Avatar Cal-PM 2022 Update 60

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2022 Monthly Release 2022.04.00
RADplus 2022 Monthly Release 2022.04.00

Product Update Description

The Internal Referral process is added to Avatar Cal-PM by adding the 'Internal Referral Type Maintenance', 'Internal Client Referrals', 'Process Internal Referrals', and 'Internal Referral Waitlist' forms.

Required Updates

None

Included Updates

9, 10, 14, 15, 19, 21, 25, 28, 30, 37, 38, 40, 48, 50, 56, 58, 59

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-75328 Details \| User Acceptance Tests Internal Referral functionality The system is updated to support the Internal Referral process. Value Added: Clients will have the ability to efficiently process internal referrals within their organizations.	Topics • Internal Client Referrals • Internal Referral Waitlist • Process Internal Referrals • Referral

Acceptance Tests

AV-75328 Summary | Details

Internal Referral functionality

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

Internal Client Referrals
Process Internal Referrals
Admission (Outpatient)
Internal Referral Type Maintenance
Internal Referral Waitlist
Review To Do Item (PM)
Admission
Group Member Assignment
Table Definition (PM)
User Definition

Scenario 1: Validate clients listed in the 'Internal Referrals' widget on home view based on the user assignments to the internal referral.

Specific Setup:

User Definition:
Three users are created (i.e. User 1, User 2, and User 3).
Internal Referral Type Maintenance:
Add/Edit an internal referral type and add Users 1 and 2 to the list of 'Users To Receive Internal Referrals'.
An internal referral is filed for a client using the referral type edited in the 'Internal Referral Type Maintenance'.
Add the 'Internal Referrals' widget to the home view for both Users.

Steps

Log in to Avatar as User 1.
Verify that the client is displayed in the 'Internal Referrals' widget as this user is added to the referral type as a user to receive internal referrals.
Log in to Avatar as User 3.
Verify that the client is not displayed on the 'Internal Referrals' widget.
Log out.
Log in to Avatar as User 1.
Open the 'Internal Client Referrals' form.
Select the desired client in the 'Client Being Referred' field.
Select the Internal Referral Type category from Setup.
Select the desired value from the 'Internal Referral Type Being Requested' dropdown.
Click [Initiate Internal Referral Process] button.
Verify that the associated form is opened.
Select all the required field values and click [Submit].
Verify that the 'Client Being Referred' is cleared and empty.
Click [Discard].
Click [Yes].
Find the 'Internal Referrals' widget and click the [Refresh] button.
Verify that the created referral is shown in the internal referral widget for User 1.
Open the 'Process Internal Referrals' form.
Validate that the created referral is shown in the 'Internal Referral' grid.
Stay active in the Process internal referral form with User 1.
Open a new tab/window in the browser and login as User 2, who is associated with the referral type to route notification.
Find the 'Internal Referrals' widget and click the [Refresh] button.
Verify that the internal referral created by User 1 is shown in the internal referral widget of User 2.
Open the 'Process Internal Referrals' form.
Validate that the referral initiated by User 1 is shown in the 'Internal Referral' grid of User 2.
Switch back and open the process internal referral form for User 1.
Select the referral record from the grid.
Validate that all the respective details are present in the 'Internal Referral Information' text area.
Switch to the process internal referral form for User 2.
Select the referral record from the grid.
Verify that User 2 receives a popup warning stating: "Another user is currently processing the selected Internal Referral.".
Click [OK].
Switch back to the Process internal referral form of User 1.
Select [Accepted] in the Internal Referral Status radio group.
Enter any desired value in the 'Internal Referral Comments' text area.
Click the [Process Internal Referral] button.
Verify the success message is shown as 'The Internal Referral has been processed successfully.'
Click [OK].
Click [OK].
Verify the processed referral is removed from the 'Internal Referrals' grid of User 1.
Switch back to the Process internal referral for User 2 (Which was kept open and active).
Verify that User 2 sees the referral which got processed by User 1 in his 'Internal Referrals' grid.
Try selecting the referral record from the grid.
Verify that User 2 receives a popup stating: "Internal Referral has already been processed by another user. Please close and re-open the form.".
Verify that User 2 cannot select the record that was processed by User 1 (the row information does not load upon selection).
Find the 'Internal Referrals' widget and click the [Refresh] button.
Verify that the internal referral processed by User 1 is removed from the internal referral widget of User 2.

