RADplus Client Update 2353-007 Acceptance Tests

AV-51667 Summary | Details

Modifying an order does not cause a 'Duplicate Order' warning

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console
Order Entry Console - Interactions dialog

Scenario 1: OE Console - ReOrder

Specific Setup:

A test Client (Client A) must not have an active order for a test order code (Order A).

Steps

Select "Client A" from My Clients widget.
Select "Order Entry Console" from 'My Views - View Selection Bar' menu.
Set 'New Order' field to "Order A".
Set 'Dose' field to "1".
Set 'Dose Unit' field to "tablet".
Set 'Frequency' field to "every 4 hours".
Set 'Duration' field to "2".
Click [Days].
Select "tablet" from 'Dispense Quantity Unit' field.
Click [Add to Scratchpad].
Click [Sign].
Click [Save Override and Exit].
Select "HomeView" from 'My Views - View Selection Bar' menu.
Select "Order Entry Console" from 'My Views - View Selection Bar' menu.
Select "Order A" from 'Order grid' table.
Click [ReOrder].
Set 'Dose' field to "1".
Set 'Dose Unit' field to "tablet".
Set 'Frequency' field to "every 4 hours".
Set 'Duration' field to "4".
Click [Days].
Select "tablet" from 'Dispense Quantity Unit' field.
Click [Add to Scratchpad].
Click [Sign].
Verify ‘Duplicate Order’ tab does not display.
Select "HomeView" from 'My Views - View Selection Bar' menu.

Topics

• Order Entry Console

AV-54361 Summary | Details

Form section navigation

Scenario 1: Validate correct section and subsection navigation on forms

Specific Setup:

Have a form that contains two sections on the form, each with fields defined in the section. [Sec1] and [Sec2]
Using "Form Designer", add three subsections under [Sect1]. [Sect1Sub1], [Sect1Sub2], [Sect1Sub3], Placing at least one field [FieldA], under each sub section
Using "Form Designer", add three subsections under [Sect2]. [Sect2Sub1], [Sect2Sub2], [Sect2Sub3], Placing at least one field [FieldA], under each sub section

Steps

Open [FormA]
Click [Sect1]
Validate navigation has placed the cursor focus, on the section marker arrow for [Sect1]
Click [Sect1Sub3]
Validate navigation has placed the cursor focus, at [FieldA] of [Sect1Sub3]
Click [Sect1Sub2]
Validate navigation has placed the cursor focus, at [FieldA] of [Sect1Sub2]
Click [Sect1Sub1]
Validate navigation has placed the cursor focus, at [FieldA] of [Sect1Sub1].
Click [Sect2]
Validate navigation has placed the cursor focus on the section marker arrow for [Sect2]
Click [Sect2Sub3]
Validate navigation has placed the cursor focus, at [FieldA] of [Sect2Sub3]
Click [Sect2Sub2]
Validate navigation has placed the cursor focus, at [FieldA] of [Sect2Sub2]
Click [Sect2Sub1]
Validate navigation has placed the cursor focus, at [FieldA] of [Sect2Sub1]
Click [Sect1]
Validate navigation has placed the cursor focus on the section marker arrow for [Sect1]
Click [Sect2Sub3]
Validate navigation has placed the cursor focus, at [FieldA] of [Sect2Sub3]
Click [Sect1Sub2]
Validate navigation has placed the cursor focus, at [FieldA] of [Sect1Sub2]
Click [Sect2]
Validate navigation has placed the cursor focus on the section marker arrow for [Sect2]
Click [Sect1Sub3]
Validate navigation has placed the cursor focus, at [FieldA] of [Sect1Sub3]
Click [Sect2Sub2]
Validate navigation has placed the cursor focus, at [FieldA] of [Sect2Sub2]
Close the form

Topics

• Forms

AV-59160 Summary | Details

Treatment Plan - Intervention with Assigned Services

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Treatment Plan

Scenario 1: Treatment Plan - Field Data Validations

Specific Setup:

Have a treatment plan with a 'disabled ' field, set up as the last field in the Problem, Goals, Objective or Interventions sections. For example a disabled "Scrolling Free Text" field
Have another field set up right before the disabled last field in each section, that requires a selection or input type entry. For example a "Site Specific" dictionary or integer field.
Registry Setting "Enable Service Entry Restrictions by Client Treatment Plan "is set to "S".
Registry Setting "Activate Program/Service Code Filter" = "y".

Steps

Open the "Treatment Plan" form
Search and select a client in the 'Select Client' field.
Enter a plan name in the "Plan Name" field
Enter the current date in the 'Plan Date' field.
Select any value from the 'Plan Type' field.
Select "Draft" from the 'Treatment Plan Status' field.
Click [Launch Plan]
Click [Add New Problem].
Enter any value in the 'Problem Code' field.
Enter any value in the 'Problem' field.
Enter the current date in the 'Date of Onset' field.
Select "Active" from the 'Status (Problem List)' field.
Populate any other desired fields, except for the last two fields in the section
Navigate to the next to last field, which should be the one located right before the disabled field, as outline in the setup section
Select or input a value in the next to last field in the section
Click the 'Tab' key
Click [Back to Plan Page].
Validate all data enter on the main section is populated as expected
Click [Launch Plan]
Select the "Problem" added in step 8
Validate all the fields are populated in the section as expected, including the value populated in next to last field of the section
Click [Add New Goal]
Populate all the required and desired fields in the section, except for the last two fields in the section
Repeat steps 14 thru 18
Validate the results are as expected
Click [Add New Objective]
Populate all the required and desired fields in the section, except for the last two fields in the section
Repeat steps 14 thru 18
Validate the results are as expected
Click [Add New Intervention]
Populate all the required and desired fields in the section, except for the last two fields in the section
Repeat steps 14 thru 18
Validate the results are as expected
Click [Back to Plan Page].
Click [Submit]
Open the "Treatment Plan" form
Search and select the same client used in the prior step, in the 'Select Client' field.
Select the treatment plan just filed
Validate all data enter on the main section is populated as expected
Click to the view data field in "Problems", "Goals", "Objectives" and "Interventions" sections
Validate all data filed is present, as expected
Open the "Treatment Plan" form.
Create another treatment plan for the client.
Fill out the Problem and Intervention sections.
In the Intervention, add some "Assigned Services".
Delete the services that were just entered.
Validate all the service rows were deleted.
Click "Back to Plan Page".
At this point, you can either finalize the form or you can Click "Close Form".

Topics

• Treatment Plan

AV-62442 Summary | Details

Role based default - "Display only items that I can administer"

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Avatar eMAR
eMAR widget
Order Entry User Definition
Order Entry User Role

Scenario 1: "Display Only Items I Can Administer" field in eMAR is checked when OE User Role = checked and OE User Def = checked and ‘Allow Customization’ = “Yes”

Specific Setup:

An active user must exist who is logged into the application (User 1).
An active Order Entry user role must exist (User Role 1).

Steps

Open 'Order Entry User Role' form.
Click [Select Order Entry User Role].
Select "User Role 1" from 'Select one of following' field.
Click [OK].
Select "Avatar eMAR" from the 'Sections menu'.
Validate 'Display Only Items I Can Administer' field is checked.
Click [Submit].
Click [No].
Open 'Order Entry User Definition' form.
Set 'Select Order Entry User' field to "User 1".
Click [Select Order Entry User Role].
Click 'Yes - Associate User with Order Entry User Role' field.
Select "User Role 1" from 'Select one of following:' field.
Click [OK].
Click 'Yes - Allow Order Entry User Role Customization' field.
Click 'Avatar eMAR' menu.
Check 'Display Only Items I Can Administer' field.
Click [Submit].
Click [No].
Click [Sign Out].
Click [Yes - Are you sure you want to sign out?].
Log into application as "User 1".
Open 'Avatar eMAR' form.
Validate 'Display Only Items I can Administer' field is checked.
Click [Close eMAR].
Select "any client" from the 'My Clients' widget.
Select "eMAR" from the 'My Views - View Selection Bar' menu.
Validate 'Display Only Items I Can Administer' field is checked.
Select "HomeView" from the 'My Views - View Selection Bar' menu.
Deselect client that was selected in the 'My Clients' widget.

Scenario 2: "Display Only Items I Can Administer" field in eMAR is checked when OE User Role = checked and OE User Def ‘Allow Customization’ = “No"

Specific Setup:

An active user must exist who is logged into the application (User 1).
An active Order Entry user role must exist (User Role 1).

Steps

Open 'Order Entry User Role' form.
Click [Select Order Entry User Role].
Select "User Role 1" from 'Select one of following' field.
Click [OK].
Select "Avatar eMAR" from 'Sections' menu.
Validate 'Display Only Items I Can Administer' field is checked.
Click [Submit].
Click [No].
Open 'Order Entry User Definition' form.
Set 'Select Order Entry User' field to "User 1".
Click [Select Order Entry User Role].
Click 'Yes - Associate User with Order Entry User Role' field.
Select "User Role 1" from 'Select one of following:' field.
Click [OK].
Click 'No - Allow Order Entry User Role Customization' field.
Click 'Avatar eMAR' menu.
Validate 'Error dialog' contains "You Cannot Edit Order Entry User Role Due To Current Value Of 'Allow Order Entry User Role Customization'".
Click [OK].
Click [Submit].
Click [No].
Click [Sign Out].
Click [Yes - Are you sure you want to sign out?].
Log into application as "User 1".
Open 'Avatar eMAR' form.
Validate 'Display Only Items I can Administer' field is checked.
Click [Close eMAR].
Select "any client" from 'My Clients' widget.
Select "eMAR" from 'My Views - View Selection Bar' menu.
Validate 'Display Only Items I Can Administer' field is checked.
Select "HomeView" from 'My Views - View Selection Bar' menu.
Deselect client that was selected in 'My Clients' widget.

Scenario 3: "Display Only Items I Can Administer" field in eMAR is checked when OE User Role = not checked and OE User Def ‘Allow Customization’ = “No”

Specific Setup:

An active user must exist who is logged into the application (User 1).
An active Order Entry user role must exist (User Role 1).

Steps

Open Order Entry User Role form.
Click [Select Order Entry User Role].
Select "clinical" from 'Select one of following' field.
Click [OK].
Select "Avatar eMAR" from 'Sections' menu.
Validate 'Display Only Items I Can Administer' field is not checked.
Click [Submit].
Click [No].
Open 'Order Entry User Definition' form.
Set 'Select Order Entry User' field to "User 1".
Click [Select Order Entry User Role].
Click 'Yes - Associate User with Order Entry User Role' field.
Select "User Role 1" from 'Select one of following:' field.
Click [OK].
Click 'No - Allow Order Entry User Role Customization' field.
Click 'Avatar eMAR' menu.
Validate 'Error dialog' contains "You Cannot Edit Order Entry User Role Due To Current Value Of 'Allow Order Entry User Role Customization'".
Click [OK].
Click [Submit].
Click [No].
Click [Sign Out].
Click [Yes - Are you sure you want to sign out?].
Log into application as 'User 1'.
Open 'Avatar eMAR' form.
Validate 'Display Only Items I can Administer' field is unchecked.
Click [Close eMAR].
Select "any client" from 'My Clients' widget.
Select "eMAR" from 'My Views - View Selection Bar' menu.
Validate 'Display Only Items I Can Administer' field is unchecked.
Select "HomeView" from 'My Views - View Selection Bar' menu.
Deselect client that was selected in 'My Clients' widget.

Scenario 4: "Display Only Items I Can Administer" field in eMAR is checked when OE User Role = not checked and OE User Def = checked and ‘Allow Customization’ = “Yes”

Specific Setup:

An active user must exist who is logged into the application (User 1).
An active Order Entry user role must exist (User Role 1).

Steps

Open 'Order Entry User Role' form.
Click [Select Order Entry User Role].
Select "clinical" from 'Select one of following' field.
Click [OK].
Select "Avatar eMAR" from 'Sections' menu.
Validate 'Display Only Items I Can Administer' field is unchecked.
Click [Submit].
Click [No].
Open 'Order Entry User Definition' form.
Set 'Select Order Entry User' field to "User 1".
Click [Select Order Entry User Role].
Click 'Yes - Associate User with Order Entry User Role' field.
Select "User Role 1" from 'Select one of following:' field.
Click [OK].
Click 'Yes - Allow Order Entry User Role Customization' field.
Click 'Avatar eMAR' menu.
Check 'Display Only Items I Can Administer' field.
Click [Submit].
Click [No] button.
Click [Sign Out].
Click [Yes - Are you sure you want to sign out?].
Log into application as "User 1".
Open 'Avatar eMAR' form.
Validate 'Display Only Items I can Administer' field is checked.
Click [Close eMAR].
Select "any client" from 'My Clients' widget.
Select "eMAR" from 'My Views - View Selection Bar' menu.
Validate 'Display Only Items I Can Administer' field is checked.
Select "HomeView" from 'My Views - View Selection Bar' menu.
Deselect client that was selected in 'My Clients' widget.

Topics

• Avatar eMAR • Order Entry • Order Entry User Definition • Order Entry User Role

AV-62477 Summary | Details

Avatar Order Entry - Discharge Med Reconciliation - Discharge Disposition

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console
Order Entry Console - Home Medications section

Scenario 1: OE - Discharge Med Reconciliation - Discharge Disposition Disposition with a default Discharge Disposition and it is not required

Specific Setup:

A Client (Client A) must be admitted into an inpatient program
Registry setting Default for 'Discharge Disposition' in OE Console (Discharge Med Rec section) set to "DF"
Registry setting Require 'Discharge Disposition' in OE Console (Discharge Med Rec section) set to "N"
Client A must have 2 Pharmacy type orders filed on the Orders This Episode tab of the Order Entry Console (Order A, Order B)
RADplus Middleware update 2353-007 is required for full functionality

Steps

Access the Order Entry Console for Client A.
Click the 'Discharge Med Reconciliation' tab.
Validate the 'Discharge Disposition' field is equal to "Discharge to Facility".
Validate the 'No Prescription Required' checkbox is equal to "checked".
Verify the 'Add to Scratchpad As RX' button exists.
Verify the 'Add to Scratchpad No RX' button exists.
Select "Order A" from the 'Inpatient Medications' table.
Click [Add to Scratchpad As RX].
Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains "Order A".
Select "Order A" from the 'Home Medications Scratchpad (Post-Discharge)' table.
Validate the 'No Prescription Required' checkbox is equal to "not checked".
Set the 'Days Supply' field to "20".
Select any value from the 'Dispense Qty Unit' field.
Click [Update Order].
Select "Order B" from the 'Inpatient Medications' table.
Click [Add to Scratchpad No RX].
Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains "Order B".
Select "Order B" from the 'Home Medications Scratchpad (Post-Discharge)' table.
Validate the 'No Prescription Required' checkbox is equal to "checked".
Click [Update Order].
Validate the 'Type' column in the 'Home Medications Scratchpad (Post Discharge)' displays "NoRX" for Order B.
Click [Final Review and Sign].
Click [Sign].
Validate the 'Discharge Med Reconciliation' tab displays as view only.
Click [Print Report].
Validate a row below the signed by row contains "Discharge Disposition: Discharge to Facility".

Scenario 2: OE - Discharge Med Reconciliation - Discharge Disposition with no default Discharge Disposition but it is required

Specific Setup:

A Client (Client A) must be admitted into an inpatient program
Registry setting Default for 'Discharge Disposition' in OE Console (Discharge Med Rec section) set to no value
Registry setting Require 'Discharge Disposition' in OE Console (Discharge Med Rec section) set to "Y"
Client A must have 2 Pharmacy type orders filed on the Orders This Episode tab of the Order Entry Console (Order A, Order B)
Client A must have a Prescription order and a Client Reported order created on the Home Medications section of the Order Entry Console
RADplus Middleware update 2353-007 is required for full functionality

Steps

Access the Order Entry Console for Client A.
Click the 'Discharge Med Reconciliation' tab.
Validate the 'Discharge Disposition' field is equal to "required".
Set the 'New Order' field to "Advil".
Verify the 'Error' dialog exists.
Validate the 'Error' dialog contains "A Discharge Disposition is required. Please select a disposition to continue."
Click [OK].
Select "Order A" from the 'Inpatient Medications' table.
Click [Add to Scratchpad As RX].
Verify the 'Error' dialog exists.
Validate the 'Error' dialog contains "A Discharge Disposition is required. Please select a disposition to continue."
Click [OK].
Set the 'Discharge Disposition' field to "Discharge to Home".
Validate the 'No Prescription Required' checkbox is equal to "not checked".
Select "Order A" from the 'Inpatient Medications' table.
Click [Add to Scratchpad].
Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains "Order A".
Select "Order A" from the 'Home Medications Scratchpad (Post-Discharge)' table.
Validate the 'No Prescription Required' checkbox is equal to "not checked".
Validate the 'Directions' field contains the appropriate directions for this order.
Set the 'Days Supply' field to "20".
Select any value from the 'Dispense Qty Unit' field.
Click [Update Order].
Select "Order B" from the 'Inpatient Medications' table.
Click [Add to Scratchpad No RX].
Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains "Order B".
Select "Order B" from the 'Home Medications Scratchpad (Post-Discharge)' table.
Validate the 'No Prescription Required' checkbox is equal to "checked".
Click [Update Order].
Validate the 'Type' column in the 'Home Medications Scratchpad (Post Discharge)' displays "NoRX" for Order B.
Select the Client Reported order from the 'Home Medications Scratchpad (Post-Discharge)' table.
Click [Make Rx].
Verify the 'No Prescription Required' checkbox does not exist.
Verify there is a 'NoRx Checkbox is hidden for MakeRX orders' label where the 'No Prescription Required' checkbox used to be.
Set the 'Diagnosis' field to any value.
Set the 'Days Supply' field to any value.
Set the 'Dispense Qty Unit' field to any value.
Click [Update Order].
Select the Prescription order created from the 'Home Medications Scratchpad (Post-Discharge)' table.
Click [Reorder/Modify].
Verify the 'No Prescription Required' checkbox does not exist.
Verify there is a 'NoRx Checkbox is hidden for Reordered orders' label where the 'No Prescription Required' checkbox used to be.
Click [Update Order].
Select the Orders A and B from the 'Home Medications Scratchpad (Post-Discharge)' table.
Verify the 'No Prescription Required' checkbox does not exist.
Verify there is a 'NoRx Checkbox is hidden for from selecting mixed types of orders' label where the 'No Prescription Required' checkbox used to be.
Verify there is a Note in the 'Order Details that reads "These fields apply only to items that are currently selected for update in the Scratchpad."
Click [Cancel Update].
Click [Final Review and Sign].
Click [Sign].
Validate the 'Discharge Med Reconciliation' tab displays as view only.
Click [Print Report].
Validate a row below the 'Signed By:' row contains "Discharge Disposition: Discharge to Facility".
Click the 'Home Medications' tab.
Validate the 'No Prescription Required' order created displays with a reported source of "Discharge Med Rec - No RX Needed".

Topics

• Discharge Med Reconciliation

AV-62544 Summary | Details

Avatar eMAR - Administration Comments fly-over

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

eMAR widget
eMAR widget - Administration Event dialog

Scenario 1: Avatar eMAR - Administration Comments flyover

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2".
A client must have an active order for a pharmacy-type order code with Administration times of 09:00 AM and 09:00 PM. (Client A) (Order A)
Order A must have Order Acknowledgment and Client Education performed in Avatar eMAR.

Steps

Select "Client A" and access the 'eMAR' widget.
Validate that the 'Disable Flyovers' checkbox is not checked.
Validate that the 'Enable multiple administration selection' checkbox is not checked.
Validate that Order A is displayed with administration times under the current date for 0900 and 2100.
Validate that the "0900" cell is outside the Administration Window.
Select "0900" cell.
Validate that the [Administer] button contains "(1)".
Click [Administer].
Validate that the 'Administration Event' dialog is displayed.
Set the 'Med ID' cell to the NDC associated with Order A.
Validate that the 'Qty' cell is equal to "1".
Validate that the 'Unit' cell is equal to "Tablet".
Select "Nurse Administered" in the 'Administration Event' cell.
Click the [View - Comment] button
Enter the following in the 'Comment' dialog: "These are the comments for this administration."
Click [OK].
Validate that the [View - Comment] button contains a green check mark.
Validate that the [View - Warning] button contains a red flag.
Click the [View - Warning] button.
Validate that the Warning dialog is displayed and contains an 'Administration Date/Time' tab.
Validate that the following warning message is displayed: This Administration Event is occurring outside the allowable administration window of 60 minutes for Order A."
Enter any value in the 'Override Text' field and click [OK].
Validate that the [View - Warning] button contains a green check mark.
Check the 'Accept administration information entered' checkbox and Click [OK].
Validate that the "0900" cell for Order A contains a comment icon in the top left corner, a Warning icon in the top right corner and "1 Tablet" and the "time of Administration" in military format.
Hover over the cell and validate that a 'Comment Hover' is displayed and contains: "Comment: These are the comments for this administration."
Check the 'Disable Flyovers' checkbox.
Hover over the same cell and validate that a 'Comment Hover' does not exist.

Topics

• Avatar eMAR

AV-64555 Summary | Details

Dose and Dispense Quantity

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console
Order Entry Console - Home Medications section
Order Entry Console - Home Medications section - Final Review dialog
HomeView - my Clients
Order Entry Console - Admission Med Reconciliation - Final Review
Order Entry Console - Orders This Episode section

Scenario 1: Orders This Episode - Disallow trailing zero's after a decimal - Dose and Dispense Qty

Specific Setup:

OrderConnect must be configured to communicate with myAvatar and vice versa.
A Client (Client A) must have an active episode whose program or unit is configured in the 'External Pharmacy Setup' form.

Steps

Access the Order Entry Console for Client A.
Set the 'New Order' field to any pharmacy-type order code.
Set the 'Dose' field to "1.000".
Validate the 'Dose' field is equal to "1".
Set the 'Dose Unit' field to any value.
Set the 'Freq' field to any value.
Set the 'Duration' field to "20".
Click [Days].
Set the 'Dispense QTY' field to "40.000".
Validate the 'Dispense QTY' field is equal to "40".
Set the 'Dispense Quantity Unit' field to any value.
Click [Add to Scratchpad].
Click [Final Review].
Click [Sign].
Validate the order displays in the Order grid.

