Avatar CWS 2022 Update 16

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2021 Update 89

Product Update Form Description

An issue is resolved where the "Manage Nursing Caseload" form may not add a client to a user's Nursing Caseload if that client is added through the client search field.

Included Updates

None

Required Updates

None

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-77884 Details \| User Acceptance Tests The 'Manage Nursing Caseload' form An issue is resolved to ensure the "Manage Nursing Caseload" form adds a client to a user's Nursing Caseload if that client is added through the client search field.	Topics • Manage Nursing Caseload • Manage Observer Caseload

Acceptance Tests

AV-77884 Summary | Details

The 'Manage Nursing Caseload' form

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Manage Nursing Caseload
Manage Observer Caseload
Nursing Caseload Assignment

Scenario 1: 'Manage Observer Caseload' and 'Manage Nursing Caseload' forms - SYSTEM.RADplus_caseload validation

Specific Setup:

Two users must exist in the application who are associated with Staff Members. (User A) (User B)
"User A" must have access to the 'Manage Observer Caseload' and the 'Manage Nursing Caseload' forms, as well as all tables.
Two clients with active inpatient episodes must exist in the application. (Client A) (Client B)
Must be logged in as "User A".

Steps

Access the ‘Manage Observer Caseload’ form.
Search for and select “User A” in the ‘Select User’ field.
Select “Caseload” in the ‘Use Observer Caseload or Unit Selection’ field.
Select “Add” in the ‘Add or Remove Client From Caseload’ field.
Search for and select “Client A” in the ‘Client’ field.
Click [Update Caseload].
Validate the ‘Current Caseload’ field contains "Client A".
Select “Add” in the ‘Add or Remove Client From Caseload’ field.
Search for and select “Client B” in the ‘Client’ field.
Click [Update Caseload].
Validate the ‘Current Caseload’ field contains “Client A” and “Client B”.
Close the form.
Create a report using the 'SYSTEM.radplus_caseload' table using the following fields: 'PATID', 'USERID' and 'caseload_type_CSM_value'.
Filter the report by selecting "Client A's PATID" and "Client B's PATID" in the 'PATID' field.
Validate the report contains two rows, one for "Client A" and one for "Client B".
Validate that the 'USERID' field contains the username associated with "User A".
Access the ‘Manage Observer Caseload’ form.
Search for and select “Practitioner A” in the ‘Select User’ field.
Select “Remove” in the ‘Add or Remove Client From Caseload’ field.
Select “Client B” in the ‘Current Caseload’ field and click [Update Caseload].
Validate a message is displayed stating: "You are about to remove the selected client(s) from the caseload of User A. Are you sure you want to continue?" and click [OK].
Validate the ‘Current Caseload’ field contains "Client A".
Refresh the report created using the 'SYSTEM.radplus_caseload' table.
Validate the table does not contain a row of data for "Client B"
Select the ‘Transfer Caseload’ section.
Search for and select “User A” in the ‘Transfer Caseload From’ field.
Search for and select “User B” in the ‘Transfer Caseload To’ field.
Select "Client A" in the ‘Select Client’ field.
Click [Transfer Caseload].
Refresh the report created using the 'SYSTEM.radplus_caseload' table.
Validate that one row of data exists for "Client A" where the 'USERID' field now contains "User B".
Return to the 'Manage Observer Caseload' form.
Select the ‘Manage Caseload’ section.
Search for and select “User B” in the ‘Select User’ field.
Validate the ‘Current Caseload’ field contains "Client A".
Select “Add” in the ‘Add or Remove Client From Caseload’ field.
Select any unit in the ‘Unit’ field.
Select all clients in the ‘Select Clients’ field.
Click [Update Caseload].
Validate the ‘Current Caseload’ field contains all clients from the selected unit.
Refresh the report created using the 'SYSTEM.radplus_caseload' table.
Remove the filter on the 'PATID' field.
Validate there are rows added for "Client A" and for all clients in unit "Team 1" all with "User B" in the 'USERID' field.
Return to the 'Manage Observer Caseload' form.
Search for and select “User B” in the ‘Select User’ field.
Select “Remove” in the ‘Add or Remove Client From Caseload’ field.
Select all clients in the ‘Select Clients’ field.
Click [Update Caseload].
Validate that a message is displayed stating: "You are about to remove the selected client(s) from the caseload of User B. Are you sure you want to continue?" and click [OK].
Close the form.
Refresh the report created using the 'SYSTEM.radplus_caseload' table.
Validate there are no rows of data with a 'caseload_type_CSM_value' of "NTST Observer".
Access the ‘Manage Nursing Caseload’ form.
Search for and select “User A” in the ‘Select User’ field.
Select “Add” in the ‘Add or Remove Client From Caseload’ field.
Search for and select “Client A” in the ‘Client’ field.
Click [Update Caseload].
Validate the ‘Current Caseload’ field contains "Client A".
Select “Add” in the ‘Add or Remove Client From Caseload’ field.
Search for and select “Client B” in the ‘Client’ field.
Click [Update Caseload].
Validate the ‘Current Caseload’ field contains “Client A” and “Client B”.
Refresh the report created using the 'SYSTEM.radplus_caseload' table.
Filter the report by selecting "Client A's PATID" and "Client B's PATID" in the 'PATID' field.
Validate the table contains a row of data for "Client A" and "Client B" and the 'USERID' column for each row contains "User A".
Validate the 'caseload_type_CSM_value' column for both rows of data contain "Nursing Caseload Assignment".
Return to the ‘Manage Nursing Caseload’ form.
Search for and select “User A” in the ‘Select User’ field.
Select “Remove” in the ‘Add or Remove Client From Caseload’ field.
Select “Client B” in the ‘Current Caseload’ field.
Click [Update Caseload].
Validate a message is displayed stating: "You are about to remove the selected client(s) from the caseload of User A. Are you sure you want to continue?" and click [OK].
Validate the ‘Current Caseload’ field contains "Client A".
Refresh the report created using the 'SYSTEM.radplus_caseload' table.
Validate the table does not contain a row of data for "Client B"
Return to the 'Manage Nursing Caseload' form.
Select the ‘Transfer Caseload’ tab.
Search for and select “User A” in the ‘Transfer Caseload From’ field.
Search for and select “User B” in the ‘Transfer Caseload To’ field.
Select all clients in the ‘Select Client’ field.
Click [Transfer Caseload].
Validate a message is displayed stating: "Selected client(s) will be transferred from the caseload of User A to caseload of User B. Are you sure?" and click [OK].
Refresh the report created using the 'SYSTEM.radplus_caseload' table.
Validate a row for "Client A" is displayed where the 'USERID' field contains "User B"
Return to the 'Manage Nursing Caseload' form.
Select the ‘Manage Caseload’ tab.
Search for and select "User B" in the ‘Select User’ field.
Validate the ‘Current Caseload’ field contains "Client A".
Select “Add” in the ‘Add or Remove Client From Caseload’ field.
Select any unit in the ‘Unit’ field.
Select all clients in the ‘Select Clients’ field.
Click [Update Caseload].
Validate the ‘Current Caseload’ field contains "Client A" and all clients from the selected unit.
Refresh the report created using the 'SYSTEM.radplus_caseload' table.
Validate a row for each client from the selected unit is displayed where 'caseload_type_CSM_value' contains "Nursing Caseload Assignment".
Return to the 'Manage Nursing Caseload' form.
Search for and select “User B” in the ‘Select User’ field.
Select “Remove” in the ‘Add or Remove Client From Caseload’ field.
Select all clients in the ‘Select Clients’ field.
Click [Update Caseload].
Validate a message is displayed stating: "You are about to remove the selected client(s) from the caseload of User B. Are you sure you want to continue?" and click [OK].
Close the form.
Refresh the report created using the ‘SYSTEM.RADplus_caseload’ table.
Validate the table does not contain any rows of data for "Client A" or all clients from the selected unit.

