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RADplus 2022 Update 16

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Product Requirements / Recommendations

RADplus required

Known Limitations

For Perceptive enabled systems:
* In IE only, after printing, a message is generated “The webpage you are viewing is trying to close the tab. Do you want to close this tab?" which requires a ‘Yes’ response.
* In all browsers:
- After printing a document, you are not automatically returned to the program you were printing from.
- Depending on browser and version, a blank page of output may be generated after printing a document.

Additional Requirements

To utilize full functionality of this update the jxbrowser 7.26 middleware update and a Perceptive upgrade to 7.7 is required.

Product Update Form Description

Document management is updated to support the 2022.01 Perceptive release.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Document Management - Perceptive 2022.01 Release
Document management is updated to support the 2022.01 Perceptive release.
Value Added: Document Management upgraded to Perceptive 7.7
Topics
• Clinical Document Viewer • NX • Perceptive
 
Acceptance Tests
AV-76048 Summary | Details
Document Management - Perceptive 2022.01 Release
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Batch Capture and Indexing
  • Chart Review
  • Clinical Document Viewer
  • Client Document Capture
  • Document Capture
  • Staff Document Capture
  • Entity-Based Document Capture
  • Delete Document
  • Document Capture NX
  • Document Management Definition
  • Family Registration
Scenario 1: Perceptive Batch Capture and Indexing - JxBrowser enabled
Specific Setup:
  • Perceptive storage method must be utilized.
Steps
  1. Open the "Batch Capture and Indexing" form.
  2. Click "Capture" to create a new batch.
  3. Choose "Scanner" for the "Source".
  4. Click "Open Batch".
  5. Scan a document
  6. If Batch Verify is utilized, then click "Send To".
  7. If Batch Verify is not utilized, then click "Submit".
  8. If Batch Verify is utilized, select Avatar Batch Validate in the left-hand pane.
  9. Select the batch that was sent to this queue.
  10. Open the batch and click "Submit".
  11. Close form.
  12. Open the "Batch Capture and Indexing" form.
  13. Click "Capture" to create a new batch.
  14. Choose "File" for the "Source".
  15. Click "Browse" and browse to the location of where the file is stored on the server.
  16. Click "Open".
  17. Click "Open Batch".
  18. If Batch Verify is utilized, then click "Send To".
  19. If Batch Verify is not utilized, then click "Submit".
  20. If Batch Verify is utilized, select Avatar Batch Validate in the left-hand pane.
  21. Select the batch that was sent to this queue.
  22. Open the batch and click "Submit".
  23. Close form.
  24. Open "Chart Review" form for the client and episode that the documents were just scanned and imported for.
  25. Navigate to the form/category that you want to validate.
  26. Select a document that was scanned in.
  27. Validate that the document displays.
  28. Click the "Print" button.
  29. Print the document.
  30. Validate that the printed document matches what displayed on the viewer.
  31. Select a document that was imported in.
  32. Validate that the document displays.
  33. Click the "Print" button.
  34. Print the document.
  35. Validate that the printed document matches what displayed on the viewer.
  36. Open "Clinical Document Viewer".
  37. Validate you can view and print both the scanned and imported document.
Scenario 2: Perceptive Individual Scanning/Importing/Viewing/Printing through Chart Review
Specific Setup:
  • Perceptive storage method must be utilized.
Steps
  1. Open the "Chart Review" form.
  2. Select the desired client and episode.
  3. Open the "Document Capture" form within Chart.
  4. Scan a document.
  5. Assign the document to a particular "Document Type".
  6. Save the document.
  7. Import a document.
  8. Assign the document to a particular "Document Type".
  9. Save the document.
  10. Navigate to the section designated by the "Document Type" the document was saved under.
  11. Navigate to the "Episode" tab.
  12. Open the document(s).
  13. Validate the document(s) can be viewed and display as scanned.
  14. Validate the document(s) can be printed and display as scanned.
