RADplus 2022 Update 121

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Product Requirements / Recommendations

RADplus required

Recommended Update Level

Avatar Appointment Scheduling 2022 Update 27

Product Update Form Description

The process which merges modeled form data as a result of Client Merges is corrected to properly handle Service Documentation links to CWS modeled forms.

Included Updates

Required Updates

None

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-83495 Details \| User Acceptance Tests 'Client Merge' process Ensure the 'Client Merge' process completes when clients have existing appointments that are linked via Service Documentation to CWS modeled forms.	Topics • Client Merge • Scheduling Calendar

Acceptance Tests

AV-83495 Summary | Details

'Client Merge' process

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Admission
Service Documentation Form

Scenario 1: Validate 'Client Merge' for clients with appointments linked via Service Documentation to CWS modeled forms

Specific Setup:

A client is enrolled in an existing episode (Client A).
A second client is enrolled in an existing episode and has the same name as "Client A" (Client B).
A CWS modeled form configured for service documentation must be defined with a 'Draft/Final' field (Service Documentation Form).
The 'Attach Selected Appointment To Service Documentation On Draft' registry setting is set to "1" or "2".

Steps

Access the 'Scheduling Calendar' form.
Right click in any available time slot and click [Add Appointment].
Select "Client A" in the 'Client' field.
Populate any other required and desired fields.
Click [Submit].
Validate the appointment for "Client A" is displayed.
Click [Dismiss].
Select "Client A" and access the "Service Documentation Form".
File an existing appointment note for the appointment filed in the previous steps.
Select "Draft" in the 'Draft/Final' field.
Click [Submit].
Access the 'Client Merge' form.
Select "Client A" in the 'Source Client' field.
Select "Client B" in the 'Target Client' field.
Select "Yes" in the 'Merge All Client Data Through Single Filing' field.
Select "Yes" in the 'Create New Episode On Merge' field.
Click [File].
Validate a message is displayed stating: Do you wish to continue with the indicated action?
Click [Yes].
Validate a message is displayed stating: All information has been merged into the target client and the source client has been deleted from the system.
Click [OK] and close the form.
Select "Client B" and access the 'Service Documentation Form'.
Select the new episode created on merge.
Validate the note filed in the previous steps is displayed in the Pre-Display.
Click [Edit].
Validate all previously filed data is displayed.
Close the form.

Topics

• Client Merge • Scheduling Calendar