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Avatar OE 2022 Quarterly Release 2022.01 Acceptance Tests

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Update 1 Summary | Details
Avatar OE 2022 is Installed
Scenario 1: Validate Upgrading Avatar OE 2021 to 2022 is successful when 2021.04.00 is loaded
Specific Setup:
  • Latest Monthly Release is installed.
Steps
  1. Open the "Product Updates" form.
  2. Select the appropriate [Namespace] from the Application dropdown list
  3. Click [Select Update/Customization Pack].
  4. Browse to the location for the updates and select the Update 1.
  5. Click [OK] on the "File Upload Complete" window.
  6. Click [Review Update/Customization Pack Contents].
  7. Verify Update 1 is included.
  8. Click [Install Update/Customization Pack].
  9. Click [OK] when the install completes.
  10. Click [Close Form].
Topics
• Upgrade
Update 3 Summary | Details
Order Entry Console (Orders This Episode section) - Leaflet
Scenario 1: OE NX - Orders This Episode - Create new pharmacy-type order, selecting "None" in 'Output' and checking 'Leaflet' checkbox
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Search for and select "Client A" and access the Order Entry Console.
  2. Search for and select "DIAZEPAM 2 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Select "Every Day" in the 'Freq' field.
  6. Set the 'Duration' field to "28" and click [Days].
  7. Validate the 'Days Supply' field contains "28".
  8. Validate the 'Dispense Qty' field contains "28".
  9. Select "Tablet" in the 'Dispense Qty Unit' field.
  10. Click [Add to Scratchpad] and [Final Review].
  11. Validate the 'Interactions' dialog is displayed.
  12. Override all interactions and click [Save Override and Exit].
  13. Validate the 'Final Review' dialog is displayed.
  14. Select "None" in the 'Output' field, check the 'Leaflet' checkbox, and click [Sign].
  15. Validate the 'Print PDF' dialog is displayed and contains the leaflet for the "DIAZEPAM" order code.
  16. Click [Close].
  17. Validate the 'Order grid' contains the order for "DIAZEPAM 2 MG ORAL TABLET (Schedule IV) 1 Tablet, Every Day".

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Scenario 2: OE NX - Orders This Episode - Create new pharmacy-type order, selecting "Print" in 'Output' and checking 'Leaflet' checkbox
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "AMBIEN CR (ZOLPIDEM TARTRATE) 12.5 MG TABLET, EXTENDED RELEASE ORAL (Schedule IV)" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Select "As Needed" in the 'Freq' field.
  6. Set the 'Duration' field to "15" and click [Days].
  7. Validate the 'Days Supply' field contains "15".
  8. Validate the 'Dispense Qty' field contains "15".
  9. Select "Tablet" in the 'Dispense Qty Unit' field.
  10. Click [Add to Scratchpad] and [Final Review].
  11. Validate the 'Interactions' dialog is displayed.
  12. Override all interactions and click [Save Override and Exit].
  13. Validate the 'Final Review' dialog is displayed.
  14. Select "Print" in the 'Output' field, check off the 'Leaflet' checkbox, and click [Sign].
  15. Validate the 'PDF Print' dialog is displayed and contains the prescription on tab 1 and the leaflet on tab 2.
  16. Click [Close].
Scenario 3: OE NX - Orders This Episode - Create new pharmacy-type order, selecting "Fax" in 'Output' and checking 'Leaflet' checkbox
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "DOXYCYCLINE AVPAK 100 MG CAPSULE ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Select "Every Day" in the 'Freq' field.
  6. Set the 'Duration' field to "7" and click [Days].
  7. Validate the 'Days Supply' field contains "7".
  8. Validate the 'Dispense Qty' field contains "7".
  9. Select "Capsule" in the 'Dispense Qty Unit' field.
  10. Click [Add to Scratchpad] and [Final Review].
  11. Validate the 'Interactions' dialog is displayed.
  12. Override all interactions and click [Save Override and Exit].
  13. Validate the 'Final Review' dialog is displayed.
  14. Select "Fax" in the 'Output' field, check off the 'Leaflet' checkbox, and click [Sign].
  15. Validate the 'PDF Print' dialog displays the leaflet and click [Close].
Scenario 4: OE NX - Home Medications - Modify an order with no 'Days Supply'.
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Do NOT require 'Days Supply' in the Order Entry Console' registry setting must be set to "HM".
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • Client A must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Search for and select "Ambien 10 MG Tablet Oral (Schedule IV)" in the 'New Order' field.
  4. Uncheck the ‘Client Reported’ field.
  5. Set the ‘Dose’ field to "1".
  6. Validate the ‘Dose Unit’ field is equal to "Tablet".
  7. Select "AS NEEDED" from the Frequency field.
  8. Select any value in the 'Diagnosis' field.
  9. Set the ‘Dispense Qty’ field to "5".
  10. Select "Tablet" from the ‘Dispense Qty Unit’ field.
  11. Validate the ‘Start Date’ field is equal to the current date.
  12. Set the 'Stop Date' field to a date that is 5 days in the future of the 'Start Date'.
  13. Click [Add to Scratchpad].
  14. Validate the ‘Interactions’ dialog exists.
  15. Override all interactions and click [Save Override and Exit].
  16. Click [Final Review].
  17. Validate the 'Final Review' dialog is displayed.
  18. Select "None" in the 'Output' field, check the 'Leaflet' checkbox, and click [Sign].
  19. Validate the 'PDF Print' dialog is displayed and contains the leaflet for "Ambien".
  20. Click [Close].
  21. Validate the 'Order grid' contains an order for "Ambien 10 MG ORAL Tablet (Schedule IV) Take one (1) tablet by mouth as needed (Refills: 0, Disp. Qty: 5 Tablet) ".
  22. Select the "Ambien" order and click [Modify].
  23. Validate the ‘Dose field’ is equal to "1".
  24. Validate the ‘Dose Unit’ field is equal to "Tablet".
  25. Validate the ‘Frequency’ field is equal to "AS NEEDED".
  26. Validate the 'Diagnosis' field contains the value selected when creating the original order.
  27. Validate the ‘Dispense Qty’ field is equal to "5".
  28. Validate the ‘Dispense Qty Unit’ field is equal to "Tablet".
  29. Validate the ‘Start Date’ field is equal to the current date.
  30. Validate the ‘Stop Date’ field contains a date that is 5 days in the future of the 'Start Date'.
  31. Clear the 'Stop Date' field.
  32. Validate the ‘Directions’ field is equal to "Take one (1) tablet by mouth as needed".
  33. Click [Add to Scratchpad].
  34. Validate the 'Scratchpad' contains the order "Ambien 10 MG ORAL Tablet (Schedule IV) Take one (1) tablet by mouth as needed (Refills: 0, Disp. Qty: 5 Tablet)" with a red flag in the 'Action' column.
