OE NX - Order Entry Console - Copy SSI Instr. into 'Directions' field.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Order Code Setup
- Orders This Episode
- Sliding Scale Insulin Template Setup
- Order Entry Console
- Registry Settings (PM)
Scenario 1: OE NX - Orders This Episode - external pharmacy mode - Creating a SSI order with a variable template with 'Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)" = "N"
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
- Select "Client A" and access the Order Entry Console.
- Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
- Click [Sliding Scale Instructions].
- Validate the 'Sliding Scale Insulin Instructions' dialog is displayed.
- Select "Template 1" and click [Save].
- Select "3 TIMES A DAY" in the 'Freq' field.
- Set the 'Duration' field to "28" and click [Days].
- Validate the 'Days Supply' field contains "28".
- Set the 'Dispense Qty' field to "1".
- Select "Unspecified" in the 'Dispense Qty Unit' field.
- 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.".
- Validate the 'Directions' field contains "See sliding scale instructions".
- Click [Add to Scratchpad].
- 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.".
- Click [Final Review].
- 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".
- Select "eRX" in 'Output' and click [Sign].
- 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."
Scenario 2: OE NX - Orders This Episode - external pharmacy mode - Creating a SSI order with a variable template with 'Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)" = "Y"
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 "Y".
- 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
- Select "Client A" and access the Order Entry Console.
- Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
- Click [Sliding Scale Instructions].
- Validate the 'Sliding Scale Insulin Instructions' dialog is displayed.
- Select "Template 1" and click [Save].
- Select "3 TIMES A DAY" in the 'Freq' field.
- Populate all remaining required fields.
- Validate the 'Addl Instructions' field contains period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner" and that all Sliding Scale Instructions are displayed.
- Validate the 'Directions' field contains period column names of "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" and that all Sliding Scale Instructions are displayed.
- Click [Add to Scratchpad].
- Validate the 'Scratchpad' contains "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION 3 TIMES A DAY Addl Instructions: with period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner" and that all Sliding Scale Instructions are displayed.
- Click [Final Review].
- Validate the 'Final Review' dialog is displayed and contains the following information in the 'Order Details' cell: "HumaLOG 100 UNITS/1 ML Solution with all Sliding Scale instructions displayed with period column names "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" Days Supply: 28 Number of Refills: 0 Dispense Quantity: 2 Unspecified Substitution Allowed Written Date: Date order was created".
- Select "eRX" in 'Output' and click [Sign].
- Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTION 3 TIMES A DAY" with 'Addl Instructions' that contain all Sliding Scale Instructions and utilizes period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner"
Scenario 3: OE NX - Admission Med Rec - external pharmacy mode - Creating a SSI order with a variable template with 'Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)" = "Y"
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 "Y".
- 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
- Select "Client A" and access the Order Entry Console.
- Select the 'Home Medications' tab.
- Uncheck the 'Client Reported' checkbox.
- Search for and select "HumaLOG 100 UNITS/1 ML Solution Injection" in the 'New Order' field.
- Set the 'Dose' field to "1".
- Select "Unit" in the 'Dose Unit' field.
- Select "As Needed" in the 'Frequency' field.
- Populate all remaining required fields.
- Validate the 'Directions' field contains "Inject one (1) unit injection as needed".
- Click [Add to Scratchpad] and [Final Review].
- Click the 'Pharmacy Search magnifying glass' in the 'Pharmacy' column
- Search for and select any pharmacy and click [Select].
- Select "eRX" in 'Output' and click [Sign].
- Check the 'Medication history reviewed and completed for Episode # 1' checkbox.
- Select the 'Admission Reconciliation' tab.
- Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "HumaLOG 100 UNITS/1 ML INJECTION Solution Inject one (1) unit injection as needed (Refills: 0, Disp. Qty: 1 Unspecified)".
- Select the order in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
- Validate the order is displayed in the 'Inpatient Medications Scratchpad' with a red flag in 'Action'.
- Select the order from the 'Scratchpad'.
- Validate the 'Dose' field contains "1".
- Validate the 'Dose Unit' field contains "Unit".
- Validate the 'Freq' field contains "As Needed".
- Click [Sliding Scale Instructions].
- Validate the 'Sliding Scale Insulin Instructions' dialog is displayed.
- Select "Template 1" and click [Save].
- Populate all remaining required fields.
- Validate the 'Addl Instructions' field contains period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner" and that all Sliding Scale Instructions are displayed.
- Validate the 'Directions' field contains period column names of "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" and that all Sliding Scale Instructions are displayed.
- Click [Update Order].
- Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
- Click [Sliding Scale Instructions].
