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RADplus Client Update 3542-003 Acceptance Tests

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AV-78407 Summary | Details
OE NX - Discharge Med Reconciliation - Validate Action remains as DNA once hold in pending status is selected.
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 - Ensure [Do Not Add] and [Do Not Add Remaining] are enabled when an order in 'Inpatient Medications' contains "NO MATCH"
Specific Setup:
  • A client must have an active episode. (Client A)
Steps
  1. Access the 'Order Code Setup' form and create a pharmacy-type order code.
  2. Select "Client A" and access the Order Entry Console.
  3. Search for and select the order code created in the 'New Order' field.
  4. Fill out all required fields
  5. Click [Add to Scratchpad] and [Sign].
  6. Validate the 'Interactions' dialog is displayed.
  7. Override all interactions and click [Save Override and Exit].
  8. Validate the new order appears in the 'Order grid'.
  9. Click the 'Discharge Med Reconciliation' tab.
  10. Validate the new order shows in 'Inpatient Medications' with "NO MATCH" in the 'Action' column.
  11. Validate [Do Not Add] is disabled.
  12. Validate [Do Not Add Remaining] is enabled.
  13. Select the order in 'Inpatient Medications'.
  14. Validate [Do Not Add] and [Do Not Add Remaining] are enabled.
Scenario 2: OE NX - Discharge Med Reconciliation - Validate Action remains as DNA once hold in pending status is selected.
Specific Setup:
  • An order code must exist that has the 'Not currently in Redbook' checkbox checked in 'Order Code Setup'. (Order Code A)
  • Two client's must have active episode. (Client A and Client B).
  • “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 "Order code A" in the 'New Order' field.
  3. Populate the required fields.
  4. Click [Add to Scratchpad] and [Sign].
  5. Validate the "Order Code A" appears in the 'Order grid'.
  6. Click the 'Discharge Med Reconciliation' tab.
  7. Validate "Order Code A" shows in 'Inpatient Medications' with "NO MATCH" in the 'Action' column.
  8. Search for and select any medication in the 'New Order' field. (Order Code B)
  9. Populate the required fields and click [Add to Scratchpad].
  10. Validate "Order Code B" displays in 'Home Medications Scratchpad (Post-Discharge)'.
  11. Click [Do Not Add Remaining].
  12. Validate the 'Action' column value changes to "DNA" in the 'Inpatient Medications' grid and it is disabled.
  13. Click [Hold in Pending Status].
  14. Select "Client B" and re-select "Client A".
  15. Validate the 'Action' column value displays "DNA" in the 'Inpatient Medications' grid.
  16. Click [Edit Pending Reconciliation].
  17. Validate the message "Discharge Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." is displayed and click [Ok].
  18. Validate the 'Action' column value displays "DNA" in the 'Inpatient Medications' grid and it is disabled.
  19. Click [Hold in Pending Status].
  20. Log out of the application and log back in.
  21. Select "Client A" and access the Order Entry Console.
  22. Click the 'Discharge Med Reconciliation' tab.
  23. Validate the 'Action' column value displays "DNA" in the 'Inpatient Medications' grid and it is disabled.
  24. Click [Review and Sign].
  25. Validate the 'Discharge Medication Reconciliation' tab displays in view only mode.
Topics
• Order Entry Console
AV-81130 Summary | Details
eMAR NX - Administration Event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR
  • Order Entry User Definition
  • Orders This Episode
  • Avatar eMAR
  • Order Entry Console
Scenario 1: eMAR NX - 'Allow Edit of Another User's Administration Event' = "Yes" - 'Allow Void of Another User's Administration Event' = "No"
Specific Setup:
  • 2 Users must be configured (User A, User B)
  • "User A" must have the 'Allowed to Edit an eMAR Administration Event' field set to "Yes" and 'Allowed to Void an eMAR Administration Event' field set to "Yes" in the 'Order Entry User Definition' form.
  • "User B" must have the 'Allowed to Edit an eMAR Administration Event' field set to "Yes", 'Allowed to Void an eMAR Administration Event' field set to "Yes", 'Allow Edit of Another User's Administration Event ' field set to "Yes" and 'Allow Void of Another User's Administration Event' field set to "No" in the 'Order Entry User Definition' form.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Log into the application as "User A".
  2. Select "Client A" and access the Order Entry Console.
  3. Search for and select any pharmacy-type order code in the 'New Order' field.
  4. Set the 'Start Date' field to "T-2".
  5. Populate all required fields and click [Add to Scratchpad] and [Sign].
  6. Validate the 'Interactions' dialog is displayed.
  7. Override all interactions and click [Save Override and Exit].
  8. Validate the order for "Order Code A" is displayed in the 'Order grid'.
  9. Select the 'eMAR' tab.
  10. Validate the order created is displayed.
  11. Click [Scan Client] and Validate the 'Wristband Scan Override' dialog is displayed.
  12. Enter a pipe character "|" in the 'Other Reason' field and validate the error dialog is displayed.
  13. Complete 'Order Acknowledgement' and 'Client Education' for the order.
  14. Select any cell under the current date and click [Administer].
  15. Enter a pipe character "|" in the 'Med Id' field and validate the error dialog is displayed.
  16. Populate all required fields.
  17. Click [Warning View].
  18. Validate the 'Medication/Quantity' and 'Administration Date/Time' tabs are displayed.
  19. Enter a pipe character "|" in the 'Override Text' field and validate the error dialog is displayed.
  20. Override all warnings and click [OK].
  21. Check the 'Accept administration information entered' checkbox and click [OK].
  22. Validate the selected cell contain the amount given and the administration date and time.
  23. Right click on the administered cell and validate that 'Edit Administration Event' and 'Void Administration Event' are displayed.
  24. Log out of the application and log back in as "User B".
  25. Select "Client A" and Select the 'eMAR' tab.
  26. Validate the order created is displayed.
  27. Click [Scan Client] and Validate the 'Wristband Scan Override' dialog is displayed.
  28. Enter a pipe character "|" in the 'Other Reason' field and validate the error dialog is displayed.
  29. Right click on the administered cell and validate that the 'Edit Administration Event' is displayed.
  30. Select 'Edit Administration Event' and validate 'Administration Event - Edit' dialog is displayed.
  31. Validate the 'Scheduled Date' and 'Scheduled Time' fields are equal to the scheduled date time.
  32. Click [Warning View].
  33. Validate the 'Medication/Quantity', 'Administration Date/Time' and 'Wristband Scan Override' tabs are displayed.
  34. Enter a pipe character "|" in the 'Override Text' field and validate the error dialog displayed.
  35. Override all warnings and click [OK].
  36. Click [OK] and [Submit Edit].
Scenario 2: Avatar eMAR - Comment - Administer a pharmacy-type order, lab-type order, dietary-type 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. (Order A, Order B and Order C)
