Avatar NX User Interface Update 2022.09.00 Acceptance Tests

AV-62871 Summary | Details

Avatar NX - Form Tabs

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).
Document routing must be enabled for the 'Progress Notes (Group & Individual)' form.
A client must be admitted to an existing episode (Client A).
Please note: this scenario is for Avatar NX systems.

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.
Scroll down and validate the form tab is anchored to the top of the page.
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.
Scroll down and validate the form tab is anchored to the top of the page.
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.
Scroll down and validate the form tab is anchored to the top of the page.
Access the 'Diagnosis' form.
Click [Add].
Validate the 'Diagnosis' form opens and displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Select the 'Progress Notes (Group and Individual)' form tab.
Validate the 'Progress Notes (Group and Individual)' form displays as expected.
Select "myDay".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Scroll down and validate the form tab is anchored to the top of the page.
Select the 'Progress Notes (Group and Individual)' form tab.
Validate the 'Progress Notes (Group and Individual)' form displays as expected.
Populate the desired and required fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Confirm Document' dialog containing the note and click [Sign].
Enter the password of the logged in user and click [Verify].
Validate a 'Progress Notes' dialog stating "Note filed." and click [OK].
Close the form.
Select the 'Diagnosis' form tab.
Validate the 'Diagnosis' form displays as expected.
Close the form.
Validate the user is taken back to the "myDay" view.
Access the desired form.
Validate the form displays as expected.
Continue opening and closing the desired forms.
Validate they display and close as expected.

Topics

• NX • To-Do's • Widgets

AV-64385 Summary | Details

OE NX - Order Entry Console (Admission and Discharge Reconciliation sections)

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 - Admission Med Reconciliation - Ability to reconcile when client has no active orders

Specific Setup:

Avatar OE 2022 Update 47 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality.
The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' registry setting must be set to "N".
Please log out of the application and log back in after completing the above configuration.
A client must have an active 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.
"Client A" must not have any active orders in the Order Entry Console (Orders This Episode or Home Medications sections).

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Admission Reconciliation' tab.
Validate that there are no orders displayed.
Validate [Hold in Pending Status] and [Reconcile & Sign] are enabled.
Click [Hold in Pending Status]
Validate that [Restart Reconciliation], [Edit Pending Reconciliation], and [Activate for Reconciliation] are enabled.
Click the 'Orders This Episode' tab and then the 'Admission Reconciliation' tab.
Validate that "Previously saved Medication Reconciliation is displayed. Saved by User who completed the reconciliation on Date and time that the reconciliation took place." is displayed in the top left corner of the tab.
Click [Edit Pending Reconciliation].
Validate that a Warning message is displayed stating "Admission Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [Ok]
Validate that [Restart Reconciliation] and [Edit Pending Reconciliation] are disabled.
Validate that [Hold in Pending Status] and [Reconcile & Sign] are enabled.
Click [Reconcile & Sign].
Validate that the tab is in view-only mode.
Click the 'Orders This Episode' tab and then the 'Admission Reconciliation' tab.
Validate that "Previously saved Medication Reconciliation is displayed. Saved by User who completed the reconciliation on Date and time that the reconciliation took place." is displayed in the top left corner of the tab.

Scenario 2: OE NX - Admission Med Reconciliation - Ability to reconcile when client has no active orders and 'No Known Medications' is checked on the 'Home Medications' tab.

Specific Setup:

A client must have an active inpatient episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"Client A" must not have any active orders on in the Order Entry Console (Orders This Episode or Home Medications sections).

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Home Medications' tab and check the 'No Known Medications' checkbox.
Select the 'Admission Med Reconciliation' tab.
Validate that the 'No Known Medications' checkbox is checked.
Validate that there are no orders displayed.
Validate [Hold in Pending Status] and [Reconcile & Sign] are enabled.
Click [Hold in Pending Status]
Validate that [Restart Reconciliation], [Edit Pending Reconciliation], and [Activate for Reconciliation] are enabled.
Click the 'Orders This Episode' tab and then the 'Admission Med Reconciliation' tab.
Validate that "Previously saved Medication Reconciliation is displayed. Saved by User who completed the reconciliation on Date and time that the reconciliation took place." is displayed in the top left corner of the tab.
Click [Activate For Reconciliation].
Validate that the tab is in view-only mode.
Click the 'Orders This Episode' tab and then the 'Admission Med Reconciliation' tab.
Validate that "Previously saved Medication Reconciliation is displayed. Saved by User who completed the reconciliation on Date and time that the reconciliation took place." is displayed in the top left corner of the tab.

Scenario 3: Discharge Med Reconciliation - Ability to reconcile when client has no active orders

Specific Setup:

A client must have an active inpatient episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"Client A" must not have any active orders on in the Order Entry Console (Orders This Episode or Home Medications sections).

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Discharge Med Reconciliation' tab.
Validate that no orders are displayed.
Validate that [Hold in Pending Status] and [Review and Sign] are enabled.
Validate that the 'In house Pharmacy Dispense Days Supply' field is not required and enabled.
Click [Hold in Pending Status].
Validate the [Restart Reconciliation], [Edit Pending Reconciliation], and [Activate & Reconcile] are enabled.
Click [Edit Pending Reconciliation].
Validate a warning message is displayed stating "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [Ok].
Click [Review and Sign].
Validate that the tab is in view-only mode.
Click the 'Orders This Episode' tab and go back to the 'Discharge Med Reconciliation' tab.
Validate the following is displayed at the top of the tab "Previously saved Medication Reconciliation is displayed. Saved by the User who completed the reconciliation on Date and time that the reconciliation took place".

Topics

• NX • Order Entry Console

AV-77799 Summary | Details

Avatar NX - 'Payment/Adjustment Report'

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

Payment/Adjustment Report

Scenario 1: Payment/Adjustment Report - field validations when switching between forms

Specific Setup:

Use 'General Ledger’ to select a client that has unpaid services/claims.
Note the Client ID.
Use 'Individual Cash Posting' to post a payment, a transfer, and an adjustment, on the current date. Note the amount of each transaction.

Steps

Access the ‘Payment/Adjustment Report’ form.
Enter the desired date in the ‘From Date’ field.
Enter the desired date in the ‘Thru Date’ field.
Select "Individual" in the ‘Individual Or All Or Grouped Code’ field.
Validate the 'Code(s)' field is enabled and required.
Scroll to an item in the 'Code(s)' field. Take note of the position.
Navigate to the myDay view.
Access any desired form (Form A).
Validate the form opens.
Navigate back to the 'Payment/Adjustment Report' form.
Validate the position is saved in the 'Code(s)' field.
Select "All" in the ‘Individual Or All Or Grouped Code’ field.
Click [Process].
Using the report, validate the amount of the payment, transfer, and adjustment that were posted for the client.
Click [Dismiss].
Close the forms.

Topics

• NX • Query/Reporting

AV-78939 Summary | Details

Medication Education

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

Avatar eMAR
Avatar eMAR - Client Education dialog
Orders This Episode
Order Group Setup

Scenario 1: eMAR - Administering an "Imaging" Order

Specific Setup:

Avatar OE 2022 Update 63 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality.
The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Imaging”.
The 'Avatar eMAR->General->Settings->->->Require client wristband scan in Avatar eMAR' registry setting must be set to "N"
The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "1"
Please log out of the application and log back in after completing the above configuration
An imaging-type order code must exist (Order Code A)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A" from the 'New Order' field.
Set the 'Duration' field to "2" and click [Days].
Click [Add to Scratchpad] and [Education].
Validate the 'Medication Education' dialog contains "Order Code A".
Select "Order Code A" and click [Save].
Click [Sign].
Validate the 'Order grid' contains an order for "Order Code A".
Access the 'eMAR' widget.
Click the 'All Other Order Types' tab.
Validate the order for "Order Code A" displays without any administration times.
Complete 'Order Acknowledgment' and confirm that 'Client Education' has been completed for this order.
Select a cell under the current date and click [Administer].
Verify the 'Administration Event' dialog exists.
Set the 'Qty' field to "4".
Set the 'Unit' field to "scan".
Fill out all required fields, check the 'Accept administration information entered' checkbox and click [OK].
Validate the first cell under the current date contains the 'Qty', 'Unit' and time administered.

Scenario 2: OE NX - Orders This Episode - Medication Education for a pharmacy-type order with validation in eMAR - Modify/Copy

Specific Setup:

Avatar OE 2022 Update 63 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality.
The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
Please log out of the application and log back in after completing the above configuration.
A pharmacy order code must exist. (Order Code A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Create an order for "Order Code A".
Click [Add to Scratchpad] and [Education].
Validate the 'Medication Education' dialog contains "Order Code A".
Select "Order Code A" and click [Save].
Click [Sign].
Validate the 'Order grid' contains an order for "Order Code A".
Select the order and click [Copy].
Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [Yes].
Fill out all required fields and click [Add to Scratchpad] and [Education].
Validate the 'Medication Education' dialog contains "Order Code A" for the new order being created.
Select "Order Code A" and click [Save].
Click [Sign] and override all interactions if present and click [Save Override and Exit].
Validate the 'Order grid' contains two orders for "Order Code A".
Access the 'eMAR' widget.
Validate an order for "Order Code A" is displayed with no hours of administration under the current date.
Validate the 'Client Education' for "Order Code A" order is completed.
Set the 'Administration Date' field to the 'Stop Date' of the original order created for "Order Code A" and click [Refresh].
Validate two orders for "Order Code A" are displayed with no hours of administration under the current date and that 'Client Education' has been completed for both orders.
Access the Order Entry Console.
Select the first order created in the 'Order grid' and click [Modify].
Click [Add to Scratchpad] and [Education].
Validate the 'Medication Education' dialog contains "Order Code A".
Select "Order Code A" and click [Save].
Click [Sign].
Access the 'eMAR' widget.
Validate the order for "Order Code A" is displayed with no hours of administration under the current date.
Validate the 'Client Education' for "Order Code A" order is completed.

Scenario 3: OE NX - Orders This Episode - Order Group - Medication Education

Specific Setup:

Avatar OE 2022 Update 63 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality.
The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Imaging”.
The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to no value in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”.
An order group (Order Group A) must exist that contains a pharmacy-type order code (Order Code A), a lab-type order code (Order Code B), and an imaging-type order code (Order Code C).
Ensure the 'Avatar Order Entry->eMAR->Settings->->->Order Types Processed By eMAR' registry setting contains the order type code for "Pharmacy", "Lab", and "Imaging".
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Group A" in the 'New Order' field.
Click [Select All] and [Add to Scratchpad].
Click [Education].
Validate the 'Medication Education' dialog is displayed and contains "Order Code A".

Scenario 4: OE NX - Orders This Episode - Medication Education

Specific Setup:

Avatar OE 2022 Update 63 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality.
The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2".
The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Imaging”.
The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to no value in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”.
The following order codes must exist:
a pharmacy-type order code (Order Code A)
a lab-type order code (Order Code B)
an imaging-type order code (Order Code C)
Ensure the 'Avatar Order Entry->eMAR->Settings->->->Order Types Processed By eMAR' registry setting contains the order type code for "Pharmacy", "Lab", and "Imaging".
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code C" from the 'New Order' field.
Fill out all required fields and click [Add to Scratchpad].
Validate [Education] is not displayed.
Select the order and click [Remove from Scratchpad].
Search for and select "Order Code B" from the 'New Order' field.
Fill out all required fields and click [Add to Scratchpad].
Validate [Education] is not displayed.
Select the order and click [Remove from Scratchpad].
Search for and select "Order Code A" from the 'New Order' field.
Fill out all required fields and click [Add to Scratchpad].
Validate [Education] is displayed and click it.
Validate the 'Medication Education' dialog contains "Order Code A".
Select "Order Code A" and click [Save].
Click [Sign].
Validate the 'Order grid' contains an order for "Order Code A".
Select the order created in the 'Order grid' and click [DC].
Fill out all required fields and click [Add to Scratchpad].
Validate [Education] is not displayed.
Click [Sign].

Topics

• eMAR • myAvatar/myAvatar NX • NX • Order Entry Console

AV-78982 Summary | Details

Include Ability to Prevent Admission Medication Reconciliation if Home Medications is Not Documented

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 - Admission Med Reconciliation - Ability to reconcile when client has no active orders

Specific Setup:

Avatar OE 2022 Update 47 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality.
The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' registry setting must be set to "N".
Please log out of the application and log back in after completing the above configuration.
A client must have an active 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.
"Client A" must not have any active orders in the Order Entry Console (Orders This Episode or Home Medications sections).

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Admission Reconciliation' tab.
Validate that there are no orders displayed.
Validate [Hold in Pending Status] and [Reconcile & Sign] are enabled.
Click [Hold in Pending Status]
Validate that [Restart Reconciliation], [Edit Pending Reconciliation], and [Activate for Reconciliation] are enabled.
Click the 'Orders This Episode' tab and then the 'Admission Reconciliation' tab.
Validate that "Previously saved Medication Reconciliation is displayed. Saved by User who completed the reconciliation on Date and time that the reconciliation took place." is displayed in the top left corner of the tab.
Click [Edit Pending Reconciliation].
Validate that a Warning message is displayed stating "Admission Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [Ok]
Validate that [Restart Reconciliation] and [Edit Pending Reconciliation] are disabled.
Validate that [Hold in Pending Status] and [Reconcile & Sign] are enabled.
Click [Reconcile & Sign].
Validate that the tab is in view-only mode.
Click the 'Orders This Episode' tab and then the 'Admission Reconciliation' tab.
Validate that "Previously saved Medication Reconciliation is displayed. Saved by User who completed the reconciliation on Date and time that the reconciliation took place." is displayed in the top left corner of the tab.

Scenario 2: OE NX - 'No Known Medications' = Checked - 'Prevent Admission Med Reconciliation if Med History Not Completed on Home Meds' = "Y"

Specific Setup:

Avatar OE 2022 Update 47 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality.
The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' 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.
"Client A" must not have any active orders in the Order Entry Console (Orders This Episode or Home Medications sections).

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Admission Reconciliation' tab.
Validate text stating "Home Medications / medication history must be marked as reviewed before Admission Med Reconciliation can be started." is present above the 'Home Medications (Pre-Admission)' order grid and that the 'Admission Reconciliation' tab is in view-only mode.
Select the 'Home Medications' tab.
Validate that the 'Medication history reviewed and completed for Episode #' checkbox is disabled and unchecked.
Validate that there are no active orders and check off the 'No Known Medications' checkbox and then the 'Medication history reviewed and completed for Episode #' checkbox.
Toggle between the 'Orders this Episode' tab and then back to the 'Home Medications' tab.
Validate that the 'Medication history reviewed and completed for Episode #' checkbox is still checked.
Select the 'Admission Reconciliation' tab.
Validate that the 'Admission Reconciliation' tab is no longer in a view-only mode and is able to be reconciled.

Scenario 3: OE NX - 'No Known Medications' = Unchecked - 'Prevent Admission Med Reconciliation if Med History Not Completed on Home Meds' = "Y"

Specific Setup:

Avatar OE 2022 Update 47 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality.
The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' 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.
"Client A" must not have any active orders in the Order Entry Console (Orders This Episode or Home Medications sections).

