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Avatar OE 2024 Update 35

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Product Requirements and Recommendations

Avatar CWS required
Avatar OE required
RADplus required

Recommended Update Level

Avatar Cal-PM 2024 Update 38
Avatar CWS 2024 Monthly Release 2024.01.02
Avatar CWS 2024 Update 48
Avatar eMAR 2024 Update 16
Avatar OE 2024 Monthly Release 2024.01.02
Avatar PM 2024 Update 36
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

Avatar Order Entry is enhanced to support putting orders on hold when a client goes on leave via Avatar PM's 'Leaves' form. This is accomplished via the "Hold" selection in the 'Discontinue or Hold Orders Upon Leave' extended attribute off of the 'Type of Leave From' dictionary in Avatar PM (Client File, data element 757). Please note: Avatar PM 2024 Update 36 or Avatar Cal-PM 2024 Update 38 is required for full functionality. In addition, the following issues are resolved: 1) Orders automatically discontinued via client discharge or leave are given a 'Discontinue Effective Date' and 'Discontinue Effective Time' that reflects when the discharge or leave was filed, rather than the 'Date of Discharge' / 'Discharge Time' or the 'Leave Date' / 'Leave Time' that is indicated when filing the discharge or leave. 2) A client's 'Admission Medication Reconciliation' and 'Discharge Medication Reconciliation' data are not updated when using the 'Change MR#', 'Client Merge', or 'Client Delete' forms.

Required Updates

Avatar OE 2023 Update 34
Avatar OE 2024 Update 31

Included Updates

2, 3, 6, 11, 14, 15, 24, 25, 30, 31

Details
NEW1 CHANGED0 FIXED2
New (1)
OE NX - Put orders on hold during leave
Avatar Order Entry is enhanced to support putting orders on hold when a client goes on leave via Avatar PM's 'Leaves' form. This is accomplished via the "Hold" selection in the 'Discontinue or Hold Orders Upon Leave' extended attribute off of the 'Type of Leave From' dictionary in Avatar PM (Client File, data element 757).
Please note: Avatar PM 2024 Update 36 or Avatar Cal-PM 2024 Update 38 is required for full functionality.
Value Added: Avatar Order Entry is enhanced to support putting orders on hold
Topics
• eMAR NX
 
Fixed (2)
OE NX - Discontinue on Discharge
An issue is resolved to ensure Orders automatically discontinued via client discharge or leave are given a 'Discontinue Effective Date' and 'Discontinue Effective Time' that reflects when the discharge or leave was filed, rather than the 'Date of Discharge' / 'Discharge Time' or the 'Leave Date' / 'Leave Time' that is indicated when filing the discharge or leave.
Topics
• Discharge • Order Entry Console
 
Discharge Reconciliation - Create an order and Change MR#, Client Merge and Delete Client
An issue is resolved in to ensure a client's 'Discharge Reconciliation' data is updated when using the 'Change MR#', 'Client Merge', or 'Client Delete' forms.
KB0075418 v0.01
Topics
• Order Entry Console
 
