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Avatar PM 2023 Update 163

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar CareFabric 2023 Update 65
Avatar PM 2023 Monthly Release 2023.03.02
RADplus 2023 Monthly Release 2023.03.02

Product Update Description

The following changes are made: 1) The new field 'Address Type' is added to the 'Admission', 'Discharge', 'Pre Admit', 'Pre Admit Discharge', 'Call Intake' and 'Update Client Data' forms. The SQL tables 'SYSTEM.patient_current_demographics', 'SYSTEM.patient_demographic_history', Client Admission, Client Discharge, Client Demographics, Call Intake and Pre Admit web services are updated accordingly. 2) The new field 'Address Type' is added to the 'Client Alternate Addresses' form. The SQL table 'SYSTEM.client_alternate_address' is updated accordingly. 3) An issue is resolved where the 'Do you have family members that are agricultural workers?' and 'Are you an aged and disabled former migratory agricultural worker?' are not saved in the 'SYSTEM.patient_demographic_history' table when the 'Discharge' form is submitted.

Required Updates

None

Included Updates

7, 10, 11, 16, 17, 18, 21, 25, 29, 31, 32, 33, 34, 35, 39, 44, 48, 56, 57, 58, 59, 62, 63, 64, 65, 66, 67, 72, 73, 76, 77, 78, 79, 82, 85, 86, 88, 89, 93, 94, 96, 98, 100, 101, 102, 103, 104, 105, 106, 109, 110, 115, 116, 119, 120, 121, 122, 125, 128, 129, 130, 133, 134, 135, 136, 139, 140, 143, 149, 153, 154, 157, 159

Details
NEW2 CHANGED0 FIXED0
New (2)
Client Alternate Addresses - 'Address Type' field
The 'Address Type' field is added to the 'Client Alternate Addresses' form. The 'SYSTEM.client_alternate_addresses' SQL table is updated accordingly.
Value Added: Support for Mobile CareGiver+
Topics
• Client Alternate Addresses • Registry Settings
 
Client Demographic forms - 'Address Type' field

The 'Address Type' field is added to the demographic sections of the following forms:

  • 'Admission'
  • 'Admission (Outpatient)'
  • 'Update Client Data'
  • 'Discharge'
  • 'Call Intake'
  • 'Pre Admit'
  • 'Pre Admit Discharge'
    The web services associated with the forms are updated accordingly.
In addition, an issue is resolved where the 'Do you have family members that are agricultural workers?' and 'Are you an aged and disabled former migratory agricultural worker?' fields are not saved in the 'SYSTEM.patient_demographic_history' SQL table when the 'Discharge' form is submitted.
Value Added: Support for Mobile CareGiver+
Topics
• Admission • Admission (Outpatient) • Call Intake • Discharge • Pre Admit • Pre Admit Discharge • Update Client Data • Web Services
 
