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RADplus 2022 Update 126

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

Avatar RADplus is enhanced to support first names and middle names that contain spaces.

Included Updates

None

Required Updates

None

Details
NEW2 CHANGED0 FIXED0
New (2)
Client Middle Name is expanded to 25 characters including spaces.
The client middle name field has been expanded to 25 characters. This will be reflected in the 'patient_name' field in demographic tables. In addition, the name can contain spaces. Note that spaces count as a character.
Value Added: Allow additional characters as well as spaces in the client middle name.
Topics
• NX • Registry Settings • Update Client Data
 
Client name fields are enhanced to allow spaces in the names.
The client first, last, and middle names are modified to allow spaces in the names. Note that the spaces count as a character.
Value Added: Ability to include spaces in the client first name, last name, and middle name.
Topics
• Admission (Outpatient) • Group Appointment • Group Member Assignment • NX • Registry Settings • Scheduling Calendar • Update Client Data
 
Acceptance Tests
AV-81572 Summary | Details
Client Middle Name is expanded to 25 characters including spaces.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chart View (Client Header)
  • Update Client Data
Scenario 1: Update Client Data - Validate client name allows spaces and client middle name displays up to 25 characters.
Specific Setup:
  • Avatar RADplus 2022 Update 126 is required for full functionality.
  • Registry Setting 'Avatar PM->Client Information->Client Demographics->->->Allow Spaces in Client Name' is set to 'Y' to allow spaces. Note: Once enabled, the user will only be able to edit an existing client 'Client Name' field within 'Update Client Data' form.
  • Registry Setting 'Client Demographics - Additional Fields' must be set to include '3: 'Detailed Client Name' to enable this functionality. This setting will add the 'Detail Client Name' fields to the 'Demographics' section of Admission forms.
Steps
  1. Open 'Update Client Data' form for an existing client.
  2. Set the 'Client Last Name' field to a last name which includes spaces in the name i.e.: 'FRANKLIN MILLER MOTT'
  3. Set the 'Client First Name' field to a first name which includes spaces in the name i.e: 'BENJAMIN WALLY'
  4. Set the 'Client Middle Name' field to a middle name which includes spaces and is maximum of 25 characters i.e: 'BILL ED MIDDLE NAME LONG'
  5. Click [Submit].
  6. Right click on the client name in the 'Recent Clients' list.
  7. Select 'Display Chart'.
  8. Verify the name displays in the client banner, including all spaces and a maximum of 25 characters for the middle name.
  9. Close the client chart.
Topics
• NX • Registry Settings • Update Client Data
AV-82238 Summary | Details
Client name fields are enhanced to allow spaces in the names.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar - Appointment Grid
  • Group Registration
  • Admission (Outpatient)
  • Chart View (Client Header)
  • Update Client Data
Scenario 1: Appointment Scheduling: Scheduling Calendar - support expanded client name field up to 100 characters and the name contains spaces.
Specific Setup:
  • A client (Client A) is admitted with a name where the first name, middle name, and last name combined is up to 100 characters.
  • Access to Crystal Reports or other SQL reporting tool.
  • Avatar PM 2022 Update 118 is required for full functionality.
  • RADplus 2022 Update 126 is required for full functionality.
Steps
  1. Open the 'Scheduling Calendar'.
  2. Click on any time slot.
  3. Right mouse and select 'Add Appointment'.
  4. Populate all required fields.
  5. Select 'Client A' in the 'Client' field.
  6. Validate that the client name displays all characters, up to 100.
  7. Submit the appointment.
  8. Validate that the client name displays the entire name in the time slot. Note: if the client name is not displayed, check the 'Show Name' box on the bottom left of the screen.
  9. Click 'Show MR#' box on the bottom left of the screen.
  10. Validate that the Client name as well as the MR# are displayed in the time slot.
  11. Right click on the appointment and select 'Check In'.
  12. Verify the entire client name displays in the 'Client' field. The user may need to scroll to the right to see the entire name.
  13. Click [View Client Data].
  14. Verify the 'Client Name' displays the entire client name.
  15. Click [Submit].
  16. Select one or more items from the 'Services to Check In' combo box.
  17. Click [Submit].
  18. Right click on the appointment and select 'Check Out'.
  19. Validate that the client name displays the entire name in the time slot. Note: if the client name is not displayed, check the 'Show Name' box on the bottom left of the screen.
  20. Complete additional fields as needed.
  21. Click [Submit].
  22. Open Crystal reports or other SQL Reporting tool.
  23. Create a report against SYSTEM.check_in_clients.
  24. Include, at a minimum, the following fields
  25. PATID
  26. patient_name
  27. data_entry_date
  28. Run the report for Client A.
  29. Verify the 'patient_name' field contains the entire client name, up to 100 characters. This field may need to be set to 'Can Grow' if using Crystal reports.
  30. Close the report.
  31. Open Crystal reports or other SQL Reporting tool.
  32. Create a report against SYSTEM.check_out_client_history.
  33. Include, at a minimum, the following fields
  34. PATID
  35. patient_name
  36. data_entry_date
  37. Run the report for Client A.
