Avatar OE 2023 Quarterly Release 2023.04 Acceptance Tests

• Latest Monthly Release is installed.

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].

• 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".

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].

• 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)

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.

• Two users must exist. One whose actions require validation and who is not associated with a practitioner (User A) and one whose actions do not require validation, who can validate others orders, and who is associated with a practitioner. (User B)
• A client must have an active episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A).
• “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

1. Log into the application as "User A".
2. Select "Client A" and access the Order Entry Console.
3. Search for and select any pharmacy-type order code in the 'New Order' field
4. Populate all required fields.
5. Click [Add to Scratchpad].
6. Set the 'Ordering Practitioner' field to the practitioner associated with "User B".
7. Click [Final Review].
8. Validate the 'Interactions' dialog is displayed.
9. Override all interactions and click [Save Override and Exit].
10. Validate the 'Final Review' dialog is displayed.
11. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
12. Validate the new order is displayed with an 'Order Status' of "Requires Validation(User B - Create New Order)".
13. Log out of the application.
14. Log into the application as "User B".
15. Select "Client A" and access the Order Entry Console.
16. Select the order that requires validation and click [Validate].
17. Validate the 'Final Review' dialog is displayed.
18. Validate the 'Action' column is equal to "VALIDATE".
19. Validate the 'Order Details' column contains "Action: NEW ORDER".
20. Select "None" in the 'Output' field and click [Sign].
21. Validate the order appears in the 'Order grid' with an 'Order Status' of "Active".
22. Log out of the application.
23. Log into the application as "User A".
24. Select "Client A" and access the Order Entry Console.
25. Select the order in the 'Order grid' and click [Modify].
26. Set the 'Start Date' field to a date that is twenty six days in the past and click [Add to Scratchpad].
27. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
28. Click [Final Review].
29. Validate the 'Interactions' dialog is displayed.
30. Override all interactions and click [Save Override and Exit].
31. Validate the 'Final Review' dialog is displayed.
32. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
33. Validate the new order is displayed with an 'Order Status' of "Requires Validation(User B - Create New Order)".
34. Log out of the application.
35. Log into the application as "User B".
36. Select "Client A" and access the Order Entry Console.
37. Select the order that requires validation and click [Validate].
38. Validate the 'Final Review' dialog is displayed.
39. Validate the 'Action' column is equal to "VALIDATE".
40. Validate the 'Order Details' column contains "MODIFY ORDER".
41. Select "None" in the 'Output' field and click [Sign].
42. Validate the order appears in the 'Order grid' with an 'Order Status' of "Active No Renew - Use Reorder".
43. Log into the application as "User A".
44. Select "Client A" and access the Order Entry Console.
45. Select the order in the 'Order grid' and click [Reorder] and [Add to Scratchpad].
46. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
47. Click [Final Review].
48. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
49. Validate two orders are displayed in the 'Order grid' one with an 'Order Status' of "Requires Validation(User B - Create New Order)" and one with an 'Order Status' of "Active Reordered".
50. Log out of the application.
51. Log into the application as "User B".
52. Select "Client A" and access the Order Entry Console.
53. Select the order that requires validation and click [Validate].
54. Validate the 'Final Review' dialog is displayed.
55. Validate the 'Action' column is equal to "VALIDATE".
56. Validate the 'Order Details' column contains "Action: REORDER".
57. Select "None" in the 'Output' field and click [Sign].
58. Validate the order appears in the 'Order grid' with an 'Order Status' of "Active".
59. Log out of the application.
60. Log into the application as "User A".
61. Select "Client A" and access the Order Entry Console.
62. Select the order in the 'Order grid' with an 'Order Status' of "Active" and click [Copy].
63. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [No].
64. Click [Add to Scratchpad].
65. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
66. Click [Final Review].
67. Validate the 'Interactions' dialog is displayed.
68. Override all interactions and click [Save Override and Exit].
69. Validate the 'Final Review' dialog is displayed.
70. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
71. Validate the new order is displayed with an 'Order Status' of "Requires Validation(User B - Create New Order)".
72. Log out of the application.
73. Log into the application as "User B".
74. Select "Client A" and access the Order Entry Console.
75. Select the order that requires validation and click [Validate].
76. Validate the 'Final Review' dialog is displayed.
77. Validate the 'Action' column is equal to "VALIDATE".
78. Validate the 'Order Details' column contains "Action: NEW ORDER".
79. Select "None" in the 'Output' field and click [Sign].
80. Validate the order appears in the 'Order grid' with an 'Order Status' of "Active".
81. Log out of the application.
82. Log into the application as "User A".
83. Select "Client A" and access the Order Entry Console.
84. Validate there are 3 orders in the 'Order grid'. Two have an 'Order Status' of "Active" and one has an 'Order Status' of "Active Reordered".
85. Select the first order in the 'Order grid' with an 'Order Status' of "Active" and click [DC] and [Add to Scratchpad].
86. Select the second order in the 'Order grid' with an 'Order Status' of "Active" and click [DC] and [Add to Scratchpad].
87. Select the third order in the 'Order grid' that has an 'Order Status' of "Active Reordered" and click [DC] and [Add to Scratchpad].
88. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
89. Click [Final Review].
90. Validate that "Pending" is selected by default in the 'Output' column for each order and click [Sign].
91. Log out of the application.
92. Log into the application as "User B".
93. Select "Client A" and access the Order Entry Console.
94. Select "Discontinued" in the 'Status' field.
95. Select the first, second, and third order that requires validation while holding the Ctrl key and click [Validate].
96. Validate that all orders have been validated and contain an 'Order Status' of "Discontinued".

• Two users must exist. One whose actions require validation and who is not associated with a practitioner (User A) and one whose actions do not require validation, who can validate others orders, and who is associated with a practitioner. (User B)
• A client must have an active inpatient episode.
• “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.

