Skip to main content

RADplus Client Update 2021.02.00.build-3201 Acceptance Tests

  1. Last updated
  2. Save as PDF
OE NX POV and Task List access with Enterprise Credentials
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Netsmart Technologies (NIAM-DEV) - Sign In
  • Order Entry Console
  • Task List NX POV
Scenario 1: Avatar Enterprise Identity (EID) User - OE NX POV and Task List POV widgets
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.
  • Must have an application with Netsmart's "(NIAM) Netsmart’s Identity and Access Management" functionality configured by Netsmart.
  • An "(ODIC) Identity Provider" solution for example provider "Okta", is configured with Netsmart's (NIAM) functionality to provide external login authentication.
  • The "(ODIC) Identity Provider" solution has been enabled for "MFA (Multi factor authentication)".
  • A user must be assigned an external login ID and password to login using the "(ODIC) Identity Provider" solution.(User A)
  • "User A" is configured in form "User Definition" with prompt "User External Login" set to "Yes" and field "External Login ID" populated with external login ID assigned by the "(ODIC) Identity Provider". This will be used as "Netsmart ID" during login.
  • "User A" must be logged in using Enterprise Credentials.
Steps
  1. Select “Client A” and access the Order Entry Console as a POV.
  2. Search for and select "ADVIL 200 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' Field to "1".
  4. Select "Tablet" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq:' field.
  6. Set the 'Duration' field to "30" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate that the 'Order grid' contains one order for "ADVIL 200 MG TABLET ORAL".
  9. Select “Client A” and access the Task List as a POV.
  10. Validate the Task List is displayed.
  11. Validate the 'View' field is set to "My Caseload".
  12. Select "By Unit" from the 'View' field.
  13. Select any value from the 'Unit' field.
  14. Validate that all clients associated with the unit are displayed.
Topics
• Order Entry Console
The 'Coming In Today' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • HomeView.Coming In Today Widget
Scenario 1: 'Coming In Today' widget - validate missed visit functionality
Specific Setup:
  • The 'Post Missed Visit Appointments Within Scheduling Calendar' registry setting is set to "YP".
  • The following fields must be populated in the 'Appointment Scheduling System Defaults' form: 'Inpatient Progress Note', 'Outpatient Progress Note', 'Note Type' and 'Reason For Correction (Progress Note)'.
  • The 'Coming in Today' widget must be visible from the HomeView
  • An appointment for a client must be created for the current date (Client A).
Steps
  1. Navigate to the 'Coming In Today' widget.
  2. Select the row for the existing appointment for "Client A".
  3. Check "Yes" in the 'Missed Visit' field.
  4. Select the desired missed visit service code in the 'Missed Visit Service Code' field.
  5. Enter any value in the 'Missed Visit Notes' field.
  6. Click [File].
  7. Validate a "Confirmation" message is displayed stating: File successful.
  8. Click [OK].
  9. Refresh the widget.
  10. Validate the appointment for "Client A" displays as "Missed".
  11. Access the 'Scheduling Calendar' form.
  12. Validate the 'Appointment Grid' contains the missed visit for "Client A".
  13. Click [Dismiss].
  14. Access the 'Client Ledger' form.
  15. Enter "Client A" in the 'Client ID' field.
  16. Select "All Episodes" in the 'Client/Episode/All Episodes' field.
  17. Select "Simple" in the 'Ledger Type' field.
  18. Select "Yes" in the 'Include Zero Charges' field.
  19. Click [Process].
  20. Validate the service has been posted for the missed visit.
  21. Click [Dismiss] and close the form.
  22. Double click on "Client A" in the 'My Clients' widget.
  23. Validate the 'Chart View' is displayed.
  24. Select the progress note form defined in the 'Appointment Scheduling System Defaults' form on the left-hand side.
  25. Validate a progress note was created for the missed visit.
  26. Click [Close Chart].
  27. Navigate to the 'Coming In Today' widget.
  28. Select the missed visit appointment for "Client A".
  29. Click [Missed].
  30. Validate a "Confirmation" message is displayed stating: A missed visit was previously recorded for this appointment, do you want to delete the missed visit?
  31. Click [Yes].
  32. Validate a "Confirmation" message is displayed stating: Change status to "Checked In"? This action cannot be undone.
  33. Click [Yes].
  34. Validate the appointment for "Client A" now displays as "Currently Checked In".
  35. Access the 'Scheduling Calendar' form.
  36. Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
  37. Click [Dismiss].
  38. Access the 'Client Ledger' form.
  39. Enter "Client A" in the 'Client ID' field.
  40. Select "All Episodes" in the 'Client/Episode/All Episodes' field.
  41. Select "Simple" in the 'Ledger Type' field.
  42. Select "Yes" in the 'Include Zero Charges' field.
  43. Click [Process].
  44. Validate the service is no longer displayed.
  45. Click [Dismiss] and close the form.
  46. Double click on "Client A" in the 'My Clients' widget.
  47. Validate the 'Chart View' is displayed.
  48. Select the progress note form defined in the 'Appointment Scheduling System Defaults' form on the left-hand side.
  49. Validate the progress note is no longer displayed.
  50. Click [Close Chart].
Topics
• Scheduling Calendar • Widgets
'Directions' on Order Entry Console (Orders This Episode section) are calculated correctly
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - Schedule III (Suboxone) - Create a New Order, Copy order, Modify order, Reorder order and Discontinue order - Output = None - 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 "SUBOXONE 4 MG-1 MG FILM SUBLINGUAL (Schedule III)" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Film".
  5. Select "As Needed" in the 'Freq' field.
  6. Set the 'Duration' field to "28" and click [Days].
  7. Validate the 'Days Supply' field contains "28".
  8. Validate the 'Dispense Qty' field contains "28".
  9. Select "Film" in the 'Dispense Qty Unit' field.
  10. Validate the 'Directions' field contains "Place one (1) film under the tongue as needed".
  11. Set the 'Dose' field to "4" and click [Add to Scratchpad].
  12. Validate the 'Scratchpad' contains the order for "SUBOXONE 4 MG-1 MG FILM (Schedule III)4 Film, AS NEEDED".
  13. Select the order in the 'Scratchpad'.
  14. Validate the 'Dose' field contains "4".
  15. Validate the 'Dose Unit' field contains "Film".
  16. Validate the 'Directions' field contains "Place four (4) films under the tongue as needed".
  17. Click [Cancel Update] and [Final Review].
  18. Validate the 'Interactions' dialog is displayed.
  19. Override all interactions and click [Save Override and Exit].
  20. Validate the 'Final Review' dialog is displayed and contains an order for "Suboxone 4 MG-1 MG Film (Schedule III) Place four (4) films under the tongue as needed Days Supply: 28 Number of Refills: 0 Total # of Rx Fills Approved: 1 Dispense Quantity: 112 Film Substitution Allowed Written Date: {Current Date] NADEAN: [Ordering Practitioner's NADEAN#]".
  21. Click [Sign].
  22. Validate the 'Order grid' contains an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III)4 Film, AS NEEDED".
  23. Select the order and click [Copy].
  24. Validate that a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now)".
  25. Click [No].
  26. Validate the 'Dose' field contains "4".
  27. Validate the 'Dose Unit' field contains "Film".
  28. Validate the 'Directions' field contains "Place four (4) films under the tongue as needed".
  29. Set the 'Dose' field to "1" and click [Add to Scratchpad].
  30. Validate the 'Scratchpad' contains an order for "SUBOXONE 4 MG-1 MG FILM (Schedule III)1 Film, AS NEEDED".
  31. Select the order in the 'Scratchpad'.
  32. Validate the 'Dose' field contains "1".
  33. Validate the 'Dose Unit' field contains "Film".
  34. Validate the 'Directions' field contains "Place one (1) film under the tongue as needed".
  35. Click [Update Order] and [Final Review].
  36. Validate the 'Interactions' dialog is displayed.
  37. Override all interactions and click [Save Override and Exit].
  38. Validate the 'Final Review' dialog is displayed and contains an order for "Suboxone 4 MG-1 MG Film (Schedule III) Place one (1) film under the tongue as needed Days Supply: 28 Number of Refills: 0 Total # of Rx Fills Approved: 1 Dispense Quantity: 28 Film Substitution Allowed Written Date: [Current Date] NADEAN: [Ordering Practitioner's NADEAN #]".
  39. Click [Sign].
  40. Validate the 'Order grid' contains an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III) 1 Film, AS NEEDED" and an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III) 4 Film, AS NEEDED".
