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Avatar OE 2023 Update 12

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Product Requirements / Recommendations

Avatar CWS required
Avatar OE required
RADplus required

Recommended Update Level

RADplus 2023 Update 34

Additional Requirements

NOTE: Avatar RADplus 2023 Update 34 is required for full functionality.

Product Update Form Description

Support is provided for 'eMAR Downtime Automation', a process that can run automatically via the 'System Task Scheduler' to generate any of the product 'Administration Record' forms that are available for the 'Order Entry Forms Printing' process, saving the output as one or more PDF files.  These PDF files could then be used to support medication (and other) administrations in the event that Avatar eMAR is unavailable. The 'eMAR Downtime Automation' form is provided to allow for configuration of this functionality. NOTE: Avatar RADplus 2023 Update 34 is required for full functionality.  In addition, an issue is resolved in the various product "Administration Record" Crystal Reports (generated via the 'Order Entry Forms Printing' form) where the error "A subscript must be between 1 and the size of the array" could occur.

Included Updates

None

Required Updates

None

Details
NEW2 CHANGED0 FIXED0
New (2)
eMAR Downtime Automation - pdf reports available for printing
Support is provided for 'eMAR Downtime Automation', a process that can run automatically via the 'System Task Scheduler' to generate any of the product 'Administration Record' forms that are available for the 'Order Entry Forms Printing' process, saving the output as one or more PDF files.  These PDF files could then be used to support medication (and other) administrations in the event that Avatar eMAR is unavailable. The 'eMAR Downtime Automation' form is provided to allow for configuration of this functionality. 
NOTE: Avatar RADplus 2023 Update 34 is required for full functionality.
In addition, an issue is resolved in the various product "Administration Record" Crystal Reports (generated via the 'Order Entry Forms Printing' form) where the error "A subscript must be between 1 and the size of the array" could occur.
Value Added: The 'eMAR Downtime Automation' form is provided to allow for configuration of this functionality.
Topics
• eMAR Downtime Automation • NX
 
Order Entry Forms Printing
Enhancements are introduced on all reports created in 'Order Entry Forms Printing', with the exception of the "Physician Order Validation' form.
Value Added: Including additional information on the forms.
Topics
• NX • Order Entry Forms Printing
 