Acceptance Tests
AV-91070 Summary | Details
OE NX - Discontinue on Discharge
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Discontinue on Discharge
Specific Setup:
  • 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.
  • "Client A" must have at least one active pharmacy-type order.
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Set the 'Date of Discharge' field to yesterday's date.
  3. Set the 'Discharge Time' field to any time.
  4. Select any value in the 'Type Of Discharge' field.
  5. Set the 'Discharge Practitioner' field to any value.
  6. Click [Submit].
  7. Access the Order Entry Console.
  8. Validate the 'Order grid' does not contain any "Active" orders.
  9. Select "Discontinued" from the 'Status' field.
  10. Validate the order(s) that were previously active for "Client A" are displayed in the 'Order grid'.
  11. Create a report using the 'OrderEntry.history_client_order' table and include the 'dis_effective_date', 'dis_effective_time' fields as well as any other relevant fields.
  12. Validate the 'dis_effective_date' and 'dis_effective_time' fields contain the values entered in the 'Discharge Date' and 'Discharge Time' fields.
Topics
• Discharge • Order Entry Console
AV-91158 Summary | Details
Discharge Reconciliation - Create an order and Change MR#, Client Merge and Delete Client
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE-NX - Discharge Med Reconciliation - Create an order, Change MR#, and Delete Client
Specific Setup:
  • A pharmacy-type order code must exist (Order Code A).
  • 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 'Discharge Reconciliation' tab.
  3. Validate the 'Discharge Disposition' field contains "Discharge to Facility".
  4. Uncheck the 'No Prescription Required' checkbox.
  5. Search for and select "Order Code A" in the 'New Order' field.
  6. Populate all required fields and click [Add to Scratchpad].
  7. Set the 'Inhouse Pharmacy' field to "10" and click [Review and Sign].
  8. Validate the 'Final Review' dialog is displayed.
  9. Select "None" in 'Output' and click [Sign].
  10. Validate the 'Discharge Med Reconciliation' tab is in view-only mode.
  11. Create a report using the 'OrderEntry.med_rec_dis_scrpad' table.
  12. Validate the 'OrderEntry.med_rec_dis_scrpad' table has been updated with a row for the new order created above.
  13. Access the ‘Change MR#’ form and change the MR# for “Client A”.
  14. Refresh the 'OrderEntry.med_rec_dis_scrpad' reports.
  15. Validate the row in the 'OrderEntry.med_rec_dis_scrpad' table has been updated to the new Client ID.
  16. Access the ‘Delete Last Movement’ form for “Client A” and delete the admission for “Episode 1”.
  17. Access the ‘Client Delete’ form and delete “Client A”.
  18. Refresh the 'OrderEntry.med_rec_dis_scrpad' report.
  19. Validate the row in the 'OrderEntry.med_rec_dis_scrpad' table for "Client A" is no longer displayed.
Scenario 2: OE-NX - Discharge Med Reconciliation - Create an order, Client Merge
Specific Setup:
  • Two pharmacy-type order codes must exist (Order Code A) (Order Code B).
  • Two clients must exist and each must have an active episode. (Client A) (Client B).
  • "Client A's" episode must start prior to "Client B's"
  • “Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Discharge Reconciliation' tab.
  3. Validate the 'Discharge Disposition' field contains "Discharge to Facility".
  4. Uncheck the 'No Prescription Required' checkbox.
  5. Search for and select "Order Code A" in the 'New Order' field.
  6. Populate all required fields and click [Add to Scratchpad].
  7. Set the 'Inhouse Pharmacy' field to "10" and click [Review and Sign].
  8. Validate the 'Final Review' dialog is displayed.
  9. Select "None" in 'Output' and click [Sign].
  10. Validate the 'Discharge Reconciliation' tab is in view-only mode.
  11. Create a report using the 'OrderEntry.med_rec_dis_scrpad' table.
  12. Validate a row is displayed for "Client A" with information for the order created with "Order Code A".
  13. Select "Client B" and access the Order Entry Console.
  14. Click the 'Discharge Reconciliation' tab.
  15. Validate the 'Discharge Disposition' field contains "Discharge to Facility".
  16. Uncheck the 'No Prescription Required' checkbox.
  17. Search for and select "Order Code B" in the 'New Order' field.
  18. Populate all required fields and click [Add to Scratchpad].
  19. Set the 'Inhouse Pharmacy' field to "10" and click [Review and Sign].
  20. Validate the 'Final Review' dialog is displayed.
  21. Select "None" in 'Output' and click [Sign].
  22. Validate the 'Discharge Reconciliation' tab is in view-only mode.
  23. Refresh the report using the 'OrderEntry.med_rec_dis_scrpad' table.
  24. Validate a row is displayed for "Client B" with information for the order created with "Order Code B".
  25. Select "Client A" and access the 'Discharge' form.
  26. Set the 'Discharge Date' field to a value that is before "Client B's" Admission date.
  27. Populate all the required fields and click [Submit].
  28. Access 'Client Merge' form.