  38. Verify the 'patient_name' field contains the entire client name, up to 100 characters. This field may need to be set to 'Can Grow' if using Crystal reports.
  39. Close the report.
Scenario 2: 'Group Registration' - support client names with up to 100 characters.
Specific Setup:
  • Avatar PM 2022 Update 118 and RADplus 2022 Update 126 are required for full functionality.
  • Registry Setting 'Allow Spaces in Client Name' is set to 'Y'.
  • Registry Setting 'Client Demographics - Additional Fields' include a value of '3' to add the client name detail fields.
  • A client (Client A) has been admitted where the client name is greater than 40 characters, up to 100 characters.
Steps
  1. Open 'Group Registration' form.
  2. Select any group in the 'Select Group' field.
  3. Click the group to be selected.
  4. Click [Select].
  5. Click [Group Member Assignment].
  6. Click [Add New Item].
  7. Set the 'Client' field to Client A.
  8. Verify the 'Client' field is populated with the entire client name. The user may need to scroll to the right to view the entire name.
  9. Select any episode in the 'Episode Number' field.
  10. Set the 'Group Assignment Start Date' to any date.
  11. Click [Submit].
  12. Using Crystal Reports or any reporting tool, create a report against SYSTEM.appt_group_member_data table.
  13. Include, at a minimum, the following fields:
  14. PATID
  15. patient_name
  16. group_name.
  17. Run the report for Client A.
  18. Verify the 'patient_name' field is populated with the full client name, up to 100 characters. The user may need to set the field to 'Can Grow' if using Crystal Reports.
  19. Close the report.
  20. Open 'Scheduling Calendar'.
  21. Add a group appointment for a group where Client A is a member.
  22. Click 'Group Members' section.
  23. Verify that Client A displays the full client name. This name may wrap to a second line in order to display all characters.
  24. Click [Submit].
Scenario 3: Admission - validate Registry setting 'Allow spaces in Client Name'.
Specific Setup:
  • Registry Setting 'Avatar PM->Client Information->Client Demographics->->->Allow Spaces in Client Name' is set to 'Y' to allow spaces. Note: Once enabled, the user will only be able to edit an existing client 'Client Name' field within 'Update Client Data' form.
  • Registry Setting 'Client Demographics - Additional Fields' must be set to include '3: 'Detailed Client Name' to enable this functionality. This setting will add the 'Detail Client Name' fields to the 'Demographics' section of Admission forms.
Steps
  1. Open 'Admission (Outpatient)' form.
  2. Set the 'Last Name' on the 'Select Client' popup window to any name value.
  3. Set the 'First Name' on the 'Select Client' popup window to any name value.
  4. Select the gender in the 'Sex' drop down list.
  5. Click [Search].
  6. Click [OK] on the 'Search Results' popup window: 'No matches found'.
  7. Click [New Client].
  8. Click [Yes] on the 'Auto Assign Next ID Number' popup window.
  9. Click on the 'Demographics' section.
  10. Set the 'Client Last Name' to any name including one or more spaces. i.e.: 'Last Name'.
  11. Set the 'Client First Name' to any name including one or more spaces. i.e.: 'First Name'
  12. Set the 'Client Middle Name' to any name including one or more spaces. i.e.: 'Middle Name'.
  13. Complete any required fields.
  14. Click the 'Admission' section.
  15. Verify the 'Client Name' field contains the full name, including spaces.
  16. Click [Submit].
  17. Right click on the client name in the 'Recent Clients' section.
  18. Click 'Display Chart'.
  19. Verify the client name displays all characters entered in the 'Admission' form. Note that the user may need to place the cursor over the client name and review the 'hover help' as it will display the client name.
Scenario 4: Update Client Data - Validate client name allows spaces and client middle name displays up to 25 characters.
Specific Setup:
  • Avatar RADplus 2022 Update 126 is required for full functionality.
  • Registry Setting 'Avatar PM->Client Information->Client Demographics->->->Allow Spaces in Client Name' is set to 'Y' to allow spaces. Note: Once enabled, the user will only be able to edit an existing client 'Client Name' field within 'Update Client Data' form.
  • Registry Setting 'Client Demographics - Additional Fields' must be set to include '3: 'Detailed Client Name' to enable this functionality. This setting will add the 'Detail Client Name' fields to the 'Demographics' section of Admission forms.
Steps
  1. Open 'Update Client Data' form for an existing client.
  2. Set the 'Client Last Name' field to a last name which includes spaces in the name i.e.: 'FRANKLIN MILLER MOTT'
  3. Set the 'Client First Name' field to a first name which includes spaces in the name i.e: 'BENJAMIN WALLY'
  4. Set the 'Client Middle Name' field to a middle name which includes spaces and is maximum of 25 characters i.e: 'BILL ED MIDDLE NAME LONG'
  5. Click [Submit].
  6. Right click on the client name in the 'Recent Clients' list.
  7. Select 'Display Chart'.
  8. Verify the name displays in the client banner, including all spaces and a maximum of 25 characters for the middle name.
  9. Close the client chart.
Topics
• Admission (Outpatient) • Group Appointment • Group Member Assignment • NX • Registry Settings • Scheduling Calendar • Update Client Data
Table Changes
Table Column Change
SYSTEM.RadPlusAuditFailedClientAccess data_entry_offset added
SYSTEM.RadPlusAuditFailedClientAccess data_entry_time_j added
SYSTEM.RadPlusAuditFailedClientAccess data_entry_timezone_info_all added
SYSTEM.RadPlusAuditFailedClientAccess data_entry_timezone_short added
SYSTEM.RadPlusAuditFailedClientAccess data_entry_utc added