Skip to main content

Avatar OE 2024 Quarterly Release 2024.02 Acceptance Tests

  1. Last updated
  2. Save as PDF
Update 1 Summary | Details
2024 Update installation
Scenario 1: Validate Upgrading Avatar OE 2023 to 2024 is successful when 2023.04.00 is loaded
Specific Setup:
  • Avatar OE 2023 Monthly Release 2023.04.00 must be installed.
Steps
  1. Open the "Product Updates" form.
  2. Select the appropriate [Namespace] from the 'Application' field.
  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].
Topics
• Upgrade
Update 2 Summary | Details
OE NX - Remove Completed Medication Reconciliation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Remove Completed Medication Reconciliation - Warning
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 3 Summary | Details
OE NX - Enable Military Time - OTE/HM- Validate Compliance History/Order Action History
Scenario 1: OE NX - Home Medications - Enable Military Time - Validate Compliance History
Specific Setup:
  • The 'RADplus->General->->->Enable Military Time' registry setting must be set to "Y". Please Note: This is a Netsmart Staff Only registry setting. Please contact your Netsmart Representative.
  • The 'Avatar eMAR->General->Setting->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2".
  • Please log out of and back into the application after this configuration has been done
  • 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. Click the 'Home Medication' tab.
  3. Search for and select any medication in the 'New Order' field.
  4. Populate all required fields and click [Add to Scratchpad] and [Final Review]
  5. Validate the ‘Interactions’ dialog is displayed.
  6. Override all interactions and click [Save Override and Exit].
  7. Validate the 'Order grid' contains a medication.
  8. Select the medication and click [Compliance].
  9. Populate all required fields and click [Save].
  10. Click [View] in the 'Last Compliance' column in the 'Order grid'.
  11. Validate the ‘Compliance History’ dialog is displayed.
  12. Validate the 'Status' cell contains the "Taking as Prescribed".
  13. Validate the 'Last Dose' cell contains the current date and time in Military format.
  14. Validate the 'Entered By' cell contains the user who is logged into the application and performed the compliance.
  15. Validate the Order cell contains the medication name.
  16. Click [Close].
  17. Click the 'Admission Med Reconciliation' tab.
  18. Validate the 'Home Medications (Pre-Admission)' order grid contains the medication created in Home Medications.
  19. Validate the 'Last Dose' cell contains the date and time in Military format that the compliance was recorded.
Scenario 2: OE NX - Orders This Episode - Enable Military Time - Validate Order Action History
Specific Setup:
  • The 'RADplus->General->->->Enable Military Time' registry setting must be set to "Y". Please Note: This is a Netsmart Staff Only registry setting. Please contact your Netsmart Representative.
  • The 'Avatar eMAR->General->Setting->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2".
  • Please log out of and back into the application after this configuration has been done
  • 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.
Steps
  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 and click [Add to Scratchpad] and [Final Review]
  4. Validate the ‘Interactions’ dialog is displayed.
  5. Override all interactions and click [Save Override and Exit].
  6. Validate the 'Order grid' contains a new order.
  7. Click [View] in the 'History' column for the order.
  8. Validate the ‘Orders This Episode History’ dialog is displayed.
  9. Validate the 'Action' cell contains the "Create New Order".
  10. Validate the 'User' cell contains the username of the person logged into the application.
  11. Validate the 'Date/Time' cell contains the current date and time in Military format.
  12. Validate the Order cell contains the order description.
  13. Click [Close].
  14. Select the order in the 'Order grid' and click [Renew].
  15. Set 'Renew' field to "5".
  16. Click [Add to Scratchpad] and [Final Review].
  17. Validate the ‘Interactions’ dialog is displayed.
  18. Override all interactions and click [Save Override and Exit].
  19. Validate the 'Order grid' contains the pharmacy-type order.
  20. Click [View] in the 'History' column for the order.
  21. Validate the ‘Orders This Episode History’ dialog is displayed.
  22. Validate the 'Action' cell contains the "Renew Order".
  23. Validate the 'User' cell contains the username of the person logged into the application.
  24. Validate the 'Date/Time' cell contains the current date and time in Military format.
  25. Validate the 'Order' cell contains the order description.
  26. Click [Close].
OE NX - Client Profile / Physician Orders - Order Detail Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Profile / Physicians Orders
Scenario 1: OE NX - Client Profile/Physician Orders - Order Detail Report
Specific Setup:
  • 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.
  • "Client A" must have at least one active pharmacy-type order.
Steps
  1. Access the 'Allergies and Hypersensitivities' form for "Client A".
  2. Click [Update].
  3. Add a new row in the 'Allergies And Hypersensitivities' grid for an allergy to peanuts "PEANUTS (MDX-2889) (SNOMED=762952008)".
  4. Set the 'Reaction Severity' to "Life threatening severity".
  5. Populate all required fields.
  6. Click [Save] and [Submit].
  7. Access the 'Client Profile/Physician Orders' form for "Client A".
  8. Click [Display Order List/Select Existing Orders For Detail Display].
  9. Select an existing order and click [OK].
  10. Validate the data in the 'Severity' column does not overlap with the data in 'Reaction' column.
Topics
• Order Entry Console • NX
Update 5 Summary | Details
OE NX - Orders This Episode - Laboratory orders - Specimen Collection
Scenario 1: OE NX - Orders This Episode - Validate Specimen Collection
Specific Setup:
  • A lab-type order code must exist. (Order Code A).
  • A lab vendor must exist (Lab Vendor 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.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Lab Code A" in the 'New Order' field.
  3. Select "Lab Vendor A" in the 'External Lab Vendor' field and select a value in the 'Specimen Collection' field.
  4. Populate all required fields and click [Add to Scratchpad] and [Sign].
  5. Validate the 'Order grid' contains a new order for "Lab Code A" that contains the 'Specimen Collection' that was selected when creating the order.
  6. Select the order and click [Print].
  7. Validate the ‘Print Labs' dialog is displayed and click [Print ABN].
  8. Validate the PDF document is displayed. Close the document and click [Refresh Orders].
  9. Validate that the order remains in the order grid and the 'Specimen Collection' continues to be displayed.
Topics
• Order Entry Console • NX
Update 6 Summary | Details
OE NX - Orders This Episode - creating pharmacy-type orders in external pharmacy mode
Scenario 1: OE NX - Orders This Episode - Multiple Orders - Create, Copy and D/C - External Pharmacy Mode
Specific Setup:
  • 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.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code, that is in the form of "Tablet" and is not a controlled substance, in the 'New Order' field.
  3. Set the 'Dose' field to any value.
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Populate all required fields and click [Add to Scratchpad] and [Final Review].
  6. Validate the 'Interactions' dialog is displayed
  7. Override all interactions and click [Save Override and Exit].
  8. Validate the 'Final Review' dialog is displayed and click [Sign].
  9. Validate the 'Order grid' contains a new order.
  10. Create four additional orders using pharmacy-type order codes.
  11. Validate that all orders are displayed in the 'Order grid'.
Topics
• Order Entry Console • NX
Update 8 Summary | Details
OE NX - Home Medications - Top prescribed medications - Validate Default Dose and Dose Unit
Scenario 1: OE NX - Home Medications - Create an order using the strength of the medication and then create a new order using the "top prescribed" value.
Specific Setup:
  • 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.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck the ‘Reported’ checkbox.
