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RADplus Client Update 3151-003 Acceptance Tests

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Disclosure Management Form - Episode fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Disclosure Management
Scenario 1: Avatar "Disclosure Management" field and processing validations
Specific Setup:
  • In the "View Attachment Types" field on form "Disclosure Management Configuration", select various modeled and product form type attachments to include for requesting and authorizing document images for disclosure.
  • In the product and modeled forms selected in the previous step, have documents generated for a client in multiple episodes
  • Have registry setting "Sort Episodes by Admission Date" set to "Y"
Steps
  1. Open the 'Disclosure Management' form for the desired client
  2. Enter a date in the "Request Date" field
  3. Enter a date in the "Request Information Start Date" field
  4. Enter a date in the "Request Information End Date" field
  5. In the "Requested Episode(s)" list box, validate all episodes are listed and displayed in a readable format
  6. Select the desired episodes to include
  7. Select the desired items in the "Requested Chart Items" field
  8. Select the desired documents in the "Requested Document Images" field
  9. Enter an organization name in the "Organization" field
  10. Go to the "Authorization" section
  11. Set field "Signed Authorization On File" to “Yes”
  12. Enter a date in the "Authorization Start Date"
  13. Enter a date in the "Authorization End Date"
  14. In the "Authorization Episode(s)" list box, validate all episodes are listed and displayed in a readable format
  15. Select desired episodes to include
  16. Click the "Update Chart Items Authorized For Disclosure" button
  17. Validate all items are set with the "Authorized" field to "Yes"
  18. Click the "Save" button
  19. Click the "Update Document Images Authorized for Disclosure" button
  20. Validate all items are set with the "Authorized" field to "Yes"
  21. Click the "Save" button
  22. Click the "Refresh Chart Items" button
  23. Click the "Refresh Document Images" button
  24. Go to the "Disclosure" section
  25. Enter a date in the "Disclosure Date" field
  26. Enter a time in the "Disclosure Time" field
  27. Set field "Disclosure Method" to "Electronic"
  28. Click the "Process" button
  29. Validate the items list in the "Disclosure Management" panel are as expected
  30. Click the "Disclose" button. (Please Note: in the event that "Java" memory runs to low when processing a large file(s) during this process, a soft error : "Error in Disclosure Process: Java ran out of memory" will be displayed, allowing the user to return to form and deselect files and rerun the process).
  31. Validate a "Processing Disclosure Items" message indicating "Item", "Row" and "Data size" of the document is displayed and continues to be displayed until the process is complete.
  32. When the process has completed, validate the expected disclosure documents are displayed in the report results panel.
Topics
• Disclosure
Accounts Receivable Module - Middleware enhancements
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.Accounts Receivable Console
Scenario 1: Accounts Receivable Console - AR List - Search Filters
Specific Setup:
  • Agency uses the 'Accounts Receivable Console'.
  • 'AR Console User Defaults Setup' has been used to give the test access:
  • All 'Financial Classes'.
  • All 'Guarantors'.
  • All 'Treatment Settings'.
  • All 'Programs'.
  • All 'Client Last Name Initials to be Worked'.
  • The 'Accounts Receivable Console' widget has been added to the tester's homeview.
  • Client 1:
  • Note the clients last name initial.
  • Note the client’s program.
  • Has three unpaid claims.
  • Use 'Client Ledger' to note the:
  • 'Guarantor'.
  • 'Claim Numbers'.
  • 'Date' (service date). 'Date Billed'.
  • Total amount due for each claim.
  • A 'Claim-Follow-Up' record has been created for the first claim in the Accounts Receivable Console. Add values to the following fields, noting the values:
  • 'Follow-Up Date'.
  • 'Next Follow-Up Date'.
  • 'Follow-Up Status'.
  • 'Comments.
  • 'Followed-Up' = Yes.
  • Client 2:
  • Note the clients last name initial.
  • Note the client’s program.
  • Has three unpaid claims.
  • Use 'Client Ledger' to note the:
  • 'Guarantor'.
  • 'Claim Numbers'.
  • 'Date' (service date which should be after the service date for Client 1).
  • 'Date Billed'.
  • Total amount due for each claim.
  • The 'System Task Scheduler' has been used to process the 'Auto AR Batch Update' after the claims were created.
Steps
  1. Access the 'Accounts Receivable Console'.
  2. Verify that 'User Defaults' is the signed in user.
  3. Verify that 'Financial Classes' has all items selected.
  4. Verify that 'Treatment Settings' has all items selected.
  5. Verify that 'Client Last Name Initials to be Worked' has all items selected.
  6. Verify that 'Guarantors' has all items selected.
  7. Verify that 'Programs' has all items selected.
  8. Verify that 'Aged over # Days' is null.
  9. Verify that 'Claim #' is null.
  10. Verify that 'Client' is null.
  11. Verify that 'Service Date From' is null.
  12. Verify that 'Service Date From' is null.
  13. Verify that 'Service Date To' is null.
  14. Verify that 'Next Follow-Up Date From' is null.
  15. Verify that 'Next Follow-Up Date To' is null.
  16. Verify that 'Exclude Claims with Last Follow-Up Date Within Past # Days' is null.
  17. Verify that 'Claim Follow-Up Record Exists' is null.
  18. Verify that 'Claim Follow-Up Status' is null.
  19. Verify existence of 'Reset Default' button.
  20. Verify existence of 'Search' button.
  21. Deselect the 'Financial Class' for the guarantor of Client 1.
  22. Validate that 'Guarantors' does not contain the guarantor of Client 1.
  23. Deselect the 'Treatment Setting' for the program of Client 1.
  24. Validate that 'Programs' does not contain the program of Client 1.
  25. Click [Reset Default].
  26. Verify that 'Financial Classes' has all items selected.
  27. Verify that 'Treatment Settings' has all items selected.
  28. Verify that 'Guarantors' has all items selected.
  29. Verify that 'Programs' has all items selected.
  30. Deselect the 'Client Last Name Initials to be Worked' for Client 2.
  31. Click [Search].
  32. Verify that no claims for Client 2 are included in the 'Claims with Outstanding Receivables' grid.
  33. Click [Reset Default].
  34. Enter a value in 'Aged Over # Days' that would allow the oldest claim for the test clients to display. The 'Date Billed' determines the number of aged days.
  35. Click [Search].
  36. Validate that the claims for client 1 and the claims for client 2 are included in the 'Claims with Outstanding Receivables' grid.
  37. Click [Reset Default].
  38. Set 'Claim #' to a claim number for Client 2.
  39. Click [Search].
  40. Verify that only that claim for Client 2 is included in the 'Claims with Outstanding Receivables' grid.
  41. Click [Reset Default].
  42. Set 'Client' to Client 1.
  43. Click [Search].
  44. Verify that no claims for Client 2 are included in the 'Claims with Outstanding Receivables' grid.
  45. Click [Reset Default].
  46. Set 'Service Date From' to the fist service date for 'Client 1'.
  47. Set 'Service Date From' to the second service date for 'Client 1'.
  48. Click [Search].
  49. Verify that only claims 1 and 2 are included for Client in the 'Claims with Outstanding Receivables' grid.
  50. Click [Reset Default].
  51. Enter the 'Next Follow-Up Date' from Setup.
  52. Click [Search].
  53. Verify that the first claim for Client 1 is included in the 'Claims with Outstanding Receivables' grid.
  54. Click [Reset Default].
  55. Enter a value in 'Exclude Clients with Last Follow-Up Date Within the Past # Days that would include the 'Follow-Up Date' from Setup.
  56. Click [Search].
  57. Verify that the 'Claims with Outstanding Receivables' grid does not include the first claim for Client 1.
  58. Click [Reset Default].
  59. Set 'Claim Follow-Up Record' Exists' to 'Yes'.
  60. Click [Search].
  61. Click [Reset Default].
  62. Set 'Claim Follow-Up Record' Exists' to 'Yes'.
  63. Click [Search].
  64. Verify that the 'Claims with Outstanding Receivables' grid includes the first claim for Client 1.
  65. Click [Reset Default].
  66. Set 'Claim Follow-Up Status' to value from SETUP.
  67. Click [Search].
  68. Verify that the 'Claims with Outstanding Receivables' grid includes the first claim for Client 1.
  69. Click [Reset Default].
  70. Verify that the following fields are null: 'Aged over # Days', 'Claim #', 'Client', 'Service Date From', 'Service Date To', 'Next Follow-Up Date From', 'Next Follow-Up DateTo', Exclude Claims with Last Follow-Up Date Within Past # Days', Claim Follow-Up Record Exists' and Claim Follow-Up Status'.