  35. Click [Final Review].
  36. Validate a message is displayed stating: "There are missing required fields for 1 order" and click [OK].
  37. Select the order from the ‘Scratchpad’.
  38. Set the 'Stop Date' field to a date that is 5 days in the future of the 'Start Date'.
  39. Click [Update Order] and [Final Review].
  40. Validate the ‘Final Review’ dialog exists, select "None" in the 'Output' field, and click [Sign].
  41. Validate the ‘Order grid’ contains a new order for "Ambien 10 MG ORAL TABLET (Schedule IV) Take one (1) tablet by mouth as needed (Refills: 0, Disp. Qty: 5 Tablet)".
Scenario 5: Order Entry Console - Orders This Episode - New Order - Schedule II - "eRX" as 'Default Output'.
Specific Setup:
  • The 'Output Default' setting in OrderConnect must have "eRx" selected.
  • A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Capsule".
  5. Select "3 Times a Day" in the 'Freq' field.
  6. Validate the 'Directions' field contains "Take one (1) capsule by mouth three times a day".
  7. Set the 'Dose' field to "2" and tab out of the field.
  8. Validate the 'Directions' field contains "Take two (2) capsules by mouth three times a day".
  9. Set the 'Duration' field to "28" and click [Days].
  10. Validate the 'Days Supply' field contains "28".
  11. Validate the 'Dispense Qty' field contains "84".
  12. Select "Capsule" in the 'Dispense Qty Unit' field.
  13. Set the 'Start Date' field to the current date.
  14. Set the 'Start Time' field to the current time.
  15. Click [Add to Scratchpad] and [Final Review]
  16. Validate the 'Interactions' dialog is displayed.
  17. Override all interactions and click [Save Override and Exit].
  18. Validate the 'Final Review' dialog is displayed.
  19. Validate that "eRX" is selected in the 'Output' column.
  20. Check the 'Ready to Sign' checkbox, check the 'Leaflet' checkbox, and click [Sign]
  21. Validate the 'Two-factor Authentication' dialog is displayed.
  22. Enter the 'Username' and 'Password' and click [Login].
  23. Set the 'Please enter your One-Time Passcode' field to the unique passcode and click [Login].
  24. Validate the 'PDF Print' dialog is displayed and that the 'Leaflet' is displayed.
  25. Click [Close].
  26. Validate the 'Order grid' contains the order for "KADIAN".
  27. Click the red button next to [Refresh].
  28. Validate the 'Failed Orders' dialog is displayed and click [Refresh].
  29. Validate that the order created in the above steps is not displayed and click [Cancel].
Topics
• Order Entry Console • NX
Update 5 Summary | Details
Order Entry Console (Home Medications Section) - 'Order History' dialog
Scenario 1: OE NX - Home Medications - Client Reported - Variable Dose - New Order, Edit, Make Rx and Discontinue
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode whose program is not mapped to an Agency in the 'OrderConnect Facility/Agency Definition' form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Validate the 'Client Reported' checkbox is checked.
  4. Search for and select "Lisinopril 30 MG Tablet Oral" in the 'New Order' field.
  5. Check the 'Variable Dose' checkbox.
  6. Validate the 'Variable Dose' dialog is displayed.
  7. Set the 1st 'Dose' field to "1".
  8. Validate the 1st 'Dose Unit' field contains "Tablet".
  9. Select "TWICE A DAY" in the 1st 'Frequency' field.
  10. Set the 2nd 'Dose' field to "2".
  11. Validate the 2nd 'Dose Unit' field contains "Tablet".
  12. Select "AS NEEDED" in the 2nd 'Frequency' field.
  13. Click [Save].
  14. Validate the 'Order grid' contains an order for "Lisinopril - 30 MG, TAB, PO Take one (1) tablet by mouth twice a day AND two (2) tablets as needed".
  15. Click [View] in the 'History' column.
  16. Validate the 'Order History' dialog is displayed.
  17. Validate the 'Entered On' field contains the current date and time the order was created and click [Close].
  18. Select the "Lisinopril" order and click [Edit].
  19. Validate the 'Variable Dose' checkbox is checked.
  20. Set the 'Stop Date' field to a date that is 10 days in the future of the current date and click [Save].
  21. Validate the 'Order grid' contains an order for "Lisinopril - 30 MG, TAB, PO Take one (1) tablet by mouth twice a day AND two (2) tablets as needed".
  22. Click [View] in the 'History' column.
  23. Validate the 'Order History' dialog is displayed.
  24. Validate the 'Entered On' field contains the current date and time the order was created and click [Close].
  25. Select the "Lisinopril" order and click [Make Rx].
  26. Validate the 'Variable Dose' checkbox is checked.
  27. Set the 'Days Supply' field to "12" and press Tab.
  28. Validate the 'Dispense Qty' field contains "48".
  29. Validate the 'Dispense Qty Unit' field contains "Tablet".
  30. Click [Add to Scratchpad] and [Final Review].
  31. Validate the 'Final Review' dialog is displayed.
  32. Select "None" in the 'Output' column and click [Sign].
  33. Validate the 'Order grid' contains an order for "Lisinopril 30 MG ORAL Tablet Take one (1) tablet by mouth twice a day AND two (2) tablets as needed (Refills: 0, Disp. Qty: 48 Tablet)".
  34. Click [View] in the 'History' column.
  35. Validate the 'Order History' dialog is displayed.
  36. Validate the 'Entered On' field contains the current date and time the order was made a prescription and click [Close].
  37. Select the "Lisinopril" order and click [D/C].
  38. Click [Add to Scratchpad] and [Final Review].
  39. Validate the 'Final Review' dialog is displayed.
  40. Select "None" in the 'Output' column and click [Sign].
  41. Select "Discontinued" in the 'Status' field.
  42. Click [View] - in the 'History' column.
  43. Validate the 'Order History' dialog is displayed.
  44. Validate the 'Entered On' field contains the current date and time the order was made a prescription and click [Close].
