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Avatar OE 2022 Quarterly Release 2022.02 Acceptance Tests

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

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

  1. Populate any other desired fields, click the 'Accept specimen collection entered' checkbox, and click [OK].
  2. Validate the selected cell displays with the specimen collection time.
Topics
• Avatar eMAR
Update 7 Summary | Details
Multiple Reasons - Home Medications
Scenario 1: Make Rx when 'Client Reported' is selected by default in 'Home Medications'
Specific Setup:
  • Avatar OE 2020 Update 25 is required in order to make use of this functionality.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->OrderConnect->->->Enable Home Medications in the Order Entry Console' registry setting must be set to "Y".
  • A user must exist that has the 'Associate User with Order Entry User Role' field set to "No" and the 'Default to Client Reported in Home Medications' field with the 'Client Reported' checkbox checked off.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active 'Client Reported' order for "Ativan -1 MG, TAB, PO". (Client A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Click the 'Home Medications' tab.
  3. Validate that the 'Order grid' contains a 'Client Reported' order for "Ativan - 1 MG, TAB, PO".
  4. Validate that the 'Client Reported' checkbox is checked.
  5. Select the 'Client Reported' order for "Ativan - 1 MG, TAB, PO" in the 'Order grid'.
  6. Click [Make Rx].
  7. Validate that the 'Client Reported' checkbox is not checked.
  8. Set the 'Dose' field to "1".
  9. Validate that the 'Dose Unit' field contains "Tablet".
  10. Select "Twice a Day" in the 'Frequency' field.
  11. Select any value in the 'Diagnosis' field.
  12. Set the 'Days Supply' field to "20".
  13. Validate that the 'Dispense Qty' field contains "40".
  14. Validate that the 'Dispense Qty Unit' field contains "Tablet".
  15. Validate that the 'Start Date' field contains the current date.
  16. Validate that the 'Stop Date' field contains a date that is 20 days in the future of the date in the 'Start Date' field.
  17. Validate that the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
  18. Click [Add to Scratchpad].
  19. Validate that the 'Client Reported' checkbox is checked.
  20. Click [Final Review].
  21. Validate that an 'Interactions' dialog may be displayed.
  22. Enter a value in the 'Notes' field and click [Save Override and Exit].
  23. Validate that the 'Final Review' dialog is displayed.
  24. Select any value in the 'Prescriber' field. If the staff member associated to the user only has one DEA #, then that value will default in.
  25. Select "None" in the 'Output' field.
  26. Click [Sign].
  27. Validate that the 'Order grid' contains a 'Prescription' for "Ativan 1 MG Oral Tablet".
  28. Validate that the 'Client Reported' checkbox is checked.
Scenario 2: OE NX - Create New Order in Orders This Episode - Reconcile in Discharge Med Reconciliation - Validate in Home Meds
Specific Setup:
  • The '548 Enable Multiple Reasons at Order Entry' extended attribute off of 'Order Entry Tabled Files' > '(500) Order Types' must be set to "Yes" for "Pharmacy".
  • The 'Default to Client Reported' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user.
  • Please log out of the application and log back in after completing the above configuration.
  • 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’ 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. Search for and select "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Select "3 TIMES A DAY" from the 'Freq' field.
  6. Click [Reason-View].
  7. Validate the 'Multiple Reason Checklist' dialog is displayed.
  8. Select multiple values in the 'Reasons' field and click [Save].
  9. Set the 'Reason Text' field to "testing".
  10. Set the 'Duration' field to "14" and click [Days].
  11. Validate the 'Days Supply' field contains "14".
  12. Validate the 'Dispense Qty' field contains "42".
  13. Select "Tablet" from the 'Dispense Qty Unit' field.
  14. Validate the 'Directions' field contains "Take one (1) tablet by mouth three times a day".
  15. Click [Add to Scratchpad] and click [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 and click [Sign].
  19. Validate the 'Dispense Qty Unit' field contains "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG ORAL 1 Tablet, 3 TIMES A DAY "The multiple values selected from the 'Reasons' field" -- testing ".
  20. Access the 'Discharge Reconciliation' tab.
  21. Validate the 'Inpatient Medications' contains "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG ORAL 1 Tablet, 3 TIMES A DAY "The multiple values selected from the 'Reasons' field" - testing".
  22. Select the order "ADVIL ALLERGY & CONGESTION RELIEF" from the 'Inpatient Medications'.
  23. Click [Add to Scratchpad As RX].
  24. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains "Advil Allergy & Congestion Relief 4 MG-200 MG-10 MG Tablet Oral Take one (1) tablet by mouth three times a day, Reason: -- testing".
  25. Select the order for "Advil Allergy & Congestion Relief " from the 'Home Medications Scratchpad (Post-Discharge)'.
  26. Validate the 'Dose' field contains "1".
  27. Validate the 'Dose Unit' field contains "Tablet".
  28. Validate the 'Frequency' field contains "3 TIMES A DAY".
  29. Validate the 'Reason field contains the multiple values selected from the 'Reasons' field.
  30. Set the 'Days Supply' field to "14".
  31. Validate the 'Dispense Qty' field contains "42".
  32. Validate the 'Dispense Qty Unit' field contains "Tablet".
  33. Validate the 'Directions' field contains "Take one (1) tablet by mouth three times a day".
  34. Click [Update Order] and click [Review and Sign].
  35. Validate the 'Interactions' dialog is displayed.
  36. Override all interactions and click [Save Override and Exit].
  37. Validate the 'Final Review' dialog is displayed and click [Sign].
  38. Access the 'Home Medications' tab
  39. Uncheck the 'Client Reported' checkbox.
  40. Validate the 'Order grid' for "Advil Allergy & Congestion Relief 4 MG-200 MG-10 MG".
  41. Search for and select "PriLOSEC 10 MG, Capsule, Delayed Release (1 Capsule TWICE A DAY)" in the 'New Order' field.
  42. Validate the 'Dose' field contains "1".
  43. Validate the 'Dose Unit' field contains "Capsule".
  44. Validate the 'Frequency' field contains "TWICE A DAY".
  45. Set the 'Days Supply' field to "15".
  46. Validate the 'Dispense Qty' field contains "30".
  47. Validate the 'Dispense Qty Unit' field contains "Capsule".
  48. Validate the 'Directions' field contains "Take one (1) capsule by mouth twice a day".
  49. Click [Add to Scratchpad] and click [Final Review].
  50. Validate the 'Interactions' dialog is displayed.
  51. Override all interactions and click [Save Override and Exit].
  52. Validate the 'Final Review' dialog is displayed and click [Sign].
  53. Validate the 'Order grid' contains "PriLOSEC 10 MG ORAL Capsule, Delayed ReleaseTake one (1) capsule by mouth twice a day"
Topics
• NX • Order Entry Console
Update 15 Summary | Details
Order Code Load Utility Via Micromedex Red Book Database
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Load/Update Utility Via Micromedex Red Book Database
Scenario 1: Order Code - Uniform Order Code
Steps
  1. Access the 'Order Code Setup' form.
  2. Alter NDC's for three order codes.
  3. Access the 'Order Code Load/Update Utility Via MicroMedex Red Book Database.
  4. Click [Create/Update Order Codes].
  5. Access the 'Order Code Setup' form.
  6. Validate the 3 order codes have their original NDC's.
Topics
• NX
Update 17 Summary | Details
OE NX - Home Medications - OrderConnect Links
Scenario 1: OE NX - Home Medications - Prescriber's Queue and External RxHx links
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) make note of the 'Agency ID' in the 'OrderConnect Facility/Agency Definition' form for Client A's program.
Steps
  • Select "Client A" and access the Order Entry Console.
  • Click the 'Home Medications' tab.
  • Click the 'External RxHx' and 'Prescriber's Queue' links and validate the 'Facility Name' for the agency associated to "Client A's" program displays.
Topics
• Order Entry Console • NX
Update 20 Summary | Details
NX - Default Duration of Home Meds orders with PRN frequency
Scenario 1: OE NX - Default Duration of Home Meds orders with PRN frequency
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Access the 'Registry Settings' form.
  2. Search for and select the Registry Setting: "Avatar Order Entry->Facility Defaults->Client Profile->->->Default Duration for PRN prescriptions in OE Console (Home Meds)".
  3. Validate the 'Registry Setting Value' field contains "0" and close the form.
  4. Select "Client A" and access the Order Entry Console.
  5. Select the 'Home Medications' tab.
  6. Uncheck the 'Client Reported' checkbox.
  7. Search for and select "Advil 200 MG, Tablet, Oral Tablet Oral (1 Tablet AS NEEDED)" from the 'New Order' field.
  8. Validate the 'Frequency' field contains "AS NEEDED".
  9. Validate the 'Days Supply' field does not contain a value.
  10. Validate the 'Dispense Qty' field does not contain a value.
  11. Validate the 'Start Date' field contains the current date.
  12. Validate the 'Stop Date' field does not contain a value.
  13. Set the 'Days Supply' field to "30" and press [Tab].
  14. Validate the 'Dispense Qty' field contains "30".
  15. Validate the 'Stop Date' field contains a date thirty days in the future.
  16. Click [Add to Scratchpad] and [Final Review].
  17. Select "None" from the 'Output' field and click [Sign].
  18. Access the 'Registry Settings' form.
  19. Search for and select the Registry Setting: "Avatar Order Entry->Facility Defaults->Client Profile->->->Default Duration for PRN prescriptions in OE Console (Home Meds)".
  20. Set the 'Registry Setting Value' field to "90" and click [Submit].
  21. Close the form and log out and back into the application.
  22. Select "Client A" and access the Order Entry Console.
  23. Select the 'Home Medications' tab.
  24. Uncheck the 'Client Reported' checkbox.
  25. Search for and select "Advil 200 MG, Tablet, Oral Tablet Oral (1 Tablet AS NEEDED)" from the 'New Order' field.
  26. Validate the 'Frequency' field contains "AS NEEDED".
  27. Validate the 'Days Supply' field does not contain a value.
  28. Validate the Dispense Qty field does not contain a value.
  29. Validate the 'Start Date' field contains the current date.
  30. Validate the 'Stop Date' field contains a date ninety days in the future.
  31. Set the 'Days Supply' field to "30" and press [Tab].
  32. Validate the 'Dispense Qty' field contains "30".
  33. Validate the 'Stop Date' field contains a date ninety days in the future.
  34. Click [Add to Scratchpad] and [Final Review].
  35. Select "None" from the 'Output' field and click [Sign].
Topics
• Order Entry Console • Home Medications • NX
Update 23 Summary | Details
Home Medications - Client Reported
Scenario 1: OE NX - Admission Med Rec - Edit Pending Reconciliation - Hold in Pending Status, Active and Reconcile
Specific Setup:
  • The 'Default to Client Reported' checkbox is checked for the logged in user in the 'Order Entry User Definition' form.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "TYLENOL 325 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Click the 'Dose Unit' field.
  5. Select "TABLET" from the 'Dose Unit' field.
  6. Select "4 TIMES A DAY" from the 'Freq' field.
  7. Set the 'Duration' field to "12" and click [Days].
  8. Validate the 'Days Supply' field contains "12".
  9. Select "Tablet" from the 'Dispense Qty Unit' field.
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains the order for "TYLENOL 325 MG ORAL 1 TABLET, 4 TIMES A DAY".
  12. Click the 'Home Medications' tab.
  13. Check the 'Reported' checkbox.
  14. Search for and select "PriLOSEC 20 MG Capsule, Delayed Release Oral" in the 'New Order' field.
  15. Set the 'Dose' field to "1".
  16. Select "AS NEEDED" from the 'Frequency' field.
  17. Select "Client Reported" from the 'Reported Source field'.
  18. Set the 'Reported Source Text' field to "Testing Reported Source Text".
  19. Click [Save].
  20. Validate the 'Order grid' contains the order for "PriLOSEC - 20 MG Take one (1) capsule by mouth as needed Reported Source: Client Reported Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  21. Click the 'Admission Reconciliation' tab.
