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Avatar Appointment Scheduling 2024 Update 14

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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 2024.01.02
Avatar Cal-PM 2024 Monthly Release 2024.01.02
Avatar CareFabric 2024 Update 37
Avatar NX Update 2024.07.00
Avatar PM 2024 Monthly Release 2024.01.02
RADplus 2024 Monthly Release 2024.01.02
RADplus Client Update 3542-004

Product Update Description

Avatar Appointment Scheduling is enhanced to support 'Time Zone' for appointments.

Required Updates

None

Included Updates

3, 4, 8, 9, 11

Details
NEW1 CHANGED0 FIXED0
New (1)
Appointment Scheduling - Time Zones
Avatar Appointment Scheduling is enhanced to support 'Time Zone' for appointments.
Please note: Avatar CareFabric 2024 Update 37 and either Avatar NX Release 2024.07.00 or RADplus Client Update 3542-004 are required for full functionality.
Value Added: Support for appointment time zones.
Topics
• Scheduling Calendar
 
Acceptance Tests
AV-96835 Summary | Details
Appointment Scheduling - Time Zones
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Appointment Scheduling System Defaults
  • CareFabric Monitor
  • Crystal Report Viewer
  • Scheduling Calendar - Status Update
Scenario 1: Appointment Scheduling System Defaults - Validate 'Appointment Details Time Zone(s)'
Specific Setup:
  • Sites are defined with hours for scheduling.
  • Staff members are defined with hours for scheduling.
Steps
  1. Access the 'Appointment Scheduling System Defaults' form.
  2. Validate the 'Appointment Details Time Zone(s)' field is displayed.
  3. Validate the 'Appointment Details Time Zone(s)' field has any time zones configured for sites in 'Site Registration' selected by default. Please note: time zones in 'Site Registration' is applicable for Avatar NX only.
  4. Select any additional time zone(s) in the 'Appointment Details Time Zone(s)' field.
  5. Submit the form.
  6. Access the 'Appointment Scheduling System Defaults' form.
  7. Validate the 'Appointment Details Time Zone(s)' field contains the time zone(s) selected in the previous steps.
  8. Close the form.
  9. Access the 'Scheduling Calendar' form.
  10. Right click in any available time slot and click [Add Appointment].
  11. Validate the 'Scheduling Calendar - Appointment Details' form is displayed.
  12. Validate the 'Time Zone' field is displayed with the site time zone selected by default.
  13. Validate the 'Time Zone' field contains a list of all the time zone(s) selected in 'Appointment Scheduling System Defaults'.
  14. Close the form.
Scenario 2: Scheduling Calendar - Validate 'Time Zone' for individual appointments
Specific Setup:
  • A site is defined with hours for scheduling (Site A).
  • This site is configured for "US/Eastern" time zone. Please note: this is done in the 'Site Registration' form in Avatar NX.
  • One or more practitioners defined with hours for scheduling.
  • Multiple time zones must be selected in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
  • For testing, "UTC-7 America/Denver (MT)" and "UTC-6 America/Chicago (CT)" will be used.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Site A" in the 'Site' field.
  3. Right click in the 12:00PM time slot and click [Add Appointment].
  4. Validate the 'Appointment Start Time' field contains "12:00 PM".
  5. Validate the 'Appointment End Time' field contains "12:30 PM".
  6. Select the desired value in the 'Service Code' field.
  7. Select "Client A" in the 'Client' field.
  8. Validate the 'Time Zone' field is displayed.
  9. Please note: this field becomes visible when there are one or more selections made in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
  10. Validate "UTC-5 US/Eastern (ET)" is populated by default in the 'Time Zone' field. This field will be populated by default based on the following logic:
  11. If 'Site Registration' has 'Time Zone' configured in Avatar NX, that will be the default value.
  12. If 'Site Registration' does not have 'Time Zone' configured but the logged in user has a 'Time Zone' configured in 'User Definition', that will be the default value.
  13. If 'Site Registration' does not have 'Time Zone' configured and the logged in user also does not have 'Time Zone' configured, the server time zone will be used.
