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Avatar Appointment Scheduling 2022 Update 3

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Product Requirements / Recommendations

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

Recommended Update Level

Avatar CareFabric 2022 Update 4

Additional Requirements

CareFabric is enabled and configured.
Avatar CareFabric 2022 Update 4

Product Update Form Description

An issue is resolved that may cause excessive processing when scheduling or deleting an appointment in the 'Scheduling Calendar' or when removing a group member from an existing group in the 'Group Registration' form. Please note: this issue only affects systems that have Avatar CareFabric enabled and the new functionality requires Avatar CareFabric 2022 Update 4.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Group Registration - removing group members
Ensure the ability to remove group members from an existing group in the 'Group Registration' form. KB0068498 v0.01
Topics
• Add New Appointment • Group Appointment • Group Member Assignment • NX • Scheduling Calendar
 
Scheduling Calendar - deleting appointments
Ensure the ability to delete appointments in the 'Scheduling Calendar' form. KB0068499 v0.01
Topics
• Add New Appointment • Delete Appointment • NX • Scheduling Calendar
 
Acceptance Tests
AV-76979 Summary | Details
Group Registration - removing group members
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Group Member Assignment
  • Group Registration
  • CareFabric Monitor
  • Scheduling Calendar
Scenario 1: Group Registration - create a new group and add group members in 'Group Member Assignment'
Steps
  1. Access the 'Group Registration' form.
  2. Enter any new value and click [New Group] and [Yes].
  3. Enter the desired value in the 'Group Name' field.
  4. Select "No" in the 'Is This Group A Family' field.
  5. Enter the desired value in the 'Group Description' field.
  6. Enter the desired value in the 'Group Capacity' field.
  7. Select the "Group Member Assignment" section.
  8. Click [Add New Item].
  9. Select the desired client in the 'Client' field.
  10. Select the desired episode in the 'Episode Number' field.
  11. Enter the desired value in the 'Group Assignment Start Date' field.
  12. Repeat as needed to add additional group members.
  13. Click [Submit].
Scenario 2: Group Registration - Add/Delete a group member when existing group appointments are scheduled
Specific Setup:
  • A group is defined with two group members in the 'Group Registration' form (Group A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired group service code in the 'Service Code' field.
  4. Enter "Group A" in the 'Group #' field.
  5. Select the desired program in the 'Program' field.
  6. Select "Monthly" in the 'Recurrence Schedule' field.
  7. Select "No End" in the 'Recurrence End By' field.
  8. Click [Submit].
  9. Validate the 'Appointment Grid' contains the appointment for "Group A".
  10. Click [Dismiss].
  11. Access Crystal Reports or other SQL Reporting Tool.
  12. Create a report using the 'SYSTEM.radplus_transfer_queue' table.
  13. Validate rows are displayed for each group member for the recurring group appointments created in the previous steps. Please note: this process occurs quickly so records may have already been cleared out before viewing the report.
  14. Validate the 'process_identifier' field contains a unique identifier containing "FACILITY||PATID||APPT_TABLE3000||APPT#||Appointment||C||USER".
  15. Refresh the report until the records are cleared out.
  16. Access the 'CareFabric Monitor' form.
  17. Enter the current date in the 'From Date' and 'Through Date' fields.
  18. Enter "AppointmentCreated" in the 'Event/Action Search' field.
  19. Click [View Activity Log].
  20. Validate the 'CareFabric Monitor Report' contains "AppointmentCreated" records for all clients in "Group A".
  21. Close the report and the form.
  22. Access the 'Group Registration' form for "Group A".
  23. Select the "Group Member Assignment" section.
  24. Select the second client and click [Delete Selected Item] and [Yes].
  25. Validate the 'Group Member Assignment' grid no longer contains the deleted client.
  26. Click [Submit].
  27. Access Crystal Reports or other SQL Reporting Tool.
  28. Create a report using the 'SYSTEM.radplus_transfer_queue' table.
  29. Validate rows are displayed for deleting the recurring appointments for the removed group member. Please note: this process occurs quickly so records may have already been cleared out before viewing the report.
  30. Validate the 'process_identifier' field contains a unique identifier containing "FACILITY||PATID||APPT_TABLE3000||APPT#||Appointment||D||USER".
