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Avatar NX User Interface Update 2022.08.00 Acceptance Tests

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AV-63468 Summary | Details
User Defined Dictionaries
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Treatment Plan
Scenario 1: Admission (Outpatient) - Admit New Client
Steps
  1. Access the 'Admission (Outpatient)' form.
  2. Enter the desired value in the 'Last Name' field.
  3. Enter the desired value in the 'First Name' field.
  4. Select any value in the 'Sex' field.
  5. Click [Search], [New Client], and [Yes].
  6. Enter any value in the 'Date of Birth' field.
  7. Enter any value in the 'Preadmit/Admission Date' field.
  8. Enter any value in the 'Preadmit/Admission Time' field.
  9. Select any value in the 'Type of Admission' field.
  10. Right-click on the 'Source of Admission' field.
  11. Validate a 'Source of Admission' dialog stating: "Update Dictionary?"
  12. Click [Yes].
  13. Click [New Row].
  14. Enter any value in the 'Dictionary Code' field.
  15. Enter any value in the 'Dictionary Value' field.
  16. Select "Yes" in the 'Active' field.
  17. Select any value in the 'Source Of Admission' field.
  18. Click [Save].
  19. Validate a 'Save successful' dialog stating: "Exiting grid." and click [OK].
  20. Validate the new value is present in the 'Source Of Admission' field.
  21. Right-click on the 'Admitting Practitioner' field.
  22. Validate the browser context menu displays.
  23. Right-click on the 'Treatment Service' field.
  24. Validate nothing happens since this field is disabled.
  25. Populate any required and desired fields.
  26. Click [Submit].
Scenario 2: Treatment Plan - Verify 'Problem List'
Specific Setup:
  • A client must be enrolled in an existing episode and have one or more problems that have been entered in the 'Problem List' form. (Client A)
  • "Client A" has a "Draft" of the 'Treatment Plan' filed (Plan A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Select "Plan A" and click [Edit].
  3. Right-click on the 'Plan Type' field.
  4. Validate a 'Plan Type' dialog stating: "Update Dictionary?"
  5. Click [Yes].
  6. Click [New Row].
  7. Enter any value in the 'Dictionary Code' field.
  8. Enter any value in the 'Dictionary Value' field.
  9. Select "Yes" in the 'Active' field.
  10. Click [Save].
  11. Validate a 'Save successful' dialog stating: "Exiting grid." and click [OK].
  12. Validate the new value is present in the 'Plan Type' field.
  13. Click on any problem in the 'Problem List' grid.
  14. Navigate to the 'DSM/ICD Code' column.
  15. Click [View].
  16. Validate the ICD10 Code item is equal to "Populated with the associated ICD10 code".
  17. Validate the ICD10 Description item is equal to "ICD10 description".
  18. Click [System Notes] - View button.
  19. Validate the 'Action' column is equal to "Action related to the problem".
  20. Validate the 'Date' column is equal to "Action date".
  21. Validate the 'Status' column is equal to "Status of problem".
  22. Validate the 'User' column is equal to "User logged in at time of action".
  23. Validate the 'From' column is equal to "From or option from which the action was created".
  24. Close the form.
Topicss
• Dictionary • NX • Treatment Plan
AV-71918 Summary | Details
Avatar NX - 'Widget Definition'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Widget Definition (PM)
Scenario 1: NX - Widget Definition
Specific Setup:
  • The logged in user must have access to the 'Widget Definition' form.
  • A widget must exist to edit (Widget A).
Steps
  1. Access the 'Widget Definition' form.
  2. Click [Select Widget].
  3. Validate the 'Select Widgets' dialog contains a "Search" field.
  4. Enter "Widget A" in the 'Search' field.
  5. Validate the expected results display.
  6. Select "Widget A" and click [OK].
  7. Validate the form displays the expected data.
  8. Make any desired edits.
  9. Click [Submit].
Topicss
• NX • Widget Definition
AV-74111 Summary | Details
Avatar NX - 'My Calendar' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
Scenario 1: 'My Calendar' Widget - File Progress Notes
Specific Setup:
  • At least 2 clients must be enrolled in an active episode with appointments scheduled (Client A and Client B).
  • User must have the 'My Calendar' widget configured on their myDay view or any associated view.
  • User must have Progress Note forms configured in the 'Appointment Scheduling' tab ('Select Forms') of 'User Definition (User A)
  • "User A" must be associated with a practitioner and have appointments scheduled with "Client A" and "Client B".
  • Must have "Skip Password Entry" enabled in the 'Document Routing Setup' form.
Steps
  1. Navigate to the 'My Calendar' widget.
  2. Access the 'My Activity' hamburger menu.
  3. Validate the 'My Calendar' widget resizes as expected.
  4. Click between the "Month", "Week" and "Day" views and validate they display as expected.
  5. Right click on the appointment for "Client A".
  6. Click [Progress Notes (Group and Individual)]
  7. Validate the 'Select Client' field contains "Client A".
  8. Select any value in the 'Note Type' field.
  9. Validate the 'Practitioner' field contains "Practitioner A".
  10. Populate all required and desired fields.
  11. Click [Submit Note] and [Sign].
  12. Validate the Progress Notes dialog stating "Note filed."
  13. Click [OK].
  14. Right click on the appointment for "Client B".
  15. Click [Progress Notes (Group and Individual)]
  16. Validate the 'Select Client' field contains "Client B".
  17. Select any value in the 'Note Type' field.
  18. Validate the 'Practitioner' field contains "Practitioner A".
  19. Populate all required and desired fields.
  20. Click [Submit Note] and [Sign].
  21. Validate the Progress Notes dialog stating "Note filed."
  22. Click [OK].
  23. Close the 'My Activity' hamburger menu.
  24. Validate the 'My Calendar' widget resizes as expected.
Topicss
• NX • Progress Notes (Group And Individual) • Widgets
AV-79311 Summary | Details
Avatar NX - 'Frequency Code Setup'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
Scenario 1: Frequency Code Setup - Editing a frequency code
Specific Setup:
  • A frequency code must exist in the application (Frequency Code A).
Steps
  1. Access the 'Frequency Code Setup' form.
  2. Select "Edit Existing Code" in the 'Add/Edit Frequency Code' field.
  3. Search for and select "Frequency Code A" in the 'Existing Frequency Code' field.
  4. Select "Yes" in the 'Interval Frequency' field.
  5. Enter any value in the 'Every Nth Hour' field and press the 'Tab' key.
  6. Validate the 'Every Nth Minute' field is disabled.
  7. Validate the 'Times/24 Hours' field contains the appropriate value.
  8. Clear the 'Every Nth Hour' field and press the 'Tab' key.
  9. Validate the 'Every Nth Minute' field is enabled.
  10. Validate the 'Times/24 Hours' field is cleared.
  11. Make any desired changes.
  12. Click [Submit].
  13. Validate that a 'Form Return' dialog stating: "Submitting has completed. Do you wish to return to form?"
  14. Click [No].
Topicss
• Frequency Codes • NX
AV-79381 Summary | Details
Avatar NX - Scheduling Calendar
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • Scheduling Calendar - Find Existing Appointment
Scenario 1: Scheduling Calendar - 'Find Existing Appointment'
Specific Setup:
  • Multiple sites must be defined and have appointments on file for any staff member.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Click [Find Existing Appointments].
  3. Select "All" in the 'Search Sites(s)' field.
  4. Enter any date in the 'Search Start Date' field.
  5. Click [Find New Appointment].
  6. Validate the sites in the 'Search Sites' field are displayed above the list of appointments with a vertical scroll bar.
  7. Select any appointment on the list.
  8. Click [OK].
  9. Verify the selected appointment displays on the calendar date grid.
  10. Click [Dismiss].
Scenario 2: Scheduling Calendar - Find New Appointment
Specific Setup:
  • A client must be enrolled in an existing episode.
  • A staff member must have hours defined for the current date.
  • Multiple sites must be defined and have appointments on file for any staff member.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Click [Find New Appointment].
  3. Click [T] in the 'Search Start Date' field.
  4. Click [Find New Appointment].
  5. Validate a 'Find New Appointment' window is displayed with all available time slots.
  6. Validate the sites in the 'Search Sites' field are displayed above the list of appointments with a vertical scroll bar.
