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RADplus 2022 Update 122

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Product Requirements / Recommendations

RADplus required

Additional Requirements

Avatar NX Release 2022.10.00 and 2022.12.00 are required for full functionality.

Product Update Form Description

An issue is resolved where reviewing a 'Results to Review' to-do may result in a "[UNDEFINED]hstchar+11^HADF1 *%" error.

Included Updates

33, 34, 45, 55, 64, 66, 70, 83, 97, 108

Required Updates

None

Details
NEW0 CHANGED0 FIXED3
Fixed (3)
My To Do's - Results to Review
Ensure the ability to sign off on 'Results to Review' in the 'My To Do's' widget in Avatar NX. Please note: Avatar NX 2022.10.00 and 2022.12.00 are required for full functionality.
Topics
• My To Do's • NX
 
'All Documents' Widget
Ensure users have access to forms in the 'All Documents' widget within Avatar NX. Please note: Avatar NX 2022.10.00 and 2022.12.00 are required for full functionality.
Topics
• All Documents Widget • NX • Registry Settings
 
My To Do's - Reassign
Ensure the ability to reassign to do's in the 'My To Do's' widget. Please note: Avatar NX 2022.10.00 and 2022.12.00 are required for full functionality.
Topics
• NX • Progress Notes • ToDo's • To-Do's
 