1. Log into the application as "User A".
2. Select "Client A" and access the Order Entry Console.
3. Click the 'Home Medications' tab.
4. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
5. Search for and select any medication in the 'New Order' field
6. Populate all required fields.
7. Click [Add to Scratchpad] and [Final Review].
8. Validate the 'Final Review' dialog is displayed.
9. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
10. Select "Pending" in the 'Status' field.
11. Validate the new order is displayed.
12. Log out of the application.
13. Log into the application as "User B".
14. Select "Client A" and access the Order Entry Console.
15. Click the 'Home Medications' tab.
16. Select "Pending" in the 'Status' field.
17. Select the pending order and click [Validate].
18. Validate the 'Final Review' dialog is displayed.
19. Validate the 'Action' column is equal to "VALIDATE".
20. Validate the 'Order Details' column contains "Action: NEW ORDER".
21. Select "None" in the 'Output' field and click [Sign].
22. Select "Active" in the 'Status' field.
23. Validate the order is displayed with a 'Order Status' of "Active".
24. Log into the application as "User A".
25. Select "Client A" and access the Order Entry Console.
26. Click the 'Home Medications' tab.
27. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
28. Select the medication in the list of current medications and click [Modify].
29. Select a different value in the 'Frequency' field and click [Add to Scratchpad] and [Final Review].
30. Validate the 'Final Review' dialog is displayed.
31. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
32. Select "Pending" in the 'Status' field.
33. Validate the new order is displayed.
34. Log out of the application.
35. Log into the application as "User B".
36. Select "Client A" and access the Order Entry Console.
37. Click the 'Home Medications' tab.
38. Select "Pending" in the 'Status' field.
39. Select the pending order and click [Validate].
40. Validate the 'Final Review' dialog is displayed.
41. Validate the 'Action' column is equal to "VALIDATE".
42. Validate the 'Order Details' column contains "Action: MODIFY ORDER".
43. Select "None" in the 'Output' field and click [Sign].
44. Select "Active" in the 'Status' field.
45. Validate the order is displayed with a 'Order Status' of "Active".
46. Log into the application as "User A".
47. Select "Client A" and access the Order Entry Console.
48. Click the 'Home Medications' tab.
49. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
50. Select the medication in the list of current medications and click [Reorder].
51. Click [Add to Scratchpad] and [Final Review].
52. Validate the 'Final Review' dialog is displayed.
53. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
54. Select "Pending" in the 'Status' field.
55. Validate the new order is displayed.
56. Log out of the application.
57. Log into the application as "User B".
58. Select "Client A" and access the Order Entry Console.
59. Click the 'Home Medications' tab.
60. Select "Pending" in the 'Status' field.
61. Select the pending order and click [Validate].
62. Validate the 'Final Review' dialog is displayed.
63. Validate the 'Action' column is equal to "VALIDATE".
64. Validate the 'Order Details' column contains "Action: REORDER".
65. Select "None" in the 'Output' field and click [Sign].
66. Select "Active" in the 'Status' field.
67. Validate the order is displayed with a 'Order Status' of "Active".
68. Log into the application as "User A".
69. Select "Client A" and access the Order Entry Console.
70. Click the 'Home Medications' tab.
71. Set the 'Ordering Practitioner' to the practitioner associated with "User B".
72. Select the medication in the list of current medications and click [D/C].
73. Select any value in the 'Discontinue Reason' field and click [Add to Scratchpad] and [Final Review].
74. Validate the 'Final Review' dialog is displayed.
75. Validate that "Pending" is selected by default in the 'Output' column and click [Sign].
76. Select "Pending" in the 'Status' field.
77. Validate the new order is displayed.
78. Log out of the application.
79. Log into the application as "User B".
80. Select "Client A" and access the Order Entry Console.
81. Click the 'Home Medications' tab.
82. Select "Pending" in the 'Status' field.
83. Select the pending order and click [Validate].
84. Validate the 'Final Review' dialog is displayed.
85. Validate the 'Action' column is equal to "VALIDATE".
86. Validate the 'Order Details' column contains "Action: DISCONTINUE ORDER".
87. Select "None" in the 'Output' field and click [Sign].
88. Select "Active" in the 'Status' field.
89. Select "Discontinue" from the 'Status' field.
90. Validate the order is displayed with an 'Order Status' of "Discontinued".

• 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.

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.

• 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.

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.

• 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.

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.

• 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.

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.

• 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.

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.

• 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.

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)

• Multiple clients must have multiple active orders.

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".

• Multiple clients must have multiple active orders.
• A client must have an active inpatient episode. (Client A)

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'.

• Multiple clients must have multiple active orders.

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".

• 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.

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".

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".

• Multiple clients must have multiple active orders.
• A client must have an active inpatient episode. (Client A)

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'.

• 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.

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.

• 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.

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.

• 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.

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.

• 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.

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.

• 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.

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.

• 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.

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.

• 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.

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.

• 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.

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.

• 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.

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.

Internal Testing Only

• A client must have two episodes. Episode 1 whose program or unit are configured in the 'External Pharmacy Setup' form and Episode 2 in a program which is not mapped to an OrderConnect Agency in the 'OrderConnect Facility/Agency Definition' form. (Client A)
• “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

1. Select "Client A" and access the Order Entry Console.
2. Select "Episode #1" in the 'Episode Header'.
3. Select a value in the 'Program' field, which is below the 'Scratchpad'.
4. Uncheck the 'Reported' checkbox.
5. Search for and select a medication.
6. Populate all required fields and click [Add to Scratchpad] and [Final Review].
7. Validate the 'Final Review' dialog is displayed.
8. Select "None" in the 'Output' column and click [Sign].
9. Validate the medication appears in the list of current medications.
10. Select the order and click [Reorder]
11. Click [Add to Scratchpad].
12. Do not touch this instance of Avatar for over 20 minutes.
13. Once the 20 minutes is up click [Final Review]
14. Validate the 'Final Review' dialog is displayed.
15. Select "None" in the 'Output' column and click [Sign].
16. Validate the order displays in the 'Order grid'.

