Avatar NX User Interface Update 2022.07.00 Acceptance Tests

AV-71325 Summary | Details

OE NX - Order Entry Console - Default New One-Time-Only Orders To Duration Of 1 Day

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

Orders This Episode
Order Entry Console

Scenario 1: OE NX - Orders This Episode - New pharmacy-type order with One Time Only frequency code - no hours of admin

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A pharmacy-type order code (Order Code A) must not have a value selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' 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’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).

Steps

Select "Client A" and access the Order Entry Console.
Create an order for "Order Code A".
Populate the required fields selecting a "One Time Only" frequency code.
Validate the 'Duration' field contains "1" and [Days] is selected.
File the order and validate it displays in the 'Order grid'.

Scenario 2: OE NX - Order Entry Console (Admission Reconciliation section) - Create an order for a one-time-only 'Frequency Code' (with no hours of admin) with 'Default Dur of 1 for New OTO Orders' = "YX"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "Y".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “No (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A pharmacy-type order code must have "Yes" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' 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’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).

Steps

Search for and select "Client A" and access the Order Entry Console"
Select the 'Admission Reconciliation' tab.
Search for and select "DIGOXIN 0.0625 MG TABLET ORAL" in the 'New Order' field.
Fill out all required fields and ensure that "ONE TIME ONLY" is selected in the 'Freq' field.
Validate that "1" is displayed in the 'Duration' field and that [Days] is selected.
Click [Add to Scratchpad] and [Restart Reconciliation].
Validate a warning message is displayed and click [Yes].
Select the 'Orders This Episode' tab, select the HomeView and clear the client.

Scenario 3: OE NX - Orders This Episode - New lab-type order with One Time Only frequency code (no hours of admin) with 'Default Dur of 1 for New OTO Orders' set to "YX"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX".
The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
A lab-type order code must not have a value selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' 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’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select a lab-type order code.
Select "One Time Only" in the 'Frequency' field
Validate the 'Duration' field contains "1" and that [Days] is selected.
Fill out all required fields and click [Add to Scratchpad] and [Sign]
Validate the 'Order grid' contains the lab order.

Scenario 4: OE NX - Order Groups - 'Default Dur of 1 for New OTO Orders' set to "YX"

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX".
A client must have an active inpatient episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
An order group must exist that contains an order code for each of the following order types : "Imaging", "x-ray", "not applicable" (order type category), "dietary", and "dietary oral". All orders must have a 'Frequency' of "One Time Only". (Order Group A)

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Validate the 'Order Group' dialog is displayed and click [Select All] and [Add to Scratchpad].
Validate that the 'Scratchpad' contains five orders.
Select each order and validate that the 'Frequency' field contains "One Time Only", that the 'Duration' field contains "1" and that [Days] is selected.
Click [Sign] and validate that the five orders are now displayed in the 'Order grid'.

Topics

• NX • Order Entry Console

AV-74099 Summary | Details

OE NX - Order Entry Console - NADEAN required when 'Reason' is not "Pain".

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

Order Entry Console
Orders This Episode
Home Medications

Scenario 1: OE NX - Admission Med Reconciliation - Schedule III (Xyrem) - New Order

Specific Setup:

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

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Admission Reconciliation' tab.
Search for and select "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)" in the 'New Order' field.
Populate the required fields.
Validate the 'Reason' field is required and select any value.
Validate the 'Reason Text' field is only required based upon the value selected in the 'Reason' field.
Click [Add to Scratchpad] and [Reconcile & Review].
Validate the 'Final Review' dialog is displayed and click [Sign].
Validate the 'Admission Reconciliation' tab is in view-only mode.

Scenario 2: OE NX - Orders This Episode - Create three detox orders one with a 'Reason' of "pain", one a 'Reason' other than "pain", and one with a 'Reason' of "Detox + Pain" and then do a multiple order copy

Specific Setup:

Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX.
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.
Must have the following three 'Reason Codes' defined: "Pain", "Detox", and "Detox + Pain".
Must be logged in as a user who has a "NADEAN #" in OrderConnect.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "SUBLOCADE 300MG (BUPRENORPHINE) 300 MG/1.5 ML SOLUTION, EXTENDED RELEASE SUBCUTANEOUS (Schedule III)" in the 'New Order' field.
Populate the required fields.
Validate the 'Reason' field is required and select "Pain"
Validate the 'Note to Pharmacist' field is required and contains "Pain".
Click [Add to Scratchpad].
Search for and select "ZUBSOLV 0.7 MG-0.18 MG TABLET SUBLINGUAL (Schedule III)" in the 'New Order' field.
Populate the required fields.
Validate the 'Reason' field is required and select "Detox"
Validate that the 'Reason Text' field is not required and set it to "test".
Validate the 'Note to Pharmacist' field is required and contains "Detox".
Click [Add to Scratchpad]
Search for and select "BUTRANS 10 MCG/1 HR PATCH, EXTENDED RELEASE TRANSDERMAL (Schedule III)" in the 'New Order' field.
Populate the required fields.
Validate the 'Reason' field is required and select "Detox and Pain"
Validate that the 'Reason Text' field is not required and set it to "test".
Validate the 'Note to Pharmacist' field is required and contains "Detox + Pain".
Click [Add to Scratchpad] and [Final Review].
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and contains all three orders with note icons. Ensure the note icons contains the same value as the 'Reason' selected.
Validate that "eRx" is enabled in the 'Output' column for all 3 orders.
Select "None" in the 'Output' column for each order and click [Sign].
Validate the 'Order grid' contains the following orders:
"BUTRANS 10 MCG/1 HR TRANSDERMAL PATCH, EXTENDED RELEASE (Schedule III)" with "Reason: Detox + Pain -- test"
"ZUBSOLV 0.7 MG-0.18 MG SUBLINGUAL TABLET (Schedule III)" with "Reason: Detox -- test"
"SUBLOCADE 300MG (BUPRENORPHINE) 300 MG/1.5 ML SUBCUTANEOUS SOLUTION, EXTENDED RELEASE (Schedule III)" with "Reason: Pain"
Select all three orders and click [Copy] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and contains all three orders with note icons. Ensure the note icons contains the same value as the 'Reason' selected.
Validate that "eRx" is enabled in the 'Output' column for all 3 orders.
Select "None" in the 'Output' column for all 3 orders and click [Sign].

Scenario 3: OE NX - Home Medications - Create two detox orders one with a 'Reason' of "pain" and one with any other value

Specific Setup:

Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX.
The logged in user must be configured whose actions do not require validation and has a NADEAN #.
The logged in user must have the 'Default to Client Reported' checkbox checked in the 'Order Entry User Definition' form.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Create two detox orders (Order A and Order B).
For "Order A", select a 'Reason' that contains the word "Pain".
For "Order B", select a 'Reason' that does not contain the word "Pain".
Validate the 'Note to Pharmacist' for each order contains the respective 'Reason' selected.
Click [Final Review].
Validate the 'Order Details' cell for "Order A" does not contain the logged in users NADEAN #.
Validate the 'Order Details' cell for "Order B" contains the logged in users NADEAN #.
File both orders and validate the display correctly in the 'Order grid'.

Scenario 4: OE NX - Admission Reconciliation - Add two detox orders to the 'Scratchpad', one with a 'Reason' of "pain" and one with any other value and create 2 new detox orders

Specific Setup:

Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX.
The logged in user must be configured whose actions require no validation and has a NADEAN #
The logged in user must have the 'Default to Client Reported' checkbox checked in the 'Order Entry User Definition' form.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
The logged in user must have order actions that do not require validation and has a NADEAN #,

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab.
Create two detox orders (Order A and Order B).
For "Order A", select a reason that contains the word "Pain".
Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason.
For "Order B", select a reason that does not contain the word "Pain".
Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason.
Click [Final Review].
Validate the 'Order Details' cell for "Order A" does not contain the logged in users NADEAN #.
Validate the 'Order Details' cell for "Order B" contains the logged in users NADEAN #.
File both orders and validate they display correctly in the 'Order grid'.
Click the 'Admission Reconciliation' tab.
Validate "Order A" and "Order B" are in the 'Home Medications (Pre-Admission)' order grid.
Select "Order A" and "Order B" and click [Add to Scratchpad].
Select "Order A" from the 'Inpatient Medications Scratchpad' order grid, select a reason that contains the word "Pain" and validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason.
Fill in all remaining required fields and click [Update Order].
Select "Order B" from the 'Inpatient Medications Scratchpad' order grid, select a reason that does not contain the word "Pain" and validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason.
Fill in all remaining required fields and click [Update Order].
Create two new detox orders (Order C and Order D).
For "Order C", select a reason that contains the word "Pain".
Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason.
For "Order D", select a reason that does not contain the word "Pain".
Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason.
Click [Reconcile & Review].
Validate the 'Order Details' cell for "Order A" does not contain the logged in users NADEAN #.
Validate the 'Order Details' cell for "Order B" contains the logged in users NADEAN #.
Validate the 'Order Details' cell for "Order C" does not contain the logged in users NADEAN #.
Validate the 'Order Details' cell for "Order D" contains the logged in users NADEAN #.
File all orders and validate they display correctly in the 'Order grid'.

Scenario 5: OE NX - Discharge Reconciliation - Add two detox orders to the 'Scratchpad', one with a 'Reason' of "pain" and one with any other value and create 2 new detox orders

Specific Setup:

Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX.
The logged in user must be configured whose actions require no validation and has a NADEAN #.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Orders This Episode' tab.
Create two detox orders (Order A and Order B).
For "Order A", select a reason that contains the word "Pain".
Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason.
For "Order B", select a reason that does not contain the word "Pain".
Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason.
Click [Final Review].
Validate the 'Order Details' cell for "Order A" does not contain the logged in users NADEAN #.
Validate the 'Order Details' cell for "Order B" contains the logged in users NADEAN #.
File both orders and validate they display correctly in the 'Order grid'.
Click the 'Discharge Reconciliation' tab.
Validate "Order A" and "Order B" are in the 'Inpatient Medications' order grid.
Select "Order A" and "Order B" and click [Add to Scratchpad as Rx].
Select "Order A" from the 'Home Medications Scratchpad (Post-Discharge)' order grid, fill in any missing required fields and click [Update Order].
Select "Order B" from the 'Home Medications Scratchpad (Post-Discharge)' order grid, fill in any missing required fields and click [Update Order].
Create two new detox orders (Order C and Order D).
For "Order C", select a reason that contains the word "Pain".
Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason.
For "Order D", select a reason that does not contain the word "Pain".
Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason.
Click [Review & Sign].
Validate the 'Order Details' cell for "Order A" does not contain the logged in users NADEAN #.
Validate the 'Order Details' cell for "Order B" contains the logged in users NADEAN #.
Validate the 'Order Details' cell for "Order C" does not contain the logged in users NADEAN #.
Validate the 'Order Details' cell for "Order D" contains the logged in users NADEAN #.
File all orders and validate they display correctly in the 'Order grid'.

;

Scenario 6: OE NX - Orders This Episode - Create a detox order as an Agent and try and validate it as a Prescriber without a NADEAN and then one with a NADEAN

Specific Setup:

Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX.
Must have three users one as "Agent" whose actions require validation, one as "Prescriber 1" whose actions require no validation and has a NADEAN #, and one as "Prescriber 2" whose actions require no validation and does not have a NADEAN #.
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

Log into the application as "Agent".
Select "Client A" and access the Order Entry Console.
Create two detox orders "Order A" and "Order B" where both require validation and "Order A" which contains a 'Reason' that does not includes "Pain" and "Order B" has a 'Reason' that includes "Pain".
Log out of the application and log back in as "Prescriber 1".
Select "Client A" and access the Order Entry Console.
Select "Order A" and click [Validate].
Validate "Prescriber 1's" NADEAN number displays in the 'Order Details' cell, "eRX" is available to be selected in the 'Output' column and file the order.
Log out of the application and log back in as "Prescriber 2"
Select "Client A" and access the Order Entry Console.
Select "Order B" and click [Validate].
Validate there is no NADEAN number displayed in the 'Order Details' cell, "eRX" is available to be selected in the 'Output' column and file the order.

Scenario 7: OE NX - Home Medications - Create two detox orders as an Agent, one with a 'Reason' of "pain" and one with a 'Reason' of any other value and try and validate it as a Prescriber with a NADEAN

Specific Setup:

Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX.
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.
Must have two users who have staff members associated with them and one whose actions require validation (Agent) and one whose actions require no validation and has a NADEAN # (Prescriber).
Must be logged into the application as "Agent".

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Search for and select "Buprenorphine-Naloxone AvPak 2 MG-0.5 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
Populate the required fields.
Validate the 'Reason' field is required.
Select any value without "Pain" in it.
Validate the 'Note to Pharmacist' field is required and contains the description of the 'Reason' selected.
Click [Add to Scratchpad]
Search for and select "Belbuca 750 MCG Film Buccal mucosa (Schedule III)" in the 'New Order' field.
Populate the required fields.
Validate the 'Reason' field is required and select "Pain".
Validate the 'Note to Pharmacist' field is required and contains "Pain".
Click [Add to Scratchpad]
Set the 'Ordering Practitioner' field to the staff member associated with the user "Prescriber".
Click [Final Review].
Validate that the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate that the 'Final Review' dialog is displayed and an order for "Buprenorphine-Naloxone AvPak 2 MG-0.5 MG Tablet (Schedule III)" with a 'NADEAN' displayed and an order for "Belbuca 750 MCG Film (Schedule III)" with no 'NADEAN'.
Validate that "Pending" is selected in the 'Output' column for both orders and click [Sign].
Log out of the application and log back in as "Prescriber"
Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab and select "Pending" in the 'Status' field.
Validate the 'Order grid' contains an order for "Belbuca 750 MCG BUCCAL MUCOSA Film (Schedule III) " and an order for "Buprenorphine-Naloxone AvPak 2 MG-0.5 MG SUBLINGUAL Tablet (Schedule III)".
Select both orders and click [Validate].
Validate that the 'Final Review' dialog is displayed and contains the following orders:
"Belbuca 750 MCG Film (Schedule III)" with "Reason: Pain", no 'NADEAN' and a note icon. Click the note icon and validate that "Pain NADEAN: unique #" is displayed.
"Buprenorphine-Naloxone AvPak 2 MG-0.5 MG Tablet (Schedule III)" with "Reason: Detox", a "NADEAN" and a note icon. Click the note icon and validate that "Detox NADEAN: unique #" is displayed.
Validate that "eRx" is enabled for both orders.
Select "None" for both orders and click [Sign].
Select "Active" in the 'Status' field and validate that the 'Order grid' contains both orders.

Scenario 8: OE NX - Home Medications - Schedule III (Xyrem) - New order

Specific Setup:

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

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Search for and select "Xyrem 500 MG/1 ML Solution Oral (Schedule III)" in the 'New Order' field.
Populate the required fields.
Validate the 'Reason' field is not required.
Validate the 'Reason Text' field is required.
Enter "TEST" in the 'Reason Text' field.
Validate the 'Note to Pharmacist' field is required and contains "TEST".
Click [Add to Scratchpad].
Validate the 'Scratchpad' contains an order for "Xyrem 500 MG/1 ML Solution Oral Take one (1) milliliter by mouth as needed (Refills: 0, Dispense Quantity: 20) Reason: TEST Note To Pharmacist: TEST".
Click [Final Review].
Validate the 'Final Review' dialog is displayed and contains the order for "Xyrem 500 MG/1 ML Solution (Schedule III)" with "Reason: TEST" and a note icon. Click the note icon and validate that it contains "TEST" and click [Close].
Select "None" in 'Output' and click [Sign].
Validate the 'Order grid' contains an order for "Xyrem" with "Reason: TEST" and "Note To Pharmacist: TEST".

Scenario 9: OE NX - Orders This Episode - Detox orders - My Favorites

Specific Setup:

Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX.
The logged in users actions do not require validation and has a NADEAN #
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select a detox drug (Order Code A - Bunavail).
Populate the required fields selecting a 'Reason' that does not include "Pain".
Click the 'Favorites - Star' button to add this order to 'My Favorites'.
Click [Refresh].
Click the 'My Favorites' link.
Select "Order A" from the 'My Favorites' dialog and click [Add to Scratchpad].
Select "Order A" from the 'Scratchpad' and validate all information displays correctly and ensure that 'Reason' and 'Note to Pharmacist' are required.
Populate any missing required fields and click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed and contains a "NADEAN" in the 'Order Details' and that "eRx" is available for selection.
Fill out all the appropriate information and click [Sign].
Validate the 'Order grid' contains an order for "Order A".

Scenario 10: OE NX - Home Medications - Create two detox orders as an Agent, one with a 'Reason' of "pain" and one with a 'Reason' of any other value and try and validate it as a Prescriber without a NADEAN

Specific Setup:

Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX.
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.
Must have two users one whose actions require validation (Agent) and one whose actions require no validation and does not a NADEAN # (Prescriber).
Must be logged into the application as "Agent".

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab and create 2 detox orders that require validation (Order A and Order B)
"Order A" must be created with a 'Reason' that includes "Pain" and "Order B" must be created with a 'Reason' that does not contain "Pain".
Log out of the application and log back in as the user that can validate orders and does not have a NADEAN #.
Select "Client A" and access the Order Entry Console.
Select "Pending" from the 'Status' field.
Select both "Order A" and "Order B" and click [Validate].
Validate "Order A" displays with "eRX" enabled.
Validate "Order B" displays with "eRX" disabled.
File both orders and validate they display in the 'Order grid'.