  3. Select the "eMAR" widget.
  4. Validate the pharmacy-type order is displayed on the 'Medications' tab. (Order A)
  5. Click [Scan Client] and Validate the 'Wristband Scan Override' dialog is displayed.
  6. Enter a pipe character "|" in the 'Other Reason' field and validate the error dialog is displayed.
  7. Complete the 'Order Acknowledgement' and 'Client Education' for the order.
  8. Select a cell under the current date to administer the order.
  9. Enter a pipe character "|" in the 'Med Id' field and validate the error dialog is displayed.
  10. Populate the required fields and click [View].
  11. Enter a pipe character "|" in the 'Comments' field and validate the error dialog is displayed.
  12. Click [Ok] and enter any text and click [OK] and validate the green check mark is displayed.
  13. Select any successful administration value in the 'Administration Event' field.
  14. Validate the green tick mark is displayed for the 'Comments' field.
  15. Click [View] and validate the entered text is displayed.
  16. Click [Warning View].
  17. Validate the 'Medication/Quantity' and 'Administration Date/Time' tabs are displayed.
  18. Enter a pipe character "|" in the 'Override Text' field and validate the error dialog is displayed.
  19. Override all warnings and click [OK].
  20. Check the 'Accept administration information entered' checkbox and click [OK].
  21. Validate the selected cell contain the administration time.
  22. Right click on the administered cell and select 'Edit Administration Event'.
  23. Validate 'Administration Event - Edit' dialog is displayed.
  24. Validate the 'Scheduled Date' and 'Scheduled Time' fields are equal to the scheduled date time and click [Cancel].
  25. Select the 'Lab Orders' tab.
  26. Validate the order created is displayed. (Order B)
  27. Select a cell under the current date to collect the specimen.
  28. Validate that the 'Specimen Collection' dialog is displayed.
  29. Click [View] and enter a pipe character "|" in 'Comment' field and validate the 'Error' dialog is displayed.
  30. Enter any value in 'comment' field and click [Ok] and validate the green check mark is displayed.
  31. Select any value in the 'Collection Event' field.
  32. Validate the green tick mark is displayed.
  33. Click [View] and validate the entered text is displayed.
  34. Enter a pipe character "|" in 'Collection Volume' and 'Collection Volume Units of Measure' fields and validate the 'Error' dialog is displayed.
  35. Click [Relevant Clinical Information View].
  36. Enter a pipe character "|" in 'Relevant Clinical Information' field and validate the 'Error' dialog is displayed.
  37. Validate the 'Collection Date/Time' field is current date.
  38. Validate the 'Entered Date' field is current date.
  39. Check the 'Accept specimen collection entered' checkbox and click [OK].
  40. Validate the selected cell contain the administration time.
  41. Select the 'Nutrition Orders' tab.
  42. Validate the order created is displayed. (Order C)
  43. Select the any cell under the current date to administer the order.
  44. Validate that the 'Administration Event' dialog is displayed.
  45. Populate the required fields.
  46. Click [View] and enter a pipe character "|" in 'Comment' field and validate the 'Error' dialog is displayed.
  47. Click [Ok] and enter any value in 'Comment' field.
  48. Click [OK] and validate the green check mark is displayed.
  49. Select any successful administration value in the 'Administration Event' field.
  50. Validate the green tick mark is displayed
  51. Click [View] and validate the entered text is displayed.
  52. Click [Warning View] and validate the 'Administration Date/Time' tab is displayed.
  53. Enter a pipe character "|" in the 'Override Text' field and validate the error dialog is displayed.
  54. Override all warnings and click [OK].
  55. Validate the 'Administration Date/Time' field is current date.
  56. Validate the 'Entered Date' field is current date.
  57. Check the 'Accept administration information entered' checkbox and click [OK].
  58. Validate the selected cell contain the administration time.
  59. Right click on the administered cell and select 'Edit Administration Event'.
  60. Validate 'Administration Event - Edit' dialog is displayed.
  61. Validate the 'Scheduled Date' and 'Scheduled Time' fields are equal to the scheduled date time and click [Cancel].
Topics
• Avatar eMAR • Order Entry Console
AV-82721 Summary | Details
eMAR - Edit Administration Event
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR
  • Order Entry User Definition
  • Orders This Episode
  • Avatar eMAR
  • Order Entry Console
Scenario 1: eMAR NX - 'Allow Edit of Another User's Administration Event' = "Yes" - 'Allow Void of Another User's Administration Event' = "No"
Specific Setup:
  • 2 Users must be configured (User A, User B)
  • "User A" must have the 'Allowed to Edit an eMAR Administration Event' field set to "Yes" and 'Allowed to Void an eMAR Administration Event' field set to "Yes" in the 'Order Entry User Definition' form.
  • "User B" must have the 'Allowed to Edit an eMAR Administration Event' field set to "Yes", 'Allowed to Void an eMAR Administration Event' field set to "Yes", 'Allow Edit of Another User's Administration Event ' field set to "Yes" and 'Allow Void of Another User's Administration Event' field set to "No" in the 'Order Entry User Definition' form.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Log into the application as "User A".
  2. Select "Client A" and access the Order Entry Console.
  3. Search for and select any pharmacy-type order code in the 'New Order' field.
  4. Set the 'Start Date' field to "T-2".
  5. Populate all required fields and click [Add to Scratchpad] and [Sign].
  6. Validate the 'Interactions' dialog is displayed.
  7. Override all interactions and click [Save Override and Exit].
  8. Validate the order for "Order Code A" is displayed in the 'Order grid'.
  9. Select the 'eMAR' tab.
  10. Validate the order created is displayed.
  11. Click [Scan Client] and Validate the 'Wristband Scan Override' dialog is displayed.
  12. Enter a pipe character "|" in the 'Other Reason' field and validate the error dialog is displayed.
  13. Complete 'Order Acknowledgement' and 'Client Education' for the order.
  14. Select any cell under the current date and click [Administer].
  15. Enter a pipe character "|" in the 'Med Id' field and validate the error dialog is displayed.
  16. Populate all required fields.
  17. Click [Warning View].
  18. Validate the 'Medication/Quantity' and 'Administration Date/Time' tabs are displayed.
  19. Enter a pipe character "|" in the 'Override Text' field and validate the error dialog is displayed.
  20. Override all warnings and click [OK].
  21. Check the 'Accept administration information entered' checkbox and click [OK].
  22. Validate the selected cell contain the amount given and the administration date and time.
  23. Right click on the administered cell and validate that 'Edit Administration Event' and 'Void Administration Event' are displayed.
  24. Log out of the application and log back in as "User B".
  25. Select "Client A" and Select the 'eMAR' tab.
  26. Validate the order created is displayed.
  27. Click [Scan Client] and Validate the 'Wristband Scan Override' dialog is displayed.
  28. Enter a pipe character "|" in the 'Other Reason' field and validate the error dialog is displayed.
  29. Right click on the administered cell and validate that the 'Edit Administration Event' is displayed.
  30. Select 'Edit Administration Event' and validate 'Administration Event - Edit' dialog is displayed.
  31. Validate the 'Scheduled Date' and 'Scheduled Time' fields are equal to the scheduled date time.
  32. Click [Warning View].
  33. Validate the 'Medication/Quantity', 'Administration Date/Time' and 'Wristband Scan Override' tabs are displayed.
  34. Enter a pipe character "|" in the 'Override Text' field and validate the error dialog displayed.
  35. Override all warnings and click [OK].
  36. Click [OK] and [Submit Edit].
Scenario 2: Avatar eMAR - Comment - Administer a pharmacy-type order, lab-type order, dietary-type 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. (Order A, Order B and Order C)
