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Avatar Appointment Scheduling 2022 Update 6

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Product Requirements / Recommendations

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

Recommended Update Level

RADplus 2022 Update 25
Avatar Appointment Scheduling 2021 Update 15

Additional Requirements

RADplus 2022 Update 25

Product Update Form Description

The new registry setting 'Enable Enhanced Appointment Management Grid' is added. In addition, the following issues are resolved: 1) The 'Follow-up Appointment For' field in the 'Clinical' section of the 'Appointment Details' form does not list previous appointments. 2) The overbooking warning is not displayed in 'Scheduling Calendar'.

Included Updates

3

Required Updates

None

Details
NEW1 CHANGED0 FIXED2
New (1)
The 'Enable Enhanced Appointment Management Grid' registry setting
The 'Enable Enhanced Appointment Management Grid' registry setting is added to the system. When set to "Y", the enhanced grid will be used for managing appointments in the 'Appointment Management' form. KB0069309 v0.01
Value Added: Enhancing scheduling capabilities in the 'Appointment Management' form
Topics
• Appointment Management • Group Appointment • Progress Notes • Registry Settings • Scheduling Calendar
 
Fixed (2)
Scheduling Calendar - Follow-up Appointments
Ensure the 'Follow-up Appointment For' field lists previous appointments that require a follow-up for the selected client.
Topics
• Appointment Management • Registry Settings • Scheduling Calendar
 
Scheduling Calendar - Overbooking
Ensure the overbooking warning is displayed in the 'Scheduling Calendar'.
Topics
• Scheduling Calendar
 