Topics

• NX • Order Entry Console

AV-75842 Summary | Details

OE NX - Discharge Med Reconciliation - Preferred Pharmacy

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

Order Entry Console

Scenario 1: OE NX - Discharge Med Reconciliation - Reorder/Modify, Make Rx and Discontinue

Specific Setup:

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

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Click [Change] and validate the 'Pharmacy Search' dialog appears.
Set the 'Search Within' field to "All" and click [Search], choose a pharmacy and then click [Select & Make Preferred].
Validate the chosen pharmacy is listed above the 'Order grid'.
Validate the ‘Reported’ checkbox is checked.
Search for and select "predniSONE 5 MG Tablet Oral" in the 'New Order' field.
Set the ‘Dose’ field to "5".
Validate the 'Dose Unit' field defaults to "Tablet".
Select "Milligram" from the 'Dose Unit' field.
Select "TWICE A DAY" from the ‘Frequency’ field.
Click [Save].
Validate the 'New Order' field does not contain a value.
Uncheck the ‘Reported’ checkbox.
Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
Set the ‘Dose’ field to "2".
Validate the 'Dose Unit' field contains "Tablet".
Select "TWICE A DAY" from the ‘Frequency’ field.
Set the ‘Days Supply’ field to "12" and press Tab.
Click [Add to Scratchpad].
Validate the 'New Order' field does not contain a value
Search for and select "cefTRIAXone 1 GM Powder for Solution Injection" in the 'New Order' field.
Set the ‘Dose’ field to "1".
Select "Gram" from the ‘Dose Unit’ field.
Select "EVERY DAY" from the ‘Frequency’ field.
Set the ‘Days Supply’ field to "12".
Set the ‘Dispense Qty’ field to "1".
Select "Gram" from the ‘Dispense Qty Unit' field.
Click [Add to Scratchpad] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the ‘Final Review’ dialog is displayed click [Sign]
Validate the 'Order grid' contains an order for "predniSONE - 5 MG, TAB, PO", "ADVIL 200 MG TABLET ORAL", and "cefTRIAXone 1 GM Powder for Solution Injection".
Select the "ADVIL" order and click [Modify].
Validate the 'New Order' field contains "ADVIL 200 MG ORAL Tablet".
Set the 'Dose' field to "1".
Click [Add to Scratchpad] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and click [Sign].
Select the "ceftTRIAXone 1 GM Powder for Solution Injection" order and click [Reorder].
Validate the 'New Order' field contains "ceftTRIAXone 1 GM Powder for Solution Injection".
Click [Add to Scratchpad][Final Review], and [Sign].
Select the ‘Discharge Reconciliation’ tab.
Validate the chosen pharmacy is listed above the 'Home Medications Scratchpad (Post-Discharge)'.
Validate that the three orders appear in the 'Home Medications Scratchpad (Post Discharge)'.
Click on the order for "predniSONE - 5MG, TAB, PO" and click [Make Rx].
Validate the 'Dose Unit' field contains "Milligram" in myAvatar and "Tablet" in NX.
Select any value from the ‘Diagnosis’ field.
Set the ‘Days Supply’ field to "12".
Click [Update Order].
Validate that ‘Action’ for the “predniSONE - 5MG, TAB, PO” order contains "MAKE RX".
Click on the order for "Advil 200 MG ORAL Tablet" and click [DC].
Validate that ‘Action’ for the “Advil 200 MG ORAL Tablet” order contains "DC".
Select “cefTRIAXone 1 GM INJECTION Powder for Solution” from 'Home Medications Scratchpad (Post-Discharge)'.
Click [Reorder/Modify].
Validate the 'New Order' field contains "cefTRIAXone 1 GM INJECTION Powder for Solution”.
Click [Update Order].
Validate that ‘Action’ for the “cefTRIAXone 1 GM INJECTION Powder for Solution” order contains "REORDER/MODIFY".
Click [Review and Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the ‘Final Review’ dialog is displayed and click [Sign].
Validate the chosen pharmacy is still listed above the 'Home Medications Scratchpad (Post-Discharge)'.

Topics

• Discharge Med Reconciliation • NX • Order Entry Console

AV-78184 Summary | Details

Avatar NX - Disabled Fields

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

Financial Eligibility
Allergies and Hypersensitivities

Scenario 1: Financial Eligibility - Add/Edit/Delete financial eligibility record

Specific Setup:

Guarantor/Payors:
An existing guarantor is identified. Note the guarantor code/name.
Admission:
A new client is created or an existing client is identified who does not have 'Fast Financial Eligibility', 'Family Financial Eligibility', 'Financial Eligibility', or 'Cross Episode Financial Eligibility' records created (Client A).

Steps

Select "Client A" and open the 'Financial Eligibility' form.
Validate the 'Admission Date', 'Episode Number', 'Program', and 'Social Security Number' fields are populated, disabled, and readable.
Select the 'Guarantor Selection' tab.
Validate the 'Guarantor Information' grid is required.
Validate the 'Guarantor #' field is required.
Select any value from the 'Guarantor #' field.
Validate the 'Guarantor Plan' field is required.
Select any value from the 'Guarantor Plan' field.
Validate the 'Customize Guarantor Plan' field is required.
Select any value from the 'Customize Guarantor Plan' field.
Validate the 'Eligibility Verified' field is required.
Select any value from the 'Eligibility Verified' field.
Validate the 'Coverage Effective Date' field is required.
Set the 'Coverage Effective Date' field to any value.
Validate the 'Client's Relationship To Subscriber' field is required.
Select "Self" from the 'Client's Relationship To Subscriber' field.
Validate the 'Subscriber's Name', the 'Subscriber's Address - Street Line 1', the 'Subscriber Address - Zip', the 'Subscriber Address - City', the 'Subscriber Address - State', the 'Subscriber's Social Security #', and the 'Subscriber Sex' fields are required and populate with "Client A".
Validate the 'Subscriber Assignment Of Benefits' field is required.
Select any value from 'Subscriber Assignment Of Benefits' field.
Validate the 'Subscriber Release of Info' field is required.
Select any value from the 'Subscriber Release of Info' field.
Validate the 'Subscriber's Covered Days' field is required.
Validate the 'Maximum Covered Dollars' field is required.
Select the 'Financial Eligibility' tab.
Select the Guarantor previously defined in the 'Guarantor #1' field.
Click [Submit].
Select "Client A" and open the 'Financial Eligibility' form.
Edit the financial eligibility record that was entered.
Validate the data entered is retrieved and displayed.
Click [Add New Item].
Validate that a new blank row is added.
Click [Delete Selected Item].
Validate the "Are you Sure?" dialogue.
Click [Yes].
Validate that the blank row is deleted successfully.
Exit the form.

Topics

• Allergies and Hypersensitivities • NX

AV-79023 Summary | Details

Order Entry Console (Home Medications section) - Compliance

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

Home Medications

Scenario 1: OE NX - Home Medications - Reported - New Order, Make Rx, Discontinue and Compliance for Reported and Prescription

Specific Setup:

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

Select "Client A" and access the Order Entry Console.
Access the 'Home Medications' tab.
Check the 'Reported' checkbox.
Search for and select "Lisinopril 40 MG Tablet Oral" in the 'New Order' field and click [Save].
Select the "Lisinopril 40 MG Tablet Oral" order and click [Make RX].
Fill out all required fields and click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed, select "None" in 'Output', and click [Sign].
Validate the 'Reported' checkbox is checked.
Search for and select "Warfarin 2 MG Tablet Oral" in the 'New Order' field and click [Save].
Validate the 'Order grid' contains orders for "Lisinopril 40 MG Oral Tablet" and "Warfarin - 2 MG, TAB, PO".
Select both orders and click [Compliance].
Select "Taking as Prescribed" from the 'Compliance' field.
Set the 'Comments' field to "Client is taking medications when instructed & with a glass of water".
Click [Save].
Validate the 'Order grid' contains the following orders:
"Warfarin - 2 MG, TAB, PO" with the current date and "Taking as Prescribed" in the 'Last Compliance' column.
"Lisinopril 40 MG ORAL Tablet" with the current date and "Taking as Prescribed" in the 'Last Compliance' column.
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].
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].
Select the "Warfarin" order and click [Edit].
Set the 'Stop Date' field to the current date and click [Save].
Select the "Lisinopril" order in the 'Order grid' and click [D/C], [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed and click [Sign].

Topics

• NX • Order Entry Console

AV-79230 Summary | Details

Avatar NX - AR Console

Scenario 1: Avatar NX - AR Console widget

Specific Setup:

The following registry setting has a value of Y: Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality.
User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console Configuration. Note the values.
User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console User Defaults Setup. Note the value for the signed in tester and at least one other user.
The 'Accounts Receivable Console' widget is on the tester's homeview.
The 'AR Console Configuration' form has been submitted.
The 'AR Console User Defaults Setup' form has been submitted.
Unpaid claimed services exist.
The 'System Task Scheduler', 'AR Auto Batch Update' has been processed.
A client must have an existing episode (Client A).

Steps

Access the Avatar NX - AR Console widget.
Validate that the 'User Defaults' defaults to the signed in user.
Validate that the values selected in the 'AR Console User Defaults Setup' form are defaulted in the widget.
Click [Search].
Note the 'TOTAL BALANCE / TOTAL CLAIMS' amounts.
Click [Reset Default]. Note: It will be necessary to click [Reset Default] after each search.
Enter the desired date in the 'Next Follow-Up Date From' field.
Click [Search].
Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results.
Clear the 'Next Follow-Up Date From' field.
Click [Search].
Note the 'TOTAL BALANCE / TOTAL CLAIMS' amounts is back to what it was.
Click [Reset Default].
Validate no claims are displayed.
Click the 'Advanced Filters' link.
Select desired search options to narrow the search results.
Click [Apply].
Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results.
Click [Clear Advanced Filters].
Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are the same as the original results.
Click [Reset Default].
Select 'No' in 'Claim Follow-Up Records Exist'.
Click [Search].
Select "Client A" in the 'Claims with Outstanding Receivables' grid. Note the client and claim numbers.
Validate that services display in the 'Claim Service Information' grid.
Right click on a service in the 'Claim Service Information' grid and select the 'Add/Edit Authorizations' option.
Validate that the authorization form selected in the 'AR Console Configuration' form opens.
If desired, add an authorization record.
Close the authorization form.
Validate that you are returned to the AR Console widget.
Right click on a service in the 'Claim Service Information' grid and select the 'Service History'.
Validate that the 'Service History' grid opens, and that the data displays correctly.
Click [Close/Cancel].
Validate that [Add Claim Follow-Up/Note] and [Post Transaction] buttons are available.
Click [Add Claim Follow-Up/Note]
Validate that the 'Claim Follow-Up Entry' section opens.
Validate that the 'Client' is the client selected in the 'Claims with Outstanding Receivables' grid.
Validate that the 'Claim Follow-Up' contains a claim for the client selected in the 'Claims with Outstanding Receivables' grid.
Validate that the 'Follow-Up Notes' section contains a note with:
'Follow-Up Date' equal to the current date.
'Comments' equal to 'AR Console Follow-Up Created'.
'Entry Date' equal to current date.
'Entered By' equal to logged in tester.
Click [New Row].
Copy/paste any value into the 'Comments' field and validate it displays in the grid.
Select the entry in the 'Follow Up Notes' field and press the "Delete" key.
Validate and 'Confirm Delete' dialog stating: "Are you sure you want to delete these rows?"
Click [Yes] and validate the row is deleted.
Click [New Row].
Add desired values and click [File Updates].
Click [OK].
Double click the row added and click [Copy Note].
Select the claim to copy the note row to.
Click [Save].
Click [File Updates].
Click [OK].
Change the 'Claim Follow-Up' to the claim the note row was copied to.
Validate that the 'Follow-Up Notes' section contains the copied row.
If desired, add values to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons'.
Click [File Updates].
Click [OK].
Click 'AR List'.
Validate that the 'AR List' section opens.
Click 'Claim Follow-Up Entry'.
Validate that the 'Claim Follow-Up Entry' section opens.
Validate that the 'Client' is the same client.
Validate that the 'Claim Follow-Up' is the same claim that was last accessed.
Validate that the desired values added to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons' exist.
Validate that the 'Follow-Up Notes' section contains the two note rows.
Click the 'Undock' widget icon,
Validate a new session of the Accounts Receivable Console widget opens and the 'User Defaults' is the signed in user.
Click [Search].
Select a claim in the 'Claims with Outstanding Receivables' grid.
Click [Post Transaction].
Note the 'Claim #', 'Service Date / Service Code'.
Enter a 'Posting Date'.
Enter a 'Date of Receipt'.
Note the 'Current Balance'.
Select a 'Transaction Type'.
Enter a partial amount of the 'Current Balance' in 'Amount'.
Select a 'Posting Code'.
If applicable, enter values in 'Transfer To' and 'Check Number'.
Note the value of 'New Balance'.
Click [New Row].
Validate that the 'Current Balance' is equal to the 'New Balance'.
Select a 'Transaction Type'.
Enter an 'Amount'
Select a 'Posting Code'.
If applicable, enter values in 'Transfer To' and 'Check Number'.
Note the value of 'New Balance'.
Click [File].
Click [OK].
Click [Close].
Click [X] to close the new session of the Accounts Receivable Console widget.
Validate that you are returned to the original session of the Accounts Receivable Console widget.

Topics

• Accounts Receivable Management • NX

AV-79729 Summary | Details

Avatar NX - Views

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

Review To Do Item (PM)

Scenario 1: Avatar NX - Views configured with associated views and workflow items

Specific Setup:

A client must be admitted to an existing episode and have a 'Review To Do Item' routed to the logged in user. (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 and the 'My To-Do's' widget (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

Select "Client A" and select "View A".
Validate the view opens and displays as expected.
Select "View B".
Validate the view opens and displays as expected.
Open the 'My To-Do's' widget.
Click [Review To Do Item].
Validate the form displays as expected.
Click [Discard].
Validate user is taken back to the 'My To-Do's'.
Switch between "View A" and "View B" a dozen times and then select the 'View Menu'.
Validate the 'View Menu' opens and displays as expected.
Close the 'View Menu'.
Select "View C".
Validate the view opens and displays as expected.
Select "Item A" and validate the workflow item opens and displays as expected.
Select "Item B" and validate the workflow item opens and displays as expected.
Continue selecting the desired views and workflow items and validate they open and display as expected.
Access the 'Progress Notes' (Group and Individual)' form.
Select "View A".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Select the form tab.
Validate the 'Progress Notes (Group and Individual)' form displays as expected.
Select "View C".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Select the form tab.
Validate the 'Progress Notes (Group and Individual)' form displays as expected.
Select "View D".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Select "myDay".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Select the form tab.
Validate the 'Progress Notes (Group and Individual)' form displays as expected.
Close the form.

Topics

• NX • To-Do's • Widgets

AV-79790 Summary | Details

About - Copyright Information

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

NX - Application About

Scenario 1: Avatar NX - Validate the 'About' dialog

Steps

Navigate to the 'User Menu'.
Click [About].
Validate the 'About' dialog is displayed.
Validate the 'CPT Copyright' field is displayed and contains the following: "CPT copyright 2021 American Medical Association. All rights reserved. Fee scheduled, relative value units, conversion factors and/or related components are not assigned by the AMA, are not part of the CPT, and the AMA is not recommending their use. The AMA does not directly or indirectly practice medicine or dispense medical services. The AMA assumes no liability for data contained or not contained herein. CPT is a registered trademark of the American Medical Association. U.S. Government End Users. CPT is commercial technical data, which was developed exclusively at private expense by the American Medical Association (AMA), 330 North Wabash Avenue, Chicago, Illinois 60611. Use of CPT in connection with this product shall not be construed to grant the Federal Government a direct license to use CPT based on FAR52.227-14 (Data Rights - General) and DFARS 252.227-7015 (Technical Data - Commercial Items). The responsibility for the content of any "National Correct Coding Policy" included in this product is with the Centers for Medicare and Medicaid Services and no endorsement by the AMA or should be implied. The AMA disclaims responsibility for any consequences or liability attributable to or related to any use, nonuse or interpretation of information contained in this product."
Click [OK].
Validate the 'About' dialog is no longer displayed.

Topics

• NX

AV-80375 Summary | Details

OE NX - Discharge Disposition

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

Order Entry Console

Scenario 1: OE NX - Discharge Med Reconciliation - Discharge Disposition with a default Discharge Disposition that is required.

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Default for 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "DF"
The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Require 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "Y".
Please log out of the application and log back in after completing the above configuration.
A client must have an active inpatient episode. (Client A).
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Discharge Disposition' field is required and contains "Discharge to Facility".
Click the 'Discharge Disposition' field, select the empty value and validate 'Discharge Disposition' does not change position.
Search for "advil" in the 'New Order' field.
Validate a message is displayed stating: "A Discharge Disposition is required. Please Select a disposition to continue" and click [OK].
Validate that the 'Discharge Disposition' field is expanded.
Select "Discharge to Facility" in the 'Discharge Disposition' field and validate 'Discharge Disposition' does not change position.
Click [Search] next to the 'New Order' field and select "Advil Liqui-Gels 200 MG Capsule, Liquid Filled Oral".
Fill out all required fields.
Click [Add to Scratchpad] and [Review and Sign].
Toggle to the 'Admission Reconciliation' tab and then back to the 'Discharge Reconciliation' tab.
Validate a message is displayed at the top of the screen stating: "Previously saved Medication Reconciliation is displayed. Saved by [User who completed the reconciliation] on...at..." and that the message does not overlap with the 'Discharge Disposition' field.

Topics

• NX • Order Entry Console

AV-80587 Summary | Details

Avatar NX - Treatment Plan

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

Treatment Plan

Scenario 1: Treatment Plan - dragging and dropping library items

Specific Setup:

A client must be enrolled in an existing episode (Client A).
User must have Treatment Plan library that contains problems, goals, objectives, and interventions.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Select the desired episode if present.
Enter the desired date in the 'Plan Date' field.
Select the desired value for the 'Plan Type' field.
Populate any required and desired fields.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Select a problem from the library and drag it to the 'Treatment Plan' field.
Populate all required fields.
Select a goal from the library and drag it to the 'Treatment Plan' field.
Populate all required fields.
Select an objective from the library and drag it to the 'Treatment Plan' field.
Populate all required fields.
Select an intervention from the library and drag it to the 'Treatment Plan' field.
Populate all required fields.
Click [Return to Plan].
Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
Click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Select the entry from the previous steps and click [Edit].
Validate the data filed in the previous steps is present.
Click [Launch Plan].
Select an intervention from the library and drag it to the 'Treatment Plan' field.
Populate all required fields.
Select the initial intervention and click [Delete Selected Item].
Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK].
Validate the 'Treatment Plan' field contains the newly added intervention.
Click [Return to Plan].
Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
Click [Submit].

