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Avatar Cal-PM 2023 Update 38

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Product Requirements / Recommendations

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Product Update Form Description

The following changes are made: 1) The property 'gender_identity_code' has had its maximum length increased to 20 in the 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history' tables. 2) The property 'gender_identity_value' has had its maximum length increased to 60 in the following tables: 'SYSTEM.patient_current_demographics', 'SYSTEM.patient_demographic_history', 'SYSTEM.view_episode_summary_admit', 'SYSTEM.view_episode_summary_current', 'SYSTEM.view_episode_summary_discharge'. 3) A new property 'FAMID' has been added to the 'SYSTEM.patient_current_demographics' table, which contains the most recently modified family ID associated with 'PATID'.

Included Updates

13

Required Updates

None

Details
NEW2 CHANGED0 FIXED0
New (2)
Database Management - Tables
A new property 'FAMID' has been added to the 'SYSTEM.patient_current_demographics' table, which contains the most recently modified family ID associated with 'PATID'.
Value Added: The 'FAMID' filed will contain the most recent Family ID that the patient is associated to.
Topics
• Family Registration • NX
 
Database Management - tables
  1. The property 'gender_identity_code' has had its maximum length increased to 20 in the 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history' tables.
  2. The property 'gender_identity_value' has had its maximum length increased to 60 in the following tables: 'SYSTEM.patient_current_demographics', 'SYSTEM.patient_demographic_history', 'SYSTEM.view_episode_summary_admit', 'SYSTEM.view_episode_summary_current', 'SYSTEM.view_episode_summary_discharge'TID'.
Value Added: Better reporting is available for the 'gender_identity_code' and 'gender_identity_value'
Topics
• Admission • Admission (Outpatient) • Client Management • Database Management • Discharge • NX • Pre Admit • Pre Admit Discharge • Update Client Data
 
