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Avatar Cal-PM 2024 Update 88

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Product Requirements and Recommendations

Avatar Cal-PM required
RADplus required

Recommended Update Level

Avatar Cal-PM 2024 Monthly Release 2024.01.02
Avatar CareFabric 2024 Update 44
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

The Client Merge process has been updated to file into a new audit table 'SYSTEM.client_merge_log'.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
'Client Merge' process
The 'Client Merge' process has been updated to file into a new audit table 'SYSTEM.client_merge_log'.
Value Added: New audit table is added for the 'Client Merge' process.
Topics
• Admission • Admission (Outpatient) • CareFabric • Client Merge • Query/Reporting • Registry Settings
 
Acceptance Tests
AV-97104 Summary | Details
'Client Merge' process
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Admission (Outpatient)
Scenario 1: Client Merge - Validate the 'Allow Merging Into Existing Episode' registry setting
Specific Setup:
  • Two clients are admitted into existing episodes in the same outpatient programs (Client A, Client B).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Allow Merging Into Existing Episode" 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->System Maintenance->Client Merge->->->Allow Merging Into Existing Episode.
  5. Enter "Y" in the 'Registry Setting Value' field.
  6. Submit the form.
  7. Access the 'Client Merge' form.
  8. Select "Client A" in the 'Source Client' field.
  9. Select "Episode # 1" from the 'Source Client Episode' field.
  10. Select "Client B" in the 'Target Client' field.
  11. Validate the 'Create New Episode on Merge' field is displayed.
  12. Select "No" in the 'Create New Episode On Merge' field.
  13. Click [File].
  14. Validate a 'Do you wish to continue with the indicated action?' message is displayed.
  15. Click [Yes].
  16. Validate a message stating 'The following episode has been updated for the target client indicated to include data from the source. Episode 1.
  17. Click [OK] and close the form.
  18. Access Crystal Reports or other SQL Reporting Tool.
  19. Create a report using the 'SYSTEM.client_merge_log' SQL table.
  20. Validate the merged client data is displayed as expected.
  21. Close the report.
Scenario 2: Client Merge - Validate the 'Allow Merging Of All Client Data Through Single Filing' registry setting
Specific Setup:
  • Three clients are admitted into existing episodes in different outpatient programs (Client A, Client B, Client C).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Allow Merging Of All Client Data" 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->System Maintenance->Client Merge->->->Allow Merging Of All Client Data Through Single Filing.
  5. Enter "Y" in the 'Registry Setting Value' field.
  6. Submit the form.
  7. Access the 'Client Merge' form.
  8. Select "Client A" in the 'Source Client' field.
  9. Validate the 'Merge All Client Data Through Single Filing' field is displayed.
  10. Select "Yes" in the 'Merge All Client Data Through Single Filing' field.
  11. Select "Client B" in the 'Target Client' field.
  12. Click [File].
  13. Validate a "Client Merge" message is displayed stating: Do you wish to continue with the indicated action.
  14. Click [Yes].
  15. Validate a "Client Merge" message is displayed stating: All information has been merged into the target client and the source client has been deleted from the system.
  16. Click [OK].
  17. Close the form.
  18. Access Crystal Reports or other SQL Reporting Tool.
  19. Create a report using the 'SYSTEM.client_merge_log' SQL table.
  20. Validate the merged client data is displayed as expected.
  21. Close the report.
Topics
• Admission • Admission (Outpatient) • Client Merge • Query/Reporting • Registry Settings
Table Changes
Table Column Change
SYSTEM.client_merge_log FACILITY Add
SYSTEM.client_merge_log merge_single_file_code Add
SYSTEM.client_merge_log merge_single_file_value Add
SYSTEM.client_merge_log new_ep_on_merge_code Add
SYSTEM.client_merge_log new_ep_on_merge_value Add
SYSTEM.client_merge_log nonepisodic_info_YN Add
SYSTEM.client_merge_log source_client_ID Add
SYSTEM.client_merge_log source_client_episode Add
SYSTEM.client_merge_log target_client_ID Add
SYSTEM.client_merge_log target_client_episode Add
SYSTEM.client_merge_log data_entry_by Add
SYSTEM.client_merge_log data_entry_by_option Add
SYSTEM.client_merge_log data_entry_user_id Add
SYSTEM.client_merge_log data_entry_user_name Add
SYSTEM.client_merge_log data_entry_option Add
SYSTEM.client_merge_log data_entry_source Add
SYSTEM.client_merge_log data_entry_date Add
SYSTEM.client_merge_log data_entry_time Add
SYSTEM.client_merge_log data_entry_utc Add
SYSTEM.client_merge_log data_entry_timezone_info_all Add
SYSTEM.client_merge_log data_entry_time_j Add
SYSTEM.client_merge_log data_entry_offset Add
SYSTEM.client_merge_log data_entry_timezone_short Add