Scenario 2: Treatment Plan Copy - dragging and dropping library items

Specific Setup:

A client must be enrolled in an existing episode (Client A).
User must have Treatment Plan library that contains problems, goals, objectives, and interventions.
A copy must exist of the 'Treatment Plan' form (Treatment Plan Copy).

Steps

Select "Client A" and access the 'Treatment Plan Copy' form.
Select the desired episode if present.
Enter the desired date in the 'Plan Date' field.
Select the desired value for the 'Plan Type' field.
Populate any required and desired fields.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Select a problem from the library and drag it to the 'Treatment Plan' field.
Populate all required fields.
Select a goal from the library and drag it to the 'Treatment Plan' field.
Populate all required fields.
Select an objective from the library and drag it to the 'Treatment Plan' field.
Populate all required fields.
Select an intervention from the library and drag it to the 'Treatment Plan' field.
Populate all required fields.
Click [Return to Plan].
Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
Click [Submit].
Select "Client A" and access the 'Treatment Plan Copy' form.
Select the entry from the previous steps and click [Edit].
Validate the data filed in the previous steps is present.
Click [Launch Plan].
Select an intervention from the library and drag it to the 'Treatment Plan' field.
Populate all required fields.
Select the initial intervention and click [Delete Selected Item].
Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK].
Validate the 'Treatment Plan' field contains the newly added intervention.
Click [Return to Plan].
Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK].
Click [Submit].

Topics

• NX • Treatment Plan

AV-80683 Summary | Details

Avatar NX - Quick Actions

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

Quick Actions Page

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', 'Blood Pressure', and 'Alerts' Quick Actions must be assigned to the user's 'Client Dashboard' in the 'NX View Definition' form.

Steps

Select "Client A" and launch the 'Client Dashboard'.
Validate there is no grey box behind the client's name.
Navigate to the 'Quick Actions' widget.
Click [Update Client Data - Add].
Validate only one dialog is displayed and it is not resizable.
Click outside of the 'Update Client Data' dialog.
Validate the dialog is fixed and centered in the screen.
Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key.
Validate the space is automatically removed after the comma.
Click the 'State' field and validate the states are listed alphabetically.
Populate the required and desired fields.
Click [Save].
Click [Emergency Contact - Add].
Validate only one dialog is displayed and it is not resizable.
Click outside of the 'Emergency Contact' dialog.
Validate the dialog is fixed and centered in the screen.
Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key.
Validate the space is automatically removed after the comma.
Fill out any required any desired fields.
Click [Save].
Click [Smoking Assessment - Add].
Validate only one dialog is displayed and it is not resizable.
Click outside of the 'Smoking Assessment' dialog.
Validate the dialog is fixed and centered in the screen.
Populate the required fields.
Click [Save].
Click [Problems List - Add].
Validate only one dialog is displayed and it is not resizable.
Click outside of the 'Problems List' dialog.
Validate the dialog is fixed and centered in the screen.
Enter "Anxiety" in the 'Problem' field.
Enter any value in the 'Status' field.
Click [Save].
Click [Blood Pressure - Add].
Validate only one dialog is displayed and it is not resizable.
Click outside of the 'Blood Pressure' dialog.
Validate the dialog is fixed and centered in the screen.
Validate "Diastolic" is spelled correctly.
Enter the desired values in the 'Blood Pressure' fields.
Click [Save].
Click [Alerts - Add].
Validate only one dialog is displayed and it is not resizable.
Click outside of the 'Alerts' dialog.
Validate the dialog is fixed and centered in the screen.
Select "Warning (Custom)" in the 'Type of Alert' field.
Select "All Episodes" in the 'Episode(s)' field.
Enter any value with a special character in the 'Custom Message' field.
Validate an error message and click [OK].
Enter any value in the 'Custom Message' field.
Select "No" in the 'Disabled' field.
Select "Active for Date Range" in the 'Active or Active for Date Range' field.
Validate the 'Start Date' and 'End Date' field populate with the current date.
Click [End Date Y].
Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK].
Validate the 'End Date' field contains the current date.
Enter any future value in the 'End Date' field.
Select any form in the 'Applicable Forms' field (Form A).
Validate the 'Applicable Forms' are listed alphabetically.
Click [Save].
Close the 'Client Dashboard'.
Access 'Form A'.
Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps.
Click [OK].
Close the form.

Scenario 2: Validate accessing various 'Quick Actions' from a view

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's view in the 'NX View Definition' form (View A).

Steps

Select "Client A" and navigate to "View A" and the 'Quick Actions' widget.
Click [Update Client Data - Add].
Validate only one dialog is displayed and it is not resizable.
Click outside of the 'Update Client Data' dialog.
Validate the dialog is fixed and centered in the screen.
Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key.
Validate the space is automatically removed after the comma.
Click the 'State' field and validate the states are listed alphabetically.
Populate the required and desired fields.
Click [Save].
Click [Emergency Contact - Add].
Validate only one dialog is displayed and it is not resizable.
Click outside of the 'Emergency Contact' dialog.
Validate the dialog is fixed and centered in the screen.
Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key.
Validate the space is automatically removed after the comma.
Fill out any required any desired fields.
Click [Save].
Click [Smoking Assessment - Add].
Validate only one dialog is displayed and it is not resizable.
Click outside of the 'Smoking Assessment' dialog.
Validate the dialog is fixed and centered in the screen.
Populate the required fields.
Click [Save].
Click [Problems List - Add].
Validate only one dialog is displayed and it is not resizable.
Click outside of the 'Problems List' dialog.
Validate the dialog is fixed and centered in the screen.
Enter "Anxiety" in the 'Problem' field.
Enter any value in the 'Status' field.
Click [Save].
Click [Alerts - Add].
Validate only one dialog is displayed and it is not resizable.
Click outside of the 'Alerts' dialog.
Validate the dialog is fixed and centered in the screen.
Select "Warning (Custom)" in the 'Type of Alert' field.
Select "All Episodes" in the 'Episode(s)' field.
Enter any value with a special character in the 'Custom Message' field.
Validate an error message and click [OK].
Enter any value in the 'Custom Message' field.
Select "No" in the 'Disabled' field.
Select "Active for Date Range" in the 'Active or Active for Date Range' field.
Validate the 'Start Date' and 'End Date' field populate with the current date.
Click [End Date Y].
Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK].
Validate the 'End Date' field contains the current date.
Enter any future value in the 'End Date' field.
Select any form in the 'Applicable Forms' field (Form A).
Validate the 'Applicable Forms' are listed alphabetically.
Click [Save].
Close the 'Client Dashboard'.
Access 'Form A'.
Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps.
Click [OK].
Close the form.

Topics

• NX • Quick Actions

AV-80840 Summary | Details

OE NX - Order Entry Console - Renew Order

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

Orders This Episode

Scenario 1: OE NX - Orders This Episode - Renew

Specific Setup:

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

Steps

Select "Client A" and access the Order Entry Console.
Create a pharmacy-type order. (Order A)
Select "Order A" from the 'Order grid' field and click [Renew].
Set the 'New Stop Date' field to be prior to the 'Effective Renew Date' field.
Validate a message is displayed stating "The new stop date/time cannot be before the effective renew date/time" and click [OK].
Set the 'New Stop Date' field equal to "Today" and the 'New Stop Time' field prior to the 'Effective Renew Time' field.
Validate a message is displayed stating "The new stop date/time cannot be before the effective renew date/time" and click [OK].

Topics

• NX • Order Entry Console

AV-80888 Summary | Details

Scheduling Calendar - Time Zones

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

Scheduling Calendar
Site Registration

Scenario 1: Scheduling Calendar - Add/Edit Appointment

Specific Setup:

A client must be enrolled in more than one episode (Client A).
Must have an existing site defined without a time zone defined (Site A).
Must have an existing site defined with a time zone defined in the 'Site Registration' form (Site B).
Must have 3 users with associated practitioners that have hours for "Site A" and "Site B":
One with no time zone configured (User A).
One with same time zone configured as user's local time zone (User B).
One with a different time zone configured as user's local time zone (User C).
Please note: This is for Avatar NX systems only.

Steps

Login as "User A".
Access the 'Scheduling Calendar' form.
Select "Site A" in the 'Site' field.
Validate no time zone displays on the calendar.
Select "Site B" in the 'Site' field.
Validate the time zone associated with the site displays.
Right click in the 'Appointment Grid' and click [Add Appointment].
Enter the desired service code in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select "Episode 1" in the 'Episode Number' field.
Click [Submit].
Right click on the appointment created in the previous steps.
Click [Details/Edit].
Select "Episode 2" in the 'Episode Number' field.
Click [Submit].
Validate successful submission.
Click [Dismiss].
Log out.
Login as "User B".
Access the 'Scheduling Calendar' form.
Select "Site A" in the 'Site' field.
Verify no time zone displays on the calendar.
Select "Site B" in the 'Site' field.
Validate the time zone associated with the site displays.
Right click in the 'Appointment Grid' and click [Add Appointment].
Enter the desired service code in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select "Episode 1" in the 'Episode Number' field.
Click [Submit].
Right click on the appointment created in the previous steps.
Click [Details/Edit].
Select "Episode 2" in the 'Episode Number' field.
Click [Submit].
Validate successful submission.
Click [Dismiss].
Log out.
Login as "User C".
Access the 'Scheduling Calendar' form.
Select "Site A" in the 'Site' field.
Verify there are two time zones displayed on the calendar: The user defined time zone on the left and the local time zone on the right.
Navigate to the day "11/14/2022".
Validate the time zone changes to Standard time.
Navigate to a day prior to "11/7/2022".
Validate the time zone changes back to daylight savings time.
Select "Site B" in the 'Site' field.
Validate the time zone associated with the site displays.
Right click in the 'Appointment Grid' and click [Add Appointment].
Enter the desired service code in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select "Episode 1" in the 'Episode Number' field.
Click [Submit].
Right click on the appointment created in the previous steps.
Click [Details/Edit].
Select "Episode 2" in the 'Episode Number' field.
Click [Submit].
Validate successful submission.
Click [Dismiss].

Scenario 2: Site Registration - Edit an existing site

Specific Setup:

A site must be defined (Site A).
User must not have a time zone defined in 'User Definition' (User A).
A client must be enrolled in an existing episode (Client A).
Log in as "User A".
Please note: This is for Avatar NX systems only.

Steps

Access the 'Site Registration' form.
Enter "Site A" in the 'Select Site' field.
Validate the form opens populated with the data for "Site A".
Select the desired value in the 'Time Zone' field.
Click [Submit].
Access the 'Scheduling Calendar'.
Select "Site A" in the 'Site' field.
Validate the time zone chosen in the previous steps displays in the left-hand corner of the calendar.
Right click in the 'Appointment Grid' and click [Add Appointment].
Enter the desired service code in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select "Episode 1" in the 'Episode Number' field.
Click [Submit].
Validate the appointment displays.
Click [Dismiss].

Topics

• NX • Scheduling Calendar • Site Registration

AV-80970 Summary | Details

Avatar NX - eMAR

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

Avatar eMAR
Orders This Episode

Scenario 1: Bed Management - Validating client's bed assignment after switching bed.

Specific Setup:

Registry Settings:
The 'Enable Console Widgets/Views' registry setting is set to "Y" to add the 'Site' tab to the 'Client & Staff' widget. Please note: To see the changes effected by this setting, user must log out of Avatar and re-launch a new Avatar session, and login.
Admission:
An existing inpatient client is identified or a new client is added in the inpatient program. Note the Unit, room and the bed assigned to the client.

Steps

Open the "Bed Management" form.
Select a unit from the "Unit" drop down list.
Select a room from the "Room" drop down list.
Click [Bed Management].
Click any data row and click [Switch].
Click another data row to switch beds.
Click [Switch] at the bottom right of the form.
Confirm the switch filed successfully.
Click [Close].
Click [Print Current Bed Status Report].
Verify the client is removed from the previous bed and be put in the new bed.
Click [X].
Click [Close Form].
Locate the 'My Clients' ('Clients & Staff') widget.
Click on the "Site" tab of the 'My Clients' ('Clients & Staff') widget.
Select the "Unit" radio button.
Enter the name of "Unit" defined on the system that has client assigned to it.
Verify correct clients are displayed in the widget under selected unit.
Open the 'Current Unit Census' form.
Select "Individual" in the 'For Individual Unit Or All' field to generate the report for desired unit the client is admitted to in the facility.
Click [Process].
Verify the report displays admissions, discharges, and transfers for the unit on the date the report is run.
Activity report - Activity in the unit over the past 24 hours.
Current Unit Census report - Current unit client population.
Census Summary Totals report - Current summaries for a unit.
Click [Dismiss].
Click [Yes] on 'Form Return' message.
Select "All" in the 'For Individual Unit Or All' field to generate the report for desired unit the client is admitted to in the facility.
Click [Process].
Verify the report displays admissions, discharges, and transfers for the unit on the date the report is run.
Activity report - Activity in the unit over the past 24 hours.
Current Unit Census report - Verify the client will be removed from the previous unit/room/ bed and be put in the new unit/room/bed.
Census Summary Totals report - Current summaries for a unit.
Click [Dismiss].
Click [No] on 'Form Return' message.

Scenario 2: eMAR - Complete multiple administrations with 'Enable Incremental Scanning' set to no value and 'Enable multiple administration selection' set to "Y"

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "0".
The 'Avatar eMAR->General->Settings->->->Enable multiple administration selection' registry setting must be set to "Y".
Please log out of the application and log back in after completing the above configuration.
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Create a pharmacy-type order. (Order A)
Select "As Needed" from the 'Frequency' field.
Populate remaining, required fields.
Click [Add to Scratchpad].
Create another pharmacy-type order. (Order B)
Select "AS NEEDED" from the 'Frequency' field.
Populate remaining, required fields
Click [Add to Scratchpad] and click [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and click [Sign].
Validate the 'Order grid' contains "Order A" and "Order B".
Access the 'eMAR' widget.
Validate the 'Enable multiple administration selection' checkbox is enabled and checked.
Click the 'Click here to provide override reason' field.
Validate the 'Wristband Scan Override' dialog exists.
Select "Other Reason" from the 'Please provide a reason for not scanning the patient wristband' field.
Set the 'Other Reason' field to any value.
Click [OK].
Validate an order for "Order A" is displayed with no hours of administration under the current date.
Validate an order for "Order B" is displayed with no hours of administration under the current date.
Complete 'Order Acknowledgement' and 'Client Education' for both orders.
Select a cell under the current date for "Order A" and for "Order B" and click [Administer].
Validate the 'Administration Event' dialog is displayed.
Set the 'Med ID' field for "Order A" to "Test".
Select a successful administration event in the 1st 'Administration Event' field.
Click [Warning - View], provide an override code and click [OK].
Set the 'Med ID' field for "Order B" to the NDC for that order code.
Select a successful administration event in the 2nd 'Administration Event' field.
Check the 'Accept administration information entered' checkbox and click [OK].
Validate the first cells under the current date for "Order A" and "Order B" contain the amount administered and the time administered.
Create a report on the 'CWSeMAR.eMAR_administration_data' SQL table and include the following fields:
EPISODE_NUMBER
FACILITY
PATID
order_number
admin_check_override_code
admin_check_override_value
Validate the 'admin_check_override_code' and 'admin_check_override_value' fields only contain data for "Order A".

Topics

• Avatar eMAR • Current Unit Census • eMAR • NX • Order Entry Console

AV-81151 Summary | Details

Avatar NX - 'My To Do's' widget

Scenario 1: 'My To Do's' widget - Approving Documents

Specific Setup:

A user is a staff member and has the 'My To Do's' widget on their myDay view (User A).
Document routing is enabled for the 'Progress Notes (Group and Individual)' form.
A client must be enrolled in an existing episode (Client A).
Log in as "User A".

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for the current user/staff member as the Author.
Click [Accept and Route].
Validate the 'Route Document To' dialog is displayed.
Select the "User A" as the 'Approver'.
Click [Submit].
Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
Click [OK].
Navigate to the 'My To Do's' widget.
Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A".
Click [Review All].
Validate the 'Documents to Review' opens with all the documents in the left-hand side.
Select the row for "Client A" and click the [Review].
Validate the document is displayed with the expected data and click [Accept].
Click [Cancel].
Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" and click [OK].
Click [Review] and validate the document is displayed with the expected data.
Click [Accept] and [Sign].
Enter the password for "User A" in the 'Verify Password' dialog and click [Verify].
Validate the To-Do is no longer displayed.
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate the document for "Client A" displays in the document list.
Click to view the document.
Validate that the document displays the expected data.
Close the form.