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Admission Reconciliation' tab.
Validate text stating "Home Medications / medication history must be marked as reviewed before Admission Med Reconciliation can be started." is present above the 'Home Medications (Pre-Admission)' order grid and that the 'Admission Reconciliation' tab is in view-only mode.
Select the 'Home Medications' tab.
Validate the 'Medication history reviewed and completed for Episode #' checkbox is disabled and unchecked.
Create a prescription for any medication.
Validate the 'Medication history reviewed and completed for Episode #' checkbox is now enabled and check it off.
Select the 'Admission Reconciliation' tab.
Validate that the 'Admission Reconciliation' tab is no longer in a view-only mode.
Select the order in the 'Home Medications (Pre-Admission)' order grid and click [Hold].
Validate that [Hold in Pending Status] and [Reconcile & Sign] are enabled.
Click [Reconcile & Sign].

Topics

• myAvatar NX Only • NX • Order Entry Console

AV-78986 Summary | Details

Notify Attending Practitioner

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 Medication - Notify Attending Practitioner

Specific Setup:

Avatar OE 2022 Update 47, RADplus 2022 Update 79, and Avatar NX Release 2022.09.00 are required in order to utilize full functionality.
The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' registry setting must be set to "Y".
The 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form or the 'Order Entry User Role' form must have "Client Reported" checked.
Please log out of the application and log back in after completing the above configuration.
A pharmacy type order code must exist. (Order Code A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Make note of the 'Attending Practitioner' associated with "Client A".

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Create an order for "Order Code A".
Populate all required fields and click [Save].
Validate the 'Order grid' contains an order for "Order Code A".
Check the 'Medication history reviewed and completed for Episode #' checkbox.
Click [Notify Attending Practitioner].
Validate the 'Notify Attending Practitioner' dialog is displayed.
Validate "Client A" and the episode number is displayed.
Validate the 'Practitioner' field contains the 'Attending Practitioner'.
Validate the 'Communication Note' field contains "Medication history complete for "Client A" Episode # [Episode Number] - Please complete Admission Med Reconciliation."
Set the 'Communication Note' field to "Medication history complete for "Client A" Episode # [Episode Number] - Please complete Admission Med Reconciliation. Testing"
Click [Send Notification].
Access the 'Home View'.
Access the 'To do's' and select 'Days in Queue' from the 'To do's' sort by field.
Validate "Client A" is displayed at the top for the current date.
Click 'Review To Do Item'.
Validate the 'To do information' field contains "Medication history complete for "Client A" Episode # [Episode Number] - Please complete Admission Med Reconciliation. Testing".
Check the 'Reviewed' checkbox.
Click [Submit].

Topics

• NX • Order Entry Console

AV-79561 Summary | Details

Avatar NX - 'Medication Reconciliation (2011 Edition)'

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

Medication Reconciliation (2011 Edition)

Scenario 1: 'Medication Reconciliation (2011 Edition)' - Reconcile and Filing a Medication Reconciliation

Specific Setup:

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

Steps

Access the 'Medication Reconciliation (2011 Edition)' form.
Enter "Client A" in the 'Select Client' field.
Enter the current date in the 'Select Medications Active On' field.
Select the appropriate value for "Client A" from the 'Reason for Reconciliation' field.
Enter any value in the 'Comments' field.
Click [Launch Medication Reconciliation].
Verify the 'Medication Reconciliation' table is displayed.
Enter any value in the 'Medication' field.
Enter any value in the 'Disposition' field.
Click [Save].
Click [Submit].
Access the 'Medication Reconciliation (2011 Edition)' form.
Select the entry from the previous steps and click [Edit].
Validate the appropriate data displays.
Click [Launch Medication Reconciliation].
Validate the appropriate data displays.
Click [New Row].
Enter any value in the 'Medication' field.
Enter any value in the 'Disposition' field.
Click [Save].
Click [Submit].

Topics

• Medication Reconciliation • NX

AV-79968 Summary | Details

Order Entry Console - 'Prevent Entry of Auto-DC Order Types When Active Order Exists'

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

Order Code Setup
Order Group Setup
Orders This Episode

Scenario 1: OE NX - Orders This Episode - Orders are automatically discontinued based on Order Types by creating an order and via Order groups.

Specific Setup:

Avatar OE 2022 Update 70 and Avatar NX Release 2022.09.00 are required in order to utilize this functionality.
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.
An order code must exist where "Dietary-oral" is selected in the 'Automatic Discontinuation of Order Types' field and where a value is selected in the 'Discontinue Reason for Automatic Discontinuation' field. (NPO)
An order code must exist where "Y" is selected in the 'When this Order Code is an auto-DC Order Type for existing active order(s), warn user and require auto-DC of the existing active order(s)' field. (Diabetic Diet)
An Order Group must exist that contains the "Diabetic Diet" order code.(Diabetic Order Group)

Steps

Select “Client A” and access the Order Entry Console.
Create an 'NPO' order and click [Add to scratchpad].
Create a 'Diabetic Order' and click [Add to scratchpad].
Validate an error message is displayed stating "Please remove NPO(Nothing By Mouth) to continue. This order is setup to Prevent Entry of Auto-DC Order Types When Active Order Exists" and click [Ok].
Click [Refresh] to remove the 'Diabetic Order' from the order details panel and click [Sign].
Validate the 'Order grid' contains the 'NPO' order.
Search for and select "Diabetic Order Group" in the 'New Order' field.
Select the 'Diabetic Diet' order and click [Add to Scratchpad].
Validate a warning message is displayed stating "The following orders will be discontinued when this order is placed: Order # [unique order #] NPO Do you want to continue?" and click [Yes].
Select the 'Diabetic Diet' order in the 'Scratchpad' and update the 'Start Date' so it does not conflict with the 'NPO' order's 'Start Date'.
Click [Update Order].
Validate a warning message is displayed stating "The following order(s) no longer need to be discontinued Order # [unique order #] 'NPO' Do you wish to remove the order(s)?" and click [Yes].
Validate the 'Scratchpad' only contains the 'Diabetic Diet' order.
Select the order in the 'Scratchpad' and update the 'Start Date' for the 'Diabetic Diet' order to conflict with the 'NPO' order's 'Start Date'.
Click [Update Order].
Validate a warning message is displayed stating "The following orders will be discontinued when this order is placed: Order # [unique order #] NPO Do you want to continue?" and click [Yes].
Click [Sign].
Validate the 'Order grid' only contains the 'Diabetic Diet' order.

Scenario 2: OE NX - Orders This Episode - Orders are automatically discontinued based on Order Types by My favorite

Specific Setup:

Avatar OE 2022 Update 70 and Avatar NX Release 2022.09.00 are required in order to utilize this functionality.
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.
An order code must exist where "Dietary-oral" is selected in the 'Automatic Discontinuation of Order Types' field and where a value is selected in the 'Discontinue Reason for Automatic Discontinuation' field. (NPO)
An order code must exist where "Y" is selected in the 'When this Order Code is an auto-DC Order Type for existing active order(s), warn user and require auto-DC of the existing active order(s)' field. (Diabetic Diet)
The 'Diabetic Diet' order code must exist in 'My favorites'.

Steps

Select “Client A” and access the Order Entry Console.
Create an 'NPO' order.
Click 'My Favorites' and select the "Diabetic Diet" order code.
Click [Add to Scratchpad].
Validate a warning message is displayed stating "The following orders will be discontinued when this order is placed: Order # [unique order #] NPO Do you want to continue?" and click [Yes].
Click [Sign].
Validate the 'Order grid' only contains the 'Diabetic Diet' order.
Select "Discontinued" from the 'Status' field.
Select the 'NPO' order that was discontinued because of a 'Diabetic Diet' order and click [Print].
Validate the print pdf contains "Discontinue Reason Text: Discontinued due to order: DIABETIC DIET".

Topics

• myAvatar/myAvatar NX • NX

AV-80392 Summary | Details

Avatar NX - 'Disable Pasting into Text Fields' Registry Setting

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

Ambulatory Progress Notes
Individual Progress Note
Registry Settings (PM)

Scenario 1: Validate the 'Disable Pasting into Text Fields' Registry Setting

Specific Setup:

A client must be enrolled in an existing episode and have a draft Treatment Plan filed (Client A).
The 'Disable Pasting into Text Fields' registry setting must be set to "Y".
Have a user with permissions to access a form that has a "Text" type field on the form. For example, the 'Ambulatory Progress Notes' form.
Have access to any other external type document, for example a "MS-Word" document.

Steps

Select "Client A" and access the 'Ambulatory Progress Notes' form.
Open any existing text document from an external application, for example a "MS-Word" document.
Highlight any text in that document.
Drag the text into the 'Notes Field'.
Validate the text is not copied.
Click the 'Notes Field' and type any value.
Highlight the text, right-click and select 'Copy'.
Close the form.
Access the 'Individual Progress Note' form.
Click the 'Notes Field'.
Right-click and select 'Paste'.
Validate nothing displays.
Press 'Ctrl + V'.
Validate nothing displays.
Close the form.
Access the 'Registry Settings' form.
Enter "disable pasting" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings].
Enter "N" in the 'Registry Setting Value' field.
Click [Submit], [OK], and [No].
Log out.
Log back in.
Select "Client A" and access the 'Ambulatory Progress Notes' form.
Click the 'Notes Field'.
Enter any value in the 'Notes Field'.
Highlight the text, right-click and select 'Copy'.
Close the form.
Access the 'Individual Progress Note' form.
Click the 'Notes Field'.
Right-click and select 'Paste'.
Validate the text copied is pasted in the 'Notes Field'.
Open any existing text document from an external application. For example a "MS-Word" document.
Highlight any text in that document.
Drag the text into the 'Notes Field'.
Validate the text is copied into the text box.
Close the form.

Topics

• NX • Progress Notes • Registry Settings

AV-80669 Summary | Details

OE NX - Orders This Episode - Enable 'Hide Fields' setting - Order Group - Lab, Pharmacy and Non-Lab/Non-Pharmacy Order Types

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

Orders This Episode
Dictionary Update (CWS)
Order Entry Console - Warning Dialog - Age/Problem
Order Group Setup

Scenario 1: OE NX - Enable 'Hide Fields' setting for Non-Pharmacy, Non-Lab type orders

Specific Setup:

The '(541) Require Reason Code' extended attribute must be set to "No" in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Dietary".
Please log out of the application and log back in after completing the above configuration.
A dietary-type order code must exist. (Order Code 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

Access the ‘Dictionary Update’ form for Avatar CWS.
Validate the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute does not have any values selected in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Dietary".
Click [Discard].
Validate a message is displayed stating: "Are you sure you want to Close without saving?" and click [Yes].
Select “Client A” and access the Order Entry Console.
Set the ‘New Order’ field to "Full Liquid Diet".
Select "EVERY DAY" from the ‘Frequency’ field.
Select any value from the ‘Reason’ field.
Set the ‘Reason Text’ field to any value.
Select any value in the ‘Diagnosis’ field.
Set the ‘Duration’ field to "2" and click [Days].
Validate the ‘Start Date’ field contains the current date.
Validate the ‘Start Time’ field contains the current time.
Validate the ‘Stop Date’ field contains a date that is 2 days in the future of the ‘Start Date’.
Validate the ‘Stop Time’ field contains a time that is one minute prior to the ‘Start Time’.
Click [Add to Scratchpad] and [Sign].
Validate the ‘Order grid’ contains an order for "Order Code A".
Select the order and click [D/C].
Click [Add to Scratchpad] and [Sign].
Access the ‘Dictionary Update’ form for Avatar CWS.
Select "Diagnosis", "Duration", "Frequency", "Reason" and "Stop Date and Duration" in the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Dietary".
Click [Apply Changes].
Validate a message is displayed stating: "Filed!" and click [OK].
Please log out and log back in after completing the above configuration.
Select “Client A” and access the Order Entry Console.
Set the ‘New Order’ field to "Order Code A".
Validate the ‘Frequency’ field does not exist.
Validate the ‘Reason’ field does not exist.
Validate the ‘Diagnosis’ fields do not exist.
Validate the ‘Duration’ field does not exist.
Validate the ‘Stop Date’ field does not exist.
Validate the ‘Stop Time’ field does not exist.
Validate the ‘Start Date’ field contains the current date.
Validate the ‘Start Time’ field contains the current time.
Click [Add to Scratchpad] and [Sign].
Validate the ‘Order grid’ contains an order for "Order Code A".

Scenario 2: OE NX - Enable 'Hide Fields' setting for Pharmacy orders

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

Access the ‘Dictionary Update’ form for Avatar CWS.
Validate the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute does not have any values selected in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Pharmacy".
Click [Discard].
Validate a message is displayed stating: "Are you sure you want to Close without saving?" and click [Yes].
Select “Client A” and access the Order Entry Console.
Set the ‘New Order’ field to "XANAX 2 MG TABLET".
Set the ‘Dose’ field to "1".
Validate the ‘Dose Unit’ field contains "Tablet".
Select "EVERY DAY" from the ‘Freq’ field.
Set the ‘Duration’ field to "14" and click [Days].
Validate the ‘Days Supply’ field contains "14".
Validate the ‘Dispense Qty’ field contains "14".
Select "Tablet" from the ‘Dispense Qty Unit’ field.
Validate the ‘Start Date’ field contains the current date.
Validate the ‘Start Time’ field contains the current time.
Validate the ‘Stop Date’ field contains a date that is 14 days in the future of the ‘Start Date’.
Validate the ‘Stop Time’ field contains a time that is one minute prior to the ‘Start Time’.
Click [Add to Scratchpad] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit] and [Sign].
Validate the ‘Order grid’ contains an order for "XANAX 2 MG TABLET".
Select the "XANAX" order and click [D/C].
Click [Add to Scratchpad], [Final Review], and [Sign].
Access the ‘Dictionary Update’ form for Avatar CWS.
Select "Diagnosis", "Duration", "Frequency", "Reason" and "Stop Date and Duration" in the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Pharmacy".
Click [Apply Changes].
Validate a message is displayed stating: "Filed!" and click [OK].
Please log out and log back in after completing the above configuration.
Select “Client A” and access the Order Entry Console.
Set the ‘New Order’ field to "XANAX 2 MG TABLET".
Validate the ‘Diagnosis’, ‘Duration’, ‘Frequency’, ‘Reason’, and ‘Stop Date and Duration’ fields are displayed.
Set the ‘Dose’ field to "1".
Validate the ‘Dose Unit’ field contains "Tablet".
Select "EVERY DAY" from the ‘Freq’ field.
Set the ‘Duration’ field to "14" and click [Days].
Validate the ‘Days Supply’ field contains "14".
Validate the ‘Dispense Qty’ field contains "14".
Select "Tablet" from the ‘Dispense Qty Unit’ field.
Validate the ‘Start Date’ field contains the current date.
Validate the ‘Start Time’ field contains the current time.
Validate the ‘Stop Date’ field contains a date that is 14 days in the future of the ‘Start Date’.
Validate the ‘Stop Time’ field contains a time that is one minute prior to the ‘Start Time’.
Click [Add to Scratchpad] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit] and [Sign].
Validate the ‘Order grid’ contains an order for "XANAX 2 MG TABLET".