  41. Select the order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III) 1 Film, AS NEEDED" and click [Modify].
  42. Validate the 'Dose' field contains "1".
  43. Validate the 'Dose Unit' field contains "Film".
  44. Validate the 'Freq' field contains "As Needed".
  45. Validate the 'Start Date' field contains the current date.
  46. Validate the 'Start Time' field contains the current time.
  47. Validate the 'Stop Date' field contains a date that is 28 days in the future of the 'Start Date'.
  48. Validate the 'Stop Time' field contains a value that is one minute prior to the 'Start Time'.
  49. Validate the 'Directions' field contains "Place one (1) film under the tongue as needed".
  50. Set the 'Start Date' field to a date that is 25 days in the past.
  51. Validate the 'Start Time' field contains the current time.
  52. Validate the 'Stop Date' field contains a date that is 28 days in the future of the 'Start Date'.
  53. Validate the 'Stop Time' field contains a value that is one minute prior to the 'Start Time'.
  54. Set the 'Dose' field to "3" and click [Add to Scratchpad].
  55. Validate the 'Scratchpad' contains an order for "SUBOXONE 4 MG-1 MG FILM (Schedule III) 3 Film, AS NEEDED".
  56. Select the order in the 'Scratchpad'.
  57. Validate the 'Dose' field contains "3".
  58. Validate the 'Dose Unit' field contains "Film".
  59. Validate the 'Directions' field contains "Place three (3) films under the tongue as needed".
  60. Click [Update Order] and [Final Review].
  61. Validate the 'Interactions' dialog is displayed.
  62. Override all interactions and click [Save Override and Exit].
  63. Validate the 'Final Review' dialog is displayed and contains an order for "Suboxone 4 MG-1 MG Film (Schedule III) Place three (3) films under the tongue as needed Days Supply: 28 Number of Refills: 0 Total # of Rx Fills Approved: 1 Dispense Quantity: 84 Film Substitution Allowed Written Date: [Current Date] NADEAN: [Ordering Practitioner's NADEAN#]".
  64. Click [Sign].
  65. Validate the 'Order grid' contains an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III) 3 Film, AS NEEDED" with an 'Order Status' of "Active No Renew - Use Reorder" and an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III) 4 Film, AS NEEDED".
  66. Select the order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III)3 Film, AS NEEDED" with an 'Order Status' of "Active No Renew - Use Reorder" and click [Reorder].
  67. Validate the 'Dose' field contains "3".
  68. Validate the 'Dose Unit' field contains "Film"
  69. Validate the 'Directions' field contains "Place three (3) films under the tongue as needed".
  70. Set the 'Dose' field to "2" and click [Add to Scratchpad].
  71. Validate the 'Scratchpad' contains an order for "SUBOXONE 4 MG-1 MG FILM (Schedule III)2 Film, AS NEEDED".
  72. Select the order in the 'Scratchpad'.
  73. Validate the 'Dose' field contains "2".
  74. Validate the 'Dose Unit' field contains "Film"
  75. Validate the 'Freq' field contains "As Needed".
  76. Validate the 'Directions' field contains "Place two (2) films under the tongue as needed".
  77. Click [Cancel Update] and [Final Review].
  78. Validate the 'Interactions' dialog is displayed.
  79. Override all interactions and click [Save Override and Exit].
  80. Validate the 'Final Review' dialog is displayed and contains an order for "Suboxone 4 MG-1 MG Film (Schedule III) Place two (2) films under the tongue as needed Days Supply: 28 Number of Refills: 0 Total # of Rx Fills Approved: 1 Dispense Quantity: 56 Film Substitution Allowed Written Date: [Current Date] NADEAN: [Ordering Practitioner's NADEAN#]".
  81. Click [Sign].
  82. Validate the 'Order grid' contains an order for "SUBOXONE 4 MG-1 MG SUBLINGUAL FILM (Schedule III)2 Film, AS NEEDED" with an 'Order Status' of "Active".
  83. Select all orders and click [D/C], [Add to Scratchpad], and [Sign].
  84. Validate that no orders are displayed in the 'Order grid'.
Topics
• NX • Order Entry Console
'Latest Client Information' in Avatar eMAR
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
Scenario 1: Administering an order in Avatar eMAR
Specific Setup:
  • The resolution on the monitor must be set to 1366 x 768.
  • A client must have an active pharmacy-type order without hours of administration. (Client A) (Order A)
  • "Client A" must have multiple active diagnoses.
Steps
  1. Access 'Avatar eMAR' and select "Client A" in the 'Client' field.
  2. Validate the 'Latest Client Information' field is expanded and contains all client information.
  3. Click the 'Collapse' button and validate the 'Latest Client Information' section is no longer displayed.
  4. Validate that "Order A" is displayed with no hours of administration under the current date.
  5. Validate the 'Order Description' of the order contains the 'Dose', 'Dose Unit' and 'Freq' after 'Give' in a larger font.
  6. Double click in a cell under the current date.
  7. Validate that the 'Order Acknowledgement' dialog is displayed and click [Ok].
  8. Validate that the 'Client Education' dialog is displayed.
  9. Select "Yes" in the 'Education Performed' field and click [Ok].
  10. Verify the 'Administration Event' dialog is displayed.
  11. Validate the 'Order Description' contains the 'Dose', 'Dose Unit' and 'Freq' after 'Give' in the same size font as the rest of the information.
  12. Fill out all required fields.
  13. Check the 'Accept administration information entered' checkbox and click [OK].
  14. Verify that the cell under the current date contains the amount administered and the time administered.
Topics
• Avatar eMAR • eMAR
Order Entry Console (Discharge Med Reconciliation) - Switching clients
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 New Order and place in 'Hold in Pending Status'
Specific Setup:
  • Two clients must have active inpatient episodes. (Client A) (Client B)
  • "Client A" and "Client B" 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 'Discharge Med Reconciliation' tab.
  3. Search for and select "Zubsolv 5.7 MG-1.4 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
  4. Set the 'Dose' field to "1".
  5. Validate the 'Dose Unit' field contains "Tablet".
  6. Select "As Needed" in the 'Frequency' field.
  7. Set the 'Days Supply' field to "20" and press Tab.
  8. Validate the 'Dispense Qty' field contains "20".
  9. Validate the 'Dispense Qty Unit' field contains "Tablet".
  10. Click [Add to Scratchpad]
  11. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  12. Click [Hold in Pending Status].
  13. Select the 'Orders This Episode' tab.
  14. Select the 'Discharge Med Reconciliation' tab.
  15. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  16. Select the 'Home Medications' tab.
  17. Select the 'Discharge Med Reconciliation' tab.
  18. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  19. Select the 'Admission Med Reconciliation' tab.
  20. Select the 'Discharge Med Reconciliation' tab.
  21. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  22. Click [Edit Pending Reconciliation]
  23. Validate the 'Warning' message is displayed stating "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved." and click [Ok].
  24. Select "Client B" and access the Order Entry Console.
  25. Select the 'Discharge Med Reconciliation' tab.
  26. Select "Client A" and access the Order Entry Console.
  27. Select the 'Discharge Med Reconciliation' tab.
  28. Validate the 'Saved session' message is displayed stating "found New medications may have been added since you switched clients. Do you want to restart reconciliation to ensure all medication orders are up to date or continue with reconciliation in progress?" and click [Continue].
  29. Click [Hold in Pending Status]
  30. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order for "Zubsolv".
Topics
• Discharge Med Reconciliation • NX
Order Entry Console (Orders This Episode section) - Addl Instructions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Create New lab-type order where 'Addl Instructions are required in 'Order Code Setup'
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.
  • A 'Frequency Code' must exist where "No" is selected in the 'Require Special/Additional Instructions With This Frequency Code' field. (Frequency Code A)
  • A lab-type order code must exist where "Yes" is selected in the 'Require Special/Additional Instructions' 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. Select "Frequency Code A" from the 'Frequency' field.
  4. Set the 'Duration' field to "1" and click [Days].
  5. Validate the 'Addl Instructions' field is required.
  6. Click [Add to Scratchpad].
  7. Validate the 'Scratchpad' contains an order for "Order Code A" with a red flag in the 'Action' column.
  8. Select the order in the 'Scratchpad'.
  9. Set the ''Addl Instructions' field to any value and click [Update Order].
  10. Click [Update Order].
  11. Validate the 'Scratchpad' contains the order for "Order Code A" with no red flag in the 'Action' column.
  12. Click [Sign].
  13. Validate the 'Order grid' contains the order for "Order Code A" with the information entered in 'Addl Instructions'.
Topics
• NX • Order Entry Console
Avatar eMAR - Infusions
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Orders This Episode
Scenario 1: OE NX - New Order - Administration Method "IV Primary (IV Continuous) with a 'Rate Unit' of "Titrate" and eMAR administration
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Use separate 'Infusion Details' tab for IVs on eMAR Administration Event dialog' registry setting must be set to "Y"
  • The 'Avatar eMAR->General->Settings->->->Do Not Require 'Port'' registry setting must be set to "Y"
  • The following extended attributes must be set in the Order Entry Client Information ‘(20969) Administration Method’ dictionary for “IVPR”:
  • ‘(20990) Preferred Description’ = “IV Continuous”
  • ‘(20991) Show Diluent’ = “Yes”
  • ‘(20992) Require Diluent’ = “No”
  • '(20993) Allow Selection' = "Yes"
  • '(20995) Show Additive Prompts' = "Yes"
  • '(20996) Applicable Routes' = "INTRAVENOUS"
  • Please log out of the application and log back in after completing the above configuration.
  • Avatar OE 2021 Update 32, Avatar eMAR 2021 Update 11 and myAvatar NX 2021.09.00 and RADplus 2513-002 are required in order to utilize full functionality.
  • In the 'Order Code Setup' form the "Diluent/Base Component' checkbox must be checked in the 'Is an IV Diluent/Base Component' field for the "Normal Saline 0.9% Solution Intravenous" order code.
  • 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.
  • Must have the 'NDC' for "LEVOPHED 1 MG/1 ML SOLUTION INTRAVENOUS". This can be found in the 'Order Code Setup' form. (00409-3375-04)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "LEVOPHED 1 MG/1 ML SOLUTION INTRAVENOUS" from the 'New Order' field.
