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Avatar OE 2023 Quarterly Release 2023.01 Acceptance Tests

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Update 1 Summary | Details
Avatar OE 2023 is Installed
Scenario 1: Validate Upgrading Avatar OE 2022 to 2023 is successful when 2022.04.00 is loaded
Specific Setup:
  • Latest Monthly Release is installed.
Steps
  1. Open the "Product Updates" form.
  2. Select the appropriate [Namespace] from the Application dropdown list
  3. Click [Select Update/Customization Pack].
  4. Browse to the location for the updates and select the Update 1.
  5. Click [OK] on the "File Upload Complete" window.
  6. Click [Review Update/Customization Pack Contents].
  7. Verify Update 1 is included.
  8. Click [Install Update/Customization Pack].
  9. Click [OK] when the install completes.
  10. Click [Close Form].
Topics
• Installation • Upgrade
Update 5 Summary | Details
OE NX - Home Medications - Send to Pharmacy
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console - Home Medications section - Order History dialog
Scenario 1: OE NX - Home Medications - Preferred Pharmacy - DEA Schedule associated with Order Code - Days Supply - Client Information on Final Review - 'Reason' and 'Disp. Qty' in 'Order Details' on 'Order grid'
Specific Setup:
  • Validate that "Client Reported" is checked in the 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Do NOT require 'Days Supply' in the Order Entry Console' registry setting must be set to "HM". This is the default value. Note: This is a Netsmart staff only registry setting, please contact your Netsmart representative to have this setting configured to a different value.
  • The 'Avatar PM->Client Information->Client Demographics->->->Age Display Format' registry setting must be set to "1", which is to not show a more detailed age.
  • Please log out of the application and log back in after completing the above configuration.
  • A frequency code must exist. (Frequency Code A)
  • 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. Select 'Home Medications'.
  3. Validate that "No selected pharmacy" and 'Change' with a search icon is displayed before the OrderConnect links.
  4. Click 'Change'.
  5. Validate that a 'Pharmacy Search' dialog is displayed.
  6. Set the 'Keyword' field to the name of a pharmacy that needs to be searched for.
  7. Ensure that the search criteria reads: Search Within "All" miles of "Patient Home".
  8. Click [Search]
  9. Validate that results are displayed.
  10. Select any pharmacy and click [Select & Make Preferred].
  11. Validate that the value selected now appears before 'Change' in the format of "Pharmacy Name - Address - Phone Number".
  12. Uncheck the 'Client Reported' checkbox.
  13. Set the 'New Order' field to "Xyrem 500 MG/1 ML Solution Oral (Schedule III)".
  14. Set the 'Dose' field to "1".
  15. Validate that the 'Dose Unit' field contains "Milliliter".
  16. Select 'Frequency Code A' from the 'Frequency' field.
  17. Select any value in the 'Diagnosis' field.
  18. Validate that 'Refills' contains "0".
  19. Validate that the 'Days Supply' field is not required and enabled.
  20. Set the 'Days Supply' field to "30"
  21. Validate that the 'Dispense Qty' field contains "30".
  22. Select "Milliliter" in the 'Dispense Qty Unit' field.
  23. Validate that the 'Start Date' contains the current date.
  24. Validate that the 'Stop Date' contains a date that is 30 days in the future of the 'Start Date'.
  25. Validate that the 'Directions' field contains "Take one (1) milliliter by mouth as needed".
  26. Validate that the 'Reason' field is required and enabled.
  27. Enter any value into the 'Reason' field. (ex. To help with withdrawal)
  28. Click [Add to Scratchpad]
  29. Validate that the 'Scratchpad' contains the new order with "ADD" in the 'Action' column.
  30. Validate that 'Order' contains: Xyrem 500 MG/1ML Solution Oral (Schedule III) - Take one (1) milliliter by mouth as needed (Refills: 0, Dispense Quantity: 30)
  31. Click [Final Review]
  32. Validate that the 'Final Review' dialog is displayed.
  33. Validate that 'Client Information' contains:
  34. Name: Last Name, First Name
  35. DOB: ##/##/####
  36. Age: in years
  37. Address: Street, Apt or Suite, City, State, Zip code
  38. Home Phone: ###-###-####
  39. Mobile Phone: ###-###-####
  40. Work Phone: ###-###-####
  41. Height: ## in (Date information was entered)
  42. Weight: ### lbs (Date information was entered)
  43. Validate that 'Order Details' contains a post-it note and that it contains: Xyrem 500 MG/1 ML Solution (Schedule III) - Take one (1) milliliter by mouth as needed - Days Supply: 30 - Number of Refills: 0 - Total # of Rx Fills Approved: 1 - Dispense Quantity: 30 Milliliter - Substitution Allowed - Written Date: [Date the order was written] - Reason: To help with withdrawal
  44. Click [Sign].
  45. Validate that the 'Order grid' contains the order for "Xyrem" with the following in 'Order Details': Xyrem 500 mg/1 ML ORAL Solution (Schedule III) - Take one (1) milliliter by mouth as needed (Refills: 0, Disp. Qty: 30 Milliliter) - Reason: To help with withdrawal.
  46. Click [View] from the 'History' column.
  47. Validate that the fields at the top of the dialog are all populated with the correct information.
Topics
• NX
Update 7 Summary | Details
Discharge Medication Report - 'Frequency Code' change after eMAR administration.
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 - 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: For testing purposes the time that this test occurred was after 09:00 AM and before 09:00 PM.
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. Select "EVERY 4 HOURS" from the 'Freq' field.
  4. Populate the required fields.
  5. Click [Add to Scratchpad].
  6. Search for and select "RITALIN 10 MG TABLET ORAL" in the 'New Order' field.
  7. Set the 'Dose' field to "1".
  8. Select "TABLET" from the 'Dose Unit' field.
  9. Select "TWICE A DAY" from the 'Freq' field.
  10. Validate the 'First Dose Date' field contains the current date.
  11. Validate the 'First Dose Time' field contains either "09:00 AM" or "09:00 PM" depending on the current time and hours of administration.
  12. Set the 'Duration' field to "14" and click [Days].