  31. Refresh the report until the records are cleared out.
  32. Access the 'CareFabric Monitor' form.
  33. Enter the current date in the 'From Date' and 'Through Date' fields.
  34. Enter "AppointmentDeleted" in the 'Event/Action Search' field.
  35. Click [View Activity Log].
  36. Validate the 'CareFabric Monitor Report' contains "AppointmentDeleted" records for the recurring appointments for "Group A" that the deleted group member will no longer be associated to.
  37. Close the report and the form.
Topics
• Add New Appointment • Group Appointment • Group Member Assignment • NX • Scheduling Calendar
AV-77647 Summary | Details
Scheduling Calendar - deleting appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareFabric Monitor
  • Delete Appointment
  • Scheduling Calendar
Scenario 1: Delete an individual appointment and validate the 'AppointmentDeleted' SDK event is raised
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Client A has an existing appointment.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click on the existing appointment and click [Delete].
  3. Click [Yes].
  4. Validate the 'Appointment Grid' no longer contains the appointment.
  5. Click [Dismiss].
  6. Access the 'CareFabric Monitor' form.
  7. Enter the current date in the 'From Date' and 'Through Date' fields.
  8. Enter "Client A" in the 'Client ID' field.
  9. Click [View Activity Log].
  10. Validate the 'CareFabric Monitor Report' contains an "AppointmentDeleted" record.
  11. Click [Click To View Record].
  12. Validate the 'clientID' - 'id' field contains "Client A's" Client ID.
  13. Validate the 'pertainingToClientEventID' - 'id' field contains "Client A's" episode number.
  14. Close the report and the form.
Scenario 2: Create & delete a group appointment and validate the 'AppointmentCreated' and 'AppointmentDeleted' SDK events are raised for all group members
Specific Setup:
  • A group is defined with two members in the 'Group Registration' form (Group A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' and click [Add Appointment].
  3. Enter the desired group service code in the 'Service Code' field.
  4. Select the desired program in the 'Program' field.
  5. Enter "Group A" in the 'Group #' field.
  6. Validate the '# Of Clients' field contains "2".
  7. Click [Submit].
  8. Validate the 'Appointment Grid' contains the appointment for "Group A".
  9. Click [Dismiss].
  10. Access Crystal Reports or other SQL Reporting Tool.
  11. Create a report using the 'SYSTEM.radplus_transfer_queue' table.
  12. Validate rows are displayed for each group member for the group appointment created in the previous steps. Please note: this process occurs quickly so records may have already been cleared out before viewing the report.
  13. Validate the 'process_identifier' field contains a unique identifier containing "FACILITY||PATID||APPT_TABLE3000||APPT#||Appointment||C||USER".
  14. Refresh the report until the records are cleared out.
  15. Access the 'CareFabric Monitor' form.
  16. Enter the current date in the 'From Date' and 'Through Date' fields.
  17. Enter "AppointmentCreated" in the 'Event/Action Search' field.
  18. Click [View Activity Log].
  19. Validate the 'CareFabric Monitor Report' contains "AppointmentCreated" records for both clients in "Group A".
  20. Close the report and the form.
  21. Access the 'Scheduling Calendar' form.
  22. Right click on the existing appointment for "Group A" and click [Delete].
  23. Validate a message is displayed stating: Are you sure?
  24. Click [Yes].
  25. Validate the 'Appointment Grid' no longer contains the appointment for "Group A".
  26. Click [Dismiss].
  27. Access Crystal Reports or other SQL Reporting Tool.
  28. Create a report using the 'SYSTEM.radplus_transfer_queue' table.
  29. Validate rows are displayed for each group member for the group appointment created in the previous steps. Please note: this process occurs quickly so records may have already been cleared out before viewing the report.
  30. Validate the 'process_identifier' field contains a unique identifier containing "FACILITY||PATID||APPT_TABLE3000||APPT#||Appointment||D||USER".
  31. Refresh the report until the records are cleared out.
  32. Access the 'CareFabric Monitor' form.
  33. Enter the current date in the 'From Date' and 'Through Date' fields.
  34. Enter "AppointmentDeleted" in the 'Event/Action Search' field.
  35. Click [View Activity Log].
  36. Validate the 'CareFabric Monitor Report' contains "AppointmentDeleted" records for both clients in "Group A".
  37. Close the report and the form.
Topics
• Add New Appointment • Delete Appointment • NX • Scheduling Calendar