Skip to main content

Avatar PM 2022 Update 27

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

Avatar PM required
RADplus required

Product Update Form Description

The following issues are resolved: 1) In the NX Quick Action 'Update Client Data', the registry setting 'Convert Client Address to All Uppercase' is ignored. 2) In the NX Quick Action 'Update Client Data', the registry setting 'Update Financial Eligibility Data' is ignored. 3) In the NX Quick Action 'Update Client Data', the 'State' and 'County' fields do not display available options and may file data incorrectly. 4) In the NX Quick Action 'Update Client Data', the 'City' and 'State' fields do not populate automatically if a 9-digit zip code is entered. 5) In the NX Quick Action 'Update Client Data', changing a client's name may result in incorrect data for the 'Client First Name' and 'Client Last Name' fields. 6) In the NX Quick Action 'Emergency Contact', if the 'Sort Episodes by Admission Date' registry setting is set to "Y", the episode selection drop-down will contain invalid characters.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED3
Fixed (3)
Quick Action - Update Client Data
The 'State' and 'County' fields in the 'Update Client Data' Quick Action will be drop-down selection fields, and will allow selection, file properly, and populate with data properly.
Topics
• NX • Update Client Data
 
Quick Action - Update Client Data
Several issues resolved in the Update Client Data Quick Action: 1) An issue that could occur where the registry setting "Convert Client Address to All Uppercase" is ignored when it's enabled. 2) An issue that could occur where the registry setting "Update Financial Eligibility Data" is ignored when it's enabled. 3) Not recognizing a 9 digit zip code entered with a "-" therefore, the City/State does not populate automatically. 4) An issue that can occur when changing a client's name may result in incorrect data for the "Client First Name" and "Client Last Name". KB0068895 v0.01
Topics
• NX • Update Client Data
 
Quick Action - Emergency Contact Information
An issue is resolved in the 'Emergency Contact' Quick Action that can occur when the 'Sort Episodes by Admission Date' registry setting is set to 'Y' causing the episode selection drop-down to contain invalid characters.
Topics
• NX
 
