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Avatar Appointment Scheduling 2023 Update 2

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Product Requirements / Recommendations

Avatar Appointment Scheduling required
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Product Update Form Description

An issue is resolved where an 'Invalid Location' message may appear when checking in an appointment. Additionally, the 'Location' field is added to the 'Payment Entry Only' section of the 'Front Desk' form.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Front Desk - Adding Location to Payment Entry Only
An issue has been resolved where when attempting to take a payment on Front Desk, on Payment Entry Only an "Invalid Location" error was received once selecting Payment location.
Topics
• Front Desk • NX
 
Acceptance Tests
AV-83193 Summary | Details
Front Desk - Adding Location to Payment Entry Only
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Client Ledger
  • Dictionary Update (PM)
  • Financial Eligibility
  • Front Desk
  • Program Maintenance
  • Registry Settings (PM)
  • Update Client Data
Scenario 1: Front Desk - Location field on Payment Entry Tab
Specific Setup:
  • Admit or select a test client.
  • Enable the registry setting "Activate Program/Location Filter" by setting it to "Y".
  • Use "Program Maintenance" to associate location(s) to the program the test client is admitted to.
  • Note the value of the "Default Location" field.
  • Enable the registry setting "Require Location" by setting it to "Y".
  • Using "Dictionary Update", inactivate the "Default Location" from the "Program Maintenance" form
  • Inactivate the "Default Location" from data element number 10006 (Location) of the "Client" file.
Steps
  1. Using "Scheduling Calendar", create an appointment for the test client.
  2. Choose a location that is not the "Default Location" for the program the client is admitted to.
  3. Remain in the "Scheduling Calendar".
  4. Right click on the appointment that was just created.
  5. Click "Check In".
  6. During Check In, apply a payment.
  7. Using the "Client Ledger" form, validate the payment is visible on the client's ledger.
  8. Using "Scheduling Calendar", create another appointment.
  9. Note the "Location" chosen when the appointment is filed.
  10. Using the "Dictionary Update", inactivate the "Location" from the appointment that was just created.
  11. Inactivate the "Location" from data element number 10006 (Location) of the "Client" file.
  12. Return to the "Scheduling Calendar" form.
  13. Select the appointment that was just created and from the right click menu select "Check In".
  14. Attempt to apply a payment at check in and note the error message says "An error occurred when saving the pre payment information: The location for this appointment is not active".
  15. Exit the "Scheduling Calendar".
  16. Open the "Front Desk" form.
  17. Navigate to the "Payment Entry Only" section.
  18. Apply a payment and set the "Location" to one of the ones that is available in the dropdown.
  19. Note: Only the Locations that are associated to the program the client is admitted to.
  20. Click [File Payment].
  21. Using the "Client Ledger" form, validate the payment is visible on the client's ledger.
  22. Using the "Scheduling Calendar" form, create another new appointment.
  23. This appointment should have a different location chosen than the last appointment that was entered.
  24. Using the "Dictionary Update", inactivate the "Location" from the appointment that was just created.
  25. Inactivate the "Location" from data element number 10006 (Location) of the "Client" file.
  26. Using the "Coming In Today" widget, check in the appointment that was just created.
  27. Attempt to apply a payment during check in.
  28. Validate the following error message is received "The location for this appointment is not active".
  29. Using the "Check In" process in the "Scheduling Calendar" form, attempt to apply a payment to the same appointment as was attempted in the "Coming In Today" widget.
  30. Validate the following error message is displayed "An error occurred when saving the pre payment information: The location for this appointment is not active".
  31. Click [Discard].
  32. Using the "Scheduling Calendar" form, create another new appointment.
  33. This appointment should have a different location chosen than the last appointment that was entered.
  34. Open the "Front Desk" form.
  35. Navigate to the "Check In" section.
  36. Apply a payment and set the "Location" to one of the ones that is available in the dropdown.
  37. Note: Only the Locations that are associated to the program the client is admitted to.
  38. Click [File Payment].
  39. Using the "Client Ledger" form, validate the payment is visible on the client's ledger.
  40. Using the "Scheduling Calendar" form, create another new appointment.
  41. This appointment should have a different location chosen than the last appointment that was entered.
  42. Be sure to use today's date.
  43. Check the appointment in using "Check In", but don't attempt to apply any payment.
  44. Using the "Dictionary Update", inactivate the "Location" from the appointment that was just created.
  45. Inactivate the "Location" from data element number 10006 (Location) of the "Client" file.
  46. Navigate to the "Coming In Today" widget.
  47. Attempt to apply a payment to the appointment that was just created.
  48. Validate the following message is received: "The location for this appointment is not active."
  49. Using the "Scheduling Calendar" form, create another new appointment.
  50. This appointment should have a different location chosen than the last appointment that was entered.
  51. Exit the "Scheduling Calendar" form.
  52. Open the "Front Desk" form.
  53. Using the "Check In" section, apply a payment.
  54. Using the "Client Ledger" form, validate the payment is visible on the client's ledger.
Scenario 2: Registry Setting - Require Location
Specific Setup:
  • To test this update, user must have the ability to view and change hidden registry settings.
Steps
  1. Open the "Registry Settings" form.
  2. Search for the registry setting "Require Location".
  3. This is a hidden registry setting.
  4. Set the registry setting value to "Y".
  5. Submit and close the form.
  6. Open the "Front Desk" form.
  7. Navigate to the "Payment Entry Only" section.
  8. Apply a payment to a test client's account.
  9. Validate the "Location" field is a required field by trying to not pick a location from the drop down.
  10. Select a location in the "Location" field drop down.
  11. File the payment.
  12. Open the "Client Ledger" form.
  13. Validate the payment is included on the client's ledger.
  14. Open the "Registry Settings" form.
  15. Search for the registry setting "Require Location".
  16. This is a hidden registry setting.
  17. Set the registry setting value to "N".
  18. Submit and close the form.
  19. Open the "Front Desk" form.
  20. Navigate to the "Payment Entry Only" section.
  21. Apply a payment to a test client's account.
  22. Validate the "Location" field is not a required field.
  23. Select a location in the "Location" field drop down.
  24. File the payment.
  25. Open the "Client Ledger" form.
  26. Validate the payment is included on the client's ledger.
Topics
• Front Desk • NX