Avatar PM - Team Caseload Assignment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Admission
- Dynamic Form - Admission - Client
Scenario 1: Avatar PM - Team Caseload Assignment
Specific Setup:
- The 'RADplus->System Security->Team Definition->->->Update Physician Team Caseload based on Admitting or Attending Practitioner' registry setting must be set to "Y".
- Please log out of the application and log back in after completing the above configuration.
- Three practitioners must exist (Practitioner A) (Practitioner B) (Practitioner C).
- Three users must exist (User A) (User B) (User C).
- "User A" must be associated with "Practitioner A", "User B" must be associated with "Practitioner B", and "User C" must be associated with "Practitioner C".
- Two teams must exist. (Team 1) (Team 2).
- In the "Team Definition" form "Team 1" must have 'Active', 'Physician Team', and 'Disable Adding Clients to Caseload' all set to "Yes".
- In the "Team Definition" form assign "User A" and "User B" to "Team 1".
- In the "Team Definition" form "Team 2" must have 'Active' and 'Physician Team' set to "yes" and 'Disable Adding Clients to Caseload' set to "No".
- In the "Team Definition" form assign "User A" and "User C" to "Team 2".
Steps
- Access the 'Admission' form and admit a new client (Client A).
- Assign "Practitioner A" as "Client A's" admitting practitioner and administering practitioner.
- Access the 'Admission' form and admit a new client (Client B).
- Assign "Practitioner B" as "Client B's" admitting practitioner and administering practitioner.
- Access the 'Admission' form and admit a new client (Client C).
- Assign "Practitioner C" as "Client C's" admitting practitioner and administering practitioner.
- Access the 'Admission' form and admit a new client (Client D).
- Assign "Practitioner B" as "Client D's" admitting practitioner and "Practitioner C" as "Client D's" administering practitioner.
- Log out and then log back in under "User A"
- Validate that the 'Client and Data' widget contains "Client A", "Client C", and "Client D".
- Log out and then log back in under "User B"
- Validate that the 'Client and Data' widget contains "Client B" and "Client D".
- Log out and then log back in under "User C"
- Validate that the 'Client and Data' widget contains "Client A", "Client C", and "Client D".
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Topics
• myAvatar/myAvatar NX
• NX
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