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RADplus Client Update 2513-005 Acceptance Tests

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AV-78519 Summary | Details
Order Entry Console (Orders This Episode section) - interval frequency code for non-pharmacy type and non-lab 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: Lab Orders - Interval Orders
Specific Setup:
  • An interval frequency code must exist. (Frequency 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
  1. Access the Order Entry Console for any client.
  2. Set the 'New Order' field to any Lab type order code.
  3. Select "Frequency Code A" from the 'Freq' field.
  4. Validate the 'First Collect - Date' field is equal to the current date.
  5. Validate the 'First Collect - Time' field is equal to the current time.
  6. Set the 'Duration' field to "2" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains the lab order created.
Scenario 2: OE NX - Orders This Episode - X-Ray - New, Copy, Modify, Print and Discontinue
Specific Setup:
  • An order type with an 'Order Type Category' of "X-ray" must exist. (X-ray)
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "X-ray" in the 'New Order' field.
  3. Select "Every 4 Hours" from the 'Frequency' field.
  4. Set the 'Duration' field to "1" and click [Days].
  5. Click [Add to Scratchpad] and [Sign].
  6. Validate the "X-ray" order is displayed in the 'Order grid'.
  7. Select the order and click [Copy].
  8. Validate a message is displayed stating "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [Yes].
  9. Click [Add to Scratchpad].
  10. Validate the 'Scratchpad' contains the "X-Ray" order and does not contain a red flag.
  11. Click [Sign].
  12. Validate the 'Interactions' dialog is displayed.
  13. Override the interaction and click [Save Override and Exit].
  14. Validate that there are two "X-ray" orders in the 'Order grid'.
  15. Select the first "X-ray" order and click [Modify].
  16. Set the 'Start Date' field to yesterday's date.
  17. Set the 'Addl Instructions' field to any value.
  18. Click [Add to Scratchpad].
  19. Validate the 'Scratchpad' contains the "X-Ray" order and does not contain a red flag.
  20. Click [Sign].
  21. Validate the 'Interactions' dialog is displayed.
  22. Override the interaction and click [Save Override and Exit].
  23. Validate a new "X-ray" order is displayed in the 'Order grid'.
  24. Select the first "X-ray" order and click [Print].
  25. Validate that the 'Order Detail Report' is displayed and contains all information pertaining to the order.
  26. Close the report.
  27. Select both orders in the 'Order grid' and click [D/C].
  28. Click [Add to Scratchpad] and [Sign].
  29. Validate that the 'Order grid' does not contain any orders.
Topics
• NX • Order Entry Console
AV-78756 Summary | Details
Console Widget Viewer- Signature images
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Console Widget Viewer
Scenario 1: Validate data displayed in the "Console Widget Viewer" widget
Specific Setup:
  • Have registry setting "Enable Console Widgets/Views" is set to "Y"
  • Have a form [FormA], that contains a "Signature" field.
  • Have a console widget [WidgetA], created for [FormA] in form "Console Widget Configuration"
  • Have [WidgetA] and the "Console Widget Viewer" widget placed on the home view a user [UserA]
  • Log in as [UserA]
Steps
  1. Select any client [ClientA]
  2. Open [FormA]
  3. In the "Signature" field, click to [Sign] button
  4. Populate the field with a signature
  5. Click [OK]
  6. Note the display of the signature image in the field
  7. Populate any other desired fields on the form
  8. Submit the form
  9. Validate the form files successfully
  10. On the home view, navigate to [WidgetA]
  11. Click the [View] button for the row filed in step 2
  12. Validate the signature field is displayed clearly and the signature matches the image noted in step 2
  13. Validate all other fields are populated as expected
  14. Click the [Print] button
  15. Choose to print to a printer or to "PDF" and click [OK]
  16. Validate the signature field in the "Console Widget Viewer" is still displayed clearly and the signature matches the image noted in step 2
  17. Retrieve the printed document or open the "PDF"
  18. Validate the signature field is displayed clearly on the document the signature matches the image noted in step 2
  19. Validate all other fields are populated as expected
Topics
• Console Widget • NX
AV-78758 Summary | Details
Avatar eMAR - Blood Glucose
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Orders This Episode
  • Vitals Entry
  • Order Code Setup
Scenario 1: Time Window for Selection of Previously Entered Blood Glucose Results in eMAR with The 'Allow Selection of Previously Entered Blood Glucose Results in eMAR' = "V"
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
  • The 'Time Window for Selection of Previously Entered Blood Glucose Results in eMAR' registry setting must be set to "15".
  • The 'Allow Selection of Previously Entered Blood Glucose Results in eMAR' registry setting must be set to "V".
  • Please log out and log back in after completing the configuration above.
  • “Client A” must have the following values entered for 'Blood Glucose' in the ‘Vitals Entry’ form.
  • "251 mg/dL"
  • "177 mg/dL"
  • 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
  • Must have the 'NDC' for "HUMALOG (INSULIN LISPRO) 100 UNITS/1 ML SOLUTION SUBCUTANEOUS". (00002-7516-59)
  • A Sliding Scale Insulin Template must be defined in the application. (High Blood Sugar)
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Set the 'Date' field to current date.
  3. Set the 'Time' field to 30 minutes in the past.
  4. Set the 'Blood Glucose' field to "251".
  5. Click [Submit].
  6. Validate that a message is displayed stating "Submitting has completed. Do you wish to return to form?" and click [No].
  7. Validate that "Client A" is selected and access the Order Entry Console.
  8. Search for and select "HUMALOG (INSULIN LISPRO) 100 UNITS/1 ML SOLUTION SUBCUTANEOUS" in the 'New Order' field.
  9. Click [Sliding Scale Instructions].
  10. Set the 'Template' field to "High Blood Sugar (HBS)".
  11. Click [Save].
  12. Select any value without administration times in the 'Freq' field.
  13. Set the 'Duration' field to "7" and click [Days].
  14. Set the 'Dispense Qty' field to 28".
  15. Set the 'Dispense Quantity Unit' field to "Pen Needle".
  16. Click [Add to Scratchpad], [Final Review] and [Sign].
  17. Validate the 'Order grid' contains and order for "HUMALOG (INSULIN LISPRO) 100 UNITS/1 ML SOLUTION SUBCUTANEOUS".
  18. Access the 'eMAR widget'.
  19. Click the 'Click here to provider override reason' link.
  20. Validate the 'Wristband Scan Override' dialog is displayed.
  21. Select "Other Reason" in the 'Please provide a reason for not scanning the patient wristband' field.
  22. Set the 'Other Reason' field to any value and click [OK].
  23. Validate that an order for "HUMALOG (INSULIN LISPRO) 100 UNITS/1 ML SOLUTION SUBCUTANEOUS" is displayed on the 'Medications' tab with no hours of administration under the current date.
  24. Double click the first cell under the current date.
  25. Validate the 'Order Acknowledgement' dialog exists and click [OK].
  26. Validate the 'Client Education' dialog exists.
  27. Select "Yes" from the 'Education Performed' field and click [OK].
  28. Click [SSI].
  29. Validate the 'Sliding Scale Insulin' dialog is displayed.
  30. Validate the 'Blood Glucose' selection field does not contain a value.
  31. Click [Cancel].
  32. Click [Cancel] on the 'Administration Event' dialog.
  33. Access the 'Vitals Entry' form for "Client A".
  34. Set the 'Date' field to the current date.
  35. Set the 'Time' field to the current time
  36. Set the 'Blood Glucose' field to "251".
  37. Click [Submit].
  38. Validate that a message is displayed stating "Submitting has completed. Do you wish to return to form?" and click [Yes].
  39. Set the 'Date' field to the current date.
  40. Set the 'Time' field to the current time
  41. Set the 'Blood Glucose' field to "177".
  42. Click [Submit].
  43. Validate that a message is displayed stating "Submitting has completed. Do you wish to return to form?" and click [No].
  44. Select "Client A" and select the 'eMAR' widget.
  45. Click the 'Click here to provider override reason' link.
  46. Validate the 'Wristband Scan Override' dialog is displayed.
  47. Select "Other Reason" in the 'Please provide a reason for not scanning the patient wristband' field.
  48. Set the 'Other Reason' field to any value and click [OK].
  49. Validate that the order for "HUMALOG (INSULIN LISPRO) 100 UNITS/1 ML SOLUTION SUBCUTANEOUS" is displayed.
  50. Double Click the first cell under the current date.
  51. Set the Med ID cell to "00002-7516-59".
  52. Click [SSI].
  53. Validate the 'Sliding Scale Insulin' dialog is displayed.
  54. Select "251 mg/dl" from the 'Blood Glucose' selection field.
  55. Validate the 'Blood Glucose (mg/dL)' text field contains"251'".
  56. Validate that a value is highlighted yellow.
  57. Click [Select Dose].
  58. Validate that the 'Qty' field contains the value that was highlighted yellow.
  59. Validate that the 'Unit' field contains "Unit".
  60. Select any successful administration from the 'Administration Event' field.
  61. Click the 'Additional Date (Administration)' tab.
  62. Validate the 'Blood Glucose (mg/dl)' field contains "251" and the field next to it contains "251 mg/dL and the date and time the value was recorded".
  63. Check the 'Accept administration information entered' check box and click [Ok].
  64. Validate that the first cell under the current date contains the number of Unit(s) administered and the time administered.
  65. Create a report using the 'SYSTEM.cw_vital_signs' table and include the following fields: 'PATID', 'data_entry_date', 'data_entry_time', 'emar_attached_result', 'measured_unit', 'reading', 'reading_entry', 'reading_value', and 'vital_sign'.
  66. Filter the report by selecting "Client A's PATID" in the 'PATID' field
  67. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  68. Validate that one row of data is displayed with a value of "1" in the 'emar_attached_result' field.
  69. Validate that the row contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "251" in the 'reading_entry' field, "251 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  70. Validate "Client A" is selected and return to the 'eMAR' widget.
  71. Right click on the administered cell for the "HUMALOG (INSULIN LISPRO)" order and select "Edit Administration Event".
  72. Validate the 'Administration Event - Edit' dialog is displayed.
  73. Click [SSI].
  74. Validate the 'Sliding Scale Insulin' dialog is displayed.
  75. Select "177 mg/dl" from the 'Blood Glucose' selection field.
  76. Validate the 'Blood Glucose (mg/dL)' text field contains"177'".
  77. Validate that a value is highlighted yellow.
  78. Click [Select Dose].
  79. Click [Submit Edit].
  80. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  81. Validate that one row of data is displayed with a value of "1" in the 'emar_attached_result' field.
  82. Validate that the row contains "mg/dL" in the 'measured_unit' field, "BG" in the 'reading' field, "177" in the 'reading_entry' field, "177 mg/dL" in the 'reading_value' field and "Blood Glucose" in the 'vital_sign' field.
  83. Validate that "Client A" is selected and return to the 'eMAR' widget.
  84. Right click on the administered cell for the "HUMALOG (INSULIN LISPRO)" order and select "Void Administration Event".
  85. Validate the 'Administration Event - Void' dialog is displayed.
  86. Click [Submit Void].
  87. Validate a message is displayed stating: "Are you sure you want to void this Event and Result?" and click [Yes].
  88. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  89. Validate that all rows for the current date display "0" in the 'emar_attached_result' field.
Scenario 2: eMAR - ensure values selected in 'Blood Glucose' dropdown field display in the 'free text' field
Specific Setup:
  • Avatar CWS 2022 Update 8, Avatar OE 2021 Update 50, Avatar eMAR 2021 Update 20 and RADplus Client Update 2513-005 or 3201-003 are required in order to utilize full functionality.
  • The 'Time Window for Selection of Previously Entered Blood Glucose Results in eMAR' registry setting must be set to "120".
  • The 'Allow Selection of Previously Entered Blood Glucose Results in eMAR' registry setting must be set to "V".
  • The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • Must have the NDC's for "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" (66105-0523-10).
  • “Client A” must have the following values entered for 'Blood Glucose' in the ‘Vitals Entry’ form.
  • "120 mg/dL"
  • "125 mg/dL"
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Order Code Setup' form.
  2. Select "Edit Existing Order Code' in the 'Add/Edit Order Code' field.
  3. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'Existing Order Code' field.
  4. Select the following value in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field.
  5. Blood Glucose
  6. Click [Submit] and close the form.
  7. Select "Client A" and access the Order Entry Console.
  8. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field.
  9. Set the 'Dose' field to "1".
  10. Validate the 'Dose Unit' field contains "Tablet".
  11. Select "As Needed" from the 'Freq' field.
  12. Set the 'Duration' field to "11" and click [Days].
  13. Validate the 'Days Supply' field contains "11".
  14. Validate the 'Dispense Qty' field contains "11".
  15. Select "Tablet" from the 'Dispense Qty Unit' field.
  16. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  17. Click [Add to Scratchpad] and click [Final Review].