  3. Select the "eMAR" widget.
  4. Validate the pharmacy-type order is displayed on the 'Medications' tab. (Order A)
  5. Click [Scan Client] and Validate the 'Wristband Scan Override' dialog is displayed.
  6. Enter a pipe character "|" in the 'Other Reason' field and validate the error dialog is displayed.
  7. Complete the 'Order Acknowledgement' and 'Client Education' for the order.
  8. Select a cell under the current date to administer the order.
  9. Enter a pipe character "|" in the 'Med Id' field and validate the error dialog is displayed.
  10. Populate the required fields and click [View].
  11. Enter a pipe character "|" in the 'Comments' field and validate the error dialog is displayed.
  12. Click [Ok] and enter any text and click [OK] and validate the green check mark is displayed.
  13. Select any successful administration value in the 'Administration Event' field.
  14. Validate the green tick mark is displayed for the 'Comments' field.
  15. Click [View] and validate the entered text is displayed.
  16. Click [Warning View].
  17. Validate the 'Medication/Quantity' and 'Administration Date/Time' tabs are displayed.
  18. Enter a pipe character "|" in the 'Override Text' field and validate the error dialog is displayed.
  19. Override all warnings and click [OK].
  20. Check the 'Accept administration information entered' checkbox and click [OK].
  21. Validate the selected cell contain the administration time.
  22. Right click on the administered cell and select 'Edit Administration Event'.
  23. Validate 'Administration Event - Edit' dialog is displayed.
  24. Validate the 'Scheduled Date' and 'Scheduled Time' fields are equal to the scheduled date time and click [Cancel].
  25. Select the 'Lab Orders' tab.
  26. Validate the order created is displayed. (Order B)
  27. Select a cell under the current date to collect the specimen.
  28. Validate that the 'Specimen Collection' dialog is displayed.
  29. Click [View] and enter a pipe character "|" in 'Comment' field and validate the 'Error' dialog is displayed.
  30. Enter any value in 'comment' field and click [Ok] and validate the green check mark is displayed.
  31. Select any value in the 'Collection Event' field.
  32. Validate the green tick mark is displayed.
  33. Click [View] and validate the entered text is displayed.
  34. Enter a pipe character "|" in 'Collection Volume' and 'Collection Volume Units of Measure' fields and validate the 'Error' dialog is displayed.
  35. Click [Relevant Clinical Information View].
  36. Enter a pipe character "|" in 'Relevant Clinical Information' field and validate the 'Error' dialog is displayed.
  37. Validate the 'Collection Date/Time' field is current date.
  38. Validate the 'Entered Date' field is current date.
  39. Check the 'Accept specimen collection entered' checkbox and click [OK].
  40. Validate the selected cell contain the administration time.
  41. Select the 'Nutrition Orders' tab.
  42. Validate the order created is displayed. (Order C)
  43. Select the any cell under the current date to administer the order.
  44. Validate that the 'Administration Event' dialog is displayed.
  45. Populate the required fields.
  46. Click [View] and enter a pipe character "|" in 'Comment' field and validate the 'Error' dialog is displayed.
  47. Click [Ok] and enter any value in 'Comment' field.
  48. Click [OK] and validate the green check mark is displayed.
  49. Select any successful administration value in the 'Administration Event' field.
  50. Validate the green tick mark is displayed
  51. Click [View] and validate the entered text is displayed.
  52. Click [Warning View] and validate the 'Administration Date/Time' tab is displayed.
  53. Enter a pipe character "|" in the 'Override Text' field and validate the error dialog is displayed.
  54. Override all warnings and click [OK].
  55. Validate the 'Administration Date/Time' field is current date.
  56. Validate the 'Entered Date' field is current date.
  57. Check the 'Accept administration information entered' checkbox and click [OK].
  58. Validate the selected cell contain the administration time.
  59. Right click on the administered cell and select 'Edit Administration Event'.
  60. Validate 'Administration Event - Edit' dialog is displayed.
  61. Validate the 'Scheduled Date' and 'Scheduled Time' fields are equal to the scheduled date time and click [Cancel].
Topics
• Avatar eMAR • Order Entry Console
AV-89141 Summary | Details
Admission Reconciliation - Home Meds GIDN shown Yes for orders that have OTO frequency for which GIDN is set Yes
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 - AMR - Home Medication Validate that GIDN is selected for OTO frequency that is mapped to a GIDN frequency
Specific Setup:
  • The ‘Default to Give Initial Dose Now’ extended attribute must be set to “Yes” in the Frequency Code Setup for a frequency code (Frequency Code A).
  • The ‘Order Connect Frequency Code’ (Frequency Code B) must be mapped using 'Map OrderConnect Frequency' section in the Frequency Code Setup to a frequency code (Frequency Code A).
  • 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.
Steps
  1. Select "Client A" and access the 'Home Medication' tab.
  2. Search for and select any pharmacy order in the 'New Order' field.
  3. Uncheck the 'Client Reported' checkbox.
  4. Set 'Frequency' field to "Frequency Code A".
  5. Populate all other required fields.
  6. Click [Add to Scratchpad], [Final Review] and [Sign].
  7. Check the 'Medication history reviewed and completed for Episode #1' checkbox.
  8. Access the 'Admission Med Reconciliation' tab.
  9. Validate that the order created is displayed in the 'Home Medications (Pre-Admission)' section.
  10. Select the order from 'Home Medications (Pre-Admission)' and click [Add to Scratchpad].
  11. Select the order from 'Inpatient Medications Scratchpad'.
  12. Validate "Yes" is pressed for 'Give Initial Dose Now'.
Topics
• Medication Reconciliation
AV-89326 Summary | Details
eMAR - Additional Data (Results) fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR - Administration Event
  • Avatar eMAR - Lab Orders
  • eMAR
  • Order Code Setup
  • Order Entry Console
  • Registry Settings (PM)
Scenario 1: eMAR - Additional Data (Results)
Specific Setup:
  • In Order Code Setup form, select 'All' link for 'Additional Data Elements To Require In Avatar eMAR (Administration)' and 'Additional Data Elements To Require in Avatar eMAR (Results)' fields for any Pharmacy order code. (Order Code A)
  • In Order Code Setup form, select 'Blood Glucose(mg/dL)' for 'Additional Data Elements To Include In Avatar eMAR (Administration)' and 'Additional Data Elements To Include in Avatar eMAR (Results)' fields for "Order Code A".
  • In Order Code Setup form, select 'Blood Glucose(mg/dL)' link for 'Additional Data Elements To Require In Avatar eMAR (Administration)' and 'Additional Data Elements To Require in Avatar eMAR (Results)' fields for any lab order code. (Order Code B)
  • In Order Code Setup form, select 'Blood Glucose(mg/dL)' for 'Additional Data Elements To Include In Avatar eMAR (Administration)' and 'Additional Data Elements To Include in Avatar eMAR (Results)' fields for "Order Code B".
  • The 'Allow selection of previously entered Blood Glucose readings in Emar' must be set to no value.
  • The 'Retain Qty/Unit if Med ID does not start with a numeral' registry setting must be set to "N"
  • Please log out and log back into the application after completing the above configuration.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Populate all required fields and click [Add to Scratchpad] and [Sign].
