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Avatar PM 2024 Update 39

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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

Forms with the field 'Client's Email Address' are updated to validate the format of the email address that is entered. The associated Web Services will also perform the validation on this field.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
'Client's Email Address' validations
Forms with the 'Client's Email Address' are updated to validate the format of the email address that is entered. The associated web services are updated accordingly.
The email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
Value Added: Support is added for email address validation to ensure data accuracy.
Topics
• Admission • Admission (Outpatient) • Call Intake • Discharge • Pre Admit • Pre Admit Discharge • Update Client Data
 
Acceptance Tests
AV-96527 Summary | Details
'Client's Email Address' validations
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Admission (Outpatient)
  • SoapUI - ClientDemographics
  • Update Client Data
  • Pre Admit Discharge
  • Pre Admit
  • Call Intake
Scenario 1: Validate the 'Admission' form for a new client
Steps
  1. Access the 'Admission' form.
  2. Admit a new client into any episode.
  3. Populate all required and desired fields.
  4. Select the "Demographics" section.
  5. Enter "testgmailcom" in the 'Client's Email Address' field.
  6. Validate a message is displayed stating: Please enter a valid email address.
  7. Click [OK].
  8. Enter "testgmail.com" in the 'Client's Email Address' field.
  9. Validate a message is displayed stating: Please enter a valid email address.
  10. Click [OK].
  11. Enter "testgmail@com" in the 'Client's Email Address' field.
  12. Validate a message is displayed stating: Please enter a valid email address.
  13. Click [OK].
  14. Enter "test@gmail.com" in the 'Client's Email Address' field.
  15. Please note: a valid email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
  16. Click [Submit].
  17. Access the 'Admission' form for the client admitted in the previous steps.
  18. Click [Edit] for the episode added in the previous steps.
  19. Validate the previously filed data is displayed.
  20. Select the "Demographics" section.
  21. Validate the 'Client's Email Address' field contains "test@gmail.com".
  22. Close the form.
Scenario 2: 'Admission (Outpatient)' - Verification of form filing
Steps
  1. Access the 'Admission (Outpatient)' form.
  2. Admit a new client.
  3. Populate all required and desired fields.
  4. Select the "Demographics" section.
  5. Enter "testgmailcom" in the 'Client's Email Address' field.
  6. Validate a message is displayed stating: Please enter a valid email address.
  7. Click [OK].
  8. Enter "testgmail.com" in the 'Client's Email Address' field.
  9. Validate a message is displayed stating: Please enter a valid email address.
  10. Click [OK].
  11. Enter "testgmail@com" in the 'Client's Email Address' field.
  12. Validate a message is displayed stating: Please enter a valid email address.
  13. Click [OK].
  14. Enter "test@gmail.com" in the 'Client's Email Address' field.
  15. Please note: a valid email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
  16. Click [Submit].
  17. Access the 'Admission (Outpatient)' form for the client admitted in the previous steps.
  18. Click [Edit] for the episode added in the previous steps.
  19. Validate the previously filed data is displayed.
  20. Select the "Demographics" section.
  21. Validate the 'Client's Email Address' field contains "test@gmail.com".
  22. Close the form.
Scenario 3: 'Update Client Data' - Verification of form filing
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Enter "testgmailcom" in the 'Client's Email Address' field.
  3. Validate a message is displayed stating: Please enter a valid email address.
  4. Click [OK].
  5. Enter "testgmail.com" in the 'Client's Email Address' field.
  6. Validate a message is displayed stating: Please enter a valid email address.
  7. Click [OK].
  8. Enter "testgmail@com" in the 'Client's Email Address' field.
  9. Validate a message is displayed stating: Please enter a valid email address.
  10. Click [OK].
  11. Enter "test@gmail.com" in the 'Client's Email Address' field.
  12. Please note: a valid email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
  13. Click [Submit].
  14. Select "Client A" and access the 'Update Client Data' form.
  15. Validate the previously filed data is displayed.
  16. Validate the 'Client's Email Address' field contains "test@gmail.com".
  17. Close the form.
Scenario 4: 'Discharge' form - Field Validation
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Discharge' form.