• 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.

1. Select "Client A" and access the Order Entry Console.
2. Select the 'Orders This Episode' tab.
3. Search for and select any pharmacy-type order code in the 'New Order' field.
4. Populate all required fields and click [Add to Scratchpad].
5. Search for and select any other pharmacy-type order code in the 'New Order' field.
6. Populate all required fields and click [Add to Scratchpad] and [Sign].
7. Validate an 'Interaction' dialog is displayed.
8. Override all interactions and click [Save Override and Exit].
9. Select the 'Home Medications' tab.
10. Select any value in the 'Program' field.
11. Validate the 'Reported' checkbox is checked.
12. Search for and select any non-controlled medication in the 'New Order' field.
13. Populate the 'Dose' and 'Frequency' fields and click [Save].
14. Click the 'Medication history reviewed and completed for Episode #1' checkbox.
15. Select the 'Admission Reconciliation' tab.
16. Select the order in the 'Home Medications (Pre-Admission)' grid and click [Add to Scratchpad].
17. Select the new order in the 'Inpatient Medications Scratchpad'.
18. Set the 'Dose' field to "1".
19. Select "Tablet" in the 'Dose Unit' field.
20. Set the 'Duration' field to "28" and click [Days].
21. Click [Update Order] and [Hold In Pending Status].
22. Validate an 'Interactions' dialog is displayed.
23. Override all interactions and click [Save Override and Exit].
24. Select the 'Orders This Episode' tab.
25. Click 'myDay'.
26. Access the 'Admission' form and select "episode 1" for "Client A" and click [Edit].
27. Select an inpatient program that is configured in the 'External Pharmacy Setup' form.
28. Click the 'Inpatient/Partial/Day Treatment' section and select a value in the 'Unit', 'Room', 'Bed', and 'Room and Board Billing Code' field.
29. Click [Submit].
30. Access the Order Entry Console.
31. Select the 'Admission Reconciliation' tab.
32. Select any other client in the 'My Clients' widget.
33. Select "Client A".
34. Select the 'Admission Reconciliation' tab.
35. Click [Edit Pending Reconciliation].
36. Validate a warning message is displayed and click [OK].
37. Select the order in the 'Inpatient Medications Scratchpad' that has an action of "ADD".
38. Populate any required fields and click [Update Order] and [Hold in Pending Status].
39. Validate an 'Interactions' dialog is displayed.
40. Override all interactions and click [Save Override and Exit].
41. Click [Activate for Reconciliation]
42. Validate that all values in the 'Output' field are enabled.
43. Validate that "eRX" is selected by default.
44. Click [Sign]
45. Validate that 'Admission Reconciliation' is in view-only mode.

• A client must have an active episode. (Client A)

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.

• 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)

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.

• A client must have an active episode. (Client A)

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.

• Two users must exist. Both users must have assigned Practitioners. (User A and User 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.
• "User A" must be logged into the application.

1. Select "Client A" and access the Order Entry Console.
2. Create a pharmacy-type order with a duration of "7 Days", and an 'Ordering Physician' of the practitioner associated with "User A". (Order A)
3. Select "Order A" from the 'Order grid' and click [Renew].
4. Set the 'Renew' field to "58" and click [Days].
5. Validate the 'Current Stop Date' field contains the current date.
6. Validate the 'New Stop Date' contains a date that is 58 days in the future of the current date.
7. Click [Add to Scratchpad].
8. Validate the 'Ordering Practitioner' field contains the practitioner associated with "User A" and click [Sign].
9. An 'Interactions' dialog maybe displayed.
10. Override all interactions and click [Save Override and Exit].
11. Validate the 'Order grid' contains the order for "Order A" with a 'Stop Date' that is 58 days in the future from current date, and an 'Ordering Physician' that is associated with "User A".
12. Log out of the application and log back in as "User B".
13. Select "Client A" and access the Order Entry Console.
14. Select the order in the 'Order grid' and click [Renew].
15. Set the 'Renew' field to "60" and validate that [Days] is selected.
16. Validate the 'New Stop Date' contains a date that is 60 days in the future of the current date.
17. Click [Add to Scratchpad].
18. Validate the 'Ordering Practitioner' field contains the practitioner associated with "User B" and click [Sign].
19. An 'Interactions' dialog maybe displayed.
20. Override all interactions and click [Save Override and Exit].
21. Validate the 'Order grid' contains the order for "Order A" with a 'Stop Date' that is 60 days in the future from current date, and an 'Ordering Physician' that is associated with "User A" and a 'Last Renew:' that is associated with 'User B'.

• Must have "To Do" selected in the 'Notification Method' field on the 'Notifications Setup' form for 'Notification Types' of "Order Entry (Renewal Due)" and "Order Entry (Reorder Due)".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Send Renew/Reorder Notification To' registry setting must be set to "O".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Number of Days Before Order Expiration to Send Renew To Do' registry setting must be set to "5".
• Two users must exist.One whose actions require validation and is not associated with a staff member. (User A) One whose actions do not require validation and is associated with a staff member. (User B)
• Must have the 'My TO DO's' widget on the HomeView.
• 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.
• Must be logged into the application as "User A".

