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Avatar OE 2024 Monthly Release 2024.01.01 Acceptance Tests

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Update 2 Summary | Details
OE NX - Remove Completed Medication Reconciliation
Scenario 1: OE NX - Remove Completed Medication Reconciliation - Discharge Reconciliation - Partial Hospitalization episode
Specific Setup:
  • A client must have an active inpatient episode and an active partial hospitalization episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Validate 'Header Episode' field contains one inpatient episode and one partial hospitalization episode.
  3. Select the partial hospitalization episode in the 'Header Episode' field.
  4. Click the 'Discharge Reconciliation' tab.
  5. Search for and select any medication in the 'New Order' field
  6. Populate all required fields and click [Add to Scratchpad] and [Review and Sign].
  7. Validate the 'Final Review' dialog is displayed.
  8. Select "None" in the 'Output' field and click [Sign].
  9. Validate the 'Discharge Med Reconciliation' tab is in view-only mode.
  10. Click the 'Orders This Episode' tab and 'MyDay'.
  11. Access the 'Remove Completed Medication Reconciliation' form.
  12. Search for and select "Client A" in the 'Select Client' field.
  13. Validate the 'Select Episode' dropdown contains one inpatient episode and one partial hospitalization episode.
  14. Select the partial hospitalization episode from the 'Select Episode' field.
  15. Select "Discharge" in the 'Admission or Discharge Reconciliation' field and click [Delete Medication Reconciliation].
  16. Validate a message is displayed stating "This Medication Reconciliation has already been completed and activated. Deleting this Medication Reconciliation will allow it to be re-done, based on now-current order data, but will not remove any orders that were created or revert any orders that were updated as a result of it having already been completed/activated. Any such previously-created and updated orders must be managed manually. Are you sure that you want to continue?" and click [Yes].
  17. Validate a message is displayed stating "The indicated Medication Reconciliation has been removed." and click [OK].
  18. Access the Order Entry Console.
  19. Select the 'Discharge Reconciliation' tab.
  20. Validate the 'New Order' field is enabled.
Scenario 2: OE NX - Remove Completed Medication Reconciliation - Admission Reconciliation - Partial Hospitalization episode
Specific Setup:
  • A client must have an active inpatient episode and an active partial hospitalization 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. Validate 'Header Episode' field contains one inpatient episode and one partial hospitalization episode.
  3. Select the partial hospitalization episode in the 'Header Episode' field.
  4. Click the 'Admission Reconciliation' tab.
  5. Search for and select any pharmacy-type order code in the 'New Order' field
  6. Populate all required fields and click [Add to Scratchpad] and [Review and Sign].
  7. Validate 'Interactions' dialog is displayed.
  8. Override all interactions and click [Save Override and Exit].
  9. Validate the 'Final Review' dialog is displayed.
  10. Select "None" in the 'Output' field and click [Sign].
  11. Validate the 'Admission Reconciliation' tab is in view-only mode.
  12. Click the 'Orders This Episode' tab and 'MyDay'.
  13. Access the 'Remove Completed Medication Reconciliation' form.
  14. Search for and select "Client A" in the 'Select Client' field.
  15. Validate the 'Select Episode' dropdown contains one inpatient episode and one partial hospitalization episode.
  16. Select the partial hospitalization episode from the 'Select Episode' field.
  17. Select "Admission" in the 'Admission or Discharge Reconciliation' field and click [Delete Medication Reconciliation].
  18. Validate a message is displayed stating "This Medication Reconciliation has already been completed and activated. Deleting this Medication Reconciliation will allow it to be re-done, based on now-current order data, but will not remove any orders that were created or revert any orders that were updated as a result of it having already been completed/activated. Any such previously-created and updated orders must be managed manually. Are you sure that you want to continue?" and click [Yes].
  19. Validate a message is displayed stating "The indicated Medication Reconciliation has been removed." and click [OK].
  20. Access the Order Entry Console.
  21. Select the 'Admission Reconciliation' tab.
  22. Validate the 'Admission Reconciliation' tab is no long in view-only mode.
Topics
• Order Entry Console
Update 13 Summary | Details
Observer NX - future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Observation
Scenario 1: OE - Validate Observation Order Type Category
Steps

Internal Testing Only.

