RADplus Client Update 2513-003 Acceptance Tests

AV-49592 Summary | Details

Order Entry Console (Orders This Episode section) - Modifying Imaging-type and Not applicable-type orders.

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

Orders This Episode

Scenario 1: OE NX - Orders This Episode - Creating a new order, printing, copying and modifying an order with an 'Order Type Category' of "Imaging".

Specific Setup:

An imaging-type order code must exist. (Cat Scan)
A client must have an active episode. (Client A)
Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select “Client A” and access the Order Entry Console.
Search for and select "Cat Scan" in the 'New Order' field.
Set the 'Duration' field to "1" and click [Days].
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad] and [Sign].
Validate the "Cat Scan" order is displayed in the 'Order grid'.
Select the order and click [Print].
Validate that the 'Order Detail Report' is displayed and contains all information pertaining to the order.
Close the report.
Select the order for "Cat Scan" from the 'Order grid' and click [Copy].
Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [Yes].
Validate the 'Duration' field contains "1" and [Days] is selected.
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Set the 'Notes' field to any value and click [Save Override and Exit].
Validate that two "Cat Scan" orders are displayed in the 'Order grid'.
Select the first order in the 'Order grid' and click [Modify].
Validate the 'Duration' field contains "1" and [Days] is selected.
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Set the 'Notes' field to any value and click [Save Override and Exit].
Validate that the new order for "Cat Scan" is displayed.

Scenario 2: OE NX - Orders This Episode - Creating a new order, copying and modifying an order with an 'Order Type Category' of "Not Applicable".

Specific Setup:

An order code with an 'Order Type Category' of "Not Applicable" must exist. (Family Therapy)
A client must have an active episode. (Client A)
Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select “Client A” and access the Order Entry Console.
Set the 'New Order' field to "Family Therapy".
Set the 'Duration' field to "10" and click [Days].
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad] and [Sign].
Select the order for "Family Therapy" from the 'Order grid' and click [Copy].
Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [Yes].
Validate the 'Duration' field contains "10" and [Days] is selected.
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains two orders for "Family Therapy".
Select the first order for "Family Therapy" and click [Modify].
Validate the 'Duration' field contains "10" and [Days] is selected.
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains the new order for "Family Therapy".

Topics

• NX • Order Entry Console

AV-53047 Summary | Details

Avatar OE - Custom Administration dialog

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

Orders This Episode

Scenario 1: OE NX - Create new order and change custom administration time to invalid value

Specific Setup:

A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "ALEVE ARTHRITIS (NAPROXEN SODIUM) 220 MG TABLET ORAL" from the 'New Order' field.
Set the Dose field to "2".
Select "TABLET" from the 'Dose Unit' field.
Select "3 TIMES A DAY" from the 'Freq' field and click [custom].
Verify the 'Custom Administration' dialog is displayed.
Set the 4th 'Scheduled Administration Time' field to "5" and press Tab"
Validate a message displays stating "Invalid time format. Enter as either HH:MM AM, HH:MM PM or HHMM military time. (Midnight is 0000 hours.)" and click [OK] and [Save].
Set the 'Duration' field to "12" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "ALEVE ARTHRITIS (NAPROXEN SODIUM) 220 MG ORAL TABLET2 TABLET, 3 TIMES A DAY".

Topics

• Order Entry Console

AV-56642 Summary | Details

"Send To Do Notification" form - My To Do's widget and 'Review To Do Item

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

Send To Do Notification
Escalate To Do Item
Review To Do Item

Scenario 1: "Send To Do Notification" form - Functionality (Send & Review To Do sent to a "User")

Specific Setup:

Have a client enrolled in an open episode [ClientA]
Have two users. [UserA] and [UserB]
[UserA] has access to the "Send To Do Notification" form
In form "Dictionary Update", have data element "(20041) To Do Category" in the file "User" populated with one or more dictionary values
Both users have the "My To Do's" widget on their home view
Both users are logged in

Steps

As [UserA], open form "Send To Do Notification"
Populate the "Client" field. [ClientA]
Select a 'To Do' priority level in the "Priority" field. Choices will be: "None, Low, Medium, High or Emergency". (Note: Medium, High or Emergency priorities are considered as criticality "High" and will display a color coded triangular icon in the "Priority" column for that 'To Do')
Click the "To Do Category" field drop down list
Validate the categories added are displayed on the list
Select a category from the list
Populate the "Due Date" field
Populate the "To Do Message" text field
Populate the "Detailed Message" text field
Select [UserB] in the "Select User" field
Click [Add User] button
Validate [UserB] is populated in the "Send To" box
Click the check box next to the users name
Select the "Yes" radio button in the "Notify Sender When 'To Do' Item is Reviewed" field
Click the [File To Do] button. [Make a note of date and time]
Navigate to the "My To Do's" widget
Click the "Sent & Not Reviewed" tab
Validate the there's a new row displayed with "Client" column populated with name of [ClientA] and select the row
If applicable, hover over the triangular icon in the "Priority" column. (Note: Medium, High or Emergency display the icon)
Validate if "Priority" was sent as "Medium", the icon is 'Yellow' and the hover over text displays the "To Do Message" sent along with the text "Criticality is High" below it
Validate if "Priority" was sent as High" the icon is 'Orange' and the hover over text displays the "To Do Message" sent along with the text "Criticality is High" below it
Validate if "Priority" was sent as "Emergency", the icon is 'Red' and the hover over text displays the "To Do Message" sent along with the text "Criticality is High" below it
Validate the "Form" column displays "Send To Do Notification"
Validate the "Sent" column indicates the date the 'To Do' was generated based on the date noted in step 13
Validate the "Due Date" column indicates the date populated in step 5
Validate if the due date is the current date or prior, the field is highlighted in 'Pink'
Validate the "To" field indicates [UserB] as the user sent the 'To Do'
Validate the "Comments" field displays the "To Do Message" text entered in step 6
Validate the "Category" column is populated as expected
Validate the "Escalate" column contains a link that says "Escalate To Do Item"
As [UserB], click the 'refresh' button on the "My To Do's" widget
Click the "New" tab
Validate there is a new 'To Do' and the "Client" column is populated with the name of [ClientA] and select the row
Validate the "Form" column displays "Send To Do Notification"
Validate the "Sent" column indicates the date the 'To Do' was generated based on the date noted in step 13
Validate the "Due Date" column indicates the date populated in step 5.
Validate if the due date is the current date or prior, the field is highlighted in 'Pink'
Validate the "From" column indicates [UserA] as the user who sent the 'To Do'
Validate the "To" field indicates [UserB] as the user sent the 'To Do'
Validate the "Comments" field displays message entered in step 6
Validate the "Category" column is populated as expected
Validate the "Priority" column is populated, if applicable
Repeat step 17 to check the hover over text displayed
Validate the "Action" contains a "Review To Do Item" link
Click the "Review To Do Item" link to launch the "Review To Do Item" form
In the "To Do Information" text box validate:
The "Date Sent" and "Time Sent" values are accurate based on the time and date noted in step 13
The "Sent By" field is populated with [UserA]
The "Option" field contains "Send To Do Notification"
Includes the "To Do Message" and "Detailed "Message" text, populated in step 6 and step 7
Populate the "Notes To Sender" text box with a message to send to the sender [UserA]
Click the "Reviewed" check box
Click [Submit] (Note the date and time)
Validate the 'To Do' is removed from the widget
As [UserA], validate a system message popup "There are one or more message in your Workflow Management 'To Do' List" is displayed
Click [OK]
Click the 'refresh' button on the 'To Do' list
Click the [New Tab]
Validate there is a new 'To Do' and the "Client" column is populated with the name of [ClientA] and select the row
Validate the "From" column populated with [UserB]
Validate the "Comments" column indicates the "Notes to Sender" message added in step 39
Validate the "Form" column indicates "Review To Do Item"
Validate the "Category" column is populated as expected
In the "Action" column, click [Review To Do Item] to launch the "Review To Do Item" form
In the "To Do Information" text box validate:
The "Date Sent" and "Time Sent" values are accurate based on the time and date noted in step 42
The "Sent By" field is populated with [UserB]
The "Option" field contains "Review To Do item"
Below the "Option" field, validate the "Notes to Sender" message added in step 40 is displayed
Click the "Reviewed" check box
Click [Submit]
Validate the 'To Do' for [ClientA] is removed from the "New" tab in the "My To Do's" widget
Click the "Sent & Not Reviewed" tab in the "My To Do's" widget
Validate the 'To Do' for [ClientA] has been removed

Scenario 2: Send To Do Notification - (Escalate To Do Item) Functionality

Specific Setup:

Have three users. [UserA], [UserB] and [UserC]
[UserA] has sent a 'To Do' for [ClientA] via form "Send To Do Notification" form to user [UserB].
[UserA] and [UserC] are logged in.
Both users have the "My To Do's" widget on their home view

Steps

As [UserA], click the "Sent & Not Received" tab in the "My To Do's" widget
Validate the there is a 'To Do' row sent by [UserB] for [ClientA] in the To Do list
Click the "Escalate To Do Item" link in the "Escalate" column for that row
Validate the "Escalate To Do Item" form is displayed and the "To Do Information" text box indicates;
The date and time that [UserA] initiated the 'To Do'
Sent By: UserA
Option: 'Send To Do Notification'
Messages sent to [UserB], if applicable
In the "Select User" search field, search for [UserC]
Click [Add User]
In the "Sent To" field, click the check box for [UserC]
In the "Note", enter a message for [UserC]. For example, "Escalating this 'To Do' I had sent to [UserB], please review it"
Click [Submit]
At the "To Do Sent" message, click [OK] (Note the date and time)
Click the "Sent & Not Received" tab
Validate a new row is present displaying the 'To Do' just sent to [UserC] for the escalation
As [UserC], click the 'refresh' button on the "My To Do's" widget
Click the "New" tab in the widget
Validate there is a 'To Do' displayed with "From" column populated with [UserA]
Validate the "Comments" column is populated with the message sent in step 4
Click [Review To Do Item] in the "Action" column
Validate the "Review To do Item" form is displayed and the "To Do Information" text box contains;
The date and time that [UserA] initiated the 'To Do' to [UserC], noted in step 4
Sent By: UserA
Option: 'Escalate To Do Item'
The message sent in step 4
The date and time that [UserA] initiated the original 'To Do' to [UserB]
Click the "Completed" check box
Click [Submit]
Validate the 'To Do' is removed from the 'To Do's' list
As [UserA], click the 'refresh' button on the "My To Do's" widget
Validate the escalated 'To Do' is removed from the "Sent & Not Received" tab of the "my To Do's" widget

Scenario 3: "Send To Do Notification" form - Functionality (Send & Review To Do's sent to a "Team")

Specific Setup:

Have a client enrolled in an open episode [ClientA]
Have three users. [UserA], [UserB] and [UserC]
Have [UserB] and [UserC] set up in a team [TeamA] using "Team Definition"
In form "Dictionary Update", have data element "(20041) To Do Category" in the file "User" populated with one or more dictionary values
[UserA] has access to the "Send To Do Notification" form
All users have the "My To Do's" widget on their home view
All users are logged in

Steps

As [UserA], open the "Send To Do Notification" form
Populate [ClientA] in the "Client" field
Select a 'To Do' priority level in the "Priority" field. (Note: Medium, High or Emergency priorities are considered as criticality "High", and will display a color coded triangular icon in the "Priority" column for that 'To Do')
Select a category in the "To Do Category" field
Populate the "Due Date" field
Populate the "To Do Message" text field
Populate the "Detailed Message" text field
In the "Select Team" field, select [TeamA]
Validate [TeamA] is populated in the "Send To" box
Click the check box next to [TeamA]
Select the "Yes" radio button in the "Notify Sender When To Do Item is Reviewed" field
Click the [File To Do] button. [Make a note of date and time]
Click [OK] in the "To Do Sent" dialog
Click the "Sent & Not Reviewed" tab in the "My To Do's" widget
Validate the there are two new rows displayed with "Client" column populated with name of [ClientA], one sent to [UserB] and one for [UserC]
As [UserB], click the 'refresh' button on the "My To do's" widget
Click the "New" tab
Validate there is a new 'To Do' and the "Client" column is populated with the name of [ClientA] and select the row
Validate the "Form" column displays "Send To Do Notification"
Validate the "Sent" column indicates the date the 'To D' was generated based on the date noted in step 12
Validate the "Due Date" column indicates the date populated in step 5.
Validate if the due date is the current date or prior, the field is highlighted in 'Pink'
Validate the "From" column indicates [UserA] as the user who sent the 'To Do'
Validate the "To" field indicates [UserB] as the user sent the 'To Do'
Validate the "Comments" field displays the "To Do Message" text entered in step 6
If applicable, hover over the triangular icon in the "Priority" column. (Note: Medium, High or Emergency display the icon)
Validate if "Priority" was sent as "Medium", the icon is 'Yellow' and the hover over text displays the "To Do Message" sent along with the text "Criticality is High" below it
Validate if "Priority" was sent as High" the icon is 'Orange' and the hover over text displays the "To Do Message" sent along with the text "Criticality is High" below it
Validate if "Priority" was sent as "Emergency", the icon is 'Red' and the hover over text displays the "To Do Message" sent along with the text "Criticality is High" below it
Validate the "Action" contains a "Review To Do Item" link
Click the "Review To Do Item" link
In the "To Do Information" text box validate:
The "Date Sent" and "Time Sent" values are accurate based on the time and date noted in step 12
The "Sent By" field is populated with [UserA]
The "Option" field contains "Send To Do Notification"
Includes the "To Do Message" and the "Detailed Message" text, populated in step 6 and step 7
Populate the "Notes To Sender" text box with a message to send to the sender [UserA]
Click the "Reviewed" check box
Click [Submit] (Note the date and time)
Validate the 'To Do' is removed from the widget
As [UserC], click the 'refresh' button on the "My To Do's" widget
Click the "New" tab
Repeat steps 18 thru 32
Validate results are as expected for [UserC]
As [UserA], validate a system message popup "There are one or more messages in your Workflow Management To Do List" is displayed
Click [OK]
Click the 'refresh' button on the to do list
Click the [New Tab]
Validate there are two new 'To Do's' and the "Client" column is populated with the name of [ClientA], one for [UserB] and [UserC]
In the "Action" column, click the [Review To Do Item] for [UserB]
In the "To Do Information" text box validate:
The "Date Sent" and "Time Sent" values are accurate based on the time and date noted in step 31
The "Sent By" field is populated with [UserB]
The "Option" field contains "Review To Do item"
Below the "Option" field, validate the "Notes to Sender" message added in step 29 is displayed
Click the "Reviewed" check box
Click [Submit]
Validate the 'To Do' from [UserB] is removed from the "New" tab in the "My To do's" widget
Repeat 42 thru 46 for the 'To Do' received from [UserC]
Validate results are as expected for [UserC]
As [UserA], click the "Sent & Not Reviewed" tab in the "My To Do's" widget
Validate the 'To Do's' sent to [UserB] and [UserC] for [ClientA], have been removed

Topics

• My To Do's

AV-59213 Summary | Details

'Enable Automatic Backup' registry setting

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

Treatment Plan

Scenario 1: Validate 'Treatment Plan' and 'Problem List' forms

Specific Setup:

The 'Avatar CWS->Treatment Plan ->->->->Enable Automatic Backup' registry setting must be set to "Y".
Please log out of the application and log back in after completing the above configuration.
The system must be configured with multiple staff members. (Staff A) (Staff B) and (Staff C).=
A Client must exist in an active episode (Client A)

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ to the current date.
Set the ‘Plan Name’ to any value.
Select any value from the ‘Plan Type’ field.
Select “Draft” from the ‘Treatment Plan Status’ field and click [New Row]
Set the 1^st cell in the 'Problems' grid to any value and click [New Row].
Set the 2^nd cell in the 'Problems' grid to any value.
Select the ‘Include in the Plan’ checkbox for the 1^st cell in the ‘Problems grid’.
Set the 1^st ‘Role’ cell in the 'Plan Participants' grid to “Staff”
Set the 1^st ‘Staff ID’ cell in the ‘'Plan Participants' grid to “1”.
Set the 2^nd ‘Role’ cell in the 'Plan Participants' grid to “Staff”.
Set the 2^nd ‘Staff ID’ cell in the ‘'Plan Participants' grid to “4” and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Set the ‘Date of Onset’ field to the current date.
Set the ‘Problem’ field to any value.
Select “Active” in the ‘Status(Problem List)’ field.
Select any value in the ‘Status’ field and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field and click [Add New Objective].
Set the ‘Objective’ field to any value.
Select any value in the ‘Status’ field and click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field and click [Add New Problem].
Set the ‘Problem’ field to any value and click [Back to Plan Page].
Close the form.
Select “Client A” and access the ‘Treatment Plan’ form.
Click [Add].
Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from the current date at the current time. Would you like to load it instead of creating a new one?” and click [Yes].
Validate the 1^st cell in the 'Problems' grid has the ‘Include in This Plan’ checkbox selected.
Validate the 2^nd cell in the 'Problems' grid has the ‘Include in This Plan’ checkbox not selected.
Validate the 3^rd cell in the 'Problems' grid has the ‘Include in This Plan’ checkbox selected.
Validate the 1^st row in the 'Plan Participants' grid contains “Staff ID 1”.
Validate the 2^nd row in the 'Plan Participants' grid contains “Staff ID 4” and click [New Row].
Set the 3^rd ‘Role’ cell in the 'Plan Participants' grid to “Staff”.
Set the 3^rd ‘Staff ID’ cell in the ‘Plan Participants grid’ to “2” and click [Launch Plan].
Click [Back to Plan Page].
Close the form.
Select “Client A” and access the ‘Treatment Plan’ form.
Click [Add].
Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from the current date at the current time. Would you like to load it instead of creating a new one?” and click [Yes].
Validate the 3^rd Row in the 'Plan Participants' grid contains “Staff ID 2” and click [Launch Plan].
Validate the two problems added to the plan from the ‘Problems grid’ and the ‘Tree view’ problem are displayed.
Click [Back to Plan Page] and [Submit].
Select “Client A” and access the ‘Problem List’ form.
Click [View/Enter Problems].
Validate the problems added in the previous steps are added with a status of “Active” and click [Save].
Validate the ‘Exit Grid’ dialog is displayed and click [Yes].
Click [Submit].
Access ‘Crystal Reports’ and create a report for the ‘SYSTEM.tx_plan’ table.
Validate the report contains a data row for the treatment plan filed for “Client A”.
Close the report.
Create another report for the ‘SYSTEM.cw_problem list’ table.
Validate the report contains data rows for the problems filed for “Client A”.
Close the report.

Scenario 2: Treatment Plan - add a problem, goal, objective, and intervention

Specific Setup:

The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
A client must be enrolled in an existing episode (Client A).

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ to any value.
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value.
Select any value in the ‘Status’ field.
Click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field.
Click [Add New Objective].
Set the ‘Objective’ field to any value.
Select any value in the ‘Status’ field.
Click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field.
Click [Back to Plan Page].
Close the form.
Select “Client A” and access the ‘Treatment Plan’ form.
Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
Click [Launch Plan].
Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
Click [Exit to Home View].

Scenario 3: Treatment Plan - Validate the 'Enable Automatic Backup' registry setting

Specific Setup:

The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
A client must be enrolled in an existing episode (Client A).

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ to any value.
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value.
Select any value in the ‘Status’ field.
Click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field.
Click [Add New Objective].
Set the ‘Objective’ field to any value.
Select any value in the ‘Status’ field.
Click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field.
Click [Back to Plan Page] and [Close Form].
Select “Client A” and access the ‘Treatment Plan’ form.
Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
Validate the ‘Plan Date’, ‘Plan Type’, and ‘Treatment Plan Status’ fields contain the values previously filed.
Click [Launch Plan].
Validate the ‘Tree view’ contains the problem, goal, objective, and intervention previously added.
Close the form.

Scenario 4: Treatment Plan - 'Enable Automatic Backup' registry setting set to "N"

Specific Setup:

The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "N".
A client must have an active episode. (Client A)

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ field to any value.
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value
Select any value in the ‘Status’ field and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field and click [Add New Objective].
Set the ‘Objective’ field to any value.
Select any value in the ‘Status’ field and click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field and click [Back to Plan Page].
Click [Submit].
Select “Client A” and access the ‘Treatment Plan’ form.
Select the treatment plan previously filed and click [Edit].
Click [Launch Plan].
Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
Close the form.

Scenario 5: Treatment Plan - 'Enable Automatic Backup' registry setting - Item Deletion

Specific Setup:

The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
A client must have an active episode. (Client A)

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ field to any value.
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value
Select any value in the ‘Status’ field and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field and click [Add New Objective].
Set the ‘Objective’ field to “any value’.
Select any value in the ‘Status’ field and click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field and click [Back to Plan Page].
Click [Submit].
Select “Client A” and access the ‘Treatment Plan’ form.
Select the treatment plan previously filed and click [Edit].
Validate the ‘Plan Date’ field contains the current date.
Validate the ‘Plan Name’ field contains the plan name previously filed.
Validate the ‘Plan Type’ contains the value previously filed.
Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan].
Validate the Tree View contains the problem, goal, objective, and intervention added in the previous steps.
Validate [Delete Items Selected] is disabled.
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value
Select any value in the ‘Status’ field and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field and click [Add New Objective].
Set the ‘Objective’ field to “any value’.
Select any value in the ‘Status’ field and click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field and click [Back to Plan Page].
Close the form.
Select “Client A” and access the ‘Treatment Plan’ form.
Select the plan previously filed and click [Edit].
Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted back of this plan from [the current date] at [the current time]. Would you like to load it?" and click [Yes].
Click [Launch Plan].
Validate the Tree View contains the problem, goal, objective, and intervention added in the previous steps and the problem, goal, objective, and intervention loaded from the backup.
Select the 2^nd intervention item in the Tree View.
Validate the [Delete Item Selected] is enabled.
Click [Back to Plan Page] and close the form.
Access the ‘Registry Setting (PM)’ form.
Set the ‘Limit Registry Settings to the Following Search Criteria’ field to “Enable Automatic Backup” and click [View Registry Settings].
Validate the ‘Registry Setting’ field contains “Avatar CWS ->Treatment Plan->->->->Enable Automatic Backup”.
Validate the ‘Registry Setting Value’ field contains “Y”.
Set the ‘Registry Setting Value’ field to “YD” and click [Submit].
Close the form.
Select “Client A” and access the ‘Treatment Plan’ form.
Select the plan previously field and click [Edit].
Click [Yes] in the ‘Load From Backup’ dialog.
Click [Launch Plan].
Select the 1^st intervention item in the Tree View.
Validate [Delete Item Selected] is enabled.
Select the 2^nd intervention item in the Tree View.
Validate [Delete Item Selected] is enabled.
Click [Delete Item Selected].
Validate the ‘Warning’ dialog is displayed with a message stating: “Item Deleted” and click [OK].
Select the 1^st intervention item in the Tree View and click [Delete Item Selected].
Click [Back to Plan Page] and [Submit].
Select “Client A” and access the ‘Treatment Plan’ form.
Select the plan previously field and click [Edit].
Click [Launch Plan].
Validate the two intervention items are not displayed in the Tree View.
Close the form.

Scenario 6: Treatment Plan - 'Enable Automatic Backup' registry setting - Multiple Active Plans

Specific Setup:

The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
A client must have an active episode. (Client A)
A Treatment Plan copy must exist (Treatment Plan Copy)

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ field to any value.
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value.
Select any value in the ‘Status’ field and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field and click [Add New Objective].
Set the ‘Objective’ field to any value.
Select any value in the ‘Status’ field and click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field and click [Back to Plan Page].
Close the form.
Select “Client A” and access the ‘Treatment Plan Copy’ form.
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ field to any value.
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value.
Select any value in the ‘Status’ field and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field and click [Add New Objective].
Set the ‘Objective’ field to any value.
Select any value in the ‘Status’ field and click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field and click [Back to Plan Page].
Click [Submit].
Select “Client A” and access the ‘Treatment Plan’ form.
Click [Add].
Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted back of this plan from [the current date] at [the current time]. Would you like to load it?" and click [Yes].
Validate the ‘Plan Date’ field contains the current date.
Validate the ‘Plan Name’ field contains the plan name previously filed.
Validate the ‘Plan Type’ contains the value previously filed.
Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan].
Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
Click [Back to Plan Page] and [Submit].
Select “Client A” and access the ‘Treatment Plan Copy’ form.
Select the plan previously field and click [Edit].
Click [Launch Plan].
Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
Click [Back to Plan Page] and close the form.
Select “Client A” and access the ‘Treatment Plan’ form.
Select the plan previously field and click [Edit].
Click [Launch Plan].
Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
Close the form.

Scenario 7: Treatment Plan - 'Enable Automatic Backup' registry setting - 'Enable Service Entry Restriction by Client Treatment Plan' set to "E"

Specific Setup:

RADplus 2019 Update 51 must be installed to enable full functionality.
The 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' registry setting must be set to "E"
Please log out of the application and log back in after completing the above configuration.
"Program A" must be configured for "All Service Codes" in the 'Program Maintenance' form (Assign Services to Program section).
The 'Enable Service Entry Restriction For Program' field must be set to "Yes" in the 'Program Maintenance' form (Assign Services to Program section).
The 'Assign Service' field must be added to the 'Treatment Plan - Interventions - (CWS64000)' form via 'Site Specific Sections Modeling'.
A Client must be in an active episode for "Program A". (Client A)

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ field to any value.
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select “Active” in the ‘Status (Problem List)’ field.
Set the ‘Problem’ field to any value.
Select any value in the ‘Status’ field.
Set the ‘Date of Onset’ field to the current date and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value” in the ‘Status’ field and click [Add New Objective].
Set the ‘Objective’ field to any value.
Select any value” in the ‘Status’ field and click [Add New Intervention].
Set the ‘Intervention’ field to any value.
Select any value in the ‘Status’ field and click [Add Service]
Select “Program A” in the ‘Service Program’ field.
Set the ‘Service Code’ field to any value.
Set the ‘Frequency’ field to any value.
Set the ‘Duration Field’ field to any value.
Click [Add Service]
Select “Program A” in the ‘Service Program’ field.
Set the ‘Service Code’ field to any value.
Set the ‘Frequency’ field to any value.
Set the ‘Duration Field’ field to any value.
Click [Back to Plan Page] and Close the form.
Select “Client A” and access the ‘Treatment Plan’ form.
Click [OK] and [Add].
Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted backup of a plan from [the current date] at [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
Validate the ‘Plan Date’ field contains the current date.
Validate the ‘Plan Name’ field contains the plan name previously added.
Validate the ‘Plan Type’ field contains the value previously added.
Validate the ‘Treatment Plan Status’ field contains value previously selected and click [Launch Plan].
Select the ‘Intervention’ item previously added.
Validate the 'Service Program' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Validate the 'Service Code' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Validate the 'Frequency' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Validate the 'Duration' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Click [Back to Plan Page] and [Submit].
Select “Client A” and access the ‘Treatment Plan’ form.
Click [OK] and [Edit].
Click [Launch Plan].
Select the ‘Intervention’ item previously added.
Validate the 'Service Program' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Validate the 'Service Code' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Validate the 'Frequency' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Validate the 'Duration' field in the 'Assigned Services' grid contains the value filed in the previous steps.
Select “Program A” in the ‘Assigned Services’ table and click [Copy Service].
Validate there is an additional row containing the same service for “Program A”.
Select the second row and click [Delete Service].
Validate the second service is deleted.
Click [Back to Plan Page] and Close the form.

Topics

• Treatment Plan

AV-62421 Summary | Details

'Allowable Parent Elements' registry setting

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

Treatment Plan

Scenario 1: Treatment Plan - 'Allowable Parent Elements' registry setting for Interventions and Objectives

Specific Setup:

A Treatment Plan Library must be configured via the 'Treatment Plan Definition' form. (Library A)
An objective must be linked to the above Treatment Plan Library. (Objective A)
An intervention must be linked to the above Treatment Plan Library. (Intervention A)
A client must have an active episode. (Client A)

Steps

Access the ‘Registry Settings (CWS)’ form.
Set the ‘Limit Registry Settings to the Following Search Criteria’ field to “Allowable Parent Elements” and click [View Registry Settings].
Select “Treatment Plan > Objectives > Allowable Parent Elements” in the ‘Registry Settings Tree’ and click [OK].
Validate the ‘Registry Setting Details’ field contains a message stating: “Enter the Treatment Plan element types that are allowed to be parent elements for Objectives. For example, ‘G’ would mean Objectives may be put under Goals, but no Problems. Leave blank for no restrictions.”
Set the ‘Registry Setting Value’ field to “O”.
Validate an ‘Error’ dialog is displayed with a message stating: “ The selected value is not valid in the current system code for the following reason: Invalid – must be “G” or blank” and click [OK].
Set the ‘Registry Setting Value’ field to “G” and click [Submit].
Validate the ‘Registry Editor Filing’ dialog is displayed with a message stating: “Results filing value to G to Avatar CWS->Treatment Plan->Treatment Plan->->Allowable Parent Elements Successful filing in System Code SBOX” and click [OK].
Validate the ‘Form Return’ dialog is displayed with a message stating: “Submitting Completed. DO you wish to return to the form?” and click [Yes].
Set the ‘Limit Registry Settings to the Following Search Criteria’ field to “Allowable Parent Elements” and click [View Registry Settings].
Select “Treatment Plan > Interventions > Allowable Parent Elements” in the ‘Registry Settings Tree’ and click [OK].
Validate the ‘Registry Setting Details’ field contains a message stating: “Enter the Treatment Plan elements types that are allowed to be parent elements for Interventions, delimited by '&'. P = Problem, G = Goal, O = Objective. For example, 'G&O'".
Set the ‘Registry Setting Value’ field to “1”.
Validate an ‘Error’ dialog is displayed with a message stating: “ The selected value is not valid in the current system code for the following reason: Invalid value” and click [OK].
Set the ‘Registry Setting Value’ field to “O” and click [Submit].
Validate the ‘Registry Editor Filing’ dialog is displayed with a message stating: “Results filing value O to Avatar CWS->Treatment Plan->Treatment Plan->Interventions->->Allowable Parent Elements Successful filing in System Code SBOX." and click [OK].
Close the form.
Select “Client A” and access the ‘Treatment Plan’ Form.
In the ‘Treatment Plan’ Pre-Display, select “Episode 1” and click [OK].
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ field to any value
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status ‘field and click [Launch Plan].
Click [Add New Problem] and select the ‘New Problem’ item.
Drag and drop “Objective A” to the problem in ‘Tree View’.
Validate an ‘Error’ dialog is displayed with a message stating: "Type Objective is not allowed to be added to type Problem” and click [OK].
Drag and drop “Intervention A” to the problem in ‘Tree View’.
Validate an ‘Error’ dialog is displayed with a message stating: "Type Intervention is not allowed to be added to type Problem” and click [OK].
Click [Add New Goal].
Drag and drop “Objective A” to the goal in ‘Tree View’.
Validate “Objective A” is added to the goal.
Drag and drop “Intervention A” to the goal in ‘Tree View’.
Validate an ‘Error’ dialog is displayed with a message stating: “Type Intervention is not allowed to be added to type Goal” and click [OK].
Click [Add New Objective].
Set the ‘Objective’ field to any value.
Set the ‘Status’ field to any value.
Drag and drop “Intervention A” to the objective in ‘Tree View’.
Validate “Intervention A” is added to the objective.
Click [Back to Plan Page] and [Submit].
Access the ‘Registry Settings (CWS)’ form.
Set the ‘Limit Registry Settings to the Following Search Criteria’ field to “Allowable Parent Elements” and click [View Registry Settings].
Select “Treatment Plan > Interventions > Allowable Parent Elements” in the ‘Registry Settings Tree’ and click [OK].
Validate the ‘Registry Setting Value’ field contains “O”.
Set the ‘Registry Setting Value’ field to “G&O” and click [Submit].
Validate the ‘Registry Editor Filing’ dialog is displayed with a message stating: “Results filing value G+O to Avatar CWS->Treatment Plan->Treatment Plan->Interventions->->Allowable Parent Elements Successful filing in System Code SBOX." and click [OK].
Close the form.
Select “Client A” and access the ‘Treatment Plan’ form.
Click [OK] and [Edit].
Validate the ‘Plan Date’ field contains the current date.
Validate the ‘Plan Name’ field contains the value previously filed.
Validate the ‘Plan Type’ field contains the value previously filed.
Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan].
Drag and drop “Intervention A” to the goal in ‘Tree View’.
Validate “Intervention A” is added to the goal.
Click [Back to Plan Page].
Select “Final” in the ‘Treatment Plan Status’ field.
Submit the form.

Topics

n/a

AV-71789 Summary | Details

Inserting Template data

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

Ambulatory Progress Notes

Scenario 1: SQL Query Widgets(Templates on Demand) - Validations

Specific Setup:

Have registry setting, "Enable Templates On Demand for SQL Widgets" set to "Y"
Have an SQL widget [WidgetA] created in form "Widget Definition" with prompt "Use for Templates on Demand" set to "Y"
Have the SQL statement in [WidgetA], set to retrieve text data from any table used in a form [FormA], that contains a "Scrolling Text Field". [For this example, the "Notes Field" of the "Ambulatory Progress Notes" form is used. The "SYSTEM.cw_patient_notes" table is the table that contains the "Notes Field" data that will be retrieved]
For [ClientA], have data filed in the "Scrolling Text Field" of [FormA] that also includes line feeds and any other formatting.
Have [WidgetA] placed on the home view for a user [UserA]
Log in as [UserA]

Steps

Open [FormA]
Select [ClientA]
Right-click in the "Notes Field"
Click "Widget Templates"
Choose [WidgetA]
Validate the text results are displayed as expected, including all line feed and other formatting
Place the cursor at the end of the text
Repeat steps 3 thru 5
From the "Append, Insert, or Replace All?" drop-down list, validate "Insert" is displayed as a default
Click [OK] or hit enter
Validate the text is inserted at the end of the previous text, as expected
Repeat steps 3 thru 5
From the "Append, Insert, or Replace All? drop-down list, choose "Append"
Click [OK] or hit enter
Validate the text is appended directly on the line below the existing text, as expected
Repeat steps 3 thru 5
From the "Append, Insert, or Replace All? drop-down list, choose "Replace All"
Click [OK] or hit enter
Validate all previous text in the field is removed and the new text is displayed, as expected

Topics

• NX • Widgets

AV-71877 Summary | Details

POC results filed via Avatar eMAR

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

eMAR widget
Orders This Episode
POC Results Entry

Scenario 1: POC Results Entry - Add a Result / Correct a Result / Void a Result

Specific Setup:

Avatar OE 2021 Update 50, Avatar CWS 2021 Update 55 and myAvatar Client Update 2513-003 or 3201-001 are required in order to utilize full functionality.
An 'Observation Definition' must exist where the following applies: 'Select Observation' = "Gas flow.O2 O2 delivery sys (8839-3)" - 'Observation ID Code' = "Aortic root Oxygen saturation (8839-3)" - 'Field Name' = "Gas flow.O2 O2 delivery sys" - 'Observation Value Unit' = "L/min" - 'Observation Value Field Type' = "Integer" - 'Sex/Age Range' = "0+" with a Normal Reference Range of "95-100" - an abnormal Reference Range of "85-94" with an 'Abnormal Code' = "Below low normal (L)" - an abnormal Reference Range of "80-84" with an 'Abnormal Code' = "Below lower panic limits" - select any value in the 'Save as a Vital Sign' field. (Observation Definition A).
A 'Test Definition' must exist where the following applies: 'Test Name' = "Oxygen Saturation ages 0+" - 'LOINC Code' = "Aortic root Oxygen saturation (8839-3)" - 'Order Codes' = "Complete Blood Count" and "Red Blood Cell Count" - 'Observation' = "Gas flow. O2 O2 delivery sys (8893-3)" - 'Require Observation' = "Yes" - 'Require Specimen Type' = "Yes" - 'Default Specimen Type' = "Blood, Whole" - 'Require Specimen Site' = "No" - 'Default Specimen Site' = no value - 'Associated Form' = "non-episodic CWS user defined form". (Test Definition A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Complete Blood Count (CBC)" in the 'New Order' field.
Select "DAILY" in the 'Frequency' field.
Set the 'Duration' field to "48" and click "Hours".
Click the [Add to Scratchpad] and Click [Sign].
Access the 'eMAR' widget.
Click the 'Lab Orders' tab.
Validate an order for "Complete Blood Count (CBC) (DAILY)" is displayed with "Specimen Collect" and no hours of administration under the current date.
Complete 'Order Acknowledgement' and 'Client Education' for the "CBC" order.
Select the "Specimen Collect" cell under the current date for the "Complete Blood Count (CBC) (DAILY)" order and click [Administer]
Validate the 'Specimen Collection' dialog is displayed.
Check the 'Accept specimen collection entered' check box and click [OK].
Validate the first cell under the current date for the "Complete Blood Count (CBC) (DAILY)" orders contains the specimen collection time.
Select "Client A" and access the 'POC Results Entry' form.
Validate that the 'Include Inactive Orders' is defaulted to "No".
Select the "Complete Blood Count (CBC)" order in the 'Order' field.
Validate the 'Order details' area is disabled and contains: 'Order #', 'Order Status', 'Order Type', 'Order Code', 'Frequency', 'Order Date', 'Start Date', 'Current Stop Date' and 'Discontinue Date' (if applicable).
Validate that the 'Add/Correct/Void' field is disabled, required and defaulted to "Add".
Validate the 'Specimen Collection Date' field contains the collection date.
Validate the 'Specimen Collection Time' field contains the collection time.
Validate the 'Result Date' field contains the current date.
Validate the 'Result Time' field contains the current time.
Validate that the 'cws user modeled form' section is displayed.
Fill out the fields.
Validate the 'Results' section is displayed.
Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it.
Click [File].
Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'measured_unit', 'reading', 'reading_entry', 'reading_value', and 'vital_sign'.
Filter the report by select "Client A's PATID" in the 'PATID' field
Filter the report a second time by selecting the current date in the 'data_entry_date' field.
Validate that the one row of data is displayed.
Validate that the row contains "mg" in the 'measured_unit' field, "SSVSI6" in the 'reading' field, "117" in the 'reading_entry' field, "117 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
Select "Client A" and access the 'POC Results Entry' form.
Validate that the 'Include Inactive Orders' is defaulted to "No".
Select the "Complete Blood Count" order in the 'Order' field.
Select "Yes" in the 'Include Resulted Collections' field.
Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen".
Validate "Correct" is defaulted in the 'Add/Correct/Void' field.
Validate that the 'Field Name' field contains "117".
Set the 'Field Name' field to "125" and click [File].
Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
Validate that the one row of data is displayed.
Validate that the row contains "mg" in the 'measured_unit' field, "SSVSI6" in the 'reading' field, "125" in the 'reading_entry' field, "125 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
Select "Client A" and access the 'POC Results Entry' form.
Validate that the 'Include Inactive Orders' field is defaulted to "No".
Select the "Complete Blood Count" order in the 'Order' field.
Select "Yes" in the 'Include Resulted Collections' field.
Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen".
Validate that the 'Add/Correct/Void' field is defaulted to "Correct".
Select "Void" in the 'Add/Correct/Void' field.
Click [File].
Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
Validate that the row for this result has been removed.
Create a report using the 'SYSTEM.results_header' table including the following fields: 'PATID', 'data_entry_date', 'result_status_code', 'result_status_value', 'universal_svc_id_code_alt', 'universal_svc_id_type_alt', 'voided_date', 'voided_by', 'voided_by_user_name', 'void_note', and 'display_type_value'.
Filter the report using the 'PATID' field and selecting "Client A's" PATID.
Filter the report a second time by selecting the current date in the 'data_entry_date' field.
Validate that one row of data exists for this client.
Validate that the 'result_status_code' field for this row contains a "C".
Validate that the 'result_status_value' field is populated with: Correction to results
Filter the report a second time by selecting the current date in the 'data_entry_date' field.
Validate that the 'universal_svc_id_code_alt' field contains "CBC".
Validate that the 'universal_svc_id_type_alt' field contains "Complete Blood Count".
Validate that the 'voided_date' field contains the current date.
Validate the 'voided_by' field contains the Username who voided the result.
Validate that the 'voided_by_user_name' field contains the username associated with the staff member who voided the result.
Validate that the 'void_note' field contains the value that was entered in the 'Void Comments' field.
Validate that the 'display_type_value' field contains "Voided".

