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Avatar OE 2023 Quarterly Release 2023.03 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 4 Summary | Details
Order Entry Console (Home Medications section) - Notify Attending Practitioner
Scenario 1: OE NX - Home Medication - Notify Attending Practitioner
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Prevent Admission Med Reconciliation if med history not completed on Home Meds' registry setting must be set to "Y".
  • The 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form or the 'Order Entry User Role' form must have "Client Reported" checked.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘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.
  • Two users must exist in the application that have staff members associated to them. (User A and User B)
  • Must be logged in as "User A".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Create a 'Reported' order.
  4. Validate the 'Order grid' contains the 'Reported' order.
  5. Check the 'Medication history reviewed and completed for Episode #' checkbox and click [Notify Attending Practitioner].
  6. Validate the 'Notify Attending Practitioner' dialog is displayed.
  7. Validate "Client A" and the episode number are displayed.
  8. Validate the 'Practitioner' field contains the staff member associated with "User A".
  9. Validate the 'Communication Note' field contains "Medication history complete for "Client A" Episode # [Episode Number] - Please complete Admission Med Reconciliation."
  10. Add "Testing" to the end of the value in the 'Communication Note' field.
  11. Click [Send Notification].
  12. Access 'myDay'.
  13. Access the 'My To Do's' widget.
  14. Click the 'To Do' menu and validate the 'To Do's' are displayed.
  15. Select "Days in Queue" in the 'Sort By' field.
  16. Validate "Client A" is displayed at the top of the 'Entered Queue - Today' column for the current date.
  17. Validate the 'To Do' contains "User A", who is associated with the 'Practitioner' selected in the 'Notify Attending Practitioner' field.
  18. Click 'Review To Do Item'.
  19. Validate the 'To do information' field contains the "User A", who is associated with the 'Practitioner' selected in the 'Notify Attending Practitioner' dialog and "Medication history complete for "Client A" Episode # [Episode Number] - Please complete Admission Med Reconciliation. Testing".
  20. Check the 'Reviewed' checkbox.
  21. Click [Submit].
  22. Log out of the application and log back in as "User B".
  23. Select "Client A" and access the Order Entry Console.
  24. Select the 'Home Medications' tab.
  25. Validate the 'Medication history reviewed and completed for Episode #' checkbox is checked.
  26. Click [Notify Attending Practitioner].
  27. Validate the 'Notify Attending Practitioner' dialog is displayed.
  28. Validate "Client A" and the episode number are displayed.
  29. Validate the 'Practitioner' field contains the staff member associated with "User B".
  30. Validate the 'Communication Note' field contains "Medication history complete for "Client A" Episode # [Episode Number] - Please complete Admission Med Reconciliation."
  31. Set the 'Practitioner' field to the staff member associated with "User A".
  32. Click [Send Notification].
  33. Access 'myDay'.
  34. Log out of the application and log back in as "User A".
  35. Access the 'My To Do's' widget.
  36. Click the 'To Do' menu and validate the 'To Do's' are displayed.
  37. Select "Days in Queue" in the 'Sort By' field.
  38. Validate "Client A" is displayed at the top of the 'Entered Queue - Today' column for the current date.
  39. Validate the 'To Do' contains "User B", who is associated with the 'Practitioner' selected in the 'Notify Attending Practitioner' field.
  40. Click 'Review To Do Item'.
  41. Validate the 'To do information' field contains "User B", who is associated with the 'Practitioner' selected in the 'Notify Attending Practitioner' dialog and "Medication history complete for "Client A" Episode # [Episode Number] - Please complete Admission Med Reconciliation."
  42. Check the 'Reviewed' checkbox.
  43. Click [Submit].
Topics
• Order Entry Console • NX
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 6 Summary | Details
OE NX - 'Allow Only One Active Order At A Time'
Scenario 1: Allow Only One Active Order At a Time - Dietary
Specific Setup:
  • The ‘(540) Allow Only One Active Order At A Time’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Dietary”.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode.(Client A)
  • “Client A” must have a ‘Date of Birth’, ‘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.
  • A dietary-type order code must exist. (Full Liquid Diet)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Full Liquid Diet" in the 'New Order' field.
  3. Select "3 TIMES A DAY" from the 'Freq' field.
  4. Set the 'Duration' field to "6" and click [Hours].
  5. Validate the 'Start Date' field contains the current date.
  6. Validate the 'Start Time' field contains the current time.
  7. Validate the 'Stop Date' field contains the current date.
  8. Validate the 'Stop Time' field contains a time that is 6 hours from now.
  9. Click [Add to Scratchpad] and click [Sign].
  10. Validate the 'Order grid' contains the order "Full Liquid Diet 3 TIMES A DAY".
  11. Select the order and click [D/C].
  12. Take note of the 'Discontinue Time' field value.
  13. Click [Add to Scratchpad] and click [Sign].
  14. Search for and select "Full Liquid Diet" in the 'New Order' field.
  15. Set the 'Duration' field to "6" and click [Hours].
  16. Validate the 'Start Date' field contains the current date.
  17. Validate the 'Start Time' field contains the same time as the discontinued order's 'Discontinue Time'.
  18. Validate the 'Stop Date' field contains the current date.
  19. Validate the 'Stop Time' field contains a time that is 6 hours from now.
  20. Click [Add to Scratchpad] and click [Sign].
  21. Validate an error message is displayed stating: "The order for "Full liquid diet" has the following issue: Only one active order is allowed for the order type 'Dietary'. An order of this type exists starting on the 'Start Date' at the 'Start Time' and ending on the 'Discontinue Date' at the 'Discontinue Time'.(Order # 'Unique Number) You should DC the existing order now (if appropriate), if this new order is to replace that existing order."
  22. Click [Ok].
  23. Select the order in the 'Scratchpad'.
  24. Set the 'Start Time' field to be a time that is one minute in the future from the discontinued order's 'Discontinue Time'.
  25. Click [Update Order] and [Sign].
  26. Validate the 'Order grid' contains the order "Full Liquid Diet".
Scenario 2: Allow Only One Active Order At a Time - Pharmacy
Specific Setup:
  • The ‘(540) Allow Only One Active Order At A Time’ extended attribute must be set to “Yes” 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.
  • 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 ORAL TABLET" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "Tablet" in the 'Dose Unit' field.
  5. Select "3 TIMES A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "6" and click [Hours].
  7. Validate the 'Start Date' field contains the current date.
  8. Validate the 'Start Time' field contains the current time.
  9. Take note of the 'Start Time' field value.
  10. Validate the 'Stop Date' field contains the current date.
  11. Validate the 'Stop Time' field contains a time that is 6 hours from now.
  12. Click [Add to Scratchpad] and click [Sign].
  13. Validate the 'Order grid' contains the order "ADVIL 200 MG ORAL TABLET, 3 TIMES A DAY".
  14. Select the order and click [D/C].
  15. Take note of the 'Discontinue Time' field value.
  16. Click [Add to Scratchpad] and click [Sign].
  17. Search for and select "ADVIL 200 MG ORAL TABLET" in the 'New Order' field.
  18. Set the 'Dose' field to "1".
  19. Select "Tablet" in the 'Dose Unit' field.
  20. Select "3 TIMES A DAY" from the 'Freq' field.
  21. Set the 'Duration' field to "6" and click [Hours].
  22. Set the 'Start Time' field to the same value that was in the discontinued order's 'Discontinued Time' field. Note: This will happen automatically if you perform these steps all within the same minute.
  23. Click [Add to Scratchpad] and click [Sign].
  24. Validate an error message is displayed stating: "The order for "ADVIL 200 MG TABLET ORAL" has the following issue: Only one active order is allowed for the order type 'Pharmacy'. An order of this type exists starting on the 'Start date' at the 'Start Time' and ending on the 'Discontinue Date' at the 'Discontinue Time'. (Order# 'Unique Number') You should DC the existing order now (if appropriate), if this new order is to replace that existing order".
  25. Click [Ok].
  26. Select the order in the 'Scratchpad'.
  27. Set the 'Start Time' field to be a time that is one minute in the future from the discontinued order's 'Discontinue Time'.
  28. Click [Update Order] and [Sign].
  29. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET, 3 TIMES A DAY".
Scenario 3: Allow Only One Active Order At a Time - Lab
Specific Setup:
  • The ‘(540) Allow Only One Active Order At A Time’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode.(Client A)
  • “Client A” must have a ‘Date of Birth’, ‘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.
  • A lab-type order code must exist. (Complete Blood Count (CBC))
  • Please Note: For testing purposes this scenario is occurring before 04:00 PM.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Complete Blood Count (CBC)" in the 'New Order' field.
  3. Set the 'Duration' field to "8" and click [Hours].
  4. Validate the 'Start Date' field contains the current date.
  5. Validate the 'Start Time' field contains the current time.
  6. Validate the 'Stop Date' field contains the current date.
  7. Validate the 'Stop Time' field contains a time that is 8 hours from now.
  8. Click [Add to Scratchpad] and click [Sign].
  9. Validate the 'Order grid' contains the order "Complete Blood Count (CBC)".
  10. Search for and select "Complete Blood Count (CBC)" in the 'New Order' field.
  11. Set the 'Duration' field to "8" and click [Hours].
  12. Validate the 'Start Date' field contains the current date.
  13. Validate the 'Start Time' field contains the current time.
  14. Validate the 'Stop Date' field contains the current date.
  15. Validate the 'Stop Time' field contains a time that is 8 hours from now.
  16. Click [Add to Scratchpad] and click [Sign].
  17. Validate an 'Interaction' dialog is displayed.
  18. Override any interactions and click [Save Override and Exit].
  19. Validate an error message is displayed stating: "The order for "CBC " has the following issue: Only one active order is allowed for the order type 'Lab'. An order of this type exists starting on the 'Start Date' at the 'Start Time' and ending on the 'Stop Date' at the 'Stop Time'. (Order# 'Unique Number') You should DC the existing order now (if appropriate), if this new order is to replace that existing order."
