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Avatar Cal-PM 2022 Update 43

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Product Requirements / Recommendations

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Product Update Form Description

The following registry settings have been added: 1) 'Disallow Call Intakes For Program Types' 2) 'Add Demographics to Call Intake' 3) 'Add SSN to Call Intake'. This will give the end-user the ability to add the 'Demographics' tab and the prompts, 'Sex', 'Age', 'SSN', and 'Date Of Birth', to the 'Call Intake' option.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
'Call Intake' is enhanced to add additional fields.
Registry Settings are added to enhanced 'Call Intake':
* 'Disallow Call Intake for Program Types'
* 'Add Demographics to Call Intake'
* 'Add SSN to Call Intake'
In addition, the SYSTEM.call_intake_history SQL table is updated with the new fields.
Value Added: Improved data capture in the 'Call Intake' form
Topics
• Call Intake • NX • Registry Settings
 
Acceptance Tests
AV-63972 Summary | Details
'Call Intake' is enhanced to add additional fields.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Call Intake
  • App Dashboard
Scenario 1: Registry Setting "Require Client's Address and Phone Number" is added to the admission form.
Specific Setup:
  • Registry Setting "Require Client's Address and Phone Number" is set to "Y". This setting will make the Client's Address and Phone Number required on the 'Admission', 'Admission (Outpatient)', 'Discharge','Discharge (Outpatient)', 'Pre Admit', 'Pre Admit Discharge', and 'Call-Intake' forms.
Steps
  1. Open the 'Call Intake' form
  2. Add a new client and leave the following fields blank:
  3. Client's Address - Street
  4. Client's Address - City
  5. Client's Address - State
  6. Client's Address - Zip Code
  7. Client's Phone Number - Home
  8. Click [Submit]
  9. Verify a message displays indicating that the above fields are required.
  10. Complete all required fields
  11. Click [Submit].
  12. Open the 'Call Intake' form for the same client.
  13. Verify the client address and phone number fields are populated.
Scenario 2: Registry Setting 'Add Demographics to Call Intake' is added to the 'Call Intake' form.
Specific Setup:
  • Registry Setting 'Add Demographics to Call Intake' is set to 'Y'. This setting will add the 'Demographics' tab and 'Sex', 'Date of Birth', 'Age', and 'Social Security Number' to the Call Intake form.
Steps
  1. Open 'Call Intake'.
  2. Set 'Last Name' to any last name (not an existing client).
  3. Set 'First Name' to any first name.
  4. Select any gender in the 'Sex' drop down list
  5. Click [Search].
  6. Click [New Client].
  7. Click [Call] in the 'Call Or Walk-in' field.
  8. Set the 'Caller Name' to any LastName,FirstName.
  9. Set the 'Call Date' to any date.
  10. Set the 'Call Time' to any time.
  11. Select any value from the 'Program' drop down list.
  12. Select any value from the 'Disposition' drop down list.
  13. Enter any text in the 'Comments for the call intake' text box.
  14. Set the 'Date of Birth' to any date in the past.
  15. Set the 'Social Security Number' to any SSN.
  16. Click the 'Demographics' tab.
  17. Select any value in the 'Prefix' drop down list.
  18. Set the 'Client's Address - Street' to any address.
  19. Set the 'Client's Address - Zipcode' to any zipcode.
  20. Set the 'Client's Home Phone' to any phone number.
  21. Set the 'Client's Work Phone' to any phone number.
  22. Set the 'Client's Cell Phone' to any phone number.
  23. Set the 'Client's Email Address' to any email address.
  24. Select any value in the 'Communication Preference' field.
  25. Select any value in the 'Primary Language' drop down list.
  26. Select any value in the 'Client Race' drop down list.
  27. Select any value in the 'Other Race(s)' list.
  28. Select any value in the 'Ethnic Origin' drop down list.
  29. Select any value from the 'Religion' drop down list.
  30. Set the 'Place of Birth' to any value.
  31. Select any value from the 'Marital Status' drop down list.
  32. Select any value from the 'Education' drop down list.
  33. Select any value from the 'Employment Status' drop down list.
  34. Select any value from the 'Occupation' drop down list.
  35. Select any value from the 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' field.
  36. Select any value from the 'Smoker' drop down list.
  37. Set the 'Smoking Status Assessment Date' to any date.
  38. Set the 'Client's Mailing Address - Street' to any address.
  39. Set the 'Client's Mailing Address - Street 2' to any address.
  40. Set the 'Client's Mailing Address - Zipcode' to any zipcode.
  41. Set the 'Client's Mailing Address - City' to any City.
  42. Set the 'Client's Mailing Address - State' to any State.
  43. Select any value from the 'Client's Mailing Address - County' field.
  44. Click [Submit].
  45. Open the 'Call Intake' form for the same client.
  46. Verify the Demographic data is retained and correct.
  47. Close the form.
Scenario 3: Registry Setting 'Add SSN to Call Intake' is added to the 'Call Intake' form.
