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Avatar Appointment Scheduling 2022 Update 20

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Product Requirements / Recommendations

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

Recommended Update Level

Avatar PM 2022 Update 118

Product Update Form Description

The client name fields on forms & SQL Tables are expanded to support longer client names.

Included Updates

3, 4, 6, 9, 12, 14, 18, 19

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Expanded allowed length of client names to 100 characters.
The client name fields on forms & SQL Tables are expanded to support longer client names, up to a total of 100 characters including last name, first name, and middle names.
Value Added: Ability to enter longer client names, as well as include spaces in the first name, last name, and middle names.
Topics
• Front Desk • Group Appointment • Group Member Assignment • NX • Scheduling Calendar • Stand By Appointment
 
Acceptance Tests
AV-81575 Summary | Details
Expanded allowed length of client names to 100 characters.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Front Desk
  • Scheduling Calendar - Appointment Grid
  • Group Registration
Scenario 1: Avatar PM Front Desk - Check In
Specific Setup:
  • Avatar PM 2022 Update 118 is required for full functionality.
  • RADplus 2022 Update 126 is required for full functionality.
  • Client A is admitted with long Last (up to 40 characters), First (up to 40 characters), and Middle (up to 25 characters) names. Note that any spaces in the names will count as a character.
Steps
  1. Open "Front Desk Information" form.
  2. Set "Date" field to the appointment date.
  3. Select the appointment location in the "Site" field.
  4. Select the client (Client A) from the "Client Checking In" drop down list.
  5. Verify that the client name displays up to 100 characters (Last Name, First Name, Middle Name combined).
  6. Complete additional fields as required.
  7. Click [Submit].
Scenario 2: Avatar PM Front Desk - Standby Appointment
Specific Setup:
  • Avatar PM 2022 Update 118 is required for full functionality.
  • RADplus 2022 Update 126 is required for full functionality.
  • Client A is admitted with long Last (up to 40 characters), First (up to 40 characters), and Middle (up to 25 characters) names. Note that any spaces in the names will count as a character.
Steps
  1. Open "Front Desk" form.
  2. Set "Date" field to the appointment date.
  3. Select the appointment location in the "Site" field.
  4. Click 'Standby Appointment' section.
  5. Select the client from the "Standby Client" field.
  6. Select the client episode in the "Episode" drop down list.
  7. Verify the client name displays the full name, up to 100 characters.
  8. Select the service in the "Requested Service" field.
  9. Select User 1 in the "Practitioner" field.
  10. Select "No" in the "Notify Practitioner of Arrival" field.
  11. Set "Self Pay Amount Received At Check-In" to any dollar value.
  12. Select any value in the "Payment Code" drop down list.
  13. Click [File Standby Appointment].
  14. Click [Close Form].
Scenario 3: Appointment Scheduling: Scheduling Calendar - support expanded client name field up to 100 characters and the name contains spaces.
Specific Setup:
  • A client (Client A) is admitted with a name where the first name, middle name, and last name combined is up to 100 characters.
  • Access to Crystal Reports or other SQL reporting tool.
  • Avatar PM 2022 Update 118 is required for full functionality.
  • RADplus 2022 Update 126 is required for full functionality.
Steps
  1. Open the 'Scheduling Calendar'.
  2. Click on any time slot.
  3. Right mouse and select 'Add Appointment'.
  4. Populate all required fields.
  5. Select 'Client A' in the 'Client' field.
  6. Validate that the client name displays all characters, up to 100.
  7. Submit the appointment.
  8. Validate that the client name displays the entire name in the time slot. Note: if the client name is not displayed, check the 'Show Name' box on the bottom left of the screen.
  9. Click 'Show MR#' box on the bottom left of the screen.
  10. Validate that the Client name as well as the MR# are displayed in the time slot.
  11. Right click on the appointment and select 'Check In'.
  12. Verify the entire client name displays in the 'Client' field. The user may need to scroll to the right to see the entire name.
  13. Click [View Client Data].
  14. Verify the 'Client Name' displays the entire client name.
  15. Click [Submit].
  16. Select one or more items from the 'Services to Check In' combo box.
  17. Click [Submit].
  18. Right click on the appointment and select 'Check Out'.
  19. Validate that the client name displays the entire name in the time slot. Note: if the client name is not displayed, check the 'Show Name' box on the bottom left of the screen.