  15. Close the document.
  16. Open the "Clinical Document Viewer".
  17. Select the desired client and episode.
  18. Locate the document(s) that were just scanned in or imported.
  19. Validate the document(s) can be viewed and display as scanned.
  20. Validate the document(s) can be printed and display as scanned.
  21. Close the form.
Scenario 3: Client Document Capture - Validation
Specific Setup:
  • Perceptive storage method must be utilized.
  • A client must be enrolled in an existing episode (Client A).
  • A document must exist for import.
Steps
  1. Access the 'Client Document Capture' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Select any episode for the 'Episode Number' field.
  4. Click [Launch POS Capture].
  5. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
  6. Click [Import].
  7. Validate the 'Document Capture' opens in a new window.
  8. Select any value in the 'Document Type' field.
  9. Enter any value in the 'Document Description' field.
  10. Click [Capture] and [Browse].
  11. Locate the file to be imported and click [Open] and [Done].
  12. Validate the image displays.
  13. Click [Save].
  14. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
  15. Close the form.
  16. Access the undocked 'Clinical Document Viewer' form.
  17. Validate the form opens in a new window.
  18. Select "Client" in the 'Select Type' field.
  19. Select "Individual" in the 'Select All or Individual Client' field.
  20. Enter "Client A" in the 'Select Client' field.
  21. Select the episode from the previous steps in the 'Episode' field.
  22. Click [Process].
  23. Locate and select the document that was saved in the previous steps.
  24. Validate the image displays.
  25. Click [Close All Documents], [Search] and [Close].
Scenario 4: Staff Document Capture - Validation
Specific Setup:
  • Perceptive storage method must be utilized.
  • There must be a practitioner defined (Practitioner A).
  • A document must exist for import.
Steps
  1. Access the 'Staff Document Capture' form.
  2. Enter "Practitioner A" in the 'Staff ID' field.
  3. Click [Launch POS Capture].
  4. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
  5. Click [Import].
  6. Validate the 'Document Capture' opens in a new window.
  7. Select any value in the 'Document Type' field.
  8. Enter any value in the 'Document Description' field.
  9. Click [Capture] and [Browse].
  10. Locate the file to be imported and click [Open] and [Done].
  11. Validate the image displays.
  12. Click [Save].
  13. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
  14. Access the 'Clinical Document Viewer' form.
  15. Select "Staff" in the 'Select Type' field.
  16. Select "Individual" in the 'Select All or Individual Staff' field.
  17. Select "Practitioner A" in the 'Select Staff' field.
  18. Click [Process].
  19. Locate and select the document that was saved in the previous steps.
  20. Validate the image displays.
  21. Click [Close All Documents], [Search] and [Close].
  22. Navigate back to the open 'Staff Document Capture' form.
  23. Click [Launch POS Capture].
  24. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
  25. Click [Import].
  26. Validate a second document capture window opens.
  27. Navigate back to the open 'Staff Document Capture' form.
  28. Click [Discard].
  29. Validate the document capture windows close and the form discards.
Scenario 5: Entity-Based Document Capture - Validation
Specific Setup:
  • Perceptive storage method must be utilized.
  • Select a client, staff, provider, family and performing provider for the tests.
Steps
  1. Open the "Entity-Based Document Capture" form.
  2. Select "Client" in the "Entity Type" dropdown.
  3. Select "Non-episodic" in the "Episode Number" dropdown.
  4. Click "Launch POS Capture" button.
  5. Import in a document saved as a file on the server.
  6. Validate the document renders on screen.
  7. Select a "Document Type".
  8. Optionally, set the "Document Description" to desired text.
  9. Click the "Save" button.
  10. Validate that messages display indicating the document was successfully saved.
  11. Click the "Close" button.
  12. Close the form.
  13. Open the "Clinical Document Viewer".
  14. Select the "Client" Entity.
  15. Select the client from the document capture above.