Scenario 2: 'Internal Client Referrals' - form validation

Specific Setup:

In the 'Internal Referral Type Maintenance' form, must have a referral type defined that is associated with a modeled form and a user associated with receiving the internal referrals.
A client must be enrolled in an existing episode (Client A).
The 'My To Do's' widget must be assigned to the myDay view.
The 'Internal Referrals' widget must be assigned to the myDay view.

Steps

Access the 'Internal Client Referrals' form.
Select "Client A" in the 'Client Being Referred' field.
Select any value in the 'Internal Referral Type Category' field.
Select any value in the 'Internal Referral Type Being Requested' field.
Select the desired episode.
Click [Initiate Internal Referral Process].
Validate the modeled form associated with the referral opens in a new window.
Populate the modeled form.
Click [Submit].
Validate the 'Internal Client Referrals' field remains open and the previous values have been cleared.
Access the 'Process Internal Referrals' form.
Select the row pertaining to "Client A" in the 'Internal Referral' grid.
Select "Accepted" in the 'Internal Referral Status' field.
Click [Process Internal Referral].
Validate a message is displayed stating "The Internal Referral has been processed successfully".
Click [OK]
Navigate to the 'My To Do's' widget.
Validate the referral 'To Do' generated by the modeled form is present in the users to 'My To Do's' list
Click [Review To Do Item].
Validate the 'To Do' information states "The Internal Referral for Client A has been Accepted".
Click [Reviewed] and [Submit].
Validate the 'To Do' is reviewed successfully and removed from the 'To Do' List.

Scenario 3: 'Internal Referral Waitlist' - Add/Edit Internal Referral Waitlist items (other referral type)

Specific Setup:

Have a modeled form that contains a "Non Scrolling Free Text" field designated as a "Referral Group Field" in form 'Table Definition'.
Have a referral type defined in "Internal Referral Type Maintenance" that is associated to that modeled form and a user associated to receive the internal referrals (Referral A). This should be set up to not go directly to Waitlist.
The waitlist for "Referral A" must have many clients.
Have a user (User A) who is a staff member who has client on his caseload (Client A) who was admitted in the system with "User A" as his 'Attending Practitioner'.
Have a client with a referral processed and in the 'Internal Referral Waitlist' form (Client B).
"User A" must have the 'My To Do's' widget on the myDay view and be logged in.

Steps

Access the 'Internal Client Referrals' form.
Enter "Client A" in the 'Client Being Referred' field.
Populate field 'Internal Referral Type Category' with desired value.
Select "Referral A" in the 'Internal Referral Type Being Requested' field.
Select the desired value the 'Episode' field.
Click [Initiate Internal Referral Process].
Validate the modeled form associated with the referral is displayed.
Populate the modeled form with desired data.
Click [Submit].
Validate the form files successfully.
Access the 'Process Internal Referrals' form.
Validate the 'Internal Referral' field contains the referral for "Client A".
Select the desired column header and verify the entries sort as expected.
Select the referral for "Client A".
Validate the 'Internal Referral Information' field displays data for "Client A".
Select "Waitlist" in the 'Internal Referral Status' field.
Click [Process Internal Referral].
Validate a message stating: "The Internal Referral has been processed Successfully."
Click [OK].
Validate the 'Internal Referral' field does not contain the referral for "Client A".
Access the 'Internal Referral Waitlist' form.
Validate the form loads in a timely manner.
Validate the 'Internal Referral' field contains the referral for "Client A".
Select the referral for "Client A" and validate the 'Internal Referral Information' field displays as expected.
Select "Removed" in the 'Waitlist Status' field.
Select any value in the 'Reason for Removal' field.
Click [Process Waitlist Item].
Validate a message stating: "The Internal Referral has been processed Successfully."
Click [OK].
Validate the 'Internal Referral' field does not contain the referral for "Client A".
Select the referral for "Client B" and validate the 'Internal Referral Information' field displays as expected.
Select "Closed (Send To Do Item)" in the 'Waitlist Status' field
Select any value in the 'Reason for Closure' field.
Click [Process Waitlist Item].
Validate a message stating: "The Internal Referral has been processed Successfully."
Click [OK].
Validate the 'Internal Referral' field does not contain the referral for "Client B".
Select "Add" in the 'Add of Edit' field.
Select "Client A" in the 'Select Client' field.
Select the desired value in the 'Episode' field.
Select "Referral A" in the Waitlist Type' field.
Click [Process Waitlist Item].
Validate the 'Internal Referral' field contains the new referral for "Client A".
Close the form.
Navigate to the 'My To Do's' widget.
Validate the 'Additional ToDo's' field contains the referral for "Client B".
Click [Review To Do Item].
Validate the 'To Do Information' field contains the corresponding values.
Click [Reviewed - Set To Do Item to Reviewed] and [Submit].
Validate the 'ToDo' is reviewed successfully and removed from the 'Additional ToDo's' field.
Close the 'ToDo's' and close the open forms.

