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Avatar Cal-PM 2022 Update 87

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Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2022 Update 65

Product Update Form Description

For non-MSE (Multiple Server Environment) systems, add the registry setting called "Client Demographics - Additional Fields" which will support 'Multi-Select Race' and 'Personal Pronouns' options. Remove the non-MSE registry setting "Add Multi-Select Race To Demographics" after setting "Client Demographics - Additional Fields" appropriately.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Personal Pronouns - Single Server Environment support
For non-Multiple Server Environment systems, add the registry setting called "Client Demographics - Additional Fields" which will support 'Multi-Select Race' and 'Personal Pronouns' options. Remove the non-MSE registry setting "Add Multi-Select Race To Demographics" after setting "Client Demographics - Additional Fields" appropriately.
Topics
• Admission • Admission (Outpatient) • Call Intake • NX • Pre Admit • Pre Admit Discharge • Update Client Data
 
Acceptance Tests
AV-84794 Summary | Details
Personal Pronouns - Single Server Environment support
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Registry Settings (PM)
  • Update Client Data
  • Admission (Outpatient)
  • Assign Permanent MR#
  • Call Intake
  • Pre Admit
  • Pre Admit Discharge
Scenario 1: 'Admission' form - Field Validation
Specific Setup:
  • Registry Setting "Avatar PM ->Client Information->Client Demographics->Client Demographics - Additional Fields is set to blank value.
  • Select a client that is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Admission' form.
  2. Select an existing episode and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Admission' form.
  4. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  5. Enter/select values for all other required/desired fields in form.
  6. Validate the "Personal Pronouns" field isn't on the form.
  7. Click [Submit].
  8. Open the "Registry Settings" form.
  9. Set "Client Demographics - Additional Fields" to the value of "1&2".
  10. Click [Submit].
  11. Select "Client A" and access the 'Admission' form.
  12. Select an existing episode and click [Edit].
  13. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  14. Set the "Personal Pronouns" field to the desired value.
  15. Submit the form.
  16. Select "Client A" and access the 'Admission' form.
  17. Select the episode that was just edited.
  18. Validate the "Personal Pronouns" field display the value entered previously.
  19. Click [Discard].
  20. Access Crystal Reports or other SQL reporting tool.
  21. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  22. Validate the 'address_start_date' field is present and contains the previously filed value.
  23. Close the report.
  24. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  25. Validate the 'address_start_date' field is present and contains the previously filed value.
  26. Validate the 'personal_pronouns' field is present and contains the previously filed value
  27. Close the report.
Scenario 2: 'Admission (Outpatient)' - field validation
Specific Setup:
  • A client is enrolled in an existing outpatient episode (Client A).
  • Registry setting "Client Demographics - Additional Fields" is set to a blank value.
Steps
  1. Select "Client A" and access the 'Admission (Outpatient)' form.
  2. Select an existing episode and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Admission (Outpatient)' form.
  4. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  5. Validate the field "Personal Pronouns" isn't on the form.
  6. Enter/select values for all other required/desired fields in form.
  7. Click [Submit].
  8. Open the "Registry Settings" form.
  9. Registry setting "Client Demographics - Additional Fields" is set to include a "2".
  10. Select "Client A" and access the 'Admission (Outpatient)' form.
  11. Select an existing episode and click [Edit].
  12. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  13. Set the "Personal Pronouns" field to the desired value.
  14. Submit the form.
  15. Select "Client A" and access the 'Admission (Outpatient)' form.
  16. Validate the "Personal Pronouns" field displays the value previously filed.
  17. Access Crystal Reports or other SQL reporting tool.
  18. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  19. Validate the 'address_start_date' field is present and contains the previously filed value.
  20. Close the report.
  21. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  22. Validate the 'address_start_date' field is present and contains the previously filed value.
  23. Validate the 'personal_pronouns' field is present and contains the previously filed value.
  24. Close the report.
Scenario 3: 'Pre Admit' form - field validation
Specific Setup:
  • Registry setting "Client Demographics - Additional Fields" is set to a blank value.
  • An intake is processed for a new client using the "Call Intake" form.
  • Give the client from previous steps a Client ID by using the "Assign Permanent MR #" form.
Steps
  1. Select "Client A" and access the "Pre Admit" form.
  2. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Pre Admit' form.
  3. Validate the "Personal Pronouns" field doesn't exist on the form.
  4. Click [Discard].
  5. Registry setting "Client Demographics - Additional Fields" is set to include a "2".
  6. Select "Client A" and access the 'Pre Admit' form.
  7. Enter pre admit data.
  8. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  9. Enter data into the 'Personal Pronouns' field.
  10. Enter/select values for all other required/desired fields in form.
  11. Click [Submit].
  12. Select "Client A" and access the 'Pre Admit' form.
  13. Select an existing pre admit episode and click [Edit].