  7. Select any available slot.
  8. Click [OK].
  9. Validate the 'Appointment Details' window is displayed.
  10. Validate the 'Appointment Site' field contains the site selected.
  11. Validate the 'Appointment Date' field contains the current date.
  12. Validate the 'Appointment Start Time' and 'Appointment End Time' fields contain the time selected.
  13. Enter the desired client in the 'Client' field.
  14. Enter the desired value in the 'Service Code' field.
  15. Click [Submit].
  16. Validate the 'Appointment Grid' contains the new appointment.
  17. Click [Dismiss].
Topicss
• NX • Scheduling Calendar
AV-79593 Summary | Details
Avatar NX - 'My Activity' hamburger menu
Scenario 1: NX 'My Activity' hamburger menu - approving To-Do's
Specific Setup:
  • The "Send Draft To-Do to Submitting User" registry setting must be enabled for the 'Treatment Plan' form.
  • A user is defined with an associated staff member (User A).
  • A client is enrolled in and existing episode (Client A).
  • Log in as "User A".
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select any value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Click [Add New Problem].
  7. Populate any required and desired fields.
  8. Click [Return to Plan] and [OK].
  9. Click [Submit].
  10. Access the 'User Menu'.
  11. Select "Preferences" from the 'User Menu'.
  12. Select "Normal" in the 'To Do's' field and click [Save].
  13. Access the 'My Activity' hamburger menu.
  14. Select the 'To Dos' tab.
  15. Take note of the count for the 'To Do's'.
  16. Click [Review To Do Item] for "Client A".
  17. Validate the form opens as expected.
  18. Select "Reviewed" in the 'Set To Do Item to Reviewed' field and click [Submit].
  19. Validate the 'To Do' for "Client A" is no longer present and the count refreshes.
  20. Close the 'My Activity' hamburger menu.
  21. Access the 'Treatment Plan' form.
  22. Enter the desired date in the 'Plan Date' field.
  23. Select any value in the 'Plan Type' field.
  24. Select "Draft" in the 'Treatment Plan Status' field.
  25. Click [Launch Plan].
  26. Click [Add New Problem].
  27. Populate any required and desired fields.
  28. Click [Return to Plan] and [OK].
  29. Click [Submit].
  30. Access the 'User Menu'.
  31. Select "Preferences" from the 'User Menu'.
  32. Select "Slideout" in the 'To Do's' field and click [Save].
  33. Access the 'My Activity' hamburger menu.
  34. Select the 'To Dos' tab.
  35. Take note of the count for the 'To Do's'.
  36. Click [Review To Do Item] for "Client A".
  37. Validate the form slides out as expected.
  38. Select "Reviewed" in the 'Set To Do Item to Reviewed' field and click [Submit].
  39. Validate the 'To Do' for "Client A" is no longer present and the count refreshes.
  40. Close the 'My Activity' hamburger menu.
Topicss
• NX • To-Do's • Treatment Plan
AV-80705 Summary | Details
OE NX - Order Entry Console performance improvements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Home Medications
  • Order Entry Console
Scenario 1: OE NX - Orders This Episode - Create 12 Orders - Validate the Orders
Steps

Internal Testing Only

Scenario 2: OE NX - Home Medications - Create 12 Orders - Validate the Orders
Steps

Internal Testing Only
Topicss
• Medication Reconciliation • NX • Order Entry Console
AV-81129 Summary | Details
Avatar NX - Clinical Document Viewer
Scenario 1: Clinical Document Viewer - View documents for an individual client
Specific Setup:
  • A client has finalized documents (Client A).
Steps
  1. Access the 'Clinical Document Viewer' form.
  2. Select "Individual" in the 'Select All or Individual Client' field.
  3. Enter "Client A" in the 'Select Client' field.
  4. Select "All" in the 'Episode' field.
  5. Enter the desired dates in the 'Start' and 'End' fields.
  6. Click [Process].
  7. Take note of the number of results returned.
  8. Navigate back to the 'Search' section.
  9. Clear out the 'Start' and 'End' fields.
  10. Click [Process].
  11. Validate more results are returned then before.
  12. Select the desired document in the 'Search Results' field.
  13. Click to view the document.
  14. Validate document data is displayed.
  15. Click [Close All Documents].
  16. Navigate back to the "Search" section.
  17. Click [Close].
Topicss
• NX
AV-81152 Summary | Details
Avatar NX - Document Routing
Scenario 1: Progress Notes (Group and Individual) - File an independent note
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • 'Progress Notes (Group and Individual)' must have document routing enabled.
  • A practitioner must be associated with the logged in user (Practitioner A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" and the desired episode.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select a note type from the 'Note Type' field.
  5. Enter any value in the 'Notes' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit Note]
  8. Validate the document is displayed as expected and click [Accept]
  9. Enter the password associated with the logged in user and click [Verify].
  10. Validate a 'Progress Notes' dialog stating: "Note Filed." and click [OK].
  11. Validate the 'Select Client' field is blank.
  12. Close the form.
Scenario 2: '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
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit Note].
  8. 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.
  9. Click [Accept and Route].
  10. Validate the 'Route Document To' dialog is displayed.
  11. Select the "User A" as the 'Approver'.
  12. Click [Submit].
  13. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
  14. Click [OK].
  15. Navigate to the 'My To Do's' widget.
  16. Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A".
  17. Click [Review All].
  18. Validate the 'Documents to Review' opens with all the documents in the left-hand side.
  19. Click the 'Document Preview' icon for "Client A".
  20. Validate the To-Do for "Client A" is highlighted and displays in the 'Document Preview'.
  21. Click [Accept] and [Cancel].
  22. Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" and click [OK].
  23. Click [Review] and validate the document is displayed with the expected data.
  24. Click [Accept] and [Sign].
  25. Enter the password for "User A" in the 'Verify Password' dialog and click [Verify].
  26. Validate the To-Do is no longer displayed.
  27. Access the 'Clinical Document Viewer' form.
  28. Select "Client" in the 'Select All or Individual Client' field.
  29. Select "Client A" in the 'Select Client' field.
  30. Click [Process].
  31. Validate the document for "Client A" displays in the document list.
  32. Click to view the document.
  33. Validate that the document displays the expected data.
  34. Close the form.
Topicss
• Document Routing • NX • Progress Notes (Group And Individual) • To-Do's
AV-81153 Summary | Details
Avatar NX - Quick Actions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - Quick Actions widget
  • Patient Health Questionnaire-9
  • Quick Actions Page
Scenario 1: 'Quick Actions' widget - Validate "Draft" 'Patient Health Questionnaire-9' assessment
Specific Setup:
  • The 'Quick Actions' widget must be on the user's myDay view.
  • The 'Patient Health Questionnaire-9' Quick Action is assigned to the user in 'NX View Definition' form.
  • This is for Avatar NX systems only.
Steps
  1. Select a client and navigate to the 'Quick Actions' widget.
  2. Navigate to the 'Patient Health Questionnaire-9' quick action.
  3. Click [Add].
  4. Select the desired episode in the 'Episode' field.
  5. Validate the 'Assessment Date' field contains the current date.
  6. Validate the 'Assessment Practitioner' field is populated.
  7. Select "Draft" in the 'Assessment Status' field.
  8. Select the desired value in the '1) Little interest or pleasure in doing things' field.
  9. Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
  10. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
  11. Select the desired value in the '4) Feeling tired or having little energy' field.
  12. Select the desired value in the '5) Poor appetite or overeating' field.
  13. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
  14. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
  15. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
  16. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
  17. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
  18. Click [Save].
  19. Verify the action completes successfully.
  20. Validate the 'Patient Health Questionnaire-9' item contains PHQ9 last score and last filed date/time.
Scenario 2: 'Quick Actions' widget - Validate PHQ-2 launches PHQ-A with a score of 4 or more
Specific Setup:
  • A client must be enrolled in an existing episode, be under 18 years old and have a date of birth on file (Client A).
  • The 'Quick Actions' widget must be assigned to user's myDay view.
  • 'Patient Health Questionnaire-2' and 'Patient Health Questionnaire-A' Quick Actions must be assigned in the 'NX View Definition' form.
  • This is for Avatar NX systems only.