Scenario 2: 'Manage Nursing Caseload' and 'Nursing Caseload Assignment' forms - Add and Remove clients

Specific Setup:

The user who is logged into the application must have access to the 'Manage Observer Caseload' and the 'Nursing Caseload Assignment' forms. (User A)
Two clients with active episodes must exist in the application. (Client A) (Client B)

Steps

Access the ‘Manage Nursing Caseload’ form.
Search for and select “User A” in the ‘Select User’ field.
Select “Add” in the ‘Add or Remove Client From Caseload’ field.
Search for and select “Client A” in the ‘Client’ field.
Click [Update Caseload].
Validate the ‘Current Caseload’ field contains "Client A".
Select “Add” in the ‘Add or Remove Client From Caseload’ field.
Search for and select “Client B” in the ‘Client’ field.
Click [Update Caseload].
Validate the ‘Current Caseload’ field contains “Client A” and “Client B”.
Close the form.
Access the 'Nursing Caseload Assignment’ form.
Validate the 'Currently Logged On User ID' field contains “User A".
Validate the ‘Current Caseload’ field contains “Client A” and “Client B”.
Close the form.
Access the ‘Manage Nursing Caseload’ form.
Search for and select “User A” in the ‘Select User’ field.
Select “Remove” in the ‘Add or Remove Client From Caseload’ field.
Select “Client B” in the ‘Current Caseload’ field and click [Update Caseload].
Validate a message is displayed stating: "You are about to remove the selected client(s) from the caseload of User A. Are you sure you want to continue?" and click [OK].
Validate the ‘Current Caseload’ field contains "Client A".
Access the 'Nursing Caseload Assignment’ form.
Validate the 'Currently Logged On User ID' field contains “User A".
Validate the ‘Current Caseload’ field contains “Client A”.
Close the form.

Topics

• Manage Nursing Caseload • Manage Observer Caseload