  18. Validate the 'Interactions' dialog is displayed.
  19. Override all interactions and click [Save Override and Exit].
  20. Validate the 'Final Review' dialog is displayed.
  21. Select "None" in the 'Output' column and click [Sign]
  22. Validate the 'Order grid' contains the order for "COUMADIN (WARFARIN SODIUM)".
  23. Access the 'eMAR' widget.
  24. Click the 'Click here to provide override reason' field.
  25. Validate the 'Wristband Scan Override' dialog exists.
  26. Select "Other Reason" from the 'Please provide a reason for not scanning the patient wristband' field.
  27. Set the 'Other Reason' field to any value.
  28. Click [OK].
  29. Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date.
  30. Complete the 'Order Acknowledgement' and 'Client Education' for the order.
  31. Select a cell under the current date for the "COUMADIN" order and click [Administer]
  32. Validate the 'Administration Event' dialog is displayed.
  33. Set the 'Med ID' field to the "66105-0523-10" for "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL".
  34. Select a successful administration event in the 'Administration Event' field.
  35. Click the 'Additional Data (Administration)' tab.
  36. Select "120(mg/dL)'" from the 'Blood Glucose (mg/dL)' field.
  37. Validate the 'Blood Glucose' (mg/dL)' text field contains "120".
  38. Check the 'Accept administration information entered' check box and click [OK].
  39. Validate the first cell under the current date for the "COUMADIN" order contains the amount administered and the time administered.
  40. Validate "Client A" is selected and access the 'eMAR' widget.
  41. Right click the administered cell under the current date for the "COUMADIN" order and select "Edit Administration Event".
  42. Verify the 'Administration Event' dialog is displayed.
  43. Click the 'Additional Data (Administration)' tab.
  44. Validate the 'Blood Glucose (mg/dL)' field contains "120".
  45. Select "125 mg/dL 'Administered date' " from the 'Blood Glucose (mg/dL)' field.
  46. Validate the 'Blood Glucose' (mg/dL)' text field contains "125".
  47. Click [Submit Edit].
Topics
• Avatar eMAR • eMAR • Order Entry Console
AV-78760 Summary | Details
My To Do's widget - Form Name column
Scenario 1: My To Do's widget - To Do item row column value validations
Specific Setup:
  • Using the "Site Specific Section Modeling" form, have a site specific progress note form created [FormA], with a name that includes an apostrophe. For example "Netsmart's Progress Note"
  • [FormA] is enabled for document routing
  • [UserA] is a staff member with the "My To Do's" widget on their home view
  • Log in as [UserA]
Steps
  1. Select [ClientA]
  2. Open [FormA]
  3. Validate the form name is correct and includes the apostrophe in the name, as expected
  4. Populate the desired fields on the form
  5. Submit the form as "Final"
  6. Route the document to [UserA]
  7. At the home view, navigate to the "My To do's widget
  8. Validate the To Do row for [FormA] is present in the widget
  9. Validate the name in the "Form" column is correct for [FormA] and includes the apostrophe in the name, as expected
  10. Validate the "Client" column contains the expected name of [ClientA]
  11. Validate the "Sent" column contains the correct date the To Do was sent
  12. Validate the "From" column contains the user name description of [UserA], who generated the To Do
  13. Validate the "Comments" column contains "Review Document for [FormA]"
  14. Validate form name is correct for [FormA] and includes the apostrophe in the name, as expected
  15. Validate the "Action" column has a link that contains "Approve Document"
Topics
• Forms • NX
AV-78780 Summary | Details
Enterprise ID in myAvatar
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
Scenario 1: Avatar eMAR - Witnessed by EID user
Specific Setup:
  • Avatar eMAR 2021 Update 6 and RADplus Client Update 2513-005 and 3201-002 are required in order to utilize full functionality.
  • The 'Avatar eMAR->General->Settings->->->Require Witness Password' registry setting must be set to "Y".
  • Two users must exist, one is configured as a non-EID user and one is configured as an EID user. (User A) (User B)
  • User description needs to be different from the UserID for the EID user.
  • Please log out and log back in after completing the configuration above.
  • A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and 'Address' on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select "LISINOPRIL 20 MG ORAL Tablet" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Select "EVERY DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "28" and click [Days].
  7. Validate the 'Dispense Qty' field contains "28".
  8. Select "Tablet" from the 'Dispense Qty Unit' field.
  9. Click [Add to Scratchpad], [Final Review], and [Sign].
  10. Validate the 'Order grid' contains an order for "LISINOPRIL 20 MG ORAL Tablet".
  11. Access the 'eMAR' widget.
  12. Validate that an order for "LISINOPRIL 20 MG ORAL Tablet" is displayed and does not contain any hours of administration under the current date.
  13. Perform 'Order Acknowledgement' and 'Client Education' for the "LISINOPRIL" order.
  14. Double click on the first cell under the current for the "LISINOPRIL" order.
  15. Click the 'Witnessed' checkbox.
  16. Set the 'Med ID' cell to the NDC of the medication being administered.
  17. Select a successful administration event from the 'Administration Event' field.
  18. Set the 'Witnessed By' field to an EID user that is not currently logged in. (User B)
  19. Validate the 'Password' field contains an [Enter Enterprise Credentials] button.
  20. Click [Enter Enterprise Credentials].
  21. Login to the 'External Provider Login' dialog.
  22. Validate the 'Password' field is populated and disabled.
  23. Click the 'Accept administration information entered' checkbox and click [OK].
  24. Validate that the first cell under the current date contains the amount administered and the time administered in military format.
Scenario 2: Document Routing - EID
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Require Witness Password' registry setting must be set to "Y". Note: This is a Netsmart staff only registry setting. Please contact your Netsmart representative to have this setting configured.
  • The 'Progress Notes (Group and Individual)' form must be configured for 'Document Routing'.
  • The logged in user must be configured for EID
  • Please log out and log back in after completing the configuration above.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select any client from the 'Select Client' field.
  3. Select any episode from the 'Select Episode' field.
  4. Select 'New Service' from the 'Progress Note For' field.
  5. Select any note type from the 'Note Type' field.
  6. Set the 'Notes Field' field to "test".
  7. Select any practitioner from the 'Practitioner' field.
  8. Set the 'Date Of Service' field to the current date.
  9. Set the 'Service Charge Code' field to any value.
  10. Select the 'Final' from the 'Draft/Final' field and click [File Note].
  11. Check task manager for the workstation and make note of the memory being used for Avatar.
  12. Validate the 'Document Routing' dialog displays and click [Accept and Route].
  13. Validate the 'External Provider Login' dialog displays.
  14. Log in with EID credentials and click [Sign In] and [Send me the Code].
  15. Set the 'Verification Code' field to the verification code received and click [Verify].
  16. Click the 'Admitting Practitioner' checkbox and click [Submit].
  17. Validate a message displays stating "Note Filed" and click [OK].
  18. Check task manager for the workstation and make note of the memory being used for Avatar (it should be the same as before the EID dialog was launched).
Topics
• Avatar eMAR • Forms • NX
AV-78781 Summary | Details
Avatar eMAR - Blood Glucose
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: 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 multiple administration selection' must be set to "N".
  • The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
  • "Client A" must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form.
  • "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
  1. Select "Client A" and access the 'eMAR' widget.
  2. Validate that the 'Administration Date' field contains the current date.
  3. Validate that the 'Enable Multiple Administration Selection' checkbox is disabled and checked.
  4. Validate that the following orders are displayed:
  5. "FUROSEMIDE 20 MG ORAL TABLET - Give: 1 Tablet DAILY" with no hours of administration under the current date.
  6. "FUROSEMIDE 20 MG ORAL TABLET - Give: 20 Milligram DAILY" with no hours of administration under the current date.
  7. Scan the barcode for "FUROSEMIDE 20 MG TABLET ORAL".
  8. 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.
  9. Double Click a cell under the current date for the "FUROSEMIDE 20 MG ORAL TABLET Give: 1 Tablet DAILY" order.
  10. Validate that the cell selected contains a yellow highlight and "1 / 1 Tablet" in black font.
  11. Scan the barcode for "FUROSEMIDE 20 MG TABLET ORAL".
  12. 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.
  13. Double Click a cell under the current date for the "FUROSEMIDE 20 MG ORAL TABLET Give: 20 Milligram DAILY" order.
  14. Validate that the cell selected contains a yellow highlight and "20 / 20 Milligram" in black font.
  15. Scan the barcode for "FUROSEMIDE 20 MG TABLET ORAL".
  16. 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.
  17. 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.
  18. 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?".
  19. Click [Cancel]
  20. 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.
  21. 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.
  22. Click [Administer].
  23. Validate that the 'Administration Event' dialog is displayed.
  24. Validate that there are two rows.
  25. Validate the 'Order' cell for both rows contain "FUROSEMIDE 20 MG TABLET".
  26. Validate the 'Scheduled Date' cell for both rows contain the current date.
  27. Validate the 'Scheduled Time' cell for both rows contain "N/A" because the orders had no scheduled administration times.
  28. Validate the 'Med ID' cell for both rows contain "55154-5539-00".
  29. Validate the 'Qty' cell for the first row contains "1".
  30. Validate the 'Unit' cell for the first row contains "TABLET".
  31. Validate the 'Qty' cell for the second row contains "20".
  32. Validate the 'Unit' cell for the second row contains "MILLIGRAM"
  33. Select "Nurse Administered" in the 'Default Administration Event' field.
  34. Check the 'Accept administration information entered' checkbox and click [Ok].
  35. Validate that the cell for the "FUROSEMIDE 20 MG ORAL TABLET Give: 1 Tablet DAILY" order contains 1 TABLET and the time administered.
  36. Validate that the cell for the "FUROSEMIDE 20 MG ORAL TABLET Give: 20 Milligram DAILY" order contains 20 MILLIGRAM and the time administered.
Scenario 2: eMAR - Complete multiple administrations with 'Enable Incremental Scanning' set to no value and 'Enable multiple administration selection' set to "Y"
Specific Setup:
  • Avatar eMAR 2021 Update 29 and myAvatar Client Update 2513-005 or 3201-002 are required for full functionality.
  • The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "0".
  • The 'Avatar eMAR->General->Settings->->->Enable multiple administration selection' 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".
  • Please log out of the application and log back in after completing the above configuration.
  • Must have the NDC's for "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" (66105-0523-10) and "PRILOSEC (OMEPRAZOLE MAGNESIUM) 10 MG/1 PACKET PACKET ORAL" (70515-0610-01)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Select "As Needed" from the 'Freq' field.
  6. Set the 'Duration' field to "1" and click [Days].
  7. Validate the 'Days Supply' field contains "1".
  8. Validate the 'Dispense Qty' field contains "1".
  9. Select "Tablet" from the 'Dispense Qty Unit' field.
  10. Validate the 'Directions' field contains "Take one (1) tablet by mouth every 8 hours, as needed".
  11. Click [Add to Scratchpad].
  12. Search for and select "(** Non-Formulary **) PRILOSEC (OMEPRAZOLE MAGNESIUM) 10 MG/1 PACKET PACKET ORAL" in the 'New Order' field.
  13. Set the 'Dose' field to "1".
  14. Select "Tablet" from the 'Dose Unit' field.
  15. Select "AS NEEDED" from the 'Freq' field.
  16. Set the 'Duration' field to "11" and click [Days].
  17. Validate the 'Days Supply' field contains "11".
  18. Validate the 'Dispense Qty' field contains "11".
  19. Select "Tablet" from the 'Dispense Qty Unit' field
  20. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  21. Click [Add to Scratchpad] and click [Final Review].
  22. Validate the 'Interactions' dialog is displayed.
  23. Override all interactions and click [Save Override and Exit].
  24. Validate the 'Final Review' dialog is displayed and click [Sign].
  25. Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "PRILOSEC 10 MG TABLET ORAL".
  26. Access the 'eMAR' widget.
  27. Validate the 'Enable multiple administration selection' checkbox is enabled and checked.
  28. Click the 'Click here to provide override reason' field.
  29. Validate the 'Wristband Scan Override' dialog exists.
  30. Select "Other Reason" from the 'Please provide a reason for not scanning the patient wristband' field.
  31. Set the 'Other Reason' field to any value.
  32. Click [OK].
  33. Validate an order for "PRILOSEC 10 MG TABLET ORAL" is displayed with no hours of administration under the current date.
  34. Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date.
