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RADplus Client Update 2513-008 Acceptance Tests

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AV-78505 Summary | Details
Avatar eMAR - Lines/Tubes/Drains/Devices
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Flowsheet
  • Orders This Episode
Scenario 1: Avatar eMAR - Lines/Tubes/Drains/Devices - Infusions enabled
Specific Setup:
  • Avatar CareFabric 2022 Update 20, Avatar CWS 2022 Update 28, Avatar eMAR 2022 Update 15, Avatar OE 2022 Update 14 and, a myAvatar Client Update or Upgrade are required in order to utilize full functionality.
  • The ‘(22100) Applicable CareFabric LTDD Types’ extended attribute must be set to the appropriate 'Lines/Tubes/Drains/Devices' in the Order Entry Tabled Files ‘(10181) Route of Administration’ dictionary for “Intravenous”.
  • LTDD Flowsheet CarePOV must be configured
  • 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 'Flowsheet'.
  2. Click the 'LTDD' tab.
  3. Add a 'Line/Tube/Drain/Device'
  4. Access the Order Entry Console.
  5. Create an Intravenous Order (Order A).
  6. Access the 'eMAR' widget.
  7. Perform 'Client Education' and 'Order Acknowledgement' on "Order A".
  8. Double click any administration cell for "Order A".
  9. Populate the required fields and select the 'Line/Tube/Drain/Device' created in Flowsheet.
  10. File the administration and validate the selected cell contains the appropriate administration information.
Scenario 2: Avatar eMAR - Lines/Tubes/Drains/Devices - Infusions disabled
Specific Setup:
  • Avatar CareFabric 2022 Update 20, Avatar CWS 2022 Update 28, Avatar eMAR 2022 Update 15, Avatar OE 2022 Update 14 and, a myAvatar Client Update or Upgrade are required in order to utilize full functionality.
  • LTDD Flowsheet CarePOV must be configured
  • 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 'Flowsheet'.
  2. Click the 'LTDD' tab.
  3. Add a 'Line/Tube/Drain/Device'
  4. Access the Order Entry Console.
  5. Create an Intravenous Order (Order A).
  6. Access the 'eMAR' widget.
  7. Perform 'Client Education' and 'Order Acknowledgement' on "Order A".
  8. Double click any administration cell for "Order A".
  9. Populate the required fields and select the 'Line/Tube/Drain/Device' created in Flowsheet.
  10. File the administration and validate the selected cell contains the appropriate administration information.
Topics
• Avatar eMAR
AV-78736 Summary | Details
'Duration' field default validation for 'Taper/Titrate' orders.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home View - Recent Clients
  • Order Entry Console - Medication History
  • Order Entry Console - Taper/Titration dialog
  • Order Entry Console - Warning Dialog - Dosage Range
  • Orders This Episode
Scenario 1: Validate 'Taper/Titrate' orders default to 'Minutes' and 'Days'.
Specific Setup:
  • A client ("Client A"), must have data on file in the 'Allergies and Hypersensitivities' form and in the 'Diagnosis' form.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Search for any medication in the 'New Order' field. Ex: "PRILOSEC (26433) 10 MG CAPSULE, DELAYED RELEASE ORAL".
  3. Click [Taper/Titrate].
  4. Validate the 'Taper/Titrate' dialog contains the order "PRILOSEC(10 MG) CAPSULE, DELAYED RELEASE (Capsule) ORAL"
  5. Validate 'Calendar' is selected in the 'Start/Stop time' field.
  6. Set the 'Dose' field to any numeric value.
  7. Validate the 'Dose Unit' defaults to the selected medication dose unit, ex: Capsule.
  8. Select any value from the 'Days' field drop down list, from 1-30.
  9. Select any value from the 'Freq' field drop down list.
  10. Click [Add Step].
  11. Continue adding steps to the 'Taper/Titrate' order as needed.
  12. Click [Add to Scratchpad].
  13. Click the first order in the 'Scratchpad'.
  14. Validate the 'Duration' field contains the number of 'Minutes' left in the days for that order.
  15. Click [Update Order].
  16. Click the second order in the 'Scratchpad'.
  17. Validate the 'Duration' field contains the number of 'Days' for the order.
  18. Click [Update Order].
  19. Continue to click on each order in the 'Scratchpad' and validate that the 'Duration' is defaulted to 'Days' for each subsequent order.
  20. Click [Sign].
  21. Override all interactions.
  22. Click [Save Override and Exit].
  23. Validate the 'Order Grid' contains all orders entered in the 'Taper/Titrate' order.
Topics
• Order Entry Console
AV-78787 Summary | Details
Avatar eMAR - Specimen Collection
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: Specimen Site Tree - Orders This Episode and eMAR
Specific Setup:
  • The 'Avatar CWS->CWS Utilities->Specimen->->->Enable Specimen Site Selection Tree' registry setting must be set to "Y".
  • A 'Specimen Site Tree Definition' must be filed for a 'Specimen Type' "Urine"
  • A lab-type order code must be configured to have a 'Specimen Type' of "Urine" and an external lab vendor. (Order Code A)
  • The following extended attributes must be set in the 'Order Entry Client Information' "(10245) Specimen Type" dictionary for "Urine"
  • '(10253) Specimen Site' - Required
  • '(10244) Specimen Collection' - Lab Vendor Staff Will Collect
  • '(10245) Specimen Site -eMAR' - Disabled
  • '(10255) Disable Specimen Site if Included in Order' - Yes
  • 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).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" and validate the 'Specimen Type' field contains "Urine".
  3. Click [Specimen Site], define a 'Specimen Site', and create the order.
  4. Access the 'eMAR' widget for "Client A".
  5. Click the 'Lab Orders' tab and validate "Order A" displays.
  6. Double click the 'Specimen Collect' cell and validate the 'Specimen Type' and 'Collection Site' fields are populated with the values selected at order entry and disabled.

Note: Whenever orders are placed with a 'Specimen Type' or 'Collection Site' the respective fields will be disabled in 'eMAR'.

  1. Populate any other desired fields, click the 'Accept specimen collection entered' checkbox, and click [OK].
  2. Validate the selected cell displays with the specimen collection time.
Topics
• Avatar eMAR • Medication Order • NX
AV-78897 Summary | Details
Avatar OE - View Lab Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Results Entry
Scenario 1: OE NX - Create Lab order, enter results, and view in Lab Results
Specific Setup:
  • A client must have an active episode. (Client A)
  • "Client A" must have several hundred lab results filed.
  • "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 a lab-type order code from the 'New Order' field.
  3. Populate all required fields then click [Add to Scratchpad] and [Sign].
  4. Access the 'Results Entry' form.
  5. Select "Add" in the 'Add/Edit/Delete Result' field.
  6. Click [Select Order].
  7. Validate the 'Order Entry Client Profile Order List/Selection' dialog is displayed and the first row contains the Lab order for the current date.
  8. Select the Lab order and click [OK].
  9. Populate all required fields and click [File Header].
  10. Validate a message is displayed stating: "Header information filed." and click [OK].
  11. Select the 'Result Details' tab.
  12. Select "Add" in the 'Add/Edit/Delete Result Detail' field.
  13. Validate the 'Header' field contains the filed Header info.
  14. Validate the 'Order' field contains the Lab order associated with the selected header.
  15. Click [Select Header].
  16. Validate the 'Select Result' dialog is displayed and contains the Lab order for the current date.
  17. Select the Lab order and click [OK].
  18. Populate all required fields and click [File Header].
  19. Validate a message is displayed stating: "Detail information filed." and click [OK].
  20. Close the form.
  21. Select the 'Orders' tab.
  22. Click [View Lab Results].
  23. Set the 'Start Date' field to the beginning of the month.
  24. Validate the 'Lab Results' dialog is displayed and contains the 'Header' and 'Result Details' information for the Lab order.
  25. Validate all fonts are consistent, and all rows are loaded with data, throughout the 'Lab Results' dialog.
  26. Click [Close].
Topics
• Order Entry Console
AV-79019 Summary | Details
Progress Notes warning message for multiple open routing forms.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Preview
  • Progress Notes (Group and Individual) 2
Scenario 1: Progress Note warning message when routing a progress note.
Specific Setup:
  • Need two copies of a progress notes form ('Progress Notes Group and Individual 1' and 'Progress Notes Group and Individual 2').
  • Both copies of the progress notes must have 'Document Routing' enabled.
Steps
  1. For any client, complete a note in the first progress note form and flag it as 'Final'. Click [File Note].
  2. Leave the 'Document Routing' screen displayed, do not enter any responses.
  3. Open the second progress note form, complete a note, and flag it as 'Final'. Click [File Note].
  4. A message will display: "The Document Routing approval screen is already open."
  5. Click [OK].
  6. Return to the open 'Document Routing' screen for the first note.
  7. Complete the routing request.
  8. Return to the second note, and click [File Note].
  9. The 'Document Routing' screen will display without error.
Topics
• Document Routing • Progress Notes
AV-79423 Summary | Details
Order Entry Console - Discharge Med Reconciliation - Hold in Pending Status
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 - Reorder/Modify, Make Rx and Discontinue
Specific Setup:
  • A client must have an active episode. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Click [Change] and validate the 'Pharmacy Search' dialog appears.
  4. Set the 'Search Within' field to "All" and click [Search], choose a pharmacy and then click [Select & Make Preferred].
  5. Validate the chosen pharmacy is listed above the 'Order grid'.
  6. Validate the ‘Reported’ checkbox is checked.
  7. Search for and select "predniSONE 5 MG Tablet Oral" in the 'New Order' field.
  8. Set the ‘Dose’ field to "5".
  9. Validate the 'Dose Unit' field defaults to "Tablet".
  10. Select "Milligram" from the 'Dose Unit' field.
  11. Select "TWICE A DAY" from the ‘Frequency’ field.
  12. Click [Save].
  13. Validate the 'New Order' field does not contain a value.
  14. Uncheck the ‘Reported’ checkbox.
  15. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
  16. Set the ‘Dose’ field to "2".
  17. Validate the 'Dose Unit' field contains "Tablet".
  18. Select "TWICE A DAY" from the ‘Frequency’ field.
  19. Set the ‘Days Supply’ field to "12" and press Tab.
  20. Click [Add to Scratchpad].
  21. Validate the 'New Order' field does not contain a value
  22. Search for and select "cefTRIAXone 1 GM Powder for Solution Injection" in the 'New Order' field.
  23. Set the ‘Dose’ field to "1".
  24. Select "Gram" from the ‘Dose Unit’ field.
  25. Select "EVERY DAY" from the ‘Frequency’ field.
  26. Set the ‘Days Supply’ field to "12".
  27. Set the ‘Dispense Qty’ field to "1".
  28. Select "Gram" from the ‘Dispense Qty Unit' field.
  29. Click [Add to Scratchpad] and [Final Review].
  30. Validate the 'Interactions' dialog is displayed.
  31. Override all interactions and click [Save Override and Exit].
  32. Validate the ‘Final Review’ dialog is displayed click [Sign]
  33. Validate the 'Order grid' contains an order for "predniSONE - 5 MG, TAB, PO", "ADVIL 200 MG TABLET ORAL", and "cefTRIAXone 1 GM Powder for Solution Injection".