  13. Click [Add to Scratchpad] and [Sign].
  14. The 'Interactions' dialog may be displayed.
  15. Override all interactions and click [Save Override and Exit].
  16. Validate the 'Order grid' contains an order for "RITALIN 10 MG ORAL TABLET (Schedule II)" and "XANAX 1 MG ORAL TABLET (Schedule IV)".
  17. Access the ‘eMAR’ widget.
  18. Click 'Click here to provide override reason'.
  19. Validate the 'Wristband Scan Override' dialog is displayed.
  20. Select any value in the 'Please provide a reason for not scanning the client wristband' field
  21. Set the 'Other Reason' field to any value and click [Ok].
  22. Validate an order for "RITALIN 10 MG ORAL TABLET" is displayed with a dashed line in the first cell and "2100" in the second cell 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.
  23. Select the "2100" cell under the current date for the "RITALIN 10 MG ORAL TABLET" order and click [Administer].
  24. Perform 'Order Acknowledgement' and 'Client Education'.
  25. Validate the 'Administration Date/Time' fields contains the current date and time.
  26. Set the 'Med ID' field to the NDC# for "RITALIN 10 MG ORAL TABLET".
  27. Validate the 'Qty' field is equal to "1".
  28. Validate the 'Unit' field is equal to "TABLET".
  29. Select a successful administration event in the 'Administration Event' field.
  30. Check the 'Accept administration information entered' checkbox and click [Ok].
  31. 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.
  32. Select the first cell under the current date for the "XANAX 1 MG ORAL TABLET" order and click [Administer].
  33. Perform 'Order Acknowledgement' and 'Client Education'.
  34. Validate the 'Administration Date/Time' fields contains the current date and time.
  35. Set the 'Med ID' field to the NDC# for "XANAX 1 MG ORAL TABLET".
  36. Validate the 'Qty' field is equal to "1".
  37. Validate the 'Unit' field is equal to "TABLET".
  38. Select a successful administration event in the 'Administration Event' field.
  39. Check the 'Accept administration information entered' field and [Ok].
  40. 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".
  41. Access the Order Entry Console.
  42. Select the 'Discharge Reconciliation' tab.
  43. Select the first order from 'Inpatient Medications' and click [Add to Scratchpad As Rx].
  44. Select the second order from 'Inpatient Medications' and click [Add to Scratchpad As Rx].
  45. Select the first order from 'Home Medications Scratchpad (Post-Discharge)'.
  46. Validate the 'New Order' field contains "Ritalin 10 MG Oral Tablet (Schedule II)".
  47. Populate the required fields and click [Update Order].
  48. Select the second order from 'Home Medications Scratchpad (Post-Discharge)'.
  49. Validate the 'New Order' field contains "Xanax 1 MG Oral Tablet (Schedule IV)".
  50. Select "EVERY 6 HOURS" from the 'Freq' field.
  51. Populate the required fields and click [Update Order].
  52. Search for and select "Zyflo 600 MG Tablet Oral" in the 'New Order' field.
  53. Populate the required fields and click [Add to Scratchpad].
  54. Validate 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Zyflo 600 MG Tablet Oral.
  55. Validate that the "Ritalin", "Xanax", and "Zyflo" orders have a status of "ADD", "ADD", and "NEW" respectively in the 'Action' column.
  56. Click [Review and Sign].
  57. Validate the 'Final Review' dialog is displayed.
  58. Select "None" in 'Output' for all orders and click [Sign].
  59. Click [Print Report]
  60. Verify the 'Discharge Medications Report' is displayed.
  61. Click [Go To Next Page].
  62. Validate the report contains "Ritalin 10 MG Tablet Oral" in the 'ACTIVE MEDICATIONS LIST' with a 'Last Given' time of the current date and the administration time that the successful administration took place and a 'Next Due' date tomorrow's date at "09:00 AM".
  63. Validate the report contains "Xanax 1 MG Tablet Oral" in the 'ACTIVE MEDICATIONS LIST' with a 'Last Given' time of the current date and the administration time that the successful administration took place and a 'Next Due' that contains a line that can be written on.
  64. 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.
  65. Close the report.
Scenario 2: OE NX - Discharge Medications Report - 'Last Given' - 'Next Given' - two pharmacy-type orders, one with a Routine Frequency without admin times and one with a PRN frequency
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Create OE Discharge Order during Discharge Medication Reconciliation' registry setting must be set to "2".
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Internal Pharmacy Fills Discharge Orders' must be set to "Y".
  • 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->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are not required for Routine orders.” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Please log out of the application and log back in after completing the above configuration.
  • The following frequency codes must be configured to display on the 'Discharge Med Reconciliation' tab of the order entry console.
  • A non-interval routine frequency code of "4 Times a Day" without any administration times.(Frequency Code A)
  • A non-interval frequency code of "As Needed" without any administration times.(Frequency Code B)
  • 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 "ADVIL 200 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 "Frequency Code A" from the 'Freq' field.
  6. Set the 'Duration' field to "11" and click [Days].
  7. Click [Add to Scratchpad].
  8. Search for and select "Lisinopril et LISINOPRIL 20 MG Tablet ORAL" in the 'New Order' field.
  9. Set the 'Dose' field to "1".
  10. Select "TABLET" from the 'Dose Unit' field.
  11. Select "Frequency Code B" from the 'Freq' field.
  12. Set the 'Duration' field to "11" and click [Days].
  13. Click [Add to Scratchpad] and [Sign].
  14. Validate the 'Order grid' contains an order for "Advil" and "Lisinopril".
  15. Access the ‘eMAR’ widget.
  16. Validate that an order for "ADVIL" and "LISINOPRIL" are displayed with no administration times under the current date.
  17. Perform 'Order Acknowledgement' and 'Client Education' for both orders.
  18. Select the first cell under the current date for the "Advil" Order and click [Administer].
