Avatar OE 2022 Monthly Release 2022.03.00 Acceptance Tests

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Update 12 Summary \| Details OE NX - Order Status Filter - Default Status Scenario 1: OE NX - Home Medications - Active + Expired + Pending Specific Setup: The 'Avatar Order Entry->Facility Defaults->Client Profile->->->OE Console (Home Meds section) Default Order Status Filter' registry setting must be set to "2". Please log out and back into the application after completing the above A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. "Client A" must have 3 orders created on the 'Home Medications' tab of the Order Entry Console, where each order has a different 'Status' : "Active", "Expired", "Pending". Steps Select "Client A" and access the Order Entry Console. Access the 'Home Medications' tab. Validate the 'Status' field contains "Active + Expired + Pending". Validate orders of each 'Status' display: "Active", "Expired", "Pending".	Topics • NX • Order Entry Console
Update 26 Summary \| Details Order Entry Console - Non-Product-Based Ordering - Non-Pharmacy-type order search Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Common Order Options Setup Scenario 1: OE NX - Non Product Based Ordering - with order code defaults Specific Setup: 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 Open the 'Order Code Setup' form. Select 'Edit Existing Code' from the 'Add/Edit Order Code' field. Set the 'Existing Order Code' field to "Tuberculin et TUBERSOL 5 TU/0.1 ML Solution INTRADERMAL". Set the 'Default Duration (Days)' field to "14". Click [Submit] and close the form. Open the 'Common Order Options Setup' form. Set the 'Primary Name' field to "tuberculin" and select "TUBERCULIN (36854)". Select "Add" from the 'Add or Edit' field. Set the 'Order Code' field to "tuberculin" and select "Tuberculin et TUBERSOL 5 TU/0.1 ML Solution INTRADERMAL". Set the 'Frequency' field to "every day" and select "EVERY DAY (ED)". Click [Submit] and close the form. Access the Order Entry Console for "Client A". Search for "tuberculin" and select "Tuberculin et TUBERSOL" in the 'New Order' field. Validate the 'Non Product Based Ordering - Order Options' dialog is displayed. Select "TU, INTRADERMAL, Solution, EVERY DAY". Click [Select]. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "TU". Validate the 'Freq:' field contains "EVERY DAY". Validate the 'Route' field contains "INTRADERMAL". Validate the 'Form' field contains "Solution". Validate the 'Duration' field contains "14" and [Days] is pressed. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Tuberculin et TUBERSOL INTRADERMAL Solution 1 TU, EVERY DAY". Scenario 2: OE NX - Non Product Based Ordering - Searching Order Codes Specific Setup: Avatar Order Entry->Facility Defaults->General->->->Enable Non-Product-Based Ordering in Order Entry Console (Orders This Episode) must be set to "Y" Please log out of and back into the application after completing the above steps. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. A lab-type order code must exist "CBC" for "Complete Blood Count" Steps Select "Client A" and access the Order Entry Console. Search for any order code in the system (6333). Validate no order codes display in the 'New Order' search. Search for "CBC". Validate the "Complete Blood Count" order code displays.	Topics • Non-Product Based Ordering • NX • Order Entry Console
Update 29 Summary \| Details Order Code Load/Update Utility Via Micromedex Red Book Database - Create/Update Order Codes Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Code Load/Update Utility Via Micromedex Red Book Database Scenario 1: Order Code Load/Update Utility from Micromedex Red Book Database Specific Setup: Avatar Micromedex must be installed and configured. Ensure a recent Avatar Micromedex Data Update is installed. Steps Open the 'Order Code Load / Update Via Micromedex Red Book Database' form. Click [Create/Update Order Codes]. Validate a success message is received.	Topics • Forms • NX
Update 47 Summary \| Details Include Ability to Prevent Admission Medication Reconciliation if Home Medications is Not Documented 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]. Notify Attending Practitioner 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 • myAvatar NX Only • NX • Order Entry Console
Update 49 Summary \| Details Activate Pre-Authorized Orders - Hours of Administration for Routine Orders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders For Pre-Authorization Setup Activate Pre-Authorized Orders Scenario 1: Activate pre-authorized orders - Hours of Administration are required and the correct number of Hours of Administration is enforced for Routine orders. Specific Setup: The ‘(524) Require Hours of Administration for Routine Orders' extended attribute must be set to “Hours of Administration are required and the correct number of Hours of Administration is enforced for Routine orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. User who is logged into the application must be associated to a staff member and must be allowed to activate Pre-Authorized Orders. This is done in the 'Order Entry User Definition' form. A pharmacy order code must be defined for pre-authorization setup with an frequency of 'Routine' and must administration times. This is done in the 'Orders For Pre-Authorization Setup' form. (Order Code A) A client must have an active episode with no active orders. (Client A) Steps Select "Client A" and access the 'Pre-Authorized Orders' form. Click [Select Orders To Pre-Authorize]. Select "Order Code A" and [OK]. Validate the 'Orders Pre-Authorized By' field contains the name of the staff member who pre-authorized the orders in the format of last name, first name. Set the 'Pre-Authorization Effective Date' field to the current date. Set the 'Pre-Authorization Effective Time' field to the current time. Set the 'Pre-Authorize For xx Days' field to "2". Click [Submit]. Access the 'Activate Pre-Authorized Orders' form. Select "Episode 1" in the 'Episode For Which The Selected Pre-Authorized Order Is To Be Activated' field. Click [Select Pre-Authorized Order For Activation]. Verify the 'Pre-Authorized Orders' dialog is displayed. Select "Order Code A" from the 'Pre-Authorized Orders' dialog Validate the 'Orders Pre-Authorized By' field contains the name of the staff member who pre-authorized the orders in the format of last name, first name. Validate the 'Pre-Authorized Effective Date' field contains the effective date of the pre-authorization for the order selected. Validate the 'Pre-Authorization Effective Time' field contains the effective time of the pre-authorization for the order selected. Validate the 'Pre-Authorization In Effect Through Date' field contains the date that the pre-authorization for the order selected is effective. Validate the 'Pre-Authorization In Effect Through Time' field contains the same value as the 'Pre-Authorization Effective Time' field. Validate the 'Details Of Selected Order' field contains the order details of the order selected that was set up in the 'Orders for Pre-Authorization Setup' form. Click [File Data]. Verify a 'Filed' message