Skip to main content

RADplus Client Update 3392-005 Acceptance Tests

  1. Last updated
  2. Save as PDF
AV-77718 Summary | Details
Order Entry Console - external pharmacy mode - Note to Pharmacist
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Home Medications
  • Order Entry Console
Scenario 1: OE NX - Orders This Episode - special Characters in the free text fields while in external pharmacy mode
Specific Setup:
  • A client must have an active episode where the program or unit are set up in the 'External Pharmacy Setup' form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code. (Order Code A)
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Capsule".
  5. Select "As Needed" in the 'Freq' field.
  6. Populate any other required fields.
  7. Enter the following in the 'Addl Instructions' field: "This is test data that contains a degree° symbol and a character with an accent  as well as this em dash—."
  8. Enter the following in the 'Directions' field after the calculated value: "This is test data that contains a degree ° symbol and a character with an accent Ä as well as this em dash—."
  9. Enter the following in the 'Note To Pharmacist' field: "This is test data that contains a degree° symbol and a character with an accent  as well as this em dash—."
  10. Click [Add To Scratchpad] and [Final Review].
  11. An 'Interactions' dialog may be displayed.
  12. Override all interactions and click [Save Override and Exit].
  13. Validate that the 'Final Review' dialog is displayed.
  14. Validate that the 'Order Details' column contains: "Order Code A Take one (1) capsule by mouth as needed This is test data that contains a degree° symbol and a character with an accent  as well as this em dash-". Note: The em dash has been converted to a hyphen.
  15. Validate that there is a yellow note in the 'Order Details' column. Click it and validate it contains the following: "This is test data that contains a degree° symbol and a character with an accent  as well as this em dash-." Note: The em dash has been converted to a hyphen.
  16. Click [Close] and [Sign].
  17. Validate that the 'Order grid' contains the new order with the following in the 'Addl Instructions' column: "This is test data that contains a degree° symbol and a character with an accent  as well as this em dash-." Note: The em dash has been converted to a hyphen.
Scenario 2: OE NX - Note To Pharmacist - Copy, Reorder and Modify
Specific Setup:
  • The 'Default to Client Reported' checkbox must be checked in the 'Order Entry User Definition' form for the logged in user.
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG TABLET ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Click the 'Freq' field.
  6. Select "AS NEEDED" from the ‘Freq’ field.
  7. Set the ’Duration’ field to "14" and click [Days].
  8. Validate the 'Days Supply' field contains "14".
  9. Validate the 'Dispense Qty' field contains "14".
  10. Select "Tablet" from the 'Dispense Qty Unit' field.
  11. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  12. Set the 'Note to Pharmacist' field to " Testing, OTE".
  13. Click [Add to Scratchpad] and click [Final Review].
  14. Validate the 'Interactions' dialog is displayed.
  15. Override all interactions and click [Save Override and Exit].
  16. Validate the 'Final Review' dialog is displayed and click [Sign].
  17. Validate the 'Order grid' contains the order "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG ORAL 1 Tablet, AS NEEDED".
  18. Access the 'Home Medications' tab.
  19. Uncheck the 'Client Reported' checkbox.
  20. Search for and select "Benadryl Allergy 25 MG Tablet Oral" in the 'New Order' field.
  21. Set the 'Dose' field to "1".
  22. Select "TWICE A DAY" from the 'Frequency' field.
  23. Set the 'Days Supply' field to "15".
  24. Validate the 'Dispense Qty' field contains "30".
  25. Validate the 'Dispense Qty' field contains "Tablet".
  26. Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
  27. Set the 'Note to Pharmacist' field to "Testing, Home Meds".
  28. Click [Add to Scratchpad] and click [Final Review].
  29. Validate the 'Final Review' dialog is displayed and click [Sign].
  30. Validate the 'Order grid' contains the order "Benadryl Allergy 25 MG ORAL Tablet Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 30 Tablet)Note To Pharmacist: Testing, Home Meds".
  31. Access the 'Admission Reconciliation' tab.
  32. Validate the 'Home Medications (Pre-Admission)' grid contains the order "Benadryl Allergy 25 MG ORAL Tablet Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 30 Tablet)Note To Pharmacist: Testing, Home Meds".
  33. Validate the 'Inpatient Medications Scratchpad' contains the order "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG ORAL 1 Tablet, AS NEEDED".
  34. Select the "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG" in the 'Inpatient Medications Scratchpad'.
  35. Click [Modify].
  36. Validate the 'Dose' field contains "1".
  37. Validate the 'Dose Unit' field contains "Tablet".
  38. Validate the ‘Freq’ field contains "AS NEEDED".
  39. Validate the ’Duration’ field contains "14".
  40. Validate the 'Days Supply' field contains "14".
  41. Validate the 'Dispense Qty' field contains "14".
  42. Select "Tablet" from the 'Dispense Quantity Unit' field.
  43. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  44. Validate the 'Note to Pharmacist' field contains "Testing, OTE".
  45. Click [Update Order].
  46. Access the 'Discharge Reconciliation' tab.
  47. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Benadryl Allergy 25 MG Tablet Oral Take one (1) tablet by mouth twice a day (Refills: 0, Dispense Quantity: 30) Note To Pharmacist: Testing, Home Meds"
  48. Select the order for "Benadryl Allergy 25 MG Tablet Oral" from the 'Home Medications Scratchpad (Post-Discharge)'.
  49. Click [Reorder/Modify].
  50. Validate the 'Dose' field contains "1".
  51. Validate the 'Days Supply' field contains "15".
  52. Validate the 'Dispense Qty' field contains "30".
  53. Validate the 'Dispense Qty Unit' field contains "Tablet".
  54. Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
  55. Validate the 'Note to Pharmacist' field contain "Testing, Home Meds".
  56. Set the 'Note to Pharmacist' field to "Testing, Home Meds, Done".
  57. Click [Update Order].
  58. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Benadryl Allergy 25 MG Tablet Oral Take one (1) tablet by mouth twice a day (Refills: 0, Dispense Quantity: 30) Note To Pharmacist: Testing, Home Meds, Done".