Acceptance Tests
AV-87159 Summary | Details
eMAR Downtime Automation - pdf reports available for printing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR Downtime Automation
  • FTP Setup
  • Order Entry Forms Definition
Scenario 1: NX - eMAR Downtime Automation - 7 Day Administration Record
Specific Setup:
  • An active definition must exist in the 'Order Entry Forms Definition' form for the "Administration Record (7 day grid)" that is configured with the following:
  • 'Form Description' and 'Form Title To Be Printed' = "Administration Record - 7 day grid"
  • 'Order Types To Be Included' = all values selected.
  • 'Printed Time Format (Supported forms Only)' = "Military".
  • 'Include Routine / PRN / STAT/ Other' = all values checked.
  • 'Include Orders That Require Validation' = "Yes"
  • 'Include Expired Orders' = "No".
  • 'Include Future-Start Orders' = "Yes"
  • 'Include Future-Discontinued Orders' = "Yes"
  • An active 'SFTP - Password' configuration must exist for the server where the application resides that communicates with the FTP server.
  • An active configuration must exist for the 'Administration Record - 7 day grid' in the 'eMAR Downtime Automation' form that fits the following criteria:
  • 'Print A Blank Form for Clients With No Qualifying Orders' = "No"
  • 'Sort Clients' = "Alphabetically by Client Name (across Units/Programs)"
  • 'Create a Separate Report File for Each Selected Unit/Program' = "No"
  • 'eMAR Downtime Report to Include' = "Units"
  • 'Include All Units' = "Yes"
  • 'File Path' = a valid directory on the server where the application resides
  • 'Send File to FTP Server' = "Yes"
  • 'FTP Definition' = the definition configured for "SFTP - Password" in the 'FTP Setup' form.
  • Validate "Schedule Description: eMAR Downtime Automation(4) Recurrence Pattern : Daily" exists in the 'System Task Scheduler' and configure the 'Start Date' and 'Start Time'. This is the date and time that this task will run each day.
  • The 'RADplus Install Configuration' form must contain an active server configuration for the cache server where the application resides that uses the 'NX URL'. This is a CSMPROG only form and will be configured by a Netsmart Representative.
  • Please Note: For testing purposes, it is assumed that the 'eMAR Downtime Automation' task has run for the day.
Steps
  1. Access the cache server where the application resides and access the directory specified in the 'File Path' field on the 'eMAR Downtime Automation' form.
  2. Validate a file is displayed in the following format: YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'. (ex. 2023-05-31_1036_7 day Administration Record)
  3. Open the pdf and validate that the 'Administration Record - 7 day grid' report is displayed and contains the following:
  4. Validate all clients are in one file and that they are in alphabetical order by client's last name, first name across all units selected.
  5. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  6. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  7. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  8. Close the report and log off of the server.
  9. Access the FTP server and access the directory where the pdf's will be stored.
  10. Validate a file is displayed in the following format: YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'. (ex. 2023-05-31_1036_7 day Administration Record)
  11. Open the pdf and validate that the 'Administration Record - 7 day grid' report is displayed and contains the following:
  12. Validate all clients are in one file and that they are in alphabetical order by client's last name, first name across all units selected.
  13. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  14. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  15. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  16. Close the report and log off of the server.
Scenario 2: NX - eMAR Downtime Automation - 1 Day Administration Record
Specific Setup:
  • An active definition must exist in the 'Order Entry Forms Definition' form for the "Administration Record (1 day grid)" that is configured with the following:
  • 'Form Description' and 'Form Title To Be Printed' = "Administration Record - 1 day"
  • 'Order Types To Be Included' = "Pharmacy"
  • 'Printed Time Format (Supported forms Only)' = "AM/PM".
  • 'Include Routine / PRN / STAT/ Other' = all values checked.
  • 'Include Orders That Require Validation' = "Yes"
  • 'Include Expired Orders' = "No".
  • 'Include Future-Start Orders' = "No"
  • 'Include Future-Discontinued Orders' = "No"
  • An active configuration must exist for the 'Administration Record' in the 'eMAR Downtime Automation' form that fits the following criteria:
  • 'Print A Blank Form for Clients With No Qualifying Orders' = "No"
  • 'Sort Clients' = "Alphabetically by Client Name (across Units/Programs)"
  • 'Create a Separate Report File for Each Selected Unit/Program' = "Yes"
  • 'eMAR Downtime Report to Include' = "Programs"