Scenario 3: OE NX - Enable 'Hide Fields' setting for Lab orders

Specific Setup:

A lab-type order code must exist. (Order Code 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

Access the ‘Dictionary Update’ form for Avatar CWS.
Validate the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute does not have any values selected in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Lab".
Click [Discard].
Validate a message is displayed stating: "Are you sure you want to Close without saving?" and click [Yes].
Select “Client A” and access the Order Entry Console.
Set the ‘New Order’ field to "Order Code A".
Select any value from the ‘Diagnosis’ field.
Set the ‘Duration’ field to "2" and click [Days].
Select any value from the ‘Freq’ field.
Select any value from the 'Reason' field.
Set the 'Reason Text' field to any value.
Validate the ‘Start Date’ field contains the current date.
Validate the ‘Start Time’ field contains the current time.
Validate the ‘Stop Date’ field contains a date that is 2 days in the future of the ‘Start Date’.
Validate the ‘Stop Time’ field contains a time that is one minute prior to the ‘Start Time’.
Click [Add to Scratchpad] and [Sign].
Validate the ‘Order grid’ contains an order for "Order Code A".
Select the order for "Order Code A" and click [D/C].
Click [Add to Scratchpad] and [Sign].
Access the ‘Dictionary Update’ form for Avatar CWS.
Select "Diagnosis", "Duration", "Frequency", "Reason" and "Stop Date and Duration" in the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Lab".
Click [Apply Changes].
Validate a message is displayed stating: "Filed!" and click [OK].
Please log out and log back in after completing the above configuration.
Select “Client A” and access the Order Entry Console.
Set the ‘New Order’ field to "Order Code A".
Select any value from the ‘Diagnosis’ field.
Set the ‘Duration’ field to "2" and click [Days].
Select any value from the ‘Frequency’ field.
Select any value from the 'Reason' field.
Set the 'Reason Text' field to any value.
Validate the ‘Start Date’ field contains the current date.
Validate the ‘Start Time’ field contains the current time.
Validate the ‘Stop Date’ field contains a date that is 2 days in the future of the ‘Start Date’.
Validate the ‘Stop Time’ field contains a time that is one minute prior to the ‘Start Time’.
Click [Add to Scratchpad] and [Sign].
Validate the ‘Order grid’ contains an order for "Order Code A".

Scenario 4: OE NX - Enable 'Hide Fields' setting - Order Group - Lab, Pharmacy and Non-Lab/Non-Pharmacy Order Types

Specific Setup:

An order group, consisting of a pharmacy-type order, a lab-type order, and a dietary-type order must be set up in the 'Order Group Setup' form. (Order Group A).
The ‘(541) Require Reason Code’ extended attribute must be set to "No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Dietary”.
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Access the ‘Dictionary Update’ form for Avatar CWS.
Validate the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute does not have any values selected in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Dietary", "Lab" and "Pharmacy".
Click [Discard].
Validate a message is displayed stating: "Are you sure you want to Close without saving?" and click [Yes].
Select “Client A” and access the Order Entry Console.
Set the ‘New Order’ field to "Order Group A".
Click [Select All] and validate that the following fields are displayed for all orders:
'Duration'
'Frequency'
'Reason'
'Stop Date and Duration'
Fill in all required fields and click [Add To Scratchpad].
Select any of the orders in the 'Scratchpad' that may contain a red flag, fill in any missing required fields, and click [Update Order].
Click [Sign] and validate the 'Order grid' contains an order for the pharmacy order, the lab order, and the dietary order.
Discontinue all orders.
Access the ‘Dictionary Update’ form for Avatar CWS.
Select "Diagnosis", "Duration", "Frequency", "Reason" and "Stop Date and Duration" in the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Pharmacy", "Dietary", and "Lab".
Please log out and log back in after completing the above configuration.
Select “Client A” and access the Order Entry Console.
Set the ‘New Order’ field to "Order Group A".
Click [Select All] and validate that for the pharmacy-type order and the lab-type order none of the following fields are hidden and for the dietary-type order all of the following fields are hidden :
'Duration'
'Frequency'
'Reason'
'Stop Date and Duration'
Fill in all required fields and click [Add To Scratchpad].
Select any of the orders in the 'Scratchpad' that may contain a red flag, fill in any missing required fields, and click [Update Order].
Click [Sign] and validate the 'Order grid' contains a pharmacy order, lab order, and dietary order.

Topics

• myAvatar NX Only • NX • Order Entry Console

AV-80880 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:

Scheduling Calendar
Progress Notes (Group and Individual)

Scenario 1: 'My Calendar' widget - workflow

Specific Setup:

'My Calendar' widget is on the HomeView.
A client must be defined with at least one active episode(Client A)

Steps

Access the 'Scheduling Calendar' form.
Right click in any available time slot.
Click [Add Appointment].
Enter the desired value in the 'Service Code' field.
Select "Client A" in the 'Client' field.
Select the desired episode in the 'Episode' field.
Select the desired value in the 'Program' field.
Click [Submit].
Validate the 'Appointment Grid' contains the new appointment for "Client A".
Click [Dismiss].
Navigate to the 'My Calendar' widget.
Refresh the 'My Calendar' widget.
Validate the appointment for "Client A" is displayed.
Access the 'Scheduling Calendar' form.
Right click on the appointment for "Client A".
Click [Check In] and [Submit].
Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
Click [Dismiss].
Navigate to the 'My Calendar' widget.
Refresh the 'My Calendar' widget.
Validate the checked in appointment for "Client A" is displayed.
Select the desired value in the 'Time-Slot Duration' field.
Validate the 'My Calendar' widget displays the checked in appointment for "Client A" using the updated time-slot duration.
Repeat as needed for additional time-slot durations.
Click [Month] and validate the 'Month' view is displayed and contains the checked in appointment for "Client A".
Click [Week] and validate the 'Week' view is displayed and contains the checked in appointment for "Client A".
Click [List] and validate the 'List' view is displayed and contains the checked in appointment for "Client A".
Click [Day] and validate the 'Day' view is displayed and contains the checked in appointment for "Client A".
Access the 'Scheduling Calendar' form.
Right click on the appointment for "Client A".
Click [Check Out] and [Submit].
Validate the 'Appointment Grid' contains the checked out appointment for "Client A".
Click [Dismiss].
Navigate to the 'My Calendar' widget.
Refresh the 'My Calendar' widget.
Validate the checked out appointment for "Client A" is displayed.
Select the desired value in the 'Time-Slot Duration' field.
Validate the 'My Calendar' widget displays the checked out appointment for "Client A" using the updated time-slot duration.
Repeat as needed for additional time-slot durations.
Click [Month] and validate the 'Month' view is displayed and contains the checked out appointment for "Client A".
Click [Week] and validate the 'Week' view is displayed and contains the checked out appointment for "Client A".
Click [List] and validate the 'List' view is displayed and contains the checked out appointment for "Client A".
Click [Day] and validate the 'Day' view is displayed and contains the checked out appointment for "Client A".

Scenario 2: '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 for the 'Progress Notes (Group and Individual)' form.

Steps

Navigate to the 'My Calendar' widget.
In the 'My Calendar' widget click between the "Month", "Week" and "Day" views and validate they display as expected.
In the 'My Calendar' widget' select the desired value in the 'Time-Slot Duration' field.
Validate the 'My Calendar' widget displays the appropriate view as expected.
Right click on the appointment for "Client A" in 'My Calendar' widget.
Click [Progress Notes (Group and Individual)].
Select any value in the 'Note Type' field.
Populate all required and desired fields.
Click [Submit Note] and [Sign].
Validate a 'Progress Notes' dialog stating "Note filed."
Click [OK].
Navigate to the 'My Calendar' widget.
Validate there is an F icon next to "Client A".
Right click on the appointment for "Client B" in 'My Calendar' widget.
Click [Progress Notes (Group and Individual)].
Select any value in the 'Note Type' field.
Populate all required and desired fields.
Click [Submit Note] and [Sign].
Validate a 'Progress Notes' dialog stating "Note filed."
Click [OK].
Navigate to the 'My Calendar' widget.
Validate there is an F icon next to "Client B".

Topics

• NX • Progress Notes (Group And Individual) • Scheduling Calendar • Widgets

AV-81112 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 - Validating 'Date Closed' field when the 'Date Closed Defaulting' registry setting is set to "N"

Specific Setup:

A client must be enrolled in an existing episode (Client A)
The 'Date Closed Default' registry setting must be disabled for the 'Treatment Plan' form. Please note: There are separate registry settings for each 'Treatment Plan' form and for the problems, goals, and objectives. Each of the three settings should be set to "N" for the 'Treatment Plan' form.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Add] if present.
Enter "T" in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Click [Add New Problem].
Enter and select any value in the 'Problem Code' field.
Enter any value in the 'Problem' field.
Select any value in the 'Status (Problem List)' field.
Select any value in the 'Status' field.
Click [T - Date Closed].
Validate the 'Date Closed' field contains the current date.
Click [Add New Goal].
Enter any value in the 'Goal' field.
Select any value from the 'Status' field.
Validate the 'Date Closed' field is blank.
Click [Add New Objective].
Enter any value in the 'Objective' field.
Select any value from the 'Status' field.
Validate the 'Date Closed' field is blank.
Click [Return to Plan].
Validate a 'Plan Save' dialog stating "Plan saved successfully." and click [OK].
Populate any desired fields and click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Select the plan from the previous steps and click [Edit].
Validate the data from the previous steps displays.
Click [Launch Plan].
Select the problem from the plan tree.
Validate the 'Date Closed' field contains the current date.
Click between the other items and validate the 'Date Closed' field is blank.
Select the problem from the plan tree.
Clear the 'Date Closed' field.
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 plan from the previous steps and click [Edit].
Validate the data from the previous steps displays.
Click [Launch Plan].
Select the problem from the plan tree.
Validate the 'Date Closed' field is cleared.
Click between the goal and objective and validate the 'Date Closed' field is blank.
Click [Return to Plan].
Validate a 'Plan Save' dialog stating "Plan saved successfully." and click [OK].
Close the form.

Scenario 2: Treatment Plan - Validating 'Date Closed' field when the 'Date Closed Defaulting' registry setting is set to "Y"

Specific Setup:

A client must be enrolled in an existing episode (Client A)
The 'Date Closed Default' registry setting must be enabled for the 'Treatment Plan' form. Please note: There are separate registry settings for each 'Treatment Plan' form and for the problems, goals, and objectives. Each of the three settings should be set to "Y" for the 'Treatment Plan' form.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Add] if present.
Enter "T" in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Click [Add New Problem].
Enter and select any value in the 'Problem Code' field.
Enter any value in the 'Problem' field.
Select any value in the 'Status (Problem List)' field.
Select any value in the 'Status' field.
Click [T - Date Closed].
Validate the 'Date Closed' field contains the current date.
Click [Add New Goal].
Enter any value in the 'Goal' field.
Select any value from the 'Status' field.
Validate the 'Date Closed' field contains the current date.
Click [Add New Objective].
Enter any value in the 'Objective' field.
Select any value from the 'Status' field.
Validate the 'Date Closed' field contains the current date.
Click [Return to Plan].
Validate a 'Plan Save' dialog stating "Plan saved successfully." and click [OK].
Populate any desired fields and click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Select the plan from the previous steps and click [Edit].
Validate the data from the previous steps displays.
Click [Launch Plan].
Select the problem from the plan tree.
Validate the 'Date Closed' field contains the current date.
Select the goal from the plan tree.
Validate the 'Date Closed' field contains the current date.
Select the objective from the plan tree.
Validate the 'Date Closed' field contains the current date.
Select the problem from the plan tree.
Clear the 'Date Closed' field.
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 plan from the previous steps and click [Edit].
Validate the data from the previous steps displays.
Click [Launch Plan].
Select the problem from the plan tree.
Validate the 'Date Closed' field is cleared.
Click between the goal and objective and validate the 'Date Closed' contains the current date.
Click [Return to Plan].
Validate a 'Plan Save' dialog stating "Plan saved successfully." and click [OK].
Close the form.

Topics

• NX • Registry Settings • Treatment Plan

AV-81312 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 - Validate ability to navigate the treatment plan tree for lengthy plans

Specific Setup:

A client must be enrolled in an existing episode (Client A).
The 'Treatment Plan' form must have document routing enabled.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Add].
Enter the desired date in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Click [Add New Problem].
Enter any value in the 'Problem Code' field.
Populate all required and desired fields.
Click [Add New Goal].
Populate all required and desired fields.
Click [Add New Objective].
Populate all required and desired fields.
Click [Add New Intervention].
Populate all required and desired fields.
Continue adding to the treatment plan until a vertical scroll bar displays.
Click any item lower in the plan tree.
Validate the ability to scroll to the top.
Click [Return to Plan].
Populate any desired fields and click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Select the plan from the previous steps and click [Edit].
Validate the plan displays the expected data.
Click [Launch Plan].
Validate the plan displays the expected data.
Select any item from the plan tree.
Validate the ability to scroll to the top.
Click [Return to Plan].
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate the treatment plan data displays as expected in the 'Document Routing' screen.
Click [Sign].
Enter the password associated with the logged on user and click [Verify].

Topics

• NX • Treatment Plan

AV-81389 Summary | Details

Avatar NX - Treatment Plan

Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing

Specific Setup:

Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A).
The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan' form through the 'Site Specific Section Modeling' form (Service Code).
The 'Treatment Plan' form must have document routing enabled.
Must have the 'My To Do's' widget configured on a view.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Add].
Enter "T" in the 'Plan Date' field.
Validate the current date is displayed in the 'Plan Date' field.
Click [Plan Date T].
Validate the current date is displayed in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select any value from 'Problem List'.
Click [New Row].
Select any value from the 'Role' field in the 'Participation' section.
Select 'Staff ID' and enter "Staff Member A".
Validate that the selected staff member's name displays in the 'Participant Name' field.
Select any value from the 'Plan Author' field.
Select any value from the 'Notification' field.
Add multiple staff members as needed.
Enter any value in the 'Strengths' field.
Enter any value in the 'Weakness' field.
Enter any value in the 'Discharge Planning' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Select the problem from the 'Tree View'.
Select any value from the 'Status' field.
Click [Add New Goal].
Enter multiple lines of text in the 'Goal' field.
Select any value from the 'Status' field.
Click [Add New Objective].
Enter multiple lines of text in the 'Objective' field.
Select any value from the 'Status' field.
Click [Add New Intervention].
Enter multiple lines of text in the 'Intervention' field.
Select any value in the 'Status' field.
Enter any value in the 'Service Code' field.
Validate results display and select the desired value.
Click [Return to Plan].
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate the treatment plan data displays as expected in the 'Document Routing' screen.
Click [Sign and Route].
Enter the password and press the 'Enter' key.
Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add]
Click [Submit]
Access the 'My To Do's' widget.
Click [My To Do's].
Validate the record for "Client A" and click [Review].
Validate the treatment plan data displays as expected in the 'Document Preview'.
Click [Accept] and [Sign].
Enter the password and click [Verify].
Validate the record is no longer present.
Close the 'To Do's'.

Topics

• Document Routing • NX • Treatment Plan

AV-81446 Summary | Details

Administration Times - 'Custom'

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

Select “Client A” and access the Order Entry Console.
Select the ‘Admission Medication Reconciliation’ tab.
Create a Taper/Titrate order with at least 2 steps.
Click [Add to Scratchpad].
Select the second step from the 'Scratchpad'.
Click [Custom] next to the 'Frequency' field.
Verify the 'Custom Administration' dialog is displayed.
Set the first 'Scheduled Administration Time' field to "0900" and press Tab.
Set the second 'Scheduled Administration Time' field to "0900" and press Tab.
Validate an error message is displayed containing 'Administration times cannot be repeated'.
Click [Ok] and click [Save].
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

Select “Client A” and access the Order Entry Console.
Create a Taper/Titrate order with 3 steps for a pharmacy-type order code each for 7 days.
Click [Add to Scratchpad].
Select the second step from the 'Scratchpad'.
Click [Custom] next to the 'Frequency' field.
Verify the 'Custom Administration' dialog is displayed.
Set the first 'Scheduled Administration Time' field to "0900" and press Tab.
Set the second 'Scheduled Administration Time' field to "0900" and press Tab.
Validate an error message is displayed containing 'Administration times cannot be repeated'.
Click [Ok] and click [Save].
Validate 'Start Date' and 'Start Time' fields contain their original values.