  2. Select an existing episode and click [Edit].
  3. Enter the desired date in the 'Date Of Discharge' field.
  4. Enter the desired time in the 'Discharge Time' field.
  5. Select the desired value in the 'Type Of Discharge' field.
  6. Select the desired practitioner in the 'Discharge Practitioner' field.
  7. Select the "Demographics" section.
  8. Enter "testgmailcom" in the 'Client's Email Address' field.
  9. Validate a message is displayed stating: Please enter a valid email address.
  10. Click [OK].
  11. Enter "testgmail.com" in the 'Client's Email Address' field.
  12. Validate a message is displayed stating: Please enter a valid email address.
  13. Click [OK].
  14. Enter "testgmail@com" in the 'Client's Email Address' field.
  15. Validate a message is displayed stating: Please enter a valid email address.
  16. Click [OK].
  17. Enter "test@gmail.com" in the 'Client's Email Address' field.
  18. Please note: a valid email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
  19. Click [Submit].
  20. Select "Client A" and access the 'Discharge' form.
  21. Select the discharged episode and click [Edit].
  22. Validate all previously filed data is displayed.
  23. Select the "Demographics" section.
  24. Validate the 'Client's Email Address' field contains "test@gmail.com".
  25. Close the form.
Scenario 5: 'Call Intake' form - Field Validation
Specific Setup:
  • The 'Add Demographics To Call Intake' registry setting must be set to "Y".
  • A client is enrolled in an existing Call Intake program (Client A).
Steps
  1. Select "Client A" and access the 'Call Intake' form.
  2. Select the existing call intake record and click [Edit].
  3. Select the "Demographics" section.
  4. Enter "testgmailcom" in the 'Client's Email Address' field.
  5. Validate a message is displayed stating: Please enter a valid email address.
  6. Click [OK].
  7. Enter "testgmail.com" in the 'Client's Email Address' field.
  8. Validate a message is displayed stating: Please enter a valid email address.
  9. Click [OK].
  10. Enter "testgmail@com" in the 'Client's Email Address' field.
  11. Validate a message is displayed stating: Please enter a valid email address.
  12. Click [OK].
  13. Enter "test@gmail.com" in the 'Client's Email Address' field.
  14. Please note: a valid email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
  15. Click [Submit].
  16. Select "Client A" and access the 'Call Intake' form.
  17. Select the existing call intake record and click [Edit].
  18. Validate the 'Client's Email Address' field contains "test@gmail.com".
  19. Close the form.
Scenario 6: 'Pre Admit' form - Field Validation
Specific Setup:
  • A client is enrolled in an existing Pre Admit episode (Client A).
Steps
  1. Select "Client A" and access the 'Pre Admit' form.
  2. Select an existing episode and click [Edit].
  3. Select the "Demographics" section.
  4. Enter "testgmailcom" in the 'Client's Email Address' field.
  5. Validate a message is displayed stating: Please enter a valid email address.
  6. Click [OK].
  7. Enter "testgmail.com" in the 'Client's Email Address' field.
  8. Validate a message is displayed stating: Please enter a valid email address.
  9. Click [OK].
  10. Enter "testgmail@com" in the 'Client's Email Address' field.
  11. Validate a message is displayed stating: Please enter a valid email address.
  12. Click [OK].
  13. Enter "test@gmail.com" in the 'Client's Email Address' field.
  14. Please note: a valid email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
  15. Click [Submit].
  16. Select "Client A" and access the 'Pre Admit' form.
  17. Select an existing episode and click [Edit].
  18. Select the "Demographics" section.
  19. Validate the 'Client's Email Address' field contains "test@gmail.com".
  20. Close the form.
Scenario 7: 'Pre Admit Discharge' - Verification of form filing
Specific Setup:
  • A client is enrolled in an existing Pre Admit episode (Client A).
