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RADplus Client Update 3542-004 Acceptance Tests

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AV-72852 Summary | Details
eMAR - Lab Orders - Specimen Collection - Specimen Collection After Initial Refusal
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR
  • Orders This Episode
Scenario 1: eMAR - Lab Orders - Specimen Collection - Specimen Collection After Initial Refusal
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Display Indicator When Administration Event Has Been Refused' registry setting must be set to "Yes".
  • The following extended attributes must be set in the eMAR Tabled Files ‘(10000) Administration Event’ dictionary for “Refused”:
  • ‘Successful Administration’ = “No”
  • ‘Client Refusal’ = “Yes”
  • The following extended attributes must be set in the eMAR Tabled Files ‘(10000) Administration Event’ dictionary for “NURSE-ADMIN”:
  • ‘Successful Administration’ = “Yes”
  • ‘Client Refusal’ = “No”
  • A frequency code with scheduled administration times must exist. (Twice A Day with administration times at 09:00 AM and 09:00 PM)
  • 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 lab-type order code in the 'New Order' field.
  3. Select "Twice A Day" in the 'Frequency' field.
  4. Populate all required fields, set the 'Start Time' field to "12:00 AM", and click [Add to Scratchpad] and [Sign].
  5. Validate the ‘Order grid’ contains the new order.
  6. Access the 'eMAR' widget.
  7. Click the 'Lab Orders' tab.
  8. Validate that an order for "Order Code A" is displayed with scheduled collection times.
  9. Select the “0900” cell and click [Administer].
  10. Validate the ‘Order Acknowledgement’ dialog is displayed and click [OK].
  11. Validate the ‘Client Education’ dialog is displayed.
  12. Select “Yes” in the ‘Education Performed’ field and click [OK].
  13. Validate the ‘Administration Event’ dialog is displayed.
  14. Select "Refused" in the 'Collection Event' field
  15. Check the 'Accept specimen collection entered' field and click [OK].
  16. Validate that "Refused" and the time refused with a thumbs down icon to the right of it, is displayed in the first cell under the current date.
  17. Right click the first cell and click [Specimen Collection After Initial Refusal].
  18. Validate the ‘Specimen Collection’ dialog is displayed.
  19. Search and select "Nurse Administered" in the 'Collection Event' field and click [Submit Edit].
  20. Validate the "Administration After Initial Refusal" icon is displayed in the first cell.
Topics
• eMAR • eMAR NX • Order Entry Console
AV-78896 Summary | Details
Order Entry Console - Discharge Medication Reconciliation - Deselecting and Reselecting a Client
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 - Do Not Add and Do Not Add Remaining
Specific Setup:
  • 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 "DIGOXIN 0.125 MG Tablet ORAL" in the 'New Order' field.
  3. Set the 'Dose' field to ".125". and press Tab.
  4. Validate the 'Dose' field contains "0.125".
  5. Select "MG" in the 'Dose Unit' field.
  6. Select "3 TIMES A DAY" in the 'Freq' field.
  7. Set the 'Duration' field to "28" and click [Days].
  8. Click [Add to Scratchpad].
  9. Search for and select "ATIVAN (LORAZEPAM) 2 MG TABLET ORAL (Schedule IV)" in the 'New Order' field.
  10. Set the 'Dose' field to "1".
  11. Select "Tablet" in the 'Dose Unit' field.
  12. Select "AS NEEDED" in the 'Freq' field.
  13. Set the 'Duration' field to "15" and click [Days].
  14. Click [Add to Scratchpad].
  15. Search for and select "PERCOCET 325 MG-5 MG TABLET ORAL (Schedule II)" in the 'New Order' field.
  16. Set the 'Dose' field to "1".
  17. Select "Tablet" in the 'Dose Unit' field.
  18. Select "Every 8 Hours, As Needed" in the 'Freq' field.
  19. Set the 'Duration' field to "3" and click [Days].
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the 'Interactions' dialog is displayed.
  22. Override all interactions and click [Save Override and Exit].
  23. Validate the 'Order grid' contains the following orders:
  24. PERCOCET 325 MG-5 MG ORAL TABLET (Schedule II) 1 Tablet, Every 8 Hours, As Needed
  25. ATIVAN (LORAZEPAM) 2 MG ORAL TABLET (Schedule IV) 1 Tablet, AS NEEDED
  26. DIGOXIN 0.125 MG ORAL Tablet 0.125 MG, 3 TIMES A DAY
  27. Click the 'Discharge Med Reconciliation' tab.
  28. Validate that row 1 of the 'Inpatient Medications' order grid contains an order for "ATIVAN (LORAZEPAM) 2 MG ORAL TABLET (Schedule IV) 1 Tablet, AS NEEDED".
  29. Validate that row 2 of the 'Inpatient Medications' order grid contains an order for "DIGOXIN 0.125 MG ORAL Tablet 0.125 MG, 3 TIMES A DAY".
  30. Validate that row 3 of the 'Inpatient Medications' order grid contains an order for "PERCOCET 325 MG-5 MG ORAL TABLET (Schedule II) 1 Tablet, Every 8 Hours, As Needed".
  31. Select the "ATIVAN" order
  32. Set the 'New Order' field to "ACETA " and wait for a few seconds and finish typing "MINOP" and immediately click [Do Not Add].
  33. Click [Clear Client].
  34. Search for and select the same client.
  35. Access the 'Discharge Reconciliation' tab and verify that there is no error is displayed.
  36. Validate that the "ATIVAN" order contains "DNA" in the 'Action' column.
  37. Set the 'New Order' field to "ACETA " and wait for a few seconds and finish typing "MINOP" and immediately click [Do Not Add Remaining].
  38. Validate that "DNA" is displayed in the 'Action' column for both the "DIGOXIN" and "PERCOCET" orders.
  39. Click [Undo] for all orders and validate that the orders are not selected in the 'Inpatient Medications' order grid.
Topics
• Discharge Med Reconciliation
AV-79981 Summary | Details
eMAR - Sliding Scale Insulin
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR
  • Orders This Episode
Scenario 1: eMAR NX - Creating a Sliding Scale Insulin Order and Administer in eMAR - Witness Required
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.
  • A pharmacy-type order code must exist with the 'Enable Sliding Scale Insulin Instructions' checkbox checked. (Order Code A)
  • A frequency code with no set hours of administration must exist. (Frequency Code A).
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order A" from the 'New Order' field.