  34. Select the "ADVIL" order and click [Modify].
  35. Validate the 'New Order' field contains "ADVIL 200 MG ORAL Tablet".
  36. Set the 'Dose' field to "1".
  37. Click [Add to Scratchpad] and [Final Review].
  38. Validate the 'Interactions' dialog is displayed.
  39. Override all interactions and click [Save Override and Exit].
  40. Validate the 'Final Review' dialog is displayed and click [Sign].
  41. Select the "ceftTRIAXone 1 GM Powder for Solution Injection" order and click [Reorder].
  42. Validate the 'New Order' field contains "ceftTRIAXone 1 GM Powder for Solution Injection".
  43. Click [Add to Scratchpad][Final Review], and [Sign].
  44. Select the ‘Discharge Reconciliation’ tab.
  45. Validate the chosen pharmacy is listed above the 'Home Medications Scratchpad (Post-Discharge)'.
  46. Validate that the three orders appear in the 'Home Medications Scratchpad (Post Discharge)'.
  47. Click on the order for "predniSONE - 5MG, TAB, PO" and click [Make Rx].
  48. Validate the 'Dose Unit' field contains "Milligram" in myAvatar and "Tablet" in NX.
  49. Select any value from the ‘Diagnosis’ field.
  50. Set the ‘Days Supply’ field to "12".
  51. Click [Update Order].
  52. Validate that ‘Action’ for the “predniSONE - 5MG, TAB, PO” order contains "MAKE RX".
  53. Click on the order for "Advil 200 MG ORAL Tablet" and click [DC].
  54. Validate that ‘Action’ for the “Advil 200 MG ORAL Tablet” order contains "DC".
  55. Select “cefTRIAXone 1 GM INJECTION Powder for Solution” from 'Home Medications Scratchpad (Post-Discharge)'.
  56. Click [Reorder/Modify].
  57. Validate the 'New Order' field contains "cefTRIAXone 1 GM INJECTION Powder for Solution”.
  58. Click [Update Order].
  59. Validate that ‘Action’ for the “cefTRIAXone 1 GM INJECTION Powder for Solution” order contains "REORDER/MODIFY".
  60. Click [Review and Sign].
  61. Validate the 'Interactions' dialog is displayed.
  62. Override all interactions and click [Save Override and Exit].
  63. Validate the ‘Final Review’ dialog is displayed and click [Sign].
  64. Validate the chosen pharmacy is still listed above the 'Home Medications Scratchpad (Post-Discharge)'.
Topics
• Discharge Med Reconciliation • NX • Order Entry Console
AV-79579 Summary | Details
eMAR - Blood Pressure
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
  • Order Code Setup
  • Orders This Episode
  • Vitals Entry
Scenario 1: eMAR - 'Time Window for selection of previously entered Blood Pressure readings in eMAR' set to "Y".
Specific Setup:
  • Registry setting "Avatar eMAR->General->Settings->->->Time Window for selection of previously entered Blood Glucose readings in eMAR" must be set to "120"
  • Registry setting "Avatar eMAR->General->Settings->->->Time Window for selection of previously entered Blood Pressure readings in eMAR" must be set to "120"
  • A client must have an active episode. (Client A)
Steps
  1. Access the 'Order Code Setup' form.
  2. Select 'Edit Existing Code' from the 'Add/Edit Order Code' field.
  3. Search for and select "JEVITY 1.5 CAL LIQUID ORAL " in the 'Existing Order Code.
  4. Add the following vitals to the 'Additional Data Elements To Include In Avatar eMAR (Administration)' and 'Additional Data Elements To Include In Avatar eMAR (Results)' 'Additional Data Elements To Require In Avatar eMAR (Administration)' and 'Additional Data Elements To Require In Avatar eMAR (Results)' fields:
  5. Blood Glucose
  6. Blood Pressure
  7. Heart Rate
  8. Oxygen
  9. Click [Submit].
  10. Validate a message is displayed "Do you wish to return to form?" and click [No].
  11. Access the 'Vitals Entry' form for "Client A".
  12. Set the 'Date' to the current date.
  13. Set the 'Time' field to "03:30 PM".
  14. Set the 'Systolic' field to "120".
  15. Set the 'Diastolic' field to "80".
  16. Select "Sitting" from the 'Position' field.
  17. Set the 'Blood Glucose' field to "82".
  18. Set the '(ft in)' field to "5 8".
  19. Set the '(lbs)' field to "175" and click [Submit].
  20. Validate a message is displayed "Do you wish to return to form?" and click [Yes].
  21. Set the 'Date' to the current date.
  22. Set the 'Time' field to "03:45 PM".
  23. Set the 'Systolic' field to "110".
  24. Set the 'Diastolic' field to "77".
  25. Select "Lying" from the 'Position' field.
  26. Set the 'Blood Glucose' field to "77".
  27. Click [Submit].
  28. Validate a message is displayed "Do you wish to return to form?" and click [Yes].
  29. Set the 'Date' to the current date.
  30. Set the 'Time' field to "03:55 PM".
  31. Set the 'Systolic' field to "100".
  32. Set the 'Diastolic' field to "77".
  33. Select "Standing" from the 'Position' field.
  34. Set the 'Blood Glucose' field to "77".
  35. Click [Submit].
  36. Validate a message is displayed "Do you wish to return to form?" and click [No].
  37. Access the Order Entry Console.
  38. Search for and select "JEVITY 1.5 CAL LIQUID ORAL" from the 'New Order' field.
  39. Set the 'Dose' field to "400".
  40. Select "mL" from the 'Dose Unit' field.
  41. Select "3 TIMES A DAY" from the 'Frequency' field.
  42. Set the 'Duration' field to "30" and click [Days].
  43. Click [Add to Scratchpad] and [Sign].
  44. Validate the 'Order grid' contains an order for "JEVITY 1.5 CAL ORAL LIQUID400 mL, 3 TIMES A DAY".
  45. Click the eMAR tab.
  46. Validate the 'Order Description' field is equal to "JEVITY 1.5 CAL ORAL LIQUID ↳Give: 400 mL 3 TIMES A DAY".
  47. Click the 'Click here to provide override reason' item.
  48. Select "Wristband is wet" from the 'Please provide a reason for not scanning the client wristband' field and click [OK].
  49. Double click a cell under the current date.
  50. Validate the 'Administration Event Details' and 'Add'l Data (Administration)' tabs both contain a red required flag.
  51. Set the 'Med ID' cell to the med id for the order (70074-0573-33).
  52. Validate the 'Qty' cell is equal to "400".
  53. Validate the 'Unit' cell is equal to "mL".
  54. Select "Nurse Administered" from the 'Administration Event' field.
  55. Populate any warnings if they exist.
  56. Validate the 'Administration Event Details' tab contains a green checkmark.
  57. Click the 'Additional Data (Administration)' tab.
  58. Validate all entries from the 'Vitals Entry' form display in the dropdown fields for 'Blood Glucose' and 'Blood Pressure'.
  59. Select the "82" entry from the 'Blood Glucose (mg/dL)' field.
  60. Select the "120/80" entry in the 'Blood Pressure (Systolic/Diastolic -mm/Hg)' field.
  61. Set the Heart Rate (bpm) field to "70".
  62. Set the Oxygen Saturation (%) field to "98".
  63. Validate the 'Add'l Data (Administration)' tab contains a green check mark.
  64. Click the 'Accept administration information entered' checkbox and click [OK].
  65. Validate the cell selected displays "400 mL" and the current time.
  66. Double click on the cell previously administered.
  67. Set the 'Result' field to "Testing".
  68. Click the 'Additional Data (Administration)' tab.
  69. Validate the 'Blood Glucose' field is equal to "82".
  70. Validate the 'Blood Pressure' field is equal to "120/80".
  71. Validate the 'Heart Rate (bpm)' field is equal to "70".
  72. Validate the 'Oxygen Saturation (%)' field is equal to "98".
  73. Click the 'Add'l Data (Results)' tab.
  74. Select the "110/77" entry from the 'Blood Glucose (mg/dL)' field.
  75. Select the "77" entry from the 'Blood Pressure (Systolic/Diastolic -mm/Hg)' field.
  76. Set the 'Heart Rate (bpm)' field to "70".
  77. Set the 'Oxygen Saturation (%)' field to "95".
  78. Click the 'Accept administration information entered' checkbox and click [OK].
Topics
• Avatar eMAR
AV-79581 Summary | Details
Document Routing - Approval Comments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Ambulatory Progress Notes
  • App Dashboard
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • Dynamic Form - document routing - sign
  • Dynamic Form - Document Routing Setup - Select Form
  • Dynamic Forms - Document Routing - Route Document To Dialog
  • Dynamic Form - Progress Notes
  • Progress Notes (Group and Individual)
  • Staff Assessment
  • Dynamic Form - Treatment Plan
  • Dynamic Form Client Treatment Plan
  • Dynamic Form Plan Date
  • Registry Settings (PM)
  • Treatment Plan
Scenario 1: Approving Ambulatory Progress Notes with Approval Comments
Specific Setup:
  • Define at least one additional Avatar user(s) to be document approvers for Ambulatory Progress Notes for the purpose of document routing.
Steps
  1. Open "Document Routing Setup" form.
  2. Select a Progress Note form.
  3. Set "Enable Document routing" field to "Yes".
  4. Set "Allow Comments During Approval" to "Yes".
  5. Click "Submit" to file the data.
  6. Open the Progress Note form.
  7. File the form in draft mode.
  8. Retrieve the drafted form.
  9. Finalize the form by setting the "Draft/Final" field to "Final".
  10. Submit the form.
  11. Click "Accept".
  12. Provide the password.
  13. When prompted, provide the "Approval Comments".
  14. Open the "Clinical Document Viewer" form.
  15. Locate and view the document that was just filed.
  16. Validate that the document includes the authors Approval Comments in the signature area of the document.
  17. Open the "System Management Portal".
  18. Using SQL, execute the following query: SELECT * from DocR.comments
  19. Validate that a row has been added for each "Approval Comment" entered.
  20. Open the Progress Note form.
  21. Finalize the form by setting the "Draft/Final" field to "Final".
  22. Submit the form.
  23. Click "Accept and Route".
  24. Provide the password.
  25. Select the approver(s).
  26. To Do's are sent to the approver(s).
  27. Sign on to Avatar as the first approver.
  28. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  29. Click "Accept" to approve the form.
  30. Enter the "Approval Comments".
  31. If there are additional approvers, log onto Avatar as the additional approver.
  32. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  33. Click "Accept" to approve the form.
  34. Enter the "Approval Comments" for this approver.
  35. Open the "Clinical Document Viewer" form.
  36. Locate and view the document that was just filed.
  37. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  38. Open the "System Management Portal".
  39. Using SQL, execute the following query: SELECT * from DocR.comments
  40. Validate that a row has been added for each "Approval Comment" entered.
  41. Open the Progress Note form.
  42. Finalize the form by setting the "Draft/Final" field to "Final".
  43. Submit the form.
  44. Click "Accept and Route".
  45. Provide the password.
  46. Select the approver(s).
  47. To Do's are sent to the approver(s).
  48. Sign on to Avatar as the first approver.
  49. Select the To Do to Accept the document from the Sign Tab of the "My To Do" widget.
  50. Click "Accept" to approve the form.
  51. Enter the "Approval Comments".
  52. Click "Sign All" to sign the document.
  53. If there are additional approvers, log onto Avatar as the additional approver.
  54. Select the To Do to Accept the document from the SignTab of the "My To Do" widget.
  55. Click "Accept" to approve the form.
  56. Enter the "Approval Comments" for this approver.
  57. Click "Sign All" to sign the document.
  58. Open the "Clinical Document Viewer" form.
  59. Locate and view the document that was just filed.
  60. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  61. Open the "System Management Portal".
  62. Using SQL, execute the following query: SELECT * from DocR.comments
  63. Validate that a row has been added for each "Approval Comment" entered.
Scenario 2: Approving Progress Notes (Group and Individual) - Approval Comments
Specific Setup:
  • Define at least one additional Avatar user(s) to be document approvers for Progress Notes(Group and Individual) for the purpose of document routing.
Steps
  1. Open "Document Routing Setup" form.
  2. Select a Progress Note form.
  3. Set "Enable Document routing" field to "Yes".
  4. Set "Allow Comments During Approval" to "Yes".
  5. Click "Submit" to file the data.
  6. Open the Progress Note form.
  7. File the form in draft mode.
  8. Retrieve the drafted form.
  9. Finalize the form by setting the "Draft/Final" field to "Final".
  10. Submit the form.
  11. Click "Accept".
  12. Provide the password.
  13. When prompted, provide the "Approval Comments".
  14. Open the "Clinical Document Viewer" form.
  15. Locate and view the document that was just filed.
  16. Validate that the document includes the authors Approval Comments in the signature area of the document.
  17. Open the "System Management Portal".
  18. Using SQL, execute the following query: SELECT * from DocR.comments
  19. Validate that a row has been added for each "Approval Comment" entered.
  20. Open the Progress Note form. File the form in draft mode.
  21. Retrieve the drafted form.
  22. Finalize the form by setting the "Draft/Final" field to "Final".
  23. Submit the form.
  24. Click "Accept and Route".
  25. Provide the password.
  26. Select the approver(s).
  27. To Do's are sent to the approver(s).
  28. Sign on to Avatar as the first approver.
  29. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  30. Click "Accept" to approve the form.
  31. Enter the "Approval Comments".
  32. If there are additional approvers, log onto Avatar as the additional approver.
  33. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  34. Click "Accept" to approve the form.
  35. Enter the "Approval Comments" for this approver.
  36. Open the "Clinical Document Viewer" form.
  37. Locate and view the document that was just filed.
  38. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  39. Open the "System Management Portal".