Steps
  1. Select "Client A" and access the 'Pre Admit Discharge' form.
  2. Select an existing episode and click [OK].
  3. Enter the desired date in the 'Date Of Discharge' field.
  4. Enter the desired time in the 'Time Of Discharge' field.
  5. Select the desired value in the 'Type Of Discharge' field.
  6. Select the desired practitioner in the 'Discharge Practitioner' field.
  7. Select the "Demographics" section.
  8. Enter "testgmailcom" in the 'Client's Email Address' field.
  9. Validate a message is displayed stating: Please enter a valid email address.
  10. Click [OK].
  11. Enter "testgmail.com" in the 'Client's Email Address' field.
  12. Validate a message is displayed stating: Please enter a valid email address.
  13. Click [OK].
  14. Enter "testgmail@com" in the 'Client's Email Address' field.
  15. Validate a message is displayed stating: Please enter a valid email address.
  16. Click [OK].
  17. Enter "test@gmail.com" in the 'Client's Email Address' field.
  18. Please note: a valid email address should contain '@' that separates the name and address. The name should be the first piece and the address should be the second piece. The address must have a '.' which separates the domain name.
  19. Click [Submit].
  20. Select "Client A" and access the 'Pre Admit Discharge' form.
  21. Select the discharged episode and click [OK].
  22. Validate the previously filed data is displayed.
  23. Select the "Demographics" section.
  24. Validate the 'Client's Email Address' field contains "test@gmail.com".
  25. Close the form.
Scenario 8: The 'ClientAdmission' - 'UpdateAdmission' web service: Update Admission for an existing client
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access SoapUI for the 'ClientAdmission' - 'UpdateAdmission' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Populate all required and desired fields.
  6. Enter "Client A" in the 'ClientID' field.
  7. Enter "Client A's" episode in the 'Episode' field.
  8. Enter "test@gmailcom" in the 'ClientEmailAddress' field.
  9. Click [Run].
  10. Validate a message is displayed stating: Please enter a valid email address.
  11. Enter "test@gmail.com" in the 'ClientEmailAddress' field.
  12. Click [Run].
  13. Validate the 'Confirmation' field contains a value such as: "Client Unique ID: # Unique ID: #".
  14. Validate the 'Message' field contains: "Client Admission web service has been filed successfully".
  15. Select "Client A" and access the 'Admission' form.
  16. Select the admission updated in the previous steps and click [Edit].
  17. Validate all populated fields are displayed.
  18. Validate the 'Client's Email Address' field contains "test@gmail.com".
  19. Close the form.
Scenario 9: Client Demographic Web Service validation
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access SoapUI for the 'ClientDemographics' - 'UpdateClientDemographics' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Populate any other desired fields.
  6. Enter "Client A" in the 'ClientID' field.
  7. Enter "test@gmailcom" in the 'ClientEmailAddress' field.
  8. Click [Run].
  9. Validate a message is displayed stating: Please enter a valid email address.
  10. Enter "test@gmail.com" in the 'ClientEmailAddress' field.
  11. Click [Run].
  12. Validate the 'Message' field contains: Client Demographics web service has been filed successfully.
  13. Select "Client A" and access the 'Update Client Data' form.
  14. Validate all populated fields are displayed.
  15. Validate the 'Address Type' field contains the value entered via web service.
  16. Validate the 'Client's Email Address' field contains "test@gmail.com".
  17. Close the form.
Scenario 10: Discharge a client via the 'ClientDischarge' web service
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access SoapUI for the 'ClientDischarge' - 'DischargeClient' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired date in the 'DateOfDischarge' field.
