OE NX - Discharge Med Reconciliation - Discharge Medications Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Order Code Setup
- Remove Completed Medication Reconciliation
Scenario 1: OE NX - Enable Last Dose/Next Due on OE Console Discharge Med Reconciliation report
Specific Setup:
- The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Enable Last Dose/Next Due on OE Console Discharge Med Reconciliation report' registry setting must be set to "Y".
- The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3".
- The 'Avatar eMAR->General->Settings->->->Support Medication ID' registry setting must be set to "Y".
- Please log out and log back in after completing the above configuration.
- A client must have an active episode. (Client A)
- "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
- Note: For testing purposes the time that this test occurred was after 09:00 AM and before 09:00 PM.
Steps
- Select "Client A” and access the Order Entry Console.
- Search for and select "XANAX 1 MG TABLET ORAL" in the 'New Order' field.
- Select "EVERY 4 HOURS" from the 'Freq' field.
- Populate the required fields.
- Click [Add to Scratchpad].
- Search for and select "RITALIN 10 MG TABLET ORAL" in the 'New Order' field.
- Set the 'Dose' field to "1".
- Select "TABLET" from the 'Dose Unit' field.
- Select "TWICE A DAY" from the 'Freq' field.
- Validate the 'First Dose Date' field contains the current date.
- Validate the 'First Dose Time' field contains either "09:00 AM" or "09:00 PM" depending on the current time and hours of administration.
- Set the 'Duration' field to "14" and click [Days].
- Click [Add to Scratchpad] and [Sign].
- The 'Interactions' dialog may be displayed.
- Override all interactions and click [Save Override and Exit].
- Validate the 'Order grid' contains an order for "RITALIN 10 MG ORAL TABLET (Schedule II)" and "XANAX 1 MG ORAL TABLET (Schedule IV)".
- Access the ‘eMAR’ widget.
- Click 'Click here to provide override reason'.
- Validate the 'Wristband Scan Override' dialog is displayed.
- Select any value in the 'Please provide a reason for not scanning the client wristband' field
- Set the 'Other Reason' field to any value and click [Ok].
- Validate an order for "RITALIN 10 MG ORAL TABLET" is displayed with a dashed line in the first cell and "2100" in the second cell under the current date and an order for "XANAX 1 MG ORAL TABLET" with hours of administration under the current date starting with the time the order was created and running through the end of the day in 4 hour increments.
- Select the "2100" cell under the current date for the "RITALIN 10 MG ORAL TABLET" order and click [Administer].
- Perform 'Order Acknowledgement' and 'Client Education'.
- Validate the 'Administration Date/Time' fields contains the current date and time.
- Set the 'Med ID' field to the NDC# for "RITALIN 10 MG ORAL TABLET".
- Validate the 'Qty' field is equal to "1".
- Validate the 'Unit' field is equal to "TABLET".
- Select a successful administration event in the 'Administration Event' field.
- Check the 'Accept administration information entered' checkbox and click [Ok].
- Validate the first cell under the current date for the "RITALIN 10 MG ORAL TABLET" order contains an administration of "1 TABLET" and the time of the administration.
- Select the first cell under the current date for the "XANAX 1 MG ORAL TABLET" order and click [Administer].
- Perform 'Order Acknowledgement' and 'Client Education'.
- Validate the 'Administration Date/Time' fields contains the current date and time.
- Set the 'Med ID' field to the NDC# for "XANAX 1 MG ORAL TABLET".
- Validate the 'Qty' field is equal to "1".
- Validate the 'Unit' field is equal to "TABLET".
- Select a successful administration event in the 'Administration Event' field.
- Check the 'Accept administration information entered' field and [Ok].
- Validate the first cell under the current date for the "XANAX 1 MG ORAL TABLET" order contains an administration of "1 TABLET and the time of the administration".
- Access the Order Entry Console.
- Select the 'Discharge Reconciliation' tab.
- Select the first order from 'Inpatient Medications' and click [Add to Scratchpad As Rx].
- Select the second order from 'Inpatient Medications' and click [Add to Scratchpad As Rx].
- Select the first order from 'Home Medications Scratchpad (Post-Discharge)'.
