Skip to main content

Avatar PM 2023 Update 188

  1. Last updated
  2. Save as PDF

Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar CWS 2023 Update 96
Avatar NX Update 2024.04.00
Avatar PM 2023 Monthly Release 2023.04.00
RADplus 2023 Monthly Release 2023.04.00

Product Update Description

The following changes are made to the 'External Documents' widget: 1) The new field 'Created Date To Display' is added to filter records based on the created date. 2) The new button 'Care Team' is added to the documents table for quick reviewing of the care team members included in the CCD file. Please note: Avatar CWS 2023 Update #96 is required to use this functionality. 3) The message boxes are modified to remove additional information returned by the search service. This change is also applied to the forms 'Query for External CCD' and 'CareConnect CCD Download'. 4) The status column is modified to display "New", "Viewed", "Saved", or "Reconciled" based on status of the document in the widget. 5) An issue is resolved where 'External Documents' widget does not update the row's status when the CCD file is saved in a Perceptive-enabled system.

Required Updates

None

Included Updates

61

Details
NEW4 CHANGED0 FIXED1
New (4)
'External Documents' widget - 'Care Team'
The 'Care Team' button is added to the 'External Documents' widget for quick reviewing of the care team members included in the CCD file.
Please note: Avatar CWS 2023 Update 96 is required for full functionality.
Value Added: The ability to quickly view care team members for a CCD.
Topics
• CCD's • External Document Widget
 
'External Documents' widget - 'Status' column
The 'Status' column in the 'External Documents' widget is enhanced to display "New", "Viewed", "Saved", or "Reconciled" based on the status of the document.
Value Added: The ability to quickly view a document status in the 'External Documents' widget.
Topics
• CCD's • Clinical Reconciliation • External Document Widget • NX
 
Querying CCD's
The message responses when querying for CCD's are updated to remove additional information returned by the search service in the 'External Documents' widget, 'Query for External CCD' form, and 'CareConnect CCD Download' forms.
Value Added: Improved messaging when querying CCDs.
Topics
• CCD's • External Document Widget • Query for External CCD
 
'External Documents' widget - 'Created Date To Display' filter
The 'Created Date To Display' filter is added to the 'External Documents' widget to filter documents based on the created date.
Value Added: The ability to filter documents based on the created date in the 'External Documents' widget.
Topics
• CCD's • External Document Widget
 
Fixed (1)
'External Documents' widget - Document Status
Ensure the 'External Documents' widget updates the document status when a CCD is saved in a Perceptive enabled system.
Topics
• CCD's • External Document Widget
 
