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RADplus Client Update 3542-002 Acceptance Tests

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AV-67019 Summary | Details
OE NX - Admission Reconciliation - Ask on Order Entry
Scenario 1: OE NX - Admission Med Reconciliation - Product Substitution and AOE questions
Specific Setup:
  • Two order codes must exist. One order code must have at least one 'Ask On Order Entry' question associated with it (Order Code A) and one order code that has an "Order Code A" as it 'Product Substitution'. (Order Code B)
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Select the 'Home Medications' tab.
  3. Uncheck 'Client Reported'.
  4. Search for and select the 'Order Code B'.
  5. Populate all required fields.
  6. Click [Add to Scratchpad], [Final Review] and [Sign].
  7. Check 'No Known Medications' and 'Medication history reviewed and completed for Episode #1' checkbox.
  8. Select the 'Admission Med Reconciliation' tab.
  9. Validate the order for "Order Code A" is displayed in the 'Home Medications (Pre-Admission)' order grid.
  10. Click [Add to Scratchpad]
  11. Validate the 'Product Substitution' dialog is displayed.
  12. Validate the 'Product Substitution' icon is displayed.
  13. Check the 'Accept' checkbox and click [Save].
  14. Click the order in 'Inpatient Medications Scratchpad'.
  15. Populate the required fields.
  16. Click [Ask on Order Entry].
  17. Answer the question and click [Save].
  18. Click [Update Order].
  19. Search for and select the 'Order Code A'.
  20. Populated the required fields.
  21. Click [Ask on Order Entry].
  22. Answer the question and click [Save].
  23. Click [Add to Scratchpad] and [Reconcile & Sign].
  24. Validate the 'Interactions' dialog is displayed.
  25. Override all interactions and click [Save Override and Exit].
  26. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Topics
• Order Entry Console
AV-68386 Summary | Details
OE Console - Home Medications - Status Filter.
Scenario 1: OE NX - Home Medications - Creating an order that requires validation and validating it via the V button
Specific Setup:
  • Two users must exist in the application: One whose actions require validation (User A) and One whose actions do not require validation (User B).
  • 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.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Take note of the number next to the "V" button.
  4. Uncheck the 'Client Reported' checkbox.
  5. Search for and select the staff member associated with "User B" in the 'Ordering Practitioner' field.
  6. Select any value in the 'Program' field.
  7. Search for and select any medication in the 'New Order' field.
  8. Populate all required fields.
  9. Click [Add to Scratchpad] and [Final Review].
  10. Validate the 'Final Review' dialog is displayed.
  11. Validate "Pending" is selected in 'Output' and click [Sign].
  12. Select "Pending" in the 'Status' field
  13. Validate the 'Order grid' contains the order that was created.
  14. Log out of the application and log into the application as "User B".
  15. Select any client other than "Client A" and access the Order Entry Console.
  16. Select the 'Home Medications' tab.
  17. Validate the number next to the [V] contains a number that has increased by 1.
  18. Click the [V].
  19. Validate the 'Validate' dialog is displayed.
  20. Select "Client A" and click [Validate].
  21. Validate "Pending" is displayed in the 'Status' field.
  22. Select the row for "Client A" and click [Validate].
  23. Validate the 'Order grid' contains and order for "Ambien 5 MG ORAL Tablet".
  24. Select the order and click [Validate].
  25. Validate the 'Final Review' dialog is displayed.
  26. Select "None" in 'Output' and click [Sign].
  27. Select "Active" in the 'Status' field.
  28. Validate the 'Order grid' contains an order for "Ambien 5 MG ORAL Tablet" with an 'Order Status' of "Active".
  29. Validate the 'V' button contains a number next to it that is 1 less.
Topics
• NX
AV-76194 Summary | Details
eMAR - Comments removed when changing fields for Pharmacy, lab, Dietary orders
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Order Entry Console
Scenario 1: Avatar eMAR - Comment - Administer a pharmacy-type order, lab order, dietary-oral order
Specific Setup:
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create orders for a pharmacy-type order, lab-type order, and dietary-type order.
