client A" is displayed after 'Patient' in the format of Last Name, First Name (PATID).
  14. Validate that the order created in the above steps is displayed.
  15. Select a cell for the order displayed and click [Administer].
  16. Validate the Administration Event dialog is displayed.
  17. Check the 'Client Signature' checkbox.
  18. Validate the [Sign Signature] button is enabled and required.
  19. Click [Sign Signature].
  20. Validate the 'Please Sign' dialog is displayed.
  21. Sign the signature pad.
  22. Click [OK].
  23. Validate the signature displays.
  24. Fill out all required fields.
  25. Check the 'Accept administration information entered' checkbox.
  26. Click [OK].
  27. Validate the cell selected contains the amount given and the time given.
Topics
• NX • Order Entry Console
AV-75678 Summary | Details
'All Documents' widget - filtering
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Primary All Documents Widget
Scenario 1: Validate Problem List records display in the 'All Documents' Widget
Specific Setup:
  • This scenario is for Avatar NX systems only.
  • A client must be defined and have a problem filed in the 'Problem List' form (Client A).
Steps
  1. Select "Client A" and access the 'All Documents Widget'.
  2. Select the "All Forms" section.
  3. Select "Problem List" in the 'Form Description' field.
  4. Validate only 'Problem List' records are now displayed.
  5. Click on the existing 'Problem List' record for "Client A".
  6. Validate the problem displays in the 'Console Widget Viewer'.
Scenario 2: 'All Documents' Widget - validate filtering when navigating between views
Specific Setup:
  • Must have a view that contains the 'All Documents' widget ('All Documents' View).
  • A client with documents and/or data filed in various forms (ex. 'Vitals Entry', 'Problem List', 'Diagnosis', 'Progress Notes (Group and Individual)') (Client A).
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Select any value in the 'Form Description' field.
  3. Validate the filter works as expected.
  4. Navigate to the another view and back to the 'All Documents' view.
  5. Validate the filter is retained.
  6. Deselect the value in the 'Form Description' field.
  7. Validate the 'Form Description' field contains "ALL".
  8. Click [Clear Filters].
  9. Select any value in the 'Form Description' field.
  10. Validate the filter works as expected.
  11. Navigate to the another view and back to the 'All Documents' view.
  12. Validate the filter is retained.
  13. Select another value from the 'Form Description' field.
  14. Validate the filters work as expected.
  15. Click [Clear Filters].
  16. Select any value in the 'Date' field.
  17. Validate the filter works as expected.
  18. Navigate to the another view and back to the 'All Documents' view.
  19. Validate the same records are displayed.
  20. Deselect the value in the 'Date' field.
  21. Validate the 'Date' field contains "ALL".
  22. Click [Clear Filters].
Topics
• Console Widget • NX • Problem List • Widgets
AV-76332 Summary | Details
Avatar NX - Sticky Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Client Sticky Notes
  • Treatment Plan
Scenario 1: 'Ambulatory Progress Notes' - file a draft
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Scan the Barcode for "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select any value in the 'Progress Note For' field.
  3. Enter any value containing special characters in the 'Notes Field'.
  4. Populate any desired and required fields.
  5. Select "Draft" in the 'Draft/Final' field.
  6. Click [Submit].
  7. Access the 'Ambulatory Progress Notes' form.
  8. Select the entry just saved and click [Edit].
  9. Click [Notes].
  10. Enter any value containing special characters in the 'Notes' field.
  11. Click [File Note].
  12. Click [Notes (1)].
  13. Validate the note displays as expected.
  14. Click [Cancel].
  15. Close the form.
Scenario 2: 'Treatment Plan' - file a draft
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Plan Date T].
  3. Validate the correct date is displayed in the 'Plan Date' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Populate any desired fields.
  7. Click [Submit].
  8. Select "Client A" and access the 'Treatment Plan' form.
  9. Click [Notes].
  10. Enter any value containing special characters in the 'Notes' field.
  11. Click [File Note].
  12. Click [Notes (1)].
  13. Validate the note displays as expected.
  14. Click [Cancel].
  15. Close the form.
Topics
• NX • Progress Notes
AV-76675 Summary | Details
Task List - Grouping of Tasks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
Scenario 1: Task List - Creating and Discontinuing an Interval Task that occurs multiple times per hour
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "15mins" and press [Tab].
  4. Set the 'Task Title' field to "Every 15 Minutes Task" and click [Submit].
  5. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Every 15 Minutes Task (15mins)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "app" from the 'Dose Unit' field.
  18. Select "Every 15 Minutes" from the 'Freq' field.
  19. Set the 'Duration' field to "1" and click [Days].
  20. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  21. Access the 'Task List' widget.
  22. Search and select "Client A" from the 'Search Patients' field.
  23. Validate tasks labeled "(4) Every 15 Minutes Task" are created under every future hour.
  24. Click the first task labeled: "(4) Every 15 Minutes Task".
  25. Validate four tasks are displayed in the "(4) Every 15 Minutes Task" group with 'Due' times fifteen minutes apart and in chronological order.
  26. Access the Order Entry Console.
  27. Select the order for "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" and click [D/C].
  28. Set the 'Discontinue Time' field to two hours from the current time.
  29. Click [Add to Scratchpad] and [Sign].
  30. Access the 'Task List' widget.
  31. Validate that any tasks labeled "Every 15 Minutes Task" are discontinued starting at two hours from the current time.
Topics
• myAvatar/myAvatar NX • Order Entry Console
AV-76752 Summary | Details
OE NX - Scanning client barcode
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
  • Ambulatory Progress Notes
  • Client Sticky Notes
Scenario 1: Task List - Task Definition that launches Flowsheet
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.
  • Flowsheet must have a "Vital Signs" assessment configured with the tag: "PulseOx".
  • An Order Code must exist for "Pulse Oximetry".
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "PulseOx" and press [Tab].
  4. Set the 'Task Title' field to "Pulse Ox".
  5. Select "Flowsheet" from the 'Task Action Type' field and click [Submit].
  6. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  7. Access the 'Task Associations' form.
  8. Select "Task Definition" from the 'Task Type' field.
  9. Set the 'Task Group/Definition' field to "Pulse Ox".
  10. Select "Pulse Ox (PulseOx)" from the 'Task Group/Definition' field.
  11. Select "Add" from the 'Add/Edit/Delete Association' field.
  12. Select "Order Entry" from the 'Order Event' field.
  13. Set the 'Order Code' field to "Pulse Oximetry".
  14. Select "Pulse Oximetry" from the 'Order Code' field.
  15. Click [Update Associations] and [Submit].
  16. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  17. Select "Client A" and access the Order Entry Console.
  18. Search for and select "Pulse Oximetry" from the 'New Order' field.
  19. Select "Every Hour" from the 'Frequency' field.
  20. Set the 'Duration' field to "6" and click [Hours].
  21. Click [Add to Scratchpad] and [Sign].
  22. Access the 'Task List' widget.
  23. Search for and select "Client A" from the 'Search Patients' field.
  24. Select the first task labeled: 'Pulse Ox' and click [Complete].
  25. Validate that a 'Flowsheet Assessment' is launched in full screen.
  26. Complete all fields for the displayed assessment and click [Sign].
  27. Validate the previously selected task labeled: 'Pulse Ox' has been removed.
Scenario 2: 'Ambulatory Progress Notes' - file a draft
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Scan the Barcode for "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select any value in the 'Progress Note For' field.
  3. Enter any value containing special characters in the 'Notes Field'.
  4. Populate any desired and required fields.
  5. Select "Draft" in the 'Draft/Final' field.
  6. Click [Submit].
  7. Access the 'Ambulatory Progress Notes' form.
  8. Select the entry just saved and click [Edit].
  9. Click [Notes].
  10. Enter any value containing special characters in the 'Notes' field.
  11. Click [File Note].
  12. Click [Notes (1)].
  13. Validate the note displays as expected.
  14. Click [Cancel].
  15. Close the form.
Topics
• myAvatar/myAvatar NX • NX • Order Entry Console • Progress Notes
AV-77185 Summary | Details
OE NX - Updating the selected "Program" in Home Meds.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Home Medications
  • Order Entry Console
Scenario 1: OE NX - Order Entry Console (Home Medications section) - client with no program defaulted
Specific Setup:
  • A client must have an active episode that is associated to a program that is not mapped to an OrderConnect Agency. (Client A)
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select 'Home Medications'.
  3. Validate that the 'Program' field does not contain a value.
  4. Set the 'New Order' field to "Advil".
  5. Validate that an 'Error' message is displayed stating: "A Program must be selected below the Scratchpad" and click [OK].
  6. Set the 'Program' field to "Inp. Adult Psych".
  7. Set the 'New Order' field to "Advil 200 MG Tablet Oral".
  8. Click [Save].
  9. Validate the 'Order Details' contains an order for "Advil - 200 MG, TAB, PO".
  10. Remove the value in the 'Program' field.
  11. Click the 'Order Labs' link.
  12. Validate that an 'Error' message is displayed stating: "No Program selected below the Scratchpad".
  13. Click [OK].
  14. Click the 'External RxHx' link.
  15. Validate that 'OrderConnect' is launched in another window and that the 'Third Party Medication History' page is displayed.
  16. Click [Close Chart].
  17. Click the 'Prescriber's Queue' link.
  18. Validate that 'OrderConnect' is launched in another window and that the 'Prescribers Queue' page is displayed.
  19. Close the window.
  20. Set the 'Program' field to "Inp. Adult Psych".
  21. Click the 'Order Labs' link.
  22. Validate that 'OrderConnect' is launched in another window and that the 'Patient's Current Lab-Order Profile' page is displayed.
  23. Click [Close Chart].
Scenario 2: OE NX - Home Medications - Client Reported - New Order, Make Rx, Compliance and Discontinue
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active outpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Access the 'Home Medications' tab.
  3. Validate that the 'Client Reported' checkbox is checked.
  4. Search for and select "Lisinopril 40 MG Tablet Oral" in the 'New Order' field.
  5. Click [Save].
  6. Select the "Lisinopril 40 MG Tablet Oral" order and click [Make RX].
  7. Set the 'Dose' field to "1".
  8. Validate the 'Dose Unit' field contains "Tablet".
  9. Select "DAILY" from the 'Frequency' field.
  10. Select "No Entry" from the 'Diagnosis' field.
  11. Set the 'Dispense Qty' field to "28".
  12. Validate the 'Dispense Qty Unit' field contains "Tablet".
  13. Set the 'Stop Date' field to a date that is 28 days in future of the current date.
  14. Click [Add to Scratchpad].
  15. Validate the 'Scratchpad' contains the order for "Lisinopril 40 MG Tablet Oral 40 MG Tablet Take one (1) tablet by mouth daily (Refills: 0, Dispense Quantity: 28)".
  16. Click [Final Review].
  17. Validate the 'Final Review' dialog is displayed and click [Sign].
  18. Validate the 'Client Reported' checkbox is checked.
  19. Search for and select "Warfarin 2 MG Tablet Oral" in the 'New Order' field.
  20. Click [Save].
  21. Validate the 'Order grid' contains the following orders: "Lisinopril 40 MG Oral Tablet Take one (1) tablet by mouth daily (Refills: 0, Dispense Quantity: 28)" and "Warfarin - 2 MG, TAB, PO".
  22. Select both orders and click [Compliance].
  23. Select "Taking as Prescribed" from the 'Compliance' field.
  24. Set the 'Comments' field to "Client is taking medications when instructed & with a glass of water".
  25. Click [Save].
  26. Validate the 'Order grid' contains the following orders:
  27. "Warfarin - 2 MG, TAB, PO" with the current date and "Taking as Prescribed" in the 'Last Compliance' column.
  28. "Lisinopril 40 MG ORAL Tablet Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 28 Tablet)" with the current date and "Taking as Prescribed" in the 'Last Compliance' column.
  29. Click [View] in the 'Last Compliance' column for the "Warfarin" order, validate the 'Comments' contains "Client is taking medications when instructed & with a glass of water", and click [Close].
  30. Click [View] in the 'Last Compliance' column for the "Lisinopril" order, validate the 'Comments' contains "Client is taking medications when instructed & with a glass of water", and click [Close].
  31. Select the "Warfarin" order and click [Edit].
  32. Set the 'Stop Date' field to the current date and click [Save].
  33. Select the "Lisinopril" order in the 'Order grid' and click [D/C], [Add to Scratchpad] and [Final Review].
  34. Validate the 'Final Review' dialog is displayed and click [Sign].
Topics
• Home Medications • myAvatar/myAvatar NX • NX • Order Entry Console
AV-77288 Summary | Details
'Fast Service Entry' - keyboard navigation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • Dynamic Form - Pre-Display Confirmation
  • Fast Service Entry
  • Registry Settings (MSO)
  • Service Authorization
  • Individual Progress Note
Scenario 1: 'Fast Service Entry' - Form Verification [MSO]
Specific Setup:
  • Avatar MSO Registry Setting 'Fast Service Entry -> Show Additional Fields' must be set to 'Y' (ENABLED)
  • Member without current 'Member Specific Information' entry (Client A).
Steps
  1. Access the 'Fast Service Entry' form.
  2. Click the 'Date Claims Received' field and press the "Right Arrow" key.
  3. Validate the 'Date Claims Received T' field is now in context
  4. Press the "Enter" key on the 'Date Claims Received T' field.
  5. Validate the 'Date Claims Received' field contains today's date.
  6. Press the "Right Arrow" key on the 'Date Claims Received T' field.
  7. Validate the 'Date Claims Received Y' field is now in context.
  8. Press the "Enter" key on the 'Date Claims Received Y' field.
  9. Validate the 'Date Claims Received' field contains yesterday's date.
  10. Press the "Right Arrow" key on the 'Date Claims Received Y' field.
  11. Validate the 'Arrows' are now in context.
  12. Press the "Up and Down Arrow" keys and validate the date adjusts accordingly.
  13. Enter the desired value in the 'Date Claims Received' field and press the "Tab" key.
  14. Validate the form is now open to the 'Fast Service Detail' section.
  15. Click [Add New Item] and press the "Tab" key.
  16. Validate the 'Yes-Copy Date on Add' field is in context.
  17. Enter "Client A" in the 'Member Name of ID' field.
  18. Enter the desired value in the 'Funding Source' field.
  19. Enter the desired date in the 'Date of Service' field and press the "Tab" key.
  20. Validate the 'Date of Service (End)' is now in context.
  21. Enter the desired value in the 'Provider' field.
  22. Enter the desired value in the 'Location' field.
  23. Populate all required and desired fields.
  24. Click [Add New Item].
  25. Validate the grid retains the data input in the previous steps.
  26. Select the first entry in the 'Fast Service Entry Summary' table.
  27. Click [Edit Selected Item].
  28. Validate the 'Location' field contains the value entered in the previous steps.
  29. Populate/update the desired fields.
  30. Submit the form.
Scenario 2: 'Individual Progress Note' - Keyboard Navigation
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • User must have the 'All Documents' widget and the 'Console Widget Viewer' configured to a view.
Steps
  1. Access the 'Individual Progress Note' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select any value in the 'Progress Note For' field.
  4. Select any value in the 'Note Type' field.
  5. Enter any value in the 'Notes Field'.
  6. Select any value in the 'Practitioner' field and press the "Tab" key.
  7. Validate the 'Date of Service' field is now in context.
  8. Press the "Right Arrow" key on the 'Date of Service' field.
  9. Validate the 'Date of Service T' field is now in context.
  10. Press the "Enter" key on the 'Date of Service T' field.
  11. Validate the 'Date of Service' field contains today's date.
  12. Press the "Right Arrow" key on the 'Date of Service T' field.
  13. Validate the 'Date of Service Y' is now in context.
  14. Press the "Enter" key on the 'Date of Service Y' field.
  15. Validate the 'Date of Service' field contains yesterday's date.
  16. Press the "Right Arrow" key on the 'Date of Service Y' field.
  17. Validate the 'Arrows' are now in context.
  18. Press the "Up and Down Arrow" keys and validate the date adjusts accordingly.
  19. Populate all required and desired fields.
  20. Select "Final" in the 'Draft/Final' field.
  21. Click [Submit Note], [Sign], and [OK].
  22. Select "Client A" and navigate to the 'All Documents' widget.
  23. Select the 'All Forms' tab.
  24. Select "Individual Progress Note" in the 'Form Description'.
  25. Double click on the entry for today.
  26. Validate the 'Console Widget Viewer' displays the progress note filed in the previous steps.
Topics
• myAvatar/myAvatar NX • NX
AV-77359 Summary | Details
Avatar NX - Topaz Signature Pads
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
  • Order Entry Console
  • Treatment Plan
Scenario 1: Recording a signature in the eMAR widget for a Sliding Scale Insulin order where a template was not selected or created.
Specific Setup:
  • Citrix Users - Citrix Versions (pre - 7.6) - BSB / BBSB pads are supported.
  • A client must have an active episode (Client A).
  • Validate that a Sliding Scale Insulin order code exists (Order Code A).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Remain on the 'Orders This Episode' tab.
  3. Search for and select "Order Code A" in the 'New Order' field.
  4. Click [Sliding Scale Instructions].
  5. Validate that the Sliding Scale Insulin template dialog is displayed.
  6. Do not select a template or create a new one.
  7. Click [Close/Cancel].
  8. Enter any value in the 'Dose', 'Dose Unit' and 'Freq' fields.
  9. Enter "30" and select [Days] in the 'Duration' field.
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate the Order grid contains the new order.
  12. Access the 'eMAR' widget
  13. Validate that the name of "Client A" is displayed after 'Patient' in the format of Last Name, First Name (PATID).
  14. Validate that the order created in the above steps is displayed.
  15. Select a cell for the order displayed and click [Administer].
  16. Validate the Administration Event dialog is displayed.
  17. Check the 'Client Signature' checkbox.
  18. Validate the [Sign Signature] button is enabled and required.
  19. Click [Sign Signature].
  20. Validate the 'Please Sign' dialog is displayed.
  21. Sign the signature pad.
  22. Click [OK].
  23. Validate the signature displays.
  24. Fill out all required fields.
  25. Check the 'Accept administration information entered' checkbox.
  26. Click [OK].
  27. Validate the cell selected contains the amount given and the time given.
Scenario 2: Progress Notes (Group and Individual) - obtain signature
Specific Setup:
  • Citrix Users - Citrix Versions (pre - 7.6) - BSB / BBSB pads are supported.
