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Avatar Cal-PM 2023 Update 54

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2023 Monthly Release 2023.02.01
RADplus 2023 Monthly Release 2023.02.01

Product Update Description

The new field 'Consent On File For Use of Integrated eSignature' 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.

Required Updates

None

Included Updates

3, 5, 7, 8, 11, 13, 16, 17, 21, 26, 28, 32, 38, 39, 45, 52

Details
NEW1 CHANGED0 FIXED1
New (1)
Avatar Cal-PM - support for Integrated eSignature functionality
The 'Consent On File For Use of Integrated eSignature' field is added to the following forms:
-Admission
-Admission (Outpatient)
-Update Client Data
-Discharge
-Pre Admit
-Pre Admit Discharge
-Call Intake
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.
Value Added: Support for Integrated eSignature functionality
Topics
• Admission • Admission (Outpatient) • Call Intake • Discharge • Pre Admit • Pre Admit Discharge • Update Client Data • Web Services
 
Fixed (1)
'Outbound Referral History' form
Ensure the 'Referrals' grid loads data as expected in the 'Outbound Referral History' form.
Topics
• Outbound Referral History
 
Acceptance Tests
AV-86541 Summary | Details
Avatar Cal-PM - support for Integrated eSignature functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Update Client Data
  • Admission (Outpatient)
  • Pre Admit
  • Pre Admit Discharge
  • Call Intake
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. Select the "Demographics" section.
  4. Validate the 'Consent On File For Use of Integrated eSignature' field is present with values of "Yes" and "No".
  5. Select "No" in the 'Consent On File For Use of Integrated eSignature' field.
  6. Click [Submit].
  7. Select "Client A" and access the 'Admission' form.
  8. Select an existing episode and click [Edit].
  9. Select the "Demographics" section.
  10. Validate "No" is selected in the 'Consent On File For Use of Integrated eSignature' field.
  11. Close the form.
  12. Access Crystal Reports or other SQL reporting tool.
  13. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  14. Navigate to the row for "Client A".
  15. Validate the 'esig_consent_on_file_code' field is present and contains "N".
  16. Validate the 'esig_consent_on_file_value' field is present and contains "No".
  17. Close the report.
  18. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  19. Navigate to the row for "Client A".
  20. Validate the 'esig_consent_on_file_code' field is present and contains "N".
  21. Validate the 'esig_consent_on_file_value' field is present and contains "No".
  22. Close the report.
Scenario 2: 'Admission (Outpatient)' form - 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. Select the "Demographics" section.
  4. Validate the 'Consent On File For Use of Integrated eSignature' field is present with values of "Yes" and "No".
  5. Select "Yes" in the 'Consent On File For Use of Integrated eSignature' field.
  6. Click [Submit].
  7. Select "Client A" and access the 'Admission (Outpatient)' form.
  8. Select an existing episode and click [Edit].
  9. Select the "Demographics" section.
  10. Validate "Yes" is selected in the 'Consent On File For Use of Integrated eSignature' field.
  11. Close the form.
  12. Access Crystal Reports or other SQL reporting tool.
  13. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  14. Navigate to the row for "Client A".
  15. Validate the 'esig_consent_on_file_code' field is present and contains "Y".
  16. Validate the 'esig_consent_on_file_value' field is present and contains "Yes".
  17. Close the report.
  18. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  19. Navigate to the row for "Client A".
  20. Validate the 'esig_consent_on_file_code' field is present and contains "Y".
  21. Validate the 'esig_consent_on_file_value' field is present and contains "Yes".
  22. 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. Enter the desired date in the 'Date Of Discharge' field.
  4. Enter the desired time in the 'Discharge Time' field.
  5. Select the desired value in the 'Type Of Discharge' field.
  6. Select the desired practitioner in the 'Discharge Practitioner' field.
  7. Select the "Demographics" section.
  8. Validate the 'Consent On File For Use of Integrated eSignature' field is present with values of "Yes" and "No".
  9. Select "Yes" in the 'Consent On File For Use of Integrated eSignature' field.
  10. Click [Submit].
  11. Select "Client A" and access the 'Discharge' form.
  12. Select the discharged episode and click [Edit].
  13. Select the "Demographics" section.
  14. Validate the 'Consent On File For Use of Integrated eSignature' field contains "Yes".
  15. Close the form.
  16. Access Crystal Reports or other SQL reporting tool.
  17. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  18. Navigate to the row for "Client A".
  19. Validate the 'esig_consent_on_file_code' field is present and contains "Y".