  3. Select "Sliding Scale Insulin" button and add [New Row].
  4. Select "Frequency Code A" from the 'Frequency' field.
  5. Populate the required fields, click [Add to Scratchpad], and [Sign].
  6. Access the 'eMAR' widget.
  7. Validate that an order for "Order Code A" is displayed.
  8. Click [Dose] and [Administer] and then complete 'Order Acknowledgment' and 'Client Education'.
  9. Validate Date of Admission and Time of Admission.
  10. Populate the required fields in the Clinical Data.
  11. Click the 'View Sliding Scale' link and provide value in the 'Blood Glucose' field.
  12. Validate the appropriate 'Units' is getting highlighted and click [Select Dose].
  13. Populate the required fields and click [Save].
  14. Validate the order information displays in the cell selected.
Topics
• eMAR
AV-80114 Summary | Details
eMAR - Blood Glucose on Additional Data (Administration) and Additional Data (Results)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (CWS)
Scenario 1: eMAR - Time Window for Selection of Previously Entered Blood Glucose Results in eMAR with The 'Allow Selection of Previously Entered Blood Glucose Results in eMAR' = "V"
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Time Window for selection of previously entered Blood Glucose readings in eMAR' registry setting must be set to "120".
  • The 'Avatar eMAR->General->Settings->->->Allow selection of previously entered Blood Glucose readings in eMAR' registry setting must be set to "V".
  • Please log out of the application and log back in after completing the above configuration.
  • A pharmacy type-order code must exist with "Blood Glucose" selected in the 'Additional Data Elements To Include In Avatar eMAR (Administration)' and in the 'Additional Data Elements To Include In Avatar eMAR (Results)' fields. (Order Code A)
  • Make note of the value in the 'NDC' field for "Order Code A".
  • A client must have an inpatient episode whose program or unit are configured in the ‘External Pharmacy Setup’ form. (Client A).
  • "Client A" must have values entered in the 'Blood Glucose' field in the 'Vitals Entry' form at the following times:
  • A half an hour in the past. (Value A)
  • Fifteen minutes in the past. (Value B)
  • Current time. (Value C)
  • “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. Populate all required fields and click [Add to Scratchpad] and [Final Review].
  4. Validate the ‘Interactions’ dialog is displayed.
  5. Override all interactions and click [Save Override and Exit].
  6. Validate the 'Final Review' dialog is displayed.
  7. Select "None" in the 'Output' field and click [Sign].
  8. Validate the ‘Order grid’ contains the new order.
  9. Access the 'eMAR' widget.
  10. Validate that an order for "Order Code A" is displayed with scheduled administration times.
  11. Select the first cell under the current date with an administration time and click [Administer].
  12. Complete 'Order Acknowledgement' and 'Client Education'.
  13. Validate that the 'Administration Event' dialog is displayed.
  14. Set the 'Med ID' field to "Order Code A's" NDC.
  15. Select "Nurse Administered" in the 'Administration Event' field and click [Save].
  16. Click [Warning-View], override all warnings, and click [OK].
  17. Click the 'Additional Data (Administration)' tab.
  18. Enter a value in the 'Blood Glucose (mg/dL)' field.
  19. Select "Value A" in the 'Blood Glucose (mg/dL)' field.
  20. Validate the 'Blood Glucose (mg/dL)' fields contain the same value.
  21. Select "Value B" in the 'Blood Glucose (mg/dL)' field.
  22. Validate the 'Blood Glucose (mg/dL)' fields contain the same value.
  23. Select "Value C" in the 'Blood Glucose (mg/dL)' field.
  24. Validate the 'Blood Glucose (mg/dL)' fields contain the same value.
  25. Check the 'Accept administration information entered' checkbox and click [Ok].
  26. Validate the cell selected contains the amount administered and the time administered.
  27. Double click the administered cell.
  28. Validate the 'Administration Record - Results' dialog is displayed.
  29. Set the 'Result' field to any value.
  30. Click the 'Add'l Data (Results)' tab.
  31. Select "Value A" in the 'Blood Glucose (mg/dL)' field.
  32. Validate the 'Blood Glucose (mg/dL)' fields contain the same value.
  33. Select "Value B" in the 'Blood Glucose (mg/dL)' field.
  34. Validate the 'Blood Glucose (mg/dL)' fields contain the same value.
  35. Select "Value C" in the 'Blood Glucose (mg/dL)' field.
  36. Validate the 'Blood Glucose (mg/dL)' fields contain the same value.
  37. Check the 'Accept administration information entered' checkbox and click [Ok].
Topics
• Avatar eMAR • Order Entry Console
AV-80661 Summary | Details
eMAR - Administering an order with 'Prevent Administration Events For Unverified Pharmacy Orders' set to "5".
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • eMAR
  • eMAR - Order Acknowledgement
  • eMAR NX - Medication Administration
  • eMAR NX - Medication List
  • Launch RxConnect
  • Orders This Episode
  • Rx Summary
  • RxConnect
Scenario 1: eMAR - Administering an Order - 'Prevent Administration Events For Unverified Pharmacy Orders' set to "5"
Specific Setup:
  • The 'Avatar eMAR->General->Settings->->->Prevent Administration Events For Unverified Pharmacy Orders' registry setting must be set to "5".
  • 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. Select "Twice a Day" in the 'Freq' field.
  4. Set the 'Start Time' field to "12:00 AM".
  5. Populate all remaining 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 grid’ contains the new order.
  9. Access the 'eMAR' widget.
  10. Click 'Click here to provide override reason', select a value, enter an 'Other Reason' and click [Ok].
  11. Select the first cell under the current date and click [Administer].
  12. Validate a message is displayed "Error: Administrations are not allowed until this order has been verified by the pharmacy." and click [OK].