  4. Search for and select "Fluconazole 200 MG Tablet Oral" in the 'New Order' field.
  5. Validate 'Dose Unit' contains "Tablet".
  6. Set 'Dose' to "200" and select 'Dose Unit' to "Milligram".
  7. Populate all required fields.
  8. Click [Add to Scratchpad] and [Final Review].
  9. Validate an 'Interactions' dialog may be 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 a new order.
  14. Search and select "Fluconazole 200 MG, Tablet, Oral Tablet (200 Milligrams 3 TIMES A DAY)" in the 'New Order' field.
  15. Validate the 'Dose' field contains "200", the 'Dose Unit' field contains "Milligram", and the 'Frequency' field contains "3 TIMES A DAY".
  16. Populate all required fields.
  17. Click [Add to Scratchpad] and [Final Review].
  18. Validate an 'Interactions' dialog may be displayed.
  19. Override all interactions and click [Save Override and Exit].
  20. Validate the 'Final Review' dialog is displayed.
  21. Select "None" in the 'Output' field and click [Sign].
  22. Validate the 'Order grid' contains two new orders.
Topics
• Order Entry Console • NX
Update 9 Summary | Details
Laboratory Orders sent to an external interface
Scenario 1: OE NX - Orders This Episode - Lab orders - Ensure group order number or placer order number are displayed in 'Order Details' when 'Enable Order Message Queue and Multi-Test Lab Orders' is set to "Y"
Specific Setup:
  • The 'Enable Order Message Queue and Multi-Test Lab Orders' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • An external lab vendor must exist who is configured as follows:(Lab Vendor A)
  • 'External Application Type' = "Lab"
  • 'eVendor' = "Yes"
  • 'Lab Vendor Company' = "LabCorp"
  • 'Group Order Messages' = "Yes"
  • A lab vendor must exist that is not an eVendor. (Lab Vendor B)
  • Two lab-type order codes must exist. Each order code must have different 'Compendium Order Codes', but both must have "Lab Vendor A" selected in the 'External Lab Definition' grid in the 'Order Code Setup' form. (Lab Code A and Lab Code B)
  • A one time only frequency code must exist. (One Time Only)
  • A client must have an active inpatient episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Lab Code A".
  3. Select "One Time Only" in the 'Frequency' field.
  4. Validate that "Lab Vendor A" is displayed in the 'External Lab Vendor Destination' field.
  5. Select "Lab Vendor Staff will Collect" in the 'Specimen Collection' field.
  6. Populate all remaining required fields and click [Add to Scratchpad].
  7. Search for and select "Lab Code B".
  8. Select "One Time Only" in the 'Frequency' field.
  9. Validate that "Lab Vendor A" is displayed in the 'External Lab Vendor Destination' field.
  10. Select "Lab Vendor Staff will Collect" in the 'Specimen Collection' field.
  11. Populate all remaining required fields, click [Add to Scratchpad] and [Sign].
  12. Validate the 'Order grid' contains two orders that have the same "Requisition # GR-#" after the 'Order Details'.
  13. Create a new order for "Lab Code A" where "Lab Vendor A" is defaulted into the 'External Lab Destination' field, where "Lab Vendor Staff will Collect" is selected in the 'Specimen Collection' field, and click [Add to Scratchpad].
  14. Create a new order for "Lab Code B" where "Lab Vendor A" is defaulted into the 'External Lab Destination' field, where "Facility Staff will Collect" is selected in the 'Specimen Collection' field, and click [Add to Scratchpad] and [Sign].
  15. Validate the 'Order grid' contains a new order for "Lab Code A" with a "Requisition #" after the 'Order Details' that is the same as the 'Order Number' that is displayed in the 'Order Type' column.
  16. Validate the 'Order grid' contains a new order for "Lab Code B" with a "Requisition #" after the 'Order Details' that is the same as the 'Order Number' that is displayed in the 'Order Type' column.
  17. Create a new order for "Lab Code A" and deselect the value in the 'External Lab Destination' field and click [Add to Scratchpad] and [Sign].
  18. Validate the 'Order grid' contains a new order for "Lab Code A" with no 'Requisition #' after the 'Order Details'.
  19. Create a new order for "Lab Code A", select "Lab Vendor B" in the 'External Lab Destination' field and click [Add to Scratchpad] and [Sign].
  20. Validate the 'Order grid' contains a new order for "Lab Code B" with a "Requisition #" after the 'Order Details' that is the same as the 'Order Number' that is displayed in the 'Order Type' column.

Please Note: In order for orders to be grouped, they must have the same Lab Vendor, must both have one-time-only 'Frequency' codes, the same 'Specimen Collection' value, and the order codes must have different 'Compendium Order Codes'.
Topics
• Order Entry Console • NX
Update 10 Summary | Details
'OrderEntry.history_client_order' table.
Scenario 1: OE NX - Orders This Episode - New Order (by Nurse who requires validation), Validation by Prescriber
Specific Setup:
  • The 'RADplus->General->->->->Default Value for Console View Episodes' registry setting must be set to "1". NOTE: This is a Netsmart Staff only registry setting. Please contact your Netsmart representative to have this setting configured.
  • Please log out of the application and log back in after completing the above configuration.
  • Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require Validation (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.
  • "User A" must be logged into the application.
Steps
  1. Select "Client A”.
  2. Validate the 'Header Episode' field contains "All Episodes".
  3. Select the most current episode from the 'Header Episode' field.
  4. Access the Order Entry Console and click 'Orders This Episode' tab.
  5. Make note of the number next to the "V" icon.
  6. Search for and select "Ritalin 5 MG Tablet Oral (Schedule II)" from the ‘New Order’ field.
  7. Populate all required fields and click [Add to Scratchpad].
  8. Search for and select the staff member associated with "User B" in the ‘Ordering Practitioner' field.
  9. Click [Sign].
  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 'Output' and click [Sign].
  14. Validate the ‘Order grid’ contains an order for "Ritalin” with an 'Order Status' of "Requires Validation".
  15. Log out of the application and log back in as "User B".
  16. Select "Client A”.
  17. Validate the 'Header Episode' field contains "All Episodes".
  18. Select the most recent active episode from the 'Header Episode' field.
  19. Access the Order Entry Console and click 'Orders This Episode' tab.
  20. Validate the number next to the "V" icon has increased by 1.
  21. Select the “Ritalin” order in the ‘Order grid’ and click [Validate].
  22. Validate the 'Final Review' dialog is displayed.
  23. Select "None" in 'Output' and click [Sign].
  24. Validate the 'Order grid' contains an order for "Ritalin" with a 'Status' of "Active".
  25. Validate the number next to the "V" icon has decreased by 1.
Data Trail - OrderEntry.history_client_order and OrderEntry.history_client_order_lab
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Data Trail Configuration
  • Delete Last Movement
  • Change MR#
Scenario 1: OE-NX - Orders This Episode - Create an order, Change MR#, and delete client
Specific Setup:
  • The 'OrderEntry.history_client_order' and 'OrderEntry.history_client_order_lab' tables must be selected in the 'Data Trail Configuration' form.
  • A user must exist who has access to the 'Audit.history_client_order' and 'Audit.history_client_order_lab' tables. (User A)
  • The ‘Require External Lab Vendor Destination’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”.
  • An 'External Lab Vendor' must exist. (Lab Vendor A)
  • An active 'Specimen Type' must exist. (Specimen Type A)
  • The ‘(10253) Specimen Site’ extended attribute must be set to “Required” in the Order Entry Tabled Files ‘(10245) Specimen Type’ dictionary for “Specimen Type A”.
  • An External Lab Vendor must exist. (Lab Vendor A)
  • An active 'Specimen Type' must exist. (Specimen Type A)
  • A lab-type order code must exist that is associated with "Lab Vendor A" and "Specimen Type A". (Order Code A)
  • 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.
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. Populate all required fields.