  3. Select "IV Continuous" from the 'Admin Method' field.
  4. Set the 'Dose' field to "4".
  5. Select "MG" from the 'Dose Unit' field.
  6. Select "Continuous" from the 'Freq' field.
  7. Select "AQUA CARE STERILE SALINE" from the 'Diluent Combo' field.
  8. Set the 'Diluent Dose' field to "250".
  9. Select "mL" from the 'Diluent Dose Unit' field.
  10. Select "Titrate" from the 'Rate Unit' field.
  11. Validate the 'Rate Amount' field is equal to "Titrate".
  12. Set the 'Initial Rate' field to "1".
  13. Select "mcg/min" from the 'Incremental Rate Unit' field.
  14. Validate that all other unit fields contain "mcg/min".
  15. Set the 'Incremental Units' field to "1".
  16. Set the 'Time Increment' field to "20".
  17. Set the 'Maximum Rate' field to "15".
  18. Select "SBP Greater Than" from the 'Titrate Parameters Combo' field.
  19. Set the 'Titrate Parameters' input field to "100".
  20. Set the 'Duration' field to "28" and click [Days].
  21. Click [Add to Scratchpad] and [Sign].
  22. Validate the 'Order grid' contains "LEVOPHED 1 MG/1 ML INTRAVENOUS SOLUTION in AQUA CARE STERILE SALINE 250 mL4 MG, Continuous" with 'Addl Instructions' of "-Initial Rate: 1 mcg/min -Incremental Units: 1 mcg/min -Time Increment (minutes): 20 -Maximum Rate: 15 mcg/min -Titrate Parameters: SBP Greater Than 100".
  23. Access Avatar eMAR for "Client A"
  24. Double click on any available cell for the "Levophed 1 MG / 1 ML" order created.
  25. Verify the 'Order Acknowledgement' dialog exists and click [OK].
  26. Verify the 'Client Education' dialog exists.
  27. Select "Yes" from the 'Education Performed?' field and click [OK].
  28. Set the 'Med ID' cell to the NDC for the Levophed order created.
  29. Select "Start" from the 'Administration Event' field.
  30. Set the 'Dose' field to "4".
  31. Set the 'Dose Unit' field to "MG".
  32. Set the 'Rate' field to "1".
  33. Set the 'Rate Unit' field to "mcg/min".
  34. Click the 'Additional Data (Administration)' tab.
  35. Set the 'Blood Pressure' (Systolic/Diastolic -mmHG) field to "120/80".
  36. Select "Sitting" from the 'Position' field.
  37. Click the 'Infusion Details' tab.
  38. Validate the 'Clinical Parameter' field is equal to "120/80".
  39. Select any value from the 'Site' field.
  40. Select any value from the 'Port' field.
  41. Click the 'Accept administration information entered' checkbox and click [OK].
  42. Validate the cell selected contains "4 MG" and the time administered.
Topics
• NX • Order Entry Console
Order Entry Console (Discharge Med Reconciliation) - Review and Sign
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 - Order Entry Console - Create orders in Orders This Episode and Home Medications, Reconcile and Review in Admission Med Reconciliation and Review and Sign in Discharge Med Reconciliation
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3"
  • 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 episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • "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.
  • A client must have an active inpatient episode with no active orders. (Client B)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Select "TWICE A DAY" in the 'Freq' field.
  6. Set the ‘Reason Text’ field to "<<<test>>>"""""test""""[test]".
  7. Set the 'Duration' field to "10" and click [Days].
  8. Validate the 'Days Supply' contains "10".
  9. Validate the 'Dispense Qty' field contains "20".
  10. Select "Tablet" in the 'Dispense Qty Unit' field.
  11. Set the 'Addl Instructions' field to "<<<test>>>"""""test""""[test]".
  12. Set the ‘Directions’ field to "Take one (1) tablet by mouth twice a day<<<test>>>"""""test""""[test]".
  13. Set the ‘Note to Pharmacist’ field to "<<<test>>>"""""test""""[test]".
  14. Click [Add to Scratchpad].
  15. Search for and select "ADVIL LIQUI-GELS 200 MG CAPSULE, LIQUID FILLED ORAL" in the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Validate the 'Dose Unit' field contains "Capsule".
  18. Select "Every 4 Hours" in the 'Freq' field.
  19. Set the ‘Reason Text’ field to "<<<test>>>"""""test""""[test]".
  20. Set the 'Duration' field to "10" and click [Days].
  21. Validate the 'Days Supply' field contains "10".
  22. Validate the 'Dispense Qty' field contains "60"
  23. Select "Tablet" in the 'Dispense Qty Unit' field.
  24. Set the 'Addl Instructions' field to "<<<test>>>"""""test""""[test]".
  25. Set the ‘Directions’ field to "Take one (1) capsule by mouth every 4 hours <<<test>>>"""""test""""[test]".
  26. Set the ‘Note to Pharmacist’ field to "<<<test>>>"""""test""""[test]".
  27. Click [Add to Scratchpad] and [Final Review].
  28. Validate an 'Interactions' dialog is displayed.
  29. Override all interactions and click [Save Override and Exit].
  30. Validate the 'Final Review' dialog is displayed.
  31. Select "None" in 'Output' for both orders and click [Sign].
  32. Validate the 'Order grid' contains an order for "ADVIL LIQUI-GELS 200 MG ORAL CAPSULE, LIQUID FILLED 1 Capsule, Every 4 Hours" and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV) 1 Tablet, TWICE A DAY" both with 'Reason' and 'Addl Instructions' of "<<<test>>>"""""test""""[test]".
  33. Select the 'Home Medications' tab.
  34. Uncheck the 'Client Reported' checkbox.
  35. Search for and select "Xyrem 500 MG/1 ML Solution Oral (Schedule III)" in the 'New Order' field.
  36. Set the 'Dose' field to "5".
  37. Validate the 'Dose Unit' field contains "Milliliter".
  38. Select "AS NEEDED" in the 'Frequency' field.
  39. Select "Oral" in the 'Route' field.
  40. Select any value in the 'Diagnosis' field.
  41. Set the 'Days Supply' field to "30".
  42. Validate the 'Dispense Qty' field contains "150".
  43. Select "Milliliter" in the 'Dispense Qty Unit' field.
  44. Set the ‘Directions’ field to "Take five (5) milliliters by mouth as needed <<<test>>>"""""test""""[test]".
  45. Set the ‘Note to Pharmacist’ field to "<<<test>>>"""""test""""[test]".
  46. Click [Add to Scratchpad] and [Final Review].
  47. Validate an 'Interactions' dialog is displayed.
  48. Override all interactions and click [Save Override and Exit].
  49. Select "None" in the 'Output' field and click [Sign].
  50. Validate the 'Order grid' contains "Xyrem 500 MG/1 ML Solution (Schedule III)Take one (1) milliliter by mouth as needed" with both ‘Reason’ and ‘Note to Pharmacist 'of “<<<test>>>"""""test""""[test]”.
  51. Select the 'Admission Med Reconciliation' tab.
  52. Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "Xyrem 500 MG/1 ML ORAL Solution (Schedule III)Take five (5) milliliters by mouth as needed <<<test>>>"""""test""""[test]".
  53. Validate the 'Inpatient Medications Scratchpad' contains an order for "ADVIL LIQUI-GELS 200 MG ORAL CAPSULE, LIQUID FILLED 1 Capsule, Every 4 Hours" and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 Tablet, TWICE A DAY" with 'Reason' of "<<<test>>>"""""test""""[test]" for both orders.
  54. Select the order for "Xyrem" in the 'Home Medications (Pre-Admission)' order grid and click [Hold].
  55. Click [Undo] for the 'Xyrem' order.
  56. Select the order for "Xyrem" in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
  57. Validate that the order for "Xyrem" now appears in the 'Inpatient Medications Scratchpad' and contains a red flag in the 'Action' column.
  58. Select the 'Orders This Episode' tab.
  59. Validate a message is displayed stating: "Medication Reconciliation is Incomplete! Not all Home Medications have been reconciled. Please continue to review each medication, assigning a new Action to every row within the Home Medication (Pre-Admit) list".
  60. Click [No].
  61. Select the order for "Xyrem" in the 'Inpatient Medications Scratchpad'.
  62. Set the 'Duration' field to "10" and click [Days].
  63. Validate the 'Days Supply' field contains "10".
  64. Validate the 'Dispense Qty' field contains "50".
  65. Select "Milliliter" in the 'Dispense Qty Unit' field.
  66. Click [Update Order].
  67. Validate the "Xyrem" order no longer contains a red flag in the action column.
  68. Select the order for "ADVIL" in the 'Inpatient Medications Scratchpad' and click [DC].
  69. Select the order for "AMBIEN" in the 'Inpatient Medications Scratchpad' and click [Modify].
  70. Validate the 'Dose' field contains "1".
  71. Validate the 'Dose Unit' field contains "Tablet".
  72. Validate the 'Freq' field contains "TWICE A DAY".
  73. Validate the 'Duration' field contains "10" and that [Days] is selected.
  74. Validate the 'Days Supply' field contains "10".
  75. Validate the 'Dispense Qty' field contains "20".
  76. Select "Tablet" in the 'Dispense Qty Unit' field.
  77. Click [Update Order] and [Reconcile & Review].
  78. Validate an 'Interactions' dialog is displayed.
  79. Override all interactions and click [Save Override and Exit].
  80. Validate the 'Final Review' dialog is displayed.
  81. Select "None" in 'Output' for all orders and click [Sign].
  82. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  83. Select the 'Discharge Med Reconciliation' tab.