Steps
  1. Select "Client A" and navigate to the 'Quick Actions' widget.
  2. Navigate to the 'Patient Health Questionnaire-2' quick action.
  3. Click [Add].
  4. Select the desired episode in the 'Episode' field.
  5. Select "More Than Half The Days" in the 'Little interest or pleasure in doing things?' field.
  6. Select "More Than Half The Days" in the 'Feeling down, depressed, or hopeless?' field.
  7. Click [Save].
  8. Validate the 'Patient Health Questionnaire-A' quick action launches.
  9. Select the desired episode in the 'Episode' field.
  10. Validate the 'Assessment Date' field contains the current date.
  11. Validate the 'Assessment Practitioner' field is populated.
  12. Select "Draft" from the 'Assessment Status' field.
  13. Select the desired value in the '1) Little interest or pleasure in doing things' field.
  14. Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
  15. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
  16. Select the desired value in the '4) Feeling tired or having little energy' field.
  17. Select the desired value in the '5) Poor appetite or overeating' field.
  18. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
  19. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
  20. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
  21. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
  22. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
  23. Click [Save].
  24. Verify the action completes successfully.
  25. Validate the 'Patient Health Questionnaire-2' item contains the PHQ2 last score and last filed date/time.
  26. Validate the 'Patient Health Questionnaire-A' item contains the PHQ9 last score and last filed date/time.
Scenario 3: Quick Actions - Validate the PHQ-9 launches after PHQ-2 with a score of 4 or more
Specific Setup:
  • A client must be enrolled in an existing episode, be 18 years or older and have a date of birth on file (Client A).
  • 'Patient Health Questionnaire-2' and 'Patient Health Questionnaire-9' Quick Actions must be assigned to the user's Client Dashboard in the 'NX View Definition' form.
  • This is for Avatar NX systems only.
Steps
  1. Select "Client A" and access the 'Client Dashboard'.
  2. Navigate to the 'Patient Health Questionnaire-2' quick action.
  3. Click [Add].
  4. Select the desired episode in the 'Episode' field.
  5. Select "More Than Half The Days" in the 'Little interest or pleasure in doing things?' field.
  6. Select "More Than Half The Days" in the 'Feeling down, depressed, or hopeless?' field.
  7. Click [Save].
  8. Validate the 'Patient Health Questionnaire-9' quick action launches.
  9. Select the desired episode in the 'Episode' field.
  10. Validate the 'Assessment Date' field contains the current date.
  11. Validate the 'Assessment Practitioner' field is populated.
  12. Select "Draft" from the 'Assessment Status' field.
  13. Select the desired value in the '1) Little interest or pleasure in doing things' field.
  14. Select the desired value in the '2) Feeling down, depressed, or hopeless' field.
  15. Select the desired value in the '3) Trouble falling or staying asleep, or sleeping too much' field.
  16. Select the desired value in the '4) Feeling tired or having little energy' field.
  17. Select the desired value in the '5) Poor appetite or overeating' field.
  18. Select the desired value in the '6) Feeling bad about yourself - or that you are a failure or have let yourself or your family down' field.
  19. Select the desired value in the '7) Trouble concentrating on things like school work, reading, or watching TV' field.
  20. Select the desired value in the '8) Moving or speaking so slowly that other people could have noticed? Or the opposite - being so fidgety or restless that you were moving around a lot more than usual' field.
  21. Select the desired value in the '9) Thoughts that you would be better off dead, or of hurting yourself in some way?' field.
  22. Select the desired value in the 'If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people?' field.
  23. Click [Save].
  24. Verify the action completes successfully.
  25. Validate the 'Patient Health Questionnaire-2' item contains the PHQ2 last score and last filed date/time.
  26. Validate the 'Patient Health Questionnaire-9' item contains the PHQ9 last score and last filed date/time.
  27. Close the client dashboard.
Scenario 4: Quick Actions - Validate filing PHQ-2 with a score less than 2
Specific Setup:
  • A client must be enrolled in an existing episode, be 18 years or younger and have a date of birth on file (Client A).
  • A client must be enrolled in an existing episode, be 18 years or older and have a date of birth on file (Client B).
  • 'Patient Health Questionnaire-2' Quick Action must be assigned to the user's Client Dashboard in the 'NX View Definition' form.
Steps
  1. Select "Client A" and access the 'Client Dashboard'.
  2. Navigate to the 'Patient Health Questionnaire-2' quick action.
  3. Click [Add].
  4. Select the desired episode in the 'Episode' field.
  5. Select "Not At All" in the 'Little interest or pleasure in doing things?' field.
  6. Select "Several Days" in the 'Feeling down, depressed, or hopeless?' field.
  7. Click [Save].
  8. Validate the 'Patient Health Questionnaire-2' item contains the PHQ2 last score and last filed date/time.
  9. Close the client dashboard.
  10. Select "Client B" and access the 'Client Dashboard'.
  11. Navigate to the 'Patient Health Questionnaire-2' quick action.
  12. Click [Add].
  13. Select the desired episode in the 'Episode' field.
  14. Select "Not At All" in the 'Little interest or pleasure in doing things?' field.
  15. Select "Several Days" in the 'Feeling down, depressed, or hopeless?' field.
  16. Click [Save].
  17. Validate the 'Patient Health Questionnaire-2' item contains the PHQ2 last score and last filed date/time.
  18. Close the client dashboard.
Topicss
• NX • Patient Health Questionnaire • Patient Health Questionnaire - 9 • Patient Health Questionnaire-A • Quick Actions
AV-81184 Summary | Details
'Taper/Titrate' - Custom Administration Time
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Orders This Episode
Scenario 1: OE NX - Admission Medication Reconciliation - Taper/Titrate - Calendar
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Select the ‘Admission Medication Reconciliation’ tab.
  3. Create a Taper/Titrate order with at least 2 steps.
  4. Click [Add to Scratchpad].
  5. Select the second step from the 'Scratchpad'.
  6. Click [Custom] next to the 'Frequency' field.
  7. Verify the 'Custom Administration' dialog is displayed.
  8. Set the first 'Scheduled Administration Time' field to "0900" and press Tab.
  9. Set the second 'Scheduled Administration Time' field to "0900" and press Tab.
  10. Validate a error message is displayed containing 'Administration times cannot be repeated'.
  11. Click [Ok] and click [Save].
  12. Validate 'Start Date' and 'Start Time' fields contain their original values.
Scenario 2: OE NX - Orders This Episode - Taper/Titration - 24-hr - Custom Administration Time
Specific Setup:
  • A client must have an active episode whose program and unit are not configured in the 'External Pharmacy Setup' form. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Create a Taper/Titrate order with 3 steps for a pharmacy-type order code each for 7 days.
  3. Click [Add to Scratchpad].
  4. Select the second step from the 'Scratchpad'.
  5. Click [Custom] next to the 'Frequency' field.
  6. Verify the 'Custom Administration' dialog is displayed.
  7. Set the first 'Scheduled Administration Time' field to "0900" and press Tab.
  8. Set the second 'Scheduled Administration Time' field to "0900" and press Tab.
  9. Validate a error message is displayed containing 'Administration times cannot be repeated'.
  10. Click [Ok] and click [Save].
  11. Validate 'Start Date' and 'Start Time' fields contain their original values.
Topicss
• NX • Order Entry Console
AV-81245 Summary | Details
Avatar NX - Widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
  • HomeView.Financial Eligibility widget
  • Batch Creation
  • Close Batch
Scenario 1: 'Financial Eligibility' widget - Validate client data
Specific Setup:
  • User must have the 'Financial Eligibility' widget configured on a view.
  • Have two clients (Client A and Client B).
  • "Client A" is admitted in an active episode and has financial eligibility information filed in the 'Financial Eligibility' form. (Guarantor A)
  • "Client B" is not admitted in any active episode.
Steps
  1. Select "Client B" and navigate to the 'Financial Eligibility' widget.
  2. Validate the widget displays no information for "Client B", as expected.
  3. Select "Client A" and navigate to the 'Financial Eligibility' widget.
  4. Validate the 'Financial Eligibility' widget refreshes and displays financial eligibility information filed for "Client A", as expected.
  5. Select "Guarantor A".
  6. Validate the 'Financial Eligibility' form launches populated with the appropriate data.
  7. Close the form.
  8. Select "Client B" and navigate to the 'Financial Eligibility' widget.
  9. Validate the "Financial Eligibility" widget refreshes and displays no information for "Client B", as expected.
  10. Repeat steps 2 and 3 again.
  11. Validate results are as expected.
Scenario 2: Validate the 'Open Batches' widget opens the correct form when selecting 'Edit' or 'Close'
Specific Setup:
  • The 'Open Batches' widget must be assigned to user's view.
