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Avatar OE 2023 Monthly Release 2023.03.01 Acceptance Tests

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Update 9 Summary | Details
Order Entry Console (Orders This Episode section (when in external pharmacy mode) and Home Medications section) - Validation
Scenario 1: OE NX - Orders This Episode - Validate Order Actions - New Order, Modify, Reorder, Copy, and DC
Specific Setup:
  • Two users must exist. One whose actions require validation and who is not associated with a practitioner (User A) and one whose actions do not require validation, who can validate others orders, and who is associated with a practitioner. (User B)
  • A client must have an active 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. Log into the application as "User A".
  2. Select "Client A" and access the Order Entry Console.
  3. Search for and select any pharmacy-type order code in the 'New Order' field
  4. Populate all required fields.
  5. Click [Add to Scratchpad].
  6. Set the 'Ordering Practitioner' field to the practitioner associated with "User B".
  7. Click [Final Review].
  8. Validate the 'Interactions' dialog is displayed.
  9. Override all interactions and click [Save Override and Exit].
  10. Validate the 'Final Review' dialog is displayed.
  11. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  12. Validate the new order is displayed with an 'Order Status' of "Requires Validation(User B - Create New Order)".
  13. Log out of the application.
  14. Log into the application as "User B".
  15. Select "Client A" and access the Order Entry Console.
  16. Select the order that requires validation and click [Validate].
  17. Validate the 'Final Review' dialog is displayed.
  18. Validate the 'Action' column is equal to "VALIDATE".
  19. Validate the 'Order Details' column contains "Action: NEW ORDER".
  20. Select "None" in the 'Output' field and click [Sign].
  21. Validate the order appears in the 'Order grid' with an 'Order Status' of "Active".
  22. Log out of the application.
  23. Log into the application as "User A".
  24. Select "Client A" and access the Order Entry Console.
  25. Select the order in the 'Order grid' and click [Modify].
  26. Set the 'Start Date' field to a date that is twenty six days in the past and click [Add to Scratchpad].
  27. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  28. Click [Final Review].
  29. Validate the 'Interactions' dialog is displayed.
  30. Override all interactions and click [Save Override and Exit].
  31. Validate the 'Final Review' dialog is displayed.
  32. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  33. Validate the new order is displayed with an 'Order Status' of "Requires Validation(User B - Create New Order)".
  34. Log out of the application.
  35. Log into the application as "User B".
  36. Select "Client A" and access the Order Entry Console.
  37. Select the order that requires validation and click [Validate].
  38. Validate the 'Final Review' dialog is displayed.
  39. Validate the 'Action' column is equal to "VALIDATE".
  40. Validate the 'Order Details' column contains "MODIFY ORDER".
  41. Select "None" in the 'Output' field and click [Sign].
  42. Validate the order appears in the 'Order grid' with an 'Order Status' of "Active No Renew - Use Reorder".
  43. Log into the application as "User A".
  44. Select "Client A" and access the Order Entry Console.
  45. Select the order in the 'Order grid' and click [Reorder] and [Add to Scratchpad].
  46. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  47. Click [Final Review].
  48. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  49. Validate two orders are displayed in the 'Order grid' one with an 'Order Status' of "Requires Validation(User B - Create New Order)" and one with an 'Order Status' of "Active Reordered".
  50. Log out of the application.
  51. Log into the application as "User B".
  52. Select "Client A" and access the Order Entry Console.
  53. Select the order that requires validation and click [Validate].
  54. Validate the 'Final Review' dialog is displayed.
  55. Validate the 'Action' column is equal to "VALIDATE".
  56. Validate the 'Order Details' column contains "Action: REORDER".
  57. Select "None" in the 'Output' field and click [Sign].
  58. Validate the order appears in the 'Order grid' with an 'Order Status' of "Active".
  59. Log out of the application.
  60. Log into the application as "User A".
  61. Select "Client A" and access the Order Entry Console.
  62. Select the order in the 'Order grid' with an 'Order Status' of "Active" and click [Copy].
  63. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [No].
  64. Click [Add to Scratchpad].
  65. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  66. Click [Final Review].
  67. Validate the 'Interactions' dialog is displayed.
  68. Override all interactions and click [Save Override and Exit].
  69. Validate the 'Final Review' dialog is displayed.
  70. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  71. Validate the new order is displayed with an 'Order Status' of "Requires Validation(User B - Create New Order)".