  13. Select the 'myDay' tab.
  14. Access the 'Launch RxConnect' form and click [Launch RxConnect].
  15. Select the 'Rx Summary' tab.
  16. Select the hospital associated with the Avatar application and click [Change and Resume].
  17. Find the order created for "Client A" and process the order.
  18. Close 'RxConnect'.
  19. Access the 'eMAR' widget.
  20. Validate the order created is displayed with scheduled administration times at "0900" and "2100".
  21. Click 'Click here to provide override reason', select a value, enter an 'Other Reason' and click [Ok].
  22. Click the "0900" cell under the current date and click [Administer].
  23. Complete 'Order Acknowledgement' and 'Client Education'.
  24. Validate the 'Administration Event' dialog is launched.
  25. Populate all required fields, override any alerts, and click [Save].
  26. Validate the cell under the "0900" column contains the amount administered and the time administered.
Topics
• Avatar eMAR • eMAR • eMAR NX • NX
AV-82467 Summary | Details
eMAR - Unscheduled follow-up error message
Scenario 1: eMAR NX - Reason Code Set With Follow-Up, Time Interval And Header - Order Code Set With Follow-Up, No Time Interval And Header
Specific Setup:
  • There must be at least two values defined in the Order Entry Tabled Files '(10138) eMAR Follow-Up Reminder Heading' dictionary. (Heading A, and Heading B)
  • There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A)
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”:
  • ‘(536) Generate eMAR Follow-Up Reminders’ = “Yes”
  • ‘(537) Time Interval For eMAR Follow-Up Reminders’ = “15”
  • ‘(10138) eMAR Follow-Up Reminder Heading’ = “Heading A”
  • Please log out of the application and log back in after completing the above configuration.
  • A pharmacy-type order code must exist with the following configuration (Order Code A):
  • ‘Generate eMAR Follow-Up Reminders’ = “Yes”
  • ‘Time Interval For eMAR Follow-Up Reminders’ = “”
  • ‘eMAR Follow-Up Reminder Heading’ = “Heading B”
  • A frequency code with no set hours of administration must exist. (Frequency 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.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Select "Reason Code A" from the 'Reason Code' field.
  4. Select "Frequency Code A" from the 'Frequency' field.
  5. Populate any remaining required fields.
  6. Click [Add to Scratchpad] and [Sign].
  7. Access the 'eMAR' widget.
  8. Validate that an order for "Order Code A" is displayed with no scheduled administration times.
  9. Click [Dose] and [Administer] and then complete 'Order Acknowledgment' and 'Client Education'.
  10. Validate that the 'Administration Event' dialog is displayed.
  11. Set the 'Med ID' field to "Order Code A's" NDC.
  12. Select any successful administration event in the 'Administration Event' field and click [Save].
  13. Validate that the column representing the current hour displays a button for a follow-up, and the button shows 15 minutes past the time of administration.
  14. Access the 'Task List' widget.
  15. Search for and select "Client A" from the 'Search Patients' field.
  16. Validate that there is a scheduled "Med Order Follow-up" task for "Order Code A".
  17. Access the 'eMAR' widget.
  18. Select an empty cell in a 'Scheduled' follow-up.
  19. Validate the error “Invalid cell selection” is displayed.
Scenario 2: eMAR NX - Both Reason Code And Order Code Have A Follow-Up - Neither Have Set Time Intervals Nor Headers
Specific Setup:
  • There must be at least one value defined in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary. (Reason Code A)
  • The following extended attributes must be set in the Order Entry Tabled Files ‘(504) Reason Code Setup’ dictionary for “Reason Code A”:
  • ‘(536) Generate eMAR Follow-Up Reminders’ = “Yes”
  • ‘(537) Time Interval For eMAR Follow-Up Reminders’ = “”
  • ‘(10138) eMAR Follow-Up Reminder Heading’ = “”
  • Please log out of the application and log back in after completing the above configuration.
  • A pharmacy-type order code must exist with the following configuration (Order Code A):
  • ‘eMAR Follow-Up Reminders’ = “Yes”
  • ‘Time Interval For eMAR Follow-Up Reminders’ = “”
  • ‘eMAR Follow-Up Reminder Heading’ = “”
  • A frequency code with no set hours of administration must exist. (Frequency 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.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select "Order Code A" from the 'New Order' field.
  3. Select "Reason Code A" from the 'Reason Code' field.
  4. Select "Frequency Code A" from the 'Frequency' field.
  5. Populate any remaining required fields.
  6. Click [Add to Scratchpad] and [Sign].
  7. Access the 'eMAR' widget.
  8. Validate that an order for "Order Code A" is displayed.
  9. Click [Dose] and then complete 'Order Acknowledgment' and 'Client Education'.
  10. Validate that the 'Administration Event' dialog is displayed.
  11. Set the 'Med ID' field to "Order Code A's" NDC.
  12. Select any successful administration event in the 'Administration Event' field and click [Save].
  13. Validate that the row for "Order Code A" displays the amount given and time given under the 'Current Hour' column.
  14. Validate that only one 'Follow-up' button exists under the 'Overdue/Unscheduled' column.
  15. Access the 'Task List' widget.
  16. Search for and select "Client A" from the 'Search Patients' field.
  17. Validate that there is a "Med Order Follow-up" task for "Order Code A" in the 'Unscheduled' column.
  18. Access the 'eMAR' widget.
  19. Select an empty cell in a 'Unscheduled' follow-up.
  20. Validate the error “Invalid cell selection” is displayed.
Topics
• Follow Up
AV-82591 Summary | Details
eMAR NX - Retain Qty/Unit if Med ID does not start with a numeral' registry setting set to "N" will clear Qty and Unit
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR - Lab Orders
  • eMAR
  • eMAR NX - Follow-Up
  • eMAR NX - Medication Administration
  • nx-error-dialog
  • Order Code Setup
  • Order Entry Console
  • Registry Settings (PM)
Scenario 1: eMAR - Additional Data (Results)
Specific Setup:
  • A pharmacy-type order code must be configured in the 'Order Code Setup' form to include and require "Blood Glucose" on the 'Additional Data' tabs of an eMAR 'Administration Event' (Order Code A)
  • The 'Allow selection of previously entered Blood Glucose readings in Emar' registry setting 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. Select the 'eMAR' tab.
  6. Validate the order for "Order Code A" is displayed.
  7. Click [Scan Client] and complete the 'Wristband Scan Override'.
  8. Perform 'Order Acknowledgement' and 'Client Education' for the order.
  9. Select any cell under the current date for "Order Code A" and click [Administer].
  10. Validate that the 'Qty' field is set to "1".
  11. Validate that the 'Unit' field is set to "Tablet".
  12. Set 'Med ID' to "Unknown".
  13. Validate the values in the 'Qty' and 'Unit' fields are removed.
  14. Populate any remaining required fields on the 'Administration Event' tab.
  15. Click [Warning View].
  16. Override all warnings and click [OK].
  17. Click the 'Additional Data (Administration)' tab.
  18. Do not enter data for any fields and check the 'Accept administration information entered' checkbox and click [OK].
  19. Validate the 'Missing Required Fields' dialog is displayed, contains the missing required fields, and click [OK].
  20. Populate the required fields in 'Additional Data (Administration)' tab and validate a green checkmark displays.
  21. Click [OK].
  22. Validate the selected cell contain the administration event data.
  23. Click [Refresh] and double click on the administered cell and validate 'Administration Record - Results' dialog is displayed.