Scenario 2: Home Medications - Disallow trailing zero's after a decimal - Dose and Dispense Qty

Specific Setup:

OrderConnect must be configured to communicate with myAvatar and vice versa.
A Client (Client A) must have an active episode.

Steps

Access the 'Order Entry Console' for "Client A".
Click 'Home Medications'.
Set the 'New Order' field to any medication.
Set the 'Dose' field to "2.000".
Validate the 'Dose' field is equal to "2".
Set the 'Dose Unit' field to any value.
Set the 'Frequency' field to any value.
Set the 'Days Supply' field to "12".
Set the 'Dispense Qty' field to "40.000".
Validate the 'Dispense Qty' field is equal to "40".
Click [Add to Scratchpad].
Click [Final Review].
Click [Sign].
Validate the order created displays in the Order grid.

Scenario 3: Admission Med Reconciliation - Disallow trailing zero's after a decimal - Dose and Dispense Qty

Specific Setup:

OrderConnect must be configured to communicate with myAvatar and vice versa.
A Client (Client A) must have an active episode whose program or unit is configured in the 'External Pharmacy Setup' form.
The 'Admission Med Reconciliation' tab must be available in the Order Entry Console. Note: This is a Netsmart staff only registry setting, please contact your Netsmart representative to have this setting configured.

Steps

Select "Client A" and access the 'Order Entry Console'
Click 'Admission Med Reconciliation'.
Set the 'New Order' field to "ALEVE 220 MG TABLET ORAL".
Set the 'Dose' field to "2.000" and tab out of the field.
Validate that the value in the 'Dose' field contains to "2".
Validate that the 'Dose Unit' field contains a value of "Tablet".
Set the 'Freq' field to "As Needed".
Set the 'Duration' field to "20" and click [Days].
Set the 'Dispense Quantity' field to "40.000" and tab out of the field.
Validate that the 'Dispense Quantity' field contains "40".
Select "Tablet" in the 'Dispense Quantity Unit' field.
Click [Add to Scratchpad].
Select all orders in the 'Home Medications (Pre-Admission)' grid and click [Hold].
Click [Reconcile & Review]
Validate that the 'Final Review' dialog is displayed.
Click [Sign].
Select 'Orders This Episode' and validate that the 'Order grid' contains the new order.

Scenario 4: Discharge Med Reconciliation - Disallow trailing zero's after a decimal - Dose and Dispense Qty

Specific Setup:

The 'Discharge Med Reconciliation' tab must be available in the Order Entry Console. Note: This is a Netsmart staff only registry setting, please contact your Netsmart representative to have this setting configured.
OrderConnect must be configured to communicate with myAvatar and vice versa.
A Client (Client A) must have an active inpatient episode.

Steps

Access the 'Order Entry Console' for "Client A".
Select 'Discharge Med Reconciliation'.
Set the 'New Order' field to any medication.
Set the 'Dose' field to "2.000".
Validate the 'Dose' field is equal to "2".
Select any value from the 'Dose Unit' field.
Set the 'Frequency' field to any value.
Set the 'Days Supply' field to any value.
Set the 'Dispense Qty' field to "40.000".
Validate the 'Dispense Qty' field is equal to "40".
Select any value from the 'Dispense Qty Unit' field.
Click [Add to Scratchpad].
Click [Review and Sign].
Click [Sign].
Validate the Discharge Med Reconciliation tab displays in view only mode.

Topics

• NCPDP • Order Entry Console

AV-64556 Summary | Details

Max length of Dose and Dispense Qty fields

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

HomeView - my Clients
Order Entry Console
Order Entry Console - Final Review dialog
Order Entry Console - Home Medications section
Order Entry Console - Home Medications section - Final Review dialog
Order Entry Console - Admission Med Reconciliation - Final Review
Order Entry Console - Orders This Episode section

Scenario 1: Orders This Episode - Limit Maximum number of numerals - Dose and Dispense Qty

Specific Setup:

OrderConnect must be configured to communicate with myAvatar and vice versa.
A Client (Client A) must have an active episode whose program or unit is configured in the 'External Pharmacy Setup' form.

Steps

Access the Order Entry Console for Client A.
Set the 'New Order' field to any pharmacy-type order code.
Set the 'Dose' field to "123456789".
Validate the 'Dose' field is equal to "123456".
Set the 'Dose Unit' field to any value.
Set the 'Freq' field to any value.
Set the 'Duration' field to any value.
Click [Days].
Set the 'Dispense Qty' field to "123456789".
Validate the 'Dispense QTY' field is equal to "1234567".
Set the 'Dispense Qty' field to any value.
Click [Add to Scratchpad].
Click [Final Review].
Click [Sign].
Validate the order created displays in the Order grid.

Scenario 2: Home Medications - Limit Maximum number of numerals - Dose and Dispense Qty

Specific Setup:

OrderConnect must be configured to communicate with myAvatar and vice versa.
A Client (Client A) must have an active episode.

Steps

Select the Order Entry Console for Client A.
Click the Home Medications tab.
Set the 'New Order' field to any medication.
Set the 'Dose' field to "123456789".
Validate the 'Dose' field is equal to "123456".
Set the 'Dose Unit' field to any value.
Set the 'Frequency' field to any value.
Set the 'Days Supply' field to any value.
Set the 'Dispense Qty' field to "123456789".
Validate the 'Dispense Qty' field is equal to "1234567".
Set the 'Dispense Qty Unit' field to any value.
Click [Add to Scratchpad].
Click [Final Review].
Click [Sign].
Validate the order created displays in the Order grid.

Scenario 3: Admission Med Reconciliation - Limit Maximum number of numerals - Dose and Dispense Qty

Specific Setup:

OrderConnect must be configured to communicate with myAvatar and vice versa.
A Client (Client A) must have an active episode whose program or unit is configured in the 'External Pharmacy Setup' form.
The 'Admission Med Reconciliation' tab must be available in the Order Entry Console. Note: This is a Netsmart staff only registry setting, please contact your Netsmart representative to have this setting configured.

Steps

Access the Order Entry Console for Client A.
Click the 'Admission Med Reconciliation' tab.
Set the 'New Order' field to any medication.
Set the 'Dose' field to "123456789".
Validate the 'Dose' field is equal to "123456".
Set the 'Dose Unit' field to any value.
Set the 'Freq' field to any value.
Set the 'Duration' field to any value.
Click [Days].
Set the 'Dispense Quantity' field to "123456789".
Validate the 'Dispense Quantity' field is equal to "1234567".
Set the 'Dispense Quantity Unit' field to any value.
Click [Add to Scratchpad].
Select all orders from the 'Home Medications (Pre-Admission)' table if they exist.
Click [Hold].
Click [Reconcile & Review].
Click [Sign].
Validate the Admission Med Reconciliation tab displays in view only mode.

Scenario 4: Discharge Med Reconciliation - Limit Maximum number of numerals - Dose and Dispense Qty

Specific Setup:

OrderConnect must be configured to communicate with myAvatar and vice versa.
A Client (Client A) must have an active inpatient episode.
The 'Discharge Med Reconciliation' tab must be available in the Order Entry Console. Note: This is a Netsmart staff only registry setting, please contact your Netsmart representative to have this setting configured.

Steps

Access the Order Entry Console for Client A
Click the Discharge Med Reconciliation tab
Set the 'New Order' field to any medication
Set the 'Dose' field to "123456789"
Validate the 'Dose' field is equal to "123456"
Set the 'Dose' Unit field to any value
Set the 'Frequency' field to any value
Set the 'Days Supply' field to any value
Set the 'Dispense Qty' field to "123456789"
Validate the 'Dispense Qty' field is equal to "1234567"
Click [Add to Scratchpad]
Click [Do Not Add Remaining]
Click [Review and Sign]
Click [Sign]
Validate the Discharge Med Reconciliation tab displays in view only mode.

Topics

• NCPDP • Order Entry Console

AV-64557 Summary | Details

Dose and Dispense Quantity

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

HomeView - my Clients
Order Entry Console
Order Entry Console - Final Review dialog
Order Entry Console - Home Medications section
Order Entry Console - Home Medications section - Final Review dialog
Order Entry Console - Admission Med Reconciliation - Final Review

Scenario 1: Orders This Episode - Always including leading zero in decimal values - Dose and Dispense Qty

Specific Setup:

OrderConnect must be configured to communicate with myAvatar and vice versa.
A Client (Client A) must have an active episode whose program or unit is configured in the 'External Pharmacy Setup' form.

Steps

Access the Order Entry Console for Client A.
Set the 'New Order' field to any pharmacy type order.
Set the 'Dose' field to ".125".
Validate the 'Dose' field is equal to "0.125".
Set the 'Dose Unit' field to any value.
Set the 'Freq' field to any value.
Set the 'Duration' field to "20".
Click [Days].
Set the 'Dispense QTY' field to ".750".
Validate the 'Dispense QTY' field is equal to "0.75".
Select any value from the 'Dispense Qty' field.
Click [Add to Scratchpad].
Click [Final Review].
Click [Sign].
Validate the order displays in the Order grid.

Scenario 2: Home Medications - Always including leading zero in decimal values - Dose and Dispense Qty

Specific Setup:

OrderConnect must be configured to communicate with myAvatar and vice versa.
A Client (Client A) must have an active episode.

Steps

Access the Order Entry Console for Client A.
Click the Home Medications tab.
Set the 'New Order' field to any medication.
Set the 'Dose' field to ".125".
Validate the 'Dose' field is equal to "0.125".
Set the 'Dose Unit' field to any value.
Select any value from the 'Frequency' field.
Set the 'Days Supply' field to any value.
Set the 'Dispense Qty' field to ".750".
Validate the 'Dispense Qty' field is equal to "0.75".
Click [Add to Scratchpad].
Click [Final Review].
Click [Sign].
Validate the order created displays in the Order grid.

Scenario 3: Admission Med Reconciliation - Always including leading zero in decimal values - Dose and Dispense Qty

Specific Setup:

OrderConnect must be configured to communicate with myAvatar and vice versa.
A Client (Client A) must have an active episode whose program or unit is configured in the 'External Pharmacy Setup' form.

Steps

Access the Order Entry Console for Client A.
Click the 'Admission Med Reconciliation' tab.
Set the 'New Order' field to any medication.
Set the 'Dose' field to ".125".
Validate the 'Dose' field is equal to "0.125".
Set the 'Dose Unit' field to any value.
Set the 'Freq' field to any value.
Set the 'Duration' field to any value.
Click [Days].
Set the 'Dispense Quantity' field to ".750".
Validate the 'Dispense Quantity' field is equal to "0.75".
Select any value from the 'Dispense Quantity Unit' field.
Click [Add to Scratchpad].
Click [Finalize for Admission].
Click [Sign].
Validate Admission Med Reconciliation displays in view only mode.

Scenario 4: Discharge Med Reconciliation - Always including leading zero in decimal values - Dose and Dispense Qty

Specific Setup:

OrderConnect must be configured to communicate with myAvatar and vice versa.
A Client (Client A) must have an active inpatient episode.

Steps

Access the Order Entry Console for Client A.
Click the Discharge Med Reconciliation tab.
Set the 'New Order' field to any medication.
Set the 'Dose' field to ".125".
Validate the 'Dose' field is equal to "0.125".
Set the 'Dose Unit' field to any value.
Select any value from the 'Frequency' field.
Set the 'Days Supply' field to any value.
Set the 'Dispense Qty' field to ".750".
Validate the 'Dispense Qty' field is equal to "0.75".
Click [Add to Scratchpad].
Click [Finalize For Discharge].
Click [Sign].
Validate the Discharge Med Reconciliation tab displays in view only mode.

Topics

• NCPDP • Order Entry Console

AV-64558 Summary | Details

Maximum length of 'Directions' field

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

HomeView - my Clients
Order Entry Console
Order Entry Console - Home Medications section
Order Entry Console - Home Medications section - Failed Orders dialog
Order Entry Console - Home Medications section - Final Review dialog
Order Entry Console - Home Medications section - Pharmacy Search
Order Entry Console - Home Medications section - Scratchpad
Order Entry Console - Home Medications section - Taper/Titrate dialog

Scenario 1: Home Medications - NCPDP requirements - New order

Specific Setup:

The following updates and releases are required in order to utilize this functionality: Avatar OE 2020 Update 39, RADplus Client Update 2353-007 and OrderConnect 17.28.
At least one failed order must exist in the 'Failed Orders' dialog
The Preferred Pharmacy must support 1000 characters in the 'Directions' field for an eRX order.
Client A must have an active episode and Medicaid coverage

Steps

Access the Order Entry Console for Client A.
Click the Home Medications tab.
Click the 'Failed Orders' button.
Validate the 'Client' cell contains:
Client Name, PATID
DOB, Gender
Address
Phone number
Click [Cancel].
Set the 'New Order' field to any medication.
Set the 'Dose' field to any value.
Set the 'Dose Unit' field to any value.
Set the 'Frequency' field to any value.
Click the 'DAW' checkbox.
Set the 'Days Supply' field to any value.
Set the 'Dispense Qty Unit' field to any value.
Set the 'Directions' field to 1000 characters.
Click [Add to Scratchpad].
Set the 'New Order' field to "Xyrem".
Validate the 'Note to Pharmacist' field allows up to 205 characters.
Set the 'New Order' field to "Adderall".
Validate the 'Note to Pharmacist' field allows up to 210 characters.
Set the 'New Order' field to "Suboxone".
Validate the 'Note to Pharmacist' field allows up to 192 characters.
Click [Refresh].
Set the New Order field to "predniSONE 2.5 MG, Tablet, Oral"
Click [TAPER/TITRATE]
Click [Taper]
Set the 'Dose' field to "2"
Set the 'Freq' field to "Twice a Day"
Click [Add step]
Set the 2nd 'Dose' field to "1"
Set the 2nd 'Freq' field to "Twice a Day"
Click [Add to Scratchpad]
Validate the 'Scratchpad' contains to the 2 predniSONE orders created
Select the first order in the 'Scratchpad'
Set the 'Diagnosis' field to any value
Set the 'Days Supply' field to "5"
Press the TAB key on the 'Dose' field
Validate the 'Note to Pharmacist' field is equal to "This prescription is part of a taper. Each part of the taper has a STEP number listed on the prescription. Please combine all of them into one prescription."
Click [Update Order]
Select the second order in the 'Scratchpad'
Set the 'Diagnosis' field to any value
Set the 'Days Supply' field to "5"
Press the TAB key on the 'Dose' field
Validate the 'Note to Pharmacist' field is equal to "This prescription is part of a taper. Each part of the taper has a STEP number listed on the prescription. Please combine all of them into one prescription."
Click [Update Order]
Click [Final Review].
Validate "eRX" is enabled.
Click [Change].
Validate the 'Pharmacy Type' field is equal to "All".
Validate the 'Pharmacy Type' field contains "Retail" and "Mail Order".
Set the 'Pharmacy Type' field to "Retail"
Set the 'Search Within' field to "All"
Click [Search]
Validate the 'Pharmacy Type' column displays only 'Retail' pharmacies
Set the 'Pharmacy Type' field to "Mail Order"
Click [Search]
Validate the 'Pharmacy Type' column displays only 'Mail Order' pharmacies
Set 'Pharmacy Type' field to "All".
Click [Search].
Validate the 'Pharmacy Type' column displays either 'Retail' or 'Mail Order' for each pharmacy listed.
Select a pharmacy that does not allow an eRX order with more than 1000 characters in the 'Directions' field.
Click [Select].
Validate "eRX" is disabled.
Click [Change].
Set the 'Search Within' field to "All".
Click [Search].
Select the original Preferred Pharmacy.
Click [Select].
Validate "eRX" is enabled.
Validate the 'Order Details' column contains "Brand Medically Necessary".
Click [Sign].
Validate the 'Order grid' contains the order created.

Topics

• Order Entry Console

AV-65123 Summary | Details

Avatar Order Entry - Discharge Med Reconciliation - Carry Forward Sliding Scale Insulin instructions

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

HomeView - my Clients
Order Entry Console
Order Entry Console - Sliding Scale Insulin Instructions

Scenario 1: Carry forward Sliding Scale Insulin Instructions to Discharge Med Reconciliation

Specific Setup:

A Client (Client A) must be admitted into an Inpatient episode
HUMALOG 100 UNITS/1 ML SOLUTION INJECTION must be configured to allow Sliding Scale Insulin through the 'Order Code Setup' form
RADplus Middleware update 2353-007 is required for full functionality

Steps

Access the Order Entry Console for Client A.
Set the 'New Order' field to "Humalog".
Double Click the "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" item.
Click [Sliding Scale Instructions].
Click [New Row].
Set the 'Row 1 - Blood Glucose From' cell to "100".
Set the 'Row 1 - Blood Glucose Up To' cell to "200".
Set the 'Row 1 - Units Before Breakfast' cell to "1".
Set the 'Row 1 - Units Before Lunch' cell to "1".
Set the 'Row 1 - Units Before Dinner' cell to "1".
Click [New Row].
Set the 'Row 2 - Blood Glucose From' cell to "201".
Set the 'Row 2 - Blood Glucose Up To' cell to "300".
Set the 'Row 2 - Units Before Breakfast' cell to "2".
Set the 'Row 2 - Units Before Lunch' cell to "2".
Set the 'Row 2 - Units Before Dinner' cell to "2".
Click [Save].
Set the 'Freq' field to "As Needed".
Set the 'Duration' field to "20".
Click [Days].
Click [Add to Scratchpad].
Click [Sign].
Click the 'Discharge Med Reconciliation' tab.
Select the order created from the 'Inpatient Medications' table.
Click [Add to Scratchpad].
Select the order added from the 'Home Medications Scratchpad (Post-Discharge)' table.
Validate the 'Dose' field is equal to "1".
Validate the 'Dose Unit' field is equal to "disabled".
Validate the 'Dose Unit' field is equal to "SSI".
Validate the 'Dose Unit' field is equal to "disabled".
Set the 'Frequency' field to "As Needed".
Set the 'Days Supply' field to any value.
Set the 'Dispense Qty' field to any value.
Set the 'Dispense Qty Unit' field to any value.
Validate the 'Directions' field is equal to "If blood glucose is 100-200: 1 Unit before breakfast, 1 Unit before lunch, 1 Unit before dinner, 201-300: 2 Units before breakfast, 2 Units before lunch, 2 Units before dinner".
Validate the 'Directions Characters Available' displays as 140 - the number of characters in the field (-61).
Click [Update Order].
Click [Review and Sign].
Click [Sign].

Topics

• Medication Reconciliation

AV-65709 Summary | Details

Column header "Row ID" is added to "Problems" grid.

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Treatment Plan

Scenario 1: 'Treatment Plan' - validate 'Row ID' displays on the 'Problems' grid above the row numbers.

Specific Setup:

Test client (Client A) has one or more problems filed in the "Problem List" form.

Steps

Open "Treatment Plan" form for Client A.
Verify the column label "Row ID" displays above the row numbers in the "Problems" grid.

Topics

• Problem List • Treatment Plan

AV-66216 Summary | Details

Give Initial Dose Now - First Dose fields display same values 'Start Date' and 'Start Time'.

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console

Scenario 1: Give Initial Dose Now dialog should default First Dose to already-on-screen Start Date/Time (not re-default current)

Specific Setup:

A client must have an active episode whose program and unit are not configured in the 'External Pharmacy Setup' form. (Client A)

Steps

Select "'Client A'" and access the 'Order Entry Console'.
Set the 'New Order' field to "ACETAMINOPHEN 325 MG CAPSULE, LIQUID FILLED ORAL".
Set the 'Dose' field to "1".
Set the 'Dose Unit' field to "Capsule".
Select "TWICE A DAY" in the 'Freq' field.
Validate that the 'First Dose Date' field contains the current date.
Validate that the 'First Dose Time' field contains the next dose time, which determined by the 'Frequency Code'.
Validate that the 'Start Date' field is required, enabled and contains the current date.
Validate that the 'Start Time' field is required, enabled and contains the current time.
Click [Give Initial Dose Now - Yes].
Validate that the 'Confirm Dose Times' dialog is displayed.
Validate that the 'First Dose Date' field contains the same value as the 'Start Date' field.
Validate that the 'First Dose Time' field contains the same value as the 'Start Time' field.
Select 'Ok to Administer' and click [Save].
Validate that the 'First Dose Date' contains the current date.
Validate that the 'First Dose time' field contains the same value as the 'Start Time'.
Validate that the 'Start Date' field is required, disabled and contains the current date.
Validate that the 'Start Time' field is required, disabled and contains the time that [Give Initial Dose Now - Yes] was clicked.
Set the 'Duration' field to "10" and click [Days].
Validate that the 'Stop Date' field contains a date that is 10 days in the future of the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is one minute prior than the 'Start Time'.
Click [Add to Scratchpad] and [Sign]
Validate that the 'Order grid' contains the new order for "ACETAMINOPHEN 325 MG CAPSULE, LIQUID FILLED ORAL".

Topics

• Order Entry Console

AV-66240 Summary | Details

Prevent eMAR Administration Events for the following Order Types

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Avatar eMAR
Avatar eMAR - Lab Orders
Order Entry Console
eMAR widget
Avatar eMAR - All Other Order Types
eMAR widget - Nutrition Orders
Avatar eMAR - Nutrition Orders
Order Entry Console - Additional Order Details - Diet Orders - Oral dialog
eMAR widget - All Other Order Types

Scenario 1: 'Prevent eMAR Administration Events' preventing administration for "Lab" type orders with "Increment Barcode Scanning" disabled.

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "0".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Lab" checked.
A Lab-type order code must exist with a 'Specimen Type' = "Blood" and no External Lab Vendor. (Complete Blood Count)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Complete Blood Count".
Validate that the 'Specimen Type' field is equal to "Blood".
Set the 'Duration' field to "1" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "Complete Blood Count".
Select "HomeView" and deselect "Client A"
Access the 'Avatar eMAR' form and select the 'Lab Orders' tab.
Select "Client A" in the 'Client' field.
Validate that an order for "Complete Blood Count" is displayed and contains "Specimen Collect" under the current date.
Select the "Specimen Collect" cell under the current date and click [Administer].
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field.
Click [OK].
Validate that an 'Error' message is displayed stating: "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Lab"
Click [OK].
Validate that the 'Administration Event' dialog is not displayed.
Close the form.