is displayed and click [OK]. Validate "Client A" is selected and access the Order Entry Console and click 'Refresh'. Validate the 'Order grid' contains an order for "Order Code A". Scenario 2: Activate pre-authorized orders - Hours of Administration are required. Specific Setup: The ‘(524) Require Hours of Administration for Routine Orders' extended attribute must be set to “Hours of Administration are required for Routine orders” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. User who is logged into the application must be associated to a staff member and must be allowed to activate Pre-Authorized Orders. This is done in the 'Order Entry User Definition' form. A pharmacy order code must be defined for pre-authorization setup with an frequency of 'Routine' and must administration times. This is done in the 'Orders For Pre-Authorization Setup' form. (Order Code A) A client must have an active episode with no active orders. (Client A) Steps Select "Client A" and access the 'Pre-Authorized Orders' form. Click [Select Orders To Pre-Authorize]. Select "Order Code A" and [OK]. Validate the 'Orders Pre-Authorized By' field contains the name of the staff member who pre-authorized the orders in the format of last name, first name. Set the 'Pre-Authorization Effective Date' field to the current date. Set the 'Pre-Authorization Effective Time' field to the current time. Set the 'Pre-Authorize For xx Days' field to "2". Click [Submit]. Access the 'Activate Pre-Authorized Orders' form. Select "Episode 1" in the 'Episode For Which The Selected Pre-Authorized Order Is To Be Activated' field. Click [Select Pre-Authorized Order For Activation]. Verify the 'Pre-Authorized Orders' dialog is displayed. Select "Order Code A" from the 'Pre-Authorized Orders' dialog Validate the 'Orders Pre-Authorized By' field contains the name of the staff member who pre-authorized the orders in the format of last name, first name. Validate the 'Pre-Authorized Effective Date' field contains the effective date of the pre-authorization for the order selected. Validate the 'Pre-Authorization Effective Time' field contains the effective time of the pre-authorization for the order selected. Validate the 'Pre-Authorization In Effect Through Date' field contains the date that the pre-authorization for the order selected is effective. Validate the 'Pre-Authorization In Effect Through Time' field contains the same value as the 'Pre-Authorization Effective Time' field. Validate the 'Details Of Selected Order' field contains the order details of the order selected that was set up in the 'Orders for Pre-Authorization Setup' form. Click [File Data]. Verify a 'Filed' message is displayed and click [OK]. Validate that "Client A" is selected and access the 'Order Entry Console' and click 'Refresh'. Validate the 'Order grid' contains an order for "Order Code A".	Topics • Activate Pre-Authorized Orders • myAvatar/myAvatar NX • NX
Update 63 Summary \| Details Medication Education Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Group Setup eMAR widget Avatar eMAR Scenario 1: 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 2: 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]. Scenario 3: 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 4: 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.	Topics • eMAR • myAvatar/myAvatar NX • NX • Order Entry Console
Update 65 Summary \| Details OE NX - Order Entry Console - Copy SSI Instr. into 'Directions' field. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Sliding Scale Insulin Template Setup Scenario 1: OE NX - Orders This Episode - external pharmacy mode - Creating a SSI order with a variable template with 'Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)" = "N" Specific Setup: Avatar OE 2022 Update 65 and Avatar NX Release 2022.10.00 are required in order to utilize this functionality. The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)' registry setting must be set to "N". Please log out of the application and log back in after completing the above configuration. A Sliding Scale Insulin template must exist (Template 1) and have the following criteria. 'Period 1 Column Name' = "Unit(s) Before Breakfast" 'Period 1 Short Column Name' = "Unit(s) B4 B-fast" 'Period 1 Active' = "Yes". 'Period 2 Column Name' = "Unit(s) Before Lunch-this is a test" 'Period 2 Short Column Name' is blank 'Period 2 Active' = "Yes". 'Period 3 Column Name' = "Unit(s) Before Dinner" Period 3 Short Column Name' = "Unit(s) Before Supper" 'Period 3 Active' = "Yes". 'Period 4 Active' = "No". A pharmacy-type order code must exist that has the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (HUMALOG 100 UNITS/1 ML SOLUTION INJECTION). A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field. Click [Sliding Scale Instructions]. Validate the 'Sliding Scale Insulin Instructions' dialog is displayed. Select "Template 1" and click [Save]. Select "3 TIMES A DAY" in the 'Freq' field. Set the 'Duration' field to "28" and click [Days]. Validate the 'Days Supply' field contains "28". Set the 'Dispense Qty' field to "1". Select "Unspecified" in the 'Dispense Qty Unit' field. Validate the 'Addl Instructions' field contains "If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test, 1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr.". Validate the 'Directions' field contains "See sliding scale instructions". Click [Add to Scratchpad]. Validate the 'Scratchpad' contains "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION 3 TIMES A DAY Addl Instructions: If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test,1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr.". Click [Final Review]. Validate the 'Final Review' dialog is displayed and contains the following information in the 'Order Details' cell: "HumaLOG 100 UNITS/1 ML Solution See sliding scale instructions Days Supply: 28 Number of Refills: 0 Dispense Quantity: 1 Unspecified Substitution Allowed Written Date: date the order was created". Select "eRX" in 'Output' and click [Sign]. Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTION3 TIMES A DAY" with 'Addl Instructions' of "If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test, 1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr." Scenario 2: OE NX - Orders This Episode - external pharmacy mode - Creating a SSI order with a variable template with 'Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)" = "Y" Specific Setup: Avatar OE 2022 Update 65 and Avatar NX Release 2022.10.00 are required in order to utilize this functionality. The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. A Sliding Scale Insulin template must exist (Template 1) and have the following criteria. 'Period 1 Column Name' = "Unit(s) Before Breakfast" 'Period 1 Short Column Name' = "Unit(s) B4 B-fast" 'Period 1 Active' = "Yes". 'Period 2 Column Name' = "Unit(s) Before Lunch-this is a test" 'Period 2 Short Column Name' is blank 'Period 2 Active' = "Yes". 'Period 3 Column Name' = "Unit(s) Before Dinner" Period 3 Short Column Name' = "Unit(s) Before Supper" 'Period 3 Active' = "Yes". 