Acceptance Tests
AV-76308 Summary | Details
The 'Enable Enhanced Appointment Management Grid' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Appointment Management
  • Scheduling Calendar
  • Registry Settings (PM)
  • Program Maintenance
  • Service Codes
  • Client Ledger
Scenario 1: Validate the 'Enable Enhanced Appointment Management Grid' registry setting
Specific Setup:
  • Two clients are enrolled in existing episodes (Client A & Client B).
  • A practitioner is defined with hours (Practitioner A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Enable Enhanced Appointment Management Grid" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains: "Avatar PM->Scheduling->Appointment->->->Enable Enhanced Appointment Management Grid".
  5. Validate the 'Registry Setting Details' field contains: "When set to 'Y', the 'Appointment Management' form will use the enhanced grid for managing appointments. Select 'N' to disable the functionality."
  6. Validate the 'Registry Setting Value' field contains "N" as the default value.
  7. Enter "Y" in the 'Registry Setting Value' field.
  8. Click [Submit].
  9. Validate a message is displayed indicating successful filing.
  10. Click [OK] and [No] to exit the form.
  11. Access the 'Appointment Management' form.
  12. Select "Practitioner A" in the 'Practitioner' field.
  13. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  14. Click [Add/Edit Appointments].
  15. Validate the 'Appointment Management' grid is displayed and contains any existing appointments for the current date.
  16. Click [New Row].
  17. Enter the desired time in the 'Start' field.
  18. Enter the desired duration in the 'Duration' field.
  19. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  20. Enter "Practitioner A" in the 'Practitioner' field.
  21. Enter the desired value in the 'Service Code' field.
  22. Enter "Client A" in the 'Client' field.
  23. Click [Save] and validate the grid closes.
  24. Close the form.
  25. Access the 'Scheduling Calendar' form.
  26. Validate the 'Appointment Grid' field contains the appointment added for "Client A" for the correct time/date/duration/practitioner.
  27. Click [Dismiss].
  28. Access the 'Appointment Management' form.
  29. Select "Practitioner A" in the 'Practitioner' field.
  30. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  31. Click [Add/Edit Appointments].
  32. Check "Post" for the appointment for "Client A".
  33. Click [Save] and validate the grid closes.
  34. Close the form.
  35. Access the 'Scheduling Calendar' form.
  36. Validate the 'Appointment Grid' field contains the posted appointment for "Client A".
  37. Click [Dismiss].
  38. Access the 'Appointment Management' form.
  39. Select "Practitioner A" in the 'Practitioner' field.
  40. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  41. Click [Add/Edit Appointments].
  42. Click [New Row].
  43. Enter the desired time in the 'Start' field.
  44. Enter the desired duration in the 'Duration' field.
  45. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  46. Enter "Practitioner A" in the 'Practitioner' field.
  47. Enter the desired value in the 'Service Code' field.
  48. Enter "Client B" in the 'Client' field.
  49. Click [Save] and validate the grid closes.
  50. Close the form.
  51. Access the 'Scheduling Calendar' form.
  52. Validate the 'Appointment Grid' field contains the appointment added for "Client B" for the correct time/date/duration/practitioner.
  53. Click [Dismiss].
  54. Access the 'Appointment Management' form.
  55. Select "Practitioner A" in the 'Practitioner' field.
  56. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  57. Click [Add/Edit Appointments].
  58. Select the row with the appointment for "Client B".
  59. Click [Delete Row].
  60. Validate a message is displayed stating: "Are you sure you want to delete these rows?"
  61. Click [Yes] and validate the row is no longer displayed.
  62. Click [Save] and validate the grid closes.
  63. Close the form.
  64. Access the 'Scheduling Calendar' form.
  65. Validate the 'Appointment Grid' field no longer contains the appointment for "Client B".
  66. Click [Dismiss].
Scenario 2: Enhanced Appointment Management Grid - Validate the 'Activate Program/Service Code Filter' registry setting
Specific Setup:
  • The 'Activate Program/Service Code Filter' registry setting is set to "Y".
  • The 'Enable Enhanced Appointment Management Grid' registry setting is set to "Y".
  • A practitioner is defined with hours for scheduling (Practitioner A).
  • Two service codes are defined (Service Code A & Service Code B).
  • A program is defined (Program A).
  • "Service Code A" is not associated to "Program A".
  • "Service Code B" is associated to "Program A".
  • A client is enrolled in an existing episode for "Program A" (Client A).
Steps
  1. Access the 'Appointment Management' form.
  2. Select "Practitioner A" in the 'Practitioner' field.