  3. Select the "eMAR" widget.
  4. Validate the pharmacy-type order is displayed on the 'Medications' tab.
  5. Complete the 'Order Acknowledgement' and 'Client Education' for the order.
  6. Select a cell under the current date to administer the order.
  7. Populate the required fields, leaving the 'Administration Event' field blank.
  8. Click [View] and enter any text in the 'Comment' field.
  9. Click [Ok] and validate the green check mark is displayed.
  10. Select any successful administration value in the 'Administration Event' field.
  11. Validate the green tick mark is displayed for the 'Comments' field.
  12. Click [View] and validate the entered text is displayed.
  13. Populate any warnings.
  14. Check the 'Accept administration information entered' checkbox and click [OK].
  15. Validate that the first cell under the current date contains the amount administered and the time administered.
  16. Select the 'Lab Orders' tab.
  17. Select a cell under the current date to collect the specimen.
  18. Validate that the 'Specimen Collection' dialog is displayed.
  19. Click [View] and enter any text in 'Comment'.
  20. Click [Ok] and validate the green check mark is displayed.
  21. Select any value in the 'Collection Event' field.
  22. Validate the green tick mark is displayed
  23. Click [View] and validate the entered text is displayed.
  24. Validate the 'Collection Date/Time' field is current date.
  25. Validate the 'Entered Date' field is current date.
  26. Check the 'Accept specimen collection entered' checkbox and click [OK].
  27. Validate that the first cell under the current date contains the current time.
  28. Select the 'Nutrition Orders' tab.
  29. Select the any cell under the current date to administer the order.
  30. Validate that the 'Administration Event' dialog is displayed.
  31. Populate the required fields, leaving the 'Administration Event' field blank.
  32. Click [View] and enter any text in 'Comment'.
  33. Click [Ok] and validate the green check mark is displayed.
  34. Select any successful administration value in the 'Administration Event' field.
  35. Validate the green tick mark is displayed
  36. Click [View] and validate the entered text is displayed.
  37. Validate the 'Administration Date/Time' field is current date.
  38. Validate the 'Entered Date' field is current date.
  39. Check the 'Accept administration information entered' checkbox and click [OK].
  40. Validate that the first cell under the current date contains the amount administered and the time completed.
Topics
• Avatar eMAR
AV-78404 Summary | Details
Discharge Reconciliation - Do Not Add Remaining
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Order Entry Console
  • Orders This Episode
Scenario 1: Discharge Medication Reconciliation - Do Not Add Remaining button enabled when switching clients
Specific Setup:
  • Two Clients (Client A and Client B) must be configured to use the 'Discharge Med Reconciliation' tab.
  • A client must have an active 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 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 "AMBIEN (19911) 10 MG TABLET ORAL (Schedule IV)" order in the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad] and [Sign].
  4. Validate the 'Interactions' dialog is displayed.
  5. Override all interactions and click [Save Override and Exit].
  6. Click the 'Discharge Med Reconciliation' tab.
  7. Validate the 'Inpatient Medications' order grid contains the order for "AMBIEN (19911) 10 MG TABLET ORAL (Schedule IV)".
  8. Select "Client B" and access the Order Entry Console.
  9. Click the 'Home Medications' tab.
  10. Validate the ‘Client Reported’ checkbox is checked.
  11. Search for and select "Aleve 220 MG Tablet Oral" order in the 'New Order' field.
  12. Populate all required fields and click [Save].
  13. Validate the 'Order grid' contains the order for "Aleve - 220 MG, TAB, PO Take one (1) tablet by mouth as needed".
  14. Click the 'Discharge Med Reconciliation' tab.
  15. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains the order for "Aleve 220 MG ORAL Tablet".
  16. Select "Client A" from My Clients listbox.
  17. Click the 'Discharge Med Reconciliation' tab.
  18. Validate the "Do Not Add Remaining" button is enabled.
  19. Select "Client B" from My Clients listbox.
  20. Click the 'Discharge Med Reconciliation' tab.
  21. Validate the "Do Not Add Remaining" button is disabled.
Topics
• NX
AV-78891 Summary | Details
OE NX - Order code description - Overwriting in Scratchpad
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 - Validate that a Hold icon is displayed for a held Home Medications order in the 'Home Medications Scratchpad (Post-Discharge)' in the 'Discharge Med Reconciliation'
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->'Default existing Home Meds to "Continue" in OE Console (Disch. Reconciliation) 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 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.
  • "Client A" must have a Home Medications order that was placed on hold in the Order Entry Console (Admission Med Reconciliation section).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click the 'Home Medications' tab.
  3. Search for and select any pharmacy-type order code in the 'New Order' field.
  4. Populate all required fields and change the order code description to 'Test'.
  5. Click [Add To Scratchpad] and check valid 'Order code' is displayed.
  6. Click [Sign].
  7. Click the 'Admission Med Reconciliation' tab.
  8. Validate the order that was placed in the 'Home Medications' tab is shown in the 'Home Medications (Pre-Admission)' order grid.