  • 'Include All Programs' = "No"
  • 'Outpatient/Partial Hospitalization Programs to Include' = "(302) O.P. Adult Psych", "(303) O.P. Mature Adult Psych", and "(307) O.P. Mature Adult S.A".
  • 'File Path' = a valid directory on the server where the application resides
  • 'Delete Files After X Days' = "5"
  • 'Send File to FTP Server' = "No"
  • Validate "Schedule Description: eMAR Downtime Automation(4) Recurrence Pattern : Daily" exists in the 'System Task Scheduler' and configure the 'Start Date' and 'Start Time'. This is the date and time that this task will run each day.
  • The 'RADplus Install Configuration' form must contain an active server configuration for the cache server where the application resides that uses the 'NX URL'. This is a CSMPROG only form and will be configured by a Netsmart Representative.
  • The user logged into the application must have their action require validation. (User A)
  • Three clients must have active episodes for the following programs with qualifying orders:
  • "(302) O.P. Adult Psych" (Client A)
  • "(303) O.P. Mature Adult Psych" (Client B)
  • "(307) O.P. Mature Adult S.A" (Client C)
  • Please Note: For testing purposes, it is assumed that the 'eMAR Downtime Automation' task has run for the day.
Steps
  1. Access the cache server where the application resides and access the directory specified in the 'File Path' field on the 'eMAR Downtime Automation' form.
  2. Validate there are 3 files, one for every Outpatient and Partial Hospitalization program that was selected that contains clients with qualifying orders in the following format "Program_YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex. O.P. Adult Psych_2023-06-06_1638_1 Day Administration Record).
  3. Open one of the pdf's and validate that the 'Administration Record - 1 Day' report is displayed and contains the following:
  4. Validate that the pdf will contain all clients in that program sorted in alphabetical order by client's last name, first name.
  5. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  6. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  7. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  8. Close the report and log off of the server.
Scenario 3: NX - eMAR Downtime Automation - Administration Record
Specific Setup:
  • An active definition must exist in the 'Order Entry Forms Definition' form for the "Administration Record" that is configured with the following:
  • 'Form Description' and 'Form Title To Be Printed' = "Administration Record"
  • 'Order Types To Be Included' = all values selected.
  • 'Printed Time Format (Supported forms Only)' = "24-Hr (colon)".
  • 'Include Routine / PRN / STAT/ Other' = all values checked.
  • 'Include Orders That Require Validation' = "Yes"
  • 'Include Expired Orders' = "No".
  • 'Include Future-Start Orders' = "Yes"
  • 'Include Future-Discontinued Orders' = "No"
  • An active configuration must exist for the 'Administration Record' in the 'eMAR Downtime Automation' form that fits the following criteria:
  • 'Print A Blank Form for Clients With No Qualifying Orders' = "No"
  • 'Sort Clients' = "By Unit or Program, then by Room/Bed (for Units) or alphabetically by Client Name (for Programs)"
  • 'Create a Separate Report File for Each Selected Unit/Program' = "Yes"
  • 'eMAR Downtime Report to Include' = "Both"
  • 'Include All Units' = "Yes"
  • 'Include All Programs' = "Yes"
  • 'File Path' = a valid directory on the server where the application resides
  • 'Delete Files After X Days' = "1"
  • 'Send File to FTP Server' = "No"
  • Validate "Schedule Description: eMAR Downtime Automation(4) Recurrence Pattern : Daily" exists in the 'System Task Scheduler' and configure the 'Start Date' and 'Start Time'. This is the date and time that this task will run each day.
  • The 'RADplus Install Configuration' form must contain an active server configuration for the cache server where the application resides that uses the 'NX URL'. This is a CSMPROG only form and will be configured by a Netsmart Representative.
  • Please Note: For testing purposes, it is assumed that the 'eMAR Downtime Automation' task has run for the day.
Steps
  1. Access the cache server where the application resides and access the directory specified in the 'File Path' field on the 'eMAR Downtime Automation' form.
  2. Validate there are files for every unit that contains clients with qualifying orders in the following format "Unit_YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex.1East_2023-06-01_1038_Administration Record).
  3. Validate there are files for every Outpatient and Partial Hospitalization program that contains clients with qualifying orders in the following format "Program_YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex. O.P. Adult Psych_2023-06-01_1038_Administration Record).
  4. Open one of the pdf's and validate that the 'Administration Record' report is displayed and contains the following:
  5. Validate that the pdf for units will contain all clients in that unit and then sorted in Room/Bed order.
  6. Validate that the pdf for programs will contain all client in that program sorted in alphabetical order by client's last name, first name.
  7. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  8. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  9. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  10. Close the report and log off of the server.
Scenario 4: NX - eMAR Downtime Automation - 1 Day Alt Administration Record
Specific Setup:
  • An active definition must exist in the 'Order Entry Forms Definition' form for the "Administration Record (1 day grid Alternate Format 1)" that is configured with the following:
  • 'Form Description' and 'Form Title To Be Printed' = "Administration Record - 1 Day Alternate"
  • 'Order Types To Be Included' = "Pharmacy"
  • 'Printed Time Format (Supported forms Only)' = "AM/PM".
  • 'Include Routine / PRN / STAT/ Other' = all values checked.
  • 'Include Orders That Require Validation' = "Yes"
  • 'Include Expired Orders' = "Yes"
  • 'Incl. Exp. Orders For How Many Days Past Order's Stop Date' = "5"
  • 'Include Future-Start Orders' = "No"
  • 'Include Future-Discontinued Orders' = "No"
  • An active configuration must exist for the 'Administration Record' in the 'eMAR Downtime Automation' form that fits the following criteria:
  • 'Print A Blank Form for Clients With No Qualifying Orders' = "Yes"
  • 'Sort Clients' = "By Unit or Program, then alphabetically by Client Name"
  • 'Create a Separate Report File for Each Selected Unit/Program' = "No"
  • 'eMAR Downtime Report to Include' = "Units"
  • 'Include All Units' = "No"
  • 'Units to Include' = "(1E) 1East" and "(1N) 1North"
  • 'File Path' = a valid directory on the server where the application resides
  • 'Delete Files After X Days' = "1"
  • 'Send File to FTP Server' = "No"
  • Validate "Schedule Description: eMAR Downtime Automation(4) Recurrence Pattern : Daily" exists in the 'System Task Scheduler' and configure the 'Start Date' and 'Start Time'. This is the date and time that this task will run each day.
  • The 'RADplus Install Configuration' form must contain an active server configuration for the cache server where the application resides that uses the 'NX URL'. This is a CSMPROG only form and will be configured by a Netsmart Representative.
  • Please Note: For testing purposes, it is assumed that the 'eMAR Downtime Automation' task has run for the day.
Steps
  1. Access the cache server where the application resides and access the directory specified in the 'File Path' field on the 'eMAR Downtime Automation' form.
  2. Validate there is one pdf that contains clients with qualifying orders in the following format "YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex. 2023-06-06_1638_1 Day Administration Record - Alternate).
  3. Open the pdf and validate that the 'Administration Record - 1 Day Alternate' report is displayed and contains the following:
  4. Validate that the pdf will contain all clients in the two units selected, sorted in alphabetical order by client's last name, first name.
  5. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  6. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  7. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  8. Close the report and log off of the server.
Scenario 5: eMAR Downtime Automation - 7 Day Alt Administration Record
Specific Setup:
  • An active definition must exist in the 'Order Entry Forms Definition' form for the "Administration Record (7 day grid Alternate Format 1)" that is configured with the following:
  • 'Form Description' and 'Form Title To Be Printed' = "Administration Record - 7 Day Alt"
  • 'Order Types To Be Included' = "Pharmacy"
  • 'Printed Time Format (Supported forms Only)' = "Military"
  • 'Include Routine / PRN / STAT/ Other' = all values checked
  • 'Include Orders That Require Validation' = "Yes"
  • 'Include Expired Orders' = "Yes"
  • 'Incl. Exp. Orders For How Many Days Past Order's Stop Date' = "5"
  • 'Include Future-Start Orders' = "No"
  • 'Include Future-Discontinued Orders' = "No"
  • An active 'SFTP - Key Pair' configuration must exist for the server where the application resides that communicates with the FTP server.
  • An active configuration must exist for 'Administration Record - 7 Day Alt' in the 'eMAR Downtime Automation' form that fits the following criteria:
  • 'Print A Blank Form for Clients With No Qualifying Orders' = "Yes"
  • 'Sort Clients' = "Alphabetically by Client Name (across Units/Programs)"
  • 'Create a Separate Report File for Each Selected Unit/Program' = "Yes"
  • 'eMAR Downtime Report to Include' = "Units"
  • 'Include All Units' = "No"
  • 'Units to Include' = "1North"
  • 'File Path' = a valid directory on the server where the application resides
  • 'Send File to FTP Server' = "Yes"
  • 'FTP Definition' = the definition configured for "SFTP - Key Pair" in the 'FTP Setup' form.