  16. Validate a row was added for the document that was just saved.
  17. View the document to validate it displays as it was captured.
  18. Print the document to ensure it prints as it was captured.
  19. Open the "Entity-Based Document Capture" form.
  20. Select "Staff" in the "Entity Type" dropdown.
  21. Click "Launch POS Capture" button.
  22. Import in a document saved as a file on the server.
  23. Validate the document renders on screen.
  24. Select a "Document Type".
  25. Optionally, set the "Document Description" to desired text.
  26. Click the "Save" button.
  27. Validate that messages display indicating the document was successfully saved.
  28. Click the "Close" button.
  29. Close the form.
  30. Open the "Clinical Document Viewer".
  31. Set "Select Type" to "Staff".
  32. Select the staff from the document capture above.
  33. Validate a row was added for the document that was just saved.
  34. View the document to validate it displays as it was captured.
  35. Print the document to ensure it prints as it was captured.
  36. Open the "Entity-Based Document Capture" form.
  37. Select "Performing Provider" in the "Entity Type" dropdown.
  38. Click "Launch POS Capture" button.
  39. Import in a document saved as a file on the server.
  40. Validate the document renders on screen.
  41. Select a "Document Type".
  42. Optionally, set the "Document Description" to desired text.
  43. Click the "Save" button.
  44. Validate that messages display indicating the document was successfully saved.
  45. Click the "Close" button.
  46. Close the form.
  47. Open the "Clinical Document Viewer".
  48. Set "Select Type to "Performing Provider".
  49. Select the client from the document capture above.
  50. Validate a row was added for the document that was just saved.
  51. View the document to validate it displays as it was captured.
  52. Print the document to ensure it prints as it was captured.
  53. Open the "Entity-Based Document Capture" form.
  54. Select "Provider" in the "Entity Type" dropdown.
  55. Click "Launch POS Capture" button.
  56. Import in a document saved as a file on the server.
  57. Validate the document renders on screen.
  58. Select a "Document Type".
  59. Optionally, set the "Document Description" to desired text.
  60. Click the "Save" button.
  61. Validate that messages display indicating the document was successfully saved.
  62. Click the "Close" button.
  63. Close the form.
  64. Open the "Clinical Document Viewer".
  65. Set "Select Type" to "Provider".
  66. Select the client from the document capture above.
  67. Validate a row was added for the document that was just saved.
  68. View the document to validate it displays as it was captured.
  69. Print the document to ensure it prints as it was captured.
  70. Open the "Entity-Based Document Capture" form.
  71. Select "Family" in the "Entity Type" dropdown.
  72. Click "Launch POS Capture" button.
  73. Import in a document saved as a file on the server.
  74. Validate the document renders on screen.
  75. Select a "Document Type".
  76. Optionally, set the "Document Description" to desired text.
  77. Click the "Save" button.
  78. Validate that messages display indicating the document was successfully saved.
  79. Click the "Close" button.
  80. Close the form.
  81. Open the "Clinical Document Viewer".
  82. Set "Select Type" to "Family".
  83. Select the client from the document capture above.
  84. Validate a row was added for the document that was just saved.
  85. View the document to validate it displays as it was captured.
  86. Print the document to ensure it prints as it was captured.
  87. Close all forms.
Scenario 6: Clinical Document Viewer - "Void & Copy" documents
Specific Setup:
  • Perceptive is enabled.
  • In "User Definition", validate user has permissions to void documents.
  • The entity being tested must have imported or scanned documents on file.
Steps
  1. Access the 'Clinical Document Viewer' form.
  2. Select the desired entity in the "Entity Type field".
  3. Select "Individual" in the 'Select All or Individual' entity field.
  4. Select the desired entity (Client ID, Staff ID, Family ID, etc).
  5. Click [Process].
  6. Select a document and view it.
  7. Click [Void] and then [Void & Copy]
  8. Select a target entity to copy the document to.