  22. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "PriLOSEC - 20 MG Take one (1) capsule by mouth as needed Reported Source: Client Reported Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  23. Hover over the "PriLOSEC - 20 MG" order and validation "Reported Source: Client Reported Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported"" is displayed.
  24. Validate the 'Inpatient Medications Scratchpad' contains the order for "TYLENOL 325 MG ORAL 1 TABLET, 4 TIMES A DAY".
  25. Select the order in the 'Home Medications (Pre-Admission)' and click [Add to Scratchpad].
  26. Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 20 MG CAPSULE, DELAYED RELEASE ORAL20 MG, AS NEEDED".
  27. Validate the 'Action' cell for the "PRILOSEC 20 MG CAPSULE" order contains a red flag.
  28. Select the "PRILOSEC 20 MG CAPSULE" order from the 'Inpatient Medications Scratchpad'.
  29. Select "Other" from the 'Preferred Dose' field.
  30. Set the 'Dose' field to "1".
  31. Click the 'Dose Unit' field.
  32. Select "Capsule" from the 'Dose Unit' field.
  33. Validate the 'Freq' field contains "AS NEEDED".
  34. Set the 'Duration' field to "15" and click [Days].
  35. Validate the 'Days Supply' field contains "15"
  36. Select "Capsule" from the 'Dispense Quantity Unit' field
  37. Click [Reason-View].
  38. Validate the 'Multiple Reason Checklist' dialog is displayed.
  39. Select any value in the 'Reasons' field and click [Save].
  40. Click [Update Order].
  41. Validate the 'Action' cell for the "PRILOSEC 20 MG CAPSULE" order does not contain a red flag.
  42. Validate [Reconcile & Sign] is enabled.
  43. Click [Hold in Pending Status].
  44. Validate the 'Interactions' dialog is displayed.
  45. Override all interactions and click [Save Override and Exit].
  46. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  47. Validate the [Activate for Reconciliation] is enabled.
  48. Click the 'Home Medications' tab.
  49. Click the 'Admission Reconciliation' tab.
  50. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  51. Click [Edit Pending Reconciliation].
  52. Validate the 'Warning' message is displayed stating "Admission Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [OK].
  53. Validate [Reconcile & Sign] is enabled.
  54. Search for and select "BAYER ASPIRIN CHILDREN'S, 81 MG TABLET, CHEWABLE ORAL" in the 'New Order' field.
  55. Set the 'Dose' field to "1".
  56. Select "TABLET" from the 'Dose Unit' field.
  57. Select "3 TIMES A DAY" from the 'Freq' field.
  58. Set the 'Duration' field to "48".
  59. Click [Hours].
  60. Validate the 'Days Supply' field contains "2".
  61. Select "Tablet" from the 'Dispense Quantity Unit' field.
  62. Click [Add to Scratchpad].
  63. Validate the 'Inpatient Medications Scratchpad' contains order for "BAYER ASPIRIN CHILDREN'S 81 MG TABLET, CHEWABLE ORAL1 TABLET, 3 TIMES A DAY".
  64. Validate [Reconcile & Sign] is enabled.
  65. Click [Hold in Pending Status].
  66. Validate the 'Interactions' dialog is displayed.
  67. Override all interactions and click [Save Override and Exit].
  68. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  69. Validate the [Activate for Reconciliation] is enabled.
  70. Click [Activate for Reconciliation].
  71. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Scenario 2: OE NX - Discharge Med Reconciliation - Create New Order and place in 'Hold in Pending Status'
Specific Setup:
  • Two clients must have active inpatient episodes. (Client A and Client B) One whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • "Client A" and "Client B" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Access the 'Home Medications' tab.
  3. Validate the 'Reported' checkbox is checked.
  4. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
  5. Select "Other Physician" from the 'Reported Source field'.
  6. Set the 'Reported Source Text' field to "Testing Reported Source Text".
  7. Click [Save].
  8. Validate the 'Order grid' contains "Advil - 200 MG, TAB, PO Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  9. Select the 'Discharge Med Reconciliation' tab.
  10. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains "Advil - 200 MG, TAB, PO Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported".
  11. Hover over the "Advil - 200" order and validate "Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported"" is displayed.
  12. Search for and select "Zubsolv 5.7 MG-1.4 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
  13. Set the 'Dose' field to "1".
  14. Validate the 'Dose Unit' field contains "Tablet".
  15. Select "As Needed" in the 'Frequency' field.
  16. Set the 'Days Supply' field to "20" and press Tab.
  17. Validate the 'Dispense Qty' field contains "20".
  18. Validate the 'Dispense Qty Unit' field contains "Tablet".
  19. Click [Add to Scratchpad]
  20. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  21. Select the order "Advil - 200 MG" and click [Continue].
  22. Click [Hold in Pending Status].
  23. Select the 'Orders This Episode' tab.
  24. Select the 'Discharge Med Reconciliation' tab.
  25. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  26. Select the 'Home Medications' tab.
  27. Select the 'Discharge Med Reconciliation' tab.
  28. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  29. Select the 'Admission Med Reconciliation' tab.
  30. Select the 'Discharge Med Reconciliation' tab.
  31. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  32. Click [Edit Pending Reconciliation]
  33. Validate the 'Warning' message is displayed stating "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved." and click [OK].
  34. Select "Client B" and access the Order Entry Console.
  35. Select the 'Discharge Med Reconciliation' tab.
  36. Select "Client A" and access the Order Entry Console.
  37. Select the 'Discharge Med Reconciliation' tab.
  38. Validate the 'Saved session' message is displayed stating "New medications may have been added since you switched clients. Do you want to restart reconciliation to ensure all medication orders are up to date or continue with reconciliation in progress?" and click [Continue].
  39. Select the order for "Zubsolv" and click [Undo].
  40. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order for "Advil".
Home Medications - Reported Source Text
Scenario 1: OE NX - Admission Med Rec - Edit Pending Reconciliation - Hold in Pending Status, Active and Reconcile
Specific Setup:
  • The 'Default to Client Reported' checkbox is checked for the logged in user in the 'Order Entry User Definition' form.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "TYLENOL 325 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Click the 'Dose Unit' field.
  5. Select "TABLET" from the 'Dose Unit' field.
  6. Select "4 TIMES A DAY" from the 'Freq' field.
  7. Set the 'Duration' field to "12" and click [Days].
  8. Validate the 'Days Supply' field contains "12".
  9. Select "Tablet" from the 'Dispense Qty Unit' field.
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains the order for "TYLENOL 325 MG ORAL 1 TABLET, 4 TIMES A DAY".
  12. Click the 'Home Medications' tab.
  13. Check the 'Reported' checkbox.
  14. Search for and select "PriLOSEC 20 MG Capsule, Delayed Release Oral" in the 'New Order' field.
  15. Set the 'Dose' field to "1".
  16. Select "AS NEEDED" from the 'Frequency' field.
  17. Select "Client Reported" from the 'Reported Source field'.
  18. Set the 'Reported Source Text' field to "Testing Reported Source Text".
  19. Click [Save].
  20. Validate the 'Order grid' contains the order for "PriLOSEC - 20 MG Take one (1) capsule by mouth as needed Reported Source: Client Reported Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  21. Click the 'Admission Reconciliation' tab.
  22. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "PriLOSEC - 20 MG Take one (1) capsule by mouth as needed Reported Source: Client Reported Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  23. Hover over the "PriLOSEC - 20 MG" order and validation "Reported Source: Client Reported Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported"" is displayed.
  24. Validate the 'Inpatient Medications Scratchpad' contains the order for "TYLENOL 325 MG ORAL 1 TABLET, 4 TIMES A DAY".
  25. Select the order in the 'Home Medications (Pre-Admission)' and click [Add to Scratchpad].
  26. Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 20 MG CAPSULE, DELAYED RELEASE ORAL20 MG, AS NEEDED".
  27. Validate the 'Action' cell for the "PRILOSEC 20 MG CAPSULE" order contains a red flag.
  28. Select the "PRILOSEC 20 MG CAPSULE" order from the 'Inpatient Medications Scratchpad'.
  29. Select "Other" from the 'Preferred Dose' field.
  30. Set the 'Dose' field to "1".
  31. Click the 'Dose Unit' field.
  32. Select "Capsule" from the 'Dose Unit' field.
  33. Validate the 'Freq' field contains "AS NEEDED".
  34. Set the 'Duration' field to "15" and click [Days].
  35. Validate the 'Days Supply' field contains "15"
  36. Select "Capsule" from the 'Dispense Quantity Unit' field
  37. Click [Reason-View].
  38. Validate the 'Multiple Reason Checklist' dialog is displayed.
  39. Select any value in the 'Reasons' field and click [Save].
  40. Click [Update Order].
  41. Validate the 'Action' cell for the "PRILOSEC 20 MG CAPSULE" order does not contain a red flag.
  42. Validate [Reconcile & Sign] is enabled.
  43. Click [Hold in Pending Status].
  44. Validate the 'Interactions' dialog is displayed.
  45. Override all interactions and click [Save Override and Exit].
  46. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  47. Validate the [Activate for Reconciliation] is enabled.
  48. Click the 'Home Medications' tab.
  49. Click the 'Admission Reconciliation' tab.
  50. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  51. Click [Edit Pending Reconciliation].
  52. Validate the 'Warning' message is displayed stating "Admission Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [OK].
  53. Validate [Reconcile & Sign] is enabled.
  54. Search for and select "BAYER ASPIRIN CHILDREN'S, 81 MG TABLET, CHEWABLE ORAL" in the 'New Order' field.
  55. Set the 'Dose' field to "1".
  56. Select "TABLET" from the 'Dose Unit' field.
  57. Select "3 TIMES A DAY" from the 'Freq' field.
  58. Set the 'Duration' field to "48".
  59. Click [Hours].
  60. Validate the 'Days Supply' field contains "2".
  61. Select "Tablet" from the 'Dispense Quantity Unit' field.
  62. Click [Add to Scratchpad].
  63. Validate the 'Inpatient Medications Scratchpad' contains order for "BAYER ASPIRIN CHILDREN'S 81 MG TABLET, CHEWABLE ORAL1 TABLET, 3 TIMES A DAY".
  64. Validate [Reconcile & Sign] is enabled.
  65. Click [Hold in Pending Status].
  66. Validate the 'Interactions' dialog is displayed.
  67. Override all interactions and click [Save Override and Exit].
  68. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  69. Validate the [Activate for Reconciliation] is enabled.
  70. Click [Activate for Reconciliation].
  71. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Scenario 2: OE NX - Discharge Med Reconciliation - Create New Order and place in 'Hold in Pending Status'
Specific Setup:
  • Two clients must have active inpatient episodes. (Client A and Client B) One whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • "Client A" and "Client B" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Access the 'Home Medications' tab.
  3. Validate the 'Reported' checkbox is checked.
  4. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
  5. Select "Other Physician" from the 'Reported Source field'.
  6. Set the 'Reported Source Text' field to "Testing Reported Source Text".
  7. Click [Save].
  8. Validate the 'Order grid' contains "Advil - 200 MG, TAB, PO Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  9. Select the 'Discharge Med Reconciliation' tab.
  10. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains "Advil - 200 MG, TAB, PO Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported".
  11. Hover over the "Advil - 200" order and validate "Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported"" is displayed.
  12. Search for and select "Zubsolv 5.7 MG-1.4 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
  13. Set the 'Dose' field to "1".
  14. Validate the 'Dose Unit' field contains "Tablet".
  15. Select "As Needed" in the 'Frequency' field.
  16. Set the 'Days Supply' field to "20" and press Tab.
  17. Validate the 'Dispense Qty' field contains "20".
  18. Validate the 'Dispense Qty Unit' field contains "Tablet".
  19. Click [Add to Scratchpad]
  20. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  21. Select the order "Advil - 200 MG" and click [Continue].
