Avatar PM 2022 Update 105

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Product Update Form Description

An issue is resolved where, on the 'Internal Client Referral' form, the 'Internal Referral Team' field is required when no 'Internal Referral Type Category' is selected.

Included Updates

None

Required Updates

None

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-80500 Details \| User Acceptance Tests Internal Client Referral - Internal Referral Type Category Resolves an issue to ensure that the ‘Internal Referral Team’ field is not required on the ‘Internal Client Referral’ form, when the ‘Internal Referral Type Category’ is not selected.	Topics • NX • Referral

Acceptance Tests

AV-80500 Summary | Details

Internal Client Referral - Internal Referral Type Category

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Admission (Outpatient)
Group Member Assignment
Internal Client Referrals
Internal Referral Type Maintenance
Table Definition (PM)
User Definition
Process Internal Referrals
Review To Do Item (PM)

Scenario 1: Internal Referral Type Maintenance - Validating all the 'Internal Referral Type Category'

Specific Setup:

Have a system with RAD 2015 Update 60 installed.
Form Definition:
Create or identify an existing a user-defined (modeled) form that collects the additional referral information needed to approve or reject a referral. Note the form name and Table name.
The form must contain a Non Scrolling Free Text data element that has been configured in Table Definition as a Referral Group. Note the field name.
Table Definition:
A Non Scrolling Free Text data element that has been configured as a Referral Group. Note the field name.
Admission:
Create a new client or identify an existing client. Note the client id, name.

Steps

Open the 'Internal Referral Type Maintenance' form.
Select 'Add Internal Referral type' in the 'Add Or Edit Internal Referral Type' field.
Verify the 'Internal Referral Type Code' field displays the identification code assigned to the referral type.
Enter desired name in the 'Internal Referral Type Name' field. Note the name.
Select 'Program' in the 'Internal Referral Type Category' field.
Select desired program from the 'Program' field.
Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
Select desired user from the 'Select User' search box.
Click [Add User].
Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
Click [Submit].
Select 'Yes' to 'Form Return' Message.
Enter desired name in the 'Internal Referral Type Name' field. Note the name.
Select 'Group' in the 'Internal Referral Type Category' field.
Select desired group from the 'Group' field. Note the group name/code.
Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
Select desired user from the 'Select User' search box.
Click [Add User].
Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
Click [Submit].
Select 'Yes' to 'Form Return' Message.
Enter desired name in the 'Internal Referral Type Name' field. Note the name.
Select 'Team' in the 'Internal Referral Type Category' field.
Select desired team from the 'Team' field. Note the team name/code.
Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
Select desired user from the 'Select User' search box.
Click [Add User].
Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
Click [Submit].
Select 'Yes' to 'Form Return' Message.
Enter desired name in the 'Internal Referral Type Name' field. Note the name.
Select 'Other' in the 'Internal Referral Type Category' field.
Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
Select desired user from the 'Select User' search box.
Click [Add User].
Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
Click [Submit].
Select 'No' to 'Form Return' Message.
Open the 'Internal Client Referral' form.
Select desired client in the 'Client Being Referred' field.
Select 'Program' in the 'Internal Referral Type Category' field.
Validate the 'Internal Referral Type Being Requested' field displays only the 'Program' type referrals.
Select desired referral type from the 'Internal Referral Type Being Requested' field.
Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field.
The Internal Referral Type Description field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
Validate the 'Internal Referral Program' field is marked as a required field and it is auto populated with the program selected in the 'Internal Referral Type Maintenance' form.
Select 'Group' in the 'Internal Referral Type Category' field.
Validate the 'Internal Referral Type Being Requested' field displays only the 'Group' type referrals.
Select desired referral type from the 'Internal Referral Type Being Requested' field.
Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field.
The Internal Referral Type Description field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
Validate the 'Internal Referral Group' field is marked as a required field and it is auto populated with the group selected in the 'Internal Referral Type Maintenance' form.
Select 'Team' in the 'Internal Referral Type Category' field.
Validate the 'Internal Referral Type Being Requested' field displays only the 'Team' type referrals.
Select desired referral type from the 'Internal Referral Type Being Requested' field.
Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field.
The 'Internal Referral Type Description' field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
Validate the 'Internal Referral Team' field is marked as a required field and it is auto populated with the team selected in the 'Internal Referral Type Maintenance' form.
Close the form.

Scenario 2: Internal Client Referrals - Internal Referral Type Category = None

Specific Setup:

Form Definition:
Create or identify an existing a user-defined (modeled) form that collects the additional referral information needed to approve or reject a referral. Note the form name and Table name.
The form must contain a Non Scrolling Free Text data element that has been configured in Table Definition as a Referral Group. Note the field name.
Table Definition:
A Non Scrolling Free Text data element that has been configured as a Referral Group. Note the field name.
Admission:
Create a new client or identify an existing client. Note the client id, name.

Steps

Open the 'Internal Referral Type Maintenance' form.
Select 'Add Internal Referral type' in the 'Add Or Edit Internal Referral Type' field.
Verify the 'Internal Referral Type Code' field displays the identification code assigned to the referral type.
Enter desired name in the 'Internal Referral Type Name' field. Note the name.
Do select any category in the 'Internal Referral Type Category' field.
Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
Select desired user from the 'Select User' search box.
Click [Add User].
Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
Click [Submit].
Open the 'Internal Client Referral' form.
Select desired client in the 'Client Being Referred' field.
Select desired referral type from the 'Internal Referral Type Being Requested' field.
Select the client episode for which the referral is being made in the 'Episode' field.
The Internal Referral Type Description field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
Verify the 'Internal Referral Group' field is not marked as a required field.
Verify the 'Internal Referral Program' field is not marked as a required field.
Verify the 'Internal Referral Team' field is not marked as a required field.
Click [Initiate Referral Process].
Verify the modeled form associated with this referral will open automatically.
Enter the appropriate information in the form.
Click [Submit].
Close the 'Internal Client Referral' form.
Open the 'Process Internal Referral' form.
Verify the 'Internal Referral' grid displays all referrals with an open status that have been assigned to the user.
Verify the 'Internal Referral Information' field displays additional details about the referral.
Select desired status from the 'Internal Referral Status' field.
Enter desired comments in the 'Internal Referral Comments' field. Note the comment.
Click [Process Internal Referral].
Locate to the To Do widget.
Verify the to do is generated for the client.
Review the To Do item.
Verify the comments appears in the To-Do alert for the user who initiated the referral.

Topics

• NX • Referral