Scenario 2: 'Prevent eMAR Administration Events' preventing administration for "Pharmacy" type orders with "Increment Barcode Scanning" disabled.

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "0".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Pharmacy" checked.
A Pharmacy type order code must exist (PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL).
A client must have an active episode whose program and unit are not configured in the 'External Pharmacy Setup' form. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to any pharmacy-type order code (PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL).
Set the 'Dose' field to "1".
Select "Capsule" in the 'Dose Unit' field.
Select "EVERY DAY" in the 'Freq' field.
Set the 'Duration' field to "28" and click [Days].
Validate that the 'Start Date' field contains the current date.
Validate that the 'Start Time' field contains the current time.
Validate that the 'Stop Date' field contains a date that is 28 days in the future of the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
13Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE".
Select "HomeView".
Validate that "Client A" is selected and access the 'eMAR' widget.
Validate that an order for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE" is displayed and does not contain any cells under the current date with hours of administration.
Double click the first cell under the current date.
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Order Acknowledgement' dialog is displayed.
Select "Yes" in the 'Education Performed' field and click [OK].
Validate that an 'Error' message is displayed and contains "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Pharmacy".
Click [OK].
Validate that the 'Administration Event' dialog is not displayed.

Scenario 3: Prevent eMAR Administration Events' preventing administration for "Imaging" type orders with "Increment Barcode Scanning" disabled

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "0".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Imaging" checked.
An Imaging-type order code must exist. (Cat Scan)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Cat Scan".
Set the 'Duration' field to "1" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "Cat Scan".
Select 'HomeView' and deselect "Client A".
Access the 'Avatar eMAR' form.
Select the 'All Other Order Types' tab.
Select "Client A" in the 'Client' field.
Validate that an order for "Cat Scan" is displayed with no hours of administration under the current date.
Double click the first cell under the current date
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field.
Click [OK].
Validate the Error dialog contains "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Imaging"
Click [OK].
Validate that the 'Administration Event' dialog is not displayed.
Close the form.

Scenario 4: Prevent eMAR Administration Events' preventing administration for "X-ray" type orders with "Increment Barcode Scanning" disabled

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "0".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "X-ray" checked.
An X-ray type order code must exist. (Chest X-ray)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Chest X-Ray"
Set the' Duration' field to "1" and click [Days].
Click [Add to Scratchpad] and [Sign]
Validate the 'Order grid' contains an order for "Chest X-Ray".
Select "HomeView" and deselect "Client A" in the 'My Clients' widget.
Access 'Avatar eMAR' form.
Select "Client A" in the 'Client' field.
Click the 'All Other Order Types' tab
Validate that an order for "Chest X-Ray" is displayed and contains no hours of Administration under the current date.
Double click the first cell under the current date.
Validate the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate the 'Client Education' dialog is displayed.
Select "Yes"in the 'Education Performed' field.
Click [OK].
Validate that an 'Error' message is displayed and contains: "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': x-ray.
Click [OK].
Validate that the 'Administration Event' dialog is not displayed.
Close the form.

Scenario 5: Prevent eMAR Administration Events' preventing administration for "Dietary" type orders with "Increment Barcode Scanning" disabled.

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Support Nutrition Tab in eMAR' registry setting must be set to "1".
The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "0".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Dietary" checked.
A Dietary type order code must exist. (Full Liquid diet)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Full Liquid Diet".
Select "EVERY DAY" in the 'Frequency' field.
Set the 'Duration' field to "3" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "Full Liquid Diet".
Validate that "Client A" is selected in the 'My Clients' widget.
Select the 'eMAR' widget.
Select the 'Nutrition Orders' tab.
Select "Client A" in the 'Client' field.
Validate that an order for "Full Liquid Diet" is displayed and does not contain an administration time under the current date.
Select the first cell under the current date and click [Administer].
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field.
Click [OK].
Validate that an 'Error' message is displayed stating: "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Dietary"
Click [OK].
Validate that the 'Administration Event' dialog is not displayed
Select "HomeView".

Scenario 6: Prevent eMAR Administration Events' preventing administration for "Dietary-oral" type orders with "Increment Barcode Scanning" disabled

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Support Nutrition Tab in eMAR' registry setting must be set to "1".
The 'Avatar Order Entry->eMAR->Settings->->->Send Diet Supplements From Dietary-Oral Orders To eMAR Separately' registry setting must be set to "Y".
The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "0".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Dietary-oral" checked.
A Dietary-oral type order code must exist. (Diabetic Diet)
The following must be defined: Diet Restrictions, Dietary Supplements, Days of the Week, and Meal Periods.
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Diabetic Diet"
Click [Additional Order Details].
Validate that the 'Additional Order Details' dialog is displayed.
Select "Low Sugar" in the 'Diet Restrictions' field.
Click [New Row].
Select "GLUCERNA" in the 'Diet Supplement' field.
Select all values in the 'Days of the Week' field.
Select "Breakfast", "Lunch" and "Dinner" in the 'Meal Periods' field.
Click [Save].
Select "EVERY DAY" in the 'Frequency' field.
Set the 'Duration' field to "30" and click [Days].
Set the 'Start Date' field to yesterday's date.
Validate that the 'Start Time' field contains the current time.
Validate that the 'Stop Date' field contains a date that is 30 Days in the future of the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "DIABETIC DIET".
Select 'HomeView' and deselect "Client A" in the 'My Clients' widget.
Access the 'Avatar eMAR' form.
Select the 'Nutrition Orders' tab.
Select "Client A" in the 'Client' field.
Validate that an order for "DIABETIC DIET" is displayed and does not contain an administration time cell under the current date.
Validate that an order for "GLUCERNA" is displayed and contains administration times of "BREAKFAST", "LUNCH" and "DINNER".
Double click the "BREAKFAST" cell under the current date for the "GLUCERNA" order.
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field.
Click [OK].
Validate that an 'Error' warning is displayed and contains "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Dietary - Oral"
Click [OK].
Validate that the 'Administration Event' dialog is not displayed.
Close the form.

Scenario 7: Prevent eMAR Administration Events' preventing administration for "Dietary-Tube Feeding" type orders with "Increment Barcode Scanning" disabled.

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "1".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Dietary-Tube Feeding" checked.
A Dietary-Tube Feeding type order code must exist. (Dietary - Tube Feeding)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Dietary-Tube Feeding".
Select "EVERY DAY" in the 'Frequency' field.
Set the 'Duration' field to "3" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "Dietary-Tube Feeding".
Validate that "Client A" is selected in the 'My Clients' widget.
Select the 'eMAR' widget.
Select the 'Nutrition Orders' tab.
Select "Client A" in the 'Client' field.
Validate that an order for "Dietary-Tube Feeding" is displayed and does not contain an administration time under the current date.
Select the first cell under the current date and click [Administer].
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field.
Click [OK].
Validate that an 'Error' message is displayed stating: "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Dietary - Tube Feeding"
Click [OK].
Validate that the 'Administration Event' dialog is not displayed
Select "HomeView".

Scenario 8: Prevent eMAR Administration Events' preventing administration for "Advanced Directive" type orders with "Increment Barcode Scanning" disabled.

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "0".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Advanced Directive" checked.
An Advanced Directive type order code must exist (DNR - Do Not Resuscitate)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Do Not Resuscitate".
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "Do not Resuscitate".
Validate that "Client A" is selected in the 'My Clients' widget.
Select the 'eMAR' widget.
Select the 'All Other Order Types' tab.
Validate that an order for "Do Not Resuscitate" is displayed with no hours of administration under the current date.
Select the cell under the current date and click [Administer].
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field.
Click [OK].
Validate the Error dialog contains "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Advanced Directive."
Click [OK]
Validate that the 'Administration Event' dialog is not displayed.
Close the form.

Scenario 9: Prevent eMAR Administration Events' preventing administration for "Therapy" type orders which have an 'Order Type Category' = "Not Applicable" with "Increment Barcode Scanning" disabled.

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "1".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Therapy" checked.
A Therapy type order code must exist. (Family Therapy)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Family Therapy".
Select "EVERY MONDAY" in the 'Frequency' field.
Set the 'Duration' field to "60" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "Family Therapy".
Select 'HomeView' and deselect "Client A".
Access the 'Avatar eMAR' form.
Select the 'All Other Order Types' tab.
Select "Client A" in the 'Client' field.
Validate that an order for "Family Therapy" is displayed with no hours of administration under the current date.
Double click the first cell under the current date.
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field.
Click [OK].
Validate the Error dialog contains "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Therapy"
Click [OK].
Validate that the 'Administration Event' dialog is not displayed.
Close the form.

Scenario 10: 'Prevent eMAR Administration Events' preventing administration for "Pharmacy" type orders with "Increment Barcode Scanning" enabled.

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "0".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Pharmacy" checked.
A Pharmacy type order code must exist (PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL).
A client must have an active episode whose program and unit are not configured in the 'External Pharmacy Setup' form. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to any pharmacy-type order code (PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL).
Set the 'Dose' field to "1".
Select "Capsule" in the 'Dose Unit' field.
Select "EVERY DAY" in the 'Freq' field.
Set the 'Duration' field to "28" and click [Days].
Validate that the 'Start Date' field contains the current date.
Validate that the 'Start Time' field contains the current time.
Validate that the 'Stop Date' field contains a date that is 28 days in the future of the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE".
Select "HomeView".
Validate that "Client A" is selected and access the 'eMAR' widget.
Validate that an order for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE" is displayed and does not contain any cells under the current date with hours of administration.
Select the cell under the current date and click [Administer].
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Order Acknowledgement' dialog is displayed.
Select "Yes" in the 'Education Performed' field and click [OK].
Validate that an 'Error' message is displayed and contains "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Pharmacy".
Click [OK].
Validate that the 'Administration Event' dialog is not displayed.

Scenario 11: Prevent eMAR Administration Events' preventing administration for "X-ray" type orders with "Increment Barcode Scanning" enabled

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "1".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "X-ray" checked.
An X-ray type order code must exist. (Chest X-ray)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Chest X-Ray"
Set the' Duration' field to "1" and click [Days].
Click [Add to Scratchpad] and [Sign]
Validate the 'Order grid' contains an order for "Chest X-Ray".
Select "HomeView" and deselect "Client A" in the 'My Clients' widget.
Access 'Avatar eMAR' form.
Select "Client A" in the 'Client' field.
Click the 'All Other Order Types' tab
Validate that an order for "Chest X-Ray" is displayed and contains no hours of Administration under the current date.
Select the cell under the current date and click [Administer].
Validate the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate the 'Client Education' dialog is displayed.
Select "Yes"in the 'Education Performed' field.
Click [OK].
Validate that an 'Error' message is displayed and contains: "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': x-ray.
Click [OK].
Validate that the 'Administration Event' dialog is not displayed.
Close the form.

Scenario 12: Prevent eMAR Administration Events' preventing administration for "Imaging" type orders with "Increment Barcode Scanning" enabled.

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "0".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Imaging" checked.
An Imaging-type order code must exist. (Cat Scan)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Cat Scan".
Set the 'Duration' field to "1" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "Cat Scan".
Select 'HomeView' and deselect "Client A".
Access the 'Avatar eMAR' form.
Select the 'All Other Order Types' tab.
Select "Client A" in the 'Client' field.
Validate that an order for "Cat Scan" is displayed with no hours of administration under the current date.
Select the cell under the current date and click [Administer].
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field.
Click [OK].
Validate the Error dialog contains "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Imaging"
Click [OK] and close the form.
Validate that the 'Administration Event' dialog is not displayed.
Close the form.

Scenario 13: 'Prevent eMAR Administration Events' preventing administration for "Lab" type orders with "Increment Barcode Scanning" enabled.

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "1".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Lab" checked.
A Lab-type order code must exist with a 'Specimen Type' = "Blood" and no External Lab Vendor. (Complete Blood Count)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Complete Blood Count".
Validate that the 'Specimen Type' field is equal to "Blood".
Set the 'Duration' field to "1" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "Complete Blood Count".
Select "HomeView" and deselect "Client A"
Access the 'Avatar eMAR' form and select the 'Lab Orders' tab.
Select "Client A" in the 'Client' field.
Validate that an order for "Complete Blood Count" is displayed and contains "Specimen Collect" under the current date.
Select the "Specimen Collect" cell under the current date and click [Administer].
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field.
Click [OK].
Validate that an 'Error' message is displayed stating: "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Lab"
Click [OK].
Validate that the 'Specimen Collection' dialog is not displayed
Close the form.

Scenario 14: Prevent eMAR Administration Events' preventing administration for "Dietary" type orders with "Increment Barcode Scanning" enabled..

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Support Nutrition Tab in eMAR' registry setting must be set to "1".
The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "0".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Dietary" checked.
A Dietary type order code must exist. (Full Liquid diet)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Full Liquid Diet".
Select "EVERY DAY" in the 'Frequency' field.
Set the 'Duration' field to "3" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "Full Liquid Diet".
Validate that "Client A" is selected in the 'My Clients' widget.
Select the 'eMAR' widget.
Select the 'Nutrition Orders' tab.
Select "Client A" in the 'Client' field.
Validate that an order for "Full Liquid Diet" is displayed and does not contain an administration time under the current date.
Select the first cell under the current date and click [Administer].
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field.
Click [OK].
Validate that an 'Error' message is displayed stating: "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Dietary"
Click [OK].
Validate that the 'Administration Event' dialog is not displayed
Select "HomeView".

Scenario 15: Prevent eMAR Administration Events' preventing administration for "Dietary-oral" type orders with "Increment Barcode Scanning" enabled.

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Support Nutrition Tab in eMAR' registry setting must be set to "1".
The 'Avatar Order Entry->eMAR->Settings->->->Send Diet Supplements From Dietary-Oral Orders To eMAR Separately' registry setting must be set to "Y".
The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "0".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Dietary-oral" checked.
A Dietary-oral type order code must exist. (Diabetic Diet)
The following must be defined: Diet Restrictions, Dietary Supplements, Days of the Week, and Meal Periods.
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Diabetic Diet"
Click [Additional Order Details].
Validate that the 'Additional Order Details' dialog is displayed.
Select "Low Sugar" in the 'Diet Restrictions' field.
Click [New Row].
Select "GLUCERNA" in the 'Diet Supplement' field.
Select all values in the 'Days of the Week' field.
Select "Breakfast", "Lunch" and "Dinner" in the 'Meal Periods' field.
Click [Save].
Select "EVERY DAY" in the 'Frequency' field.
Set the 'Duration' field to "30" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "DIABETIC DIET".
Select 'HomeView' and deselect "Client A" in the 'My Clients' widget.
Access the 'Avatar eMAR' form.
Select the 'Nutrition Orders' tab.
Select "Client A" in the 'Client' field.
Validate that an order for "DIABETIC DIET" is displayed and does not contain an administration time cell under the current date.
Validate that an order for "GLUCERNA" which is the 'Diet Supplement' is displayed with "BREAKFAST", "LUNCH" and "DINNER" cells under the current date.
Select the "BREAKFAST" cell under the current date for the "GLUCERNA" order and click [Administer].
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field.
Click [OK].
Validate that an 'Error' warning is displayed and contains "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Dietary-oral"
Click [OK].
Verify the 'Administration Event' dialog is not displayed.
Close the form.

Scenario 16: Prevent eMAR Administration Events' preventing administration for "Dietary-Tube Feeding" type orders with "Increment Barcode Scanning" enabled.

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "1".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Dietary-Tube Feeding" checked.
A Dietary-Tube Feeding type order code must exist. (Dietary - Tube Feeding)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Dietary-Tube Feeding".
Select "EVERY DAY" in the 'Frequency' field.
Set the 'Duration' field to "3" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "Dietary-Tube Feeding".
Validate that "Client A" is selected in the 'My Clients' widget.
Select the 'eMAR' widget.
Select the 'Nutrition Orders' tab.
Select "Client A" in the 'Client' field.
Validate that an order for "Dietary-Tube Feeding" is displayed and does not contain an administration time under the current date.
Select the first cell under the current date and click [Administer].
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field.
Click [OK].
Validate that an 'Error' message is displayed stating: "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Dietary - Tube Feeding"
Click [OK].
Validate that the 'Administration Event' dialog is not displayed
Select "HomeView".

Scenario 17: Prevent eMAR Administration Events' preventing administration for "Advanced Directive" type orders with "Increment Barcode Scanning" enabled.

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "1".
The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Advanced Directive" checked.
An Advanced Directive type order code must exist (DNR - Do Not Resuscitate)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Do Not Resuscitate".
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "Do not Resuscitate".
Validate that "Client A" is selected in the 'My Clients' widget.
Select the 'eMAR' widget.
Select the 'All Other Order Types' tab.
Validate that an order for "Do Not Resuscitate" is displayed with no hours of administration under the current date.
Select the cell under the current date and click [Administer].
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field.
Click [OK].
Validate the Error dialog contains "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Advanced Directive."
Click [OK]
Validate that the 'Administration Event' dialog is not displayed.
Close the form.

Scenario 18: Prevent eMAR Administration Events' preventing administration for "Therapy" type orders which have an 'Order Type Category' = "Not Applicable" with "Increment Barcode Scanning" enabled.

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting is set to "1".

The 'Prevent eMAR Administration Events for the Following Order Types' field in the 'Order Entry User Definition' form must have "Therapy" checked.

A Therapy type order code must exist. (Family Therapy)

A client must have an active episode. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Family Therapy".
Select "EVERY MONDAY" in the 'Frequency' field.
Set the 'Duration' field to "60" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains an order for "Family Therapy".
Select 'HomeView' and deselect "Client A".
Access the 'Avatar eMAR' form.
Select the 'All Other Order Types' tab.
Select "Client A" in the 'Client' field.
Validate that an order for "Family Therapy" is displayed with no hours of administration under the current date.
Select the cell under the current date and click [Administer].
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field.
Click [OK].
Validate the Error dialog contains "[Username of individual logged into the application] is not allowed to administer the following 'Order Types': Therapy"
Click [OK].
Validate that the 'Administration Event' dialog is not displayed.
Close the form.

Topics

• Avatar eMAR • eMAR

AV-66681 Summary | Details

eMAR Witnessed By

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Avatar eMAR
Avatar eMAR - Administration Event dialog
HomeView - my Clients

Scenario 1: Avatar eMAR - Witnessed by EID user

Specific Setup:

A Login (Login A) must be configured to be an EID user
User description needs to be different from the UserID for the EID user
A client (Client A) must have orders that are ready to be administered

Steps

Access 'Avatar eMAR' for "Client A".
Double click on a cell for "Order A" that is ready to be administered.
Click the 'Witnessed' checkbox.
Set the 'Med ID' cell to the NDC of the medication being administered.
Select "Login A" from the 'Witnessed By' field.
Validate the 'Password' field contains an [Enter Enterprise Credentials] button.
Click [Enter Enterprise Credentials].
Log into the 'External Provider Login' dialog.
Validate the 'Password' field is populated and disabled.
Select any value from the 'Administration Event' field.
Click the 'Accept administration information entered' checkbox.
Click [OK].
Validate the selected cell contains data that reflects the administered medication.

Topics

• Avatar eMAR

AV-66723 Summary | Details

'External Lab Vendor Destination' not required when applicable

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console

Scenario 1: Extended Attribute for Lab Order Types "Require Lab Vendor Destination" Not Enforced on Order Codes without a Mapping

Specific Setup:

A 'Lab' order code must exist that does not have any external labs configured in 'External Lab Definition' in the 'Order Code Setup' form. (Order Code A)
The '(522) Require External Lab Vendor Destination' extended attribute off of 'Order Entry Tabled Files''(500) Order Types' must be set to "Yes" for "Lab".
A Client must have an active episode. (Client A)

Steps

Select 'Client A' and access the 'Order Entry Console'.
Set the 'New Order' field to "Order Code A".
Enter "7" in the 'Duration' field in [Days].
Validate that the 'Start Date' field contains the current date.
Validate that the 'Start Time' field contains the current time.
Validate that the 'Stop Date' field contains a date that is 7 days in the future of the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is 1 minute prior to the 'Start Time'.
Click [Add to Scratchpad].
Validate that the 'Action' column for the order in the 'Scratchpad' does not contain a red flag.
Click the [Sign].
Validate that the lab order is display in the 'Order grid'.

Topics

• Order Entry Console

AV-66957 Summary | Details

Validate medication interactions are displayed correctly

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console

Scenario 1: Validate medication interactions are not carried over to non pharmacy-type orders

Specific Setup:

A client must have an active inpatient episode where the unit or program are not configured in the 'External Pharmacy Setup' form (Client A)
Client A must have an order for: "Haloperidol Avpack 20 mg Oral Tablet 1 Tablet Twice a Day".

Steps

Select "Client A" and access the 'Order Entry Console'.
Validate that there is an order for "Haloperidol Avpack 20 MG Oral Tablet 1 Tablet, Twice a Day" in the 'Order grid'.
Set the 'New Order' field to "ZOFRAN 4 MG TABLET ORAL"
Set the 'Dose' field to "1"
Select "Tablet" from the 'Dose Quantity Unit' field
Set the 'Frequency' field to "Twice a day"
Set the 'Duration' field to "10" and click [Days]
Click [Add to Scratchpad]
Validate that a warning indicator is displayed in the 'Action' column of the 'Scratchpad' for the "Zofran" order.
Set the 'New Order' field to "Diabetic Diet".
Set the 'Duration' field to "10" and click [Days]
Click [Add to Scratchpad].
Validate that a warning indicator is not displayed in the 'Action' column of the 'Scratchpad' for the "Diabetic Diet" order.
Click on the 'Warning' indicator for "ZOFRAN" to view the interactions
Click [Close].
Select the "DIABETIC DIET" order from 'Scratchpad'.
Click [Additional Orders Details].
Select "Low Sugar" from the 'Diet Restrictions' field
Click [Save] and [Update Order].
Validate that the 'Action' column in the 'Scratchpad' does not contain a warning indicator for the "Diabetic Diet" order.
Click [Sign].
Validate the 'Interactions' dialog contains: "Drug-To-Drug Interaction(s) ----------------------- Interaction Severity Filter Level being used: MAJOR Drugs Being Screened: ZOFRAN 4 MG ORAL TABLET and HALOPERIDOL 0.5 MG ORAL TABLET Interaction Description: HALOPERIDOL and ONDANSETRON Screening Message: Concurrent use of HALOPERIDOL and ONDANSETRON may result in an increased risk of QT interval prolongation. Clinical Effect: increased risk of QT interval prolongation Severity Level: MAJOR"
Set the Notes field to any value.
Click [Save Override and Exit].
Validate that the 'Order grid' contains orders for "HALOPERIDOL AVPAK 20 MG TABLET ORAL", "ZOFRAN 4 MG TABLET ORAL" and "DIABETIC DIET".

