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RADplus Client Update 2021.01.00.build-2513 Acceptance Tests

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Require A Frequency Code on non-pharmacy orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: Create a Lab order in the Order Entry Console (Order This Episode section).
Specific Setup:
  • The ‘Require A Frequency Code on Orders' extended attribute must be set to “No” or contain no value in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Lab".
  • Please log out and log back in after completing the above configuration.
  • A Lab order code must be defined that has multiple Lab Vendors (1 must be an "eVendor") defined with a 'Specimen Type' of "Blood", 'Collection Volume' of "10" and 'Collection Volume Units of Measure' of ml for each vendor. This is defined in the 'Order Code Setup' form. (Lab order code A)
  • A client must have an active episode with information filed in the 'Allergies and Hypersensitivities' and 'Diagnosis' forms. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Lab Order Code A" in the 'New Order' field.
  3. Validate the 'Frequency' field is not required.
  4. Validate "Blood" is displayed in the 'Specimen Type' field and that the field is disabled.
  5. Fill out the remaining required fields.
  6. Click [Add to Scratchpad] and [Sign].
  7. Validate the 'Order grid' contains the new lab order.
Scenario 2: Creating a Dietary order
Specific Setup:
  • The ‘Require A Frequency Code on Orders' extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Dietary".
  • A Dietary-type order code must exist. (Order Code A)
  • Please log out of the application and log back in after configuring the above.
  • A client must have an active episode (Client A).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A".
  3. Validate the 'Frequency' field is not required.
  4. Fill out all required fields.
  5. Click [Add to Scratchpad] and [Sign].
  6. Validate that a new order for "Order Code A" is displayed in the 'Order grid'.
Scenario 3: Creating an Imaging order
Specific Setup:
  • The ‘Require A Frequency Code on Orders' extended attribute must be set to “No” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for "Imaging".
  • The '(541) Require Reason Code' extended attribute off of '(500) Order Types' must be set to "Yes" for 'Imaging'.
  • The '(548) Enable Multiple Reasons at Order Entry' extended attribute off of '(500) Order Types' must be set to "Yes" for 'Imaging'.
  • An imaging-type order code must exist. (Order Code A)
  • Please log out of the application and log back in after configuring the above.
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search and select "Order Code A".
  3. Validate the 'Frequency' field is not required.
  4. Validate the 'Reason' field is required and [Reason-View] contains a red flag.
  5. Click [Reason-View] and select any values and click [Save].
  6. Validate [Reason-View] contains a green check mark.
  7. Fill out all required fields.
  8. Click [Add to Scratchpad] and [Sign].

Validate the 'Order grid' contains the new order for "Order Code A".

Scenario 4: Require 'Frequency' for non-pharmacy order types on Order Entry Console (Orders This Episode)
Specific Setup:
  • The ‘Require A Frequency Code on Orders' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Imaging”, "X-ray", "Dietary", "Lab" and an order type with an 'Order Type Category' of "Not Applicable".
  • Order Codes with order type categories of "Imaging" (Cat Scan), "X-ray" (Chest X-ray), "Dietary" (Full Liquid Diet), "Lab" (CBC), and "Not Applicable" (Family Therapy) must exist.
  • Please log out of the application and log back in after configuring the above.
  • 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 an Imaging-type order code
  3. Validate the 'Frequency' field is required
  4. Set the 'Duration' to "2" and click [Days].
  5. Click [Add to Scratchpad].
  6. Validate the Imaging order is displayed in the 'Scratchpad' with a red flag in the 'Action' column.
  7. Select the order in the 'Scratchpad'
  8. Select any value in the 'Frequency' field and click [Update Order].
  9. Validate the Imaging order is displayed in the 'Scratchpad' with no red flag in the 'Action' column.
  10. Search for and select a Lab-type order code.
  11. Validate the 'Frequency' field is required
  12. Set the 'Duration' to "2" and click [Days].
  13. Click [Add to Scratchpad].
  14. Validate the Lab order is displayed in the 'Scratchpad' with a red flag in the 'Action' column.
  15. Select the order in the 'Scratchpad'
  16. Select any value in the 'Frequency' field and click [Update Order].
  17. Validate the Lab order is displayed in the 'Scratchpad' with no red flag in the 'Action' column.
  18. Search for and select an X-ray type order code.
  19. Validate the 'Frequency' field is required
  20. Set the 'Duration' to "2" and click [Days].
  21. Click [Add to Scratchpad].
  22. Validate the X-ray order is displayed in the 'Scratchpad' with a red flag in the 'Action' column.
  23. Select the order in the 'Scratchpad'
  24. Select any value in the 'Frequency' field and click [Update Order].
  25. Validate the X-ray order is displayed in 'Scratchpad' with no red flag in the 'Action' column.
  26. Search for and select a Dietary-type order code
  27. Validate the 'Frequency' field is required
  28. Set the 'Duration' to "2" and click [Days].
  29. Click [Add to Scratchpad].
  30. Validate the Dietary order is displayed in the 'Scratchpad' with a red flag in the 'Action' column.
  31. Select the order in the 'Scratchpad'
  32. Select any value in the 'Frequency' field and click [Update Order].
  33. Validate the Dietary order is displayed in the 'Scratchpad' with no red flag in the 'Action' column.
  34. Search for and select an order code with an 'Order Type Category' of "Not Applicable".
  35. Validate the 'Frequency' field is required
  36. Set the 'Duration' to "2" and click [Days].
  37. Click [Add to Scratchpad].
  38. Validate the Not Applicable order is displayed in the 'Scratchpad' with a red flag in the 'Action' column.
  39. Select the order in the 'Scratchpad'
  40. Select any value in the 'Frequency' field and click [Update Order].
  41. Validate the Not Applicable order is displayed in the 'Scratchpad' with no red flag in the 'Action' column.
  42. Click [Sign] and validate that all orders are displayed in the 'Order grid'.
Topics
• Order Entry Console
Chart View - Allergy information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.Client Information widget
Scenario 1: Validate - Allergy and flyover information in the "Client Header" and applicable widgets
Specific Setup:
  • Have a client with many known allergies and reactions on file in form "Allergies and Hypersensitivities", for example six or more [ClientA]
  • Have a client with no known allergies or reactions on file. (Use code 'NKDA' filed in the "Allergies and Hypersensitivities" form). [ClientB]
  • Have the "Client Information" widget is present on a user Home View.
