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RADplus Client Update 2024.01.00.Build-3542 Acceptance Tests

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AV-47908 Summary | Details
Order Group with an order code with a default duration - external pharmacy mode with duration hidden
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Group Setup
  • Orders This Episode
Scenario 1: OE NX - Creating orders from an 'Order Group' with no default duration
Specific Setup:
  • An Order Group must exist that contains a pharmacy-type order code without any default duration. (Order Group A).
  • The 'Default Days Supply' field In the 'External Pharmacy Setup' form must contain a value of "28".
  • A client must have an active episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Set the 'New Order' field to "Order Group A".
  3. Validate the 'Order Group' dialog is displayed.
  4. Select the pharmacy-type order code.
  5. Validate the 'Duration' field contains "28" and click [Add to Scratchpad].
  6. Select the order in the 'Scratchpad'.
  7. Validate the 'Duration' field contains "28".
  8. Populate all required fields and click [Update Order] and [Final Review].
  9. Validate an 'Interactions' dialog is displayed.
  10. Override all interactions and click [Save Override and Exit].
  11. Validate the 'Final Review' dialog is displayed.
  12. Select "None" in 'Output' and click [Sign].
  13. Validate the ‘Order grid’ contains a new order.
Topics
• NX • Order Entry Console
AV-64743 Summary | Details
OE NX - Home Medications - Reported - Variable Dose - Scratchpad - Validate Order Direction
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 - Home Medications - Creating a variable dose order when "All Episodes" is selected in the Client header.
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 in the 'My Clients' widget
  2. Select "All Episodes" in the 'Client Header - Episode' field.
  3. Access the Order Entry Console.
  4. Click the Home Medications tab
  5. Search for and select "Adderall 30 MG Tablet Oral" in the 'New Order' field.
  6. Check the 'Variable Dose' checkbox
  7. Verify the 'Variable Dose' dialog is displayed.
  8. Set the 1st 'Dose' field to "2".
  9. Validate the 1st 'Dose Unit' field contains "Tablet".
  10. Select "IN THE MORNING" in the 1st 'Frequency' field.
  11. Set the 2nd 'Dose' field to "1".
  12. Validate the 2nd 'Dose Unit' field contains "Tablet".
  13. Select "At Noon" in the 2nd 'Frequency' field.
  14. Set the 3rd 'Dose' field to "2".
  15. Validate the 3rd 'Dose Unit' field contains "Tablet".
  16. Select "AT BEDTIME" in the 3rd 'Frequency' field.
  17. Click [Save].
  18. Select any value in the 'Diagnosis' field.
  19. Set the 'Days Supply' field to "28".
  20. Validate the 'Dispense Qty' field contains "140".
  21. Validate the 'Dispense Qty Unit' field contains "Tablet".
  22. Validate the 'Start Date' field contains the current date.
  23. Validate the 'Stop Date' field contains a date that is 28 days from the 'Start Date'.
  24. Validate the 'Directions' field contains "Take two (2) tablets by mouth every morning AND one (1) tablet at noon AND two (2) tablets at bedtime".
  25. Add an additional text value as "Additional testing data added" in the 'Directions' field after the default text value of "Take two (2) tablets by mouth daily AND one (1) tablet before meals and at bedtime AND two (2) tablets as needed."
  26. Click [Add to Scratchpad] and select the order in the Scratchpad.
  27. Validate the 'Directions' field still contains "Take two (2) tablets by mouth daily AND one (1) tablet before meals and at bedtime AND two (2) tablets as needed. Additional testing data added.".
  28. Click [Update Order] and [Final Review]
  29. Override any interactions that may occur.
  30. Verify the Final Review dialog is displayed.
  31. Select any value in the 'Prescriber' field.
  32. Click [Sign].
  33. Validate the Order grid contains the new order.
Scenario 2: OE NX - Home Medications - Reported - Variable Dose - New Order, Edit, Make Rx and Discontinue
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Validate the 'Client Reported' checkbox is checked.