1. Select "Client A" and access the Order Entry Console.
2. Search for and select a pharmacy-type order code.
3. Ensure the 'Freq' is "Every Day", the 'Duration' field is "28 Days", and the 'Start Date' is 26 days in the past of the current date.
4. Click [Add to Scratchpad]
5. Validate the 'Ordering Practitioner' field contains no value.
6. Set the 'Ordering Practitioner' field to the staff member associated with "User B" and click [Sign].
7. Validate the 'Order grid' contains the new order with an 'Order Status' of "Requires Validation(staff associated with "User B" - Create New Order)", and the staff member associated with "User B" as the 'Ordering Physician'.
8. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
9. Log into the application as "User B".
10. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
11. Validate there is a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
12. Hover over the i icon and validate it states: "Requires Validation", which was set up in the 'Notifications Setup' form.
13. Click [Close].
14. Select "Client A" and access the Order Entry Console.
15. Click [R].
16. Validate the 'Renew' dialog is displayed.
17. Click [Refresh].
18. Validate the 'Renew' dialog does not contain a row for "Client A" and click [Cancel].
19. Select the order in the 'Order grid' and click [Validate].
20. Validate the order in the 'Order grid' now has an 'Order Status' of "Active".
21. Click HomeView.
22. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
23. Validate there is no 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
24. Click [Close].
25. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
26. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
27. Validate there is a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
28. Hover over the i icon and validate it states: "Order needs to be renewed", which was set up in the 'Notifications Setup' form.
29. Click [Close].
30. Select "Client A" and access the Order Entry Console.
31. Click [R].
32. Validate the 'Renew' dialog is displayed.
33. Click [Refresh].
34. Validate the 'Renew' dialog contains a row for "Client A" and click [Cancel].
35. Search for and select a different pharmacy-type order code.
36. Ensure the 'Freq' is "Every Day", the 'Duration' field is "28 Days", and the 'Start Date' is 24 days in the past of the current date.
37. Click [Add to Scratchpad] and [Sign].
38. Validate the 'Order grid' contains the new order with an 'Order Status' of "Active" and the staff member associated with "User B" as the 'Ordering Physician'.
39. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
40. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
41. Validate there is a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
42. Hover over the i icon and validate it states: "Order needs to be renewed", which was set up in the 'Notifications Setup' form.
43. Click [Close].
44. Select "Client A" and access the Order Entry Console.
45. Click [R].
46. Validate the 'Renew' dialog is displayed.
47. Click [Refresh].
48. Validate the 'Renew' dialog contains a row for "Client A" and click [Cancel].
49. Log out of the application and log back in as "User A".
50. Select "Client A" and access the Order Entry Console.
51. Select the 1st order in the 'Order grid' and click [Renew].
52. Validate the 'Effective Renew Date' field contains the current date.
53. Validate the 'New Stop Date' contains a date that is 28 days in the future of the current date.
54. Click [Add to Scratchpad].
55. Set the 'Ordering Practitioner' field to the staff member associated with "User B".
56. Select the 2nd order in the 'Order grid' and click [Renew].
57. Click [Add to Scratchpad].
58. Validate the 'Ordering Practitioner' field contains the staff member associated with "User B".
59. Click [Sign].
60. Validate the 'Order grid' contains both orders with an 'Order Status' of "Requires Validation(staff associated with "User B" - Renew)", and the staff member associated with "User B" as the 'Ordering Physician'.
61. Log out of the application and log back in as "User B".
62. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
63. Validate there is a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
64. Hover over the i icon and validate it states: "Requires Validation", which was set up in the 'Notifications Setup' form.
65. Click [Close].
66. Select "Client A" and access the Order Entry Console.
67. Click [R].
68. Validate the 'Renew' dialog is displayed.
69. Click [Refresh].
70. Validate the 'Renew' dialog does not contain a row for "Client A" and click [Cancel].
71. Select both rows in the 'Order grid' and click [Validate].
72. Validate that both orders appear in the 'Order grid' with an 'Order Status' of "Active".
73. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
74. Validate there is no 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
75. Click [Close].
76. 
    

• Must have "To Do" selected in the 'Notification Method' field on the 'Notifications Setup' form for 'Notification Types' of "Order Entry (Renewal Due)" and "Order Entry (Reorder Due)".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Send Renew/Reorder Notification To' registry setting must be set to "L".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Number of Days Before Order Expiration to Send Renew To Do' registry setting must be set to "5".
• A user must exist whose actions do not require validation and who is associated with a staff member. (User A)
• Must have the 'My TO DO's' widget on the HomeView.
• 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.
• Must be logged into the application as "User A".