Scenario 2: OE NX - Home Medications - not a controlled substance - New order, Modify, Reorder
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode whose program is not mapped to an Agency in the 'OrderConnect Facility/Agency Definition' form.(Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' checkbox.
  4. Search for and select "Lisinopril 10 MG Tablet Oral" in the 'New Order' field.
  5. Set the 'Dose' field to "1".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "Every Day" in the 'Frequency' field.
  8. Select any value in the 'Diagnosis' field.
  9. Set the 'Days Supply' field to "30" and press Tab.
  10. Validate the 'Dispense Qty' field contains "30".
  11. Validate the 'Dispense Qty Unit' field contains "Tablet".
  12. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily".
  13. Set the 'Directions' field to "Take one (1) tablet by mouth daily Drink with water".
  14. Click [Add to Scratchpad] and [Final Review].
  15. Validate the 'Final Review' dialog is displayed and click [Sign].
  16. Validate that the 'Order grid' contains an order for "Lisinopril 10 MG ORAL Tablet Take one (1) tablet by mouth daily Drink with water (Refills: 0, Disp. Qty: 30 Tablet)".
  17. Click [View] in the 'History' column.
  18. Validate the 'Order History' dialog is displayed.
  19. Validate the 'Entered on' field contains the current date and the time the order was created and click [Close].
  20. Select the "Lisinopril 10 MG" order from the order grid and click [Modify].
  21. Validate the 'Dose' field contains "1".
  22. Validate the 'Dose Unit' field contains "Tablet".
  23. Validate the 'Frequency' field contains "Every Day".
  24. Validate the 'Days Supply' field contains "30".
  25. Validate the 'Dispense Qty' field contains "30".
  26. Validate the 'Dispense Qty Unit' field contains "Tablet".
  27. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily Drink with water".
  28. Click [Add to Scratchpad] and [Final Review].
  29. Validate the 'Final Review' dialog is displayed and click [Sign].
  30. Validate that the 'Order grid' contains an order for "Lisinopril 10 MG ORAL Tablet Take one (1) tablet by mouth daily Drink with water (Refills: 0, Disp. Qty: 30 Tablet)".
  31. Click [View] in the 'History' column.
  32. Validate the 'Order History' dialog is displayed.
  33. Validate the 'Entered on' field contains the current date and the time the order was modified and click [Close].
  34. Select the order and click [Reorder]
  35. Validate the 'Dose' field contains "1".
  36. Validate the 'Dose Unit' field contains "Tablet".
  37. Validate the 'Frequency' field contains "Every Day".
  38. Validate the 'Days Supply' field contains "30".
  39. Validate the 'Dispense Qty' field contains "30".
  40. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily Drink with water".
  41. Validate the 'Dispense Qty Unit' field contains "Tablet".
  42. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily Drink with water".
  43. Click [Add to Scratchpad] and [Final Review].
  44. Validate the 'Final Review' dialog is displayed and click [Sign].
  45. Validate that the 'Order grid' contains a new order for "Lisinopril 10 MG ORAL Tablet Take one (1) tablet by mouth daily Drink with water (Refills: 0, Disp. Qty: 30 Tablet)".
  46. Click [View] in the 'History' column.
  47. Validate the 'Order History' dialog is displayed.
  48. Validate the 'Entered on' field contains the current date and the time the order was reordered and click [Close].
Topics
• Order Entry Console
Update 6 Summary | Details
Order Entry Console (Home Medications section) - Failed Orders
Scenario 1: OE NX - Home Medications - Creating pharmacy orders with failed transmissions
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
  • Please Note: The 'Failed Orders' button is the red stop sign icon that appears next to refresh above the 'Order grid'.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' checkbox.
  4. Search for and select "Digoxin 0.125 MG Tablet Oral" in the 'New Order' field.
  5. Set the 'Dose' field to "1".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "AS NEEDED" in the 'Frequency' field.
  8. Set the 'Days Supply' field to "15" and press Tab.
  9. Validate the 'Dispense Qty' field contains "15".
  10. Validate the 'Dispense Qty Unit' field contains "Tablet".
  11. Click [Add to Scratchpad].
  12. Search for and select "Digoxin 0.125 MG Tablet Oral" in the 'New Order' field.
  13. Set the 'Dose' field to "2".
  14. Validate the 'Dose Unit' field contains "Tablet".
  15. Select "TWICE A DAY" in the 'Frequency' field.
  16. Set the ' Days Supply' field to "20" and press Tab.
  17. Validate the 'Dispense Qty' field contains "80".
  18. Validate the 'Dispense Qty Unit' field contains "Tablet".
  19. Click [Add to Scratchpad].
  20. Validate the 'Scratchpad' contains an order for "Digoxin 0.125 MG Tablet Oral Take one (1) tablet by mouth as needed (Refills: 0, Dispense Quantity: 15)" and an order for "Digoxin 0.125 MG Tablet Oral Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 80)".
  21. Click [Final Review].
  22. Validate the 'Final Review' dialog is displayed.
  23. Validate the 'Pharmacy' field contains a pharmacy that will allow "eRX".
  24. Select "eRX" in the 'Output' field for both orders and click [Sign].
  25. Validate the 'Order grid' contains an order for "Digoxin 0.125 MG Tablet Oral Take one (1) tablet by mouth as needed (Refills: 0, Dispense Quantity: 15)" and an order for "Digoxin 0.125 MG Tablet Oral Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 80)".
  26. Wait for a few minutes.
  27. Validate the number next to the [Failed Orders] contains a number that is two more than the previous value. Please note, these orders were purposely made to fail for this test.
  28. Click [Failed Orders].
  29. Validate the 'Failed Orders' dialog is displayed and contains an order for "Digoxin 0.125 MG Tablet Oral Take one (1) tablet by mouth as needed (Refills: 0, Dispense Quantity: 15)" with an "Error - FAILED:." message and an order for "Digoxin 0.125 MG Tablet Oral Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 80)" with an "Error - message failed to send to surescripts." message.
