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Avatar OE 2022 Monthly Release 2022.02.00 Acceptance Tests

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Update 15 Summary | Details
Order Code Load Utility Via Micromedex Red Book Database
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Order Code Load/Update Utility Via Micromedex Red Book Database
Scenario 1: Order Code - Uniform Order Code
Steps
  1. Access the 'Order Code Setup' form.
  2. Alter NDC's for three order codes.
  3. Access the 'Order Code Load/Update Utility Via MicroMedex Red Book Database.
  4. Click [Create/Update Order Codes].
  5. Access the 'Order Code Setup' form.
  6. Validate the 3 order codes have their original NDC's.
Topics
• NX
Update 17 Summary | Details
OE NX - Home Medications - OrderConnect Links
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 - Home Medications - Prescriber's Queue and External RxHx links
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) make note of the 'Agency ID' in the 'OrderConnect Facility/Agency Definition' form for Client A's program.
Steps
  • Select "Client A" and access the Order Entry Console.
  • Click the 'Home Medications' tab.
  • Click the 'External RxHx' and 'Prescriber's Queue' links and validate the 'Facility Name' for the agency associated to "Client A's" program displays.
Topics
• Order Entry Console • NX
Update 20 Summary | Details
NX - Default Duration of Home Meds orders with PRN frequency
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 - Default Duration of Home Meds orders with PRN frequency
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Access the 'Registry Settings' form.
  2. Search for and select the Registry Setting: "Avatar Order Entry->Facility Defaults->Client Profile->->->Default Duration for PRN prescriptions in OE Console (Home Meds)".
  3. Validate the 'Registry Setting Value' field contains "0" and close the form.
  4. Select "Client A" and access the Order Entry Console.
  5. Select the 'Home Medications' tab.
  6. Uncheck the 'Client Reported' checkbox.
  7. Search for and select "Advil 200 MG, Tablet, Oral Tablet Oral (1 Tablet AS NEEDED)" from the 'New Order' field.
  8. Validate the 'Frequency' field contains "AS NEEDED".
  9. Validate the 'Days Supply' field does not contain a value.
  10. Validate the 'Dispense Qty' field does not contain a value.
  11. Validate the 'Start Date' field contains the current date.
  12. Validate the 'Stop Date' field does not contain a value.
  13. Set the 'Days Supply' field to "30" and press [Tab].
  14. Validate the 'Dispense Qty' field contains "30".
  15. Validate the 'Stop Date' field contains a date thirty days in the future.
  16. Click [Add to Scratchpad] and [Final Review].
  17. Select "None" from the 'Output' field and click [Sign].
  18. Access the 'Registry Settings' form.
  19. Search for and select the Registry Setting: "Avatar Order Entry->Facility Defaults->Client Profile->->->Default Duration for PRN prescriptions in OE Console (Home Meds)".
  20. Set the 'Registry Setting Value' field to "90" and click [Submit].
  21. Close the form and log out and back into the application.
  22. Select "Client A" and access the Order Entry Console.
  23. Select the 'Home Medications' tab.
  24. Uncheck the 'Client Reported' checkbox.
  25. Search for and select "Advil 200 MG, Tablet, Oral Tablet Oral (1 Tablet AS NEEDED)" from the 'New Order' field.
  26. Validate the 'Frequency' field contains "AS NEEDED".
  27. Validate the 'Days Supply' field does not contain a value.
  28. Validate the Dispense Qty field does not contain a value.
  29. Validate the 'Start Date' field contains the current date.
  30. Validate the 'Stop Date' field contains a date ninety days in the future.
  31. Set the 'Days Supply' field to "30" and press [Tab].
  32. Validate the 'Dispense Qty' field contains "30".
  33. Validate the 'Stop Date' field contains a date ninety days in the future.
  34. Click [Add to Scratchpad] and [Final Review].
  35. Select "None" from the 'Output' field and click [Sign].
Topics
• Order Entry Console • Home Medications • NX
Update 27 Summary | Details
OE NX - Order Entry Forms Printing - Alternate 7 day - Fill Details
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Launch RxConnect
  • Order Entry Forms Definition
  • Order Entry Forms Printing
Scenario 1: OE NX - Order Entry Forms Printing - Alternate 7 day - Fill Details
Specific Setup:
  • The environment used must be configured to communicate with RxConnect
  • 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. Create a pharmacy-type order.