1. Select "Client A" and access the Order Entry Console.
2. Search for and select a pharmacy-type order code in the 'New Order' field.
3. Populate all required fields ensuring that the 'Duration' field is "28" and [Days] is selected, that the 'Stop Date' is less than 5 days in the future of the current date.
4. Click [Add to Scratchpad].
5. Validate the 'Ordering Practitioner' field contains the staff member associated with "User A".
6. Click [Sign].
7. Validate an 'Interactions' dialog is displayed.
8. Override all interactions and click [Save Override and Exit].
9. Validate the 'Order grid' contains the new order and that the 'Ordering Physician' contains the staff member associated with "User A".
10. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
11. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
12. Validate there is a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
13. Click [Close].
14. Select "Client A" and access the Order Entry Console.
15. Click [R].
16. Validate the 'Renew' dialog is displayed.
17. Click [Refresh] and validate "Client A" is displayed with a "1" in the 'Number to Renew' field.
18. Please note that the 'To Do' item was sent to the 'Ordering Practitioner' because this order has not yet been renewed.
19. Select the row for "Client A" and click [Renew].
20. Validate the 'Status' field contains "Renew Due".
21. Validate the 'Order grid' contains the order to be renewed.
22. Select the order in the 'Order grid' and click [Renew].
23. Validate the 'Effective Renew Date/Time' fields contain the current date and time.
24. Validate the 'Renew' field contains "28" and that [Days] is selected.
25. Validate the 'New Stop Date' field contains a date that is 28 days in the future of the 'Effective Renew Date' field.
26. Validate the 'New Stop Time' field contains a time that is 1 minute prior to the 'Effective Renew Time'.
27. Set the 'Effective Renew Date' field to a date that is 26 days in the past of the current date.
28. Validate the 'New Stop Date' field contains a date that is 28 days in the future of the 'Effective Renew Date' and 2 days in the future of the current date.
29. Click [Add to Scratchpad].
30. Validate the 'Ordering Practitioner' field contains the staff member associated with "User A" and click [Sign].
31. Validate an 'Interactions' dialog is displayed.
32. Override all interactions and click [Save Override and Exit].
33. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
34. Validate there is no 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
35. Click [Close].
36. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
37. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
38. Validate there is a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
39. Click [Close].
40. Please note that the 'To Do' item was sent to the staff member associated with "User A" because this order was renewed by the same individual who created the order.
41. Validate that "Client A" is selected and access the Order Entry Console.
42. Select the order in the 'Order grid' and click [Renew].
43. Set the 'Effective Renew Date' field to a date that is 27 days in the past of the current date and press Tab.
44. Validate the 'New Stop Date' field contains a date that is one day in the future of the current date.
45. Click [Add to Scratchpad].
46. Set the 'Ordering Practitioner' field to the staff member associated with "User B" and click [Sign].
47. Validate an 'Interactions' dialog is displayed.
48. Override all interactions and click [Save Override and Exit].
49. Validate the 'Order grid' contains the order with the staff member associated with "User A" and "Last Renew: staff member associated with "User B""
50. Access the 'HomeView'.
51. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
52. Validate there is no 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
53. Click [Close].
54. Access the Order Entry Console and click [R].
55. Validate the 'Renew' dialog does not contain a row for "Client A" and click [Cancel].
56. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
57. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
58. Validate there is no 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
59. Click [Close].
60. Access the Order Entry Console and click [R].
61. Validate the 'Renew' dialog does not contain a row for "Client A" and click [Cancel].
62. Please note that the To Do Item and the row in the 'Renew' dialog no longer exist because they were satisfied for the staff member associated with "User A".
63. Log out of the application and log back in as "User B".
64. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
65. Validate there is a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
66. Click [Close].
67. Select "Client A" and access the Order Entry Console and click [R].
68. Validate the 'Renew' dialog contains a row for "Client A".
69. Please note that the To Do was sent to the 'Last Renewing Practitioner'.
70. Select the row and click [Renew].
71. Validate the 'Status' field contains "Renew Due".
72. Validate the 'Order grid' contains the order to be renewed.
73. Select the order and click [Renew] and [Add to Scratchpad].
74. Validate the 'Ordering Practitioner' field contains the staff member associated with "User B" and click [Sign].
75. Validate an 'Interactions' dialog is displayed.
76. Override all interactions and click [Save Override and Exit].
77. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
78. Validate there is no 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
79. Click [Close].
80. Access the Order Entry Console and click [R].
81. Validate the 'Renew' dialog does not contain a row for "Client A" and click [Cancel].

• Must have "To Do" selected in the 'Notification Method' field on the 'Notifications Setup' form for 'Notification Types' of "Order Entry (Renewal Due)" and "Order Entry (Reorder Due)".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Send Renew/Reorder Notification To' registry setting must be set to "O".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Number of Days Before Order Expiration to Send Renew To Do' registry setting must be set to "5".
• Two users must exist, both associated with staff members.(User A and User B)
• Must have the 'My TO DO's' widget on the HomeView.
• 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.
• Must be logged into the application as "User A".

1. Select "Client A" and access the Order Entry Console.
2. Search for and select a pharmacy-type order code.
3. Ensure the 'Freq' is "Twice A Day", the 'Duration' field is "28 Days", 'Start Date' is 25 days in the past of the current date, and the 'Start Time' is "12:00 AM".
4. Click [Add to Scratchpad]
5. Validate the 'Ordering Practitioner' field contains the staff member associated with "User A".
6. Set the 'Ordering Practitioner' field to the staff member associated with "User B" and click [Sign].
7. Validate the 'Order grid' contains the order with the staff member associated with "User B".
8. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
9. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
10. Validate there is no 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
11. Click [Close].
12. Select "Client A" and access the Order Entry Console.
13. Click [R].
14. Validate the 'Renew' dialog is displayed.
15. Click [Refresh].
16. Validate the 'Renew' dialog does not contain a row for "Client A" and click [Cancel].
17. Log out of the application and log back in as "User B".
18. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
19. Validate there is a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
20. Click [Close].
21. Select "Client A" and access the Order Entry Console.
22. Click [R].
23. Validate the 'Renew' dialog is displayed and contains a row for "Client A".
24. Please Note that the 'Ordering Practitioner' is receiving the To Do item and the row for "Client A" in the 'Renew' dialog.

• Must have "To Do" selected in the 'Notification Method' field on the 'Notifications Setup' form for 'Notification Types' of "Order Entry (Renewal Due)" and "Order Entry (Reorder Due)".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Send Renew/Reorder Notification To' registry setting must be set to "A".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Number of Days Before Order Expiration to Send Renew To Do' registry setting must be set to "5".
• A user must have a staff member associated with them. (User A)
• Must have the 'My TO DO's' widget on the HomeView.
• Please log out of the application and log back in after completing the above configuration.
• A client must have an active outpatient episode.(Client A)
• "Client A" must not have an 'Attending Practitioner' associated with them.
• “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.
• Must be logged into the application as "User A".