Steps
  1. Access the 'Batch Creation' form.
  2. Enter any value in the 'Select Batch' field.
  3. Click [New Batch].
  4. Validate a 'Batch' dialog stating: "Auto Assign Next ID Number?"
  5. Click [Yes].
  6. Enter any value in the 'Total Entries' field.
  7. Enter any value in the 'Total Charges' field.
  8. Click [Submit].
  9. Navigate to the 'Open Batches' widget.
  10. Validate the batch created in the previous step is present.
  11. Click [Edit].
  12. Validate the 'Batch Creation' form opens with the corresponding data.
  13. Click [Discard].
  14. Click [Close].
  15. Validate the 'Close Batch' form opens with the corresponding data.
  16. Click [Discard].
Topicss
• NX • Widgets
AV-81398 Summary | Details
Avatar OE - OTE - Order Group Dialog
Scenario 1: OE NX - Orders This Episode - Order group - One Of Each Order Type - Without NADEAN Required Order
Specific Setup:
  • Avatar OE 2022 Update 64 is required in order to utilize full functionality.
  • An order group with a large number of orders, all of which have a defaulted frequency, configured through the 'Order Group Setup' form, must exist. (Order Group A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. In the 'New Order' field search for and select "Order Group A".
  3. Click [Select All].
  4. Validate all orders in the order group are checked and the order details are shown.
  5. Validate that the defaulted information, for all orders, is displayed correctly.
Topicss
• Medication Order • NX
AV-81468 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
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field' field.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit Note].
  8. 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.
  9. Click [Accept and Route].
  10. Validate the 'Route Document To' dialog is displayed.
  11. Select the "User A" as the 'Approver'.
  12. Click [Submit].
  13. Validate a 'Progress Notes' dialog is displayed stating: "Note Filed."
  14. Click [OK].
  15. Navigate to the 'My To Do's' widget.
  16. Validate there is a To-Do's for the 'Progress Notes (Group and Individual)' form for "Client A".
  17. Click [Review All].
  18. Validate the 'Documents to Review' opens with all the documents in the left-hand side.
  19. Click the 'Document Preview' icon for "Client A".
  20. Validate the To-Do for "Client A" is highlighted and displays in the 'Document Preview'.
  21. Click [Accept] and [Cancel].
  22. Validate an 'Unsaved Changes' dialog stating: "You have unsaved changes would you like to continue?" and click [OK].
  23. Click [Review] and validate the document is displayed with the expected data.
  24. Click [Accept] and [Sign].
  25. Enter the password for "User A" in the 'Verify Password' dialog and click [Verify].
  26. Validate the To-Do is no longer displayed.
  27. Access the 'Clinical Document Viewer' form.
  28. Select "Client" in the 'Select All or Individual Client' field.
  29. Select "Client A" in the 'Select Client' field.
  30. Click [Process].
  31. Validate the document for "Client A" displays in the document list.
  32. Click to view the document.
  33. Validate that the document displays the expected data.
  34. Close the form.
Topicss
• Document Routing • NX • To-Do's
AV-81558 Summary | Details
Avatar NX - TDE grids
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • State Of Illinois ILSR File Response Authorizations Setup
Scenario 1: State of Illinois ILSR File Response Authorization Setup - validate service codes display
Specific Setup:
  • A service code must be defined (Code A).
Steps
  1. Access the 'State of Illinois ILSR File Response Authorization' form.
  2. Click [Eligibility Group Definitions].
  3. Click [New Row].
  4. Double click the 'Service Code(s)' field.
  5. Validate no results display.
  6. Click [Cancel].
  7. Validate the 'Service Code(s)' field is cleared and highlighed.
  8. Enter "Code A" in the 'Service Code(s)' field and press the 'Enter' key.
  9. Validate the expected result displays and is selected.
  10. Click [Cancel].
  11. Validate the 'Service Code(s)' field is cleared and highlighed.
  12. Enter the desired value in the 'Service Code(s)' field and press the 'Enter' key.
  13. Select any value from the 'Service Code(s)' field.
  14. Click [OK].
  15. Validate the corresponding codes display in the 'Service Code(s)' field.
  16. Enter "Code A" in the 'Service Code(s)' field and press the 'Enter' key.
  17. Validate the expected result displays and is selected.
  18. Click [OK].
  19. Double click the 'Service Code(s)' field.
  20. De-select the value and click [OK].
  21. Validate the 'Service Code(s)' field is cleared and highlighted.
  22. Double click the 'Service Code(s)' field.
  23. Validate no results display.
  24. Close the form.
Topicss
• NX
AV-81568 Summary | Details
Avatar NX - 'Note to Self' Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Note to Self Widget
Scenario 1: 'Note to Self' widget - Validate the note created, updated, deleted and moved as expected
Specific Setup:
  • The 'Note To Self' widget is available on the logged in user's myDay view.
Steps
  1. Access the 'Note To Self' widget.
  2. Click [Add New Note].
  3. Add desired notes in the 'Create a new reminder' field.
  4. Click [Save].
  5. Validate the created note displays as expected.
  6. Click [Add New Note].
  7. Add desired notes in the 'Create a new reminder' field.
  8. Click [Save].
  9. Validate the created note displays as expected.
  10. Click [Add New Note].
  11. Add desired notes in the 'Create a new reminder' field.
  12. Click [Save].
  13. Validate the created note displays as expected.
  14. Select desired note.
  15. Click [Edit] and edit as desired.
  16. Validate 'Edit' functions as expected.
  17. Click [Save].
  18. Validate the updated note displays as expected.
  19. Select desired note.
  20. Click [Delete].
  21. Validate the note has been deleted.
  22. Drag and drop an existing note to a new location.
  23. Validate the note moved to desired location.
  24. Select the last note.
  25. Click [Move selected note to top].
  26. Validate the desired note moves as expected.
  27. Select the first note.
  28. Click [Move selected note to bottom].
  29. Validate the desired note moves as expected.
  30. Select desired note.
  31. Click [Move selected note up].
  32. Validate the desired note moves as expected.
  33. Select desired note.
  34. Click [Move selected note down].
  35. Validate the desired notes moves as expected.
  36. Set the 'Search' field to a desired note.
  37. Validate 'Search' functions as expected.
  38. Clear the 'Search' field.
  39. Validate the 'NOTE TO SELF' widget displays all the notes available.
Topicss
• NX • Widgets
AV-81783 Summary | Details
Avatar NX - 'My To Do's' widget
Scenario 1: 'Review Results' To Do's - validate client data
Specific Setup:
  • Must be three clients enrolled in existing episodes and have lab orders entered (Client A, Client B, and Client C).
  • User has the 'My To Do's' widget on their home view (Staff A).
  • Results have been entered via form 'Results Entry' for clients "Client A", "Client B" and "Client C" and then reviewed with notification To Do's sent to "Staff A" via the 'Review Results' form.
Steps
  1. Log in as "Staff A".
  2. Navigate to the 'My To Do's' widget.
  3. In the 'Results To Review' column, validate that the "Results" To Do's generated in the preconditions for "Client A", "Client B" and "Client C", are present.
  4. Click [Review Results] for "Client A".
  5. Validate the value's displayed in each column in the 'Results to Review' screen, are as expected for "Client A".
  6. Click [Cancel].
  7. Click [Review Results] for "Client B".
  8. Validate the value's displayed in each column in the 'Results to Review' screen, are as expected for "Client B".
  9. Click [Cancel].
  10. Click [Review Results] for "Client C".
  11. Validate the value's displayed in each column in the 'Results to Review' screen, are as expected for "Client C".
  12. Click [Cancel].
Topicss
• NX • To-Do's
AV-81870 Summary | Details
Avatar NX - Client Header
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • View Definition
Scenario 1: Validate CCDs display in the All Documents widget
Specific Setup:
  • This scenario is for Avatar NX systems only.
  • A client must be defined and have a CCD on file (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
Steps
  1. Select "Client A" and access the 'All Documents' view.
  2. Validate the 'Client Information' header is aligned with the widgets.
  3. Close the sidebar.
  4. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  5. Close the 'All Docs' menu
  6. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  7. Open the sidebar.