  • The 'Progress Notes (Group and Individual)' form must have a signature field.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Click [Sign] in the 'Signature' field.
  7. Validate the 'Please Sign On Signature Pad' dialog is displayed.
  8. Sign on the signature pad.
  9. Validate the dialog contains the signature.
  10. Click [OK].
  11. Validate the 'Please Sign On Signature Pad' dialog is no longer displayed.
  12. Validate the 'Signature' field contains the signature.
  13. Select "Final" in the 'Draft/Final' field.
  14. File the note.
Scenario 3: Treatment Plan - obtain signature
Specific Setup:
  • Citrix Users - Citrix Versions (pre - 7.6) - BSB / BBSB pads are supported.
  • The 'Treatment Plan' form must have a signature field.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Add the desired treatment plan items.
  7. Click [Return To Plan].
  8. Click [Sign] in the 'Signature' field.
  9. Validate the 'Please Sign On Signature Pad' dialog is displayed.
  10. Sign on the signature pad.
  11. Validate the dialog contains the signature.
  12. Click [OK].
  13. Validate the 'Please Sign On Signature Pad' dialog is no longer displayed.
  14. Validate the 'Signature' field contains the signature.
  15. Select "Final" in the 'Treatment Plan Status' field.
  16. Submit the form.
Topics
• NX • Order Entry Console • Progress Notes • Treatment Plan
AV-77373 Summary | Details
OE NX - AOE field types
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • External Lab/Radiology Definition for CareConnect
  • Order Code Setup
  • Order Entry Console - AOE Question Dialog
  • Orders This Episode
Scenario 1: OE NX - Compendium AOE's - Date fields
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Access the 'External Lab/Radiology Definition for CareConnect' form.
  2. Select 'Add' from the 'Add New or Edit Existing Vendor' field.
  3. Select 'Lab' from the 'External Application Type' field.
  4. Select 'Yes' from the 'eVendor' field.
  5. Select "Change Health-LabCorp" from the 'Vendor to Define' field.
  6. Select "TA" from the 'Vendor Business Unit' field.
  7. Select "90550015" from the 'Vendor Account Number' field.
  8. Set the 'Vendor Name' field to "LabCorp-CHC".
  9. Select 'LabCorp' from the 'Lab Vendor Company' field and click [Submit].
  10. Validate a message is displayed stating "Do you wish to return to form" and click [No].
  11. Access the 'Order Code Setup' form.
  12. Select 'Add New Code' from the 'Add/Edit Order Code' field.
  13. Set the 'New Order Code' field to "Sars-CoV-2".
  14. Set the 'Order Code Description' field to "Sars-CoV-2".
  15. Select "Lab" from the 'Order Type' field.
  16. Click [External Lab Definition].
  17. Click [New Row].
  18. Set the 'Lab Vendor Name' cell to "LabCorp-CHC.
  19. Set the 'Compendium Order Code' cell to "SARS-CoV-2, NAA" - row 1 cell and click [Save].
  20. Validate a message displays stating "Exit Grid?" and click [Yes].
  21. Click [Submit].
  22. Validate a message displays stating "Order Code Setup has completed. Do you wish to return to form?" and click [No].
  23. Select "Client A" and access the Order Entry Console.
  24. Search for and select "SARS-CoV-2, NAA" from the 'New Order' field.
  25. Select "Daily" from the 'Frequency' field.
  26. Validate the 'External Lab Vendor Destination' field is equal to "LabCorp-CHC".
  27. Select "Lab Vendor Staff will Collect" from the 'Specimen Collection' field.
  28. Set the Duration field to "3" and click [Days] and [Add to Scratchpad].
  29. Validate the 'Ask On Order Entry' dialog displays.
  30. Answer all "AOE" questions and click [Save].
  31. Click [Sign] under the 'Scratchpad'.
  32. Validate the 'Order grid' contains an order for "SARS-CoV-2, NAA Daily, Lab Vendor Staff will Collect, LabCorp-CHC".
Topics
• Ask on Order Entry questions
AV-77685 Summary | Details
Task List - "Due" and "Initiated" times for Unscheduled Tasks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
  • Task Frequency
  • Task Shift
  • Frequency Code Setup
Scenario 1: Task List - Creating an Unscheduled Task based on Task Shift frequencies
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Shift' form.
  2. Select "Add" from the 'Add/Edit Shift Definition' field.
  3. Set the 'New Shift Code' field to "Nurse" and press [TAB].
  4. Set the 'Shift Description' field to "Nursing Shifts".
  5. Set the 'Shift 1 Start Time' field to "0800" and press [TAB].
  6. Set the 'Shift 2 Start Time' field to "1600" and press [TAB].
  7. Set the 'Shift 3 Start Time' field to "0000" and press [TAB].
  8. Validate the 'Shift 1 End Time' field contains "1559".
  9. Validate the 'Shift 2 End Time' field contains "2359".
  10. Validate the 'Shift 3 End Time' field contains "0759".
  11. Click [Submit].
  12. Validate a message is displayed that states: "Task Shift has completed. Do you wish to return to form?" and click [No].
  13. Access the 'Task Frequency' form.
  14. Select "Add" from the 'Add/Edit Frequency' field.
  15. Set the 'New Task Frequency Code' field to "Nurse" and press [TAB].
  16. Set the 'Task Frequency Description' field to "Nursing Shifts".
  17. Select "Shift" from the 'Type of Frequency' field.
  18. Select "Nursing Shifts (Nurse)" from the 'Shift' field and click [Submit].
  19. Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No].
  20. Access the 'Task Definitions' form.
  21. Select "Add" from the 'Add/Edit Task Definition' field.
  22. Set the 'New Task Code' field to "Shift" and press [Tab].
  23. Set the 'Task Title' field to "Nurse Shift Example".
  24. Select "Yes" from the 'Override Originating Task Details' field
  25. Select "Nursing Shifts (Nurse)" from the 'Default Frequency' field.
  26. Set the 'Default Duration' field to "1".
  27. Select "Days" from the 'Default Duration (Units)' field and click [Submit].
  28. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  29. Access the 'Task Associations' form.
  30. Select "Task Definition" from the 'Task Type' field.
  31. Search for and select "Nurse Shift Example (Shift)" from the 'Task Group/Definition' field.
  32. Select "Add" from the 'Add/Edit/Delete Association' field.
  33. Select "Order Entry" from the 'Order Event' field.
  34. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'Order Code' field.
  35. Click [Update Associations] and [Submit].
  36. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  37. Select "Client A" and access the Order Entry Console.
  38. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'New Order' field.
  39. Set the 'Dose' field to "1".
  40. Select "Tablet" from the 'Dose Unit' field.
  41. Select "EVERY DAY" from the 'Freq' field.
  42. Set the 'Duration' field to "1" and click [Days].
  43. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  44. Access the 'Task List' widget.
  45. Search and select "Client A" from the 'Search Patients' field.
  46. Validate that one task labeled: 'Nurse Shift Example' is displayed and placed under the Unscheduled column based on the current time.
Scenario 2: Task List - Create Unscheduled Task
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "Unschedule" and press Tab.
  4. Set the 'Task Title' field to "Unscheduled Task" and click [Submit].
  5. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Unscheduled Task (Unschedule)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "ECHINACEA 167 MG TABLET ORAL" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "ECHINACEA 167 MG TABLET ORAL" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "Tablet" from the 'Dose Unit' field.
  18. Select "EVERY DAY" from the 'Freq' field.
  19. Set the 'Duration' field to "1" and click [Days].
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the 'Order grid' contains an order for "ECHINACEA 167 MG TABLET ORAL".
  22. Access the 'Task List' widget.
  23. Search for and select "Client A" from the 'Search Patients' field.
  24. Validate that an "Unscheduled Task" task appears under the Unscheduled column.
  25. Select the first "Unscheduled Task" task.
  26. Validate the 'Due' field contains the current date and no time.
Scenario 3: Task List - Creating a Task with a STAT frequency
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "Stat" and press [Tab].
  4. Set the 'Task Title' field to "Stat Task" and click [Submit].
  5. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Stat Task (Stat)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "AQUA VELVA CLASSIC ICE BLUE SOLUTION TOPICAL APPLICATION" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "AQUA VELVA CLASSIC ICE BLUE SOLUTION TOPICAL APPLICATION" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "app" from the 'Dose Unit' field.
  18. Select "STAT" from the 'Freq' field.
  19. Validate the 'Duration' field contains "1" and [Days] is selected.
  20. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  21. Validate the 'Interactions' dialog is displayed.
  22. Override any interactions and click [Save Override and Exit] button.
  23. Access the 'Task List' widget.
  24. Search and select "Client A" from the 'Search Patients' field.
  25. Validate that one user-defined task labeled "Stat Task" was created and placed under the 'Unscheduled' column.
  26. Validate that one eMAR task labeled "STAT Med Admin" was created and placed under the 'Unscheduled' column.
Topics
• myAvatar/myAvatar NX • Order Entry Console • STAT Order
AV-77686 Summary | Details
Task List - Sorting of grouped Tasks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
Scenario 1: Task List - Creating and Discontinuing an Interval Task that occurs multiple times per hour
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "15mins" and press [Tab].
  4. Set the 'Task Title' field to "Every 15 Minutes Task" and click [Submit].
  5. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Every 15 Minutes Task (15mins)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "app" from the 'Dose Unit' field.
  18. Select "Every 15 Minutes" from the 'Freq' field.
  19. Set the 'Duration' field to "1" and click [Days].
  20. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  21. Access the 'Task List' widget.
  22. Search and select "Client A" from the 'Search Patients' field.
  23. Validate tasks labeled "(4) Every 15 Minutes Task" are created under every future hour.
  24. Click the first task labeled: "(4) Every 15 Minutes Task".
  25. Validate four tasks are displayed in the "(4) Every 15 Minutes Task" group with 'Due' times fifteen minutes apart and in chronological order.
  26. Access the Order Entry Console.
  27. Select the order for "HYLAND'S BUG BITE OINTMENT TOPICAL APPLICATION" and click [D/C].
  28. Set the 'Discontinue Time' field to two hours from the current time.
  29. Click [Add to Scratchpad] and [Sign].
  30. Access the 'Task List' widget.
  31. Validate that any tasks labeled "Every 15 Minutes Task" are discontinued starting at two hours from the current time.
Topics
• myAvatar/myAvatar NX • Order Entry Console
AV-77923 Summary | Details
Task List - Resizing Improvements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
  • Task List Dialog
Scenario 1: Task List - Task Definition that launches Flowsheet
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.
  • Flowsheet must have a "Vital Signs" assessment configured with the tag: "PulseOx".
  • An Order Code must exist for "Pulse Oximetry".
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "PulseOx" and press [Tab].
  4. Set the 'Task Title' field to "Pulse Ox".
  5. Select "Flowsheet" from the 'Task Action Type' field and click [Submit].
  6. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  7. Access the 'Task Associations' form.
  8. Select "Task Definition" from the 'Task Type' field.
  9. Set the 'Task Group/Definition' field to "Pulse Ox".
  10. Select "Pulse Ox (PulseOx)" from the 'Task Group/Definition' field.
  11. Select "Add" from the 'Add/Edit/Delete Association' field.
  12. Select "Order Entry" from the 'Order Event' field.
  13. Set the 'Order Code' field to "Pulse Oximetry".
  14. Select "Pulse Oximetry" from the 'Order Code' field.
  15. Click [Update Associations] and [Submit].
  16. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  17. Select "Client A" and access the Order Entry Console.
  18. Search for and select "Pulse Oximetry" from the 'New Order' field.
  19. Select "Every Hour" from the 'Frequency' field.
  20. Set the 'Duration' field to "6" and click [Hours].
  21. Click [Add to Scratchpad] and [Sign].
  22. Access the 'Task List' widget.
  23. Search for and select "Client A" from the 'Search Patients' field.
  24. Select the first task labeled: 'Pulse Ox' and click [Complete].
  25. Validate that a 'Flowsheet Assessment' is launched in full screen.
  26. Complete all fields for the displayed assessment and click [Sign].
  27. Validate the previously selected task labeled: 'Pulse Ox' has been removed.
Scenario 2: Task List - Task Definition that launches Modeled Form
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "Modeled" and press [Tab].
  4. Set the 'Task Title' field to "Modeled Form" and click [Submit].
  5. Select "Modeled Form" from the 'Task Action Type' field.
  6. Select "Academic Assessments" from the 'Form' field.
  7. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  8. Access the 'Task Associations' form.
  9. Select "Task Definition" from the 'Task Type' field.
  10. Search for and select "Modeled Form (Modeled)" from the 'Task Group/Definition' field.
  11. Select "Add" from the 'Add/Edit/Delete Association' field.
  12. Select "Order Entry" from the 'Order Event' field.
  13. Search for and select "Lisinopril et LISINOPRIL 10 MG Tablet ORAL" from the 'Order Code' field.
  14. Click [Update Associations] and [Submit].
  15. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  16. Select "Client A" and access the Order Entry Console.
  17. Search for and select "Lisinopril et LISINOPRIL 10 MG Tablet ORAL" from the 'New Order' field.
  18. Set the 'Dose' field to "1".
  19. Select "Tablet" from the 'Dose Unit' field.
  20. Select "Every Hour" from the 'Freq' field.
  21. Set the 'Duration' field to "6" and click [Hours].
  22. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  23. Validate the 'Interactions' dialog is displayed.
  24. Override any interactions and click [Save Override and Exit] button.
  25. Access the 'Task List' widget.
  26. Search and select "Client A" from the 'Search Patients' field.
  27. Validate that six tasks labeled: "Modeled Form" are created and placed under the next six hours.
  28. Click on the first "Modeled Form" task and click [Complete].
  29. Validate an 'ENTER COMPLETION DATE AND TIME' dialog is displayed and click [Open Form].
  30. Validate the 'Academic Assessments' form is launched.
  31. Set the 'Assessing Date' field to the current date and click [Submit].
  32. Validate the first task labeled: "Modeled Form" is been removed.
Scenario 3: Task List - Complete, Attempt, and Dismiss generic Scheduled Tasks
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "Example" and press Tab.
  4. Set the 'Task Title' field to "Task Example" and click [Submit].
  5. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Task Example (Example)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "CORGARD 20 MG TABLET ORAL" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "CORGARD 20 MG TABLET ORAL" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "Tablet" from the 'Dose Unit' field.
  18. Select "Every Hour" from the 'Freq' field.
  19. Set the 'Duration' field to "6" and click [Hours].
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the 'Interactions' dialog is displayed.
  22. Override all interactions and click [Save Override and Exit].
  23. Access the 'Task List' widget.
  24. Search for and select "Client A" from the 'Search Patients' field.
  25. Validate that six "Task Example" tasks are created under first six hours.
  26. Select the first "Task Example" task.
  27. Validate the "Due" field contains the scheduled date and time of the task.
  28. Click [Complete].
  29. Validate the 'Complete Date' field contains the current date.
  30. Validate the 'Complete Time' field contains the current time and click [Save].
  31. Validate that the first 'Task Example' task is removed.
  32. Select the second "Task Example" task and click 'Mark as Attempted'.
  33. Select "Other" from the 'Rationale for not completing task' field.
  34. Set the 'Reason' field to any value and click [Save].
  35. Validate that the second 'Task Example' task has an orange circle, indicating that the task was Attempted.
  36. Select the second "Task Example" task and click [Complete] and Save.
  37. Validate that the second 'Task Example' task is removed.
  38. Select the third "Task Example" task and click 'Dismiss'.
  39. Select "Patient Refused" from the 'Rationale for not completing task' field and click [Save].
  40. Validate the third 'Task Example' task is removed.
Topics
• myAvatar/myAvatar NX • NX • Order Entry Console
AV-77924 Summary | Details
Task List - Additional info on the Task disposition dialog.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
Scenario 1: Task List - Complete, Attempt, and Dismiss generic Scheduled Tasks
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "Example" and press Tab.
  4. Set the 'Task Title' field to "Task Example" and click [Submit].
  5. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Task Example (Example)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "CORGARD 20 MG TABLET ORAL" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "CORGARD 20 MG TABLET ORAL" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "Tablet" from the 'Dose Unit' field.
  18. Select "Every Hour" from the 'Freq' field.
  19. Set the 'Duration' field to "6" and click [Hours].
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the 'Interactions' dialog is displayed.
  22. Override all interactions and click [Save Override and Exit].
  23. Access the 'Task List' widget.
  24. Search for and select "Client A" from the 'Search Patients' field.
  25. Validate that six "Task Example" tasks are created under first six hours.
  26. Select the first "Task Example" task.
  27. Validate the "Due" field contains the scheduled date and time of the task.
  28. Click [Complete].
  29. Validate the 'Complete Date' field contains the current date.
  30. Validate the 'Complete Time' field contains the current time and click [Save].
  31. Validate that the first 'Task Example' task is removed.
  32. Select the second "Task Example" task and click 'Mark as Attempted'.
  33. Select "Other" from the 'Rationale for not completing task' field.
  34. Set the 'Reason' field to any value and click [Save].
  35. Validate that the second 'Task Example' task has an orange circle, indicating that the task was Attempted.
  36. Select the second "Task Example" task and click [Complete] and Save.
  37. Validate that the second 'Task Example' task is removed.
  38. Select the third "Task Example" task and click 'Dismiss'.
  39. Select "Patient Refused" from the 'Rationale for not completing task' field and click [Save].
  40. Validate the third 'Task Example' task is removed.
Topics
• myAvatar/myAvatar NX • Order Entry Console
AV-78089 Summary | Details
Avatar NX - Search fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
  • Individual Progress Note
Scenario 1: Diagnosis - Editing a diagnosis
Specific Setup:
  • Client A must be enrolled in an existing episode and have an existing diagnosis entered (Diagnosis A).
Steps
  1. Access the 'Diagnosis' form.
  2. Verify the "Select Client" dialog is displayed.
  3. Search for "Client A" in the "Select Client" dialog.
  4. Select "Client A" from the 'Results' field.
  5. Validate a Pre-Display is displayed showing existing diagnoses for "Client A".
  6. Select "Diagnosis A".
  7. Click [Edit].
  8. Enter an invalid time in the 'Time of Diagnosis' field.
  9. Validate an Error message stating: "Invalid time format. HH:MM AM, HH:MM PM or HHMM military time (Midnight is 0000 hours.)"