Topics

• Document Routing • NX • To-Do's

AV-81265 Summary | Details

Order Entry Console (Orders This Episode and Admission Reconciliation sections) - non-product based ordering

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

Orders This Episode
Order Entry Console

Scenario 1: OE NX - Orders This Episode - Non-Product-Based-Ordering - non-external pharmacy mode and external pharmacy mode

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->General->->->Enable Non-Product-Based Ordering in Order Entry Console (Orders This Episode)' registry setting must be set to "Y".
Please log out of the application and log back in after completing the above configuration.
Two clients must exist. One with an active episode (Client A) and one 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

Select "Client A" and access the Order Entry Console.
Search for "WARFARIN" and select "WARFARIN SODIUM" in the 'New Order' field.
Validate the 'Non Product Based Order' dialog is launched and contains the following Order Options for "WARFARIN SODIUM":
1 MG, ORAL, TABLET
2 MG, ORAL, TABLET
2.5 MG, ORAL, TABLET
3 MG, ORAL, TABLET
4 MG, ORAL, TABLET
5 MG, ORAL, TABLET
6 MG, ORAL, TABLET
7.5 MG, ORAL, TABLET
10 MG, ORAL, TABLET
2 MG, Tablet, AS NEEDED
Other
Select "1 MG, ORAL, TABLET" and click [Select].
Validate the 'New Order' field contains "COUMADIN (WARFARIN SODIUM)".
Validate the 'Dose' field is equal to "1".
Validate the 'Dose Unit' field is equal to "MG".
Select "EVERY DAY" in the 'Freq' field.
Set the 'Duration' field to "28" and click [Days].
Click [Add to Scratchpad] and [Sign].
An 'Interactions' dialog may be displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains an order for "COUMADIN (WARFARIN SODIUM) ORAL TABLET1 MG, EVERY DAY"
Select "Client B" and access the Order Entry Console.
Search for "Warfarin" and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet"
Select "EVERY DAY" in the 'Freq' field.
Set the 'Duration' field to "28" and click [Days].
Validate the 'Days Supply' field contains "28".
Validate the 'Dispense Qty' field contains "28".
Select "Tablet" in the 'Dispense Qty Unit' field.
Validate the 'Directions' field contains "Take one (1) tablet by mouth daily".
Click [Add to Scratchpad] and [Final Review].
Validate an 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in the 'Output' field and click [Sign].
Validate the 'Order grid' contains an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET1 Tablet, EVERY DAY".

Scenario 2: OE NX - Admission Med Reconciliation - Non-Product-Based-Ordering - external pharmacy mode and non-external pharmacy mode

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->General->->->Enable Non-Product-Based Ordering in Order Entry Console (Orders This Episode)' registry setting must be set to "Y".
Please log out of the application and log back in after completing the above configuration.
Two clients must exist. One with an active episode (Client A) and one 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

Search for and select "Client A" and access the Order Entry Console.
Select the 'Admission Reconciliation' tab.
Set the 'New Order' field to "ADDERALL" and select "ADDERALL XR (AMPHETAMINE SALT COMBINATION)".
Validate the 'Non-Product Based Order' dialog is displayed and contains a number of values.
Select "10 MG, ORAL TABLET" and click [Select].
Validate the 'New Order' field contains "ADDERALL (AMPHETAMINE SALT COMBINATION)(Schedule II)".
Validate the 'Dose' field contains "10".
Validate the 'Dose Unit' field contains "MG".
Select any value in the 'Freq' field.
Set the 'Duration' field to "28" and click [Days].
Click [Add to Scratchpad] and [Hold in Pending Status].
Select the 'Orders This Episode' tab.
Search for and select "Client B".
Select the 'Admission Reconciliation' tab.
Set the 'New Order' field to "ADDERALL" and select "ADDERALL XR 10 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)".
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Capsule".
Select "Daily" in the 'Freq' field.
Set the 'Duration' field to "28" and click [Days]/
Validate the 'Days Supply' field contains "28".
Validate the 'Dispense Qty' field contains "28".
Select "Capsule" in the 'Dispense Qty Unit' field.
Set the 'Start Date' field to the current date.
Set the 'Start Time' field to the current time.
Validate the 'Earliest Fill Date' field contains the current date.
Validate the 'Directions' field contains "Take one (1) capsule by mouth as needed".
Click [Add to Scratchpad] and [Hold in Pending Status].

Topics

• NX • Order Entry Console

AV-81357 Summary | Details

Avatar NX - Console Widget Viewer

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

HomeView - Console Widget Viewer
HomeView - Primary All Documents Widget
Console Widget Viewer

Scenario 1: Validate Document Capture - Import Non-Episodic

Specific Setup:

'Perceptive' document storage method is enabled and configured in the system.
A client must be enrolled in an existing episode (Client A).
A document must exist for import.
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

Select "Client A" and launch the 'Client Dashboard'.
Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
Click [Import].
Select "Non-episodic" in the "Episode" field.
Validate the 'Document Capture' opens in a new window.
Select any value in the 'Document Type' field.
Enter any value in the 'Document Description' field.
Click [Capture] and [Browse].
Locate the file to be imported and click [Open] and [Done].
Validate the image displays.
Click [Save].
Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
Navigate to the 'All Documents' view.
Validate the newly imported non-episodic document is present and select it.
Validate the 'Console Widget Viewer' displays the document.
Validate no thumbnail image is present.
Click [Show/Hide Thumbnails].
Validate the thumbnail image displays.
Click [Close All].
Validate the 'Console Widget Viewer' no longer displays the document.

Scenario 2: 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

Select "Client A".
Select "All Episodes" from the 'Episodes' field on the myDay view.
On the myDay view, navigate to "Widget A".
Locate the row filed for "Form A".
Click the [View] button for the row.
Validate a tab is opened for "Form A" in the 'Console Widget Viewer'.
Validate the data displayed is as expected.
Validate the document image properties do not contain a thumbnail image.
Click [Show/Hide Thumbnails].
Validate the thumbnail image displays.
Click [Show/Hide Thumbnails].
Validate the thumbnail image is no longer displayed.
Click [Annotations].
Click [Create Annotation].
Select an area to annotate and select an annotation type (For example "Highlight").
Click [Add].
Validate the selected are is annotated on the document.
Click the [Save] Icon in the top left of the document image.
Validate the selected area is saved annotated on the document as expected.
Click the 'Zoom Slider' arrow icon on the bottom left of the document image.
Drag the slider to the left to reduce the document text size.
Validate the document text size is reduced.
Drag the slider to the right to reduce increase the document text size.
Validate the document text size is increased.
Click [Close All].
Validate the tab for "Form A" is removed in the 'Console Widget Viewer'.
Undock the 'Console Widget Viewer'.
Validate the 'Console Widget Viewer' opens in a new window.
Navigate to "Widget A".
Select the record in step 4.
Validate a tab is opened for "Form A" in the undocked 'Console Widget Viewer'.
Resize the 'Console Widget Viewer' to be smaller.
Validate the document preview does not shrink after resizing.
Click [Close All].
Validate the tab for "Form A" is removed in the undocked 'Console Widget Viewer'.
Close the undocked 'Console Widget Viewer'.

Topics

• All Documents Widget • Console Widget • NX • Perceptive

AV-81379 Summary | Details

Avatar NX - Client Header

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

Allergies and Hypersensitivities

Scenario 1: Allergies and Hypersensitivities - Client Header

Specific Setup:

The 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' registry setting must be set to "N".
Please log out of the application and log back in after completing the above configuration.
A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A)

Steps

Select "Client A" and access the 'Allergies and Hypersensitivities' form.
Validate the 'Client Header' displays "Allergies (0)".
Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
Click [Update] and [New Row].
Create a food allergy for "SHELLFISH (MDX-2891)" and click [Save].
Validate the 'Known Food Allergies' field is set to "Yes".
Select "No" in the 'Known Medication Allergies' field.
Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field and click [Submit].
Select "Client A" and access the 'Allergies and Hypersensitivities' form.
Validate the 'Client Header' displays:
Allergies (1) with a red icon
1) SHELLFISH - Confirmed
Allergies Reviewed=Yes (current date)
No Known Medication Allergies
Click [Update] and [New Row].
Set the 2nd 'Allergen/Reactant' field to "Amoxicillin" and press Tab.
Create a drug allergy "AMOXICILLIN (MDX-376) (RxNorm=723)".
Set the 'Status' field for the Shellfish allergy to "Inactive" and click [Save].
Validate the 'Known Medication Allergies' field is set to "Yes".
Select "No" in the 'Known Food Allergies' field.
Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit].
Access the 'Allergies and Hypersensitivities' form for "Client A".
Validate the 'Client Header' displays:
Allergies (1) with a red icon
1) AMOXICILLIN - Confirmed
Allergies Reviewed=Yes (current date)
No Known Food Allergies
Click [Update].
Set the 'Status' field for the Amoxicillin allergy to "Inactive" and click [Save].
Select "No" in the 'Known Medication Allergies' field.
Select "Yes" in the 'Allergies/Hypersensitivities Reviewed' field.
Click [Submit].
Validate the 'Client Header' displays:
Allergies (0)
Allergies Reviewed=Yes (current date)
No Known Medication or Food Allergies

Scenario 2: Allergies and Hypersensitivities - 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' set to "Y"

Specific Setup:

The 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' registry setting must be set to "Y".
Please log out of the application and log back in after completing the above configuration.
The 'Client Header' must be on the user's view (View A).

Steps

Access the 'Admission' form.
Set the 'Last Name' field to "JOHNSON" and press Tab.
Set the 'First Name' field to "OLIVIA" and press Tab.
Select "Female" from the 'Sex' field.
Click [Search] and [New Client].
Validate a message is displayed stating "Auto Assign Next ID Number" and click "Yes".
Fill out all required fields, ensuring to select an Inpatient program in the 'Program' field.
Click the 'Demographics' section.
Fill out all 'Address' fields.
Click the 'Inpatient/Partial/Day Treatment' section.
Fill out all required fields.
Click [Submit].
Access the 'Allergies and Hypersensitivities' form.
Validate that no values are selected in the 'Allergies/Hypersensitivities Reviewed' field.
Validate that no values are selected in the 'Known Medication Allergies' field is not selected.
Validate that no values are selected in the 'Known Food Allergies' field is not selected.
Select "No" in the 'Known Medication Allergies' field.
Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field.
Select "No" in the 'Known Food Allergies' field.
Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field.
Select "Yes" in the 'Known Food Allergies' field.
Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field.
Click [Submit].
Validate a message is displayed stating 'Known Food Allergies' cannot be "Yes" when no food allergies exist." and click [OK].
Click [Update].
Validate 'Allergy/Reactant' grid is displayed.
Click [New Row].
Double click the 'Allergen/Reactant' cell.
Search for and select "Shellfish" in the 'Allergen/Reactant' cell and press Tab.
Double click the 'Date Recognized' cell.
Set the 'Date Recognized' cell to "01/01/2020" and press Tab.
Double click the 'Status' cell.
Select "Confirmed" and click [Select].
Double click the 'Reactions' cell.
Select any values and click [OK].
Double click the 'Reaction Severity' cell.
Select any value and click [Select] and [Save].
Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field.
Validate that "Yes" is selected in the 'Known Food Allergies' field and that the field is disabled.
Click [Submit].
With the client in context, navigate to "View A".
Validate the 'Client Header' displays:
Allergies (1) with a red icon
1) SHELLFISH - Confirmed
Allergies Reviewed=Yes (current date)
No Known Medication Allergies

Topics

• Allergies and Hypersensitivities • NX

AV-81393 Summary | Details

OE NX - Multiple Form Widget - Preferred Forms

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

Console Widget Configuration (PM)
View Definition

Scenario 1: Console Widget Configuration - Setup and sort order for Preferred Forms in the Multiple Form Widget

Specific Setup:

A client must exist that has previously used at least one form available in the 'Forms to Display' section of the 'Console Widget Configuration' form. (Client A)

Steps

Access the 'Console Widget Configuration' form.
Select the 'Multiple Form Widget' section and click [Select Widget].
Select "Add New Widget" in the 'Select Widgets' dialog and click [OK].
Set the 'Widget ID' field to "Test1" and the 'Title' field to "Test Widget 1".
Select an assortment of Forms and click [File].
Close the 'Console Widget Configuration' form.
Access the 'View Definition' form.
Click [Select View], select the current view for the logged in user, and click [OK].
Click [Launch View Designer].
Search for and select "Test Widget 1" from the 'Filter by widget title or category' field.
Click the [Right Arrow] to add "Test Widget 1" to the 'Assigned Widgets' section.
Drag and drop "Test Widget 1" onto the View.
Click [Submit] to verify the changes made to the View.
Click [Submit] and close the form.
Validate "TEST WIDGET 1" has been added to the View.
Select "Client A" and validate any forms that were previously utilized for the client are displayed in a table.
Click [New Record] and validate the Forms selected in 'Console Widget Configuration' are displayed in an alphabetized list.
Select one of the Forms.
Validate the selected Form is launched and close the Form.
Access the 'Console Widget Configuration' form.
Select the 'Multiple Form Widget' section and click [Select Widget].
Select "Test Widget 1 (TEST1)" in the 'Select Widgets' dialog and click [OK].
Validate the 'Widget ID' field contains "TEST1" and the 'Title' field contains "Test Widget 1".
Validate the 'Forms to Display' section contains the previous selection of Forms.
Validate any Forms selected in the 'Forms to Display' section are displayed under 'Preferred Forms'.
Select several of the forms from the 'Forms to Display' section and click [File].
Close the 'Console Widget Configuration' form.
Click [New Record] on "TEST WIDGET 1".
Validate the Forms selected in the 'Preferred Forms' section of 'Console Widget Configuration' are displayed at the top of the list, bolded, and in alphabetical order.
Validate the other Forms that were not selected are listed after the 'Preferred Forms' and in alphabetical order.
Select one of the 'Preferred Forms'.
Validate the selected Form is launched and close the Form.
Access the 'Console Widget Configuration' form.
Select the 'Multiple Form Widget' section and click [Select Widget].
Select "Test Widget 1 (TEST1)" in the 'Select Widgets' dialog and click [OK].
Validate the 'Preferred Forms' section contains the previous selection of Forms.
Deselect all Forms from the 'Preferred Forms' section and click [File].
Close the 'Console Widget Configuration' form.
Click [New Record] on "TEST WIDGET 1".
Validate the Forms that were deselected from the 'Preferred Forms' section in 'Console Widget Configuration' have been unbolded and deprioritized.

Topics

• NX

AV-81431 Summary | Details

Avatar NX - Address Validation

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

Update Client Data

Scenario 1: 'Update Client Data' - Verification of form filing

Specific Setup:

If custom Form Designer changes are present in 'Update Client Data' form, please use 'Form Designer' to revert to 'Netsmart Produced Changes'.
A client is enrolled in an existing episode (Client A).
The 'Enable Address Validation' registry setting must be enabled.

Steps

Select "Client A" and access the 'Update Client Data' form.
Enter an invalid address in the 'Client's Address - Street' field and press the 'Tab' key.
Validate an 'Address Validation' dialog stating: "The address was invalid for the following reason: Address Not Found. Discard changes?"
Click [No].
Enter an invalid address in the 'Client's Address - Street' field and press the 'Tab' key.
Validate an 'Address Validation' dialog stating: "The address was invalid for the following reason: Address Not Found. Discard changes?"
Click [Yes].
Validate a dialog stating: "Cancelled." and click [OK].
Validate the 'Client's Address - Street' field is cleared.
Enter a valid address and populate any desired fields.
Click [Submit].

Topics

• myAvatar/myAvatar NX • NX • RADplus Utilities

AV-81617 Summary | Details

Scheduling Calendar - Appointment Details

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

Dynamic Form - Group Member Selection
Scheduling Calendar

Scenario 1: 'Scheduling Calendar': Add New, Check- In, and Check Out Individual and Group Appointments

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A group must exist with at least two group members (Group A).

Steps

Access the 'Scheduling Calendar' form.
Right click in any available time slot and click [Add Appointment].
Enter the desired value in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired episode in the 'Episode Number' field.
Select the desired value in the 'Program' field.
Click [Submit].
Validate the 'Appointment Grid' contains the appointment created in the previous steps.
Right click on the appointment and click [Check In].
Validate the 'Scheduling Calendar - Check In' window is displayed.
Click [Submit].
Validate the 'Appointment Grid' contains the checked in appointment.
Right click on the appointment and click [Check Out].
Validate the 'Scheduling Calendar - Check Out' window is displayed.
Click [Submit].
Validate the 'Appointment Grid' contains the checked out appointment.
Right click in any available time slot and click [Add Appointment].
Enter any group service code in the 'Service Code' field.
Enter "Group A" in the 'Group #' field.
Select the desired program in the 'Program' field.
Select the 'Group Members' item.
Validate the 'Current Group Appointment Members' field contains all of the group members.
Click [Submit].
Validate the 'Appointment Grid' contains the group appointment created in the previous steps.
Right click on the group appointment and click [Check In].
Select all group members.
Validate the 'Scheduling Calendar - Check In' window is displayed.
Click [Submit]. Note: this will need to be submitted for all group members.
Right click on the group appointment and click [Check Out].
Select all group members.
Validate the 'Scheduling Calendar - Check Out' window is displayed.
Click [Submit]. Note: this will need to be submitted for all group members.
Validate the 'Appointment Grid' contains the checked out group appointment.
Right click in any available time slot and click [Add Appointment].
Validate the 'Scheduling Calendar - Appointment Details' form is displayed in a new browser window.
Navigate back to the 'Scheduling Calendar'.
Click [Dismiss].
Validate both the 'Scheduling Calendar' and 'Scheduling Calendar - Appointment Details' forms are dismissed.

Scenario 2: Validate Undocked Scheduling Calendar

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A staff member must have hours defined for scheduling.

Steps

Click [Launch Scheduling Calendar] in the 'Control Panel'.
Validate the undocked 'Scheduling Calendar' is displayed in a new browser window.
Right click on any available time slot.
Click [Add Appointment].
Validate the 'Scheduling Calendar - Appointment Details' form is displayed in a new browser window.
Enter any value in the 'Service Code' form.
Enter "Client A" in the 'Client' field.
Select any episode in the 'Episode Number' field.
Select any program in the 'Program' field.
Click [Submit].
Validate the 'Appointment Grid' contains the appointment created in the previous steps.
Right click on the appointment and click [Check In].
Click [Submit] to check in the appointment.
Validate the 'Appointment Grid' contains the checked in appointment.
Right click on the appointment and click [Check Out].
Validate the 'Appointment Grid' contains the checked out appointment.
Click [Dismiss].
Click [Launch Scheduling Calendar] in the 'Control Panel'.
Validate the undocked 'Scheduling Calendar' is displayed in a new browser window.
Right click on any available time slot.
Click [Add Appointment].
Validate the 'Scheduling Calendar - Appointment Details' form is displayed in a new browser window.
Navigate back to the undocked 'Scheduling Calendar' window.
Click [Dismiss].
Validate both the 'Scheduling Calendar' and 'Scheduling Calendar - Appointment Details' forms are dismissed.