  59. Access the 'Orders This Episode' tab.
  60. Validate the 'Order grid' contains "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG ORAL 1 Tablet, AS NEEDED".
  61. Select the order for "ADVIL ALLERGY & CONGESTION RELIEF".
  62. Click [Modify]
  63. Validate the 'Dose' field contains "1".
  64. Validate the 'Dose Unit' field contains "Tablet".
  65. Validate the ‘Freq’ field contains "AS NEEDED".
  66. Validate the ’Duration’ field contains "14".
  67. Validate the 'Days Supply' field contains "14".
  68. Validate the 'Dispense Qty' field contains "14".
  69. Validate the 'Dispense Qty Unit' field contains "Tablet".
  70. Set the 'Start Date' field to a date that is 13 days in the past.
  71. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  72. Validate the 'Note to Pharmacist' field to " Testing, OTE".
  73. Click [Add to Scratchpad] and click [Final Review].
  74. Validate the 'Interactions' dialog is displayed.
  75. Override all interactions and click [Save Override and Exit].
  76. Validate the 'Final Review' dialog is displayed and click [Sign].
  77. Validate the 'Order grid' contains the order "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG ORAL 1 Tablet, AS NEEDED".
  78. Select the order in the 'Order grid' and click [Reorder]
  79. Validate the 'Dose' field contains "1".
  80. Validate the 'Dose Unit' field contains "Tablet".
  81. Validate the ‘Freq’ field contains "AS NEEDED".
  82. Validate the ’Duration’ field contains "14".
  83. Validate the 'Days Supply' field contains "14".
  84. Validate the 'Dispense Qty' field contains "14".
  85. Validate the 'Dispense Qty Unit' field contains "Tablet".
  86. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  87. Validate the 'Note to Pharmacist' field contains "Testing, OTE".
  88. Click [Add to Scratchpad] and click [Final Review].
  89. Validate the 'Interactions' dialog is displayed.
  90. Override all interactions and click [Save Override and Exit].
  91. Validate the 'Final Review' dialog is displayed and click [Sign].
  92. Validate there are two orders in the 'Order grid'.
  93. Select the first order and click [Copy].
  94. Validate the 'Dose' field contains "1".
  95. Validate the 'Dose Unit' field contains "Tablet".
  96. Validate the ‘Freq’ field contains "AS NEEDED".
  97. Validate the ’Duration’ field contains "14".
  98. Validate the 'Days Supply' field contains "14".
  99. Validate the 'Dispense Qty' field contains "14".
  100. Validate the 'Dispense Qty Unit' field contains "Tablet".
  101. Validate the 'Directions' field contains "Take one (1) tablet by mouth as needed".
  102. Validate the 'Note to Pharmacist' field contains "Testing, OTE".
  103. Click [Add to Scratchpad] and click [Final Review].
  104. Validate the 'Interactions' dialog is displayed.
  105. Override all interactions and click [Save Override and Exit].
  106. Validate the 'Final Review' dialog is displayed and click [Sign].
  107. Validate the 'Order grid' contains the three orders for "ADVIL ALLERGY & CONGESTION RELIEF 4 MG-200 MG-10 MG ORAL 1 Tablet, AS NEEDED".
  108. Access the 'Home Medications' tab.
  109. Validate the 'Order grid' cell contains "Benadryl Allergy 25 MG ORAL Tablet Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 30 Tablet)Note To Pharmacist: Testing, Home Meds".
  110. Select the order and click [Modify].
  111. Validate the 'Dose' field contains "1".
  112. Validate the 'Dose Unit' field contains "Tablet".
  113. Validate the 'Days Supply' field contains "15".
  114. Validate the 'Dispense Qty' field contains "30".
  115. Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
  116. Validate the 'Note to Pharmacist' field contains "Testing, Home Meds".
  117. Click [Add to Scratchpad], [Final Review], and [Sign].
  118. Validate the 'Order grid' cell contains "Benadryl Allergy 25 MG ORAL Tablet Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 30 Tablet)Note To Pharmacist: Testing, Home Meds".
  119. Select the order and click [Reorder].
  120. Validate the 'Dose' field contains "1".
  121. Validate the 'Dose Unit' field contains "Tablet".
  122. Validate the 'Days Supply' field contains "15".
  123. Validate the 'Dispense Qty' field contains "30".
  124. Validate the 'Directions' field contains "Take one (1) tablet by mouth twice a day".
  125. Validate the 'Note to Pharmacist' field contains "Testing, Home Meds".
  126. Click [Add to Scratchpad], [Final Review], and [Sign].
  127. Validate the 'Order grid' contains "Benadryl Allergy 25 MG ORAL Tablet Take one (1) tablet by mouth twice a day (Refills: 0, Disp. Qty: 30 Tablet)Note To Pharmacist: Testing, Home Meds".
Topics
• Order Entry Console
AV-79407 Summary | Details
Avatar eMAR - Editing an administration
Scenario 1: eMAR - Edit Administration Event - Witness Required
Specific Setup:
  • Avatar eMAR 2023 Update 14 and RADplus Client 3392-005 must be installed to resolve this issue.
  • Two users must exist in the application. (User A) (User B)
  • A pharmacy-type order code (Order Code A) must be configured to require a witness in Avatar eMAR in the 'Order Code Setup' form. Please make note of the NDC for this order code.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "User A" must be logged into the application.
  • For testing purposes, this test is being conducted after "09:00 AM" and before "09:00 PM".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Set the 'Dose' field to "2".