  40. Using SQL, execute the following query: SELECT * from DocR.comments
  41. Validate that a row has been added for each "Approval Comment" entered.
  42. Open the Progress Note form.
  43. Finalize the form by setting the "Draft/Final" field to "Final".
  44. Submit the form.
  45. Click "Accept and Route".
  46. Provide the password.
  47. Select the approver(s).
  48. To Do's are sent to the approver(s).
  49. Sign on to Avatar as the first approver.
  50. Select the To Do to Accept the document from the Sign Tab of the "My To Do" widget.
  51. Click "Accept" to approve the form.
  52. Enter the "Approval Comments".
  53. Click "Sign All" to sign the document.
  54. If there are additional approvers, log onto Avatar as the additional approver.
  55. Select the To Do to Accept the document from the SignTab of the "My To Do" widget.
  56. Click "Accept" to approve the form.
  57. Enter the "Approval Comments" for this approver.
  58. Click "Sign All" to sign the document.
  59. Open the "Clinical Document Viewer" form.
  60. Locate and view the document that was just filed.
  61. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  62. Open the "System Management Portal".
  63. Using SQL, execute the following query: SELECT * from DocR.comments
  64. Validate that a row has been added for each "Approval Comment" entered.
Scenario 3: Approving Inpatient Progress Notes - Approval Comments
Specific Setup:
  • Define at least one additional Avatar user(s) to be document approvers for Inpatient Progress Notes for the purpose of document routing.
Steps
  1. Open "Document Routing Setup" form.
  2. Select a Progress Note form.
  3. Set "Enable Document routing" field to "Yes".
  4. Set "Allow Comments During Approval" to "Yes".
  5. Click "Submit" to file the data.
  6. Open the Progress Note form.
  7. File the form in draft mode.
  8. Retrieve the drafted form.
  9. Finalize the form by setting the "Draft/Final" field to "Final".
  10. Submit the form.
  11. Click "Accept".
  12. Provide the password.
  13. When prompted, provide the "Approval Comments".
  14. Open the "Clinical Document Viewer" form.
  15. Locate and view the document that was just filed.
  16. Validate that the document includes the authors Approval Comments in the signature area of the document.
  17. Open the "System Management Portal".
  18. Using SQL, execute the following query: SELECT * from DocR.comments
  19. Validate that a row has been added for each "Approval Comment" entered.
  20. Open the Progress Note form. File the form in draft mode.
  21. Retrieve the drafted form.
  22. Finalize the form by setting the "Draft/Final" field to "Final".
  23. Submit the form.
  24. Click "Accept and Route".
  25. Provide the password.
  26. Select the approver(s).
  27. To Do's are sent to the approver(s).
  28. Sign on to Avatar as the first approver.
  29. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  30. Click "Accept" to approve the form.
  31. Enter the "Approval Comments".
  32. If there are additional approvers, log onto Avatar as the additional approver.
  33. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  34. Click "Accept" to approve the form.
  35. Enter the "Approval Comments" for this approver.
  36. Open the "Clinical Document Viewer" form.
  37. Locate and view the document that was just filed.
  38. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  39. Open the "System Management Portal".
  40. Using SQL, execute the following query: SELECT * from DocR.comments
  41. Validate that a row has been added for each "Approval Comment" entered.
  42. Open the Progress Note form.
  43. Finalize the form by setting the "Draft/Final" field to "Final".
  44. Submit the form.
  45. Click "Accept and Route".
  46. Provide the password.
  47. Select the approver(s).
  48. To Do's are sent to the approver(s).
  49. Sign on to Avatar as the first approver.
  50. Select the To Do to Accept the document from the Sign Tab of the "My To Do" widget.
  51. Click "Accept" to approve the form.
  52. Enter the "Approval Comments".
  53. Click "Sign All" to sign the document.
  54. If there are additional approvers, log onto Avatar as the additional approver.
  55. Select the To Do to Accept the document from the SignTab of the "My To Do" widget.
  56. Click "Accept" to approve the form.
  57. Enter the "Approval Comments" for this approver.
  58. Click "Sign All" to sign the document.
  59. Open the "Clinical Document Viewer" form.
  60. Locate and view the document that was just filed.
  61. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  62. Open the "System Management Portal".
  63. Using SQL, execute the following query: SELECT * from DocR.comments
  64. Validate that a row has been added for each "Approval Comment" entered.
Scenario 4: Approving CWS Modeled forms - Approval Comments
Specific Setup:
  • Define at least one additional Avatar user(s) to be document approvers for a modeled form for the purpose of document routing.
Steps
  1. Open "Document Routing Setup" form.
  2. Select a CWS modeled form.
  3. Set "Enable Document routing" field to "Yes".
  4. Set "Allow Comments During Approval" to "Yes".
  5. Click "Submit" to file the data.
  6. Open the CWS modeled form.
  7. File the form in draft mode.
  8. Retrieve the drafted form.
  9. Finalize the form by setting the "Draft/Final" field to "Final".
  10. Submit the form.
  11. Click "Accept".
  12. Provide the password.
  13. When prompted, provide the "Approval Comments".
  14. Open the "Clinical Document Viewer" form.
  15. Locate and view the document that was just filed.
  16. Validate that the document includes the authors Approval Comments in the signature area of the document.
  17. Open the "System Management Portal".
  18. Using SQL, execute the following query: SELECT * from DocR.comments
  19. Validate that a row has been added for each "Approval Comment" entered.
  20. Open the CWS modeled form.
  21. File the form in draft mode.
  22. Retrieve the drafted form.
  23. Finalize the form by setting the "Draft/Final" field to "Final".
  24. Submit the form.
  25. Click "Accept and Route".
  26. Provide the password.
  27. Select the approver(s).
  28. To Do's are sent to the approver(s).
  29. Sign on to Avatar as the first approver.
  30. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  31. Click "Accept" to approve the form.
  32. Enter the "Approval Comments".
  33. If there are additional approvers, log onto Avatar as the additional approver.
  34. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  35. Click "Accept" to approve the form.
  36. Enter the "Approval Comments" for this approver.
  37. Open the "Clinical Document Viewer" form.
  38. Locate and view the document that was just filed.
  39. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  40. Open the "System Management Portal".
  41. Using SQL, execute the following query: SELECT * from DocR.comments
  42. Validate that a row has been added for each "Approval Comment" entered.
  43. Open the Progress Note form.
  44. Finalize the form by setting the "Draft/Final" field to "Final".
  45. Submit the form.
  46. Click "Accept and Route".
  47. Provide the password.
  48. Select the approver(s).
  49. To Do's are sent to the approver(s).
  50. Sign on to Avatar as the first approver.
  51. Select the To Do to Accept the document from the Sign Tab of the "My To Do" widget.
  52. Click "Accept" to approve the form.
  53. Enter the "Approval Comments".
  54. Click "Sign All" to sign the document.
  55. If there are additional approvers, log onto Avatar as the additional approver.
  56. Select the To Do to Accept the document from the SignTab of the "My To Do" widget.
  57. Click "Accept" to approve the form.
  58. Enter the "Approval Comments" for this approver.
  59. Click "Sign All" to sign the document.
  60. Open the "Clinical Document Viewer" form.
  61. Locate and view the document that was just filed.
  62. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  63. Open the "System Management Portal".
  64. Using SQL, execute the following query: SELECT * from DocR.comments
  65. Validate that a row has been added for each "Approval Comment" entered.
Scenario 5: Approving Treatment Plan - Approval Comments
Specific Setup:
  • Define at least one additional Avatar user(s) to be document approvers for Treatment Plans for the purpose of document routing.
Steps
  1. Open "Document Routing Setup" form.
  2. Select the "Treatment Plan" form.
  3. Set "Enable Document routing" field to "Yes".
  4. Set "Allow Comments During Approval" to "Yes".
  5. Click "Submit" to file the data.
  6. Open the "Treatment Plan" form.
  7. File the form in draft mode.
  8. Retrieve the drafted form.
  9. Finalize the form by setting the "Draft/Final" field to "Final".
  10. Submit the form.
  11. Click "Accept".
  12. Provide the password.
  13. When prompted, provide the "Approval Comments".
  14. Open the "Clinical Document Viewer" form.
  15. Locate and view the document that was just filed.
  16. Validate that the document includes the authors Approval Comments in the signature area of the document.
  17. Open the "System Management Portal".
  18. Using SQL, execute the following query: SELECT * from DocR.comments
  19. Validate that a row has been added for each "Approval Comment" entered.
  20. Open the Progress Note form. File the form in draft mode.
  21. Retrieve the drafted form.
  22. Finalize the form by setting the "Draft/Final" field to "Final".
  23. Submit the form.
  24. Click "Accept and Route".
  25. Provide the password.
  26. Select the approver(s).
  27. To Do's are sent to the approver(s).
  28. Sign on to Avatar as the first approver.
  29. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  30. Click "Accept" to approve the form.
  31. Enter the "Approval Comments".
  32. If there are additional approvers, log onto Avatar as the additional approver.
  33. Select the To Do to Approve Document from the All Tab of the "My To Do" widget.
  34. Click "Accept" to approve the form.
  35. Enter the "Approval Comments" for this approver.
  36. Open the "Clinical Document Viewer" form.
  37. Locate and view the document that was just filed.
  38. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  39. Open the "System Management Portal".
  40. Using SQL, execute the following query: SELECT * from DocR.comments
  41. Validate that a row has been added for each "Approval Comment" entered.
  42. Open the Progress Note form.
  43. Finalize the form by setting the "Draft/Final" field to "Final".
  44. Submit the form.
  45. Click "Accept and Route".
  46. Provide the password.
  47. Select the approver(s).
  48. To Do's are sent to the approver(s).
  49. Sign on to Avatar as the first approver.
  50. Select the To Do to Accept the document from the Sign Tab of the "My To Do" widget.
  51. Click "Accept" to approve the form.
  52. Enter the "Approval Comments".
  53. Click "Sign All" to sign the document.
  54. If there are additional approvers, log onto Avatar as the additional approver.
  55. Select the To Do to Accept the document from the SignTab of the "My To Do" widget.
  56. Click "Accept" to approve the form.
  57. Enter the "Approval Comments" for this approver.
  58. Click "Sign All" to sign the document.
  59. Open the "Clinical Document Viewer" form.
  60. Locate and view the document that was just filed.
  61. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  62. Open the "System Management Portal".
  63. Using SQL, execute the following query: SELECT * from DocR.comments
  64. Validate that a row has been added for each "Approval Comment" entered.
Topics
• Document Routing • Progress Notes
AV-80037 Summary | Details
Avatar OE - Med Rec - Ordering Practitioner
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry User Definition
  • Order Entry Console - Admission Med Reconciliation
Scenario 1: OE NX -Discharge Med Reconciliation - Validate the Correct 'Ordering Practitioner' is Displayed - No Default Practitioner
Specific Setup:
  • The 'Use Staff Member As Ordering Practitioner' field in the 'Order Entry User Definition' form must be set to "No".
  • Please log out of the application and log back in after completing the above configuration.
  • A practitioner must exist. (Practitioner A)
  • Two clients must have active inpatient episodes and no active orders. (Client A and Client B)
  • “Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Search for and select "Client A".
  2. Access the Order Entry Console and select the 'Discharge Med Reconciliation' tab.
  3. Validate the 'Ordering Practitioner' field is blank.
  4. Search for and select "Practitioner A" in the 'Ordering Practitioner' field.
  5. Click the 'No Prescription Required' checkbox.
  6. In the 'New Order' field, create an order (Order A).
  7. Click [Add to Scratchpad] and click [Hold in Pending Status].
  8. 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].
  9. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  10. Select "Client B" in the 'My Clients' widget
  11. Access the 'Discharge Med Reconciliation' tab and validate the 'Ordering Practitioner' field is blank.
  12. Select "Client A" in the 'My Clients' widget
  13. Access the 'Discharge Med Reconciliation' tab and validate the 'Ordering Practitioner' field contains "Practitioner A".
  14. Click [Activate & Reconcile] and [Sign].
  15. Validate that the 'Discharge Med Reconciliation' tab is in view-only mode.
  16. Validate the 'Ordering Practitioner' field contains "Practitioner A".
  17. Select "Client B" in the 'My Clients' widget
  18. Access the 'Discharge Med Reconciliation' tab and validate the 'Ordering Practitioner' field is blank.
Scenario 2: OE NX - Admission Med Reconciliation - Validate the Correct 'Ordering Practitioner' is Displayed - No Default Practitioner
Specific Setup:
  1. The 'Use Staff Member As Ordering Practitioner' field in the 'Order Entry User Definition' form must be set to "No".
  2. Please log out of the application and log back in after completing the above configuration.
  3. A practitioner must exist. (Practitioner A)
  4. Two clients must have active inpatient episodes and no active orders. (Client A and Client B)
  5. “Client A” and "Client B" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Search for and select "Client A".
