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Avatar Cal-PM 2023 Update 45

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Product Requirements / Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Appointment Scheduling 2023 Update 15

Additional Requirements

Avatar Appointment Scheduling 2023 Update 15
Avatar CareFabric 2023 Update 26

Product Update Form Description

The following changes are made: 1) The new registry setting 'Enable Client Alternate Addresses' is added. 2) The new extended dictionary 'Place Of Service (Mobile CareGiver+)' is added under the 'Location' dictionary.

Included Updates

3, 8, 11, 16, 17, 21, 26, 28

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Avatar Cal-PM - Support for Mobile CareGiver+
The 'Enable Client Alternate Addresses' registry setting is added. When enabled, a new form 'Client Alternate Addresses' will be added to the user menu. In addition, the 'Place Of Service (Mobile CareGiver+)' extended dictionary element is added to the 'Location' dictionary.
Please note: Avatar Appointment Scheduling 2023 Update 15 and Avatar CareFabric 2023 Update 26 are required for full functionality.
Value Added: Support for Mobile CareGiver+
Topics
• Client Alternate Addresses • Dictionary • Registry Settings
 
Acceptance Tests
AV-88967 Summary | Details
Avatar Cal-PM - Support for Mobile CareGiver+
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Alternate Addresses
  • Registry Settings (PM)
Scenario 1: Validate the 'Enable Alternate Client Addresses' registry setting
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Client Alternate Addresses" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains "Avatar PM->Client Management->Client Information->->->Enable Client Alternate Addresses".
  5. Validate the 'Registry Setting Detail' field contains "Selecting 'Y' will add the 'Client Alternate Addresses' form to the menu. Selecting 'N' will remove the form from the menu."
  6. Validate the 'Registry Setting Value' field contains "N" by default.
  7. Enter "Y" in the 'Registry Setting Value' field.
  8. Click [Submit] and close the form.
  9. Access the 'User Definition' form.
  10. Select the logged in user in the 'Select User' field.
  11. Select the "Forms and Tables" section.
  12. Click [Select Forms for User Access].
  13. Validate the 'Client Alternate Addresses' form is available for selection under "Avatar PM".
  14. Select read/write permissions for the form.
  15. Click [OK] and [Submit].
  16. Refresh forms.
  17. Access the 'Client Alternate Addresses' form.
  18. Validate the form displays as expected.
  19. Close the form.
  20. Access the 'Registry Settings' form.
  21. Enter "Client Alternate Addresses" in the 'Limit Registry Settings to the Following Search Criteria' field.
  22. Click [View Registry Settings].
  23. Validate the 'Registry Setting' field contains "Avatar PM->Client Management->Client Information->->->Enable Client Alternate Addresses".
  24. Enter "N" in the 'Registry Setting Value' field.
  25. Click [Submit] and close the form.
  26. Refresh forms.
  27. Validate the 'Search Forms' search no longer returns the 'Client Alternate Addresses' form since disabling the registry setting removes the form from the menu.
Scenario 2: Client Alternate Addresses - Form Validations
Specific Setup:
  • The 'Enable Client Alternate Addresses' registry setting must be set to "Y".
  • A client is admitted in an existing episode (Client A).
Steps
  1. Access the 'Client Alternate Addresses' form.
  2. Select "Client A" in the 'Client' field.
  3. Select "Add" in the 'Add/Edit' field.
  4. Enter the desired value in the 'Description' field.
  5. Enter the desired date in the 'Address Start Date' field.
  6. Enter the desired date in the 'Address End Date' field.
  7. Enter the desired value in the 'Address Line 1' field.
  8. Enter the desired value in the 'Address Line 2' field.
  9. Enter the desired value in the 'Zip' field.
  10. Enter the desired value in the 'City' field.
  11. Select the desired value in the 'State' field.
  12. Enter the desired value in the 'Contact Name field.
  13. Enter the desired value in the 'Contact Phone' field.
  14. Enter the desired value in the 'Address Notes' field.
  15. Select "Yes" in the 'Enabled' field.
  16. Click [File].
  17. Validate a message is displayed stating: Saved.
  18. Click [OK].
  19. Validate the 'Client' field contains "Client A".
  20. Select "Edit" in the 'Add/Edit' field.
  21. Validate the 'Select Existing Address' field contains the alternate address filed in the previous steps with the 'Address Start Date', 'Address End Date', and 'Description'.
  22. Select the address filed in the previous steps in the 'Select Existing Address' field.
  23. Validate all previously filed data is displayed.
  24. Close the form.
  25. Access Crystal Reports or other SQL Reporting Tool.
  26. Select the PM namespace.
  27. Create a report using the 'SYSTEM.client_alternate_address' SQL table.
  28. Validate there is a row for "Client A" will all previously filed data.