Acceptance Tests
AV-62326 Summary | Details
'External Documents' widget - 'Care Team'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • External Documents
Scenario 1: 'External Documents' widget - Validate the 'Care Team' button
Specific Setup:
  • The 'External Document' widget and 'Console Widget Viewer' are on the HomeView.
  • A client has available CCD's (Client A).
Steps
  1. Select "Client A" and access the 'External Documents' widget.
  2. Click [Search].
  3. Validate a message is displayed stating: Match(es) found, # document(s) returned.
  4. Click [OK].
  5. Click [View] for any of the CCDs.
  6. Validate the CCD is displayed in the 'Console Widget Viewer'. Take note of the Care Team details.
  7. Click [Close All].
  8. Validate the CCD is no longer displayed.
  9. Click [Care Team] for the same CCD.
  10. Validate the Care Team details are displayed in the 'Console Widget Viewer' based on the Care Team section of the CCD.
  11. Click [Close All].
  12. Validate the Care Team details are no longer displayed.
Topics
• External Document Widget
AV-70317 Summary | Details
'External Documents' widget - 'Status' column
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • External Documents
Scenario 1: 'External Documents' widget - Validate the 'Status' column
Specific Setup:
  • The 'External Document' widget and 'Console Widget Viewer' are on the HomeView.
  • A client has available CCD's (Client A).
Steps
  1. Select "Client A" and access the 'External Documents' widget.
  2. Click [Search].
  3. Validate a message is displayed stating: Match(es) found, # document(s) returned.
  4. Click [OK].
  5. Validate that the 'External Documents' widget contains a new CCD.
  6. Validate the 'Status' field contains "New".
  7. Click [View] for the CCD.
  8. Validate the CCD detail is displayed in the 'Console Widget Viewer'.
  9. Validate the 'Status' field now contains "Viewed".
  10. Click [Save] in the 'Console Widget Viewer'.
  11. Validate a message is displayed stating: Saved.
  12. Click [OK].
  13. Validate the 'Status' field now contains "Saved".
  14. Click [Reconcile] in the 'Console Widget Viewer'.
  15. Validate the 'Clinical Reconciliation' form is displayed.
  16. Reconcile the desired items and file the form.
  17. Validate the 'External Documents' widget is displayed.
  18. Validate the 'Status' field now contains "Reconciled".
  19. Click [Close All].
Topics
• CCD's • External Document Widget
AV-84521 Summary | Details
Querying CCD's
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareConnect CCD Download
Scenario 1: Query for External CCD - Search, Preview, Save CCD's and validate SDK actions are triggered
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Query for External CCD' form.
  2. Select "Client A" in the 'Client Search' field.
  3. Select an organization in the 'Organization Name or Zip' field.
  4. Click [Search CCDs].
  5. Validate message stating: "Match(es) found, # document(s) returned."
  6. Click [OK].
  7. Select a CCD in the 'Available CCDs' field.
  8. Enter the desired provider in the 'Provider Referred To' field.
  9. Click [Preview].
  10. Validate the CCD is displayed in a preview with CCD section details and close it.
  11. Click [Save].
  12. Validate an "Information" message is displayed stating: Saved.
  13. Click [OK] and close the form.
  14. Access the 'CareFabric Monitor' form.
  15. Enter the current date in the 'From Date' and 'Through Date' fields.
  16. Enter "Client A" in the 'Client ID' field.
  17. Enter "ExternalDataAckowledgementCreated" in the 'Event/Action Search' field.
  18. Click [View Activity Log].
  19. Validate that the 'CareFabric Monitor Report' contains an 'ExternalDataAcknowledgementCreated' record.
  20. Click [Click To View Record].
  21. Validate the 'referredToProviderID' - 'id' field contains the provider ID selected in the previous steps.
  22. Close the report and the form.
  23. Access Crystal Reports or other SQL Reporting Tool.
  24. Create a report using the 'SYSTEM.ccd_tempstorage' table.
  25. Validate a row is displayed for the CCD saved in the previous steps.
  26. Validate the 'PATID' field contains "Client A".
  27. Validate that the 'provider_referred_to' field contains the provider ID selected in the previous steps.
  28. Validate that the 'provider_referred_to_name' field contains the provider name selected in the previous steps.
  29. Close the report.
Scenario 2: 'CareConnect CCD Download' - Search, Preview and Download CCDs
Specific Setup:
  • A client must have available CCDs (Client A).
Steps
  1. Access the 'CareConnect CCD Download' form.
  2. Enter "Client A" in the 'Client Search' field.
  3. Validate message stating: "Match(es) found, # document(s) returned."
  4. Click [OK].
  5. Select any value in the 'Available CCD(s)' field.
  6. Click [Preview].
  7. Validate a 'Document Preview' of "Client A's" CCD is displayed.
  8. Click [Close All Documents and Exit].
  9. Enter the desired provider in the 'Provider Referred To' field.
  10. Select "Yes" in the 'Save for Reconciliation' field.
  11. Click [Download].
  12. Validate an "Information" message is displayed stating: Saved.
  13. Click [OK].
  14. Access the 'CareFabric Monitor' form.
  15. Enter the current date in the 'From Date' and 'Through Date' fields.
  16. Enter "Client A" in the 'Client ID' field.
  17. Enter "ExternalDataAckowledgementCreated" in the 'Event/Action Search' field.
  18. Click [View Activity Log].