  71. Click [Reset Default].
  72. Set "Claim Balance From" to a minimum claim balance amount to filter on.
  73. Set "Claim Balance To" to a maximum claim balance amount to filter on.
  74. Click [Search].
  75. Validate the "Claim Balance" columns in the "Claims with Outstanding Receivables" table contains balances that are between the "Claim Balance From - Claim Balance To" range.
  76. Double click on the column heading for "Claim Balance" column.
  77. Validate the rows are sorted in "Claim Balance" order.
Topics
• Accounts Receivable Management
View Definition - Widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • View Definition
Scenario 1: View Definition - Validate Addition of a Widget
Specific Setup:
  • User must have access to the form 'View Definition'
Steps
  1. Access the 'View Definition' form.
  2. Click [Select View].
  3. Select the desired view from the 'Select Views' list box (ex: 'HOMEVIEWCLINICIAN_Home').
  4. Click [OK].
  5. Click [Launch View Designer].
  6. Validate that the desired widget is available in the appropriate list box.
  7. Select the desired widget and click the 'right arrow' to add to the assigned column.
  8. Drag the selected widget onto the 'Default Role Layout'.
  9. Click [Submit] to return to exit the view designer and return to the main form and click [Submit].
  10. Validate that a 'Form Return' message is displayed stating: "Submitting has completed. Do you wish to return to form?"
  11. Click [No].
  12. Click [Preferences].
  13. Select 'Widgets' from the tab selection.
  14. Click [Reload Home View].
  15. Validate that a 'Confirm Reload' message appears stating: "Are you sure you want to discard current changes and reload layout from server?"
  16. Click [Yes].
  17. Click [Apply].
  18. Validate that the desired widget is present on the Homeview.
Topics
• Widgets
Widget column sorting and form launch
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Claim Follow-up Records Widget
Scenario 1: Validate "Widget" column sorting and form launch functionality
Specific Setup:
  • Have a widget that includes columns that can be sorted and a column that contains a hyperlink to launch a form for the client. In this test widget "Claims Follow-Up Records" will be used which has a client hyperlink to launch form "Claim Follow Up"
  • Have data filed to populate the widget for three or more clients
  • Have the widget placed on a user's desktop
Steps
  1. In the widget, click the clients name hyperlink displayed in "Client Name" column
  2. Validate a tab is opened launching the form for that client
  3. For another row in the widget that contains a different client name, click on the clients name hyperlink in "Client Name" column
  4. Validate separate tab is opened launching the form for that client
  5. Validate the for tab remains open for the first client, as expected
  6. Click on any sort-able column in the widget to sort that column
  7. For another row in the widget that contains a different client name, click on the clients name hyperlink in "Client Name" column
  8. Validate separate tab is opened launching the form for that client
  9. Validate the for tabs for the first two clients remain open as expected
  10. Repeat steps 6 thru 8 for any other row in the widget
  11. Validate separate tab is opened launching the form for that client
  12. Validate the tabs already launched for any other client, remain open as expected
  13. Click on any tab, populate and submit the form
  14. Validate the form files successfully
Topics
• Widgets
Disclosure Management Form - processing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Disclosure Management
Scenario 1: Avatar "Disclosure Management" field and processing validations
Specific Setup:
  • In the "View Attachment Types" field on form "Disclosure Management Configuration", select various modeled and product form type attachments to include for requesting and authorizing document images for disclosure.
  • In the product and modeled forms selected in the previous step, have documents generated for a client in multiple episodes
  • Have registry setting "Sort Episodes by Admission Date" set to "Y"
Steps
  1. Open the 'Disclosure Management' form for the desired client
  2. Enter a date in the "Request Date" field
  3. Enter a date in the "Request Information Start Date" field
  4. Enter a date in the "Request Information End Date" field
  5. In the "Requested Episode(s)" list box, validate all episodes are listed and displayed in a readable format
  6. Select the desired episodes to include
  7. Select the desired items in the "Requested Chart Items" field
  8. Select the desired documents in the "Requested Document Images" field
  9. Enter an organization name in the "Organization" field
  10. Go to the "Authorization" section
  11. Set field "Signed Authorization On File" to “Yes”
  12. Enter a date in the "Authorization Start Date"
  13. Enter a date in the "Authorization End Date"
  14. In the "Authorization Episode(s)" list box, validate all episodes are listed and displayed in a readable format
  15. Select desired episodes to include
  16. Click the "Update Chart Items Authorized For Disclosure" button
  17. Validate all items are set with the "Authorized" field to "Yes"
  18. Click the "Save" button
  19. Click the "Update Document Images Authorized for Disclosure" button
  20. Validate all items are set with the "Authorized" field to "Yes"
  21. Click the "Save" button
  22. Click the "Refresh Chart Items" button
  23. Click the "Refresh Document Images" button
  24. Go to the "Disclosure" section
  25. Enter a date in the "Disclosure Date" field
  26. Enter a time in the "Disclosure Time" field
  27. Set field "Disclosure Method" to "Electronic"
  28. Click the "Process" button
  29. Validate the items list in the "Disclosure Management" panel are as expected
  30. Click the "Disclose" button. (Please Note: in the event that "Java" memory runs to low when processing a large file(s) during this process, a soft error : "Error in Disclosure Process: Java ran out of memory" will be displayed, allowing the user to return to form and deselect files and rerun the process).
  31. Validate a "Processing Disclosure Items" message indicating "Item", "Row" and "Data size" of the document is displayed and continues to be displayed until the process is complete.
  32. When the process has completed, validate the expected disclosure documents are displayed in the report results panel.
Topics
• Disclosure
Print Preview - Download function
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chart Review
  • Clinical Document Viewer
Scenario 1: Validate printed documents in a Perceptive environment
Specific Setup:
  • Perceptive document management must be installed and configured.
  • Documents on file for test client.
Steps
  1. Open the "Chart Review" form.for the client
  2. Navigate to the "Chart" tab.
  3. Select a category under documents.
  4. Select a document in the document list.
  5. Click "Print Selected".
  6. On the "Print Preview" window, click the "Download" arrow
  7. Select a folder to save the document
  8. Click [Save]
  9. Navigate to the location of the saved file
  10. Open the file
  11. Validate the contents of the document are as expected
  12. On the "Print Preview" window, click the "Print" button
  13. Select a printer from the "Print" dialog box
  14. Click "Print"
  15. Validate the contents of the printed document are as expected.
  16. Open the "Clinical Document Viewer" form.
  17. Select a client with a document
  18. Click [Process]
  19. On the "Results" tab, select a document from the document list.
  20. Click "Print Selected".
  21. On the "Print Preview" window, click the "Download" arrow
  22. Select a folder to save the document
  23. Click [Save]
  24. Navigate to the location of the saved file
  25. Open the file
  26. Validate the contents of the document is as expected
  27. On the "Print Preview" window, click the "Print"
  28. Select a printer form the "Print" dialog box
  29. Click "Print"
  30. Validate the contents of the printed document are as expected.
Topics
• Clinical Document Viewer
My To Do's Sign tab
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
Scenario 1: Document Management- Validate approving documents from Sign tab of "My To Do's" widget
Specific Setup:
  • Have a user with the "MyTo Do's" widget on their home view
  • Have multiple routed documents waiting to be accepted
  • Have one of the documents that was generated from a progress note which filed for an appointment, where the appointment had been subsequently deleted after that document was routed.
Steps
  1. In the "My To Do's" widget, click on the "Sign" tab.
  2. Select the document generated from the progress note form
  3. Click "Accept".
  4. This moves the document to the "Accepted Documents" table.
  5. Click "Sign All".
  6. Validate that an error message displays stating " Approval of the document failed: The associated appointment no longer exists. The document will be auto rejected and the data sent back to the original author for modification"
  7. Click [OK]
  8. In the "My To Do's" widget, click on the "Sign" tab.
  9. Select a document to accept.
  10. Click "Accept".
  11. This moves the document to the "Accepted Documents" table.
  12. Click "Sign All".
  13. Validate that a message pops up stating "Processing document 1 of 1" and then disappears.
  14. Open the "Clinical Document Viewer" form.
  15. List documents filed for the test client.
  16. Select a document that was just finalized using the "Sign All" button.
  17. Validate the document displays.
  18. In the "My To Do's" widget, click on the "Sign" tab.
  19. Select several documents to accept.
  20. Click "Accept".
  21. This moves the documents to the "Accepted Documents" table.
  22. Click "Sign All".
  23. Validate that a message pops up stating "Processing document 1 of x" and then disappears.
  24. Open the "Clinical Document Viewer" form.
  25. List documents filed for the test clients.
  26. Select a document that was just finalized using the "Sign All" button.
  27. Validate the document displays.
  28. Repeat steps 26-28 until all documents finalized using the "Sign All" button are displayed.
Topics
• Widgets
Home Medications - iButton Two-Factor Authentication
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry Console - Home Medications section
  • Order Entry Console - Home Medications section - Final Review dialog
  • Order Entry Console - Home Medications section - Final Review dialog - Pharmacy Search
  • Order Entry Console - Home Medications section - Interactions dialog
  • Order Entry Console - Home Medications section - Two-Factor Authentication dialog
Scenario 1: iButton Two-factor authentication not needed for Home Medications - registry setting set to "N", which is default.