  4. Search for and select "Lisinopril 30 MG Tablet Oral" in the 'New Order' field.
  5. Check the 'Variable Dose' checkbox.
  6. Validate the 'Variable Dose' dialog is displayed.
  7. Set the 1st 'Dose' field to "1".
  8. Validate the 1st 'Dose Unit' field contains "Tablet".
  9. Select "TWICE A DAY" in the 1st 'Frequency' field.
  10. Set the 2nd 'Dose' field to "2".
  11. Validate the 2nd 'Dose Unit' field contains "Tablet".
  12. Select "AS NEEDED" in the 2nd 'Frequency' field.
  13. Click [Save].
  14. Validate the 'Order grid' contains an order for "Lisinopril - 30 MG, TAB, PO Take one (1) tablet by mouth twice a day AND two (2) tablets as needed".
  15. Click [View] in the 'History' column.
  16. Validate the 'Order History' dialog is displayed.
  17. Validate the 'Entered On' field contains the current date and time the order was created and click [Close].
  18. Uncheck the 'Client Reported' checkbox.
  19. Select the "Lisinopril" order and click [Edit].
  20. Validate the 'Client Reported' checkbox is checked.
  21. Validate the 'Client Reported' checkbox is disabled.
  22. Validate the 'Variable Dose' checkbox is checked.
  23. Set the 'Stop Date' field to a date that is 10 days in the future of the current date and click [Save].
  24. Validate the 'Order grid' contains an order for "Lisinopril - 30 MG, TAB, PO Take one (1) tablet by mouth twice a day AND two (2) tablets as needed".
  25. Click [View] in the 'History' column.
  26. Validate the 'Order History' dialog is displayed.
  27. Validate the 'Entered On' field contains the current date and time the order was created and click [Close].
  28. Check the 'Client Reported' checkbox.
  29. Select the "Lisinopril" order and click [Make Rx].
  30. Validate the 'Client Reported' checkbox is unchecked.
  31. Validate the 'Variable Dose' checkbox is checked.
  32. Set the 'Days Supply' field to "12" and press Tab.
  33. Validate the 'Dispense Qty' field contains "48".
  34. Validate the 'Dispense Qty Unit' field contains "Tablet".
  35. Add addtional text value as "Additional instructions added testing" in the 'Directions' field after the default text value of "Take one (1) tablet by mouth twice a day AND two (2) tablets as needed."
  36. Click [Add to Scratchpad] and select the order in the Scratchpad.
  37. Validate the 'Directions' field still contains "Take one (1) tablet by mouth twice a day AND two (2) tablets as needed. Additional instructions added testing".
  38. Click [Update Order] and [Final Review].
  39. Validate the 'Final Review' dialog is displayed.
  40. Select "None" in the 'Output' column and click [Sign].
  41. Validate the 'Order grid' contains an order for "Lisinopril 30 MG ORAL Tablet Take one (1) tablet by mouth twice a day AND two (2) tablets as needed (Refills: 0, Disp. Qty: 48 Tablet)".
  42. Click [View] in the 'History' column.
  43. Validate the 'Order History' dialog is displayed.
  44. Validate the 'Entered On' field contains the current date and time the order was made a prescription and click [Close].
  45. Select the "Lisinopril" order and click [D/C].
  46. Click [Add to Scratchpad] and [Final Review].
  47. Validate the 'Final Review' dialog is displayed.
  48. Select "None" in the 'Output' column and click [Sign].
  49. Select "Discontinued" in the 'Status' field.
  50. Click [View] - in the 'History' column.
  51. Validate the 'Order History' dialog is displayed.
  52. Validate the 'Entered On' field contains the current date and time the order was made a prescription and click [Close].
Topics
• Order Entry Console
AV-66591 Summary | Details
OE NX - Orders This Episode - New lab-type order with One Time Only frequency code
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Dictionary Update (CWS)
  • Order Code Setup
  • Orders This Episode
  • Registry Settings (CWS)
Scenario 1: OE NX - Orders This Episode - New lab-type order with One Time Only frequency code (no hours of admin) with 'Default Dur of 1 for New OTO Orders' set to "YX"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX".
  • The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • A lab-type order code must not have a value selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select a lab-type order code.