  4. Validate "Order Code A" is displayed in the 'Order grid'.
  5. Search for and select "Order Code B" in the 'New Order' field.
  6. Populate all required fields and click [Add to Scratchpad] and [Sign].
  7. Validate "Order Code B" is displayed in the 'Order grid'.
  8. Select the 'eMAR' tab.
  9. Validate the order for "Order Code A" is displayed.
  10. Click [Scan Client] and complete the 'Wristband Scan Override'.
  11. Perform 'Order Acknowledgement' and 'Client Education' for the order.
  12. Select any cell under the current date and click [Administer].
  13. Validate that the 'Qty' field for the order is "1".
  14. Validate that the 'Unit' field for the order is "Tablet".
  15. Set 'Med ID' to "Unknown".
  16. Validate that the 'Qty' and the 'Unit' fields are blank
  17. Populate all required fields in 'Administration Event Details' tab.
  18. Click [Warning View].
  19. Validate the 'Medication/Quantity', 'Administration Date/Time' and 'Wristband Scan Override' tabs are displayed.
  20. Override all warnings and click [OK].
  21. Validate 'Additional Data (Administration)' tab is with red flag. (For missing required fields)
  22. Go to 'Additional Data (Administration)' tab.
  23. Do not enter data for any fields and check the 'Accept administration information entered' checkbox and click [OK].
  24. Validate the 'Missing Required Fields' dialog is displayed, contains the missing required fields, and click [OK].
  25. Populate all the required fields in 'Additional Data (Administration)' tab and validate a green checkmark displays.
  26. Click [OK].
  27. Validate the selected cell contain the administration event data.
  28. Click [Refresh] and double click on the administered cell and validate 'Administration Record - Results' dialog is displayed.
  29. Select the 'Add'l Data (Administration)' tab and validate the given data is saved.
  30. Select the 'Add'l Data (Results)' tab and validate the fields are required.
  31. Do not populate any fields and check the 'Accept administration information entered' checkbox and click [OK].
  32. Validate the 'Missing Required Fields' dialog is displayed and contains the missing required fields and click [OK].
  33. Access the 'Add'l Data (Results)' tab and populate all the required fields in 'Add'l Data (Results)' tab and click [OK].
  34. Click [Refresh] and double click on the administered cell and validate 'Administration Record - Results - View Only' dialog is displayed.
  35. Select the 'Add'l Data (Results)' tab and validate the given data is displayed and click [Cancel].
  36. Select the 'Lab Orders' tab.
  37. Select any cell under the current date for "Order Code B".
  38. Perform 'Order Acknowledgement' and 'Client Education' for the order.
  39. Validate 'Specimen Collection' is displayed.
  40. Validate 'Additional data (Specimen Collection)' tab contains a missing required field flag.
  41. Populate the required fields on the 'Additional data (Specimen Collection)' tab.
  42. Validate the 'Additional data (Specimen Collection)' tab contains a green check mark.
  43. Check the 'Accept administration information entered' checkbox and click [OK].
Topics
• eMAR • Order Entry Console
AV-92292 Summary | Details
Order entry console - SSI and Free Text
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Code Setup
  • Orders This Episode
  • Registry Settings (CWS)
  • app-sidebar
  • Order Entry Console - Interactions
Scenario 1: OE NX - Order This Episode - Sliding Scale Insulin - Additional Instructions
Specific Setup:
  • The 'Enable Variable Dose Support in the OE Console (Orders This Episode)' registry setting must be set to "Y".
  • A pharmacy-type order code must have the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (Order Code A)
  • Please log out of the application and log back in after completing the above configuration.
  • A Sliding Scale Insulin Template must exist. (High Blood Sugar)
  • 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. Populate the required fields.
  4. Click [+] to add 'Variable Dose'.
  5. Populate the required fields for the variable dose.
  6. Validate the 'Addl Instructions' field contains the information in the 'Variable Dose'.
  7. Click [Sliding Scale Instructions].
  8. Select "High Blood Sugar" in the 'Template' field.
  9. Validate the grid is populated with the information pertaining to the template selected and click [Save].
  10. Validate the 'Dose' and 'Dose unit' fields are disabled.
  11. Validate the 'Instructions' field is disabled.
  12. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  13. Click [Add to Scratchpad].
  14. Validate the order is displayed in the 'Scratchpad'.
  15. Select the order in the 'Scratchpad'.
  16. Validate the 'Instructions' field is disabled.
  17. Validate the 'Addl Instructions' field is disabled and contains the information in the template selected.
  18. Click [Cancel Update] and [Final Review].
  19. Validate the 'Final Review' dialog is displayed.
  20. Select "None" in the 'Output' field and click [Sign].
  21. Validate the new order for "Order Code A" is displayed in the 'Order grid'.
  22. Select the order and click [Copy].
  23. 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].
  24. Validate the 'Instructions' field is disabled.
  25. Validate the 'Addl Instructions' field is disabled and contains the information in the SSI template selected.
  26. Click [Add to Scratchpad] and [Final Review].
  27. Validate an 'Interaction' dialog is displayed.
  28. Override all interactions and click [Save Override and Exit].
  29. Validate the 'Final Review' dialog is displayed.
  30. Select "None" in the 'Output' field and click [Sign].
  31. Validate the two orders for "Order Code A" are displayed in the 'Order grid'.
Scenario 2: OE NX - Orders This Episode - Free Text
Specific Setup:
  • The 'Enable Variable Dose Support in the OE Console (Orders This Episode)' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
Steps
  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. Validate [Free Text] is not pressed and 'Dose' and 'Dose Unit' are required fields.
  4. Populate 'Dose', 'Dose Unit', and 'Freq'.
  5. Click [+] icon to add a 'Variable Dose'.
  6. Populate 'Dose', 'Dose Unit', and 'Freq'.
  7. Click [+] icon to additional 'Variable Dose'.
  8. Populate 'Dose', 'Dose Unit', and 'Freq'.
  9. Click [Free Text].
  10. Validate 'Dose' and 'Dose Unit' fields are cleared.
  11. Validate 'Dose' and 'Dose Unit' fields are disabled.
  12. Validate 'Addl Instructions' contains no value.
  13. Deselect [Free Text].
  14. Validate 'Dose' and 'Dose Unit' are displayed along with 'Additional Variable Dose'.
  15. Click [Free Text].
  16. Validate 'Dose' and 'Dose Unit' fields are disabled.
  17. Populate the required fields.
  18. Click [Add to Scratchpad] and [Sign].
  19. Select the created order and click [Modify].
  20. Validate [Free Text] is pressed and 'Dose' and 'Dose Unit' fields are disabled.
  21. Click [Add to Scratchpad] and [Sign].
  22. Validate the order created displays in the 'Order grid'
Topics
• Order Entry Console
AV-93718 Summary | Details
Order Entry Console - Orders This Episode
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
  • Orders This Episode
Scenario 1: OE NX - Admission Med Rec - Edit Pending Reconciliation - Hold in Pending Status, Active and Reconcile
Specific Setup:
  • The 'Default to Client Reported' checkbox is checked for the logged in user in the 'Order Entry User Definition' form.
  • 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.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Create an order "Order A".
  3. Click the 'Home Medications' tab.
  4. Create a 'Reported' order "Order B" with 'Reported Source' and 'Reported Source Text'
  5. Validate the 'Order grid' contains "Order B Reported Source: Other Physician Reported Source Text: Testing Reported Source Text" with an 'Order Type' of "Reported".
  6. Click the 'Admission Reconciliation' tab.
  7. Hover over "Order B" and validate "Reported Source: Reported, Reported Source Text: Testing Reported Source Text" with a 'Type' of "Reported" is displayed.
  8. Validate the 'Inpatient Medications Scratchpad' contains "Order A".
  9. Select the order in the 'Home Medications (Pre-Admission)' and click [Add to Scratchpad].
  10. Populate the required fields and click [Update Order].
  11. Click [Hold in Pending Status].
  12. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  13. Click the 'Orders This Episode' tab.
  14. Validate 'New Order' is disabled.
  15. Validate "New orders are not allowed until Admission Med Reconciliation for this episode is active" message is shown when hovering over the 'New Order' field. (This message is only for myAvatarNX and not for myAvatar.)