  4. Click [Add to Scratchpad] and [Sign].
  5. Create four reports using the ‘OrderEntry.history_client_order’, ‘OrderEntry.history_client_order_lab’, ‘Audit.history_client_order’, and ‘Audit.history_client_order_lab’ tables.
  6. Validate that one row exists in each table for the order created.
  7. Access the ‘Change MR#’ form and change the MR# for “Client A”.
  8. Refresh the 'OrderEntry.history_client_order' and 'Audit.history_client_order' reports.
  9. Validate the row in the 'OrderEntry.history_client_order' table has been updated with the new PATID.
  10. Validate the row in the 'Audit.history_client_order' table remains for the original PATID and that a new row appears for the new PATID.
  11. Access the ‘Delete Last Movement’ form for “Client A” and delete the admission for “Episode 1”.
  12. Access the ‘Client Delete’ form and delete “Client A”.
  13. Refresh the 'OrderEntry.history_client_order' and 'Audit.history_client_order' reports.
  14. Validate the row in the 'OrderEntry.history_client_order' table no longer exists.
  15. Validate the rows in the 'Audit.history_client_order' table remain for the original PATID and the new PATID.
Topics
• Order Entry Console
Update 11 Summary | Details
Order Code Load/Update Utility Via Micromedex Red Book Database' form - Tall Man Lettering
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR
  • Order Code Load/Update Utility Via Micromedex Red Book Database
Scenario 1: OE NX - Orders This Episode - mixed case/Tall Man Lettering with validation in eMAR NX.
Specific Setup:
  • A client must have an active 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.
  • "Client A" must have 3 active orders for "PREDNISONE 10 MG TABLET ORAL", "AMBIEN (ZOLPIDEM TARTRATE) 10 MG TABLET ORAL (Schedule IV)", and "FUROSEMIDE 80 MG TABLET ORAL" that frequency codes that are configured as "Routine".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Validate the 'Order grid' contains orders for "PREDNISONE 10 MG TABLET ORAL", "AMBIEN (ZOLPIDEM TARTRATE) 10 MG TABLET ORAL (Schedule IV)", and "FUROSEMIDE 80 MG TABLET ORAL".
  3. Access "eMAR NX".
  4. Validate that the following orders are displayed under 'Scheduled/Routine':
  5. AMBIEN (ZOLPIDEM TARTRATE) 10 MG ORAL TABLET
  6. FUROSEMIDE 80 MG ORAL TABLET
  7. PREDNISONE 10 MG ORAL TABLET
  8. Go to 'myDay'.
  9. Access the 'Order Code Load/Update Utility Via Micromedex Red Book Database' form.
  10. Validate the two new fields:
  11. Use mixed-case lettering (including Tall Man Lettering, when available) for product names used to create new Order Codes
  12. Update the 'Description' of previously-created Order Codes using mixed-case lettering (including Tall Man Lettering, when available)
  13. Select "Yes" in the 'Use mixed-case lettering (including Tall Man Lettering, when available) for product names used to create new Order Codes' field.
  14. Select "Yes" in the 'Update the 'Description' of previously-created Order Codes using mixed-case lettering (including Tall Man Lettering, when available)' field.
  15. Validate a 'Warning' dialog is displayed stating "WARNING: Setting this prompt to "Yes" will cause the main 'Description' field to be updated on 'Order Codes' that were previously created via this process. This will result in any edits that might have been made by the facility to be overwritten. This includes changes that might have been performed via the 'Order Code Setup' form or via the 'File Import' for Avatar OE 'Order Codes'. Note: 'Order Codes' that have had their 'Description' field updated via Formulary Sync (enhanced mode) will NOT have their 'Description' re-updated via this process. The Order Entry Console (Orders This Episode section and other sections that display OE orders), the 'Client Profile/Physicians Orders' form, and other places within Avatar that display the current description of orders will reflect the updated 'Order Code' 'Description' values immediately, for all orders that use such updated 'Order Codes'. A process will be run in the background to update the descriptions of active orders in Avatar eMAR for orders that use such updated 'Order Codes'. Are you sure that you want to select "Yes"?"
  16. Click [Yes].
  17. Click [Create/Update Order Codes].
  18. Validate a message is displayed stating: "Warning: this version of the 'REDBOOK Database' has already been processed. Are you sure you want to continue?" and click [Yes].
  19. Validate a message is displayed stating: "Note: Processing will take several minutes." and click [OK].
  20. Once completed a message will be displayed stating how many order codes were processed and click [OK].
  21. Close the form.
  22. Access the Order Entry Console.
  23. Click [Refresh].
  24. Validate the 'Order grid' contains orders for "predniSONE 10 MG TABLET ORAL", "Ambien (zolpidem tartrate) 10 MG TABLET ORAL (Schedule IV)", and "Furosemide 80 MG TABLET ORAL".
  25. Access 'eMAR NX'.
  26. Validate that the following orders are displayed under 'Scheduled/Routine':
  27. Ambien (zolpidem tartrate) 10 MG ORAL TABLET
  28. Furosemide 80 MG ORAL TABLET
  29. predniSONE 10 MG ORAL TABLET
Topics
• Order Entry Console
Update 12 Summary | Details
OE NX - Frequency Code Setup -Editing existing code with 'Daily Administration' set to "Not Daily"
Scenario 1: Frequency Code Setup - Editing a frequency code
Specific Setup:
  1. A frequency code with 'Daily Administration' set to "Daily" must exist in the application (Frequency Code A).
  2. A frequency code with 'Daily Administration' set to "Not Daily" must exist in the application (Frequency Code B).
Steps
  1. Access the 'Frequency Code Setup' form.
  2. Select "Edit Existing Code" in the 'Add/Edit Frequency Code' field.
  3. Search for and select "Frequency Code A" in the 'Existing Frequency Code' field.
  4. Select "Yes" in the 'Interval Frequency' field.
  5. Enter any value in the 'Every Nth Hour' field and press the 'Tab' key.
  6. Validate the 'Every Nth Minute' field is disabled.
  7. Validate the 'Times/24 Hours' field contains the appropriate value.
  8. Clear the 'Every Nth Hour' field and press the 'Tab' key.
  9. Validate the 'Every Nth Minute' field is enabled.
  10. Validate the 'Times/24 Hours' field is cleared.
  11. Validate the 'Daily Administration' field is set to "Daily"
  12. Make any desired changes.
  13. Click [Submit].
  14. Validate that a 'Form Return' dialog stating: "Submitting has completed. Do you wish to return to form?"
  15. Click [Yes].
  16. Select "Edit Existing Code" in the 'Add/Edit Frequency Code' field.
  17. Search for and select "Frequency Code B" in the 'Existing Frequency Code' field.
  18. Validate the "Not Daily" is selected for the 'Daily Administration' field.
  19. Validate the 'Days Administration' field is enabled.
  20. Make any desired changes and click [Submit].
  21. Validate that a 'Form Return' dialog stating: "Submitting has completed. Do you wish to return to form?"
  22. Click [No].
Topics
• Frequency Code Setup • NX
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:
  • 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 - 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 3: 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 4: 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 5: 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 6: 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
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
2023 Update 15 Summary | Details
Orders Due For Renew Report
Scenario 1: Orders Due For Renew Report Validation
Specific Setup:
  • At least two frequency codes must exist:
  • One defined as not being "One Time Only". (Frequency Code A)
  • One defined as "One Time Only". (Frequency Code B)
  • At least 4 Pharmacy-type order codes must exist. (Order Code A) (Order Code B) (Order Code C) (Order Code D)
  • 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. Search for and select "Order Code A" from the 'New Order' field.