Scenario 2: Validate medication interactions are not carried over to other pharmacy-type orders

Specific Setup:

A client must have an active episode that is not configured in the 'External Pharmacy Setup' form (Client A)
Client A must have an order for: "Haloperidol Avpack 20 MG Oral Tablet 1 Tablet Twice a Day".

Steps

Select "Client A" from the "Orders" tab
Validate that there is an order for "HALOPERIDOL AVPAK 20 MG TABLET ORAL 1 TABLET, TWICE A DAY" in the 'Order grid'.
Set the 'New Order' field to "ZOFRAN 4 MG TABLET ORAL"
Set the 'Dose' field to "1"
Select "Tablet" from the 'Dose Quantity Unit' field
Set the 'Frequency' field to "3 TIMES A DAY"
Set the 'Duration' field to "10" and click [Days].
Click [Add to Scratchpad].
Validate that the 'Action' column in the 'Scratchpad' contains a warning indicator for the "ZOFRAN" order.
Set the 'New Order' field to "Omeprazole et PRILOSEC 20 MG Capsule, Delayed Release ORAL".
Set the 'Dose' field to "1"
Select "Tablet" from the 'Dose Quantity Unit' field
Set the 'Frequency' field to "3 TIMES A DAY"
Set the 'Duration' field to "10" and click [Days].
Click [Add to Scratchpad].
Validate that the 'Action' column in the 'Scratchpad' does not contain a warning indicator for the "Omeprazole et PRILOSEC" order.
Click on the 'warning' indicator for "ZOFRAN" to view the interactions.
Click [Close].
Select the "Omeprazole et PRILOSEC 20 MG Capsule, Delayed Release ORAL" order from the 'Scratchpad'.
Set 'Duration' to "11".
Click [Update the order].
Validate the Scratchpad field does not contain a warning indicator in the 'Action' column for the "Omeprazole et PRILOSEC 20 MG Capsule, Delayed Release ORAL" order.
Click 'Sign'
Validate the 'Interactions' dialog contains: "Drug-To-Drug Interaction(s) ----------------------- Interaction Severity Filter Level being used: MAJOR Drugs Being Screened: ZOFRAN 4 MG ORAL TABLET and HALOPERIDOL 0.5 MG ORAL TABLET Interaction Description: HALOPERIDOL and ONDANSETRON Screening Message: Concurrent use of HALOPERIDOL and ONDANSETRON may result in an increased risk of QT interval prolongation. Clinical Effect: increased risk of QT interval prolongation Severity Level: MAJOR"
Set the 'Notes' field to any value.
Click [Save Override and Exit].
Validate that the 'Order grid' contains orders for "HALOPERIDOL AVPAK 20 MG TABLET ORAL", "ZOFRAN 4 MG TABLET ORAL" and "Omeprazole et PRILOSEC 20 MG Capsule, Delayed Release ORAL".

Topics

• Order Entry Console

AV-67109 Summary | Details

Budget Tracking Account Setup - scrolling text fields

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Fast Service Entry

Scenario 1: 'Budget Tracking Account Setup' form - Validations

Specific Setup:

Avatar MSO Registry Setting 'Enable Budget Tracking' must be enabled
Avatar MSO Registry Setting 'Enable Contracting Provider Program' must be enabled
Avatar MSO Registry Setting 'Set Service Authorization Pre-Display' must be configured to the number of columns/values to display
Have one or more existing accounts and account levels with associated to authorization(s)/service(s) already defined, in form "Budget Tracking Account Set Up"

Steps

Open 'Budget Tracking Account Setup' form.
Select 'Account' field value for existing budget tracking account
Ensure all the field information already submitted for the "Account", is populated as expected
In the 'Comment History' field, ensure the scroll bars, scroll buttons, and scroll wheel functionality used to scroll thru the text in the field, is functioning as expected.
Select the 'Account Level' field value for existing budget tracking Account Level.
Ensure all the field information already submitted for that "Account Level", is populated as expected
In the 'Summary' field, ensure the scroll bars, scroll buttons, and scroll wheel functionality used to scroll thru the text in the field, is functioning as expected.

Topics

• Forms

AV-67311 Summary | Details

Orders This Episode - Duration in Doses

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console

Scenario 1: Copy Order - Duration in Doses

Specific Setup:

A client must have an active episode whose program is not configured in the 'External Pharmacy Setup' form. (Client A)
Client A must have an active 'Duration' in Doses order with 'Order Details' of: Azithromycin AVPAK 250 MG ORAL TABLET 1 Tablet, Twice a Day (Starting Doses: 12). (Order A)

Steps

Select "Client A" and access the "Order Entry Console".
Remain on 'Orders This Episode'.
Select "Order A" in the 'Order grid' and click [Copy].
Validate that a messaged 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.)"
Click [No].
Validate that the 'Dose' field contains "1".
Validate that the 'Dose Unit' field contains "Tablet".
Validate that the 'Freq' field contains "Twice a Day".
Validate that the 'First Dose' fields contain the current date at 09:00 PM. This is due to it being after 09:00 AM and before 09:00 PM. These are the hours of administration for the frequency code of "Twice a Day".
Validate that the 'Duration' field contains no value and that [Doses] is selected.
Validate that the 'Start Date' contains the current date
Validate that the 'Start Time' contains the current time, which is after 09:00 AM.
Validate that the 'Stop Date' field is required, disabled and does not contain a value.
Validate that the 'Stop Time' field is required, disabled and does not contain a value.
Set the 'Duration' field to "4" and leave [Doses] selected.
Validate that the 'Stop Date' field contains a date that is two days in the future of the 'Start Date.
Validate that the 'Stop Time' field contains the last hour of administration that will fulfill the 4 doses, which is "09:00 AM".
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains a new order for "Azithromycin AVPAK 250 MG ORAL TABLET 1 Tablet, Twice a Day (Starting Doses: 4)" with an 'Order Status' of "Active No Renew - Use Reorder".

Note: If the application is set to provide notifications for "Order Entry (Reorder Due)" in the 'Notifications Setup' form, this does not pertain to orders with 'Duration' in Doses.

Scenario 2: Modify Order - Duration in Doses

Specific Setup:

A client must have an active episode whose program is not configured in the 'External Pharmacy Setup' form. (Client A)
Client A must have an active 'Duration' in Doses order with 'Order Details' of: Azithromycin AVPAK 250 MG ORAL TABLET 1 Tablet, Twice a Day (Starting Doses: 12). (Order A)

Steps

Select "Client A" and access the "Order Entry Console".
Remain on 'Orders This Episode'.
Select "Order A" in the 'Order grid' and click [Modify].
Validate that the 'Dose' field contains "1".
Validate that the 'Dose Unit' field contains "Tablet".
Validate that the 'Freq' field contains "Twice a Day".
Validate that the 'First Dose' fields contain the current date at 09:00 PM. This is due to it being after 09:00 AM and before 09:00 PM. These are the hours of administration for the frequency code of "Twice a Day".
Validate that the 'Duration' field contains no value and that [Doses] is selected.
Validate that the 'Start Date' contains the current date
Validate that the 'Start Time' contains the current time, which is after 09:00 AM.
Validate that the 'Stop Date' field is required, disabled and does not contain a value.
Validate that the 'Stop Time' field is required, disabled and does not contain a value.
Set the 'Duration' field to "10" and leave [Doses] selected.
Validate that the 'Stop Date' field contains a date that is five days in the future of the 'Start Date.
Validate that the 'Stop Time' field contains the last hour of administration that will fulfill the 10 doses, which is "09:00 AM".
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains a new order for "Azithromycin AVPAK 250 MG ORAL TABLET 1 Tablet, Twice a Day (Starting Doses: 10)" with an 'Order Status' of "Active No Renew - Use Reorder".
Validate that the original order that was modified is not displayed in the 'Order grid'.

Note: If the application is set to provide notifications for "Order Entry (Reorder Due)" in the 'Notifications Setup' form, this does not pertain to orders with 'Duration' in Doses.

Scenario 3: Reorder Order - Duration in Doses

Specific Setup:

A client must have an active episode whose program is not configured in the 'External Pharmacy Setup' form. (Client A)
Client A must have an active 'Duration' in Doses order with 'Order Details' of: Azithromycin AVPAK 250 MG ORAL TABLET 1 Tablet, Twice a Day (Starting Doses: 12). (Order A)

Steps

Select "Client A" and access the "Order Entry Console".
Remain on 'Orders This Episode'.
Select "Order A" in the 'Order grid' and click [Reorder].
Validate that the 'Dose' field contains "1".
Validate that the 'Dose Unit' field contains "Tablet".
Validate that the 'Freq' field contains "Twice a Day".
Validate that the 'First Dose' fields contain the current date at 09:00 PM. This is due to it being after 09:00 AM and before 09:00 PM. These are the hours of administration for the frequency code of "Twice a Day".
Validate that the 'Duration' field contains no value and that [Doses] is selected.
Validate that the 'Start Date' contains the same value as the original orders 'Stop Date'.
Validate that the 'Start Time' contains a value that is one minute after the original orders 'Stop Time' which is "09:01 AM".
Validate that the 'Stop Date' field is required, disabled and does not contain a value.
Validate that the 'Stop Time' field is required, disabled and does not contain a value.
Set the 'Duration' field to "4" and leave [Doses] selected.
Validate that the 'Stop Date' field contains a date that is three days in the future of the 'Start Date.
Validate that the 'Stop Time' field contains the last hour of administration that will fulfill the 4 doses, which is "09:00 AM".
Click [Add to Scratchpad] and [Sign].
If an 'Interactions' dialog is displayed override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains a new order for "Azithromycin AVPAK 250 MG ORAL TABLET 1 Tablet, Twice a Day (Starting Doses: 4)" with an 'Order Status' of "Active No Renew - Use Reorder".
Validate that the original order that was reordered contains an 'Order Status' of "Active Reordered".

Topics

• Duration in Doses • Order Entry Console

AV-67666 Summary | Details

"myAvatar" login screen - banner

Scenario 1: Launch "myAvatar" sign-in screen - validations

Specific Setup:

On the middleware server, edit or have Netsmart edit the "rpclient_local_properties" file add text that will display as a banner above the login credentials section of the "myAvatar" login page when its launched. The setting "radplusclient.login.banner.text" is used to enable this using HTML commands.
For example: " radplusclient.login.banner.text=\<html> \<body style="background-color: #F6F6F6;"> \<div style="text-align: center;"> \<div style="display: inline-block; padding: 20px 100px;"> \<span style="font-family: cambria; color: #62686C; font-size: 10px; font-weight: bold;"> \<span style="font-size: 14px; color: #3C5F78;">\ Enter text here to display in a banner above the login credentials section on the myAvatar login screen. \ </span> \ </div> </body> \</html>

Steps

Launch the Avatar middleware application/link to load the "Start myAvatar" page
When the page is loaded, click the [Start myAvatar] button
Validate the myAvatar "..loading please wait" splash screen is displayed
Validate the "myAvatar Sign-in" screen loads successfully
In the top right corner of the "myAvatar Sign-in" screen, click the box icon to expand the screen to full size
Validate the banner above the login credential section of the page, displays all the banner text as expected and is centered directly in the middle of the login page
Validate the "myAvatar" insignia with login credentials section below it, are centered directly in the middle of the login page
Click the box icon again to minimize the screen
Validate the screen returns to the expected size
Enter credentials to log in to Avatar
Validate login is successful

Topics

• Forms

AV-67928 Summary | Details

Guardiant View - Widget

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

HomeView-Guardiant View Widget

Scenario 1: Validate the "Guardiant View" widget

Specific Setup:

Have a system configured for "Guardiant" reporting with "Avatar" data metrics being sent daily to "Guardiant".
Have a user with the "Guardiant View" widget on the home view and access to the "Guardiant" application. [UserA]

Steps

Log in as [UserA]
On the homeview, click to refresh the "Guardiant View" widget
Validate the widget graphs are populated
Hover over the "Clinical Metrics" graph for the "Admissions" for current month. Make note of the number
Hover over the "Clinical Metrics" graph for the "Discharges for" current month. Make note of the number
Hover over the "# of 837 Files Claimed". Make note of the number
Log into Guardiant
Enter your "Netsmart" the project number in the "Client Search" field
Click "Analytics" from the main menu
Click the "Clinical" tab
Hover over the "Clinical Metrics" graph for the "Admissions" for current month. Validate the number is consistent with the number noted in step 4
Hover over the "Clinical Metrics" graph for the "Discharges for" current month. Validate the number is consistent with the number noted in step 5
Click the "Finance" tab
Hover over the "# of 837 Files Claimed". Validate the number is consistent with the number noted in step 6

Topics

• Widgets

AV-67929 Summary | Details

'Stop Date' is calculated with default duration.

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console

Scenario 1: New Order with default duration - Stop Date calculated.

Specific Setup:

All values must be selected in the 'Types of Screening Performed Via Direct CKO Server Connection' field on the 'Order Entry Clinical Screening System Defaults' form.

The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Warn for Non-Formulary Pharmacy items registry setting must be set to "1".

PRILOSEC OTC (OMEPRAZOLE) 20 MG TABLET, DELAYED RELEASE ORAL must be a non-formulary order code and have "30" in the 'Default Duration (Days)' field of the 'Order Code Setup' form.

A client must have an active Inpatient episode and information filed in the 'Allergies and Hypersensitivities' form and in the 'Height' and 'Weight' fields in the 'Vitals Entry' form. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "PRILOSEC OTC (OMEPRAZOLE) 20 MG TABLET, DELAYED RELEASE ORAL"
Set the 'Dose' field to "1".
Select "TABLET" in the 'Dose Unit' field.
Select "EVERY DAY" in the 'Freq' field.
Validate that the 'Duration' field contains "30" and that [Days] is pressed.
Validate that the 'Start Date' field contains the current date.
Validate that the 'Start Time' field contains the current time.
Validate that the 'Stop Date' field contains a date that is 30 days in the future of the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains the new order.

Topics

• Order Entry Console

AV-68419 Summary | Details

Barcode Scans in the 'eMAR' widget

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

eMAR widget

Scenario 1: Avatar eMAR - Scanning, deselecting and rescanning barcode for one medication

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "1".
A client must have an active episode with an active order for "PRILOSEC (OMEPRAZOLE) 20 MG CAPSULE, DELAYED RELEASE ORAL 1 Capsule, EVERY DAY". (Client A)
Must have a barcode for "PRILOSEC 20 MG CAPSULE, DELAYED RELEASE ORAL" - 54868-2169-04.

Steps

Select "Client A" and access the 'eMAR' widget.
Validate that the 'Enable multiple administration selection' checkbox is checked and disabled.
Validate that there is an order for "PRILOSEC (OMEPRAZOLE) 20 MG CAPSULE, DELAYED RELEASE ORAL" that does not contain hours of administration under the current date.
Scan the barcode for "PRILOSEC (OMEPRAZOLE) 20 MG CAPSULE, DELAYED RELEASE ORAL" - 54868-2169-04.
Validate that the 'Order Acknowledgement' dialog is displayed.
Click [OK].
Validate that the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed" field.
Click [OK].
Validate that the first cell under the current date is highlighted yellow and contains "1 / 1 Capsule".
Click in this cell and validate that it is deselected.
Scan the barcode for "PRILOSEC (OMEPRAZOLE) 20 MG CAPSULE, DELAYED RELEASE ORAL" - 54868-2169-04.
Validate that the first cell under the current date is highlighted yellow and contains "1 / 1 Capsule".
Click [Refresh].

Topics

• Avatar eMAR • eMAR

AV-68749 Summary | Details

Copying an interval order and changing it to a non-interval order.

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console

Scenario 1: Create New Order - select an Interval 'Frequency Code' and then change to a non-interval 'Frequency Code'.

Specific Setup:

An interval frequency code must exist. (Every 6 Hours)
A non-interval frequency code must exist (As Needed)
A client must have an existing episode. (Client A)
Client A must have information filed in the 'Allergies and Hypersensitivities' form and the 'Height' and 'Weight' fields in the 'Vitals Entry' form.

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "RITALIN 10 MG TABLET ORAL(Schedule II)".
Set the 'Dose' field to "1".
Select "Tablet" in the 'Dose Unit' field.
Select "Every 6 Hours" in the 'Freq' field.
Validate that the 'First Dose Date' field is required, enabled and contains the current date.
Validate that the 'First Dose Time' field is required, enabled and contains the current time.
Validate that the 'Start Date' field is required, disabled and contains the current date, which is the same value as the 'First Dose Date'.
Validate that the 'Start Time' field is required, disabled and contains the current time, which is the same value as the 'First Dose Time'.
Set the 'Duration' field to "10" and click [Days].
Validate that the 'Stop Date' field contains a value that is 10 days in the future of the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is one minute prior than the 'Start Time' and one minute prior then the next hour of administration.
Click [Add to Scratchpad] and [Sign].
Validate that the 'Order grid' contains the order for "RITALIN 10 MG ORAL TABLET (Schedule II) 1 Tablet, Every 6 Hours".
Select the "RITALIN 10 MG ORAL TABLET (Schedule II)" order" and click [Copy].
Validate that the 'Start Date' dialog contains: "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.)"
Click [Yes].
Validate that the 'Dose' field contains "1"
Validate that the 'Dose Unit' field contains "Tablet"
Validate that the 'Freq' field contains "Every 6 Hours".
Validate that the 'First Dose Date' field is required, enabled and does not contain a value.
Validate that the 'First Dose Time' field is required, enabled and does not contain a value.
Validate that the 'Duration' field contains "10" and [Days] is selected.
Validate that the 'Start Date' field is required, disabled and contains the same value as the original orders 'Stop Date'.
Validate that the 'Start Time' field is required, disabled and contains a time that is one minute after the original orders 'Stop Time', which is the next hour of administration after the original orders last hour of administration.
Validate that the 'Stop Date' field contains a date that is 10 days in the future of the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is one minute prior than the 'Start Time'.
Click [Add to Scratchpad]
Validate that 'Action' contains "COPY" and a red flag.
Select the order from the 'Scratchpad'.
Select "As Needed" in the 'Freq' field.
Validate that the 'First Dose Date' field is not required, disabled and does not contain a value.
Validate that the 'First Dose Time' field is not required, disabled and does not contain a value.
Validate that the 'Start Date' field is required, enabled and contains the same date as the original orders 'Stop Date'.
Validate that the 'Start Time' field is required, enabled and contains a time that is one minute after the original orders 'Stop Time',
Validate that the 'Stop Date' field contains a date that is 10 days in the future of the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is one minute prior than the 'Start Time'.
Click [Update Order].
Validate that 'Action' textarea contains "COPY" and no longer contains the red flag.
Click [Sign]
Validate that the 'Interactions' dialog is displayed and contains a 'Duplicate Order' tab that states: "DUPLICATE ORDER CODE: RITALIN 10 MG ORAL TABLET (27004) 1 active order with this same 'Order Code' was found for this client."
Set the 'Notes' field to any value and click [Save Override and Exit].
Validate that the 'Order grid' contains two orders for "RITALIN 20 MG TABLET ORAL (Schedule II)".

Topics

• Order Entry Console

AV-68756 Summary | Details

Provide Admin Warning When # of Doses per 24h Surpasses Frequency Code Definition

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Avatar eMAR

Scenario 1: eMAR - Exceed Defined Dosage - Interval Frequency = 'No' and No scheduled 'Hours of Administration', and 'Times/24 Hours' = 2

Specific Setup:

A client must have an active episode. (Client A).
A frequency code must exist defined as: Interval Frequency = 'No', 'No scheduled Hours of Administration', and 'Times/24 Hours' = 2. (Frequency Code A).
An order must exist for Client A with Frequency Code A. (Order A).
Registry setting: 'Use Pharmacy Fill Details For Order Description' = "Y"

Steps

Access Avatar eMAR for "Client A".
Click 'Administration Date/Time Selection' field.
Click [Administer].
Set 'Med ID' field to NDC of "Order A".
Select "Nurse Administered" from the 'Administration Event' dialog.
Click 'Accept administration information entered' checkbox.
Click [OK].
Click 'Administration Date/Time Selection' field.
Click [Administer].
Set 'Med ID' field to NDC of "Order A".
Select "Self-Administered" from the 'Administration Event' dialog.
Click 'Accept administration information entered' checkbox.
Click [OK].
Click the 'Administration Date/Time Selection' field.
Click [Administer].
Set 'Med ID' field to NDC of "Order A".
Select "Refused" from the 'Administration Event' dialog.
Click 'Accept administration information entered' checkbox.
Click [OK].
Click the 'Administration Date/Time Selection' field.
Click [Administer].
Set 'Med ID' field to NDC of "Order A".
Select "Nurse Administered" from the 'Administration Event' dialog.
Click 'Warning' cell.
Validate 'Override Message' label is equal to "Administration of this dose will exceed the 'Times/24 Hours' defined for this order".
Set 'Override Text' field to "any value".
Click [OK].
Click 'Accept administration information entered' checkbox.
Click [OK].
Validate the cell administered contains the appropriate order data.

Scenario 2: eMAR - Exceed Defined Dosage - unsupported frequency codes (Interval Frequency = 'Yes')

Specific Setup:

A client must have an active episode. (Client A).
A frequency code must exist defined as: Interval Frequency code Setup as: Interval Frequency = 'Yes' (Frequency Code A).
An order must exist for Client A with Frequency Code A. (Order A).
Registry setting: 'Use Pharmacy Fill Details For Order Description' = "Y"

Steps

Access Avatar eMAR for "Client A".
Click 'Administration Date/Time Selection' field.
Click [Administer].
Set 'Med ID' field to NDC of "Order A".
Select "Nurse Administered" from the 'Administration Event' dialog.
Click 'Accept administration information entered' checkbox.
Click [OK].
Click 'Administration Date/Time Selection' field.
Click [Administer].
Set 'Med ID' field to NDC of "Order A".
Select "Self-Administered" from the 'Administration Event' dialog.
Click 'Accept administration information entered' checkbox.
Click [OK].
Click the 'Administration Date/Time Selection' field.
Click [Administer].
Set 'Med ID' field to NDC of "Order A".
Select "Refused" from the 'Administration Event' dialog.
Click 'Accept administration information entered' checkbox.
Click [OK].
Click the 'Administration Date/Time Selection' field.
Click [Administer].
Set 'Med ID' field to NDC of "Order A".
Select "Nurse Administered" from the 'Administration Event' dialog.
Click 'Warning' cell.
Validate 'Override Message' label does not contain "Administration of this dose will exceed the 'Times/24 Hours' defined for this order".
Set 'Override Text' field to "any value".
Click [OK].
Click 'Accept administration information entered' checkbox.
Click [OK].
Validate the cell administered contains the appropriate order data.

