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Avatar PM 2024 Update 101

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2024 Monthly Release 2024.01.02
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

The 'Day Program Attendance' widget is modified to include 'Practitioner' in the grid to allow different Practitioners to be assigned to each row.

Required Updates

None

Included Updates

8, 9, 16, 17, 23, 28, 29, 31, 34, 35, 42, 44, 46, 47, 57, 60, 61, 70, 77, 80, 84, 88, 93

Details
NEW1 CHANGED0 FIXED0
New (1)
The 'Day Program Attendance' widget
The 'Day Program Attendance' widget is enhanced to include 'Practitioner' in the grid to allow different Practitioners to be assigned to each row.
Value Added: Additional support for Day Program functionality.
Topics
• Client Ledger • Day Program Attendance • Program Maintenance • Scheduling Calendar • Widgets
 
Acceptance Tests
AV-99448 Summary | Details
The 'Day Program Attendance' widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Day Program Attendance Widget
Scenario 1: Day Program Attendance widget - Validate 'Complete Close' functionality with multiple practitioners
Specific Setup:
  • Please note: this is for Avatar NX only.
  • The 'Day Program Attendance' widget must be added to a view in 'View Definition'.
  • The logged in user must have the 'Day Program Attendance' widget accessible from their myDay view.
  • A program is defined in 'Program Maintenance' with the following (Program A):
  • "Yes" selected in the 'Is This A Day Program?' field.
  • A service code selected in the 'Day Program Missed Visit Service Code' field.
  • One or more active service codes selected in the 'Day Program Services' section (Service Code A).
  • A schedule configured for Monday through Friday in the 'Day Program Schedule' section.
  • Two practitioners are defined (Practitioner A & Practitioner B).
  • A client is admitted into "Program A" (Client A).
Steps
  1. Navigate to the 'Day Program Attendance' widget.
  2. Select "Program A" in the 'Program' field.
  3. Select the desired practitioner in the 'Practitioner' field.
  4. Please note: this will be the default 'Practitioner' for all rows unless a different practitioner is selected in each individual row.
  5. Validate "Client A" is displayed in the 'Day Program Attendance' widget.
  6. Validate the 'Start Time' and 'Close Time' fields contain the times configured in 'Program Maintenance'.
  7. Validate the row for "Client A" does not contain a value in the 'In', 'Out', and 'Service' fields.
  8. Click [Complete Close].
  9. Validate a message is displayed stating: All clients must have a time recorded before close can be completed.
  10. Enter the desired time in 'In' field.
  11. Enter the desired time in the 'Out' field.
  12. Validate the 'Length' field contains the total time between the 'In' and 'Out' times.
  13. Select "Service Code A" in the 'Service' field.
  14. Validate the 'Practitioner' field is displayed and contains a list of practitioners in alphabetical order by last name.
  15. Select "Practitioner A" in the 'Practitioner' field.
  16. Validate the 'Total' field contains the total time between the 'In' and 'Out' times.
  17. Click on the [Return] icon.
  18. Validate a second row is added for "Client A" with:
  19. 'PATID' containing the PATID for "Client A". Please note: 'Name' field will not be populated for 'Return' rows.
  20. 'In' time with the current time.
  21. 'Length' field will contain * indicating this is a running count until an 'Out' time is calculated.
  22. 'Practitioner' with the 'Practitioner' selected in the main row (if one is selected). In this case, it will be "Practitioner A".
  23. Enter the desired time in the 'Out' field.
  24. Validate the 'Length' field contains the total time between the 'In' and 'Out' times for the second row.
  25. Select "Service Code A" in the 'Service' field.
  26. Select "Practitioner B" in the 'Practitioner' field.
  27. Validate the 'Total' field contains the sum of the total times from row 1 and row 2.
  28. Click [Complete Close].
  29. Validate a 'Day Program Posting Authentication' dialog is displayed.
  30. Enter the logged in username in the 'User ID' field.
  31. Enter the password for the logged in user in the 'Password' field.
  32. Click [OK].
  33. Validate "Client A" is no longer displayed in the 'Day Program Attendance' widget.
  34. Validate the gray/disabled text field at the top of the widget contains: Close completed for today.
  35. Access the 'Client Ledger' form.
  36. Select "Client A" in the 'Client ID' field.
  37. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  38. Select "Simple" in the 'Ledger Type' field.
  39. Select "Yes" in the 'Include Zero Charges' field.
  40. Click [Process].
  41. Validate the 'Client Ledger Report' contains two rows for "Service Code A".
  42. Two services will be displayed: One for the service with "Practitioner A" and one for the service with "Practitioner B".
  43. Click [Close] and close the form.
  44. Access Crystal Reports or other SQL Reporting Tool.
  45. Create a report using the 'SYSTEM.billing_tx_history' SQL table.
  46. Validate two rows are displayed for the posted service for "Client A".
  47. One row will contain the following:
  48. 'duration' = the 'Length' from the first row for "Client A" in the 'Day Program Attendance' widget
  49. 'SERVICE_CODE' = "Service Code A"
  50. 'PROVIDER_ID' = "Practitioner A"
  51. Another row will contain the following:
  52. 'duration' = the 'Length' from the second row for "Client A" in the 'Day Program Attendance' widget
  53. 'SERVICE_CODE' = "Service Code A"
  54. 'PROVIDER_ID' = "Practitioner B"
  55. Close the report.
Topics
• Day Program Attendance
Table Changes
Table Column Change
SYSTEM.hrad_day_program_time_slice practitioner new
SYSTEM.hrad_day_program_time_slice_audit practitioner new