  3. Set the 'Frequency' field to "Frequency Code A".
  4. Set the 'Duration' field to "7" and click [Days].
  5. Set the 'Start Date' field to "T-10".
  6. Fill out any remaining required fields and click [Add to Scratchpad].
  7. Search for and select "Order Code B" from the 'New Order' field.
  8. Set the 'Frequency' field to "Frequency Code A".
  9. Set the 'Duration' field to "10" and click [Days].
  10. Fill out any remaining required fields and click [Add to Scratchpad].
  11. Search for and select "Order Code C" from the 'New Order' field.
  12. Set the 'Frequency' field to "Frequency Code A".
  13. Set the 'Duration' field to "4" and click [Days].
  14. Fill out any remaining required fields and click [Add to Scratchpad].
  15. Search for and select "Order Code D" from the 'New Order' field.
  16. Set the 'Frequency' field to "Frequency Code B".
  17. Set the 'Duration' field to "1" and click [Days].
  18. Fill out any remaining required fields, click [Add to Scratchpad] and [Sign].
  19. Override any potential interaction warnings and click [Save Override and Exit].
  20. Validate that "Order Code B", "Order Code C", and "Order Code D" are all listed in the 'Order grid'.
  21. Click [My Day] and [Clear Client].
  22. Search for and select "Orders Due For Renew Report" from the 'What can I help you find?' field.
  23. Validate the report launches and contains data.
  24. Set the 'Find' field to "Client A". ("LAST NAME, FIRST NAME")
  25. Validate that only "Order Code B" and "Order Code C" are listed.
Topics
• Renew • NX
Update 15 Summary | Details
OE NX - Home Medications
Internal Test Only
Topics
n/a
Update 19 Summary | Details
OrderEntry.table_order_group
Scenario 1: OE NX - Orders This Episode - Multiple Reasons and Reason Text - New Order, Modify, Copy and D/C
Steps

Internal Testing Only
Topics
• Order Entry Console
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
Update 20 Summary | Details
Dietary-Oral - Diet Restrictions - Diet Consistency Type
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HL7 Connection Monitor
Scenario 1: Dietary-Oral Orders with validation in HL7 Connection Monitor
Specific Setup:
  • The following values must exist in the Order Entry Client Information '(20982) Diet Restrictions' dictionary with the following configuration:
  • Liquid Only
  • '(20998) Diet Consistency Type' set to "Liquid Consistency"
  • High Protein
  • '(20998) Diet Consistency Type' not defined.
  • The following values must exist in the Order Entry Client Profile '(20977) Meal Periods' dictionary:
  • Breakfast
  • Lunch
  • Dinner
  • The Order Entry Client Information '(20974) Diet Supplements' dictionary must contain at least one value.
  • Please log out of the application and log back in after completing the above configuration.
  • A generic Orders Outbound connection must exist. (ORDERS-TEST)
  • An Orders Outbound connection must exist with a 'Connection Profile' of MATRIXCARE. This can be done via an Avatar HL7 Customization Pack that can be requested via your Netsmart Representative. (ORDERS-MATRIXCARE)
  • A dietary-oral type order code must exist. (Order Code A)
  • A client must have an active Inpatient episode. (Client 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. Click [Additional Order Details].
  4. Validate the 'Additional Order Details - Diet Orders - Oral' dialog is displayed.
  5. Select "High Protein" and "Liquid Only" in the 'Diet Restrictions' field.
  6. Click [New Row].
  7. Select any value in the 'Diet Supplement' field and click [Select].
  8. Set the 'Portion Size' field to any value and click [OK].
  9. Select all values in the 'Days of the Week' field and click [OK].
  10. Select "Breakfast", "Lunch", and "Dinner" in the 'Meal Periods' field and click [OK].
  11. Select any value in the 'Routine or PRN' field and click [Select] and [Save].
  12. Select any value in the 'Frequency' field.
  13. Set the 'Duration' field to any value and click [Days].
  14. Click [Add to Scratchpad] and [Sign].
  15. Validate the 'Order grid' contains an order for "Order Code A".
  16. Access the 'HL7 Connection Monitor' form.
  17. Select "ORDERS-TEST" in the 'Select Row' field.
  18. Validate the 'Last Message Processed' field contains an 'ORM-001' event that includes the following:
  19. A 'PID-3' segment, which contains the PATID, with leading zeros.
  20. 2 'ODS' segments with a "D" in the 'ODS-2' segment, one for "Liquid Only" and one for "High Protein".
  21. 3 'ODS' segments with an "S" in the 'ODS-2' segment which includes the Meal periods selected and the dietary supplements.
  22. Select "ORDERS-MATRIXCARE" in the 'Select Row' field.
  23. Validate the 'Last Message Processed' field contains an 'ORM-001' event that includes the following:
  24. A 'PID-3' segment, which is the PATID, with no leading zeros.
  25. An ODS segments with "D" in the 'ODS-2' segment for the order code.
  26. An ODS segment with "LC" in the 'ODS-2' segment for "Liquid Consistency" selected in the 'Diet Consistency Type' extended attribute off of 'Diet Restrictions', and no supplements are displayed.
Topics
• HL7
Update 24 Summary | Details
OE NX - Orders This Episode - Frequency Code (with multiple hours of admin) - custom admin time
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 - Frequency Code (with multiple unit hours of admin) - custom administration times - Validate in eMAR NX
Specific Setup:
  • An active unit must exist. (Unit A).
  • A frequency code must exist that is configured as "3 Times A Day" with hours of administration at "09:00 AM", "03:00 PM", and "09:00 PM". It must also have "Unit A" selected in the 'Unit' field with hours of administration of "01:00 PM" and "01:30 PM".
  • A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form and who is assigned to "Unit A". (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: Testing in this scenario occurred before "08:30 AM".
Steps
  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. Select "3 Times A Day" in the 'Freq' field.
  4. Click [Custom] and validate 'Scheduled Administration Times' contains "01:00 PM" and "01:30 PM", which was set up for "Unit A".
  5. Remove all default hours of administration and replace them with the custom hours of administration, ex. "08:30 AM" and "10:00 AM" and click [Save].
  6. Populate all remaining required fields and click [Add to Scratchpad] and [Final Review].
  7. Validate the ‘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 ‘Order grid’ contains the new order.
  12. Access 'eMAR NX'.
  13. Validate the new order is displayed with hours of administration under the "0800" column under the current date and under the "1000" column under the current date.
OE NX - Orders This Episode - No Custom Administration Times with validation in eMAR NX.
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 - Custom Administration Times and Order Guidelines with validation in eMAR NX.
Specific Setup:
  • 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.
  • Two pharmacy-type order codes must exist. One that has a value in the ‘Order Guidelines’ field. (Order Code A) and one that does not. (Order Code B)
  • A frequency code must exist that has 3 scheduled hours of administration. (Frequency Code A)
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select "Order Code B" in the 'New Order' field.
  3. Select "Frequency Code A" in the 'Freq' field.
  4. Click [Custom] and validate the 'Scheduled Administration Time' fields are populated.
  5. Delete all default hours of administration and click [Save].
  6. Populate all remaining required fields and click [Add to Scratchpad] and [Final Review].
  7. Validate the ‘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 ‘Order grid’ contains the new order for “Order Code B”.
  12. Access the 'eMAR NX'.
  13. Validate the order for "Order Code B" is displayed with no hours of administration.
  14. Select "Client A" and access the Order Entry Console.
  15. Search for and select "Order Code A" in the 'New Order' field.
  16. Validate the ‘G’ icon and order guidelines value are displayed under the ‘New Order’ field.
  17. Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines.
  18. Populate all required fields.
  19. Click [Add to Scratchpad].
  20. Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display.