  3. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  4. Click [Add/Edit Appointments].
  5. Validate the 'Appointment Management' grid is displayed and contains any existing appointments for the current date.
  6. Click [New Row].
  7. Enter the desired time in the 'Start' field.
  8. Enter the desired duration in the 'Duration' field.
  9. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  10. Enter "Practitioner A" in the 'Practitioner' field.
  11. Enter "Service Code A" in the 'Service Code' field.
  12. Enter "Client A" in the 'Client' field.
  13. Validate an error message is displayed stating: "Service Code A" is not assigned to program "Program A". Please select a new service code.
  14. Click [OK].
  15. Enter "Service Code B" in the 'Service Code' field.
  16. Enter "Client A" in the 'Client' field.
  17. Validate the 'Episode' field contains "1".
  18. Validate the 'Program' field contains "Program A".
  19. Click [Save] and validate the grid closes.
  20. Close the form.
  21. Access the 'Scheduling Calendar' form.
  22. Validate the 'Appointment Grid' field contains the appointment added for "Client A" for the correct time/date/duration/practitioner.
  23. Click [Dismiss].
Scenario 3: Enhanced Appointment Management Grid - Validate the 'Activate Program/Location Filter' registry setting
Specific Setup:
  • The 'Activate Program/Location Filter' registry setting is set to "Y".
  • The 'Enable Enhanced Appointment Management Grid' registry setting is set to "Y".
  • A practitioner is defined with hours for scheduling (Practitioner A).
  • Two locations are defined for scheduling (Location A & Location B).
  • A program is defined (Program A).
  • All service codes are associated to "Program A".
  • "Location A" is associated to "Program A".
  • "Location B" is not associated to "Program A".
  • A client is enrolled in an existing episode for "Program A" (Client A).
Steps
  1. Access the 'Appointment Management' form.
  2. Select "Practitioner A" in the 'Practitioner' field.
  3. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  4. Click [Add/Edit Appointments].
  5. Validate the 'Appointment Management' grid is displayed and contains any existing appointments for the current date.
  6. Click [New Row].
  7. Enter the desired time in the 'Start' field.
  8. Enter the desired duration in the 'Duration' field.
  9. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  10. Enter "Practitioner A" in the 'Practitioner' field.
  11. Enter the desired value in the 'Service Code' field.
  12. Enter "Client A" in the 'Client' field.
  13. Validate the 'Episode' field contains "1".
  14. Validate the 'Program' field contains "Program A".
  15. Validate the 'Location' field contains "Location A" since this is the location associated to "Program A".
  16. Validate "Location B" is not available for selection in the 'Location' field.
  17. Click [Save] and validate the grid closes.
  18. Close the form.
  19. Access the 'Scheduling Calendar' form.
  20. Validate the 'Appointment Grid' field contains the appointment added for "Client A" for the correct time/date/duration/practitioner.
  21. Click [Dismiss].
Scenario 4: Enhanced Appointment Management Grid - Validate the 'Enable 'Follow-up Appointment' Functionality' registry setting
Specific Setup:
  • The 'Enable 'Follow-up Appointment' Functionality' registry setting is set to "Y".
  • The 'Enable Enhanced Appointment Management Grid' registry setting is set to "Y".
  • A practitioner is defined with hours for scheduling (Practitioner A).
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Appointment Management' form.
  2. Select "Practitioner A" in the 'Practitioner' field.
  3. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  4. Click [Add/Edit Appointments].
  5. Validate the 'Appointment Management' grid is displayed and contains any existing appointments for the current date.
  6. Click [New Row].
  7. Enter the desired time in the 'Start' field.
  8. Enter the desired duration in the 'Duration' field.
  9. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  10. Enter "Practitioner A" in the 'Practitioner' field.
  11. Enter the desired value in the 'Service Code' field.
  12. Enter "Client A" in the 'Client' field.
  13. Select "Yes" in the 'Appointment Requires Follow-up' field.
  14. Enter tomorrow's date in the 'Follow-up Appointment Due Date' field.
  15. Enter the desired value in the 'Reason For Follow-up' field.
  16. Validate the 'Follow-up Status' field contains "Unscheduled".
  17. Click [Save] and validate the grid closes.
  18. Select "Practitioner A" in the 'Practitioner' field.
  19. Enter tomorrow's date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  20. Click [Add/Edit Appointments].
  21. Validate the 'Appointment Management' grid is displayed and contains any existing appointments for tomorrow's date.
  22. Click [New Row].
  23. Enter the desired time in the 'Start' field.