Scenario 2: Observer NX - Enable Multiple Reasons at Order Entry
Steps

Internal Testing Only.
Topics
• Order Type • Order Entry Console • Observer NX
Update 14 Summary | Details
OE NX – Order Entry Console – Order Guidelines
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR
Scenario 1: OE NX - Orders This Episode - Order Guidelines - New, Copy, Modify, Hold, Resume and Discontinue
Specific Setup:
  • Avatar OE 2024 Update 14 and Avatar NX Release 2024.04.00 are required in order to utilize this functionality.
  • The 'Avatar Order Entry->Facility Defaults->General->->->Display Order Guidelines in Order Entry Console or eMAR' registry setting must be set to "OE" or "OE&EMAR".
  • Please log out of the application and log back in after completing the above configuration
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A pharmacy-type order code must exist that has a value in the ‘Order Guidelines’ field. (Order Code A).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select “Order Code A” in the ‘New Order’ field.
  3. Validate the ‘G’ icon and order guidelines value are displayed under the ‘New Order’ field.
  4. Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines.
  5. Populate all required fields.
  6. Click [Add to Scratchpad].
  7. Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display.
  8. Click [Final Review].
  9. Validate the ‘Interactions’ dialog is displayed.
  10. Override all interactions and click [Save Override and Exit].
  11. Validate the 'Final Review' dialog is displayed.
  12. Select "None" in the 'Output' field for the order and click [Sign].
  13. Validate the ‘Order grid’ contains the new order for “Order Code A” with a ‘G’ icon in the ‘Order Details’ column. Hover over the ‘G’ icon and the order guidelines will be displayed.
Scenario 2: OE NX - Admission Reconciliation - Order Guidelines
Specific Setup:
  • Avatar OE 2024 Update 14 and Avatar NX Release 2024.04.00 are required in order to utilize this functionality.
  • The 'Avatar Order Entry->Facility Defaults->General->->->Display Order Guidelines in Order Entry Console or eMAR' registry setting must be set to "OE" or "OE&EMAR".
  • Please log out of the application and log back in after completing the above configuration
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A pharmacy-type order code must exist that has a value in the ‘Order Guidelines’ field. (Order Code A).
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Check the 'No Known Medications' checkbox.
  4. Check the 'Medication history reviewed and completed for Episode #1' checkbox
  5. Click the 'Admission Reconciliation' tab.
  6. Search for and select "Order Code A" in the 'New Order' field.
  7. Validate the ‘G’ icon and order guidelines value are displayed under the ‘New Order’ field.
  8. Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines.
  9. Populate all required fields.
  10. Click [Add to Scratchpad].
  11. Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display.
  12. Click [Reconcile and Review].
  13. Validate the ‘Interactions’ dialog is displayed.
  14. Override all interactions and click [Save Override and Exit].
  15. Validate the 'Final Review' dialog is displayed.
  16. Select "None" in the 'Output' field and click [Sign].
  17. Validate the 'Admission Reconciliation' tab is in view-only mode.
Scenario 3: OE NX - Discharge Med Reconciliation - Order Guidelines
Specific Setup:
  • Avatar OE 2024 Update 14 and Avatar NX Release 2024.04.00 are required in order to utilize this functionality.
  • The 'Avatar Order Entry->Facility Defaults->General->->->Display Order Guidelines in Order Entry Console or eMAR' registry setting must be set to "OE" or "OE&EMAR".
  • 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’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
  • A pharmacy-type order code must exist that has a value in the ‘Order Guidelines’ field. (Order Code A).
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Click the 'Orders This Episode' tab.
  3. Search for and select "Order Code A" in the 'New Order' field.
  4. Validate the ‘G’ icon and order guidelines value are displayed under the ‘New Order’ field.
  5. Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines.
  6. Populate all required fields.
  7. Click [Add to Scratchpad].
  8. Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display.
  9. Click [Final Review].
  10. Validate the ‘Interactions’ dialog is displayed.
  11. Override all interactions and click [Save Override and Exit].
  12. Validate the 'Final Review' dialog is displayed.
  13. Select "None" in the 'Output' field and click [Sign].
  14. Validate the 'Order grid' contains an order for "Order Code A".
  15. Click the 'Discharge Reconciliation' tab.
  16. Validate the 'Inpatient Medications' order grid contains an order for "Order Code A" with a 'G' icon.
  17. Click [Do Not Add Remaining]
  18. Set the 'Inhouse Pharmacy-Dispense Days Supply' to any value and click [Update Order] and [Review and Sign].
  19. Validate the 'Discharge Reconciliation' tab is in view-only mode.
Scenario 4: OE NX - Orders This Episode - Order Guidelines with validation in eMAR
Specific Setup:
  • Avatar OE 2024 Update 14 and Avatar NX Release 2024.04.00 are required in order to utilize this functionality.