1. Select "Client A" and access the Order Entry Console.
2. Search for and select a pharmacy-type order code.
3. Populate all required fields setting the 'Start Date' field that is 24 days in the past, validating the 'Stop Date' field contains a date that is 4 days in the future, ensuring the 'Duration' is "28 Days" and that the 'Ordering Practitioner' field contains the staff member associated with the user who is logged into the application.
4. Click [Add to Scratchpad] and [Sign].
5. An 'Interactions' dialog may be displayed.
6. Override all interactions and click [Save Override and Exit].
7. Validate the 'Order grid' contains the new order with the staff member associated with the user who is logged into the application in the 'Ordering Physician' column.
8. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
9. Log into the application as "User A".
10. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
11. Validate there is a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
12. Click [Close].
13. Select "Client A" and access the Order Entry Console.
14. Click [R].
15. Validate the 'Renew' dialog is displayed.
16. Click [Refresh] and validate "Client A" is displayed with a "1" in the 'Number to Renew' field.
17. Please note that the 'To Do' item was sent to the 'Ordering Practitioner' due to the fact that an 'Attending Practitioner' did not exist for this client and episode.

• Must have "To Do" selected in the 'Notification Method' field on the 'Notifications Setup' form for 'Notification Types' of "Order Entry (Renewal Due)" and "Order Entry (Reorder Due)".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Send Renew/Reorder Notification To' registry setting must be set to "A".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Number of Days Before Order Expiration to Send Renew To Do' registry setting must be set to "5".
• Two users must exist whose actions do not require validation. (User A and User B)
• "User A" and "User B" must both have staff members associated with them.
• Must have the 'My TO DO's' widget on the HomeView.
• 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 an 'Attending Practitioner' who is the staff member associated with "User 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.
• Must be logged into the application as "User A".

1. Select "Client A" and access the Order Entry Console.
2. Search for and select any pharmacy-type order code in the 'New Order' field.
3. Populate all required fields ensuring that the 'Duration' field is "28" and [Days] is selected, that the 'Stop Date' is less than 5 days in the future of the current date.
4. Click [Add to Scratchpad].
5. Set the 'Ordering Practitioner' field to the staff member associated with "User B".
6. Click [Sign].
7. An 'Interactions' dialog may be displayed.
8. Override all interactions and click [Save Override and Exit].
9. Validate the 'Order grid' contains the new order and that the 'Ordering Physician' contains the staff member associated with "User B".
10. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
11. Log into the application as "User A".
12. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
13. Validate there is a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
14. Click [Close].
15. Select "Client A" and access the Order Entry Console.
16. Click [R].
17. Validate the 'Renew' dialog is displayed.
18. Click [Refresh] and validate "Client A" is displayed with a "1" in the 'Number to Renew' field.
19. Please note that the 'To Do' item was sent to the 'Attending Practitioner'.
20. Log out of the application and log back in as "User B".
21. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
22. Validate there is not a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
23. Click [Close].
24. Select "Client A" and access the Order Entry Console.
25. Click [R].
26. Validate the 'Renew' dialog is displayed.
27. Click [Refresh] and validate that a row for "Client A" is not displayed.
28. Click [Cancel].
29. Select the order in the 'Order grid' and click [Renew].
30. Set the 'Effective Renew Date' field to a date that is 25 days in the past.
31. Validate the 'Renew' field contains "28" and that [Days] is selected.
32. Validate the 'New Stop Date' field contains a date that is 3 days in the future.
33. Click [Add to Scratchpad].
34. Validate the 'Ordering Practitioner' field contains the staff member associated with "User B".
35. Click [Sign].
36. An 'Interactions' dialog may be displayed.
37. Override all interactions and click [Save Override and Exit].
38. Validate the 'Order grid' contains the new order and that the 'Ordering Physician' contains the staff member associated with "User B".
39. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
40. Validate there is not a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
41. Click [Close].
42. Access the Order Entry Console and click [R].
43. Click [Refresh] and validate that there is not a row in the 'Renew' dialog for "Client A".
44. Click [Cancel].
45. Log out of the application and log back in as "User A".
46. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
47. Validate there is a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
48. Click [Close].
49. Select "Client A" and access the Order Entry Console.
50. Click [R].
51. Validate the 'Renew' dialog is displayed.
52. Click [Refresh] and validate "Client A" is displayed with a "1" in the 'Number to Renew' field.
53. Click [Cancel]
54. Please note that the 'To Do' item was sent to the 'Attending Practitioner'.
55. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
56. Log into the application as "User A".
57. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
58. Validate there is a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
59. Click [Close].
60. Select "Client A" and access the Order Entry Console.
61. Click [R].
62. Validate the 'Renew' dialog is displayed.
63. Click [Refresh] and validate "Client A" is displayed with a "1" in the 'Number to Renew' field.
64. Click [Cancel]
65. Please note that the 'To Do' item was sent to the 'Attending Practitioner'.
66. Log out of the application and log back in as "User B".
67. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
68. Validate there is not a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
69. Click [Close].
70. Select "Client A" and access the Order Entry Console and click [R].
71. Click [Refresh] and validate that there is not a row in the 'Renew' dialog for "Client A".
72. Click [Cancel].
73. Select the order in the 'Order grid' and click [Renew].
74. Set the 'Effective Renew Date' field to a date that is 27 days in the past.
75. Validate the 'New Stop Date' field contains a date that is 1 day in the future.
76. Click [Add to Scratchpad].
77. Search for and select the staff member associated with "User A" in the 'Ordering Practitioner' field.
78. Click [Sign].
79. An 'Interactions' dialog may be displayed.
80. Override all interactions and click [Save Override and Exit].
81. Validate the 'Order grid' contains the new order and that the 'Ordering Physician' contains the staff member associated with "User B" Last Renew: staff member associated with "User A".
82. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
83. Log into the application and "User B".
84. Select "Client A" and access the Order Entry Console and click [R].
85. Click [Refresh] and validate that there is not a row in the 'Renew' dialog for "Client A".
86. Click [Cancel].
87. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
88. Validate there is not a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
89. Click [Close].
90. Log out of the application and log back in as "User A".
91. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
92. Validate there is a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
93. Click [Close].
94. Select "Client A" and access the Order Entry Console.
95. Click [R].
96. Validate the 'Renew' dialog is displayed.
97. Validate "Client A" is displayed with a "1" in the 'Number to Renew' field.
98. Click [Cancel]
99. Please note that the 'To Do' item was sent to the 'Attending Practitioner'.