Specific Setup:
  • Avatar OE 2020 Update 15 is needed in order to utilize this functionality.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->OrderConnect->->->Enable Home Medications in the Order Entry Console' registry setting must be set to "Y".
  • The 'RADplus->System Security->User Definition->->->Two-Factor Authentication Method' registry setting must be set to "iButton".
  • The 'RADplus->System Security->User Definition->->->Two-Factor Authentication Process Points' registry setting must be set to "3".
  • The 'RADplus->System Security->User Definition->->->Two-Factor Authentication - Exclude OE Console Home Medications' registry setting must be set to "N".
  • The 'Primary Two-Factor Authentication Token ID' field in 'User Definition' on the 'Forms and Tables' section must contain the unique ID of the iButton being used.
  • A client must have an active Outpatient episode and must have a value filed in the 'Diagnosis' form. (Client A)
  • The user who is logged into the application must have an iButton that is not plugged in.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Click 'Home Medications'.
  3. Set the 'New Order' field to any controlled substance (ex. Adderall 10 MG Tablet Oral)
  4. Set the 'Dose' field to "1".
  5. Validate that the 'Dose Unit' field contains "Tablet".
  6. Select "Twice a Day" in the 'Frequency' field.
  7. Select any value in the 'Diagnosis' field.
  8. Validate that the 'Refills' field contains "0".
  9. Set the 'Days Supply' field to "30".
  10. Validate that the 'Dispense Qty' field contains "60".
  11. Validate that the 'Dispense Qty Unit' field contains "Tablet".
  12. Validate that the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
  13. Click [Add to Scratchpad] and [Final Review].
  14. An 'Interactions' dialog may be launched. Override all interactions.
  15. Click [Save Override and Exit].
  16. Select "eRX" in the 'Output' field.
  17. Validate that the 'Ready to Sign' column contains a check box and a disclaimer.
  18. Check the 'Ready to Sign' checkbox and click [Sign].
  19. Set the 'Username' field to the username of the user who is logged into the application.
  20. Set the 'Password' field to the password of the user who is logged into the application.
  21. Click [Enter] and select the way in which to retrieve your unique password.
  22. Validate that a 'verizonid' message is displayed stating: "Please check your inbox for you OTP code."
  23. Click [OK].
  24. Set the 'Please enter your One-Time Passcode:' field to the unique password that was received via the method selected.
  25. Click [Enter].
  26. Validate that an 'Error' message is displayed stating: "Two-Factor Authentication failed. This can happen if the logged-in user is not assigned a Two-Factor Authentication token or if the correct Two-Factor Authentication token is not present. Filing is canceled. Please insert your assigned Two-factor Authentication token and try again."
  27. Click [OK].
  28. Insert the iButton.
  29. Click [Final Review].
  30. Validate that the 'Final Review' dialog is displayed.
  31. Select "eRX" in the 'Output' field.
  32. Validate that the 'Ready to Sign' column contains a check box and a disclaimer.
  33. Check the 'Ready to Sign' checkbox and click [Sign].
  34. Set the 'Username' field to the username of the user who is logged into the application.
  35. Set the 'Password' field to the password of the user who is logged into the application.
  36. Click [Enter].
  37. Retrieve the one-time passcode and enter in the 'Please enter your One-Time Passcode:' field.
  38. Click [Enter].
  39. Validate that the 'Order grid' contains the new order.
Scenario 2: iButton Two-factor Authentication not needed for Home Medications - registry setting set to "Y".
Specific Setup:
  • Avatar OE 2020 Update 15 is needed in order to utilize this functionality.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->OrderConnect->->->Enable Home Medications in the Order Entry Console' registry setting must be set to "Y".
  • The 'RADplus->System Security->User Definition->->->Two-Factor Authentication Method' registry setting must be set to "iButton".
  • The 'RADplus->System Security->User Definition->->->Two-Factor Authentication Process Points' registry setting must be set to "3".
  • The 'RADplus->System Security->User Definition->->->Two-Factor Authentication - Exclude OE Console Home Medications' registry setting is set to "Y".
  • The 'Primary Two-Factor Authentication Token ID' field in 'User Definition' on the 'Forms and Tables' section must contain the unique ID of the iButton being used.
  • A client must have an active Outpatient episode and must have a value filed in the 'Diagnosis' form. (Client A)
  • The user who is logged into the application must have an iButton that is not plugged in.
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Select the 'Home Medications' tab.
  3. Set the 'New Order' field to any medication order. (Ritalin 20 MG Tablet Oral)
  4. Set the 'Dose' field to "1".
  5. Validate that the 'Dose Unit' field contains "Tablet".
  6. Select any value in the 'Frequency' field. (ex. Twice a Day)
  7. Select any value in the 'Diagnosis' field.
  8. Validate that the 'Refills' field contains "0".
  9. Set the 'Days Supply' field to "30".
  10. Validate that the 'Dispense Qty' field contains "60".
  11. Select "Tablet" in the 'Dispense Qty Unit' field.
  12. Validate that the 'Start Date' field contains the current date.
  13. Validate that the 'Stop Date' field contains a value that is 30 days from the 'Start Date'.
  14. Validate that the 'Directions' field contains "Take one (1) tablet by mouth twice a day."
  15. Click [Add to Scratchpad] and [Final Review].
  16. Validate that the 'Interactions' dialog is displayed.
  17. Override all interactions and click [Save Override and Exit].
  18. Validate that the 'Final Review' dialog is displayed.
  19. Validate that the 'Prescriber' field contains a DEA # for the staff member who is currently logged into the application. If the Staff Member contained more than one, then a value would need to be selected.
  20. Click [Change] next to 'Pharmacy'.
  21. Search for and select a Pharmacy that allows eRx.
  22. Click [Select & Make Preferred].
  23. Validate that the Pharmacy selected appears in the 'Pharmacy' field and in the 'Pharmacy' column for the order being created.
  24. Select "eRX" in 'Output'.
  25. Validate that 'Ready to Sign' contains a checkbox and a legal disclaimer.
  26. Check the 'Ready to Sign' checkbox.
  27. Click [Sign].
  28. Validate that the 'Two-Factor Authentication' dialog is displayed.
  29. Set the 'Username' to the username of the user who is logged into the applications. This has the OC facility id in front of it
  30. Set the 'Password' to the password that belongs to the user who is logged into the application.
  31. Click [Enter].
  32. Retrieve the one-time passcode and enter in the 'Please enter your One-Time Passcode:' field.
  33. Click [Enter].
  34. Validate that the 'Order grid' contains the new order.
Topics
• Order Entry Console
Order Entry Console - Admission Med Reconciliation
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: Discontinuing an Inpatient medication in the Order Entry Console (Admission Med Reconciliation section).
Specific Setup:
  • Avatar OE 2019 Update 13 is required in order to utilize full functionality.
  • OrderConnect must be configured to communicate with myAvatar and vice versa.
  • OrderConnect v2 (17.14) is required in order to utilize full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3 -Enable both Admission and Discharge Medication Reconciliation". Please note: This must be completed by Netsmart Staff
  • Client A must be in an active Inpatient episode with one existing medication order (Order A).
  • Client A must have information filed in the 'Allergies and Hypersensitivities' form and in the 'height' and 'weight' fields in the 'Vitals Entry' form.
  • Client A must have Diagnosis information filed in the 'Diagnosis' form. (Diagnosis A)
Steps
  1. Access the 'Order Entry Console' for Client A.
  2. Click the 'Admission Med Reconciliation' tab.
  3. Select "Order A" from the 'Inpatient Medications Scratchpad' table.
  4. Validate the 'Inpatient Medications Scratchpad' table contains a green highlight over Order A.
  5. Click [D/C].
  6. Validate the 'Inpatient Medications Scratchpad' table contains "D/C" in the 'Action' column for Order A.
Scenario 2: Modifying an Inpatient medication in the Order Entry Console (Admission Med Reconciliation section).
Specific Setup:
  • Avatar OE 2019 Update 13 is required in order to utilize full functionality.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • OrderConnect v2 (17.14) is required in order to utilize full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3 -Enable both Admission and Discharge Medication Reconciliation". Please note: This must be completed by Netsmart Staff
  • Client A must be in an active Inpatient episode with one existing medication order (Order A).
