RADplus Client Update 3201-002 Acceptance Tests

AV-75983 Summary | Details

eMAR - 'Use 'Enable multiple administration selection' by Default' registry setting

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

Avatar eMAR
HL7 Connection Monitor
Administration Record - Administration Event
Orders This Episode

Scenario 1: Incremental Scanning - Administration - external pharmacy mode - No Fill Details - Enable Incremental Scanning/Defaulting Medication Quantity' must be set to "2"

Specific Setup:

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

Steps

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

Scenario 2: Incremental Scanning - Sliding Scale insulin order - Administration - Enable Incremental Scanning/Defaulting Medication Quantity' must be set to "1"

Specific Setup:

The '(10273) Type of Measure' extended attribute off of '(10270) Dose Unit' for 'Order Entry Tabled Files' must be set for all Dose Units. This must be completed in 'Dictionary Update' under Avatar CWS.
Avatar RxConnect must be installed and configured to communicate with myAvatar via Avatar HL7 and vice versa.
An Outbound connection must exist for "ADT" and "ORDERS".
The [Create/Update Order Codes] in the 'Order Code Load/Update Utility Via Micromedex Red Book Database' form must be clicked prior to using this functionality in order for optimum use.
The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' must be set to "1" after the Order Code Load.
The 'Avatar eMAR->General->Settings->->->Enable multiple administration selection' must be set to "Y".
The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3".
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"Client A" must have an active order for any insulin order that was configured as Sliding Scale Insulin."HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUBCUTANEOUS SOLUTION" where a Sliding Scale Template was selected and that has a 'Frequency' of "As Needed" that started yesterday.
The order for "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUBCUTANEOUS SOLUTION" has had both Order Acknowledgment and Client Education completed. There are no Fill Details for this order.
Must have a barcode for "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUBCUTANEOUS SOLUTION".

Steps

Access 'Avatar eMAR'.
Validate that the 'Administration Date' field contains the current date.
Validate that the 'Enable Multiple Administration Selection' checkbox is disabled and checked.
Select "Client A" in the 'Client' field.
Validate that an order for "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUBCUTANEOUS SOLUTION" is displayed.
Validate that there are no administration times in the cells under the current date.
Scan the barcode for "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUBCUTANEOUS SOLUTION".
Validate that the first cell under the current date contains a yellow highlight.
Scan the barcode for "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUBCUTANEOUS SOLUTION".
Validate that the first cell under the current date contains a yellow highlight.
Validate that the [Administer] button contains a "1"
Click [Administer].
Validate that the 'Administration Event' dialog is displayed and contains one row.
Validate that 'Order' contains "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUBCUTANEOUS SOLUTION".
Validate that 'Scheduled Date' contains the current date.
Validate that 'Scheduled Time' contains the scheduled hour of administration - "N/A".
Validate that 'Med ID' contains "00002-8799-59" which is the NDC from the barcode that was scanned.
Validate that 'Qty' does not contain a value.
Validate that 'Unit' contains "UNITS".
Validate that the [SSI] button is enabled.
Click [SSI].
Validate that the 'Sliding Scale Insulin' dialog is displayed.
Set the 'Blood Glucose mg/dL' field to "98" and tab out of the field.
Validate that a value is highlighted value - "1".
Click [Select Dose].
Validate that 'Qty' contains the value highlighted in the 'Sliding Scale Insulin' dialog - "1".
Validate that 'Unit' contains "UNIT".
Select "Nurse Administered" in 'Administration Event'.
Check the 'Accept administration information entered' checkbox.
Click [Ok]
Validate that the first cell under the current date contains "1 UNIT" and the time administered.
Close the form
Access the 'HL7 Connection Monitor' form.
Select "(Outbound) ORDERS-RXCONNECT" in the 'Select Row' field.
Click [Show Transaction Log].
Validate that the 'HL7 Outbound Transaction Log' report is displayed.
Validate that 'Date Sent' contains the current date.
Validate that 'Event Type' contains "RAS^O01".
Validate that 'Name' contains Client A's name in the format of Last Name^First Name.
Validate that 'Order #' contains the Order # of the order that was administered.
Click the 'View HL7 Message' link.
Validate that the 'HL7 Message' is displayed.
Validate that 'PID-3' contains Client A's ID#.
Validate that 'PID-5.1' contains Client A's Last Name and that PID-5.2 contains Client A's First Name.
Validate that 'ORC-1' contains "RE".
Validate that 'ORC-2' contains the 'Order #' of the order that was administered.
Validate that 'RXA-6' contains the administered Qty - "1"
Validate that 'RXA-7' contains the administered Unit - "UNIT"
Validate that 'RXA-20' contains "CP", which is for Complete Administration.
Validate that there is one ZXA segment.
Validate that 'ZXA-1' segment contains "1".
Validate that 'ZXA-2.1' contains the NDC of the barcode that was scanned - "00002-8799-59".
Validate that 'ZXA-2.2' contains the "Order Description", "Strength", "Route" and "Form" of the first barcode that was scanned - "INSULIN LISPRO, RECOMBINANT 100 UNITS SUBCUTANEOUS SOLUTION"
Validate that 'ZXA-2.3' for the first ZXA segment contains "NDC"
Validate that 'ZXA-2.4' contains the "Micromedex Composite Generic ID" or (CGID) of the first medication that was scanned - "1000028442".
Validate that 'ZXA-3' contains the amount administered - "100"
Validate that 'ZXA-4' contains the administered drug units - "U/1ML"

Scenario 3: eMAR - Scan multiple medication barcodes and do multiple administrations with 'Enable Incremental Scanning' set to "No".

Specific Setup:

Avatar eMAR 2021 Update 29 and myAvatar Client Update 3201-002 are required for full functionality.
The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "0".
The 'Avatar eMAR->General->Settings->->->Enable multiple administration selection' must be set to "N".
Please log out and log back in after completing the above configuration.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"Client A" must have the following active orders:
"FISH OIL 1000 MG CAPSULE, LIQUID FILLED ORAL 1 Capsule Daily"
"GEODON (ZIPRASIDONE HYDROCHLORIDE) 60 MG CAPSULE ORAL 1 Capsule As Needed"
"VITAMIN B12 1000 MCG TABLET ORAL 1 Tablet Daily"
Barcodes must exist for the orders above.

Steps

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

Scenario 4: eMAR - Do multiple administrations with 'Enable Incremental Scanning' set to no value and Enable multiple administration selection set to 'Y'

Specific Setup:

Avatar eMAR 2021 Update 29 and myAvatar Client Update 3201-002 are required for full functionality.
The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' must be set to "0" after the Order Code Load.
The 'Avatar eMAR->General->Settings->->->Enable multiple administration selection' must be set to "Y".
The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
Please log out of the application and log back in after completing the above configuration.
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "As Needed" from the 'Freq' field.
Set the 'Duration' field to "1" and click [Days].
Validate the 'Days Supply' field contains "1".
Validate the 'Dispense Qty' field contains "1".
Select "Gram" from the 'Dispense Qty Unit' field.
Validate the 'Directions' field contains "Take one (1) tablet by mouth every 8 hours, as needed".
Click [Add to Scratchpad].
Search for and select "PRILOSEC 10 MG TABLET ORAL" in the 'New Order' field.
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Select "AS NEEDED" from the 'Freq' field.
Set the 'Duration' field to "11" and click [Days].
Validate the 'Days Supply' field contains "11".
Validate the 'Dispense Qty' field contains "11".
Select "Tablet" from the 'Dispense Qty Unit' field
Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
Click [Add to Scratchpad] and click [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and click [Sign].
Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "PRILOSEC 10 MG TABLET ORAL".
Access the 'eMAR' widget.
Click the 'Click here to provide override reason' field.
Validate the 'Wristband Override' dialog exists.
Select "Other Reason" from the 'Please provide a reason' field.
Set the 'Other Reason' field to any value.
Click [OK].
Validate an order for "PRILOSEC 10 MG TABLET ORAL" is displayed with no hours of administration under the current date.
Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date.
Complete 'Order Acknowledgement' and 'Client Education' for both orders.
Select a cell under the current date for the "PRILOSEC" order and for the "COUMADIN" order and click [Administer].
Validate the 'Administration Event' dialog is displayed.
Set the 1st 'Med ID' field to any value.
Select a successful administration event in the 1st 'Administration Event' field.
Click 1st [Warning - View].
Override all warnings and click [OK].
Set the 2nd 'Med ID' field to any value.
Select a successful administration event in the 2nd 'Administration Event' field.
Click 2nd [Warning - View].
Override all warnings and click [OK].
Check the 'Accept administration information entered' checkbox and click [OK].
Validate the first cells under the current date for the "PRILOSEC" and "COUMADIN" orders contain the amount administered and the time administered.

Topics

• Avatar eMAR • eMAR • Order Entry Console

AV-76547 Summary | Details

Avatar eMAR - Wristband Scanning Warning

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

eMAR widget
Orders This Episode

Scenario 1: Avatar eMAR - Wristband Scan - Right Click Options

Specific Setup:

The following extended attributes must be set in the eMAR Tabled Files ‘(10000) Administration Event’ dictionary for “Dose Held”:
‘Successful Administration?’ = “No”
‘Client Refusal’ = “No”
‘Additional Attempts Planned’ = “Yes”
The following extended attributes must be set in the eMAR Tabled Files ‘(10000) Administration Event’ dictionary for “Refused”:
‘Successful Administration?’ = “No”
‘Client Refusal’ = “Yes”
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "ADVIL CHILDREN'S 100 MG/5 ML SUSPENSION ORAL" from the 'New Order' field.
Set the 'Dose' field to "2".
Select "Tablet" from the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Frequency' field.
Set the 'Duration' field to "12" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "ADVIL CHILDREN'S 100 MG/5 ML ORAL SUSPENSION2 Tablet, TWICE A DAY".
Access the 'eMAR' widget.
Validate the "Advil" order is displayed with administration times consistent with the frequency code selected.
Perform 'Order Acknowledgement' and' Client Education' for the "Advil" order.
Click the 'Click here to provide override reason' link.
Select any value from the 'Please provide a reason for not scanning the client wristband' field and click [OK].
Double click on an administration cell for the "Advil" order.
Verify the 'Administration Event' dialog is displayed.
Set the 'Med ID' cell to the NDC of the "Advil" order (00573-0174-30).
Select "Dose Held" from the 'Administration Event' field.
Click the 'Accept administration information entered' checkbox and click [OK].
Validate the "Advil" order is displayed with "Dose Held" and the administration time with a circular arrow in the bottom left corner of the cell selected.
Change clients in the 'My Clients' widget then change back to "Client A".
Validate the 'Click here to provide override reason.' link is enabled and required.
Right click on the administered cell for the "Advil" order and click 'Record Additional Attempt'.
Verify a message is displayed stating "Please scan client wristband to continue." and click [OK].
Right click on the administered cell for the "Advil" order and click 'Edit Administration Event'.
Select "Refused" from the 'Administration Event' field and click [Submit Edit].
Validate the "Advil" order is displayed with the selected administration cell showing "Refused" and the administration time with a thumbs down icon in the bottom left corner".
Right click on the administered cell for the "Advil" order and click 'Administration After Initial Refusal'.
Verify a message is displayed stating "Please scan client wristband to continue." and click [OK].
Right click on the administered cell for the "Advil" order and click 'Void Administration Event'.
Click [Submit Void].
Validate a message is displayed stating "Are you sure you want to void this Event?" and click [Yes].

Topics

• eMAR • NX

AV-76912 Summary | Details

Scheduling Calendar - Add New Appointment fields

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

Scheduling Calendar

Scenario 1: 'Scheduling Calendar' - Add New Appointment

Specific Setup:

A client is enrolled in an existing episode

Steps

Access the 'Scheduling Calendar' form.
Select a day on the calendar for the appointment
Click on any available time and drag the cursor down to select a time slot. For this example "1:30pm to 2:30pm"
Right click and click "Add Appointment"
In the "Add Appointment" screen
Validate the appointment start and end times are populated as expected based on the time's entered in step 3
Validate the "Duration" field is populated (in minutes) based on the time's entered in step 3, for this example "30"
Click the "Start Time" field
Change the start time to a new time, for this example "1:00pm"
Click the "End Time" field
Change the end time to a different time, for this example "3:00pm"
Validate the duration field value reflects the new duration (in minutes) for the appointment based on the new time's. For this example, "60"
Change the duration from the current value, for this example "30"
Validate the end time reflects a new end time based on the duration value entered
Select any service code in the 'Service Code' field.
Validate the program and location field are populated
Select a client in the 'Client' field.
Select an episode in the 'Episode Number' field.
Click [Submit].
Validate the appointment files successfully and is displayed on the "Scheduling Calendar", as expected

Topics

• NX

AV-77252 Summary | Details

'Treatment Plan' form - Library section

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

Treatment Plan Definition
Registry Settings (PM)
Site Specific Section Modeling (CWS)
Treatment Plan

Scenario 1: Treatment Plan Definition - Export Library / Import Library

Specific Setup:

A treatment plan library must already exist in the system via the 'Treatment Plan Definition' form.

Steps

Access the ‘Treatment Plan Definition’ form.
Select the ‘Export Library’ section.
Click [Select Library].
Select any existing library and click [Return].
Click [Export File].
Navigate to the desired location and click save.
Navigate to the location of the exported library.
Validate that the exported library is displayed.
Select the ‘Import Library’ section.
Click [Select File].
Navigate to the location of the exported library and click [OK].
Click [Validate Import].
Validate a message displays stating “Library with this name exists. Importing the file will overwrite current library. Do you want to continue?” and click [Yes].
Validate the ‘Import Results’ field contains no errors.
Click [Import File].
Validate a message displays stating “Library with this name already exists. Are you sure you want to delete the old library and import the file?” and click [Yes].
Validate a message displays stating “Library Import Complete” and click [OK].
Select the ‘Library Definition’ section.
Click [Select Library].
Select the import library and click [Return].
Click [Print Library].
Validate the ‘Treatment Plan Library Report’ report contains all imported information for the library selected.
Close the report and the form.

Scenario 2: Treatment Plan - 'Enable Duplicate Plan Element Checking' registry setting

Specific Setup:

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

Steps

Access the 'Site Specific Section Modeling (CWS)' form.
Select "CWS60000 (Treatment Plan) Objectives" in the 'Site Specific Section' field and click [OK].
Validate the 'Site Specific Section Description' contains "Objectives".
Set the 'Site Specific Section Description' field to "Short Term Goals". Please note this can be set to any value.
Select the 'Prompt Definition' tab.
Select "Objective" in the 'Prompt Definition' grid and click [Edit Item].
Validate the 'Label' field contains "Objectives".
Set the 'Label' field to "Short Term Goals" and click [Submit].
Select “Client A” and access the ‘Treatment Plan’ form.
Set the ‘Plan Date’ field to the desired date.
Set the ‘Plan Name’ field to the desired name.
Set the ‘Plan Type’ field to the desired value.
Select "Draft" from the ‘Treatment Plan Status’ field.
Click [Launch Plan].
Validate the Library window contains "Library A".
Validate that "Library A" contains "Short Term Goals".
Validate the Tree View contains a button that reflects [Add Short Term Goals].
Drag and drop the problem to the Tree View.
Validate the ‘Problem’ field contains the problem description defined.
Set the ‘Problem Code’ field to the desired value.
Select the desired value from the ‘Status (Problem List)’ field.
Select "Active" in the ‘Status’ field.
Drag and drop the goal to the Tree View.
Validate the ‘Goal’ field contains the goal description defined.
Select "Active" in the ‘Status’ field.
Drag and drop the "Short Term Goal" from previous steps to the Tree View.
Validate the ‘Short Term Goals' field contains the short term goal description defined.
Select "Active" from the ‘Status’ field.
Drag and drop the intervention to the Tree View.
Validate the ‘Intervention’ field contains the intervention description defined.
Select "Active" in the ‘Status’ field.
Drag and drop the problem from the previous steps in the Tree View
Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
Drag and drop the goal from the previous steps to the Tree View.
Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
Drag and drop the "Short Term Goal" filed in the previous steps to the Tree View.
Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
Drag and drop the intervention from previous steps to the Tree View.
Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No].
Select the problem added from previous steps in the Tree View.
Select "Inactive" in the 'Status' field.
Select the goal added from previous steps in the Tree View.
Select "Inactive" in the ‘Status’ field.
Select the "Short Term Goal" added from previous steps in the Tree View.
Select "Inactive" in the ‘Status’ field.
Select the intervention added from previous steps in the Tree View.
Select "Inactive" in the ‘Status’ field.
Drag and drop the problem from previous steps in the Tree View.
Drag and drop the goal from previous steps in the Tree View.
Drag and drop the "Short Term Goal" from previous steps in the Tree View.
Drag and drop the intervention from previous steps in the Tree View.
Validate the Tree View contains duplicates of the same problem, goal, "Short Term Goal", and intervention added from the previous steps
Click [Exit to Home View].

Topics

• Treatment Plan

AV-77589 Summary | Details

Enterprise ID in myAvatar

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

Avatar eMAR
Document Routing Setup (PM)

Scenario 1: Avatar eMAR - Witnessed by EID user

Specific Setup:

Avatar eMAR 2021 Update 6 and RADplus Client Update 2353-009 and 3201-002 are required in order to utilize full functionality.
The 'Avatar eMAR->General->Settings->->->Require Witness Password' registry setting must be set to "Y".
Two users must exist, one is configured as a non-EID user and one is configured as an EID user. (User A) (User B)
User description needs to be different from the UserID for the EID user.
Please log out and log back in after completing the configuration above.
A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
"Client A" must have a ‘Date of Birth’, ‘Sex’ and 'Address' on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select “Client A” and access the Order Entry Console.
Search for and select "LISINOPRIL 20 MG ORAL Tablet" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "EVERY DAY" from the 'Freq' field.
Set the 'Duration' field to "28" and click [Days].
Validate the 'Dispense Qty' field contains "28".
Select "Tablet" from the 'Dispense Qty Unit' field.
Click [Add to Scratchpad], [Final Review], and [Sign].
Validate the 'Order grid' contains an order for "LISINOPRIL 20 MG ORAL Tablet".
Access the 'eMAR' widget.
Validate that an order for "LISINOPRIL 20 MG ORAL Tablet" is displayed and does not contain any hours of administration under the current date.
Perform 'Order Acknowledgement' and 'Client Education' for the "LISINOPRIL" order.
Double click on the first cell under the current for the "LISINOPRIL" order.
Click the 'Witnessed' checkbox.
Set the 'Med ID' cell to the NDC of the medication being administered.
Select a successful administration event from the 'Administration Event' field.
Set the 'Witnessed By' field to an EID user that is not currently logged in. (User B)
Validate the 'Password' field contains an [Enter Enterprise Credentials] button.
Click [Enter Enterprise Credentials].
Login to the 'External Provider Login' dialog.
Validate the 'Password' field is populated and disabled.
Click the 'Accept administration information entered' checkbox and click [OK].
Validate that the first cell under the current date contains the amount administered and the time administered in military format.

Scenario 2: Document Routing - EID

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Require Witness Password' registry setting must be set to "Y". Note: This is a Netsmart staff only registry setting. Please contact your Netsmart representative to have this setting configured.
The 'Progress Notes (Group and Individual)' form must be configured for 'Document Routing'.
The logged in user must be configured for EID
Please log out and log back in after completing the configuration above.

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select any client from the 'Select Client' field.
Select any episode from the 'Select Episode' field.
Select 'New Service' from the 'Progress Note For' field.
Select any note type from the 'Note Type' field.
Set the 'Notes Field' field to "test".
Select any practitioner from the 'Practitioner' field.
Set the 'Date Of Service' field to the current date.
Set the 'Service Charge Code' field to any value.
Select the 'Final' from the 'Draft/Final' field and click [File Note].
Check task manager for the workstation and make note of the memory being used for Avatar.
Validate the 'Document Routing' dialog displays and click [Accept and Route].
Validate the 'External Provider Login' dialog displays.
Log in with EID credentials and click [Sign In] and [Send me the Code].
Set the 'Verification Code' field to the verification code received and click [Verify].
Click the 'Admitting Practitioner' checkbox and click [Submit].
Validate a message displays stating "Note Filed" and click [OK].
Check task manager for the workstation and make note of the memory being used for Avatar (it should be the same as before the EID dialog was launched).

Topics

• Avatar eMAR • Forms • NX

AV-77877 Summary | Details

Order Entry Console - Medication Reconciliation - Display of Orders

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

Order Entry Console
Order Entry Console - Warning Dialog - Interactions
Order Entry Console - Admission Med Reconciliation
Order Code Setup

Scenario 1: Modifying an Inpatient medication in the Order Entry Console (Admission Med Reconciliation section).

Specific Setup:

A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form.
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field is equal to "Capsule".
Select "TWICE A DAY" from the 'Freq' field.
Set the 'Duration' field to "28" and click [Days].
Validate the 'Days Supply' field is equal to "28".
Validate the 'Dispense Qty' field is equal to "56".
Select "Capsule" from the 'Dispense Qty Unit' field.
Click [Add to Scratchpad] and [Final Review].
Validate the 'Final Review' dialog is displayed and click [Sign].
Select the 'Admission Med Reconciliation' tab.
Select the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the 'Inpatient Medications Scratchpad' and click [Modify].
Select "Capsule" in the 'Dispense Qty Unit' field and click [Update Order].
Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" with "MODIFY" in the 'Action column'.
Click [Restart Reconciliation].
Validate that a message is displayed stating "Clicking restart will discard all current changes. Are you sure you wish to restart?" and click [No].
Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" with "MODIFY" in the 'Action column'.
Click [Restart Reconciliation].
Validate that a message is displayed stating "Clicking restart will discard all current changes. Are you sure you wish to restart?" and click [Yes].
Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" with "CONT" in the 'Action column'.

Scenario 2: OE NX - Admission Med Reconciliation - Schedule II - New Order

Specific Setup:

A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, 'Diagnosis' form, as well as an allergy to "Ritalin" filed in the ‘Allergies and Hypersensitivities’ form.

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Admission Reconciliation' tab.
Search for and select "RITALIN 10 MG TABLET ORAL (Schedule II)" from the 'New Order' field.
Validate a warning indicator with "At least one warning has been found with this order" link is displayed under the 'New Order' field.
Set the 'Dose' field to "2".
Select "TABLET" from the 'Dose Unit' field.
Select "TWICE A DAY" from the 'Freq' field.
Set the 'Duration' field to "10", click [Days] and [Add to Scratchpad].
Validate the 'Inpatient Medications Scratchpad' contains an order for "RITALIN 10 MG TABLET (Schedule II) 2 TABLET, TWICE A DAY".
Click [Reconcile & Sign].
Validate the 'Interactions' dialog is displayed and contains an Allergy Interaction for "Ritalin".
Override the interaction and click [Save Override and Exit].
Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Click the 'Orders This Episode' tab.
Validate the 'Order grid' contains one order for "RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG ORAL TABLET (Schedule II) 2 TABLET, TWICE A DAY".

Scenario 3: OE NX - Admission Med Rec - Add to Scratchpad and Reconcile & Review.

Specific Setup:

The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
Please log out of the application and log back in after completing the above configuration.
A client must have an inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
"Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "KADIAN 20 MG CAPSULE, EXTENDED RELEASE ORAL" from the 'New Order' field.
Set the Dose field to "1".
Validate the ‘Dose Unit’ field is equal to "Capsule".
Select "3 TIMES A DAY, AS NEEDED" from the ‘Freq’ field.
Set the ‘Duration’ field to "28" and click [Days].
Validate the ‘Refills’ field is equal to "0".
Validate the ‘Days Supply’ field is equal to "28".
Validate the ‘Dispense Qty’ field is equal to "84".
Select "Capsule" from the ‘Dispense Qty Unit’ field.
Click [Add to Scratchpad] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the order for "KADIAN" is displayed in the 'Order grid'.
Select the 'Home Medications' tab.
Search for and select "Ritalin 20 MG Tablet Oral" from the 'New Order' field.
Set the ‘Dose’ field to "1".
Validate the ‘Dose Unit’ field is equal to "Tablet".
Select "3 Times a Day" from the 'Frequency' field.
Validate the ‘Diagnosis’ field is equal to "No Entry".
Validate the ‘Refills’ field is equal to "0".
Set the ‘Days Supply’ field to "30".
Validate the 'Dispense Qty’ field is equal to "90".
Validate the ‘Dispense Qty Unit’ field is equal to "Tablet".
Click [Add to Scratchpad], [Final Review], and [Sign].
Select the 'Admission Med Reconciliation' tab.
Validate an order for "Ritalin 20 MG Tablet Oral (Schedule II)" is displayed in the 'Home Medications (Pre-Admission)' order grid.
Validate an order for "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" is displayed in the 'Inpatient Medications Scratchpad'.
Select the "Ritalin" order and click [Add to Scratchpad].
Validate the "Ritalin" order appears in the 'Inpatient Medications Scratchpad' with a red flag in the 'Action' column.
Select the "Ritalin" order in the 'Inpatient Medications Scratchpad'.
Validate the ‘Dose’ field is equal to "1".
Validate the ‘Dose Unit’ field is equal to "Tablet".
Validate the ‘Freq’ field is equal to "3 TIMES A DAY".
Set the ‘Duration’ field to "28" and click [Days].
Validate the ‘Refills’ field is equal to "0".
Validate the ‘Days Supply’ field is equal to "28".
Validate the ‘Dispense Qty’ field is equal to "84".
Select "Tablet" in the ‘Dispense Qty Unit’ field.
Click [Update Order].
Validate the 'New Order' field does not contain a value.
Select the "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" in 'Inpatient Medications Scratchpad' and click [Modify]
Validate the 'New Order' field contains "KADIAN (MORPHINE SULFATE) 20 MG ORAL CAPSULE, EXTENDED RELEASE ORAL (Schedule II)".
Set the 'Dose' field to "2".
Select "Capsule from the 'Dispense Quantity Unit' field.
Set the 'Start Date' field to the current date.
Set the 'Start Time' field to the current time.
Click [Update Order] and [Reconcile & Review].
Validate the 'Final Review' dialog is displayed.
Select "eRX" in the 'Output'.
Check the 'Ready to Sign' checkbox and click [Sign].
Validate the 'Two-Factor Authentication' dialog is displayed.
Set the ‘Username’ field to the "OrderConnect Facility" and "Username".
Set the ‘Password’ field to the password for this user.
Click [Enter].
Retrieve the unique passcode.
Set ‘Please enter your One-Time Passcode’ field to "unique id" and click [Enter].
Validate 'Admission Med Reconciliation' is displayed in view-only mode.

Scenario 4: Order Entry Console - Discharge Med Reconciliation - eRX

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3". Note: This is a Netsmart only registry setting. Please contact your Netsmart representative to have this setting configured.
The 'Default to Client Reported' checkbox is unchecked for the logged in user in the 'Order Entry User Definition' form.
Please log out of and back into the application after this configuration has been done.
A client must be in an active inpatient episode. (Client A)
"Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Access the Order Entry Console for "Client A".
Click the 'Discharge Med Reconciliation' tab.
Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
Set the 'Dose' field to "2".
Validate the 'Dose Unit' field is equal to "Tablet".
Select "Twice a Day" from the 'Frequency' field.
Set the 'Days Supply' field to "15" and press Tab.
Validate the 'Dispense Qty' field is equal to "60".
Validate the 'Dispense Qty Unit' field is equal to "Tablet".
Click [Add to Scratchpad] and [Review and Sign].
Set the 'Pharmacy' field to a pharmacy that allows an "eRX".
Select "eRX" from the 'Output' field.
Select "Do not send to pharmacy" from the 'Pharmacy' field.
Validate the 'Output' field is set to "None".
Select a pharmacy that allows "eRX" from the 'Pharmacy' field.
Select "eRX" from the 'Output' field.
Click [Sign].
Validate the 'Discharge Med Reconciliation' tab displays in view only mode.

Scenario 5: OE NX - Discharge Med Reconciliation - Create New Order and place in 'Hold in Pending Status'

Specific Setup:

Two clients must have active inpatient episodes. (Client A and Client B) One whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
"Client A" and "Client B" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Discharge Med Reconciliation' tab.
Search for and select "Zubsolv 5.7 MG-1.4 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "As Needed" in the 'Frequency' field.
Set the 'Days Supply' field to "20" and press Tab.
Validate the 'Dispense Qty' field contains "20".
Validate the 'Dispense Qty Unit' field contains "Tablet".
Click [Add to Scratchpad]
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
Click [Hold in Pending Status].
Select the 'Orders This Episode' tab.
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
Select the 'Home Medications' tab.
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
Select the 'Admission Med Reconciliation' tab.
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
Click [Edit Pending Reconciliation]
Validate the 'Warning' message is displayed stating "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved." and click [Ok].
Select "Client B" and access the Order Entry Console.
Select the 'Discharge Med Reconciliation' tab.
Select "Client A" and access the Order Entry Console.
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Saved session' message is displayed stating "found New medications may have been added since you switched clients. Do you want to restart reconciliation to ensure all medication orders are up to date or continue with reconciliation in progress?" and click [Continue].
Click [Hold in Pending Status]
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order for "Zubsolv".