  10. Validate the 'Time of Diagnosis' field defaults to the time that was saved prior.
  11. Change the 'Time of Diagnosis' field to the current time.
  12. Enter a different practitioner in the 'Diagnosing Practitioner' field.
  13. Navigate to the myDay view.
  14. Navigate back to the open 'Diagnosis' form.
  15. Validate the 'Diagnosing Practitioner' contains the value entered in the previous steps.
  16. Click [Submit].
  17. Validate a Pre-Display Confirmation dialog is displayed stating: Do you want to return to Pre-Display?
  18. Click [No].
Scenario 2: 'Individual Progress Note' - validate client header
Specific Setup:
  • Two clients must be enrolled in existing episodes (Client A and Client B).
Steps
  1. Select "Client A" and access the 'Individual Progress Note' form.
  2. Validate the client header contains "Client A".
  3. Enter "Client B" in the 'Select Client' field.
  4. Validate the client header refreshes and contains "Client B".
  5. Access any form.
  6. Validate the form opens.
  7. Navigate back to the open 'Individual Progress Note' form.
  8. Validate the client header contains "Client B".
  9. Populate all required and desired fields.
  10. Click [Submit Note].
  11. Validate a Progress Note dialog stating: "Note Filed."
  12. Click [OK].
  13. Close the form.
Topics
• Diagnosis • NX • Progress Notes
AV-78289 Summary | Details
Order Entry Console (Orders This Episode section) - Lab Orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Orders This Episode
Scenario 1: Order Entry Console - Lab Orders - First Collect
Specific Setup:
  • The '(509) Require A Frequency Code on Orders' extended attribute off of 'Order Entry Tabled Files''(500) Order Types' must be set to "Yes" for "Lab".
  • Please log out of the application and log back in after completing the above configuration.
  • 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
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "CBC" from the ‘New Order’ field.
  3. Validate the 'Frequency' field is required as identified by the red text.
  4. Validate the ‘Frequency’ field is equal to "DAILY - 12PM".
  5. 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".
  6. Validate the ‘First Collect Time’ field is equal to "12:00 PM".
  7. Validate the ‘External Lab Vendor Destination’ field is equal to the lab vendor associated with the order code.
  8. Click [Reason-View].
  9. Validate the 'Multiple Reason Checklist' dialog is displayed.
  10. Select any value in the 'Reasons' field and click [Save].
  11. Select any value in the ‘Diagnosis’ field.
  12. Set the ‘Duration’ field to "5" and click [Days].
  13. Set the ‘Frequency’ field is equal to no value.
  14. Click [Add to Scratchpad].
  15. Validate the 'Action' cell for the "Complete Blood Count" order contains "ADD" and a red flag.
  16. Select the "Complete Blood Count" order in the Scratchpad.
  17. Select "DAILY - 12:00 PM" from the 'Frequency' field.
  18. Click [Update Order] and [Sign].
  19. Validate the ‘Order grid’ contains an order for "CBC".
  20. Select the "CBC" order and click [Modify].
  21. Validate the 'Frequency' field is required as identified by the red text.
  22. Validate the 'Frequency' field contains "DAILY - 12PM".
  23. 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".
  24. Validate the 'First Collect Time' field is equal to "12:00 PM".
  25. Click [Add to Scratchpad] and [Sign].
  26. Select the "CBC" order in the 'Order grid' and click [Copy].
  27. Validate the 'Frequency' field is required as identified by the red text.
  28. Validate the 'Frequency' field contains "DAILY - 12PM".
  29. 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".
  30. Validate the 'First Collect Time' field is equal to "12:00 PM".
  31. Validate the 'Start Date' field contains the current date.
  32. Validate the 'Start Time' field contains the current time.
  33. Click [Add to Scratchpad] and [Sign].
  34. Validate the 'Interactions' dialog is displayed.
  35. Override all interactions and click [Save Override and Exit].
  36. Validate the ‘Order grid’ contains an order for "CBC".
Topics
• NX • Order Entry Console
AV-78332 Summary | Details
Task List - Changes to Shift Frequencies
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
  • Task Frequency
  • Task Shift
  • Frequency Code Setup
Scenario 1: Task List - Creating an Unscheduled Task based on Task Shift frequencies
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Shift' form.
  2. Select "Add" from the 'Add/Edit Shift Definition' field.
  3. Set the 'New Shift Code' field to "Nurse" and press [TAB].
  4. Set the 'Shift Description' field to "Nursing Shifts".
  5. Set the 'Shift 1 Start Time' field to "0800" and press [TAB].
  6. Set the 'Shift 2 Start Time' field to "1600" and press [TAB].
  7. Set the 'Shift 3 Start Time' field to "0000" and press [TAB].
  8. Validate the 'Shift 1 End Time' field contains "1559".
  9. Validate the 'Shift 2 End Time' field contains "2359".
  10. Validate the 'Shift 3 End Time' field contains "0759".
  11. Click [Submit].
  12. Validate a message is displayed that states: "Task Shift has completed. Do you wish to return to form?" and click [No].
  13. Access the 'Task Frequency' form.
  14. Select "Add" from the 'Add/Edit Frequency' field.
  15. Set the 'New Task Frequency Code' field to "Nurse" and press [TAB].
  16. Set the 'Task Frequency Description' field to "Nursing Shifts".
  17. Select "Shift" from the 'Type of Frequency' field.
  18. Select "Nursing Shifts (Nurse)" from the 'Shift' field and click [Submit].
  19. Validate a message is displayed that states: "Task Frequency has completed. Do you wish to return to form?" and click [No].
  20. Access the 'Task Definitions' form.
  21. Select "Add" from the 'Add/Edit Task Definition' field.
  22. Set the 'New Task Code' field to "Shift" and press [Tab].
  23. Set the 'Task Title' field to "Nurse Shift Example".
  24. Select "Yes" from the 'Override Originating Task Details' field
  25. Select "Nursing Shifts (Nurse)" from the 'Default Frequency' field.
  26. Set the 'Default Duration' field to "1".
  27. Select "Days" from the 'Default Duration (Units)' field and click [Submit].
  28. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
  29. Access the 'Task Associations' form.
  30. Select "Task Definition" from the 'Task Type' field.
  31. Search for and select "Nurse Shift Example (Shift)" from the 'Task Group/Definition' field.
  32. Select "Add" from the 'Add/Edit/Delete Association' field.
  33. Select "Order Entry" from the 'Order Event' field.
  34. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'Order Code' field.
  35. Click [Update Associations] and [Submit].
  36. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
  37. Select "Client A" and access the Order Entry Console.
  38. Search for and select "PRILOSEC 10 MG/1 PACKET ORAL" from the 'New Order' field.
  39. Set the 'Dose' field to "1".
  40. Select "Tablet" from the 'Dose Unit' field.
  41. Select "EVERY DAY" from the 'Freq' field.
  42. Set the 'Duration' field to "1" and click [Days].
  43. Complete any other required fields and click [Add to Scratchpad] and [Sign].
  44. Access the 'Task List' widget.
  45. Search and select "Client A" from the 'Search Patients' field.
  46. Validate that one task labeled: 'Nurse Shift Example' is displayed and placed under the Unscheduled column based on the current time.
Scenario 2: Task List - Create Unscheduled Task
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "Unschedule" and press Tab.
  4. Set the 'Task Title' field to "Unscheduled Task" and click [Submit].
  5. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  6. Access the 'Task Associations' form.
  7. Select "Task Definition" from the 'Task Type' field.
  8. Search for and select "Unscheduled Task (Unschedule)" from the 'Task Group/Definition' field.
  9. Select "Add" from the 'Add/Edit/Delete Association' field.
  10. Select "Order Entry" from the 'Order Event' field.
  11. Search for and select "ECHINACEA 167 MG TABLET ORAL" from the 'Order Code' field.
  12. Click [Update Associations] and [Submit].
  13. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "ECHINACEA 167 MG TABLET ORAL" from the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "Tablet" from the 'Dose Unit' field.
  18. Select "EVERY DAY" from the 'Freq' field.
  19. Set the 'Duration' field to "1" and click [Days].
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the 'Order grid' contains an order for "ECHINACEA 167 MG TABLET ORAL".
  22. Access the 'Task List' widget.
  23. Search for and select "Client A" from the 'Search Patients' field.
  24. Validate that an "Unscheduled Task" task appears under the Unscheduled column.
  25. Select the first "Unscheduled Task" task.
  26. Validate the 'Due' field contains the current date and no time.
Topics
• myAvatar/myAvatar NX • Order Entry Console
AV-78605 Summary | Details
OE NX - Home Medications - Edit
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 - Edit a 'Client Reported' order
Specific Setup:
  • The logged in user must have the 'Default to Client Reported' field checked in the 'Order Entry User Definition' form
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Validate the 'Client Reported' checkbox is checked.
  4. Search for and select "Ativan 1 MG Tablet Oral" from the 'New Order' field and click [Save].
  5. Validate the 'Order Type' cell contains "Client Reported".
  6. Uncheck the 'Client Reported' checkbox.
  7. Select the "Ativan 1 MG" order created from the 'Order grid' and click [Edit].
  8. Validate the 'Client Reported' checkbox is checked.
  9. Validate the 'New Order' field is "Disabled".
  10. Validate the 'Start Date' field is equal to the current date.
  11. Set the 'Stop Date' field to the current date and click [Save].
  12. Validate the 'Order grid' no longer contains an order for "Ativan 1 MG".
Topics
• NX • Order Entry Console
AV-78675 Summary | Details
'All Documents' widget - Form Edits
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Documents Widget
  • Ambulatory Progress Notes (Diag Entry - Mednote)
  • Client Observation
  • Treatment Plan
  • Against Medical Advice
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 containing the 'Primary All Documents' widget and 'Console Widget Viewer' must exist and assigned to a users view.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Select the 'All Forms' field.
  3. Click [New Record].
  4. Select "Client Observation" from the 'New Record' field.
  5. Fill out any required and desired fields.
  6. Click [Submit] and [No].
  7. Validate the user is returned to the 'All Documents' view.
  8. Refresh the 'All Documents' widget.
  9. Select the 'All Forms' field.
  10. Select "Client Observation" from the 'Form Description' field.
  11. Validate the 'Client Observation' record displays.
  12. Click [New Record].
  13. Select "Medical Note" from the 'New Record' field.
  14. Fill out any required and desired fields.
  15. Click [Submit].
  16. Refresh the 'All Documents' widget.
  17. Select the 'All Forms' field.
  18. Select "Medical Note" from the 'Form Description' field.
  19. Validate the 'Medical Note' record displays.
  20. Select the 'Medical Note' and click [Open].
  21. Select "Final" in the 'Final/Draft' field.
  22. Click [Submit].
  23. Refresh the 'All Documents' widget.
  24. Select the 'All Forms' field.
  25. Select "Medical Note" from the 'Form Description' field.
  26. Validate the 'Medical Note' record displays.
  27. Select the 'Medical Note' and click [Open].
  28. Validate an Error dialog stating: "This note cannot be edited in this manner."
  29. Click [OK].
  30. Validate the user is returned to the 'All Documents' view.
  31. Refresh the 'All Documents' widget.
  32. Select the 'All Forms' field.
  33. Click [New Record].
  34. Select "Treatment Plan" from the 'New Record' field.
  35. Fill out any required and desired fields.
  36. Select "Final" in the 'Treatment Plan Status' field.
  37. Click [Submit].
  38. Refresh the 'All Documents' widget.
  39. Select "Treatment Plan" from the 'Form Name' field.
  40. Validate the 'Treatment Plan' record displays.
  41. Select the 'Treatment Plan' and verify the 'Open' button is disabled.
Scenario 2: Validate modeled forms that do not allow edits cannot be edited in the 'All Documents' widget
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • User must have the 'All Documents' widget and the 'Console Widget Viewer' configured to a view ('All Documents' view).
  • Must have a modeled form defined that does not allow edits ('Against Medical Advice' modeled form is used for testing).
  • Please note: This is for Avatar NX systems only.
Steps
  1. Select "Client A" and access the 'Against Medical Advice (AMA)' form.
  2. Fill out all required and desired fields.
  3. Click [Submit].
  4. Navigate to the 'All Documents' view.
  5. Select the 'All Forms' field.
  6. Select "Against Medical Advice (AMA)" from the 'Form Description' field.
  7. Validate the record displays and select it.
  8. Validate the 'Open' button is disabled in the 'All Documents' widget.
  9. Validate the record opens in the 'Console Widget Viewer' and that the 'Open Record' button is disabled.
Scenario 3: Validate modeled forms when they do not allow edits
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Must have a modeled form defined that does not allow edits ('Against Medical Advice' modeled form is used for testing).
Steps
  1. Select "Client A" and access the 'Against Medical Advice (AMA)' form.
  2. Fill out all required and desired fields.
  3. Click [Submit].
  4. Select "Client A" and access the 'Against Medical Advice (AMA)' form.
  5. Verify the entry in the previous steps displays the correct date and time.
  6. Try to select the entry from the previous steps.
  7. Validate the form does not reopen.
  8. Close the form.
Topics
• Modeling • NX • Progress Notes • Treatment Plan • Widgets
AV-78698 Summary | Details
Taper/Titrate - 'Days' field.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console - Admission Med Reconciliation
  • Order Entry Console - Interactions dialog
  • Order Entry Console - Warning Dialog - Duplicate Order
  • Order Entry Console
  • Order Entry Console - Home Medications section - Taper/Titrate dialog
  • Orders This Episode
  • Order Entry Console - Taper/Titration dialog
Scenario 1: OE NX - Admission Medication Reconciliation - Taper/Titrate - Calendar
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Select the ‘Admission Medication Reconciliation’ tab.
  3. Search for and select "Prednisone 10 MG Tablet Oral" in the ‘New Order’ field.
  4. Click [Taper/Titrate].
  5. Validate that 'Calendar' is selected.
  6. Click the ‘Add Step’ link.
  7. Set the 1st ‘Dose’ field to “3” and press [Tab].
  8. Validate the 1st ‘Dose Unit’ field contains “Tablet”.
  9. Validate the 'Days' field does not contain a value and is required.
  10. Set the 1st ‘Days’ field to “3”.
  11. Select “3 TIMES A DAY” in the ‘Freq’ field.
  12. Set the 2nd ‘Dose’ field to “2” and press [Tab].
  13. Validate the 2nd ‘Dose Unit’ field contains “Tablet”.
  14. Validate the 'Days' field does not contain a value and is required.
  15. Set the 2nd ‘Days’ field to “”.
  16. Select “TWICE A DAY” in the ‘Freq’ field.
  17. Click [Add to Scratchpad].
  18. Validate the Error dialog is displayed "Days field is required." and click [OK].
  19. Select "3" from the Days field.
  20. Click [Add to Scratchpad].
  21. Validate the ‘Inpatient Medications Scratchpad’ contains an order for “Prednisone 10 MG Table Oral, TWICE A DAY” and an order for “Prednisone 10 MG Table Oral, 3 TIMES A DAY”.
  22. Click [Reconcile & Sign].
  23. Validate the 'Interactions' dialog is displayed.
  24. Override all interactions and click [Save Override and Exit].
  25. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Scenario 2: Validate that the Taper/Titrate button is available when creating a new order in the Order Entry Console (Discharge Med Reconciliation section)
Specific Setup:
  • Avatar OE 2019 Update 13 is required in order to utilize full functionality.
  • OrderConnect must be configured to communicate with myAvatar and vice versa.
  • OrderConnect v2 (17.14) is required in order to utilize full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3 -Enable both Admission and Discharge Medication Reconciliation". Please note: This must be completed by Netsmart Staff.
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Dose Conversion During Medication Reconciliation' registry setting must be set to "3 - Both oral solids and liquids".
  • Client A must be in an active Inpatient episode.
  • Client A must have information filed in the 'Allergies and Hypersensitivities' form and in the 'height' and 'weight' fields in the 'Vitals Entry' form.
  • Client A must have Diagnosis information filed in the 'Diagnosis' form. (Diagnosis A)
Steps
  1. Access the 'Order Entry Console' for Client A.
  2. Click the 'Discharge Med Reconciliation' tab.
  3. Uncheck the 'No Prescription Required' checkbox.
  4. Set the 'New Order' field to "Prednisone 20 MG Tablet Oral".
  5. Validate the [TAPER/TITRATE] button is equal to "Active."
  6. Click [TAPER/TITRATE].
  7. Verify the 'Taper/Titration' dialog exists.
  8. Click [Taper].
  9. Click [Add Step].
  10. Click [Add Step].
  11. Set the 1st 'Dose' field to "3".
  12. Validate the 'Days' field does not contain a value and is required.
  13. Set the 1st 'Days' field to "3".
  14. Set the 1st 'Freq' field to "3 TIMES IN THE MORNING".
  15. Set the 2nd 'Dose' field to "2".
  16. Validate the 'Days' field does not contain a value and is required.
  17. Set the 2nd 'Days' field to "2".
  18. Set the 2nd 'Freq' field to "TWICE A DAY".
  19. Set the 3rd 'Dose' field to "1".
  20. Validate the 'Days' field does not contain a value and is required.
  21. Set the 3rd 'Days' field to "".
  22. Set the 3rd 'Freq' field to "EVERY DAY".
  23. Click [Add to Scratchpad].
  24. Validate the Error dialog is displayed "Days field is required." and click [OK].
  25. Select "1" from the 3rd Days field.
  26. Click [Add to Scratchpad].
  27. Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains 3 orders for Prednisone 20 MG Tablet Oral where the Action column contains "NEW".
  28. Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains a Taper/Titration icon (a white square with a blue T) and is displayed in the Action column for all 3 of the orders.
  29. Select the 3 NEW orders from the Home Medications Scratchpad (Post-Discharge) table.
  30. Validate the Home Medications Scratchpad (Post-Discharge) table contains a green highlight over the orders selected.
Scenario 3: Order Entry Console - Taper/Titrate - Calendar
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search and select "PRILOSEC (26433) 10 MG CAPSULE, DELAYED RELEASE ORAL" in the 'New Order' field.