Topics

• NX • Scheduling Calendar

AV-81679 Summary | Details

Avatar NX - 'Problem List' form

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

Problem List

Scenario 1: Diagnosis - Add new / Add to Problem List

Specific Setup:

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

Steps

Select "Client A" and access the 'Diagnosis' form.
Add a new diagnosis record by selecting a diagnosis that has an associated SNOMED code.
Select "Yes" in the 'Add to Problem List' field.
Submit the form.
Access the 'Problem List' form.
Click [Enter Problems].
Validate the new diagnosis is included.
Click [View - DSM/IDC Code].
Validate a dialog opens with the DSM/IDC code data for the problem.
Drag the right-corner of the dialog to resize it.
Close out of the dialog.
Click [View - System Notes].
Validate the dialog displays the user information for the problem.
Close out of the dialog.
Click [Close/Cancel].
Close the form.

Topics

• Diagnosis • NX

AV-71325 Summary \| Details OE NX - Order Entry Console - Default New One-Time-Only Orders To Duration Of 1 Day Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Order Entry Console Scenario 1: OE NX - Orders This Episode - New pharmacy-type order with One Time Only frequency code - no hours of admin Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A pharmacy-type order code (Order Code A) must not have a value selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' 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’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only). Steps Select "Client A" and access the Order Entry Console. Create an order for "Order Code A". Populate the required fields selecting a "One Time Only" frequency code. Validate the 'Duration' field contains "1" and [Days] is selected. File the order and validate it displays in the 'Order grid'. Scenario 2: OE NX - Order Entry Console (Admission Reconciliation section) - Create an order for a one-time-only 'Frequency Code' (with no hours of admin) with 'Default Dur of 1 for New OTO Orders' = "YX" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "Y". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “No (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A pharmacy-type order code must have "Yes" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' 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’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only). Steps Search for and select "Client A" and access the Order Entry Console" Select the 'Admission Reconciliation' tab. Search for and select "DIGOXIN 0.0625 MG TABLET ORAL" in the 'New Order' field. Fill out all required fields and ensure that "ONE TIME ONLY" is selected in the 'Freq' field. Validate that "1" is displayed in the 'Duration' field and that [Days] is selected. Click [Add to Scratchpad] and [Restart Reconciliation]. Validate a warning message is displayed and click [Yes]. Select the 'Orders This Episode' tab, select the HomeView and clear the client. Scenario 3: OE NX - Orders This Episode - New lab-type order with One Time Only frequency code (no hours of admin) with 'Default Dur of 1 for New OTO Orders' set to "YX" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX". The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. A lab-type order code must not have a value selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' 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’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only). Steps Select "Client A" and access the Order Entry Console. Search for and select a lab-type order code. Select "One Time Only" in the 'Frequency' field Validate the 'Duration' field contains "1" and that [Days] is selected. Fill out all required fields and click [Add to Scratchpad] and [Sign] Validate the 'Order grid' contains the lab order. Scenario 4: OE NX - Order Groups - 'Default Dur of 1 for New OTO Orders' set to "YX" Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX". A client must have an active inpatient episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. An order group must exist that contains an order code for each of the following order types : "Imaging", "x-ray", "not applicable" (order type category), "dietary", and "dietary oral". All orders must have a 'Frequency' of "One Time Only". (Order Group A) Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" in the 'New Order' field. Validate the 'Order Group' dialog is displayed and click [Select All] and [Add to Scratchpad]. Validate that the 'Scratchpad' contains five orders. Select each order and validate that the 'Frequency' field contains "One Time Only", that the 'Duration' field contains "1" and that [Days] is selected. Click [Sign] and validate that the five orders are now displayed in the 'Order grid'.	Topics • NX • Order Entry Console
AV-74099 Summary \| Details OE NX - Order Entry Console - NADEAN required when 'Reason' is not "Pain". Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Orders This Episode Home Medications Scenario 1: OE NX - Admission Med Reconciliation - Schedule III (Xyrem) - New Order Specific Setup: A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Select the 'Admission Reconciliation' tab. Search for and select "XYREM (SODIUM OXYBATE) 500 MG/1 ML SOLUTION ORAL (Schedule III)" in the 'New Order' field. Populate the required fields. Validate the 'Reason' field is required and select any value. Validate the 'Reason Text' field is only required based upon the value selected in the 'Reason' field. Click [Add to Scratchpad] and [Reconcile & Review]. Validate the 'Final Review' dialog is displayed and click [Sign]. Validate the 'Admission Reconciliation' tab is in view-only mode. Scenario 2: OE NX - Orders This Episode - Create three detox orders one with a 'Reason' of "pain", one a 'Reason' other than "pain", and one with a 'Reason' of "Detox + Pain" and then do a multiple order copy Specific Setup: Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX. 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. Must have the following three 'Reason Codes' defined: "Pain", "Detox", and "Detox + Pain". Must be logged in as a user who has a "NADEAN #" in OrderConnect. Steps Select "Client A" and access the Order Entry Console. Search for and select "SUBLOCADE 300MG (BUPRENORPHINE) 300 MG/1.5 ML SOLUTION, EXTENDED RELEASE SUBCUTANEOUS (Schedule III)" in the 'New Order' field. Populate the required fields. Validate the 'Reason' field is required and select "Pain" Validate the 'Note to Pharmacist' field is required and contains "Pain". Click [Add to Scratchpad]. Search for and select "ZUBSOLV 0.7 MG-0.18 MG TABLET SUBLINGUAL (Schedule III)" in the 'New Order' field. Populate the required fields. Validate the 'Reason' field is required and select "Detox" Validate that the 'Reason Text' field is not required and set it to "test". Validate the 'Note to Pharmacist' field is required and contains "Detox". Click [Add to Scratchpad] Search for and select "BUTRANS 10 MCG/1 HR PATCH, EXTENDED RELEASE TRANSDERMAL (Schedule III)" in the 'New Order' field. Populate the required fields. Validate the 'Reason' field is required and select "Detox and Pain" Validate that the 'Reason Text' field is not required and set it to "test". Validate the 'Note to Pharmacist' field is required and contains "Detox + Pain". Click [Add to Scratchpad] and [Final Review]. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and contains all three orders with note icons. Ensure the note icons contains the same value as the 'Reason' selected. Validate that "eRx" is enabled in the 'Output' column for all 3 orders. Select "None" in the 'Output' column for each order and click [Sign]. Validate the 'Order grid' contains the following orders: "BUTRANS 10 MCG/1 HR TRANSDERMAL PATCH, EXTENDED RELEASE (Schedule III)" with "Reason: Detox + Pain -- test" "ZUBSOLV 0.7 MG-0.18 MG SUBLINGUAL TABLET (Schedule III)" with "Reason: Detox -- test" "SUBLOCADE 300MG (BUPRENORPHINE) 300 MG/1.5 ML SUBCUTANEOUS SOLUTION, EXTENDED RELEASE (Schedule III)" with "Reason: Pain" Select all three orders and click [Copy] and [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and contains all three orders with note icons. Ensure the note icons contains the same value as the 'Reason' selected. Validate that "eRx" is enabled in the 'Output' column for all 3 orders. Select "None" in the 'Output' column for all 3 orders and click [Sign]. Scenario 3: OE NX - Home Medications - Create two detox orders one with a 'Reason' of "pain" and one with any other value Specific Setup: Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX. The logged in user must be configured whose actions do not require validation and has a NADEAN #. The logged in user must have the 'Default to Client Reported' checkbox checked in the 'Order Entry User Definition' form. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Create two detox orders (Order A and Order B). For "Order A", select a 'Reason' that contains the word "Pain". For "Order B", select a 'Reason' that does not contain the word "Pain". Validate the 'Note to Pharmacist' for each order contains the respective 'Reason' selected. Click [Final Review]. Validate the 'Order Details' cell for "Order A" does not contain the logged in users NADEAN #. Validate the 'Order Details' cell for "Order B" contains the logged in users NADEAN #. File both orders and validate the display correctly in the 'Order grid'. Scenario 4: OE NX - Admission Reconciliation - Add two detox orders to the 'Scratchpad', one with a 'Reason' of "pain" and one with any other value and create 2 new detox orders Specific Setup: Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX. The logged in user must be configured whose actions require no validation and has a NADEAN # The logged in user must have the 'Default to Client Reported' checkbox checked in the 'Order Entry User Definition' form. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. The logged in user must have order actions that do not require validation and has a NADEAN #, Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab. Create two detox orders (Order A and Order B). For "Order A", select a reason that contains the word "Pain". Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason. For "Order B", select a reason that does not contain the word "Pain". Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason. Click [Final Review]. Validate the 'Order Details' cell for "Order A" does not contain the logged in users NADEAN #. Validate the 'Order Details' cell for "Order B" contains the logged in users NADEAN #. File both orders and validate they display correctly in the 'Order grid'. Click the 'Admission Reconciliation' tab. Validate "Order A" and "Order B" are in the 'Home Medications (Pre-Admission)' order grid. Select "Order A" and "Order B" and click [Add to Scratchpad]. Select "Order A" from the 'Inpatient Medications Scratchpad' order grid, select a reason that contains the word "Pain" and validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason. Fill in all remaining required fields and click [Update Order]. Select "Order B" from the 'Inpatient Medications Scratchpad' order grid, select a reason that does not contain the word "Pain" and validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason. Fill in all remaining required fields and click [Update Order]. Create two new detox orders (Order C and Order D). For "Order C", select a reason that contains the word "Pain". Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason. For "Order D", select a reason that does not contain the word "Pain". Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason. Click [Reconcile & Review]. Validate the 'Order Details' cell for "Order A" does not contain the logged in users NADEAN #. Validate the 'Order Details' cell for "Order B" contains the logged in users NADEAN #. Validate the 'Order Details' cell for "Order C" does not contain the logged in users NADEAN #. Validate the 'Order Details' cell for "Order D" contains the logged in users NADEAN #. File all orders and validate they display correctly in the 'Order grid'. Scenario 5: OE NX - Discharge Reconciliation - Add two detox orders to the 'Scratchpad', one with a 'Reason' of "pain" and one with any other value and create 2 new detox orders Specific Setup: Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX. The logged in user must be configured whose actions require no validation and has a NADEAN #. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A" and access the Order Entry Console. Click the 'Orders This Episode' tab. Create two detox orders (Order A and Order B). For "Order A", select a reason that contains the word "Pain". Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason. For "Order B", select a reason that does not contain the word "Pain". Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason. Click [Final Review]. Validate the 'Order Details' cell for "Order A" does not contain the logged in users NADEAN #. Validate the 'Order Details' cell for "Order B" contains the logged in users NADEAN #. File both orders and validate they display correctly in the 'Order grid'. Click the 'Discharge Reconciliation' tab. Validate "Order A" and "Order B" are in the 'Inpatient Medications' order grid. Select "Order A" and "Order B" and click [Add to Scratchpad as Rx]. Select "Order A" from the 'Home Medications Scratchpad (Post-Discharge)' order grid, fill in any missing required fields and click [Update Order]. Select "Order B" from the 'Home Medications Scratchpad (Post-Discharge)' order grid, fill in any missing required fields and click [Update Order]. Create two new detox orders (Order C and Order D). For "Order C", select a reason that contains the word "Pain". Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason. For "Order D", select a reason that does not contain the word "Pain". Validate that the 'Note to Pharmacist' field is automatically populated based on the chosen reason. Click [Review & Sign]. Validate the 'Order Details' cell for "Order A" does not contain the logged in users NADEAN #. Validate the 'Order Details' cell for "Order B" contains the logged in users NADEAN #. Validate the 'Order Details' cell for "Order C" does not contain the logged in users NADEAN #. Validate the 'Order Details' cell for "Order D" contains the logged in users NADEAN #. File all orders and validate they display correctly in the 'Order grid'. ; Scenario 6: OE NX - Orders This Episode - Create a detox order as an Agent and try and validate it as a Prescriber without a NADEAN and then one with a NADEAN Specific Setup: Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX. Must have three users one as "Agent" whose actions require validation, one as "Prescriber 1" whose actions require no validation and has a NADEAN #, and one as "Prescriber 2" whose actions require no validation and does not have a NADEAN #. 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 Log into the application as "Agent". Select "Client A" and access the Order Entry Console. Create two detox orders "Order A" and "Order B" where both require validation and "Order A" which contains a 'Reason' that does not includes "Pain" and "Order B" has a 'Reason' that includes "Pain". Log out of the application and log back in as "Prescriber 1". Select "Client A" and access the Order Entry Console. Select "Order A" and click [Validate]. Validate "Prescriber 1's" NADEAN number displays in the 'Order Details' cell, "eRX" is available to be selected in the 'Output' column and file the order. Log out of the application and log back in as "Prescriber 2" Select "Client A" and access the Order Entry Console. Select "Order B" and click [Validate]. Validate there is no NADEAN number displayed in the 'Order Details' cell, "eRX" is available to be selected in the 'Output' column and file the order. Scenario 7: OE NX - Home Medications - Create two detox orders as an Agent, one with a 'Reason' of "pain" and one with a 'Reason' of any other value and try and validate it as a Prescriber with a NADEAN Specific Setup: Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX. 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. Must have two users who have staff members associated with them and one whose actions require validation (Agent) and one whose actions require no validation and has a NADEAN # (Prescriber). Must be logged into the application as "Agent". Steps Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Search for and select "Buprenorphine-Naloxone AvPak 2 MG-0.5 MG Tablet Sublingual (Schedule III)" in the 'New Order' field. Populate the required fields. Validate the 'Reason' field is required. Select any value without "Pain" in it. Validate the 'Note to Pharmacist' field is required and contains the description of the 'Reason' selected. Click [Add to Scratchpad] Search for and select "Belbuca 750 MCG Film Buccal mucosa (Schedule III)" in the 'New Order' field. Populate the required fields. Validate the 'Reason' field is required and select "Pain". Validate the 'Note to Pharmacist' field is required and contains "Pain". Click [Add to Scratchpad] Set the 'Ordering Practitioner' field to the staff member associated with the user "Prescriber". Click [Final Review]. Validate that the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate that the 'Final Review' dialog is displayed and an order for "Buprenorphine-Naloxone AvPak 2 MG-0.5 MG Tablet (Schedule III)" with a 'NADEAN' displayed and an order for "Belbuca 750 MCG Film (Schedule III)" with no 'NADEAN'. Validate that "Pending" is selected in the 'Output' column for both orders and click [Sign]. Log out of the application and log back in as "Prescriber" Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab and select "Pending" in the 'Status' field. Validate the 'Order grid' contains an order for "Belbuca 750 MCG BUCCAL MUCOSA Film (Schedule III) " and an order for "Buprenorphine-Naloxone AvPak 2 MG-0.5 MG SUBLINGUAL Tablet (Schedule III)". Select both orders and click [Validate]. Validate that the 'Final Review' dialog is displayed and contains the following orders: "Belbuca 750 MCG Film (Schedule III)" with "Reason: Pain", no 'NADEAN' and a note icon. Click the note icon and validate that "Pain NADEAN: unique #" is displayed. "Buprenorphine-Naloxone AvPak 2 MG-0.5 MG Tablet (Schedule III)" with "Reason: Detox", a "NADEAN" and a note icon. Click the note icon and validate that "Detox NADEAN: unique #" is displayed. Validate that "eRx" is enabled for both orders. Select "None" for both orders and click [Sign]. Select "Active" in the 'Status' field and validate that the 'Order grid' contains both orders. Scenario 8: OE NX - Home Medications - Schedule III (Xyrem) - New order Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Search for and select "Xyrem 500 MG/1 ML Solution Oral (Schedule III)" in the 'New Order' field. Populate the required fields. Validate the 'Reason' field is not required. Validate the 'Reason Text' field is required. Enter "TEST" in the 'Reason Text' field. Validate the 'Note to Pharmacist' field is required and contains "TEST". Click [Add to Scratchpad]. Validate the 'Scratchpad' contains an order for "Xyrem 500 MG/1 ML Solution Oral Take one (1) milliliter by mouth as needed (Refills: 0, Dispense Quantity: 20) Reason: TEST Note To Pharmacist: TEST". Click [Final Review]. Validate the 'Final Review' dialog is displayed and contains the order for "Xyrem 500 MG/1 ML Solution (Schedule III)" with "Reason: TEST" and a note icon. Click the note icon and validate that it contains "TEST" and click [Close]. Select "None" in 'Output' and click [Sign]. Validate the 'Order grid' contains an order for "Xyrem" with "Reason: TEST" and "Note To Pharmacist: TEST". Scenario 9: OE NX - Orders This Episode - Detox orders - My Favorites Specific Setup: Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX. The logged in users actions do not require validation and has a NADEAN # A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select a detox drug (Order Code A - Bunavail). Populate the required fields selecting a 'Reason' that does not include "Pain". Click the 'Favorites - Star' button to add this order to 'My Favorites'. Click [Refresh]. Click the 'My Favorites' link. Select "Order A" from the 'My Favorites' dialog and click [Add to Scratchpad]. Select "Order A" from the 'Scratchpad' and validate all information displays correctly and ensure that 'Reason' and 'Note to Pharmacist' are required. Populate any missing required fields and click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed and contains a "NADEAN" in the 'Order Details' and that "eRx" is available for selection. Fill out all the appropriate information and click [Sign]. Validate the 'Order grid' contains an order for "Order A". Scenario 10: OE NX - Home Medications - Create two detox orders as an Agent, one with a 'Reason' of "pain" and one with a 'Reason' of any other value and try and validate it as a Prescriber without a NADEAN Specific Setup: Avatar OE 2022 Update 64 and OrderConnect v18.15 are also required to fully enable this functionality. While this functionality is supported in both myAvatar and in myAvatar NX, a myAvatar Client Update or upgrade is required to achieve full functionality in myAvatar NX. 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. Must have two users one whose actions require validation (Agent) and one whose actions require no validation and does not a NADEAN # (Prescriber). Must be logged into the application as "Agent". Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab and create 2 detox orders that require validation (Order A and Order B) "Order A" must be created with a 'Reason' that includes "Pain" and "Order B" must be created with a 'Reason' that does not contain "Pain". Log out of the application and log back in as the user that can validate orders and does not have a NADEAN #. Select "Client A" and access the Order Entry Console. Select "Pending" from the 'Status' field. Select both "Order A" and "Order B" and click [Validate]. Validate "Order A" displays with "eRX" enabled. Validate "Order B" displays with "eRX" disabled. File both orders and validate they display in the 'Order grid'.	Topics • NX • Order Entry Console
