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Avatar Appointment Scheduling 2023 Update 25

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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 2023.03.02
Avatar Cal-PM 2023 Monthly Release 2023.03.02
Avatar Cal-PM 2023 Update 82
Avatar NX Update 2023.11.00
Avatar NX Update 2023.12.00
Avatar PM 2023 Monthly Release 2023.03.02
Avatar PM 2023 Update 159
RADplus 2023 Monthly Release 2023.03.02

Product Update Description

Avatar Appointment Scheduling is updated to support Patient Calendar functionality.

Required Updates

Avatar Appointment Scheduling 2023 Update 15
Avatar Appointment Scheduling 2023 Update 21
Avatar Appointment Scheduling 2023 Update 22

Included Updates

2, 3, 5, 6, 7, 8, 9, 10, 11, 12, 13, 15, 16, 17, 20, 21, 22, 23

Details
NEW3 CHANGED0 FIXED0
New (3)
Scheduling Calendar - Staff 'Practitioner Category' filter
The staff 'Practitioner Category' filter is added to the 'Scheduling Calendar' in Avatar NX. This gives users the ability to filter staff availability based on practitioner type.
Please note: Avatar NX Release 2023.11.00 and Avatar NX Release 2023.12.00 are required for full functionality.
Value Added: The ability to filter staff availability based on practitioner type in the 'Scheduling Calendar'.
Topics
• myAvatar NX Only • NX • Scheduling Calendar
 
Scheduling Calendar - Staff 'Additional Sites'
The staff 'Additional Sites' filter is added to the 'Scheduling Calendar' in Avatar NX. This gives users the ability to view a staff member’s full schedule across all sites.
Please note: Avatar NX Release 2023.11.00 and Avatar NX Release 2023.12.00 are required for full functionality.
Value Added: The ability to view a staff member's full schedule across multiple sites in the 'Scheduling Calendar'.
Topics
• Appointment Management • myAvatar NX Only • NX • Scheduling Calendar
 
Appointment Scheduling - 'Patient Calendar' functionality
Avatar Appointment Scheduling is updated to support 'Patient Calendar' functionality in Avatar NX.
Please note: Avatar NX Release 2023.11.00 and Avatar NX Release 2023.12.00 are required for full functionality.
Value Added: Support for the 'Patient Calendar' functionality.
Topics
• Front Desk • myAvatar NX Only • NX • Registry Settings • Scheduling Calendar
 