Scenario 6: OE NX - Create Order in Home Medications, Add order to Scratchpad, create new order and Reconcile and Review in Admission Med Reconciliation

Specific Setup:

A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Home Medications' tab.
Validate the ‘Client Reported’ checkbox is checked.
Search for and select “Ambien 10 (MG Tablet Oral (Schedule IV)” in the ‘New Order’ field.
Set the ‘Dose’ field to “1”.
Validate the 'Dose Unit' field contains "Tablet".
Select "AS NEEDED" in the 'Frequency' field.
Click [Save].
Search for and select “Warfarin 2 MG Tablet Oral” in the ‘New Order’ field.
Set the ‘Dose’ field to “2”.
Validate the 'Dose Unit' field contains "Tablet".
Select "TWICE A DAY" in the 'Frequency' field.
Click [Save].
Search for and select “Aleve 220 MG Tablet Oral” in the ‘New Order’ field.
Set the ‘Dose’ field to “3”.
Validate the 'Dose Unit' field contains "Tablet".
Select "3 TIMES A DAY" in the 'Frequency' field.
Click [Save].
Uncheck the 'Client Reported' checkbox.
Search for and select "Furosemide 80 MG Tablet Oral" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "Twice a Day" in the 'Frequency' field.
Set the 'Days Supply' field to "30" and press Tab.
Validate the 'Dispense Qty' field contains "60".
Validate the 'Dispense Qty Unit' field contains "Tablet".
Click [Add to Scratchpad] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and click [Sign].
Validate the 'Order grid' contains orders for "Furosemide", “Aleve”, “Ambien”, and “Warfarin”.
Click the 'Admission Med Reconciliation' tab.
Validate the 'Home Medications (Pre-Admission)' order grid contains orders for “Aleve”, “Ambien”, "Furosemide", and “Warfarin”.
Select the "Aleve", "Ambien", and "Warfarin" orders and click [Add to Scratchpad].
Validate the 'Inpatient Medications Scratchpad' contains orders for “Aleve”, “Ambien”, “Warfarin” with a red flag in the 'Action' column.
Select the "Aleve" order in the 'Inpatient Medications Scratchpad'.
Set the 'Duration' field to "28" and click [Days].
Validate the 'Dispense Qty' field contains "252".
Select "Tablet" in the 'Dispense Qty Unit' field.
Click [Update Order].
Validate the 'Inpatient Medications Scratchpad' contains the order for "Aleve" with no red flag in the 'Action' column.
Select the "Aleve", "Ambien", and "Warfarin" orders and click [Undo].
Search for and select "ALEVE (NAPROXEN SODIUM) 220 MG TABLET ORAL" in the 'New Order' field.
Set the 'Dose' field to "2".
Validate the 'Dose Unit' field contains "Tablet".
Select "Twice a Day" in the 'Freq' field.
Set the 'Duration' field to "20" and click [Days].
Validate the 'Days Supply' field contains "20".
Validate the 'Dispense Qty' field contains "80".
Select "Tablet" in the 'Dispense Qty Unit' field.
Click [Add to Scratchpad].
Select all orders in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
Select the “ALEVE (NAPROXEN SODIUM) 220 MG TABLET ORAL” order in the 'Inpatient Medications Scratchpad'.
Set the 'Duration' field to "28" and click [Days].
Select "Tablet" in the 'Dispense Qty Unit' field.
Click [Update Order].
Select the “AMBIEN (ZOLPIDEM TARTRATE) 10MG TABLET ORAL(Schedule IV)” order in the 'Inpatient Medications Scratchpad'.
Validate the ‘Dose' field contains “1”.
Validate the ‘Dose Unit’ field contains “Tablet”.
Validate the ‘Freq’ field contains “AS NEEDED”.
Set the 'Duration' field to "20" and click [Days].
Select "Tablet" in the 'Dispense Qty Unit' field.
Set the ‘Addl Instructions’ field to “TEST”.
Click [Update Order].
Select the “FUROSEMIDE 80 MG ORAL” order in the 'Inpatient Medications Scratchpad'.
Validate the ‘Dose' field contains “1”.
Validate the ‘Dose Unit’ field contains “Tablet”.
Validate the ‘Freq’ field contains “TWICE A DAY”.
Set the 'Duration' field to "28" and click [Days].
Select "Tablet" in the 'Dispense Qty Unit' field.
Click [Update Order].
Select the “WARFARIN 2 MG TABLET ORAL” order in the 'Inpatient Medications Scratchpad'.
Validate the ‘Dose' field contains “2”.
Validate the ‘Dose Unit’ field contains “Tablet”.
Validate the ‘Freq’ field contains “TWICE A DAY”.
Set the 'Duration' field to "15" and click [Days].
Select "Tablet" in the 'Dispense Qty Unit' field.
Click [Update Order] and click [Reconcile and Review].
Validate the ‘Interactions’ dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed.
Select "None" in 'Output' for all orders and click [Sign].
Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Click the 'Orders This Episode' tab.
Validate the 'Order grid' contains orders for "ALEVE (NAPROXEN SODIUM) 220 MG ORAL TABLET 2 Tablet, TWICE A DAY", “AMBIEN 10 MG TABLET (Schedule IV) 1 Tablet, AS NEEDED”, "ALEVE (NAPROXEN SODIUM) 220 MG ORAL TABLET 3 Tablet, 3 TIMES A DAY", "FUROSEMIDE 80 MG ORAL TABLET 1 Tablet, TWICE A DAY", and “WARFARIN 2 MG TABLET 2 Tablet, TWICE A DAY”.

Scenario 7: Avatar OE - Discharge Med Reconciliation - Client order Mismatch

Specific Setup:

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

Steps

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

Topics

• Admission Med Reconciliation • Discharge Med Reconciliation • Medication Reconciliation • NX • Order Entry Console

AV-77942 Summary | Details

Avatar eMAR

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

Avatar eMAR
Orders This Episode

Scenario 1: Specimen Collection of a Lab order with collection times.

Specific Setup:

Avatar eMAR 2021 Update 31, Avatar eMAR 27,and RADplus Client Update 3201-002 are required to utilize full functionality.
The 'RADplus->General->->->Modify "Client" Terminology' registry setting must be set to "Patient^Patients^Patient(s)". Please note that this registry setting can only be configured by Netsmart Staff.
The 'Avatar eMAR->General->Settings->->->Enable Specimen Collection Events' registry setting must be set to "N".
The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2".
The following extended attributes must be set in the eMAR Tabled Files for the '(10000) Administration Event' dictionary:
'(10002) Successful Administration' = "Yes"
'(10016) Additional Attempts Planned' = "No and DC OTO Order"
'(10018) Add Reason Dictionary To Comments' = "Yes"
'(10019) Require Comments' = "No"
Must have a value entered in the '(10020) Event Reason' dictionary. (Test 2)
Please log out and back in doing the configuration above.
Must have a Lab-type order code with the following information: a 'Default Duration (Hours)' of "48" and the following entered in 'External Lab Definition': 'Lab Vendor Name' = an 'eVendor', 'Specimen Type' = "Blood", 'Specimen Container' = "Blood Culture Bottles", 'Collection Volume' = "150", and 'Collection Volume Units of Measure' = "mL". This is done in 'Order Code Setup'. (CBC)
Must have a 'Frequency Code' with administration times of "09:00 AM" and "09:00 PM". (Twice a day)
The staff member associated to the user logged in must be assigned staff credentials via the 'Practitioner Enrollment' form.
A client must have an active episode. (Client A)

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "CBC" in the 'New Order' field.
Select "Twice a day" from the 'Frequency' field.
Validate the 'Start Date' field contains the current date.
Set the 'Start Time' field to "12:00 AM".
Click [Add to Scratchpad] and [Sign].
Access the 'eMAR' widget.
Validate the label next to "Client A's" name is "Patient".
Select the 'Lab orders' tab.
Validate that an order for "Complete Blood Count" is displayed with "TWICE A DAY" in large font with hours of administration of "0900" and "2100" under the current date.
Validate the 'Ordering Practitioner' contains the staff member name of the user who is logged into the application and their staff credentials in the 'Order Description' field.
Select the "0900" cell and click [Administer].
Validate the 'Order Acknowledgement' dialog displays.
Validate the label next to "Client A's" name in the 'Order Acknowledgement' dialog is "Patient".
Validate the 'Order Acknowledgement' dialog contains the top order description portion of the dialog with a 'Frequency' value of "TWICE A DAY" that is the same size font as the rest of the information.
Validate the 'Acknowledged by' field contains the staff member name of the user who is logged into the application and their staff credentials in the 'Order Acknowledgement' dialog.
Click [OK].
Validate the 'Patient Education' dialog displays.
Validate the label next to "Client A's" name in the 'Patient Education' dialog is "Patient".
Validate the 'Patient Education' dialog contains the top order description portion of the dialog with a 'Frequency' value of "TWICE A DAY" that is the same size font as the rest of the information.
Validate the 'Education by' field contains the staff member name of the user who is logged into the application and their staff credentials in the 'Patient Education' dialog.
Select "Yes" in the 'Education Performed' field and click [OK].
Validate the 'Specimen Collection' dialog is displayed.
Validate the label next to "Client A's" name is "Patient".
Select any value in the 'Specimen Type' field. (ex. Blood)
Select any value in the 'Fasting' field. (ex. Yes)
Select "No" in the 'Patient Refused' field.
Select any value in the 'Specimen Container' field. (ex. Blood Culture Bottles)
Select any value in the 'Collection Site' field. (ex. Right antecubital)
Enter any value in the 'Collection Volume' field. (ex. 100)
Enter any value in the 'Collection Volume Units of Measure' field. (ex. mL)
Validate the 'Collection Date' field contains the current date.
Validate the 'Collection Time' field contains the current time.
Validate the 'Collected By' field contains the staff member name of the user who is logged into the application and their staff credentials in the 'Specimen Collection' dialog.
Check the 'Accept specimen collection entered' checkbox and click [OK].
Validate the 'Collection Time' is displayed in the first cell under the current date.

Scenario 2: Administering an order in Avatar eMAR

Specific Setup:

Avatar eMAR 2021 Update 31, Avatar eMAR 27,and RADplus Client Update 3201-002 are required to utilize full functionality.
The 'RADplus->General->->->Modify "Client" Terminology' registry setting must be set to "Patient^Patients^Patient(s)". Please note that this registry setting can only be configured by Netsmart Staff.
A staff member associated to the user logged in must be assigned staff credentials via the 'Practitioner Enrollment' form.
A staff member not associated to the user logged in must be assigned staff credentials via the 'Practitioner Enrollment' form.
A frequency code with no hours of administration must exist. (AS NEEDED)
A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the 'eMAR' widget.
Validate the label next to "Client A's" name is "Patient".
Validate the 'Latest Client Information' field is expanded and contains all client information.
Click the 'Collapse' button and validate the 'Latest Client Information' section is no longer displayed.
Validate that "Order A" is displayed with no hours of administration under the current date.
Validate the 'Order Description' of the order contains the 'Dose', 'Dose Unit' and 'Freq' after 'Give' in a larger font.
Validate that 'Ordering Practitioner' contains the staff member name of the user who is logged into the application and their staff credentials.
Double click in a cell under the current date for "Order A".
Validate that the 'Order Acknowledgement' dialog is displayed.
Validate the label next to "Client A's" name is "Patient".
Validate the 'Acknowledged by' field contains the staff member name of the user who is logged into the application and their staff credentials and click [OK].
Validate that the 'Client Education' dialog is displayed.
Validate the label next to "Client A's" name is "Patient".
Select "Yes" in the 'Education Performed' field.
Validate the 'Education by' field contains the staff member name of the user who is logged into the application and their staff credentials and click [OK].
Verify the 'Administration Event' dialog is displayed.
Validate the label next to "Client A's" name is "Patient".
Validate the 'Order Description' contains the 'Dose', 'Dose Unit' and 'Freq' after 'Give' in the same size font as the rest of the information.
Check the 'Witnessed' checkbox.
Fill out all required fields ensuring that a successful administration is selected.
Validate the 'Administered by' field contains the staff member name of the user who is logged into the application and their staff credentials.
Search for and select the staff member name of the user who is not logged into the application and their staff credentials in the 'Witnessed by' field.
Enter the password associated with the user.
Check the 'Accept administration information entered' checkbox and click [OK].
Validate that the first cell under the current date for "Order A" contains the amount administered and the time administered.
Double click on the administered cell under the current date.
Validate the 'Administration Event' dialog is displayed.
Validate the 'Witnessed by' field contains the staff member name of the user who is not logged into the application and their staff credentials.
Validate the 'Results Observed by' field contains the staff member name of the User who is logged into the application and their staff credentials.
Enter a value in the 'Result' field.
Check the 'Accept administration information entered' checkbox and click [OK].

Topics

• Avatar eMAR • eMAR

AV-77943 Summary | Details

eMAR - Sliding Scale Insulin

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: Creating a Sliding Scale Insulin Order in the Order Entry Console (Orders This Episode section) and administer it in Avatar eMAR

Specific Setup:

The ‘(523) Warn If Order Is Too Long For Print Administration Record’ extended attribute must be set to “No warning/error” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
Please log out of the application and log back in after completing the above configuration.
An order code must be defined as Sliding Scale Insulin orders in the 'Order Code Setup' form.(Order Code A)
A Sliding Scale Insulin Template must be defined in the 'Sliding Scale Insulin Template Setup' form and must account for values of 0 - 200. (Sliding Scale Insulin Template A)
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Order Code A".
Click [Sliding Scale Instructions].
Validate the 'Sliding Scale Instructions' dialog is displayed.
Select "Sliding Scale Insulin Template A" in the 'Template' field.
Click [Save].
Set the 'Freq' field to "Every Day".
Set the 'Duration' field to "30" and click [Days].
Validate the 'Addl Instructions' field contains information pertaining to the template selected in the 'Sliding Scale Instructions' dialog.
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains the new Sliding Scale Insulin order.
Set the 'Allow selection of previously entered Blood Glucose readings in eMAR' registry setting to contain no value.
Log out of the application and log back in.
Select "Client A" and access the 'eMAR' widget.
Validate an order for "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUSPENSION SUBCUTANEOUS" is displayed with no hours of administration under the current date.
Complete the 'Order Acknowledgement' and 'Client Education' for the "Humalog" order.
Select a cell under the current date for the "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUSPENSION SUBCUTANEOUS" order and click [Administer].
Validate the 'Administration Event' dialog is displayed.
Set the 'Med ID' field to any value.
Click [SSI].
Set the 'Blood Glucose mg/dL' field to "67".
Validate a value is highlighted and click [Select Dose].
Select a successful administration event in the 'Administration Event' field.
Click [Warning - View].
Override all warnings and click [OK].
Check the 'Accept administration information entered' check box and click [OK].
Validate the first cell under the current date for the "HUMALOG" order contains the amount administered and the time administered.
Set the 'Allow selection of previously entered Blood Glucose readings in eMAR' registry setting to "R".
Log out of the application and log back in.
Select "Client A" and access the 'eMAR' widget.
Select the next available cell under the current date for the "Humalog" order and click [Administer].
Validate the 'Administration Event' dialog is displayed.
Set the 'Med ID' field to any value.
Click [SSI].
Set the 'Blood Glucose mg/dL' field to "65".
Validate a value is highlighted and click [Select Dose].
Select a successful administration event in the 'Administration Event' field.
Click [Warning - View].
Override all warnings and click [OK].
Check the 'Accept administration information entered' check box and click [OK].
Validate the second cell under the current date for the "HUMALOG" order contains the amount administered and the time administered.
Set the 'Allow selection of previously entered Blood Glucose readings in eMAR' registry setting to "V".
Log out of the application and log back in.
Select "Client A" and access the 'eMAR' widget.
Select the next available cell under the current date for the "Humalog" order and click [Administer].
Validate the 'Administration Event' dialog is displayed.
Set the 'Med ID' field to any value.
Click [SSI].
Set the 'Blood Glucose mg/dL' field to "85".
Validate a value is highlighted and click [Select Dose].
Select a successful administration event in the 'Administration Event' field.
Click [Warning - View].
Override all warnings and click [OK].
Check the 'Accept administration information entered' check box and click [OK].
Validate the third cell under the current date for the "HUMALOG" order contains the amount administered and the time administered.
Set the 'Allow selection of previously entered Blood Glucose readings in eMAR' registry setting to "N".
Log out of the application and log back in.
Select "Client A" and access the 'eMAR' widget.
Select the next available cell under the current date for the "Humalog" order and click [Administer].
Validate the 'Administration Event' dialog is displayed.
Set the 'Med ID' field to any value.
Click [SSI].
Set the 'Blood Glucose mg/dL' field to "65".
Validate a value is highlighted and click [Select Dose].
Select a successful administration event in the 'Administration Event' field.
Click [Warning - View].
Override all warnings and click [OK].
Check the 'Accept administration information entered' check box and click [OK].
Validate the fourth cell under the current date for the "HUMALOG" order contains the amount administered and the time administered.

Topics

• Avatar eMAR

AV-77944 Summary | Details

Order Entry Console (Orders This Episode) - 'Specimen Type' field for a lab-type order.

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

Orders This Episode

Scenario 1: OE NX - Creating two Lab orders with single values selected in the 'Specimen Types Allowed' field in 'Order Code Setup'

Specific Setup:

Two 'Specimen Types' must exist.
One with a 'Dictionary Code' of "Stool" and a 'Dictionary Description' of "Stool Sample". (Stool)
One with a 'Dictionary Code' and 'Dictionary Description' of "Blood". (Blood).
Two lab-type order codes must exist that are associated with 'eVendors' and have "Specified at Order Time" selected in the 'Specimen Type' field.
One with "Stool Sample" selected in the 'Specimen Types Allowed' field (WBCS).
One with "Blood" selected in the 'Specimen Types Allowed' field (RBC).
A client must have an active inpatient episode. (Client A)

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "WBCS" in the 'New Order' field.
Validate the 'Specimen Type' field is required, enabled and contains no default value.
Click the 'Specimen Type' field and validate that only "Stool Sample" is displayed.
Select "Stool Sample" in the 'Specimen Type' field.
Set the 'Duration' field to "1" and click [Days].
Click [Add to Scratchpad].
Search for and select "RBC" in the 'New Order' field.
Validate the 'Specimen Type' field is required, enabled and contains no default value.
Click the 'Specimen Type' field and validate that only "Blood" is displayed.
Select "Blood" in the 'Specimen Type' field.
Set the 'Duration' field to "24" and click [Hours].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "RBC (Blood)" and an order for "WBCS (Stool Sample)".

Topics

• NX • Order Entry Console

AV-77945 Summary | Details

Discharge 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: OE NX - Discharge Med Reconciliation - Create New Order and place in 'Hold in Pending Status'

Specific Setup:

Two clients must have active inpatient episodes. (Client A and Client B) One whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
"Client A" and "Client B" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.

Steps

Select "Client A" and access the Order Entry Console.
Select the 'Discharge Med Reconciliation' tab.
Search for and select "Zubsolv 5.7 MG-1.4 MG Tablet Sublingual (Schedule III)" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Tablet".
Select "As Needed" in the 'Frequency' field.
Set the 'Days Supply' field to "20" and press Tab.
Validate the 'Dispense Qty' field contains "20".
Validate the 'Dispense Qty Unit' field contains "Tablet".
Click [Add to Scratchpad]
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
Click [Hold in Pending Status].
Select the 'Orders This Episode' tab.
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
Select the 'Home Medications' tab.
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
Select the 'Admission Med Reconciliation' tab.
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv".
Click [Edit Pending Reconciliation]
Validate the 'Warning' message is displayed stating "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved." and click [Ok].
Select "Client B" and access the Order Entry Console.
Select the 'Discharge Med Reconciliation' tab.
Select "Client A" and access the Order Entry Console.
Select the 'Discharge Med Reconciliation' tab.
Validate the 'Saved session' message is displayed stating "found New medications may have been added since you switched clients. Do you want to restart reconciliation to ensure all medication orders are up to date or continue with reconciliation in progress?" and click [Continue].
Click [Hold in Pending Status]
Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order for "Zubsolv".

Topics

• Discharge Med Reconciliation • NX

AV-77946 Summary | Details

Avatar eMAR - Multiple Administration with warnings

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

Avatar eMAR
Orders This Episode

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

Specific Setup:

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

Steps

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

Topics

• Avatar eMAR • Order Entry Console

AV-77947 Summary | Details

Avatar eMAR - Administration Cell Display

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 - Unsuccessful and Successful Administration - Administration Cell Display

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Require client wristband scan in Avatar eMAR' registry setting must be set to "Y".
The following extended attributes must be set in the eMAR Tabled Files ‘(10000) Administration Event’ dictionary for “Dictionary A”:
‘Successful Administration?’ = “No”
‘Client Refusal’ = “No”
‘Additional Attempts Planned’ = “No”
Please log out of the application and log back in after completing the above configuration.
A client must have an active episode (Client A).
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Fish Oil 500 MG CAPSULE ORAL" from the 'New Order' field.
Set the 'Dose' field to "2".
Select "Capsule" from the 'Dose Unit' field.
Select "Daily" from the 'Freq' field.
Set the 'Duration' field to "12" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "Fish Oil 500 MG ORAL CAPSULE2 Capsule, TWICE A DAY."
Access the 'eMAR' widget.
Click the 'Click here to provide override reason' item.
Select "Wristband cannot be scanned" from the 'Please provide a reason for not scanning the client wristband' field and click [OK].
Validate that the "Fish Oil" order is displayed with no hours of administration under the current date.
Perform 'Order Acknowledgement' and 'Client Education' for the "Fish Oil" order.
Select the first cell under the current date for the "Fish Oil" order and click [Administer].
Verify the 'Administration Event' dialog exists.
Set the 'Med ID' cell to the NDC of the "Fish Oil" order (00904-5604-13).
Select "Dictionary A" from the 'Administration Event' field.
Check the 'Accept administration information entered' checkbox and click [OK].
Validate the cell selected displays "Dictionary A" and administration time with an "*".
Select the second cell under the current date for the "Fish Oil" order and click [Administer].
Verify the 'Administration Event' dialog exists.
Set the 'Med ID' cell to the NDC of the "Fish Oil" order (00904-5604-13).
Select any successful administration event from the 'Administration Event' field.
Check the 'Accept administration information entered' checkbox and click [OK].
Validate the cell selected displays with "2 Capsule" and the administration time.

Topics

• Order Entry Console

AV-77948 Summary | Details

eMAR - Client Wristband Scan - Infusion Order

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

eMAR widget
Orders This Episode

Scenario 1: Avatar eMAR - Client Wristband Scan

Specific Setup:

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

Steps

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

Scenario 2: eMAR - Client Wristband Scan - Infusion Order

Specific Setup:

The 'Avatar eMAR->General->Settings->->->Require client wristband scan in Avatar eMAR' registry setting must be set to "Y"
The 'Avatar eMAR->General->Settings->->->Use separate 'Infusion Details' tab for IVs on eMAR Administration Event dialog' 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 active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "CEFTRIAXONE 1 GM/50 ML SOLUTION INTRAVENOUS" from the 'New Order' field.
Set the 'Dose' field to "50".
Select "mL" from the 'Dose Unit' field.
Select "Continuous" from the 'Freq' field.
Validate the 'Route' field is equal to "INTRAVENOUS".
Select "IV Push" from the 'Admin Method' field.
Set the 'Duration' field to "12" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "CEFTRIAXONE 1 GM/50 ML INTRAVENOUS SOLUTIONIV Push 50 mL, Continuous Reason: As per Doctor's request -- test".
Access the 'eMAR' widget.
Click the 'Click here to provide override reason' item.
Select "Wristband cannot be scanned" from the 'Please provide a reason for not scanning the client wristband' field and click [OK].
Perform 'Order Acknowledgement' and 'Client Education' for the "CEFTRIAXONE" order.
Select a cell under the current date for the "CEFTRIAXONE" order.
Click [Administer].
Verify the 'Administration Event' dialog is displayed.
Set the 'Med ID' cell to the NDC of the "CEFTRIAXONE" order (00338-5002-41).
Populate the remaining required fields for the "CEFTRIAXONE" order.
Click [View - Warning]
Validate the 'Wristband Scan Override' dialog contains "Client wristband to verify identity has not been scanned" and click [OK].
Check the 'Accept administration information entered' checkbox and click [OK].
Validate "50 mL" and the administration time displays in the first cell under the current date.

Topics

• Avatar eMAR • Barcode Scanning • eMAR

AV-77949 Summary | Details

Medication Reconciliation - Saved Session message when Changing clients

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

Orders This Episode

Scenario 1: Changing clients - Medication Reconciliation

Specific Setup:

Two clients (Client A, Client B) must each have an active inpatient episode.
The 'My Clients' widget must be available in the Order Entry Console view.

Steps

Select "Client A" and access the Order Entry Console.
Click the 'Admission Med Reconciliation' tab.
Set the 'New Order' field to any order code.
Click [Add to Scratchpad].
Select "Client B" in the 'My Clients' widget.
Validate the 'Discharge Med Reconciliation' tab displays information for "Client B".
Set the 'Search Clients' field to "Client A".
Validate a message displays stating "New Medications may have been added since you switched clients. To restart reconciliation, click yes. To resume reconciliation, click no." and click [Yes].
Validate the 'Discharge Med Reconciliation' tab displays in a restarted state for "Client A".
Click the 'Discharge Med Reconciliation' tab.
Set the 'New Order' field to any order code.
Click [Add to Scratchpad].
Select "Client B" in the 'My Clients' widget.
Validate the 'Discharge Med Reconciliation' tab displays information for "Client B".
Set the 'Search Clients' field to "Client A".
Validate a message displays stating "New Medications may have been added since you switched clients. To restart reconciliation, click yes. To resume reconciliation, click no." and click [Yes].
Validate the 'Discharge Med Reconciliation' tab displays in a restarted state for "Client A".

Topics

• Medication Reconciliation • NX

AV-77950 Summary | Details

Finalizing a Progress Note

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

DOCUMENTS TO REVIEW
TO DO'S

Scenario 1: Progress Notes (Group and Individual) form - Form submission validations

Specific Setup:

A client must be enrolled in an existing episode (Client A).
Have a user who is a staff member [UserA] that has the "My To Do's" widget on their home view
Have the Registry Setting: "Clear Selected Client After Filing" is set to 'Y' for the "Progress Notes (Group and Individual)" form
Have form "Progress Notes (Group and Individual)" enable for document routing
Log in as [UserA]

Steps

Open the form "Progress Notes (Group and Individual)"
Select [ClientA] in the "Select Client" field
Select an episode from the "Select Episode" field
Select a value in the "Progress Note For" field, for this example "Independent Note"
Populate the "Notes"
Select a note type from the "Note Type" field
Set the "Draft/Final" field to "Final"
Click [File Note]
Validate the document is displayed and click [Accept and Route]
Populate the "Password" field
At the "Route Document To" screen, populate the "Add" approver field with [ClientA]
Click [Add]
Click [Submit]
Validate the "Note Filed" dialog is displayed and click [OK]
Verify submission is successful
Validate the "Select Client" field is blank
Close the form
Navigate to the users "My To Do's" widget, locate the To Do for the document routed
Click "Approve Document"
Validate the document is displayed and click [Accept]
Populate the "Password" field
Click [OK]
Verify submission is successful
Validate the To Do is removed from the widget
Open the "Registry Settings" form
Search for the setting "Clear Selected Client After Filing" for the "Progress Notes (Group and Individual)" form
Click [View Settings]
Locate the setting for the "Progress Notes (Group and Individual)" form
Set the "Registry Setting Value" to "N"
Submit the form
Repeat steps 1 thru 15
Validate this time the "Select Client" field is still populated with the selected client [ClientA]
Close the form
Repeat steps 18 thru 24
Validate results are as expected

Topics

• NX • Progress Notes

AV-77951 Summary | Details

Registry Settings - Include Active Room Number With Client Name, Increase font size in the 'Clients and Data' widget - 'My Clients' widget

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

Admission
Registry Settings (PM)

Scenario 1: 'Include Active Room Number with Client Name' Registry Setting - validate parsing room number and bed

Specific Setup:

myAvatar Client Update 3201-002 must be installed to utilize full functionality.
A room must be configured with no special characters via the 'Maintain Hospital Bed File' form. (Room A)
Multiple Rooms must be configured with special characters (period (.), hyphen (-), underscore (_), comma (,), and semicolon (;)) via The 'Maintain Hospital Bed File' form. (Room B, Room C, Room D, Room E, and Room F)
Six clients must be admitted into an active inpatient episode and are assigned a room from the above steps. (Client A, Client B, Client C, Client D, Client E, and Client F)
The 'My Clients' widget must be added to the 'HomeView' of the user logged into the application.

Steps

Access the ‘Registry Settings’ form.
Set the ‘Select Registry Setting’ field to “Include Active Room Number”.
Validate the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry setting is set to “0”.
Set the ‘Select Registry Setting’ field to “Increase Font Size”.
Validate the ‘RADplus->Database Management->Client Lookup->->->Increase font size in the 'Clients and Data' widget’ registry setting is set to “11”.
Set the ‘RADplus->Database Management->Client Lookup->->->Increase font size in the 'Clients and Data' widget’ registry setting to “18”.
Close the form.
Log out of the application and log back in.
Validate the font size in the ‘My Clients’ widget is increased based on the value previously filed, the widget does not contain room numbers, and there are 5 spaces before each client name.
Access the ‘Registry Settings’ form.
Set the ‘Select Registry Setting’ field to “Include Active Room Number”.
Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “1&BED”.
Close the form.
Log out of the application and log back in.
Validate the 'My Clients' widget contains the room number and bed in the following format:
“Client A” = “200.A”.
“Client B” = “200.2.A”.
“Client C” = “200-3.A”.
“Client D” = “200_4.A”.
“Client E” = “200,5.A”.
Select “Client A” and access the ‘Admission’ form.
Select the episode in the ‘Episode’ pre-display and click [Edit].
Validate the client header contains “200.A” as the room number and bed for “Client A”.
Close the form.
Access the ‘Registry Settings’ form.
Set the ‘Select Registry Setting’ field to “Include Active Room Number”.
Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “2,2&BED”.
Close the form.
Log out of the application and log back in.
Validate the 'My Clients' widget contains the room number and bed in the following format:
“Client A” = “.A”.
“Client B” = “2.A”.
“Client C” = “.A”.
“Client D” = “.A”.
“Client E” = “.A”.
"Client F" = ".A".
Select “Client B” and access the ‘Admission’ form.
Select the episode in the ‘Episode’ pre-display and click [Edit].
Validate the client header contains “2.A” as the room number and bed for “Client B”.
Close the form.
Access the ‘Registry Settings’ form.
Set the ‘Select Registry Setting’ field to “Include Active Room Number”.
Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “3,2&BED”.
Close the form.
Log out of the application and log back in.
“Client A” = “.A”.
“Client B” = “.A”.
“Client C” = “3.A”.
“Client D” = “.A”.
“Client E” = “.A”.
"Client F" = ".A".
Select “Client C” and access the ‘Admission’ form.
Select the episode in the ‘Episode’ pre-display and click [Edit].
Validate the client header contains “3.A” as the room number and bed for “Client C”.
Close the form.
Access the ‘Registry Settings’ form.
Set the ‘Select Registry Setting’ field to “Include Active Room Number”.
Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “4,2&BED”.
Close the form.
Log out of the application and log back in.
“Client A” = “.A”.
“Client B” = “.A”.
“Client C” = “.A”.
“Client D” = “4.A”.
“Client E” = “.A”.
"Client F" = ".A".
Select “Client D” and access the ‘Admission’ form.
Select the episode in the ‘Episode’ pre-display and click [Edit].
Validate the client header contains “4.A” as the room number and bed for “Client D”.
Close the form.
Access the ‘Registry Settings’ form.
Set the ‘Select Registry Setting’ field to “Include Active Room Number”.
Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “5,2&BED”.
Close the form.
Log out of the application and log back in.
“Client A” = “.A”.
“Client B” = “.A”.
“Client C” = “.A”.
“Client D” = “.A”.
“Client E” = “5.A”.
"Client F" = ".A".
Select “Client E” and access the ‘Admission’ form.
Select the episode in the ‘Episode’ pre-display and click [Edit].
Validate the client header contains “5.A” as the room number and bed for “Client E”.
Close the form.
Access the ‘Registry Settings’ form.
Set the ‘Select Registry Setting’ field to “Include Active Room Number”.
Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “6,2&BED”.
Close the form.
Log out of the application and log back in.
“Client A” = “.A”.
“Client B” = “.A”.
“Client C” = “.A”.
“Client D” = “.A”.
“Client E” = “.A”.
"Client F" = "6.A".
Select “Client F” and access the ‘Admission’ form.
Select the episode in the ‘Episode’ pre-display and click [Edit].
Validate the client header contains “6.A” as the room number and bed for “Client F”.
Close the form.

