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Avatar PM 2022 Update 33

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Product Requirements / Recommendations

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Product Update Form Description

Enhancements are made to 'Delete Last Movement' to prevent the deletion of an admission movement if there are clinical data filed for the episode. This functionality is enabled via the registry setting 'Prevent Delete Admission Movement on Clients with Clinical Data'.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Delete Last Movement
Enhancements are made to 'Delete Last Movement' to prevent the deletion of an admission movement if there are clinical data filed for the episode. This functionality is enabled via the registry setting 'Prevent Delete Admission Movement on Clients with Clinical Data'.
Value Added: Prevents the deletion of an Admission movement if clinical data exists for the client.
Topics
• Admission • Delete Last Movement • HL7 • myAvatar/myAvatar NX • NX • Order Entry Console • Treatment Plan
 
Acceptance Tests
AV-75793 Summary | Details
Delete Last Movement
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Delete Last Movement
  • Orders This Episode
  • Treatment Plan
  • Admission
  • HL7 Connection Monitor
  • Patient Account Number Maintenance
  • Registry Settings (PM)
Scenario 1: Validate 'Delete Last Movement' can be completed when a client has an active order and 'Prevent Delete Admission Movement on Clients with Clinical Data' set to "N".
Specific Setup:
  • The 'Avatar PM->System Maintenance->Client Maintenance->->->Prevent Delete Admission Movement on Clients with Clinical Data' registry setting must be set to "N".
  • 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 "GOOD NEIGHBOR PHARMACY NAPROXEN SODIUM 220 MG CAPSULE, LIQUID FILLED ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Select "Tablet" in the 'Dose Unit' field.
  5. Select "As Needed" in the 'Freq' field.
  6. Set the 'Duration' field to "10" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "GOOD NEIGHBOR PHARMACY NAPROXEN SODIUM 220 MG ORAL CAPSULE, LIQUID FILLED 1 Tablet, AS NEEDED".
  9. Access the 'Delete Last Movement' form.
  10. Validate a message is displayed stating "Deletion of any movement will remove the client from any bed they may be in. If a client needs to be in a bed, it needs to be entered via Unit/Room/Bed Assignment." and click [OK].
  11. Select "Episode # 1" in the 'Episode Number' field.
  12. Validate a message is displayed stating "There is data submitted within the associated CWS application for this episode number. Do you want to continue?" and click [OK].
  13. Validate the 'Client Information' field contains all information pertaining to "Client A" and their episode.
  14. Click [Submit].
  15. Validate a message is displayed stating "You are about to delete an Admission movement for episode 1. Do you want to continue?" and click [Yes]
  16. Validate the 'Client Name' Header contains "Client A's First Name Last Name (PATID)".
  17. Validate the 'Header Episode' does not contain a value.
Scenario 2: Validate Delete Last Movement does not undo an Admission when a client has information filed in 'Treatment Plan' and 'Prevent Delete Admission Movement on Clients with Clinical Data'="Y"
Specific Setup:
  • The 'Avatar PM->System Maintenance->Client Maintenance->->->Prevent Delete Admission Movement on Clients with Clinical Data' registry setting to "Y".
  • 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).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Select the current date in the 'Plan Date' field.
  3. Set the 'Plan Name' field to any value.
  4. Select any value in the 'Plan Type' field.
  5. Select "Final" in the 'Treatment Plan Status' field and click [Submit].
  6. Validate the 'Document Routing' dialog is displayed and click [Accept].
  7. Set the 'Password' field to the password for the user who is logged into the application and click [Verify].
  8. Access the 'Delete Last Movement' form.
  9. Validate a message is displayed "Deletion of any movement will remove the client from any bed they may be in. If a client needs to be in a bed, it needs to be entered via Unit/Room/Bed Assignment." and click [OK].
  10. Select "Episode # 1" in the 'Episode Number' field.
  11. Validate a message is displayed stating "There is data submitted within the associated CWS application for this episode number. Cannot continue." and click [OK].

;

