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Avatar PM 2024 Update 90

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

The 'Client Merge' form is enhanced to add a warning message about system performance impact.

Required Updates

None

Included Updates

71

Details

NEW0 CHANGED1 FIXED0
Changed (1)
Client Merge
'Client Merge' form is enhanced to add a warning message.
When 'Client Merge' form is opened, users now get a warning message stating the performance impact.
Value Added: Users can now access 'Client Merge' form with a warning message indicating the performance impact.
Topics
• Client Merge
 
Acceptance Tests

AV-99198 Summary | Details
Client Merge
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Admission (Outpatient)
Scenario 1: Cal-PM -Client Merge (InPatient and Outpatient)
Specific Setup:
  • At least two clients must be admitted to active episodes.
Steps
  1. Open "Client Merge" form.
  2. Validate the warning contains: The Client Merge process uses significant system resources. It is recommended to run after hours or during your lowest usage time to prevent any performance impacts.
  3. Click [OK].
  4. Enter the 'Source Client'.
  5. Enter the 'Target Client'.
  6. Select desired option in 'Merge All Client Data Through Single Filing'.
  7. Select desired episode from 'Source Client Episode'.
  8. Select desired option in 'Create New Episode On Merge'.
  9. Click [File].
  10. Validate the following message displays: 'Do you wish to continue with the indicated action?'
  11. Click [Yes].
  12. Validate the following message displays: 'The following new episode has been created for the target client indicated. Episode x'.
  13. Click [OK].
  14. Click [Discard].
  15. Open "Admission" form.
  16. Enter the "Target Client".
  17. Verify the merged episode data is present.
  18. Click [Cancel].
Topics
• Client Merge

 

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