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Avatar Appointment Scheduling 2023 Update 22

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Product Requirements and Recommendations

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

Recommended Update Level

Avatar Appointment Scheduling 2023 Monthly Release 2023.02.01
Avatar Cal-PM 2023 Monthly Release 2023.02.01
Avatar PM 2023 Monthly Release 2023.02.01
Avatar PM 2023 Update 98
RADplus 2023 Monthly Release 2023.02.01

Product Update Description

The following changes are made: 1) Avatar Appointment Scheduling is enhanced to support the new setting 'Always Allow Overbooking' in the 'Service Codes' form. 2) The 'Scheduling Calendar' is modified to display a warning message when the appointment is in the past. 3) The field 'Appointment Date(s)And Time(s)' in the 'Appointment Details' form is modified to display the day name.

Required Updates

None

Included Updates

2, 3, 5, 6, 7, 8, 9, 10, 11, 15, 16, 17

Details
NEW3 CHANGED0 FIXED0
New (3)
Scheduling Calendar - 'Appointment Details' form
The 'Appointment Date(s) And Time(s)' field in the 'Appointment Details' form is updated to display the day name.
Value Added: The day name will now display in the 'Appointment Date(s) And Time(s)' field when adding/editing appointments
Topics
• NX • Scheduling Calendar
 
Scheduling Calendar - Past Appointments
The 'Scheduling Calendar' form is updated to display a warning message when scheduling an appointment in the past.
Value Added: Users will now be warned when scheduling appointments with a past date or time.
Topics
• NX • Scheduling Calendar
 
Scheduling Calendar form
Ensure the user can create a new client appointment over top of the staff-only block, it should not be permitted to create a second appointment that overbooks the first client appointment.
Value Added: Support for Waiting Room functionalities
Topics
• Add New Appointment • Appointment Management • NX • Post Staff Activity Log • Scheduling Calendar • Service Codes • Web Services
 