  84. Validate the 'Inpatient Medications' order grid contains an order for "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)5 Milliliter, AS NEEDED" and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 Tablet, TWICE A DAY" with ‘Reason’ of “<<<test>>>"""""test""""[test]".
  85. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Xyrem 500 MG/1 ML ORAL Solution (Schedule III)Take five (5) milliliters by mouth as needed <<<test>>>"""""test""""[test]" with ‘Reason’ and ‘Note to Pharmacist’ contains "<<<test>>>"""""test".
  86. Select the order for "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)" in the 'Inpatient Medications' order grid and click [Add to Scratchpad].
  87. Validate that the "XYREM" order now appears in the 'Home Medications Scratchpad (Post-Discharge)' with a red flag in the 'Action' column.
  88. Select the "XYREM" order.
  89. Select any value in the 'Diagnosis' field
  90. Set the 'Days Supply' field to "22" and press Tab.
  91. Validate the 'Dispense Qty' field contains "44".
  92. Select "Tablet" in the 'Dispense Qty Unit' field.
  93. Set the ‘Note to Pharmacist’ field to "<<<test>>>"""""test""""[test]" and click [Update Order].
  94. Select the order for "Xyrem 500 MG/1 ML Oral (Schedule III)" order in the 'Home Medications Scratchpad (Post Discharge)' and click [DC].
  95. Select the "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III)" order and click [Do Not Add].
  96. Click [Review and Sign].
  97. Validate the 'Interactions' dialog is displayed.
  98. Override all interactions and click [Save Override and Exit].
  99. Validate the 'Final Review' dialog is displayed.
  100. Select "None" in 'Output' for both orders and click [Sign].
  101. Validate the 'Discharge Med Reconciliation' tab is in view-only mode.
  102. Select "Client B" and select the 'Discharge Med Reconciliation' tab and validate no orders are displayed.
  103. Select “Client A” and select the 'Discharge Med Reconciliation' tab.
  104. Validate the 'Inpatient Medications' order grid contains an order for "XYREM 500 MG/1 ML ORAL SOLUTION (Schedule III) 5 Milliliter, AS NEEDED" with ‘Reason’ of “<<<test>>>"""""test""""[test]" and the ‘Action’ column of “DNA” and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV) 1 Tablet, TWICE A DAY” with a ‘Reason’ of “<<<test>>>"""""test""""[test]" and the ‘Action’ column of “ADD”.
  105. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Xyrem 500 MG/1 ML ORAL Solution (Schedule III) Take five (5) milliliters by mouth as needed <<<test>>>"""""test""""[test]" with ‘Reason’ of "<<<test>>>"""""test""""[test]" and the ‘Action’ column of “DC” and an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 Tablet, TWICE A DAY” with the ‘Action’ column of “ADD”.
Topics
• NX • Order Entry Console
Order Entry Console - Admission Med Reconciliation - pre-admit mode - Finalize for Admission, Activate for Reconciliation and Activate in the Order Entry Console
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Allergies and Hypersensitivities
  • Avatar eMAR
  • Order Entry Console
  • Pre Admit
  • Vitals Entry
Scenario 1: OE NX - Admission Reconciliation for Pre Admit client - Admission and Activation
Specific Setup:
  • The 'External Pharmacy Setup' form must not have any external pharmacies filed.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode' registry setting must be set to "Y"
  • Please log out and log back in after completing the above configuration.
  • Must have an order group that contains an order code for "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE". (Order Group A)
  • Order Code "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" must have the 'Enable Sliding Scale Insulin Instructions' field checked in the 'Order Code Setup' form
  • A client must have an active pre-admit 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.
  • A client must have a discharged Inpatient episode and an active Pre-Admit episode. (Client B)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" in the 'New Order' field.
  3. Click [SSI].
  4. Validate the 'Sliding Scale Instructions' dialog displays and click [New Row].
  5. Set the 'Blood Glucose From' cell to "0".
  6. Set the 'Blood Glucose Up To' cell to "99".
  7. Set the 'Units Before Breakfast' cell to "1".
  8. Set the 'Units Before Lunch' cell to "1".
  9. Set the 'Units Before Dinner' cell to "1".
  10. Click [New Row].
  11. Set the 'Blood Glucose From' cell to "100".
  12. Set the 'Blood Glucose Up To' cell to "199".
  13. Set the 'Units Before Breakfast' cell to "2".
  14. Set the 'Units Before Lunch' cell to "2".
  15. Set the 'Units Before Dinner' cell to "2" and click [Save].
  16. Select "As Needed" in the 'Freq' field.
  17. Set the 'Duration' field to 12 and click [Days].
  18. Click [Add to Scratchpad].
  19. Validate the 'Scratchpad' contains the order for "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/12/2099".
  20. Click [Sign].
  21. Validate the 'Order grid' contains the order for "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/12/2099".
  22. Search for and select "LASIX 20 MG TABLET ORAL" in the 'New Order' field.
  23. Click the [My Favorites - Star].
  24. Click [Refresh Orders].
  25. Click 'My Favorites' and select the order code for "LASIX 20 MG TABLET ORAL" that was just added and click [Add to Scratchpad].
  26. Click the order for "LASIX 20 MG TABLET ORAL" in the 'Scratchpad'.
  27. Set the 'Dose' field to "1".
  28. Select "Tablet" in the 'Dose Unit' field.
  29. Select "TWICE A DAY" in the 'Freq' field.
  30. Set the 'Duration' field to "10" and click [Days].
  31. Click [Update Order].
  32. Validate the 'Scratchpad' contains the order for "LASIX 20 MG TABLET ORAL 1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  33. Click [Sign].
  34. Validate the 'Interactions' dialog is displayed.
  35. Override all interactions and click [Save Override and Exit].
  36. Validate the 'Order grid' contains the order for "LASIX 20 MG TABLET ORAL 1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  37. Search for and select "Order Group A" in the 'New Order' field.
  38. Validate that the 'Order Group' dialog is displayed.
  39. Select the order code for "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE".
  40. Set the 'Dose' field to "1".
  41. Select "Capsule" in the 'Dose Unit' field.
  42. Select "TWICE A DAY" in the 'Freq' field.
  43. Set the 'Duration' field to "10" and click [Doses].
  44. Validate the 'Start Date' field contains "01/01/2099".
  45. Validate the 'Start Time' field contains the current time.
  46. Click [Add to Scratchpad].
  47. Select the order in the 'Scratchpad'.
  48. Validate the 'Dose' field contains "1".
  49. Validate the 'Dose Unit' field contains "Capsule".
  50. Validate the 'Duration' field contains "10" and [Doses] is selected.
  51. Click [Update Order].
  52. Validate the 'Scratchpad' contains the order for "KADIAN" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/05/2099".
  53. Click [Sign].
  54. Validate the 'Order grid' contains the order for "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE(Schedule II)" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/05/2099".
  55. Search for and select "PREDNISONE 20 MG TABLET ORAL" in the 'New Order' field.
  56. Click [TAPER/TITRATE].
  57. Click [Add Step] twice.
  58. Validate the 2nd 'Order Description and strength' contains "PREDNISONE (20 MG)".
  59. Set the 1st 'Dose' field to "3".
  60. Select "Tablet" in the 1st 'Dose Unit' field.
  61. Select "3" in the 1st 'Days' field.
  62. Select "3 TIMES A DAY" in the 1st "Freq" field.
  63. Validate the 3rd 'Order Description and strength' contains "PREDNISONE (20 MG)".
  64. Set the 2nd 'Dose' field to "2".
  65. Select "Tablet" in the 2nd 'Dose Unit' field.
  66. Select "3" in the 2nd 'Days' field.
  67. Select "TWICE A DAY" in the 2nd "Freq" field.
  68. Validate the 4th 'Order Description and strength' contains "PREDNISONE (20 MG)".
  69. Set the 3rd 'Dose' field to "1".
  70. Select "Tablet" in the 3rd 'Dose Unit' field.
  71. Select "3" in the 3rd 'Days' field.
  72. Select "DAILY" in the 3rd "Freq" field.
  73. Click [Add to Scratchpad].
  74. Validate that the 'Scratchpad' contains the following orders:
  75. "PREDNISONE 20 MG TABLET 1 TABLET, DAILY" with a 'Start Date' of "01/07/2099" and a "Stop Date" of "01/09/2099".
  76. "PREDNISONE 20 MG TABLET 2 TABLET, TWICE A DAY" with a 'Start Date' of "01/04/2099" and a "Stop Date" of "01/06/2099".
  77. "PREDNISONE 20 MG TABLET 3 TABLET, 3 TIMES A DAY" with a 'Start Date' of "01/01/2099" and a "Stop Date" of "01/03/2099".
  78. Click [Sign].
  79. Validate that an 'Interactions' dialog is displayed.
  80. Override all interactions and click [Save Override and Exit].
  81. Validate the 'Order grid' contains the three orders for "PREDNISONE", the order for "KADIAN", the order for "LASIX" and the order for "HUMALOG".
  82. Select the orders for "KADIAN", "LASIX" and "ADVIL" and click [Copy].
  83. Validate a message is displayed stating: "Do you want the new orders to default to START AFTER the original orders end? (The alternative is to have the new orders default to start now.) ".
  84. Click [Yes].
  85. Validate the 'Scratchpad' contains an order for "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION AS NEEDED" with a 'Start Date' of "01/13/2099" and a 'Stop Date' of "01/24/2099".
