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Avatar Cal-PM 2022 Update 6

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Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

Known Limitations

Note: For NX only, on the Disclosure screen, once the items have been disclosed and viewed, you have to click 'Cancel' to go back to the main form to click "Submit" to complete the process. This will be addressed in a future NX release to mimic the workflow in myAvatar.

Product Update Form Description

The following issue is resolved where the 'Disclosure Management' form would not clear out 'Site Specific Section Modeled' fields, but instead auto-populate them with previous entries.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Disclosure Management - Site Specific Section Modeling fields
An issue has been resolved when a disclosure management request is deleted and site specific section modeling fields on the next form are not clearing out from the previous disclosure filed. KB0068770 v0.01
Topics
• Disclosure • NX • Site Specific Section Modeling
 
Acceptance Tests
AV-75305 Summary | Details
Disclosure Management - Site Specific Section Modeling fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Disclosure Management
  • Disclosure Management Configuration
  • Site Specific Section Modeling (PM)
Scenario 1: Disclosure Management - Validate Site specific fields
Specific Setup:
  • Using the "Disclosure Management Configuration" form, set up the system for Disclosure Management.
  • Using "Site Specific Section Modeling" form, add 3 fields of the type SS Disclosure Management Free Text to the Disclosure Management Disclosure section (PATIENT4000 (Disclosure Management) Disclosure).
  • Note: For NX only, on the Disclosure screen, once the items have been disclosed and viewed, you have to click 'Cancel' to go back to the main form to click "Submit" to finalize the process. This will be addressed in a future NX release to mimic the workflow in myAvatar.
Steps
  1. Open the "Disclosure Management" form.
  2. Fill out the Request, Authorization and Disclosure sections.
  3. In the "Disclosure" section, populate the site specific section modeling fields.
  4. Click "Process" button.
  5. Validate the correct items are included in the disclosure packet.
  6. Click "Disclose" button.
  7. Click the "Printer" icon.
  8. Print the disclosure packet.
  9. Return to the pre-display.
  10. Add another request, authorization, and disclosure.
  11. In the disclosure section, validate the site specific section modeling fields are blank after the last record was filed.
  12. Populate the site specific section modeling fields.
  13. Select "Other" in the "Disclosure Method" field.
  14. Set the "Disclosure Method - Specify Other" to "Mail".
  15. Click the "Process" button.
  16. Click the "Disclose" button.
  17. Return to the pre-display.
  18. Select a row in the pre-display.
  19. Click the "Delete" button.
  20. Validate the disclosure record is removed.
  21. Select one of the previously filed disclosure records that has a date in the "Disclosure Date" column.
  22. Click "Edit".
  23. Validate a message displays indicating the disclosure record was previously finalized because it has a disclosure date and can't be edited. It can only be displayed.
  24. Validate the Request, Authorization and Disclosure data is retrieved as it was entered, including the fields added via "Site Specific Section Modeling".
  25. Remain in the form by returning to the pre-display.
  26. Add another disclosure record.
  27. Fill out the request, authorization, and disclosure sections.
  28. In the disclosure section, Set "Disclosure Method" to "Electronic".
  29. Click the "Submit" button.
  30. Exit the form.
  31. Open the "Disclosure Management" form.
  32. In the disclosure record pre-display, select the disclosure record without a "Disclosure Date" that was just filed.
  33. Click the "Edit" button.
  34. Navigate to the "Disclosure" Section.
  35. Fill in the "Disclosure Date" and "Disclosure Time".
  36. Populate the site specific section modeling fields.
  37. Validate the "Disclosure Method" is set to "Electronic".
  38. Click the "Process" button.
  39. Click the "Disclose" button.
  40. Click the PDF download icon.
  41. Browse to the location on the server where you want to store the file.
  42. Give the file a name with a .pdf extension.
  43. Click the "Save" button.
  44. Validate a message pops up stating that once this Disclosure Management record is filed with a Disclosure Date entered it will no longer be available for edit. This record will only be available to view and print.
  45. Return to the pre-display.
  46. Validate a row was added to the disclosure pre-display.
  47. Exit the form.
Scenario 2: Disclosure Management - Field Validations
Specific Setup:
  • Using the "Disclosure Management Configuration" form, set up the first page image, watermark, and forms to associate to set up Disclosure Management.
Steps
  1. Open the "Disclosure Management" form.
  2. Populate all required and desired fields in the request, authorization, and the disclosure sections.
  3. Select "Electronic" in the "Disclosure Method" field.
  4. Click the "Process" button.
  5. Validate the appropriate items are included in the disclosure packet.
  6. Click "Disclose".
  7. Click the PDF download icon.
  8. Browse to the location to store the file on the server.
  9. Provide the file name with a .pdf file extension.
  10. Click the "Cancel" button.
  11. Click "Submit".
Topics
• Disclosure • NX • Site Specific Section Modeling