  72. Log out of the application.
  73. Log into the application as "User B".
  74. Select "Client A" and access the Order Entry Console.
  75. Select the order that requires validation and click [Validate].
  76. Validate the 'Final Review' dialog is displayed.
  77. Validate the 'Action' column is equal to "VALIDATE".
  78. Validate the 'Order Details' column contains "Action: NEW ORDER".
  79. Select "None" in the 'Output' field and click [Sign].
  80. Validate the order appears in the 'Order grid' with an 'Order Status' of "Active".
  81. Log out of the application.
  82. Log into the application as "User A".
  83. Select "Client A" and access the Order Entry Console.
  84. Validate there are 3 orders in the 'Order grid'. Two have an 'Order Status' of "Active" and one has an 'Order Status' of "Active Reordered".
  85. Select the first order in the 'Order grid' with an 'Order Status' of "Active" and click [DC] and [Add to Scratchpad].
  86. Select the second order in the 'Order grid' with an 'Order Status' of "Active" and click [DC] and [Add to Scratchpad].
  87. Select the third order in the 'Order grid' that has an 'Order Status' of "Active Reordered" and click [DC] and [Add to Scratchpad].
  88. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  89. Click [Final Review].
  90. Validate that "Pending" is selected by default in the 'Output' column for each order and click [Sign].
  91. Log out of the application.
  92. Log into the application as "User B".
  93. Select "Client A" and access the Order Entry Console.
  94. Select "Discontinued" in the 'Status' field.
  95. Select the first, second, and third order that requires validation while holding the Ctrl key and click [Validate].
  96. Validate that all orders have been validated and contain an 'Order Status' of "Discontinued".
Scenario 2: OE NX - Home Medications - Validate Order Actions - New Order, Modify, Reorder, and DC
Specific Setup:
  • Two users must exist. One whose actions require validation and who is not associated with a practitioner (User A) and one whose actions do not require validation, who can validate others orders, and who is associated with a practitioner. (User B)
  • A client must have an active inpatient episode.
  • “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. Log into the application as "User A".
  2. Select "Client A" and access the Order Entry Console.
  3. Click the 'Home Medications' tab.
  4. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  5. Search for and select any medication in the 'New Order' field
  6. Populate all required fields.
  7. Click [Add to Scratchpad] and [Final Review].
  8. Validate the 'Final Review' dialog is displayed.
  9. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  10. Select "Pending" in the 'Status' field.
  11. Validate the new order is displayed.
  12. Log out of the application.
  13. Log into the application as "User B".
  14. Select "Client A" and access the Order Entry Console.
  15. Click the 'Home Medications' tab.
  16. Select "Pending" in the 'Status' field.
  17. Select the pending order and click [Validate].
  18. Validate the 'Final Review' dialog is displayed.
  19. Validate the 'Action' column is equal to "VALIDATE".
  20. Validate the 'Order Details' column contains "Action: NEW ORDER".
  21. Select "None" in the 'Output' field and click [Sign].
  22. Select "Active" in the 'Status' field.
  23. Validate the order is displayed with a 'Order Status' of "Active".
  24. Log into the application as "User A".
  25. Select "Client A" and access the Order Entry Console.
  26. Click the 'Home Medications' tab.
  27. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  28. Select the medication in the list of current medications and click [Modify].
  29. Select a different value in the 'Frequency' field and click [Add to Scratchpad] and [Final Review].
  30. Validate the 'Final Review' dialog is displayed.
  31. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  32. Select "Pending" in the 'Status' field.
  33. Validate the new order is displayed.
  34. Log out of the application.
  35. Log into the application as "User B".
  36. Select "Client A" and access the Order Entry Console.
  37. Click the 'Home Medications' tab.
  38. Select "Pending" in the 'Status' field.
  39. Select the pending order and click [Validate].
  40. Validate the 'Final Review' dialog is displayed.
  41. Validate the 'Action' column is equal to "VALIDATE".
  42. Validate the 'Order Details' column contains "Action: MODIFY ORDER".
  43. Select "None" in the 'Output' field and click [Sign].
  44. Select "Active" in the 'Status' field.
  45. Validate the order is displayed with a 'Order Status' of "Active".
  46. Log into the application as "User A".
  47. Select "Client A" and access the Order Entry Console.
  48. Click the 'Home Medications' tab.
  49. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  50. Select the medication in the list of current medications and click [Reorder].
  51. Click [Add to Scratchpad] and [Final Review].
  52. Validate the 'Final Review' dialog is displayed.
  53. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  54. Select "Pending" in the 'Status' field.
