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Avatar Cal-PM 2022 Update 18

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Product Update Form Description

The following issues are resolved: 1) In the NX Quick Action 'Update Client Data', the registry setting 'Update Financial Eligibility Data' is ignored. 2) In the NX Quick Action 'Update Client Data', the 'State' and 'County' fields do not display available options and may file data incorrectly. 3) In the NX Quick Action 'Update Client Data', the 'City' and 'State' fields do not populate automatically if a 9-digit zip code is entered. 4) In the NX Quick Action 'Update Client Data', changing a client's name may result in incorrect data for the 'Client First Name' and 'Client Last Name' fields.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Quick Actions - Update Client Data
The following issues have been resolved: 1) In the NX Quick Action 'Update Client Data', the registry setting 'Update Financial Eligibility Data' is respected. 2) In the NX Quick Action 'Update Client Data', the 'State' and 'County' fields display available drop down list options correctly. 3) In the NX Quick Action 'Update Client Data', the 'City' and 'State' fields populate automatically if a 9-digit zip code is entered. 4) In the NX Quick Action 'Update Client Data', changing a client's name may result in incorrect data for the 'Client First Name' and 'Client Last Name' fields.
Topics
• NX • Quick Actions • Site Specific Section Modeling • Update Client Data
 
Acceptance Tests
AV-76136 Summary | Details
Quick Actions - Update Client Data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • NX View Definition
  • Quick Actions Page
  • Update Client Data
  • View Definition
  • Registry Settings (PM)
  • Dictionary Update (PM)
  • Form and Table Documentation (PM)
  • Site Specific Section Modeling (PM)
Scenario 1: Quick Action - Update Client Data - 9 digit zip code
Specific Setup:
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the Quick Action for "Update Client Data".
  • Admit a test client.
Steps
  1. Select the test client.
  2. Navigate to the "Quick Actions" widget.
  3. Locate the "Update Client Data" Quick Action.
  4. Click "Add" button.
  5. Enter an address with a 9-digit zip code.
  6. Validate that once you tab out of the field, it populates with the "City" and "State" values appropriate for the zip code.
  7. Click "Save".
  8. Click "Add" on the "Update Client Data" Quick Action.
  9. Validate the "Zip Code", "City" and "State" fields display appropriately.
  10. Open the "Update Client Data" form.
Scenario 2: Quick Action - Update Client Data - Validate name change
Specific Setup:
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the Quick Action for "Update Client Data".
  • Admit a test client.
Steps
  1. Select the test client.
  2. Navigate to the "Quick Actions" widget.
  3. Locate the "Update Client Data" Quick Action.
  4. Click "Add" button.
  5. Change the client's first and last name.
  6. Fill in all other fields.
  7. Click "Save".
  8. Open the "Update Client Data" form.
  9. Validate the first and last name are changed.
  10. Using SQL, validate the name change is reflected in the columns, patient_name, patient_name_first, patient_name_last in SYSTEM.patient_current_demographics SQL.
Scenario 3: Quick Action - Update Client Data - 5 digit zip code
Specific Setup:
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the Quick Action for "Update Client Data".
  • Admit a test client.
Steps
  1. Select the test client.
  2. Navigate to the "Quick Actions" widget.
  3. Locate the "Update Client Data" Quick Action.
  4. Click "Add" button.
  5. Enter an address with a 5-digit zip code.
  6. Validate that once you tab out of the field, it populates with the "City" and "State" values appropriate for the zip code.
  7. Click "Save".
  8. Click "Add" on the "Update Client Data" Quick Action.
  9. Validate the "Zip Code", "City" and "State" fields display appropriately.
  10. Open the "Update Client Data" form.
  11. Validate the same fields all display in uppercase letters.
Scenario 4: Quick Action - Update Client Data - Update Financial Eligibility Data enabled
Specific Setup:
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the Quick Action for "Update Client Data".
  • Select a client who has existing financial eligibility data.
  • Enable the registry setting "Update Financial Eligibility Data".
Steps
  1. Navigate to the "Quick Action" widget.
  2. Click "Add" on the "Update Client Data" item.
  3. Enter a new name and address for the client with existing financial eligibility data.
  4. Enter the following SQL statement to view the listed fields in SYSTEM.billing_guar_subs_data: SELECT subs_name,subs_name_first,subs_name_last,subs_address_street1,subs_address_street2,subs_address_city,subs_address_state,subs_addess_zip FROM SYSTEM.billing_guar_subs_data to validate that these columns were changed when the Quick Action was filed.
Scenario 5: Quick Action - Update Client Data - Update Financial Eligibility Data disabled
Specific Setup:
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the Quick Action for "Update Client Data".
  • Select a client who has existing financial eligibility data.
  • Disable the registry setting "Update Financial Eligibility Data".
Steps
  1. Navigate to the "Quick Action" widget.
  2. Click "Add" on the "Update Client Data" item.
  3. Enter a new name and address for the client with existing financial eligibility data.
  4. Enter the following SQL statement to view the listed fields in SYSTEM.billing_guar_subs_data: SELECT subs_name,subs_name_first,subs_name_last,subs_address_street1,subs_address_street2,subs_address_city,subs_address_state,subs_addess_zip FROM SYSTEM.billing_guar_subs_data to validate that these columns were not changed when the Quick Action was filed.
Scenario 6: Update Client Data - Site Specific Fields
Specific Setup:
  • Add one of each type of site specific section modeling type field, such as single response dictionary, multi response dictionary, date, time, free text (20), free text (40), scrolling free test and a practitioner lookup to the "Update Client Data" form.
  • Add data dictionaries for the single and multiple response site specific fields.
  • Admit a test client.
  • Add the "Quick Actions" widget to the user's HomeView.
Steps
  1. Open the "Update Client Data" form for the test client.
  2. Populate all fields added to the form via Site Specific Section Modeling in setup.
  3. File the form.
  4. Navigate to the "Quick Actions" widget.
  5. Select the "Update Client Data" quick action.
  6. Save the quick action.
  7. Open the "Update Client Data" form for the test client.
  8. Validate the site specific fields display data as it was originally entered.
Topics
• NX • Quick Actions • Site Specific Section Modeling • Update Client Data