AV-75842 Summary \| Details OE NX - Discharge Med Reconciliation - Preferred Pharmacy Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Scenario 1: OE NX - Discharge Med Reconciliation - Reorder/Modify, Make Rx and Discontinue Specific Setup: A client must have an active episode. (Client A) "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Click [Change] and validate the 'Pharmacy Search' dialog appears. Set the 'Search Within' field to "All" and click [Search], choose a pharmacy and then click [Select & Make Preferred]. Validate the chosen pharmacy is listed above the 'Order grid'. Validate the ‘Reported’ checkbox is checked. Search for and select "predniSONE 5 MG Tablet Oral" in the 'New Order' field. Set the ‘Dose’ field to "5". Validate the 'Dose Unit' field defaults to "Tablet". Select "Milligram" from the 'Dose Unit' field. Select "TWICE A DAY" from the ‘Frequency’ field. Click [Save]. Validate the 'New Order' field does not contain a value. Uncheck the ‘Reported’ checkbox. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field. Set the ‘Dose’ field to "2". Validate the 'Dose Unit' field contains "Tablet". Select "TWICE A DAY" from the ‘Frequency’ field. Set the ‘Days Supply’ field to "12" and press Tab. Click [Add to Scratchpad]. Validate the 'New Order' field does not contain a value Search for and select "cefTRIAXone 1 GM Powder for Solution Injection" in the 'New Order' field. Set the ‘Dose’ field to "1". Select "Gram" from the ‘Dose Unit’ field. Select "EVERY DAY" from the ‘Frequency’ field. Set the ‘Days Supply’ field to "12". Set the ‘Dispense Qty’ field to "1". Select "Gram" from the ‘Dispense Qty Unit' field. Click [Add to Scratchpad] and [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the ‘Final Review’ dialog is displayed click [Sign] Validate the 'Order grid' contains an order for "predniSONE - 5 MG, TAB, PO", "ADVIL 200 MG TABLET ORAL", and "cefTRIAXone 1 GM Powder for Solution Injection". Select the "ADVIL" order and click [Modify]. Validate the 'New Order' field contains "ADVIL 200 MG ORAL Tablet". Set the 'Dose' field to "1". Click [Add to Scratchpad] and [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and click [Sign]. Select the "ceftTRIAXone 1 GM Powder for Solution Injection" order and click [Reorder]. Validate the 'New Order' field contains "ceftTRIAXone 1 GM Powder for Solution Injection". Click [Add to Scratchpad][Final Review], and [Sign]. Select the ‘Discharge Reconciliation’ tab. Validate the chosen pharmacy is listed above the 'Home Medications Scratchpad (Post-Discharge)'. Validate that the three orders appear in the 'Home Medications Scratchpad (Post Discharge)'. Click on the order for "predniSONE - 5MG, TAB, PO" and click [Make Rx]. Validate the 'Dose Unit' field contains "Milligram" in myAvatar and "Tablet" in NX. Select any value from the ‘Diagnosis’ field. Set the ‘Days Supply’ field to "12". Click [Update Order]. Validate that ‘Action’ for the “predniSONE - 5MG, TAB, PO” order contains "MAKE RX". Click on the order for "Advil 200 MG ORAL Tablet" and click [DC]. Validate that ‘Action’ for the “Advil 200 MG ORAL Tablet” order contains "DC". Select “cefTRIAXone 1 GM INJECTION Powder for Solution” from 'Home Medications Scratchpad (Post-Discharge)'. Click [Reorder/Modify]. Validate the 'New Order' field contains "cefTRIAXone 1 GM INJECTION Powder for Solution”. Click [Update Order]. Validate that ‘Action’ for the “cefTRIAXone 1 GM INJECTION Powder for Solution” order contains "REORDER/MODIFY". Click [Review and Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the ‘Final Review’ dialog is displayed and click [Sign]. Validate the chosen pharmacy is still listed above the 'Home Medications Scratchpad (Post-Discharge)'.	Topics • Discharge Med Reconciliation • NX • Order Entry Console
AV-78184 Summary \| Details Avatar NX - Disabled Fields Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Financial Eligibility Allergies and Hypersensitivities Scenario 1: Financial Eligibility - Add/Edit/Delete financial eligibility record Specific Setup: Guarantor/Payors: An existing guarantor is identified. Note the guarantor code/name. Admission: A new client is created or an existing client is identified who does not have 'Fast Financial Eligibility', 'Family Financial Eligibility', 'Financial Eligibility', or 'Cross Episode Financial Eligibility' records created (Client A). Steps Select "Client A" and open the 'Financial Eligibility' form. Validate the 'Admission Date', 'Episode Number', 'Program', and 'Social Security Number' fields are populated, disabled, and readable. Select the 'Guarantor Selection' tab. Validate the 'Guarantor Information' grid is required. Validate the 'Guarantor #' field is required. Select any value from the 'Guarantor #' field. Validate the 'Guarantor Plan' field is required. Select any value from the 'Guarantor Plan' field. Validate the 'Customize Guarantor Plan' field is required. Select any value from the 'Customize Guarantor Plan' field. Validate the 'Eligibility Verified' field is required. Select any value from the 'Eligibility Verified' field. Validate the 'Coverage Effective Date' field is required. Set the 'Coverage Effective Date' field to any value. Validate the 'Client's Relationship To Subscriber' field is required. Select "Self" from the 'Client's Relationship To Subscriber' field. Validate the 'Subscriber's Name', the 'Subscriber's Address - Street Line 1', the 'Subscriber Address - Zip', the 'Subscriber Address - City', the 'Subscriber Address - State', the 'Subscriber's Social Security #', and the 'Subscriber Sex' fields are required and populate with "Client A". Validate the 'Subscriber Assignment Of Benefits' field is required. Select any value from 'Subscriber Assignment Of Benefits' field. Validate the 'Subscriber Release of Info' field is required. Select any value from the 'Subscriber Release of Info' field. Validate the 'Subscriber's Covered Days' field is required. Validate the 'Maximum Covered Dollars' field is required. Select the 'Financial Eligibility' tab. Select the Guarantor previously defined in the 'Guarantor #1' field. Click [Submit]. Select "Client A" and open the 'Financial Eligibility' form. Edit the financial eligibility record that was entered. Validate the data entered is retrieved and displayed. Click [Add New Item]. Validate that a new blank row is added. Click [Delete Selected Item]. Validate the "Are you Sure?" dialogue. Click [Yes]. Validate that the blank row is deleted successfully. Exit the form.	Topics • Allergies and Hypersensitivities • NX
AV-79023 Summary \| Details Order Entry Console (Home Medications section) - Compliance Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Home Medications Scenario 1: OE NX - Home Medications - Reported - New Order, Make Rx, Discontinue and Compliance for Reported and Prescription Specific Setup: 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 Select "Client A" and access the Order Entry Console. Access the 'Home Medications' tab. Check the 'Reported' checkbox. Search for and select "Lisinopril 40 MG Tablet Oral" in the 'New Order' field and click [Save]. Select the "Lisinopril 40 MG Tablet Oral" order and click [Make RX]. Fill out all required fields and click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed, select "None" in 'Output', and click [Sign]. Validate the 'Reported' checkbox is checked. Search for and select "Warfarin 2 MG Tablet Oral" in the 'New Order' field and click [Save]. Validate the 'Order grid' contains orders for "Lisinopril 40 MG Oral Tablet" and "Warfarin - 2 MG, TAB, PO". Select both orders and click [Compliance]. Select "Taking as Prescribed" from the 'Compliance' field. Set the 'Comments' field to "Client is taking medications when instructed & with a glass of water". Click [Save]. Validate the 'Order grid' contains the following orders: "Warfarin - 2 MG, TAB, PO" with the current date and "Taking as Prescribed" in the 'Last Compliance' column. "Lisinopril 40 MG ORAL Tablet" with the current date and "Taking as Prescribed" in the 'Last Compliance' column. 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]. 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]. Select the "Warfarin" order and click [Edit]. Set the 'Stop Date' field to the current date and click [Save]. Select the "Lisinopril" order in the 'Order grid' and click [D/C], [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed and click [Sign].	Topics • NX • Order Entry Console
AV-79230 Summary \| Details Avatar NX - AR Console Scenario 1: Avatar NX - AR Console widget Specific Setup: The following registry setting has a value of Y: Avatar PM->Billing->Accounts Receivable Management->->->Enable Accounts Receivable Management Functionality. User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console Configuration. Note the values. User Defaults has been used to give the tester access to: Avatar PM / Billing / AR Management / AR Console User Defaults Setup. Note the value for the signed in tester and at least one other user. The 'Accounts Receivable Console' widget is on the tester's homeview. The 'AR Console Configuration' form has been submitted. The 'AR Console User Defaults Setup' form has been submitted. Unpaid claimed services exist. The 'System Task Scheduler', 'AR Auto Batch Update' has been processed. A client must have an existing episode (Client A). Steps Access the Avatar NX - AR Console widget. Validate that the 'User Defaults' defaults to the signed in user. Validate that the values selected in the 'AR Console User Defaults Setup' form are defaulted in the widget. Click [Search]. Note the 'TOTAL BALANCE / TOTAL CLAIMS' amounts. Click [Reset Default]. Note: It will be necessary to click [Reset Default] after each search. Enter the desired date in the 'Next Follow-Up Date From' field. Click [Search]. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results. Clear the 'Next Follow-Up Date From' field. Click [Search]. Note the 'TOTAL BALANCE / TOTAL CLAIMS' amounts is back to what it was. Click [Reset Default]. Validate no claims are displayed. Click the 'Advanced Filters' link. Select desired search options to narrow the search results. Click [Apply]. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are different than the original results. Click [Clear Advanced Filters]. Validate that the 'TOTAL BALANCE / TOTAL CLAIMS' amounts are the same as the original results. Click [Reset Default]. Select 'No' in 'Claim Follow-Up Records Exist'. Click [Search]. Select "Client A" in the 'Claims with Outstanding Receivables' grid. Note the client and claim numbers. Validate that services display in the 'Claim Service Information' grid. Right click on a service in the 'Claim Service Information' grid and select the 'Add/Edit Authorizations' option. Validate that the authorization form selected in the 'AR Console Configuration' form opens. If desired, add an authorization record. Close the authorization form. Validate that you are returned to the AR Console widget. Right click on a service in the 'Claim Service Information' grid and select the 'Service History'. Validate that the 'Service History' grid opens, and that the data displays correctly. Click [Close/Cancel]. Validate that [Add Claim Follow-Up/Note] and [Post Transaction] buttons are available. Click [Add Claim Follow-Up/Note] Validate that the 'Claim Follow-Up Entry' section opens. Validate that the 'Client' is the client selected in the 'Claims with Outstanding Receivables' grid. Validate that the 'Claim Follow-Up' contains a claim for the client selected in the 'Claims with Outstanding Receivables' grid. Validate that the 'Follow-Up Notes' section contains a note with: 'Follow-Up Date' equal to the current date. 'Comments' equal to 'AR Console Follow-Up Created'. 'Entry Date' equal to current date. 'Entered By' equal to logged in tester. Click [New Row]. Copy/paste any value into the 'Comments' field and validate it displays in the grid. Select the entry in the 'Follow Up Notes' field and press the "Delete" key. Validate and 'Confirm Delete' dialog stating: "Are you sure you want to delete these rows?" Click [Yes] and validate the row is deleted. Click [New Row]. Add desired values and click [File Updates]. Click [OK]. Double click the row added and click [Copy Note]. Select the claim to copy the note row to. Click [Save]. Click [File Updates]. Click [OK]. Change the 'Claim Follow-Up' to the claim the note row was copied to. Validate that the 'Follow-Up Notes' section contains the copied row. If desired, add values to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons'. Click [File Updates]. Click [OK]. Click 'AR List'. Validate that the 'AR List' section opens. Click 'Claim Follow-Up Entry'. Validate that the 'Claim Follow-Up Entry' section opens. Validate that the 'Client' is the same client. Validate that the 'Claim Follow-Up' is the same claim that was last accessed. Validate that the desired values added to the 'Payer ICN', 'Claim Submission Reason Code' 'Delay Reason Code' and 'Insurance Based Denial Reasons' exist. Validate that the 'Follow-Up Notes' section contains the two note rows. Click the 'Undock' widget icon, Validate a new session of the Accounts Receivable Console widget opens and the 'User Defaults' is the signed in user. Click [Search]. Select a claim in the 'Claims with Outstanding Receivables' grid. Click [Post Transaction]. Note the 'Claim #', 'Service Date / Service Code'. Enter a 'Posting Date'. Enter a 'Date of Receipt'. Note the 'Current Balance'. Select a 'Transaction Type'. Enter a partial amount of the 'Current Balance' in 'Amount'. Select a 'Posting Code'. If applicable, enter values in 'Transfer To' and 'Check Number'. Note the value of 'New Balance'. Click [New Row]. Validate that the 'Current Balance' is equal to the 'New Balance'. Select a 'Transaction Type'. Enter an 'Amount' Select a 'Posting Code'. If applicable, enter values in 'Transfer To' and 'Check Number'. Note the value of 'New Balance'. Click [File]. Click [OK]. Click [Close]. Click [X] to close the new session of the Accounts Receivable Console widget. Validate that you are returned to the original session of the Accounts Receivable Console widget.	Topics • Accounts Receivable Management • NX
AV-79729 Summary \| Details Avatar NX - Views Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Review To Do Item (PM) Scenario 1: Avatar NX - Views configured with associated views and workflow items Specific Setup: A client must be admitted to an existing episode and have a 'Review To Do Item' routed to the logged in user. (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 and the 'My To-Do's' widget (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 Select "Client A" and select "View A". Validate the view opens and displays as expected. Select "View B". Validate the view opens and displays as expected. Open the 'My To-Do's' widget. Click [Review To Do Item]. Validate the form displays as expected. Click [Discard]. Validate user is taken back to the 'My To-Do's'. Switch between "View A" and "View B" a dozen times and then select the 'View Menu'. Validate the 'View Menu' opens and displays as expected. Close the 'View Menu'. Select "View C". Validate the view opens and displays as expected. Select "Item A" and validate the workflow item opens and displays as expected. Select "Item B" and validate the workflow item opens and displays as expected. Continue selecting the desired views and workflow items and validate they open and display as expected. Access the 'Progress Notes' (Group and Individual)' form. Select "View A". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Select the form tab. Validate the 'Progress Notes (Group and Individual)' form displays as expected. Select "View C". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Select the form tab. Validate the 'Progress Notes (Group and Individual)' form displays as expected. Select "View D". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Select "myDay". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Select the form tab. Validate the 'Progress Notes (Group and Individual)' form displays as expected. Close the form.	Topics • NX • To-Do's • Widgets
AV-79790 Summary \| Details About - Copyright Information Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: NX - Application About Scenario 1: Avatar NX - Validate the 'About' dialog Steps Navigate to the 'User Menu'. Click [About]. Validate the 'About' dialog is displayed. Validate the 'CPT Copyright' field is displayed and contains the following: "CPT copyright 2021 American Medical Association. All rights reserved. Fee scheduled, relative value units, conversion factors and/or related components are not assigned by the AMA, are not part of the CPT, and the AMA is not recommending their use. The AMA does not directly or indirectly practice medicine or dispense medical services. The AMA assumes no liability for data contained or not contained herein. CPT is a registered trademark of the American Medical Association. U.S. Government End Users. CPT is commercial technical data, which was developed exclusively at private expense by the American Medical Association (AMA), 330 North Wabash Avenue, Chicago, Illinois 60611. Use of CPT in connection with this product shall not be construed to grant the Federal Government a direct license to use CPT based on FAR52.227-14 (Data Rights - General) and DFARS 252.227-7015 (Technical Data - Commercial Items). The responsibility for the content of any "National Correct Coding Policy" included in this product is with the Centers for Medicare and Medicaid Services and no endorsement by the AMA or should be implied. The AMA disclaims responsibility for any consequences or liability attributable to or related to any use, nonuse or interpretation of information contained in this product." Click [OK]. Validate the 'About' dialog is no longer displayed.	Topics • NX
AV-80375 Summary \| Details OE NX - Discharge Disposition Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Scenario 1: OE NX - Discharge Med Reconciliation - Discharge Disposition with a default Discharge Disposition that is required. Specific Setup: The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Default for 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "DF" The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Require 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. A client must have an active inpatient episode. (Client A). “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Select the 'Discharge Med Reconciliation' tab. Validate the 'Discharge Disposition' field is required and contains "Discharge to Facility". Click the 'Discharge Disposition' field, select the empty value and validate 'Discharge Disposition' does not change position. Search for "advil" in the 'New Order' field. Validate a message is displayed stating: "A Discharge Disposition is required. Please Select a disposition to continue" and click [OK]. Validate that the 'Discharge Disposition' field is expanded. Select "Discharge to Facility" in the 'Discharge Disposition' field and validate 'Discharge Disposition' does not change position. Click [Search] next to the 'New Order' field and select "Advil Liqui-Gels 200 MG Capsule, Liquid Filled Oral". Fill out all required fields. Click [Add to Scratchpad] and [Review and Sign]. Toggle to the 'Admission Reconciliation' tab and then back to the 'Discharge Reconciliation' tab. Validate a message is displayed at the top of the screen stating: "Previously saved Medication Reconciliation is displayed. Saved by [User who completed the reconciliation] on...at..." and that the message does not overlap with the 'Discharge Disposition' field.	Topics • NX • Order Entry Console