  86. Select the order for "KADIAN 100 MG CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" in the 'Scratchpad'.
  87. Set the 'Duration' field to "10" and click [Doses].
  88. Click [Update Order].
  89. Validate that the 'Scratchpad' contains the order for "KADIAN 100 MG CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/05/2099" and a 'Stop Date' of "01/10/2099".
  90. Validate the 'Scratchpad' contains an order for "LASIX 20 MG TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/11/2099" and a 'Stop Date' of "01/20/2099".
  91. Click [Sign].
  92. Validate an 'Interactions' dialog is displayed.
  93. Override all interactions and click [Save Override and Exit].
  94. Validate the 'Order grid' contains the new orders for:
  95. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "01/13/2099" and a 'Stop Date' of "01/24/2099".
  96. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/11/2099" and a 'Stop Date' of "01/20/2099".
  97. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/05/2099" and a 'Stop Date' of "01/10/2099".
  98. Select the original orders for "HUMALOG", "LASIX" and "KADIAN" that have a 'Start Date' of "01/01/2099" and click [Copy].
  99. Validate a message is displayed stating: "Do you want the new orders to default to START AFTER the original orders end? (The alternative is to have the new orders default to start now.)".
  100. Click [No].
  101. Validate the 'Scratchpad' contains an order for "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION AS NEEDED" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/12/2099".
  102. Validate that the 'Scratchpad' contains the order for "KADIAN 100 MG CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/05/2099".
  103. Validate the 'Scratchpad' contains an order for "LASIX 20 MG TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  104. Click [Sign].
  105. Validate an 'Interactions' dialog is displayed.
  106. Override all interactions and click [Save Override and Exit].
  107. Validate the 'Order grid' contains the following orders:
  108. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/12/2099".
  109. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  110. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/05/2099".
  111. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "01/13/2099" and a 'Stop Date' of "01/24/2099".
  112. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/11/2099" and a 'Stop Date' of "01/20/2099".
  113. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/05/2099" and a 'Stop Date' of "01/10/2099".
  114. "PREDNISONE 20 MG ORAL 1 Tablet, Daily" with 'Addl Instructions' of "Step 3 of 3 steps", a 'Start Date' of "01/07/2099" and a 'Stop Date' of "01/09/2099".
  115. "PREDNISONE 20 MG ORAL 2 Tablet, TWICE A DAY" with 'Addl Instructions' of "Step 2 of 3 steps", a 'Start Date' of "01/04/2099" and a 'Stop Date' of "01/06/2099".
  116. "PREDNISONE 20 MG ORAL 3 Tablet, 3 TIMES A DAY" with 'Addl Instructions' of "Step 1 of 3 steps", a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/03/2099".
  117. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/05/2099".
  118. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  119. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/12/2099".
  120. Select "Client B" and access the Order Entry Console.
  121. Search for and select "KLONOPIN 1 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
  122. Set the 'Dose' field to "1".
  123. Select "Tablet" in the 'Dose Unit' field.
  124. Select "TWICE A DAY" in the 'Freq' field.
  125. Click [Add to Scratchpad]
  126. Validate the 'Scratchpad' contains the order for "KLONOPIN 1 MG TABLET (Schedule IV) 1 Tablet, TWICE A DAY"
  127. Validate that the 'Episode' field contains "Episode #3" and that it is for a 'Pre-admit' program.
  128. Click the 'Home Medications' tab.
  129. Click the 'Orders This Episode' tab.
  130. Validate the 'Scratchpad' contains the order for "KLONOPIN 1 MG TABLET (Schedule IV) 1 Tablet, TWICE A DAY"
  131. Validate that the 'Episode' field contains "Episode #3" and that it is for a 'Pre-admit' program.
  132. Select "Client A".
  133. Select "Client B".
  134. Click the 'Admission Med Reconciliation' tab.
  135. Click the 'Orders This Episode' tab.
  136. Validate the 'Scratchpad' contains the order for "KLONOPIN 1 MG TABLET (Schedule IV) 1 Tablet, TWICE A DAY"
  137. Validate that the 'Episode' field contains "Episode #3" and that it is for a 'Pre-admit' program.
  138. Select "Episode #2" in the 'Episode' field, which is an 'Inpatient' program.
  139. Validate the 'Scratchpad' does not contain the order for "KLONOPIN 1 MG TABLET (Schedule IV) 1 Tablet, TWICE A DAY"
  140. Select "Client A" and click the 'Admission Med Reconciliation' tab.
  141. Validate the 'Inpatient Medications Scratchpad' contains the following orders:
  142. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "Upon Activation".
  143. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "Upon Activation".
  144. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "Upon Activation".
  145. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "Upon Activation".
  146. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "Upon Activation".
  147. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "Upon Activation".
  148. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "Upon Activation".
  149. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "Upon Activation".
  150. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "Upon Activation".
  151. "PREDNISONE 20 MG ORAL 1 Tablet, Daily" with 'Addl Instructions' of "Step 3 of 3 steps", a 'Start Date' of "Upon Activation".
  152. "PREDNISONE 20 MG ORAL 2 Tablet, TWICE A DAY" with 'Addl Instructions' of "Step 2 of 3 steps", a 'Start Date' of "Upon Activation".
  153. "PREDNISONE 20 MG ORAL 3 Tablet, 3 TIMES A DAY" with 'Addl Instructions' of "Step 1 of 3 steps", a 'Start Date' of "Upon Activation".
  154. Verify that [Finalize for Admission] is displayed.
  155. Click the 'Home Medications' tab.
  156. Select any other client.
  157. Select "Client A" and click the 'Admission Med Reconciliation' tab.
  158. Verify that [Finalize for Admission] is displayed.
  159. Access the 'Admission' form for "Client A"
  160. Select an 'Inpatient' program in the 'Program' field.
  161. Fill out all required fields and click [Submit].
  162. Validate that "Client A" is selected and access the Order Entry Console.
  163. Click the 'Admission Med Reconciliation' tab.
  164. Verify that [Activate for Reconciliation] is displayed.
  165. Click [Activate for Reconciliation].
  166. Validate that the 'Admission Med Reconciliation' tab is in view-only mode.
  167. Click the 'Orders This Episode' tab.
  168. Click [Refresh].
  169. Verify that [Activate] is displayed.
  170. Validate the 'Order grid' contains the following orders:
  171. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/12/2099".
  172. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  173. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/05/2099".
  174. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "01/13/2099" and a 'Stop Date' of "01/24/2099".
  175. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/11/2099" and a 'Stop Date' of "01/20/2099".
  176. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/05/2099" and a 'Stop Date' of "01/10/2099".
  177. "PREDNISONE 20 MG ORAL 1 Tablet, Daily" with 'Addl Instructions' of "Step 3 of 3 steps", a 'Start Date' of "01/07/2099" and a 'Stop Date' of "01/09/2099".
  178. "PREDNISONE 20 MG ORAL 2 Tablet, TWICE A DAY" with 'Addl Instructions' of "Step 2 of 3 steps", a 'Start Date' of "01/04/2099" and a 'Stop Date' of "01/06/2099".
  179. "PREDNISONE 20 MG ORAL 3 Tablet, 3 TIMES A DAY" with 'Addl Instructions' of "Step 1 of 3 steps", a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/03/2099".
  180. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/05/2099".
  181. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/10/2099".
  182. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of "01/01/2099" and a 'Stop Date' of "01/12/2099".
  183. Click [Activate].
  184. Validate the 'Order grid' contains the following orders:
  185. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of the current date and a 'Stop Date' that is 12 days in the future of the 'Start Date'.
  186. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of the current date and a 'Stop Date' that is 10 days in the future of the 'Start Date'.
  187. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" of the current date and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
  188. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' that is one minute after the original orders 'Start Date' and a 'Stop Date' that is 12 days in the future of the 'Start Date'.
  189. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' that is one minute after the original orders 'Start Date' and a 'Stop Date' that is 10 days in the future of the 'Start Date'.
  190. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" with a 'Start Date 'that is one minute after the original orders 'Start Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
  191. "PREDNISONE 20 MG ORAL 1 Tablet, Daily" with 'Addl Instructions' of "Step 3 of 3 steps", a 'Start Date' that is one day after Step 2 of the 'Taper/titrate' order and a 'Stop Date' that is 2 days in the future of the 'Start Date'.
  192. "PREDNISONE 20 MG ORAL 2 Tablet, TWICE A DAY" with 'Addl Instructions' of "Step 2 of 3 steps", a 'Start Date' that is one day after Step 1 of the 'Taper/titrate' order and a 'Stop Date' that is 2 days in the future of the 'Start Date'.
  193. "PREDNISONE 20 MG ORAL 3 Tablet, 3 TIMES A DAY" with 'Addl Instructions' of "Step 1 of 3 steps", a 'Start Date' of the current date and a 'Stop Date' that is 2 days in the future of the 'Start Date'.
  194. "KADIAN 100 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)1 Tablet, TWICE A DAY" of the current date and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
  195. "LASIX 20 MG ORAL TABLET1 Tablet, TWICE A DAY" with a 'Start Date' of the current date and a 'Stop Date' that is 10 days in the future of the 'Start Date'.
  196. "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION, AS NEEDED" with a 'Start Date' of the current date and a 'Stop Date' that is 12 days in the future of the 'Start Date'.