  20. Click [OK].
  21. Select the order in the 'Scratchpad' and click [Remove from Scratchpad].
  22. Select the order in the 'Order grid' and click [D/C].
  23. Take note of the 'Discontinue Time' field value.
  24. Click [Add to Scratchpad] and click [Sign].
  25. Search for and select "Complete Blood Count (CBC)" in the 'New Order' field.
  26. Set the 'Duration' field to "8" and click [Hours].
  27. Validate the 'Start Date' field contains the current date.
  28. Validate the 'Start Time' field contains a time in the future from the discontinued order's 'Discontinue Time'.
  29. Validate the 'Stop Date' field contains the current date.
  30. Validate the 'Stop Time' field contains a time that is 8 hours from now.
  31. Click [Add to Scratchpad] and click [Sign].
  32. Validate the 'Order grid' contains the order "Complete Blood Count (CBC)".
Client Profile / Physicians Orders - Order Group - Properly Clear Scrolling Text Fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Profile / Physicians Orders
  • Select Orders From Order Group
  • Auto File Order Group
Scenario 1: Client Profile/Physicians Orders form - Order Text and Reason Text fields - Cleared when changing order codes via Order Group
Specific Setup:
  • An Order Group must exist that contains an order code (Order Code A) with the 'Order Text' and 'Reason Text' set to "Line 1:↳Line 2:",(Order Code B) with the 'Order Text' and 'Reason Text' set to "Line 1:↳Line 2:↳Line 3:↳Line 4:" and (Order Code C) with the 'Order Text' and 'Reason Text' set to "Line 1:↳Line 2:↳Line 3:↳Line 4:↳Line 5:↳Line 6:↳Line 7:↳Line 8:" (Order Group 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. Select "Client A" and access the 'Client Profile / Physicians Orders' form.
  2. Select the 'Create Order' section.
  3. Search for and select "Order Group A".
  4. Click [Select Order(s) From Order Group].
  5. Select "Order Code B" and click [OK].
  6. Validate a message is displayed stating : "Do you want to attempt to AUTOMATICALLY FILE the selected new order(s) from this Order Group?" and click [No].
  7. Validate that the 'Order Text' field and the 'Reason Text' field contain "Line 1:↳Line 2:↳Line 3:↳Line 4:↳Line 5:↳Line 6:↳Line 7:↳Line 8:".
  8. Click [Select Order(s) From Order Group].
  9. Select "Order Code A", deselect "Order Code B" and click [OK].
  10. Validate a message is displayed stating : "Do you want to attempt to AUTOMATICALLY FILE the selected new order(s) from this Order Group?" and click [No].
  11. Validate the 'Order Text' field and the 'Reason Text' contain "Line 1:↳Line 2:".
Topics
• Order Entry Console • NX • Client Profile/Physicians Orders
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
Update 11 Summary | Details
Order Entry Console - Preferred Description for Route of Administration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Dictionary Update - Locked Dictionary
  • eMAR
  • RxConnect
  • Rx Summary
  • Rx Summary.Pending
  • Rx Summary.Pending.Schedule
  • Rx Summary.Order Details
Scenario 1: eMAR NX - Validate Preferred Description for Route of Administration is Respected with Fill Details
Specific Setup:
  • The ‘(10182) Preferred Description’ extended attribute must be set to “SUB-Q” in the Order Entry Tabled Files ‘(10181) Route of Administration’ dictionary for “SUBCUTANEOUS”.
  • The registry setting 'Avatar eMAR->General->Settings->->->Use Pharmacy Fill Details For Order Description' must be set to "Y".
  • Avatar must be configured to communicate with RxConnect via Avatar HL7.
  • Please log out of the application and log back in after completing the above configuration.
  • A pharmacy type order code with a subcutaneous route of administration must exist. (Order Code A)
  • A pharmacy type order code with an oral route of administration must exist. (Order 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 "Order Code A" in the 'New Order' field.
  3. Validate the 'Route' field is equal to "SUB-Q".
  4. Fill out any remaining required fields and click [Add to Scratchpad] and [Sign].
  5. Validate "SUB-Q" is displayed in the order details.
  6. Search for and select "Order Code B" in the 'New Order' field.
  7. Validate the 'Route' field is equal to "ORAL".
  8. Fill out any remaining required fields and click [Add to Scratchpad] and [Sign].
  9. Validate "ORAL" is displayed in the order details.
  10. Access the 'eMAR' widget.
  11. Validate that an order for "Order Code A" is displayed.
  12. Validate "SUB-Q" is displayed in the order details.
  13. Validate that an order for "Order Code B" is displayed.
  14. Validate "ORAL" is displayed in the order details.
  15. Process the orders for "Order Code A" and "Order Code B" via RxConnect.
  16. Access the 'eMAR' widget.
  17. Validate that an order for "Order Code A" is displayed.
  18. Validate "SUB-Q" is displayed in the order details.
  19. Validate that an order for "Order Code B" is displayed.
  20. Validate "ORAL" is displayed in the order details.
Order Entry Console - Pre-Admit - Give Initial Dose Now
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 - Pre-Admit - Order Group - One Time Only Frequency - Custom Administration Time
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
  • The application must not have pharmacies configured in the 'External Pharmacy Setup' form.
  • The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y".
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are required not 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.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine"
  • 'One Time Only' = "Yes"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Default to Give Initial Dose Now' = "Yes"
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code B)
  • 'Routine or PRN(As Needed) = "Routine"
  • 'One Time Only' = "Yes"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Default to Give Initial Dose Now' = "No"
  • 'Hours of Administration' = "08:00 AM"
  • Two Pharmacy-type order codes must exist. (Order Code A) (Order Code B)
  • An order group (Order Group A) must be created with at least two pharmacy-type order codes where:
  • "Order Code A" has a default frequency of "Frequency Code A".
  • "Order Code B" has a default frequency of "Frequency Code B".
  • A client must have an active 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. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed.
  4. Click [Select All].
  5. Validate the 'Frequency' fields are defaulted from the 'Order Group Setup' form.
  6. Validate that the 'First Dose Date/Time' fields are hidden.
  7. Validate that the 'Stop Date/Time' fields are hidden.
  8. Validate that the 'Custom' button is visible for both "Order Code A" and "Order Code B".
  9. Click the 'Custom' button for "Order Code A".
  10. Set the 'Scheduled Administration Times;' field to "12:00 PM" and click [Save].
  11. Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared." and click [OK].
  12. Click the 'Custom' button for "Order Code B".
  13. Set the 'Scheduled Administration Times;' field to "12:00 AM" and click [Save].
  14. Click [Add to Scratchpad].
  15. Validate the 'Start Date' fields in the scratchpad for both "Order Code A" and "Order Code B" contain "01/01/2099".
  16. Select "Order Code A" from the 'Scratchpad'.
  17. Validate the 'Give Initial Dose Now - Yes' button is enabled and not pressed.
  18. Click [Custom], validate the 'Scheduled Administration Times:' field contains "12:00 PM" and click [Cancel].
  19. Click [Give Initial Dose Now - Yes].
  20. Validate a 'Warning!' dialog appears stating "'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared." and click [OK].
  21. Click [Custom], validate the 'Scheduled Administration Times' field contains no values and click [Cancel].
  22. Set the 'Duration' field to "1" and click [Days].
  23. Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code A" is "01/01/2099".
  24. Select "Order Code B" from the 'Scratchpad'.
  25. Click [Custom], validate the 'Scheduled Administration Times' field contains "12:00 AM" and click [Cancel].
  26. Set the 'Duration' field to "2" and click [Days].
  27. Click [Update Order] and, in the 'Scratchpad', validate the 'Stop Date' field for "Order Code B" is "01/02/2099".
  28. Click [Sign].
Scenario 2: OE NX - Pre-Admit - One Time Only with Default Give Initial Dose Now - Field Validation
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Allow New Orders For Pre-Admit Episodes' registry setting must be set to "Y".
  • The application must not have pharmacies configured in the 'External Pharmacy Setup' form.
  • The '"Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode" must be set to "Y".
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are 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.
  • A frequency code must be configured in the 'Frequency Code Setup' form with the following attributes: (Frequency Code A)
  • 'Routine or PRN(As Needed) = "Routine"
  • 'One Time Only' = "Yes"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Default to Give Initial Dose Now' = "Yes"
  • A Pharmacy-type order code must exist. (Order Code A)
  • A client must have an active 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. Search for and select "Order Code A" in the 'New Order' field.
  3. Set the 'Dose' field to "1" and select "Capsule" from the 'Dose Unit' field.
  4. Validate the "Start Date/Time' fields are hidden.
  5. Validate the 'Stop Date/Time' fields are hidden.
  6. Validate the 'First Dose Date/Time' fields are hidden.
  7. Validate that 'Give Initial Dose Now' [Yes] is disabled.
  8. Validate the 'Custom' button is not hidden.
  9. Search for and select "Frequency Code A" from the 'Freq:' field.
  10. Validate that 'Give Initial Dose Now' [Yes] is pressed.
  11. Validate that 'Give Initial Dose Now' [Yes] is enabled.
  12. Validate that 'Skip 1st Dose' [Yes] is disabled.
  13. Validate that [Custom] is not hidden.
  14. Click [Custom].
  15. Set the 1st 'Scheduled Administration Times' field to "1200" and click [Save].
  16. Validate a warning message is displayed stating: "Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Give Initial Dose Now' will be cleared."
  17. Click [OK] and validate that 'Give Initial Dose Now' [Yes] is not pressed.
  18. Click 'Give Initial Dose Now' [Yes].
  19. Validate a warning message is displayed stating: 'Hours of Administration' and 'Give Initial Dose Now' cannot both be specified for an order created in "Pre-Admit mode". 'Hours of Administration' will be cleared."