Topics

• Avatar eMAR

AV-72163 Summary | Details

The 'Restrict Access To Original Practitioner Category' and 'Default Practitioner Categories Responsible' registry settings.

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

Treatment Plan

Scenario 1: Treatment Plan - 'Restrict Access to Original Practitioner Category' registry setting set to "Y"

Specific Setup:

The 'Avatar CWS->Treatment Plan->Goals->->Restrict Access To Original Practitioner Category' registry setting must be set to "Y".
The system must be configured with two users who are associated to staff members via the 'User Definition' form and are assigned to two different Practitioner Categories in the 'Practitioner Enrollment' form (SYSADM) and (testuser1).
A Client must have an active episode. (Client A).
The user "SYSADM" is logged in to the application first.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Set the 'Plan Date' field to the current date.
Set the ‘Plan Name’ field to any value.
Select any value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field and click [Launch Plan].
Click [Add New Problem].
Set the ‘Problem Code’ field to any value.
Select any value in the ‘Status (Problem List) field.
Set the ‘Problem’ field to any value
Select any value in the ‘Status’ field and click [Add New Goal].
Set the ‘Goal’ field to any value.
Select any value in the ‘Status’ field.
Validate the ‘Practitioner Category Responsible’ field contains the ‘Practitioner Category’ selected for the user logged in.
Click [Back to Plan Page] and [Submit].
Select "Client A" and access the 'Treatment Plan' form.
Select the plan previously filed and click [Edit].
Validate the 'Plan Date' field contains the current date.
Validate the ‘Plan Name’ field contains the plan name previously filed.
Validate the 'Plan Type' field contains the value previously filed.
Validate the 'Treatment Plan Status' field contains the value previously selected and click [Launch Plan].
Select the goal previously filed in the ‘Tree View’.
Validate all fields are disabled and the ‘Practitioner Category’ associated to the user logged in is selected in the ‘Practitioner Category Responsible’ field.
Click [Back to Plan Page], close the form and sign out of Avatar.
Sign into Avatar using the credentials for the 2^nd user.
Select "Client A" and access the 'Treatment Plan' form.
Select the plan previously filed and click [Edit].
Click [Launch Plan].
Select the goal previously filed in the ‘Tree View’.
Validate all fields are disabled and the ‘Practitioner Category’ associated to the 1st user is selected in the ‘Practitioner Category Responsible’ field.
Click [Back to Plan Page] and close the form.
Access the ‘Registry Settings (CWS)’ form.
Set the ‘Limit Registry Settings to the Following Search Criteria’ field to "Restrict Access" and click [View Registry Settings].
Select "Treatment Plan > Goals > Restrict Access to Original Category" from the ‘Registry Settings tree’ and click [OK].
Validate the ‘Registry Setting Value’ field is set to “Y”.
Set the ‘Registry Setting Value’ field to “N” and click [Submit].
Close the form.
Select "Client A" and access the 'Treatment Plan' form.
Select the plan previously filed and click [Edit].
Click [Launch Plan].
Select the goal previously filed in the ‘Tree View’.
Validate all fields are enabled for the current user logged in except for the ‘Practitioner Category Responsible’ field.
Click [Back to Plan Page] and close the form.
Access the ‘Registry Settings (CWS)’ form.
Set the ‘Limit Registry Settings to the Following Search Criteria’ field to "Restrict Access" and click [View Registry Settings].
Select "Treatment Plan > Goals > Restrict Access to Original Category" from the ‘Registry Settings tree’ and click [OK].
Set the ‘Registry Setting Value’ field to “Y” and click [Submit].
Close the form.
Sign out of Avatar and sign in using the credentials for the 1^st user.
Select "Client A" and access the 'Treatment Plan' form.
Select the plan previously filed and click [Edit].
Click [Launch Plan].
Select the goal previously filed in the ‘Tree View’.
Validate all fields are enabled for the current user logged in and the ‘Practitioner Category Responsible’ field contains the ‘Practitioner Category’ associated to the user selected.
Click [Back to Plan Page] and close the form.

Scenario 2: Treatment Plan - Practitioner Responsible Categories

Specific Setup:

The 'Avatar CWS->Treatment Plan->Treatment Plan->Interventions->-> Default Practitioner Categories Responsible' registry setting must contain at least one practitioner category that is defined in the 'Practitioner Category' data element in the 'Staff File' in the 'Dictionary Update' form.
A Treatment Plan Library must contain one problem and four interventions via the 'Treatment Plan Definition' form. (Library A)
A client must have an active episode. (Client A)

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ to the current date.
Set the ‘Plan Name’ to any value.
Select any value in the ‘Plan Type’ field.
Select “Draft” in the ‘Treatment Plan Status’ field.
Click [Launch Plan].
Validate that "Library A" is displayed.
Drag and drop the problem in the ‘Tree View’.
Validate the ‘Problem’ field contain the full item description entered in previous steps.
Set the ‘Problem Code’ field to any value.
Select any value in the ‘Status(Problem List)’ field.
Select any value in the ‘Status’ field.
Drag and drop the 1^st intervention in the ‘Tree View’.
Validate the ‘Intervention’ field contain the full item description entered in previous steps.
Select any value in the ‘Status’ field.
Validate the ‘Practitioner Categories Responsible’ field contains the defaulted values selected in the previous steps.
Drag and drop the 2^nd intervention in the ‘Tree View’.
Validate the ‘Intervention’ field contains the full item description entered in previous steps.
Select any value in the ‘Status’ field.
Validate the ‘Practitioner Categories Responsible’ field contains all available practitioner categories with the defaulted values selected in the previous steps.
Drag and drop the 3^rd intervention in the ‘Tree View’.
Validate the ‘Intervention’ field contain the full item description entered in previous steps.
Select any value in the ‘Status’ field.
Validate the ‘Practitioner Categories Responsible’ field contains the defaulted values selected in the previous steps.
Drag and drop the 4^th intervention in the ‘Tree View’.
Validate the ‘Intervention’ field contain the full item description entered in previous steps.
Select any value in the ‘Status’ field.
Validate the ‘Practitioner Categories Responsible’ field contains all available practitioner categories with the defaulted values selected in the previous steps.
Click [Back to Plan Page].
Select “Final” in the ‘Treatment Plan Status’ field.
Click [Submit].

Topics

• Treatment Plan

AV-72279 Summary | Details

'Prevent Access for Practitioner Categories' registry setting

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

Treatment Plan

Scenario 1: Treatment Plan - 'Prevent Access for Practitioner Categories' registry setting

Specific Setup:

The 'Avatar CWS->Treatment Plan->Treatment Plan->Objectives->'Prevent Access for Practitioner Categories' registry setting must be set to a Practitioner Category associated with a user. (SYSADM)
The system must be configured with two users who are associated with staff members via the 'User Definition' form. (SYSADM) and (testuser1)
"Library A" must contain a problem, goal, and objective via the 'Treatment Plan Definition' form. (Problem A) (Goal A) (Objective A)
"Library B" must contain a problem and objective via the 'Treatment Plan Definition' form. (Problem B) (Objective B)
A Client must have an active episode. (Client A)
The "SYSADM" user is initially logged in.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Set the 'Plan Date' field to the current date.
Set the ‘Plan Name’ field to any value.
Select any value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field and click [Launch Plan].
Select “Problem A” from ‘Library A’ and drag the item to the ‘Tree View’.
Select any value in the ‘Status(Problem List)’ field.
Select any value in the ‘Status’ field.
Select 'Goal A' in the ‘Library’ and drag the item to the problem in the ‘Tree View’.
Select any value in the ‘Status’ field.
Select “Objective A” in the ‘Library’ and drag the item to the goal in the ‘Tree View’.
Select any value in the ‘Status’ field.
Click [Back to Plan Page] and [Submit].
Sign out of Avatar and sign in with the credentials for "testuser1".
Select "Client A" and access the 'Treatment Plan' form.
Select the plan previously filed and click [Edit].
Validate the 'Plan Date' field contains the current date.
Validate the ‘Plan Name’ field contains the plan name previously filed.
Validate the 'Plan Type' field contains the value previously field.
Validate the 'Treatment Plan Status' field contains the value previously selected and click [Launch Plan].
Select the problem previously filed in the ‘Tree View’.
Validate all fields are disabled except for the ‘Status’ field.
Select the objective previously filed in the ‘Tree View’.
Validate all fields are disabled except for the ‘Status’ field.
Select “Problem B” in the ‘Library’ and drag the item to the ‘Tree View’.
Validate an ‘Error’ dialog is displayed with a message stating: “the user (current user logged in) does not have access to type (problem)” and click [OK].
Select “Objective B” in the ‘Library’ and drag the item to the ‘Tree View’.
Validate an ‘Error’ dialog is displayed with a message stating: “the user (current user logged in) does not have access to type (objective)” and click [OK].
Click [Back to Plan Page] and close the form.

Topics

• Treatment Plan

AV-72352 Summary | Details

'Hide Inactive Treatment Plan Elements' registry setting.

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

Treatment Plan

Scenario 1: Treatment Plan - Registry Setting 'Hide Inactive Treatment Plan Elements'

Specific Setup:

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

Steps

Open the Registry Settings form.
Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements".
Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements".
Set the 'Registry Setting Value' field to "N".
Click [Submit].
Validate a message displays stating "Submitting has completed do you wish to return to form?".
Click [No].
Log out of the application and log back in.
Select "Client A" and access the 'Treatment Plan' form.
Click [OK].
Click [Add].
Set the 'Plan Date' field to the current date.
Set the 'Plan Name' field to any value.
Select any value from the 'Plan Type' field.
Select "Draft" from the 'Treatment Plan Status' field and click [Launch Plan].
Validate the 'Hide Inactive' checkbox does not display.
Click [Add New Problem].
Set the 'Status' field to "Active".
Click [Add New Goal].
Set the 'Status' field to "Active".
Click [Add New Objective].
Set the 'Status' field to "inactive".
Click [Add New Intervention].
Set the Status field to "Inactive".
Click [Back to Plan Page].
Click [Submit].
Open the 'Registry Settings' form.
Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements".
Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements".
Set the 'Registry Setting Value' field to "Y".
Click [Submit] and [OK].
Validate a message displays stating "Submitting has completed do you wish to return to form?" and click [No].
Log out of the application and log back in.
Select "Client A" and access the 'Treatment Plan' form.
Click [OK].
Select "Treatment Plan Test" and click [Edit].
Click [Launch Plan].
Validate the 'Hide Inactive' checkbox displays.
Click the 'Hide Inactive' checkbox.
Validate the "Goal" and "Objective" rows no longer display.
Click [Exit to Home View].
Open the 'Registry Settings' form.
Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements".
Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements".
Set the 'Registry Setting Value' field to "YD".
Click [Submit] and [OK].
Validate a message displays stating "Submitting has completed do you wish to return to form?" and click [No].
Log out of the application and log back in.
Select "Client A" and access the 'Treatment Plan' form.
Click [OK].
Select "Treatment Plan Test" and click [Edit].
Click [Launch Plan].
Validate the 'Hide Inactive' checkbox displays and is checked.
Validate the "Intervention" and "Objective" rows do not display.

Topics

• Treatment Plan

AV-72609 Summary | Details

Client Information widget - Allergy icon

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

Allergies and Hypersensitivities

Scenario 1: Allergies and Hypersensitivities - Client Header

Specific Setup:

A Client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A)

Steps

Access the 'Allergies and Hypersensitivities' form for "Client A".
Click [Update] and [New Row].
Set the 'Allergen/Reactant' field to "shellfish" and press Tab.
Validate the 'Allergen/Reactant' field is equal to "SHELLFISH (MDX-2891) (SNOMED=735029006) (MDX-2891)".
Set the 'Date Recognized' field to the current date and press Tab.
Double Click the 'Status' cell.
Set the 'Status' cell to "Confirmed" and click [Save].
Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field.
Validate the 'Known Food Allergies' field is set to "Yes".
Select "No" in the 'Known Medication Allergies' field click [Submit].
Access the 'Allergies and Hypersensitivities' form for "Client A".
Validate the 'Client Header' displays "Allergies (1) Allergies Reviewed = Yes (current date)" with an orange icon.
Click [Update] and [New Row].
Set the 2nd 'Allergen/Reactant' field to "amoxicillin" and press Tab.
Select "AMOXICILLIN (MDX-376) (RxNorm=723)" and click [Select].
Set the 2nd 'Date Recognized' field to the current date and press Tab.
Set the 2nd 'Status' field to "Confirmed" and click [Save].
Validate the 'Known Medication Allergies' field is set to "Yes".
Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit].
Access the 'Allergies and Hypersensitivities' form for "Client A".
Validate the 'Client Header' displays "Allergies (2) Allergies Reviewed = Yes (current date)" with an orange icon.
Click [Update].
Select both rows created and click [Delete Row].
Validate a message displays stating "Are you sure you want to delete these rows?" and click [Yes] and [Save].
Select 'No' in the 'Known Medication Allergies' field.
Select 'No' in the 'Known Food Allergies' field.
Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit].
Access the 'Allergies and Hypersensitivities' form for "Client A".
Validate the Client Header text contains "Allergies (0)".

Topics

• Forms

AV-72672 Summary | Details

Associate Orders to Goals in the 'Treatment Plan' form

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

Treatment Plan

Scenario 1: Treatment Plan - Associate Orders to Goals

Specific Setup:

A client must have two existing orders filed through the 'Client Profile/ Physicians Orders' form with a 'Duration Days' of "15". (ALEVE and TYLENOL)
The 'Associate to the Following Orders' field must be added to the Treatment Plan using the 'Site Specific Section Modeling' form.
A client must have an active episode. (Client A)
A client must have information filed in the 'Allergies and Hypersensitivities' form.

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Click [Add] in the ‘Treatment Plan’ pre-display.
Set the ‘Plan Date’ field to the current date.
Set the ‘Plan Name’ field to "JS Test Plan".
Select “test” in the ‘Plan Type’ field.
Select "Draft" in the ‘Treatment Plan Status’ field and click [Launch Plan].
Click [Add New Problem].
Search for and select “Burn due to sailboat on fire” in the ‘Problem Code’ field.
Select “Active” in the ‘Status(Problem List)’ field.
Set the ‘Problem’ field to "Burns all over body due to sailboat fire".
Validate the ‘Date Opened’ field contains the current date.
Select “Active” in the ‘Status’ field.
Click [Add New Goal].
Set the ‘Goal’ field to "Gain 50% movement in limbs".
Select “Active” in the ‘Status’ field.
Validate the ‘Associate to the Following Orders’ field contains orders for “Aleve” and “Tylenol”.
Check the “Aleve” order in the ‘Associate to the Following Orders’ field and click [Add New Goal].
Set the 2^nd ‘Goal’ field to “Pain Relief”.
Select “Active” in the ‘Status’ field.
Check the “Tylenol” order in the ‘Associate to the Following Orders’ field.
Click [Back to Plan Page] and [Submit].
Select “Client A” and access the ‘Treatment Plan’ form.
Select “JS Test Plan” in the ‘Treatment Plan’ pre-display and click [Edit].
Click [Launch Plan].
Select the "Gain 50% movement in limbs” goal.
Validate the “Aleve” order is checked and on top in the ‘Associate to the Following Orders’ field for the 1^st goal.
Select the “Pain Relief” goal.
Validate the “Tylenol” order is checked and on top in the ‘Associate to the Following Orders’ field for the 2^nd goal.
Click [Back to Plan Page] and [Submit].
Select “Client A” and access the ‘Client Profile / Physicians Orders’ form.
Validate the ‘Client Information And Status’ field contains information for “Client A”.
Click [View/Change].
Select “Original Computer Entry” in the ‘Order Entry Source’ field.
Select “Computer Entry Mistake” in the 'Reason For Change' field.
Search for and select the ordering practitioner in the ‘Order Changed by Practitioner’ field.
Validate the ‘Change Effective Date’ contains the current date.
Validate the ‘Change Effective Time’ field contains the current time and click [Display Order List/Select Order to View or Change].
Validate a dialog is displayed and contains orders for “Tylenol” and "Aleve”.
Select the “Tylenol” order and click [OK].
Select "Tylenol" from the 1st Order Entry Client Profile Order List / Selection row
Validate the ‘Order Type’ field contains "Pharmacy".
Validate the ‘Order Code’ field contains "Tylenol 500 MG Capsule".
Validate the ‘Start Date’ contains the current date.
Validate the ‘Start Time’ field contains the current time.
Validate the ‘Duration Days’ contains "15".
Validate the ‘Current Stop Date’ field contains a date that is 15 days in the future of the ‘Start Date’.
Validate the ‘Stop Time’ field contains a time that is one minute prior to the ‘Start Time’.
Validate the ‘Expected Days Supply’ contains "15".
Set the Start Date field to a date that is 30 days prior to the current date.
Click [File Data] and [Close Form].
Select “Client A” and access the ‘Treatment Plan’ form.
Select “JS Test Plan” in the ‘Treatment Plan’ pre-display and click [Edit].
Click [Launch Plan].
Select the "Gain 50% movement in limbs" goal.
Validate the “Aleve” order is checked in the ‘Associate to the Following Orders’ field.
Select the "Pain Relief" goal.
Validate the “Tylenol” order is checked, displayed, and expired in the 'Associate to the Following Orders' field.
Uncheck the “Tylenol” order and click [Back to Plan Page].
Click [Submit].
Select "JS Test Plan" and click [Edit].
Click [Launch Plan].
Select the “Gain 50% movement in limbs” goal.
Validate the “Tylenol” order is not displayed in the ‘Associate to the Following Orders’ field.
Select the “Pain Relief” goal.
Validate the “Tylenol” order is not displayed in the ‘Associate to the Following Orders’ field.
Close the form.

Topics

n/a

AV-72796 Summary | Details

Avatar eMAR - Administration / Specimen Collection Date and Time

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

Avatar eMAR
Frequency Code Setup
Order Entry Console
eMAR widget
Orders This Episode

Scenario 1: Avatar eMAR - Dose Too Close (Days)

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "0".
The 'Avatar eMAR->General->Settings->->->Support Medication ID' registry setting is set to "N".
Please log out and log back in after configuring the above.
A Frequency Code must exist with 'Times/24 Hours' set to "1" and 'Dose Too Close (Days)' set to "1". (EVERY DAY)
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
"Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" in the 'New Order' field.
Set the 'Dose' field to "1".
Select "Capsule" from the 'Dose Unit' field.
Select "EVERY DAY" from the 'Freq' field.
Set the 'Duration' field to "28" and click [Days].
Validate the 'Days Supply' field is equal to "28".
Validate the 'Dispense Quantity' field is equal to "28".
Select "Capsule" from the 'Dispense Quantity Unit' field.
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Set the 'Start Date' field to one day prior to the current date.
Set the 'Start Time' field to "08:00 AM".
Validate the 'Stop Date' field contains a date that is 27 days in the future from the 'Start Date'.
Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
Click [Add to Scratchpad] and [Final Review].
Verify the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Verify the 'Final Review' dialog is displayed and click [Sign].
Validate the 'Order grid' contains an order for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE".
Access the ‘eMAR’ widget.
Validate an order is displayed for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE" with no hours of administration.
Select the first cell under the previous day and click [Administer].
Verify the 'Order Acknowledgement' dialog exists and click [OK].
Verify the 'Client Education' dialog exists.
Select "Yes" in the 'Education Performed' field and click [OK].
Verify the 'Administration Event' dialog exists and contains an order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE".
Validate the 'Administration Date' and 'Administration Time' fields contain the current date and time.
Set the 'Administration Date' field to the previous day.
Set the 'Administration Time' field to "10:00 AM".
Verify the 'Med ID' field does not exist.
Validate the 'Qty' field is equal to "1".
Validate the 'Unit' field is equal to "Capsule".
Select "Nurse-Administered" from the 'Administration Event' field.
Check the 'Accept administration information entered' check box and click [Ok].
Validate the first cell under the previous day for the "PRILOSEC 10 MG CAPSULE, DELAYER RELEASE" order contains an administration of "1 Capsule" and the time in military format.
Validate the 'Order Description' contains a warning stating: "Do Not Give Before: {the current date} at "10:00 AM"".
Select the first cell under the current date.
Validate a message is displayed stating: "Warning! To continue with this administration, please enter a reason in the box below. Warning: The dose being administered is too close to the previously administered dose. The next dose should be administered after {the current date} at "10:00 AM"".
Enter any value and click [Yes].
Verify the 'Administration Event' dialog exists and contains an order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE".
Validate the 'Administration Date' and 'Administration Time' fields contain the current date and time.
Verify the 'Med ID' field does not exist.
Validate the 'Qty' field is equal to "1".
Validate the 'Unit' field is equal to "Capsule".
Select "Refused" from the 'Administration Event' field.
Validate the 'Warning' field is disabled.
Check the 'Accept administration information entered' check box and click [Ok].
Validate the first cell under the current date contains a "thumbs-down" symbol indicating the dose was refused, "1 Capsule", and the time of the attempted administration in military format".
Right click the first cell under the current date that was administered and select "Administration After Initial Refusal".
Verify the 'Administration Event' dialog exists and contains an order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE".
Validate the 'Administration Date' and 'Administration Time' fields contain the current date and time.
Set the 'Administration Time' field to "9:00 AM".
Verify the 'Med ID' field does not exist.
Validate the 'Qty' field is equal to "1".
Validate the 'Unit' field is equal to "Capsule".
Select "Nurse-Administered" from the 'Administration Event' field.
Validate [Warning - View] contains a "red flag" symbol.
Click [Warning - View].
Validate a message is displayed stating: "The dose being administered is too close to the previously administered dose. The next dose should be administered after {the current date} at "10:00 AM"".
Set the 'Override Text' field to any value and click [OK].
Click [Submit Edit].
Validate the first cell under the current date contains a "U-Turn" symbol, indicating the administration has been updated, "1 Capsule", and the time administered in military format".

Scenario 2: Avatar eMAR - Recollect on One-Time-Only lab-type order

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Specimen Collection Events' registry setting must be set to "Y"
Please log out of the application and log back in after completing the above configuration
A lab-type order code must exist. (Lab Code A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Lab Code A" from the 'New Order' field.
Select "ONE TIME ONLY" from the 'Frequency' field.
Select "Lab Vendor Staff will Collect" in the 'Specimen Collection' field.
Set the 'Duration' field to "48" and click [Hours].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "Lab Code A ONE TIME ONLY, Lab Vendor Staff will Collect".
Select the 'eMAR' widget.
Click the 'Lab Orders' tab.
Validate that the order for "Lab Code A" is displayed.
Double click on the 'Specimen Collect' cell under the current date.
Validate the 'Order Acknowledgement' dialog displays and click [OK].
Validate the 'Client Education' dialog displays.
Select "Yes" from the 'Education Performed' field and click [OK].
Select any collection event from the 'Collection Event' field.
Click the 'Accept administration information entered' checkbox.
Click [OK].
Validate the cell selected displays the collection time.
A Specimen Rejection is sent to myAvatar.
Validate "Client A" is selected and access the 'eMAR' widget.
Click [Refresh].
Validate a red "R" icon displays for the cell administered.
Right click in the administered cell.
Validate "Recollect" is displayed.
Click 'Recollect'.
Validate the correct information is displayed in the 'Record Recollection' dialog.
Click [Submit Recollection].
Validate the administered cell displays the collection time.

Topics

• Avatar eMAR

AV-73156 Summary | Details

'Duplicate Plan Element Checking' registry setting

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

Treatment Plan

Scenario 1: Treatment Plan - 'Enable Duplicate Plan Element Checking' registry setting

Specific Setup:

The 'Avatar CWS ->Treatment Plan->->->->Enable Duplicate Plan Element Checking' registry setting must be set to "Y".
Please log out of the application and back in after completing the above configuration.
A Treatment Plan Library must exist via the 'Treatment Plan Definition' form. (Library A)
A client must be in an active episode. (Client A)

Steps

Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ field to the desired date.
Set the ‘Plan Name’ field to the desired name.
Set the ‘Plan Type’ field to the desired value.
Select "Draft" from the ‘Treatment Plan Status’ field.
Click [Launch Plan].
Validate the Library window contains "Library A".
Drag and drop the problem to the Tree View.
Validate the ‘Problem’ field contains the full item description entered in previous steps.
Set the ‘Problem Code’ field to the desired value.
Select the desired value from the ‘Status (Problem List)’ field.
Select "Active" in the ‘Status’ field.
Drag and drop the goal to the Tree View.
Validate the ‘Goal’ field contains the full item description entered in previous steps.
Select "Active" in the ‘Status’ field.
Drag and drop the objective to the Tree View.
Validate the ‘Objective’ field contains the full item description entered in previous steps.
Select "Active" from the ‘Status’ field.
Drag and drop the intervention to the Tree View.
Validate the ‘Intervention’ field contains the full item description entered in the previous steps.
Select "Active" in the ‘Status’ field.
Drag and drop the problem from the previous steps in the Tree View
Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
Drag and drop the goal from the previous steps to the Tree View.
Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
Drag and drop the objective from the previous steps to the Tree View.
Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
Drag and drop the intervention from previous steps to the Tree View.
Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
Select the problem added from previous steps in the Tree View.
Select "Inactive" in the 'Status' field.
Select the goal added from previous steps in the Tree View.
Select "Inactive" in the ‘Status’ field.
Select the objective added from previous steps in the Tree View.
Select "Inactive" in the ‘Status’ field.
Select the intervention added from previous steps in the Tree View.
Select "Inactive" in the ‘Status’ field.
Drag and drop the problem from previous steps in the Tree View.
Drag and drop the goal from previous steps in the Tree View.
Drag and drop the objective from previous steps in the Tree View.
Drag and drop the intervention from previous steps in the Tree View.
Validate the Tree View contains duplicates of the same problem, goal, objective, and intervention added from the previous steps
Click [Exit to Home View].

Topics

• Treatment Plan

AV-73611 Summary | Details

'Set System Defaults' form

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

Set System Defaults (CWS)
Treatment Plan

Scenario 1: Filing the 'Set System Defaults' form

Specific Setup:

A copy of the Treatment Plan form has been created with a number greater than 11. Example: 'Treatment Plan Number 17'.
Using 'Site Specific Section Modeling' for the selected Treatment Plan copy, the 'Site Specific Section Description' field is edited to another description. Example: 'Treatment Plan Number 17 for Psych Eval'.
A plan is finalized for any test client for the copy of the treatment plan
A frequency code must be configured via the 'Frequency Code Setup' form.
For any of the progress notes forms, set the following Registry Settings. (Ambulatory Progress Notes is used in the example):
Registry Setting "Avatar CWS->Progress Notes->Ambulatory->->->Display Treatment Plans in Treatment Plan Grid". Enter treatment plan numbers concatenated with '&'. The selected plans will be available for selection in the 'Select T.P. Version' column in the 'Treatment Plan' grid.
Registry Setting "Avatar CWS->Progress Notes->Ambulatory->->->Enable Treatment Plan Grid". Enter "Y" to add 'Treatment Plan' grid field to the form.

Steps

Open the 'Set System Defaults' form.
Navigate to the "Update Treatment Plan Type Selections To Match The Site-Specific Tab Description For Tab 1 of The Form".
Select "Y" to update them based on the Site-Specific Tab Description.
Select any value in the 'Allowed Frequency Codes for Interventions' field.
Click [Submit].
Open the 'Set System Defaults' form.
Validate the 'Disable The Selections Of the Following Treatment Plan Types' field contains the edited treatment plan name.
Validate the 'Display Treatment Plans in Selection Leaf for The Selected Plans' contains the edited treatment plan name.
Validate the 'Allowed Frequency Codes for Interventions' field contains the values previously selected.
Close the form.
Open the progress notes form used in the 'Setup/Permissions' above.
Navigate to the 'Treatment Plan' grid.
Double click on the 'Select T.P. Version' field.
Verify the Treatment Plan copy displays the edited name.
Click [Close Form].

Scenario 2: Treatment Plan Interventions - Site Specific Section Modeling

Specific Setup:

The following fields must be enabled and not excluded from data collection in the 'Treatment Plan - Interventions (CWS64000)' form within 'Site Specific Section Modeling':
‘'Is this an education?'
‘Practitioner Categories Responsible'
‘Task Frequency'
A client must have an active episode (Client A)

Steps

Select "Client A" and access the 'Treatment Plan' form.
Enter the desired date in the 'Plan Date' field.
Enter the desired value in the 'Plan Name' field.
Select the desired value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Click [Add New Problem].
Select any value in the ‘Problem Code’ field.
Select the desired value in the 'Status (Problem List)' field.
Select the desired value in the 'Status' field.
Click [Add New Intervention].
Set the 'Intervention' field to the desired value.
Select the desired value in the 'Status' field.
Validate that the ‘Is this and education?’, ‘Practitioner Categories Responsible’, and ‘Task Frequency’ fields are displayed.
Select “No” in the ‘Is this an education?’ field.
Select any value in the ‘Practitioner Categories Responsible’ field.
Select any value in the ‘Task Frequency’ field.
Click [Back To Plan Page].
Click [Launch Plan].
Validate that the values selected in ‘Is this and education?’, ‘Practitioner Categories Responsible’, and ‘Task Frequency’ fields are displayed.
Click [Back to Plan Page].
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit].

Topics

• Set System Defaults • Treatment Plan

AV-73731 Summary | Details

Launch pre-administration assessments from Avatar eMAR

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

Avatar eMAR
Orders This Episode
Task Associations
Task Definitions
Flowsheet

Scenario 1: Task List - Generate Task based on eMAR Administration event

Steps

Internal testing only

Scenario 2: Task List - Group with other Administrations

Specific Setup:

Avatar CWS 2021 Update 85, Avatar eMAR 2021 Update 21, and myAvatar Client Update 3201-001 are needed in order to utilize full functionality.
Must have the NDC for the following order codes: "LISINOPRIL 20 MG TABLET ORAL", "Aluminum Sulfate/Calcium Acetate Powder for Suspension TOPICAL APPLICATION", and "LEADER EXTRA MOISTURIZING NASAL SPRAY 0.05 % SPRAY NASAL". This can be found in the 'Order Code Setup' form.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Access the 'Task Definitions' form.
Select "Add" from the 'Add/Edit Task Definition' field.
Set the 'New Task Code' field to "Grouped".
Set the 'Task Title' field to "Group with other Administrations".
Select "Flowsheet" from the 'Task Action Type' field.
Click [Submit].
Validate a message is displayed stating: "Task Definitions has completed. Do you wish to return to form?" and click [No].
Access the 'Task Associations' form.
Select "Task Definition" from the 'Task Type' field.
Select "Group with other Administrations (Grouped)" from the 'Task Group/Definition' field.
Select "Add" from the "Add/Edit/Delete Association" field.
Select "Administration" from the 'Order Event' field.
Search for and select "LISINOPRIL 20 MG Tablet ORAL" from the 'Order Code' field.
Select "Yes" from the 'Group with other administrations' field.
Set the 'Offset' field to "0".
Select "Hours" from 'Offset Units' field.
Select "Every 1 Hour (Q1H)" from the 'Frequency' field.
Set the 'Duration' field to "4".
Select "Hours" from 'Duration Units' field.
Click [Update Associations].
Select "Add" from the "Add/Edit/Delete Association" field.
Select "Administration" from the 'Order Event' field.
Search for and select "ALUMINUM SULFATE-CALCIUM ACETATE" in the 'Primary Name (Medication)' field.
Select "Yes" from the 'Group with other administrations' field.
Set the 'Offset' field to "0".
Select "Hours" from 'Offset Units' field.
Select "Every 1 Hour (Q1H)" from the 'Frequency' field.
Set the 'Duration' field to "4".
Select "Hours" from 'Duration Units' field.
Click [Update Associations].
Select "Add" from the "Add/Edit/Delete Association" field.
Select "Administration" from the 'Order Event' field.
Select "NASAL" from the 'Route of Administration' field.
Select "Yes" from the 'Group with other administrations' field.
Set the 'Offset' field to "0".
Select "Hours" from 'Offset Units' field.
Select "Every 1 Hour (Q1H)" from the 'Frequency' field.
Set the 'Duration' field to "4".
Select "Hours" from 'Duration Units' field.
Click [Update Associations].
Click [Submit].
Validate a message is displayed stating: "Task Associations has completed. Do you wish to return to form?" and click [No].
Select “Client A” and access the Order Entry Console.
Search for and select "LISINOPRIL 20 MG Tablet ORAL" from the 'New Order' field.
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Freq' field.
Set the 'Duration' field to "1" and click [Days].
Click [Add to Scratchpad].
Search for and select "Aluminum Sulfate/Calcium Acetate Powder for Suspension TOPICAL APPLICATION" from the 'New Order' field.
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Freq' field.
Set the 'Duration' field to "1" and click [Days].
Click [Add to Scratchpad].
Search for and select "LEADER EXTRA MOISTURIZING NASAL SPRAY 0.05 % SPRAY NASAL" from the 'New Order' field.
Set the 'Dose' field to "1".
Select "app" from the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Freq' field.
Validate the 'Route' field contains "NASAL".
Set the 'Duration' field to "1" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains all three orders.
Access the ‘Task List’ widget.
Validate that an eMAR task with three Administrations is created under the 2100 hour.
Access the ‘eMAR’ widget.
Validate an order for "Aluminum Sulfate/Calcium Acetate TOPICAL APPLICATION Powder for Suspension" is displayed with hours of administration under the current date.
Select the 2nd cell under the current date for the "Aluminum Sulfate/Calcium Acetate" order and click [Administer].
Validate the 'Order Acknowledgement' dialog exists and click [OK].
Validate the 'Client Education' dialog exists.
Select "Yes" from the 'Education Performed' field and click [OK].
Verify the 'Administration Event' dialog exists.
Validate the 'Order' field contains "Aluminum Sulfate/Calcium Acetate TOPICAL APPLICATION Powder for Suspension".
Validate the 'Administration Date' field is equal to the current date.
Validate the 'Administration Time' field is equal to the current time.
Set the 'Administration Time' field to the start of the current hour.
Set the 'Med ID' field to the NDC code for "Aluminum Sulfate/Calcium Acetate TOPICAL APPLICATION Powder for Suspension".
Validate the 'Qty' field is equal to "1".
Validate the 'Unit' field is equal to "Tablet".
Select a successful event from the 'Administration Event' field.
Click [View] from the Warning field. Override any warnings and click [Ok].
Check the 'Accept administration information entered' checkbox and click [Ok].
Validate the 2nd cell under the current date for the "Aluminum Sulfate/Calcium Acetate" order contains the "1 Tablet" and the time administered.
Validate an order for "LEADER EXTRA MOISTURIZING NASAL SPRAY 0.05 % NASAL SPRAY" is displayed with hours of administration under the current date.
Select the 2nd cell under the current date for the "LEADER EXTRA MOISTURIZING NASAL SPRAY 0.05 % NASAL SPRAY" order and click [Administer].
Validate the 'Order Acknowledgement' dialog exists and click [OK].
Validate the 'Client Education' dialog exists.
Select "Yes" from the 'Education Performed' field and click [OK].
Verify the 'Administration Event' dialog exists.
Validate the 'Order' field contains "LEADER EXTRA MOISTURIZING NASAL SPRAY 0.05 % NASAL SPRAY".
Validate the 'Administration Date' field is equal to the current date.
Validate the 'Administration Time' field is equal to the current time.
Set the 'Administration Time' field to the start of the current hour.
Set the 'Med ID' field to the NDC code for "LEADER EXTRA MOISTURIZING NASAL SPRAY 0.05 % NASAL SPRAY".
Validate the 'Qty' field is equal to "1".
Validate the 'Unit' field is equal to "app".
Select a successful event from the 'Administration Event' field.
Click [View] from the Warning field. Override any warnings and click [Ok].
Check the 'Accept administration information entered' checkbox and click [Ok].
Validate the 2nd cell under the current date for the "LEADER EXTRA MOISTURIZING NASAL SPRAY 0.05 % NASAL SPRAY" order contains the "1 app" and the time administered.
Validate an order for "LISINOPRIL 20 MG ORAL Tablet" is displayed with hours of administration under the current date.
Select the 2nd cell under the current date for the "LISINOPRIL 20 MG ORAL Tablet" order and click [Administer]
Validate the 'Order Acknowledgement' dialog exists and click [OK].
Validate the 'Client Education' dialog exists.
Select "Yes" from the 'Education Performed' field and click [OK].
Validate the 'Administration Event' dialog exists.
Validate the 'Order' field contains "LISINOPRIL 20 MG ORAL Tablet".
Validate the 'Administration Date' field is equal to the current date.
Validate the 'Administration Time' field is equal to the current time.
Set the 'Administration Time' field to the start of the current hour.
Set the 'Med ID' field to the NDC code for "LISINOPRIL 20 MG ORAL Tablet".
Validate the 'Qty' field is equal to "1".
Validate the 'Unit' field is equal to "Tablet".
Select a successful event from the 'Administration Event' field.
Click [View] from the Warning field. Override any warnings and click [Ok].
Check the 'Accept administration information entered' checkbox and click [Ok].
Validate the 2nd cell under the current date for the "LISINOPRIL 20 MG ORAL Tablet" order contains the "1 Tablet" and the time administered.
Access the ‘Task List’ widget.
Validate that one 'Group with other Administrations' task was created and placed under the next four hours.