  21. Click [Final Review].
  22. Validate the ‘Interactions’ dialog is displayed.
  23. Override all interactions and click [Save Override and Exit].
  24. Validate the 'Final Review' dialog is displayed.
  25. Select "None" in the 'Output' field and click [Sign].
  26. 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.
  27. Access the 'eMAR NX'.
  28. Validate the order for "Order Code A" is displayed and contains a 'G' icon in with the 'Order Description' information.
  29. Hover over the ‘G’ icon and the order guidelines will be displayed.
Topics
• Order Entry Console • eMAR NX
Update 25 Summary | Details
OE Console - Home Medications - Final Review - Default Preferred Pharmacy
Scenario 1: OE NX - Discharge Med Reconciliation - Reorder/Modify, Make Rx and Discontinue
Specific Setup:
  • A client must have an active episode. (Client A) (Program 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.
  • An 'External Pharmacy' must be configured in the 'External Pharmacy Setup' form where "Program A" is configured to this pharmacy. (Pharmacy A)
  • The ‘Require Reason Text With This Reason Code’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for a reason code. (Reason Code A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Click [Change] and validate the 'Pharmacy Search' dialog appears.
  4. Set the 'Search Within' field to "All" and click [Search], choose a pharmacy and then click [Select & Make Preferred].
  5. Validate the chosen pharmacy is listed above the 'Order grid'.
  6. Validate the ‘Reported’ checkbox is checked.
  7. Search for and select "predniSONE 5 MG Tablet Oral" in the 'New Order' field.
  8. Set the ‘Dose’ field to "5".
  9. Validate the 'Dose Unit' field defaults to "Tablet".
  10. Select "Milligram" from the 'Dose Unit' field.
  11. Select "TWICE A DAY" from the ‘Frequency’ field.
  12. Select Reason Code A for 'Reason'.
  13. Validate 'Reason Text' field is required and empty.
  14. Click [Save].
  15. Validate an error message stating "Reason Text field is required" pops.
  16. Click [Ok] and fill any value in 'Reason Text' field.
  17. Click [Save].
  18. Validate the 'New Order' field does not contain a value.
  19. Uncheck the ‘Reported’ checkbox.
  20. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field. // Can search for "Pen-VK 500 MG Oral Tablet".
  21. Set the ‘Dose’ field to "2".
  22. Validate the 'Dose Unit' field contains "Tablet".
  23. Select "TWICE A DAY" from the ‘Frequency’ field.
  24. Set the ‘Days Supply’ field to "12" and press Tab.
  25. Select Reason Code A for 'Reason'.
  26. Validate 'Reason Text' field is required and empty.
  27. Click [Add to Scratchpad].
  28. Validate a row in scratchpad is created for this order with a missing required field flag.
  29. Select this order from the scratchpad and populate the 'Reason Text' field.
  30. Click [Update Order], [Final Review], [Save Override and Exit] and [Sign].
  31. Validate the 'New Order' field does not contain a value.
  32. Search for and select "cefTRIAXone 1 GM Powder for Solution Injection" in the 'New Order' field.
  33. Set the ‘Dose’ field to "1".
  34. Select "Gram" from the ‘Dose Unit’ field.
  35. Select "EVERY DAY" from the ‘Frequency’ field.
  36. Set the ‘Days Supply’ field to "12".
  37. Set the ‘Dispense Qty’ field to "1".
  38. Select "Gram" from the ‘Dispense Qty Unit' field.
  39. Select "Reason Code A" for 'Reason'.
  40. Validate the 'Reason Text' field is required and empty.
  41. Click [Add to Scratchpad].
  42. Validate a row in scratchpad is created for this order with red flag for missing 'Reason Text' field.
  43. Select this order from scratchpad and fill any value in 'Reason Text' field.
  44. Click [Update Order] and [Final Review].
  45. Validate the 'Interactions' dialog is displayed.
  46. Override all interactions and click [Save Override and Exit].
  47. Validate the ‘Final Review’ dialog is displayed click [Sign].
  48. Validate the 'Order grid' contains an order for "predniSONE - 5 MG, TAB, PO", "ADVIL 200 MG TABLET ORAL", and "cefTRIAXone 1 GM Powder for Solution Injection".
  49. Select the "ADVIL" order and click [Modify].
  50. Validate the 'New Order' field contains "ADVIL 200 MG ORAL Tablet".
  51. Set the 'Dose' field to "1".
  52. Clear the 'Reason Text' field and click [Add to Scratchpad].
  53. Validate a row in the scratchpad is created for this order with a missing required field flag.
  54. Select this order from scratchpad and populate the 'Reason Text' field.
  55. Click [Update Order] and [Final Review].
  56. Click [Save Override and Exit] and [Sign].
  57. Select the "ceftTRIAXone 1 GM Powder for Solution Injection" order and click [Reorder].
  58. Validate the 'New Order' field contains "ceftTRIAXone 1 GM Powder for Solution Injection".
  59. Clear the 'Reason Text' field.
  60. Click [Add to Scratchpad].
  61. Validate a row in the scratchpad is created for this order with a missing required field flag.
  62. Select this order from the scratchpad and populate the 'Reason Text' field.
  63. Click [Update Order], [Final Review] and [Sign].
  64. Select the ‘Discharge Reconciliation’ tab.
  65. Validate the chosen pharmacy is listed above the 'Home Medications Scratchpad (Post-Discharge)'.
  66. Validate that the three orders appear in the 'Home Medications Scratchpad (Post Discharge)'.
  67. Click on the order for "predniSONE - 5MG, TAB, PO" and click [Make Rx].
  68. Validate the 'Dose Unit' field contains "Milligram".
  69. Select any value from the ‘Diagnosis’ field.
  70. Set the ‘Days Supply’ field to "12".
  71. Set the 'Dispense Qty' field to "12".
  72. Select "Gram" in the 'Dispense Qty Unit' field.
  73. Select Reason Code A for 'Reason' and validate 'Reason text' is required.
  74. Click [Update Order].
  75. Validate MakeRX order row is created with red flag for missing 'Reason Text' field.
  76. Select the order and set any value to 'Reason Text' field.
  77. Click [Update Order].
  78. Validate that ‘Action’ for the “predniSONE - 5MG, TAB, PO” order contains "MAKE RX".
  79. Click on the order for "Advil 200 MG ORAL Tablet" and click [DC].
  80. Validate that ‘Action’ for the “Advil 200 MG ORAL Tablet” order contains "DC".
  81. Select “cefTRIAXone 1 GM INJECTION Powder for Solution” from 'Home Medications Scratchpad (Post-Discharge)'.
  82. Click [Reorder/Modify].
  83. Validate the 'New Order' field contains "cefTRIAXone 1 GM INJECTION Powder for Solution”.
  84. Set no value to 'Reason Text' and click [Update Order].
  85. Validate [Reorder/Modify] order row is created with red flag for missing 'Reason Text' field.
  86. Select the order and set any value to 'Reason Text' field.
  87. Click [Update Order].
  88. Validate that ‘Action’ for the “cefTRIAXone 1 GM INJECTION Powder for Solution” order contains "REORDER/MODIFY".
  89. Select and set "Elavil 25 MG Tablet Oral" in 'New Order'.
  90. Populate all required fields.
  91. Set Reason Code A to 'Reason' and validate 'Reason Text' field is required and empty.
  92. Click [Add to Scratchpad]
  93. Validate [ADD] order row is created with a missing required field flag.
  94. Select the order and populate the 'Reason Text' field.
  95. Click [Update Order].
  96. Set 'Dispense Days Supply' to "2".
  97. Click [Review and Sign].
  98. Validate the 'Interactions' dialog is displayed.
  99. Override all interactions and click [Save Override and Exit].
  100. Validate the ‘Final Review’ dialog is displayed and click [Sign].
  101. Validate the chosen pharmacy is still listed above the 'Home Medications Scratchpad (Post-Discharge)'.
Scenario 2: OE NX - Home Medications - Make Rx when 'Reported' is selected by default.
