Skip to main content

Avatar Appointment Scheduling 2022 Update 12

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

Avatar Appointment Scheduling required
Avatar PM required
RADplus required
Avatar Cal-PM

Recommended Update Level

RADplus 2022 Update 78

Additional Requirements

RADplus 2022 Update 78
Avatar PM 2022 Update 95

Product Update Form Description

The following is included: 1) The 'SYSTEM.AppointmentData' table is updated to improve performance in Avatar Appointment Scheduling. 2) The 'Allow Zero Duration Appointments' registry setting is added. If "Y" is selected in the new registry setting, a zero (0) minute Duration appointment will be allowed. 3) The module is also enhanced to support future functionality. Also note that Avatar RADplus 2022 Update 78 and Avatar PM 2022 Update 95 must also be installed to support the future functionality.

Included Updates

3, 4, 6, 9

Required Updates

None

Details
NEW2 CHANGED1 FIXED0
New (2)
The 'Allow Zero Duration Appointments' registry setting
The 'Allow Zero Duration Appointments' registry setting is added. If "Y" is selected, appointments with a zero minute duration will be allowed.
Value Added: The ability to schedule appointments with a zero minute duration
Topics
• Add New Appointment • Registry Settings • Scheduling Calendar
 
Appointment Scheduling - The 'SYSTEM.AppointmentData' SQL Table
The 'SYSTEM.AppointmentData' SQL table is updated to improve performance in Avatar Appointment Scheduling.
Value Added: Enhanced performance in Appointment Scheduling
Topics
• Add New Appointment • Query/Reporting • Scheduling Calendar
 
Changed (1)
Appointment Scheduling - Support for future functionality
Avatar Appointment Scheduling is enhanced to support future functionality.
Value Added: Support for future functionality
Topics
• Add New Appointment • Query/Reporting • Scheduling Calendar
 
