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Avatar PM 2022 Update 100

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Product Requirements / Recommendations

Avatar PM required
RADplus required

Recommended Update Level

RADplus 2022 Update 109

Product Update Form Description

The following enhancements are included: 1) The 'Client Demographics - Additional Fields' registry setting is updated to include a selection for 'Personal Pronouns'. 2) The field 'Personal Pronouns' is supported on the 'Update Client Data' form and the 'Demographics' sections of the forms 'Admission', 'Admission(Outpatient)', 'Discharge', 'Call Intake', 'Pre Admit' and 'Pre Admit Discharge' when added using the registry setting. 3) The 'Personal Pronouns' field is supported by the Web Services associated with the forms listed in the previous item. Note: RADplus 2022 Update 109 is required to support 'Personal Pronouns'.

Included Updates

3, 9, 18, 34, 41, 51, 55, 59, 62, 67, 77, 84, 87, 90, 91, 94, 95, 97

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Personal Pronouns may be included on client demographic forms and in client headers.
The field 'Personal Pronouns' is supported on the 'Update Client Data' form and the 'Demographics' sections of the forms 'Admission', 'Admission(Outpatient)', 'Discharge', 'Call Intake', 'Pre Admit' and 'Pre Admit Discharge' when added using a registry setting.  Note: RADplus 2022 Update 109 is required to support 'Personal Pronouns'.
The field 'Personal Pronouns' are available for addition to the 'Demographics' section on the above forms, as well as the 'Client Header', based on a field being added for selection in the Registry Setting 'Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields'.
Value Added: Personal Pronouns in client demographic forms and Client Header information are supported as options.
Topics
• Admission • Admission (Outpatient) • Call Intake • NX • Pre Admit • Pre Admit Discharge • Update Client Data • Web Services
 