Acceptance Tests
AV-91334 Summary | Details
Client Alternate Addresses - 'Address Type' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Alternate Addresses
  • Registry Settings (PM)
Scenario 1: Client Alternate Addresses - Form Validations
Specific Setup:
  • The 'Enable Client Alternate Addresses' registry setting must be set to "Y".
  • A client is admitted in an existing episode (Client A).
Steps
  1. Access the 'Client Alternate Addresses' form.
  2. Select "Client A" in the 'Client' field.
  3. Select "Add" in the 'Add/Edit' field.
  4. Enter the desired value in the 'Description' field.
  5. Enter the desired date in the 'Address Start Date' field.
  6. Enter the desired date in the 'Address End Date' field.
  7. Enter the desired value in the 'Address Line 1' field.
  8. Enter the desired value in the 'Address Line 2' field.
  9. Enter the desired value in the 'Zip' field.
  10. Enter the desired value in the 'City' field.
  11. Select the desired value in the 'State' field.
  12. Enter the desired value in the 'Contact Name field.
  13. Enter the desired value in the 'Contact Phone' field.
  14. Enter the desired value in the 'Address Notes' field.
  15. Select the desired value in the 'Address Type' field. Please note: this will display values defined in the '(10006) Location' dictionary.
  16. Select "Yes" in the 'Enabled' field.
  17. Click [File].
  18. Validate a message is displayed stating: Saved.
  19. Click [OK].
  20. Validate the 'Client' field contains "Client A".
  21. Select "Edit" in the 'Add/Edit' field.
  22. Validate the 'Select Existing Address' field contains the alternate address filed in the previous steps with the 'Address Start Date', 'Address End Date', and 'Description'.
  23. Select the address filed in the previous steps in the 'Select Existing Address' field.
  24. Validate all previously filed data is displayed.
  25. Close the form.
  26. Access Crystal Reports or other SQL Reporting Tool.
  27. Select the PM namespace.
  28. Create a report using the 'SYSTEM.client_alternate_address' SQL table.
  29. Validate there is a row for "Client A" will all previously filed data.
  30. Validate the 'addr_type_code' and 'addr_type_value' fields contain the code/value filed in the previous steps.
  31. Close the report.
Topics
• Client Alternate Addresses • Registry Settings
AV-91335 Summary | Details
Client Demographic forms - 'Address Type' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Site Registration
  • Update Client Data
  • Admission (Outpatient)
  • SoapUI - ClientDemographics
  • Pre Admit Discharge
  • Pre Admit
  • Call Intake
  • Assign MR#
Scenario 1: Validate the 'Admission' form for a new client
Steps
  1. Access the 'Admission' form.
  2. Admit a new client into any episode.
  3. Populate all required and desired fields.
  4. Select the "Demographics" section.
  5. Select the desired value in the 'Address Type' field. Please note: this will display values defined in the '(10006) Location' dictionary.
  6. Click [Submit].
  7. Access the 'Admission' form for the client admitted in the previous steps.
  8. Click [Edit] for the episode added in the previous steps.
  9. Validate the previously filed data is displayed.
  10. Select the "Demographics" section.
  11. Validate the 'Address Type' field contains the value filed in the previous steps.
  12. Close the form.
Scenario 2: 'Admission (Outpatient)' - Verification of form filing
Specific Setup:
  • Site Registration :
  • Sites are defined with hours.
  • Registry setting :
  • Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields = 1&2&3&4&9.
  • Avatar PM->Client Information->Client Demographics->->->Allow Spaces in Client Name = N.
  • Avatar PM->Client Information->Client Demographics->->->Copy Client Name To Alias On Edit = Y.
Steps
  1. Access the 'Admission (Outpatient)' form.
  2. Admit a new client with trailing spaces in client first name and last name.
  3. Populate all required and desired fields.
  4. Validate trailing spaces are auto truncated from the first name and last name.
  5. Select the "Demographics" section.
  6. Select the desired value in the 'Address Type' field. Please note: this will display values defined in the '(10006) Location' dictionary.
  7. Click [Submit].
  8. Access the 'Admission (Outpatient)' form for the client admitted in the previous steps.
  9. Click [Edit] for the episode added in the previous steps.
  10. Validate the previously filed data is displayed.
  11. Select the "Demographics" section.
  12. Validate the 'Address Type' field contains the value filed in the previous steps.
  13. Close the form.
Scenario 3: 'Update Client Data' - Verification of form filing
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Select the desired value in the 'Address Type' field. Please note: this will display values defined in the '(10006) Location' dictionary.
  3. Populate any other desired fields.
  4. Click [Submit].