AV-80587 Summary \| Details Avatar NX - Treatment Plan Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan - dragging and dropping library items Specific Setup: A client must be enrolled in an existing episode (Client A). User must have Treatment Plan library that contains problems, goals, objectives, and interventions. Steps Select "Client A" and access the 'Treatment Plan' form. Select the desired episode if present. Enter the desired date in the 'Plan Date' field. Select the desired value for the 'Plan Type' field. Populate any required and desired fields. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Select a problem from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Select a goal from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Select an objective from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Select an intervention from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Click [Return to Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK]. Click [Submit]. Select "Client A" and access the 'Treatment Plan' form. Select the entry from the previous steps and click [Edit]. Validate the data filed in the previous steps is present. Click [Launch Plan]. Select an intervention from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Select the initial intervention and click [Delete Selected Item]. Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK]. Validate the 'Treatment Plan' field contains the newly added intervention. Click [Return to Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK]. Click [Submit]. Scenario 2: Treatment Plan Copy - dragging and dropping library items Specific Setup: A client must be enrolled in an existing episode (Client A). User must have Treatment Plan library that contains problems, goals, objectives, and interventions. A copy must exist of the 'Treatment Plan' form (Treatment Plan Copy). Steps Select "Client A" and access the 'Treatment Plan Copy' form. Select the desired episode if present. Enter the desired date in the 'Plan Date' field. Select the desired value for the 'Plan Type' field. Populate any required and desired fields. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Select a problem from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Select a goal from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Select an objective from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Select an intervention from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Click [Return to Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK]. Click [Submit]. Select "Client A" and access the 'Treatment Plan Copy' form. Select the entry from the previous steps and click [Edit]. Validate the data filed in the previous steps is present. Click [Launch Plan]. Select an intervention from the library and drag it to the 'Treatment Plan' field. Populate all required fields. Select the initial intervention and click [Delete Selected Item]. Validate a 'Success' dialog stating: "Deleted 1 item successfully." and click [OK]. Validate the 'Treatment Plan' field contains the newly added intervention. Click [Return to Plan]. Validate a 'Plan Save' dialog stating: "Plan saved successfully." and click [OK]. Click [Submit].	Topics • NX • Treatment Plan
AV-80683 Summary \| Details Avatar NX - Quick Actions Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Quick Actions Page 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', 'Blood Pressure', and 'Alerts' Quick Actions must be assigned to the user's 'Client Dashboard' in the 'NX View Definition' form. Steps Select "Client A" and launch the 'Client Dashboard'. Validate there is no grey box behind the client's name. Navigate to the 'Quick Actions' widget. Click [Update Client Data - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Update Client Data' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Click the 'State' field and validate the states are listed alphabetically. Populate the required and desired fields. Click [Save]. Click [Emergency Contact - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Emergency Contact' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Fill out any required any desired fields. Click [Save]. Click [Smoking Assessment - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Smoking Assessment' dialog. Validate the dialog is fixed and centered in the screen. Populate the required fields. Click [Save]. Click [Problems List - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Problems List' dialog. Validate the dialog is fixed and centered in the screen. Enter "Anxiety" in the 'Problem' field. Enter any value in the 'Status' field. Click [Save]. Click [Blood Pressure - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Blood Pressure' dialog. Validate the dialog is fixed and centered in the screen. Validate "Diastolic" is spelled correctly. Enter the desired values in the 'Blood Pressure' fields. Click [Save]. Click [Alerts - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Alerts' dialog. Validate the dialog is fixed and centered in the screen. Select "Warning (Custom)" in the 'Type of Alert' field. Select "All Episodes" in the 'Episode(s)' field. Enter any value with a special character in the 'Custom Message' field. Validate an error message and click [OK]. Enter any value in the 'Custom Message' field. Select "No" in the 'Disabled' field. Select "Active for Date Range" in the 'Active or Active for Date Range' field. Validate the 'Start Date' and 'End Date' field populate with the current date. Click [End Date Y]. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK]. Validate the 'End Date' field contains the current date. Enter any future value in the 'End Date' field. Select any form in the 'Applicable Forms' field (Form A). Validate the 'Applicable Forms' are listed alphabetically. Click [Save]. Close the 'Client Dashboard'. Access 'Form A'. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps. Click [OK]. Close the form. Scenario 2: Validate accessing various 'Quick Actions' from a view 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's view in the 'NX View Definition' form (View A). Steps Select "Client A" and navigate to "View A" and the 'Quick Actions' widget. Click [Update Client Data - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Update Client Data' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Click the 'State' field and validate the states are listed alphabetically. Populate the required and desired fields. Click [Save]. Click [Emergency Contact - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Emergency Contact' dialog. Validate the dialog is fixed and centered in the screen. Enter "LASTNAME, FIRSTNAME" in the 'Emergency Contact Name' field and press the "Tab" key. Validate the space is automatically removed after the comma. Fill out any required any desired fields. Click [Save]. Click [Smoking Assessment - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Smoking Assessment' dialog. Validate the dialog is fixed and centered in the screen. Populate the required fields. Click [Save]. Click [Problems List - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Problems List' dialog. Validate the dialog is fixed and centered in the screen. Enter "Anxiety" in the 'Problem' field. Enter any value in the 'Status' field. Click [Save]. Click [Alerts - Add]. Validate only one dialog is displayed and it is not resizable. Click outside of the 'Alerts' dialog. Validate the dialog is fixed and centered in the screen. Select "Warning (Custom)" in the 'Type of Alert' field. Select "All Episodes" in the 'Episode(s)' field. Enter any value with a special character in the 'Custom Message' field. Validate an error message and click [OK]. Enter any value in the 'Custom Message' field. Select "No" in the 'Disabled' field. Select "Active for Date Range" in the 'Active or Active for Date Range' field. Validate the 'Start Date' and 'End Date' field populate with the current date. Click [End Date Y]. Validate an 'Error' dialog stating: "Please choose an end date on or after the start date." and click [OK]. Validate the 'End Date' field contains the current date. Enter any future value in the 'End Date' field. Select any form in the 'Applicable Forms' field (Form A). Validate the 'Applicable Forms' are listed alphabetically. Click [Save]. Close the 'Client Dashboard'. Access 'Form A'. Validate the 'Client Alert' message is displayed and contains the message entered in the previous steps. Click [OK]. Close the form.	Topics • NX • Quick Actions
AV-80840 Summary \| Details OE NX - Order Entry Console - Renew Order Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: OE NX - Orders This Episode - Renew Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Create a pharmacy-type order. (Order A) Select "Order A" from the 'Order grid' field and click [Renew]. Set the 'New Stop Date' field to be prior to the 'Effective Renew Date' field. Validate a message is displayed stating "The new stop date/time cannot be before the effective renew date/time" and click [OK]. Set the 'New Stop Date' field equal to "Today" and the 'New Stop Time' field prior to the 'Effective Renew Time' field. Validate a message is displayed stating "The new stop date/time cannot be before the effective renew date/time" and click [OK].	Topics • NX • Order Entry Console
AV-80888 Summary \| Details Scheduling Calendar - Time Zones Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Scheduling Calendar Site Registration Scenario 1: Scheduling Calendar - Add/Edit Appointment Specific Setup: A client must be enrolled in more than one episode (Client A). Must have an existing site defined without a time zone defined (Site A). Must have an existing site defined with a time zone defined in the 'Site Registration' form (Site B). Must have 3 users with associated practitioners that have hours for "Site A" and "Site B": One with no time zone configured (User A). One with same time zone configured as user's local time zone (User B). One with a different time zone configured as user's local time zone (User C). Please note: This is for Avatar NX systems only. Steps Login as "User A". Access the 'Scheduling Calendar' form. Select "Site A" in the 'Site' field. Validate no time zone displays on the calendar. Select "Site B" in the 'Site' field. Validate the time zone associated with the site displays. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select "Episode 1" in the 'Episode Number' field. Click [Submit]. Right click on the appointment created in the previous steps. Click [Details/Edit]. Select "Episode 2" in the 'Episode Number' field. Click [Submit]. Validate successful submission. Click [Dismiss]. Log out. Login as "User B". Access the 'Scheduling Calendar' form. Select "Site A" in the 'Site' field. Verify no time zone displays on the calendar. Select "Site B" in the 'Site' field. Validate the time zone associated with the site displays. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select "Episode 1" in the 'Episode Number' field. Click [Submit]. Right click on the appointment created in the previous steps. Click [Details/Edit]. Select "Episode 2" in the 'Episode Number' field. Click [Submit]. Validate successful submission. Click [Dismiss]. Log out. Login as "User C". Access the 'Scheduling Calendar' form. Select "Site A" in the 'Site' field. Verify there are two time zones displayed on the calendar: The user defined time zone on the left and the local time zone on the right. Navigate to the day "11/14/2022". Validate the time zone changes to Standard time. Navigate to a day prior to "11/7/2022". Validate the time zone changes back to daylight savings time. Select "Site B" in the 'Site' field. Validate the time zone associated with the site displays. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select "Episode 1" in the 'Episode Number' field. Click [Submit]. Right click on the appointment created in the previous steps. Click [Details/Edit]. Select "Episode 2" in the 'Episode Number' field. Click [Submit]. Validate successful submission. Click [Dismiss]. Scenario 2: Site Registration - Edit an existing site Specific Setup: A site must be defined (Site A). User must not have a time zone defined in 'User Definition' (User A). A client must be enrolled in an existing episode (Client A). Log in as "User A". Please note: This is for Avatar NX systems only. Steps Access the 'Site Registration' form. Enter "Site A" in the 'Select Site' field. Validate the form opens populated with the data for "Site A". Select the desired value in the 'Time Zone' field. Click [Submit]. Access the 'Scheduling Calendar'. Select "Site A" in the 'Site' field. Validate the time zone chosen in the previous steps displays in the left-hand corner of the calendar. Right click in the 'Appointment Grid' and click [Add Appointment]. Enter the desired service code in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select "Episode 1" in the 'Episode Number' field. Click [Submit]. Validate the appointment displays. Click [Dismiss].	Topics • NX • Scheduling Calendar • Site Registration
AV-80970 Summary \| Details Avatar NX - eMAR Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Orders This Episode Scenario 1: Bed Management - Validating client's bed assignment after switching bed. Specific Setup: Registry Settings: The 'Enable Console Widgets/Views' registry setting is set to "Y" to add the 'Site' tab to the 'Client & Staff' widget. Please note: To see the changes effected by this setting, user must log out of Avatar and re-launch a new Avatar session, and login. Admission: An existing inpatient client is identified or a new client is added in the inpatient program. Note the Unit, room and the bed assigned to the client. Steps Open the "Bed Management" form. Select a unit from the "Unit" drop down list. Select a room from the "Room" drop down list. Click [Bed Management]. Click any data row and click [Switch]. Click another data row to switch beds. Click [Switch] at the bottom right of the form. Confirm the switch filed successfully. Click [Close]. Click [Print Current Bed Status Report]. Verify the client is removed from the previous bed and be put in the new bed. Click [X]. Click [Close Form]. Locate the 'My Clients' ('Clients & Staff') widget. Click on the "Site" tab of the 'My Clients' ('Clients & Staff') widget. Select the "Unit" radio button. Enter the name of "Unit" defined on the system that has client assigned to it. Verify correct clients are displayed in the widget under selected unit. Open the 'Current Unit Census' form. Select "Individual" in the 'For Individual Unit Or All' field to generate the report for desired unit the client is admitted to in the facility. Click [Process]. Verify the report displays admissions, discharges, and transfers for the unit on the date the report is run. Activity report - Activity in the unit over the past 24 hours. Current Unit Census report - Current unit client population. Census Summary Totals report - Current summaries for a unit. Click [Dismiss]. Click [Yes] on 'Form Return' message. Select "All" in the 'For Individual Unit Or All' field to generate the report for desired unit the client is admitted to in the facility. Click [Process]. Verify the report displays admissions, discharges, and transfers for the unit on the date the report is run. Activity report - Activity in the unit over the past 24 hours. Current Unit Census report - Verify the client will be removed from the previous unit/room/ bed and be put in the new unit/room/bed. Census Summary Totals report - Current summaries for a unit. Click [Dismiss]. Click [No] on 'Form Return' message. Scenario 2: eMAR - Complete multiple administrations with 'Enable Incremental Scanning' set to no value and 'Enable multiple administration selection' set to "Y" Specific Setup: The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "0". The 'Avatar eMAR->General->Settings->->->Enable multiple administration selection' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Create a pharmacy-type order. (Order A) Select "As Needed" from the 'Frequency' field. Populate remaining, required fields. Click [Add to Scratchpad]. Create another pharmacy-type order. (Order B) Select "AS NEEDED" from the 'Frequency' field. Populate remaining, required fields Click [Add to Scratchpad] and click [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and click [Sign]. Validate the 'Order grid' contains "Order A" and "Order B". Access the 'eMAR' widget. Validate the 'Enable multiple administration selection' checkbox is enabled and checked. Click the 'Click here to provide override reason' field. Validate the 'Wristband Scan Override' dialog exists. Select "Other Reason" from the 'Please provide a reason for not scanning the patient wristband' field. Set the 'Other Reason' field to any value. Click [OK]. Validate an order for "Order A" is displayed with no hours of administration under the current date. Validate an order for "Order B" is displayed with no hours of administration under the current date. Complete 'Order Acknowledgement' and 'Client Education' for both orders. Select a cell under the current date for "Order A" and for "Order B" and click [Administer]. Validate the 'Administration Event' dialog is displayed. Set the 'Med ID' field for "Order A" to "Test". Select a successful administration event in the 1st 'Administration Event' field. Click [Warning - View], provide an override code and click [OK]. Set the 'Med ID' field for "Order B" to the NDC for that order code. Select a successful administration event in the 2nd 'Administration Event' field. Check the 'Accept administration information entered' checkbox and click [OK]. Validate the first cells under the current date for "Order A" and "Order B" contain the amount administered and the time administered. Create a report on the 'CWSeMAR.eMAR_administration_data' SQL table and include the following fields: EPISODE_NUMBER FACILITY PATID order_number admin_check_override_code admin_check_override_value Validate the 'admin_check_override_code' and 'admin_check_override_value' fields only contain data for "Order A".	Topics • Avatar eMAR • Current Unit Census • eMAR • NX • Order Entry Console
AV-81151 Summary \| Details Avatar NX - 'My To Do's' widget Scenario 1: 'My To Do's' widget - Approving Documents Specific Setup: A user is a staff member and has the 'My To Do's' widget on their myDay view (User A). Document routing is enabled for the 'Progress Notes (Group and Individual)' form. A client must be enrolled in an existing episode (Client A). Log in as "User A". Steps Access the 'Progress Notes (Group and Individual)' form. Select "Client A" in the 'Select Client' field. Select "Independent Note" in the 'Progress Note For' field. Select the desired value in the 'Note Type' field. Enter the desired value in the 'Notes Field' field. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for the current user/staff member as the Author. Click [Accept and Route]. Validate the 'Route Document To' dialog is displayed. Select the "User A" as the 'Approver'. Click [Submit]. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed." Click [OK]. Navigate to the 'My To Do's' widget. Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A". Click [Review All]. Validate the 'Documents to Review' opens with all the documents in the left-hand side. Select the row for "Client A" and click the [Review]. Validate the document is displayed with the expected data and click [Accept]. Click [Cancel]. Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" and click [OK]. Click [Review] and validate the document is displayed with the expected data. Click [Accept] and [Sign]. Enter the password for "User A" in the 'Verify Password' dialog and click [Verify]. Validate the To-Do is no longer displayed. Access the 'Clinical Document Viewer' form. Select "Client" in the 'Select All or Individual Client' field. Select "Client A" in the 'Select Client' field. Click [Process]. Validate the document for "Client A" displays in the document list. Click to view the document. Validate that the document displays the expected data. Close the form.	Topics • Document Routing • NX • To-Do's