  19. Validate the 'Administration Date/Time' fields contains the current date and time.
  20. Set the 'Med ID' field to the NDC# for "ADVIL 200 MG TABLET ORAL".
  21. Validate the 'Qty' field is equal to "1".
  22. Validate the 'Unit' field is equal to "TABLET".
  23. Select a successful administration event in the 'Administration Event' field.
  24. Check the 'Accept administration information entered' checkbox and click [Ok].
  25. Validate the first cell under the current date for the "ADVIL 200 MG TABLET ORAL" order contains the amount administered and the time of administration.
  26. Select the first cell under the current date for the "LISINOPRIL 20 MG Tablet ORAL" order and click [Administer].
  27. Validate the 'Administration Date/Time' fields contains the current date and time.
  28. Set the 'Med ID' field to the NDC# for "Lisinopril et LISINOPRIL 20 MG Tablet ORAL".
  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 "LISINOPRIL 20 MG Tablet ORAL" order contains the amount administered and the time of administration.
  34. Access the Order Entry Console.
  35. Select the 'Discharge Reconciliation' tab.
  36. Validate that the "ADVIL" order and "LISINOPRIL" orders are displayed under the 'Inpatient Medications' order grid.
  37. Select both orders and click [Add to Scratchpad as Rx].
  38. Select the first order from 'Home Medications Scratchpad (Post-Discharge)'.
  39. Validate the 'New Order' field contains "ADVIL 200 MG TABLET ORAL".
  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 "LISINOPRIL 20 MG Tablet ORAL".
  43. Populate the required fields and click [Update Order].
  44. Click [Review and Sign].
  45. Validate the 'Final Review' dialog is displayed.
  46. Select "None" for both orders and click [Sign].
  47. Validate that 'Discharge Med Reconciliation' is in view-only mode.
  48. Click [Print Report]
  49. Verify the 'Discharge Medications Report' is displayed.
  50. Under 'Start These Medications' you will see the order for "Advil 200 MG Tablet Oral" and "Lisinopril 20 MG Tablet Oral".
  51. Go to the next page.
  52. Click [Go To Next Page].
  53. Validate the 'ACTIVE MEDICATIONS LIST' is displayed.
  54. Validate the 'Last Given' and 'Next Due' field are displayed.
  55. Validate the first medication is "ADVIL 200 MG TABLET ORAL" with a 'Last Given' that is equal to the eMAR administration date and time and a 'Next Due' with a blank line for information to be manually populated.
  56. Validate the second medication contains "LISINOPRIL 20 MG Tablet ORAL" with a 'Last Given' that is equal to the eMAR administration date and time and a 'Next Due' that is blank.
Scenario 3: OE NX - Discharge Medications Report - 'Last Given' - 'Next Given' - utilizing every nth day frequency codes that are not interval
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".
  • Please log out of the application and log back in after completing the above configuration.
  • The following non-interval frequency codes must be configured to display on the 'Discharge Med Reconciliation' tab of the order entry console.
  • A non-interval frequency code of "Every 4 Days" with an administration time at 09:00 PM. (Frequency Code A)
  • A non-interval frequency code of "Every 7 Days" with an administration time at 09:00 PM. (Frequency Code B)
  • A non-interval frequency code of "Every 14 Days" with an administration time at 09:00 PM. (Frequency Code C)
  • 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 "ADVIL 200 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 "Frequency Code A" from the 'Freq' field.
  6. Set the 'Duration' field to "11" and click [Days].
  7. Click [Add to Scratchpad].
  8. Search for and select "LISINOPRIL 20 MG Tablet ORAL" in the 'New Order' field.
  9. Set the 'Dose' field to "1".
  10. Select "TABLET" from the 'Dose Unit' field.
  11. Select "Frequency Code B" from the 'Freq' field.
  12. Set the 'Duration' field to "21" and click [Days].
  13. Click [Add to Scratchpad].
  14. Search for and select "RITALIN 20 MG TABLET ORAL (Schedule II)" in the 'New Order' field.
  15. Set the 'Dose' field to "1".
  16. Select "TABLET" from the 'Dose Unit' field.
  17. Select "Frequency Code C" from the 'Freq' field.
  18. Set the 'Duration' field to "30" and click [Days].
  19. Click [Add to Scratchpad] and [Sign].
  20. Validate the 'Order grid' contains an order for "ADVIL", "LISINOPRIL" and "RITALIN".
  21. Access the ‘eMAR’ widget.
  22. Validate an order for "ADVIL", "LISINOPRIL" and "RITALIN" are displayed with a "2100" cell under the current date for each order.
  23. Click the 'Click here to provider override reason' link.
  24. Select any value that does not require 'Other Reason' and click [Ok].
  25. Perform 'Order Acknowledgement' and 'Client Education' for all orders.
  26. Select the "2100" cell under the current date for the "ADVIL 200 MG TABLET ORAL" order and click [Administer].
  27. Validate the 'Administration Date/Time' fields contains the current date and time.
  28. Set the 'Med ID' field to the NDC# for the "ADVIL 200 MG TABLET ORAL".
  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. Click [View] and Validate the 'Warning Message' displays "This Administration Event is occurring outside the allowable administration window of 60 minutes for ADVIL".
  33. Select any value that does not require the 'Override Text' field and click [OK].
  34. Check the 'Accept administration information entered' checkbox and click [Ok].
  35. Validate the first cell under the current date for the "ADVIL 200 MG TABLET ORAL" order contains the amount administered and the time administered.
  36. Select the "2100" cell under the current date for the "LISINOPRIL 20 MG Tablet ORAL" order and click [Administer].
  37. Validate the 'Administration Date/Time' fields contains the current date and time.
  38. Set the 'Med ID' field to the NDC# for "LISINOPRIL 20 MG Tablet ORAL".
  39. Validate the 'Qty' field is equal to "1".
  40. Validate the 'Unit' field is equal to "TABLET".
  41. Select a successful administration event in the 'Administration Event' field.
  42. Click [View] and Validate the 'Warning Message' displays "This Administration Event is occurring outside the allowable administration window of 60 minutes for LISINOPRIL.".
