Skip to main content

Avatar PM 2024 Update 30

  1. Last updated
  2. Save as PDF

Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2024 Monthly Release 2024.00.01
RADplus 2024 Monthly Release 2024.00.01

Product Update Description

The 'Auto Append Document Image in Delete Service' registry setting is added to Avatar PM. It enables the 'Delete Service' and 'Delete Service (Open Service Only)' forms to append existing documents when the associated service is deleted.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Delete Service/Delete Service (Open Services Only) - Auto Append Document Image in Delete Service
The 'Auto Append Document Image in Delete Service' registry setting enables the 'Delete Service' and 'Delete Service (Open Service Only)' forms to append existing documents when the associated service is deleted.
Value Added: Enhanced functionality in deleting services with documents attached
Topics
• Delete Services • NX
 
Acceptance Tests
AV-95926 Summary | Details
Delete Service/Delete Service (Open Services Only) - Auto Append Document Image in Delete Service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Delete Service
  • Service Delete
  • Delete Service (Open Service Only)
  • Clinical Document Viewer
  • Registry Settings (PM)
  • Client Charge Input
  • Create New Progress Notes Form
  • Document Routing Setup (PM)
  • Progress Notes (Group and Individual) 6
  • User Definition
  • Delete Services
Scenario 1: Delete Service - Validation
Specific Setup:
  • Select a test client and enter charges by using the "Client Charge Input" form.
Steps
  1. Open the "Delete Service" form.
  2. Delete a service for the test client from Setup.
  3. Open the "Client Ledger" form.
  4. Validate the service has been removed from the system.
Scenario 2: Delete Service (Open Service Only) - Delete an open service
Specific Setup:
  • Select a test client and enter charges by using the "Client Charge Input" form.
Steps
  1. Open the "Delete Service (Open Service Only)" form.
  2. Delete a service for the test client from Setup.
  3. Open the "Client Ledger" form.
  4. Validate the service has been removed from the system.
Scenario 3: Registry Setting - Auto Append Document Image in Delete Service
Steps
  1. Open the "Registry Settings" form.
  2. Search for the registry setting "Auto Append Document Image in Delete Service".
  3. Set the "Value" to "N".
  4. Click "Submit" to file.
  5. Open the "Delete Service" form.
  6. Select a client and date range.
  7. Click "Display Client".
  8. Validate there is no column called "Document" on the form.
  9. Exit the form.
  10. Open the "Registry Settings" form.
  11. Search for the registry setting "Auto Append Document Image in Delete Service".
  12. Set the "Value" to "Y".
  13. Click "Submit" to file.
  14. Open the "Delete Service" form.
  15. Select a client and date range.
  16. Click "Display Client".
  17. Validate there is a column called "Document" on the form.
  18. Exit the form.
Scenario 4: Delete Service - Allow Auto Append of Document Image in Delete Service
Specific Setup:
  • Registry setting "Auto Append Document Image in Delete Service" must be enabled.
  • Using "Client Charge Input", enter 3 charges for a client.
  • Using "Create New Progress Note" form, create a new progress note for testing.
  • Give the Avatar user access to the newly created Progress note form.
  • Refresh menus to add the new form to the user's menu.
  • Using "Document Routing Setup", enable document routing for the newly created progress note form.
Steps
  1. Open the progress note copy that was created for this test.
  2. Generate a progress note for an existing service (select one of the services entered in Setup).
  3. Finalize the progress note.
  4. Sign/Accept the document.
  5. Return to the form.
  6. Generate a progress note for an existing service (select one of the services entered in Setup).
  7. Finalize the progress note.
  8. Sign and Route or Accept and Route the document to an approver.
  9. Exit the form.
  10. Open the "Delete Service" form.
  11. Select the client and date range and click "Display Client".
  12. Note the presence of a new column called "Document".
  13. The new column will indicate the state the document is in, It could be "Final" or "Pending" or blank depending on the status of the form. Final means it's been finalized and stored. Pending means it's waiting to be finalized by approver(s). Blank means there is no document attached to the service.
  14. Services that have the word "Final" next to them cannot be deleted with any other service. "Final" means the service has a finalized document attached to it. If you do try several services together, you will receive the following message: "There are one or more services selected that are associated with a document. These services must be deleted separately.".
  15. Services that have the word "Pending" in the "Document" column can't be deleted until they have been finalized by all approvers and this column value is changed to "Final". If you try to remove a service with a pending document, you will receive the following message: "The selected service is associated with a document that is not "Final". The service cannot be deleted until the document is finalized."
  16. Select a document that has the word "Final" in the "Document" column.