Steps
  1. Open form "Registry Settings" and search for registry setting "Allergy Pop-up Banner in Client Header"
  2. Validate the registry setting value is set to the default value of "1"
  3. Click on [ClientA] in the "myClients" widget
  4. Use cursor to flyover the "Allergy" label in the "Client Information" widget.
  5. Verify all the client allergy names and their status are displayed as expected and with no truncation
  6. Open "Chart View" for the same client
  7. Use the cursor to flyover the "Allergy" label in the client header section
  8. Verify all the client's allergy names and their status are displayed as expected and with no truncation
  9. Open form "Registry Settings" and set registry setting "Allergy Pop-up Banner in Client Header" to "2" and submit the form
  10. Repeat steps 3 thru 7
  11. Verify all the client's allergy names and their reactions are displayed as expected and with no truncation in the widget and in chart view
  12. Open form "Registry Settings" and set registry setting "Allergy Pop-up Banner in Client Header" to "1&2" and submit the form
  13. Repeat steps 3 thru 7
  14. Verify all the client's allergy names, status and their reactions are displayed as expected and with no truncation in the widget and in chart view
  15. Open form "Registry Settings" and set registry setting "Allergy Pop-up Banner in Client Header" to "0" and submit the form
  16. Repeat steps 3 thru 7
  17. Verify just the allergy names are displayed as expected in the widget and in chart view
  18. Click on [ClientB] in the "myClients" widget.
  19. Use the cursor to flyover the "Allergy" label in the "Client Information" widget.
  20. Verify "Allergies (0)" and "NKDA - No Known Medication Allergies" is displayed, as expected
  21. Open "Chart View" for the same client
  22. Use the cursor to flyover the "Allergy" label in the client header section
  23. Verify "Allergies (0)" and "NKDA - No Known Medication Allergies" is displayed, as expected
Topics
• Client Data Bar
Avatar Appointment Scheduling - support for the 'Telehealth Clinical Module'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Add New Appointment
  • HomeView.Coming In Today Widget
  • HomeView.My Calendar
Scenario 1: Scheduling Calendar - Launch Telehealth
Specific Setup:
  • The 'Telehealth Clinical Module Configuration' form is configured.
  • User has an associated staff member and must have "Yes" selected in the 'Allow Launching To External Telehealth Session From Calendar' field in 'User Definition'.
  • The "My Calendar" and "Coming in Today" widgets are on the HomeView.
  • A client must be defined (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the Appointment Grid.
  3. Click [Add Appointment].
  4. Select any service code in the 'Service Code' field.
  5. Select "Client A" in the 'Client' field.
  6. Select desired episode in the 'Episode Number' field.
  7. Validate the [Launch Telehealth] button is not displayed. This button will not be available when adding a new appointment.
  8. Click [Submit].
  9. Validate the new appointment is displayed.
  10. Right click on the appointment.
  11. Click [Details/Edit].
  12. Validate the [Launch Telehealth] button is displayed. This button becomes available when editing an existing appointment.
  13. Click [Launch Telehealth].
  14. Validate the Telehealth Interface is opened and the client details are displayed.
  15. Close the Telehealth Interface.
  16. Make any desired changes and click [Submit].
  17. Right click on the appointment.
  18. Click [Launch Telehealth].
  19. Validate the Telehealth Interface is opened and the client details are displayed.
  20. Close the Telehealth Interface.
  21. Click [Dismiss].
  22. Navigate to the 'Coming In Today' widget.
  23. Click [Staff Calendars].
  24. Enter the staff member associated to the user.
  25. Validate the new appointment is displayed.
  26. Right click on the appointment.
  27. Click [Launch Telehealth].
  28. Validate the Telehealth Interface is opened and the client details are displayed.
  29. Close the Telehealth Interface.
  30. Navigate to the 'My Calendar' widget.
  31. Validate the new appointment is displayed.
  32. Right click on the appointment.
  33. Click [Launch Telehealth].
  34. Validate the Telehealth Interface is opened and the client details are displayed.
  35. Close the Telehealth Interface.
Topics
• Add New Appointment • Scheduling Calendar • Telehealth
Spreadsheet Batch Remittance Posting - Workscreen
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Posting/Adjustment Codes Definition
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Creating/Editing a remittance batch - When the guarantor is not excluded for the posting code
Specific Setup:
  • Admission:
  • An existing client is identified. Note the client ID and client name.
  • Financial Eligibility:
  • An existing guarantor is assigned to the client. Note the guarantor code and value.
  • Client Charge Input:
  • 5-6 services are rendered to the client.
  • Close Charges:
  • The services rendered to the client are closed.
  • Client Ledger:
  • The services are distributed correctly to the 'Financial Eligibility' guarantor.
  • Create Interim Billing Batch:
  • An interim billing batch is created to include client/guarantor and services. Note the interim billing batch number generated and name.
Steps
  1. Open the 'Posting/Adjustment Codes Definition' form.
  2. Select "Add" in the 'Add Or Edit Posting Code' field.
  3. Enter any numeric value (ex. 8) in the 'Posting Code' field.
  4. Enter desired description in the 'Code Definition' field. Note the posting code and description.
  5. Select "No" in the 'Restrict Posting With this Code to Single Item Posting' field.
  6. Select "Adjustment" in the 'Adjustment, Payment, Or Transfer' field.
  7. Select "Yes" in the 'Are There Guarantors This Code Should Not Be Used With' field.
  8. Select 1-2 guarantors from the list in the 'Exclude Guarantors' field but do not select the guarantor assigned to the client in the setup section.
  9. Enter desired error message in the 'Error Message For Excluded Guarantor(s)' field.
  10. Select "Credit" in the 'Credit Or Debit' field.
  11. Select any value in the 'Security Level' field.
  12. Select "No" in the 'Is This A Reversal Code' field.
  13. Select "Yes" in the 'Allow Batch Cash Posting' field.
  14. Select "No" in the 'Is This A Contractual Adjustment Code' field.
  15. Click [File Posting/Adjustment Code].
  16. Click [Close Form].
  17. Open the 'Spreadsheet Batch Remittance Posting' form.
  18. Select "Create Batch" in the "Create, Edit Or Delete Remittance Batch" field.
  19. Enter a description in the “Batch Description” field. Note the batch description.
  20. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  21. Enter a date in the “Posting Date” field.