  43. Select any value that does not require the 'Override Text' field and click [OK].
  44. Check the 'Accept administration information entered' field and [Ok].
  45. Validate the first cell under the current date for the "LISINOPRIL 20 MG Tablet ORAL" order contains the amount administered and the time administered.
  46. Select the "2100" cell under the current date for the "RITALIN 10 MG ORAL TABLET" order and click [Administer].
  47. Validate the 'Administration Date/Time' fields contains the current date and time.
  48. Set the 'Med ID' field to the NDC# for "RITALIN 10 MG ORAL TABLET".
  49. Validate the 'Qty' field is equal to "1".
  50. Validate the 'Unit' field is equal to "TABLET".
  51. Select a successful administration event in the 'Administration Event' field.
  52. Click [View] and Validate the 'Warning Message' displays "This Administration Event is occurring outside the allowable administration window of 60 minutes for RITALIN.".
  53. Select any value that does not require the 'Override Text' field and click [OK].
  54. Check the 'Accept administration information entered' field and [Ok].
  55. Validate the first cell under the current date for the "RITALIN 10 MG Tablet ORAL" order contains the amount administered and the time administered.
  56. Access the Order Entry Console.
  57. Select the 'Discharge Reconciliation' tab.
  58. Select the first order from 'Inpatient Medications' and click [Add to Scratchpad As Rx].
  59. Select the second order from 'Inpatient Medications' and click [Add to Scratchpad As Rx].
  60. Select the third order from 'Inpatient Medications' and click [Add to Scratchpad As Rx].
  61. Select the first order from the 'Home Medications Scratchpad (Post-Discharge)'.
  62. Validate the 'New Order' field contains "ADVIL 200 MG TABLET ORAL".
  63. Populate the required fields and click [Update Order].
  64. Select the second order from the 'Home Medications Scratchpad (Post-Discharge)'.
  65. Validate the 'New Order' field contains "LISINOPRIL 20 MG Tablet ORAL".
  66. Populate the required fields and click [Update Order].
  67. Select the third order from the 'Home Medications Scratchpad (Post-Discharge)'.
  68. Validate the 'New Order' field contains "RITALIN 20 MG TABLET ORAL (Schedule II)".
  69. Populate the required fields and click [Update Order].
  70. Click [Review and Sign].
  71. An 'Interactions' dialog may be displayed.
  72. Override the interactions and click [Save Override and Exit].
  73. Validate the 'Final Review' dialog is displayed, select "None" in 'Output' for all orders and click [Sign].
  74. Validate that 'Discharge Med Reconciliation' is in view-only mode.
  75. Click [Print Report]
  76. Verify the 'Discharge Medications Report' is displayed.
  77. Click [Go To Next Page].
  78. Validate the 'Last Given' and 'Next Due' fields are displayed.
  79. Validate the report contains "ADVIL 200 MG TABLET ORAL" in the 'ACTIVE MEDICATIONS LIST' with a 'Last Given' Date/Time from the eMAR successful administration time and a 'Next Due' with an administration date of 4 days in the future at 09:00PM.
  80. Validate the report contains "LISINOPRIL 20 MG Tablet ORAL" in the 'ACTIVE MEDICATIONS LIST' with a 'Last Given' Date/Time from the eMAR successful administration time and a 'Next Due' with an administration date of 7 days in the future at 09:00PM.
  81. Validate the report contains "RITALIN 20 MG TABLET ORAL (Schedule II)" in the 'ACTIVE MEDICATIONS LIST' with a 'Last Given' Date/Time from the eMAR successful administration time and a 'Next Due' with an administration date of 14 days in the future at 09:00PM.
Topics
• Order Entry Console • NX • Discharge Med Reconciliation
Update 8 Summary | Details
Order Entry Console - Enable Supplemental Diagnoses for Lab orders
Scenario 1: OE NX - Orders This Episode - Multiple Diagnosis on Lab Orders
Specific Setup:
  • Avatar OE 2023 Update 8, Avatar CareFabric 2023 Update 9, and Avatar NX Release 2023.03.00 are required in order to utilize full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Enable Supplemental Diagnoses for Lab Orders in OE Console (Orders This Episode)' registry setting must be set to "Y".
  • A lab-type order code must have an external lab vendor selected in the 'External Lab Definition' portion of the 'Order Code Setup' form. (Complete Blood Count)
  • 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 in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "Client A" must have two values filed in the 'Diagnosis' form. (Diagnosis A and Diagnosis B)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Complete Blood Count" in the 'New Order' field.
  3. Validate the 'External Lab Vendor Destination' field contains a value.
  4. Set the 'Duration' field to any value and click [Days].
  5. Validate a [+] is displayed in front of the 'Diagnosis' fields.
  6. Validate the 'Diagnosis' fields are not required.
  7. Click the [+] three times.
  8. Validate two additional 'Diagnoses' rows were added.
  9. Validate that all 'Diagnoses' fields are required.
  10. Select "Diagnosis A" in the 1st 'Diagnosis' selection field.
  11. Search for and select any value in the 1st 'Diagnosis' search field and validate the 1st 'Diagnosis' selection field is cleared.
  12. Select "Diagnosis A" in the 1st 'Diagnosis' selection field and validate the 1st 'Diagnosis' search field is cleared.
  13. Click in the 2nd 'Diagnosis' selection field and validate that "Diagnosis A" is not displayed.
  14. Select "Diagnosis B" in the 2nd 'Diagnosis' selection field.
  15. Search for and select any value in the 3rd 'Diagnosis' search field.
  16. Validate the 4th 'Diagnoses' fields do not contain a value.
  17. Click [Add to Scratchpad].
  18. Validate the order is displayed in the 'Scratchpad' with a red flag in the 'Action' column.
  19. Select the order in the 'Scratchpad' and click the red [x] next to the 4th 'Diagnoses' fields and click [Update Order].
  20. Validate the red flag is no longer displayed and click [Sign].
  21. Validate the 'Order grid' contains the "Complete Blood Count" order.
  22. Select the order in the 'Order grid' and click [Copy].
  23. Validate the 'Diagnoses' fields contain the same values that were selected and that all values appear in the search fields on the right.
