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Avatar Appointment Scheduling 2024 Update 13

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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 'Coming in Today' widget refresh process is updated for improved performance.

Required Updates

None

Included Updates

7

Details
NEW1 CHANGED0 FIXED0
New (1)
'Coming in Today' widget
The 'Coming in Today' widget refresh process is updated for improved performance.
Value Added: Improved performance in the 'Coming In Today' widget.
Topics
• 'Coming In Today' widget • Scheduling Calendar • Sub-System Code • Widgets
 
Acceptance Tests
AV-97834 Summary | Details
'Coming in Today' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • System Code Definition
Scenario 1: 'Coming in Today' widget - workflow
Specific Setup:
  • The 'Coming in Today' widget must be visible on the HomeView.
  • A client must be enrolled with an existing episode (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available time slot and click [Add Appointment].
  3. Enter the desired value in the 'Service Code' field.
  4. Enter "Client A" in the 'Client' field.
  5. Select the desired episode in the 'Episode Number' field.
  6. Select the desired value in the 'Program' field.
  7. Click [Submit].
  8. Validate the 'Appointment Grid' contains the appointment created in the previous steps.
  9. Click [Dismiss].
  10. Access the 'Coming In Today' widget.
  11. Validate the appointment for "Client A" is displayed.
  12. Click [Not Present].
  13. Validate a message is displayed stating: Change status to "Checked In"? This action cannot be undone.
  14. Click [Yes].
  15. Access the 'Scheduling Calendar' form.
  16. Validate the appointment for "Client A" has been checked in.
  17. Click [Dismiss].
  18. Access the 'Coming In Today' widget.
  19. Click [Currently Checked In].
  20. Validate a message is displayed stating: Change status to "Currently in Treatment"? This action cannot be undone.
  21. Click [Yes].
  22. Click [Currently in Treatment].
  23. Validate a message is displayed stating: Change status to "Checked Out"? This action cannot be undone.
  24. Click [Yes].
  25. Validate the 'Checked Out' button is disabled.
  26. Access the 'Scheduling Calendar' form.
  27. Validate the appointment for "Client A" has been checked out.
  28. Click [Dismiss].
Scenario 2: 'Coming In Today' widget - Sub-system code validations
Specific Setup:
  • Two outpatient programs are defined (Program A & Program B).
  • A sub-system code (SubCodeA) must be defined in 'System Code Definition' with "Program A" selected.
  • Two clients must be defined (Client A & Client B):
  • "Client A" is admitted into "Program A".
  • "Client B" is admitted into "Program B".
  • The 'Coming in Today' widget must be added to the home view.
  • Must be logged into the main root system code.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in the 'Appointment Grid' field.
  3. Click [Add Appointment].
  4. Select the desired value in the 'Service Code' field.
  5. Select "Client A" in the 'Client' field.
  6. Select an episode in the 'Episode Number' field.
  7. Select "Program A" in the 'Program' field.
  8. Click [Submit].
  9. Validate the appointment for "Client A" is displayed.
  10. Right click in the 'Appointment Grid' field.
  11. Click [Add Appointment].
  12. Select the desired value in the 'Service Code' field.
  13. Select "Client B" in the 'Client' field.
  14. Select an episode in the 'Episode Number' field.
  15. Select "Program B" in the 'Program' field.
  16. Click [Submit].
  17. Validate the appointment for "Client B" is displayed.
  18. Click [Dismiss] and [OK].
  19. Access the 'Coming in Today' widget.
  20. Validate the 'Coming in Today' widget contains both "Client A" and "Client B" appointment.
  21. Log out.
  22. Log in using "SubCodeA".
  23. Access the 'Coming in Today' widget.
  24. Validate the 'Coming in Today' widget contains "Client A's" appointment only.
  25. Click [Currently Checked In].
  26. Validate a message is displayed stating: Change status to "Currently in Treatment"? This action cannot be undone.
  27. Click [Yes].
  28. Access the 'Scheduling Calendar' form.
  29. Validate the appointment for "Client A" has been checked in.
  30. Click [Dismiss].
  31. Access the 'Coming In Today' widget.
  32. Click [Currently Checked In].
  33. Validate a message is displayed stating: Change status to "Currently in Treatment"? This action cannot be undone.
  34. Click [Yes].
  35. Click [Currently in Treatment].
  36. Validate a message is displayed stating: Change status to "Checked Out"? This action cannot be undone.
  37. Click [Yes].
  38. Validate the 'Checked Out' button is disabled.
  39. Access the 'Scheduling Calendar' form.
  40. Validate the appointment for "Client A" has been checked out.
  41. Click [Dismiss].
Topics
• 'Coming In Today' widget • Sub-System Code • Widgets