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Avatar PM 2023 Update 155

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2023 Monthly Release 2023.03.01
RADplus 2023 Monthly Release 2023.03.01

Product Update Description

The hard error "[UNDEFINED] ViewReferral+? ^ReferralProcessingForm" that may occur in the 'Process Internal Referral' for is resolved.

Required Updates

None

Included Updates

54

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Process Internal Referrals Form: Processing Internal Referral
Resolves an issue to ensure that the internal referral is processed successfully. KB0075308 v0.01
Topics
• Referral
 
Process Internal Referrals: Internal Referral Information
Resolves an issue to ensure that the aliased and non-aliased fields display value description and code in the 'Internal Referral Information' field of the 'Process Internal Referrals' form. KB0075369 v0.01
Topics
• Referral
 
Acceptance Tests
AV-92597 Summary | Details
Process Internal Referrals Form: Processing Internal Referral
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Admission (Outpatient)
  • Group Member Assignment
  • Internal Referral Type Maintenance
  • Table Definition (PM)
  • User Definition
  • Internal Client Referrals
  • Performing Provider Association - Error
  • Process Internal Referrals
Scenario 1: Internal Referral Type Maintenance - Validating all the 'Internal Referral Type Category'
Specific Setup:
  • Form Definition:
  • Create or identify an existing a user-defined (modeled) form that collects the additional referral information needed to approve or reject a referral. Note the form name and Table name.
  • The form must contain a Non Scrolling Free Text data element that has been configured in Table Definition as a Referral Group. Note the field name.
  • Table Definition:
  • A Non Scrolling Free Text data element that has been configured as a Referral Group. Note the field name.
  • Admission:
  • Create a new client or identify an existing client. Note the client id, name.
Steps
  1. Open the 'Internal Referral Type Maintenance' form.
  2. Select 'Add Internal Referral type' in the 'Add Or Edit Internal Referral Type' field.
  3. Verify the 'Internal Referral Type Code' field displays the identification code assigned to the referral type.
  4. Enter desired name in the 'Internal Referral Type Name' field. Note the name.
  5. Select 'Program' in the 'Internal Referral Type Category' field.
  6. Select desired program from the 'Program' field.
  7. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
  8. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
  9. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
  10. Select desired user from the 'Select User' search box.
  11. Click [Add User].
  12. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
  13. Click [Submit].
  14. Select 'Yes' to 'Form Return' Message.
  15. Enter desired name in the 'Internal Referral Type Name' field. Note the name.
  16. Select 'Group' in the 'Internal Referral Type Category' field.
  17. Select desired group from the 'Group' field. Note the group name/code.
  18. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
  19. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
  20. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
  21. Select desired user from the 'Select User' search box.
  22. Click [Add User].
  23. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
  24. Click [Submit].
  25. Select 'Yes' to 'Form Return' Message.
  26. Enter desired name in the 'Internal Referral Type Name' field. Note the name.
  27. Select 'Team' in the 'Internal Referral Type Category' field.
  28. Select desired team from the 'Team' field. Note the team name/code.
  29. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
  30. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
  31. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
  32. Select desired user from the 'Select User' search box.
  33. Click [Add User].
  34. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
  35. Click [Submit].
  36. Select 'Yes' to 'Form Return' Message.
  37. Enter desired name in the 'Internal Referral Type Name' field. Note the name.
  38. Select 'Other' in the 'Internal Referral Type Category' field.
  39. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
  40. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
  41. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
  42. Select desired user from the 'Select User' search box.
  43. Click [Add User].
  44. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
  45. Click [Submit].
  46. Select 'No' to 'Form Return' Message.
  47. Open the 'Internal Client Referral' form.
  48. Select desired client in the 'Client Being Referred' field.
  49. Select 'Program' in the 'Internal Referral Type Category' field.
  50. Validate the 'Internal Referral Type Being Requested' field displays only the 'Program' type referrals.
  51. Select desired referral type from the 'Internal Referral Type Being Requested' field.
  52. Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field.
  53. The Internal Referral Type Description field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
  54. Validate the 'Internal Referral Program' field is marked as a required field and it is auto populated with the program selected in the 'Internal Referral Type Maintenance' form.