  22. Click [Hold in Pending Status].
  23. Select the 'Orders This Episode' tab.
  24. Select the 'Discharge Med Reconciliation' tab.
  25. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  26. Select the 'Home Medications' tab.
  27. Select the 'Discharge Med Reconciliation' tab.
  28. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  29. Select the 'Admission Med Reconciliation' tab.
  30. Select the 'Discharge Med Reconciliation' tab.
  31. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  32. Click [Edit Pending Reconciliation]
  33. Validate the 'Warning' message is displayed stating "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved." and click [OK].
  34. Select "Client B" and access the Order Entry Console.
  35. Select the 'Discharge Med Reconciliation' tab.
  36. Select "Client A" and access the Order Entry Console.
  37. Select the 'Discharge Med Reconciliation' tab.
  38. Validate the 'Saved session' message is displayed stating "New medications may have been added since you switched clients. Do you want to restart reconciliation to ensure all medication orders are up to date or continue with reconciliation in progress?" and click [Continue].
  39. Select the order for "Zubsolv" and click [Undo].
  40. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order for "Advil".
Topics
• Order Entry Console • Discharge Med Reconciliation
Update 24 Summary | Details
OE NX - Lab Orders Outbound
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Financial Eligibility
  • External Lab Mapping for CareConnect
  • Order Entry Console - AOE Question Dialog
  • Print pdf dialog
  • External Lab/Radiology Definition for CareConnect
Scenario 1: OE NX - Lab orders - Requisition Report
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the 'Financial Eligibility' form.
  2. Select the 'Guarantor Selection' section.
  3. Click the [Add New Item] in the Guarantor Information grid.
  4. Search for and select "Medicare" from the 'Guarantor #' field.
  5. Select "(Contract) Medicare Part A" from the 'Guarantor Plan' field.
  6. 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].
  7. Select "Self" from the 'Client's Relationship To Subscriber' field.
  8. Validate the 'Subscriber's Name' field is equal to "Client A".
  9. Set the 'Subscriber Address' - Street Line 1 field to "123 place drive circle street".
  10. Set the 'Zip code' field to "12345".
  11. Select "Male" from the 'Subscriber Sex' field.
  12. Set the 'Subscriber's Social Security #' field to "222-55-8888".
  13. Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Subscriber's Employment Status' field.
  14. Set the 'Subscriber Policy #' field to "48536843".
  15. Select "Yes" from the 'Subscriber Assignment Of Benefits' field.
  16. Set the 'Subscriber's Covered Days' field to "9999".
  17. Set the 'Maximum Covered Dollars' field to "9999999.99".
  18. Select "Yes, Provider Has Signed Statement Permitting Release" from the 'Subscriber Release Of Info' field.
  19. Select the 'Financial Eligibility' section.
  20. Select "Medicare" from the 'Guarantor #1' field and click [Submit].
  21. Access the 'External Lab/Radiology Definition for CareConnect' form.
  22. Select 'Add' from the 'Add New or Edit Existing Vendor' field.
  23. Select 'Lab' from the 'External Application Type' field.
  24. Select 'Yes' from the 'eVendor' field.
  25. Select "Change Health-LabCorp" from the 'Vendor to Define' field.
  26. Select "TA" from the 'Vendor Business Unit' field.
  27. Select "90550015" from the 'Vendor Account Number' field.
  28. Set the 'Vendor Name' field to "LabCorp-CHC".
  29. Select 'LabCorp' from the 'Lab Vendor Company' field and click [Submit].
  30. Validate a message is displayed stating "Do you wish to return to form" and click [No].
  31. Access the 'External Lab Mapping for CareConnect' form.
  32. Select "LabCorp-CHC" from the 'External Lab Vendor' field.
  33. Select "Subscriber Employment Status (IN1-42)" from the 'HL7 Segment' field.
  34. Select "Subscr. Employment Status - File: Client, Data Element #256" from the 'Avatar Dictionary to Map' field.
  35. Select "Full Time (32+ Hours A Week Not Including Armed Forces)" from the 'Avatar Dictionary Value to Map' field.
  36. Set the 'Mapped to Code' field to "1" and click [File].
  37. Select "Subscriber Relationship (IN1-17)" from the 'HL7 Segment' field.
  38. Select "Client's Relationship To Subscriber - File: Client, Data Element #247" from the 'Avatar Dictionary to Map' field.
  39. Select "Self" from the 'Avatar Dictionary Value to Map' field.
  40. Set the 'Mapped to Code' field to "18" and click [File] and [Discard].
  41. Validate a message displays stating Are you sure you want to Close without saving?" and click [Yes].
  42. Access the 'Order Code Setup' form.
  43. Select 'Add New Code' from the 'Add/Edit Order Code' field.
  44. Set the 'New Order Code' field to "Sars-CoV-2".
  45. Set the 'Order Code Description' field to "Sars-CoV-2".
  46. Select "Lab" from the 'Order Type' field.
  47. Click [External Lab Definition].
  48. Click [New Row].
  49. Set the 'Lab Vendor Name' cell to "LabCorp-CHC.
  50. Set the 'Compendium Order Code' cell to "SARS-CoV-2, NAA" - row 1 cell and click [Save].
  51. Validate a message displays stating "Exit Grid?" and click [Yes].
  52. Click [Submit].
  53. Validate a message displays stating "Order Code Setup has completed. Do you wish to return to form?" and click [No].
  54. Select "Client A" and access the 'Order Entry Console'.
  55. Search for and select "SARS-CoV-2, NAA " from the 'New Order' field.
  56. Select "Daily" from the Frequency field.
  57. Click the Lab Vendor Staff will Collect field.
  58. Set the Duration field to "5" and click [Days] and [Add to Scratchpad].
  59. Validate the 'Ask On Order Entry' dialog displays.
  60. Answer all "AOE" questions and click [Save].
  61. Click [Sign] under the 'Scratchpad'.
  62. Validate the 'Order grid' contains an order for "SARS-CoV-2, NAA Daily, Lab Vendor Staff will Collect, LabCorp-CHC".
  63. Select the order created from the 'Order grid' and click [Print].
  64. Validate the 'Lab Print dialog' displays and click [Print Lab Requisition].
  65. Validate the 'Requisition Report' displays successfully.
OE NX - Lab Orders Outbound
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 Entry Console - AOE Question Dialog
Scenario 1: OE NX - Compendium AOE's - Date fields
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Access the 'External Lab/Radiology Definition for CareConnect' form.
  2. Select 'Add' from the 'Add New or Edit Existing Vendor' field.
  3. Select 'Lab' from the 'External Application Type' field.
  4. Select 'Yes' from the 'eVendor' field.
  5. Select "Change Health-LabCorp" from the 'Vendor to Define' field.
  6. Select "TA" from the 'Vendor Business Unit' field.
  7. Select "90550015" from the 'Vendor Account Number' field.
  8. Set the 'Vendor Name' field to "LabCorp-CHC".
  9. Select 'LabCorp' from the 'Lab Vendor Company' field and click [Submit].
  10. Validate a message is displayed stating "Do you wish to return to form" and click [No].
  11. Access the 'Order Code Setup' form.
  12. Select 'Add New Code' from the 'Add/Edit Order Code' field.
  13. Set the 'New Order Code' field to "Sars-CoV-2".
  14. Set the 'Order Code Description' field to "Sars-CoV-2".
  15. Select "Lab" from the 'Order Type' field.
  16. Click [External Lab Definition].
  17. Click [New Row].
  18. Set the 'Lab Vendor Name' cell to "LabCorp-CHC.
  19. Set the 'Compendium Order Code' cell to "SARS-CoV-2, NAA" - row 1 cell and click [Save].
  20. Validate a message displays stating "Exit Grid?" and click [Yes].
  21. Click [Submit].
  22. Validate a message displays stating "Order Code Setup has completed. Do you wish to return to form?" and click [No].
  23. Select "Client A" and access the Order Entry Console.
  24. Search for and select "SARS-CoV-2, NAA" from the 'New Order' field.
  25. Select "Daily" from the 'Frequency' field.
  26. Validate the 'External Lab Vendor Destination' field is equal to "LabCorp-CHC".
  27. Select "Lab Vendor Staff will Collect" from the 'Specimen Collection' field.
  28. Set the Duration field to "3" and click [Days] and [Add to Scratchpad].
  29. Validate the 'Ask On Order Entry' dialog displays.
  30. Answer all "AOE" questions and click [Save].
  31. Click [Sign] under the 'Scratchpad'.
  32. Validate the 'Order grid' contains an order for "SARS-CoV-2, NAA Daily, Lab Vendor Staff will Collect, LabCorp-CHC".
Topics
• NX • Ask on Order Entry questions
Update 25 Summary | Details
OE NX - NPO (Nothing by Mouth) after Midnight to Discontinue Orders
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 via 'My Favorites' and Order groups and when copying and modifying an existing NPO order
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A value must exist in the Order Entry Tabled Files '(505) Discontinue Reason Code' dictionary under 'Avatar CWS'.
  • 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)
  • The 'NPO' order code must exist in 'My favorites'.
  • An Order Group must exist that contains the "NPO" order code and a pharmacy-type order code. (Order Group A)
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select a dietary-oral type order code in the 'New Order' field.
  3. Set the 'Duration' field to any value and click [Days].
  4. Click [Add to Scratchpad] and [Sign].
  5. Validate that the 'Order grid' contains the dietary-oral order.
  6. Click 'My Favorites' and select the "NPO(Nothing By Mouth)" order code.
  7. Click [Add to Scratchpad].
  8. Validate a message is displayed stating that the dietary-oral order would be discontinued and Do you want to continue?" and click [Yes].
  9. Validate the 'Scratchpad' contains the dietary-oral order with an 'Action' of "DC" and the "NPO(Nothing By Mouth)" order with an 'Action' of "ADD" with a red flag.
  10. Select the "NPO(Nothing By Mouth)" order and fill out all required fields and click [Update Order] and [Sign].
  11. Validate that the 'Order grid' contains the "NPO(Nothing By Mouth)" order.
  12. Select the order and click [D/C], [Add to Scratchpad], and [Sign].
  13. Search for and select a dietary-oral order in the 'New Order' field.
  14. Set the 'Duration' field to any value and click [Days].
  15. Click [Add to Scratchpad] and [Sign].
  16. Validate that the 'Order grid' contains an order for "Low Sodium Diet".
  17. Search for and select "Order Group A" in the 'New Order' field.
  18. Select both order codes and click [Add to Scratchpad].
  19. Validate a message is displayed stating that the dietary-oral order would be discontinued and Do you want to continue?" and click [Yes].
  20. Validate the 'Scratchpad' contains the dietary-oral order with an 'Action' of "DC", the pharmacy-type order and the "NPO(Nothing By Mouth)" order with an 'Action' of "ADD" with a red flag for both orders.
  21. Select the pharmacy-type order and fill out all required fields and click [Update Order].
  22. Select the "NPO(Nothing By Mouth)" order and fill out all required fields and click [Update Order].
  23. Click [Sign].
  24. Validate that the 'Interactions' dialog is displayed.
  25. Override all interactions and click [Save Override and Exit].
  26. Validate that the 'Order grid' contains an order for "NPO(Nothing By Mouth)" and the pharmacy-type order.
  27. Select both orders and click [D/C], [Add to Scratchpad], and [Sign].
  28. Search for and select a dietary-oral type order code in the 'New Order' field.
  29. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  30. Validate that the 'Order grid' contains the dietary-oral order.
  31. Select "Discontinued" from the 'Status' field.
  32. Select the Discontinued "NPO(Nothing By Mouth)" in the 'Order grid' and click [Copy].
  33. Validate a message is displayed stating that the dietary-oral order would be discontinued and Do you want to continue?" and click [Yes].
  34. Select "Active" from the 'Status' field and click [Add to Scratchpad] and [Sign].
  35. Validate that the 'Order grid' contains an order for "NPO(Nothing By Mouth)".
  36. Search for and select a dietary-oral type order code in the 'New Order' field.
  37. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  38. Validate that the 'Order grid' contains the dietary-oral order and the "NPO(Nothing By Mouth)" order.