  • The 'Avatar Order Entry->Facility Defaults->General->->->Display Order Guidelines in Order Entry Console or eMAR' registry setting must be set to "OE&EMAR".
  • Please log out of the application and log back in after completing the above configuration
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A pharmacy-type order code must exist that has a value in the ‘Order Guidelines’ field. (Order Code A).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Validate the ‘G’ icon and order guidelines value are displayed under the ‘New Order’ field.
  4. Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines.
  5. Populate all required fields.
  6. Click [Add to Scratchpad].
  7. Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display.
  8. Click [Final Review].
  9. Validate the ‘Interactions’ dialog is displayed.
  10. Override all interactions and click [Save Override and Exit].
  11. Validate the 'Final Review' dialog is displayed.
  12. Select "None" in the 'Output' field and click [Sign].
  13. Validate the ‘Order grid’ contains the new order for “Order Code A” with a ‘G’ icon in the ‘Order Details’ column. Hover over the ‘G’ icon and the order guidelines will be displayed.
  14. Access the 'eMAR' widget.
  15. Validate the order for "Order Code A" is displayed and contains a 'G' icon in with the 'Order Description' information.
  16. Hover over the ‘G’ icon and the order guidelines will be displayed.
Scenario 5: OE NX - Orders This Episode - Order Guidelines with a large number of characters (over 511 and under 511)
Specific Setup:
  • Avatar OE 2024 Update 14 and Avatar NX Release 2024.04.00 are required in order to utilize this functionality.
  • The 'Avatar Order Entry->Facility Defaults->General->->->Display Order Guidelines in Order Entry Console or eMAR' registry setting must be set to "OE" or "OE&EMAR".
  • Please log out of the application and log back in after completing the above configuration
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A pharmacy-type order code must exist that has a character value of greater than 511 in the ‘Order Guidelines’ field. (Order Code A).
  • A pharmacy-type order code must exist that has a character value of lesser than 511 in the ‘Order Guidelines’ field. (Order Code B).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select “Order Code A” in the ‘New Order’ field.
  3. Validate the ‘G’ icon and order guidelines value is displayed under the ‘New Order’ field.
  4. Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines.
  5. Populate all required fields.
  6. Click [Add to Scratchpad].
  7. Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display.
  8. Search for and select "Order Code B" in the 'New Order' field.
  9. Validate the ‘G’ icon and order guidelines value is displayed under the ‘New Order’ field.
  10. Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines.
  11. Populate all required fields.
  12. Click [Add to Scratchpad].
  13. Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display.
  14. Click [Final Review].
  15. Validate the ‘Interactions’ dialog is displayed.
  16. Override all interactions and click [Save Override and Exit].
  17. Validate the 'Final Review' dialog is displayed.
  18. Select "None" in the 'Output' field for both orders and click [Sign].
  19. Validate the ‘Order grid’ contains an order for “Order Code A” and "Order Code B" both with a ‘G’ icon in the ‘Order Details’ column. Hover over the ‘G’ icon and the order guidelines will be displayed.
Orders This Episode - Lab-type order created via an Order Group
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • External Lab/Radiology Definition for CareConnect
Scenario 1: OE NX - Order Group - Lab-type order with default External Lab Vendor via Unit filtering
Specific Setup:
  • A client must have an active inpatient episode. (Client A)
  • Make note of the 'Unit' selected for "Client A".
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A vendor must have the unit selected, that is associated to "Client A", in the 'Units' field on the 'External Lab/Radiology Definition for CareConnect' form.
  • A lab-type order code must exist that is associated with only "Vendor A" in the 'External Lab Definition' grid in the 'Order Code Setup' form. (Order Code A)
  • "Order Code A" must exist in an order group. (Order Group A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Validate that the 'External Lab Vendor Destination' field contains "Vendor A".
  4. Populate all required fields.
  5. Click [Add to Scratchpad] and [Sign].
  6. Validate the 'Order grid' contains an order for "Order Code A".
  7. Search for and select "Order Group A" in the 'New Order' field.
  8. Validate the 'Order Group' dialog is displayed and select "Order Code A".
  9. Validate that the 'External Lab Vendor Destination' field contains "Vendor A".
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains a second order for "Order Code A".
Topics
• Order Entry Console • NX
Update 15 Summary | Details
OE NX - Home Medications
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry User Role
  • Dynamic Form - User Role Definition - Select User Role
  • Frequency Code Setup
Scenario 1: OE NX - Home Medications - Creating an order for a client, while logged in as a user who is not using the associated staff member as an Ordering Practitioner.
Steps