  22. Enter a date in the “Date Of Receipt” field.
  23. Select all other fields as required.
  24. Click the "Launch Work Screen" button.
  25. Validate the Client, Ep#, Payor, Begin Date/Svc Date, End Date, Total Charges, Liability fields populated correctly based on the client, guarantor and services included in the interim billing batch.
  26. Validate the 'Adjustment Code' dropdown field contains the adjustment code created in the 'Posting /Adjustment Code Definition' form.
  27. Select the adjustment code created in the 'Posting /Adjustment Code Definition' form.
  28. Enter desired adjustment amount in the 'Adjustment Amount' field.
  29. Click [Accept].
  30. Select "Edit" in the 'Add Or Edit Posting Code' field.
  31. Select the description of the batch recently created form the 'Remittance Batch Number' field.
  32. Validate the 'Batch Description', 'Interim Billing Batch Number', Posting Date' and 'Date Of Receipt' fields are populated correctly.
  33. Validate the Client, Ep#, Payor, Begin Date/Svc Date, End Date, Total Charges, Liability fields populated correctly based on the client, guarantor and services included in the interim billing batch.
  34. Validate the 'Adjustment Code' dropdown field contains the adjustment code created in the 'Posting /Adjustment Code Definition' form.
  35. Click [Accept].
  36. Click [Submit].
  37. Validate the 'Remittance Batch [Batch# created] Posted' message.
  38. Click [OK].
  39. Select "No" to form return message.
Scenario 2: Spreadsheet Batch Remittance Posting - Creating/Editing a remittance batch - When the guarantor is excluded for the posting code
Specific Setup:
  • Admission:
  • An existing client is identified. Note the client ID and client name.
  • Financial Eligibility:
  • An existing guarantor is assigned to the client. Note the guarantor code and value.
  • Client Charge Input:
  • 5-6 services are rendered to the client.
  • Close Charges:
  • The services rendered to the client are closed.
  • Client Ledger:
  • The services are distributed correctly to the 'Financial Eligibility' guarantor.
  • Create Interim Billing Batch:
  • An interim billing batch is created to include client/guarantor and services. Note the interim billing batch number generated and name.
Steps
  1. Open the 'Posting/Adjustment Codes Definition' form.
  2. Select "Add" in the 'Add Or Edit Posting Code' field.
  3. Enter any numeric value (ex. 8) in the 'Posting Code' field.
  4. Enter desired description in the 'Code Definition' field. Note the posting code and description.
  5. Select "No" in the 'Restrict Posting With this Code to Single Item Posting' field.
  6. Select "Adjustment" in the 'Adjustment, Payment, Or Transfer' field.
  7. Select "Yes" in the 'Are There Guarantors This Code Should Not Be Used With' field.
  8. Select the guarantor assigned to the client to exclude.
  9. Enter desired error message in the 'Error Message For Excluded Guarantor(s)' field.
  10. Select "Credit" in the 'Credit Or Debit' field.
  11. Select any value in the 'Security Level' field.
  12. Select "No" in the 'Is This A Reversal Code' field.
  13. Select "Yes" in the 'Allow Batch Cash Posting' field.
  14. Select "No" in the 'Is This A Contractual Adjustment Code' field.
  15. Click [File Posting/Adjustment Code].
  16. Click [Close Form].
  17. Open the 'Spreadsheet Batch Remittance Posting' form.
  18. Select "Create Batch" in the "Create, Edit Or Delete Remittance Batch" field.
  19. Enter a description in the “Batch Description” field. Note the batch description for further testing.
  20. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  21. Enter a date in the “Posting Date” field.
  22. Enter a date in the “Date Of Receipt” field.
  23. Select all other fields as required.
  24. Click the "Launch Work Screen" button.
  25. Validate the Client, Ep#, Payor, Begin Date/Svc Date, End Date, Total Charges, Liability fields populated correctly based on the client, guarantor and services included in the interim billing batch.
  26. Validate the 'Adjustment Code' dropdown field does not contain the adjustment code created in the 'Posting /Adjustment Code Definition' form.
  27. Select any available adjustment code.
  28. Enter desired adjustment amount in the 'Adjustment Amount' field.
  29. Click [Accept].
  30. Select "Edit" in the 'Add Or Edit Posting Code' field.
  31. Select the description of the batch recently created form the 'Remittance Batch Number' field.
  32. Validate the 'Batch Description', 'Interim Billing Batch Number', Posting date' and 'Date Of Receipt' fields are populated correctly.
  33. Validate the Client, Ep#, Payor, Begin Date/Svc Date, End Date, Total Charges, Liability fields populated correctly based on the client, guarantor and services included in the interim billing batch.
  34. Validate the 'Adjustment Code' dropdown field does not contain the adjustment code created in the 'Posting /Adjustment Code Definition' form.
  35. Click [Cancel].
  36. Select "Yes" to 'Confirm Cancel' message.
  37. Click [Close Form].
  38. Click [Yes].
Topics
• Spreadsheet Remittance Posting
CCD Stylesheet
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Create and Export Clinical Information
  • Disclosure Dialog
  • Save
Scenario 1: Create and Export Clinical Information - CCD Stylesheet
Specific Setup:
  • Have an existing CCD already generated for a client [CCD1]
Steps
  1. Access the 'Create and Export Clinical Information' form.
  2. Generate a new CCD.
  3. Access the 'Clinical Document Viewer' form.
  4. Select "Individual" in the 'Select All or Individual Client' field.
  5. Enter the client used to generate a CCD in the previous steps in the 'Select Client' field.
  6. Click [Process].
  7. View the CCD generated in the previous steps.
  8. Validate the new CCD stylesheet is used- the 'Care Team' section displays the "Name", "Role", "Address" and "Organization" columns
  9. Validate when applicable, that the data displayed in each column is as expected
  10. Repeat steps 3 thru 9 for the previously created CCD [CCD1]
  11. Validate results are as expected
Topics
• CCD's • Clinical Document Viewer
Rule Based Routing Widget - Size limit on locations increased
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Rule Based Routing widget
Scenario 1: 'Rule Based Routing' widget - validating widget
Specific Setup:
  • The system is set up for Rule based routing with a queue that has the 'Medical Coding' form selected.
  • There are more than 100 documents assigned to the user in an existing queue from10/10/2000 until the current date. Please note the queue selected.
  • There are more than 100 service locations on file.
  • "Rule Based Routing Widget" placed on Home View.