  14. Please note: the time zones must be selected in the 'Appointment Scheduling System Defaults' form.
  15. Select "UTC-7 America/Denver (MT)" in the 'Time Zone' field.
  16. Click [Submit].
  17. Validate the appointment displays on the calendar from 2:00PM-2:30PM since "Site A" is configured for "US/Eastern" time.
  18. Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone):
  19. Appt Time Zone: America/Denver
  20. Appt Time Zone Adj Start Time: 12:00 PM
  21. Appt Time Zone Adj End Time: 12:30 PM
  22. Right click on the appointment and click [View Summary].
  23. Validate the 'Appointment Detail' dialog contains:
  24. Appointment Start Time: 02:00 PM (US/Eastern)
  25. Appointment End Time: 02:30 PM
  26. Appt Time Zone: America/Denver
  27. Appt Time Zone Adj Start Time:12:00 PM
  28. Appt Time Zone Adj End Time:12:30 PM
  29. Click [Cancel] and [Dismiss].
  30. Access the 'CareFabric Monitor' form.
  31. Enter the current date in the 'From Date' and 'Through Date' fields.
  32. Select "Client A" in the 'Client ID' field.
  33. Select "AppointmentCreated" in the 'Event/Action Search' field.
  34. Click [View Activity Log].
  35. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentCreated" record.
  36. Click [Click To View Record].
  37. Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  38. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  39. Close the report and the form.
  40. Access the 'Scheduling Calendar' form.
  41. Right click on the appointment for "Client A" and click [Status Update].
  42. Validate the 'Time Zone' field is displayed and contains "UTC-7 America/Denver (MT)".
  43. Select "UTC-6 America/Chicago (CT)" in the 'Time Zone' field.
  44. Click [Submit].
  45. Validate the appointment displays on the calendar from 1:00PM-1:30PM since "Site A" is configured for "US/Eastern" time.
  46. Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone):
  47. Appt Time Zone: America/Chicago
  48. Appt Time Zone Adj Start Time: 12:00 PM
  49. Appt Time Zone Adj End Time: 12:30 PM
  50. Right click on the appointment and click [View Summary].
  51. Validate the 'Appointment Detail' dialog contains:
  52. Appointment Start Time: 01:00 PM (US/Eastern)
  53. Appointment End Time: 01:30 PM
  54. Appt Time Zone: America/Chicago
  55. Appt Time Zone Adj Start Time:12:00 PM
  56. Appt Time Zone Adj End Time:12:30 PM
  57. Click [Cancel] and [Dismiss].
  58. Access the 'CareFabric Monitor' form.
  59. Enter the current date in the 'From Date' and 'Through Date' fields.
  60. Select "Client A" in the 'Client ID' field.
  61. Select "AppointmentUpdated" in the 'Event/Action Search' field.
  62. Click [View Activity Log].
  63. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentUpdated" record.
  64. Click [Click To View Record].
  65. Validate the 'endDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
  66. Validate the 'startDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
  67. Close the report and the form.
Scenario 3: Scheduling Calendar - Validate 'Time Zone' for group appointments
Specific Setup:
  • A site is defined with hours for scheduling (Site A).
  • This site is configured for "US/Eastern" time zone. Please note: this is done in the 'Site Registration' form in Avatar NX.
  • One or more practitioners defined with hours for scheduling.
  • Multiple time zones must be selected in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
  • For testing, "UTC-7 America/Denver (MT)" and "UTC-6 America/Chicago (CT)" will be used.
  • A group (Group A) is defined with two clients (Client A & Client B).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Select "Site A" in the 'Site' field.
  3. Right click in the 12:00PM time slot and click [Add Appointment].
  4. Validate the 'Appointment Start Time' field contains "12:00 PM".
  5. Validate the 'Appointment End Time' field contains "12:30 PM".
  6. Select the desired group service code in the 'Service Code' field.
  7. Select "Group A" in the 'Client' field.
  8. Validate the 'Time Zone' field is displayed.
  9. Please note: this field becomes visible when there are one or more selections made in the 'Appointment Details Time Zone(s)' field in the 'Appointment Scheduling System Defaults' form.
