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RADplus 2022 Update 19

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

An issue is resolved where Team, Individually Selected and Consult Order (Individual) caseload assignments may not be generated as expected in certain System Codes.

Included Updates

1, 2022.00.00

Required Updates

RADplus 2021 Update 116
Details
NEW0 CHANGED0 FIXED1
Fixed (1)
'Team Assignment' form, 'My Clients' Widget', and 'Order Entry Console- Consult Teams
An issue is resolved where Team, Individually Selected, and Consult Order (Individual) caseload assignments may not be generated as expected in certain System Codes.
Topics
• Team Definition
 
Acceptance Tests
AV-77856 Summary | Details
'Team Assignment' form, 'My Clients' Widget', and 'Order Entry Console- Consult Teams
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Team Definition
  • Admission
  • Dictionary Update (CWS)
  • Order Code Setup
  • Order Entry User Definition
  • Order Entry User Role
  • Orders This Episode
Scenario 1: 'Team Definition' form - adding a Physician Team
Specific Setup:
  • A User Role must exist in the system. (User Role A)
  • A User must exist in the system. (User A)
Steps
  1. Access the ‘Team Definition’ form.
  2. Set the ‘Team ID’ field to "TeamIDA".
  3. Set the ‘Team Description’ field to "Team A".
  4. Select “Yes” in the ‘Active’ field.
  5. Select “Yes” in the ‘Physician Team’ field.
  6. Select “Yes” in the ‘Team Accepts Consult Orders’ field.
  7. Click [Select Roles].
  8. Select “User Role A” and click [OK].
  9. Validate the ‘Team Information’ field contains “User Role A”.
  10. Click [File].
  11. Validate a message displays stating “Filed” and click [OK].
  12. Set the ‘Team ID’ field to any value.
  13. Set the ‘Team Description’ field to "Team B".
  14. Select “Yes” in the ‘Active’ field.
  15. Select “Yes” in the ‘Physician Team’ field.
  16. Select “Yes” in the ‘Team Accepts Consult Orders’ field.
  17. Click [Select Roles].
  18. Select “User Role A” and click [OK].
  19. Validate a message is displayed stating “The following Roles are assigned to other Physician Teams. Role: User Role A Team(s): TeamIDA Do you wish to continue?” and click [Cancel].
  20. Validate a message is displayed stating “Cancelled” and click [OK].
  21. Set the ‘Team ID’ field to any value.
  22. Set the ‘Team Description’ field to "Team C".
  23. Select “Yes” in the ‘Active’ field.
  24. Select “Yes” in the ‘Physician Team’ field.
  25. Select “Yes” in the ‘Team Accepts Consult Orders’ field.
  26. Click [Select Users].
  27. Select “User A” and click [OK].
  28. Validate the ‘Team Information’ field contains “User A”.
  29. Click [File].
  30. Validate a message displays stating “Filed.” and click [OK].
  31. Set the ‘Team ID’ field to any value.
  32. Set the ‘Team Description’ field to "Team D".
  33. Select “Yes” in the ‘Active’ field.
  34. Select “Yes” in the ‘Physician Team’ field.
  35. Select “Yes” in the ‘Team Accepts Consult Orders’ field.
  36. Click [Select Users].
  37. Select “User A” and click [OK].
  38. Validate a message is displayed stating “The following Users are assigned to other Physician Teams. Users: User A Team(s): Team C Do you wish to continue?” and click [Cancel].
  39. Validate a message is displayed stating “Cancelled” and click [OK].
  40. Close the form.
Scenario 2: 'Admission' form - admission of a new client with a 'Team Assignment' filed
Specific Setup:
  • The 'RADplus->System Security->Team Definition->->->Update Physician Team Caseload based on Admitting or Attending Practitioner' registry setting must be set to "Y".
  • Please log out of the application and log back in after completing the above configuration.
  • Avatar PM 2021 Update 118 and RADplus 2021 Update 116 must be installed to utilize full functionality.
  • A Physician team must exist via the 'Team Definition' form with two Practitioners (Practitioner A and Practitioner B)
  • The user must have access to the 'SYSTEM.RADplus_caseload' table.
  • The user must have access to Crystal Reports or SQL tool.
Steps
  1. Access the 'Admission' form.
  2. Admit a new client (Client A) ensuring that "Practitioner A" is selected in the 'Admitting Practitioner' field.
  3. Create a report using the ‘SYSTEM.RADplus_caseload’ table with the following fields included: 'PATID', 'USERID', 'caseload_type_csm_code', and 'caseload_type_csm_value' .
