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Avatar Cal-PM 2022 Update 91

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Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar CareFabric 2022 Update 78

Product Update Form Description

The following changes are made: 1) The new field 'Address Start Date' is added to the 'Admission' and 'Update Client Data' forms. The SQL tables 'SYSTEM.patient_current_demographics', 'SYSTEM.patient_demographic_history', Client Admission and Client Demographics web services are updated accordingly. 2) The new extended dictionaries 'Encounter Discharge (FHIR)' off of the 'Type Of Discharge' dictionary (Client File, field# 970), 'Program (FHIR)' off of the 'Treatment Service' dictionary (Client File, field# 101), and 'Service Type (FHIR)' off of the 'RRG' dictionary (Client File, field# 1141) are added.

Included Updates

3, 9, 10, 14, 15, 19, 21, 25, 28, 30, 37, 38, 40, 42, 43, 45, 48, 50, 56, 58, 59, 62, 65, 68, 72, 76, 77, 80, 81, 85, 86, 89

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Avatar Cal-PM is updated to capture additional information
The 'Address Start Date' field is added to the demographics section of the 'Admission', 'Admission (Outpatient)', 'Discharge', 'Discharge (Outpatient)', 'Pre Admit', 'Pre Admit Discharge', 'Call Intake', and 'Update Client Data' forms. The 'SYSTEM.patient_current_demographics' SQL table, 'SYSTEM.patient_demographic_history' SQL table, 'Client Admission' web service, and 'Client Demographics' web service are updated accordingly.
In addition, new extended dictionaries are added for the following dictionaries:
- "Encounter Discharge (FHIR)" off of the 'Type of Discharge' dictionary.
- "Program (FHIR)" off of the 'Treatment Service' dictionary.
- "Service Type (FHIR)" off of the 'RRG' dictionary.
Value Added: The ability to capture additional information.
Topics
• Admission • Admission (Outpatient) • Call Intake • Dictionary • Discharge • Pre Admit • Pre Admit Discharge • Update Client Data • Web Services
 