Scenario 3: eMAR - Pre-Administration Assessments (Flowsheet)

Specific Setup:

Avatar CWS 2021 Update 85, Avatar eMAR 2021 Update 21, and myAvatar Client Update 3201-001 are needed in order to utilize full functionality.
An 'Assessment' in the 'Flowsheet Admin' tool must have a 'Tag' added that corresponds to the 'Task Code' entered in the 'Task Definition' form.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Access the 'Task Definitions' form.
Select "Add" from the 'Add/Edit Task Definition' field.
Set the 'New Task Code' field to "Flowsheet".
Set the 'Task Title' field to "Flowsheet Task".
Select "Flowsheet" from the 'Task Action Type' field.
Click [Submit].
Validate a message is displayed stating: "Task Definitions has completed. Do you wish to return to form?" and click [No].
Access the 'Task Associations' form.
Select "Task Definition" from the 'Task Type' field.
Select "Flowsheet Task (Flowsheet)" from the 'Task Group/Definition' field.
Select "Add" from the "Add/Edit/Delete Association" field.
Select "Pre-Administration" from the 'Order Event' field.
Search for and select "RITALIN 5 MG TABLET ORAL" from the 'Order Code' field.
Click [Update Associations].
Click [Submit].
Validate a message is displayed stating: "Task Associations has completed. Do you wish to return to form?" and click [No].
Select “Client A” and access the Order Entry Console.
Search for and select "RITALIN 5 MG TABLET ORAL" from the 'New Order' field.
Set the 'Dose' field to "1".
Select "TABLET" from the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Freq' field.
Set the 'Duration' field to "1" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate 'Order grid' contains an order for "RITALIN 5 MG TABLET ORAL 1 TABLET, TWICE A DAY".
Access the ‘eMAR’ widget.
Validate an order for "RITALIN 5 MG ORAL TABLET" is displayed with red text in the order details stating "Right click is available for pre-administration Assessments".
Right click in the 'Order Description' for the "RITALIN" order and select "Flowsheet Task".
Verify the 'Flowsheet' assessment is launched in a new window.
Click [X] to close the 'Flowsheet' assessment.

Topics

• Avatar eMAR • eMAR

AV-73791 Summary | Details

Avatar eMAR - AOE Questions

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

Avatar eMAR
Order Entry Console

Scenario 1: NX - OE and eMAR - AOE Question/Answer Flyover

Specific Setup:

Avatar OE 2021 Update 54, Avatar NX Release 2020.10.00, Avatar eMAR 2021 Update 18 and myAvatar Client Update 2513-003 or 3201-001 are required in order to utilize full functionality.
An order code (Advil 200 MG TABLET) must be configured to have at least one 'AOE Question' through the 'Order Code Setup' form.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
Set the 'Dose' field to "2".
Select "Tablet" from the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Freq' field.
Set the 'Duration' field to "12" and click [Days].
Click [Add to Scratchpad].
Validate the 'AOE Question' dialog displays.
Answer all 'AOE Question(s)' and click [Save] and [Sign].
Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET 2 TABLET, TWICE A DAY" with all AOE questions in bold text and AOE answers in un-bolded text.
Select the cell for the "ADVIL" order and click [Copy].
Validate a message displays 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.)" and click [Yes].
Click [Add to Scratchpad].
Validate the "ADVIL" order in the 'ScratchPad' displays with a red "AOE!" indicator" and click [Sign].
Validate a message displays stating "There is an unanswered or unverified AOE question for 1 order." and click [OK].
Click the red "AOE!" indicator in the 'ScratchPad'.
Validate the 'AOE Question' dialog displays.
Answer all 'AOE Question(s)' and click [Save] and [Sign].
Validate the "ADVIL" order in the 'ScratchPad' displays with a blue "AOE" indicator" and click [Sign].
Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET 2 TABLET, TWICE A DAY" with all AOE questions in bold text and AOE answers in un-bolded text.
Click the 'Admission Reconciliation' tab.
Validate the 'Inpatient Medications Scratchpad' contains an order for "ADVIL 200 MG ORAL TABLET 2 TABLET, TWICE A DAY" with all AOE questions in bold text and AOE answers in un-bolded text.
Click the 'Discharge Reconciliation' tab.
Validate the 'Inpatient Medications' contains an order for "ADVIL 200 MG ORAL TABLET 2 TABLET, TWICE A DAY" with all AOE questions in bold text and AOE answers in un-bolded text and a blue "AOE" icon.
Access the 'eMAR' widget for the selected client.
Validate there is a red "AOE" icon in the 'Order Details' cell for the "ADVIL" order.
Hover over the 'Order Details' for the "ADVIL" order.
Validate the 'AOE Question' displays in bold text and the 'AOE Answer' displays in un-bolded text.

Topics

• eMAR

AV-74371 Summary | Details

Treatment Plan - saved values

Scenario 1: Treatment Plan - Validate data results populated in fields after 'Event Logic' is triggered

Specific Setup:

Use form "Site Specific Section Modeling" to edit any "Treatment Plan" form and add "Event" logic to a field [FieldA], in any "Problem", "Objective", "Goals" or "Interventions" added to the plan. For this example, the "Objective" section has [FieldA], [FieldB], [FieldC] and [FieldD]. [FieldB], [FieldC] are set to be initially "Disabled". [FieldA], set to trigger an event that will 'Enable' fields [FieldB], [FieldC] when [ValueA] is selected

Steps

Open the "Treatment Plan" form
Populate any required fields on the main section
Click [Launch Plan]
Add an "Objective" [Objective1]
Validate [FieldB] and [FieldC] are disabled
In [FieldA], select a value other than [ValueA]
Validate [FieldB] and [FieldC] remain disabled
Select any value in [FieldD]
Add another "Objective" [Objective2]
In [FieldA], select [ValueA] and tab out of the field
Validate [FieldB] and [FieldC] are now enabled
Populate [FieldB] and [FieldC]
Select any value in [FieldD]
Clear the value in [FieldD] (Using F5 key or manually deleting the value)
Click [Return To Plan]
Click [Launch Plan]
Select [Objective1] for edit
Validate [FieldA] is populated as expected
Validate [FieldB] and [FieldC] are disabled
Validate [FieldD] is populated as expected
Select [Objective2] for edit
Validate [FieldA] contains [ValueA]
Validate fields [FieldB] and [FieldC] are populated as expected
Validate [FieldD] is not populated, as expected
Click [Return To Plan]
Click [Submit]
Open the "Treatment Plan" form and select the plan just submitted
Click [Launch Plan]
Repeat steps 17 thru 24
Validate results are as expected

Topics

• Site Specific Section Modeling • Treatment Plan

AV-74801 Summary | Details

Treatment - Problems grid

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

App Dashboard
Delete Treatment Plan OK Dialog
Treatment Plan

Scenario 1: Treatment Plan - Validate adding problems via the "Problems" list grid

Specific Setup:

[ClientA] is enrolled in an active episode

Steps

Open the Treatment Plan form
Select [ClientA]
Populate any required fields on the main form
In the "Problems" grid select or add a problem [Problem1] with a status of "Active"
Add or select a second problem [Problem2] with a different status, for example "Monitoring"
Click [Launch Plan]
Validate the treatment plan tree loads without a warning
Validate both problems are listed in the grid, as expected
Select [Problem1] and validate the "Status(Problem List) field equals "Active"
Populate any other required fields in the "Problem" section
Select [Problem2] and validate the "Status(Problem List) field equals "Monitoring"
Populate any other required fields in the "Problem" section
Click [Back to Plan Page]
Submit the treatment plan
Return to the form and select the treatment plan just submitted
Click [Launch Plan]
Validate all three problems are displayed
Click each problem and validate fields in the problem section are populated as expected
Click [Back to Plan Page]
In the "Problems" grid, click "New Row"
Enter the same problem entered for [Problem1]
Validate a message displays blocking entry that states "Problem already exists", as expected
Select the new row just attempted and click [Delete] to remove it
Validate the row is deleted from the "Problems" grid
In the "Problems" grid, click "New Row" again
Enter a problem code other than the ones in [Problem1] or [Problem2]
Validate the entry is accepted
Select a status of "Active" for the problem
Click [Launch Plan]
Validate the treatment plan tree loads without a warning
Validate all three problems are listed in grid
Select the problem just added
Populate any other required fields in the "Problem" section
Click [Back to Plan Page]
Submit the treatment plan
Return to the form and select the treatment plan just submitted
Click [Launch Plan]
Validate all three problems are displayed and populated, as expected
Close the form

Topics

• Treatment Plan

AV-75349 Summary | Details

Order Entry Console (Orders This Episode section) - Addl Instructions

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

Frequency Code Setup
Orders This Episode

Scenario 1: OE NX - Create New lab-type order where 'Addl Instructions' are required in 'Frequency Code Setup'

Specific Setup:

A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
A 'Frequency Code' must exist where "Yes" is selected in the 'Require Special/Additional Instructions With This Frequency Code' field.(Frequency Code A)
A lab-type order code must exist where "No" is selected in the 'Require Special/Additional Instructions' field. (Order Code A)

Steps

Select “Client A” and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Select 'Frequency Code A' from the 'Frequency' field.
Set the 'Duration' field to "1" and click [Days].
Validate the 'Addl Instructions' field is required.
Click [Add to Scratchpad].
Validate the 'Scratchpad' contains an order for "Order Code A" with a red flag in the 'Action' column.
Select the order in the 'Scratchpad'.
Set the 'Addl Instructions' field to any value and click [Update Order].
Validate the 'Scratchpad' contains an order for "Order Code A" with no red flag in the 'Action' column.
Click [Sign].
Validate the 'Order grid' contains the order for "Order Code A" with the information entered in 'Addl Instructions'.
Access the 'Frequency Code Setup' form.
Search for and select "Frequency Code A" and select "No" in the 'Require Special/Additional Instructions With This Frequency Code' field.
Validate that "Client A" is selected and access the Order Entry Console.
Search for and select "Order Code A" in the 'New Order' field.
Select "Frequency Code A" from the 'Frequency' field.
Set the 'Duration' field to "1" and click [Days].
Validate the 'Addl Instructions' field is not required.
Click [Add to Scratchpad].
Validate the 'Scratchpad' contains an order for "Order Code A" with no red flag in the 'Action' column and click [Sign].
Validate the first order in the 'Order grid' contains the order for "Order Code A" and the 'Addl Instructions' field contains no value, and the second row contains "Order Code A" with the information entered in 'Addl Instructions'.

Topics

• Order Entry Console

AV-75370 Summary | Details

Avatar OE - Discharge Med Reconciliation

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

Order Code Setup
Order Entry Console
Order Entry Console - Warning Dialog - Age/Problem

Scenario 1: Avatar OE - Discharge Med Reconciliation - Client order Mismatch

Specific Setup:

Two clients must each have an active inpatient episode (Client A and Client B)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"Client B" must not have any active orders (Orders This Episode or Home Medications).

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
Set the 'Dose' field to "2".
Select "TABLET" from the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Freq' field.
Set the 'Duration' field to "12" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET2 TABLET, TWICE A DAY".
Click the 'Home Medications' tab.
Search for and select "predniSONE 5 MG, Tablet, Oral" from the 'New Order' field.
Set the 'Dose' field to "3".
Validate the 'Dose Unit' field is equal to "Tablet".
Select "TWICE A DAY" from the 'Frequency' field.
Set the 'Days Supply' field to "12" and press Tab.
Validate the 'Dispense Qty' field is equal to "72".
Validate the 'Dispense Qty Unit' field is equal to "Tablet".
Click [Add to Scratchpad].
Validate the 'Order grid' contains an order for "predniSONE 5 MG ORAL Tablet Take three (3) tablets by mouth twice a day (Refills: 0, Disp. Qty: 72 Tablet)".
Click the 'Discharge Reconciliation' tab.
Select the "predniSONE" order from the 'Home Medications Scratchpad (Post-Discharge)' and click [DC].
Access the 'HomeView'.
Select "Client B" and access the Order Entry Console.
Click the 'Discharge Reconciliation' tab.
Validate no orders display for the selected client.

Topics

• NX • Order Entry Console

AV-75426 Summary | Details

Enhanced Caseload Management

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

Team Definition

Scenario 1: Validate "Recent Clients" list - functionality

Specific Setup:

Avatar PM 2021 Update 118, RADplus 2021 Update 116, and myAvatar Client Update 2513-003 or 3201-001 must be installed in order to utilize full functionality.
The 'RADplus->Database Management->Client Lookup->->->Enable enhanced caseload management from the 'Clients and Data' widget' registry setting must be set to the User Role associated to the user logged into the application. (HomeviewCLINICIAN) (User A)
Please log out of the application and log back in after completing the above configuration.
Four clients must have active episodes. (Client A) (Client B) (Client C) (Client D)
"User A" must be logged into the application.

Steps

Search for and select “Client A” in the ‘Search Clients’ field of the ‘My Clients’ widget.
Access any form within the application for “Client A”.
Close the form.
Validate that "Client A" is displayed under 'Recent Clients'.
Right click “Client A” and select [Remove From List].
Validate that the 'Recent Clients' list does not contain "Client A".
Search for and select “Client B” in the ‘Search Clients’ field of the ‘My Clients’ widget.
Access any form within the application for “Client B”.
Close the form.
Validate that “Client B” displays in the ‘Recent Clients’ list.
Search for and select “Client C” in the ‘Search Clients’ field of the ‘My Clients’ widget.
Access any form within the application for “Client C”.
Close the form.
Validate that “Client B” and “Client C” display in the ‘Recent Clients’ list.
Right click “Client B” and select [Remove From List].
Validate that “Client B” is not displayed in the ‘Recent Clients’ list.
Right click “Client C” and select [Remove From List].
Validate that “Client C” is not displayed in the ‘Recent Clients’ list.
Search for and select “Client D” in the ‘Search Clients’ field of the ‘My Clients’ widget.
Access any form within the application for “Client D”.
Close the form.
Validate that “Client D” displays in the ‘Recent Clients’ list.
Right click “Client D” and select [Remove From List].
Validate that “Client D” is not displayed in the ‘Recent Clients’ list.
Access the ‘Admission’ form.
Fill out all required fields and click [Submit]. This will be "Client E".
Validate that “Client E” displays in the ‘Recent Clients’ list.
Access the ‘Team Definition’ form.
Set the 'Team ID' field to "PT1".
Set the 'Team Description' field to "Physician Team 1".
Select "Yes" In the 'Active' field.
Select "Yes" in the 'Physician Team' field.
Select "Yes" in the 'Team Accepts Consult Orders' field.
Click [Select Users].
Select "User A" and click [OK].
Select "No" in the 'Disable Adding Clients to Caseload' field.
Select "No" in the 'Use Team Finalizer as Default Supervisor for Document Routing' field.
Validate the 'Team Information' field contains "User A"
Select the ‘Individual Client Assignment’ section.
Click [Add New Item].
Search for and select “Client E” in the ‘Client ID’ field.
Select the ‘Team Definition’ section and click [File].
Validate a "Filed" message is displayed and click [OK].
Close the form.
Validate that “Client E” displays in the ‘My Clients’ widget.
Right click "Client E" and select [Remove From Physician Team].
Access the ‘Team Definition’ form.
Click [Select Team].
Select “PT1 (Physician Team Test)” in the ‘Select one of the following’ field and click [OK].
Select the ‘Individual Client Assignment’ section.
Validate that “Client E” no longer displays in the ‘Individual Client Assignment’ grid.
Close the form.

Scenario 2: 'My Clients' widget - Add to My Caseload, Remove From My Caseload

Specific Setup:

Avatar PM 2021 Update 118, RADplus 2021 Update 116, and myAvatar Client Update 2513-003 or 3201-001 must be installed in order to utilize full functionality.
The 'RADplus->Database Management->Client Lookup->->->Enable enhanced caseload management from the 'Clients and Data' widget' registry setting must be set to the User Role associated to the user logged into the application.
Please log out of the application and log back in after completing the above configuration.
"User A" must have access to all tables.
"User A" must be logged into the application.

Steps

Access the ‘Admission’ form.
Fill out all required fields and click [Submit]. This will be "Client A"
Validate that "Client A" displays in the ‘Recent Clients’ list.
Right click "Client A" and select [Add to My Caseload].
Validate the ‘My Clients’ widget contains “Client A”.
Right click "Client A" under 'My Clients' and select [Remove From My Caseload].
Validate that “Client A” no longer displays in the ‘My Clients’ widget.
Create a report using the 'SYSTEM.radplus_caseload' table using the following fields: 'PATID', 'USERID' and 'caseload_type_CSM_value, hidden'.
Filter the report by selecting "Client A's PATID" in the 'PATID' field.
Validate the report contains no rows of data for "Client A".
Access the ‘Team Definition’ form.
Click [Select Team].
Select “PT1 (Physician Team Test)” in the ‘Select one of the following’ field and click [OK].
Select the ‘Individual Client Assignment’ section.
Search for and select “Client A” in the ‘Client ID’ field.
Select the ‘Team Definition’ section and click [File].
Validate a "Filed" message is displayed and click [OK].
Close the form.
Validate that “Client A” does not display in the ‘My Clients’ widget.
Refresh the report using the 'SYSTEM.radplus_caseload' table
Validate a row is displayed for "Client A".
Validate the 'caseload_type_CSM_value' field contains "Team Caseload Assignment".
Validate the 'hidden' field contains "X"
Right click "Client A" in 'Recent Clients' and select [Add to My Caseload].
Validate the ‘My Clients’ widget contains “Client A”.
Refresh the report using the 'SYSTEM.radplus_caseload' table
Validate the report contains two rows of data for "Client A".
Validate the 'caseload_type_CSM_value' field contains "Individually Selected" for the new row added.
Validate the 'hidden' field contains no value for both rows.
Right click "Client A" and select [Remove From Physician Team].
Validate the ‘My Clients’ widget contains “Client A”.
Refresh the report using the 'SYSTEM.radplus_caseload' table
Validate there is only one row of data for "Client A" that has "Individually Selected" in the 'caseload_type_CSM_value' field.
Right click "Client A" under 'My Clients' and select [Remove From My Caseload].
Validate that “Client A” no longer displays in the ‘My Clients’ widget.
Refresh the report using the 'SYSTEM.radplus_caseload' table.
Validate the report contains no rows of data for "Client A"
Close the report.

Topics

• Database Management • My Clients

AV-75957 Summary | Details

POC Results filed via Avatar eMAR when performing multiple administrations

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

Avatar eMAR
Avatar eMAR - Client Education dialog
Avatar eMAR - Order Acknowledgement dialog
Dictionary Update (CWS)
Dynamic Form - Site Specific Section Modeling (CWS)
Order Code Setup
Order Entry Console - Final Review dialog
Order Entry Console - Interactions dialog
Order Entry Console - Warning Dialog - Dosage Range
Orders This Episode
POC Results Entry Configuration
Site Specific Section Modeling (CWS)

Scenario 1: eMAR - Administering an order and entering a Result for an order with vitals, editing the vitals and voiding the vitals

Specific Setup:

Avatar CWS 2021 Update 55, Avatar OE 2021 Update 50, Avatar eMAR 2021 Update 20 and myAvatar Client Update 2513-003 are required in order to utilize full functionality.
The Avatar eMAR->General->Settings->->->Use separate 'Infusion Details' tab for IVs on eMAR Administration Event dialog' registry setting must be set to "Y".
The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
The 'POC Results Entry Configuration' form must have an observation defined that has a value selected in the 'Save as Vital Sign' field, a test defined that is associated with an order code and has an additional data element defined on the 'eMAR Results Entry' section of the 'POC Results Entry Configuration' form.
Please log out of the application and log back in after completing the above configuration.
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Access the 'Order Code Setup' form.
Select "Edit Existing Order Code' in the 'Add/Edit Order Code' field.
Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'Existing Order Code' field.
Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field.
Blood Glucose
eMAR Results Entry value
Weight
Click [Submit] and close the form.
Select "Client A" and access the Order Entry Console.
Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "As Needed" from the 'Freq' field.
Set the 'Duration' field to "1" and click [Days].
Validate the 'Days Supply' field contains "1".
Validate the 'Dispense Qty' field contains "1".
Select "Gram" from the 'Dispense Qty Unit' field.
Validate the 'Directions' field contains "Take one (1) tablet by mouth every 8 hours, as needed".
Click [Add to Scratchpad].
Search for and select "CEFTRIAXONE 1 GM/50 ML SOLUTION INTRAVENOUS" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Gram".
Select "AS NEEDED" from the 'Freq' field.
Validate the 'Route' field contains "INTRAVENOUS".
Select "IV Push" from the 'Admin Method' field.
Set the 'Duration' field to "8" and click [Days].
Validate the 'Days Supply' field contains "8".
Set the 'Dispense Qty' field to "8".
Select "Gram" in the 'Dispense Qty Unit' field.
Validate the 'Directions' field contains "Inject one (1) gram intravenously as needed".
Click [Add to Scratchpad] and click [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and click [Sign].
Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "CEFTRIAXONE 1 GM/50 ML INTRAVENOUS SOLUTION".
Access the 'eMAR' widget.
Click the 'Click here to provide override reason' field.
Validate the 'Wristband Override' dialog exists.
Select "Other Reason" from the 'Please provide a reason' field.
Set the 'Other Reason' field to any value.
Click [OK].
Validate an order for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" is displayed with no hours of administration under the current date.
Right click in the 'Order Description' for the "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" order and select "Acknowledge Order".
Validate the 'Order Acknowledgement' dialog is displayed and click [OK].
Right click in the 'Order Description' for the "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" order and select "Client Education".
Validate the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field and click [OK].
Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date.
Right click in the 'Order Description' for the "COUMADIN (WARFARIN SODIUM)" order and select "Acknowledge Order".
Validate the 'Order Acknowledgement' dialog is displayed and click [OK].
Right click in the 'Order Description' for the "COUMADIN (WARFARIN SODIUM)" order and select "Client Education".
Validate the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field and click [OK].
Select a cell under the current date for the "CEFTRIAXONE" order and for the "COUMADIN" order and click [Administer]
Validate the 'Administration Event' dialog is displayed.
Set the 'Med ID' field to any value.
Select a successful administration event in the 'Administration Event' field.
Click [Warning - View].
Override all warnings and click [OK]
Click the 'Infusion Details' tab.
Set the 'Med ID' field to any value.
Select a successful administration event in the 'Administration Event' field.
Click [Warning - View].
Override all warnings and click [OK]
Click the 'Additional Data (Administration)' tab.
Set the 'Blood Glucose (mg/dL)' field to "120".
Set the 'Weight (lbs/kgs)' field to "100" and select "lbs".
Set the 'eMAR Results Entry' field to "75".
Check the 'Accept administration information entered' check box and click [OK].
Validate the first cells under the current date for the "CEFTRIAXONE" and "COUMADIN" orders contain the amount administered and the time administered.
Double click the administered cell under the current date for the "COUMADIN" order.
Set the 'Result' field to "Test".
Click the 'Additional Data (Results)' tab.
Set the 'Blood Glucose (mg/dL)' field to "100".
Set the 'Weight (lbs/kgs)' field to "99" and select "lbs".
Set the 'eMAR Results Entry' field to "65".
Check the 'Accept administration information entered' check box and click [OK].
Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'measured_unit', 'reading', 'reading_entry', 'reading_value', and 'vital_sign'.
Filter the report by selecting "Client A's PATID" in the 'PATID' field
Filter the report a second time by selecting the current date in the 'data_entry_date' field.
Validate that 8 rows of data are displayed.
Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "120" in the 'reading_entry' field, "120 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "100" in the 'reading_entry' field, "100 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.5" in the 'reading_entry' field, "45.5 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "75" in the 'reading_entry' field, "75 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "100" in the 'reading_entry' field, "100 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "99" in the 'reading_entry' field, "99 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.0" in the 'reading_entry' field, "45.0kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "65" in the 'reading_entry' field, "65 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
Right click the administered cell under the current date for the "COUMADIN" order and select "Edit Administration Event".
Verify the 'Administration Event' dialog exists
Click the 'Additional Data (Administration)' tab.
Validate the 'Blood Glucose (mg/dL)' field contains "120" and change the value to "125".
Validate the 'Weight (lbs/kgs)' field contains "100" and change the value to "105".
Validate that "lbs" is selected.
Validate the 'eMAR Results Entry' field contains "75" and change the value to "80".
Click the 'Additional Data (Results)' tab.
Validate the 'Blood Glucose (mg/dL)' field contains "100" and change the value to "105".
Validate the 'Weight (lbs/kgs)' field contains "99" and change the value to "125".
Validate that "lbs" is selected.
Validate the 'eMAR Results Entry' field contains "65" and change the value to "85".
Check the 'Accept administration information entered' check box and click [OK].
Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
Validate that 8 rows of data are displayed.
Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "125" in the 'reading_entry' field, "125 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "105" in the 'reading_entry' field, "105 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "47.7" in the 'reading_entry' field, "47.7 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "80" in the 'reading_entry' field, "80 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "105" in the 'reading_entry' field, "105 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "125" in the 'reading_entry' field, "125 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "56.8" in the 'reading_entry' field, "56.8 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "85" in the 'reading_entry' field, "85 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
Validate that "Client A" is selected and access the 'eMAR' widget.
Right click the administered cell under the current date for the "COUMADIN" order and select "Void Administration Event".
Validate the 'Administration Event' dialog is displayed.
Select "Void Administration Event and Results" and click [Submit Void].
Validate a message is displayed stating: "Are you sure you want to void this Event and Result?" and click [Yes].
Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
Validate that all rows for this administration and result have been removed.

Scenario 2: eMAR - Administering two orders with different values selected in the 'Additional Data Elements To Include In Avatar eMAR (Administration)' field in 'Order Code Setup'.

Specific Setup:

Avatar CWS 2021 Update 55, Avatar OE 2021 Update 50, Avatar eMAR 2021 Update 20 and myAvatar Client Update 2513-003 are required in order to utilize full functionality.
The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
The 'POC Results Entry Configuration' form must have an observation defined that has a value selected in the 'Save as Vital Sign' field, a test defined that is associated with an order code and has an additional data element defined on the 'eMAR Results Entry' section of the 'POC Results Entry Configuration' form.
Please log out of the application and log back in after completing the above configuration.
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Access the 'Order Code Setup' form.
Select "Edit Existing Order Code" in the 'Add/Edit Order Code' field.
Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'Existing Order Code' field.
Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field.
Blood Glucose
eMAR Results Entry value
Weight
Select the following values in the 'Additional Data Elements to Require In Avatar eMAR (Administration)' field.
Blood Glucose
eMAR Results Entry value
Weight
Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Results)' field.
Blood Glucose
eMAR Results Entry value
Weight
Select the following values in the 'Additional Data Elements to Require In Avatar eMAR (Results)' field.
Blood Glucose
eMAR Results Entry value
Weight
Click [Submit] and return to the form.
Search for and select "PRILOSEC 10 MG TABLET ORAL" in the 'Existing Order Code' field.
Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field.
Blood Pressure
Heart Rate
Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Results)' field.
Blood Pressure
Heart Rate
Click [Submit] and close the form.
Select "Client A" and access the Order Entry Console.
Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "As Needed" from the 'Freq' field.
Set the 'Duration' field to "1" and click [Days].
Validate the 'Days Supply' field contains "1".
Validate the 'Dispense Qty' field contains "1".
Select "Gram" from the 'Dispense Qty Unit' field.
Validate the 'Directions' field contains "Take one (1) tablet by mouth every 8 hours, as needed".
Click [Add to Scratchpad].
Search for and select "PRILOSEC 10 MG TABLET ORAL" in the 'New Order' field.
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Select "AS NEEDED" from the 'Freq' field.
Set the 'Duration' field to "11" and click [Days].
Validate the 'Days Supply' field contains "11".
Validate the 'Dispense Qty' field contains "11".
Select "Tablet" from the 'Dispense Qty Unit' field
Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
Click [Add to Scratchpad] and click [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and click [Sign].
Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "PRILOSEC 10 MG TABLET ORAL".
Access the 'eMAR' widget.
Click the 'Click here to provide override reason' field.
Validate the 'Wristband Override' dialog exists.
Select "Other Reason" from the 'Please provide a reason' field.
Set the 'Other Reason' field to any value.
Click [OK].
Validate an order for "PRILOSEC 10 MG TABLET ORAL" is displayed with no hours of administration under the current date.
Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date.
Complete 'Order Acknowledgement' and 'Client Education' for both orders.
Select a cell under the current date for the "PRILOSEC" order and for the "COUMADIN" order and click [Administer].
Validate the 'Administration Event' dialog is displayed.
Set the 1st 'Med ID' field to any value.
Select a successful administration event in the 1st 'Administration Event' field.
Click 1st [Warning - View].
Override all warnings and click [OK].
Set the 2nd 'Med ID' field to any value.
Select a successful administration event in the 2nd 'Administration Event' field.
Click 2nd [Warning - View].
Override all warnings and click [OK].
Click the 'Additional Data (Administration)' tab.
Validate 'Blood Glucose (mg/dL)' field is required and set it to "120".
Validate the 'Blood Pressure (Systolic/Diastolic - mmHG)' field is not required and set it to "125/80".
Validate the 'Position' field is required and select "Standing".
Validate the 'Heart Rate (bpm)' field is not required and set it to "98".
Validate the 'Weight (lbs/kgs)' field is required and set to "100" and select "lbs".
Validate the 'eMAR Results Entry' field is required and set to "75".
Check the 'Accept administration information entered' checkbox and click [OK].
Validate the first cells under the current date for the "PRILOSEC" and "COUMADIN" orders contain the amount administered and the time administered.
Double click the administered cell under the current date for the "PRILOSEC 10 MG TABLET ORAL" order.
Validate the 'Results' dialog is displayed.
Click the 'Additional Data (Results)' tab.
Set the Result field to "Test".
Validate the 'Blood Pressure (Systolic/Diastolic -mmHG)' field is not required and set to "100/ 75".
Validate the 'Position' field is not required and set it to "Standing".
Validate the 'Heart Rate (bpm)' field is not required and set to "100".
Check the 'Accept administration information entered' checkbox and click [Ok].

Topics

• Avatar eMAR

AV-76082 Summary | Details

Avatar eMAR - multiple order administration with 'Administration Date/Time' warnings

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

Avatar eMAR
Orders This Episode

Scenario 1: eMAR - Multiple Medication Administration with 'Administration Date/Time Warnings'.

Specific Setup:

The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
There must be at least 3 override codes configured in the eMAR Tabled Files '(10007) Administration Date/Time Checking Override Code' dictionary. (Override Code A, Override Code B, and Override Code C).
The ‘(10006) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the eMAR Tabled Files ‘(10007) Administration Date/Time Checking Override Code’ dictionary for “Override Code A”.
The ‘(10006) Require Override Text With This Override Code’ extended attribute must not contain a value in the eMAR Tabled Files ‘(10007) Administration Date/Time Checking Override Code’ dictionary for “Override Code B”.
The ‘(10006) Require Override Text With This Override Code’ extended attribute must be set to “No” in the eMAR Tabled Files ‘(10007) Administration Date/Time Checking Override Code’ dictionary for “Override Code C”.
There must be at least 3 override codes configured in the eMAR Tabled Files '(10005) Medication/Quantity Checking Override Code' dictionary. (Override Code D, Override Code E, and Override Code F)
The ‘(10006) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the eMAR Tabled Files ‘(10005) Medication/Quantity Checking Override Code’ dictionary for “Override Code D”.
The ‘(10006) Require Override Text With This Override Code’ extended attribute must not contain a value in the eMAR Tabled Files ‘(10005) Medication/Quantity Checking Override Code’ dictionary for “Override Code E”.
The ‘(10006) Require Override Text With This Override Code’ extended attribute must be set to “No” in the eMAR Tabled Files ‘(10005) Medication/Quantity Checking Override Code’ dictionary for “Override Code F”.
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "LISINOPRIL 30 MG TABLET ORAL" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select a frequency code that has an administration time of "12:00 PM" in the 'Freq' field.
Set the 'Duration' field to "28" and click [Days].
Validate the 'Days Supply' field contains "28".
Validate the 'Dispense Qty' field contains "28".
Select "Tablet" from the 'Dispense Qty Unit' field.
Click [Add to Scratchpad].
Search for and select "AMBIEN 10 MG TABLET ORAL" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "Every Day" in the 'Freq' field.
Click [Custom].
Validate the 'Administration Time' dialog is displayed.
Set the 1st 'Scheduled Administration Times' field to "10:00 PM" and click [Save].
Set the 'Duration' field to "28" and click [Days].
Validate the 'Days Supply' field contains "28".
Validate the 'Dispense Qty' field contains "28".
Select "Tablet" from the 'Dispense Qty Unit' field.
Click [Add to Scratchpad].
Search for and select "DIAZEPAM 5 MG TABLET ORAL" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "Twice a Day" in the 'Freq' field.
Set the 'Duration' field to "28" and click [Days].
Validate the 'Days Supply' field contains "28".
Validate the 'Dispense Qty' field contains "56".
Select "Tablet" from the 'Dispense Qty Unit' field.
Set the 'Start Time' field to "12:00 AM".
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains an order for "LISINOPRIL", "AMBIEN" and "DIAZEPAM".
Select the 'eMAR' widget.
Validate an order for "AMBIEN" is displayed with a "2200" in the first cell under the current date.
Validate an order for "DIAZEPAM" is displayed with a "0900" cell and a "2100" cell under the current date.
Validate an order for "LISINOPRIL" is displayed with a "1200" in the first cell under the current date.
Complete 'Order Acknowledgement' and 'Client Education' for all orders.
Select the "2200" cell for the "AMBIEN" order.
Select the "0900" cell for the "DIAZEPAM" order.
Select the "1200" cell for the "LISINOPRIL" order and click [Administer].
Validate the 'Administration Event' dialog is displayed and contains 3 orders.
Validate the first row contains an 'Order' for "AMBIEN 10 MG TABLET" with a 'Scheduled Date' of the current date and a 'Scheduled Time' of "2200".
Set the 1st 'Med ID' field to any value and press Tab.
Set the 1st 'Qty' field to a different value and press Tab.
Validate the second row contains an 'Order' for "DIAZEPAM 5 MG TABLET" with a 'Scheduled Date' of the current date and a 'Scheduled Time' of "0900".
Set the 2nd 'Med ID' field to any value and press Tab.
Validate the third row contains an 'Order' for "LISINOPRIL 30 MG TABLET" with a 'Scheduled Date' of the current date and a 'Scheduled Time' of "1200".
Validate the 3rd 'Med ID' field does not contain a value.
Select a successful administration event in the 'Default Administration Event' field.
Validate the value selected is displayed in the 'Administration Event' fields for all 3 orders.
Validate the [Warning - View] contains a red flag for all three orders.
Click the 1st [Warning - View].
Validate the 'Medication/Quantity' tab is displayed.
Select "Override Code D" from the 'Override Code' field and validate the 'Override Text' field is not required.
Select "Override Code E" from the 'Override Code' field and validate the 'Override Text' field is not required.
Select "Override Code F" from the 'Override Code' field and validate the 'Override Text' field is required.
Enter any value in the 'Override Text' field.
Select the 'Administration Date/Time' tab.
Select "Override Code A" from the 'Override Code' field and validate the 'Override Text' field is not required.
Select "Override Code B" from the 'Override Code' field and validate the 'Override Text' field is not required.
Select "Override Code C" from the 'Override Code' field and validate the 'Override Text' field is required.
Enter any value in the 'Override Text' field.
Click [OK].
Validate the 1st [Warning - View] contains a green check mark.
Click the 2nd [Warning - View].
Validate the 'Medication/Quantity' tab is displayed.
Select a value in the 'Override Code' field and enter any value in the 'Override Text' field.
Select the 'Administration Date/Time' tab.
Select a value in the 'Override Code' field and enter any value in the 'Override Text' field.
Click [OK].
Validate the 2nd [Warning - View] contains a green check mark.
Click the 3rd [Warning - View].
Validate the 'Medication/Quantity', the 'Administration Date/Time', and the 'Wristband Scan Override' tabs are displayed.
Click [Cancel]
Set the 3rd 'Med ID' field to the "NDC number" for the the "LISINOPRIL" order.
Click the 3rd [Warning - View].
Validate the 'Medication/Quantity' tab is not displayed
Validate the 'Administration Date/Time' tab is displayed.
Select a value in the 'Override Code' field that requires the 'Override Text'.
Validate that [OK] is disabled.
Set the 'Override Text' field to any value.
Validate that [OK] is enabled and click [OK].
Validate the 3rd [Warning - View] contains a green check mark.
Select a different value in the 2nd 'Administration Event' field for the "DIAZEPAM" order.
Validate the 1st [Warning - View] contains a green check mark.
Validate the 3rd [Warning - View] contains a green check mark.
Validate the 2nd [Warning - View] contains a red flag.
Click [Warning - View].
Validate the 'Medication/Quantity' tab is displayed.
Validate the 'Override Code' field contains the value previously selected.
Validate the 'Override Text' field contains the value previously entered.
Select the 'Administration Date/Time' tab.
Validate the 'Override Code' and 'Override Text' fields contain no values.
Select a value in the 'Override Code' field and enter any value in the 'Override Text' field.
Click [OK].
Validate the 2nd [Warning - View] contains a green check mark.
Check the 'Accept administration information entered' checkbox and click [OK].
Validate that the first cells under the current date contain the amount administered and the time administered for all three orders.