  8. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  9. Select the 'My Activity' menu.
  10. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  11. Select the "Documents" section.
  12. Validate a 'Continuity of Care Document' record is displayed and select it.
  13. Validate the CCD displays in the 'Console Widget Viewer'.
  14. Click [Close All].
  15. Select the 'My Activity' menu.
  16. Validate the view resizes and the 'Client Information' header aligns with the widgets.
Scenario 2: Avatar NX - "View Definition" functionality validations
Specific Setup:
  • Have two views defined in the 'View Definition' form that each contain one or more widgets on the view (View A and View B).
  • "View B" must have customization disabled through the 'View Definition' form.
  • A user must be defined and have both "View A" and "View B" on their myDay view (User A).
  • "User A" must have access to the 'View Definition' form.
  • Must be logged in as "User A".
Steps
  1. Access the 'View Definition' form.
  2. Click [Select View].
  3. Select "View A" in the 'Select Views' field.
  4. Click [Launch View Designer].
  5. Drag and drop widgets between the 'Available Widgets' and 'Assigned Widgets' columns.
  6. Validate widget are moved as expected.
  7. Drag and drop a widget from the 'Assigned Widgets' and the widget layout view area.
  8. Validate the widget is moved successfully.
  9. Click [Include Client Information header in view].
  10. Click [Submit] and submit the form.
  11. From the 'myDay' view, navigate to "View B" and click back to "View A".
  12. Validate the 'Client Information' header is aligned with the widgets.
  13. Close the sidebar.
  14. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  15. Open the sidebar.
  16. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  17. Select the 'My Activity' menu.
  18. Select the 'Customize Toggle' button.
  19. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  20. Select the 'View/Add Widgets' tab and click [Reload View] and [Yes].
  21. Validate layout reflects changes done in the 'View Definition' form.
  22. While in 'Customize View', remove one or more widgets from the view.
  23. From the right side panel, drag-and-drop them back to the layout.
  24. Validate the widget is returned to the layout as expected.
  25. Select "View B" and validate the 'Customize Toggle' is disabled.
  26. Select the 'Customize Toggle' button to ensure it is still disabled.
  27. Verify the 'Reload Menu' button exists.
  28. Close the menu.
  29. Validate the view resizes and the 'Client Information' header aligns with the widgets.
Scenario 3: Avatar NX - "View Definition" functionality validations (POV view)
Specific Setup:
  • Must have 2 users for testing (User A) and (User B).
  • Users have a view that's a POV with the 'Client Information' header (View A) and one that is not a POV (View B) with customization enabled.
Steps
  1. Login as "User A".
  2. Navigate to "View A".
  3. Validate the 'Client Information' header is aligned with the widgets.
  4. Close the sidebar.
  5. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  6. Open the sidebar.
  7. Validate the view resizes and the 'Client Information' header aligns with the widgets.
  8. Select the 'Customize Toggle' button and the 'My Activity' menu.
  9. Select the 'View/Add Widgets' tab.
  10. Remove some widgets from the view.
  11. Select the 'Customize Toggle' button and the 'My Activity' menu.
  12. Access the 'View Definition' form.
  13. Click [Select View].
  14. Select "View A" in the 'Select Views' field and click [OK].
  15. Select "No" in the 'Allow User To Customize View' field.
  16. Click [Submit] and [No].
  17. Validate "View A" opens after the form closes.
  18. Log out.
  19. Login as "User B".
  20. While on the "View B" select the 'Customize Toggle' button.
  21. Navigate to "View A".
  22. Validate the 'Customize Toggle' button is disabled.
  23. Navigate back to "View B".
  24. Access the 'View Definition' form.
  25. Click [Select View].
  26. Select "View A" in the 'Select Views' field and click [OK].
  27. Remove a widget that was visible for "User A".
  28. Click [Submit], [Submit], and [No].
  29. Validate "View B" is open after the form closes.
  30. Navigate to "View A".
  31. Select the 'My Activity' menu.
  32. Select the 'View/Add Widgets' tab.
  33. Click [Reload View] and [Yes].
  34. Validate the widget no longer displays.
  35. Logout.
  36. Login as "User A" and navigate to "View A".
  37. Select the 'My Activity' menu and the 'View/Add Widgets' tab.
  38. Click [Reload View] and [Yes].
  39. Validate the widget removed by "User B" is no longer present and all previously removed widgets by "User A" are displayed.
  40. Close the menu.
Topicss
• NX • View Definition • Widgets
AV-81989 Summary | Details
Avatar NX - 'Hospitalizations and Surgeries'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Dynamic Form - Admission - Client
  • Hospitalizations and Surgeries
Scenario 1: Validate filing 'Hospitalizations and Surgeries' form
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Hospitalizations and Surgeries' form.
  2. Verify "All" is selected in the 'Filter by Classification' field.
  3. Click [New Row]. The "Hospital Data" grid is enabled for a new row of data to be entered.
  4. Verify "Reason Code" is a required field.
  5. Press the 'Enter' key a couple times on the 'When' field.
  6. Validate no new rows are added.
  7. Press the 'Enter' key a couple of times on the 'Where' field.
  8. Validate no new rows are added.
  9. Select a value from the 'Reason Code' field.
  10. Verify 'Filter by Classification' is a required field and contains the following values:
  11. "Medical"
  12. "Substance Abuse"
  13. "Psychiatric".
  14. Select "Medical" in the 'Filter by Classification' field.
  15. Enter any value in the 'Notes' field.
  16. Verify the 'When' field is not required.
  17. Enter text (up to maximum of 40 alphanumeric characters) in the 'When' field.
  18. Verify the 'Where' field is not required.
  19. Enter text (up to maximum of 40 alphanumeric characters) in the 'Where' field.
  20. Click [Submit].
  21. Select "Client A" and access the 'Hospitalizations and Surgeries' form.
  22. Verify the previously entered data displays in the 'Hospital Data' field.
  23. Close the form.
Topicss
• Hospitalizations and Surgeries • NX
AV-82025 Summary | Details
OE NX - Home Medications - PDMP
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 - HM - PDMP
Specific Setup:
  • Avatar OE 2022 Update 48, Avatar NX Release 2022.08.00 and OrderConnect v18.15 are required for full functionality
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Click the 'PDMP' link.
  4. Validate the information displays correctly.
Topicss
• NX • Order Entry Console
AV-82065 Summary | Details
eMAR NX - iButton
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Orders This Episode
Scenario 1: Specimen Collection of a Lab order with collection times.
Specific Setup:
  • Avatar eMAR 2021 Update 31, Avatar eMAR 27,and RADplus Client Update 3201-002 are required to utilize full functionality.
  • The 'RADplus->General->->->Modify "Client" Terminology' registry setting must be set to "Patient^Patients^Patient(s)". Please note that this registry setting can only be configured by Netsmart Staff.
  • The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2".
  • The following extended attributes must be set in the eMAR Tabled Files for the '(10000) Administration Event' dictionary:
  • '(10002) Successful Administration' = "Yes"
  • '(10016) Additional Attempts Planned' = "No and DC OTO Order"
  • '(10018) Add Reason Dictionary To Comments' = "Yes"
  • '(10019) Require Comments' = "No"
  • Must have a value entered in the '(10020) Event Reason' dictionary. (Test 2)
  • Please log out and back in doing the configuration above.
  • Must have a Lab-type order code with the following information: a 'Default Duration (Hours)' of "48" and the following entered in 'External Lab Definition': 'Lab Vendor Name' = an 'eVendor', 'Specimen Type' = "Blood", 'Specimen Container' = "Blood Culture Bottles", 'Collection Volume' = "150", and 'Collection Volume Units of Measure' = "mL". This is done in 'Order Code Setup'. (CBC)
  • Must have a 'Frequency Code' with administration times of "09:00 AM" and "09:00 PM". (Twice a day)
  • The staff member associated to the user logged in must be assigned staff credentials via the 'Practitioner Enrollment' form.
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "CBC" in the 'New Order' field.
  3. Select "Twice a day" from the 'Frequency' field.
  4. Validate the 'Start Date' field contains the current date.
  5. Set the 'Start Time' field to "12:00 AM".
  6. Click [Add to Scratchpad] and [Sign].
  7. Access the 'eMAR' widget.
  8. Validate the label next to "Client A's" name is "Patient".
  9. Select the 'Lab orders' tab.
  10. Validate that an order for "Complete Blood Count" is displayed with "TWICE A DAY" in large font with hours of administration of "0900" and "2100" under the current date.