  3. Access the 'Launch RxConnect' form and click [Launch RxConnect].
  4. Fill the order created via RxConnect.
  5. Access the 'Order Entry Forms Definition' form.
  6. Create a form for the 'Alternate Record (7 Day grid Alternate Format)'.
  7. Access the 'Order Entry Forms Printing' form.
  8. Select the form created above and run the report for "Client A".
  9. Validate the report shows the order details with the correct strength and dose for the filled order (Order A).
Topics
• NX • Order Entry Forms Printing
Update 30 Summary | Details
Change Ordering Practitioner in myAvatar updates it in RxConnect
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HL7 Connection Monitor
  • Launch RxConnect
  • Change Ordering Practitioner
  • Rx Summary
  • Change Ordering Practitioner (My Orders)
Scenario 1: Validate Practitioner change in RxConnect when changed using 'Change Ordering Practitioner' form.
Specific Setup:
  • myAvatar must be configured to communicate with RxConnect via HL7 and vice versa.
  • An 'ADT-RXCONNECT' connection must be configured.
  • In RxConnect, the Configuration > HL7 field 'Allow Ordering Practitioner Changes' must be checked.
  • Extended dictionary data element 'Allow change Ordering Practitioner' set to "Yes" for Data Element 'Order Types' = "Pharmacy".
  • In 'Order Entry User Definition', the user's 'Order types that require Validation' should be set for "Pharmacy".
Steps
  1. Create a Medication order for "Practitioner A".
  2. Access the ‘HL7 Connection Monitor’ form.
  3. Select the "Outbound ORDERS- RXCONNECT" connection in the 'Select Row' field.
  4. Click [Show Transaction Log].
  5. Validate the 'HL7 Outbound Transaction Log' report is displayed and contains a message with an 'Event Type' of "ORM^O01" and 'Action' = "NW" with the most recent date and time.
  6. Close the report and form.
  7. Access the 'Launch RxConnect' form and launch RxConnect.
  8. Go to Rx Summary > Pending
  9. Select the medication order sent from myAvatar, right click and select 'Process'.
  10. Validate that the 'Prescribing Practitioner' = "Practitioner A".
  11. Access the 'Change Ordering Practitioner' form.
  12. Change the current practitioner value from "Practitioner A" to a new practitioner value "Practitioner B".
  13. Access the ‘HL7 Connection Monitor’ form.
  14. Select the "Outbound ORDERS- RXCONNECT" connection in the 'Select Row' field.
  15. Click [Show Transaction Log].
  16. Validate the 'HL7 Outbound Transaction Log' report is displayed and contains a message with an 'Event Type' of "ORM^O01" and 'Action' = "XO" with the most recent date and time.
  17. Close the report and form.
  18. Access the 'Launch RxConnect' form and launch RxConnect.
  19. Go to Rx Summary > Pending
  20. Select the medication order sent from myAvatar, right click and select 'Process'.
  21. Validate that the 'Prescribing Practitioner' = "Practitioner B".


Scenario 2: Validate Practitioner change in RxConnect when changed using 'Change Ordering Practitioner (My Orders)' form.
Specific Setup:
  • myAvatar must be configured to communicate with RxConnect via HL7 and vice versa.
  • An 'ADT-RXCONNECT' connection must be configured.
  • In RxConnect, the Configuration > HL7 field 'Allow Ordering Practitioner Changes' must be checked.
  • Extended dictionary data element 'Allow change Ordering Practitioner' set to "Yes" for Data Element 'Order Types' = "Pharmacy".
  • In 'Order Entry User Definition', the user's 'Order types that require Validation' should be set for "Pharmacy".
Steps
  1. Create a Medication order for "Practitioner A".
  2. Access the ‘HL7 Connection Monitor’ form.
  3. Select the "Outbound ORDERS- RXCONNECT" connection in the 'Select Row' field.
  4. Click [Show Transaction Log].
  5. Validate the 'HL7 Outbound Transaction Log' report is displayed and contains a message with an 'Event Type' of "ORM^O01" and 'Action' = "NW" with the most recent date and time.
  6. Close the report and form.
  7. Access the 'Launch RxConnect' form and launch RxConnect.
  8. Go to Rx Summary > Pending
  9. Select the medication order sent from myAvatar, right click and select 'Process'.
  10. Validate that the 'Prescribing Practitioner' = "Practitioner A".
  11. Access the 'Change Ordering Practitioner (My Orders) ' form.
  12. Change the current practitioner value from "Practitioner A" to a new practitioner value "Practitioner B".
  13. Access the ‘HL7 Connection Monitor’ form.
  14. Select the "Outbound ORDERS- RXCONNECT" connection in the 'Select Row' field.
  15. Click [Show Transaction Log].
  16. Validate the 'HL7 Outbound Transaction Log' report is displayed and contains a message with an 'Event Type' of "ORM^O01" and 'Action' = "XO" with the most recent date and time.