  19. Validate that the 'CareFabric Monitor Report' contains an 'ExternalDataAcknowledgementCreated' record.
  20. Click [Click To View Record].
  21. Validate the 'referredToProviderID' - 'id' field contains the provider ID selected in the previous steps.
  22. Close the report and the form.
  23. Access Crystal Reports or other SQL Reporting Tool.
  24. Create a report using the 'SYSTEM.ccd_tempstorage' table.
  25. Validate a row is displayed for the CCD saved in the previous steps.
  26. Validate the 'PATID' field contains "Client A".
  27. Validate that the 'provider_referred_to' field contains the provider ID selected in the previous steps.
  28. Validate that the 'provider_referred_to_name' field contains the provider name selected in the previous steps.
  29. Close the report.
Scenario 3: 'External Documents' widget - CCD Display
Specific Setup:
  • The 'External Document' widget and 'Console Widget Viewer' are on the HomeView.
  • A client has available CCD's (Client A).
Steps
  1. Select "Client A" and access the 'External Documents' widget.
  2. Click [Search].
  3. Validate a message is displayed stating: Match(es) found, # document(s) returned.
  4. Click [OK].
  5. Validate that the 'External Documents' widget contains a new CCD.
  6. Click [View].
  7. Validate that the CCD detail is displayed in the 'Console Widget Viewer'.
  8. Click [Save].
  9. Validate a message is displayed stating: Saved.
  10. Click [OK] and [Close All].
  11. Validate the CCD is no longer displayed in the 'Console Widget Viewer'.
  12. Validate the 'Status' for the CCD now contains "Saved".
  13. Click [View] for the same CCD.
  14. Validate that the CCD detail is displayed in the 'Console Widget Viewer'.
  15. Click [Save].
  16. Validate error message stated: "This document has already been saved".
  17. Click [OK] and [Close All].
Topics
• CCD's • External Document Widget • Query for External CCD
AV-91943 Summary | Details
'External Documents' widget - 'Created Date To Display' filter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • External Documents
Scenario 1: 'External Documents' widget - Validate the 'Created Date To Display' filter
Specific Setup:
  • The 'External Document' widget and 'Console Widget Viewer' are on the HomeView.
  • A client has available CCD's that have been queried in the 'External Documents' widget on past dates (Client A).
Steps
  1. Select "Client A" and access the 'External Documents' widget.
  2. Click [Search].
  3. Validate a message is displayed stating: Match(es) found, # document(s) returned.
  4. Click [OK].
  5. Validate the 'Created Date to Display' field is displayed.
  6. Select "All" in the 'Created Date to Display' field.
  7. Validate the 'External Documents' widget displays all CCDs for the client from all dates.
  8. Select the current date in the 'Created Date to Display' field.
  9. Validate the 'External Documents' widget displays only CCDs from today.
  10. Click [View] for the desired CCD.
  11. Validate the CCD is displayed in the 'Console Widget Viewer'.
  12. Click [Close All].
Topics
• CCD's • External Document Widget
AV-96470 Summary | Details
'External Documents' widget - Document Status
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • External Documents
Scenario 1: 'External Documents' widget - CCD Display
Specific Setup:
  • The 'External Document' widget and 'Console Widget Viewer' are on the HomeView.
  • A client has available CCD's (Client A).
Steps
  1. Select "Client A" and access the 'External Documents' widget.
  2. Click [Search].
  3. Validate a message is displayed stating: Match(es) found, # document(s) returned.
  4. Click [OK].
  5. Validate that the 'External Documents' widget contains a new CCD.
  6. Click [View].
  7. Validate that the CCD detail is displayed in the 'Console Widget Viewer'.
  8. Click [Save].
  9. Validate a message is displayed stating: Saved.
  10. Click [OK] and [Close All].
  11. Validate the CCD is no longer displayed in the 'Console Widget Viewer'.
  12. Validate the 'Status' for the CCD now contains "Saved".
  13. Click [View] for the same CCD.
  14. Validate that the CCD detail is displayed in the 'Console Widget Viewer'.
  15. Click [Save].
  16. Validate error message stated: "This document has already been saved".
  17. Click [OK] and [Close All].
Scenario 2: 'External Documents' widget - Validate the 'Status' column
Specific Setup:
  • The 'External Document' widget and 'Console Widget Viewer' are on the HomeView.
  • A client has available CCD's (Client A).
Steps
  1. Select "Client A" and access the 'External Documents' widget.
  2. Click [Search].
  3. Validate a message is displayed stating: Match(es) found, # document(s) returned.
  4. Click [OK].
  5. Validate that the 'External Documents' widget contains a new CCD.
  6. Validate the 'Status' field contains "New".
  7. Click [View] for the CCD.
  8. Validate the CCD detail is displayed in the 'Console Widget Viewer'.
  9. Validate the 'Status' field now contains "Viewed".
  10. Click [Save] in the 'Console Widget Viewer'.
  11. Validate a message is displayed stating: Saved.
  12. Click [OK].
  13. Validate the 'Status' field now contains "Saved".
  14. Click [Reconcile] in the 'Console Widget Viewer'.
  15. Validate the 'Clinical Reconciliation' form is displayed.
  16. Reconcile the desired items and file the form.
  17. Validate the 'External Documents' widget is displayed.
  18. Validate the 'Status' field now contains "Reconciled".
  19. Click [Close All].
Topics
• CCD's • External Document Widget