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Avatar OE 2022 Monthly Release 2022.01.02 Acceptance Tests

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Update 2 Summary | Details
Avatar - Order Entry Notification Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Notifications
  • System Management Portal
Scenario 1: Order Entry Notifications - Validations
Specific Setup:
  • Have a system with registry setting "Enable Military Time" set to "Y"
  • A client (Client A) with an active episode and an active order (Order A) must exist.
Steps
  1. Access the 'Order Entry Notifications' form.
  2. Populate required fields.
  3. Click [Process].
  4. Validate all time fields are displayed in military time format (HHMM).
Topics
• Order Entry Notifications
Update 4 Summary | Details
Avatar OE - Specimen Collection
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
Scenario 1: Specimen Site Tree - Orders This Episode and eMAR
Specific Setup:
  • The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry setting must be set to "Y".
  • A 'Specimen Site Tree Definition' must be filed for a 'Specimen Type' "Urine"
  • A lab-type order code must be configured to have a 'Specimen Type' of "Urine" and an external lab vendor. (Order Code A)
  • The following extended attributes must be set in the 'Order Entry Client Information' "(10245) Specimen Type" dictionary for "Urine"
  • '(10253) Specimen Site' - Required
  • '(10244) Specimen Collection' - Lab Vendor Staff Will Collect
  • '(10245) Specimen Site -eMAR' - Disabled
  • '(10255) Disable Specimen Site if Included in Order' - Yes
  • 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).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" and validate the 'Specimen Type' field contains "Urine".
  3. Click [Specimen Site], define a 'Specimen Site', and create the order.
  4. Access the 'eMAR' widget for "Client A".
  5. Click the 'Lab Orders' tab and validate "Order A" displays.
  6. Double click the 'Specimen Collect' cell and validate the 'Specimen Type' and 'Collection Site' fields are populated with the values selected at order entry and disabled.

Note: Whenever orders are placed with a 'Specimen Type' or 'Collection Site' the respective fields will be disabled in 'eMAR'.

  1. Populate any other desired fields, click the 'Accept specimen collection entered' checkbox, and click [OK].
  2. Validate the selected cell displays with the specimen collection time.
Topics
• Avatar eMAR
Update 33 Summary | Details
Order Entry Console - Client Merge - OrderEntry.history_client_order
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Fulfillment
  • RxConnect
  • Avatar eMAR
Scenario 1: Customized administration days carries over when copying or modifying an existing order.
Specific Setup:
  • Client A must have an active inpatient episode.
  • Client A must have information filed in the 'Allergies and Hypersensitivities' forms.
  • A "Twice a Day" frequency code must exist where all days of the week are selected and has administration times of "09:00 AM" and "09:00 PM".
Steps
  1. Select Client A and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code
  3. Populate the required field and click [Custom]
  4. Uncheck the Daily checkbox and check the "Monday", "Wednesday" and "Friday" checkboxes.
  5. File the order.
  6. Select the new order in the Order grid and click [Copy]
  7. Click [Custom].
  8. Validate that the Monday, Wednesday and Friday checkboxes are checked.
  9. Click [Refresh].
  10. Select the new order in the Order grid and click [Modify].
  11. Click [Custom].
  12. Validate that the Monday, Wednesday and Friday checkboxes are checked.
Scenario 2: Order Fulfillment Form
Specific Setup:
  • A Client (Client A) must have an order (Order A) that is configured for 'Order Fulfillment'
Steps
  1. Open the 'Order Fulfillment' form for Client A.
  2. Click [Select Order].
  3. Select 'Order A'.
  4. Click [OK].
  5. Click [Fulfill Order].
  6. Populate the required fields.
  7. Click [File].
  8. Validate the form files successfully.
Scenario 3: OE NX - Non Product Based Ordering - RxConnect fill details - eMAR Order Description
Specific Setup:
  • Avatar OE 2021 Update 23, Avatar eMAR 2021 Update 7, and myAvatar NX Client Release 2021.05.01 are required in order to utilize full functionality
  • A Formulary Push via RxConnect should be performed after installing the update
  • The 'Avatar Order Entry->Facility Defaults->General->->->Enable Non-Product-Based Ordering in Order Entry Console (Orders This Episode)' registry setting must be set to "Y"
  • Please log out of the application and log back in after the above configuration
  • A client must have an active episode. (Client A)
  • Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the Order Entry Console for "Client A".
