RADplus 2022 Update 29

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Product Requirements / Recommendations

RADplus required

Recommended Update Level

RADplus 2021 Update 71

Product Update Form Description

An issue is resolved where approving a treatment plan via document routing could result in an error of '[UNDEFINED]zSetToDoResponse+53^SYSTEM.RadPlusWorkFlowToDo.1 *sentuser'.

Included Updates

None

Required Updates

None

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-78735 Details \| User Acceptance Tests 'Treatment Plan' - approve documents Ensure the ability to approve 'Treatment Plan' documents.	Topics • Document Routing • Treatment Plan

Acceptance Tests

AV-78735 Summary | Details

'Treatment Plan' - approve documents

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

Clinical Document Viewer
Treatment Plan
Approve To Do Item
Review To Do Item

Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing

Specific Setup:

Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A).
The 'Treatment Plan' form must have document routing enabled.
Must have the 'My To Do's' widget configured on a view.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Add].
Enter "T" in the 'Plan Date' field.
Validate the current date is displayed in the 'Plan Date' field.
Click [Plan Date T].
Validate the current date is displayed in the 'Plan Date' field.
Select any value in the 'Plan Type' field.
Select any value from 'Problem List'.
Click [New Row].
Select any value from the 'Role' field in the 'Participation' section.
Select 'Staff ID' and enter "Staff Member A".
Validate that the selected staff member's name displays in the 'Participant Name' field.
Select any value from the 'Plan Author' field.
Select any value from the 'Notification' field,
Add multiple staff members as needed.
Enter any value in the 'Strengths' field.
Enter any value in the 'Weakness' field.
Enter any value in the 'Discharge Planning' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Select the problem from the 'Tree View'.
Select any value from the Status field.
Click [Add New Goal].
Enter any value (a large amount of data) in the 'Goal' field.
Validate that the data wraps correctly and displays as expected.
Select any value from the Status field.
Click [Add New Objective].
Enter any value (a large amount of data) in the 'Objective' field.
Validate that the data wraps correctly and displays as expected.
Select any value from the Status field.
Click [Add New Intervention].
Enter any value in the 'Intervention' field.
Select any value in the 'Status' field.
Click [Return to Plan].
Select "Final" in the 'Draft/Final' field.
Click [Submit] and [Sign and Route].
Enter the password and press the 'Enter' key.
Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add].
Click [Submit]
Access the 'My To Do's' widget.
Click [My To Do's].
Validate the record for "Client A" and click [Review].
Validate the 'Document Preview' contains the treatment plan from the previous steps.
Click [Accept] and [Sign].
Enter the password and click [Verify].
Validate the record is no longer present.
Close the 'To Do's'.

Scenario 2: Treatment Plan - 'Pending Approval' workflow

Specific Setup:

A client must be enrolled in an existing episode (Client A).
The Wiley Libraries must be installed.
A staff member must be associated to the logged in user. (Staff Member A)
"Staff Member A" must be set up in the 'Notification Users' form.
'Treatment Plan' and "Staff Member A" must be set up in 'Required User List Management' form.
The 'My To Do's' widget must be set up on a user's view.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Select the desired episode if present.
Enter the desired date in the 'Plan Date' field.
Select the desired value for the 'Plan Type' field.
Populate any required and desired fields.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Select the desired problem and drag it into the Treatment Plan.
Populate all desired fields.
Select a desired goal and drag it into the Treatment Plan.
Populate all desired fields.
Select a desired objective and drag it into the Treatment Plan.
Populate all desired fields.
Click [Return to Plan].
Validate a 'Plan Save' dialog stating: "Plan saved successfully."
Click [OK].
Select "Pending Approval" in the 'Treatment Plan Status' field.
Select "Staff Member A" in the 'Team Member To Notify' field.
Click [Submit].
Navigate to the 'My To Do's' widget.
Click [Approve To Do Item] for "Client A".
Select "Yes" in the 'Approve To Do Item' field.
Enter the desired value in the 'Comments' field.
Click [Submit].
Click [Review To Do Item] for "Client A".
Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
Click [Submit].
Validate the item is no longer present for "Client A".

Topics

• Document Routing • Treatment Plan