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Avatar PM 2024 Update 83

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Product Requirements and Recommendations

Avatar PM required
RADplus required

Recommended Update Level

Avatar PM 2024 Monthly Release 2024.01.02
RADplus 2024 Monthly Release 2024.01.02

Product Update Description

Avatar PM's Smart Search is enhanced to support the 'Client's Home Phone', 'Client's Cell Phone' and 'Preferred Name' fields.

Required Updates

Avatar PM 2024 Update 75

Included Updates

12, 38, 51, 66, 75

Details
NEW1 CHANGED0 FIXED0
New (1)
Avatar PM - Smart Search functionality
Avatar PM's Smart Search is enhanced to support the 'Client's Home Phone', 'Client's Cell Phone' and 'Preferred Name' fields.
Value Added: Enhancing Smart Search capabilities.
Topics
• Client Search • Registry Settings
 
Acceptance Tests
AV-97695 Summary | Details
Avatar PM - Smart Search functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
Scenario 1: Validate the 'Enable Smart Search Functionality' registry setting
Specific Setup:
  • The 'Enable Smart Search Functionality' registry setting is set to "Y".
  • The 'Alternate Client Lookup Types to Display' registry setting must be set to include "95&102&176" at a minimum:
  • 95 - Client's Home Phone
  • 102 - Client's Cell Phone
  • 176 - Preferred Name
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Enter the desired value in the 'Preferred Name' field.
  3. Enter the desired value in the 'Client's Home Phone' field.
  4. Enter the desired value in the 'Client's Cell Phone' field.
  5. Click [Submit].
  6. Navigate to the 'Search Clients' field in the 'My Clients' widget.
  7. Enter the 'Preferred Name' for "Client A".
  8. Validate the 'Results' contains "Client A" as expected.
  9. Enter the 'Home Phone' for "Client A".
  10. Validate the 'Results' contains "Client A" as expected.
  11. Enter the 'Cell Phone' for "Client A".
  12. Validate the 'Results' contains "Client A" as expected.
  13. Access the 'Progress Notes (Group and Individual)' form.
  14. In the 'Select Client' field, enter the 'Preferred Name' for "Client A".
  15. Validate the 'Results' contains "Client A" as expected.
  16. In the 'Select Client' field, enter the 'Home Phone' for "Client A".
  17. Validate the 'Results' contains "Client A" as expected.
  18. In the 'Select Client' field, enter the 'Cell Phone' for "Client A".
  19. Validate the 'Results' contains "Client A" as expected.
  20. Close the form.
  21. Access the 'Update Client Data' form.
  22. Validate a 'Select Client' dialog is displayed.
  23. In the 'Select Client' field, enter the 'Preferred Name' for "Client A".
  24. Validate the 'Results' contains "Client A" as expected.
  25. In the 'Select Client' field, enter the 'Home Phone' for "Client A".
  26. Validate the 'Results' contains "Client A" as expected.
  27. In the 'Select Client' field, enter the 'Cell Phone' for "Client A".
  28. Validate the 'Results' contains "Client A" as expected.
  29. Click [Cancel].
Topics
• Client Search • Registry Settings