  16. Validate 'My Favorites' is enabled.
  17. Click 'My Favorites' and validate [Add to Scratchpad] is disabled.
  18. Select any order from list and validate [Add to Scratchpad] is disabled.
  19. Click [Close].
  20. Click the 'Admission Reconciliation' tab.
  21. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  22. Click [Edit Pending Reconciliation].
  23. Validate the 'Warning' message is displayed stating "Admission Medication Reconciliation has not been updated to reflect any changes to inpatient or discharge medications since previously saved. Please review accordingly." and click [OK].
  24. Create a new order "Order B" and click [Add to Scratchpad]
  25. Click [Hold in Pending Status].
  26. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
  27. Click [Activate for Reconciliation].
  28. Validate the 'Admission Med Reconciliation' tab is in view-only mode.
Topics
• Order Entry Console
AV-93784 Summary | Details
Order Entry Console - Taper/Titration order group
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
  • Order Group Setup
  • Orders This Episode
Scenario 1: OE NX - Orders This Episode - Taper/Titrate Order Group with start date offset
Specific Setup:
  • An order group must be configured for Taper/Titrate with a start date offset. (Order Group A)
  • "Order Group A" must contain at least 3 pharmacy-type orders, each with a default 'Duration' and 'Start Date Offset'
  • Frequency code 'Every 45 Minutes (Q45M)' must configured as an Interval Frequency. (Frequency 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 Group A" in the 'New Order' field.
  3. Select all 3 orders and validate "Frequency Code A" is not displayed in the 'Frequency' field for any order.
  4. Populate any desired fields and click [Add to Scratchpad].
  5. Select the 1st order from the scratchpad, validate the appropriate 'Start Date' and 'End Date' are displayed, populate any remaining required fields, and click [Update Order].
  6. Select the 2nd order from the scratchpad, validate the appropriate 'Start Date' and 'End Date' are displayed, populate any remaining required fields, and click [Update Order].
  7. Select the 3rd order from the scratchpad, validate the appropriate 'Start Date' and 'End Date' are displayed, populate any remaining required fields, and click [Update Order] and [Final Review].
  8. If there are any interactions, override them and click [Save Override and Exit].
  9. Validate the 'Final Review' dialog is displayed
  10. Select "None" in the 'Output' field for all orders and click [Sign].
  11. Validate the 'Order grid' contains the 3 orders.
Topics
• NX • Order Entry Console
AV-94059 Summary | Details
OE NX - Order This Episode - Every Nth Day order that is greater than 7 days and less than 7 days and Give Initial Dose Now (with/without admin time)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Frequency Code Setup
  • Orders This Episode
  • Order Entry Console
Scenario 1: OE NX - Every Nth Day order that is greater than 7 days and Give Initial Dose Now
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘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.
  • Must have a frequency code that fits the following criteria: (Every 3 Weeks)
  • 'Routine or PRN(As Needed)' = "Routine"
  • 'One Time Only' = "No"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Not Daily"
  • 'Every Nth Day' = "21"
  • 'OrderConnect Frequency Code' = "Every 3 Weeks"
  • 'Hours of Administration' = "09:00 AM(06:00-11:30 AM)"
  • For testing purposes this test is being run after 09:00 AM.
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. Select "Every 3 Weeks" in the 'Frequency' field.
  4. Validate the 'First Dose Date' field contains a date that is 21 days in the future.
  5. Validate the 'First Dose Time' field contains "09:00 AM".
  6. Validate the 'Start Date' field contains the current date.
  7. Validate the 'Start Time' field contains the current time.
  8. Click 'Give Initial Dose Now' [Yes].
  9. Validate the 'First Dose Date' field contains the current date.
  10. Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour or hour.
  11. Validate the 'Start Date' field contains the current date, same as the 'First Dose Date' field.
  12. Validate the 'Start Time' field contains the current time rounded up to the nearest half hour or hour, same as the 'First Dose Time' field.
  13. Populate all remaining required fields and click [Add to Scratchpad] and [Final Review].
  14. An 'Interactions' dialog may be displayed.
  15. Override all interactions and click [Save Override and Exit]
  16. Validate the 'Final Review' dialog is displayed.
  17. Select "None" in the 'Output' field and click [Sign].
  18. Validate the order is displayed in the 'Order grid'.
Scenario 2: OE NX - Every Nth Day order that is greater than 7 days and Give Initial Dose Now with back dated Start and Stop Dates/Times
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘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.
  • Must have a frequency code that fits the following criteria: (Every 3 Weeks)
  • 'Routine or PRN(As Needed)' = "Routine"
  • 'One Time Only' = "No"
  • 'Times/24 Hours' = "1"
  • 'Interval Frequency' = "No"
  • 'Daily Administration' = "Not Daily"
  • 'Every Nth Day' = "21"
  • 'OrderConnect Frequency Code' = "Every 3 Weeks"
  • 'Hours of Administration' = "09:00 AM(06:00-11:30 AM)"
  • For testing purposes this test is being run after 09:00 AM.
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. Select "Every 3 Weeks" in the 'Frequency' field.
  4. Validate the 'First Dose Date' field contains a date that is 21 days in the future.
  5. Validate the 'First Dose Time' field contains "09:00 AM".
  6. Validate the 'Start Date' field contains the current date.
  7. Validate the 'Start Time' field contains the current time.
  8. Set the 'Start Date' field to a value that is forty days in the past.
  9. Set the 'Start Time' field to "06:00 AM".
  10. Click 'Give Initial Dose Now' [Yes].
  11. Validate the 'First Dose Date' field contains the current date.
  12. Validate the 'First Dose Time' field contains the current time rounded up to the nearest half hour or hour.
  13. Validate the 'Start Date' field contains the current date, same as the 'First Dose Date' field.
  14. Validate the 'Start Time' field contains the current time rounded up to the nearest half hour or hour, same as the 'First Dose Time' field.
  15. Validate that the 'Stop Date' field contains a value that is after the 'Start Date'.
  16. Validate that the 'Stop Time' field contains a time that is one minute prior to the 'Start Time'.
  17. Populate all remaining required fields and click [Add to Scratchpad] and [Final Review].
  18. An 'Interactions' dialog may be displayed.
  19. Override all interactions and click [Save Override and Exit]
  20. Validate the 'Final Review' dialog is displayed.
  21. Select "None" in the 'Output' field and click [Sign].
  22. Validate the order is displayed in the 'Order grid'.
Scenario 3: OE NX - Orders This Episode - Routine Frequency codes with and without admin times clicking 'Yes' for Give initial Dose Now
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘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.
  • Two frequency codes must exist that are configured to be 'Routine' and 'Daily'. One without Scheduled Administration Times (Every Day) and one with Scheduled Administration Times. (Daily-12pm)
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. Select "EVERY DAY" in the 'Frequency' field.