  55. Validate the new order is displayed.
  56. Log out of the application.
  57. Log into the application as "User B".
  58. Select "Client A" and access the Order Entry Console.
  59. Click the 'Home Medications' tab.
  60. Select "Pending" in the 'Status' field.
  61. Select the pending order and click [Validate].
  62. Validate the 'Final Review' dialog is displayed.
  63. Validate the 'Action' column is equal to "VALIDATE".
  64. Validate the 'Order Details' column contains "Action: REORDER".
  65. Select "None" in the 'Output' field and click [Sign].
  66. Select "Active" in the 'Status' field.
  67. Validate the order is displayed with a 'Order Status' of "Active".
  68. Log into the application as "User A".
  69. Select "Client A" and access the Order Entry Console.
  70. Click the 'Home Medications' tab.
  71. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
  72. Select the medication in the list of current medications and click [D/C].
  73. Select any value in the 'Discontinue Reason' field and click [Add to Scratchpad] and [Final Review].
  74. Validate the 'Final Review' dialog is displayed.
  75. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
  76. Select "Pending" in the 'Status' field.
  77. Validate the new order is displayed.
  78. Log out of the application.
  79. Log into the application as "User B".
  80. Select "Client A" and access the Order Entry Console.
  81. Click the 'Home Medications' tab.
  82. Select "Pending" in the 'Status' field.
  83. Select the pending order and click [Validate].
  84. Validate the 'Final Review' dialog is displayed.
  85. Validate the 'Action' column is equal to "VALIDATE".
  86. Validate the 'Order Details' column contains "Action: DISCONTINUE ORDER".
  87. Select "None" in the 'Output' field and click [Sign].
  88. Select "Active" in the 'Status' field.
  89. Select "Discontinue" from the 'Status' field.
  90. Validate the order is displayed with an 'Order Status' of "Discontinued".
Topics
• Order Entry Console • NX
Update 18 Summary | Details
Medication Regimen Review Due
Scenario 1: NX - Medication Regimen Review Due To Do's
Steps

Internal Testing Only
Topics
• NX
Update 24 Summary | Details
OE NX - Home Medications and Discharge Med Reconciliation
Scenario 1: OE NX - Home Medications - Create new prescription with long wait in Scratchpad
Specific Setup:
  • A client must have two episodes. Episode 1 whose program or unit are configured in the 'External Pharmacy Setup' form and Episode 2 in a program which is not mapped to an OrderConnect Agency in the 'OrderConnect Facility/Agency Definition' 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. Select "Episode #1" in the 'Episode Header'.
  3. Select a value in the 'Program' field, which is below the 'Scratchpad'.
  4. Uncheck the 'Reported' checkbox.
  5. Search for and select a medication.
  6. Populate all required fields and click [Add to Scratchpad] and [Final Review].
  7. Validate the 'Final Review' dialog is displayed.
  8. Select "None" in the 'Output' column and click [Sign].
  9. Validate the medication appears in the list of current medications.
  10. Select the order and click [Reorder]
  11. Click [Add to Scratchpad].
  12. Do not touch this instance of Avatar for over 20 minutes.
  13. Once the 20 minutes is up click [Final Review]
  14. Validate the 'Final Review' dialog is displayed.
  15. Select "None" in the 'Output' column and click [Sign].
  16. Validate the order displays in the 'Order grid'.
OE NX - Admission Med Reconciliation
Scenario 1: OE NX - Admission Med Reconciliation - Pre-admit episode to Inpatient episode - Finalize for Admission
Specific Setup:
  • A client must be admitted into a pre-admit episode.(Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Orders This Episode' tab.