  24. Select the 'Add'l Data (Administration)' tab and validate the given data is saved.
  25. Select the 'Add'l Data (Results)' tab and validate the fields are required.
  26. Do not populate any fields and check the 'Accept administration information entered' checkbox and click [OK].
  27. Validate the 'Missing Required Fields' dialog is displayed and contains the missing required fields and click [OK].
  28. Access the 'Add'l Data (Results)' tab and populate all the required fields in 'Add'l Data (Results)' tab and click [OK].
  29. Click [Refresh] and double click on the administered cell and validate 'Administration Record - Results - View Only' dialog is displayed.
  30. Select the 'Add'l Data (Results)' tab and validate the given data is displayed and click [Cancel].
Topics
• eMAR • Order Entry Console
AV-83533 Summary | Details
OE Console - Discharge Medication Reconciliation - Dispense Qty and Days Supply
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Order Entry Console
Scenario 1: OE Console - JB7 - Discharge Med Rec - Dispense Quantity field is not auto-calculating when Days Supply is entered and Duration is less than the default duration
Specific Setup:
  1. An order code must exist that has a default duration in days in the ‘Order Code Setup’ form. (ADVIL PM (19673) 38 MG-200 MG TABLET ORAL)
  2. A client must have an active episode. (Client A)
  3. "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 from the ‘New Order’ field. (Order A)
  3. Set the ‘Dose’ field to “1”.
  4. Select "TABLET" in the ‘Dose Unit’ field.
  5. Select "3 TIMES A DAY" in the ‘Freq’ field.
  6. Set the ‘Duration’ field to "3" and click [Days].
  7. Validate the ‘Days Supply’ field contains "3".
  8. Validate the ‘Dispense Qty’ field contains "9".
  9. Click [Add to Scratchpad].
  10. Validate the 'Order grid' contains an order for “Order A”.
  11. Click the ‘Discharge Med Reconciliation’ tab.
  12. Select "Order A" order in ‘Inpatient Medications’ and click [Add to Scratchpad As RX].
  13. Select the order "Order A" in the 'Home Medications Scratchpad (Post-Discharge)'.
  14. Set the ‘Days Supply’ field to "2".
  15. Validate the ‘Dispense Qty’ field to "6".
  16. Click [Update Order].
  17. Click [Review and Sign].
  18. Validate the ‘Final Review’ dialog is displayed and click [Sign].
  19. Validate the ‘Discharge Med Reconciliation’ tab is in view-only mode.
Scenario 2: OE Console - JB7 - Discharge Med Rec - Dispense Quantity field is not auto-calculating when Days Supply is entered and the order was ordered in Doses
Specific Setup:
  1. An order code must exist that has a default duration in doses in the ‘Order Code Setup’ form. (ADVIL PM (19673) 38 MG-200 MG TABLET ORAL)
  2. A client must have an inpatient episode whose program or unit are not configured in the ‘External Pharmacy Setup’ form. (Client A)
  3. “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. Remain on the ‘Orders This Episode’ tab.
  3. Search for and select any pharmacy-type order code from the ‘New Order’ field. (Order A)
  4. Set the ‘Dose’ field to “1”.
  5. Select "TABLET" in the ‘Dose Unit’ field.
  6. Select "3 TIMES A DAY" in the ‘Freq’ field.
  7. Set the ‘Duration’ field to "4" and click [Doses].
  8. Click [Add to Scratchpad].
  9. Validate the 'Order grid' contains an order for "Order A".
  10. Click the ‘Discharge Med Reconciliation’ tab.
  11. Validate the 'Inpatient Medications' order grid contains orders for "Order A".
  12. Select "Order A" order in ‘Inpatient Medications’ and click [Add to Scratchpad As RX].
  13. Validate the 'Home Medications Scratchpad (Post-Discharge)' contains an order for "ADVIL".
  14. Select the order "Advil" in the 'Home Medications Scratchpad (Post-Discharge)'.
  15. Set the ‘Days Supply’ field to "12".
  16. Validate the ‘Dispense Qty’ field to "36".
  17. Click [Update Order].
  18. Click [Review and Sign].
  19. Validate the ‘Interactions’ dialog is displayed.
  20. Override the interactions and click [Save Override and Exit].
  21. Validate the ‘Final Review’ dialog is displayed and click [Sign].
  22. Validate the ‘Discharge Med Reconciliation’ tab is in view-only mode.
Topics
• Discharge Med Reconciliation
AV-96191 Summary | Details
eMAR - Required Additional Data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Avatar eMAR - Lab Orders
  • eMAR
  • eMAR NX - Follow-Up
  • eMAR NX - Medication Administration
  • nx-error-dialog
  • Order Code Setup
  • Order Entry Console
  • Registry Settings (PM)
Scenario 1: eMAR - Additional Data (Results)
Specific Setup:
  • A pharmacy-type order code must be configured in the 'Order Code Setup' form to include and require "Blood Glucose" on the 'Additional Data' tabs of an eMAR 'Administration Event' (Order Code A)
  • The 'Allow selection of previously entered Blood Glucose readings in Emar' registry setting 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. Select the 'eMAR' tab.
  6. Validate the order for "Order Code A" is displayed.
  7. Click [Scan Client] and complete the 'Wristband Scan Override'.
  8. Perform 'Order Acknowledgement' and 'Client Education' for the order.
  9. Select any cell under the current date for "Order Code A" and click [Administer].
  10. Validate that the 'Qty' field is set to "1".
  11. Validate that the 'Unit' field is set to "Tablet".
  12. Set 'Med ID' to "Unknown".
  13. Validate the values in the 'Qty' and 'Unit' fields are removed.
  14. Populate any remaining required fields on the 'Administration Event' tab.
  15. Click [Warning View].
  16. Override all warnings and click [OK].
  17. Click the 'Additional Data (Administration)' tab.
  18. Do not enter data for any fields and check the 'Accept administration information entered' checkbox and click [OK].
  19. Validate the 'Missing Required Fields' dialog is displayed, contains the missing required fields, and click [OK].
  20. Populate the required fields in 'Additional Data (Administration)' tab and validate a green checkmark displays.
  21. Click [OK].
  22. Validate the selected cell contain the administration event data.
  23. Click [Refresh] and double click on the administered cell and validate 'Administration Record - Results' dialog is displayed.