  3. Click [TAPER/TITRATE].
  4. Validate the 'Taper/Titrate' dialog contains the order "PRILOSEC(10 MG) CAPSULE, DELAYED RELEASE (Capsule) ORAL".
  5. Validate 'Calendar' is selected.
  6. Set the 'Dose' field to "2".
  7. Validate the 'Dose Unit' field contains "Capsule".
  8. Validate the 'Days' field does not contain a value and is required.
  9. Select "1" from the Days field.
  10. Select "AS NEEDED" in the 'Freq' field.
  11. Click [Add Step].
  12. Set the 2nd 'Dose' field to "3".
  13. Validate the 2nd 'Dose Unit' field contains "Capsule".
  14. Validate the 'Days' field does not contain a value and is required.
  15. Select "" from the Days field.
  16. Select "AS NEEDED" in the 2nd 'Freq' field.
  17. Click [Add to Scratchpad].
  18. Validate the Error dialog is displayed "Days field is required." and click [OK].
  19. Select "1" from the Days field.
  20. Click [Add to Scratchpad].
  21. Click the 1st order in the 'Scratchpad'.
  22. Validate the 'Stop Time' field contains "11:59 PM".
  23. Select "Capsule" from the 'Dispense Qty Unit' field.
  24. Click [Update Order].
  25. Click the 2nd order in the 'Scratchpad'.
  26. Select "Capsule" from the 'Dispense Qty Unit' field.
  27. Click [Update Order] and [Final Review].
  28. Validate the 'Interactions' dialog is displayed.
  29. Override all interactions and click [Save Override and Exit].
  30. Validate the 'Final Review' dialog is displayed and click [Sign].
  31. Validate the 'Order grid' contains both steps of the Taper/Titration order created.
Scenario 4: OE NX - Home Medications - Taper/Titrate - Taper - New Order and Discontinue
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out 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. Select the 'Home Medications' tab.
  3. Uncheck the ‘Client Reported’ checkbox.
  4. Search and select "predniSONE 5 MG Tablet Oral" in the 'New Order' field.
  5. Click [Taper/Titrate].
  6. Validate the 'Taper/Titration' dialog is displayed.
  7. Click [Taper].
  8. Set the 'Dose' field to "2".
  9. Validate "Tablet" is selected in the 'Dose Unit' field.
  10. Validate "1" is selected in the 'Days' field.
  11. Validate the 'Days' field does not contain a value and is required.
  12. Select "TWICE A DAY" from the 'Freq' field.
  13. Click [Add Step].
  14. Set the 'Dose' field in the second row to "1".
  15. Validate "Tablet" is selected in the 'Dose Unit' field.
  16. Validate the 'Days' field does not contain a value and is required.
  17. Validate "" is selected in the 'Days' field.
  18. Select "3 TIMES A DAY" from the 'Freq' field in the second row and click [Add to scratchpad].
  19. Validate the Error dialog is displayed "Days field is required." and click [OK].
  20. Select "1" from the Days field.
  21. Click [Add to Scratchpad].
  22. Validate the ‘Scratchpad’ contains "predniSONE 5 MG Tablet Oral Take one (1) tablet by mouth three times a day (Refills: 0, Dispense Quantity: 3)" and "predniSONE 5 MG Tablet Oral Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 4)".
  23. Select the first order in the 'Scratchpad'.
  24. Select any value from the 'Diagnosis' field.
  25. Select "1" from the 'Refills' field.
  26. Validate the 'Dispense Qty' is set to "3".
  27. Validate the 'Start Date' contains the current date.
  28. Validate the 'Stop Date' field contains a date that is one day in the future of the 'Start Date'.
  29. Click [Update Order].
  30. Validate the ‘Scratchpad’ contains "predniSONE 5 MG Tablet Oral Take one (1) tablet by mouth three times a day (Refills: 1, Dispense Quantity: 3)" and "predniSONE 5 MG Tablet Oral Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 4)".
  31. Select the first order in the 'Scratchpad'.
  32. Validate the 'Stop Date' field contains a date that is one day in the future of the 'Start Date'.
  33. Click [Cancel Update].
  34. Select the second order in the 'Scratchpad'.
  35. Select any value from the 'Diagnosis' field.
  36. Select "2" from the 'Refills' field.
  37. Validate the 'Start Date' field contains the current date.
  38. Validate the 'Stop Date' field contains a date that is two days in the future of the 'Start Date'.
  39. Click [Update Order].
  40. Validate the ‘Scratchpad’ contains "predniSONE 5 MG Tablet Oral Take one (1) tablet by mouth three times a day (Refills: 1, Dispense Quantity: 3)" and "predniSONE 5 MG Tablet Oral Take two (2) tablets by mouth twice a day (Refills: 2, Dispense Quantity: 4)".
  41. Select the second order in the 'Scratchpad'.
  42. Validate the 'Stop Date' field contains a date that is two days in the future of the 'Start Date'.
  43. Click [Cancel Update] and [Final Review].
  44. Validate the 'Final Review' dialog is displayed and click [Sign].
  45. Validate the 'Order grid' contains the following orders:
  46. "predniSONE 5 MG ORAL TabletTake one (1) tablet by mouth three times a day (Refills: 1, Disp. Qty: 3 Tablet)Note To Pharmacist: This prescription is part of a taper. Each part of the taper has a STEP number listed on the prescription. Please combine all of them into one prescription. (Step 2)".
  47. "predniSONE 5 MG ORAL TabletTake two (2) tablets by mouth twice a day (Refills: 2, Disp. Qty: 4 Tablet)Note To Pharmacist: This prescription is part of a taper. Each part of the taper has a STEP number listed on the prescription. Please combine all of them into one prescription. (Step 1)".
  48. Select both orders in the 'Order grid' and click [D/C], [Add to Scratchpad], [Final Review].
  49. Validate the 'Final Review' dialog is displayed and click [Sign].
  50. Validate there are no orders in the 'Order grid'.
Scenario 5: OE NX - Orders This Episode - Taper/Titrate - 24-hr - external pharmacy mode
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select “Prednisone 20 MG Tablet ORAL’ in the ‘New Order’ field.
  3. Click [Taper/Titrate].
  4. Validate the ‘Taper/Titrate’ dialog is displayed.
  5. Click [24-hr].
  6. Click [Add Step] twice.
  7. Set the 1st ‘Dose’ field to “1”.
  8. Validate the 1st ‘Dose Unit’ field contains “Tablet”.
  9. Validate the 'Days' field does not contain a value and is required.
  10. Select “2” in the 1st ‘Days’ field.
  11. Select “AS NEEDED” in the 1st ‘Freq’ field.
  12. Set the 2nd ‘Dose’ field to “1”.
  13. Validate the 2nd ‘Dose Unit’ field contains “Tablet”.
  14. Validate the 'Days' field does not contain a value and is required.
  15. Select “3” in the 2nd ‘Days’ field.
  16. Select “AS NEEDED” in the 2nd ‘Freq’ field.
  17. Set the 3rd ‘Dose’ field to “1”.
  18. Validate the 3rd ‘Dose Unit’ field contains “Tablet”.
  19. Validate the 'Days' field does not contain a value and is required.
  20. Select “” in the 3rd ‘Days’ field.
  21. Select “AS NEEDED” in the 3rd ‘Freq’ field.
  22. Click [Add to Scratchpad].
  23. Validate the Error dialog is displayed "Days field is required." and click [OK].
  24. Select "5" from the 'Days' field.
  25. Click [Add to Scratchpad].
  26. Select the 1st order in the ‘Scratchpad’.
  27. Validate the 'Days Supply' field contains "2".
  28. Select “Tablet” in the ‘Dispense Qty Unit’ field and click [Update Order].
  29. Select the 2nd order in the ‘Scratchpad’.
  30. Validate the 'Days Supply' field contains "3".
  31. Select “Tablet” in the ‘Dispense Qty Unit’ field and click [Update Order].
  32. Select the 3rd order in the ‘Scratchpad’.
  33. Validate the 'Days Supply' field contains "5".
  34. Select “Tablet” in the ‘Dispense Qty Unit’ field and click [Update Order].
  35. Click [Final Review].
  36. Validate the ‘Interactions’ dialog is displayed.
  37. Override all interactions and click [Save Override and Exit].
  38. Validate the ‘Final Review’ dialog is displayed.
  39. Select “None” for all orders in the ‘Output’ field and click [Sign].
  40. Validate the ‘Order grid’ contains three orders for “Prednisone 20 MG Table ORAL”.
Topics
• NX • Order Entry Console
AV-78914 Summary | Details
Order Group - Stop Date/Time - Non-Interval
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Order Group Setup
Scenario 1: 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
  • 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 and click [Add to Scratchpad].
  4. Select "Order A" from the 'Scratchpad'.
  5. Set the 'Dose' field is equal to "500".
  6. Set the 'Dose Unit' field is equal to "MG".
  7. Set the 'Freq' field is equal to "TWICE A DAY".
  8. Validate the 'Reason' field is equal to "Reason A".
  9. Validate the 'Reason Text' field is equal to "Testing".
  10. Set the 'Duration' field to "5", click [Days], [Update Order] and [Sign].
  11. Validate the 'Order grid' contains an order for "FISH OIL 500 MG ORAL CAPSULE500 MG, TWICE A DAY Reason: Reason A -- testing".
Scenario 2: OE NX - Order Group - Stop Date/Time - Interval/Non Interval
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Order Group Setup' form.
  2. Create a new order group that contains an order for "PREDNISONE 20 MG TABLET ORAL" with "Routine"(Twice A Day) selected in the 'Routine or PRN(As Needed)' field and 'Default Duration(Hours)' of "48" and an order for "ADVIL (IBUPROFEN) 200 MG TABLET ORAL." with "PRN" (As Needed) selected in the 'Routine or PRN(As Needed)' field 'Default Duration(Days)' of "18"and is named "testing".
  3. Select "Client A" and access the Order Entry Console.
  4. Select the most current episode from the 'Header Episode' field.
  5. Search for and select "testing" in the 'New Order' field.
  6. Validate that the 'Order Group' dialog is displayed.
  7. Validate the 'Order Group Start Date:' field contains the current date.
  8. Validate the 'Order Group Start Time:' field contains the current time.
  9. Validate the 'Order Group' field contains the orders "ADVIL (IBUPROFEN) 200 MG TABLET ORAL" and "PRILOSEC (OMEPRAZOLE) 10 MG CAPSULE, DELAYED RELEASE ORAL"
  10. Check the first checkbox for ADVIL (IBUPROFEN) 200 MG TABLET ORAL.
  11. Set the 'Dose' field to "1".
  12. Select "Tablet" from the 'Dose Unit' field.
  13. Validate the 'Duration' field contains "18".
  14. Validate the [Days] is pressed.
  15. Validate the 'Freq' field contains "AS NEEDED".
  16. Validate the 'Start Date' field contains the current date.
  17. Validate the 'Start Time' field contains the current time.
  18. Validate the 'Stop Date' field contains a date 18 days in the future from current date.
  19. Validate the 'Stop Time' field contains the 'Start Time' - 1 minute.
  20. Select "TWICE A DAY" from the 'Freq' field.
  21. Validate the 'Stop Date' field contains a date 18 days in the future from current date.
  22. Validate the 'Stop Time' field contains the 'Start Time' - 1 minute.
  23. Check the first checkbox for PRILOSEC (OMEPRAZOLE) 10 MG CAPSULE, DELAYED RELEASE.
  24. Set the 'Dose' field to "1".
  25. Click the 'Dose Unit' field.
  26. Select "Capsule" from the 'Dose Unit' field.
  27. Validate the 'Duration' field contains "48".
  28. Validate the [Hours] is pressed.
  29. Validate the 'Freq' field contains "TWICE A DAY".
  30. Validate the 'Start Date' field contains the current date.
  31. Validate the 'Start Time' field contains the current time.
  32. Validate the 'Stop Date' field contains a date 2 days in the future from current date.
  33. Validate the 'Stop Time' field contains the 'Start Time' - 1 minute.
  34. Select "AS NEEDED" from the 'Freq' field.
  35. Validate the 'Stop Date' field contains a date 2 days in the future from current date.
  36. Validate the 'Stop Time' field contains the 'Start Time' - 1 minute.
  37. Click [Add to Scratchpad].
  38. Validate the 'Scratchpad' cell contains the order with a red flag "ADVIL (IBUPROFEN) 200 MG TABLET ORAL 1, TWICE A DAY".
  39. Validate the 'Scratchpad' cell contains the order with a red flag "PRILOSEC (OMEPRAZOLE) 10 MG CAPSULE, DELAYED RELEASE ORAL1 Capsule, AS NEEDED".
  40. Select the "ADVIL (IBUPROFEN)" order from the 'Scratchpad'.
  41. Validate the 'Dose' field contains "1".
  42. Validate the 'Dose Unit' field contains "Tablet".
  43. Validate the 'Freq' field contains "TWICE A DAY".
  44. Validate the 'Days Supply' field contains "18".
  45. Validate the 'Dispense Qty' field contains "36".
  46. Validate the 'Dispense Qty Unit' field contains "Tablet".
  47. Validate the 'Start Date' field contains the current date.
  48. Validate the 'Start Time' field contains the current time.
  49. Validate the 'Stop Date' field contains a date 18 days in the future from current date.
  50. Validate the 'Stop Time' field contains the 'Start Time' - 1 minute.
  51. Select "Take with food" from the 'Instructions' field.
  52. Validate the 'Addl Instructions' field contains "Take with food".
  53. Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day"
  54. Click [Update Order].
  55. Select the "PRILOSEC (OMEPRAZOLE)" order from the 'Scratchpad'.
  56. Validate the 'Dose' field contains "1".
  57. Validate the 'Dose Unit' field contains "Capsule".
  58. Validate the 'Freq' field contains "AS NEEDED".
  59. Validate the 'Duration' field contains "48".
  60. Validate the [Hours] is pressed.
  61. Validate the 'Days Supply' field contains "2".
  62. Validate the 'Dispense Qty' field contains "2".
  63. Select "Capsule" from the 'Dispense Qty Unit' field.
  64. Validate the 'Start Date' field contains the current date.
  65. Validate the 'Start Time' field contains the current time.
  66. Validate the 'Stop Date' field contains a date 2 days in the future from current date.
  67. Validate the 'Stop Time' field contains the 'Start Time' - 1 minute.
  68. Validate the 'Directions' field contains "Take one (1) capsule by mouth as needed".
  69. Click [Update Order] and [Final Review].
  70. Validate the 'Interactions' dialog is displayed.
  71. Override all interactions and click [Save Override and Exit].
  72. Validate the 'Final Review' dialog is displayed and click [Sign].
  73. Validate the 'Order grid' contains the orders for "PRILOSEC (OMEPRAZOLE)" and "ADVIL (IBUPROFEN)".
Topics
• NX • Order Entry Console
AV-79070 Summary | Details
Avatar NX - Views
Scenario 1: Avatar NX - Views configured with associated views and workflow items
Specific Setup:
  • A client must be admitted to an existing episode (Client A).
  • User's 'myDay' view must have an associated view that contains CC Inbox POV (View A).
  • User's 'myDay' view must have an associated view that contains Medical Note POV (View B).
  • User's 'myDay' view must have several associated views that do not contain POV's (View C).
  • "View C" must have a workflow item that contains a POV (Item A) and a workflow item that does not contain a POV (Item B).
  • User's 'myDay' view must have an associated view that contains the 'Client Acuity', 'Client's Care Team', and 'Rule Based Routing' widgets (View D).
Steps
  1. Select "Client A" and select "View A".
  2. Validate the view opens and displays as expected.
  3. Select "View B".
  4. Validate the view opens and displays as expected.
  5. Switch between "View A" and "View B" a dozen times and then select the 'View Menu'.
  6. Validate the 'View Menu' opens and displays as expected.
  7. Close the 'View Menu'.
  8. Select "View C".
  9. Validate the view opens and displays as expected.
  10. Select "Item A" and validate the workflow item opens and displays as expected.
  11. Select "Item B" and validate the workflow item opens and displays as expected.
  12. Continue selecting the desired views and workflow items and validate they open and display as expected.
  13. Access the 'Progress Notes' (Group and Individual)' form.
  14. Select "View A".
  15. Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
  16. Select the form tab.
  17. Validate the 'Progress Notes (Group and Individual)' form displays as expected.
  18. Select "View C".
  19. Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
  20. Select the form tab.
  21. Validate the 'Progress Notes (Group and Individual)' form displays as expected.
  22. Select "View D".
  23. Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
  24. Select "myDay".
  25. Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
  26. Select the form tab.
  27. Validate the 'Progress Notes (Group and Individual)' form displays as expected.
  28. Close the form.
Topics
• Accounts Receivable Management • Document Routing • myAvatar NX Only • NX • Rule Based Routing
AV-79223 Summary | Details
Team Definition
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Team Definition
Scenario 1: Team Definition - field and data validations
Specific Setup:
  • Have an existing team created in form "Team Definition" or create a new one [TeamA]
  • In form "User Definition", have existing users on the system and users with user IDs defined as follows:
  • a user defined with a user ID that is in all lowercase characters
  • a user defined with a user ID that begins with a lowercase character and the rest being in mixed case
  • a user defined with a user ID that is in all uppercase characters
  • a user defined with a user ID that begins with an uppercase character and rest being in mixed case
Steps
  1. Open the "Team Definition" form.
  2. Click [Select Team] and select [TeamA]
  3. Click [Select Users]
  4. Click the "A-J" checkbox, to expand the user list
  5. Validate the entire list of names is displayed in the correct alphabetical order, including any of the users defined in the setup
  6. Select any desired users
  7. Click the "K-Q" checkbox, to expand the user list
  8. Validate the entire list of users are displayed in the correct alphabetical order, including any of the users defined in the setup
  9. Select the desired users
  10. Click the "R-Z" section checkbox, to expand the user list
  11. Validate the entire list of users are displayed in the correct alphabetical order, including any of the users defined in the setup
  12. Select any desired users
  13. Click [OK]
  14. Click [File].
  15. Close the form
  16. Open the "Team Definition" form.
  17. Click [Select Team] and select [TeamA]
  18. Click [Select Users]
  19. Validate users selected in step 3 are selected
  20. Click [Cancel]
  21. Validate that the 'Team Information' text field contains the users selected in step 3 along with their user descriptions
Topics
• Forms • NX
AV-79254 Summary | Details
'My Calendar' Widget - Progress Notes
Scenario 1: 'My Calendar' Widget - File Progress Notes
Specific Setup:
  • At least 2 clients must be enrolled in an active episode with appointments scheduled (Client A and Client B).
  • User must have the 'My Calendar' widget configured on their myDay view or any associated view.
  • User must have Progress Note forms configured in the 'Appointment Scheduling' tab ('Select Forms') of 'User Definition (User A)
  • "User A" must be associated with a practitioner and have appointments scheduled with "Client A" and "Client B".