  20. Click [OK].
  21. Click [Custom], validate there are no values listed under 'Scheduled Administration Times' and click [Cancel].
  22. Set the 'Duration' field to "1" and click [Days].
  23. Click [Add to Scratchpad].
  24. Validate the 'Start Date' field contains "01/01/2099".
  25. Validate the 'Stop Date' field contains "01/01/2099".
  26. Select "Order Code A" from the scratchpad.
  27. Validate that 'Give Initial Dose Now' [Yes] is pressed.
  28. Validate that 'Give Initial Dose Now' [Yes] is enabled.
  29. Click [Cancel] and then [Sign].
Order Entry Console - Order Validation - iButton
Scenario 1: OE NX - Orders This Episode - New Order (by Nurse who requires validation), Validation by Prescriber
Specific Setup:
  • The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
  • Please log out of the application and log back in after completing the above configuration.
  • Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require Validation (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.
  • "User A" must be logged into the application.
Steps
  1. Select "Client A”.
  2. Validate the 'Header Episode' field contains "All Episodes".
  3. Select the most current episode from the 'Header Episode' field.
  4. Access the Order Entry Console and click 'Orders This Episode' tab.
  5. Make note of the number next to the "V" icon.
  6. Search for and select "Ritalin 5 MG Tablet Oral (Schedule II)" from the ‘New Order’ field.
  7. Populate all required fields and click [Add to Scratchpad].
  8. Search for and select the staff member associated with "User B" in the ‘Ordering Practitioner' field.
  9. Click [Sign].
  10. Validate the ‘Interactions' dialog is displayed.
  11. Override all interactions and click [Save Override and Exit].
  12. Validate the 'Final Review' dialog is displayed.
  13. Select "None" in 'Output' and click [Sign].
  14. Validate the ‘Order grid’ contains an order for "Ritalin” with an 'Order Status' of "Requires Validation".
  15. Log out of the application and log back in as "User B".
  16. Select "Client A”.
  17. Validate the 'Header Episode' field contains "All Episodes".
  18. Select the most recent active episode from the 'Header Episode' field.
  19. Access the Order Entry Console and click 'Orders This Episode' tab.
  20. Validate the number next to the "V" icon has increased by 1.
  21. Select the “Ritalin” order in the ‘Order grid’ and click [Validate].
  22. Validate the 'Final Review' dialog is displayed.
  23. Select "None" in 'Output' and click [Sign].
  24. Validate the 'Order grid' contains an order for "Ritalin" with a 'Status' of "Active".
  25. Validate the number next to the "V" icon has decreased by 1.
Scenario 2: OE NX - iButton - Orders This Episode
Specific Setup:
  • The 'RADplus->System Security->User Definition->->->Two-Factor Authentication Method' registry setting must be set to "iButton".
  • Please log out of the application and log back in after completing the above configuration.
  • The logged in user must both require validation and must be allowed to validate orders.
  • 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", access the Order Entry Console, and plug in the iButton.
  2. Search for and select "TYLENOL (ACETAMINOPHEN) 325 MG CAPSULE, LIQUID FILLED ORAL" from the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad], [Final Review], and [Sign].
  4. Select the "Tylenol" order created from the 'Order grid' and click [Validate].
  5. Validate the "Tylenol" order has been validated.
  6. Search for and select "PREDNISONE 1 MG TABLET ORAL" from the 'New Order' field.
  7. Populate all required fields and click [Add to Scratchpad], [Final Review] and [Sign].
  8. Unplug the iButton.
  9. Select the "Prednisone" order in the 'Order grid' and click [Validate]
  10. Validate a message is displayed stating "Two-Factor Authentication failed. This can happen if the logged-in user is not assigned a Two-Factor Authentication token or if the correct Two-Factor Authentication token is not present. Filing is canceled. Please insert your assigned Two-Factor Authentication token and try again." and click [OK].
Topics
• RxConnect • NX • Order Entry Console
Update 12 Summary | Details
eMAR Downtime Automation - pdf reports available for printing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Forms Definition
  • FTP Setup
  • eMAR Downtime Automation
Scenario 1: NX - eMAR Downtime Automation - 7 Day Administration Record
Specific Setup:
  • An active definition must exist in the 'Order Entry Forms Definition' form for the "Administration Record (7 day grid)" that is configured with the following:
  • 'Form Description' and 'Form Title To Be Printed' = "Administration Record - 7 day grid"
  • 'Order Types To Be Included' = all values selected.
  • 'Printed Time Format (Supported forms Only)' = "Military".
  • 'Include Routine / PRN / STAT/ Other' = all values checked.
  • 'Include Orders That Require Validation' = "Yes"
  • 'Include Expired Orders' = "No".
  • 'Include Future-Start Orders' = "Yes"
  • 'Include Future-Discontinued Orders' = "Yes"
  • An active 'SFTP - Password' configuration must exist for the server where the application resides that communicates with the FTP server.
  • An active configuration must exist for the 'Administration Record - 7 day grid' in the 'eMAR Downtime Automation' form that fits the following criteria:
  • 'Print A Blank Form for Clients With No Qualifying Orders' = "No"
  • 'Sort Clients' = "Alphabetically by Client Name (across Units/Programs)"
  • 'Create a Separate Report File for Each Selected Unit/Program' = "No"
  • 'eMAR Downtime Report to Include' = "Units"
  • 'Include All Units' = "Yes"
  • 'File Path' = a valid directory on the server where the application resides
  • 'Send File to FTP Server' = "Yes"
  • 'FTP Definition' = the definition configured for "SFTP - Password" in the 'FTP Setup' form.
  • Validate "Schedule Description: eMAR Downtime Automation(4) Recurrence Pattern : Daily" exists in the 'System Task Scheduler' and configure the 'Start Date' and 'Start Time'. This is the date and time that this task will run each day.
  • The 'RADplus Install Configuration' form must contain an active server configuration for the cache server where the application resides that uses the 'NX URL'. This is a CSMPROG only form and will be configured by a Netsmart Representative.
  • Please Note: For testing purposes, it is assumed that the 'eMAR Downtime Automation' task has run for the day.
Steps
  1. Access the cache server where the application resides and access the directory specified in the 'File Path' field on the 'eMAR Downtime Automation' form.
  2. Validate a file is displayed in the following format: YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'. (ex. 2023-05-31_1036_7 day Administration Record)
  3. Open the pdf and validate that the 'Administration Record - 7 day grid' report is displayed and contains the following:
  4. Validate all clients are in one file and that they are in alphabetical order by client's last name, first name across all units selected.
  5. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  6. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  7. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  8. Close the report and log off of the server.
  9. Access the FTP server and access the directory where the pdf's will be stored.
  10. Validate a file is displayed in the following format: YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'. (ex. 2023-05-31_1036_7 day Administration Record)
  11. Open the pdf and validate that the 'Administration Record - 7 day grid' report is displayed and contains the following:
  12. Validate all clients are in one file and that they are in alphabetical order by client's last name, first name across all units selected.
  13. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  14. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  15. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  16. Close the report and log off of the server.
Scenario 2: NX - eMAR Downtime Automation - 1 Day Administration Record
Specific Setup:
  • An active definition must exist in the 'Order Entry Forms Definition' form for the "Administration Record (1 day grid)" that is configured with the following:
  • 'Form Description' and 'Form Title To Be Printed' = "Administration Record - 1 day"
  • 'Order Types To Be Included' = "Pharmacy"
  • 'Printed Time Format (Supported forms Only)' = "AM/PM".
  • 'Include Routine / PRN / STAT/ Other' = all values checked.
  • 'Include Orders That Require Validation' = "Yes"
  • 'Include Expired Orders' = "No".
  • 'Include Future-Start Orders' = "No"
  • 'Include Future-Discontinued Orders' = "No"
  • An active configuration must exist for the 'Administration Record' in the 'eMAR Downtime Automation' form that fits the following criteria:
  • 'Print A Blank Form for Clients With No Qualifying Orders' = "No"
  • 'Sort Clients' = "Alphabetically by Client Name (across Units/Programs)"
  • 'Create a Separate Report File for Each Selected Unit/Program' = "Yes"
  • 'eMAR Downtime Report to Include' = "Programs"
  • 'Include All Programs' = "No"
  • 'Outpatient/Partial Hospitalization Programs to Include' = "(302) O.P. Adult Psych", "(303) O.P. Mature Adult Psych", and "(307) O.P. Mature Adult S.A".
  • 'File Path' = a valid directory on the server where the application resides
  • 'Delete Files After X Days' = "5"
  • 'Send File to FTP Server' = "No"
  • Validate "Schedule Description: eMAR Downtime Automation(4) Recurrence Pattern : Daily" exists in the 'System Task Scheduler' and configure the 'Start Date' and 'Start Time'. This is the date and time that this task will run each day.
  • The 'RADplus Install Configuration' form must contain an active server configuration for the cache server where the application resides that uses the 'NX URL'. This is a CSMPROG only form and will be configured by a Netsmart Representative.
  • The user logged into the application must have their action require validation. (User A)
  • Three clients must have active episodes for the following programs with qualifying orders:
  • "(302) O.P. Adult Psych" (Client A)
  • "(303) O.P. Mature Adult Psych" (Client B)
  • "(307) O.P. Mature Adult S.A" (Client C)
  • Please Note: For testing purposes, it is assumed that the 'eMAR Downtime Automation' task has run for the day.
Steps
  1. Access the cache server where the application resides and access the directory specified in the 'File Path' field on the 'eMAR Downtime Automation' form.
  2. Validate there are 3 files, one for every Outpatient and Partial Hospitalization program that was selected that contains clients with qualifying orders in the following format "Program_YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex. O.P. Adult Psych_2023-06-06_1638_1 Day Administration Record).
  3. Open one of the pdf's and validate that the 'Administration Record - 1 Day' report is displayed and contains the following:
  4. Validate that the pdf will contain all clients in that program sorted in alphabetical order by client's last name, first name.
  5. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  6. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  7. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  8. Close the report and log off of the server.