  4. Filter the report by selecting "Client A's PATID" in the 'PATID' field.
  5. Validate there are two rows displayed for the team assignment for the new client created.
  6. Validate the ‘USERID’ field contains the USERID for the user logged into the application.
  7. Validate the 'caseload_type_CSM_code' field contains a row with "ADMITTING" and two rows with "TEAM".
  8. Validate the 'caseload_type_CSM_value' field contains a row with "Admitting Practitioner Caseload" and two rows with "Team Caseload Assignment".
  9. Close the report.
  10. Access the 'Admission' form.
  11. Admit a new client (Client B) ensuring that "Practitioner B" is selected in the 'Admitting Practitioner' field.
  12. Create a report using the ‘SYSTEM.RADplus_caseload’ table with the following fields included: 'PATID', 'USERID', 'caseload_type_csm_code', and 'caseload_type_csm_value' .
  13. Filter the report by selecting "Client A's PATID" in the 'PATID' field.
  14. Validate there are two rows displayed for the team assignment for the new client created.
  15. Validate the ‘USERID’ field contains the USERID for the user logged into the application.
  16. Validate the 'caseload_type_CSM_code' field contains a row with "ATTENDING" and two rows with "TEAM".
  17. Validate the 'caseload_type_CSM_value' field contains a row with "Attending Practitioner Caseload" and two rows with "Team Caseload Assignment".
  18. Close the report.
Scenario 3: OE NX - Orders This Episode - Create a new 'Consult' order, copy order, modify order and DC order.
Specific Setup:
  • Avatar OE 2021 Update 61, RADplus 2022 Update 19, RADplus 2021 Update 116 and myAvatar NX Release 2021.11.00 are required in order to utilize full functionality.
  • An 'Order Type' of "Consult Order" must exist in the Order Entry Tabled Files '(500) Order Types' dictionary with the following extended attributes set:
  • '(501) Order Type Category' extended attribute = "Consult"
  • '(506) Default Orders To Open-Ended When No Default Duration' = "No"
  • '(561) Display/Require Consult Clinician Name/Team prompts' = "Show both, require neither"
  • '(565) Default Consult 'Clinician Team' prompt based on 'Clinician Name' = "Yes"
  • Please log out of the application and log back in after completing the above configuration.
  • A user role must exist that has the ability to perform actions for "Consult Orders". This is done in the 'Order Entry User Role' form. (OE User Role A)
  • A user must exist who is associated with "OE User Role A". (User A)
  • A team must be defined in 'Team Definition' with the following configuration (Team A):
  • 'Physician Team' set to "Yes"
  • 'Team Accepts Consult Orders' is set to "Yes"
  • "User A" must be selected after clicking [Select Users]
  • 'Disable Adding Client to Caseload' is set to "No"
  • 'Use Team Finalizer as Default Supervisor for Document Routing' is set to "No"
  • A consult-type order code must exist that has "Team A" selected in the 'Limit Consult 'Clinician Team' prompt to the following Team' field and the 'Limit Consult 'Clinician Name' Prompt to Staff members having the following Category' field must have multiple values selected and must have the value associated with the Staff Member associated with "User A" selected. (Consult Order Code A)
  • A client must have an active episode. (Client A)
  • “Client A” must have a ‘Date of Birth’, ‘Sex’ and address on file in the ‘Update Client Data’ form, as well as information filed in the ‘Allergies and Hypersensitivities’ form, ‘Diagnosis’ form, and in the ‘Height’ and ‘Weight’ fields in the ‘Vitals Entry’ form.
  • "User A" is logged in to the application.
Steps
  1. Select “Client A” and access the Order Entry Console.
  2. Search for and select “Consult Order Code A” in the ‘New Order Field’.
  3. Select “Team A” in the ‘Clinician Team’ field.
  4. Search for and select “User A” in the ‘Clinician Name’ field.
  5. Set the ‘Frequency’ field to “AS NEEDED”.
  6. Set the ‘Duration’ field to “48” and click [Hours].
  7. Click [Add to Scratchpad] and [Sign].
  8. Validate the ‘Order grid’ contains an order for “Consult Kidneys ClinicianTeam: Team A Clinician Name: User A AS NEEDED”.
  9. Select the order and click [Copy].
  10. Validate the ‘Clinician Team’ field contains “Team A”.