Scenario 3: Validate Delete Last Movement via HL7 Inbound ADT message does not undo an Admission when a client has 'Treatment Plan' info and 'Prevent Delete Admission Movement on Clients with Clinical Data'="Y"
Specific Setup:
  • An Inbound ADT connection must exist.
  • The 'Avatar PM->System Maintenance->Client Maintenance->->->Prevent Delete Admission Movement on Clients with Clinical Data' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
Steps
  1. Access the 'Admission' form.
  2. Set the 'Last Name' field to any value and press Tab.
  3. Set the 'First Name' field to any value and press Tab.
  4. Select any value in the 'Sex' field.
  5. Set the 'Social Security Number' field to any value and press Tab.
  6. Set the 'Date of Birth' field to any value and press Tab.
  7. Click [Search] and [New Client].
  8. Validate a message is displayed stating "Auto Assign Next ID Number?" and click [Yes].
  9. Validate the 'Client Name' field contains the value entered in the 'Last Name' and 'First Name' fields in the format of Last Name,First Name.
  10. Fill out all required fields, ensuring to select an Inpatient program in the 'Program' field, and that the 'Admitting Practitioner' field contains the staff member associated with the user who is logged into the application.
  11. Select the 'Demographics' section and fill out the 'Address - Street', 'Zipcode', and 'Home Phone' fields.
  12. Select the 'Inpatient/Partial/Day Treatment' section and select a value in the 'Unit', 'Room', 'Bed', and 'Room And Board Billing Code' fields and click [Submit].
  13. Validate that the client created above is selected and access the 'Treatment Plan' form.
  14. Select the current date in the 'Plan Date' field.
  15. Set the 'Plan Name' field to any value.
  16. Select any value in the 'Plan Type' field.
  17. Select "Draft" in the 'Treatment Plan Status' field and click [Submit].
  18. Access the 'Patient Account Number Maintenance' form
  19. Search for and select "Client A" in the 'Client ID' field.
  20. Select "Episode # 1" in the 'Episode' field.
  21. Select "Add" in the 'Action' field.
  22. Set the 'Effective Date' field to the current date.
  23. Validate a message is displayed stating "By default the effective date for the first patient account number filed should not be later than the admission date. This is to ensure that for any services rendered there is an associated patient account number on file." and click [OK].
  24. Set the 'Patient Account Number' field to any unique value. (IA0000022559) and click [Submit].
  25. Validate a message is displayed stating "Patient Account Number Maintenance has completed. Do you wish to return to form?" and click [No].
  26. The 'External Client ID Maintenance' form must contain a unique id for the client created above. This is a Netsmart Staff only form.
  27. An Inbound ADT-11 (Cancel Admission) message comes into the application via Avatar HL7 for the client and episode above.
  28. Access the 'HL7 Connection Monitor' form and select the "ADT-INBOUND" connection.
  29. Click [Show Transaction Log].
  30. Validate there is a message with an 'Event Type' of "A11" for the client created above with a message of "There is data submitted within the associated CWS application for this episode number. Cannot continue."
  31. Close the report and the form.
Scenario 4: Validate Delete Last Movement does not undo an Admission when a client has orders and 'Prevent Delete Admission Movement on Clients with Clinical Data'="Y"
Specific Setup:
  • The 'Avatar PM->System Maintenance->Client Maintenance->->->Prevent Delete Admission Movement on Clients with Clinical Data' registry setting to "Y".
  • Please log out of the application and log back in after completing the above configuration.
Steps
  1. Access the 'Admission' form.
  2. Set the 'Last Name' field to any value and press Tab.
  3. Set the 'First Name' field to any value and press Tab.
  4. Select any value in the 'Sex' field.
  5. Set the 'Social Security Number' field to any value and press Tab.
  6. Set the 'Date of Birth' field to any value and press Tab.
  7. Click [Search] and [New Client].
  8. Validate a message is displayed stating "Auto Assign Next ID Number?" and click [Yes].
  9. Validate the 'Client Name' field contains the value entered in the 'Last Name' and 'First Name' fields in the format of Last Name,First Name.
  10. Fill out all required fields, ensuring to select an Inpatient program in the 'Program' field, and that the 'Admitting Practitioner' field contains the staff member associated with the user who is logged into the application.
  11. Select the 'Demographics' section and fill out the 'Address - Street', 'Zipcode', and 'Home Phone' fields.
  12. Select the 'Inpatient/Partial/Day Treatment' section and select a value in the 'Unit', 'Room', 'Bed', and 'Room And Board Billing Code' fields and click [Submit].
  13. Access the Order Entry Console.
  14. Search for and select "ADVIL COLD & SINUS 200 MG-30 MG TABLET ORAL" in the 'New Order' field.
  15. Set the 'Dose' field to "1".
  16. Validate the 'Dose Unit' field contains "Tablet".
  17. Select "As Needed" in the 'Freq' field.
  18. Set the 'Duration' field to "28" and click [Days].
  19. Validate the 'Days Supply' field contains "28".
  20. Validate the 'Dispense Qty' field contains "28"
  21. Select "Tablet" in the 'Dispense Qty Unit' field.
  22. Click [Add to Scratchpad] and [Final Review].
  23. Validate the 'Interactions' dialog is displayed
  24. Override all interactions and click [Save Override and Exit].
  25. Validate the 'Final Review' dialog is displayed.