  4. Select "Tablet" from the 'Dose Unit' field.
  5. Select "Twice a Day" from the 'Freq' field.
  6. Set the 'Duration' field to any value and click [Days].
  7. Set the 'Start Time' field to "12:00 AM".
  8. Click [Add to Scratchpad] and [Sign].
  9. Validate the 'Order grid' contains an order for "Order Code A".
  10. Access the 'eMAR' widget.
  11. Validate an order for "Order Code A" is displayed with "***WITNESS REQUIRED***" in red font with hours of administration at "0900" and "2100".
  12. Perform 'Order Acknowledgement' and 'Client Education' for the order.
  13. Click 'Click here to provider override reason'.
  14. Validate the 'Wristband Scan Override' dialog is displayed.
  15. Select "Wristband cannot be scanned" in the 'Please provider a reason for not scanning the client wristband' field and click [OK].
  16. Select the first cell under the current date for the order and click [Administer].
  17. Set the 'Med ID' cell to the NDC for "Order Code A" order.
  18. Validate the 'Qty' cell and 'Unit' cell remain populated
  19. Select any successful administration event in the 'Administration Event' field.
  20. Set the 'Witnessed By' field to a username for "User B" and press Tab.
  21. Set the 'Password' field to the password for the above mentioned user.
  22. Click [Warning-View].
  23. Validate the 'Interactions' dialog is displayed and contains an 'Administration Date/Time' tab.
  24. Override the interaction and click [OK].
  25. Check the 'Accept administration information entered' checkbox and click [OK].
  26. Validate that the first cell under the current date for the "Order Code A" order contains the amount given and the time administered.
  27. Right click on the administered cell for the "Order Code A" order and select "Edit Administration Event".
  28. Validate the 'Administered By' field contains the staff member associated with "User A".
  29. Set the 'Witnessed By' field to "User B" and press Tab.
  30. Set the 'Password' field to the password for the above mentioned user and click [Submit Edit].
  31. Validate that the first cell under the current date contains the amount administered and the administration time with an 'Edit' icon for the first cell under the current date for the "Order Code A" order.
  32. Right click on the administered cell for the "Order Code A" order and select "Edit Administration Event".
  33. Validate the 'Administered By' field contains the staff member associated with "User A".
  34. Set the 'Witnessed By' field to "User B" and press Tab.
  35. Set the 'Password' field to the password for the above mentioned user and click [Submit Edit].
  36. Validate that the first cell under the current date contains the amount administered and the administration time with an 'Edit' icon for the first cell under the current date for the "Order Code A" order.
Topics
• Order Entry Console
AV-79525 Summary | Details
Orders This Episode and Admission Reconciliation - Sliding Scale Insulin orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Orders This Episode
  • Order Entry Console
Scenario 1: OE NX - Order This Episode - Sliding Scale Insulin Orders with information in the Sliding Scale Insulin Instructions dialog - Additional Instructions
Specific Setup:
  • A Sliding Scale Insulin Template must exist. (High Blood Sugar)
  • A pharmacy-type order code must have the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (Order Code A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Click [Sliding Scale Instructions].
  4. Select "High Blood Sugar" in the 'Template' field.
  5. Validate the grid is populated with the information pertaining to the template selected and click [Save].
  6. Populate all remaining required fields.
  7. Validate the 'Instructions' field is disabled.
  8. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  9. Validate the [My Favorites - Star] is disabled.
  10. Click [Add to Scratchpad].
  11. Validate the order is displayed in the 'Scratchpad'.
  12. Select the order in the 'Scratchpad'.
  13. Validate the 'Instructions' field is disabled.
  14. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  15. Click [Cancel Update] and [Final Review].
  16. Validate the 'Final Review' dialog is displayed.
  17. Select "None" in the 'Output' field and click [Sign].
  18. Validate the new order for "Order Code A" is displayed in the 'Order grid'.
  19. Select the order and click [Copy].
  20. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [No].
  21. Validate the 'Instructions' field is disabled.
  22. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  23. Click [Add to Scratchpad] and [Final Review].
  24. Validate an 'Interaction' dialog is displayed.
  25. Override all interactions and click [Save Override and Exit].
  26. Validate the 'Final Review' dialog is displayed.
  27. Select "None" in the 'Output' field and click [Sign].
  28. Validate the two orders for "Order Code A" are displayed in the 'Order grid'.
  29. Select the first order and click [Modify].
  30. Validate the 'Instructions' field is disabled.
  31. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  32. Set the 'Start Date' field to a date that will make the 'Stop Date' of the order within the next 4 days.
  33. Click [Add to Scratchpad] and [Final Review].
  34. Validate an 'Interaction' dialog is displayed.
  35. Override all interactions and click [Save Override and Exit].
  36. Validate the 'Final Review' dialog is displayed.
  37. Select "None" in the 'Output' field and click [Sign].
  38. Validate the two orders for "Order Code A" are displayed in the 'Order grid'.
  39. Select the first order and click [Reorder].
  40. Validate the 'Instructions' field is disabled.
  41. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  42. Click [Add to Scratchpad] and [Final Review].
  43. Validate an 'Interaction' dialog is displayed.
  44. Override all interactions and click [Save Override and Exit].
  45. Validate the 'Final Review' dialog is displayed.
  46. Select "None" in the 'Output' field and click [Sign].
  47. Validate there are 3 orders for "Order Code A" in the 'Order grid'.
Scenario 2: OE NX - Admission Reconciliation - Sliding Scale Insulin Orders with information in the Sliding Scale Insulin Instructions dialog - Additional Instructions
Specific Setup:
  • A Sliding Scale Insulin Template must exist. (High Blood Sugar)
  • A pharmacy-type order code must have the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (Order Code A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Check the 'No Known Medications' checkbox and the 'Medication history reviewed and completed for Episode #1' checkbox.