Acceptance Tests
AV-82677 Summary | Details
Avatar Cal-PM is updated to capture additional information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Discharge (Outpatient)
  • Update Client Data
  • Admission (Outpatient)
  • Discharge
  • Pre Admit
  • Pre Admit Discharge
  • Call Intake
  • Client Admission Web Service
  • Dictionary Update (PM)
Scenario 1: 'Admission' form - Field Validation
Specific Setup:
  • A client 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. Click [Submit].
  7. Select "Client A" and access the 'Admission' form.
  8. Select an existing episode and click [Edit].
  9. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  10. Close the form.
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  13. Validate the 'address_start_date' field is present and contains the previously filed value.
  14. Close the report.
  15. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  16. Validate the 'address_start_date' field is present and contains the previously filed value.
  17. Close the report.
Scenario 2: 'Admission (Outpatient)' - field validation
Specific Setup:
  • A client is enrolled in an existing outpatient episode (Client A).
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. Enter/select values for all other required/desired fields in form.
  6. Click [Submit].
  7. Select "Client A" and access the 'Admission (Outpatient)' form.
  8. Select an existing episode and click [Edit].
  9. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  10. Close the form.
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  13. Validate the 'address_start_date' field is present and contains the previously filed value.
  14. Close the report.
  15. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  16. Validate the 'address_start_date' field is present and contains the previously filed value.
  17. Close the report.
Scenario 3: 'Discharge' form - Field Validation
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Select an existing episode and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Discharge' 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. Click [Submit].
  7. Select "Client A" and access the 'Discharge' form.
  8. Select the discharged episode and click [Edit].
  9. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  10. Close the form.
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  13. Validate the 'address_start_date' field is present and contains the previously filed value.
  14. Close the report.
  15. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  16. Validate the 'address_start_date' field is present and contains the previously filed value.
  17. Close the report.
Scenario 4: 'Discharge (Outpatient)' - Field Validations
Specific Setup:
  • A client is enrolled in an existing outpatient episode (Client A).
Steps
  1. Select "Client A" and access the 'Discharge (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 'Discharge (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. Enter/select values for all other required/desired fields in form.
  6. Click [Submit].
  7. Select "Client A" and access the 'Discharge (Outpatient)' form.
  8. Select the discharged episode and click [Edit].
  9. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  10. Close the form.
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  13. Validate the 'address_start_date' field is present and contains the previously filed value.
  14. Close the report.
  15. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  16. Validate the 'address_start_date' field is present and contains the previously filed value.
  17. Close the report.
Scenario 5: 'Pre Admit' form - field validation
Specific Setup:
  • A client is enrolled in an existing Pre Admit program (Client A).
Steps
  1. Select "Client A" and access the 'Pre Admit' form.
  2. Select an existing pre admit episode and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Pre Admit' 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. Click [Submit].
  7. Select "Client A" and access the 'Pre Admit' form.
  8. Select an existing pre admit episode and click [Edit].
  9. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  10. Close the form.
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  13. Validate the 'address_start_date' field is present and contains the previously filed value.
  14. Close the report.
  15. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  16. Validate the 'address_start_date' field is present and contains the previously filed value.
  17. Close the report.
Scenario 6: 'Pre Admit Discharge' - field validation
Specific Setup:
  • A client is enrolled in an existing Pre Admit program (Client A).
Steps
  1. Select "Client A" and access the 'Pre Admit Discharge' form.
  2. Select an existing pre admit episode and click [Edit].
  3. Ensure that 'Address Start Date' field is present in the 'Demographics' section of the 'Pre Admit Discharge' 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. Click [Submit].
  7. Select "Client A" and access the 'Pre Admit Discharge' form.
  8. Select the discharged pre admit episode and click [Edit].
  9. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  10. Close the form.
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  13. Validate the 'address_start_date' field is present and contains the previously filed value.
  14. Close the report.
  15. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  16. Validate the 'address_start_date' field is present and contains the previously filed value.
  17. Close the report.
Scenario 7: 'Call Intake' - field validation
Specific Setup:
  • 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. Enter/select values for all other required/desired fields in form.
  6. Click [Submit].
  7. Select "Client A" and access the 'Call Intake' form.
  8. SaveSelect the existing call intake record and click [Edit].
  9. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  10. Close the form.
  11. Access Crystal Reports or other SQL reporting tool.
  12. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  13. Validate the 'address_start_date' field is present and contains the previously filed value.
  14. Close the report.
  15. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  16. Validate the 'address_start_date' field is present and contains the previously filed value.
  17. Close the report.
Scenario 8: 'Update Client Data' form - Verification of 'Client Demographics' form fields
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
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. Populate any other desired fields.
  5. Click [Submit].
  6. Select "Client A" and access the 'Update Client Data' form.
  7. Validate the 'Address Start Date' field displays 'Address Start Date' value from previously filed record.
  8. Close the form.
  9. Access Crystal Reports or other SQL reporting tool.