  26. Select "None" in the 'Output' field and click [Sign].
  27. Validate the 'Order grid' contains an order for "ADVIL COLD & SINUS 200 MG-30 MG ORAL TABLET1 Tablet, AS NEEDED".
  28. Access the 'Delete Last Movement' form.
  29. Validate a message is displayed stating "Deletion of any movement will remove the client from any bed they may be in. If a client needs to be in a bed, it needs to be entered via Unit/Room/Bed Assignment." and click [OK].
  30. Select "Episode 1" in the 'Episode Number' field.
  31. Validate a message is displayed stating "There is data submitted within the associated CWS application for this episode number. Cannot continue." and click [OK].
  32. Close the form.
Scenario 5: Validate Delete Last Movement via an HL7 Inbound ADT message does not undo an Admission when a client has orders and 'Prevent Delete Admission Movement on Clients with Clinical Data'="Y"
Specific Setup:
  • The 'Avatar PM->System Maintenance->Client Maintenance->->->Prevent Delete Admission Movement on Clients with Clinical Data' registry setting to "Y".
  • 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)
  • The 'External Client ID Maintenance' form must contain a unique value for "Client A". This is a Netsmart Staff only form.
Steps
  1. Access the 'Patient Account Number Maintenance' form
  2. Search for and select "Client A" in the 'Client ID' field.
  3. Select "Episode # 1" in the 'Episode' field.
  4. Select "Add" in the 'Action' field.
  5. Set the 'Effective Date' field to the current date.
  6. Validate a message is displayed stating "By default the effective date for the first patient account number filed should not be later than the admission date. This is to ensure that for any services rendered there is an associated patient account number on file." and click [OK].
  7. Set the 'Patient Account Number' field to any unique value. (IA0000022559) and click [Submit].
  8. Validate a message is displayed stating "Patient Account Number Maintenance has completed. Do you wish to return to form?" and click [No].
  9. Select "Client A" and access the Order Entry Console.
  10. Search for and select "ADVIL COLD & SINUS 200 MG-30 MG TABLET ORAL" in the 'New Order' field.
  11. Set the 'Dose' field to "1".
  12. Validate the 'Dose Unit' field contains "Tablet".
  13. Select "As Needed" in the 'Freq' field.
  14. Set the 'Duration' field to "28" and click [Days].
  15. Validate the 'Days Supply' field contains "28".
  16. Validate the 'Dispense Qty' field contains "28"
  17. Select "Tablet" in the 'Dispense Qty Unit' field.
  18. Click [Add to Scratchpad] and [Final Review].
  19. Validate the 'Interactions' dialog is displayed
  20. Override all interactions and click [Save Override and Exit].
  21. Validate the 'Final Review' dialog is displayed.
  22. Select "None" in the 'Output' field and click [Sign].
  23. Validate the 'Order grid' contains an order for "ADVIL COLD & SINUS 200 MG-30 MG ORAL TABLET1 Tablet, AS NEEDED".
  24. An Inbound ADT "A11" (Cancel Admission) message comes into the application via Avatar HL7.
  25. Access the 'HL7 Connection Monitor' form.
  26. Select the Inbound ADT connection in the 'Select Row' field.
  27. Set the 'Search Pattern 1" field to "Client A's Last Name".
  28. Click [Show Transaction Log].
  29. Validate the 'HL7 Inbound Transaction Report' is displayed.
  30. Validate there is a row for an 'Event Type' of "A11" with a 'Message Received' of "There is data submitted within the associated CWS application for this episode number. Cannot continue."
  31. Close the report and the form.
Scenario 6: Validate 'Delete Last Movement' can be completed when a client has an active Treatment Plan and 'Prevent Delete Admission Movement on Clients with Clinical Data' set to "N".
Specific Setup:
  • The 'Avatar PM->System Maintenance->Client Maintenance->->->Prevent Delete Admission Movement on Clients with Clinical Data' registry setting must be set to "N".
  • 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)
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Set the 'Plan Date' field to the current date.
  3. Set the 'Plan Name' field to any value.
  4. Select any value in the 'Plan Type' field.
  5. Select "Final" in the 'Treatment Plan Status' field and click [Submit].
  6. Validate the 'Document Routing' dialog is displayed and click [Accept].
  7. Set the 'Password' field to the password of the user that is logged into the application and click [Verify].
  8. Validate that "Client A" is selected and access the 'Delete Last Movement' form.
  9. Validate a message is displayed stating "Deletion of any movement will remove the client from any bed they may be in. If a client needs to be in a bed, it needs to be entered via Unit/Room/Bed Assignment." and click [OK].
  10. Select "Episode # 1" in the 'Episode Number' field.
  11. Validate a message is displayed stating "There is data submitted within the associated CWS application for this episode number.Do you want to continue?" and click [OK].
  12. Validate the 'Client Information' field contains information pertaining to "Client A" and "Episode #1".
  13. Click [Submit].
  14. Validate a message is displayed stating "You are about to delete an Admission movement for episode 1. Do you want to continue?" and click [Yes]
  15. Validate the 'Client Name' Header contains "Client A's First Name Last Name (PATID)".
  16. Validate the 'Header Episode' does not contain a value.
Topics
• Admission • Delete Last Movement • HL7 • myAvatar/myAvatar NX • NX • Order Entry Console • Treatment Plan

 

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