Topics

• My Clients

AV-77952 Summary | Details

Avatar OE - Discharge Med Reconciliation

Scenario 1: Order Entry Console - Discharge Med Reconciliation - eRX

Specific Setup:

The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3". Note: This is a Netsmart only registry setting. Please contact your Netsmart representative to have this setting configured.
The 'Default to Client Reported' checkbox is unchecked for the logged in user in the 'Order Entry User Definition' form.
Please log out of and back into the application after this configuration has been done.
A client must be in an active inpatient episode. (Client A)
"Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Access the Order Entry Console for "Client A".
Click the 'Discharge Med Reconciliation' tab.
Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field.
Set the 'Dose' field to "2".
Validate the 'Dose Unit' field is equal to "Tablet".
Select "Twice a Day" from the 'Frequency' field.
Set the 'Days Supply' field to "15" and press Tab.
Validate the 'Dispense Qty' field is equal to "60".
Validate the 'Dispense Qty Unit' field is equal to "Tablet".
Click [Add to Scratchpad] and [Review and Sign].
Set the 'Pharmacy' field to a pharmacy that allows an "eRX".
Select "eRX" from the 'Output' field.
Select "Do not send to pharmacy" from the 'Pharmacy' field.
Validate the 'Output' field is set to "None".
Select a pharmacy that allows "eRX" from the 'Pharmacy' field.
Select "eRX" from the 'Output' field.
Click [Sign].
Validate the 'Discharge Med Reconciliation' tab displays in view only mode.

Topics

• Medication Reconciliation

AV-77954 Summary | Details

Clearing the 'First Collect' fields in the Order Entry Console for orders with Interval Frequencies.

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

Orders This Episode

Scenario 1: Order Entry Console - Lab Orders - First Collect

Specific Setup:

A lab-type order code must exist with a 'Default Frequency Code' of "Daily", which has an hour of administration of "12:00 PM" and an associated 'eVendor'. (CBC)
A client must have an active episode. (Client A)
"Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "CBC" from the ‘New Order’ field.
Validate the ‘Frequency’ field is equal to "DAILY".
Validate the ‘First Collect – Date’ field is equal to the current date if the 'Start Time' is prior to "12:00 PM" or tomorrow's date if it is after "12:00 PM".
Validate the ‘First Collect – Time’ field is equal to "12:00 PM".
Validate the ‘External Lab Vendor Destination’ field is equal to the lab vendor associated with the order code.
Validate that "Lab Vendor Staff Will Collect" is selected in the 'Specimen Collection' field.
Click [Reason-View].
Validate the 'Multiple Reason Checklist' dialog is displayed.
Select any value in the 'Reasons' field and click [Save].
Select any value in the ‘Diagnosis’ field.
Set the ‘Duration’ field to "5" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the ‘Order grid’ contains an order for "CBC".
Select the "CBC" order and click [Modify].
Validate the 'Frequency' field contains "DAILY".
Validate the 'First Collect Date' field is equal to the current date if the 'Start Time' is prior to "12:00 PM" or tomorrow's date if it is after "12:00 PM".
Validate the 'First Collect Time' field is equal to "12:00 PM".
Click [Add to Scratchpad] and [Sign].
Select the "CBC" order in the 'Order grid' and click [Copy].
Validate the 'Frequency' field contains "DAILY".
Validate the 'First Collect Date' field is equal to the current date if the 'Start Time' is prior to "12:00 PM" or tomorrow's date if it is after "12:00 PM".
Validate the 'First Collect Time' field is equal to "12:00 PM".
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].

Scenario 2: OE NX - 'First Collect' fields when performing a copy and modify on a lab order with an interval frequency code

Specific Setup:

A lab-type order code must exist that is associated with an 'eVendor'. (CBC)
An interval 'Frequency Code' must exist. (Every 4 Hours)
A client must have an active episode. (Client A)
"Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "CBC" from the ‘New Order’ field.
Select "Every 4 Hours" from the 'Frequency' field.
Validate the ‘First Collect – Date’ field is equal to the current date.
Validate the ‘First Collect – Time’ field is equal to the current time.
Validate the ‘External Lab Vendor Destination’ field is equal to the lab vendor associated with the order code.
Validate that "Lab Vendor Staff Will Collect" is selected in the 'Specimen Collection' field.
Click [Reason-View].
Validate the 'Multiple Reason Checklist' dialog is displayed.
Select any value in the 'Reasons' field and click [Save].
Select any value in the ‘Diagnosis’ field.
Set the ‘Duration’ field to "5" and click [Days].
Validate the ‘Start Date’ field is disabled and contains the current date.
Validate the ‘Start Time’ field is disabled and contains the current time.
Validate the ‘Stop Date’ field is equal to a date that is 5 days in the future of the 'Start Date'.
Validate the ‘Stop Time’ field is equal to a time that is one minute prior to the 'Start Time'.
Click [Add to Scratchpad] and [Sign].
Validate the ‘Order grid’ contains an order for "CBC".
Select the "CBC" order and click [Modify].
Validate the 'Frequency' field contains "Every 4 Hours".
Validate the 'First Collect Date' field does not contain a value.
Validate the 'First Collect Time' field does not contain a value.
Set the 'First Collect Date' field to the current date.
Set the 'First Collect Time' field to the current time.
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Click [Add to Scratchpad] and [Sign].
Select the "CBC" order in the 'Order grid' and click [Copy].
Validate the 'Frequency' field contains "Every 4 Hours".
Validate the 'First Collect Date' field does not contain a value.
Validate the 'First Collect Time' field does not contain a value.
Set the 'First Collect Date' field to the current date.
Set the 'First Collect Time' field to the current time.
Validate the 'Start Date' field contains the current date.
Validate the 'Start Time' field contains the current time.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Order grid' contains two orders for "CBC".

Topics

• myAvatar/myAvatar NX • Order Entry Console

AV-77955 Summary | Details

Specimen Collection in Avatar eMAR with embedded user-modeled forms

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

Avatar eMAR
Orders This Episode
POC Results Entry
Review Results
View Results

Scenario 1: Specimen Collection in Avatar eMAR with an associated non-episodic CWS User modeled form, entering a result in the 'POC Results Entry' form with table validation

Specific Setup:

Avatar eMAR 2021 Update 23, Avatar CWS 2021 Update 90, RADplus 2021 Update 118, and myAvatar Client Update 2513-004 or 3201-002 must be installed to make use of this functionality.
An 'Observation Definition' and a 'Test Definition' must exist in the 'POC Results Entry Configuration' form for "Arterial Blood Gases" and must contain a non-episodic CWS user modeled form with "Collection" selected in the 'Document at Collection or Results Entry' field and "Yes" selected in the 'Include Form Data as Result Comments' field.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Glucose - Blood" in the 'New Order' field.
Set the 'Duration' field to "10" and click [Days].
Click [Add to Scratchpad].
Search for and select "COVID Rapid (Unit performed) (COVIDUNIT)" in the 'New Order' field.
Select "One Time Only" in the 'Frequency' field.
Set the 'Duration' field to "10" and click [Days].
Click [Add to Scratchpad].
Search for and select "Arterial Blood Gases (ABG)" in the 'New Order' field.
Set the 'Duration' field to "10" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "Arterial Blood Gases", "COVID Rapid (Unit performed)ONE TIME ONLY" and "Glucose - Blood"
Select the 'eMAR' widget.
Click the 'Lab Orders' tab.
Validate that an order for "Arterial Blood Gases" is displayed with "Specimen Collect" in the first cell under the current date.
Validate that an order for "COVID Rapid (Unit performed)" is displayed with "Specimen Collect" in the first cell under the current date.
Validate that an order for "Glucose-Blood" is displayed with "Specimen Collect" in the first cell under the current date.
Complete 'Order Acknowledgement' and 'Client Education' for all orders.
Select the first cell under the current date with "Specimen Collect" for the "Arterial Blood Gases" order.
Click [Administer]
Validate that the 'Specimen Collect' dialog is displayed and that "ABG Details", which is the CWS non-episodic user modeled form name of the form associated with this order code in the 'Test Definition' section of the 'POC Results Entry Configuration' form is displayed on a tab next to the 'Specimen Collection'' tab.
Click the 'ABG Details' tab.
Select "Right Radial" in the 'Site' field.
Select "Other" in the 'Held for' field.
Validate the 'Held for (Other)' field is required.
Set the 'Held for (Other)' field to "TBD".
Select "Other" in the 'Puncture Attempts' field.
Validate the 'Puncture Attempts (Other)' field is required.
Set the 'Puncture Attempts (Other)' field to "3".
Select "Non Invasive Ventilation" in the 'Type of Oxygen Therapy' field.
Validate that the 'Non-Invasive Ventilation Mode' field is required.
Select "NIV ST" in the 'Non-Invasive Ventilation Mode' field.
Set the 'PEEP/CPAP (cmH2O)' field to "1".
Set the 'C-Flex' field to "2".
Set the 'IPAP (cmH2O)' field to "3".
Set the 'Rate' field to "4".
Set the 'NPPV Inspiratory Pressure (cmH2O)' field to "5".
Set the 'I time (secs)' field to "6".
Set the 'Rise' field to "7".
Set the 'MIN P (AVAPS minimum IPAP) (cmH2O)' field to "8".
Set the 'Vent Rate (bpm)' field to "9".
Set the 'Ramp Time (mins)' field to "10".
Set the 'FiO2 %' field to "11".
Set the 'EPAP (cmH2O)' field to "12".
Set the 'Pressure Support (cmH2O)' field to "13".
Set the 'NPPV Pressure Support (cmH2O)' field to "14".
Set the 'TI Max (secs)' field to "15".
Set the 'VT AVAPS Target Tidal Volume (mL)' field to "16".
Set the 'MAX P (AVAPS maximum IPAP) (cmH2O)' field to "17".
Check the 'Accept specimen collection entered' checkbox and click [OK].
Validate that the first cell under the current date for the "Arterial Blood Gases" order contains the time collected.
Access the 'POC Results Entry' field.
Validate that "No" is selected in the 'Include Inactive Orders' field.
Select the "Arterial Blood Gases" order in the 'Order' field.
Validate that "No" is selected in the 'Include Resulted Collections' field
Validate the 'Collection' field has a default value of the collection that was done for the "Arterial Blood Gases" order in Avatar eMAR.
Validate that the 'Add/Correct/Void' field is required, disabled and has "Add" selected by default.
Validate that the 'Order details' field contains the 'Order #' = unique #, 'Order Status' = "Active", 'Order Type' = "Lab", "Order Code" = "Arterial Blood Gases", 'Order Date' = Date and time that the order was created, 'Start Date' = 'Start Date' and 'Start Time".
Validate the 'Collecting Staff' field is required, disabled and contains the staff member associated with the user who is logged into the application in the format of last name,first name (STAFFID).
Validate that the 'Specimen Type' field is required, disabled, and contains "Blood".
Validate that the 'Specimen Collection Date' field is required, disabled and contains the date that the collection took place. In this case it will contain the current date.
Validate that the 'Specimen Collection Time' field is required, disabled and contains the time the collection took place.
Validate that the 'Result Date' field is required, enabled and contains the current date.
Validate that the 'Result Time' field is required, enabled and contains the current time.
Validate that there is a section that contains the name of the associated non-episodic CWS user modeled form. In this case it is "ABG Details".
Validate that all of the same fields that existed on the 'ABG Details' tab in Avatar eMAR are displayed here.
Validate that all fields are disabled.
Validate the 'Site' field contains "Right Radial".
Validate that "Other" is selected in the 'Held for' field.
Validate the 'Held For (Other)' contains "TBD".
Validate that "Other" is selected in the 'Puncture Attempts' field.
Validate that the 'Puncture Attempts (Other)' field contains "3".
Validate that the 'Type of Oxygen Therapy' field contains "Non Invasive Ventilation".
Validate that the 'Non-Invasive Ventilation Mode' field contains "NIV ST".
Validate the 'PEEP/CPAP (cmH2O)' field contains "1".
Validate the 'C-Flex' field contains "2".
Validate the 'IPAP (cmH2O)' field contains "3".
Validate the 'Rate' field contains "4".
Validate the 'NPPV Inspiratory Pressure (cmH2o)' field contains "5".
Validate the 'I time (secs)' field contains "6".
Validate the 'Rise' contains "7".
Validate the 'MIN P (AVAPS minimum IPAP) (cmH2O)' field contains "8".
Validate the 'Vent Rate (bpm)' field contains "9".
Validate the 'Ramp Time (mins)' field contains "10".
Validate the 'FiO2 %' field contains "11".
Validate the 'EPAP (cmH2O)' field contains "12".
Validate the 'Pressure Support (cmH2O)' field contains "13".
Validate the 'NPPV Pressure Support (cmH2O)' field contains "14".
Validate the 'TI Max (secs)' contains "15".
Validate the 'VT AVAPS Target Tidal Volume (mL)' field contains "16".
Validate the 'MAX P (AVAPS maximum IPAP) (cmH2O)' field contains "17".
Validate that all other fields do not contain any values.
Validate that there is a 'Results' section.
Validate that there is a 'pH BldA' field that is not required with a unit of "pH" after it.
Set the 'pH BldA' field to "18" and press Tab.
Validate a message is displayed stating "The result entered is above the technical range. Please revise the result entered or enter >10 as the result" and click [OK].
Set the 'pH BldA' field to ">10" and press tab.
Validate the 'pH BldA' field contains ">10.00".
Validate that there is a 'pCO2 BldA' field that is not required with a unit of "mm Hg" after it.
Set the 'pCO2 BldA' field to "8" and press Tab.
Validate that the 'pCO2 BldA' field contains "8.0".
Validate that there is a 'pO2 BldA' field that is not required with a unit of "mm Hg" after it.
Set the 'pO2 BldA' field to "16" and press Tab.
Validate that the 'pO2 BldA' field contains "16".
Validate that there is a 'HCO3 BldA-sCnc' field that is not required with a unit of "mmol/L" after it.
Set the 'HCO3 BldA-sCnc' field to "5.5" and press Tab.
Validate that there is a 'Base excess BldA Calc-sCnc' field that is not required with a unit of "mmol/L" after it.
Set the 'Base excess BldA Calc-sCnc' field to "3.5".
Validate that there is a 'SaO2 % Blda' field that is not required with a unit of "%" after it.
Set the 'SaO2 % BldA' field to "99" and press Tab.
Click [File].
Create a report using the 'SYSTEM.result_header' table and include following fields: 'PATID', 'filler_order_number', 'placer_order_number', 'specimen_collection_date', 'specimen_collection_time', and 'universal_svc_id_value'.
Filter the report by selecting "Client A's" PATID in the 'PATID' field.
Filter the report a second time by selecting the 'Order #' in the 'placer_order_number' field.
Validate that one row of data is displayed.
Validate the 'filler_order_number' field contains "POC##". The # is unique.
Validate that the 'specimen_collection_date' field contains the date that the specimen collection took place, which in this case would be the current date.
Validate that the 'specimen_collection_time' field contains the time that the specimen collection took place, which in this case would be the time that shows in the first cell under the current date for the "Arterial Blood Gases" order in Avatar eMAR.
Validate that 'universal_svc_id_value' contains "ABG".
Create a report using the 'SYSTEM.result_details' table and include following fields: 'PATID', 'filler_order_number', 'placer_order_number', 'observation_id_value', 'observation_value', and 'universal_svc_id_value'.
Filter the report by selecting "Client A's" PATID in the 'PATID' field.
Filter the report a second time by selecting the 'Order #' in the 'placer_order_number' field.
Validate that six rows of data are displayed. One for each 'Result' entered.
Validate the 'filler_order_number' field contains "POC##". The # is unique and this value is the same for all six rows.
Validate the 'universal_svc_id_value' field contains "ABG" for all six rows.
Validate the 'observation_id_value' for row 1 is "pO2 Bld".
Validate the 'observation value' for row 1 contains "16".
Validate the 'observation_id_value' for row 2 is "Base excess BldA Calc-sCnc".
Validate the 'observation value' for row 2 contains "3.5".
Validate the 'observation_id_value' for row 3 is "HCO3 BldA-sCnc".
Validate the 'observation value' for row 3 contains "5.5".
Validate the 'observation_id_value' for row 4 is "pCO2 BldA".
Validate the 'observation value' for row 4 contains "8.0".
Validate the 'observation_id_value' for row 5 is "SaO2 % BldA".
Validate the 'observation value' for row 5 contains "99".
Validate the 'observation_id_value' for row 6 is "pH BldA".
Validate the 'observation value' for row 6 contains ">10.00".
Select "Client A" and access the 'View Results' form.
Click [Display Results List/Select Result To View/Print].
Select the result for the "ABG" order in the 'Select Result' field and click [OK].
Validate the following is displayed under 'Result Information': HEADER INFORMATION 'Placer Order #' {unique #}, 'Filler Order #:' POC{unique#}, 'Test Code:' 52484-3, this is the 'LOINC Code', 'Test Description:' ABG 'Vendor Name: {Vendor Name}
Close the form
Access the 'Review Results' form.
Select "Client A" in the 'Client ID' field.
Select the result for the "ABG" order in the 'Select Result' field
Validate the 'Order' field contains: 'Order Number:'{unique #}, 'Order Date/Time:' {Date and Time the order was created}, 'Order Code/Description:' Arterial Blood Gases (ABG) (ABG).
Validate the 'Results' field contains: SUMMARY (1925-7) Base excess BldA C 3.5 mmol/L (H) Above high normal, (1960-4) HCO3 BldA-sCnc 5.5 mmol/L (LL) Below lower panic limits, (2019-8) pCO2 BldA
Close the form.
Validate that "Client A" is selected and select the 'eMAR' widget.
Click the 'Lab Orders' tab.
Validate that an order for "Arterial Blood Gases" is displayed with the "Specimen Collection Time" in the first cell under the current date.
Validate that an order for "COVID Rapid (Unit performed)" is displayed with "Specimen Collect" in the first cell under the current date.
Validate that an order for "Glucose-Blood" is displayed with "Specimen Collect" in the first cell under the current date.
Double click the cell that contains the 'Specimen Collection Time' for the 'Arterial Blood Gases' order.
Validate the 'Specimen Collection' dialog is displayed.
Validate the 'ABG Details' tab is displayed.
Click the 'ABG Details' tab.
Validate that all fields are disabled.
Validate the 'Site' field contains "Right Radial".
Validate that "Other" is selected in the 'Held for' field.
Validate the 'Held For (Other)' contains "TBD".
Validate that "Other" is selected in the 'Puncture Attempts' field.
Validate that the 'Puncture Attempts (Other)' field contains "3".
Validate that the 'Type of Oxygen Therapy' field contains "Non Invasive Ventilation".
Validate that the 'Non-Invasive Ventilation Mode' field contains "NIV ST".
Validate the 'PEEP/CPAP (cmH2O)' field contains "1".
Validate the 'C-Flex' field contains "2".
Validate the 'IPAP (cmH2O)' field contains "3".
Validate the 'Rate' field contains "4".
Validate the 'NPPV Inspiratory Pressure (cmH2o)' field contains "5".
Validate the 'I time (secs)' field contains "6".
Validate the 'Rise' contains "7".
Validate the 'MIN P (AVAPS minimum IPAP) (cmH2O)' field contains "8".
Validate the 'Vent Rate (bpm)' field contains "9".
Validate the 'Ramp Time (mins)' field contains "10".
Validate the 'FiO2 %' field contains "11".
Validate the 'EPAP (cmH2O)' field contains "12".
Validate the 'Pressure Support (cmH2O)' field contains "13".
Validate the 'NPPV Pressure Support (cmH2O)' field contains "14".
Validate the 'TI Max (secs)' contains "15".
Validate the 'VT AVAPS Target Tidal Volume (mL)' field contains "16".
Validate the 'MAX P (AVAPS maximum IPAP) (cmH2O)' field contains "17".

Scenario 2: eMAR - Specimen Collection in Avatar eMAR with an associated non-episodic CWS User modeled form, editing the collection and voiding the collection.

Specific Setup:

Avatar eMAR 2021 Update 23, Avatar CWS 2021 Update 90, RADplus 2021 Update 118, and myAvatar Client Update 2513-004 or 3201-004 must be installed to make use of this functionality.
A lab order code must exist. (Arterial Blood Gases)
A non-episodic CWS user modeled form must exist in the application. (ABG Details)
An 'Observation Definition' and 'Test Definition' must exist in the 'POC Results Entry Configuration' form for "Arterial Blood Gases" that uses the non-episodic CWS user modeled form that was imported to be displayed upon collection and "Yes" selected in the 'Include Form Data as Result Comments' field.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"Client A" must have access to the non-episodic CWS user modeled form "ABG Details" in 'Chart View'.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Arterial Blood Gases (ABG)" in the 'New Order' field.
Set the 'Duration' field to "10" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "Arterial Blood Gases".
Select the 'eMAR' widget.
Click the 'Lab Orders' tab.
Validate that an order for "Arterial Blood Gases" is displayed with "Specimen Collect" in the first cell under the current date.
Complete 'Order Acknowledgement' and 'Client Education' for all orders.
Select the first cell under the current date with "Specimen Collect" for the "Arterial Blood Gases" order.
Click [Administer]
Validate that the 'Specimen Collect' dialog is displayed and that "ABG Details", which is the non-episodic CWS user modeled form name of the form associated with this order code in the 'Test Definition' section of the 'POC Results Entry Configuration' form is displayed on a tab next to the 'Specimen Collection'' tab.
Select "Blood" in the 'Specimen Type' field.
Select "No" in the 'Fasting' field.
Select "Blood Culture Bottles" in the 'Specimen Container' field.
Set the 'Collection Volume' field to "250".
Set the 'Collection Volume Units of Measure' field to "mL".
Validate "ABG Details", which is the non-episodic CWS user modeled form name of the form associated with this order code in the 'Test Definition' section of the 'POC Results Entry Configuration' form is displayed on a tab next to the 'Specimen Collection'' tab.
Click the 'ABG Details' tab.
Set the 'Site' field to "Right Radial".
Select "Other" in the 'Held for' field.
Validate the 'Held for (Other)' field is required and enabled.
Check the 'Accept specimen collection entered' checkbox and click [Ok].
Validate a message is displayed stating "Missing Required Fields ABG Details - Held For (Other)" and click [Ok].
Set the 'Held for (Other)' field to "30 minutes".
Select "1" in the 'Puncture Attempts' field.
Select "Nasal Cannula" in the 'Type of Oxygen Therapy' field.
Set the 'lpm (Nasal Cannula)' field to "2".
Check the 'Accept specimen collection entered' checkbox and click [Ok].
Validate the first cell under the current date for the "Arterial Blood Gases" order contains the time the specimen was collected.
Go to 'Chart View' for "Client A".
Select "ABG Details".
Validate the 'Current' tab contains "ABG Details Site: Right Radial Held for: Other Held for (Other): 30 minutes Puncture Attempts: 1 Type of Oxygen Therapy: Nassal Cannula lpm (Nasal Cannula): 2".
Close Chart View
Select "Client A" and click the 'eMAR' widget.
Select the 'Lab Orders' tab.
Validate the order for "Arterial Blood Gases" is displayed with a collection time in the first cell under the current date for the "Arterial Blood Gases" order.
Double Click the collected cell.
Validate the 'Specimen Collection' dialog is displayed.
Validate the 'Specimen Type' cell contains "Blood".
Validate the 'Fasting' cell contains "No".
Validate the 'Specimen Container' cell contains "Blood Culture Bottles".
Validate the 'Collection Volume' cell contains "250".
Validate the 'Collection Volume Units of Measure' cell contains "mL".
Verify the 'ABG Details' tab is displayed.
Click the 'ABG Details' tab
Validate that all fields are disabled.
Validate the 'Site' field contains "Right Radial".
Validate that "Other" is selected in the 'Held For' field.
Validate the 'Held for (Other)' field contains "30 minutes".
Validate that "1" is selected in the 'Puncture Attempts' field.
Validate the 'Type of Oxygen Therapy' field contains "Nasal Cannula".
Validate the 'lpm (Nasal Cannula)' field contains "2".
Click [Close] and [Refresh].
Right click the administered cell under the current date for the "Arterial Blood Gases" order and select "Edit Collection Event".
Validate the 'Specimen Collection' dialog is displayed.
Validate that all fields are enabled.
Validate the 'Specimen Type' cell contains "Blood".
Validate the 'Fasting' cell contains "No".
Validate the 'Specimen Container' cell contains "Blood Culture Bottles".
Validate the 'Collection Volume' cell contains "250".
Validate the 'Collection Volume Units of Measure' cell contains "mL".
Verify the 'ABG Details' tab is displayed.
Click the 'ABG Details' tab
Validate that all fields are enabled
Validate the 'Site' field contains "Right Radial".
Validate that "Other" is selected in the 'Held For' field.
Validate the 'Held for (Other)' field contains "30 minutes".
Validate that "1" is selected in the 'Puncture Attempts' field.
Validate the 'Type of Oxygen Therapy' field contains "Nasal Cannula".
Validate the 'lpm (Nasal Cannula)' field contains "2".
Set the 'lpm (Nasal Cannula)' field to "1".
Click [Submit Edit].
Validate the first cell under the current date for the "Arterial Blood Gases" order now contains an edit indicator.
Go to 'Chart View' for "Client A".
Select "ABG Details".
Validate the 'Current' tab contains "ABG Details Site: Right Radial Held for: Other Held for (Other): 30 minutes Puncture Attempts: 1 Type of Oxygen Therapy: Nassal Cannula lpm (Nasal Cannula): 1".
Select "Client A" and click the 'eMAR' widget.
Select the 'Lab Orders' tab.
Validate the order for "Arterial Blood Gases" is displayed with a collection time and an edit indicator in the first cell under the current date.
Click [Refresh].
Right click the administered cell under the current date for the "Arterial Blood Gases" order and select "Void Collection Event".
Validate the 'Specimen Collection' dialog is displayed.
Validate that all fields are disabled.
Validate the 'Specimen Type' cell contains "Blood".
Validate the 'Fasting' cell contains "No".
Validate the 'Specimen Container' cell contains "Blood Culture Bottles".
Validate the 'Collection Volume' cell contains "250".
Validate the 'Collection Volume Units of Measure' cell contains "mL".
Verify the 'ABG Details' tab is displayed.
Click the 'ABG Details' tab
Validate that all fields are enabled
Validate the 'Site' field contains "Right Radial".
Validate that "Other" is selected in the 'Held For' field.
Validate the 'Held for (Other)' field contains "30 minutes".
Validate that "1" is selected in the 'Puncture Attempts' field.
Validate the 'Type of Oxygen Therapy' field contains "Nasal Cannula".
Validate the 'lpm (Nasal Cannula)' field contains "2".
Set the 'lpm (Nasal Cannula)' field to "1".
Click [Submit Void].
Validate a message is displayed stating "Are you sure you want to void this Event?" and click [Yes].
Validate that no collection time and no edit indicator is displayed in the first cell under the current date for the "Arterial Blood Gases" order.
Validate that "1 Void exists" in the red font in the top left corner of the 'Order Description' for the "Arterial Blood Gases" order.