  17. Close the report and form.
  18. Access the 'Launch RxConnect' form and launch RxConnect.
  19. Go to Rx Summary > Pending
  20. Select the medication order sent from myAvatar, right click and select 'Process'.
  21. Validate that the 'Prescribing Practitioner' = "Practitioner B".
Topics
• Change Ordering Practitioner
Update 31 Summary | Details
Avatar OE - Med Rec - Currently In Use Restrictions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: Multiple Users cannot access the same Medication Reconciliation tab for the same client at the same time
Specific Setup:
  • A client must be in 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.
  • A user must be accessing the 'Admission Med Reconciliation' tab for "Client A" (User B).
  • A user must be accessing the 'Discharge Med Reconciliation' tab for "Client A" (User C).
Steps
  1. Access the 'Order Entry Console' for "Client A".
  2. Click the 'Admission Med Reconciliation' tab.
  3. Validate the Medication Reconciliation is locked dialog contains "Admission Medication Reconciliation for this client/episode is currently in use by another User: (User ID User Description) opened at Date Time".
  4. Click [OK].
  5. Validate the 'Admission Med Reconciliation' header field contains: "Admission Medication Reconciliation for this client/episode is currently in use by another User: User ID User Description, opened at Date Time. No actions are allowed at this time. To review the client's current medications please proceed to the Orders This Episode or Home Medications tabs."
  6. Validate all buttons are disabled.
  7. Click the 'Discharge Med Reconciliation' tab.
  8. Validate the 'Medication Reconciliation is locked' dialog contains "Discharge Medication Reconciliation for this client/episode is currently in use by another User: User ID User Description opened at Date Time."
  9. Click [OK].
  10. Validate all buttons are disabled.
  11. Validate the 'Discharge Med Reconciliation' header field contains "Discharge Medication Reconciliation for this client/episode is currently in use by another User: User ID User Description, opened at Date Time. No actions are allowed at this time. To review the client's current medications please proceed to the Orders This Episode or Home Medications tabs."
Topics
• Admission Med Reconciliation • Discharge Med Reconciliation
Update 43 Summary | Details
Avatar OE - Renew Order
Scenario 1: OE NX - Orders This Episode - non-controlled substance - Maximum Eventual Order Duration extended attribute - New, Renew and Discontinue - eRx - external pharmacy mode
Specific Setup:
  • The '(525) Maximum Eventual Order Duration' extended attribute off of the Order Entry Tabled Files '(500) Order Types' dictionary must be set to "365" for "Pharmacy".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode whose program or unit is 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. Remain on 'Orders This Episode'.
  3. In the 'New Order' field, create a non-controlled substance, pharmacy type order (Order A).
  4. Set the 'Duration' field to "366" and click [Days].
  5. Populate remaining fields that are required.
  6. Click [Add to Scratchpad], [Final Review], and then [Sign].
  7. Validate a message is displayed stating: The order for "Order A" has the following issue: Duration cannot exceed 365 days. This maximum duration is the 'Maximum Eventual Order Duration' for this 'Order Type'.
  8. Click [OK].
  9. Select the order in the 'Scratchpad'.
  10. Set the 'Duration' field to "365" and validate that [Days] is selected.
  11. Click [Update Order], [Final Review], and then [Sign].
  12. Validate the 'Order grid' contains the order for "Order A".
  13. Select the order and click [Renew].
  14. Set the 'Renew' field to "366" and click [Days].
  15. Click [Add to Scratchpad] and [Sign].
  16. Validate a message is displayed stating: The order for "Order A" has the following issue: Duration cannot exceed 365 days. This maximum duration is the 'Maximum Eventual Order Duration' for this 'Order Type'.
  17. Click [OK].
  18. Select the order in the 'Scratchpad'.
  19. Set the 'Renew' field to "365" and validate that [Days] is selected.
  20. Click [Update Order] and [Sign].
  21. Validate the 'Order grid' contains the order for "Order A".
  22. Select the order and click [D/C], [Add to Scratchpad] and [Final Review].
  23. Validate the 'Final Review' dialog is displayed and click [Sign].
  24. Validate the 'Order grid' contains no orders.
Scenario 2: OE NX - Orders This Episode - controlled substance - Maximum Eventual Order Duration extended attribute - New, Renew and Discontinue - external pharmacy mode
Specific Setup:
  • The '(525) Maximum Eventual Order Duration' extended attribute off of the Order Entry Tabled Files '(500) Order Types' dictionary must be set to "365" for "Pharmacy".
  • The Registry Setting 'Maximum Eventual Order Duration For Controlled Substances Registry Setting Value' must be set to "30&30&180&180&180"
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode whose program or unit is 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. Remain on 'Orders This Episode'.