  20. Validate the 'esig_consent_on_file_value' field is present and contains "Yes".
  21. Close the report.
  22. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  23. Navigate to the row for "Client A".
  24. Validate the 'esig_consent_on_file_code' field is present and contains "Y".
  25. Validate the 'esig_consent_on_file_value' field is present and contains "Yes".
  26. Close the report.
Scenario 4: 'Pre Admit' form - Field Validation
Specific Setup:
  • A client is enrolled in an existing Pre Admit episode (Client A).
Steps
  1. Select "Client A" and access the 'Pre Admit' form.
  2. Select an existing episode and click [Edit].
  3. Select the "Demographics" section.
  4. Validate the 'Consent On File For Use of Integrated eSignature' field is present with values of "Yes" and "No".
  5. Select "Yes" in the 'Consent On File For Use of Integrated eSignature' field.
  6. Click [Submit].
  7. Select "Client A" and access the 'Pre Admit' form.
  8. Select an existing episode and click [Edit].
  9. Select the "Demographics" section.
  10. Validate "Yes" is selected in the 'Consent On File For Use of Integrated eSignature' field.
  11. Close the form.
  12. Access Crystal Reports or other SQL reporting tool.
  13. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  14. Navigate to the row for "Client A".
  15. Validate the 'esig_consent_on_file_code' field is present and contains "Y".
  16. Validate the 'esig_consent_on_file_value' field is present and contains "Yes".
  17. Close the report.
  18. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  19. Navigate to the row for "Client A".
  20. Validate the 'esig_consent_on_file_code' field is present and contains "Y".
  21. Validate the 'esig_consent_on_file_value' field is present and contains "Yes".
  22. Close the report.
Scenario 5: 'Pre Admit Discharge' form - Field Validation
Specific Setup:
  • A client is enrolled in an existing Pre Admit episode (Client A).
Steps
  1. Select "Client A" and access the 'Pre Admit Discharge' form.
  2. Select an existing episode and click [Edit].
  3. Enter the desired date in the 'Date Of Discharge' field.
  4. Enter the desired time in the 'Discharge Time' field.
  5. Select the desired value in the 'Type Of Discharge' field.
  6. Select the desired practitioner in the 'Discharge Practitioner' field.
  7. Populate any other desired fields.
  8. Select the "Demographics" section.
  9. Validate the 'Consent On File For Use of Integrated eSignature' field is present with values of "Yes" and "No".
  10. Select "No" in the 'Consent On File For Use of Integrated eSignature' field.
  11. Click [Submit].
  12. Select "Client A" and access the 'Pre Admit Discharge' form.
  13. Select the previously discharged Pre Admit episode and click [Edit].
  14. Select the "Demographics" section.
  15. Validate "No" is selected in the 'Consent On File For Use of Integrated eSignature' field.
  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. Navigate to the row for "Client A".
  20. Validate the 'esig_consent_on_file_code' field is present and contains "N".
  21. Validate the 'esig_consent_on_file_value' field is present and contains "No".
  22. Close the report.
  23. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  24. Navigate to the row for "Client A".
  25. Validate the 'esig_consent_on_file_code' field is present and contains "N".
  26. Validate the 'esig_consent_on_file_value' field is present and contains "No".
  27. Close the report.
Scenario 6: 'Call Intake' form - 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. Select the "Demographics" section.
  4. Validate the 'Consent On File For Use of Integrated eSignature' field is present with values of "Yes" and "No".
  5. Select "No" in the 'Consent On File For Use of Integrated eSignature' field.
  6. Click [Submit].
  7. Select "Client A" and access the 'Call Intake' form.
  8. Select the existing call intake record and click [Edit].
  9. Select the "Demographics" section.
  10. Validate "No" is selected in the 'Consent On File For Use of Integrated eSignature' field.
  11. Close the form.
  12. Access Crystal Reports or other SQL reporting tool.
  13. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  14. Navigate to the row for "Client A".
  15. Validate the 'esig_consent_on_file_code' field is present and contains "N".
  16. Validate the 'esig_consent_on_file_value' field is present and contains "No".
  17. Close the report.
  18. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  19. Navigate to the row for "Client A".
  20. Validate the 'esig_consent_on_file_code' field is present and contains "N".
  21. Validate the 'esig_consent_on_file_value' field is present and contains "No".
  22. Close the report.
Scenario 7: '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. Validate the 'Consent On File For Use of Integrated eSignature' field is present with values of "Yes" and "No".
  3. Select "Yes" in the 'Consent On File For Use of Integrated eSignature' field.