  39. Select the "NPO(Nothing By Mouth)" and click [Copy].
  40. Validate a message is displayed stating that the dietary-oral order would be discontinued and Do you want to continue?" and click [Yes].
  41. Click [Add to Scratchpad] and [Sign].
  42. Validate that the 'Interactions' dialog is displayed.
  43. Override all interactions and click [Save Override and Exit].
  44. Validate that the 'Order grid' contains two orders for "NPO(Nothing By Mouth)".
  45. Select the first "NPO(Nothing By Mouth)" order and click [D/C], [Add to Scratchpad], and [Sign].
  46. Search for and select a dietary-oral type order code in the 'New Order' field.
  47. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  48. Validate that the 'Order grid' contains the dietary-oral order and the "NPO(Nothing By Mouth)" order.
  49. Select the "NPO(Nothing By Mouth)" order and click [Modify].
  50. Validate a message is displayed stating that the dietary-oral order would be discontinued and Do you want to continue?" and click [Yes].
  51. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  52. Validate that the 'Interactions' dialog is displayed.
  53. Override all interactions and click [Save Override and Exit].
  54. Validate that the 'Order grid' contains an order for "NPO(Nothing By Mouth)".
Scenario 2: OE NX - NPO (Nothing by Mouth) order to discontinue Dietary Orders after Midnight
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. 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 "NPO" and press [Tab].
  4. Set the 'Order Code Description' field to "NPO - Nothing by Mouth".
  5. Select "Dietary" from the 'Order Type' field.
  6. Select all "Dietary" Order Types from the 'Automatic Discontinuation of Order Types' field.
  7. Select "As per Doctor' request" from the 'Discontinue Reason for Automatic Discontinuation' field.
  8. Set the 'Future Start Time' field to "0000" and click [Submit].
  9. Validate a message is displayed that states: "Order Code Setup has completed. Do you wish to return to form?" and click [No].
  10. Select "Client A" and access the Order Entry Console.
  11. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  12. Set the 'Dose' field to "1".
  13. Select "TABLET" from the 'Dose Unit' field.
  14. Select "DAILY" from the 'Frequency' field.
  15. Set the 'Duration' field to "14" and click [Days].
  16. Click [Add to Scratchpad] and [Sign].
  17. Search for and select "LOW SODIUM DIET" from the 'New Order' field.
  18. Select "TWICE A DAY" from the 'Frequency' field.
  19. Set the 'Duration' field to "14" and click [Days].
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the 'Order grid' contains an order for "LOW SODIUM DIET TWICE A DAY" and "ADVIL 200 MG ORAL TABLET 1 TABLET, DAILY".
  22. Search for and select "NPO - Nothing by Mouth" from the 'New Order' field.
  23. Validate a message is displayed that states: "The following orders will be discontinued when this order is placed: LOW SODIUM DIET. Do you want to continue?" and press [Yes].
  24. Select "Continuous" from the 'Frequency' field.
  25. Select "For client safety" from the 'Reason' field.
  26. Set the 'Duration' field to "1" and click [Days].
  27. Validate the 'Start Date' field contains tomorrow's date.
  28. Validate the 'Start Time' field contains "12:00 AM".
  29. Validate the 'Stop Date' field contains tomorrow's date.
  30. Validate the 'Stop Time' field contains "11:59 PM".
  31. Click [Add to Scratchpad].
  32. Validate the Scratchpad contains an order for "LOW SODIUM DIET TWICE A DAY" and "NPO - Nothing by Mouth Continuous".
  33. Select the "LOW SODIUM DIET TWICE A DAY" order.
  34. Validate the 'Discontinue Date' field contains tomorrow's date.
  35. Validate the 'Discontinue Time' field contains "12:00 AM".
  36. Validate the 'Discontinue Reason' field contains "As per Doctor' request".
  37. Click [Cancel Update].
  38. Select the "NPO - Nothing by Mouth Continuous" order.
  39. Set the 'Start Date' field to the current date.
  40. Set the 'Start Time' field to the current time.
  41. Click [Update Order].
  42. Select the "LOW SODIUM DIET TWICE A DAY" order.
  43. Validate the 'Discontinue Date' field contains the current date.
  44. Validate the 'Discontinue Time' field contains the current time.
  45. Click [Cancel Update] and [Sign].
  46. Validate the 'Order grid' no longer contains an order for "LOW SODIUM DIET TWICE A DAY"
  47. Validate the 'Order grid' contains an order for "NPO - Nothing by Mouth Continuous" and "ADVIL 200 MG ORAL TABLET 1 TABLET, DAILY".
Topics
• Order Entry Console • NX
Update 27 Summary | Details
OE NX - Order Entry Forms Printing - Alternate 7 day - Fill Details
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Forms Definition
  • Order Entry Forms Printing
Scenario 1: OE NX - Order Entry Forms Printing - Alternate 7 day - Fill Details
Specific Setup:
  • The environment used must be configured to communicate with RxConnect
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a pharmacy-type order.
  3. Access the 'Launch RxConnect' form and click [Launch RxConnect].
  4. Fill the order created via RxConnect.
  5. Access the 'Order Entry Forms Definition' form.
  6. Create a form for the 'Alternate Record (7 Day grid Alternate Format)'.
  7. Access the 'Order Entry Forms Printing' form.
  8. Select the form created above and run the report for "Client A".
  9. Validate the report shows the order details with the correct strength and dose for the filled order (Order A).
Topics
• NX • Order Entry Forms Printing
Update 30 Summary | Details
Change Ordering Practitioner in myAvatar updates it in RxConnect
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Change Ordering Practitioner
  • Rx Summary
  • Change Ordering Practitioner (My Orders)
Scenario 1: Validate Practitioner change in RxConnect when changed using 'Change Ordering Practitioner' form.
Specific Setup:
  • myAvatar must be configured to communicate with RxConnect via HL7 and vice versa.
  • An 'ADT-RXCONNECT' connection must be configured.
  • In RxConnect, the Configuration > HL7 field 'Allow Ordering Practitioner Changes' must be checked.
  • Extended dictionary data element 'Allow change Ordering Practitioner' set to "Yes" for Data Element 'Order Types' = "Pharmacy".
  • In 'Order Entry User Definition', the user's 'Order types that require Validation' should be set for "Pharmacy".
Steps
  1. Create a Medication order for "Practitioner A".
  2. Access the ‘HL7 Connection Monitor’ form.
  3. Select the "Outbound ORDERS- RXCONNECT" connection in the 'Select Row' field.
  4. Click [Show Transaction Log].
  5. Validate the 'HL7 Outbound Transaction Log' report is displayed and contains a message with an 'Event Type' of "ORM^O01" and 'Action' = "NW" with the most recent date and time.
  6. Close the report and form.
  7. Access the 'Launch RxConnect' form and launch RxConnect.
  8. Go to Rx Summary > Pending
  9. Select the medication order sent from myAvatar, right click and select 'Process'.
  10. Validate that the 'Prescribing Practitioner' = "Practitioner A".
  11. Access the 'Change Ordering Practitioner' form.
  12. Change the current practitioner value from "Practitioner A" to a new practitioner value "Practitioner B".
  13. Access the ‘HL7 Connection Monitor’ form.
  14. Select the "Outbound ORDERS- RXCONNECT" connection in the 'Select Row' field.
  15. Click [Show Transaction Log].
  16. Validate the 'HL7 Outbound Transaction Log' report is displayed and contains a message with an 'Event Type' of "ORM^O01" and 'Action' = "XO" with the most recent date and time.
  17. Close the report and form.
  18. Access the 'Launch RxConnect' form and launch RxConnect.
  19. Go to Rx Summary > Pending
  20. Select the medication order sent from myAvatar, right click and select 'Process'.
  21. Validate that the 'Prescribing Practitioner' = "Practitioner B".


Scenario 2: Validate Practitioner change in RxConnect when changed using 'Change Ordering Practitioner (My Orders)' form.
Specific Setup:
  • myAvatar must be configured to communicate with RxConnect via HL7 and vice versa.
  • An 'ADT-RXCONNECT' connection must be configured.
  • In RxConnect, the Configuration > HL7 field 'Allow Ordering Practitioner Changes' must be checked.
  • Extended dictionary data element 'Allow change Ordering Practitioner' set to "Yes" for Data Element 'Order Types' = "Pharmacy".
  • In 'Order Entry User Definition', the user's 'Order types that require Validation' should be set for "Pharmacy".
Steps
  1. Create a Medication order for "Practitioner A".
  2. Access the ‘HL7 Connection Monitor’ form.
  3. Select the "Outbound ORDERS- RXCONNECT" connection in the 'Select Row' field.
  4. Click [Show Transaction Log].
  5. Validate the 'HL7 Outbound Transaction Log' report is displayed and contains a message with an 'Event Type' of "ORM^O01" and 'Action' = "NW" with the most recent date and time.
  6. Close the report and form.
  7. Access the 'Launch RxConnect' form and launch RxConnect.
  8. Go to Rx Summary > Pending
  9. Select the medication order sent from myAvatar, right click and select 'Process'.
  10. Validate that the 'Prescribing Practitioner' = "Practitioner A".
  11. Access the 'Change Ordering Practitioner (My Orders) ' form.
  12. Change the current practitioner value from "Practitioner A" to a new practitioner value "Practitioner B".
  13. Access the ‘HL7 Connection Monitor’ form.
  14. Select the "Outbound ORDERS- RXCONNECT" connection in the 'Select Row' field.
  15. Click [Show Transaction Log].
  16. Validate the 'HL7 Outbound Transaction Log' report is displayed and contains a message with an 'Event Type' of "ORM^O01" and 'Action' = "XO" with the most recent date and time.
  17. Close the report and form.
  18. Access the 'Launch RxConnect' form and launch RxConnect.
  19. Go to Rx Summary > Pending
  20. Select the medication order sent from myAvatar, right click and select 'Process'.
  21. Validate that the 'Prescribing Practitioner' = "Practitioner B".
Topics
• Change Ordering Practitioner
Update 31 Summary | Details
Avatar OE - Med Rec - Currently In Use Restrictions
Scenario 1: Multiple Users cannot access the same Medication Reconciliation tab for the same client at the same time
Specific Setup:
  • A client must be in an active Inpatient episode (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A user must be accessing the 'Admission Med Reconciliation' tab for "Client A" (User B).
  • A user must be accessing the 'Discharge Med Reconciliation' tab for "Client A" (User C).
Steps
  1. Access the 'Order Entry Console' for "Client A".
  2. Click the 'Admission Med Reconciliation' tab.
  3. Validate the Medication Reconciliation is locked dialog contains "Admission Medication Reconciliation for this client/episode is currently in use by another User: (User ID User Description) opened at Date Time".
  4. Click [OK].
  5. Validate the 'Admission Med Reconciliation' header field contains: "Admission Medication Reconciliation for this client/episode is currently in use by another User: User ID User Description, opened at Date Time. No actions are allowed at this time. To review the client's current medications please proceed to the Orders This Episode or Home Medications tabs."
  6. Validate all buttons are disabled.
  7. Click the 'Discharge Med Reconciliation' tab.
  8. Validate the 'Medication Reconciliation is locked' dialog contains "Discharge Medication Reconciliation for this client/episode is currently in use by another User: User ID User Description opened at Date Time."
  9. Click [OK].
  10. Validate all buttons are disabled.
  11. Validate the 'Discharge Med Reconciliation' header field contains "Discharge Medication Reconciliation for this client/episode is currently in use by another User: User ID User Description, opened at Date Time. No actions are allowed at this time. To review the client's current medications please proceed to the Orders This Episode or Home Medications tabs."
