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Avatar Cal-PM 2023 Update 49

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2023 Monthly Release 2023.02.02
RADplus 2023 Monthly Release 2023.02.02

Product Update Description

The following changes are made to the 'External Documents' widget: 1) The 'Organization' column is modified to support long organization names. 2) The search process is modified to support searching networks granted in the 'Consent for Access' form when 'Opt In' consent model is used and 'Carequality' is not enabled. 3) The search process is modified to support searching organizations granted in the 'Consent for Access' form when 'Carequality' is enabled. In addition, the following issues are resolved: 1) The error '[UNDEFINED]PFIELD2^GUIRCO1' that occurs when printing the 'Client #36020' dictionary. 2) The issue where the 'Add To Problem List' field is saved as "Yes" when an inactive diagnosis record is entered when the registry setting 'Default 'Add To Problem List' to "Yes" on New Diagnosis' is enabled.

Required Updates

None

Included Updates

2

Details
NEW1 CHANGED0 FIXED1
New (1)
'External Documents' widget

The 'External Documents' widget is modified for the following:

  • The search process is modified to support searching networks granted in the 'Consent for Access' form when the 'Opt In' consent model is used and 'Carequality' is not enabled.
  • The search process is also modified to support searching organizations granted in the 'Consent for Access' form when 'Carequality' is enabled.
  • The 'Organization' column is modified to support long organization names.
In addition, an issue is resolved that may occur when printing the 'Network (36020)' dictionary in 'Dictionary Update'.
Value Added: Additional support for the 'External Documents' widget
Topics
• Carequality • External Document Widget • Query/Reporting
 
Fixed (1)
Diagnosis - 'Default 'Add To Problem List' to "Yes" on New Diagnosis' registry setting
Ensure the 'Add To Problem List' field is only saved as "Yes" for active diagnosis records entered when the registry setting 'Default 'Add To Problem List' to "Yes" on New Diagnosis' is enabled.
Topics
• Diagnosis • Problem List • Registry Settings
 