  3. Select "One Time Only" in the 'Frequency' field
  4. Validate the 'Duration' field contains "1" and that [Days] is selected.
  5. Fill out all required fields and click [Add to Scratchpad] and [Sign]
  6. Validate the 'Order grid' contains the lab order.
Scenario 2: OE NX - Orders This Episode - New lab-type order with One Time Only frequency code (no hours of admin) with 'Default Dur of 1 for New OTO Orders' set to "NX"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX".
  • The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”.
  • Two lab-type order codes must exist.
  • One that has "No" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form (West Nile Virus Super Qual 2 (wnvsq2)).
  • One that has "Yes" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form (White Blood Cell Count (WBC)).
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select a lab-type order code (Lab Code A) in the 'New Order' field.
  3. Select "One Time Only" in the 'Frequency' field
  4. Validate the 'Duration' field contains no data and that [Days] is not selected.
  5. Fill out all required fields and click [Add to Scratchpad] and [Sign]
  6. Validate the 'Order grid' contains an order for "Lab Code A").
  7. Search for and select a lab-type order code (Lab Code B) in the 'New Order' field.
  8. Select "One Time Only" in the 'Frequency' field
  9. Validate the 'Duration' field contains "1" and that [Days] is selected.
  10. Fill out all required fields and click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains order's for "Lab Code A" and "Lab Code B".
Scenario 3: OE NX - Orders This Episode - Order Group with 2 lab-type orders codes and One Time Only Frequency codes with 'Default Dur of 1 for New OTO Orders' set to "NX"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "YX".
  • The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”.
  • Two lab-type order codes must exist.
  • One that has "No" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form (Lab Code A).
  • One that has "Yes" selected in the 'Default New One-Time-Only Orders To Duration Of 1 Day' field on the 'Order Code Setup' form (Lab Code B).
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • A 'Frequency Code' must exist that is set up for "One-Time-Only" and has no administration times. (One Time Only).
  • An Order Group must exist which contains 2 lab-type order codes "Lab Code A" and "Lab Code B" order codes. (Order Group A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Select "Lab Code A" and "Lab Code B".
  4. Validate the 'Frequency' field and the 'Duration' field for "Lab Code A" does not contain values.
  5. Validate the 'Frequency' field for "Lab Code B" contains "One Time Only" and the 'Duration' field contains "1" with [Days] selected.
  6. Set the 'Frequency' field for "Lab Code A" to "One Time Only".
  7. Validate the 'Duration' field contains no value.
  8. Set the 'Duration' field to any value and click [Add to Scratchpad] and [Sign].
  9. Validate the 'Order grid' contains an order for "Lab Code A" and "Lab Code B".
Topics
• NX • Order Entry Console
AV-79984 Summary | Details
Form Bundles
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Simultaneous Bundle
Scenario 1: Simultaneous Form Bundle Validation
Specific Setup:
  • Have two form bundles set a with the type of bundle set to "Simultaneous"
  • [BundleA] contains:
  • The first form [FormA] being the "Admission" form. Then followed by [FormB] and [FormC], which can be any other forms
  • [BundleB] contains:
  • The first form [FormA] being any "Episodic" type form. Then followed by [FormB] a "Non-Episodic" form and then [FormC] which is another "Episodic" form