- Validate the 'New Order' field contains "Ritalin 10 MG Oral Tablet (Schedule II)".
- Populate the required fields and click [Update Order].
- Select the second order from 'Home Medications Scratchpad (Post-Discharge)'.
- Validate the 'New Order' field contains "Xanax 1 MG Oral Tablet (Schedule IV)".
- Select "EVERY 6 HOURS" from the 'Freq' field.
- Populate the required fields and click [Update Order].
- Search for and select "Zyflo 600 MG Tablet Oral" in the 'New Order' field.
- Populate the required fields and click [Add to Scratchpad].
- Validate 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Zyflo 600 MG Tablet Oral.
- Validate that the "Ritalin", "Xanax", and "Zyflo" orders have a status of "ADD", "ADD", and "NEW" respectively in the 'Action' column.
- Click [Review and Sign].
- Validate the 'Final Review' dialog is displayed.
- Select "None" in 'Output' for all orders and click [Sign].
- Click [Print Report]
- Verify the 'Discharge Medications Report' is displayed.
- Click [Go To Next Page].
- Validate the report contains "Ritalin 10 MG Tablet Oral" in the 'ACTIVE MEDICATIONS LIST' with a 'Last Given' time of the current date and the administration time that the successful administration took place and a 'Next Due' date tomorrow's date at "09:00 AM".
- Validate the report contains "Xanax 1 MG Tablet Oral" in the 'ACTIVE MEDICATIONS LIST' with a 'Last Given' time of the current date and the administration time that the successful administration took place and a 'Next Due' that contains a line that can be written on.
- Validate the report contains "Zyflo 600 MG Tablet Oral" in the 'ACTIVE MEDICATIONS LIST' with no value in the 'Last Given' or 'Next Due' columns.
- Close the report.
Scenario 2: OE NX - Discharge Medications Report
Specific Setup:
- The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Enable Last Dose/Next Due on OE Console Discharge Med Reconciliation report' registry setting must be set to "N".
- The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3".
- The 'Avatar eMAR->General->Settings->->->Support Medication ID' registry setting must be set to "Y".
- The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
- Please log out and log back in after completing the above configuration.
- A client must have an active episode. (Client A)
- "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
- Note: Avatar OE 2022 Update 91, NX Release 2022.10.00.02, or NX Release 2022.11.00.01 are required for full functionality.
Steps
- Select “Client A” and access the Order Entry Console.
- Search for and select "XANAX 1 MG TABLET ORAL" in the 'New Order' field.
- Set the 'Dose' field to "1" and the 'Dose Unit' field to "TABLET".
- Select a 'PRN' frequency code from the 'Freq:' field.
- Populate any remaining required fields.
- Validate the 'Order grid' contains an order for "XANAX ORAL TABLET".
- Select the 'Home Medications' tab.
- Search for and select "RITALIN 10 MG TABLET ORAL" in the 'New Order' field.
- Populate the required fields.
- Click [Add to Scratchpad], [Final Review], and [Sign].
- Validate the 'Order grid' contains an order for "Ritalin 10 MG ORAL Tablet"
- Access the ‘eMAR’ widget.
- Validate an order for "XANAX 1 MG ORAL TABLET" is displayed with no hours of administration in the cells under the current date.
- Select the first cell under the current date and click [Administer].
- Perform 'Order Acknowledgement' and 'Client Education'.
- Verify the 'Administration Event' dialog exists and contains an order for "XANAX 1 MG ORAL TABLET".
- Validate the 'Administration Date/Time' fields contains the current date and time.
- Set the 'Med ID' field to the NDC for "XANAX 1 MG ORAL".
- Validate the 'Qty' field is equal to "1".
- Validate the 'Unit' field is equal to "TABLET".
- Select a successful administration event from the 'Administration Event' field.
- Check the 'Accept administration information entered' checkbox and [Ok].
- Validate the first cell under the current date for the "XANAX 1 MG ORAL TABLET" order contains "1 TABLET" and the time administered.
- Validate "Client A" is selected and access the Order Entry Console.
- Select the 'Discharge Reconciliation' tab.
- Validate 'Inpatient Medications' contains an order for "XANAX ORAL TABLET".
- Validate 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Ritalin 10 MG ORAL.