Scenario 3: NX - eMAR Downtime Automation - Administration Record
Specific Setup:
  • An active definition must exist in the 'Order Entry Forms Definition' form for the "Administration Record" that is configured with the following:
  • 'Form Description' and 'Form Title To Be Printed' = "Administration Record"
  • 'Order Types To Be Included' = all values selected.
  • 'Printed Time Format (Supported forms Only)' = "24-Hr (colon)".
  • 'Include Routine / PRN / STAT/ Other' = all values checked.
  • 'Include Orders That Require Validation' = "Yes"
  • 'Include Expired Orders' = "No".
  • 'Include Future-Start Orders' = "Yes"
  • 'Include Future-Discontinued Orders' = "No"
  • An active configuration must exist for the 'Administration Record' in the 'eMAR Downtime Automation' form that fits the following criteria:
  • 'Print A Blank Form for Clients With No Qualifying Orders' = "No"
  • 'Sort Clients' = "By Unit or Program, then by Room/Bed (for Units) or alphabetically by Client Name (for Programs)"
  • 'Create a Separate Report File for Each Selected Unit/Program' = "Yes"
  • 'eMAR Downtime Report to Include' = "Both"
  • 'Include All Units' = "Yes"
  • 'Include All Programs' = "Yes"
  • 'File Path' = a valid directory on the server where the application resides
  • 'Delete Files After X Days' = "1"
  • 'Send File to FTP Server' = "No"
  • Validate "Schedule Description: eMAR Downtime Automation(4) Recurrence Pattern : Daily" exists in the 'System Task Scheduler' and configure the 'Start Date' and 'Start Time'. This is the date and time that this task will run each day.
  • The 'RADplus Install Configuration' form must contain an active server configuration for the cache server where the application resides that uses the 'NX URL'. This is a CSMPROG only form and will be configured by a Netsmart Representative.
  • Please Note: For testing purposes, it is assumed that the 'eMAR Downtime Automation' task has run for the day.
Steps
  1. Access the cache server where the application resides and access the directory specified in the 'File Path' field on the 'eMAR Downtime Automation' form.
  2. Validate there are files for every unit that contains clients with qualifying orders in the following format "Unit_YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex.1East_2023-06-01_1038_Administration Record).
  3. Validate there are files for every Outpatient and Partial Hospitalization program that contains clients with qualifying orders in the following format "Program_YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex. O.P. Adult Psych_2023-06-01_1038_Administration Record).
  4. Open one of the pdf's and validate that the 'Administration Record' report is displayed and contains the following:
  5. Validate that the pdf for units will contain all clients in that unit and then sorted in Room/Bed order.
  6. Validate that the pdf for programs will contain all client in that program sorted in alphabetical order by client's last name, first name.
  7. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  8. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  9. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  10. Close the report and log off of the server.
Scenario 4: NX - eMAR Downtime Automation - 1 Day Alt Administration Record
Specific Setup:
  • An active definition must exist in the 'Order Entry Forms Definition' form for the "Administration Record (1 day grid Alternate Format 1)" that is configured with the following:
  • 'Form Description' and 'Form Title To Be Printed' = "Administration Record - 1 Day Alternate"
  • 'Order Types To Be Included' = "Pharmacy"
  • 'Printed Time Format (Supported forms Only)' = "AM/PM".
  • 'Include Routine / PRN / STAT/ Other' = all values checked.
  • 'Include Orders That Require Validation' = "Yes"
  • 'Include Expired Orders' = "Yes"
  • 'Incl. Exp. Orders For How Many Days Past Order's Stop Date' = "5"
  • 'Include Future-Start Orders' = "No"
  • 'Include Future-Discontinued Orders' = "No"
  • An active configuration must exist for the 'Administration Record' in the 'eMAR Downtime Automation' form that fits the following criteria:
  • 'Print A Blank Form for Clients With No Qualifying Orders' = "Yes"
  • 'Sort Clients' = "By Unit or Program, then alphabetically by Client Name"
  • 'Create a Separate Report File for Each Selected Unit/Program' = "No"
  • 'eMAR Downtime Report to Include' = "Units"
  • 'Include All Units' = "No"
  • 'Units to Include' = "(1E) 1East" and "(1N) 1North"
  • 'File Path' = a valid directory on the server where the application resides
  • 'Delete Files After X Days' = "1"
  • 'Send File to FTP Server' = "No"
  • Validate "Schedule Description: eMAR Downtime Automation(4) Recurrence Pattern : Daily" exists in the 'System Task Scheduler' and configure the 'Start Date' and 'Start Time'. This is the date and time that this task will run each day.
  • The 'RADplus Install Configuration' form must contain an active server configuration for the cache server where the application resides that uses the 'NX URL'. This is a CSMPROG only form and will be configured by a Netsmart Representative.
  • Please Note: For testing purposes, it is assumed that the 'eMAR Downtime Automation' task has run for the day.
Steps
  1. Access the cache server where the application resides and access the directory specified in the 'File Path' field on the 'eMAR Downtime Automation' form.
  2. Validate there is one pdf that contains clients with qualifying orders in the following format "YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex. 2023-06-06_1638_1 Day Administration Record - Alternate).
  3. Open the pdf and validate that the 'Administration Record - 1 Day Alternate' report is displayed and contains the following:
  4. Validate that the pdf will contain all clients in the two units selected, sorted in alphabetical order by client's last name, first name.
  5. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  6. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  7. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  8. Close the report and log off of the server.
Scenario 5: eMAR Downtime Automation - 7 Day Alt Administration Record
Specific Setup:
  • An active definition must exist in the 'Order Entry Forms Definition' form for the "Administration Record (7 day grid Alternate Format 1)" that is configured with the following:
  • 'Form Description' and 'Form Title To Be Printed' = "Administration Record - 7 Day Alt"
  • 'Order Types To Be Included' = "Pharmacy"
  • 'Printed Time Format (Supported forms Only)' = "Military"
  • 'Include Routine / PRN / STAT/ Other' = all values checked
  • 'Include Orders That Require Validation' = "Yes"
  • 'Include Expired Orders' = "Yes"
  • 'Incl. Exp. Orders For How Many Days Past Order's Stop Date' = "5"
  • 'Include Future-Start Orders' = "No"
  • 'Include Future-Discontinued Orders' = "No"
  • An active 'SFTP - Key Pair' configuration must exist for the server where the application resides that communicates with the FTP server.
  • An active configuration must exist for 'Administration Record - 7 Day Alt' in the 'eMAR Downtime Automation' form that fits the following criteria:
  • 'Print A Blank Form for Clients With No Qualifying Orders' = "Yes"
  • 'Sort Clients' = "Alphabetically by Client Name (across Units/Programs)"
  • 'Create a Separate Report File for Each Selected Unit/Program' = "Yes"
  • 'eMAR Downtime Report to Include' = "Units"
  • 'Include All Units' = "No"
  • 'Units to Include' = "1North"
  • 'File Path' = a valid directory on the server where the application resides
  • 'Send File to FTP Server' = "Yes"
  • 'FTP Definition' = the definition configured for "SFTP - Key Pair" in the 'FTP Setup' form.
  • Validate "Schedule Description: eMAR Downtime Automation(4) Recurrence Pattern : Daily" exists in the 'System Task Scheduler' and configure the 'Start Date' and 'Start Time'. This is the date and time that this task will run each day.
  • The 'RADplus Install Configuration' form must contain an active server configuration for the cache server where the application resides that uses the 'NX URL'. This is a CSMPROG only form and will be configured by a Netsmart Representative.
  • Please Note: For testing purposes, it is assumed that the 'eMAR Downtime Automation' task has run for the day.
Steps
  1. Access the cache server where the application resides and access the directory specified in the 'File Path' field on the 'eMAR Downtime Automation' form.
  2. Validate a file is displayed in the following format: "Units selected_YYYY-MM-DD_time in military format_Form Description name" set up in 'Order Entry Forms Definition'. (ex.1North_2023-05-31_1651_Administration Record - 7 Day Alternate)
  3. Open the pdf and validate that the 'Administration Record - 7 Day Alt' report is displayed and contains the following:
  4. Validate all clients are in one file and that they are in alphabetical order by client's last name, first name across all units selected.
  5. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  6. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  7. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  8. Close the report and log off of the server.
  9. Access the FTP server and access the directory where the pdf's will be stored.
  10. Validate a file is displayed in the following format: "Units selected_YYYY-MM-DD_time in military format_Form Description name" set up in 'Order Entry Forms Definition'. (ex.1North_2023-05-31_1651_Administration Record - 7 Day Alternate)
  11. Open the pdf and validate that the 'Administration Record - 7 Day Alt' report is displayed and contains the following:
  12. Validate all clients are in one file and that they are in alphabetical order by client's last name, first name across all units selected.
  13. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  14. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  15. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  16. Close the report and log off of the server.
Scenario 6: NX - eMAR Downtime Automation - Administration Record Alternate
Specific Setup:
  • An active definition must exist in the 'Order Entry Forms Definition' form for the "Administration Record (Alternate Format 1)" that is configured with the following:
  • 'Form Description' and 'Form Title To Be Printed' = "Administration Record - Alternate"
  • 'Order Types To Be Included' = all values selected.
  • 'Printed Time Format (Supported forms Only)' = "Military".
  • 'Include Routine / PRN / STAT/ Other' = all values checked.
  • 'Include Orders That Require Validation' = "Yes"
  • 'Include Expired Orders' = "No".
  • 'Include Future-Start Orders' = "No"
  • 'Include Future-Discontinued Orders' = "No"
  • An active configuration must exist for the 'Administration Record' in the 'eMAR Downtime Automation' form that fits the following criteria:
  • 'Print A Blank Form for Clients With No Qualifying Orders' = "Yes"
  • 'Sort Clients' = "Alphabetically by Client Name (across Units/Programs)"
  • 'Create a Separate Report File for Each Selected Unit/Program' = "Yes"
  • 'eMAR Downtime Report to Include' = "Both"
  • 'Include All Units' = "No"
  • 'Units to Include' = "(1N) 1North"
  • 'Include All Programs' = "No"
  • 'Programs to Include' = "(306) O.P. Adult S.A."