Steps
  1. Locate the 'Rule Based Routing' widget.
  2. Select the queue identified in the setup section.
  3. Verify the first 100 documents are populated If there are more than 100 documents assigned to user in a given queue.
  4. Set the 'Start Date' input box to desired date.
  5. Set the 'End Date' input box to desired date.
  6. Select desired date from the 'Queue' dropdown list.
  7. Verify all documents, that were entered from the start date through end date, display.
  8. Select a document and click "Launch Worklist Item".
  9. Validate "Location" dropdown list contains 100+ locations.
  10. Select a location.
  11. Select a diagnosis from the "Diagnoses" grid for this service by adding it to a row in the "Service" grid.
  12. Click "Submit" to file changes.
Topics
• Widgets
Require 'Diagnosis' for controlled substance medication orders in the Order Entry Console (Home Medications and Discharge Med Reconciliation sections).
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: Validate 'Diagnosis' is required for controlled medication orders and not for non-controlled medication orders in Home Medications
Specific Setup:
  • Avatar OE 2021 Update 21, OrderConnect 18.2 and myAvatar Client Update 2021.01.00.build-2500 must be installed to utilize full functionality.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Req. Dx for Controlled Substance Rx in the OE Console (Home Meds/Disch Med Rec)' registry setting must be set to "II&III&IV&V".
  • Please log out and log back in after the above configuration has been completed.
  • 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, in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form and Diagnoses of "Achilles rupture, left", "Angina decubitus", and "Heart burn" 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 'Client Reported' checkbox.
  4. Set the 'New Order' field to "Ritalin 5 MG Tablet Oral (Schedule II)".
  5. Set the 'Dose' field to "1".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "As Needed" in the 'Frequency' field.
  8. Validate the 'Diagnosis' field is required and does not contain a value.
  9. Click in the 'Diagnosis' field and validate that the following values are displayed: "Angina decubitus", "Achilles rupture, left" and "Heart burn".
  10. Set the 'Days Supply' field to "10".
  11. Validate the 'Dispense Qty' field contains "10".
  12. Validate the 'Dispense Qty Unit' field contains "Tablet".
  13. Validate the 'Start Date' field contains the current date.
  14. Validate the 'Stop Date' field contains a date that is ten days in the future of the 'Start Date'.
  15. Click [Add to Scratchpad]
  16. Validate that the 'Scratchpad' contains the order for "Ritalin" with a red flag in the 'Action' column.
  17. Select the order in the 'Scratchpad'.
  18. Set the 'Diagnosis' search field to "ADD" and select "ADD (attention deficit disorder)"
  19. Click [Update Order] and [Final Review]
  20. Validate the 'Final Review' dialog is displayed and click [Sign].
  21. Validate the 'Order grid' contains the order for "Ritalin 5 MG ORAL Tablet (Schedule II)"
  22. Select the order for "Ritalin" and click [Reorder].
  23. Validate the 'Dose' field contains "1".
  24. Validate the 'Dose Unit' field contains "Tablet".
  25. Validate the 'Frequency' field contains "As Needed".
  26. Validate the 'Diagnosis' field is required.
  27. Validate the 'Diagnosis' field contains "ADD (attention deficit disorder).
  28. Click in the 'Diagnosis' field and validate the following values are displayed: "Achilles rupture, left", "Angina decubitus", "ADD (attention deficit disorder)", and "Heart burn".
  29. Validate the 'Days Supply' field contains "10".
  30. Validate the 'Dispense Qty' field contains "10".
  31. Validate the 'Dispense Qty Unit' field contains "Tablet".
  32. Set the 'Start Date' field to the day after the original orders 'Stop Date'.
  33. Validate the 'Stop Date' field contains a date that is ten days in the future of the 'Start Date'.
  34. Validate the 'Earliest Fill Date' field contains a date that is five days prior to the original orders 'Stop Date'.
  35. Click [Add to Scratchpad] and [Final Review].
  36. Validate the 'Final Review' dialog is displayed and click [Sign].
  37. Validate the 'Order grid' contains a new order for "Ritalin 5 MG ORAL Tablet (Schedule II).
  38. Set the 'New Order' field to "Suboxone 12 MG-3 MG Film Sublingual (Schedule III)"
  39. Set the 'Dose' field to "1".
  40. Validate the 'Dose Unit' field contains "Film".
  41. Select "As Needed" in the 'Frequency' field.
  42. Validate the 'Diagnosis' field is required and does not contain a value.
  43. Click in the 'Diagnosis' field and validate that the following values are displayed: "Angina decubitus", "Achilles rupture, left", "ADD (attention deficit disorder)", and "Heart burn".
