RADplus 2022 Update 20

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

Avatar RADplus modeled forms are enhanced to support optionally making inputting a future date on modeled form date fields an error, and 'Site Specific Section Modeling' is enhanced to allow controlling the behavior of date fields when a future date is entered, optionally accepting the date, displaying a warning, or displaying an error. This new 'Site Specific Section Modeling' enhancement is only available for those date fields that have been enhanced in separate updates in other products.

Included Updates

None

Required Updates

None

Details

NEW2 CHANGED0 FIXED0

New (2)

AV-72584 Details \| User Acceptance Tests RADplus modeling - Future Dates A feature is added to allow, warn or error on date fields in RADplus modeled forms. Value Added: This feature can add more clarity to users for date fields to not allow future dates where appropriate.	Topics • Envelope Definition

AV-72585 Details \| User Acceptance Tests Site Specific Section Modeling - Future Dates A feature is added to allow, warn or error on date fields in Disclosure Management form and Progress Notes by altering a field's settings from Site Specific Section Modeling. Value Added: This feature can add more clarity to users for date fields to not allow future dates where appropriate.	Topics • Disclosure • Progress Notes

Acceptance Tests

AV-72584 Summary | Details

RADplus modeling - Future Dates

Scenario 1: Future Dates - Table Definition

Specific Setup:

An envelope must be created or imported with the 3 fields:

A date field "TestingTheAllow" set to allow future dates ("No").
A date field "TestingTheError" set to an error dialog when future dates are selected ("Error").
A date field "TestingTheWarning" set to a warning("Warning").

A client must be enrolled in an existing episode (Client A).

Steps

Select "Client A" and access the newly created form.
Set the 'TestingTheAllow' field to a future date.
Validate the 'TestingTheAllow' field is set to a future date.
Set the 'TestingTheWarning' field to a future date.
Validate the 'Warning' Dialog is displayed and click [Cancel].
Set the 'TestingTheWarning' field to the current date.
Validate the 'TestingTheWarning' field is set to the current date.
Set the 'TestingTheError' field to a future date.
Validate the 'Error' Dialog is displayed and click [OK].
Set the 'TestingTheError' field to the current date.
Validate the 'TestingTheError' field is set to the current date.

Topics

• Envelope Definition

AV-72585 Summary | Details

Site Specific Section Modeling - Future Dates

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

Disclosure Management

Scenario 1: New Service note in 'Progress Notes (Group and Individual)'

Specific Setup:

Using 'Site Specific Section Modeling', 3 fields must be created:

A date field "TestingTheAllow" set to allow future dates ("No").
A date field "TestingTheError" set to an error dialog when future dates are selected ("Error").
A date field "TestingTheWarning" set to a warning ("Warning").

A client must be enrolled in an existing episode (Client A).

Steps

Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
Select desired episodes from the 'Request Episode(s)' field.
Select 'New Service'.
Select "Psychologist" from the 'Note Type' field.
Set 'Notes Field' field to "test".
Search for and select a valid practitioner in the 'Practitioner' field.
Set the 'Date Of Service' field to a future date.
Validate the 'Warning' Dialog is displayed and click [Cancel].
Set the 'Date Of Service' field to a date in the past.
Validate the 'Date Of Service' field is set to a date in the past.
Search for and select any desired code in the 'Service Charge Code'.
Select "Draft" from the 'Draft/Final' field.
Set the 'Date' field to the current date.
Set the 'TestingTheWarning' field to a future date.
Validate the 'Warning' Dialog is displayed and click [Cancel].
Set the 'TestingTheWarning' field to a future date.
Validate the 'Warning' Dialog is displayed and click [OK].
Validate the 'TestingTheWarning' field contains a future date.
Set the 'TestingTheWarning' field to the current date.
Validate the 'TestingTheWarning' field is set to the current date.
Set the 'TestingTheError' field to a date future date.
Validate the 'Error' Dialog is displayed and click [OK].
Set the 'TestingTheError' field to the current date.
Validate the 'TestingTheError' field is set to the current date.
Set the 'TestingTheAllow' field to a future date.
Validate the 'TestingTheAllow' field is set to a future date.
Click [File Note].
Access the clients chart and confirm a new progress form was filed.

Scenario 2: Disclosure Management - Future Dates

Specific Setup:

Using 'Site Specific Section Modeling' the following fields must be set accordingly:

"Request Date" set to a 'warning' ("Warning").
"'Request For Information Start Date" set to an error dialog when future dates are selected ("Error").
"'Request For Information End Date" set to an error dialog when future dates are selected ("Error").
"Authorization Start Date" set to a warning ("Warning").
"Authorization End Date" set to a warning ("Warning").
"Disclosure Date" set to a warning ("Warning").

A client must be enrolled in an existing episode (Client A).

Steps

Select "Client A" and access the 'Disclosure Management' form.
Set the 'Request Date' field to a future date.
Validate the 'Warning' Dialog is displayed and click [Cancel].
Set the 'Request Date' field to the current date.
Validate the 'Request Date' field is set to the current date.
Set the 'Request For Information Start Date' field to a future date.
Validate the 'Error' Dialog is displayed and click [OK].
Set the 'Request For Information Start Date' field to a date in the past.
Validate the 'Request For Information Start Date' field is set a date in the past.
Set the 'Request For Information End Date' field to a future date.
Validate the 'Error' Dialog is displayed and click [OK].
Set the 'Request For Information End Date' field to the current date.
Validate the 'Request For Information End Date' field is set to the current date.
Select desired episodes from the 'Request Episode(s)' field.
Select desired items from the 'Requested Chart Items' field.
File and save an Organization.
Select 'Authorization'.
Set the 'Authorization Start Date' field to a future date.
Validate the 'Warning' Dialog is displayed and click [Cancel].
Set the 'Authorization Start Date' field to a date in the past.
Validate the 'Authorization Start Date' field is set a date in the past.
Set the 'Authorization End Date' field to a future date.
Validate the 'Warning' Dialog is displayed and click [Cancel].
Set the 'Authorization End Date' field to the current date.
Validate the 'Authorization End Date' field is set to the current date.
Select desired episodes from the 'Authorization Episode(s)' field.
Select "Yes" and click [Update Chart Items Authorized for Disclosure].
Click [Save].
Select 'Disclosure'.
Set the 'Disclosure Date' field to a future date.
Validate the 'Warning' Dialog is displayed and click [Cancel].
Set the 'Disclosure Date' field to the current date.
Set the 'Disclosure Time' to the current time.
Select desired charts from the 'Chart Disclosure Information'.
Select 'Electronic' and click [Process].
Select "Client A" and access the 'Disclosure Management' form.
Validate a new disclosure was filed.

Topics

• Disclosure • Progress Notes