Avatar PM 2023 Update 172

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2023 Monthly Release 2023.03.02
RADplus 2023 Monthly Release 2023.03.02

Product Update Description

The issue in Avatar NX where the client last name could retain trailing spaces entered on the client search on the 'Admission', 'Admission (Outpatient)', 'Pre Admit', and 'Call Intake' forms are resolved.

Required Updates

None

Included Updates

6, 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, 74, 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, 154, 157, 159

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-89437 Details \| User Acceptance Tests Admission, Admission (Outpatient), Pre Admit, and Call Intake The issue in Avatar NX where the client last name could retain trailing spaces entered on the client search on the 'Admission', 'Admission (Outpatient)', 'Pre Admit', and 'Call Intake' forms is resolved. KB0075601 v0.01	Topics • Admission • Admission (Outpatient) • Call Intake • NX • Pre Admit

Acceptance Tests

AV-89437 Summary | Details

Admission, Admission (Outpatient), Pre Admit, and Call Intake

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Admission (Outpatient)
Site Registration
Admission
Performing Provider Association - Error
Update Client Data
Dictionary Update (PM)
Pre Admit
Registry Settings (PM)
Call Intake

Scenario 1: Admission - Validations for the invalid characters entered in the client name fields

Specific Setup:

Registry setting :
Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields = 3.
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

Open the 'Admission' form.
Enter "Last Name" in the 'Last Name' field.
Tab or click out of the 'Last Name' field.
Verify a 'Format Error' dialog opens stating 'Invalid character in last name ' '; valid special characters are ' _ -'.
Click [OK].
Enter "123" in the 'Last Name' field and tab or click out.
Verify a 'Format Error' dialog opens stating 'Last Name must contain at least one letter (A-Z, a-z)'.
Enter anything or nothing in the 'Last Name' field and click or tab out.
Verify that no error dialog opens.
Enter "ONE " in the 'Last Name' field and tab or click out.
Verify that no error dialog opens.
The 'Last Name' field is populated with the "ONE ".
In the First Name field enter "123" and tab or click out.
Verify a 'Format Error' dialog opens stating "First Name must contain at least one letter (A-Z, a-z)".
Click [OK].
In the 'First Name' field enter "First Name ***" and tab or click out.
Verify a 'Format Error' dialog opens stating 'Invalid character in first name '*'; valid special characters are ' _ - '.
In the 'First Name' field, enter "First Name" and tab or click out.
Verify that no error dialog opens. Please note: Spaces are considered a valid special character for First Name.
In the 'First Name' field, enter "TRAILING " and tab or click out.
Verify that no error dialog opens.
Enter anything or nothing in the 'First Name' field, then click or tab out.
Verify that no error dialog opens.
Populate all other required fields to process the new admission.
Verify trailing spaces are auto truncated from the first name and last name.
Verify the new admission process completes successfully and the client with desired client name is created in the system.

Scenario 2: Pre Admit - Validating mailing address fields - The 'Client Demographics - Additional Fields' registry setting = "Y"

Specific Setup:

Registry setting :
Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields = 3.
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

Open the 'Pre Admit' form.
Set the 'Last Name' field to 'THREE '.
Set the 'First Name' field to 'TRAILING '.
Set the 'Sex' field to "Male".
Click [Search].
Click [OK].
Click [New Client].
Click [Yes].
Validate client name display without any trailing spaces.
Set the 'Preadmit/Admission Date' field to desired value.
Set the 'Preadmit/Admission Time' field to desired time.
Select any program from the 'Program' field.
Select the desired value from the 'Type Of Admission' field.
Click the 'Demographics' tab:
Set the 'Client's Mailing Address - Street' to any address. Note the value.
Set the 'Client's Mailing Address - Street 2' to any address. Note the value.
Set the 'Client's Mailing Address - Zip code' to any Zip code. Note the value.
Validate the 'Client's Mailing Address - City' field auto populates with the city based on the value entered in the 'Client's Mailing Address - Zip code' field. Note the value.
Validate the 'Client's Mailing Address - State' field auto populates with the city based on the value entered in the 'Client's Mailing Address - Zip code' field. Note the value.
Select any value in the 'Client's Mailing Address - Country' drop down list. Note the value.
Click [Submit].
Open the 'Pre Admit' form for the same client.
Edit the Pre-Admission record created in previous steps.
Click the 'Demographics' tab:
Verify the 'Client's Mailing Address - Street' restores the same value entered during adding client's admission.
Verify the 'Client's Mailing Address - Street 2' restores the same value entered during adding client's admission.
Verify the 'Client's Mailing Address - Zip code' restores the same value entered during adding client's admission.
Verify the 'Client's Mailing Address - City' restores the same value entered during adding client's admission.
Verify the 'Client's Mailing Address - State' restores the same value entered during adding client's admission.
Verify a value in the 'Client's Mailing Address - Country' restores the same value entered during adding client's admission.
Click [Close Form].

Scenario 3: Call Intake - Demographics section - Registry setting 'Add Demographics to Call Intake'

Specific Setup:

Registry setting :
Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields = 3.
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

Open 'Call Intake' form.
Verify the form contains 'Demographics' section.
Set 'Last Name' to 'FOUR ' (not an existing client).
Set 'First Name' to 'TRAILING '.
Select any gender in the 'Sex' drop down list.
Click [Search].
Click [New Client].
Click [Call] in the 'Call Or Walk-in' field.
Verify trailing spaces are auto truncated from the first name and last name.
Set the 'Caller Name' to any LastName, FirstName.
Set the 'Call Date' to any date.
Set the 'Call Time' to any time.
Select any value from the 'Program' drop down list.
Select any value from the 'Disposition' drop down list.
Enter any text in the 'Comments for the call intake' text box.
Set the 'Date of Birth' to any date in the past.
Set the 'Social Security Number' to any SSN.
Click the 'Demographics' tab.
Validate First name display without trailing spaces.
Validate Last name display without trailing spaces.
Set the 'Client's Address - Street' to any address.
Set the 'Client's Address - Zip code' to any Zip code.
Select any value in the 'Primary Language' drop down list.
Select any value in the 'Client Race' drop down list.
Select any value in the 'Other Race(s)' list.
Select any value in the 'Ethnic Origin' drop down list.
Select any value from the 'Religion' drop down list.
Set the 'Place of Birth' to any value.
Select any value from the 'Marital Status' drop down list.
Select any value from the 'Education' drop down list.
Select any value from the 'Employment Status' drop down list.
Select any value from the 'Occupation' drop down list.
Click [Submit].
Open the 'Call Intake' form for the same client.
Verify the Demographic data is retained and correct.
Close the form.
Open the 'Registry setting' Form.
Set the 'Add Demographics to Call Intake' to 'N'.
Submit the form.
Open 'Call Intake' form.
Verify the form does not contain 'Demographics' section.
Submit the form.

Scenario 4: '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

Access the 'Admission (Outpatient)' form.
Admit a new client with trailing spaces in client first name and last name.
Populate all required and desired fields.
Validate trailing spaces are auto truncated from the first name and last name.
Select the "Demographics" section.
Select the desired value in the 'Address Type' field. Please note: this will display values defined in the '(10006) Location' dictionary.
Click [Submit].
Access the 'Admission (Outpatient)' form for the client admitted in the previous steps.
Click [Edit] for the episode added in the previous steps.
Validate the previously filed data is displayed.
Select the "Demographics" section.
Validate the 'Address Type' field contains the value filed in the previous steps.
Close the form.

Topics

• Admission • Admission (Outpatient) • Call Intake • NX • Pre Admit