  24. Click Refresh.
  25. Select the order in the 'Order grid' and click [Modify].
  26. Validate the 'Diagnoses' fields contain the same values that were selected and that all values appear in the search fields on the right.
  27. Click Refresh.
Topics
• Order Entry Console • NX
2022 Update 77 Summary | Details
Microbiology - lab-type 'Order Codes'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • File Import
Scenario 1: File Import - Order Code Setup - Microbiology
Specific Setup:
  • A file must exist that contains information in the 120th segment, which is for 'Microbiology'. (Must be a valid dictionary code defined in 'Order Entry Tabled Files' Entity Data Element #10299). (File A)
  • 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. Open the 'File Import' form.
  2. Select "[Avatar OE] Order Code Setup" in the 'File Type' field.
  3. Select 'Upload New File' from the 'Action' field and click [Process Action].
  4. Select "File A"
  5. Select 'Compile/Validate File' from the 'Action' field.
  6. Select the file imported from the 'File(s)' field and click [Process Action].
  7. Validate a message displays stating "Compiled" and click [OK].
  8. Select 'Post File' from the 'Action' field.
  9. Select the file imported from the 'File(s)' field and click [Process Action].
  10. Validate a message displays stating "Posted" and click [OK].
  11. Close the form.
  12. Open the 'Order Code Setup' form
  13. Select "Edit Existing Code" from the 'Add/Edit Order Code' field.
  14. Search for and select the order code created when importing the file.
  15. Validate the all information included in the file that was imported is displayed correctly.
  16. Validate the 'Microbiology' field has been selected.
  17. Select "Client A" and access the Order Entry Console.
  18. Create an order for the imported order code.
  19. Access Flowsheet.
  20. Click the 'Microbiology' tab.
  21. Validate the order code created when importing the file is displayed.
Scenario 2: Microbiology Lab Order - Flowsheet
Specific Setup:
  • A lab order code must exist with 'Microbiology' field selected in the 'Order 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. Create an order for "Order Code A".
  3. Access Flowsheet.
  4. Click the 'Microbiology' tab.
  5. Validate "Order Code A" is displayed.
Avatar eMAR - eMAR Alerts - Order Code Setup
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • File Import
Scenario 1: OE NX - File Import - Order Code Setup - Field Validation
Specific Setup:
  • Avatar eMAR 2022 Update 35 and Avatar OE 2022 Update 77 must be installed in order to utilize full functionality.
  • A file (File A) must exist that contains information in the following segments:
  • 120th segment, which is for 'Microbiology'. (Must be a valid dictionary code defined in 'Order Entry Tabled Files' Entity Data Element #10299)
  • 121st segment, which is for 'eMAR Alerts'. (Must be a valid dictionary codes defined in 'Order Entry Tabled Files' Entity Data Element #10367) Multiple values must be separated via an ampersand.(File A)
  • The 'Avatar PM->System Maintenance->File Import->->->Import File Delimiter' registry setting must be configured appropriately to the file created.
  • Please log out of the application and log back in after completing the above configuration.
Steps
  1. Open the 'File Import' form.
  2. Select "[Avatar OE] Order Code Setup" in the 'File Type' field.
  3. Select 'Upload New File' from the 'Action' field and click [Process Action].
  4. Select the Order Code Setup import file.
  5. Select 'Compile/Validate File' from the 'Action' field.
  6. Select the file imported from the 'File(s)' field and click [Process Action].
  7. Validate a message displays stating "Compiled" and click [OK].
  8. Select 'Post File' from the 'Action' field.
  9. Select the file imported from the 'File(s)' field and click [Process Action].
  10. Validate a message displays stating "Posted" and click [OK].
  11. Close the form.
  12. Open the 'Order Code Setup' form
  13. Select "Edit Existing Code" from the 'Add/Edit Order Code' field.
  14. Search for and select the order code created when importing the file.
  15. Validate the all information included in the file imported displays correctly.
  16. Validate the 'eMAR Alerts' field has the pre-defined options selected.
Scenario 2: eMAR - Display High Alert Indicators
Specific Setup:
  • Avatar eMAR 2022 Update 35 and Avatar OE 2022 Update 77 are needed in order to utilize full functionality.
  • Three dictionary values must exist within the Order Entry Tabled Files '(10367) eMAR Alerts' dictionary.
  • 1 = "!! High Risk Medication !!" - pre-defined
  • 2 = "*** Look-Alike / Sound-Alike Drug ***" - pre-defined
  • 3 = "Testing eMAR Alerts" - user-defined
  • A pharmacy-type order code must have all values selected in the 'eMAR Alerts' field in the 'Order Code Setup' form. (Order Code A)
  • Please log out of the application and log back in after completing the above configuration.
  • 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. Create a new order for "Order Code A".
  3. Access the 'eMAR' widget.
  4. Validate the 'Order Description Column' contains all 'eMAR Alerts' selected.
  5. Access Order Entry Tabled Files '(10367) eMAR Alerts' in Dictionary Update under Avatar CWS.
  6. Select any dictionary code and populate all of the extended attributes for this code and click [Apply Changes].
  7. Access the 'eMAR' widget and click [Refresh]
  8. Validate the 'Order Description Column' contains all altered features for the 'eMAR Alert' selected.
Topics
• Order Entry Console • NX • Avatar eMAR
2022 Update 87 Summary | Details
Creating orders in the Order Entry Console or 'Client Profile/Physicians Orders' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Profile / Physicians Orders
  • Orders For Pre-Authorization Setup
  • Pre-Authorize Orders
  • Activate Pre-Authorized Orders
Internal Test Only
Order Filing Process
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders For Pre-Authorization Setup
  • Pre-Authorize Orders
  • Activate Pre-Authorized Orders
Scenario 1: OE NX - Orders This Episode - Copy, Modify, Renew, and Discontinue - ensure orders are not filed when error during filing occurs
Steps