Specific Setup:
  • Registry Setting 'Add SSN to Call Intake' is set to 'Y'. Selecting 'Y' makes 'Social Security Number' field visible in the 'Call Intake' form. Select 'N' to make this field invisible.
Steps
  1. Open 'Call Intake' form.
  2. Select any existing client with a 'Call Intake' record.
  3. Select the client Episode.
  4. Click [Edit].
  5. Navigate to the 'Social Security Number' field at the bottom of the 'Call Intake' form.
  6. Enter the SSN for the client.
  7. Click [Submit].
  8. Open the 'Call Intake' form for the same client.
  9. Verify the SSN is displayed as entered.
  10. Close the form.
Scenario 4: Registry Setting 'Add Mailing Address' includes the 'Call Intake' form.
Specific Setup:
  • Registry Setting 'Add Mailing Address' is set to 'Y'. This setting will add the mailing address to multiple forms: 'Admission', 'Admission(Outpatient)', 'Call Intake, 'Discharge', 'Discharge(Outpatient)', 'Pre-Admit', 'Pre-Admit Discharge', and 'Update Client Data' forms.
Steps
  1. Open 'Call Intake'.
  2. Set 'Last Name' to any last name (not an existing client).
  3. Set 'First Name' to any first name.
  4. Select any gender in the 'Sex' drop down list
  5. Click [Search].
  6. Click [New Client].
  7. Click [Call] in the 'Call Or Walk-in' field.
  8. Set the 'Caller Name' to any LastName,FirstName.
  9. Set the 'Call Date' to any date.
  10. Set the 'Call Time' to any time.
  11. Select any value from the 'Program' drop down list.
  12. Select any value from the 'Disposition' drop down list.
  13. Enter any text in the 'Comments for the call intake' text box.
  14. Set the 'Date of Birth' to any date in the past.
  15. Set the 'Social Security Number' to any SSN.
  16. Click the 'Demographics' tab.
  17. Set the 'Client's Mailing Address - Street' to any address.
  18. Set the 'Client's Mailing Address - Street 2' to any address.
  19. Set the 'Client's Mailing Address - Zipcode' to any zipcode.
  20. Set the 'Client's Mailing Address - City' to any City.
  21. Set the 'Client's Mailing Address - State' to any State.
  22. Select any value from the 'Client's Mailing Address - County' field.
  23. Click [Submit].
  24. Open the 'Call Intake' form for the same client.
  25. Verify the Mailing Address data is retained and correct.
  26. Close the form.
Scenario 5: Validate 'Call Intake' is not permitted for a client active in any program when Registry Setting 'Disallow Call Intakes For Program Types' is set to 'A'.
Specific Setup:
  • Registry Setting 'Disallow Call Intakes For Program Types' is set to 'A'. This setting will not allow any clients with active programs from being added in the 'Call Intake' form.
Steps
  1. Open 'Call Intake' form.
  2. Select a client with any active program.
  3. Verify the following message displays: 'Client is currently active. Only clients discharged from all programs or client in call status without a MR # can be accessed in this function.'
  4. Click [OK].
  5. The form will close.
Scenario 6: Validate 'Call Intake' is not permitted for a client active in any Inpatient program when Registry Setting 'Disallow Call Intakes For Program Types' is set to 'I'.
Specific Setup:
  • Client active in any Inpatient program
  • Registry Setting 'Disallow Call Intakes For Program Types' is set to 'I'.
Steps
  1. Open 'Call Intake' form.
  2. Select a client with any active program.
  3. Verify the following message displays: 'Client is currently active. Only clients discharged from all programs or client in call status without a MR # can be accessed in this function.'
  4. Click [OK].
  5. The form will close.
Scenario 7: Validate 'Call Intake' is permitted for a client active in any Outpatient program when Registry Setting 'Disallow Call Intakes For Program Types' is set to 'I'.
Specific Setup:
  • Client active in any Outpatient program
  • Registry Setting 'Disallow Call Intakes For Program Types' is set to 'I'.
Steps
  1. Open 'Call Intake' form for any client with an active Outpatient program episode.
  2. Select any value in the 'Call Or Walk-In' field.
  3. Select any value in the 'Caller Type' drop down list.
  4. Set the 'Call Date' to any date.
  5. Set the 'Call Time' to any time.
  6. Select any value in the 'Disposition' drop down list.
  7. Select any value in the 'Caller Intake/Comments' text box.
  8. Complete any required fields.
  9. Click [Submit].
Scenario 8: Validate 'Call Intake' is always permitted when Registry Setting 'Disallow Call Intakes For Program Types' is set to 'N'.
Specific Setup:
  • Registry Setting 'Disallow Call Intakes For Program Types' is set to 'N'.
Steps
  1. Open 'Call Intake' form for any client with any active program episode.
  2. Select any value in the 'Call Or Walk-In' field.
  3. Select any value in the 'Caller Type' drop down list.
  4. Set the 'Call Date' to any date.
  5. Set the 'Call Time' to any time.
  6. Select any value in the 'Disposition' drop down list.
  7. Select any value in the 'Caller Intake/Comments' text box.
  8. Complete any required fields.
  9. Click [Submit].
Topics
• Call Intake • NX • Registry Settings