  5. Select "Client A" and access the 'Update Client Data' form.
  6. Validate the previously filed data is displayed.
  7. Validate the 'Address Type' field contains the value selected in the previous steps.
  8. Close the form.
Scenario 4: 'Discharge' form - Field Validation
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Select an existing episode and click [Edit].
  3. Enter the desired date in the 'Date Of Discharge' field.
  4. Enter the desired time in the 'Discharge Time' field.
  5. Select the desired value in the 'Type Of Discharge' field.
  6. Select the desired practitioner in the 'Discharge Practitioner' field.
  7. Select the "Demographics" section.
  8. Select the desired value in the 'Address Type' field. Please note: this will display values defined in the '(10006) Location' dictionary.
  9. Select the desired value in the 'Do you have family members that are agricultural workers?' field.
  10. Select the desired value in the 'Are you an aged and disabled former migratory agricultural worker?' field.
  11. Click [Submit].
  12. Select "Client A" and access the 'Discharge' form.
  13. Select the discharged episode and click [Edit].
  14. Validate all previously filed data is displayed.
  15. Select the "Demographics" section.
  16. Validate the 'Address Type' field contains the value filed in the previous steps.
  17. Validate the 'Do you have family members that are agricultural workers?' field contains the value filed in the previous steps.
  18. Validate the 'Are you an aged and disabled former migratory agricultural worker?' field contains the value filed in the previous steps.
  19. Close the form.
  20. Access Crystal Reports or other SQL Reporting Tool.
  21. Create a report using the 'SYSTEM.patient_current_demographics' and 'SYSTEM.patient_demographic_history' SQL tables.
  22. Validate a row is displayed for "Client A".
  23. Validate the 'address_type_code' and 'address_type_value' fields contain the code/value filed in the previous steps.
  24. Validate the 'fam_agric_worker_code' and 'fam_agric_worker_value' fields contain the code/value filed in the previous steps.
  25. Validate the 'former_agric_worker_code' and 'former_agric_worker_value' fields contain the code/value filed in the previous steps.
  26. Close the reports.
Scenario 5: 'Call Intake' form - Field Validation
Specific Setup:
  • A client is enrolled in an existing Call Intake program (Client A).
Steps
  1. Select "Client A" and access the 'Call Intake' form.
  2. Select the existing call intake record and click [Edit].
  3. Select the "Demographics" section.
  4. Select the desired value in the 'Address Type' field. Please note: this will display values defined in the '(10006) Location' dictionary.
  5. Click [Submit].
  6. Select "Client A" and access the 'Call Intake' form.
  7. Select the existing call intake record and click [Edit].
  8. Select the "Demographics" section.
  9. Validate the 'Address Type' field contains the value filed in the previous steps.
  10. Close the form.
Scenario 6: 'Pre Admit' form - Field Validation
Specific Setup:
  • A client is enrolled in an existing Pre Admit episode (Client A).
Steps
  1. Select "Client A" and access the 'Pre Admit' form.
  2. Select an existing episode and click [Edit].
  3. Select the "Demographics" section.
  4. Select the desired value in the 'Address Type' field. Please note: this will display values defined in the '(10006) Location' dictionary.
  5. Click [Submit].
  6. Select "Client A" and access the 'Pre Admit' form.
  7. Select an existing episode and click [Edit].
  8. Select the "Demographics" section.
  9. Validate the 'Address Type' field contains the value filed in the previous steps.
  10. Close the form.
Scenario 7: 'Pre Admit Discharge' - Verification of form filing
Specific Setup:
  • A client is enrolled in an existing Pre Admit episode(Client A).
Steps
  1. Select "Client A" and access the 'Pre Admit Discharge' form.
  2. Select an existing episode and click [OK].
  3. Enter the desired date in the 'Date Of Discharge' field.
  4. Enter the desired time in the 'Time Of Discharge' field.
  5. Select the desired value in the 'Type Of Discharge' field.
  6. Select the desired practitioner in the 'Discharge Practitioner' field.
  7. Select the "Demographics" section.
  8. Select the desired value in the 'Address Type' field. Please note: this will display values defined in the '(10006) Location' dictionary.
  9. Click [Submit].
  10. Select "Client A" and access the 'Pre Admit Discharge' form.
  11. Select the discharged episode and click [OK].
  12. Validate the previously filed data is displayed.
  13. Select the "Demographics" section.
  14. Validate the 'Address Type' field contains the value filed in the previous steps.
  15. Close the form.
Scenario 8: The 'ClientAdmission' - 'UpdateAdmission' web service: Update Admission for an existing client