  • [TestClient] is admitted in one or more active episodes
  • The logged in user has permission to access all forms contained in the bundles
Steps
  1. At the home view, select [TestClient]
  2. Open [BundleA]
  3. Validate the user is presented with [FormA] the "Admission" form and its ready for data entry
  4. Validate no other forms in the bundle have loaded yet in a tab. [Note: this is the expected behavior]
  5. Populate and submit the "Admissions" form
  6. Validate submission is successful
  7. Validate now that [FormB] and [FormC] have each loaded in a separate tab, as expected
  8. Click the tab for [FormB] and then quickly the tab for [FormC]
  9. Validate [FormC] will not load until [FormB] has fully loaded
  10. Click back to the tab for [FormB]
  11. Validate it has loaded and displays as expected
  12. Submit the form
  13. Validate the form submits successfully
  14. Now click the tab for [FormC]
  15. Validate [FormC] has loaded and displays as expected
  16. Submit the form
  17. Validate the form submits successfully
  18. Open [BundleB]
  19. Validate [FormA] the episodic form, is loaded at the episode selection screen
  20. Click the tab for [FormC] the second episodic form, while the form is loading....
  21. Click back to the tab for [FormA]
  22. Validate the user is able to select an episode and click to open the form
  23. Validate [FormA] loads and displays as expected
  24. Populate and submit the form
  25. Validate the form submits successfully
  26. Click back to the tab for [FormC]
  27. Validate [FormC] is loaded at the episode selection screen
  28. Click the tab for [FormB], while the form is loading.......
  29. Click back to the tab for [FormC]
  30. Validate the user is able to select an episode and click to open the form
  31. Validate [FormC] loads and displays as expected
  32. Submit the form
  33. Validate the form submits successfully
Topics
• Forms
AV-86731 Summary | Details
Document Routing - Transcriber and "Default Author"
Scenario 1: Document Routing - Validate Transcriber "Default Author" functionality
Specific Setup:
  • Have to users who are staff members, [StaffA] and [StaffB]
  • Both users have the "My To Do's" widget on their home view
  • [StaffA] is set with prompt "Transcriber" to "Yes" and has [StaffB] set as in the "Default Author" field
  • Have a form enabled for document routing [TestForm], that has prompt "Allow Transcriber" set to "Yes" in form "Document Routing Setup"
  • Log in as [StaffA]
Steps
  1. Access [TestForm] form
  2. Select any client [TestClient]
  3. Populate all desired fields
  4. Submit the form as "Final"
  5. At the "Select Author" dialog
  6. Validate the search field is populated with [StaffB]
  7. Clear the search field
  8. Click [Submit]
  9. Validate a message is displayed "An author must be selected'
  10. Click [OK]
  11. Back at the "Select Author" dialog
  12. Search and select [StaffB]
  13. Click [OK]
  14. Validate the form is submitted successfully
  15. Log out as [StaffA]
  16. Log in as [StaffB]
  17. Navigate to the "To Do's Widget"
  18. Locate the 'To Do' sent by [StaffA]
  19. Click [Approve Document]
  20. At the "Confirm Document" screen, click the [Respond] button. [Note: after responding, the row is set back to "Draft" status]
  21. Set the message text box, with the desired message to send to the Transcriber
  22. Click [OK]
  23. Log out as [StaffB]
  24. Log in as [StaffA]
  25. Navigate to the "To Do's Widget"
  26. Locate the response To Do sent by [StaffB]
  27. Click [Review To Do Item]
  28. Validate the response message sent by [StaffB] in step 3 is displayed
  29. Click the [Review] check box
  30. Submit the form
  31. Log out as [StaffA]
  32. Log in as [StaffB]
  33. Open [TestForm]
  34. Select the row submitted in step 1, which is now back to "Draft" status
  35. Set the form to "Final"
  36. At the "Confirm Document" screen
  37. Validate data is populated as expected
  38. Click [Accept]
  39. Validate the form submits successfully
Topics
• Document Routing
AV-88702 Summary | Details
OE NX - Home Medications - Create Additional Orders without Days Supply
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 and Reorder Additional Orders with Days Supply
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 "1" and press Tab.
  11. Validate the 'Directions' field is contains "Take two (2) tablets as directed twice a day".
  12. Click [Add to Scratchpad].
  13. Validate the 'Scratchpad' contains two orders for "Adderall 10 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day (Refills: 0)".
  14. Click [Final Review].
  15. Validate the 'Interactions' dialog is displayed.
  16. Override all interactions and click [Save Override and Exit].
  17. Validate the 'Final Review' dialog is displayed.
  18. Select "None" in the 'Output' field for both orders and click [Sign].
  19. Validate the 'Order grid' contains two orders for "Adderall 10 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day (Refills: 0)".
