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Avatar PM 2023 Update 61

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Product Requirements / Recommendations

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Product Update Form Description

The following changes are made to the 'External Documents' widget: 1) The 'Organization' column is modified to support long organization names. 2) The search process is modified to support searching networks granted in the 'Consent for Access' form when 'Opt In' consent model is used and 'Carequality' is not enabled. 3) The search process is modified to support searching organizations granted in the 'Consent for Access' form when 'Carequality' is enabled. 4) In addition, the error '[UNDEFINED]PFIELD2^GUIRCO1' that occurs when printing the 'Client #36020' dictionary is resolved.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
'External Documents' widget - Search process
The search process is modified to support searching networks granted in the 'Consent for Access' form when the 'Opt In' consent model is used and 'Carequality' is not enabled. The search process is also modified to support searching organizations granted in the 'Consent for Access' form when 'Carequality' is enabled.
In addition, an issue is resolved that may occur when printing the 'Network (36020)' dictionary in 'Dictionary Update'.
Topics
• Consent for Access • Dictionary • External Document Widget
 
'External Documents' widget - 'Organization' column
The 'Organization' column is modified to support long organization names in the 'External Documents' widget.
Topics
• External Document Widget • Form and Table Documentation • Query/Reporting
 
Acceptance Tests
AV-87767 Summary | Details
'External Documents' widget - Search process
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CareConnect HIE Configuration
  • Consent For Access
  • External Documents
  • Dictionary Update (PM)
Scenario 1: 'External Documents' widget - Validation when 'Carequality' is disabled and 'Consent Model' is "Opt In"
Specific Setup:
  • Carequality is disabled in the 'CareConnect HIE Configuration' form.
  • "Opt In" is selected in the 'Consent Model' field in the 'CareConnect HIE Configuration' form.
  • A client is enrolled in an active episode with consent granted to a network (Network A) in 'Consent For Access' (Client A).
  • The logged in user must have a view configured with the 'External Documents' widget and the 'Console Widget Viewer'.
Steps
  1. Select "Client A" and navigate to the 'External Documents' widget.
  2. Click [Search].
  3. Validate the 'External Documents' widget contains a CCD from "Network A".
  4. Click [View].
  5. Validate the CCD displays in the 'Console Widget Viewer',
  6. Click [Close All].
Scenario 2: 'External Documents' widget - Validation when 'Carequality' is enabled and 'Consent Model' is "Opt In"
Specific Setup:
  • Carequality is enabled in the 'CareConnect HIE Configuration' form.
  • One or more organizations are defined as favorites in the 'Organization: Exceptions and Favorites' field.
  • "Opt In" is selected in the 'Consent Model' field in the 'CareConnect HIE Configuration' form.
  • A client is enrolled in an active episode with consent granted to a network and an organization in 'Consent For Access' (Client A).
  • The logged in user must have a view configured with the 'External Documents' widget and the 'Console Widget Viewer'.
Steps
  1. Select "Client A" and navigate to the 'External Documents' widget.
  2. Click [Search].
  3. Validate the 'External Documents' widget contains CCDs from:
  4. Any organization(s) defined as "Favorite" in the 'Carequality Configuration' section of the 'CareConnect HIE Configuration' form
  5. Any organization with consent granted in 'Consent for Access'
  6. Any network with consent granted in 'Consent for Access'
  7. Click [View] for any CCD.
  8. Validate the CCD displays in the 'Console Widget Viewer',
  9. Click [Close All].
Scenario 3: 'External Documents' widget - Validation when 'Carequality' is enabled and 'Consent Model' is "Query"
Specific Setup:
  • Carequality is enabled in the 'CareConnect HIE Configuration' form.
  • One or more organizations are defined as favorites in the 'Organization: Exceptions and Favorites' field.
  • "Query" is selected in the 'Consent Model' field in the 'CareConnect HIE Configuration' form.
  • A client is enrolled in an active episode with consent granted to a network and an organization in 'Consent For Access' (Client A).
  • The logged in user must have a view configured with the 'External Documents' widget and the 'Console Widget Viewer'.
Steps
  1. Select "Client A" and navigate to the 'External Documents' widget.
  2. Click [Search].
  3. Validate the 'External Documents' widget contains CCDs from:
  4. Any organization(s) defined as "Favorite" in the 'Carequality Configuration' section of the 'CareConnect HIE Configuration' form
  5. Any organization with consent granted in 'Consent for Access'
  6. All networks in the Network List
  7. Click [View] for any CCD.
  8. Validate the CCD displays in the 'Console Widget Viewer',
  9. Click [Close All].
Scenario 4: 'External Documents' widget - Validation when 'Carequality' is enabled and 'Consent Model' is "Opt Out"
Specific Setup:
  • Carequality is enabled in the 'CareConnect HIE Configuration' form.
  • One or more organizations are defined as favorites in the 'Organization: Exceptions and Favorites' field.
  • "Query" is selected in the 'Consent Model' field in the 'CareConnect HIE Configuration' form.
  • A client is enrolled in an active episode with consent granted to a network and an organization in 'Consent For Access' (Client A).
  • The logged in user must have a view configured with the 'External Documents' widget and the 'Console Widget Viewer'.
Steps
  1. Select "Client A" and navigate to the 'External Documents' widget.
  2. Click [Search].
  3. Validate the 'External Documents' widget contains CCDs from:
  4. Any organization(s) defined as "Favorite" in the 'Carequality Configuration' section of the 'CareConnect HIE Configuration' form
  5. Any organization with consent granted in 'Consent for Access'
  6. All networks in the Network List
  7. Click [View] for any CCD.
  8. Validate the CCD displays in the 'Console Widget Viewer',
  9. Click [Close All].
Scenario 5: Dictionary Update - Validate the 'Network' dictionary
Specific Setup:
  • The 'CareConnect HIE Configuration' form must be configured to upload CCDs to a Health Information Exchange.
Steps
  1. Access the 'Dictionary Update' PM form.
  2. Select the "Print Dictionary" section.
  3. Select "Client" in the 'File' field.
  4. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  5. Select "(36020) Network" in the 'Data Element' field.
  6. Click [Print Dictionary].
  7. Validate the report displays all configured networks.
  8. Close the report and the form.
Topics
• Consent for Access • Dictionary • External Document Widget
AV-88063 Summary | Details
'External Documents' widget - 'Organization' column
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form and Table Documentation (PM)
Scenario 1: Form and Table Documentation - Validate the 'SYSTEM.external_documents' table
Specific Setup:
  • Crystal Reports or other SQL reporting tool is required.
Steps
  1. Access the 'Form and Table Documentation' PM form.
  2. Select "Table" in the 'Type of Documentation' field.
  3. Select "SYSTEM.external_documents" in the 'Table(s) to be Documented' field.
  4. Click [Process].
  5. Validate the 'SQL Table Documentation' window is displayed for the 'SYSTEM.external_documents' SQL table.
  6. Validate the 'organization' column has a max length of "4096".
  7. Click [Dismiss] and close the form.
Topics
• External Document Widget • Form and Table Documentation • Query/Reporting