  20. Complete additional fields as needed.
  21. Click [Submit].
  22. Open Crystal reports or other SQL Reporting tool.
  23. Create a report against SYSTEM.check_in_clients.
  24. Include, at a minimum, the following fields
  25. PATID
  26. patient_name
  27. data_entry_date
  28. Run the report for Client A.
  29. Verify the 'patient_name' field contains the entire client name, up to 100 characters. This field may need to be set to 'Can Grow' if using Crystal reports.
  30. Close the report.
  31. Open Crystal reports or other SQL Reporting tool.
  32. Create a report against SYSTEM.check_out_client_history.
  33. Include, at a minimum, the following fields
  34. PATID
  35. patient_name
  36. data_entry_date
  37. Run the report for Client A.
  38. Verify the 'patient_name' field contains the entire client name, up to 100 characters. This field may need to be set to 'Can Grow' if using Crystal reports.
  39. Close the report.
Scenario 4: 'Group Registration' - support client names with up to 100 characters.
Specific Setup:
  • Avatar PM 2022 Update 118 and RADplus 2022 Update 126 are required for full functionality.
  • Registry Setting 'Allow Spaces in Client Name' is set to 'Y'.
  • Registry Setting 'Client Demographics - Additional Fields' include a value of '3' to add the client name detail fields.
  • A client (Client A) has been admitted where the client name is greater than 40 characters, up to 100 characters.
Steps
  1. Open 'Group Registration' form.
  2. Select any group in the 'Select Group' field.
  3. Click the group to be selected.
  4. Click [Select].
  5. Click [Group Member Assignment].
  6. Click [Add New Item].
  7. Set the 'Client' field to Client A.
  8. Verify the 'Client' field is populated with the entire client name. The user may need to scroll to the right to view the entire name.
  9. Select any episode in the 'Episode Number' field.
  10. Set the 'Group Assignment Start Date' to any date.
  11. Click [Submit].
  12. Using Crystal Reports or any reporting tool, create a report against SYSTEM.appt_group_member_data table.
  13. Include, at a minimum, the following fields:
  14. PATID
  15. patient_name
  16. group_name.
  17. Run the report for Client A.
  18. Verify the 'patient_name' field is populated with the full client name, up to 100 characters. The user may need to set the field to 'Can Grow' if using Crystal Reports.
  19. Close the report.
  20. Open 'Scheduling Calendar'.
  21. Add a group appointment for a group where Client A is a member.
  22. Click 'Group Members' section.
  23. Verify that Client A displays the full client name. This name may wrap to a second line in order to display all characters.
  24. Click [Submit].
Scenario 5: Avatar PM Front Desk - Check Out
Specific Setup:
  • Avatar PM 2022 Update 118 is required for full functionality.
  • RADplus 2022 Update 126 is required for full functionality.
  • Client A is admitted with long Last (up to 40 characters), First (up to 40 characters), and Middle (up to 25 characters) names. Note that any spaces in the names will count as a character.
  • Client A has one or more appointments in the 'Scheduling Calendar'.
Steps
  1. Open "Front Desk Information" form.
  2. Set "Date" field to the appointment date.
  3. Select the appointment location in the "Site" field.
  4. Click the 'Check Out' section.
  5. Select the client (Client A) from the "Client Checking In" drop down list.
  6. Verify that the client name displays up to 100 characters (Last Name, First Name, Middle Name combined).
  7. Complete additional fields as required.
  8. Click [Submit].
Scenario 6: Validate SYSTEM.appt_group_member_data table
Specific Setup:
  • Avatar PM 2022 Update 118 is required for full functionality.
  • RADplus 2022 Update 126 is required for full functionality.
  • Client A has up to 100 characters across the First, Last, and Middle names.
  • Client A is a member of a group.
Steps
  1. Using Crystal Reports or other SQL reporting tool, create a report against SYSTEM.appt_group_member_data.
  2. Include the 'PATID' and 'patient_name' fields in the report.
  3. Run the report for Client A.
  4. Verify the 'patient_name' field contains the full patient name, up to 100 characters.
  5. Close the report.
Topics
• Front Desk • Group Appointment • Group Member Assignment • NX • Scheduling Calendar • Stand By Appointment
Table Changes
Table Column Change
SYSTEM.check_in_clients patient_name Updated field length
SYSTEM.check_out_client_history patient_name Updated field length
SYSTEM.appt_group_member_data data_entry_offset Added
SYSTEM.appt_group_member_data data_entry_time_j Added
SYSTEM.appt_group_member_data data_entry_timezone_info_all Added
SYSTEM.appt_group_member_data data_entry_timezone_short Added
SYSTEM.appt_group_member_data data_entry_utc Added
SYSTEM.appt_group_member_data patient_name Updated field length