  2. Set the 'New Order' field to "Acetaminophen".
  3. Validate the 'Non Product Based Order' dialog exists.
  4. Click '500 MG, ORAL, Tablet' and click [Select].
  5. Validate the 'Dose' field is equal to "500".
  6. Validate the 'Dose Unit' field is equal to "MG".
  7. Select "TWICE A DAY" from the 'Freq:' field.
  8. Validate the 'Route' field is equal to "ORAL".
  9. Validate the 'Form' field is equal to "Tablet".
  10. Set the 'Duration' field to "12" and click [Days].
  11. Click the [Add to Scratchpad] and [Sign].
  12. Validate the 'Order grid' contains "Acetaminophen et ACETAMINOPHEN ORAL Tablet500 MG, TWICE A DAY".
  13. Open the 'Launch RxConnect' form.
  14. Click [Launch RxConnect].
  15. Verify 'RxConnect' is launched.
  16. Click the 'Rx Summary' tab.
  17. Select the hospital associated with myAvatar from the 'Select Hospital' field.
  18. Click [Change and Resume].
  19. Verify the 'Pending' tab exists.
  20. Sort the table by patient name.
  21. Right click on the order that was created for "Client A" and select "Process".
  22. Select the 'Drugs' tab on the right hand side.
  23. Select "Generic" from the 'Find By' field.
  24. Enter "Acetaminophen" into the field.
  25. Click [Find].
  26. Verify the 'Drugs' field exists.
  27. Validate the 'Drugs' field contains a medication for Acetaminophen 500 MG TAB Oral with a 'Unit Dose' of "Yes", which means it is not a bulk medication.
  28. Select "the 'Acetaminophen 500 MG TAB Oral' medication" from the 'Drugs' field.
  29. Validate the 'Calculate Dose - Count' field contains "1".
  30. Validate the 'Calculate Dose - Count Unit' field contains "Tablet".
  31. Validate the 'Calculate Dose - Total Dosage' field contains "500".
  32. Validate the 'Calculate Dose - Total Dosage Unit' field contains "MG".
  33. Validate the 'Dose' field contains "500 MG = 1 Tablet".
  34. Set the 'Dose' field to "1 Tablet".
  35. Click [Add Drug].
  36. Click the 'Schedule' tab.
  37. Click [Find].
  38. Select "Twice a Day FLEXIBLE" from the Schedule Results field.
  39. Click [Use Schedule].
  40. Click [Verify].
  41. Click [Save & Print].
  42. Validate the 'Rx #' field contains a value.
  43. Log out of 'RxConnect' and close the form.
  44. Open the 'HL7 Connection Monitor' form.
  45. Select "Inbound "FILL DETAILS-RXCONNECT" Connection" from the 'Select Row' field.
  46. Click [Show Transaction Log].
  47. Verify the 'HL7 Inbound Transaction Report' exists.
  48. Validate the 'Event Type' item contains "O01-RDE".
  49. Validate the 'Name' item contains "Client A's name in the format of Last Name^First Name".
  50. Close the report and close the form.
  51. Open the 'Avatar eMAR' form.
  52. Validate the 'Administration Date' field contains the current date.
  53. Select "Client A" from the 'Client' field.
  54. Validate an order for "Acetaminophen" is displayed with "Give: 500 mg = 1 Tablet (500 MG Tablet) TWICE A DAY - FLEXIBLE".
Scenario 4: OE NX - Client Merge - OrderEntry.History_client_order
Specific Setup:
  • A client must have an active episode. (Client A)
  • A Client must have an active episode. (Client B)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console and create an order.
  2. Create a report on the 'OrderEntry.history_client_order' table and filter on PATID "Client A".
  3. Access the 'Client Merge' form.
  4. Set the 'Source Client' field to "Client A" and select the episode the order was created for from the 'Source Client Episode' field.
  5. Set the 'Target Client' to "Client B" and file the 'Client Merge'.
  6. Refresh the 'OrderEntry.history_client_order' table and validate the row of data for "Client A" no longer displays.
  7. Filter the report on PATID for "Client B" and validate the information for that order has updated to display for "Client B".
Topics
• Order Entry Console • Order Fulfillment • Client Merge • NX
Update 36 Summary | Details
Suppress Printing Of Order Notifications For Discontinued Orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Notifications Routing Table
  • Registry Settings (CWS)
  • Order Entry Notifications Program Routing Table
  • Order Entry Notifications Unit Routing Table
  • Discharge
  • Order Entry Notifications
  • Order Entry Notifications Report
  • Form Return Dialog
Scenario 1: Suppress Printing Of Order Notifications For Discontinued Orders
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Order Notifications->->->Suppress Notification print if Discontinued on Modify' Registry setting must be set to "R".