'Period 4 Active' = "No". A pharmacy-type order code must exist that has the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (HUMALOG 100 UNITS/1 ML SOLUTION INJECTION). A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field. Click [Sliding Scale Instructions]. Validate the 'Sliding Scale Insulin Instructions' dialog is displayed. Select "Template 1" and click [Save]. Select "3 TIMES A DAY" in the 'Freq' field. Populate all remaining required fields. Validate the 'Addl Instructions' field contains period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner" and that all Sliding Scale Instructions are displayed. Validate the 'Directions' field contains period column names of "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" and that all Sliding Scale Instructions are displayed. Click [Add to Scratchpad]. Validate the 'Scratchpad' contains "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION 3 TIMES A DAY Addl Instructions: with period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner" and that all Sliding Scale Instructions are displayed. Click [Final Review]. Validate the 'Final Review' dialog is displayed and contains the following information in the 'Order Details' cell: "HumaLOG 100 UNITS/1 ML Solution with all Sliding Scale instructions displayed with period column names "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" Days Supply: 28 Number of Refills: 0 Dispense Quantity: 2 Unspecified Substitution Allowed Written Date: Date order was created". Select "eRX" in 'Output' and click [Sign]. Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTION 3 TIMES A DAY" with 'Addl Instructions' that contain all Sliding Scale Instructions and utilizes period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner" Scenario 3: OE NX - Admission Med Rec - external pharmacy mode - Creating a SSI order with a variable template with 'Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)" = "Y" Specific Setup: Avatar OE 2022 Update 65 and Avatar NX Release 2022.10.00 are required in order to utilize this functionality. The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. A Sliding Scale Insulin template must exist (Template 1) and have the following criteria. 'Period 1 Column Name' = "Unit(s) Before Breakfast" 'Period 1 Short Column Name' = "Unit(s) B4 B-fast" 'Period 1 Active' = "Yes". 'Period 2 Column Name' = "Unit(s) Before Lunch-this is a test" 'Period 2 Short Column Name' is blank 'Period 2 Active' = "Yes". 'Period 3 Column Name' = "Unit(s) Before Dinner" Period 3 Short Column Name' = "Unit(s) Before Supper" 'Period 3 Active' = "Yes". 'Period 4 Active' = "No". A pharmacy-type order code must exist that has the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (HUMALOG 100 UNITS/1 ML SOLUTION INJECTION). 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 'Home Medications' tab. Uncheck the 'Client Reported' checkbox. Search for and select "HumaLOG 100 UNITS/1 ML Solution Injection" in the 'New Order' field. Set the 'Dose' field to "1". Select "Unit" in the 'Dose Unit' field. Select "As Needed" in the 'Frequency' field. Populate all remaining required fields. Validate the 'Directions' field contains "Inject one (1) unit injection as needed". Click [Add to Scratchpad] and [Final Review]. Click the 'Pharmacy Search magnifying glass' in the 'Pharmacy' column Search for and select any pharmacy and click [Select]. Select "eRX" in 'Output' and click [Sign]. Check the 'Medication history reviewed and completed for Episode # 1' checkbox. Select the 'Admission Reconciliation' tab. Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "HumaLOG 100 UNITS/1 ML INJECTION Solution Inject one (1) unit injection as needed (Refills: 0, Disp. Qty: 1 Unspecified)". Select the order in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad]. Validate the order is displayed in the 'Inpatient Medications Scratchpad' with a red flag in 'Action'. Select the order from the 'Scratchpad'. Validate the 'Dose' field contains "1". Validate the 'Dose Unit' field contains "Unit". Validate the 'Freq' field contains "As Needed". Click [Sliding Scale Instructions]. Validate the 'Sliding Scale Insulin Instructions' dialog is displayed. Select "Template 1" and click [Save]. Populate all remaining required fields. Validate the 'Addl Instructions' field contains period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner" and that all Sliding Scale Instructions are displayed. Validate the 'Directions' field contains period column names of "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" and that all Sliding Scale Instructions are displayed. Click [Update Order]. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field. Click [Sliding Scale Instructions]. Validate the 'Sliding Scale Insulin Instructions' dialog is displayed. Select "Template 1" and click [Save]. Select "3 TIMES A DAY" in the 'Freq' field. Populate all remaining required fields. Validate the 'Addl Instructions' field contains period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner" and that all Sliding Scale Instructions are displayed. Validate the 'Directions' field contains period column names of "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" and that all Sliding Scale Instructions are displayed. Click [Add to Scratchpad]. Validate the 'Scratchpad' contains the following: "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION 3 TIMES A DAY Addl Instructions: will display all Sliding Scale Instructions with period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner". "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION 3 TIMES A DAY Addl Instructions: will display all Sliding Scale Instructions with period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner". Click [Reconcile & Review]. Validate an 'Interaction' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and contains the following information in the 'Order Details' cell: "HumaLOG 100 UNITS/1 ML Solution with all Sliding Scale Instructions displayed utilizing the period column names of "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" and Days Supply: 28 Number of Refills: 0 Dispense Quantity: 2 Unspecified Substitution Allowed Written Date: Date the order was created". "HumaLOG 100 UNITS/1 ML Solution with all Sliding Scale Instructions displayed utilizing the period column names of "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" and Days Supply: 28 Number of Refills: 0 Dispense Quantity: 1 Unspecified Substitution Allowed Written Date: Date the order was created". Select "eRX" for both orders and click [Sign]. Validate the 'Admission Reconciliation' tab is in view-only mode. Scenario 4: OE NX - Admission Med Rec - external pharmacy mode - Creating a SSI order with a variable template with 'Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)" = "N" Specific Setup: Avatar OE 2022 Update 65 and Avatar NX Release 2022.10.00 are required in order to utilize this functionality. The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)' registry setting must be set to "N". Please log out of the application and log back in after completing the above configuration. A Sliding Scale Insulin template must exist (Template 1) and have the following criteria. 