  9. Select the order in the 'Home Medications (Pre-Admission)' order grid.
  10. Click [Hold].
  11. Validate the order in the 'Home Medications (Pre-Admission)' order grid is "disabled".
  12. Validate 'Add to Scratchpad' and 'Hold' button is disabled.
  13. Click the [Undo] in the 'Home Medications (Pre-Admission)' order grid.
  14. Validate the order in the 'Home Medications (Pre-Admission)' order grid is selected.
  15. Validate 'Add to Scratchpad' and 'Hold' buttons are enabled.
  16. Click [Hold] and [Reconcile & Sign].
  17. Select the 'Discharge Reconciliation' tab.
  18. Search for and select any pharmacy-type order code in the 'New Order' field.
  19. Populate all required fields and change the order code description to 'Test'.
  20. Click [Add To Scratchpad] and check valid 'Order code' is displayed.
  21. Click [Sign].
  22. Check "CONT and Hand Icon" is available in the Home Medications Scratchpad (Post-Discharge) order grid under 'Action'.
  23. Hover the Hand Icon and check “Action at Admission: Held” text is displayed.
Scenario 2: OE NX - Orders This Episode and Admission Reconciliation - Instructions
Specific Setup:
  • An order group must exist that contains at least one pharmacy-type order code. (Order Group A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select any pharmacy-type order code in the 'New Order' field.
  3. Click in the 'Instructions' field and scroll to the bottom of the results and select a value.
  4. Validate that the value selected is displayed in the 'Addl Instructions' field
  5. Populate all required fields and change the order code description to 'Test'.
  6. Click [Add To Scratchpad] and verify a valid 'Order code' is displayed.
  7. Click [Sign].
  8. Search for and select "Order Group A" in the 'New Order' field.
  9. Select the pharmacy-type order code.
  10. Click in the 'Instructions' field and scroll to the bottom of the results and select a value.
  11. Validate that the value selected is displayed in the 'Addl Instructions' field
  12. Click [Add To Scratchpad].
  13. Select the order in the 'Scratchpad'.
  14. Populate all required fields and click [Update Order] and [Sign].
  15. Validate the 'Order grid' contains two orders.
  16. Select the 'Home Medications' tab.
  17. Check the 'No Known Medications' and 'Medication history reviewed and completed for Episode #1' checkboxes.
  18. Select the 'Admission Reconciliation' tab.
  19. Validate there are two orders in the 'Inpatient Medications Scratchpad' that have an 'Action' of "CONT".
  20. Search for and select any pharmacy-type order code in the 'New Order' field.
  21. Click in the 'Instructions' field and scroll to the bottom of the results and select a value.
  22. Validate that the value selected is displayed in the 'Addl Instructions' field
  23. Populate all required fields and change the order code description to 'Test'.
  24. Click [Add To Scratchpad] and verify a valid 'Order code' is displayed.
  25. Click [Sign].
  26. Validate the 'Admission Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console
AV-78892 Summary | Details
In Home meds scratchpad - Single order is removed when any action is performed
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 - Order Guidelines
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->General->->->Display Order Guidelines in Order Entry Console or eMAR' registry setting must be set to "OE" or "OE&EMAR".
  • 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’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
  • A pharmacy-type order code must exist that has a value in the ‘Order Guidelines’ field. (Order Code A).
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Click the 'Orders This Episode' tab.
  3. Search for and select "Order Code A" in the 'New Order' field.
  4. Validate the ‘G’ icon and order guidelines value are displayed under the ‘New Order’ field.
  5. Hover over the ‘G’ icon or the order guidelines value and validate a ‘tool tip’ is displayed that contains the order guidelines.
  6. Populate all required fields.
  7. Click [Add to Scratchpad].
  8. Validate the ‘G’ icon is displayed in the ‘Order details’ column and that if you hover over it that the order guidelines will display.
  9. Click [Final Review].
  10. Validate the ‘Interactions’ dialog is displayed.
  11. Override all interactions and click [Save Override and Exit].
  12. Validate the 'Final Review' dialog is displayed.
  13. Select "None" in the 'Output' field and click [Sign].
  14. Validate the 'Order grid' contains an order for "Order Code A".
  15. Click the 'Discharge Reconciliation' tab.
  16. Validate the 'Inpatient Medications' order grid contains an order for "Order Code A" with a 'G' icon.
  17. Click [Do Not Add Remaining]
  18. Set the 'Inhouse Pharmacy-Dispense Days Supply' to any value and click [Update Order] and [Review and Sign].
  19. Validate the 'Discharge Reconciliation' tab is in view-only mode.
Topics
• NX • Order Entry Console
AV-78894 Summary | Details
Discharge Med Rec - When deselecting the 'No Prescription Required' checkbox the appropriate fields should be displayed
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 with 'Prevent defaulting to oral Routes in the OE Console (Home Meds / Disch. Med Rec)' set to "Yes".
Specific Setup:
  • Avatar OE 2021 Update 40, OrderConnect v18.6, and myAvatar NX 2021.09.00 are required in order to utilize full functionality.