  29. Search for and select "Client A" in the 'Source Client' field.
  30. Search for and select "Client B" in the 'Target Client' field.
  31. Select "No" in the 'Merge All Client Data Through Single Filing' field.
  32. Select "Episode #1" in the 'Source Client Episode' field.
  33. Select "Yes" in the 'Create New Episode On Merge' field.
  34. Click [File].
  35. Validate a message is displayed stating "Do you wish to continue with the indicated action?" and click [Yes].
  36. Validate a message is displayed stating "The following new episode has been created for the target client indicated. Episode 2" and click [OK].
  37. Select "Client B" and access the Order Entry Console.
  38. Select the new "Episode #2" from the 'Header Episode' field.
  39. Click the 'Discharge Reconciliation' tab.
  40. Validate the 'Discharge Med Reconciliation' tab is in view-only mode with "Order Code A".
  41. Refresh the 'OrderEntry.med_rec_dis_scrpad' report.
  42. Validate the row that was for "Client A" in the 'OrderEntry.med_rec_dis_scrpad' table has been updated to "Client B".
Topics
• Order Entry Console
AV-94516 Summary | Details
OE NX - Put orders on hold during leave
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR
  • Leaves
  • Orders This Episode
Scenario 1: OE NX - Put Orders On Hold During Leave
Specific Setup:
  • Avatar PM 2024 Update 36, Avatar OE 2024 Update 35, Avatar eMAR 2024 Update 16, Avatar CWS 2024 Update 48 and myAvatar NX Release 2024.07.00 is required in order to utilize full functionality.
  • The "(772) Discontinue or Hold Orders Upon Leave" extended attribute must be set to "Hold" in the Client '(757) Types Of Leave From' dictionary for "Leave"
  • Please log out of the application and log back in after completing the above configuration.
  • 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 any pharmacy-type order code.
  3. Populate the required fields and click [Add to Scratchpad].
  4. Search for and select any lab-type order code.
  5. Populate the required fields selecting a "PRN" frequency and click [Add to Scratchpad].
  6. Search for and select any dietary oral-type order code.
  7. Populate the required fields and click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains three orders.
  9. Access the 'Leaves' form.
  10. Populate the required fields selecting "Leave" from the 'Type of Leave From' field and click [Submit].
  11. Access the Order Entry Console.
  12. Validate the 'Order grid' contains the three orders with each having an action of "Active (On Hold automatically upon leave - Leave)".
  13. Access 'eMAR NX' for "Client A".
  14. Validate there is a banner across the pharmacy-type order hour columns displaying "Leave (Leave) Effective (leave date and leave time)".
  15. Click [Scan Client], populate the required fields, and click [Save].
  16. Perform 'Client Education' and 'Order Acknowledgement'.
  17. Click the ellipsis for the pharmacy-type order and select "Document Additional Dose".
  18. Validate the 'Select Administration Time' dialog is launched.
  19. Select any value in the 'Scheduled Undocumented Doses' section and click [Select].
  20. Validate the order is displayed in the 'Medication List' and click [Administer].
  21. Validate the 'Medication Administration' dialog is displayed.
  22. Populate the required fields.
  23. Click [Address Alerts] and validate there is an alert on the 'Administration Date/Time' tab that displays "This Administration Event is occurring while the order is on hold due to leave (Leave)."
  24. Override any alerts and click [Save Override(s)] and [Close].
  25. Click [Save].
  26. Validate a cell displays administration data for the time selected.
  27. Access 'Task List'.
  28. Search for and select "Client A" in the 'Search Clients' field.
  29. Validate the 'Dietary Oral-type' does not display.
  30. Click 'PRN Tasks'
  31. Validate the 'Lab' order is displayed, select the order, and click [Collect].
  32. Perform 'Order Acknowledgement' and 'Education'.
  33. Validate the 'Specimen Collection' dialog is displayed.
  34. Populate the required fields.
  35. Click [Alerts] and validate a warning displays "This Administration Event is occurring while the order is on hold due to leave (Leave)."
  36. Override any alerts and click [Save Override(s)] and [Close].
  37. Click [Sign].
  38. Access the Order Entry Console.
  39. Select the Dietary Oral-type order in the 'Order grid' and click [Resume], [Add to Scratchpad], and [Sign].
  40. Access 'Task List'.
  41. Click the 'Dietary-Oral Admin' for the next collection time.
  42. Click the checkbox for the order and click [Administer], [Acknowledge], and [Educate].
  43. Validate the 'Dietary-Oral Administration' dialog is displayed
  44. Populate the required fields.
  45. Click [Alerts], override any alerts and click [Save Override(s)] and [Close].
  46. Click [Sign].
Topics
• eMAR NX
Table Changes
Table Column Change
OrderEntry.history_client_order_hold hold_from_leave_code Added
OrderEntry.history_client_order_hold hold_from_leave_val Added
OrderEntry.history_client_order_hold type_of_leave_desc Added