'Period 1 Column Name' = "Unit(s) Before Breakfast" 'Period 1 Short Column Name' = "Unit(s) B4 B-fast" 'Period 1 Active' = "Yes". 'Period 2 Column Name' = "Unit(s) Before Lunch-this is a test" 'Period 2 Short Column Name' is blank 'Period 2 Active' = "Yes". 'Period 3 Column Name' = "Unit(s) Before Dinner" Period 3 Short Column Name' = "Unit(s) Before Supper" 'Period 3 Active' = "Yes". 'Period 4 Active' = "No". A pharmacy-type order code must exist that has the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (HUMALOG 100 UNITS/1 ML SOLUTION INJECTION). 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 'Home Medications' tab. Uncheck the 'Client Reported' checkbox. Search for and select "HumaLOG 100 UNITS/1 ML Solution Injection" in the 'New Order' field. Set the 'Dose' field to "1". Select "Unit" in the 'Dose Unit' field. Select "As Needed" in the 'Frequency' field. Populate all remaining required fields. Validate the 'Directions' field contains "Inject one (1) unit injection as needed". Click [Add to Scratchpad] and [Final Review]. Click the 'Pharmacy Search magnifying glass' in the 'Pharmacy' column Search for and select any pharmacy and click [Select]. Select "eRX" in 'Output' and click [Sign]. Check the 'Medication history reviewed and completed for Episode # 1' checkbox. Select the 'Admission Reconciliation' tab. Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "HumaLOG 100 UNITS/1 ML INJECTION Solution Inject one (1) unit injection as needed (Refills: 0, Disp. Qty: 1 Unspecified)". Select the order in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad]. Validate the order is displayed in the 'Inpatient Medications Scratchpad' with a red flag in 'Action'. Select the order from the 'Scratchpad'. Clear the 'Dose' and 'Dose Unit' fields Validate the 'Freq' field contains "As Needed". Click [Sliding Scale Instructions]. Validate the 'Sliding Scale Insulin Instructions' dialog is displayed. Select "Template 1" and click [Save]. Populate all remaining required fields. Validate the 'Addl Instructions' field contains "If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test, 1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr.". Validate the 'Directions' field contains "See sliding scale instructions Inject one (1) unit injection as needed". Click [Update Order]. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field. Click [Sliding Scale Instructions]. Validate the 'Sliding Scale Insulin Instructions' dialog is displayed. Select "Template 1" and click [Save]. Select "3 TIMES A DAY" in the 'Freq' field. Set the 'Duration' field to "28" and click [Days]. Populate all remaining required fields. Validate the 'Addl Instructions' field contains "If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test, 1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr.". Validate the 'Directions' field contains "See sliding scale instructions". Click [Add to Scratchpad]. Validate the 'Scratchpad' contains "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION 3 TIMES A DAY Addl Instructions: If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test,1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr." Click [Reconcile & Review]. Validate an 'Interaction' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and contains the following information in the 'Order Details' cell: "HumaLOG 100 UNITS/1 ML Solution See sliding scale instructions Inject one (1) unit injection as needed Days Supply: 28 Number of Refills: 0 Dispense Quantity: 2 Unspecified Substitution Allowed Written Date: date the order was created". "HumaLOG 100 UNITS/1 ML Solution See sliding scale instructions Days Supply: 28 Number of Refills: 0 Dispense Quantity: 1 Unspecified Substitution Allowed Written Date: date the order was created". Select "eRX" for both orders and click [Sign]. Validate the 'Admission Reconciliation' tab is in view-only mode.	Topics • NX • Order Entry Console
Update 68 Summary \| Details Avatar OE - No Known Allergy/No Known Drug Allergy - Interaction Warnings Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergies and Hypersensitivities Scenario 1: Orders This Episode - Interactions - Allergy warning Specific Setup: A client must have an active episode. (Client A) "Client A" must not have anything filed in the 'Allergies and Hypersensitivities' form “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. Steps Select "Client A" and access the 'Order Entry Console'. Set the 'New Order' field to any pharmacy-type order code. Fill out all required fields and click [Add to Scratchpad]. Validate that the 'Scratchpad' contains an interaction warning icon in the 'Action' column. Click [Final Review]. Validate that the 'Interactions' dialog is displayed and contains an 'Interactions' tab with the following displayed: No 'Allergies and Hypersensitivities' information is on file for "Client A". Set the 'Notes' field to any value and click [Save Override and Exit]. Validate that the 'Final Review' dialog is displayed. Click [Sign]. Validate that the 'Order grid' contains the new order. Scenario 2: Avatar OE - Allergies and Hypersensitivities - No Known Allergy/No Known Drug Allergy - Interaction Warnings Specific Setup: Two clients must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A and Client B) Both "Client A" and "Client B" must have no active orders in the 'Orders This Episode' tab. “Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "Client A" must not have any allergies and have a recorded allergy for "No Known Allergies" in the 'Allergies and Hypersensitivities' form. "Client B" must not have any drug allergies and have a recorded allergy for "No Known Drug Allergies" in the 'Allergies and Hypersensitivities' form. Steps Select "Client A" and access the 'Order Entry Console'. Search for and select any pharmacy-type order. Fill out any required fields and click [Add to Scratchpad]. Validate no warning stating "Currently this patient has reported no known allergies. No allergy screens were conducted" is present. Click [Final Review] and [Sign]. Select "Client B" and access the 'Order Entry Console'. Search for and select any pharmacy-type order. Fill out any required fields and click [Add to Scratchpad]. Validate no warning stating "Currently this patient has reported no known allergies. No allergy screens were conducted" is present. Click [Final Review] and [Sign].	Topics • myAvatar/myAvatar NX • NX
Update 70 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 Group Setup 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
