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Avatar PM 2023 Update 24

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Product Requirements / Recommendations

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Product Update Form Description

An issue in form 'Program Transfer' is resolved where the default unit for program is not available for selection.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Program Transfer & Program Transfer (Outpatient)
An issue has been resolved to ensure that the transfer completes in the Program Transfer & Program Transfer (Outpatient) forms.
Topics
• Edit Service Information • Program Transfer
 
Acceptance Tests
AV-81024 Summary | Details
Program Transfer & Program Transfer (Outpatient)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Transfer
  • Admission (Outpatient)
  • Program Transfer (OutPatient)
  • Admission
  • Client Charge Input
  • Client Ledger
  • Program Maintenance
  • Registry Settings (PM)
  • Service Codes
Scenario 1: File the 'Program Transfer' form
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Program Transfer' form.
  2. Validate a Pre-Display is displayed.
  3. Select "Episode 1" in the Pre-Display and click [OK].
  4. Enter the current date in the 'Date Of Transfer' field.
  5. Enter the current time in the 'Time of Transfer' field.
  6. Validate the 'Program Transferred From' field contains the program "Client A" is enrolled in.
  7. Select any outpatient program in the 'Program' field.
  8. Click [Submit].
  9. Access Crystal Reports or other SQL Reporting tool.
  10. Create a query, specific to "Client A", using the 'SYSTEM.history_program_transfer' table.
  11. Validate that the data in the query is correct.
  12. Close the report.
Scenario 2: Program Transfer and Re-Admission - Validate that a client can no longer be actively admitted to the same outpatient program more than once.
Specific Setup:
  • Client was admitted to an outpatient program and then transferred to another outpatient program. Note the program the client was transferred to and the date of transfer.
Steps
  1. Open 'Admission (Outpatient)' for the client.
  2. Set the 'Preadmit/Admission Time' to a date before the transfer date.
  3. Set the 'Program' to the program the client was transferred to.
  4. An error is correctly received because the client is currently enrolled in the program.
  5. Set the 'Preadmit/Admission Time' to a date after the transfer date.
  6. Set the 'Program' to the program the client was transferred to.
  7. An error is correctly received because the client is currently enrolled in the program.
Scenario 3: Program Transfer - Validating program transfer for an inpatient and outpatient episode
Specific Setup:
  • Admission:
  • A new inpatient client is admitted, or an existing inpatient client is identified. Note the client’s id/name, admission date/admission program.
  • A new outpatient client is admitted, or an existing outpatient client is identified. Note the client’s id/name, admission date/admission program.
Steps
  1. Select the 'Program Transfer' form.
  2. Select the inpatient client identified in the setup section.
  3. Validate the 'Program Transferred From' field contains the admission program of the client.
  4. Select desired new program from the admission program in the 'Program' field.
  5. Enter desired date in the 'Date Of Transfer' field.
  6. Enter desired time in the 'Time Of Transfer' field.
  7. Select desired 'Unit'.
  8. Select desired 'Room'.
  9. Select desired 'Bed'
  10. Click [Submit].
  11. Open the 'Admission form' for the client.
  12. Verify the client transferred to the correct program.
  13. Close the form.
  14. Select the 'Program Transfer (Outpatient)' form.
  15. Select the outpatient client identified in the setup section.
  16. Validate the 'Program Transferred From' field contains the admission program of the client.
  17. Select the new program from the admission program in the 'Program' field.
  18. Enter desired date in the 'Date Of Transfer' field.
  19. Enter desired time in the 'Time Of Transfer' field.
  20. Click [Submit].
  21. Open the 'Admission' or 'Admission (Outpatient)' form for the client.
  22. Verify the client transferred to the correct program.
  23. Close the form.
Scenario 4: Edit Service Program - Editing the service information after program transfer - Enable 'Admission vs. Service Program' Functionality registry setting
Specific Setup:
  • Registry Setting:
  • The "Enable 'Admission vs. Service Program' Functionality" registry setting is set to 'Y'.
  • Program Maintenance:
  • Two new outpatient admission programs are created such that there is no overlap of the associated service programs between the two admission programs. Note the admission programs and associated service programs.
  • Admission (Outpatient):
  • The client is admitted into the first admission program.
  • Client Charge Input:
  • A service is rendered to the client under one of the associated service programs. Note the service date and service code.
  • Program Transfer (Outpatient):
  • The client is transferred into the second admission program.
Steps
  1. Open the 'Edit Service Information' form.
  2. Fill in all required fields.
  3. Click [Select Service(s) to Edit].
  4. Verify the 'Select Service(s) to Edit' dialog box launched with all the services rendered to the selected client.
  5. Select desired service to edit.
  6. Verify the 'Program' field is populated with the service programs that was associated with the admission program at the time of service creation.
  7. Submit the form.
  8. Verify the form submits successfully.
Topics
• Edit Service Information • Program Transfer