  • 'File Path' = a valid directory on the server where the application resides
  • 'Delete Files After X Days' = "1"
  • 'Send File to FTP Server' = "No"
  • Validate "Schedule Description: eMAR Downtime Automation(4) Recurrence Pattern : Daily" exists in the 'System Task Scheduler' and configure the 'Start Date' and 'Start Time'. This is the date and time that this task will run each day.
  • The 'RADplus Install Configuration' form must contain an active server configuration for the cache server where the application resides that uses the 'NX URL'. This is a CSMPROG only form and will be configured by a Netsmart Representative.
  • Please Note: For testing purposes, it is assumed that the 'eMAR Downtime Automation' task has run for the day.
Steps
  1. Access the cache server where the application resides and access the directory specified in the 'File Path' field on the 'eMAR Downtime Automation' form.
  2. Validate there is a file for the unit selected (1North) that contains clients with qualifying orders in the following format "Unit_YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex. 1North_2023-05-30_1039_Administration Record - Alternate).
  3. Validate there is a file for every the program selected (O.P. Adult S.A.) that contains clients with qualifying orders in the following format "Program_YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex. O.P. Adult S.A._2023-05-30_1039_Administration Record - Alternate).
  4. Open one of the pdf's and validate that the 'Administration Record - Alternate' report is displayed and contains the following:
  5. Validate that the pdf for units will contain all clients in that unit and then sorted in Room/Bed order.
  6. Validate that the pdf for programs will contain all client in that program sorted in alphabetical order by client's last name, first name.
  7. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  8. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  9. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  10. Close the report and log off of the server.
  11. After 2 days and after the 'eMAR Downtime Automation' task has run for the day,
  12. Access the cache server where the application resides and access the directory specified in the 'File Path' field on the 'eMAR Downtime Automation' form.
  13. Validate the "1North_2023-06-01_1039_Administration Record - Alternate" and "O.P. Adult S.A._2023-06-01_1039_Administration Record - Alternate" files are no longer displayed.
  14. Validate there is a new file for the unit selected (1North) that contains clients with qualifying orders in the following format "Unit_YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex. 1North_2023-06-01_1039_Administration Record - Alternate)
  15. Validate there is a file for every the program selected (O.P. Adult S.A.) that contains clients with qualifying orders in the following format "Program_YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex. O.P. Adult S.A._2023-06-01_1039_Administration Record - Alternate)
Order Entry Forms Printing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Forms Definition
  • Order Entry Forms Printing
Scenario 1: OE NX - Order Entry Forms Printing - Administration Record
Specific Setup:
  • Multiple clients must have multiple active orders.
Steps
  1. Access the 'Order Entry Forms Definition' form.
  2. Create a form for the 'Administration Record'.
  3. Access the 'Order Entry Forms Printing' form.
  4. Select the 'Administration Record' form created above and select to sort clients alphabetically by client name and click [Print Forms].
  5. Validate the 'Administration Record' report is printed with clients listed in alphabetical order by last name and includes separate pages for each client.
  6. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was run. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  7. Validate the 'D.O.B' field contains the Client's Date of Birth.
  8. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read 'Page 1 of # of total pages' and then for the next client is will return to "Page 1 of 1".
Scenario 2: OE NX - Order Entry Forms Printing - 7 Day Administration Record
Specific Setup:
  • Multiple clients must have multiple active orders.
  • A client must have an active inpatient episode. (Client A)
Steps
  1. Access the 'Order Entry Forms Definition' form.
  2. Create a form for the 'Administration Record - 7 Day'.
  3. Select "Client A" and access the Order Entry Console.
  4. Search for and select a pharmacy-type order code.
  5. Populate all required fields.
  6. Populate the 'Reason Text' field with text that has over 48 characters, hit enter and proceed with the same text for six lines.
  7. Populate the 'Addl Instructions' field with text that has over 48 characters, hit enter and proceed with the same text for nine lines.
  8. Access the 'Order Entry Forms Printing' form.
  9. Select the 'Administration Record - 7 Day' form created above and select to sort clients alphabetically by client name and click [Print Forms].
  10. Validate the 'Administration Record - 7 Day' report is printed with clients listed in alphabetical order by last name and includes separate pages for each client.
  11. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was run. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  12. Validate the 'D.O.B' field contains the Client's Date of Birth.
  13. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read 'Page 1 of # of total pages' and then for the next client is will return to "Page 1 of 1".
  14. Select "Client A" from the list of clients on the left.
  15. Validate that the order created above is displayed with an ellipsis after the first five lines of the 'Addl Instructions' and after the first five lines of the 'Reason Text'.
Scenario 3: OE NX - Order Entry Forms Printing - 1 day Administration Record - Alternate format
Specific Setup:
  • Multiple clients must have multiple active orders.
Steps
  1. Access the 'Order Entry Forms Definition' form.
  2. Create a form for the 'Alternate Record (1 day grid Alternate Format 1)'.
  3. Access the 'Order Entry Forms Printing' form.
  4. Select the form created above and select to sort clients alphabetically by client name and click [Print Forms].
  5. Validate the 'Administration Record - 1 Day Alternate' report is printed with clients listed in alphabetical order by last name and includes separate pages for each client.
  6. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was run. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  7. Validate the 'D.O.B' field contains the Client's Date of Birth.
  8. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read 'Page 1 of # of total pages' and then for the next client is will return to "Page 1 of 1".
Scenario 4: OE NX - Order Entry Forms Printing - 7 Day Administration Record - Alternate format with Fill Details
Specific Setup:
  • The application must be configured to communicate with RxConnect via Avatar HL7.
  • 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 "ADVIL 200 MG ORAL TABLET" for "2 Tablets, Twice A Day".
  3. Access the 'Launch RxConnect' form and click [Launch RxConnect].
  4. Process the order that was created for "Client A".
  5. Access the 'Order Entry Forms Definition' form.
  6. Create a form for the 'Alternate Record (7 Day grid Alternate Format)'.
  7. Access the 'Order Entry Forms Printing' form.
  8. Select the form created above, select the unit that "Client A" is associated with and select "Client A" and click [Print Forms].
  9. Validate the 'Administration Record - 7 Day Alternate' report is displayed and validate the following:
  10. The correct strength displayed in the 'Order Description' (Ibuprofen 200 mg Tablet Oral Take 400 mg = 2 Tablet by mouth Twice A Day).
  11. The 'PRINTED DATE/TIME' field contains the date and time the report was run. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  12. The 'D.O.B' field contains the Client's Date of Birth.
  13. The 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read 'Page 1 of # of total pages' and then for the next client is will return to "Page 1 of 1".
Scenario 5: OE NX - Order Entry Forms Printing - 1 Day Administration Record
Steps
  1. Access the 'Order Entry Forms Definition' form.
  2. Create a form for the 'Administration Record - 1 Day'.
  3. Access the 'Order Entry Forms Printing' form.
  4. Select the 'Administration Record - 1 Day' form created above and select to sort clients alphabetically by client name and click [Print Forms].
  5. Validate the 'Administration Record - 1 Day' report is printed with clients listed in alphabetical order by last name and includes separate pages for each client.
  6. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was run. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  7. Validate the 'D.O.B' field contains the Client's Date of Birth.
  8. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read 'Page 1 of # of total pages' and then for the next client is will return to "Page 1 of 1".
Scenario 6: OE NX - Order Entry Forms Printing - Administration Record Alternate
Specific Setup:
  • Multiple clients must have multiple active orders.
  • A client must have an active inpatient episode. (Client A)
Steps
  1. Access the 'Order Entry Forms Definition' form.
  2. Create a form for the 'Administration Record - Alternate'.
  3. Select "Client A" and access the Order Entry Console.
  4. Search for and select a pharmacy-type order code.
  5. Populate all required fields.
  6. Populate the 'Reason Text' field with text that has over 48 characters, hit enter and proceed with the same text for six lines.
  7. Populate the 'Addl Instructions' field with text that has over 48 characters, hit enter and proceed with the same text for nine lines.
  8. Access the 'Order Entry Forms Printing' form.
  9. Select the 'Administration Record - Alternate' form created above and select to sort clients alphabetically by client name and click [Print Forms].
  10. Validate the 'Administration Record - Alternate' report is printed with clients listed in alphabetical order by last name and includes separate pages for each client.
  11. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was run. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  12. Validate the 'D.O.B' field contains the Client's Date of Birth.
  13. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read 'Page 1 of # of total pages' and then for the next client is will return to "Page 1 of 1".
  14. Select "Client A" from the list of clients on the left.
  15. Validate that the order created above is displayed with an ellipsis after the first five lines of the 'Addl Instructions' and after the first five lines of the 'Reason Text'.
Topics
• NX • eMAR Downtime Automation • Order Entry Forms Printing
Update 16 Summary | Details
Orders This Episode - Pre-Admit Orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
  • Pre Admit
  • Admission
  • eMAR
Scenario 1: Orders This Episode - Pre Admit mode - Activation of one time only orders with and without Give Initial Dose Now
Specific Setup:
  • There must be no configuration in the 'External Pharmacy Setup' form.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • The following frequency codes must exist:
  • Frequency Code A = "One Time Only with Give Initial Dose Now"
  • 'Routine or PRN(As Needed)' = "Routine"
  • 'One Time Only' = "Yes"
  • 'Default Give Initial Dose Now' = "Yes"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Times/24 Hours' = "1"
  • Frequency Code B - "One Time Only at 08:00 AM"
  • 'Routine or PRN(As Needed)' = "Routine"
  • 'One Time Only' = "Yes"
  • 'Default Give Initial Dose Now' = "No", will default to this selection
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Times/24 Hours' = "1"
  • 'Hours of Administration' = "08:00 AM(06:00-11:30 AM)"
  • Frequency Code C - "One Time Only at 09:00 PM"
  • 'Routine or PRN(As Needed)' = "Routine"
  • 'One Time Only' = "Yes"
  • 'Default Give Initial Dose Now' = "No", will default to this selection
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Times/24 Hours' = "1"
  • 'Hours of Administration' = "09:00 PM(06:00-11:30 PM)"
  • Frequency Code D - "One Time Only at 09:00 AM and 09:00 PM"
  • 'Routine or PRN(As Needed)' = "Routine"
  • 'One Time Only' = "Yes"
  • 'Default Give Initial Dose Now' = "No", will default to this selection
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Times/24 Hours' = "2"
  • 'Hours of Administration' = "09:00 AM(06:00-11:30 AM)" and "09:00 PM(06:00-11:30 PM)"
  • Frequency Code E - "One Time Only"
  • 'Routine or PRN(As Needed)' = "Routine"
  • 'One Time Only' = "Yes"
  • 'Default Give Initial Dose Now' = "No", will default to this selection
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Daily"
  • 'Times/24 Hours' = "1"
  • 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.
