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Avatar Cal-PM 2023 Update 71

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Appointment Scheduling 2023 Update 21
Avatar Cal-PM 2023 Monthly Release 2023.03.01
RADplus 2023 Monthly Release 2023.03.01

Product Update Description

myAvatar NX is enhanced to include a field labeled 'Preferred Appointment Site' on the client demographic forms - 'Update Client Data', 'Admission', 'Admission (Outpatient)', 'Call Intake', 'Pre Admit', 'Pre Admit Discharge', 'Discharge', and 'Discharge (Outpatient)'. The Web Services associated with the forms are updated. The value of the 'Preferred Appointment Site' field is used to specify a default Site value when Scheduling Appointments for a client. Avatar Appointment Scheduling 2023 Update 21 is required for full functionality.

Required Updates

None

Included Updates

3, 5, 7, 8, 11, 13, 16, 17, 21, 24, 26, 28, 32, 38, 39, 43, 45, 46, 47, 48, 51, 52, 54, 56, 61, 65, 66, 67, 69

Details
NEW1 CHANGED0 FIXED0
New (1)
Client Demographic forms - 'Preferred Appointment Site' field

The 'Preferred Appointment Site' field is added to the demographic sections of the following forms in Avatar NX:

  • 'Admission'
  • 'Admission (Outpatient)'
  • 'Update Client Data'
  • 'Discharge'
  • 'Call Intake'
  • 'Pre Admit'
  • 'Pre Admit Discharge'
    In addition, the web services associated with the forms are updated accordingly.
Avatar Appointment Scheduling 2023 Update 21 is required for full functionality.
Value Added: The ability to select a 'Preferred Appointment Site' for clients.
Topics
• Admission • Admission (Outpatient) • Call Intake • Discharge • Pre Admit • Pre Admit Discharge • Update Client Data • Web Services
 