Acceptance Tests
AV-84589 Summary | Details
Scheduling Calendar - Staff 'Practitioner Category' filter
Scenario 1: Scheduling Calendar - Validate the 'Practitioner Category' filter
Specific Setup:
  • Please note: This is for Avatar NX only.
  • Multiple staff members are defined with hours for scheduling.
  • Multiple practitioner categories are defined (Psychiatrist & Social Worker will be used for testing).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Staff" in the calendar 'Filter' field.
  3. Validate the 'Practitioner' filter is displayed and contains a list of practitioner categories for coverage.
  4. Select "Psychiatrist" as the 'Practitioner' filter.
  5. Validate the 'Staff Members' list contains only staff members with "Psychiatrist" as one of their 'Practitioner Categories For Coverage' in 'Practitioner Enrollment' who have hours at the selected site.
  6. Click [Dismiss] and [OK] to close the calendar.
  7. Access the 'Scheduling Calendar' form.
  8. Validate "Psychiatrist" is still selected as the 'Practitioner' filter.
  9. Select "Social Worker" as the 'Practitioner' filter.
  10. Validate the 'Staff Members' list contains only staff members with "Social Worker" as one of their 'Practitioner Categories For Coverage' in 'Practitioner Enrollment' who have hours at the selected site.
  11. Select "No Category Selected" as the 'Practitioner' filter.
  12. Validate the 'Staff Members' list contains all staff members with hours for the selected site.
  13. Click [Dismiss] and [OK] to close the calendar.
  14. Access the 'Scheduling Calendar' form.
  15. Validate "No Category Selected" is still selected as the 'Practitioner' filter.
  16. Click [Dismiss] and [OK] to close the calendar.
Topics
• myAvatar NX Only • NX • Scheduling Calendar
AV-84590 Summary | Details
Scheduling Calendar - Staff 'Additional Sites'
Scenario 1: Scheduling Calendar - Validate 'Additional Sites' functionality
Specific Setup:
  • Please note: this is for Avatar NX only.
  • Three sites are defined with hours for scheduling in 'Site Registration' (Site A, Site B, Site C).
  • A staff member has hours for scheduling at all three sites with existing appointments scheduled (Staff Member A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Staff" in the calendar 'Filter' field.
  3. Validate the 'Additional Sites' field is displayed with a list of sites with hours for scheduling.
  4. Please note: if it is not displayed, please check off the "Addl Sites" option at the bottom left corner of the 'Scheduling Calendar' in order to include it.
  5. Select "Site A" in the 'Site' field.
  6. Select "Staff Member A" in the 'Staff Members' field.
  7. Validate hours/appointments for "Staff Member A" at "Site A" are displayed.
  8. Select "Site A" and "Site B" in the 'Additional Sites' field.
  9. Validate hours/appointments for "Staff Member A" at "Site A", "Site B", and "Site C" are displayed.
  10. Validate the appointment cards contain the site name.
  11. De-select "Site B" in the 'Additional Sites' field.
  12. Validate hours/appointments for "Staff Member A" at "Site A" and "Site C" are displayed.
  13. Click [Dismiss] and [OK] to close the calendar.
  14. Access the 'Scheduling Calendar' form.
  15. Validate the 'Site' field contains "Site A".
  16. Validate "Site C" is selected in the 'Additional Sites' field.
  17. Click [Dismiss] and [OK] to close the calendar.
Topics
• myAvatar NX Only • NX • Scheduling Calendar
AV-88017 Summary | Details
Appointment Scheduling - 'Patient Calendar' functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Service Codes
  • Group Registration
  • Front Desk
  • Scheduling Calendar - Find Existing Appointment
Scenario 1: Patient Calendar - Validate the 'Allow Client Only Services in the Scheduling Calendar' registry setting
Specific Setup:
  • Please note: this is for Avatar NX only.
  • The 'Allow Client Only Services in the Scheduling Calendar' registry setting is set to "Y".
  • A client must be enrolled in an existing episode (Client A).
  • An individual service code must be defined with "Client Only" selected for 'Service Required By' in the 'Service Codes' form (Service Code A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Allow Client Only Services in the Scheduling Calendar" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains "Allow Client Only Services in the Scheduling Calendar".
  5. Validate the 'Registry Setting Details' field contains: Use this registry setting to allow Client Only services to be selected for appointments in the Scheduling Calendar as well as via web service. Please note: this functionality is only available when using MyAvatar NX. Select 'Y' to enable this functionality and 'N' (or blank) to disable it.
  6. Validate the 'Registry Setting Value' contains "N" as the default value.
  7. Close the form.
  8. Access the 'Scheduling Calendar' form.