  6. Enter the desired practitioner in the 'DischargePractitioner' field.
  7. Enter the desired time in the 'DischargeTime' field.
  8. Enter the desired value in the 'TypeOfDischarge' field.
  9. Enter the desired value in the 'AddresType' field.
  10. Enter "Client A" in the 'ClientID' field.
  11. Enter the episode number to be discharged in the 'EpisodeNumber' field.
  12. Enter "test.gmailcom" in the 'ClientEmailAddress' field.
  13. Click [Run].
  14. Validate a message is displayed stating: Please enter a valid email address.
  15. Enter "test@gmail.com" in the 'ClientEmailAddress' field.
  16. Click [Run].
  17. Validate the 'Message' field contains: Client Discharge web service has been filed successfully.
  18. Select "Client A" and access the 'Discharge' form.
  19. Validate all populated fields are displayed as entered in the web service.
  20. Select the "Demographics" section.
  21. Validate the 'Client's Email Address' field contains "test@gmail.com".
  22. Close the form.
Scenario 11: Call Intake Web Service validation - ClientCallIntake
Steps
  1. Using Avatar PM 'ClientCallIntake' web service, submit an Intake record for a 'Call Intake' client:
  2. Populate all required fields.
  3. Enter "test@gmailcom" in the 'ClientEmailAddress' field.
  4. Click [Run].
  5. Validate a message is displayed stating: Please enter a valid email address.
  6. Enter "test@gmail.com" in the 'ClientEmailAddress' field.
  7. Click [Run].
  8. Click [Run].
  9. Ensure that Call Intake record returns 'Client Call Intake web service has been filed successfully' message.
  10. Ensure that 'Call Intake' record/episode filed via web service is present with values filed via the web service, including the 'Client's Email Address' field.
Scenario 12: The 'ClientAdmission' - 'AddAdmission' web service: Admission of a new client
Specific Setup:
  • The user has access to a Web services tool.
Steps
  1. Access the Web services tool and select the WSDL for the 'ClientAdmission' - 'AddAdmission' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired date in the 'AdmissionDate' field.
  6. Enter the desired time in the 'AdmissionTime' field.
  7. Enter the desired practitioner in the 'AdmittingPractitioner' field.
  8. Enter the desired value in the 'ClientFirstName' field.
  9. Enter the desired value in the 'ClientLastName' field.
  10. Enter the desired value in the 'ClientMiddleName' field.
  11. Enter the corresponding name in the 'ClientName' field.
  12. Enter the desired value in the 'ESignatureConsentOnFile' field. Note: "Y" and "N" are accepted values.
  13. Enter the desired value in the 'Program' field.
  14. Enter the desired value in the 'Sex' field.
  15. Enter the desired value in the "Time Zone for Appointment Reminders" field.
  16. Set the "PreferredAppointmentSite" to the desired site.
  17. Populate any other required and desired fields.
  18. Enter the desired value in the 'Address Type' field.
  19. Enter "test@gmailcom" in the 'ClientEmailAddress' field.
  20. Click [Run].
  21. Validate a message is displayed stating: Please enter a valid email address.
  22. Enter "test@gmail.com" in the 'ClientEmailAddress' field.
  23. Click [Run].
  24. Validate the 'Confirmation' field contains a value such as: "Client Unique ID: # Unique ID: #".
  25. Validate the 'Message' field contains: "Client Admission web service has been filed successfully".
  26. Select the client filed in the previous steps and access the 'Admission' form.
  27. Select the record filed in the previous steps and click [Edit].
  28. Validate all populated fields are displayed.
  29. Select the "Demographics" section.
  30. Validate the 'Client Last Name' field contains the value filed in the previous steps.
  31. Validate the 'Client First Name' field contains the value filed in the previous steps.
  32. Validate the 'Client Middle Name' field contains the value filed in the previous steps.
  33. Validate the 'Consent On File For Use of Integrated eSignature' field contains the value filed in the previous steps.
  34. Validate 'Time Zone for Appointment Reminders' field contains the value filed in the previous steps.
  35. Validate the 'Preferred Appointment Site' field contains the value filed in the previous steps.
  36. Validate the 'Address Type' field contains the value filed in the previous steps.
  37. Validate the 'Client's Email Address' field contains "test@gmail.com".
  38. Close the form.
Topics
• Admission • Admission (Outpatient) • Call Intake • Discharge • Pre Admit • Pre Admit Discharge • Update Client Data