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access SoapUI for the 'ClientAdmission' - 'UpdateAdmission' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Populate all required and desired fields.
  6. Enter the desired value in the 'AddressType' field.
  7. Enter "Client A" in the 'ClientID' field.
  8. Enter "Client A's" episode in the 'Episode' field.
  9. Click [Run].
  10. Validate the 'Confirmation' field contains a value such as: "Client Unique ID: # Unique ID: #".
  11. Validate the 'Message' field contains: "Client Admission web service has been filed successfully".
  12. Select "Client A" and access the 'Admission' form.
  13. Select the admission updated in the previous steps and click [Edit].
  14. Validate all populated fields are displayed.
  15. Validate the 'Address Type' field contains the value entered via web service.
  16. Close the form.
Scenario 9: Client Demographic Web Service validation
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access SoapUI for the 'ClientDemographics' - 'UpdateClientDemographics' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired value in the 'AddressType' field
  6. Populate any other desired fields.
  7. Enter "Client A" in the 'ClientID' field.
  8. Click [Run].
  9. Validate the 'Message' field contains: Client Demographics web service has been filed successfully.
  10. Select "Client A" and access the 'Update Client Data' form.
  11. Validate all populated fields are displayed.
  12. Validate the 'Address Type' field contains the value entered via web service.
  13. Close the form.
Scenario 10: Discharge a client via the 'ClientDischarge' web service
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access SoapUI for the 'ClientDischarge' - 'DischargeClient' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired date in the 'DateOfDischarge' field.
  6. Enter the desired practitioner in the 'DischargePractitioner' field.
  7. Enter the desired time in the 'DischargeTime' field.
  8. Enter the desired value in the 'AddressType' field.
  9. Enter the desired value in the 'TypeOfDischarge' field.
  10. Enter "Client A" in the 'ClientID' field.
  11. Enter the episode number to be discharged in the 'EpisodeNumber' field.
  12. Click [Run].
  13. Validate the 'Message' field contains: Client Discharge web service has been filed successfully.
  14. Select "Client A" and access the 'Discharge' form.
  15. Validate all populated fields are displayed as entered in the web service.
  16. Select the "Demographics" section.
  17. Validate the 'Address Type' field contains the value entered via web service.
  18. Close the form.
Scenario 11: Pre Admit Discharge web service validation
Specific Setup:
  • A client is enrolled in an existing Pre Admit episode (Client A).
Steps
  1. Access SoapUI for the 'ClientPreAdmitDischarge' - 'PreAdmitDischargeClient' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired date in the 'DateOfDischarge' field.
  6. Enter the desired practitioner in the 'DischargePractitioner' field.
  7. Enter the desired time in the 'DischargeTime' field.
  8. Enter the desired value in the 'AddressType' field.
  9. Enter the desired value in the 'TypeOfDischarge' field.
  10. Enter "Client A" in the 'ClientID' field.
  11. Enter the episode number to be discharged in the 'EpisodeNumber' field.
  12. Click [Run].
  13. Validate the 'Message' field contains: Client Pre-Admit Discharge web service has been filed successfully.
  14. Select "Client A" and access the 'Pre Admit Discharge' form.
  15. Validate all populated fields are displayed as entered in the web service.
  16. Select the "Demographics" section.
  17. Validate the 'Address Type' field contains the value entered via web service.
  18. Close the form.
Scenario 12: Call Intake Web Service validation - ClientCallIntake
Steps
  1. Using Avatar PM 'ClientCallIntake' web service, submit an Intake record for a 'Call Intake' client:
  2. Populate all required fields.
  3. Include the "Address Type" field.
  4. Ensure that Call Intake record returns 'Client Call Intake web service has been filed successfully' message.
  5. Ensure that 'Call Intake' record/episode filed via web service is present with values filed via the web service, including 'Address Type' value filed in the previous steps.
Topics
• Admission • Admission (Outpatient) • Call Intake • Discharge • Pre Admit • Pre Admit Discharge • Update Client Data • Web Services
Table Changes
Table Column Change
SYSTEM.patient_current_demographics addr_type_code added
SYSTEM.patient_current_demographics addr_type_value added
SYSTEM.patient_demographic_history addr_type_code added
SYSTEM.patient_demographic_history addr_type_value added
SYSTEM.client_alternate_address address_type_code added
SYSTEM.client_alternate_address address_type_value added
SYSTEM.client_alternate_address address_type_description added
SYSTEM.client_alternate_address_audit address_type_code added
SYSTEM.client_alternate_address_audit address_type_value added
SYSTEM.client_alternate_address_audit address_type_description added