  24. Enter the desired duration in the 'Duration' field.
  25. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  26. Enter "Practitioner A" in the 'Practitioner' field.
  27. Enter the desired value in the 'Service Code' field.
  28. Enter "Client A" in the 'Client' field.
  29. Select the initial appointment added in the previous steps in the 'Follow-up Appointment For' field.
  30. Click [Save] and validate the grid closes.
  31. Select "Practitioner A" in the 'Practitioner' field.
  32. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  33. Click [Add/Edit Appointments].
  34. Navigate to the row with the initial appointment for "Client A".
  35. Validate the 'Follow-up Status' field contains "Scheduled" since the follow-up has now been scheduled.
  36. Click [Close/Cancel] and validate the grid closes.
  37. Close the form.
Scenario 5: Enhanced Appointment Management Grid - Validate the 'Prevent Editing Appointment If Attached to a Progress Note' registry setting
Specific Setup:
  • A practitioner is defined with hours for scheduling (Practitioner A).
  • A client is enrolled in an existing episode (Client A).
  • The 'Enable Enhanced Appointment Scheduling Grid' registry setting is set to "Y".
  • The 'Prevent Editing Appointment If Attached to a Progress Note' registry setting is set to "Y".
Steps
  1. Access the 'Appointment Management' form.
  2. Select "Practitioner A" in the 'Practitioner' field.
  3. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  4. Click [Add/Edit Appointments].
  5. Validate the 'Appointment Management' grid is displayed and contains any existing appointments for the current date.
  6. Click [New Row].
  7. Enter the desired time in the 'Start' field.
  8. Enter the desired duration in the 'Duration' field.
  9. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  10. Enter "Practitioner A" in the 'Practitioner' field.
  11. Enter the desired value in the 'Service Code' field.
  12. Enter "Client A" in the 'Client' field.
  13. Click [Save] and validate the grid closes.
  14. Close the form.
  15. Access the 'Progress Notes (Group and Individual)' form.
  16. Select "Client A" in the 'Select Client' field.
  17. Select "Existing Appointment" in the 'Progress Note For' field.
  18. Select the existing appointment in the 'Note Addresses Which Existing Service/Appointment' field.
  19. Select the desired value in the 'Note Type' field.
  20. Enter the desired value in the 'Notes Field' field.
  21. Select "Draft" in the 'Draft/Final' field.
  22. Click [File Note].
  23. Validate a message is displayed stating: "Note Filed."
  24. Click [OK] and close the form.
  25. Access the 'Appointment Management' form.
  26. Select "Practitioner A" in the 'Practitioner' field.
  27. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  28. Click [Add/Edit Appointments].
  29. Validate the 'Appointment Management' grid is displayed and contains the appointment for "Client A".
  30. Validate the appointment cannot be edited since it is now attached to a progress note.
  31. Click [Close/Cancel] and validate the grid closes.
  32. Close the form.
Scenario 6: Enhanced Appointment Management Grid - Validate the 'Require Client ID/Episode/Program' registry setting
Specific Setup:
  • The 'Enable Enhanced Appointment Management Grid' registry setting is set to "Y".
  • A practitioner is defined with hours for scheduling (Practitioner A).
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Require Client ID/Episode/Program" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Select "Yes" in the 'Include Hidden Registry Settings' field.
  4. Click [View Registry Settings].
  5. Select "Require Client ID/Episode/Program" and click [OK].
  6. Enter "Y" in the 'Registry Setting Value' field.
  7. Click [Submit].
  8. Validate a message is displayed indicating successful filing.
  9. Click [OK] and [No] to exit the form.
  10. Access the 'Appointment Management' form.
  11. Select "Practitioner A" in the 'Practitioner' field.
  12. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  13. Click [Add/Edit Appointments].
  14. Validate the 'Appointment Management' grid is displayed and contains any existing appointments for the current date.
  15. Click [New Row].
  16. Enter the desired time in the 'Start' field.
  17. Enter the desired duration in the 'Duration' field.
  18. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  19. Enter "Practitioner A" in the 'Practitioner' field.
  20. Enter the desired value in the 'Service Code' field.
  21. Validate the [Save] button is disabled and the 'Client', 'Episode', and 'Program' fields are required.
  22. Enter "Client A" in the 'Client' field.
  23. Validate the 'Episode' field contains "1".
  24. Validate the 'Program' field contains the program associated to Episode 1.
  25. Validate the [Save] button is now enabled.
  26. Click [Save] and validate the grid closes.
  27. Close the form.
  28. Access the 'Registry Settings' form.
