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Avatar Appointment Scheduling 2022 Update 24

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Product Requirements / Recommendations

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

Recommended Update Level

Avatar Appointment Scheduling 2022 Update 19

Product Update Form Description

An issue in the 'Appointment Details' form that may incorrectly prevent client selection when the selected service is not valid for the selected episode.

Included Updates

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

Required Updates

None

Details
NEW0 CHANGED1 FIXED0
Changed (1)
Scheduling Calendar - program filtering
An issue has been resolved where in some cases, users were unable to schedule appointments and were receiving the following error "Service Code: xxx is not valid for Client # xxx: Episode #" in the "Scheduling Calendar". KB0071330 v0.01
Value Added: Scheduling Calendar - program filters are expanded
Topics
• NX • Scheduling Calendar
 
Acceptance Tests
AV-84108 Summary | Details
Scheduling Calendar - program filtering
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Program Maintenance
  • Registry Settings (PM)
  • Scheduling Calendar
Scenario 1: 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 "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 "Client B" . Admit this client to any program.
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. Set the "Service Code" to the corrected service code.
  8. Change the "Client ID" to Client B.
  9. Fill out all required fields on the form.
  10. Click "Submit" to file the appointment.
  11. Validate the appointment appears on the Scheduling Calendar.
Scenario 2: Scheduling Calendar - Add Appointment - Programs of Various Usage Types
Specific Setup:
  • Enable the registry setting "Enable 'Enable Admission vs Service' Functionality".
  • Enable "Activate Program/Service Code Filter" registry setting.
Steps
  1. Open the "Program Maintenance" form, add a new program with the Usage Type of "Admission".
  2. Associate 2 programs by selecting them in the "Associated Service Programs".
  3. Edit the 2 programs that are the Associated Service Programs to select "All Service Codes" on the "Assign Services to Program" tab for each.
  4. Open the "Admission" form, admit a new client into the Admission only program that was just created.
  5. Open the "Scheduling Calendar" form.
  6. Select an open time slot on the calendar and right click it.
  7. In the "Add Appointment" screen, enter a service code and then attach the client who was admitted to the admission program.
  8. Select an episode (if the client has more than one), set the Location if it's not defaulted and select a Program from the dropdown list that will contain the programs associated to the program the client is admitted to.
  9. Populate any other required/desired fields.
  10. Validate the appointment displays on the scheduling calendar.
  11. Open the "Program Maintenance" form, add a new program with the Usage Type of "Both" which means both Admission/Service programs will be included.
  12. Associate 2 programs by selecting them in the "Associated Service Programs".
  13. Edit the 2 programs that are the Associated Service Programs to select "All Service Codes" on the "Assign Services to Program" tab for each.
  14. Open the "Admission" form, admit a new client into the Admission/Service program that was just created.
  15. Open the "Scheduling Calendar" form.
  16. Select an open time slot on the calendar and right click it.
  17. Select "Add New Appointment" from the drop down.
  18. Once in the "Add Appointment" screen, enter a service code and then attach the client who was admitted to the admission/service program.
  19. Select an episode (if the client has more than one), set the Location if it's not defaulted and select a Program from the dropdown list that will contain the programs associated to the program the client is admitted to.
  20. Populate any other required/desired fields.
  21. Validate the appointment displays on the scheduling calendar.
  22. Open the "Program Maintenance" form, add a new program with the Usage Type of "Service" which means both only service programs will be included.
  23. Validate the "Associated Service Programs" is disabled preventing any from being chosen.
  24. File the program.
  25. Open the "Admission" form and admit a client into the Service only program that was just created.
  26. Validate that the service only program isn't available in the "Program" dropdown list. That is because client's can't be submitted into a service only program.
Topics
• NX • Scheduling Calendar