AV-81265 Summary \| Details Order Entry Console (Orders This Episode and Admission Reconciliation sections) - non-product based ordering Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Order Entry Console Scenario 1: OE NX - Orders This Episode - Non-Product-Based-Ordering - non-external pharmacy mode and external pharmacy mode Specific Setup: The 'Avatar Order Entry->Facility Defaults->General->->->Enable Non-Product-Based Ordering in Order Entry Console (Orders This Episode)' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. Two clients must exist. One with an active episode (Client A) and one 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 Select "Client A" and access the Order Entry Console. Search for "WARFARIN" and select "WARFARIN SODIUM" in the 'New Order' field. Validate the 'Non Product Based Order' dialog is launched and contains the following Order Options for "WARFARIN SODIUM": 1 MG, ORAL, TABLET 2 MG, ORAL, TABLET 2.5 MG, ORAL, TABLET 3 MG, ORAL, TABLET 4 MG, ORAL, TABLET 5 MG, ORAL, TABLET 6 MG, ORAL, TABLET 7.5 MG, ORAL, TABLET 10 MG, ORAL, TABLET 2 MG, Tablet, AS NEEDED Other Select "1 MG, ORAL, TABLET" and click [Select]. Validate the 'New Order' field contains "COUMADIN (WARFARIN SODIUM)". Validate the 'Dose' field is equal to "1". Validate the 'Dose Unit' field is equal to "MG". Select "EVERY DAY" in the 'Freq' field. Set the 'Duration' field to "28" and click [Days]. Click [Add to Scratchpad] and [Sign]. An 'Interactions' dialog may be displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains an order for "COUMADIN (WARFARIN SODIUM) ORAL TABLET1 MG, EVERY DAY" Select "Client B" and access the Order Entry Console. Search for "Warfarin" and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet" Select "EVERY DAY" in the 'Freq' field. Set the 'Duration' field to "28" and click [Days]. Validate the 'Days Supply' field contains "28". Validate the 'Dispense Qty' field contains "28". Select "Tablet" in the 'Dispense Qty Unit' field. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily". Click [Add to Scratchpad] and [Final Review]. Validate an 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in the 'Output' field and click [Sign]. Validate the 'Order grid' contains an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET1 Tablet, EVERY DAY". Scenario 2: OE NX - Admission Med Reconciliation - Non-Product-Based-Ordering - external pharmacy mode and non-external pharmacy mode Specific Setup: The 'Avatar Order Entry->Facility Defaults->General->->->Enable Non-Product-Based Ordering in Order Entry Console (Orders This Episode)' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. Two clients must exist. One with an active episode (Client A) and one 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 Search for and select "Client A" and access the Order Entry Console. Select the 'Admission Reconciliation' tab. Set the 'New Order' field to "ADDERALL" and select "ADDERALL XR (AMPHETAMINE SALT COMBINATION)". Validate the 'Non-Product Based Order' dialog is displayed and contains a number of values. Select "10 MG, ORAL TABLET" and click [Select]. Validate the 'New Order' field contains "ADDERALL (AMPHETAMINE SALT COMBINATION)(Schedule II)". Validate the 'Dose' field contains "10". Validate the 'Dose Unit' field contains "MG". Select any value in the 'Freq' field. Set the 'Duration' field to "28" and click [Days]. Click [Add to Scratchpad] and [Hold in Pending Status]. Select the 'Orders This Episode' tab. Search for and select "Client B". Select the 'Admission Reconciliation' tab. Set the 'New Order' field to "ADDERALL" and select "ADDERALL XR 10 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)". Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Capsule". Select "Daily" in the 'Freq' field. Set the 'Duration' field to "28" and click [Days]/ Validate the 'Days Supply' field contains "28". Validate the 'Dispense Qty' field contains "28". Select "Capsule" in the 'Dispense Qty Unit' field. Set the 'Start Date' field to the current date. Set the 'Start Time' field to the current time. Validate the 'Earliest Fill Date' field contains the current date. Validate the 'Directions' field contains "Take one (1) capsule by mouth as needed". Click [Add to Scratchpad] and [Hold in Pending Status].	Topics • NX • Order Entry Console
AV-81357 Summary \| Details Avatar NX - Console Widget Viewer Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: HomeView - Console Widget Viewer HomeView - Primary All Documents Widget Console Widget Viewer Scenario 1: Validate Document Capture - Import Non-Episodic Specific Setup: 'Perceptive' document storage method is enabled and configured in the system. A client must be enrolled in an existing episode (Client A). A document must exist for import. 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 Select "Client A" and launch the 'Client Dashboard'. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?" Click [Import]. Select "Non-episodic" in the "Episode" field. Validate the 'Document Capture' opens in a new window. Select any value in the 'Document Type' field. Enter any value in the 'Document Description' field. Click [Capture] and [Browse]. Locate the file to be imported and click [Open] and [Done]. Validate the image displays. Click [Save]. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!" Navigate to the 'All Documents' view. Validate the newly imported non-episodic document is present and select it. Validate the 'Console Widget Viewer' displays the document. Validate no thumbnail image is present. Click [Show/Hide Thumbnails]. Validate the thumbnail image displays. Click [Close All]. Validate the 'Console Widget Viewer' no longer displays the document. Scenario 2: 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 Select "Client A". Select "All Episodes" from the 'Episodes' field on the myDay view. On the myDay view, navigate to "Widget A". Locate the row filed for "Form A". Click the [View] button for the row. Validate a tab is opened for "Form A" in the 'Console Widget Viewer'. Validate the data displayed is as expected. Validate the document image properties do not contain a thumbnail image. Click [Show/Hide Thumbnails]. Validate the thumbnail image displays. Click [Show/Hide Thumbnails]. Validate the thumbnail image is no longer displayed. Click [Annotations]. Click [Create Annotation]. Select an area to annotate and select an annotation type (For example "Highlight"). Click [Add]. Validate the selected are is annotated on the document. Click the [Save] Icon in the top left of the document image. Validate the selected area is saved annotated on the document as expected. Click the 'Zoom Slider' arrow icon on the bottom left of the document image. Drag the slider to the left to reduce the document text size. Validate the document text size is reduced. Drag the slider to the right to reduce increase the document text size. Validate the document text size is increased. Click [Close All]. Validate the tab for "Form A" is removed in the 'Console Widget Viewer'. Undock the 'Console Widget Viewer'. Validate the 'Console Widget Viewer' opens in a new window. Navigate to "Widget A". Select the record in step 4. Validate a tab is opened for "Form A" in the undocked 'Console Widget Viewer'. Resize the 'Console Widget Viewer' to be smaller. Validate the document preview does not shrink after resizing. Click [Close All]. Validate the tab for "Form A" is removed in the undocked 'Console Widget Viewer'. Close the undocked 'Console Widget Viewer'.	Topics • All Documents Widget • Console Widget • NX • Perceptive
AV-81379 Summary \| Details Avatar NX - Client Header Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergies and Hypersensitivities Scenario 1: Allergies and Hypersensitivities - Client Header Specific Setup: The 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' registry setting must be set to "N". Please log out of the application and log back in after completing the above configuration. A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A) Steps Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays "Allergies (0)". Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Click [Update] and [New Row]. Create a food allergy for "SHELLFISH (MDX-2891)" and click [Save]. Validate the 'Known Food Allergies' field is set to "Yes". Select "No" in the 'Known Medication Allergies' field. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field and click [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays: Allergies (1) with a red icon 1) SHELLFISH - Confirmed Allergies Reviewed=Yes (current date) No Known Medication Allergies Click [Update] and [New Row]. Set the 2nd 'Allergen/Reactant' field to "Amoxicillin" and press Tab. Create a drug allergy "AMOXICILLIN (MDX-376) (RxNorm=723)". Set the 'Status' field for the Shellfish allergy to "Inactive" and click [Save]. Validate the 'Known Medication Allergies' field is set to "Yes". Select "No" in the 'Known Food Allergies' field. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the 'Client Header' displays: Allergies (1) with a red icon 1) AMOXICILLIN - Confirmed Allergies Reviewed=Yes (current date) No Known Food Allergies Click [Update]. Set the 'Status' field for the Amoxicillin allergy to "Inactive" and click [Save]. Select "No" in the 'Known Medication Allergies' field. Select "Yes" in the 'Allergies/Hypersensitivities Reviewed' field. Click [Submit]. Validate the 'Client Header' displays: Allergies (0) Allergies Reviewed=Yes (current date) No Known Medication or Food Allergies Scenario 2: Allergies and Hypersensitivities - 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' set to "Y" Specific Setup: The 'Set 'Allergies/Reactions Reviewed' Upon Updating Allergies' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. The 'Client Header' must be on the user's view (View A). Steps Access the 'Admission' form. Set the 'Last Name' field to "JOHNSON" and press Tab. Set the 'First Name' field to "OLIVIA" and press Tab. Select "Female" from the 'Sex' field. Click [Search] and [New Client]. Validate a message is displayed stating "Auto Assign Next ID Number" and click "Yes". Fill out all required fields, ensuring to select an Inpatient program in the 'Program' field. Click the 'Demographics' section. Fill out all 'Address' fields. Click the 'Inpatient/Partial/Day Treatment' section. Fill out all required fields. Click [Submit]. Access the 'Allergies and Hypersensitivities' form. Validate that no values are selected in the 'Allergies/Hypersensitivities Reviewed' field. Validate that no values are selected in the 'Known Medication Allergies' field is not selected. Validate that no values are selected in the 'Known Food Allergies' field is not selected. Select "No" in the 'Known Medication Allergies' field. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select "No" in the 'Known Food Allergies' field. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select "Yes" in the 'Known Food Allergies' field. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Click [Submit]. Validate a message is displayed stating 'Known Food Allergies' cannot be "Yes" when no food allergies exist." and click [OK]. Click [Update]. Validate 'Allergy/Reactant' grid is displayed. Click [New Row]. Double click the 'Allergen/Reactant' cell. Search for and select "Shellfish" in the 'Allergen/Reactant' cell and press Tab. Double click the 'Date Recognized' cell. Set the 'Date Recognized' cell to "01/01/2020" and press Tab. Double click the 'Status' cell. Select "Confirmed" and click [Select]. Double click the 'Reactions' cell. Select any values and click [OK]. Double click the 'Reaction Severity' cell. Select any value and click [Select] and [Save]. Validate that "Yes" is selected in the 'Allergies/Hypersensitivities Reviewed' field. Validate that "Yes" is selected in the 'Known Food Allergies' field and that the field is disabled. Click [Submit]. With the client in context, navigate to "View A". Validate the 'Client Header' displays: Allergies (1) with a red icon 1) SHELLFISH - Confirmed Allergies Reviewed=Yes (current date) No Known Medication Allergies	Topics • Allergies and Hypersensitivities • NX
AV-81393 Summary \| Details OE NX - Multiple Form Widget - Preferred Forms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Console Widget Configuration (PM) View Definition Scenario 1: Console Widget Configuration - Setup and sort order for Preferred Forms in the Multiple Form Widget Specific Setup: A client must exist that has previously used at least one form available in the 'Forms to Display' section of the 'Console Widget Configuration' form. (Client A) Steps Access the 'Console Widget Configuration' form. Select the 'Multiple Form Widget' section and click [Select Widget]. Select "Add New Widget" in the 'Select Widgets' dialog and click [OK]. Set the 'Widget ID' field to "Test1" and the 'Title' field to "Test Widget 1". Select an assortment of Forms and click [File]. Close the 'Console Widget Configuration' form. Access the 'View Definition' form. Click [Select View], select the current view for the logged in user, and click [OK]. Click [Launch View Designer]. Search for and select "Test Widget 1" from the 'Filter by widget title or category' field. Click the [Right Arrow] to add "Test Widget 1" to the 'Assigned Widgets' section. Drag and drop "Test Widget 1" onto the View. Click [Submit] to verify the changes made to the View. Click [Submit] and close the form. Validate "TEST WIDGET 1" has been added to the View. Select "Client A" and validate any forms that were previously utilized for the client are displayed in a table. Click [New Record] and validate the Forms selected in 'Console Widget Configuration' are displayed in an alphabetized list. Select one of the Forms. Validate the selected Form is launched and close the Form. Access the 'Console Widget Configuration' form. Select the 'Multiple Form Widget' section and click [Select Widget]. Select "Test Widget 1 (TEST1)" in the 'Select Widgets' dialog and click [OK]. Validate the 'Widget ID' field contains "TEST1" and the 'Title' field contains "Test Widget 1". Validate the 'Forms to Display' section contains the previous selection of Forms. Validate any Forms selected in the 'Forms to Display' section are displayed under 'Preferred Forms'. Select several of the forms from the 'Forms to Display' section and click [File]. Close the 'Console Widget Configuration' form. Click [New Record] on "TEST WIDGET 1". Validate the Forms selected in the 'Preferred Forms' section of 'Console Widget Configuration' are displayed at the top of the list, bolded, and in alphabetical order. Validate the other Forms that were not selected are listed after the 'Preferred Forms' and in alphabetical order. Select one of the 'Preferred Forms'. Validate the selected Form is launched and close the Form. Access the 'Console Widget Configuration' form. Select the 'Multiple Form Widget' section and click [Select Widget]. Select "Test Widget 1 (TEST1)" in the 'Select Widgets' dialog and click [OK]. Validate the 'Preferred Forms' section contains the previous selection of Forms. Deselect all Forms from the 'Preferred Forms' section and click [File]. Close the 'Console Widget Configuration' form. Click [New Record] on "TEST WIDGET 1". Validate the Forms that were deselected from the 'Preferred Forms' section in 'Console Widget Configuration' have been unbolded and deprioritized.	Topics • NX
AV-81431 Summary \| Details Avatar NX - Address Validation Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Update Client Data Scenario 1: 'Update Client Data' - Verification of form filing Specific Setup: If custom Form Designer changes are present in 'Update Client Data' form, please use 'Form Designer' to revert to 'Netsmart Produced Changes'. A client is enrolled in an existing episode (Client A). The 'Enable Address Validation' registry setting must be enabled. Steps Select "Client A" and access the 'Update Client Data' form. Enter an invalid address in the 'Client's Address - Street' field and press the 'Tab' key. Validate an 'Address Validation' dialog stating: "The address was invalid for the following reason: Address Not Found. Discard changes?" Click [No]. Enter an invalid address in the 'Client's Address - Street' field and press the 'Tab' key. Validate an 'Address Validation' dialog stating: "The address was invalid for the following reason: Address Not Found. Discard changes?" Click [Yes]. Validate a dialog stating: "Cancelled." and click [OK]. Validate the 'Client's Address - Street' field is cleared. Enter a valid address and populate any desired fields. Click [Submit].	Topics • myAvatar/myAvatar NX • NX • RADplus Utilities
AV-81617 Summary \| Details Scheduling Calendar - Appointment Details Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Dynamic Form - Group Member Selection Scheduling Calendar Scenario 1: 'Scheduling Calendar': Add New, Check- In, and Check Out Individual and Group Appointments Specific Setup: A client must be enrolled in an existing episode (Client A). A group must exist with at least two group members (Group A). Steps Access the 'Scheduling Calendar' form. Right click in any available time slot and click [Add Appointment]. Enter the desired value in the 'Service Code' field. Enter "Client A" in the 'Client' field. Select the desired episode in the 'Episode Number' field. Select the desired value in the 'Program' field. Click [Submit]. Validate the 'Appointment Grid' contains the appointment created in the previous steps. Right click on the appointment and click [Check In]. Validate the 'Scheduling Calendar - Check In' window is displayed. Click [Submit]. Validate the 'Appointment Grid' contains the checked in appointment. Right click on the appointment and click [Check Out]. Validate the 'Scheduling Calendar - Check Out' window is displayed. Click [Submit]. Validate the 'Appointment Grid' contains the checked out appointment. Right click in any available time slot and click [Add Appointment]. Enter any group service code in the 'Service Code' field. Enter "Group A" in the 'Group #' field. Select the desired program in the 'Program' field. Select the 'Group Members' item. Validate the 'Current Group Appointment Members' field contains all of the group members. Click [Submit]. Validate the 'Appointment Grid' contains the group appointment created in the previous steps. Right click on the group appointment and click [Check In]. Select all group members. Validate the 'Scheduling Calendar - Check In' window is displayed. Click [Submit]. Note: this will need to be submitted for all group members. Right click on the group appointment and click [Check Out]. Select all group members. Validate the 'Scheduling Calendar - Check Out' window is displayed. Click [Submit]. Note: this will need to be submitted for all group members. Validate the 'Appointment Grid' contains the checked out group appointment. Right click in any available time slot and click [Add Appointment]. Validate the 'Scheduling Calendar - Appointment Details' form is displayed in a new browser window. Navigate back to the 'Scheduling Calendar'. Click [Dismiss]. Validate both the 'Scheduling Calendar' and 'Scheduling Calendar - Appointment Details' forms are dismissed. Scenario 2: Validate Undocked Scheduling Calendar Specific Setup: A client must be enrolled in an existing episode (Client A). A staff member must have hours defined for scheduling. Steps Click [Launch Scheduling Calendar] in the 'Control Panel'. Validate the undocked 'Scheduling Calendar' is displayed in a new browser window. Right click on any available time slot. Click [Add Appointment]. Validate the 'Scheduling Calendar - Appointment Details' form is displayed in a new browser window. Enter any value in the 'Service Code' form. Enter "Client A" in the 'Client' field. Select any episode in the 'Episode Number' field. Select any program in the 'Program' field. Click [Submit]. Validate the 'Appointment Grid' contains the appointment created in the previous steps. Right click on the appointment and click [Check In]. Click [Submit] to check in the appointment. Validate the 'Appointment Grid' contains the checked in appointment. Right click on the appointment and click [Check Out]. Validate the 'Appointment Grid' contains the checked out appointment. Click [Dismiss]. Click [Launch Scheduling Calendar] in the 'Control Panel'. Validate the undocked 'Scheduling Calendar' is displayed in a new browser window. Right click on any available time slot. Click [Add Appointment]. Validate the 'Scheduling Calendar - Appointment Details' form is displayed in a new browser window. Navigate back to the undocked 'Scheduling Calendar' window. Click [Dismiss]. Validate both the 'Scheduling Calendar' and 'Scheduling Calendar - Appointment Details' forms are dismissed.	Topics • NX • Scheduling Calendar
AV-81679 Summary \| Details Avatar NX - 'Problem List' form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Problem List Scenario 1: Diagnosis - Add new / Add to Problem List Specific Setup: A client must be enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Diagnosis' form. Add a new diagnosis record by selecting a diagnosis that has an associated SNOMED code. Select "Yes" in the 'Add to Problem List' field. Submit the form. Access the 'Problem List' form. Click [Enter Problems]. Validate the new diagnosis is included. Click [View - DSM/IDC Code]. Validate a dialog opens with the DSM/IDC code data for the problem. Drag the right-corner of the dialog to resize it. Close out of the dialog. Click [View - System Notes]. Validate the dialog displays the user information for the problem. Close out of the dialog. Click [Close/Cancel]. Close the form.	Topics • Diagnosis • NX