Scenario 3: eMAR - Exceed Defined Dosage - unsupported frequency codes ('Hours of Administration' defined)

Specific Setup:

A client must have an active episode. (Client A).
A frequency code must exist defined as: Interval Frequency = 'No', 'Hours of Administration' are defined (08:00 AM, 08:00 PM) and 'Times/24 Hours' = 2 (Frequency Code A).
An order must exist for Client A with Frequency Code A. (Order A).
Registry setting: 'Use Pharmacy Fill Details For Order Description' = "Y"

Steps

Access Avatar eMAR for "Client A".
Click 'Administration Date/Time Selection' field.
Click [Administer].
Set 'Med ID' field to NDC of "Order A".
Select "Nurse Administered" from the 'Administration Event' dialog.
Click 'Accept administration information entered' checkbox.
Click [OK].
Click 'Administration Date/Time Selection' field.
Click [Administer].
Set 'Med ID' field to NDC of "Order A".
Select "Self-Administered" from the 'Administration Event' dialog.
Click 'Accept administration information entered' checkbox.
Click [OK].
Click the 'Administration Date/Time Selection' field.
Click [Administer].
Set 'Med ID' field to NDC of "Order A".
Select "Refused" from the 'Administration Event' dialog.
Click 'Accept administration information entered' checkbox.
Click [OK].
Click the 'Administration Date/Time Selection' field.
Click [Administer].
Set 'Med ID' field to NDC of "Order A".
Select "Nurse Administered" from the 'Administration Event' dialog.
Click 'Warning' cell.
Validate 'Override Message' label does not contain "Administration of this dose will exceed the 'Times/24 Hours' defined for this order".
Set 'Override Text' field to "any value".
Click [OK].
Click 'Accept administration information entered' checkbox.
Click [OK].
Validate the cell administered contains the appropriate order data.

Topics

• Avatar eMAR

AV-68823 Summary | Details

User Defined Text Templates

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Ambulatory Progress Notes

Scenario 1: Validate the use of "User Defined" text templates

Specific Setup:

Have access to a form with a "Scrolling" text box. For example the "Notes" field on any progress note form
Have the Avatar screen "Zoom" level size, located in the bottom right corner of the Avatar screen, set to "100%"

Steps

Open any form
Right-Click in the text field
Click on "User Defined Templates" from the menu
Click on "Manage"
On the "Create Template" screen, populate the "Template Name" field
In the "Template" input box, type in any text and drag in any desired fields from the "Available" fields panel
Click [Add]
Validate the new template is displayed under the "My Templates" menu in the "Organize Templates" section
Click [Save]
Right-click in the text field
Click on "User Defined Templates" from the menu
Click on the template name just created
From the "Append, Insert, or Replace All?" dropdown list, choose "Insert"
Click [OK]
Validate the text and field values defined in the template are displayed in the notes field, as expected
Place the cursor either at the end of the text or anywhere within the text just inserted
Repeat steps 10 thru 13
From the "Append, Insert, or Replace All?" dropdown list, choose "Insert" again
Validate the text and field values defined in the template are displayed as expected the text was placed where ever the cursor was positioned
Repeat steps 10 thru 13
From the "Append, Insert, or Replace All?" dropdown list, choose "Append"
Validate the text and field values defined in the template are displayed as expected and have been appended to the end of the current text
Repeat steps 10 thru 13
From the "Append, Insert, or Replace All?" dropdown list, choose "Replace"
Validate the text and field values defined in the template are displayed as expected and have completely replaced all previous text
In the bottom right corner of the Avatar screen, adjust the screen "Zoom" level to any value greater than "100%". For example "160%"
Repeat steps 1 thru 25
Validate results are as expected and the font size of the text displayed using the template, is the same size as the current text on the form, based on the zoom level
In the bottom right corner of the Avatar screen, adjust the screen "Zoom" level to any less than "100%". For example "50%"
Repeat steps 1 thru 25
Validate results are as expected and the font size of the text displayed using the template, is the same size as the current text on the form, based on the zoom level

Topics

• Forms

AV-69152 Summary | Details

NCPDP requirements needed for SureScript Certification - Home Medications / Discharge Med Reconciliation

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console
Order Entry Console - Home Medications section
HomeView - my Clients
Order Entry Console - Home Medications section - Failed Orders dialog
Order Entry Console - Home Medications section - Final Review dialog
Order Entry Console - Home Medications section - Pharmacy Search
Order Entry Console - Home Medications section - Scratchpad
Order Entry Console - Home Medications section - Taper/Titrate dialog

Scenario 1: Discharge Med Reconciliation - Preferred Pharmacy - DEA Schedule associated with Order Code - Days Supply - Client Information (Final Review) - 'Reason' and 'Disp. Qty' (Order Details on Order grid)

Specific Setup:

The following updates and releases are required in order to utilize this functionality: Avatar OE 2020 Update 39, RADplus Client Update 2353-007, and OrderConnect 17.28
OrderConnect must be configured to communicate with myAvatar and vice versa.
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". This is the default value. Note: This is a Netsmart staff only registry setting, please contact your Netsmart representative to have this setting configured to a different value.
The 'Avatar PM->Client Information->Client Demographics->->->Age Display Format' registry setting must be set to "1", which is to not show a more detailed age.
A client must have an active episode and information filed in the 'Diagnosis' form. (Client A)
Client A must have information file in the 'Sex', 'Date of Birth', Address fields, and phone number fields populated in the 'Update Client Data' form and in the 'Height' and 'Weight' fields on the 'Vitals Entry' form.
Client A must have one order for "Ativan 1 MG ORAL Tablet (Schedule II) - Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 56 Tablet) in 'Home Medications' and one order for "KADIAN 20 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II) - 2 Capsule, AS NEEDED" in 'Orders This Episode'.

Steps

Select "Client A" and access the 'Order Entry Console'.
Select 'Discharge Med Reconciliation'.
Validate that Pharmacy information is displayed before the OrderConnect links in the format of: Pharmacy Name - Pharmacy Address, City, State and Zip code - Phone: ###-###-####.
Validate that there is a Change link.
Click 'Change'.
Validate that a 'Pharmacy Search' dialog is displayed.
Validate that the 'Pharmacy Type' field is defaulted to "All".
Validate that the 'Keyword' field does not contain a value
Select "All" in the 'Search Within' field
Select "Agency" in the 'miles of' field.
Click [Search].
Validate that results are displayed.
Select any pharmacy, other than the one that was originally displayed and click [Select & Make Preferred].
Validate that the value selected now appears before 'Change' in the format of: Pharmacy Name - Pharmacy Address, City, State and Zip code - Phone: ###-###-####.
Validate that the 'Inpatient Medications' order grid contains an order for "KADIAN 20 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II) - 2 Capsule, AS NEEDED".
Validate that the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "Ativan 1 MG ORAL Tablet (Schedule II) - Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 56 Tablet)" with "CONT" in the 'Action' column.
Select the order for "KADIAN" order in the 'Inpatient Medications' order grid and click [Add to Scratchpad].
Validate that the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Kadian" with "ADD" and a red flag in the 'Action' column.
Select the order for "Kadian".
Validate that the 'Dose' field contains "2".
Validate that the 'Dose Unit' field contains a default value of "Capsule".
Validate that the 'Frequency' field contains a default value of "AS NEEDED".
Validate that the 'Diagnosis' field contains a default value of "No Entry".
Validate that the 'Refills' field contains a default value of "0".
Validate that the 'Days Supply' field is not required, enabled and does not contain a value.
Set the 'Dispense Qty' field to "60".
Validate that the 'Dispense Qty Unit' field contains a default value of "Capsule".
Validate that the 'Start Date' field contains the current date.
Set the 'Stop Date' field to a value that is 30 days in the future of the 'Start Date'.
Click [Update Order].
Validate that the 'Home Medications Scratchpad (Post-Discharge) table contains the order for "Kadian" with "ADD" and no red flag in the 'Action' column.
Select the order for "Ativan" with "CONT" in the 'Action' column in the 'Home Medications Scratchpad (Post-Discharge)' and click [Reorder/Modify].
Validate that the 'Dose' field contains a default value of "1".
Set the 'Dose' field to "2".
Validate that the 'Dose Unit' field contains a default value of "Tablet".
Validate that the 'Frequency' field contains a default value of "TWICE A DAY".
Validate that the 'Diagnosis' field contains a default value of "No Entry".
Validate that the 'Refills' field contains a default value of "0".
Validate that the 'Days Supply' field is not required, enabled and contains a default value of "28".
Validate that the 'Dispense Qty' field contains a default value of "112".
Validate that the 'Dispense Qty Unit' field contains a default value of "Tablet".
Click [Update Order].
Validate that the 'Home Medications Scratchpad (Post-Discharge) contains the order for "Ativan" with "REORDER/MODIFY" in the 'Action' column.
Set the 'New Order' field to "Lisinopril 20 MG Tablet Oral"
Set the 'Dose' field to "1".
Validate that the 'Dose Unit' field contains a default value of "Tablet".
Select "Every Day" in the 'Frequency' field.
Validate that the 'Diagnosis' field contains a default value of "No Entry".
Validate that the 'Refills' field contains a default value of "0".
Validate that the 'Days Supply' field is not required and enabled.
Set the 'Days Supply' field to "28".
Validate that the 'Dispense Qty' field contains a default value of "28".
Validate that the 'Dispense Qty Unit' field contains a default value of "Tablet".
Click [Add to Scratchpad].
Validate that the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Lisinopril" with "NEW" in the 'Action' column.
Click [Review and Sign].
Validate that the 'Interactions' dialog is displayed.
Set the 'Notes' field to any value for all interactions and click [Save Override and Exit].
Validate that the 'Final Review' dialog is displayed and contains the following:
'Client Information' contains the following:
Name: Last Name,First Name
DOB: ##/##/####
Age: in years
Address: Street, Apt or Suite, City, State, Zip code
Home Phone: ###-###-####
Mobile Phone: ###-###-####
Work Phone: ###-###-####
Height: ## in (Date information was entered)
Weight: ### lbs (Date information was entered)
An order for "Kadian 20 MG Capsule, Extended Release" with "ADD" in the 'Action' column.
An order for "Ativan 1 MG Tablet" with "REORDER/MODIFY" in the 'Action' column.
An order for "Lisinopril 20 MG Tablet" with "NEW" in the 'Action' column.
Click [Sign].
Validate that the 'Discharge Med Reconciliation' section is locked down and that no functionality is enabled.
Select 'Home Medications'
Validate that the 'Order grid' contains the following orders:
Lisinopril 20 MG ORAL Tablet
Kadian 20 MG ORAL Capsule, Extended Release (Schedule II)
Ativan 1 MG ORAL Tablet (Schedule II)

Scenario 2: Home Medications - NCPDP requirements - New order

Specific Setup:

The following updates and releases are required in order to utilize this functionality: Avatar OE 2020 Update 39, RADplus Client Update 2353-007 and OrderConnect 17.28.
At least one failed order must exist in the 'Failed Orders' dialog
The Preferred Pharmacy must support 1000 characters in the 'Directions' field for an eRX order.
Client A must have an active episode and Medicaid coverage

Steps

Access the Order Entry Console for Client A.
Click the Home Medications tab.
Click the 'Failed Orders' button.
Validate the 'Client' cell contains:
Client Name, PATID
DOB, Gender
Address
Phone number
Click [Cancel].
Set the 'New Order' field to any medication.
Set the 'Dose' field to any value.
Set the 'Dose Unit' field to any value.
Set the 'Frequency' field to any value.
Click the 'DAW' checkbox.
Set the 'Days Supply' field to any value.
Set the 'Dispense Qty Unit' field to any value.
Set the 'Directions' field to 1000 characters.
Click [Add to Scratchpad].
Set the 'New Order' field to "Xyrem".
Validate the 'Note to Pharmacist' field allows up to 205 characters.
Set the 'New Order' field to "Adderall".
Validate the 'Note to Pharmacist' field allows up to 210 characters.
Set the 'New Order' field to "Suboxone".
Validate the 'Note to Pharmacist' field allows up to 192 characters.
Click [Refresh].
Set the New Order field to "predniSONE 2.5 MG, Tablet, Oral"
Click [TAPER/TITRATE]
Click [Taper]
Set the 'Dose' field to "2"
Set the 'Freq' field to "Twice a Day"
Click [Add step]
Set the 2nd 'Dose' field to "1"
Set the 2nd 'Freq' field to "Twice a Day"
Click [Add to Scratchpad]
Validate the 'Scratchpad' contains to the 2 predniSONE orders created
Select the first order in the 'Scratchpad'
Set the 'Diagnosis' field to any value
Set the 'Days Supply' field to "5"
Press the TAB key on the 'Dose' field
Validate the 'Note to Pharmacist' field is equal to "This prescription is part of a taper. Each part of the taper has a STEP number listed on the prescription. Please combine all of them into one prescription."
Click [Update Order]
Select the second order in the 'Scratchpad'
Set the 'Diagnosis' field to any value
Set the 'Days Supply' field to "5"
Press the TAB key on the 'Dose' field
Validate the 'Note to Pharmacist' field is equal to "This prescription is part of a taper. Each part of the taper has a STEP number listed on the prescription. Please combine all of them into one prescription."
Click [Update Order]
Click [Final Review].
Validate "eRX" is enabled.
Click [Change].
Validate the 'Pharmacy Type' field is equal to "All".
Validate the 'Pharmacy Type' field contains "Retail" and "Mail Order".
Set the 'Pharmacy Type' field to "Retail"
Set the 'Search Within' field to "All"
Click [Search]
Validate the 'Pharmacy Type' column displays only 'Retail' pharmacies
Set the 'Pharmacy Type' field to "Mail Order"
Click [Search]
Validate the 'Pharmacy Type' column displays only 'Mail Order' pharmacies
Set 'Pharmacy Type' field to "All".
Click [Search].
Validate the 'Pharmacy Type' column displays either 'Retail' or 'Mail Order' for each pharmacy listed.
Select a pharmacy that does not allow an eRX order with more than 1000 characters in the 'Directions' field.
Click [Select].
Validate "eRX" is disabled.
Click [Change].
Set the 'Search Within' field to "All".
Click [Search].
Select the original Preferred Pharmacy.
Click [Select].
Validate "eRX" is enabled.
Validate the 'Order Details' column contains "Brand Medically Necessary".
Click [Sign].
Validate the 'Order grid' contains the order created.

Scenario 3: Home Medications - Preferred Pharmacy - DEA Schedule associated with Order Code - Days Supply - Client Information on Final Review - 'Reason' and 'Disp. Qty' in 'Order Details' on 'Order grid'

Specific Setup:

The following updates and releases are required in order to utilize this functionality: Avatar OE 2020 Update 39, RADplus Client Update 2353-007, and OrderConnect 17.28
OrderConnect must be configured to communicate with myAvatar and vice versa.
Validate that "Client Reported" is checked in the 'Default to Client Reported in Home Medications' field in the 'Order Entry User Definition' form.
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". This is the default value. Note: This is a Netsmart staff only registry setting, please contact your Netsmart representative to have this setting configured to a different value.
The 'Avatar PM->Client Information->Client Demographics->->->Age Display Format' registry setting must be set to "1", which is to not show a more detailed age.
A client must have an active episode and information filed in the 'Diagnosis' form. (Client A)
Client A must have information file in the 'Sex', 'Date of Birth', Address fields, and phone number fields populated in the 'Update Client Data' form and in the 'Height' and 'Weight' fields on the 'Vitals Entry' form.

Steps

Select "Client A" and access the 'Order Entry Console'.
Select 'Home Medications'.
Validate that "No selected pharmacy" and 'Change' with a search icon is displayed before the OrderConnect links.
Click 'Change'.
Validate that a 'Pharmacy Search' dialog is displayed.
Set the 'Keyword' field to the name of a pharmacy that needs to be searched for.
Ensure that the search criteria reads: Search Within "All" miles of "Patient Home".
Click [Search]
Validate that results are displayed.
Select any pharmacy and click [Select & Make Preferred].
Validate that the value selected now appears before 'Change' in the format of "Pharmacy Name - Address - Phone Number".
Uncheck the 'Client Reported' checkbox.
Set the 'New Order' field to "Xyrem 500 MG/1 ML Solution Oral (Schedule III)".
Set the 'Dose' field to "1".
Validate that the 'Dose Unit' field contains "Milliliter".
Select any value in the 'Frequency' field. (ex. As Needed)
Select any value in the 'Diagnosis' field.
Validate that 'Refills' contains "0".
Validate that the 'Days Supply' field is not required and enabled.
Set the 'Days Supply' field to "30"
Validate that the 'Dispense Qty' field contains "30".
Select "Milliliter" in the 'Dispense Qty Unit' field.
Validate that the 'Start Date' contains the current date.
Validate that the 'Stop Date' contains a date that is 30 days in the future of the 'Start Date'.
Validate that the 'Directions' field contains "Take one (1) milliliter by mouth as needed".
Validate that the 'Reason' field is required and enabled.
Enter any value into the 'Reason' field. (ex. To help with withdrawal)
Click [Add to Scratchpad]
Validate that the 'Scratchpad' contains the new order with "ADD" in the 'Action' column.
Validate that 'Order' contains: Xyrem 500 MG/1ML Solution Oral (Schedule III) - Take one (1) milliliter by mouth as needed (Refills: 0, Dispense Quantity: 30)
Click [Final Review]
Validate that the 'Final Review' dialog is displayed.
Validate that 'Client Information' contains:
Name: Last Name, First Name
DOB: ##/##/####
Age: in years
Address: Street, Apt or Suite, City, State, Zip code
Home Phone: ###-###-####
Mobile Phone: ###-###-####
Work Phone: ###-###-####
Height: ## in (Date information was entered)
Weight: ### lbs (Date information was entered)
Validate that 'Order Details' does not contain a post-it note and that it contains: Xyrem 500 MG/1 ML Solution (Schedule III) - Take one (1) milliliter by mouth as needed - Days Supply: 30 - Number of Refills: 0 - Total # of Rx Fills Approved: 1 - Dispense Quantity: 30 Milliliter - Substitution Allowed - Written Date: [Date the order was written] - Reason: To help with withdrawal
Click [Sign].
Validate that the 'Order grid' contains the order for "Xyrem" with the following in 'Order Details': Xyrem 500 mg/1 ML ORAL Solution (Schedule III) - Take one (1) milliliter by mouth as needed (Refills: 0, Disp. Qty: 30 Milliliter) - Reason: To help with withdrawal.

Topics

• NCPDP • Order Entry Console

AV-69154 Summary | Details

NCPDP requirements needed for SureScript Certification - Orders This Episode / Admission Med Reconciliation

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console

Scenario 1: Admission Med Reconciliation - DEA Schedule associated with Order Code - Days Supply - Additional Instructions - Client Information in Final Review

Specific Setup:

The following updates and releases are required in order to utilize this functionality: Avatar OE 2020 Update 39, RADplus Client Update 2353-007, and OrderConnect 17.28
OrderConnect must be configured to communicate with myAvatar and vice versa.
The 'Admission Med Reconciliation' tab must be available in the Order Entry Console. Note: This is a Netsmart staff only setting, please contact your Netsmart representative to have this setting configured.
The 'Avatar PM->Client Information->Client Demographics->->->Age Display Format' registry setting must be set to "1", which is to not show a more detailed age.
A frequency code must exist that has the 'Require Special/Additional Instructions with this Frequency Code' field set to "Yes". (Twice A Day)
A client must have an active Inpatient episode associated to a New York OrderConnect Agency and whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
Client A must have information filed in the 'Allergies and Hypersensitivities' form, the 'Sex', 'Date of Birth', Address fields, and phone number fields in the 'Update Client Data' form and in the 'Height' and 'Weight' fields in the 'Vitals Entry' form.
Client A must have one order for "Ativan 1 MG ORAL Tablet (Schedule II) - Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 56 Tablet)" in 'Home Medications' and one order for "KADIAN 20 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II) - 1 Capsule, AS NEEDED" in 'Orders This Episode'.