Topics

• Avatar eMAR • Order Entry Console

AV-76131 Summary | Details

Avatar eMAR - Specimen Collection

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

eMAR widget
Orders This Episode

Scenario 1: eMAR multiple specimen collections - Lab Orders

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Require client wristband scan in Avatar eMAR' registry setting must be set to "N"
The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "1"
Please log out of the application and log back in after completing the above configuration
A client must have an active episode. (Client A)
Two lab-type order codes must exist (Lab Code A and Lab Code B)

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Lab Code A" from the 'New Order' field.
Set the 'Duration' field to "12" and click [Days] and [Add to Scratchpad].
Search for and select "Lab Code B" from the 'New Order' field.
Set the Duration field to "12" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "Lab Code B" and "Lab Code A".
Access the 'eMAR' widget for the client selected.
Click the Lab Orders tab.
Validate the order for "LAB CODE A" is displayed with "Specimen Collect" in the first cell under the current date.
Validate the order for "LAB CODE B" is displayed with "Specimen Collect" in the first cell under the current date.
Complete 'Order Acknowledgment' and 'Client Education' on both orders.
Select the "Specimen Collect" cell under the current date for "Lab Code A" and "Lab Code B and click [Administer].
Verify the 'Specimen Collection' dialog exists.
Populate the relevant information for each order.
Check the 'Accept administration information entered' checkbox and click [OK].
Validate the first cell under the current date for "Lab Code A" and "Lab Code B" contains the time administered.

Scenario 2: eMAR - Administering an "Imaging" Order

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Require client wristband scan in Avatar eMAR' registry setting must be set to "N"
The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "1"
Please log out of the application and log back in after completing the above configuration
An imaging-type order code must exist (Imaging Order Code A)
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Imaging Order Code A" from the 'New Order' field.
Set the Duration field to "2" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "Imaging Order Code A".
Access the 'eMAR' widget.
Click the 'All Other Order Types' tab.
Validate the order for "Imaging Order Code A" displays without any administration times.
Complete 'Order Acknowledgment' and 'Client Education' for the "Imaging Order Code A" order.
Select a cell under the current date for "Imaging Order Code A" order and click [Administer].
Verify the 'Administration Event' dialog exists.
Select any successful administration event from the 'Administration Event' field.
Check the 'Accept administration information entered' checkbox and click [OK].
Validate the first cell under the current date for "Imaging Order Code A" contains the time administered.

Topics

• eMAR • NX

AV-76134 Summary | Details

Avatar eMAR - Client Wristband scanning

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

eMAR widget
Orders This Episode

Scenario 1: Avatar eMAR - Client Wristband Scan

Specific Setup:

Avatar eMAR 2021 Update 22 and myAvatar Client Update 3201-001 or 2513-003 are required in order to utilize full functionality.
The 'Avatar eMAR->General->Settings->->->Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
The 'My Clients' widget must be added to the 'eMAR' view.
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode. (Client A).
A barcode for "Client A" must exist.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
Set the 'Dose' field to "2".
Select "TABLET" from the 'Dose Unit' field.
Select "As Needed" from the 'Freq' field.
Set the 'Duration' field to "12" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET 2 TABLET, TWICE A DAY".
Click the 'eMAR' tab.
Validate a warning displays next to the refresh button "Scan client wristband to verify client identity or Click here to provide override reason".
Validate an order for "ADVIL 200 MG ORAL TABLET" is displayed with no hours of administration under the current date.
Select any cell under the current date.
Validate a message is displayed stating: "Please scan client wristband to continue" and click [OK].
Click the 'Click here to provide override reason' item.
Verify the 'Wristband Override' dialog is displayed.
Select "Other Reason" from the 'Please provide a reason for not scanning the client wristband' field.
Set the 'Other Reason' field to "Testing" and click [OK].
Verify the text displays "Client wristband scan overridden".
Validate an order for "ADVIL 200 MG ORAL TABLET" is displayed with no hours of administration under the current date.
Change clients via the 'My Clients' widget.
Validate a message displays stating "You are navigating away from this selected client's chart. Medications selected/scanned will be lost. Do you wish to continue?" and click [No].
Click [Administer].
Verify the 'Order Acknowledgement' dialog is displayed and click [OK].
Verify the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field and click [OK].
Verify the 'Administration Event' dialog is displayed.
Set the 'Med ID' cell to the NDC for "ADVIL 200 MG ORAL TABLET".
Select any successful administration event from the 'Administration Event' field.
Click [Warning - View].
Populate all warnings.
Verify the 'Wristband Scan Override' tab is displayed.
Validate the 'Override Code' field is equal to "Other Reason".
Validate the 'Override Text' field is equal to "Testing".
Verify the 'Warning Message' is equal to "Client wristband to verify identity has not been scanned." and click [OK].
Check the 'Accept administration information entered' checkbox and click [OK].
Validate the first cell under the current date contains "2 TABLET" and the time administered for the "ADVIL" order.
Change clients via the 'My Clients' widget.
Select "Client A" from the 'My Clients' widget.
Validate a warning displays "Scan client wristband to verify client identity or Click here to provide override reason".
Scan the barcode associated to "Client A".
Verify the text displays "Client identity verified".
Select a cell under the current date for the "ADVIL" order and click [Administer].
If there is an existing warning click the 'Warning - View' button and validate there is not a warning for override wristband scan. If there are no warnings validate the 'Warning - View' button is disabled.

Topics

• Barcode Scanning • eMAR

AV-76203 Summary | Details

Avatar eMAR - Multiple Administrations

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

eMAR widget
Orders This Episode

Scenario 1: eMAR Multiple Administration After Receiving a Prompt (Dose Too Close or Order Not Yet Verified by Pharmacy)

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Prevent Administration Events For Unverified Pharmacy Orders' registry setting must be set to "4"
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. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Access the 'Frequency Code Setup' form.
Select 'Edit Existing Code' from the 'Add/Edit Frequency Code' field.
Search for and select "AS NEEDED (PRN)" from the 'Existing Frequency Code' field.
Set the 'eMAR Dose Too Close (Days)' field to "5" and click [Submit].
Validate the message displays stating "Frequency Code Setup has completed. Do you wish to return to form?" and click [No].
Select "Client A" and access the Order Entry Console.
Search for and select "Fish Oil 500 MG CAPSULE ORAL" from the 'New Order' field.
Set the 'Dose' field to "2".
Select "Capsule" from the 'Dose Unit' field.
Select "AS NEEDED" from the 'Freq' field.
Set the 'Duration' field to "12" and click [Days].
Click [Add to Scratchpad] and [Sign].
Search for and select "ATIVAN 1 MG TABLET ORAL (Schedule IV)" from the 'New Order' field.
Set the 'Dose' field to "1".
Select "TABLET" from the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Freq' field.
Set the 'Duration' field to "12" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains orders for "ATIVAN 1 MG ORAL TABLET (Schedule IV) 1 TABLET, TWICE A DAY" and "Fish Oil 500 MG ORAL CAPSULE 2 Capsule, AS NEEDED".
Access the 'eMAR' widget.
Validate an order for "ATIVAN 1 MG ORAL TABLET" is displayed with hours of administration under the current date.
Validate an order for "Fish Oil 500 MG ORAL CAPSULE" is displayed with no hours of administration under the current date.
Perform 'Client Education' and 'Order Acknowledgement' for the two orders.
Select a cell under the current date for the "Fish Oil" order.
Verify a message displays stating "Order not yet verified by pharmacy".
Set the 'Warning' field to "test" and click [Yes].
Click [Administer].
Set the 'Med ID' field to the NDC for the "Fish Oil" order (00904-5604-13).
Select any successful administration event from the 'Administration Event' field.
Check the 'Accept administration information entered' checkbox and click [OK].
Select the next available cell under the current date for the "Fish Oil" order.
Verify a message displays stating "Order not yet verified by pharmacy" and "The dose being administered is too close to the previously administered dose. The next dose should be administered after (5 days after the current date at the previous administration time)".
Set the 'Warning' field to "test" and click [Yes].
Select a cell under the current date for the "ATIVAN" order.
Verify a message displays stating "Order not yet verified by pharmacy".
Set the 'Warning' field to "test" and click [Yes].
Click [Administer].
Verify the 'Administration Event' dialog exists.
Set the 1st 'Med ID' field to the NDC for the "Fish Oil" order (00904-5604-13).
Select any successful administration event from the 'Administration Event' field.
Set the 2nd 'Med ID' field to the NDC for the "Ativan" order (00187-0064-10).
Select any successful administration event from the 'Administration Event' field.
If there are any warnings, click [Warning - View] and override all warnings and click [OK].
Check the 'Accept administration information entered' checkbox and click [OK].
Validate a cell for the "Ativan" order displays with "1 Tablet" and the administration time.
Validate two cells under the current date for the "Fish Oil" order will contain 2 Capsule and the administration times.

Topics

• eMAR

AV-76244 Summary | Details

Admission Med Reconciliation - Selecting a different client after performing actions

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 - Switching clients and ensuring the correct orders are displayed for the correct client.

Specific Setup:

The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
Please log out of the application and log back in after completing the above configuration.
Two clients must have active inpatient episodes. (Client A) (Client B)
“Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"Client A" has the following active orders in the 'Order grid' in the Order Entry Console (Orders This Episode section)
"DIAZEPAM 5 MG ORAL Tablet (Schedule IV)1 Tablet, TWICE A DAY"
"AMBIEN 10 MG ORAL TABLET (Schedule IV)1 Tablet, EVERY DAY, 10:00 PM"
"LISINOPRIL 30 MG ORAL TABLET 1 Tablet, DAILY - 12:00 PM"
The following active order in the Order Entry Console (Home Medications section) "Cefaclor 250 MG Capsule Oral Take one (1) capsule by mouth twice a day".
"Client B" has the following active order in the 'Order grid' in the Order Entry Console (Orders This Episode section) "ATIVAN 1 MG ORAL TABLET (Schedule IV)1 Tablet, AS NEEDED".

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Admission Med Reconciliation' tab.
Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "Cefaclor 250 MG ORAL Capsule Take one (1) capsule by mouth twice a day (Refills: 0, Disp. Qty: 20 Capsule)"
Validate the 'Inpatient Medications Scratchpad' contains the following orders:
"AMBIEN 10 MG ORAL TABLET (Schedule IV) 1 Tablet, EVERY DAY, 10:00 PM"
"DIAZEPAM 5 MG ORAL Tablet (Schedule IV) 1 Tablet, TWICE A DAY"
"LISINOPRIL 30 MG ORAL TABLET 1 Tablet, DAILY - 12:00 PM"
Select the order from the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
Validate that the order for "Cefaclor" is displayed in the 'Inpatient Medications Scratchpad' with "ADD" and a red flag in the 'Action' column.
Select the order and set the 'Duration' field to "10" and click [Days].
Validate the 'Days Supply' contains "10".
Validate the 'Dispensed Qty' contains "20".
Select "Capsule" in the 'Dispense Qty Unit' field.
Click [Update Order].
Validate that the red flag in the 'Action' column is not displayed.
Select the "AMBIEN 10 MG ORAL TABLET" order and click [DC].
Validate the 'Action' column for this order contains "DC".
Select "Client B".
Validate that the 'Client Information' widget contains information for "Client B".
Validate the 'Admission Med Reconciliation' tab contains an order for "ATIVAN 1 MG ORAL TABLET (Schedule IV) 1 Tablet, AS NEEDED" in the 'Inpatient Medications Scratchpad'.
Select "Client A".
Validate a message is displayed stating: "New medications may have been added since you switched clients. Do you want to restart reconciliation to ensure all medication orders are up to date or continue with reconciliation in progress?"
Click [No].
Validate the 'Inpatient Medications Scratchpad' contains the following:
"AMBIEN 10 MG ORAL TABLET (Schedule IV) 1 Tablet, EVERY DAY, 10:00 PM" with "DC" in the 'Action' column.
"DIAZEPAM 5 MG ORAL Tablet (Schedule IV) 1 Tablet, TWICE A DAY" with "CONT" in the 'Action' column.
"LISINOPRIL 30 MG ORAL TABLET 1 Tablet, DAILY - 12:00 PM" with "CONT" in the 'Action' column.
"CEFACLOR 250 MG CAPSULE ORAL 1 Capsule Twice a Day" with "ADD" in the 'Action' column.

Topics

• Admission Med Reconciliation

AV-76541 Summary | Details

eMAR - Edit Administration Event - Witness Required

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

Avatar eMAR
eMAR widget
Orders This Episode

Scenario 1: A Follow-Up Reminder is sent (when appropriate) after an Administration Event is edited and changed from Unsuccessful to Successful.

Specific Setup:

The 'Successful Administration' extended attribute off of the '(10000) Administration Event' dictionary under 'eMAR Tabled Files' must be set to "No" for "Refused".
The 'Successful Administration' extended attribute off of the '(10000) Administration Event' dictionary under 'eMAR Tabled Files' must be set to "Yes" for "Nurse Administered".
The 'eMAR Follow-Up Reminders' field must be set to "Yes" for two pharmacy-type order codes. This is done in the 'Order Code Setup' form. (Order Code A) (Order Code B)
The 'Require Result Text on Administration Event Result' field must not contain a value selected for 'Order Code A' on the 'Order Code Setup' form.
The 'Require Result Text on Administration Event Result' field must have "Yes" selected for 'Order Code B' on the 'Order Code Setup' form.
Must have the 'NDC' for "Order Code A" and "Order Code B". This can be found in the 'Order Code Setup' form.
A client must have an existing order for Order Code A and Order Code B. (Client A) (Order A) (Order B)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the 'eMAR' widget.
Validate that "Order A" and "Order B" are displayed with no hours of administration under the current date.
Complete 'Order Acknowledgement' and 'Client Education' for both orders.
Double click the first cell under the current date for "Order A".
Validate that the 'Administration Event' dialog is displayed.
Set the 'Med ID' field to the "NDC" for "Order Code A" and press Tab.
Select "Refused" in the 'Administration Event' field.
Check the 'Accept administration information entered' checkbox and click [OK].
Validate that the first cell under the current date for "Order A" contains "Refused" and the time of the refusal with an asterisks next to the time and a thumbs down icon in the bottom left corner of the cell.
Right click the cell that contains the unsuccessful administration and select "Edit Administration Event".
Validate that the 'Administration Event' dialog is displayed
Select "Nurse Administered" in the 'Administration Event' field and click [Submit Edit].
Validate that the cell under the current date for "Order A" contains the amount administered and the time administered with a notepad and pencil icon.
Validate that a 'Follow-Up' order row was added for "Order A" with "Follow-up" in the first cell under the current date.
Double click a cell under the current date for "Order B".
Validate that the 'Administration Event' dialog is displayed.
Set the 'Med ID' field to the "NDC" for "Order Code B" and press Tab.
Select "Refused" in the 'Administration Event' field.
Check the 'Accept administration information entered' checkbox and click [OK].
Validate that the first cell under the current date for "Order B" contains "Refused" with an asterisks next to it and a thumbs down icon in the bottom left corner of the cell.
Right click the cell that contains the unsuccessful administration for "Order B" and select "Administration After Initial Refusal".
Validate that the 'Administration Event' dialog is displayed.
Select "Nurse Administered" in the 'Administration Event' field and click [Submit Edit].
Validate that the cell under the current date for "Order B" contains the amount administered and the time administered with an up arrow icon.
Validate that a 'Follow-Up' order row was added for "Order B" with "Follow-up" in the first cell under the current date.
Double click the "Follow-up" cell for 'Order A'.
Validate that the 'Administration Record - Results' dialog is displayed.
Validate that the 'Result' field is required and enabled.
Set the 'Result' field to any value.
Validate that the 'Result Observed By' field is required, enabled and contains the username of the user who is logged into the application.
Validate that the 'Result Date' field is required, enabled and contains the current date.
Validate that the 'Result Time' field is required, enabled and contains the time the 'Result' is entered.
Validate that the 'Result - Entered By' field is not required, disabled and contains the username of the person that is entering the 'Result'.
Validate that the 'Result - Entered On' field is not required, disabled and contains the current date and time.
Check the 'Accept administration information entered' checkbox and click [OK].
Validate that there is no longer a "Follow-up" order for "Order A".
Double click the "Follow-up" cell for "Order B".
Validate that the 'Administration Record - Results' dialog is displayed.
Validate that the 'Result' field is required and enabled.
Set the 'Result' field to any value.
Validate that the 'Result Observed By' field is required, enabled and contains the username of the user who is logged into the application.
Validate that the 'Result Date' field is required, enabled and contains the current date.
Validate that the 'Result Time' field is required, enabled and contains the time the 'Result' is entered.
Validate that the 'Result - Entered By' field is not required, disabled and contains the username of the person that is entering the 'Result'.
Validate that the 'Result - Entered On' field is not required, disabled and contains the current date and time.
Check the 'Accept administration information entered' checkbox and click [OK].
Validate that there is no longer a "Follow-up" order for "Order B".

Scenario 2: eMAR - Edit Administration Event - Witness Required

Specific Setup:

Two users must exist in the application. (User A) (User B)
A pharmacy-type order code (Order A) must be configured to require a witness in Avatar eMAR in the 'Order Code Setup' form
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"User A" must be logged into the application.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
Set the 'Dose' field to "2".
Select "Tablet" from the 'Dose Unit' field.
Select "Daily" from the 'Freq' field.
Set the 'Duration' field to "48" and click [Hours].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET2 Tablet, DAILY".
Access the 'eMAR' widget.
Validate an order for "ADVIL 200 MG TABLET ORAL" is displayed with "***WITNESS REQUIRED***" in red font and no hours of administration under the current date.
Perform 'Order Acknowledgement' and 'Client Education' for the "ADVIL" order.
Select a cell under the current date for the "ADVIL" order and click [Administer].
Set the 'Med ID' cell to the NDC of the "ADVIL" order (00573-0151-10).
Validate the 'Qty' cell is equal to "2".
Validate the 'Unit' cell is equal to "Tablet".
Select any successful administration event in the 'Administration Event' field.
Set the 'Witnessed By' field to a username that is not the logged in user "User B" and press Tab.
Set the 'Password' field to the password for the above mentioned user.
Check the 'Accept administration information entered' checkbox and click [OK].
Validate that the first cell under the current date for the "ADVIL" order contains the amount given and the time administered.
Right click on the administered cell for the "ADVIL" order and select "Edit Administration Event".
Set the 'Witnessed By' field to "User B" and press Tab.
Set the 'Password' field to the password for the above mentioned user and click [Submit Edit].
Validate "2 Tablet" and the administration time with an 'Edit' icon displays for the first cell under the current date for the "ADVIL" order.

Topics

• Avatar eMAR • eMAR • Witness

AV-76667 Summary | Details

Avatar eMAR - Administering multiple orders when when 'Incremental Scanning' is not enabled.

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

Administration Record - Administration Event
Avatar eMAR

Scenario 1: eMAR - Scan multiple medication barcodes and do multiple administrations with 'Enable Incremental Scanning' set to "0"

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "0".
The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3".
Please log out and log back in after completing the above configuration.
A client must have an active episode. (Client A)
"Client A" must have the following active orders:
"FISH OIL 1000 MG "CAPSULE, LIQUID FILLED" ORAL 2 Tablet Twice a Day"
"GEODON (ZIPRASIDONE HYDROCHLORIDE) 60 MG CAPSULE ORAL 1 Capsule As Needed"
"VITAMIN B12 1000 MCG TABLET ORAL 1 capsule Daily"
Barcodes must exit for the orders above.

Steps

Select "Client A" and access the 'eMAR' widget.
Validate that an order for "FISH OIL 1000 MG ORAL CAPSULE, LIQUID FILLED" is displayed with no hours of administration under the current date.
Validate that an order for "GEODON (ZIPRASIDONE HYROCHLORIDE) 60 MG ORAL CAPSULE" is displayed with no hours of administration under the current date.
Validate that an order for "VITAMIN B12 1000 MCG ORAL TABLET" is displayed with no hours of administration under the current date.
Check the 'Enable multiple administration selection' checkbox.
Scan the "FISH OIL" barcode and validate that the first cell under the current date is highlighted.
Scan the "GEODON' barcode and validate that the first cell under the current date is highlighted.
Scan the "VITAMIN B12" barcode and validate that the first cell under the current date is highlighted.
Validate that [Administer] contains (3).
Click [Administer].
Validate the 'Administration Event' dialog is displayed.
Validate that an order for "FISH OIL", "GEODON", and "VITAMIN B12" orders are displayed.
Validate that the 'Med ID' for each order is displayed.
Validate that the 'Qty' field contains "1" and the 'Unit' field contains "Capsule" for the "FISH OIL" order.
Validate that the 'Qty' field contains "1" and the 'Unit' field contains "Tablet" for the "GEODON" order.
Validate that the 'Qty' field contains "1" and the 'Unit' field contains "Tablet" for the "VITAMIN B12" order.
Select a successful administration event in the 'Default Administration Event' field.
Check the 'Accept administration
Validate that the first cell under the current date for all orders contains the amount administered and the time administered.

Scenario 2: Incremental Scanning - Administration - external pharmacy mode - No Fill Details - Enable Incremental Scanning/Defaulting Medication Quantity' must be set to "2"

Specific Setup:

The [Create/Update Order Codes] in the 'Order Code Load/Update Utility Via Micromedex Red Book Database' form must be clicked prior to using this functionality in order for optimum use.
The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' must be set to "2" after the Order Code Load.
The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3".
A client must have an active episode where the program or unit is set up in the 'External Pharmacy Setup' form. (Client A)
Client A must have two active orders for "FUROSEMIDE 20 MG TABLET ORAL". One must have "Give: 1 Tablet DAILY" and the other must have "Give: 20 MG DAILY".
Both orders for "FUROSEMIDE 20 MG TABLET ORAL" have had both Order Acknowledgment and Client Education completed. No Fill Details for both orders.
Must have a barcode for FUROSEMIDE 20 MG TABLET ORAL.

Steps

Select "Client A" and access the 'eMAR' widget.
Validate that the 'Administration Date' field contains the current date.
Validate that the 'Enable Multiple Administration Selection' checkbox is disabled and checked.
Validate that the following orders are displayed:
"FUROSEMIDE 20 MG ORAL TABLET - Give: 1 Tablet DAILY" with no hours of administration under the current date.
"FUROSEMIDE 20 MG ORAL TABLET - Give: 20 Milligram DAILY" with no hours of administration under the current date.
Scan the barcode for "FUROSEMIDE 20 MG TABLET ORAL".
Validate that an 'Order Selection' dialog is displayed and contains: The system identified 2 orders that match the selected medication. Please select the order and administration time by double-clicking on the appropriate cell.
Double Click a cell under the current date for the "FUROSEMIDE 20 MG ORAL TABLET Give: 1 Tablet DAILY" order.
Validate that the cell selected contains a yellow highlight and "1 / 1 Tablet" in black font.
Scan the barcode for "FUROSEMIDE 20 MG TABLET ORAL".
Validate that an 'Order Selection' dialog is displayed and contains: The system identified 2 orders that match the selected medication. Please select the order and administration time by double-clicking on the appropriate cell.
Double Click a cell under the current date for the "FUROSEMIDE 20 MG ORAL TABLET Give: 20 Milligram DAILY" order.
Validate that the cell selected contains a yellow highlight and "20 / 20 Milligram" in black font.
Scan the barcode for "FUROSEMIDE 20 MG TABLET ORAL".
Validate that an 'Order Selection' dialog is displayed and contains: The system identified 2 orders that match the selected medication. Please select the order and administration time by double-clicking on the appropriate cell.
Double Click the cell under the current date with "20 / 20 Milligram"and the yellow highlight for the "FUROSEMIDE 20 MG ORAL TABLET Give: 20 Milligram DAILY" order.
Validate that an 'Error' message is displayed that contains: Total dose scanned exceeds ordered dose for FUROSEMIDE 20 MG TABLET (Order #: 3586). Do you wish to continue with the selection?
Click [Cancel]
Validate that the cell under the current date for the "FUROSEMIDE 20 MG ORAL TABLET Give: 1 Tablet DAILY" order contains a yellow highlight and "1 / 1 Tablet" in black font.
Validate that the cell under the current date for the "FUROSEMIDE 20 MG ORAL TABLET Give: 20 Milligram DAILY" order contains a yellow highlight and "20 / 20 Milligram" in black font.
Click [Administer].
Validate that the 'Administration Event' dialog is displayed.
Validate that there are two rows.
Validate the 'Order' cell for both rows contain "FUROSEMIDE 20 MG TABLET".
Validate the 'Scheduled Date' cell for both rows contain the current date.
Validate the 'Scheduled Time' cell for both rows contain "N/A" because the orders had no scheduled administration times.
Validate the 'Med ID' cell for both rows contain "55154-5539-00".
Validate the 'Qty' cell for the first row contains "1".
Validate the 'Unit' cell for the first row contains "TABLET".
Validate the 'Qty' cell for the second row contains "20".
Validate the 'Unit' cell for the second row contains "MILLIGRAM"
Select "Nurse Administered" in the 'Default Administration Event' field.
Check the 'Accept administration information entered' checkbox and click [Ok].
Validate that the cell for the "FUROSEMIDE 20 MG ORAL TABLET Give: 1 Tablet DAILY" order contains 1 TABLET and the time administered.
Validate that the cell for the "FUROSEMIDE 20 MG ORAL TABLET Give: 20 Milligram DAILY" order contains 20 MILLIGRAM and the time administered.

Scenario 3: eMAR - Scan multiple medication barcodes and do multiple administrations with 'Enable Incremental Scanning' set to no value

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "0".
Please log out and log back in after completing the above configuration.
A client must have an active episode. (Client A)
"Client A" must have the following active orders:
"FISH OIL 1000 MG CAPSULE, LIQUID FILLED ORAL 1 Capsule Daily"
"GEODON (ZIPRASIDONE HYDROCHLORIDE) 60 MG CAPSULE ORAL 1 Capsule As Needed"
"VITAMIN B12 1000 MCG TABLET ORAL 1 Tablet Daily"
Barcodes must exit for the orders above.

Steps

Select "Client A" and access the 'eMAR' widget.
Validate that an order for "FISH OIL 1000 MG ORAL CAPSULE, LIQUID FILLED 1 Capsule Daily" is displayed with no hours of administration under the current date.
Validate that an order for "GEODON (ZIPRASIDONE HYROCHLORIDE) 60 MG ORAL CAPSULE 1 Capsule As Needed" is displayed with no hours of administration under the current date.
Validate that an order for "VITAMIN B12 1000 MCG ORAL TABLET 1 Tablet Daily" is displayed with no hours of administration under the current date.
Check the 'Enable multiple administration selection' checkbox.
Scan the "FISH OIL" barcode and validate that the first cell under the current date is highlighted.
Scan the "GEODON' barcode and validate that the first cell under the current date is highlighted.
Scan the "VITAMIN B12" barcode and validate that the first cell under the current date is highlighted.
Validate that [Administer] contains (3).
Click [Administer].
Validate the 'Administration Event' dialog is displayed.
Validate that an order for "FISH OIL", "GEODON", and "VITAMIN B12" orders are displayed.
Validate that the 'Med ID' for each order is displayed.
Validate that the 'Qty' field contains "1" and the 'Unit' field contains "Capsule" for the "FISH OIL" order.
Validate that the 'Qty' field contains "1" and the 'Unit' field contains "Capsule" for the "GEODON" order.
Validate that the 'Qty' field contains "1" and the 'Unit' field contains "Tablet" for the "VITAMIN B12" order.
Select a successful administration event in the 'Default Administration Event' field.
Check the 'Accept administration
Validate that the first cell under the current date for all orders contains the amount administered and the time administered.

Topics

• Avatar eMAR • eMAR

AV-76749 Summary | Details

Avatar eMAR - Administering a single order when 'Incremental Scanning' is not enabled.

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

Avatar eMAR

Scenario 1: eMAR - Scan barcode to populate Med ID field with 'Enable Incremental Scanning' set to "0".

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "0".
The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3".
Please log out and log back in after completing the above configuration.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"Client A" has an active order for "ADDERALL 10 MG TABLET ORAL 1 Tablet AS NEEDED".
A barcode must exist for "ADDERALL 10 MG TABLET ORAL".

Steps

Select "Client A" and access the 'eMAR' widget.
Validate an order for "Adderall 10 MG ORAL TABLET" with no hours of administration under the current date.
Complete the 'Order Acknowledgement' and 'Client Education' for the "Adderall" order.
Ensure the 'Enable multiple administration selection' checkbox is not checked.
Scan the barcode for "Adderall 10 MG ORAL TABLET".
Validate the 'Administration Event' dialog is displayed.
Validate the 'Order' field contains "Adderall 10 MG Tablet".
Validate the 'Med ID' field contains the "NDC" for the barcode scanned.
Validate the 'Qty' field contains "1".
Validate the 'Unit' field contains "Tablet".
Click [Cancel].
Check the 'Enable multiple administration selection' checkbox .
Scan the barcode for "Adderall 10 MG ORAL TABLET".
Validate the first cell under the current date is highlighted for the "Adderall" order.
Validate that [Administer] contains "(1)".
Click [Administer].
Validate the 'Administration Event' dialog is displayed.
Validate the 'Order' field contains "Adderall 10 MG Tablet".
Validate the 'Med ID' field contains the "NDC" for the barcode scanned.
Validate the 'Qty' field contains "1".
Validate the 'Unit' field contains "Tablet".
Select any successful administration in the 'Administration Event' field.
Check the 'Accept administration information entered' checkbox and click [OK].
Validate the first cell under the current date contains the amount administered and the time administered for the "Adderall" order.

Scenario 2: eMAR - Scan barcode to populate Med ID field with 'Enable Incremental Scanning' set to no value.

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "0".
The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3".
Please log out and log back in after completing the above configuration.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"Client A" has an active order for "ADDERALL 10 MG TABLET ORAL 1 Tablet AS NEEDED".
A barcode must exist for "ADDERALL 10 MG TABLET ORAL".

Steps

Select "Client A" and access the 'eMAR' widget.
Validate an order for "Adderall 10 MG ORAL TABLET" with no hours of administration under the current date.
Complete the 'Order Acknowledgement' and 'Client Education' for the "Adderall" order.
Ensure the 'Enable multiple administration selection' checkbox is not checked.
Scan the barcode for "Adderall 10 MG ORAL TABLET".
Validate the 'Administration Event' dialog is displayed.
Validate the 'Order' field contains "Adderall 10 MG Tablet".
Validate the 'Med ID' field contains the "NDC" for the barcode scanned.
Validate the 'Qty' field contains "1".
Validate the 'Unit' field contains "Tablet".
Click [Cancel].
Check the 'Enable multiple administration selection' checkbox.
Scan the barcode for "Adderall 10 MG ORAL TABLET".
Validate the first cell under the current date is highlighted for the "Adderall" order.
Validate that [Administer] contains "(1)".
Click [Administer].
Validate the 'Administration Event' dialog is displayed.
Validate the 'Order' field contains "Adderall 10 MG Tablet".
Validate the 'Med ID' field contains the "NDC" for the barcode scanned.
Validate the 'Qty' field contains "1".
Validate the 'Unit' field contains "Tablet".
Select any successful administration in the 'Administration Event' field.
Check the 'Accept administration information entered' checkbox and click [OK].
Validate the first cell under the current date contains the amount administered and the time administered for the "Adderall" order.

Topics

• Avatar eMAR • Barcode Scanning • eMAR

AV-77154 Summary | Details

eMAR - editing an administration event

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

Avatar eMAR
Avatar eMAR - Client Education dialog
Avatar eMAR - Order Acknowledgement dialog
Dictionary Update (CWS)
Dynamic Form - Site Specific Section Modeling (CWS)
Order Code Setup
Order Entry Console - Final Review dialog
Order Entry Console - Interactions dialog
Order Entry Console - Warning Dialog - Dosage Range
Orders This Episode
POC Results Entry Configuration
Site Specific Section Modeling (CWS)

Scenario 1: eMAR - Administering an order and entering a Result for an order with vitals, editing the vitals and voiding the vitals

Specific Setup:

Avatar CWS 2021 Update 55, Avatar OE 2021 Update 50, Avatar eMAR 2021 Update 20 and myAvatar Client Update 2513-003 are required in order to utilize full functionality.
The Avatar eMAR->General->Settings->->->Use separate 'Infusion Details' tab for IVs on eMAR Administration Event dialog' registry setting must be set to "Y".
The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
The 'POC Results Entry Configuration' form must have an observation defined that has a value selected in the 'Save as Vital Sign' field, a test defined that is associated with an order code and has an additional data element defined on the 'eMAR Results Entry' section of the 'POC Results Entry Configuration' form.
Please log out of the application and log back in after completing the above configuration.
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Access the 'Order Code Setup' form.
Select "Edit Existing Order Code' in the 'Add/Edit Order Code' field.
Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'Existing Order Code' field.
Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field.
Blood Glucose
eMAR Results Entry value
Weight
Click [Submit] and close the form.
Select "Client A" and access the Order Entry Console.
Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "As Needed" from the 'Freq' field.
Set the 'Duration' field to "1" and click [Days].
Validate the 'Days Supply' field contains "1".
Validate the 'Dispense Qty' field contains "1".
Select "Gram" from the 'Dispense Qty Unit' field.
Validate the 'Directions' field contains "Take one (1) tablet by mouth every 8 hours, as needed".
Click [Add to Scratchpad].
Search for and select "CEFTRIAXONE 1 GM/50 ML SOLUTION INTRAVENOUS" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Gram".
Select "AS NEEDED" from the 'Freq' field.
Validate the 'Route' field contains "INTRAVENOUS".
Select "IV Push" from the 'Admin Method' field.
Set the 'Duration' field to "8" and click [Days].
Validate the 'Days Supply' field contains "8".
Set the 'Dispense Qty' field to "8".
Select "Gram" in the 'Dispense Qty Unit' field.
Validate the 'Directions' field contains "Inject one (1) gram intravenously as needed".
Click [Add to Scratchpad] and click [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and click [Sign].
Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "CEFTRIAXONE 1 GM/50 ML INTRAVENOUS SOLUTION".
Access the 'eMAR' widget.
Click the 'Click here to provide override reason' field.
Validate the 'Wristband Override' dialog exists.
Select "Other Reason" from the 'Please provide a reason' field.
Set the 'Other Reason' field to any value.
Click [OK].
Validate an order for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" is displayed with no hours of administration under the current date.
Right click in the 'Order Description' for the "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" order and select "Acknowledge Order".
Validate the 'Order Acknowledgement' dialog is displayed and click [OK].
Right click in the 'Order Description' for the "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" order and select "Client Education".
Validate the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field and click [OK].
Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date.
Right click in the 'Order Description' for the "COUMADIN (WARFARIN SODIUM)" order and select "Acknowledge Order".
Validate the 'Order Acknowledgement' dialog is displayed and click [OK].
Right click in the 'Order Description' for the "COUMADIN (WARFARIN SODIUM)" order and select "Client Education".
Validate the 'Client Education' dialog is displayed.
Select "Yes" in the 'Education Performed' field and click [OK].
Select a cell under the current date for the "CEFTRIAXONE" order and for the "COUMADIN" order and click [Administer]
Validate the 'Administration Event' dialog is displayed.
Set the 'Med ID' field to any value.
Select a successful administration event in the 'Administration Event' field.
Click [Warning - View].
Override all warnings and click [OK]
Click the 'Infusion Details' tab.
Set the 'Med ID' field to any value.
Select a successful administration event in the 'Administration Event' field.
Click [Warning - View].
Override all warnings and click [OK]
Click the 'Additional Data (Administration)' tab.
Set the 'Blood Glucose (mg/dL)' field to "120".
Set the 'Weight (lbs/kgs)' field to "100" and select "lbs".
Set the 'eMAR Results Entry' field to "75".
Check the 'Accept administration information entered' check box and click [OK].
Validate the first cells under the current date for the "CEFTRIAXONE" and "COUMADIN" orders contain the amount administered and the time administered.
Double click the administered cell under the current date for the "COUMADIN" order.
Set the 'Result' field to "Test".
Click the 'Additional Data (Results)' tab.
Set the 'Blood Glucose (mg/dL)' field to "100".
Set the 'Weight (lbs/kgs)' field to "99" and select "lbs".
Set the 'eMAR Results Entry' field to "65".
Check the 'Accept administration information entered' check box and click [OK].
Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'measured_unit', 'reading', 'reading_entry', 'reading_value', and 'vital_sign'.
Filter the report by selecting "Client A's PATID" in the 'PATID' field
Filter the report a second time by selecting the current date in the 'data_entry_date' field.
Validate that 8 rows of data are displayed.
Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "120" in the 'reading_entry' field, "120 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "100" in the 'reading_entry' field, "100 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.5" in the 'reading_entry' field, "45.5 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "75" in the 'reading_entry' field, "75 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "100" in the 'reading_entry' field, "100 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "99" in the 'reading_entry' field, "99 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.0" in the 'reading_entry' field, "45.0kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "65" in the 'reading_entry' field, "65 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
Right click the administered cell under the current date for the "COUMADIN" order and select "Edit Administration Event".
Verify the 'Administration Event' dialog exists
Click the 'Additional Data (Administration)' tab.
Validate the 'Blood Glucose (mg/dL)' field contains "120" and change the value to "125".
Validate the 'Weight (lbs/kgs)' field contains "100" and change the value to "105".
Validate that "lbs" is selected.
Validate the 'eMAR Results Entry' field contains "75" and change the value to "80".
Click the 'Additional Data (Results)' tab.
Validate the 'Blood Glucose (mg/dL)' field contains "100" and change the value to "105".
Validate the 'Weight (lbs/kgs)' field contains "99" and change the value to "125".
Validate that "lbs" is selected.
Validate the 'eMAR Results Entry' field contains "65" and change the value to "85".
Check the 'Accept administration information entered' check box and click [OK].
Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
Validate that 8 rows of data are displayed.
Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "125" in the 'reading_entry' field, "125 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "105" in the 'reading_entry' field, "105 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "47.7" in the 'reading_entry' field, "47.7 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "80" in the 'reading_entry' field, "80 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "105" in the 'reading_entry' field, "105 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "125" in the 'reading_entry' field, "125 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field.
Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "56.8" in the 'reading_entry' field, "56.8 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field.
Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "85" in the 'reading_entry' field, "85 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field.
Validate that "Client A" is selected and access the 'eMAR' widget.
Right click the administered cell under the current date for the "COUMADIN" order and select "Void Administration Event".
Validate the 'Administration Event' dialog is displayed.
Select "Void Administration Event and Results" and click [Submit Void].
Validate a message is displayed stating: "Are you sure you want to void this Event and Result?" and click [Yes].
Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
Validate that all rows for this administration and result have been removed.