Scenario 4: Internal Referral Type Maintenance - Validating all the 'Internal Referral Type Category'

Specific Setup:

Form Definition:
Create or identify an existing a user-defined (modeled) form that collects the additional referral information needed to approve or reject a referral. Note the form name and Table name.
The form must contain a Non Scrolling Free Text data element that has been configured in Table Definition as a Referral Group. Note the field name.
Table Definition:
A Non Scrolling Free Text data element that has been configured as a Referral Group. Note the field name.
Admission:
Create a new client or identify an existing client. Note the client id, name.

Steps

Open the 'Internal Referral Type Maintenance' form.
Select 'Add Internal Referral type' in the 'Add Or Edit Internal Referral Type' field.
Verify the 'Internal Referral Type Code' field displays the identification code assigned to the referral type.
Enter desired name in the 'Internal Referral Type Name' field. Note the name.
Select 'Program' in the 'Internal Referral Type Category' field.
Select desired program from the 'Program' field.
Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
Select desired user from the 'Select User' search box.
Click [Add User].
Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
Click [Submit].
Select 'Yes' to 'Form Return' Message.
Enter desired name in the 'Internal Referral Type Name' field. Note the name.
Select 'Group' in the 'Internal Referral Type Category' field.
Select desired group from the 'Group' field. Note the group name/code.
Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
Select desired user from the 'Select User' search box.
Click [Add User].
Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
Click [Submit].
Select 'Yes' to 'Form Return' Message.
Enter desired name in the 'Internal Referral Type Name' field. Note the name.
Select 'Team' in the 'Internal Referral Type Category' field.
Select desired team from the 'Team' field. Note the team name/code.
Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
Select desired user from the 'Select User' search box.
Click [Add User].
Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
Click [Submit].
Select 'Yes' to 'Form Return' Message.
Enter desired name in the 'Internal Referral Type Name' field. Note the name.
Select 'Other' in the 'Internal Referral Type Category' field.
Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
Select desired user from the 'Select User' search box.
Click [Add User].
Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
Click [Submit].
Select 'No' to 'Form Return' Message.
Open the 'Internal Client Referral' form.
Select desired client in the 'Client Being Referred' field.
Select 'Program' in the 'Internal Referral Type Category' field.
Validate the 'Internal Referral Type Being Requested' field displays only the 'Program' type referrals.
Select desired referral type from the 'Internal Referral Type Being Requested' field.
Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field.
The Internal Referral Type Description field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
Validate the 'Internal Referral Program' field is marked as a required field and it is auto populated with the program selected in the 'Internal Referral Type Maintenance' form.
Select 'Group' in the 'Internal Referral Type Category' field.
Validate the 'Internal Referral Type Being Requested' field displays only the 'Group' type referrals.
Select desired referral type from the 'Internal Referral Type Being Requested' field.
Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field.
The Internal Referral Type Description field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
Validate the 'Internal Referral Group' field is marked as a required field and it is auto populated with the group selected in the 'Internal Referral Type Maintenance' form.
Select 'Team' in the 'Internal Referral Type Category' field.
Validate the 'Internal Referral Type Being Requested' field displays only the 'Team' type referrals.
Select desired referral type from the 'Internal Referral Type Being Requested' field.
Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field.
The 'Internal Referral Type Description' field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
Validate the 'Internal Referral Team' field is marked as a required field and it is auto populated with the team selected in the 'Internal Referral Type Maintenance' form.
Close the form.

