Avatar OE 2022 Update 44

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Product Requirements / Recommendations

Avatar CWS required
Avatar OE required
RADplus required

Recommended Update Level

RADplus 2022 Update 71

Product Update Form Description

The following enhancements are introduced: 1) The 'Order Validation' form is added. This form provides another way to Validate orders placed through the Order Entry Console (Orders This Episode section) and the 'Client Profile / Physicians Orders' form. 2) The 'Physician Order Validation' and 'Order Validation' forms are enhanced to support the ability to remove the 'Refills Allowed' and 'Dispense Quantity' information that displays in the 'Details of Selected Orders' field. This functionality is enabled via the registry setting 'Display Refills Allowed and Dispense Quantity in Order Validation forms'. 3) The 'Enable Team filter in 'Physician Order Validation' form' and 'Allow multiple Client selection in 'Physician Order Validation' form' registry settings are renamed to 'Enable filters in Order Validation forms' and 'Allow multiple Client selection in Order Validation forms', respectively, to encompass the new 'Order Validation' form. Additionally, the 'Enable filters in Order Validation forms' registry setting now supports the ability to hide/show 'Unit', 'Program', and 'Team' filters. Note: Avatar RADplus 2022 Update 71 must be installed for full functionality of the new 'Order Validation' form. Also a myAvatar Client Update or upgrade should be installed for optimal performance. In addition, the following issues are resolved: 1) The 'Physician Order Validation' form allows the original (now-DC'd) order that was acted on with a Modify action to be selected and Validated while the new order that was created via the Modify action still has an 'Order Status' of 'Validation Required' from when it was first created. 2) The 'Physician Order Validation' form does not also Validate the original (now-DC'd) order from a Modify action when Validating the order that was created via the Modify action. 3) The Order Entry Orders Web Service allows the original order that was acted on with a Modify action to be Validated while the new order that was created via the Modify action still has an 'Order Status' of 'Validation Required' from when it was first created. 4) The Order Entry Orders Web Service does not also Validate the original (now-DC'd) order from a Modify action when Validating the order that was created via the Modify action. Note: These changes bring the behavior of the 'Physician Order Validation' form into alignment with the Order Entry Console (Order This Episode section).

Included Updates

2, 3, 5, 6, 7, 8, 11, 16, 23, 24, 25, 33, 36, 41, 42, 43

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-79747 Details | User Acceptance Tests

OE NX - Order Validation

Value Added: The 'Order Validation' form has been added to application to make it easier to validate existing orders.

Topics

• Forms • NX • Order Validation • Physician Order Validation

Acceptance Tests

AV-79747 Summary | Details

OE NX - Order Validation

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Orders This Episode
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