  4. Click the 'Admission Reconciliation' tab.
  5. Search for and select "Order Code A" in the 'New Order' field.
  6. Click [Sliding Scale Instructions].
  7. Select "High Blood Sugar" in the 'Template' field.
  8. Validate the grid is populated with the information pertaining to the template selected and click [Save].
  9. Populate all remaining required fields.
  10. Validate the 'Instructions' field is disabled.
  11. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  12. Click [Add to Scratchpad].
  13. Select the order in the 'Inpatient Medications Scratchpad'.
  14. Validate the 'Instructions' field is disabled.
  15. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  16. Click [Restart Reconciliation].
Topics
• Order Entry Console
AV-88244 Summary | Details
Practitioner Credentials
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (PM)
  • Practitioner Category
  • Practitioner Enrollment
Scenario 1: Practitioner - Practitioner Credentials - Search Results
Specific Setup:

Dictionary Update: Staff File - (214) Practitioner Credential - has desired values.

Identify two practitioners to add credentials to.

Steps
  1. Open 'Practitioner Category'
  2. Enter the first staff member in 'Select Staff'.
  3. Select the desired search result.
  4. Select the desired 'Enrollment History'.
  5. Select the desired 'Category/Taxonomy'.
  6. Click [Practitioner Credentials].
  7. Select the desired value in 'Select Credentials'. Note the value.
  8. Click [OK].
  9. Click [Add Practitioner Categories].
  10. Click [OK].
  11. Submit the form.
  12. Search for the practitioner and verify that the dictionary code displays after the name and before the ID number.
  13. Open 'Practitioner Enrollment'.
  14. Enter the second staff member in 'Select Staff'.
  15. Select the desired search result.
  16. Select the 'Categories/Taxonomy' section.
  17. Select the desired 'Category/Taxonomy'.
  18. Click [Practitioner Credentials].
  19. Select the desired value in 'Select Credentials'. Note the value.
  20. Click [OK].
  21. Click [Add Practitioner Categories].
  22. Click [OK].
  23. Submit the form.
  24. Search for the practitioner and verify that the dictionary code displays after the name and before the ID number.
Topics
• Database Management
AV-90120 Summary | Details
Order Entry Console (Orders This Episode and Admission Reconciliation sections) - Recalculate 'Days Supply' when 'Stop Date' is modified - external pharmacy mode
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Registry Settings (CWS)
Scenario 1: OE NX - Orders This Episode - Schedule IV - New, Reorder, Copy and Discontinue - Fax - external pharmacy mode
Specific Setup:
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are not required for Routine orders.” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Hide Duration In OE Console (Orders This Episode) For External Pharmacy Mode' 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 whose program and unit are not configured in the 'External Pharmacy Setup' form. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Access the Order Entry Console for Client A.
  2. Set the 'New Order' field to "AMBIEN (ZOLPIDEM TARTRATE) 10 MG TABLET ORAL (Schedule IV)".
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Tablet".
  5. Select "EVERY DAY" from the 'Freq' field.
  6. Select "Tablet" from the 'Dispense Qty Unit' field.
  7. Validate the 'Days Supply' contains "28".
  8. Set the 'Stop Date' to 97 days in the future from the current date.
  9. Validate the 'Refills' field contains "0".
  10. Validate the 'Days Supply' contains "97".
  11. Set the 'Stop Date' to 1 day in the future from the current date.
  12. Validate the 'Refills' field contains "0".
  13. Validate the 'Days Supply' contains "1".
  14. Set the 'Days Supply' field to "30".
  15. Click [Add to Scratchpad], [Final Review].
  16. Click 'Fax' and [Sign].
  17. Verify the new order is displayed in the 'Order grid'.
Scenario 2: Order Entry Console (Orders This Episode) - Copy and Modify - external pharmacy mode
Specific Setup:
  • The ‘(524) Require Hours of Administration for Routine Orders’ extended attribute must be set to “Hours of Administration are not required for Routine orders.” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Hide Duration In OE Console (Orders This Episode) For External Pharmacy Mode' registry setting must be set to "Y".
  • Please log out and back into the application
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps
  1. Access the Order Entry Console for "Client A".
  2. Set the 'New Order' field to "Order Code A".
  3. Set the 'Dose' field to "1".
  4. Validate the 'Dose Unit' field contains "Capsule".
  5. Select "AS NEEDED" from the 'Freq' field.
  6. Select "Capsule" from the 'Dispense Qty Unit' field.
  7. Validate the 'Days Supply' contains "28".
  8. Set the 'Stop Date' to 97 days in the future from the current date.
  9. Validate the 'Refills' field contains "0".
  10. Validate the 'Days Supply' contains "97".
  11. Set the 'Stop Date' to 1 day in the future from the current date.
  12. Validate the 'Refills' field contains "0".
  13. Validate the 'Days Supply' contains "1".
  14. Set the 'Days Supply' field to "36".
  15. Click [Add to Scratchpad], [Final Review], and [Sign].
  16. Validate the new order is displayed in the 'Order grid'.
Scenario 3: OE NX - Admission Reconciliation - Default Dispense Quantity Unit - external pharmacy mode
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Hide Duration In OE Console (Orders This Episode) For External Pharmacy Mode' registry setting must be set to "Y".
  • Please log out and back into the application.
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Open the 'Order Code Setup' form.
  2. Select 'Edit Existing Code' from the 'Add/Edit Order Code' field.
  3. Set the 'Existing Order Code' field to any Pharmacy-type order code (Order Code A).
  4. Set the 'Default Dispense Quantity Unit' field to "Milliliter".
  5. Set the 'Default Dispense Quantity' field to "0.223".
  6. Click [Submit].
  7. Validate a message is displayed that states: "Submitting has completed. Do you wish to return to form?" and click [No].