  • Please log out and then back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Order Entry Notifications Routing Table'.
  2. Select "Dietary" for the 'Select Order Type' field.
  3. Select "Yes" for the 'Send Notification To Printer' field.
  4. Select "Yes" for the 'Suppress Printing Of Order Notifications For Discontinued Orders On Modify Actions' field.
  5. Click [Submit].
  6. Select "Client A" and access the order entry console.
  7. Create a Dietary-type order (Order A).
  8. Modify "Order A"
  9. Validate only the modified order printed.
  10. Access the 'Order Entry Notifications Routing Table'.
  11. Select "Dietary" for the 'Select Order Type' field.
  12. Select "Yes" for the 'Send Notification To Printer' field.
  13. Select "No" for the 'Suppress Printing Of Order Notifications For Discontinued Orders On Modify Actions' field.
  14. Click [Submit].
  15. Access the 'Order Entry Notifications Program Routing Table'.
  16. Select "Dietary" for the 'Select Order Type' field.
  17. Select "Client A's" program in the 'Select Program' field.
  18. Select "Yes" for the 'Send Notification To Printer' field.
  19. Select "Yes" for the 'Suppress Printing Of Order Notifications For Discontinued Orders On Modify Actions' field.
  20. Click [Submit].
  21. Access the order entry console and modify "Order A".
  22. Validate only the modified order printed.
  23. Access the 'Order Entry Notifications Program Routing Table'.
  24. Select "Dietary" for the 'Select Order Type' field.
  25. Select "Client A's" program in the 'Select Program' field.
  26. Select "Yes" for the 'Send Notification To Printer' field.
  27. Select "No" for the 'Suppress Printing Of Order Notifications For Discontinued Orders On Modify Actions' field.
  28. Click [Submit].
  29. Access the 'Order Entry Notifications Unit Routing Table'.
  30. Select "Dietary" for the 'Select Order Type' field.
  31. Select "Client A's" unit in the 'Select Unit' field.
  32. Select "Yes" for the 'Send Notification To Printer' field.
  33. Select "Yes" for the 'Suppress Printing Of Order Notifications For Discontinued Orders On Modify Actions' field.
  34. Click [Submit].
  35. Access the order entry console and modify "Order A".
  36. Validate only the modified order printed.
Scenario 2: Order Entry Notification (Post-Discharge) Report Validation
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Order Management->->->Suppress Order DC Upon Discharge For Tx Settings' Registry setting must be set to no value.
  • Please log out and then back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a Dietary-type order (Order A).
  3. Access the 'Bed Assignment' form and take note of "Client A's" 'Unit', 'Room', and 'Bed'.
  4. Discharge "Client A".
  5. Access the 'Order Entry Notifications' form.
  6. Populate the required fields for an individual client, selecting "Client A" in the 'Select Client' field.
  7. Select "Dietary" in the 'Order Type(s)' field.
  8. Select "Individual" in the 'Print All Notifications or Individual Notification' field.
  9. Select the most recent order in the 'Select Order Notification To Print' field.
  10. Click [Process] and validate the report contains "Client A's" 'Unit', 'Room', and 'Bed'.
Topics
• Order Entry Notifications • NX • myAvatar/myAvatar NX
Update 41 Summary | Details
OE NX - Order Group Setup With Line Break
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Order Group Setup
  • Order Group Setup
  • Order Entry Console - Order Group dialog
  • Order Entry Console - AOE Question Dialog
Scenario 1: OE NX - Order Group Additional Instructions - Preserve Line Breaks
Specific Setup:
  • An Order Group (Order Group A) must have an order (Order A) with 'Special/Additional Instructions' that contains at least 7 lines of text, with a line break at line 6. Example:
  • line1
  • line2
  • line3
  • line4
  • line5

  • line7
  • A client must have an active episode. (Client A)
  • "Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" from the 'New Order' field.
  3. Click the checkbox for "Order A" from the 'Order Group' dialog and click [Add to Scratchpad].
  4. Select "Order A" from the 'Scratchpad'.
  5. Populate all required fields.
  6. Validate the 'Addl Instructions' field contains the information added preserving the line breaks.
  7. Click [Update Order] and [Sign].
  8. Validate the 'Order grid' contains "Order A" with the appropriate information.
Topics
• Order Entry Console • NX
Update 42 Summary | Details
Diagnosis mapping for multiple Orders during Order Entry
Scenario 1: OE NX - Orders This Episode - Schedule II - New, Copy, Modify, Hold, Resume, and Discontinue
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as an allergy to "Ritalin" filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select "RITALIN LA (METHYLPHENIDATE HCL) 10 MG CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 ORAL (Schedule II)" in the 'New Order' field.