  • Client A must have information filed in the 'Allergies and Hypersensitivities' form and in the 'height' and 'weight' fields in the 'Vitals Entry' form.
  • Client A must have Diagnosis information filed in the 'Diagnosis' form. (Diagnosis A).
Steps
  1. Access the 'Order Entry Console' for Client A.
  2. Click the 'Admission Med Reconciliation' tab.
  3. Select 'Order A' from the 'Inpatient Medications Scratchpad' table.
  4. Click [Modify].
  5. Validate the 'Order Details' frame contains order data.
  6. Click [Update Order].
  7. Validate the 'Inpatient Medications Scratchpad' table contains the updated row for Order A with a "Modify" 'Action'.
Topics
• Medication Reconciliation
Room Number displayed with Client Name
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: Room # before Client Name in MyClient's widget, Client Search, Client Header and Client Information widget - active inpatient episode
Specific Setup:
  • The 'RADplus->General->Facility->->->Include Active Room Number With Client Name' registry setting must be set to "Y". Must log out and back in after setting the registry setting.
  • The user whom is logged into the application must have at least 10 or more clients in their caseload that are a mixture or inpatient and outpatient episodes.
  • Must have at least three clients, two clients (Client A and Client B) in active inpatient episodes and one (Client C) in an active outpatient episode.
Steps
  1. Validate that the 'My Clients' widget contains 10 or more clients.
  2. Validate that those clients with Room #'s appear at the top half of the widget with their Room #'s before their names. Ensure that they are listed in Room # order, smallest to greatest.
  3. Validate that Clients that do not have Room #'s are displayed after those with room #'s in alphabetical order.
  4. Validate that the 'My Clients' widget contains Client A's Room # followed by his/her First Name Last Name (PATID).
  5. Validate that the 'My Clients' widget contains Client B's Room # followed by his/her First Name Last Name (PATID).
  6. Validate that the 'My Clients' widget contains Client C's First Name Last Name (PATID).
  7. Set the 'Search Clients' field to Client A's Last Name.
  8. Validate that the 'Results' contain Client A's Room # followed by his/her First Name Last Name (PATID).
  9. Select "Client A".
  10. Validate that 'Recent Clients' contains Client A's Room # followed by his/her First Name Last Name (PATID).
  11. Access the 'Order Entry Console'.
  12. Validate that the 'Client Information' widget above the console contains Client A's Room # followed by his/her First Name Last Name (PATID).
  13. Select the 'HomeView'
  14. Access the 'Admission' form.
  15. Validate that the 'Admission Episode pre-display' is displayed.
  16. Validate that the 'Client Header' above the pre-display contains Client A's Room # followed by his/her First Name Last Name (PATID).
  17. Click [Cancel].
  18. Validate that 'Recent Clients' contains Client A's Room # followed by his/her First Name Last Name (PATID).
  19. Deselect "Client A" in the 'My Clients' widget.
  20. Access the 'Update Client Data' form.
  21. Validate that the 'Select Client' dialog is displayed.
  22. Enter "Client B's Last Name".
  23. Validate that the results contain Client B's Room # followed by his/her First Name Last Name (PATID).
  24. Select "Client B" and click [Select].
  25. Validate that the 'Update Client Data' form is displayed and that the 'Client Header' contains Client B's Room # followed by his/her First Name Last Name (PATID).
  26. Set the 'Place of Birth' field to "USA" and click [Submit].
  27. Validate that 'Recent Clients' contains Client B's Room # followed by his/her First Name Last Name (PATID).
Topics
• Client Search
STAT Frequency Codes - Start Date and Start Time fields remain populated
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: Create New Order - Frequency selected has a 'STAT' priority
Specific Setup:
  • The '(518) Default New One-Time-Only Orders To Duration Of 1 Day' extended attribute off of '(500) Order Types' must be set to "Yes" for "Pharmacy".
  • A 'Frequency Code' must exist that has a 'Priority' of "STAT". (ex. STAT)
  • A client must not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A).
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Search for and select any pharmacy-type order code (ex. XANAX (ALPRAZOLAM) 0.5 MG TABLET ORAL)
  3. Set the 'Dose' field to "1".
  4. Select "TABLET" in the 'Dose Unit' field.
  5. Select "STAT" in the 'Freq' field.
  6. Validate that the 'Priority' field has "STAT" selected.
  7. Validate that the 'Duration' field contains "1" and that [Days] is selected.
  8. Validate that the 'Start Date' field contains the current date.
  9. Validate that the 'Start Time' field contains the current time.
  10. Validate that the 'Stop Date' field contains a date that is one day after the 'Start Date'.
  11. Validate that the 'Stop Time' field contains a value that is one minute prior to the 'Start Time'.
  12. Click [Add to Scratchpad].
  13. Validate that the 'Scratchpad' contains the order for XANAX.
  14. Select the order.
  15. Validate that the 'Dose' field contains "1".
  16. Validate that the 'Dose Unit' field contains "TABLET".
  17. Validate that the 'Freq' field contains "STAT".
  18. Validate that the 'Priority' field has "STAT" selected.
  19. Validate that the 'Duration' field contains "1" and that [Days] is selected.
  20. Validate that the 'Start Date' field contains the current date.
  21. Validate that the 'Start Time' field contains the time that the value was selected in the 'New Order' field.
  22. Validate that the 'Stop Date' field contains a date that is one day from the 'Start Date'.
  23. Validate that the 'Stop Time' field contains a value that is one minute prior to the 'Start Time'.
  24. Click [Update Order] and [Sign].
  25. Validate that an 'Interactions' dialog is displayed.
  26. Override all interactions and click [Save Override and Exit].
  27. Validate that the 'Order grid' contains"an order for XANAX (ALPRAZOLAM) 0.5 MG ORAL TABLET.
Scenario 2: Copy Order - Frequency selected has a 'STAT' priority
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Perform Basic Duplicate Order Code Check' registry setting is set to "N".
  • A client must not have any information filed in the 'Allergies and Hypersensitivities' form. (Client A).
  • Client A must have an active pharmacy-type order that has a 'Freq' code that has a 'Priority' of "STAT". (Order A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Validate that the 'Order grid' contains "Order A".
  3. Select "Order A" in the 'Order grid' and click [Copy].
  4. Validate that a message is displayed stating: Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.).
  5. Click [No]
  6. Validate that the 'Dose' field contains "1".
  7. Validate that the 'Dose Unit' field contains "TABLET".
  8. Validate that the 'Freq' field contains "STAT".
  9. Validate that the 'Priority' field has "STAT" selected.
  10. Validate that the 'Duration' field contains "1" and that [Days] is selected.
  11. Validate that the 'Start Date' field contains the current date.
  12. Validate that the 'Start Time' field contains the current time.
  13. Validate that the 'Stop Date' field contains a value that is one day after the 'Start Date'.
  14. Validate that the 'Start Time' field contains a value that is one minute prior to the 'Start Time'.
  15. Click [Add to Scratchpad] and [Sign].
  16. Validate that the 'Order grid' contains 2 orders for the same pharmacy-type order code.
Scenario 3: Modify Order - Frequency selected has a 'STAT' priority
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Perform Basic Duplicate Order Code Check' registry setting is set to "N".
  • A client must have an active pharmacy-type order that has a 'Freq' code that has a 'Priority' of "STAT". (Client A)(Order A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Validate that the 'Order grid' contains "Order A".
  3. Select "Order A" in the 'Order grid' and click [Modify].
  4. Validate that the 'Dose' field contains "1".
  5. Validate that the 'Dose Unit' field contains "TABLET".
  6. Validate that the 'Freq' field contains "STAT".
  7. Validate that the 'Priority' field has "STAT" selected.
  8. Validate that the 'Duration' field contains "1" and that [Days] is selected.
  9. Validate that the 'Start Date' field contains the current date.
  10. Validate that the 'Start Time' field contains the current time.
  11. Validate that the 'Stop Date' field contains a value that is one day after the 'Start Date'.
  12. Validate that the 'Start Time' field contains a value that is one minute prior to the 'Start Time'.
  13. Click [Add to Scratchpad] and [Sign].
  14. Validate that the 'Order grid' contains 1 order.
Scenario 4: Group order - one order code has a default 'Frequency Code' with a 'Priority' of "STAT".
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Perform Basic Duplicate Order Code Check' registry setting is set to "N".
  • A client must have an active pharmacy-type order that has a 'Freq' code that has a 'Priority' of "STAT". (Client A)(Order A)
  • Order A must be part of an order group. (Order Group A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate that the 'Order Group' dialog is displayed and contains Order Code A.
