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Avatar MSO 2022 Update 10

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Product Requirements / Recommendations

Avatar MSO required
RADplus required

Additional Requirements

Avatar NX Release 2022.05.00 is required for .PDF/,TIF support in Avatar NX 'Console Widget Viewer'

Product Update Form Description

A new form 'Provider File Attach' is added to Avatar MSO.

Included Updates

None

Required Updates

None

Details
NEW2 CHANGED0 FIXED0
New (2)
'Provider File Attach' Form
A new form 'Provider File Attach' is added to Avatar MSO.
The Avatar MSO 'Provider File Attach' form allows for upload and storage of files in conjunction with Avatar Document Management functionality/configuration.
Value Added: Adds 'Provider File Attach' form to Avatar MSO
Topics
• NX • Provider File Attach
 
Avatar MSO 'Provider File Attach' Widget
A new 'Provider File Attach' Widget is added to Avatar MSO.
The Avatar MSO 'Provider File Attach' Widget is added to support Home View/Dashboard display of Provider File Attach records/files for selected/active client (and viewing via 'Console Widget Viewer').
Value Added: Adds 'Provider File Attach' Widget to Avatar MSO
Topics
• Console Widget • NX • Provider File Attach • Widgets
 
Acceptance Tests
AV-68964 Summary | Details
'Provider File Attach' Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Provider File Attach
Scenario 1: 'Provider File Attach' - Form Verification
Specific Setup:
  • Document Management Configuration must be defined for Cache Server or Perceptive (via Avatar PM / RADplus Utilities 'Document Management Defaults' form)
  • Dictionary Codes may optionally be defined for 'Other Tabled Files' Data Element '(70007) Document Type' (via Avatar MSO 'Dictionary Update' form)
  • One or more .PDF (Adobe Portable Document Format) and/or .TIF (Tagged Image File Format) files for Provider File Attach upload/storage
  • Crystal Reports or other SQL reporting tool
Steps
  1. Open Avatar MSO 'Provider File Attach' form (under 'Avatar MSO / Provider Management' menu).
  2. Enter/select 'Member ID' value.
  3. Enter/select 'Provider' value.
  4. In 'File Type' field, ensure the following selections are available:
  5. 'Authorization' (will link File Attachment to a specific Avatar MSO Service Authorization record for selected Provider)
  6. 'Provider' (will link File Attachment to selected Provider)
  7. 'Other' (will link File Attachment to selected Provider)
  8. Select 'File Type' value.
  9. If 'Authorization' is selected in 'File Type' field, ensure that 'Authorization' selection field is enabled, and includes only Avatar MSO Service Authorization records for selected Provider; select 'Authorization' field if applicable.
  10. Select 'Document Type' value (optional field).
  11. Enter 'Comments' value if desired (optional field).
  12. Click 'Upload File' button, and select file for Provider Attachment upload/storage.
  13. On completion of File Attachment upload, ensure 'File Name' field is populated with uploaded file name.
  14. Click 'Store File' field to store File Attachment in Avatar MSO; ensure user is presented with confirmation dialog noting 'File successfully created'.
  15. Click 'OK' button to return to 'Provider File Attach' form.
  16. Select 'File Type' value for previously uploaded/stored File Attachment.
  17. Ensure uploaded/stored File Attachment files are listed/available for selection in the 'Existing Files' field; select file in 'Existing Files' field.
  18. Ensure that 'Comment History' field displays entered/updated 'Comments' field entries for selected file (with username and date/timestamp associated to each 'Comments' entry).
  19. Example:
  20. "Comment 1 AVATAR USERNAME 1 2022-04-21 04:19PM"
  21. Enter additional/new 'Comments' field data for selected File Attachment.
  22. Click 'Update Comments' button to store additional/new 'Comments' field data for selected File Attachment; ensure user is presented with confirmation dialog noting 'Comments Successfully updated'.
  23. Click 'OK' button to return to 'Provider File Attach' form.
  24. Select 'File Type' value for previously uploaded/stored File Attachment.
  25. Select uploaded/stored File Attachment in 'Existing Files' field.
  26. Ensure that 'Comment History' field displays all previously entered/updated 'Comments' field entries for selected file (with username and date/timestamp associated to each 'Comments' entry).
  27. Example:
  28. "Comment 2 AVATAR USERNAME 2 2022-04-22 01:35PM / Comment 1 AVATAR USERNAME 1 2022-04-21 04:19PM"
  29. Select 'File Type' value.
  30. Click 'Upload File' button, and select file for Provider Attachment upload/storage - selecting file with same name as previously uploaded/stored File Attachment.
  31. If file with same name as previously uploaded/stored File Attachment (for same Member ID/client) is selected, ensure user is presented with error dialog noting 'File already exists on the server' on clicking 'Store File' button (and File Attachment is disallowed).
  32. Select 'File Type' value for previously uploaded/stored File Attachment.
  33. Select uploaded/stored File Attachment file in 'Existing Files' field.
  34. Click 'Delete File' button to delete File Attachment.