  35. Complete 'Order Acknowledgement' and 'Client Education' for both orders.
  36. Select a cell under the current date for the "PRILOSEC" order and for the "COUMADIN" order and click [Administer].
  37. Validate the 'Administration Event' dialog is displayed.
  38. Set the 'Med ID' field for the "PRILOSEC" order to the NDC for that order code "70515-0610-01".
  39. Select a successful administration event in the 1st 'Administration Event' field.
  40. Set the 'Med ID' field for the "COUMADIN" order to the NDC for that order code "66105-0523-10".
  41. Select a successful administration event in the 2nd 'Administration Event' field.
  42. Check the 'Accept administration information entered' checkbox and click [OK].
  43. Validate the first cells under the current date for the "PRILOSEC" and "COUMADIN" orders contain the amount administered and the time administered.
Topics
• Avatar eMAR • eMAR • Order Entry Console
AV-78782 Summary | Details
Avatar eMAR - Wristband Scanning Warning
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 - Wristband Scan - Right Click Options
Specific Setup:
  • The following extended attributes must be set in the eMAR Tabled Files ‘(10000) Administration Event’ dictionary for “Dose Held”:
  • ‘Successful Administration?’ = “No”
  • ‘Client Refusal’ = “No”
  • ‘Additional Attempts Planned’ = “Yes”
  • The following extended attributes must be set in the eMAR Tabled Files ‘(10000) Administration Event’ dictionary for “Refused”:
  • ‘Successful Administration?’ = “No”
  • ‘Client Refusal’ = “Yes”
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADVIL CHILDREN'S 100 MG/5 ML SUSPENSION ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "2".
  4. Select "Tablet" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Frequency' field.
  6. Set the 'Duration' field to "12" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "ADVIL CHILDREN'S 100 MG/5 ML ORAL SUSPENSION2 Tablet, TWICE A DAY".
  9. Access the 'eMAR' widget.
  10. Validate the "Advil" order is displayed with administration times consistent with the frequency code selected.
  11. Perform 'Order Acknowledgement' and' Client Education' for the "Advil" order.
  12. Click the 'Click here to provide override reason' link.
  13. Select any value from the 'Please provide a reason for not scanning the client wristband' field and click [OK].
  14. Double click on an administration cell for the "Advil" order.
  15. Verify the 'Administration Event' dialog is displayed.
  16. Set the 'Med ID' cell to the NDC of the "Advil" order (00573-0174-30).
  17. Select "Dose Held" from the 'Administration Event' field.
  18. Click the 'Accept administration information entered' checkbox and click [OK].
  19. Validate the "Advil" order is displayed with "Dose Held" and the administration time with a circular arrow in the bottom left corner of the cell selected.
  20. Change clients in the 'My Clients' widget then change back to "Client A".
  21. Validate the 'Click here to provide override reason.' link is enabled and required.
  22. Right click on the administered cell for the "Advil" order and click 'Record Additional Attempt'.
  23. Verify a message is displayed stating "Please scan client wristband to continue." and click [OK].
  24. Right click on the administered cell for the "Advil" order and click 'Edit Administration Event'.
  25. Select "Refused" from the 'Administration Event' field and click [Submit Edit].
  26. Validate the "Advil" order is displayed with the selected administration cell showing "Refused" and the administration time with a thumbs down icon in the bottom left corner".
  27. Right click on the administered cell for the "Advil" order and click 'Administration After Initial Refusal'.
  28. Verify a message is displayed stating "Please scan client wristband to continue." and click [OK].
  29. Right click on the administered cell for the "Advil" order and click 'Void Administration Event'.
  30. Click [Submit Void].
  31. Validate a message is displayed stating "Are you sure you want to void this Event?" and click [Yes].
Topics
• eMAR • NX
AV-78783 Summary | Details
'Treatment Plan' form - Library section
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan Definition
  • Registry Settings (PM)
  • Site Specific Section Modeling (CWS)
  • Treatment Plan
Scenario 1: Treatment Plan Definition - Export Library / Import Library
Specific Setup:
  • A treatment plan library must already exist in the system via the 'Treatment Plan Definition' form.
Steps
  1. Access the ‘Treatment Plan Definition’ form.
  2. Select the ‘Export Library’ section.
  3. Click [Select Library].
  4. Select any existing library and click [Return].
  5. Click [Export File].
  6. Navigate to the desired location and click save.
  7. Navigate to the location of the exported library.
  8. Validate that the exported library is displayed.
  9. Select the ‘Import Library’ section.
  10. Click [Select File].
  11. Navigate to the location of the exported library and click [OK].
  12. Click [Validate Import].
  13. Validate a message displays stating “Library with this name exists. Importing the file will overwrite current library. Do you want to continue?” and click [Yes].
  14. Validate the ‘Import Results’ field contains no errors.
  15. Click [Import File].
  16. Validate a message displays stating “Library with this name already exists. Are you sure you want to delete the old library and import the file?” and click [Yes].
  17. Validate a message displays stating “Library Import Complete” and click [OK].
  18. Select the ‘Library Definition’ section.
  19. Click [Select Library].
  20. Select the import library and click [Return].
  21. Click [Print Library].
  22. Validate the ‘Treatment Plan Library Report’ report contains all imported information for the library selected.
  23. Close the report and the form.
Scenario 2: 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 be defined in the 'Treatment Plan Definition' form with a problem, goal, objective, and intervention. (Library A)
  • A client must be in an active episode. (Client A)
Steps
  1. Access the 'Site Specific Section Modeling (CWS)' form.
  2. Select "CWS60000 (Treatment Plan) Objectives" in the 'Site Specific Section' field and click [OK].
  3. Validate the 'Site Specific Section Description' contains "Objectives".
  4. Set the 'Site Specific Section Description' field to "Short Term Goals". Please note this can be set to any value.
  5. Select the 'Prompt Definition' tab.
  6. Select "Objective" in the 'Prompt Definition' grid and click [Edit Item].
  7. Validate the 'Label' field contains "Objectives".
  8. Set the 'Label' field to "Short Term Goals" and click [Submit].
  9. Select “Client A” and access the ‘Treatment Plan’ form.
  10. Set the ‘Plan Date’ field to the desired date.
  11. Set the ‘Plan Name’ field to the desired name.
  12. Set the ‘Plan Type’ field to the desired value.
  13. Select "Draft" from the ‘Treatment Plan Status’ field.
  14. Click [Launch Plan].
  15. Validate the Library window contains "Library A".
  16. Validate that "Library A" contains "Short Term Goals".
  17. Validate the Tree View contains a button that reflects [Add Short Term Goals].
  18. Drag and drop the problem to the Tree View.
  19. Validate the ‘Problem’ field contains the problem description defined.
  20. Set the ‘Problem Code’ field to the desired value.
  21. Select the desired value from the ‘Status (Problem List)’ field.
  22. Select "Active" in the ‘Status’ field.
  23. Drag and drop the goal to the Tree View.
  24. Validate the ‘Goal’ field contains the goal description defined.
  25. Select "Active" in the ‘Status’ field.
  26. Drag and drop the "Short Term Goal" from previous steps to the Tree View.
  27. Validate the ‘Short Term Goals' field contains the short term goal description defined.
  28. Select "Active" from the ‘Status’ field.
  29. Drag and drop the intervention to the Tree View.
  30. Validate the ‘Intervention’ field contains the intervention description defined.
  31. Select "Active" in the ‘Status’ field.
  32. Drag and drop the problem from the previous steps in the Tree View
  33. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
  34. Drag and drop the goal from the previous steps to the Tree View.
  35. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
  36. Drag and drop the "Short Term Goal" filed in the previous steps to the Tree View.
  37. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
  38. Drag and drop the intervention from previous steps to the Tree View.
  39. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
  40. Select the problem added from previous steps in the Tree View.
  41. Select "Inactive" in the 'Status' field.
  42. Select the goal added from previous steps in the Tree View.
  43. Select "Inactive" in the ‘Status’ field.
  44. Select the "Short Term Goal" added from previous steps in the Tree View.
  45. Select "Inactive" in the ‘Status’ field.
  46. Select the intervention added from previous steps in the Tree View.
  47. Select "Inactive" in the ‘Status’ field.
  48. Drag and drop the problem from previous steps in the Tree View.
  49. Drag and drop the goal from previous steps in the Tree View.
  50. Drag and drop the "Short Term Goal" from previous steps in the Tree View.
  51. Drag and drop the intervention from previous steps in the Tree View.
  52. Validate the Tree View contains duplicates of the same problem, goal, "Short Term Goal", and intervention added from the previous steps
  53. Click [Exit to Home View].
Topics
• Treatment Plan
AV-78786 Summary | Details
Order Entry Console - Failed Transmission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: Order Entry Console - Orders This Episode - Creating an order with a failed transmission
Steps

INTERNAL TESTING ONLY
Topics
• Order Entry Console
AV-78788 Summary | Details
My To Do's widget - CareGuidance Alerts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - My To Do's widget
Scenario 1: Validate CareGuidance Alerts in the 'My To Do's' widget
Specific Setup:
  • CareGuidance alerts are enabled for the user.
  • A "CareGuidance" alert [AlertA] has been generated for [ClientA] on a specific date [DateA]
  • [UserA] has the "My To Do's" widget on their home view
  • Log in as [UserA]
Steps
  1. Navigate to the "My To Do's" widget
  2. Click the "CareGuidance" tab
  3. In the "Client" column locate the row for [ClientA]
  4. Validate the "Sent" column contains the date the alert was sent [DateA]
  5. Validate "Message" column is populated
  6. In the "Action" column, click [Acknowledge].
  7. Validate the alert is removed from list
Topics
• Client Alerts • NX
AV-78797 Summary | Details
My Clients widget - Clients Name
Scenario 1: "My Clients" widget - Validate display of the Client name
Specific Setup:
  • Have a client with a prefix, first name, middle name, last name and a suffix defined. [ClientA]
  • Have the "My Clients" widget on a user's [UserA] home view
  • Login as [UserA]
Steps
  1. In the "Search Clients" field of the "My Clients" widget, search for and select [ClientA]
  2. In the "My Clients" section of the widget,
  3. Validate the selected clients complete name is displayed as expected and with:
  4. The "Prefix", "First Name", "Middle Name and "Last Name", having the first letter in uppercase and the other letters in lower case
  5. The "Suffix" with all characters in uppercase
Topics
• Forms • My Clients
AV-78802 Summary | Details
Order Entry Console - Medication Reconciliation - Display of Orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry Console - Admission Med Reconciliation
  • Allergies and Hypersensitivities
  • Pre Admit
  • Vitals Entry
Scenario 1: Modifying an Inpatient medication in the Order Entry Console (Admission Med Reconciliation section).
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form.
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field is equal to "Capsule".
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "28" and click [Days].
  7. Validate the 'Days Supply' field is equal to "28".
  8. Validate the 'Dispense Qty' field is equal to "56".
  9. Select "Capsule" from the 'Dispense Qty Unit' field.
  10. Click [Add to Scratchpad] and [Final Review].
  11. Validate the 'Final Review' dialog is displayed and click [Sign].
  12. Select the 'Admission Med Reconciliation' tab.
  13. Select the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the 'Inpatient Medications Scratchpad' and click [Modify].
  14. Select "Capsule" in the 'Dispense Qty Unit' field.
  15. Press the Tab key on the 'Dose' field.
  16. Validate the 'Directions' field contains "Take one (1) each by mouth as needed"
  17. click [Update Order].
  18. Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" with "MODIFY" in the 'Action column'.
  19. Click [Restart Reconciliation].
  20. Validate that a message is displayed stating "Clicking restart will discard all current changes. Are you sure you wish to restart?" and click [No].
  21. Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" with "MODIFY" in the 'Action column'.
  22. Click [Restart Reconciliation].
  23. Validate that a message is displayed stating "Clicking restart will discard all current changes. Are you sure you wish to restart?" and click [Yes].
  24. Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" with "CONT" in the 'Action column'.
Scenario 2: OE NX - Admission Med Reconciliation - Schedule II - New Order
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, 'Diagnosis' form, as well as an allergy to "Ritalin" filed in the ‘Allergies and Hypersensitivities’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Admission Reconciliation' tab.
  3. Search for and select "RITALIN 10 MG TABLET ORAL (Schedule II)" from the 'New Order' field.
  4. Validate a warning indicator with "At least one warning has been found with this order" link is displayed under the 'New Order' field.
  5. Set the 'Dose' field to "2".
  6. Select "TABLET" from the 'Dose Unit' field.
  7. Select "TWICE A DAY" from the 'Freq' field.
  8. Set the 'Duration' field to "10", click [Days] and [Add to Scratchpad].
  9. Validate the 'Inpatient Medications Scratchpad' contains an order for "RITALIN 10 MG TABLET (Schedule II) 2 TABLET, TWICE A DAY".