  9. Select "Patient" in the calendar 'Filter' field.
  10. Search for and select "Client A" in the 'Patient Search' field.
  11. Validate "Client A" now displays as selected in the 'Recent' list.
  12. Validate the 'Appointment Grid' now contains available time for "Client A".
  13. Right click in any available time slot for "Client A" and click [Add Appointment].
  14. Select "Service Code A" in the 'Service Code' field.
  15. Validate a message is displayed stating: Client only service codes cannot be used within appointment scheduling.
  16. Click [OK] and close the form.
  17. Click [Dismiss] and [OK] to close the calendar.
  18. Access the 'Registry Settings' form.
  19. Enter "Allow Client Only Services in the Scheduling Calendar" in the 'Limit Registry Settings to the Following Search Criteria' field.
  20. Click [View Registry Settings].
  21. Validate the 'Registry Setting' field contains "Allow Client Only Services in the Scheduling Calendar".
  22. Enter "Y" in the 'Registry Setting Value' field.
  23. Click [Submit] and close the form.
  24. Access the 'Scheduling Calendar' form.
  25. Validate "Client A" is still selected in the 'Recent' list.
  26. Validate the 'Appointment Grid' still contains available time for "Client A".
  27. Right click in any available time slot for "Client A" and click [Add Appointment].
  28. Select "Service Code A" in the 'Service Code' field.
  29. Validate the 'Client' field contains "Client A".
  30. Select the desired episode in the 'Episode #' field.
  31. Select the desired location in the 'Location' field.
  32. Select the desired program in the 'Program' field.
  33. Validate the 'Practitioner' and 'Co-Practitioner' fields are disabled.
  34. Click [Submit].
  35. Validate the 'Appointment Grid' contains the individual appointment for "Client A".
  36. Right click on the appointment and click [Delete].
  37. Validate a message is displayed stating: Are you sure?
  38. Click [Yes].
  39. Validate the appointment for "Client A" is no longer displayed.
  40. Click [Uncheck all].
  41. Validate "Client A" is no longer selected in the 'Recent' list.
  42. Validate the 'Appointment Grid' no longer contains available time for "Client A".
  43. Click [Dismiss] and [OK] to close the calendar.
Scenario 2: Patient Calendar - Validate functionality of the 'Patient' calendar filter
Specific Setup:
  • Please note: this is for Avatar NX only.
  • The 'Allow Client Only Services in the Scheduling Calendar' registry setting is set to "Y".
  • A client must be enrolled in an existing episode and in the logged in user's caseload (Client A).
  • A client must be enrolled in an existing episode but is not in the logged in user's caseload (Client B).
  • An individual service code must be defined with "Client Only" selected for 'Service Required By' in the 'Service Codes' form (Service Code A).
  • An individual service code must be defined with "Both" selected for 'Service Required By' in the 'Service Codes' form (Service Code B).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Validate the 'Filter' field is displayed and contains "Staff" and "Patient" options.
  3. Select "Patient" in the calendar 'Filter' field. This filter can be used to view a patient-specific calendar.
  4. Validate the 'Program' field is displayed and contains a list of defined programs.
  5. This filter will display patients available for selection by the selected program.
  6. Validate the 'Unit' field is displayed and contains a list of defined units.
  7. This filter will display patients available for selection by the selected unit.
  8. Validate the 'Patients' list is displayed and contains a list of patients in the user's caseload.
  9. Select "Client A" from the 'Patients' list.
  10. Validate the 'Recent' list is now displayed and contains "Client A".
  11. Validate the 'Appointment Grid' now contains available time for "Client A".
  12. Validate the 'Patient Search' field is displayed.
  13. Search and select "Client B" in the 'Patient Search' field.
  14. Validate the 'Recent' list now contains "Client A" and "Client B".
  15. Validate the 'Appointment Grid' now contains available time for "Client A" and "Client B".
  16. Click [Dismiss] and [OK] to close the calendar.
  17. Access the 'Scheduling Calendar' form.
  18. Validate "Patient" remains selected in the 'Filter' field.
  19. Validate "Client A" remains selected in the 'Patients' list.
  20. Validate "Client A" and "Client B" remain selected in the 'Recent' list.
  21. Validate the 'Appointment Grid' still displays available time for "Client A" and "Client B".
  22. Click [Uncheck all].
  23. Validate "Client A" and "Client B" are no longer selected.
  24. Select "Client A" in the 'Patients' list.
  25. Validate the 'Recent' list is now displayed and contains "Client A".
  26. Validate the 'Appointment Grid' now contains available time for "Client A".