  3. Search for and select any pharmacy-type order code in the 'New Order' field.
  4. Populate all required fields and click [Add to Scratchpad].
  5. Search for and select any other pharmacy-type order code in the 'New Order' field.
  6. Populate all required fields and click [Add to Scratchpad] and [Sign].
  7. Validate an 'Interaction' dialog is displayed.
  8. Override all interactions and click [Save Override and Exit].
  9. Select the 'Home Medications' tab.
  10. Select any value in the 'Program' field.
  11. Validate the 'Reported' checkbox is checked.
  12. Search for and select any non-controlled medication in the 'New Order' field.
  13. Populate the 'Dose' and 'Frequency' fields and click [Save].
  14. Click the 'Medication history reviewed and completed for Episode #1' checkbox.
  15. Select the 'Admission Reconciliation' tab.
  16. Select the order in the 'Home Medications (Pre-Admission)' grid and click [Add to Scratchpad].
  17. Select the new order in the 'Inpatient Medications Scratchpad'.
  18. Set the 'Dose' field to "1".
  19. Select "Tablet" in the 'Dose Unit' field.
  20. Set the 'Duration' field to "28" and click [Days].
  21. Click [Update Order] and [Hold In Pending Status].
  22. Validate an 'Interactions' dialog is displayed.
  23. Override all interactions and click [Save Override and Exit].
  24. Select the 'Orders This Episode' tab.
  25. Click 'myDay'.
  26. Access the 'Admission' form and select "episode 1" for "Client A" and click [Edit].
  27. Select an inpatient program that is configured in the 'External Pharmacy Setup' form.
  28. Click the 'Inpatient/Partial/Day Treatment' section and select a value in the 'Unit', 'Room', 'Bed', and 'Room and Board Billing Code' field.
  29. Click [Submit].
  30. Access the Order Entry Console.
  31. Select the 'Admission Reconciliation' tab.
  32. Select any other client in the 'My Clients' widget.
  33. Select "Client A".
  34. Select the 'Admission Reconciliation' tab.
  35. Click [Edit Pending Reconciliation].
  36. Validate a warning message is displayed and click [OK].
  37. Select the order in the 'Inpatient Medications Scratchpad' that has an action of "ADD".
  38. Populate any required fields and click [Update Order] and [Hold in Pending Status].
  39. Validate an 'Interactions' dialog is displayed.
  40. Override all interactions and click [Save Override and Exit].
  41. Click [Activate for Reconciliation]
  42. Validate that all values in the 'Output' field are enabled.
  43. Validate that "eRX" is selected by default.
  44. Click [Sign]
  45. Validate that 'Admission Reconciliation' is in view-only mode.
Topics
• Order Entry Console • NX
Update 27 Summary | Details
OE NX - Order Entry Console (Admission Med Reconciliation section) - Composite Order Codes Carry Forward to 'Inpatient Medications Scratchpad'
Scenario 1: Order Entry Console - Admission Med Reconciliation - Composite Order Codes Carry Forward to Inpatient Medications Scratchpad
Specific Setup:
  • 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 and back into the application after the above configuration has been completed.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Access the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' checkbox.
  4. Search for and select "sodium benzoate-sodium phenylacetate 10%-10% Solution Intravenous" in the 'New Order' field.
  5. Set the 'Dose' field to "1".
  6. Select "3 TIMES A DAY" in the 'Frequency' field.
  7. Set the 'Days Supply' field to "25".
  8. Set the 'Dispense Qty' field to "75".
  9. Select "Gram" from the 'Dispense Qty Unit' field.
  10. Validate the 'Directions' field contains "Inject one (1) gram intravenously three times a day".
  11. Click [Add to Scratchpad] and [Final Review].
  12. Validate the 'Final Review' dialog is displayed and click [Sign].
  13. Validate the 'Order grid' contains the order "sodium benzoate-sodium phenylacetate 10%-10% INTRAVENOUS Solution Inject one (1) gram intravenously three times a day".
  14. Check the 'Medication history reviewed and completed for Episode #1' checkbox.
  15. Access the 'Admission Reconciliation' tab.
  16. Validate the 'Home Medications (Pre-Admission)' grid contains the order for "sodium benzoate-sodium phenylacetate 10%-10% INTRAVENOUS Solution Inject one (1) gram intravenously three times a day".
  17. Select the order and click [Add to Scratchpad].
  18. Validate the 'Inpatient Medications Scratchpad' contains the order for "sodium benzoate-sodium phenylacetate 10%-10% INTRAVENOUS Solution".
  19. Select the order in the 'Inpatient Medications Scratchpad'.
  20. Validate the 'Dose' field contains "1".
  21. Validate the 'Dose Unit' field contains "Gram".
  22. Validate the ‘Freq’ field contains "3 TIMES A DAY".
  23. Set the ’Duration’ field to "28" and click [Days].
  24. Validate the 'Days Supply' field contains "28".
  25. Validate the 'Dispense Qty' field contains "84".
  26. Select "Gram" from the 'Dispense Quantity Unit' field.
  27. Validate the 'Directions' field contains "Inject one (1) gram intravenously three times a day".
  28. Click [Update Order] and [Reconcile & Review].
  29. Validate the 'Interactions' dialog is displayed.
  30. Override all interactions and click [Sign]
  31. Validate the 'Admission Reconciliation' tab is in view-only mode.
Topics
• Order Entry Console
 

Avatar_OE_2023_Monthly_Release_2023.03.01_Details.csv