  197. Access 'Avatar eMAR' for the selected client.
  198. Validate the 'Order Details' cell for an order for "HUMALOG" displays the 'Sliding Scale Insulin Instructions' in a grid.
Topics
• Avatar eMAR • NX • Order Entry Console
Avatar eMAR - Barcode scanning half dose
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
  • Order Entry Console
Scenario 1: Avatar eMAR - barcode scanning for a half dose
Specific Setup:
  • A barcode must exist for "PREDNISONE 1 MG TABLET ORAL"
  • 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 "PREDNISONE 1 MG TABLET ORAL" from the New Order field.
  3. Set the 'Dose' field to "0.5".
  4. Select "Tablet" from the 'Dose Unit' field.
  5. Select "Twice a Day" from the 'Freq' field.
  6. Set the Duration field to "12" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "PREDNISONE 1 MG ORAL TABLET .5 MG, TWICE A DAY".
  9. Select the 'eMAR' widget.
  10. Validate the order for "PREDNISONE" is displayed with hours of administration under the current date.
  11. Scan the barcode for "PREDNISONE 1 MG TABLET ORAL".
  12. Validate a message is displayed stating: "Total dose scanned exceeds ordered dose for PREDNISONE 1 MG TABLET (Order #: ####) on current date at current time. Do you wish to continue with the selection?" and click [OK].
  13. Click [Administer].
  14. Validate the [View - Warning] contains a red flag.
  15. Select any successful administration event from the 'Administration Event' field.
  16. Click [View - Warning].
  17. Validate the cell selected via barcode scan contains the amount given, the 'Administration Time', and contains a warning indicator.
  18. Click the 'Accept administration information entered' checkbox and click [OK].
  19. Validate the cell selected via barcode scan displays "1 MG current time" with a warning icon.
Topics
• Avatar eMAR
Avatar eMAR - Recollect One-Time-Only Orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
  • Orders This Episode
Scenario 1: Avatar eMAR - Recollect on One-Time-Only lab-type order
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Enable Specimen Collection Events' registry setting must be set to "Y"
  • Please log out of the application and log back in after completing the above configuration
  • A lab-type order code must exist. (Lab Code A)
  • 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. Search for and select "Lab Code A" from the 'New Order' field.
  3. Select "ONE TIME ONLY" from the Frequency field.
  4. Select "Lab Vendor Staff will Collect" from the 'Specimen Collection' field.
  5. Set the 'Duration' field to "48" and click [Hours].
  6. Click [Add to Scratchpad] and [Sign].
  7. Validate the 'Order grid' contains an order for "Lab code A ONE TIME ONLY, Lab Vendor Staff will Collect".
  8. Access Avatar eMAR.
  9. Validate that the order for "Lab Code A" is displayed.
  10. Click the 'Lab Orders' tab.
  11. Double click on the available administration cell.
  12. Validate the 'Order Acknowledgement' dialog displays and click [OK].
  13. Validate the 'Client Education' dialog displays.
  14. Select "Yes" from the 'Education Performed' field and click [OK].
  15. Select any collection event from the 'Collection Event' field.
  16. Click the 'Accept administration information entered' checkbox.
  17. Click [OK].
  18. Validate the cell selected displays the collection time.
  19. A Specimen Rejection is sent to myAvatar.
  20. Validate "Client A" is selected and access the 'eMAR' widget.
  21. Click [Refresh].
  22. Validate a red "R" icon displays for the cell administered.
  23. Right click in the administered cell.
  24. Validate "Recollect" is displayed.
  25. Click 'Recollect'.
  26. Validate the correct information is displayed in the 'Record Recollection' dialog.
  27. Click [Submit Recollection].
  28. Validate the administered cell displays the current time.
Topics
• Avatar eMAR
My Clients - selected client
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Dynamic Form - Admission - Client
Scenario 1: Validate the selected client remains in context when opening, closing or submitting a form
Specific Setup:
  • Have a user [UserA] who is a Staff member
  • [UserA] has active clients [Client A] and [ClientB] currently on their caseload
  • [UserA] has the 'My Clients' widget and a client based widget [WidgetA] on their home view. For this test the "Client Information" widget is used
  • [UserA] has a "Console View" [ConsoleA] set up on their home view that also has the 'My Clients' widget and a client based widget [WidgetB] on it. For this test the "Client Episodes" widget is used
  • [UserA] has access to a client based form [FormA]. For example "Update Client Data"
  • Have another user [UserB], who has access to the "Admissions" form
  • Both users are logged in
Steps
  1. [UserA], searches and selects [ClientA] in the 'My Clients' widget
  2. Validates [ClientA] is currently selected highlighted in the widget
  3. Validates [WidgetA] reflects the information for [ClientA] as expected
  4. [UserA] launches [FormA]
  5. Clicks back to the home view
  6. Validates [ClientA] is still currently selected highlighted in the 'My Clients' widget
  7. Validates [WidgetA] reflects the information for [ClientA] as expected
  8. [UserA] closes [FormA]
  9. Validates [ClientA] is still currently selected highlighted in the 'My Clients' widget
  10. Validates [WidgetA] reflects the information for [ClientA] as expected
  11. [UserA] launches [FormA]
  12. [UserA] submits [FormA]
  13. Validates [ClientA] is still currently selected highlighted in the 'My Clients' widget
  14. Validates [WidgetA] reflects the information for [ClientA] as expected
  15. [UserA] selects the "Console View" on his home view
  16. [UserA] selects [ClientB]
  17. Validates [ClientB] is currently selected highlighted in the'My Clients' widget
  18. Validates [WidgetB] reflects the information for [ClientB] as expected
  19. [UserB], opens the "Admissions" form and clicks to add a new client [ClientC]
  20. [UserB], assigns [UserA] as the staff member in the "Attending Practitioner" field
  21. Assigns [UserA] as the staff member in the "Attending Practitioner" field
  22. [UserA] validates [ClientC] is now added to the "My Clients" widget but is not selected
  23. [UserA] validates [ClientB] is still the selected and highlighted client in the "My Clients" widget
  24. [UserA] validates [WidgetA] still reflects the information for [ClientB] as expected
Topics
• Client Data Bar • NX • Widgets
Client Name Display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chart
Scenario 1: Validate client name display in the "My Clients" widget and "Chart" view header
Specific Setup:
  • Have a client with just first and last name defined. [ClientA]
  • Have a client with first name, last name and middle name defined. [ClientB]
  • Have a client with first name, middle name, last name and a suffix defined. [ClientC]
  • Have a client with a prefix, first name, middle name,last name and a suffix defined. [ClientD]
  • Have the "My Clients" widget on a user's [UserA] home view
  • Have a client based form available for testing. For example "Update Client Data" [FormA]
  • Have [FormA] added to the users home view
Steps
  1. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientA]
  2. Validate the selected clients first and last name are displayed in the "My Clients" widget client list, as expected
  3. Right-click on the clients name and click to display the clients chart
  4. Validate the name in the client chart header displays clients first and last name, as expected
  5. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  6. Click back to the home view
  7. Search and open [FormA]
  8. Validate the name in the client header displays clients first and last name, as expected
  9. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their last name(in uppercase)
  10. Close or submit [FormA]
  11. Validate the name in the client header displays clients first and last name, as expected
  12. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their last name(in uppercase)
  13. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientB]
  14. Validate the selected clients first, middle and last name are displayed in the "My Clients" widget client list, as expected
  15. Right-click on the clients name and click to display the clients chart
  16. Validate the name in the client chart header displays clients first, middle and last name, as expected
  17. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
  18. Click back to the home view
  19. Search and open [FormA]
  20. Validate the name in the client header displays clients first, middle and last name, as expected
  21. Validate the "Tab" above the client header, displays the client first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
  22. Close or submit [FormA]
  23. Validate the name in the client header displays clients first, middle and last name, as expected
  24. Validate the "Tab" above the client header, displays the clients first name followed by the first initial of their middle name(in uppercase) and the first initial of their last name(in uppercase)
  25. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientC]
  26. Validate the selected clients first, middle, last name and suffix(in uppercase letters) are displayed in the "My Clients" widget client list
  27. Right-click on the clients name and click to display the clients chart
  28. Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
  29. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  30. Click back to the home view
  31. Search and open [FormA]
  32. Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
  33. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  34. Close or submit [FormA]
  35. Validate the name in the client chart header displays the clients first, middle, last name and suffix(in uppercase letters)
  36. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  37. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientD]
  38. Validate the selected clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters) are displayed in the "My Clients" widget client list
  39. Right-click on the clients name and click to display the clients chart
  40. Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
  41. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  42. Click back to the home view
  43. Search and open [FormA]
  44. Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
  45. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
  46. Close or submit [FormA]
  47. Validate the name in the client chart header displays the clients prefix(in uppercase letters), first name, middle name, last name and suffix(in uppercase letters)
  48. Validate the "Tab" above the client header, displays the clients first name, first initial of their middle name(in uppercase), first initial of their last name(in uppercase)
Topics
• Client Banner • NX
'Treatment Plan' document routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A).
  • A staff member with an apostrophe in their name is used to test routing. (Staff Member A).
  • For full regression testing, file a treatment plan by a user with an apostrophe in the 'User Description' field of the 'User Definition' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Set the 'Plan Date' field to the current date.