  3. In the 'New Order' field, create a Schedule 2 controlled substance, pharmacy type order (Order A).
  4. Set the 'Duration' field to "31" and click [Days].
  5. Populate remaining fields that are required.
  6. Click [Add to Scratchpad], [Final Review], and then [Sign].
  7. Validate a message is displayed stating: The order for "ADDERALL 10 MG TABLET ORAL (Schedule II)" has the following issue: Duration cannot exceed 28 days. This maximum duration is the calculated OrderConnect prescription length.
  8. Click [OK].
  9. Select the order in the 'Scratchpad'.
  10. Set the 'Duration' field to "28" and validate that [Days] is selected.
  11. Click [Update Order], [Final Review], and then [Sign].
  12. Validate the 'Order grid' contains the order for "Order A".
  13. Select the order and click [Renew].
  14. Set the 'Renew' field to "31" and click [Days].
  15. Click [Add to Scratchpad] and [Sign].
  16. Validate a message is displayed stating: The order for "Order A" has the following issue: (Renew of Order# ) Duration cannot exceed 28 days. This maximum duration is the calculated OrderConnect prescription length.
  17. Click [OK].
  18. Select the order in the 'Scratchpad'.
  19. Set the 'Renew' field to "28" and validate that [Days] is selected.
  20. Click [Update Order] and [Sign].
  21. Validate the 'Order grid' contains the order for "Order A".
  22. Select the order and click [D/C], [Add to Scratchpad] and [Final Review].
  23. Validate the 'Final Review' dialog is displayed and click [Sign].
  24. Validate the 'Order grid' contains no orders.
OE NX - Home Medications - Reported Order
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 - Home Medications - Edit a 'Client Reported' order
Specific Setup:
  • The logged in user must have the 'Default to Client Reported' field checked in the 'Order Entry User Definition' form
  • A client must have an active episode. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Validate the 'Client Reported' checkbox is checked.
  4. Search for and select "QuilliChew ER 40 MG Oral Tablet, Extended Release, Chewable (Schedule II)" from the 'New Order' field and click [Save].
  5. Validate the 'Order Type' cell contains "Reported".
  6. Uncheck the 'Client Reported' checkbox.
  7. Select the "QuilliChew ER 40 MG Oral Tablet, Extended Release, Chewable (Schedule II)" order created from the 'Order grid' and click [Edit].
  8. Validate the 'Client Reported' checkbox is checked.
  9. Validate the 'New Order' field is "Disabled".
  10. Validate the 'Start Date' field is equal to the current date.
  11. Set the 'Stop Date' field to the current date and click [Save].
  12. Validate the 'Order grid' no longer contains an order for "QuilliChew ER 40 MG Oral Tablet, Extended Release, Chewable (Schedule II)".
OE NX - Order Entry Console - Priority Filter
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 - Home Medications - Priority Filter
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A", access the Order Entry Console and click the 'Home Medications' tab.
  2. Create an order whose priority is "PRN". (Order A)
  3. Create an order whose priority is "STAT". (Order B)
  4. Create an order whose priority is "Routine". (Order C)
  5. Create an order whose priority is "Other". (Order D)
  6. Create an order whose priority is "Unknown" i.e. a reported order. (Order E)
  7. Set the new 'Priority' filter to "All" and validate "Order A", "Order B", "Order C", "Order D", and "Order E" are present in the 'Order grid' field.
  8. Set the new 'Priority' filter to "PRN" and validate only "Order A" is present in the 'Order grid' field.
  9. Set the new 'Priority' filter to "STAT" and validate only "Order B" is present in the 'Order grid' field.
  10. Set the new 'Priority' filter to "Routine" and validate only "Order C" is present in the 'Order grid' field.
  11. Set the new 'Priority' filter to "Other" and validate only "Order D" is present in the 'Order grid' field.
  12. Set the new 'Priority' filter to "Unknown" and validate only "Order E" is present in the 'Order grid' field.
Scenario 2: OE NX - Orders This Episode - Priority Filter
Specific Setup:
  1. A client must have an active episode. (Client A)
  2. “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A", access the Order Entry Console and click the 'Orders This Episode' tab.
  2. Create an order whose priority is "PRN". (Order A)
  3. Create an order whose priority is "STAT". (Order B)
  4. Create an order whose priority is "Routine". (Order C)
  5. Create an order whose priority is "Other". (Order D)
  6. Set the new 'Priority' filter to "All" and validate "Order A", "Order B", "Order C", and "Order D" are present in the 'Order grid' field.
  7. Set the new 'Priority' filter to "PRN" and validate only "Order A" is present in the 'Order grid' field.
  8. Set the new 'Priority' filter to "STAT" and validate only "Order B" is present in the 'Order grid' field.
  9. Set the new 'Priority' filter to "Routine" and validate only "Order C" is present in the 'Order grid' field.
  10. Set the new 'Priority' filter to "Other" and validate only "Order D" is present in the 'Order grid' field.
  11. Set the new 'Priority' filter to "Unknown" and validate no orders are present in the 'Order grid' field.
OE NX - Home Medications - No Known Medications Check Box
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry Console - Admission Med Reconciliation
Scenario 1: OE NX - Home Medications - No Known Medications
Specific Setup:
  • A client must have an active episode. (Client A)
  • "Client A" must have no orders in the 'Home Medications' tab.