  8. Access the Order Entry Console for "Client A".
  9. Click the 'Home Medications' tab.
  10. Check off the 'No Known Medications' and 'Medication history reviewed and completed for Episode #1' checkboxes.
  11. Click the 'Admission Reconciliation' tab.
  12. Search for and select "Order Code A" in the 'New Order' field.
  13. Validate the 'Dispense Qty' field contains "0.223".
  14. Validate the 'Dispense Qty Unit' field contains "Milliliter".
  15. Set the 'Dose' field to "2".
  16. Validate the 'Dose Unit' field contains "Capsule".
  17. Select "TWICE A DAY" from the 'Freq' field.
  18. Validate the 'Days Supply' contains "28".
  19. Set the 'Stop Date' to 97 days in the future from the current date.
  20. Validate the 'Refills' field contains "0".
  21. Validate the 'Days Supply' contains "97".
  22. Set the 'Stop Date' to 1 day in the future from the current date.
  23. Validate the 'Refills' field contains "0".
  24. Validate the 'Days Supply' contains "1".
  25. Set the 'Days Supply' field to "15".
  26. Validate the 'Dispense Qty' field contains "0.223".
  27. Validate the 'Dispense Qty Unit' field contains "Milliliter".
  28. Click [Add to Scratchpad], [Reconcile and Review], and [Sign].
  29. Validate the 'Admission Reconciliation' tab is in view-only mode.
Topics
• OE NX - POV • Order Entry Console
AV-91032 Summary | Details
Treatment Plan - Special Characters
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chart Review
  • Treatment Plan
  • Form Designer (CWS)
  • Progress Notes (Group and Individual)
  • View Definition
  • Widget Wizard (CWS)
Scenario 1: Chart Review - Treatment Plan
Specific Setup:
  • Add the "Treatment Plan" form to the Chart documents.
  • Using the "Treatment Plan" form, draft a treatment plan.
Steps
  1. Open the "Chart Review" form for the test client.
  2. Select the "Treatment Plans" from the documents list.
  3. Select the "Treatment Plan" that was just drafted.
  4. Validate the treatment plan displays as it was entered.
  5. Select to edit the treatment plan.
  6. Finalize the treatment plan.
  7. Using the "Chart Review" form, validate the finalized treatment plan displays as it was finalized.
Scenario 2: Progress Notes - Special characters in treatment plan leaf
Specific Setup:
  • Using the "Widget Wizard" form, create a widget to validate the value of the note_add_which_tp_plan_problem column of the SQL table SYSTEM.cw_patient_notes
  • Place the widget on the user's home view using "View Definition".
Steps
  1. Using the "Treatment Plan" form
  2. Create a draft of a treatment plan.
  3. Set the problem description to a value of something like "This is a test of “bad characters” to ‘copy’ over to @ the treatment plan – it should display… normal".
  4. Save the plan as draft.
  5. Open the "Progress Notes (Group and Individual)" form.
  6. Begin to create a progress note.
  7. On the Treatment Plan Leaf, select the treatment plan version from the "Select Treatment Plan Version" dropdown.
  8. Click the "Select Plan Item Note Addresses" button.
  9. Note the problem entered as "This is a test of “bad characters” to ‘copy’ over to @ the treatment plan – it should display… normal." displays as "This is a test of bad characters to copy over to the @ the treatment it should display normal".
Topics
• Treatment Plan
AV-91884 Summary | Details
Undocking forms while loading
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Update Client Data
Scenario 1: Reloading the page - Validate all undocked windows closed
Specific Setup:
  • The 'Problems', 'Progress Notes', 'Recent Vitals', 'Client Episodes' and 'Client Diagnosis' widgets must be added to the 'Individual Progress Note' form in 'Form Designer'.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Locate 'My Clients' widget.
  2. Navigate to the desired client.
  3. Undock the 'Individual Progress Note' form for an existing client.
  4. Validate the 'Individual Progress Note' form is open and unlocked.
  5. Validate that all the widgets on the form have the unlock icon.
  6. Undock the first widget from the top of the form.
  7. Validate the widget undocks and loads successfully.
  8. Undock the all the widgets from the form.
  9. Validate all the widgets unlock and load successfully.
  10. Reload the page by Ctrl + R or the reload button.
  11. Validate all unlocked windows are closed.
  12. Return to the 'My Clients' widget.
  13. Select a client.
  14. Double click on the client's name to open the "Client Chart".
  15. Leave the chart open.
  16. Return to the HomeViiew.
  17. Open the "Update Client Data" form.
  18. While the form is loading, attempt to undock the form.
  19. Validate the form won't undock until after it's loaded.
  20. Return to the Client chart.
  21. Select the "Browse Forms" tab.
  22. Open the "Update Client Data" form from the "Browse Forms" tab.
  23. While the form is loading, attempt to undock the form.
  24. Validate the form won't undock until after it's loaded.
Scenario 2: Undocked Forms - Form loading validation
Steps
  1. Select a client.
  2. Search for the "Update Client Data" form.
  3. Click the "Unlock" button next to "Update Client Data" form.
  4. Validate it opens the "Update Client Data" form in an undocked window after the form is completely loaded.
  5. Close the form.
Topics
• Form load • Progress Notes
AV-91899 Summary | Details
Chart Review - Allow opening chart when the client's name contains extra spaces
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chart Review
  • Treatment Plan
Scenario 1: Chart Review - Treatment Plan
Specific Setup:
  • Add the "Treatment Plan" form to the Chart documents.
  • Using the "Treatment Plan" form, draft a treatment plan.