  10. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  11. Validate the 'address_start_date' field is present and contains the previously filed value.
  12. Close the report.
  13. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  14. Validate the 'address_start_date' field is present and contains the previously filed value.
  15. Close the report.
Scenario 9: Client Admission Web Service - Add Admission field validation
Specific Setup:
  • External application utilizing the Avatar Cal-PM 'ClientAdmission' web service
Steps
  1. In use of the Avatar Cal-PM Client Admission web service (WEBSVC.ClientAdmission.cls), ensure that the following items/elements are present in web service definition for AddAdmission method:
  2. AdmissionDate ('Preadmit/Admission Date')
  3. AdmissionTime ('Preadmit/Admission Time')
  4. AdmittingPractitioner ('Admitting Practitioner')
  5. ClientFirstName ('Client First Name')
  6. ClientLastName ('ClientLastName')
  7. ClientName ('ClientName')
  8. Program ('Program')
  9. Sex ('Sex')
  10. TypeOfAdmission ('Type of Admission')
  11. AddressStartDate ('Address Start Date')
  12. ClientAddressStreet ('Client's Address - Street')
  13. ClientAddressCity ('Client's Address - City')
  14. ClientAddressState ('Client's Address - State')
  15. ClientAddressZipcode ('Client's Address - Zipcode')
  16. Submit Client Admission 'AddAdmission' web service request.
  17. In Client Admission web service response, ensure that successful filing confirmation message is returned (including client/episode information).
  18. Access the 'Admission' form.
  19. Select client admitted via web service.
  20. Ensure that values filed via web service for items/elements noted above are present in respective fields in 'Admission' form.
Scenario 10: Avatar Cal-PM 'ClientDemographics' Web Service - Verification of Web Service Filing
Specific Setup:
  • External application utilizing the Avatar Cal-PM 'ClientDemographics' web service.
  • A client is enrolled in an existing episode.
Steps
  1. In use of the Avatar Cal-PM Client Demographics web service (WEBSVC.ClientDemographics.cls), ensure that the following items/elements are present in web service definition for UpdateClientDemographics method:
  2. ClientAddressCity ('Client's Address - City')
  3. ClientAddressState ('Client's Address - State')
  4. ClientAddressStreet ('Client's Address - Street')
  5. ClientAddressZipcode ('Client's Address - Zipcode')
  6. Address Start Date ('Address Start Date')
  7. Submit Client Demographics 'UpdateClientDemographics' web service request.
  8. In Client Demographics web service response, ensure that successful filing confirmation message is returned (including client/episode information).
  9. Example:
  10. <UpdateClientDemographicsResult><Confirmation><![CDATA[<Confirmation><Guid>DC13D9A3-4606-4465-8888-31FF4E7A6917</Guid><UTCTimeStamp>2022-12-12 19:34:05</UTCTimeStamp></Confirmation>]]></Confirmation><Message>Client Demographics web service has been filed successfully.</Message><Status>1</Status></UpdateClientDemographicsResult>
  11. Access the 'Update Client Data' form.
  12. Select client filed via web service.
  13. Ensure that values filed via web service for items/elements noted above are present in respective fields.
Scenario 11: Cal-PM - Dictionary Update - Validate the 'Type Of Discharge' dictionary
Specific Setup:
  • Existing dictionary values on file for the 'Client' - '(970) Type of Discharge' dictionary.
Steps
  1. Access the 'Dictionary Update' form.
  2. Select "Client" in the 'File' field.
  3. Select "(970) Type of Discharge" in the 'Data Element' field.
  4. Enter an existing code in the 'Dictionary Code' field.
  5. Validate the 'Dictionary Value' field populates accordingly.
  6. Validate the 'Extended Dictionary Data Element' field contains "(739) Encounter Discharge (FHIR)" and select it.
  7. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  8. Click [Apply Changes].
  9. Validate a message is displayed stating: Filed!
  10. Click [OK].
  11. Select the "Print Dictionary" section.
  12. Select "Client" in the 'File' field.
  13. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  14. Select "(970) Type of Discharge" in the 'Data Element' field.
  15. Click [Print Dictionary].
  16. Validate the report displays the updated dictionary with the "(739) Encounter Discharge (FHIR)" extended dictionary value populated.
  17. Close the report and the form.
Scenario 12: Cal-PM - Dictionary Update - Validate the 'Treatment Service' dictionary
Specific Setup:
  • Existing dictionary values on file for the 'Client' - '(101) Treatment Service' dictionary.
Steps
  1. Access the 'Dictionary Update' form.
  2. Select "Client" in the 'File' field.
  3. Select "(101) Treatment Service" in the 'Data Element' field.
  4. Enter an existing code in the 'Dictionary Code' field.
  5. Validate the 'Dictionary Value' field populates accordingly.
  6. Validate the 'Extended Dictionary Data Element' field contains "(740) Program (FHIR)" and select it.
  7. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  8. Click [Apply Changes].
  9. Validate a message is displayed stating: Filed!
  10. Click [OK].
  11. Select the "Print Dictionary" section.
  12. Select "Client" in the 'File' field.
  13. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  14. Select "(101) Treatment Service" in the 'Data Element' field.
  15. Click [Print Dictionary].
  16. Validate the report displays the updated dictionary with the "(740) Program (FHIR)" extended dictionary value populated.
  17. Close the report and the form.
Scenario 13: Cal-PM - Dictionary Update - Validate the 'RRG' dictionary
Specific Setup:
  • Existing dictionary values on file for the 'Client' - '(1141) RRG' dictionary.
Steps
  1. Access the 'Dictionary Update' form.
  2. Select "Client" in the 'File' field.
  3. Select "(1141) RRG" in the 'Data Element' field.
  4. Enter an existing code in the 'Dictionary Code' field.
  5. Validate the 'Dictionary Value' field populates accordingly.
  6. Validate the 'Extended Dictionary Data Element' field contains "(741) Service Type (FHIR)" and select it.
  7. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  8. Click [Apply Changes].
  9. Validate a message is displayed stating: Filed!
  10. Click [OK].
  11. Select the "Print Dictionary" section.
  12. Select "Client" in the 'File' field.
  13. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  14. Select "(1141) RRG" in the 'Data Element' field.
  15. Click [Print Dictionary].
  16. Validate the report displays the updated dictionary with the "(741) Service Type (FHIR)" extended dictionary value populated.
  17. Close the report and the form.
Topics
• Admission • Admission (Outpatient) • Call Intake • Dictionary • Discharge • Pre Admit • Pre Admit Discharge • Update Client Data • Web Services
Table Changes
Table Column Change
SYSTEM.patient_demographic_history address_start_date added
SYSTEM.patient_current_demographics address_start_date added