  44. Set the 'Diagnosis' search field to "Substance abuse" and select "Substance abuse".
  45. Set the 'Days Supply' field to "10".
  46. Validate the 'Dispense Qty' field contains "10".
  47. Validate the 'Dispense Qty Unit' field contains "Film".
  48. Validate the 'Start Date' contains the current date.
  49. Validate the 'Stop Date' contains a date that is ten days in the future of the 'Start Date'.
  50. Click [Add to Scratchpad] and [Final Review].
  51. Validate the 'Final Review' dialog is displayed and click [Sign].
  52. Validate the 'Order grid' contains an order for "Suboxone 12 MG-3MG SUBLINGUAL Film (Schedule III).
  53. Set the 'New Order' field to "traMADol HCl 100 MG Tablet Oral (Schedule IV)".
  54. Set the 'Dose' field to "1".
  55. Validate the 'Dose Unit' field contains "Tablet".
  56. Select "As Needed" in the 'Frequency' field.
  57. Validate the 'Diagnosis' field is required and does not contain a value.
  58. Select "Achilles rupture, left" in the 'Diagnosis' field.
  59. Set the 'Days Supply' field to "14".
  60. Validate the 'Dispense Qty' field contains "14".
  61. Validate the 'Dispense Qty Unit' field contains "Tablet"
  62. Validate the 'Start Date' field contains the current date.
  63. Validate the 'Stop Date' field contains a date that is fourteen days in the future of the 'Start Date'.
  64. Click [Add to Scratchpad] and [Final Review].
  65. Validate the 'Interactions' dialog is displayed.
  66. Override all interactions and click [Save Override and Exit].
  67. Validate the 'Final Review' dialog is displayed and click [Sign].
  68. Validate the 'Order grid' contains an order for "traMADol HCl 100 MG ORAL Tablet (Schedule IV)".
  69. Select the order and click [Modify].
  70. Set the 'Dose' field contains "2".
  71. Validate the 'Dose Unit' field contains "Tablet".
  72. Validate the 'Frequency' field contains "As Needed".
  73. Validate the 'Diagnosis' field is required and contains "Achilles rupture, left".
  74. Validate the 'Days Supply' field contains "14"
  75. Validate the 'Dispense Qty' field contains "28".
  76. Validate the 'Dispense Qty Unit' field contains "Tablet".
  77. Validate the 'Start Date' field contains the current date.
  78. Validate the 'Stop Date' field contains a date that is fourteen days in the future of the 'Start Date'.
  79. Click [Add to Scratchpad] and [Final Review].
  80. Validate the 'Interactions' dialog is displayed.
  81. Override all interactions and click [Save Override and Exit].
  82. Validate the 'Final Review' dialog is displayed and click [Sign].
  83. Validate the 'Order grid' contains a new order for "traMADol HCl 100 MG ORAL Tablet (Schedule IV)".
  84. Set the 'New Order' field to "Lomotil 0.025 MG-2.5 MG Tablet Oral (Schedule V)".
  85. Set the 'Dose' field to "1".
  86. Validate the 'Dose Unit' field contains "Tablet".
  87. Select "As Needed" in the 'Frequency' field.
  88. Validate the 'Diagnosis' field is required and contains no value.
  89. Click in the 'Diagnosis' field and validate that the following values are displayed: "Achilles rupture, left", "Angina decubitus", "ADD (attention deficit disorder)", "Heart burn" and, "Substance abuse".
  90. Select "Heart burn" in the 'Diagnosis' field.
  91. Set the 'Days Supply' field to "30".
  92. Validate the 'Dispense Qty' field contains "30
  93. Validate the 'Dispense Qty Unit' field contains "Tablet".
  94. Validate the 'Start Date' field contains the current date.
  95. Validate the 'Stop Date' field contains a date that is thirty days in the future of the 'Start Date'.
  96. Click [Add to Scratchpad] and [Final Review].
  97. Validate the 'Interactions' dialog is displayed.
  98. Override all interactions and click [Save Override and Exit].
  99. Validate that the 'Final Review' dialog is displayed and click [Sign].
  100. Validate the 'Order grid' contains the order for "Lomotil".
  101. Set the 'New Order' field to "Eliquis 5 MG Tablet Oral".
  102. Set the 'Dose' field to "1".
  103. Validate the 'Dose Unit' field contains "Tablet".
  104. Select "Every Day" in the 'Frequency' field.
  105. Validate the 'Diagnosis' field is not required and contains "No Entry".
  106. Click in the 'Diagnosis' field and validate that the following values are displayed: "Achilles rupture, left", "Angina decubitus", "ADD (attention deficit disorder)", "Heart burn", "Substance abuse", "Side Effects", "Transitory Illness" and "No Entry".
  107. Set the 'Duration' field to "28"and click [Days].
  108. Validate the 'Days Supply' field contains "30".
  109. Validate the 'Dispense Qty' field contains "30".
  110. Validate the 'Dispense Qty Unit' field contains "Tablet".
  111. Validate the 'Start Date' contains the current date.
  112. Validate the 'Stop Date' contains a date that is thirty days in the future of the 'Start Date'.
  113. Click [Add to Scratchpad] and [Final Review].
  114. Validate the 'Final Review' dialog is displayed and click [Sign].
  115. Validate the 'Order grid' contains a new order for "Eliquis".
Scenario 2: Validate 'Diagnosis' is required for controlled medication orders and not for non-controlled medication orders in Discharge Med Reconciliation
Specific Setup:
  • Avatar OE 2021 Update 21, OrderConnect 18.2 and myAvatar Client Update 2021.01.00.build-2500 must be installed to utilize full functionality.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3"
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Req. Dx for Controlled Substance Rx in the OE Console (Home Meds/Disch Med Rec)' registry setting must be set to "II&&III&IV&V".
  • Please log out and log back in after the above configuration has been completed.
  • 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, in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form and the following Diagnoses filed in the 'Diagnosis' form: "Achilles rupture, left", "Angina decubitus", and "ADD (attention deficit disorder)".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order for "LISINOPRIL 40 MG TABLET ORAL".
  3. Validate the 'Order grid contains an order for "LISINOPRIL 40 MG TABLET ORAL".
  4. Create an order for "TYLENOL WITH CODEINE NO. 3 300 MG-30 MG TABLET ORAL (Schedule III)".
  5. Validate the 'Order grid' contains an order for "TYLENOL WITH CODEINE NO. 3 300 MG-30 MG ORAL TABLET (Schedule III)".
  6. Click the 'Home Medications' tab.
  7. Uncheck the 'Client Reported' check box.
  8. Search for and select "Lyrica 200 MG Capsule Oral (Schedule V)" in the 'New Order' field.
  9. Set the 'Dose' field to "1".
  10. Validate the 'Dose Unit' field contains "Capsule".
  11. Select "3 Times A Day" in the 'Frequency' field.
  12. Validate the 'Diagnosis' field is required and does not contain a value.
  13. Click in the 'Diagnosis' field and validate that it contains the following values: "Achilles rupture, left", "Angina decubitus", and "ADD (attention deficit disorder)".
  14. Select "Achilles rupture, left" in the 'Diagnosis' field.
  15. Set the 'Days Supply' field to "15".
  16. Validate the 'Dispense Qty' field contains "45".
  17. Validate the 'Dispense Qty Unit' field contains "Capsule".
  18. Click [Add to Scratchpad] and [Final Review].
  19. Validate the 'Final Review' dialog is displayed and click [Sign].
  20. Validate the 'Order grid' contains the order for "Lyrica 200 MG ORAL Capsule (Schedule V)".
  21. Search for and select "traMADol HCl 100 MG Tablet Oral (Schedule IV)" in the 'New Order' field.
  22. Set the 'Dose' field to "1".
  23. Validate the 'Dose Unit' field contains "Tablet".
  24. Select "As Needed" in the 'Frequency' field.
  25. Validate the 'Diagnosis' field is required and does not contain a value.
  26. Click in the 'Diagnosis' field and validate that it contains the following values: "Achilles rupture, left", "Angina decubitus", and "ADD (attention deficit disorder)".