  20. Select the first order for "Adderall 10 MG Tablet Oral" in the 'Order grid' and click [Reorder].
  21. Validate the 'Dose' field is equal to "2"
  22. Validate the 'Dose Unit' field is equal to "Tablet"
  23. Validate the 'Frequency' field is equal to "TWICE A DAY"
  24. Validate the 'Days Supply' field is equal to "23"
  25. Validate the 'Dispense Qty' field is equal to "92"
  26. Validate the 'Dispense Qty Unit' field is equal to "Tablet"
  27. Set the 'Create Additional Orders' field to "1"
  28. Click [Add to Scratchpad]
  29. Validate the 'Scratchpad' contains two orders for "Adderall 10 MG Tablet Oral (Schedule II)Take two (2) tablets by mouth twice a day (Refills: 0)".
  30. Click [Final Review].
  31. Validate the Interactions dialog is displayed.
  32. Override all interactions and click [Save Override and Exit].
  33. Validate the 'Final Review' dialog is displayed.
  34. Select "None" in the 'Output' field for both orders and click [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 (Refills: 0)".
Scenario 2: OE NX - Home Medications - Create Additional Orders without Days Supply
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Do NOT require 'Days Supply' in the Order Entry Console' registry setting must be set to "HM".
  • 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 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 ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medication' tab.
  3. Search for and select "Adderall 12.5 MG Tablet Oral (Schedule II)" in the 'New Order' field.
  4. Populate all other required fields, ensuring the 'Frequency' field contains "3 TIMES A DAY" and the 'Stop Date' field contains a date that is 5 days in the future of the current date.
  5. Set the "Create Additional Orders" field to "2".
  6. Click [Add to Scratchpad].
  7. Validate the first order has a 'Start Date' of the current date and a 'Stop Date' of 5 days in the future of the current date.
  8. Validate the second order has a 'Start Date' that is the day after the first order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
  9. Validate the third order has a 'Start Date' that is the day after the second order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
  10. Select each order individually and validate the 'Stop Date' contains a date that is 5 days in the future of the order's 'Start Date'.
  11. Click [Final Review].
  12. Validate the ‘Interactions’ dialog is displayed.
  13. Override all interactions and click [Save Override and Exit].
  14. Validate the 'Final Review' dialog is displayed.
  15. Select "None" in the 'Output' field for each order and click [Sign].
  16. Validate the 'Order grid' contains three order's for "Adderall".
Scenario 3: OE NX - Home Medications - Interval, PRN, One Time Only - Create Additional Orders without Days Supply
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Do NOT require 'Days Supply' in the Order Entry Console' registry setting must be set to "HM".
  • 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 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 ‘Diagnosis’ form.
  • Frequency code must exist for Interval, PRN, One Time Only.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medication' tab.
  3. Search for and select "Adderall 5 MG Tablet Oral (Schedule II)" in the 'New Order' field.
  4. Populate all other required fields, ensuring the 'Frequency' field contains "AS NEEDED" and the 'Stop Date' field contains a date that is 5 days in the future of the current date.
  5. Set the "Create Additional Orders" field to "2".
  6. Click [Add to Scratchpad].
  7. Validate the first order has a 'Start Date' of the current date and a 'Stop Date' of 5 days in the future of the current date.
  8. Validate the second order has a 'Start Date' that is the day after the first order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
  9. Validate the third order has a 'Start Date' that is the day after the second order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
  10. Select each order individually and validate the 'Stop Date' contains a date that is 5 days in the future of the order's 'Start Date'.
  11. Click [Final Review].
  12. Validate the ‘Interactions’ dialog is displayed.
  13. Override all interactions and click [Save Override and Exit].
  14. Validate the 'Final Review' dialog is displayed.
  15. Select "None" in the 'Output' field for each order and click [Sign].
  16. Validate the 'Order grid' contains three orders for "Adderall 5 MG Tablet Oral (Schedule II)".
  17. Search for and select "Adderall 10 MG Tablet Oral (Schedule II)" in the 'New Order' field.
  18. Populate all other required fields, ensuring the 'Frequency' field contains "Every 2 Hours" and the 'Stop Date' field contains a date that is 5 days in the future of the current date.
  19. Set the "Create Additional Orders" field to "2".
  20. Click [Add to Scratchpad].
  21. Validate the first order has a 'Start Date' of the current date and a 'Stop Date' of 5 days in the future of the current date.