Acceptance Tests
AV-87261 Summary | Details
Database Management - Tables
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Crystal Reports or other SQL Reporting tool (PM Namespace)
  • Dynamic Form - Admission - Client
  • Family Registration (CAL)
Scenario 1: Family ID - 'SYSTEM.patient_current_demographics' table
Specific Setup:
  • Family Registration: Select an active family. Identify an active member.
  • Query the 'SYSTEM.patient_current_demographics' table specific to the client. Note the value of the 'FAMIID' field, which is the current family ID.
Steps
  1. Open 'Family Registration'.
  2. Select the family that was selected in 'Setup'.
  3. Select the member that was identified in 'Setup'.
  4. Enter a value in 'End Date Of Family Membership' that is prior to the current date.
  5. Click [Submit].
  6. Open 'Family Registration'.
  7. Select a different family.
  8. Add the member that was identified in 'Setup'. Enter a 'Start Date Of Family Membership' that is after the 'End Date Of Family Membership' in the previous family.
  9. Click [Submit].
  10. Query the 'SYSTEM.patient_current_demographics' table specific to the client. Note the value of the 'FAMIID' field, which is the new family ID.
Topics
• Family Registration • NX
AV-90077 Summary | Details
Database Management - tables
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form and Table Documentation (PM)
  • Admission (Outpatient)
  • Crystal Reports or other SQL Reporting tool (PM Namespace)
  • Update Client Data
  • Discharge (Outpatient)
Scenario 1: Form and Table Documentation - 'gender_identity_code' and 'gender_identity_value'
Steps
  1. Open 'Form and Table Documentation.
  2. Select 'Table' in 'Type of Documentation'.
  3. Select the 'SYSTEM.patient_current_demographics'.
  4. Click [Process].
  5. Click 'Search' and enter 'gender'.
  6. Click the search icon.
  7. Validate the the form contains:
  8. gender_identity_code String 20 Patient's Gender Identity code
  9. gender_identity_value String 60 Y Patient's Gender Identity value
  10. Repeat for the 'SYSTEM.patient_demographic_history'.
  11. Validate that the 'gender_identity_value' field contains a value of '60' for the following tables:
  12. 'SYSTEM.patient_current_demographics'
  13. 'SYSTEM.patient_demographic_history'
  14. 'SYSTEM.view_episode_summary_admit'
  15. 'SYSTEM.view_episode_summary_current'
  16. 'SYSTEM.view_episode_summary_discharge'.
  17. Close the form.
Scenario 2: Avatar Cal-PM 'Admission' - Verification of Demographic Gender Identity/Sexual Orientation Fields
Specific Setup:
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  2. In Client Search form, enter values for client search criteria and click 'Search' button.
  3. Click 'New Client' button for Admission form entry/new client creation (or select Client Search result row for existing client Admission entry/update).
  4. Enter/select values for 'Client Name', 'Sex', 'Preadmit/Admission Date', 'Preadmit/Admission Time', 'Program', 'Type Of Admission', 'Admitting Practitioner' and any other required/desired fields in main form section.
  5. Navigate to 'Demographics' section of form.
  6. Ensure that the following fields are present in 'Demographics' section of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form:
  7. 'Gender Identity'
  8. 'Gender Identity (Please Describe)'
  9. 'Sexual Orientation'
  10. 'Sexual Orientation (Please Describe)'
  11. Select value in 'Gender Identity' field.
  12. Ensure that the 'Gender Identity (Please Describe)' field is enabled and required if value 'Additional gender category or other, please specify' is selected in 'Gender Identity' field; enter value in 'Gender Identity (Please Describe)' field if enabled/required.
  13. Ensure that the ‘Sexual Orientation’ field is conditionally required/not required based on selected Program value (according to ‘Require Sexual Orientation Response During Admission?’ field Avatar Cal-PM ‘Program Maintenance’ form).
  14. Select value in 'Sexual Orientation' field.
  15. Ensure that the 'Sexual Orientation (Please Describe)' field is enabled and required if value 'Something else, please describe' is selected in 'Sexual Orientation' field; enter value in 'Sexual Orientation (Please Describe)' field if enabled/required.
  16. 'Ensure that the 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' field is not present/is removed from 'Demographics' section of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  17. Enter value in 'Preferred Name' field.
  18. Ensure that if invalid spacing/characters are included in 'Preferred Name' value, the entry is disallowed and user is presented with an error dialog noting 'Invalid Format: Limited to alphabetic characters with an optional intervening space, hyphen or apostrophe.'
  19. Enter/select values for any other fields in form as required/desired.
  20. Click 'Submit' button to file 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form.
  21. Re-open Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form for same client/episode as filed above.
  22. Navigate to 'Demographics' section of form.
  23. Ensure that previously filed values are present in 'Gender Identity', 'Gender Identity (Please Describe)', 'Sexual Orientation', 'Sexual Orientation (Please Describe)' and 'Preferred Name' fields.
  24. Note - Client Demographic field values filed in 'Admission', 'Admission (Outpatient)' or 'Pre Admit' forms may also be confirmed via the Avatar Cal-PM 'Update Client Data' form.
  25. Open Crystal Reports or other SQL reporting tool.
  26. In Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history', ensure that values are present for all information filed via Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form including the following fields:
  27. 'gender_identity_code' / 'gender_identity_value'
  28. 'gender_identity_other'
  29. 'sexual_orientation_code' / 'sexual_orientation_value'
  30. 'sexual_orientation_other'
  31. In Avatar Cal-PM SQL tables 'SYSTEM.view_episode_summary_admit' and 'SYSTEM.view_episode_summary_current', ensure that values are present for all information filed via Avatar Cal-PM 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form including the following fields:
  32. 'gender_identity_code' / 'gender_identity_value'
  33. 'gender_identity_other'
  34. 'sexual_orientation_code' / 'sexual_orientation_value'
  35. 'sexual_orientation_other'

Note - myAvatar/Avatar NX 'Form Designer' changes for the Gender Identify/Sexual Orientation fields noted above are included in Avatar Cal-PM 2022 Update 80; It may be necessary to revert to the 'Netsmart Produced Changes' Form Designer version for the 'Demographics' and/or 'Other Client Data' sections of 'Admission', 'Admission (Outpatient)' or 'Pre Admit' form for field changes above to be reflected if not present/reflected following Avatar Cal-PM 2022 Update 80 installation.