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A", access the Order Entry Console and click the 'Home Medications' tab.
  2. Check the 'No Known Medications' field and validate that the 'New Order' field becomes disabled.
  3. Click the 'Admission Reconciliation' tab.
  4. Validate the 'No Known Medications' field is checked and disabled.
  5. Click the 'Home Medications' tab.
  6. Validate the 'No Known Medications' field is still checked.
Topics
• Order Entry Console • NX • myAvatar/myAvatar NX • Home Medications • myAvatar NX Only
Update 44 Summary | Details
OE NX - Order Validation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Physician Order Validation
  • Order Validation
Scenario 1: Physician Order Validation - Team Filter Enabled/Disabled - Restrict Order Validation Disabled.
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Order Validation->->->Enable filters in Order Validation forms' registry setting must be set to "U&P&T"
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Restrict Order Validation to the Responsible Practitioner' registry setting must be set to "N"
  • The 'Avatar Order Entry->Facility Defaults->Physician Order Validation->->->Allow multiple Client selection in Physician Order Validation' registry setting must be set to "Y"
  • Please log out of and back into the application after this configuration has been done.
  • A team must exist in the 'Team Definition' form. (Team A)
  • Two users must exist in the application: one whose actions require validation (User A) and one whose actions do not require Validation (User B).
  • "User A" must be logged into the application.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" from the 'Dose Unit' field.
  5. Select "AS NEEDED" from the 'Freq' field.
  6. Set the 'Duration' field to "11" and click [Days].
  7. Validate the 'Days Supply' field contains "11".
  8. Select "Tablet" from the 'Dispense Qty' Unit field.
  9. Click [Add to Scratchpad].
  10. Search for and select "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the 'New Order' field.
  11. Set the 'Dose' field to "1".
  12. Select "TABLET" from the 'Dose Unit' field.
  13. Select "AS NEEDED" from the 'Freq' field.
  14. Set the 'Duration' field to "28" and click [Days].
  15. Validate the 'Days Supply' field contains "28".
  16. Select "Capsule" from the 'Dispense Qty' Unit field.
  17. Click [Add to Scratchpad].
  18. Set the 'Ordering Practitioner' field to the Practitioner associated to the user who will validate the orders.
  19. Click [Sign].
  20. Validate the 'Order grid' contains the order "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE1 TABLET, AS NEEDED" and the 'Order Status' contains "Requires Validation".
  21. Validate the 'Order grid' contains the order "ADVIL 200 MG ORAL 1 TABLET, AS NEEDED" and the 'Order Status' contains "Requires Validation".
  22. Log out of the application and log back in as User B.
  23. Access the 'Physician Order Validation' form.
  24. Validate the 'Filter By Selected Responsible Practitioner (Optional)' field contains the practitioner associated to the currently logged in user.
  25. Select "(No Filtering)" from the 'Filter By Selected Responsible Practitioner (Optional)' field.
  26. Validate the 'Filter By Team as Responsible Practitioner (Optional)' field contains "(No Filtering)".
  27. Validate the 'Filter by Practitioner Within Selected Team as Responsible Practitioner' field is disabled.
  28. Select "Team A" from the 'Filter By Team as Responsible Practitioner (Optional)' field.
  29. Select in the 'Filter by Practitioner Within Selected Team as Responsible Practitioner' field the practitioner who was selected to validate the orders.
  30. Validate the 'Filter By Selected Responsible Practitioner (Optional)' field contains "(No Filtering)".
  31. Click [Select Clients] and select "Client A".
  32. Click [OK].
  33. Click [Select Orders To Validate].
  34. Select " ADVIL 1 TABLET " and click [OK].
  35. Click [Validate Selected Orders Using Default Values] and click [OK].
  36. Validate the 'Details of Selected Orders' field is in view-only mode.
  37. Select "Client A" and access the Order Entry Console.
  38. Validate the 'Order grid' contains the order "ADVIL 200 MG ORAL 1 TABLET, AS NEEDED" and the 'Order Status' contains "Active"
  39. Set the 'Enable filters in Order Validation forms' registry setting must be set to "U&P", "T" must be removed.
  40. Log out of the application and log back in.
  41. Access the 'Physician Order Validation' form.
  42. Validate the 'Filter By Selected Responsible Practitioner (Optional)' field contains the practitioner associated to the currently logged in user.