Scenario 5: Internal Client Referrals - Internal Referral Type Category = None

Specific Setup:

Form Definition:
Create or identify an existing user-defined (modeled) form that collects the additional referral information needed to approve or reject a referral. Note the form name and Table name.
The form must contain a Non-Scrolling Free Text data element that has been configured in Table Definition as a Referral Group. Note the field name.
Table Definition:
A Non-Scrolling Free Text data element that has been configured as a Referral Group. Note the field name.
Admission:
Create a new client or identify an existing client. Note the client ID, and name.
The 'My To Do's' widget must be assigned to the myDay view.
The 'Internal Referrals' widget must be assigned to the myDay view.

Steps

Open the 'Internal Referral Type Maintenance' form.
Select 'Add Internal Referral type' in the 'Add Or Edit Internal Referral Type' field.
Verify the 'Internal Referral Type Code' field displays the identification code assigned to the referral type.
Enter the desired name in the 'Internal Referral Type Name' field. Note the name.
Do not select any category in the 'Internal Referral Type Category' field.
Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
Enter the desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
Select the desired user from the 'Select User' search box.
Click [Add User].
Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
Click [Submit].
Open the 'Internal Client Referral' form.
Select the desired client in the 'Client Being Referred' field.
Click the 'Internal Referral Type Being Requested' field and verify that all the available types are shown for selection.
Select the desired referral type from the 'Internal Referral Type Being Requested' field.
Select the client episode for which the referral is being made in the 'Episode' field.
The Internal Referral Type Description field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
Verify the 'Internal Referral Group' field is not marked as a required field.
Verify the 'Internal Referral Program' field is not marked as a required field.
Verify the 'Internal Referral Team' field is not marked as a required field.
Click [Initiate Referral Process].
Verify the modeled form associated with this referral will open automatically.
Enter the appropriate information in the form.
Click [Submit].
Close the 'Internal Client Referral' form.
Locate to the 'Internal Referrals' widget.
Verify that the 'Internal Referral' made is shown in the respective user's 'Internal Referrals' widget.
Open the 'Process Internal Referral' form.
Verify the 'Internal Referral' grid displays all referrals with an open status that has been assigned to the user.
Verify the 'Internal Referral Information' field displays additional details about the referral.
Select the desired status from the 'Internal Referral Status' field.
Enter desired comments in the 'Internal Referral Comments' field. Note the comment.
Click [Process Internal Referral].
Locate to the To Do widget.
Verify the To-do is generated for the client.
Review the To-Do item.
Verify the comments appear in the To-Do alert for the user who initiated the referral.

Scenario 6: Process Internal Referrals

Specific Setup:

Form Definition:
Create or identify an existing user-defined (modeled) form that collects the additional referral information needed to approve or reject a referral. Note the form name and Table name.
The form must contain a Non-Scrolling Free Text data element that has been configured in Table Definition as a Referral Group. Note the field name.
Table Definition:
A Non-Scrolling Free Text data element that has been configured as a Referral Group. Note the field name.
Admission:
Create a new client or identify an existing client. Note the client id, name, and admission program value/code.
Internal Referral type maintenance:
The desired internal referral type is created to be used for the client. Note the referral type.
Internal Client Referral :
Internal client referral created for the desired client using the referral type created.
The 'My To Do's' widget must be assigned to the myDay view.
The 'Internal Referrals' widget must be assigned to the myDay view.

Steps

Open the 'Process Internal Referrals' form.
Verify that the form lists initiated the referrals ready to be processed in a grid.
From the list to be processed the user will be able to assign a new status of 'Accepted', 'Rejected', 'Rejected – More Information Needed' or 'Waitlist'.
Select desired internal referral in the grid.
Verify the fields listed in the 'Internal Referral Information' section contains the code and value of the field.
Select desired status.
Click [Process Internal Referral].
Verify the referral processed successfully.
Ensure it is removed from the grid.
Ensure that a to do item is sent back to user that filed 'Internal Client Referrals' form.

Topics

• Internal Client Referrals • Internal Referral Waitlist • Process Internal Referrals • Referral