  29. Enter "Require Client ID/Episode/Program" in the 'Limit Registry Settings to the Following Search Criteria' field.
  30. Select "Yes" in the 'Include Hidden Registry Settings' field.
  31. Click [View Registry Settings].
  32. Select "Require Client ID/Episode/Program" and click [OK].
  33. Enter "N" in the 'Registry Setting Value' field.
  34. Click [Submit].
  35. Validate a message is displayed indicating successful filing.
  36. Click [OK] and [No] to exit the form.
  37. Access the 'Appointment Management' form.
  38. Select "Practitioner A" in the 'Practitioner' field.
  39. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  40. Click [Add/Edit Appointments].
  41. Validate the 'Appointment Management' grid is displayed.
  42. Click [New Row].
  43. Enter the desired time in the 'Start' field.
  44. Enter the desired duration in the 'Duration' field.
  45. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  46. Enter "Practitioner A" in the 'Practitioner' field.
  47. Enter the desired value in the 'Service Code' field.
  48. Select the desired value in the 'Location' field.
  49. Validate the [Save] button is now enabled and the 'Client', 'Episode', and 'Program' fields are not required.
  50. Click [Save] and validate the grid closes.
  51. Select "Practitioner A" in the 'Practitioner' field.
  52. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  53. Click [Add/Edit Appointments].
  54. Validate the 'Appointment Management' grid is displayed and contains both appointments added in the previous steps.
  55. Click [Close/Cancel] and validate the grid closes.
  56. Close the form.
Scenario 7: Enhanced Appointment Management Grid - Validate the 'Require Service Code' registry setting
Specific Setup:
  • The 'Enable Enhanced Appointment Management Grid' registry setting is set to "Y".
  • A practitioner is defined with hours for scheduling (Practitioner A).
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Require Service Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Select "Yes" in the 'Include Hidden Registry Settings' field.
  4. Click [View Registry Settings].
  5. Select "Require Service Code" and click [OK].
  6. Enter "Y" in the 'Registry Setting Value' field.
  7. Click [Submit].
  8. Validate a message is displayed indicating successful filing.
  9. Click [OK] and [No] to exit the form.
  10. Access the 'Appointment Management' form.
  11. Select "Practitioner A" in the 'Practitioner' field.
  12. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  13. Click [Add/Edit Appointments].
  14. Validate the 'Appointment Management' grid is displayed and contains any existing appointments for the current date.
  15. Click [New Row].
  16. Enter the desired time in the 'Start' field.
  17. Enter the desired duration in the 'Duration' field.
  18. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  19. Enter "Practitioner A" in the 'Practitioner' field.
  20. Enter "Client A" in the 'Client' field.
  21. Validate the 'Episode' field contains "1".
  22. Validate the 'Program' field contains the program associated to Episode 1.
  23. Validate the [Save] button is disabled and the 'Service Code' field is required.
  24. Enter the desired value in the 'Service Code' field.
  25. Validate the [Save] button is now enabled.
  26. Click [Save] and validate the grid closes.
  27. Close the form.
  28. Access the 'Registry Settings' form.
  29. Enter "Require Service Code" in the 'Limit Registry Settings to the Following Search Criteria' field.
  30. Select "Yes" in the 'Include Hidden Registry Settings' field.
  31. Click [View Registry Settings].
  32. Select "Require Service Code" and click [OK].
  33. Enter "N" in the 'Registry Setting Value' field.
  34. Click [Submit].
  35. Validate a message is displayed indicating successful filing.
  36. Click [OK] and [No] to exit the form.
  37. Access the 'Appointment Management' form.
  38. Select "Practitioner A" in the 'Practitioner' field.
  39. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  40. Click [Add/Edit Appointments].
  41. Validate the 'Appointment Management' grid is displayed and contains the appointment added in the previous steps.
  42. Click [New Row].
  43. Enter the desired time in the 'Start' field.
  44. Enter the desired duration in the 'Duration' field.
  45. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  46. Enter "Practitioner A" in the 'Practitioner' field.
  47. Enter "Client A" in the 'Client' field.
  48. Validate the 'Episode' field contains "1".
  49. Validate the 'Program' field contains the program associated to Episode 1.
  50. Validate the [Save] button is now enabled and the 'Service Code' field is not required.
  51. Click [Save] and validate the grid closes.
  52. Select "Practitioner A" in the 'Practitioner' field.
  53. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  54. Click [Add/Edit Appointments].