- Select the order for "XANAX ORAL TABLET 1 TABLET, EVERY DAY" from 'Inpatient Medications' and click [Add to Scratchpad].
- Select the order for "XANAX ORAL TABLET 1 TABLET, EVERY DAY" from 'Home Medications Scratchpad (Post-Discharge)'.
- Populate the required fields and click [Update Order].
- Search for and select "Zyflo 600 MG Tablet Oral" in the 'New Order' field.
- Populate the required fields and click [Add to Scratchpad].
- Validate 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Zyflo 600 MG Tablet Ora"
- Select the order for "Ritalin 10 MG ORAL Tablet" from 'Home Medications Scratchpad (Post-Discharge)' and click [Continue].
- Validate that the "Ritalin", "Xanax", and "Zyflo" orders have a status of "CONT", "ADD", and "NEW" respectively in the 'Action' column.
- Click [Review and Sign].
- Validate the 'Final Review' dialog is displayed and click [Sign].
- Validate that 'Discharge Med Reconciliation' is in view-only mode.
- Click [Print Report].
- Verify the 'Discharge Medications Report' is displayed.
- Validate the 'Continue These Medications' section contains "Ritalin 10 MG TAB Start: {the current date} Take one (1) tablet by mouth daily Dispense Quantity: 14 Tablet Days Supply: 14 Refills: 0".
- Validate the 'Start These Medications' section contains "Xanax 1 MG Tablet Oral Start: {the current date} Take one (1) tablet by mouth daily Dispense Quantity: 14 Tablet Days Supply: 14 Refills: 0".
- Validate the 'Start These Medications' section contains "Zyflo 600 MG Tablet Oral Start: {the current date} Take one (1) tablet by mouth daily Dispense Quantity: 14 Tablet Days Supply: 14 Refills: 0".
- Click [Go To Next Page].
- Validate the 'Active Medications List' section contains "Ritalin 10 MG TAB Take one (1) tablet by mouth daily Start: {the current date}", "Xanax 1 MG Tablet Oral Take one (1) tablet by mouth daily Start: {the current date}", and "Zyflo 600 MG Tablet Oral Take one (1) tablet by mouth daily Start: {the current date}".
- Close the report.
Scenario 3: OE NX - Med Rec Full Workflow
Scenario 4: OE NX - Discharge Med Reconciliation - Discharge Reconciliation report after Editing a Pending Reconciliation
Specific Setup:
- Two clients must exist who have their program or unit configured in the 'External Pharmacy Setup' form. (Client A and Client B)
- “Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
- Select "Client A” and access the Order Entry Console.
- Create any pharmacy-type order.
- Click the 'Home Medications' tab.
- Validate the 'Reported' checkbox is checked.
- Search for and select "Lisinopril 10 MG Tablet Oral" in the 'New Order' field.
- Set the 'Dose' field to "1".
- Validate the 'Dose Unit' field contains "Tablet".
- Select "3 TIMES A DAY" in the 'Frequency' field and click [Save].
- Select "Client B” and access the Order Entry Console.
- Create any pharmacy-type order.
- Click the 'Home Medications' tab.
- Validate the 'Reported' checkbox is checked.
- Create a 'Reported' medication.
- Uncheck the 'Reported' checkbox.
- Create any medication.
- Select "Client A” and click the 'Discharge Reconciliation' tab.
- Click [Do Not Add Remaining].
- Validate the 'Home Medications Scratchpad (Post-Discharge)' contains "Lisinopril - 10 MG, TAB, PO Take one (1) tablet by mouth three times a day".
- Select the order and click [Continue].
- Click [Hold in Pending Status] and [Print Report].
- Validate that "Lisinopril - 10 MG, TAB, PO" appears on both pages of the report.
- Close the report.
- Select "Client B” and click the 'Discharge Reconciliation' tab.
- Select "Client A” and click the 'Discharge Reconciliation' tab.
- Click [Edit Pending Reconciliation].
- Validate warning message is displayed and click [Ok].
- Click [Hold in Pending Status] and [Print Report].
- Validate that "Lisinopril - 10 MG, TAB, PO" appears on both pages of the report.
- Close the report.
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Topics
• NX
• Order Entry Console
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