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Avatar OE 2023 Update 9

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Product Requirements and Recommendations

Avatar CWS required
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Recommended Update Level

Avatar CWS 2023 Monthly Release 2023.02.02
Avatar OE 2023 Monthly Release 2023.02.02
RADplus 2023 Monthly Release 2023.02.02

Product Update Description

When Validating orders in the Order Entry Console (Orders This Episode section when in "external pharmacy mode", and Home Medications section), the 'Final Review' dialog is enhanced to display the action being Validated.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Order Entry Console (Orders This Episode section (when in external pharmacy mode) and Home Medications section) - Validation
When Validating orders in the Order Entry Console (Orders This Episode section when in "external pharmacy mode", and Home Medications section), the 'Final Review' dialog is enhanced to display the action being Validated. KB0072296 v0.01
Value Added: The Final Review dialog has been enhanced to show order actions when validating orders.
Topics
• NX • Order Entry Console
 
Acceptance Tests
AV-86957 Summary | Details
Order Entry Console (Orders This Episode section (when in external pharmacy mode) and Home Medications section) - Validation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Home Medications
Scenario 1: OE NX - Orders This Episode - Validate Order Actions - New Order, Modify, Reorder, Copy, and DC
Specific Setup:
  • 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.
Steps
  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".
Scenario 2: OE NX - Home Medications - Validate Order Actions - New Order, Modify, Reorder, and DC
Specific Setup:
  • 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.
Steps
  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".
Topics
• NX • Order Entry Console