  30. Click [Resend All] and [Process].
  31. Validate the number next to [Failed Orders] contains "0".
  32. Click the [Failed Orders] and validate that no orders are displayed.
Order Entry Console (Orders This Episode section) - Dietary-Oral orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
Scenario 1: OE NX - Orders This Episode - Pre-Admit mode - Activating a Dietary-Oral order
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
  • The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A 'Dietary-Oral' order code must exist via the 'Order Code Setup' form.
  • A client must have an active pre-admit episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Diabetic Diet" in the 'New Order' field.
  3. Click [Additional Order Details].
  4. Select "Low Sugar" in the 'Diet Restrictions' field and click [New Row].
  5. Double click the 'Diet Supplement' cell.
  6. Select any value and click [Select].
  7. Double click the 'Days of the Week' cell.
  8. Select any value and click [OK].
  9. Double click the 'Meal Periods' cell.
  10. Select any value and click [OK] and [Save].
  11. Select any value in the 'Frequency' field.
  12. Set the 'Duration' field to "30" and click [Days].
  13. Click [Add to Scratchpad], and [Sign].
  14. Validate the 'Order grid' contains an order for "DIABETIC DIET Restrictions: Low Sugar EVERY DAY".
  15. Access the 'Admission' form for "Client A", select the pre-admit episode, and admit them into an inpatient episode.
  16. Fill out all required fields and click [Submit].
  17. Validate that "Client A" is selected and access the Order Entry Console.
  18. Select another client in the 'My Clients' widget.
  19. Select "Client A" in the 'My Clients' widget.
  20. Click [Activate].
  21. Validate the 'Order grid' contains an order for "DIABETIC DIET Restrictions: Low Sugar EVERY DAY".
Topics
• Order Entry Console • NX
Update 8 Summary | Details
OE NX - Compound Medications
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: OE NX - Compound Medication - Recipe - Non External Pharmacy Mode
Specific Setup:
  1. A client must have an active episode.
  2. “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Order Code Setup' form.
  2. Select 'Add New Code' from the 'Add/Edit Order Code' field.
  3. Set the 'New Order Code' field to "Ketamine-Amitriptyline-Lidocaine-topical-cream".
  4. Set the 'Order Code Description' field to "Ketamine - Amitriptyline - Lidocaine topical cream".
  5. Select "Pharmacy" from the 'Order Type' field.
  6. Select "Yes" from the 'Is A Compound Medication Orderable?' field.
  7. Validate the 'Exclude this item from Clinical Screening processes?' checkbox is checked.
  8. Click [Submit].
  9. Validate a message displays stating: "Do you want to Return to Form?" and click [No].
  10. Access the 'Recipe Maintenance' form.
  11. Select 'Add' from the 'Add/Edit/Delete Recipe' field.
  12. Set the 'Recipe Code' field to "Ketamine - Amitriptyline - Lidocaine topical cream".
  13. Set the 'Recipe Description' field to "Ketamine - Amitriptyline - Lidocaine topical cream".
  14. Select "TOPICAL" from the 'Route Code' field.
  15. Select "-Create New" from the 'Components' field.
  16. Select "Yes" from the 'Use as main Order Code on order' field.
  17. Select "Yes" from the 'Base Component' field.
  18. Search for and select "Ketamine - Amitriptyline - Lidocaine topical cream" from the 'Order Code' field.
  19. Select "-Create New" from the 'Components' field.
  20. Select "No" from the 'Use as main Order Code on order' field.
  21. Select "No" from the 'Base Component' field.
  22. Search for and select "KETAMINE HCL POWDER" from the 'Order Code' field.
  23. Select "-Create New" from the Components field.
  24. Select "No" from the 'Use as main Order Code on order' field.
  25. Select "No" from the 'Base Component' field.
  26. Search for and select "LIDOCAINE HCL 4 % CREAM TOPICAL APPLICATION" from the 'Order Code' field.
  27. Select "-Create New" from the Components field.
  28. Select "No" from the 'Use as main Order Code on order' field.
  29. Select "No" from the 'Base Component' field.
  30. Search for and select "AMITRIPTYLINE HCL POWDER" from the 'Order Code' field.
  31. Click [Submit].
  32. Log out of and back into the application.
  33. Select "Client A" and access the Order Entry Console.
  34. Search for and select "Ketamine - Amitriptyline - Lidocaine topical cream" from the 'New Order' field.
  35. Set the 'Dose' field to "1".
  36. Select "Application" from the 'Dose Unit' field.
  37. Select "AS DIRECTED" from the 'Frequency' field.
  38. Set the 1st 'Ingredients Quantity' field to "0.15".
  39. Select "Gram" from the 1st 'Ingredients Quantity Unit' field.
  40. Set the 2nd 'Ingredients Quantity' field to "1.2".
  41. Select "Gram" from the 2nd 'Ingredients Quantity Unit' field.
  42. Set the 3rd 'Ingredients Quantity' field to "0.3".
  43. Select "Gram" from the 3rd 'Ingredients Quantity Unit' field.
  44. Set the 'Duration' field to "12" and click [Days].
  45. Click [Add to Scratchpad] and [Sign].
  46. Validate the 'Order Grid' contains an order for "Ketamine - Amitriptyline - Lidocaine topical cream TOPICALLY Ingredient: KETAMINE HCL POWDER 0.15 Gram Ingredient: LIDOCAINE HCL 4 % CREAM TOPICAL APPLICATION 1.2 Gram Ingredient: AMITRIPTYLINE HCL POWDER 0.3 Gram".
No allergies - Final Review
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (CWS)
Scenario 1: OE NX - Orders This Episode - X-Ray - New, Copy, Modify, Print and Discontinue
Specific Setup:
  • An order type with an 'Order Type Category' of "X-ray" must exist. (X-ray)
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Display warning if no Allergy form filed' 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 not have any information filed in the ‘Allergies and Hypersensitivities’ form. (Client 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, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "X-ray" in the 'New Order' field.
  3. Select "Every 4 Hours" from the 'Frequency' field.
  4. Set the 'Duration' field to "1" and click [Days].
  5. Click [Add to Scratchpad] and [Sign].
  6. Validate the "X-ray" order is displayed in the 'Order grid'.
  7. Select the order and click [Copy].
  8. 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].