  4. Validate the 'First Dose Date' field does not contain a value.
  5. Validate the 'First Dose Time' field does not contain a value.
  6. Click 'Give Initial Dose Now' [Yes].
  7. Validate the 'First Dose Date' field contains the current date.
  8. Validate the 'First Dose Time' field contains the current time is not rounded up to the nearest half hour or hour.
  9. Validate the 'Start Date' field contains the current date, same as the 'First Dose Date' field.
  10. Validate that the 'Stop Date' field contains a value that is after the 'Start Date'.
  11. Populate all remaining required fields and click [Add to Scratchpad] and [Final Review].
  12. An 'Interactions' dialog may be displayed.
  13. Override all interactions and click [Save Override and Exit]
  14. Validate the 'Final Review' dialog is displayed.
  15. Select "None" in the 'Output' field and click [Sign].
  16. Validate the order is displayed in the 'Order grid'.
  17. Search for and select any pharmacy-type order code in the 'New Order' field.
  18. Select "DAILY - 12:00 PM" in the 'Frequency' field.
  19. Validate the 'First Dose Date' field does not contain a value.
  20. Validate the 'First Dose Time' field does not contain a value.
  21. Click 'Give Initial Dose Now' [Yes].
  22. Validate the 'First Dose Date' field contains the current date.
  23. Validate the 'First Dose Time' field contains the current time is rounded up to the nearest half hour or hour.
  24. Validate the 'Start Date' field contains the current date, same as the 'First Dose Date' field.
  25. Validate that the 'Stop Date' field contains a value that is after the 'Start Date'.
  26. Populate all remaining required fields and click [Add to Scratchpad] and [Final Review].
  27. An 'Interactions' dialog may be displayed.
  28. Override all interactions and click [Save Override and Exit]
  29. Validate the 'Final Review' dialog is displayed.
  30. Select "None" in the 'Output' field and click [Sign].
  31. Validate the order is displayed in the 'Order grid'.
Scenario 4: OE NX - Every Nth Day order that is greater than 7 days and Give Initial Dose Now (without admin time)
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘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.
  • A frequency code must exist that is configured with 'Every Nth Day' set to "14" and has no admin times. (Every 2 weeks)
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. Select "Every 2 weeks" in the 'Frequency' field.
  4. Validate the 'First Dose Date' field does not contain a value.
  5. Validate the 'First Dose Time' field does not contain a value.
  6. Click 'Give Initial Dose Now' [Yes].
  7. Validate the 'First Dose Date' field contains the current date.
  8. Validate the 'First Dose Time' field contains the current time is not rounded up to the nearest half hour or hour.
  9. Validate the 'Start Date' field contains the current date, same as the 'First Dose Date' field.
  10. Validate that the 'Stop Date' field contains a value that is after the 'Start Date'.
  11. Populate all remaining required fields and click [Add to Scratchpad] and [Final Review].
  12. An 'Interactions' dialog may be displayed.
  13. Override all interactions and click [Save Override and Exit]
  14. Validate the 'Final Review' dialog is displayed.
  15. Select "None" in the 'Output' field and click [Sign].
  16. Validate the order is displayed in the 'Order grid'.
Scenario 5: OE NX - Every Nth Day order that is lesser than 7 days and Give Initial Dose Now (with/without admin time)
Specific Setup:
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘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.
  • Two frequency codes must exist that are configured to be 'Routine' and 'Not Daily'. One without Scheduled Administration Times (Every 2 Days) and one with Scheduled Administration Times. (Every 2 Days at 12).
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. Select "Every 2 Days" in the 'Frequency' field.
  4. Validate the 'First Dose Date' field does not contain a value.
  5. Validate the 'First Dose Time' field does not contain a value.
  6. Click 'Give Initial Dose Now' [Yes].
  7. Validate the 'First Dose Date' field contains the current date.
  8. Validate the 'First Dose Time' field contains the current time is not rounded up to the nearest half hour or hour.
  9. Validate the 'Start Date' field contains the current date, same as the 'First Dose Date' field.
  10. Validate that the 'Stop Date' field contains a value that is after the 'Start Date'.
  11. Populate all remaining required fields and click [Add to Scratchpad] and [Sign].
  12. An 'Interactions' dialog may be displayed.
  13. Override all interactions and click [Save Override and Exit].
  14. Validate the order is displayed in the 'Order grid'.
  15. Search for and select any pharmacy-type order code in the 'New Order' field.
  16. Select "Every 2 Days at 12" in the 'Frequency' field.
  17. Validate the 'First Dose Date' field does not contain a value.
  18. Validate the 'First Dose Time' field does not contain a value.
  19. Click 'Give Initial Dose Now' [Yes].
  20. Validate the 'First Dose Date' field contains the current date.
  21. Validate the 'First Dose Time' field contains the current time is rounded up to the nearest half hour or hour.
  22. Validate the 'Start Date' field contains the current date, same as the 'First Dose Date' field.
  23. Validate that the 'Stop Date' field contains a value that is after the 'Start Date'.
  24. Populate all remaining required fields and click [Add to Scratchpad] and [Sign].
  25. An 'Interactions' dialog may be displayed.
  26. Override all interactions and click [Save Override and Exit]
  27. Validate the order is displayed in the 'Order grid'.
Scenario 6: OE NX - Admission Med Reconciliation - non external pharmacy mode - Every Nth Day order that is greater than 7 days and less than 7 days and Give Initial Dose Now (with/without admin time)
Specific Setup:
  • A client must have an active episode. (Client A).
  • “Client A” must have a ‘Date of Birth’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Diagnosis’ form.
  • A pharmacy type order codes must exist. (Order code A) (Order code B) (Order code C) (Order code D).
  • Two frequency codes must exist that is configured with 'Every Nth Day' set to "14" and has no admin times. (Every 2 weeks) and one with Scheduled Administration Times (Every 3 weeks) with 'Every Nth Day' set to "21".
  • Two frequency codes must exist that are configured to be 'Routine' and 'Not Daily'. One without Scheduled Administration Times (Every 2 Days) and one with Scheduled Administration Times. (Every 2 Days at 12).
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Click the 'Home Medications' tab and check off the 'No Known Medications' and 'Medication history reviewed and completed for Episode #1' checkboxes.