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Prevent defaulting to oral Routes in the OE Console (Home Meds / Disch. Med Rec)' registry setting must be set to "Y"
  • The ‘(10382) Treat like Oral when not defaulting Oral’ extended attribute must be set to “Yes” in the Order Entry Tabled Files ‘(60059) OrderConnect Routes of Administration’ dictionary for “Oral”.
  • The 'Default to Client Reported in Home Medications' 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 active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "ADVIL 200 MG TABLET ORAL" from the 'New Order' field.
  3. Set the 'Dose' field to "2".
  4. Select "Tablet" from the 'Dose Unit' field.
  5. Select "TWICE A DAY" from the 'Freq' field.
  6. Set the 'Duration' field to "12" and click [Days].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the 'Order grid' contains an order for "ADVIL 200 MG ORAL TABLET2 TABLET, TWICE DAILY".
  9. Click the 'Home Medications' tab.
  10. Uncheck the 'Client Reported' checkbox.
  11. Search for and select "Tylenol 325 MG Tablet Oral" from the 'New Order' field.
  12. Set the 'Dose' field to "2".
  13. Validate the 'Dose Unit' field is equal to "Tablet".
  14. Select "TWICE A DAY" from the 'Frequency' field.
  15. Validate the 'Route' field does not contain a value.
  16. Set the 'Days Supply' field to "12" and press Tab.
  17. Validate the 'Dispense Qty' field is equal to "48".
  18. Validate the 'Dispense Qty Unit' field is equal to "Tablet".
  19. Click [Add to Scratchpad], [Final Review], and [Sign].
  20. Click the 'Discharge Reconciliation' tab.
  21. Select the "Advil" order from the 'Inpatient Medications' grid.
  22. Click [Add to Scratchpad].
  23. Select the "Advil" order from 'Home Medications Scratchpad (Post-Discharge)'.
  24. Validate the 'Dose' field is equal to "2".
  25. Validate the 'Dose Unit' field is equal to "Tablet".
  26. Select "TWICE A DAY" from the 'Frequency' field.
  27. Validate the 'Route' field does not contain a value.
  28. Set the 'Days Supply' field to "12" and press Tab.
  29. Validate the 'Dispense Qty' field is equal to "48".
  30. Validate the 'Dispense Qty Unit' field is equal to "Tablet".
  31. Click [Update Order].
  32. Search for and select "Aleve 220 MG Tablet Oral" from the 'New Order' field.
  33. Uncheck 'No Prescription Required'
  34. Set the 'Dose' field to "2".
  35. Validate the 'Dose Unit' field is equal to "Tablet".
  36. Select "TWICE A DAY" from the 'Frequency' field.
  37. Validate the 'Route' field does not contain a value.
  38. Set the 'Days Supply' field to "12" and press Tab.
  39. Validate the 'Dispense Qty' field is equal to "48".
  40. Validate the 'Dispense Qty Unit' field is equal to "Tablet".
  41. Click [Add to Scratchpad].
  42. Select the "Tylenol" order from 'Home Medications Scratchpad (Post-Discharge)'.
  43. Click [Reorder/Modify].
  44. Validate the 'Dose' field is equal to "2".
  45. Validate the 'Dose Unit' field is equal to "Tablet".
  46. Validate the 'Frequency' field is equal to "TWICE A DAY".
  47. Validate the 'Route' field does not contain a value.
  48. Validate the 'Days Supply' field is equal to "12".
  49. Validate the 'Dispense Qty' field is equal to "48".
  50. Validate the 'Dispense Qty Unit' field is equal to "Tablet".
  51. Click [Update Order].
  52. Click [Review and Sign].
  53. Validate the 'Interactions' dialog is displayed.
  54. Override all interactions and click [Save Override and Exit].
  55. Validate the 'Final Review' dialog is displayed and click [Sign].
  56. Validate the 'Discharge Med Reconciliation' tab displays in view only mode.
Topics
• NX • Order Entry Console
AV-86712 Summary | Details
Order Entry Console - Order This Episode - Dose field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Orders This Episode
Scenario 1: Orders This Episode - Creating a Sliding Scale insulin order without selecting a Sliding Scale Insulin Template
Specific Setup:
  • A pharmacy-type order code must exist that has the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (Order Code A)
  • A client must have an active inpatient episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Validate the 'Dose' and 'Dose Unit' fields are required and enabled.
  4. Select "3 TIMES A DAY" in the 'Freq' field.
  5. Set the 'Duration' field to "10" and click [Days].
  6. Click [Add to Scratchpad].
  7. Validate the 'Scratchpad' contains an order with a missing required field flag.
  8. Set the 'Dose' field to "1".
  9. Set the 'Dose Unit' field to "Unit".
  10. Click [Update Order].
  11. Validate the missing required fields flag is not displayed and [Sign].
  12. Validate the 'Order grid' contains the new Sliding Scale Insulin order.
Topics
• Order Entry Console
AV-88094 Summary | Details
OE NX - OTE - Default Admin Method, IV Rate, and IV Rate Unit.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • Order Entry Console
Scenario 1: OE NX - Orders This Episode - Default Admin Method, IV Rate, and IV Rate Unit.