Acceptance Tests
AV-78179 Summary | Details
The 'Allow Zero Duration Appointments' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • Registry Settings (PM)
Scenario 1: Validate the 'Allow Zero Duration Appointments' registry setting
Specific Setup:
  • Three clients are enrolled in existing episodes (Client A, Client B, and Client C).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Allow Zero Duration Appointments" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains "Avatar PM->Scheduling->Appointment->->->Allow Zero Duration Appointments".
  5. Validate the 'Registry Setting Details' field contains "When set to 'Y', the scheduling calendar will allow appointments to be created with a duration of zero. Select 'N' to disable the functionality. Note: Zero duration appointments still count as scheduled time, affect overbooking and which time slots are shown as available".
  6. Validate the 'Registry Setting Value' default value is "N".
  7. Enter "Y" in the 'Registry Setting Value' field.
  8. Click [Submit] and close the form.
  9. Access the 'Scheduling Calendar' form.
  10. Right click in any available time slot and click [Add Appointment].
  11. Validate the 'Appointment Start Time' field contains the time slot selected.
  12. Enter "0" in the 'Duration' field.
  13. Validate the 'Appointment End Time' field contains the same time as the 'Appointment Start Time' field.
  14. Select "Client A" in the 'Client' field.
  15. Populate any other required and desired fields.
  16. Click [Submit].
  17. Validate the zero duration appointment is displayed in the grid.
  18. Validate the ability to check in/check out the appointment.
  19. Right click in any available time slot and click [Add Appointment].
  20. Validate the 'Appointment Start Time' field contains the time slot selected.
  21. Enter the same time as the 'Appointment Start Time' in the 'Appointment End Time' field.
  22. Validate the 'Duration' field contains "0".
  23. Select "Client B" in the 'Client' field.
  24. Populate any other required and desired fields.
  25. Click [Submit].
  26. Validate the zero duration appointment is displayed in the grid.
  27. Click [Dismiss].
  28. Access the 'Registry Settings' form.
  29. Enter "Allow Zero Duration Appointments" in the 'Limit Registry Settings to the Following Search Criteria' field.
  30. Click [View Registry Settings].
  31. Validate the 'Registry Setting' field contains "Avatar PM->Scheduling->Appointment->->->Allow Zero Duration Appointments".
  32. Validate the 'Registry Setting Details' field contains "When set to 'Y', the scheduling calendar will allow appointments to be created with a duration of zero. Select 'N' to disable the functionality. Note: Zero duration appointments still count as scheduled time, affect overbooking and which time slots are shown as available".
  33. Enter "N" in the 'Registry Setting Value' field.
  34. Click [Submit] and close the form.
  35. Access the 'Scheduling Calendar' form.
  36. Right click on the appointment for "Client B" and click [Details/Edit].
  37. Validate the 'Appointment Start Time' contains the appointment start time.
  38. Validate the 'Appointment End Time' and 'Duration' fields are now blank because the 'Allow Zero Duration Appointments' registry setting is now disabled and scheduling of zero duration appointments is no longer allowed.
  39. Close the form.
  40. Right click on the appointment for "Client B" and click [Reschedule].
  41. Right click in any new time slot and click [Paste Appointment].
  42. Validate an error message is displayed stating: "The 'Allow Zero Duration Appointments' registry setting must be enabled to reschedule a zero duration appointment".
  43. Click [OK].
  44. Drag and drop the appointment to a new time slot.
  45. Validate an error message is displayed stating: "The 'Allow Zero Duration Appointments' registry setting must be enabled to reschedule a zero duration appointment".
  46. Click [OK].
  47. Right click on the appointment for "Client B" and click [Copy].
  48. Right click in any new time slot and click [Paste Appointment].
  49. Validate an error message is displayed stating: "Cannot create a zero duration appointment".
  50. Click [OK].
  51. Right click on the appointment for "Client B" and click [Overbook].
  52. Validate the 'Appointment Start Time' contains the appointment start time for the appointment being overbooked.
  53. Validate the 'Appointment End Time' and 'Duration' fields are now blank because the 'Allow Zero Duration Appointments' registry setting is now disabled and scheduling of zero duration appointments is no longer allowed.
  54. Close the form.
  55. Validate the ability to check in/check out the appointment for "Client B". Please note: check in/check out will be allowed for any existing zero duration appointments but we will prevent scheduling new ones/updating existing ones.
  56. Right click in any available time slot and click [Add Appointment].
  57. Enter "0" in the 'Duration' field.
  58. Validate a message is displayed stating: "Duration must be greater than zero".
  59. Enter an 'Appointment End Time' that is equal to the 'Appointment Start Time'.
  60. Validate a message is displayed stating: "Start Time must be prior to End Time".
  61. Enter a duration greater than zero in the 'Duration' field.
  62. Validate the 'Appointment End Time' field updates accordingly.
  63. Select "Client C" in the 'Client' field.
  64. Populate all other required and desired fields.
  65. Click [Submit].
  66. Validate the new appointment is displayed in the grid.