Scenario 3: Specimen Collection in Avatar eMAR with an associated non-episodic CWS User modeled form displayed when entering a result in the 'POC Results Entry' form with table validation

Specific Setup:

Avatar eMAR 2021 Update 23, Avatar CWS 2021 Update 90, RADplus 2021 Update 118, and myAvatar Client Update 2513-004 or 3201-002 must be installed to make use of this functionality.
A lab order code must exist. (Arterial Blood Gases)
A non-episodic CWS user modeled form must exist in the application. (ABG Details)
An 'Observation Definition' and 'Test Definition' must exist in the 'POC Results Entry Configuration' form for "Arterial Blood Gases" that uses the non-episodic CWS user modeled form that was imported to be displayed upon collection and "Yes" selected in the 'Include Form Data as Result Comments' field.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"Client A" must have access to the non-episodic CWS user modeled form "ABG Details" in 'Chart View'.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "COVID Rapid (Unit performed) (COVIDUNIT)" in the 'New Order' field.
Select "One Time Only" in the 'Frequency' field.
Set the 'Duration' field to "10" and click [Days]
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "COVID Rapid (Unit performed)ONE TIME ONLY".
Select the 'eMAR' widget.
Click the 'Lab Orders' tab.
Validate that an order for "COVID Rapid (Unit performed)" is displayed with "Specimen Collect" in the first cell under the current date.
Complete 'Order Acknowledgement' and 'Client Education' for all orders.
Select the first cell under the current date with "Specimen Collect" for the "COVID Rapid (Unit Performed)" order and click [Administer].
Validate that the 'Specimen Collect' dialog is displayed and that there is no additional tab displayed.
Select any value in the 'Specimen Type' cell.
Select any value in the 'Specimen Container' cell.
Check the 'Accept specimen collection entered' checkbox and click [Ok].
Validate the first cell under the current date for the "COVID Rapid (Unit Performed)" order contains the 'Specimen Collection Time'.
Access the 'POC Results Entry' field.
Validate that "No" is selected in the 'Include Inactive Orders' field.
Select the "COVID Rapid" order in the 'Order' field.
Validate that "No" is selected in the 'Include Resulted Collections' field
Validate the 'Collection' field has a default value of the collection that was done for the "COVID Rapid" order in Avatar eMAR.
Validate that the 'Add/Correct/Void' field is required, disabled and has "Add" selected by default.
Validate that the 'Order details' field contains the 'Order #' = unique #, 'Order Status' = "Active", 'Order Type' = "Lab", "Order Code" = "Arterial Blood Gases", 'Order Date' = Date and time that the order was created, 'Start Date' = 'Start Date' and 'Start Time".
Validate the 'Collecting Staff' field is required, disabled and contains the staff member associated with the user who is logged into the application in the format of last name,first name (STAFFID).
Validate that the 'Specimen Type' field is required, disabled, and contains the value selected in the 'POC Results Entry Configuration' form.
Validate that the 'Specimen Collection Date' field is required, disabled and contains the date that the collection took place. In this case it will contain the current date.
Validate that the 'Specimen Collection Time' field is required, disabled and contains the time the collection took place.
Validate that the 'Result Date' field is required, enabled and contains the current date.
Validate that the 'Result Time' field is required, enabled and contains the current time.
Validate that there is a section that contains the name of the associated non-episodic CWS user modeled form. In this case it is "COVID Details".
Validate that all fields are enabled.
Populate all fields when applicable.
Validate that there is a 'Results' section.
Validate that there is a 'SARS-CoV Urb RNA Nose Ql PCR' field that is required.
Click [File].
Validate a message is displayed stating "Required field missing" and click [OK].
Select "negative" in the 'SARS-CoV Urb RNA Nose Ql PCR' field and click [File].
Go to 'Chart View' for "Client A".
Select "COVID Details".
Validate the 'Current' tab displays the date and time the information was submitted and by whom in the formation of: Submitted [Date of Submission] at [Time of Submission] by [Staff Member who submitted it in the format first name last name].
Close Chart View.
Create a report using the 'SYSTEM.result_header' table and include following fields: 'PATID', 'filler_order_number', 'placer_order_number', 'specimen_collection_date', 'specimen_collection_time', and 'universal_svc_id_value'.
Filter the report by selecting "Client A's" PATID in the 'PATID' field.
Filter the report a second time by selecting the 'Order #' in the 'placer_order_number' field.
Validate that one row of data is displayed.
Validate the 'filler_order_number' field contains "POC##". The # is unique.
Validate that the 'specimen_collection_date' field contains the date that the specimen collection took place, which in this case would be the current date.
Validate that the 'specimen_collection_time' field contains the time that the specimen collection took place, which in this case would be the time that shows in the first cell under the current date for the "COVID Rapid" order in Avatar eMAR.
Validate that 'universal_svc_id_value' contains "COVID Rapid".
Create a report using the 'SYSTEM.result_details' table and include following fields: 'PATID', 'filler_order_number', 'placer_order_number', 'observation_id_value', 'observation_value', and 'universal_svc_id_value'.
Filter the report by selecting "Client A's" PATID in the 'PATID' field.
Filter the report a second time by selecting the 'Order #' in the 'placer_order_number' field.
Validate that one row of data is displayed.
Validate the 'filler_order_number' field contains "POC##". The # is unique and this value is the same for all six rows.
Validate the 'universal_svc_id_value' field contains "COVID Rapid".
Validate the 'observation_id_value' is "SARS-CoV Urb RNA Nose Ql PCR".
Validate the 'observation value' contains "neg".
Select "Client A" and access the 'View Results' form.
Click [Display Results List/Select Result To View/Print]
Select the result for the "COVID Rapid" order in the 'Select Result' field and click [OK].
Validate the 'Result Information' filed contains "HEADER INFORMATION Placer Order # {unique#} Filler Order #: POC{unique#} Test Code: {LOINC code}Test Description: COVID Rapid Vendor Name: {Vendor Name in the 'POC Results Entry Configuration' form}. Ordering Practitioner: last name,first name (STAFFID) Result Status Code: Final results; results stored and verified. Can only be changed with a corrected result. (F) Specimen Collected Date: {Date the specimen was collected} Specimen Collected Time: {time the specimen was collected} DETAIL INFORMATION Observation ID Code: {unique#} Observation ID Value: SARS-CoV Urb RNA Nose Ql PCR Observation ID Type: LN Observation Reference Range: pos Observation Result Status Code: Final result - can only be changed with a corrected result (F) Observation Value: neg Observation Date: {date} Observation Time: {time} Responsible Observer: last name,first name.
Close the form.
Access the 'Review Results' form.
Select "Client A" in the 'Client ID' field.
Select the result for the "COVID Rapid" order in the 'Select Result' field
Validate the 'Order' field contains: 'Order Number:'{unique #}, 'Order Date/Time:' {Date and Time the order was created}, 'Order Code/Description:' COVID Rapid (Unit Performed) (COVIDUNIT).
Validate the 'Results' field contains: SUMMARY(33966-3) SARS-CoV Urb RNA neg TEST INFORMATION Placer Order #: {Order#} Filler Order #: POC{unique#} Test Code / Description: (33966-3) COVID Rapid [LN] Vendor Name: {Vendor Name in the 'POC Results Entry Configuration' form}. Ordering Practitioner: last name,first name (STAFFID) Result Status Code: (F) Final results; results stored and verified. Can only be changed with a corrected result. Specimen Collected Date/Time: {Date and Time the specimen was collected. DETAIL INFORMATION Observation ID: (33966-3) SARS-CoV Urb RNA Nose Ql PCR [LN] Observation Value: neg Observation Reference Range: pos Observation Date/Time:{Date and Time} Responsible Observer: last name,first name}.

Scenario 4: eMAR - Multiple Specimen Collection in Avatar eMAR with associated non-episodic CWS User modeled forms

Specific Setup:

Avatar eMAR 2021 Update 23, Avatar CWS 2021 Update 90, RADplus 2021 Update 118, and myAvatar Client Update 2513-004 must be installed to make use of this functionality.
Multiple lab order codes must exist. (Arterial Blood Gases, COVID Rapid, Glucose - Blood)
A non-episodic CWS user modeled form must exist in the application for the order codes above. (ABG Details, COVID Details, Blood Glucose)
An 'Observation Definition' and 'Test Definition' must exist in the 'POC Results Entry Configuration' form for each lab test.
"Arterial Blood Gases" that uses the non-episodic CWS user modeled form that was imported to be displayed upon collection and "Yes" selected in the 'Include Form Data as Result Comments' field.
"COVID Rapid" that uses the non-episodic CWS user modeled form that was imported to be displayed upon result and "No" selected in the 'Include Form Data as Result Comments' field.
"Glucose - Blood" that uses the non-episodic CWS user modeled form that was imported to be displayed upon collection and "Yes" selected in the 'Include Form Data as Result Comments' field.
A client must have an active episode. (Client A)
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps

Select "Client A" and access the Order Entry Console.
Search for and select "Glucose - Blood" in the 'New Order' field.
Set the 'Duration' field to "10" and click [Days].
Click [Add to Scratchpad].
Search for and select "COVID Rapid (Unit performed) (COVIDUNIT)" in the 'New Order' field.
Select "One Time Only" in the 'Frequency' field.
Set the 'Duration' field to "10" and click [Days].
Click [Add to Scratchpad].
Search for and select "Arterial Blood Gases (ABG)" in the 'New Order' field.
Set the 'Duration' field to "10" and click [Days].
Click [Add to Scratchpad].
Search for and select "Arterial Blood Gases (ABG)" in the 'New Order' field.
Set the 'Duration' field to "10" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains two orders for "Arterial Blood Gases", one order for "COVID Rapid (Unit performed)ONE TIME ONLY", and one order for "Glucose - Blood"
Select the 'eMAR' widget.
Click the 'Lab Orders' tab.
Validate that two orders for "Arterial Blood Gases" are displayed with "Specimen Collect" in the first cell under the current date for both orders.
Validate that an order for "COVID Rapid (Unit performed)" is displayed with "Specimen Collect" in the first cell under the current date.
Validate that an order for "Glucose-Blood" is displayed with "Specimen Collect" in the first cell under the current date.
Complete 'Order Acknowledgement' and 'Client Education' for all orders.
Select the first cell under the current date with "Specimen Collect" for each order and click [Administer].
Validate that there are 4 rows on the 'Specimen Collection' tab, one for each order.
Select "Blood for all 4 rows" in the 'Specimen Type' cells.
Select "No" for all 4 rows in the 'Fasting' cells.
Set the 'Collection Volume' cells to "200" for all 4 rows.
Set the 'Collection Volume Units of Measure' cells to "mL" for all 4 rows.
Validate that the 'Specimen Collect' dialog is displayed and that one "ABG Details" tab and a "Blood Glucose" tab is displayed on a tab next to the 'Specimen Collection'' tab. These are the non-episodic CWS user modeled form names of the forms associated with these order codes in the 'Test Definition' section of the 'POC Results Entry Configuration' form.
Click the 'ABG Details' tab.
Select "Left Radial" in the 'Site' field.
Select "Other" in the 'Held for' field.
Set the 'Held for (Other)' field to "1 hour".
Select "1" in the 'Puncture Attempts' field.
Select "Nasal Cannula" in the 'Type of Oxygen Therapy' field.
Set the 'lpm (Nasal Cannula)' field to "2".
Click the 'Blood Glucose' tab.
Validate the 'Date Of Entry' field is required and enabled.
Validate the 'NAME' field is required and enabled.
Validate the the 'Secondary Glucose Entry' field is not required and enabled.
Check the 'Accept specimen collection entered' checkbox and click [Ok].
Validate a message is displayed stating "Missing Required Fields Blood Glucose - Date Of Entry Blood Glucose - NAME" and click [Ok].
Set the 'Date Of Entry' field to "abc" and press Tab.
Validate a message is displayed stating "Invalid date" and click [OK].
Set the 'Date Of Entry' field to the current date.
Set the 'NAME' field to "Client A's last name, Client A's first name" and press Tab.
Set the 'Secondary Glucose Entry' field to "92" and click [Ok].
Validate that the first cell under the current date for each order has the time the specimen was collected.
Go to 'Chart View' for "Client A".
Select "ABG Details" and validate that the 'Current' tab contains "ABG Details Site: Left Radial Held for: Other Held For (Other): 1 hour Puncture Attempts: 1 Type of Oxygen Therapy: Nasal Cannula lpm (Nasal Cannula): 2"
Select "Blood Glucose" and validate that the 'Current' tab contains "Blood Glucose Date Of Entry: {current date} NAME: {Client A's last name, first name} Secondary Glucose Entry: 92".
Close Chart View.
Select "Client A" and access the 'POC Results Entry' form.
Validate that "No" is selected in the 'Include Inactive Orders' field.
Select the "Arterial Blood Gases" order with the largest Order # in the 'Order' field.
Validate that "No" is selected in the 'Include Resulted Collections' field.
Validate the 'Collection' field contains the collection that was done for the "Arterial Blood Gases" order in Avatar eMAR.
Validate that there is a section that contains the name of the associated non-episodic CWS user modeled form. In this case it is "ABG Details".
Validate that all of the same fields that existed on the 'ABG Details' tab in Avatar eMAR are displayed here.
Validate that all fields are disabled.
Validate the 'Site' field contains "Left Radial".
Validate that "Other" is selected in the 'Held for' field.
Validate that the 'Held For (Other)' field contains "1 hour".
Validate that "1" is selected in the 'Puncture Attempts' field.
Validate the 'Type of Oxygen Therapy' field contains "Nasal Cannula".
Validate the 'lpm (Nasal Cannula)' field contains "2".
Select the other "Arterial Blood Gases" order in the 'Order' field.
Validate that there is a section that contains the name of the associated non-episodic CWS user modeled form. In this case it is "ABG Details".
Validate that all of the same fields that existed on the 'ABG Details' tab in Avatar eMAR are displayed here.
Validate that all fields are disabled.
Validate the 'Site' field contains "Left Radial".
Validate that "Other" is selected in the 'Held for' field.
Validate that the 'Held For (Other)' field contains "1 hour".
Validate that "1" is selected in the 'Puncture Attempts' field.
Validate the 'Type of Oxygen Therapy' field contains "Nasal Cannula".
Validate the 'lpm (Nasal Cannula)' field contains "2".
Select the "Glucose - Blood" order in the 'Order' field.
Validate that there is a section that contains the name of the associated non-episodic CWS user modeled form. In this case it is "Blood Glucose".
Validate that all of the same fields that existed on the 'Blood Glucose' tab in Avatar eMAR are displayed here.
Validate that all fields are disabled.
Validate the 'Date Of Entry' field contains the current date.
Validate the 'NAME' field contains "Client A's last name,first name".
Validate that the 'Secondary Glucose Entry' field contains "92".
Select the "COVID Rapid" order in the 'Order' field.
Validate that "No" is selected in the 'Include Resulted Collections' field.
Validate the 'Collection' field contains the collection that was done for the "COVID Rapid (Unit Performed)" order in Avatar eMAR.
Validate that all fields are not required and enabled.
Click [Cancel].

Topics

• Avatar eMAR • Avatar Login • eMAR

AV-77956 Summary | Details

Medical Note - "Notify" option on the Document Routing screen

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

Confirm Document
Finalize
HomeView.My To Do's
Note Details
Review To Do Item
Route Document To

Scenario 1: Allow notifications without an approver during progress note sign off with Document Routing

Specific Setup:

Have two users: [UserA] and [UserB]
Both users have the "My To Do's" widget on their home view
Document Routing is enabled in the 'Document Routing Setup' form for [UserA]
Select "Yes" in the 'Allow Notifications When Final' field
Select "Yes" in the 'Allow Notifications With No Approvers' field
[UserA] has an existing client with an existing progress note with all the required fields filled out [ClientA]

Steps

Log into Avatar as [UserA].
Select [ClientA] and select the Medical Note widget.
Click [Select Note].
Select [Edit] from the "Client's E&M Appointment" row.
Verify the existence of the “Facesheet” tab.
Complete all required fields on "Document" and "Finalize" tabs.
Click the "Finalize" tab and complete all the required fields.
Click [Generate Note].
Select "Complete" in the 'Completion Status' field.
Click [Signed Off].
Verify Sign Off process completes.
Verify the existence of the 'Document Routing' form.
At the "Confirm Document" screen, click [Accept and Route/Notify].
Enter the password for [UserA] in the 'Verify Password' field.
Click [OK].
At the "Route Document To" screen, search for [UserB] in the "Add Users to Notify When Final" field.
Click [Add].
Validate the [Submit] button is enabled since "Allow Notifications With No Approvers" set to "Yes" for [UserA] in the 'Document Routing Setup' form.
Validate [UserB] is added to be notified and the "Notify" check box is selected.
Search for [UserA] in the "Add Approver" field.
Click [Add].
Validate [UserA] is added as an "Approver" and the "Approver" check box is selected.
Click [Submit].
Navigate to the "My To Do's" widget.
Locate the To Do just routed and click [Approve Document].
Click [Accept].
Enter the password for [UserA] in the 'Verify Password' field.
Click [OK].
Validate the To Do is removed from the list.
Log in as [UserB].
Navigate to the "My To Do's" widget.
Locate the To Do just routed and click [Review To Do Item].
Click [Reviewed] and [Submit].
Validate the To Do is removed from the list.

Topics

• Medical Note • Middleware Updates • Progress Notes

AV-77957 Summary | Details

Avatar eMAR - Sliding Scale Insulin

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
Sliding Scale Insulin Template Setup

Scenario 1: NX - Variable Sliding Scale Insulin Template

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

Access the 'Sliding Scale Insulin Template Setup' form.
Select 'Add New Template' from the 'Add/Edit Sliding Scale Insulin Template' field.
Set the 'New Sliding Scale Insulin Template' field to "test_template".
Set the 'Sliding Scale Insulin Template Description' field to "test template".
Set the 'Period 1 Column Name' field to "Unit(s) before the first period".
Set the 'Period 2 Column Name' field to "Unit(s) before the second period".
Set the 'Period 3 Column Name' field to "Unit(s) before the third period".
Set the 'Period 4 Column Name' field to "Unit(s) before the fourth period".
Click [Sliding Scale Insulin Template Details].
Validate the 'Sliding Scale Insulin Template Setup' grid displays and click [New Row].
Set the 'Blood Glucose From' field to "0".
Set the 'Blood Glucose Up To' field to "150".
Set the 'Unit(s) before the first period' field to "1".
Set the 'Unit(s) before the second period' field to "1".
Set the 'Unit(s) before the third period' field to "1".
Set the 'Unit(s) before the fourth period' field to "1" and click [New Row].
Set the 2nd 'Blood Glucose From' field to "151".
Set the 2nd 'Blood Glucose Up To' field to "300".
Set the 2nd 'Unit(s) before the first period' field to "2".
Set the 2nd 'Unit(s) before the second period' field to "2".
Set the 2nd 'Unit(s) before the third period' field to "2".
Set the 2nd 'Unit(s) before the fourth period' field to "2" and click [New Row].
Set the 3rd 'Blood Glucose From' field to "301".
Set the 3rd 'Blood Glucose Up To field' to "500".
Set the 3rd 'Unit(s) before the first period' field to "4".
Set the 3rd 'Unit(s) before the second period' field to "4".
Set the 3rd 'Unit(s) before the third period' field to "4".
Set the 3rd 'Unit(s) before the fourth period' field to "4" and click [Save] and [Submit].
Validate a message displays stating "Sliding Scale Insulin Template Setup has completed. Do you wish to return to form?" and click [No].
Access the 'Order Code Setup' form.
Select 'Edit Existing Code' from the 'Add/Edit Order Code' field.
Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" from the 'Existing Order Code' field.
Check the 'Enable Sliding Scale Insulin Instructions' checkbox and click [Submit].
Validate a message is displayed stating "Order Code Setup has completed. Do you wish to return to form?" and click [No].
Select "Client A" and access the Order Entry Console.
Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" from the 'New Order' field.
Click [Sliding Scale Instructions].
Select "test template" from the 'Template Combo' field and click [Save].
Select "AS NEEDED" from the 'Freq' field.
Set the 'Duration' field to "12" and click [Days].
Click [Add to Scratchpad] and [Sign].
Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTION AS NEEDED".
Access the 'eMAR' widget.
Validate an order for "Humalog" is displayed with no hours of administration under the current date.
Select a cell under the current date for the "Humalog" order and click [Administer].
Perform 'Order Acknowledgement' and 'Client Education' for the "Humalog" order.
Validate the 'Administration Event' dialog is displayed.
Set the 'Med ID' cell to the NDC of the "Humalog" order (00002-7510-17) and click [SSI].
Set the 'Blood Glucose (mg/dL)' field to "120" and press Tab.
Validate the correct cell is selected and click [Select Dose].
Validate the 'Qty' cell is equal to the value selected in the 'Sliding Scale Insulin' dialog.
Select any successful administration event from the 'Administration Event' field.
Check the 'Accept administration information entered' checkbox and click [OK].
Validate the first cell under the current date contains "1 Unit" and the time administered.
Access the 'Sliding Scale Insulin Template Setup' form.
Select 'Edit Existing Template' from the 'Add/Edit Sliding Scale Insulin Template' field.
Select "test template (test_template)" from the 'Existing Sliding Scale Insulin Template' field.
Validate a message is displayed stating "You are editing a 'Sliding Scale Insulin Template' that has been used on actual orders. As such, the Period 'Column Name' and 'Active' prompts have been disabled." and click [OK].

Topics

• Order Entry Console

AV-77958 Summary | Details

Admission Med Reconciliation - 'Order Entry Source'

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

Admission
Orders This Episode

Scenario 1: Admission Med Reconciliation - 'Order Entry Source' in Pending Admission.

Specific Setup:

The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'.
Please log out of the application and log back in after completing the above configuration.
Two users must exist in the application: One whose 'Order Entry Source' is restricted to ""Hand-Written" and "Verbal/Telephone" (User A) and one whose 'Order Entry Source' is not restricted (User B).
A client must have an active pre-admit episode (Client A).
“Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
"User B" must be logged into the application.

Steps

Select “Client A” and access the Order Entry Console.
Search for and select "AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
Set the 'Dose' field to "1".
Select "Tablet" from the 'Dose Unit' field.
Select "AS NEEDED" from the 'Freq' field.
Set the 'Duration' field to "11" and click [Days].
Select any value from the 'Reason' field.
Click [Add to Scratchpad] and [Sign].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the ‘Order grid’ contains the order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 Tablet, AS NEEDED".
Click the 'Home Medications' tab.
Uncheck the 'Client Reported' checkbox.
Select any value in the 'Program' field.
Search for and select "PriLOSEC 10 MG ORAL Capsule" in the 'New Order' field.
Set the 'Dose' field to "1".
Validate the 'Dose Unit' field contains "Capsule".
Select "TWICE A DAY" in the 'Frequency' field.
Select any value from the 'Diagnosis' field.
Set the 'Days Supply' field to "11" and press Tab.
Validate the 'Dispense Qty' field contains "22".
Validate the 'Dispense Qty Unit' field contains "Capsule".
Validate the 'Directions' field contains "Take one (1) capsule by mouth twice a day".
Click [Add to Scratchpad] and [Final Review].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'Final Review' dialog is displayed and click [Sign].
Validate the ‘Order grid’ contains an order for "PriLOSEC 10 MG ORAL Capsule, Delayed Release Take one (1) capsule by mouth twice a day (Refills: 0, Disp. Qty: 22 Capsule)".
Click the 'Admission Reconciliation' tab.
Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "PriLOSEC 10 MG ORAL Capsule, Delayed Release Take one (1) capsule by mouth twice a day (Refills: 0, Disp. Qty: 22 Capsule)" and the 'Inpatient Medication Scratchpad' contains an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 Tablet, AS NEEDED".
Select the "PriLOSEC" order in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
Validate the "PRILOSEC" order is displayed in the 'Inpatient Medications Scratchpad' with a red flag in the 'Action' column.
Select the "PRILOSEC" order.
Set the 'Duration' field to "11" and click [Days].
Validate the 'Days Supply' field contains "11".
Validate the 'Dispense Qty' field contains "22".
Select "Capsule" in the 'Dispense Qty Unit' field.
Click [Update Order].
Select "Original Computer Entry" from the 'Source' field.
Click [Finalize for Admission].
Validate the 'Interactions' dialog is displayed.
Override all interactions and click [Save Override and Exit].
Validate the 'New Order' field is in view only mode.
Log out of the application and log back in as "User A".
Select "Client A" and access the Order Entry Console.
Click the 'Admission Reconciliation' tab.
Validate the 'Source' field contains the previously selected value.
Validate the 'Ordering Practitioner' field contains the previous value.
Click the [Restart Reconciliation].
Validate a message is displayed stating: "Clicking restart will discard all current changes. Are you sure you wish to restart?" and click [Yes].
Select the "PriLOSEC 10 MG ORAL Capsule, Delayed Release" order in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad].
Validate the "PRILOSEC" order is displayed in the 'Inpatient Medications Scratchpad' with a red flag in the 'Action' column.
Validate the 'Ordering Practitioner' field contains the staff member associated with "User B".
Validate the 'Source' field contains "Hand-Written" and "Verbal/Telephone".
Select "Hand-Written" in the 'Source' field.
Select the 'HomeView'.
Access the 'Admission' form and click [Edit].
Select any inpatient program in the 'Program' field and fill out all required fields.
Click the 'Inpatient/Partial/Day Treatment' field.
Fill out all required fields and click [Submit].
Deselect "Client A".
Select "Client A" and access the Order Entry Console.
Click the 'Admission Reconciliation' tab.
Validate the 'Ordering Practitioner' field contains the previous selected value.
Validate the 'Source' field contains the previously selected value.