Specific Setup:
  • A Pharmacy-type order code (Order Code A) must be configured with a 'Default IV Admin Method', 'Default IV Rate' and 'Default IV Unit' in the 'Order Code Setup' form
  • 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. Validate that the selected default order code values are displayed: 'Admin Method', 'Rate Unit Over Time Unit' and 'Rate Amount'.
  4. Populate all required fields and click [Add To Scratchpad] and [Sign].
  5. Validate the order displays in the 'Order grid'.
Scenario 2: OE NX - Admission Reconciliation - Default Admin Method, IV Rate, and IV Rate Unit.
Specific Setup:
  • A Pharmacy-type order code (Order Code A) must be configured with a 'Default IV Admin Method', 'Default IV Rate' and 'Default IV Unit' in the 'Order Code Setup' form
  • 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 'No Known Medications' and 'Medication history reviewed and completed for Episode #1'
  4. Select the 'Admission Reconciliation' tab.
  5. Search for and select 'Order Code A' in the 'New Order' field.
  6. Validate that the selected default order code values is displayed in 'Admin Method', 'Rate Unit Over Time Unit' and 'Rate Amount'.
  7. Populate all required fields and click [Add To Scratchpad] and [Reconcile & Sign].
  8. Validate 'Admission Med Reconciliation' displays in view only mode
Topics
• Order Entry Console
AV-89052 Summary | Details
Lab orders - First Collect fields should not have additional buttons
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - Lab Orders - Validate Frequency Code - New, Copy, Modify and Discontinue
Specific Setup:
  • An external lab vendor must exist. (Lab Vendor A)
  • A Lab-type order code must exist that is associated with "Lab Vendor A". (Order Code A).
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • Three frequency codes must exist:
  • As Needed (PRN)
  • 3 Times a day (Routine) with administration times at "09:00 AM", "03:00 PM", and "09:00 PM"
  • Twice a day (Routine) with administration times at "009:00 AM" and "09:00 PM"
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. Set the 'Frequency' field to "3 TIMES A DAY".
  4. Validate the [T], [+1] and [Now] buttons are not displayed for the 'First Collect' fields.
  5. Populate all required fields and click [Add to Scratchpad] and [Sign].
  6. Validate an order for "Order Code A" is displayed in the 'Order grid' with a 'Frequency' of "3 TIMES A DAY".
  7. Select the order and click [Copy].
  8. Set the 'Frequency' field to "As Needed".
  9. Validate the [T], [+1] and [Now] buttons are not displayed for the 'First Collect' fields.
  10. Click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains two orders for "Order Code A".
  12. Select the first order and click [Modify].
  13. Set the 'Frequency' field to "Twice a Day".
  14. Validate the [T], [+1] and [Now] buttons are not displayed for the 'First Collect' fields.
  15. Click [Add to Scratchpad] and [Sign].
  16. Validate the 'Order grid' contains two orders for "Order Code A".
Topics
• NX • Order Entry Console
AV-89060 Summary | Details
Avatar eMAR - Administration Date/Time fields
Scenario 1: Avatar eMAR - Administer a pharmacy-type order when 'Support Med ID' = "N".
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Enable Medication And Quantity Checking' registry setting must be set to "0".
  • The 'Avatar eMAR->General->Settings->->->Support Medication ID' registry setting is set to "N".
  • The 'Avatar eMAR->General->Settings->->->Time Format Displayed in Avatar eMAR' registry setting must be set to "2".
  • Please log out and log back in after configuring the above.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create any order for a pharmacy-type order code with a frequency of "Twice a Day" with admin times at "09:00 AM" and "09:00 PM", a 'Start Date' that is 3 days in the past, and a 'Start Time' that is at "12:00 AM".
  3. Select the "eMAR" widget.
  4. Validate the order is displayed with administration times at "0900" and a "2100".
  5. Complete the 'Order Acknowledgement' and 'Client Education' for the order.
  6. Set the 'Administration Date' field to a date that is two days in the past.
  7. Select the "0900" cell under yesterday's date.
  8. Validate that the 'Administration Event' dialog is displayed.
  9. Validate the 'Scheduled Date' field contains yesterday's date.
  10. Validate the 'Scheduled Time' field contains "0900".
  11. Validate that the 'Med ID' field is not displayed.
  12. Select any successful administration value in the 'Administration Event' field.
  13. Validate that there is a red flag in [Warning - View].
  14. Click [Warning -View] and validate that an 'Administration Date/Time' tab is displayed and contains: This Administration Event is occurring outside the allowable administration window of 60 minutes for the medication.