  4. Check the checkbox next to Order Code A.
  5. Set the 'Dose' field to "1".
  6. Select "TABLET" in the 'Dose Unit' field.
  7. Validate that the 'Freq' field contains "STAT".
  8. Validate that the 'Start Date' field contains the current date.
  9. Validate that the 'Start Time' field contains the current time
  10. Click [Add to Scratchpad].
  11. Validate that the 'Scratchpad' contains an order for Order Code A.
  12. Select the order.
  13. Validate that the 'Dose' field contains "1".
  14. Validate that the 'Dose Unit' field contains "TABLET".
  15. Validate that the 'Freq' field contains "STAT".
  16. Validate that the 'Priority' field has "STAT" selected.
  17. Set the 'Duration' field to "1" and click [Days].
  18. Validate that the 'Start Date' field contains the current date.
  19. Validate that the 'Start Time' field contains the time in which the order group was selected in the 'New Order' field.
  20. Validate that the 'Stop Date' field contains a date that is one day after the 'Start Date'.
  21. Validate that the 'Stop Time' field contains a value that is one minute prior to the 'Start Time'.
  22. Click [Update Order] and [Sign].
  23. Validate that the 'Order grid' contains an order for Order Code A.
Topics
• Order Entry Console
Order Entry Console - Field logic
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - my Clients
  • Order Entry Console
  • Order Entry Console - Order Group dialog
Scenario 1: Order Group - Intravenous Order
Specific Setup:
  • An Order Group (Order Group A) must be created that has an order (Order A) that has a 'Route' of "Intravenous" and a default duration in days (5)
Steps
  1. Set the New Order field to "Order Group A".
  2. Click the checkbox for 'Order A'.
  3. Set the 'Dose' field to any value.
  4. Select any value from the 'Dose Unit' field.
  5. Set the 'Freq' field to any value.
  6. Click [Add to Scratchpad].
  7. Validate the 'Scratchpad' contains Order A with a required flag.
  8. Select "Order A" from the 'Scratchpad'.
  9. Select "IV Piggyback" from the 'Admin Method' field.
  10. Set the 'Rate Unit' field to "As Directed".
  11. Click [Update Order].
  12. Click [Sign].
  13. Validate the Order grid contains "Order A".
Scenario 2: Order Group - Lab order with required 'External Lab Vendor' field
Specific Setup:
  • An Order Group (Order Group A) must be created that has a Lab type order (Order A) that has at least 2 external lab vendors defined in the 'Order Code Setup' form
  • The 'External Lab Vendor Destination' field must be configured to be required through the 'Dictionary Update' for Avatar CWS - Order Entry Tabled Files - (500) Order Types'
Steps
  1. Access the 'Order Entry Console' for any client.
  2. Set the 'New Order' field to "Order Group A".
  3. Click the checkbox for 'Order A'.
  4. Click [Add to Scratchpad].
  5. Validate the 'Scratchpad contains Order A with a required flag.
  6. Select "Order A" from the Scratchpad frame.
  7. Select any value from the 'External Lab Vendor Destination' field.
  8. Click [Update Order].
  9. Click [Sign].
  10. Validate the Order grid table contains "Order A".
Topics
• Order Entry Console
Order Entry Console - Advanced Directive orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry Console - Scratchpad
Scenario 1: New Order - Advanced Directives - no defaults
Specific Setup:
  • An Advanced Directive order code must exist that does not contain any default values. (Order Code A).
  • A client must have an active Inpatient episode. (Client A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Set the 'New Order' field to "Order Code A".
  3. Validate that the 'Start Date' field is required, enabled and defaulted with the current date.
  4. Validate that the 'Start Time' field is required, enabled and defaulted with the current time.
  5. Validate that the 'Addl Instruction's field is enabled and contains no value.
  6. Click [Add to Scratchpad].
  7. Validate that the new order appears in the Scratchpad.
  8. Validate that the 'Action' of the new order is "ADD" and that it does not contain a red flag.
  9. Validate that the 'Priority' of the new order is "o" for "Other".
  10. Validate that the 'Start Date' contains the current date and that the 'Stop Date' is blank.
  11. Select the order in the 'Scratchpad'.
  12. Enter any value in the 'Addl Instructions' field.
  13. Click [Update Order] and [Sign].
  14. Validate that the 'Order grid' contains the new "Advanced Directive" order.
Scenario 2: Copy Order - Advanced Directive - No to starting after the original orders 'Stop Date'.
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Perform Basic Duplicate Order Code Check' registry setting is set to "N".
  • A client must have an active Advanced Directive order with 'Addl Instructions' of "DNR is not on file for this client". (Client A) (Order A).
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Validate that the 'Order grid' contains "Order A".
  3. Select "Order A" fin the 'Order grid' and click [Copy].
  4. Validate that a message is displayed stating: Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)
  5. Click [No].
  6. Validate that the 'New Order' field contains the order description of Order A.
  7. Validate that the 'Start Date' field contains the current date.
  8. Validate that the 'Start Time' field contains the current time.
  9. Validate that the 'Addl Instructions' contains "DNR is not on file for this client".
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate that the 'Order grid' contains two Advanced Directive orders.
Scenario 3: Copy Order - Advanced Directive - Yes to starting after the original orders 'Stop Date'.
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Perform Basic Duplicate Order Code Check' registry setting is set to "N".
  • A client must have an active Advanced Directive order with no information in the 'Addl Instructions' field. (Client A)(Order A).
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Validate that the 'Order grid' contains "Order A".
  3. Select "Order A" in the 'Order grid' and click [Copy].
  4. Validate that a message is displayed stating: Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)
  5. Click [Yes].
  6. Validate that the 'New Order' field contains the order description of Order A.
  7. Validate that the 'Start Date' field contains no value.
  8. Validate that the 'Start Time' field contains no value.
  9. Validate that the 'Addl Instructions' contains no value.
  10. Click [Add to Scratchpad]
  11. Validate that the 'Scratchpad' contains the copy of "Order A".
  12. Validate that the 'Action' column in 'Scratchpad' contains "COPY" and a red flag.
  13. Select the copy of Order A in the 'Scratchpad'.
  14. Set the 'Start Date' field to "06/01/2020".
  15. Set the 'Start Time' field to the current time.
  16. Click [Update Order].
  17. Validate that the 'Scratchpad' contains the copy of "Order A".
  18. Validate that the 'Action' column in 'Scratchpad' contains "COPY".
  19. Click [Sign]
  20. Validate that the 'Order grid' contains two Advanced Directive orders.
Scenario 4: Modify Order - Advanced Directive
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Perform Basic Duplicate Order Code Check' registry setting is set to "N".
  • A client must have an active Advanced Directive order with no information entered in the 'Addl Instructions' field. (Client A) (Order A).
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Validate that the 'Order grid' contains "Order A".
  3. Select "Order A" fin the 'Order grid' and click [Modify].
  4. Validate that the 'New Order' field contains the order description of Order Code A.
  5. Validate that the 'Start Date' field contains the current date.
  6. Validate that the 'Start Time' field contains the current time.
  7. Validate that the 'Addl Instructions' contains no value.
  8. Set the 'Addl Instructions' to any value.
  9. Click [Add to Scratchpad] and [Sign].
  10. Validate that the 'Order grid' contains a new Advanced Directive order.
Scenario 5: Order group - Advanced Directive
Specific Setup:
  • An Advanced Directive order code with no defaults must be included in an Order Group. (Order Code A) (Order Group A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Set the 'New Order' field to "Order Group A".
  3. Validate that the 'Order Group' dialog is displayed.
  4. Select "Order Code A".
  5. Validate that the 'Start Date' field contains the current date.
  6. Validate that the 'Start Time' field contains the current time.
  7. Enter any value in the 'Special Instructions' field.
  8. Click [Add to Scratchpad]
  9. Validate the 'Scratchpad' contains "Order Code A".
  10. Validate that the 'Action' column contains "ADD".
  11. Validate that the 'Order' column contains the order description of "Order Code A".
  12. Validate that the 'Priority' column contains "o".
  13. Validate that the 'Start Date' column contains the current date.
  14. Click [Sign].
  15. Validate that the 'Order grid' contains a new Advanced Directive order.
Scenario 6: My Favorites - Advanced Directive
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Click [My Favorites].