  10. Click [Reconcile & Sign].
  11. Validate the 'Interactions' dialog is displayed and contains an Allergy Interaction for "Ritalin".
  12. Override the interaction and click [Save Override and Exit].
  13. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  14. Click the 'Orders This Episode' tab.
  15. Validate the 'Order grid' contains one order for "RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG ORAL TABLET (Schedule II) 2 TABLET, TWICE A DAY".
Scenario 3: OE NX - Admission Med Rec - Add to Scratchpad and Reconcile & Review.
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "KADIAN 20 MG CAPSULE, EXTENDED RELEASE ORAL" from the 'New Order' field.
  3. Set the Dose field to "1".
  4. Validate the ‘Dose Unit’ field is equal to "Capsule".
  5. Select "3 TIMES A DAY, AS NEEDED" from the ‘Freq’ field.
  6. Set the ‘Duration’ field to "28" and click [Days].
  7. Validate the ‘Refills’ field is equal to "0".
  8. Validate the ‘Days Supply’ field is equal to "28".
  9. Validate the ‘Dispense Qty’ field is equal to "84".
  10. Select "Capsule" from the ‘Dispense Qty Unit’ field.
  11. Click [Add to Scratchpad] and [Final Review].
  12. Validate the 'Interactions' dialog is displayed.
  13. Override all interactions and click [Save Override and Exit].
  14. Validate the order for "KADIAN" is displayed in the 'Order grid'.
  15. Select the 'Home Medications' tab.
  16. Search for and select "Ritalin 20 MG Tablet Oral" from the 'New Order' field.
  17. Set the ‘Dose’ field to "1".
  18. Validate the ‘Dose Unit’ field is equal to "Tablet".
  19. Select "3 Times a Day" from the 'Frequency' field.
  20. Validate the ‘Diagnosis’ field is equal to "No Entry".
  21. Validate the ‘Refills’ field is equal to "0".
  22. Set the ‘Days Supply’ field to "30".
  23. Validate the 'Dispense Qty’ field is equal to "90".
  24. Validate the ‘Dispense Qty Unit’ field is equal to "Tablet".
  25. Click [Add to Scratchpad], [Final Review], and [Sign].
  26. Select the 'Admission Med Reconciliation' tab.
  27. Validate an order for "Ritalin 20 MG Tablet Oral (Schedule II)" is displayed in the 'Home Medications (Pre-Admission)' order grid.
  28. Validate an order for "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" is displayed in the 'Inpatient Medications Scratchpad'.
  29. Select the "Ritalin" order and click [Add to Scratchpad].
  30. Validate the "Ritalin" order appears in the 'Inpatient Medications Scratchpad' with a red flag in the 'Action' column.
  31. Select the "Ritalin" order in the 'Inpatient Medications Scratchpad'.
  32. Validate the ‘Dose’ field is equal to "1".
  33. Validate the ‘Dose Unit’ field is equal to "Tablet".
  34. Validate the ‘Freq’ field is equal to "3 TIMES A DAY".
  35. Set the ‘Duration’ field to "28" and click [Days].
  36. Validate the ‘Refills’ field is equal to "0".
  37. Validate the ‘Days Supply’ field is equal to "28".
  38. Validate the ‘Dispense Qty’ field is equal to "84".
  39. Select "Tablet" in the ‘Dispense Qty Unit’ field.
  40. Click [Update Order].
  41. Validate the 'New Order' field does not contain a value.
  42. Select the "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" in 'Inpatient Medications Scratchpad' and click [Modify]
  43. Validate the 'New Order' field contains "KADIAN (MORPHINE SULFATE) 20 MG ORAL CAPSULE, EXTENDED RELEASE ORAL (Schedule II)".
  44. Set the 'Dose' field to "2".
  45. Select "Capsule from the 'Dispense Quantity Unit' field.
  46. Set the 'Start Date' field to the current date.
  47. Set the 'Start Time' field to the current time.
  48. Click [Update Order] and [Reconcile & Review].
  49. Validate the 'Final Review' dialog is displayed.
  50. Select "eRX" in the 'Output'.
  51. Check the 'Ready to Sign' checkbox and click [Sign].
  52. Validate the 'Two-Factor Authentication' dialog is displayed.
  53. Set the ‘Username’ field to the "OrderConnect Facility" and "Username".
  54. Set the ‘Password’ field to the password for this user.
  55. Click [Enter].
  56. Retrieve the unique passcode.
  57. Set ‘Please enter your One-Time Passcode’ field to "unique id" and click [Enter].
  58. Validate 'Admission Med Reconciliation' is displayed in view-only mode.
Scenario 4: Order Entry Console - Discharge Med Reconciliation - eRX
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3". Note: This is a Netsmart only registry setting. Please contact your Netsmart representative to have this setting configured.
  • The 'Default to Client Reported' checkbox is unchecked for the logged in user in the 'Order Entry User Definition' form.
  • Please log out of and back into the application after this configuration has been done.
  • A client must be in an active inpatient episode. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the Order Entry Console for "Client A".
  2. Click the 'Discharge Med Reconciliation' tab.
  3. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
  4. Set the 'Dose' field to "2".
  5. Validate the 'Dose Unit' field is equal to "Tablet".
  6. Select "Twice a Day" from the 'Frequency' field.
  7. Set the 'Days Supply' field to "15" and press Tab.
  8. Validate the 'Dispense Qty' field is equal to "60".
  9. Validate the 'Dispense Qty Unit' field is equal to "Tablet".
  10. Click [Add to Scratchpad] and [Review and Sign].
  11. Set the 'Pharmacy' field to a pharmacy that allows an "eRX".
  12. Select "eRX" from the 'Output' field.
  13. Select "Do not send to pharmacy" from the 'Pharmacy' field.
  14. Validate the 'Output' field is set to "None".
  15. Select a pharmacy that allows "eRX" from the 'Pharmacy' field.
  16. Select "eRX" from the 'Output' field.
  17. Click [Sign].
  18. Validate the 'Discharge Med Reconciliation' tab displays in view only mode.
Scenario 5: OE NX - Discharge Med Reconciliation - Create New Order and place in 'Hold in Pending Status'
Specific Setup:
  • Two clients must have active inpatient episodes. (Client A and Client B) One whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • "Client A" and "Client B" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Discharge Med Reconciliation' tab.
  3. Search for and select "Zubsolv 5.7 MG-1.4 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
  4. Set the 'Dose' field to "1".
  5. Validate the 'Dose Unit' field contains "Tablet".
  6. Select "As Needed" in the 'Frequency' field.
  7. Set the 'Days Supply' field to "20" and press Tab.
  8. Validate the 'Dispense Qty' field contains "20".
  9. Validate the 'Dispense Qty Unit' field contains "Tablet".
  10. Click [Add to Scratchpad]
  11. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  12. Click [Hold in Pending Status].
  13. Select the 'Orders This Episode' tab.
  14. Select the 'Discharge Med Reconciliation' tab.
  15. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  16. Select the 'Home Medications' tab.
  17. Select the 'Discharge Med Reconciliation' tab.
  18. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  19. Select the 'Admission Med Reconciliation' tab.
  20. Select the 'Discharge Med Reconciliation' tab.
  21. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
  22. Click [Edit Pending Reconciliation]
  23. Validate the 'Warning' message is displayed stating "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved." and click [Ok].
  24. Select "Client B" and access the Order Entry Console.
  25. Select the 'Discharge Med Reconciliation' tab.
  26. Select "Client A" and access the Order Entry Console.
  27. Select the 'Discharge Med Reconciliation' tab.
  28. Validate the 'Saved session' message is displayed stating "New medications may have been added since you switched clients. Do you want to restart reconciliation to ensure all medication orders are up to date or continue with reconciliation in progress?" and click [Continue].
  29. Click [Hold in Pending Status]
  30. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order for "Zubsolv".
Scenario 6: OE NX - Create Order in Home Medications, Add order to Scratchpad, create new order and Reconcile and Review in Admission Med Reconciliation
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Validate the ‘Client Reported’ checkbox is checked.
  4. Search for and select “Ambien 10 (MG Tablet Oral (Schedule IV)” in the ‘New Order’ field.
  5. Set the ‘Dose’ field to “1”.
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "AS NEEDED" in the 'Frequency' field.
  8. Click [Save].
  9. Search for and select “Warfarin 2 MG Tablet Oral” in the ‘New Order’ field.
  10. Set the ‘Dose’ field to “2”.
  11. Validate the 'Dose Unit' field contains "Tablet".
  12. Select "TWICE A DAY" in the 'Frequency' field.
  13. Click [Save].
  14. Search for and select “Aleve 220 MG Tablet Oral” in the ‘New Order’ field.
  15. Set the ‘Dose’ field to “3”.
  16. Validate the 'Dose Unit' field contains "Tablet".
  17. Select "3 TIMES A DAY" in the 'Frequency' field.
  18. Click [Save].
  19. Uncheck the 'Client Reported' checkbox.
  20. Search for and select "Furosemide 80 MG Tablet Oral" in the 'New Order' field.
  21. Set the 'Dose' field to "1".
  22. Validate the 'Dose Unit' field contains "Tablet".
  23. Select "Twice a Day" in the 'Frequency' field.
  24. Set the 'Days Supply' field to "30" and press Tab.
  25. Validate the 'Dispense Qty' field contains "60".
  26. Validate the 'Dispense Qty Unit' field contains "Tablet".
  27. Click [Add to Scratchpad] and [Final Review].
  28. Validate the 'Interactions' dialog is displayed.
  29. Override all interactions and click [Save Override and Exit].
  30. Validate the 'Final Review' dialog is displayed and click [Sign].
  31. Validate the 'Order grid' contains orders for "Furosemide", “Aleve”, “Ambien”, and “Warfarin”.
  32. Click the 'Admission Med Reconciliation' tab.
  33. Validate the 'Home Medications (Pre-Admission)' order grid contains orders for “Aleve”, “Ambien”, "Furosemide", and “Warfarin”.
  34. Select the "Aleve", "Ambien", and "Warfarin" orders and click [Add to Scratchpad].
  35. Validate the 'Inpatient Medications Scratchpad' contains orders for “Aleve”, “Ambien”, “Warfarin” with a red flag in the 'Action' column.
  36. Select the "Aleve" order in the 'Inpatient Medications Scratchpad'.
  37. Set the 'Duration' field to "28" and click [Days].
  38. Validate the 'Dispense Qty' field contains "252".
  39. Select "Tablet" in the 'Dispense Qty Unit' field.
  40. Click [Update Order].
  41. Validate the 'Inpatient Medications Scratchpad' contains the order for "Aleve" with no red flag in the 'Action' column.
  42. Select the "Aleve", "Ambien", and "Warfarin" orders and click [Undo].
  43. Search for and select "ALEVE (NAPROXEN SODIUM) 220 MG TABLET ORAL" in the 'New Order' field.
  44. Set the 'Dose' field to "2".
  45. Validate the 'Dose Unit' field contains "Tablet".
  46. Select "Twice a Day" in the 'Freq' field.
  47. Set the 'Duration' field to "20" and click [Days].
  48. Validate the 'Days Supply' field contains "20".
  49. Validate the 'Dispense Qty' field contains "80".
  50. Select "Tablet" in the 'Dispense Qty Unit' field.
  51. Click [Add to Scratchpad].
  52. Select all orders in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
  53. Select the “ALEVE (NAPROXEN SODIUM) 220 MG TABLET ORAL” order in the 'Inpatient Medications Scratchpad'.
  54. Set the 'Duration' field to "28" and click [Days].
  55. Select "Tablet" in the 'Dispense Qty Unit' field.
  56. Click [Update Order].
  57. Select the “AMBIEN (ZOLPIDEM TARTRATE) 10MG TABLET ORAL(Schedule IV)” order in the 'Inpatient Medications Scratchpad'.