Steps
  1. Open the "Chart Review" form for the test client.
  2. Select the "Treatment Plans" from the documents list.
  3. Select the "Treatment Plan" that was just drafted.
  4. Validate the treatment plan displays as it was entered.
  5. Select to edit the treatment plan.
  6. Finalize the treatment plan.
  7. Using the "Chart Review" form, validate the finalized treatment plan displays as it was finalized.
Topics
• Treatment Plan
AV-92253 Summary | Details
Progress Notes - Crystal Report Template and eSignature
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • Import Reports (CWS)
  • Progress Notes (Group and Individual)
Scenario 1: Progress Notes (Group and Individual) - Independent Note - Crystal Report Output
Specific Setup:
  • Using the "Import Reports" form, import a crystal report as a report for document routing.
  • Using "Document Routing Setup" form, set the progress note to use a crystal report template.
  • Select an existing client or admit a new client for the test.
Steps
  1. Open the Progress Notes form.
  2. Generate a progress note for an "Independent" note.
  3. Set the "Draft/Final" to "Final".
  4. Click the "File Note" button.
  5. Validate the information is correct on the document before approving it.
  6. Approve the document.
  7. Using the "Clinical Document Viewer" form, view the document to ensure it displays as it was created.
  8. Validate the eSignature line is included in the displayed output.
Scenario 2: Progress Notes (Group and Indivdidual) - Independent - Product Form Output
Specific Setup:
  • Using "Document Routing Setup" form, set the progress note to use a crystal report template.
  • Select an existing client or admit a new client for the test.
Steps
  1. Open the Progress Notes form.
  2. Generate a progress note for an "Independent" note.
  3. Set the "Draft/Final" to "Final".
  4. Click the "File Note" button.
  5. Validate the information is correct on the document before approving it.
  6. Approve the document.
  7. Using the "Clinical Document Viewer" form, view the document to ensure it displays as it was created.
Topics
• Document Routing • Report Viewer
AV-92408 Summary | Details
Spreadsheet Batch Remittance Posting - Payment Amount
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Claim Adjustment Group/Reason Code Definition
  • Client Ledger
  • Diagnosis
  • Dictionary Update (PM)
  • Electronic Billing
  • Financial Eligibility
  • Guarantors/Payors
  • Posting/Adjustment Codes Definition
  • Practitioner Enrollment
  • Practitioner Numbers By Guarantor And Program
  • Program Maintenance
  • Registry Settings (PM)
  • Remittance Post Confirmation
  • Service Codes
  • Service Fee/Cross Reference Maintenance
  • Spreadsheet Batch Remittance Posting
  • User Definition
Scenario 1: Spreadsheet Batch Remittance Posting - Allow Posting of Zero Dollar Payment
Specific Setup:
  • Registry Settings:
  • Registry Setting: Avatar PM->Billing->Remittance Processing->->->Allow Posting of Zero Dollar Payment = No.
  • Posting/Adjustment Codes Definition has been used to create desired definitions.
  • A new client is added, or an existing client is identified. Note the Client ID/name.
  • The financial eligibility record is created for the client.
  • Services are rendered to the client. Note the service start / end date and service code used.
  • The 'Client Ledger' report for the client is processed. Note the details of the report.
  • An interim billing batch is created to include client, guarantor, and services.
  • Electronic Billing is used to create claims.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select "Create Batch" in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter a description in the 'Batch Description' field.
  4. Enter a date in the 'Posting Date' field. Note the date.
  5. Enter a date in the 'Date Of Receipt' field.
  6. If desired, enter a value in 'Receipt'.
  7. If desired, enter a value in 'Check #'
  8. Select a value in 'Default Guarantor'.
  9. If desired, enter a value in 'Service Start Date'.
  10. If desired, enter a value in 'Service End Date'.
  11. Click [Launch Work Screen].
  12. Select the 'Client'.
  13. Select the 'EP #'.
  14. If desired, select the 'Claim'.
  15. Select the 'Payor' or verify it defaulted.
  16. Click the '+' object.
  17. Verify that the correct service rows display.
  18. Enter a 'Payment Amount' of '0.00'.
  19. Select a 'Payment Code'.
  20. Verify that 'Payment Amount' displays as required.
  21. Verify that the 'Accept button is disabled.
  22. Click [Cancel].
  23. Click [Yes].
  24. Close the form without submitting.
  25. Open 'Registry Settings' and change the 'Allow Posting of Zero Dollar Payment' setting to 'Y'.
  26. Click [Submit].
  27. Click [OK].
  28. Click [No].
  29. Repeat steps 1 -19.
  30. Verify that 'Payment Amount' does not display as required
  31. Verify that the 'Accept button is enabled.
  32. Click [Accepts].
  33. Click [Submit].
  34. Click [OK].
  35. Click [No].
Scenario 2: Spreadsheet Batch Remittance Posting - Validate excluded posting codes are not included in the 'Payment Code' dropdown list.
Specific Setup:
  • An existing client with unpaid claims is identified (Client A). Note the guarantor that liability is distributed to.
  • Posting/Adjustment Codes Definition:
  • A payment posting code is defined to 'Exclude Guarantors' for the client's liability guarantor. Note the code/description.
  • An additional payment posting code is defined to not exclude the client's liability guarantor. Note the code/description.
  • User Definition': The user has access to the 'Spreadsheet Batch Remittance' form.
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Click the 'Create Batch' field.