  • Must have "Skip Password Entry" enabled in the 'Document Routing Setup' form.
Steps
  1. Navigate to the 'My Calendar' widget.
  2. Right click on the appointment for "Client A".
  3. Click [Progress Notes (Group and Individual)]
  4. Validate the 'Select Client' field contains "Client A".
  5. Select any value in the 'Note Type' field.
  6. Validate the 'Practitioner' field contains "Practitioner A".
  7. Populate all required and desired fields.
  8. Click [Submit Note] and [Sign].
  9. Validate the Progress Notes dialog stating "Note filed."
  10. Click [OK].
  11. Right click on the appointment for "Client B".
  12. Click [Progress Notes (Group and Individual)]
  13. Validate the 'Select Client' field contains "Client B".
  14. Select any value in the 'Note Type' field.
  15. Validate the 'Practitioner' field contains "Practitioner A".
  16. Populate all required and desired fields.
  17. Click [Submit Note] and [Sign].
  18. Validate the Progress Notes dialog stating "Note filed."
  19. Click [OK].
Topics
• NX • Progress Notes (Group And Individual) • Vitals Entry • Widgets
AV-79303 Summary | Details
NX - Printing in the Order Entry Console for display-only users
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry User Definition
  • Orders This Episode
Scenario 1: OE NX - Print button in the Order Entry Console for Display-only users
Specific Setup:
  • A login must exist with display-only access of the Order Entry Console. (Login A)
  • A client must have an active episode. (Client A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client B)
  • “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.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "200".
  4. Select "MG" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "14" and click [Days].
  7. Click the Days button.
  8. Click [Add to Scratchpad] and [Sign].
  9. Select the order for "ADVIL 200 MG TABLET ORAL" and click [Print].
  10. Verify the 'Order Details Report' is launched and click [Close Report].
  11. Select "Client B" and access the Order Entry Console.
  12. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  13. Set the 'Dose' field to "1".
  14. Validate the 'Dose Unit' field contains "Tablet".
  15. Select "TWICE A DAY" from the 'Freq' field.
  16. Set the 'Duration' field to "14" and click [Days].
  17. Select "Tablet" from the 'Dispense Qty Unit' field.
  18. Click [Add to Scratchpad] and [Final Review] button.
  19. Override and interactions and click [Save Override and Exit].
  20. Select "Print" from the 'Output' field on the 'Final Review' dialog and click [Sign].
  21. Verify the 'PDF Print Dialog' is launched with a prescription for "Advil 200 MG Tablet Oral" and click [Close].
  22. Select the "ADVIL 200 MG TABLET ORAL" order and press [Print].
  23. Verify the 'PDF Print Dialog' is launched with a prescription for "Advil 200 MG Tablet Oral" and click [Close].
  24. Log out and log back in as a user with display-only access of the Order Entry Console. (Login A)
  25. Access the 'Order Entry User Definition' form.
  26. Search for and select "Login A" from the 'Select Order Entry User' field.
  27. Select the 'Order Entry User Customization' tab.
  28. Validate "Display" is the only option selected from the 'Order Actions Allowed' field.
  29. Click "All" from 'Order Types Allowed to View' field and click [Submit].
  30. Validate a message is displayed that states: "Order Entry User Definition has completed. Do you wish to return to form?" and click [No].
  31. Search for and select "Client A" and access the Order Entry Console.
  32. Validate an order for "ADVIL 200 MG ORAL TABLET, TWICE A DAY" is displayed.
  33. Select the order and click [Print].
  34. Verify the 'Order Details Report' is launched and click [Close Report].
  35. Search for and select "Client B" and access the Order Entry Console.
  36. Validate an order for "ADVIL 200 MG ORAL TABLET, TWICE A DAY" is displayed.
  37. Select the order and click [Print].
  38. Verify the 'PDF Print Dialog' is launched with a prescription for "Advil 200 MG Tablet Oral" and click [Close].
Topics
• myAvatar/myAvatar NX • NX • Order Entry Console • Report Viewer
AV-79317 Summary | Details
Episode context in Flowsheet
Scenario 1: Flowsheet - Switching between a specific episode and "All Episodes"
Specific Setup:
  • A Collection of assessments must be configured to appear as a tab in Flowsheet. "Collection A"
  • A 'Vital Signs' assessment must be configured to appear as part of "Collection A".
  • A client must have an active episode. (Client A)
Steps
  1. Access the 'Flowsheet' widget.
  2. Validate the "Collection A" tab is selected.
  3. Validate no assessments are displayed.
  4. Validate a message is displayed that states: "Please select a patient to get started."
  5. Select "Client A".
  6. Validate any assessments associated to 'Collection A' are displayed.
  7. Complete the 'Vital Signs' assessment and click [Sign].
  8. Select "All Episodes" from the 'Header Episode' field.
  9. Validate a message is displayed that states: "Please select an episode to get started."
  10. Select the most recent episode from the 'Header Episode' field.
  11. Validate the previously saved assessment for "Client A" is displayed.
Scenario 2: Flowsheet - Switching between different clients
Specific Setup:
  • A Collection of assessments must be configured to appear as a tab in Flowsheet. "Collection A"
  • A 'Vital Signs' assessment must be configured to appear as part of "Collection A".
  • Two clients must exist with active episodes. (Client A & Client B)
Steps
  1. Access the 'Flowsheet' widget.
  2. Validate the "Collection A" tab is selected.
  3. Validate no assessments are displayed.
  4. Validate a message is displayed that states: "Please select a patient to get started."
  5. Select "Client A".
  6. Validate any assessments associated to 'Collection A' are displayed.
  7. Complete the 'Vital Signs' assessment and click [Sign].
  8. Validate the data entered in the 'Vital Signs' assessment is saved in a new column with the current date and time.
  9. Select "Client B".
  10. Validate the assessment saved for "Client A" is not displayed.
  11. Select "Client A".
  12. Validate the previously saved assessment for "Client A" is displayed.
Topics
• myAvatar NX Only • NX
AV-79336 Summary | Details
Launching Flowsheet from Task List
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
Scenario 1: Task List - Task Definition that launches Flowsheet
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.
  • Flowsheet must have a "Vital Signs" assessment configured with the tag: "PulseOx".
  • An Order Code must exist for "Pulse Oximetry".
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "PulseOx" and press [Tab].
  4. Set the 'Task Title' field to "Pulse Ox".
  5. Select "Flowsheet" from the 'Task Action Type' field and click [Submit].
  6. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  7. Access the 'Task Associations' form.
  8. Select "Task Definition" from the 'Task Type' field.
  9. Set the 'Task Group/Definition' field to "Pulse Ox".
  10. Select "Pulse Ox (PulseOx)" from the 'Task Group/Definition' field.
  11. Select "Add" from the 'Add/Edit/Delete Association' field.
  12. Select "Order Entry" from the 'Order Event' field.
  13. Set the 'Order Code' field to "Pulse Oximetry".
  14. Select "Pulse Oximetry" from the 'Order Code' field.
  15. Click [Update Associations] and [Submit].
  16. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  17. Select "Client A" and access the Order Entry Console.
  18. Search for and select "Pulse Oximetry" from the 'New Order' field.
  19. Select "Every Hour" from the 'Frequency' field.
  20. Set the 'Duration' field to "6" and click [Hours].
  21. Click [Add to Scratchpad] and [Sign].
  22. Access the 'Task List' widget.
  23. Search for and select "Client A" from the 'Search Patients' field.
  24. Select the first task labeled: 'Pulse Ox' and click [Complete].
  25. Validate that a 'Flowsheet Assessment' is launched in full screen.
  26. Complete all fields for the displayed assessment and click [Sign].
  27. Validate the previously selected task labeled: 'Pulse Ox' has been removed.
Topics
• myAvatar/myAvatar NX • NX • Order Entry Console
AV-79412 Summary | Details
Frequency field - Order Entry Tabled Files - Extended Attribute.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Orders This Episode
Scenario 1: My Favorites - Lab Order codes - Order Entry Console (Orders This Episode section)
Specific Setup:
  • The '(509) Require A Frequency Code on Orders' extended attribute off of 'Order Entry Tabled Files''(500) Order Types' must be set to "Yes" for "Lab".
  • Please log out of the application and log back in after completing the above configuration.
  • A Lab-type order code must exist that is not associated with a 'Lab Vendor'. (Lab order code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Remain on the Orders This Episode section.
  3. Set the 'New Order' field to "Lab Order Code A".
  4. Click [My Favorites - Star]. This is the yellow star.
  5. Validate that [Update My Favorites - Star] is displayed. This is the open star with the black outline.
  6. Click [My Favorites].
  7. Validate a row exists for "Lab Order Code A" with only the 'Type' and 'Name Details' populated.
  8. Check off the check box in the 'Select' column for "Lab Order Code A" and click [Add to Scratchpad].
  9. Validate that the 'Scratchpad' contains an order for "Lab Order Code A" with a red flag in the 'Action' column.
  10. Select the order from the 'Scratchpad'.
  11. Validate the 'Frequency' field is required as identified by the red text.
  12. Select any value from the 'External Lab Vendor Destination' field.
  13. Click [Select Specimen Site].
  14. Validate the 'Specimen Site' dialog is displayed.
  15. Set the 'Other' field to "Testing".
  16. Click [Enter] and [OK].
  17. Select "Every Day" in the 'Frequency' field.
  18. Select any value in the 'Reason' field.
  19. Set the 'Reason Text' field to any value.
  20. Set the 'Duration' field to "4" and click [Days].
  21. Select any value in the 'Instructions' field and make sure the value selected appears in the 'Addl Instructions' field.
  22. Click [My Favorites Update - Star]. This is the open star with the black outline.
  23. Click [My Favorites].
  24. Validate that the row for "Lab Order Code A" has been updated to include 'Frequency', 'Reason', 'Reason Text', 'Additional Instructions' and 'Duration'.
  25. Click [Update Order].
  26. Validate that the 'Scratchpad' contains the lab order without a red flag in the 'Action' column.
  27. Click [Sign].
  28. Validate the order is displayed in the 'Order grid'.
Scenario 2: My Favorites - Advanced Directive
Specific Setup:
  • The '(509) Require A Frequency Code on Orders' extended attribute off of 'Order Entry Tabled Files''(500) Order Types' must be set to "Yes" for "Advance Directive".
  • Please log out of the application and log back in after completing the above configuration.
  • An Advanced Directive order code must exist. (Do Not Resuscitate (DNR))
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Click [My Favorites].
  3. Validate that the 'My Favorites' dialog is displayed.
  4. Set the 'Order Search' field to "Do Not Resuscitate (DNR)" and click [Add to Favorites].
  5. Validate that a row exists for 'Do Not Resuscitate'.
  6. Check the 'Select' checkbox for this order code and click [Add to Scratchpad].
  7. Validate that the 'Scratchpad' contains the order for "Do Not Resuscitate" and click [Sign].
  8. Validate that the 'Order grid' contains an order for "Do Not Resuscitate".
Scenario 3: Order Entry Console - Lab Orders - First Collect
Specific Setup:
  • The '(509) Require A Frequency Code on Orders' extended attribute off of 'Order Entry Tabled Files''(500) Order Types' must be set to "Yes" for "Lab".
  • Please log out of the application and log back in after completing the above configuration.
  • 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
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "CBC" from the ‘New Order’ field.
  3. Validate the 'Frequency' field is required as identified by the red text.
  4. Validate the ‘Frequency’ field is equal to "DAILY - 12PM".
  5. 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".
  6. Validate the ‘First Collect Time’ field is equal to "12:00 PM".
  7. Validate the ‘External Lab Vendor Destination’ field is equal to the lab vendor associated with the order code.
  8. Click [Reason-View].
  9. Validate the 'Multiple Reason Checklist' dialog is displayed.
  10. Select any value in the 'Reasons' field and click [Save].
  11. Select any value in the ‘Diagnosis’ field.
  12. Set the ‘Duration’ field to "5" and click [Days].
  13. Set the ‘Frequency’ field is equal to no value.
  14. Click [Add to Scratchpad].
  15. Validate the 'Action' cell for the "Complete Blood Count" order contains "ADD" and a red flag.
  16. Select the "Complete Blood Count" order in the Scratchpad.
  17. Select "DAILY - 12:00 PM" from the 'Frequency' field.
  18. Click [Update Order] and [Sign].
  19. Validate the ‘Order grid’ contains an order for "CBC".
  20. Select the "CBC" order and click [Modify].
  21. Validate the 'Frequency' field is required as identified by the red text.
  22. Validate the 'Frequency' field contains "DAILY - 12PM".
  23. 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".
  24. Validate the 'First Collect Time' field is equal to "12:00 PM".
  25. Click [Add to Scratchpad] and [Sign].
  26. Select the "CBC" order in the 'Order grid' and click [Copy].
  27. Validate the 'Frequency' field is required as identified by the red text.
  28. Validate the 'Frequency' field contains "DAILY - 12PM".
  29. 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".
  30. Validate the 'First Collect Time' field is equal to "12:00 PM".
  31. Validate the 'Start Date' field contains the current date.
  32. Validate the 'Start Time' field contains the current time.
  33. Click [Add to Scratchpad] and [Sign].
  34. Validate the 'Interactions' dialog is displayed.
  35. Override all interactions and click [Save Override and Exit].
  36. Validate the ‘Order grid’ contains an order for "CBC".
Scenario 4: OE NX - Orders This Episode - X-Ray - New, Copy, Modify, Print and Discontinue
Specific Setup:
  • The '(509) Require A Frequency Code on Orders' extended attribute off of 'Order Entry Tabled Files''(500) Order Types' must be set to "Yes" for "x-ray".
  • An order type with an 'Order Type Category' of "X-ray" must exist. (X-ray)
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "X-ray" in the 'New Order' field.
  3. Validate the 'Frequency' field is required as identified by the red text.
  4. Set the 'Duration' field to "1" and click [Days].
  5. Click [Add to Scratchpad].
  6. Validate the 'Action' cell for the "X-ray" order contains "ADD" and a red flag.
  7. Select the "X-ray" order in the Scratchpad.
  8. Select "Every 4 Hours" from the 'Frequency' field.
  9. Click [Update Order] and [Sign].
  10. Validate the "X-ray" order is displayed in the 'Order grid'.
  11. Select the order and click [Copy].
  12. Validate a message is displayed stating "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [Yes].
  13. Validate the 'Frequency' field is required as identified by the red text.
  14. Click [Add to Scratchpad].
  15. Validate the 'Scratchpad' contains the "X-Ray" order and does not contain a red flag.
  16. Click [Sign].
  17. Validate the 'Interactions' dialog is displayed.
  18. Override the interaction and click [Save Override and Exit].
  19. Validate that there are two "X-ray" orders in the 'Order grid'.
  20. Select the first "X-ray" order and click [Modify].
  21. Validate the 'Frequency' field is required as identified by the red text.
  22. Set the 'Start Date' field to yesterday's date.
  23. Set the 'Addl Instructions' field to any value.
  24. Click [Add to Scratchpad].
  25. Validate the 'Scratchpad' contains the "X-Ray" order and does not contain a red flag.
  26. Click [Sign].
  27. Validate the 'Interactions' dialog is displayed.
  28. Override the interaction and click [Save Override and Exit].
  29. Validate a new "X-ray" order is displayed in the 'Order grid'.
  30. Select the first "X-ray" order and click [Print].
  31. Validate that the 'Order Detail Report' is displayed and contains all information pertaining to the order.
  32. Close the report.
  33. Select both orders in the 'Order grid' and click [D/C].
  34. Click [Add to Scratchpad] and [Sign].
  35. Validate that the 'Order grid' does not contain any orders.
Topics
• NX • Order Entry Console
AV-79465 Summary | Details
Avatar NX - 'Internal Referral Waitlist'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Internal Client Referrals
  • Internal Referral Waitlist
  • Process Internal Referrals
Scenario 1: 'Internal Referral Waitlist' - Add/Edit Internal Referral Waitlist items (other referral type)
Specific Setup:
  • Have a modeled form that contains a "Non Scrolling Free Text" field designated as a "Referral Group Field" in form 'Table Definition'.
  • Have a referral type defined in "Internal Referral Type Maintenance" that is associated to that modeled form and a user associated to receive the internal referrals (Referral A). This should be set up to go directly to Waitlist.
  • Have a user (User A) who is a staff member who has client on his caseload (Client A) who was admitted in the system with "User A" as his 'Attending Practitioner'.
  • Have a client with a referral processed and in the 'Internal Referral Waitlist' form (Client B).
  • "User A" must have the 'My ToDo's' widget on the myDay view and be logged in.
Steps
  1. Access the 'Internal Client Referrals' form.
  2. Enter "Client A" in the 'Client Being Referred' field.
  3. Populate field 'Internal Referral Type Category' with desired value.
  4. Select "Referral A" in the 'Internal Referral Type Being Requested' field.
  5. Select the desired value the 'Episode' field.
  6. Click [Initiate Internal Referral Process].
  7. Validate the modeled form associated with the referral is displayed.
  8. Populate the modeled form with desired data.
  9. Click [Submit].
  10. Validate the form files successfully.
  11. Access the 'Process Internal Referrals' form.
  12. Validate the 'Internal Referral' field contains the referral for "Client A".
  13. Select the desired column header and verify the entries sort as expected.
  14. Select the referral for "Client A".
  15. Validate the 'Internal Referral Information' field displays data for "Client A".
  16. Select "Waitlist" in the 'Internal Referral Status' field.
  17. Click [Process Internal Referral].
  18. Validate a message stating: "The Internal Referral has been processed Successfully."
  19. Click [OK].
  20. Validate the 'Internal Referral' field does not contain the referral for "Client A".
  21. Access the 'Internal Referral Waitlist' form.
  22. Validate the 'Internal Referral' field contains the referral for "Client A".
  23. Select the desired column header and verify the entries sort as expected.
  24. Select the referral for "Client A" and validate the 'Internal Referral Information' field displays as expected.
  25. Select "Removed" in the 'Waitlist Status' field.
  26. Select any value in the 'Reason for Removal' field.
  27. Click [Process Waitlist Item].
  28. Validate a message stating: "The Internal Referral has been processed Successfully."
  29. Click [OK].
  30. Validate the 'Internal Referral' field does not contain the referral for "Client A".
  31. Select the referral for "Client B" and validate the 'Internal Referral Information' field displays as expected.
  32. Select "Closed (Send To Do Item)" in the 'Waitlist Status' field
  33. Select any value in the 'Reason for Closure' field.
  34. Click [Process Waitlist Item].
  35. Validate a message stating: "The Internal Referral has been processed Successfully."
  36. Click [OK].
  37. Validate the 'Internal Referral' field does not contain the referral for "Client B".
  38. Select "Add" in the 'Add of Edit' field.
  39. Select "Client A" in the 'Select Client' field.
  40. Select the desired value in the 'Episode' field.
  41. Select "Referral A" in the Waitlist Type' field.
  42. Click [Process Waitlist Item].
  43. Validate the 'Internal Referral' field contains the new referral for "Client A".
  44. Close the form.
  45. Navigate to the 'My To Do's' widget.
  46. Validate the 'Additional ToDo's field contains the referral for "Client B".
  47. Click [Review To Do Item].
  48. Validate the 'To Do Information' field contains the corresponding values.
  49. Click [Reviewed - Set To Do Item to Reviewed] and [Submit].
  50. Validate the 'ToDo' is reviewed successfully and removed from the 'Additional ToDo's' field.
  51. Close the 'ToDo's' and close the open forms.
Topics
• Allergies and Hypersensitivities • Diagnosis • NX
AV-79471 Summary | Details
'Import Client Picture'
Scenario 1: Import Client Picture - Import, Update and Remove
Specific Setup:
  • A client must have an active episode. (Client A)
  • Must have a png file saved to upload for "Client A" (PNG A)
  • Must have two pictures saved to upload for "Client A" (Picture A and Picture B).