  11. Validate the 'Ordering Practitioner' contains the staff member name of the user who is logged into the application and their staff credentials in the 'Order Description' field.
  12. Select the "0900" cell and click [Administer].
  13. Validate the 'Order Acknowledgement' dialog displays.
  14. Validate the label next to "Client A's" name in the 'Order Acknowledgement' dialog is "Patient".
  15. Validate the 'Order Acknowledgement' dialog contains the top order description portion of the dialog with a 'Frequency' value of "TWICE A DAY" that is the same size font as the rest of the information.
  16. Validate the 'Acknowledged by' field contains the staff member name of the user who is logged into the application and their staff credentials in the 'Order Acknowledgement' dialog.
  17. Click [OK].
  18. Validate the 'Patient Education' dialog displays.
  19. Validate the label next to "Client A's" name in the 'Patient Education' dialog is "Patient".
  20. Validate the 'Patient Education' dialog contains the top order description portion of the dialog with a 'Frequency' value of "TWICE A DAY" that is the same size font as the rest of the information.
  21. Validate the 'Education by' field contains the staff member name of the user who is logged into the application and their staff credentials in the 'Patient Education' dialog.
  22. Select "Yes" in the 'Education Performed' field and click [OK].
  23. Validate the 'Specimen Collection' dialog is displayed.
  24. Validate the label next to "Client A's" name is "Patient".
  25. Select any value in the 'Specimen Type' field. (ex. Blood)
  26. Select any value in the 'Fasting' field. (ex. Yes)
  27. Select "No" in the 'Patient Refused' field.
  28. Select any value in the 'Specimen Container' field. (ex. Blood Culture Bottles)
  29. Select any value in the 'Collection Site' field. (ex. Right antecubital)
  30. Enter any value in the 'Collection Volume' field. (ex. 100)
  31. Enter any value in the 'Collection Volume Units of Measure' field. (ex. mL)
  32. Validate the 'Collection Date' field contains the current date.
  33. Validate the 'Collection Time' field contains the current time.
  34. Validate the 'Collected By' field contains the staff member name of the user who is logged into the application and their staff credentials in the 'Specimen Collection' dialog.
  35. Check the 'Accept specimen collection entered' checkbox and click [OK].
  36. Validate the 'Collection Time' is displayed in the first cell under the current date.
Topicss
• NX
AV-82133 Summary | Details
Treatment Plan - Intervention Assigned Services
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Treatment Plan
  • Create New Treatment Plan
Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality
Specific Setup:
  • Client must be admitted to an active episode. (Client A).
  • Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Set the 'Plan Date' field to the current date.
  4. Select any value in the 'Plan Type' field.
  5. Select any value from 'Problem List'.
  6. Enter any value in the 'Strengths' field.
  7. Enter any value in the 'Weakness' field.
  8. Enter any value in the 'Discharge Planning' field.
  9. Select "Draft" in the 'Draft/Final' field.
  10. Click [Launch Plan].
  11. Select the problem from the 'Tree View'.
  12. Select any value from the 'Status' field.
  13. Click [Add New Goal].
  14. Enter any value in the 'Goal' field.
  15. Select any value from the 'Status' field.
  16. Click [Add New Objective].
  17. Enter any value in the 'Objective' field.
  18. Select any value from the 'Status' field.
  19. Click [Add New Intervention].
  20. Enter any value in the 'Intervention' text field.
  21. Select any value from the 'Status' field.
  22. Click [Add Service] in the 'Assigned Services' field.
  23. Populate the 'Service Program' field.
  24. Enter a search value in the 'Service Code' field to bring up the listing of service code values.
  25. Select any service code.
  26. Validate the service code field is populated as expected in the 'Service Code' field.
  27. Select any value in the 'Frequency' field.
  28. Select any value in the 'Duration' field.
  29. Click [Return To Plan].
  30. Click [Submit].
  31. Validate the plan submits successfully.
  32. Select "Client A" and access the 'Treatment Plan' form.
  33. Click to edit the row just submitted.
  34. Click [Launch Plan].
  35. Click the 'Interventions' item on the plan tree
  36. Click [Add New Intervention].
  37. Enter any value in the 'Intervention' text field.
  38. Select any value from the 'Status' field.
  39. In the 'Assigned Services' grid, click [Copy Service].
  40. In the 'Add Services From Other Intervention's' dialog, choose the service added in the intervention previous submitted.
  41. Click [Copy].
  42. Validate the 'Assigned Services' grid columns are populated with the service information, as expected.
  43. Select the 'Assigned Services' row just added.
  44. Click the [Delete Service] button.
  45. Validate the service row is removed from the 'Assigned Services' grid, as expected.
  46. Click [Return to Plan].
  47. Click [Submit].
  48. Validate the plan submits successfully.

Scenario 2: Treatment Plan Copy (Interventions) - "Assigned Services" grid functionality
Specific Setup:
  • Client must be admitted to an active episode. (Client A).
  • Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled.
  • A copy must exist of the 'Treatment Plan' form (Treatment Plan Copy).
Steps
  1. Select "Client A" and access the 'Treatment Plan Copy' form.
  2. Click [Add].
  3. Set the 'Plan Date' field to the current date.
  4. Select any value in the 'Plan Type' field.
  5. Select any value from 'Problem List'.
  6. Enter any value in the 'Strengths' field.
  7. Enter any value in the 'Weakness' field.
  8. Enter any value in the 'Discharge Planning' field.
  9. Select "Draft" in the 'Draft/Final' field.
  10. Click [Launch Plan].
  11. Select the problem from the 'Tree View'.
  12. Select any value from the 'Status' field.
  13. Click [Add New Goal].
  14. Enter any value in the 'Goal' field.
  15. Select any value from the 'Status' field.
  16. Click [Add New Objective].
  17. Enter any value in the 'Objective' field.
  18. Select any value from the 'Status' field.
  19. Click [Add New Intervention].
  20. Enter any value in the 'Intervention' text field.
  21. Select any value from the 'Status' field.
  22. Click [Add Service] in the 'Assigned Services' field.
  23. Populate the 'Service Program' field.
  24. Enter a search value in the 'Service Code' field to bring up the listing of service code values.
  25. Select any service code.
  26. Validate the service code field is populated as expected in the 'Service Code' field.
  27. Select any value in the 'Frequency' field.
  28. Select any value in the 'Duration' field.
  29. Click [Return To Plan].
  30. Click [Submit].
  31. Validate the plan submits successfully.
  32. Select "Client A" and access the 'Treatment Plan Copy' form.
  33. Click to edit the row just submitted.
  34. Click [Launch Plan].
  35. Click the 'Interventions' item on the plan tree
  36. Click [Add New Intervention].
  37. Enter any value in the 'Intervention' text field.
  38. Select any value from the 'Status' field.
  39. In the 'Assigned Services' grid, click [Copy Service].
  40. In the 'Add Services From Other Intervention's' dialog, choose the service added in the intervention previous submitted.
  41. Click [Copy].
  42. Validate the 'Assigned Services' grid columns are populated with the service information, as expected.
  43. Select the 'Assigned Services' row just added.
  44. Click the [Delete Service] button.
  45. Validate the service row is removed from the 'Assigned Services' grid, as expected.
  46. Click [Return to Plan].
  47. Click [Submit].
  48. Validate the plan submits successfully.
Topicss
• NX • Treatment Plan
AV-82268 Summary | Details
OE NX - iButton - Orders This Episode
Scenario 1: OE NX - iButton - Orders This Episode
Specific Setup:
  • The 'RADplus->System Security->User Definition->->->Two-Factor Authentication Method' registry setting must be set to "iButton".
  • Please log out of the application and log back in after completing the above configuration.
  • The logged in user must both require validation and must be allowed to validate orders.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A", access the Order Entry Console, and plug in the iButton.
  2. Search for and select "TYLENOL (ACETAMINOPHEN) 325 MG CAPSULE, LIQUID FILLED ORAL" from the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad], [Final Review], and [Sign].