  15. Enter any value in the 'Override Text' field and click [OK].
  16. Validate the 'Administration Date/Time' field is current date.
  17. Validate the 'Entered Date' field is current date.
  18. Check the 'Accept administration information entered' checkbox and click [OK].
  19. Validate that the first cell under the current date contains the amount administered and the time administered in military format.
Topics
• eMAR NX • NX
AV-95670 Summary | Details
myAvatar - "Draft" watermarks
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: myAvatar - Validate display of the "Draft" watermark on forms ("Default to Draft'' set to "No")
Specific Setup:
  • Have access to a "Modeled" form that contains a "Draft/Final" prompt and also contains "Even Logic" on a field, that is set to hide another field when the event is triggered
  • Have access to a "Progress Note" that contains a "Draft/Final" prompt
  • Have access to a "Treatment Plan" form that contains a "Draft/Final" prompt
  • in form "Registry Settings", have registry setting "Default to 'Draft'" set to "No" for each of the form types in the first three steps
Steps
  1. Open the 'Modeled' form for any client and episode.
  2. Verify the 'Draft/Final' field is not populated
  3. Validate that there is no "Draft" watermark displayed across the form
  4. Select "Draft" in the 'Draft/Final' field.
  5. Verify the "Draft" watermark displays across the page
  6. Select "Final" in the 'Draft/Final' field.
  7. Validate a message is displayed indicating that there are required fields on the form, that are not populated
  8. Click OK
  9. Validate the 'Draft/Final' field is set back to "Draft"
  10. Verify the "Draft" watermark displays across the page
  11. Navigate to any other sections of the form (if applicable)
  12. Verify the "Draft" watermark displays across the page
  13. Populate all the required fields on the form including the field stated in the setup, containing the "Event Logic"
  14. Select "Final" in the 'Draft/Final' field.
  15. Verify the "Draft" watermark no longer displays across the page
  16. Set the 'Draft/Final' field.back to draft
  17. Verify the "Draft" watermark displays across the page
  18. Navigate to any other sections of the form
  19. Verify the "Draft" water mark displays across the page
  20. Set the 'Draft/Final' field back to "Final"
  21. Verify the "Draft" watermark no longer displays across the page
  22. Click to submit the form
  23. Validate the form submits successfully
  24. Repeat step 1 for the "Treatment Plan" form
  25. Validate results are as expected
  26. Repeat step 1 for the "Progress Note" form
  27. Validate results are as expected
Scenario 2: myAvatar - Validate display of the "Draft" watermark on forms ("Default to Draft'' set to "Yes")
Specific Setup:
  • Have access to a "Modeled" form that contains a "Draft/Final" prompt and also contains "Even Logic" on a field, that is set to hide another field when the event is triggered
  • Have access to a "Progress Note" that contains a "Draft/Final" prompt
  • Have access to a "Treatment Plan" form that contains a "Draft/Final" prompt
  • In form "Registry Settings", have registry setting "Default to 'Draft'" set to "Yes", for each of the form types in the first three steps
Steps
  1. Open the 'Modeled' form for any client and episode.
  2. Verify the 'Draft/Final' field is set to "Draft", as expected
  3. Validate the "Draft" watermark displays across the form
  4. Select "Final" in the 'Draft/Final' field.
  5. Validate a message is displayed indicating that there are required fields on the form that are not populated
  6. Click [OK]
  7. Validate the 'Draft/Final' field is set back to "Draft"
  8. Verify the "Draft" watermark displays across the page
  9. Navigate to any other sections of the form (if applicable)
  10. Verify the "Draft" watermark displays across the page
  11. Populate all the required fields on the form including the field stated in the setup, containing the "Event Logic"
  12. Select "Final" in the 'Draft/Final' field.
  13. Verify the "Draft" watermark no longer displays across the page
  14. Set the 'Draft/Final' field.back to "Draft"
  15. Verify the "Draft" watermark displays across the page
  16. Navigate to any other sections of the form
  17. Verify the "Draft" watermark displays across the page
  18. Set the 'Draft/Final' field back to "Final"
  19. Verify the "Draft" watermark no longer displays across the page
  20. Click submit
  21. Validate the form submits successfully
  22. Repeat step 1 for the "Treatment Plan" form
  23. Validate results are as expected
  24. Repeat step 1 for the "Progress Note" form
  25. Validate results are as expected
Topics
• Forms • Modeling
AV-95725 Summary | Details
SpreadSheet Batch Remittance Form - Posting Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Remittance Post Confirmation
  • Spreadsheet Batch Remittance Posting
Scenario 1: Spreadsheet Batch Remittance Posting - Posting code field value and requirement validations
Specific Setup:
  • Have two clients [ClientA] and [ClientB]
  • A financial eligibility record is created for the client and their assigned a guarantor