  55. Select 'Group' in the 'Internal Referral Type Category' field.
  56. Validate the 'Internal Referral Type Being Requested' field displays only the 'Group' type referrals.
  57. Select desired referral type from the 'Internal Referral Type Being Requested' field.
  58. Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field.
  59. The Internal Referral Type Description field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
  60. Validate the 'Internal Referral Group' field is marked as a required field and it is auto populated with the group selected in the 'Internal Referral Type Maintenance' form.
  61. Select 'Team' in the 'Internal Referral Type Category' field.
  62. Validate the 'Internal Referral Type Being Requested' field displays only the 'Team' type referrals.
  63. Select desired referral type from the 'Internal Referral Type Being Requested' field.
  64. Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field.
  65. The 'Internal Referral Type Description' field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
  66. Validate the 'Internal Referral Team' field is marked as a required field and it is auto populated with the team selected in the 'Internal Referral Type Maintenance' form.
  67. Close the form.
Scenario 2: Process Internal Referrals
Specific Setup:
  • Form Definition:
  • Create or identify an existing a user-defined (modeled) form that collects the additional referral information needed to approve or reject a referral. Note the form name and Table name.
  • The form must contain a Non Scrolling Free Text data element that has been configured in Table Definition as a Referral Group. Note the field name.
  • Table Definition:
  • A Non Scrolling Free Text data element that has been configured as a Referral Group. Note the field name.
  • Admission:
  • Create a new client or identify an existing client. Note the client id, name, admission program value/code.
  • Internal Referral type maintenance:
  • Desired internal referral type is created to be used for the client. Note the referral type.
  • Internal Client Referral :
  • Internal client referral created for the desired client using the referral type created.
Steps
  1. Open the 'Process Internal Referrals' form.
  2. Verify that the form lists initiated referrals ready to be processed in a grid.
  3. From the list to be processed the user will be able to assign a new status of 'Accepted', 'Rejected', 'Rejected – More Information Needed' or 'Waitlist' as well.
  4. Select desired internal referral in the grid.
  5. Verify the fields listed in the 'Internal Referral Information' section contains code and value of the field.
  6. Select desired status.
  7. Click [Process internal referral].
  8. Verify the referral processed successfully.
  9. Ensure it is removed from grid(even if it’s the only one in the grid left).
  10. Ensure that a to do item sent back to user that filed 'Internal Client Referrals' form.
Topics
• Referral
AV-92916 Summary | Details
Process Internal Referrals: Internal Referral Information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Admission (Outpatient)
  • Group Member Assignment
  • Internal Referral Type Maintenance
  • Table Definition (PM)
  • User Definition
  • Internal Client Referrals
  • Performing Provider Association - Error
  • Process Internal Referrals
Scenario 1: Internal Referral Type Maintenance - Validating all the 'Internal Referral Type Category'
Specific Setup:
  • Form Definition:
  • Create or identify an existing a user-defined (modeled) form that collects the additional referral information needed to approve or reject a referral. Note the form name and Table name.
  • The form must contain a Non Scrolling Free Text data element that has been configured in Table Definition as a Referral Group. Note the field name.
  • Table Definition:
  • A Non Scrolling Free Text data element that has been configured as a Referral Group. Note the field name.
  • Admission:
  • Create a new client or identify an existing client. Note the client id, name.
Steps
  1. Open the 'Internal Referral Type Maintenance' form.
  2. Select 'Add Internal Referral type' in the 'Add Or Edit Internal Referral Type' field.
  3. Verify the 'Internal Referral Type Code' field displays the identification code assigned to the referral type.
  4. Enter desired name in the 'Internal Referral Type Name' field. Note the name.
  5. Select 'Program' in the 'Internal Referral Type Category' field.
  6. Select desired program from the 'Program' field.
  7. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
  8. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
  9. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
  10. Select desired user from the 'Select User' search box.
  11. Click [Add User].
  12. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
  13. Click [Submit].
  14. Select 'Yes' to 'Form Return' Message.
  15. Enter desired name in the 'Internal Referral Type Name' field. Note the name.
  16. Select 'Group' in the 'Internal Referral Type Category' field.
  17. Select desired group from the 'Group' field. Note the group name/code.
  18. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
  19. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
  20. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
  21. Select desired user from the 'Select User' search box.
  22. Click [Add User].