Steps

Select "Client A" and access the 'Order Entry Console'.
Select 'Admission Med Reconciliation'.
Validate that the 'Home Medications (Pre-Admission)' order grid contains an order for "Ativan 1 MG ORAL Tablet (Schedule II) - Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 56 Tablet)".
Validate that the 'Inpatient Medications Scratchpad' contains an order for "KADIAN 20 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II) - 1 Capsule, AS NEEDED" with "CONT" in the 'Action' column.
Select the order for "Ativan 1 MG Tablet (Schedule II)" in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
Validate that the 'Inpatient Medications Scratchpad' contains the order for "ATIVAN 1 MG TABLET ORAL (Schedule IV)" with "ADD" and a red flag in the 'Action' column.
Select the order for "ATIVAN 1 MG TABLE ORAL (Schedule IV)" in the 'Inpatient Medications Scratchpad'.
Validate that the 'Dose' field contains "1'.
Validate that "Tablet" is defaulted into the 'Dose Unit' field
Validate that the 'Freq' field is defaulted to "TWICE A DAY".
Set the 'Duration' field to "28" and click [Days].
Validate that the 'Refills' field is defaulted to "0".
Validate that the 'Days Supply' field is required, enabled and contains a default value of "28".
Validate that the 'Dispense Quantity' field contains a default value of "56".
Select "Tablet" in the 'Dispense Quantity Unit' field.
Validate that the 'Addl Instructions' field is required and enabled.
Select a value in the 'Instructions' field.
Validate that the value selected is displayed in the 'Addl Instructions' field.
Add the text "Take with meals" on the next line after the default value in the 'Addl Instructions' field.
Click [Update Order].
Validate that the 'Inpatient Medications Scratchpad' contains the order for "ATIVAN 1 MG TABLET ORAL (Schedule IV)" with no red flag in the 'Action' column.
Select the order for "KADIAN 20 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)" in the 'Inpatient Medications Scratchpad' and click [Modify].
Validate that the 'Dose' field contains "1".
Set the 'Dose' field to "2".
Validate that "Capsule" is defaulted into the 'Dose Unit' field
Validate that the 'Freq' field is defaulted to "AS NEEDED".
Validate that the 'Duration' field contains "28" and that [Days] is selected.
Validate that the 'Refills' field is defaulted to "0".
Validate that the 'Days Supply' field is required, enabled and contains a default value of "28".
Validate that the 'Dispense Quantity' field contains a default value of "56".
Select "Capsule" in the 'Dispense Quantity Unit' field.
Validate that the 'Addl Instructions' field is not required.
Click [Update Order].
Validate that the 'Inpatient Medications Scratchpad' contains the order for "KADIAN 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" with "MODIFY" in the 'Action' column.
Set the 'New Order' field to "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL".
Set the 'Dose' field to "1"
Validate that the 'Dose Unit' field contains a default value of "Capsule".
Select "TWICE A DAY" in the 'Freq' field.
Set the 'Duration' field to "28" and click [Days].
Validate that the 'Refills' field is defaulted to "0".
Validate that the 'Days Supply' field is required, enabled and contains a default value of "28".
Validate that the 'Dispense Quantity' field contains a default value of "56".
Select "Tablet" in the 'Dispense Quantity Unit' field.
Validate that the 'Addl Instructions' field is required and enabled.
Select a value in the 'Instructions' field.
Validate that the value selected is displayed in the 'Addl Instructions' field.
Click [Add to Scratchpad]
Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" with "NEW" in the 'Action' column.
Click [Reconcile & Review].
Validate that an 'Interactions' dialog is displayed.
Enter any value in the 'Notes' field for each interaction and click [Save Override and Exit].
Validate that the 'Final Review' dialog is displayed and contains the following:
'Client Information' contains
Name: Last Name, First Name
DOB: ##/##/####
Age: in years
Address: Street, Apt or Suite, City, State, Zip code
Home Phone: ###-###-####
Mobile Phone: ###-###-####
Work Phone: ###-###-####
Height: ## in (Date information was entered)
Weight: ### lbs (Date information was entered)
An order for "Kadian 20 MG Capsule, Extended Release (Schedule II)" with "MODIFY" in the 'Action' column.
An order for "Ativan 1 MG Tablet (Schedule II)" with "ADD" in the 'Action' column.
An order for "PriLOSEC 10 MG Capsule, Delayed Release" with "NEW" in the 'Action' column.
Click [Sign].
Validate that the 'Admission Med Reconciliation' section is locked down and that no actions are allowed.
Select 'Orders This Episode'.
Validate that the 'Order grid' contains the following orders:
ATIVAN 1 MG ORAL TABLET (Schedule IV)
KADIAN 20 MG ORAL CAPSULE, EXTENDED RELEASE (Schedule II)
PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE

Topics

• NCPDP • Order Entry Console

AV-69412 Summary | Details

Progress Notes - 'Treatment Plan' grid

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

HomeView.Progress Notes Widget
Registry Settings (PM)

Scenario 1: Progress Notes (Group and Individual) - Validate the 'Enable Treatment Plan Grid' registry setting

Specific Setup:

The 'Enable Treatment Plan Grid' is set to "N" for 'Progress Notes (Group and Individual)'.
A client must have a Treatment Plan filed with a problem, goal, objective, and intervention associated (Client A).
The 'Progress Notes' widget is on the HomeView for the logged in user.
The 'Progress Notes (Group and Individual)' form is accessible from the Chart View for the logged in user.
User has access to the 'SYSTEM.cw_patient_notes_tpnotes' table in the 'User Definition' form.

Steps

Access the 'Registry Settings' form.
Enter "Enable Treatment Plan Grid" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings]
Select "Enable Treatment Plan Grid" for 'Progress Notes (Group and Individual)' from the 'Registry Setting' list.
Click [OK].
Validate the 'Registry Setting Details' field contains "Enter "Y" to add 'Treatment Plan' grid field to the form. Enter "YD" to add the grid field and enable the functionality to default the previously selected treatment plan to the new row. Enter "N" to remove the field from the form."
Enter "Y" in the 'Registry Setting Value' field.
Click [Submit].
Validate a "Registry Editor Filing" message is displayed stating: Successful filing.
Click [OK].
Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
Click [No].
Access the 'Progress Notes (Group and Individual)' form.
Verify the 'Treatment Plan' grid is displayed.
Enter "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select "Independent Note" in the 'Progress Note For' field.
Select any value in the 'Note Type' field.
Click [New Row] in the 'Treatment Plan' grid.
Select the desired Treatment Plan in the 'Select T.P. Version' field.
Click [View] in the 'Select T.P. Item Note Addresses' field.
Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
Select the desired treatment plan item in the 'Treatment Plan' window.
Click [Return].
Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step.
Enter the desired value in the 'T.P. Item Notes/Documentations' field.
Enter the desired value in the 'Notes Field' field.
Select "Draft" in the 'Draft/Final' field.
Click [File Note].
Validate a "Progress Notes" message is displayed stating: Note Filed.
Click [OK].
Validate the 'Treatment Plan' grid no longer contains the previously filed row.
Select the note filed in the previous steps in the 'Select Draft Note To Edit' field.
Validate the 'Treatment Plan' grid contains the row filed in the previous steps.
Click [New Row] in the 'Treatment Plan' grid.
Validate the 'Select T.P. Version' field does not contain a value.
Select the second row in the 'Treatment Plan' grid.
Click [Delete Row].
Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows?
Click [Yes].
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a "Progress Notes" message is displayed stating: Note Filed.
Click [OK] and close the form.
Access the 'Registry Settings' form.
Enter "Enable Treatment Plan Grid" in the 'Limit Registry Settings to the Following Search Criteria' field.
Click [View Registry Settings]
Select "Enable Treatment Plan Grid" for 'Progress Notes (Group and Individual)' from the 'Registry Setting' list.
Click [OK].
Enter "YD" in the 'Registry Setting Value' field.
Click [Submit].
Validate a "Registry Editor Filing" message is displayed stating: Successful filing.
Click [OK].
Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
Click [No].
Access the 'Progress Notes (Group and Individual)' form.
Verify the 'Treatment Plan' grid is displayed.
Enter "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select "Independent Note" in the 'Progress Note For' field.
Select any value in the 'Note Type' field.
Click [New Row] in the 'Treatment Plan' grid.
Select the desired Treatment Plan in the 'Select T.P. Version' field.
Click [View] in the 'Select T.P. Item Note Addresses' field.
Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
Select the desired treatment plan item in the 'Treatment Plan' window.
Click [Return].
Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step.
Enter the desired value in the 'T.P. Item Notes/Documentations' field.
Click [New Row] in the 'Treatment Plan' grid.
Validate the 'Select T.P.Version' field defaults in with the value selected in the first row.
Click [View] in the 'Select T.P. Item Note Addresses' field.
Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
Select the desired treatment plan item in the 'Treatment Plan' window.
Click [Return].
Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step.
Enter the desired value in the 'T.P. Item Notes/Documentations' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a "Progress Notes" message is displayed stating: Note Filed.
Click [OK] and close the form.
Select "Client A" and navigate to the 'Progress Notes' widget.
Validate the progress notes filed in the previous steps are displayed.
Validate the rows filed in the 'Treatment Plan' grid are displayed.
Double click on "Client A" to open the Chart View.
Select 'Progress Notes (Group and Individual)' from the left-hand side.
Validate the progress notes filed in the previous steps are displayed.
Validate the rows filed in the 'Treatment Plan' grid is displayed.
Close the chart.

Topics

• Progress Notes • Treatment Plan

AV-69413 Summary | Details

Acknowledgement restrictions in eMAR

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Avatar eMAR
eMAR widget

Scenario 1: 'Prevent Use of Acknowledge Order Function In eMAR' with order within administration window

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Allow Administration Events For # Of Minutes From Scheduled Time' registry setting must be set to "60".
The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "1".
The 'Prevent Use of Acknowledge Order Function In eMAR' field must be set to "Yes" in the 'Order Entry User Definition' form.
A client must have an active episode and an active pharmacy-type order with a 'Frequency Code' with administration times that fit within the Administration window. (Client A) (RITALIN 20 MG ORAL TABLET (Schedule II) 1 Tablet, 3 TIMES A DAY)
A barcode for "RITALIN 20 MG ORAL TABLET" must exist - 00078-0441-05.

Steps

Access 'Avatar eMAR'.
Validate that the 'Enable Multiple Administration Selection' checkbox is checked and disabled.
Select "Client A" in the 'Client' field.
Validate that an order for "RITALIN 20 MG ORAL TABLET" is displayed with a cell under the current date with a yellow or green indicator in one of the three cells with administration hours.
Scan the barcode for "RITALIN 20 MG ORAL TABLET" - 00078-0441-05
Validate that an 'Error' message is displayed and contains: Administration events cannot be recorded for this order until it has been acknowledged by an authorized user.
Click [OK] and close form.

Scenario 2: 'Prevent Use of Acknowledge Order Function In eMAR' with order outside of administration window

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Allow Administration Events For # Of Minutes From Scheduled Time' registry setting must be set to "60".
The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "1".
The 'Prevent Use of Acknowledge Order Function In eMAR' field must be set to "Yes" in the 'Order Entry User Definition' form.
A client must have an active episode and an active pharmacy-type order with a 'Frequency Code' with administration times that do not fit within the Administration window. (Client A) (PRILOSEC 20 MG CAPSULE, DELAYED RELEASE ORAL 1 Capsule, TWICE A DAY)
A barcode for "PRILOSEC 20 MG CAPSULE, DELAYED RELEASE ORAL" must exist - 54868-2169-04.

Steps

Select "Client A" and access the 'eMAR' widget.
Validate that the' Enable multiple administration selection' checkbox is checked and disabled.
Validate that an order for "PRILOSEC 20 MG ORAL CAPSULE, DELAYED RELEASE" is displayed with all cells under the current date have a red indicator.
Scan the barcode for "PRILOSEC 20 MG ORAL CAPSULE, DELAYED RELEASE" - 54868-2169-04
Validate that an 'Order Selection' dialog is displayed that states: The system identified 1 order that matches the selected medication. Please select the order and administration time by double-clicking on the appropriate cell.
Double Click one of the cells under the current date with a red indicator.
Validate that an 'Error' message is displayed that contains: Administration events cannot be recorded for this order until it has been acknowledged by an authorized user.
Click [OK].
Select the 'HomeView' and deselect "Client A".

Topics

• Avatar eMAR • eMAR

AV-69461 Summary | Details

My Clients Widget

Scenario 1: 'My Clients' Widget - ''Active" client display

Specific Setup:

Have a user [UserA] who is a staff member that has two clients in their caseload [ClientA] and [ClientB]
[ClientA] and [ClientB] have appointments scheduled in form "Scheduling Calendar" for the current date at [SiteA]
Have other users who are staff members defined on the system
Log in as [UserA]

Steps

On the home view click on the "Client tab in the "My Clients" widget.
Go down the list and click each client listed on the tab
Validate each time the client is selected that their name is highlighted
Click on the "Staff" tab
Go down the list and click each staff members name listed on the tab
Validate each time, the staff member is selected their name is highlighted
Click the "Site" tab
Select [SiteA] in the "Search" field
Verify [ClientA] and [ClientB] are found and displayed as expected.
Select [ClientA]
Validate [ClientA] is highlighted
Click the "Client" tab
Validate [ClientA] now selected (highlighted) in the "Client" tab
While on the "Client" tab, select [ClientB]
Validate [ClientB] is highlighted
Click the "Site" tab
Validate [ClientB] now selected (highlighted) in the "Site" tab

Topics

• Widgets

AV-69638 Summary | Details

Form Designer - HTML

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Form Designer (CWS)
Form Designer (PM)
Modeling

Scenario 1: Validate font and field property settings made using "Form Designer"

Specific Setup:

Have a form that contains a field with "Frame" object surrounding the field name text of the field. For example the "Service Start Time" field on a progress note form, will be used for testing
On the same form, have a field that does not have a "Frame" object surrounding the field name text of the field. For example the "Service Duration" field on the "Inpatient Progress Note" form, will be used for testing.

Steps

Open form "Form Designer" in CWS
Select the form
Select the "(Inpatient Progress Notes)" tab, in the "Tab Name" field
Click [Show Tab]
Navigate to "Service Start Time" field
Click the field name text of the field object, which contains a frame surrounding the text
Validate the "Frame" surrounding the field name is highlighted
In the field properties pane on the left side, click the field name in the "Text" column
Click [Edit]
In the "Text Editor" box that displays, validate there is a warning stating "Warning:HTML is not supported for frame objects, Please input plain text"
In the text editor box add some HTML around the name of the field. For example HTML to change the font, color and text size. For example: "<html><font face=SansSerif "font color = red" style="font-size: 11pt; font-weight:normal; font-style: normal;">Service Start Time Test</font><html>"
Click [OK]
In the field properties pane on the left side, click the field name in the "Text" column
Click [Edit]
Validate all the HTML commands are stripped out leaving only the plain text. For example using example entered in step 11, only "Service Start Time Test" world be displayed
Click [Save]
Click [Submit]
Open the "Inpatient Progress Notes" form
Select a client
Validate the field name for "Service Start Time" is displayed as expected and with no font, color or text size changes
Close the form
Repeat steps 1 thru 4
Navigate to "Service Duration" field
Click the field name text of the field object
Repeat Steps 10 thru 12
In the field properties pane on the left side, click the field name in the "Text" column
Validate all the HTML commands and text have remained as they were entered, as expected
Click [OK]
Click [Save]
Click [Submit]
Open the form
Validate the field name for "Service Duration" field displays as expected, with the font, color and text size applied to the field in "Form Designer"
Validate the field name for the "Service Start Time" field displays as expected in plain text, with no font, color or size changes

Topics

• Form Designer

AV-69704 Summary | Details

Missing required field flag is shown in the 'Scratchpad' when applicable.

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console

Scenario 1: Create New Order and ensure 'Days Supply' is not required when not displayed

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 'Avatar PM->Billing->Electronic Billing->NCPDP->->Enable NCPDP Billing' registry setting must be set to "N". If this setting was originally set to "Y" please make sure there is no value in the 'Default Days Supply' field on the 'NCPDP System Defaults' form and then set the registry setting to "N".
A client must have an active inpatient episode whose program and unit are not configured in the 'External Pharmacy Setup' form. (Client A)

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "FLUOXETINE HCL 20 MG TABLET ORAL".
Set the 'Dose' field to "1".
Select "Tablet" in the 'Dose Unit' field.
Select "Twice a Day" in the 'Freq' field.
Set the 'Duration' field to "10" and click [Days].
Validate that the 'Days Supply' field is not displayed.
Validate that the 'Start Date' field contains the current date.
Validate that the 'Start Time' field contains the current time.
Validate that the 'Stop Date' field contains a date that is 10 days in the future of the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is one minute prior than the 'Start Time'.
Click [Add to Scratchpad]
Validate that the 'Scratchpad' contains the order for "FLUOXETINE HCL 20 MG TABLET ORAL" with no red flag in the 'Action' column.
Click [Sign].
Validate that the 'Order grid' contains the order for "FLUOXETINE HCL 20 MG ORAL TABLET".

Topics

• Order Entry Console

AV-69716 Summary | Details

Medical Note - Switching client in context

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

E&M Appointments
Facesheet
HomeView.Orders
HomeView.Reaching Recovery Widget
HomeView.Recent Clients
HomeView.SSO Flowsheet

Scenario 1: Medical Note - Validate client in focus when switching client in context

Specific Setup:

User with existing Provider login credentials
User has a new client with existing appointment
User has at least 2 clients
client A and client B
The Medical Note widget is properly configured to allow setting and switching patients in context from a Client widget in the same view
Configuration set on "ClientEventProcessor" is enabled in MedNote admin tool for MedNote to automatically switch client context

Steps

Login to Avatar as a Provider.
Select the MedNote Widget and verify the existence of the “Todays E&M Appointments/Notes”.
Validate that the existing appointment is displayed for new client A in “Todays E&M Appointments/Notes”.
Select new client A and validate the "Facesheet" tab is displayed for new client A.
Navigate to the header of the widget, validate that the selected new client A is displayed under the “Selected Client”.
Navigate to the “Recent Clients” widget, validate that the selected new client A is displayed in the “Recent Clients” widget.
Navigate to the “HomeviewCLINICIAN” widget, validate that the selected new client A is displayed under the “Selected Client” in the header of the widget.
Navigate to the “Recent Clients” widget, validate that the selected new client A is displayed in the “Recent Clients” widget.
Navigate to the “Orders” widget, validate that the selected new client A is displayed under the “Selected Client” in the header of the widget.
Navigate to the “Recent Clients” widget, validate that the selected new client A is displayed in the “Recent Clients” widget.
Navigate to the “SSO Flowsheet” widget, validate that the selected new client A is displayed under the “Selected Client” in the header of the widget.
Navigate to the “Recent Clients” widget, validate that the selected new client A is displayed in the “Recent Clients” widget.
Navigate to the “Reaching Recovery” widget, validate that the selected new client A is displayed under the “Selected Client” in the header of the widget.
Navigate to the “Recent Clients” widget, validate that the selected new client A is displayed in the “Recent Clients” widget.
Select the MedNote Widget and verify the existence of the “Todays E&M Appointments/Notes”.
Validate that the existing appointment is displayed for client B in “Todays E&M Appointments/Notes”.
Select client B and validate the "Facesheet" tab is displayed for client B.
Navigate to the header of the widget, validate that the selected client B is displayed under the “Selected Client”.
Navigate to the “Recent Clients” widget, validate that the selected client B is displayed in the “Recent Clients” widget.
Navigate to the “HomeviewCLINICIAN” widget, validate that the selected client B is displayed under the “Selected Client” in the header of the widget.
Navigate to the “Recent Clients” widget, validate that the selected client B is displayed in the “Recent Clients” widget.
Navigate to the “Orders” widget, validate that the selected client B is displayed under the “Selected Client” in the header of the widget.
Navigate to the “Recent Clients” widget, validate that the selected client B is displayed in the “Recent Clients” widget.
Navigate to the “SSO Flowsheet” widget, validate that the selected client B is displayed under the “Selected Client” in the header of the widget.
Navigate to the “Recent Clients” widget, validate that the selected client B is displayed in the “Recent Clients” widget.
Navigate to the “Reaching Recovery” widget, validate that the selected client B is displayed under the “Selected Client” in the header of the widget.
Navigate to the “Recent Clients” widget, validate that the selected client B is displayed in the “Recent Clients” widget.

Topics

• Medical Note

AV-69768 Summary | Details

Spellchecker functionality

Scenario 1: Validate Avatar spellchecker and word suggestion functionality

Specific Setup:

Have and Avatar instance running on a local or VM machine
Copy the "Spellchecker" program directory, located by default in this location "C:\Users\WindowsLoginUsername\AppData\Local\Creative Socio-Medics\spellchecker" to a new location. For example the: "C:\Temp" directory
Have access to Windows "Environmental Variables" setting located in "System Properties"
Add the following variable to the user variables in the "Environmental Variables" settings screen. NTST_SPELLCHECK_USER_DIC_PATH=C:\Temp".
Have access to any form with a text field on the form. For example a progress note form

Steps

Open the form
Navigate to a text field
Type a valid word in the text box
Right-click on the word
Click "Spellcheck" from the drop down list
Validate the message "Spelling Check is Complete" is displayed
Click [OK]
Type a word in the field, but misspell the word
Validate the word is underscored in red
Right click on the word
Click "Spellcheck" from the drop down list
Validate the "Check Spelling" dialog screen is displayed
Validate word suggestions are listed in the "Suggestions:" box
Click one of the selected words
Click [Change]
Validate the word has replaced the misspelled word in the text field and is not underscored in red
Type the same misspelled word as in step 2 again
This time, click [Add] to add the word as a new word
Validate the word remains as initially spelled in the text box
Add a letter to the end of the word to intentionally misspell it
Right click on the word
Click "Spellcheck" from the drop down list
Validate the word from step 18 that was added, is now in the "Suggestions:" box as a valid word suggestion
Click the suggested word and click [Change]
Validate the suggested word has replaced the misspelled word in the text box and is not underscored in red
Right-click on the word
Click "Spellcheck" from the drop down list
Validate the message "Spelling Check is Complete" is displayed

Topics

• Forms

AV-69773 Summary | Details

'Reported Source' is only displayed for 'Client Reported' orders

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console
Order Entry Console - Home Medications section

Scenario 1: OE - Discharge Med Reconciliation - Discharge Disposition with no default Discharge Disposition but it is required

Specific Setup:

A Client (Client A) must be admitted into an inpatient program
Registry setting Default for 'Discharge Disposition' in OE Console (Discharge Med Rec section) set to no value
Registry setting Require 'Discharge Disposition' in OE Console (Discharge Med Rec section) set to "Y"
Client A must have 2 Pharmacy type orders filed on the Orders This Episode tab of the Order Entry Console (Order A, Order B)
Client A must have a Prescription order and a Client Reported order created on the Home Medications section of the Order Entry Console
RADplus Middleware update 2353-007 is required for full functionality

Steps

Access the Order Entry Console for Client A.
Click the 'Discharge Med Reconciliation' tab.
Validate the 'Discharge Disposition' field is equal to "required".
Set the 'New Order' field to "Advil".
Verify the 'Error' dialog exists.
Validate the 'Error' dialog contains "A Discharge Disposition is required. Please select a disposition to continue."
Click [OK].
Select "Order A" from the 'Inpatient Medications' table.
Click [Add to Scratchpad As RX].
Verify the 'Error' dialog exists.
Validate the 'Error' dialog contains "A Discharge Disposition is required. Please select a disposition to continue."
Click [OK].
Set the 'Discharge Disposition' field to "Discharge to Home".
Validate the 'No Prescription Required' checkbox is equal to "not checked".
Select "Order A" from the 'Inpatient Medications' table.
Click [Add to Scratchpad].
Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains "Order A".
Select "Order A" from the 'Home Medications Scratchpad (Post-Discharge)' table.
Validate the 'No Prescription Required' checkbox is equal to "not checked".
Validate the 'Directions' field contains the appropriate directions for this order.
Set the 'Days Supply' field to "20".
Select any value from the 'Dispense Qty Unit' field.
Click [Update Order].
Select "Order B" from the 'Inpatient Medications' table.
Click [Add to Scratchpad No RX].
Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains "Order B".
Select "Order B" from the 'Home Medications Scratchpad (Post-Discharge)' table.
Validate the 'No Prescription Required' checkbox is equal to "checked".
Click [Update Order].
Validate the 'Type' column in the 'Home Medications Scratchpad (Post Discharge)' displays "NoRX" for Order B.
Select the Client Reported order from the 'Home Medications Scratchpad (Post-Discharge)' table.
Click [Make Rx].
Verify the 'No Prescription Required' checkbox does not exist.
Verify there is a 'NoRx Checkbox is hidden for MakeRX orders' label where the 'No Prescription Required' checkbox used to be.
Set the 'Diagnosis' field to any value.
Set the 'Days Supply' field to any value.
Set the 'Dispense Qty Unit' field to any value.
Click [Update Order].
Select the Prescription order created from the 'Home Medications Scratchpad (Post-Discharge)' table.
Click [Reorder/Modify].
Verify the 'No Prescription Required' checkbox does not exist.
Verify there is a 'NoRx Checkbox is hidden for Reordered orders' label where the 'No Prescription Required' checkbox used to be.
Click [Update Order].
Select the Orders A and B from the 'Home Medications Scratchpad (Post-Discharge)' table.
Verify the 'No Prescription Required' checkbox does not exist.
Verify there is a 'NoRx Checkbox is hidden for from selecting mixed types of orders' label where the 'No Prescription Required' checkbox used to be.
Verify there is a Note in the 'Order Details that reads "These fields apply only to items that are currently selected for update in the Scratchpad."
Click [Cancel Update].
Click [Final Review and Sign].
Click [Sign].
Validate the 'Discharge Med Reconciliation' tab displays as view only.
Click [Print Report].
Validate a row below the 'Signed By:' row contains "Discharge Disposition: Discharge to Facility".
Click the 'Home Medications' tab.
Validate the 'No Prescription Required' order created displays with a reported source of "Discharge Med Rec - No RX Needed".