  2. Access the Order Entry Console and select the 'Admission Med Reconciliation' tab.
  3. In the 'New Order' field, create an order (Order A).
  4. Click [Add to Scratchpad].
  5. Validate the 'Ordering Practitioner' field is blank.
  6. Search for and select "Practitioner A" in the 'Ordering Practitioner' field, click [Reconcile & Sign].
  7. Validate that the 'Admission Med Reconciliation' tab is in view-only mode.
  8. Validate that the 'Ordering Practitioner' field contains "Practitioner A".
  9. Select "Client B" in the 'My Clients' widget
  10. Validate the 'Ordering Practitioner' field is blank.
Topics
• Order Entry Console
AV-80038 Summary | Details
OE NX - Home Medications - OrderConnect Links
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE NX - Home Medications - Prescriber's Queue and External RxHx links
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) make note of the 'Agency ID' in the 'OrderConnect Facility/Agency Definition' form for Client A's program.
Steps
  • Select "Client A" and access the Order Entry Console.
  • Click the 'Home Medications' tab.
  • Click the 'External RxHx' and 'Prescriber's Queue' links and validate the 'Facility Name' for the agency associated to "Client A's" program displays.
Topics
• NX • Order Entry Console
AV-80039 Summary | Details
Note to Pharmacist - Orders This Episode - Home Meds
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Order Entry Console
  • Orders This Episode
Scenario 1: OE NX - Note To Pharmacist - Copy, Reorder and Modify
Specific Setup:
  • The 'Default to Client Reported' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user.
  • 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’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-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. Click the 'Freq' field.
  6. Select "AS NEEDED" from the ‘Freq’ field.
  7. Set the ’Duration’ field to "14" and click [Days].
  8. Validate the 'Days Supply' field contains "14".
  9. Validate the 'Dispense Qty' field contains "14".
  10. Select "Tablet" from the 'Dispense Qty Unit' field.
  11. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  12. Set the 'Note to Pharmacist' field to " Testing, OTE".
  13. Click [Add to Scratchpad] and click [Final Review].
  14. Validate the 'Interactions' dialog is displayed.
  15. Override all interactions and click [Save Override and Exit].
  16. Validate the 'Final Review' dialog is displayed and click [Sign].
  17. Validate the 'Order grid' contains the order "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG ORAL 1 Tablet, AS NEEDED".
  18. Access the 'Home Medications' tab.
  19. Uncheck the 'Client Reported' checkbox.
  20. Search for and select "Benadryl Allergy 25 MG Tablet Oral" in the 'New Order' field.
  21. Set the 'Dose' field to "1".
  22. Select "TWICE A DAY" from the 'Frequency' field.
  23. Set the 'Days Supply' field to "15".
  24. Validate the 'Dispense Qty' field contains "30".
  25. Validate the 'Dispense Qty' field contains "Tablet".
  26. Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
  27. Set the 'Note to Pharmacist' field to "Testing, Home Meds".
  28. Click [Add to Scratchpad] and click [Final Review].
  29. Validate the 'Final Review' dialog is displayed and click [Sign].
  30. Validate the 'Order grid' contains the order "Benadryl Allergy 25 MG ORAL Tablet Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 30 Tablet)Note To Pharmacist: Testing, Home Meds".
  31. Access the 'Admission Reconciliation' tab.
  32. Validate the 'Home Medications (Pre-Admission)' grid contains the order "Benadryl Allergy 25 MG ORAL Tablet Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 30 Tablet)Note To Pharmacist: Testing, Home Meds".
  33. Validate the 'Inpatient Medications Scratchpad' contains the order "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG ORAL 1 Tablet, AS NEEDED".
  34. Select the "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG" in the 'Inpatient Medications Scratchpad'.
  35. Click [Modify].
  36. Validate the 'Dose' field contains "1".
  37. Validate the 'Dose Unit' field contains "Tablet".
  38. Validate the ‘Freq’ field contains "AS NEEDED".
  39. Validate the ’Duration’ field contains "14".
  40. Validate the 'Days Supply' field contains "14".
  41. Validate the 'Dispense Qty' field contains "14".
  42. Select "Tablet" from the 'Dispense Quantity Unit' field.
  43. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  44. Validate the 'Note to Pharmacist' field contains "Testing, OTE".
  45. Click [Update Order].
  46. Access the 'Discharge Reconciliation' tab.
  47. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Benadryl Allergy 25 MG Tablet Oral Take one (1) tablet by mouth twice a day (Refills: 0, Dispense Quantity: 30) Note To Pharmacist: Testing, Home Meds"
  48. Select the order for "Benadryl Allergy 25 MG Tablet Oral" from the 'Home Medications Scratchpad (Post-Discharge)'.
  49. Click [Reorder/Modify].
  50. Validate the 'Dose' field contains "1".
  51. Validate the 'Days Supply' field contains "15".
  52. Validate the 'Dispense Qty' field contains "30".
  53. Validate the 'Dispense Qty Unit' field contains "Tablet".
  54. Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
  55. Validate the 'Note to Pharmacist' field contain "Testing, Home Meds".
  56. Set the 'Note to Pharmacist' field to "Testing, Home Meds, Done".
  57. Click [Update Order].
  58. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Benadryl Allergy 25 MG Tablet Oral Take one (1) tablet by mouth twice a day (Refills: 0, Dispense Quantity: 30) Note To Pharmacist: Testing, Home Meds, Done".
  59. Access the 'Orders This Episode' tab.
  60. Validate the 'Order grid' contains "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG ORAL 1 Tablet, AS NEEDED".
  61. Select the order for "ADVIL ALLERGY & CONGESTION RELIEF".
  62. Click [Modify]
  63. Validate the 'Dose' field contains "1".
  64. Validate the 'Dose Unit' field contains "Tablet".
  65. Validate the ‘Freq’ field contains "AS NEEDED".
  66. Validate the ’Duration’ field contains "14".
  67. Validate the 'Days Supply' field contains "14".
  68. Validate the 'Dispense Qty' field contains "14".
  69. Validate the 'Dispense Qty Unit' field contains "Tablet".
  70. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  71. Validate the 'Dose' field contains "1".
  72. Validate the 'Dose Unit' field contains "Tablet".
  73. Validate the ‘Freq’ field contains "AS NEEDED".
  74. Validate the ’Duration’ field contains "14".
  75. Validate the 'Days Supply' field contains "14".
  76. Validate the 'Dispense Qty' field contains "14".
  77. Validate the 'Dispense Qty Unit' field contains "Tablet".
  78. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  79. Validate the 'Note to Pharmacist' field contains "Testing, OTE".
  80. Click [Add to Scratchpad] and click [Final Review].
  81. Validate the 'Interactions' dialog is displayed.
  82. Override all interactions and click [Save Override and Exit].
  83. Validate the 'Final Review' dialog is displayed and click [Sign].
  84. Select the order for "ADVIL ALLERGY & CONGESTION RELIEF".
  85. Click [Copy].
  86. Validate the 'Dose' field contains "1".
  87. Validate the 'Dose Unit' field contains "Tablet".
  88. Validate the ‘Freq’ field contains "AS NEEDED".
  89. Validate the ’Duration’ field contains "14".
  90. Validate the 'Days Supply' field contains "14".
  91. Validate the 'Dispense Qty' field contains "14".
  92. Validate the 'Dispense Qty Unit' field contains "Tablet".
  93. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  94. Validate the 'Note to Pharmacist' field contains "Testing, OTE".
  95. Click [Add to Scratchpad] and click [Final Review].
  96. Validate the 'Interactions' dialog is displayed.
  97. Override all interactions and click [Save Override and Exit].
  98. Validate the 'Final Review' dialog is displayed and click [Sign].
  99. Validate the 'Order grid' contains the two orders for "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG ORAL 1 Tablet, AS NEEDED".
  100. Access the 'Home Medications' tab.
  101. Validate the 'Order grid' cell contains "Benadryl Allergy 25 MG ORAL Tablet Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 30 Tablet)Note To Pharmacist: Testing, Home Meds".
  102. Select the order for "Benadryl Allergy 25 MG ORAL".
  103. Click [Modify].
  104. Validate the 'Dose' field contains "1".
  105. Validate the 'Dose Unit' field contains "Tablet".
  106. Validate the 'Days Supply' field contains "15".
  107. Validate the 'Dispense Qty' field contains "30".
  108. Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
  109. Validate the 'Note to Pharmacist' field contains "Testing, Home Meds".
  110. Click [Add to Scratchpad], [Final Review], and [Sign].
  111. Select the order for "Benadryl Allergy 25 MG ORAL".
  112. Click [Reorder].
  113. Validate the 'Dose' field contains "1".
  114. Validate the 'Dose Unit' field contains "Tablet".
  115. Validate the 'Days Supply' field contains "15".
  116. Validate the 'Dispense Qty' field contains "30".
  117. Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
  118. Validate the 'Note to Pharmacist' field contains "Testing, Home Meds".
  119. Click [Add to Scratchpad], [Final Review], and [Sign].
  120. Validate the 'Order grid' contains "Benadryl Allergy 25 MG ORAL Tablet Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 30 Tablet)Note To Pharmacist: Testing, Home Meds".
Topics
• NX
AV-80057 Summary | Details
Avatar OE - Medication Reconciliation - Undo
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 and validate that the orders are not selected in the 'Inpatient Medications' order grid.
Topics
• Discharge Med Reconciliation
AV-80155 Summary | Details
Client Widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - Preferences
Scenario 1: Validate client widget data updates when switching the client in context
Specific Setup:
  • Have a user with one or more client based widgets on their home view. For this test the "Client Information" and "Client Episodes" and "Client Diagnosis" are used
  • Have three clients (ClientA, ClientB, ClientC) admitted to active episodes with diagnosis data and demographic information filed
Steps
  1. In the "Search Clients" prompt, select ClientA
  2. Validate the "Client Information" widget refreshes and reflects the expected data for ClientA
  3. Validate the "Client Episodes" widget refreshes and reflects the expected data for ClientA
  4. Validate the "Client Diagnosis" widget refreshes and reflects the expected data for ClientA
  5. In the "Search Clients" prompt, select ClientB
  6. Validate the "Client Information" widget refreshes and reflects the expected data for ClientB
  7. Validate the "Client Episodes" widget refreshes and reflects the expected data for ClientB
  8. Validate the "Client Diagnosis" widget refreshes and reflects the expected data for ClientB
  9. In the "Search Clients" prompt, select ClientC
  10. Validate the "Client Information" widget refreshes and reflects the expected data for ClientC
  11. Validate the "Client Episodes" widget refreshes and reflects the expected data for ClientC
  12. Validate the "Client Diagnosis" widget refreshes and reflects the expected data for ClientC
  13. On the home view, click the "Preferences" menu on the top menu bar
  14. Click the "Widgets" tab
  15. Click [Reload Home View]
  16. Click [Yes] to confirm the reload
  17. Click [Apply] to return to the home view
  18. Repeat steps 1 thru 12
  19. Validate results are as expected
Topics
• Client Search • NX • Widgets
AV-80245 Summary | Details
Document Routing - supervisor approver
Scenario 1: User Definition (Document Routing)- Supervisor Approval Required for Documents
Specific Setup:
  • Have a form [FormA], enabled for document routing.