  3. Enter the 'desired value' in the 'Batch Description' field.
  4. Select the 'desired value' in 'Default Payment Code' field.
  5. Enter the desired 'Posting Date'.
  6. Enter the desired 'Date Of Receipt'.
  7. Click [Launch Work Screen].
  8. Select "Client A" in the 'Client' field.
  9. Select the 'desired episode'.
  10. Validate there is Liability to be remitted against.
  11. Select the "excluded" guarantor from the 'Payor' field.
  12. Enter the 'desired value' in the 'Payment Amount' field.
  13. Double Click the 'Payment Code' field and validate it does not contain the "excluded" payment code.
  14. Select the "non-excluded" payment code.
  15. Click [Accept].
  16. Click [Submit].
  17. Click [OK].
  18. Click [Yes].
Topics
• Spreadsheet Batch Remittance Posting
AV-92704 Summary | Details
Chart - browse forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Family Registration
  • Staff Members Hours And Exceptions
Scenario 1: Chart View (Browse Forms) Menu - Form search, load and display validations
Specific Setup:
  • User has the "My Clients" widget on their HomeView.
  • User has access to following forms
  • "Update Client Data"
  • "Progress Note (Group and Individual)"
  • "Family Registration"
  • “Staff Members Hours and Exceptions”
  • An active client exists on the system [TestClient]
  • An active staff member exists on the system [TestStaff]
  • An active "Family" exists on the system [TestFamily]
Steps
  1. In the "My Clients" widget, search and select a client [TestClient]
  2. Validate information for [TestClientA] is displayed in the "Chart" header
  3. Next to the "Chart" tab, click the "Browse Forms" (+) button
  4. In the "Search Forms" field search and open "Progress Note (Group and Individual)" form
  5. Validate the "Select Client" field is populated with [TestClientA]
  6. Validate the client header reflects information for [TestClientA]
  7. Populate the desired fields on the form
  8. Click [File Note]
  9. Validate submission is successful
  10. Close the form
  11. At the home view, select the tab containing the "Chart" for [TestClientA]
  12. Click the "Browse Forms" (+) button
  13. In the "Search Forms" field search for a client based form, for example "Update Client Data"
  14. Validate the form opens and information for [TestClient] is displayed as expected
  15. Validate information for [TestClientA] is displayed in the "Chart" header
  16. Close the form
  17. At the home view, select the tab containing the "Chart" for [TestClient]
  18. Click the "Browse Forms" (+) button
  19. In the "Search Forms" field, search and open the "Family Registration" form
  20. At the "Select Family" selection screen, click [Cancel]
  21. Validate user is returned to "Chart" and the form is not launched as expected
  22. Click the "Browse Forms" (+) button
  23. In the "Search Forms" field, search and open "Family Registration" form again
  24. At the "Select Family" selection screen, enter [TestFamily] in the "Select Family" search field
  25. Validate the form opens and information for [TestFamily] is displayed as expected
  26. Validate the forms header section displays [TestFamily]
  27. Close the form
  28. At the home view, select the tab containing the "Chart" for [TestClient]
  29. Click the "Browse Forms" (+) button
  30. In the "Search Forms" field, search and open the “Staff Members Hours and Exceptions” form
  31. At the "Select Staff" selection screen, click [Cancel]
  32. Validate user is returned to "Chart" and the form is not launched as expected
  33. Click the "Browse Forms" (+) button
  34. In the "Search Forms" field, search and open the “Staff Members Hours and Exceptions” form
  35. At the "Select Staff" selection screen, enter [TestStaff] in the "Select Staff" search field
  36. Validate the form opens and information for [TestStaff] is displayed as expected
  37. Validate the form header section displays [TestStaff]
  38. Close the form
Topics
• Forms
AV-92822 Summary | Details
Chart View - 'PDF All' button
Scenario 1: "Chart View" - Validate "PDF All"document output
Specific Setup:
  • [TestForm] that has two records filed [Rec1] and [Rec2], for [TestClient] in any episode
  • [TestUser] has [TestForm] added to their chart view
  • [TestUser] has the "My Clients" widget on their home view
  • Log in as [TestUser]
Steps
  1. Select [TestClient] in the "My Clients" widget
  2. Right-click and click "Display Chart"
  3. In "Chart View"
  4. Select [TestForm] from the forms list on the left side panel and click the episode tab containing the documents
  5. In the document preview, validate the document contents are as expected
  6. Set the "Zoom Bar" adjustment at the bottom right of the screen to"100%
  7. Validate the text size displayed in both the header and the body sections of the PDF are the same, with the size as expected based on the zoom level chosen
  8. Click the "PDF All" link in the right corner
  9. In the "Windows Explorer" dialog screen, select a location to save the PDF file
  10. Set the "File Name" field to the desired name [TestDocument]
  11. Click [Save]
  12. Navigate to the location of [TestDocument]
  13. Click to open the PDF file
  14. Validate the document contents are expected, with a separate document page displaying for each record
  15. Validate the text size displayed in both the header and the body sections of the PDF are the same, with the size as expected based on the zoom level chosen
  16. Close the document
  17. Repeat step 2, choosing a smaller zoom level, for example "80%"
  18. Validate results are as expected
  19. Repeat step 2, choosing a larger zoom level, for example "140%"
  20. Validate results are as expected
Topics
• Forms
AV-92847 Summary | Details
PHQ-2 Form - Draft watermark
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Reports or other SQL Reporting tool (CWS Namespace)
  • HomeView - my Clients
  • Patient Health Questionnaire-2
Scenario 1: Treatment Plan- Validate display of the "Draft" watermark
Specific Setup:
  • A new 'Treatment Plan' form must be created.
Steps
  1. Open the 'Treatment Plan' form created for any client and episode.
  2. Populate the required fields selecting "Draft" from the 'Draft/Final' field.
  3. Verify the "Draft" watermark displays across the form
  4. Select "Final" from the 'Draft/Final' field.
  5. Verify the "Draft" watermark is completely removed from the form
  6. Repeat steps 1a and 1b
  7. Validate results are as expected
  8. Click [Submit].
  9. Verify the form files without errors.
Scenario 2: 'Patient Health Questionnaire-2' form - Draft<>Final validations
Specific Setup:
  • A client [TestClient] is enrolled in an existing episode with a date of birth on file
  • The logged in user has an associated practitioner [TestPractitioner]
  • The 'Patient Health Questionnaire-2' form must be accessible from the 'Client Chart'.