  4. Select the "Tylenol" order created from the 'Order grid' and click [Validate].
  5. Validate the "Tylenol" order has been validated.
  6. Search for and select "PREDNISONE 1 MG TABLET ORAL" from the 'New Order' field.
  7. Populate all required fields and click [Add to Scratchpad], [Final Review] and [Sign].
  8. Unplug the iButton.
  9. Select the "Prednisone" order in the 'Order grid' and click [Validate]
  10. Validate a message is displayed stating "Two-Factor Authentication failed. This can happen if the logged-in user is not assigned a Two-Factor Authentication token or if the correct Two-Factor Authentication token is not present. Filing is canceled. Please insert your assigned Two-Factor Authentication token and try again." and click [OK].
Topicss
• NX • Order Entry Console
AV-82271 Summary | Details
OE NX - Pre-admit mode
Scenario 1: OE NX - Admission Reconciliation for Pre Admit client - Admission and Activation
Specific Setup:
  • The 'External Pharmacy Setup' form must not have any external pharmacies filed.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' registry setting must be set to "Y"
  • Please log out and log back in after completing the above configuration.
  • Must have an order group that contains an order code for "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE". (Order Group A)
  • Order Code "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" must have the 'Enable Sliding Scale Insulin Instructions' field checked in the 'Order Code Setup' form
  • A client must have an active pre-admit 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 client must have a discharged Inpatient episode and an active Pre-Admit episode. (Client B)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
  3. Click [SSI].
  4. Validate the 'Sliding Scale Instructions' dialog displays and click [New Row].
  5. Set the 'Blood Glucose From' cell to "0".
  6. Set the 'Blood Glucose Up To' cell to "99".
  7. Set the 'Units Before Breakfast' cell to "1".
  8. Set the 'Units Before Lunch' cell to "1".
  9. Set the 'Units Before Dinner' cell to "1".
  10. Click [New Row].
  11. Set the 'Blood Glucose From' cell to "100".
  12. Set the 'Blood Glucose Up To' cell to "199".
  13. Set the 'Units Before Breakfast' cell to "2".
  14. Set the 'Units Before Lunch' cell to "2".
  15. Set the 'Units Before Dinner' cell to "2" and click [Save].
  16. Select "As Needed" in the 'Freq' field.
  17. Set the 'Duration' field to 12 and click [Days].
  18. Click [Add to Scratchpad].
  19. Validate the 'Scratchpad' contains the order for "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/12/2099".
  20. Click [Sign].
  21. Validate the 'Order grid' contains the order for "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/12/2099".
  22. Search for and select "LASIX 20 MG TABLET ORAL" in the 'New Order' field.
  23. Click the [My Favorites - Star].
  24. Click [Refresh Orders].
  25. Click 'My Favorites' and select the order code for "LASIX 20 MG TABLET ORAL" that was just added and click [Add to Scratchpad].
  26. Click the order for "LASIX 20 MG TABLET ORAL" in the 'Scratchpad'.
  27. Populate all required fields and click [Update Order].
  28. Validate the 'Scratchpad' contains the order for "LASIX 20 MG TABLET ORAL 1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  29. Click [Sign].
  30. Validate the 'Interactions' dialog is displayed.
  31. Override all interactions and click [Save Override and Exit].
  32. Validate the 'Order grid' contains the order for "LASIX 20 MG TABLET ORAL 1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  33. Search for and select "Order Group A" in the 'New Order' field.
  34. Validate that the 'Order Group' dialog is displayed.
  35. Select the order code for "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE".
  36. Set the 'Dose' field to "1".
  37. Select "Capsule" in the 'Dose Unit' field.
  38. Select "TWICE A DAY" in the 'Freq' field.
  39. Set the 'Duration' field to "10" and click [Doses].
  40. Validate the 'Start Date' field contains "01/01/2099".
  41. Validate the 'Start Time' field contains the current time.
  42. Click [Add to Scratchpad].
  43. Select the order in the 'Scratchpad'.
  44. Validate the 'Dose' field contains "1".
  45. Validate the 'Dose Unit' field contains "Capsule".
  46. Validate the 'Duration' field contains "10" and [Doses] is selected.
  47. Click [Update Order].
  48. Validate the 'Scratchpad' contains the order for "KADIAN" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/05/2099".
  49. Click [Sign].
  50. Validate the 'Order grid' contains the order for "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE(Schedule II)" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/05/2099".
  51. Search for and select "PREDNISONE 20 MG TABLET ORAL" in the 'New Order' field.
  52. Click [TAPER/TITRATE].
  53. Click [Add Step] twice.
  54. Validate the 2nd 'Order Description and strength' contains "PREDNISONE (20 MG)".
  55. Set the 1st 'Dose' field to "3".
  56. Select "Tablet" in the 1st 'Dose Unit' field.
  57. Select "3" in the 1st 'Days' field.
  58. Select "3 TIMES A DAY" in the 1st "Freq" field.
  59. Validate the 3rd 'Order Description and strength' contains "PREDNISONE (20 MG)".
  60. Set the 2nd 'Dose' field to "2".
  61. Select "Tablet" in the 2nd 'Dose Unit' field.
  62. Select "3" in the 2nd 'Days' field.
  63. Select "TWICE A DAY" in the 2nd "Freq" field.
  64. Validate the 4th 'Order Description and strength' contains "PREDNISONE (20 MG)".
  65. Set the 3rd 'Dose' field to "1".
  66. Select "Tablet" in the 3rd 'Dose Unit' field.
  67. Select "3" in the 3rd 'Days' field.
  68. Select "DAILY" in the 3rd "Freq" field.
  69. Click [Add to Scratchpad].
  70. Validate that the 'Scratchpad' contains the following orders:
  71. "PREDNISONE 20 MG TABLET 1 TABLET, DAILY" with a 'Start Date' of "01/07/2099" and a "Stop Date" of "01/09/2099".
  72. "PREDNISONE 20 MG TABLET 2 TABLET, TWICE A DAY" with a 'Start Date' of "01/04/2099" and a "Stop Date" of "01/06/2099".
  73. "PREDNISONE 20 MG TABLET 3 TABLET, 3 TIMES A DAY" with a 'Start Date' of "01/01/2099" and a "Stop Date" of "01/03/2099".
  74. Click [Sign].
  75. Validate that an 'Interactions' dialog is displayed.
  76. Override all interactions and click [Save Override and Exit].
  77. Validate the 'Order grid' contains the three orders for "PREDNISONE", the order for "KADIAN", the order for "LASIX" and the order for "HUMALOG".
  78. Select the orders for "KADIAN", "LASIX" and "ADVIL" and click [Copy].
  79. Validate a message is displayed stating: "Do you want the new orders to default to START AFTER the original orders end? (The alternative is to have the new orders default to start now.) ".
  80. Click [Yes].
  81. Validate the 'Scratchpad' contains an order for "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION AS NEEDED" with a 'Start Date' of "01/13/2099" and a 'Stop Date' of "01/24/2099".
  82. Select the order for "KADIAN 100 MG CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" in the 'Scratchpad'.
  83. Set the 'Duration' field to "10" and click [Doses].
  84. Click [Update Order].
  85. Validate that the 'Scratchpad' contains the order for "KADIAN 100 MG CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/05/2099" and a 'Stop Date' of "01/10/2099".
  86. Validate the 'Scratchpad' contains an order for "LASIX 20 MG TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/11/2099" and a 'Stop Date' of "01/20/2099".
  87. Click [Sign].
  88. Validate an 'Interactions' dialog is displayed.
  89. Override all interactions and click [Save Override and Exit].
  90. Validate the 'Order grid' contains the new orders for:
  91. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "01/13/2099" and a 'Stop Date' of "01/24/2099".
  92. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/11/2099" and a 'Stop Date' of "01/20/2099".
  93. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/05/2099" and a 'Stop Date' of "01/10/2099".
  94. Select the original orders for "HUMALOG", "LASIX" and "KADIAN" that have a 'Start Date' of "01/01/2099" and click [Copy].
  95. Validate a message is displayed stating: "Do you want the new orders to default to START AFTER the original orders end? (The alternative is to have the new orders default to start now.)".
  96. Click [No].
  97. Validate the 'Scratchpad' contains an order for "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION AS NEEDED" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/12/2099".
  98. Validate that the 'Scratchpad' contains the order for "KADIAN 100 MG CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/05/2099".
  99. Validate the 'Scratchpad' contains an order for "LASIX 20 MG TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  100. Click [Sign].