Topics

• NX • Order Entry Console

AV-75983 Summary \| Details eMAR - 'Use 'Enable multiple administration selection' by Default' registry setting Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR HL7 Connection Monitor Administration Record - Administration Event Orders This Episode Scenario 1: Incremental Scanning - Administration - external pharmacy mode - No Fill Details - Enable Incremental Scanning/Defaulting Medication Quantity' must be set to "2" Specific Setup: The [Create/Update Order Codes] in the 'Order Code Load/Update Utility Via Micromedex Red Book Database' form must be clicked prior to using this functionality in order for optimum use. The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' must be set to "2" after the Order Code Load. The 'Avatar eMAR->General->Settings->->->Enable multiple administration selection' must be set to "N". The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3". Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A) "Client A" must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. "Client A" must have two active orders for "FUROSEMIDE 20 MG TABLET ORAL". One must have "Give: 1 Tablet DAILY" and the other must have "Give: 20 MG DAILY". Both orders for "FUROSEMIDE 20 MG TABLET ORAL" have had both Order Acknowledgment and Client Education completed. No Fill Details for both orders. Must have a barcode for FUROSEMIDE 20 MG TABLET ORAL. Steps Select "Client A" and access the 'eMAR' widget. Validate that the 'Administration Date' field contains the current date. Validate that the 'Enable Multiple Administration Selection' checkbox is disabled and checked. Validate that the following orders are displayed: "FUROSEMIDE 20 MG ORAL TABLET - Give: 1 Tablet DAILY" with no hours of administration under the current date. "FUROSEMIDE 20 MG ORAL TABLET - Give: 20 Milligram DAILY" with no hours of administration under the current date. Scan the barcode for "FUROSEMIDE 20 MG TABLET ORAL". Validate that an 'Order Selection' dialog is displayed and contains: The system identified 2 orders that match the selected medication. Please select the order and administration time by double-clicking on the appropriate cell. Double Click a cell under the current date for the "FUROSEMIDE 20 MG ORAL TABLET Give: 1 Tablet DAILY" order. Validate that the cell selected contains a yellow highlight and "1 / 1 Tablet" in black font. Scan the barcode for "FUROSEMIDE 20 MG TABLET ORAL". Validate that an 'Order Selection' dialog is displayed and contains: The system identified 2 orders that match the selected medication. Please select the order and administration time by double-clicking on the appropriate cell. Double Click a cell under the current date for the "FUROSEMIDE 20 MG ORAL TABLET Give: 20 Milligram DAILY" order. Validate that the cell selected contains a yellow highlight and "20 / 20 Milligram" in black font. Scan the barcode for "FUROSEMIDE 20 MG TABLET ORAL". Validate that an 'Order Selection' dialog is displayed and contains: The system identified 2 orders that match the selected medication. Please select the order and administration time by double-clicking on the appropriate cell. Double Click the cell under the current date with "20 / 20 Milligram"and the yellow highlight for the "FUROSEMIDE 20 MG ORAL TABLET Give: 20 Milligram DAILY" order. Validate that an 'Error' message is displayed that contains: Total dose scanned exceeds ordered dose for FUROSEMIDE 20 MG TABLET (Order #: 3586). Do you wish to continue with the selection? Click [Cancel] Validate that the cell under the current date for the "FUROSEMIDE 20 MG ORAL TABLET Give: 1 Tablet DAILY" order contains a yellow highlight and "1 / 1 Tablet" in black font. Validate that the cell under the current date for the "FUROSEMIDE 20 MG ORAL TABLET Give: 20 Milligram DAILY" order contains a yellow highlight and "20 / 20 Milligram" in black font. Click [Administer]. Validate that the 'Administration Event' dialog is displayed. Validate that there are two rows. Validate the 'Order' cell for both rows contain "FUROSEMIDE 20 MG TABLET". Validate the 'Scheduled Date' cell for both rows contain the current date. Validate the 'Scheduled Time' cell for both rows contain "N/A" because the orders had no scheduled administration times. Validate the 'Med ID' cell for both rows contain "55154-5539-00". Validate the 'Qty' cell for the first row contains "1". Validate the 'Unit' cell for the first row contains "TABLET". Validate the 'Qty' cell for the second row contains "20". Validate the 'Unit' cell for the second row contains "MILLIGRAM" Select "Nurse Administered" in the 'Default Administration Event' field. Check the 'Accept administration information entered' checkbox and click [Ok]. Validate that the cell for the "FUROSEMIDE 20 MG ORAL TABLET Give: 1 Tablet DAILY" order contains 1 TABLET and the time administered. Validate that the cell for the "FUROSEMIDE 20 MG ORAL TABLET Give: 20 Milligram DAILY" order contains 20 MILLIGRAM and the time administered. Scenario 2: Incremental Scanning - Sliding Scale insulin order - Administration - Enable Incremental Scanning/Defaulting Medication Quantity' must be set to "1" Specific Setup: The '(10273) Type of Measure' extended attribute off of '(10270) Dose Unit' for 'Order Entry Tabled Files' must be set for all Dose Units. This must be completed in 'Dictionary Update' under Avatar CWS. Avatar RxConnect must be installed and configured to communicate with myAvatar via Avatar HL7 and vice versa. An Outbound connection must exist for "ADT" and "ORDERS". The [Create/Update Order Codes] in the 'Order Code Load/Update Utility Via Micromedex Red Book Database' form must be clicked prior to using this functionality in order for optimum use. The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' must be set to "1" after the Order Code Load. The 'Avatar eMAR->General->Settings->->->Enable multiple administration selection' must be set to "Y". The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "3". Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "Client A" must have an active order for any insulin order that was configured as Sliding Scale Insulin."HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUBCUTANEOUS SOLUTION" where a Sliding Scale Template was selected and that has a 'Frequency' of "As Needed" that started yesterday. The order for "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUBCUTANEOUS SOLUTION" has had both Order Acknowledgment and Client Education completed. There are no Fill Details for this order. Must have a barcode for "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUBCUTANEOUS SOLUTION". Steps Access 'Avatar eMAR'. Validate that the 'Administration Date' field contains the current date. Validate that the 'Enable Multiple Administration Selection' checkbox is disabled and checked. Select "Client A" in the 'Client' field. Validate that an order for "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUBCUTANEOUS SOLUTION" is displayed. Validate that there are no administration times in the cells under the current date. Scan the barcode for "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUBCUTANEOUS SOLUTION". Validate that the first cell under the current date contains a yellow highlight. Scan the barcode for "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUBCUTANEOUS SOLUTION". Validate that the first cell under the current date contains a yellow highlight. Validate that the [Administer] button contains a "1" Click [Administer]. Validate that the 'Administration Event' dialog is displayed and contains one row. Validate that 'Order' contains "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUBCUTANEOUS SOLUTION". Validate that 'Scheduled Date' contains the current date. Validate that 'Scheduled Time' contains the scheduled hour of administration - "N/A". Validate that 'Med ID' contains "00002-8799-59" which is the NDC from the barcode that was scanned. Validate that 'Qty' does not contain a value. Validate that 'Unit' contains "UNITS". Validate that the [SSI] button is enabled. Click [SSI]. Validate that the 'Sliding Scale Insulin' dialog is displayed. Set the 'Blood Glucose mg/dL' field to "98" and tab out of the field. Validate that a value is highlighted value - "1". Click [Select Dose]. Validate that 'Qty' contains the value highlighted in the 'Sliding Scale Insulin' dialog - "1". Validate that 'Unit' contains "UNIT". Select "Nurse Administered" in 'Administration Event'. Check the 'Accept administration information entered' checkbox. Click [Ok] Validate that the first cell under the current date contains "1 UNIT" and the time administered. Close the form Access the 'HL7 Connection Monitor' form. Select "(Outbound) ORDERS-RXCONNECT" in the 'Select Row' field. Click [Show Transaction Log]. Validate that the 'HL7 Outbound Transaction Log' report is displayed. Validate that 'Date Sent' contains the current date. Validate that 'Event Type' contains "RAS^O01". Validate that 'Name' contains Client A's name in the format of Last Name^First Name. Validate that 'Order #' contains the Order # of the order that was administered. Click the 'View HL7 Message' link. Validate that the 'HL7 Message' is displayed. Validate that 'PID-3' contains Client A's ID#. Validate that 'PID-5.1' contains Client A's Last Name and that PID-5.2 contains Client A's First Name. Validate that 'ORC-1' contains "RE". Validate that 'ORC-2' contains the 'Order #' of the order that was administered. Validate that 'RXA-6' contains the administered Qty - "1" Validate that 'RXA-7' contains the administered Unit - "UNIT" Validate that 'RXA-20' contains "CP", which is for Complete Administration. Validate that there is one ZXA segment. Validate that 'ZXA-1' segment contains "1". Validate that 'ZXA-2.1' contains the NDC of the barcode that was scanned - "00002-8799-59". Validate that 'ZXA-2.2' contains the "Order Description", "Strength", "Route" and "Form" of the first barcode that was scanned - "INSULIN LISPRO, RECOMBINANT 100 UNITS SUBCUTANEOUS SOLUTION" Validate that 'ZXA-2.3' for the first ZXA segment contains "NDC" Validate that 'ZXA-2.4' contains the "Micromedex Composite Generic ID" or (CGID) of the first medication that was scanned - "1000028442". Validate that 'ZXA-3' contains the amount administered - "100" Validate that 'ZXA-4' contains the administered drug units - "U/1ML" Scenario 3: eMAR - Scan multiple medication barcodes and do multiple administrations with 'Enable Incremental Scanning' set to "No". Specific Setup: Avatar eMAR 2021 Update 29 and myAvatar Client Update 3201-002 are required for full functionality. The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' registry setting must be set to "0". The 'Avatar eMAR->General->Settings->->->Enable multiple administration selection' must be set to "N". Please log out and log back in after completing the above configuration. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "Client A" must have the following active orders: "FISH OIL 1000 MG CAPSULE, LIQUID FILLED ORAL 1 Capsule Daily" "GEODON (ZIPRASIDONE HYDROCHLORIDE) 60 MG CAPSULE ORAL 1 Capsule As Needed" "VITAMIN B12 1000 MCG TABLET ORAL 1 Tablet Daily" Barcodes must exist for the orders above. Steps Select "Client A" and access the 'eMAR' widget. Validate that an order for "FISH OIL 1000 MG ORAL CAPSULE, LIQUID FILLED 1 Capsule Daily" is displayed with no hours of administration under the current date. Validate that an order for "GEODON (ZIPRASIDONE HYROCHLORIDE) 60 MG ORAL CAPSULE 1 Capsule As Needed" is displayed with no hours of administration under the current date. Validate that an order for "VITAMIN B12 1000 MCG ORAL TABLET 1 Tablet Daily" is displayed with no hours of administration under the current date. Check the 'Enable multiple administration selection' checkbox. Scan the "FISH OIL" barcode and validate that the first cell under the current date is highlighted. Scan the "GEODON' barcode and validate that the first cell under the current date is highlighted. Scan the "VITAMIN B12" barcode and validate that the first cell under the current date is highlighted. Validate that [Administer] contains (3). Click [Administer]. Validate the 'Administration Event' dialog is displayed. Validate that an order for "FISH OIL", "GEODON", and "VITAMIN B12" orders are displayed. Validate that the 'Med ID' for each order is displayed. Validate that the 'Qty' field contains "1" and the 'Unit' field contains "Capsule" for the "FISH OIL" order. Validate that the 'Qty' field contains "1" and the 'Unit' field contains "Capsule" for the "GEODON" order. Validate that the 'Qty' field contains "1" and the 'Unit' field contains "Tablet" for the "VITAMIN B12" order. Select a successful administration event in the 'Default Administration Event' field. Check the 'Accept administration Validate that the first cell under the current date for all orders contains the amount administered and the time administered. Scenario 4: eMAR - Do multiple administrations with 'Enable Incremental Scanning' set to no value and Enable multiple administration selection set to 'Y' Specific Setup: Avatar eMAR 2021 Update 29 and myAvatar Client Update 3201-002 are required for full functionality. The 'Avatar eMAR->General->Settings->->->Enable Incremental Scanning/Defaulting Medication Quantity' must be set to "0" after the Order Code Load. The 'Avatar eMAR->General->Settings->->->Enable multiple administration selection' must be set to "Y". The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y". Please log out of the application and log back in after completing the above configuration. A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "COUMADIN (WARFARIN SODIUM) 10 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "As Needed" from the 'Freq' field. Set the 'Duration' field to "1" and click [Days]. Validate the 'Days Supply' field contains "1". Validate the 'Dispense Qty' field contains "1". Select "Gram" from the 'Dispense Qty Unit' field. Validate the 'Directions' field contains "Take one (1) tablet by mouth every 8 hours, as needed". Click [Add to Scratchpad]. Search for and select "PRILOSEC 10 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "AS NEEDED" from the 'Freq' field. Set the 'Duration' field to "11" and click [Days]. Validate the 'Days Supply' field contains "11". Validate the 'Dispense Qty' field contains "11". Select "Tablet" from the 'Dispense Qty Unit' field Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed". Click [Add to Scratchpad] and click [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and click [Sign]. Validate the 'Order grid' contains the orders for "COUMADIN (WARFARIN SODIUM)" and "PRILOSEC 10 MG TABLET ORAL". Access the 'eMAR' widget. Click the 'Click here to provide override reason' field. Validate the 'Wristband Override' dialog exists. Select "Other Reason" from the 'Please provide a reason' field. Set the 'Other Reason' field to any value. Click [OK]. Validate an order for "PRILOSEC 10 MG TABLET ORAL" is displayed with no hours of administration under the current date. Validate an order for "COUMADIN (WARFARIN SODIUM) 10 MG ORAL TABLET" is displayed with no hours of administration under the current date. Complete 'Order Acknowledgement' and 'Client Education' for both orders. Select a cell under the current date for the "PRILOSEC" order and for the "COUMADIN" order and click [Administer]. Validate the 'Administration Event' dialog is displayed. Set the 1st 'Med ID' field to any value. Select a successful administration event in the 1st 'Administration Event' field. Click 1st [Warning - View]. Override all warnings and click [OK]. Set the 2nd 'Med ID' field to any value. Select a successful administration event in the 2nd 'Administration Event' field. Click 2nd [Warning - View]. Override all warnings and click [OK]. Check the 'Accept administration information entered' checkbox and click [OK]. Validate the first cells under the current date for the "PRILOSEC" and "COUMADIN" orders contain the amount administered and the time administered.	Topics • Avatar eMAR • eMAR • Order Entry Console
AV-76547 Summary \| Details Avatar eMAR - Wristband Scanning Warning Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR widget Orders This Episode Scenario 1: Avatar eMAR - Wristband Scan - Right Click Options Specific Setup: The following extended attributes must be set in the eMAR Tabled Files ‘(10000) Administration Event’ dictionary for “Dose Held”: ‘Successful Administration?’ = “No” ‘Client Refusal’ = “No” ‘Additional Attempts Planned’ = “Yes” The following extended attributes must be set in the eMAR Tabled Files ‘(10000) Administration Event’ dictionary for “Refused”: ‘Successful Administration?’ = “No” ‘Client Refusal’ = “Yes” A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "ADVIL CHILDREN'S 100 MG/5 ML SUSPENSION ORAL" from the 'New Order' field. Set the 'Dose' field to "2". Select "Tablet" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Frequency' field. Set the 'Duration' field to "12" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "ADVIL CHILDREN'S 100 MG/5 ML ORAL SUSPENSION2 Tablet, TWICE A DAY". Access the 'eMAR' widget. Validate the "Advil" order is displayed with administration times consistent with the frequency code selected. Perform 'Order Acknowledgement' and' Client Education' for the "Advil" order. Click the 'Click here to provide override reason' link. Select any value from the 'Please provide a reason for not scanning the client wristband' field and click [OK]. Double click on an administration cell for the "Advil" order. Verify the 'Administration Event' dialog is displayed. Set the 'Med ID' cell to the NDC of the "Advil" order (00573-0174-30). Select "Dose Held" from the 'Administration Event' field. Click the 'Accept administration information entered' checkbox and click [OK]. Validate the "Advil" order is displayed with "Dose Held" and the administration time with a circular arrow in the bottom left corner of the cell selected. Change clients in the 'My Clients' widget then change back to "Client A". Validate the 'Click here to provide override reason.' link is enabled and required. Right click on the administered cell for the "Advil" order and click 'Record Additional Attempt'. Verify a message is displayed stating "Please scan client wristband to continue." and click [OK]. Right click on the administered cell for the "Advil" order and click 'Edit Administration Event'. Select "Refused" from the 'Administration Event' field and click [Submit Edit]. Validate the "Advil" order is displayed with the selected administration cell showing "Refused" and the administration time with a thumbs down icon in the bottom left corner". Right click on the administered cell for the "Advil" order and click 'Administration After Initial Refusal'. Verify a message is displayed stating "Please scan client wristband to continue." and click [OK]. Right click on the administered cell for the "Advil" order and click 'Void Administration Event'. Click [Submit Void]. Validate a message is displayed stating "Are you sure you want to void this Event?" and click [Yes].	Topics • eMAR • NX
AV-76912 Summary \| Details Scheduling Calendar - Add New Appointment fields Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Scheduling Calendar Scenario 1: 'Scheduling Calendar' - Add New Appointment Specific Setup: A client is enrolled in an existing episode Steps Access the 'Scheduling Calendar' form. Select a day on the calendar for the appointment Click on any available time and drag the cursor down to select a time slot. For this example "1:30pm to 2:30pm" Right click and click "Add Appointment" In the "Add Appointment" screen Validate the appointment start and end times are populated as expected based on the time's entered in step 3 Validate the "Duration" field is populated (in minutes) based on the time's entered in step 3, for this example "30" Click the "Start Time" field Change the start time to a new time, for this example "1:00pm" Click the "End Time" field Change the end time to a different time, for this example "3:00pm" Validate the duration field value reflects the new duration (in minutes) for the appointment based on the new time's. For this example, "60" Change the duration from the current value, for this example "30" Validate the end time reflects a new end time based on the duration value entered Select any service code in the 'Service Code' field. Validate the program and location field are populated Select a client in the 'Client' field. Select an episode in the 'Episode Number' field. Click [Submit]. Validate the appointment files successfully and is displayed on the "Scheduling Calendar", as expected	Topics • NX
AV-77252 Summary \| Details 'Treatment Plan' form - Library section Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Treatment Plan Definition Registry Settings (PM) Site Specific Section Modeling (CWS) Treatment Plan Scenario 1: Treatment Plan Definition - Export Library / Import Library Specific Setup: A treatment plan library must already exist in the system via the 'Treatment Plan Definition' form. Steps Access the ‘Treatment Plan Definition’ form. Select the ‘Export Library’ section. Click [Select Library]. Select any existing library and click [Return]. Click [Export File]. Navigate to the desired location and click save. Navigate to the location of the exported library. Validate that the exported library is displayed. Select the ‘Import Library’ section. Click [Select File]. Navigate to the location of the exported library and click [OK]. Click [Validate Import]. Validate a message displays stating “Library with this name exists. Importing the file will overwrite current library. Do you want to continue?” and click [Yes]. Validate the ‘Import Results’ field contains no errors. Click [Import File]. Validate a message displays stating “Library with this name already exists. Are you sure you want to delete the old library and import the file?” and click [Yes]. Validate a message displays stating “Library Import Complete” and click [OK]. Select the ‘Library Definition’ section. Click [Select Library]. Select the import library and click [Return]. Click [Print Library]. Validate the ‘Treatment Plan Library Report’ report contains all imported information for the library selected. Close the report and the form. Scenario 2: Treatment Plan - 'Enable Duplicate Plan Element Checking' registry setting Specific Setup: The 'Avatar CWS ->Treatment Plan->->->->Enable Duplicate Plan Element Checking' registry setting must be set to "Y". Please log out of the application and back in after completing the above configuration. A Treatment Plan Library must be defined in the 'Treatment Plan Definition' form with a problem, goal, objective, and intervention. (Library A) A client must be in an active episode. (Client A) Steps Access the 'Site Specific Section Modeling (CWS)' form. Select "CWS60000 (Treatment Plan) Objectives" in the 'Site Specific Section' field and click [OK]. Validate the 'Site Specific Section Description' contains "Objectives". Set the 'Site Specific Section Description' field to "Short Term Goals". Please note this can be set to any value. Select the 'Prompt Definition' tab. Select "Objective" in the 'Prompt Definition' grid and click [Edit Item]. Validate the 'Label' field contains "Objectives". Set the 'Label' field to "Short Term Goals" and click [Submit]. Select “Client A” and access the ‘Treatment Plan’ form. Set the ‘Plan Date’ field to the desired date. Set the ‘Plan Name’ field to the desired name. Set the ‘Plan Type’ field to the desired value. Select "Draft" from the ‘Treatment Plan Status’ field. Click [Launch Plan]. Validate the Library window contains "Library A". Validate that "Library A" contains "Short Term Goals". Validate the Tree View contains a button that reflects [Add Short Term Goals]. Drag and drop the problem to the Tree View. Validate the ‘Problem’ field contains the problem description defined. Set the ‘Problem Code’ field to the desired value. Select the desired value from the ‘Status (Problem List)’ field. Select "Active" in the ‘Status’ field. Drag and drop the goal to the Tree View. Validate the ‘Goal’ field contains the goal description defined. Select "Active" in the ‘Status’ field. Drag and drop the "Short Term Goal" from previous steps to the Tree View. Validate the ‘Short Term Goals' field contains the short term goal description defined. Select "Active" from the ‘Status’ field. Drag and drop the intervention to the Tree View. Validate the ‘Intervention’ field contains the intervention description defined. Select "Active" in the ‘Status’ field. Drag and drop the problem from the previous steps in the Tree View Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No]. Drag and drop the goal from the previous steps to the Tree View. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No]. Drag and drop the "Short Term Goal" filed in the previous steps to the Tree View. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No]. Drag and drop the intervention from previous steps to the Tree View. Validate a ‘Warning’ dialog is displayed with a message stating: "Item already exists in plan. Would you like to proceed?" and click [No]. Select the problem added from previous steps in the Tree View. Select "Inactive" in the 'Status' field. Select the goal added from previous steps in the Tree View. Select "Inactive" in the ‘Status’ field. Select the "Short Term Goal" added from previous steps in the Tree View. Select "Inactive" in the ‘Status’ field. Select the intervention added from previous steps in the Tree View. Select "Inactive" in the ‘Status’ field. Drag and drop the problem from previous steps in the Tree View. Drag and drop the goal from previous steps in the Tree View. Drag and drop the "Short Term Goal" from previous steps in the Tree View. Drag and drop the intervention from previous steps in the Tree View. Validate the Tree View contains duplicates of the same problem, goal, "Short Term Goal", and intervention added from the previous steps Click [Exit to Home View].	Topics • Treatment Plan
AV-77589 Summary \| Details Enterprise ID in myAvatar Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Document Routing Setup (PM) Scenario 1: Avatar eMAR - Witnessed by EID user Specific Setup: Avatar eMAR 2021 Update 6 and RADplus Client Update 2353-009 and 3201-002 are required in order to utilize full functionality. The 'Avatar eMAR->General->Settings->->->Require Witness Password' registry setting must be set to "Y". Two users must exist, one is configured as a non-EID user and one is configured as an EID user. (User A) (User B) User description needs to be different from the UserID for the EID user. Please log out and log back in after completing the configuration above. A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A) "Client A" must have a ‘Date of Birth’, ‘Sex’ and 'Address' on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select “Client A” and access the Order Entry Console. Search for and select "LISINOPRIL 20 MG ORAL Tablet" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "EVERY DAY" from the 'Freq' field. Set the 'Duration' field to "28" and click [Days]. Validate the 'Dispense Qty' field contains "28". Select "Tablet" from the 'Dispense Qty Unit' field. Click [Add to Scratchpad], [Final Review], and [Sign]. Validate the 'Order grid' contains an order for "LISINOPRIL 20 MG ORAL Tablet". Access the 'eMAR' widget. Validate that an order for "LISINOPRIL 20 MG ORAL Tablet" is displayed and does not contain any hours of administration under the current date. Perform 'Order Acknowledgement' and 'Client Education' for the "LISINOPRIL" order. Double click on the first cell under the current for the "LISINOPRIL" order. Click the 'Witnessed' checkbox. Set the 'Med ID' cell to the NDC of the medication being administered. Select a successful administration event from the 'Administration Event' field. Set the 'Witnessed By' field to an EID user that is not currently logged in. (User B) Validate the 'Password' field contains an [Enter Enterprise Credentials] button. Click [Enter Enterprise Credentials]. Login to the 'External Provider Login' dialog. Validate the 'Password' field is populated and disabled. Click the 'Accept administration information entered' checkbox and click [OK]. Validate that the first cell under the current date contains the amount administered and the time administered in military format. Scenario 2: Document Routing - EID Specific Setup: The 'Avatar eMAR->General->Settings->->->Require Witness Password' registry setting must be set to "Y". Note: This is a Netsmart staff only registry setting. Please contact your Netsmart representative to have this setting configured. The 'Progress Notes (Group and Individual)' form must be configured for 'Document Routing'. The logged in user must be configured for EID Please log out and log back in after completing the configuration above. Steps Access the 'Progress Notes (Group and Individual)' form. Select any client from the 'Select Client' field. Select any episode from the 'Select Episode' field. Select 'New Service' from the 'Progress Note For' field. Select any note type from the 'Note Type' field. Set the 'Notes Field' field to "test". Select any practitioner from the 'Practitioner' field. Set the 'Date Of Service' field to the current date. Set the 'Service Charge Code' field to any value. Select the 'Final' from the 'Draft/Final' field and click [File Note]. Check task manager for the workstation and make note of the memory being used for Avatar. Validate the 'Document Routing' dialog displays and click [Accept and Route]. Validate the 'External Provider Login' dialog displays. Log in with EID credentials and click [Sign In] and [Send me the Code]. Set the 'Verification Code' field to the verification code received and click [Verify]. Click the 'Admitting Practitioner' checkbox and click [Submit]. Validate a message displays stating "Note Filed" and click [OK]. Check task manager for the workstation and make note of the memory being used for Avatar (it should be the same as before the EID dialog was launched).	Topics • Avatar eMAR • Forms • NX
AV-77877 Summary \| Details Order Entry Console - Medication Reconciliation - Display of Orders Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Order Entry Console Order Entry Console - Warning Dialog - Interactions Order Entry Console - Admission Med Reconciliation Order Code Setup Scenario 1: Modifying an Inpatient medication in the Order Entry Console (Admission Med Reconciliation section). Specific Setup: A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field is equal to "Capsule". Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "28" and click [Days]. Validate the 'Days Supply' field is equal to "28". Validate the 'Dispense Qty' field is equal to "56". Select "Capsule" from the 'Dispense Qty Unit' field. Click [Add to Scratchpad] and [Final Review]. Validate the 'Final Review' dialog is displayed and click [Sign]. Select the 'Admission Med Reconciliation' tab. Select the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" from the 'Inpatient Medications Scratchpad' and click [Modify]. Select "Capsule" in the 'Dispense Qty Unit' field and click [Update Order]. Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" with "MODIFY" in the 'Action column'. Click [Restart Reconciliation]. Validate that a message is displayed stating "Clicking restart will discard all current changes. Are you sure you wish to restart?" and click [No]. Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" with "MODIFY" in the 'Action column'. Click [Restart Reconciliation]. Validate that a message is displayed stating "Clicking restart will discard all current changes. Are you sure you wish to restart?" and click [Yes]. Validate the 'Inpatient Medications Scratchpad' contains the order for "PRILOSEC 10 MG CAPSULE, DELAYED RELEASE ORAL" with "CONT" in the 'Action column'. Scenario 2: OE NX - Admission Med Reconciliation - Schedule II - New Order Specific Setup: A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, 'Diagnosis' form, as well as an allergy to "Ritalin" filed in the ‘Allergies and Hypersensitivities’ form. Steps Select "Client A" and access the Order Entry Console. Click the 'Admission Reconciliation' tab. Search for and select "RITALIN 10 MG TABLET ORAL (Schedule II)" from the 'New Order' field. Validate a warning indicator with "At least one warning has been found with this order" link is displayed under the 'New Order' field. Set the 'Dose' field to "2". Select "TABLET" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "10", click [Days] and [Add to Scratchpad]. Validate the 'Inpatient Medications Scratchpad' contains an order for "RITALIN 10 MG TABLET (Schedule II) 2 TABLET, TWICE A DAY". Click [Reconcile & Sign]. Validate the 'Interactions' dialog is displayed and contains an Allergy Interaction for "Ritalin". Override the interaction and click [Save Override and Exit]. Validate the 'Admission Med Reconciliation' tab is in view-only mode. Click the 'Orders This Episode' tab. Validate the 'Order grid' contains one order for "RITALIN (METHYLPHENIDATE HYDROCHLORIDE) 10 MG ORAL TABLET (Schedule II) 2 TABLET, TWICE A DAY". Scenario 3: OE NX - Admission Med Rec - Add to Scratchpad and Reconcile & Review. Specific Setup: The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'. Please log out of the application and log back in after completing the above configuration. A client must have an inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A) "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "KADIAN 20 MG CAPSULE, EXTENDED RELEASE ORAL" from the 'New Order' field. Set the Dose field to "1". Validate the ‘Dose Unit’ field is equal to "Capsule". Select "3 TIMES A DAY, AS NEEDED" from the ‘Freq’ field. Set the ‘Duration’ field to "28" and click [Days]. Validate the ‘Refills’ field is equal to "0". Validate the ‘Days Supply’ field is equal to "28". Validate the ‘Dispense Qty’ field is equal to "84". Select "Capsule" from the ‘Dispense Qty Unit’ field. Click [Add to Scratchpad] and [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the order for "KADIAN" is displayed in the 'Order grid'. Select the 'Home Medications' tab. Search for and select "Ritalin 20 MG Tablet Oral" from the 'New Order' field. Set the ‘Dose’ field to "1". Validate the ‘Dose Unit’ field is equal to "Tablet". Select "3 Times a Day" from the 'Frequency' field. Validate the ‘Diagnosis’ field is equal to "No Entry". Validate the ‘Refills’ field is equal to "0". Set the ‘Days Supply’ field to "30". Validate the 'Dispense Qty’ field is equal to "90". Validate the ‘Dispense Qty Unit’ field is equal to "Tablet". Click [Add to Scratchpad], [Final Review], and [Sign]. Select the 'Admission Med Reconciliation' tab. Validate an order for "Ritalin 20 MG Tablet Oral (Schedule II)" is displayed in the 'Home Medications (Pre-Admission)' order grid. Validate an order for "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" is displayed in the 'Inpatient Medications Scratchpad'. Select the "Ritalin" order and click [Add to Scratchpad]. Validate the "Ritalin" order appears in the 'Inpatient Medications Scratchpad' with a red flag in the 'Action' column. Select the "Ritalin" order in the 'Inpatient Medications Scratchpad'. Validate the ‘Dose’ field is equal to "1". Validate the ‘Dose Unit’ field is equal to "Tablet". Validate the ‘Freq’ field is equal to "3 TIMES A DAY". Set the ‘Duration’ field to "28" and click [Days]. Validate the ‘Refills’ field is equal to "0". Validate the ‘Days Supply’ field is equal to "28". Validate the ‘Dispense Qty’ field is equal to "84". Select "Tablet" in the ‘Dispense Qty Unit’ field. Click [Update Order]. Validate the 'New Order' field does not contain a value. Select the "KADIAN (MORPHINE SULFATE) 20 MG CAPSULE, EXTENDED RELEASE ORAL (Schedule II)" in 'Inpatient Medications Scratchpad' and click [Modify] Validate the 'New Order' field contains "KADIAN (MORPHINE SULFATE) 20 MG ORAL CAPSULE, EXTENDED RELEASE ORAL (Schedule II)". Set the 'Dose' field to "2". Select "Capsule from the 'Dispense Quantity Unit' field. Set the 'Start Date' field to the current date. Set the 'Start Time' field to the current time. Click [Update Order] and [Reconcile & Review]. Validate the 'Final Review' dialog is displayed. Select "eRX" in the 'Output'. Check the 'Ready to Sign' checkbox and click [Sign]. Validate the 'Two-Factor Authentication' dialog is displayed. Set the ‘Username’ field to the "OrderConnect Facility" and "Username". Set the ‘Password’ field to the password for this user. Click [Enter]. Retrieve the unique passcode. Set ‘Please enter your One-Time Passcode’ field to "unique id" and click [Enter]. Validate 'Admission Med Reconciliation' is displayed in view-only mode. Scenario 4: Order Entry Console - Discharge Med Reconciliation - eRX Specific Setup: The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3". Note: This is a Netsmart only registry setting. Please contact your Netsmart representative to have this setting configured. The 'Default to Client Reported' checkbox is unchecked for the logged in user in the 'Order Entry User Definition' form. Please log out of and back into the application after this configuration has been done. A client must be in an active inpatient episode. (Client A) "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Access the Order Entry Console for "Client A". Click the 'Discharge Med Reconciliation' tab. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field. Set the 'Dose' field to "2". Validate the 'Dose Unit' field is equal to "Tablet". Select "Twice a Day" from the 'Frequency' field. Set the 'Days Supply' field to "15" and press Tab. Validate the 'Dispense Qty' field is equal to "60". Validate the 'Dispense Qty Unit' field is equal to "Tablet". Click [Add to Scratchpad] and [Review and Sign]. Set the 'Pharmacy' field to a pharmacy that allows an "eRX". Select "eRX" from the 'Output' field. Select "Do not send to pharmacy" from the 'Pharmacy' field. Validate the 'Output' field is set to "None". Select a pharmacy that allows "eRX" from the 'Pharmacy' field. Select "eRX" from the 'Output' field. Click [Sign]. Validate the 'Discharge Med Reconciliation' tab displays in view only mode. Scenario 5: OE NX - Discharge Med Reconciliation - Create New Order and place in 'Hold in Pending Status' Specific Setup: Two clients must have active inpatient episodes. (Client A and Client B) One whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A) "Client A" and "Client B" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A" and access the Order Entry Console. Select the 'Discharge Med Reconciliation' tab. Search for and select "Zubsolv 5.7 MG-1.4 MG Tablet Sublingual (Schedule III)" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "As Needed" in the 'Frequency' field. Set the 'Days Supply' field to "20" and press Tab. Validate the 'Dispense Qty' field contains "20". Validate the 'Dispense Qty Unit' field contains "Tablet". Click [Add to Scratchpad] Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv". Click [Hold in Pending Status]. Select the 'Orders This Episode' tab. Select the 'Discharge Med Reconciliation' tab. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv". Select the 'Home Medications' tab. Select the 'Discharge Med Reconciliation' tab. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv". Select the 'Admission Med Reconciliation' tab. Select the 'Discharge Med Reconciliation' tab. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv". Click [Edit Pending Reconciliation] Validate the 'Warning' message is displayed stating "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved." and click [Ok]. Select "Client B" and access the Order Entry Console. Select the 'Discharge Med Reconciliation' tab. Select "Client A" and access the Order Entry Console. Select the 'Discharge Med Reconciliation' tab. Validate the 'Saved session' message is displayed stating "found New medications may have been added since you switched clients. Do you want to restart reconciliation to ensure all medication orders are up to date or continue with reconciliation in progress?" and click [Continue]. Click [Hold in Pending Status] Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order for "Zubsolv". Scenario 6: OE NX - Create Order in Home Medications, Add order to Scratchpad, create new order and Reconcile and Review in Admission Med Reconciliation Specific Setup: A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Select the 'Home Medications' tab. Validate the ‘Client Reported’ checkbox is checked. Search for and select “Ambien 10 (MG Tablet Oral (Schedule IV)” in the ‘New Order’ field. Set the ‘Dose’ field to “1”. Validate the 'Dose Unit' field contains "Tablet". Select "AS NEEDED" in the 'Frequency' field. Click [Save]. Search for and select “Warfarin 2 MG Tablet Oral” in the ‘New Order’ field. Set the ‘Dose’ field to “2”. Validate the 'Dose Unit' field contains "Tablet". Select "TWICE A DAY" in the 'Frequency' field. Click [Save]. Search for and select “Aleve 220 MG Tablet Oral” in the ‘New Order’ field. Set the ‘Dose’ field to “3”. Validate the 'Dose Unit' field contains "Tablet". Select "3 TIMES A DAY" in the 'Frequency' field. Click [Save]. Uncheck the 'Client Reported' checkbox. Search for and select "Furosemide 80 MG Tablet Oral" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "Twice a Day" in the 'Frequency' field. Set the 'Days Supply' field to "30" and press Tab. Validate the 'Dispense Qty' field contains "60". Validate the 'Dispense Qty Unit' field contains "Tablet". Click [Add to Scratchpad] and [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and click [Sign]. Validate the 'Order grid' contains orders for "Furosemide", “Aleve”, “Ambien”, and “Warfarin”. Click the 'Admission Med Reconciliation' tab. Validate the 'Home Medications (Pre-Admission)' order grid contains orders for “Aleve”, “Ambien”, "Furosemide", and “Warfarin”. Select the "Aleve", "Ambien", and "Warfarin" orders and click [Add to Scratchpad]. Validate the 'Inpatient Medications Scratchpad' contains orders for “Aleve”, “Ambien”, “Warfarin” with a red flag in the 'Action' column. Select the "Aleve" order in the 'Inpatient Medications Scratchpad'. Set the 'Duration' field to "28" and click [Days]. Validate the 'Dispense Qty' field contains "252". Select "Tablet" in the 'Dispense Qty Unit' field. Click [Update Order]. Validate the 'Inpatient Medications Scratchpad' contains the order for "Aleve" with no red flag in the 'Action' column. Select the "Aleve", "Ambien", and "Warfarin" orders and click [Undo]. Search for and select "ALEVE (NAPROXEN SODIUM) 220 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "2". Validate the 'Dose Unit' field contains "Tablet". Select "Twice a Day" in the 'Freq' field. Set the 'Duration' field to "20" and click [Days]. Validate the 'Days Supply' field contains "20". Validate the 'Dispense Qty' field contains "80". Select "Tablet" in the 'Dispense Qty Unit' field. Click [Add to Scratchpad]. Select all orders in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad]. Select the “ALEVE (NAPROXEN SODIUM) 220 MG TABLET ORAL” order in the 'Inpatient Medications Scratchpad'. Set the 'Duration' field to "28" and click [Days]. Select "Tablet" in the 'Dispense Qty Unit' field. Click [Update Order]. Select the “AMBIEN (ZOLPIDEM TARTRATE) 10MG TABLET ORAL(Schedule IV)” order in the 'Inpatient Medications Scratchpad'. Validate the ‘Dose' field contains “1”. Validate the ‘Dose Unit’ field contains “Tablet”. Validate the ‘Freq’ field contains “AS NEEDED”. Set the 'Duration' field to "20" and click [Days]. Select "Tablet" in the 'Dispense Qty Unit' field. Set the ‘Addl Instructions’ field to “TEST”. Click [Update Order]. Select the “FUROSEMIDE 80 MG ORAL” order in the 'Inpatient Medications Scratchpad'. Validate the ‘Dose' field contains “1”. Validate the ‘Dose Unit’ field contains “Tablet”. Validate the ‘Freq’ field contains “TWICE A DAY”. Set the 'Duration' field to "28" and click [Days]. Select "Tablet" in the 'Dispense Qty Unit' field. Click [Update Order]. Select the “WARFARIN 2 MG TABLET ORAL” order in the 'Inpatient Medications Scratchpad'. Validate the ‘Dose' field contains “2”. Validate the ‘Dose Unit’ field contains “Tablet”. Validate the ‘Freq’ field contains “TWICE A DAY”. Set the 'Duration' field to "15" and click [Days]. Select "Tablet" in the 'Dispense Qty Unit' field. Click [Update Order] and click [Reconcile and Review]. Validate the ‘Interactions’ dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed. Select "None" in 'Output' for all orders and click [Sign]. Validate the 'Admission Med Reconciliation' tab is in view-only mode. Click the 'Orders This Episode' tab. Validate the 'Order grid' contains orders for "ALEVE (NAPROXEN SODIUM) 220 MG ORAL TABLET 2 Tablet, TWICE A DAY", “AMBIEN 10 MG TABLET (Schedule IV) 1 Tablet, AS NEEDED”, "ALEVE (NAPROXEN SODIUM) 220 MG ORAL TABLET 3 Tablet, 3 TIMES A DAY", "FUROSEMIDE 80 MG ORAL TABLET 1 Tablet, TWICE A DAY", and “WARFARIN 2 MG TABLET 2 Tablet, TWICE A DAY”. Scenario 7: Avatar OE - Discharge Med Reconciliation - Client order Mismatch Specific Setup: Two clients must each have an active inpatient episode (Client A and Client B) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "Client B" must not have any active orders (Orders This Episode or Home Medications). Steps Select "Client A" and access the Order Entry Console. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "2". Select "TABLET" from the 'Dose Unit' field. Select "TWICE A DAY" from the 'Freq' field. Set the 'Duration' field to "12" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET2 TABLET, TWICE A DAY". Click the 'Home Medications' tab. Search for and select "predniSONE 5 MG, Tablet, Oral" from the 'New Order' field. Set the 'Dose' field to "3". Validate the 'Dose Unit' field is equal to "Tablet". Select "TWICE A DAY" from the 'Frequency' field. Set the 'Days Supply' field to "12" and press Tab. Validate the 'Dispense Qty' field is equal to "72". Validate the 'Dispense Qty Unit' field is equal to "Tablet". Click [Add to Scratchpad]. Validate the 'Order grid' contains an order for "predniSONE 5 MG ORAL Tablet Take three (3) tablets by mouth twice a day (Refills: 0, Disp. Qty: 72 Tablet)". Click the 'Discharge Reconciliation' tab. Select the "predniSONE" order from the 'Home Medications Scratchpad (Post-Discharge)' and click [DC]. Access the 'HomeView'. Select "Client B" and access the Order Entry Console. Click the 'Discharge Reconciliation' tab. Validate no orders display for the selected client.	Topics • Admission Med Reconciliation • Discharge Med Reconciliation • Medication Reconciliation • NX • Order Entry Console
AV-77942 Summary \| Details Avatar eMAR Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Orders This Episode Scenario 1: Specimen Collection of a Lab order with collection times. Specific Setup: Avatar eMAR 2021 Update 31, Avatar eMAR 27,and RADplus Client Update 3201-002 are required to utilize full functionality. The 'RADplus->General->->->Modify "Client" Terminology' registry setting must be set to "Patient^Patients^Patient(s)". Please note that this registry setting can only be configured by Netsmart Staff. The 'Avatar eMAR->General->Settings->->->Enable Specimen Collection Events' registry setting must be set to "N". The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2". The following extended attributes must be set in the eMAR Tabled Files for the '(10000) Administration Event' dictionary: '(10002) Successful Administration' = "Yes" '(10016) Additional Attempts Planned' = "No and DC OTO Order" '(10018) Add Reason Dictionary To Comments' = "Yes" '(10019) Require Comments' = "No" Must have a value entered in the '(10020) Event Reason' dictionary. (Test 2) Please log out and back in doing the configuration above. Must have a Lab-type order code with the following information: a 'Default Duration (Hours)' of "48" and the following entered in 'External Lab Definition': 'Lab Vendor Name' = an 'eVendor', 'Specimen Type' = "Blood", 'Specimen Container' = "Blood Culture Bottles", 'Collection Volume' = "150", and 'Collection Volume Units of Measure' = "mL". This is done in 'Order Code Setup'. (CBC) Must have a 'Frequency Code' with administration times of "09:00 AM" and "09:00 PM". (Twice a day) The staff member associated to the user logged in must be assigned staff credentials via the 'Practitioner Enrollment' form. A client must have an active episode. (Client A) Steps Select "Client A" and access the Order Entry Console. Search for and select "CBC" in the 'New Order' field. Select "Twice a day" from the 'Frequency' field. Validate the 'Start Date' field contains the current date. Set the 'Start Time' field to "12:00 AM". Click [Add to Scratchpad] and [Sign]. Access the 'eMAR' widget. Validate the label next to "Client A's" name is "Patient". Select the 'Lab orders' tab. Validate that an order for "Complete Blood Count" is displayed with "TWICE A DAY" in large font with hours of administration of "0900" and "2100" under the current date. Validate the 'Ordering Practitioner' contains the staff member name of the user who is logged into the application and their staff credentials in the 'Order Description' field. Select the "0900" cell and click [Administer]. Validate the 'Order Acknowledgement' dialog displays. Validate the label next to "Client A's" name in the 'Order Acknowledgement' dialog is "Patient". Validate the 'Order Acknowledgement' dialog contains the top order description portion of the dialog with a 'Frequency' value of "TWICE A DAY" that is the same size font as the rest of the information. Validate the 'Acknowledged by' field contains the staff member name of the user who is logged into the application and their staff credentials in the 'Order Acknowledgement' dialog. Click [OK]. Validate the 'Patient Education' dialog displays. Validate the label next to "Client A's" name in the 'Patient Education' dialog is "Patient". Validate the 'Patient Education' dialog contains the top order description portion of the dialog with a 'Frequency' value of "TWICE A DAY" that is the same size font as the rest of the information. Validate the 'Education by' field contains the staff member name of the user who is logged into the application and their staff credentials in the 'Patient Education' dialog. Select "Yes" in the 'Education Performed' field and click [OK]. Validate the 'Specimen Collection' dialog is displayed. Validate the label next to "Client A's" name is "Patient". Select any value in the 'Specimen Type' field. (ex. Blood) Select any value in the 'Fasting' field. (ex. Yes) Select "No" in the 'Patient Refused' field. Select any value in the 'Specimen Container' field. (ex. Blood Culture Bottles) Select any value in the 'Collection Site' field. (ex. Right antecubital) Enter any value in the 'Collection Volume' field. (ex. 100) Enter any value in the 'Collection Volume Units of Measure' field. (ex. mL) Validate the 'Collection Date' field contains the current date. Validate the 'Collection Time' field contains the current time. Validate the 'Collected By' field contains the staff member name of the user who is logged into the application and their staff credentials in the 'Specimen Collection' dialog. Check the 'Accept specimen collection entered' checkbox and click [OK]. Validate the 'Collection Time' is displayed in the first cell under the current date. Scenario 2: Administering an order in Avatar eMAR Specific Setup: Avatar eMAR 2021 Update 31, Avatar eMAR 27,and RADplus Client Update 3201-002 are required to utilize full functionality. The 'RADplus->General->->->Modify "Client" Terminology' registry setting must be set to "Patient^Patients^Patient(s)". Please note that this registry setting can only be configured by Netsmart Staff. A staff member associated to the user logged in must be assigned staff credentials via the 'Practitioner Enrollment' form. A staff member not associated to the user logged in must be assigned staff credentials via the 'Practitioner Enrollment' form. A frequency code with no hours of administration must exist. (AS NEEDED) A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the 'eMAR' widget. Validate the label next to "Client A's" name is "Patient". Validate the 'Latest Client Information' field is expanded and contains all client information. Click the 'Collapse' button and validate the 'Latest Client Information' section is no longer displayed. Validate that "Order A" is displayed with no hours of administration under the current date. Validate the 'Order Description' of the order contains the 'Dose', 'Dose Unit' and 'Freq' after 'Give' in a larger font. Validate that 'Ordering Practitioner' contains the staff member name of the user who is logged into the application and their staff credentials. Double click in a cell under the current date for "Order A". Validate that the 'Order Acknowledgement' dialog is displayed. Validate the label next to "Client A's" name is "Patient". Validate the 'Acknowledged by' field contains the staff member name of the user who is logged into the application and their staff credentials and click [OK]. Validate that the 'Client Education' dialog is displayed. Validate the label next to "Client A's" name is "Patient". Select "Yes" in the 'Education Performed' field. Validate the 'Education by' field contains the staff member name of the user who is logged into the application and their staff credentials and click [OK]. Verify the 'Administration Event' dialog is displayed. Validate the label next to "Client A's" name is "Patient". Validate the 'Order Description' contains the 'Dose', 'Dose Unit' and 'Freq' after 'Give' in the same size font as the rest of the information. Check the 'Witnessed' checkbox. Fill out all required fields ensuring that a successful administration is selected. Validate the 'Administered by' field contains the staff member name of the user who is logged into the application and their staff credentials. Search for and select the staff member name of the user who is not logged into the application and their staff credentials in the 'Witnessed by' field. Enter the password associated with the user. Check the 'Accept administration information entered' checkbox and click [OK]. Validate that the first cell under the current date for "Order A" contains the amount administered and the time administered. Double click on the administered cell under the current date. Validate the 'Administration Event' dialog is displayed. Validate the 'Witnessed by' field contains the staff member name of the user who is not logged into the application and their staff credentials. Validate the 'Results Observed by' field contains the staff member name of the User who is logged into the application and their staff credentials. Enter a value in the 'Result' field. Check the 'Accept administration information entered' checkbox and click [OK].	Topics • Avatar eMAR • eMAR
AV-77943 Summary \| Details eMAR - Sliding Scale Insulin 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: Creating a Sliding Scale Insulin Order in the Order Entry Console (Orders This Episode section) and administer it in Avatar eMAR Specific Setup: The ‘(523) Warn If Order Is Too Long For Print Administration Record’ extended attribute must be set to “No warning/error” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”. Please log out of the application and log back in after completing the above configuration. An order code must be defined as Sliding Scale Insulin orders in the 'Order Code Setup' form.(Order Code A) A Sliding Scale Insulin Template must be defined in the 'Sliding Scale Insulin Template Setup' form and must account for values of 0 - 200. (Sliding Scale Insulin Template A) A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Order Code A". Click [Sliding Scale Instructions]. Validate the 'Sliding Scale Instructions' dialog is displayed. Select "Sliding Scale Insulin Template A" in the 'Template' field. Click [Save]. Set the 'Freq' field to "Every Day". Set the 'Duration' field to "30" and click [Days]. Validate the 'Addl Instructions' field contains information pertaining to the template selected in the 'Sliding Scale Instructions' dialog. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains the new Sliding Scale Insulin order. Set the 'Allow selection of previously entered Blood Glucose readings in eMAR' registry setting to contain no value. Log out of the application and log back in. Select "Client A" and access the 'eMAR' widget. Validate an order for "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUSPENSION SUBCUTANEOUS" is displayed with no hours of administration under the current date. Complete the 'Order Acknowledgement' and 'Client Education' for the "Humalog" order. Select a cell under the current date for the "HUMALOG KWIKPEN (INSULIN LISPRO) 100 UNITS/1 ML SUSPENSION SUBCUTANEOUS" order and click [Administer]. Validate the 'Administration Event' dialog is displayed. Set the 'Med ID' field to any value. Click [SSI]. Set the 'Blood Glucose mg/dL' field to "67". Validate a value is highlighted and click [Select Dose]. Select a successful administration event in the 'Administration Event' field. Click [Warning - View]. Override all warnings and click [OK]. Check the 'Accept administration information entered' check box and click [OK]. Validate the first cell under the current date for the "HUMALOG" order contains the amount administered and the time administered. Set the 'Allow selection of previously entered Blood Glucose readings in eMAR' registry setting to "R". Log out of the application and log back in. Select "Client A" and access the 'eMAR' widget. Select the next available cell under the current date for the "Humalog" order and click [Administer]. Validate the 'Administration Event' dialog is displayed. Set the 'Med ID' field to any value. Click [SSI]. Set the 'Blood Glucose mg/dL' field to "65". Validate a value is highlighted and click [Select Dose]. Select a successful administration event in the 'Administration Event' field. Click [Warning - View]. Override all warnings and click [OK]. Check the 'Accept administration information entered' check box and click [OK]. Validate the second cell under the current date for the "HUMALOG" order contains the amount administered and the time administered. Set the 'Allow selection of previously entered Blood Glucose readings in eMAR' registry setting to "V". Log out of the application and log back in. Select "Client A" and access the 'eMAR' widget. Select the next available cell under the current date for the "Humalog" order and click [Administer]. Validate the 'Administration Event' dialog is displayed. Set the 'Med ID' field to any value. Click [SSI]. Set the 'Blood Glucose mg/dL' field to "85". Validate a value is highlighted and click [Select Dose]. Select a successful administration event in the 'Administration Event' field. Click [Warning - View]. Override all warnings and click [OK]. Check the 'Accept administration information entered' check box and click [OK]. Validate the third cell under the current date for the "HUMALOG" order contains the amount administered and the time administered. Set the 'Allow selection of previously entered Blood Glucose readings in eMAR' registry setting to "N". Log out of the application and log back in. Select "Client A" and access the 'eMAR' widget. Select the next available cell under the current date for the "Humalog" order and click [Administer]. Validate the 'Administration Event' dialog is displayed. Set the 'Med ID' field to any value. Click [SSI]. Set the 'Blood Glucose mg/dL' field to "65". Validate a value is highlighted and click [Select Dose]. Select a successful administration event in the 'Administration Event' field. Click [Warning - View]. Override all warnings and click [OK]. Check the 'Accept administration information entered' check box and click [OK]. Validate the fourth cell under the current date for the "HUMALOG" order contains the amount administered and the time administered.	Topics • Avatar eMAR
AV-77944 Summary \| Details Order Entry Console (Orders This Episode) - 'Specimen Type' field for a lab-type order. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: OE NX - Creating two Lab orders with single values selected in the 'Specimen Types Allowed' field in 'Order Code Setup' Specific Setup: Two 'Specimen Types' must exist. One with a 'Dictionary Code' of "Stool" and a 'Dictionary Description' of "Stool Sample". (Stool) One with a 'Dictionary Code' and 'Dictionary Description' of "Blood". (Blood). Two lab-type order codes must exist that are associated with 'eVendors' and have "Specified at Order Time" selected in the 'Specimen Type' field. One with "Stool Sample" selected in the 'Specimen Types Allowed' field (WBCS). One with "Blood" selected in the 'Specimen Types Allowed' field (RBC). A client must have an active inpatient episode. (Client A) Steps Select "Client A" and access the Order Entry Console. Search for and select "WBCS" in the 'New Order' field. Validate the 'Specimen Type' field is required, enabled and contains no default value. Click the 'Specimen Type' field and validate that only "Stool Sample" is displayed. Select "Stool Sample" in the 'Specimen Type' field. Set the 'Duration' field to "1" and click [Days]. Click [Add to Scratchpad]. Search for and select "RBC" in the 'New Order' field. Validate the 'Specimen Type' field is required, enabled and contains no default value. Click the 'Specimen Type' field and validate that only "Blood" is displayed. Select "Blood" in the 'Specimen Type' field. Set the 'Duration' field to "24" and click [Hours]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "RBC (Blood)" and an order for "WBCS (Stool Sample)".	Topics • NX • Order Entry Console
AV-77945 Summary \| Details Discharge 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: OE NX - Discharge Med Reconciliation - Create New Order and place in 'Hold in Pending Status' Specific Setup: Two clients must have active inpatient episodes. (Client A and Client B) One whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A) "Client A" and "Client B" must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form. Steps Select "Client A" and access the Order Entry Console. Select the 'Discharge Med Reconciliation' tab. Search for and select "Zubsolv 5.7 MG-1.4 MG Tablet Sublingual (Schedule III)" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "As Needed" in the 'Frequency' field. Set the 'Days Supply' field to "20" and press Tab. Validate the 'Dispense Qty' field contains "20". Validate the 'Dispense Qty Unit' field contains "Tablet". Click [Add to Scratchpad] Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv". Click [Hold in Pending Status]. Select the 'Orders This Episode' tab. Select the 'Discharge Med Reconciliation' tab. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv". Select the 'Home Medications' tab. Select the 'Discharge Med Reconciliation' tab. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv". Select the 'Admission Med Reconciliation' tab. Select the 'Discharge Med Reconciliation' tab. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Zubsolv". Click [Edit Pending Reconciliation] Validate the 'Warning' message is displayed stating "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved." and click [Ok]. Select "Client B" and access the Order Entry Console. Select the 'Discharge Med Reconciliation' tab. Select "Client A" and access the Order Entry Console. Select the 'Discharge Med Reconciliation' tab. Validate the 'Saved session' message is displayed stating "found New medications may have been added since you switched clients. Do you want to restart reconciliation to ensure all medication orders are up to date or continue with reconciliation in progress?" and click [Continue]. Click [Hold in Pending Status] Validate the 'Home Medications Scratchpad (Post-Discharge)' contains a single order for "Zubsolv".	Topics • Discharge Med Reconciliation • NX
AV-77946 Summary \| Details Avatar eMAR - Multiple Administration with warnings Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Orders This Episode Scenario 1: eMAR - Multiple Medication Administration with 'Administration Date/Time Warnings'. Specific Setup: The 'Avatar eMAR->General->Settings->->->'Require client wristband scan in Avatar eMAR' registry setting must be set to "Y". There must be at least 3 override codes configured in the eMAR Tabled Files '(10007) Administration Date/Time Checking Override Code' dictionary. (Override Code A, Override Code B, and Override Code C). The ‘(10006) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the eMAR Tabled Files ‘(10007) Administration Date/Time Checking Override Code’ dictionary for “Override Code A”. The ‘(10006) Require Override Text With This Override Code’ extended attribute must not contain a value in the eMAR Tabled Files ‘(10007) Administration Date/Time Checking Override Code’ dictionary for “Override Code B”. The ‘(10006) Require Override Text With This Override Code’ extended attribute must be set to “No” in the eMAR Tabled Files ‘(10007) Administration Date/Time Checking Override Code’ dictionary for “Override Code C”. There must be at least 3 override codes configured in the eMAR Tabled Files '(10005) Medication/Quantity Checking Override Code' dictionary. (Override Code D, Override Code E, and Override Code F) The ‘(10006) Require Override Text With This Override Code’ extended attribute must be set to “Yes” in the eMAR Tabled Files ‘(10005) Medication/Quantity Checking Override Code’ dictionary for “Override Code D”. The ‘(10006) Require Override Text With This Override Code’ extended attribute must not contain a value in the eMAR Tabled Files ‘(10005) Medication/Quantity Checking Override Code’ dictionary for “Override Code E”. The ‘(10006) Require Override Text With This Override Code’ extended attribute must be set to “No” in the eMAR Tabled Files ‘(10005) Medication/Quantity Checking Override Code’ dictionary for “Override Code F”. Please log out of the application and log back in after completing the above configuration. A client must have an active episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "LISINOPRIL 30 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select a frequency code that has an administration time of "12:00 PM" in the 'Freq' field. Set the 'Duration' field to "28" and click [Days]. Validate the 'Days Supply' field contains "28". Validate the 'Dispense Qty' field contains "28". Select "Tablet" from the 'Dispense Qty Unit' field. Click [Add to Scratchpad]. Search for and select "AMBIEN 10 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "Every Day" in the 'Freq' field. Click [Custom]. Validate the 'Administration Time' dialog is displayed. Set the 1st 'Scheduled Administration Times' field to "10:00 PM" and click [Save]. Set the 'Duration' field to "28" and click [Days]. Validate the 'Days Supply' field contains "28". Validate the 'Dispense Qty' field contains "28". Select "Tablet" from the 'Dispense Qty Unit' field. Click [Add to Scratchpad]. Search for and select "DIAZEPAM 5 MG TABLET ORAL" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Tablet". Select "Twice a Day" in the 'Freq' field. Set the 'Duration' field to "28" and click [Days]. Validate the 'Days Supply' field contains "28". Validate the 'Dispense Qty' field contains "56". Select "Tablet" from the 'Dispense Qty Unit' field. Set the 'Start Time' field to "12:00 AM". Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains an order for "LISINOPRIL", "AMBIEN" and "DIAZEPAM". Select the 'eMAR' widget. Validate an order for "AMBIEN" is displayed with a "2200" in the first cell under the current date. Validate an order for "DIAZEPAM" is displayed with a "0900" cell and a "2100" cell under the current date. Validate an order for "LISINOPRIL" is displayed with a "1200" in the first cell under the current date. Complete 'Order Acknowledgement' and 'Client Education' for all orders. Select the "2200" cell for the "AMBIEN" order. Select the "0900" cell for the "DIAZEPAM" order. Select the "1200" cell for the "LISINOPRIL" order and click [Administer]. Validate the 'Administration Event' dialog is displayed and contains 3 orders. Validate the first row contains an 'Order' for "AMBIEN 10 MG TABLET" with a 'Scheduled Date' of the current date and a 'Scheduled Time' of "2200". Set the 1st 'Med ID' field to any value and press Tab. Set the 1st 'Qty' field to a different value and press Tab. Validate the second row contains an 'Order' for "DIAZEPAM 5 MG TABLET" with a 'Scheduled Date' of the current date and a 'Scheduled Time' of "0900". Set the 2nd 'Med ID' field to any value and press Tab. Validate the third row contains an 'Order' for "LISINOPRIL 30 MG TABLET" with a 'Scheduled Date' of the current date and a 'Scheduled Time' of "1200". Validate the 3rd 'Med ID' field does not contain a value. Select a successful administration event in the 'Default Administration Event' field. Validate the value selected is displayed in the 'Administration Event' fields for all 3 orders. Validate the [Warning - View] contains a red flag for all three orders. Click the 1st [Warning - View]. Validate the 'Medication/Quantity' tab is displayed. Select "Override Code D" from the 'Override Code' field and validate the 'Override Text' field is not required. Select "Override Code E" from the 'Override Code' field and validate the 'Override Text' field is not required. Select "Override Code F" from the 'Override Code' field and validate the 'Override Text' field is required. Enter any value in the 'Override Text' field. Select the 'Administration Date/Time' tab. Select "Override Code A" from the 'Override Code' field and validate the 'Override Text' field is not required. Select "Override Code B" from the 'Override Code' field and validate the 'Override Text' field is not required. Select "Override Code C" from the 'Override Code' field and validate the 'Override Text' field is required. Enter any value in the 'Override Text' field. Click [OK]. Validate the 1st [Warning - View] contains a green check mark. Click the 2nd [Warning - View]. Validate the 'Medication/Quantity' tab is displayed. Select a value in the 'Override Code' field and enter any value in the 'Override Text' field. Select the 'Administration Date/Time' tab. Select a value in the 'Override Code' field and enter any value in the 'Override Text' field. Click [OK]. Validate the 2nd [Warning - View] contains a green check mark. Click the 3rd [Warning - View]. Validate the 'Medication/Quantity', the 'Administration Date/Time', and the 'Wristband Scan Override' tabs are displayed. Click [Cancel] Set the 3rd 'Med ID' field to the "NDC number" for the "LISINOPRIL" order. Click the 3rd [Warning - View]. Validate the 'Medication/Quantity' tab is not displayed Validate the 'Administration Date/Time' tab is displayed. Select a value in the 'Override Code' field that requires the 'Override Text'. Validate that [OK] is disabled. Set the 'Override Text' field to any value. Validate that [OK] is enabled and click [OK]. Validate the 3rd [Warning - View] contains a green check mark. Select a different value in the 2nd 'Administration Event' field for the "DIAZEPAM" order. Validate the 1st [Warning - View] contains a green check mark. Validate the 3rd [Warning - View] contains a green check mark. Validate the 2nd [Warning - View] contains a red flag. Click [Warning - View]. Validate the 'Medication/Quantity' tab is displayed. Validate the 'Override Code' field contains the value previously selected. Validate the 'Override Text' field contains the value previously entered. Select the 'Administration Date/Time' tab. Validate the 'Override Code' and 'Override Text' fields contain no values. Select a value in the 'Override Code' field and enter any value in the 'Override Text' field. Click [OK]. Validate the 2nd [Warning - View] contains a green check mark. Check the 'Accept administration information entered' checkbox and click [OK]. Validate that the first cells under the current date contain the amount administered and the time administered for all three orders.	Topics • Avatar eMAR • Order Entry Console