  29. Close the report.
Scenario 3: Dictionary Update - Validate the 'Location' dictionary
Steps
  1. Access the 'Dictionary Update' form.
  2. Select "Client" in the 'File' field.
  3. Select "Data Element Number" in the 'Data Element' field.
  4. Select "(10006) Location" in the 'Data Element' field.
  5. Enter the desired value in the 'Dictionary Code' field.
  6. Enter the desired value in the 'Dictionary Value' field.
  7. Validate the 'Extended Dictionary Data Element' field contains "(587) Place Of Service (Mobile CareGiver+)".
  8. Select "(587) Place Of Service (Mobile CareGiver+)" in the 'Extended Dictionary Data Element' field.
  9. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  10. Click [Apply Changes] & Click [OK].
  11. Select the "Print Dictionary" section.
  12. Select "Client" in the 'File' field.
  13. Select "Data Element Number" in the 'Data Element' field.
  14. Select "(587) Place Of Service (Mobile CareGiver+)" in the 'Data Element' field.
  15. Click [Print Dictionary].
  16. Validate the location dictionary is displayed with the place of service filed in the previous steps.
  17. Click [Close] and close the form.
Topics
• Client Alternate Addresses • Dictionary • Registry Settings
Table Changes
Table Column Change
SYSTEM.client_alternate_address FACILITY added
SYSTEM.client_alternate_address PATID added
SYSTEM.client_alternate_address description added
SYSTEM.client_alternate_address address_start_date added
SYSTEM.client_alternate_address address_end_date added
SYSTEM.client_alternate_address address_line_1 added
SYSTEM.client_alternate_address address_line_2 added
SYSTEM.client_alternate_address zip added
SYSTEM.client_alternate_address city added
SYSTEM.client_alternate_address state_code added
SYSTEM.client_alternate_address state_value added
SYSTEM.client_alternate_address country_code added
SYSTEM.client_alternate_address country_value added
SYSTEM.client_alternate_address contact_name added
SYSTEM.client_alternate_address contact_phone added
SYSTEM.client_alternate_address address_notes added
SYSTEM.client_alternate_address enabled_code added
SYSTEM.client_alternate_address enabled_value added
SYSTEM.client_alternate_address JOIN_TO_CURRENT added
SYSTEM.client_alternate_address data_entry_action added
SYSTEM.client_alternate_address data_entry_by added
SYSTEM.client_alternate_address data_entry_by_option added
SYSTEM.client_alternate_address data_entry_date added
SYSTEM.client_alternate_address data_entry_offset added
SYSTEM.client_alternate_address data_entry_source added
SYSTEM.client_alternate_address data_entry_time added
SYSTEM.client_alternate_address data_entry_time_j added
SYSTEM.client_alternate_address data_entry_timezone_info_all added
SYSTEM.client_alternate_address data_entry_timezone_short added
SYSTEM.client_alternate_address data_entry_user_id added
SYSTEM.client_alternate_address data_entry_user_name added
SYSTEM.client_alternate_address data_entry_utc added
SYSTEM.client_alternate_address option_desc added
SYSTEM.client_alternate_address option_id added
SYSTEM.client_alternate_address_audit FACILITY added
SYSTEM.client_alternate_address_audit PATID added
SYSTEM.client_alternate_address_audit description added
SYSTEM.client_alternate_address_audit address_start_date added
SYSTEM.client_alternate_address_audit address_end_date added
SYSTEM.client_alternate_address_audit address_line_1 added
SYSTEM.client_alternate_address_audit address_line_2 added
SYSTEM.client_alternate_address_audit zip added
SYSTEM.client_alternate_address_audit city added
SYSTEM.client_alternate_address_audit state_code added
SYSTEM.client_alternate_address_audit state_value added
SYSTEM.client_alternate_address_audit country_code added
SYSTEM.client_alternate_address_audit country_value added
SYSTEM.client_alternate_address_audit contact_name added
SYSTEM.client_alternate_address_audit contact_phone added
SYSTEM.client_alternate_address_audit address_notes added
SYSTEM.client_alternate_address_audit enabled_code added
SYSTEM.client_alternate_address_audit enabled_value added
SYSTEM.client_alternate_address_audit JOIN_TO_CURRENT added
SYSTEM.client_alternate_address_audit data_entry_action added
SYSTEM.client_alternate_address_audit data_entry_by added
SYSTEM.client_alternate_address_audit data_entry_by_option added
SYSTEM.client_alternate_address_audit data_entry_date added
SYSTEM.client_alternate_address_audit data_entry_offset added
SYSTEM.client_alternate_address_audit data_entry_source added
SYSTEM.client_alternate_address_audit data_entry_time added
SYSTEM.client_alternate_address_audit data_entry_time_j added
SYSTEM.client_alternate_address_audit data_entry_timezone_info_all added
SYSTEM.client_alternate_address_audit data_entry_timezone_short added
SYSTEM.client_alternate_address_audit data_entry_user_id added
SYSTEM.client_alternate_address_audit data_entry_user_name added
SYSTEM.client_alternate_address_audit data_entry_utc added
SYSTEM.client_alternate_address_audit option_desc added
SYSTEM.client_alternate_address_audit option_id added