  22. Validate the second order has a 'Start Date' that is the day after the first order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
  23. Validate the third order has a 'Start Date' that is the day after the second order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
  24. Select each order individually and validate the 'Stop Date' contains a date that is 5 days in the future of the order's 'Start Date'.
  25. Click [Final Review].
  26. Validate the ‘Interactions’ dialog is displayed.
  27. Override all interactions and click [Save Override and Exit].
  28. Validate the 'Final Review' dialog is displayed.
  29. Select "None" in the 'Output' field for each order and click [Sign].
  30. Validate the 'Order grid' contains three orders for "Adderall 10 MG Tablet Oral (Schedule II)".
  31. Search for and select "Adderall 7.5 MG Tablet Oral (Schedule II)" in the 'New Order' field.
  32. Populate all other required fields, ensuring the 'Frequency' field contains "ONE TIME ONLY" and the 'Stop Date' field contains a date that is 5 days in the future of the current date.
  33. Set the "Create Additional Orders" field as "2".
  34. Click [Add to Scratchpad].
  35. Validate the first order has a 'Start Date' of the current date and a 'Stop Date' of 5 days in the future of the current date.
  36. Validate the second order has a 'Start Date' that is the day after the first order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
  37. Validate the third order has a 'Start Date' that is the day after the second order's 'Stop Date' and a 'Stop Date' that is 5 days in the future of the 'Start Date'.
  38. Select each order individually and validate the 'Stop Date' contains a date that is 5 days in the future of the order's 'Start Date'.
  39. Click [Final Review].
  40. Validate the ‘Interactions’ dialog is displayed.
  41. Override all interactions and click [Save Override and Exit].
  42. Validate the 'Final Review' dialog is displayed.
  43. Select "None" in the 'Output' field for each order and click [Sign].
  44. Validate the 'Order grid' contains three orders for "Adderall 7.5 MG Tablet Oral (Schedule II)".
Topics
• NX • Order Entry Console
AV-88859 Summary | Details
OE NX - Home Medications - Create an order with no 'Days Supply'
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 Reconciliation - Create an order with no 'Days Supply'
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Do NOT require 'Days Supply' in the Order Entry Console' registry setting must be set to "HM".
  • 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 episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Discharge Reconciliation' tab.
  3. Search for and select any medication in the 'New Order' field
  4. Validate the ‘Days Supply' field does not contain a value.
  5. Populate all other required fields, ensuring the 'Stop Date' field contains a date that is 5 days in the future.
  6. Click [Add to Scratchpad].
  7. Select the order in the 'Scratchpad' and validate the ‘Days Supply' field does not contain a value and that the 'Stop Date' field contains a date that is 5 days in the future.
  8. Click [Cancel Update] and [Review and Sign].
  9. Validate that the 'Final Review' dialog is displayed and click [Sign].
  10. Validate the 'Discharge Med Reconciliation' tab is in view-only mode.
Scenario 2: OE NX - Home Medications - Modify an order with no 'Days Supply'.
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Do NOT require 'Days Supply' in the Order Entry Console' registry setting must be set to "HM".
  • 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 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 ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Uncheck the ‘Reported’ field.
  4. Search for and select "Ambien 10 MG Tablet Oral (Schedule IV)" in the 'New Order' field.
  5. Validate the 'Days Supply' field is not required and does not contain a value.
  6. Populate all required fields, ensuring that the 'Stop Date' field contains a value that is 5 days in the future of the current date.