  9. If the entity is a client, select the desired episode in the 'Select Episode' field.
  10. Click [Void].
  11. Validate the document list now has a Status of "Void" for the original document.
  12. Select the "Search" section.
  13. Select the target entity.
  14. Click [Process].
  15. Validate the copied document is now in the document list for this entity.
  16. View the copied document and validate it displays as expected.
  17. Click [Close All Documents].
  18. Select the "Search" section.
  19. Click [Close].
Scenario 7: Clinical Document Viewer - "Void" documents
Specific Setup:
  • Perceptive is enabled.
  • User has permissions to void documents.
  • A client must have non-routed documents on file in the 'Clinical Document Viewer' (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer'.
Steps
  1. Access the 'Clinical Document Viewer' form.
  2. Select "Individual" in the 'Select All or Individual Client' field.
  3. Select "Client A" in the 'Select Client' field.
  4. Click [Process].
  5. Select any non-routed document and view it.
  6. Click [Void] and [Void] again.
  7. Select the desired value in the 'Void Reason' field.
  8. Enter the desired value in the 'Void Comments' field.
  9. Click [Void] and [Close All Documents].
  10. Select the "Search" section.
  11. Click [Close].
  12. Select "Client A" and navigate to the 'All Documents' view.
  13. Validate the documents is present in the 'All Documents' widget with a 'Document Status' of "Void".
  14. Select the document.
  15. Validate the document displays with "Voided" in the 'Console Widget Viewer'.
Scenario 8: Clinical Document Viewer - View and Print
Specific Setup:
  • Select a client who has documents that have been routed, scanned and imported.
Steps
  1. Open the "Clinical Document Viewer" form.
  2. Open a document that was imported from a .bmp file.
  3. Validate you can view and print this document.
  4. Open a document that was imported from a .gif file.
  5. Validate you can view and print this document.
  6. Open any document that was imported from a .jpg file.
  7. Validate you can view and print this document.
  8. Open any document that was imported from a .tif file.
  9. Validate you can view and print this document.
  10. Open any document that was imported from a .txt file.
  11. Validate you can view and print this document.
  12. Open any document that was imported from a .xls file.
  13. Validate you can view and print this document.
  14. Open any document that was imported from a .xml file.
  15. Validate you can view and print this document.
  16. Open any document that was imported from a .doc file.
  17. Validate you can view and print this document.
  18. Open any document that was imported from a .png file.
  19. Validate you can view and print this document.
  20. Open any document that was imported from a .docx file.
  21. Validate you can view and print this document.
  22. Open any document that was imported from a .xslx file.
  23. Validate you can view and print this document.
  24. Open any routed progress note or treatment plan type of document.
  25. Validate you can view and print this document.
  26. Open any documents that were imported from a .pdf file.
  27. Validate you can view and print this document.
  28. Select 4 random documents to view.
  29. Validate that all 4 documents open for display and that all of them display.
  30. Click "Close All Documents".
  31. Select the same 4 random documents to print.
  32. Click "Print All".
  33. Validate all 4 documents preview and print out as if it's one file.
Scenario 9: Clinical Document Viewer - Undocked
Specific Setup:
  • Select a test client who has multiple documents on file.
Steps
  1. Click the "Undocked" icon on the "Clinical Document Viewer" form.
  2. Open a random document.
  3. Validate you can view and print the document.
  4. Select 4 documents to view.
  5. Validate you can display all 4 documents.
  6. Select 4 documents to print.
  7. Validate all 4 documents print as one document.
Scenario 10: Chart Review - Document Capture - Scan Nonepisodic
Specific Setup:
  • Perceptive must be configured and enabled.
Steps
  1. Open the "Chart Review" form.
  2. Select the desired client.
  3. Navigate to the "Chart".
  4. Click "Document Capture".
  5. Scan a document and identify it was non-episodic.
  6. Note the document type.