  • Validate "Schedule Description: eMAR Downtime Automation(4) Recurrence Pattern : Daily" exists in the 'System Task Scheduler' and configure the 'Start Date' and 'Start Time'. This is the date and time that this task will run each day.
  • The 'RADplus Install Configuration' form must contain an active server configuration for the cache server where the application resides that uses the 'NX URL'. This is a CSMPROG only form and will be configured by a Netsmart Representative.
  • Please Note: For testing purposes, it is assumed that the 'eMAR Downtime Automation' task has run for the day.
Steps
  1. Access the cache server where the application resides and access the directory specified in the 'File Path' field on the 'eMAR Downtime Automation' form.
  2. Validate a file is displayed in the following format: "Units selected_YYYY-MM-DD_time in military format_Form Description name" set up in 'Order Entry Forms Definition'. (ex.1North_2023-05-31_1651_Administration Record - 7 Day Alternate)
  3. Open the pdf and validate that the 'Administration Record - 7 Day Alt' report is displayed and contains the following:
  4. Validate all clients are in one file and that they are in alphabetical order by client's last name, first name across all units selected.
  5. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  6. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  7. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  8. Close the report and log off of the server.
  9. Access the FTP server and access the directory where the pdf's will be stored.
  10. Validate a file is displayed in the following format: "Units selected_YYYY-MM-DD_time in military format_Form Description name" set up in 'Order Entry Forms Definition'. (ex.1North_2023-05-31_1651_Administration Record - 7 Day Alternate)
  11. Open the pdf and validate that the 'Administration Record - 7 Day Alt' report is displayed and contains the following:
  12. Validate all clients are in one file and that they are in alphabetical order by client's last name, first name across all units selected.
  13. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  14. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  15. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  16. Close the report and log off of the server.
Scenario 6: NX - eMAR Downtime Automation - Administration Record Alternate
Specific Setup:
  • An active definition must exist in the 'Order Entry Forms Definition' form for the "Administration Record (Alternate Format 1)" that is configured with the following:
  • 'Form Description' and 'Form Title To Be Printed' = "Administration Record - Alternate"
  • 'Order Types To Be Included' = all values selected.
  • 'Printed Time Format (Supported forms Only)' = "Military".
  • 'Include Routine / PRN / STAT/ Other' = all values checked.
  • 'Include Orders That Require Validation' = "Yes"
  • 'Include Expired Orders' = "No".
  • 'Include Future-Start Orders' = "No"
  • 'Include Future-Discontinued Orders' = "No"
  • An active configuration must exist for the 'Administration Record' in the 'eMAR Downtime Automation' form that fits the following criteria:
  • 'Print A Blank Form for Clients With No Qualifying Orders' = "Yes"
  • 'Sort Clients' = "Alphabetically by Client Name (across Units/Programs)"
  • 'Create a Separate Report File for Each Selected Unit/Program' = "Yes"
  • 'eMAR Downtime Report to Include' = "Both"
  • 'Include All Units' = "No"
  • 'Units to Include' = "(1N) 1North"
  • 'Include All Programs' = "No"
  • 'Programs to Include' = "(306) O.P. Adult S.A."
  • 'File Path' = a valid directory on the server where the application resides
  • 'Delete Files After X Days' = "1"
  • 'Send File to FTP Server' = "No"
  • Validate "Schedule Description: eMAR Downtime Automation(4) Recurrence Pattern : Daily" exists in the 'System Task Scheduler' and configure the 'Start Date' and 'Start Time'. This is the date and time that this task will run each day.
  • The 'RADplus Install Configuration' form must contain an active server configuration for the cache server where the application resides that uses the 'NX URL'. This is a CSMPROG only form and will be configured by a Netsmart Representative.
  • Please Note: For testing purposes, it is assumed that the 'eMAR Downtime Automation' task has run for the day.
Steps
  1. Access the cache server where the application resides and access the directory specified in the 'File Path' field on the 'eMAR Downtime Automation' form.
  2. Validate there is a file for the unit selected (1North) that contains clients with qualifying orders in the following format "Unit_YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex. 1North_2023-05-30_1039_Administration Record - Alternate).
  3. Validate there is a file for every the program selected (O.P. Adult S.A.) that contains clients with qualifying orders in the following format "Program_YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex. O.P. Adult S.A._2023-05-30_1039_Administration Record - Alternate).