  7. Click [Add to Scratchpad] and [Final Review].
  8. Validate the ‘Interactions’ dialog is displayed.
  9. Override all interactions and click [Save Override and Exit].
  10. Validate the 'Final Review' dialog is displayed.
  11. Select "None" in the 'Output' field and click [Sign].
  12. Validate the 'Order grid' contains an order for "Ambien".
  13. Select the "Ambien" order and click [Modify].
  14. Validate the 'Days Supply' field does not contain a value.
  15. Validate the ‘Stop Date’ field contains a date that is 5 days in the future of the current date.
  16. Click [Update Order] and [Final Review].
  17. Validate the ‘Final Review’ dialog exists, select "None" in the 'Output' field, and click [Sign].
  18. Validate the ‘Order grid’ contains a new order for "Ambien".
Topics
• NX • Order Entry Console
AV-89878 Summary | Details
Scheduling Calendar - launch form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ModeledForm
  • Progress Notes (Group and Individual)
  • Scheduling Calendar
  • Staff Members Hours And Exceptions
  • Verify Staff Member Appointments
Scenario 1: Scheduling Calendar (Existing Appointment)- Validate launching a form via "Right-Click" menu functionality
Specific Setup:
  • Have an existing appointment [TestAppt] scheduled in the "Scheduling Calendar" form for client.
  • In form "User Definition", [TestUser] has one or more forms selected in the "Select Forms" field on "Appointment Scheduling" section of the form. For this test:
  • [TestFormA] - any "Modeled" Form
  • Test[FormB] - any progress note form (i.e. "Progress Note (Group and Individual)"
  • [TestFormC] - the "Staff members Hours And Exceptions" or "Verify Staff Member Appointments" form
  • [TestFormD] - the "Post Staff Activity Log" form
  • Log in as [TestUser]
Steps
  1. Open the "Scheduling Calendar" form.
  2. Right-click on the existing appointment.
  3. Click [TestFormA], the modeled form.
  4. Validate the form opens successfully.
  5. Populate and submit the form or click to dismiss the form
  6. Returning to the "Scheduling Calendar" form.
  7. Right-click on the existing appointment.
  8. Click [TestFormB], the progress note form
  9. Validate the form opens successfully.
  10. Populate and submit the form or click to dismiss the form
  11. Returning to the "Scheduling Calendar" form.
  12. Right-click on the existing appointment.
  13. Click [TestFormC], the "Staff members Hours And Exceptions" form
  14. Validate the form opens successfully.
  15. Populate and submit the form or click to dismiss the form
  16. Returning to the "Scheduling Calendar" form.
  17. Right-click on the existing appointment.
  18. Click [TestFormD], the "Post Staff Activity Log".form
  19. Validate the form opens successfully.
  20. Populate and submit the form or click to dismiss the form
Topics
• Forms • Scheduling Calendar
AV-94340 Summary | Details
Rule Based Routing Widget" - Routing Worklist Item
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic form Confirm Delete
  • Routing Worklist Item
  • Rule Based Routing
  • Rule Based Routing Widget (Home View)
Scenario 1: Rule Based Routing' widget - 'Launch WorkList Item' validations
Specific Setup:
  • The system is set up for Rule based routing with a queue functionality.
  • The 'Rule Based Routing' widget is placed on HomeView.
  • Any progress note form [TestForm] is set up for the document routing (i.e. Progress Notes (Group and Individual))
  • Document routing functionality is enabled for [TestForm]
  • In "Routing Role Definition" an active routing role created in the form.
  • Routing Queue Definition, an active queue is set up where [TestForm] is selected in the 'Form' field
  • A row of data has been filed for [TestClient] in [TestForm] and the document created has been routed and approved
Steps
  1. At the home view, click to refresh the "Rule Based Routing Widget"
  2. In the widget results, locate the row for [TestClient] and select the row
  3. Click [Launch Worklist Item]
  4. Navigate to the "Diagnosis" section
  5. Click [New Row] to add [Row1]
  6. In the "Diagnosis" column
  7. Search and select a diagnosis
  8. Validate the "Diagnosis" field is populate as expected
  9. Click [New Row] to add [Row2]
  10. In the "Diagnosis" column
  11. Search and select a diagnosis
  12. Validate the "Diagnosis" field is populate as expected
  13. Select [Row2]
  14. Click [Delete Row]
  15. Validate [Row2] is removed
  16. Validate [Row1] still exist
  17. Navigate to the "Services" section
  18. Click [New Row]
  19. Populate the "Service Code" field
  20. Navigate to the bottom of the form
  21. Click the [Save for Later]
  22. Validate the user is returned to the home view
  23. In the "Rule Based Routing Widget', locate the row for [TestClient] and select the row
  24. Click [Launch Worklist Item]
  25. Navigate to the "Diagnosis" section
  26. Validate [Row1] still exists and populated as expected
  27. Validate [Row2] is not present, as expected
  28. In the "Services" grid
  29. Validate the row entered in step 1c is present and populated as expected
Topics
• Document Routing
AV-95105 Summary | Details
Order Group - Default One Time Only Frequency
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
  • Order Group Setup
  • Orders This Episode
  • Order Code Setup
Scenario 1: OE NX - Order Group - Unscheduled One Time Only - Default to selected
Specific Setup:
  • An order group (Order Group A) must exist with at least two pharmacy-type order codes where:
  • The first order code does not default to selected in the 'Order Group Dialog'. (Order Code A)
  • The second order code must default to selected, have a duration of "10" days and have a default one time only frequency code that does not default to 'Give Initial Dose Now'. (Order Code B)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A".
