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Avatar OE 2022 Quarterly Release 2022.04 Acceptance Tests

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Update 50 Summary | Details
OE NX - Orders This Episode - Non-Product-Based Ordering
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Common Order Options Setup
Scenario 1: OE NX - Non-Product Based Ordering - Default Admin Method (Intravenous)
Specific Setup:
  • 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".
  • An order code (Order Code A) must be configured in the 'Common Order Options Setup' form to default to an admin method of "IV Piggyback" and it must be an intravenous 'Route of Administration'.
  • 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" in the 'New Order' field.
  3. In the 'Order Options' dialog, validate the order code configured displays with "IV Piggyback" and select it.
  4. Populate the required fields and click [Add to Scratchpad].
  5. File the order and validate it displays in the 'Order grid'.
Topics
• NX • Non-Product Based Ordering
Update 76 Summary | Details
Avatar OE - Brand Name Allergen Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
Scenario 1: Types of Screening Performed Via Direct CKO Server Connection - Drug-Allergy Interactions - BRANDNAME Drug
Steps

Internal Testing Only

Avatar OE - Discharge Reconciliation - Active Inpatient Medications
Scenario 1: OE NX - Med Rec Full Workflow
Steps

Internal Testing Only
Topics
• Order Entry Console • NX
Update 79 Summary | Details
OE NX - Orders This Episode - Create Additional One-Time-Only Order(s)
Scenario 1: OE NX - Orders This Episode - Create Additional One-Time-Only Order(s)
Specific Setup:
  • Avatar OE 2022 Update 79 and Avatar NX Release 2022.11.00 are required for full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Create Additional One-Time-Only Order(s) for 'Give Now' Orders' registry setting must be set to the dictionary code for a One-Time-Only frequency.
  • Please log out of the application and log back in after completing the above configuration.
  • “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 any pharmacy-type order code.
  3. Populate the required fields selecting, a routine frequency code.
  4. Click the 'Give Initial Dose Now' [Yes] button.
  5. Adjust the 'Second Dose' time and select "Ok to Administer" and click [Save].
  6. Populate any remaining required fields and click [Add to Scratchpad].
  7. Validate there are 3 orders in the 'Scratchpad': 2 One-Time-Only orders, and one for the routine frequency selected.
  8. Click [Sign] and validate the 3 orders are displayed in the 'Order grid'.
Topics
• Order Entry Console • NX
Update 80 Summary | Details
Carry forward 'frequency' - Sliding Scale Insulin - Discharge Med Reconciliation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Sliding Scale Insulin Template Setup
Scenario 1: OE NX - external pharmacy mode - Carry forward Sliding Scale Insulin Instructions to Discharge Med Reconciliation
Specific Setup:
  • Avatar OE 2022 Update 65 and Avatar NX Release 2022.10.00 are required in order to utilize this functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A Sliding Scale Insulin template must exist (Template 1) and have the following criteria.
  • 'Period 1 Column Name' = "Unit(s) Before Breakfast"
  • 'Period 1 Short Column Name' = "Unit(s) B4 B-fast"
  • 'Period 1 Active' = "Yes".
  • 'Period 2 Column Name' = "Unit(s) Before Lunch-this is a test"
  • 'Period 2 Short Column Name' is blank
  • 'Period 2 Active' = "Yes".
  • 'Period 3 Column Name' = "Unit(s) Before Dinner"
  • Period 3 Short Column Name' = "Unit(s) Before Supper"
  • 'Period 3 Active' = "Yes".
  • 'Period 4 Active' = "No".
  • A pharmacy-type order code must exist that has the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (HUMALOG 100 UNITS/1 ML SOLUTION INJECTION).
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
  3. Click [Sliding Scale Instructions].
  4. Validate the 'Sliding Scale Insulin Instructions' dialog is displayed.
  5. Select "Template 1" and click [Save].
  6. Select "3 TIMES A DAY" in the 'Freq' field.
  7. Set the 'Duration' field to "28" and click [Days].
  8. Validate the 'Days Supply' field contains "28".
  9. Set the 'Dispense Qty' field to "1".
  10. Select "Unspecified" in the 'Dispense Qty Unit' field.
  11. Validate the 'Addl Instructions' field contains "If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test, 1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr.".
  12. Validate the 'Directions' field contains "See sliding scale instructions".
  13. Click [Add to Scratchpad].
  14. Validate the 'Scratchpad' contains "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION 3 TIMES A DAY Addl Instructions: If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test,1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr.".
  15. Click [Final Review].
  16. Validate the 'Final Review' dialog is displayed and contains the following information in the 'Order Details' cell: "HumaLOG 100 UNITS/1 ML Solution See sliding scale instructions Days Supply: 28 Number of Refills: 0 Dispense Quantity: 1 Unspecified Substitution Allowed Written Date: date the order was created".
  17. Select "None" in 'Output' and click [Sign].
  18. Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTION3 TIMES A DAY" with 'Addl Instructions' of "If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test, 1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr."
  19. Click the 'Discharge Med Reconciliation' tab.
  20. Validate the 'Inpatient Medications' order grid contains the order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTION3 TIMES A DAY" with 'Addl Instructions' of "If blood glucose is 0-69: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, Call 911 70-140: 0 Unit(s) Before Breakfast, 0 Unit(s) Before Lunch-this is a test, 0 Unit(s) Before Dinner, normal 141-200: 1 Unit(s) Before Breakfast, 1 Unit(s) Before Lunch-this is a test, 1 Unit(s) Before Dinner, Monitor 201-300: 2 Unit(s) Before Breakfast, 2 Unit(s) Before Lunch-this is a test, 2 Unit(s) Before Dinner, monitor and call Dr.".
  21. Select the order in the 'Inpatient Medications' order grid and click [Add to Scratchpad].
  22. Validate the order appears in the 'Home Medications Scratchpad (Post-Discharge)' without a red flag in 'Action'.
  23. Select the order.
  24. Validate the 'Frequency' field contains "3 TIMES A DAY".
  25. Click [Undo].
  26. Validate the 'Inpatient Medications' order grid contains the order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTION3 TIMES A DAY".
  27. Select the order in the 'Inpatient Medications' order grid and click [Add to Scratchpad].
  28. Validate the order appears in the 'Home Medications Scratchpad (Post-Discharge)' without a red flag in 'Action'.
  29. Select the order.
  30. Validate the 'Frequency' field contains "3 TIMES A DAY".
  31. Click [Undo].
  32. Validate the 'Inpatient Medications' order grid contains the order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTION3 TIMES A DAY".
Scenario 2: Carry forward Sliding Scale Insulin Instructions to Discharge Med Reconciliation
Specific Setup:
  • A pharmacy-type order code must have the 'Enable Sliding Scale Insulin Instructions' checkbox checked in the 'Order Code Setup' form. (HUMALOG 100 UNITS/1 ML SOLUTION INJECTION)
  • 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 "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
  3. Click [Sliding Scale Instructions].
  4. Click [New Row] and populate the required fields
  5. Click [New Row] and populate the required fields
  6. Click [Save].
  7. Set the 'Freq' field to "As Needed".
  8. Set the 'Duration' field to "20" and click [Days].
  9. Validate the 'Addl Instructions' displays information based on the data entered in the SSI dialog.
  10. Click [Add to Scratchpad] and [Sign].
  11. Click the 'Discharge Med Reconciliation' tab.
  12. Validate the 'Inpatient Medications' order grid contains the order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTIONAS NEEDED" with information based on the data entered in the SSI dialog.