  43. Validate the 'Filter By Team as Responsible Practitioner (Optional)' field is hidden.
  44. Validate the 'Filter by Practitioner Within Selected Team as Responsible Practitioner' field is hidden.
  45. Select "(No Filtering)" from the 'Filter By Selected Responsible Practitioner (Optional)' field.
  46. Select in the 'Filter By Selected Responsible Practitioner (Optional)' field the practitioner who was selected to validate the orders.
  47. Click [Select Clients] and select "Client A".
  48. Click [OK].
  49. Click [Select Orders To Validate].
  50. Select "PRILOSEC 1 TABLET" and click [OK].
  51. Click [Validate Selected Orders Using Default Values] and click [OK].
  52. Validate the 'Details of Selected Orders' field is in view-only mode.
  53. Select "Client A" and access the Order Entry Console.
  54. Validate the 'Order grid' contains the order "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE1 TABLET, AS NEEDED" and the 'Order Status' contains "ACTIVE".
Scenario 2: OE NX - Order Validation - Field Validation - 'Allow Multiple Client Selection in 'Physician Order Validation' form' = "Y"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Order Validation->->->Allow multiple Client selection in Order Validation forms' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Order Validation->->->Display Refills Allowed and Dispense Quantity in Order Validation forms' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Order Validation->->->Enable filters in Order Validation forms' registry setting must be set to "U&P&T".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Restrict Order Validation to the Responsible Practitioner' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A handful of clients must have orders that require validation that did not go to OrderConnect and has an Order Practitioner associated with the user logged into the application.
  • Avatar RADplus 2022 update 71 is required for some functionality.
Steps
  1. Access the 'Order Validation' form
  2. Validate all clients are selected upon entering the form.
  3. Validate changing the filters at the top of the form change the clients available in the 'Select Clients' list.
  4. Click [View] for any individual row in the 'Select Orders to Validate' grid.
  5. Validate order information for the selected order displays in the 'Details of Selected Orders' field.
  6. Click [Display Details for All Selected Orders].
  7. Validate the 'Details of Selected Orders' field contains information for all selected orders.
  8. Click [Validate Selected Orders] and validate all orders selected have been validated.
Scenario 3: OE NX - Order Validation - Field Validation - 'Allow Multiple Client Selection in 'Physician Order Validation' form' set to "N"
Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Order Validation->->->Allow multiple Client selection in Order Validation forms' registry setting must be set to "N".

The 'Avatar Order Entry->Facility Defaults->Order Validation->->->Display Refills Allowed and Dispense Quantity in Order Validation forms' registry setting must be set to "N".

The 'Avatar Order Entry->Facility Defaults->Order Validation->->->Enable filters in Order Validation forms' registry setting must be set to no value.

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Restrict Order Validation to the Responsible Practitioner' registry setting must be set to "Y".

Please log out of the application and log back in after completing the above configuration.

Two clients must have orders that require validation. (Client A and Client B)

Steps
  1. Access the 'Order Validation' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Validate that all orders are selected and click [Validate Selected Orders].
  4. Validate that a 'Validated' message is received and click [OK].
  5. Select "Client B" and validate all orders are selected.
  6. Click [Display Details for All Selected Orders].
  7. Validate that the details for the orders selected are displayed in the 'Details of Selected Orders' field.
  8. Click [Select/Deselect All Orders] and click [Display Details for All Selected Orders].
  9. Validate that the 'Details of Selected Orders' field contains no information.
Scenario 4: OE NX - Physician Order Validation - Modified orders
Specific Setup:
  • Two users must exist in the application: one whose actions require validation (User A) and one whose actions do not require Validation (User B).
  • "User A" must be logged into the application.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client "A and access the Order Entry Console.
  2. Create a pharmacy order "Order A".
  3. Modify "Order A".
  4. Access the 'Physician Order Validation' form as "User B"
  5. Select "Client A" and click [Select Orders to Validate].
  6. Validate there is only one order available to be validated.
  7. Select the order and click [Validate Selected Orders Using Default Values].
  8. Log into the application as a user that requires validation.
  9. Select "Client A" and access the Order Entry Console.
  10. Modify the now validated "Order A".
  11. Discontinue the new order.
  12. Access the 'Physician Order Validation' form as "User B"
  13. Select "Client A" and click [Select Orders to Validate].
  14. Validate there are two orders that have both been discontinued.
  15. Select both orders and click [Validate Selected Orders Using Default Values].
  16. Validate both orders have been validated.
Scenario 5: OE NX - Order Validation - Modified orders
Specific Setup:
  • Two users must exist in the application: one whose actions require validation (User A) and one whose actions do not require Validation (User B).