Topics

• NX • Order Entry Console

AV-81593 Summary | Details

Additional fields are added to the 'Allowable Services' grid in the "Treatment Plan" Intervention tab.

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

Treatment Plan

Scenario 1: Treatment Plan - Validate the Assigned Services grid

Specific Setup:

A client must be admitted to an active episode (Client A).
A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
Document routing must be enabled for the 'Treatment Plan' form.
The 'Assign Services' section in the 'Program Maintenance' form has 'Enable Service Entry Restriction for Program' set to 'Yes' for one or more programs.
The following registry setting must be enabled:
'Enable Service Entry Restriction by Client Treatment Plan'
'Activate Program/Service Code Filter'

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Add].
Set the 'Plan Date' field to the current date.
Select any value from the 'Plan Type' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Click [Add New Problem].
Select any value in the 'Problem Code' field.
Select 'Active' from the 'Status (Problem List)' field.
Enter any value in the 'Problem' field.
Select any value from the 'Status' field.
Click [Add New Goal].
Enter any value in the 'Goal' field.
Select any value from the 'Status' field.
Click [Add New Objective].
Enter any value in the 'Objective' field.
Select any value from the 'Status' field.
Click [Add New Intervention].
Enter any value in the 'Intervention' field.
Select any value from the 'Status' field.
Click [Add Service] in the 'Assigned Services' field.
Populate the 'Service Program' field.
Enter a search value in the 'Service Code' field to bring up the listing of service code values.
Select any service code.
Validate the service code field is populated as expected in the 'Service Code' field.
Select any value in the 'Frequency' field.
Select any value in the 'Duration' field.
Select any value in the 'Service Mode' field.
Select any value in the 'Place of Service' field.
Enter any value in the 'Amount' field.
Enter any value in the 'Agency and Staff Responsible' field.
Click [Return To Plan].
Click [Launch Plan] to display the existing plan.
Click on the 'Intervention' entered in the previous steps.
Validate the 'Assigned Services' field is populated with the values from the previous steps.
Click [Add New Intervention].
Populate the 'Intervention' and 'Status' fields.
Click [Copy Service].
Validate an 'Add Services From Other Interventions' dialog displays.
Select the intervention and click [Copy].
Validate the 'Assigned Services' field displays the values from the previous intervention.
Select the field and click [Delete Service].
Validate the values no longer display.
Click [Return To Plan].
Select "Draft" in the 'Draft/Final' field.
Click [Submit].
Validate a 'Confirm Document' dialog and validate all data is displayed as expected.
Click [Sign].
Enter the password and click [Verify].
Navigate to the 'All Documents' view.
Select 'All Forms'.
Select "Treatment Plan" in the 'Form Description' field.
Validate the plan from the previous steps displays and select it.
Validate the plan displays as expected in the 'Console Widget Viewer'.

Topics

• Document Routing • NX • Treatment Plan

AV-81805 Summary | Details

Avatar NX - Task List - Column Alignment

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

Nursing Caseload Assignment
Frequency Code Setup
Orders This Episode
Task Associations
Task Definitions

Scenario 1: Task List - Search for Patient outside of Caseload

Specific Setup:

A client must exist outside of the logged in user's caseload. (Client A)
A unit must exist with clients. (Unit A)

Steps

Access the 'Nursing Caseload Assignment' form.
Select "Unit A" from the 'Select Clients From Unit' field.
Validate the 'Select Clients To Include In Current Caseload' field contains "Client A".
Validate the 'Current Caseload' field does not contain "Client A".
Select a few clients not including “Client A” and click [Move Selected Clients To Current Caseload].
Click [Submit]
Access the 'Task List' widget.
Validate the caseload is listed in ascending order by unit/room/bed
Search for and select "Client A" from the 'Search Patients' field.
Validate that "Client A" is the only patient visible in the 'Task List' widget.
Click the “x” in the ‘Search Patients’ field and validate the caseload refreshes to the default view.

Scenario 2: Task List - Filter Task List widget to view patients by Unit

Specific Setup:

A unit must exist that contains several clients. (Unit A)

Steps

Access the 'Nursing Caseload Assignment' form.
Select a unit from the 'Select Clients From Unit' field. (Unit A)
Validate several clients are displayed in the 'Select Clients To Include In Current Caseload' field and click [Discard].
Validate a dialog is displayed that states: "Are you sure you want to Close without saving?" and click [Yes].
Access the 'Task List' widget.
Select "By Unit" from the 'View' field.
Select "Unit A" from the 'Unit' field.
Validate all clients from "Unit A" are displayed in the Task List view.

Scenario 3: Task List - Creating a Scheduled Task using Interval Frequency

Specific Setup:

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

Steps

Access the 'Task Definitions' form.
Select "Add" from the 'Add/Edit Task Definition' field.
Set the 'New Task Code' field to "E2H" and press [Tab].
Set the 'Task Title' field to "Every Two Hours, Interval" and click [Submit].
Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No].
Access the 'Task Associations' form.
Select "Task Definition" from the 'Task Type' field.
Search for and select "Every Two Hours, Interval (E2H)" from the 'Task Group/Definition' field.
Select "Add" from the 'Add/Edit/Delete Association' field.
Select "Order Entry" from the 'Order Event' field.
Search for and select "RITALIN 10 MG TABLET ORAL" from the 'Order Code' field.
Click [Update Associations] and [Submit].
Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No].
Select "Client A" and access the Order Entry Console.
Search for and select "RITALIN 10 MG TABLET ORAL" from the 'New Order' field.
Set the 'Dose' field to "1".
Select "MG" from the 'Dose Unit' field.
Select "Every 2 Hours" from the 'Freq' field.
Set the 'Duration' field to "6" and click [Hours].
Complete any other required fields and click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override any interactions and click [Save Override and Exit] button.
Access the 'Task List' widget.
Search and select "Client A" from the 'Search Patients' field.
Validate that three "Every Two Hours, Interval" tasks were created; the first task under the current hour, the second task two hours in the future, and the third task four hours in the future.

Topics

• myAvatar/myAvatar NX • NX • Order Entry Console • Task List

AV-81830 Summary | Details

OE NX - Home Medications - Reported order - Make Rx

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

Specific Setup:

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

Steps

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".
Select any value from the ‘Diagnosis’ field.
Set the ‘Days Supply’ field to "12".
Set the 'Dispense Qty' field to "12".
Select "Gram" in the 'Dispense Qty Unit' field.
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

• NX • Order Entry Console

AV-82244 Summary | Details

Block Client Chart

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

Block Client Chart

Scenario 1: Block Client Chart - Emergency Access

Specific Setup:

Have a user role defined in form "User Role Definition" with prompt "User Role For Emergency Access Only" set to "Y".
Have a user who is assigned to the emergency access role [UserA]
Have a client that can be used to test the user's blocked client access. [ClientA]
Prompt "Emergency Access" has been enabled in form "Emergency Access"

Steps

Open form "Block Client Chart"
Click the "Blocked Clients" tab
Click [Add New Item]
In the "Select Client" field select [ClientA]
In the "Allow Emergency Access for User/User Role", select "Yes"
In the "Block Users" field, select "Yes-Selected"
In the "Selected Users" field, select [UserA]
Click [Submit]
Validate the form files successfully
Open the "Block Client Chart" form
Click the List Blocked Clients button
Validate [ClientA] is present on the report
Click the Close Report button
At the home view, search and select [ClientA]
Validate the Block Client Dialog - Message text contains "[ClientA] chart is blocked."
Click 'Cancel'
Validate the user is returned to the client search prompt
Select [ClientA] again
Validate the Block Client Dialog - Message text contains "[ClientA] chart is blocked." is displayed again, as expected
In the "Why are you accessing [ClientA]", text box, populate a reason
Click [OK]
Open any client based form, for example "Update Client Data"
Validate the form opens
Validate [ClientA] is displayed in the form
Close the form

Topics

• Block Client Chart

AV-82396 Summary | Details

Avatar NX - 'Results Entry'

Scenario 1: 'Results Entry' - Add/Edit Results

Specific Setup:

A client is enrolled in an existing episode (Client A).

Steps

Select "Client A" and access the 'Results Entry' form.
Select "Add" in the 'Add/Edit/Delete Result' field.
Populate all required and desired fields.
Enter any value in the 'Diagnostic Code' field.
Validate the 'Select Order' button does not overlap the search results and select the desired value.
Click [File Header Info].
Validate a message is displayed stating: Header information filed.
Click [OK].
Select "Edit" in the 'Add/Edit/Delete Result' field.
Click [Select Result].
Select the result filed in the previous steps from the 'Select Result' dialog and click [OK].
Validate all previously filed data is displayed.
Update any desired fields.
Click [File Header Info].
Validate a message is displayed stating: Header information filed.
Click [OK] and [Exit Option].

Topics

• NX

AV-82493 Summary | Details

Avatar NX - Scheduling Calendar

Scenario 1: Scheduling Calendar - Validate user access

Specific Setup:

A client must be defined with at least one active episode (Client A).
There must be 3 users:
A user with read and write permissions for the 'Scheduling Calendar' (User A).
A user with read permissions for the 'Scheduling Calendar' (User B).
A user with neither read/write permissions for the 'Scheduling Calendar' (User C).

Steps

Login as "User A".
Access the 'Scheduling Calendar'.
Right-click on any available time slot.
Click [Add Appointment].
Validate the 'Scheduling Calendar - Appointment Details' form opens.
Enter "Client A" in the 'Client' field.
Populate the 'Service Code' field.
Click [Submit].
Validate the appointment for "Client A" displays.
Drag and drop the appointment to any desired time.
Mouse over the appointment to validate the time change.
Click to resize the appointment.
Mouse over the appointment to validate the time change.
Right click on the appointment for "Client A".
Validate the menu displays.
Click on an open time slot and drag the mouse down to the desired time.
Right click on the 'New Event'.
Validate the 'Scheduling Calendar - Appointment Details' form opens.
Enter "Client A" in the 'Client' field.
Validate a 'Warning - Same Day Existing Appointment(s)' dialog and click [OK].
Populate the 'Service Code' field.
Click [Submit].
Validate the appointment for "Client A" displays.
Click [Dismiss].
Log out.
Login as "User B".
Access the 'Scheduling Calendar'.
Validate both appointments display for "Client A".
Try to drag and drop or resize an appointment.
Validate the user is unable to move or resize an appointment.
Right click on an appointment and validate no menu displays.
Click [Dismiss].
Log out.
Login as "User C".
Validate the 'Scheduling Calendar' button is not present in the menu.
Enter "Scheduling Calendar" in the 'What can I help you find' field.
Validate the 'Scheduling Calendar' form does not display.

Topics

• NX • Scheduling Calendar

AV-82731 Summary | Details

Avatar NX - Treatment Plan

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

Console Widget Viewer
Site Specific Section Modeling (CWS)

Scenario 1: Treatment Plan - Validate event logic

Specific Setup:

A client is enrolled in an existing episode and has a problem filed in the 'Problem List' form (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).
A copy of the 'Treatment Plan' form must exist (Treatment Plan A) with the following:
"Treatment Plan A" must have document routing enabled in the 'Document Routing Setup' form.
"Treatment Plan A" must be added to the list of forms for the 'All Documents' widget in the 'All Documents Widget Definition' form.
Must have a "SS Treatment Plan Problem Multiple Response Dict" field (Item A) set up for the 'Treatment Plan A - Problems' form in the 'Site Specific Section Modeling' form.
"Item A" must have with event logic associated to a "SS Treatment Plan Scrolling Free Text" field (Text Field A) in the 'Site Specific Section Modeling' form.
The event logic must be defined so that selecting "Item A" enables and requires "Text Field A", and de-selecting "Item A" unrequires, disables, and clears "Text Field A".

Steps

Select "Client A" and access the 'Treatment Plan A' form.
Enter any value in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select a problem to include in the plan.
Populate any desired fields.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Select the problem from the 'Tree View'.
Select any value from the 'Status' field.
Select "Item A".
Validate "Text Field A" is enabled and required.
De-select "Item A".
Validate "Text Field A" is unrequired and disabled.
Select "Item A".
Enter any value into 'Text Field A'.
Populate any desired fields.
Click [Return to Plan].
Validate a 'Plan Save' dialog stating "Plan saved successfully." and click [OK].
Click [Submit].
Navigate to the 'All Documents' view.
Select 'All Forms'.
Select "Treatment Plan A" in the 'Form Description' field.
Validate the plan from the previous steps is present and select it.
Validate the plan displays as expected in the 'Console Widget Viewer'.
Access the "Treatment Plan A" form.
Select the plan from the previous steps and click [Edit].
Validate the plan displays as expected and click [Launch Plan].
Select the problem from the 'Tree View'.
De-select "Item A".
Validate "Text Field A" is unrequired, cleared, and disabled.
Click [Return to Plan].
Validate a 'Plan Save' dialog stating "Plan saved successfully." and click [OK].
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit].
Validate the treatment plan data displays as expected in the 'Document Routing' screen.
Click [Sign].
Enter the password and click [Verify].

Topics

• Document Routing • NX • Treatment Plan

AV-82811 Summary | Details

Avatar NX - Widgets

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).
Document routing must be enabled for the 'Progress Notes (Group & Individual)' form.
A client must be admitted to an existing episode (Client A).
Please note: this scenario is for Avatar NX systems.

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.
Scroll down and validate the form tab is anchored to the top of the page.
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.
Scroll down and validate the form tab is anchored to the top of the page.
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.
Scroll down and validate the form tab is anchored to the top of the page.
Access the 'Diagnosis' form.
Click [Add].
Validate the 'Diagnosis' form opens and displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Select the 'Progress Notes (Group and Individual)' form tab.
Validate the 'Progress Notes (Group and Individual)' form displays as expected.
Select "myDay".
Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present.
Scroll down and validate the form tab is anchored to the top of the page.
Select the 'Progress Notes (Group and Individual)' form tab.
Validate the 'Progress Notes (Group and Individual)' form displays as expected.
Populate the desired and required fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit Note].
Validate a 'Confirm Document' dialog containing the note and click [Sign].
Enter the password of the logged in user and click [Verify].
Validate a 'Progress Notes' dialog stating "Note filed." and click [OK].
Close the form.
Select the 'Diagnosis' form tab.
Validate the 'Diagnosis' form displays as expected.
Close the form.
Validate the user is taken back to the "myDay" view.
Access the desired form.
Validate the form displays as expected.
Continue opening and closing the desired forms.
Validate they display and close as expected.

Topics

• NX • To-Do's • Widgets

AV-82845 Summary | Details

Avatar NX - Form Designer

Scenario 1: Form Designer - 'Group Registration' form

Specific Setup:

A group is defined in the 'Group Registration' form.

Steps

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

Topics

• Form Designer • Group Registration • NX

AV-83110 Summary | Details

Avatar NX - Search fields

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

Pre Admit

Scenario 1: Pre Admit Client - Add Client

Specific Setup:

There must be a practitioner defined (Practitioner A).

