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Avatar PM 2023 Update 76

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Product Requirements / Recommendations

Avatar PM required
RADplus required

Recommended Update Level

RADplus 2023 Update 60

Additional Requirements

RADplus 2023 Update 60

Product Update Form Description

The registry setting 'Alternate Lookup By Room' is added and allows the My Clients widget and Client Search to search by room. NOTE: Avatar RADplus 2023 Update 60 is required for this functionality.

Included Updates

17, 21, 39, 44, 63, 67, 73

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Client Search - 'Alternate Lookup By Room' registry setting
The 'Alternate Lookup By Room' registry setting is added. When enabled, the user can search for clients by room number in the 'My Clients' widget and Client Search.
Please note: RADplus 2023 Update 60 is required for full functionality.
Value Added: The ability to search clients by room number
Topics
• Client Search • Registry Settings
 
Acceptance Tests
AV-82512 Summary | Details
Client Search - 'Alternate Lookup By Room' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
Scenario 1: Validate the 'Alternate Lookup By Room' registry setting
Specific Setup:
  • Two clients (Client A & Client B) must be admitted into inpatient episodes in the same room (Room A).
  • The registry setting "Include Active Room Number with Client" is set to "1".
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Alternate Lookup By Room" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains: Avatar PM->Client Information->Client Lookup->->->Alternate Lookup By Room.
  5. Validate the 'Registry Setting Detail' field contains: Selecting 'Y' will add an alternate search for clients by room number in the My Clients widget and Client Search. This must be an exact match and will look at the 'Include Active Room Number With Client Name' registry setting to potentially parse the room number. Select 'N' to disable this functionality.
  6. Enter "Y" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. Search for "Room A" in the 'Search Clients' field.
  9. Validate both "Client A" and "Client B" are displayed.
  10. Access the 'Progress Notes (Group and Individual)' form.
  11. Enter "Room A" in the 'Select Client' field.
  12. Validate "Client A" and "Client B" are displayed.
  13. Close the form.
  14. Access the 'Client Ledger' form.
  15. Enter "Room A" in the 'Client ID' field.
  16. Validate "Client A" and "Client B" are displayed.
  17. Close the form.
  18. Access the 'Account Registration' form.
  19. Enter "Room A" in the 'Select Client' dialog.
  20. Validate "Client A" and "Client B" are displayed.
  21. Click [Cancel].
  22. Access the 'Service Authorization' form.
  23. Enter "Room A" in the 'Select Client' dialog.
  24. Validate "Client A" and "Client B" are displayed.
  25. Click [Cancel].
  26. Access the 'Registry Settings' form.
  27. Enter "Alternate Lookup By Room" in the 'Limit Registry Settings to the Following Search Criteria' field.
  28. Click [View Registry Settings].
  29. Validate the 'Registry Setting' field contains: Avatar PM->Client Information->Client Lookup->->->Alternate Lookup By Room.
  30. Enter "N" in the 'Registry Setting Value' field.
  31. Click [Submit] and close the form.
  32. Search for "Room A" in the 'Search Clients' field.
  33. Validate "Client A" and "Client B" are not displayed.
  34. Access the 'Progress Notes (Group and Individual)' form.
  35. Enter "Room A" in the 'Select Client' field.
  36. Validate "Client A" and "Client B" are not displayed.
  37. Close the form.
  38. Access the 'Client Ledger' form.
  39. Enter "Room A" in the 'Client ID' field.
  40. Validate "Client A" and "Client B" are not displayed.
  41. Close the form.
  42. Access the 'Account Registration' form.
  43. Enter "Room A" in the 'Select Client' dialog.
  44. Validate "Client A" and "Client B" are not displayed.
  45. Click [Cancel].
  46. Access the 'Service Authorization' form.
  47. Enter "Room A" in the 'Select Client' dialog.
  48. Validate "Client A" and "Client B" are not displayed.
  49. Click [Cancel].
Topics
• Client Search • Registry Settings