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Avatar CareFabric 2023 Update 24

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Product Update Form Description

The Client Alert 'Duplicate Name-Header' is updated to no longer be triggered off of a matching client that is discharged and also to take into the account the registry setting "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode".

Included Updates

3, 4, 5, 6, 11, 13, 17, 19, 22, 23

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
CarePOV Management - 'Duplicate Name - Header' Client Alert
The 'Duplicate Name - Header' client alert is updated to no longer be triggered off of a matching client that has been discharged. In addition, the 'Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode' registry setting is added.
Value Added: Additional support for the 'Duplicate Name - Header' client alert
Topics
• CarePOV Management • Client Alerts • Client Header
 
Acceptance Tests
AV-89189 Summary | Details
CarePOV Management - 'Duplicate Name - Header' Client Alert
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • CarePOV Management
  • Discharge
  • Pre Admit
  • Registry Settings (PM)
Scenario 1: Validate the 'Trigger 'Duplicate Name-Header' Alert on matching client in Pre Admit Episode' registry setting when the client alert is configured based on 'Full Name (First and Last)'
Specific Setup:
  • "Bed Board Alerts" should be configured in the 'Client Header' section of the 'Client Lookup/Header Configuration Manager' form.
  • The user must have access to the 'Client Information Header' on the HomeView.
  • Two clients are defined with the same first & last name (Client A & Client B).
  • "Client A" must be admitted into an admission program.
  • "Client B" must be admitted into a pre-admit program.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Click "Add" in the 'Add or Edit Alert' field.
  4. Select "Duplicate Name - Header" in the 'Alert Type' field.
  5. Select "Full Name (First and Last)" in the 'Base Duplicate Name On' field.
  6. Enter the desired value in the 'Client Alert Description' field.
  7. Select the desired icon in the 'Select Icon' field.
  8. Select "Yes" in the 'Active' field.
  9. Select "Yes" in the 'Include in Client Header' field.
  10. Click [Save].
  11. Validate a message is displayed stating: Saved.
  12. Click [OK] and close the form.
  13. Access the 'Registry Settings' form.
  14. Enter "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Validate the 'Registry Setting' field contains: "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode".
  17. Validate the 'Registry Setting Value' field contains "Y". This is the default value.
  18. Validate the 'Registry Setting Detail' field contains: If setting is set to 'Y' and 'Duplicate Name - Header' alerts are configured in the 'CarePOV Management' form, then a header alert will be triggered if a matching client is found in an active Pre-Admit program. If setting is set to 'N' and 'Duplicate Name - Header' alerts are configured in the 'CarePOV Management' form, then header alerts will not trigger if only an active Pre-Admit program exists.
  19. Click [Submit] and close the form.
  20. Select "Client A" and navigate to the 'Client Information Header'.
  21. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  22. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  23. Select "Client B" and navigate to the 'Client Information Header'.
  24. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  25. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  26. Access the 'Registry Settings' form.
  27. Enter "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode" in the 'Limit Registry Settings to the Following Search Criteria' field.
  28. Click [View Registry Settings].
  29. Validate the 'Registry Setting' field contains: "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode".
  30. Enter "N" in the 'Registry Setting Value' field.
  31. Click [Submit] and close the form.
  32. Select "Client A" and navigate to the 'Client Information Header'.
  33. Validate the duplicate name alert is no longer displayed since the matching client is admitted in a pre-admit program.
  34. Select "Client B" and navigate to the 'Client Information Header'.
  35. Validate the duplicate name alert is still displayed since the matching client is admitted in a regular admission program.
  36. Select "Client A" and access the 'Discharge' form.
  37. Enter the desired date in the 'Date Of Discharge' field.
  38. Enter the desired time in the 'Discharge Time' field.
  39. Select the desired value in the 'Type Of Discharge' field.
  40. Select the desired value in the 'Discharge Practitioner' field.
  41. Submit the form.
  42. Select "Client B" and navigate to the 'Client Information Header'.
  43. Validate the duplicate name alert is no longer displayed since the matching client has been discharged and is no longer active.
Scenario 2: Validate the 'Trigger 'Duplicate Name-Header' Alert on matching client in Pre Admit Episode' registry setting when the client alert is configured based on 'First Name & Last Initial'
Specific Setup:
  • "Bed Board Alerts" should be configured in the 'Client Header' section of the 'Client Lookup/Header Configuration Manager' form.
  • The user must have access to the 'Client Information Header' on the HomeView.
  • Two clients are defined with the same first name & last initial (Client A & Client B).
  • "Client A" must be admitted into an admission program.
  • "Client B" must be admitted into a pre-admit program.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Click "Add" in the 'Add or Edit Alert' field.
  4. Select "Duplicate Name - Header" in the 'Alert Type' field.
  5. Select "First Name, Last Initial" in the 'Base Duplicate Name On' field.
  6. Enter the desired value in the 'Client Alert Description' field.
  7. Select the desired icon in the 'Select Icon' field.
  8. Select "Yes" in the 'Active' field.
  9. Select "Yes" in the 'Include in Client Header' field.
  10. Click [Save].
  11. Validate a message is displayed stating: Saved.
  12. Click [OK] and close the form.
  13. Access the 'Registry Settings' form.
  14. Enter "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Validate the 'Registry Setting' field contains: "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode".