Topics

• Avatar eMAR

AV-49592 Summary \| Details Order Entry Console (Orders This Episode section) - Modifying Imaging-type and Not applicable-type orders. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: OE NX - Orders This Episode - Creating a new order, printing, copying and modifying an order with an 'Order Type Category' of "Imaging". Specific Setup: An imaging-type order code must exist. (Cat Scan) A client must have an active episode. (Client A) Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select “Client A” and access the Order Entry Console. Search for and select "Cat Scan" in the 'New Order' field. Set the 'Duration' field to "1" and click [Days]. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the "Cat Scan" order is displayed in the 'Order grid'. Select the order and click [Print]. Validate that the 'Order Detail Report' is displayed and contains all information pertaining to the order. Close the report. Select the order for "Cat Scan" from the 'Order grid' and click [Copy]. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [Yes]. Validate the 'Duration' field contains "1" and [Days] is selected. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Set the 'Notes' field to any value and click [Save Override and Exit]. Validate that two "Cat Scan" orders are displayed in the 'Order grid'. Select the first order in the 'Order grid' and click [Modify]. Validate the 'Duration' field contains "1" and [Days] is selected. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Set the 'Notes' field to any value and click [Save Override and Exit]. Validate that the new order for "Cat Scan" is displayed. Scenario 2: OE NX - Orders This Episode - Creating a new order, copying and modifying an order with an 'Order Type Category' of "Not Applicable". Specific Setup: An order code with an 'Order Type Category' of "Not Applicable" must exist. (Family Therapy) A client must have an active episode. (Client A) Client A must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select “Client A” and access the Order Entry Console. Set the 'New Order' field to "Family Therapy". Set the 'Duration' field to "10" and click [Days]. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Select the order for "Family Therapy" from the 'Order grid' and click [Copy]. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end?" and click [Yes]. Validate the 'Duration' field contains "10" and [Days] is selected. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains two orders for "Family Therapy". Select the first order for "Family Therapy" and click [Modify]. Validate the 'Duration' field contains "10" and [Days] is selected. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains the new order for "Family Therapy".	Topics • NX • Order Entry Console
AV-53047 Summary \| Details Avatar OE - Custom Administration dialog Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: OE NX - Create new order and change custom administration time to invalid value Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "ALEVE ARTHRITIS (NAPROXEN SODIUM) 220 MG TABLET ORAL" from the 'New Order' field. Set the Dose field to "2". Select "TABLET" from the 'Dose Unit' field. Select "3 TIMES A DAY" from the 'Freq' field and click [custom]. Verify the 'Custom Administration' dialog is displayed. Set the 4th 'Scheduled Administration Time' field to "5" and press Tab" Validate a message displays stating "Invalid time format. Enter as either HH:MM AM, HH:MM PM or HHMM military time. (Midnight is 0000 hours.)" and click [OK] and [Save]. Set the 'Duration' field to "12" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "ALEVE ARTHRITIS (NAPROXEN SODIUM) 220 MG ORAL TABLET2 TABLET, 3 TIMES A DAY".	Topics • Order Entry Console
AV-56642 Summary \| Details "Send To Do Notification" form - My To Do's widget and 'Review To Do Item Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Send To Do Notification Escalate To Do Item Review To Do Item Scenario 1: "Send To Do Notification" form - Functionality (Send & Review To Do sent to a "User") Specific Setup: Have a client enrolled in an open episode [ClientA] Have two users. [UserA] and [UserB] [UserA] has access to the "Send To Do Notification" form In form "Dictionary Update", have data element "(20041) To Do Category" in the file "User" populated with one or more dictionary values Both users have the "My To Do's" widget on their home view Both users are logged in Steps As [UserA], open form "Send To Do Notification" Populate the "Client" field. [ClientA] Select a 'To Do' priority level in the "Priority" field. Choices will be: "None, Low, Medium, High or Emergency". (Note: Medium, High or Emergency priorities are considered as criticality "High" and will display a color coded triangular icon in the "Priority" column for that 'To Do') Click the "To Do Category" field drop down list Validate the categories added are displayed on the list Select a category from the list Populate the "Due Date" field Populate the "To Do Message" text field Populate the "Detailed Message" text field Select [UserB] in the "Select User" field Click [Add User] button Validate [UserB] is populated in the "Send To" box Click the check box next to the users name Select the "Yes" radio button in the "Notify Sender When 'To Do' Item is Reviewed" field Click the [File To Do] button. [Make a note of date and time] Navigate to the "My To Do's" widget Click the "Sent & Not Reviewed" tab Validate the there's a new row displayed with "Client" column populated with name of [ClientA] and select the row If applicable, hover over the triangular icon in the "Priority" column. (Note: Medium, High or Emergency display the icon) Validate if "Priority" was sent as "Medium", the icon is 'Yellow' and the hover over text displays the "To Do Message" sent along with the text "Criticality is High" below it Validate if "Priority" was sent as High" the icon is 'Orange' and the hover over text displays the "To Do Message" sent along with the text "Criticality is High" below it Validate if "Priority" was sent as "Emergency", the icon is 'Red' and the hover over text displays the "To Do Message" sent along with the text "Criticality is High" below it Validate the "Form" column displays "Send To Do Notification" Validate the "Sent" column indicates the date the 'To Do' was generated based on the date noted in step 13 Validate the "Due Date" column indicates the date populated in step 5 Validate if the due date is the current date or prior, the field is highlighted in 'Pink' Validate the "To" field indicates [UserB] as the user sent the 'To Do' Validate the "Comments" field displays the "To Do Message" text entered in step 6 Validate the "Category" column is populated as expected Validate the "Escalate" column contains a link that says "Escalate To Do Item" As [UserB], click the 'refresh' button on the "My To Do's" widget Click the "New" tab Validate there is a new 'To Do' and the "Client" column is populated with the name of [ClientA] and select the row Validate the "Form" column displays "Send To Do Notification" Validate the "Sent" column indicates the date the 'To Do' was generated based on the date noted in step 13 Validate the "Due Date" column indicates the date populated in step 5. Validate if the due date is the current date or prior, the field is highlighted in 'Pink' Validate the "From" column indicates [UserA] as the user who sent the 'To Do' Validate the "To" field indicates [UserB] as the user sent the 'To Do' Validate the "Comments" field displays message entered in step 6 Validate the "Category" column is populated as expected Validate the "Priority" column is populated, if applicable Repeat step 17 to check the hover over text displayed Validate the "Action" contains a "Review To Do Item" link Click the "Review To Do Item" link to launch the "Review To Do Item" form In the "To Do Information" text box validate: The "Date Sent" and "Time Sent" values are accurate based on the time and date noted in step 13 The "Sent By" field is populated with [UserA] The "Option" field contains "Send To Do Notification" Includes the "To Do Message" and "Detailed "Message" text, populated in step 6 and step 7 Populate the "Notes To Sender" text box with a message to send to the sender [UserA] Click the "Reviewed" check box Click [Submit] (Note the date and time) Validate the 'To Do' is removed from the widget As [UserA], validate a system message popup "There are one or more message in your Workflow Management 'To Do' List" is displayed Click [OK] Click the 'refresh' button on the 'To Do' list Click the [New Tab] Validate there is a new 'To Do' and the "Client" column is populated with the name of [ClientA] and select the row Validate the "From" column populated with [UserB] Validate the "Comments" column indicates the "Notes to Sender" message added in step 39 Validate the "Form" column indicates "Review To Do Item" Validate the "Category" column is populated as expected In the "Action" column, click [Review To Do Item] to launch the "Review To Do Item" form In the "To Do Information" text box validate: The "Date Sent" and "Time Sent" values are accurate based on the time and date noted in step 42 The "Sent By" field is populated with [UserB] The "Option" field contains "Review To Do item" Below the "Option" field, validate the "Notes to Sender" message added in step 40 is displayed Click the "Reviewed" check box Click [Submit] Validate the 'To Do' for [ClientA] is removed from the "New" tab in the "My To Do's" widget Click the "Sent & Not Reviewed" tab in the "My To Do's" widget Validate the 'To Do' for [ClientA] has been removed Scenario 2: Send To Do Notification - (Escalate To Do Item) Functionality Specific Setup: Have three users. [UserA], [UserB] and [UserC] [UserA] has sent a 'To Do' for [ClientA] via form "Send To Do Notification" form to user [UserB]. [UserA] and [UserC] are logged in. Both users have the "My To Do's" widget on their home view Steps As [UserA], click the "Sent & Not Received" tab in the "My To Do's" widget Validate the there is a 'To Do' row sent by [UserB] for [ClientA] in the To Do list Click the "Escalate To Do Item" link in the "Escalate" column for that row Validate the "Escalate To Do Item" form is displayed and the "To Do Information" text box indicates; The date and time that [UserA] initiated the 'To Do' Sent By: UserA Option: 'Send To Do Notification' Messages sent to [UserB], if applicable In the "Select User" search field, search for [UserC] Click [Add User] In the "Sent To" field, click the check box for [UserC] In the "Note", enter a message for [UserC]. For example, "Escalating this 'To Do' I had sent to [UserB], please review it" Click [Submit] At the "To Do Sent" message, click [OK] (Note the date and time) Click the "Sent & Not Received" tab Validate a new row is present displaying the 'To Do' just sent to [UserC] for the escalation As [UserC], click the 'refresh' button on the "My To Do's" widget Click the "New" tab in the widget Validate there is a 'To Do' displayed with "From" column populated with [UserA] Validate the "Comments" column is populated with the message sent in step 4 Click [Review To Do Item] in the "Action" column Validate the "Review To do Item" form is displayed and the "To Do Information" text box contains; The date and time that [UserA] initiated the 'To Do' to [UserC], noted in step 4 Sent By: UserA Option: 'Escalate To Do Item' The message sent in step 4 The date and time that [UserA] initiated the original 'To Do' to [UserB] Click the "Completed" check box Click [Submit] Validate the 'To Do' is removed from the 'To Do's' list As [UserA], click the 'refresh' button on the "My To Do's" widget Validate the escalated 'To Do' is removed from the "Sent & Not Received" tab of the "my To Do's" widget Scenario 3: "Send To Do Notification" form - Functionality (Send & Review To Do's sent to a "Team") Specific Setup: Have a client enrolled in an open episode [ClientA] Have three users. [UserA], [UserB] and [UserC] Have [UserB] and [UserC] set up in a team [TeamA] using "Team Definition" In form "Dictionary Update", have data element "(20041) To Do Category" in the file "User" populated with one or more dictionary values [UserA] has access to the "Send To Do Notification" form All users have the "My To Do's" widget on their home view All users are logged in Steps As [UserA], open the "Send To Do Notification" form Populate [ClientA] in the "Client" field Select a 'To Do' priority level in the "Priority" field. (Note: Medium, High or Emergency priorities are considered as criticality "High", and will display a color coded triangular icon in the "Priority" column for that 'To Do') Select a category in the "To Do Category" field Populate the "Due Date" field Populate the "To Do Message" text field Populate the "Detailed Message" text field In the "Select Team" field, select [TeamA] Validate [TeamA] is populated in the "Send To" box Click the check box next to [TeamA] Select the "Yes" radio button in the "Notify Sender When To Do Item is Reviewed" field Click the [File To Do] button. [Make a note of date and time] Click [OK] in the "To Do Sent" dialog Click the "Sent & Not Reviewed" tab in the "My To Do's" widget Validate the there are two new rows displayed with "Client" column populated with name of [ClientA], one sent to [UserB] and one for [UserC] As [UserB], click the 'refresh' button on the "My To do's" widget Click the "New" tab Validate there is a new 'To Do' and the "Client" column is populated with the name of [ClientA] and select the row Validate the "Form" column displays "Send To Do Notification" Validate the "Sent" column indicates the date the 'To D' was generated based on the date noted in step 12 Validate the "Due Date" column indicates the date populated in step 5. Validate if the due date is the current date or prior, the field is highlighted in 'Pink' Validate the "From" column indicates [UserA] as the user who sent the 'To Do' Validate the "To" field indicates [UserB] as the user sent the 'To Do' Validate the "Comments" field displays the "To Do Message" text entered in step 6 If applicable, hover over the triangular icon in the "Priority" column. (Note: Medium, High or Emergency display the icon) Validate if "Priority" was sent as "Medium", the icon is 'Yellow' and the hover over text displays the "To Do Message" sent along with the text "Criticality is High" below it Validate if "Priority" was sent as High" the icon is 'Orange' and the hover over text displays the "To Do Message" sent along with the text "Criticality is High" below it Validate if "Priority" was sent as "Emergency", the icon is 'Red' and the hover over text displays the "To Do Message" sent along with the text "Criticality is High" below it Validate the "Action" contains a "Review To Do Item" link Click the "Review To Do Item" link In the "To Do Information" text box validate: The "Date Sent" and "Time Sent" values are accurate based on the time and date noted in step 12 The "Sent By" field is populated with [UserA] The "Option" field contains "Send To Do Notification" Includes the "To Do Message" and the "Detailed Message" text, populated in step 6 and step 7 Populate the "Notes To Sender" text box with a message to send to the sender [UserA] Click the "Reviewed" check box Click [Submit] (Note the date and time) Validate the 'To Do' is removed from the widget As [UserC], click the 'refresh' button on the "My To Do's" widget Click the "New" tab Repeat steps 18 thru 32 Validate results are as expected for [UserC] As [UserA], validate a system message popup "There are one or more messages in your Workflow Management To Do List" is displayed Click [OK] Click the 'refresh' button on the to do list Click the [New Tab] Validate there are two new 'To Do's' and the "Client" column is populated with the name of [ClientA], one for [UserB] and [UserC] In the "Action" column, click the [Review To Do Item] for [UserB] In the "To Do Information" text box validate: The "Date Sent" and "Time Sent" values are accurate based on the time and date noted in step 31 The "Sent By" field is populated with [UserB] The "Option" field contains "Review To Do item" Below the "Option" field, validate the "Notes to Sender" message added in step 29 is displayed Click the "Reviewed" check box Click [Submit] Validate the 'To Do' from [UserB] is removed from the "New" tab in the "My To do's" widget Repeat 42 thru 46 for the 'To Do' received from [UserC] Validate results are as expected for [UserC] As [UserA], click the "Sent & Not Reviewed" tab in the "My To Do's" widget Validate the 'To Do's' sent to [UserB] and [UserC] for [ClientA], have been removed	Topics • My To Do's
AV-59213 Summary \| Details 'Enable Automatic Backup' registry setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Validate 'Treatment Plan' and 'Problem List' forms Specific Setup: The 'Avatar CWS->Treatment Plan ->->->->Enable Automatic Backup' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. The system must be configured with multiple staff members. (Staff A) (Staff B) and (Staff C).= A Client must exist in an active episode (Client A) Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ to the current date. Set the ‘Plan Name’ to any value. Select any value from the ‘Plan Type’ field. Select “Draft” from the ‘Treatment Plan Status’ field and click [New Row] Set the 1^st cell in the 'Problems' grid to any value and click [New Row]. Set the 2^nd cell in the 'Problems' grid to any value. Select the ‘Include in the Plan’ checkbox for the 1^st cell in the ‘Problems grid’. Set the 1^st ‘Role’ cell in the 'Plan Participants' grid to “Staff” Set the 1^st ‘Staff ID’ cell in the ‘'Plan Participants' grid to “1”. Set the 2^nd ‘Role’ cell in the 'Plan Participants' grid to “Staff”. Set the 2^nd ‘Staff ID’ cell in the ‘'Plan Participants' grid to “4” and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Set the ‘Date of Onset’ field to the current date. Set the ‘Problem’ field to any value. Select “Active” in the ‘Status(Problem List)’ field. Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Add New Problem]. Set the ‘Problem’ field to any value and click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Click [Add]. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from the current date at the current time. Would you like to load it instead of creating a new one?” and click [Yes]. Validate the 1^st cell in the 'Problems' grid has the ‘Include in This Plan’ checkbox selected. Validate the 2^nd cell in the 'Problems' grid has the ‘Include in This Plan’ checkbox not selected. Validate the 3^rd cell in the 'Problems' grid has the ‘Include in This Plan’ checkbox selected. Validate the 1^st row in the 'Plan Participants' grid contains “Staff ID 1”. Validate the 2^nd row in the 'Plan Participants' grid contains “Staff ID 4” and click [New Row]. Set the 3^rd ‘Role’ cell in the 'Plan Participants' grid to “Staff”. Set the 3^rd ‘Staff ID’ cell in the ‘Plan Participants grid’ to “2” and click [Launch Plan]. Click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Click [Add]. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from the current date at the current time. Would you like to load it instead of creating a new one?” and click [Yes]. Validate the 3^rd Row in the 'Plan Participants' grid contains “Staff ID 2” and click [Launch Plan]. Validate the two problems added to the plan from the ‘Problems grid’ and the ‘Tree view’ problem are displayed. Click [Back to Plan Page] and [Submit]. Select “Client A” and access the ‘Problem List’ form. Click [View/Enter Problems]. Validate the problems added in the previous steps are added with a status of “Active” and click [Save]. Validate the ‘Exit Grid’ dialog is displayed and click [Yes]. Click [Submit]. Access ‘Crystal Reports’ and create a report for the ‘SYSTEM.tx_plan’ table. Validate the report contains a data row for the treatment plan filed for “Client A”. Close the report. Create another report for the ‘SYSTEM.cw_problem list’ table. Validate the report contains data rows for the problems filed for “Client A”. Close the report. Scenario 2: Treatment Plan - add a problem, goal, objective, and intervention Specific Setup: The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y". A client must be enrolled in an existing episode (Client A). Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field. Click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field. Click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes]. Click [Launch Plan]. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added. Click [Exit to Home View]. Scenario 3: Treatment Plan - Validate the 'Enable Automatic Backup' registry setting Specific Setup: The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y". A client must be enrolled in an existing episode (Client A). Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field. Click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field. Click [Back to Plan Page] and [Close Form]. Select “Client A” and access the ‘Treatment Plan’ form. Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes]. Validate the ‘Plan Date’, ‘Plan Type’, and ‘Treatment Plan Status’ fields contain the values previously filed. Click [Launch Plan]. Validate the ‘Tree view’ contains the problem, goal, objective, and intervention previously added. Close the form. Scenario 4: Treatment Plan - 'Enable Automatic Backup' registry setting set to "N" Specific Setup: The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "N". A client must have an active episode. (Client A) Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Select the treatment plan previously filed and click [Edit]. Click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Close the form. Scenario 5: Treatment Plan - 'Enable Automatic Backup' registry setting - Item Deletion Specific Setup: The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y". A client must have an active episode. (Client A) Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to “any value’. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Select the treatment plan previously filed and click [Edit]. Validate the ‘Plan Date’ field contains the current date. Validate the ‘Plan Name’ field contains the plan name previously filed. Validate the ‘Plan Type’ contains the value previously filed. Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan]. Validate the Tree View contains the problem, goal, objective, and intervention added in the previous steps. Validate [Delete Items Selected] is disabled. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to “any value’. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Select the plan previously filed and click [Edit]. Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted back of this plan from [the current date] at [the current time]. Would you like to load it?" and click [Yes]. Click [Launch Plan]. Validate the Tree View contains the problem, goal, objective, and intervention added in the previous steps and the problem, goal, objective, and intervention loaded from the backup. Select the 2^nd intervention item in the Tree View. Validate the [Delete Item Selected] is enabled. Click [Back to Plan Page] and close the form. Access the ‘Registry Setting (PM)’ form. Set the ‘Limit Registry Settings to the Following Search Criteria’ field to “Enable Automatic Backup” and click [View Registry Settings]. Validate the ‘Registry Setting’ field contains “Avatar CWS ->Treatment Plan->->->->Enable Automatic Backup”. Validate the ‘Registry Setting Value’ field contains “Y”. Set the ‘Registry Setting Value’ field to “YD” and click [Submit]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Select the plan previously field and click [Edit]. Click [Yes] in the ‘Load From Backup’ dialog. Click [Launch Plan]. Select the 1^st intervention item in the Tree View. Validate [Delete Item Selected] is enabled. Select the 2^nd intervention item in the Tree View. Validate [Delete Item Selected] is enabled. Click [Delete Item Selected]. Validate the ‘Warning’ dialog is displayed with a message stating: “Item Deleted” and click [OK]. Select the 1^st intervention item in the Tree View and click [Delete Item Selected]. Click [Back to Plan Page] and [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Select the plan previously field and click [Edit]. Click [Launch Plan]. Validate the two intervention items are not displayed in the Tree View. Close the form. Scenario 6: Treatment Plan - 'Enable Automatic Backup' registry setting - Multiple Active Plans Specific Setup: The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y". A client must have an active episode. (Client A) A Treatment Plan copy must exist (Treatment Plan Copy) Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Close the form. Select “Client A” and access the ‘Treatment Plan Copy’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Back to Plan Page]. Click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Click [Add]. Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted back of this plan from [the current date] at [the current time]. Would you like to load it?" and click [Yes]. Validate the ‘Plan Date’ field contains the current date. Validate the ‘Plan Name’ field contains the plan name previously filed. Validate the ‘Plan Type’ contains the value previously filed. Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Click [Back to Plan Page] and [Submit]. Select “Client A” and access the ‘Treatment Plan Copy’ form. Select the plan previously field and click [Edit]. Click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Click [Back to Plan Page] and close the form. Select “Client A” and access the ‘Treatment Plan’ form. Select the plan previously field and click [Edit]. Click [Launch Plan]. Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps. Close the form. Scenario 7: Treatment Plan - 'Enable Automatic Backup' registry setting - 'Enable Service Entry Restriction by Client Treatment Plan' set to "E" Specific Setup: RADplus 2019 Update 51 must be installed to enable full functionality. The 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' registry setting must be set to "E" Please log out of the application and log back in after completing the above configuration. "Program A" must be configured for "All Service Codes" in the 'Program Maintenance' form (Assign Services to Program section). The 'Enable Service Entry Restriction For Program' field must be set to "Yes" in the 'Program Maintenance' form (Assign Services to Program section). The 'Assign Service' field must be added to the 'Treatment Plan - Interventions - (CWS64000)' form via 'Site Specific Sections Modeling'. A Client must be in an active episode for "Program A". (Client A) Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select “Active” in the ‘Status (Problem List)’ field. Set the ‘Problem’ field to any value. Select any value in the ‘Status’ field. Set the ‘Date of Onset’ field to the current date and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value” in the ‘Status’ field and click [Add New Objective]. Set the ‘Objective’ field to any value. Select any value” in the ‘Status’ field and click [Add New Intervention]. Set the ‘Intervention’ field to any value. Select any value in the ‘Status’ field and click [Add Service] Select “Program A” in the ‘Service Program’ field. Set the ‘Service Code’ field to any value. Set the ‘Frequency’ field to any value. Set the ‘Duration Field’ field to any value. Click [Add Service] Select “Program A” in the ‘Service Program’ field. Set the ‘Service Code’ field to any value. Set the ‘Frequency’ field to any value. Set the ‘Duration Field’ field to any value. Click [Back to Plan Page] and Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Click [OK] and [Add]. Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted backup of a plan from [the current date] at [the current time]. Would you like to load it instead of creating a new one?" and click [Yes]. Validate the ‘Plan Date’ field contains the current date. Validate the ‘Plan Name’ field contains the plan name previously added. Validate the ‘Plan Type’ field contains the value previously added. Validate the ‘Treatment Plan Status’ field contains value previously selected and click [Launch Plan]. Select the ‘Intervention’ item previously added. Validate the 'Service Program' field in the 'Assigned Services' grid contains the value filed in the previous steps. Validate the 'Service Code' field in the 'Assigned Services' grid contains the value filed in the previous steps. Validate the 'Frequency' field in the 'Assigned Services' grid contains the value filed in the previous steps. Validate the 'Duration' field in the 'Assigned Services' grid contains the value filed in the previous steps. Click [Back to Plan Page] and [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Click [OK] and [Edit]. Click [Launch Plan]. Select the ‘Intervention’ item previously added. Validate the 'Service Program' field in the 'Assigned Services' grid contains the value filed in the previous steps. Validate the 'Service Code' field in the 'Assigned Services' grid contains the value filed in the previous steps. Validate the 'Frequency' field in the 'Assigned Services' grid contains the value filed in the previous steps. Validate the 'Duration' field in the 'Assigned Services' grid contains the value filed in the previous steps. Select “Program A” in the ‘Assigned Services’ table and click [Copy Service]. Validate there is an additional row containing the same service for “Program A”. Select the second row and click [Delete Service]. Validate the second service is deleted. Click [Back to Plan Page] and Close the form.	Topics • Treatment Plan
AV-62421 Summary \| Details 'Allowable Parent Elements' registry setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan - 'Allowable Parent Elements' registry setting for Interventions and Objectives Specific Setup: A Treatment Plan Library must be configured via the 'Treatment Plan Definition' form. (Library A) An objective must be linked to the above Treatment Plan Library. (Objective A) An intervention must be linked to the above Treatment Plan Library. (Intervention A) A client must have an active episode. (Client A) Steps Access the ‘Registry Settings (CWS)’ form. Set the ‘Limit Registry Settings to the Following Search Criteria’ field to “Allowable Parent Elements” and click [View Registry Settings]. Select “Treatment Plan > Objectives > Allowable Parent Elements” in the ‘Registry Settings Tree’ and click [OK]. Validate the ‘Registry Setting Details’ field contains a message stating: “Enter the Treatment Plan element types that are allowed to be parent elements for Objectives. For example, ‘G’ would mean Objectives may be put under Goals, but no Problems. Leave blank for no restrictions.” Set the ‘Registry Setting Value’ field to “O”. Validate an ‘Error’ dialog is displayed with a message stating: “ The selected value is not valid in the current system code for the following reason: Invalid – must be “G” or blank” and click [OK]. Set the ‘Registry Setting Value’ field to “G” and click [Submit]. Validate the ‘Registry Editor Filing’ dialog is displayed with a message stating: “Results filing value to G to Avatar CWS->Treatment Plan->Treatment Plan->->Allowable Parent Elements Successful filing in System Code SBOX” and click [OK]. Validate the ‘Form Return’ dialog is displayed with a message stating: “Submitting Completed. DO you wish to return to the form?” and click [Yes]. Set the ‘Limit Registry Settings to the Following Search Criteria’ field to “Allowable Parent Elements” and click [View Registry Settings]. Select “Treatment Plan > Interventions > Allowable Parent Elements” in the ‘Registry Settings Tree’ and click [OK]. Validate the ‘Registry Setting Details’ field contains a message stating: “Enter the Treatment Plan elements types that are allowed to be parent elements for Interventions, delimited by '&'. P = Problem, G = Goal, O = Objective. For example, 'G&O'". Set the ‘Registry Setting Value’ field to “1”. Validate an ‘Error’ dialog is displayed with a message stating: “ The selected value is not valid in the current system code for the following reason: Invalid value” and click [OK]. Set the ‘Registry Setting Value’ field to “O” and click [Submit]. Validate the ‘Registry Editor Filing’ dialog is displayed with a message stating: “Results filing value O to Avatar CWS->Treatment Plan->Treatment Plan->Interventions->->Allowable Parent Elements Successful filing in System Code SBOX." and click [OK]. Close the form. Select “Client A” and access the ‘Treatment Plan’ Form. In the ‘Treatment Plan’ Pre-Display, select “Episode 1” and click [OK]. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to any value Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status ‘field and click [Launch Plan]. Click [Add New Problem] and select the ‘New Problem’ item. Drag and drop “Objective A” to the problem in ‘Tree View’. Validate an ‘Error’ dialog is displayed with a message stating: "Type Objective is not allowed to be added to type Problem” and click [OK]. Drag and drop “Intervention A” to the problem in ‘Tree View’. Validate an ‘Error’ dialog is displayed with a message stating: "Type Intervention is not allowed to be added to type Problem” and click [OK]. Click [Add New Goal]. Drag and drop “Objective A” to the goal in ‘Tree View’. Validate “Objective A” is added to the goal. Drag and drop “Intervention A” to the goal in ‘Tree View’. Validate an ‘Error’ dialog is displayed with a message stating: “Type Intervention is not allowed to be added to type Goal” and click [OK]. Click [Add New Objective]. Set the ‘Objective’ field to any value. Set the ‘Status’ field to any value. Drag and drop “Intervention A” to the objective in ‘Tree View’. Validate “Intervention A” is added to the objective. Click [Back to Plan Page] and [Submit]. Access the ‘Registry Settings (CWS)’ form. Set the ‘Limit Registry Settings to the Following Search Criteria’ field to “Allowable Parent Elements” and click [View Registry Settings]. Select “Treatment Plan > Interventions > Allowable Parent Elements” in the ‘Registry Settings Tree’ and click [OK]. Validate the ‘Registry Setting Value’ field contains “O”. Set the ‘Registry Setting Value’ field to “G&O” and click [Submit]. Validate the ‘Registry Editor Filing’ dialog is displayed with a message stating: “Results filing value G+O to Avatar CWS->Treatment Plan->Treatment Plan->Interventions->->Allowable Parent Elements Successful filing in System Code SBOX." and click [OK]. Close the form. Select “Client A” and access the ‘Treatment Plan’ form. Click [OK] and [Edit]. Validate the ‘Plan Date’ field contains the current date. Validate the ‘Plan Name’ field contains the value previously filed. Validate the ‘Plan Type’ field contains the value previously filed. Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan]. Drag and drop “Intervention A” to the goal in ‘Tree View’. Validate “Intervention A” is added to the goal. Click [Back to Plan Page]. Select “Final” in the ‘Treatment Plan Status’ field. Submit the form.	Topics n/a
AV-71789 Summary \| Details Inserting Template data Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Ambulatory Progress Notes Scenario 1: SQL Query Widgets(Templates on Demand) - Validations Specific Setup: Have registry setting, "Enable Templates On Demand for SQL Widgets" set to "Y" Have an SQL widget [WidgetA] created in form "Widget Definition" with prompt "Use for Templates on Demand" set to "Y" Have the SQL statement in [WidgetA], set to retrieve text data from any table used in a form [FormA], that contains a "Scrolling Text Field". [For this example, the "Notes Field" of the "Ambulatory Progress Notes" form is used. The "SYSTEM.cw_patient_notes" table is the table that contains the "Notes Field" data that will be retrieved] For [ClientA], have data filed in the "Scrolling Text Field" of [FormA] that also includes line feeds and any other formatting. Have [WidgetA] placed on the home view for a user [UserA] Log in as [UserA] Steps Open [FormA] Select [ClientA] Right-click in the "Notes Field" Click "Widget Templates" Choose [WidgetA] Validate the text results are displayed as expected, including all line feed and other formatting Place the cursor at the end of the text Repeat steps 3 thru 5 From the "Append, Insert, or Replace All?" drop-down list, validate "Insert" is displayed as a default Click [OK] or hit enter Validate the text is inserted at the end of the previous text, as expected Repeat steps 3 thru 5 From the "Append, Insert, or Replace All? drop-down list, choose "Append" Click [OK] or hit enter Validate the text is appended directly on the line below the existing text, as expected Repeat steps 3 thru 5 From the "Append, Insert, or Replace All? drop-down list, choose "Replace All" Click [OK] or hit enter Validate all previous text in the field is removed and the new text is displayed, as expected	Topics • NX • Widgets
AV-71877 Summary \| Details POC results filed via Avatar eMAR Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR widget Orders This Episode POC Results Entry Scenario 1: POC Results Entry - Add a Result / Correct a Result / Void a Result Specific Setup: Avatar OE 2021 Update 50, Avatar CWS 2021 Update 55 and myAvatar Client Update 2513-003 or 3201-001 are required in order to utilize full functionality. An 'Observation Definition' must exist where the following applies: 'Select Observation' = "Gas flow.O2 O2 delivery sys (8839-3)" - 'Observation ID Code' = "Aortic root Oxygen saturation (8839-3)" - 'Field Name' = "Gas flow.O2 O2 delivery sys" - 'Observation Value Unit' = "L/min" - 'Observation Value Field Type' = "Integer" - 'Sex/Age Range' = "0+" with a Normal Reference Range of "95-100" - an abnormal Reference Range of "85-94" with an 'Abnormal Code' = "Below low normal (L)" - an abnormal Reference Range of "80-84" with an 'Abnormal Code' = "Below lower panic limits" - select any value in the 'Save as a Vital Sign' field. (Observation Definition A). A 'Test Definition' must exist where the following applies: 'Test Name' = "Oxygen Saturation ages 0+" - 'LOINC Code' = "Aortic root Oxygen saturation (8839-3)" - 'Order Codes' = "Complete Blood Count" and "Red Blood Cell Count" - 'Observation' = "Gas flow. O2 O2 delivery sys (8893-3)" - 'Require Observation' = "Yes" - 'Require Specimen Type' = "Yes" - 'Default Specimen Type' = "Blood, Whole" - 'Require Specimen Site' = "No" - 'Default Specimen Site' = no value - 'Associated Form' = "non-episodic CWS user defined form". (Test Definition A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Complete Blood Count (CBC)" in the 'New Order' field. Select "DAILY" in the 'Frequency' field. Set the 'Duration' field to "48" and click "Hours". Click the [Add to Scratchpad] and Click [Sign]. Access the 'eMAR' widget. Click the 'Lab Orders' tab. Validate an order for "Complete Blood Count (CBC) (DAILY)" is displayed with "Specimen Collect" and no hours of administration under the current date. Complete 'Order Acknowledgement' and 'Client Education' for the "CBC" order. Select the "Specimen Collect" cell under the current date for the "Complete Blood Count (CBC) (DAILY)" order and click [Administer] Validate the 'Specimen Collection' dialog is displayed. Check the 'Accept specimen collection entered' check box and click [OK]. Validate the first cell under the current date for the "Complete Blood Count (CBC) (DAILY)" orders contains the specimen collection time. Select "Client A" and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' is defaulted to "No". Select the "Complete Blood Count (CBC)" order in the 'Order' field. Validate the 'Order details' area is disabled and contains: 'Order #', 'Order Status', 'Order Type', 'Order Code', 'Frequency', 'Order Date', 'Start Date', 'Current Stop Date' and 'Discontinue Date' (if applicable). Validate that the 'Add/Correct/Void' field is disabled, required and defaulted to "Add". Validate the 'Specimen Collection Date' field contains the collection date. Validate the 'Specimen Collection Time' field contains the collection time. Validate the 'Result Date' field contains the current date. Validate the 'Result Time' field contains the current time. Validate that the 'cws user modeled form' section is displayed. Fill out the fields. Validate the 'Results' section is displayed. Set the 'Field Name' field to "117" and validate that "mg" is displayed next to it. Click [File]. Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'measured_unit', 'reading', 'reading_entry', 'reading_value', and 'vital_sign'. Filter the report by select "Client A's PATID" in the 'PATID' field Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that the one row of data is displayed. Validate that the row contains "mg" in the 'measured_unit' field, "SSVSI6" in the 'reading' field, "117" in the 'reading_entry' field, "117 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field. Select "Client A" and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' is defaulted to "No". Select the "Complete Blood Count" order in the 'Order' field. Select "Yes" in the 'Include Resulted Collections' field. Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen". Validate "Correct" is defaulted in the 'Add/Correct/Void' field. Validate that the 'Field Name' field contains "117". Set the 'Field Name' field to "125" and click [File]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. Validate that the one row of data is displayed. Validate that the row contains "mg" in the 'measured_unit' field, "SSVSI6" in the 'reading' field, "125" in the 'reading_entry' field, "125 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field. Select "Client A" and access the 'POC Results Entry' form. Validate that the 'Include Inactive Orders' field is defaulted to "No". Select the "Complete Blood Count" order in the 'Order' field. Select "Yes" in the 'Include Resulted Collections' field. Validate the 'Collection' field contains the "Collection Date Collection Time and the staff who collected the specimen". Validate that the 'Add/Correct/Void' field is defaulted to "Correct". Select "Void" in the 'Add/Correct/Void' field. Click [File]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. Validate that the row for this result has been removed. Create a report using the 'SYSTEM.results_header' table including the following fields: 'PATID', 'data_entry_date', 'result_status_code', 'result_status_value', 'universal_svc_id_code_alt', 'universal_svc_id_type_alt', 'voided_date', 'voided_by', 'voided_by_user_name', 'void_note', and 'display_type_value'. Filter the report using the 'PATID' field and selecting "Client A's" PATID. Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that one row of data exists for this client. Validate that the 'result_status_code' field for this row contains a "C". Validate that the 'result_status_value' field is populated with: Correction to results Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that the 'universal_svc_id_code_alt' field contains "CBC". Validate that the 'universal_svc_id_type_alt' field contains "Complete Blood Count". Validate that the 'voided_date' field contains the current date. Validate the 'voided_by' field contains the Username who voided the result. Validate that the 'voided_by_user_name' field contains the username associated with the staff member who voided the result. Validate that the 'void_note' field contains the value that was entered in the 'Void Comments' field. Validate that the 'display_type_value' field contains "Voided".	Topics • Avatar eMAR