  58. Validate the ‘Dose' field contains “1”.
  59. Validate the ‘Dose Unit’ field contains “Tablet”.
  60. Validate the ‘Freq’ field contains “AS NEEDED”.
  61. Set the 'Duration' field to "20" and click [Days].
  62. Select "Tablet" in the 'Dispense Qty Unit' field.
  63. Set the ‘Addl Instructions’ field to “TEST”.
  64. Click [Update Order].
  65. Select the “FUROSEMIDE 80 MG ORAL” order in the 'Inpatient Medications Scratchpad'.
  66. Validate the ‘Dose' field contains “1”.
  67. Validate the ‘Dose Unit’ field contains “Tablet”.
  68. Validate the ‘Freq’ field contains “TWICE A DAY”.
  69. Set the 'Duration' field to "28" and click [Days].
  70. Select "Tablet" in the 'Dispense Qty Unit' field.
  71. Click [Update Order].
  72. Select the “WARFARIN 2 MG TABLET ORAL” order in the 'Inpatient Medications Scratchpad'.
  73. Validate the ‘Dose' field contains “2”.
  74. Validate the ‘Dose Unit’ field contains “Tablet”.
  75. Validate the ‘Freq’ field contains “TWICE A DAY”.
  76. Set the 'Duration' field to "15" and click [Days].
  77. Select "Tablet" in the 'Dispense Qty Unit' field.
  78. Click [Update Order] and click [Reconcile and Review].
  79. Validate the ‘Interactions’ dialog is displayed.
  80. Override all interactions and click [Save Override and Exit].
  81. Validate the 'Final Review' dialog is displayed.
  82. Select "None" in 'Output' for all orders and click [Sign].
  83. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  84. Click the 'Orders This Episode' tab.
  85. Validate the 'Order grid' contains orders for "ALEVE (NAPROXEN SODIUM) 220 MG ORAL TABLET 2 Tablet, TWICE A DAY", “AMBIEN 10 MG TABLET (Schedule IV) 1 Tablet, AS NEEDED”, "ALEVE (NAPROXEN SODIUM) 220 MG ORAL TABLET 3 Tablet, 3 TIMES A DAY", "FUROSEMIDE 80 MG ORAL TABLET 1 Tablet, TWICE A DAY", and “WARFARIN 2 MG TABLET 2 Tablet, TWICE A DAY”.
Scenario 7: 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
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "2".
  4. Select "TABLET" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "12" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET2 TABLET, TWICE A DAY".
  9. Click the 'Home Medications' tab.
  10. Search for and select "predniSONE 5 MG, Tablet, Oral" from the 'New Order' field.
  11. Set the 'Dose' field to "3".
  12. Validate the 'Dose Unit' field is equal to "Tablet".
  13. Select "TWICE A DAY" from the 'Frequency' field.
  14. Set the 'Days Supply' field to "12" and press Tab.
  15. Validate the 'Dispense Qty' field is equal to "72".
  16. Validate the 'Dispense Qty Unit' field is equal to "Tablet".
  17. Click [Add to Scratchpad].
  18. 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)".
  19. Click the 'Discharge Reconciliation' tab.
  20. Select the "predniSONE" order from the 'Home Medications Scratchpad (Post-Discharge)' and click [DC].
  21. Access the 'HomeView'.
  22. Select "Client B" and access the Order Entry Console.
  23. Click the 'Discharge Reconciliation' tab.
  24. Validate no orders display for the selected client.
Scenario 8: Admission Med Rec - Switching Clients after finalizing a Pre-Admit episode
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'.
Steps
  1. Access the 'Pre Admit' form.
  2. Fill out all required fields and click [Search] and [New Client].
  3. Validate a message is displayed that states: "Auto Assign Next ID Number?" and click [Yes].
  4. Select "Pre-Admission" from the 'Type Of Admission' field.
  5. Set the 'Preadmit/Admission Date' and 'Preadmit/Admission Time' fields to the current date and time.
  6. Select "Pre-Admit Psych." from the 'Program' field and click [Submit].
  7. Access the 'Allergies and Hypersensitivities' form.
  8. Select "No" from the 'Known Medication Allergies' field.
  9. Select "No" from the 'Known Food Allergies' field and click [Submit].
  10. Access the 'Vitals Entry' form.
  11. Validate "Add" is select from the 'Add/Edit/Delete Vital Sign' field.
  12. Set the 'Date' and 'Time' fields to the current date and time.
  13. Enter values in the 'Height ft in' and 'Weight lbs' fields and click [Submit].
  14. Validate a message is displayed that states: "Vitals Entry has completed. Do you wish to return to form?" and click [No].
  15. Access the Order Entry Console and select the 'Home Medications' tab.
  16. Validate the 'Client Reported' checkbox is checked.
  17. Select any value in the 'Program' field.
  18. Search for and select "Pepto Relief 262 MG Tablet, Chewable Oral" from the 'New Order' field.
  19. Set the 'Dose' field to "1".
  20. Validate the 'Dose Unit' field contains "Tablet".
  21. Select "AS NEEDED" from the 'Frequency' field and click [Save].
  22. Search for and select "Tylenol 325 MG Tablet Oral" from the 'New Order' field and click [Save].
  23. Select the 'Admission Reconciliation' tab.
  24. Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "Pepto Relief 262 MG Tablet, Chewable Oral" and an order for "Tylenol - 325 MG, TAB, PO".
  25. Select the order for "Pepto" order and click [Add to Scratchpad].
  26. Select the order for "Pepto Relief 262 MG Tablet, Chewable Oral" from the 'Inpatient Medications Scratchpad'.
  27. Validate the 'Dose' field contains "1".
  28. Validate the 'Dose Unit' field contains "Tablet".
  29. Validate the 'Freq' field contains "AS NEEDED".
  30. Set the Duration field to "20" and click [Days]
  31. Validate the 'Days Supply' field contains "20".
  32. Validate the 'Dispense Qty Unit' field contains "20".
  33. Select "Tablet" from the 'Dispense Quantity Unit' field and click [Update Order].
  34. Select the order for "Tylenol 325 MG Tablet Oral" from the 'Home Medications (Pre-Admission)' order grid and click [Hold].
  35. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  36. Set the 'Dose' field to "1".
  37. Validate that "Tablet" is displayed in the 'Dose Unit' field.
  38. Select "TWICE A DAY" from the 'Freq' field.
  39. Set the 'Duration' field to "28" and click [Days].
  40. Validate the 'Days Supply' field contains "28".
  41. Validate the 'Dispense Qty' field contains "56"
  42. Select "Tablet" in the 'Dispense Qty Unit' field.
  43. Click [Add to Scratchpad] and [Finalize for Admission].
  44. Validate the Interactions dialog is displayed.
  45. Override all interactions and click [Save Override and Exit].
  46. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  47. Select a different client and access the 'Admission Reconciliation' tab.
  48. Validate that the orders for "Client A" are not displayed.
Topics
• Admission Med Reconciliation • Discharge Med Reconciliation • myAvatar NX Only • NX • Order Entry Console
AV-78803 Summary | Details
Order Entry Console - Home Medications Only
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
Scenario 1: Access the Order Entry Console, select a client and create a new order - when 'Order Entry Installed To Support Home Meds Only' = "Y"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->General->->->Order Entry Installed to Support Home Meds Only' registry setting must be set to "Y". This is a Netsmart Staff Only registry setting, please contact your Netsmart Representative.
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
Steps
  1. Access the Order Entry Console.
  2. Select "Client A" in the 'My Clients' widget
  3. Validate that "Client A's first name last name and PATID" are displayed next to 'Selected Client' at the top of the application and that "Episode # 1" is displayed next to it.
  4. Validate that only the 'Home Medications' tab is displayed.
  5. Uncheck the 'Client Reported' checkbox.
  6. Search for and select "Ambien 10 MG Tablet Oral (Schedule IV)" in the 'New Order' field.
  7. Set the 'Dose' field to "1".
  8. Validate the 'Dose Unit' field contains "Tablet".
  9. Select "Every Day" in the 'Frequency' field.
  10. Set the 'Days Supply' field to "15" and press Tab.
  11. Validate the 'Dispense Qty' field contains "15".
  12. Validate the 'Dispense Qty Unit' field contains "Tablet".
  13. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily".
  14. Click [Add to Scratchpad] and [Final Review].
  15. Validate the 'Final Review' dialog is displayed.
  16. Select "None" in 'Output' field and click [Sign].
  17. Validate the 'Order grid' contains an order for "Ambien 10 MG ORAL Tablet (Schedule IV) Take one (1) by mouth daily (Refills: 0, Disp. Qty: 15 Tablet)".
Scenario 2: Select a client, access the Order Entry Console and create a new order - when 'Order Entry Installed To Support Home Meds Only' = "Y"
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->General->->->Order Entry Installed to Support Home Meds Only' registry setting must be set to "Y". This is a Netsmart Staff Only registry setting, please contact your Netsmart Representative.
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Validate that only the 'Home Medications' tab is displayed.
  3. Validate that "Client A's first name last name and PATID" are displayed next to 'Selected Client' at the top of the application and that Episode 1 is displayed next to it.
  4. Uncheck the 'Client Reported' checkbox.
  5. Search for and select "Ambien 10 MG Tablet Oral (Schedule IV)" in the 'New Order' field.
  6. Set the 'Dose' field to "1".
  7. Validate the 'Dose Unit' field contains "Tablet".
  8. Select "Every Day" in the 'Frequency' field.
  9. Set the 'Days Supply' field to "15" and press Tab.
  10. Validate the 'Dispense Qty' field contains "15".
  11. Validate the 'Dispense Qty Unit' field contains "Tablet".
  12. Validate the 'Directions' field contains "Take one (1) tablet by mouth daily".
  13. Click [Add to Scratchpad] and [Final Review].
  14. Validate the 'Final Review' dialog is displayed.
  15. Select "None" in 'Output' and click [Sign].
  16. Validate the 'Order grid' contains an order for "Ambien 10 MG ORAL Tablet (Schedule IV) Take one (1) by mouth daily (Refills: 0, Disp. Qty: 15 Tablet)".
Topics
• NX • Order Entry Console
AV-78804 Summary | Details
Avatar eMAR - Witness is not required when 'Qty' is "0".
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Orders This Episode
  • eMAR widget
Scenario 1: Create a Sliding Scale Insulin order and administer in eMAR - Witness Not Required
Specific Setup:
  • An order code must have the 'Enable Sliding Scale Insulin' checkbox selected and the "Require a Witness in Avatar eMAR' field set to 'Yes" in the 'Order Code Setup' form. (HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUSPENSION SUBCUTANEOUS)
  • A 'Sliding Scale Insulin' template must exist. (Sliding Scale Insulin Template 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
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUSPENSION SUBCUTANEOUS)" in the 'New Order' field.
  3. Click [Sliding Scale Instructions].
  4. Validate the 'Sliding Scale Instructions' dialog is displayed.
  5. Select "Sliding Scale Insulin Template A" in the 'Template' field.
  6. Click [Save].
  7. Set the 'Freq' field to "3 TIMES A DAY".
  8. Set the 'Duration' field to "30" and click [Days].
  9. Validate the 'Start Date' field contains the current date.
  10. Set the 'Start Time' field to "12:00 AM".
  11. Validate the 'Addl Instructions' field contains information pertaining to the template selected in the 'Sliding Scale Instructions' dialog.
  12. Click [Add to Scratchpad] and [Sign].
  13. Validate the 'Order grid' contains the new Sliding Scale Insulin order.
  14. Access the 'eMAR' widget.
  15. Validate an order for "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUSPENSION SUBCUTANEOUS" is displayed with "***WITNESS REQUIRED*** in red font and hours of administration of "0900", "1500", and "2100" under the current date.
  16. Complete the 'Order Acknowledgement' and 'Client Education' for the "Humalog" order.
  17. Select the "0900" cell under the current date for the "HUMALOG" order and click [Administer].
  18. Validate the 'Administration Event' dialog is displayed.
  19. Validate the 'Witnessed' checkbox is checked.
  20. Set the 'Med ID' field to any value.
  21. Select an unsuccessful administration event in the 'Administration Event' field.
  22. Validate the 'Witness by' field is required and enabled.
  23. Search for and select any practitioner in the 'Witness by' field and enter that user's password.
  24. Click [Warning - View].
  25. Override all warnings and click [OK].
  26. Check the 'Accept administration information entered' checkbox and click [OK].
  27. Validate the first cell under the current date for the "HUMALOG" order contains unsuccessful administration event and the time administered.
  28. Right click on the administered cell for the "HUMALOG" order and select 'Edit Administration Event'.
  29. Validate the 'Administration Event-Edit' dialog is displayed.
  30. Validate the 'Med ID' field contains the value previously filed.
  31. Select a successful administration event in the 'Administration Event' field.
  32. Click [SSI].
  33. Validate the 'Slide Scale Insulin' dialog is displayed.
  34. Set the 'Blood Glucose mg/dl' field to any value and press Tab.
  35. Validate that a dose is highlighted in the grid and click [Select Dose].
  36. Set the 'Qty' field to "0".
  37. Validate the 'Witnessed' checkbox is not checked.
  38. Validate the 'Witness by' and 'Password' fields are not required and disabled.
  39. Click [Warning - View].
  40. Override all warnings and click [OK].
  41. Click [Submit Edit].
  42. Validate the first cell under the current date for the "HUMALOG" order contains a successful administration event and the time administered.