Update 71 Summary \| Details Avatar Order Entry - Multi Lab Tests Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Scenario 1: OE NX - Lab orders - Requisition Report Specific Setup: The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86 The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' 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 episode. (Client A) Steps Select "Client A" and access the 'Financial Eligibility' form. Select the 'Guarantor Selection' section. Click [Add New Item] in the Guarantor Information grid. Search for and select "Medicare" from the 'Guarantor #' field. Select "(Contract) Medicare Part A" from the 'Guarantor Plan' field. Validate a message is displayed stating "Selecting This Plan Will Over-Write Any Previous Plan Information. The Master Plan Information Will Default" and click [OK]. Select "Self" from the 'Client's Relationship To Subscriber' field. Validate the 'Subscriber's Name' field is equal to "Client A". Set the 'Subscriber Address - Street Line 1' field to "123 place drive circle street". Set the 'Zip code' field to "12345". Select "Male" from the 'Subscriber Sex' field. Set the 'Subscriber's Social Security #' field to "222-55-8888". Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Subscriber's Employment Status' field. Set the 'Subscriber Policy #' field to "48536843". Select "Yes" from the 'Subscriber Assignment Of Benefits' field. Set the 'Subscriber's Covered Days' field to "9999". Set the 'Maximum Covered Dollars' field to "9999999.99". Select "Yes, Provider Has Signed Statement Permitting Release" from the 'Subscriber Release Of Info' field. Select the 'Financial Eligibility' section. Select "Medicare" from the 'Guarantor #1' field and click [Submit]. Access the 'External Lab/Radiology Definition for CareConnect' form. Select 'Add' from the 'Add New or Edit Existing Vendor' field. Select 'Lab' from the 'External Application Type' field. Select 'Yes' from the 'eVendor' field. Select "Change Health-LabCorp" from the 'Vendor to Define' field. Select "TA" from the 'Vendor Business Unit' field. Select "90550015" from the 'Vendor Account Number' field. Set the 'Vendor Name' field to "LabCorp-CHC". Select 'LabCorp' from the 'Lab Vendor Company' field and click [Submit]. Validate a message is displayed stating "Do you wish to return to form" and click [No]. Access the 'External Lab Mapping for CareConnect' form. Select "LabCorp-CHC" from the 'External Lab Vendor' field. Select "Subscriber Employment Status (IN1-42)" from the 'HL7 Segment' field. Select "Subscr. Employment Status - File: Client, Data Element #256" from the 'Avatar Dictionary to Map' field. Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Avatar Dictionary Value to Map' field. Set the 'Mapped to Code' field to "1" and click [File]. Select "Subscriber Relationship (IN1-17)" from the 'HL7 Segment' field. Select "Client's Relationship To Subscriber - File: Client, Data Element #247" from the 'Avatar Dictionary to Map' field. Select "Self" from the 'Avatar Dictionary Value to Map' field. Set the 'Mapped to Code' field to "18" and click [File] and [Discard]. Validate a message displays stating "Are you sure you want to Close without saving?" and click [Yes]. Access the 'Order Code Setup' form. Select "Add New Code" from the 'Add/Edit Order Code' field. Set the 'New Order Code' field to "Sars-CoV-2". Set the 'Order Code Description' field to "Sars-CoV-2". Select "Lab" from the 'Order Type' field. Click [External Lab Definition]. Click [New Row]. Set the 'Lab Vendor Name' cell to "LabCorp-CHC. Set the 'Compendium Order Code' cell to "SARS-CoV-2, NAA" and click [Save]. Validate a message displays stating "Exit Grid?" and click [Yes]. Click [Submit]. Validate a message displays stating "Order Code Setup 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 "SARS-CoV-2, NAA " from the 'New Order' field. Select "Daily" from the 'Frequency' field. Select "Lab Vendor Staff will Collect" in the 'Specimen Collection' field. Set the 'Duration' field to "5" and click [Days] and [Add to Scratchpad]. Validate the 'Ask On Order Entry' dialog displays. Answer all "AOE" questions and click [Save] and [Sign]. Validate the 'Order grid' contains an order for "SARS-CoV-2, NAA Daily, Lab Vendor Staff will Collect, LabCorp-CHC". Select the order created from the 'Order grid' and click [Print]. Validate the 'Lab Print' dialog displays and click [Print Lab Requisition]. Validate the 'Requisition Report' displays successfully. Scenario 2: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Group Order Message' set to "Yes" Specific Setup: The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86 The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' 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 exist in an active episode (Client A) A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Group Order Messages' field is set to "Yes" Two lab-type order codes (Order Code A, Order Code B) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form. Steps Select "Client A" and access the Order Entry Console. Create two lab-type orders for "Order Code A" and "Order Code B" for "Lab Vendor A", with "Lab Vendor Staff will Collect" selected, and with a one time only 'Frequency Code'. Select either order from the 'Order grid' and click [Print] and print the 'Lab Requisition report'. Validate the 'Requisition Report' displays a 'REQ#' of "GR-#" and that both lab orders display. Scenario 3: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Send Lab Order Prior to Specimen Collection' set to "Yes" Specific Setup: The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86 The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' 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 exist in an active inpatient episode (Client A) A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Send Lab Order Prior to Specimen Collection' field is set to "Yes". A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form. Steps Select "Client A" and access the Order Entry Console. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields. Validate a new order message is created. Scenario 4: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Send Lab Order Prior to Specimen Collection' set to "No" Specific Setup: The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86 The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' 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 exist in an active inpatient episode (Client A) A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Send Lab Order Prior to Specimen Collection' field is set to "No". A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form. Steps Select "Client A" and access the Order Entry Console. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields. Validate no new order message is created. Access the 'eMAR' widget for "Client A" and validate an order for "Order Code A" is displayed. Perform 'Client Education' and 'Order Acknowledgement' for the order. Perform a 'Specimen Collection' for the order. Refresh the report created using the 'OrderEntry.order_mesg_status' table and validate a new message was sent. Scenario 5: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Suppress Specimen Collection Message' set to "Yes" Specific Setup: The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86 The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Yes". Please log out of the application and log back in after completing the above configuration. A client must exist in an active inpatient episode (Client A) A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Send Order Prior to Collect' field is set to "Yes" A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form. Steps Select "Client A" and access the Order Entry Console. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'. Access the 'eMAR' widget for "Client A". Perform 'Client Education' and 'Order Acknowledgement' on "Order A". Perform a 'Specimen Collection' for "Order A". Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields. Validate no 'Specimen Collection' message is displayed. Scenario 6: OE NX - 'Enable Order Message Queue and Multi-Test Lab Orders' set to "Y" - 'Suppress Cancel/Discontinue Message' set to "Yes" Specific Setup: The following updates must be installed: Avatar CareFabric 2022 Update 64, Avatar OE 2022 Update 71 and Avatar CWS 2022 Update 86 The 'Avatar Order Entry->Interfaces->CareFabric->->->Enable Order Message Queue and Multi-Test Lab Orders' 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 exist in an active inpatient episode (Client A) A Lab Vendor (Lab Vendor A) must be configured in the 'External Lab/Radiology Definition for CareConnect' form where the 'Suppress Cancel/Discontinue Message' field is set to "Yes" A lab-type order code (Order Code A) must be configured to have "Lab Vendor A" configured in the 'External Lab Definition' grid in the 'Order Code Setup' form. Steps Select "Client A" and access the Order Entry Console. Create an order for "Order Code A" with "Lab Vendor A" and a one time only 'Frequency Code'. Using Crystal Reports or any other SQL reporting tool, create a report on the 'OrderEntry.order_mesg_status' table and include all fields. Validate the order message has been sent. Discontinue the order created. Refresh the 'OrderEntry.order_mesg_status' table and validate no new message was sent.	Topics • NX • Order Entry Console
Update 72 Summary \| Details 'Avatar eMAR - Administration Follow-Ups Generated By Reason Code' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR widget Scenario 1: eMAR Administration Event - Follow Up Reminder Specific Setup: There must be at least one value defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A) A pharmacy-type order code must exist with the following configuration (Order Code A): ‘Generate eMAR Follow-Up Reminders’ = “Yes” ‘Time Interval For eMAR Follow-Up Reminders’ = “” ‘eMAR Follow-Up Reminder Heading’ = “Heading A” An NDC for "Order Code A" must be noted. A frequency code with no set hours of administration must exist. (Frequency 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. Search for and select "Order A" from the 'New Order' field. Select "Frequency Code A" from the 'Frequency' field. Fill out any remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox Click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Validate that a 'Follow-up' row exists for "Order Code A" with "Follow-Up: Heading A" visible in the 'Order Description'. Scenario 2: Reason Code Set With Follow-Up, Time Interval And Header - Order Code Not Set With A Follow-Up Specific Setup: There must be at least one value defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A) There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A) The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”: '(536) Generate eMAR Follow-Up Reminders’ = “Yes” ‘(537) Time Interval For eMAR Follow-Up Reminders' = “15” ‘(10138) eMAR Follow-Up Reminder Heading’ = “Heading A” Please log out of the application and log back in after completing the above configuration. A pharmacy-type order code must exist with the following configuration (Order Code A): ‘Generate eMAR Follow-Up Reminders’ = “No” ‘Time Interval For eMAR Follow-Up Reminders’ = "” ‘eMAR Follow-Up Reminder Heading’ = “” An NDC for "Order Code A" must be noted. A frequency code with no set hours of administration must exist. (Frequency 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. Search for and select "Order A" from the 'New Order' field. Select "Reason Code A" from the 'Reason Code' field. Select "Frequency Code A" from the 'Frequency' field. Fill out any remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox Click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Validate that a 'Follow-up' row exists for "Order Code A" with "Follow-Up: Heading A" visible in the 'Order Description'. Scenario 3: Reason Code Set With Follow-Up And Header But No Time Interval - Order Code Set With Follow-Up And Time Interval But No Header Specific Setup: There must be at least one value defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A) There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A) The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”: ‘(536) Generate eMAR Follow-Up Reminders’ = “Yes” ‘(537) Time Interval For eMAR Follow-Up Reminders’ = “” ‘(10138) eMAR Follow-Up Reminder Heading’ = “Heading A” Please log out of the application and log back in after completing the above configuration. A pharmacy-type order code must exist with the following configuration (Order Code A): ‘Generate eMAR Follow-Up Reminders’ = “Yes” ‘Time Interval For eMAR Follow-Up Reminders’ = "15” ‘eMAR Follow-Up Reminder Heading’ = “” An NDC for "Order Code A" must be noted. A frequency code with no set hours of administration must exist. (Frequency 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. Search for and select "Order A" from the 'New Order' field. Select "Reason Code A" from the 'Reason Code' field. Select "Frequency Code A" from the 'Frequency' field. Fill out any remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox Click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Validate that a 'Follow-up' row exists for "Order Code A" with "Follow-Up" visible in the 'Order Description'. Scenario 4: Both Reason Code And Order Code Have A Follow-Up - Neither Have Set Time Intervals Nor Headers Specific Setup: There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A) The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”: ‘(536) Generate eMAR Follow-Up Reminders’ = “Yes” ‘(537) Time Interval For eMAR Follow-Up Reminders’ = “” ‘(10138) eMAR Follow-Up Reminder Heading’ = “” Please log out of the application and log back in after completing the above configuration. A pharmacy-type order code must exist with the following configuration (Order Code A): ‘Generate eMAR Follow-Up Reminders’ = “Yes” ‘Time Interval For eMAR Follow-Up Reminders’ = “” ‘eMAR Follow-Up Reminder Heading’ = “” An NDC for "Order Code A" must be noted. A frequency code with no set hours of administration must exist. (Frequency 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. Search for and select "Order A" from the 'New Order' field. Select "Reason Code A" from the 'Reason Code' field. Select "Frequency Code A" from the 'Frequency' field. Fill out any remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox Click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Validate that only one 'Follow-up' row exists for "Order Code A" with "Follow-Up" visible in the 'Order Description'. Scenario 5: Neither Reason Code Nor Order Code Have A Set Time Interval - Both Are Set With A Follow-Up And Have Different Headers Specific Setup: There must be at least two values defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A, and Heading