Topics

• Discharge Med Reconciliation

AV-70010 Summary | Details

MyToDo Widget - Sign Tab

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Clinical Document Viewer
HomeView.My To Do's

Scenario 1: MyToDo Sign Tab - Validation

Specific Setup:

Documents must be created and routed to user(s).

Steps

Navigate to the Sign tab of the "MyToDo" Widget.
Select a document in the "Search Documents" pane.
Click "Accept" button from the "Search Documents" pane.
Validate the document moves to the "Accepted Document" pane.
Select the document that was just moved to the "Accepted Documents" pane.
Click "Sign All".
Set "Password" to the user's password.
Click "OK".
Select a document in the "Search Documents" pane.
Click "Accept" button from the "Documents" pane.
Validate the document moves to the "Accepted Document" pane.
Select the document that was just moved to the "Accepted Documents" pane.
Click "Sign All".
Set "Password" to the user's password.
Click "OK".
Open the "Clinical Document Viewer" form.
Validate the document(s) signed appear in the document list
Validate the document can be viewed.

Topics

• Widgets

AV-70021 Summary | Details

Order Entry Console - Discharge Med Reconciliation - Discharge Disposition

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console
Order Entry Console - Home Medications section

Scenario 1: OE - Discharge Med Reconciliation - Discharge Disposition with no default Discharge Disposition but it is required

Specific Setup:

A Client (Client A) must be admitted into an inpatient program
Registry setting Default for 'Discharge Disposition' in OE Console (Discharge Med Rec section) set to no value
Registry setting Require 'Discharge Disposition' in OE Console (Discharge Med Rec section) set to "Y"
Client A must have 2 Pharmacy type orders filed on the Orders This Episode tab of the Order Entry Console (Order A, Order B)
Client A must have a Prescription order and a Client Reported order created on the Home Medications section of the Order Entry Console
RADplus Middleware update 2353-007 is required for full functionality

Steps

Access the Order Entry Console for Client A.
Click the 'Discharge Med Reconciliation' tab.
Validate the 'Discharge Disposition' field is equal to "required".
Set the 'New Order' field to "Advil".
Verify the 'Error' dialog exists.
Validate the 'Error' dialog contains "A Discharge Disposition is required. Please select a disposition to continue."
Click [OK].
Select "Order A" from the 'Inpatient Medications' table.
Click [Add to Scratchpad As RX].
Verify the 'Error' dialog exists.
Validate the 'Error' dialog contains "A Discharge Disposition is required. Please select a disposition to continue."
Click [OK].
Set the 'Discharge Disposition' field to "Discharge to Home".
Validate the 'No Prescription Required' checkbox is equal to "not checked".
Select "Order A" from the 'Inpatient Medications' table.
Click [Add to Scratchpad].
Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains "Order A".
Select "Order A" from the 'Home Medications Scratchpad (Post-Discharge)' table.
Validate the 'No Prescription Required' checkbox is equal to "not checked".
Validate the 'Directions' field contains the appropriate directions for this order.
Set the 'Days Supply' field to "20".
Select any value from the 'Dispense Qty Unit' field.
Click [Update Order].
Select "Order B" from the 'Inpatient Medications' table.
Click [Add to Scratchpad No RX].
Validate the 'Home Medications Scratchpad (Post-Discharge)' table contains "Order B".
Select "Order B" from the 'Home Medications Scratchpad (Post-Discharge)' table.
Validate the 'No Prescription Required' checkbox is equal to "checked".
Click [Update Order].
Validate the 'Type' column in the 'Home Medications Scratchpad (Post Discharge)' displays "NoRX" for Order B.
Select the Client Reported order from the 'Home Medications Scratchpad (Post-Discharge)' table.
Click [Make Rx].
Verify the 'No Prescription Required' checkbox does not exist.
Verify there is a 'NoRx Checkbox is hidden for MakeRX orders' label where the 'No Prescription Required' checkbox used to be.
Set the 'Diagnosis' field to any value.
Set the 'Days Supply' field to any value.
Set the 'Dispense Qty Unit' field to any value.
Click [Update Order].
Select the Prescription order created from the 'Home Medications Scratchpad (Post-Discharge)' table.
Click [Reorder/Modify].
Verify the 'No Prescription Required' checkbox does not exist.
Verify there is a 'NoRx Checkbox is hidden for Reordered orders' label where the 'No Prescription Required' checkbox used to be.
Click [Update Order].
Select the Orders A and B from the 'Home Medications Scratchpad (Post-Discharge)' table.
Verify the 'No Prescription Required' checkbox does not exist.
Verify there is a 'NoRx Checkbox is hidden for from selecting mixed types of orders' label where the 'No Prescription Required' checkbox used to be.
Verify there is a Note in the 'Order Details that reads "These fields apply only to items that are currently selected for update in the Scratchpad."
Click [Cancel Update].
Click [Final Review and Sign].
Click [Sign].
Validate the 'Discharge Med Reconciliation' tab displays as view only.
Click [Print Report].
Validate a row below the 'Signed By:' row contains "Discharge Disposition: Discharge to Facility".
Click the 'Home Medications' tab.
Validate the 'No Prescription Required' order created displays with a reported source of "Discharge Med Rec - No RX Needed".

Topics

• Discharge Med Reconciliation

AV-70080 Summary | Details

"myAvatar" sign-in screen

Scenario 1: Launch "myAvatar" sign-in screen - validations

Specific Setup:

On the middleware server, edit or have Netsmart edit the "rpclient_local_properties" file add text that will display as a banner above the login credentials section of the "myAvatar" login page when its launched. The setting "radplusclient.login.banner.text" is used to enable this using HTML commands.
For example: " radplusclient.login.banner.text=\<html> \<body style="background-color: #F6F6F6;"> \<div style="text-align: center;"> \<div style="display: inline-block; padding: 20px 100px;"> \<span style="font-family: cambria; color: #62686C; font-size: 10px; font-weight: bold;"> \<span style="font-size: 14px; color: #3C5F78;">\ Enter text here to display in a banner above the login credentials section on the myAvatar login screen. \ </span> \ </div> </body> \</html>

Steps

Launch the Avatar middleware application/link to load the "Start myAvatar" page
When the page is loaded, click the [Start myAvatar] button
Validate the myAvatar "..loading please wait" splash screen is displayed
Validate the "myAvatar Sign-in" screen loads successfully
In the top right corner of the "myAvatar Sign-in" screen, click the box icon to expand the screen to full size
Validate the banner above the login credential section of the page, displays all the banner text as expected and is centered directly in the middle of the login page
Validate the "myAvatar" insignia with login credentials section below it, are centered directly in the middle of the login page
Click the box icon again to minimize the screen
Validate the screen returns to the expected size
Enter credentials to log in to Avatar
Validate login is successful

Topics

• Forms

AV-70145 Summary | Details

Order Entry Console - External Pharmacy Mode - Taper/Titrate Dose Unit

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console - Taper/Titrate dialog
Orders This Episode

Scenario 1: Orders This Episode - External Pharmacy Mode - Taper/Titrate

Specific Setup:

A client (Client A) must have an active inpatient program whose Program or Unit must be configured in the 'External Pharmacy Setup' form.
OrderConnect must be installed and configured to communicate with myAvatar and vice versa.

Steps

Access the Order Entry Console for Client A
Click the 'Orders This Episode' tab
Set the 'New Order' field to "Prednisone"
Click the 'PREDNISONE INTENSOL 5 MG/1 ML SOLUTION ORAL' item
Click [TAPER/TITRATE]
Validate the 'Dose Unit' field contains only values that also exist in OrderConnect

Topics

• Order Entry Console

AV-70303 Summary | Details

OE Console - Discharge Med Rec - Reorder/Modify creates new order starting on the current date

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console
Order Entry Console - Final Review dialog
Order Entry Console - Home Medications section
Order Entry Console - Orders This Episode section

Scenario 1: Order Entry Console - Discharge Med Reconciliation - Reorder/Modify

Specific Setup:

A client (Client A) must have an active inpatient program whose Program or Unit must be configured in the 'External Pharmacy Setup' form.
OrderConnect must be installed and configured to communicate with myAvatar and vice versa.

Steps

Access the Order Entry Console for Client A.
Click the 'Home Medications' tab.
Click the 'Client Reported' checkbox.
Set the 'New Order' field to "Advil".
Click the 'Advil 200 MG, Tablet, Oral' item.
Set the 'Dose' field to "2".
Select "Tablet" from the 'Dose Unit' field.
Select "Twice a Day" from the 'Frequency' field.
Set the 'Days Supply' field to "15".
Set the 'Start Date' field to "t-10".
Click [Add to Scratchpad].
Click [Final Review].
Click [Sign].
Click the 'Discharge Med Reconciliation' tab.
Select the order created from the 'Home Medications Scratchpad (Post-Discharge)' table.
Click [Reorder/Modify].
Validate the 'Start Date' field is equal to the current date.

Topics

• Medication Reconciliation

AV-70366 Summary | Details

Orders This Episode - Default Special/Additional Instructions

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Order Entry Console
HomeView - my Clients
Order Entry Console - Order Group dialog
Orders This Episode

Scenario 1: Orders This Episode - DEA Schedule associated with Order Code - Days Supply - Additional Instructions - Client Information in Final Review - New order, reorder, modify, copy

Specific Setup:

The following updates and releases are required in order to utilize this functionality: Avatar OE 2020 Update 39, RADplus Client Update 2353-008, and OrderConnect 17.28
OrderConnect must be configured to communicate with myAvatar and vice versa.
The 'Avatar PM->Client Information->Client Demographics->->->Age Display Format' registry setting must be set to "1", which is to not show a more detailed age.
A frequency code must exist that has the 'Require Special/Additional Instructions with this Frequency Code' field set to "Yes". (ex. 3 Times A Day)
A pharmacy-type order code must exist that has the 'Require Special /Additional Instructions' set to "No" in the 'Order Code Setup' form. (ex. XANAX 0.25 MG TABLET ORAL(Schedule IV)) (Order Code A)
A client must have an active Inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
Client A must have information filed in the 'Allergies and Hypersensitivities' form, the 'Sex', 'Date of Birth', Address fields, and phone number fields in the 'Update Client Data' form and in the 'Height' and 'Weight' fields in the 'Vitals Entry' form.

Steps

Select "Client A" and access the 'Order Entry Console'.
Set the 'New Order' field to "Order Code A" (XANAX 0.25 MG TABLET ORAL (Schedule IV))
Validate that the 'Addl Instructions' field is not required.
Set the 'Dose' field to "1".
Validate that the 'Dose Unit' field contains a default value of "Tablet".
Select "3 TIMES A DAY" in the 'Freq' field.
Set the 'Duration' field to "28" and click [Days].
Validate that the 'Refills' field contains "0".
Validate that the 'Days Supply' field is required and contains "28".
Validate that the 'Dispense Qty' field contains "84".
Select "Tablet" in the 'Dispense Qty Unit' field.
Validate that the 'Start Date' field contains the current date.
Set the 'Start Date' field to a date that is twenty-five days in the past of the current date.
Validate that the 'Start Time' field contains the current time.
Validate that the 'Stop Date' field contains a date that is twenty-five days in the future of the 'Start Date', which is three days in the future of the current date.
Validate that the 'Stop Time' field contains a value that is one minute prior to the 'Start Time'.
Validate that the 'Addl Instructions' field is required and does not contain a value.
Click [Add to Scratchpad].
Validate that the new order is in the 'Scratchpad' with "ADD" and a red flag in the 'Action' column and details of "XANAX 0.25 MG TABLET ORAL (Schedule IV) - 1 TABLET 3 TIMES A DAY" in 'Order'.
Select the order in the 'Scratchpad' and select any value in the 'Instructions' field.
Validate that the value selected appears in the 'Addl Instructions' field.
Add "Take with meals" after the value that was defaulted.
Click [Update Order] and [Final Review]
Validate that the 'Final Review' dialog is displayed.
Validate that the following information is displayed in 'Client Information':
Name: Last Name, First Name
DOB: ##/##/####
Age: in years
Address: Street, Apt or Suite, City, State, Zip code
Home Phone: ###-###-####
Mobile Phone: ###-###-####
Work Phone: ###-###-####
Height: ## in (Date information was entered)
Weight: ### lbs (Date information was entered)
Validate 'Order Details' contains "Xanax 0.25 MG Tablet (Schedule II)" on the first line.
Click [Sign].
Validate the 'Order grid' contains the new order with the following in 'Order Details': "XANAX 0.25 MG ORAL TABLET (Schedule IV) - 1 Tablet, 3 TIMES A DAY" and an 'Order Status' of "Active - No Renew - Use Reorder" for the new order created.
Select the order in the 'Order grid' and click [Reorder].
Validate that the 'Dose' field contains "1".
Validate that the 'Dose Unit' field contains "Tablet".
Validate that 'Freq' contains "3 TIMES A DAY".
Validate that 'Duration' contains "28" and has [Days] selected.
Validate that the 'Refills' field contains "0".
Validate that the 'Days Supply' field is required and contains "28".
Validate that the 'Dispense Qty' field contains "84".
Validate that the 'Dispense Qty Unit' field contains "Tablet".
Validate that the 'Start Date' field contains a date that is the same value as the original order's 'Stop Date'.
Validate that the 'Start Time' field contains a time that is one minute after the original order's 'Stop Time'.
Validate that the 'Stop Date' field contains a date that is 28 days in the future of the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is one minute prior than the 'Start Time'.
Validate that the 'Earliest Fill Date' field contains the current date. This is because five days prior to the end date of the original order would be in the past.
Validate that the 'Addl Instructions' field is required and contains the values entered when creating the original order.
Click [Add to Scratchpad] and [Final Review].
Validate that the 'Interactions' dialog is displayed and contains a 'Duplicate Order' tab that states: DUPLICATE ORDER CODE: XANAX 0.25 MG ORAL TABLET (29002) 1 active order with this same 'Order Code' was found for this client.
Set the 'Note' field to any value and click [Save Override and Exit].
Validate that the 'Final Review' dialog is displayed.
Click [Sign].
Validate that the 'Order grid' contains the following:
A new order for "XANAX 0.25 MG ORAL TABLET (Schedule IV) - 1 Tablet, 3 TIMES A DAY" with an 'Order Status' of "Active".
The original order for "XANAX 0.25 MG ORAL TABLET (Schedule IV)" with an 'Order Status' of "Active - Reordered"."
Select the order for "XANAX 0.25 MG TABLET ORAL (Schedule IV)" with an 'Order Status' of "Active - Reordered" and click [Modify].
Validate that the 'Dose' field contains "1".
Set the 'Dose' field to "2".
Validate that the 'Dose Unit' field contains "Tablet".
Validate that 'Freq' contains "3 TIMES A DAY".
Validate that 'Duration' contains "28" and has [Days] selected.
Validate that the 'Refills' field contains "0".
Validate that the 'Days Supply' field is required and contains "28".
Validate that the 'Dispense Qty' field contains "168".
Validate that the 'Dispense Qty Unit' field contains "Tablet".
Validate that the 'Start Date' field does not contain a value.
Set the 'Start Date' field to a date that is on day after the 'Stop Date' of the new order for "XANAX 0.25 MG ORAL TABLET (Schedule IV)" with an 'Order Status' of "Active".
Validate that the 'Start Time' field does not contain a value.
Set the 'Start Time' field to "0000" and tab out of the field.
Validate that it converts to "12:00 AM".
Validate that the 'Stop Date' field contains a date that is 28 days in the future of the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is one minute prior than the 'Start Time'.
Validate that the 'Earliest Fill Date' field contains the current date. This is because five days prior to the end date of the original order would be in the past.
Validate that the 'Addl Instructions' field is required and contains the values entered when creating the original order.
Click [Add to Scratchpad] and [Final Review].
Validate that the 'Interactions' dialog is displayed
Set the 'Note' field to any value and click [Save Override and Exit].
Validate that the 'Final Review' dialog is displayed.
Click [Sign].
Validate that the 'Order grid' does not contain the order for "XANAX 0.25 MG ORAL TABLET (Schedule IV)" with an 'Order Status' of "Active - Reordered".
Validate that the 'Order grid' contains the following orders:
XANAX 0.25 MG ORAL TABLET (Schedule IV) - 2 Tablet, 3 TIMES A DAY
XANAX 0.25 MG ORAL TABLET (Schedule IV) - 1 Tablet, 3 TIMES A DAY, which was the result of the 'Reorder'.
Select the order for "XANAX 0.25 MG ORAL TABLET (Schedule IV) - 2 Tablets, 3 TIMES A DAY" and click [Copy].
Validate that the 'Dose' field contains "2".
Validate that the 'Dose Unit' field contains "Tablet".
Validate that 'Freq' contains "3 TIMES A DAY".
Validate that 'Duration' contains "28" and has [Days] selected.
Validate that the 'Refills' field contains "0".
Validate that the 'Days Supply' field is required and contains "28".
Validate that the 'Dispense Qty' field contains "168".
Validate that the 'Dispense Qty Unit' field contains "Tablet".
Validate that the 'Start Date' field does not contain a value.
Set the 'Start Date' field to a date that is one day after the 'Stop Date' of the new order for "XANAX 0.25 MG ORAL TABLET (Schedule IV) - 2 Tablets, 3 TIMES A DAY" with an 'Order Status' of "Active".
Validate that the 'Start Time' field does not contain a value.
Set the 'Start Time' field to "0000" and tab out of the field.
Validate that it converts to "12:00 AM".
Validate that the 'Stop Date' field contains a date that is 28 days in the future of the 'Start Date'.
Validate that the 'Stop Time' field contains a time that is one minute prior than the 'Start Time'.
Validate that the 'Earliest Fill Date' field contains the current date. This is because five days prior to the end date of the original order would be in the past.
Validate that the 'Addl Instructions' field is required and contains the values entered when creating the original order.
Click [Add to Scratchpad] and [Final Review].
Validate that the 'Interactions' dialog is displayed and contains a 'Duplicate Order' tab that states: DUPLICATE ORDER CODE: XANAX 0.25 MG ORAL TABLET (29002) 2 active orders with this same 'Order Code' were found for this client.
Set the 'Note' field to any value and click [Save Override and Exit].
Validate that the 'Final Review' dialog is displayed.
Click [Sign].
Validate that the 'Order grid' contains the following orders:
Two orders for "XANAX 0.25 MG ORAL TABLET (Schedule IV) - 2 Tablet, 3 TIMES A DAY".
An order for "XANAX 0.25 MG ORAL TABLET (Schedule IV) - 1 Tablet, 3 TIMES A DAY", which was the result of the 'Reorder'.

Scenario 2: Orders This Episode - Additional Instructions

Specific Setup:

An order code (Order Code A) must have 'Default Special/Additional Instructions' with multiple line breaks - configured in the 'Order Code Setup' form
An order code (Order Code B) must be a part of an order group (Order Group A) and must be configured to default 'Special/Additional Instructions' with multiple line breaks
Order B must have a default Dose and Dose Unit and frequency defined in the 'Order Group Setup' form.

Steps

Access the Order Entry Console for any client.
Set the New Order field to "Order Code A".
Validate the Addl Instructions field is equal to "contains the value configured in order code setup including line breaks".
Set the 'Dose' field to any value.
Set the 'Dose Unit' field to any value.
Set the 'Freq' field to any value.
Set the 'Duration' field to "10".
Click [Days].
Click [Add to Scratchpad].
Set the 'New Order' field to "order group A".
Click the Order B checkbox.
Validate the 'Special Instructions' field is equal to the value configured in Order Group Setup.
Click [Add to Scratchpad].
Select Order B from the 'Scratchpad'.
Set the 'Duration' field to "10".
Click [Days].
Click [Update Order].
Click [Sign].
Validate the Order Grid contains the correct information in the 'Addl Instructions' field including line breaks.

