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Avatar Cal-PM 2022 Update 46

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Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

Additional Requirements

RADplus 2021 Update 116 must be installed in order to utilize full functionality.

Product Update Form Description

Avatar Cal-PM is enhanced to support the 'Physician Team' functionality introduced via RAD 2021 Update 116. In addition, the system is updated to support future functionality.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Avatar Cal-PM - Physician Team Functionality
Avatar Cal-PM is enhanced to support the 'Physician Team' functionality introduced via RAD 2021 Update 116. In addition, the system is updated to support future functionality.
Value Added: Support has been added for Physician Team Caseloads.
Topics
• Team Definition
 
Acceptance Tests
AV-75660 Summary | Details
Avatar Cal-PM - Physician Team Functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Team Definition
Scenario 1: Validate the 'Recent Clients' list functionality
Specific Setup:
  • A user must be defined and logged in (User A).
  • "User A" must be associated to a user role (Role A).
  • The 'RADplus->Database Management->Client Lookup->->->Enable enhanced caseload management from the 'Clients and Data' widget' registry setting must be set to "Role A".
  • Please log out of the application and log back in after completing the above configuration.
  • Four clients must have active episodes not part of "User A's" caseload. (Client A, Client B, Client C, and Client D).
Steps
  1. Search for and select “Client A” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  2. Access any form within the application for “Client A”.
  3. Close the form.
  4. Validate that "Client A" is displayed under 'Recent Clients'.
  5. Right click “Client A” and select [Remove From List].
  6. Validate that the 'Recent Clients' list does not contain "Client A".
  7. Search for and select “Client B” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  8. Access any form within the application for “Client B”.
  9. Close the form.
  10. Validate that “Client B” displays in the ‘Recent Clients’ list.
  11. Search for and select “Client C” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  12. Access any form within the application for “Client C”.
  13. Close the form.
  14. Validate that “Client B” and “Client C” display in the ‘Recent Clients’ list.
  15. Right click “Client B” and select [Remove From List].
  16. Validate that “Client B” is not displayed in the ‘Recent Clients’ list.
  17. Right click “Client C” and select [Remove From List].
  18. Validate that “Client C” is not displayed in the ‘Recent Clients’ list.
  19. Search for and select “Client D” in the ‘Search Clients’ field of the ‘My Clients’ widget.
  20. Access any form within the application for “Client D”.
  21. Close the form.
  22. Validate that “Client D” displays in the ‘Recent Clients’ list.
  23. Right click “Client D” and select [Remove From List].
  24. Validate that “Client D” is not displayed in the ‘Recent Clients’ list.
  25. Access the ‘Admission’ form.
  26. Fill out all required fields and click [Submit]. This will be "Client E".
  27. Validate that “Client E” displays in the ‘Recent Clients’ list.
  28. Access the ‘Team Definition’ form.
  29. Set the 'Team ID' field to "PT1".
  30. Set the 'Team Description' field to "Physician Team 1".
  31. Select "Yes" In the 'Active' field.
  32. Select "Yes" in the 'Physician Team' field.
  33. Select "Yes" in the 'Team Accepts Consult Orders' field.
  34. Click [Select Users].
  35. Select "User A" and click [OK].
  36. Select "No" in the 'Disable Adding Clients to Caseload' field.
  37. Select "No" in the 'Use Team Finalizer as Default Supervisor for Document Routing' field.
  38. Validate the 'Team Information' field contains "User A"
  39. Select the ‘Individual Client Assignment’ section.
  40. Click [Add New Item].
  41. Search for and select “Client E” in the ‘Client ID’ field.
  42. Select the ‘Team Definition’ section and click [File].
  43. Validate a "Filed" message is displayed and click [OK].
  44. Close the form.
  45. Validate that “Client E” displays in the ‘My Clients’ widget.
  46. Right click "Client E" and select [Remove From Physician Team].
  47. Access the ‘Team Definition’ form.
  48. Click [Select Team].
  49. Select “PT1 (Physician Team Test)” in the ‘Select one of the following’ field and click [OK].
  50. Select the ‘Individual Client Assignment’ section.
  51. Validate that “Client E” no longer displays in the ‘Individual Client Assignment’ grid.
  52. Close the form.
Scenario 2: Caseload by Attending Practitioner - Confirm attending practitioner has the client on their Caseload
Specific Setup:
  • Avatar PM 2021 Update 118, Avatar Cal-PM 2022 Update 46, and RADplus 2021 Update 116 are required in order to utilize full functionality.
  • The 'RADplus->System Security->Team Definition->->->Update Physician Team Caseload based on Admitting or Attending Practitioner' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A Team must exist via the 'Team Definition' form with the user who is logged into the application selected. (Physician Team 1)
  • The user must have access to the 'SYSTEM.RADplus_caseload' table.
  • A client must be admitted into an Outpatient program. (Client A)
Steps
  1. Select “Client A” and access the ‘Attending Practitioner’ form.
  2. Set the ‘Date of Assignment’ field to the current date.
  3. Set the ‘Time of Assignment’ field to the current time.
  4. Search for and select the practitioner who is associated with the user who is logged into the application in the ‘Attending Practitioner’ field and click [Submit].
  5. Create a report using the 'SYSTEM.RADplus_caseload' table and included the following fields: 'PATID', 'USERID', 'caseload_type_csm_code', and 'caseload_type_csm_value'.
  6. Filter the report by selecting "Client A's PATID" in the 'PATID' field.
  7. Validate there are two rows displayed for the new client created.