  • In form "User Definition", have a user [UserA] set with prompt "Supervisor Approval Required for Documents" to "Yes" and [FormA] chosen in field "Select Forms Requiring a Supervisor"
  • In form "User Definition", have another user [UserB] set with prompt "Supervisor Approval Required for Documents" to "No"
  • Have two users who are staff members [StaffA] and [StaffB]
  • Log in as [UserA]
Steps
  1. Open [FormA]
  2. Select a client
  3. Populate all desired fields
  4. Set the "Draft/Final" prompt to "Final"
  5. Click [Submit]
  6. Click [Sign and Route]
  7. At the "Route Document To" screen,
  8. Validate the "Supervisor" field is required
  9. Validate the [Submit] field is disabled
  10. Validate there are no approvers added yet in the approver list box
  11. Search for [StaffA] in the "Supervisor" field and click [Add]
  12. Validate [StaffA] is added to the approver list box and the "Approver" check box is checked
  13. Click the [Submit] button
  14. Validate the form files successfully
  15. Open [FormA]
  16. Select a client
  17. Populate all desired fields
  18. Set the "Draft/Final" prompt to "Final"
  19. Click [Submit]
  20. Click [Sign and Route]
  21. At the "Route Document To" screen,
  22. Validate the "Supervisor" field is required
  23. Validate the [Submit] field is disabled
  24. Validate there are no approvers added yet in the approver list box
  25. Search for [StaffB] in the "Add Approver" field and click [Add]
  26. Validate [StaffB] is added to the approver list box and the "Approver" check box is checked
  27. Validate the "Supervisor" field is still required
  28. Validate the [Submit] field is still disabled since a supervisor is required
  29. Search for [StaffA] in the "Supervisor" field and click [Add]
  30. Validate [StaffA] is added to the approver list box and the "Approver" check box is checked
  31. Click the [Submit] button
  32. Validate the form files successfully
  33. Log out as [UserA]
  34. Log in as [UserB], who does not require a supervisor in order to route a document
  35. Open [FormA]
  36. Select a client
  37. Populate all desired fields
  38. Set the "Draft/Final" prompt to "Final"
  39. Click [Submit]
  40. Click [Sign and Route]
  41. At the "Route Document To" screen
  42. Validate the "Supervisor" field is not required
  43. Search for [StaffA] in the "Add Approver" field and click [Add]
  44. Validate [StaffA] is added to the approver list box and the "Approver" check box is checked
  45. Click the [Submit] button
  46. Validate the form files successfully
Topics
• Document Routing • NX
AV-80362 Summary | Details
Avatar eMAR - Administration Event dialog - Warnings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
  • eMAR widget - Administration Event dialog - Alerts
  • Orders This Episode
Scenario 1: eMAR Multiple Administration After Receiving a Prompt (Dose Too Close or Order Not Yet Verified by Pharmacy)
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Prevent Administration Events For Unverified Pharmacy Orders' registry setting must be set to "4"
  • The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "1"
  • The 'Avatar eMAR->General->Settings->->->Allow users to override warnings for multiple orders at one time' registry setting must be set to "Y"
  • 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 'Frequency Code Setup' form.
  2. Select 'Edit Existing Code' from the 'Add/Edit Frequency Code' field.
  3. Search for and select "AS NEEDED (PRN)" from the 'Existing Frequency Code' field.
  4. Set the 'eMAR Dose Too Close (Days)' field to "5" and click [Submit].
  5. Validate the message displays stating "Frequency Code Setup has completed. Do you wish to return to form?" and click [No].
  6. Select "Client A" and access the Order Entry Console.
  7. Search for and select "Fish Oil 500 MG CAPSULE ORAL" from the 'New Order' field.
  8. Set the 'Dose' field to "2".
  9. Select "Capsule" from the 'Dose Unit' field.
  10. Select "AS NEEDED" from the 'Freq' field.
  11. Set the 'Duration' field to "12" and click [Days].
  12. Click [Add to Scratchpad] and [Sign].
  13. Search for and select "ATIVAN 1 MG TABLET ORAL (Schedule IV)" from the 'New Order' field.
  14. Set the 'Dose' field to "1".
  15. Select "TABLET" from the 'Dose Unit' field.
  16. Select "TWICE A DAY" from the 'Freq' field.
  17. Set the 'Duration' field to "12" and click [Days].
  18. Click [Add to Scratchpad] and [Sign].
  19. Validate the 'Order grid' contains orders for "ATIVAN 1 MG ORAL TABLET (Schedule IV) 1 TABLET, TWICE A DAY" and "Fish Oil 500 MG ORAL CAPSULE 2 Capsule, AS NEEDED".
  20. Access the 'eMAR' widget.
  21. Validate an order for "ATIVAN 1 MG ORAL TABLET" is displayed with hours of administration under the current date.
  22. Validate an order for "Fish Oil 500 MG ORAL CAPSULE" is displayed with no hours of administration under the current date.
  23. Perform 'Client Education' and 'Order Acknowledgement' for the two orders.
  24. Select a cell under the current date for the "Fish Oil" order.
  25. Verify a message displays stating "Order not yet verified by pharmacy".
  26. Set the 'Warning' field to "test" and click [Yes].
  27. Click [Administer].
  28. Set the 'Med ID' field to the NDC for the "Fish Oil" order (00904-5604-13).
  29. Select any successful administration event from the 'Administration Event' field.
  30. Check the 'Accept administration information entered' checkbox and click [OK].
  31. Select the next available cell under the current date for the "Fish Oil" order.
  32. Verify a message displays stating "Order not yet verified by pharmacy" and "The dose being administered is too close to the previously administered dose. The next dose should be administered after (5 days after the current date at the previous administration time)".
  33. Set the 'Warning' field to "test" and click [Yes].
  34. Select a cell under the current date for the "ATIVAN" order.
  35. Verify a message displays stating "Order not yet verified by pharmacy".
  36. Set the 'Warning' field to "test" and click [Yes].
  37. Click [Administer].
  38. Verify the 'Administration Event' dialog exists.
  39. Set the 1st 'Med ID' field to "Test".
  40. Select any successful administration event from the 'Administration Event' field.
  41. Set the 2nd 'Med ID' field to "Test".
  42. Select any successful administration event from the 'Administration Event' field.
  43. Click [Address Alerts], populate all warnings, and click [OK].
  44. Check the 'Accept administration information entered' checkbox and click [OK].
  45. Validate a cell for the "Ativan" order displays with "1 Tablet" and the administration time.
  46. Validate two cells under the current date for the "Fish Oil" order will contain 2 Capsule and the administration times.
Topics
• Avatar eMAR
AV-80363 Summary | Details
Avatar eMAR - Administration Event dialog
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
  • Order Code Setup
  • Orders This Episode
  • Vitals Entry
Scenario 1: eMAR - 'Time Window for selection of previously entered Blood Pressure readings in eMAR' set to "Y".
Specific Setup:
  • Registry setting "Avatar eMAR->General->Settings->->->Time Window for selection of previously entered Blood Glucose readings in eMAR" must be set to "120"
  • Registry setting "Avatar eMAR->General->Settings->->->Time Window for selection of previously entered Blood Pressure readings in eMAR" must be set to "120"
  • A client must have an active episode. (Client A)
Steps
  1. Access the 'Order Code Setup' form.
  2. Select 'Edit Existing Code' from the 'Add/Edit Order Code' field.
  3. Search for and select "JEVITY 1.5 CAL LIQUID ORAL " in the 'Existing Order Code.
  4. Add the following vitals to the 'Additional Data Elements To Include In Avatar eMAR (Administration)' and 'Additional Data Elements To Include In Avatar eMAR (Results)' 'Additional Data Elements To Require In Avatar eMAR (Administration)' and 'Additional Data Elements To Require In Avatar eMAR (Results)' fields:
  5. Blood Glucose
  6. Blood Pressure
  7. Heart Rate
  8. Oxygen
  9. Click [Submit].
  10. Validate a message is displayed "Do you wish to return to form?" and click [No].
  11. Access the 'Vitals Entry' form for "Client A".
  12. Set the 'Date' to the current date.
  13. Set the 'Time' field to "03:30 PM".
  14. Set the 'Systolic' field to "120".
  15. Set the 'Diastolic' field to "80".
  16. Select "Sitting" from the 'Position' field.
  17. Set the 'Blood Glucose' field to "82".
  18. Set the '(ft in)' field to "5 8".
  19. Set the '(lbs)' field to "175" and click [Submit].
  20. Validate a message is displayed "Do you wish to return to form?" and click [Yes].
  21. Set the 'Date' to the current date.
  22. Set the 'Time' field to "03:45 PM".
  23. Set the 'Systolic' field to "110".
  24. Set the 'Diastolic' field to "77".
  25. Select "Lying" from the 'Position' field.
  26. Set the 'Blood Glucose' field to "77".
  27. Click [Submit].
  28. Validate a message is displayed "Do you wish to return to form?" and click [Yes].
  29. Set the 'Date' to the current date.
  30. Set the 'Time' field to "03:55 PM".
  31. Set the 'Systolic' field to "100".
  32. Set the 'Diastolic' field to "77".
  33. Select "Standing" from the 'Position' field.
  34. Set the 'Blood Glucose' field to "77".
  35. Click [Submit].
  36. Validate a message is displayed "Do you wish to return to form?" and click [No].
  37. Access the Order Entry Console.
  38. Search for and select "JEVITY 1.5 CAL LIQUID ORAL" from the 'New Order' field.
  39. Set the 'Dose' field to "400".
  40. Select "mL" from the 'Dose Unit' field.
  41. Select "3 TIMES A DAY" from the 'Frequency' field.
  42. Set the 'Duration' field to "30" and click [Days].
  43. Click [Add to Scratchpad] and [Sign].
  44. Validate the 'Order grid' contains an order for "JEVITY 1.5 CAL ORAL LIQUID400 mL, 3 TIMES A DAY".
  45. Click the eMAR tab.
  46. Validate the 'Order Description' field is equal to "JEVITY 1.5 CAL ORAL LIQUID ↳Give: 400 mL 3 TIMES A DAY".
  47. Click the 'Click here to provide override reason' item.
  48. Select "Wristband is wet" from the 'Please provide a reason for not scanning the client wristband' field and click [OK].
  49. Double click a cell under the current date.
  50. Validate the 'Administration Event Details' and 'Add'l Data (Administration)' tabs both contain a red required flag.
  51. Set the 'Med ID' cell to the med id for the order (70074-0573-33).
  52. Validate the 'Qty' cell is equal to "400".
  53. Validate the 'Unit' cell is equal to "mL".
  54. Select "Nurse Administered" from the 'Administration Event' field.
  55. Populate any warnings if they exist.
  56. Validate the 'Administration Event Details' tab contains a green checkmark.
  57. Click the 'Additional Data (Administration)' tab.
  58. Validate all entries from the 'Vitals Entry' form display in the dropdown fields for 'Blood Glucose' and 'Blood Pressure'.
  59. Select the "82" entry from the 'Blood Glucose (mg/dL)' field.
  60. Select the "120/80" entry in the 'Blood Pressure (Systolic/Diastolic -mm/Hg)' field.
  61. Set the Heart Rate (bpm) field to "70".
  62. Set the Oxygen Saturation (%) field to "98".
  63. Validate the 'Add'l Data (Administration)' tab contains a green check mark.
  64. Click the 'Accept administration information entered' checkbox and click [OK].
  65. Validate the cell selected displays "400 mL" and the current time.
  66. Double click on the cell previously administered.
  67. Set the 'Result' field to "Testing".
  68. Click the 'Additional Data (Administration)' tab.
  69. Validate the 'Blood Glucose' field is equal to "82".
  70. Validate the 'Blood Pressure' field is equal to "120/80".
  71. Validate the 'Heart Rate (bpm)' field is equal to "70".
  72. Validate the 'Oxygen Saturation (%)' field is equal to "98".
  73. Click the 'Add'l Data (Results)' tab.
  74. Select the "110/77" entry from the 'Blood Glucose (mg/dL)' field.
  75. Select the "77" entry from the 'Blood Pressure (Systolic/Diastolic -mm/Hg)' field.
  76. Set the 'Heart Rate (bpm)' field to "70".
  77. Set the 'Oxygen Saturation (%)' field to "95".
  78. Click the 'Accept administration information entered' checkbox and click [OK].
Topics
• Avatar eMAR
AV-80547 Summary | Details
Additional fields are added to the 'Allowable Services' grid in the "Treatment Plan" Intervention tab.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Dynamic Form - document routing - sign
  • Treatment Plan
  • Treatment Plan - Interventions
  • Treatment Plan Interventions - Assigned Services
Scenario 1: Validate Treatment Plan - Assigned Services grid.
Specific Setup:
  • Middleware update is required for full functionality.
  • Registry Setting 'Enable Service Entry Restriction by Client Treatment Plan' is set to 'S'.
  • Registry Setting 'Activate Program/Service Code Filter' is set to 'Y'.
  • 'Assign Services' section in the 'Program Maintenance' form has field 'Enable Service Entry Restriction for Program' set to 'Yes' for one or more programs.
  • Test client (Client A) is admitted into a program with the above set up.