Topics
• Admission Med Reconciliation • Discharge Med Reconciliation
Update 33 Summary | Details
Order Entry Console - Client Merge - OrderEntry.history_client_order
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Fulfillment
  • RxConnect
  • Avatar eMAR
Scenario 1: Customized administration days carries over when copying or modifying an existing order.
Specific Setup:
  • Client A must have an active inpatient episode.
  • Client A must have information filed in the 'Allergies and Hypersensitivities' forms.
  • A "Twice a Day" frequency code must exist where all days of the week are selected and has administration times of "09:00 AM" and "09:00 PM".
Steps
  1. Select Client A and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code
  3. Populate the required field and click [Custom]
  4. Uncheck the Daily checkbox and check the "Monday", "Wednesday" and "Friday" checkboxes.
  5. File the order.
  6. Select the new order in the Order grid and click [Copy]
  7. Click [Custom].
  8. Validate that the Monday, Wednesday and Friday checkboxes are checked.
  9. Click [Refresh].
  10. Select the new order in the Order grid and click [Modify].
  11. Click [Custom].
  12. Validate that the Monday, Wednesday and Friday checkboxes are checked.
Scenario 2: Order Fulfillment Form
Specific Setup:
  • A Client (Client A) must have an order (Order A) that is configured for 'Order Fulfillment'
Steps
  1. Open the 'Order Fulfillment' form for Client A.
  2. Click [Select Order].
  3. Select 'Order A'.
  4. Click [OK].
  5. Click [Fulfill Order].
  6. Populate the required fields.
  7. Click [File].
  8. Validate the form files successfully.
Scenario 3: OE NX - Non Product Based Ordering - RxConnect fill details - eMAR Order Description
Specific Setup:
  • Avatar OE 2021 Update 23, Avatar eMAR 2021 Update 7, and myAvatar NX Client Release 2021.05.01 are required in order to utilize full functionality
  • A Formulary Push via RxConnect should be performed after installing the update
  • The 'Avatar Order Entry->Facility Defaults->General->->->Enable Non-Product-Based Ordering in Order Entry Console (Orders This Episode)' registry setting must be set to "Y"
  • Please log out of the application and log back in after the above configuration
  • A client must have an active episode. (Client A)
  • Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the Order Entry Console for "Client A".
  2. Set the 'New Order' field to "Acetaminophen".
  3. Validate the 'Non Product Based Order' dialog exists.
  4. Click '500 MG, ORAL, Tablet' and click [Select].
  5. Validate the 'Dose' field is equal to "500".
  6. Validate the 'Dose Unit' field is equal to "MG".
  7. Select "TWICE A DAY" from the 'Freq:' field.
  8. Validate the 'Route' field is equal to "ORAL".
  9. Validate the 'Form' field is equal to "Tablet".
  10. Set the 'Duration' field to "12" and click [Days].
  11. Click the [Add to Scratchpad] and [Sign].
  12. Validate the 'Order grid' contains "Acetaminophen et ACETAMINOPHEN ORAL Tablet500 MG, TWICE A DAY".
  13. Open the 'Launch RxConnect' form.
  14. Click [Launch RxConnect].
  15. Verify 'RxConnect' is launched.
  16. Click the 'Rx Summary' tab.
  17. Select the hospital associated with myAvatar from the 'Select Hospital' field.
  18. Click [Change and Resume].
  19. Verify the 'Pending' tab exists.
  20. Sort the table by patient name.
  21. Right click on the order that was created for "Client A" and select "Process".
  22. Select the 'Drugs' tab on the right hand side.
  23. Select "Generic" from the 'Find By' field.
  24. Enter "Acetaminophen" into the field.
  25. Click [Find].
  26. Verify the 'Drugs' field exists.
  27. Validate the 'Drugs' field contains a medication for Acetaminophen 500 MG TAB Oral with a 'Unit Dose' of "Yes", which means it is not a bulk medication.
  28. Select "the 'Acetaminophen 500 MG TAB Oral' medication" from the 'Drugs' field.
  29. Validate the 'Calculate Dose - Count' field contains "1".
  30. Validate the 'Calculate Dose - Count Unit' field contains "Tablet".
  31. Validate the 'Calculate Dose - Total Dosage' field contains "500".
  32. Validate the 'Calculate Dose - Total Dosage Unit' field contains "MG".
  33. Validate the 'Dose' field contains "500 MG = 1 Tablet".
  34. Set the 'Dose' field to "1 Tablet".
  35. Click [Add Drug].
  36. Click the 'Schedule' tab.
  37. Click [Find].
  38. Select "Twice a Day FLEXIBLE" from the Schedule Results field.
  39. Click [Use Schedule].
  40. Click [Verify].
  41. Click [Save & Print].
  42. Validate the 'Rx #' field contains a value.
  43. Log out of 'RxConnect' and close the form.
  44. Open the 'HL7 Connection Monitor' form.
  45. Select "Inbound "FILL DETAILS-RXCONNECT" Connection" from the 'Select Row' field.
  46. Click [Show Transaction Log].
  47. Verify the 'HL7 Inbound Transaction Report' exists.
  48. Validate the 'Event Type' item contains "O01-RDE".
  49. Validate the 'Name' item contains "Client A's name in the format of Last Name^First Name".
  50. Close the report and close the form.
  51. Open the 'Avatar eMAR' form.
  52. Validate the 'Administration Date' field contains the current date.
  53. Select "Client A" from the 'Client' field.
  54. Validate an order for "Acetaminophen" is displayed with "Give: 500 mg = 1 Tablet (500 MG Tablet) TWICE A DAY - FLEXIBLE".
Scenario 4: OE NX - Client Merge - OrderEntry.History_client_order
Specific Setup:
  • A client must have an active episode. (Client A)
  • A Client must have an active episode. (Client B)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console and create an order.
  2. Create a report on the 'OrderEntry.history_client_order' table and filter on PATID "Client A".
  3. Access the 'Client Merge' form.
  4. Set the 'Source Client' field to "Client A" and select the episode the order was created for from the 'Source Client Episode' field.
  5. Set the 'Target Client' to "Client B" and file the 'Client Merge'.
  6. Refresh the 'OrderEntry.history_client_order' table and validate the row of data for "Client A" no longer displays.
  7. Filter the report on PATID for "Client B" and validate the information for that order has updated to display for "Client B".
Topics
• Order Entry Console • Order Fulfillment • Client Merge • NX
Update 35 Summary | Details
OE NX - HL7 Connection Monitor
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Admission - Client
  • Pre Admit
  • Admission
Scenario 1: OE NX - Defer Activation of Pre-Admit episode - Validating before activation
Specific Setup:
  • The 'Registry Setting 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' must be set to "Yes".
  • The 'Registry Setting 'Avatar PM->Client Management->Movement Options->->->Allow Admission To File/Edit Pre-Admits' must be set to "Yes".
  • The logged in user must be configured in the 'Order Entry User Definition' form to require validation and be able to validate orders.
  • 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. Click the 'Orders This Episode' tab.
  3. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  4. Set the 'Dose' field to "2".
  5. Select "Tablet" from the 'Dose Unit' field.
  6. Select "DAILY" from the 'Frequency' field.
  7. Set the 'Duration' field to "23" and click [Days] and [Add to Scratchpad].
  8. Search for and select "CHILDREN'S TYLENOL 160 MG TABLET, CHEWABLE ORAL" from the 'New Order' field.
  9. Set the 'Dose' field to "2".
  10. Select "Tablet" from the 'Dose Unit' field.
  11. Select "DAILY" from the 'Frequency' field.
  12. Set the 'Duration' field to "23" and click [Days].
  13. Click [Add to Scratchpad] and [Sign].
  14. Validate the 'Order grid' contains orders for "Advil" and "Tylenol" and they both require validation.
  15. Select the "Advil" order and click [Validate].
  16. Access the 'Admission' form for "Client A".
  17. Select the previously filed row and click [Edit].
  18. Populate all required fields, admitting "Client A" into an inpatient episode.
  19. Select any other client from the 'My Clients' widget.
  20. Select "Client A" and access the Order Entry Console.
  21. Click [Activate].
  22. Access the 'HL7 Connection Monitor' form.
  23. Select "11 (Outbound) ORDERS-RXCONNECT [Mode=TEST]" from the 'Select Row' field.
  24. Set the 'Transaction Log From Date' and 'Transaction Log Through Date' fields to the current date and click [Show Transaction Log].
  25. Validate there is one message for each order (Advil and Tylenol).
Topics
• Order Entry Console • NX
Update 36 Summary | Details
Suppress Printing Of Order Notifications For Discontinued Orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Notifications Routing Table
  • Order Entry Notifications Program Routing Table
  • Order Entry Notifications Unit Routing Table
  • Discharge
  • Order Entry Notifications
  • Order Entry Notifications Report
  • Form Return Dialog
Scenario 1: Suppress Printing Of Order Notifications For Discontinued Orders
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Order Notifications->->->Suppress Notification print if Discontinued on Modify' Registry setting must be set to "R".
  • Please log out and then back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Order Entry Notifications Routing Table'.
  2. Select "Dietary" for the 'Select Order Type' field.
  3. Select "Yes" for the 'Send Notification To Printer' field.
  4. Select "Yes" for the 'Suppress Printing Of Order Notifications For Discontinued Orders On Modify Actions' field.
  5. Click [Submit].
  6. Select "Client A" and access the order entry console.
  7. Create a Dietary-type order (Order A).
  8. Modify "Order A"
  9. Validate only the modified order printed.
  10. Access the 'Order Entry Notifications Routing Table'.
  11. Select "Dietary" for the 'Select Order Type' field.
  12. Select "Yes" for the 'Send Notification To Printer' field.
  13. Select "No" for the 'Suppress Printing Of Order Notifications For Discontinued Orders On Modify Actions' field.
  14. Click [Submit].
  15. Access the 'Order Entry Notifications Program Routing Table'.
  16. Select "Dietary" for the 'Select Order Type' field.
  17. Select "Client A's" program in the 'Select Program' field.
  18. Select "Yes" for the 'Send Notification To Printer' field.
  19. Select "Yes" for the 'Suppress Printing Of Order Notifications For Discontinued Orders On Modify Actions' field.
  20. Click [Submit].
  21. Access the order entry console and modify "Order A".
  22. Validate only the modified order printed.
  23. Access the 'Order Entry Notifications Program Routing Table'.
  24. Select "Dietary" for the 'Select Order Type' field.
  25. Select "Client A's" program in the 'Select Program' field.
  26. Select "Yes" for the 'Send Notification To Printer' field.
  27. Select "No" for the 'Suppress Printing Of Order Notifications For Discontinued Orders On Modify Actions' field.
  28. Click [Submit].
  29. Access the 'Order Entry Notifications Unit Routing Table'.
  30. Select "Dietary" for the 'Select Order Type' field.
  31. Select "Client A's" unit in the 'Select Unit' field.
  32. Select "Yes" for the 'Send Notification To Printer' field.
  33. Select "Yes" for the 'Suppress Printing Of Order Notifications For Discontinued Orders On Modify Actions' field.
  34. Click [Submit].
  35. Access the order entry console and modify "Order A".
  36. Validate only the modified order printed.
Scenario 2: Order Entry Notification (Post-Discharge) Report Validation
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Order Management->->->Suppress Order DC Upon Discharge For Tx Settings' Registry setting must be set to no value.
  • Please log out and then back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a Dietary-type order (Order A).
  3. Access the 'Bed Assignment' form and take note of "Client A's" 'Unit', 'Room', and 'Bed'.
  4. Discharge "Client A".
  5. Access the 'Order Entry Notifications' form.
  6. Populate the required fields for an individual client, selecting "Client A" in the 'Select Client' field.
  7. Select "Dietary" in the 'Order Type(s)' field.
  8. Select "Individual" in the 'Print All Notifications or Individual Notification' field.
  9. Select the most recent order in the 'Select Order Notification To Print' field.
  10. Click [Process] and validate the report contains "Client A's" 'Unit', 'Room', and 'Bed'.
Topics
• Order Entry Notifications • NX • myAvatar/myAvatar NX
Update 41 Summary | Details
OE NX - Order Group Setup With Line Break
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Group Setup
  • Order Entry Console - AOE Question Dialog
Scenario 1: OE NX - Order Group Additional Instructions - Preserve Line Breaks
Specific Setup:
  • An Order Group (Order Group A) must have an order (Order A) with 'Special/Additional Instructions' that contains at least 7 lines of text, with a line break at line 6. Example:
  • line1
  • line2
  • line3
  • line4
  • line5

  • line7
  • A client must have an active episode. (Client A)
  • "Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" from the 'New Order' field.
