Avatar Appointment Scheduling 2023 Update 30

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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 2023.04.00
Avatar Cal-PM 2023 Monthly Release 2023.04.00
Avatar PM 2023 Monthly Release 2023.04.00
RADplus 2023 Monthly Release 2023.04.00

Product Update Description

The following issues are resolved: 1) The 'Scheduling Calendar' is updated for increased performance when launching the 'Add New Appointment' form. 2) An issue in the 'Scheduling Calendar' that allows appointments to be copied to a site in which the selected 'Program' is not valid.

Required Updates

None

Included Updates

2, 3, 5, 6, 7, 8, 9, 10, 11, 12, 13, 15, 16, 17, 20, 21, 22, 23, 25, 28, 29

Details

NEW0 CHANGED0 FIXED2

Fixed (2)

AV-89892 Details \| User Acceptance Tests Scheduling Calendar - Copy/Paste Ensure the copy and pasting of appointments functions as expected. KB0075644 v0.01	Topics • NX • Scheduling Calendar

AV-89930 Details \| User Acceptance Tests Scheduling Calendar - Performance Ensure appointments are scheduled in a timely manner.	Topics • NX • Scheduling Calendar

Acceptance Tests

AV-89892 Summary | Details

Scheduling Calendar - Copy/Paste

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Performing Provider Association - Error

Scenario 1: Avatar - Scheduling Calendar - Copy/Paste Appointment to Different Sites

Specific Setup:

A client must be enrolled in an existing episode (Client A).
3 sites must be defined (Site A), (Site B) & (Site C).
'Site A' and 'Site B' must have different programs selected.
'Site C' must have all programs selected.
3 staff members must be defined (Staff A), (Staff B) & (Staff C).
'Staff A' must be associated to 'Site A', 'Staff B' must be associated to 'Site B'.
'Staff C' must be associated to 'Site A', 'Site B' and 'Site C'.
'Scheduling Calendar' must be accessible and configured with all the 'Site' and 'Staff'.

Steps

Access the 'Scheduling Calendar' form.
Select "Site A" from the 'Site' field.
Select "Staff A" and "Staff C" from the 'Staff Member' field.
Select any desired time under the "Staff C" on the 'Appointment Grid'.
Right click [Add Appointment].
Search and select "Client A" in the 'Client Search' field.
Select any desired episode from the 'Episode' field.
Populate all the mandatory fields.
Click [Submit].
Validate the appointment is displayed as expected under "Staff C".
Select the newly created appointment.
Right Click [Copy].
Select "Site B" from the 'Site' field.
Select "Staff B" and "Staff C" from the 'Staff Member' field.
Select any desired time under the "Staff C" on the 'Appointment Grid'.
Right click [Paste].
Validate Error dialog is displayed stating: 'Program is not associated to selected site within 'Site Registration''.
Click [OK] and validate no Appointment is pasted under "Staff C" column.
Select any desired time under the "Staff B" on the 'Appointment Grid'.
Right click [Paste].
Validate Error dialog is displayed stating: The Program 'Program Name' is not valid for the practitioner "Staff B"'.
Click [OK] and validate no Appointment is pasted under "Staff B" column.
Select "Site C" from the 'Site' field.
Select "Staff C" from the 'Staff Member' field.
Select any desired time under the "Staff C" on the 'Appointment Grid'.
Right click [Paste].
Validate the appointment is pasted as expected on the 'Appointment Grid' under "Staff C"
Click [Dismiss].

Topics

• Scheduling Calendar

AV-89930 Summary | Details

Scheduling Calendar - Performance

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Performing Provider Association - Error

Scenario 1: Avatar - Scheduling Calendar - Copy/Paste Appointment to Different Sites

Specific Setup:

A client must be enrolled in an existing episode (Client A).
3 sites must be defined (Site A), (Site B) & (Site C).
'Site A' and 'Site B' must have different programs selected.
'Site C' must have all programs selected.
3 staff members must be defined (Staff A), (Staff B) & (Staff C).
'Staff A' must be associated to 'Site A', 'Staff B' must be associated to 'Site B'.
'Staff C' must be associated to 'Site A', 'Site B' and 'Site C'.
'Scheduling Calendar' must be accessible and configured with all the 'Site' and 'Staff'.

Steps

Access the 'Scheduling Calendar' form.
Select "Site A" from the 'Site' field.
Select "Staff A" and "Staff C" from the 'Staff Member' field.
Select any desired time under the "Staff C" on the 'Appointment Grid'.
Right click [Add Appointment].
Search and select "Client A" in the 'Client Search' field.
Select any desired episode from the 'Episode' field.
Populate all the mandatory fields.
Click [Submit].
Validate the appointment is displayed as expected under "Staff C".
Select the newly created appointment.
Right Click [Copy].
Select "Site B" from the 'Site' field.
Select "Staff B" and "Staff C" from the 'Staff Member' field.
Select any desired time under the "Staff C" on the 'Appointment Grid'.
Right click [Paste].
Validate Error dialog is displayed stating: 'Program is not associated to selected site within 'Site Registration''.
Click [OK] and validate no Appointment is pasted under "Staff C" column.
Select any desired time under the "Staff B" on the 'Appointment Grid'.
Right click [Paste].
Validate Error dialog is displayed stating: The Program 'Program Name' is not valid for the practitioner "Staff B"'.
Click [OK] and validate no Appointment is pasted under "Staff B" column.
Select "Site C" from the 'Site' field.
Select "Staff C" from the 'Staff Member' field.
Select any desired time under the "Staff C" on the 'Appointment Grid'.
Right click [Paste].
Validate the appointment is pasted as expected on the 'Appointment Grid' under "Staff C"
Click [Dismiss].

Scenario 2: 'Admission (Outpatient)' form - Field Validation

Specific Setup:

A client is enrolled in an existing outpatient episode (Client A).

Steps

Select "Client A" and access the 'Admission (Outpatient)' form.
Select an existing episode and click [Edit].
Select the "Demographics" section.
Validate the 'Consent On File For Use of Integrated eSignature' field is present with values of "Yes" and "No".
Select "Yes" in the 'Consent On File For Use of Integrated eSignature' field.
Click [Submit].
Select "Client A" and access the 'Admission (Outpatient)' form.
Select an existing episode and click [Edit].
Select the "Demographics" section.
Validate "Yes" is selected in the 'Consent On File For Use of Integrated eSignature' field.
Close the form.
Access Crystal Reports or other SQL reporting tool.
Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
Navigate to the row for "Client A".
Validate the 'esig_consent_on_file_code' field is present and contains "Y".
Validate the 'esig_consent_on_file_value' field is present and contains "Yes".
Close the report.
Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
Navigate to the row for "Client A".
Validate the 'esig_consent_on_file_code' field is present and contains "Y".
Validate the 'esig_consent_on_file_value' field is present and contains "Yes".
Close the report.

Topics

• NX • Scheduling Calendar