  3. Click the 'Admission Reconciliation' tab.
  4. Search for and select any pharmacy-type order code in the 'New Order' field.
  5. Select "Every 2 weeks" in the 'Frequency' field.
  6. Validate the 'First Dose Date' field does not contain a value.
  7. Validate the 'First Dose Time' field does not contain a value.
  8. Click 'Give Initial Dose Now' [Yes].
  9. Validate the 'First Dose Date' field contains the current date.
  10. Validate the 'First Dose Time' field contains the current time is not rounded up to the nearest half hour or hour.
  11. Validate the 'Start Date' field contains the current date, same as the 'First Dose Date' field.
  12. Validate that the 'Stop Date' field contains a value that is after the 'Start Date'.
  13. Populate all remaining required fields and click [Add to Scratchpad].
  14. Validate the 'Inpatient Medications Scratchpad' contains the new order with "Order Code A".
  15. Search for and select any pharmacy-type order code in the 'New Order' field.
  16. Select "Every 3 Weeks" in the 'Frequency' field.
  17. Validate the 'First Dose Date' field contains the current date.
  18. Validate the 'First Dose Time' field contains the scheduled time.
  19. Click 'Give Initial Dose Now' [Yes].
  20. Validate the 'First Dose Date' field contains the current date.
  21. Validate the 'First Dose Time' field contains the current time is rounded up to the nearest half hour or hour.
  22. Validate the 'Start Date' field contains the current date, same as the 'First Dose Date' field.
  23. Validate that the 'Stop Date' field contains a value that is after the 'Start Date'.
  24. Populate all remaining required fields and click [Add to Scratchpad].
  25. Validate the 'Inpatient Medications Scratchpad' contains the new order with "Order Code B".
  26. Search for and select any pharmacy-type order code in the 'New Order' field.
  27. Select "Every 2 Days" in the 'Frequency' field.
  28. Validate the 'First Dose Date' field does not contain a value.
  29. Validate the 'First Dose Time' field does not contain a value.
  30. Click 'Give Initial Dose Now' [Yes].
  31. Validate the 'First Dose Date' field contains the current date.
  32. Validate the 'First Dose Time' field contains the current time is not rounded up to the nearest half hour or hour.
  33. Validate the 'Start Date' field contains the current date, same as the 'First Dose Date' field.
  34. Validate that the 'Stop Date' field contains a value that is after the 'Start Date'.
  35. Populate all remaining required fields and click [Add to Scratchpad].
  36. Validate the 'Inpatient Medications Scratchpad' contains the new order with "Order Code C".
  37. Search for and select any pharmacy-type order code in the 'New Order' field.
  38. Select "Every 2 Days at 12" in the 'Frequency' field.
  39. Validate the 'First Dose Date' field contains the current date.
  40. Validate the 'First Dose Time' field contains the scheduled time.
  41. Click 'Give Initial Dose Now' [Yes].
  42. Validate the 'Confirm dose time' dialog is displayed.
  43. Click [Skip] and [Save].
  44. Validate the 'First Dose Date' field contains the current date.
  45. Validate the 'First Dose Time' field contains the current time is rounded up to the nearest half hour or hour.
  46. Validate the 'Start Date' field contains the current date, same as the 'First Dose Date' field.
  47. Validate that the 'Stop Date' field contains a value that is after the 'Start Date'.
  48. Populate all remaining required fields and click [Add to Scratchpad].
  49. Validate the 'Inpatient Medications Scratchpad' contains the new order with "Order Code D".
Topics
• Order Entry Console
AV-95446 Summary | Details
Order Entry Console - One Time Only - Default Duration
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 - Priority Filter & Duration - External Pharmacy
Specific Setup:
  • The 'Avatar Order Entry->Facility Defaults->Client Profile->->->Default Dur of 1 for New OTO Orders' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A pharmacy-type order code must have 'Default Duration (Days)' set to "8" in the 'Order Code Setup' form. (Order Code A)
  • A frequency code must exist that is configured as follows: (Frequency Code A)
  • 'Routine or PRN(As Needed)' = "Routine"
  • 'One Time Only' set to "Yes"
  • 'Default to Give Initial Dose Now' = "Yes".
  • 'OrderConnect Frequency Code' = "One Time Only".
  • 'Hours of Administration' = "08:00 AM" and "08:00 PM" selected.
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.

Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" in the 'New Order' field.
  3. Validate that "Frequency Code A" is displayed in the 'Freq' field.
  4. Validate the 'Duration' field displays "8" and that [Days] is selected.
  5. Populate all required fields and click [Add to Scratchpad].
  6. Create an order whose priority is "PRN" and click [Add to Scratchpad].
  7. Create an order whose priority is "STAT" and click [Add to Scratchpad].
  8. Create an order whose priority is "Other" and click [Add to Scratchpad].
  9. Click [Sign].
  10. Validate the 'Order grid' contains 4 orders.
  11. Select "All" in the 'Priority' field and validate that all orders are displayed.
  12. Click on the "Order Details" column and validate the orders are sorted alphabetically.
  13. Select "Other" in the 'Priority' field and validate the order with an "Other" priority is displayed.
  14. Select "PRN" in the 'Priority' field and validate the order with a "PRN" priority is displayed.
  15. Select "Routine" in the 'Priority' field and validate the order with a "Routine" priority is displayed.
  16. Select "STAT" in the 'Priority' field and validate the order with "STAT" priority is displayed.
  17. Select "Unknown" in the 'Priority' field and validate that no orders are displayed.
Topics
• Order Entry Console
AV-96813 Summary | Details
Treatment Plan - Plan participants signature
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Registry Settings (PM)
  • Site Specific Section Modeling (CWS)
Scenario 1: Client Merge (InPatient and Outpatient)
Specific Setup:
  • At least two clients must be admitted to active episodes. One client is admitted in the inpatient program and the other client is admitted in the outpatient program. (Client A, and Client B).
Steps
  1. Access the 'Client Merge' form.
  2. Set the 'Source Client' field to "Client A"
  3. Select "Episode # 1" from the 'Source Client Episode' field.
  4. Set the 'Target Client' field to "Client B"
  5. Validate the 'Create New Episode On Merge' field is equal to "Yes"
  6. Click [File]
  7. Validate a 'Do you wish to continue with the indicated action?' message is displayed.
  8. Click [Yes].
  9. Validate a message stating 'The following new episode has been created for the target client indicated. Episode 2' is displayed.
  10. Click [OK].
  11. Click [Close Form]
  12. Using SQL, view the SQL tables SYSTEM.cw_tx_pn_sign_data and SYSTEM.cw_tx_pn_sign_data_audit,validate the date_captured and time_captured columns are populated in the row(s) added. Note: This only affects rows created since the update was installed. Previously filed data will have the columns but they won't be populated.
Scenario 2: Treatment Plan - Obtain Signature
Specific Setup:
  • The 'Treatment Plan' form must have a signature field.
  • A client must be enrolled in an existing episode (Client A).
  • Must have a Topaz Signature pad for testing.
  • Citrix Users - Citrix Versions (pre - 7.6) - BSB / BBSB pads are supported.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Add the desired treatment plan items.
  7. Click [Return To Plan].
  8. In the "Plan Participants" section of the main page, click [New Row].
  9. Add a row to the Plan Participants table.
  10. Double-click on the "Signature" column of that row.
  11. Double-click [Sign] in the 'Signature' field.
  12. Validate the 'Please Sign Below' dialog is displayed.
  13. Use the mouse to sign in the dialog box.
  14. Validate the dialog contains the signature.
  15. Click [OK].
  16. Validate the 'Please Sign Below' dialog is no longer displayed.
  17. Validate no errors display and the 'Please Sign On Signature Pad' dialog is displayed. Please note: for users using the SigPlusExtLite, the following will display: "Opening signature dialog, please wait..." and an additional dialog will open.
  18. Sign on the signature pad.
  19. Validate the dialog contains the signature.
  20. Click [Cancel].
  21. Disconnect the signature pad.
  22. Double-click [Sign] in the 'Signature' field.
  23. Validate the 'Please Sign Below' dialog is displayed.
  24. Use the mouse to sign in the dialog box.
  25. Validate the dialog contains the signature.
  26. Click [OK].
  27. Validate the 'Please Sign Below' dialog is no longer displayed.
  28. Validate the 'Signature' field contains the signature.
  29. Select "Final" in the 'Treatment Plan Status' field.
  30. Submit the form.
  31. Validate the temporary SQL table CWSTEMP.cw_pn_tx_sign_data has a row added for the 2 treatment Plan grid signatures.
  32. Validate the document image contains all 3 signatures, the 2 from the participant grid and 1 from the form signature.
  33. Click [Sign]
  34. Key in the use's password.
  35. Click [Verify]
  36. Using SQL, view the SQL tables SYSTEM.cw_tx_pn_sign_data and SYSTEM.cw_tx_pn_sign_data_audit, validate the signaturecontent column is populated in the row(s) added. Note: This only affects rows created since the update was installed. Previously filed data will have the columns but they won't be populated.
  37. Using SQL, view the SQL tables SYSTEM.cw_tx_pn_sign_data and SYSTEM.cw_tx_pn_sign_data_audit,validate the date_captured and time_captured columns are populated in the row(s) added. Note: This only affects rows created since the update was installed. Previously filed data will have the columns but they won't be populated.
