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Avatar PM 2022 Update 144

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Avatar PM 2022 Update 73

Product Update Form Description

An issue is resolved with the 'Site Specific Section Modeling' option adding the 'Demographics' form to the 'Call Intake' option regardless of the value set in the 'Add Demographics to Call Intake' registry setting.

Included Updates

3, 9, 13, 18, 19, 21, 25, 26, 34, 41, 48, 51, 55, 58, 59, 61, 62, 67, 73, 75, 77, 78, 84, 87, 88, 90, 91, 94, 95, 97, 99, 100, 103, 107, 108, 109, 110, 114, 118, 120, 123, 125, 130, 137, 139, 140, 143

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Call Intake - Demographic fields - Add Demographics to 'Call Intake'
Resolves an issue to ensure that the 'Call Intake' form does not contain the 'Demographics' section when the registry setting 'Add Demographics to Call Intake' is set to "N".
The 'Call Intake' form contains the 'Demographics' section when the registry setting 'Add Demographics To Call Intake' set to 'Y'.
Topics
• Call Intake • NX • Site Specific Section Modeling
 
Acceptance Tests
AV-84777 Summary | Details
Call Intake - Demographic fields - Add Demographics to 'Call Intake'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Call Intake
  • Discharge
  • Registry Settings (PM)
  • Site Specific Section Modeling (PM)
Scenario 1: Site Specific Section Modeling - Validating Site Specific Demographic fields - Registry Setting 'Add Demographics to Call Intake'
Specific Setup:
  • Registry Setting 'Add Demographics to Call Intake' is set to 'Y'.
Steps
  1. Open the 'Site Specific Section Modeling' form.
  2. Select "PATIENT510 (Admission) Demographics" in the drop-down.
  3. Click [OK].
  4. Select the 'Prompt Definition' section.
  5. Select desired site specific prompt to add to the 'Demographic' section of the form. Note the name of the fields.
  6. Select 'No' in the 'Exclude from Data Collection Instrument' field.
  7. Submit the form.
  8. Open the 'Admission' or 'Admission(Outpatient)' form.
  9. Select the 'Demographics' section of the form.
  10. The correct site specific fields are added which are set to 'No' in the 'Exclude from Data Collection Instrument' field of the 'Site Specific Section Modeling' form from the above step.
  11. Open the 'Discharge' form.
  12. Go to the 'Demographics' section of the 'Discharge' form.
  13. The correct site specific fields are added which are set to 'No' in the 'Exclude from Data Collection Instrument' field of the 'Site Specific Section Modeling' form from the above step.
  14. Open the 'Call Intake' form.
  15. The correct site specific fields are added which are set to 'No' in the 'Exclude from Data Collection Instrument' field of the 'Site Specific Section Modeling' form from the above step.
  16. Open the 'Site Specific Section Modeling' form.
  17. Select "PATIENT510 (Admission) Demographics" in the drop-down.
  18. Click [OK].
  19. Select the 'Prompt Definition' section.
  20. Select desired site specific prompt to remove from the 'Demographic' section of the form. Note the name of the fields.
  21. Select 'Yes' in the 'Exclude from Data Collection Instrument' field.
  22. Submit the form.
  23. Open the 'Admission' or 'Admission(Outpatient)' form.
  24. Select the 'Demographics' section of the form.
  25. The correct site specific fields are removed which are set to 'Yes' in the 'Exclude from Data Collection Instrument' field of the 'Site Specific Section Modeling' form from the above step.
  26. Close the form.
  27. Open the 'Discharge' form.
  28. Go to the 'Demographics' section of the 'Discharge' form.
  29. The correct site specific fields are removed which are set to 'Yes' in the 'Exclude from Data Collection Instrument' field of the 'Site Specific Section Modeling' form from the above step.
  30. Close the form.
  31. Open the 'Call Intake' form.
  32. The correct site specific fields are removed which are set to 'Yes' in the 'Exclude from Data Collection Instrument' field of the 'Site Specific Section Modeling' form from the above step.
  33. Close the form.
Scenario 2: Call Intake - Demographics section - Registry setting 'Add Demographics to Call Intake'
Specific Setup:
  • Registry Setting:
  • The 'Add Demographics to Call Intake' is set to 'Y'. Please note: Selecting 'Y' adds the 'Demographics' tab and the prompts, 'Sex', 'Age' and 'Date Of Birth', to the 'Call Intake' form.
Steps
  1. Open 'Call Intake' form.
  2. Verify the form contains 'Demographics' section.
  3. Set 'Last Name' to any last name (not an existing client).
  4. Set 'First Name' to any first name.
  5. Select any gender in the 'Sex' drop down list
  6. Click [Search].
  7. Click [New Client].
  8. Click [Call] in the 'Call Or Walk-in' field.
  9. Set the 'Caller Name' to any LastName, FirstName.
  10. Set the 'Call Date' to any date.
  11. Set the 'Call Time' to any time.
  12. Select any value from the 'Program' drop down list.
  13. Select any value from the 'Disposition' drop down list.
  14. Enter any text in the 'Comments for the call intake' text box.
  15. Set the 'Date of Birth' to any date in the past.
  16. Set the 'Social Security Number' to any SSN.
  17. Click the 'Demographics' tab.
  18. Select any value in the 'Prefix' drop down list.
  19. Set the 'Client's Address - Street' to any address.
  20. Set the 'Client's Address - Zipcode' to any Zipcode.
  21. Set the 'Client's Home Phone' to any phone number.
  22. Set the 'Client's Work Phone' to any phone number.
  23. Set the 'Client's Cell Phone' to any phone number.
  24. Set the 'Client's Email Address' to any email address.
  25. Select any value in the 'Communication Preference' field.
  26. Select any value in the 'Primary Language' drop down list.
  27. Select any value in the 'Client Race' drop down list.
  28. Select any value in the 'Other Race(s)' list.
  29. Select any value in the 'Ethnic Origin' drop down list.
  30. Select any value from the 'Religion' drop down list.
  31. Set the 'Place of Birth' to any value.
  32. Select any value from the 'Marital Status' drop down list.
  33. Select any value from the 'Education' drop down list.
  34. Select any value from the 'Employment Status' drop down list.
  35. Select any value from the 'Occupation' drop down list.
  36. Select any value from the 'Are you heterosexual, lesbian, gay, bisexual, transgender or do you question your sexual orientation?' field.
  37. Select any value from the 'Smoker' drop down list.
  38. Set the 'Smoking Status Assessment Date' to any date.
  39. Set the 'Client's Mailing Address - Street' to any address.
  40. Set the 'Client's Mailing Address - Street 2' to any address.
  41. Set the 'Client's Mailing Address - Zipcode' to any Zipcode.
  42. Set the 'Client's Mailing Address - City' to any City.
  43. Set the 'Client's Mailing Address - State' to any State.
  44. Select any value from the 'Client's Mailing Address - County' field.
  45. Click [Submit].
  46. Open the 'Call Intake' form for the same client.
  47. Verify the Demographic data is retained and correct.
  48. Close the form.
  49. Open the 'Registry setting' Form.
  50. Set the 'Add Demographics to Call Intake' to 'N'.
  51. Submit the form.
  52. Open 'Call Intake' form.
  53. Verify the form does not contain 'Demographics' section.
  54. Submit the form.
Topics
• Call Intake • NX • Site Specific Section Modeling