B) There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A) The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”: ‘(536) Generate eMAR Follow-Up Reminders’ = “Yes” ‘(537) Time Interval For eMAR Follow-Up Reminders’ = “” ‘(10138) eMAR Follow-Up Reminder Heading’ = “Heading A” Please log out of the application and log back in after completing the above configuration. A pharmacy-type order code must exist with the following configuration (Order Code A): ‘Generate eMAR Follow-Up Reminders’ = “Yes” ‘Time Interval For eMAR Follow-Up Reminders’ = “” ‘eMAR Follow-Up Reminder Heading’ = “Heading B” An NDC for "Order Code A" must be noted. A frequency code with no set hours of administration must exist. (Frequency 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. Search for and select "Order A" from the 'New Order' field. Select "Reason Code A" from the 'Reason Code' field. Select "Frequency Code A" from the 'Frequency' field. Fill out any remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox Click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Validate that only one 'Follow-up' row exists for "Order Code A" with "Follow-Up: Heading B" visible in the 'Order Description'. Scenario 6: Reason Code Is Set With An Equal Time Interval To Order code - Both Are Set With A Follow-Up And Have Identical Headers Specific Setup: There must be at least one value defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A) There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A) The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”: ‘(536) Generate eMAR Follow-Up Reminders’ = “Yes” ‘(537) Time Interval For eMAR Follow-Up Reminders’ = “30” ‘(10138) eMAR Follow-Up Reminder Heading’ = “Heading A” Please log out of the application and log back in after completing the above configuration. A pharmacy-type order code must exist with the following configuration (Order Code A): ‘Generate eMAR Follow-Up Reminders’ = “Yes” ‘Time Interval For eMAR Follow-Up Reminders’ = "30” ‘eMAR Follow-Up Reminder Heading’ = “Heading A” An NDC for "Order Code A" must be noted. A frequency code with no set hours of administration must exist. (Frequency 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. Search for and select "Order A" from the 'New Order' field. Select "Reason Code A" from the 'Reason Code' field. Select "Frequency Code A" from the 'Frequency' field. Fill out any remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox Click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Validate that only one 'Follow-up' row exists for "Order Code A" with "Follow-Up: Heading A" visible in the 'Order Description'. Scenario 7: Reason Code Is Set With An Equal Time Interval To Order code - Both Are Set With A Follow-Up And Have Different Headers Specific Setup: There must be at least two values defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A, and Heading B) There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A) The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”: ‘(536) Generate eMAR Follow-Up Reminders’ = “Yes” ‘(537) Time Interval For eMAR Follow-Up Reminders’ = “30” '(10138) eMAR Follow-Up Reminder Heading’ = “Heading A” Please log out of the application and log back in after completing the above configuration. A pharmacy-type order code must exist with the following configuration (Order Code A): ‘Generate eMAR Follow-Up Reminders’ = “Yes” ‘Time Interval For eMAR Follow-Up Reminders’ = "30” ‘eMAR Follow-Up Reminder Heading’ = “Heading B” An NDC for "Order Code A" must be noted. A frequency code with no set hours of administration must exist. (Frequency 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. Search for and select "Order A" from the 'New Order' field. Select "Reason Code A" from the 'Reason Code' field. Select "Frequency Code A" from the 'Frequency' field. Fill out any remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox Click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Validate that a 'Follow-up' row exists for "Order Code A" with "Follow-Up: Heading B" visible in the 'Order Description'. Scenario 8: Reason Code Is Set With An Equal Time Interval To Order code - Both Are Set With A Follow-Up - Only Order Code Is Set With A Header Specific Setup: There must be at least one value defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A) There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A) The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”: ‘(536) Generate eMAR Follow-Up Reminders’ = “Yes” ‘(537) Time Interval For eMAR Follow-Up Reminders’ = “30” ‘(10138) eMAR Follow-Up Reminder Heading’ = “” Please log out of the application and log back in after completing the above configuration. A pharmacy-type order code must exist with the following configuration (Order Code A): ‘Generate eMAR Follow-Up Reminders’ = “Yes” ‘Time Interval For eMAR Follow-Up Reminders’ = “30” ‘eMAR Follow-Up Reminder Heading’ = “Heading A” An NDC for "Order Code A" must be noted. A frequency code with no set hours of administration must exist. (Frequency 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. Search for and select "Order A" from the 'New Order' field. Select "Reason Code A" from the 'Reason Code' field. Select "Frequency Code A" from the 'Frequency' field. Fill out any remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox Click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Validate that a 'Follow-up' row exists for "Order Code A" with "Follow-Up: Heading A" visible in the 'Order Description'. Scenario 9: Reason Code Is Set With An Equal Time Interval To Order Code - Both Are Set With A Follow-Up - Only Reason Code Is Set With A Header Specific Setup: There must be at least one value defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A) There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A) The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”: ‘(536) Generate eMAR Follow-Up Reminders’ = “Yes” ‘(537) Time Interval For eMAR Follow-Up Reminders’ = “15” ‘(10138) eMAR Follow-Up Reminder Heading’ = “Heading A” Please log out of the application and log back in after completing the above configuration. A pharmacy-type order code must exist with the following configuration (Order Code A): ‘Generate eMAR Follow-Up Reminders’ = “Yes” ‘Time Interval For eMAR Follow-Up Reminders’ = “15” ‘eMAR Follow-Up Reminder Heading’ = “” An NDC for "Order Code A" must be noted. A frequency code with no set hours of administration must exist. (Frequency 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. Search for and select "Order A" from the 'New Order' field. Select "Reason Code A" from the 'Reason Code' field. Select "Frequency Code A" from the 'Frequency' field. Fill out any remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox Click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Validate that a 'Follow-up' row exists for "Order Code A" with "Follow-Up: Heading A" visible in the 'Order Description'. Scenario 10: Reason Code Set With A Shorter Time Interval Than Order Code -Both Set With A Follow-Up and Different Headers Specific Setup: There must be at least two values defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A, and