  24. Select the 'Add'l Data (Administration)' tab and validate the given data is saved.
  25. Select the 'Add'l Data (Results)' tab and validate the fields are required.
  26. Do not populate any fields and check the 'Accept administration information entered' checkbox and click [OK].
  27. Validate the 'Missing Required Fields' dialog is displayed and contains the missing required fields and click [OK].
  28. Access the 'Add'l Data (Results)' tab and populate all the required fields in 'Add'l Data (Results)' tab and click [OK].
  29. Click [Refresh] and double click on the administered cell and validate 'Administration Record - Results - View Only' dialog is displayed.
  30. Select the 'Add'l Data (Results)' tab and validate the given data is displayed and click [Cancel].
Topics
• eMAR • Order Entry Console
AV-96530 Summary | Details
Treatment Plan - 'Assigned Services' grid
Scenario 1: Treatment Plan Copy (Interventions) - "Assigned Services" grid functionality
Specific Setup:
  • The following registry setting must be enabled:
  • 'Enable Service Entry Restriction by Client Treatment Plan'
  • 'Activate Program/Service Code Filter'
  • The 'Assign Services To Program' section in the 'Program Maintenance' form has 'Enable Service Entry Restriction for Program' set to 'Yes' for one or more programs.
  • Client must be admitted to an active episode (Client A).
  • A copy must exist of the 'Treatment Plan' form (Treatment Plan Copy) with the following:
  • Document routing enabled
  • The 'Assigned Services' grid for interventions marked required in 'Site Specific Section Modeling'
  • The logged in user has the "All Documents" widget and the "Console Widget Viewer" widget on their home view or an additional view.
Steps
  1. Select "Client A" and access the 'Treatment Plan Copy' form.
  2. Click [Add].
  3. Set the 'Plan Date' field to the current date.
  4. Select any value in the 'Plan Type' field.
  5. Select "Draft" in the 'Draft/Final' field.
  6. Click [Launch Plan] and [Add New Problem].
  7. Validate the tree view contains a red required flag indicating missing required fields.
  8. Enter the desired value in the 'Problem Code' field.
  9. Select the desired value in the 'Status (Problem List)' field.
  10. Enter the desired value in the 'Problem' field.
  11. Select the desired value in the 'Status' field.
  12. Populate any other required and desired fields for the problem.
  13. Validate the tree view no longer contains a red required flag.
  14. Click [Add New Intervention].
  15. Validate the tree view contains a red required flag indicating missing required fields.
  16. Enter the desired value in the 'Intervention' field.
  17. Select the desired value in the 'Status' field.
  18. Validate the 'Assigned Services' grid is required as expected.
  19. Click [Add Service] in the 'Assigned Services' grid.
  20. Select the desired value in the 'Service Program' field.
  21. Select the desired value in the 'Service Code' field.
  22. Validate the tree view no longer contains a red required flag.
  23. Click [Add Service] in the 'Assigned Services' grid.
  24. Validate the tree view contains a red required flag indicating missing required fields.
  25. Select the desired value in the 'Service Program' field.
  26. Select the desired value in the 'Service Code' field.
  27. Validate the tree view no longer contains a red required flag.
  28. Click [Back to Plan Page] and [Submit].
  29. Select "Client A" and access the 'Treatment Plan Copy' form.
  30. Validate the treatment plan filed in the previous steps is displayed and click [Edit].
  31. Click [Launch Plan].
  32. Validate all previously populated fields are displayed and the tree view does not contain any red required flags.
  33. Close the form.
Topics
• Treatment Plan
AV-97193 Summary | Details
Treatment Plan - Staff lookup fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Treatment Plan
Scenario 1: Treatment Plan - Staff member "Look-up" field results validation
Specific Setup:
  • In form "Treatment Plan", have a client [TestClient] with an existing treatment plan created. Note the current "Plan Date" set on the plan. [TestDate]
  • Have or create a staff member [StaffA] in form "Practitioner Enrollment" that has a "Start Date" submitted that set to a date later than [TestDate]
  • Have or create a staff member [StaffB] in form "Practitioner Enrollment", that has a "Start Date" submitted that is set to a date prior to [TestDate]
  • Have registry setting "'Practitioner Not Enrolled Warning" set to "W"
  • Have access to form "Registry Settings"
Steps
  1. Select [TestClient] and open the "Treatment Plan" form
  2. In the pre-display, select the existing row for edit
  3. Click [Launch Plan]
  4. Click [Add New Problem]
  5. Populate any required fields
  6. Navigate to either the "Staff Assigning" field or "Staff Responsible" search field
  7. Enter [StaffA] and click search
  8. Validate the practitioner is found and the entry is accepted
  9. Clear the search field
  10. Enter [StaffB] and click search
  11. Validate a "Warning" dialog is displayed stating "Warning! Clinician [TestClient] is Not Active for Treatment Plan Date"
  12. Click [OK]
  13. Validate the entry for [StaffB] remains in the "Staff Responsible" field as expected, since this was only a warning message
  14. Click [Add New Goal]
  15. Repeat step 1d
  16. Validate results are as expected
  17. Click [Add New Objective]
  18. Repeat step 1d
  19. Validate results are as expected
  20. Click [Add New Intervention]
  21. Repeat step 1d
  22. Validate results are as expected
  23. Submit the form
  24. Validate submission is successful
  25. Open form "Registry Settings"
  26. Search for setting "'Practitioner Not Enrolled Warning"
  27. Set to registry setting value to "E"
  28. Submit the form
  29. Select [TestClient] and reopen the "Treatment Plan" form
  30. In the pre-display, select the existing row for edit again
  31. Click [Launch Plan]
  32. Click [Add New Problem] to add another problem
  33. Populate any required fields
  34. Navigate to either the "Staff Assigning" field or "Staff Responsible" search field
  35. Enter [StaffA] and click search
  36. Validate the practitioner is found and the entry is accepted
  37. Clear the search field
  38. Enter [StaffB] and click search
  39. Validate this time an "Error" dialog is displayed stating, "Warning! Clinician [TestClient] is Not Active for Treatment Plan Date"
  40. Click [OK]
  41. Validate the entry for [StaffB] has been cleared from the field and replaced with the previous valid entry of [StaffA], as expected since this was an "Error" message
  42. Click [Add New Goal] to add another goal
  43. Repeat step 3d
  44. Validate results are as expected
  45. Click [Add New Objective] to add another objective
  46. Repeat step 3d
  47. Validate results are as expected
  48. Click [Add New Intervention] to add another intervention
  49. Repeat step 3d
  50. Validate results are as expected
  51. Submit the form
  52. Validate submission is successful
Topics
• Treatment Plan
AV-97724 Summary | Details
Update to Payment Total Calculation
Scenario 1: Spreadsheet Batch Remittance Posting - Copy and Paste Functionality
Specific Setup:
  • Registry Settings:
  • Set the 'Limit Registry Settings' to ‘Allow Posting of Zero Dollar Payment'.
