Skip to main content

Avatar Appointment Scheduling 2024 Update 2

  1. Last updated
  2. Save as PDF

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 2024.00.01
Avatar Cal-PM 2024 Monthly Release 2024.00.01
Avatar CWS 2024 Update 17
Avatar PM 2024 Monthly Release 2024.00.01
RADplus 2024 Monthly Release 2024.00.01

Product Update Description

The following issues are resolved: 1) An issue that may occur when scheduling Group Appointments where clients with expired group assignments are included. 2) An issue that may occur in the 'Group Registration' form that prevents modification of client group assignments.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Group Appointment Scheduling
An issue is resolved to ensure valid clients are displayed in Group Registration and Group Appointment Scheduling group members.
Topics
• Add New Appointment • Appointment Management • Group Appointment
 
Acceptance Tests
AV-95946 Summary | Details
Group Appointment Scheduling
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Appointment Management
  • Group Registration
Scenario 1: Group Appointment Scheduling
Specific Setup:
  • Group Registration:
  • Identify or create a group with two clients, Client 1 and Client 2.
  • Add 'Group Assignment Start Date' and 'Group Assignment End Date' for Client 1.
  • Add 'Group Assignment Start Date' for Client 2.
Steps
  1. Open 'Group Registration' Form.
  2. Enter the desired group name in 'Select Group'.
  3. Select the desired search result.
  4. Select the 'Group Member Assignment' section.
  5. Verify that the clients are displayed.
  6. Review ‘Client 1’ in 'Group Member Assignment' and verify the data in the 'Group Assignment Start Date', 'Group Assignment End Date’, and 'Actual Assignment Date' fields.
  7. Review ‘Client 2’ in 'Group Member Assignment' and verify the data in the 'Group Assignment Start Date', and 'Actual Assignment Date' fields.
  8. Click [Submit].
  9. Open 'Scheduling Calendar' Form.
  10. Select the desired 'Site'.
  11. Select the desired practitioner in 'Staff Members'.
  12. Select any Date and Time.
  13. Right Click 'Add Appointment'.
  14. Verify 'Appointment Site'.
  15. Verify 'Appointment Date'
  16. Verify 'Appointment Start Time'.
  17. Verify 'Appointment End Time'.
  18. Verify 'Duration'.
  19. Enter any value in 'Group #'
  20. Enter any value in 'Service Code'.
  21. Select any 'Program'.
  22. Click 'Group Members'.
  23. Verify clients in 'Current Group Appointment Members'.
  24. Click [Submit].
  25. Click [Dismiss].
  26. Click [OK].
  27. Repeat Steps 15-32 for the Same Group with Appointment date prior to any clients Group Assignment End Date.
  28. Open 'Appointment Management' Form.
  29. Enter any value in 'Practitioner'.
  30. Click Individual in 'Individual or All Sites'.
  31. Select any value in 'Site' dropdown list.
  32. Enter any value in 'Appointment Start Date'.
  33. Enter any value in 'Appointment End Date'.
  34. Click 'Print button'.
  35. Click [OK].
  36. Verify that the report data is correct.
  37. Click [Yes].
Topics
• Add New Appointment • Appointment Management • Group Appointment