  • User must have more than one view configured.
Steps
  1. Access the 'Import Client Picture' form.
  2. Enter "Client A" in the 'Client' field.
  3. Click [Acquire Image].
  4. Open "PNG A".
  5. Validate an Error message stating: "Error. The file type image/png is not supported. Please select either a jpeg or jpg file".
  6. Click [OK].
  7. Click [Acquire Image].
  8. Open "Picture A".
  9. Validate the 'Picture' field displays "Picture A" and is not distorted.
  10. Click [Submit].
  11. Validate a 'Form Return' dialog stating: "Import Client Picture has completed. Do you wish to return to form?"
  12. Click [Yes].
  13. Validate the form does not contain "Client A."
  14. Close the form.
  15. Select "Client A" and click between views.
  16. Verify "Picture A" displays in the 'Client Information' header.
  17. Access the 'Import Client Picture' form.
  18. Enter "Client A" in the 'Client' field.
  19. Click [Acquire Image].
  20. Open "Picture B".
  21. Validate the 'Picture' field displays "Picture B" and is not distorted.
  22. Click [Submit].
  23. Validate a 'Form Return' dialog stating: "Import Client Picture has completed. Do you wish to return to form?"
  24. Click [No].
  25. Click between views and verify "Picture B" displays in the 'Client Information' header.
  26. Access the 'Import Client Picture' form.
  27. Enter "Client A" in the 'Client' field.
  28. Click [Clear Image].
  29. Validate the 'Picture' field does not contain "Picture B".
  30. Click [Submit].
  31. Validate a 'Form Return' dialog stating: "Import Client Picture has completed. Do you wish to return to form?"
  32. Click [No].
  33. Click between views and verify "Picture B" does not display in the 'Client Information' header.
  34. Clear the Client.
Topics
• NX • RADplus Utilities
AV-79492 Summary | Details
Validating Home Medications orders.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Order Entry Console
  • Orders This Episode
Scenario 1: OE NX - Home Medications - New Order (by Nurse who requires validation), Validation by Prescriber
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • 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'.
  • The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
  • Please log out of the application and log back in after completing the above configuration.
  • Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require Validation (User B).
  • "User A" must be logged into the application.
  • 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. Validate the 'Header Episode' field contains "All Episodes".
  3. Select the 'Home Medications' tab.
  4. Uncheck the 'Client Reported' checkbox.
  5. Search for and select the staff member associated with "User B" in the 'Ordering Practitioner' field.
  6. Select any value from the 'Program' field.
  7. Search for and select "Ritalin 5 MG Tablet Oral (Schedule II)" from the ‘New Order’ field.
  8. Set the ‘Dose’ field to "2".
  9. Validate the ‘Dose Unit’ field contains "Tablet".
  10. Select "TWICE A DAY" from the ‘Freq’ field.
  11. Set the ‘Duration’ field to “28” and click [Days].
  12. Validate the ‘Days Supply’ field contains "28".
  13. Validate the ‘Dispense Qty’ field contains "112".
  14. Select "Tablet" in the 'Dispense Qty Unit' field.
  15. Click [Add to Scratchpad].
  16. Validate the ‘Scratchpad’ contains "Ritalin 5 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 112)".
  17. Search for and select "User B" from the ‘Ordering Practitioner’ field.
  18. Click [Final Review].
  19. Verify the ‘Interactions' dialog is displayed.
  20. Override all interactions and click [Save Override and Exit].
  21. Verify the ‘Final Review’ dialog is displayed.
  22. Validate “Pending” is selected in the ‘Output’ field and click [Sign]
  23. Select "Pending" in the 'Status' field.
  24. Validate the ‘Order grid’ contains an order for "Ritalin” with an 'Order Status' of "Pending".
  25. Log out of the application and log back in as "User B".
  26. Select "Client A” and access the Order Entry Console.
  27. Select the 'Home Medications' tab.
  28. Validate the 'Header Episode' field contains "All Episodes".
  29. Select any value from the 'Program' field.
  30. Select "Pending" in the 'Status' field.
  31. Validate the ‘Order grid’ contains an order for "Ritalin".
  32. Select the “Ritalin” order and click [Validate].
  33. Validate the 'Final Review' dialog is displayed.
  34. Select "None" from the ‘Output’ field and click [Sign].
  35. Select "Active" in the 'Status' field.
  36. Validate the ‘Order grid’ contains an order for "Ritalin” with an 'Order Status' of "Active".
Scenario 2: OE NX - Home Medications - New Order (by Nurse that requires Validation), Reject and Discontinue
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The user logged into the application must have the 'Client Reported' checkbox unchecked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
  • Please log out of the application and log back in after completing the above configuration.
  • Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require Validation (User B).
  • "User A" must be logged into the application.
  • 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. Select the 'Home Medications' tab.
  3. Validate the 'Header Episode' field contains "All Episodes".
  4. Search for and select the staff member associated with "User B" in the 'Ordering Practitioner' field.
  5. Select any value from the 'Program' field.
  6. Search for and select "Adderall 10 MG Tablet Oral (Schedule II)" from the ‘New Order’ field.
  7. Set the 'Dose' field to "2".
  8. Validate the ‘Dose Unit’ field contains "Tablet".
  9. Select "AS NEEDED" from the ‘Frequency’ field.
  10. Set the ‘Days Supply’ field to "10".
  11. Validate the ‘Dispense Qty’ field contains "20".
  12. Validate the ‘Dispense Qty Unit’ field contains "Tablet".
  13. Validate the ‘Directions’ field contains "Take two (2) tablets by mouth as needed".
  14. Click [Add to Scratchpad].
  15. Validate the ‘Scratchpad’ contains "Adderall 10 MG ORAL Tablet (Schedule II)Take two (2) tablets by mouth as needed (Refills: 0, Disp. Qty: 20 Tablet)".
  16. Search for and select "User B" from the ‘Ordering Practitioner’ field.
  17. Click [Final Review].
  18. Verify the ‘Final Review’ dialog is displayed.
  19. Validate “Pending” is selected in the ‘Output’ field and click [Sign].
  20. Select "All" in the 'Status' field.
  21. Validate the ‘Order grid’ contains an order for "Adderall 10 MG ORAL Tablet” with an 'Order Status' of "Pending".
  22. Log out of the application and log back in as "User B".
  23. Select "Client A” and access the Order Entry Console.
  24. Select the 'Home Medications' tab.
  25. Validate the 'Header Episode' field contains "All Episodes".
  26. Select any value from the 'Program' field.
  27. Select "Pending" in the 'Status' field.
  28. Validate the ‘Order grid’ contains an order for "Adderall 10 MG ORAL Tablet".
  29. Select the “Adderall” order and click [Reject].
  30. Validate the 'Order grid' does not contain an order.
Scenario 3: OE NX - Orders This Episode - New Order (by Nurse who requires validation), Validation by Prescriber
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
  • Please log out of the application and log back in after completing the above configuration.
  • Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require Validation (User B).
  • "User A" must be logged into the application.
  • 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”.
  2. Validate the 'Header Episode' field contains "All Episodes".
  3. Select the most current episode from the 'Header Episode' field.
  4. Access the Order Entry Console and click 'Orders This Admission' tab.
  5. Search for and select "Ritalin 5 MG Tablet Oral (Schedule II)" from the ‘New Order’ field.
  6. Set the ‘Dose’ field to "2".
  7. Validate the ‘Dose Unit’ field contains to "Tablet".
  8. Select "TWICE A DAY" from the ‘Freq’ field.
  9. Set the ‘Duration’ field to “28” and click [Days].
  10. Validate the ‘Days Supply’ field contains "28".
  11. Validate the ‘Dispense Qty’ field contains "112".
  12. Select "Tablet" in the 'Dispense Qty Unit' field.
  13. Click [Add to Scratchpad].
  14. Validate ‘Scratchpad’ contains "Ritalin 5 MG Tablet Oral 5 MG Tablet (Schedule II)Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 112)".
  15. Search for and select "User B" from the ‘Ordering Practitioner' field.
  16. Click [Sign].
  17. Verify the ‘Interactions' dialog is displayed.
  18. Override all warnings and click [Save Override and Exit].
  19. Validate the ‘Order grid’ contains an order for "Ritalin” with an 'Order Status' of "Requires Validation".
  20. Log out of the application and log back in as "User B".
  21. Select "Client A”.
  22. Validate the 'Header Episode' field contains "All Episodes".
  23. Select the most current episode from the 'Header Episode' field.
  24. Access the Order Entry Console and click 'Orders This Admission' tab.
  25. Select the “Ritalin” order in the ‘Order grid’ and click [Validate].
  26. Validate the 'Order grid' contains an order for "Ritalin".
Scenario 4: OE NX - Home Medications - Creating an order that requires validation and validating it
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
  • Please log out of and back into the application after this configuration has been done
  • Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require Validation (User B).
  • "User A" must be logged into the application.
  • 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. Log into the application as "User A".
  2. Select "Client A" and access the Order Entry Console.
  3. Validate the 'Header Episode' field contains "All Episodes".
  4. Click the 'Home Medications' tab.
  5. Uncheck the 'Client Reported' checkbox.
  6. Search for and select the staff member associated with "User B" in the 'Ordering Practitioner' field.
  7. Search for and select any value in the 'Program' field.
  8. Search for and select "Ambien 5 MG ORAL Tablet (Schedule IV)" in the 'New Order' field.
  9. Validate the 'Dose' field contains "1".
  10. Validate the 'Dose Unit' field contains "Tablet".
  11. Validate the 'Frequency' field contains "DAILY".
  12. Select "any value in the 'Diagnosis' field.
  13. Set the 'Days Supply' field to "18" and press Tab.
  14. Validate the 'Dispense Qty' field contains "18".
  15. Validate the 'Dispense Qty Unit' field contains "Tablet".
  16. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily".
  17. Click [Add to Scratchpad] and [Final Review].
  18. Validate the 'Final Review' dialog is displayed.
  19. Validate "Pending" is selected in 'Output' and click [Sign].
  20. Validate the 'Order grid' contains the order for "Ambien".
  21. Log out of the application and log into the application as "User B".
  22. Select "Client A" and access the Order Entry Console.
  23. Validate the 'Header Episode' field contains "All Episodes".
  24. Select the 'Home Medications' tab.
  25. Click the 'V' button.
  26. Select the row for "Client A" and click [Validate].
  27. Validate the 'Order grid' contains and order for "Ambien 5 MG ORAL Tablet (Schedule IV)Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 18 Tablet)".
  28. Select the order and click [Validate].
  29. Validate the 'Final Review' dialog is displayed.
  30. Select "None" in 'Output' and click [Sign].
  31. Validate the 'Order grid' contains an order for "Ambien 5 MG ORAL Tablet (Schedule IV)Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 18 Tablet)" with an 'Order Status" of "Active".
Topics
• NX • Order Entry Console
AV-79567 Summary | Details
Avatar NX - 'View Menu'
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
  1. Select the 'myDay' view.
  2. Validate the text is bold for the selected view and the text for the non-selected views are not.
  3. Hover over any other desired view and validate that the text is bold.
  4. Hover over the already selected 'myDay' view and validate the text is a lighter grey and remains bold.
  5. Select and hover over any desired views and validate they behave the same.
  6. Select the 'View' menu containing all defined views.
  7. Hover over any desired value and validate the view gets a darker background.
  8. Click on the 'myAvatar NX' logo in the top left corner.
  9. Press the 'Tab' key.
  10. Validate there is dark outline around the 'myDay' view and the text is a lighter grey and remains bold.
  11. 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.
  12. Press the 'Enter' key and validate the view opens as expected.
  13. Press the 'Tab' and 'Enter' keys for any desired views and validate they behave the same.
  14. Select the 'View' menu containing all defined views.
  15. Press the 'Enter' key.
  16. Validate the 'View' menu opens and displays as expected.
  17. Press the 'Tab' key.
  18. Verify next view is now highlighted.
  19. Press the 'Up Arrow' and 'Down Arrow' keys and validate they function as expected.
  20. Press the 'Esc' key.
  21. Validate the 'View' menu closes.
  22. Verify the 'Menu Lost Dropdown Toggle' has a dark outline.
  23. 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.
  24. Press the 'Shift'+'Tab' and 'Enter' keys for any desired views and validate they behave the same.
Scenario 2: Avatar NX - Views configured with associated views and workflow items
Specific Setup:
  • A client must be admitted to an existing episode (Client A).
  • User's 'myDay' view must have an associated view that contains CC Inbox POV (View A).
  • User's 'myDay' view must have an associated view that contains Medical Note POV (View B).
  • User's 'myDay' view must have several associated views that do not contain POV's (View C).
  • "View C" must have a workflow item that contains a POV (Item A) and a workflow item that does not contain a POV (Item B).
  • User's 'myDay' view must have an associated view that contains the 'Client Acuity', 'Client's Care Team', and 'Rule Based Routing' widgets (View D).
Steps
  1. Select "Client A" and select "View A".
  2. Validate the view opens and displays as expected.
  3. Select "View B".
  4. Validate the view opens and displays as expected.
  5. Switch between "View A" and "View B" a dozen times and then select the 'View Menu'.
  6. Validate the 'View Menu' opens and displays as expected.
  7. Close the 'View Menu'.
  8. Select "View C".
  9. Validate the view opens and displays as expected.
  10. Select "Item A" and validate the workflow item opens and displays as expected.
  11. Select "Item B" and validate the workflow item opens and displays as expected.
  12. Continue selecting the desired views and workflow items and validate they open and display as expected.
  13. Access the 'Progress Notes' (Group and Individual)' form.
  14. Select "View A".
  15. Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
  16. Select the form tab.
  17. Validate the 'Progress Notes (Group and Individual)' form displays as expected.
  18. Select "View C".
  19. Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
  20. Select the form tab.
  21. Validate the 'Progress Notes (Group and Individual)' form displays as expected.
  22. Select "View D".
  23. Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
  24. Select "myDay".
  25. Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
  26. Select the form tab.
  27. Validate the 'Progress Notes (Group and Individual)' form displays as expected.
  28. Close the form.
Topics
• NX
AV-79575 Summary | Details
'All Documents' widget - Newly filed documents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • All Documents Widget
  • Ambulatory Progress Notes (Diag Entry - Mednote)
  • Client Observation
  • Treatment Plan
  • Disclosure Management
Scenario 1: Validate Problem List records display in the 'All Documents' Widget
Specific Setup:
  • This scenario is for Avatar NX systems only.
  • A client must be defined and have a problem filed in the 'Problem List' form (Client A).
Steps
  1. Select "Client A" and access the 'All Documents Widget'.
  2. Select the "All Forms" section.
  3. Select "Problem List" in the 'Form Description' field.
  4. Validate only 'Problem List' records are now displayed.
  5. Click on the existing 'Problem List' record for "Client A".
  6. Validate the problem displays in the 'Console Widget Viewer'.
Scenario 2: '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 containing the 'Primary All Documents' widget and 'Console Widget Viewer' must exist and assigned to a users view.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Select the 'All Forms' field.
  3. Click [New Record].
  4. Select "Client Observation" from the 'New Record' field.
  5. Fill out any required and desired fields.
  6. Click [Submit] and [No].
  7. Validate the user is returned to the 'All Documents' view.
  8. Refresh the 'All Documents' widget.
  9. Select the 'All Forms' field.
  10. Select "Client Observation" from the 'Form Description' field.
  11. Validate the 'Client Observation' record displays.
  12. Click [New Record].
  13. Select "Medical Note" from the 'New Record' field.
  14. Fill out any required and desired fields.
  15. Click [Submit].
  16. Refresh the 'All Documents' widget.
  17. Select the 'All Forms' field.
  18. Select "Medical Note" from the 'Form Description' field.
  19. Validate the 'Medical Note' record displays.
  20. Select the 'Medical Note' and click [Open].
  21. Select "Final" in the 'Final/Draft' field.
  22. Click [Submit].
  23. Refresh the 'All Documents' widget.
  24. Select the 'All Forms' field.
  25. Select "Medical Note" from the 'Form Description' field.
  26. Validate the 'Medical Note' record displays.
  27. Select the 'Medical Note' and click [Open].
  28. Validate an Error dialog stating: "This note cannot be edited in this manner."
  29. Click [OK].
  30. Validate the user is returned to the 'All Documents' view.
  31. Refresh the 'All Documents' widget.
  32. Select the 'All Forms' field.
  33. Click [New Record].
  34. Select "Treatment Plan" from the 'New Record' field.
  35. Fill out any required and desired fields.
  36. Select "Final" in the 'Treatment Plan Status' field.
  37. Click [Submit].
  38. Refresh the 'All Documents' widget.
  39. Select "Treatment Plan" from the 'Form Name' field.
  40. Validate the 'Treatment Plan' record displays.
  41. Select the 'Treatment Plan' and verify the 'Open' button is disabled.
Scenario 3: Validate 'Disclosure Management' records display in the 'All Documents' Widget
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 (All Documents view).