Internal Testing Only

Scenario 2: OE NX - Orders This Episode and Admission Med Reconciliation - ensure orders are not filed when error during filing occurs
Steps

Internal Testing Only
Topics
• Order Entry Console • NX
2022 Update 95 Summary | Details
Discharge Med Reconciliation - Discharge Reconciliation report after Editing a Pending Reconciliation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar NX Report Viewer
  • Order Entry Console - Warning Dialog - Age/Problem
Scenario 1: OE NX - Discharge Med Reconciliation - Discharge Reconciliation report after Editing a Pending Reconciliation
Specific Setup:
  • Two clients must exist who have their program or unit configured in the 'External Pharmacy Setup' form. (Client A and Client B)
  • “Client A” and "Client B" 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 any pharmacy-type order.
  3. Click the 'Home Medications' tab.
  4. Validate the 'Reported' checkbox is checked.
  5. Search for and select "Lisinopril 10 MG Tablet Oral" in the 'New Order' field.
  6. Set the 'Dose' field to "1".
  7. Validate the 'Dose Unit' field contains "Tablet".
  8. Select "3 TIMES A DAY" in the 'Frequency' field and click [Save].
  9. Select "Client B” and access the Order Entry Console.
  10. Create any pharmacy-type order.
  11. Click the 'Home Medications' tab.
  12. Validate the 'Reported' checkbox is checked.
  13. Create a 'Reported' medication.
  14. Uncheck the 'Reported' checkbox.
  15. Create any medication.
  16. Select "Client A” and click the 'Discharge Reconciliation' tab.
  17. Click [Do Not Add Remaining].
  18. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains "Lisinopril - 10 MG, TAB, PO Take one (1) tablet by mouth three times a day".
  19. Select the order and click [Continue].
  20. Click [Hold in Pending Status] and [Print Report].
  21. Validate that "Lisinopril - 10 MG, TAB, PO" appears on both pages of the report.
  22. Close the report.
  23. Select "Client B” and click the 'Discharge Reconciliation' tab.
  24. Select "Client A” and click the 'Discharge Reconciliation' tab.
  25. Click [Edit Pending Reconciliation].
  26. Validate warning message is displayed and click [Ok].
  27. Click [Hold in Pending Status] and [Print Report].
  28. Validate that "Lisinopril - 10 MG, TAB, PO" appears on both pages of the report.
  29. Close the report.
Topics
• Order Entry Console • NX
2022 Update 96 Summary | Details
Order Entry Console - ONC certification
Scenario 1: OE NX - Home Medications - Schedule III (Xyrem) - New order
Specific Setup:
  • 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. Select the 'Home Medications' tab.
  3. Uncheck the 'Reported' checkbox.
  4. Search for and select "Xyrem 500 MG/1 ML Solution Oral (Schedule III)" in the 'New Order' field.
  5. Populate the required fields.
  6. Validate the 'Reason' field is not required.
  7. Validate the 'Reason Text' field is required.
  8. Enter "TEST" in the 'Reason Text' field.
  9. Validate the 'Note to Pharmacist' field is required and contains "TEST".
  10. Click [Add to Scratchpad].
  11. Validate the 'Scratchpad' contains an order for "Xyrem 500 MG/1 ML Solution Oral" with a 'Reason' ' and 'Note to Pharmacist' of "TEST".
  12. Click [Final Review].
  13. Validate the 'Final Review' dialog is displayed and contains the order for "Xyrem 500 MG/1 ML Solution (Schedule III)" with "Reason: TEST" and a note icon. Click the note icon and validate that it contains "TEST" and click [Close].
  14. Select "None" in 'Output' and click [Sign].
  15. Validate the 'Order grid' contains an order for "Xyrem" with a 'Reason' and 'Note To Pharmacist' of "TEST".
Scenario 2: OE NX - Orders This Episode - Create new order with PRN Frequency code - external pharmacy mode
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Hide Duration In OE Console (Orders This Episode) For External Pharmacy Mode' registry setting must be set to "Y".
  • A pharmacy-type order code "Order Code A" must be configured to have a default duration in days.
  • A "PRN" 'Frequency Code' must exist.
  • Please log out of the application and log back in after completing the above configuration.
  • 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 a pharmacy-type order code.
  3. Populate the required fields selecting any "PRN" frequency code in the 'Frequency' field.
  4. Validate the 'Stop Date' and 'Stop Time' fields remain populated.
  5. Click [Add to Scratchpad].
  6. Click the order in the 'Scratchpad' and validate the 'Stop Date' and 'Stop Time' fields remain populated.
  7. Click [Update Order] and file the order.
  8. Validate the order created is displayed within the 'Order grid'.
Scenario 3: OE NX- Admission Med Reconciliation - Create new order with PRN Frequency code - External Pharmacy Mode
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Hide Duration In OE Console (Orders This Episode) For External Pharmacy Mode' registry setting must be set to "Y".
  • A pharmacy-type order code must be configured to have a default duration in days. (Order Code A)
  • A "PRN" 'Frequency Code' must exist.
  • Please log out of the application and log back in after completing the above configuration.
  • 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. Select the 'Home Medications' tab and create a 'Reported' order.
  3. Check the 'Medication history reviewed and completed for Episode #1' checkbox.
  4. Select the 'Admission Med Reconciliation' tab.
  5. Select the order in the 'Home Medications (Pre-Admission)' order grid and click [Hold].
  6. Search for and select any non-controlled pharmacy-type order code in the 'New Order' field.
  7. Set the 'Dose' field to "2" and validate the 'Dose Unit' field contains "Tablet".
  8. Select any "PRN" frequency code in the 'Frequency' field.
  9. Validate the 'Stop Date' and 'Stop Time' fields remain populated.
  10. Click [Add to Scratchpad].
  11. Select the order in the 'Inpatient Medications Scratchpad' and validate the 'Stop Date' and 'Stop Time' fields remain populated.
  12. Click [Cancel Update] and [Reconcile & Review].
  13. Validate the 'Final Review' dialog is displayed.
  14. Select "None" in 'Output' and click [Sign].
  15. Validate the 'Admission Med Reconciliation' tab is displayed in view-only mode.
Scenario 4: OE NX - Discharge Med Reconciliation - New Schedule II order
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Require 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "Y".
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Default for 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "DF".
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Create OE Discharge Order during Discharge Medication Reconciliation' registry setting must be set to "2".
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Internal Pharmacy Fills Discharge 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 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 an allergy to "Ritalin" 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. Click the 'Discharge Reconciliation' tab.
  3. Validate the 'Discharge Disposition' field contains "Discharge to Facility".
  4. Uncheck the 'No Prescription Required' checkbox.
  5. Search for and select "Ritalin 5 MG Tablet Oral (Schedule II)" in the 'New Order' field.
  6. Set the 'Dose' field to "2".
  7. Validate the 'Dose Unit' field contains "Tablet".
  8. Select "TWICE A DAY" in the 'Frequency' field.
  9. Search for and select any value in the 'Diagnosis' field.
  10. Set the 'Days Supply' field to "12" and press Tab.
  11. Validate the 'Dispense Qty' field contains"48".
  12. Validate the 'Dispense Qty Unit' field contains "Tablet".
  13. Set the 'Start Date' field to the current date.
  14. Validate the 'Stop Date' field contains a date that is 12 days in the future of the current date.
  15. Validate the 'Earliest Fill Date' contains the current date.
  16. Click [Add to Scratchpad].
  17. Validate the 'Discharge Medications Scratchpad' contains an order for "Ritalin 5 MG Tablet Oral 5 MG Tablet (Schedule II) Take two (2) tablets by mouth twice a day (Refills: 0, Dispense Quantity: 48)".
  18. Set the 'Inhouse Pharmacy' field to "12" and click [Review and Sign].
  19. Validate the 'Final Review' dialog is displayed.
  20. Select "None" in 'Output' and click [Sign].
  21. Validate the 'Discharge Medications Scratchpad' is in view-only mode.
Topics
• Order Entry Console • NX
Update 98 Summary | Details
Discharge Med Reconciliation - 'Dose' and 'Dose Unit'
Scenario 1: OE NX - Discharge Med Reconciliation - Compound Medication Methadose with Dose Conversion
Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Dose Conversion During Medication Reconciliation' registry setting must be set to "3", for both oral solids and liquids.