Select "Client A" and access the Order Entry Console.
Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
Set the 'Dose' field to "1".
Select "TABLET" from the 'Dose Unit' field.
Select "AS NEEDED" from the 'Freq' field.
Set the 'Duration' field to "11" and click [Days].
Validate the 'Days Supply' field contains "11".
Select "Tablet" from the 'Dispense Qty' Unit field.
Click [Add to Scratchpad].
Search for and select "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the 'New Order' field.
Set the 'Dose' field to "1".
Select "TABLET" from the 'Dose Unit' field.
Select "AS NEEDED" from the 'Freq' field.
Set the 'Duration' field to "28" and click [Days].
Validate the 'Days Supply' field contains "28".
Select "Capsule" from the 'Dispense Qty' Unit field.
Click [Add to Scratchpad].
Set the 'Ordering Practitioner' field to the Practitioner associated to the user who will validate the orders.
Click [Sign].
Validate the 'Order grid' contains the order "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE1 TABLET, AS NEEDED" and the 'Order Status' contains "Requires Validation".
Validate the 'Order grid' contains the order "ADVIL 200 MG ORAL 1 TABLET, AS NEEDED" and the 'Order Status' contains "Requires Validation".
Log out of the application and log back in as User B.
Access the 'Physician Order Validation' form.
Validate the 'Filter By Selected Responsible Practitioner (Optional)' field contains the practitioner associated to the currently logged in user.
Select "(No Filtering)" from the 'Filter By Selected Responsible Practitioner (Optional)' field.
Validate the 'Filter By Team as Responsible Practitioner (Optional)' field contains "(No Filtering)".
Validate the 'Filter by Practitioner Within Selected Team as Responsible Practitioner' field is disabled.
Select "Team A" from the 'Filter By Team as Responsible Practitioner (Optional)' field.
Select in the 'Filter by Practitioner Within Selected Team as Responsible Practitioner' field the practitioner who was selected to validate the orders.
Validate the 'Filter By Selected Responsible Practitioner (Optional)' field contains "(No Filtering)".
Click [Select Clients] and select "Client A".
Click [OK].
Click [Select Orders To Validate].
Select " ADVIL 1 TABLET " and click [OK].
Click [Validate Selected Orders Using Default Values] and click [OK].
Validate the 'Details of Selected Orders' field is in view-only mode.
Select "Client A" and access the Order Entry Console.
Validate the 'Order grid' contains the order "ADVIL 200 MG ORAL 1 TABLET, AS NEEDED" and the 'Order Status' contains "Active"
Set the 'Enable filters in Order Validation forms' registry setting must be set to "U&P", "T" must be removed.
Log out of the application and log back in.
Access the 'Physician Order Validation' form.
Validate the 'Filter By Selected Responsible Practitioner (Optional)' field contains the practitioner associated to the currently logged in user.
Validate the 'Filter By Team as Responsible Practitioner (Optional)' field is hidden.
Validate the 'Filter by Practitioner Within Selected Team as Responsible Practitioner' field is hidden.
Select "(No Filtering)" from the 'Filter By Selected Responsible Practitioner (Optional)' field.
Select in the 'Filter By Selected Responsible Practitioner (Optional)' field the practitioner who was selected to validate the orders.
Click [Select Clients] and select "Client A".
Click [OK].
Click [Select Orders To Validate].
Select "PRILOSEC 1 TABLET" and click [OK].
Click [Validate Selected Orders Using Default Values] and click [OK].
Validate the 'Details of Selected Orders' field is in view-only mode.
Select "Client A" and access the Order Entry Console.
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

Access the 'Order Validation' form
Validate all clients are selected upon entering the form.
Validate changing the filters at the top of the form change the clients available in the 'Select Clients' list.
Click [View] for any individual row in the 'Select Orders to Validate' grid.
Validate order information for the selected order displays in the 'Details of Selected Orders' field.
Click [Display Details for All Selected Orders].
Validate the 'Details of Selected Orders' field contains information for all selected orders.
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

Access the 'Order Validation' form.
Select "Client A" in the 'Select Client' field.
Validate that all orders are selected and click [Validate Selected Orders].
Validate that a 'Validated' message is received and click [OK].
Select "Client B" and validate all orders are selected.
Click [Display Details for All Selected Orders].
Validate that the details for the orders selected are displayed in the 'Details of Selected Orders' field.
Click [Select/Deselect All Orders] and click [Display Details for All Selected Orders].
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

Select "Client "A and access the Order Entry Console.
Create a pharmacy order "Order A".
Modify "Order A".
Access the 'Physician Order Validation' form as "User B"
Select "Client A" and click [Select Orders to Validate].
Validate there is only one order available to be validated.
Select the order and click [Validate Selected Orders Using Default Values].
Log into the application as a user that requires validation.
Select "Client A" and access the Order Entry Console.
Modify the now validated "Order A".
Discontinue the new order.
Access the 'Physician Order Validation' form as "User B"
Select "Client A" and click [Select Orders to Validate].
Validate there are two orders that have both been discontinued.
Select both orders and click [Validate Selected Orders Using Default Values].
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

Select "Client "A and access the Order Entry Console.
Create a pharmacy order "Order A".
Modify "Order A".
Access the 'Order Validation' form as "User B"
Select "Client A" and validate there is only one order available to be validated.
Select the order and click [Validate Selected Orders].
Validate the order has been validated.
Log into the application as a user that requires validation.
Select "Client A" and access the Order Entry Console.
Modify the now validated "Order A".
Discontinue the new order.
Access the 'Order Validation' form as "User B"
Select "Client A" and validate there are two orders that have both been discontinued.
Select both orders and click [Validate Selected Orders].
Validate both orders have been validated.

Topics

• Forms • NX • Order Validation • Physician Order Validation