Steps
  1. Select [TestClient] and access the 'Patient Health Questionnaire-2' form.
  2. Validate the 'Assessment Date' field contains the current date.
  3. Validate the 'Assessment Practitioner' contains [TestPractitioner]
  4. Validate the 'Assessment Status' contains "Draft".
  5. Validate the "Draft" watermark is displayed across the entire form
  6. Populate the '1. Little interest or pleasure in doing things' field.
  7. Populate the '2. Feeling down, depressed, or hopeless' field.
  8. Validate the 'Total Score' field contains "2" and is disabled.
  9. Validate the 'Depression Evaluation' field contains "Negative" and is disabled.
  10. Select "Final" in the 'Assessment Status' field.
  11. Validate a message is displayed stating: Once set to "Final", the data will be view only.
  12. Click [OK].
  13. Validate all fields are disabled
  14. Validate the "Draft" watermark has been completely removed from the entire form
  15. Click [Submit].
  16. Validate the form submits successfully
  17. Double click on [TestClient] to access the 'Client Chart'.
  18. Select the 'Patient Health Questionnaire-2' form on the left-hand side.
  19. Validate the data filed in the previous steps is displayed as expected.
  20. Close the chart.
  21. Access Crystal Reports or other SQL Reporting Tool.
  22. Select the CWS namespace.
  23. Create a report using the 'SYSTEM.cw_phq2_assessment' SQL table.
  24. Validate a row is displayed for the assessment filed for [TestClient]
  25. Validate all previously filed data displays as expected.
  26. Close the report.
Topics
• Forms
AV-92855 Summary | Details
Orders This Episode - SSI Order
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Orders This Episode
  • Order Entry Console
Scenario 1: OE NX - Order This Episode - Sliding Scale Insulin Orders with information in the Sliding Scale Insulin Instructions dialog - Additional Instructions
Specific Setup:
  • A Sliding Scale Insulin Template must exist. (High Blood Sugar)
  • A pharmacy-type order code must have the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (Order Code A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Click [Sliding Scale Instructions].
  4. Select "High Blood Sugar" in the 'Template' field.
  5. Validate the grid is populated with the information pertaining to the template selected and click [Save].
  6. Populate all remaining required fields.
  7. Validate the 'Instructions' field is disabled.
  8. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  9. Validate the [My Favorites - Star] is disabled.
  10. Click [Add to Scratchpad].
  11. Validate the order is displayed in the 'Scratchpad'.
  12. Select the order in the 'Scratchpad'.
  13. Validate the 'Instructions' field is disabled.
  14. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  15. Click [Cancel Update] and [Final Review].
  16. Validate the 'Final Review' dialog is displayed.
  17. Select "None" in the 'Output' field and click [Sign].
  18. Validate the new order for "Order Code A" is displayed in the 'Order grid'.
  19. Select the order and click [Copy].
  20. Validate a message is displayed stating: "Do you want the new order to default to START AFTER the original orders end? (The alternative is to have the new order default to start now.)" and click [No].
  21. Validate the 'Instructions' field is disabled.
  22. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  23. Click [Add to Scratchpad] and [Final Review].
  24. Validate an 'Interaction' dialog is displayed.
  25. Override all interactions and click [Save Override and Exit].
  26. Validate the 'Final Review' dialog is displayed.
  27. Select "None" in the 'Output' field and click [Sign].
  28. Validate the two orders for "Order Code A" are displayed in the 'Order grid'.
  29. Select the first order and click [Modify].
  30. Validate the 'Instructions' field is disabled.
  31. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  32. Set the 'Start Date' field to a date that will make the 'Stop Date' of the order within the next 4 days.
  33. Click [Add to Scratchpad] and [Final Review].
  34. Validate an 'Interaction' dialog is displayed.
  35. Override all interactions and click [Save Override and Exit].
  36. Validate the 'Final Review' dialog is displayed.
  37. Select "None" in the 'Output' field and click [Sign].
  38. Validate the two orders for "Order Code A" are displayed in the 'Order grid'.
  39. Select the first order and click [Reorder].
  40. Validate the 'Instructions' field is disabled.
  41. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  42. Click [Add to Scratchpad] and [Final Review].
  43. Validate an 'Interaction' dialog is displayed.
  44. Override all interactions and click [Save Override and Exit].
  45. Validate the 'Final Review' dialog is displayed.
  46. Select "None" in the 'Output' field and click [Sign].
  47. Validate there are 3 orders for "Order Code A" in the 'Order grid'.
Scenario 2: OE NX - Admission Reconciliation - Sliding Scale Insulin Orders with information in the Sliding Scale Insulin Instructions dialog - Additional Instructions
Specific Setup:
  • A Sliding Scale Insulin Template must exist. (High Blood Sugar)
  • A pharmacy-type order code must have the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (Order Code A)
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Check the 'No Known Medications' checkbox and the 'Medication history reviewed and completed for Episode #1' checkbox.
  4. Click the 'Admission Reconciliation' tab.
  5. Search for and select "Order Code A" in the 'New Order' field.
  6. Click [Sliding Scale Instructions].
  7. Select "High Blood Sugar" in the 'Template' field.
  8. Validate the grid is populated with the information pertaining to the template selected and click [Save].
  9. Populate all remaining required fields.
  10. Validate the 'Instructions' field is disabled.
  11. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  12. Click [Add to Scratchpad].
  13. Select the order in the 'Inpatient Medications Scratchpad'.
  14. Validate the 'Instructions' field is disabled.
  15. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  16. Click [Restart Reconciliation].
Topics
• Order Entry Console

RADplus_Client_Update_3392-005_Details.csv