Acceptance Tests
AV-89554 Summary | Details
'External Documents' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form and Table Documentation (PM)
  • CareConnect HIE Configuration
  • Consent For Access
  • External Documents
  • Dictionary Update (PM)
Scenario 1: Form and Table Documentation - Validate the 'SYSTEM.external_documents' table
Specific Setup:
  • Crystal Reports or other SQL reporting tool is required.
Steps
  1. Access the 'Form and Table Documentation' PM form.
  2. Select "Table" in the 'Type of Documentation' field.
  3. Select "SYSTEM.external_documents" in the 'Table(s) to be Documented' field.
  4. Click [Process].
  5. Validate the 'SQL Table Documentation' window is displayed for the 'SYSTEM.external_documents' SQL table.
  6. Validate the 'organization' column has a max length of "4096".
  7. Click [Dismiss] and close the form.
Scenario 2: 'External Documents' widget - Validation when 'Carequality' is disabled and 'Consent Model' is "Opt In"
Specific Setup:
  • Carequality is disabled in the 'CareConnect HIE Configuration' form.
  • "Opt In" is selected in the 'Consent Model' field in the 'CareConnect HIE Configuration' form.
  • A client is enrolled in an active episode with consent granted to a network (Network A) in 'Consent For Access' (Client A).
  • The logged in user must have a view configured with the 'External Documents' widget and the 'Console Widget Viewer'.
Steps
  1. Select "Client A" and navigate to the 'External Documents' widget.
  2. Click [Search].
  3. Validate the 'External Documents' widget contains a CCD from "Network A".
  4. Click [View].
  5. Validate the CCD displays in the 'Console Widget Viewer',
  6. Click [Close All].
Scenario 3: 'External Documents' widget - Validation when 'Carequality' is enabled and 'Consent Model' is "Opt In"
Specific Setup:
  • Carequality is enabled in the 'CareConnect HIE Configuration' form.
  • One or more organizations are defined as favorites in the 'Organization: Exceptions and Favorites' field.
  • "Opt In" is selected in the 'Consent Model' field in the 'CareConnect HIE Configuration' form.
  • A client is enrolled in an active episode with consent granted to a network and an organization in 'Consent For Access' (Client A).
  • The logged in user must have a view configured with the 'External Documents' widget and the 'Console Widget Viewer'.
Steps
  1. Select "Client A" and navigate to the 'External Documents' widget.
  2. Click [Search].
  3. Validate the 'External Documents' widget contains CCDs from:
  4. Any organization(s) defined as "Favorite" in the 'Carequality Configuration' section of the 'CareConnect HIE Configuration' form
  5. Any organization with consent granted in 'Consent for Access'
  6. Any network with consent granted in 'Consent for Access'
  7. Click [View] for any CCD.
  8. Validate the CCD displays in the 'Console Widget Viewer',
  9. Click [Close All].
Scenario 4: 'External Documents' widget - Validation when 'Carequality' is enabled and 'Consent Model' is "Query"
Specific Setup:
  • Carequality is enabled in the 'CareConnect HIE Configuration' form.
  • One or more organizations are defined as favorites in the 'Organization: Exceptions and Favorites' field.
  • "Query" is selected in the 'Consent Model' field in the 'CareConnect HIE Configuration' form.
  • A client is enrolled in an active episode with consent granted to a network and an organization in 'Consent For Access' (Client A).
  • The logged in user must have a view configured with the 'External Documents' widget and the 'Console Widget Viewer'.
Steps
  1. Select "Client A" and navigate to the 'External Documents' widget.
  2. Click [Search].
  3. Validate the 'External Documents' widget contains CCDs from:
  4. Any organization(s) defined as "Favorite" in the 'Carequality Configuration' section of the 'CareConnect HIE Configuration' form
  5. Any organization with consent granted in 'Consent for Access'
  6. All networks in the Network List
  7. Click [View] for any CCD.
  8. Validate the CCD displays in the 'Console Widget Viewer',
  9. Click [Close All].
Scenario 5: 'External Documents' widget - Validation when 'Carequality' is enabled and 'Consent Model' is "Opt Out"
Specific Setup:
  • Carequality is enabled in the 'CareConnect HIE Configuration' form.
  • One or more organizations are defined as favorites in the 'Organization: Exceptions and Favorites' field.
  • "Query" is selected in the 'Consent Model' field in the 'CareConnect HIE Configuration' form.
  • A client is enrolled in an active episode with consent granted to a network and an organization in 'Consent For Access' (Client A).
  • The logged in user must have a view configured with the 'External Documents' widget and the 'Console Widget Viewer'.
Steps
  1. Select "Client A" and navigate to the 'External Documents' widget.
  2. Click [Search].
  3. Validate the 'External Documents' widget contains CCDs from:
  4. Any organization(s) defined as "Favorite" in the 'Carequality Configuration' section of the 'CareConnect HIE Configuration' form
  5. Any organization with consent granted in 'Consent for Access'
  6. All networks in the Network List
  7. Click [View] for any CCD.
  8. Validate the CCD displays in the 'Console Widget Viewer',
  9. Click [Close All].
Scenario 6: Dictionary Update - Validate the 'Network' dictionary
Specific Setup:
  • The 'CareConnect HIE Configuration' form must be configured to upload CCDs to a Health Information Exchange.
Steps
  1. Access the 'Dictionary Update' PM form.
  2. Select the "Print Dictionary" section.
  3. Select "Client" in the 'File' field.
  4. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  5. Select "(36020) Network" in the 'Data Element' field.
  6. Click [Print Dictionary].
  7. Validate the report displays all configured networks.
  8. Close the report and the form.
Topics
• Carequality • External Document Widget • Query/Reporting
AV-89577 Summary | Details
Diagnosis - 'Default 'Add To Problem List' to "Yes" on New Diagnosis' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Diagnosis
  • Problem List
Scenario 1: Diagnosis - Validate the 'Default 'Add To Problem List' to "Yes" on New Diagnosis' registry setting
Specific Setup:
  • The 'Default 'Add To Problem List' to "Yes" on New Diagnosis' registry setting is set to "Y".
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Select the desired value in the 'Type Of Diagnosis' field.
  3. Enter the desired date in the 'Date Of Diagnosis' field.
  4. Enter the desired time in the 'Time Of Diagnosis' field.
  5. Click [New Row].
  6. Search for and select the desired diagnosis in the 'Diagnosis Search' field.
  7. Select "Active" in the 'Status' field.
  8. Validate the 'Add To Problem List' field contains "Yes" by default.
  9. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  10. Click [New Row].
  11. Search for and select the desired new diagnosis in the 'Diagnosis Search' field.
  12. Select "Rule-out" in the 'Status' field.
  13. Validate the 'Add To Problem List' field is disabled and does not contain a value.
  14. Select the desired practitioner in the 'Diagnosing Practitioner' field.
  15. Click [Submit].
  16. Select "Client A" and access the 'Problem List' form.
  17. Click [View/Enter Problems].
  18. Validate only the active diagnosis filed in the previous steps displays in the 'Problem List'.
  19. Close the form.
  20. Access Crystal Reports or other SQL Reporting Tool.
  21. Create a report using the 'SYSTEM.client_diagnosis_entry' SQL table.
  22. Validate two rows are displayed for the diagnosis records added in the previous steps.
  23. Validate that the active diagnosis has "Yes" in the 'add_prob_list_value' field.
  24. Validate the ruled-out diagnosis has "No Entry" in the 'add_prob_list_value' field.
  25. Close the report.
Topics
• Diagnosis • Problem List • Registry Settings