Acceptance Tests
AV-65908 Summary | Details
Quick Action - Update Client Data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • App Dashboard
  • Dynamic Form - NX View Definition
  • Dynamic Form - View Definition - Select Views
  • MPI Search
  • NX View Definition
  • Quick Actions Page
  • Update Client Data
  • View Definition
Scenario 1: Quick Action - Update Client Data - 9 digit zip code
Specific Setup:
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the Quick Action for "Update Client Data".
  • Admit a test client.
Steps
  1. Select the test client.
  2. Navigate to the "Quick Actions" widget.
  3. Locate the "Update Client Data" Quick Action.
  4. Click "Add" button.
  5. Enter an address with a 9-digit zip code.
  6. Validate that once you tab out of the field, it populates with the "City" and "State" values appropriate for the zip code.
  7. Click "Save".
  8. Click "Add" on the "Update Client Data" Quick Action.
  9. Validate the "Zip Code", "City" and "State" fields display appropriately.
  10. Open the "Update Client Data" form.
  11. Validate the same fields all display in uppercase letters.
Scenario 2: Quick Action - Update Client Data - 5 digit zip code
Specific Setup:
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the Quick Action for "Update Client Data".
  • Admit a test client.
Steps
  1. Select the test client.
  2. Navigate to the "Quick Actions" widget.
  3. Locate the "Update Client Data" Quick Action.
  4. Click "Add" button.
  5. Enter an address with a 5-digit zip code.
  6. Validate that once you tab out of the field, it populates with the "City" and "State" values appropriate for the zip code.
  7. Click "Save".
  8. Click "Add" on the "Update Client Data" Quick Action.
  9. Validate the "Zip Code", "City" and "State" fields display appropriately.
  10. Open the "Update Client Data" form.
  11. Validate the same fields all display in uppercase letters.
Topics
• NX • Update Client Data
AV-78150 Summary | Details
Quick Action - Update Client Data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • App Dashboard
  • Dynamic Form - NX View Definition
  • Dynamic Form - View Definition - Select Views
  • MPI Search
  • NX View Definition
  • Quick Actions Page
  • Update Client Data
  • View Definition
  • Dynamic Form - Site Specific Section Modeling (CWS)
  • Registry Settings (PM)
  • Site Specific Section Modeling (PM)
Scenario 1: Quick Action - Update Client Data - 9 digit zip code
Specific Setup:
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the Quick Action for "Update Client Data".
  • Admit a test client.
Steps
  1. Select the test client.
  2. Navigate to the "Quick Actions" widget.
  3. Locate the "Update Client Data" Quick Action.
  4. Click "Add" button.
  5. Enter an address with a 9-digit zip code.
  6. Validate that once you tab out of the field, it populates with the "City" and "State" values appropriate for the zip code.
  7. Click "Save".
  8. Click "Add" on the "Update Client Data" Quick Action.
  9. Validate the "Zip Code", "City" and "State" fields display appropriately.
  10. Open the "Update Client Data" form.
  11. Validate the same fields all display in uppercase letters.
Scenario 2: Quick Action - Update Client Data - Convert Client Address to All Uppercase enabled
Specific Setup:
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the Quick Action for "Update Client Data".
  • Admit a test client.
  • Enable registry setting "Convert Client Address To All Uppercase".
Steps
  1. Select the test client.
  2. Navigate to the "Quick Actions" widget.
  3. Locate the "Update Client Data" Quick Action.
  4. Click "Add" button.
  5. Enter "Address - Street", "Apartment or Unit", and "City" in all lower case letters.
  6. Validate that once you tab out of the field, it's converted to all uppercase letters.
  7. Click "Save".
  8. Click "Add" on the "Update Client Data" Quick Action.
  9. Validate the data that displays in "Address - Street", "Apartment or Unit", and "City" are all uppercase letters.
  10. Open the "Update Client Data" form.
  11. Validate the same fields all display in uppercase letters.
Scenario 3: Quick Action - Update Client Data - 5 digit zip code
Specific Setup:
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the Quick Action for "Update Client Data".
  • Admit a test client.
Steps
  1. Select the test client.
  2. Navigate to the "Quick Actions" widget.
  3. Locate the "Update Client Data" Quick Action.
  4. Click "Add" button.
  5. Enter an address with a 5-digit zip code.
  6. Validate that once you tab out of the field, it populates with the "City" and "State" values appropriate for the zip code.
  7. Click "Save".
  8. Click "Add" on the "Update Client Data" Quick Action.
  9. Validate the "Zip Code", "City" and "State" fields display appropriately.
  10. Open the "Update Client Data" form.
  11. Validate the same fields all display in uppercase letters.
Scenario 4: Quick Action - Update Client Data - Update Financial Eligibility Data enabled
Specific Setup:
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the Quick Action for "Update Client Data".
  • Select a client who has existing financial eligibility data.
  • Enable the registry setting "Update Financial Eligibility Data".
Steps
  1. Navigate to the "Quick Action" widget.
  2. Click "Add" on the "Update Client Data" item.
  3. Enter a new name and address for the client with existing financial eligibility data.
  4. Enter the following SQL statement to view the listed fields in SYSTEM.billing_guar_subs_data: SELECT subs_name,subs_name_first,subs_name_last,subs_address_street1,subs_address_street2,subs_address_city,subs_address_state,subs_addess_zip FROM SYSTEM.billing_guar_subs_data to validate that these columns were changed when the Quick Action was filed.
Scenario 5: Quick Action - Update Client Data - Update Financial Eligibility Data disabled
Specific Setup:
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the Quick Action for "Update Client Data".
  • Select a client who has existing financial eligibility data.
  • Disable the registry setting "Update Financial Eligibility Data".
Steps
  1. Navigate to the "Quick Action" widget.
  2. Click "Add" on the "Update Client Data" item.
  3. Enter a new name and address for the client with existing financial eligibility data.
  4. Enter the following SQL statement to view the listed fields in SYSTEM.billing_guar_subs_data: SELECT subs_name,subs_name_first,subs_name_last,subs_address_street1,subs_address_street2,subs_address_city,subs_address_state,subs_addess_zip FROM SYSTEM.billing_guar_subs_data to validate that these columns were not changed when the Quick Action was filed.
Topics
• NX • Update Client Data
AV-78706 Summary | Details
Quick Action - Emergency Contact Information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Dynamic Form - NX View Definition
  • Dynamic Form - View Definition - Select Views
  • NX View Definition
  • Quick Actions Page
  • Registry Settings (PM)
  • View Definition
Scenario 1: Quick Action - Emergency Contact Information - Sort Episodes by Admission Date registry setting enabled
Specific Setup:
  • Registry Setting "Sort Episodes By Admission Date" is enabled.
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the "Emergency Contact Information" form to the available "Quick Actions".
Steps
  1. Select a test client.
  2. Navigate to the "Quick Actions" widget.
  3. Select the "Emergency Contact Information Quick Action".
  4. Fill out the form, noting that the Episodes are sorted in admission date order.
Scenario 2: Quick Action - Emergency Contact Information - Sort Episodes by Admission Date disabled
Specific Setup:
  • Registry Setting "Sort Episodes By Admission Date" is disabled.
  • Using the "View Definition" form, add the "Quick Actions" widget to the user's HomeView.
  • Using the "NX View Definition" form, add the "Emergency Contact Information" form to the available "Quick Actions".
Steps
  1. Select a test client.
  2. Navigate to the "Quick Actions" widget.
  3. Select the "Emergency Contact Information Quick Action".
  4. Fill out the form, noting that the Episodes aren't sorted in admission date order.
Topics
• NX

 

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Page type
    Reference
  2. Tags
    1. content:release
    2. llm-no-index
    3. role:sysadmin
    4. search:ready