  • Set the 'Registry Setting Value' to 'Y'
  • Posting/Adjustment Codes Definition:
  • Existing posting codes are identified to be used for Payment, Adjustment and Transfer.
  • Admission:
  • An existing client is identified, or a new client is admitted. Note the client's ID/name, episode number, admission program.
  • Guarantors/Payors:
  • An existing guarantor is identified, or a new guarantor is created to assign to the client. Note the guarantor's code/name.
  • Financial Eligibility:
  • The guarantor identified above is assigned to the client.
  • Recurring Client Charge Input:
  • 5-6 services are rendered to the client. Note the service start/end date.
  • Client Ledger:
  • The services are distributed to the guarantor assigned to the client in the financial eligibility record.
  • An interim billing batch is created to include client, guarantor, and services.
Steps
  1. Open the "Spreadsheet Batch Remittance Posting" form.
  2. Click [Create Batch] in 'Create, Edit, Or Delete Remittance Batch'.
  3. Enter any value in 'Batch Description'.
  4. Select the desired interim batch in 'Interim Batch Number'.
  5. Select a date from 'Posting Date'.
  6. Select a date from 'Date Of Receipt'.
  7. Click [Launch Work Screen].
  8. Validate that the client's services display, noting that the first row shows a summation of the services for the selected guarantor.
  9. Check the “+” row.
  10. For any service row, enter any 'Payment Amount' in 'Payment Amount'.
  11. Click [Copy] button.
  12. For any service row, Click 'Payment Amount'.
  13. Click [Paste] button.
  14. Verify 'Payment Amount' in summary row is updated correctly.
  15. Enter any 'Payment Code' in 'Payment Code'.
  16. Press Ctrl +c in keyboard.
  17. For any service row, enter any 'Payment Amount' in 'Payment Amount'.
  18. Click [Payment Code].
  19. Pres Ctrl + v in keyboard.
  20. Validate 'Payment Code' is pasted.
  21. For any service row, enter any 'Payment Amount' in 'Payment Amount'.
  22. Click [Undo].
  23. Validate the 'Payment Amount' set in previous step is erased.
  24. Click [Redo].
  25. Validate the 'Payment Amount' set in previous step is set back.
  26. Press Ctrl + z in keyboard.
  27. Validate the 'Payment Amount' set in previous step is erased.
  28. Press Ctrl + y in keyboard.
  29. Validate the 'Payment Amount' set in previous step is set back.
  30. Click [Accept].
  31. Click [Submit].
  32. Validate the message 'Posted'.
  33. Click [OK].
  34. Validate the Form Return Dialog.
  35. Click [No].
  36. Repeat steps 10- 29 for 'Adjust Amount' and 'Transfer Amount'.
  37. Click [Accept].
  38. Click [Submit].
  39. Validate the message 'Posted'.
  40. Click [OK].
  41. Validate the Form Return Dialog.
  42. Click [No].
Topics
• Spreadsheet Batch Remittance Posting • Spreadsheet Remittance Posting
AV-98047 Summary | Details
OE Console - Home Medications - Diagnosis
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Home Medications
Scenario 1: OE NX - Home Medication - "No Entry" is being defaulted in 'Diagnosis' for Taper/Titrations and Make Rx
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, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "Client A" should not have any values filed in the 'Diagnosis' form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Click on 'Home Medications' tab.
  3. Validate that the 'Reported' checkbox is unchecked.
  4. Search for and select any medication in the 'New Order' field.
  5. Validate the 'Diagnosis' field contains "No Entry" by default.
  6. Click [Taper/Titrate] and populate all the required fields in the dialog and click [Add to Scratchpad].
  7. Select the order from the 'Scratchpad' and validate that the 'Diagnosis' field value contains "No Entry".
  8. Populate all the required fields and click [Update Order] and [Final Review].
  9. Validate the 'Final Review' dialog is displayed.
  10. Select "None" in the 'Output' field and click [Sign].
  11. Check the 'Reported' checkbox.
  12. Search for and select any medication in the 'New Order' field and click [Save].
  13. Select the order and click [Make RX].
  14. Validate the 'Diagnosis' field contains "No Entry" by default.
  15. Click [Taper/Titrate] and populate all fields in the dialog and click [Add to Scratchpad].
  16. Select the order from the 'Scratchpad' and validate that the 'Diagnosis' field contains "No Entry".
  17. Populate all the required fields and click [Update Order] and [Final Review].
  18. Validate the 'Final Review' dialog is displayed.
  19. Select "None" in the 'Output' field and click [Sign].
Topics
• Home Medications
AV-98053 Summary | Details
Spreadsheet Batch Remittance Posting
Internal Test Only
Topics
n/a
AV-98211 Summary | Details
Spell checking
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • HomeView.Medical Notes Widget
Scenario 1: Validate spell-checking functionality on forms and widgets
Specific Setup:
  • Have access to a form [TestForm] that contains a "Text" field. For example any "Progress Note" type form
  • Have access to a widget [TestWidget] that contains a "Text" field within the widget, that allows for data entry. For this example, the "MedNote" widget is used
Steps
  1. Select a client and open [TestForm]
  2. Navigate to the text field
  3. Type in any word but misspell the word
  4. Validate the word is underscored in "Red"
  5. Right-click on the word
  6. Validate a list of word suggestions are listed in the drop down list
  7. Select the word with the correct spelling
  8. Validate the misspelled word in the text field has been replaced with the selected word containing the correct spelling
  9. Populate all desired fields on the form
  10. Submit the form
  11. Return to [TestForm]
  12. Validate the word in the text field is populated with the correctly spelled word, as expected
  13. Validate all other fields are populated as expected
  14. Close the form
  15. At the home view, select a desired client
  16. Navigate to the [TestWidget]. For this test the "MedNote" widget is used
  17. Click the "About" arrow in the widget to open that section
  18. Click the "(+) Add" button
  19. Validate the "Notes" text box is displayed
  20. Type in any word but misspell the word
  21. Validate the word is underscored in "Red"
  22. Right-click on the word
  23. Validate a list of word suggestions are listed in the drop down list
  24. Select the word with the correct spelling
  25. Validate the misspelled word in the text field has been replaced with the selected word containing the correct spelling
  26. Click [Save]
  27. Click the "Refresh" button on the widget
  28. Validate the "Notes" field in the "About" section is populated as expected
Topics
• Forms • Widgets
AV-98897 Summary | Details
Scheduling Calendar - Time Zone
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Crystal Report Viewer
  • Scheduling Calendar - Status Update
Scenario 1: Scheduling Calendar - Validate 'Time Zone' for individual appointments
Specific Setup:
  • A site is defined with hours for scheduling (Site A).