  • Please Note: For testing purposes you do NOT have to use the same pharmacy-type order codes as were used in the test case.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "LISINOPRIL 30 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "Tablet" in the 'Dose Unit' field.
  5. Select "One Time Only with Give Initial Dose Now" in the 'Freq' field.
  6. Set the 'Duration' field to "10" and click [Days].
  7. Click [Add to Scratchpad].
  8. Search for and select "FUROSEMIDE 20 MG TABLET ORAL" in the 'New Order' field.
  9. Set the 'Dose' field to "1".
  10. Select "Tablet" in the 'Dose Unit' field.
  11. Select "One Time Only at 08:00 AM" in the 'Freq' field.
  12. Set the 'Duration' field to "10" and click [Days].
  13. Click [Add to Scratchpad].
  14. Search for and select "TYLENOL 325 MG TABLET ORAL" in the 'New Order' field.
  15. Set the 'Dose' field to "1".
  16. Select "Tablet" in the 'Dose Unit' field.
  17. Select "One Time Only" in the 'Freq' field.
  18. Set the 'Duration' field to "10" and click [Days].
  19. Click [Add to Scratchpad].
  20. Search for and select "XANAX 1 MG TABLET ORAL" in the 'New Order' field.
  21. Set the 'Dose' field to "1".
  22. Select "Tablet" in the 'Dose Unit' field.
  23. Select "One Time Only at 09:00 PM" in the 'Freq' field.
  24. Set the 'Duration' field to "10" and click [Days].
  25. Click [Add to Scratchpad] and [Sign].
  26. Validate the 'Interactions' dialog is displayed.
  27. Override all interactions and click [Save Override and Exit].
  28. Validate the 'Order grid' contains the following:
  29. The "XANAX" order with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/11/2099" in NX and "01/10/2099" in myAvatar. (The correct value is "01/10/2099" and this will be fixed with a future update for NX.)
  30. The "TYLENOL" order with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  31. The "FUROSEMIDE" order with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/11/2099" in NX and "01/10/2099" in myAvatar. (The correct value is "01/10/2099" and this will be fixed with a future update for NX.)
  32. The "LISINOPRIL" order with a 'Start Date' of the current date and a 'Stop Date' that is 10 days in the future of the current date. (This will be fixed with Avatar OE 2023 Update 11, which will be released in the near future.)
  33. Access the 'Admission' form for "Client A".
  34. Select the existing episode and click [Edit].
  35. Select an inpatient program in the 'Program' field.
  36. Populate all required fields and click [Submit].
  37. Access the Order Entry Console.
  38. Select any other existing client and wait for their orders to display.
  39. Select "Client A".
  40. Validate that [Activate] is displayed.
  41. Click [Activate].
  42. Validate the 'Order grid' contains the following:
  43. The "XANAX" order with a 'Start Date' that is equal to the current date (activation date) and a 'Stop Date' that is 10 days in the future of the 'Start Date'.
  44. The "TYLENOL" order with a 'Start Date' that is equal to the current date (activation date) and a 'Stop Date' that is 10 days in the future of the 'Start Date'.
  45. The "FUROSEMIDE" order with a 'Start Date' that is equal to tomorrow's date (the day after the activation date) and a 'Stop Date' that is 10 days in the future of the 'Start Date'.
  46. The "LISINOPRIL" order with a 'Start Date' that is equal to the current date and a 'Stop Date' that is 10 days in the future of the 'Start Date'. (This order will not be activated due to the issue described in step 8d.)
  47. Access the 'eMAR' widget.
  48. Validate the 'LISINOPRIL' order has a 'Start Date' of the current date and a 'Start Time' that is the time the order was created rounded up to the nearest half hour/hour.
  49. Validate the 'FUROSEMIDE' order has a 'Start Date' of the tomorrow's date (the day after the activation date) with a 'Start Time' of "0800", which is the next administration time.
  50. Validate the 'TYLENOL' order has a 'Start Date' of the current date (activation date) with a 'Start Time' of the activation time.
  51. Validate the 'XANAX' order has a 'Start Date' of the current date (activation date) with a 'Start Time' of "2100", which is the next administration time.
Topics
• Order Entry Console • NX
Update 17 Summary | Details
eMAR NX - 'Results' text for follow-ups
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
Scenario 1: eMAR - Follow-Up 'Result' field when extended attribute off of 'Order Type' is set to "Yes".
Specific Setup:
  • The ‘(570) Require Result Text / Comment on Avatar eMAR Follow-up’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for dictionary code "2 - For pain or fever”:
  • The '(537) Time Interval For eMAR Follow-Up Reminder (Minutes)' extended attribute must not contain a value.
  • The '(571) Require Result Text / Comment on Avatar eMAR Follow-up' extended attribute must be set to "No" or "No, but allow exceptions based on the 'Order Code'"
  • The 'Require Result Text/Comment on Avatar eMAR Follow-up' field in the 'Order Code Setup' form must be set to "No" for a pharmacy-type order code. (Order Code A)
  • 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, ‘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" using a 'Frequency Code' with no administration times associated with it and no 'Reason Code' selected.
  3. Access the 'eMAR' widget.
  4. Validate an order for "Order Code A" is displayed with no administration times under the current date.
  5. Perform 'Order Acknowledgement' and 'Client Education' on the order.
  6. Click 'Click here to provide override reason' and select a value in the 'Please provide a reason for not scanning the client wristband' field and click [Ok].
  7. Administer the order with a successful administration event.
  8. Validate a follow-up row for "Order Code A" exists.
  9. Double click the 'Follow-up' cell under the current date.
  10. Validate the 'Administration Record - Results' dialog is displayed and that the 'Result' field is required.
  11. Access the Order Entry Console.
  12. Create a second order for "Order Code A" using a 'Frequency Code with no administration times associated with it and select a 'Reason' of "For pain or fever".
  13. Access the 'eMAR' widget.
  14. Validate an order for "Order Code A" is displayed with no administration times under the current date.
  15. Perform 'Order Acknowledgement' and 'Client Education' on the order.
  16. Click 'Click here to provide override reason' and select a value in the 'Please provide a reason for not scanning the client wristband' field and click [Ok].
  17. Administer the order with a successful administration event.
  18. Validate a follow-up row for "Order Code A" exists.
  19. Double click the 'Follow-up' cell under the current date.
  20. Validate the 'Administration Record - Results' dialog is displayed and that the 'Result' field is required.
Scenario 2: eMAR - Follow-Up 'Result' field when extended attribute off of 'Order Type' is set to "No".
Specific Setup:
  • The ‘(570) Require Result Text / Comment on Avatar eMAR Follow-up’ extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for dictionary code "2 - For pain or fever”:
  • The '(537) Time Interval For eMAR Follow-Up Reminder (Minutes)' extended attribute must not contain a value.
  • The '(571) Require Result Text / Comment on Avatar eMAR Follow-up' extended attribute must be set to "Yes" or "Yes, but allow exceptions based on the 'Order Code'"
  • The 'Require Result Text/Comment on Avatar eMAR Follow-up' field in the 'Order Code Setup' form must be set to "Yes" for a pharmacy-type order code. (Order Code A)
  • 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, ‘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" using a 'Frequency Code' with no administration times associated with it and no 'Reason Code' selected.
  3. Access the 'eMAR' widget.
  4. Validate an order for "Order Code A" is displayed with no administration times under the current date.
  5. Perform 'Order Acknowledgement' and 'Client Education' on the order.
  6. Click 'Click here to provide override reason' and select a value in the 'Please provide a reason for not scanning the client wristband' field and click [Ok].
  7. Administer the order with a successful administration event.
  8. Validate a follow-up row for "Order Code A" exists.
  9. Double click the 'Follow-up' cell under the current date.
  10. Validate the 'Administration Record - Results' dialog is displayed and that the 'Result' field is not required.
  11. Access the Order Entry Console.
  12. Create a second order for "Order Code A" using a 'Frequency Code with no administration times associated with it and select a 'Reason' of "For pain or fever".
  13. Access the 'eMAR' widget.
  14. Validate an order for "Order Code A" is displayed with no administration times under the current date.
  15. Perform 'Order Acknowledgement' and 'Client Education' on the order.
  16. Click 'Click here to provide override reason' and select a value in the 'Please provide a reason for not scanning the client wristband' field and click [Ok].
  17. Administer the order with a successful administration event.
  18. Validate a follow-up row for "Order Code A" exists.
  19. Double click the 'Follow-up' cell under the current date.
  20. Validate the 'Administration Record - Results' dialog is displayed and that the 'Result' field is not required.
Scenario 3: eMAR - Follow-Up 'Result' field when extended attribute off of 'Reason Code Setup' is set to "Yes".
Specific Setup:
  • The ‘(570) Require Result Text / Comment on Avatar eMAR Follow-up’ extended attribute must be set to “No, but allow exceptions based on 'Reason Code' and/or 'Order Code'” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for dictionary code "2 - For pain or fever”:
  • The '(537) Time Interval For eMAR Follow-Up Reminder (Minutes)' extended attribute must not contain a value.