• Must have "To Do" selected in the 'Notification Method' field on the 'Notifications Setup' form for 'Notification Types' of "Order Entry (Renewal Due)" and "Order Entry (Reorder Due)".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Send Renew/Reorder Notification To' registry setting must be set to "NONE".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Number of Days Before Order Expiration to Send Renew To Do' registry setting must be set to "5".
• A user must exist that is associated with a staff member. (User A)
• Must have the 'My TO DO's' widget on the HomeView.
• 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.
• Must be logged into the application as "User A".

1. Select "Client A" and access the Order Entry Console.
2. Search for and select a pharmacy-type order code
3. Populate all required fields ensuring that the 'Duration' field is "28" and [Days] is selected, that the 'Stop Date' is less than 5 days in the future of the current date.
4. Click [Add to Scratchpad].
5. Set the 'Ordering Practitioner' field to the staff member associated with "User A".
6. Click [Sign].
7. An 'Interactions' dialog may be displayed.
8. Override all interactions and click [Save Override and Exit].
9. Validate the 'Order grid' contains the new order and that the 'Ordering Physician' contains the staff member associated with "User A".
10. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
11. Log into the application as "User A".
12. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
13. Validate there is no 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
14. Click [Close].
15. Select "Client A" and access the Order Entry Console.
16. Click [R].
17. Validate the 'Renew' dialog is displayed.
18. Click [Refresh] and validate "Client A" is not displayed.
19. Please note that the 'To Do' item was not sent.

• Must have "To Do" selected in the 'Notification Method' field on the 'Notifications Setup' form for 'Notification Types' of "Order Entry (Renewal Due)" and "Order Entry (Reorder Due)".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Send Renew/Reorder Notification To' registry setting must not contain a value.
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Number of Days Before Order Expiration to Send Renew To Do' registry setting must be set to "5".
• Two users must exist whose actions do not require validation. (User A and User B)
• "User A" and "User B" must both have staff members associated with them.
• Must have the 'My TO DO's' widget on the HomeView.
• 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 an 'Attending Practitioner' who is the staff member associated with "User 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.
• Must be logged into the application as "User B".

1. Select "Client A" and access the Order Entry Console.
2. Search for and select a pharmacy-type order code in the 'New Order' field.
3. Populate all required fields ensuring that the 'Duration' field is "28" and [Days] is selected, that the 'Stop Date' is less than 5 days in the future of the current date.
4. Click [Add to Scratchpad].
5. Validate the 'Ordering Practitioner' field contains the staff member associated with "User B".
6. Click [Sign].
7. An 'Interactions' dialog may be displayed.
8. Override all interactions and click [Save Override and Exit].
9. Validate the 'Order grid' contains the new order and that the 'Ordering Physician' contains the staff member associated with "User B".
10. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
11. Log into the application as "User B".
12. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
13. Validate there is a 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
14. Click [Close].
15. Select "Client A" and access the Order Entry Console.
16. Click [R].
17. Validate the 'Renew' dialog is displayed.
18. Click [Refresh] and validate "Client A" is displayed with a "1" in the 'Number to Renew' field.
19. Please note that the 'To Do' item was sent to the 'Ordering Practitioner'.
20. Log out of the application and log in as "User A".
21. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
22. Validate there is no 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
23. Click [Close].
24. Select "Client A" and access the Order Entry Console.
25. Click [R].
26. Validate the 'Renew' dialog is displayed.
27. Click [Refresh] and validate "Client A" is displayed with a "1" in the 'Number to Renew' field.
28. Please note that the 'To Do' item was sent to the 'Ordering Practitioner' and that both the 'Ordering Practitioner' and the 'Attending Practitioner' have values in the 'Renew' dialog.

• Must have "To Do" selected in the 'Notification Method' field on the 'Notifications Setup' form for 'Notification Types' of "Order Entry (Renewal Due)" and "Order Entry (Reorder Due)".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Send Renew/Reorder Notification To' registry setting must be set to "A&L&O".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Number of Days Before Order Expiration to Send Renew To Do' registry setting must be set to "5".
• A user must exist who is associated with a staff member. (User A)
• Must have the 'My TO DO's' widget on the HomeView.
• 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 an 'Attending Practitioner' who is the staff member associated with "User 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.
• Must be logged into the application as "User A".