Scenario 2: eMAR - Administering an order with "Witness" required and a 'Qty' of "0"
Specific Setup:
  • A client must have an inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADVIL 200 MG ORAL TABLET" in the 'New Order' field.
  3. Set the 'Dose' field to "2".
  4. Select "Tablet" in the 'Dose Unit' field.
  5. Select "Daily" in the 'Freq' field.
  6. Set the 'Duration' field to "30" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET 2 Tablet, DAILY.
  9. Access the 'eMAR' widget.
  10. Validate that the order for "ADVIL 200 MG ORAL TABLET" is displayed with hours of administration under the current date.
  11. Validate the 'Order Description' of the order contains ***WITNESS REQUIRED*** in red font and that the 'Dose', 'Dose Unit' and 'Freq' after 'Give' is displayed in a larger font.
  12. Click the 'Click here to provide override reason' link
  13. Validate the 'Wristband Scan Override' dialog is displayed.
  14. Select any value in the 'Please provide a reason for not scanning the client wristband' field.
  15. Set the 'Other Reason' field to any value and click [OK].
  16. Double click in a cell under the current date for the "ADVIL" order.
  17. Validate that the 'Order Acknowledgement' dialog is displayed and click [OK].
  18. Validate that the 'Client Education' dialog is displayed.
  19. Select "Yes" in the 'Education Performed' field and click [OK].
  20. Verify the 'Administration Event' dialog is displayed.
  21. Validate the 'Witnessed' checkbox is disabled and checked.
  22. Fill out all required fields ensuring that a successful administration event is selected.
  23. Set the 'Qty' field to "0".
  24. Set the 'Unit' field to "Tablet".
  25. Validate the 'Witnessed' checkbox is unchecked and enabled.
  26. Validate the 'Witness by' and the 'Password' fields are disabled and do not contain a value.
  27. Override all warnings and click [OK].
  28. Check the 'Accept administration information entered' checkbox and click [OK].
  29. Validate that the first cell under the current date for the "ADVIL" order contains the amount administered and the time administered.
Topics
• Avatar eMAR • eMAR
AV-78805 Summary | Details
POC Results Entry
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Orders This Episode
  • POC Results Entry Configuration
  • Vitals Entry
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 2022 Update 8, Avatar OE 2021 Update 50, Avatar eMAR 2021 Update 20 and RADplus Client Update 2513-005 or 3201-003 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.
  • Must have the "NDC's" for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" and "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET".
  • “Client A” must have the following values entered for 'Blood Glucose' in the ‘Vitals Entry’ form.
  • "120 mg/dL"
  • "125 mg/dL"
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the 'Order Code Setup' form.
  2. Select "Edit Existing Order Code' in the 'Add/Edit Order Code' field.
  3. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'Existing Order Code' field.
  4. Select the following values in the 'Additional Data Elements to Include In Avatar eMAR (Administration)' field.
  5. Blood Glucose
  6. eMAR Results Entry value
  7. Weight
  8. Click [Submit] and close the form.
  9. Select "Client A" and access the Order Entry Console.
  10. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field.
  11. Set the 'Dose' field to "1".
  12. Validate the 'Dose Unit' field contains "Tablet".
  13. Select "As Needed" from the 'Freq' field.
  14. Set the 'Duration' field to "1" and click [Days].
  15. Validate the 'Days Supply' field contains "1".
  16. Validate the 'Dispense Qty' field contains "1".
  17. Select "Tablet" from the 'Dispense Qty Unit' field.
  18. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  19. Click [Add to Scratchpad].
  20. Search for and select "CEFTRIAXONE 1 GM/50 ML SOLUTION INTRAVENOUS" in the 'New Order' field.
  21. Set the 'Dose' field to "1".
  22. Select "Gram" in the 'Dose Unit' field.
  23. Select "AS NEEDED" from the 'Freq' field.
  24. Validate the 'Route' field contains "INTRAVENOUS".
  25. Select "IV Push" from the 'Admin Method' field.
  26. Set the 'Duration' field to "8" and click [Days].
  27. Validate the 'Days Supply' field contains "8".
  28. Set the 'Dispense Qty' field to "8".
  29. Select "Gram" in the 'Dispense Qty Unit' field.
  30. Validate the 'Directions' field contains "Inject one (1) gram intravenously as needed".
  31. Click [Add to Scratchpad] and click [Final Review].
  32. Validate the 'Interactions' dialog is displayed.
  33. Override all interactions and click [Save Override and Exit].
  34. Validate the 'Final Review' dialog is displayed.
  35. Select "None" in the 'Output' column for both orders and click [Sign]
  36. Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "CEFTRIAXONE 1 GM/50 ML INTRAVENOUS SOLUTION".
  37. Access the 'eMAR' widget.
  38. Click the 'Click here to provide override reason' field.
  39. Validate the 'Wristband Scan Override' dialog exists.
  40. Select "Other Reason" from the 'Please provide a reason' field.
  41. Set the 'Other Reason' field to any value.
  42. Click [OK].
  43. Validate an order for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION" is displayed with no hours of administration under the current date.
  44. Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date.
  45. Complete the 'Order Acknowledgement' and 'Client Education' for both orders.
  46. Select a cell under the current date for the "CEFTRIAXONE" order and for the "COUMADIN" order and click [Administer]
  47. Validate the 'Administration Event' dialog is displayed.
  48. Set the 'Med ID' field to the NDC for "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL".
  49. Select a successful administration event in the 'Administration Event' field.
  50. Click [Warning - View].
  51. Override all warnings and click [OK]
  52. Click the 'Infusion Details' tab.
  53. Set the 'Med ID' field to the NDC for "CEFTRIAXONE 1 GM/5 ML INTRAVENOUS SOLUTION".
  54. Select a successful administration event in the 'Administration Event' field.
  55. Click [Warning - View].
  56. Override all warnings and click [OK]
  57. Click the 'Additional Data (Administration)' tab.
  58. Select "120 mg/dL 'Administered date' " from the 'Blood Glucose (mg/dL)' field.
  59. Validate the 'Blood Glucose (mg/dL)' field contains "120".
  60. Set the 'Weight (lbs/kgs)' field to "100" and select "lbs".
  61. Set the 'eMAR Results Entry' field to "75".
  62. Check the 'Accept administration information entered' check box and click [OK].
  63. Validate the first cells under the current date for the "CEFTRIAXONE" and "COUMADIN" orders contain the amount administered and the time administered.
  64. Double click the administered cell under the current date for the "COUMADIN" order.
  65. Set the 'Result' field to "Test".
  66. Click the 'Additional Data (Results)' tab.
  67. Set the 'Blood Glucose (mg/dL)' field to "100".
  68. Set the 'Weight (lbs/kgs)' field to "99" and select "lbs".
  69. Set the 'eMAR Results Entry' field to "65".
  70. Check the 'Accept administration information entered' check box and click [OK].
  71. 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'.
  72. Filter the report by selecting "Client A's PATID" in the 'PATID' field
  73. Filter the report a second time by selecting the current date in the 'data_entry_date' field.
  74. Validate that 8 rows of data are displayed.
  75. 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.
  76. 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.
  77. 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.
  78. 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.
  79. 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.
  80. 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.
  81. 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.
  82. 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.
  83. Validate "Client A" is selected and access the 'eMAR' widget.
  84. Right click the administered cell under the current date for the "COUMADIN" order and select "Edit Administration Event".
  85. Verify the 'Administration Event' dialog is displayed.
  86. Click the 'Additional Data (Administration)' tab.
  87. Validate the 'Blood Glucose (mg/dL)' field contains "120".
  88. Select "125 mg/dL 'Administered date' " from the 'Blood Glucose (mg/dL)' field.
  89. Validate the 'Blood Glucose (mg/dL)' field contains "125".
  90. Validate the 'Weight (lbs/kgs)' field contains "100" and change the value to "105".
  91. Validate that "lbs" is selected.
  92. Validate the 'eMAR Results Entry' field contains "75" and change the value to "80".
  93. Click the 'Additional Data (Results)' tab.
  94. Validate the 'Blood Glucose (mg/dL)' field contains "100" and change the value to "105".
  95. Validate the 'Weight (lbs/kgs)' field contains "99" and change the value to "125".
  96. Validate that "lbs" is selected.
  97. Validate the 'eMAR Results Entry' field contains "65" and change the value to "85".
  98. Check the 'Accept administration information entered' check box and click [OK].
  99. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  100. Validate that 8 rows of data are displayed.
  101. 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.
  102. 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.
  103. 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.
  104. 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.
  105. 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.
  106. 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.
  107. 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.
  108. 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.
  109. Validate that "Client A" is selected and access the 'eMAR' widget.
  110. Right click the administered cell under the current date for the "COUMADIN" order and select "Void Administration Event".
  111. Validate the 'Administration Event' dialog is displayed.
  112. Select "Void Administration Event and Results" and click [Submit Void].
  113. Validate a message is displayed stating: "Are you sure you want to void this Event and Result?" and click [Yes].
  114. Refresh the report created using the 'SYSTEM.cw_vital_signs' table.
  115. Validate that all rows for this administration and result have been removed.
Topics
• Order Entry Console
AV-78806 Summary | Details
Order Entry Console (Orders This Episode section) - Default duration in Doses
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 - My Favorites - Create an order with a 'Frequency Code' of "PRN" with a 'Default Duration (Doses)'.
Specific Setup:
  • Two frequency codes must exist. One that has administration hours of "09:00 AM", "03:00 PM", and "09:00 PM" (3 TIMES A DAY) and one that has a 'Routine or PRN (AS Needed)' equal to "PRN" and no administration hours. (AS NEEDED).
  • A pharmacy-type order code must have a 'Default Duration (Doses)' of "10" and must have "Yes" selected in the 'Allow Open-Ended Orders' field. (Order Code A)
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Validate that the 'New Order' field, 'Order Type Search Filter' field, the [My Favorites - Star], and the 'My Favorites' link are displayed.
  3. Click 'My Favorites'
  4. Validate the 'Favorites' dialog is displayed.
  5. Search for and select "CEFACLOR 250 MG CAPSULE ORAL" in the 'Order Search' field and click [Add to Favorites].
  6. Validate that "CEFACLOR 250 MG CAPSULE ORAL" is displayed in the list of 'Favorites'.
  7. Check the 'Select' checkbox for the "CEFACLOR 250 MG CAPSULE ORAL" order and click [Add to Scratchpad].
  8. Validate the order is displayed in the 'Scratchpad' with a red flag in the 'Action' column.
  9. Select the order in the 'Scratchpad'.
  10. Set the 'Dose' field to "1".
  11. Select "Capsule" in the 'Dose Unit' field.
  12. Select "3 TIMES A DAY" in the 'Freq' field.
  13. Validate the 'Duration' field contains "10" and that [Doses] is selected.
  14. Validate the 'Start Date' field contains the current date.
  15. Validate the 'Start Time' field contains the current time, which is after "09:00 AM" and before "03:00 PM".
  16. Validate the 'Stop Date' field contains a date that is 3 days in the future of the 'Start Date'.
  17. Validate the 'Stop Time' field contains "03:00 PM".
  18. Select "AS NEEDED" in the 'Freq' field.
  19. Validate the 'Duration' field contains "10".
  20. Validate that [Doses] is disabled and not selected.
  21. Validate the 'Stop Date' and 'Stop Time' fields do not contain values.
  22. Click [Update Order] and [Sign].
  23. An 'Interaction' dialog may be displayed.
  24. If displayed override all interactions and click [Save Override and Exit].
  25. Validate the 'Order grid' contains an order for "CEFACLOR 250 MG ORAL CAPSULE 1 Capsule, AS NEEDED".
Scenario 2: Orders This Episode - Order Group - Create an order with a 'Frequency Code' of "PRN" with a 'Default Duration (Doses)'.
Specific Setup:
  • A frequency code must exist with no administration hours. (AS NEEDED).
  • Two pharmacy-type order codes must exist. One that has the 'Default Duration (Doses)' set to "10" and "Yes" selected in the 'Allow Open-Ended Orders' field (CEFACLOR 250 MG CAPSULE ORAL) and one that has a 'Default Duration (Doses)' of "15" and "Yes" selected in the 'Allow Open-Ended Orders' field. (ALEVE 220 MG TABLET ORAL).
  • An order group must exist that contains "CEFACLOR 250 MG CAPSULE ORAL" and "ALEVE 220 MG TABLET ORAL". (Order Group A)
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed.
  4. Validate the 'Order Group Start Date' field contains the current date.
  5. Validate the 'Order Group Start Time' field contains the current time, which is after "03:00 PM" and before "06:00 PM".