Acceptance Tests
AV-80565 Summary | Details
My To Do's - Results to Review
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results To Review - Review Results
Scenario 1: Avatar NX - "Results to Review" To Do validations
Specific Setup:
  • A user is logged in and has the 'My To Do's' widget on their home view (User A).
  • A client has a result (Result A) submitted in the 'Results Entry' form (Client A).
  • In the 'Review Results' form, "Result A" has been submitted with field 'Send Results Notification To' set to "User A", to generate a "To Do".
Steps
  1. Click to open the 'My To Do's' widget.
  2. In the 'Results to Review' field, locate the 'To Do' generated for "Client A".
  3. Click [Review Results].
  4. Click the 'Client Reviewed' checkbox.
  5. Click [Save].
  6. Click [Review Results] again.
  7. Validate 'Client Reviewed' checkbox is checked.
  8. Click the 'Client Reviewed' checkbox to uncheck it.
  9. Click [Save].
  10. Click [Review Results] again.
  11. Validate 'Client Reviewed' checkbox is unchecked.
  12. Click the 'Client Reviewed' checkbox.
  13. Click [Marked Reviewed].
  14. Populate the 'Notes' field if desired.
  15. Click [Save].
  16. Validate the 'To Do' is removed from the 'Results to Review' field.
Topics
• My To Do's • NX
AV-81650 Summary | Details
'All Documents' Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Console Widget Viewer
  • Registry Settings (PM)
Scenario 1: Validate the 'Allow Users Access To All Forms on NX 'All Documents' Widget' registry setting
Specific Setup:
  • A client must be enrolled in an existing episode and has 'Progress Notes (Group and Individual)' and 'Treatment Plan' records on file (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • A user who doesn't have access to the 'Progress Notes (Group and Individual)' and 'Treatment Plan' forms (User A).
  • Please note: this scenario is for Avatar NX systems.
Steps
  1. Log in as "User A".
  2. Access the 'Registry Settings' form.
  3. Enter "allow users access to all" in the 'Limit Registry Settings to the Following Search Criteria' field.
  4. Click [View Registry Settings].
  5. Validate the "Allow Users Access To All Forms on NX 'All Documents' Widget" registry setting is present.
  6. Select the registry setting and click [OK].
  7. Validate the 'Registry Setting Details' field contains "When set to 'Y', the user may view all forms on the Documentation View and 'All Documents' widget per the configuration of the 'All Documents' widget displayed, regardless of individual form access permissions configured in 'User Definition' or 'User Role Definition'. When set to 'N', the user's form access permissions will apply to the list of forms on the Documentation View, suppressing the forms to which the user does not have either read or read/write permission."
  8. Validate the 'Registry Setting Value' field contains "N".
  9. Click [Submit], [OK], and [No].
  10. Select "Client A" and navigate to the 'All Documents' view.
  11. Select 'All Forms'.
  12. Validate "Progress Notes (Group and Individual)" and "Treatment Plan" and not present in the 'Form Description' field.
  13. Access the 'Registry Settings' form.
  14. Enter "allow users access to all" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Select the "Allow Users Access To All Forms on NX 'All Documents' Widget" registry setting and click [OK].
  17. Enter "Y" in the 'Registry Setting Value' field.
  18. Click [Submit].
  19. Validate a 'Registry Editor Filing' dialog.
  20. Click [OK] and [No].
  21. Navigate to the 'All Documents' view.
  22. Refresh the 'All Documents' widget.
  23. Select 'All Forms'.
  24. Select "Progress Notes (Group and Individual)" in the 'Form Description' field.
  25. Select a progress note and validate the note displays in the 'Console Widget Viewer'.
  26. Validate the 'Open' and 'Open Record' buttons are disabled.
  27. Click [Clear Filters].
  28. Select "Treatment Plan" in the 'Form Description' field.
  29. Select a treatment plan and validate the plan displays in the 'Console Widget Viewer'.
  30. Validate the 'Open' and 'Open Record' buttons are disabled.
Topics
• All Documents Widget • NX • Registry Settings
AV-83594 Summary | Details
My To Do's - Reassign
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Approver Override
  • Reassign To Do Item
  • Registry Settings (PM)
  • Review To Do Item
Scenario 1: Validate the 'Allow Users to Reassign To Do List Items' registry setting
Specific Setup:
  • The 'Allow Users to Reassign To Do List Items' registry setting must be disabled.
  • There must be two users:
  • A user must have the 'My To Do's' widget configured on a view with various To Do's awaiting approval (User A).
  • "User A" must be logged in.
  • A user must have the 'My To Do's' widget configured on a view (User B).
  • Various To Do's must include:
  • Approve Document (To Do A)
  • Review Results (To Do B)
  • Review To Do Item (To Do C)
Steps
  1. Navigate to the 'My To Do's' widget.
  2. Validate "To Do A", "To Do B", and "To Do C" display.
  3. Validate the 'Ellipsis' displays.
  4. Click this and validate 'Reassign To Do' is disabled.
  5. Select "Create Note to Self" from the menu.
  6. Validate a 'Note to Self' dialog and type any value in the 'Create a new note' field.
  7. Click [OK].
  8. Verify the icon is a check box.
  9. Mouse over the icon and validate the note displays.
  10. Access the 'Registry Settings' form.
  11. Enter "allow users to reassign to do" in the 'Limit Registry Settings to the Following Search Criteria' field.
  12. Click [View Registry Settings].
  13. Enter "Y" in the 'Registry Setting Value' field.
  14. Click [Submit].
  15. Validate a 'Registry Editor Filing' dialog and click [OK], and [No].
  16. Navigate to the 'My To Do's' widget.
  17. For "To Do A", click the 'Ellipsis' and select "Reassign To Do" from the menu.
  18. Validate a 'Continue?' dialog stating: "This to-do cannot be re-assigned with the "Reassign To-Do Item" form, continuing will open "Approver Override" and click [OK].
  19. Validate the 'Approver Override' form displays.
  20. Click [Update Approvers].
  21. In the 'Route Document To' dialog, deselect "User A" as an approver in the approver list.
  22. In the 'Add Approver' field search for "User B" and then click [Add] to add the user to approver list.
  23. Click [Submit].
  24. Close the form.
  25. Validate "To Do A" no longer displays.
  26. For "To Do B", click the 'Ellipsis' and select "Reassign To Do" from the menu.
  27. Validate the 'Reassign To Do Item' form launches.
  28. Enter "User B" in the 'Select User to Reassign To Do Item to' field.
  29. Click [Submit].
  30. Validate "To Do B" no longer displays.
  31. For "To Do C", click the 'Ellipsis' and select "Reassign To Do" from the menu.
  32. Validate the 'Reassign To Do Item' form launches.
  33. Enter "User B" in the 'Select User to Reassign To Do Item to' field.
  34. Click [Submit].
  35. Validate "To Do B" no longer displays.
  36. Log out and log in as "User B".
  37. Navigate to the 'My To Do's' widget.
  38. Validate "To Do A", "To Do B", and "To Do C" display.
  39. Click [Review] for "To Do A".
  40. Validate the to do displays as expected in the 'Document Preview'.
  41. Click [Accept] and [Sign].
  42. Enter the password and click [Verify].
  43. Validate "To Do A" no longer displays.
  44. Click [Review Results] for "To Do B".
  45. Validate the results display as expected in the 'Results to Review'.
  46. Click the 'Client Reviewed' checkbox.
  47. Click [Mark Reviewed].
  48. Enter any value in the 'Notes' field.
  49. Click [Save].
  50. Validate "To Do B" no longer displays.
  51. Click [Review To Do Item] for "To Do C".
  52. Validate the 'Review To Do Item' form opens and displays as expected.
  53. Click [Reviewed] and [Submit].
  54. Validate "To Do C" no longer displays.
  55. Close the To Do's.
Topics
• NX • ToDo's