  3. Validate that the 'My Favorites' dialog is displayed.
  4. Set the 'Order Search' field to "Order Code A" and click [Add to Favorites].
  5. Validate that the items in 'Favorites' contains "Order Code A".
  6. Check the 'Select' checkbox next to "Order Code A".
  7. Click [Add to Scratchpad].
  8. Validate that the 'Scratchpad' contains "Order Code A".
  9. Validate that the 'Action' column "ADD".
  10. Validate that the 'Order' column contains the 'Order Description' of Order Code A.
  11. Validate that the'Priority' column contains "o".
  12. Validate that the 'Start Date' field contains the current date.
  13. Click [Sign].
  14. Validate that the 'Order grid' contains a new Advanced Directive order.
Topics
• Order Entry Console
Order group - Taper/Titration series of orders - no Start Date offset.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry Console - Scratchpad
  • Order Entry Console - Taper/Titration dialog
Scenario 1: New Orders - Taper/Titration order group without Start Date offset
Specific Setup:
  • An order group must exist where the 'Taper/Titration Series Of Orders' check box is checked off and the 'For A Taper/Titration Series Of Orders, Use Start Date Offset' is set to "No". The Order Group must have 4 rows and all rows must have a 'Dose', 'Dose Unit', 'Frequency' and a "5" Day 'Duration'. (Order Group A)
  • A client must have an active episode whose program or unit is not configured in the 'External Pharmacy Setup' form. (Client A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate that the 'Taper/Titration' dialog is displayed.
  4. Validate that the 'Order Group Start Date' field contains the current date.
  5. Validate that the 'Start Time' field contains the current time.
  6. Validate that there are 4 rows.
  7. Click [Select All].
  8. Validate that all 4 rows are expanded to show additional fields.
  9. Validate that the 'Start Date' field for row 1 contains the current date.
  10. Validate that the 'Start Time' field for row 1 contains the current time.
  11. Validate that the 'Start Date field for row 2 contains a date that is 5 days in the future of the 1st row's 'Start Date'.
  12. Validate that the 'Start Time' field for row 2 contains the current time.
  13. Validate that the 'Start Date' field for row 3 contains a date that is 5 days in the future of the 2nd row's 'Start Date'.
  14. Validate that the 'Start Time' field for row 3 contains the current time.
  15. Validate that the 'Start Date field for row 4 contains a date that is 5 days in the future of the 3rd row's 'Start Date'.
  16. Validate that the 'Start Time' field for row 4 contains the current time.
  17. Uncheck the checkbox next to the 2nd row.
  18. Validate that there are now 3 expanded rows.
  19. Validate that the 'Start Date' field for row 1 contains the current date.
  20. Validate that the 'Start Date field for row 2 contains a date that is 5 days in the future of the 1st row's 'Start Date'.
  21. Validate that the 'Start Date' field for row 3 contains a date that is 5 days in the future of the 2nd row's 'Start Date'.
  22. Check the checkbox next to the 2nd row.
  23. Validate that the additional fields are displayed.
  24. Validate that the 'Start Date' field for row 1 contains the current date.
  25. Validate that the 'Start Date field for row 2 contains a date that is 5 days in the future of the 1st row's 'Start Date'.
  26. Validate that the 'Start Date' field for row 3 contains a date that is 5 days in the future of the 2nd row's 'Start Date'.
  27. Validate that the 'Start Date field for row 4 contains a date that is 5 days in the future of the 3rd row's 'Start Date'.
  28. Validate that the 'Dose', 'Dose Unit' and 'Frequency' fields for every row contains a value.
  29. Click [Add to Scratchpad] and [Sign].
  30. Validate that the 'Order grid' 4 new orders.
Scenario 2: New Orders - Taper/Titration order group without Start Date offset - first 2 rows contain a 'Duration'
Specific Setup:
  • An order group must exist where the 'Taper/Titration Series Of Orders' check box is checked off and the 'For A Taper/Titration Series Of Orders, Use Start Date Offset' is set to "No". (Order Group A)
  • Order Group A must have 4 rows and all rows must have a 'Dose', 'Dose Unit', 'Frequency' and the first two orders must have a "5" Day 'Duration' and last two orders should not have a duration.
  • A client must have an active episode whose program or unit is not configured in the 'External Pharmacy Setup' form. (Client A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate that the 'Taper/Titration' dialog is displayed.
  4. Validate that the 'Order Group Start Date' field contains the current date.
  5. Validate that the 'Start Time' field contains the current time.
  6. Validate that there are 4 rows.
  7. Click [Select All].
  8. Validate that all 4 rows are expanded to show additional fields.
  9. Validate that the 'Start Date' field for row 1 contains the current date.
  10. Validate that the 'Start Time' field for row 1 contains the current time.
  11. Validate that the 'Start Date field for row 2 contains a date that is 5 days in the future of the 1st row's 'Start Date'.
  12. Validate that the 'Start Time' field for row 2 contains the current time.
  13. Validate that the 'Start Date' field for row 3 contains a date that is 5 days in the future of the 2nd row's 'Start Date'.
  14. Validate that the 'Start Time' field for row 3 contains the current time.
  15. Validate that the 'Start Date field for row 4 contains no value
  16. Validate that the 'Start Time' field for row 4 contains no value
  17. Click [Add to Scratchpad]
  18. Validate that orders 1 and 2 do not contain a red flag in the 'Action' column of the 'Scratchpad'.
  19. Validate that orders 3 and 4 do contain a red flag in the 'Action' column of the 'Scratchpad'.
  20. Select order 3.
  21. Enter a "5" in the 'Duration' field and select [Days].
  22. Click [Update Order].
  23. Validate that the 'Action' column for order 3 does not contain a red flag.
  24. Select order 4.
  25. Enter a "5" in the 'Duration' field and select [Days].
  26. Set the 'Start Date' field to the same value of order 3's 'Stop Date'.
  27. Set the 'Start Time' field to the current time.
  28. Validate that the 'Stop Date' contains a value that is 5 days in the future of the 'Start Date'.
  29. Validate that the 'Stop Time' contains a value that is one minute prior to the 'Start Time'.
  30. Click [Update Order].
  31. Validate that the 'Action' column for order 4 does not contain a red flag.
  32. Click [Sign].
  33. Validate that the 'Order grid' 4 new orders.
Topics
• Order Entry Console
'My Clients' widget - displays clients in Room Number order followed by those without Room #'s in alphabetical order.followed by those without Room's
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: Room # before Client Name in MyClient's widget, Client Search, Client Header and Client Information widget - active inpatient episode
Specific Setup:
  • The 'RADplus->General->Facility->->->Include Active Room Number With Client Name' registry setting must be set to "Y". Must log out and back in after setting the registry setting.
  • The user whom is logged into the application must have at least 10 or more clients in their caseload that are a mixture or inpatient and outpatient episodes.
  • Must have at least three clients, two clients (Client A and Client B) in active inpatient episodes and one (Client C) in an active outpatient episode.
Steps
  1. Validate that the 'My Clients' widget contains 10 or more clients.
  2. Validate that those clients with Room #'s appear at the top half of the widget with their Room #'s before their names. Ensure that they are listed in Room # order, smallest to greatest.
  3. Validate that Clients that do not have Room #'s are displayed after those with room #'s in alphabetical order.
  4. Validate that the 'My Clients' widget contains Client A's Room # followed by his/her First Name Last Name (PATID).
  5. Validate that the 'My Clients' widget contains Client B's Room # followed by his/her First Name Last Name (PATID).
  6. Validate that the 'My Clients' widget contains Client C's First Name Last Name (PATID).
  7. Set the 'Search Clients' field to Client A's Last Name.
  8. Validate that the 'Results' contain Client A's Room # followed by his/her First Name Last Name (PATID).
  9. Select "Client A".
  10. Validate that 'Recent Clients' contains Client A's Room # followed by his/her First Name Last Name (PATID).
  11. Access the 'Order Entry Console'.
  12. Validate that the 'Client Information' widget above the console contains Client A's Room # followed by his/her First Name Last Name (PATID).
  13. Select the 'HomeView'
  14. Access the 'Admission' form.
  15. Validate that the 'Admission Episode pre-display' is displayed.
  16. Validate that the 'Client Header' above the pre-display contains Client A's Room # followed by his/her First Name Last Name (PATID).
  17. Click [Cancel].
  18. Validate that 'Recent Clients' contains Client A's Room # followed by his/her First Name Last Name (PATID).
  19. Deselect "Client A" in the 'My Clients' widget.
  20. Access the 'Update Client Data' form.
  21. Validate that the 'Select Client' dialog is displayed.
  22. Enter "Client B's Last Name".
  23. Validate that the results contain Client B's Room # followed by his/her First Name Last Name (PATID).
  24. Select "Client B" and click [Select].
  25. Validate that the 'Update Client Data' form is displayed and that the 'Client Header' contains Client B's Room # followed by his/her First Name Last Name (PATID).