Topics

• Dispensing • Medication Order

AV-70395 Summary | Details

Treatment Plan - Event Logic

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Dictionary Update (PM)
Site Specific Section Modeling (PM)
Treatment Plan
Treatment Plan - Pre-Display

Scenario 1: Validate setup/execution of event logic in 'Treatment Plan' forms on single select dictionaries (Problem tab)

Specific Setup:

Client A must be enrolled in an existing episode.

Steps

Access the 'Site Specific Section Modeling' form.
Verify the 'Site Specific Section Modeling' dialog is displayed.
Select "CWS60000 (Treatment Plan) Problems" in the 'Site Specific Section' field.
Click [OK].
Select the 'Prompt Definition' tab.
Select "SS Treatment Plan Problem Single Response Dict 1" value in the 'Prompt Definition' field.
Click [Edit Selected Item].
Select "No" in the 'Exclude from Data Collection Instrument' field.
Validate the 'Lock Dictionary Values' field contains "No".
Select "No" in the 'Initially Required' field.
Select a second "SS Treatment Plan Problem Single Response Dict 2" value in the 'Prompt Definition' field.
Click [Edit Selected Item].
Select "No" in the 'Exclude from Data Collection Instrument' field.
Validate the 'Lock Dictionary Values' field contains "No".
Select "No" in the 'Initially Required' field.
Select any "SS Treatment Plan Problem Scrolling Free Text" value in the 'Prompt Definition' field.
Click [Edit Selected Item].
Select "No" in the 'Exclude from Data Collection Instrument' field.
Select "No" in the 'Initially Required' field.
Click [Submit].
Access the 'Dictionary Update' form.
Select "CWS" in the 'File' field.
Select "Data Element Description" in the 'Data Element' field.
Enter the "SS Treatment Plan Problem Single Response Dict 1" value selected in the previous steps in the 'Data Element' field.
Enter "1" in the 'Dictionary Code' field.
Enter "Enable/Require" in the 'Dictionary Value' field.
Click [Apply Changes].
Validate an "Information" message is displayed stating: Filed!
Click [OK].
Enter "2" in the 'Dictionary Code' field.
Enter "Disable/UnRequire" in the 'Dictionary Value' field.
Click [Apply Changes].
Validate an "Information" message is displayed stating: Filed!
Click [OK] and close the form.
Access the 'Site Specific Section Modeling' form.
Verify the 'Site Specific Section Modeling' dialog is displayed.
Select "CWS60000 (Treatment Plan) Problems" in the 'Site Specific Section' field.
Click [OK].
Select the 'Prompt Definition' tab.
Select the "SS Treatment Plan Problem Single Response Dict 1" value selected in the previous steps in the 'Prompt Definition' field.
Select "Yes" in the 'Lock Dictionary Values' field.
Select the 'Event Definition' tab.
Click [Add New Item].
Select "Specific Value" in the 'Type of Event' field.
Enter "Enable/Require" in the 'Specific Value (Dictionary)' field.
Select "Equal To" in the 'Relationship' field.
Select the "SS Treatment Plan Problem Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Enabled' field.
Select the "SS Treatment Plan Problem Single Response Dict 2" value selected in the previous steps in the 'Prompts To Be Enabled' field.
Select the "SS Treatment Plan Problem Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Set To Required' field.
Select "SS Treatment Plan Problem Single Response Dict 2" value selected in the previous steps in the 'Prompts To Be Set To Required' field.
Click [Add New Item].
Select "Specific Value" in the 'Type of Event' field.
Enter "Disable/UnRequire" in the 'Specific Value (Dictionary)' field.
Select the "SS Treatment Plan Problem Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Set To Disabled' field.
Select the "SS Treatment Plan Problem Single Response Dict 2" value selected in the previous steps in the 'Prompts To Be Disabled' field
Select the "SS Treatment Plan Problem Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Set To UnRequired' field.
Select "SS Treatment Plan Problem Single Response Dict 2" value selected in the previous steps in the 'Prompts To Be Set To UnRequired' field.
Select the "SS Treatment Plan Problem Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Cleared' field.
Click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Enter the current date in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan] and [Add New Problem].
Enter any value in the 'Problem Code' field.
Enter the current date in the 'Date of Onset' field.
Select any value in the 'Status (Problem List)' field.
Enter any value in the 'Problem' field.
Enter a value in the "SS Treatment Plan Problem Scrolling Free Text" field
Select "Enable/Require" in the "SS Treatment Plan Problem Single Response Dict 1" field.
Validate the 'SS Treatment Plan Problem Scrolling Free Text' field is enabled and required.
Validate the "Select the "SS Treatment Plan Problem Single Response Dict 2" is enabled and required.
Select "Disable/UnRequire" in the 'SS Treatment Plan Problem Single Response Dict 1' field.
Validate the 'SS Treatment Plan Problem Scrolling Free Text' field is disabled and not required.
Validate the "Select the "SS Treatment Plan Problem Single Response Dict 2" is disabled and not required.
Validate the value entered in the "SS Treatment Plan Problem Scrolling Free Text' field is cleared
Re-enter any value in the 'SS Treatment Plan Problem Scrolling Free Text' field.
Click [Back to Plan Page].
Validate the 'Problems' field contains the problem added in the previous steps.
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Select the treatment plan just submitted
Validate all the fields are populated as expected
Click [Launch Plan]
Select the problem entered in the previous steps
Validate all the fields are populated, as expected

Scenario 2: Validate setup/execution of event logic in 'Treatment Plan' forms single select dictionaries (Goal tab)

Specific Setup:

Client A must be enrolled in an existing episode.

Steps

Access the 'Site Specific Section Modeling' form.
Verify the 'Site Specific Section Modeling' dialog is displayed.
Select "CWS60000 (Treatment Plan) Goal" in the 'Site Specific Section' field.
Click [OK].
Select the 'Prompt Definition' tab.
Select "SS Treatment Plan Goal Single Response Dict 1" value in the 'Prompt Definition' field.
Click [Edit Selected Item].
Select "No" in the 'Exclude from Data Collection Instrument' field.
Validate the 'Lock Dictionary Values' field contains "No".
Select "No" in the 'Initially Required' field.
Select a second "SS Treatment Plan Goal Single Response Dict 2" value in the 'Prompt Definition' field.
Click [Edit Selected Item].
Select "No" in the 'Exclude from Data Collection Instrument' field.
Validate the 'Lock Dictionary Values' field contains "No".
Select "No" in the 'Initially Required' field.
Select any "SS Treatment Plan Goal Scrolling Free Text" value in the 'Prompt Definition' field.
Click [Edit Selected Item].
Select "No" in the 'Exclude from Data Collection Instrument' field.
Select "No" in the 'Initially Required' field.
Click [Submit].
Access the 'Dictionary Update' form.
Select "CWS" in the 'File' field.
Select "Data Element Description" in the 'Data Element' field.
Enter the "SS Treatment Plan Goal Single Response Dict 1" value selected in the previous steps in the 'Data Element' field.
Enter "1" in the 'Dictionary Code' field.
Enter "Enable/Require" in the 'Dictionary Value' field.
Click [Apply Changes].
Validate an "Information" message is displayed stating: Filed!
Click [OK].
Enter "2" in the 'Dictionary Code' field.
Enter "Disable/UnRequire" in the 'Dictionary Value' field.
Click [Apply Changes].
Validate an "Information" message is displayed stating: Filed!
Click [OK] and close the form.
Access the 'Site Specific Section Modeling' form.
Verify the 'Site Specific Section Modeling' dialog is displayed.
Select "CWS60000 (Treatment Plan)Goal" in the 'Site Specific Section' field.
Click [OK].
Select the 'Prompt Definition' tab.
Select the "SS Treatment Plan Goal Single Response Dict 1" value selected in the previous steps in the 'Prompt Definition' field.
Select "Yes" in the 'Lock Dictionary Values' field.
Select the 'Event Definition' tab.
Click [Add New Item].
Select "Specific Value" in the 'Type of Event' field.
Enter "Enable/Require" in the 'Specific Value (Dictionary)' field.
Select "Equal To" in the 'Relationship' field.
Select the "SS Treatment Plan Goal Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Enabled' field.
Select the "SS Treatment Plan Goal Single Response Dict 2" value selected in the previous steps in the 'Prompts To Be Enabled' field.
Select the "SS Treatment Plan Goal Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Set To Required' field.
Select "SS Treatment Plan Goal Single Response Dict 2" value selected in the previous steps in the 'Prompts To Be Set To Required' field.
Click [Add New Item].
Select "Specific Value" in the 'Type of Event' field.
Enter "Disable/UnRequire" in the 'Specific Value (Dictionary)' field.
Select the "SS Treatment Plan Goal Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Set To Disabled' field.
Select the "SS Treatment Plan Goal Single Response Dict 2" value selected in the previous steps in the 'Prompts To Be Disabled' field
Select the "SS Treatment Plan Goal Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Set To UnRequired' field.
Select "SS Treatment Plan Goal Single Response Dict 2" value selected in the previous steps in the 'Prompts To Be Set To UnRequired' field.
Select the "SS Treatment Plan Goal Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Cleared' field.
Click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Enter the current date in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan] and [Add New Problem].
Enter any value in the "Problem Code" field.
Enter the current date in the 'Date of Onset' field
Select any value in the 'Status (Problem List)' field.
Enter any value in the 'Problem' field.
Click [Add New Goal]
Enter any value in the 'Goal' field.
Enter any value in the 'Status' field
Enter the current date in the 'Date Opened' field.
Enter a value in the "SS Treatment Plan Goal Scrolling Free Text" field
Select "Enable/Require" in the 'SS Treatment Plan Goal Single Response Dict 1' field.
Validate the 'SS Treatment Plan Goal Scrolling Free Text' field is enabled and required.
Validate the "Select the "SS Treatment Plan Goal Single Response Dict 2" is enabled and required.
Select "Disable/UnRequire" in the 'SS Treatment Plan Goal Single Response Dict 1' field.
Validate the 'SS Treatment Plan Goal Scrolling Free Text' field is disabled and not required.
Validate the "Select the "SS Treatment Plan Goal Single Response Dict 2" is disabled and not required.
Validate the value entered in the "SS Treatment Plan Goal Scrolling Free Text' field is cleared
Re-enter any value in the 'SS Treatment Plan Goal Scrolling Free Text' field.
Click [Back to Plan Page].
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Select the treatment plan just submitted
Validate all the fields are populated as expected
Click [Launch Plan]
Select the "Problem" entered in the previous steps
Validate all the fields are populated, as expected
Select the "Goal" entered in the previous steps
Validate all the fields are populated, as expected

Scenario 3: Validate setup/execution of event logic in 'Treatment Plan' forms on single select dictionaries (Objective tab)

Specific Setup:

Client A must be enrolled in an existing episode.

Steps

Access the 'Site Specific Section Modeling' form.
Verify the 'Site Specific Section Modeling' dialog is displayed.
Select "CWS60000 (Treatment Plan) Objective" in the 'Site Specific Section' field.
Click [OK].
Select the 'Prompt Definition' tab.
Select "SS Treatment Plan Objective Single Response Dict 1" value in the 'Prompt Definition' field.
Click [Edit Selected Item].
Select "No" in the 'Exclude from Data Collection Instrument' field.
Validate the 'Lock Dictionary Values' field contains "No".
Select "No" in the 'Initially Required' field.
Select a second "SS Treatment Plan Objective Single Response Dict 2" value in the 'Prompt Definition' field.
Click [Edit Selected Item].
Select "No" in the 'Exclude from Data Collection Instrument' field.
Validate the 'Lock Dictionary Values' field contains "No".
Select "No" in the 'Initially Required' field.
Select any "SS Treatment Plan Objective Scrolling Free Text" value in the 'Prompt Definition' field.
Click [Edit Selected Item].
Select "No" in the 'Exclude from Data Collection Instrument' field.
Select "No" in the 'Initially Required' field.
Click [Submit].
Access the 'Dictionary Update' form.
Select "CWS" in the 'File' field.
Select "Data Element Description" in the 'Data Element' field.
Enter the "SS Treatment Plan Objective Single Response Dict 1" value selected in the previous steps in the 'Data Element' field.
Enter "1" in the 'Dictionary Code' field.
Enter "Enable/Require" in the 'Dictionary Value' field.
Click [Apply Changes].
Validate an "Information" message is displayed stating: Filed!
Click [OK].
Enter "2" in the 'Dictionary Code' field.
Enter "Disable/UnRequire" in the 'Dictionary Value' field.
Click [Apply Changes].
Validate an "Information" message is displayed stating: Filed!
Click [OK] and close the form.
Access the 'Site Specific Section Modeling' form.
Verify the 'Site Specific Section Modeling' dialog is displayed.
Select "CWS60000 (Treatment Plan)Objective" in the 'Site Specific Section' field.
Click [OK].
Select the 'Prompt Definition' tab.
Select the "SS Treatment Plan Objective Single Response Dict 1" value selected in the previous steps in the 'Prompt Definition' field.
Select "Yes" in the 'Lock Dictionary Values' field.
Select the 'Event Definition' tab.
Click [Add New Item].
Select "Specific Value" in the 'Type of Event' field.
Enter "Enable/Require" in the 'Specific Value (Dictionary)' field.
Select "Equal To" in the 'Relationship' field.
Select the "SS Treatment Plan Objective Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Enabled' field.
Select the "SS Treatment Plan Objective Single Response Dict 2" value selected in the previous steps in the 'Prompts To Be Enabled' field.
Select the "SS Treatment Plan Objective Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Set To Required' field.
Select "SS Treatment Plan Objective Single Response Dict 2" value selected in the previous steps in the 'Prompts To Be Set To Required' field.
Click [Add New Item].
Select "Specific Value" in the 'Type of Event' field.
Enter "Disable/UnRequire" in the 'Specific Value (Dictionary)' field.
Select the "SS Treatment Plan Objective Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Set To Disabled' field.
Select the "SS Treatment Plan Objective Single Response Dict 2" value selected in the previous steps in the 'Prompts To Be Disabled' field
Select the "SS Treatment Plan Objective Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Set To UnRequired' field.
Select "SS Treatment Plan Objective Single Response Dict 2" value selected in the previous steps in the 'Prompts To Be Set To UnRequired' field.
Select the "SS Treatment Plan Objective Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Cleared' field.
Click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Enter the current date in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan] and [Add New Problem].
Enter any value in the "Problem Code" field.
Enter the current date in the 'Date of Onset' field
Select any value in the 'Status (Problem List)' field.
Enter any value in the 'Problem' field.
Click [Add New Goal]
Enter any value in the 'Goal' field.
Enter any value in the 'Status' field
Enter the current date in the 'Date Opened' field.
Click [Add New Objective]
Enter any value in the 'Objective' field.
Enter any value in the 'Status' field
Enter the current date in the 'Date Opened' field.
Enter a value in the "SS Treatment Plan Objective Scrolling Free Text" field
Select "Enable/Require" in the 'SS Treatment Plan Objective Single Response Dict 1' field.
Validate the 'SS Treatment Plan Objective Scrolling Free Text' field is enabled and required.
Validate the "Select the "SS Treatment Plan Objective Single Response Dict 2" is enabled and required.
Select "Disable/UnRequire" in the 'SS Treatment Plan ObjectiveSingle Response Dict 1' field.
Validate the 'SS Treatment Plan Objective Scrolling Free Text' field is disabled and not required.
Validate the "Select the "SS Treatment Plan Objective Single Response Dict 2" is disabled and not required.
Validate the value entered in the "SS Treatment Plan Objective Scrolling Free Text' field is cleared
Re-enter any value in the 'SS Treatment Plan Objective Scrolling Free Text' field.
Click [Back to Plan Page].
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Select the treatment plan just submitted
Validate all the fields are populated as expected
Click [Launch Plan]
Select the "Problem" entered in the previous steps
Validate all the fields are populated, as expected
Select the "Goal" entered in the previous steps
Validate all the fields are populated, as expected
Select the "Objective" entered in the previous steps
Validate all the fields are populated, as expected

Scenario 4: Validate setup/execution of event logic in 'Treatment Plan' forms on single select dictionaries (Intervention tab)

Specific Setup:

Client A must be enrolled in an existing episode.

Steps

Access the 'Site Specific Section Modeling' form.
Verify the 'Site Specific Section Modeling' dialog is displayed.
Select "CWS60000 (Treatment Plan) Intervention" in the 'Site Specific Section' field.
Click [OK].
Select the 'Prompt Definition' tab.
Select "SS Treatment Plan Intervention Single Response Dict 1" value in the 'Prompt Definition' field.
Click [Edit Selected Item].
Select "No" in the 'Exclude from Data Collection Instrument' field.
Validate the 'Lock Dictionary Values' field contains "No".
Select "No" in the 'Initially Required' field.
Select a second "SS Treatment Plan Intervention Single Response Dict 2" value in the 'Prompt Definition' field.
Click [Edit Selected Item].
Select "No" in the 'Exclude from Data Collection Instrument' field.
Validate the 'Lock Dictionary Values' field contains "No".
Select "No" in the 'Initially Required' field.
Select any "SS Treatment Plan Intervention Scrolling Free Text" value in the 'Prompt Definition' field.
Click [Edit Selected Item].
Select "No" in the 'Exclude from Data Collection Instrument' field.
Select "No" in the 'Initially Required' field.
Click [Submit].
Access the 'Dictionary Update' form.
Select "CWS" in the 'File' field.
Select "Data Element Description" in the 'Data Element' field.
Enter the "SS Treatment Plan Intervention Single Response Dict 1" value selected in the previous steps in the 'Data Element' field.
Enter "1" in the 'Dictionary Code' field.
Enter "Enable/Require" in the 'Dictionary Value' field.
Click [Apply Changes].
Validate an "Information" message is displayed stating: Filed!
Click [OK].
Enter "2" in the 'Dictionary Code' field.
Enter "Disable/UnRequire" in the 'Dictionary Value' field.
Click [Apply Changes].
Validate an "Information" message is displayed stating: Filed!
Click [OK] and close the form.
Access the 'Site Specific Section Modeling' form.
Verify the 'Site Specific Section Modeling' dialog is displayed.
Select "CWS60000 (Treatment Plan)Intervention" in the 'Site Specific Section' field.
Click [OK].
Select the 'Prompt Definition' tab.
Select the "SS Treatment Plan Intervention Single Response Dict 1" value selected in the previous steps in the 'Prompt Definition' field.
Select "Yes" in the 'Lock Dictionary Values' field.
Select the 'Event Definition' tab.
Click [Add New Item].
Select "Specific Value" in the 'Type of Event' field.
Enter "Enable/Require" in the 'Specific Value (Dictionary)' field.
Select "Equal To" in the 'Relationship' field.
Select the "SS Treatment Plan Intervention Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Enabled' field.
Select the "SS Treatment Plan Intervention Single Response Dict 2" value selected in the previous steps in the 'Prompts To Be Enabled' field.
Select the "SS Treatment Plan Intervention Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Set To Required' field.
Select "SS Treatment Plan Intervention Single Response Dict 2" value selected in the previous steps in the 'Prompts To Be Set To Required' field.
Click [Add New Item].
Select "Specific Value" in the 'Type of Event' field.
Enter "Disable/UnRequire" in the 'Specific Value (Dictionary)' field.
Select the "SS Treatment Plan Intervention Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Set To Disabled' field.
Select the "SS Treatment Plan InterventionSingle Response Dict 2" value selected in the previous steps in the 'Prompts To Be Disabled' field
Select the "SS Treatment Plan InterventionScrolling Free Text" value selected in the previous steps in the 'Prompts To Be Set To UnRequired' field.
Select "SS Treatment Plan Intervention Single Response Dict 2" value selected in the previous steps in the 'Prompts To Be Set To UnRequired' field.
Select the "SS Treatment Plan Intervention Scrolling Free Text" value selected in the previous steps in the 'Prompts To Be Cleared' field.
Click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Enter the current date in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan] and [Add New Problem].
Enter any value in the "Problem Code" field.
Enter the current date in the 'Date of Onset' field
Select any value in the 'Status (Problem List)' field.
Enter any value in the 'Problem' field.
Click [Add New Goal]
Enter any value in the 'Goal' field.
Enter any value in the 'Status' field
Enter the current date in the 'Date Opened' field.
Click [Add New Intervention]
Enter any value in the 'Intervention' field.
Enter any value in the 'Status' field
Enter the current date in the 'Date Opened' field.
Click [Add New Intervention]
Enter any value in the 'Intervention' field.
Enter any value in the 'Status' field
Enter the current date in the 'Date Opened' field.
Enter a value in the "SS Treatment Plan Intervention Scrolling Free Text" field
Select "Enable/Require" in the 'SS Treatment Plan Intervention Single Response Dict 1' field.
Validate the 'SS Treatment Plan Intervention Scrolling Free Text' field is enabled and required.
Validate the "Select the "SS Treatment Plan Intervention Single Response Dict 2" is enabled and required.
Select "Disable/UnRequire" in the 'SS Treatment Plan Intervention Single Response Dict 1' field.
Validate the 'SS Treatment Plan Intervention Scrolling Free Text' field is disabled and not required.
Validate the "Select the "SS Treatment Plan Intervention Single Response Dict 2" is disabled and not required.
Validate the value entered in the "SS Treatment Plan Intervention Scrolling Free Text" field is cleared
Re-enter any value in the 'SS Treatment Plan Intervention Scrolling Free Text' field.
Click [Back to Plan Page].
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Select the treatment plan just submitted
Validate all the fields are populated as expected
Click [Launch Plan]
Select the "Problem" entered in the previous steps
Validate all the fields are populated, as expected
Select the "Goal" entered in the previous steps
Validate all the fields are populated, as expected
Select the "Intervention" entered in the previous steps
Validate all the fields are populated, as expected
Select the "Intervention" entered in the previous steps
Validate all the fields are populated, as expected

Topics

• Treatment Plan

AV-70644 Summary | Details

CANS/ANSA Fax - Error Processing Queue

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

CANS/ANSA Fax - Error Processing Queue

Scenario 1: CANS/ANSA Fax - Error Processing Queue

Specific Setup:

Errors must exist in the 'CANS/Ansa Fax - Error Processing Queue' form.

Steps

Access the 'CANS/Ansa Fax - Error Processing Queue' form.
Click [Launch Error Queue].
Validate any existing rows are displayed with errors.
Select one of the rows and click [Retry].
Validate no error message is displayed.
Click [Close/Cancel] and close the form.

Topics

• CANS/ANSA Fax