  4. Select any value in the 'Plan Type' field.
  5. Select any value from 'Problem List'.
  6. Navigate to another view or open a form.
  7. Navigate back to the 'Treatment Plan' form and validate that all data appears as expected in the 'Problem List' grid.
  8. Click [New Row].
  9. Select any value from the 'Role' field in the 'Participation' section.
  10. Select 'Staff ID' and enter "Staff Member A".
  11. Validate that the selected staff member's name displays in the 'Participant Name' field.
  12. Select any value from the 'Plan Author' field.
  13. Select any value from the 'Notification' field,
  14. Add multiple staff members as needed.
  15. Enter any value in the 'Strengths' field.
  16. Enter any value in the 'Weakness' field.
  17. Enter any value in the 'Discharge Planning' field.
  18. Select "Draft" in the 'Draft/Final' field.
  19. Click [Launch Plan].
  20. Select the problem from the 'Tree View'.
  21. Select any value from the Status field.
  22. Click [Add New Goal].
  23. Enter any value (a large amount of data) in the 'Goal' field.
  24. Validate that the data wraps correctly and displays as expected.
  25. Select any value from the Status field.
  26. Click [Add New Objective].
  27. Enter any value (a large amount of data) in the 'Objective' field.
  28. Validate that the data wraps correctly and displays as expected.
  29. Select any value from the Status field.
  30. Click [Add New Intervention].
  31. Enter any value in the 'Intervention' field.
  32. Select any value from the Status field.
  33. Click [Return to Plan].
  34. Select "Final" in the 'Draft/Final' field.
  35. Click [Submit] and [Sign].
  36. Enter your password in the 'Enter Password' field and click [Verify].
  37. In 'Route Document To' set 'Supervisor' to "Staff Member A" and click [Add].
  38. Click [Submit]
Topics
• NX
Spreadsheet Batch Remittance Posting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Posting/Adjustment Codes Definition
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Validate the excluded posting code is not included in the 'Payment Code' dropdown list.
Specific Setup:
  • An existing client with an active episode is identified (Client A).
  • Services are posted for 'Client A' and Liability is ready for remittance.
  • Posting codes are setup to 'Exclude Guarantors' in the 'Posting/Adjustment Codes Definition' form.
  • The user has access to the 'Spreadsheet Batch Remittance' form.
Steps
  1. Access the 'Spreadsheet Batch Remittance Posting' form.
  2. Click the 'Create Batch' field.
  3. Enter the 'desired value' in the 'Batch Description' field.
  4. Select the 'desired value' in 'Default Payment Code' field.
  5. Set 'Posting Date' to current date.
  6. Set 'Date Of Receipt' to current date.
  7. Click [Launch Work Screen].
  8. Select "Client A" in the 'Client' field.
  9. Select the 'desired episode'.
  10. Validate there is Liability to be remitted against.
  11. Select the "excluded" guarantor from the 'Payor' field.
  12. Enter the 'desired value' in the 'Payment Amount' field.
  13. Double Click the 'Payment Code' field and validate it does not contain the "excluded" payment code.
  14. Click [Cancel].
  15. Click [Yes].
  16. [Close Form].
  17. Click [Yes].
Topics
• Spreadsheet Remittance Posting
User Defined Text Templates
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Defined Templates
Scenario 1: Validate "User Defined" templates used in "Site Specific" scrolling text fields
Specific Setup:
  • Enable the registry setting "Enable Templates on Demand for SQL Widgets".
  • Have two "Site Specific Scrolling Text" fields added to any progress note form using "Site Specific Section Modeling". [FieldA] and [FieldB]
  • Set scrolling text field [FieldA] as initially enabled
  • Set scrolling text field [FieldB] as initially disabled
Steps
  1. Open [FormA]
  2. Validate Scrolling text field [FieldA] is enabled
  3. Validate Scrolling text field [FieldB] is disabled
  4. Right-Click in scrolling text field [FieldA]
  5. Click on "User Defined Templates" from the menu.
  6. Click on "Manage".
  7. On the "Create Template" screen populate the "Group Name" field, enter a group name
  8. Click [Add]
  9. Validate the new group is populated in the "My Templates" section
  10. In the "Template Name" field enter a name for the template
  11. In the "Template" input box, type in any desired text and drag in any desired fields from the "Available" fields panel.
  12. Click [Preview]
  13. Validate the template results are as expected
  14. Click [OK]
  15. Click [Add].
  16. Validate the new template is displayed under the "My Templates" menu under the group name added in step 8
  17. Click [Save].
  18. Right-click on the disabled [FieldB] text box
  19. Validate the right-click menu does not contain a menu selection "User Defined Templates"
  20. Right-click on the enabled [FieldA] text box
  21. Validate the right-click menu contains a menu selection called "User Defined Templates"
  22. Click on "User Defined Templates"
  23. Click on name of the template name added in step 15
  24. Validate the text and field values defined in the template are displayed in the [FieldA] text field, as expected.
  25. Validate text field [FieldB] has remained disabled and unpopulated
  26. Populate other desired fields on the form and submit the form
  27. Return to the form and edit the row just submitted
  28. Validate the text and field values populated in the [FieldA], are as expected
Topics
• NX • Site Specific Section Modeling
User- defined report
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Report Definition Deletion (PM)
  • Report Definition Export
  • Report Definition Import (PM)
Scenario 1: "Report Definition" - functionality and validations
Specific Setup:
  • Have access to the form "Report Definition" in the Avatar "PM" and in all other child namespaces. For example "CWS"
  • Have existing "Crystal Report(s)" that can be used in the "Report Definition" form, for each namespace
Steps
  1. In Avatar PM, open form "Report Definition"
  2. Click [New Avatar PM Report]
  3. Populate the "Report Name" field
  4. Click [Select Report]
  5. In the "Windows Explorer" window, navigate to the directory that contains the report that will be generated in the form
  6. Click [Save]
  7. Click to the "Report Parameters" section
  8. Click [Add New Item] in the "Report Parameters" grid to add the parameters needed to run the report. For example "PATID" and "Episode"
  9. Click [Submit]
  10. Validate the form files successfully
  11. Repeat steps 1 thru 10 to create a report definition for each child namespace
  12. Click the "Refresh" menu button on the home view
  13. Search for the "PM" report definition form in the "Search Forms" field
  14. Click to open the report
  15. Populate all parameter fields
  16. Click [Process]
  17. Validate the report generates and is displayed
  18. Validate the data displayed on the report is as expected
  19. Repeat steps 13 thru 17 for the report definitions created in each child namespace
  20. Validate results are as expected
  21. Open form "Report Definition Export" in the "PM" namespace
  22. In the "Select Avatar PM Report" field, enter the name of the report just created
  23. Click [Begin Export]
  24. In the "Windows Explorer" window, navigate to the directory where the export file will be saved
  25. Click [Save]
  26. Validate the export file is created successfully
  27. Open form "Report Definition Deletion"
  28. In the "Select Avatar PM Report" field, enter the name of the report just exported
  29. Click the "Yes" checkbox
  30. Click [Submit]
  31. Validate submission is successful
  32. Open form "Report Definition Import" in the "PM" namespace
  33. Click [Select Report Import File]
  34. In the "Windows Explorer" window, navigate to the directory where the report "PM" export file was saved
  35. Select the file
  36. Click [Save]
  37. Click the "Create New" radio button
  38. Click [Begin Import Scan]
  39. Click [Begin Import]
  40. Validate message "Import Complete" is displayed
  41. Repeat steps 21 thru 41 for the report definitions created in the child namespaces
  42. Validate results are as expected
Topics
• Query/Reporting
Document Routing - routing a document
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
Scenario 1: Progress Notes (Group and Individual) - File an independent note with document routing enabled
Specific Setup:
  • RADplus 2021 Update 80 must be installed to utilize full functionality.
  • Document Routing must be enabled on the 'Progress Notes (Group and Individual)' form with the 'Approver Required', 'Allow Notifications When Final', and 'Acknowledgments Allowed' fields set to "Yes" and all 'Approver List Defaults', 'Notification List Defaults', and 'Acknowledgement List Defaults' values checked.
  • A client must each be enrolled in an existing episode (Client A).
Steps
  1. Access the “Progress Notes (Group and Individual)” form.
  2. Search for and select “Client A” in the ‘Select Client’ field.
  3. Select an episode in the ‘Select Episode’ field.
  4. Select "Independent Note" in the ‘Progress Note For’ field.
  5. Select a note type in the ‘Note Type’ field.
  6. Enter any value in the ‘Notes Field’ field.
  7. Select "Final" in the ‘Draft/Final’ field and click [File Note].
  8. Validate an 'Individual Progress Notes' report is displayed and click [Accept and Route].
  9. Validate the ‘Verify Password’ dialog is displayed.
  10. Enter the password that is associated with the user and click [OK]
  11. Validate the ‘Route Document To’ dialog is displayed.
  12. Validate the ‘Route Document To - Add Approver’ field is displayed.
  13. Validate the ‘Route Document To - Add Users to Notify When Final’ field is displayed.
  14. Validate the ‘Route Document To - Add Members to Acknowledge’ field is displayed.
  15. Select the user who is currently logged into the application in the ‘Route Document To – Results’ field and click [Submit].
  16. Validate a Progress Notes message is displayed stating: “Note Filed”.
  17. Click [OK] and close the form.
  18. Double click “Client A” in the ‘My Clients’ widget.
  19. Select the 'Progress Notes (Group and Individual)' form in the client’s Chart View.
  20. Select the episode for which the note was filed for in the 'Episode' tab.
  21. Validate the note filed is displayed.
Topics
• Progress Notes
Avatar eMAR - Hours of Administration cell indicators
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
Scenario 1: Avatar eMAR - Larger indicators in cells with administration times
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Allow Administration Events For # Of Minutes From Scheduled Time' registry setting must be set to "60"
  • Please log out of the application and 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.