  13. Select the order in the 'Inpatient Medications' order grid and click [Add to Scratchpad].
  14. Validate the order appears in the 'Home Medications Scratchpad (Post-Discharge)' with a red flag in 'Action'.
  15. Select the order and populate the required fields.
  16. Validate the 'Directions' field displays information based on the data entered in the SSI dialog.
  17. Click [Update Order] and [Review and Sign].
  18. Validate the 'Final Review' dialog is displayed and click [Sign].
  19. Validate that the 'Discharge Med Reconciliation' tab is in view-only mode.
  20. Select the 'Home Medications' tab.
  21. Validate an order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTIONAS NEEDED" with information based on the data entered in the SSI dialog is displayed
Topics
• Order Entry Console
Update 82 Summary | Details
OE NX - Order Entry Console - First Dose
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
Scenario 1: OE NX - Scheduled One Time Only frequency Code - 'First Dose' adjustment allowed when 'Give Initial Dose Now' "60"
Specific Setup:
  • Avatar OE 2022 Update 82 and Avatar NX Release 2022.11.00 is required in order to utilize full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
  • A frequency code (Frequency Code A) must be configured as a "One-Time-Only" frequency with a scheduled administration at 0800 (08:00 AM).
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • "Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Frequency' field.
  4. Validate the 'First Dose Date' and 'First Dose Time' fields are populated with the next available administration.
  5. Click 'Give Initial Dose Now' [Yes] and validate the 'First Dose' fields are updated to the current date/time.
  6. Change the 'First Dose Time' to any time greater than 60 minutes past the current time.
  7. Validate the [Yes] button becomes deselected.
  8. Populate any remaining required fields and click [Add to Scratchpad] and [Sign].
  9. Validate the order displays in the 'Order grid'.
Scenario 2: OE NX - Unscheduled One Time Only Frequency Code - Default to Give Initial Dose Now
Specific Setup:
  • Avatar OE 2022 Update 82 and Avatar NX 2022.11.00 is required in order to utilize full functionality.
  • A frequency code (Frequency Code A) must be configured to be an un-scheduled one-time-only frequency code in the 'Frequency Code Setup' form.
  • "Frequency Code A" must be configured to default to 'Give Initial Dose Now' in the 'Frequency 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 any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Frequency' field.
  4. Validate 'Give Initial Dose Now' [Yes] is selected and the 'First Dose Date' and 'First Dose Time' fields are populated with the current date/time.
  5. Click [Add to Scratchpad] and [Sign].
  6. Validate the order created displays in the 'Order grid'.
Topics
• Order Entry Console • NX
Update 84 Summary | Details
Discharge Med Rec Report - Next Due
Scenario 1: Enable Last Dose/Next Due on OE Console Discharge Med Reconciliation report
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Enable Last Dose/Next Due on OE Console Discharge Med Reconciliation report' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3".
  • The 'Avatar eMAR->General->Settings->->->Support Medication ID' registry setting must be set to "Y".
  • Please log out and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A” and access the Order Entry Console.
  2. Search for and select "XANAX 1 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" from the 'Dose Unit' field.
  5. Select "Every 4 Hours" from the 'Freq' field.
  6. Validate the 'First Dose Date' field contains the current date
  7. Validate the 'First Dose Time' field contains the current time.
  8. Set the 'Duration' field to "14" and click [Days].
  9. Click [Add to Scratchpad] and [Sign].
  10. Search for and select "RITALIN 10 MG TABLET ORAL" in the 'New Order' field.
  11. Set the 'Dose' field to "1".
  12. Select "TABLET" from the 'Dose Unit' field.
  13. Select "TWICE A DAY" from the 'Freq' field.
  14. Validate the 'First Dose Date' field contains the current date.
  15. Validate the 'First Dose Time' field contains "09:00 AM".
  16. Validate the 'First Dose Date' field contains the current date.
  17. Validate the 'First Dose Time' field contains either "09:00 AM" or "09:00 PM" depending on the current time and hours of administration.
  18. Set the 'Duration' field to "14" and click [Days].
  19. Click [Add to Scratchpad] and [Sign].
  20. Validate the 'Order grid' contains an order for "RITALIN ORAL TABLET 1 TABLET, TWICE A DAY" and "XANAX ORAL TABLET 1 TABLET, Every 4 Hours".
  21. Access the ‘eMAR’ widget.
  22. Validate an order for "RITALIN 10 MG ORAL TABLET, 1 TABLET TWICE A DAY" is displayed with hours of administration of "0900" and "2100" under the current date and an order for "XANAX 1 MG ORAL TABLET, 1 TABLET Every 4 Hours" with hours of administration under the current date starting with the time the order was created and running through the end of the day in 4 hour increments.
  23. Select the first cell with a future time under the current date for the "RITALIN 10 MG ORAL TABLET, 1 TABLET TWICE A DAY" order and click [Administer].
  24. Verify the 'Order Acknowledgement' dialog exists and click [OK].
  25. Verify the 'Client Education' dialog exists.
  26. Select "Yes" from the 'Education Performed' field and click [OK].
  27. Verify the 'Administration Event' dialog exists and contains the order for "RITALIN 10 MG ORAL TABLET".
  28. Validate the 'Administration Date/Time' fields contains the current date and time.
  29. Set the 'Med ID' field to the NDC# for "RITALIN 10 MG ORAL TABLET".
  30. Validate the 'Qty' field is equal to "1".
  31. Validate the 'Unit' field is equal to "TABLET".
  32. Select a successful administration event in the 'Administration Event' field.
  33. Check the 'Accept administration information entered' checkbox and click [Ok].
  34. Validate the first cell under the current date for the "RITALIN 10 MG ORAL TABLET, 1 TABLET TWICE A DAY" order contains an administration of "1 TABLET" and the time of the administration.
  35. Select the first cell under the current date for the "XANAX 1 MG ORAL TABLET, 1 TABLET Every 4 Hours" order and click [Administer].
  36. Verify the 'Order Acknowledgement' dialog exists and click [OK].
  37. Verify the 'Client Education' dialog exists.
  38. Select "Yes" from the 'Education Performed' field and click [OK].
  39. Verify the 'Administration Event' dialog exists and contains the order for "XANAX 1 MG ORAL TABLET".
  40. Validate the 'Administration Date/Time' fields contains the current date and time.
  41. Set the 'Med ID' field to the NDC# for "XANAX 1 MG ORAL TABLET".
  42. Validate the 'Qty' field is equal to "1".
  43. Validate the 'Unit' field is equal to "TABLET".
  44. Select "Nurse-Administered" from the 'Administration Event' field.
  45. Check the 'Accept administration information entered' field and [Ok].
  46. Validate the first cell under the current date for the "XANAX 1 MG ORAL TABLET, 1 TABLET Every 6 Hours" order contains an administration of "1 TABLET {administration time}".