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->OrderConnect->->->Enable Home Medications in the Order Entry Console' registry setting must be set to "Y".
  • The user that is logging into the application must have the 'Associate User with User Role' field set to "No" and the 'Default to Client Reported in Home Medications' field with the 'Client Reported' checkbox checked off.
  • Please log out and log back in after completing the above configuration.
  • A client must have an active episode. (Client A) (Program A)
  • An 'External Pharmacy' must be configured in the 'External Pharmacy Setup' form where "Program A" is configured to this pharmacy. (Pharmacy A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the ‘Home Medications’ tab.
  3. Click the [Change] button.
  4. Validate the ‘Pharmacy Search’ dialog is displayed.
  5. Validate the ‘Pharmacy Type’ field contains "All".
  6. Select "All" from the ‘Miles of’ field.
  7. Validate the ‘Location’ field contains "Patient Home".
  8. Click [Search].
  9. Select a pharmacy from the list of pharmacy locations. (Pharmacy A)
  10. Click [Select & Make Preferred].
  11. Validate the ‘Client Reported’ checkbox is checked.
  12. Set the ‘New Order’ field to “Ativan 1 MG Tablet Oral” and click [Save].
  13. Validate the ‘Order grid’ contains the order for “Ativan - 1 MG, TAB, PO”.
  14. Select the order for “Ativan - 1 MG, TAB, PO”.
  15. Click [Make RX].
  16. Set the ‘Dose’ field to "1".
  17. Validate the ‘Dose Unit’ field contains "Tablet".
  18. Set the ‘Frequency’ field to “TWICE A DAY”.
  19. Set the ‘Diagnosis’ field to any value.
  20. Set the ‘Days Supply’ field to "20".
  21. Validate the ‘Dispense Qty’ field contains "40".
  22. Validate the ‘Dispense Qty’ field is contains "Tablet".
  23. Click [Add to Scratchpad] and click [Final Review].
  24. Validate the ‘Final Review’ dialog is displayed.
  25. Validate the ‘Pharmacy’ field contains "Pharmacy A".
  26. Validate the 'Pharmacy' column in the order grid contains "Pharmacy A".
  27. Click [Sign].
  28. Validate the ‘Order grid’ contains the order for “Ativan 1 MG ORAL Tablet”.
Topics
• Order Entry Console
Update 27 Summary | Details
OE NX - Renew / Reorder - Notifications
Scenario 1: OE NX - Orders This Episode - 'Send Renew/Reorder Notification to' registry setting set to "A" - Client does not have an Attending Practitioner
Specific Setup:
  • Must only 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".
Steps
  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 Practitioner' 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. Validate no other notifications were sent.
  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' due to the fact that an 'Attending Practitioner' did not exist for this client and episode.
Topics
• Order Entry Console
Update 29 Summary | Details
Nursing Order Verification / Nursing Order Acknowledgment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Nursing Order Verification
  • Nursing Order Acknowledgement
Scenario 1: Nursing Order Acknowledgement form - Validations
Specific Setup:
  • Have a system with registry setting "Enable Military Time" set to "Y"
  • A client must have existing orders that require acknowledgment (Client A)
Steps
  1. Open the 'Nursing Order Acknowledgement' form.
  2. Select "Client A's Unit" from the 'Select Unit' field.
  3. Select "Client A" from the 'Select Client' field.
  4. Click [Select Order Actions To Be Acknowledged].
  5. Select a row
  6. Click [OK].
  7. Validate the 'Details of Selected Order Action(s)' field contains information related to the order selected.
  8. Validate the "Filed" date field has the time displayed in military time format (HHDD)
  9. Validate the "Start" date field has the "Start" and "Stop" time(s) displayed in military time format (HHDD)
  10. Select "Acknowledged" from the 'Nursing Order Acknowledgement' field.
  11. Click [Submit].
  12. Validate the 'Form Return' dialog contains "Submitting has completed. Do you wish to return to form?".
  13. Click [No].
Topics
• Order Entry Console • Order Entry Notifications
Update 30 Summary | Details
OE Console - Extra "Slashes" in Orders 'Directions' field displays correctly in order grid
Scenario 1: Order Entry Console - Discharge Med Reconciliation - MakeRx
Specific Setup:
  • 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 of the application and log back in after completing the above configuration.
  • A client must have an active inpatient program whose Program or Unit must be configured in the 'External Pharmacy Setup' form. (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. Click the 'Home Medications' tab.
  3. Validate the 'Client Reported' checkbox is checked.
  4. Search for and select "PriLOSEC OTC 20 MG Tablet, Delayed Release Oral" in the 'New Order' field.
  5. Set the 'Dose' field to "1".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "Every Day" in the 'Frequency' field.
  8. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily".
  9. Set the 'Directions' field as "Take one (1) tablet by mouth daily /".
  10. Click [Save].
  11. Validate the 'Order grid' contains an order for "PriLOSEC OTC - 20 MG, TCP, POTake one (1) tablet by mouth daily /".
  12. Click the 'Discharge Med Reconciliation' tab.
  13. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "PriLOSEC OTC - 20 MG, TCP, POTake one (1) tablet by mouth daily /".
  14. Select the order in the 'Home Medications Scratchpad (Post-Discharge)'.
  15. Validate the 'New Order' field contains "PriLOSEC OTC 20 MG Oral Tablet, Delayed Release".
  16. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily".
  17. Set the 'Directions' field as "Take one (1) tablet by mouth daily /.
  18. Set the 'Note to Pharmacist' as "/ \".
  19. Set 'Days Supply' as "2".
  20. Validate 'Dispense Qty' is "2" and 'Stop date' is Current Date + 2 days.
  21. Click [Update Order].
  22. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "PriLOSEC OTC 20 MG Tablet, Delayed Release OralTake one (1) tablet by mouth daily /.(Refills: 0, Dispense Quantity: 2) Note To Pharmacist: / \".
OE NX - Reason Code and Reason Text - Print PDF
Scenario 1: OE NX - Reason Code and Reason Text - Print output
Specific Setup:
  • 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.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Click the 'Home Medications' tab.
  3. Uncheck the 'Reported' checkbox.
  4. Select the any pharmacy-type order in the 'New Order' field. (Order Code A)
  5. Populate the required fields.
  6. Select any value from the 'Reason' dropdown.
  7. Populate the 'Reason Text' field.
  8. Click [Add to Scratchpad].
  9. Select the any pharmacy-type order in the 'New Order' field. (Order Code B)
  10. Populate the required fields.
  11. Select any value from the 'Reason' dropdown.
  12. Leave the 'Reason Text' field blank.
  13. Click [Add to Scratchpad].
  14. Select the any pharmacy-type order in the 'New Order' field. (Order Code C)
  15. Populate the required fields.
  16. Select any value from the 'Reason' dropdown.
  17. Leave the 'Reason' field blank
  18. Click [Add to Scratchpad] and [Final Review].
  19. Select "Print" as 'Output' for all the orders and click [Sign].
  20. Validate
  21. Validate the PDF contains "Reason for Prescribing", 'Reason Code', and 'Reason Text' for "Order code A".
  22. Validate the PDF contains "Reason for Prescribing" and 'Reason Code' for the "Order code B".
  23. Validate the PDF does not contain a reason for prescription for the "Order code C".
  24. Click [Close].
  25. Validate the order grid contains 3 rows:
  26. 'Reason', 'Reason Code', and 'Reason Text' for "Order Code A".