  3. Validate a warning indicator is displayed with "At least one warning has been found with this order" link under the 'New Order' field.
  4. Set the 'Dose' field to "1".
  5. Select "Tablet" from the 'Dose Unit' field.
  6. Select "TWICE A DAY" from the 'Freq' field.
  7. Set the 'Duration' field to "10" and click [Days].
  8. Click [Add to Scratchpad] and [Sign].
  9. Validate the 'Interactions' dialog is displayed with an allergy interaction for "Ritalin".
  10. Override the interaction and click [Save Override and Exit].
  11. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
  12. Select the order and click [Copy].
  13. 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].
  14. Click [Add to Scratchpad] and [Sign].
  15. Validate that the 'Interactions' dialog is displayed with an allergy interaction for "Ritalin" and a 'Duplicate Order' interaction.
  16. Override all interactions and click [Save Override and Exit].
  17. Validate the 'Order grid' contains two orders for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
  18. Select the first order and click [Modify].
  19. Set the Dose to "2".
  20. Validate that "Tablet" is displayed in the 'Dose Unit' field
  21. Click [Add to Scratchpad] and [Sign].
  22. Validate that the 'Interactions' dialog is displayed with an allergy interaction for "Ritalin" and a 'Duplicate Order' interaction.
  23. Override all interactions and click [Save Override and Exit].
  24. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" and an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
  25. Select the first order and click [Hold], [Add to Scratchpad], and [Sign].
  26. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" with an "Order Status" of "Active(On Hold)".
  27. Select the order with an 'Order Status' of "Active(On Hold)" and click [Resume], [Add to Scratchpad], and [Sign].
  28. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" and an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY" both with an 'Order Status' of "Active"
  29. Select the first order and click [Renew].
  30. Set the 'Renew' field to "15" and click [Days].
  31. Click [Add to Scratchpad] and [Sign].
  32. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" and an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
Scenario 2: OE NX - Orders this Episode - Copy, Modify, and Reorder with Diagnosis
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADDERALL 10 MG TABLET ORAL (Schedule II)" from the 'New Order' field.
  3. Set the 'Dose' field to "2".
  4. Validate the 'Dose Unit' field is equal to "Tablet".
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "28" and click [Days].
  7. Set the 'Start Date' field to "t-27".
  8. Set the 'Start Time' field to the current time.
  9. Validate the 'Dispense Qty' field is equal to "112".
  10. Select "Tablet" from the 'Dispense Qty Unit' field.
  11. Validate the 'Earliest Fill Date' field is equal to the current date.
  12. Search for and select "Anger" from the 'Diagnosis' field.
  13. Click [Add to Scratchpad] and [Final Review].
  14. Validate the 'Interactions' dialog is displayed.
  15. Override all interactions and click [Save Override and Exit].
  16. Select 'None in the 'Output' field and click [Sign].
  17. Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Copy].
  18. Validate the 'Diagnosis' field is equal to "Anger".
  19. Click [Refresh Orders].
  20. Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Modify].
  21. Validate the 'Diagnosis' field is equal to "Anger".
  22. Click [Refresh Orders].
  23. Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Reorder].
  24. Validate the 'Diagnosis' field is equal to "Anger".
Scenario 3: OE NX - Orders This Episode - Enter Multiple Diagnosis during Order Entry
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  3. Search for and select "Headache" from the 'Diagnosis' field.