Acceptance Tests
AV-76920 Summary | Details
Personal Pronouns may be included on client demographic forms and in client headers.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Discharge
  • Admission (Outpatient)
  • Admission Web Service
  • Client Search
  • Admission
  • Update Client Data
  • Dynamic Form - Admission - Client
  • Pre Admit
  • Pre Admit Discharge
  • Call Intake
  • Entity Information Display
  • Client Lookup/Header Configuration Manager
  • Progress Notes (Group and Individual)
  • SQL Query/Reporting
Scenario 1: Client Discharge web service
Specific Setup:
  • SoapUI or other web service tool.
Steps
  1. Open SoapUI or another web service tool.
  2. Consume the WebSvc.ClientDischarge.cls wsdl.
  3. Set the 'SystemCode', 'UserName', and 'Password' to correct values.
  4. Set 'DateofDischarge' field to the client discharge date.
  5. Set 'DischargePractitioner' to the discharging practitioner ID.
  6. Set 'DischargeReferral Type' to the Type code for the discharge.
  7. Set 'DischargeTime' to the time of the discharge.
  8. Set 'PersonalPronouns' to any text value, maximum 40 characters.
  9. Set 'ClientID' to the client id to be discharged.
  10. Set 'EpisodeNumber' to the client episode to be discharged.
  11. Click 'Send' request.
  12. Validate the response displays 'Client Discharge web service has been filed successfully'.
  13. Open the 'Discharge' form in Avatar PM.
  14. Select the client discharged in the web service.
  15. Verify the 'Personal Pronouns' display the value entered in the Web Service.
  16. Close the form.
Scenario 2: 'Admission' form - Field Validation
Specific Setup:
  • RADplus 2022 Update 109 is required for full functionality.
  • Registry Setting "Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields" must include a value of '10'.
Steps
  1. Open 'Admission' form for existing client.
  2. Ensure that 'Personal Pronouns' field is present in 'Admission' form 'Demographics' section.
  3. Enter a value in 'Personal Pronouns' field.
  4. Enter/select values for all other required/desired fields in form.
  5. Click [Submit].
  6. Re-open Avatar PM 'Admission' form for filed record.
  7. In 'Admission' form, ensure that 'Personal Pronouns' field displays 'Personal Pronouns' value from previously filed record.
  8. Open Crystal Reports or other SQL reporting tool.
  9. In Avatar PM SQL table 'SYSTEM.patient_current_demographics', ensure that 'Personal Pronouns' value filed in 'Admission' form is present in 'personal_pronouns' field.
  10. In Avatar PM SQL table 'SYSTEM.patient_demographic_history', ensure that 'Personal Pronouns' value filed in 'Admission' form is present in 'personal_pronouns' field.
Scenario 3: 'Admission (Outpatient)' - field validation
Specific Setup:
  • RADplus 2022 Update 109 is required for full functionality.
  • Registry Setting "Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields" must include a value of '10'.
Steps
  1. Open 'Admission (Outpatient)' form for an existing client.
  2. Ensure that 'Personal Pronouns' field is present in 'Admission (Outpatient)' form.
  3. Enter a value in 'Personal Pronouns' field.
  4. Enter/select values for all other required/desired fields in form.
  5. Click [Submit].
  6. Re-open Avatar PM 'Admission (Outpatient)' form for filed record.
  7. Ensure 'Personal Pronouns' field displays ''Personal Pronouns' value from previously filed record.
  8. Open Crystal Reports or other SQL reporting tool.
  9. In Avatar PM SQL table 'SYSTEM.patient_current_demographics', ensure that 'Personal Pronouns' value filed in 'Admission (Outpatient)' form is present in 'personal_pronoun' field.
  10. In Avatar PM SQL table 'SYSTEM.patient_demographic_history', ensure that 'Personal Pronouns' value filed in 'Admission (Outpatient)' form is present in 'personal_pronoun' field.
Scenario 4: 'Pre Admit' form - field validation
Specific Setup:
  • RADplus 2022 Update 109 is required for full functionality.
Steps
  1. Open 'Pre Admit' form for an existing Pre Admit client.
  2. Ensure that 'Personal Pronouns' field is present in 'Pre Admit' form.
  3. Enter a value in 'Personal Pronouns' field.
  4. Enter/select values for all other required/desired fields in form.
  5. Click [Submit].
  6. Re-open Avatar PM ''Pre Admit'' form for filed record.
  7. Ensure 'Personal Pronouns' field displays 'Personal Pronouns' value from previously filed record.
  8. Open Crystal Reports or other SQL reporting tool.
  9. In Avatar PM SQL table 'SYSTEM.patient_current_demographics', ensure that 'Personal Pronouns' value filed in ''Pre Admit'' form is present in 'personal_pronouns' field.
  10. In Avatar PM SQL table 'SYSTEM.patient_demographic_history', ensure that 'Personal Pronouns' value filed in ''Pre Admit'' form is present in 'personal_pronouns' field.
Scenario 5: 'Pre Admit Discharge' - field validation
Specific Setup:
  • RADplus 2022 Update 109 is required for full functionality
  • Registry Setting "Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields" must have value of '10' added in order to display the Personal Pronouns to client demographics forms.
Steps
  1. Open 'Pre Admit Discharge' form for an existing client.
  2. Complete required fields as needed.
  3. Ensure that 'Personal Pronouns' field is present in the 'Client Demographics' section.
  4. Enter a value in 'Personal Pronouns' field.
  5. Enter/select values for all other required/desired fields in form.
  6. Click [Submit].
  7. Re-open the 'Pre Admit Discharge' form for the same client.