  17. The message "Delete Service No Yes The selected service is associated with a finalized document, continuing will append the document. Would you like to continue?" pops up.
  18. Respond by clicking "Yes" to continue".
  19. Click "Delete" button.
  20. Validate the document that displays includes an appended page that states the "Service has been deleted!!!".
  21. Click "Sign".
  22. Open "Client Ledger".
  23. Validate the service has been removed from the system.
  24. Open "Clinical Document Viewer".
  25. Locate and open the document that was attached to the now deleted service.
  26. Validate the stored document has the appended page attached.
  27. Navigate to the "myToDo" widget.
  28. Accept and Sign the document to approve it.
  29. Open the "Delete Service" form.
  30. Validate the service that was once "Pending" is now "Final".
  31. Delete the service with the finalized document attached.
  32. Validate the document that displays includes an appended page that states the "Service has been deleted!!!".
  33. Click "Sign".
  34. Open "Client Ledger".
  35. Validate the service has been removed from the system.
  36. Open "Clinical Document Viewer".
  37. Locate and open the document that was attached to the now deleted service.
  38. Validate the stored document has the appended page attached.
Scenario 5: Delete Service (Open Services Only) - Allow Auto Append of Document Image in Delete Service
Specific Setup:
  • Registry setting "Auto Append Document Image in Delete Service" must be enabled.
  • Using "Client Charge Input", enter 3 charges for a client.
  • Using "Create New Progress Note" form, create a new progress note for testing.
  • Give the Avatar user access to the newly created Progress note form.
  • Refresh menus to add the new form to the user's menu.
  • Using "Document Routing Setup", enable document routing for the newly created progress note form.
Steps
  1. Open the progress note copy that was created for this test.
  2. Generate a progress note for an existing service (select one of the services entered in Setup).
  3. Finalize the progress note.
  4. Sign/Accept the document.
  5. Return to the form.
  6. Generate a progress note for an existing service (select one of the services entered in Setup).
  7. Finalize the progress note.
  8. Sign and Route or Accept and Route the document to an approver.
  9. Exit the form.
  10. Open the "Delete Service (Open Service Only)" form.
  11. Select the client and date range and click "Display Client".
  12. Note the presence of a new column called "Document".
  13. The new column will indicate the state the document is in, It could be "Final" or "Pending" or blank depending on the status of the form. Final means it's been finalized and stored. Pending means it's waiting to be finalized by approver(s). Blank means there is no document attached to the service.
  14. Services that have the word "Final" next to them cannot be deleted with any other service. "Final" means the service has a finalized document attached to it. If you do try several services together, you will receive the following message: "There are one or more services selected that are associated with a document. These services must be deleted separately.".
  15. Services that have the word "Pending" in the "Document" column can't be deleted until they have been finalized by all approvers and this column value is changed to "Final". If you try to remove a service with a pending document, you will receive the following message: "The selected service is associated with a document that is not "Final". The service cannot be deleted until the document is finalized."
  16. Select a document that has the word "Final" in the "Document" column.
  17. The message "Delete Service No Yes The selected service is associated with a finalized document, continuing will append the document. Would you like to continue?" pops up.
  18. Respond by clicking "Yes" to continue".
  19. Click "Delete" button.
  20. Validate the document that displays includes an appended page that states the "Service has been deleted!!!".
  21. Click "Sign".
  22. Open "Client Ledger".
  23. Validate the service has been removed from the system.
  24. Open "Clinical Document Viewer".
  25. Locate and open the document that was attached to the now deleted service.
  26. Validate the stored document has the appended page attached.
  27. Navigate to the "myToDo" widget.
  28. Accept and Sign the document to approve it.
  29. Open the "Delete Service (Open Service Only)" form.
  30. Validate the service that was once "Pending" is now "Final".
  31. Delete the service with the finalized document attached.
  32. Validate the document that displays includes an appended page that states the "Service has been deleted!!!".
  33. Click "Sign".
  34. Open "Client Ledger".
  35. Validate the service has been removed from the system.
  36. Open "Clinical Document Viewer".
  37. Locate and open the document that was attached to the now deleted service.
  38. Validate the stored document has the appended page attached.
Topics
• Delete Services • NX

 

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Page type
    Reference
  2. Tags
    1. Avatar PM 2024 Update 30
    2. content:release
    3. Delete Services
    4. llm-no-index
    5. NX
    6. role:sysadmin