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Avatar PM 2024 Update 71

Product Requirements and Recommendations

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Avatar PM 2024 Monthly Release 2024.01.02
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

The following issues are resolved: 1) An issue where the 'Leave Status Change' form may result in the 'Bed Management' form displaying more than one client in the same bed. 2) An issue where the 'Client Merge' form may result in the target client being incorrectly displayed as occupying the source client's bed on the 'Bed Management' form.

Required Updates

None

Included Updates

None

Details

NEW0 CHANGED0 FIXED2
Fixed (2)
Bed Management - 'Leave Status Change'
An issue where the 'Leave Status Change' form may result in the 'Bed Management' form displaying more than one client in the same bed. KB0076580 v0.01
Topics
• Bed Management • Leaves
 
Bed Management - 'Client Merge' functionality
Ensure the 'Client Merge' process does not result in the target client being incorrectly displayed as occupying the source client's bed in the 'Bed Management' form.
Topics
• Bed Management • Client Merge
 
Acceptance Tests

AV-96820 Summary | Details
Bed Management - 'Leave Status Change'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Bed Management
  • Leave Status Change
  • Leaves
Scenario 1: Bed Management - Validate 'Leaves' and 'Leave Status Change' functionality
Specific Setup:
  • A client is enrolled in an existing inpatient episode (Client A).
Steps
  1. Access the 'Bed Management' form.
  2. Click the [Print Current Bed Status Report].
  3. Validate the 'Current Bed Status Report' is displayed and contains "Client A" in their assigned unit/room/bed.
  4. Close the report.
  5. Click [Bed Management].
  6. Navigate to the unit/room/bed for "Client A" and validate they are displayed as expected.
  7. Close the form.
  8. Select "Client A" and access the 'Leaves' form.
  9. Enter the current date in the 'Leave Date' field.
  10. Enter the current time in the 'Leave Time' field.
  11. Select any non-billable value in the 'Type Of Leave From' field.
  12. Select the desired value in the 'Reason For Leave' field.
  13. Populate any other desired fields.
  14. Submit the form.
  15. Access the 'Bed Management' form.
  16. Click the [Print Current Bed Status Report].
  17. Validate the 'Current Bed Status Report' is displayed and no longer contains "Client A" in their assigned unit/room/bed since they were placed on a non-billable leave.
  18. Close the report.
  19. Click [Bed Management].
  20. Navigate to the unit/room/bed for "Client A" and validate they are no longer displayed from the 'Leave Date' forward since they were placed on a non-billable leave.
  21. Close the form.
  22. Select "Client A" and access the 'Leave Status Change' form.
  23. Enter the current date in the 'Effective Date Of Leave Status Change' field.
  24. Enter the current time in the 'Effective Time Of Leave Status Change' field.
  25. Select the desired value in the 'Reason For Closure Of Leave' field.
  26. Select any non-billable value in the 'Type Of Leave From' field.
  27. Select the desired value in the 'Reason For Leave' field.
  28. Populate any other desired fields.
  29. Submit the form.
  30. Access the 'Bed Management' form.
  31. Click the [Print Current Bed Status Report].
  32. Validate the 'Current Bed Status Report' is displayed and does not contain "Client A" in their assigned unit/room/bed since they were placed on a non-billable leave.
  33. Close the report.
  34. Click [Bed Management].
  35. Navigate to the unit/room/bed for "Client A" and validate they are not displayed from the 'Leave Date' forward since they were placed on a non-billable leave.
  36. Close the form.

Topics
• Bed Management • Leaves
AV-98083 Summary | Details
Bed Management - 'Client Merge' functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Bed Management
Scenario 1: Bed Management - Validate 'Client Merge' functionality
Specific Setup:
  • The 'Allow Merging Into Existing Episode' registry setting is set to "Y".
  • An inpatient program is defined in 'Program Maintenance' (Program A).
  • Units, rooms, and beds are defined (Bed A & Bed B will be used for testing).
  • A client is enrolled in "Program A" in "Bed A" with an 'Admission Date' of "01/02/2024" (Client A).
  • A second client is enrolled in "Program A" in "Bed B" with an 'Admission Date' of "01/01/2024" (Client B).
Steps
  1. Access the 'Bed Management' form.
  2. Click [Bed Management].
  3. Navigate to the unit & room for "Bed A" and "Bed B".
  4. Validate "Client A" is in "Bed A" as expected.
  5. Validate "Client B" is in "Bed B" as expected.
  6. Close the form.
  7. Access the 'Client Merge' Form.
  8. Enter the "Client A" in the 'Source Client' field.
  9. Enter the "Client B" in 'Target Client' field.
  10. Select "No" in the 'Merge All Client Data Through Single Filing' field.
  11. Select the existing episode for "Client A" in the 'Source Client Episode' field.
  12. Select "No" in the 'Create New Episode On Merge' field.
  13. Click [File].
  14. Validate a message is displayed stating: Do you wish to continue with the indicated action?
  15. Click [Yes].
  16. Validate a message is displayed stating: The following episode has been updated for the target client indicated to include data from the source episode.
  17. Click [OK].
  18. Validate a message is displayed stating: All bed assignments associated with the source episodes have been removed.
  19. Click [OK] and close the form.
  20. Access the 'Bed Management' form.
  21. Click [Bed Management].
  22. Navigate to the unit & room for "Bed A" and "Bed B".
  23. Validate "Client B" is in "Bed B" as expected.
  24. Validate "Client A" is no longer displayed and "Bed A" is available.
  25. Click [Close] and [Print Current Bed Status Report].
  26. Validate the 'Current Bed Status Report' is displayed.
  27. Validate "Client B" is in "Bed B" as expected.
  28. Validate "Client A" is no longer displayed and "Bed A" is available.
  29. Close the report.
  30. Click [Bed Management].
  31. Navigate to the unit & room for "Bed A" and "Bed B".
  32. Select "Client B" in "Bed B".
  33. Click [Switch].
  34. Select "Bed A" in the 'Bed 2' field and populate the details accordingly.
  35. Click [Switch].
  36. Validate "Client B" now displays in "Bed A" as expected.
  37. Click [Close] and [Print Current Status Report].
  38. Validate the 'Current Bed Status Report' is displayed.
  39. Validate "Client B" is in "Bed A" as expected.
  40. Close the report and the form.
Topics
• Bed Management • Client Merge