  4. Fill out all other required fields and click [Add to Scratchpad].
  5. Search for and select "WELLBUTRIN 100 MG TABLET ORAL" from the 'New Order' field.
  6. Search for and select "Depressive episode" from the 'Diagnosis' field.
  7. Fill out all other required fields and click [Add to Scratchpad].
  8. Search for and select "PRILOSEC 10 MG/1 PACKET PACKET ORAL" from the 'New Order' field.
  9. Search for and select "Heartburn" from the 'Diagnosis' field.
  10. Fill out all other required fields and click [Add to Scratchpad].
  11. Click [Sign].
  12. Validate the three orders are displayed in the Order grid.
  13. Select the order for "ADVIL 200 MG TABLET ORAL" and click [Modify].
  14. Validate the Diagnosis field contains "Headache".
  15. Validate the three orders are displayed in the Order grid.
  16. Select the order for "WELLBUTRIN 100 MG TABLET ORAL" and click [Modify].
  17. Validate the Diagnosis field contains "Depressive episode".
  18. Validate the three orders are displayed in the Order grid.
  19. Select the order for "PRILOSEC 10 MG/1 PACKET PACKET ORAL" and click [Modify].
  20. Validate the Diagnosis field contains "Heartburn".
Topics
• Order Entry Console • NX • Diagnosis
Update 46 Summary | Details
Order Entry Console - Client Reported to Reported
Scenario 1: OE NX - AMR & DMR - Reported Medications
Specific Setup:
  • The 'Default to 'Reported'' checkbox in the 'Order Entry User Definition' form must be selected for the logged in user.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab and validate the 'Reported' checkbox is checked.
  3. Create a 'Reported' order.
  4. Select the 'Admission Med Reconciliation' tab
  5. Validate the 'Reported' med displays in the 'Home Medications (Pre-Admission)' table.
  6. Select the 'Discharge Med Reconciliation' tab.
  7. Validate the 'Reported' order displays in the 'Home Medications Scratchpad (Post-Discharge)'.
  8. Select the 'Reported' order and click [D/C].
  9. Click [Review and Sign].
  10. Validate 'Discharge Med Reconciliation' displays in view only mode.
Scenario 2: OE NX - Discharge Med Reconciliation - Create New Order and place in 'Hold in Pending Status'
Specific Setup:
  • Two clients must have active inpatient episodes. (Client A and Client B) One whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • "Client A" and "Client B" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console and access the 'Home Medications' tab
  2. Create a 'Reported' order "Order A" with 'Reported Source' and 'Reported Text'
  3. Validate the 'Order grid' contains "Order A Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  4. Select the 'Discharge Med Reconciliation' tab.
  5. Hover over "Order A" and validate "Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported"" is displayed.
  6. Create an order for "Order B".
  7. Select "Order A" and click [Continue].
  8. Click [Hold in Pending Status].
  9. Select the 'Orders This Episode' tab.
  10. Select the 'Discharge Med Reconciliation' tab.
  11. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains "Order B".
  12. Select the 'Home Medications' tab.
  13. Select the 'Discharge Med Reconciliation' tab.
  14. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains "Order B".
  15. Select the 'Admission Med Reconciliation' tab.
  16. Select the 'Discharge Med Reconciliation' tab.
  17. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains "Order B".
  18. Click [Edit Pending Reconciliation]
  19. Validate the 'Warning' message is displayed stating "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved." and click [OK].
  20. Select "Client B" and access the Order Entry Console.
  21. Select the 'Discharge Med Reconciliation' tab.
  22. Select "Client A" and access the Order Entry Console.
  23. Select the 'Discharge Med Reconciliation' tab.
  24. Validate the 'Saved session' message is displayed stating "New medications may have been added since you switched clients. Do you want to restart reconciliation to ensure all medication orders are up to date or continue with reconciliation in progress?" and click [Continue].
  25. Select the order for "Order B" and click [Undo].
  26. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order "Order A".
Scenario 3: OE NX - Admission Med Rec - Edit Pending Reconciliation - Hold in Pending Status, Active and Reconcile
Specific Setup:
  • The 'Default to Client Reported' checkbox is checked for the logged in user in the 'Order Entry User Definition' form.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order "Order A".
  3. Click the 'Home Medications' tab.
  4. Create a 'Reported' order "Order B" with 'Reported Source' and 'Reported Source Text'
  5. Validate the 'Order grid' contains "Order B Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  6. Click the 'Admission Reconciliation' tab.
  7. Hover over "Order B" and validate "Reported Source: Reported, Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported" is displayed.
  8. Validate the 'Inpatient Medications Scratchpad' contains "Order A".
  9. Select the order in the 'Home Medications (Pre-Admission)' and click [Add to Scratchpad].
  10. Populate the required fields and click [Update Order].
  11. Click [Hold in Pending Status].
  12. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  13. Click the 'Home Medications' tab.
  14. Click the 'Admission Reconciliation' tab.
  15. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  16. Click [Edit Pending Reconciliation].
  17. Validate the 'Warning' message is displayed stating "Admission Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [OK].
  18. Create a new order "Order B" and click [Add to Scratchpad]
  19. Click [Hold in Pending Status].
  20. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  21. Click [Activate for Reconciliation].
  22. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Topics
• Order Entry Console • NX