Heading B) There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A) The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”: ‘(536) Generate eMAR Follow-Up Reminders’ = “Yes” ‘(537) Time Interval For eMAR Follow-Up Reminders’ = “15” ‘(10138) eMAR Follow-Up Reminder Heading’ = “Heading A” Please log out of the application and log back in after completing the above configuration. A pharmacy-type order code must exist with the following configuration (Order Code A): ‘Generate eMAR Follow-Up Reminders’ = “Yes” ‘Time Interval For eMAR Follow-Up Reminders’ = “30” ‘eMAR Follow-Up Reminder Heading’ = “Heading B” An NDC for "Order Code A" must be noted. A frequency code with no set hours of administration must exist. (Frequency 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. Search for and select "Order A" from the 'New Order' field. Select "Reason Code A" from the 'Reason Code' field. Select "Frequency Code A" from the 'Frequency' field. Fill out any remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox Click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Validate that a 'Follow-up' row exists for "Order Code A" with "Follow-Up: Heading A" visible in the 'Order Description'. Scenario 11: Reason Code Set With Follow-Up, Time Interval And Header - Order Code Set With Follow-Up, No Time Interval And Header Specific Setup: There must be at least two values defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A, and Heading B) There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A) The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”: ‘(536) Generate eMAR Follow-Up Reminders’ = “Yes” ‘(537) Time Interval For eMAR Follow-Up Reminders’ = “15” ‘(10138) eMAR Follow-Up Reminder Heading’ = “Heading A” Please log out of the application and log back in after completing the above configuration. A pharmacy-type order code must exist with the following configuration (Order Code A): ‘Generate eMAR Follow-Up Reminders’ = “Yes” ‘Time Interval For eMAR Follow-Up Reminders’ = “” ‘eMAR Follow-Up Reminder Heading’ = “Heading B” An NDC for "Order Code A" must be noted. A frequency code with no set hours of administration must exist. (Frequency 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. Search for and select "Order A" from the 'New Order' field. Select "Reason Code A" from the 'Reason Code' field. Select "Frequency Code A" from the 'Frequency' field. Fill out any remaining required fields. Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate that an order for "Order Code A" is displayed with no hours of administration under the current date. Double-click the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education'. Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to "Order Code A's" NDC. Select "Nurse Administered" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox Click [OK]. Validate that the first cell under the current date for the order created using "Order Code A" displays the amount given and time given. Validate that a 'Follow-up' row exists for "Order Code A" with "Follow-Up: Heading A" visible in the 'Order Description'.	Topics • Avatar eMAR • myAvatar/myAvatar NX • NX
Update 74 Summary \| Details Avatar OE - Eggs and Pork - Food Allergies Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergen/Reactant Code Setup Allergies and Hypersensitivities Scenario 1: Allergen/ Reactant Code Setup - Treat As Allergy Type Specific Setup: Avatar OE 2022 Update 74 and Avatar CWS 2022 Update 92 must be installed in order to utilize full functionality. The 'Set 'Allergies/Hypersensitivities Reviewed' If Allergies Are Updated' registry setting must be set to "N". The 'Require Reaction Severity' registry setting must be set to "N". Please log out of the application and log back in after completing the above configuration. In the 'Allergen/Reactant Code Setup' form you must select the "Search for new Allergen Code" and search for and select "PORK (MDX-263) in the 'Search/Edit Allergen Code' field. A client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A) Steps Access the 'Allergen/Reactant Code Setup' form. Search for and select "PORK (MDX-263)". Validate that "Class" is displayed in the 'Allergy Type' field and that it is disabled. Select "Food" from the 'Treat as Allergy Type' field. Click [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays "Allergies (0)". Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Click [Update] and [New Row]. Create an allergy for "PORK (MDX-263)" and click [Save]. Validate the 'Known Food Allergies' field is disabled and set to "Yes". Select "No" in the 'Known Medication Allergies' field. Validate that no value is selected in the 'Allergies/Hypersensitivities Reviewed' field. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Select "Client A" and access the 'Allergies and Hypersensitivities' form. Validate the 'Client Header' displays: Allergies (1) with a red icon 1) PORK - Confirmed Allergies Reviewed=Yes (current date) No Known Med Allergies	Topics • Allergies and Hypersensitivities • myAvatar/myAvatar NX • NX
Update 75 Summary \| Details Order Entry User Role - Order Entry User Role Definition Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry User Role Scenario 1: Order Entry User Definition - field validation Steps Internal Testing Only Scenario 2: Order Entry User Role - field validation Specific Setup: At least one user must exist in the application.(User 1) An Order Entry User Role must already exist. (User Role 1) Steps Access the 'Order Entry User Role' form. Click [Select Order Entry User Role]. Validate that a 'Select User Role' message is displayed. Select "User Role 1". Click [OK]. Select "Pharmacy" in the 'Require Client Signature for eMAR Administration Events for the following Order Types' field. Select "IMAGING", "Pharmacy" and "X-Ray" in the 'Prevent eMAR Administration Events For the Following Order Types' field. Click [Submit]. Access the 'Order Entry User Definition' form. Search for and select "User 1" in the 'Select Order Entry User' field. Select "Yes" in the 'Associate User with Order Entry User Role' field. Click [Select Order Entry User Role]. Validate that a 'Select User Role' message is displayed. Select "User Role 1". Click [OK]. Select "No" in the 'Allow Order Entry User Role Customization' field. Click [Submit]. A message is displayed stating: "Submitting has completed. Do you wish to return to form?" Click [No]. Create an SQL report using the 'OrderEntry.OrderEntry_user_role' table including the following fields: 'userrole' ,'sig_order_types_code','sig_order_types_short_value', 'sig_order_types_long_value', 'pvnt_adm_by_ord_type_code' and 'pvnt_adm_by_ord_type_val' Validate the 'userrole' field contains User Role 1's User ID Validate the 'sig_order_types_code' field contains "1". Validate the 'sig_order_types_short_value' field contains "&Pharmacy&". Validate the 'sig_order_types_long_value' field contains "&Pharmacy&". Validate the 'pvnt_adm_by_ord_type_code' field contains "13&1&7". Validate the 'pvnt_adm_by_ord_type_val' field contains "IMAGING, Pharmacy, X-Ray" Close the report.	Topics • Order Entry User Definition • Order Entry User Role