1. Select "Client A" and access the Order Entry Console.
2. Search for and select any pharmacy-type order code in the 'New Order' field.
3. Populate all required fields ensuring that the 'Duration' field is "28" and [Days] is selected, that the 'Stop Date' is less than 5 days in the future of the current date.
4. Click [Add to Scratchpad].
5. Validate the 'Ordering Practitioner' field contains the staff member associated with "User A".
6. Click [Sign].
7. An 'Interactions' dialog may be displayed.
8. Override all interactions and click [Save Override and Exit].
9. Validate the 'Order grid' contains the new order and that the 'Ordering Physician' contains the staff member associated with "User A".
10. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
11. Log into the application as "User A".
12. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
13. Validate there is one 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
14. Click [Close].
15. Select "Client A" and access the Order Entry Console.
16. Click [R].
17. Validate the 'Renew' dialog is displayed.
18. Click [Refresh] and validate "Client A" is displayed with a "1" in the 'Number to Renew' field.
19. Please note that only one 'To Do' item was sent to the staff member associated with "User A".
20. Select the row and click [Renew].
21. Validate the 'Status' field contains "Renew Due".
22. Select the order in the 'Order grid' and click [Renew] and [Add to Scratchpad].
23. Validate the 'Ordering Practitioner' field contains the staff member associated with "User A".
24. Click [Sign].
25. An 'Interactions' dialog may be displayed.
26. Override all interactions and click [Save Override and Exit].
27. Validate the 'Order grid' contains the new order and that the 'Ordering Physician' contains the staff member associated with "User A".
28. Select "Active" in the 'Status' field.
29. Access the 'HomeView'.
30. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
31. Validate there are no 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
32. Click [Close].
33. Validate "Client A" is selected and access the Order Entry Console.
34. Click [R].
35. Validate the 'Renew' dialog is displayed.
36. Click [Refresh] and validate that there is no row for "Client A".
37. Click [Cancel].
38. Select the order in the 'Order grid' and click [Renew].
39. Set the 'Effective Renew Date' field to a date that is 27 days in the past.
40. Validate the 'New Stop Date' field contains a date that is one day in the future.
41. Click [Add to Scratchpad].
42. Validate the 'Ordering Practitioner' field contains the staff member associated with "User A".
43. Click [Sign].
44. An 'Interactions' dialog may be displayed.
45. Override all interactions and click [Save Override and Exit].
46. Validate the 'Order grid' contains the renewed order and that the 'Ordering Physician' contains the staff member associated with "User A".
47. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
48. Log into the application as "User A".
49. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
50. Validate there is one 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
51. Click [Close].
52. Select "Client A" and access the Order Entry Console.
53. Click [R].
54. Validate the 'Renew' dialog is displayed.
55. Click [Refresh] and validate "Client A" is displayed with a "1" in the 'Number to Renew' field.
56. Please note that only one 'To Do' item was sent to the staff member associated with "User A".

• Must have "To Do" selected in the 'Notification Method' field on the 'Notifications Setup' form for 'Notification Types' of "Order Entry (Renewal Due)" and "Order Entry (Reorder Due)".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Send Renew/Reorder Notification To' registry setting must be set to "A&L&O".
• The 'Avatar Order Entry->Facility Defaults->To Do Items->->->Number of Days Before Order Expiration to Send Renew To Do' registry setting must be set to "5".
• 3 users must exist that are associated with staff members. (User A, User B, and User C)
• Must have the 'My TO DO's' widget on the HomeView.
• 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 an 'Attending Practitioner' who is the staff member associated with "User 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.
• Must be logged into the application as "User A".

1. Select "Client A" and access the Order Entry Console.
2. Search for and select any pharmacy-type order code in the 'New Order' field.
3. Populate all required fields ensuring that the 'Duration' field is "28" and [Days] is selected, and that the 'Stop Date' is less than 5 days in the future of the current date.
4. Click [Add to Scratchpad].
5. Validate the 'Ordering Practitioner' field contains the staff member associated with "User A".
6. Set the 'Ordering Physician' field to the staff member associated with "User B".
7. Click [Sign].
8. An 'Interactions' dialog may be displayed.
9. Override all interactions and click [Save Override and Exit].
10. Validate the 'Order grid' contains the new order and that the 'Ordering Physician' contains the staff member associated with "User B".
11. Select the order in the 'Order grid' and click [Renew].
12. Set the 'Effective Renew Date' field to a date that is 27 days in the past.
13. Validate the 'New Stop Date' field contains a date that is one day in the future.
14. Click [Add to Scratchpad].
15. Set the 'Ordering Practitioner' field to the staff member associated with "User C".
16. Click [Sign].
17. An 'Interactions' dialog may be displayed.
18. Override all interactions and click [Save Override and Exit].
19. Validate the 'Order grid' contains the new order and that 'Ordering Physician' contains the staff member associated with "User B" Last Renew: Staff Member associated with "User C".
20. Click 'HomeView'.
21. Wait until the nightly process runs. Usually occurs at the same time every night and can be configured via the 'System Task Scheduler' form.
22. Log into the application as "User A".
23. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
24. Validate there is one 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
25. Click [Close].
26. Select "Client A" and access the Order Entry Console.
27. Click [R].
28. Validate the 'Renew' dialog is displayed.
29. Click [Refresh] and validate "Client A" is displayed with a "1" in the 'Number to Renew' field.
30. Please note that only one 'To Do' item was sent to the the staff member associated with "User A", who is the "Attending Practitioner".
31. Log out of the application and log back in as "User B".
32. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
33. Validate there is one 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
34. Click [Close].
35. Select "Client A" and access the Order Entry Console.
36. Click [R].
37. Validate the 'Renew' dialog is displayed.
38. Click [Refresh] and validate "Client A" is displayed with a "1" in the 'Number to Renew' field.
39. Please note that only one 'To Do' item was sent to the staff member associated with "User B", who is the "Ordering Practitioner".
40. Log out of the application and log back in as "User C".
41. Access the 'My TO DO's' widget and click the button in the top left hand corner in order to view all To Do's.
42. Validate there is one 'Renew/Validate Orders' To Do under 'Orders' for "Client A".
43. Click [Close].
44. Select "Client A" and access the Order Entry Console.
45. Click [R].
46. Validate the 'Renew' dialog is displayed.
47. Click [Refresh] and validate "Client A" is displayed with a "1" in the 'Number to Renew' field.
48. Please note that only one 'To Do' item was sent to the the staff member associated with "User C", who is the "Renewing Practitioner".