  47. Access the Order Entry Console.
  48. Select the 'Discharge Reconciliation' tab.
  49. Select the first order from 'Inpatient Medications' and click [Add to Scratchpad].
  50. Select the second order from 'Inpatient Medications' and click [Add to Scratchpad].
  51. Select the first order from 'Home Medications Scratchpad (Post-Discharge)'.
  52. Validate the 'New Order' field contains "Ritalin 10 MG Oral Tablet (Schedule II)".
  53. Validate the 'Dose' field contains "1".
  54. Validate the 'Dose Unit' field contains "Tablet".
  55. Validate the 'Frequency' field contains "TWICE A DAY".
  56. Set the 'Days Supply' field to "14" and press Tab.
  57. Validate the 'Dispense Qty' field contains "28".
  58. Validate the 'Dispense Qty Unit' field contains "Tablet".
  59. Set the 'Start Date' field to the current date and press Tab.
  60. Click [Update Order].
  61. Select the second order from 'Home Medications Scratchpad (Post-Discharge)'.
  62. Validate the 'New Order' field contains "Xanax 1 MG Oral Tablet (Schedule II)".
  63. Validate the 'Dose' field contains "1".
  64. Validate the 'Dose Unit' field contains "Tablet".
  65. Validate the 'Frequency' field contains "Every 4 Hours".
  66. Set the 'Frequency' field to "Every 6 Hours".
  67. Set the 'Days Supply' field to "14" and press Tab.
  68. Validate the 'Dispense Qty' field contains "56".
  69. Validate the 'Dispense Qty Unit' field contains "Tablet".
  70. Set the 'Start Date' field to the current date and press Tab.
  71. Click [Update Order].
  72. Search for and select "Zyflo 600 MG Tablet Oral" in the 'New Order' field.
  73. Set the 'Dose' field contains "1".
  74. Validate the 'Dose Unit' field contains "Tablet".
  75. Select "EVERY DAY" from the 'Frequency' field.
  76. Set the 'Days Supply' field to "14" and press Tab.
  77. Validate the 'Dispense Qty' field contains "14".
  78. Validate the 'Dispense Qty Unit' field contains "Tablet".
  79. Set the 'Start Date' field to the current date.
  80. Click [Add to Scratchpad].
  81. Validate 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Zyflo 600 MG Tablet Oral 600 MG Tablet Take one (1) tablet by mouth daily (Refills: 0, Dispense Quantity: 14)".
  82. Validate that the "Ritalin", "Xanax", and "Zyflo" orders have a status of "ADD", "ADD", and "NEW" respectively in the 'Action' column.
  83. Click [Review and Sign].
  84. Validate the 'Final Review' dialog is displayed and click [Sign].
  85. Click [Print Report]
  86. Verify the 'Discharge Medications Report' is displayed.
  87. Click [Go To Next Page].
  88. Validate the report contains "Ritalin 10 MG Tablet Oral" in the 'ACTIVE MEDICATIONS LIST' with a 'Last Given' time of "{current date} 09:00AM/09:00PM" and a 'Next Due' time and date twelve hours from the 'Last Give' time.
  89. Validate the report contains "Xanax 1 MG Tablet Oral" in the 'ACTIVE MEDICATIONS LIST' with a 'Last Given' time based on the 'First Dose' field and a 'Next Due' time and date six hours from the 'First Dose'.
  90. Validate the report contains "Zyflo 600 MG Tablet Oral" in the 'ACTIVE MEDICATIONS LIST' with no value in the 'Last Given' or 'Next Due' columns.
  91. Close the report.
Scenario 2: OE NX - Discharge Medications Report
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Enable Last Dose/Next Due on OE Console Discharge Med Reconciliation report' registry setting must be set to "N".
  • The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3".
  • The 'Avatar eMAR->General->Settings->->->Support Medication ID' registry setting must be set to "Y".
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select "XANAX 1 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" from the 'Dose Unit' field.
  5. Select "EVERY DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "14" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "XANAX ORAL TABLET 1 TABLET, EVERY DAY".
  9. Select the 'Home Medications' tab.
  10. Uncheck the 'Client Reported' check box.
  11. Search for and select "RITALIN 10 MG TABLET ORAL" in the 'New Order' field.
  12. Set the 'Dose' field to "1".
  13. Validate the 'Dose Unit' field contains "Tablet".
  14. Select "EVERY DAY" from the 'Frequency' field.
  15. Set the 'Days Supply' field to "14" and press Tab.
  16. Validate the 'Dispense Qty' field contains "14".
  17. Validate the 'Dispense Qty Unit' field contains "Tablet".
  18. Set the 'Start Date' field to the current date.
  19. Validate the 'Stop Date' field contains a date that is 14 days in the future from the 'Start Date'.
  20. Click [Add to Scratchpad], [Final Review], and [Sign].
  21. Validate the 'Order grid' contains an order for "Ritalin 10 MG ORAL Tablet, Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 14 Tablet)".
  22. Access the ‘eMAR’ widget.
  23. Validate an order for "XANAX 1 MG ORAL TABLET, 1 TABLET EVERY DAY" is displayed with no hours of administration in the cells under the current date.
  24. Select the first cell under the current date and click [Administer].
  25. Verify the 'Order Acknowledgement' dialog exists and click [OK].
  26. Verify the 'Client Education' dialog exists.
  27. Select "Yes" in the 'Education Performed' field and click [OK].
  28. Verify the 'Administration Event' dialog exists and contains an order for "XANAX 1 MG ORAL TABLET".
  29. Validate the 'Administration Date/Time' fields contains the current date and time.
  30. Set the 'Med ID' field to the NDC for "XANAX 1 MG ORAL".
  31. Validate the 'Qty' field is equal to "1".
  32. Validate the 'Unit' field is equal to "TABLET".
  33. Select a successful administration event from the 'Administration Event' field.
  34. Check the 'Accept administration information entered' checkbox and [Ok].
  35. Validate the first cell under the current date for the "XANAX 1 MG ORAL TABLET, 1 TABLET EVERY DAY" order contains "1 TABLET" and the time administered.
  36. Validate "Client A" is selected and access the Order Entry Console.
  37. Select the 'Discharge Reconciliation' tab.
  38. Validate 'Inpatient Medications' contains an order for "XANAX ORAL TABLET 1 TABLET, EVERY DAY".
  39. Validate 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Ritalin 10 MG ORAL Tablet Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 14 Tablet)".
  40. Select the order for "XANAX ORAL TABLET 1 TABLET, EVERY DAY" from 'Inpatient Medications' and click [Add to Scratchpad].
  41. Select the order for "XANAX ORAL TABLET 1 TABLET, EVERY DAY" from 'Home Medications Scratchpad (Post-Discharge)'.
  42. Validate the 'Dose' field contains "1".
  43. Validate the 'Dose Unit' field contains "Tablet".
  44. Validate the 'Frequency' field contains "EVERY DAY".
  45. Set the 'Days Supply' field to "14" and press Tab.
  46. Validate the 'Dispense Qty' field contains "14".
  47. Validate the 'Dispense Qty Unit' field contains "Tablet".
  48. Set the 'Start Date' field to the current date.
  49. Validate the 'Stop Date' field contains a date that is 14 days in the future from the 'Start Date'.
  50. Click [Update Order].
  51. Search for and select "Zyflo 600 MG Tablet Oral" in the 'New Order' field.
  52. Set the 'Dose' field contains "1".
  53. Validate the 'Dose Unit' field contains "Tablet".
  54. Select "EVERY DAY" from the 'Frequency' field.
  55. Set the 'Days Supply' field to "14" and press Tab.
  56. Validate the 'Dispense Qty' field contains "14".
  57. Validate the 'Dispense Qty Unit' field contains "Tablet".
  58. Set the 'Start Date' field to the current date.
  59. Validate the 'Stop Date' field contains a date that is 14 days in the future from the 'Start Date'.
  60. Click [Add to Scratchpad].
  61. Validate 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Zyflo 600 MG Tablet Oral 600 MG Tablet Take one (1) tablet by mouth daily (Refills: 0, Dispense Quantity: 14)".