  55. Validate the 'Appointment Management' grid is displayed and contains both appointments added in the previous steps.
  56. Click [Close/Cancel] and validate the grid closes.
  57. Close the form.
Scenario 8: Enhanced Appointment Management Grid - Validate the 'Require Location' registry setting
Specific Setup:
  • A practitioner is defined with hours for scheduling (Practitioner A).
  • A client is enrolled in an existing episode (Client A).
  • The 'Require Client ID/Episode/Program' registry setting is set to "N".
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Require Location" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Select "Yes" in the 'Include Hidden Registry Settings' field.
  4. Click [View Registry Settings].
  5. Select "Require Location" and click [OK].
  6. Enter "Y" in the 'Registry Setting Value' field.
  7. Click [Submit].
  8. Validate a message is displayed indicating successful filing.
  9. Click [OK] and [No] to exit the form.
  10. Access the 'Appointment Management' form.
  11. Select "Practitioner A" in the 'Practitioner' field.
  12. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  13. Click [Add/Edit Appointments].
  14. Validate the 'Appointment Management' grid is displayed and contains any existing appointments for the current date.
  15. Click [New Row].
  16. Enter the desired time in the 'Start' field.
  17. Enter the desired duration in the 'Duration' field.
  18. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  19. Enter "Practitioner A" in the 'Practitioner' field.
  20. Enter the desired value in the 'Service Code' field.
  21. Validate the [Save] button is disabled and the 'Location' field is required.
  22. Select the desired value in the 'Location' field.
  23. Validate the [Save] button is now enabled.
  24. Click [Save] and validate the grid closes.
  25. Close the form.
  26. Access the 'Registry Settings' form.
  27. Enter "Require Location" in the 'Limit Registry Settings to the Following Search Criteria' field.
  28. Select "Yes" in the 'Include Hidden Registry Settings' field.
  29. Click [View Registry Settings].
  30. Select "Require Location" and click [OK].
  31. Enter "N" in the 'Registry Setting Value' field.
  32. Click [Submit].
  33. Validate a message is displayed indicating successful filing.
  34. Click [OK] and [No] to exit the form.
  35. Access the 'Appointment Management' form.
  36. Select "Practitioner A" in the 'Practitioner' field.
  37. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  38. Click [Add/Edit Appointments].
  39. Validate the 'Appointment Management' grid is displayed and contains the appointment added in the previous steps.
  40. Click [New Row].
  41. Enter the desired time in the 'Start' field.
  42. Enter the desired duration in the 'Duration' field.
  43. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  44. Enter "Practitioner A" in the 'Practitioner' field.
  45. Enter the desired value in the 'Service Code' field.
  46. Validate the [Save] button is now enabled and the 'Location' field is not required.
  47. Click [Save] and validate the grid closes.
  48. Select "Practitioner A" in the 'Practitioner' field.
  49. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  50. Click [Add/Edit Appointments].
  51. Validate the 'Appointment Management' grid is displayed and contains both appointments added in the previous steps.
  52. Click [Close/Cancel] and validate the grid closes.
  53. Close the form.
Scenario 9: Enhanced Appointment Management Grid - Missed Visits
Specific Setup:
  • A practitioner is defined with hours for scheduling (Practitioner A).
  • A client is enrolled in an existing episode (Client A).
  • The 'Enable Enhanced Appointment Management Grid' registry setting is set to "Y".
Steps
  1. Access the 'Appointment Management' form.
  2. Select "Practitioner A" in the 'Practitioner' field.
  3. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  4. Click [Add/Edit Appointments].
  5. Validate the 'Appointment Management' grid is displayed and contains any existing appointments for the current date.
  6. Click [New Row].
  7. Enter the desired time in the 'Start' field.
  8. Enter the desired duration in the 'Duration' field.
  9. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  10. Enter "Practitioner A" in the 'Practitioner' field.
  11. Enter the desired value in the 'Service Code' field.
  12. Enter "Client A" in the 'Client' field.
  13. Select the desired value in the 'Missed Visit Code' field.
  14. Enter the desired value in the 'Missed Visit Notes' field.
  15. Check off the [Post] checkbox.
  16. Click [Save] and validate the grid closes.
  17. Close the form.
  18. Access the 'Client Ledger' form.
  19. Select "Client A" in the 'Client ID' field.
  20. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  21. Select "Simple" in the 'Ledger Type' field.
  22. Select "Yes" in the 'Include Zero Charges' field.
  23. Click [Process].
  24. Validate the report contains the missed visit for "Client A".
