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Avatar Cal-PM 2023 Update 82

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Appointment Scheduling 2023 Update 25
Avatar Appointment Scheduling 2023 Update 9
Avatar Cal-PM 2023 Monthly Release 2023.03.01
Avatar Cal-PM 2023 Update 43
RADplus 2023 Monthly Release 2023.03.01

Product Update Description

Avatar Cal-PM is prepared for future functionality.

Required Updates

Avatar Cal-PM 2023 Update 43

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, 63, 65, 66, 67, 69, 71, 79

Details
NEW1 CHANGED0 FIXED0
New (1)
Registry Setting - Use Site or Service Based Appointment Color Coding
A new feature has been added to enable color coding by either the site the appointment is provided at or the service to be provided by the appointment.
Value Added: Appointment Color Coding can be utilized to differentiate sites or services provided
Topics
• NX • Registry Settings • Service Codes • Site Registration
 
Acceptance Tests
AV-92370 Summary | Details
Registry Setting - Use Site or Service Based Appointment Color Coding
Scenario 1: Registry Settings - Use Site or Service Based Appointment Color Coding
Specific Setup:
  • Using the "Dictionary Update" form from the PM menu:
  • Navigate to the "Print Dictionary" section:
  • Select the "Other Tabled Files" from the "File" dropdown.
  • Print the dictionary for the data element number "60050".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60051".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60052".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
Steps
  1. Open the "Registry Settings" form.
  2. Search for the registry setting "Use Site or Service Based Appointment Coding".
  3. Validate it is initially set to "0".
  4. Attempt to set the registry setting to "3".
  5. Validate it informs that "0,1,2" are the only valid options.
  6. Set the registry setting to "0".
  7. Submit the form to file.
  8. Close the form.
  9. Note that in myAvatar systems, this functionality isn't available, and the registry setting can't be set.
  10. Open the "Site Registration" form.
  11. Note that there are no color coding related fields.
  12. Close the form.
  13. Open the "Service Codes" form.
  14. Note that there are no color coding related fields.
  15. Close the form.
  16. Open the "Registry Settings" form.
  17. Search for the registry setting "Use Site or Service Based Appointment Coding".
  18. Set the registry setting to "1".
  19. Submit the form to file.
  20. Close the form.
  21. Open the "Site Registration" form.
  22. Set unique values into the 3 new color coding fields so you can distinguish one appointment type from another.
  23. Submit the form to file.
  24. Open the "Site Registration" form.
  25. Validate the values of the 3 new color coding fields match what was recorded in previous step.
  26. Open the "Service Codes" form.
  27. Validate there are no color coding related fields.
  28. Close the form.
  29. Open the "Registry Settings" form.
  30. Search for the registry setting "Use Site or Service Based Appointment Coding".
  31. Set the registry setting to "2".
  32. Submit the form to file.
  33. Close the form.
  34. Open the "Site Registration" form.
  35. Validate there are no color coding related fields.
  36. Close the form.
  37. Open the "Service Codes" form.
  38. Set unique values into the 3 new color coding fields so you can distinguish one appointment type from another.
  39. Submit the form to file.
Scenario 2: Service Codes - Color Coding
Specific Setup:
  • Using the "Dictionary Update" form from the PM menu:
  • Navigate to the "Print Dictionary" section:
  • Select the "Other Tabled Files" from the "File" dropdown.
  • Print the dictionary for the data element number "60050".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60051".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60052".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
Steps
  1. Open the "Registry Settings" form.
  2. Search for the registry setting "Use Site or Service Based Appointment Color Coding".
  3. Set the registry setting value to "2".
  4. Submit the form.
  5. Open the "Service Codes" form.
  6. Add a new service code for the "Client/Staff Appointment Color".
  7. Fill out all required fields.
  8. Set the "Client/Staff Appointment Color" to the desired background/text color combination.
  9. Click "File Service Code".
  10. Add a new service code for the "Staff-Only Appointment Color".
  11. Fill out all required fields.
  12. Set the "Staff-Only Appointment Color" to the desired background/text color combination.
  13. Click "File Service Code".
  14. Add a new service code for the "Group Appointment Color".
  15. Fill out all required fields.
  16. Set the "Group Appointment Color" to the desired background/text color combination.
  17. Click "File Service Code".
  18. Open the "Service Codes" form.
  19. Validate all 3 new service codes just entered display as previously stored.
  20. Open the "Scheduling Calendar".
  21. Create a staff/client appointment using the service code added for Client/Staff Appointment.
  22. Validate the colors of the appointment's background and text match what was selected for this appointment type.
  23. Validate the appointment type edge indicator is appropriate for this type of appointment.
  24. Create a staff only appointment using the service code added for Staff Only Appointment.
  25. Validate the colors of the appointment's background and text match what was selected for this appointment type.
  26. Validate the appointment type edge indicator is appropriate for this type of appointment.
  27. Create a group appointment using the service code added for group appointment.
  28. Validate the colors of the appointment's background and text match what was selected for this appointment type.
  29. Validate the appointment type edge indicator is appropriate for this type of appointment.
Scenario 3: Site Registration - Color Coding
Specific Setup:
  • Using the "Dictionary Update" form from the PM menu:
  • Navigate to the "Print Dictionary" section:
  • Select the "Other Tabled Files" from the "File" dropdown.
  • Print the dictionary for the data element number "60050".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60051".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
  • Print the dictionary for the data element number "60052".
  • Validate there are background colors already defined.
  • Add custom colors if desired by defining the color's hexadecimal code.
Steps
  1. Open the "Site Registration" form:
  2. Add a new site.
  3. Populate all required fields.
  4. Click "Add Site Hours of Operation".
  5. Enter hours of operation for each day.
  6. Click "Site Holidays".
  7. Enter days the site isn't open for appointments.
  8. Validate the "Client/Staff Appointment Color" dropdown exists on the form.
  9. Validate the "Staff-Only Appointment Color" dropdown exists on the form.
  10. Validate the "Group Appointment Color" dropdown exists on the form.
  11. Select a background/text color combination in the "Client/Staff Appointment Color" dropdown.
  12. Select a background/text color combination in the "Staff-Only Appointment Color" dropdown.
  13. Select a background/text color combination in the "Group Appointment Color" dropdown.
  14. Submit the form.
  15. Open the "Site Registration" form:
  16. Edit the site that was just added.
  17. Validate the background/text color combination in the "Client/Staff Appointment Color" dropdown reflects what was entered.
  18. Validate background/text color combination in the "Staff-Only Appointment Color" dropdown reflects what was entered.
  19. Open the "Scheduling Calendar".
  20. Schedule a client/staff appointment.
  21. Validate the background/text color coding matches what was established in the "Site Registration" form for the site.
  22. Validate the appointment type edge indicator is appropriate for this type of appointment.
  23. Schedule a staff only appointment.
  24. Validate the background/text color coding matches what was established in the "Site Registration" form for the site.
  25. Validate the appointment type edge indicator is appropriate for this type of appointment.
  26. Schedule a group appointment.
  27. Validate the background/text color coding matches what was established in the "Site Registration" form for the site.
  28. Validate the appointment type edge indicator is appropriate for this type of appointment.
Topics
• NX • Registry Settings • Service Codes • Site Registration