- Validate the 'Sliding Scale Insulin Instructions' dialog is displayed.
- Select "Template 1" and click [Save].
- Select "3 TIMES A DAY" in the 'Freq' field.
- Populate all remaining required fields.
- Validate the 'Addl Instructions' field contains period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner" and that all Sliding Scale Instructions are displayed.
- Validate the 'Directions' field contains period column names of "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" and that all Sliding Scale Instructions are displayed.
- Click [Add to Scratchpad].
- Validate the 'Scratchpad' contains the following:
- "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION 3 TIMES A DAY Addl Instructions: will display all Sliding Scale Instructions with period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner".
- "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION 3 TIMES A DAY Addl Instructions: will display all Sliding Scale Instructions with period column names of "Unit(s) Before Breakfast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Dinner".
- Click [Reconcile & Review].
- Validate an 'Interaction' dialog is displayed.
- Override all interactions and click [Save Override and Exit].
- Validate the 'Final Review' dialog is displayed and contains the following information in the 'Order Details' cell:
- "HumaLOG 100 UNITS/1 ML Solution with all Sliding Scale Instructions displayed utilizing the period column names of "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" and Days Supply: 28 Number of Refills: 0 Dispense Quantity: 2 Unspecified Substitution Allowed Written Date: Date the order was created".
- "HumaLOG 100 UNITS/1 ML Solution with all Sliding Scale Instructions displayed utilizing the period column names of "Unit(s) B4 B-fast", "Unit(s) Before Lunch-this is a test", and "Unit(s) Before Supper" and Days Supply: 28 Number of Refills: 0 Dispense Quantity: 1 Unspecified Substitution Allowed Written Date: Date the order was created".
- Select "eRX" for both orders and click [Sign].
- Validate the 'Admission Reconciliation' tab is in view-only mode.
Scenario 4: OE NX - Admission Med Rec - external pharmacy mode - Creating a SSI order with a variable template with 'Copy SSI Instr. into 'Directions' in OE Console (OTE in external pharmacy mode)" = "N"
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
- Select "Client A" and access the Order Entry Console.
- Select the 'Home Medications' tab.
- Uncheck the 'Client Reported' checkbox.
- Search for and select "HumaLOG 100 UNITS/1 ML Solution Injection" in the 'New Order' field.
- Set the 'Dose' field to "1".
- Select "Unit" in the 'Dose Unit' field.
- Select "As Needed" in the 'Frequency' field.
- Populate all remaining required fields.
- Validate the 'Directions' field contains "Inject one (1) unit injection as needed".
- Click [Add to Scratchpad] and [Final Review].
- Click the 'Pharmacy Search magnifying glass' in the 'Pharmacy' column
- Search for and select any pharmacy and click [Select].
- Select "eRX" in 'Output' and click [Sign].
- Check the 'Medication history reviewed and completed for Episode # 1' checkbox.
- Select the 'Admission Reconciliation' tab.
- Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "HumaLOG 100 UNITS/1 ML INJECTION Solution Inject one (1) unit injection as needed (Refills: 0, Disp. Qty: 1 Unspecified)".
- Select the order in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
- Validate the order is displayed in the 'Inpatient Medications Scratchpad' with a red flag in 'Action'.
- Select the order from the 'Scratchpad'.
- Clear the 'Dose' and 'Dose Unit' fields
- Validate the 'Freq' field contains "As Needed".
- Click [Sliding Scale Instructions].
- Validate the 'Sliding Scale Insulin Instructions' dialog is displayed.
- Select "Template 1" and click [Save].
- Populate all remaining required fields.
- 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.".
- Validate the 'Directions' field contains "See sliding scale instructions Inject one (1) unit injection as needed".
- Click [Update Order].
- Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
- Click [Sliding Scale Instructions].
- Validate the 'Sliding Scale Insulin Instructions' dialog is displayed.
- Select "Template 1" and click [Save].
- Select "3 TIMES A DAY" in the 'Freq' field.
- Set the 'Duration' field to "28" and click [Days].
- Populate all remaining required fields.
- 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.".
- Validate the 'Directions' field contains "See sliding scale instructions".
- Click [Add to Scratchpad].
- 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."
- Click [Reconcile & Review].
- Validate an 'Interaction' dialog is displayed.
- Override all interactions and click [Save Override and Exit].
- 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 Inject one (1) unit injection as needed Days Supply: 28 Number of Refills: 0 Dispense Quantity: 2 Unspecified Substitution Allowed Written Date: date the order was created".
- "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".
- Select "eRX" for both orders and click [Sign].
- Validate the 'Admission Reconciliation' tab is in view-only mode.
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Topics
• NX
• Order Entry Console
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