  3. Click the checkbox for "Order A" from the 'Order Group' dialog and click [Add to Scratchpad].
  4. Select "Order A" from the 'Scratchpad'.
  5. Populate all required fields.
  6. Validate the 'Addl Instructions' field contains the information added preserving the line breaks.
  7. Click [Update Order] and [Sign].
  8. Validate the 'Order grid' contains "Order A" with the appropriate information.
Topics
• Order Entry Console • NX
Update 42 Summary | Details
Diagnosis mapping for multiple Orders during Order Entry
Scenario 1: OE NX - Orders This Episode - Schedule II - New, Copy, Modify, Hold, Resume, and Discontinue
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as an allergy to "Ritalin" filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select "RITALIN LA (METHYLPHENIDATE HCL) 10 MG CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 ORAL (Schedule II)" in the 'New Order' field.
  3. Validate a warning indicator is displayed with "At least one warning has been found with this order" link under the 'New Order' field.
  4. Set the 'Dose' field to "1".
  5. Select "Tablet" from the 'Dose Unit' field.
  6. Select "TWICE A DAY" from the 'Freq' field.
  7. Set the 'Duration' field to "10" and click [Days].
  8. Click [Add to Scratchpad] and [Sign].
  9. Validate the 'Interactions' dialog is displayed with an allergy interaction for "Ritalin".
  10. Override the interaction and click [Save Override and Exit].
  11. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
  12. Select the order and click [Copy].
  13. Validate a message is displayed stating "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [Yes].
  14. Click [Add to Scratchpad] and [Sign].
  15. Validate that the 'Interactions' dialog is displayed with an allergy interaction for "Ritalin" and a 'Duplicate Order' interaction.
  16. Override all interactions and click [Save Override and Exit].
  17. Validate the 'Order grid' contains two orders for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
  18. Select the first order and click [Modify].
  19. Set the Dose to "2".
  20. Validate that "Tablet" is displayed in the 'Dose Unit' field
  21. Click [Add to Scratchpad] and [Sign].
  22. Validate that the 'Interactions' dialog is displayed with an allergy interaction for "Ritalin" and a 'Duplicate Order' interaction.
  23. Override all interactions and click [Save Override and Exit].
  24. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" and an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
  25. Select the first order and click [Hold], [Add to Scratchpad], and [Sign].
  26. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" with an "Order Status" of "Active(On Hold)".
  27. Select the order with an 'Order Status' of "Active(On Hold)" and click [Resume], [Add to Scratchpad], and [Sign].
  28. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" and an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY" both with an 'Order Status' of "Active"
  29. Select the first order and click [Renew].
  30. Set the 'Renew' field to "15" and click [Days].
  31. Click [Add to Scratchpad] and [Sign].
  32. Validate the 'Order grid' contains an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)2 Tablet, TWICE A DAY" and an order for "RITALIN LA (METHYLPHENIDATE HCL) 10 MG ORAL CAPSULE, EXTENDED RELEASE BIPHASIC 50/50 (Schedule II)1 Tablet, TWICE A DAY".
Scenario 2: OE NX - Orders this Episode - Copy, Modify, and Reorder with Diagnosis
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADDERALL 10 MG TABLET ORAL (Schedule II)" from the 'New Order' field.
  3. Set the 'Dose' field to "2".
  4. Validate the 'Dose Unit' field is equal to "Tablet".
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "28" and click [Days].
  7. Set the 'Start Date' field to "t-27".
  8. Set the 'Start Time' field to the current time.
  9. Validate the 'Dispense Qty' field is equal to "112".
  10. Select "Tablet" from the 'Dispense Qty Unit' field.
  11. Validate the 'Earliest Fill Date' field is equal to the current date.
  12. Search for and select "Anger" from the 'Diagnosis' field.
  13. Click [Add to Scratchpad] and [Final Review].
  14. Validate the 'Interactions' dialog is displayed.
  15. Override all interactions and click [Save Override and Exit].
  16. Select 'None in the 'Output' field and click [Sign].
  17. Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Copy].
  18. Validate the 'Diagnosis' field is equal to "Anger".
  19. Click [Refresh Orders].
  20. Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Modify].
  21. Validate the 'Diagnosis' field is equal to "Anger".
  22. Click [Refresh Orders].
  23. Select the "ADDERALL 10 MG" order from the 'Order grid' and click [Reorder].
  24. Validate the 'Diagnosis' field is equal to "Anger".
Scenario 3: OE NX - Orders This Episode - Enter Multiple Diagnosis during Order Entry
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  3. Search for and select "Headache" from the 'Diagnosis' field.
  4. Fill out all other required fields and click [Add to Scratchpad].
  5. Search for and select "WELLBUTRIN 100 MG TABLET ORAL" from the 'New Order' field.
  6. Search for and select "Depressive episode" from the 'Diagnosis' field.
  7. Fill out all other required fields and click [Add to Scratchpad].
  8. Search for and select "PRILOSEC 10 MG/1 PACKET PACKET ORAL" from the 'New Order' field.
  9. Search for and select "Heartburn" from the 'Diagnosis' field.
  10. Fill out all other required fields and click [Add to Scratchpad].
  11. Click [Sign].
  12. Validate the three orders are displayed in the Order grid.
  13. Select the order for "ADVIL 200 MG TABLET ORAL" and click [Modify].
  14. Validate the Diagnosis field contains "Headache".
  15. Validate the three orders are displayed in the Order grid.
  16. Select the order for "WELLBUTRIN 100 MG TABLET ORAL" and click [Modify].
  17. Validate the Diagnosis field contains "Depressive episode".
  18. Validate the three orders are displayed in the Order grid.
  19. Select the order for "PRILOSEC 10 MG/1 PACKET PACKET ORAL" and click [Modify].
  20. Validate the Diagnosis field contains "Heartburn".
Topics
• Order Entry Console • NX • Diagnosis
Update 43 Summary | Details
Avatar OE - Renew Order
Scenario 1: OE NX - Orders This Episode - non-controlled substance - Maximum Eventual Order Duration extended attribute - New, Renew and Discontinue - eRx - external pharmacy mode
Specific Setup:
  • The '(525) Maximum Eventual Order Duration' extended attribute off of the Order Entry Tabled Files '(500) Order Types' dictionary must be set to "365" for "Pharmacy".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode whose program or unit is configured in the 'External Pharmacy Setup' form. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Remain on 'Orders This Episode'.
  3. In the 'New Order' field, create a non-controlled substance, pharmacy type order (Order A).
  4. Set the 'Duration' field to "366" and click [Days].
  5. Populate remaining fields that are required.
  6. Click [Add to Scratchpad], [Final Review], and then [Sign].
  7. Validate a message is displayed stating: The order for "Order A" has the following issue: Duration cannot exceed 365 days. This maximum duration is the 'Maximum Eventual Order Duration' for this 'Order Type'.
  8. Click [OK].
  9. Select the order in the 'Scratchpad'.
  10. Set the 'Duration' field to "365" and validate that [Days] is selected.
  11. Click [Update Order], [Final Review], and then [Sign].
  12. Validate the 'Order grid' contains the order for "Order A".
  13. Select the order and click [Renew].
  14. Set the 'Renew' field to "366" and click [Days].
  15. Click [Add to Scratchpad] and [Sign].
  16. Validate a message is displayed stating: The order for "Order A" has the following issue: Duration cannot exceed 365 days. This maximum duration is the 'Maximum Eventual Order Duration' for this 'Order Type'.
  17. Click [OK].
  18. Select the order in the 'Scratchpad'.
  19. Set the 'Renew' field to "365" and validate that [Days] is selected.
  20. Click [Update Order] and [Sign].
  21. Validate the 'Order grid' contains the order for "Order A".
  22. Select the order and click [D/C], [Add to Scratchpad] and [Final Review].
  23. Validate the 'Final Review' dialog is displayed and click [Sign].
  24. Validate the 'Order grid' contains no orders.
Scenario 2: OE NX - Orders This Episode - controlled substance - Maximum Eventual Order Duration extended attribute - New, Renew and Discontinue - external pharmacy mode
Specific Setup:
  • The '(525) Maximum Eventual Order Duration' extended attribute off of the Order Entry Tabled Files '(500) Order Types' dictionary must be set to "365" for "Pharmacy".
  • The Registry Setting 'Maximum Eventual Order Duration For Controlled Substances Registry Setting Value' must be set to "30&30&180&180&180"
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode whose program or unit is configured in the 'External Pharmacy Setup' form. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Remain on 'Orders This Episode'.
  3. In the 'New Order' field, create a Schedule 2 controlled substance, pharmacy type order (Order A).
  4. Set the 'Duration' field to "31" and click [Days].
  5. Populate remaining fields that are required.
  6. Click [Add to Scratchpad], [Final Review], and then [Sign].
  7. Validate a message is displayed stating: The order for "ADDERALL 10 MG TABLET ORAL (Schedule II)" has the following issue: Duration cannot exceed 28 days. This maximum duration is the calculated OrderConnect prescription length.
  8. Click [OK].
  9. Select the order in the 'Scratchpad'.
  10. Set the 'Duration' field to "28" and validate that [Days] is selected.
  11. Click [Update Order], [Final Review], and then [Sign].
  12. Validate the 'Order grid' contains the order for "Order A".
  13. Select the order and click [Renew].
  14. Set the 'Renew' field to "31" and click [Days].
  15. Click [Add to Scratchpad] and [Sign].
  16. Validate a message is displayed stating: The order for "Order A" has the following issue: (Renew of Order# ) Duration cannot exceed 28 days. This maximum duration is the calculated OrderConnect prescription length.
  17. Click [OK].
  18. Select the order in the 'Scratchpad'.
  19. Set the 'Renew' field to "28" and validate that [Days] is selected.
  20. Click [Update Order] and [Sign].
  21. Validate the 'Order grid' contains the order for "Order A".
  22. Select the order and click [D/C], [Add to Scratchpad] and [Final Review].
  23. Validate the 'Final Review' dialog is displayed and click [Sign].
  24. Validate the 'Order grid' contains no orders.
OE NX - Home Medications - Reported Order
Scenario 1: OE NX - Home Medications - Edit a 'Client Reported' order
Specific Setup:
  • The logged in user must have the 'Default to Client Reported' field checked in the 'Order Entry User Definition' form
  • A client must have an active episode. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Validate the 'Client Reported' checkbox is checked.
  4. Search for and select "QuilliChew ER 40 MG Oral Tablet, Extended Release, Chewable (Schedule II)" from the 'New Order' field and click [Save].
  5. Validate the 'Order Type' cell contains "Reported".
  6. Uncheck the 'Client Reported' checkbox.
  7. Select the "QuilliChew ER 40 MG Oral Tablet, Extended Release, Chewable (Schedule II)" order created from the 'Order grid' and click [Edit].
  8. Validate the 'Client Reported' checkbox is checked.
  9. Validate the 'New Order' field is "Disabled".
  10. Validate the 'Start Date' field is equal to the current date.
  11. Set the 'Stop Date' field to the current date and click [Save].
  12. Validate the 'Order grid' no longer contains an order for "QuilliChew ER 40 MG Oral Tablet, Extended Release, Chewable (Schedule II)".
OE NX - Order Entry Console - Priority Filter
Scenario 1: OE NX - Home Medications - Priority Filter
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A", access the Order Entry Console and click the 'Home Medications' tab.