  9. Click [Add to Scratchpad].
  10. Validate the 'Scratchpad' contains the "X-Ray" order and does not contain a red flag.
  11. Click [Sign].
  12. Validate the 'Interactions' dialog is displayed.
  13. Override the interaction and click [Save Override and Exit].
  14. Validate that there are two "X-ray" orders in the 'Order grid'.
  15. Select the first "X-ray" order and click [Modify].
  16. Set the 'Start Date' field to yesterday's date.
  17. Set the 'Addl Instructions' field to any value.
  18. Click [Add to Scratchpad].
  19. Validate the 'Scratchpad' contains the "X-Ray" order and does not contain a red flag.
  20. Click [Sign].
  21. Validate the 'Interactions' dialog is displayed.
  22. Override the interaction and click [Save Override and Exit].
  23. Validate a new "X-ray" order is displayed in the 'Order grid'.
  24. Select the first "X-ray" order and click [Print].
  25. Validate that the 'Order Detail Report' is displayed and contains all information pertaining to the order.
  26. Close the report.
  27. Select both orders in the 'Order grid' and click [D/C].
  28. Click [Add to Scratchpad] and [Sign].
  29. Validate that the 'Order grid' does not contain any orders.
Scenario 2: Lab Orders - Interval Orders
Specific Setup:
  • An interval frequency code must exist. (Frequency Code A).
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Display warning if no Allergy form filed' 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 not have any information filed in the ‘Allergies and Hypersensitivities’ form. (Client 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, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console
  2. Set the 'New Order' field to any Lab type order code.
  3. Select "Frequency Code A" from the 'Freq' field.
  4. Validate the 'First Collect - Date' field is equal to the current date.
  5. Validate the 'First Collect - Time' field is equal to the current time.
  6. Set the 'Duration' field to "2" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains the lab order created.
Successful Administration - Discharge Med Reconciliation.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
Scenario 1: Discharge Med Rec for client episode will show a successful Administration in the Last Dose column displayed in the last Admin Event.
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
  • Must have the "NDC's" for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" and "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET".
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Capsule".
  5. Select "EVERY DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "12" and click [Days].
  7. Validate the 'Days Supply' field contains "12".
  8. Validate the 'Dispense Qty' field contains "12".
  9. Select "Capsule" from the 'Dispense Qty Unit' field.
  10. Validate the 'Directions' field contains "Take one (1) capsule by mouth daily".
  11. Click [Add to Scratchpad] and [Final Review].
  12. Validate the 'Interactions' dialog is displayed.
  13. Override all interactions and click [Save Override and Exit].
  14. Validate the 'Final Review' dialog is displayed.
  15. Select "None" in the 'Output' column for the order and click [Sign].
  16. Access the 'eMAR' widget.
  17. Validate the 'Order grid' contains the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL".
  18. Complete the 'Order Acknowledgement' and 'Client Education' for both orders.
  19. Select a cell under the current date for the "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" order and click [Administer].
  20. Validate the 'Administration Event' dialog is displayed.
  21. Set the 'Med ID' field to the NDC for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL".
  22. Select a successful administration event in the 'Administration Event' field.
  23. Check the 'Accept administration information entered' check box and click [OK].
  24. Validate the first cells under the current date for the "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" order contain the amount administered and the time administered.
  25. Access the Order Entry Console.
  26. Click the Admission Reconciliation tab
  27. Click the Discharge Reconciliation tab
  28. Validate the 'Last Dose' column for the 'Inpatient Medications' contains "1 Capsule on 02/25/2022 (Nurse Administered)".
  29. Access the 'eMAR' widget.
  30. Select a cell under the current date for the "CEFTRIAXONE" order and for the "COUMADIN" order and click [Administer]
  31. Validate the 'Administration Event' dialog is displayed.
  32. Set the 'Med ID' field to the NDC for "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL".
  33. Select a successful administration event in the 'Administration Event' field.
  34. Check the 'Accept administration information entered' check box and click [OK].
  35. Validate the first cells under the current date for the "CEFTRIAXONE" and "COUMADIN" orders contain the amount administered and the time administered.
  36. Access the Order Entry Console.
  37. Click the Admission Reconciliation tab
  38. Click the Discharge Reconciliation tab
  39. Validate the 'Last Dose' column for the 'Inpatient Medications' contains "1 Capsule on 02/25/2022 (Nurse Administered)".
Topics
• Compound Meds • NX • Order Entry Console • Registry Settings
Update 11 Summary | Details
'Order Code Setup' form - Lab Vendors in the 'External Lab Definition' grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • External Lab/Radiology Definition for CareConnect
  • Order Code Setup
Scenario 1: OE NX - Orders This Episode - External Lab Vendor required with no vendor set up in 'Order Code Setup' - Single order
Specific Setup:
  • The '(552) Require External Lab Vendor Destination' extended attribute must be set to "Yes" in the Order Entry Tabled Files '(500) Order Types' dictionary for "Lab".
  • Please log out of the application and log back in after completing the above configuration.
  • An External Lab Vendor must be set to 'Inactive' in the 'External Lab/Radiology Definition for CareConnect' form. (Lab Vendor A)
  • A lab-type order code must not have an 'External Lab Vendor associated with it in the 'Order Code Setup' form. (WNVCF - West Nile Virus Cerebrospinal Fluid)
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'External Lab/Radiology Definition for CareConnect' form.
  2. Select "Edit" in the 'Add New or Edit Existing Vendor' field.
  3. Select "Lab Vendor A" in the 'Existing Vendor' field.
  4. Validate the 'Existing Vendor' field contains "Lab Vendor A".
  5. Click the 'Inactive' checkbox in the 'Status' field and click [Submit].
  6. Access the 'Order Code Setup' form.
  7. Select "Edit" in the 'Add/Edit Order Code' field.
  8. Search for and select "West Nile Virus Antibody, Cerebrospinal Fluid (WNVCF)" in the 'Existing Order Code' field.
  9. Click [External Lab Definition].
  10. Click [New Row].
  11. Double click the 'Lab Vendor Name' cell.
  12. Validate the 'Lab Vendor Name' search results does not contain "Lab Vendor A" and click [Cancel].
  13. Click [Close/Cancel].
  14. Validate that a message is displayed stating "You have made changes to the table. Are you sure you want to cancel and lose these changes?" and click [Yes].