  8. Validate the ‘USERID’ field contains the USERID for the user logged into the application.
  9. Validate the 'caseload_type_CSM_code' field contains a row with "ATTENDING" and one row with "TEAM".
  10. Validate the 'caseload_type_CSM_value' field contains a row with "Attending Practitioner Caseload" and one row with "Team Caseload Assignment".
  11. Close the report.
  12. Set the 'The 'RADplus->System Security->Team Definition->->->Update Physician Team Caseload based on Admitting or Attending Practitioner' registry setting to "N".
  13. Access the 'Admission' form and create a new client in an Outpatient episode. (Client B).
  14. Select “Client B” and access the ‘Attending Practitioner’ form.
  15. Set the ‘Date of Assignment’ field to the current date.
  16. Set the ‘Time of Assignment’ field to the current time.
  17. Search for and select the practitioner who is associated with the user who is logged into the application in the ‘Attending Practitioner’ field and click [Submit].
  18. Refresh the report created using the 'SYSTEM.RADplus_caseload' table.
  19. Filter the report by selecting "Client B's PATID" in the 'PATID' field.
  20. Validate there is one row displayed for the new client created.
  21. Validate the ‘USERID’ field contains the USERID for the user logged into the application.
  22. Validate the 'caseload_type_CSM_code' field contains a row with "ATTENDING".
  23. Validate the 'caseload_type_CSM_value' field contains a row with "Attending Practitioner Caseload".
  24. Close the report.
Scenario 3: 'Admission' form - admission of a new client with a 'Team Assignment' filed
Specific Setup:
  • Avatar PM 2021 Update 118 or Avatar Cal-PM 2022 Update 46, and RADplus 2021 Update 116 must be installed to utilize full functionality.
  • The 'RADplus->System Security->Team Definition->->->Update Physician Team Caseload based on Admitting or Attending Practitioner' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • A team must exist via the 'Team Definition' form with two staff members selected. (Physician Team 1)
  • The user must have access to the 'SYSTEM.RADplus_caseload' table.
Steps
  1. Access the 'Admission' form.
  2. Admit a new client (Client A) ensuring that the staff member associated with "User A" is selected in the 'Admitting Practitioner' field.
  3. Create a report using the ‘SYSTEM.RADplus_caseload’ table with the following fields included: 'PATID', 'USERID', 'caseload_type_csm_code', and 'caseload_type_csm_value' .
  4. Filter the report by selecting "Client A's PATID" in the 'PATID' field.
  5. Validate there are three rows displayed.
  6. Validate the ‘USERID’ field contains the USERID for the user logged into the application.
  7. Validate the 'caseload_type_CSM_code' field contains a row with "ADMITTING" and two rows with "TEAM".
  8. Validate the 'caseload_type_CSM_value' field contains a row with "Admitting Practitioner Caseload" and two rows with "Team Caseload Assignment".
  9. Close the report.
  10. Access the 'Admission' form.
  11. Admit a new client (Client B) ensuring that the staff member associated with "User B" is selected in the 'Attending Practitioner' field.
  12. Create a report using the ‘SYSTEM.RADplus_caseload’ table with the following fields included: 'PATID', 'USERID', 'caseload_type_csm_code', and 'caseload_type_csm_value' .
  13. Filter the report by selecting "Client A's PATID" in the 'PATID' field.
  14. Validate there are three rows displayed.
  15. Validate the ‘USERID’ field contains the USERID for the user logged into the application.
  16. Validate the 'caseload_type_CSM_code' field contains a row with "ATTENDING" and two rows with "TEAM".
  17. Validate the 'caseload_type_CSM_value' field contains a row with "Attending Practitioner Caseload" and two rows with "Team Caseload Assignment".
  18. Close the report.
Scenario 4: 'My Clients' widget - Add to My Caseload, Remove From My Caseload
Specific Setup:
  • Avatar PM 2021 Update 118 or Cal-PM 2022 Update 46, RADplus 2021 Update 116, RADplus 2022 Update 19, and myAvatar Client Update 2513-003 or 3201-001 must be installed in order to utilize full functionality.
  • A user must be defined and logged in (User A).
  • "User A" must be associated to a user role (Role A).
  • The 'RADplus->Database Management->Client Lookup->->->Enable enhanced caseload management from the 'Clients and Data' widget' registry setting must be set to "Role A".
  • Please log out of the application and log back in after completing the above configuration.
  • A team must already be setup in the 'Team Definition' form. (Physician Team 1)
Steps
  1. Access the ‘Admission’ form.
  2. Fill out all required fields and click [Submit]. This will be "Client A"
  3. Validate that "Client A" displays in the ‘Recent Clients’ list.
  4. Right click "Client A" and select [Add to My Caseload].
  5. Validate the ‘My Clients’ widget contains “Client A”.
  6. Right click "Client A" under 'My Clients' and select [Remove From My Caseload].
  7. Validate that “Client A” no longer displays in the ‘My Clients’ widget.
  8. Access the ‘Team Definition’ form.
  9. Click [Select Team].
  10. Select “PT1 (Physician Team Test)” in the ‘Select one of the following’ field and click [OK].
  11. Select the ‘Individual Client Assignment’ section.
  12. Search for and select “Client A” in the ‘Client ID’ field.
  13. Select the ‘Team Definition’ section and click [File].
  14. Validate a "Filed" message is displayed and click [OK].
  15. Close the form.
  16. Validate that “Client A” does not display in the ‘My Clients’ widget.
  17. Right click "Client A" in 'Recent Clients' and select [Add to My Caseload].
  18. Validate the ‘My Clients’ widget contains “Client A”.
  19. Right click "Client A" and select [Remove From Physician Team].
  20. Validate the ‘My Clients’ widget contains “Client A”.
  21. Right click "Client A" under 'My Clients' and select [Remove From My Caseload].
  22. Validate that “Client A” no longer displays in the ‘My Clients’ widget.
Topics
• Team Definition
Table Changes

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