  27. Select "Achilles rupture, left" in the 'Diagnosis' field.
  28. Set the 'Days Supply' field to "14".
  29. Validate the 'Dispense Qty' field contains "14".
  30. Validate the 'Dispense Qty Unit' field contains "Tablet".
  31. Click [Add to Scratchpad] and [Final Review].
  32. Validate the 'Interactions' dialog is displayed.
  33. Override all interactions and click [Save Override and Exit].
  34. Validate the 'Final Review' dialog is displayed and click [Sign].
  35. Validate the 'Order grid' contains the order for "traMADol HCl 100 MG ORAL Tablet (Schedule IV)".
  36. Click the 'Discharge Med Reconciliation' tab.
  37. Validate that 'Inpatient Medications' contains an order for "LISINOPRIL 40 MG ORAL TABLET" and "TYLENOL WITH CODEINE NO. 3 300 MG-30 MG ORAL TABLET (Schedule III)".
  38. Validate that 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Lyrica 200 MG ORAL Capsule (Schedule V)" and "traMADol HCl 100 MG ORAL Tablet (Schedule IV)".
  39. Select the order for "LISINOPRIL 40 MG ORAL TABLET", hit Shift and select the order for "TYLENOL WITH CODEINE NO. 3 300 MG-30 MG ORAL TABLET (Schedule III)" in 'Inpatient Medications' and click [Add to Scratchpad As Rx].
  40. Validate the orders for "Lisinopril" and "Tylenol with Codeine" are displayed in the 'Home Medications Scratchpad (Post-Discharge)' with a red flag in the 'Action' column for both orders,
  41. Select the order for "Lisinopril".
  42. Validate the 'Diagnosis' field is not required and contains a value of "No Entry".
  43. Click in the 'Diagnosis' field and validate that the following values are displayed "Achilles rupture, left", "Angina decubitus", "ADD (attention deficit disorder)", "Side Effects", "Transitory Illness", and "No Entry".
  44. Set the 'Days Supply' field to "30"
  45. Validate the 'Dispense Qty' field contains "30".
  46. Validate the 'Dispense Qty Unit' field contains "Tablet".
  47. Click [Update Order].
  48. Validate the order for "Lisinopril" is displayed in 'Home Medications Scratchpad (Post-Discharge)' with no red flag in the 'Action' column,
  49. Select the "Tylenol with Codeine" order,
  50. Validate the 'Diagnosis' field is not required and contains no value.
  51. Click in the 'Diagnosis' field and validate that the following values are displayed "Achilles rupture, left", "Angina decubitus", and "ADD (attention deficit disorder)".
  52. Set the 'Days Supply' field to "10"
  53. Validate the 'Dispense Qty" field contains "40".
  54. Validate the 'Dispense Qty Unit' field contains "Tablet".
  55. Click [Update Order].
  56. Validate the order for "Tylenol with Codeine" is displayed in 'Home Medications Scratchpad (Post-Discharge)' with no red flag in the 'Action' column,
  57. Select the order for "Lyrica" in 'Home Medications Scratchpad (Post-Discharge)' and click [Reorder/Modify].
  58. Validate the 'Diagnosis' field is required and contains a value of "Achilles left, rupture".
  59. Click in the 'Diagnosis' field and validate that it contains the following values: "Achilles rupture, left", "Angina decubitus", and "ADD (attention deficit disorder)".
  60. Click [Update Order].
  61. Select the order for "traMADol" in 'Home Medications Scratchpad (Post-Discharge)' and click [Reorder/Modify].
  62. Validate the 'Diagnosis' field is required and contains a value of "Achilles left, rupture".
  63. Click in the 'Diagnosis' field and validate that it contains the following values: "Achilles rupture, left", "Angina decubitus", and "ADD (attention deficit disorder)".
  64. Click [Update Order].
  65. Search and select "Ritalin 20 MG Tablet Oral (Schedule II)" in the 'New Order' field.
  66. Validate the 'Diagnosis' field is required and contains no value.
  67. Click in the 'Diagnosis' field and validate that it contains the following values: "Achilles rupture, left", "Heart burn", "Angina decubitus", and "ADD (attention deficit disorder)".
  68. Select "ADD (attention deficit disorder)" in the 'Diagnosis' field.
  69. Fill out all required fields.
  70. Click [Add to Scratchpad] and [Review and Sign].
  71. Validate the 'Interactions' dialog is displayed.
  72. Override all interactions and click [Save Override and Exit].
  73. Validate that the 'Final Review' dialog is displayed and contains the following orders:
  74. "traMADol 100 MG Tablet (Schedule IV)" with an 'Action' of "REORDER/MODIFY"
  75. "Lyrica 200 MG Capsule (Schedule V) with an 'Action' of "REORDER/MODIFY".
  76. "Lisinopril 40 MG Tablet" with an 'Action' of "ADD".
  77. "Tylenol with Codeine No. 3 300 MG-30 MG Tablet (Schedule III)" with an 'Action' of "ADD".
  78. "Ritalin 20 MG Tablet (Schedule II)" with an 'Action' of "NEW".
  79. Click [Sign] and validate that the 'Discharge Med Reconciliation' tab is in view-only mode.
  80. Select the 'Home Medications' tab
  81. Validate the 'Order grid' contains the following orders:
  82. "Ritalin 20 MG ORAL Tablet (Schedule II)"
  83. "Tylenol with Codeine No. 3 300 MG-30 MG ORAL Tablet (Schedule III)"
  84. "Lisinopril 40 MG ORAL Tablet"
  85. "Lyrica 200 MG ORAL Capsule (Schedule V)"
  86. "traMADol HCl 100 MG ORAL Tablet (Schedule IV)"
Topics
• Order Entry Console
Console Widget Viewer
Scenario 1: Validate the functionality of the "Open Record" button for "Console Widgets"
Specific Setup:
  • Have registry setting "Enable Console Widgets/Views" set to "Y".