  11. Validate the ‘Clinician Name’ field contains “User A”.
  12. Validate the ‘Frequency’ field contains “AS NEEDED”.
  13. Validate the ‘Duration’ field contains “48” and [Hours] is selected.
  14. Click [Add to Scratchpad] and [Sign].
  15. Validate the ‘Interactions’ dialog displays.
  16. Override all interactions and click [Save Override and Exit].
  17. Validate the ‘Order grid’ contains two orders for “Consult Kidneys ClinicianTeam: Team A Clinician Name: User A AS NEEDED”.
  18. Select the 2nd order and click [Modify].
  19. Set the ‘Frequency’ field to “3 TIMES A DAY”.
  20. Click [Add to Scratchpad] and [Sign].
  21. Validate the ‘Interactions’ dialog displays.
  22. Override all interactions and click [Save Override and Exit].
  23. Validate the ‘Order grid’ contains an order for "Consult Kidneys ClinicianTeam: Team A Clinician Name: User A 3 TIMES A DAY” and an order for “Consult Kidneys ClinicianTeam: Team A Clinician Name: User A AS NEEDED”.
Scenario 4: 'My Clients' widget - Add to My Caseload, Remove From My Caseload
Specific Setup:
  • Avatar PM 2021 Update 118, RADplus 2021 Update 116, and myAvatar Client Update 2513-003 or 3201-001 must be installed in order to utilize full functionality.
  • The 'RADplus->Database Management->Client Lookup->->->Enable enhanced caseload management from the 'Clients and Data' widget' registry setting must be set to the User Role associated to the user logged into the application.
  • Please log out of the application and log back in after completing the above configuration.
  • "User A" must have access to all tables.
  • "User A" must be logged into the application.
Steps
  1. Access the ‘Admission’ form.
  2. Fill out all required fields and click [Submit]. This will be "Client A"
  3. Validate that "Client A" displays in the ‘Recent Clients’ list.
  4. Right click "Client A" and select [Add to My Caseload].
  5. Validate the ‘My Clients’ widget contains “Client A”.
  6. Right click "Client A" under 'My Clients' and select [Remove From My Caseload].
  7. Validate that “Client A” no longer displays in the ‘My Clients’ widget.
  8. Create a report using the 'SYSTEM.radplus_caseload' table using the following fields: 'PATID', 'USERID' and 'caseload_type_CSM_value, hidden'.
  9. Filter the report by selecting "Client A's PATID" in the 'PATID' field.
  10. Validate the report contains no rows of data for "Client A".
  11. Access the ‘Team Definition’ form.
  12. Click [Select Team].
  13. Select “PT1 (Physician Team Test)” in the ‘Select one of the following’ field and click [OK].
  14. Select the ‘Individual Client Assignment’ section.
  15. Search for and select “Client A” in the ‘Client ID’ field.
  16. Select the ‘Team Definition’ section and click [File].
  17. Validate a "Filed" message is displayed and click [OK].
  18. Close the form.
  19. Validate that “Client A” does not display in the ‘My Clients’ widget.
  20. Refresh the report using the 'SYSTEM.radplus_caseload' table
  21. Validate a row is displayed for "Client A".
  22. Validate the 'caseload_type_CSM_value' field contains "Team Caseload Assignment".
  23. Validate the 'hidden' field contains "X"
  24. Right click "Client A" in 'Recent Clients' and select [Add to My Caseload].
  25. Validate the ‘My Clients’ widget contains “Client A”.
  26. Refresh the report using the 'SYSTEM.radplus_caseload' table
  27. Validate the report contains two rows of data for "Client A".
  28. Validate the 'caseload_type_CSM_value' field contains "Individually Selected" for the new row added.
  29. Validate the 'hidden' field contains no value for both rows.
  30. Right click "Client A" and select [Remove From Physician Team].
  31. Validate the ‘My Clients’ widget contains “Client A”.
  32. Refresh the report using the 'SYSTEM.radplus_caseload' table
  33. Validate there is only one row of data for "Client A" that has "Individually Selected" in the 'caseload_type_CSM_value' field.
  34. Right click "Client A" under 'My Clients' and select [Remove From My Caseload].
  35. Validate that “Client A” no longer displays in the ‘My Clients’ widget.
  36. Refresh the report using the 'SYSTEM.radplus_caseload' table.
  37. Validate the report contains no rows of data for "Client A"
  38. Close the report.
Topics
• Team Definition

 

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