Steps

Access the 'Pre Admit' form.
Enter any value in the 'Last Name' and 'First Name' fields.
Select any value in the 'Sex' field.
Click [New Client] and [Yes].
Validate the form displays the values populated in the previous steps.
Enter the desired value in the 'Date of Birth' field.
Enter the desired value in the 'Preadmit/Admission Date' field.
Enter the desired value in the 'Preadmit/Admission Time' field.
Select any value in the 'Program' field.
Select any value in the 'Type of Admission' field.
Enter and select "Practitioner A" in the 'Admitting Practitioner' field.
Click [Expected Date of Admission T].
Enter and select "Practitioner A" in the 'Scheduled Admitting Practitioner' field.
Enter any value in the 'Social Security Number' field.
Enter any value in the 'Pre-Admission Diagnosis' field and press the "Enter" key.
Validate the search results display and select one.
Populate any desired fields.
Click [Submit].

Topics

• Diagnosis • NX

AV-62871 Summary \| Details Avatar NX - Form Tabs 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). Document routing must be enabled for the 'Progress Notes (Group & Individual)' form. A client must be admitted to an existing episode (Client A). Please note: this scenario is for Avatar NX systems. 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. Scroll down and validate the form tab is anchored to the top of the page. 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. Scroll down and validate the form tab is anchored to the top of the page. 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. Scroll down and validate the form tab is anchored to the top of the page. Access the 'Diagnosis' form. Click [Add]. Validate the 'Diagnosis' form opens and displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Select the 'Progress Notes (Group and Individual)' form tab. Validate the 'Progress Notes (Group and Individual)' form displays as expected. Select "myDay". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Scroll down and validate the form tab is anchored to the top of the page. Select the 'Progress Notes (Group and Individual)' form tab. Validate the 'Progress Notes (Group and Individual)' form displays as expected. Populate the desired and required fields. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate a 'Confirm Document' dialog containing the note and click [Sign]. Enter the password of the logged in user and click [Verify]. Validate a 'Progress Notes' dialog stating "Note filed." and click [OK]. Close the form. Select the 'Diagnosis' form tab. Validate the 'Diagnosis' form displays as expected. Close the form. Validate the user is taken back to the "myDay" view. Access the desired form. Validate the form displays as expected. Continue opening and closing the desired forms. Validate they display and close as expected.	Topics • NX • To-Do's • Widgets
AV-64385 Summary \| Details OE NX - Order Entry Console (Admission and Discharge Reconciliation sections) 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 - Admission Med Reconciliation - Ability to reconcile when client has no active orders Specific Setup: Avatar OE 2022 Update 47 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality. The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' registry setting must be set to "N". Please log out of the application and log back in after completing the above configuration. A client must have an active 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. "Client A" must not have any active orders in the Order Entry Console (Orders This Episode or Home Medications sections). Steps Select "Client A" and access the Order Entry Console. Select the 'Admission Reconciliation' tab. Validate that there are no orders displayed. Validate [Hold in Pending Status] and [Reconcile & Sign] are enabled. Click [Hold in Pending Status] Validate that [Restart Reconciliation], [Edit Pending Reconciliation], and [Activate for Reconciliation] are enabled. Click the 'Orders This Episode' tab and then the 'Admission Reconciliation' tab. Validate that "Previously saved Medication Reconciliation is displayed. Saved by User who completed the reconciliation on Date and time that the reconciliation took place." is displayed in the top left corner of the tab. Click [Edit Pending Reconciliation]. Validate that a Warning message is displayed stating "Admission Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [Ok] Validate that [Restart Reconciliation] and [Edit Pending Reconciliation] are disabled. Validate that [Hold in Pending Status] and [Reconcile & Sign] are enabled. Click [Reconcile & Sign]. Validate that the tab is in view-only mode. Click the 'Orders This Episode' tab and then the 'Admission Reconciliation' tab. Validate that "Previously saved Medication Reconciliation is displayed. Saved by User who completed the reconciliation on Date and time that the reconciliation took place." is displayed in the top left corner of the tab. Scenario 2: OE NX - Admission Med Reconciliation - Ability to reconcile when client has no active orders and 'No Known Medications' is checked on the 'Home Medications' tab. Specific Setup: A client must have an active inpatient episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "Client A" must not have any active orders on in the Order Entry Console (Orders This Episode or Home Medications sections). Steps Select "Client A" and access the Order Entry Console. Click the 'Home Medications' tab and check the 'No Known Medications' checkbox. Select the 'Admission Med Reconciliation' tab. Validate that the 'No Known Medications' checkbox is checked. Validate that there are no orders displayed. Validate [Hold in Pending Status] and [Reconcile & Sign] are enabled. Click [Hold in Pending Status] Validate that [Restart Reconciliation], [Edit Pending Reconciliation], and [Activate for Reconciliation] are enabled. Click the 'Orders This Episode' tab and then the 'Admission Med Reconciliation' tab. Validate that "Previously saved Medication Reconciliation is displayed. Saved by User who completed the reconciliation on Date and time that the reconciliation took place." is displayed in the top left corner of the tab. Click [Activate For Reconciliation]. Validate that the tab is in view-only mode. Click the 'Orders This Episode' tab and then the 'Admission Med Reconciliation' tab. Validate that "Previously saved Medication Reconciliation is displayed. Saved by User who completed the reconciliation on Date and time that the reconciliation took place." is displayed in the top left corner of the tab. Scenario 3: Discharge Med Reconciliation - Ability to reconcile when client has no active orders Specific Setup: A client must have an active inpatient episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "Client A" must not have any active orders on in the Order Entry Console (Orders This Episode or Home Medications sections). Steps Select "Client A" and access the Order Entry Console. Click the 'Discharge Med Reconciliation' tab. Validate that no orders are displayed. Validate that [Hold in Pending Status] and [Review and Sign] are enabled. Validate that the 'In house Pharmacy Dispense Days Supply' field is not required and enabled. Click [Hold in Pending Status]. Validate the [Restart Reconciliation], [Edit Pending Reconciliation], and [Activate & Reconcile] are enabled. Click [Edit Pending Reconciliation]. Validate a warning message is displayed stating "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [Ok]. Click [Review and Sign]. Validate that the tab is in view-only mode. Click the 'Orders This Episode' tab and go back to the 'Discharge Med Reconciliation' tab. Validate the following is displayed at the top of the tab "Previously saved Medication Reconciliation is displayed. Saved by the User who completed the reconciliation on Date and time that the reconciliation took place".	Topics • NX • Order Entry Console
AV-77799 Summary \| Details Avatar NX - 'Payment/Adjustment Report' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Payment/Adjustment Report Scenario 1: Payment/Adjustment Report - field validations when switching between forms Specific Setup: Use 'General Ledger’ to select a client that has unpaid services/claims. Note the Client ID. Use 'Individual Cash Posting' to post a payment, a transfer, and an adjustment, on the current date. Note the amount of each transaction. Steps Access the ‘Payment/Adjustment Report’ form. Enter the desired date in the ‘From Date’ field. Enter the desired date in the ‘Thru Date’ field. Select "Individual" in the ‘Individual Or All Or Grouped Code’ field. Validate the 'Code(s)' field is enabled and required. Scroll to an item in the 'Code(s)' field. Take note of the position. Navigate to the myDay view. Access any desired form (Form A). Validate the form opens. Navigate back to the 'Payment/Adjustment Report' form. Validate the position is saved in the 'Code(s)' field. Select "All" in the ‘Individual Or All Or Grouped Code’ field. Click [Process]. Using the report, validate the amount of the payment, transfer, and adjustment that were posted for the client. Click [Dismiss]. Close the forms.	Topics • NX • Query/Reporting
AV-78939 Summary \| Details Medication Education Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Avatar eMAR - Client Education dialog Orders This Episode Order Group Setup Scenario 1: eMAR - Administering an "Imaging" Order Specific Setup: Avatar OE 2022 Update 63 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality. The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Imaging”. The 'Avatar eMAR->General->Settings->->->Require client wristband scan in Avatar eMAR' registry setting must be set to "N" The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "1" Please log out of the application and log back in after completing the above configuration An imaging-type order code must exist (Order Code A) A client must have an active episode. (Client A) Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A" from the 'New Order' field. Set the 'Duration' field to "2" and click [Days]. Click [Add to Scratchpad] and [Education]. Validate the 'Medication Education' dialog contains "Order Code A". Select "Order Code A" and click [Save]. Click [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Access the 'eMAR' widget. Click the 'All Other Order Types' tab. Validate the order for "Order Code A" displays without any administration times. Complete 'Order Acknowledgment' and confirm that 'Client Education' has been completed for this order. Select a cell under the current date and click [Administer]. Verify the 'Administration Event' dialog exists. Set the 'Qty' field to "4". Set the 'Unit' field to "scan". Fill out all required fields, check the 'Accept administration information entered' checkbox and click [OK]. Validate the first cell under the current date contains the 'Qty', 'Unit' and time administered. Scenario 2: OE NX - Orders This Episode - Medication Education for a pharmacy-type order with validation in eMAR - Modify/Copy Specific Setup: Avatar OE 2022 Update 63 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality. The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. A pharmacy order code must exist. (Order Code A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Create an order for "Order Code A". Click [Add to Scratchpad] and [Education]. Validate the 'Medication Education' dialog contains "Order Code A". Select "Order Code A" and click [Save]. Click [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Select the order and click [Copy]. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [Yes]. Fill out all required fields and click [Add to Scratchpad] and [Education]. Validate the 'Medication Education' dialog contains "Order Code A" for the new order being created. Select "Order Code A" and click [Save]. Click [Sign] and override all interactions if present and click [Save Override and Exit]. Validate the 'Order grid' contains two orders for "Order Code A". Access the 'eMAR' widget. Validate an order for "Order Code A" is displayed with no hours of administration under the current date. Validate the 'Client Education' for "Order Code A" order is completed. Set the 'Administration Date' field to the 'Stop Date' of the original order created for "Order Code A" and click [Refresh]. Validate two orders for "Order Code A" are displayed with no hours of administration under the current date and that 'Client Education' has been completed for both orders. Access the Order Entry Console. Select the first order created in the 'Order grid' and click [Modify]. Click [Add to Scratchpad] and [Education]. Validate the 'Medication Education' dialog contains "Order Code A". Select "Order Code A" and click [Save]. Click [Sign]. Access the 'eMAR' widget. Validate the order for "Order Code A" is displayed with no hours of administration under the current date. Validate the 'Client Education' for "Order Code A" order is completed. Scenario 3: OE NX - Orders This Episode - Order Group - Medication Education Specific Setup: Avatar OE 2022 Update 63 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality. The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Imaging”. The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to no value in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”. An order group (Order Group A) must exist that contains a pharmacy-type order code (Order Code A), a lab-type order code (Order Code B), and an imaging-type order code (Order Code C). Ensure the 'Avatar Order Entry->eMAR->Settings->->->Order Types Processed By eMAR' registry setting contains the order type code for "Pharmacy", "Lab", and "Imaging". Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Group A" in the 'New Order' field. Click [Select All] and [Add to Scratchpad]. Click [Education]. Validate the 'Medication Education' dialog is displayed and contains "Order Code A". Scenario 4: OE NX - Orders This Episode - Medication Education Specific Setup: Avatar OE 2022 Update 63 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality. The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2". The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Imaging”. The ‘(568) Enable Education in OE Console (OTE)’ extended attribute must be set to no value in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”. The following order codes must exist: a pharmacy-type order code (Order Code A) a lab-type order code (Order Code B) an imaging-type order code (Order Code C) Ensure the 'Avatar Order Entry->eMAR->Settings->->->Order Types Processed By eMAR' registry setting contains the order type code for "Pharmacy", "Lab", and "Imaging". Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code C" from the 'New Order' field. Fill out all required fields and click [Add to Scratchpad]. Validate [Education] is not displayed. Select the order and click [Remove from Scratchpad]. Search for and select "Order Code B" from the 'New Order' field. Fill out all required fields and click [Add to Scratchpad]. Validate [Education] is not displayed. Select the order and click [Remove from Scratchpad]. Search for and select "Order Code A" from the 'New Order' field. Fill out all required fields and click [Add to Scratchpad]. Validate [Education] is displayed and click it. Validate the 'Medication Education' dialog contains "Order Code A". Select "Order Code A" and click [Save]. Click [Sign]. Validate the 'Order grid' contains an order for "Order Code A". Select the order created in the 'Order grid' and click [DC]. Fill out all required fields and click [Add to Scratchpad]. Validate [Education] is not displayed. Click [Sign].	Topics • eMAR • myAvatar/myAvatar NX • NX • Order Entry Console
AV-78982 Summary \| Details Include Ability to Prevent Admission Medication Reconciliation if Home Medications is Not Documented 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 - Admission Med Reconciliation - Ability to reconcile when client has no active orders Specific Setup: Avatar OE 2022 Update 47 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality. The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' registry setting must be set to "N". Please log out of the application and log back in after completing the above configuration. A client must have an active 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. "Client A" must not have any active orders in the Order Entry Console (Orders This Episode or Home Medications sections). Steps Select "Client A" and access the Order Entry Console. Select the 'Admission Reconciliation' tab. Validate that there are no orders displayed. Validate [Hold in Pending Status] and [Reconcile & Sign] are enabled. Click [Hold in Pending Status] Validate that [Restart Reconciliation], [Edit Pending Reconciliation], and [Activate for Reconciliation] are enabled. Click the 'Orders This Episode' tab and then the 'Admission Reconciliation' tab. Validate that "Previously saved Medication Reconciliation is displayed. Saved by User who completed the reconciliation on Date and time that the reconciliation took place." is displayed in the top left corner of the tab. Click [Edit Pending Reconciliation]. Validate that a Warning message is displayed stating "Admission Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [Ok] Validate that [Restart Reconciliation] and [Edit Pending Reconciliation] are disabled. Validate that [Hold in Pending Status] and [Reconcile & Sign] are enabled. Click [Reconcile & Sign]. Validate that the tab is in view-only mode. Click the 'Orders This Episode' tab and then the 'Admission Reconciliation' tab. Validate that "Previously saved Medication Reconciliation is displayed. Saved by User who completed the reconciliation on Date and time that the reconciliation took place." is displayed in the top left corner of the tab. Scenario 2: OE NX - 'No Known Medications' = Checked - 'Prevent Admission Med Reconciliation if Med History Not Completed on Home Meds' = "Y" Specific Setup: Avatar OE 2022 Update 47 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality. The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' 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. "Client A" must not have any active orders in the Order Entry Console (Orders This Episode or Home Medications sections). Steps Select "Client A" and access the Order Entry Console. Select the 'Admission Reconciliation' tab. Validate text stating "Home Medications / medication history must be marked as reviewed before Admission Med Reconciliation can be started." is present above the 'Home Medications (Pre-Admission)' order grid and that the 'Admission Reconciliation' tab is in view-only mode. Select the 'Home Medications' tab. Validate that the 'Medication history reviewed and completed for Episode #' checkbox is disabled and unchecked. Validate that there are no active orders and check off the 'No Known Medications' checkbox and then the 'Medication history reviewed and completed for Episode #' checkbox. Toggle between the 'Orders this Episode' tab and then back to the 'Home Medications' tab. Validate that the 'Medication history reviewed and completed for Episode #' checkbox is still checked. Select the 'Admission Reconciliation' tab. Validate that the 'Admission Reconciliation' tab is no longer in a view-only mode and is able to be reconciled. Scenario 3: OE NX - 'No Known Medications' = Unchecked - 'Prevent Admission Med Reconciliation if Med History Not Completed on Home Meds' = "Y" Specific Setup: Avatar OE 2022 Update 47 and Avatar NX Release 2022.09.00 are required in order to utilize full functionality. The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' 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. "Client A" must not have any active orders in the Order Entry Console (Orders This Episode or Home Medications sections). Steps Select "Client A" and access the Order Entry Console. Select the 'Admission Reconciliation' tab. Validate text stating "Home Medications / medication history must be marked as reviewed before Admission Med Reconciliation can be started." is present above the 'Home Medications (Pre-Admission)' order grid and that the 'Admission Reconciliation' tab is in view-only mode. Select the 'Home Medications' tab. Validate the 'Medication history reviewed and completed for Episode #' checkbox is disabled and unchecked. Create a prescription for any medication. Validate the 'Medication history reviewed and completed for Episode #' checkbox is now enabled and check it off. Select the 'Admission Reconciliation' tab. Validate that the 'Admission Reconciliation' tab is no longer in a view-only mode. Select the order in the 'Home Medications (Pre-Admission)' order grid and click [Hold]. Validate that [Hold in Pending Status] and [Reconcile & Sign] are enabled. Click [Reconcile & Sign].	Topics • myAvatar NX Only • NX • Order Entry Console