  14. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  15. Validate the "Personal Pronouns" field displays the data previously filed.
  16. Submit the form.
  17. Access Crystal Reports or other SQL reporting tool.
  18. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  19. Validate the 'address_start_date' field is present and contains the previously filed value.
  20. Close the report.
  21. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  22. Validate the 'address_start_date' field is present and contains the previously filed value.
  23. Validate the 'personal_pronouns' is present and contains the previously filed value.
  24. Close the report.
Scenario 4: 'Pre Admit Discharge' - field validation
Specific Setup:
  • Registry setting "Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields" must be set to a blank.
Steps
  1. Using the "Call Intake" form, enter in intake data.
  2. Using the "Assign Permanent MR #" to give the client from the previous step a permanent Client ID.
  3. Using the "Pre Admit" form, pre admiit the client.
  4. Select "Client A" and access the 'Pre Admit Discharge' form.
  5. Select an existing pre admit episode and click [Edit].
  6. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Pre Admit Discharge' form.
  7. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  8. Validate the "Persona Pronouns" field exists and is enabled.
  9. Enter data into the field.
  10. Enter/select values for all other required/desired fields in form.
  11. Click [Submit].
  12. Select "Client A" and access the 'Pre Admit Discharge' form.
  13. Select the discharged pre admit episode and click [Edit].
  14. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  15. Validate the 'Personal Pronouns' field displays the value from previously filed record.
  16. Close the form.
  17. Access Crystal Reports or other SQL reporting tool.
  18. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  19. Validate the 'address_start_date' field is present and contains the previously filed value.
  20. Close the report.
  21. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  22. Validate the 'address_start_date' field is present and contains the previously filed value.
  23. Validate the 'personal_pronouns' is present and contains the previously filed value
  24. Close the report.
Scenario 5: 'Call Intake' - field validation
Specific Setup:
  • Registry setting "Client Demographics - Additional Fields" is set to a blank value.
  • A client is enrolled in an existing Call Intake program (Client A).
Steps
  1. Select "Client A" and access the 'Call Intake' form.
  2. Select the existing call intake record and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Call Intake' form.
  4. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  5. Validate the "Personal Pronouns" field isn't on the form.
  6. Enter/select values for all other required/desired fields in form.
  7. Click [Submit].
  8. Registry setting "Client Demographics - Additional Fields" is set to include a "2" value.
  9. Select "Client A" and access the 'Call Intake' form.
  10. Select the existing call intake record and click [Edit].
  11. Populate the "Personal Pronouns" field.
  12. Submit the form.
  13. Select "Client A" and access the 'Call Intake' form.
  14. Select the existing call intake record and click [Edit].
  15. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  16. Validate the 'Personal Pronouns' field displays the value previously filed.
  17. Close the form.
  18. Access Crystal Reports or other SQL reporting tool.
  19. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  20. Validate the 'address_start_date' field is present and contains the previously filed value.
  21. Close the report.
  22. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  23. Validate the 'address_start_date' field is present and contains the previously filed value.
  24. Validate the 'personal_pronouns' field is present and contains the previously filed value.
  25. Close the report.
Scenario 6: 'Update Client Data' form - Verification of 'Client Demographics' form fields
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Registry setting "Client Demographics - Additional Fields" is set to a blank value.
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Ensure that 'Address Start Date' field is present.
  3. Enter a value in 'Address Start Date' field. Note that entering future dates will generate a pop up message indicating future dates are not allowed. Invalid dates will generate a pop-up message indicating the format is not valid.
  4. Validate the "Personal Pronouns" field doesn't exist.
  5. Populate any other desired fields.
  6. Click [Submit].
  7. Access the "Registry Settings" form.
  8. Set the registry setting "Client Demographics - Additional Fields" to "1&2".
  9. Click [Submit].
  10. Select "Client A" and access the 'Update Client Data' form.
  11. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  12. Set the "Personal Pronouns" field to desired value.
  13. Click [Submit].
  14. Submit the form.
  15. Select "Client A" and access the 'Update Client Data' form.
  16. Validate the "Personal Pronouns" field displays the file previously filed.
  17. Access Crystal Reports or other SQL reporting tool.
  18. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  19. Validate the 'address_start_date' field is present and contains the previously filed value.
  20. Close the report.
  21. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  22. Validate the 'address_start_date' field is present and contains the previously filed value.
  23. Validate the 'personal_pronounsA' field is present and contains the previously filed value.
  24. Close the report.
Topics
• Admission • Admission (Outpatient) • Call Intake • NX • Pre Admit • Pre Admit Discharge • Update Client Data