  2. Create an order whose priority is "PRN". (Order A)
  3. Create an order whose priority is "STAT". (Order B)
  4. Create an order whose priority is "Routine". (Order C)
  5. Create an order whose priority is "Other". (Order D)
  6. Create an order whose priority is "Unknown" i.e. a reported order. (Order E)
  7. Set the new 'Priority' filter to "All" and validate "Order A", "Order B", "Order C", "Order D", and "Order E" are present in the 'Order grid' field.
  8. Set the new 'Priority' filter to "PRN" and validate only "Order A" is present in the 'Order grid' field.
  9. Set the new 'Priority' filter to "STAT" and validate only "Order B" is present in the 'Order grid' field.
  10. Set the new 'Priority' filter to "Routine" and validate only "Order C" is present in the 'Order grid' field.
  11. Set the new 'Priority' filter to "Other" and validate only "Order D" is present in the 'Order grid' field.
  12. Set the new 'Priority' filter to "Unknown" and validate only "Order E" is present in the 'Order grid' field.
Scenario 2: OE NX - Orders This Episode - Priority Filter
Specific Setup:
  1. A client must have an active episode. (Client A)
  2. “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A", access the Order Entry Console and click the 'Orders This Episode' tab.
  2. Create an order whose priority is "PRN". (Order A)
  3. Create an order whose priority is "STAT". (Order B)
  4. Create an order whose priority is "Routine". (Order C)
  5. Create an order whose priority is "Other". (Order D)
  6. Set the new 'Priority' filter to "All" and validate "Order A", "Order B", "Order C", and "Order D" are present in the 'Order grid' field.
  7. Set the new 'Priority' filter to "PRN" and validate only "Order A" is present in the 'Order grid' field.
  8. Set the new 'Priority' filter to "STAT" and validate only "Order B" is present in the 'Order grid' field.
  9. Set the new 'Priority' filter to "Routine" and validate only "Order C" is present in the 'Order grid' field.
  10. Set the new 'Priority' filter to "Other" and validate only "Order D" is present in the 'Order grid' field.
  11. Set the new 'Priority' filter to "Unknown" and validate no orders are present in the 'Order grid' field.
OE NX - Home Medications - No Known Medications Check Box
Scenario 1: OE NX - Home Medications - No Known Medications
Specific Setup:
  • A client must have an active episode. (Client A)
  • "Client A" must have no orders in the 'Home Medications' tab.
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A", access the Order Entry Console and click the 'Home Medications' tab.
  2. Check the 'No Known Medications' field and validate that the 'New Order' field becomes disabled.
  3. Click the 'Admission Reconciliation' tab.
  4. Validate the 'No Known Medications' field is checked and disabled.
  5. Click the 'Home Medications' tab.
  6. Validate the 'No Known Medications' field is still checked.
Topics
• Order Entry Console • NX • myAvatar/myAvatar NX • Home Medications • myAvatar NX Only
Update 44 Summary | Details
OE NX - Order Validation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Physician Order Validation
  • Order Validation
Scenario 1: Physician Order Validation - Team Filter Enabled/Disabled - Restrict Order Validation Disabled.
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Order Validation->->->Enable filters in Order Validation forms' registry setting must be set to "U&P&T"
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Restrict Order Validation to the Responsible Practitioner' registry setting must be set to "N"
  • The 'Avatar Order Entry->Facility Defaults->Physician Order Validation->->->Allow multiple Client selection in Physician Order Validation' registry setting must be set to "Y"
  • Please log out of and back into the application after this configuration has been done.
  • A team must exist in the 'Team Definition' form. (Team A)
  • Two users must exist in the application: one whose actions require validation (User A) and one whose actions do not require Validation (User B).
  • "User A" must be logged into the application.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" from the 'Dose Unit' field.
  5. Select "AS NEEDED" from the 'Freq' field.
  6. Set the 'Duration' field to "11" and click [Days].
  7. Validate the 'Days Supply' field contains "11".
  8. Select "Tablet" from the 'Dispense Qty' Unit field.
  9. Click [Add to Scratchpad].
  10. Search for and select "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the 'New Order' field.
  11. Set the 'Dose' field to "1".
  12. Select "TABLET" from the 'Dose Unit' field.
  13. Select "AS NEEDED" from the 'Freq' field.
  14. Set the 'Duration' field to "28" and click [Days].
  15. Validate the 'Days Supply' field contains "28".
  16. Select "Capsule" from the 'Dispense Qty' Unit field.
  17. Click [Add to Scratchpad].
  18. Set the 'Ordering Practitioner' field to the Practitioner associated to the user who will validate the orders.
  19. Click [Sign].
  20. Validate the 'Order grid' contains the order "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE1 TABLET, AS NEEDED" and the 'Order Status' contains "Requires Validation".
  21. Validate the 'Order grid' contains the order "ADVIL 200 MG ORAL 1 TABLET, AS NEEDED" and the 'Order Status' contains "Requires Validation".
  22. Log out of the application and log back in as User B.
  23. Access the 'Physician Order Validation' form.
  24. Validate the 'Filter By Selected Responsible Practitioner (Optional)' field contains the practitioner associated to the currently logged in user.
  25. Select "(No Filtering)" from the 'Filter By Selected Responsible Practitioner (Optional)' field.
  26. Validate the 'Filter By Team as Responsible Practitioner (Optional)' field contains "(No Filtering)".
  27. Validate the 'Filter by Practitioner Within Selected Team as Responsible Practitioner' field is disabled.
  28. Select "Team A" from the 'Filter By Team as Responsible Practitioner (Optional)' field.
  29. Select in the 'Filter by Practitioner Within Selected Team as Responsible Practitioner' field the practitioner who was selected to validate the orders.
  30. Validate the 'Filter By Selected Responsible Practitioner (Optional)' field contains "(No Filtering)".
  31. Click [Select Clients] and select "Client A".
  32. Click [OK].
  33. Click [Select Orders To Validate].
  34. Select " ADVIL 1 TABLET " and click [OK].
  35. Click [Validate Selected Orders Using Default Values] and click [OK].
  36. Validate the 'Details of Selected Orders' field is in view-only mode.
  37. Select "Client A" and access the Order Entry Console.
  38. Validate the 'Order grid' contains the order "ADVIL 200 MG ORAL 1 TABLET, AS NEEDED" and the 'Order Status' contains "Active"
  39. Set the 'Enable filters in Order Validation forms' registry setting must be set to "U&P", "T" must be removed.
  40. Log out of the application and log back in.
  41. Access the 'Physician Order Validation' form.
  42. Validate the 'Filter By Selected Responsible Practitioner (Optional)' field contains the practitioner associated to the currently logged in user.
  43. Validate the 'Filter By Team as Responsible Practitioner (Optional)' field is hidden.
  44. Validate the 'Filter by Practitioner Within Selected Team as Responsible Practitioner' field is hidden.
  45. Select "(No Filtering)" from the 'Filter By Selected Responsible Practitioner (Optional)' field.
  46. Select in the 'Filter By Selected Responsible Practitioner (Optional)' field the practitioner who was selected to validate the orders.
  47. Click [Select Clients] and select "Client A".
  48. Click [OK].
  49. Click [Select Orders To Validate].
  50. Select "PRILOSEC 1 TABLET" and click [OK].
  51. Click [Validate Selected Orders Using Default Values] and click [OK].
  52. Validate the 'Details of Selected Orders' field is in view-only mode.
  53. Select "Client A" and access the Order Entry Console.
  54. Validate the 'Order grid' contains the order "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE1 TABLET, AS NEEDED" and the 'Order Status' contains "ACTIVE".
Scenario 2: OE NX - Order Validation - Field Validation - 'Allow Multiple Client Selection in 'Physician Order Validation' form' = "Y"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Order Validation->->->Allow multiple Client selection in Order Validation forms' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Order Validation->->->Display Refills Allowed and Dispense Quantity in Order Validation forms' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Order Validation->->->Enable filters in Order Validation forms' registry setting must be set to "U&P&T".
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Restrict Order Validation to the Responsible Practitioner' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A handful of clients must have orders that require validation that did not go to OrderConnect and has an Order Practitioner associated with the user logged into the application.
  • Avatar RADplus 2022 update 71 is required for some functionality.
Steps
  1. Access the 'Order Validation' form
  2. Validate all clients are selected upon entering the form.
  3. Validate changing the filters at the top of the form change the clients available in the 'Select Clients' list.
  4. Click [View] for any individual row in the 'Select Orders to Validate' grid.
  5. Validate order information for the selected order displays in the 'Details of Selected Orders' field.
  6. Click [Display Details for All Selected Orders].
  7. Validate the 'Details of Selected Orders' field contains information for all selected orders.
  8. Click [Validate Selected Orders] and validate all orders selected have been validated.
Scenario 3: OE NX - Order Validation - Field Validation - 'Allow Multiple Client Selection in 'Physician Order Validation' form' set to "N"
Specific Setup:

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

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

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

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

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

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

Steps
  1. Access the 'Order Validation' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Validate that all orders are selected and click [Validate Selected Orders].
  4. Validate that a 'Validated' message is received and click [OK].
  5. Select "Client B" and validate all orders are selected.
  6. Click [Display Details for All Selected Orders].
  7. Validate that the details for the orders selected are displayed in the 'Details of Selected Orders' field.
  8. Click [Select/Deselect All Orders] and click [Display Details for All Selected Orders].
  9. Validate that the 'Details of Selected Orders' field contains no information.
Scenario 4: OE NX - Physician Order Validation - Modified orders
Specific Setup:
  • Two users must exist in the application: one whose actions require validation (User A) and one whose actions do not require Validation (User B).
  • "User A" must be logged into the application.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client "A and access the Order Entry Console.
  2. Create a pharmacy order "Order A".
  3. Modify "Order A".
  4. Access the 'Physician Order Validation' form as "User B"
  5. Select "Client A" and click [Select Orders to Validate].
  6. Validate there is only one order available to be validated.
  7. Select the order and click [Validate Selected Orders Using Default Values].
  8. Log into the application as a user that requires validation.
  9. Select "Client A" and access the Order Entry Console.
  10. Modify the now validated "Order A".
  11. Discontinue the new order.
  12. Access the 'Physician Order Validation' form as "User B"
  13. Select "Client A" and click [Select Orders to Validate].
  14. Validate there are two orders that have both been discontinued.
  15. Select both orders and click [Validate Selected Orders Using Default Values].
  16. Validate both orders have been validated.
Scenario 5: OE NX - Order Validation - Modified orders
Specific Setup:
  • Two users must exist in the application: one whose actions require validation (User A) and one whose actions do not require Validation (User B).
  • "User A" must be logged into the application.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘U
Steps
  1. Select "Client "A and access the Order Entry Console.
  2. Create a pharmacy order "Order A".
  3. Modify "Order A".
  4. Access the 'Order Validation' form as "User B"
  5. Select "Client A" and validate there is only one order available to be validated.
  6. Select the order and click [Validate Selected Orders].
  7. Validate the order has been validated.
  8. Log into the application as a user that requires validation.
  9. Select "Client A" and access the Order Entry Console.
  10. Modify the now validated "Order A".
  11. Discontinue the new order.
  12. Access the 'Order Validation' form as "User B"
  13. Select "Client A" and validate there are two orders that have both been discontinued.
  14. Select both orders and click [Validate Selected Orders].
  15. Validate both orders have been validated.
Topics
• Physician Order Validation • NX • Order Validation • Forms
Update 45 Summary | Details
Avatar OE - OTE - Last Activity
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Fulfillment Widget
Scenario 1: Verify the Order Entry Console' 'Last Activity' window displays details.
Specific Setup:
  • A modeled form (Academic Assessments) must be configured to a "Lab" 'Order Code' in the 'Order code Setup' form through the 'Require Fulfillment' and 'Fulfillment Form' fields.