  10. Validate "UTC-5 US/Eastern (ET)" is populated by default in the 'Time Zone' field. This field will be populated by default based on the following logic:
  11. If 'Site Registration' has 'Time Zone' configured in Avatar NX, that will be the default value.
  12. If 'Site Registration' does not have 'Time Zone' configured but the logged in user has a 'Time Zone' configured in 'User Definition', that will be the default value.
  13. If 'Site Registration' does not have 'Time Zone' configured and the logged in user also does not have 'Time Zone' configured, the server time zone will be used.
  14. Please note: the time zones must be selected in the 'Appointment Scheduling System Defaults' form.
  15. Select "UTC-7 America/Denver (MT)" in the 'Time Zone' field.
  16. Click [Submit].
  17. Validate the appointment displays on the calendar from 2:00PM-2:30PM since "Site A" is configured for "US/Eastern" time.
  18. Hover over the appointment and validate a flyover is displayed with the following (Please note: the 'Appt Time Zone' and 'Appt Time Zone Adj. Times' will only be displayed when the time zone differs from the site/server time zone):
  19. Appt Time Zone: America/Denver
  20. Appt Time Zone Adj Start Time: 12:00 PM
  21. Appt Time Zone Adj End Time: 12:30 PM
  22. Right click on the appointment and click [View Summary].
  23. Validate the 'Appointment Detail' dialog contains:
  24. Appointment Start Time: 02:00 PM (US/Eastern)
  25. Appointment End Time: 02:30 PM
  26. Appt Time Zone: America/Denver
  27. Appt Time Zone Adj Start Time:12:00 PM
  28. Appt Time Zone Adj End Time:12:30 PM
  29. Click [Cancel] and [Dismiss].
  30. Access the 'CareFabric Monitor' form.
  31. Enter the current date in the 'From Date' and 'Through Date' fields.
  32. Select "AppointmentCreated" in the 'Event/Action Search' field.
  33. Click [View Activity Log].
  34. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentCreated" record for both "Client A" and "Client B".
  35. Click [Click To View Record] for "Client A".
  36. Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  37. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  38. Navigate back to the main report.
  39. Click [Click To View Record] for "Client B".
  40. Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  41. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  42. Close the report and the form.
  43. Access the 'Scheduling Calendar' form.
  44. Right click on the appointment for "Group A" and click [Status Update].
  45. Select "All Group Members" in the 'Group Member Selection' dialog.
  46. Validate the 'Scheduling Calendar - Status Update' form is displayed for "Client A".
  47. Validate the 'Time Zone' field is displayed and contains "UTC-7 America/Denver (MT)".
  48. Click [Submit].
  49. Validate the 'Scheduling Calendar - Status Update' form is displayed for "Client B".
  50. Validate the 'Time Zone' field is displayed and contains "UTC-7 America/Denver (MT)".
  51. Select "UTC-6 America/Chicago (CT)" in the 'Time Zone' field.
  52. Click [Submit].
  53. Validate the appointment still displays on the calendar at 2:00PM - 2:30PM. The time zone will display strictly based on the 'Appointment Details' for group appointments.
  54. Click [Dismiss].
  55. Access the 'CareFabric Monitor' form.
  56. Enter the current date in the 'From Date' and 'Through Date' fields.
  57. Select "AppointmentUpdated" in the 'Event/Action Search' field.
  58. Click [View Activity Log].
  59. Validate the 'CareFabric Monitor Report' is displayed with an "AppointmentUpdated" record for "Client A" and "Client B".
  60. Click [Click To View Record] for "Client A".
  61. Validate the 'endDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  62. Validate the 'startDate' field contains the proper date/time based on "UTC-7 America/Denver (MT)" time zone.
  63. Navigate back to the main report.
  64. Click [Click To View Record] for "Client B".
  65. Validate the 'endDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
  66. Validate the 'startDate' field contains the proper date/time based on "UTC-6 America/Chicago (CT)" time zone.
  67. Close the report and the form.
Topics
• Scheduling Calendar
Table Changes
Table Column Change
SYSTEM.appt_data_all time_zone added
SYSTEM.appt_data time_zone added
SYSTEM.appt_data_all time_zone added
SYSTEM.appt_data_all time_zone added