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Avatar Appointment Scheduling 2024 Update 11

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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 2024 Monthly Release 2024.01.00
Avatar Cal-PM 2024 Monthly Release 2024.01.00
Avatar PM 2024 Monthly Release 2024.01.00
RADplus 2024 Monthly Release 2024.01.00

Product Update Description

The 'SYSTEM.AppointmentPerson' SQL table is enhanced for individual reporting. Access to the SQL table will need to be added through the 'User Definition' form for full functionality.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Appointment Scheduling - The 'SYSTEM.AppointmentPerson' SQL table
The 'SYSTEM.AppointmentPerson' SQL table is enhanced for individual reporting.
Value Added: Enhancing reporting capabilities for the 'SYSTEM.AppointmentPerson' SQL table.
Topics
• Add New Appointment • Check Out • Check-In • Post Appointment • Progress Notes • Query/Reporting • Scheduling Calendar
 
Acceptance Tests
AV-97635 Summary | Details
Appointment Scheduling - The 'SYSTEM.AppointmentPerson' SQL table
Scenario 1: Validate the 'SYSTEM.AppointmentPerson' SQL table
Specific Setup:
  • A client must have an active episode (Client A).
Steps
  1. Access the 'User Definition' form.
  2. Select the logged in user in the 'Select User' field.
  3. Select the "Forms and Tables" section.
  4. Click [Select Tables for Product SQL Access].
  5. Validate the 'SYSTEM.AppointmentPerson' is available for selection under Avatar PM and select it.
  6. Click [OK] and submit the form.
  7. Access the 'Scheduling Calendar' form.
  8. Right click and click [Add Appointment].
  9. Select the desired value in the 'Service Code' field.
  10. Select "Client A" in the 'Client' field.
  11. Select the desired episode in the 'Select Episode' field.
  12. Populate all other required and desired fields.
  13. Click [Submit].
  14. Validate the newly added appointment is displayed.
  15. Access Crystal Reports or other SQL Reporting Tool.
  16. Create a report using the 'SYSTEM.AppointmentPerson' SQL table.
  17. Validate there is a row for the appointment added for "Client A".
  18. Navigate back to the 'Scheduling Calendar' form.
  19. Right click on the appointment for "Client A" and click [Check In].
  20. Check in the appointment.
  21. Access Crystal Reports or other SQL Reporting Tool.
  22. Refresh the report using the 'SYSTEM.AppointmentPerson' SQL table.
  23. Validate the 'disposition_value' for "Client A" contains "Checked In".
  24. Navigate back to the 'Scheduling Calendar' form.
  25. Right click on the appointment for "Client A" and click [Check Out].
  26. Check out the appointment.
  27. Click [Dismiss] and [OK].
  28. Access Crystal Reports or other SQL Reporting Tool.
  29. Refresh the report using the 'SYSTEM.AppointmentPerson' SQL table.
  30. Validate the 'disposition_value' for "Client A" contains "Posted".
  31. Close the report.
Topics
• Check Out • Check-In • Query/Reporting • Scheduling Calendar
Table Changes
Table Column Change
SYSTEM.AppointmentPerson Added SQLTableName for client facing reporting