  35. Ensure user is presented with Delete File confirmation dialog noting 'Are you sure you want to delete this file?'; click 'Yes' button to confirm file deletion.
  36. Ensure user is presented with Delete File confirmation dialog noting 'File deleted successfully'; click 'OK' button to return to 'Provider File Attach' form.
  37. Select 'File Type' value for previously uploaded/stored File Attachment.
  38. Ensure deleted File Attachment files are not listed/not available for selection in the 'Existing Files' field.
  39. Open Crystal Reports or other SQL reporting tool.
  40. In Avatar MSO SQL table 'SYSTEM.file_attach_object', ensure that all uploaded/stored File Attachment files are present in SQL table data (one row per File Attachment).
  41. In Avatar MSO SQL table 'SYSTEM.file_attach_comments', ensure that all entered/updated 'Comments' field entries for File Attachment are present in SQL table data (one row per 'Comments' entry for File Attachment).
Topics
• NX • Provider File Attach
AV-76893 Summary | Details
Avatar MSO 'Provider File Attach' Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • NX View Definition
  • Provider File Attach
  • Provider File Attach Widget
  • View Definition
Scenario 1: 'Provider File Attach' Widget - Widget Display Verification
Specific Setup:
  • Document Management Configuration must be defined for Cache Server or Perceptive (via Avatar PM / RADplus Utilities 'Document Management Defaults' form)
  • 'Provider File Attach' Widget must be assigned to Chart View Definition/Home View Definition/Client Dashboard View assigned to user (via 'View Definition' form / 'NX View Definition' form)
  • One or more .PDF (Adobe Portable Document Format) and/or .TIF (Tagged Image File Format) files uploaded/stored via Avatar MSO 'Provider File Attach' form
Steps
  1. Open 'View Definition' form (under 'Avatar PM / RADplus Utilities / Widget Management' menu).
  2. Click 'Select View' button and select View Definition for update (or select 'Add New View' for new View Definition entry).
  3. Click 'Launch View Designer' button.
  4. In 'View Definition' form View Designer, ensure that Avatar MSO 'Provider File Attach' Widget is available for assignment (under 'Client' category).
  5. Select/add Avatar MSO 'Provider File Attach' Widget to View; click 'Submit' button to save View Designer layout, and click 'Submit' button to file 'View Definition' form.
  6. Navigate/select Home View, Chart View or Client Dashboard View where Avatar MSO 'Provider File Attach' Widget is assigned/present.
  7. Ensure that the 'Provider File Attach' Widget displays all uploaded/stored File Attachment files for selected/currently active Member ID/Client (one row in Widget display per File Attachment).
  8. Ensure that the 'Provider File Attach' Widget includes the following columns/information for each File Attachment row for selected/currently active Member ID/Client:
  9. 'View' button
  10. This button will open the selected .PDF or .TIF File Attachment file in the Console Widget Viewer
  11. 'Provider' display
  12. 'Document Name' display
  13. 'Date' display
  14. 'Authorization Number' display
  15. If applicable/value present, otherwise blank
  16. 'Document Type' display
  17. If applicable/value present, otherwise 'No Entry'
Scenario 2: 'Provider File Attach' Widget - Verification of File Attachment Display in 'Console Widget Viewer'
Specific Setup:
  • Avatar PM/RADplus Registry Setting 'Enable Console Widgets/Views' must be enabled
  • Document Management Configuration must be defined for Cache Server or Perceptive (via Avatar PM / RADplus Utilities 'Document Management Defaults' form)
  • Avatar MSO 'Provider File Attach' Widget must be assigned to Chart View Definition/Home View Definition/Client Dashboard View assigned to user (via 'View Definition' form / 'NX View Definition' form)
  • Avatar NX/myAvatar 'Console Widget Viewer' must be assigned to Chart View Definition/Home View Definition/Client Dashboard View assigned to user (via 'View Definition' form / 'NX View Definition' form)
  • One or more .PDF (Adobe Portable Document Format) and/or .TIF (Tagged Image File Format) files uploaded/stored via Avatar MSO 'Provider File Attach' form
Steps
  1. Navigate/select Home View, Chart View or Client Dashboard View where Avatar MSO 'Provider File Attach' Widget and Avatar NX/myAvatar 'Console Widget Viewer' are assigned/present.
  2. Ensure that the 'Provider File Attach' Widget displays all uploaded/stored File Attachment files for selected/currently active Member ID/Client (one row in Widget display per File Attachment).
  3. Click 'View' button in 'Provider File Attach' Widget to view selected File Attachment.
  4. Ensure that selected .PDF or .TIF File Attachment image is opened for display in Avatar NX/myAvatar 'Console Widget Viewer'.
  5. Ensure multiple File Attachments may be opened/displayed in Avatar NX/myAvatar 'Console Widget Viewer' from 'Provider File Attach' Widget simultaneously.
  6. Ensure File Attachment images may be closed within Avatar NX/myAvatar 'Console Widget Viewer' (by closing individual files/tabs within viewer, or use of the 'Close All' button).
Topics
• Console Widget • NX • Provider File Attach • Widgets

 

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