  27. 'Reason' and 'Reason Code' for "Order code B".
  28. "Order Code C".
  29. Access the 'Admission Reconciliation' tab.
  30. Validate the 'Inpatient Medications Scratchpad' grid contains 3 rows:
  31. 'Reason', 'Reason Code', and 'Reason Text' for "Order Code A".
  32. 'Reason' and 'Reason Code' for "Order code B".
  33. "Order Code C".
Topics
• Order Entry Console
Update 32 Summary | Details
Notify Attending Practitioner
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • TO DO'S
Scenario 1: OE NX - Home Medications - Notify Attending Practitioner
Specific Setup:
  • 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 "Reported" checked.
  • Please log out of the application and log back in after completing the above configuration.
  • Three users must exist in the application. Two must have staff members associated to them that have full access to the application. (User A) (User B) and the other user must not have an associated staff member. (User C)
  • A client must have an active inpatient episode that is configured with an 'Attending Practitioner' associated with staff member for "User B". (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 in as "User A".
Steps
  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 the 'Practitioner' field contains the staff member associated with "User B".
  8. Click [Send Notification].
  9. Access 'myDay'.
  10. Log out of the application and log back in as "User B".
  11. Access the 'My To Do's' widget.
  12. Click the 'Open To Do's' menu and select "Days in Queue" in the 'Sort By' field in the top right corner.
  13. Validate "Client A" is displayed at the top of the 'Entered Queue - Today' column for the current date.
  14. Validate the 'To Do' contains "From: User A".
  15. Click [Review To Do Item].
  16. Validate the 'To Do Information' field contains "Sent By: = User A".
  17. Check the 'Reviewed' checkbox.
  18. Click [Submit].
  19. Log out of the application and log back in as "User C".
  20. Select "Client A" and access the Order Entry Console.
  21. Select the 'Home Medications' tab.
  22. Validate the 'Medication history reviewed and completed for Episode #' checkbox is checked.
  23. Click [Notify Attending Practitioner].
  24. Validate the 'Notify Attending Practitioner' dialog is displayed.
  25. Validate the 'Practitioner' field contains the staff member associated with "User B".
  26. Click [Send Notification].
  27. Log out of the application and log back in as "User B".
  28. Access the 'My To Do's' widget.
  29. Click the 'Open To Do's' menu and select "Days in Queue" in the 'Sort By' field in the top right corner.
  30. Validate "Client A" is displayed at the top of the 'Entered Queue - Today' column for the current date.
  31. Validate the 'To Do' contains "From: User C".
  32. Click [Review To Do Item].
  33. Validate the 'To Do Information' field contains "Sent By: = User C"
  34. Check the 'Reviewed' checkbox.
  35. Click [Submit].
Topics
• Home Medications
2023 Update 34 Summary | Details
OE NX - Client with Cross Episode Financial Eligibility - Creating Lab Orders
Scenario 1: OE NX - Orders This Episode - Creating Lab orders for a client with two guarantors in Cross Episode Financial Eligibility
Specific Setup:
  • A lab vendor must exist that is a configured as an 'eVendor', has a 'Lab Vendor Company' of "LabCorp" or "Quest", and has 'ABN Required' set to "Yes". (Lab Vendor A)
  • Two lab-type order codes must exist. (Order Code A, Order Code B)
  • "Order Code A" and "Order Code B" must be associated with "Lab Vendor A" and must be associated with different 'Compendium Order Codes'.
  • 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, in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form, and at least two guarantors filed in the 'Cross-Episode Financial Eligibility' form.
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 "Lab 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 Code B" in the 'New Order' field.
  8. Validate that the 'External Lab Vendor Destination' field contains "Lab Vendor A".
  9. Populate all required fields.
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains an order for "Order Code A" and "Order Code B".
OE NX - Orders This Episode -
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR
Scenario 1: OE NX – Create new pharmacy-type order when ‘Treatment Setting Processed by eMAR’ is set to “O”
Specific Setup:
  • The 'Avatar Order Entry->eMAR->Settings->->->Treatment Settings Processed By eMAR' registry setting must be set to "O" (Outpatient Only).
  • 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.
Steps
  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.
  4. Click [Add to Scratchpad] and [Final Review].
  5. Validate the ‘Interactions’ dialog is displayed.
  6. Override all interactions and click [Save Override and Exit].
  7. Validate the 'Final Review' dialog is displayed.
  8. Select "None" in the 'Output' field and click [Sign].
  9. Validate the 'Order grid' contains a new order.
  10. Access the 'eMAR' widget.
  11. Validate that the order created is not displayed.
OE NX - Orders This Episode - Validate Orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR
  • eMAR NX - Dynamic Form - MEDICATION WARNING
Scenario 1: OE NX - Orders This Episode - Validating a one-time-only order that requires validation and has been administered in eMAR
Specific Setup:
  • Two Users must exist. One whose order actions require validation and who is not associated with a Staff Member. (User A) One whose actions do not require validation and who is associated with a Staff Member. (User B)
  • 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.
  • "User A" must be logged into the application.
Steps
  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 and ensure a one-time-only frequency code is selected.
  4. Click [Add to Scratchpad].
  5. Search for and select the staff member associated with “User B” in the ‘Ordering Practitioner’ field.
  6. Click [Final Review].
  7. Validate the ‘Interactions’ dialog is displayed.
  8. Override all interactions and click [Save Override and Exit].
  9. Validate the 'Final Review' dialog is displayed.
  10. Validate “Pending” is selected in the ‘Output’ field and click [Sign].
  11. Validate the ‘Order grid’ contains a new order with an ‘Order Status’ of “Requires Validation (staff member last name, first name – Create New Order)”.
  12. Access the 'eMAR' widget.
  13. Validate the order created is displayed.
  14. Complete ‘Order Acknowledgement’ and ‘Client Education’ on the order.
  15. Populate all required fields and administer the order.
  16. Validate that the order is now Discontinued.
  17. Access the Order Entry Console.
  18. Select the order in the ‘Order grid’ and click [Validate].
  19. Validate the 'Final Review' dialog is displayed.
  20. Select "None" in the 'Output' field and click [Sign].
  21. Validate the ‘Order grid’ contains the same order with an ‘Order Status’ of “Active”.
Topics
• Order Entry Console • NX
2023 Update 35 Summary | Details
"Avatar Order Entry" - application mappings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Application Namespace Connections Validation
Scenario 1: Application Namespace Connection Validation
Specific Setup:
  1. Have a system with one or more child namespaces. For example: "PM" or "CWS" namespaces
  2. Have a system that the following modules installed in the system: "Avatar Data Warehouse", " Avatar CWS State Forms" or "Avatar ProviderConnect NX 2023 " and any other desired modules
Steps
  1. Open form "Applications Namespace Connection Validations"
  2. Validate "Currently Connected Namespaces" text box lists the expected child applications and namespace(s):
  3. Validate "Currently Connected Namespaces" text box indicates there are no application namespace connection or mapping errors.
  4. Click [Process]
  5. Validate the "Application Namespace Connections Validation" report list the expected connected child applications and namespace(s)
  6. Validate "Currently Connected Namespaces" text box indicates there are no application namespace connection or mappings errors.
Scenario 2: Avatar OE - Validate the migration of global entries in the "^NTSTMAP" Global to the "^RADplusMap" Global
Steps
  1. Internal Testing Only
Topics
• Forms
2023 Update 37 Summary | Details
Order Entry Installed to Support Home Meds Only
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Role Definition
Scenario 1: OE NX - Order Entry Installed to Support Home Meds Only - Accessible Forms
Specific Setup:
  • The 'Order Entry Installed to Support Home Meds Only' registry setting must be set to "Y". Please Note: This is a Netsmart Staff Only registry setting, please contact your Netsmart Representative.