  • This site is configured for "US/Eastern" time zone. Please note: this is done in the 'Site Registration' form in Avatar NX.
  • One or more practitioners defined with hours for scheduling.
  • Multiple time zones must be selected in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
  • For testing, "UTC-7 America/Denver (MT)" and "UTC-6 America/Chicago (CT)" will be used.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Site A" in the 'Site' field.
  3. Right click in the 12:00PM time slot and click [Add Appointment].
  4. Validate the 'Appointment Start Time' field contains "12:00 PM".
  5. Validate the 'Appointment End Time' field contains "12:30 PM".
  6. Select the desired value in the 'Service Code' field.
  7. Select "Client A" in the 'Client' field.
  8. Validate the 'Time Zone' field is displayed.
  9. Please note: this field becomes visible when there are one or more selections made in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
  10. Validate "UTC-5 US/Eastern (ET)" is populated by default in the 'Time Zone' field. This field will be populated by default based on the following logic:
  11. If 'Site Registration' has 'Time Zone' configured in Avatar NX, that will be the default value.
  12. If 'Site Registration' does not have 'Time Zone' configured but the logged in user has a 'Time Zone' configured in 'User Definition', that will be the default value.
  13. If 'Site Registration' does not have 'Time Zone' configured and the logged in user also does not have 'Time Zone' configured, the server time zone will be used.
  14. Please note: the time zones must be selected in the 'Appointment Scheduling System Defaults' form.
  15. Select "UTC-7 America/Denver (MT)" in the 'Time Zone' field.
  16. Click [Submit].
  17. Validate the appointment displays on the calendar from 2:00PM-2:30PM since "Site A" is configured for "US/Eastern" time.
  18. Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone):
  19. Appt Time Zone: America/Denver
  20. Appt Time Zone Adj Start Time: 12:00 PM
  21. Appt Time Zone Adj End Time: 12:30 PM
  22. Right click on the appointment and click [View Summary].
  23. Validate the 'Appointment Detail' dialog contains:
  24. Appointment Start Time: 02:00 PM (US/Eastern)
  25. Appointment End Time: 02:30 PM
  26. Appt Time Zone: America/Denver
  27. Appt Time Zone Adj Start Time:12:00 PM
  28. Appt Time Zone Adj End Time:12:30 PM
  29. Click [Cancel] and [Dismiss].
  30. Access the 'CareFabric Monitor' form.
  31. Enter the current date in the 'From Date' and 'Through Date' fields.
  32. Select "Client A" in the 'Client ID' field.
  33. Select "AppointmentCreated" in the 'Event/Action Search' field.
  34. Click [View Activity Log].
  35. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentCreated" record.
  36. Click [Click To View Record].
  37. Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  38. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  39. Close the report and the form.
  40. Access the 'Scheduling Calendar' form.
  41. Right click on the appointment for "Client A" and click [Status Update].
  42. Validate the 'Time Zone' field is displayed and contains "UTC-7 America/Denver (MT)".
  43. Select "UTC-6 America/Chicago (CT)" in the 'Time Zone' field.
  44. Click [Submit].
  45. Validate the appointment displays on the calendar from 1:00PM-1:30PM since "Site A" is configured for "US/Eastern" time.
  46. Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone):
  47. Appt Time Zone: America/Chicago
  48. Appt Time Zone Adj Start Time: 12:00 PM
  49. Appt Time Zone Adj End Time: 12:30 PM
  50. Right click on the appointment and click [View Summary].
  51. Validate the 'Appointment Detail' dialog contains:
  52. Appointment Start Time: 01:00 PM (US/Eastern)
  53. Appointment End Time: 01:30 PM
  54. Appt Time Zone: America/Chicago
  55. Appt Time Zone Adj Start Time:12:00 PM
  56. Appt Time Zone Adj End Time:12:30 PM
  57. Click [Cancel] and [Dismiss].
  58. Access the 'CareFabric Monitor' form.
  59. Enter the current date in the 'From Date' and 'Through Date' fields.
  60. Select "Client A" in the 'Client ID' field.
  61. Select "AppointmentUpdated" in the 'Event/Action Search' field.
  62. Click [View Activity Log].
  63. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentUpdated" record.
  64. Click [Click To View Record].
  65. Validate the 'endDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
  66. Validate the 'startDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
  67. Close the report and the form.
Scenario 2: Scheduling Calendar - Validate 'Time Zone' for group appointments
Specific Setup:
  • A site is defined with hours for scheduling (Site A).
  • This site is configured for "US/Eastern" time zone. Please note: this is done in the 'Site Registration' form in Avatar NX.
  • One or more practitioners defined with hours for scheduling.
  • Multiple time zones must be selected in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
  • For testing, "UTC-7 America/Denver (MT)" and "UTC-6 America/Chicago (CT)" will be used.
  • A group (Group A) is defined with two clients (Client A & Client B).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Site A" in the 'Site' field.
  3. Right click in the 12:00PM time slot and click [Add Appointment].
  4. Validate the 'Appointment Start Time' field contains "12:00 PM".
  5. Validate the 'Appointment End Time' field contains "12:30 PM".
  6. Select the desired group service code in the 'Service Code' field.
  7. Select "Group A" in the 'Client' field.
  8. Validate the 'Time Zone' field is displayed.
  9. Please note: this field becomes visible when there are one or more selections made in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
  10. Validate "UTC-5 US/Eastern (ET)" is populated by default in the 'Time Zone' field. This field will be populated by default based on the following logic:
  11. If 'Site Registration' has 'Time Zone' configured in Avatar NX, that will be the default value.
  12. If 'Site Registration' does not have 'Time Zone' configured but the logged in user has a 'Time Zone' configured in 'User Definition', that will be the default value.