  6. Validate the "CEFACLOR 250 MG CAPSULE ORAL" and "ALEVE 220 MG TABLET ORAL" order codes are displayed.
  7. Click [Select All].
  8. Set the 1st 'Dose' field to "1".
  9. Select "Capsule" in the 1st 'Dose Unit' field.
  10. Select "AS NEEDED" in the 1st 'Freq' field.
  11. Set the 2nd 'Dose' field to "1".
  12. Select "Tablet" in the 2nd 'Dose Unit' field.
  13. Select "AS NEEDED" in the 2nd 'Freq' field.
  14. Click [Add to Scratchpad].
  15. Validate that both orders are in the 'Scratchpad'.
  16. Select the "CEFACLOR 250 MG CAPSULE" order.
  17. Validate the 'Dose' field contains "1".
  18. Validate the 'Dose Unit' field contains "Capsule".
  19. Validate the 'Freq' field contains "AS NEEDED".
  20. Validate the 'Duration' field does not contain a value.
  21. Validate that [Doses] is disabled.
  22. Validate the 'Stop Date' and 'Stop Time' fields do not contain values.
  23. Click [Cancel Update].
  24. Select the "ALEVE 220 MG TABLET" order.
  25. Validate the 'Dose' field contains "1".
  26. Validate the 'Dose Unit' field contains "Tablet".
  27. Validate the 'Freq' field contains "AS NEEDED".
  28. Validate the 'Duration' field does not contain a value.
  29. Validate that [Doses] is disabled.
  30. Validate the 'Stop Date' and 'Stop Time' fields do not contain values.
  31. Click [Cancel Update] and [Sign].
  32. Validate the 'Interactions' dialog is displayed.
  33. Override all interactions and click [Save Override and Exit].
  34. Validate the 'Order grid' contains an order for "ALEVE 220 MG ORAL TABLET 1 TABLET, AS NEEDED" and an order for "CEFACLOR 250 MG ORAL CAPSULE 1 Capsule, AS NEEDED".
Topics
• Order Entry Console
AV-78815 Summary | Details
Order Entry Console (Admission Med Reconciliation and Discharge Med Reconciliation sections) - Ordering Practitioner
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: Order Entry Console - Admission Med Reconciliation - Validate the correct 'Ordering Practitioner' is displayed
Specific Setup:
  • Two practitioners must exist. (Practitioner A and Practitioner B)
  • "Practitioner A" is associated with the user who is logged into the application.
  • Two clients must have active inpatient episodes and no active orders. (Client A and Client B).
  • “Client A” must have two episodes of which the second is the inpatient episode and 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" should only have one episode.
Steps
  1. Search for and select "Client A".
  2. Validate the 'Client Name' displays "Client A's name and PATID" and a 'Header Episode" of "Episode # 2".
  3. Access the Order Entry Console and select the 'Admission Med Reconciliation' tab.
  4. Search for and select " AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
  5. Set the 'Dose' field to "1".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "Every Day" in the 'Freq' field.
  8. Set the 'Duration' field to "10" and click [Days].
  9. Validate the 'Days Supply' field contains "10".
  10. Validate the 'Dispense Qty' field contains "10".
  11. Select "Tablet" in the 'Dispense Qty Unit' field.
  12. Click the 2nd [Add to Scratchpad].
  13. Validate the 'Ordering Practitioner' field contains the Practitioner associated with the user who is logged into the application.
  14. Search for and select a different Practitioner, click [Reconcile & Review] and [Sign].
  15. Validate that the 'Admission Med Reconciliation' tab is in view-only mode.
  16. Validate that the 'Ordering Practitioner' field contains the other Practitioner selected.
  17. Select "Client B" in the 'My Clients' widget
  18. Validate the 'Client Name' displays "Client B's name and PATID" and a 'Header Episode" of "Episode # 1".
  19. Validate that both the 'Admission Med Reconciliation' and 'Discharge Med Reconciliation' tabs are displayed.
  20. Validate that the 'Admission Med Reconciliation' tab is displayed and that the 'Ordering Practitioner' field contains the Practitioner associated with the user who is logged into the application.


Scenario 2: Order Entry Console - Discharge Med Reconciliation - Validate the correct 'Ordering Practitioner' is displayed
Specific Setup:
  • Two practitioners must exist. (Practitioner A and Practitioner B)
  • "Practitioner A" is associated with the user who is logged into the application.
  • Two clients must have active inpatient episodes and no active orders. (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.
Steps
  1. Search for and select "Client A".
  2. Validate the 'Client Name' displays "Client A's name and PATID" and a 'Header Episode" of "Episode # 1".
  3. Access the Order Entry Console and select the 'Discharge Med Reconciliation' tab.
  4. Click the 'No Prescription Required' checkbox.
  5. Search for and select "Zubsolv 11.4 MG-2.9 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
  6. Set the 'Dose' field to "1".
  7. Validate the 'Dose Unit' field contains "Tablet".
  8. Select "As Needed" in the 'Freq' field.
  9. Set the 'Days Supply' field to "15" and press Tab.
  10. Validate the 'Dispense Qty' field contains "15".
  11. Validate the 'Dispense Qty Unit' field contains "Tablet".
  12. Click [Add to Scratchpad].
  13. Validate the 'Ordering Practitioner' field contains the Practitioner associated with the user who is logged into the application.
  14. Search for and select a different Practitioner, click [Hold in Pending Status].
  15. Validate that the 'Discharge Med Reconciliation' tab is in view-only mode aside from the following being enabled: [Restart Reconciliation], [Edit Pending Reconciliation], and [Activate & Reconcile].
  16. Validate that the 'Ordering Practitioner' field contains the other Practitioner selected.
  17. Select "Client B" in the 'My Clients' widget
  18. Validate the 'Client Name' displays "Client B's name and PATID" and a 'Header Episode" of "Episode # 1".
  19. Validate that both the 'Admission Med Reconciliation' and 'Discharge Med Reconciliation' tabs are displayed.
  20. Validate that the 'Discharge Med Reconciliation' tab is displayed and that the 'Ordering Practitioner' field contains the Practitioner associated with the user who is logged into the application.
  21. Select "Client A" in the 'My Clients' widget
  22. Validate the 'Client Name' displays "Client A's name and PATID" and a 'Header Episode" of "Episode # 1".
  23. Validate that both the 'Admission Med Reconciliation' and 'Discharge Med Reconciliation' tabs are displayed.
  24. Validate that the 'Discharge Med Reconciliation' tab is displayed and that the 'Ordering Practitioner' field contains the other Practitioner selected before clicking [Hold in Pending Status].
  25. Click [Activate & Reconcile] and [Sign].
  26. Validate that the 'Discharge Med Reconciliation' tab is in view-only mode.
  27. Validate that the 'Ordering Practitioner' field contains the other Practitioner selected.
  28. Select "Client B" in the 'My Clients' widget
  29. Validate the 'Client Name' displays "Client B's name and PATID" and a "Header Episode" of "Episode # 1".
  30. Validate that both the 'Admission Med Reconciliation' and 'Discharge Med Reconciliation' tabs are displayed.
  31. Validate that the 'Discharge Med Reconciliation' tab is displayed and that the 'Ordering Practitioner' field contains the Practitioner associated with the user who is logged into the application.
Topics
• Order Entry Console
AV-78847 Summary | Details
Chart View - Client Header
Scenario 1: Chart View - Validate information displayed in the Chart View header
Specific Setup:
  • Have client [ClientA] admitted in an existing inpatient episode [Episode1] in [SiteA] and [UnitA]
  • [ClientA] has demographic information filed in form "Update Client Data", for example "Sex", "Age" and "Date of Birth"
  • [Client A] has vitals information entered in form "Vitals Entry"
  • [ClientA] has a problem entered in form "Problem List"
Steps
  1. Select [ClientA] in the "My Clients" widget
  2. Select [EpsiodeA] form the "Episodes" drop down list on the home view header
  3. Right-Click on the client to display their "Chart"
  4. Validate the "Chart" header section has the expected data populated in all the following fields (when applicable):
  5. Client Name (PatID #)
  6. Ep: (Episode)
  7. Sex, Age, Date of Birth
  8. Location: (Unit/Room/Bed)
  9. Attn Pract: (Attending Practitioner)
  10. Adm Pract: (Admitting Practitioner)
  11. Ht: Wt: BMI (Vitals Entry)
  12. Problem: (Problem Entry)
  13. Close the clients "Chart"
  14. Select [ClientA] in the "My Clients" widget
  15. Select [EpsiodeA] form the "Episodes" drop down list on the home view
  16. In the "My Clients" widget, select the "Site" tab
  17. Select the "Unit" radio button on the "Site" tab
  18. Search and select [UnitA] in the "Search" field
  19. Select [ClientA] from the list of clients on the tab
  20. Select [EpsiodeA] form the "Episodes" drop down list on the home view header
  21. Right-Click on the client to display their "Chart"
  22. Validate the "Chart" header section is has the expected data populated in the following fields (when applicable):
  23. Client Name (PatID #)
  24. Ep: (Episode)
  25. Sex, Age, Date of Birth
  26. Location: (Unit/Room/Bed)
  27. Attn Pract: (Attending Practitioner)
  28. Adm Pract: (Admitting Practitioner)
  29. Ht: Wt: BMI (Vitals Entry)
  30. Problem: (Problem Entry)
  31. In the "My Clients" widget, select the "Site" tab
  32. Select the "Site" radio button on the "Site" tab
  33. Search and select [SiteA] in the "Search" field
  34. Select [ClientA] from the list of clients on the tab
  35. Select [EpsiodeA] form the "Episodes" drop down list on the home view header
  36. Right-Click on the client to display their "Chart"
  37. Validate the "Chart" header section has all the expected data populated in the following fields (when applicable):
  38. Client Name (PatID #)
  39. Ep: (Episode)
  40. Sex, Age, Date of Birth
  41. Location: (Unit/Room/Bed)
  42. Attn Pract: (Attending Practitioner)
  43. Adm Pract: (Admitting Practitioner)
  44. Ht: Wt: BMI (Vitals Entry)
  45. Problem: (Problem Entry)
Topics
• Forms
AV-78901 Summary | Details
Order Entry Console (Discharge Med Reconciliation section)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Discharge Med Reconciliation - Do Not Add and Do Not Add Remaining
Specific Setup:
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "DIGOXIN 0.125 MG Tablet ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to ".125". and press Tab.
  4. Validate the 'Dose' field contains "0.125".
  5. Select "MG" in the 'Dose Unit' field.
  6. Select "3 TIMES A DAY" in the 'Freq' field.
  7. Set the 'Duration' field to "28" and click [Days].
  8. Click [Add to Scratchpad].
  9. Search for and select "ATIVAN (LORAZEPAM) 2 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
  10. Set the 'Dose' field to "1".
  11. Select "Tablet" in the 'Dose Unit' field.
  12. Select "AS NEEDED" in the 'Freq' field.
  13. Set the 'Duration' field to "15" and click [Days].
  14. Click [Add to Scratchpad].
  15. Search for and select "PERCOCET 325 MG-5 MG TABLET ORAL (Schedule II)" in the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "Tablet" in the 'Dose Unit' field.
  18. Select "Every 8 Hours, As Needed" in the 'Freq' field.
  19. Set the 'Duration' field to "3" and click [Days].
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the 'Interactions' dialog is displayed.
  22. Override all interactions and click [Save Override and Exit].
  23. Validate the 'Order grid' contains the following orders:
  24. PERCOCET 325 MG-5 MG ORAL TABLET (Schedule II) 1 Tablet, Every 8 Hours, As Needed
  25. ATIVAN (LORAZEPAM) 2 MG ORAL TABLET (Schedule IV) 1 Tablet, AS NEEDED
  26. DIGOXIN 0.125 MG ORAL Tablet 0.125 MG, 3 TIMES A DAY
  27. Click the 'Discharge Med Reconciliation' tab.
  28. Validate that row 1 of the 'Inpatient Medications' order grid contains an order for "ATIVAN (LORAZEPAM) 2 MG ORAL TABLET (Schedule IV) 1 Tablet, AS NEEDED".
  29. Validate that row 2 of the 'Inpatient Medications' order grid contains an order for "DIGOXIN 0.125 MG ORAL Tablet 0.125 MG, 3 TIMES A DAY".
  30. Validate that row 3 of the 'Inpatient Medications' order grid contains an order for "PERCOCET 325 MG-5 MG ORAL TABLET (Schedule II) 1 Tablet, Every 8 Hours, As Needed".
  31. Select the "ATIVAN" order
  32. Set the 'New Order' field to "ACETA " and wait for a few seconds and finish typing "MINOP" and immediately click [Do Not Add].
