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Avatar Appointment Scheduling 2022 Update 19

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Product Requirements / Recommendations

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

Product Update Form Description

The following issues are resolved: 1) An issue in the scheduling calendar that may cause posted missed visit appointments to become unposted. 2) The error "[SUBSCRIPT]ServiceRestrictionValidation+23^HRADPRO20" that may occur when selecting a client in the 'Appointment Details' form.

Included Updates

3, 4, 6, 9, 12, 14

Required Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Scheduling Calendar - Changing Client ID
An error has been resolved that may occur when changing Client ID in Scheduling Calendar forms The error that is resolved is "[SUBSCRIPT]ServiceRestrictionValidation+23^HRADPRO20".
Topics
• NX • Scheduling Calendar
 
Scheduling Calendar - Missed Visit processing
An issue has been resolved in the scheduling calendar that may cause posted missed visit appointments to become unposted.
Topics
• NX
 
Acceptance Tests
AV-81435 Summary | Details
Scheduling Calendar - Changing Client ID
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • Admission
  • Program Maintenance
  • Registry Settings (PM)
Scenario 1: 'Scheduling Calendar' - Add New Appointment
Specific Setup:
  • A client is enrolled in an existing episode
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select a day on the calendar for the appointment.
  3. Click on any available time and drag the cursor down to select a time slot. For this example "1:30pm to 2:30pm".
  4. Right click and click "Add Appointment".
  5. In the "Add Appointment" screen, validate the appointment start and end times are populated as expected based on the time's entered in step 3.
  6. In the "Add Appointment" screen, validate the "Duration" field is populated (in minutes) based on the time's entered in step 3, for this example "60".
  7. Click the "Start Time" field and change the start time to a new time, for this example "1:00pm".
  8. Click the "End Time" field and change the end time to a different time, for this example "2:00pm".
  9. Validate the duration field value reflects the new duration (in minutes) for the appointment based on the new time's. For this example, "60".
  10. Change the duration from the current value, for this example "30".
  11. Validate the end time reflects a new end time based on the duration value entered.
  12. Select any service code in the 'Service Code' field.
  13. Validate the program and location field are populated.
  14. Select a client in the 'Client' field.
  15. Select an episode in the 'Episode Number' field.
  16. Click [Submit].
  17. Validate the appointment files successfully and is displayed on the "Scheduling Calendar", as expected.
Scenario 2: Scheduling Calendar - Add Appointment and Changing Client ID
Specific Setup:
  • Registry setting "Enable Service Entry Restriction by" to "E".
  • Enable the registry setting "Activate Program/Location Filter".
  • Using "Program Maintenance", edit a program to Associate All Service Programs to the program.
  • Navigate to the "Assign Services To Program" section.
  • Assign all service codes.
  • Admit a new client to designate as client "Client A".
  • This client should be admitted to 2 episodes. The first episode can be assigned to any program. The second episode needs to be the program you edited in previous setup steps.
  • Admit another new client. Admit this client to any program. Designate this client "Client B".
Steps
  1. Open the "Scheduling Calendar" form.
  2. Right click on an open time slot on the calendar and click "Add Appointment".
  3. Set the "Service Code".
  4. Enter Client A into the "Client ID" field.
  5. Set "Episode" to "Episode 1".
  6. Clear the "Service Code".
  7. Change the "Client ID" to Client B.
  8. Fill out all required fields on the form.
  9. Click "Submit" to file the appointment.
  10. Validate the appointment appears on the Scheduling Calendar.
Topics
• NX • Scheduling Calendar
AV-82859 Summary | Details
Scheduling Calendar - Missed Visit processing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Appointment Scheduling System Defaults
  • Registry Settings (PM)
  • Scheduling Calendar - Status Update
  • Service Codes
  • Site Registration
  • Group Registration
Scenario 1: Scheduling Calendar - Missed Visit for Individual Appointment
Specific Setup:
  • Using the "Service Codes" form, create a service code to be used to designate missed appointments.
  • Using the "Site Registration" form's Missed Visit tab, identify the missed service code.
  • Enable the registry setting "Post Missed Visit Appointments Within Scheduling Calendar".
  • Using the "Appointment Scheduling System Defaults", select "Missed Visit Service Code" and "Missed Visit Notes" in the "Retain the Following Properties Upon Appointment Edits".
  • Admit a new client into a specific program.
Steps
  1. Open the "Scheduling Calendar" form.
  2. Right Click on an open time slot on the calendar.
  3. Select "Add Appointment".
  4. Select the client that was admitted during setup.
  5. Select the service code created in setup.
  6. Right click and select "Status Update".
  7. Mark this appointment as a missed visit.
  8. Using the preferred method of validating SQL tables, check the following columns in the "SYSTEM.AppointmentData" table to verify they contain "Y" or "Yes" posted_code and posted_value.
  9. Return to the "Scheduling Calendar".
  10. Select the appointment created, right click and then select "Details/Edit" from the dropdown.
  11. Validate a message pops up indicating "Appointment is already verified, edits are not allowed. Appointment details will appear in Read-Only mode".
  12. Click the "Delete Item" button.
  13. Validate a message pops up indicating "Error: Verified appointments cannot be deleted".
  14. Using the preferred method of validating SQL tables, check the following columns in the "SYSTEM.AppointmentData" table to verify they contain "Y" or "Yes" posted_code and posted_value.
Scenario 2: Scheduling Calendar - Missed Visit for Group Member
Specific Setup:
  • Using the "Service Codes" form, create a service code to be used to designate missed appointments.
  • Using the "Site Registration" form's Missed Visit tab, identify the missed service code.
  • Enable the registry setting "Post Missed Visit Appointments Within Scheduling Calendar".
  • Using the "Appointment Scheduling System Defaults", select "Missed Visit Service Code" and "Missed Visit Notes" in the "Retain the Following Properties Upon Appointment Edits".
  • Admit 2 new clients into a specific program.
  • Create a new group and add the 2 new clients to the group.
Steps
  1. Open the "Scheduling Calendar" form.
  2. Right Click on an open time slot on the calendar.
  3. Select to "Add Appointment".
  4. Create a group appointment.
  5. Select the group that was just created during setup.
  6. File the appointment to the scheduling calendar.
  7. Select the appointment that was just created.
  8. Right click and select "Status Update".
  9. Mark the first group member's appointment as a missed visit.
  10. Using the preferred method of validating SQL tables, check the following columns in the "SYSTEM.AppointmentData" table to verify they contain "N" or "No": posted_code and posted_value.
  11. Return to the "Scheduling Calendar".
  12. Select the appointment created, right click and then select "Details/Edit" from the dropdown.
  13. Validate a message pops up indicating "Appointment is already verified, edits are not allowed. Appointment details will appear in Read-Only mode".
  14. Complete the process.
  15. Using the preferred method of validating SQL tables, check the following columns in the "SYSTEM.AppointmentData" table to verify they contain "N" or "No": posted_code and posted_value.
  16. Return to the "Scheduling Calendar".
  17. Select the appointment on the calendar, right click and select "Check In".
  18. Check in the 2nd client in the group.
  19. Complete the process.
  20. Return to the "Scheduling Calendar".
  21. Select the appointment on the calendar, right click and select "Check Out".
  22. Check out the 2nd client in the group.
  23. Complete the process.
  24. Using the preferred method of validating SQL tables, check the following columns in the "SYSTEM.AppointmentData" table to verify they contain "Y" or "Yes": posted_code and posted_value.
Topics
• NX