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Avatar Appointment Scheduling 2024 Update 5

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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 PM 2024 Monthly Release 2024.01.02
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

An issue is resolved that may prevent 'Weekly' recurring appointment dates from being calculated correctly when a 'No End' recurrence schedule is selected, and multiple 'Week Days' are chosen.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Scheduling Calendar - 'Weekly' recurring appointments
An issue is resolved that may prevent 'Weekly' recurring appointment dates from being calculated correctly when a 'No End' recurrence schedule is selected, and multiple 'Week Days' are chosen.
Topics
• Scheduling Calendar • System Task Scheduler
 
Acceptance Tests
AV-96420 Summary | Details
Scheduling Calendar - 'Weekly' recurring appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • System Task Scheduler
Scenario 1: Validate the recurring appointment automated process in the 'System Task Scheduler' form
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A practitioner must have hours defined for scheduling (Practitioner A).
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Right click in any available "Practitioner A" time slot and click [Add Appointment].
  3. Select the desired service code in the 'Service Code' field.
  4. Select "Weekly" in the 'Recurrence Schedule' field.
  5. Select "No End" in the 'Recurrence Pattern' field.
  6. Select "Monday", "Wednesday", and "Friday" in the 'Week Days' field.
  7. Select "Client A" in the 'Client' field.
  8. Populate any other required and desired fields.
  9. Click [Submit].
  10. Select "Week" in the 'View' field.
  11. Validate the weekly recurring appointments display for the week.
  12. Click [Dismiss].
  13. Access the 'System Task Scheduler' form.
  14. Select "Appointment Scheduling Recurrence Build" in the 'Schedule(s)' field.
  15. Schedule the task to run at the desired time.
  16. Close the form.
  17. Wait for the task to run.
  18. Access the 'Scheduling Calendar' form.
  19. Review the recurring appointments for "Client A" up until the current date of next year.
  20. Validate all recurring appointment dates are displayed as expected for Mondays, Wednesdays, and Fridays.
  21. Click [Dismiss].
Topics
• Scheduling Calendar • System Task Scheduler