  62. Select the order for "Ritalin 10 MG ORAL Tablet" from 'Home Medications Scratchpad (Post-Discharge)' and click [Continue].
  63. Validate that the "Ritalin", "Xanax", and "Zyflo" orders have a status of "CONT", "ADD", and "NEW" respectively in the 'Action' column.
  64. Click [Review and Sign].
  65. Validate the 'Final Review' dialog is displayed and click [Sign].
  66. Validate that 'Discharge Med Reconciliation' is in view-only mode.
  67. Click [Print Report].
  68. Verify the 'Discharge Medications Report' is displayed.
  69. Validate the 'Continue These Medications' section contains "Ritalin 10 MG TAB Start: {the current date} Take one (1) tablet by mouth daily Dispense Quantity: 14 Tablet Days Supply: 14 Refills: 0".
  70. Validate the 'Start These Medications' section contains "Xanax 1 MG Tablet Oral Start: {the current date} Take one (1) tablet by mouth daily Dispense Quantity: 14 Tablet Days Supply: 14 Refills: 0".
  71. Validate the 'Start These Medications' section contains "Zyflo 600 MG Tablet Oral Start: {the current date} Take one (1) tablet by mouth daily Dispense Quantity: 14 Tablet Days Supply: 14 Refills: 0".
  72. Click [Go To Next Page].
  73. Validate the 'Active Medications List' section contains "Ritalin 10 MG TAB Take one (1) tablet by mouth daily Start: {the current date}", "Xanax 1 MG Tablet Oral Take one (1) tablet by mouth daily Start: {the current date}", and "Zyflo 600 MG Tablet Oral Take one (1) tablet by mouth daily Start: {the current date}".
  74. Close the report.
Topics
• Order Entry Console • Discharge Med Reconciliation • NX
Update 85 Summary | Details
Order Entry Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Allergies and Hypersensitivities
Scenario 1: Delete Last Movement - Order Entry Reports
Specific Setup:
  • A client must have more than one active episode with multiple orders filed for each 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 'Delete Last Movement' form.
  2. Search for and select "Client A".
  3. Select any episode from the 'Episode Number' field.
  4. Click [Submit].
  5. Validate the 'Delete Last Movement' dialog is displayed containing "You are about to delete an Admission movement for 'episode number'. Do you want to continue?".
  6. Click [Yes].
  7. Access the 'Orders Requiring Validation' form and it will file the form.
  8. Access the 'Print Current Orders and Order Changes' form.
  9. Process reports for 'Current Orders' and 'Order Changes'.
Topics
• NX
Update 86 Summary | Details
Order Entry Console - Lab Requisition Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • External Lab/Radiology Definition for CareConnect
Scenario 1: Order Group - Lab order with required 'External Lab Vendor' field
Specific Setup:
  • An Order Group (Order Group A) must be created that contains a lab-type order code (Order Code A) that has an 'External Lab Vendor' with the 'Lab Vendor Company' field set to "Other" in the 'External Lab/Radiology Definition for CareConnect' form.
  • The ‘(552) Require External Lab Vendor Destination’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”.
Steps
  1. Access the Order Entry Console for any client.
  2. Set the 'New Order' field to "Order Group A".
  3. Click the checkbox for "Order A".
  4. Click [Add to Scratchpad].
  5. Validate the 'Scratchpad' contains "Order A" with a required flag.
  6. Select "Order A" from the 'Scratchpad'.
  7. Select any value from the 'External Lab Vendor Destination' field and click [Update Order] and [Sign].
  8. Validate the 'Order grid' contains "Order A".
  9. Select the order and click [Print].
  10. Click the [Print Lab Requisition].
  11. Validate the 'Lab Requisition Report' is displayed.
Scenario 2: OE NX - Orders This Episode - External Lab Vendor NOT required with no vendor set up in 'Order Code Setup'
Specific Setup:
  • The '(552) Require External Lab Vendor Destination' extended attribute must be set to "No" in the Order Entry Tabled Files '(500) Order Types' dictionary for "Lab".
  • Please log out of the application and log back in after completing the above configuration.
  • A lab-type order code must not have an 'External Lab Vendor' associated with it in the 'Order Code Setup' form. (WNVCF - West Nile Virus Cerebrospinal Fluid)
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select "West Nile Virus Antibody, Cerebrospinal Fluid (WNVCF)" in the 'New Order' field.
  3. Set the 'Duration' field to "2" and click [Days].
  4. Click [Add to Scratchpad].
  5. Validate the 'Scratchpad' contains an order for "West Nile Virus Cerebrospinal Fluid (WNVCF)" that does not have a red flag in the 'Action' column.
  6. Click [Sign].
  7. Validate the 'Order grid' contains an order for "West Nile Virus Antibody, Cerebrospinal Fluid (WNVCF)".
Topics
• Order Entry Console • NX
Update 88 Summary | Details
OE NX - Discharge Medication Reconciliation - Med Matching
Scenario 1: OE NX - Discharge Med Rec - Order Matching - MAKE RX - ensure matching remains after putting it in Pending Status and navigating back to the tab
Specific Setup:
  • Avatar OE 2022 Update 88 and NX Release 2022.10.00.01 must be installed in order to utilize full functionality.
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (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, and ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "VITAMIN C 500 MG Tablet Oral" in the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad].
  4. Search for and select "BENZONATATE 100 MG Capsule, Liquid Filled ORAL" in the 'New Order' field.
  5. Populate all required fields and click [Add to Scratchpad].
  6. Search for and select "FLUTICASONE PROPIONATE (6517) 0.05 MG/1 Spray NASAL" in the 'New Order' field.
  7. Populate all required fields, click [Add to Scratchpad], and [Sign].
  8. Validate an 'Interactions' dialog is displayed.
  9. Override the interaction and click [Save Override and Exit].
  10. Validate the 'Order grid' contains the 3 new orders.
  11. Select the 'Home Medications' tab.
  12. Validate the 'Reported' checkbox is checked
  13. Search for and select "VITAMIN C 500 MG Tablet Oral" in the 'New Order' field.
  14. Set the 'Dose' and 'Frequency' fields and click [Save].
  15. Uncheck the 'Reported' checkbox.
  16. Search for and select "BENZONATATE 100 MG Capsule, Liquid Filled ORAL" in the 'New Order' field.
  17. Fill out all required fields, click [Add to Scratchpad].
  18. Check the 'Reported' checkbox.
  19. Search for and select "FLUTICASONE PROPIONATE (6517) 0.05 MG/1 Spray NASAL" in the 'New Order' field.
  20. Set the 'Dose' and 'Frequency' fields and click [Save].
  21. Click [Final Review].
  22. Validate the 'Final Review' dialog is displayed, select "None" in 'Output' and click [Sign].
  23. Validate the 'Order grid' contains the 3 new orders.
  24. Select the 'Discharge Med Reconciliation' tab.
  25. Validate that row 1 of the 'Inpatient Medications' order grid contains "A" in the 'Match' column and "VITAMIN C 500 MG ORAL TABLET" in the 'Order Details' column.