AV-78986 Summary \| Details Notify Attending Practitioner 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 Medication - Notify Attending Practitioner Specific Setup: Avatar OE 2022 Update 47, RADplus 2022 Update 79, and Avatar NX Release 2022.09.00 are required in order to utilize full functionality. The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' registry setting must be set to "Y". The 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form or the 'Order Entry User Role' form must have "Client Reported" checked. Please log out of the application and log back in after completing the above configuration. A pharmacy type order code must exist. (Order Code A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Make note of the 'Attending Practitioner' associated with "Client A". Steps Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Create an order for "Order Code A". Populate all required fields and click [Save]. Validate the 'Order grid' contains an order for "Order Code A". Check the 'Medication history reviewed and completed for Episode #' checkbox. Click [Notify Attending Practitioner]. Validate the 'Notify Attending Practitioner' dialog is displayed. Validate "Client A" and the episode number is displayed. Validate the 'Practitioner' field contains the 'Attending Practitioner'. Validate the 'Communication Note' field contains "Medication history complete for "Client A" Episode # [Episode Number] - Please complete Admission Med Reconciliation." Set the 'Communication Note' field to "Medication history complete for "Client A" Episode # [Episode Number] - Please complete Admission Med Reconciliation. Testing" Click [Send Notification]. Access the 'Home View'. Access the 'To do's' and select 'Days in Queue' from the 'To do's' sort by field. Validate "Client A" is displayed at the top for the current date. Click 'Review To Do Item'. Validate the 'To do information' field contains "Medication history complete for "Client A" Episode # [Episode Number] - Please complete Admission Med Reconciliation. Testing". Check the 'Reviewed' checkbox. Click [Submit].	Topics • NX • Order Entry Console
AV-79561 Summary \| Details Avatar NX - 'Medication Reconciliation (2011 Edition)' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Medication Reconciliation (2011 Edition) Scenario 1: 'Medication Reconciliation (2011 Edition)' - Reconcile and Filing a Medication Reconciliation Specific Setup: A client must be enrolled in an existing episode (Client A). Steps Access the 'Medication Reconciliation (2011 Edition)' form. Enter "Client A" in the 'Select Client' field. Enter the current date in the 'Select Medications Active On' field. Select the appropriate value for "Client A" from the 'Reason for Reconciliation' field. Enter any value in the 'Comments' field. Click [Launch Medication Reconciliation]. Verify the 'Medication Reconciliation' table is displayed. Enter any value in the 'Medication' field. Enter any value in the 'Disposition' field. Click [Save]. Click [Submit]. Access the 'Medication Reconciliation (2011 Edition)' form. Select the entry from the previous steps and click [Edit]. Validate the appropriate data displays. Click [Launch Medication Reconciliation]. Validate the appropriate data displays. Click [New Row]. Enter any value in the 'Medication' field. Enter any value in the 'Disposition' field. Click [Save]. Click [Submit].	Topics • Medication Reconciliation • NX
AV-79968 Summary \| Details Order Entry Console - 'Prevent Entry of Auto-DC Order Types When Active Order Exists' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Code Setup Order Group Setup Orders This Episode Scenario 1: OE NX - Orders This Episode - Orders are automatically discontinued based on Order Types by creating an order and via Order groups. Specific Setup: Avatar OE 2022 Update 70 and Avatar NX Release 2022.09.00 are required in order to utilize this functionality. 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. An order code must exist where "Dietary-oral" is selected in the 'Automatic Discontinuation of Order Types' field and where a value is selected in the 'Discontinue Reason for Automatic Discontinuation' field. (NPO) An order code must exist where "Y" is selected in the 'When this Order Code is an auto-DC Order Type for existing active order(s), warn user and require auto-DC of the existing active order(s)' field. (Diabetic Diet) An Order Group must exist that contains the "Diabetic Diet" order code.(Diabetic Order Group) Steps Select “Client A” and access the Order Entry Console. Create an 'NPO' order and click [Add to scratchpad]. Create a 'Diabetic Order' and click [Add to scratchpad]. Validate an error message is displayed stating "Please remove NPO(Nothing By Mouth) to continue. This order is setup to Prevent Entry of Auto-DC Order Types When Active Order Exists" and click [Ok]. Click [Refresh] to remove the 'Diabetic Order' from the order details panel and click [Sign]. Validate the 'Order grid' contains the 'NPO' order. Search for and select "Diabetic Order Group" in the 'New Order' field. Select the 'Diabetic Diet' order and click [Add to Scratchpad]. Validate a warning message is displayed stating "The following orders will be discontinued when this order is placed: Order # [unique order #] NPO Do you want to continue?" and click [Yes]. Select the 'Diabetic Diet' order in the 'Scratchpad' and update the 'Start Date' so it does not conflict with the 'NPO' order's 'Start Date'. Click [Update Order]. Validate a warning message is displayed stating "The following order(s) no longer need to be discontinued Order # [unique order #] 'NPO' Do you wish to remove the order(s)?" and click [Yes]. Validate the 'Scratchpad' only contains the 'Diabetic Diet' order. Select the order in the 'Scratchpad' and update the 'Start Date' for the 'Diabetic Diet' order to conflict with the 'NPO' order's 'Start Date'. Click [Update Order]. Validate a warning message is displayed stating "The following orders will be discontinued when this order is placed: Order # [unique order #] NPO Do you want to continue?" and click [Yes]. Click [Sign]. Validate the 'Order grid' only contains the 'Diabetic Diet' order. Scenario 2: OE NX - Orders This Episode - Orders are automatically discontinued based on Order Types by My favorite Specific Setup: Avatar OE 2022 Update 70 and Avatar NX Release 2022.09.00 are required in order to utilize this functionality. 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. An order code must exist where "Dietary-oral" is selected in the 'Automatic Discontinuation of Order Types' field and where a value is selected in the 'Discontinue Reason for Automatic Discontinuation' field. (NPO) An order code must exist where "Y" is selected in the 'When this Order Code is an auto-DC Order Type for existing active order(s), warn user and require auto-DC of the existing active order(s)' field. (Diabetic Diet) The 'Diabetic Diet' order code must exist in 'My favorites'. Steps Select “Client A” and access the Order Entry Console. Create an 'NPO' order. Click 'My Favorites' and select the "Diabetic Diet" order code. Click [Add to Scratchpad]. Validate a warning message is displayed stating "The following orders will be discontinued when this order is placed: Order # [unique order #] NPO Do you want to continue?" and click [Yes]. Click [Sign]. Validate the 'Order grid' only contains the 'Diabetic Diet' order. Select "Discontinued" from the 'Status' field. Select the 'NPO' order that was discontinued because of a 'Diabetic Diet' order and click [Print]. Validate the print pdf contains "Discontinue Reason Text: Discontinued due to order: DIABETIC DIET".	Topics • myAvatar/myAvatar NX • NX
AV-80392 Summary \| Details Avatar NX - 'Disable Pasting into Text Fields' Registry Setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Ambulatory Progress Notes Individual Progress Note Registry Settings (PM) Scenario 1: Validate the 'Disable Pasting into Text Fields' Registry Setting Specific Setup: A client must be enrolled in an existing episode and have a draft Treatment Plan filed (Client A). The 'Disable Pasting into Text Fields' registry setting must be set to "Y". Have a user with permissions to access a form that has a "Text" type field on the form. For example, the 'Ambulatory Progress Notes' form. Have access to any other external type document, for example a "MS-Word" document. Steps Select "Client A" and access the 'Ambulatory Progress Notes' form. Open any existing text document from an external application, for example a "MS-Word" document. Highlight any text in that document. Drag the text into the 'Notes Field'. Validate the text is not copied. Click the 'Notes Field' and type any value. Highlight the text, right-click and select 'Copy'. Close the form. Access the 'Individual Progress Note' form. Click the 'Notes Field'. Right-click and select 'Paste'. Validate nothing displays. Press 'Ctrl + V'. Validate nothing displays. Close the form. Access the 'Registry Settings' form. Enter "disable pasting" in the 'Limit Registry Settings to the Following Search Criteria' field. Click [View Registry Settings]. Enter "N" in the 'Registry Setting Value' field. Click [Submit], [OK], and [No]. Log out. Log back in. Select "Client A" and access the 'Ambulatory Progress Notes' form. Click the 'Notes Field'. Enter any value in the 'Notes Field'. Highlight the text, right-click and select 'Copy'. Close the form. Access the 'Individual Progress Note' form. Click the 'Notes Field'. Right-click and select 'Paste'. Validate the text copied is pasted in the 'Notes Field'. Open any existing text document from an external application. For example a "MS-Word" document. Highlight any text in that document. Drag the text into the 'Notes Field'. Validate the text is copied into the text box. Close the form.	Topics • NX • Progress Notes • Registry Settings
AV-80669 Summary \| Details OE NX - Orders This Episode - Enable 'Hide Fields' setting - Order Group - Lab, Pharmacy and Non-Lab/Non-Pharmacy Order Types Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Dictionary Update (CWS) Order Entry Console - Warning Dialog - Age/Problem Order Group Setup Scenario 1: OE NX - Enable 'Hide Fields' setting for Non-Pharmacy, Non-Lab type orders Specific Setup: The '(541) Require Reason Code' extended attribute must be set to "No" in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Dietary". Please log out of the application and log back in after completing the above configuration. A dietary-type order code must exist. (Order Code 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 Access the ‘Dictionary Update’ form for Avatar CWS. Validate the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute does not have any values selected in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Dietary". Click [Discard]. Validate a message is displayed stating: "Are you sure you want to Close without saving?" and click [Yes]. Select “Client A” and access the Order Entry Console. Set the ‘New Order’ field to "Full Liquid Diet". Select "EVERY DAY" from the ‘Frequency’ field. Select any value from the ‘Reason’ field. Set the ‘Reason Text’ field to any value. Select any value in the ‘Diagnosis’ field. Set the ‘Duration’ field to "2" and click [Days]. Validate the ‘Start Date’ field contains the current date. Validate the ‘Start Time’ field contains the current time. Validate the ‘Stop Date’ field contains a date that is 2 days in the future of the ‘Start Date’. Validate the ‘Stop Time’ field contains a time that is one minute prior to the ‘Start Time’. Click [Add to Scratchpad] and [Sign]. Validate the ‘Order grid’ contains an order for "Order Code A". Select the order and click [D/C]. Click [Add to Scratchpad] and [Sign]. Access the ‘Dictionary Update’ form for Avatar CWS. Select "Diagnosis", "Duration", "Frequency", "Reason" and "Stop Date and Duration" in the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Dietary". Click [Apply Changes]. Validate a message is displayed stating: "Filed!" and click [OK]. Please log out and log back in after completing the above configuration. Select “Client A” and access the Order Entry Console. Set the ‘New Order’ field to "Order Code A". Validate the ‘Frequency’ field does not exist. Validate the ‘Reason’ field does not exist. Validate the ‘Diagnosis’ fields do not exist. Validate the ‘Duration’ field does not exist. Validate the ‘Stop Date’ field does not exist. Validate the ‘Stop Time’ field does not exist. Validate the ‘Start Date’ field contains the current date. Validate the ‘Start Time’ field contains the current time. Click [Add to Scratchpad] and [Sign]. Validate the ‘Order grid’ contains an order for "Order Code A". Scenario 2: OE NX - Enable 'Hide Fields' setting for Pharmacy orders 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 Access the ‘Dictionary Update’ form for Avatar CWS. Validate the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute does not have any values selected in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Pharmacy". Click [Discard]. Validate a message is displayed stating: "Are you sure you want to Close without saving?" and click [Yes]. Select “Client A” and access the Order Entry Console. Set the ‘New Order’ field to "XANAX 2 MG TABLET". Set the ‘Dose’ field to "1". Validate the ‘Dose Unit’ field contains "Tablet". Select "EVERY DAY" from the ‘Freq’ field. Set the ‘Duration’ field to "14" and click [Days]. Validate the ‘Days Supply’ field contains "14". Validate the ‘Dispense Qty’ field contains "14". Select "Tablet" from the ‘Dispense Qty Unit’ field. Validate the ‘Start Date’ field contains the current date. Validate the ‘Start Time’ field contains the current time. Validate the ‘Stop Date’ field contains a date that is 14 days in the future of the ‘Start Date’. Validate the ‘Stop Time’ field contains a time that is one minute prior to the ‘Start Time’. Click [Add to Scratchpad] and [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit] and [Sign]. Validate the ‘Order grid’ contains an order for "XANAX 2 MG TABLET". Select the "XANAX" order and click [D/C]. Click [Add to Scratchpad], [Final Review], and [Sign]. Access the ‘Dictionary Update’ form for Avatar CWS. Select "Diagnosis", "Duration", "Frequency", "Reason" and "Stop Date and Duration" in the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Pharmacy". Click [Apply Changes]. Validate a message is displayed stating: "Filed!" and click [OK]. Please log out and log back in after completing the above configuration. Select “Client A” and access the Order Entry Console. Set the ‘New Order’ field to "XANAX 2 MG TABLET". Validate the ‘Diagnosis’, ‘Duration’, ‘Frequency’, ‘Reason’, and ‘Stop Date and Duration’ fields are displayed. Set the ‘Dose’ field to "1". Validate the ‘Dose Unit’ field contains "Tablet". Select "EVERY DAY" from the ‘Freq’ field. Set the ‘Duration’ field to "14" and click [Days]. Validate the ‘Days Supply’ field contains "14". Validate the ‘Dispense Qty’ field contains "14". Select "Tablet" from the ‘Dispense Qty Unit’ field. Validate the ‘Start Date’ field contains the current date. Validate the ‘Start Time’ field contains the current time. Validate the ‘Stop Date’ field contains a date that is 14 days in the future of the ‘Start Date’. Validate the ‘Stop Time’ field contains a time that is one minute prior to the ‘Start Time’. Click [Add to Scratchpad] and [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit] and [Sign]. Validate the ‘Order grid’ contains an order for "XANAX 2 MG TABLET". Scenario 3: OE NX - Enable 'Hide Fields' setting for Lab orders Specific Setup: A lab-type order code must exist. (Order Code 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 Access the ‘Dictionary Update’ form for Avatar CWS. Validate the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute does not have any values selected in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Lab". Click [Discard]. Validate a message is displayed stating: "Are you sure you want to Close without saving?" and click [Yes]. Select “Client A” and access the Order Entry Console. Set the ‘New Order’ field to "Order Code A". Select any value from the ‘Diagnosis’ field. Set the ‘Duration’ field to "2" and click [Days]. Select any value from the ‘Freq’ field. Select any value from the 'Reason' field. Set the 'Reason Text' field to any value. Validate the ‘Start Date’ field contains the current date. Validate the ‘Start Time’ field contains the current time. Validate the ‘Stop Date’ field contains a date that is 2 days in the future of the ‘Start Date’. Validate the ‘Stop Time’ field contains a time that is one minute prior to the ‘Start Time’. Click [Add to Scratchpad] and [Sign]. Validate the ‘Order grid’ contains an order for "Order Code A". Select the order for "Order Code A" and click [D/C]. Click [Add to Scratchpad] and [Sign]. Access the ‘Dictionary Update’ form for Avatar CWS. Select "Diagnosis", "Duration", "Frequency", "Reason" and "Stop Date and Duration" in the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Lab". Click [Apply Changes]. Validate a message is displayed stating: "Filed!" and click [OK]. Please log out and log back in after completing the above configuration. Select “Client A” and access the Order Entry Console. Set the ‘New Order’ field to "Order Code A". Select any value from the ‘Diagnosis’ field. Set the ‘Duration’ field to "2" and click [Days]. Select any value from the ‘Frequency’ field. Select any value from the 'Reason' field. Set the 'Reason Text' field to any value. Validate the ‘Start Date’ field contains the current date. Validate the ‘Start Time’ field contains the current time. Validate the ‘Stop Date’ field contains a date that is 2 days in the future of the ‘Start Date’. Validate the ‘Stop Time’ field contains a time that is one minute prior to the ‘Start Time’. Click [Add to Scratchpad] and [Sign]. Validate the ‘Order grid’ contains an order for "Order Code A". Scenario 4: OE NX - Enable 'Hide Fields' setting - Order Group - Lab, Pharmacy and Non-Lab/Non-Pharmacy Order Types Specific Setup: An order group, consisting of a pharmacy-type order, a lab-type order, and a dietary-type order must be set up in the 'Order Group Setup' form. (Order Group A). The ‘(541) Require Reason Code’ extended attribute must be set to "No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Dietary”. Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Access the ‘Dictionary Update’ form for Avatar CWS. Validate the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute does not have any values selected in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Dietary", "Lab" and "Pharmacy". Click [Discard]. Validate a message is displayed stating: "Are you sure you want to Close without saving?" and click [Yes]. Select “Client A” and access the Order Entry Console. Set the ‘New Order’ field to "Order Group A". Click [Select All] and validate that the following fields are displayed for all orders: 'Duration' 'Frequency' 'Reason' 'Stop Date and Duration' Fill in all required fields and click [Add To Scratchpad]. Select any of the orders in the 'Scratchpad' that may contain a red flag, fill in any missing required fields, and click [Update Order]. Click [Sign] and validate the 'Order grid' contains an order for the pharmacy order, the lab order, and the dietary order. Discontinue all orders. Access the ‘Dictionary Update’ form for Avatar CWS. Select "Diagnosis", "Duration", "Frequency", "Reason" and "Stop Date and Duration" in the '(558) Hide the following fields in the OE Console (non-pharmacy/non-lab Order Types only)' extended attribute in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Pharmacy", "Dietary", and "Lab". Please log out and log back in after completing the above configuration. Select “Client A” and access the Order Entry Console. Set the ‘New Order’ field to "Order Group A". Click [Select All] and validate that for the pharmacy-type order and the lab-type order none of the following fields are hidden and for the dietary-type order all of the following fields are hidden : 'Duration' 'Frequency' 'Reason' 'Stop Date and Duration' Fill in all required fields and click [Add To Scratchpad]. Select any of the orders in the 'Scratchpad' that may contain a red flag, fill in any missing required fields, and click [Update Order]. Click [Sign] and validate the 'Order grid' contains a pharmacy order, lab order, and dietary order.	Topics • myAvatar NX Only • NX • Order Entry Console
AV-80880 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: Scheduling Calendar Progress Notes (Group and Individual) Scenario 1: 'My Calendar' widget - workflow Specific Setup: 'My Calendar' widget is on the HomeView. A client must be defined with at least one active episode(Client A) Steps Access the 'Scheduling Calendar' form. Right click in any available time slot. Click [Add Appointment]. Enter the desired value in the 'Service Code' field. Select "Client A" in the 'Client' field. Select the desired episode in the 'Episode' field. Select the desired value in the 'Program' field. Click [Submit]. Validate the 'Appointment Grid' contains the new appointment for "Client A". Click [Dismiss]. Navigate to the 'My Calendar' widget. Refresh the 'My Calendar' widget. Validate the appointment for "Client A" is displayed. Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A". Click [Check In] and [Submit]. Validate the 'Appointment Grid' contains the checked in appointment for "Client A". Click [Dismiss]. Navigate to the 'My Calendar' widget. Refresh the 'My Calendar' widget. Validate the checked in appointment for "Client A" is displayed. Select the desired value in the 'Time-Slot Duration' field. Validate the 'My Calendar' widget displays the checked in appointment for "Client A" using the updated time-slot duration. Repeat as needed for additional time-slot durations. Click [Month] and validate the 'Month' view is displayed and contains the checked in appointment for "Client A". Click [Week] and validate the 'Week' view is displayed and contains the checked in appointment for "Client A". Click [List] and validate the 'List' view is displayed and contains the checked in appointment for "Client A". Click [Day] and validate the 'Day' view is displayed and contains the checked in appointment for "Client A". Access the 'Scheduling Calendar' form. Right click on the appointment for "Client A". Click [Check Out] and [Submit]. Validate the 'Appointment Grid' contains the checked out appointment for "Client A". Click [Dismiss]. Navigate to the 'My Calendar' widget. Refresh the 'My Calendar' widget. Validate the checked out appointment for "Client A" is displayed. Select the desired value in the 'Time-Slot Duration' field. Validate the 'My Calendar' widget displays the checked out appointment for "Client A" using the updated time-slot duration. Repeat as needed for additional time-slot durations. Click [Month] and validate the 'Month' view is displayed and contains the checked out appointment for "Client A". Click [Week] and validate the 'Week' view is displayed and contains the checked out appointment for "Client A". Click [List] and validate the 'List' view is displayed and contains the checked out appointment for "Client A". Click [Day] and validate the 'Day' view is displayed and contains the checked out appointment for "Client A". Scenario 2: '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 for the 'Progress Notes (Group and Individual)' form. Steps Navigate to the 'My Calendar' widget. In the 'My Calendar' widget click between the "Month", "Week" and "Day" views and validate they display as expected. In the 'My Calendar' widget' select the desired value in the 'Time-Slot Duration' field. Validate the 'My Calendar' widget displays the appropriate view as expected. Right click on the appointment for "Client A" in 'My Calendar' widget. Click [Progress Notes (Group and Individual)]. Select any value in the 'Note Type' field. Populate all required and desired fields. Click [Submit Note] and [Sign]. Validate a 'Progress Notes' dialog stating "Note filed." Click [OK]. Navigate to the 'My Calendar' widget. Validate there is an F icon next to "Client A". Right click on the appointment for "Client B" in 'My Calendar' widget. Click [Progress Notes (Group and Individual)]. Select any value in the 'Note Type' field. Populate all required and desired fields. Click [Submit Note] and [Sign]. Validate a 'Progress Notes' dialog stating "Note filed." Click [OK]. Navigate to the 'My Calendar' widget. Validate there is an F icon next to "Client B".	Topics • NX • Progress Notes (Group And Individual) • Scheduling Calendar • Widgets
AV-81112 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 - Validating 'Date Closed' field when the 'Date Closed Defaulting' registry setting is set to "N" Specific Setup: A client must be enrolled in an existing episode (Client A) The 'Date Closed Default' registry setting must be disabled for the 'Treatment Plan' form. Please note: There are separate registry settings for each 'Treatment Plan' form and for the problems, goals, and objectives. Each of the three settings should be set to "N" for the 'Treatment Plan' form. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add] if present. Enter "T" in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Click [Add New Problem]. Enter and select any value in the 'Problem Code' field. Enter any value in the 'Problem' field. Select any value in the 'Status (Problem List)' field. Select any value in the 'Status' field. Click [T - Date Closed]. Validate the 'Date Closed' field contains the current date. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Validate the 'Date Closed' field is blank. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Validate the 'Date Closed' field is blank. Click [Return to Plan]. Validate a 'Plan Save' dialog stating "Plan saved successfully." and click [OK]. Populate any desired fields and click [Submit]. Select "Client A" and access the 'Treatment Plan' form. Select the plan from the previous steps and click [Edit]. Validate the data from the previous steps displays. Click [Launch Plan]. Select the problem from the plan tree. Validate the 'Date Closed' field contains the current date. Click between the other items and validate the 'Date Closed' field is blank. Select the problem from the plan tree. Clear the 'Date Closed' field. 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 plan from the previous steps and click [Edit]. Validate the data from the previous steps displays. Click [Launch Plan]. Select the problem from the plan tree. Validate the 'Date Closed' field is cleared. Click between the goal and objective and validate the 'Date Closed' field is blank. Click [Return to Plan]. Validate a 'Plan Save' dialog stating "Plan saved successfully." and click [OK]. Close the form. Scenario 2: Treatment Plan - Validating 'Date Closed' field when the 'Date Closed Defaulting' registry setting is set to "Y" Specific Setup: A client must be enrolled in an existing episode (Client A) The 'Date Closed Default' registry setting must be enabled for the 'Treatment Plan' form. Please note: There are separate registry settings for each 'Treatment Plan' form and for the problems, goals, and objectives. Each of the three settings should be set to "Y" for the 'Treatment Plan' form. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add] if present. Enter "T" in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Click [Add New Problem]. Enter and select any value in the 'Problem Code' field. Enter any value in the 'Problem' field. Select any value in the 'Status (Problem List)' field. Select any value in the 'Status' field. Click [T - Date Closed]. Validate the 'Date Closed' field contains the current date. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Validate the 'Date Closed' field contains the current date. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Validate the 'Date Closed' field contains the current date. Click [Return to Plan]. Validate a 'Plan Save' dialog stating "Plan saved successfully." and click [OK]. Populate any desired fields and click [Submit]. Select "Client A" and access the 'Treatment Plan' form. Select the plan from the previous steps and click [Edit]. Validate the data from the previous steps displays. Click [Launch Plan]. Select the problem from the plan tree. Validate the 'Date Closed' field contains the current date. Select the goal from the plan tree. Validate the 'Date Closed' field contains the current date. Select the objective from the plan tree. Validate the 'Date Closed' field contains the current date. Select the problem from the plan tree. Clear the 'Date Closed' field. 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 plan from the previous steps and click [Edit]. Validate the data from the previous steps displays. Click [Launch Plan]. Select the problem from the plan tree. Validate the 'Date Closed' field is cleared. Click between the goal and objective and validate the 'Date Closed' contains the current date. Click [Return to Plan]. Validate a 'Plan Save' dialog stating "Plan saved successfully." and click [OK]. Close the form.	Topics • NX • Registry Settings • Treatment Plan
AV-81312 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 - Validate ability to navigate the treatment plan tree for lengthy plans Specific Setup: A client must be enrolled in an existing episode (Client A). The 'Treatment Plan' form must have document routing enabled. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter the desired date in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Click [Add New Problem]. Enter any value in the 'Problem Code' field. Populate all required and desired fields. Click [Add New Goal]. Populate all required and desired fields. Click [Add New Objective]. Populate all required and desired fields. Click [Add New Intervention]. Populate all required and desired fields. Continue adding to the treatment plan until a vertical scroll bar displays. Click any item lower in the plan tree. Validate the ability to scroll to the top. Click [Return to Plan]. Populate any desired fields and click [Submit]. Select "Client A" and access the 'Treatment Plan' form. Select the plan from the previous steps and click [Edit]. Validate the plan displays the expected data. Click [Launch Plan]. Validate the plan displays the expected data. Select any item from the plan tree. Validate the ability to scroll to the top. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Sign]. Enter the password associated with the logged on user and click [Verify].	Topics • NX • Treatment Plan
AV-81389 Summary \| Details Avatar NX - Treatment Plan Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing Specific Setup: Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A). The "SS Treatment Plan Int Service Code 1" field must be enabled for the 'Treatment Plan' form through the 'Site Specific Section Modeling' form (Service Code). The 'Treatment Plan' form must have document routing enabled. Must have the 'My To Do's' widget configured on a view. Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Enter "T" in the 'Plan Date' field. Validate the current date is displayed in the 'Plan Date' field. Click [Plan Date T]. Validate the current date is displayed in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select any value from 'Problem List'. Click [New Row]. Select any value from the 'Role' field in the 'Participation' section. Select 'Staff ID' and enter "Staff Member A". Validate that the selected staff member's name displays in the 'Participant Name' field. Select any value from the 'Plan Author' field. Select any value from the 'Notification' field. Add multiple staff members as needed. Enter any value in the 'Strengths' field. Enter any value in the 'Weakness' field. Enter any value in the 'Discharge Planning' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Click [Add New Goal]. Enter multiple lines of text in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Enter multiple lines of text in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Enter multiple lines of text in the 'Intervention' field. Select any value in the 'Status' field. Enter any value in the 'Service Code' field. Validate results display and select the desired value. Click [Return to Plan]. Select "Final" in the 'Draft/Final' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Sign and Route]. Enter the password and press the 'Enter' key. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add] Click [Submit] Access the 'My To Do's' widget. Click [My To Do's]. Validate the record for "Client A" and click [Review]. Validate the treatment plan data displays as expected in the 'Document Preview'. Click [Accept] and [Sign]. Enter the password and click [Verify]. Validate the record is no longer present. Close the 'To Do's'.	Topics • Document Routing • NX • Treatment Plan
AV-81446 Summary \| Details Administration Times - 'Custom' 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 Select “Client A” and access the Order Entry Console. Select the ‘Admission Medication Reconciliation’ tab. Create a Taper/Titrate order with at least 2 steps. Click [Add to Scratchpad]. Select the second step from the 'Scratchpad'. Click [Custom] next to the 'Frequency' field. Verify the 'Custom Administration' dialog is displayed. Set the first 'Scheduled Administration Time' field to "0900" and press Tab. Set the second 'Scheduled Administration Time' field to "0900" and press Tab. Validate an error message is displayed containing 'Administration times cannot be repeated'. Click [Ok] and click [Save]. 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 Select “Client A” and access the Order Entry Console. Create a Taper/Titrate order with 3 steps for a pharmacy-type order code each for 7 days. Click [Add to Scratchpad]. Select the second step from the 'Scratchpad'. Click [Custom] next to the 'Frequency' field. Verify the 'Custom Administration' dialog is displayed. Set the first 'Scheduled Administration Time' field to "0900" and press Tab. Set the second 'Scheduled Administration Time' field to "0900" and press Tab. Validate an error message is displayed containing 'Administration times cannot be repeated'. Click [Ok] and click [Save]. Validate 'Start Date' and 'Start Time' fields contain their original values.	Topics • NX • Order Entry Console