  15. Close the form.
  16. Select “Client A” and access the Order Entry Console.
  17. Search for and select "West Nile Virus Antibody, Cerebrospinal Fluid (WNVCF)" in the 'New Order' field.
  18. Set the 'Duration' field to "2" and click [Days].
  19. Click [Add to Scratchpad].
  20. Validate the 'Scratchpad' contains an order for "West Nile Virus Antibody, Cerebrospinal Fluid (WNVCF)" with a red flag in the 'Action' column.
  21. Click [Sign].
  22. Validate a message is displayed stating: "There are missing required fields for 1 orders" and click [OK].
  23. Select the order in the 'Scratchpad' and validate that the 'External Lab Vendor Destination' field does not exist.
  24. Click [Remove from Scratchpad].
Topics
• Order Code Setup • Order Entry Console • External Lab Definition for CareConnect • NX
2021 Update 76 Summary | Details
Home Medications - Voiding 'Client Reported' medications
Scenario 1: OE NX - Home Medications - 'Limit Void of Reported meds in OE Console (Home Meds section) to original user'
Specific Setup:
  • Two Users must exist that have access to the Order Entry Console. (User A) (User B)
  • The 'Client Reported' checkbox must be checked in the 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form for both "User A" and "User B".
  • Please log out of the application and log back in as "User A" after completing the above configuration.
  • A client must have an active episode whose program is associated with a New York Agency in the 'OrderConnect Facility/Agency Definition' form. (Client A)
  • 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.
  • The 'Admission Med Reconciliation' section must already be reconciled for "Client A".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Validate the 'Client Reported' check box is checked.
  4. Search for and select "ALPRAZOLAM 0.5 MG TABLET, EXTENDED RELEASE ORAL(Schedule II)" in the 'New Order' field.
  5. Set the 'Dose' field to "1".
  6. Validate the 'Dose Unit' is set to "Tablet".
  7. Select "AS NEEDED" from the 'Frequency' field.
  8. Select any value in the 'Reason' field.
  9. Click [Save].
  10. Validate the "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" order displays in the 'Orders Grid'.
  11. Select the order and validate that [Void] is enabled.
  12. Click [Refresh].
  13. Access the 'Registry Settings' form.
  14. Set the 'Limit Void of Reported meds in OE Console (Home Meds section) to original user' field to "Y".
  15. Log out of the application and log back in as "User B".
  16. Select "Client A" and access the Order Entry Console.
  17. Click the 'Home Medications' tab.
  18. Validate the order for "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" is displayed in the 'Order grid'.
  19. Select the order and validate [Void] is disabled.
  20. Access the 'Registry Settings' form.
  21. Set the 'Limit Void of Reported meds in OE Console (Home Meds section) to original user' field to "N".
  22. Log out of the application and log back in as "User B".
  23. Select "Client A" and access the Order Entry Console.
  24. Click the 'Home Medications' tab.
  25. Validate that the order for "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" is displayed in the 'Order grid'.
  26. Select the order and validate [Void] is enabled.
  27. Click [Void].
  28. Select any value in the 'Void Reason' field.
  29. Set the ''Void Reason Text' to any value.
  30. Click [Confirm Void].
  31. Validate a message displays stating: "Warning Admission Reconciliation has already been saved for Episode: 1." and click [Ok].
  32. Select "Voided Client Reported" from the 'Status' field.
  33. Validate the "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" order is listed in the 'Orders Grid' and displays the 'Void Reason' and 'Void Reason Text'.
  34. Select "All" from the 'Status' field.
  35. Validate the "ALPRAZOLAM - 0.5 MG, TAB, PO (Schedule IV)" order is listed in the 'Orders Grid' and displays the 'Void Reason' and 'Void Reason Text'.
Scenario 2: OE NX - Void order from Home Medications
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Validate the 'Status' field contains "Active".
  4. Check the 'Client Reported' checkbox.
  5. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
  6. Set the Dose field to "1"
  7. Validate the 'Dose Unit' field contains "Tablet"
  8. Select "DAILY" from the 'Frequency' field.
  9. Validate the 'Start Date' field contains the current date.
  10. Set the 'Stop Date' field to 3 days in the future from 'Start Date'.
  11. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily" and click [Save].
  12. Validate the 'Order grid' contains an order for "Advil - 200 MG, TAB, PO Take one (1) tablet by mouth daily".
  13. Select the "Advil - 200 MG, TAB, PO" order and click [Void].
  14. Select "Entered for incorrect client" from the 'Void Reason' field.
  15. Set the 'Void Reason Text' field to any value.
  16. Click [Confirm Void].
  17. Validate the 'Order grid' does not contain the "Advil - 200 MG, TAB PO" order.
  18. Select "All" from the 'Status' field.
  19. Validate the 'Order grid' contains the order for "Advil - 200 MG, TAB, PO Void Reason: Entered for incorrect client - Void Text value" with an 'Order Status' of "Voided Patient Reported".
Topics
• Order Entry Console
Update 77 Summary | Details
Last Dose / Next Dose on the Discharge Medications Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Registry Settings (CWS)
Scenario 1: Enable Last Dose/Next Due on OE Console Discharge Med Reconciliation report
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Enable Last Dose/Next Due on OE Console Discharge Med Reconciliation report' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3".
  • Validate the 'Avatar eMAR->General->Settings->->->Support Medication ID' registry setting is set to "Y".
  • Please log out 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
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select "XANAX 1 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" from the 'Dose Unit' field.
  5. Select "Every 6 Hours" from the 'Freq' field.
  6. Validate the 'First Dose Date' field contains the current date
  7. Validate the 'First Dose Time' field contains the current time.
  8. Set the 'Duration' field to "14" and click [Days].
  9. Click [Add to Scratchpad] and [Sign].
  10. Search for and select "RITALIN 10 MG TABLET ORAL" in the 'New Order' field.
  11. Set the 'Dose' field to "1".
  12. Select "TABLET" from the 'Dose Unit' field.
  13. Select "TWICE A DAY" from the 'Freq' field.
  14. Validate the 'First Dose Date' field contains the current date.
  15. Validate the 'First Dose Time' field contains "09:00 AM".
  16. Validate the 'First Dose Date' field contains the current date.
  17. Validate the 'First Dose Time' field contains either "09:00 AM" or "09:00 PM" depending on the current time and hours of administration.
