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Avatar PM 2024 Update 6

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Product Requirements and Recommendations

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Product Update Description

The 'Exclude Non-Episodic Clients From Sub-System Code Client Lookup' registry setting is added to the system. This registry setting will affect all client lookups in the system with the exception of the following forms: 'Admission', 'Admission(Outpatient)', 'Pre-Admit', 'Call Intake', and 'Manual Member Enrollment'.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Client Lookup - Sub-System Codes
The Registry Setting: 'Exclude Non-Episodic Clients From Sub-System Code Client Lookup' has been added to the system.
A value of 'Y' in the registry setting prevents non-episodic client from being accessed in the sub-system code.

A value of 'N' in the registry setting allows non-episodic clients to be accessed in the sub-system code.

Value Added: Agencies can control access to non-episodic clients in sub-system codes.
Topics
• Client Lookup • Sub-System Code
 
Acceptance Tests
AV-94043 Summary | Details
Client Lookup - Sub-System Codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Assign MR#
  • Call Intake
  • Registry Settings (PM)
Scenario 1: Registry Setting - Exclude Non-Episodic Clients From Sub-System Code Client Lookup
Specific Setup:
  • The test system has multiple system codes.
  • Note the 'Root' system code.
  • Note a 'Sub-System' code'.
  • Note a user that can log into both system codes.
  • Tester is logged in to the 'Root' system code.
  • A non-episodic client exists in the 'Root' system code only. Note the client ID. If needed, a non-episodic client can be created in the 'Call Intake' form.
  • Registry Setting: 'Exclude Non-Episodic Clients From Sub-System Code Client Lookup' = 'Y'.
  • Validate that the client ID can be found in 'Client Search'.
  • Validate that the following forms open: 'Pre Admit', 'Admission' and 'Admission (Outpatient)'.
  • On each form, a message displays stating: 'Client has not been assigned a permanent Medical Record number. Clients with temporary numbers cannot be admitted. Would you like to assign a permanent MR# now?' 'Click [No].
  • A new message displays stating: 'Client has not been assigned a permanent Medical Record number. Clients with temporary numbers cannot be admitted. To assign an ID # use the Assign Permanent MR # form. Click [OK].
  • Logout of the 'Root' system code.
  • Sign into the 'Sub-System' code.
Steps
  1. Search for the non-episodic client and verify that no search results are returned.
  2. Log out of the 'Sub-System' code.
  3. Log into the 'Root' system code.
  4. Open 'Registry Settings'.
  5. Change the value of ' 'Exclude Non-Episodic Clients From Sub-System Code Client Lookup' to 'Y'.
  6. Validate that the Client Search returns the non-episodic client.
  7. Log out of the 'Root' system code.
  8. Log into the 'Sub-System' code.
  9. Validate that the Client Search returns the non-episodic client.
  10. Validate that the following forms open: 'Pre Admit', 'Admission' and 'Admission (Outpatient)' and that each form contains the same two messages from 'Setup'.
Topics
• Client Lookup • Sub-System Code