  26. Validate that row 2 of the 'Inpatient Medications' order grid contains "B" in the 'Match' column and "BENZONATATE 100 MG ORAL CAPSULE, LIQUID FILLED" in the 'Order Details' column.
  27. Validate that row 3 of the 'Inpatient Medications' order grid contains "C" in the 'Match' column and "FLUTICASONE PROPIONATE 0.05 MG/1 NASAL SPRAY" in the 'Order Details' column.
  28. Validate that row 1 of the 'Home Medications Scratchpad (Post-Discharge)' contains "A" in the 'Match' column and "Vitamin C - 500 MG, TAB, PO" in the 'Order Details' column.
  29. Validate that row 2 of the 'Home Medications Scratchpad (Post-Discharge)' contains "B" in the 'Match' column and "Benzonatate 100 MG ORAL Capsule, Liquid Filled" in the 'Order Details' column.
  30. Validate that row 3 of the 'Home Medications Scratchpad (Post-Discharge)' contains "C" in the 'Match' column and Fluticasone Propionate - 0.05 MG/1 Actuation, SPR, NSSpray" in the 'Order Details' column.
  31. Click [Do Not Add Remaining].
  32. Select the order in row 2 of the 'Home Medications Scratchpad (Post-Discharge)' and click [Continue].
  33. Select the order in row 3 of the 'Home Medications Scratchpad (Post-Discharge)' and click [Continue].
  34. Select the order in row 1 of the 'Home Medications Scratchpad (Post-Discharge)' and click [Make RX].
  35. Fill out all the required fields and click [Update Order].
  36. Set the 'Dispense Days Supply' field to "7" and click [Hold in Pending Status].
  37. Validate the 'New Order' field is disabled.
  38. Validate that row 1 of the 'Home Medications Scratchpad (Post-Discharge)' contains "MAKE RX" in the 'Action' column, "A" in the 'Match' column and "Vitamin C - 500 MG, TAB, PO" in the 'Order Details' column.
  39. Validate that row 2 of the 'Home Medications Scratchpad (Post-Discharge)' contains "CONT" in the 'Action' column, "B" in the 'Match' column and "Benzonatate 100 MG ORAL Capsule, Liquid Filled" in the 'Order Details' column.
  40. Validate that row 3 of the 'Home Medications Scratchpad (Post-Discharge)' contains "CONT" in the 'Action' column, "C" in the 'Match' column and Fluticasone Propionate - 0.05 MG/1 Actuation, SPR, NSSpray" in the 'Order Details' column.
  41. Select the 'Orders This Episode' tab.
  42. Select the 'Discharge Med Reconciliation' tab.
  43. Validate that row 1 of the 'Home Medications Scratchpad (Post-Discharge)' contains "MAKE RX" in the 'Action' column, "A" in the 'Match' column and "Vitamin C - 500 MG, TAB, PO" in the 'Order Details' column.
  44. Validate that row 2 of the 'Home Medications Scratchpad (Post-Discharge)' contains "CONT" in the 'Action' column, "B" in the 'Match' column and "Benzonatate 100 MG ORAL Capsule, Liquid Filled" in the 'Order Details' column.
  45. Validate that row 3 of the 'Home Medications Scratchpad (Post-Discharge)' contains "CONT" in the 'Action' column, "C" in the 'Match' column and Fluticasone Propionate - 0.05 MG/1 Actuation, SPR, NSSpray" in the 'Order Details' column.
Scenario 2: OE NX - Discharge Med Rec - Order Matching - REORDER/MODIFY - ensure matching remains after putting it in Pending Status and navigating back to the tab
Specific Setup:
  • Avatar OE 2022 Update 88 and NX Release 2022.10.00.01 must be installed in order to utilize full functionality.
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (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, and ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "VITAMIN C 500 MG Tablet Oral" in the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad].
  4. Search for and select "BENZONATATE 100 MG Capsule, Liquid Filled ORAL" in the 'New Order' field.
  5. Populate all required fields and click [Add to Scratchpad].
  6. Search for and select "FLUTICASONE PROPIONATE (6517) 0.05 MG/1 Spray NASAL" in the 'New Order' field.
  7. Populate all required fields, click [Add to Scratchpad], and [Sign].
  8. Validate an 'Interactions' dialog is displayed.
  9. Override the interaction and click [Save Override and Exit].
  10. Validate the 'Order grid' contains the 3 new orders.
  11. Select the 'Home Medications' tab.
  12. Validate the 'Reported' checkbox is checked
  13. Search for and select "VITAMIN C 500 MG Tablet Oral" in the 'New Order' field.
  14. Set the 'Dose' and 'Frequency' fields and click [Save].
  15. Uncheck the 'Reported' checkbox.
  16. Search for and select "BENZONATATE 100 MG Capsule, Liquid Filled ORAL" in the 'New Order' field.
  17. Fill out all required fields, click [Add to Scratchpad].
  18. Check the 'Reported' checkbox.
  19. Search for and select "FLUTICASONE PROPIONATE (6517) 0.05 MG/1 Spray NASAL" in the 'New Order' field.
  20. Set the 'Dose' and 'Frequency' fields and click [Save].
  21. Click [Final Review].
  22. Validate the 'Final Review' dialog is displayed, select "None" in 'Output' and click [Sign].
  23. Validate the 'Order grid' contains the 3 new orders.
  24. Select the 'Discharge Med Reconciliation' tab.
  25. Validate that row 1 of the 'Inpatient Medications' order grid contains "A" in the 'Match' column and "VITAMIN C 500 MG ORAL TABLET" in the 'Order Details' column.
  26. Validate that row 2 of the 'Inpatient Medications' order grid contains "B" in the 'Match' column and "BENZONATATE 100 MG ORAL CAPSULE, LIQUID FILLED" in the 'Order Details' column.
  27. Validate that row 3 of the 'Inpatient Medications' order grid contains "C" in the 'Match' column and "FLUTICASONE PROPIONATE 0.05 MG/1 NASAL SPRAY" in the 'Order Details' column.
  28. Validate that row 1 of the 'Home Medications Scratchpad (Post-Discharge)' contains "A" in the 'Match' column and "Vitamin C - 500 MG, TAB, PO" in the 'Order Details' column.
  29. Validate that row 2 of the 'Home Medications Scratchpad (Post-Discharge)' contains "B" in the 'Match' column and "Benzonatate 100 MG ORAL Capsule, Liquid Filled" in the 'Order Details' column.
  30. Validate that row 3 of the 'Home Medications Scratchpad (Post-Discharge)' contains "C" in the 'Match' column and Fluticasone Propionate - 0.05 MG/1 Actuation, SPR, NSSpray" in the 'Order Details' column.
  31. Click [Do Not Add Remaining].
  32. Select the order in row 1 of the 'Home Medications Scratchpad (Post-Discharge)', click Ctrl and select the order in row 3 of the 'Home Medications Scratchpad (Post-Discharge)' and click [Continue].
  33. Select the order in row 2 of the 'Home Medications Scratchpad (Post-Discharge)' and click [REORDER/MODIFY] and [Update Order].