  17. Validate the 'Registry Setting Value' field contains "Y". This is the default value.
  18. Validate the 'Registry Setting Detail' field contains: If setting is set to 'Y' and 'Duplicate Name - Header' alerts are configured in the 'CarePOV Management' form, then a header alert will be triggered if a matching client is found in an active Pre-Admit program. If setting is set to 'N' and 'Duplicate Name - Header' alerts are configured in the 'CarePOV Management' form, then header alerts will not trigger if only an active Pre-Admit program exists.
  19. Click [Submit] and close the form.
  20. Select "Client A" and navigate to the 'Client Information Header'.
  21. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  22. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  23. Select "Client B" and navigate to the 'Client Information Header'.
  24. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  25. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  26. Access the 'Registry Settings' form.
  27. Enter "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode" in the 'Limit Registry Settings to the Following Search Criteria' field.
  28. Click [View Registry Settings].
  29. Validate the 'Registry Setting' field contains: "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode".
  30. Enter "N" in the 'Registry Setting Value' field.
  31. Click [Submit] and close the form.
  32. Select "Client A" and navigate to the 'Client Information Header'.
  33. Validate the duplicate name alert is no longer displayed since the matching client is admitted in a pre-admit program.
  34. Select "Client B" and navigate to the 'Client Information Header'.
  35. Validate the duplicate name alert is still displayed since the matching client is admitted in a regular admission program.
  36. Select "Client A" and access the 'Discharge' form.
  37. Enter the desired date in the 'Date Of Discharge' field.
  38. Enter the desired time in the 'Discharge Time' field.
  39. Select the desired value in the 'Type Of Discharge' field.
  40. Select the desired value in the 'Discharge Practitioner' field.
  41. Submit the form.
  42. Select "Client B" and navigate to the 'Client Information Header'.
  43. Validate the duplicate name alert is no longer displayed since the matching client has been discharged and is no longer active.
Scenario 3: Validate the 'Trigger 'Duplicate Name-Header' Alert on matching client in Pre Admit Episode' registry setting when the client alert is configured based on 'Last Name & First Initial'
Specific Setup:
  • "Bed Board Alerts" should be configured in the 'Client Header' section of the 'Client Lookup/Header Configuration Manager' form.
  • The user must have access to the 'Client Information Header' on the HomeView.
  • Two clients are defined with the same last name & first initial (Client A & Client B).
  • "Client A" must be admitted into an admission program.
  • "Client B" must be admitted into a pre-admit program.
Steps
  1. Access the 'CarePOV Management' form.
  2. Select the "Client Alerts" section.
  3. Click "Add" in the 'Add or Edit Alert' field.
  4. Select "Duplicate Name - Header" in the 'Alert Type' field.
  5. Select "Last Name, First Initial" in the 'Base Duplicate Name On' field.
  6. Enter the desired value in the 'Client Alert Description' field.
  7. Select the desired icon in the 'Select Icon' field.
  8. Select "Yes" in the 'Active' field.
  9. Select "Yes" in the 'Include in Client Header' field.
  10. Click [Save].
  11. Validate a message is displayed stating: Saved.
  12. Click [OK] and close the form.
  13. Access the 'Registry Settings' form.
  14. Enter "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Validate the 'Registry Setting' field contains: "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode".
  17. Validate the 'Registry Setting Value' field contains "Y". This is the default value.
  18. Validate the 'Registry Setting Detail' field contains: If setting is set to 'Y' and 'Duplicate Name - Header' alerts are configured in the 'CarePOV Management' form, then a header alert will be triggered if a matching client is found in an active Pre-Admit program. If setting is set to 'N' and 'Duplicate Name - Header' alerts are configured in the 'CarePOV Management' form, then header alerts will not trigger if only an active Pre-Admit program exists.
  19. Click [Submit] and close the form.
  20. Select "Client A" and navigate to the 'Client Information Header'.
  21. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  22. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  23. Select "Client B" and navigate to the 'Client Information Header'.
  24. Validate the icon associated to the duplicate name alert added in the previous steps is displayed.
  25. Hover over the icon and validate the 'Client Alert Description' added in the previous steps is displayed.
  26. Access the 'Registry Settings' form.
  27. Enter "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode" in the 'Limit Registry Settings to the Following Search Criteria' field.
  28. Click [View Registry Settings].
  29. Validate the 'Registry Setting' field contains: "Trigger 'Duplicate Name-Header' Alert on matching client in Pre-Admit Episode".
  30. Enter "N" in the 'Registry Setting Value' field.
  31. Click [Submit] and close the form.
  32. Select "Client A" and navigate to the 'Client Information Header'.
  33. Validate the duplicate name alert is no longer displayed since the matching client is admitted in a pre-admit program.
  34. Select "Client B" and navigate to the 'Client Information Header'.
  35. Validate the duplicate name alert is still displayed since the matching client is admitted in a regular admission program.
  36. Select "Client A" and access the 'Discharge' form.
  37. Enter the desired date in the 'Date Of Discharge' field.
  38. Enter the desired time in the 'Discharge Time' field.
  39. Select the desired value in the 'Type Of Discharge' field.
  40. Select the desired value in the 'Discharge Practitioner' field.
  41. Submit the form.
  42. Select "Client B" and navigate to the 'Client Information Header'.
  43. Validate the duplicate name alert is no longer displayed since the matching client has been discharged and is no longer active.
Topics
• CarePOV Management • Client Alerts • Client Header