Steps
  1. Open 'Treatment Plan' for the test client 'Client A'.
  2. Click 'Add' on the pre-display to add a new plan.
  3. Set the 'Plan Date' to any date.
  4. Set the 'Plan Name' to any text (note: this field may not be displayed for your facility).
  5. Select any value from the 'Plan Type' dropdown list.
  6. Click [Draft].
  7. Click [Launch Plan].
  8. Click [Add New Problem].
  9. Select any value in the 'Problem Code' field.
  10. Select 'Active' from the 'Status (Problem List)' dropdown list.
  11. Enter any text in the 'Problem' text box.
  12. Select any value from the 'Status' dropdown list.
  13. Click [Add New Goal].
  14. Enter any text in the 'Goal' text box.
  15. Select any value from the 'Status' dropdown list.
  16. Click [Add New Objective].
  17. Enter any text in the 'Objective' text box
  18. Select any value from the 'Status' dropdown list.
  19. Click [Add New Intervention].
  20. Enter any text in the 'Intervention' text box.
  21. Select any value from the 'Status' drop down list.
  22. Click 'Add Service' in the 'Assigned Services' grid.
  23. Select a program from the 'Service Program' dropdown list.
  24. Select a service code from the 'Service Code' dropdown list.
  25. Select any value in the 'Frequency' dropdown list.
  26. Select any value in the 'Duration' dropdown list.
  27. Select any value in the 'Service Mode' dropdown list.
  28. Select any value in the 'Place of Service' dropdown list.
  29. Enter any alphanumeric characters in the 'Amount' field.
  30. Enter any alphanumeric characters in the 'Agency / Staff Responsible' field.
  31. Click [Back to Plan Page].
  32. Click [Launch Plan] to display the existing plan.
  33. Click on the 'Intervention' entered in the above steps.
  34. Verify the 'Service Program' field is populated.
  35. Verify the 'Frequency' field is populated.
  36. Verify the 'Duration' field is populated.
  37. Verify the 'Service Mode' field is populated.
  38. Verify the 'Place of Service' field is populated.
  39. Verify the 'Agency / Staff Responsible' field is populated.
  40. Click [Back to Plan Page].
  41. Click [Final] to finalize the plan and route the document.
  42. Click [Submit].
  43. If document routing is enabled, review the treatment plan display and verify all data is displayed for the 'Assigned Services' fields.
  44. Continue to accept the document per your agency requirements.
  45. Return to the Home View.
  46. Right mouse on the client and click [Display Chart]
  47. Click on Treatment Plan (if available).
  48. Verify the data displays for the 'Assigned Services' under the 'Interventions' section.
Topics
• NX • Treatment Plan
AV-80642 Summary | Details
Templates On Demand
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
Scenario 1: SQL Query Widgets(Templates on Demand) - Validations
Specific Setup:
  • Have registry setting, "Enable Templates On Demand for SQL Widgets" set to "Y"
  • Have an SQL widget [WidgetA] created in form "Widget Definition" with prompt "Use for Templates on Demand" set to "Y"
  • Have the SQL statement in [WidgetA], set to retrieve data from any table that contains data. For example "SYSTEM.cw_patient_notes" table
  • Have a client [ClientA], with data filed in that table
  • Have a form [FormA] that contains a "Scrolling Text Field", for example the "Ambulatory Progress Notes" form
  • Have [WidgetA] placed on the home view for a user [UserA]
  • Log in as [UserA]
Steps
  1. Open [FormA]
  2. Select [ClientA]
  3. Right-click in the "Notes Field"
  4. Click "Widget Templates"
  5. Choose [WidgetA]
  6. Validate the text results are displayed as expected, including all line feed and other formatting
  7. Validate there no extra spaces are present between text or at the end of any line of text
  8. Place the cursor at the end of the current text
  9. Right-click in the "Notes Field"
  10. Click "Widget Templates"
  11. Choose [WidgetA]
  12. From the "Append, Insert, or Replace All?" drop-down list, validate "Insert" is displayed as a default
  13. Click [OK] or hit enter
  14. Validate the text is inserted at the end of the previous text, as expected
  15. Validate there no extra spaces are present between text or at the end of any line of text
  16. Right-click in the "Notes Field"
  17. Click "Widget Templates"
  18. Choose [WidgetA]
  19. From the "Append, Insert, or Replace All? drop-down list, choose "Append"
  20. Click [OK] or hit enter
  21. Validate the text is appended directly on the line below the existing text, as expected
  22. Validate there no extra spaces are present between text or at the end of any line of text
  23. Right-click in the "Notes Field"
  24. Click "Widget Templates"
  25. Choose [WidgetA]
  26. From the "Append, Insert, or Replace All? drop-down list, choose "Replace All"
  27. Click [OK] or hit enter
  28. Validate all previous text in the field is removed and the new text is displayed, as expected
  29. Validate there no extra spaces are present between text or at the end of any line of text
Topics
• NX • Widgets
AV-80805 Summary | Details
Avatar eMAR - Specimen Collection
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
  • eMAR widget - Specimen Collection dialog
  • eMAR widget - Lab Orders
  • eMAR widget - Lab Orders - Specimen Collection dialog
  • Order Entry Console
  • Order Entry Console - Specimen Site dialog
Scenario 1: eMAR multiple specimen collections - Lab Orders
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Require client wristband scan in Avatar eMAR' registry setting must be set to "N"
  • The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "1"
  • The 'Avatar eMAR->General->Settings->->->Enable Specimen Collection Events' 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 episode. (Client A)
  • Two lab-type order codes must exist (Lab Code A and Lab Code B)
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create two Lab-type orders, "Lab Code A" and "Lab Code B".
  3. Access the 'eMAR' widget for the client selected.
  4. Click the Lab Orders tab.
  5. Complete 'Order Acknowledgment' and 'Client Education' on both orders.
  6. Select the "Specimen Collect" cell under the current date for "Lab Code A" and "Lab Code B" and click [Administer].
  7. Populate the relevant information for each order, selecting different values in the 'Client Refused' field.
  8. Check the 'Accept administration information entered' checkbox and click [OK].
  9. Validate the first cell under the current date for "Lab Code A" and "Lab Code B" contains the time administered.
  10. Double click on the cell selected for "Lab Code A", and validate all information displays correctly.
  11. Double click on the cell selected for "Lab Code B", and validate all information displays correctly.
Topics
• Avatar eMAR
AV-80810 Summary | Details
Avatar eMAR - Warning when losing scanned/selected medication data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR widget
  • Orders This Episode
Scenario 1: Avatar eMAR - Client Wristband Scan
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
  • The 'My Clients' widget must be added to the 'eMAR' view.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A).
  • A barcode for "Client A" must exist.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create a Pharmacy-type order.
  3. Click the 'eMAR' tab.
  4. Validate a warning displays next to the 'Refresh' button "Scan client wristband to verify client identity or Click here to provide override reason".
  5. Validate an order for "Order A" displays
  6. Select any cell under the current date.
  7. Validate a message is displayed stating: "Please scan client wristband to continue" and click [OK].
  8. Scan "Client A's" wristband.
  9. Select a cell for "Order A" under the current date.
  10. Change clients via the 'My Clients' widget.
  11. Validate a message displays stating "You are navigating away from this selected client's chart. Medications selected/scanned will be lost. Do you wish to continue?" and click [No].
  12. Scan a barcode for a different client.
  13. Validate a message displays stating "You are navigating away from this selected client's chart. Medications selected/scanned will be lost. Do you wish to continue?" and click [No].
  14. Click the 'Lab' tab.
  15. Validate a message displays stating "You are navigating away from this selected client's chart. Medications selected/scanned will be lost. Do you wish to continue?" and click [No].
  16. Click [Administer].
  17. Perform 'Order Acknowledgement' and 'Client Education'
  18. Populate the required fields, check the 'Accept administration information entered' checkbox, and click [OK].
  19. Validate the cell selected contains the 'Dose' 'Dose Unit' and time administered.
Topics
• Avatar eMAR
AV-80865 Summary | Details
'Console Widget Configuration' enhanced to allow 'Preferred Forms' selection to display in the 'Console Widget'.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Console Widget Configuration (PM)
  • View Definition
Scenario 1: Console Widget Configuration - Setup and sort order for Preferred Forms in the Multiple Form Widget
Specific Setup:
  • A client must exist that has previously used at least one form available in the 'Forms to Display' section of the 'Console Widget Configuration' form. (Client A)
Steps
  1. Access the 'Console Widget Configuration' form.
  2. Select the 'Multiple Form Widget' section and click [Select Widget].
  3. Select "Add New Widget" in the 'Select Widgets' dialog and click [OK].
  4. Set the 'Widget ID' field to "Test1" and the 'Title' field to "Test Widget 1".
  5. Select an assortment of Forms and click [File].
  6. Close the 'Console Widget Configuration' form.
  7. Access the 'View Definition' form.
  8. Click [Select View], select the current view for the logged in user, and click [OK].
  9. Click [Launch View Designer].
  10. Search for and select "Test Widget 1" from the 'Filter by widget title or category' field.
  11. Click the [Right Arrow] to add "Test Widget 1" to the 'Assigned Widgets' section.
  12. Drag and drop "Test Widget 1" onto the View.
  13. Click [Submit] to verify the changes made to the View.
  14. Click [Submit] and close the form.
  15. Validate "TEST WIDGET 1" has been added to the View.
  16. Select "Client A" and validate any forms that were previously utilized for the client are displayed in a table.
  17. Click [New Record] and validate the Forms selected in 'Console Widget Configuration' are displayed in an alphabetized list.
  18. Select one of the Forms.
  19. Validate the selected Form is launched and close the Form.
  20. Access the 'Console Widget Configuration' form.
  21. Select the 'Multiple Form Widget' section and click [Select Widget].
  22. Select "Test Widget 1 (TEST1)" in the 'Select Widgets' dialog and click [OK].
  23. Validate the 'Widget ID' field contains "TEST1" and the 'Title' field contains "Test Widget 1".
  24. Validate the 'Forms to Display' section contains the previous selection of Forms.
  25. Validate any Forms selected in the 'Forms to Display' section are displayed under 'Preferred Forms'.
  26. Select several of the forms from the 'Forms to Display' section and click [File].
  27. Close the 'Console Widget Configuration' form.
  28. Click [New Record] on "TEST WIDGET 1".
  29. Validate the Forms selected in the 'Preferred Forms' section of 'Console Widget Configuration' are displayed at the top of the list, bolded, and in alphabetical order.
  30. Validate the other Forms that were not selected are listed after the 'Preferred Forms' and in alphabetical order.
  31. Select one of the 'Preferred Forms'.
  32. Validate the selected Form is launched and close the Form.
  33. Access the 'Console Widget Configuration' form.
  34. Select the 'Multiple Form Widget' section and click [Select Widget].
  35. Select "Test Widget 1 (TEST1)" in the 'Select Widgets' dialog and click [OK].
  36. Validate the 'Preferred Forms' section contains the previous selection of Forms.
  37. Deselect all Forms from the 'Preferred Forms' section and click [File].
  38. Close the 'Console Widget Configuration' form.
  39. Click [New Record] on "TEST WIDGET 1".
  40. Validate the Forms that were deselected from the 'Preferred Forms' section in 'Console Widget Configuration' have been unbolded and deprioritized.
Topics
• NX
AV-80906 Summary | Details
Avatar OE - Discharge Med Reconciliation - Taper/Titrate
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 - Taper/Titrate - Taper
Specific Setup:
  • A client must have an active episode. (Client A
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Discharge Med Reconciliation' tab.
  3. Search for and select any order code in the 'New Order' field.
  4. Click [Taper/Titrate].
  5. Populate the required fields and click [Add to Scratchpad].
  6. Populate any missing required fields present on the 'Home Medications Scratchpad (Post-Discharge)'.
  7. Act on all orders in the 'Inpatient Medications' list if there are any, and populate any missing required fields.
  8. Click [Review and Sign].
  9. Create a report on the 'OrderEntry.med_rec_dis_scr_pad' table including the following fields:
  10. 'saved_date'
  11. 'saved_time'
  12. 'med_name'
  13. 'med_full_description'
  14. 'med_strength'
  15. 'med_dosage_form'
  16. 'medication_type'
  17. 'scratchpad_action_code'
  18. 'PATID'
  19. Validate all information has been filed properly.
Scenario 2: OE NX - Discharge Med Reconciliation - Taper/Titrate - Titrate
Specific Setup:
  • A client must have an active episode. (Client A
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Discharge Med Reconciliation' tab.