  34. Set the 'Dispense Days Supply' field to "7" and click [Hold in Pending Status].
  35. Validate the 'New Order' field is disabled.
  36. Validate that row 1 of the 'Home Medications Scratchpad (Post-Discharge)' contains "CONT" in the 'Action' column, "A" in the 'Match' column and "Vitamin C - 500 MG, TAB, PO" in the 'Order Details' column.
  37. Validate that row 2 of the 'Home Medications Scratchpad (Post-Discharge)' contains "REORDER/MODIFY" in the 'Action' column, "B" in the 'Match' column and "Benzonatate 100 MG ORAL Capsule, Liquid Filled" in the 'Order Details' column.
  38. Validate that row 3 of the 'Home Medications Scratchpad (Post-Discharge)' contains "CONT" in the 'Action' column, "C" in the 'Match' column and Fluticasone Propionate - 0.05 MG/1 Actuation, SPR, NSSpray" in the 'Order Details' column.
  39. Select the 'Orders This Episode' tab.
  40. Select the 'Discharge Med Reconciliation' tab.
  41. Validate that row 1 of the 'Home Medications Scratchpad (Post-Discharge)' contains "CONT" in the 'Action' column, "A" in the 'Match' column and "Vitamin C - 500 MG, TAB, PO" in the 'Order Details' column.
  42. Validate that row 2 of the 'Home Medications Scratchpad (Post-Discharge)' contains "REORDER/MODIFY" in the 'Action' column, "B" in the 'Match' column and "Benzonatate 100 MG ORAL Capsule, Liquid Filled" in the 'Order Details' column.
  43. Validate that row 3 of the 'Home Medications Scratchpad (Post-Discharge)' contains "CONT" in the 'Action' column, "C" in the 'Match' column and Fluticasone Propionate - 0.05 MG/1 Actuation, SPR, NSSpray" in the 'Order Details' column.
Scenario 3: OE NX - Discharge Med Rec - Order Matching - DC - ensure matching remains after putting it in Pending Status and navigating back to the tab
Specific Setup:
  • Avatar OE 2022 Update 88 and NX Release 2022.10.00.01 must be installed in order to utilize full functionality.
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (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, and ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "VITAMIN C 500 MG Tablet Oral" in the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad].
  4. Search for and select "BENZONATATE 100 MG Capsule, Liquid Filled ORAL" in the 'New Order' field.
  5. Populate all required fields and click [Add to Scratchpad].
  6. Search for and select "FLUTICASONE PROPIONATE (6517) 0.05 MG/1 Spray NASAL" in the 'New Order' field.
  7. Populate all required fields, click [Add to Scratchpad], and [Sign].
  8. Validate an 'Interactions' dialog is displayed.
  9. Override the interaction and click [Save Override and Exit].
  10. Validate the 'Order grid' contains the 3 new orders.
  11. Select the 'Home Medications' tab.
  12. Validate the 'Reported' checkbox is checked
  13. Search for and select "VITAMIN C 500 MG Tablet Oral" in the 'New Order' field.
  14. Set the 'Dose' and 'Frequency' fields and click [Save].
  15. Uncheck the 'Reported' checkbox.
  16. Search for and select "BENZONATATE 100 MG Capsule, Liquid Filled ORAL" in the 'New Order' field.
  17. Fill out all required fields, click [Add to Scratchpad].
  18. Check the 'Reported' checkbox.
  19. Search for and select "FLUTICASONE PROPIONATE (6517) 0.05 MG/1 Spray NASAL" in the 'New Order' field.
  20. Set the 'Dose' and 'Frequency' fields and click [Save].
  21. Click [Final Review].
  22. Validate the 'Final Review' dialog is displayed, select "None" in 'Output' and click [Sign].
  23. Validate the 'Order grid' contains the 3 new orders.
  24. Select the 'Discharge Med Reconciliation' tab.
  25. Validate that row 1 of the 'Inpatient Medications' order grid contains "A" in the 'Match' column and "VITAMIN C 500 MG ORAL TABLET" in the 'Order Details' column.
  26. Validate that row 2 of the 'Inpatient Medications' order grid contains "B" in the 'Match' column and "BENZONATATE 100 MG ORAL CAPSULE, LIQUID FILLED" in the 'Order Details' column.
  27. Validate that row 3 of the 'Inpatient Medications' order grid contains "C" in the 'Match' column and "FLUTICASONE PROPIONATE 0.05 MG/1 NASAL SPRAY" in the 'Order Details' column.
  28. Validate that row 1 of the 'Home Medications Scratchpad (Post-Discharge)' contains "A" in the 'Match' column and "Vitamin C - 500 MG, TAB, PO" in the 'Order Details' column.
  29. Validate that row 2 of the 'Home Medications Scratchpad (Post-Discharge)' contains "B" in the 'Match' column and "Benzonatate 100 MG ORAL Capsule, Liquid Filled" in the 'Order Details' column.
  30. Validate that row 3 of the 'Home Medications Scratchpad (Post-Discharge)' contains "C" in the 'Match' column and Fluticasone Propionate - 0.05 MG/1 Actuation, SPR, NSSpray" in the 'Order Details' column.
  31. Click [Do Not Add Remaining].
  32. Select the order in row 1 of the 'Home Medications Scratchpad (Post-Discharge)' and click [Continue].
  33. Select the order in row 2 of the 'Home Medications Scratchpad (Post-Discharge)' and click [Continue].
  34. Select the order in row 3 of the 'Home Medications Scratchpad (Post-Discharge)' and click [DC].
  35. Set the 'Dispense Days Supply' field to "7" and click [Hold in Pending Status].
  36. Validate the 'New Order' field is disabled.
  37. Validate that row 1 of the 'Home Medications Scratchpad (Post-Discharge)' contains "CONT" in the 'Action' column, "A" in the 'Match' column and "Vitamin C - 500 MG, TAB, PO" in the 'Order Details' column.
  38. Validate that row 2 of the 'Home Medications Scratchpad (Post-Discharge)' contains "CONT" in the 'Action' column, "B" in the 'Match' column and "Benzonatate 100 MG ORAL Capsule, Liquid Filled" in the 'Order Details' column.
  39. Validate that row 3 of the 'Home Medications Scratchpad (Post-Discharge)' contains "DC" in the 'Action' column, "C" in the 'Match' column and Fluticasone Propionate - 0.05 MG/1 Actuation, SPR, NSSpray" in the 'Order Details' column.
  40. Select the 'Orders This Episode' tab.
  41. Select the 'Discharge Med Reconciliation' tab.
  42. Validate that row 1 of the 'Home Medications Scratchpad (Post-Discharge)' contains "CONT" in the 'Action' column, "A" in the 'Match' column and "Vitamin C - 500 MG, TAB, PO" in the 'Order Details' column.
  43. Validate that row 2 of the 'Home Medications Scratchpad (Post-Discharge)' contains "CONT" in the 'Action' column, "B" in the 'Match' column and "Benzonatate 100 MG ORAL Capsule, Liquid Filled" in the 'Order Details' column.
  44. Validate that row 3 of the 'Home Medications Scratchpad (Post-Discharge)' contains "DC" in the 'Action' column, "C" in the 'Match' column and Fluticasone Propionate - 0.05 MG/1 Actuation, SPR, NSSpray" in the 'Order Details' column.
