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Avatar PM 2024 Update 37

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2023 Update 76
Avatar PM 2024 Monthly Release 2024.00.01
RADplus 2024 Monthly Release 2024.00.01

Product Update Description

An issue is resolved where the 'Alternate Lookup By Room' registry setting may return clients for non-client lookup fields.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
The 'Alternate Lookup By Room' registry setting
Ensure clients are not returned in non-client lookup fields when the 'Alternate Lookup By Room' registry setting is enabled.
Topics
• Registry Settings
 
Acceptance Tests
AV-94742 Summary | Details
The 'Alternate Lookup By Room' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Appointment Management
  • Client Ledger
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
Scenario 1: Validate the 'Alternate Lookup By Room' registry setting
Specific Setup:
  • A practitioner is defined (Practitioner A).
  • 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 'Appointment Management' form.
  27. Enter "Room A" in the 'Practitioner' field.
  28. Validate no clients are displayed.
  29. Enter "Practitioner A" in the 'Practitioner' field.
  30. Validate "Practitioner A" is displayed.
  31. Close the form.
  32. Access the 'Registry Settings' form.
  33. Enter "Alternate Lookup By Room" in the 'Limit Registry Settings to the Following Search Criteria' field.
  34. Click [View Registry Settings].
  35. Validate the 'Registry Setting' field contains: Avatar PM->Client Information->Client Lookup->->->Alternate Lookup By Room.
  36. Enter "N" in the 'Registry Setting Value' field.
  37. Click [Submit] and close the form.
  38. Search for "Room A" in the 'Search Clients' field.
  39. Validate "Client A" and "Client B" are not displayed.
  40. Access the 'Progress Notes (Group and Individual)' form.
  41. Enter "Room A" in the 'Select Client' field.
  42. Validate "Client A" and "Client B" are not displayed.
  43. Close the form.
  44. Access the 'Client Ledger' form.
  45. Enter "Room A" in the 'Client ID' field.
  46. Validate "Client A" and "Client B" are not displayed.
  47. Close the form.
  48. Access the 'Account Registration' form.
  49. Enter "Room A" in the 'Select Client' dialog.
  50. Validate "Client A" and "Client B" are not displayed.
  51. Click [Cancel].
  52. Access the 'Service Authorization' form.
  53. Enter "Room A" in the 'Select Client' dialog.
  54. Validate "Client A" and "Client B" are not displayed.
  55. Click [Cancel].
Topics
• Registry Settings

 

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  2. Tags
    1. Avatar PM 2024 Update 37
    2. content:release
    3. llm-no-index
    4. Registry Settings
    5. role:sysadmin