Internal Testing Only

Scenario 2: OE NX - Home Medications - Status filter
Specific Setup:
  1. A Client must have an active episode. (Client A)
  2. "Client A" must have the following orders on the 'Home Medications' tab of the Order Entry Console:
  3. 4 Active Reported
  4. 11 Active
  5. 5 Discontinued
  6. 4 Expired
  7. 5 Pending
  8. 5 Reordered
  9. 5 Voided Reported
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Set the 'Status' field to "Active Reported" and validate there are 4 orders displayed
  4. Set the 'Status' field to "Active" and validate there are 11 orders displayed.
  5. Set the 'Status' field to "Discontinued" and validate there are 5 orders displayed.
  6. NOTE: The "Discontinued" status has been updated to contain all statuses containing "Discontinued", if there are orders that are "Discontinued (Modify)", "Discontinued Reported", or "System Discontinued", these orders will also display when selecting "Discontinued".
  7. Set the 'Status' field to "Expired" and validate there are 4 orders displayed.
  8. Set the 'Status' field to "Pending" and validate there are 5 orders displayed.
  9. Set the 'Status' field to "Reordered" and validate there are 5 orders displayed.
  10. Set the 'Status' field to "Voided Reported" and validate there are 5 orders displayed.
  11. Set the 'Status' field to "All" and validate there are 39 orders displayed.
Topics
• Order Entry Console • Home Medications
2023 Update 19 Summary | Details
'Pre-Authorize Orders' - deleting authorizations
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Pre-Authorize Orders
Scenario 1: Pre-Authorize Orders - deleting all pre-authorizations
Specific Setup:
  • Ensure the 'Orders For Pre-Authorization Setup' form contains a large number of orders defined.
  • A client must have an active episode with a number of active orders that were defined in the 'Orders For Pre-Authorization' form. (Client A)
Steps
  1. Select "Client A" and access the 'Pre-Authorize Orders' form.
  2. Select "Episode 1" in the 'Episode For Which The Selected Orders Are Pre-Authorized' field.
  3. Click [Select Orders To Pre-Authorize].
  4. Validate the 'Orders Defined For Pre-Authorization' dialog is displayed.
  5. Select all orders and click [OK].
  6. Populate all required fields and click [Submit].
  7. Access the 'Pre-Authorize Orders' form.
  8. Click [Select Orders To Pre-Authorize].
  9. Validate the 'Orders Defined For Pre-Authorization' dialog is displayed.
  10. Validate that all orders are selected and click [OK].
  11. Click [Remove ALL Pre-Authorized Orders For Selected Client And Episode] and [Submit].
  12. Validate the form is filed and the user is redirected to the 'HomeView'.
Topics
• Pre-Authorize Orders
 

Avatar_OE_2024_Monthly_Release_2024.01.01_Details.csv