  33. Validate that the "ATIVAN" order contains "DNA" in the 'Action' column.
  34. Set the 'New Order' field to "ACETA " and wait for a few seconds and finish typing "MINOP" and immediately click [Do Not Add Remaining].
  35. Validate that "DNA" is displayed in the 'Action' column for both the "DIGOXIN" and "PERCOCET" orders.
  36. Click [Undo] for all orders in the 'Inpatient Medications' order grid.
Scenario 2: Order Entry Console - Discharge Med Reconciliation - Reorder/Modify
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient program whose Program or Unit must be configured in the 'External Pharmacy Setup' form. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Uncheck the 'Client Reported' checkbox.
  4. Search for and select "Advil 200 MG, Tablet, Oral" in the 'New Order' field.
  5. Set the 'Dose' field to "2".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "Twice a Day" in the 'Frequency' field.
  8. Set the 'Days Supply' field to "15" and press Tab.
  9. Validate the 'Dispense Qty' field contains "60"
  10. Validate the 'Dispense Qty Unit' field contains "Tablet".
  11. Set the 'Start Date' field to "t-10" and press Tab.
  12. Validate the 'Start Date' field contains a date that is 10 days in the past from the current date.
  13. Click [Add to Scratchpad] and [Final Review].
  14. Validate the 'Final Review' dialog is displayed.
  15. Select "None" in the 'Output' field and click [Sign].
  16. Click the 'Discharge Med Reconciliation' tab.
  17. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Advil 200 MG ORAL Tablet Take two (2) tablets by mouth twice a day (Refills: 0, Disp. Qty: 60 Tablet)".
  18. Select the order in the 'Home Medications Scratchpad (Post-Discharge)'.
  19. Set the 'New Order' field to "ACETA ", wait a small amount of time and finish with "MINOPHEN" and immediately click [Reorder/Modify].
  20. Validate the 'New Order' field contains "Advil 200 MG Oral Tablet".
  21. Validate the 'Start Date' field is equal to a date that is 10 days in the past from the current date.
Scenario 3: Order Entry Console - Discharge Med Reconciliation - MakeRx
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient program whose Program or Unit must be configured in the 'External Pharmacy Setup' form. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Validate the 'Client Reported' checkbox is checked.
  4. Search for and select "PriLOSEC OTC 20 MG Tablet, Delayed Release Oral" in the 'New Order' field.
  5. Set the 'Dose' field to "1".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "Every Day" in the 'Frequency' field.
  8. Click [Save].
  9. Validate the 'Order grid' contains an order for "PriLOSEC OTC - 20 MG, TCP, POTake one (1) tablet by mouth daily".
  10. Click the 'Discharge Med Reconciliation' tab.
  11. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "PriLOSEC OTC - 20 MG, TCP, POTake one (1) tablet by mouth daily".
  12. Select the order in the 'Home Medications Scratchpad (Post-Discharge)'.
  13. Set the 'New Order' field to "ACETA ", wait a small amount of time and finish with "MINOPHEN" and immediately click [Make Rx].
  14. Validate the 'New Order' field contains "PriLOSEC OTC 20 MG Oral Tablet, Delayed Release".
Scenario 4: OE NX - Discharge Med Reconciliation - Discharge Disposition with a default Discharge Disposition that is required.
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Default for 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "DF"
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Require 'Discharge Disposition' in OE Console (Discharge Med Rec section)' registry setting must be set to "N".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active inpatient episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Discharge Med Reconciliation' tab.
  3. Validate the 'Discharge Disposition' field is required and contains "Discharge to Facility".
  4. Click the 'Discharge Disposition' field and select the empty value.
  5. Search for "advil" in the 'New Order' field.
  6. Validate a message is displayed stating: "A Discharge Disposition is required. Please Select a disposition to continue" and click [OK].
  7. Validate that the "Discharge to Facility" field is expanded.
  8. Select "Discharge to Facility" in the 'Discharge Disposition' field.
  9. Click [Search] next to the 'New Order' field and select "Advil Liqui-Gels 200 MG Capsule, Liquid Filled Oral".
  10. Set the 'Dose' field to "2".
  11. Validate the 'Dose Unit' field contains "Capsule".
  12. Select "Every 4 Hours" in the 'Frequency' field.
  13. Click [Add to Scratchpad] and [Restart Reconciliation].
Topics
• Discharge Med Reconciliation • Medication Reconciliation • Order Entry Console
AV-79036 Summary | Details
Order Entry Console (Admission Med Reconciliation and Discharge Med Reconciliation sections)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: Order Entry Console - Admission Med Reconciliation - Validate the correct 'Ordering Practitioner' is displayed
Specific Setup:
  • Two practitioners must exist. (Practitioner A and Practitioner B)
  • "Practitioner A" is associated with the user who is logged into the application.
  • Two clients must have active inpatient episodes and no active orders. (Client A and Client B).
  • “Client A” must have two episodes of which the second is the inpatient episode and 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" should only have one episode.
Steps
  1. Search for and select "Client A".
  2. Validate the 'Client Name' displays "Client A's name and PATID" and a 'Header Episode" of "Episode # 2".
  3. Access the Order Entry Console and select the 'Admission Med Reconciliation' tab.
  4. Search for and select " AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
  5. Set the 'Dose' field to "1".
  6. Validate the 'Dose Unit' field contains "Tablet".
  7. Select "Every Day" in the 'Freq' field.
  8. Set the 'Duration' field to "10" and click [Days].
  9. Validate the 'Days Supply' field contains "10".
  10. Validate the 'Dispense Qty' field contains "10".
  11. Select "Tablet" in the 'Dispense Qty Unit' field.
  12. Click the 2nd [Add to Scratchpad].
  13. Validate the 'Ordering Practitioner' field contains the Practitioner associated with the user who is logged into the application.
  14. Search for and select a different Practitioner, click [Reconcile & Review] and [Sign].
  15. Validate that the 'Admission Med Reconciliation' tab is in view-only mode.
  16. Validate that the 'Ordering Practitioner' field contains the other Practitioner selected.
  17. Select "Client B" in the 'My Clients' widget
  18. Validate the 'Client Name' displays "Client B's name and PATID" and a 'Header Episode" of "Episode # 1".
  19. Validate that both the 'Admission Med Reconciliation' and 'Discharge Med Reconciliation' tabs are displayed.
  20. Validate that the 'Admission Med Reconciliation' tab is displayed and that the 'Ordering Practitioner' field contains the Practitioner associated with the user who is logged into the application.


Scenario 2: Order Entry Console - Discharge Med Reconciliation - Validate the correct 'Ordering Practitioner' is displayed
Specific Setup:
  • Two practitioners must exist. (Practitioner A and Practitioner B)
  • "Practitioner A" is associated with the user who is logged into the application.
  • Two clients must have active inpatient episodes and no active orders. (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.
Steps
  1. Search for and select "Client A".
  2. Validate the 'Client Name' displays "Client A's name and PATID" and a 'Header Episode" of "Episode # 1".
  3. Access the Order Entry Console and select the 'Discharge Med Reconciliation' tab.
  4. Click the 'No Prescription Required' checkbox.
  5. Search for and select "Zubsolv 11.4 MG-2.9 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
  6. Set the 'Dose' field to "1".
  7. Validate the 'Dose Unit' field contains "Tablet".
  8. Select "As Needed" in the 'Freq' field.
  9. Set the 'Days Supply' field to "15" and press Tab.
  10. Validate the 'Dispense Qty' field contains "15".
  11. Validate the 'Dispense Qty Unit' field contains "Tablet".
  12. Click [Add to Scratchpad].
  13. Validate the 'Ordering Practitioner' field contains the Practitioner associated with the user who is logged into the application.
  14. Search for and select a different Practitioner, click [Hold in Pending Status].
  15. Validate that the 'Discharge Med Reconciliation' tab is in view-only mode aside from the following being enabled: [Restart Reconciliation], [Edit Pending Reconciliation], and [Activate & Reconcile].
  16. Validate that the 'Ordering Practitioner' field contains the other Practitioner selected.
  17. Select "Client B" in the 'My Clients' widget
  18. Validate the 'Client Name' displays "Client B's name and PATID" and a 'Header Episode" of "Episode # 1".
  19. Validate that both the 'Admission Med Reconciliation' and 'Discharge Med Reconciliation' tabs are displayed.
  20. Validate that the 'Discharge Med Reconciliation' tab is displayed and that the 'Ordering Practitioner' field contains the Practitioner associated with the user who is logged into the application.
  21. Select "Client A" in the 'My Clients' widget
  22. Validate the 'Client Name' displays "Client A's name and PATID" and a 'Header Episode" of "Episode # 1".
  23. Validate that both the 'Admission Med Reconciliation' and 'Discharge Med Reconciliation' tabs are displayed.
  24. Validate that the 'Discharge Med Reconciliation' tab is displayed and that the 'Ordering Practitioner' field contains the other Practitioner selected before clicking [Hold in Pending Status].
  25. Click [Activate & Reconcile] and [Sign].
  26. Validate that the 'Discharge Med Reconciliation' tab is in view-only mode.
  27. Validate that the 'Ordering Practitioner' field contains the other Practitioner selected.
  28. Select "Client B" in the 'My Clients' widget
  29. Validate the 'Client Name' displays "Client B's name and PATID" and a "Header Episode" of "Episode # 1".
  30. Validate that both the 'Admission Med Reconciliation' and 'Discharge Med Reconciliation' tabs are displayed.
  31. Validate that the 'Discharge Med Reconciliation' tab is displayed and that the 'Ordering Practitioner' field contains the Practitioner associated with the user who is logged into the application.
Topics
• Order Entry Console
AV-79053 Summary | Details
Order Entry Console (Home Medications section) - Compliance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
Scenario 1: OE NX - Home Medications - Client Reported - New Order, Make Rx, Compliance and Discontinue
Specific Setup:
  • The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active outpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Access the 'Home Medications' tab.
  3. Validate that the 'Client Reported' checkbox is checked.
  4. Search for and select "Lisinopril 40 MG Tablet Oral" in the 'New Order' field.
  5. Click [Save].
  6. Select the "Lisinopril 40 MG Tablet Oral" order and click [Make RX].
  7. Set the 'Dose' field to "1".
  8. Validate the 'Dose Unit' field contains "Tablet".
  9. Select "DAILY" from the 'Frequency' field.
  10. Select "No Entry" from the 'Diagnosis' field.
  11. Set the 'Dispense Qty' field to "28".
  12. Validate the 'Dispense Qty Unit' field contains "Tablet".
  13. Set the 'Stop Date' field to a date that is 28 days in future of the current date.
  14. Click [Add to Scratchpad].
  15. Validate the 'Scratchpad' contains the order for "Lisinopril 40 MG Tablet Oral 40 MG Tablet Take one (1) tablet by mouth daily (Refills: 0, Dispense Quantity: 28)".
  16. Click [Final Review].
  17. Validate the 'Final Review' dialog is displayed and click [Sign].
  18. Validate the 'Client Reported' checkbox is checked.
  19. Search for and select "Warfarin 2 MG Tablet Oral" in the 'New Order' field.
  20. Click [Save].
  21. Validate the 'Order grid' contains the following orders: "Lisinopril 40 MG Oral Tablet Take one (1) tablet by mouth daily (Refills: 0, Dispense Quantity: 28)" and "Warfarin - 2 MG, TAB, PO".
  22. Select both orders and click [Compliance].
  23. Select "Taking as Prescribed" from the 'Compliance' field.
  24. Set the 'Comments' field to "Client is taking medications when instructed & with a glass of water".
  25. Click [Save].
  26. Validate the 'Order grid' contains the following orders:
  27. "Warfarin - 2 MG, TAB, PO" with the current date and "Taking as Prescribed" in the 'Last Compliance' column.
  28. "Lisinopril 40 MG ORAL Tablet Take one (1) tablet by mouth daily (Refills: 0, Disp. Qty: 28 Tablet)" with the current date and "Taking as Prescribed" in the 'Last Compliance' column.
  29. Click [View] in the 'Last Compliance' column for the "Warfarin" order, validate the 'Comments' contains "Client is taking medications when instructed & with a glass of water", and click [Close].
  30. Click [View] in the 'Last Compliance' column for the "Lisinopril" order, validate the 'Comments' contains "Client is taking medications when instructed & with a glass of water", and click [Close].
  31. Select the "Warfarin" order and click [Edit].
  32. Set the 'Stop Date' field to the current date and click [Save].
  33. Select the "Lisinopril" order in the 'Order grid' and click [D/C], [Add to Scratchpad] and [Final Review].
  34. Validate the 'Final Review' dialog is displayed and click [Sign].
Topics
• Order Entry Console