  101. Validate an 'Interactions' dialog is displayed.
  102. Override all interactions and click [Save Override and Exit].
  103. Validate the 'Order grid' contains the following orders:
  104. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/12/2099".
  105. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  106. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/05/2099".
  107. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "01/13/2099" and a 'Stop Date' of "01/24/2099".
  108. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/11/2099" and a 'Stop Date' of "01/20/2099".
  109. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/05/2099" and a 'Stop Date' of "01/10/2099".
  110. "PREDNISONE 20 MG ORAL 1 Tablet, Daily" with 'Addl Instructions' of "Step 3 of 3 steps", a 'Start Date' of "01/07/2099" and a 'Stop Date' of "01/09/2099".
  111. "PREDNISONE 20 MG ORAL 2 Tablet, TWICE A DAY" with 'Addl Instructions' of "Step 2 of 3 steps", a 'Start Date' of "01/04/2099" and a 'Stop Date' of "01/06/2099".
  112. "PREDNISONE 20 MG ORAL 3 Tablet, 3 TIMES A DAY" with 'Addl Instructions' of "Step 1 of 3 steps", a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/03/2099".
  113. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/05/2099".
  114. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  115. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/12/2099".
  116. Select "Client B" and access the Order Entry Console.
  117. Search for and select "KLONOPIN 1 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
  118. Set the 'Dose' field to "1".
  119. Select "Tablet" in the 'Dose Unit' field.
  120. Select "TWICE A DAY" in the 'Freq' field.
  121. Click [Add to Scratchpad]
  122. Validate the 'Scratchpad' contains the order for "KLONOPIN 1 MG TABLET (Schedule IV) 1 Tablet, TWICE A DAY"
  123. Validate that the 'Episode' field contains "Episode #3" and that it is for a 'Pre-admit' program.
  124. Click the 'Home Medications' tab.
  125. Click the 'Orders This Episode' tab.
  126. Validate the 'Scratchpad' contains the order for "KLONOPIN 1 MG TABLET (Schedule IV) 1 Tablet, TWICE A DAY"
  127. Validate that the 'Episode' field contains "Episode #3" and that it is for a 'Pre-admit' program.
  128. Select "Client A".
  129. Select "Client B".
  130. Click the 'Admission Med Reconciliation' tab.
  131. Click the 'Orders This Episode' tab.
  132. Validate the 'Scratchpad' contains the order for "KLONOPIN 1 MG TABLET (Schedule IV) 1 Tablet, TWICE A DAY"
  133. Validate that the 'Episode' field contains "Episode #3" and that it is for a 'Pre-admit' program.
  134. Select "Episode #2" in the 'Episode' field, which is an 'Inpatient' program.
  135. Validate the 'Scratchpad' does not contain the order for "KLONOPIN 1 MG TABLET (Schedule IV) 1 Tablet, TWICE A DAY"
  136. Select "Client A" and click the 'Admission Med Reconciliation' tab.
  137. Validate the 'Inpatient Medications Scratchpad' contains the following orders:
  138. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "Upon Activation".
  139. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "Upon Activation".
  140. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "Upon Activation".
  141. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "Upon Activation".
  142. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "Upon Activation".
  143. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "Upon Activation".
  144. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "Upon Activation".
  145. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "Upon Activation".
  146. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "Upon Activation".
  147. "PREDNISONE 20 MG ORAL 1 Tablet, Daily" with 'Addl Instructions' of "Step 3 of 3 steps", a 'Start Date' of "Upon Activation".
  148. "PREDNISONE 20 MG ORAL 2 Tablet, TWICE A DAY" with 'Addl Instructions' of "Step 2 of 3 steps", a 'Start Date' of "Upon Activation".
  149. "PREDNISONE 20 MG ORAL 3 Tablet, 3 TIMES A DAY" with 'Addl Instructions' of "Step 1 of 3 steps", a 'Start Date' of "Upon Activation".
  150. Verify that [Finalize for Admission] is displayed.
  151. Click the 'Home Medications' tab.
  152. Select any other client.
  153. Select "Client A" and click the 'Admission Med Reconciliation' tab.
  154. Verify that [Finalize for Admission] is displayed.
  155. Access the 'Admission' form for "Client A"
  156. Select an 'Inpatient' program in the 'Program' field.
  157. Fill out all required fields and click [Submit].
  158. Validate that "Client A" is selected and access the Order Entry Console.
  159. Click the 'Admission Med Reconciliation' tab.
  160. Verify that [Activate for Reconciliation] is displayed.
  161. Click [Activate for Reconciliation].
  162. Validate that the 'Admission Med Reconciliation' tab is in view-only mode.
  163. Click the 'Orders This Episode' tab.
  164. Click [Refresh].
  165. Verify that [Activate] is displayed.
  166. Validate the 'Order grid' contains the following orders:
  167. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/12/2099".
  168. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  169. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/05/2099".
  170. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "01/13/2099" and a 'Stop Date' of "01/24/2099".
  171. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/11/2099" and a 'Stop Date' of "01/20/2099".
  172. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/05/2099" and a 'Stop Date' of "01/10/2099".
  173. "PREDNISONE 20 MG ORAL 1 Tablet, Daily" with 'Addl Instructions' of "Step 3 of 3 steps", a 'Start Date' of "01/07/2099" and a 'Stop Date' of "01/09/2099".
  174. "PREDNISONE 20 MG ORAL 2 Tablet, TWICE A DAY" with 'Addl Instructions' of "Step 2 of 3 steps", a 'Start Date' of "01/04/2099" and a 'Stop Date' of "01/06/2099".
  175. "PREDNISONE 20 MG ORAL 3 Tablet, 3 TIMES A DAY" with 'Addl Instructions' of "Step 1 of 3 steps", a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/03/2099".
  176. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/05/2099".
  177. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  178. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/12/2099".
  179. Click [Activate].
  180. Validate the 'Order grid' contains the following orders:
  181. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of the current date and a 'Stop Date' that is 12 days in the future of the 'Start Date'.
  182. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of the current date and a 'Stop Date' that is 10 days in the future of the 'Start Date'.
  183. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" of the current date and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
  184. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' that is one minute after the original orders 'Start Date' and a 'Stop Date' that is 12 days in the future of the 'Start Date'.
  185. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' that is one minute after the original orders 'Start Date' and a 'Stop Date' that is 10 days in the future of the 'Start Date'.
  186. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date 'that is one minute after the original orders 'Start Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
  187. "PREDNISONE 20 MG ORAL 1 Tablet, Daily" with 'Addl Instructions' of "Step 3 of 3 steps", a 'Start Date' that is one day after Step 2 of the 'Taper/titrate' order and a 'Stop Date' that is 2 days in the future of the 'Start Date'.
  188. "PREDNISONE 20 MG ORAL 2 Tablet, TWICE A DAY" with 'Addl Instructions' of "Step 2 of 3 steps", a 'Start Date' that is one day after Step 1 of the 'Taper/titrate' order and a 'Stop Date' that is 2 days in the future of the 'Start Date'.
  189. "PREDNISONE 20 MG ORAL 3 Tablet, 3 TIMES A DAY" with 'Addl Instructions' of "Step 1 of 3 steps", a 'Start Date' of the current date and a 'Stop Date' that is 2 days in the future of the 'Start Date'.
  190. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" of the current date and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
  191. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of the current date and a 'Stop Date' that is 10 days in the future of the 'Start Date'.
  192. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of the current date and a 'Stop Date' that is 12 days in the future of the 'Start Date'.
  193. Access 'Avatar eMAR' for the selected client.
  194. Validate the 'Order Details' cell for an order for "HUMALOG" displays the 'Sliding Scale Insulin Instructions' in a grid.
Topicss
• NX • Order Entry Console
AV-82381 Summary | Details
OE NX - Home Medications - Status filter
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 - Active + Expired + Pending
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->OE Console (Home Meds section) Default Order Status Filter' registry setting must be set to "2".
  • Please log out and back into the application after completing the above
  • 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.
  • "Client A" must have 3 orders created on the Home Medications tab of the Order Entry Console, where each order has a different 'Status' : "Active", "Expired", "Pending".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Access the 'Home Medications' tab.
  3. Validate the 'Status' field contains "Active + Expired + Pending".
  4. Validate orders of each 'Status' display: "Active", "Expired", "Pending".
Topicss
• NX • Order Entry Console