  67. Click [Dismiss].
Topics
• Add New Appointment • Registry Settings • Scheduling Calendar
AV-78441 Summary | Details
Appointment Scheduling - Support for future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
Scenario 1: Scheduling Calendar - Drag and drop appointments
Specific Setup:
  • A client must be enrolled in an existing episode and have an appointment scheduled (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Validate the 'Appointment Grid' contains the appointment for "Client A".
  3. Select the appointment for "Client A" and drag and drop it to any other available time.
  4. Validate the 'Appointment Grid' contains the appointment for "Client A" in the new time slot.
  5. Select the appointment for "Client A" and resize it, extending the duration of the appointment.
  6. Validate the 'Appointment Grid' contains the appointment for "Client A" with the new duration.
  7. Click [Dismiss].
Scenario 2: Scheduling Calendar - Reschedule Individual and Group Appointments
Specific Setup:
  • A client must be enrolled in an active episode with an existing appointment scheduled (Client A).
  • A group must exist with an existing appointment scheduled (Group A).
Steps
  1. Access the 'Scheduling Calendar'.
  2. Right click on the appointment for "Client A" and click [Reschedule].
  3. Validate the selected appointment turns lighter to indicate it is selected.
  4. Right click in the desired new time and click [Paste Appointment].
  5. Validate the rescheduled appointment displays at the new selected time.
  6. Right click on the appointment for "Group A" and click [Reschedule].
  7. Validate the selected appointment turns lighter to indicate it is selected.
  8. Right click in the desired new time and click [Paste Appointment].
  9. Validate the rescheduled appointment displays at the new selected time.
  10. Click [Dismiss].
Scenario 3: Scheduling Calendar - add/edit appointments and validate the 'SYSTEM.AppointmentData' SQL table
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot and click [Add Appointment].
  3. Take note of the time in the 'Appointment Start Time' and 'Appointment End Time' fields.
  4. Enter the desired value in the 'Service Code' field.
  5. Enter "Client A" in the 'Client' field.
  6. Populate all other required and desired fields.
  7. Click [Submit].
  8. Validate the new appointment for "Client A" is displayed.
  9. Access Crystal Reports or other SQL Reporting Tool.
  10. Create a report using the 'SYSTEM.AppointmentData' SQL table.
  11. Validate a row is displayed for the new appointment created.
  12. Validate the 'appointment_date' field contains the date of the appointment.
  13. Validate the 'appointment_end_time' field contains the appointment end time.
  14. Validate the 'appointment_start_time' field contains the appointment start time.
  15. Validate the 'site_name' field contains the site for the appointment.
  16. Navigate back to the 'Scheduling Calendar' form.
  17. Right click on the appointment for "Client A" and click [Details/Edit].
  18. Update the 'Appointment Start Time' and 'Appointment End Time' fields.
  19. Click [Submit].
  20. Validate the appointment for "Client A" is displayed in the new time slot.
  21. Click [Dismiss].
  22. Access Crystal Reports or other SQL Reporting Tool.
  23. Refresh the report using the 'SYSTEM.AppointmentData' SQL table.
  24. Validate the 'appointment_end_time' field contains the updated appointment end time.
  25. Validate the 'appointment_start_time' field contains the updated appointment start time.
  26. Close the report.
Topics
• Add New Appointment • Query/Reporting • Scheduling Calendar
AV-81334 Summary | Details
Appointment Scheduling - The 'SYSTEM.AppointmentData' SQL Table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
Scenario 1: Scheduling Calendar - add/edit appointments and validate the 'SYSTEM.AppointmentData' SQL table
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot and click [Add Appointment].
  3. Take note of the time in the 'Appointment Start Time' and 'Appointment End Time' fields.
  4. Enter the desired value in the 'Service Code' field.
  5. Enter "Client A" in the 'Client' field.
  6. Populate all other required and desired fields.
  7. Click [Submit].
  8. Validate the new appointment for "Client A" is displayed.
  9. Access Crystal Reports or other SQL Reporting Tool.
  10. Create a report using the 'SYSTEM.AppointmentData' SQL table.
  11. Validate a row is displayed for the new appointment created.
  12. Validate the 'appointment_date' field contains the date of the appointment.
  13. Validate the 'appointment_end_time' field contains the appointment end time.
  14. Validate the 'appointment_start_time' field contains the appointment start time.
  15. Validate the 'site_name' field contains the site for the appointment.
  16. Navigate back to the 'Scheduling Calendar' form.
  17. Right click on the appointment for "Client A" and click [Details/Edit].
  18. Update the 'Appointment Start Time' and 'Appointment End Time' fields.
  19. Click [Submit].
  20. Validate the appointment for "Client A" is displayed in the new time slot.
  21. Click [Dismiss].
  22. Access Crystal Reports or other SQL Reporting Tool.
  23. Refresh the report using the 'SYSTEM.AppointmentData' SQL table.
  24. Validate the 'appointment_end_time' field contains the updated appointment end time.
  25. Validate the 'appointment_start_time' field contains the updated appointment start time.
  26. Close the report.
Topics
• Add New Appointment • Query/Reporting • Scheduling Calendar