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Avatar PM 2023 Update 74

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Product Requirements / Recommendations

Avatar PM required
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Product Update Form Description

An issue where the Client Name may not display correctly in Avatar is resolved.

Included Updates

6

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Client Name display
Ensure the Client Name displays properly in Avatar when the 'Client Demographics - Additional Fields' registry setting does not include "Detailed Client Name". KB0073641 v0.01
Topics
• Admission • Registry Settings
 
Acceptance Tests
AV-89548 Summary | Details
Client Name display
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • MPI Search
  • Registry Settings (PM)
  • Update Client Data
Scenario 1: Admission - Admit a new client when the 'Client Demographics - Additional Fields' registry setting does not include "Detailed Client Name"
Specific Setup:
  • The 'Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields' does not include "3 - Detailed Client Name".
  • User must have access to the 'SYSTEM.patient_demographic_history' and 'SYSTEM.patient_current_demographics' SQL tables.
Steps
  1. Access the 'Admission' form.
  2. Validate the 'Client Search' dialog is displayed.
  3. Enter "Nonsense" in the 'Last Name' field.
  4. Enter "Nonsense" in the 'First Name' field.
  5. Select the desired value in the 'Sex' field.
  6. Click [Search], [New Client], and [Yes].
  7. Validate the 'Admission' form is displayed.
  8. Validate the 'Client Name' field contains "NONSENSE,NONSENSE".
  9. Enter "NAME,TEST" in the 'Client Name' field.
  10. Enter the desired date in the 'Preadmit/Admission Date' field.
  11. Enter the desired time in the 'Preadmit/Admission Time' field.
  12. Select the desired value in the 'Program' field.
  13. Select the desired value in the 'Type Of Admission' field.
  14. Populate any other required and desired fields.
  15. Click [Submit].
  16. Validate the 'Recent Clients' field contains "TEST NAME".
  17. Access the 'Update Client Data' form.
  18. Validate the 'Client Header' contains "TEST NAME".
  19. Validate the 'Client Name' field contains "NAME,TEST".
  20. Close the form.
  21. Access Crystal Reports or other SQL Reporting tool.
  22. Create a report using the 'SYSTEM.patient_current_demographics' SQL table. Be sure to include the 'patient_name', 'patient_name_first', 'patient_name_last' fields.
  23. Navigate to the row for the client admitted in the previous steps.
  24. Validate the 'patient_name' field contains "NAME,TEST".
  25. Validate the 'patient_name_last' field contains "NAME".
  26. Validate the 'patient_name_first' field contains "TEST".
  27. Close the report.
  28. Create a report using the 'SYSTEM.patient_demographic_history' SQL table. Be sure to include the 'patient_name', 'patient_name_first', 'patient_name_last' fields.
  29. Navigate to the row for the client admitted in the previous steps.
  30. Validate the 'patient_name' field contains "NAME,TEST".
  31. Validate the 'patient_name_last' field contains "NAME".
  32. Validate the 'patient_name_first' field contains "TEST".
  33. Close the report.
Scenario 2: Admission - Admit a new client when MPI is enabled and the 'Client Demographics - Additional Fields' registry setting does not include "Detailed Client Name"
Specific Setup:
  • 'Master Patient Index' must be enabled and configured. Please note: this must be done by a Netsmart Representative.
  • The 'Avatar PM->Client Information->Client Demographics->->->Client Demographics - Additional Fields' does not include "3 - Detailed Client Name".
  • User must have access to the 'SYSTEM.patient_demographic_history' and 'SYSTEM.patient_current_demographics' SQL tables.
Steps
  1. Access the 'Admission' form.
  2. Validate the 'Client Search' dialog is displayed.
  3. Enter "Nonsense" in the 'Last Name' field.
  4. Enter "Nonsense" in the 'First Name' field.
  5. Select the desired value in the 'Sex' field.
  6. Click [Search] and [New Client].
  7. Validate the 'Master Patient Index Search' dialog is displayed.
  8. Enter "NONSENSE" in the 'Last Name' field.
  9. Click [Search MPI] and [Add New Client].
  10. Validate the 'Admission' form is displayed.
  11. Validate the 'Client Name' field contains "NONSENSE,NONSENSE".
  12. Enter "NAME,TEST" in the 'Client Name' field.
  13. Enter the desired date in the 'Preadmit/Admission Date' field.
  14. Enter the desired time in the 'Preadmit/Admission Time' field.
  15. Select the desired value in the 'Program' field.
  16. Select the desired value in the 'Type Of Admission' field.
  17. Populate any other required and desired fields.
  18. Click [Submit].
  19. Validate the 'Recent Clients' field contains "TEST NAME".
  20. Access the 'Update Client Data' form.
  21. Validate the 'Client Header' contains "TEST NAME".
  22. Validate the 'Client Name' field contains "NAME,TEST".
  23. Close the form.
  24. Access Crystal Reports or other SQL Reporting tool.
  25. Create a report using the 'SYSTEM.patient_current_demographics' SQL table. Be sure to include the 'patient_name', 'patient_name_first', 'patient_name_last' fields.
  26. Navigate to the row for the client admitted in the previous steps.
  27. Validate the 'patient_name' field contains "NAME,TEST".
  28. Validate the 'patient_name_last' field contains "NAME".
  29. Validate the 'patient_name_first' field contains "TEST".
  30. Close the report.
  31. Create a report using the 'SYSTEM.patient_demographic_history' SQL table. Be sure to include the 'patient_name', 'patient_name_first', 'patient_name_last' fields.
  32. Navigate to the row for the client admitted in the previous steps.
  33. Validate the 'patient_name' field contains "NAME,TEST".
  34. Validate the 'patient_name_last' field contains "NAME".
  35. Validate the 'patient_name_first' field contains "TEST".
  36. Close the report.
Topics
• Admission • Registry Settings