Skip to main content

Avatar Appointment Scheduling 2022 Update 4

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

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

Product Update Form Description

An issue that may cause a progress note to be attached to multiple instances of a recurring appointment is resolved.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED1 FIXED0
Changed (1)
Scheduling Calendar - Recurring Appointments and Progress Notes
An issue has been resolved where a progress note could be attached to multiple occurrences of a recurring appointment. KB0068931 v0.01
Value Added: Scheduling Calendar and Progress Notes association with recurring appointments
Topics
• NX • Progress Notes • Scheduling Calendar
 
Acceptance Tests
AV-75819 Summary | Details
Scheduling Calendar - Recurring Appointments and Progress Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Dynamic Form - Progress Notes
  • Dynamic Form Recurring Appointments
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
  • Scheduling Calendar
Scenario 1: Scheduling Calendar - Draft Progress Notes and recurring appointments
Specific Setup:
  • Set the Registry Setting "Attach Selected Appointment To Notes On Draft set to "1".
Steps
  1. Using the "Scheduling Calendar", create 5 recurring appointments for Monday - Friday for a week in the past
  2. Open a progress note form.
  3. Generate a draft progress note for the existing appointment and select the recurring appointment for Tuesday.
  4. Using the "Scheduling Calendar", edit the recurring appointment for Tuesday.
  5. When prompted, select to edit the series of recurrences.
  6. Using the preferred method of validating SQL tables, locate the SYSTEM.appt_data table in the PM namespace.
  7. Locate the row for the appointment that the progress note was associated with.
  8. Validate the NOT_uniqueid columns of the SQL table has a value, which indicates it's been associated to a progress note.
Scenario 2: Scheduling Calendar - Final Progress Notes and recurring appointment
Specific Setup:
  • Set the Registry Setting "Attach Selected Appointment To Notes On Draft set to "1".
  • Enable document routing for a progress note form to be used for testing.
Steps
  1. Using the "Scheduling Calendar", create 5 recurring appointments for Monday - Friday for a week in the past
  2. Open a progress note form.
  3. Generate a draft progress note for the existing appointment and select the recurring appointment for Tuesday.
  4. Using the "Scheduling Calendar", edit the recurring appointment for Tuesday.
  5. When prompted, select to edit the series of recurrences.
  6. Using the preferred method of validating SQL tables, locate the SYSTEM.appt_data table in the PM namespace.
  7. Locate the row for the appointment that the progress note was associated with.
  8. Validate the NOT_uniqueid column of the SQL table is populated.
  9. Validate the Join_To_Staff_TX_History and Join_To_TX_History columns are not populated due to the fact the note hasn't been finalized.
  10. Finalize the progress note.
  11. Using the preferred method of validating SQL tables, locate the SYSTEM.appt_data table in the PM namespace.
  12. Locate the row for the appointment that the progress note was associated with.
  13. Validate the NOT_uniqueid column of the SQL table is populated.
  14. Validate the Join_To_Staff_TX_Historyand Join_To_TX History columns are populated also due to the fact the note has been finalized.
Topicss
• NX • Progress Notes • Scheduling Calendar