  3. Search for and select any order code in the 'New Order' field.
  4. Click [Taper/Titrate].
  5. Populate the required fields and click [Add to Scratchpad].
  6. Populate any missing required fields present on the 'Home Medications Scratchpad (Post-Discharge)'.
  7. Act on all orders in the 'Inpatient Medications' list if there are any, and populate any missing required fields.
  8. Click [Review and Sign].
  9. Create a report on the 'OrderEntry.med_rec_dis_scr_pad' table including the following fields:
  10. 'saved_date'
  11. 'saved_time'
  12. 'med_name'
  13. 'med_full_description'
  14. 'med_strength'
  15. 'med_dosage_form'
  16. 'medication_type'
  17. 'scratchpad_action_code'
  18. 'PATID'
  19. Validate all information has been filed properly.
Topics
• NX • Order Entry Console
AV-80956 Summary | Details
Avatar OE - Discharge Med Reconciliation - Taper/Titrate
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 - Taper/Titrate - Taper
Specific Setup:
  • A client must have an active episode. (Client A
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Discharge Med Reconciliation' tab.
  3. Search for and select any order code in the 'New Order' field.
  4. Click [Taper/Titrate].
  5. Populate the required fields and click [Add to Scratchpad].
  6. Populate any missing required fields present on the 'Home Medications Scratchpad (Post-Discharge)'.
  7. Act on all orders in the 'Inpatient Medications' list if there are any, and populate any missing required fields.
  8. Click [Review and Sign].
  9. Create a report on the 'OrderEntry.med_rec_dis_scr_pad' table including the following fields:
  10. 'saved_date'
  11. 'saved_time'
  12. 'med_name'
  13. 'med_full_description'
  14. 'med_strength'
  15. 'med_dosage_form'
  16. 'medication_type'
  17. 'scratchpad_action_code'
  18. 'PATID'
  19. Validate all information has been filed properly.
Scenario 2: OE NX - Discharge Med Reconciliation - Taper/Titrate - Titrate
Specific Setup:
  • A client must have an active episode. (Client A
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Discharge Med Reconciliation' tab.
  3. Search for and select any order code in the 'New Order' field.
  4. Click [Taper/Titrate].
  5. Populate the required fields and click [Add to Scratchpad].
  6. Populate any missing required fields present on the 'Home Medications Scratchpad (Post-Discharge)'.
  7. Act on all orders in the 'Inpatient Medications' list if there are any, and populate any missing required fields.
  8. Click [Review and Sign].
  9. Create a report on the 'OrderEntry.med_rec_dis_scr_pad' table including the following fields:
  10. 'saved_date'
  11. 'saved_time'
  12. 'med_name'
  13. 'med_full_description'
  14. 'med_strength'
  15. 'med_dosage_form'
  16. 'medication_type'
  17. 'scratchpad_action_code'
  18. 'PATID'
  19. Validate all information has been filed properly.
Topics
• NX • Order Entry Console
AV-80959 Summary | Details
Order Entry Console - Order Sort By Date
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Orders This Episode
Scenario 1: OE NX - Sorting Orders by 'Start Date' and 'Stop Date'
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities' form, as well as information filed in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form, and in the ‘Diagnosis’ form.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Create 3 orders. (Order A) (Order B) (Order C)
  3. "Order A" has a start date of "01/01/2021" and a duration of 14 days.
  4. "Order B" has a start date of "02/01/2020" and a duration of 14 days.
  5. "Order C" has a start date of "03/01/2019" and a duration of 14 days.
  6. Click [Add to Scratchpad] and [Sign].
  7. Select "All" in the ‘Status’ field.
  8. Validate the ‘Order grid’ contains orders for “Order A” with a ‘Start Date’ of “01/01/2021”, “Order B” with a ‘Start Date’ of “02/01/2020”, and “Order C” with a ‘Start Date’ of “03/01/2019”.
  9. Click the ‘Start Date’ column header once, to sort the orders by start date from oldest to newest.
  10. Validate the 1st 'Order Row' contains "Order C".
  11. Validate the 2nd ‘Order Row' contains "Order B".
  12. Validate the 3rd ‘Order Row' contains "Order A"
  13. Click the ‘Stop Date’ column header twice, to sort the orders by stop date from newest to oldest.
  14. Validate the 1st ‘Order Row' contains "Order A".
  15. Validate the 2nd ‘Order Row' contains "Order B".
  16. Validate the 3rd ‘Order Row' cell contains "Order C".
  17. Access the ‘Home Medications’ tab.
  18. Create 3 orders. (Order D) (Order E) (Order F)
  19. "Order D" has a start date of "01/01/2021" and a duration of 14 days.
  20. "Order E" has a start date of "02/01/2020" and a duration of 14 days.
  21. "Order F" has a start date of "03/01/2019" and a duration of 14 days.
  22. Click [Add to Scratchpad], [Final Review], and [Sign].
  23. Select "All" in the ‘Status’ field.
  24. Validate the ‘Order Grid’ contains orders for "Order D” with a ‘Start Date’ of “01/01/2021”, “Order E” with a ‘Start Date’ of “02/01/2020”, and “Order F' with a 'Start Date' of “03/01/2019”.
  25. Click the ‘Start Date’ column header once, to sort the orders by start date from oldest to newest.
  26. Validate the 1st 'Order Row' contains "Order F".
  27. Validate the 2nd ‘Order Row' contains "Order E".
  28. Validate the 3rd ‘Order Row' contains "Order D"
  29. Click the ‘Stop Date’ column header twice, to sort the orders by stop date from newest to oldest.
  30. Validate the 1st ‘Order Row' contains "Order D".
  31. Validate the 2nd ‘Order Row' contains "Order E".
  32. Validate the 3rd ‘Order Row' cell contains "Order F".

Please Note: This applies to all 'Start Date' and 'Stop Date' columns throughout the Order Entry Console.
Topics
• Order Entry Console
AV-81103 Summary | Details
Avatar OE - Modify
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: Avatar OE - Modify 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, 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. Create a pharmacy-type order.
  3. Select the order created from the 'Order grid' and click [Modify].
  4. Make any changes and click [Add to Scratchpad].
  5. Validate no 'Duplicate Order' warning displays and file the order.
Topics
• Order Entry Console
AV-81161 Summary | Details
Form Bundler - execution
Scenario 1: Form Bundle - Submission validations
Specific Setup:
  • Have a form bundle created [BundleA] in form "Form Bundler" with field "Type of Bundle" set to "Sequential"
  • [BundleA] contains three forms set to load sequentially when the form is submitted, [FormA], [FormB] and [FormC]
  • [FormA] and [FormB] are configured in the bundle, with "Action on 'Stop Entry'" set to "Continue to Next Form with Bundle"
  • [FormB] and [FormC] have a "Pre-display" configured in the form
  • [FormB] and [FormC] have one or more rows of data filed in the form for [ClientA]
Steps
  1. Select [ClientA]
  2. Open [Bundle1]
  3. Validate [FormA] has launched, as expected
  4. Click "X" to close the form
  5. Validate [FormB] has launched and is at the "Pre-display" screen
  6. In the pre-display screen, click the [Cancel] button
  7. Validate [FormC] has launched and is at the "Pre-display" screen
  8. In the pre-display screen, click the [Cancel] button
  9. Validate the user is returned to their home view
  10. Select [ClientA]
  11. Open [Bundle1]
  12. Validate [FormA] has launched, as expected
  13. Click "X" to close the form
  14. Validate [FormB] has launched and is at the "Pre-display" screen
  15. In the pre-display, select a row and click [Edit]
  16. When the form opens, click "X" to close the form
  17. Validate [FormC] has launched and is at the "Pre-display" screen
  18. In the pre-display, select a row and click [Edit]
  19. When the form opens, click "X" to close the form
  20. Validate the user is returned to their home view
  21. Select [ClientA]
  22. Open [Bundle1]
  23. Validate [FormA] has launched, as expected
  24. Populate fields on the form
  25. Click [Submit]
  26. Validate the form files successfully
  27. Validate [FormB] has launched and is at the "Pre-display" screen
  28. Select a row from the pre-display and click [Edit]
  29. Populate fields on the form
  30. Click [Submit]
  31. Validate the form files successfully
  32. Validate [FormC] has launched and is at the "Pre-display" screen
  33. Select a row in the pre-display and click [Edit]
  34. Populate or change any desired field values
  35. Click [Submit]
  36. Validate the form files successfully and the user is returned to their home view
Topics
• Form load • Form submission • NX
AV-81162 Summary | Details
Avatar OE - Order Validation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Validation
  • Orders This Episode
Scenario 1: OE NX - Order Validation - Modified orders
Specific Setup:
  • Two users must exist in the application: one whose actions require validation (User A) and one whose actions do not require Validation (User B).
  • "User A" must be logged into the application.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘U
Steps
  1. Select "Client "A and access the Order Entry Console.
  2. Create a pharmacy order "Order A".
  3. Modify "Order A".
  4. Access the 'Order Validation' form as "User B"
  5. Select "Client A" and validate there is only one order available to be validated.
  6. Select the order and click [Validate Selected Orders].
  7. Validate the order has been validated and the 'Orders To Validate' grid is cleared.
  8. Log into the application as a user that requires validation.
  9. Select "Client A" and access the Order Entry Console.
  10. Modify the now validated "Order A".
  11. Discontinue the new order.
  12. Access the 'Order Validation' form as "User B"
  13. Select "Client A" and validate there are two orders that have both been discontinued.
  14. Select both orders and click [Validate Selected Orders].
  15. Validate both orders have been validated and the 'Orders To Validate' grid is cleared.
Topics
• NX
AV-81163 Summary | Details
Enhance Functionality - TDE Grid
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Allergies and Hypersensitivities
Internal Test Only
Topics
• Allergies and Hypersensitivities • NX
AV-81191 Summary | Details
Avatar OE - eMAR - Administering Multiple Orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Orders This Episode
Scenario 1: eMAR - Complete multiple administrations with 'Enable Incremental Scanning' set to no value and 'Enable multiple administration selection' set to "Y"
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "0".
  • The 'Avatar eMAR->General->Settings->->->Enable multiple administration selection' registry setting must be set to "Y".
  • 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. Create a pharmacy-type order. (Order A)
  3. Select "As Needed" from the 'Frequency' field.
  4. Populate remaining, required fields.
  5. Click [Add to Scratchpad].
  6. Create another pharmacy-type order. (Order B)
  7. Select "AS NEEDED" from the 'Frequency' field.
  8. Populate remaining, required fields
  9. Click [Add to Scratchpad] and click [Final Review].
  10. Validate the 'Interactions' dialog is displayed.
  11. Override all interactions and click [Save Override and Exit].
  12. Validate the 'Final Review' dialog is displayed and click [Sign].
  13. Validate the 'Order grid' contains "Order A" and "Order B".
  14. Access the 'eMAR' widget.
  15. Validate the 'Enable multiple administration selection' checkbox is enabled and checked.
  16. Click the 'Click here to provide override reason' field.
  17. Validate the 'Wristband Scan Override' dialog exists.
  18. Select "Other Reason" from the 'Please provide a reason for not scanning the patient wristband' field.
  19. Set the 'Other Reason' field to any value.
  20. Click [OK].
  21. Validate an order for "Order A" is displayed with no hours of administration under the current date.
  22. Validate an order for "Order B" is displayed with no hours of administration under the current date.
  23. Complete 'Order Acknowledgement' and 'Client Education' for both orders.
  24. Select a cell under the current date for "Order A" and for "Order B" and click [Administer].
  25. Validate the 'Administration Event' dialog is displayed.
  26. Set the 'Med ID' field for "Order A" to "Test".
  27. Select a successful administration event in the 1st 'Administration Event' field.
  28. Click [Warning - View], provide an override code and click [OK].
  29. Set the 'Med ID' field for "Order B" to the NDC for that order code.
  30. Select a successful administration event in the 2nd 'Administration Event' field.
  31. Check the 'Accept administration information entered' checkbox and click [OK].
  32. Validate the first cells under the current date for "Order A" and "Order B" contain the amount administered and the time administered.
  33. Create a report on the 'CWSeMAR.eMAR_administration_data' SQL table and include the following fields:
  34. EPISODE_NUMBER
  35. FACILITY
  36. PATID
  37. order_number
  38. admin_check_override_code
  39. admin_check_override_value
  40. Validate the 'admin_check_override_code' and 'admin_check_override_value' fields only contain data for "Order A".
Topics
• Avatar eMAR • eMAR • NX • Order Entry Console
AV-81193 Summary | Details
Avatar OE - Reported Order - Make Rx
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 - Reorder/Modify, Make Rx and Discontinue
Specific Setup:
  • A client must have an active episode. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Click [Change] and validate the 'Pharmacy Search' dialog appears.