AV-77947 Summary \| Details Avatar eMAR - Administration Cell Display 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 - Unsuccessful and Successful Administration - Administration Cell Display Specific Setup: The 'Avatar eMAR->General->Settings->->->Require client wristband scan in Avatar eMAR' registry setting must be set to "Y". The following extended attributes must be set in the eMAR Tabled Files ‘(10000) Administration Event’ dictionary for “Dictionary A”: ‘Successful Administration?’ = “No” ‘Client Refusal’ = “No” ‘Additional Attempts Planned’ = “No” Please log out of the application and log back in after completing the above configuration. A client must have an active episode (Client A). “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Fish Oil 500 MG CAPSULE ORAL" from the 'New Order' field. Set the 'Dose' field to "2". Select "Capsule" from the 'Dose Unit' field. Select "Daily" from the 'Freq' field. Set the 'Duration' field to "12" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Fish Oil 500 MG ORAL CAPSULE2 Capsule, TWICE A DAY." Access the 'eMAR' widget. Click the 'Click here to provide override reason' item. Select "Wristband cannot be scanned" from the 'Please provide a reason for not scanning the client wristband' field and click [OK]. Validate that the "Fish Oil" order is displayed with no hours of administration under the current date. Perform 'Order Acknowledgement' and 'Client Education' for the "Fish Oil" order. Select the first cell under the current date for the "Fish Oil" order and click [Administer]. Verify the 'Administration Event' dialog exists. Set the 'Med ID' cell to the NDC of the "Fish Oil" order (00904-5604-13). Select "Dictionary A" from the 'Administration Event' field. Check the 'Accept administration information entered' checkbox and click [OK]. Validate the cell selected displays "Dictionary A" and administration time with an "*". Select the second cell under the current date for the "Fish Oil" order and click [Administer]. Verify the 'Administration Event' dialog exists. Set the 'Med ID' cell to the NDC of the "Fish Oil" order (00904-5604-13). Select any successful administration event from the 'Administration Event' field. Check the 'Accept administration information entered' checkbox and click [OK]. Validate the cell selected displays with "2 Capsule" and the administration time.	Topics • Order Entry Console
AV-77948 Summary \| Details eMAR - Client Wristband Scan - Infusion Order Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: eMAR widget Orders This Episode Scenario 1: Avatar eMAR - Client Wristband Scan Specific Setup: Avatar eMAR 2021 Update 22 is required in order to utilize full functionality. The 'Avatar eMAR->General->Settings->->->Require client wristband scan in Avatar eMAR' registry setting must be set to "Y". The 'My Clients' widget must be added to the 'eMAR' view. Please log out of the application and log back in after completing the above configuration. A client must have an active episode. (Client A). A barcode for "Client A" must exist. Steps Select "Client A" and access the Order Entry Console. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field. Set the 'Dose' field to "2". Select "TABLET" from the 'Dose Unit' field. Select "As Needed" from the 'Freq' field. Set the 'Duration' field to "12" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET 2 TABLET, TWICE A DAY". Click the 'eMAR' tab. Validate a warning displays next to the 'Refresh' button "Scan client wristband to verify client identity or Click here to provide override reason". Validate an order for "ADVIL 200 MG ORAL TABLET" is displayed with no hours of administration under the current date. Select any cell under the current date. Validate a message is displayed stating: "Please scan client wristband to continue" and click [OK]. Click the 'Click here to provide override reason' item. Verify the 'Wristband Override' dialog is displayed. Select "Other Reason" from the 'Please provide a reason for not scanning the client wristband' field. Set the 'Other Reason' field to "Testing" and click [OK]. Verify the text displays "Client wristband scan overridden". Validate an order for "ADVIL 200 MG ORAL TABLET" is displayed with no hours of administration under the current date. Change clients via the 'My Clients' widget. Validate a message displays stating "You are navigating away from this selected client's chart. Medications selected/scanned will be lost. Do you wish to continue?" and click [No]. Click [Administer]. Verify the 'Order Acknowledgement' dialog is displayed and click [OK]. Verify the 'Client Education' dialog is displayed. Select "Yes" in the 'Education Performed' field and click [OK]. Verify the 'Administration Event' dialog is displayed. Set the 'Med ID' cell to the NDC for "ADVIL 200 MG ORAL TABLET". Select any successful administration event from the 'Administration Event' field. Click [Warning - View]. Populate all warnings. Verify the 'Wristband Scan Override' tab is displayed. Validate the 'Override Code' field is equal to "Other Reason". Validate the 'Override Text' field is equal to "Testing". Verify the 'Warning Message' is equal to "Client wristband to verify identity has not been scanned." and click [OK]. Check the 'Accept administration information entered' checkbox and click [OK]. Validate the first cell under the current date contains "2 TABLET" and the time administered for the "ADVIL" order. Change clients via the 'My Clients' widget. Select "Client A" from the 'My Clients' widget. Validate a warning displays "Scan client wristband to verify client identity or Click here to provide override reason". Scan the barcode associated to "Client A". Verify the text displays "Client identity verified". Select a cell under the current date for the "ADVIL" order and click [Administer]. If there is an existing warning, click the 'Warning - View' button and validate there is not a warning for override wristband scan. If there are no warnings, validate the 'Warning - View' button is disabled. Scenario 2: eMAR - Client Wristband Scan - Infusion Order Specific Setup: The 'Avatar eMAR->General->Settings->->->Require client wristband scan in Avatar eMAR' registry setting must be set to "Y" The 'Avatar eMAR->General->Settings->->->Use separate 'Infusion Details' tab for IVs on eMAR Administration Event dialog' 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 active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "CEFTRIAXONE 1 GM/50 ML SOLUTION INTRAVENOUS" from the 'New Order' field. Set the 'Dose' field to "50". Select "mL" from the 'Dose Unit' field. Select "Continuous" from the 'Freq' field. Validate the 'Route' field is equal to "INTRAVENOUS". Select "IV Push" from the 'Admin Method' field. Set the 'Duration' field to "12" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "CEFTRIAXONE 1 GM/50 ML INTRAVENOUS SOLUTIONIV Push 50 mL, Continuous Reason: As per Doctor's request -- test". Access the 'eMAR' widget. Click the 'Click here to provide override reason' item. Select "Wristband cannot be scanned" from the 'Please provide a reason for not scanning the client wristband' field and click [OK]. Perform 'Order Acknowledgement' and 'Client Education' for the "CEFTRIAXONE" order. Select a cell under the current date for the "CEFTRIAXONE" order. Click [Administer]. Verify the 'Administration Event' dialog is displayed. Set the 'Med ID' cell to the NDC of the "CEFTRIAXONE" order (00338-5002-41). Populate the remaining required fields for the "CEFTRIAXONE" order. Click [View - Warning] Validate the 'Wristband Scan Override' dialog contains "Client wristband to verify identity has not been scanned" and click [OK]. Check the 'Accept administration information entered' checkbox and click [OK]. Validate "50 mL" and the administration time displays in the first cell under the current date.	Topics • Avatar eMAR • Barcode Scanning • eMAR
AV-77949 Summary \| Details Medication Reconciliation - Saved Session message when Changing clients Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: Changing clients - Medication Reconciliation Specific Setup: Two clients (Client A, Client B) must each have an active inpatient episode. The 'My Clients' widget must be available in the Order Entry Console view. Steps Select "Client A" and access the Order Entry Console. Click the 'Admission Med Reconciliation' tab. Set the 'New Order' field to any order code. Click [Add to Scratchpad]. Select "Client B" in the 'My Clients' widget. Validate the 'Discharge Med Reconciliation' tab displays information for "Client B". Set the 'Search Clients' field to "Client A". Validate a message displays stating "New Medications may have been added since you switched clients. To restart reconciliation, click yes. To resume reconciliation, click no." and click [Yes]. Validate the 'Discharge Med Reconciliation' tab displays in a restarted state for "Client A". Click the 'Discharge Med Reconciliation' tab. Set the 'New Order' field to any order code. Click [Add to Scratchpad]. Select "Client B" in the 'My Clients' widget. Validate the 'Discharge Med Reconciliation' tab displays information for "Client B". Set the 'Search Clients' field to "Client A". Validate a message displays stating "New Medications may have been added since you switched clients. To restart reconciliation, click yes. To resume reconciliation, click no." and click [Yes]. Validate the 'Discharge Med Reconciliation' tab displays in a restarted state for "Client A".	Topics • Medication Reconciliation • NX
AV-77950 Summary \| Details Finalizing a Progress Note Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: DOCUMENTS TO REVIEW TO DO'S Scenario 1: Progress Notes (Group and Individual) form - Form submission validations Specific Setup: A client must be enrolled in an existing episode (Client A). Have a user who is a staff member [UserA] that has the "My To Do's" widget on their home view Have the Registry Setting: "Clear Selected Client After Filing" is set to 'Y' for the "Progress Notes (Group and Individual)" form Have form "Progress Notes (Group and Individual)" enable for document routing Log in as [UserA] Steps Open the form "Progress Notes (Group and Individual)" Select [ClientA] in the "Select Client" field Select an episode from the "Select Episode" field Select a value in the "Progress Note For" field, for this example "Independent Note" Populate the "Notes" Select a note type from the "Note Type" field Set the "Draft/Final" field to "Final" Click [File Note] Validate the document is displayed and click [Accept and Route] Populate the "Password" field At the "Route Document To" screen, populate the "Add" approver field with [ClientA] Click [Add] Click [Submit] Validate the "Note Filed" dialog is displayed and click [OK] Verify submission is successful Validate the "Select Client" field is blank Close the form Navigate to the users "My To Do's" widget, locate the To Do for the document routed Click "Approve Document" Validate the document is displayed and click [Accept] Populate the "Password" field Click [OK] Verify submission is successful Validate the To Do is removed from the widget Open the "Registry Settings" form Search for the setting "Clear Selected Client After Filing" for the "Progress Notes (Group and Individual)" form Click [View Settings] Locate the setting for the "Progress Notes (Group and Individual)" form Set the "Registry Setting Value" to "N" Submit the form Repeat steps 1 thru 15 Validate this time the "Select Client" field is still populated with the selected client [ClientA] Close the form Repeat steps 18 thru 24 Validate results are as expected	Topics • NX • Progress Notes
AV-77951 Summary \| Details Registry Settings - Include Active Room Number With Client Name, Increase font size in the 'Clients and Data' widget - 'My Clients' widget Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Registry Settings (PM) Scenario 1: 'Include Active Room Number with Client Name' Registry Setting - validate parsing room number and bed Specific Setup: myAvatar Client Update 3201-002 must be installed to utilize full functionality. A room must be configured with no special characters via the 'Maintain Hospital Bed File' form. (Room A) Multiple Rooms must be configured with special characters (period (.), hyphen (-), underscore (_), comma (,), and semicolon (;)) via The 'Maintain Hospital Bed File' form. (Room B, Room C, Room D, Room E, and Room F) Six clients must be admitted into an active inpatient episode and are assigned a room from the above steps. (Client A, Client B, Client C, Client D, Client E, and Client F) The 'My Clients' widget must be added to the 'HomeView' of the user logged into the application. Steps Access the ‘Registry Settings’ form. Set the ‘Select Registry Setting’ field to “Include Active Room Number”. Validate the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry setting is set to “0”. Set the ‘Select Registry Setting’ field to “Increase Font Size”. Validate the ‘RADplus->Database Management->Client Lookup->->->Increase font size in the 'Clients and Data' widget’ registry setting is set to “11”. Set the ‘RADplus->Database Management->Client Lookup->->->Increase font size in the 'Clients and Data' widget’ registry setting to “18”. Close the form. Log out of the application and log back in. Validate the font size in the ‘My Clients’ widget is increased based on the value previously filed, the widget does not contain room numbers, and there are 5 spaces before each client name. Access the ‘Registry Settings’ form. Set the ‘Select Registry Setting’ field to “Include Active Room Number”. Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “1&BED”. Close the form. Log out of the application and log back in. Validate the 'My Clients' widget contains the room number and bed in the following format: “Client A” = “200.A”. “Client B” = “200.2.A”. “Client C” = “200-3.A”. “Client D” = “200_4.A”. “Client E” = “200,5.A”. Select “Client A” and access the ‘Admission’ form. Select the episode in the ‘Episode’ pre-display and click [Edit]. Validate the client header contains “200.A” as the room number and bed for “Client A”. Close the form. Access the ‘Registry Settings’ form. Set the ‘Select Registry Setting’ field to “Include Active Room Number”. Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “2,2&BED”. Close the form. Log out of the application and log back in. Validate the 'My Clients' widget contains the room number and bed in the following format: “Client A” = “.A”. “Client B” = “2.A”. “Client C” = “.A”. “Client D” = “.A”. “Client E” = “.A”. "Client F" = ".A". Select “Client B” and access the ‘Admission’ form. Select the episode in the ‘Episode’ pre-display and click [Edit]. Validate the client header contains “2.A” as the room number and bed for “Client B”. Close the form. Access the ‘Registry Settings’ form. Set the ‘Select Registry Setting’ field to “Include Active Room Number”. Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “3,2&BED”. Close the form. Log out of the application and log back in. “Client A” = “.A”. “Client B” = “.A”. “Client C” = “3.A”. “Client D” = “.A”. “Client E” = “.A”. "Client F" = ".A". Select “Client C” and access the ‘Admission’ form. Select the episode in the ‘Episode’ pre-display and click [Edit]. Validate the client header contains “3.A” as the room number and bed for “Client C”. Close the form. Access the ‘Registry Settings’ form. Set the ‘Select Registry Setting’ field to “Include Active Room Number”. Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “4,2&BED”. Close the form. Log out of the application and log back in. “Client A” = “.A”. “Client B” = “.A”. “Client C” = “.A”. “Client D” = “4.A”. “Client E” = “.A”. "Client F" = ".A". Select “Client D” and access the ‘Admission’ form. Select the episode in the ‘Episode’ pre-display and click [Edit]. Validate the client header contains “4.A” as the room number and bed for “Client D”. Close the form. Access the ‘Registry Settings’ form. Set the ‘Select Registry Setting’ field to “Include Active Room Number”. Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “5,2&BED”. Close the form. Log out of the application and log back in. “Client A” = “.A”. “Client B” = “.A”. “Client C” = “.A”. “Client D” = “.A”. “Client E” = “5.A”. "Client F" = ".A". Select “Client E” and access the ‘Admission’ form. Select the episode in the ‘Episode’ pre-display and click [Edit]. Validate the client header contains “5.A” as the room number and bed for “Client E”. Close the form. Access the ‘Registry Settings’ form. Set the ‘Select Registry Setting’ field to “Include Active Room Number”. Set the ‘RADplus->General->Facility->->->Include Active Room Number With Client Name’ registry to “6,2&BED”. Close the form. Log out of the application and log back in. “Client A” = “.A”. “Client B” = “.A”. “Client C” = “.A”. “Client D” = “.A”. “Client E” = “.A”. "Client F" = "6.A". Select “Client F” and access the ‘Admission’ form. Select the episode in the ‘Episode’ pre-display and click [Edit]. Validate the client header contains “6.A” as the room number and bed for “Client F”. Close the form.	Topics • My Clients
AV-77952 Summary \| Details Avatar OE - Discharge Med Reconciliation Scenario 1: Order Entry Console - Discharge Med Reconciliation - eRX Specific Setup: The 'Avatar Order Entry->Facility Defaults->Medication Reconciliation->->->Enable Medication Reconciliation in the Order Entry Console' registry setting must be set to "3". Note: This is a Netsmart only registry setting. Please contact your Netsmart representative to have this setting configured. The 'Default to Client Reported' checkbox is unchecked for the logged in user in the 'Order Entry User Definition' form. Please log out of and back into the application after this configuration has been done. A client must be in an active inpatient episode. (Client A) "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Access the Order Entry Console for "Client A". Click the 'Discharge Med Reconciliation' tab. Search for and select "Advil 200 MG Tablet Oral" in the 'New Order' field. Set the 'Dose' field to "2". Validate the 'Dose Unit' field is equal to "Tablet". Select "Twice a Day" from the 'Frequency' field. Set the 'Days Supply' field to "15" and press Tab. Validate the 'Dispense Qty' field is equal to "60". Validate the 'Dispense Qty Unit' field is equal to "Tablet". Click [Add to Scratchpad] and [Review and Sign]. Set the 'Pharmacy' field to a pharmacy that allows an "eRX". Select "eRX" from the 'Output' field. Select "Do not send to pharmacy" from the 'Pharmacy' field. Validate the 'Output' field is set to "None". Select a pharmacy that allows "eRX" from the 'Pharmacy' field. Select "eRX" from the 'Output' field. Click [Sign]. Validate the 'Discharge Med Reconciliation' tab displays in view only mode.	Topics • Medication Reconciliation
AV-77954 Summary \| Details Clearing the 'First Collect' fields in the Order Entry Console for orders with Interval Frequencies. Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Orders This Episode Scenario 1: Order Entry Console - Lab Orders - First Collect Specific Setup: A lab-type order code must exist with a 'Default Frequency Code' of "Daily", which has an hour of administration of "12:00 PM" and an associated 'eVendor'. (CBC) A client must have an active episode. (Client A) "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "CBC" from the ‘New Order’ field. Validate the ‘Frequency’ field is equal to "DAILY". Validate the ‘First Collect – Date’ field is equal to the current date if the 'Start Time' is prior to "12:00 PM" or tomorrow's date if it is after "12:00 PM". Validate the ‘First Collect – Time’ field is equal to "12:00 PM". Validate the ‘External Lab Vendor Destination’ field is equal to the lab vendor associated with the order code. Validate that "Lab Vendor Staff Will Collect" is selected in the 'Specimen Collection' field. Click [Reason-View]. Validate the 'Multiple Reason Checklist' dialog is displayed. Select any value in the 'Reasons' field and click [Save]. Select any value in the ‘Diagnosis’ field. Set the ‘Duration’ field to "5" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the ‘Order grid’ contains an order for "CBC". Select the "CBC" order and click [Modify]. Validate the 'Frequency' field contains "DAILY". Validate the 'First Collect Date' field is equal to the current date if the 'Start Time' is prior to "12:00 PM" or tomorrow's date if it is after "12:00 PM". Validate the 'First Collect Time' field is equal to "12:00 PM". Click [Add to Scratchpad] and [Sign]. Select the "CBC" order in the 'Order grid' and click [Copy]. Validate the 'Frequency' field contains "DAILY". Validate the 'First Collect Date' field is equal to the current date if the 'Start Time' is prior to "12:00 PM" or tomorrow's date if it is after "12:00 PM". Validate the 'First Collect Time' field is equal to "12:00 PM". Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Scenario 2: OE NX - 'First Collect' fields when performing a copy and modify on a lab order with an interval frequency code Specific Setup: A lab-type order code must exist that is associated with an 'eVendor'. (CBC) An interval 'Frequency Code' must exist. (Every 4 Hours) A client must have an active episode. (Client A) "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "CBC" from the ‘New Order’ field. Select "Every 4 Hours" from the 'Frequency' field. Validate the ‘First Collect – Date’ field is equal to the current date. Validate the ‘First Collect – Time’ field is equal to the current time. Validate the ‘External Lab Vendor Destination’ field is equal to the lab vendor associated with the order code. Validate that "Lab Vendor Staff Will Collect" is selected in the 'Specimen Collection' field. Click [Reason-View]. Validate the 'Multiple Reason Checklist' dialog is displayed. Select any value in the 'Reasons' field and click [Save]. Select any value in the ‘Diagnosis’ field. Set the ‘Duration’ field to "5" and click [Days]. Validate the ‘Start Date’ field is disabled and contains the current date. Validate the ‘Start Time’ field is disabled and contains the current time. Validate the ‘Stop Date’ field is equal to a date that is 5 days in the future of the 'Start Date'. Validate the ‘Stop Time’ field is equal to a time that is one minute prior to the 'Start Time'. Click [Add to Scratchpad] and [Sign]. Validate the ‘Order grid’ contains an order for "CBC". Select the "CBC" order and click [Modify]. Validate the 'Frequency' field contains "Every 4 Hours". Validate the 'First Collect Date' field does not contain a value. Validate the 'First Collect Time' field does not contain a value. Set the 'First Collect Date' field to the current date. Set the 'First Collect Time' field to the current time. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Click [Add to Scratchpad] and [Sign]. Select the "CBC" order in the 'Order grid' and click [Copy]. Validate the 'Frequency' field contains "Every 4 Hours". Validate the 'First Collect Date' field does not contain a value. Validate the 'First Collect Time' field does not contain a value. Set the 'First Collect Date' field to the current date. Set the 'First Collect Time' field to the current time. Validate the 'Start Date' field contains the current date. Validate the 'Start Time' field contains the current time. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Order grid' contains two orders for "CBC".	Topics • myAvatar/myAvatar NX • Order Entry Console
AV-77955 Summary \| Details Specimen Collection in Avatar eMAR with embedded user-modeled forms Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Avatar eMAR Orders This Episode POC Results Entry Review Results View Results Scenario 1: Specimen Collection in Avatar eMAR with an associated non-episodic CWS User modeled form, entering a result in the 'POC Results Entry' form with table validation Specific Setup: Avatar eMAR 2021 Update 23, Avatar CWS 2021 Update 90, RADplus 2021 Update 118, and myAvatar Client Update 2513-004 or 3201-002 must be installed to make use of this functionality. An 'Observation Definition' and a 'Test Definition' must exist in the 'POC Results Entry Configuration' form for "Arterial Blood Gases" and must contain a non-episodic CWS user modeled form with "Collection" selected in the 'Document at Collection or Results Entry' field and "Yes" selected in the 'Include Form Data as Result Comments' field. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Glucose - Blood" in the 'New Order' field. Set the 'Duration' field to "10" and click [Days]. Click [Add to Scratchpad]. Search for and select "COVID Rapid (Unit performed) (COVIDUNIT)" in the 'New Order' field. Select "One Time Only" in the 'Frequency' field. Set the 'Duration' field to "10" and click [Days]. Click [Add to Scratchpad]. Search for and select "Arterial Blood Gases (ABG)" in the 'New Order' field. Set the 'Duration' field to "10" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Arterial Blood Gases", "COVID Rapid (Unit performed)ONE TIME ONLY" and "Glucose - Blood" Select the 'eMAR' widget. Click the 'Lab Orders' tab. Validate that an order for "Arterial Blood Gases" is displayed with "Specimen Collect" in the first cell under the current date. Validate that an order for "COVID Rapid (Unit performed)" is displayed with "Specimen Collect" in the first cell under the current date. Validate that an order for "Glucose-Blood" is displayed with "Specimen Collect" in the first cell under the current date. Complete 'Order Acknowledgement' and 'Client Education' for all orders. Select the first cell under the current date with "Specimen Collect" for the "Arterial Blood Gases" order. Click [Administer] Validate that the 'Specimen Collect' dialog is displayed and that "ABG Details", which is the CWS non-episodic user modeled form name of the form associated with this order code in the 'Test Definition' section of the 'POC Results Entry Configuration' form is displayed on a tab next to the 'Specimen Collection'' tab. Click the 'ABG Details' tab. Select "Right Radial" in the 'Site' field. Select "Other" in the 'Held for' field. Validate the 'Held for (Other)' field is required. Set the 'Held for (Other)' field to "TBD". Select "Other" in the 'Puncture Attempts' field. Validate the 'Puncture Attempts (Other)' field is required. Set the 'Puncture Attempts (Other)' field to "3". Select "Non Invasive Ventilation" in the 'Type of Oxygen Therapy' field. Validate that the 'Non-Invasive Ventilation Mode' field is required. Select "NIV ST" in the 'Non-Invasive Ventilation Mode' field. Set the 'PEEP/CPAP (cmH2O)' field to "1". Set the 'C-Flex' field to "2". Set the 'IPAP (cmH2O)' field to "3". Set the 'Rate' field to "4". Set the 'NPPV Inspiratory Pressure (cmH2O)' field to "5". Set the 'I time (secs)' field to "6". Set the 'Rise' field to "7". Set the 'MIN P (AVAPS minimum IPAP) (cmH2O)' field to "8". Set the 'Vent Rate (bpm)' field to "9". Set the 'Ramp Time (mins)' field to "10". Set the 'FiO2 %' field to "11". Set the 'EPAP (cmH2O)' field to "12". Set the 'Pressure Support (cmH2O)' field to "13". Set the 'NPPV Pressure Support (cmH2O)' field to "14". Set the 'TI Max (secs)' field to "15". Set the 'VT AVAPS Target Tidal Volume (mL)' field to "16". Set the 'MAX P (AVAPS maximum IPAP) (cmH2O)' field to "17". Check the 'Accept specimen collection entered' checkbox and click [OK]. Validate that the first cell under the current date for the "Arterial Blood Gases" order contains the time collected. Access the 'POC Results Entry' field. Validate that "No" is selected in the 'Include Inactive Orders' field. Select the "Arterial Blood Gases" order in the 'Order' field. Validate that "No" is selected in the 'Include Resulted Collections' field Validate the 'Collection' field has a default value of the collection that was done for the "Arterial Blood Gases" order in Avatar eMAR. Validate that the 'Add/Correct/Void' field is required, disabled and has "Add" selected by default. Validate that the 'Order details' field contains the 'Order #' = unique #, 'Order Status' = "Active", 'Order Type' = "Lab", "Order Code" = "Arterial Blood Gases", 'Order Date' = Date and time that the order was created, 'Start Date' = 'Start Date' and 'Start Time". Validate the 'Collecting Staff' field is required, disabled and contains the staff member associated with the user who is logged into the application in the format of last name,first name (STAFFID). Validate that the 'Specimen Type' field is required, disabled, and contains "Blood". Validate that the 'Specimen Collection Date' field is required, disabled and contains the date that the collection took place. In this case it will contain the current date. Validate that the 'Specimen Collection Time' field is required, disabled and contains the time the collection took place. Validate that the 'Result Date' field is required, enabled and contains the current date. Validate that the 'Result Time' field is required, enabled and contains the current time. Validate that there is a section that contains the name of the associated non-episodic CWS user modeled form. In this case it is "ABG Details". Validate that all of the same fields that existed on the 'ABG Details' tab in Avatar eMAR are displayed here. Validate that all fields are disabled. Validate the 'Site' field contains "Right Radial". Validate that "Other" is selected in the 'Held for' field. Validate the 'Held For (Other)' contains "TBD". Validate that "Other" is selected in the 'Puncture Attempts' field. Validate that the 'Puncture Attempts (Other)' field contains "3". Validate that the 'Type of Oxygen Therapy' field contains "Non Invasive Ventilation". Validate that the 'Non-Invasive Ventilation Mode' field contains "NIV ST". Validate the 'PEEP/CPAP (cmH2O)' field contains "1". Validate the 'C-Flex' field contains "2". Validate the 'IPAP (cmH2O)' field contains "3". Validate the 'Rate' field contains "4". Validate the 'NPPV Inspiratory Pressure (cmH2o)' field contains "5". Validate the 'I time (secs)' field contains "6". Validate the 'Rise' contains "7". Validate the 'MIN P (AVAPS minimum IPAP) (cmH2O)' field contains "8". Validate the 'Vent Rate (bpm)' field contains "9". Validate the 'Ramp Time (mins)' field contains "10". Validate the 'FiO2 %' field contains "11". Validate the 'EPAP (cmH2O)' field contains "12". Validate the 'Pressure Support (cmH2O)' field contains "13". Validate the 'NPPV Pressure Support (cmH2O)' field contains "14". Validate the 'TI Max (secs)' contains "15". Validate the 'VT AVAPS Target Tidal Volume (mL)' field contains "16". Validate the 'MAX P (AVAPS maximum IPAP) (cmH2O)' field contains "17". Validate that all other fields do not contain any values. Validate that there is a 'Results' section. Validate that there is a 'pH BldA' field that is not required with a unit of "pH" after it. Set the 'pH BldA' field to "18" and press Tab. Validate a message is displayed stating "The result entered is above the technical range. Please revise the result entered or enter >10 as the result" and click [OK]. Set the 'pH BldA' field to ">10" and press tab. Validate the 'pH BldA' field contains ">10.00". Validate that there is a 'pCO2 BldA' field that is not required with a unit of "mm Hg" after it. Set the 'pCO2 BldA' field to "8" and press Tab. Validate that the 'pCO2 BldA' field contains "8.0". Validate that there is a 'pO2 BldA' field that is not required with a unit of "mm Hg" after it. Set the 'pO2 BldA' field to "16" and press Tab. Validate that the 'pO2 BldA' field contains "16". Validate that there is a 'HCO3 BldA-sCnc' field that is not required with a unit of "mmol/L" after it. Set the 'HCO3 BldA-sCnc' field to "5.5" and press Tab. Validate that there is a 'Base excess BldA Calc-sCnc' field that is not required with a unit of "mmol/L" after it. Set the 'Base excess BldA Calc-sCnc' field to "3.5". Validate that there is a 'SaO2 % Blda' field that is not required with a unit of "%" after it. Set the 'SaO2 % BldA' field to "99" and press Tab. Click [File]. Create a report using the 'SYSTEM.result_header' table and include following fields: 'PATID', 'filler_order_number', 'placer_order_number', 'specimen_collection_date', 'specimen_collection_time', and 'universal_svc_id_value'. Filter the report by selecting "Client A's" PATID in the 'PATID' field. Filter the report a second time by selecting the 'Order #' in the 'placer_order_number' field. Validate that one row of data is displayed. Validate the 'filler_order_number' field contains "POC##". The # is unique. Validate that the 'specimen_collection_date' field contains the date that the specimen collection took place, which in this case would be the current date. Validate that the 'specimen_collection_time' field contains the time that the specimen collection took place, which in this case would be the time that shows in the first cell under the current date for the "Arterial Blood Gases" order in Avatar eMAR. Validate that 'universal_svc_id_value' contains "ABG". Create a report using the 'SYSTEM.result_details' table and include following fields: 'PATID', 'filler_order_number', 'placer_order_number', 'observation_id_value', 'observation_value', and 'universal_svc_id_value'. Filter the report by selecting "Client A's" PATID in the 'PATID' field. Filter the report a second time by selecting the 'Order #' in the 'placer_order_number' field. Validate that six rows of data are displayed. One for each 'Result' entered. Validate the 'filler_order_number' field contains "POC##". The # is unique and this value is the same for all six rows. Validate the 'universal_svc_id_value' field contains "ABG" for all six rows. Validate the 'observation_id_value' for row 1 is "pO2 Bld". Validate the 'observation value' for row 1 contains "16". Validate the 'observation_id_value' for row 2 is "Base excess BldA Calc-sCnc". Validate the 'observation value' for row 2 contains "3.5". Validate the 'observation_id_value' for row 3 is "HCO3 BldA-sCnc". Validate the 'observation value' for row 3 contains "5.5". Validate the 'observation_id_value' for row 4 is "pCO2 BldA". Validate the 'observation value' for row 4 contains "8.0". Validate the 'observation_id_value' for row 5 is "SaO2 % BldA". Validate the 'observation value' for row 5 contains "99". Validate the 'observation_id_value' for row 6 is "pH BldA". Validate the 'observation value' for row 6 contains ">10.00". Select "Client A" and access the 'View Results' form. Click [Display Results List/Select Result To View/Print]. Select the result for the "ABG" order in the 'Select Result' field and click [OK]. Validate the following is displayed under 'Result Information': HEADER INFORMATION 'Placer Order #' {unique #}, 'Filler Order #:' POC{unique#}, 'Test Code:' 52484-3, this is the 'LOINC Code', 'Test Description:' ABG 'Vendor Name: {Vendor Name} Close the form Access the 'Review Results' form. Select "Client A" in the 'Client ID' field. Select the result for the "ABG" order in the 'Select Result' field Validate the 'Order' field contains: 'Order Number:'{unique #}, 'Order Date/Time:' {Date and Time the order was created}, 'Order Code/Description:' Arterial Blood Gases (ABG) (ABG). Validate the 'Results' field contains: SUMMARY (1925-7) Base excess BldA C 3.5 mmol/L (H) Above high normal, (1960-4) HCO3 BldA-sCnc 5.5 mmol/L (LL) Below lower panic limits, (2019-8) pCO2 BldA Close the form. Validate that "Client A" is selected and select the 'eMAR' widget. Click the 'Lab Orders' tab. Validate that an order for "Arterial Blood Gases" is displayed with the "Specimen Collection Time" in the first cell under the current date. Validate that an order for "COVID Rapid (Unit performed)" is displayed with "Specimen Collect" in the first cell under the current date. Validate that an order for "Glucose-Blood" is displayed with "Specimen Collect" in the first cell under the current date. Double click the cell that contains the 'Specimen Collection Time' for the 'Arterial Blood Gases' order. Validate the 'Specimen Collection' dialog is displayed. Validate the 'ABG Details' tab is displayed. Click the 'ABG Details' tab. Validate that all fields are disabled. Validate the 'Site' field contains "Right Radial". Validate that "Other" is selected in the 'Held for' field. Validate the 'Held For (Other)' contains "TBD". Validate that "Other" is selected in the 'Puncture Attempts' field. Validate that the 'Puncture Attempts (Other)' field contains "3". Validate that the 'Type of Oxygen Therapy' field contains "Non Invasive Ventilation". Validate that the 'Non-Invasive Ventilation Mode' field contains "NIV ST". Validate the 'PEEP/CPAP (cmH2O)' field contains "1". Validate the 'C-Flex' field contains "2". Validate the 'IPAP (cmH2O)' field contains "3". Validate the 'Rate' field contains "4". Validate the 'NPPV Inspiratory Pressure (cmH2o)' field contains "5". Validate the 'I time (secs)' field contains "6". Validate the 'Rise' contains "7". Validate the 'MIN P (AVAPS minimum IPAP) (cmH2O)' field contains "8". Validate the 'Vent Rate (bpm)' field contains "9". Validate the 'Ramp Time (mins)' field contains "10". Validate the 'FiO2 %' field contains "11". Validate the 'EPAP (cmH2O)' field contains "12". Validate the 'Pressure Support (cmH2O)' field contains "13". Validate the 'NPPV Pressure Support (cmH2O)' field contains "14". Validate the 'TI Max (secs)' contains "15". Validate the 'VT AVAPS Target Tidal Volume (mL)' field contains "16". Validate the 'MAX P (AVAPS maximum IPAP) (cmH2O)' field contains "17". Scenario 2: eMAR - Specimen Collection in Avatar eMAR with an associated non-episodic CWS User modeled form, editing the collection and voiding the collection. Specific Setup: Avatar eMAR 2021 Update 23, Avatar CWS 2021 Update 90, RADplus 2021 Update 118, and myAvatar Client Update 2513-004 or 3201-004 must be installed to make use of this functionality. A lab order code must exist. (Arterial Blood Gases) A non-episodic CWS user modeled form must exist in the application. (ABG Details) An 'Observation Definition' and 'Test Definition' must exist in the 'POC Results Entry Configuration' form for "Arterial Blood Gases" that uses the non-episodic CWS user modeled form that was imported to be displayed upon collection and "Yes" selected in the 'Include Form Data as Result Comments' field. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "Client A" must have access to the non-episodic CWS user modeled form "ABG Details" in 'Chart View'. Steps Select "Client A" and access the Order Entry Console. Search for and select "Arterial Blood Gases (ABG)" in the 'New Order' field. Set the 'Duration' field to "10" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "Arterial Blood Gases". Select the 'eMAR' widget. Click the 'Lab Orders' tab. Validate that an order for "Arterial Blood Gases" is displayed with "Specimen Collect" in the first cell under the current date. Complete 'Order Acknowledgement' and 'Client Education' for all orders. Select the first cell under the current date with "Specimen Collect" for the "Arterial Blood Gases" order. Click [Administer] Validate that the 'Specimen Collect' dialog is displayed and that "ABG Details", which is the non-episodic CWS user modeled form name of the form associated with this order code in the 'Test Definition' section of the 'POC Results Entry Configuration' form is displayed on a tab next to the 'Specimen Collection'' tab. Select "Blood" in the 'Specimen Type' field. Select "No" in the 'Fasting' field. Select "Blood Culture Bottles" in the 'Specimen Container' field. Set the 'Collection Volume' field to "250". Set the 'Collection Volume Units of Measure' field to "mL". Validate "ABG Details", which is the non-episodic CWS user modeled form name of the form associated with this order code in the 'Test Definition' section of the 'POC Results Entry Configuration' form is displayed on a tab next to the 'Specimen Collection'' tab. Click the 'ABG Details' tab. Set the 'Site' field to "Right Radial". Select "Other" in the 'Held for' field. Validate the 'Held for (Other)' field is required and enabled. Check the 'Accept specimen collection entered' checkbox and click [Ok]. Validate a message is displayed stating "Missing Required Fields ABG Details - Held For (Other)" and click [Ok]. Set the 'Held for (Other)' field to "30 minutes". Select "1" in the 'Puncture Attempts' field. Select "Nasal Cannula" in the 'Type of Oxygen Therapy' field. Set the 'lpm (Nasal Cannula)' field to "2". Check the 'Accept specimen collection entered' checkbox and click [Ok]. Validate the first cell under the current date for the "Arterial Blood Gases" order contains the time the specimen was collected. Go to 'Chart View' for "Client A". Select "ABG Details". Validate the 'Current' tab contains "ABG Details Site: Right Radial Held for: Other Held for (Other): 30 minutes Puncture Attempts: 1 Type of Oxygen Therapy: Nassal Cannula lpm (Nasal Cannula): 2". Close Chart View Select "Client A" and click the 'eMAR' widget. Select the 'Lab Orders' tab. Validate the order for "Arterial Blood Gases" is displayed with a collection time in the first cell under the current date for the "Arterial Blood Gases" order. Double Click the collected cell. Validate the 'Specimen Collection' dialog is displayed. Validate the 'Specimen Type' cell contains "Blood". Validate the 'Fasting' cell contains "No". Validate the 'Specimen Container' cell contains "Blood Culture Bottles". Validate the 'Collection Volume' cell contains "250". Validate the 'Collection Volume Units of Measure' cell contains "mL". Verify the 'ABG Details' tab is displayed. Click the 'ABG Details' tab Validate that all fields are disabled. Validate the 'Site' field contains "Right Radial". Validate that "Other" is selected in the 'Held For' field. Validate the 'Held for (Other)' field contains "30 minutes". Validate that "1" is selected in the 'Puncture Attempts' field. Validate the 'Type of Oxygen Therapy' field contains "Nasal Cannula". Validate the 'lpm (Nasal Cannula)' field contains "2". Click [Close] and [Refresh]. Right click the administered cell under the current date for the "Arterial Blood Gases" order and select "Edit Collection Event". Validate the 'Specimen Collection' dialog is displayed. Validate that all fields are enabled. Validate the 'Specimen Type' cell contains "Blood". Validate the 'Fasting' cell contains "No". Validate the 'Specimen Container' cell contains "Blood Culture Bottles". Validate the 'Collection Volume' cell contains "250". Validate the 'Collection Volume Units of Measure' cell contains "mL". Verify the 'ABG Details' tab is displayed. Click the 'ABG Details' tab Validate that all fields are enabled Validate the 'Site' field contains "Right Radial". Validate that "Other" is selected in the 'Held For' field. Validate the 'Held for (Other)' field contains "30 minutes". Validate that "1" is selected in the 'Puncture Attempts' field. Validate the 'Type of Oxygen Therapy' field contains "Nasal Cannula". Validate the 'lpm (Nasal Cannula)' field contains "2". Set the 'lpm (Nasal Cannula)' field to "1". Click [Submit Edit]. Validate the first cell under the current date for the "Arterial Blood Gases" order now contains an edit indicator. Go to 'Chart View' for "Client A". Select "ABG Details". Validate the 'Current' tab contains "ABG Details Site: Right Radial Held for: Other Held for (Other): 30 minutes Puncture Attempts: 1 Type of Oxygen Therapy: Nassal Cannula lpm (Nasal Cannula): 1". Select "Client A" and click the 'eMAR' widget. Select the 'Lab Orders' tab. Validate the order for "Arterial Blood Gases" is displayed with a collection time and an edit indicator in the first cell under the current date. Click [Refresh]. Right click the administered cell under the current date for the "Arterial Blood Gases" order and select "Void Collection Event". Validate the 'Specimen Collection' dialog is displayed. Validate that all fields are disabled. Validate the 'Specimen Type' cell contains "Blood". Validate the 'Fasting' cell contains "No". Validate the 'Specimen Container' cell contains "Blood Culture Bottles". Validate the 'Collection Volume' cell contains "250". Validate the 'Collection Volume Units of Measure' cell contains "mL". Verify the 'ABG Details' tab is displayed. Click the 'ABG Details' tab Validate that all fields are enabled Validate the 'Site' field contains "Right Radial". Validate that "Other" is selected in the 'Held For' field. Validate the 'Held for (Other)' field contains "30 minutes". Validate that "1" is selected in the 'Puncture Attempts' field. Validate the 'Type of Oxygen Therapy' field contains "Nasal Cannula". Validate the 'lpm (Nasal Cannula)' field contains "2". Set the 'lpm (Nasal Cannula)' field to "1". Click [Submit Void]. Validate a message is displayed stating "Are you sure you want to void this Event?" and click [Yes]. Validate that no collection time and no edit indicator is displayed in the first cell under the current date for the "Arterial Blood Gases" order. Validate that "1 Void exists" in the red font in the top left corner of the 'Order Description' for the "Arterial Blood Gases" order. Scenario 3: Specimen Collection in Avatar eMAR with an associated non-episodic CWS User modeled form displayed when entering a result in the 'POC Results Entry' form with table validation Specific Setup: Avatar eMAR 2021 Update 23, Avatar CWS 2021 Update 90, RADplus 2021 Update 118, and myAvatar Client Update 2513-004 or 3201-002 must be installed to make use of this functionality. A lab order code must exist. (Arterial Blood Gases) A non-episodic CWS user modeled form must exist in the application. (ABG Details) An 'Observation Definition' and 'Test Definition' must exist in the 'POC Results Entry Configuration' form for "Arterial Blood Gases" that uses the non-episodic CWS user modeled form that was imported to be displayed upon collection and "Yes" selected in the 'Include Form Data as Result Comments' field. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "Client A" must have access to the non-episodic CWS user modeled form "ABG Details" in 'Chart View'. Steps Select "Client A" and access the Order Entry Console. Search for and select "COVID Rapid (Unit performed) (COVIDUNIT)" in the 'New Order' field. Select "One Time Only" in the 'Frequency' field. Set the 'Duration' field to "10" and click [Days] Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "COVID Rapid (Unit performed)ONE TIME ONLY". Select the 'eMAR' widget. Click the 'Lab Orders' tab. Validate that an order for "COVID Rapid (Unit performed)" is displayed with "Specimen Collect" in the first cell under the current date. Complete 'Order Acknowledgement' and 'Client Education' for all orders. Select the first cell under the current date with "Specimen Collect" for the "COVID Rapid (Unit Performed)" order and click [Administer]. Validate that the 'Specimen Collect' dialog is displayed and that there is no additional tab displayed. Select any value in the 'Specimen Type' cell. Select any value in the 'Specimen Container' cell. Check the 'Accept specimen collection entered' checkbox and click [Ok]. Validate the first cell under the current date for the "COVID Rapid (Unit Performed)" order contains the 'Specimen Collection Time'. Access the 'POC Results Entry' field. Validate that "No" is selected in the 'Include Inactive Orders' field. Select the "COVID Rapid" order in the 'Order' field. Validate that "No" is selected in the 'Include Resulted Collections' field Validate the 'Collection' field has a default value of the collection that was done for the "COVID Rapid" order in Avatar eMAR. Validate that the 'Add/Correct/Void' field is required, disabled and has "Add" selected by default. Validate that the 'Order details' field contains the 'Order #' = unique #, 'Order Status' = "Active", 'Order Type' = "Lab", "Order Code" = "Arterial Blood Gases", 'Order Date' = Date and time that the order was created, 'Start Date' = 'Start Date' and 'Start Time". Validate the 'Collecting Staff' field is required, disabled and contains the staff member associated with the user who is logged into the application in the format of last name,first name (STAFFID). Validate that the 'Specimen Type' field is required, disabled, and contains the value selected in the 'POC Results Entry Configuration' form. Validate that the 'Specimen Collection Date' field is required, disabled and contains the date that the collection took place. In this case it will contain the current date. Validate that the 'Specimen Collection Time' field is required, disabled and contains the time the collection took place. Validate that the 'Result Date' field is required, enabled and contains the current date. Validate that the 'Result Time' field is required, enabled and contains the current time. Validate that there is a section that contains the name of the associated non-episodic CWS user modeled form. In this case it is "COVID Details". Validate that all fields are enabled. Populate all fields when applicable. Validate that there is a 'Results' section. Validate that there is a 'SARS-CoV Urb RNA Nose Ql PCR' field that is required. Click [File]. Validate a message is displayed stating "Required field missing" and click [OK]. Select "negative" in the 'SARS-CoV Urb RNA Nose Ql PCR' field and click [File]. Go to 'Chart View' for "Client A". Select "COVID Details". Validate the 'Current' tab displays the date and time the information was submitted and by whom in the formation of: Submitted [Date of Submission] at [Time of Submission] by [Staff Member who submitted it in the format first name last name]. Close Chart View. Create a report using the 'SYSTEM.result_header' table and include following fields: 'PATID', 'filler_order_number', 'placer_order_number', 'specimen_collection_date', 'specimen_collection_time', and 'universal_svc_id_value'. Filter the report by selecting "Client A's" PATID in the 'PATID' field. Filter the report a second time by selecting the 'Order #' in the 'placer_order_number' field. Validate that one row of data is displayed. Validate the 'filler_order_number' field contains "POC##". The # is unique. Validate that the 'specimen_collection_date' field contains the date that the specimen collection took place, which in this case would be the current date. Validate that the 'specimen_collection_time' field contains the time that the specimen collection took place, which in this case would be the time that shows in the first cell under the current date for the "COVID Rapid" order in Avatar eMAR. Validate that 'universal_svc_id_value' contains "COVID Rapid". Create a report using the 'SYSTEM.result_details' table and include following fields: 'PATID', 'filler_order_number', 'placer_order_number', 'observation_id_value', 'observation_value', and 'universal_svc_id_value'. Filter the report by selecting "Client A's" PATID in the 'PATID' field. Filter the report a second time by selecting the 'Order #' in the 'placer_order_number' field. Validate that one row of data is displayed. Validate the 'filler_order_number' field contains "POC##". The # is unique and this value is the same for all six rows. Validate the 'universal_svc_id_value' field contains "COVID Rapid". Validate the 'observation_id_value' is "SARS-CoV Urb RNA Nose Ql PCR". Validate the 'observation value' contains "neg". Select "Client A" and access the 'View Results' form. Click [Display Results List/Select Result To View/Print] Select the result for the "COVID Rapid" order in the 'Select Result' field and click [OK]. Validate the 'Result Information' filed contains "HEADER INFORMATION Placer Order # {unique#} Filler Order #: POC{unique#} Test Code: {LOINC code}Test Description: COVID Rapid Vendor Name: {Vendor Name in the 'POC Results Entry Configuration' form}. Ordering Practitioner: last name,first name (STAFFID) Result Status Code: Final results; results stored and verified. Can only be changed with a corrected result. (F) Specimen Collected Date: {Date the specimen was collected} Specimen Collected Time: {time the specimen was collected} DETAIL INFORMATION Observation ID Code: {unique#} Observation ID Value: SARS-CoV Urb RNA Nose Ql PCR Observation ID Type: LN Observation Reference Range: pos Observation Result Status Code: Final result - can only be changed with a corrected result (F) Observation Value: neg Observation Date: {date} Observation Time: {time} Responsible Observer: last name,first name. Close the form. Access the 'Review Results' form. Select "Client A" in the 'Client ID' field. Select the result for the "COVID Rapid" order in the 'Select Result' field Validate the 'Order' field contains: 'Order Number:'{unique #}, 'Order Date/Time:' {Date and Time the order was created}, 'Order Code/Description:' COVID Rapid (Unit Performed) (COVIDUNIT). Validate the 'Results' field contains: SUMMARY(33966-3) SARS-CoV Urb RNA neg TEST INFORMATION Placer Order #: {Order#} Filler Order #: POC{unique#} Test Code / Description: (33966-3) COVID Rapid [LN] Vendor Name: {Vendor Name in the 'POC Results Entry Configuration' form}. Ordering Practitioner: last name,first name (STAFFID) Result Status Code: (F) Final results; results stored and verified. Can only be changed with a corrected result. Specimen Collected Date/Time: {Date and Time the specimen was collected. DETAIL INFORMATION Observation ID: (33966-3) SARS-CoV Urb RNA Nose Ql PCR [LN] Observation Value: neg Observation Reference Range: pos Observation Date/Time:{Date and Time} Responsible Observer: last name,first name}. Scenario 4: eMAR - Multiple Specimen Collection in Avatar eMAR with associated non-episodic CWS User modeled forms Specific Setup: Avatar eMAR 2021 Update 23, Avatar CWS 2021 Update 90, RADplus 2021 Update 118, and myAvatar Client Update 2513-004 must be installed to make use of this functionality. Multiple lab order codes must exist. (Arterial Blood Gases, COVID Rapid, Glucose - Blood) A non-episodic CWS user modeled form must exist in the application for the order codes above. (ABG Details, COVID Details, Blood Glucose) An 'Observation Definition' and 'Test Definition' must exist in the 'POC Results Entry Configuration' form for each lab test. "Arterial Blood Gases" that uses the non-episodic CWS user modeled form that was imported to be displayed upon collection and "Yes" selected in the 'Include Form Data as Result Comments' field. "COVID Rapid" that uses the non-episodic CWS user modeled form that was imported to be displayed upon result and "No" selected in the 'Include Form Data as Result Comments' field. "Glucose - Blood" that uses the non-episodic CWS user modeled form that was imported to be displayed upon collection and "Yes" selected in the 'Include Form Data as Result Comments' field. A client must have an active episode. (Client A) “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. Steps Select "Client A" and access the Order Entry Console. Search for and select "Glucose - Blood" in the 'New Order' field. Set the 'Duration' field to "10" and click [Days]. Click [Add to Scratchpad]. Search for and select "COVID Rapid (Unit performed) (COVIDUNIT)" in the 'New Order' field. Select "One Time Only" in the 'Frequency' field. Set the 'Duration' field to "10" and click [Days]. Click [Add to Scratchpad]. Search for and select "Arterial Blood Gases (ABG)" in the 'New Order' field. Set the 'Duration' field to "10" and click [Days]. Click [Add to Scratchpad]. Search for and select "Arterial Blood Gases (ABG)" in the 'New Order' field. Set the 'Duration' field to "10" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains two orders for "Arterial Blood Gases", one order for "COVID Rapid (Unit performed)ONE TIME ONLY", and one order for "Glucose - Blood" Select the 'eMAR' widget. Click the 'Lab Orders' tab. Validate that two orders for "Arterial Blood Gases" are displayed with "Specimen Collect" in the first cell under the current date for both orders. Validate that an order for "COVID Rapid (Unit performed)" is displayed with "Specimen Collect" in the first cell under the current date. Validate that an order for "Glucose-Blood" is displayed with "Specimen Collect" in the first cell under the current date. Complete 'Order Acknowledgement' and 'Client Education' for all orders. Select the first cell under the current date with "Specimen Collect" for each order and click [Administer]. Validate that there are 4 rows on the 'Specimen Collection' tab, one for each order. Select "Blood for all 4 rows" in the 'Specimen Type' cells. Select "No" for all 4 rows in the 'Fasting' cells. Set the 'Collection Volume' cells to "200" for all 4 rows. Set the 'Collection Volume Units of Measure' cells to "mL" for all 4 rows. Validate that the 'Specimen Collect' dialog is displayed and that one "ABG Details" tab and a "Blood Glucose" tab is displayed on a tab next to the 'Specimen Collection'' tab. These are the non-episodic CWS user modeled form names of the forms associated with these order codes in the 'Test Definition' section of the 'POC Results Entry Configuration' form. Click the 'ABG Details' tab. Select "Left Radial" in the 'Site' field. Select "Other" in the 'Held for' field. Set the 'Held for (Other)' field to "1 hour". Select "1" in the 'Puncture Attempts' field. Select "Nasal Cannula" in the 'Type of Oxygen Therapy' field. Set the 'lpm (Nasal Cannula)' field to "2". Click the 'Blood Glucose' tab. Validate the 'Date Of Entry' field is required and enabled. Validate the 'NAME' field is required and enabled. Validate the the 'Secondary Glucose Entry' field is not required and enabled. Check the 'Accept specimen collection entered' checkbox and click [Ok]. Validate a message is displayed stating "Missing Required Fields Blood Glucose - Date Of Entry Blood Glucose - NAME" and click [Ok]. Set the 'Date Of Entry' field to "abc" and press Tab. Validate a message is displayed stating "Invalid date" and click [OK]. Set the 'Date Of Entry' field to the current date. Set the 'NAME' field to "Client A's last name, Client A's first name" and press Tab. Set the 'Secondary Glucose Entry' field to "92" and click [Ok]. Validate that the first cell under the current date for each order has the time the specimen was collected. Go to 'Chart View' for "Client A". Select "ABG Details" and validate that the 'Current' tab contains "ABG Details Site: Left Radial Held for: Other Held For (Other): 1 hour Puncture Attempts: 1 Type of Oxygen Therapy: Nasal Cannula lpm (Nasal Cannula): 2" Select "Blood Glucose" and validate that the 'Current' tab contains "Blood Glucose Date Of Entry: {current date} NAME: {Client A's last name, first name} Secondary Glucose Entry: 92". Close Chart View. Select "Client A" and access the 'POC Results Entry' form. Validate that "No" is selected in the 'Include Inactive Orders' field. Select the "Arterial Blood Gases" order with the largest Order # in the 'Order' field. Validate that "No" is selected in the 'Include Resulted Collections' field. Validate the 'Collection' field contains the collection that was done for the "Arterial Blood Gases" order in Avatar eMAR. Validate that there is a section that contains the name of the associated non-episodic CWS user modeled form. In this case it is "ABG Details". Validate that all of the same fields that existed on the 'ABG Details' tab in Avatar eMAR are displayed here. Validate that all fields are disabled. Validate the 'Site' field contains "Left Radial". Validate that "Other" is selected in the 'Held for' field. Validate that the 'Held For (Other)' field contains "1 hour". Validate that "1" is selected in the 'Puncture Attempts' field. Validate the 'Type of Oxygen Therapy' field contains "Nasal Cannula". Validate the 'lpm (Nasal Cannula)' field contains "2". Select the other "Arterial Blood Gases" order in the 'Order' field. Validate that there is a section that contains the name of the associated non-episodic CWS user modeled form. In this case it is "ABG Details". Validate that all of the same fields that existed on the 'ABG Details' tab in Avatar eMAR are displayed here. Validate that all fields are disabled. Validate the 'Site' field contains "Left Radial". Validate that "Other" is selected in the 'Held for' field. Validate that the 'Held For (Other)' field contains "1 hour". Validate that "1" is selected in the 'Puncture Attempts' field. Validate the 'Type of Oxygen Therapy' field contains "Nasal Cannula". Validate the 'lpm (Nasal Cannula)' field contains "2". Select the "Glucose - Blood" order in the 'Order' field. Validate that there is a section that contains the name of the associated non-episodic CWS user modeled form. In this case it is "Blood Glucose". Validate that all of the same fields that existed on the 'Blood Glucose' tab in Avatar eMAR are displayed here. Validate that all fields are disabled. Validate the 'Date Of Entry' field contains the current date. Validate the 'NAME' field contains "Client A's last name,first name". Validate that the 'Secondary Glucose Entry' field contains "92". Select the "COVID Rapid" order in the 'Order' field. Validate that "No" is selected in the 'Include Resulted Collections' field. Validate the 'Collection' field contains the collection that was done for the "COVID Rapid (Unit Performed)" order in Avatar eMAR. Validate that all fields are not required and enabled. Click [Cancel].	Topics • Avatar eMAR • Avatar Login • eMAR
AV-77956 Summary \| Details Medical Note - "Notify" option on the Document Routing screen Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Confirm Document Finalize HomeView.My To Do's Note Details Review To Do Item Route Document To Scenario 1: Allow notifications without an approver during progress note sign off with Document Routing Specific Setup: Have two users: [UserA] and [UserB] Both users have the "My To Do's" widget on their home view Document Routing is enabled in the 'Document Routing Setup' form for [UserA] Select "Yes" in the 'Allow Notifications When Final' field Select "Yes" in the 'Allow Notifications With No Approvers' field [UserA] has an existing client with an existing progress note with all the required fields filled out [ClientA] Steps Log into Avatar as [UserA]. Select [ClientA] and select the Medical Note widget. Click [Select Note]. Select [Edit] from the "Client's E&M Appointment" row. Verify the existence of the “Facesheet” tab. Complete all required fields on "Document" and "Finalize" tabs. Click the "Finalize" tab and complete all the required fields. Click [Generate Note]. Select "Complete" in the 'Completion Status' field. Click [Signed Off]. Verify Sign Off process completes. Verify the existence of the 'Document Routing' form. At the "Confirm Document" screen, click [Accept and Route/Notify]. Enter the password for [UserA] in the 'Verify Password' field. Click [OK]. At the "Route Document To" screen, search for [UserB] in the "Add Users to Notify When Final" field. Click [Add]. Validate the [Submit] button is enabled since "Allow Notifications With No Approvers" set to "Yes" for [UserA] in the 'Document Routing Setup' form. Validate [UserB] is added to be notified and the "Notify" check box is selected. Search for [UserA] in the "Add Approver" field. Click [Add]. Validate [UserA] is added as an "Approver" and the "Approver" check box is selected. Click [Submit]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Approve Document]. Click [Accept]. Enter the password for [UserA] in the 'Verify Password' field. Click [OK]. Validate the To Do is removed from the list. Log in as [UserB]. Navigate to the "My To Do's" widget. Locate the To Do just routed and click [Review To Do Item]. Click [Reviewed] and [Submit]. Validate the To Do is removed from the list.	Topics • Medical Note • Middleware Updates • Progress Notes
AV-77957 Summary \| Details Avatar eMAR - Sliding Scale Insulin 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 Sliding Scale Insulin Template Setup Scenario 1: NX - Variable Sliding Scale Insulin Template 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 Access the 'Sliding Scale Insulin Template Setup' form. Select 'Add New Template' from the 'Add/Edit Sliding Scale Insulin Template' field. Set the 'New Sliding Scale Insulin Template' field to "test_template". Set the 'Sliding Scale Insulin Template Description' field to "test template". Set the 'Period 1 Column Name' field to "Unit(s) before the first period". Set the 'Period 2 Column Name' field to "Unit(s) before the second period". Set the 'Period 3 Column Name' field to "Unit(s) before the third period". Set the 'Period 4 Column Name' field to "Unit(s) before the fourth period". Click [Sliding Scale Insulin Template Details]. Validate the 'Sliding Scale Insulin Template Setup' grid displays and click [New Row]. Set the 'Blood Glucose From' field to "0". Set the 'Blood Glucose Up To' field to "150". Set the 'Unit(s) before the first period' field to "1". Set the 'Unit(s) before the second period' field to "1". Set the 'Unit(s) before the third period' field to "1". Set the 'Unit(s) before the fourth period' field to "1" and click [New Row]. Set the 2nd 'Blood Glucose From' field to "151". Set the 2nd 'Blood Glucose Up To' field to "300". Set the 2nd 'Unit(s) before the first period' field to "2". Set the 2nd 'Unit(s) before the second period' field to "2". Set the 2nd 'Unit(s) before the third period' field to "2". Set the 2nd 'Unit(s) before the fourth period' field to "2" and click [New Row]. Set the 3rd 'Blood Glucose From' field to "301". Set the 3rd 'Blood Glucose Up To field' to "500". Set the 3rd 'Unit(s) before the first period' field to "4". Set the 3rd 'Unit(s) before the second period' field to "4". Set the 3rd 'Unit(s) before the third period' field to "4". Set the 3rd 'Unit(s) before the fourth period' field to "4" and click [Save] and [Submit]. Validate a message displays stating "Sliding Scale Insulin Template Setup has completed. Do you wish to return to form?" and click [No]. Access the 'Order Code Setup' form. Select 'Edit Existing Code' from the 'Add/Edit Order Code' field. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" from the 'Existing Order Code' field. Check the 'Enable Sliding Scale Insulin Instructions' checkbox and click [Submit]. Validate a message is displayed stating "Order Code Setup has completed. Do you wish to return to form?" and click [No]. Select "Client A" and access the Order Entry Console. Search for and select "HUMALOG 100 UNITS/1 ML SOLUTION INJECTION" from the 'New Order' field. Click [Sliding Scale Instructions]. Select "test template" from the 'Template Combo' field and click [Save]. Select "AS NEEDED" from the 'Freq' field. Set the 'Duration' field to "12" and click [Days]. Click [Add to Scratchpad] and [Sign]. Validate the 'Order grid' contains an order for "HUMALOG 100 UNITS/1 ML INJECTION SOLUTION AS NEEDED". Access the 'eMAR' widget. Validate an order for "Humalog" is displayed with no hours of administration under the current date. Select a cell under the current date for the "Humalog" order and click [Administer]. Perform 'Order Acknowledgement' and 'Client Education' for the "Humalog" order. Validate the 'Administration Event' dialog is displayed. Set the 'Med ID' cell to the NDC of the "Humalog" order (00002-7510-17) and click [SSI]. Set the 'Blood Glucose (mg/dL)' field to "120" and press Tab. Validate the correct cell is selected and click [Select Dose]. Validate the 'Qty' cell is equal to the value selected in the 'Sliding Scale Insulin' dialog. Select any successful administration event from the 'Administration Event' field. Check the 'Accept administration information entered' checkbox and click [OK]. Validate the first cell under the current date contains "1 Unit" and the time administered. Access the 'Sliding Scale Insulin Template Setup' form. Select 'Edit Existing Template' from the 'Add/Edit Sliding Scale Insulin Template' field. Select "test template (test_template)" from the 'Existing Sliding Scale Insulin Template' field. Validate a message is displayed stating "You are editing a 'Sliding Scale Insulin Template' that has been used on actual orders. As such, the Period 'Column Name' and 'Active' prompts have been disabled." and click [OK].	Topics • Order Entry Console
AV-77958 Summary \| Details Admission Med Reconciliation - 'Order Entry Source' Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following: Admission Orders This Episode Scenario 1: Admission Med Reconciliation - 'Order Entry Source' in Pending Admission. Specific Setup: The user logged into the application must have the 'Client Reported' checkbox checked in the 'Default to Client Reported in Home Medications' field in 'Order Entry User Definition'. Please log out of the application and log back in after completing the above configuration. Two users must exist in the application: One whose 'Order Entry Source' is restricted to ""Hand-Written" and "Verbal/Telephone" (User A) and one whose 'Order Entry Source' is not restricted (User B). A client must have an active pre-admit episode (Client A). “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form. "User B" must be logged into the application. Steps Select “Client A” and access the Order Entry Console. Search for and select "AMBIEN 10 MG TABLET ORAL (Schedule IV)" in the 'New Order' field. Set the 'Dose' field to "1". Select "Tablet" from the 'Dose Unit' field. Select "AS NEEDED" from the 'Freq' field. Set the 'Duration' field to "11" and click [Days]. Select any value from the 'Reason' field. Click [Add to Scratchpad] and [Sign]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the ‘Order grid’ contains the order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 Tablet, AS NEEDED". Click the 'Home Medications' tab. Uncheck the 'Client Reported' checkbox. Select any value in the 'Program' field. Search for and select "PriLOSEC 10 MG ORAL Capsule" in the 'New Order' field. Set the 'Dose' field to "1". Validate the 'Dose Unit' field contains "Capsule". Select "TWICE A DAY" in the 'Frequency' field. Select any value from the 'Diagnosis' field. Set the 'Days Supply' field to "11" and press Tab. Validate the 'Dispense Qty' field contains "22". Validate the 'Dispense Qty Unit' field contains "Capsule". Validate the 'Directions' field contains "Take one (1) capsule by mouth twice a day". Click [Add to Scratchpad] and [Final Review]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'Final Review' dialog is displayed and click [Sign]. Validate the ‘Order grid’ contains an order for "PriLOSEC 10 MG ORAL Capsule, Delayed Release Take one (1) capsule by mouth twice a day (Refills: 0, Disp. Qty: 22 Capsule)". Click the 'Admission Reconciliation' tab. Validate the 'Home Medications (Pre-Admission)' order grid contains an order for "PriLOSEC 10 MG ORAL Capsule, Delayed Release Take one (1) capsule by mouth twice a day (Refills: 0, Disp. Qty: 22 Capsule)" and the 'Inpatient Medication Scratchpad' contains an order for "AMBIEN 10 MG ORAL TABLET (Schedule IV)1 Tablet, AS NEEDED". Select the "PriLOSEC" order in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad]. Validate the "PRILOSEC" order is displayed in the 'Inpatient Medications Scratchpad' with a red flag in the 'Action' column. Select the "PRILOSEC" order. Set the 'Duration' field to "11" and click [Days]. Validate the 'Days Supply' field contains "11". Validate the 'Dispense Qty' field contains "22". Select "Capsule" in the 'Dispense Qty Unit' field. Click [Update Order]. Select "Original Computer Entry" from the 'Source' field. Click [Finalize for Admission]. Validate the 'Interactions' dialog is displayed. Override all interactions and click [Save Override and Exit]. Validate the 'New Order' field is in view only mode. Log out of the application and log back in as "User A". Select "Client A" and access the Order Entry Console. Click the 'Admission Reconciliation' tab. Validate the 'Source' field contains the previously selected value. Validate the 'Ordering Practitioner' field contains the previous value. Click the [Restart Reconciliation]. Validate a message is displayed stating: "Clicking restart will discard all current changes. Are you sure you wish to restart?" and click [Yes]. Select the "PriLOSEC 10 MG ORAL Capsule, Delayed Release" order in the 'Home Medications (Pre-Admission)' order grid and click [Add to Scratchpad]. Validate the "PRILOSEC" order is displayed in the 'Inpatient Medications Scratchpad' with a red flag in the 'Action' column. Validate the 'Ordering Practitioner' field contains the staff member associated with "User B". Validate the 'Source' field contains "Hand-Written" and "Verbal/Telephone". Select "Hand-Written" in the 'Source' field. Select the 'HomeView'. Access the 'Admission' form and click [Edit]. Select any inpatient program in the 'Program' field and fill out all required fields. Click the 'Inpatient/Partial/Day Treatment' field. Fill out all required fields and click [Submit]. Deselect "Client A". Select "Client A" and access the Order Entry Console. Click the 'Admission Reconciliation' tab. Validate the 'Ordering Practitioner' field contains the previous selected value. Validate the 'Source' field contains the previously selected value.	Topics • NX • Order Entry Console