AV-72163 Summary \| Details The 'Restrict Access To Original Practitioner Category' and 'Default Practitioner Categories Responsible' registry settings. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan - 'Restrict Access to Original Practitioner Category' registry setting set to "Y" Specific Setup: The 'Avatar CWS->Treatment Plan->Goals->->Restrict Access To Original Practitioner Category' registry setting must be set to "Y". The system must be configured with two users who are associated to staff members via the 'User Definition' form and are assigned to two different Practitioner Categories in the 'Practitioner Enrollment' form (SYSADM) and (testuser1). A Client must have an active episode. (Client A). The user "SYSADM" is logged in to the application first. Steps Select "Client A" and access the 'Treatment Plan' form. Set the 'Plan Date' field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field and click [Launch Plan]. Click [Add New Problem]. Set the ‘Problem Code’ field to any value. Select any value in the ‘Status (Problem List) field. Set the ‘Problem’ field to any value Select any value in the ‘Status’ field and click [Add New Goal]. Set the ‘Goal’ field to any value. Select any value in the ‘Status’ field. Validate the ‘Practitioner Category Responsible’ field contains the ‘Practitioner Category’ selected for the user logged in. Click [Back to Plan Page] and [Submit]. Select "Client A" and access the 'Treatment Plan' form. Select the plan previously filed and click [Edit]. Validate the 'Plan Date' field contains the current date. Validate the ‘Plan Name’ field contains the plan name previously filed. Validate the 'Plan Type' field contains the value previously filed. Validate the 'Treatment Plan Status' field contains the value previously selected and click [Launch Plan]. Select the goal previously filed in the ‘Tree View’. Validate all fields are disabled and the ‘Practitioner Category’ associated to the user logged in is selected in the ‘Practitioner Category Responsible’ field. Click [Back to Plan Page], close the form and sign out of Avatar. Sign into Avatar using the credentials for the 2^nd user. Select "Client A" and access the 'Treatment Plan' form. Select the plan previously filed and click [Edit]. Click [Launch Plan]. Select the goal previously filed in the ‘Tree View’. Validate all fields are disabled and the ‘Practitioner Category’ associated to the 1st user is selected in the ‘Practitioner Category Responsible’ field. Click [Back to Plan Page] and close the form. Access the ‘Registry Settings (CWS)’ form. Set the ‘Limit Registry Settings to the Following Search Criteria’ field to "Restrict Access" and click [View Registry Settings]. Select "Treatment Plan > Goals > Restrict Access to Original Category" from the ‘Registry Settings tree’ and click [OK]. Validate the ‘Registry Setting Value’ field is set to “Y”. Set the ‘Registry Setting Value’ field to “N” and click [Submit]. Close the form. Select "Client A" and access the 'Treatment Plan' form. Select the plan previously filed and click [Edit]. Click [Launch Plan]. Select the goal previously filed in the ‘Tree View’. Validate all fields are enabled for the current user logged in except for the ‘Practitioner Category Responsible’ field. Click [Back to Plan Page] and close the form. Access the ‘Registry Settings (CWS)’ form. Set the ‘Limit Registry Settings to the Following Search Criteria’ field to "Restrict Access" and click [View Registry Settings]. Select "Treatment Plan > Goals > Restrict Access to Original Category" from the ‘Registry Settings tree’ and click [OK]. Set the ‘Registry Setting Value’ field to “Y” and click [Submit]. Close the form. Sign out of Avatar and sign in using the credentials for the 1^st user. Select "Client A" and access the 'Treatment Plan' form. Select the plan previously filed and click [Edit]. Click [Launch Plan]. Select the goal previously filed in the ‘Tree View’. Validate all fields are enabled for the current user logged in and the ‘Practitioner Category Responsible’ field contains the ‘Practitioner Category’ associated to the user selected. Click [Back to Plan Page] and close the form. Scenario 2: Treatment Plan - Practitioner Responsible Categories Specific Setup: The 'Avatar CWS->Treatment Plan->Treatment Plan->Interventions->-> Default Practitioner Categories Responsible' registry setting must contain at least one practitioner category that is defined in the 'Practitioner Category' data element in the 'Staff File' in the 'Dictionary Update' form. A Treatment Plan Library must contain one problem and four interventions via the 'Treatment Plan Definition' form. (Library A) A client must have an active episode. (Client A) Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ to the current date. Set the ‘Plan Name’ to any value. Select any value in the ‘Plan Type’ field. Select “Draft” in the ‘Treatment Plan Status’ field. Click [Launch Plan]. Validate that "Library A" is displayed. Drag and drop the problem in the ‘Tree View’. Validate the ‘Problem’ field contain the full item description entered in previous steps. Set the ‘Problem Code’ field to any value. Select any value in the ‘Status(Problem List)’ field. Select any value in the ‘Status’ field. Drag and drop the 1^st intervention in the ‘Tree View’. Validate the ‘Intervention’ field contain the full item description entered in previous steps. Select any value in the ‘Status’ field. Validate the ‘Practitioner Categories Responsible’ field contains the defaulted values selected in the previous steps. Drag and drop the 2^nd intervention in the ‘Tree View’. Validate the ‘Intervention’ field contains the full item description entered in previous steps. Select any value in the ‘Status’ field. Validate the ‘Practitioner Categories Responsible’ field contains all available practitioner categories with the defaulted values selected in the previous steps. Drag and drop the 3^rd intervention in the ‘Tree View’. Validate the ‘Intervention’ field contain the full item description entered in previous steps. Select any value in the ‘Status’ field. Validate the ‘Practitioner Categories Responsible’ field contains the defaulted values selected in the previous steps. Drag and drop the 4^th intervention in the ‘Tree View’. Validate the ‘Intervention’ field contain the full item description entered in previous steps. Select any value in the ‘Status’ field. Validate the ‘Practitioner Categories Responsible’ field contains all available practitioner categories with the defaulted values selected in the previous steps. Click [Back to Plan Page]. Select “Final” in the ‘Treatment Plan Status’ field. Click [Submit].	Topics • Treatment Plan
AV-72279 Summary \| Details 'Prevent Access for Practitioner Categories' registry setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan - 'Prevent Access for Practitioner Categories' registry setting Specific Setup: The 'Avatar CWS->Treatment Plan->Treatment Plan->Objectives->'Prevent Access for Practitioner Categories' registry setting must be set to a Practitioner Category associated with a user. (SYSADM) The system must be configured with two users who are associated with staff members via the 'User Definition' form. (SYSADM) and (testuser1) "Library A" must contain a problem, goal, and objective via the 'Treatment Plan Definition' form. (Problem A) (Goal A) (Objective A) "Library B" must contain a problem and objective via the 'Treatment Plan Definition' form. (Problem B) (Objective B) A Client must have an active episode. (Client A) The "SYSADM" user is initially logged in. Steps Select "Client A" and access the 'Treatment Plan' form. Set the 'Plan Date' field to the current date. Set the ‘Plan Name’ field to any value. Select any value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field and click [Launch Plan]. Select “Problem A” from ‘Library A’ and drag the item to the ‘Tree View’. Select any value in the ‘Status(Problem List)’ field. Select any value in the ‘Status’ field. Select 'Goal A' in the ‘Library’ and drag the item to the problem in the ‘Tree View’. Select any value in the ‘Status’ field. Select “Objective A” in the ‘Library’ and drag the item to the goal in the ‘Tree View’. Select any value in the ‘Status’ field. Click [Back to Plan Page] and [Submit]. Sign out of Avatar and sign in with the credentials for "testuser1". Select "Client A" and access the 'Treatment Plan' form. Select the plan previously filed and click [Edit]. Validate the 'Plan Date' field contains the current date. Validate the ‘Plan Name’ field contains the plan name previously filed. Validate the 'Plan Type' field contains the value previously field. Validate the 'Treatment Plan Status' field contains the value previously selected and click [Launch Plan]. Select the problem previously filed in the ‘Tree View’. Validate all fields are disabled except for the ‘Status’ field. Select the objective previously filed in the ‘Tree View’. Validate all fields are disabled except for the ‘Status’ field. Select “Problem B” in the ‘Library’ and drag the item to the ‘Tree View’. Validate an ‘Error’ dialog is displayed with a message stating: “the user (current user logged in) does not have access to type (problem)” and click [OK]. Select “Objective B” in the ‘Library’ and drag the item to the ‘Tree View’. Validate an ‘Error’ dialog is displayed with a message stating: “the user (current user logged in) does not have access to type (objective)” and click [OK]. Click [Back to Plan Page] and close the form.	Topics • Treatment Plan
AV-72352 Summary \| Details 'Hide Inactive Treatment Plan Elements' registry setting. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan - Registry Setting 'Hide Inactive Treatment Plan Elements' Specific Setup: A client must have an active episode. (Client A) Steps Open the Registry Settings form. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements". Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements". Set the 'Registry Setting Value' field to "N". Click [Submit]. Validate a message displays stating "Submitting has completed do you wish to return to form?". Click [No]. Log out of the application and log back in. Select "Client A" and access the 'Treatment Plan' form. Click [OK]. Click [Add]. Set the 'Plan Date' field to the current date. Set the 'Plan Name' field to any value. Select any value from the 'Plan Type' field. Select "Draft" from the 'Treatment Plan Status' field and click [Launch Plan]. Validate the 'Hide Inactive' checkbox does not display. Click [Add New Problem]. Set the 'Status' field to "Active". Click [Add New Goal]. Set the 'Status' field to "Active". Click [Add New Objective]. Set the 'Status' field to "inactive". Click [Add New Intervention]. Set the Status field to "Inactive". Click [Back to Plan Page]. Click [Submit]. Open the 'Registry Settings' form. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements". Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements". Set the 'Registry Setting Value' field to "Y". Click [Submit] and [OK]. Validate a message displays stating "Submitting has completed do you wish to return to form?" and click [No]. Log out of the application and log back in. Select "Client A" and access the 'Treatment Plan' form. Click [OK]. Select "Treatment Plan Test" and click [Edit]. Click [Launch Plan]. Validate the 'Hide Inactive' checkbox displays. Click the 'Hide Inactive' checkbox. Validate the "Goal" and "Objective" rows no longer display. Click [Exit to Home View]. Open the 'Registry Settings' form. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Hide inactive treatment plan elements". Validate the 'Registry Setting' field is equal to "Avatar CWS->Treatment Plan->->->->Hide Inactive Treatment Plan Elements". Set the 'Registry Setting Value' field to "YD". Click [Submit] and [OK]. Validate a message displays stating "Submitting has completed do you wish to return to form?" and click [No]. Log out of the application and log back in. Select "Client A" and access the 'Treatment Plan' form. Click [OK]. Select "Treatment Plan Test" and click [Edit]. Click [Launch Plan]. Validate the 'Hide Inactive' checkbox displays and is checked. Validate the "Intervention" and "Objective" rows do not display.	Topics • Treatment Plan
AV-72609 Summary \| Details Client Information widget - Allergy icon Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Allergies and Hypersensitivities Scenario 1: Allergies and Hypersensitivities - Client Header Specific Setup: A Client must be admitted into an active episode who does not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A) Steps Access the 'Allergies and Hypersensitivities' form for "Client A". Click [Update] and [New Row]. Set the 'Allergen/Reactant' field to "shellfish" and press Tab. Validate the 'Allergen/Reactant' field is equal to "SHELLFISH (MDX-2891) (SNOMED=735029006) (MDX-2891)". Set the 'Date Recognized' field to the current date and press Tab. Double Click the 'Status' cell. Set the 'Status' cell to "Confirmed" and click [Save]. Select 'Yes' in the' Allergies/Hypersensitivities Reviewed' field. Validate the 'Known Food Allergies' field is set to "Yes". Select "No" in the 'Known Medication Allergies' field click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the 'Client Header' displays "Allergies (1) Allergies Reviewed = Yes (current date)" with an orange icon. Click [Update] and [New Row]. Set the 2nd 'Allergen/Reactant' field to "amoxicillin" and press Tab. Select "AMOXICILLIN (MDX-376) (RxNorm=723)" and click [Select]. Set the 2nd 'Date Recognized' field to the current date and press Tab. Set the 2nd 'Status' field to "Confirmed" and click [Save]. Validate the 'Known Medication Allergies' field is set to "Yes". Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the 'Client Header' displays "Allergies (2) Allergies Reviewed = Yes (current date)" with an orange icon. Click [Update]. Select both rows created and click [Delete Row]. Validate a message displays stating "Are you sure you want to delete these rows?" and click [Yes] and [Save]. Select 'No' in the 'Known Medication Allergies' field. Select 'No' in the 'Known Food Allergies' field. Select 'Yes' in the 'Allergies/Hypersensitivities Reviewed' field and click [Submit]. Access the 'Allergies and Hypersensitivities' form for "Client A". Validate the Client Header text contains "Allergies (0)".	Topics • Forms
AV-72672 Summary \| Details Associate Orders to Goals in the 'Treatment Plan' form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan - Associate Orders to Goals Specific Setup: A client must have two existing orders filed through the 'Client Profile/ Physicians Orders' form with a 'Duration Days' of "15". (ALEVE and TYLENOL) The 'Associate to the Following Orders' field must be added to the Treatment Plan using the 'Site Specific Section Modeling' form. A client must have an active episode. (Client A) A client must have information filed in the 'Allergies and Hypersensitivities' form. Steps Select “Client A” and access the ‘Treatment Plan’ form. Click [Add] in the ‘Treatment Plan’ pre-display. Set the ‘Plan Date’ field to the current date. Set the ‘Plan Name’ field to "JS Test Plan". Select “test” in the ‘Plan Type’ field. Select "Draft" in the ‘Treatment Plan Status’ field and click [Launch Plan]. Click [Add New Problem]. Search for and select “Burn due to sailboat on fire” in the ‘Problem Code’ field. Select “Active” in the ‘Status(Problem List)’ field. Set the ‘Problem’ field to "Burns all over body due to sailboat fire". Validate the ‘Date Opened’ field contains the current date. Select “Active” in the ‘Status’ field. Click [Add New Goal]. Set the ‘Goal’ field to "Gain 50% movement in limbs". Select “Active” in the ‘Status’ field. Validate the ‘Associate to the Following Orders’ field contains orders for “Aleve” and “Tylenol”. Check the “Aleve” order in the ‘Associate to the Following Orders’ field and click [Add New Goal]. Set the 2^nd ‘Goal’ field to “Pain Relief”. Select “Active” in the ‘Status’ field. Check the “Tylenol” order in the ‘Associate to the Following Orders’ field. Click [Back to Plan Page] and [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Select “JS Test Plan” in the ‘Treatment Plan’ pre-display and click [Edit]. Click [Launch Plan]. Select the "Gain 50% movement in limbs” goal. Validate the “Aleve” order is checked and on top in the ‘Associate to the Following Orders’ field for the 1^st goal. Select the “Pain Relief” goal. Validate the “Tylenol” order is checked and on top in the ‘Associate to the Following Orders’ field for the 2^nd goal. Click [Back to Plan Page] and [Submit]. Select “Client A” and access the ‘Client Profile / Physicians Orders’ form. Validate the ‘Client Information And Status’ field contains information for “Client A”. Click [View/Change]. Select “Original Computer Entry” in the ‘Order Entry Source’ field. Select “Computer Entry Mistake” in the 'Reason For Change' field. Search for and select the ordering practitioner in the ‘Order Changed by Practitioner’ field. Validate the ‘Change Effective Date’ contains the current date. Validate the ‘Change Effective Time’ field contains the current time and click [Display Order List/Select Order to View or Change]. Validate a dialog is displayed and contains orders for “Tylenol” and "Aleve”. Select the “Tylenol” order and click [OK]. Select "Tylenol" from the 1st Order Entry Client Profile Order List / Selection row Validate the ‘Order Type’ field contains "Pharmacy". Validate the ‘Order Code’ field contains "Tylenol 500 MG Capsule". Validate the ‘Start Date’ contains the current date. Validate the ‘Start Time’ field contains the current time. Validate the ‘Duration Days’ contains "15". Validate the ‘Current Stop Date’ field contains a date that is 15 days in the future of the ‘Start Date’. Validate the ‘Stop Time’ field contains a time that is one minute prior to the ‘Start Time’. Validate the ‘Expected Days Supply’ contains "15". Set the Start Date field to a date that is 30 days prior to the current date. Click [File Data] and [Close Form]. Select “Client A” and access the ‘Treatment Plan’ form. Select “JS Test Plan” in the ‘Treatment Plan’ pre-display and click [Edit]. Click [Launch Plan]. Select the "Gain 50% movement in limbs" goal. Validate the “Aleve” order is checked in the ‘Associate to the Following Orders’ field. Select the "Pain Relief" goal. Validate the “Tylenol” order is checked, displayed, and expired in the 'Associate to the Following Orders' field. Uncheck the “Tylenol” order and click [Back to Plan Page]. Click [Submit]. Select "JS Test Plan" and click [Edit]. Click [Launch Plan]. Select the “Gain 50% movement in limbs” goal. Validate the “Tylenol” order is not displayed in the ‘Associate to the Following Orders’ field. Select the “Pain Relief” goal. Validate the “Tylenol” order is not displayed in the ‘Associate to the Following Orders’ field. Close the form.	Topics n/a
AV-72796 Summary \| Details Avatar eMAR - Administration / Specimen Collection Date and Time Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Frequency Code Setup Order Entry Console eMAR widget Orders This Episode Scenario 1: Avatar eMAR - Dose Too Close (Days) Specific Setup: The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "0". The 'Avatar eMAR->General->Settings->->->Support Medication ID' registry setting is set to "N". Please log out and log back in after configuring the above. A Frequency Code must exist with 'Times/24 Hours' set to "1" and 'Dose Too Close (Days)' set to "1". (EVERY DAY) A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Select "Capsule" from the 'Dose Unit' field. Select "EVERY DAY" from the 'Freq' field. Set the 'Duration' field to "28" and click [Days]. Validate the 'Days Supply' field is equal to "28". Validate the 'Dispense Quantity' field is equal to "28". Select "Capsule" from the 'Dispense Quantity Unit' field. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Set the 'Start Date' field to one day prior to the current date. Set the 'Start Time' field to "08:00 AM". Validate the 'Stop Date' field contains a date that is 27 days in the future from the 'Start Date'. Validate the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'. Click [Add to Scratchpad] and [Final Review]. Verify the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Verify the 'Final Review' dialog is displayed and click [Sign]. Validate the 'Order grid' contains an order for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE". Access the ‘eMAR’ widget. Validate an order is displayed for "PRILOSEC 10 MG ORAL CAPSULE, DELAYED RELEASE" with no hours of administration. Select the first cell under the previous day and click [Administer]. Verify the 'Order Acknowledgement' dialog exists and click [OK]. Verify the 'Client Education' dialog exists. Select "Yes" in the 'Education Performed' field and click [OK]. Verify the 'Administration Event' dialog exists and contains an order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE". Validate the 'Administration Date' and 'Administration Time' fields contain the current date and time. Set the 'Administration Date' field to the previous day. Set the 'Administration Time' field to "10:00 AM". Verify the 'Med ID' field does not exist. Validate the 'Qty' field is equal to "1". Validate the 'Unit' field is equal to "Capsule". Select "Nurse-Administered" from the 'Administration Event' field. Check the 'Accept administration information entered' check box and click [Ok]. Validate the first cell under the previous day for the "PRILOSEC 10 MG CAPSULE, DELAYER RELEASE" order contains an administration of "1 Capsule" and the time in military format. Validate the 'Order Description' contains a warning stating: "Do Not Give Before: {the current date} at "10:00 AM"". Select the first cell under the current date. Validate a message is displayed stating: "Warning! To continue with this administration, please enter a reason in the box below. Warning: The dose being administered is too close to the previously administered dose. The next dose should be administered after {the current date} at "10:00 AM"". Enter any value and click [Yes]. Verify the 'Administration Event' dialog exists and contains an order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE". Validate the 'Administration Date' and 'Administration Time' fields contain the current date and time. Verify the 'Med ID' field does not exist. Validate the 'Qty' field is equal to "1". Validate the 'Unit' field is equal to "Capsule". Select "Refused" from the 'Administration Event' field. Validate the 'Warning' field is disabled. Check the 'Accept administration information entered' check box and click [Ok]. Validate the first cell under the current date contains a "thumbs-down" symbol indicating the dose was refused, "1 Capsule", and the time of the attempted administration in military format". Right click the first cell under the current date that was administered and select "Administration After Initial Refusal". Verify the 'Administration Event' dialog exists and contains an order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE". Validate the 'Administration Date' and 'Administration Time' fields contain the current date and time. Set the 'Administration Time' field to "9:00 AM". Verify the 'Med ID' field does not exist. Validate the 'Qty' field is equal to "1". Validate the 'Unit' field is equal to "Capsule". Select "Nurse-Administered" from the 'Administration Event' field. Validate [Warning - View] contains a "red flag" symbol. Click [Warning - View]. Validate a message is displayed stating: "The dose being administered is too close to the previously administered dose. The next dose should be administered after {the current date} at "10:00 AM"". Set the 'Override Text' field to any value and click [OK]. Click [Submit Edit]. Validate the first cell under the current date contains a "U-Turn" symbol, indicating the administration has been updated, "1 Capsule", and the time administered in military format". Scenario 2: Avatar eMAR - Recollect on One-Time-Only lab-type order Specific Setup: The 'Avatar eMAR->General->Settings->->->Enable Specimen Collection Events' registry setting must be set to "Y" Please log out of the application and log back in after completing the above configuration A lab-type order code must exist. (Lab Code A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Lab Code A" from the 'New Order' field. Select "ONE TIME ONLY" from the 'Frequency' field. Select "Lab Vendor Staff will Collect" in the 'Specimen Collection' field. Set the 'Duration' field to "48" and click [Hours]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Lab Code A ONE TIME ONLY, Lab Vendor Staff will Collect". Select the 'eMAR' widget. Click the 'Lab Orders' tab. Validate that the order for "Lab Code A" is displayed. Double click on the 'Specimen Collect' cell under the current date. Validate the 'Order Acknowledgement' dialog displays and click [OK]. Validate the 'Client Education' dialog displays. Select "Yes" from the 'Education Performed' field and click [OK]. Select any collection event from the 'Collection Event' field. Click the 'Accept administration information entered' checkbox. Click [OK]. Validate the cell selected displays the collection time. A Specimen Rejection is sent to myAvatar. Validate "Client A" is selected and access the 'eMAR' widget. Click [Refresh]. Validate a red "R" icon displays for the cell administered. Right click in the administered cell. Validate "Recollect" is displayed. Click 'Recollect'. Validate the correct information is displayed in the 'Record Recollection' dialog. Click [Submit Recollection]. Validate the administered cell displays the collection time.	Topics • Avatar eMAR
AV-73156 Summary \| Details 'Duplicate Plan Element Checking' registry setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Scenario 1: Treatment Plan - 'Enable Duplicate Plan Element Checking' registry setting Specific Setup: The 'Avatar CWS ->Treatment Plan->->->->Enable Duplicate Plan Element Checking' registry setting must be set to "Y". Please log out of the application and back in after completing the above configuration. A Treatment Plan Library must exist via the 'Treatment Plan Definition' form. (Library A) A client must be in an active episode. (Client A) Steps Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the desired date. Set the ‘Plan Name’ field to the desired name. Set the ‘Plan Type’ field to the desired value. Select "Draft" from the ‘Treatment Plan Status’ field. Click [Launch Plan]. Validate the Library window contains "Library A". Drag and drop the problem to the Tree View. Validate the ‘Problem’ field contains the full item description entered in previous steps. Set the ‘Problem Code’ field to the desired value. Select the desired value from the ‘Status (Problem List)’ field. Select "Active" in the ‘Status’ field. Drag and drop the goal to the Tree View. Validate the ‘Goal’ field contains the full item description entered in previous steps. Select "Active" in the ‘Status’ field. Drag and drop the objective to the Tree View. Validate the ‘Objective’ field contains the full item description entered in previous steps. Select "Active" from the ‘Status’ field. Drag and drop the intervention to the Tree View. Validate the ‘Intervention’ field contains the full item description entered in the previous steps. Select "Active" in the ‘Status’ field. Drag and drop the problem from the previous steps in the Tree View Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No]. Drag and drop the goal from the previous steps to the Tree View. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No]. Drag and drop the objective from the previous steps to the Tree View. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No]. Drag and drop the intervention from previous steps to the Tree View. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No]. Select the problem added from previous steps in the Tree View. Select "Inactive" in the 'Status' field. Select the goal added from previous steps in the Tree View. Select "Inactive" in the ‘Status’ field. Select the objective added from previous steps in the Tree View. Select "Inactive" in the ‘Status’ field. Select the intervention added from previous steps in the Tree View. Select "Inactive" in the ‘Status’ field. Drag and drop the problem from previous steps in the Tree View. Drag and drop the goal from previous steps in the Tree View. Drag and drop the objective from previous steps in the Tree View. Drag and drop the intervention from previous steps in the Tree View. Validate the Tree View contains duplicates of the same problem, goal, objective, and intervention added from the previous steps Click [Exit to Home View].	Topics • Treatment Plan
AV-73611 Summary \| Details 'Set System Defaults' form Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Set System Defaults (CWS) Treatment Plan Scenario 1: Filing the 'Set System Defaults' form Specific Setup: A copy of the Treatment Plan form has been created with a number greater than 11. Example: 'Treatment Plan Number 17'. Using 'Site Specific Section Modeling' for the selected Treatment Plan copy, the 'Site Specific Section Description' field is edited to another description. Example: 'Treatment Plan Number 17 for Psych Eval'. A plan is finalized for any test client for the copy of the treatment plan A frequency code must be configured via the 'Frequency Code Setup' form. For any of the progress notes forms, set the following Registry Settings. (Ambulatory Progress Notes is used in the example): Registry Setting "Avatar CWS->Progress Notes->Ambulatory->->->Display Treatment Plans in Treatment Plan Grid". Enter treatment plan numbers concatenated with '&'. The selected plans will be available for selection in the 'Select T.P. Version' column in the 'Treatment Plan' grid. Registry Setting "Avatar CWS->Progress Notes->Ambulatory->->->Enable Treatment Plan Grid". Enter "Y" to add 'Treatment Plan' grid field to the form. Steps Open the 'Set System Defaults' form. Navigate to the "Update Treatment Plan Type Selections To Match The Site-Specific Tab Description For Tab 1 of The Form". Select "Y" to update them based on the Site-Specific Tab Description. Select any value in the 'Allowed Frequency Codes for Interventions' field. Click [Submit]. Open the 'Set System Defaults' form. Validate the 'Disable The Selections Of the Following Treatment Plan Types' field contains the edited treatment plan name. Validate the 'Display Treatment Plans in Selection Leaf for The Selected Plans' contains the edited treatment plan name. Validate the 'Allowed Frequency Codes for Interventions' field contains the values previously selected. Close the form. Open the progress notes form used in the 'Setup/Permissions' above. Navigate to the 'Treatment Plan' grid. Double click on the 'Select T.P. Version' field. Verify the Treatment Plan copy displays the edited name. Click [Close Form]. Scenario 2: Treatment Plan Interventions - Site Specific Section Modeling Specific Setup: The following fields must be enabled and not excluded from data collection in the 'Treatment Plan - Interventions (CWS64000)' form within 'Site Specific Section Modeling': ‘'Is this an education?' ‘Practitioner Categories Responsible' ‘Task Frequency' A client must have an active episode (Client A) Steps Select "Client A" and access the 'Treatment Plan' form. Enter the desired date in the 'Plan Date' field. Enter the desired value in the 'Plan Name' field. Select the desired value in the 'Plan Type' field. Select "Draft" in the 'Treatment Plan Status' field. Click [Launch Plan]. Click [Add New Problem]. Select any value in the ‘Problem Code’ field. Select the desired value in the 'Status (Problem List)' field. Select the desired value in the 'Status' field. Click [Add New Intervention]. Set the 'Intervention' field to the desired value. Select the desired value in the 'Status' field. Validate that the ‘Is this and education?’, ‘Practitioner Categories Responsible’, and ‘Task Frequency’ fields are displayed. Select “No” in the ‘Is this an education?’ field. Select any value in the ‘Practitioner Categories Responsible’ field. Select any value in the ‘Task Frequency’ field. Click [Back To Plan Page]. Click [Launch Plan]. Validate that the values selected in ‘Is this and education?’, ‘Practitioner Categories Responsible’, and ‘Task Frequency’ fields are displayed. Click [Back to Plan Page]. Select "Final" in the 'Treatment Plan Status' field. Click [Submit].	Topics • Set System Defaults • Treatment Plan
AV-73731 Summary \| Details Launch pre-administration assessments from Avatar eMAR Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Orders This Episode Task Associations Task Definitions Flowsheet Scenario 1: Task List - Generate Task based on eMAR Administration event Steps Internal testing only Scenario 2: Task List - Group with other Administrations Specific Setup: Avatar CWS 2021 Update 85, Avatar eMAR 2021 Update 21, and myAvatar Client Update 3201-001 are needed in order to utilize full functionality. Must have the NDC for the following order codes: "LISINOPRIL 20 MG TABLET ORAL", "Aluminum Sulfate/Calcium Acetate Powder for Suspension TOPICAL APPLICATION", and "LEADER EXTRA MOISTURIZING NASAL SPRAY 0.05 % SPRAY NASAL". This can be found in the 'Order Code Setup' form. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "Grouped". Set the 'Task Title' field to "Group with other Administrations". Select "Flowsheet" from the 'Task Action Type' field. Click [Submit]. Validate a message is displayed stating: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Select "Group with other Administrations (Grouped)" from the 'Task Group/Definition' field. Select "Add" from the "Add/Edit/Delete Association" field. Select "Administration" from the 'Order Event' field. Search for and select "LISINOPRIL 20 MG Tablet ORAL" from the 'Order Code' field. Select "Yes" from the 'Group with other administrations' field. Set the 'Offset' field to "0". Select "Hours" from 'Offset Units' field. Select "Every 1 Hour (Q1H)" from the 'Frequency' field. Set the 'Duration' field to "4". Select "Hours" from 'Duration Units' field. Click [Update Associations]. Select "Add" from the "Add/Edit/Delete Association" field. Select "Administration" from the 'Order Event' field. Search for and select "ALUMINUM SULFATE-CALCIUM ACETATE" in the 'Primary Name (Medication)' field. Select "Yes" from the 'Group with other administrations' field. Set the 'Offset' field to "0". Select "Hours" from 'Offset Units' field. Select "Every 1 Hour (Q1H)" from the 'Frequency' field. Set the 'Duration' field to "4". Select "Hours" from 'Duration Units' field. Click [Update Associations]. Select "Add" from the "Add/Edit/Delete Association" field. Select "Administration" from the 'Order Event' field. Select "NASAL" from the 'Route of Administration' field. Select "Yes" from the 'Group with other administrations' field. Set the 'Offset' field to "0". Select "Hours" from 'Offset Units' field. Select "Every 1 Hour (Q1H)" from the 'Frequency' field. Set the 'Duration' field to "4". Select "Hours" from 'Duration Units' field. Click [Update Associations]. Click [Submit]. Validate a message is displayed stating: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select “Client A” and access the Order Entry Console. Search for and select "LISINOPRIL 20 MG Tablet ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Click [Add to Scratchpad]. Search for and select "Aluminum Sulfate/Calcium Acetate Powder for Suspension TOPICAL APPLICATION" from the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Click [Add to Scratchpad]. Search for and select "LEADER EXTRA MOISTURIZING NASAL SPRAY 0.05 % SPRAY NASAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "app" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Freq' field. Validate the 'Route' field contains "NASAL". Set the 'Duration' field to "1" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains all three orders. Access the ‘Task List’ widget. Validate that an eMAR task with three Administrations is created under the 2100 hour. Access the ‘eMAR’ widget. Validate an order for "Aluminum Sulfate/Calcium Acetate TOPICAL APPLICATION Powder for Suspension" is displayed with hours of administration under the current date. Select the 2nd cell under the current date for the "Aluminum Sulfate/Calcium Acetate" order and click [Administer]. Validate the 'Order Acknowledgement' dialog exists and click [OK]. Validate the 'Client Education' dialog exists. Select "Yes" from the 'Education Performed' field and click [OK]. Verify the 'Administration Event' dialog exists. Validate the 'Order' field contains "Aluminum Sulfate/Calcium Acetate TOPICAL APPLICATION Powder for Suspension". Validate the 'Administration Date' field is equal to the current date. Validate the 'Administration Time' field is equal to the current time. Set the 'Administration Time' field to the start of the current hour. Set the 'Med ID' field to the NDC code for "Aluminum Sulfate/Calcium Acetate TOPICAL APPLICATION Powder for Suspension". Validate the 'Qty' field is equal to "1". Validate the 'Unit' field is equal to "Tablet". Select a successful event from the 'Administration Event' field. Click [View] from the Warning field. Override any warnings and click [Ok]. Check the 'Accept administration information entered' checkbox and click [Ok]. Validate the 2nd cell under the current date for the "Aluminum Sulfate/Calcium Acetate" order contains the "1 Tablet" and the time administered. Validate an order for "LEADER EXTRA MOISTURIZING NASAL SPRAY 0.05 % NASAL SPRAY" is displayed with hours of administration under the current date. Select the 2nd cell under the current date for the "LEADER EXTRA MOISTURIZING NASAL SPRAY 0.05 % NASAL SPRAY" order and click [Administer]. Validate the 'Order Acknowledgement' dialog exists and click [OK]. Validate the 'Client Education' dialog exists. Select "Yes" from the 'Education Performed' field and click [OK]. Verify the 'Administration Event' dialog exists. Validate the 'Order' field contains "LEADER EXTRA MOISTURIZING NASAL SPRAY 0.05 % NASAL SPRAY". Validate the 'Administration Date' field is equal to the current date. Validate the 'Administration Time' field is equal to the current time. Set the 'Administration Time' field to the start of the current hour. Set the 'Med ID' field to the NDC code for "LEADER EXTRA MOISTURIZING NASAL SPRAY 0.05 % NASAL SPRAY". Validate the 'Qty' field is equal to "1". Validate the 'Unit' field is equal to "app". Select a successful event from the 'Administration Event' field. Click [View] from the Warning field. Override any warnings and click [Ok]. Check the 'Accept administration information entered' checkbox and click [Ok]. Validate the 2nd cell under the current date for the "LEADER EXTRA MOISTURIZING NASAL SPRAY 0.05 % NASAL SPRAY" order contains the "1 app" and the time administered. Validate an order for "LISINOPRIL 20 MG ORAL Tablet" is displayed with hours of administration under the current date. Select the 2nd cell under the current date for the "LISINOPRIL 20 MG ORAL Tablet" order and click [Administer] Validate the 'Order Acknowledgement' dialog exists and click [OK]. Validate the 'Client Education' dialog exists. Select "Yes" from the 'Education Performed' field and click [OK]. Validate the 'Administration Event' dialog exists. Validate the 'Order' field contains "LISINOPRIL 20 MG ORAL Tablet". Validate the 'Administration Date' field is equal to the current date. Validate the 'Administration Time' field is equal to the current time. Set the 'Administration Time' field to the start of the current hour. Set the 'Med ID' field to the NDC code for "LISINOPRIL 20 MG ORAL Tablet". Validate the 'Qty' field is equal to "1". Validate the 'Unit' field is equal to "Tablet". Select a successful event from the 'Administration Event' field. Click [View] from the Warning field. Override any warnings and click [Ok]. Check the 'Accept administration information entered' checkbox and click [Ok]. Validate the 2nd cell under the current date for the "LISINOPRIL 20 MG ORAL Tablet" order contains the "1 Tablet" and the time administered. Access the ‘Task List’ widget. Validate that one 'Group with other Administrations' task was created and placed under the next four hours. Scenario 3: eMAR - Pre-Administration Assessments (Flowsheet) Specific Setup: Avatar CWS 2021 Update 85, Avatar eMAR 2021 Update 21, and myAvatar Client Update 3201-001 are needed in order to utilize full functionality. An 'Assessment' in the 'Flowsheet Admin' tool must have a 'Tag' added that corresponds to the 'Task Code' entered in the 'Task Definition' form. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Access the 'Task Definitions' form. Select "Add" from the 'Add/Edit Task Definition' field. Set the 'New Task Code' field to "Flowsheet". Set the 'Task Title' field to "Flowsheet Task". Select "Flowsheet" from the 'Task Action Type' field. Click [Submit]. Validate a message is displayed stating: "Task Definitions has completed. Do you wish to return to form?" and click [No]. Access the 'Task Associations' form. Select "Task Definition" from the 'Task Type' field. Select "Flowsheet Task (Flowsheet)" from the 'Task Group/Definition' field. Select "Add" from the "Add/Edit/Delete Association" field. Select "Pre-Administration" from the 'Order Event' field. Search for and select "RITALIN 5 MG TABLET ORAL" from the 'Order Code' field. Click [Update Associations]. Click [Submit]. Validate a message is displayed stating: "Task Associations has completed. Do you wish to return to form?" and click [No]. Select “Client A” and access the Order Entry Console. Search for and select "RITALIN 5 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Select "TABLET" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate 'Order grid' contains an order for "RITALIN 5 MG TABLET ORAL 1 TABLET, TWICE A DAY". Access the ‘eMAR’ widget. Validate an order for "RITALIN 5 MG ORAL TABLET" is displayed with red text in the order details stating "Right click is available for pre-administration Assessments". Right click in the 'Order Description' for the "RITALIN" order and select "Flowsheet Task". Verify the 'Flowsheet' assessment is launched in a new window. Click [X] to close the 'Flowsheet' assessment.	Topics • Avatar eMAR • eMAR
