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Avatar OE 2022 Update 23

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Product Update Form Description

The following enhancements are introduced: 1) The 'Reported Source Text' field is added to the Order Entry Console (Home Medications section) for use with "Client Reported" medications. The 'Reported Source Text' field will be required when using a selection for the 'Reported Source' prompt that is defined with the extended attribute 'Require Reported Source Text' set to "Yes". The value from the 'Reported Source Text' field is displayed in the 'Order Details' column of the lists of a client's existing Home Medications in the Order Entry Console (Home Medications, Admission Med Reconciliation, and Discharge Med Reconciliation sections). 2) In the Order Entry Console (Home Medications, Admission Med Reconciliation, and Discharge Med Reconciliation sections), the phrase "Client Reported" and the abbreviation "CR" are replaced with "Reported". Note: A myAvatar Client Update or upgrade must also be installed to enable the functionality included in this Update. Also, note that these enhancements are available only in myAvatar NX.

Included Updates

3, 5, 6, 7, 8

Required Updates

None

Details
NEW2 CHANGED0 FIXED0
New (2)
Home Medications - Client Reported
In the Order Entry Console (Home Medications, Admission Med Reconciliation, and Discharge Med Reconciliation sections), the phrase "Client Reported" and the abbreviation "CR" are replaced with "Reported".
Value Added: The phrase "Client Reported" and the abbreviation "CR" being replaced with "Reported" will allow more generic details for orders.
Topics
• Discharge Med Reconciliation • Order Entry Console
 
Home Medications - Reported Source Text
The 'Reported Source Text' field is added to the Order Entry Console (Home Medications section) for use with "Reported" medications. The value from the 'Reported Source Text' field is displayed in the 'Order Details' column of the lists of a client's existing Home Medications in the Order Entry Console (Home Medications, Admission Med Reconciliation, and Discharge Med Reconciliation sections).
Value Added: The 'Reported Source Text' field is added to document a reported source in more detail.
Topics
• Discharge Med Reconciliation • Order Entry Console
 
Acceptance Tests
AV-72599 Summary | Details
Home Medications - Client Reported
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Home Medications
  • Orders This Episode
Scenario 1: 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".
Scenario 2: 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.
Topics
• Discharge Med Reconciliation • Order Entry Console
AV-78663 Summary | Details
Home Medications - Reported Source Text
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Home Medications
  • Orders This Episode
Scenario 1: 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".
Scenario 2: 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.
Topics
• Discharge Med Reconciliation • Order Entry Console

 

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