  4. Set the 'Search Within' field to "All" and click [Search], choose a pharmacy and then click [Select & Make Preferred].
  5. Validate the chosen pharmacy is listed above the 'Order grid'.
  6. Validate the ‘Reported’ checkbox is checked.
  7. Search for and select "predniSONE 5 MG Tablet Oral" in the 'New Order' field.
  8. Set the ‘Dose’ field to "5".
  9. Validate the 'Dose Unit' field defaults to "Tablet".
  10. Select "Milligram" from the 'Dose Unit' field.
  11. Select "TWICE A DAY" from the ‘Frequency’ field.
  12. Click [Save].
  13. Validate the 'New Order' field does not contain a value.
  14. Uncheck the ‘Reported’ checkbox.
  15. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
  16. Set the ‘Dose’ field to "2".
  17. Validate the 'Dose Unit' field contains "Tablet".
  18. Select "TWICE A DAY" from the ‘Frequency’ field.
  19. Set the ‘Days Supply’ field to "12" and press Tab.
  20. Click [Add to Scratchpad].
  21. Validate the 'New Order' field does not contain a value
  22. Search for and select "cefTRIAXone 1 GM Powder for Solution Injection" in the 'New Order' field.
  23. Set the ‘Dose’ field to "1".
  24. Select "Gram" from the ‘Dose Unit’ field.
  25. Select "EVERY DAY" from the ‘Frequency’ field.
  26. Set the ‘Days Supply’ field to "12".
  27. Set the ‘Dispense Qty’ field to "1".
  28. Select "Gram" from the ‘Dispense Qty Unit' field.
  29. Click [Add to Scratchpad] and [Final Review].
  30. Validate the 'Interactions' dialog is displayed.
  31. Override all interactions and click [Save Override and Exit].
  32. Validate the ‘Final Review’ dialog is displayed click [Sign]
  33. Validate the 'Order grid' contains an order for "predniSONE - 5 MG, TAB, PO", "ADVIL 200 MG TABLET ORAL", and "cefTRIAXone 1 GM Powder for Solution Injection".
  34. Select the "ADVIL" order and click [Modify].
  35. Validate the 'New Order' field contains "ADVIL 200 MG ORAL Tablet".
  36. Set the 'Dose' field to "1".
  37. Click [Add to Scratchpad] and [Final Review].
  38. Validate the 'Interactions' dialog is displayed.
  39. Override all interactions and click [Save Override and Exit].
  40. Validate the 'Final Review' dialog is displayed and click [Sign].
  41. Select the "ceftTRIAXone 1 GM Powder for Solution Injection" order and click [Reorder].
  42. Validate the 'New Order' field contains "ceftTRIAXone 1 GM Powder for Solution Injection".
  43. Click [Add to Scratchpad][Final Review], and [Sign].
  44. Select the ‘Discharge Reconciliation’ tab.
  45. Validate the chosen pharmacy is listed above the 'Home Medications Scratchpad (Post-Discharge)'.
  46. Validate that the three orders appear in the 'Home Medications Scratchpad (Post Discharge)'.
  47. Click on the order for "predniSONE - 5MG, TAB, PO" and click [Make Rx].
  48. Validate the 'Dose Unit' field contains "Milligram" in myAvatar and "Tablet" in NX.
  49. Select any value from the ‘Diagnosis’ field.
  50. Set the ‘Days Supply’ field to "12".
  51. Click [Update Order].
  52. Validate that ‘Action’ for the “predniSONE - 5MG, TAB, PO” order contains "MAKE RX".
  53. Click on the order for "Advil 200 MG ORAL Tablet" and click [DC].
  54. Validate that ‘Action’ for the “Advil 200 MG ORAL Tablet” order contains "DC".
  55. Select “cefTRIAXone 1 GM INJECTION Powder for Solution” from 'Home Medications Scratchpad (Post-Discharge)'.
  56. Click [Reorder/Modify].
  57. Validate the 'New Order' field contains "cefTRIAXone 1 GM INJECTION Powder for Solution”.
  58. Click [Update Order].
  59. Validate that ‘Action’ for the “cefTRIAXone 1 GM INJECTION Powder for Solution” order contains "REORDER/MODIFY".
  60. Click [Review and Sign].
  61. Validate the 'Interactions' dialog is displayed.
  62. Override all interactions and click [Save Override and Exit].
  63. Validate the ‘Final Review’ dialog is displayed and click [Sign].
  64. Validate the chosen pharmacy is still listed above the 'Home Medications Scratchpad (Post-Discharge)'.
Topics
• Discharge Med Reconciliation • NX • Order Entry Console
AV-81313 Summary | Details
Avatar OE - OTE - Order Group Dialog
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Group Setup
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - Order group - One Of Each Order Type - Without NADEAN Required Order
Specific Setup:
  • Avatar OE 2022 Update 64 is required in order to utilize full functionality.
  • An order group with a large number of orders, all of which have a defaulted frequency, configured through the 'Order Group Setup' form, must exist. (Order Group A)
  • 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. In the 'New Order' field search for and select "Order Group A".
  3. Click [Select All].
  4. Validate all orders in the order group are checked and the order details are shown.
  5. Validate that the defaulted information, for all orders, is displayed correctly.
Topics
• Medication Order
AV-81331 Summary | Details
Scheduling Calendar - Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Add New Appointment
  • Scheduling Calendar
  • Scheduling Calendar - Appointment Grid
Scenario 1: Scheduling Calendar - Validate display of staff members and appointments when toggling between dates in the calendar
Specific Setup:
  • Have a staff member [StaffA], who's staff member hours set up in form “Staff Members Hours and Exceptions”, to have an effective "End Date" prior to the current date [DateA]
  • Have another staff member [StaffB], who's staff member hours set up in form “Staff Members Hours and Exceptions”, to have an effective "End Date" that is greater or equal to the current date
Steps
  1. Open form "Scheduling Calendar"
  2. Validate the scheduling calendar date defaults to the current date and is highlighted on the calendar
  3. Validate [StaffA] is not listed in the "Staff Members" list, as expected since effective date [DateA] noted in the setup, is prior to today's date
  4. Validate [StaffB] is listed in the "Staff Members" list and is checked, as expected
  5. Create an appointment for [StaffB], for today [DateB]
  6. Validate the appointment is added to the calendar
  7. Locate the "Left" and "Right" arrows located under the "Staff Members" list
  8. In the "View" field located above the "Forward" and "Back" arrows, select the "Day" radio button
  9. Click the "Left" arrow to move the date back till the day reaches the effective end date [DateA] for [StaffA], noted in the set up
  10. Validate [StaffA] is now displayed in the "Staff Members" list and is checked
  11. Click the check box next to their name
  12. Create an appointment for [StaffA] for [DateA]
  13. Validate the appointment is added to the calendar
  14. Click the "Right" arrow to move the date forward till the current date [DateB], is reached
  15. Validate [StaffB] is still listed in the "Staff Members" list and is checked
  16. Validate the appointment for [StaffB] is still displayed on the calendar for the current date
  17. Click the "Back" arrow again till the day on the calendar reaches the effective end date [DateA] for [StaffA]
  18. Validate [StaffA] is still listed in the "Staff Members" list and is checked
  19. Validate the appointment added for [StaffA], is still displayed on the scheduling calendar as expected
Topics
• NX
AV-81339 Summary | Details
jxBrowser - client information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Client Header
  • Client Information widget
Scenario 1: eMAR - Change Client - Validate Header Information
Specific Setup:

Multiple clients must have an active episode. (Client A) (Client B)

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

Steps
  1. Select "Client A" and select the 'eMAR' tab.
  2. Validate that the 'Selected Client' header, the 'Client Information' widget and the eMAR 'Client' field all display "Client A".
  3. Select "Client B" from the 'My Clients' Widget.
  4. Validate that the 'Selected Client' header, the 'Client Information' widget and the eMAR 'Client' field all display "Client B".
  5. Select "Client A" from the 'My Clients' Widget.
  6. Validate that the 'Selected Client' header, the 'Client Information' widget and the eMAR 'Client' field all display "Client A".
  7. Select "Client B" and then quickly select "Client A" from the 'My Clients' Widget.
  8. Validate that the 'Selected Client' header, the 'Client Information' widget and the eMAR 'Client' field all display "Client A".
Topics
• Avatar eMAR • NX • Order Entry Console
AV-81503 Summary | Details
Avatar OE - SSI functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Orders This Episode
Scenario 1: OE - Sliding Scale Functionality
Specific Setup:
  • An Order Code (Order Code A) must be configured to enable the 'Sliding Scale Instructions' through the 'Order Code Setup' form.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A"
  3. Click [Sliding Scale Instructions].
  4. Populate the 'Sliding Scale Instruction' dialog and click [Save].
  5. Validate the 'Dose and Dose Unit' fields are disabled and un-required.
  6. Click [Free Text].
  7. Validate a message is displayed stating "This order has Sliding Scale Instructions data. If you continue, it will be cleared along with any data entered in Addl instructions. Do you wish to continue?" and click [Yes].
  8. Click [Sliding Scale Instructions].
  9. Validate there is no data in the 'Sliding Scale Instructions' dialog and click [Close/Cancel].
  10. Click [Sliding Scale Instructions].
  11. Populate the 'Sliding Scale Instruction' dialog and click [Save].
  12. Re-open the 'Sliding Scale Insulin Instructions' dialog.
  13. Highlight all rows and click [Delete].
  14. Validate all rows are deleted and click [Save].
  15. Put any text in the 'Addl Instructions' field and click [Sliding Scale Instructions].
  16. Validate a message is displayed stating "This order has Addl instructions data. If Sliding Scale Instructions data is saved, it will replace the contents of Addl instructions. Do you wish to continue?" and click "Yes"
  17. Populate the 'Sliding Scale Instruction' dialog and click [Save].
  18. Populate the remaining required fields and click [Add to Scratchpad] and [Sign].
  19. Validate the order displays in the 'Order grid'.
Topics
• NX • Sliding Scale Insulin
AV-81514 Summary | Details
Avatar - OE / eMAR - Give Initial Dose Now
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: First Dose Now - Second Dose "OK to Administer" - eMAR administration
Specific Setup:
  • Must have a frequency code of "Twice a Day" with administration times of "09:00 AM" and "09:00 PM".
  • 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. Create a pharmacy-type order and ensure the following: (Order A)
  3. Select "TWICE A DAY" in the 'Freq' field.
  4. Click [Yes] next to 'Give Initial Dose Now'.
  5. Select "Ok to Administer" in the 'Select One' field.
  6. Set the 'Duration' field to "4" and Click [Doses].
  7. Set the 'Start Time' field to "12:00 AM".
  8. Click [Add to Scratchpad] and [Sign].
  9. Create a pharmacy-type order and ensure the following: (Order B)
  10. Select "TWICE A DAY" in the 'Freq' field.
  11. Click [Yes] next to 'Give Initial Dose Now'.
  12. Select "Skip" in the 'Select One' field.
  13. Set the 'Duration' field to "4" and Click [Doses].
  14. Set the 'Start Time' field to "12:00 AM".
  15. Click [Add to Scratchpad] and [Sign].
  16. Select the 'eMAR' widget.
  17. Change the 'Administration Date' to a date that is one day in the future.
  18. Validate that there are only four administration times for "Order A" in the 'Administration Date/Time' field.
  19. Change the 'Administration Date' to a date that is one additional day in the future.
  20. Validate that there are only four administration times for "Order B" in the 'Administration Date/Time' field.
  21. Create a report using the 'OrderEntry.history_client_order' table and include the following fields: 'PATID', 'order_description', 'order_unique_id', 'frequency_description', 'reschd_1st_dose_date', 'reschd_1st_dose_time', 'reschd_2nd_dose_date', 'reschd_2nd_dose_skip_code', 'reschd_2nd_dose_skip_val', and 'reschd_2nd_dose_time'.
  22. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  23. Validate the order information displays correctly.
  24. Create a report using the 'eMAR.eMAR_rescheduled_hours' table and include the following fields: 'PATID', 'order_number', 'original_date', 'original_time', 'reason_text', 'rescheduled_date', 'rescheduled_time',
  25. Filter the report on 'PATID' by selecting Client A's 'PATID'.
  26. Validate the order information displays correctly.
Topics
• Order Entry Console