Scenario 3: Avatar Cal-PM 'Update Client Data' - Verification of Demographic Gender Identity/Sexual Orientation Fields
Specific Setup:
  • Existing Avatar Cal-PM client record(s) for Demographic information view/update
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Update Client Data' form.
  2. Select existing client for Demographic information update.
  3. Ensure that the following fields are present in 'Demographics' section of 'Update Client Data' form (main form section):
  4. 'Gender Identity'
  5. 'Gender Identity (Please Describe)'
  6. 'Sexual Orientation'
  7. 'Sexual Orientation (Please Describe)'
  8. Ensure that fields noted above are populated with existing Client Demographic values/information in form display.
  9. Select value in 'Gender Identity' field.
  10. Ensure that the 'Gender Identity (Please Describe)' field is enabled and required if value 'Additional gender category or other, please specify' is selected in 'Gender Identity' field; enter value in 'Gender Identity (Please Describe)' field if enabled/required.
  11. Select value in 'Sexual Orientation' field.
  12. Ensure that the 'Sexual Orientation (Please Describe)' field is enabled and required if value 'Something else, please describe' is selected in 'Sexual Orientation' field; enter value in 'Sexual Orientation (Please Describe)' field if enabled/required.
  13. 'Ensure that the 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' field is not present/is removed from 'Update Client Data' form.
  14. Enter value in 'Preferred Name' field.
  15. Ensure that if invalid spacing/characters are included in 'Preferred Name' value, the entry is disallowed and user is presented with an error dialog noting 'Invalid Format: Limited to alphabetic characters with an optional intervening space, hyphen or apostrophe.'
  16. Enter/select values for any other fields in form as required/desired.
  17. Click 'Submit' button to file 'Update Client Data form.
  18. Re-open Avatar Cal-PM 'Update Client Data' form for same client as filed above.
  19. Ensure that previously filed values are present in 'Gender Identity', 'Gender Identity (Please Describe)', 'Sexual Orientation', 'Sexual Orientation (Please Describe)' and 'Preferred Name' fields.
  20. In Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history', ensure that values are present for all information filed via Avatar Cal-PM 'Update Client Data' form including the following fields:
  21. 'gender_identity_code' / 'gender_identity_value'
  22. 'gender_identity_other'
  23. 'sexual_orientation_code' / 'sexual_orientation_value'
  24. 'sexual_orientation_other'
  25. In Avatar Cal-PM SQL tables 'SYSTEM.view_episode_summary_admit' and 'SYSTEM.view_episode_summary_current', ensure that values are present for all information filed via Avatar Cal-PM 'Update Client Data' form including the following fields:
  26. 'gender_identity_code' / 'gender_identity_value'
  27. 'gender_identity_other'
  28. 'sexual_orientation_code' / 'sexual_orientation_value'
  29. 'sexual_orientation_other'

Note - myAvatar/Avatar NX 'Form Designer' changes for the Gender Identity/Sexual Orientation fields noted above are included in Avatar Cal-PM 2022 Update 80; It may be necessary to revert to the 'Netsmart Produced Changes' Form Designer version for the 'Update Client Data' form for field changes above to be reflected if not present/reflected following Avatar Cal-PM 2022 Update 80 installation.