Please log out of the application and log back in after completing the above configuration.

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

Select "Client A” and access the Order Entry Console.

Search for and select "METHADONE HYDROCHLORIDE) 5 MG TABLET ORAL (Schedule II)" from the ‘New Order’ field.

Set the ‘Dose’ field to “120”.

Select "Milligram" in the ‘Dose Unit’ field.

Select "3 TIME A DAY" in the ‘Freq’ field.

Set the ‘Duration’ field to "2" and click [Days].

Validate the 'Directions' field contains "Take one hundred twenty (120) milligrams by mouth three times a day".

Click [Add to Scratchpad].

Search for and select "METHADOSE 40 MG TABLET FOR SUSPENSION ORAL (Schedule II)" from the ‘New Order’ field.

Set the ‘Dose’ field to “120”.

Select "Milligram" in the ‘Dose Unit’ field.

Select "3 TIME A DAY" in the ‘Freq’ field.

Set the ‘Duration’ field to "5" and click [Days].

Select "INJECTION" from the 'Route' field.

Validate the 'Directions' field contains "Inject one hundred twenty (120) milligrams injection three times a day".

Click [Add to Scratchpad] and [Final Review].

Override all interactions.

Click [Save Override and Exit] and [Sign].

Click the ‘Discharge Med Reconciliation’ tab.

Validate the 'Inpatient Medications' order grid contains orders for “METHADOSE 40 MG TABLET FOR SUSPENSION” and "METHADONE HYDROCHLORIDE) 5 MG TABLET".

Select all orders in ‘Inpatient Medications’ order grid and click [Add to Scratchpad As RX].

Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "DOLOPHINE HCL (METHADONE HYDROCHLORIDE) 5 MG ORAL TABLET (Schedule II)120 Milligram, 3 TIMES A DAY".

Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "METHADOSE 40 MG INJECTION TABLET FOR SUSPENSION (Schedule II)120 Milligram, 3 TIMES A DAY" with no translation of the dose/dose unit.

Update both orders for their required fields and click [Review and Sign].

Validate the ‘Interactions’ dialog is displayed.

Override the interactions and click [Save Override and Exit].

Validate the ‘Final Review’ dialog is displayed and click [Sign].