  25. Close the report and the form.
Scenario 10: Enhanced Appointment Management Grid - Validate the 'Enable Diagnosis Filtering based on Classification' registry setting
Specific Setup:
  • A practitioner is defined with hours for scheduling (Practitioner A).
  • A client is enrolled in an existing episode and has a diagnosis on file (Client A).
  • A client is enrolled in an existing episode and does not have a diagnosis on file (Client B).
  • The 'Enable Enhanced Appointment Scheduling Grid' registry setting is set to "Y".
  • The 'Enable Diagnosis Filtering based on Classification' registry setting is set to "Y".
Steps
  1. Access the 'Appointment Management' form.
  2. Select "Practitioner A" in the 'Practitioner' field.
  3. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  4. Click [Add/Edit Appointments].
  5. Validate the 'Appointment Management' grid is displayed and contains any existing appointments for the current date.
  6. Click [New Row].
  7. Enter the desired time in the 'Start' field.
  8. Enter the desired duration in the 'Duration' field.
  9. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  10. Enter "Practitioner A" in the 'Practitioner' field.
  11. Enter the desired value in the 'Service Code' field.
  12. Enter "Client A" in the 'Client' field.
  13. Select "Client A's" diagnosis in the 'Active Diagnosis' field.
  14. Validate the 'Diagnosis 1' field contains the diagnosis.
  15. Click [New Row].
  16. Enter the desired time in the 'Start' field.
  17. Enter the desired duration in the 'Duration' field.
  18. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  19. Enter "Practitioner A" in the 'Practitioner' field.
  20. Enter the desired value in the 'Service Code' field.
  21. Enter "Client B" in the 'Client' field.
  22. Enter the desired value in the 'Diagnosis 1' field.
  23. Click [Save] and validate the grid closes.
  24. Select "Practitioner A" in the 'Practitioner' field.
  25. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  26. Click [Add/Edit Appointments].
  27. Validate the 'Appointment Management' grid is displayed.
  28. Validate the 'Diagnosis 1' field contains the diagnosis for "Client A".
  29. Validate the 'Diagnosis 1' field contains the 'diagnosis for "Client B".
  30. Click [Close/Cancel] and validate the grid closes.
  31. Close the form.
Scenario 11: Enhanced Appointment Management Grid - Validate scheduling/posting individual appointments
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A practitioner has hours defined for scheduling (Practitioner A).
  • The 'Enable Enhanced Appointment Management Grid' registry setting is set to "Y".
Steps
  1. Access the 'Appointment Management' form.
  2. Select "Practitioner A" in the 'Practitioner' field.
  3. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  4. Click [Add/Edit Appointments].
  5. Validate the 'Appointment Management' grid is displayed and contains any existing appointments for the current date.
  6. Click [New Row].
  7. Enter the desired time in the 'Start' field.
  8. Enter the desired duration in the 'Duration' field.
  9. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  10. Enter "Practitioner A" in the 'Practitioner' field.
  11. Enter the desired value in the 'Service Code' field.
  12. Enter "Client A" in the 'Client' field.
  13. Check "Post" for the appointment for "Client A".
  14. Click [Save] and validate the grid closes.
  15. Close the form.
  16. Access the 'Client Ledger' form.
  17. Select "Client A" in the 'Client ID' field.
  18. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  19. Select "Simple" in the 'Ledger Type' field.
  20. Select "Yes" in the 'Include Zero Charges' field.
  21. Click [Process].
  22. Validate the report contains the posted visit for "Client A".
  23. Close the report and the form.
Scenario 12: Enhanced Appointment Management Grid - Validate scheduling/posting group appointments
Specific Setup:
  • A practitioner is defined with hours for scheduling.
  • A group (Group A) is defined with two members (Client A & Client B).
  • The 'Enable Enhanced Appointment Management Grid' registry setting is set to "Y".
Steps
  1. Access the 'Appointment Management' form.
  2. Select "Practitioner A" in the 'Practitioner' field.
  3. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  4. Click [Add/Edit Appointments].
  5. Validate the 'Appointment Management' grid is displayed and contains any existing appointments for the current date.
  6. Click [New Row].
  7. Enter the desired time in the 'Start' field.
  8. Enter the desired duration in the 'Duration' field.
  9. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  10. Enter "Practitioner A" in the 'Practitioner' field.
  11. Enter any group code in the 'Service Code' field.
  12. Enter "Group A" in the 'Group' field.
  13. Select the desired program in the 'Program' field.
  14. Check "Post" for the appointment for "Group A".