  38. Open the "Clinical Document Viewer"
  39. Select "Client" from the Select Type: drop down list
  40. Click the Individual radio button
  41. Set the 'Select Client'" to "601"
  42. Click the TAMMY SMITH (000000601) cell
  43. Click [Process]
  44. Click [View] button on row 1
  45. Validate the Signature(s) appear on the finalized form
  46. Click [Print]
  47. Validate the Signature appears on the printed document
  48. Click [Close All Documents]
  49. Click the [Search] tab
  50. Click [Close]
Scenario 3: Progress Notes (Group and Individual) Copy - Validate 'Treatment Plan' Grid and 'Signature' fields
Specific Setup:
  • Set the registry setting "Enable Treatment Plan Grid" to "Yes".
  • A signature field must be added to a copy of the Progress Note (Group and Individual) using "Site Specific Section Modeling".
  • Using "Document Routing Setup", enable document routing for the progress note copy form.
Steps
  1. Open the copy of the "Progress Notes (Group and Individual)" from setup that has a signature field.
  2. Add an independent progress note.
  3. In the Treatment plan Grid, attach a treatment plan problem.
  4. Click [Sign].
  5. Sign the document by using the signature pad.
  6. Set the "Draft/Final" field to "Final".
  7. Click [Submit].
  8. Enter the "Password".
  9. Validate the document image contains the signature.
  10. Using the preferred method to validate SQL data, validate a row was added to the CWSTEMP.cw_tx_pn_sign_data.
  11. Validate the above temporary table contains a column called date_captured and time_captured are correct based on when the document was signed.
  12. Click [Sign] or [Accept].
  13. Using the "Clinical Document Viewer" form, validate the document displays as it was saved with the signature included
  14. Using the preferred method to validate SQL data, validate a row was added to the SYSTEM.cw_tx_pn_sign_data and SYSTEM.cw_tx_pn_sign_data_audit.
  15. Validate the above SQL table contains a column called date_captured and time_captured are correct based on when the document was signed. Note: This only affects rows created since the update was installed. Previously filed data will have the columns but they won't be populated.
Topics
• Client Merge • Progress Notes • Treatment Plan
AV-97419 Summary | Details
'External Documents' widget - 'Care Team' button
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • External Documents
Scenario 1: 'External Documents' widget - Validate the 'Care Team' button
Specific Setup:
  • The 'External Document' widget and 'Console Widget Viewer' are on the HomeView.
  • A client has available CCD's (Client A).
Steps
  1. Select "Client A" and access the 'External Documents' widget.
  2. Click [Search].
  3. Validate a message is displayed stating: Match(es) found, # document(s) returned.
  4. Click [OK].
  5. Click [View] for the first of the CCDs.
  6. Validate that the CCD is displayed in the 'Console Widget Viewer'. Take note of the Care Team details.
  7. Click [Care Team] for the same CCD.
  8. Validate the Care Team details opened in a new tab of the 'Console Widget Viewer' based on the Care Team section of the CCD.
  9. Click the [Close All] button.
  10. Validate all opened documents are closed successfully.
Topics
• CCD's
AV-97527 Summary | Details
FoRSE Development - Middleware Grid Support
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • FoRSE Configuration
  • User Definition
  • Admission
  • FoRSE Mapping
Scenario 1: FoRSE Configuration
Specific Setup:
  • Using the "User Definition" form, give the user access to the "FoRSE Configuration".
  • Refresh the menus.
Steps
  1. Open the "FoRSE Configuration" form.
  2. Enable "FoRSE" functionality.
  3. Set the "Facility ID" to the value assigned by NAATP.
  4. Set the "Secret Key" to the value assigned by NAATP.
  5. Set the "Register New Company URL" to the URL provided by NAATP.
  6. Set the "Registration Status URL" to the URL provided.
  7. Set the "Surveys URL" to the URL provided.
  8. Go to the "FoRSE Facility Configuration" section.
  9. Enter the information for the EHR Facilities added.
  10. Click [Submit] to file the data.
  11. Open the "FoRSE Configuration" form.
  12. Validate the "Enable" radio button is clicked.
  13. Validate "Facility ID" is set to the value assigned by NAATP.
  14. Validate the "Secret Key" is set to the value assigned by NAATP.
  15. Validate the "Register New Company URL" is set to the URL provided by NAATP.
  16. Validate the "Registration Status URL" is set to the URL provided.
  17. Validate "Surveys URL" is set to the URL provided.
  18. Go to the "FoRSE Facility Configuration" section.
  19. Validate the information for the EHR Facilities is correct.
  20. Click [View] in the "FoRSE Status" column of each row added.
  21. Validate the "FoRSE Status" indicates "Success".
  22. Click [Discard] to close the form
Scenario 2: FoRSE Mapping
Specific Setup:
  • FoRSE must be configured and enabled.
Steps
  1. Open the "FoRSE Mapping" form.
  2. Add a new mapping.
  3. Select the desired survey to map to in the "Type of Survey" drop down,
  4. Check the "EHR Facility IDs" to submit for this particular survey.
  5. For each Question in the survey, select an Avatar form and field to map to.
  6. Click [View] under the "Field Translation" column.
  7. Left as is, the system will use the default dictionary values and codes.
  8. If you wish to change the default dictionary values, you can use the "Field Translation".
  9. Click [Submit] to file the form.
  10. Open the "FoRSE Mapping" form.
  11. Edit an existing mapping.
  12. Select an existing mapping in the "Mapping" drop down
  13. Validate mapping is enabled.
  14. Validate the "EHR Facility IDs" are the ones selected previously.
  15. Validate the "Field Mapping" is as what was previously entered.
  16. Close the form.
  17. File the "Admission" form either for a new client or an existing client.
  18. Open the "FoRSE Configuration" form.
  19. Go to the "FoRSE Monitor" section.
  20. Set the start and end dates.
  21. Select the client.
  22. Click [Launch Report].
  23. Click [Click To View Record].
  24. Validate payload indicates success.
  25. Close the form.
Topics
• FoRSE • NX Only
AV-97602 Summary | Details
'Online Documentation' link
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
Scenario 1: Validate login to the Netsmart Resource Center via 'Online Documentation' link
Specific Setup:
  • The logged-in user does not have an 'Organization Email Address' on file in the 'Supplemental' section of 'User Definition'.
Steps
  1. Access the 'User Definition' form.
  2. Click the 'Online Documentation' link.
  3. Validate a dialog is displayed for login to the Netsmart Resource Center.
  4. Enter an email address that has no domain in the 'Enter organizational e-mail address' field.
  5. Validate a message displays: Invalid e-mail Format.
  6. Enter an email address with a domain longer than 4 characters in the 'Enter organizational e-mail address' field.
  7. Re-enter the email address in the 'Re-enter organizational e-mail address' field.
  8. Check the 'By checking this box, I represent to you that I have read and agree to the Terms of Use set forth above' checkbox.
  9. Click [OK].
  10. Validate the 'Netsmart Resource Center' is displayed in a web browser.
  11. Sign out.
Topics
• User Definition
AV-97699 Summary | Details
JxBrowser- Dev-Tools dialog
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • CareConnect Inbox
Scenario 1: DevTools (jxBrowser) Debug Dialog (Internal only). - Validate (right-click menu) 'Show' and 'Hide' selection functionality
Steps
  1. Internal Testing Only
Topics
• POV Widgets

RADplus_Client_Update_3542-003_Details.csv