  27. Right click in any available time slot for "Client A" and click [Add Appointment].
  28. Select "Service Code A" in the 'Service Code' field.
  29. Validate the 'Client' field contains "Client A".
  30. Select the desired episode in the 'Episode #' field.
  31. Select the desired location in the 'Location' field.
  32. Select the desired program in the 'Program' field.
  33. Validate the 'Practitioner' and 'Co-Practitioner' fields are disabled.
  34. Click [Submit].
  35. Validate the 'Appointment Grid' contains the client only appointment for "Client A".
  36. Validate the Appointment Card displays the following fields: Appointment Time, Client Name, Service Code, Location, Site.
  37. Right click in any available time slot for "Client A" and click [Add Appointment].
  38. Select "Service Code B" in the 'Service Code' field.
  39. Validate the 'Client' field contains "Client A".
  40. Select the desired episode in the 'Episode #' field.
  41. Select the desired location in the 'Location' field.
  42. Select the desired program in the 'Program' field.
  43. Select the desired practitioner in the 'Practitioner' field.
  44. Click [Submit].
  45. Validate the 'Appointment Grid' contains the individual appointment for "Client A".
  46. Validate the Appointment Card displays the following fields: Appointment Time, Client Name, Staff Member Name, Service Code, Location, Site.
  47. Click [Dismiss] and [OK] to close the calendar.
Scenario 3: Patient Calendar - Validate 'Program' filter
Specific Setup:
  • Please note: this is for Avatar NX only.
  • Multiple programs are defined in 'Program Maintenance' (Program A & Program B will be used for testing).
  • Multiple clients are admitted into "Program A" and "Program B".
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Patient" in the calendar 'Filter' field.
  3. Validate the 'Program' filter is displayed and contains a list of programs defined in 'Program Maintenance'.
  4. Select "Program A" as the 'Program' filter.
  5. Validate the 'Patients' list contains only patients admitted into "Program A".
  6. Select "No Program Selected" as the 'Program' filter.
  7. Validate the 'Patients' list contains a list of all patients in the user's caseload.
  8. Select "Program B" as the 'Program' filter.
  9. Validate the 'Patients' list contains only patients admitted into "Program B".
  10. Select the desired patient(s) from the 'Patients' list.
  11. Validate the selected patient(s) now display in the 'Recent' list.
  12. Validate the calendar grid now displays time for the selected patient(s).
  13. Click [Dismiss] and [OK] to close the calendar.
  14. Access the 'Scheduling Calendar' form.
  15. Validate "Program B" is still selected as the 'Program' filter.
  16. Validate the previously selected patient(s) are still selected in the 'Patients' and 'Recent' lists.
  17. De-select the previously selected patient(s) from the 'Recent' list.
  18. Validate the patient(s) are no longer selected in the 'Patients' list.
  19. Select "No Program Selected" as the 'Program' filter.
  20. Validate the 'Patients' list contains only patients in the user's caseload.
  21. Click [Dismiss] and [OK] to close the calendar.
Scenario 4: Patient Calendar - Validate 'Unit' filter
Specific Setup:
  • Please note: this is for Avatar NX only.
  • Multiple units are defined for inpatient admissions (Unit A & Unit B will be used for testing).
  • Multiple clients are admitted into "Unit A" and "Unit B".
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Patient" in the calendar 'Filter' field.
  3. Validate the 'Unit' filter is displayed and contains a list of defined units.
  4. Select "Unit A" as the 'Unit' filter.
  5. Validate the 'Patients' list contains only patients admitted into "Unit A".
  6. Select "No Unit Selected" as the 'Unit' filter.
  7. Validate the 'Patients' list contains a list of all patients in the user's caseload.
  8. Select "Unit B" as the 'Unit' filter.
  9. Validate the 'Patients' list contains only patients admitted into "Unit B".
  10. Select the desired patient(s) from the 'Patients' list.
  11. Validate the selected patient(s) now display in the 'Recent' list.
  12. Validate the calendar grid now displays time for the selected patient(s).
  13. Click [Dismiss] and [OK] to close the calendar.
  14. Access the 'Scheduling Calendar' form.
  15. Validate "Unit B" is still selected as the 'Unit' filter.
  16. Validate the previously selected patient(s) are still selected in the 'Patients' and 'Recent' lists.
  17. De-select the previously selected patient(s) from the 'Recent' list.
  18. Validate the patient(s) are no longer selected in the 'Patients' list.
  19. Select "No Unit Selected" as the 'Unit' filter.
  20. Validate the 'Patients' list contains only patients in the user's caseload.
  21. Click [Dismiss] and [OK] to close the calendar.
