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Avatar PM 2023 Update 118

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Known Limitations

There is a known issue with "Risk Level Update" data when accessed via the "All Documents Widget". "TIME" is going to show 12:00AM on each row. This issue will be addressed in a further update.

Recommended Update Level

Avatar PM 2020 Update 37
Avatar PM 2023 Monthly Release 2023.03.00
RADplus 2023 Monthly Release 2023.03.00
RADplus 2023 Update 67

Product Update Description

Two issue with the myAvatarNX All Documents Widget are resolved: The performance of the return for the Managed Care Authorizations form is improved; this only applies to the Managed Care Authorizations form. COMMAND errors return for the Risk Level Update form, whether the client has data in the form or not. NOTE: After this update the Risk Level Update form may not show Episode data when 'All Episodes' is selected, or permit form entry, until RADplus2023 Update #067 is installed.

Required Updates

None

Included Updates

46, 75

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
All Documents Widget - Risk Level Update
An issue has been resolved where COMMAND errors return for the Risk Level Update form whether the client has data in the form or not. NOTE: After this update the Risk Level Update form may not show Episode data when 'All Episodes' is selected, or permit form entry, until RADplus2023 Update #067 is installed.
Topics
• Console Widget • NX • Risk Level Update
 
All Documents Widget - Managed Care Authorizations
Performance of the return for the Managed Care Authorizations form when launched from the "All Documents Widget" is improved.
Topics
• Managed Care Authorizations • NX • Risk Level Update • Widgets
 
Acceptance Tests
AV-91313 Summary | Details
All Documents Widget - Risk Level Update
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Dictionary Update (PM)
  • Registry Settings (CWS)
  • Risk Level Update
  • Site Specific Section Modeling (PM)
  • User Definition
  • All Documents Widget Definition
  • Chart Review
  • NX View Definition
  • View Definition
Scenario 1: Risk Level Update - Field Validations
Specific Setup:
  • Enable the registry setting "Enable Risk Level Functionality".
  • Add the risk levels of "Low" and "High" to the dictionary elements numbers 3100, 3101, 3102. Associate the dictionaries through extended dictionary values.
  • Using "Site Specific Section Modeling" add an "SS Admission Dictionary" field to an Admission form. In the "Product Custom Logic" field, select "Use as Risk Level".
Steps
  1. Using the admission form that has the field that was added via the "Site Specific Section Modeling" form
  2. Admit a client
  3. Select "Low" in the site specific modeling field that was added for "Risk Level" value.
  4. Submit the form.
  5. Open the "Risk Level Update" form.
  6. File a form changing the risk level.
  7. Validate the update row is created.
Scenario 2: All Document Widget - Validate Risk Level Update
Specific Setup:
  • Using the "All Documents Widget Definition" form:
  • Add "Risk Level Update" form to a widget.
  • Enable the registry setting "Enable Risk Level Functionality".
  • Give the user access to the "Risk Level Update" form.
  • Set up the Dictionary elements for the "Client" file.
  • Set up codes for different values for instance "High" and "Low" in dictionary 3100, 3101 and 3102.
  • Set up Reasons for Change to risk level in dictionary 3103.
  • Also set up the extended dictionary data elements for each dictionary value.
  • Using "Site Specific Section Modeling":
  • Add a site specific Admission dictionary field for the initial setting of the "Risk Level".
  • This field is being added to the Admission form so initial "Risk Level" value can be established at admission.
  • Designate "Use as Risk Level" in "Product Custom Logic".
  • Admit a test client and populate the field added to the form for the initial "Risk Level" value.
  • Add the "All Documents Widget" to the user's home view.
  • Add the "Risk Level Update" form to the "Chart Review" form.
Steps
  1. Open the "Risk Level Update" form for the test client.
  2. Change the "Risk Level" to a level different from what it is currently.
  3. Navigate to the view set up for the "All Documents Widget".
  4. Select the "Risk Level Update" section of the "All Documents Widget".
  5. Validate the row that was added via the "Risk Level Update" form appears.
  6. Select that row.
  7. Validate it displays in the "Console Widget Viewer".
  8. Click "Open Record" in the "Console Widget Viewer".
  9. Add a new row to the "Risk Level Update" table.
  10. Close out the form.
  11. Return to the "All Documents Widget".
  12. Return to the "Risk Level Update" section.
  13. Click "New Record".
  14. Enter a new "Risk Level Update" row.
  15. Validate the newly added row appears in the "All Documents Widget".
  16. Open the "Chart Review" form.
  17. Select the test client.
  18. Select "Risk Level Update" from the list of documents.
  19. Validate the appropriate number of rows appear under the appropriate episode.
  20. Edit a row of data.
  21. Return to the chart.
  22. Refresh the chart.
  23. Validate the changed data.
  24. Add a row of "Risk Level Update" via the chart.
  25. Return to the chart.
  26. Refresh the chart.
  27. Validate the row of data was added to the chart.
Topics
• Console Widget • NX • Risk Level Update
AV-91452 Summary | Details
All Documents Widget - Managed Care Authorizations
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chart Review
  • Risk Level Update
  • Admission
  • Financial Eligibility
  • Managed Care Authorizations
Scenario 1: Chart Review - Risk Level Update
Specific Setup:
  • Tester must add the "Risk Level Update" form to the "Chart Review" form.
  • Registry Setting "Enable Risk Level Functionality" is enabled.
  • Tester must give the Avatar User access to the "Risk Level Update".
Steps
  1. Open "Chart Review" form.
  2. Open the "Risk Level Update" form on the chart.
  3. Click "Add".
  4. Update a client's risk level.
  5. Click "Submit" to file data and return to the chart.
  6. Click "Refresh".
  7. Validate the updated risk level data displays at it was entered.
  8. Click "Edit".
  9. Edit a client's risk level.
  10. Validate the edited risk level data displays as it was entered.
Scenario 2: All Documents Widget - Managed Care Authorizations
Specific Setup:
  • Admit a test client into any episode.
  • Be sure to populate the social security number.
  • Using "Financial Eligibility", assign a guarantor to the test client.
  • Using the "Managed Care Authorizations" form:
  • Enter an authorization for the test client.
  • Using the "All Documents Widget Definition" form:
  • Add "Managed Care Authorizations" to the widget.
  • Add the "All Documents Widget" to the user's home view or an associated view.
Steps
  1. Open the "Managed Care Authorizations" form.
  2. Enter a managed care authorization record for the guarantor assigned to the test client via "Financial Eligibility".
  3. Submit to file data.
  4. Navigate to the view with the "All Documents Widget" where "Managed Care Authorizations" data can be accessed.
  5. Navigate to the "Managed Care Authorizations" sections.
  6. Validate the client's managed care data is present.
  7. Click "Open" to open the document in the "Console Widget Viewer".
  8. Validate the document displays appropriately in the "Console Widget Viewer".
  9. Click "Open Record".
  10. Edit the data in the record.
  11. Close the record.
  12. Click "Refresh" on the "All Documents Widget".
  13. Click "New Record".
  14. Add a new "Managed Care Authorization" row.
  15. Return to the "All Documents Widget".
  16. Click "Refresh" on the "All Documents Widget".
  17. Validate the document displays appropriately in the "Console Widget Viewer".
Topics
• Managed Care Authorizations • NX • Risk Level Update • Widgets