Avatar PM 2022 Update 26

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Product Requirements / Recommendations

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Product Update Form Description

The 'Disclosure Management' form is enhanced to allow using the 'Site Specific Modeling' form to change how future date values are validated for the fields 'Request Information Start Date','Request Information End Date', 'Authorization Start Date', and 'Authorization End Date', by setting the 'Allow Future Dates' radio button on the 'Site Specific Modeling' form. This update requires RADplus 2022 update 20 for any of the enhanced functionality to be used.

Included Updates

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-78704 Details | User Acceptance Tests

Disclosure Management - Future Dates

The 'Disclosure Management' form is enhanced to allow using the 'Site Specific Modeling' form to allow, warn or error for future dates for the fields 'Request Information Start Date', 'Request Information End Date', 'Authorization Start Date', and 'Authorization End Date'.

Value Added: This feature can add more clarity to users for date fields to not allow future dates where appropriate.

Topics

• Disclosure

Acceptance Tests

AV-78704 Summary | Details

Disclosure Management - Future Dates

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

Disclosure Management

Scenario 1: Disclosure Management - Future Dates

Specific Setup:

Using 'Site Specific Section Modeling' the following fields must be set accordingly:

"Request Date" set to a 'warning' ("Warning").
"'Request For Information Start Date" set to an error dialog when future dates are selected ("Error").
"'Request For Information End Date" set to an error dialog when future dates are selected ("Error").
"Authorization Start Date" set to a warning ("Warning").
"Authorization End Date" set to a warning ("Warning").
"Disclosure Date" set to a warning ("Warning").

A client must be enrolled in an existing episode (Client A).

Steps

Select "Client A" and access the 'Disclosure Management' form.
Set the 'Request Date' field to a future date.
Validate the 'Warning' Dialog is displayed and click [Cancel].
Set the 'Request Date' field to the current date.
Validate the 'Request Date' field is set to the current date.
Set the 'Request For Information Start Date' field to a future date.
Validate the 'Error' Dialog is displayed and click [OK].
Set the 'Request For Information Start Date' field to a date in the past.
Validate the 'Request For Information Start Date' field is set a date in the past.
Set the 'Request For Information End Date' field to a future date.
Validate the 'Error' Dialog is displayed and click [OK].
Set the 'Request For Information End Date' field to the current date.
Validate the 'Request For Information End Date' field is set to the current date.
Select desired episodes from the 'Request Episode(s)' field.
Select desired items from the 'Requested Chart Items' field.
File and save an Organization.
Select 'Authorization'.
Set the 'Authorization Start Date' field to a future date.
Validate the 'Warning' Dialog is displayed and click [Cancel].
Set the 'Authorization Start Date' field to a date in the past.
Validate the 'Authorization Start Date' field is set a date in the past.
Set the 'Authorization End Date' field to a future date.
Validate the 'Warning' Dialog is displayed and click [Cancel].
Set the 'Authorization End Date' field to the current date.
Validate the 'Authorization End Date' field is set to the current date.
Select desired episodes from the 'Authorization Episode(s)' field.
Select "Yes" and click [Update Chart Items Authorized for Disclosure].
Click [Save].
Select 'Disclosure'.
Set the 'Disclosure Date' field to a future date.
Validate the 'Warning' Dialog is displayed and click [Cancel].
Set the 'Disclosure Date' field to the current date.
Set the 'Disclosure Time' to the current time.
Select desired charts from the 'Chart Disclosure Information'.
Select 'Electronic' and click [Process].
Select "Client A" and access the 'Disclosure Management' form.
Validate a new disclosure was filed.

Topics

• Disclosure