  18. Set the 'Duration' field to "14" and click [Days].
  19. Click [Add to Scratchpad] and [Sign].
  20. Validate the 'Order grid' contains an order for "RITALIN ORAL TABLET 1 TABLET, TWICE A DAY" and "XANAX ORAL TABLET 1 TABLET, Every 6 Hours".
  21. Access the ‘eMAR’ widget.
  22. Validate an order for "RITALIN 10 MG ORAL TABLET, 1 TABLET TWICE A DAY" is displayed with hours of administration of "0900" and "2100" under the current date and an order for "XANAX 1 MG ORAL TABLET, 1 TABLET Every 6 Hours" with hours of administration under the current date starting with the time the order was created and running through the end of the day in 6 hour increments.
  23. Select the first cell with a future time under the current date for the "RITALIN 10 MG ORAL TABLET, 1 TABLET TWICE A DAY" order and click [Administer].
  24. Verify the 'Order Acknowledgement' dialog exists and click [OK].
  25. Verify the 'Client Education' dialog exists.
  26. Select "Yes" from the 'Education Performed' field and click [OK].
  27. Verify the 'Administration Event' dialog exists and contains the order for "RITALIN 10 MG ORAL TABLET".
  28. Validate the 'Administration Date/Time' fields contains the current date and time.
  29. Set the 'Med ID' field to the NDC# for "RITALIN 10 MG ORAL TABLET".
  30. Validate the 'Qty' field is equal to "1".
  31. Validate the 'Unit' field is equal to "TABLET".
  32. Select a successful administration event in the 'Administration Event' field.
  33. Check the 'Accept administration information entered' checkbox and click [Ok].
  34. Validate the first cell under the current date for the "RITALIN 10 MG ORAL TABLET, 1 TABLET TWICE A DAY" order contains an administration of "1 TABLET" and the time of the administration.
  35. Select the first cell under the current date for the "XANAX 1 MG ORAL TABLET, 1 TABLET Every 6 Hours" order and click [Administer].
  36. Verify the 'Order Acknowledgement' dialog exists and click [OK].
  37. Verify the 'Client Education' dialog exists.
  38. Select "Yes" from the 'Education Performed' field and click [OK].
  39. Verify the 'Administration Event' dialog exists and contains the order for "XANAX 1 MG ORAL TABLET".
  40. Validate the 'Administration Date/Time' fields contains the current date and time.
  41. Set the 'Med ID' field to the NDC# for "XANAX 1 MG ORAL TABLET".
  42. Validate the 'Qty' field is equal to "1".
  43. Validate the 'Unit' field is equal to "TABLET".
  44. Select "Nurse-Administered" from the 'Administration Event' field.
  45. Check the 'Accept administration information entered' field and [Ok].
  46. Validate the first cell under the current date for the "XANAX 1 MG ORAL TABLET, 1 TABLET Every 6 Hours" order contains an administration of "1 TABLET {administration time}".
  47. Access the Order Entry Console.
  48. Select the 'Discharge Reconciliation' tab.
  49. Select the first order from 'Inpatient Medications' and click [Add to Scratchpad].
  50. Select the second order from 'Inpatient Medications' and click [Add to Scratchpad].
  51. Select the first order from 'Home Medications Scratchpad (Post-Discharge)'.
  52. Validate the 'New Order' field contains "Ritalin 10 MG Oral Tablet (Schedule II)".
  53. Validate the 'Dose' field contains "1".
  54. Validate the 'Dose Unit' field contains "Tablet".
  55. Validate the 'Frequency' field contains "TWICE A DAY".
  56. Set the 'Days Supply' field to "14" and press Tab.
  57. Validate the 'Dispense Qty' field contains "28".
  58. Validate the 'Dispense Qty Unit' field contains "Tablet".
  59. Set the 'Start Date' field to the current date and press Tab.
  60. Click [Update Order].
  61. Select the second order from 'Home Medications Scratchpad (Post-Discharge)'.
  62. Validate the 'New Order' field contains "Xanax 1 MG Oral Tablet (Schedule II)".
  63. Validate the 'Dose' field contains "1".
  64. Validate the 'Dose Unit' field contains "Tablet".
  65. Validate the 'Frequency' field contains "Every 6 Hours".
  66. Set the 'Days Supply' field to "14" and press Tab.
  67. Validate the 'Dispense Qty' field contains "56".
  68. Validate the 'Dispense Qty Unit' field contains "Tablet".
  69. Set the 'Start Date' field to the current date and press Tab.
  70. Click [Update Order].
  71. Search for and select "Zyflo 600 MG Tablet Oral" in the 'New Order' field.
  72. Set the 'Dose' field contains "1".
  73. Validate the 'Dose Unit' field contains "Tablet".
  74. Select "EVERY DAY" from the 'Frequency' field.
  75. Set the 'Days Supply' field to "14" and press Tab.
  76. Validate the 'Dispense Qty' field contains "14".
  77. Validate the 'Dispense Qty Unit' field contains "Tablet".
  78. Set the 'Start Date' field to the current date.
  79. Click [Add to Scratchpad].
  80. Validate 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Zyflo 600 MG Tablet Oral 600 MG Tablet Take one (1) tablet by mouth daily (Refills: 0, Dispense Quantity: 14)".
  81. Validate that the "Ritalin", "Xanax", and "Zyflo" orders have a status of "ADD", "ADD", and "NEW" respectively in the 'Action' column.
  82. Click [Review and Sign].
  83. Validate the 'Final Review' dialog is displayed and click [Sign].
  84. Click [Print Report]
  85. Verify the 'Discharge Medications Report' is displayed.
  86. Click [Go To Next Page].
  87. Validate the report contains "Ritalin 10 MG Tablet Oral" in the 'ACTIVE MEDICATIONS LIST' with a 'Last Given' time of "{current date} 09:00AM/09:00PM" and a 'Next Due' time and date twelve hours from the 'Last Give' time.
  88. Validate the report contains "Xanax 1 MG Tablet Oral" in the 'ACTIVE MEDICATIONS LIST' with a 'Last Given' time based on the 'First Dose' field and a 'Next Due' time and date six hours from the 'First Dose'.
  89. Validate the report contains "Zyflo 600 MG Tablet Oral" in the 'ACTIVE MEDICATIONS LIST' with no value in the 'Last Given' or 'Next Due' columns.