AV-73791 Summary \| Details Avatar eMAR - AOE Questions Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Order Entry Console Scenario 1: NX - OE and eMAR - AOE Question/Answer Flyover Specific Setup: Avatar OE 2021 Update 54, Avatar NX Release 2020.10.00, Avatar eMAR 2021 Update 18 and myAvatar Client Update 2513-003 or 3201-001 are required in order to utilize full functionality. An order code (Advil 200 MG TABLET) must be configured to have at least one 'AOE Question' through the 'Order Code Setup' form. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "2". Select "Tablet" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "12" and click [Days]. Click [Add to Scratchpad]. Validate the 'AOE Question' dialog displays. Answer all 'AOE Question(s)' and click [Save] and [Sign]. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET 2 TABLET, TWICE A DAY" with all AOE questions in bold text and AOE answers in un-bolded text. Select the cell for the "ADVIL" order and click [Copy]. Validate a message displays 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.)" and click [Yes]. Click [Add to Scratchpad]. Validate the "ADVIL" order in the 'ScratchPad' displays with a red "AOE!" indicator" and click [Sign]. Validate a message displays stating "There is an unanswered or unverified AOE question for 1 order." and click [OK]. Click the red "AOE!" indicator in the 'ScratchPad'. Validate the 'AOE Question' dialog displays. Answer all 'AOE Question(s)' and click [Save] and [Sign]. Validate the "ADVIL" order in the 'ScratchPad' displays with a blue "AOE" indicator" and click [Sign]. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET 2 TABLET, TWICE A DAY" with all AOE questions in bold text and AOE answers in un-bolded text. Click the 'Admission Reconciliation' tab. Validate the 'Inpatient Medications Scratchpad' contains an order for "ADVIL 200 MG ORAL TABLET 2 TABLET, TWICE A DAY" with all AOE questions in bold text and AOE answers in un-bolded text. Click the 'Discharge Reconciliation' tab. Validate the 'Inpatient Medications' contains an order for "ADVIL 200 MG ORAL TABLET 2 TABLET, TWICE A DAY" with all AOE questions in bold text and AOE answers in un-bolded text and a blue "AOE" icon. Access the 'eMAR' widget for the selected client. Validate there is a red "AOE" icon in the 'Order Details' cell for the "ADVIL" order. Hover over the 'Order Details' for the "ADVIL" order. Validate the 'AOE Question' displays in bold text and the 'AOE Answer' displays in un-bolded text.	Topics • eMAR
AV-74371 Summary \| Details Treatment Plan - saved values Scenario 1: Treatment Plan - Validate data results populated in fields after 'Event Logic' is triggered Specific Setup: Use form "Site Specific Section Modeling" to edit any "Treatment Plan" form and add "Event" logic to a field [FieldA], in any "Problem", "Objective", "Goals" or "Interventions" added to the plan. For this example, the "Objective" section has [FieldA], [FieldB], [FieldC] and [FieldD]. [FieldB], [FieldC] are set to be initially "Disabled". [FieldA], set to trigger an event that will 'Enable' fields [FieldB], [FieldC] when [ValueA] is selected Steps Open the "Treatment Plan" form Populate any required fields on the main section Click [Launch Plan] Add an "Objective" [Objective1] Validate [FieldB] and [FieldC] are disabled In [FieldA], select a value other than [ValueA] Validate [FieldB] and [FieldC] remain disabled Select any value in [FieldD] Add another "Objective" [Objective2] In [FieldA], select [ValueA] and tab out of the field Validate [FieldB] and [FieldC] are now enabled Populate [FieldB] and [FieldC] Select any value in [FieldD] Clear the value in [FieldD] (Using F5 key or manually deleting the value) Click [Return To Plan] Click [Launch Plan] Select [Objective1] for edit Validate [FieldA] is populated as expected Validate [FieldB] and [FieldC] are disabled Validate [FieldD] is populated as expected Select [Objective2] for edit Validate [FieldA] contains [ValueA] Validate fields [FieldB] and [FieldC] are populated as expected Validate [FieldD] is not populated, as expected Click [Return To Plan] Click [Submit] Open the "Treatment Plan" form and select the plan just submitted Click [Launch Plan] Repeat steps 17 thru 24 Validate results are as expected	Topics • Site Specific Section Modeling • Treatment Plan
AV-74801 Summary \| Details Treatment - Problems grid Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: App Dashboard Delete Treatment Plan OK Dialog Treatment Plan Scenario 1: Treatment Plan - Validate adding problems via the "Problems" list grid Specific Setup: [ClientA] is enrolled in an active episode Steps Open the Treatment Plan form Select [ClientA] Populate any required fields on the main form In the "Problems" grid select or add a problem [Problem1] with a status of "Active" Add or select a second problem [Problem2] with a different status, for example "Monitoring" Click [Launch Plan] Validate the treatment plan tree loads without a warning Validate both problems are listed in the grid, as expected Select [Problem1] and validate the "Status(Problem List) field equals "Active" Populate any other required fields in the "Problem" section Select [Problem2] and validate the "Status(Problem List) field equals "Monitoring" Populate any other required fields in the "Problem" section Click [Back to Plan Page] Submit the treatment plan Return to the form and select the treatment plan just submitted Click [Launch Plan] Validate all three problems are displayed Click each problem and validate fields in the problem section are populated as expected Click [Back to Plan Page] In the "Problems" grid, click "New Row" Enter the same problem entered for [Problem1] Validate a message displays blocking entry that states "Problem already exists", as expected Select the new row just attempted and click [Delete] to remove it Validate the row is deleted from the "Problems" grid In the "Problems" grid, click "New Row" again Enter a problem code other than the ones in [Problem1] or [Problem2] Validate the entry is accepted Select a status of "Active" for the problem Click [Launch Plan] Validate the treatment plan tree loads without a warning Validate all three problems are listed in grid Select the problem just added Populate any other required fields in the "Problem" section Click [Back to Plan Page] Submit the treatment plan Return to the form and select the treatment plan just submitted Click [Launch Plan] Validate all three problems are displayed and populated, as expected Close the form	Topics • Treatment Plan
AV-75349 Summary \| Details Order Entry Console (Orders This Episode section) - Addl Instructions Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Frequency Code Setup Orders This Episode Scenario 1: OE NX - Create New lab-type order where 'Addl Instructions' are required in 'Frequency Code Setup' Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. A 'Frequency Code' must exist where "Yes" is selected in the 'Require Special/Additional Instructions With This Frequency Code' field.(Frequency Code A) A lab-type order code must exist where "No" is selected in the 'Require Special/Additional Instructions' field. (Order Code A) Steps Select “Client A” and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Select 'Frequency Code A' from the 'Frequency' field. Set the 'Duration' field to "1" and click [Days]. Validate the 'Addl Instructions' field is required. Click [Add to Scratchpad]. Validate the 'Scratchpad' contains an order for "Order Code A" with a red flag in the 'Action' column. Select the order in the 'Scratchpad'. Set the 'Addl Instructions' field to any value and click [Update Order]. Validate the 'Scratchpad' contains an order for "Order Code A" with no red flag in the 'Action' column. Click [Sign]. Validate the 'Order grid' contains the order for "Order Code A" with the information entered in 'Addl Instructions'. Access the 'Frequency Code Setup' form. Search for and select "Frequency Code A" and select "No" in the 'Require Special/Additional Instructions With This Frequency Code' field. Validate that "Client A" is selected and access the Order Entry Console. Search for and select "Order Code A" in the 'New Order' field. Select "Frequency Code A" from the 'Frequency' field. Set the 'Duration' field to "1" and click [Days]. Validate the 'Addl Instructions' field is not required. Click [Add to Scratchpad]. Validate the 'Scratchpad' contains an order for "Order Code A" with no red flag in the 'Action' column and click [Sign]. Validate the first order in the 'Order grid' contains the order for "Order Code A" and the 'Addl Instructions' field contains no value, and the second row contains "Order Code A" with the information entered in 'Addl Instructions'.	Topics • Order Entry Console
AV-75370 Summary \| Details Avatar OE - Discharge Med Reconciliation Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Code Setup Order Entry Console Order Entry Console - Warning Dialog - Age/Problem Scenario 1: Avatar OE - Discharge Med Reconciliation - Client order Mismatch Specific Setup: Two clients must each have an active inpatient episode (Client A and Client B) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "Client B" must not have any active orders (Orders This Episode or Home Medications). Steps Select "Client A" and access the Order Entry Console. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "2". Select "TABLET" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "12" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET2 TABLET, TWICE A DAY". Click the 'Home Medications' tab. Search for and select "predniSONE 5 MG, Tablet, Oral" from the 'New Order' field. Set the 'Dose' field to "3". Validate the 'Dose Unit' field is equal to "Tablet". Select "TWICE A DAY" from the 'Frequency' field. Set the 'Days Supply' field to "12" and press Tab. Validate the 'Dispense Qty' field is equal to "72". Validate the 'Dispense Qty Unit' field is equal to "Tablet". Click [Add to Scratchpad]. Validate the 'Order grid' contains an order for "predniSONE 5 MG ORAL Tablet Take three (3) tablets by mouth twice a day (Refills: 0, Disp. Qty: 72 Tablet)". Click the 'Discharge Reconciliation' tab. Select the "predniSONE" order from the 'Home Medications Scratchpad (Post-Discharge)' and click [DC]. Access the 'HomeView'. Select "Client B" and access the Order Entry Console. Click the 'Discharge Reconciliation' tab. Validate no orders display for the selected client.	Topics • NX • Order Entry Console
AV-75426 Summary \| Details Enhanced Caseload Management Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Team Definition Scenario 1: Validate "Recent Clients" list - functionality Specific Setup: Avatar PM 2021 Update 118, RADplus 2021 Update 116, and myAvatar Client Update 2513-003 or 3201-001 must be installed in order to utilize full functionality. The 'RADplus->Database Management->Client Lookup->->->Enable enhanced caseload management from the 'Clients and Data' widget' registry setting must be set to the User Role associated to the user logged into the application. (HomeviewCLINICIAN) (User A) Please log out of the application and log back in after completing the above configuration. Four clients must have active episodes. (Client A) (Client B) (Client C) (Client D) "User A" must be logged into the application. Steps Search for and select “Client A” in the ‘Search Clients’ field of the ‘My Clients’ widget. Access any form within the application for “Client A”. Close the form. Validate that "Client A" is displayed under 'Recent Clients'. Right click “Client A” and select [Remove From List]. Validate that the 'Recent Clients' list does not contain "Client A". Search for and select “Client B” in the ‘Search Clients’ field of the ‘My Clients’ widget. Access any form within the application for “Client B”. Close the form. Validate that “Client B” displays in the ‘Recent Clients’ list. Search for and select “Client C” in the ‘Search Clients’ field of the ‘My Clients’ widget. Access any form within the application for “Client C”. Close the form. Validate that “Client B” and “Client C” display in the ‘Recent Clients’ list. Right click “Client B” and select [Remove From List]. Validate that “Client B” is not displayed in the ‘Recent Clients’ list. Right click “Client C” and select [Remove From List]. Validate that “Client C” is not displayed in the ‘Recent Clients’ list. Search for and select “Client D” in the ‘Search Clients’ field of the ‘My Clients’ widget. Access any form within the application for “Client D”. Close the form. Validate that “Client D” displays in the ‘Recent Clients’ list. Right click “Client D” and select [Remove From List]. Validate that “Client D” is not displayed in the ‘Recent Clients’ list. Access the ‘Admission’ form. Fill out all required fields and click [Submit]. This will be "Client E". Validate that “Client E” displays in the ‘Recent Clients’ list. Access the ‘Team Definition’ form. Set the 'Team ID' field to "PT1". Set the 'Team Description' field to "Physician Team 1". Select "Yes" In the 'Active' field. Select "Yes" in the 'Physician Team' field. Select "Yes" in the 'Team Accepts Consult Orders' field. Click [Select Users]. Select "User A" and click [OK]. Select "No" in the 'Disable Adding Clients to Caseload' field. Select "No" in the 'Use Team Finalizer as Default Supervisor for Document Routing' field. Validate the 'Team Information' field contains "User A" Select the ‘Individual Client Assignment’ section. Click [Add New Item]. Search for and select “Client E” in the ‘Client ID’ field. Select the ‘Team Definition’ section and click [File]. Validate a "Filed" message is displayed and click [OK]. Close the form. Validate that “Client E” displays in the ‘My Clients’ widget. Right click "Client E" and select [Remove From Physician Team]. Access the ‘Team Definition’ form. Click [Select Team]. Select “PT1 (Physician Team Test)” in the ‘Select one of the following’ field and click [OK]. Select the ‘Individual Client Assignment’ section. Validate that “Client E” no longer displays in the ‘Individual Client Assignment’ grid. Close the form. Scenario 2: 'My Clients' widget - Add to My Caseload, Remove From My Caseload Specific Setup: Avatar PM 2021 Update 118, RADplus 2021 Update 116, and myAvatar Client Update 2513-003 or 3201-001 must be installed in order to utilize full functionality. The 'RADplus->Database Management->Client Lookup->->->Enable enhanced caseload management from the 'Clients and Data' widget' registry setting must be set to the User Role associated to the user logged into the application. Please log out of the application and log back in after completing the above configuration. "User A" must have access to all tables. "User A" must be logged into the application. Steps Access the ‘Admission’ form. Fill out all required fields and click [Submit]. This will be "Client A" Validate that "Client A" displays in the ‘Recent Clients’ list. Right click "Client A" and select [Add to My Caseload]. Validate the ‘My Clients’ widget contains “Client A”. Right click "Client A" under 'My Clients' and select [Remove From My Caseload]. Validate that “Client A” no longer displays in the ‘My Clients’ widget. Create a report using the 'SYSTEM.radplus_caseload' table using the following fields: 'PATID', 'USERID' and 'caseload_type_CSM_value, hidden'. Filter the report by selecting "Client A's PATID" in the 'PATID' field. Validate the report contains no rows of data for "Client A". Access the ‘Team Definition’ form. Click [Select Team]. Select “PT1 (Physician Team Test)” in the ‘Select one of the following’ field and click [OK]. Select the ‘Individual Client Assignment’ section. Search for and select “Client A” in the ‘Client ID’ field. Select the ‘Team Definition’ section and click [File]. Validate a "Filed" message is displayed and click [OK]. Close the form. Validate that “Client A” does not display in the ‘My Clients’ widget. Refresh the report using the 'SYSTEM.radplus_caseload' table Validate a row is displayed for "Client A". Validate the 'caseload_type_CSM_value' field contains "Team Caseload Assignment". Validate the 'hidden' field contains "X" Right click "Client A" in 'Recent Clients' and select [Add to My Caseload]. Validate the ‘My Clients’ widget contains “Client A”. Refresh the report using the 'SYSTEM.radplus_caseload' table Validate the report contains two rows of data for "Client A". Validate the 'caseload_type_CSM_value' field contains "Individually Selected" for the new row added. Validate the 'hidden' field contains no value for both rows. Right click "Client A" and select [Remove From Physician Team]. Validate the ‘My Clients’ widget contains “Client A”. Refresh the report using the 'SYSTEM.radplus_caseload' table Validate there is only one row of data for "Client A" that has "Individually Selected" in the 'caseload_type_CSM_value' field. Right click "Client A" under 'My Clients' and select [Remove From My Caseload]. Validate that “Client A” no longer displays in the ‘My Clients’ widget. Refresh the report using the 'SYSTEM.radplus_caseload' table. Validate the report contains no rows of data for "Client A" Close the report.	Topics • Database Management • My Clients
AV-75957 Summary \| Details POC Results filed via Avatar eMAR when performing multiple administrations Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Avatar eMAR - Client Education dialog Avatar eMAR - Order Acknowledgement dialog Dictionary Update (CWS) Dynamic Form - Site Specific Section Modeling (CWS) Order Code Setup Order Entry Console - Final Review dialog Order Entry Console - Interactions dialog Order Entry Console - Warning Dialog - Dosage Range Orders This Episode POC Results Entry Configuration Site Specific Section Modeling (CWS) Scenario 1: eMAR - Administering an order and entering a Result for an order with vitals, editing the vitals and voiding the vitals Specific Setup: Avatar CWS 2021 Update 55, Avatar OE 2021 Update 50, Avatar eMAR 2021 Update 20 and myAvatar Client Update 2513-003 are required in order to utilize full functionality. The Avatar eMAR->General->Settings->->->Use separate 'Infusion Details' tab for IVs on eMAR Administration Event dialog' registry setting must be set to "Y". The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y". The 'POC Results Entry Configuration' form must have an observation defined that has a value selected in the 'Save as Vital Sign' field, a test defined that is associated with an order code and has an additional data element defined on the 'eMAR Results Entry' section of the 'POC Results Entry Configuration' form. Please log out of the application and log back in after completing the above configuration. A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Access the 'Order Code Setup' form. Select "Edit Existing Order Code' in the 'Add/Edit Order Code' field. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'Existing Order Code' field. Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field. Blood Glucose eMAR Results Entry value Weight Click [Submit] and close the form. Select "Client A" and access the Order Entry Console. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "As Needed" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Validate the 'Days Supply' field contains "1". Validate the 'Dispense Qty' field contains "1". Select "Gram" from the 'Dispense Qty Unit' field. Validate the 'Directions' field contains "Take one (1) tablet by mouth every 8 hours, as needed". Click [Add to Scratchpad]. Search for and select "CEFTRIAXONE 1 GM/50 ML SOLUTION INTRAVENOUS" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Gram". Select "AS NEEDED" from the 'Freq' field. Validate the 'Route' field contains "INTRAVENOUS". Select "IV Push" from the 'Admin Method' field. Set the 'Duration' field to "8" and click [Days]. Validate the 'Days Supply' field contains "8". Set the 'Dispense Qty' field to "8". Select "Gram" in the 'Dispense Qty Unit' field. Validate the 'Directions' field contains "Inject one (1) gram intravenously as needed". Click [Add to Scratchpad] and click [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and click [Sign]. Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "CEFTRIAXONE 1 GM/50 ML INTRAVENOUS SOLUTION". Access the 'eMAR' widget. Click the 'Click here to provide override reason' field. Validate the 'Wristband Override' dialog exists. Select "Other Reason" from the 'Please provide a reason' field. Set the 'Other Reason' field to any value. Click [OK]. Validate an order for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" is displayed with no hours of administration under the current date. Right click in the 'Order Description' for the "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" order and select "Acknowledge Order". Validate the 'Order Acknowledgement' dialog is displayed and click [OK]. Right click in the 'Order Description' for the "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" order and select "Client Education". Validate the 'Client Education' dialog is displayed. Select "Yes" in the 'Education Performed' field and click [OK]. Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date. Right click in the 'Order Description' for the "COUMADIN (WARFARIN SODIUM)" order and select "Acknowledge Order". Validate the 'Order Acknowledgement' dialog is displayed and click [OK]. Right click in the 'Order Description' for the "COUMADIN (WARFARIN SODIUM)" order and select "Client Education". Validate the 'Client Education' dialog is displayed. Select "Yes" in the 'Education Performed' field and click [OK]. Select a cell under the current date for the "CEFTRIAXONE" order and for the "COUMADIN" order and click [Administer] Validate the 'Administration Event' dialog is displayed. Set the 'Med ID' field to any value. Select a successful administration event in the 'Administration Event' field. Click [Warning - View]. Override all warnings and click [OK] Click the 'Infusion Details' tab. Set the 'Med ID' field to any value. Select a successful administration event in the 'Administration Event' field. Click [Warning - View]. Override all warnings and click [OK] Click the 'Additional Data (Administration)' tab. Set the 'Blood Glucose (mg/dL)' field to "120". Set the 'Weight (lbs/kgs)' field to "100" and select "lbs". Set the 'eMAR Results Entry' field to "75". Check the 'Accept administration information entered' check box and click [OK]. Validate the first cells under the current date for the "CEFTRIAXONE" and "COUMADIN" orders contain the amount administered and the time administered. Double click the administered cell under the current date for the "COUMADIN" order. Set the 'Result' field to "Test". Click the 'Additional Data (Results)' tab. Set the 'Blood Glucose (mg/dL)' field to "100". Set the 'Weight (lbs/kgs)' field to "99" and select "lbs". Set the 'eMAR Results Entry' field to "65". Check the 'Accept administration information entered' check box and click [OK]. Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'measured_unit', 'reading', 'reading_entry', 'reading_value', and 'vital_sign'. Filter the report by selecting "Client A's PATID" in the 'PATID' field Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that 8 rows of data are displayed. Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "120" in the 'reading_entry' field, "120 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field. Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "100" in the 'reading_entry' field, "100 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field. Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.5" in the 'reading_entry' field, "45.5 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field. Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "75" in the 'reading_entry' field, "75 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field. Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "100" in the 'reading_entry' field, "100 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field. Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "99" in the 'reading_entry' field, "99 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field. Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.0" in the 'reading_entry' field, "45.0kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field. Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "65" in the 'reading_entry' field, "65 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field. Right click the administered cell under the current date for the "COUMADIN" order and select "Edit Administration Event". Verify the 'Administration Event' dialog exists Click the 'Additional Data (Administration)' tab. Validate the 'Blood Glucose (mg/dL)' field contains "120" and change the value to "125". Validate the 'Weight (lbs/kgs)' field contains "100" and change the value to "105". Validate that "lbs" is selected. Validate the 'eMAR Results Entry' field contains "75" and change the value to "80". Click the 'Additional Data (Results)' tab. Validate the 'Blood Glucose (mg/dL)' field contains "100" and change the value to "105". Validate the 'Weight (lbs/kgs)' field contains "99" and change the value to "125". Validate that "lbs" is selected. Validate the 'eMAR Results Entry' field contains "65" and change the value to "85". Check the 'Accept administration information entered' check box and click [OK]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. Validate that 8 rows of data are displayed. Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "125" in the 'reading_entry' field, "125 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field. Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "105" in the 'reading_entry' field, "105 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field. Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "47.7" in the 'reading_entry' field, "47.7 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field. Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "80" in the 'reading_entry' field, "80 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field. Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "105" in the 'reading_entry' field, "105 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field. Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "125" in the 'reading_entry' field, "125 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field. Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "56.8" in the 'reading_entry' field, "56.8 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field. Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "85" in the 'reading_entry' field, "85 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field. Validate that "Client A" is selected and access the 'eMAR' widget. Right click the administered cell under the current date for the "COUMADIN" order and select "Void Administration Event". Validate the 'Administration Event' dialog is displayed. Select "Void Administration Event and Results" and click [Submit Void]. Validate a message is displayed stating: "Are you sure you want to void this Event and Result?" and click [Yes]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. Validate that all rows for this administration and result have been removed. Scenario 2: eMAR - Administering two orders with different values selected in the 'Additional Data Elements To Include In Avatar eMAR (Administration)' field in 'Order Code Setup'. Specific Setup: Avatar CWS 2021 Update 55, Avatar OE 2021 Update 50, Avatar eMAR 2021 Update 20 and myAvatar Client Update 2513-003 are required in order to utilize full functionality. The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y". The 'POC Results Entry Configuration' form must have an observation defined that has a value selected in the 'Save as Vital Sign' field, a test defined that is associated with an order code and has an additional data element defined on the 'eMAR Results Entry' section of the 'POC Results Entry Configuration' form. Please log out of the application and log back in after completing the above configuration. A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Access the 'Order Code Setup' form. Select "Edit Existing Order Code" in the 'Add/Edit Order Code' field. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'Existing Order Code' field. Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field. Blood Glucose eMAR Results Entry value Weight Select the following values in the 'Additional Data Elements to Require In Avatar eMAR (Administration)' field. Blood Glucose eMAR Results Entry value Weight Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Results)' field. Blood Glucose eMAR Results Entry value Weight Select the following values in the 'Additional Data Elements to Require In Avatar eMAR (Results)' field. Blood Glucose eMAR Results Entry value Weight Click [Submit] and return to the form. Search for and select "PRILOSEC 10 MG TABLET ORAL" in the 'Existing Order Code' field. Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field. Blood Pressure Heart Rate Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Results)' field. Blood Pressure Heart Rate Click [Submit] and close the form. Select "Client A" and access the Order Entry Console. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "As Needed" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Validate the 'Days Supply' field contains "1". Validate the 'Dispense Qty' field contains "1". Select "Gram" from the 'Dispense Qty Unit' field. Validate the 'Directions' field contains "Take one (1) tablet by mouth every 8 hours, as needed". Click [Add to Scratchpad]. Search for and select "PRILOSEC 10 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "AS NEEDED" from the 'Freq' field. Set the 'Duration' field to "11" and click [Days]. Validate the 'Days Supply' field contains "11". Validate the 'Dispense Qty' field contains "11". Select "Tablet" from the 'Dispense Qty Unit' field Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed". Click [Add to Scratchpad] and click [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and click [Sign]. Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "PRILOSEC 10 MG TABLET ORAL". Access the 'eMAR' widget. Click the 'Click here to provide override reason' field. Validate the 'Wristband Override' dialog exists. Select "Other Reason" from the 'Please provide a reason' field. Set the 'Other Reason' field to any value. Click [OK]. Validate an order for "PRILOSEC 10 MG TABLET ORAL" is displayed with no hours of administration under the current date. Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date. Complete 'Order Acknowledgement' and 'Client Education' for both orders. Select a cell under the current date for the "PRILOSEC" order and for the "COUMADIN" order and click [Administer]. Validate the 'Administration Event' dialog is displayed. Set the 1st 'Med ID' field to any value. Select a successful administration event in the 1st 'Administration Event' field. Click 1st [Warning - View]. Override all warnings and click [OK]. Set the 2nd 'Med ID' field to any value. Select a successful administration event in the 2nd 'Administration Event' field. Click 2nd [Warning - View]. Override all warnings and click [OK]. Click the 'Additional Data (Administration)' tab. Validate 'Blood Glucose (mg/dL)' field is required and set it to "120". Validate the 'Blood Pressure (Systolic/Diastolic - mmHG)' field is not required and set it to "125/80". Validate the 'Position' field is required and select "Standing". Validate the 'Heart Rate (bpm)' field is not required and set it to "98". Validate the 'Weight (lbs/kgs)' field is required and set to "100" and select "lbs". Validate the 'eMAR Results Entry' field is required and set to "75". Check the 'Accept administration information entered' checkbox and click [OK]. Validate the first cells under the current date for the "PRILOSEC" and "COUMADIN" orders contain the amount administered and the time administered. Double click the administered cell under the current date for the "PRILOSEC 10 MG TABLET ORAL" order. Validate the 'Results' dialog is displayed. Click the 'Additional Data (Results)' tab. Set the Result field to "Test". Validate the 'Blood Pressure (Systolic/Diastolic -mmHG)' field is not required and set to "100/ 75". Validate the 'Position' field is not required and set it to "Standing". Validate the 'Heart Rate (bpm)' field is not required and set to "100". Check the 'Accept administration information entered' checkbox and click [Ok].	Topics • Avatar eMAR
AV-76082 Summary \| Details Avatar eMAR - multiple order administration with 'Administration Date/Time' warnings Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Orders This Episode Scenario 1: eMAR - Multiple Medication Administration with 'Administration Date/Time Warnings'. Specific Setup: The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y". There must be at least 3 override codes configured in the eMAR Tabled Files '(10007) Administration Date/Time Checking Override Code' dictionary. (Override Code A, Override Code B, and Override Code C). The ‘(10006) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the eMAR Tabled Files ‘(10007) Administration Date/Time Checking Override Code’ dictionary for “Override Code A”. The ‘(10006) Require Override Text With This Override Code’ extended attribute must not contain a value in the eMAR Tabled Files ‘(10007) Administration Date/Time Checking Override Code’ dictionary for “Override Code B”. The ‘(10006) Require Override Text With This Override Code’ extended attribute must be set to “No” in the eMAR Tabled Files ‘(10007) Administration Date/Time Checking Override Code’ dictionary for “Override Code C”. There must be at least 3 override codes configured in the eMAR Tabled Files '(10005) Medication/Quantity Checking Override Code' dictionary. (Override Code D, Override Code E, and Override Code F) The ‘(10006) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the eMAR Tabled Files ‘(10005) Medication/Quantity Checking Override Code’ dictionary for “Override Code D”. The ‘(10006) Require Override Text With This Override Code’ extended attribute must not contain a value in the eMAR Tabled Files ‘(10005) Medication/Quantity Checking Override Code’ dictionary for “Override Code E”. The ‘(10006) Require Override Text With This Override Code’ extended attribute must be set to “No” in the eMAR Tabled Files ‘(10005) Medication/Quantity Checking Override Code’ dictionary for “Override Code F”. Please log out of the application and log back in after completing the above configuration. A client must have an active episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "LISINOPRIL 30 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select a frequency code that has an administration time of "12:00 PM" in the 'Freq' field. Set the 'Duration' field to "28" and click [Days]. Validate the 'Days Supply' field contains "28". Validate the 'Dispense Qty' field contains "28". Select "Tablet" from the 'Dispense Qty Unit' field. Click [Add to Scratchpad]. Search for and select "AMBIEN 10 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "Every Day" in the 'Freq' field. Click [Custom]. Validate the 'Administration Time' dialog is displayed. Set the 1st 'Scheduled Administration Times' field to "10:00 PM" and click [Save]. Set the 'Duration' field to "28" and click [Days]. Validate the 'Days Supply' field contains "28". Validate the 'Dispense Qty' field contains "28". Select "Tablet" from the 'Dispense Qty Unit' field. Click [Add to Scratchpad]. Search for and select "DIAZEPAM 5 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "Twice a Day" in the 'Freq' field. Set the 'Duration' field to "28" and click [Days]. Validate the 'Days Supply' field contains "28". Validate the 'Dispense Qty' field contains "56". Select "Tablet" from the 'Dispense Qty Unit' field. Set the 'Start Time' field to "12:00 AM". Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains an order for "LISINOPRIL", "AMBIEN" and "DIAZEPAM". Select the 'eMAR' widget. Validate an order for "AMBIEN" is displayed with a "2200" in the first cell under the current date. Validate an order for "DIAZEPAM" is displayed with a "0900" cell and a "2100" cell under the current date. Validate an order for "LISINOPRIL" is displayed with a "1200" in the first cell under the current date. Complete 'Order Acknowledgement' and 'Client Education' for all orders. Select the "2200" cell for the "AMBIEN" order. Select the "0900" cell for the "DIAZEPAM" order. Select the "1200" cell for the "LISINOPRIL" order and click [Administer]. Validate the 'Administration Event' dialog is displayed and contains 3 orders. Validate the first row contains an 'Order' for "AMBIEN 10 MG TABLET" with a 'Scheduled Date' of the current date and a 'Scheduled Time' of "2200". Set the 1st 'Med ID' field to any value and press Tab. Set the 1st 'Qty' field to a different value and press Tab. Validate the second row contains an 'Order' for "DIAZEPAM 5 MG TABLET" with a 'Scheduled Date' of the current date and a 'Scheduled Time' of "0900". Set the 2nd 'Med ID' field to any value and press Tab. Validate the third row contains an 'Order' for "LISINOPRIL 30 MG TABLET" with a 'Scheduled Date' of the current date and a 'Scheduled Time' of "1200". Validate the 3rd 'Med ID' field does not contain a value. Select a successful administration event in the 'Default Administration Event' field. Validate the value selected is displayed in the 'Administration Event' fields for all 3 orders. Validate the [Warning - View] contains a red flag for all three orders. Click the 1st [Warning - View]. Validate the 'Medication/Quantity' tab is displayed. Select "Override Code D" from the 'Override Code' field and validate the 'Override Text' field is not required. Select "Override Code E" from the 'Override Code' field and validate the 'Override Text' field is not required. Select "Override Code F" from the 'Override Code' field and validate the 'Override Text' field is required. Enter any value in the 'Override Text' field. Select the 'Administration Date/Time' tab. Select "Override Code A" from the 'Override Code' field and validate the 'Override Text' field is not required. Select "Override Code B" from the 'Override Code' field and validate the 'Override Text' field is not required. Select "Override Code C" from the 'Override Code' field and validate the 'Override Text' field is required. Enter any value in the 'Override Text' field. Click [OK]. Validate the 1st [Warning - View] contains a green check mark. Click the 2nd [Warning - View]. Validate the 'Medication/Quantity' tab is displayed. Select a value in the 'Override Code' field and enter any value in the 'Override Text' field. Select the 'Administration Date/Time' tab. Select a value in the 'Override Code' field and enter any value in the 'Override Text' field. Click [OK]. Validate the 2nd [Warning - View] contains a green check mark. Click the 3rd [Warning - View]. Validate the 'Medication/Quantity', the 'Administration Date/Time', and the 'Wristband Scan Override' tabs are displayed. Click [Cancel] Set the 3rd 'Med ID' field to the "NDC number" for the the "LISINOPRIL" order. Click the 3rd [Warning - View]. Validate the 'Medication/Quantity' tab is not displayed Validate the 'Administration Date/Time' tab is displayed. Select a value in the 'Override Code' field that requires the 'Override Text'. Validate that [OK] is disabled. Set the 'Override Text' field to any value. Validate that [OK] is enabled and click [OK]. Validate the 3rd [Warning - View] contains a green check mark. Select a different value in the 2nd 'Administration Event' field for the "DIAZEPAM" order. Validate the 1st [Warning - View] contains a green check mark. Validate the 3rd [Warning - View] contains a green check mark. Validate the 2nd [Warning - View] contains a red flag. Click [Warning - View]. Validate the 'Medication/Quantity' tab is displayed. Validate the 'Override Code' field contains the value previously selected. Validate the 'Override Text' field contains the value previously entered. Select the 'Administration Date/Time' tab. Validate the 'Override Code' and 'Override Text' fields contain no values. Select a value in the 'Override Code' field and enter any value in the 'Override Text' field. Click [OK]. Validate the 2nd [Warning - View] contains a green check mark. Check the 'Accept administration information entered' checkbox and click [OK]. Validate that the first cells under the current date contain the amount administered and the time administered for all three orders.	Topics • Avatar eMAR • Order Entry Console
AV-76131 Summary \| Details Avatar eMAR - Specimen Collection Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR widget Orders This Episode Scenario 1: eMAR multiple specimen collections - Lab Orders Specific Setup: The 'Avatar eMAR->General->Settings->->->Require client wristband scan in Avatar eMAR' registry setting must be set to "N" The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "1" Please log out of the application and log back in after completing the above configuration A client must have an active episode. (Client A) Two lab-type order codes must exist (Lab Code A and Lab Code B) Steps Select "Client A" and access the Order Entry Console. Search for and select "Lab Code A" from the 'New Order' field. Set the 'Duration' field to "12" and click [Days] and [Add to Scratchpad]. Search for and select "Lab Code B" from the 'New Order' field. Set the Duration field to "12" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Lab Code B" and "Lab Code A". Access the 'eMAR' widget for the client selected. Click the Lab Orders tab. Validate the order for "LAB CODE A" is displayed with "Specimen Collect" in the first cell under the current date. Validate the order for "LAB CODE B" is displayed with "Specimen Collect" in the first cell under the current date. Complete 'Order Acknowledgment' and 'Client Education' on both orders. Select the "Specimen Collect" cell under the current date for "Lab Code A" and "Lab Code B and click [Administer]. Verify the 'Specimen Collection' dialog exists. Populate the relevant information for each order. Check the 'Accept administration information entered' checkbox and click [OK]. Validate the first cell under the current date for "Lab Code A" and "Lab Code B" contains the time administered. Scenario 2: eMAR - Administering an "Imaging" Order Specific Setup: The 'Avatar eMAR->General->Settings->->->Require client wristband scan in Avatar eMAR' registry setting must be set to "N" The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "1" Please log out of the application and log back in after completing the above configuration An imaging-type order code must exist (Imaging Order Code A) A client must have an active episode. (Client A) Steps Select "Client A" and access the Order Entry Console. Search for and select "Imaging Order Code A" from the 'New Order' field. Set the Duration field to "2" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Imaging Order Code A". Access the 'eMAR' widget. Click the 'All Other Order Types' tab. Validate the order for "Imaging Order Code A" displays without any administration times. Complete 'Order Acknowledgment' and 'Client Education' for the "Imaging Order Code A" order. Select a cell under the current date for "Imaging Order Code A" order and click [Administer]. Verify the 'Administration Event' dialog exists. Select any successful administration event from the 'Administration Event' field. Check the 'Accept administration information entered' checkbox and click [OK]. Validate the first cell under the current date for "Imaging Order Code A" contains the time administered.	Topics • eMAR • NX