Validate the ‘Discharge Med Reconciliation’ tab is in view-only mode.
Topics
• Order Entry Console • NX
2022 Update 99 Summary | Details
Order Entry Console - Interval Frequency - Dispense Qty calculation
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 - Orders This Episode - Ensure 'Dispense Qty' is calculated correctly for orders with 'Interval' frequency codes
Specific Setup:
  • The following interval frequency codes must be configured with an associated value selected in the 'OrderConnect Frequency Code' field.
  • An interval frequency code with "18" set in the 'Every Nth Hour' field. (Every 18 Hours)
  • An interval frequency code with "48" set in the 'Every Nth Hour' field. (Every 48 Hours)
  • An interval frequency code with "10080" set in the 'Every Nth Minute' field. (Every 10080 Minutes)
  • 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 any pharmacy-type order code.
  3. Set the 'Dose' field to "1".
  4. Select "Every 18 Hours" from the 'Freq' field.
  5. Set the 'Duration' field to "28" and click [Days].
  6. Validate the 'Days Supply' field contains "28".
  7. Validate the 'Dispense Qty' field contains "38".
  8. Select any value from the 'Dispense Qty Unit' field.
  9. Click [Add to Scratchpad].
  10. Search for and select any pharmacy-type order code.
  11. Set the 'Dose' field to "1".
  12. Select "Every 48 Hours" from the 'Freq' field.
  13. Set the 'Duration' field to "28" and click [Days].
  14. Validate the 'Days Supply' field contains "28".
  15. Validate the 'Dispense Qty' field contains "14".
  16. Select any value from the 'Dispense Qty Unit' field.
  17. Click [Add to Scratchpad].
  18. Search for and select any pharmacy-type order code.
  19. Set the 'Dose' field to "1".
  20. Select "Every 10080 Minutes" from the 'Freq' field.
  21. Set the 'Duration' field to "28" and click [Days].
  22. Validate the 'Days Supply' field contains "28".
  23. Validate the 'Dispense Qty' field contains "4".
  24. Select any value from the 'Dispense Qty Unit' field.
  25. Click [Add to Scratchpad] and [Final Review].
  26. Validate the 'Interactions' dialog is displayed.
  27. Override all interactions and click [Save Override and Exit] and [Sign].
  28. Validate the 'Order grid' contains 3 new orders.
Scenario 2: OE NX - Admission Med Reconciliation - Ensure 'Dispense Qty' is calculated correctly for orders with 'Interval' frequency codes
Specific Setup:
  • The following interval frequency codes must be configured with an associated value selected in the 'OrderConnect Frequency Code' field.
  • An interval frequency code with "48" set in the 'Every Nth Hour' field. (Every 48 Hours)
  • An interval frequency code with "4320" set in the 'Every Nth Minute' field. (Every 4320 Minutes)
  • 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. Select the 'Admission Reconciliation' tab.
  3. Search for and select any pharmacy-type order code.
  4. Set the 'Dose' field to "1".
  5. Select "Every 48 Hours" from the 'Freq' field.
  6. Set the 'Duration' field to "28" and click [Days].
  7. Validate the 'Days Supply' field contains "28".
  8. Validate the 'Dispense Qty' field contains "14".
  9. Select any value from the 'Dispense Qty Unit' field.
  10. Click [Add to Scratchpad].
  11. Search for and select any pharmacy-type order code.
  12. Set the 'Dose' field to "1".
  13. Select "Every 4320 Minutes" from the 'Freq' field.
  14. Set the 'Duration' field to "28" and click [Days].
  15. Validate the 'Days Supply' field contains "28".
  16. Validate the 'Dispense Qty' field contains "10".
  17. Select any value from the 'Dispense Qty Unit' field.
  18. Click [Add to Scratchpad].
  19. Validate the 'Inpatient Medications Scratchpad' contains both orders with "NEW" in the 'Action' column.
Scenario 3: OE NX - Home Medications - Ensure 'Dispense Qty' is calculated correctly for orders with 'Interval' frequency codes
Specific Setup:
  • The 'Default to Client Reported' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user.
  • Please log out of the application and log back in after completing the above configuration.
  • The following interval frequency codes must be configured to display on the 'Home Medication' tab of the order entry console.
  • An interval frequency code with "720" set in the 'Every Nth Minute' field.(Every 720 Minutes)
  • An interval frequency code with "10" set in the 'Every Nth Hour' field.(Every 10 Hours)
  • 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. Click the 'Home Medications' tab.
  3. Search for and select any pharmacy-type order code.
  4. Uncheck the 'Reported' checkbox.
  5. Set the 'Dose' field to "1".
  6. Select "Every 720 Minutes" from the 'Freq' field.
  7. Set the 'Days Supply' field to "28" and press Tab.
  8. Validate the 'Dispense Qty' field contains "56".
  9. Validate that "Tablet" is displayed in the 'Dispense Qty Unit' field.
  10. Click [Add to Scratchpad].
  11. Search for and select any pharmacy-type order code.
  12. Set the 'Dose' field to "1".
  13. Select "Every 10 Hours" from the 'Freq' field.
  14. Set the 'Days Supply' field to "28" and press Tab.
  15. Validate the 'Dispense Qty' field contains "68".
  16. Validate that "Capsule" is displayed in the 'Dispense Qty Unit' field.
  17. Click [Add to Scratchpad] and [Final Review].
  18. Override all interactions.
  19. Click [Save Override and Exit] and [Sign].
  20. Validate the 'Order grid' contains the two new orders.
Scenario 4: OE NX - Discharge Med Reconciliation - Ensure 'Dispense Qty' is calculated correctly for orders with 'Interval' frequency codes
Specific Setup:
  • The following interval frequency codes must be configured to display on the 'Home Medication' tab of the order entry console.
  • An interval frequency code with "720" set in the 'Every Nth Minute' field.(Every 720 Minutes)
  • An interval frequency code with "10" set in the 'Every Nth Hour' field.(Every 10 Hours)
  • The 'Default to Client Reported' checkbox is unchecked for the logged in user in the 'Order Entry User Definition' form.
  • Please log out of and back into the application after this configuration has been done.
  • 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. Click the 'Discharge Reconciliation' tab.
  3. Search for and select any pharmacy-type order code.
  4. Uncheck the 'No Prescription Required' checkbox.
  5. Set the 'Dose' field to "1".
  6. Select "Every 720 Minutes" from the 'Freq' field.
  7. Set the 'Days Supply' field to "28" and press the tab key.
  8. Validate the 'Dispense Qty' field contains "56".
  9. Select any value from the 'Dispense Qty Unit' field.
  10. Click [Add to Scratchpad].
  11. Search for and select any pharmacy-type order code.
  12. Set the 'Dose' field to "1".
  13. Select "Every 10 Hours" from the 'Freq' field.
  14. Set the 'Days Supply' field to "28" and press the tab key.
  15. Validate the 'Dispense Qty' field contains "68".
  16. Select any value from the 'Dispense Qty Unit' field.
  17. Click [Add to Scratchpad].
  18. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains both orders with "NEW" in the 'Action' column.
  19. Click [Review and Sign].
  20. Validate the 'Final Review' dialog is displayed and click [Sign].
  21. Validate the 'Discharge Med Reconciliation' tab is in view-only mode.
Scenario 5: Order Entry Console (Orders This Episode) - Copy and Modify - external pharmacy mode
Specific Setup:
  • 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.
  • Client A must have a pharmacy type order (Order A)

Steps
  1. Access the Order Entry Console for Client A.
  2. Select "Order A" from the Order grid.
  3. Click [Modify].
  4. Validate the 'Dose Unit' field contains the correct 'Dose Unit'.
  5. Click [Add to Scratchpad].
  6. Click [Final Review] and [Sign].
  7. Select "Order A" from the Order grid.
  8. Click [Copy].
  9. Click [Start Date - Yes].
  10. Validate the 'Dose Unit' field contains the correct 'Dose Unit'.
  11. Click [Final Review].
  12. Click [Sign].
  13. Validate the Order grid contains "Order A" with the correct 'Dose Unit'.
Topics
• Order Entry Console • NX • myAvatar/myAvatar NX