  8. Ensure the 'Personal Pronouns' field is populated with the date entered on discharge.
  9. Close the form.
  10. Open Crystal Reports or other SQL reporting tool.
  11. In Avatar PM SQL table 'SYSTEM.patient_current_demographics', ensure that 'Personal Pronouns' value filed in 'Pre Admit Discharge' form is present in 'personal_pronouns' field.
  12. In Avatar PM SQL table 'SYSTEM.patient_demographic_history', ensure that 'Personal Pronouns' value filed in 'Pre Admit Discharge' form is present in ;personal_pronouns; field.
Scenario 6: 'Call Intake' - field validation
Specific Setup:
  • RADplus 2022 Update 109 is required for full functionality.
  • Registry Setting "Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields" must include a value of '10'.
Steps
  1. Open 'Call Intake' form.
  2. Set 'Last Name' to any client name.
  3. Set 'First Name' to any client name.
  4. Set 'Sex' to client gender.
  5. Click [Search]
  6. Click [New Client].
  7. Enter data in all required fields.
  8. Click [Demographics].
  9. Ensure that 'Personal Pronouns' field is present in 'Call Intake' form.
  10. Enter a value in 'Personal Pronouns' field. This is a free text alphanumeric field which also allows special characters. Maximum length is 40 characters.
  11. Enter/select values for all other required/desired fields in form.
  12. Click [Submit].
  13. Re-open 'Call Intake' form for filed record.
  14. Ensure 'Personal Pronouns' field displays 'Personal Pronouns' value from previously filed record.
  15. Open Crystal Reports or other SQL reporting tool.
  16. In Avatar PM SQL table 'SYSTEM.patient_current_demographics', ensure that 'Personal Pronouns' value filed in 'Call Intake' form is present in 'personal_pronouns' field.
  17. In Avatar PM SQL table 'SYSTEM.patient_demographic_history', ensure that 'Personal Pronouns' value filed in 'Call Intake' form is present in 'personal_pronouns' field.
Scenario 7: 'Entity Information Display' - 'Personal Pronouns'.
Specific Setup:
  • RADplus 2022 Update 109 is required for full functionality.
  • Registry Setting "Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields" is set to include a value of "10" for the Personal Pronouns field to be added to client demographics in various forms.
Steps
  1. To add the 'Personal Pronouns' to client search windows:
  2. Open 'Entity Information Display' form.
  3. Select 'Client' from the 'Entity Database' drop down list.
  4. Select 'One' in the 'Number of Additional Columns to Display' field. Note that depending on your setup, if there are entries already defined, you may need to select 'Two' or 'Three'.
  5. Set the 'Entity name Header Text' to any description.
  6. Set the 'Approximate Number of Characters to Display for Entity Name' to any numeric. This will be the number of characters to display in the entity column in the search window.
  7. Select 'Personal Pronouns' from the 'Entity Information Display Column 1' drop down list.
  8. Set the 'Entity Information Display Column 1 Header Name' to 'Personal Pronouns' or any other description you require.
  9. Set the 'Approximate Number of Characters to Display for Entity Lookup Column 1' to any value.
  10. Click [Submit].
  11. Open any form where a client search window will pop-up such as 'Update Client Data'.
  12. Set the 'Select Client' field to any existing client to search for.
  13. When the search selections display, verify the 'Personal Pronouns' column is displayed. This column may be blank at this time.
  14. Select any client from the list.
  15. In the selected form, 'Update Client Data' was used for this test, navigate to the 'Personal Pronouns' field. This may be at the bottom of the form.
  16. Enter any 'Personal Pronouns' as appropriate. This is a free form text field and will accept numbers and letters, as well as special characters. Maximum length is 40.
  17. Click [Submit].
  18. Open the same form again. Search for the same client. Verify that the 'Personal Pronouns' column on the search window is now populated with the value entered in the form.
  19. Close the form.
Scenario 8: Client Lookup/Header Configuration Manager - Client Header
Specific Setup:
  • RADplus 2022 Update 109 is required for full functionality.
  • Registry Setting "Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields" must include a value of '10'.
Steps
  1. Open 'Client Lookup/Header Configuration Manager'.
  2. Click 'Client Header' section.
  3. Click [Add New Item].
  4. Select 'Personal Pronouns' from the 'Field to Include in Client Header' drop down list.
  5. Select any available location in the 'Field Order'' drop down list.
  6. Click [Submit].
  7. Display the client Chart for any client where 'Personal Pronouns' have been entered via an admission form.
  8. Verify the 'Personal Pronouns' column displays as defined.
  9. Verify the client's preferred pronoun(s) are displayed.
  10. Open 'Client Lookup/Header Configuration Manager'.
  11. Click 'Client Header Override' section. This will allow setup of the 'Personal Pronouns' to display based on the client's admission program.
  12. Click [Add New Item].
  13. Select 'Personal Pronouns' from the 'Field to Include in Client Header' drop down list.
  14. Select any program from the 'Program' drop down list.
  15. Select any available location in the 'Field Order'' drop down list.
  16. Click [Submit].
  17. Open any form such as Progress Notes (Group and Individual) for a client assigned to the selected program and who has 'Personal Pronouns' setup in an admission form.