Scenario 5: Patient Calendar - Add an individual appointment using a "Client Only" service code
Specific Setup:
  • Please note: this is for Avatar NX only.
  • The 'Allow Client Only Services in the Scheduling Calendar' registry setting is set to "Y".
  • A client must be enrolled in an existing episode (Client A).
  • An individual service code must be defined with "Client Only" selected for 'Service Required By' in the 'Service Codes' form (Service Code A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Patient" in the calendar 'Filter' field.
  3. Search for and select "Client A" in the 'Patient Search' field.
  4. Validate "Client A" now displays as selected in the 'Recent' list.
  5. Validate the 'Appointment Grid' now contains available time for "Client A".
  6. Right click in any available time slot for "Client A" and click [Add Appointment].
  7. Select "Service Code A" in the 'Service Code' field.
  8. Validate the 'Client' field contains "Client A".
  9. Select the desired episode in the 'Episode #' field.
  10. Select the desired location in the 'Location' field.
  11. Select the desired program in the 'Program' field.
  12. Validate the 'Practitioner' and 'Co-Practitioner' fields are disabled.
  13. Click [Submit].
  14. Validate the 'Appointment Grid' contains the individual appointment for "Client A".
  15. Right click on the appointment and click [Check In].
  16. Validate the 'Scheduling Calendar - Check In' form is displayed and contains the appointment data.
  17. Click [Submit].
  18. Validate the 'Appointment Grid' contains the checked in appointment for "Client A".
  19. Right click on the appointment and click [Check Out].
  20. Validate the 'Scheduling Calendar - Check Out' form is displayed and contains the appointment data.
  21. Click [Submit].
  22. Validate the 'Appointment Grid' contains the checked out appointment for "Client A".
  23. Click [Dismiss] and [OK] to close the calendar.
Scenario 6: Patient Calendar - Add a group appointment using a "Client Only" service code
Specific Setup:
  • Please note: this is for Avatar NX only.
  • The 'Allow Client Only Services in the Scheduling Calendar' registry setting is set to "Y".
  • A group (Group A) must be defined with two or more clients (Client A & Client B).
  • A group service code must be defined with "Client Only" selected for 'Service Required By' in the 'Service Codes' form (Service Code A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Patient" in the calendar 'Filter' field.
  3. Search for and select "Client A" in the 'Patient Search' field.
  4. Validate "Client A" now displays as selected in the 'Recent' list.
  5. Validate the 'Appointment Grid' now contains available time for "Client A".
  6. Search for and select "Client B" in the 'Patient Search' field.
  7. Validate "Client B" now displays as selected in the 'Recent' list.
  8. Validate the 'Appointment Grid' now contains available time for "Client B".
  9. Right click in any available time slot and click [Add Appointment].
  10. Select "Service Code A" in the 'Service Code' field.
  11. Validate the 'Client' field is disabled.
  12. Validate the 'Practitioner' and 'Co-Practitioner' fields are disabled.
  13. Select "Group A" in the 'Group #' field.
  14. Select the desired value in the 'Program' field.
  15. Select the desired value in the 'Location' field.
  16. Click [Submit].
  17. Validate the 'Appointment Grid' contains the group appointment for "Client A" and "Client B".
  18. Right click on one of the group appointments and click [Check In].
  19. Select "All Group Members" in the 'Group Member Selection' dialog.
  20. Validate the 'Scheduling Calendar - Check In' form is displayed for "Client A" and contains the appointment data.
  21. Click [Submit].
  22. Validate the 'Scheduling Calendar - Check In' form is displayed for "Client B" and contains the appointment data.
  23. Click [Submit].
  24. Right click on one of the group appointments and click [Check Out].
  25. Select "All Group Members" in the 'Group Member Selection' dialog.
  26. Validate the 'Scheduling Calendar - Check Out' form is displayed for "Client A" and contains the appointment data.
  27. Click [Submit].
  28. Validate the 'Scheduling Calendar - Check Out' form is displayed for "Client B" and contains the appointment data.
  29. Click [Submit].
  30. Validate the 'Appointment Grid' contains the checked out group appointment for "Client A" and "Client B".
  31. Click [Dismiss] and [OK] to close the calendar.
Scenario 7: Front Desk - Check In and Check Out "Client Only" appointments
Specific Setup:
  • Please note: this is for Avatar NX only.
  • The 'Allow Client Only Services in the Scheduling Calendar' registry setting is set to "Y".
  • A client must be enrolled in an existing episode (Client A).