  • The client has claimed services with an existing balance due
Steps
  1. Open the 'Spreadsheet Batch Remittance Posting' form.
  2. Select 'Create Batch' in the 'Create, Edit Or Delete Remittance Batch' field.
  3. Enter the 'Batch Description'.
  4. Select the interim billing batch created in the setup section in the 'Interim Batch Number' field.
  5. Enter desired date in the 'Posting Date' field.
  6. Enter desired date in the 'Date Of Receipt' field.
  7. If desired, populate any other fields on that section
  8. Click [Launch Work Screen].
  9. Populate the "Client" cell in the first row, with [CientA]
  10. Select a payor in the "Payor" cell
  11. Validate values are populated in the "Service Dates", "Total charges", "Liability" and "New Balance" fields
  12. In the first column of the "Claim" summary row, click the (+) sign, to expand all service rows
  13. For any service row, enter a value in the "Payment Amount" field
  14. Validate the "Payment Code" field next to it, becomes required
  15. For another service row, enter a value in the "Adjust Amount" field
  16. Validate the "Adjust Code" field becomes required
  17. For another service row, enter a value in the "Transfer Amount" field
  18. Validate the "Transfer Code" field becomes required
  19. Click [New Row] to add another "Claim" summary row
  20. Populate the "Client" cell with [CientB]
  21. Select a payor in the "Payor" cell
  22. Validate values are populated in the "Service Dates", "Total charges", "Liability" and "New Balance" fields
  23. In the first column of the "Claim" summary row, click the (+) sign, to expand all service rows
  24. Navigate back to the row for [ClientA] in step 1
  25. Populate each of the required posting code fields noted in step 1g
  26. Validate the values are accepted and fields are no longer required
  27. Navigate back to the "Claim" summary row for [ClientB]
  28. Click either the "Begin" or "End" service date fields
  29. Change the date to new valid value
  30. Validate all the values populated in step 1g for [ClientA], have remained unrequired and are populated as expected
  31. Navigate back to the "Claim" summary row for [ClientA]
  32. Enter posting codes in the "Payment Amount", "Adjust Code" and "Transfer Code" for that summary row
  33. Validate the values are accepted and the fields remain unrequired
  34. Validate all the values populated in step 1g for [ClientA], remained unrequired and are populated as expected
  35. Click [Accept]
  36. Click [Submit]
  37. Validate the form submits successfully
Topics
• Spreadsheet Batch Remittance Posting
AV-95797 Summary | Details
Pre admit - Admission Medication - Administration Time - Defaulting Times from Frequency
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
  • Order Code Setup
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode- pre-admit mode - Add an order with and without 'Duration' required.
Specific Setup:
  • The ‘Avatar Order Entry->Facility Defaults->Client Profile->->->Defer Activation of Orders in a Pre-Admit Episode’ registry setting must be set to “Y”.
  • The ‘Avatar Order Entry->Facility Defaults->Client Profile->->->Allow Open-Ended Orders’ registry setting must be set to “NX”.
  • The ‘(519) Allow Open-Ended Orders’ extended attribute must be set to “No (by default), but allow exceptions by Order Code” in the Order Entry Tabled Files ‘(500) Order Types’ dictionary for “Pharmacy”.
  • Two order codes must exist. One with "Yes" selected in the 'Allow Open-Ended Orders' field (Order Code A) and one with "No" selected in the 'Allow Open-Ended Orders' field. (Order Code B)
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have a pre-admission episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Validate the 'Duration' field is not required and contains no value.
  4. Populate all required fields and click [Add to Scratchpad] and [Sign].
  5. Validate the 'Interactions' dialog is displayed.
  6. Override all interactions and click [Save Override and Exit].
  7. Validate the 'Order grid' contains an order for "Order Code A" with a 'Start Date' of "01/01/2099" and no 'Stop Date'.
  8. Search for and select "Order Code B" in the 'New Order' field.
  9. Ensure that the 'Duration' field is required.
  10. Populate all required fields and click [Add to Scratchpad] and [Sign].
  11. Validate the 'Order grid' contains an order for "Order Code B" with a 'Start Date' of "01/01/2099" and a 'Stop Date'.
Topics
• NX • Order Entry Console
AV-96961 Summary | Details
Order Entry Console - Days Supply
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Orders This Episode
  • NCPDP System Defaults
  • Order Group Setup
  • User Definition
Scenario 1: OE NX - Order Group - Default Durations - external pharmacy mode
Specific Setup:
  • An Order Group must exist that contains four pharmacy-type order codes (Order Group A)
  • "Order Code A" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM", and has a 'Duration(Doses)' of "6".