  4. Open one of the pdf's and validate that the 'Administration Record - Alternate' report is displayed and contains the following:
  5. Validate that the pdf for units will contain all clients in that unit and then sorted in Room/Bed order.
  6. Validate that the pdf for programs will contain all client in that program sorted in alphabetical order by client's last name, first name.
  7. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was created. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  8. Validate the 'D.O.B' field contains the Client's Date Of Birth.
  9. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read "Page 1 of # of total pages" and then for the next client it will return to "Page 1 of 1".
  10. Close the report and log off of the server.
  11. After 2 days and after the 'eMAR Downtime Automation' task has run for the day,
  12. Access the cache server where the application resides and access the directory specified in the 'File Path' field on the 'eMAR Downtime Automation' form.
  13. Validate the "1North_2023-06-01_1039_Administration Record - Alternate" and "O.P. Adult S.A._2023-06-01_1039_Administration Record - Alternate" files are no longer displayed.
  14. Validate there is a new file for the unit selected (1North) that contains clients with qualifying orders in the following format "Unit_YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex. 1North_2023-06-01_1039_Administration Record - Alternate)
  15. Validate there is a file for every the program selected (O.P. Adult S.A.) that contains clients with qualifying orders in the following format "Program_YYYY-MM-DD_time in military format_Form Description name set up in 'Order Entry Forms Definition'." (ex. O.P. Adult S.A._2023-06-01_1039_Administration Record - Alternate)
Topics
• eMAR Downtime Automation • NX
AV-87178 Summary | Details
Order Entry Forms Printing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Forms Definition
  • Order Entry Forms Printing
  • Orders This Episode
Scenario 1: OE NX - Order Entry Forms Printing - Administration Record
Specific Setup:
  • Multiple clients must have multiple active orders.
Steps
  1. Access the 'Order Entry Forms Definition' form.
  2. Create a form for the 'Administration Record'.
  3. Access the 'Order Entry Forms Printing' form.
  4. Select the 'Administration Record' form created above and select to sort clients alphabetically by client name and click [Print Forms].
  5. Validate the 'Administration Record' report is printed with clients listed in alphabetical order by last name and includes separate pages for each client.
  6. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was run. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  7. Validate the 'D.O.B' field contains the Client's Date of Birth.
  8. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read 'Page 1 of # of total pages' and then for the next client is will return to "Page 1 of 1".
Scenario 2: OE NX - Order Entry Forms Printing - 7 Day Administration Record
Specific Setup:
  • Multiple clients must have multiple active orders.
  • A client must have an active inpatient episode. (Client A)
Steps
  1. Access the 'Order Entry Forms Definition' form.
  2. Create a form for the 'Administration Record - 7 Day'.
  3. Select "Client A" and access the Order Entry Console.
  4. Search for and select a pharmacy-type order code.
  5. Populate all required fields.
  6. Populate the 'Reason Text' field with text that has over 48 characters, hit enter and proceed with the same text for six lines.
  7. Populate the 'Addl Instructions' field with text that has over 48 characters, hit enter and proceed with the same text for nine lines.
  8. Access the 'Order Entry Forms Printing' form.
  9. Select the 'Administration Record - 7 Day' form created above and select to sort clients alphabetically by client name and click [Print Forms].
  10. Validate the 'Administration Record - 7 Day' report is printed with clients listed in alphabetical order by last name and includes separate pages for each client.
  11. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was run. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  12. Validate the 'D.O.B' field contains the Client's Date of Birth.
  13. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read 'Page 1 of # of total pages' and then for the next client is will return to "Page 1 of 1".
  14. Select "Client A" from the list of clients on the left.
  15. Validate that the order created above is displayed with an ellipsis after the first five lines of the 'Addl Instructions' and after the first five lines of the 'Reason Text'.
Scenario 3: OE NX - Order Entry Forms Printing - 1 day Administration Record - Alternate format
Specific Setup:
  • Multiple clients must have multiple active orders.
Steps
  1. Access the 'Order Entry Forms Definition' form.