  90. Close the report.
Scenario 2: OE NX - Discharge Medications Report
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Enable Last Dose/Next Due on OE Console Discharge Med Reconciliation report' registry setting must be set to "N".
  • The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3".
  • Validate the 'Avatar eMAR->General->Settings->->->Support Medication ID' registry setting is set to "Y".
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out 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
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select "XANAX 1 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" from the 'Dose Unit' field.
  5. Select "EVERY DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "14" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "XANAX ORAL TABLET 1 TABLET, EVERY DAY".
  9. Select the 'Home Medications' tab.
  10. Uncheck the 'Client Reported' check box.
  11. Search for and select "RITALIN 10 MG TABLET ORAL" in the 'New Order' field.
  12. Set the 'Dose' field to "1".
  13. Validate the 'Dose Unit' field contains "Tablet".
  14. Select "EVERY DAY" from the 'Frequency' field.
  15. Set the 'Days Supply' field to "14" and press Tab.
  16. Validate the 'Dispense Qty' field contains "14".
  17. Validate the 'Dispense Qty Unit' field contains "Tablet".
  18. Set the 'Start Date' field to the current date.
  19. Validate the 'Stop Date' field contains a date that is 14 days in the future from the 'Start Date'.
  20. Click [Add to Scratchpad], [Final Review], and [Sign].
  21. Validate the 'Order grid' contains an order for "Ritalin 10 MG ORAL Tablet, Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 14 Tablet)".
  22. Access the ‘eMAR’ widget.
  23. Validate an order for "XANAX 1 MG ORAL TABLET, 1 TABLET EVERY DAY" is displayed with no hours of administration in the cells under the current date.
  24. Select the first cell under the current date and click [Administer].
  25. Verify the 'Order Acknowledgement' dialog exists and click [OK].
  26. Verify the 'Client Education' dialog exists.
  27. Select "Yes" from the 'Education Performed' field and click [OK].
  28. Verify the 'Administration Event' dialog exists and contains an order for "XANAX 1 MG ORAL TABLET".
  29. Validate the 'Administration Date/Time' fields contains the current date and time.
  30. Set the 'Med ID' field to the NDC for "XANAX 1 MG ORAL".
  31. Validate the 'Qty' field is equal to "1".
  32. Validate the 'Unit' field is equal to "TABLET".
  33. Select a successful administration event from the 'Administration Event' field.
  34. Check the 'Accept administration information entered' checkbox and [Ok].
  35. Validate the first cell under the current date for the "XANAX 1 MG ORAL TABLET, 1 TABLET EVERY DAY" order contains "1 TABLET" and the time administered.
  36. Validate "Client A" is selected and access the Order Entry Console.
  37. Select the 'Discharge Reconciliation' tab.
  38. Validate 'Inpatient Medications' contains an order for "XANAX ORAL TABLET 1 TABLET, EVERY DAY".
  39. Validate 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Ritalin 10 MG ORAL Tablet Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 14 Tablet)".
  40. Select the order for "XANAX ORAL TABLET 1 TABLET, EVERY DAY" from 'Inpatient Medications' and click [Add to Scratchpad].
  41. Select the order for "XANAX ORAL TABLET 1 TABLET, EVERY DAY" from 'Home Medications Scratchpad (Post-Discharge)'.
  42. Validate the 'Dose' field contains "1".
  43. Validate the 'Dose Unit' field contains "Tablet".
  44. Validate the 'Frequency' field contains "EVERY DAY".
  45. Set the 'Days Supply' field to "14" and press Tab.
  46. Validate the 'Dispense Qty' field contains "14".
  47. Validate the 'Dispense Qty Unit' field contains "Tablet".
  48. Set the 'Start Date' field to the current date.
  49. Validate the 'Stop Date' field contains a date that is 14 days in the future from the 'Start Date'.
  50. Click [Update Order].
  51. Search for and select "Zyflo 600 MG Tablet Oral" in the 'New Order' field.
  52. Set the 'Dose' field contains "1".
  53. Validate the 'Dose Unit' field contains "Tablet".
  54. Select "EVERY DAY" from the 'Frequency' field.
  55. Set the 'Days Supply' field to "14" and press Tab.
  56. Validate the 'Dispense Qty' field contains "14".
  57. Validate the 'Dispense Qty Unit' field contains "Tablet".
  58. Set the 'Start Date' field to the current date.
  59. Validate the 'Stop Date' field contains a date that is 14 days in the future from the 'Start Date'.
  60. Click [Add to Scratchpad].
  61. Validate 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Zyflo 600 MG Tablet Oral 600 MG Tablet Take one (1) tablet by mouth daily (Refills: 0, Dispense Quantity: 14)".
  62. Select the order for "Ritalin 10 MG ORAL Tablet" from 'Home Medications Scratchpad (Post-Discharge)' and click [Continue].
  63. Validate that the "Ritalin", "Xanax", and "Zyflo" orders have a status of "CONT", "ADD", and "NEW" respectively in the 'Action' column.
  64. Click [Review and Sign].
  65. Validate the 'Final Review' dialog is displayed and click [Sign].
  66. Validate that 'Discharge Med Reconciliation' is in view-only mode.
  67. Click [Print Report].
  68. Verify the 'Discharge Medications Report' is displayed.
  69. Validate the 'Continue These Medications' section contains "Ritalin 10 MG TAB Start: {the current date} Take one (1) tablet by mouth daily Dispense Quantity: 14 Tablet Days Supply: 14 Refills: 0".
  70. Validate the 'Start These Medications' section contains "Xanax 1 MG Tablet Oral Start: {the current date} Take one (1) tablet by mouth daily Dispense Quantity: 14 Tablet Days Supply: 14 Refills: 0".
  71. Validate the 'Start These Medications' section contains "Zyflo 600 MG Tablet Oral Start: {the current date} Take one (1) tablet by mouth daily Dispense Quantity: 14 Tablet Days Supply: 14 Refills: 0".
  72. Click [Go To Next Page].
  73. Validate the 'Active Medications List' section contains "Ritalin 10 MG TAB Take one (1) tablet by mouth daily Start: {the current date}", "Xanax 1 MG Tablet Oral Take one (1) tablet by mouth daily Start: {the current date}", and "Zyflo 600 MG Tablet Oral Take one (1) tablet by mouth daily Start: {the current date}".
  74. Close the report.
Topics
• Medication List Report • Discharge Med Reconciliation