  • "User A" must be logged into the application.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘U
Steps
  1. Select "Client "A and access the Order Entry Console.
  2. Create a pharmacy order "Order A".
  3. Modify "Order A".
  4. Access the 'Order Validation' form as "User B"
  5. Select "Client A" and validate there is only one order available to be validated.
  6. Select the order and click [Validate Selected Orders].
  7. Validate the order has been validated.
  8. Log into the application as a user that requires validation.
  9. Select "Client A" and access the Order Entry Console.
  10. Modify the now validated "Order A".
  11. Discontinue the new order.
  12. Access the 'Order Validation' form as "User B"
  13. Select "Client A" and validate there are two orders that have both been discontinued.
  14. Select both orders and click [Validate Selected Orders].
  15. Validate both orders have been validated.
Topics
• Physician Order Validation • NX • Order Validation • Forms
Update 45 Summary | Details
Avatar OE - OTE - Last Activity
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Fulfillment Widget
  • Order Entry Console
Scenario 1: Verify the Order Entry Console' 'Last Activity' window displays details.
Specific Setup:
  • A modeled form (Academic Assessments) must be configured to a "Lab" 'Order Code' in the 'Order code Setup' form through the 'Require Fulfillment' and 'Fulfillment Form' fields.
  • The 'Dictionary Update' form for Avatar CWS File: Order Entry Tabled Files, Data Element:(31000) Fulfillment Status must contain at least 4 'Dictionary Codes' and 'Dictionary Values' (Active, Initial, Reviewed, Discontinued).
  • The 'Order Fulfillment Configuration' form 'Fulfillment Configuration' section must be configured with these dictionary codes.
  • The 'Form Configuration' must be configured for the 'Academic Assessments' form where the:
  • Prompt Order 1 'Date of Last Hearing Screening/Evaluation' field sets the 'Status to 'Reviewed'.
  • Prompt Order 2 'Date of Last Speech/Language Screening/Evaluation' field sets the 'Status' to 'Initial'.
  • Prompt Order 3 'Assessing Date' field sets the 'Status' to 'Active'.
  • The 'Order Fulfillment Widget' must be accessible from the 'HomeView'.
  • Have a result file for a successful specimen collection at the current time (Result A).
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a lab-type order.
  3. Select the lab order created in the 'Order Fulfillment' widget for "Client A".
  4. Click [Fulfill Order].
  5. Set the 'Assessing Date' field to the current date.
  6. Click [File].
  7. Select the lab order created in the 'Order Fulfillment' widget for "Client A".
  8. Click [Fulfill Order].
  9. Set the 'Date of Last Speech/Language Screening/Evaluation' field to the current date.
  10. Click [File].
  11. Select the lab order created in the 'Order Fulfillment' widget for "Client A".
  12. Click [Fulfill Order].
  13. Set the 'Date of Last Hearing Screening/Evaluation' field to the current date.
  14. Click [File].
  15. Access the 'Order Entry Console' for "Client A"
  16. Verify the 'Last Activity' field displays the correct information.
  17. Click [View] under the 'Last Activity' column for the "Lab" order created.
  18. Verify the information displays correctly.
  19. Access the 'Results Importing' form and import "Result A".
  20. Access OTE for "Client A" and validate the 'Last Activity' field shows the most recent activity.
Topics
• Order Entry Console • myAvatar/myAvatar NX
Update 52 Summary | Details
Avatar OE - Allergy Screening Warning - Incomplete Screening
Scenario 1: Avatar OE - Interaction Dialog - Incomplete Screening Warning
Specific Setup:
  • The following must be set up in the 'Order Entry Clinical Screening System Defaults' form:
  • 'Clinical Screening Database Provider' = "Micromedex".
  • 'Netsmart Clinical Screening Middleware/Server IP Address Or Server Name' has a valid CKO server.
  • 'Netsmart Clinical Screening Middleware/Server Port Number' has a valid port number.
  • 'Types of Screening Performed Via Direct CKO Server Connection' has all items selected.
  • 'Include Orders With The Following Order Statuses in Clinical Screening' has "Active" and "Validation Required" checked.
  • A drug allergy, with a Micromedex drug code, that corresponds to a pharmacy drug in the system must exist. (Allergy A)
  • An FDB drug allergy must exist. (Allergy B)
  • 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 ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "Client A" must have "Allergy A" and "Allergy B" filed in the ‘Allergies and Hypersensitivities’ form.