  • A user (User A) must exist who is associated with a User Role (User Role A).
Steps
  1. Log into the application as "User A".
  2. Access the 'User Definition' form.
  3. Search for and select "User A".
  4. Validate "Yes" is selected in the 'Associate User with a User Role' field.
  5. Validate "No" is selected in the 'Allow User Role Customization' field.
  6. Validate "User Role A" is selected in the 'User Roles' field.
  7. Navigate to the 'Forms and Tables' section.
  8. Click [Select Forms for User Access].
  9. Expand 'Order Entry' items and see that 'Order Entry Security' and 'Order Entry System Definitions' exist.
  10. Expand both of those items and see that the following forms are displayed:
  11. Order Entry User Role
  12. Order Entry User Definition
  13. Frequency Code Setup
  14. Close the form.
  15. Access the 'User Role Definition' form.
  16. Search for and select "User Role A".
  17. Click [Select Forms for User Access].
  18. Expand 'Order Entry' items and see that 'Order Entry Security' and 'Order Entry System Definitions' exist.
  19. Expand both of those items and see that the following forms are displayed:
  20. Order Entry User Role
  21. Order Entry User Definition
  22. Frequency Code Setup
Print Current Orders and Order Changes - Current Orders Report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Print Current Orders and Order Changes
Scenario 1: NX - Print Current Orders and Order Changes Form
Specific Setup:
  • Two pharmacy-type order codes must exist that contain long descriptions (greater than 60 characters) "Order Code A" and "Order Code B".
  • A client must have an active outpatient 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. Select the 'Orders This Episode' tab.
  3. Search for and select "Order Code A" in the 'New Order' field.
  4. Populate all required fields and click [Add to Scratchpad].
  5. Search for and select "Order Code B" in the 'New Order' field.
  6. Populate all required field and click [Add to Scratchpad] and [Sign].
  7. Validate the 'Order grid' contains both orders.
  8. Access the 'Print Current Orders and Order Changes' form.
  9. Search for and select "Client A" in the 'Select Patient' field.
  10. Select "Current Orders" in the 'Select Report' field.
  11. Select "Pharmacy" in the 'Order Type' field and click [Process].
  12. Validate the 'Current Orders' report is displayed.
  13. Validate the 'Order Description' contents do not overlap with the 'Start Date/Time' for each order.
Topics
• Forms
2023 Update 44 Summary | Details
Order Entry Console - Drug-to-Drug Interaction Warning
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console - Warning Dialog - Age/Problem
  • Order Entry Clinical Screening System Defaults
Scenario 1: OE NX - Alert Interaction Checking in the Order Entry Console
Specific Setup:
  • 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.
  • An order code for Advil must have the following configured in the 'Order Code Setup' form: (Order Code A)
  • 'Require Consent' = "Yes".
  • 'Alert When Client is Below Age' = "An age older than "Client A"".
  • 'Is this Medication a Formulary Item?' = "No".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Warfarin Sodium et COUMADIN 2.5 MG ORAL" from the 'New Order' field.
  3. Fill out all required fields and click [Add to Scratchpad].
  4. Search for and select "Order Code A" from the 'New Order' field.
  5. Fill out all required fields and click [Add to Scratchpad].
  6. Click [Sign].
  7. Validate the 'Warning' dialog is displayed.
  8. Validate there is an 'Interaction' tab that contains a Drug Interaction for "Order Code A" and "Warfarin Sodium et COUMADIN 2.5 MG ORAL".
  9. Validate there is a 'Consent' tab for "Order Code A".
  10. Validate there is a 'Non-Formulary' tab for "Order Code A".
  11. Validate there is an 'Age and Problem Alert' tab for "Order Code A".
  12. Set the 'Notes' field for all tabs to any value and click [Save Override and Exit]
  13. Validate the 'Order grid' contains an order for "Order Code A" and "Warfarin Sodium et COUMADIN 2.5 MG ORAL".
Scenario 2: OE Console - OTE - Drug-to-Drug Interaction Checking - 'Types of Screening Performed Via Direct CKO Server Connection' = ""
Specific Setup:
  • There must be nothing checked in the 'Types of Screening Performed Via Direct CKO Server Connection' field in the 'Order Entry Clinical Screening System Default' form.
  • 'Active' must be the only thing checked in the 'Include Orders With The Following Order Statuses In Clinical Screening' field in the 'Order Entry Clinical Screening System Default' form.
  • 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. Search for and select "Warfarin Sodium et COUMADIN 2.5 MG ORAL" from the 'New Order' field.
  3. Fill out all required fields and click [Add to Scratchpad].
  4. Search for and select "ASPIRIN MICRO-COATED 325 MG TABLET ORAL" from the 'New Order' field.
  5. Validate there is an 'At least one warning has been found with this order code' button present below the 'New Order' field.
  6. Fill out all required fields and click [Add to Scratchpad].
  7. Click [Sign].
  8. Validate the 'Warning' dialog is displayed.
  9. Validate there is an 'Interaction' tab that contains a Drug Interaction for "ASPIRIN MICRO-COATED 325 MG TABLET ORAL" and "Warfarin Sodium et COUMADIN 2.5 MG ORAL".
  10. Set the 'Notes' field to any value and click [Save Override and Exit]
  11. Validate the 'Order grid' contains an order for "ASPIRIN MICRO-COATED 325 MG TABLET ORAL" and "Warfarin Sodium et COUMADIN 2.5 MG ORAL".
Scenario 3: OE Console - AMR - Drug-to-Drug Interaction Checking - 'Types of Screening Performed Via Direct CKO Server Connection' = ""
Specific Setup:
  • There must be nothing checked in the 'Types of Screening Performed Via Direct CKO Server Connection' field in the 'Order Entry Clinical Screening System Default' form.
  • 'Active' must be the only thing checked in the 'Include Orders With The Following Order Statuses In Clinical Screening' field in the 'Order Entry Clinical Screening System Default' form.
  • 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.
  • "Client A" must have no medications listed in the 'Home Medications' tab.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Warfarin Sodium et COUMADIN 2.5 MG ORAL" from the 'New Order' field.
  3. Fill out all required fields, click [Add to Scratchpad] and [Sign].
  4. Select the 'Home Medications' tab.
  5. Check the 'No Known Medications' and 'Medication history reviewed and completed for Episode #x' fields.
  6. Select the 'Admission Reconciliation' tab.
  7. Search for and select "ASPIRIN MICRO-COATED 325 MG TABLET ORAL" from the 'New Order' field.
  8. Validate there is an 'At least one warning has been found with this order code' button present below the 'New Order' field.
  9. Fill out all required fields, click [Add to Scratchpad] and [Reconcile & Sign].
  10. Validate the 'Warning' dialog is displayed.
  11. Validate there is an 'Interaction' tab that contains a Drug Interaction for "ASPIRIN MICRO-COATED 325 MG TABLET ORAL" and "Warfarin Sodium et COUMADIN 2.5 MG ORAL".
  12. Set the 'Notes' field to any value and click [Save Override and Exit].
  13. Validate the 'Inpatient Medications Scratchpad' contains orders for "Warfarin Sodium et COUMADIN 2.5 MG ORAL" and "ASPIRIN MICRO-COATED 325 MG TABLET ORAL".
Topics
• Clinical Screening • NX
 

Avatar_OE_2024_Quarterly_Release_2024.02_Details.csv