  • Have a modeled form configured in "Form Definition" to not allow edits of table rows [FormA]
  • Have a modeled form configured in "Form Definition" that does allow edits of table rows [FormB]
  • Have data filed in both modeled forms for any client and episode [ClientA]
  • In form "Console Widget Configuration", have console widgets created for both [FormA] and [FormB]
  • Have both widgets placed on a users home view along with the "Console Widget Viewer" widget
Steps
  1. Select [ClientA]
  2. Select the episode from the "Episode" field drop down list on the home view
  3. Click the [View] button in the console widget for [FormA]
  4. Validate the data is displayed in the "Console Widget Viewer" for that row
  5. Validate the [Open Record] button is disabled
  6. Click the [View] button in the console widget for [FormB]
  7. Validate the data is displayed in the "Console Widget Viewer" for that row
  8. Validate the [Open Record] button is enabled
  9. Click the [Open Record] button
  10. Validate the form opens for edit, as expected
Topics
• Console Widget
Military Time
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar_CWS_Problem_List rpt
  • Dialog Prompt
  • Error dialog
  • Problem List
  • HomeView - My To Do's widget
  • Homeview.Results by Caseload widget
  • Order Entry Console
  • Order Entry Console - Orders this Episode- Activity History dialog
  • Order Entry Console - Orders this Episode- Order History dialog
  • Order Entry Console - Recent Vitals dialog
Scenario 1: Validate Problem List form
Specific Setup:
  • Have a system with registry setting "Enable Military Time" set to "Y"
  • A client must exist that has an active episode. (Client A)
  • Client A must not have information filed in the 'Problem List' form.
Steps
  1. Select Client A and access the 'Problem List' form.
  2. Click [View/Enter Problems].
  3. Search for and select any valid problem in the 'Problem' cell.
  4. Select any value in the 'Type' cell.
  5. Enter any date in the 'Date Identified' cell.
  6. Enter any date in the 'Date of Onset' cell.
  7. Enter any value in the 'Time of Onset' cell in standard time format. For example "01:25PM"
  8. Validate the time is converted to military time format "1325"
  9. Enter a value of "252555" in the 'Time of Onset' cell
  10. Validate an error is displayed indicating "Invalid Time Format"
  11. Enter any value in the 'Time of Onset' in correct military time format. For example "1532"
  12. Validate the entry is accepted the results are as expected, "1532"
  13. Select "Active" in the 'Status' cell.
  14. Select any value in the 'Severity' cell.
  15. Select any value in the 'Chronicity' cell.
  16. Select any value in the 'Action' cell.
  17. Enter any value in the 'Comments' cell.
  18. Click [Save].
  19. Validate a message is displayed stating: "All row(s) are valid".
  20. Click [Yes].
  21. Click [Submit].
  22. Select Client A and access the 'Problem List' form.
  23. Click [Problem List Report].
  24. Verify the report displays and it contains the problem added in the above steps
  25. Close the report and the form.
Scenario 2: Submit a form enabled for "Document Routing"
Specific Setup:
  • A form must be defined that has document routing enabled and includes a "Time" field on the form. This can be done in the 'Document Routing Setup' form.
  • Have a system with registry setting "Enable Military Time" set to "Y"
Steps
  1. Access the form that has document routing enabled.
  2. Populate all desired fields on the form, including the "Time" field
  3. Select "Final" in the 'Draft/Final' field.
  4. Click "OK"
  5. Click [Submit]
  6. In the "Confirm Document" screen, verify the document displays the correct time in the "Time field and it is displayed in military time format (HHMM)
  7. Validate the "Electronically Signed by" field is populated as expected and with the signature time displayed in military time format (HHMM)
  8. Verify the document displays all other data as expected.
  9. Click [Accept and Route].
  10. Enter the user's password in the 'Password' field.
  11. Click [OK].
  12. In the "Route Document To" screen, select and add an approver
  13. Click [Submit].
  14. Click "No" to not return to the form
  15. Navigate to the 'My To Do's' widget.
  16. Locate the document in the To Do's and click [Approve Document]
  17. Verify the document displays the correct time in the "Time field and it is displayed in military time format (HHMM)
  18. Validate the "Electronically Signed by" field is populated as expected and with the signature time displayed in military time format (HHMM)
  19. Verify the document displays all other data as expected.
  20. Click [Accept].
  21. Enter the user's password in the 'Password' field.
  22. Click [OK].
  23. Validate the "To Do" accepted successfully and is removed from the 'My To Do's' widget.
Scenario 3: Validate "Results by Caseload" widget
Specific Setup:
  • Have a system with registry setting "Enable Military Time" set to "Y"
  • "Results by Caseload" widget must be on the user home view.
  • ClientA must have Results filed
  • ClientB must have Results filed.
  • For ClientA, one or more Results must be reviewed ("Review Results") form
  • For ClientB, all Results must be reviewed ("Review Results") form
Steps

On the "Results by Caseload Widget":

  1. Select "Yes" in the "Results Reviewed" dropdown.
  2. Verify that ClientB displays. Client B has all results reviewed.
  3. Verify the "Results Entry Date/Time" is correct
  4. Verify the time displayed in "Results Entry Date/Time" is in military time format (HHMM)
  5. Select "No" in the "Results Reviewed" dropdown.
  6. Verify that ClientA displays. Client A does not have all results reviewed.
  7. Verify that ClientB does not display as all results are reviewed.
  8. Verify the "Results Entry Date/Time" is correct
  9. Verify the time displayed in "Results Entry Date/Time" is in military time format (HHMM)
Scenario 4: Order Entry Console - Military Time Validations
Specific Setup:
  • Have a system with registry setting "Enable Military Time" set to "Y"
  • Have active clients with medication orders entered in the system
  • Have the "Order Entry Console" widget on the Home View
Steps
  1. Select a client
  2. In the "Order Entry Console", click the "Orders This Episode" tab
  3. Click the [View] button in the "History" column of the grid
  4. Validate the "Date/Time" field displays the time value in military time format (HHDD)
  5. Click [Close]
  6. Click the "Recent Vitals" link on the right side above the grid
  7. Validate the "Time" field value is correct and displayed in military time format (HHDD)
  8. Click [Close]
  9. In the grid, click the [View] button in the "Last Activity" column
  10. Validate the "Date/Time" field displays the expected date and the time value in military time format (HHDD)
  11. Click [Close]
  12. Click the "Admission Med Reconciliation" tab
  13. Validate the time displayed in the text of the message, "Previously Saved Medication Reconciliation ...", is displayed in military time format (HHDD)
  14. In the "Inpatient Medications Scratchpad:" grid, validate the data in the "Start Date" column includes the time displayed in military time format
  15. Click the "Discharge Med Reconciliation" tab
  16. In the "Home Medications Scratchpad (Post-Discharge)" grid,
  17. Validate the time displayed in the text of the message, "Previously Saved Medication Reconciliation ...", is displayed in military time format (HHDD)
Scenario 5: Chart View - Validate Progress Notes
Specific Setup:
  • Have a system with registry setting "Enable Military Time" set to "Y"
  • Have any progress note form filed for a client.