  • A frequency code must exist that has hours of administration of "0900", "1400", and "2100". (3 TIMES A DAY)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ACETAMINOPHEN 325 MG TABLET, CHEWABLE ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "2".
  4. Select "Tablet" from the 'Dose Unit' field.
  5. Select "3 TIMES A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "12" and click [Days].
  7. Set the 'Start Time' field to "12:00 AM".
  8. Click [Add to Scratchpad] and [Sign].
  9. Access the eMAR widget.
  10. Validate an order for "Acetaminophen" is displayed with hours of administration under the current date.
  11. Right click on the first cell under the current date and select 'Reschedule'.
  12. Select a time more than 60 minutes prior to the current time from the 'New Scheduled Time' field and click [Save].
  13. Right click on the second administration cell under the current date and click [Reschedule].
  14. Select a time less than 60 minutes prior to the current time from the 'New Scheduled Time' field and click [Save].
  15. Select the third administration cell under the current date and click [Reschedule].
  16. Select any time within 60 minutes after the current time from the 'New Scheduled Time' field and click [Save].
  17. Validate the first administration cell under the current date has a red indicator.
  18. Validate the second administration cell under the current date has a yellow indicator.
  19. Validate the third administration cell under the current date had a green indicator.
Topics
• Avatar eMAR
Order Entry Console - Home Medications - Create Additional Orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
Scenario 1: OE NX - Home Medications - Create Additional Orders
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox unchecked 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 outpatient episode whose program is not mapped to an OrderConnect Agency in the 'OrderConnect Facility/Agency Definition' form.
  • "Client A" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Search for and select "Adderall 10 MG Tablet Oral (Schedule II)" in the 'New Order' field.
  4. Set the 'Dose' field to "2".
  5. Validate the 'Dose Unit' field contains "Tablet".
  6. Select "TWICE A DAY" from the ‘Frequency’ field.
  7. Set the ‘Days Supply’ field to "23" and press Tab.
  8. Validate the ‘Dispense Qty’ field is equal to "92".
  9. Validate the 'Dispense Qty Unit' field contains "Tablet".
  10. Set the ‘Create Additional Orders’ field to "3" and press Tab.
  11. Validate a warning dialog is displayed that contains: "You cannot create more than two additional orders." and click [OK].
  12. Set the ‘Create Additional Orders’ field to "1" and press Tab.
  13. Validate the 'Directions' field is contains "Take two (2) tablets as directed twice a day".
  14. Set the 'Directions field' to "Take two (2) tablets by mouth twice a day <<<Test>>>&"""Test"""&'''Test'''".
  15. Click [Add to Scratchpad].
  16. Validate the 'Scratchpad' contains two orders for "Adderall 10 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day <<<Test>>>&"""Test"""&'''Test''' (Refills: 0)".
  17. Click [Final Review].
  18. Validate the 'Interactions' dialog is displayed.
  19. Override all interactions and click [Save Override and Exit].
  20. Validate the 'Final Review' dialog is displayed and click [Sign].
  21. Validate the 'Order grid' contains two orders for "Adderall 10 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day <<<Test>>>&"""Test"""&'''Test''' (Refills: 0)".
  22. Select the first order for "Adderall 10 MG Tablet Oral" in the 'Order grid' and click [Reorder].
  23. Validate the 'Dose' field is equal to "2"
  24. Validate the 'Dose Unit' field is equal to "Tablet"
  25. Validate the 'Frequency' field is equal to "TWICE A DAY"
  26. Validate the 'Days Supply' field is equal to "23"
  27. Validate the 'Dispense Qty' field is equal to "92"
  28. Validate the 'Dispense Qty Unit' field is equal to "Tablet"
  29. Set the 'Create Additional Orders' field to "1"
  30. Click [Add to Scratchpad]
  31. Validate the 'Scratchpad' contains two orders for "Adderall 10 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day <<<Test>>>&"""Test"""&'''Test''' (Refills: 0)".
  32. Click [Final Review].
  33. Validate the Interactions dialog is displayed.
  34. Override all interactions and click [Save Override and Exit] and [Sign].
  35. Validate the 'Order grid' contains three orders for "Adderall 10 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day <<<Test>>>&"""Test"""&'''Test''' (Refills: 0)".
Topics
• NX • Order Entry Console
Directions with special characters (<,>,&,",') display in the 'Scratchpad'.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Home Medications
Scenario 1: OE NX - Discharge Med Reconciliation - New Schedule III Order - Xyrem
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. Access the 'Discharge Med Reconciliation' tab.
  3. Search for and select "Xyrem 500 MG/1 ML Solution Oral (Schedule III)" in the 'New Order' field.
  4. Set the 'Dose' field to "2".
  5. Select the "TWICE A DAY" in the 'Frequency' field.
  6. Select "Milliliter" from the 'Dose Unit' field.
  7. Set the 'Days Supply' field to "12".
  8. Set the 'Dispense Qty Unit' field to "milliliter".
  9. Set the 'reason' field to "testing".
  10. Validate the 'Directions field' contains "Take two (2) milliliters by mouth twice a day".
  11. Set the 'Directions' field to "Take two (2) milliliters as directed twice a day <<<Test>>>&"""Test"""&'''Test'''".
  12. Click [Add to Scratchpad].
  13. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Xyrem 500 MG/1 ML Solution Oral 500 MG/1 ML Solution (Schedule III)Take two (2) milliliters by mouth twice a day <<<Test>>>&"""Test"""&'''Test''' (Refills: 0)".
  14. Click [Review and Sign].
  15. Validate the 'Final Review' dialog is displayed.
  16. Click [Sign].
  17. Select the order "Xyrem 500 MG/1 ML Solution Oral 500 MG/1 ML Solution (Schedule III)Take two (2) milliliters by mouth twice a day <<<Test>>>&"""Test"""&'''Test''' (Refills: 0)" from the order grid.
  18. Click [D/C] and [Add to Scratchpad].
  19. Click [Final Review].
  20. Validate the 'Final Review' dialog is displayed.
  21. Click [Sign].
  22. Validate the 'Discharge Med Reconciliation' tab is in view-only mode.
Scenario 2: OE NX - Home Medications - Create Additional Orders
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox unchecked 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 outpatient episode whose program is not mapped to an OrderConnect Agency in the 'OrderConnect Facility/Agency Definition' form.
  • "Client A" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Search for and select "Adderall 10 MG Tablet Oral (Schedule II)" in the 'New Order' field.
  4. Set the 'Dose' field to "2".
  5. Validate the 'Dose Unit' field contains "Tablet".
  6. Select "TWICE A DAY" from the ‘Frequency’ field.
  7. Set the ‘Days Supply’ field to "23" and press Tab.
  8. Validate the ‘Dispense Qty’ field is equal to "92".
  9. Validate the 'Dispense Qty Unit' field contains "Tablet".
  10. Set the ‘Create Additional Orders’ field to "3" and press Tab.
  11. Validate a warning dialog is displayed that contains: "You cannot create more than two additional orders." and click [OK].
  12. Set the ‘Create Additional Orders’ field to "1" and press Tab.
  13. Validate the 'Directions' field is contains "Take two (2) tablets as directed twice a day".
  14. Set the 'Directions field' to "Take two (2) tablets by mouth twice a day <<<Test>>>&"""Test"""&'''Test'''".
  15. Click [Add to Scratchpad].
  16. Validate the 'Scratchpad' contains two orders for "Adderall 10 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day <<<Test>>>&"""Test"""&'''Test''' (Refills: 0)".
  17. Click [Final Review].
  18. Validate the 'Interactions' dialog is displayed.
  19. Override all interactions and click [Save Override and Exit].
  20. Validate the 'Final Review' dialog is displayed and click [Sign].
  21. Validate the 'Order grid' contains two orders for "Adderall 10 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day <<<Test>>>&"""Test"""&'''Test''' (Refills: 0)".
  22. Select the first order for "Adderall 10 MG Tablet Oral" in the 'Order grid' and click [Reorder].
  23. Validate the 'Dose' field is equal to "2"
  24. Validate the 'Dose Unit' field is equal to "Tablet"
  25. Validate the 'Frequency' field is equal to "TWICE A DAY"
  26. Validate the 'Days Supply' field is equal to "23"
  27. Validate the 'Dispense Qty' field is equal to "92"
  28. Validate the 'Dispense Qty Unit' field is equal to "Tablet"
  29. Set the 'Create Additional Orders' field to "1"
  30. Click [Add to Scratchpad]
  31. Validate the 'Scratchpad' contains two orders for "Adderall 10 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day <<<Test>>>&"""Test"""&'''Test''' (Refills: 0)".
  32. Click [Final Review].
  33. Validate the Interactions dialog is displayed.
  34. Override all interactions and click [Save Override and Exit] and [Sign].
  35. Validate the 'Order grid' contains three orders for "Adderall 10 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day <<<Test>>>&"""Test"""&'''Test''' (Refills: 0)".
Topics
• NX • Order Entry Console
Task List
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Task Associations
  • Task Definitions
  • Task List Dialog
Scenario 1: Task List - Task Definition that launches Modeled Form
Steps

A Task List User Guide will be available in the future.
Topics
• NX