  • The 'Dictionary Update' form for Avatar CWS File: Order Entry Tabled Files, Data Element:(31000) Fulfillment Status must contain at least 4 'Dictionary Codes' and 'Dictionary Values' (Active, Initial, Reviewed, Discontinued).
  • The 'Order Fulfillment Configuration' form 'Fulfillment Configuration' section must be configured with these dictionary codes.
  • The 'Form Configuration' must be configured for the 'Academic Assessments' form where the:
  • Prompt Order 1 'Date of Last Hearing Screening/Evaluation' field sets the 'Status to 'Reviewed'.
  • Prompt Order 2 'Date of Last Speech/Language Screening/Evaluation' field sets the 'Status' to 'Initial'.
  • Prompt Order 3 'Assessing Date' field sets the 'Status' to 'Active'.
  • The 'Order Fulfillment Widget' must be accessible from the 'HomeView'.
  • Have a result file for a successful specimen collection at the current time (Result A).
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a lab-type order.
  3. Select the lab order created in the 'Order Fulfillment' widget for "Client A".
  4. Click [Fulfill Order].
  5. Set the 'Assessing Date' field to the current date.
  6. Click [File].
  7. Select the lab order created in the 'Order Fulfillment' widget for "Client A".
  8. Click [Fulfill Order].
  9. Set the 'Date of Last Speech/Language Screening/Evaluation' field to the current date.
  10. Click [File].
  11. Select the lab order created in the 'Order Fulfillment' widget for "Client A".
  12. Click [Fulfill Order].
  13. Set the 'Date of Last Hearing Screening/Evaluation' field to the current date.
  14. Click [File].
  15. Access the 'Order Entry Console' for "Client A"
  16. Verify the 'Last Activity' field displays the correct information.
  17. Click [View] under the 'Last Activity' column for the "Lab" order created.
  18. Verify the information displays correctly.
  19. Access the 'Results Importing' form and import "Result A".
  20. Access OTE for "Client A" and validate the 'Last Activity' field shows the most recent activity.
Topics
• Order Entry Console • myAvatar/myAvatar NX
Update 46 Summary | Details
Order Entry Console - Client Reported to Reported
Scenario 1: OE NX - AMR & DMR - Reported Medications
Specific Setup:
  • The 'Default to 'Reported'' checkbox in the 'Order Entry User Definition' form must be selected for the logged in user.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab and validate the 'Reported' checkbox is checked.
  3. Create a 'Reported' order.
  4. Select the 'Admission Med Reconciliation' tab
  5. Validate the 'Reported' med displays in the 'Home Medications (Pre-Admission)' table.
  6. Select the 'Discharge Med Reconciliation' tab.
  7. Validate the 'Reported' order displays in the 'Home Medications Scratchpad (Post-Discharge)'.
  8. Select the 'Reported' order and click [D/C].
  9. Click [Review and Sign].
  10. Validate 'Discharge Med Reconciliation' displays in view only mode.
Scenario 2: OE NX - Discharge Med Reconciliation - Create New Order and place in 'Hold in Pending Status'
Specific Setup:
  • Two clients must have active inpatient episodes. (Client A and Client B) One whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • "Client A" and "Client B" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console and access the 'Home Medications' tab
  2. Create a 'Reported' order "Order A" with 'Reported Source' and 'Reported Text'
  3. Validate the 'Order grid' contains "Order A Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  4. Select the 'Discharge Med Reconciliation' tab.
  5. Hover over "Order A" and validate "Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported"" is displayed.
  6. Create an order for "Order B".
  7. Select "Order A" and click [Continue].
  8. Click [Hold in Pending Status].
  9. Select the 'Orders This Episode' tab.
  10. Select the 'Discharge Med Reconciliation' tab.
  11. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains "Order B".
  12. Select the 'Home Medications' tab.
  13. Select the 'Discharge Med Reconciliation' tab.
  14. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains "Order B".
  15. Select the 'Admission Med Reconciliation' tab.
  16. Select the 'Discharge Med Reconciliation' tab.
  17. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains "Order B".
  18. Click [Edit Pending Reconciliation]
  19. Validate the 'Warning' message is displayed stating "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved." and click [OK].
  20. Select "Client B" and access the Order Entry Console.
  21. Select the 'Discharge Med Reconciliation' tab.
  22. Select "Client A" and access the Order Entry Console.
  23. Select the 'Discharge Med Reconciliation' tab.
  24. Validate the 'Saved session' message is displayed stating "New medications may have been added since you switched clients. Do you want to restart reconciliation to ensure all medication orders are up to date or continue with reconciliation in progress?" and click [Continue].
  25. Select the order for "Order B" and click [Undo].
  26. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order "Order A".
Scenario 3: OE NX - Admission Med Rec - Edit Pending Reconciliation - Hold in Pending Status, Active and Reconcile
Specific Setup:
  • The 'Default to Client Reported' checkbox is checked for the logged in user in the 'Order Entry User Definition' form.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order "Order A".
  3. Click the 'Home Medications' tab.
  4. Create a 'Reported' order "Order B" with 'Reported Source' and 'Reported Source Text'
  5. Validate the 'Order grid' contains "Order B Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  6. Click the 'Admission Reconciliation' tab.
  7. Hover over "Order B" and validate "Reported Source: Reported, Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported" is displayed.
  8. Validate the 'Inpatient Medications Scratchpad' contains "Order A".
  9. Select the order in the 'Home Medications (Pre-Admission)' and click [Add to Scratchpad].
  10. Populate the required fields and click [Update Order].
  11. Click [Hold in Pending Status].
  12. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  13. Click the 'Home Medications' tab.
  14. Click the 'Admission Reconciliation' tab.
  15. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  16. Click [Edit Pending Reconciliation].
  17. Validate the 'Warning' message is displayed stating "Admission Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [OK].
  18. Create a new order "Order B" and click [Add to Scratchpad]
  19. Click [Hold in Pending Status].
  20. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  21. Click [Activate for Reconciliation].
  22. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Topics
• Order Entry Console • NX
Update 52 Summary | Details
Avatar OE - Allergy Screening Warning - Incomplete Screening
Scenario 1: Avatar OE - Interaction Dialog - Incomplete Screening Warning
Specific Setup:
  • The following must be set up in the 'Order Entry Clinical Screening System Defaults' form:
  • 'Clinical Screening Database Provider' = "Micromedex".
  • 'Netsmart Clinical Screening Middleware/Server IP Address Or Server Name' has a valid CKO server.
  • 'Netsmart Clinical Screening Middleware/Server Port Number' has a valid port number.
  • 'Types of Screening Performed Via Direct CKO Server Connection' has all items selected.
  • 'Include Orders With The Following Order Statuses in Clinical Screening' has "Active" and "Validation Required" checked.
  • A drug allergy, with a Micromedex drug code, that corresponds to a pharmacy drug in the system must exist. (Allergy A)
  • An FDB drug allergy must exist. (Allergy B)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "Client A" must have "Allergy A" and "Allergy B" filed in the ‘Allergies and Hypersensitivities’ form.
Steps
  1. Select "Client A", access the Order Entry Console and remain on 'Orders This Episode'.
  2. Create a pharmacy-type order that interacts with "Allergy A". (Order A)
  3. Populate all required fields, click [Add to Scratchpad] and click [Sign].
  4. Validate the 'Interactions' dialog is displayed and contains the following:
  5. A warning for the interaction between the "Order A" and "Allergy A"
  6. A warning that "Allergy Screening is incomplete" due to "Allergy B".
  7. Override all interactions and click [Save Override and Exit].
  8. Create a pharmacy-type order that does not have an NDC in the Micromedex Database. (Order B)
  9. Populate all required fields, click [Add to Scratchpad] and click [Sign].
  10. Validate that the 'Interactions' dialog is displayed and contains the following:
  11. A warning that "Allergy Screening is incomplete" due to "Allergy B".
  12. A warning for "Allergy Interaction(s)", "Drug-To-Drug Interaction(s)", "Ingredient Duplication", and "Therapeutic Duplication" due to "Order B" and the fact that the NDC for the order code is not in the Micromedex Screening Database.
  13. Override all interactions and click [Save Override and Exit].
Avatar OE - Drug Interaction - NDC Not In Micromedex
Scenario 1: Avatar OE - Interaction Dialog - Incomplete Screening Warning
Specific Setup:
  • The following must be set up in the 'Order Entry Clinical Screening System Defaults' form:
  • 'Clinical Screening Database Provider' = "Micromedex".
  • 'Netsmart Clinical Screening Middleware/Server IP Address Or Server Name' has a valid CKO server.
  • 'Netsmart Clinical Screening Middleware/Server Port Number' has a valid port number.
  • 'Types of Screening Performed Via Direct CKO Server Connection' has all items selected.
  • 'Include Orders With The Following Order Statuses in Clinical Screening' has "Active" and "Validation Required" checked.
  • A drug allergy, with a Micromedex drug code, that corresponds to a pharmacy drug in the system must exist. (Allergy A)
  • An FDB drug allergy must exist. (Allergy B)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "Client A" must have "Allergy A" and "Allergy B" filed in the ‘Allergies and Hypersensitivities’ form.
Steps
  1. Select "Client A", access the Order Entry Console and remain on 'Orders This Episode'.
  2. Create a pharmacy-type order that interacts with "Allergy A". (Order A)
  3. Populate all required fields, click [Add to Scratchpad] and click [Sign].
  4. Validate the 'Interactions' dialog is displayed and contains the following:
  5. A warning for the interaction between the "Order A" and "Allergy A"
  6. A warning that "Allergy Screening is incomplete" due to "Allergy B".
  7. Override all interactions and click [Save Override and Exit].
  8. Create a pharmacy-type order that does not have an NDC in the Micromedex Database. (Order B)
  9. Populate all required fields, click [Add to Scratchpad] and click [Sign].
  10. Validate that the 'Interactions' dialog is displayed and contains the following:
  11. A warning that "Allergy Screening is incomplete" due to "Allergy B".
  12. A warning for "Allergy Interaction(s)", "Drug-To-Drug Interaction(s)", "Ingredient Duplication", and "Therapeutic Duplication" due to "Order B" and the fact that the NDC for the order code is not in the Micromedex Screening Database.
  13. Override all interactions and click [Save Override and Exit].
Topics
• Order Entry Console • NX • myAvatar/myAvatar NX
Update 57 Summary | Details
Avatar OE - SSI functionality
Scenario 1: OE - Sliding Scale Functionality
Specific Setup:
  • An Order Code (Order Code A) must be configured to enable the 'Sliding Scale Instructions' through the 'Order Code Setup' form.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A"
  3. Click [Sliding Scale Instructions].
  4. Populate the 'Sliding Scale Instruction' dialog and click [Save].
  5. Validate the 'Dose and Dose Unit' fields are disabled and un-required.
  6. Click [Free Text].
  7. Validate a message is displayed stating "This order has Sliding Scale Instructions data. If you continue, it will be cleared along with any data entered in Addl instructions. Do you wish to continue?" and click [Yes].
  8. Click [Sliding Scale Instructions].
  9. Validate there is no data in the 'Sliding Scale Instructions' dialog and click [Close/Cancel].
  10. Click [Sliding Scale Instructions].
  11. Populate the 'Sliding Scale Instruction' dialog and click [Save].
  12. Re-open the 'Sliding Scale Insulin Instructions' dialog.
  13. Highlight all rows and click [Delete].
  14. Validate all rows are deleted and click [Save].
  15. Put any text in the 'Addl Instructions' field and click [Sliding Scale Instructions].
  16. Validate a message is displayed stating "This order has Addl instructions data. If Sliding Scale Instructions data is saved, it will replace the contents of Addl instructions. Do you wish to continue?" and click "Yes"
  17. Populate the 'Sliding Scale Instruction' dialog and click [Save].
  18. Populate the remaining required fields and click [Add to Scratchpad] and [Sign].
  19. Validate the order displays in the 'Order grid'.
Topics
• Sliding Scale Insulin • NX