  7. Save the document.
  8. Click the document type the document was just saved under.
  9. Locate the document that was just saved.
  10. Validate the document displays as it was scanned.
  11. Print the document and validate it prints as it was scanned.
  12. Close the forms.
Scenario 11: Chart Review - Document Capture - Import Non Episodic
Specific Setup:
  • Perceptive must be configured and enabled.
Steps
  1. Open the "Chart Review" form.
  2. Navigate to the "Chart".
  3. Click "Document Capture".
  4. Import a non-episodic document.
  5. Assign a "Document Type" to the document.
  6. Optionally, add a "Document Description".
  7. Save the document.
  8. Validate messages display that indicate the document was successfully saved.
  9. Select the document type from the list that the document was just saved under.
  10. Select the document that was just saved from the document list.
  11. Validate the document displays and prints as it was rendered upon import.
  12. Close all forms.
Scenario 12: Chart Review - Document Capture - Import Episodic
Specific Setup:
  • Perceptive must be configured and enabled.
Steps
  1. Open the "Chart Review" form.
  2. Select the desired client.
  3. Navigate to the "Chart".
  4. Click "Document Capture".
  5. Import a document and select an episode.
  6. Note the document type.
  7. Save the document.
  8. Click the document type the document was just saved under.
  9. Locate the document that was just saved.
  10. Validate the document displays as it was imported.
  11. Print the document and validate it prints as it was imported.
  12. Close the forms.
Scenario 13: Chart Review - Document Capture - Scan Episodic
Specific Setup:
  • Perceptive must be configured and enabled.
Steps
  1. Open the "Chart Review" form.
  2. Select the desired client.
  3. Navigate to the "Chart".
  4. Click "Document Capture".
  5. Scan a document and identify an episode.
  6. Note the document type.
  7. Save the document.
  8. Click the document type the document was just saved under.
  9. Locate the document that was just saved.
  10. Validate the document displays as it was scanned.
  11. Print the document and validate it prints as it was scanned.
  12. Close the forms.
Scenario 14: Client Document Capture - Scan Episodic
Specific Setup:
  • Perceptive must be configured and enabled.
Steps
  1. Open the "Chart Review" form.
  2. Select the desired client.
  3. Navigate to the "Chart".
  4. Click "Document Capture".
  5. Scan a document and identify an episode.
  6. Note the document type.
  7. Save the document.
  8. Click the document type the document was just saved under.
  9. Locate the document that was just saved.
  10. Validate the document displays as it was scanned.
  11. Print the document and validate it prints as it was scanned.
  12. Close the forms.
Scenario 15: Family Entity - Validation
Specific Setup:
  • Perceptive must be installed and configured.
  • Family entity must be configured on the perceptive server.
  • Using the "Document Management Defaults" form:
  • Select "Family" in the "Select Entity Types Allowed" checklist.
  • Using the "Document Management Definition" form
  • Add new document type(s) for the Family entity documents.
  • Using "Family Registration", create a family and add family members.
Steps
  1. Open the "Entity-Based Document Capture" form.
  2. Select "Family" in the "Entity Type" field.
  3. Select the Family created in setup.
  4. Scan a document.
  5. Save the document and validate messages are received saying it was saved successfully and added to Avatar.
  6. Open the "Clinical Document Viewer".
  7. Retrieve the family document that was scanned in.
  8. Validate the document displays as it was captured.
  9. Print the document and validate it prints as it displays.
  10. Open the "Entity-Based Document Capture" form.
  11. Select "Family" in the "Entity Type" field.
  12. Select the Family created in setup.
  13. Import a document.
  14. Save the document and validate messages are received saying it was saved successfully and added to Avatar.
  15. Open the "Clinical Document Viewer".
  16. Retrieve the family document that was imported in.
  17. Validate the document displays as it was captured.
  18. Print the document and validate it prints as it displays.
Topics
• Clinical Document Viewer • NX • Perceptive