  4. Click [Submit].
  5. Select "Client A" and access the 'Update Client Data' form.
  6. Validate "Yes" is selected in the 'Consent On File For Use of Integrated eSignature' field.
  7. Close the form.
  8. Access Crystal Reports or other SQL reporting tool.
  9. Create a report using the 'SYSTEM.patient_current_demographics' SQL table.
  10. Navigate to the row for "Client A".
  11. Validate the 'esig_consent_on_file_code' field is present and contains "Y".
  12. Validate the 'esig_consent_on_file_value' field is present and contains "Yes".
  13. Close the report.
  14. Create a report using the 'SYSTEM.patient_demographic_history' SQL table.
  15. Navigate to the row for "Client A".
  16. Validate the 'esig_consent_on_file_code' field is present and contains "Y".
  17. Validate the 'esig_consent_on_file_value' field is present and contains "Yes".
  18. Close the report.
Scenario 8: The 'ClientAdmission' - 'AddAdmission' web service: Admission of a new client
Steps
  1. Access SoapUI for the 'ClientAdmission' - 'AddAdmission' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired date in the 'AdmissionDate' field.
  6. Enter the desired time in the 'AdmissionTime' field.
  7. Enter the desired practitioner in the 'AdmittingPractitioner' field.
  8. Enter the desired value in the 'ClientFirstName' field.
  9. Enter the desired value in the 'ClientLastName' field.
  10. Enter the desired value in the 'ClientMiddleName' field.
  11. Enter the corresponding name in the 'ClientName' field.
  12. Enter the desired value in the 'ESignatureConsentOnFile' field. Note: "Y" and "N" are accepted values.
  13. Enter the desired value in the 'Program' field.
  14. Enter the desired value in the 'Sex' field.
  15. Populate any other required and desired fields.
  16. Click [Run].
  17. Validate the 'Confirmation' field contains a value such as: "Client Unique ID: # Unique ID: #".
  18. Validate the 'Message' field contains: "Client Admission web service has been filed successfully".
  19. Select the client filed in the previous steps and access the 'Admission' form.
  20. Select the record filed in the previous steps and click [Edit].
  21. Validate all populated fields are displayed.
  22. Select the "Demographics" section.
  23. Validate the 'Client Last Name' field contains the value filed in the previous steps.
  24. Validate the 'Client First Name' field contains the value filed in the previous steps.
  25. Validate the 'Client Middle Name' field contains the value filed in the previous steps.
  26. Validate the 'Consent On File For Use of Integrated eSignature' field contains the value filed in the previous steps.
  27. Close the form.
Scenario 9: Validate the 'ClientDemographics' - 'UpdateClientDemographics' web service
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access SoapUI for the 'ClientDemographics' - 'UpdateClientDemographics' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired value in the 'ESignatureConsentOnFile' field. Note: "Y" and "N" are accepted values.
  6. Populate any other desired fields.
  7. Enter "Client A" in the 'ClientID' field.
  8. Click [Run].
  9. Validate the 'Message' field contains: Client Demographics web service has been filed successfully.
  10. Select "Client A" and access the 'Update Client Data' form.
  11. Validate the 'Consent On File For Use of Integrated eSignature' field contains the value filed in the previous steps.
  12. Validate all populated fields are displayed.
  13. Close the form.
Topics
• Admission • Admission (Outpatient) • Call Intake • Discharge • Pre Admit • Pre Admit Discharge • Update Client Data • Web Services
AV-87249 Summary | Details
'Outbound Referral History' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Outbound Referral History
Scenario 1: Outbound Referral History - Form Validations
Specific Setup:
  • Must be configured for CareConnect.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Outbound Referral History' form.
  2. Select "Client A" in the 'Client Search' field.
  3. Click [New Row] in the 'Referrals' grid.
  4. Enter the desired value in the 'Receiving Organization' field.
  5. Select the desired provider in the 'Receiving Provider' field.
  6. Select the desired provider in the 'Referring Provider' field.
  7. Enter the desired value in the 'Reason For Referral' field.
  8. Enter the desired value in the 'Notes Field' field.
  9. Select the desired value in the 'Status' field.
  10. Click [Submit].
  11. Access the 'Outbound Referral History' form.
  12. Select "Client A" in the 'Client Search' field.
  13. Validate the 'Referrals' grid contains the record filed in the previous steps.
  14. Close the form.
Topics
• Outbound Referral History
Table Changes
Table Column Change
SYSTEM.patient_current_demographics esig_consent_on_file_code New
SYSTEM.patient_current_demographics esig_consent_on_file_value New
SYSTEM.patient_demographic_history esig_consent_on_file_code New
SYSTEM.patient_demographic_history esig_consent_on_file_value New