  • Have the progress note added to the users "Chart View"
Steps
  1. Select the client
  2. Open the "Chart Review" form.
  3. Select the progress note form from the list of forms
  4. Select the "Episode" tab for the episode the diagnosis was submitted
  5. Validate the header bar for the chart record contains the valid date and time
  6. Validate the time displayed is in military time format (HHMM)
Topics
• Forms • Problem List
User Defined Templates - Enable SSN field as a choice
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Dynamic Form - Registry Settings - Registry Editor Filing
  • Yes No Dialog
Scenario 1: Validate the use of "User Defined" text templates
Specific Setup:
  • Have access to a form with a "Scrolling" text box. For example the "Notes" field on any progress note form.
  • Have the Avatar screen "Zoom" level size, located in the bottom right corner of the Avatar screen, set to "100%".
Steps
  1. Open the "Registry Settings" form.
  2. Enable the registry setting "Enable Templates on Demand for SQL Widgets".
  3. Submit the form.
  4. Remain in the form.
  5. Enable the registry setting "Enable SSN field".
  6. Submit the form.
  7. Close the form.
  8. Open any form.
  9. Right-Click in the text field.
  10. Click on "User Defined Templates" from the menu.
  11. Click on "Manage".
  12. On the "Create Template" screen, populate the "Template Name" field.
  13. Validate that "SSN" is a valid choice in the "Available field(s)" field.
  14. In the "Template" input box, type in any text and drag in any desired fields from the "Available" fields panel.
  15. Click [Add].
  16. Validate the new template is displayed under the "My Templates" menu in the "Organize Templates" section.
  17. Click [Save].
  18. Right-click in the text field.
  19. Click on "User Defined Templates" from the menu.
  20. Click on the template name just created.
  21. From the "Append, Insert, or Replace All?" dropdown list, choose "Insert".
  22. Click [OK].
  23. Validate the text and field values defined in the template are displayed in the notes field, as expected.
  24. Place the cursor either at the end of the text or anywhere within the text just inserted.
  25. Repeat steps 10 thru 13.
  26. From the "Append, Insert, or Replace All?" dropdown list, choose "Insert" again.
  27. Validate the text and field values defined in the template are displayed as expected the text was placed where ever the cursor was positioned.
  28. Repeat steps 10 thru 13.
  29. From the "Append, Insert, or Replace All?" dropdown list, choose "Append".
  30. Validate the text and field values defined in the template are displayed as expected and have been appended to the end of the current text.
  31. Repeat steps 10 thru 13.
  32. From the "Append, Insert, or Replace All?" dropdown list, choose "Replace".
  33. Validate the text and field values defined in the template are displayed as expected and have completely replaced all previous text.
  34. In the bottom right corner of the Avatar screen, adjust the screen "Zoom" level to any value greater than "100%". For example "160%".
  35. Repeat steps 1 thru 25.
  36. Validate results are as expected and the font size of the text displayed using the template, is the same size as the current text on the form, based on the zoom level.
  37. In the bottom right corner of the Avatar screen, adjust the screen "Zoom" level to any less than "100%". For example "50%".
  38. Repeat steps 1 thru 25.
  39. Validate results are as expected and the font size of the text displayed using the template, is the same size as the current text on the form, based on the zoom level.
  40. Open the "Registry Settings" form.
  41. Disable the registry setting "Enable SSN field".
  42. Submit the form.
  43. Close the form.
  44. Open any form that contains a scrolling text field.
  45. Right-Click in the text field.
  46. Click on "User Defined Templates" from the menu.
  47. Click on "Manage".
  48. On the "Create Template" screen, populate the "Template Name" field.
  49. Validate that "SSN" is not a valid choice in the "Available field(s)" field.
  50. In the "Template" input box, type in any text and drag in any desired fields from the "Available" fields panel.
  51. Click [Add].
  52. Validate the new template is displayed under the "My Templates" menu in the "Organize Templates" section.
  53. Click [Save].
  54. Right-click in the text field.
  55. Click on "User Defined Templates" from the menu.
  56. Click on the template name just created.
  57. From the "Append, Insert, or Replace All?" dropdown list, choose "Insert".
  58. Click [OK].
  59. Validate the text and field values defined in the template are displayed in the scrolling text field, as expected.
Topics
• Forms
Order Entry Console NX POV
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • OE NX POV
Scenario 1: Creating a pharmacy-type order using the Order Entry Console.
Specific Setup:
  • A client must have an active episode (Client A)
Steps
  1. Access the Order Entry Console for "Client A".
  2. Search for and select a schedule II pharmacy-type order code in the 'New Order' field. (ex. PERCOCET 325 MG - 5 MG TABLET ORAL).
  3. Enter "1" in the 'Dose' field.
  4. Select any value in the 'Dose Unit' field.
  5. Select any value in the 'Freq:' field.
  6. Set the 'Duration' field to "28" and click [Days].
  7. Validate the 'Start Date' field contains current date.
  8. Validate the 'Start Time' field contains the current time.
  9. Validate the 'Stop Date' field contains the 'Start Date' plus the duration.
  10. Validate the 'Stop Time' field contains a value that is one minute before the 'Start Time'.
  11. Click [Add to Scratchpad] and [Sign].
  12. Validate the 'Order grid' contains the new order.
Scenario 2: OE NX POV - Multiple Root System Codes
Specific Setup:
  • Multiple Root System Codes must exist
  • The Order Entry NX POV must be configured as a View for the logged in user
  • A client has an active episode. (Client A)
Steps
  1. Access the Order Entry NX POV for "Client A".
  2. Validate the Order Entry Console displays.
  3. Set the 'New Order' field to "Advil 200 MG, Tablet, Oral".
  4. Set the 'Dose' field to "2".
  5. Set the 'Dose Unit' field to "Tablet".
  6. Select "Twice a Day" from the 'Freq:' field.
  7. Set the 'Duration' field to "15" and click [Days].
  8. Click [Add to Scratchpad] and [Sign].
  9. Validate the 'Order grid' contains the order created.
Topics
• NX • Order Entry Console