  • An individual service code must be defined with "Client Only" selected for 'Service Required By' in the 'Service Codes' form (Service Code A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Patient" in the calendar 'Filter' field.
  3. Search for and select "Client A" in the 'Patient Search' field.
  4. Validate "Client A" now displays as selected in the 'Recent' list.
  5. Validate the 'Appointment Grid' now contains available time for "Client A".
  6. Right click in any available time slot for "Client A" and click [Add Appointment].
  7. Select "Service Code A" in the 'Service Code' field.
  8. Validate the 'Client' field contains "Client A".
  9. Select the desired episode in the 'Episode #' field.
  10. Select the desired location in the 'Location' field.
  11. Select the desired program in the 'Program' field.
  12. Validate the 'Practitioner' and 'Co-Practitioner' fields are disabled.
  13. Click [Submit].
  14. Validate the 'Appointment Grid' contains the appointment for "Client A".
  15. Click [Dismiss] and [OK] to close the calendar.
  16. Access the 'Front Desk' form.
  17. Enter the current date in the 'Date' field.
  18. Select the site used for scheduling in the 'Site' field.
  19. Select "Client A" in the 'Client Checking In' field.
  20. Click [File Check In].
  21. Close the form.
  22. Access the 'Scheduling Calendar' form.
  23. Validate the appointment displays as checked in for "Client A".
  24. Click [Dismiss] and [OK] to close the calendar.
  25. Access the 'Front Desk' form.
  26. Enter the current date in the 'Date' field.
  27. Select the site used for scheduling in the 'Site' field.
  28. Select the "Check Out" section.
  29. Select "Client A" in the 'Client Checking Out' field.
  30. Click [File Check Out].
  31. Close the form.
  32. Access the 'Scheduling Calendar' form.
  33. Validate the appointment displays as checked out for "Client A".
  34. Click [Dismiss] and [OK] to close the calendar.
Scenario 8: Patient Calendar - Find Existing Appointment - Search by Client
Specific Setup:
  • A client must have an existing appointment scheduled (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Patient" in the calendar 'Filter' field.
  3. Click [Find Existing Appointments].
  4. Verify the 'Scheduling Calendar - Find Existing Appointment' window is displayed.
  5. Enter the current date in the 'Search Start Date' field.
  6. Select "Client A" in the 'Client' field.
  7. Click [Find Appointment].
  8. Verify the 'Find Existing Appointment' window is displayed.
  9. Select any existing appointment in the 'Find Existing Appointment' table.
  10. Click [OK].
  11. Validate the 'Recent' list now contains "Client A".
  12. Validate the 'Appointment Grid' is displayed and the existing appointment selected in the previous steps for "Client A" is highlighted.
  13. Click [Dismiss].
Scenario 9: Patient Calendar - Find Existing Appointment - Search by Practitioner
Specific Setup:
  • A practitioner must have existing appointments scheduled (Practitioner A).
  • A client must have an existing appointment scheduled with "Practitioner A".
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Patient" in the calendar 'Filter' field.
  3. Click [Find Existing Appointments].
  4. Verify the 'Scheduling Calendar - Find Existing Appointment' window is displayed.
  5. Enter "Practitioner A" in the 'Practitioner' field.
  6. Enter the current date in the 'Search Start Date' and 'Search End Date' fields.
  7. Click [Find Appointment].
  8. Verify the 'Find Existing Appointment' table is displayed with appointments for the current date for "Practitioner A".
  9. Select the existing appointment for "Client A" in the 'Find Existing Appointment' table.
  10. Click [OK].
  11. Validate the 'Recent' list now contains "Client A".
  12. Validate the 'Appointment Grid' is displayed and the existing appointment selected in the previous steps for "Client A" with "Practitioner A" is highlighted.
  13. Click [Dismiss].
Scenario 10: Patient Calendar - Find Existing Appointment - Search by Group
Specific Setup:
  • A group must be defined with an existing appointment scheduled (Group A).
Steps
  1. Access the 'Scheduling Calendar'.
  2. Select "Patient" in the calendar 'Filter' field.
  3. Click [Find Existing Appointments].
  4. Verify the 'Scheduling Calendar - Find Existing Appointment' window is displayed.
  5. Enter the current date in the 'Search Start Date' field.
  6. Select "Group A" in the 'Client' field.
  7. Click [Find Appointment].
  8. Verify the 'Find Existing Appointment' window is displayed.
  9. Select any existing appointment in the 'Find Existing Appointment' table.
  10. Click [OK].
  11. Validate the 'Scheduling Calendar - Appointment Details' form is displayed with the appointment details for the existing appointment for "Group A".
  12. Click [Discard] and [Dismiss].
Topics
• Front Desk • myAvatar NX Only • NX • Registry Settings • Scheduling Calendar