  26. Set the 'Place of Birth' field to "USA" and click [Submit].
  27. Validate that 'Recent Clients' contains Client B's Room # followed by his/her First Name Last Name (PATID).
Topics
• Client Search
Scrolling Text Field - Copy and Paste
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Progress Notes (Group an Individual)
Scenario 1: Validate copy and paste functionality in scrolling text fields
Specific Setup:
  • Have access to a form [FormA] that contains a scrolling text field. For example, the "Notes" field on the "Progress Notes (Group and Individual)" form
  • Have text data that includes line breaks and carriage returns filed in the scrolling text field of the form
  • For any other form [FormB] with a "Scrolling Text Field", edit the form in "Form Designer" and select "Progress Note" widget from the "Widgets to Display On Form" drop down list
Steps
  1. Open [FormB]
  2. Populate any desired fields on the form except for the scrolling text field
  3. On the right-hand side, locate the "Progress Notes" widget
  4. Click the "Minimize" button in the right corner of the widget
  5. Validate the widget is minimized and just a tab exists for the widget at the bottom of the window
  6. Click the tab
  7. Validate the widget has maximized and displays on the entire right side panel of the screen
  8. Validate the left side panel of the screen contains [FormB]
  9. Scrolling thru the records of the "Progress Notes" widget, locate the record filed for [FormA] that has the scrolling text field populated
  10. Copy and paste all the text in the scrolling text field paragraph from the text field of the widget into the text field for [FormB]
  11. Validate all text data including line breaks and carriage returns are populated in the text field, as expected
  12. File the form
  13. Validate the form files successfully
  14. Re-open [FormB]
  15. Select the row just added
  16. Validate all fields including the text field are populated as expected
Topics
• Forms
Admission Med Reconciliation - Pre Admit - Finalize for Admission
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - my Clients
  • Order Entry Console
Scenario 1: Admission Med Reconciliation - Pre-admit to Admission - Restart
Specific Setup:
  • A client (Client A) must be admitted into a Pre-admit program
  • Medication Reconciliation must be configured to display the 'Admission Med Reconciliation' tab for Pre-Admit episodes
  • Client A must have at least 1 active order on the 'Home Medications' tab of the Order Entry Console
Steps
  1. Access the Order Entry Console for Client A.
  2. Click the 'Admission Med Reconciliation' tab.
  3. Select the order from the 'Medication History (Pre-Admission)' table.
  4. Click [Add to Scratchpad].
  5. Select the order from the 'Inpatient Medications Scratchpad' table.
  6. Populate any missing required fields.
  7. Click [Finalize for Admission].
  8. Click the 'Orders This Episode' tab.
  9. Select the Home View from the View Selection Bar.
  10. Open the 'Admission' form.
  11. Click [Edit] for the Pre-Admit episode.
  12. Select any inpatient program from the 'Program' field.
  13. Populate the required fields.
  14. Select the "Inpatient/Partial/Day Treatment" section.
  15. Populate the required fields.
  16. Click [Submit].
  17. Log out of and back into the application.
  18. Access the Order Entry Console for Client A.
  19. Click the 'Admission Med Reconciliation' tab.
  20. Click [Restart Reconciliation].
  21. Validate the 'Admission Med Reconciliation' tab is no longer locked in display only mode.
Topics
• Medication Reconciliation
Progress Notes - Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Progress Notes (Group an Individual)
Scenario 1: Validate copy and paste functionality in scrolling text fields
Specific Setup:
  • Have access to a form [FormA] that contains a scrolling text field. For example, the "Notes" field on the "Progress Notes (Group and Individual)" form
  • Have text data that includes line breaks and carriage returns filed in the scrolling text field of the form
  • For any other form [FormB] with a "Scrolling Text Field", edit the form in "Form Designer" and select "Progress Note" widget from the "Widgets to Display On Form" drop down list
Steps
  1. Open [FormB]
  2. Populate any desired fields on the form except for the scrolling text field
  3. On the right-hand side, locate the "Progress Notes" widget
  4. Click the "Minimize" button in the right corner of the widget
  5. Validate the widget is minimized and just a tab exists for the widget at the bottom of the window
  6. Click the tab
  7. Validate the widget has maximized and displays on the entire right side panel of the screen
  8. Validate the left side panel of the screen contains [FormB]
  9. Scrolling thru the records of the "Progress Notes" widget, locate the record filed for [FormA] that has the scrolling text field populated
  10. Copy and paste all the text in the scrolling text field paragraph from the text field of the widget into the text field for [FormB]
  11. Validate all text data including line breaks and carriage returns are populated in the text field, as expected
  12. File the form
  13. Validate the form files successfully
  14. Re-open [FormB]
  15. Select the row just added
  16. Validate all fields including the text field are populated as expected
Topics
• Forms
Default 'Client Reported' - Order Entry Console (Home Medications section)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry Console - Home Medications section
Scenario 1: 'Client Reported' checked by default in Home Medications - Order Entry User Definition
Specific Setup:
  • Avatar OE 2020 Update 25 is required to make use of this functionality.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->OrderConnect->->->Enable Home Medications in the Order Entry Console' registry setting must be set to "Y".
  • A user must exist that has the 'Associate User with Order Entry User Role' field set to "No" and the 'Default to Client Reported in Home Medications' field with the 'Client Reported' checkbox checked off.
  • A client must have an active episode associated to an Outpatient program. (Client A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Select the 'Home Medications' tab
  3. Validate that the 'Client Reported' checkbox is checked.
  4. Set the 'New Order' field to any medication. (ex. Ativan 1 MG Tablet Oral)
  5. Validate the 'Dose' field does not contain a value.
  6. Validate that the 'Dose Unit' field contains "Tablet".
  7. Validate that the 'Frequency' field does not contain a value.
  8. Validate that the 'Start Date' field contains the current date.
  9. Validate that the 'Stop Date' field does not contain a value.
  10. Click [Save].
  11. Validate that the 'Order grid' contains a 'Client Reported' order for "Ativan - 1 MG, TAB, PO".
  12. Validate that the 'Client Reported' checkbox is checked.
Scenario 2: 'Client Reported' checked by default in Home Medications - Order Entry User Role - No customization
Specific Setup:
  • Avatar OE 2020 Update 25 is required in order to make use of this functionality.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->OrderConnect->->->Enable Home Medications in the Order Entry Console' registry setting must be set to "Y".
  • An 'Order Entry User Role' must exist that has all values under 'Order Actions Allowed' checked off and that has the 'Default to Client Reported in Home Medications' field with the 'Client Reported' checkbox checked off. (OE User Role 1)
  • A user must exist that has the 'Associate User with Order Entry User Role' field set to "Yes" and the 'Allow Order Entry User Role Customization' set to "No". This is done in the 'Order Entry User Definition' form. (User A)
  • A client must have an active episode associated to an Outpatient program. (Client A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Select the 'Home Medications' tab
  3. Validate that the 'Client Reported' checkbox is checked.
  4. Set the 'New Order' field to any medication. (ex. Ativan 1 MG Tablet Oral)
  5. Validate the 'Dose' field does not contain a value.
  6. Validate that the 'Dose Unit' field contains "Tablet".
  7. Validate that the 'Frequency' field does not contain a value.
  8. Validate that the 'Start Date' field contains the current date.
  9. Validate that the 'Stop Date' field does not contain a value.
  10. Click [Save].
  11. Validate that the 'Order grid' contains a 'Client Reported' order for "Ativan - 1 MG, TAB, PO".
  12. Validate that the 'Client Reported' checkbox is checked.
Scenario 3: Make Rx when 'Client Reported' is selected by default in 'Home Medications'
Specific Setup:
  • Avatar OE 2020 Update 25 is required in order to make use of this functionality.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->OrderConnect->->->Enable Home Medications in the Order Entry Console' registry setting must be set to "Y".
  • A user must exist that has the 'Associate User with Order Entry User Role' field set to "No" and the 'Default to Client Reported in Home Medications' field with the 'Client Reported' checkbox checked off.
  • A client must have an active 'Client Reported' order for "Ativan -1 MG, TAB, PO". (Client A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Click the 'Home Medications' tab.
  3. Validate that the 'Order grid' contains a 'Client Reported' order for "Ativan - 1 MG, TAB, PO".
  4. Validate that the 'Client Reported' checkbox is checked.
  5. Select the 'Client Reported' order for "Ativan - 1 MG, TAB, PO" in the 'Order grid'.
  6. Click [Make Rx].
  7. Validate that the 'Client Reported' checkbox is not checked.
  8. Set the 'Dose' field to "1".
  9. Validate that the 'Dose Unit' field contains "Tablet".
  10. Select "Twice a Day" in the 'Frequency' field.
  11. Select any value in the 'Diagnosis' field.
  12. Set the 'Days Supply' field to "20".
  13. Validate that the 'Dispense Qty' field contains "40".
  14. Validate that the 'Dispense Qty Unit' field contains "Tablet".
  15. Validate that the 'Start Date' field contains the current date.
  16. Validate that the 'Stop Date' field contains a date that is 20 days in the future of the date in the 'Start Date' field.