  3. Validate that the 'Order Group' dialog is displayed and that "Order Code B" is selected by default and that the 'Frequency' is defaulted from 'Order Group Setup'.
  4. Populate the 'Dose' and 'Dose Unit' fields.
  5. Click [T] and [Now] in the 'First Dose Date/Time' fields and click [Add to Scratchpad]
  6. Select the order in the 'Scratchpad'.
  7. Validate the 'Stop Date' contains a date that is 10 days from the 'Start Date', which is the current date.
  8. Fill out all required fields and click [Update Order].
  9. Click [Sign].
  10. Validate the order display in the 'Order grid'.
Scenario 2: OE NX - External Pharmacy Mode - Order Group - Require and Enforce Correct Number of Hours of Administration - One Time Only
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "Y".
  • An Order Group must exist that contains a pharmacy-type order code (Order Code A) with a default 'Frequency' of "One Time Only", no default duration, and the 'Default To Selected when Selecting Orders From Order Group' checkbox is checked. (Order Group A).
  • A client must have an active episode whose program and 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 "Order Group A" in the 'New Order' field.
  3. Validate that "Order Code A" is selected and that the details are displayed.
  4. Validate the 'Frequency' field contains "One Time Only" and click [Add to Scratchpad].
  5. Validate that the order in the 'Scratchpad' contains a red flag in the 'Action' column.
  6. Select the order in the 'Scratchpad'.
  7. Validate the 'Days Supply' field contains "1".
  8. Validate the 'Stop Date' contains a date that is one day in the future of the 'Start Date', which is the current date.
  9. Fill out all required fields and click [Update Order] and [Final Review].
  10. An 'Interactions' dialog may be displayed.
  11. Override all interactions and click [Save Override and Exit].
  12. Validate the 'Final Review' dialog is displayed.
  13. Select "None" in 'Output' and click [Sign].
  14. Validate the ‘Order grid’ contains a new order.
Scenario 3: OE NX - Order Group - New lab-type order with One Time Only frequency code with 'Default Dur of 1 for New OTO Orders' set to "Y"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "Y".
  • The ‘(518) Default New One-Time-Only Orders To Duration Of 1 Day’ extended attribute must be set to “No (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Lab”.
  • A lab-type order code must exist that has "Yes" selected in the 'Default New One-Time-Only Orders To Duration of 1 Day' field. (Order Code A)
  • An Order Group must exist that contains "Order Code A" with a 'Frequency' of "One Time Only" and no default duration. (Order Group A)
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode whose program and 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 "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and select "Order Code A".
  4. Validate the 'Frequency' field contains "One Time Only".
  5. Click [Add to Scratchpad].
  6. Select the order in the 'Scratchpad'.
  7. Validate the 'Stop Date' contains a date that is one day in the future of the 'Start Date', which is the current date.
  8. Fill out all required fields and click [Update Order].
  9. Click [Final Review].
  10. Validate the 'Final Review' dialog is displayed.
  11. Select "None" in 'Output' and click [Sign].
  12. Validate the ‘Order grid’ contains an order for the lab order.
Topics
• NX • Order Entry Console

RADplus_Client_Update_2024.01.00.Build-3542_Details.csv