  13. If 'Site Registration' does not have 'Time Zone' configured and the logged in user also does not have 'Time Zone' configured, the server time zone will be used.
  14. Please note: the time zones must be selected in the 'Appointment Scheduling System Defaults' form.
  15. Select "UTC-7 America/Denver (MT)" in the 'Time Zone' field.
  16. Click [Submit].
  17. Validate the appointment displays on the calendar from 2:00PM-2:30PM since "Site A" is configured for "US/Eastern" time.
  18. Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone):
  19. Appt Time Zone: America/Denver
  20. Appt Time Zone Adj Start Time: 12:00 PM
  21. Appt Time Zone Adj End Time: 12:30 PM
  22. Right click on the appointment and click [View Summary].
  23. Validate the 'Appointment Detail' dialog contains:
  24. Appointment Start Time: 02:00 PM (US/Eastern)
  25. Appointment End Time: 02:30 PM
  26. Appt Time Zone: America/Denver
  27. Appt Time Zone Adj Start Time:12:00 PM
  28. Appt Time Zone Adj End Time:12:30 PM
  29. Click [Cancel] and [Dismiss].
  30. Access the 'CareFabric Monitor' form.
  31. Enter the current date in the 'From Date' and 'Through Date' fields.
  32. Select "AppointmentCreated" in the 'Event/Action Search' field.
  33. Click [View Activity Log].
  34. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentCreated" record for both "Client A" and "Client B".
  35. Click [Click To View Record] for "Client A".
  36. Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  37. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  38. Navigate back to the main report.
  39. Click [Click To View Record] for "Client B".
  40. Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  41. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  42. Close the report and the form.
  43. Access the 'Scheduling Calendar' form.
  44. Right click on the appointment for "Group A" and click [Status Update].
  45. Select "All Group Members" in the 'Group Member Selection' dialog.
  46. Validate the 'Scheduling Calendar - Status Update' form is displayed for "Client A".
  47. Validate the 'Time Zone' field is displayed and contains "UTC-7 America/Denver (MT)".
  48. Click [Submit].
  49. Validate the 'Scheduling Calendar - Status Update' form is displayed for "Client B".
  50. Validate the 'Time Zone' field is displayed and contains "UTC-7 America/Denver (MT)".
  51. Select "UTC-6 America/Chicago (CT)" in the 'Time Zone' field.
  52. Click [Submit].
  53. Validate the appointment still displays on the calendar at 2:00PM - 2:30PM. The time zone will display strictly based on the 'Appointment Details' for group appointments.
  54. Click [Dismiss].
  55. Access the 'CareFabric Monitor' form.
  56. Enter the current date in the 'From Date' and 'Through Date' fields.
  57. Select "AppointmentUpdated" in the 'Event/Action Search' field.
  58. Click [View Activity Log].
  59. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentUpdated" record for "Client A" and "Client B".
  60. Click [Click To View Record] for "Client A".
  61. Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  62. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  63. Navigate back to the main report.
  64. Click [Click To View Record] for "Client B".
  65. Validate the 'endDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
  66. Validate the 'startDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
  67. Close the report and the form.
Topics
• Scheduling Calendar
AV-99098 Summary | Details
Orders This Episode - New order for Schedule II medication - eRX
Scenario 1: OE NX - Orders This Episode - New Order - Schedule II - eRX cancel and complete with validation in OrderConnect
Specific Setup:
  • A client must have an active inpatient episode whose program or unit are configured in the 'External Pharmacy Setup' form. (Client A)
  • "Client A" must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, and the ‘Diagnosis’ form.
Steps
  1. Select "Client A" and access the Order Entry Console.
  2. Search for and select a schedule II order code in the 'New Order' field.
  3. Populate the required fields and click [Add to Scratchpad] and [Final Review].
  4. Validate the 'Interactions' dialog is displayed.
  5. Override all interactions and click [Save Override and Exit].
  6. Validate the 'Final Review' dialog is displayed.
  7. Select "eRX" in the 'Output' field.
  8. Check the 'Ready to Sign' checkbox.
  9. Click [Cancel].
  10. Access the 'Home Medications' tab.
  11. Click the 'Prescriber's Queue' link.
  12. Validate OrderConnect is displayed.
  13. Click 'Resources'.
  14. Validate the 'Clinician Resources' dialog is displayed.
  15. Click 'EPCS Audit Events Report (For Prescribers Only)'.
  16. Validate the 'EPCS Audit Events Report' dialog is displayed.
  17. Select the current date in the 'From UTC Date' field.
  18. Validate the current date is in the 'To UTC Date' field and click [GO].
  19. Validate the 'EPCS Audit Event Report' is launched and contains an "Unmark Rx Ready-to-Sign" event for the Agency and Staff Member associated with the user who is logged into the application.
  20. Close the report and OrderConnect.
  21. Return to myAvatar NX and click 'Orders This Episode'.
  22. Validate the order is displayed in the 'Scratchpad'.
  23. Click [Final Review].
  24. Validate the 'Final Review' dialog is displayed.
  25. Select "eRx" in the 'Output' field.
  26. Check the 'Ready to Sign' checkbox and click [Sign].
  27. Validate the two-factor authentication screen is displayed.
  28. Enter all required fields and click [Enter].
  29. Enter the unique id and click [Enter].
  30. Validate the 'Order grid' contains the new order.
  31. Access the 'Home Medications' tab.
  32. Click the 'Prescriber's Queue' link.
  33. Validate OrderConnect is displayed.
  34. Click 'Resources'.
  35. Validate the 'Clinician Resources' dialog is displayed.
  36. Click 'EPCS Audit Events Report (For Prescribers Only)'
  37. Validate the 'EPCS Audit Events Report' dialog is displayed.
  38. Select the current date in the 'From UTC Date' field
  39. Validate the current date is in the 'To UTC Date' field and click [GO].
  40. Validate the 'EPCS Audit Event Report' is launched and contains a "Mark Rx Ready-to-Sign" event for the Agency and Staff Member associated with the user who is logged into the application.
Topics
• Order Entry Console

RADplus_Client_Update_3542-004_Details.csv