AV-76134 Summary \| Details Avatar eMAR - Client Wristband scanning Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR widget Orders This Episode Scenario 1: Avatar eMAR - Client Wristband Scan Specific Setup: Avatar eMAR 2021 Update 22 and myAvatar Client Update 3201-001 or 2513-003 are required in order to utilize full functionality. The 'Avatar eMAR->General->Settings->->->Require client wristband scan in Avatar eMAR' registry setting must be set to "Y". The 'My Clients' widget must be added to the 'eMAR' view. Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A). A barcode for "Client A" must exist. Steps Select "Client A" and access the Order Entry Console. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "2". Select "TABLET" from the 'Dose Unit' field. Select "As Needed" from the 'Freq' field. Set the 'Duration' field to "12" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET 2 TABLET, TWICE A DAY". Click the 'eMAR' tab. Validate a warning displays next to the refresh button "Scan client wristband to verify client identity or Click here to provide override reason". Validate an order for "ADVIL 200 MG ORAL TABLET" is displayed with no hours of administration under the current date. Select any cell under the current date. Validate a message is displayed stating: "Please scan client wristband to continue" and click [OK]. Click the 'Click here to provide override reason' item. Verify the 'Wristband Override' dialog is displayed. Select "Other Reason" from the 'Please provide a reason for not scanning the client wristband' field. Set the 'Other Reason' field to "Testing" and click [OK]. Verify the text displays "Client wristband scan overridden". Validate an order for "ADVIL 200 MG ORAL TABLET" is displayed with no hours of administration under the current date. Change clients via the 'My Clients' widget. Validate a message displays stating "You are navigating away from this selected client's chart. Medications selected/scanned will be lost. Do you wish to continue?" and click [No]. Click [Administer]. Verify the 'Order Acknowledgement' dialog is displayed and click [OK]. Verify the 'Client Education' dialog is displayed. Select "Yes" in the 'Education Performed' field and click [OK]. Verify the 'Administration Event' dialog is displayed. Set the 'Med ID' cell to the NDC for "ADVIL 200 MG ORAL TABLET". Select any successful administration event from the 'Administration Event' field. Click [Warning - View]. Populate all warnings. Verify the 'Wristband Scan Override' tab is displayed. Validate the 'Override Code' field is equal to "Other Reason". Validate the 'Override Text' field is equal to "Testing". Verify the 'Warning Message' is equal to "Client wristband to verify identity has not been scanned." and click [OK]. Check the 'Accept administration information entered' checkbox and click [OK]. Validate the first cell under the current date contains "2 TABLET" and the time administered for the "ADVIL" order. Change clients via the 'My Clients' widget. Select "Client A" from the 'My Clients' widget. Validate a warning displays "Scan client wristband to verify client identity or Click here to provide override reason". Scan the barcode associated to "Client A". Verify the text displays "Client identity verified". Select a cell under the current date for the "ADVIL" order and click [Administer]. If there is an existing warning click the 'Warning - View' button and validate there is not a warning for override wristband scan. If there are no warnings validate the 'Warning - View' button is disabled.	Topics • Barcode Scanning • eMAR
AV-76203 Summary \| Details Avatar eMAR - Multiple Administrations Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR widget Orders This Episode Scenario 1: eMAR Multiple Administration After Receiving a Prompt (Dose Too Close or Order Not Yet Verified by Pharmacy) Specific Setup: The 'Avatar eMAR->General->Settings->->->Prevent Administration Events For Unverified Pharmacy Orders' registry setting must be set to "4" 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. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Access the 'Frequency Code Setup' form. Select 'Edit Existing Code' from the 'Add/Edit Frequency Code' field. Search for and select "AS NEEDED (PRN)" from the 'Existing Frequency Code' field. Set the 'eMAR Dose Too Close (Days)' field to "5" and click [Submit]. Validate the message displays stating "Frequency Code Setup has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "Fish Oil 500 MG CAPSULE ORAL" from the 'New Order' field. Set the 'Dose' field to "2". Select "Capsule" from the 'Dose Unit' field. Select "AS NEEDED" from the 'Freq' field. Set the 'Duration' field to "12" and click [Days]. Click [Add to Scratchpad] and [Sign]. Search for and select "ATIVAN 1 MG TABLET ORAL (Schedule IV)" from the 'New Order' field. Set the 'Dose' field to "1". Select "TABLET" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "12" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains orders for "ATIVAN 1 MG ORAL TABLET (Schedule IV) 1 TABLET, TWICE A DAY" and "Fish Oil 500 MG ORAL CAPSULE 2 Capsule, AS NEEDED". Access the 'eMAR' widget. Validate an order for "ATIVAN 1 MG ORAL TABLET" is displayed with hours of administration under the current date. Validate an order for "Fish Oil 500 MG ORAL CAPSULE" is displayed with no hours of administration under the current date. Perform 'Client Education' and 'Order Acknowledgement' for the two orders. Select a cell under the current date for the "Fish Oil" order. Verify a message displays stating "Order not yet verified by pharmacy". Set the 'Warning' field to "test" and click [Yes]. Click [Administer]. Set the 'Med ID' field to the NDC for the "Fish Oil" order (00904-5604-13). Select any successful administration event from the 'Administration Event' field. Check the 'Accept administration information entered' checkbox and click [OK]. Select the next available cell under the current date for the "Fish Oil" order. Verify a message displays stating "Order not yet verified by pharmacy" and "The dose being administered is too close to the previously administered dose. The next dose should be administered after (5 days after the current date at the previous administration time)". Set the 'Warning' field to "test" and click [Yes]. Select a cell under the current date for the "ATIVAN" order. Verify a message displays stating "Order not yet verified by pharmacy". Set the 'Warning' field to "test" and click [Yes]. Click [Administer]. Verify the 'Administration Event' dialog exists. Set the 1st 'Med ID' field to the NDC for the "Fish Oil" order (00904-5604-13). Select any successful administration event from the 'Administration Event' field. Set the 2nd 'Med ID' field to the NDC for the "Ativan" order (00187-0064-10). Select any successful administration event from the 'Administration Event' field. If there are any warnings, click [Warning - View] and override all warnings and click [OK]. Check the 'Accept administration information entered' checkbox and click [OK]. Validate a cell for the "Ativan" order displays with "1 Tablet" and the administration time. Validate two cells under the current date for the "Fish Oil" order will contain 2 Capsule and the administration times.	Topics • eMAR
AV-76244 Summary \| Details Admission Med Reconciliation - Selecting a different client after performing actions 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 - Switching clients and ensuring the correct orders are displayed for the correct client. Specific Setup: The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'. Please log out of the application and log back in after completing the above configuration. Two clients must have active inpatient episodes. (Client A) (Client B) “Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "Client A" has the following active orders in the 'Order grid' in the Order Entry Console (Orders This Episode section) "DIAZEPAM 5 MG ORAL Tablet (Schedule IV)1 Tablet, TWICE A DAY" "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 Tablet, EVERY DAY, 10:00 PM" "LISINOPRIL 30 MG ORAL TABLET 1 Tablet, DAILY - 12:00 PM" The following active order in the Order Entry Console (Home Medications section) "Cefaclor 250 MG Capsule Oral Take one (1) capsule by mouth twice a day". "Client B" has the following active order in the 'Order grid' in the Order Entry Console (Orders This Episode section) "ATIVAN 1 MG ORAL TABLET (Schedule IV)1 Tablet, AS NEEDED". Steps Select "Client A" and access the Order Entry Console. Select the 'Admission Med Reconciliation' tab. Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "Cefaclor 250 MG ORAL Capsule Take one (1) capsule by mouth twice a day (Refills: 0, Disp. Qty: 20 Capsule)" Validate the 'Inpatient Medications Scratchpad' contains the following orders: "AMBIEN 10 MG ORAL TABLET (Schedule IV) 1 Tablet, EVERY DAY, 10:00 PM" "DIAZEPAM 5 MG ORAL Tablet (Schedule IV) 1 Tablet, TWICE A DAY" "LISINOPRIL 30 MG ORAL TABLET 1 Tablet, DAILY - 12:00 PM" Select the order from the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad]. Validate that the order for "Cefaclor" is displayed in the 'Inpatient Medications Scratchpad' with "ADD" and a red flag in the 'Action' column. Select the order and set the 'Duration' field to "10" and click [Days]. Validate the 'Days Supply' contains "10". Validate the 'Dispensed Qty' contains "20". Select "Capsule" in the 'Dispense Qty Unit' field. Click [Update Order]. Validate that the red flag in the 'Action' column is not displayed. Select the "AMBIEN 10 MG ORAL TABLET" order and click [DC]. Validate the 'Action' column for this order contains "DC". Select "Client B". Validate that the 'Client Information' widget contains information for "Client B". Validate the 'Admission Med Reconciliation' tab contains an order for "ATIVAN 1 MG ORAL TABLET (Schedule IV) 1 Tablet, AS NEEDED" in the 'Inpatient Medications Scratchpad'. Select "Client A". Validate a message is displayed stating: "New medications may have been added since you switched clients. Do you want to restart reconciliation to ensure all medication orders are up to date or continue with reconciliation in progress?" Click [No]. Validate the 'Inpatient Medications Scratchpad' contains the following: "AMBIEN 10 MG ORAL TABLET (Schedule IV) 1 Tablet, EVERY DAY, 10:00 PM" with "DC" in the 'Action' column. "DIAZEPAM 5 MG ORAL Tablet (Schedule IV) 1 Tablet, TWICE A DAY" with "CONT" in the 'Action' column. "LISINOPRIL 30 MG ORAL TABLET 1 Tablet, DAILY - 12:00 PM" with "CONT" in the 'Action' column. "CEFACLOR 250 MG CAPSULE ORAL 1 Capsule Twice a Day" with "ADD" in the 'Action' column.	Topics • Admission Med Reconciliation
AV-76541 Summary \| Details eMAR - Edit Administration Event - Witness Required Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR eMAR widget Orders This Episode Scenario 1: A Follow-Up Reminder is sent (when appropriate) after an Administration Event is edited and changed from Unsuccessful to Successful. Specific Setup: The 'Successful Administration' extended attribute off of the '(10000) Administration Event' dictionary under 'eMAR Tabled Files' must be set to "No" for "Refused". The 'Successful Administration' extended attribute off of the '(10000) Administration Event' dictionary under 'eMAR Tabled Files' must be set to "Yes" for "Nurse Administered". The 'eMAR Follow-Up Reminders' field must be set to "Yes" for two pharmacy-type order codes. This is done in the 'Order Code Setup' form. (Order Code A) (Order Code B) The 'Require Result Text on Administration Event Result' field must not contain a value selected for 'Order Code A' on the 'Order Code Setup' form. The 'Require Result Text on Administration Event Result' field must have "Yes" selected for 'Order Code B' on the 'Order Code Setup' form. Must have the 'NDC' for "Order Code A" and "Order Code B". This can be found in the 'Order Code Setup' form. A client must have an existing order for Order Code A and Order Code B. (Client A) (Order A) (Order B) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the 'eMAR' widget. Validate that "Order A" and "Order B" are displayed with no hours of administration under the current date. Complete 'Order Acknowledgement' and 'Client Education' for both orders. Double click the first cell under the current date for "Order A". Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to the "NDC" for "Order Code A" and press Tab. Select "Refused" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox and click [OK]. Validate that the first cell under the current date for "Order A" contains "Refused" and the time of the refusal with an asterisks next to the time and a thumbs down icon in the bottom left corner of the cell. Right click the cell that contains the unsuccessful administration and select "Edit Administration Event". Validate that the 'Administration Event' dialog is displayed Select "Nurse Administered" in the 'Administration Event' field and click [Submit Edit]. Validate that the cell under the current date for "Order A" contains the amount administered and the time administered with a notepad and pencil icon. Validate that a 'Follow-Up' order row was added for "Order A" with "Follow-up" in the first cell under the current date. Double click a cell under the current date for "Order B". Validate that the 'Administration Event' dialog is displayed. Set the 'Med ID' field to the "NDC" for "Order Code B" and press Tab. Select "Refused" in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox and click [OK]. Validate that the first cell under the current date for "Order B" contains "Refused" with an asterisks next to it and a thumbs down icon in the bottom left corner of the cell. Right click the cell that contains the unsuccessful administration for "Order B" and select "Administration After Initial Refusal". Validate that the 'Administration Event' dialog is displayed. Select "Nurse Administered" in the 'Administration Event' field and click [Submit Edit]. Validate that the cell under the current date for "Order B" contains the amount administered and the time administered with an up arrow icon. Validate that a 'Follow-Up' order row was added for "Order B" with "Follow-up" in the first cell under the current date. Double click the "Follow-up" cell for 'Order A'. Validate that the 'Administration Record - Results' dialog is displayed. Validate that the 'Result' field is required and enabled. Set the 'Result' field to any value. Validate that the 'Result Observed By' field is required, enabled and contains the username of the user who is logged into the application. Validate that the 'Result Date' field is required, enabled and contains the current date. Validate that the 'Result Time' field is required, enabled and contains the time the 'Result' is entered. Validate that the 'Result - Entered By' field is not required, disabled and contains the username of the person that is entering the 'Result'. Validate that the 'Result - Entered On' field is not required, disabled and contains the current date and time. Check the 'Accept administration information entered' checkbox and click [OK]. Validate that there is no longer a "Follow-up" order for "Order A". Double click the "Follow-up" cell for "Order B". Validate that the 'Administration Record - Results' dialog is displayed. Validate that the 'Result' field is required and enabled. Set the 'Result' field to any value. Validate that the 'Result Observed By' field is required, enabled and contains the username of the user who is logged into the application. Validate that the 'Result Date' field is required, enabled and contains the current date. Validate that the 'Result Time' field is required, enabled and contains the time the 'Result' is entered. Validate that the 'Result - Entered By' field is not required, disabled and contains the username of the person that is entering the 'Result'. Validate that the 'Result - Entered On' field is not required, disabled and contains the current date and time. Check the 'Accept administration information entered' checkbox and click [OK]. Validate that there is no longer a "Follow-up" order for "Order B". Scenario 2: eMAR - Edit Administration Event - Witness Required Specific Setup: Two users must exist in the application. (User A) (User B) A pharmacy-type order code (Order A) must be configured to require a witness in Avatar eMAR in the 'Order Code Setup' form A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "User A" must be logged into the application. Steps Select "Client A" and access the Order Entry Console. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "2". Select "Tablet" from the 'Dose Unit' field. Select "Daily" from the 'Freq' field. Set the 'Duration' field to "48" and click [Hours]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET2 Tablet, DAILY". Access the 'eMAR' widget. Validate an order for "ADVIL 200 MG TABLET ORAL" is displayed with "*WITNESS REQUIRED*" in red font and no hours of administration under the current date. Perform 'Order Acknowledgement' and 'Client Education' for the "ADVIL" order. Select a cell under the current date for the "ADVIL" order and click [Administer]. Set the 'Med ID' cell to the NDC of the "ADVIL" order (00573-0151-10). Validate the 'Qty' cell is equal to "2". Validate the 'Unit' cell is equal to "Tablet". Select any successful administration event in the 'Administration Event' field. Set the 'Witnessed By' field to a username that is not the logged in user "User B" and press Tab. Set the 'Password' field to the password for the above mentioned user. Check the 'Accept administration information entered' checkbox and click [OK]. Validate that the first cell under the current date for the "ADVIL" order contains the amount given and the time administered. Right click on the administered cell for the "ADVIL" order and select "Edit Administration Event". Set the 'Witnessed By' field to "User B" and press Tab. Set the 'Password' field to the password for the above mentioned user and click [Submit Edit]. Validate "2 Tablet" and the administration time with an 'Edit' icon displays for the first cell under the current date for the "ADVIL" order.	Topics • Avatar eMAR • eMAR • Witness
AV-76667 Summary \| Details Avatar eMAR - Administering multiple orders when when 'Incremental Scanning' is not enabled. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Administration Record - Administration Event Avatar eMAR Scenario 1: eMAR - Scan multiple medication barcodes and do multiple administrations with 'Enable Incremental Scanning' set to "0" Specific Setup: The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "0". The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3". Please log out and log back in after completing the above configuration. A client must have an active episode. (Client A) "Client A" must have the following active orders: "FISH OIL 1000 MG "CAPSULE, LIQUID FILLED" ORAL 2 Tablet Twice a Day" "GEODON (ZIPRASIDONE HYDROCHLORIDE) 60 MG CAPSULE ORAL 1 Capsule As Needed" "VITAMIN B12 1000 MCG TABLET ORAL 1 capsule Daily" Barcodes must exit for the orders above. Steps Select "Client A" and access the 'eMAR' widget. Validate that an order for "FISH OIL 1000 MG ORAL CAPSULE, LIQUID FILLED" is displayed with no hours of administration under the current date. Validate that an order for "GEODON (ZIPRASIDONE HYROCHLORIDE) 60 MG ORAL CAPSULE" is displayed with no hours of administration under the current date. Validate that an order for "VITAMIN B12 1000 MCG ORAL TABLET" is displayed with no hours of administration under the current date. Check the 'Enable multiple administration selection' checkbox. Scan the "FISH OIL" barcode and validate that the first cell under the current date is highlighted. Scan the "GEODON' barcode and validate that the first cell under the current date is highlighted. Scan the "VITAMIN B12" barcode and validate that the first cell under the current date is highlighted. Validate that [Administer] contains (3). Click [Administer]. Validate the 'Administration Event' dialog is displayed. Validate that an order for "FISH OIL", "GEODON", and "VITAMIN B12" orders are displayed. Validate that the 'Med ID' for each order is displayed. Validate that the 'Qty' field contains "1" and the 'Unit' field contains "Capsule" for the "FISH OIL" order. Validate that the 'Qty' field contains "1" and the 'Unit' field contains "Tablet" for the "GEODON" order. Validate that the 'Qty' field contains "1" and the 'Unit' field contains "Tablet" for the "VITAMIN B12" order. Select a successful administration event in the 'Default Administration Event' field. Check the 'Accept administration Validate that the first cell under the current date for all orders contains the amount administered and the time administered. Scenario 2: Incremental Scanning - Administration - external pharmacy mode - No Fill Details - Enable Incremental Scanning/Defaulting Medication Quantity' must be set to "2" Specific Setup: The [Create/Update Order Codes] in the 'Order Code Load/Update Utility Via Micromedex Red Book Database' form must be clicked prior to using this functionality in order for optimum use. The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' must be set to "2" after the Order Code Load. The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3". A client must have an active episode where the program or unit is set up in the 'External Pharmacy Setup' form. (Client A) Client A must have two active orders for "FUROSEMIDE 20 MG TABLET ORAL". One must have "Give: 1 Tablet DAILY" and the other must have "Give: 20 MG DAILY". Both orders for "FUROSEMIDE 20 MG TABLET ORAL" have had both Order Acknowledgment and Client Education completed. No Fill Details for both orders. Must have a barcode for FUROSEMIDE 20 MG TABLET ORAL. Steps Select "Client A" and access the 'eMAR' widget. Validate that the 'Administration Date' field contains the current date. Validate that the 'Enable Multiple Administration Selection' checkbox is disabled and checked. Validate that the following orders are displayed: "FUROSEMIDE 20 MG ORAL TABLET - Give: 1 Tablet DAILY" with no hours of administration under the current date. "FUROSEMIDE 20 MG ORAL TABLET - Give: 20 Milligram DAILY" with no hours of administration under the current date. Scan the barcode for "FUROSEMIDE 20 MG TABLET ORAL". Validate that an 'Order Selection' dialog is displayed and contains: The system identified 2 orders that match the selected medication. Please select the order and administration time by double-clicking on the appropriate cell. Double Click a cell under the current date for the "FUROSEMIDE 20 MG ORAL TABLET Give: 1 Tablet DAILY" order. Validate that the cell selected contains a yellow highlight and "1 / 1 Tablet" in black font. Scan the barcode for "FUROSEMIDE 20 MG TABLET ORAL". Validate that an 'Order Selection' dialog is displayed and contains: The system identified 2 orders that match the selected medication. Please select the order and administration time by double-clicking on the appropriate cell. Double Click a cell under the current date for the "FUROSEMIDE 20 MG ORAL TABLET Give: 20 Milligram DAILY" order. Validate that the cell selected contains a yellow highlight and "20 / 20 Milligram" in black font. Scan the barcode for "FUROSEMIDE 20 MG TABLET ORAL". Validate that an 'Order Selection' dialog is displayed and contains: The system identified 2 orders that match the selected medication. Please select the order and administration time by double-clicking on the appropriate cell. Double Click the cell under the current date with "20 / 20 Milligram"and the yellow highlight for the "FUROSEMIDE 20 MG ORAL TABLET Give: 20 Milligram DAILY" order. Validate that an 'Error' message is displayed that contains: Total dose scanned exceeds ordered dose for FUROSEMIDE 20 MG TABLET (Order #: 3586). Do you wish to continue with the selection? Click [Cancel] Validate that the cell under the current date for the "FUROSEMIDE 20 MG ORAL TABLET Give: 1 Tablet DAILY" order contains a yellow highlight and "1 / 1 Tablet" in black font. Validate that the cell under the current date for the "FUROSEMIDE 20 MG ORAL TABLET Give: 20 Milligram DAILY" order contains a yellow highlight and "20 / 20 Milligram" in black font. Click [Administer]. Validate that the 'Administration Event' dialog is displayed. Validate that there are two rows. Validate the 'Order' cell for both rows contain "FUROSEMIDE 20 MG TABLET". Validate the 'Scheduled Date' cell for both rows contain the current date. Validate the 'Scheduled Time' cell for both rows contain "N/A" because the orders had no scheduled administration times. Validate the 'Med ID' cell for both rows contain "55154-5539-00". Validate the 'Qty' cell for the first row contains "1". Validate the 'Unit' cell for the first row contains "TABLET". Validate the 'Qty' cell for the second row contains "20". Validate the 'Unit' cell for the second row contains "MILLIGRAM" Select "Nurse Administered" in the 'Default Administration Event' field. Check the 'Accept administration information entered' checkbox and click [Ok]. Validate that the cell for the "FUROSEMIDE 20 MG ORAL TABLET Give: 1 Tablet DAILY" order contains 1 TABLET and the time administered. Validate that the cell for the "FUROSEMIDE 20 MG ORAL TABLET Give: 20 Milligram DAILY" order contains 20 MILLIGRAM and the time administered. Scenario 3: eMAR - Scan multiple medication barcodes and do multiple administrations with 'Enable Incremental Scanning' set to no value Specific Setup: The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "0". Please log out and log back in after completing the above configuration. A client must have an active episode. (Client A) "Client A" must have the following active orders: "FISH OIL 1000 MG CAPSULE, LIQUID FILLED ORAL 1 Capsule Daily" "GEODON (ZIPRASIDONE HYDROCHLORIDE) 60 MG CAPSULE ORAL 1 Capsule As Needed" "VITAMIN B12 1000 MCG TABLET ORAL 1 Tablet Daily" Barcodes must exit for the orders above. Steps Select "Client A" and access the 'eMAR' widget. Validate that an order for "FISH OIL 1000 MG ORAL CAPSULE, LIQUID FILLED 1 Capsule Daily" is displayed with no hours of administration under the current date. Validate that an order for "GEODON (ZIPRASIDONE HYROCHLORIDE) 60 MG ORAL CAPSULE 1 Capsule As Needed" is displayed with no hours of administration under the current date. Validate that an order for "VITAMIN B12 1000 MCG ORAL TABLET 1 Tablet Daily" is displayed with no hours of administration under the current date. Check the 'Enable multiple administration selection' checkbox. Scan the "FISH OIL" barcode and validate that the first cell under the current date is highlighted. Scan the "GEODON' barcode and validate that the first cell under the current date is highlighted. Scan the "VITAMIN B12" barcode and validate that the first cell under the current date is highlighted. Validate that [Administer] contains (3). Click [Administer]. Validate the 'Administration Event' dialog is displayed. Validate that an order for "FISH OIL", "GEODON", and "VITAMIN B12" orders are displayed. Validate that the 'Med ID' for each order is displayed. Validate that the 'Qty' field contains "1" and the 'Unit' field contains "Capsule" for the "FISH OIL" order. Validate that the 'Qty' field contains "1" and the 'Unit' field contains "Capsule" for the "GEODON" order. Validate that the 'Qty' field contains "1" and the 'Unit' field contains "Tablet" for the "VITAMIN B12" order. Select a successful administration event in the 'Default Administration Event' field. Check the 'Accept administration Validate that the first cell under the current date for all orders contains the amount administered and the time administered.	Topics • Avatar eMAR • eMAR
AV-76749 Summary \| Details Avatar eMAR - Administering a single order when 'Incremental Scanning' is not enabled. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Scenario 1: eMAR - Scan barcode to populate Med ID field with 'Enable Incremental Scanning' set to "0". Specific Setup: The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "0". The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3". Please log out and log back in after completing the above configuration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "Client A" has an active order for "ADDERALL 10 MG TABLET ORAL 1 Tablet AS NEEDED". A barcode must exist for "ADDERALL 10 MG TABLET ORAL". Steps Select "Client A" and access the 'eMAR' widget. Validate an order for "Adderall 10 MG ORAL TABLET" with no hours of administration under the current date. Complete the 'Order Acknowledgement' and 'Client Education' for the "Adderall" order. Ensure the 'Enable multiple administration selection' checkbox is not checked. Scan the barcode for "Adderall 10 MG ORAL TABLET". Validate the 'Administration Event' dialog is displayed. Validate the 'Order' field contains "Adderall 10 MG Tablet". Validate the 'Med ID' field contains the "NDC" for the barcode scanned. Validate the 'Qty' field contains "1". Validate the 'Unit' field contains "Tablet". Click [Cancel]. Check the 'Enable multiple administration selection' checkbox . Scan the barcode for "Adderall 10 MG ORAL TABLET". Validate the first cell under the current date is highlighted for the "Adderall" order. Validate that [Administer] contains "(1)". Click [Administer]. Validate the 'Administration Event' dialog is displayed. Validate the 'Order' field contains "Adderall 10 MG Tablet". Validate the 'Med ID' field contains the "NDC" for the barcode scanned. Validate the 'Qty' field contains "1". Validate the 'Unit' field contains "Tablet". Select any successful administration in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox and click [OK]. Validate the first cell under the current date contains the amount administered and the time administered for the "Adderall" order. Scenario 2: eMAR - Scan barcode to populate Med ID field with 'Enable Incremental Scanning' set to no value. Specific Setup: The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "0". The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3". Please log out and log back in after completing the above configuration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "Client A" has an active order for "ADDERALL 10 MG TABLET ORAL 1 Tablet AS NEEDED". A barcode must exist for "ADDERALL 10 MG TABLET ORAL". Steps Select "Client A" and access the 'eMAR' widget. Validate an order for "Adderall 10 MG ORAL TABLET" with no hours of administration under the current date. Complete the 'Order Acknowledgement' and 'Client Education' for the "Adderall" order. Ensure the 'Enable multiple administration selection' checkbox is not checked. Scan the barcode for "Adderall 10 MG ORAL TABLET". Validate the 'Administration Event' dialog is displayed. Validate the 'Order' field contains "Adderall 10 MG Tablet". Validate the 'Med ID' field contains the "NDC" for the barcode scanned. Validate the 'Qty' field contains "1". Validate the 'Unit' field contains "Tablet". Click [Cancel]. Check the 'Enable multiple administration selection' checkbox. Scan the barcode for "Adderall 10 MG ORAL TABLET". Validate the first cell under the current date is highlighted for the "Adderall" order. Validate that [Administer] contains "(1)". Click [Administer]. Validate the 'Administration Event' dialog is displayed. Validate the 'Order' field contains "Adderall 10 MG Tablet". Validate the 'Med ID' field contains the "NDC" for the barcode scanned. Validate the 'Qty' field contains "1". Validate the 'Unit' field contains "Tablet". Select any successful administration in the 'Administration Event' field. Check the 'Accept administration information entered' checkbox and click [OK]. Validate the first cell under the current date contains the amount administered and the time administered for the "Adderall" order.	Topics • Avatar eMAR • Barcode Scanning • eMAR
AV-77154 Summary \| Details eMAR - editing an administration event Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Avatar eMAR - Client Education dialog Avatar eMAR - Order Acknowledgement dialog Dictionary Update (CWS) Dynamic Form - Site Specific Section Modeling (CWS) Order Code Setup Order Entry Console - Final Review dialog Order Entry Console - Interactions dialog Order Entry Console - Warning Dialog - Dosage Range Orders This Episode POC Results Entry Configuration Site Specific Section Modeling (CWS) Scenario 1: eMAR - Administering an order and entering a Result for an order with vitals, editing the vitals and voiding the vitals Specific Setup: Avatar CWS 2021 Update 55, Avatar OE 2021 Update 50, Avatar eMAR 2021 Update 20 and myAvatar Client Update 2513-003 are required in order to utilize full functionality. The Avatar eMAR->General->Settings->->->Use separate 'Infusion Details' tab for IVs on eMAR Administration Event dialog' registry setting must be set to "Y". The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y". The 'POC Results Entry Configuration' form must have an observation defined that has a value selected in the 'Save as Vital Sign' field, a test defined that is associated with an order code and has an additional data element defined on the 'eMAR Results Entry' section of the 'POC Results Entry Configuration' form. Please log out of the application and log back in after completing the above configuration. A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Access the 'Order Code Setup' form. Select "Edit Existing Order Code' in the 'Add/Edit Order Code' field. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'Existing Order Code' field. Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field. Blood Glucose eMAR Results Entry value Weight Click [Submit] and close the form. Select "Client A" and access the Order Entry Console. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "As Needed" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Validate the 'Days Supply' field contains "1". Validate the 'Dispense Qty' field contains "1". Select "Gram" from the 'Dispense Qty Unit' field. Validate the 'Directions' field contains "Take one (1) tablet by mouth every 8 hours, as needed". Click [Add to Scratchpad]. Search for and select "CEFTRIAXONE 1 GM/50 ML SOLUTION INTRAVENOUS" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Gram". Select "AS NEEDED" from the 'Freq' field. Validate the 'Route' field contains "INTRAVENOUS". Select "IV Push" from the 'Admin Method' field. Set the 'Duration' field to "8" and click [Days]. Validate the 'Days Supply' field contains "8". Set the 'Dispense Qty' field to "8". Select "Gram" in the 'Dispense Qty Unit' field. Validate the 'Directions' field contains "Inject one (1) gram intravenously as needed". Click [Add to Scratchpad] and click [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and click [Sign]. Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "CEFTRIAXONE 1 GM/50 ML INTRAVENOUS SOLUTION". Access the 'eMAR' widget. Click the 'Click here to provide override reason' field. Validate the 'Wristband Override' dialog exists. Select "Other Reason" from the 'Please provide a reason' field. Set the 'Other Reason' field to any value. Click [OK]. Validate an order for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" is displayed with no hours of administration under the current date. Right click in the 'Order Description' for the "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" order and select "Acknowledge Order". Validate the 'Order Acknowledgement' dialog is displayed and click [OK]. Right click in the 'Order Description' for the "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" order and select "Client Education". Validate the 'Client Education' dialog is displayed. Select "Yes" in the 'Education Performed' field and click [OK]. Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date. Right click in the 'Order Description' for the "COUMADIN (WARFARIN SODIUM)" order and select "Acknowledge Order". Validate the 'Order Acknowledgement' dialog is displayed and click [OK]. Right click in the 'Order Description' for the "COUMADIN (WARFARIN SODIUM)" order and select "Client Education". Validate the 'Client Education' dialog is displayed. Select "Yes" in the 'Education Performed' field and click [OK]. Select a cell under the current date for the "CEFTRIAXONE" order and for the "COUMADIN" order and click [Administer] Validate the 'Administration Event' dialog is displayed. Set the 'Med ID' field to any value. Select a successful administration event in the 'Administration Event' field. Click [Warning - View]. Override all warnings and click [OK] Click the 'Infusion Details' tab. Set the 'Med ID' field to any value. Select a successful administration event in the 'Administration Event' field. Click [Warning - View]. Override all warnings and click [OK] Click the 'Additional Data (Administration)' tab. Set the 'Blood Glucose (mg/dL)' field to "120". Set the 'Weight (lbs/kgs)' field to "100" and select "lbs". Set the 'eMAR Results Entry' field to "75". Check the 'Accept administration information entered' check box and click [OK]. Validate the first cells under the current date for the "CEFTRIAXONE" and "COUMADIN" orders contain the amount administered and the time administered. Double click the administered cell under the current date for the "COUMADIN" order. Set the 'Result' field to "Test". Click the 'Additional Data (Results)' tab. Set the 'Blood Glucose (mg/dL)' field to "100". Set the 'Weight (lbs/kgs)' field to "99" and select "lbs". Set the 'eMAR Results Entry' field to "65". Check the 'Accept administration information entered' check box and click [OK]. Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'measured_unit', 'reading', 'reading_entry', 'reading_value', and 'vital_sign'. Filter the report by selecting "Client A's PATID" in the 'PATID' field Filter the report a second time by selecting the current date in the 'data_entry_date' field. Validate that 8 rows of data are displayed. Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "120" in the 'reading_entry' field, "120 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field. Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "100" in the 'reading_entry' field, "100 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field. Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.5" in the 'reading_entry' field, "45.5 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field. Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "75" in the 'reading_entry' field, "75 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field. Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "100" in the 'reading_entry' field, "100 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field. Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "99" in the 'reading_entry' field, "99 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field. Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "45.0" in the 'reading_entry' field, "45.0kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field. Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "65" in the 'reading_entry' field, "65 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field. Right click the administered cell under the current date for the "COUMADIN" order and select "Edit Administration Event". Verify the 'Administration Event' dialog exists Click the 'Additional Data (Administration)' tab. Validate the 'Blood Glucose (mg/dL)' field contains "120" and change the value to "125". Validate the 'Weight (lbs/kgs)' field contains "100" and change the value to "105". Validate that "lbs" is selected. Validate the 'eMAR Results Entry' field contains "75" and change the value to "80". Click the 'Additional Data (Results)' tab. Validate the 'Blood Glucose (mg/dL)' field contains "100" and change the value to "105". Validate the 'Weight (lbs/kgs)' field contains "99" and change the value to "125". Validate that "lbs" is selected. Validate the 'eMAR Results Entry' field contains "65" and change the value to "85". Check the 'Accept administration information entered' check box and click [OK]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. Validate that 8 rows of data are displayed. Validate that row 1 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "125" in the 'reading_entry' field, "125 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field. Validate that row 2 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "105" in the 'reading_entry' field, "105 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field. Validate that row 3 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "47.7" in the 'reading_entry' field, "47.7 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field. Validate that row 4 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "80" in the 'reading_entry' field, "80 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field. Validate that row 5 contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "105" in the 'reading_entry' field, "105 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field. Validate that row 6 contains "lbs" in the 'measured_unit' field, "WtLb" in the 'reading' field, "125" in the 'reading_entry' field, "125 lbs" in the 'reading_value' field and "Weight (lbs)" in the 'vital_sign' field. Validate that row 7 contains "kgs" in the 'measured_unit' field, "WtKg" in the 'reading' field, "56.8" in the 'reading_entry' field, "56.8 kgs" in the 'reading_value' field and "Weight (kgs)" in the 'vital_sign' field. Validate that row 8 contains "mg" in the 'measured_unit' field, "SSVI6" in the 'reading' field, "85" in the 'reading_entry' field, "85 mg" in the 'reading_value' field and "SS Vital Signs Integer 1" in the 'vital_sign' field. Validate that "Client A" is selected and access the 'eMAR' widget. Right click the administered cell under the current date for the "COUMADIN" order and select "Void Administration Event". Validate the 'Administration Event' dialog is displayed. Select "Void Administration Event and Results" and click [Submit Void]. Validate a message is displayed stating: "Are you sure you want to void this Event and Result?" and click [Yes]. Refresh the report created using the 'SYSTEM.cw_vital_signs' table. Validate that all rows for this administration and result have been removed.	Topics • Avatar eMAR