  2. Create a form for the 'Alternate Record (1 day grid Alternate Format 1)'.
  3. Access the 'Order Entry Forms Printing' form.
  4. Select the form created above and select to sort clients alphabetically by client name and click [Print Forms].
  5. Validate the 'Administration Record - 1 Day Alternate' report is printed with clients listed in alphabetical order by last name and includes separate pages for each client.
  6. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was run. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  7. Validate the 'D.O.B' field contains the Client's Date of Birth.
  8. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read 'Page 1 of # of total pages' and then for the next client is will return to "Page 1 of 1".
Scenario 4: OE NX - Order Entry Forms Printing - 7 Day Administration Record - Alternate format with Fill Details
Specific Setup:
  • The application must be configured to communicate with RxConnect via Avatar HL7.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "ADVIL 200 MG ORAL TABLET" for "2 Tablets, Twice A Day".
  3. Access the 'Launch RxConnect' form and click [Launch RxConnect].
  4. Process the order that was created for "Client A".
  5. Access the 'Order Entry Forms Definition' form.
  6. Create a form for the 'Alternate Record (7 Day grid Alternate Format)'.
  7. Access the 'Order Entry Forms Printing' form.
  8. Select the form created above, select the unit that "Client A" is associated with and select "Client A" and click [Print Forms].
  9. Validate the 'Administration Record - 7 Day Alternate' report is displayed and validate the following:
  10. The correct strength displayed in the 'Order Description' (Ibuprofen 200 mg Tablet Oral Take 400 mg = 2 Tablet by mouth Twice A Day).
  11. The 'PRINTED DATE/TIME' field contains the date and time the report was run. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  12. The 'D.O.B' field contains the Client's Date of Birth.
  13. The 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read 'Page 1 of # of total pages' and then for the next client is will return to "Page 1 of 1".
Scenario 5: OE NX - Order Entry Forms Printing - 1 Day Administration Record
Steps
  1. Access the 'Order Entry Forms Definition' form.
  2. Create a form for the 'Administration Record - 1 Day'.
  3. Access the 'Order Entry Forms Printing' form.
  4. Select the 'Administration Record - 1 Day' form created above and select to sort clients alphabetically by client name and click [Print Forms].
  5. Validate the 'Administration Record - 1 Day' report is printed with clients listed in alphabetical order by last name and includes separate pages for each client.
  6. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was run. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  7. Validate the 'D.O.B' field contains the Client's Date of Birth.
  8. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read 'Page 1 of # of total pages' and then for the next client is will return to "Page 1 of 1".
Scenario 6: OE NX - Order Entry Forms Printing - Administration Record Alternate
Specific Setup:
  • Multiple clients must have multiple active orders.
  • A client must have an active inpatient episode. (Client A)
Steps
  1. Access the 'Order Entry Forms Definition' form.
  2. Create a form for the 'Administration Record - Alternate'.
  3. Select "Client A" and access the Order Entry Console.
  4. Search for and select a pharmacy-type order code.
  5. Populate all required fields.
  6. Populate the 'Reason Text' field with text that has over 48 characters, hit enter and proceed with the same text for six lines.
  7. Populate the 'Addl Instructions' field with text that has over 48 characters, hit enter and proceed with the same text for nine lines.
  8. Access the 'Order Entry Forms Printing' form.
  9. Select the 'Administration Record - Alternate' form created above and select to sort clients alphabetically by client name and click [Print Forms].
  10. Validate the 'Administration Record - Alternate' report is printed with clients listed in alphabetical order by last name and includes separate pages for each client.
  11. Validate the 'PRINTED DATE/TIME' field contains the date and time the report was run. The time will be in whichever format was selected in the 'Printed Time Format (Supported forms Only)' field on the 'Order Entry Forms Definition' form.
  12. Validate the 'D.O.B' field contains the Client's Date of Birth.
  13. Validate the 'PAGE' field contains "Page # of #", and that it will reset for each client. If a client has multiple pages of orders it will read 'Page 1 of # of total pages' and then for the next client is will return to "Page 1 of 1".
  14. Select "Client A" from the list of clients on the left.
  15. Validate that the order created above is displayed with an ellipsis after the first five lines of the 'Addl Instructions' and after the first five lines of the 'Reason Text'.
Topics
• NX • Order Entry Forms Printing