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Select the 'All Forms' tab.
  3. Click [New Record].
  4. Select "Disclosure Management" from the 'New Record' field.
  5. Fill out any required and desired fields.
  6. Click [Submit] and [No].
  7. Validate the user is returned to the 'All Documents' view.
  8. Refresh the 'All Documents' widget.
  9. Select the 'All Forms' tab.
  10. Validate the 'Disclosure Management' record displays.
Topics
• Console Widget • Disclosure • NX • Problem List • Progress Notes • Treatment Plan
AV-79600 Summary | Details
Avatar NX - 'All Documents' Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • perceptive
  • HomeView - Primary All Documents Widget
  • Admission
  • Diagnosis
  • Plan & Notes
  • Console Widget Viewer
Scenario 1: Document Capture Avatar NX: Validation of Import/Save/Retrieve/View
Specific Setup:
  • Perceptive must be enabled.
  • A client must be enrolled in an existing episode (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
Steps
  1. Select "Client A".
  2. Open the 'Client's Dashboard'.
  3. Click 'Document Capture' icon.
  4. Click [Import].
  5. Select the desired episode from the 'Select Episode' field.
  6. Click [OK].
  7. Select any value in the 'Document Type' field.
  8. Enter any value in the 'Document Description' field.
  9. Click [Capture].
  10. Click [Browse].
  11. Browse to the location of the file to be imported.
  12. Click [Open].
  13. Click [Done].
  14. Click [Save].
  15. Validate the document was successfully file/stored.
  16. Click [Close Document Capture].
  17. Close the 'Client Dashboard' and navigate to the 'All Documents' view.
  18. Validate the document can be displayed in the 'Console Widget Viewer'.
Scenario 2: Validate Problem List records display in the 'All Documents' Widget
Specific Setup:
  • This scenario is for Avatar NX systems only.
  • A client must be defined and have a problem filed in the 'Problem List' form (Client A).
Steps
  1. Select "Client A" and access the 'All Documents Widget'.
  2. Select the "All Forms" section.
  3. Select "Problem List" in the 'Form Description' field.
  4. Validate only 'Problem List' records are now displayed.
  5. Click on the existing 'Problem List' record for "Client A".
  6. Validate the problem displays in the 'Console Widget Viewer'.
Scenario 3: Console Widget - Progress Notes Finalized Status
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Populate all required and desired fields.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click [Submit Note].
  5. Click [Sign].
  6. Enter the password for the logged in user and click [Verify].
  7. Validate a 'Progress Notes' dialog stating: "Note Filed."
  8. Click [OK].
  9. Close the form.
  10. Navigate to the 'All Documents' view.
  11. Refresh the 'All Documents' widget.
  12. Select the 'All Forms' field.
  13. Validate the Progress Note is displayed and select it.
  14. Validate the 'Console Widget Viewer' displays the note.
Scenario 4: Console Widget Viewer - Diagnosis
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A user must have a console widget configured for Diagnosis in the 'Console Widget Configuration' form.
  • A user must have a view configured containing the Console Widget and Console Widget Viewer (View A).
Steps
  1. Access the 'Diagnosis' form for "Client A".
  2. Select "Admission" in the 'Type Of Diagnosis' field.
  3. Enter the desired time in the 'Time Of Diagnosis' field.
  4. Click [New Row].
  5. Select the desired value in the 'Diagnosis Search' field.
  6. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  7. Click [Submit].
  8. Select "Client A" and navigate to "View A".
  9. Validate the 'Diagnosis' console widget contains diagnosis filed in the previous steps and select it.
  10. Click [View].
  11. Validate the 'Console Widget Viewer' displays the diagnosis details filed in the previous steps.
  12. Click [Open Record].
  13. Validate the 'Diagnosis' form is opened for the existing diagnosis and contains the filed information.
  14. Close the form.
Scenario 5: Console Widget Viewer (Avatar NX) - Validate Document display in "Perceptive" enabled systems
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • "Perceptive" document storage method is enabled and configured in the system.
  • A form has been enabled for document routing (Form A).
  • A console widget (Widget A) has been created for "Form A" in the 'Console Widget Configuration' form.
  • "Form A" has been submitted for "Client A" and the document has been routed and approved.
  • User has "Widget A" and the 'Console Widget Viewer' widget on their myDay view (User A).
  • Log in as "User A".
Steps
  1. Select "Client A".
  2. Select "All Episodes" from the 'Episodes' field on the myDay view.
  3. On the myDay view, navigate to "Widget A".
  4. Locate the row filed for "Form A".
  5. Click the [View] button for the row.
  6. Validate a tab is opened for "Form A" in the 'Console Widget Viewer'.
  7. Validate the data displayed is as expected.
  8. Validate the document image properties contains a 'Thumbnail Image' object.
  9. Click [Show/Hide Thumbnails].
  10. Validate the 'Thumbnail Image' object is removed.
  11. Click [Show/Hide Thumbnails].
  12. Verify the 'Thumbnail Image' object is returned to the document.
  13. Click [Annotations].
  14. Click [Create Annotation].
  15. Select an area to annotate and select an annotation type (For example "Highlight").
  16. Click [Add].
  17. Validate the selected are is annotated on the document.
  18. Click the [Save] Icon in the top left of the document image.
  19. Validate the selected area is saved annotated on the document as expected.
  20. Click the 'Zoom Slider' arrow icon on the bottom left of the document image.
  21. Drag the slider to the left to reduce the document text size.
  22. Validate the document text size is reduced.
  23. Drag the slider to the right to reduce increase the document text size.
  24. Validate the document text size is increased.
  25. Click [Close All].
  26. Validate the tab for "Form A" is removed in the 'Console Widget Viewer'.
Scenario 6: Validate modeled forms that do not allow edits cannot be edited in the 'All Documents' widget
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • User must have the 'All Documents' widget and the 'Console Widget Viewer' configured to a view ('All Documents' view).
  • Must have a modeled form defined that does not allow edits ('Against Medical Advice' modeled form is used for testing).
  • Please note: This is for Avatar NX systems only.
Steps
  1. Select "Client A" and access the 'Against Medical Advice (AMA)' form.
  2. Fill out all required and desired fields.
  3. Click [Submit].
  4. Navigate to the 'All Documents' view.
  5. Select the 'All Forms' field.
  6. Select "Against Medical Advice (AMA)" from the 'Form Description' field.
  7. Validate the record displays and select it.
  8. Validate the 'Open' button is disabled in the 'All Documents' widget.
  9. Validate the record opens in the 'Console Widget Viewer' and that the 'Open Record' button is disabled.
Topics
• Console Widget • Diagnosis • NX • Problem List • Progress Notes • Widgets
AV-79607 Summary | Details
Avatar NX - 'Modify "Client" Terminology' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • View Definition
Scenario 1: Modify "Client" Terminology - Widgets
Specific Setup:
  • The 'Modify "Client" Terminology' registry setting must be enabled by a Netsmart Representative.
Steps
  1. Open the 'View Definition' form.
  2. Click [Select View].
  3. Select the view associated to the logged in user in the 'Select Views' field.
  4. Click [OK].
  5. Click [Launch View Designer].
  6. Validate that 'Available' contains the following under the 'Client' heading:
  7. Patient Episode
  8. Patient's Care Team
  9. Validate that 'Available' contains the following under the 'Billing' heading:
  10. Patient Inhibited Services
  11. Patients No Financial Eligibility
  12. Patients With Expired Eligibility
  13. Validate that 'Available' contains the following under the 'Misc' heading:
  14. Patient Acuity
  15. Patient Diagnoses
  16. Patient Health Alerts
  17. Patient Progress
  18. Patient Referrals
  19. Patient Specific ToDos
  20. Patient Requiring Insurance Verification
  21. Click [Cancel].
  22. Validate the 'Confirm Cancel' message contains: "Are you sure you want to cancel and discard any changes?"
  23. Click [Yes].
  24. Click [Discard].
  25. Validate the 'My Patients' widget contains the 'My Patients' tab.
  26. Log out of application.
  27. The 'Modify "Client" Terminology' registry setting must be set to the default value. This must be done by Netsmart staff.
  28. Log into application.
  29. Validate the 'My Clients' widget contains the 'My Clients' tab.
  30. Open the 'View Definition' form.
  31. Click [Select View].
  32. Select the view associated to the logged in user in the 'Select Views' field.
  33. Click [OK].
  34. Click [Launch View Designer].
  35. Validate that 'Available' contains the following under the 'Client' heading:
  36. Client Episode
  37. Clients Care Team
  38. Validate that 'Available' contains the following under the 'Billing' heading:
  39. Client Inhibited Services
  40. Clients No Financial Eligibility
  41. Clients With Expired Eligibility
  42. Validate that 'Available' contains the following under the 'Misc' heading:
  43. Client Acuity
  44. Client Diagnoses
  45. Client Health Alerts
  46. Client Progress
  47. Client Referrals
  48. Client Specific ToDos
  49. Client Requiring Insurance Verification
  50. Click [Cancel].
  51. Validate the 'Confirm Cancel' message contains "Are you sure you want to cancel and discard any changes?"
  52. Click [Yes].
  53. Click [Discard].
Scenario 2: Validate 'Modify Client Terminology' registry setting
Specific Setup:
  • The 'Modify "Client" Terminology' registry setting must be enabled by a Netsmart Representative.
  • A practitioner must be associated with the logged in user (Practitioner A).
  • A client must be enrolled in an existing episode and not part of "Practitioner A's" caseload (Patient A).
  • "Practitioner A" must have existing appointments scheduled for today.
Steps
  1. Select "Patient A".
  2. Validate the 'Recent Patients' field displays.
  3. Validate the 'Advanced Patient Search' link is present under the 'Search' field.
  4. Click [Advanced Patient Search].
  5. Validate the 'Patient Search' field displays.
  6. Click [Close].
  7. Validate the 'Patients for Today' field displays.
  8. Click [Patients for Today].
  9. Hover over the 'Patients for Today - Refresh' field and validate a label is displayed stating "Refresh Patients for Today".
  10. Launch the Patient Dashboard.
  11. Validate the 'Patient Dashboard' label displays.
  12. Hover over the 'Patient Image Import' icon.
  13. Click [Import].
  14. Verify the 'Import Patient Picture' dialog opens.
  15. Click [Cancel] and [Close].
  16. Hover over the 'Clear Patient' field and validate a label is displayed stating "Clear Patient".
  17. Clear the patient.
Topics
• NX • Registry Settings • Widgets
AV-79629 Summary | Details
Launching Flowsheet assessment from Task List
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
  • Avatar eMAR
  • Flowsheet
Scenario 1: Task List - Task Definition that launches Flowsheet
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.
  • Flowsheet must have a "Vital Signs" assessment configured with the tag: "PulseOx".
  • An Order Code must exist for "Pulse Oximetry".
Steps
  1. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "PulseOx" and press [Tab].
  4. Set the 'Task Title' field to "Pulse Ox".
  5. Select "Flowsheet" from the 'Task Action Type' field and click [Submit].
  6. Validate a message is displayed that states: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  7. Access the 'Task Associations' form.
  8. Select "Task Definition" from the 'Task Type' field.
  9. Set the 'Task Group/Definition' field to "Pulse Ox".
  10. Select "Pulse Ox (PulseOx)" from the 'Task Group/Definition' field.
  11. Select "Add" from the 'Add/Edit/Delete Association' field.
  12. Select "Order Entry" from the 'Order Event' field.
  13. Set the 'Order Code' field to "Pulse Oximetry".
  14. Select "Pulse Oximetry" from the 'Order Code' field.
  15. Click [Update Associations] and [Submit].
  16. Validate a message is displayed that states: "Task Associations has completed. Do you wish to return to form?" and click [No].
  17. Select "Client A" and access the Order Entry Console.
  18. Search for and select "Pulse Oximetry" from the 'New Order' field.
  19. Select "Every Hour" from the 'Frequency' field.
  20. Set the 'Duration' field to "6" and click [Hours].
  21. Click [Add to Scratchpad] and [Sign].
  22. Access the 'Task List' widget.
  23. Search for and select "Client A" from the 'Search Patients' field.
  24. Select the first task labeled: 'Pulse Ox' and click [Complete].
  25. Validate that a 'Flowsheet Assessment' is launched in full screen.
  26. Complete all fields for the displayed assessment and click [Sign].
  27. Validate the previously selected task labeled: 'Pulse Ox' has been removed.
Scenario 2: eMAR - Pre-Administration Assessments (Flowsheet)
Specific Setup:
  • An 'Assessment' in the 'Flowsheet Admin' tool must have a 'Tag' added that corresponds to the 'Task Code' entered in the 'Task Definition' 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. Access the 'Task Definitions' form.
  2. Select "Add" from the 'Add/Edit Task Definition' field.
  3. Set the 'New Task Code' field to "Flowsheet".
  4. Set the 'Task Title' field to "Flowsheet Task".
  5. Select "Flowsheet" from the 'Task Action Type' field.
  6. Click [Submit].
  7. Validate a message is displayed stating: "Task Definitions has completed. Do you wish to return to form?" and click [No].
  8. Access the 'Task Associations' form.
  9. Select "Task Definition" from the 'Task Type' field.
  10. Select "Flowsheet Task (Flowsheet)" from the 'Task Group/Definition' field.
  11. Select "Add" from the 'Add/Edit/Delete Association' field.
  12. Select "Pre-Administration" from the 'Order Event' field.
  13. Search for and select "RITALIN 5 MG TABLET ORAL" from the 'Order Code' field.
  14. Click [Update Associations].
  15. Click [Submit].
  16. Validate a message is displayed stating: "Task Associations has completed. Do you wish to return to form?" and click [No].
  17. Select “Client A” and access the Order Entry Console.
  18. Search for and select "RITALIN 5 MG TABLET ORAL" from the 'New Order' field.
  19. Set the 'Dose' field to "1".
  20. Select "TABLET" from the 'Dose Unit' field.
  21. Select "TWICE A DAY" from the 'Freq' field.
  22. Set the 'Duration' field to "1" and click [Days].
  23. Click [Add to Scratchpad] and [Sign].
  24. Validate 'Order grid' contains an order for "RITALIN 5 MG TABLET ORAL 1 TABLET, TWICE A DAY".
  25. Access the ‘eMAR’ widget.
  26. Validate an order for "RITALIN 5 MG ORAL TABLET" is displayed with red text in the order details stating "Right click is available for pre-administration Assessments".
  27. Right click in the 'Order Description' for the "RITALIN" order and select "Flowsheet Task".
  28. Verify the 'Flowsheet' assessment is launched in a new window.
  29. Click [X] to close the 'Flowsheet' assessment.
Topics
• myAvatar/myAvatar NX • NX • Order Entry Console
AV-79645 Summary | Details
POC Results Entry - 'Include Inactive Orders' is set to "Yes"
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Orders This Episode
  • POC Results Entry
  • Review Results
  • View Results
Scenario 1: Specimen Collection in Avatar eMAR with an associated non-episodic CWS User modeled form displayed when entering a result in the 'POC Results Entry' form with table validation
Specific Setup:
  • Avatar eMAR 2021 Update 23, Avatar CWS 2021 Update 90, RADplus 2021 Update 118, and myAvatar Client Update 2513-004 or 3201-002 or NX Release 2022.04.00 must be installed to make use of this functionality.
  • A lab order code must exist. (COVID Rapid)
  • A non-episodic CWS user modeled form must exist in the application. (COVID Details)
  • An 'Observation Definition' and 'Test Definition' must exist in the 'POC Results Entry Configuration' form for "COVID Rapid" that uses the non-episodic CWS user modeled form that was imported to be displayed upon collection and "Yes" selected in the 'Include Form Data as Result Comments' field.
  • 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.
  • "Client A" must have access to the non-episodic CWS user modeled form "COVID Details".
Steps
  1. Search for and select "Client A" and access the Order Entry Console.
  2. Search for and select "COVID Rapid (Unit performed) (COVIDUNIT)" in the 'New Order' field.
  3. Select "ONE TIME ONLY" in the 'Frequency' field.
  4. Set the 'Duration' field to "10" and click [Days].
  5. Click [Add to Scratchpad] and [Sign].
  6. Validate the 'Order grid' contains an order for "COVID Rapid (Unit performed)ONE TIME ONLY".
  7. Validate that "Client A" is selected and access the 'eMAR' widget.
  8. Click the 'Lab Orders' tab.
  9. Validate an order for "COVID Rapid (Unit performed)" is displayed and contains "Specimen Collect" in the first cell under the current date.
  10. Complete the 'Order Acknowledgement' and 'Client Education' for this order.
  11. Select "Specimen Collect" under the current date for the "COVID Rapid (Unit Performed)" order and click [Administer].
  12. Validate the 'Specimen Collection' dialog is displayed.and does not contain an additional non-episodic CWS user modeled form tab.
  13. Select "Fluid" in the 'Specimen Type' field.
  14. Select "CT GC Swab" in the 'Specimen Container' field.
  15. Check the 'Accept specimen collection entered' checkbox and click [Ok].
  16. Validate the first cell under the current date for the "COVID Rapid" order contains the "Specimen Collection Time".
  17. Validate that "Client A" is selected and access the 'POC Results Entry' form.
  18. Validate that "No" is selected in the 'Include Inactive Orders' field.
  19. Select the "COVID Rapid (Unit Performed)" order in the 'Order' field.
  20. Validate that "No" is selected in the 'Include Resulted Collections' field.
  21. Validate the 'Collection' field has the information related to the specimen collection done for this order defaulted.
  22. Validate the 'Add/Correct/Void' field is disabled, required and has "Add" selected by default.
  23. Validate the 'Collecting Staff' field is disabled and contains the staff member who completed the specimen collection.
  24. Validate the 'Specimen Type' field is required, disabled, and contains "Fluid".
  25. Validate the 'Specimen Collection Date' field is required, disabled, and contains the date that the 'Specimen Collection' took place, which in this case it is the current date.
  26. Validate the 'Specimen Collection Time' field is required, disabled and contains the time that the 'Specimen Collection' took place.
  27. Validate the 'Result Date' field is disabled, required and contains the current date.
  28. Validate the 'Result Time' field is required, disabled and contains the time that the 'POC Results Entry' form was accessed.
  29. Validate that there is a section that contains the name of the associated non-episodic CWS user modeled form. In this case it is "COVID Details".
