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Avatar PM 2023 Update 42

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Product Requirements / Recommendations

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Product Update Form Description

An issue is resolved in NX where updates to a client's name via quick action will not be displayed in the client header.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Quick Actions - Update Client Data
Resolves an issue to ensure that the 'Quick Actions' widget updated correctly with the data updated through the 'Update Client Data' form. KB0072483 v0.01
Topics
• Update Client Data
 
Acceptance Tests
AV-87114 Summary | Details
Quick Actions - Update Client Data
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Quick Actions Page
  • Registry Settings (PM)
  • Update Client Data
Scenario 1: Quick Action - Update Client Data - Validate name change
Specific Setup:
  • User Definition:
  • Identify a home view and chart view set up for the logged in user.
  • View Definition:
  • The 'Quick Actions' widget is added to the user's HomeView.
  • NX View Definition:
  • The Quick Action for 'Update Client Data' is added for your user, home view and chart view.
  • Admission:
  • A new client is admitted. Note the client id/name.
Steps
  1. Select the test client.
  2. Navigate to the 'Quick Actions' widget.
  3. Locate the 'Update Client Data' Quick Action.
  4. Click 'Add' button.
  5. Change the client's first and last name.
  6. Fill in all other fields.
  7. Click 'Save'.
  8. Open the 'Update Client Data' form.
  9. Validate the first and last name are changed.
  10. Using SQL, validate the name change is reflected in the columns, patient_name, patient_name_first, patient_name_last in SYSTEM.patient_current_demographics SQL.
Scenario 2: 'Update Client Data' Form - Validate the 'SYSTEM.client_curr_demographics' SQL table
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Enter the desired value in the 'Client Middle Name' field.
  3. Enter the desired value in the 'Alias' field.
  4. Enter the desired value in the 'Alias 2' field.
  5. Enter the desired value in the 'Alias 3' field.
  6. Enter the desired value in the 'Alias 4' field.
  7. Enter the desired value in the 'Alias 5' field.
  8. Enter the desired value in the 'Alias 6' field.
  9. Enter the desired value in the 'Alias 7' field.
  10. Enter the desired value in the 'Alias 8' field.
  11. Enter the desired value in the 'Alias 9' field.
  12. Enter the desired value in the 'Alias 10' field.
  13. Select the desired value in the 'Gender Identity' field.
  14. Populate any other desired fields.
  15. Click [Submit].
  16. Access Crystal Reports or other SQL Reporting tool.
  17. Select the CWS namespace.
  18. Create a report using the 'SYSTEM.client_curr_demographics' SQL table.
  19. Navigate to the row for "Client A".
  20. Validate the 'client_alias' fields 1-10, 'patient_middle_name', 'gender_identity_code', and 'gender_identity_value' fields are displayed.
  21. Validate the 'client_alias' fields 1-10 contains the value filed in the previous steps.
  22. Validate the 'gender_identity_code' field contains the code associated to the value filed in the previous steps.
  23. Validate the 'gender_identity_value' field contains the value filed in the previous steps.
  24. Validate the 'patient_middle_name' field contains the value filed in the previous steps.
  25. Select "Client A" and access the 'Update Client Data' form.
  26. Enter any new value in the 'Client Middle Name' field.
  27. Enter any new value in the 'Alias' field.
  28. Enter any new value in the 'Alias 2' field.
  29. Enter any new value in the 'Alias 3' field.
  30. Enter any new value in the 'Alias 4' field.
  31. Enter any new value in the 'Alias 5' field.
  32. Enter any new value in the 'Alias 6' field.
  33. Enter any new value in the 'Alias 7' field.
  34. Enter any new value in the 'Alias 8' field.
  35. Enter any new value in the 'Alias 9' field.
  36. Enter any new value in the 'Alias 10' field.
  37. Select any new value in the 'Gender Identity' field.
  38. Click [Submit].
  39. Access Crystal Reports or other SQL Reporting tool.
  40. Refresh the report using the 'SYSTEM.client_curr_demographics' SQL table.
  41. Navigate to the row for "Client A".
  42. Validate the 'client_alias' fields 1-10, 'patient_middle_name', 'gender_identity_code', and 'gender_identity_value' fields are displayed.
  43. Validate the 'client_alias' fields 1-10 contains the updated value filed in the previous steps.
  44. Validate the 'gender_identity_code' field contains the code associated to the updated value filed in the previous steps.
  45. Validate the 'gender_identity_value' field contains the updated value filed in the previous steps.
  46. Validate the 'patient_middle_name' field contains the updated value filed in the previous steps.
  47. Close the report.
Topics
• Update Client Data