  18. Verify the Client Header displays the 'Personal Pronouns' in the location defined for the program.
  19. Close the form.
  20. Open the same form for a client who has 'Personal Pronouns' setup in an admission form, but who is not in the selected program.
  21. Verify the Client Header displays the 'Personal Pronouns' in the location defined for the 'Client Header' without a program associated.
  22. Close the form.
Scenario 9: Call Intake Web Service validation - Intake, Update, Delete records
Specific Setup:
  • Any web service tool such as 'SoapUI'
  • Crystal Reports or other SQL tool.
Steps
  1. Using Avatar PM 'ClientCallIntake' web service, submit an Intake record for a 'Call Intake' client, including the 'Personal Pronouns' field.
  2. Ensure that Call Intake record returns 'Client Call Intake web service has been filed successfully' message.
  3. Open Avatar PM 'Call Intake' form.
  4. Select client the record used in web service filing.
  5. Ensure that 'Call Intake' record/episode filed via web service is present with values filed via the web service, including the 'Personal Pronouns'.
  6. Using Avatar PM 'UpdateCallIntake' web service, submit an updated record for a 'Call Intake' client, including the 'Personal Pronouns' field.
  7. Ensure that the Update Call Intake record returns 'Update Call Intake web service has been filed successfully' message.
  8. Open Avatar PM 'Call Intake' form.
  9. Select client the record used in web service filing.
  10. Ensure that 'Call Intake' record/episode filed via web service is present with values filed via the web service, including the 'Personal Pronouns'.
  11. Using Avatar PM 'DeleteCallIntake' web service, submit a delete record for a 'Call Intake' client.
  12. Ensure that Call Intake record returns 'Delete Client Call Intake web service has been filed successfully' message.
  13. Using Crystal reports, or other SQL reporting tool, create a report against SYSTEM.patient_current_demographics.
  14. Include, at a minimum, the following fields:
  15. PATID
  16. personal_pronouns
  17. patient_name
  18. Run the report.
  19. Verify the above records filed via web services are displayed.
  20. Close the report.
Scenario 10: Client Demographics Web Service validation
Specific Setup:
  • SoapUI or other web service tool.
Steps
  1. Using SoapUI or any other Web Service tool, consume the WSDL for WEBSVC.ClientDemographics.cls
  2. In the Request, set the SystemCode, UserName, and Password to the correct value.
  3. Set the 'PersonalPronouns' field to any characters (up to 40 maximum characters).
  4. Set the 'Sex' field to the gender for the selected client.
  5. Set the ClientID to any client number.
  6. Complete other fields as desired.
  7. Click the Send button.
  8. Validate the Response message displays : 'Client Demographics web service has been filed successfully.'
  9. In 'Avatar PM', open the 'Update Client Data' form for the client used in the web service.
  10. Navigate to the 'Personal Pronouns' field.
  11. Validate that the data displays as entered in the Web Service.
  12. Close the form.
Scenario 11: Client Admission Web Service - Verification of web service filing
Specific Setup:
  • Any Web Service tool such as 'SoapUI'.
Steps
  1. Using Avatar PM 'Client Admission' web service, submit an 'Admission' record for a client and episode, including the 'Personal Pronouns' field.
  2. Ensure that Admission record returns a confirmation message in the web service of successful filing.
  3. Open Avatar PM 'Admission' form.
  4. Select client record used in 'Client Admission' web service filing.
  5. Ensure that 'Admission' record/episode filed via web service is present with values filed via web service, including the 'Personal Pronouns'.
Scenario 12: 'Update Client Data' form - Verification of 'Client Demographics' form fields
Specific Setup:
  • Existing client record eligible for 'Update Client Data' entry/filing.
  • Crystal Reports or other SQL Reporting tool.
Steps
  1. Open Avatar PM 'Update Client Data' form.
  2. Select existing client for update/entry.
  3. Ensure that 'Personal Pronouns' field is present in 'Update Client Data' form.
  4. Enter value in 'Personal Pronouns' field. This is a free text field, allows alphanumeric characters as well as special characters. Maximum length is 40 characters.
  5. Enter/select values for all other required/desired fields in form.
  6. Click 'Submit' button to file Client Data update.
  7. Re-open Avatar PM 'Update Client Data' form for filed record.
  8. In 'Update Client Data' form, ensure that 'Personal Pronouns' field displays 'Personal Pronouns' value from previously filed record.
  9. Open Crystal Reports or other SQL reporting tool.
  10. In Avatar PM SQL table 'SYSTEM.patient_current_demographics', ensure that 'Personal Pronouns' value filed in 'Update Client Data' form is present in 'personal_pronouns' field.
  11. In Avatar PM SQL table 'SYSTEM.patient_demographic_history', ensure that 'Personal Pronouns' value filed in 'Update Client Data' form is present in 'personal_pronouns' field.
Topics
• Admission • Admission (Outpatient) • Call Intake • NX • Pre Admit • Pre Admit Discharge • Update Client Data • Web Services
Table Changes
Table Column Change
SYSTEM.clientpurgehistory personal_pronouns added
SYSTEM.patientcurrentdemographics personal_pronouns added
SYSTEM.patientdemographichistory personal_pronouns added