Skip to main content

Avatar Appointment Scheduling 2023 Update 7

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

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

Recommended Update Level

Avatar Appointment Scheduling 2022 Update 6

Product Update Form Description

The following errors that may occur in 'Appointment Management' grid are resolved: 1) The error '[UNDEFINED]RemoveCurrentLocks+2^HOAPApptMgmtPro3' that may occur when opening the grid. 2) The error that prevents overbooking the appointment although the user has overbooking access.

Included Updates

2, 5

Required Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Appointment Management - Overbooking
Ensure the ability to overbook appointments when the 'Enable Enhanced Appointment Management Grid' registry setting is enabled.
Topics
• Appointment Management • Scheduling Calendar
 
Appointment Management - 'Enable Enhanced Appointment Management Grid' registry setting
Ensure the ability to access the 'Appointment Management' grid when the 'Enable Enhanced Appointment Management Grid' registry setting is enabled.
Topics
• Appointment Management • Scheduling Calendar
 
Acceptance Tests
AV-86401 Summary | Details
Appointment Management - Overbooking
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Appointment Management
  • Registry Settings (PM)
  • User Definition
Scenario 1: Appointment Management - Validate client overbooking when the 'Enable Enhanced Appointment Management Grid' registry setting is set to "Y"
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Two practitioners are defined with hours for scheduling (Practitioner A & Practitioner B).
  • The logged in user has client overbooking permissions in 'User Definition'.
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 "9:00 AM" in the 'Start' field.
  8. Enter "30" 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 [New Row].
  14. Enter "9:00 AM" in the 'Start' field.
  15. Enter "30" in the 'Duration' field.
  16. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  17. Enter "Practitioner B" in the 'Practitioner' field.
  18. Enter the desired value in the 'Service Code' field.
  19. Enter "Client A" in the 'Client' field.
  20. Click [Save] and validate the grid closes.
  21. Close the form.
  22. Access the 'Scheduling Calendar' form.
  23. Validate the overbooked appointments for "Client A" are displayed at the appropriate date/time.
  24. Click [Dismiss].
Scenario 2: Appointment Management - Validate staff overbooking when the 'Enable Enhanced Appointment Management Grid' registry setting is set to "Y"
Specific Setup:
  • Two clients are enrolled in existing episodes (Client A & Client B).
  • A practitioner is defined with hours for scheduling (Practitioner A).
  • The logged in user has staff overbooking permissions in 'User Definition'.
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 "9:00 AM" in the 'Start' field.
  8. Enter "30" 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 [New Row].
  14. Enter "9:00 AM" in the 'Start' field.
  15. Enter "30" in the 'Duration' field.
  16. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  17. Enter "Practitioner A" in the 'Practitioner' field.
  18. Enter the desired value in the 'Service Code' field.
  19. Enter "Client B" in the 'Client' field.
  20. Click [Save] and validate the grid closes.
  21. Close the form.
  22. Access the 'Scheduling Calendar' form.
  23. Validate the overbooked appointments for "Practitioner A" are displayed at the appropriate date/time for "Client A" and "Client B".
  24. Click [Dismiss].
Topics
• Appointment Management • Scheduling Calendar
AV-87333 Summary | Details
Appointment Management - 'Enable Enhanced Appointment Management Grid' registry setting
Scenario 1: Enhanced Appointment Management Grid - Validate scheduling/posting individual appointments
Specific Setup:
  • Must have an existing client appointment on file for the current date that attached to a finalized progress note.
  • 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 2: Enhanced Appointment Management Grid - Validate scheduling/posting group appointments
Specific Setup:
  • Must have an existing group appointment on file for the current date that is attached to a finalized progress note.
  • 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 • Scheduling Calendar