  30. Validate that all fields are enabled.
  31. Select "Yes" in the 'Is this the first test (of any kind) the patient has had for COVID 19?' field.
  32. Check the 'Abott IDNOW' checkbox.
  33. Select "No" in the 'Is Patient symptomatic per CDC guidelines?' field.
  34. Select "No" in the 'Hospitalized (at time of testing, for COVID)' field.
  35. Select "No" in the 'ICU (at time of testing, for COVID)' field.
  36. Select "No" in the 'Is the patient employed in healthcare with direct patient contact?' field.
  37. Select "Yes" in the 'Is Resident in congregate care/living setting?' field.
  38. Select "Work (environment)" in the 'If Yes, select the setting' field.
  39. Select "Not Pregnant" in the 'Is the Patient Pregnant' field.
  40. Validate that there is a 'Results' section.
  41. Validate that the field in the 'Results' section is enabled and required.
  42. Select "negative" in the 'Result' field.
  43. Click [File].
  44. Validate that "Client A" is selected and access the 'COVID Details' form.
  45. Validate that "Yes" is selected in the 'Is this the first test (of any kind) the patient has had for COVID 19?' field.
  46. Validate the 'Abott IDNOW' checkbox is checked.
  47. Validate that "No" is selected in the 'Is the patient employed in healthcare with direct patient contact?' field.
  48. Validate that "No" is selected in the 'Is Patient symptomatic per CDC guidelines?' field.
  49. Validate that "No" is selected in the 'Hospitalized (at time of testing, for COVID)' field.
  50. Validate that "No" is selected in the 'ICU (at time of testing, for COVID)' field.
  51. Validate that "Yes" is selected in the 'Is Resident in congregate care/living setting?' field.
  52. Validate that "Work (environment)" is selected in the 'If Yes, select the setting' field.
  53. Validate that "Not Pregnant" is selected in the 'Is the Patient Pregnant?' field.
  54. Close the form.
  55. Create a report using the 'SYSTEM.result_header' table and include following fields: 'PATID', 'filler_order_number', 'placer_order_number', 'specimen_collection_date', 'specimen_collection_time', and 'universal_svc_id_value'.
  56. Filter the report by selecting "Client A's" PATID in the 'PATID' field.
  57. Filter the report a second time by selecting the 'Order #' in the 'placer_order_number' field.
  58. Validate that one row of data is displayed.
  59. Validate the 'filler_order_number' field contains "POC##". The # is unique.
  60. Validate that the 'specimen_collection_date' field contains the date that the specimen collection took place, which in this case would be the current date.
  61. Validate that the 'specimen_collection_time' field contains the time that the specimen collection took place, which in this case would be the time that shows in the first cell under the current date for the "COVID Rapid" order in Avatar eMAR.
  62. Validate that 'universal_svc_id_value' contains "COVID Rapid".
  63. Close the report.
  64. Create a report using the 'SYSTEM.result_details' table and include following fields: 'PATID', 'filler_order_number', 'placer_order_number', 'observation_id_value', 'observation_value', and 'universal_svc_id_value'.
  65. Filter the report by selecting "Client A's" PATID in the 'PATID' field.
  66. Filter the report a second time by selecting the 'Order #' in the 'placer_order_number' field.
  67. Validate that one row of data is displayed.
  68. Validate the 'filler_order_number' field contains "POC##". The # is unique and this value is the same for all six rows.
  69. Validate the 'universal_svc_id_value' field contains "COVID Rapid".
  70. Validate the 'observation_id_value' is "SARS-CoV Urb RNA Nose Ql PCR".
  71. Validate the 'observation value' contains "neg".
  72. Close the report.
  73. Select "Client A" and access the 'View Results' form.
  74. Click [Display Results List/Select Result To View/Print].
  75. Select the result associated with the "COVID Rapid" order in the 'Select Result' field and click [OK].
  76. Validate the 'Result Information' field contains the information pertaining to the "COVID Rapid" order.
  77. Close the form.
  78. Access the 'Review Results' form.
  79. Search for and select "Client A" in the 'Client ID' field.
  80. Select the result associated with the "COVID Rapid" order in the 'Select Results' field.
  81. Validate the 'Order' field contains information related to the "COVID Rapid" order.
  82. Validate the 'Results' field contains information entered in the 'POC Results Entry' form for the "COVID Rapid" order.
  83. Close the form.
Scenario 2: POC Results Entry - Add Results for an order where 'Inactive Orders' is "Yes" - CWS user-modeled form associated to order code and specimen collection completed in eMAR.
Specific Setup:
  • The '(545) Suppress DC of One-Time-Only orders via eMAR' extended attribute off of 'Order Type' for "Lab" must be set to "Yes, suppress DC".
  • The '(546) DC One-Time-Only Orders Upon Receipt of Final Result' extended attribute off of 'Order Type' for "Lab" must be set to "Yes".
  • Notifications must be set up for both normal and abnormal results. This is done in the 'Notifications Setup' form.
  • A non-episodic CWS user modeled form must exist in the applications.
  • An 'Observation Definition' must exist where the following applies: 'Select Observation' = "Gas flow.O2 O2 delivery sys (8839-3)"- 'Observation ID Code' = "Aortic root Oxygen saturation (8839-3)" - 'Field Name' = "Gas flow.O2 O2 delivery sys" - 'Observation Value Unit' = "L/min" - 'Observation Value Field Type' = "Integer" - 'Sex/Age Range' = "0+" with a Normal Reference Range of "95-100" - an abnormal Reference Range of "85-94" with an 'Abnormal Code' = "Below low normal (L)" - an abnormal Reference Range of "80-84" with an 'Abnormal Code' = "Below lower panic limits" - 'Technical Range' = no value. (Observation Definition A)
  • A 'Test Definition' must exist where the following applies: 'Test Name' = "Oxygen Saturation ages 0+" - 'LOINC Code' = "Aortic root Oxygen saturation (8839-3)" - 'Order Codes' = "Complete Blood Count" and "Red Blood Cell Count" - 'Observation' = "Gas flow. O2 O2 delivery sys (8893-3)" - 'Require Observation' = "Yes" - 'Require Specimen Type' = "Yes" - 'Default Specimen Type' = "Blood, Whole" - 'Require Specimen Site' = "No" - 'Default Specimen Site' = no value - 'Associated Form' = "Non Ep Assessment (39)". (Test Definition A)
  • A client must have an active One-Time-Only lab order for "Complete Blood Count" (Order A) and an expired or discontinued lab order for "Red Blood Cell Count". (Order B) (Client A)
  • A 'Specimen Collection' must be completed for "Order A" in Avatar eMAR.
Steps
  1. Select "Client A" and access the 'POC Results Entry' form.
  2. Validate the 'Include Active Orders' field has "No" selected by default.
  3. Validate the 'Order' field is required, enabled and contains the order for "Complete Blood Count".
  4. Select "Yes" in the 'Include Active Orders' field.
  5. Validate the 'Order' field contains an order for "Complete Blood Count" and an order for "Red Blood Cell Count".
  6. Select the "Complete Blood Count" order in the 'Order' field.
  7. Validate the 'Add/Correct/Void' field is required, disabled and has "Add" selected by default.
  8. Validate that "No" is selected in the 'Include Resulted Collections' field.
  9. Validate the 'Collection' field contains the specimen collection for the "Complete Blood Count" order.
  10. Validate the 'Collecting Staff' field is required, disabled and contains the staff member associated to the user who is logged into the application.
  11. Validate the 'Specimen Type' field is required and contains a default value of "Blood".
  12. Validate the 'Specimen Site' field is not required and does not contain a value.
  13. Validate the 'Specimen Collection Date' field is required, disabled and contains the date the specimen was collected.
  14. Validate the 'Specimen Collection Time' field is required, disabled and contains the time the specimen was collected.
  15. Validate the 'Result Date' is required, enabled and contains the current date.
  16. Validate the 'Result Time' field is required, enabled and contains the time the form was accessed,
  17. Validate the cws user-modeled form frame is displayed and contains the fields within the user-modeled form.
  18. Populate all fields within the CWS user-modeled form.
  19. Validate the 'Results' frame is displayed and contains a field with the value entered in the 'Field Name' field in the 'Observation Definition' section of the 'POC Results Entry Configuration' form.
  20. Validate the 'Field Name' field is required and contains a value to the right of the box. This is the 'Observation Value Unit' and it is set up in the 'Observation Definition' section of the 'POC Results Entry Configuration' form.
  21. Set the 'Field Name' field to any integer. Keep in mind that this has to do with Oxygen Saturation. (ex. 97) and click [File].
Topics
• NX • Order Entry Console
AV-79652 Summary | Details
Quick Actions - 'Alerts'
Scenario 1: 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', 'Problem List', 'Emergency Contact', and 'Alerts' Quick Actions must be assigned to the user in the 'NX View Definition' form.
  • This scenario must be tested in an Avatar NX system.
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Validate there is no grey box behind the client's name.
  3. Navigate to the 'Quick Actions' widget.
  4. Click [Update Client Data - Add].
  5. Click outside of the 'Update Client Data' dialog.
  6. Validate the dialog is fixed and centered in the screen.
  7. Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key.
  8. Validate an 'Error' dialog stating: "First name contains invalid characters." and click [OK].
  9. Validate the space is automatically removed after the comma.
  10. Click the 'State' field and validate the states are listed alphabetically.
  11. Populate the required and desired fields.
  12. Click [Save].
  13. Click [Emergency Contact - Add].
  14. Click outside of the 'Emergency Contact' dialog.
  15. Validate the dialog is fixed and centered in the screen.
  16. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key.
  17. Validate an 'Error' dialog stating: "First name contains invalid characters." and click [OK].
  18. Validate the 'Emergency Contact Name' field is cleared.
  19. Fill out any required any desired fields.
  20. Click [Save].
  21. Click [Smoking Assessment - Add].
  22. Click outside of the 'Smoking Assessment' dialog.
  23. Validate the dialog is fixed and centered in the screen.
  24. Populate the required fields.
  25. Click [Save].
  26. Click [Problems List - Add].
  27. Click outside of the 'Problems List' dialog.
  28. Validate the dialog is fixed and centered in the screen.
  29. Click [Cancel].
  30. Click [Alerts - Add].
  31. Select "Warning (Custom)" in the 'Type of Alert' field.
  32. Select "All Episodes" in the 'Episode(s)' field.
  33. Enter any value in the 'Custom Message' field.
  34. Select "No" in the 'Disabled' field.
  35. Select "Active for Date Range" in the 'Active or Active for Date Range' field.
  36. Enter "T" in the 'Start Date' field.
  37. Validate the current date is displayed in the 'Start Date' field.
  38. Enter any future value in the 'End Date' field.
  39. Select any form in the 'Applicable Forms' field (Form A).
  40. Validate the 'Applicable Forms' are listed alphabetically.
  41. Click [Save].
  42. Close the 'Client Dashboard'.
  43. Access 'Form A'.
  44. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps.
  45. Click [OK].
  46. Close the form.
Topics
• NX
AV-79673 Summary | Details
Disclosure Management
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Disclosure Management
Scenario 1: Avatar "Disclosure Management" field and processing validations
Specific Setup:
  • In the "View Attachment Types" field on form "Disclosure Management Configuration", select various modeled and product form type attachments to include for requesting and authorizing document images for disclosure.
  • In the product and modeled forms selected in the previous step, have documents generated for a client in multiple episodes (Client A).
  • Have registry setting "Sort Episodes by Admission Date" set to "Y".
Steps
  1. Open the 'Disclosure Management' form for "Client A".
  2. Enter a date in the 'Request Date' field.
  3. Enter a date in the 'Request Information Start Date' field.
  4. Enter a date in the 'Request Information End Date' field.
  5. In the 'Requested Episode(s)' field, validate all episodes are listed and displayed in a readable format.
  6. Select the desired episodes to include.
  7. Select the desired items in the 'Requested Chart Items' field.
  8. Select the desired documents in the 'Requested Document Images' field.
  9. Enter an organization name in the 'Organization' field.
  10. Go to the 'Authorization' section.
  11. Select "Yes" in the 'Signed Authorization On File' field.
  12. Enter a date in the 'Authorization Start Date' field.
  13. Enter a date in the 'Authorization End Date' field.
  14. Validate all episodes are listed and displayed in a readable format in the 'Authorization Episode(s)' field.
  15. Select desired episodes to include in the 'Authorization Episode(s)' field.
  16. Click [Update Chart Items Authorized For Disclosure].
  17. Validate all items are set to "Yes" in the 'Authorized' field.
  18. Click [Save].
  19. Click [Update Document Images Authorized for Disclosure].
  20. Validate all items are set "Yes" in the 'Authorized' field.
  21. Click the [Save].
  22. Click [Refresh Chart Items].
  23. Click [Refresh Document Images].
  24. Go to the 'Disclosure' section.
  25. Enter a date in the 'Disclosure Date' field
  26. Enter a time in the 'Disclosure Time' field.
  27. Select "Electronic" in the 'Disclosure Method' field.
  28. Click [Process].
  29. Validate the items list in the 'Disclosure Management' panel are as expected.
  30. Validate a "Processing Disclosure Items" message indicating "Item", "Row" and "Data size" of the document is displayed and continues to be displayed until the process is complete.
  31. When the process has completed, validate the expected disclosure documents are displayed in the report results panel.
Scenario 2: Validate 'Disclosure Management' records display in the 'All Documents' Widget
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 (All Documents view).
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and navigate to the 'All Documents' view.
  2. Select the 'All Forms' tab.
  3. Click [New Record].
  4. Select "Disclosure Management" from the 'New Record' field.
  5. Fill out any required and desired fields.
  6. Click [Submit] and [No].
  7. Validate the user is returned to the 'All Documents' view.
  8. Refresh the 'All Documents' widget.
  9. Select the 'All Forms' tab.
  10. Validate the 'Disclosure Management' record displays.
Topics
• Disclosure • NX
AV-79693 Summary | Details
OE NX - iButton - Orders This Episode
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry User Definition
  • Orders This Episode
  • Registry Settings (PM)
Scenario 1: OE NX - iButton - Orders This Episode
Specific Setup:
  • Registry setting "RADplus->System Security->User Definition->->->Two-Factor Authentication Method" must be set to "iButton"
  • The logged in user must both require validation and be allowed to validate orders
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A", access the Order Entry Console, and plug in the iButton.
  2. Search for and select "TYLENOL (ACETAMINOPHEN) 325 MG CAPSULE, LIQUID FILLED ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "2".
  4. Validate the 'Dose Unit' field is equal to "Capsule".
  5. Select "3 TIMES A DAY" from the 'Frequency' field.
  6. Set the 'Duration' field to "2" and click [Days].
  7. Select "Capsule" from the 'Dispense Qty Unit' field.
  8. Click [Add to Scratchpad], [Final Review], and [Sign].
  9. Select the "Tylenol" order created from the 'Order grid' and click [Validate].
  10. Validate the "Tylenol" order has been validated.
  11. Search for and select "PREDNISONE 1 MG TABLET ORAL" from the 'New Order' field.
  12. Set the 'Dose' field to "2".
  13. Validate the 'Dose Unit' field is equal to "Tablet".
  14. Select "3 TIMES A DAY" from the 'Frequency' field.
  15. Set the 'Duration' field to "2" and click [Days].
  16. Select "Tablet" from the 'Dispense Qty Unit' field.
  17. Click [Add to Scratchpad], [Final Review] and [Sign].
  18. Unplug the iButton.
  19. Select the "Prednisone" order in the 'Order grid' and click [Validate]
  20. Validate a message is displayed stating "Two-Factor Authentication failed. This can happen if the logged-in user is not assigned a Two-Factor Authentication token or if the correct Two-Factor Authentication token is not present. Filing is canceled. Please insert your assigned Two-Factor Authentication token and try again."
Topics
• NX • Order Entry Console
AV-79804 Summary | Details
Avatar NX - 'Current Medications' Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: Current Medications Widget
Specific Setup:
  • The 'Avatar CWS->System Maintenance->Current Medications Quick Form->Settings->->Show Medication History For The Last xxx Days' registry setting must be configured (ex. 60).
  • Please log out of the application and log back in after completing the above configuration.
  • A client must be enrolled in an active outpatient 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 have the 'Current Medications' widget assigned to a view.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click [Orders This Episode].
  3. Search for and select "ADVIL (IBUPROFEN) 200 MG TABLET ORAL" in the 'New Order' field.
  4. Set the Dose field to "2".
  5. Validate the 'Dose Unit' field contains "tab(s)".
  6. Select "TWICE A DAY" from the 'Freq' field.
  7. Select "ORAL" from the Route filed.
  8. Set the 'Start Date' field to any date in the recent past.
  9. Set the 'Stop Date' field to a date in the recent past.
  10. Set the 'Addl Instructions' field to any value.
  11. Click [Add to Scratchpad] and [Sign].
  12. Select "All" from the 'Status' field.
  13. Validate that the previously placed order is displayed with a status of "expired".
  14. Search for and select "ADVIL (IBUPROFEN) 200 MG TABLET ORAL" in the 'New Order' field.
  15. Set the Dose field to "2".
  16. Validate the 'Dose Unit' field contains "tab(s)".
  17. Select "TWICE A DAY" from the 'Freq' field.
  18. Select "ORAL" from the Route filed.
  19. Set the 'Start Date' field to a current date.
  20. Set the 'Stop Date' field to a date in the future.
  21. Set the 'Addl Instructions' field to any value.
  22. Click [Add to Scratchpad] and [Sign].
  23. Select "All" from the 'Status' field.
  24. Validate that the previously placed orders are displayed, active and expired.
  25. Navigate to the 'Current Medications' widget and validate that the recently placed order appears as expected.
  26. Select the medication from the 'Current Medications' widget.
  27. Validate that the medication history section displays the current and historic medication filed.
Scenario 2: 'Current Medication' widget - Validate widget displays correct medications for each client
Specific Setup:
  • Two clients must be enrolled in an active outpatient episode (Client A and Client B).
  • “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.
  • "Client A" must have a current medication on file.
  • "Client B" must have a current medication on file.
  • A user must have the Current Medications widget assigned to a view.
Steps
  1. Select "Client A" and access the 'Current Medications' widget.
  2. Validate the medications display for "Client A".
  3. Select "Client B".
  4. Validate the 'Current Medications' widget reloads and no longer displays medications for "Client A".
  5. Validate the 'Current Medications' widget displays the medication for "Client B".
Topics
• Medication History • NX • Widgets