Topics
• Order Entry Console • NX
Update 90 Summary | Details
OE NX - Orders This Episode - Give Initial Dose Now - Order Group
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
Scenario 1: OE NX - One Time Only - Default to give Initial Dose Now - Order Group
Specific Setup:
  • A frequency code (Frequency Code A) must be configured as a one time only, frequency with 'Default to Give Initial Dose Now' set to "Yes".
  • An order group (Order Group A) must be created with at least one pharmacy-type order (Order A) that has a default frequency of "One Time Only"
  • 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. Select "Order A" and validate "One Time Only" is selected in the 'Frequency' field.
  4. Click [Add to Scratchpad].
  5. Select "Order A" from the scratchpad and validate the 'First Dose Date", 'First Dose Time', 'Start Date, and 'Start Time' fields are set to the current date and time, rounded up to the nearest half hour.
  6. Populate any remaining required fields and click [Update Order].
  7. Click [Sign] and validate "Order A" displays in the 'Order grid'.
Scenario 2: OE NX - Scheduled One Time Only frequency Code - 'First Dose' adjustment allowed when 'Give Initial Dose Now' "60"
Specific Setup:
  • Avatar OE 2022 Update 82 and Avatar NX Release 2022.11.00 is required in order to utilize full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'First Dose' adjustment allowed when 'Give Initial Dose Now'' registry setting must be set to "60".
  • A frequency code (Frequency Code A) must be configured as a "One-Time-Only" frequency with a scheduled administration at 0800 (08:00 AM).
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • "Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Frequency' field.
  4. Validate the 'First Dose Date', 'First Dose Time', 'Start Date, and 'Start Time' fields are populated with the next available administration.
  5. Click 'Give Initial Dose Now' [Yes] and validate the 'First Dose' fields are updated to the current date/time.
  6. Change the 'First Dose Time' to any time greater than 60 minutes past the current time.
  7. Validate the [Yes] button becomes deselected.
  8. Populate any remaining required fields and click [Add to Scratchpad] and [Sign].
  9. Validate the order displays in the 'Order grid'.
Scenario 3: OE NX - Unscheduled One Time Only Frequency Code - Default to Give Initial Dose Now
Specific Setup:
  • Avatar OE 2022 Update 82 and Avatar NX 2022.11.00 is required in order to utilize full functionality.
  • A frequency code (Frequency Code A) must be configured to be an un-scheduled one-time-only frequency code in the 'Frequency Code Setup' form.
  • "Frequency Code A" must be configured to default to 'Give Initial Dose Now' in the 'Frequency 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 any pharmacy-type order code.
  3. Populate the required fields selecting "Frequency Code A" from the 'Frequency' field.
  4. Validate 'Give Initial Dose Now' [Yes] is selected and the 'First Dose Date", 'First Dose Time', 'Start Date, and 'Start Time' fields are set to the current date and time, rounded up to the nearest half hour.
  5. Click [Add to Scratchpad] and [Sign].
  6. Validate the order created displays in the 'Order grid'.
Topics
• Order Entry Console • NX
Update 91 Summary | Details
OE NX - Discharge Med Reconciliation - Discharge Medications Report
Scenario 1: Enable Last Dose/Next Due on OE Console Discharge Med Reconciliation report
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Enable Last Dose/Next Due on OE Console Discharge Med Reconciliation report' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3".
  • The 'Avatar eMAR->General->Settings->->->Support Medication ID' registry setting must be set to "Y".
  • Please log out and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • Note: Avatar OE 2022 Update 91, NX Release 2022.10.00.02, or NX Release 2022.11.00.01 are required for full functionality.
Steps
  1. Select "Client A” and access the Order Entry Console.
  2. Search for and select "XANAX 1 MG TABLET ORAL" in the 'New Order' field.
  3. Populate the required fields.
  4. Click [Add to Scratchpad] and [Sign].
  5. Search for and select "RITALIN 10 MG TABLET ORAL" in the 'New Order' field.
  6. Set the 'Dose' field to "1".
  7. Select "TABLET" from the 'Dose Unit' field.
  8. Select "TWICE A DAY" from the 'Freq' field.
  9. Validate the 'First Dose Date' field contains the current date.
  10. Validate the 'First Dose Time' field contains either "09:00 AM" or "09:00 PM" depending on the current time and hours of administration.
  11. Set the 'Duration' field to "14" and click [Days].
  12. Click [Add to Scratchpad] and [Sign].
  13. Validate the 'Order grid' contains an order for "RITALIN ORAL TABLET" and "XANAX ORAL TABLET".
  14. Access the ‘eMAR’ widget.
  15. Validate an order for "RITALIN 10 MG ORAL TABLET" is displayed with hours of administration of "0900" and "2100" under the current date and an order for "XANAX 1 MG ORAL TABLET" with hours of administration under the current date starting with the time the order was created and running through the end of the day in 4 hour increments.
  16. Select the first cell with a future time under the current date for the "RITALIN 10 MG ORAL TABLET" order and click [Administer].
  17. Perform 'Order Acknowledgement' and 'Client Education'.
  18. Validate the 'Administration Date/Time' fields contains the current date and time.
  19. Set the 'Med ID' field to the NDC# for "RITALIN 10 MG ORAL TABLET".
  20. Validate the 'Qty' field is equal to "1".
  21. Validate the 'Unit' field is equal to "TABLET".
  22. Select a successful administration event in the 'Administration Event' field.
  23. Check the 'Accept administration information entered' checkbox and click [Ok].
  24. Validate the first cell under the current date for the "RITALIN 10 MG ORAL TABLET" order contains an administration of "1 TABLET" and the time of the administration.
  25. Select the first cell under the current date for the "XANAX 1 MG ORAL TABLET" order and click [Administer].
  26. Perform 'Order Acknowledgement' and 'Client Education'.
  27. Validate the 'Administration Date/Time' fields contains the current date and time.
  28. Set the 'Med ID' field to the NDC# for "XANAX 1 MG ORAL TABLET".
  29. Validate the 'Qty' field is equal to "1".
  30. Validate the 'Unit' field is equal to "TABLET".
  31. Select a successful administration event in the 'Administration Event' field.
  32. Check the 'Accept administration information entered' field and [Ok].
  33. Validate the first cell under the current date for the "XANAX 1 MG ORAL TABLET" order contains an administration of "1 TABLET and the time of the administration".
  34. Access the Order Entry Console.
  35. Select the 'Discharge Reconciliation' tab.
  36. Select the first order from 'Inpatient Medications' and click [Add to Scratchpad].
  37. Select the second order from 'Inpatient Medications' and click [Add to Scratchpad].
  38. Select the first order from 'Home Medications Scratchpad (Post-Discharge)'.
  39. Validate the 'New Order' field contains "Ritalin 10 MG Oral Tablet (Schedule II)".
  40. Populate the required fields and click [Update Order].
  41. Select the second order from 'Home Medications Scratchpad (Post-Discharge)'.
  42. Validate the 'New Order' field contains "Xanax 1 MG Oral Tablet (Schedule II)".
  43. Populate the required fields and click [Update Order].
  44. Search for and select "Zyflo 600 MG Tablet Oral" in the 'New Order' field.
  45. Populate the required fields and click [Add to Scratchpad].
  46. Validate 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Zyflo 600 MG Tablet Oral.
  47. Validate that the "Ritalin", "Xanax", and "Zyflo" orders have a status of "ADD", "ADD", and "NEW" respectively in the 'Action' column.