  17. Validate that the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
  18. Click [Add to Scratchpad].
  19. Validate that the 'Client Reported' checkbox is checked.
  20. Click [Final Review].
  21. Validate that an 'Interactions' dialog may be displayed.
  22. Enter a value in the 'Notes' field and click [Save Override and Exit].
  23. Validate that the 'Final Review' dialog is displayed.
  24. Select any value in the 'Prescriber' field. If the staff member associated to the user only has one DEA #, then that value will default in.
  25. Select "None" in the 'Output' field.
  26. Click [Sign].
  27. Validate that the 'Order grid' contains a 'Prescription' for "Ativan 1 MG Oral Tablet".
  28. Validate that the 'Client Reported' checkbox is checked.
Scenario 4: Edit a 'Client Reported' medication when 'Client Reported' is selected by default in 'Home Medications' but is unchecked.
Specific Setup:
  • Avatar OE 2020 Update 25 is required in order to make use of this functionality.
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->OrderConnect->->->Enable Home Medications in the Order Entry Console' registry setting must be set to "Y".
  • A user must exist that has the 'Associate User with Order Entry User Role' field set to "No" and the 'Default to Client Reported in Home Medications' field with the 'Client Reported' checkbox checked off.
  • A client must have an active 'Client Reported' order for "Ativan". (Client A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Click the 'Home Medications' tab
  3. Validate that the 'Order grid' contains a 'Client Reported' order for "Ativan".
  4. Validate that the 'Client Reported' checkbox is checked.
  5. Uncheck the 'Client Reported' checkbox.
  6. Select the 'Client Reported' order for "Ativan" in the 'Order grid'.
  7. Click [Edit].
  8. Validate that the 'Client Reported' checkbox is checked.
  9. Validate that the 'Start Date' field contains the current date.
  10. Set the 'Stop Date' field to the current date.
  11. Click [Save].
  12. Validate that the 'Order grid' does not contain the 'Client Reported' order for "Ativan".
  13. Validate that the 'Client Reported' checkbox is not checked.
Topics
• Order Entry Console
Discharge Medication Reconciliation - Hold in Pending Status and Edit Pending Status
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - my Clients
  • Order Entry Console
Scenario 1: Discharge Medication Reconciliation - Hold in Pending Status and Edit Pending Status
Specific Setup:
  • A Client (Client A) must have active orders on both the 'Orders This Episode' - (Order A) and 'Home Medications' (Order B) tabs of the Order Entry Console.
  • Medication Reconciliation must be configured to display the 'Discharge Med Reconciliation' tab - this is configured via a Netsmart staff only registry setting
Steps
  1. Access the Order Entry Console for Client A.
  2. Click the 'Discharge Med Reconciliation' tab.
  3. Verify [Hold in Pending Status] exists.
  4. Verify [Edit Pending Reconciliation] exists.
  5. Select "Order A" from the 'Inpatient Medications' table.
  6. Click [Do Not Add].
  7. Click [Hold in Pending Status].
  8. Validate 'Discharge Med Reconciliation' is disabled and in "View Only" mode.
  9. Validate the [Edit Pending Reconciliation] button is enabled.
  10. Click [Edit Pending Reconciliation].
  11. Verify a dialog displays "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly."
  12. Click [OK].
  13. Click [Hold in Pending Status].
  14. Click [Activate & Reconcile].
  15. Validate 'Discharge Med Reconciliation' is disabled and in "View Only" mode.
  16. Create a report on the 'OrderEntry.med_rec_audit' table.
  17. Validate there is 1 row for each time 'Discharge Med Reconciliation' goes into 'Hold' status then into 'Edit' status then back into 'Hold' status.
Topics
• Medication Reconciliation
Medication Reconciliation - Undo
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView - my Clients
  • Order Entry Console
  • Order Entry Console - Home Medications section
Scenario 1: Discharge Medication Reconciliation - Undo
Specific Setup:
  • A client (Client A) must have at least one order (Order A) on the 'Orders This Episode' tab and one order (Order B) On the 'Home Medications' tab of the Order Entry Console
Steps
  1. Access the 'Order Entry Console' for Client A.
  2. Click the 'Discharge Med Reconciliation' tab.
  3. Select "Order A" from the 'Inpatient Medications' table.
  4. Click [Add to Scratchpad].
  5. Select "Order B" from the 'Discharge Medications Scratchpad' table.
  6. Click [D/C].
  7. Select "Order A" from the 'Discharge Medications Scratchpad' table.
  8. Click [Undo].
  9. Select "Order B" from the 'Discharge Medications Scratchpad' table.
  10. Click [Undo].
  11. Select "Order A" from the 'Inpatient Medications' table.
  12. Click [Do Not Add].
  13. Select "Order B" from the 'Discharge Medications Scratchpad' table.
  14. Click [D/C].
  15. Click [Review and Sign].
  16. Click [Cancel].
  17. Click the 'Home Medications' tab.
  18. Click the 'Discharge Med Reconciliation' tab.
  19. Validate the orders that were "undone" display in their respective grids.
  20. Validate the 'Discharge Med Reconciliation' tab is locked and is "Display Only".
  21. Click [Review and Sign].
  22. Click [Sign].
  23. Validate the Discharge Med Reconciliation files successfully.
Topics
• Medication Reconciliation
Order Entry Console (Home Medications section) - Order Details
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
  • Order Entry Console - Home Medications section
  • Order Entry Console - Home Medications section - Interactions dialog
Scenario 1: Order Details - Order Entry Console (Home Medications section)
Specific Setup:
  • OrderConnect must be installed and configured to communicate with myAvatar and vice versa.
  • The 'Avatar Order Entry->Facility Defaults->OrderConnect->->->Enable Home Medications in the Order Entry Console' registry setting must be set to "Y".
  • A client must have an active episode associated to an Outpatient program. (Client A)
Steps
  1. Select "Client A" and access the 'Order Entry Console'.
  2. Click the 'Home Medications' tab.
  3. Check the 'Client Reported' checkbox.
  4. Set the 'New Order' field to any medication, but with 'Order Description' only. (ex. Lorazepam)
  5. Validate the 'Order Details' frame contains fields that are not required.
  6. Click [Save].
  7. Validate that the 'Order grid' contains a new 'Client Reported' order for "Lorazepam".
  8. Validate the 'Client Reported' checkbox is checked.
  9. Set the 'New Order' field to any medication that includes 'Strength', 'Form' and 'Route'. (ex. diazePAM 10 MG Tablet Oral)
  10. Validate the 'Order Details' frame contains fields that are not required.
  11. Click [Save].
  12. Validate that the 'Order grid' contains a 'Client Reported' order for "diazePAM - 10 MG, TAB, PO".
  13. Validate that the 'Client Reported' checkbox is checked.
  14. Un-check the 'Client Reported' checkbox.
  15. Set the 'New Order' field to any medication. (ex. Adderall 10 MG, Tablet, Oral)
  16. Validate that the 'Check OC Formulary' link is displayed.
  17. Validate that the 'Note to Pharmacist' field exists.
  18. Validate that the 'Note to Pharmacist' field contains a character counter on the top right corner of the field.
  19. Validate that [Add to Scratchpad] exists below the 'Order Details' frame.
  20. Set the 'Dose' field to "1".
  21. Validate that the 'Dose Unit' field contains "Tablet".
  22. Select "Twice a Day" in the 'Frequency' field.
  23. Select any value in the 'Diagnosis' field.
  24. Set the 'Days Supply' field to "30".
  25. Validate that the 'Dispense Qty' field contains "60".
  26. Validate that the 'Dispense Qty Unit' field contains "Tablet".
  27. Validate that the 'Start Date' field contains the current date.
  28. Validate that the 'Stop Date' field contains a date that is 30 days in the future of the 'Start Date'.
  29. Validate that the 'Directions' field contains "Take one (1) tablets by mouth twice a day".
  30. Set the 'Note to Pharmacist' field to any value.
  31. Click [Add to Scratchpad] and [Final Review].
  32. Validate that the 'Final Review' dialog is displayed.
  33. Select a value in the 'Prescriber' field. If the Staff Member only has one DEA #, then that value will default in.
  34. Validate that the 'Order Details' column for that order contains a yellow note icon.
  35. Select "None" in the 'Output' column for that order.
  36. Click [Sign].
  37. Validate that the 'Order grid' contains the new order created.
Topics
• Order Entry Console

 

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