Scenario 4: Avatar Cal-PM 'Discharge' - Verification of Demographic Gender Identity/Sexual Orientation Fields
Specific Setup:
  • Existing Avatar Cal-PM client/episode record(s) for 'Discharge', 'Discharge (Outpatient)' and/or 'Pre Admit Discharge' entry
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form.
  2. Select existing client/episode for Discharge entry.
  3. Enter/select values for 'Date Of Discharge', 'Discharge Time', 'Type Of Discharge', 'Discharge Practitioner' and any other required/desired fields in main form section.
  4. Navigate to 'Demographics' section of form.
  5. Ensure that the following fields are present in 'Demographics' section of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form:
  6. 'Gender Identity'
  7. 'Gender Identity (Please Describe)'
  8. 'Sexual Orientation'
  9. 'Sexual Orientation (Please Describe)'
  10. Ensure that fields noted above are populated with existing Client Demographic values/information in form display.
  11. Select value in 'Gender Identity' field.
  12. Ensure that the 'Gender Identity (Please Describe)' field is enabled and required if value 'Additional gender category or other, please specify' is selected in 'Gender Identity' field; enter value in 'Gender Identity (Please Describe)' field if enabled/required.
  13. Select value in 'Sexual Orientation' field.
  14. Ensure that the 'Sexual Orientation (Please Describe)' field is enabled and required if value 'Something else, please describe' is selected in 'Sexual Orientation' field; enter value in 'Sexual Orientation (Please Describe)' field if enabled/required.
  15. 'Ensure that the 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' field is not present/is removed from 'Demographics' section of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form.
  16. Enter value in 'Preferred Name' field.
  17. Ensure that if invalid spacing/characters are included in 'Preferred Name' value, the entry is disallowed and user is presented with an error dialog noting 'Invalid Format: Limited to alphabetic characters with an optional intervening space, hyphen or apostrophe.'
  18. Enter/select values for any other fields in form as required/desired.
  19. Click 'Submit' button to file 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form.
  20. Re-open Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form for same client/episode as filed above.
  21. Navigate to 'Demographics' section of form.
  22. Ensure that previously filed values are present in 'Gender Identity', 'Gender Identity (Please Describe)', 'Sexual Orientation', 'Sexual Orientation (Please Describe)' and 'Preferred Name' fields.
  23. Note - Client Demographic field values filed in 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' forms may also be confirmed via the Avatar Cal-PM 'Update Client Data' form.
  24. Open Crystal Reports or other SQL reporting tool.
  25. In Avatar Cal-PM SQL tables 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history', ensure that values are present for all information filed via Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form including the following fields:
  26. 'gender_identity_code' / 'gender_identity_value'
  27. 'gender_identity_other'
  28. 'sexual_orientation_code' / 'sexual_orientation_value'
  29. 'sexual_orientation_other'
  30. In Avatar Cal-PM SQL tables 'SYSTEM.view_episode_summary_admit', 'SYSTEM.view_episode_summary_current' and 'SYSTEM.view_episode_summary_discharge', ensure that values are present for all information filed via Avatar Cal-PM 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form including the following fields:
  31. 'gender_identity_code' / 'gender_identity_value'
  32. 'gender_identity_other'
  33. 'sexual_orientation_code' / 'sexual_orientation_value'
  34. 'sexual_orientation_other'

Note - myAvatar/Avatar NX 'Form Designer' changes for the Gender Identify/Sexual Orientation fields noted above are included in Avatar Cal-PM 2022 Update 80; It may be necessary to revert to the 'Netsmart Produced Changes' Form Designer version for the 'Demographics' and/or 'Other Client Data' sections of 'Discharge', 'Discharge (Outpatient)' or 'Pre Admit Discharge' form for field changes above to be reflected if not present/reflected following Avatar Cal-PM 2022 Update 80 installation.
Topics
• Admission • Admission (Outpatient) • Client Management • Database Management • Discharge • NX • Pre Admit • Pre Admit Discharge • Update Client Data
Table Changes
Table Column Change
SYSTEM.patient_current_demographics gender_identity_code max length increased to 20
SYSTEM.patient_current_demographics gender_identity_value max length increased to 60
SYSTEM.patient_current_demographics FAMID FAMID property added
SYSTEM.patient_demographic_history gender_identity_code max length increased to 20
SYSTEM.patient_demographic_history gender_identity_value max length increased to 60
SYSTEM.view_episode_summary_admit gender_identity_value max length increased to 60
SYSTEM.view_episode_summary_current gender_identity_value max length increased to 60
SYSTEM.view_episode_summary_discharge gender_identity_value max length increased to 60