  48. Click [Review and Sign].
  49. Validate the 'Final Review' dialog is displayed and click [Sign].
  50. Click [Print Report]
  51. Verify the 'Discharge Medications Report' is displayed.
  52. Click [Go To Next Page].
  53. Validate the report contains "Ritalin 10 MG Tablet Oral" in the 'ACTIVE MEDICATIONS LIST' with a 'Last Given' time of "{current date} 09:00AM/09:00PM" and a 'Next Due' time and date twelve hours from the 'Last Give' time.
  54. Validate the report contains "Xanax 1 MG Tablet Oral" in the 'ACTIVE MEDICATIONS LIST' with a 'Last Given' time based on the 'First Dose' field and a 'Next Due' time and date six hours from the 'First Dose'.
  55. Validate the report contains "Zyflo 600 MG Tablet Oral" in the 'ACTIVE MEDICATIONS LIST' with no value in the 'Last Given' or 'Next Due' columns.
  56. Close the report.
Scenario 2: OE NX - Med Rec Full Workflow
Specific Setup:
  • A pharmacy-type order code must exist. (Order Code A)
  • 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.
  • Note: Avatar OE 2022 Update 91, NX Release 2022.10.00.02, or NX Release 2022.11.00.01 are required for full functionality.
Steps
  1. Select "Client A", access the Order Entry Console and click the 'Home Medications' tab.
  2. Create three orders for "Order Code A", populate the required fields, and click [Add to Scratchpad].
  3. Select the third order from the scratchpad and validate its position does not change.
  4. Click [Final Review], populate the duplicate order warning interactions, and click [Save Override and Exit].
  5. Validate all information in the 'Client Information' and 'Current Prescriber' fields are displayed and Click [Sign].
  6. Validate the three orders display in the order grid.
  7. Click the 'Admission Reconciliation' tab.
  8. Select the three orders for "Order Code A" from the order grid and click [Add to Scratchpad].
  9. Select the third order from the scratchpad, validate its position does not change, populate the required fields and click [Update Order].
  10. Repeat for the second and the first orders.
  11. Click [Reconcile & Sign].
  12. Validate all information in the 'Client Information' and 'Current Prescriber' fields are displayed in the 'Final Review' dialog.
  13. Click the 'Orders This Episode' tab.
  14. Create three copies of "Order Code A" and click [Add to Scratchpad].
  15. Select the third order from the scratchpad and validate its position does not change.
  16. Click [Final Review] and populate the duplicate order warning interactions and click [Save Override and Exit].
  17. Validate all information in the 'Client Information' and 'Current Prescriber' fields are displayed in the 'Final Review' dialog and click [Sign].
  18. Validate that six orders display for "Order Code A" in the order grid.
  19. Click the 'Discharge Reconciliation' tab.
  20. Click [Do not add remaining] for the inpatient medications.
  21. Click [Continue] for the orders in the Home Medications Scratchpad (Post-Discharge).
  22. Select the third order from the Home Medications Scratchpad (Post-Discharge) and validate its position does not change.
  23. Click [Review and Sign].
  24. Validate all information in the 'Client Information' and 'Current Prescriber' fields are displayed and click [Sign].
  25. Click [Print Report].
  26. Verify the 'Discharge Medications Report' is displayed.
  27. Validate the 'Continue These Medications' section contains three copies of "Order Code A".
Topics
• Order Entry Console • NX
Update 92 Summary | Details
Reports and Widgets utilizing 'OrderEntry.history_client_order'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
Scenario 1: eMAR - Exceed Defined Dosage - Interval Frequency = 'No', No scheduled 'Hours of Administration' - registry setting: 'Use Pharmacy Fill Details For Order Description' = "N"
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Use Pharmacy Fill Details For Order Description' registry setting must be set to "N".
  • The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
  • 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 frequency code must exist defined as: Interval Frequency = 'No', No scheduled 'Hours of Administration', and 'Times/24 Hours' = 2. (Frequency Code A).
  • An order must exist for Client A with Frequency Code A. (Order A).
Steps
  1. Access Avatar eMAR for "Client A".
  2. Select a cell under the current date for "Order A" and click [Administer].
  3. Populate the required fields selecting a successful 'Administration Event' and file the administration.
  4. Select a different cell under the current date for "Order A" and click [Administer].
  5. Populate the required fields selecting a successful 'Administration Event' and file the administration.
  6. Select another cell for "Order A" and click [Administer].
  7. Click [Administer].
  8. Populate the required fields selecting an unsuccessful 'Administration Event' and file the administration.
  9. Select a different cell under the current date for "Order A" and click [Administer].
  10. Populate the required fields selecting a successful 'Administration Event'.
  11. Click 'Warning' cell.
  12. Validate 'Override Message' label is equal to "Administration of this dose will exceed the 'Times/24 Hours' defined for this order".
  13. Set 'Override Text' field to any value.
  14. Click [OK].
  15. File the administration.
  16. Validate all cells administered contain the appropriate order data.
  17. Search for and select 'Orders Requiring Validation Report'.
  18. Validate the report is displayed without error.
Topics
• Order Entry Console
Update 97 Summary | Details
‘Discontinue Date’ Effective Date Carrying Forward To Modified Order's 'Stop Date'
Scenario 1: OE - eMAR - Ensure that DC Effective Date is not carrying forward to modified order's 'Stop Date'.
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" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code.
  3. Set the 'Dose' field to "1".
  4. Select "Tablet" in the 'Dose Unit' field.
  5. Set the 'Freq' field to "3 TIMES A DAY".
  6. Set the 'Duration' field to "11" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Select the newly created order from the 'Order grid' and click [D/C].
  9. Set the 'Discontinue Date' field to 2 days in the future from current date.
  10. Click [Add to Scratchpad] and [Sign].
  11. Select the order from the 'Order grid' and click [Modify].
  12. Validate the 'Duration' field contains "11" and that [Days] is selected.
  13. Click [Add to Scratchpad] and [Sign].
  14. Validate the 'Order grid' contains the new order with a 'Stop Date' that is 11 days in the future from the 'Start Date'.
  15. Access the 'eMAR' widget.
  16. Validate the new order is displayed and is active.
  17. Set the 'Administration Date' to 4 days in the future from the current date.
  18. Click [Refresh].
  19. Validate the new order remains active.
Scenario 2: eMAR - Discontinued/Expired Orders placement
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->'Immediately display expired orders in eMAR below active orders' registry setting must be set to "Y".
  • The 'Avatar eMAR->General->Settings->->->'Immediately display discontinued orders in eMAR below active orders' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must 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 with a 'Duration' of "1 Day". (Order A)
  3. Create 2 additional pharmacy-type orders.
  4. Discontinue 1 out of the 2 additional orders..
  5. Access the 'eMAR' widget.
  6. Validate the discontinued order appears below the active orders.
  7. Set the 'Administration Date' to 2 days in the future from the current date.
  8. Click refresh.
  9. Validate 'Order Code A' is expired and appears below the active order and the Discontinued Orders..
  10. Validate all discontinued and expired orders are in alphabetical order.
Topics
• NX • Order Entry Console