Acceptance Tests
AV-88190 Summary | Details
Scheduling Calendar - 'Appointment Details' form
Scenario 1: Scheduling Calendar - Add Individual/Group/Staff Recurring Appointments
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A group must be defined with two or more clients (Group A).
  • A staff-only service code must be defined (STAFF).
  • A practitioner must be defined with hours for scheduling (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Client A" in the 'Client' field.
  4. Select the desired individual service code in the 'Service Code' field.
  5. Select "Weekly" in the 'Recurrence Schedule' field.
  6. Select "No End" in the 'Recurrence Pattern' field.
  7. Validate the 'Appointment Date(s) And Time(s)' field contains the recurring appointments date, time, and day of the week. (Ex. (#001)Appointment Date: 08/14/2023 (Monday) 11:00 AM - 11:30 AM).
  8. Click [Submit].
  9. Validate the 'Appointment Grid' contains the individual appointment for "Client A".
  10. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  11. Enter the desired group service code in the 'Service Code' field.
  12. Select "Group A" in the 'Group #' field.
  13. Select the desired location in the 'Location' field.
  14. Select the desired program in the 'Program' field.
  15. Select "Weekly" in the 'Recurrence Schedule' field.
  16. Select "No End" in the 'Recurrence Pattern' field.
  17. Validate the 'Appointment Date(s) And Time(s)' field contains the recurring appointments date, time, and day of the week. (Ex. (#001)Appointment Date: 08/14/2023 (Monday) 11:30 AM - 12:00 PM).
  18. Click [Submit].
  19. Validate the 'Appointment Grid' contains the individual appointment for "Client A" & the group appointment for "Group A".
  20. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  21. Enter "STAFF" in the 'Service Code' field.
  22. Select the desired location in the 'Location' field.
  23. Select the desired program in the 'Program' field.
  24. Select "Weekly" in the 'Recurrence Schedule' field.
  25. Select "No End" in the 'Recurrence Pattern' field.
  26. Validate the 'Appointment Date(s) And Time(s)' field contains the recurring appointments date, time, and day of the week. (Ex. (#001)Appointment Date: 08/14/2023 (Monday) 12:00 PM - 12:30 PM).
  27. Click [Submit].
  28. Validate the 'Appointment Grid' contains the individual appointment for "Client A", the group appointment for "Group A", and the staff-only appointment for "Practitioner A".
  29. Select the "Month" view.
  30. Validate the weekly recurring appointments for "Client A", "Group A", and "Practitioner A" are displayed each week.
  31. Click [Dismiss].
Topics
• Scheduling Calendar
AV-88191 Summary | Details
Scheduling Calendar - Past Appointments
Scenario 1: Scheduling Calendar - Validate scheduling past appointments
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A practitioner is defined with hours for scheduling (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select a date in the past.
  3. Right click in the 'Appointment Grid' for "Practitioner A" and click [Add Appointment].
  4. Validate a message is displayed stating: Appointment Date is in the past. Would you like to continue?
  5. Click [No].
  6. Validate a message is displayed stating: Cancelled.
  7. Click [OK].
  8. Validate the 'Scheduling Calendar' is displayed.
  9. Right click in the 'Appointment Grid' for "Practitioner A" and click [Add Appointment].
  10. Validate a message is displayed stating: Appointment Date is in the past. Would you like to continue?
  11. Click [Yes].
  12. Validate the 'Scheduling Calendar - Appointment Details' form is displayed.
  13. Select the desired service code in the 'Service Code' field.
  14. Select "Client A" in the 'Client' field.
  15. Select the desired episode in the 'Episode Number' field.
  16. Populate any other required and desired fields.
  17. Click [Submit].
  18. Validate the newly added appointment is displayed for the past date.
  19. Right click on the appointment created in the previous steps.
  20. Click [Details/Edit].
  21. Validate a message is displayed stating: Appointment Date is in the past. Would you like to continue?
  22. Click [No].
  23. Validate a message is displayed stating: Cancelled.
  24. Click [OK].
  25. Validate the 'Scheduling Calendar' is displayed.
  26. Right click on the appointment created in the previous steps.
  27. Click [Details/Edit].
  28. Validate a message is displayed stating: Appointment Date is in the past. Would you like to continue?
  29. Click [Yes].
  30. Validate the 'Scheduling Calendar - Appointment Details' form is displayed.
  31. Validate all previously filed appointment data is displayed.
  32. Close the form.
  33. Validate the 'Scheduling Calendar' is displayed.
  34. Navigate to the current date.
  35. Select a time that has passed for the current date.
  36. Right click in the 'Appointment Grid' for "Practitioner A" and click [Add Appointment].
  37. Validate a message is displayed stating: Appointment Start or End Time for the appointment today is in the past. Would you like to continue?
  38. Click [No].
  39. Validate a message is displayed stating: Cancelled.
  40. Click [OK].
  41. Validate the 'Scheduling Calendar' is displayed.
  42. Select a time that has passed for the current date.
  43. Right click in the 'Appointment Grid' for "Practitioner A" and click [Add Appointment].
  44. Validate a message is displayed stating: Appointment Start or End Time for the appointment today is in the past. Would you like to continue?
  45. Click [Yes].
  46. Validate the 'Scheduling Calendar - Appointment Details' form is displayed.
  47. Select the desired service code in the 'Service Code' field.
  48. Select "Client A" in the 'Client' field.
  49. Select the desired episode in the 'Episode Number' field.
  50. Populate any other required and desired fields.
  51. Click [Submit].
  52. Validate the newly added appointment is displayed for the past time.
  53. Right click on the appointment created in the previous steps.
  54. Click [Details/Edit].
  55. Validate a message is displayed stating: Appointment Start or End Time for the appointment today is in the past. Would you like to continue?
  56. Click [No].
  57. Validate a message is displayed stating: Cancelled.
  58. Click [OK].
  59. Validate the 'Scheduling Calendar' is displayed.
  60. Right click on the appointment created in the previous steps.
  61. Click [Details/Edit].
  62. Validate a message is displayed stating: Appointment Start or End Time for the appointment today is in the past. Would you like to continue?
  63. Click [Yes].
  64. Validate the 'Scheduling Calendar - Appointment Details' form is displayed.
  65. Validate all previously filed appointment data is displayed.
  66. Close the form and click [Dismiss].
Topics
• Scheduling Calendar
AV-89880 Summary | Details
Scheduling Calendar form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Codes
  • User Definition
Scenario 1: Scheduling Calendar - Validate scheduling with a service code that has "Yes" selected for 'Always Allow Overbooking'
Specific Setup:
  • The logged in user does not have overbooking permissions in 'User Definition'.
  • A client is enrolled in an existing episode (Client A).
  • A practitioner is defined with hours for scheduling (Practitioner A).
  • A service code is defined with the following (Service Code A):
  • "Provider" selected in the 'Service Required By' field
  • "Yes" selected in the 'Always Allow Overbooking' field
  • A service code is defined with the following (Service Code B):
  • "Both" selected in the 'Service Required By' field
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot for "Practitioner A" and click [Add Appointment].
  3. Select "Service Code A" in the 'Service Code' field.
  4. Populate all other required and desired fields.
  5. Click [Submit].
  6. Validate the new staff only appointment is displayed.
  7. Right click in the same time slot for "Practitioner A" and click [Add Appointment].
  8. Select "Service Code B" in the 'Service Code' field.
  9. Select "Client A" in the 'Client' field.
  10. Populate all other required and desired fields.
  11. Click [Submit].
  12. Validate the new client appointment displays and is overbooked with the staff appointment.
  13. Right click in the same time slot for "Practitioner A" and click [Add Appointment].
  14. Validate a message is displayed stating: "Practitioner A" has another appointment (No overbooking).
  15. Note: when a "Provider" service code has "Yes" selected for 'Always Allow Overbooking', the staff appointment can only be overbooked once if the user does not have overbooking permissions in 'User Definition'.
  16. Click [OK].
  17. Validate a message is displayed stating: No appointments will be scheduled.
  18. Click [OK].
  19. Validate a message is displayed stating: Not all appointments are scheduled, would you like to continue searching for available time?
  20. Click [No] and [Dismiss].
Topics
• Add New Appointment • NX • Scheduling Calendar • Service Codes • Web Services