Steps
  1. Select "Client A", access the Order Entry Console and remain on 'Orders This Episode'.
  2. Create a pharmacy-type order that interacts with "Allergy A". (Order A)
  3. Populate all required fields, click [Add to Scratchpad] and click [Sign].
  4. Validate the 'Interactions' dialog is displayed and contains the following:
  5. A warning for the interaction between the "Order A" and "Allergy A"
  6. A warning that "Allergy Screening is incomplete" due to "Allergy B".
  7. Override all interactions and click [Save Override and Exit].
  8. Create a pharmacy-type order that does not have an NDC in the Micromedex Database. (Order B)
  9. Populate all required fields, click [Add to Scratchpad] and click [Sign].
  10. Validate that the 'Interactions' dialog is displayed and contains the following:
  11. A warning that "Allergy Screening is incomplete" due to "Allergy B".
  12. A warning for "Allergy Interaction(s)", "Drug-To-Drug Interaction(s)", "Ingredient Duplication", and "Therapeutic Duplication" due to "Order B" and the fact that the NDC for the order code is not in the Micromedex Screening Database.
  13. Override all interactions and click [Save Override and Exit].
Avatar OE - Drug Interaction - NDC Not In Micromedex
Scenario 1: Avatar OE - Interaction Dialog - Incomplete Screening Warning
Specific Setup:
  • The following must be set up in the 'Order Entry Clinical Screening System Defaults' form:
  • 'Clinical Screening Database Provider' = "Micromedex".
  • 'Netsmart Clinical Screening Middleware/Server IP Address Or Server Name' has a valid CKO server.
  • 'Netsmart Clinical Screening Middleware/Server Port Number' has a valid port number.
  • 'Types of Screening Performed Via Direct CKO Server Connection' has all items selected.
  • 'Include Orders With The Following Order Statuses in Clinical Screening' has "Active" and "Validation Required" checked.
  • A drug allergy, with a Micromedex drug code, that corresponds to a pharmacy drug in the system must exist. (Allergy A)
  • An FDB drug allergy must exist. (Allergy B)
  • 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 ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "Client A" must have "Allergy A" and "Allergy B" filed in the ‘Allergies and Hypersensitivities’ form.
Steps
  1. Select "Client A", access the Order Entry Console and remain on 'Orders This Episode'.
  2. Create a pharmacy-type order that interacts with "Allergy A". (Order A)
  3. Populate all required fields, click [Add to Scratchpad] and click [Sign].
  4. Validate the 'Interactions' dialog is displayed and contains the following:
  5. A warning for the interaction between the "Order A" and "Allergy A"
  6. A warning that "Allergy Screening is incomplete" due to "Allergy B".
  7. Override all interactions and click [Save Override and Exit].
  8. Create a pharmacy-type order that does not have an NDC in the Micromedex Database. (Order B)
  9. Populate all required fields, click [Add to Scratchpad] and click [Sign].
  10. Validate that the 'Interactions' dialog is displayed and contains the following:
  11. A warning that "Allergy Screening is incomplete" due to "Allergy B".
  12. A warning for "Allergy Interaction(s)", "Drug-To-Drug Interaction(s)", "Ingredient Duplication", and "Therapeutic Duplication" due to "Order B" and the fact that the NDC for the order code is not in the Micromedex Screening Database.
  13. Override all interactions and click [Save Override and Exit].
Topics
• Order Entry Console • NX • myAvatar/myAvatar NX
Update 57 Summary | Details
Avatar OE - SSI functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
Scenario 1: OE - Sliding Scale Functionality
Specific Setup:
  • An Order Code (Order Code A) must be configured to enable the 'Sliding Scale Instructions' through the 'Order Code Setup' form.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A"
  3. Click [Sliding Scale Instructions].
  4. Populate the 'Sliding Scale Instruction' dialog and click [Save].
  5. Validate the 'Dose and Dose Unit' fields are disabled and un-required.
  6. Click [Free Text].
  7. Validate a message is displayed stating "This order has Sliding Scale Instructions data. If you continue, it will be cleared along with any data entered in Addl instructions. Do you wish to continue?" and click [Yes].
  8. Click [Sliding Scale Instructions].
  9. Validate there is no data in the 'Sliding Scale Instructions' dialog and click [Close/Cancel].
  10. Click [Sliding Scale Instructions].
  11. Populate the 'Sliding Scale Instruction' dialog and click [Save].
  12. Re-open the 'Sliding Scale Insulin Instructions' dialog.
  13. Highlight all rows and click [Delete].
  14. Validate all rows are deleted and click [Save].
  15. Put any text in the 'Addl Instructions' field and click [Sliding Scale Instructions].
  16. Validate a message is displayed stating "This order has Addl instructions data. If Sliding Scale Instructions data is saved, it will replace the contents of Addl instructions. Do you wish to continue?" and click "Yes"
  17. Populate the 'Sliding Scale Instruction' dialog and click [Save].
  18. Populate the remaining required fields and click [Add to Scratchpad] and [Sign].
  19. Validate the order displays in the 'Order grid'.
Topics
• Sliding Scale Insulin • NX