  • The '(571) Require Result Text / Comment on Avatar eMAR Follow-up' extended attribute must be set to "Yes".
  • The 'Require Result Text/Comment on Avatar eMAR Follow-up' field in the 'Order Code Setup' form must be set to "No" for a pharmacy-type order code. (Order Code A)
  • 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, ‘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" using a 'Frequency Code' with administration times associated with it and select a 'Reason' of "For pain or fever"
  3. Access the 'eMAR' widget.
  4. Validate an order for "Order Code A" is displayed with administration times under the current date.
  5. Perform 'Order Acknowledgement' and 'Client Education' on the order.
  6. Click 'Click here to provide override reason' and select a value in the 'Please provide a reason for not scanning the client wristband' field and click [Ok].
  7. Administer the order with a successful administration event.
  8. Validate a follow-up row for "Order Code A" exists.
  9. Double click the 'Follow-up' cell under the current date.
  10. Validate the 'Administration Record - Results' dialog is displayed and that the 'Result' field is required.
  11. Access the Order Entry Console.
  12. Create a second order for "Order Code A" using a 'Frequency Code with no administration times associated with it and no 'Reason Code' selected.
  13. Access the 'eMAR' widget.
  14. Validate a second order for "Order Code A" is displayed with administration times under the current date.
  15. Perform 'Order Acknowledgement' and 'Client Education' on the order.
  16. Click 'Click here to provide override reason' and select a value in the 'Please provide a reason for not scanning the client wristband' field and click [Ok].
  17. Administer the order with a successful administration event.
  18. Validate a follow-up row for "Order Code A" exists.
  19. Double click the 'Follow-up' cell under the current date.
  20. Validate the 'Administration Record - Results' dialog is displayed and that the 'Result' field is not required.
Scenario 4: eMAR - Follow-Up 'Result' field when extended attribute off of 'Reason Code Setup' is set to "No".
Specific Setup:
  • The ‘(570) Require Result Text / Comment on Avatar eMAR Follow-up’ extended attribute must be set to “Yes, but allow exceptions based on 'Reason Code' and/or 'Order Code'” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for dictionary code "2 - For pain or fever”:
  • The '(537) Time Interval For eMAR Follow-Up Reminder (Minutes)' extended attribute must not contain a value.
  • The '(571) Require Result Text / Comment on Avatar eMAR Follow-up' extended attribute must be set to "No".
  • The 'Require Result Text/Comment on Avatar eMAR Follow-up' field in the 'Order Code Setup' form must be set to "Yes" for a pharmacy-type order code. (Order Code A)
  • 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, ‘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" using a 'Frequency Code' with no administration times associated with it and no 'Reason Code' selected.
  3. Access the 'eMAR' widget.
  4. Validate an order for "Order Code A" is displayed with no administration times under the current date.
  5. Perform 'Order Acknowledgement' and 'Client Education' on the order.
  6. Click 'Click here to provide override reason' and select a value in the 'Please provide a reason for not scanning the client wristband' field and click [Ok].
  7. Administer the order with a successful administration event.
  8. Validate a follow-up row for "Order Code A" exists.
  9. Double click the 'Follow-up' cell under the current date.
  10. Validate the 'Administration Record - Results' dialog is displayed and that the 'Result' field is required.
  11. Access the Order Entry Console.
  12. Select the order created for "Order Code A" and click [Modify].
  13. Select "For pain or fever" in the 'Reason' field and enter any value in the 'Reason Text' field and click [Add to Scratchpad] and [Sign].
  14. Access the 'eMAR' widget.
  15. Validate a second order for "Order Code A" is displayed with no administration times under the current date and that the original order is discontinued.
  16. Perform 'Order Acknowledgement' and 'Client Education' on the order.
  17. Click 'Click here to provide override reason' and select a value in the 'Please provide a reason for not scanning the client wristband' field and click [Ok].
  18. Administer the order with a successful administration event.
  19. Validate a follow-up row for "Order Code A" exists.
  20. Double click the 'Follow-up' cell under the current date.
  21. Validate the 'Administration Record - Results' dialog is displayed and that the 'Result' field is not required.
Scenario 5: eMAR - Follow-Up 'Result' field when 'Require Result Text/Comment on Avatar eMAR Follow-up' is set to "No".
Specific Setup:
  • The ‘(570) Require Result Text / Comment on Avatar eMAR Follow-up’ extended attribute must be set to “Yes, but allow exceptions based on 'Reason Code' and/or 'Order Code'” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for dictionary code "2 - For pain or fever”:
  • The '(537) Time Interval For eMAR Follow-Up Reminder (Minutes)' extended attribute must not contain a value.
  • The '(571) Require Result Text / Comment on Avatar eMAR Follow-up' extended attribute must be set to "Yes, but allow exceptions based on the 'Order Code'".
  • The 'Require Result Text/Comment on Avatar eMAR Follow-up' field in the 'Order Code Setup' form must be set to "No" for a pharmacy-type order code. (Order Code A)
  • 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, ‘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" using a 'Frequency Code' with no administration times associated with it and no 'Reason Code' selected.
  3. Access the 'eMAR' widget.
  4. Validate an order for "Order Code A" is displayed with no administration times under the current date.
  5. Perform 'Order Acknowledgement' and 'Client Education' on the order.
  6. Click 'Click here to provide override reason' and select a value in the 'Please provide a reason for not scanning the client wristband' field and click [Ok].
  7. Administer the order with a successful administration event.
  8. Validate a follow-up row for "Order Code A" exists.
  9. Double click the 'Follow-up' cell under the current date.
  10. Validate the 'Administration Record - Results' dialog is displayed and that the 'Result' field is not required.
  11. Access the Order Entry Console.
  12. Select the order created for "Order Code A" and click [Modify].
  13. Select "For pain or fever" in the 'Reason' field and enter any value in the 'Reason Text' field and click [Add to Scratchpad] and [Sign].
  14. Access the 'eMAR' widget.
  15. Validate a second order for "Order Code A" is displayed with no administration times under the current date and that the original order is discontinued.
  16. Perform 'Order Acknowledgement' and 'Client Education' on the order.
  17. Click 'Click here to provide override reason' and select a value in the 'Please provide a reason for not scanning the client wristband' field and click [Ok].
  18. Administer the order with a successful administration event.
  19. Validate a follow-up row for "Order Code A" exists.
  20. Double click the 'Follow-up' cell under the current date.
  21. Validate the 'Administration Record - Results' dialog is displayed and that the 'Result' field is not required.
Scenario 6: eMAR - Follow-Up 'Result' field when 'Require Result Text/Comment on Avatar eMAR Follow-up' is set to "Yes".
Specific Setup:
  • The ‘(570) Require Result Text / Comment on Avatar eMAR Follow-up’ extended attribute must be set to “No, but allow exceptions based on 'Reason Code' and/or 'Order Code'” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for dictionary code "2 - For pain or fever”:
  • The '(537) Time Interval For eMAR Follow-Up Reminder (Minutes)' extended attribute must not contain a value.
  • The '(571) Require Result Text / Comment on Avatar eMAR Follow-up' extended attribute must be set to "No, but allow exceptions based on the 'Order Code'".
  • The 'Require Result Text/Comment on Avatar eMAR Follow-up' field in the 'Order Code Setup' form must be set to "Yes" for a pharmacy-type order code. (Order Code A)
  • 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, ‘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" using a 'Frequency Code' with no administration times associated with it and no 'Reason Code' selected.
  3. Access the 'eMAR' widget.
  4. Validate an order for "Order Code A" is displayed with no administration times under the current date.
  5. Perform 'Order Acknowledgement' and 'Client Education' on the order.
  6. Click 'Click here to provide override reason' and select a value in the 'Please provide a reason for not scanning the client wristband' field and click [Ok].
  7. Administer the order with a successful administration event.
  8. Validate a follow-up row for "Order Code A" exists.
  9. Double click the 'Follow-up' cell under the current date.
  10. Validate the 'Administration Record - Results' dialog is displayed and that the 'Result' field is required.
  11. Access the Order Entry Console.
  12. Select the order created for "Order Code A" and click [Modify].
  13. Select "For pain or fever" in the 'Reason' field and enter any value in the 'Reason Text' field and click [Add to Scratchpad] and [Sign].
  14. Access the 'eMAR' widget.
  15. Validate a second order for "Order Code A" is displayed with no administration times under the current date and that the original order is discontinued.
  16. Perform 'Order Acknowledgement' and 'Client Education' on the order.
  17. Click 'Click here to provide override reason' and select a value in the 'Please provide a reason for not scanning the client wristband' field and click [Ok].
  18. Administer the order with a successful administration event.
  19. Validate a follow-up row for "Order Code A" exists.
  20. Double click the 'Follow-up' cell under the current date.
  21. Validate the 'Administration Record - Results' dialog is displayed and that the 'Result' field is required.
Scenario 7: eMAR - Follow-Up 'Result' field is required when extended attribute off of 'Reason Code Setup' is set to "No" for one reason code and "Yes" for another - Multiple Reasons
Specific Setup:
  • The following extended attributes must be set in Order Entry Tabled Files '(500) Order Types' dictionary for "Pharmacy":
  • The '(548) Enable Multiple Reasons at Order Entry' extended attribute must be set to "Yes".
  • The ‘(570) Require Result Text / Comment on Avatar eMAR Follow-up’ extended attribute must be set to “Yes, but allow exceptions based on 'Reason Code'".
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for dictionary code "1 - agitation”:
  • The '(537) Time Interval For eMAR Follow-Up Reminder (Minutes)' extended attribute must not contain a value.
  • The '(571) Require Result Text / Comment on Avatar eMAR Follow-up' extended attribute must be set to "Yes".
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for dictionary code "2 - For pain or fever”:
  • The '(537) Time Interval For eMAR Follow-Up Reminder (Minutes)' extended attribute must not contain a value.