AV-81593 Summary \| Details Additional fields are added to the 'Allowable Services' grid in the "Treatment Plan" Intervention tab. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan - Validate the Assigned Services grid Specific Setup: A client must be admitted to an active episode (Client A). A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view). Document routing must be enabled for the 'Treatment Plan' form. The 'Assign Services' section in the 'Program Maintenance' form has 'Enable Service Entry Restriction for Program' set to 'Yes' for one or more programs. The following registry setting must be enabled: 'Enable Service Entry Restriction by Client Treatment Plan' 'Activate Program/Service Code Filter' Steps Select "Client A" and access the 'Treatment Plan' form. Click [Add]. Set the 'Plan Date' field to the current date. Select any value from the 'Plan Type' field. Select "Draft" in the 'Draft/Final' field. Click [Launch Plan]. Click [Add New Problem]. Select any value in the 'Problem Code' field. Select 'Active' from the 'Status (Problem List)' field. Enter any value in the 'Problem' field. Select any value from the 'Status' field. Click [Add New Goal]. Enter any value in the 'Goal' field. Select any value from the 'Status' field. Click [Add New Objective]. Enter any value in the 'Objective' field. Select any value from the 'Status' field. Click [Add New Intervention]. Enter any value in the 'Intervention' field. Select any value from the 'Status' field. Click [Add Service] in the 'Assigned Services' field. Populate the 'Service Program' field. Enter a search value in the 'Service Code' field to bring up the listing of service code values. Select any service code. Validate the service code field is populated as expected in the 'Service Code' field. Select any value in the 'Frequency' field. Select any value in the 'Duration' field. Select any value in the 'Service Mode' field. Select any value in the 'Place of Service' field. Enter any value in the 'Amount' field. Enter any value in the 'Agency and Staff Responsible' field. Click [Return To Plan]. Click [Launch Plan] to display the existing plan. Click on the 'Intervention' entered in the previous steps. Validate the 'Assigned Services' field is populated with the values from the previous steps. Click [Add New Intervention]. Populate the 'Intervention' and 'Status' fields. Click [Copy Service]. Validate an 'Add Services From Other Interventions' dialog displays. Select the intervention and click [Copy]. Validate the 'Assigned Services' field displays the values from the previous intervention. Select the field and click [Delete Service]. Validate the values no longer display. Click [Return To Plan]. Select "Draft" in the 'Draft/Final' field. Click [Submit]. Validate a 'Confirm Document' dialog and validate all data is displayed as expected. Click [Sign]. Enter the password and click [Verify]. Navigate to the 'All Documents' view. Select 'All Forms'. Select "Treatment Plan" in the 'Form Description' field. Validate the plan from the previous steps displays and select it. Validate the plan displays as expected in the 'Console Widget Viewer'.	Topics • Document Routing • NX • Treatment Plan
AV-81805 Summary \| Details Avatar NX - Task List - Column Alignment Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Nursing Caseload Assignment Frequency Code Setup Orders This Episode Task Associations Task Definitions Scenario 1: Task List - Search for Patient outside of Caseload Specific Setup: A client must exist outside of the logged in user's caseload. (Client A) A unit must exist with clients. (Unit A) Steps Access the 'Nursing Caseload Assignment' form. Select "Unit A" from the 'Select Clients From Unit' field. Validate the 'Select Clients To Include In Current Caseload' field contains "Client A". Validate the 'Current Caseload' field does not contain "Client A". Select a few clients not including “Client A” and click [Move Selected Clients To Current Caseload]. Click [Submit] Access the 'Task List' widget. Validate the caseload is listed in ascending order by unit/room/bed Search for and select "Client A" from the 'Search Patients' field. Validate that "Client A" is the only patient visible in the 'Task List' widget. Click the “x” in the ‘Search Patients’ field and validate the caseload refreshes to the default view. Scenario 2: Task List - Filter Task List widget to view patients by Unit Specific Setup: A unit must exist that contains several clients. (Unit A) Steps Access the 'Nursing Caseload Assignment' form. Select a unit from the 'Select Clients From Unit' field. (Unit A) Validate several clients are displayed in the 'Select Clients To Include In Current Caseload' field and click [Discard]. Validate a dialog is displayed that states: "Are you sure you want to Close without saving?" and click [Yes]. Access the 'Task List' widget. Select "By Unit" from the 'View' field. Select "Unit A" from the 'Unit' field. Validate all clients from "Unit A" are displayed in the Task List view. Scenario 3: Task List - Creating a Scheduled Task using Interval Frequency Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "E2H" and press [Tab]. Set the 'Task Title' field to "Every Two Hours, Interval" and click [Submit]. Validate a message is displayed that states "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Search for and select "Every Two Hours, Interval (E2H)" from the 'Task Group/Definition' field. Select "Add" from the 'Add/Edit/Delete Association' field. Select "Order Entry" from the 'Order Event' field. Search for and select "RITALIN 10 MG TABLET ORAL" from the 'Order Code' field. Click [Update Associations] and [Submit]. Validate a message is displayed that states "Task Associations has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "RITALIN 10 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "MG" from the 'Dose Unit' field. Select "Every 2 Hours" from the 'Freq' field. Set the 'Duration' field to "6" and click [Hours]. Complete any other required fields and click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override any interactions and click [Save Override and Exit] button. Access the 'Task List' widget. Search and select "Client A" from the 'Search Patients' field. Validate that three "Every Two Hours, Interval" tasks were created; the first task under the current hour, the second task two hours in the future, and the third task four hours in the future.	Topics • myAvatar/myAvatar NX • NX • Order Entry Console • Task List
AV-81830 Summary \| Details OE NX - Home Medications - Reported order - Make Rx Scenario 1: OE NX - Discharge Med Reconciliation - Reorder/Modify, Make Rx and Discontinue Specific Setup: A client must have an active inpatient episode. (Client A) "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps 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". Select any value from the ‘Diagnosis’ field. Set the ‘Days Supply’ field to "12". Set the 'Dispense Qty' field to "12". Select "Gram" in the 'Dispense Qty Unit' field. 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 • NX • Order Entry Console
AV-82244 Summary \| Details Block Client Chart Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Block Client Chart Scenario 1: Block Client Chart - Emergency Access Specific Setup: Have a user role defined in form "User Role Definition" with prompt "User Role For Emergency Access Only" set to "Y". Have a user who is assigned to the emergency access role [UserA] Have a client that can be used to test the user's blocked client access. [ClientA] Prompt "Emergency Access" has been enabled in form "Emergency Access" Steps Open form "Block Client Chart" Click the "Blocked Clients" tab Click [Add New Item] In the "Select Client" field select [ClientA] In the "Allow Emergency Access for User/User Role", select "Yes" In the "Block Users" field, select "Yes-Selected" In the "Selected Users" field, select [UserA] Click [Submit] Validate the form files successfully Open the "Block Client Chart" form Click the List Blocked Clients button Validate [ClientA] is present on the report Click the Close Report button At the home view, search and select [ClientA] Validate the Block Client Dialog - Message text contains "[ClientA] chart is blocked." Click 'Cancel' Validate the user is returned to the client search prompt Select [ClientA] again Validate the Block Client Dialog - Message text contains "[ClientA] chart is blocked." is displayed again, as expected In the "Why are you accessing [ClientA]", text box, populate a reason Click [OK] Open any client based form, for example "Update Client Data" Validate the form opens Validate [ClientA] is displayed in the form Close the form	Topics • Block Client Chart
AV-82396 Summary \| Details Avatar NX - 'Results Entry' Scenario 1: 'Results Entry' - Add/Edit Results Specific Setup: A client is enrolled in an existing episode (Client A). Steps Select "Client A" and access the 'Results Entry' form. Select "Add" in the 'Add/Edit/Delete Result' field. Populate all required and desired fields. Enter any value in the 'Diagnostic Code' field. Validate the 'Select Order' button does not overlap the search results and select the desired value. Click [File Header Info]. Validate a message is displayed stating: Header information filed. Click [OK]. Select "Edit" in the 'Add/Edit/Delete Result' field. Click [Select Result]. Select the result filed in the previous steps from the 'Select Result' dialog and click [OK]. Validate all previously filed data is displayed. Update any desired fields. Click [File Header Info]. Validate a message is displayed stating: Header information filed. Click [OK] and [Exit Option].	Topics • NX
AV-82493 Summary \| Details Avatar NX - Scheduling Calendar Scenario 1: Scheduling Calendar - Validate user access Specific Setup: A client must be defined with at least one active episode (Client A). There must be 3 users: A user with read and write permissions for the 'Scheduling Calendar' (User A). A user with read permissions for the 'Scheduling Calendar' (User B). A user with neither read/write permissions for the 'Scheduling Calendar' (User C). Steps Login as "User A". Access the 'Scheduling Calendar'. Right-click on any available time slot. Click [Add Appointment]. Validate the 'Scheduling Calendar - Appointment Details' form opens. Enter "Client A" in the 'Client' field. Populate the 'Service Code' field. Click [Submit]. Validate the appointment for "Client A" displays. Drag and drop the appointment to any desired time. Mouse over the appointment to validate the time change. Click to resize the appointment. Mouse over the appointment to validate the time change. Right click on the appointment for "Client A". Validate the menu displays. Click on an open time slot and drag the mouse down to the desired time. Right click on the 'New Event'. Validate the 'Scheduling Calendar - Appointment Details' form opens. Enter "Client A" in the 'Client' field. Validate a 'Warning - Same Day Existing Appointment(s)' dialog and click [OK]. Populate the 'Service Code' field. Click [Submit]. Validate the appointment for "Client A" displays. Click [Dismiss]. Log out. Login as "User B". Access the 'Scheduling Calendar'. Validate both appointments display for "Client A". Try to drag and drop or resize an appointment. Validate the user is unable to move or resize an appointment. Right click on an appointment and validate no menu displays. Click [Dismiss]. Log out. Login as "User C". Validate the 'Scheduling Calendar' button is not present in the menu. Enter "Scheduling Calendar" in the 'What can I help you find' field. Validate the 'Scheduling Calendar' form does not display.	Topics • NX • Scheduling Calendar
AV-82731 Summary \| Details Avatar NX - Treatment Plan Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Console Widget Viewer Site Specific Section Modeling (CWS) Scenario 1: Treatment Plan - Validate event logic Specific Setup: A client is enrolled in an existing episode and has a problem filed in the 'Problem List' form (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). A copy of the 'Treatment Plan' form must exist (Treatment Plan A) with the following: "Treatment Plan A" must have document routing enabled in the 'Document Routing Setup' form. "Treatment Plan A" must be added to the list of forms for the 'All Documents' widget in the 'All Documents Widget Definition' form. Must have a "SS Treatment Plan Problem Multiple Response Dict" field (Item A) set up for the 'Treatment Plan A - Problems' form in the 'Site Specific Section Modeling' form. "Item A" must have with event logic associated to a "SS Treatment Plan Scrolling Free Text" field (Text Field A) in the 'Site Specific Section Modeling' form. The event logic must be defined so that selecting "Item A" enables and requires "Text Field A", and de-selecting "Item A" unrequires, disables, and clears "Text Field A". Steps Select "Client A" and access the 'Treatment Plan A' form. Enter any value in the 'Plan Date' field. Select any value in the 'Plan Type' field. Select a problem to include in the plan. Populate any desired fields. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Select the problem from the 'Tree View'. Select any value from the 'Status' field. Select "Item A". Validate "Text Field A" is enabled and required. De-select "Item A". Validate "Text Field A" is unrequired and disabled. Select "Item A". Enter any value into 'Text Field A'. Populate any desired fields. Click [Return to Plan]. Validate a 'Plan Save' dialog stating "Plan saved successfully." and click [OK]. Click [Submit]. Navigate to the 'All Documents' view. Select 'All Forms'. Select "Treatment Plan A" in the 'Form Description' field. Validate the plan from the previous steps is present and select it. Validate the plan displays as expected in the 'Console Widget Viewer'. Access the "Treatment Plan A" form. Select the plan from the previous steps and click [Edit]. Validate the plan displays as expected and click [Launch Plan]. Select the problem from the 'Tree View'. De-select "Item A". Validate "Text Field A" is unrequired, cleared, and disabled. Click [Return to Plan]. Validate a 'Plan Save' dialog stating "Plan saved successfully." and click [OK]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit]. Validate the treatment plan data displays as expected in the 'Document Routing' screen. Click [Sign]. Enter the password and click [Verify].	Topics • Document Routing • NX • Treatment Plan
AV-82811 Summary \| Details Avatar NX - Widgets 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). Document routing must be enabled for the 'Progress Notes (Group & Individual)' form. A client must be admitted to an existing episode (Client A). Please note: this scenario is for Avatar NX systems. 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. Scroll down and validate the form tab is anchored to the top of the page. 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. Scroll down and validate the form tab is anchored to the top of the page. 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. Scroll down and validate the form tab is anchored to the top of the page. Access the 'Diagnosis' form. Click [Add]. Validate the 'Diagnosis' form opens and displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Select the 'Progress Notes (Group and Individual)' form tab. Validate the 'Progress Notes (Group and Individual)' form displays as expected. Select "myDay". Validate the view displays as expected and the 'Progress Notes (Group and Individual)' form tab is present. Scroll down and validate the form tab is anchored to the top of the page. Select the 'Progress Notes (Group and Individual)' form tab. Validate the 'Progress Notes (Group and Individual)' form displays as expected. Populate the desired and required fields. Select "Final" in the 'Draft/Final' field. Click [Submit Note]. Validate a 'Confirm Document' dialog containing the note and click [Sign]. Enter the password of the logged in user and click [Verify]. Validate a 'Progress Notes' dialog stating "Note filed." and click [OK]. Close the form. Select the 'Diagnosis' form tab. Validate the 'Diagnosis' form displays as expected. Close the form. Validate the user is taken back to the "myDay" view. Access the desired form. Validate the form displays as expected. Continue opening and closing the desired forms. Validate they display and close as expected.	Topics • NX • To-Do's • Widgets
AV-82845 Summary \| Details Avatar NX - Form Designer Scenario 1: Form Designer - 'Group Registration' form Specific Setup: A group is defined in the 'Group Registration' form. Steps Access the 'Form Designer' form. Select "Group Registration" from the 'Forms' field. Select "Group Registration" from the 'Sections' field. Click [Show Section]. Resize the 'Associated Groups' field to span the entire width of the form. Click [Save] and submit the form. Access the 'Group Registration' form. Select the desired group. Validate the form displays as expected. Validate the 'Associated Groups' field spans the entire width of the form. Close the form.	Topics • Form Designer • Group Registration • NX
AV-83110 Summary \| Details Avatar NX - Search fields Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Pre Admit Scenario 1: Pre Admit Client - Add Client Specific Setup: There must be a practitioner defined (Practitioner A). Steps Access the 'Pre Admit' form. Enter any value in the 'Last Name' and 'First Name' fields. Select any value in the 'Sex' field. Click [New Client] and [Yes]. Validate the form displays the values populated in the previous steps. Enter the desired value in the 'Date of Birth' field. Enter the desired value in the 'Preadmit/Admission Date' field. Enter the desired value in the 'Preadmit/Admission Time' field. Select any value in the 'Program' field. Select any value in the 'Type of Admission' field. Enter and select "Practitioner A" in the 'Admitting Practitioner' field. Click [Expected Date of Admission T]. Enter and select "Practitioner A" in the 'Scheduled Admitting Practitioner' field. Enter any value in the 'Social Security Number' field. Enter any value in the 'Pre-Admission Diagnosis' field and press the "Enter" key. Validate the search results display and select one. Populate any desired fields. Click [Submit].	Topics • Diagnosis • NX