Acceptance Tests
AV-84585 Summary | Details
Client Demographic forms - 'Preferred Appointment Site' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Site Registration
  • Update Client Data
  • Admission (Outpatient)
  • Pre Admit Discharge
  • Pre Admit
  • Call Intake
  • Assign MR#
Scenario 1: Validate the 'Admission' form for a new client
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
Steps
  1. Access the 'Admission' form.
  2. Admit a new client into any episode.
  3. Populate all required and desired fields.
  4. Select the "Demographics" section.
  5. Select the desired site in the 'Preferred Appointment Site' field. Please note: this field is present in Avatar NX only.
  6. Click [Submit].
  7. Access the 'Admission' form for the client admitted in the previous steps.
  8. Click [Edit] for the episode added in the previous steps.
  9. Validate the previously filed data is displayed.
  10. Select the "Demographics" section.
  11. Validate the 'Preferred Appointment Site' field contains the value filed in the previous steps.
  12. Close the form.
Scenario 2: 'Admission (Outpatient)' - Verification of form filing
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
Steps
  1. Access the 'Admission (Outpatient)' form.
  2. Admit a new client into any episode.
  3. Populate all required and desired fields.
  4. Select the "Demographics" section.
  5. Select the desired site in the 'Preferred Appointment Site' field. Please note: this field is present in Avatar NX only.
  6. Click [Submit].
  7. Access the 'Admission (Outpatient)' form for the client admitted in the previous steps.
  8. Click [Edit] for the episode added in the previous steps.
  9. Validate the previously filed data is displayed.
  10. Select the "Demographics" section.
  11. Validate the 'Preferred Appointment Site' field contains the value filed in the previous steps.
  12. Close the form.
Scenario 3: 'Update Client Data' - Verification of form filing
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Select the desired value in the 'Preferred Appointment Site' field. Please note: this field is present in Avatar NX only.
  3. Populate any other desired fields.
  4. Click [Submit].
  5. Select "Client A" and access the 'Update Client Data' form.
  6. Validate the previously filed data is displayed.
  7. Validate the 'Preferred Appointment Site' field contains the value selected in the previous steps.
  8. Close the form.
Scenario 4: 'Discharge' form - Field Validation
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • 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. Select the desired value in the 'Preferred Appointment Site' field. Please note: this field is present in Avatar NX only.
  9. Click [Submit].
  10. Select "Client A" and access the 'Discharge' form.
  11. Select the discharged episode and click [Edit].
  12. Validate all previously filed data is displayed.
  13. Select the "Demographics" section.
  14. Validate the 'Preferred Appointment Site' field contains the value filed in the previous steps.
  15. Close the form.
Scenario 5: 'Call Intake' form - Field Validation
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • 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. Select the desired value in the 'Preferred Appointment Site' field. Please note: this field is present in Avatar NX only.
  5. Click [Submit].
  6. Select "Client A" and access the 'Call Intake' form.
  7. Select the existing call intake record and click [Edit].
  8. Select the "Demographics" section.
  9. Validate the 'Preferred Appointment Site' field contains the value filed in the previous steps.
  10. Close the form.
Scenario 6: 'Pre Admit' form - Field Validation
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • 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. Select the desired value in the 'Preferred Appointment Site' field. Please note: this field is present in Avatar NX only.
  5. Click [Submit].
  6. Select "Client A" and access the 'Pre Admit' form.
  7. Select an existing episode and click [Edit].
  8. Select the "Demographics" section.
  9. Validate the 'Preferred Appointment Site' field contains the value filed in the previous steps.
  10. Close the form.
Scenario 7: 'Pre Admit Discharge' - Verification of form filing
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • 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 [OK].
  3. Enter the desired date in the 'Date Of Discharge' field.
  4. Enter the desired time in the 'Time Of Discharge' 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. Select the desired value in the 'Preferred Appointment Site' field. Please note: this field is present in Avatar NX only.
  9. Click [Submit].
  10. Select "Client A" and access the 'Pre Admit Discharge' form.
  11. Select the discharged episode and click [OK].
  12. Validate the previously filed data is displayed.
  13. Select the "Demographics" section.
  14. Validate the 'Preferred Appointment Site' field contains the value filed in the previous steps.
  15. Close the form.
Scenario 8: The 'ClientAdmission' - 'UpdateAdmission' web service: Update Admission for an existing client
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access SoapUI for the 'ClientAdmission' - 'UpdateAdmission' 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. Populate all required and desired fields.
  6. Enter the desired value in the 'PreferredAppointmentSite' field.
  7. Enter "Client A" in the 'ClientID' field.
  8. Enter "Client A's" episode in the 'Episode' field.
  9. Click [Run].
  10. Validate the 'Confirmation' field contains a value such as: "Client Unique ID: # Unique ID: #".
  11. Validate the 'Message' field contains: "Client Admission web service has been filed successfully".
  12. Select "Client A" and access the 'Admission' form.
  13. Select the admission updated in the previous steps and click [Edit].
  14. Validate all populated fields are displayed.
  15. Validate the 'Preferred Appointment Site' field contains the value entered via web service.
  16. Close the form.
Scenario 9: Validate the 'ClientDemographics' - 'UpdateClientDemographics' web service
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • A client must be 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 'PreferredAppointmentSite' field
  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 all populated fields are displayed.
  12. Validate the 'Preferred Appointment Site' field contains the value entered via web service.
  13. Close the form.
Scenario 10: Discharge a client via the 'ClientDischarge' web service
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access SoapUI for the 'ClientDischarge' - 'DischargeClient' 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 'DateOfDischarge' field.
  6. Enter the desired practitioner in the 'DischargePractitioner' field.
  7. Enter the desired time in the 'DischargeTime' field.
  8. Enter the desired value in the 'PreferredAppointmentSite' field.
  9. Enter the desired value in the 'TypeOfDischarge' field.
  10. Enter "Client A" in the 'ClientID' field.
  11. Enter the episode number to be discharged in the 'EpisodeNumber' field.
  12. Click [Run].
  13. Validate the 'Message' field contains: Client Discharge web service has been filed successfully.
  14. Select "Client A" and access the 'Discharge' form.
  15. Validate all populated fields are displayed as entered in the web service.
  16. Select the "Demographics" section.
  17. Validate the 'Preferred Appointment Site' field contains the value entered via web service.
  18. Close the form.
Scenario 11: Pre Admit Discharge web service validation
Specific Setup:
  • Sites are defined with hours in the 'Site Registration' form.
  • A client is enrolled in an existing Pre Admit episode (Client A).
Steps
  1. Access SoapUI for the 'ClientPreAdmitDischarge' - 'PreAdmitDischargeClient' 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 'DateOfDischarge' field.
  6. Enter the desired practitioner in the 'DischargePractitioner' field.
  7. Enter the desired time in the 'DischargeTime' field.
  8. Enter the desired value in the 'PreferredAppointmentSite' field.
  9. Enter the desired value in the 'TypeOfDischarge' field.
  10. Enter "Client A" in the 'ClientID' field.
  11. Enter the episode number to be discharged in the 'EpisodeNumber' field.
  12. Click [Run].
  13. Validate the 'Message' field contains: Client Pre-Admit Discharge web service has been filed successfully.
  14. Select "Client A" and access the 'Pre Admit Discharge' form.
  15. Validate all populated fields are displayed as entered in the web service.
  16. Select the "Demographics" section.
  17. Validate the 'Preferred Appointment Site' field contains the value entered via web service.
  18. Close the form.
Topics
• Admission • Admission (Outpatient) • Call Intake • Discharge • Pre Admit • Pre Admit Discharge • Update Client Data • Web Services
Table Changes
Table Column Change
SYSTEM.patientcurrentdemographics preferred_appointment_site added
SYSTEM.patientdemographichistory preferred_appointment_site added