  23. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
  24. Click [Submit].
  25. Select 'Yes' to 'Form Return' Message.
  26. Enter desired name in the 'Internal Referral Type Name' field. Note the name.
  27. Select 'Team' in the 'Internal Referral Type Category' field.
  28. Select desired team from the 'Team' field. Note the team name/code.
  29. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
  30. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
  31. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
  32. Select desired user from the 'Select User' search box.
  33. Click [Add User].
  34. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
  35. Click [Submit].
  36. Select 'Yes' to 'Form Return' Message.
  37. Enter desired name in the 'Internal Referral Type Name' field. Note the name.
  38. Select 'Other' in the 'Internal Referral Type Category' field.
  39. Select the modeled form created or identified in the setup section to associate with this referral type in the 'Assessment Associated With Internal Referral Type' field.
  40. Select 'No' in the 'Does This Internal Referral Type Have A Waitlist?' field.
  41. Enter desired description of this referral for use in displays and reporting in the 'Internal Referral Type Description' field.
  42. Select desired user from the 'Select User' search box.
  43. Click [Add User].
  44. Verify the 'User(s) To Receive Internal Referrals' field displays a list of users who are assigned to this referral.
  45. Click [Submit].
  46. Select 'No' to 'Form Return' Message.
  47. Open the 'Internal Client Referral' form.
  48. Select desired client in the 'Client Being Referred' field.
  49. Select 'Program' in the 'Internal Referral Type Category' field.
  50. Validate the 'Internal Referral Type Being Requested' field displays only the 'Program' type referrals.
  51. Select desired referral type from the 'Internal Referral Type Being Requested' field.
  52. Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field.
  53. The Internal Referral Type Description field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
  54. Validate the 'Internal Referral Program' field is marked as a required field and it is auto populated with the program selected in the 'Internal Referral Type Maintenance' form.
  55. Select 'Group' in the 'Internal Referral Type Category' field.
  56. Validate the 'Internal Referral Type Being Requested' field displays only the 'Group' type referrals.
  57. Select desired referral type from the 'Internal Referral Type Being Requested' field.
  58. Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field.
  59. The Internal Referral Type Description field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
  60. Validate the 'Internal Referral Group' field is marked as a required field and it is auto populated with the group selected in the 'Internal Referral Type Maintenance' form.
  61. Select 'Team' in the 'Internal Referral Type Category' field.
  62. Validate the 'Internal Referral Type Being Requested' field displays only the 'Team' type referrals.
  63. Select desired referral type from the 'Internal Referral Type Being Requested' field.
  64. Validate the 'Episode' field is enabled and the client episode for which the referral is being made is auto populated in the 'Episode' field.
  65. The 'Internal Referral Type Description' field displays the detailed referral description that was entered on the Internal Referral Type Maintenance form.
  66. Validate the 'Internal Referral Team' field is marked as a required field and it is auto populated with the team selected in the 'Internal Referral Type Maintenance' form.
  67. Close the form.
Scenario 2: Process Internal Referrals
Specific Setup:
  • Form Definition:
  • Create or identify an existing a user-defined (modeled) form that collects the additional referral information needed to approve or reject a referral. Note the form name and Table name.
  • The form must contain a Non Scrolling Free Text data element that has been configured in Table Definition as a Referral Group. Note the field name.
  • Table Definition:
  • A Non Scrolling Free Text data element that has been configured as a Referral Group. Note the field name.
  • Admission:
  • Create a new client or identify an existing client. Note the client id, name, admission program value/code.
  • Internal Referral type maintenance:
  • Desired internal referral type is created to be used for the client. Note the referral type.
  • Internal Client Referral :
  • Internal client referral created for the desired client using the referral type created.
Steps
  1. Open the 'Process Internal Referrals' form.
  2. Verify that the form lists initiated referrals ready to be processed in a grid.
  3. From the list to be processed the user will be able to assign a new status of 'Accepted', 'Rejected', 'Rejected – More Information Needed' or 'Waitlist' as well.
  4. Select desired internal referral in the grid.
  5. Verify the fields listed in the 'Internal Referral Information' section contains code and value of the field.
  6. Select desired status.
  7. Click [Process internal referral].
  8. Verify the referral processed successfully.
  9. Ensure it is removed from grid(even if it’s the only one in the grid left).
  10. Ensure that a to do item sent back to user that filed 'Internal Client Referrals' form.
Topics
• Referral