  • "Order Code B" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "One time only" with administration times at "09:00 PM" and has a 'Duration(Days)' of "1".
  • "Order Code C" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM", and has a 'Duration(Days)' of "28"
  • "Order Code D" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM" and has a 'Duration(Days)' of "30"
  • 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.
  • Note: This test is performed assuming the 'Default Days Supply' field in the 'External Pharmacy Setup' form is set to "28".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and contains "Order Code A", "Order Code B", "Order code C", and "Order Code D".
  4. Check the "Select All" checkbox.
  5. Validate information for all orders is displayed correctly.
  6. Click [Add to Scratchpad].
  7. Validate the ‘Scratchpad’ contains all orders and that a red flag is displayed in the ‘Action’ column for “Order Code A”.
  8. Select "Order Code A" in the 'Scratchpad'.
  9. Validate the ‘Duration’ contains no value, that [Doses] does not exist, and that the ‘Days Supply’ field contains “0”.
  10. Click [Remove from Scratchpad].
  11. Select "Order Code B" in the 'Scratchpad'.
  12. Validate the 'Duration' field displays "1" and that [Days] is selected.
  13. Validate the 'Days Supply' field displays "1".
  14. Click [Cancel Update].
  15. Select "Order Code C" in the 'Scratchpad'.
  16. Validate the 'Duration' field displays "28" and that [Days] is selected.
  17. Validate the 'Days Supply' field displays "28".
  18. Click [Cancel Update].
  19. Select "Order Code D" in the 'Scratchpad'.
  20. Validate the 'Duration' field displays "30" and that [Days] is selected.
  21. Validate the 'Days Supply' field displays "30".
  22. Click [Cancel Update].
  23. Click [Final Review].
  24. Validate the ‘Interactions’ dialog is displayed.
  25. Override all interactions and click [Save Override and Exit].
  26. Select “None” in the ‘Output’ field for all orders and click [Sign].
  27. Validate the ‘Order grid’ contains an order for “Order Code A”, “Order Code B”, and “Order Code C”.
Scenario 2: OE NX - Order group - Non external pharmacy - Days Supply with NCPDP Enabled
Specific Setup:
  • The 'Enable NCPDP Billing' registry setting must be set to "Y".
  • The user who is logged into the application must have access to the 'NCPDP System Defaults' form. (User A)
  • Please log out of the application and log back in after completing the above configuration.
  • An Order Group must exist that contains four pharmacy-type order codes (Order Group A)
  • "Order Code A" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM", and has a 'Duration(Doses)' of "6".
  • "Order Code B" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "One time only" with administration times at "09:00 PM" and has a 'Duration(Days)' of "1".
  • "Order Code C" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM", and has a 'Duration(Days)' of "28"
  • "Order Code D" has a value in the 'Quantity' and 'Quantity Unit' fields, has a 'Frequency' of "Twice a Day" with administration times at "09:00 AM" and "09:00 PM" and has a 'Duration(Days)' of "30"
  • 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.
  • Note: This test is performed assuming the 'Default Days Supply' field in the 'NCPDP System Defaults' form is set to "28".
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Group A" in the 'New Order' field.
  3. Validate the 'Order Group' dialog is displayed and contains "Order Code A", "Order Code B", "Order Code C", and "Order Code D".
  4. Check the "Select All" checkbox.
  5. Validate information for all orders is displayed correctly.
  6. Click [Add to Scratchpad].
  7. Validate the 'Scratchpad' contains all orders.
  8. Select "Order Code A" in the 'Scratchpad'.
  9. Validate the ‘Duration’ contains "6", that [Doses] is selected,
  10. Validate the ‘Days Supply’ field contains “28”.
  11. Click [Cancel Update].
  12. Select "Order Code B" in the 'Scratchpad'.
  13. Validate the 'Duration' field displays "1" and that [Days] is selected.
  14. Validate the 'Days Supply' field displays "1".
  15. Click [Cancel Update].
  16. Select "Order Code C" in the 'Scratchpad'.
  17. Validate the 'Duration' field displays "28" and that [Days] is selected.
  18. Validate the 'Days Supply' field displays "28".
  19. Click [Cancel Update].
  20. Select "Order Code D" in the 'Scratchpad'.
  21. Validate the 'Duration' field displays "30" and that [Days] is selected.
  22. Validate the 'Days Supply' field displays "28".
  23. Click [Cancel Update] and [Sign].
  24. Validate the 'Interactions' dialog is displayed.
  25. Override all interactions and click [Save Override and Exit].
  26. Validate the 'Order grid' contains orders for "Order Code A", "Order Code B", "Order Code C", and "Order Code D".
Topics
• NX

RADplus_Client_Update_3542-002_Details.csv