  • The '(571) Require Result Text / Comment on Avatar eMAR Follow-up' extended attribute must be set to "No".
  • The 'Require Result Text/Comment on Avatar eMAR Follow-up' field in the 'Order Code Setup' form does not have a value selected for a pharmacy-type order code. (Order Code A)
  • 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, ‘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" using a 'Frequency Code' with no administration times associated with it and selecting "For agitation" and "For pain or fever" in the 'Multiple Reasons' dialog.
  3. Access the 'eMAR' widget.
  4. Validate an order for "Order Code A" is displayed with no administration times under the current date.
  5. Perform 'Order Acknowledgement' and 'Client Education' on the order.
  6. Click 'Click here to provide override reason' and select a value in the 'Please provide a reason for not scanning the client wristband' field and click [Ok].
  7. Administer the order with a successful administration event.
  8. Validate a follow-up row for "Order Code A" exists.
  9. Double click the 'Follow-up' cell under the current date.
  10. Validate the 'Administration Record - Results' dialog is displayed and that the 'Result' field is required.
Scenario 8: eMAR - Dietary order - Follow-Up 'Results' field
Specific Setup:
  • The ‘(570) Require Result Text / Comment on Avatar eMAR Follow-up’ extended attribute must be set to “No, but allow exceptions based on 'Reason Code' and/or 'Order Code'” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Dietary”.
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for dictionary code "2 - For pain or fever”:
  • The '(537) Time Interval For eMAR Follow-Up Reminder (Minutes)' extended attribute must not contain a value.
  • The '(571) Require Result Text / Comment on Avatar eMAR Follow-up' extended attribute must be set to "No".
  • The 'Require Result Text/Comment on Avatar eMAR Follow-up' field in the 'Order Code Setup' form must be set to "Yes" for a dietary-type order code. (Order Code A)
  • 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, ‘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" using a 'Frequency Code' without administration times associated with it and do not select a value in the 'Reason' field.
  3. Access the 'eMAR' widget.
  4. Validate an order for "Order Code A" is displayed with no administration times under the current date.
  5. Perform 'Order Acknowledgement' and 'Client Education' on the order.
  6. Administer the order with a successful administration event.
  7. Double click the administered cell.
  8. Validate the 'Administration Record - Results' dialog is displayed and that the 'Result' field is required.
  9. Access the Order Entry Console.
  10. Create a second order for "Order Code A" using a 'Frequency Code with no administration times associated with it and select "For pain or fever" in the 'Reason' field and enter 'Reason Text'.
  11. Access the 'eMAR' widget.
  12. Validate a second order for "Order Code A" is displayed with administration times under the current date.
  13. Perform 'Order Acknowledgement' and 'Client Education' on the order.
  14. Administer the order with a successful administration event.
  15. Double click the administered cell.
  16. Validate the 'Administration Record - Results' dialog is displayed and that the 'Result' field is not required.
Topics
• Avatar eMAR • NX
Update 22 Summary | Details
OE NX - Admission / Discharge Medication Reconciliation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console - Admission Med Reconciliation
Scenario 1: OE NX - Discharge Med Reconciliation - Validate the correct 'Ordering Practitioner' is displayed
Specific Setup:
  • The logged in user must contain an apostrophe in the 'User Description'
  • Two practitioners must exist. (Practitioner A and Practitioner B)
  • "Practitioner A" is associated with the user who is logged into the application.
  • Two clients must have active inpatient episodes and no active orders. (Client A and Client B).
  • “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. Search for and select "Client A".
  2. Access the Order Entry Console and select the 'Discharge Med Reconciliation' tab.
  3. Click the 'No Prescription Required' checkbox.
  4. Search for and select "Zubsolv 11.4 MG-2.9 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
  5. Set the 'Dose' field to "1".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "As Needed" in the 'Freq' field.
  8. Set the 'Days Supply' field to "15" and press Tab.
  9. Validate the 'Dispense Qty' field contains "15".
  10. Validate the 'Dispense Qty Unit' field contains "Tablet".
  11. Click [Add to Scratchpad].
  12. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  13. Search for and select "Practitioner B" in the 'Ordering Practitioner' field, click [Hold in Pending Status].
  14. Validate that the 'Discharge Med Reconciliation' tab is in view-only mode aside from the following being enabled: [Restart Reconciliation], [Edit Pending Reconciliation], and [Activate & Reconcile].
  15. Validate the 'Ordering Practitioner' field contains "Practitioner B".
  16. Select "Client B" in the 'My Clients' widget
  17. Access the 'Discharge Med Reconciliation' tab and validate the 'Ordering Practitioner' field contains "Practitioner A".
  18. Select "Client A" in the 'My Clients' widget
  19. Access the 'Discharge Med Reconciliation' tab and validate the 'Ordering Practitioner' field contains "Practitioner B".
  20. Click [Activate & Reconcile] and [Sign].
  21. Validate that the 'Discharge Med Reconciliation' tab is in view-only mode.
  22. Validate the 'Ordering Practitioner' field contains "Practitioner B".
  23. Select "Client B" in the 'My Clients' widget
  24. Access the 'Discharge Med Reconciliation' tab and validate the 'Ordering Practitioner' field contains "Practitioner A".


Scenario 2: OE NX - Admission Med Reconciliation - Validate the correct 'Ordering Practitioner' is displayed
Specific Setup:
  • The logged in user must contain an apostrophe in the 'User Description'
  • Two practitioners must exist. (Practitioner A and Practitioner B)
  • "Practitioner A" is associated with the user who is logged into the application.
  • Two clients must have active inpatient episodes and no active orders. (Client A and Client B).
  • “Client A” must have two episodes of which the second is the inpatient episode and 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 B" should only have one episode.
Steps
  1. Search for and select "Client A".
  2. Access the Order Entry Console and select the 'Admission Med Reconciliation' tab.
  3. Search for and select " AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
  4. Set the 'Dose' field to "1".
  5. Validate the 'Dose Unit' field contains "Tablet".
  6. Select "Every Day" in the 'Freq' field.
  7. Set the 'Duration' field to "10" and click [Days].
  8. Validate the 'Days Supply' field contains "10".
  9. Validate the 'Dispense Qty' field contains "10".
  10. Select "Tablet" in the 'Dispense Qty Unit' field.
  11. Click [Add to Scratchpad].
  12. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  13. Search for and select "Practitioner B" in the 'Ordering Practitioner' field, click [Reconcile & Sign].
  14. Validate that the 'Admission Med Reconciliation' tab is in view-only mode.
  15. Validate that the 'Ordering Practitioner' field contains "Practitioner B".
  16. Select "Client B" in the 'My Clients' widget
  17. Validate the 'Ordering Practitioner' field contains "Practitioner A".
Topics
• Order Entry Console • NX
Update 28 Summary | Details
OE NX - Discharge Medication Reconciliation
Scenario 1: OE NX - Discharge Med Reconciliation - 12 orders in Orders This Episode, 12 Orders in Home Medications, order actions and Review and Sign
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" has 12 active orders on the 'Orders This Episode' section and 12 active orders on the 'Home Medications' section.
  • A few of the orders on the 'Orders This Episode' tab must have a large order description (Can use the 'Reason Text' with a large amount of text, and/or 'Ask on Order Entry' questions with a large amount of text.)
Steps
  1. Select "Client A" and access the Order Entry console.
  2. Click the 'Discharge Medication Reconciliation' tab.
  3. Validate all orders are displayed correctly on both the 'Inpatient Medications' list and the 'Home Medications Scratchpad (Post-Discharge)'.
Topics
• Order Entry Console • NX
Update 30 Summary | Details
OE NX - Home Medications - PDMP
Scenario 1: OE NX - HM - PDMP
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Click the 'PDMP' link.
  4. Validate the information displays correctly.
Topics
• Order Entry Console • NX
Update 33 Summary | Details
Lab Orders - automatically discontinued upon receiving results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Importing
  • Results Entry
Scenario 1: OE NX - Create multiple Lab orders, enter results for all orders in one message via Results Importing, and ensure all orders are Discontinued
Specific Setup:
  • The ‘(546) DC One-Time-Only Orders Upon Receipt of Final Result' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”.
  • Please log out of the application and log back in after completing the above configuration.
  • Must have an Inbound Lab Results file with 3 OBR segments with the following information:
  • MSH-10 = unique number
  • PID-2 and PID-3 = PATID
  • OBR-2 = Order # for order 1
  • OBR-2 = Order # for order 2
  • OBR-2 = Order # for order 3
  • The above file must be placed on the server where the database resides.
  • A client must have an active inpatient episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create 3 lab-type orders all with one-time-only 'Frequency Codes'.
  3. Validate they show in the 'Order grid' with an 'Order Status' of "Active".
  4. Please make note of the "Order #" for each order.
  5. Ensure the Inbound Lab Results file has the appropriate segments populated.
  6. Access 'Results Importing' and enter a file path that points to the location of the file that will be imported.
  7. Click [Import], receive an 'Import Complete' message and click [OK].
  8. Validate a 'Results Importing' report is displayed with "Successfully Filed: 1".
  9. Click [Close Report] and close the form.
  10. Access the Order Entry Console and validate there are no orders in the 'Order grid'.
  11. Change the 'Order Status' to "Discontinued" and validate that all 3 lab orders are displayed with an 'Order Status' of "Completed(Completed automatically upon receipt of results)".
  12. Click [View] in the 'Last Activity' column for each order and validate it includes the results for each order.
Scenario 2: OE NX - Create a lab order, create a result with multiple details, delete one detail and delete header
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a lab order.
  3. Access the 'Results Entry' form and select the order created.
  4. Create a header for the order.
  5. Click the 'Result Details' tab and create two details associated with the header.
  6. Remain on the 'Result Details' tab and delete one of the details created.
  7. Click on the 'Result Main' tab and delete the header associated with the order.
  8. Validate all results are deleted.
Topics
• Order Entry Console • NX • Results
 

Avatar_OE_2023_Quarterly_Release_2023.03_Details.csv