  15. Click [Save] and validate the grid closes.
  16. Close the form.
  17. Access the 'Client Ledger' form.
  18. Select "Client A" in the 'Client ID' field.
  19. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  20. Select "Simple" in the 'Ledger Type' field.
  21. Select "Yes" in the 'Include Zero Charges' field.
  22. Click [Process].
  23. Validate the report contains the posted group visit for "Client A".
  24. Close the report.
  25. Select "Client B" in the 'Client ID' field.
  26. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  27. Select "Simple" in the 'Ledger Type' field.
  28. Select "Yes" in the 'Include Zero Charges' field.
  29. Click [Process].
  30. Validate the report contains the posted group visit for "Client B".
  31. Close the report and the form.
Topics
• Appointment Management • Group Appointment • Progress Notes • Registry Settings • Scheduling Calendar
AV-78131 Summary | Details
Scheduling Calendar - Follow-up Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Scheduling Calendar
  • Appointment Management
Scenario 1: Scheduling Calendar - Validate the 'Enable Follow-Up Appointment Functionality' registry setting
Specific Setup:
  • The 'Enable Follow-Up Appointment Functionality' Registry Setting must be set to "Y".
  • A client is enrolled in an existing episode (Client A).
  • A practitioner is defined with hours for scheduling.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for the current date and click [Add Appointment].
  3. Validate the 'Appointment Date' field contains the current date.
  4. Enter the desired value in the 'Service Code' field.
  5. Enter "Client A" in the 'Client' field.
  6. Select "Episode 1" in the 'Episode Number' field.
  7. Select the "Clinical" section.
  8. Select "Yes" in the 'Appointment Requires Follow-up' field.
  9. Enter tomorrow's date in the 'Follow-up Appointment Due Date' field.
  10. Enter the desired value in the 'Reason For Follow-up' field.
  11. Validate the 'Follow-up Status' field contains "Unscheduled".
  12. Click [Submit].
  13. Validate the 'Appointment Grid' contains the appointment for "Client A".
  14. Right click in any available time slot for tomorrow's date and click [Add Appointment].
  15. Validate the 'Appointment Date' field contains tomorrow's date.
  16. Enter the desired value in the 'Service Code' field.
  17. Enter "Client A" in the 'Client' field.
  18. Select "Episode 1" in the 'Episode Number' field.
  19. Click [Submit].
  20. Validate the 'Appointment Grid' contains the new appointment for "Client A".
  21. Right click on the new appointment and click [Details/Edit].
  22. Select the "Clinical" section.
  23. Select the initial appointment in the 'Follow-up Appointment For' field.
  24. Click [Submit].
  25. Navigate back to the current date and right click on the initial appointment.
  26. Click [Details/Edit].
  27. Select the "Clinical" section.
  28. Validate the 'Follow-up Status' field contains "Scheduled".
  29. Close the form and click [Dismiss].
Topics
• Appointment Management • Registry Settings • Scheduling Calendar
AV-80124 Summary | Details
Scheduling Calendar - Overbooking
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
Scenario 1: Scheduling Calendar - Validate client overbooking warning
Specific Setup:
  • Two practitioners are defined with hours for scheduling (Practitioner A & Practitioner B).
  • A client is enrolled in an existing episode (Client A).
  • The logged in user has overbooking permissions.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' for "Practitioner A".
  3. Click [Add Appointment].
  4. Enter the desired value in the 'Service Code' field.
  5. Enter "Client A" in the 'Client' field.
  6. Validate the 'Practitioner' field contains "Practitioner A".
  7. Populate any other required and desired fields.
  8. Click [Submit].
  9. Validate the 'Appointment Grid' contains the new appointment for "Client A" with "Practitioner A".
  10. Right click in the 'Appointment Grid' for "Practitioner B", selecting the same time as the previous appointment.
  11. Click [Add Appointment].
  12. Enter the desired value in the 'Service Code' field.
  13. Enter "Client A" in the 'Client' field.
  14. Validate a "Warning - Same Day Existing Appointment(s)" dialog is displayed stating: "Client A" has the following appointment(s) scheduled: Appointment information with "Practitioner A".
  15. Click [OK].
  16. Validate a "Client - Overbooking" dialog is displayed stating: "Client A" has appointment(s) scheduled on the following date(s). Do you wish to overbook the following date(s)?
  17. Check off the appointment scheduled with "Practitioner A" and click [OK].
  18. Validate the 'Practitioner' field contains "Practitioner B".
  19. Populate any other required and desired fields.
  20. Click [Submit].
  21. Validate the 'Appointment Grid' contains the new appointment for "Client A" with "Practitioner B".
  22. Click [Dismiss].
Topics
• Scheduling Calendar