RADplus 2022 Update 56

• Have two clients on the system [ClientA] is identified as the "Target" client for the client merge and [ClientB] is identified as the "Source" client for the merge
• [ClientA] is admitted in [Episode1], [ProgramA] on [DateA]
• [ClientB] is admitted in [Episode1], [ProgramA] on a later date [DateB]
• A row [RowA] has been filed in [FormA], for [ClientA] on [DateA]
• A row [RowB] has been filed in [FormA], for [ClientB] on [DateB]
• Have registry setting "Allow Merging of All Client Data Through Single Filing" set to "Yes"
• Have registry setting "Allow Merging Into Existing Episode" set to "No"
• Have access to a database program and table permissions to run an "SQL" query on the "SYSTEM.RADplus_event_log" table

1. Open the 'Client Merge' form.
2. Enter [ClientB] in the 'Source Client' field.
3. Select "Yes" in the 'Merge All Client Data Through Single Filing' field.
4. Enter [ClientA] in the 'Target Client' field.
5. Select "No" in the 'Create New Episode On Merge' field.
6. Click [File].
7. Validate a "Client Merge" message is displayed stating: Do you wish to continue with the indicated action?
8. Click [Yes].
9. Validate a "Client Merge" message is displayed stating: All information has been merged into the target client and the source client has been deleted from the system.
10. Click [OK].
11. Close the form.
12. At the home view, search for [ClientB] in the "Search Clients" field
13. Validate [ClientA] is not found
14. At the home view, search for [ClientA] in the "Search Clients" field
15. Open [FormA]
16. Validate there are now two episodes displayed [EpisodeA] and [EpisodeB]
17. Select [EpisodeB]
18. Validate the merged row [RowB] from [ClientB] on [DateB] is displayed for selection, as expected
19. Select [RowB]
20. Validate data is displayed as expected
21. Close the form
22. Run the following SQL Query for [ClientB]: "SELECT ID, application, entity_database_code, entity_id, EPISODE_NUMBER, event_date,event_time, event_type, system_code, USERID FROM SYSTEM.RADplus_event_log WHERE FACILITY = [applicable Facility number associated to logged in System Code] AND entity_id = [ClientB]"
23. Validate the results first include two entries, "Entry Copied" and "Entry Deleted" for client merge transaction process itself. Then following that, the "Data Copied" and an "Entry Deleted" records for [Row1], which was merged from [ClientB] to [ClientA]
24. For example:

ID......... Application..EntityType..............EntityID.Epis. .EventDate/Time..........Event Type

507937.. Avatar PM. PATIENT... ............602.......1. ........8/12/2022..2:30 PM.....Data Copied

507939.. Avatar PM. PATIENT................602.......1..........8/12/2022..2:31 PM.....Entry Deleted

507942.. Avatar PM. USER_DEFINED....602.......1..........8/12/2022..2:31 PM.....Data Copied

507943.. Avatar PM. USER_DEFINED....602 ......1..........8/12/2022..2:31 PM.....Entry Deleted

• Have two clients on the system [ClientA] is identified as the "Target" client for the client merge and [ClientB] is identified as the "Source" client for the merge
• [ClientA] is admitted in [Episode1], [ProgramA] on [DateA]
• [ClientB] is admitted in [Episode1], [ProgramA] on a later date [DateB]
• A row [RowA] has been filed in [FormA], for [ClientA] on [DateA]
• A row [RowB] has been filed in [FormA], for [ClientB] on [DateB]
• Have registry setting "Allow Merging of All Client Data Through Single Filing" set to "Yes"
• Have registry setting "Allow Merging Into Existing Episode" set to "Yes"
• Have access to a database program and table permissions to run an "SQL" query on the "SYSTEM.RADplus_event_log" table

1. Open the 'Client Merge' form.
2. Enter [ClientB] in the 'Source Client' field.
3. Select "Yes" in the 'Merge All Client Data Through Single Filing' field.
4. Enter [ClientA] in the 'Target Client' field.
5. Select "No" in the 'Create New Episode On Merge' field.
6. Click [File].
7. Validate a "Client Merge" message is displayed stating: Do you wish to continue with the indicated action?
8. Click [Yes].
9. Validate a "Client Merge" message is displayed stating: All information has been merged into the target client and the source client has been deleted from the system.
10. Click [OK].
11. Close the form.
12. At the home view, search for [ClientB] in the "Search Clients" field
13. Validate [ClientA] is not found
14. At the home view, search for [ClientA] in the "Search Clients" field
15. Open [FormA]
16. Select [EpisodeA]
17. Validate the data for row [RowA] field for [ClientA] on [DateA] is displayed for selection
18. Validate the merged row [RowB] from [ClientB] on [DateB] is also displayed for selection, as expected
19. Select [RowB] for edit
20. Validate date is filed as expected
21. Close the form
22. Run the following SQL Query for [ClientB]: "SELECT ID, application, entity_database_code, entity_id, EPISODE_NUMBER, event_date,event_time, event_type, system_code, USERID FROM SYSTEM.RADplus_event_log WHERE FACILITY = [applicable Facility number associated to logged in System Code] AND entity_id = [ClientB]"
23. Validate the results first include two entries, "Entry Copied" and "Entry Deleted" for client merge transaction process itself. Then following that, the "Data Copied" and an "Entry Deleted" records for [Row1], which was merged from [ClientB] to [ClientA]
24. For example:

ID......... Application..EntityType..............EntityID.Epis. .EventDate/Time..........Event Type

507937.. Avatar PM. PATIENT... ............602.......1. ........8/12/2022..2:30 PM.....Data Copied

507939.. Avatar PM. PATIENT................602.......1..........8/12/2022..2:31 PM.....Entry Deleted

507942.. Avatar PM. USER_DEFINED....602.......1..........8/12/2022..2:31 PM.....Data Copied

507943.. Avatar PM. USER_DEFINED....602 ......1..........8/12/2022..2:31 PM.....Entry Deleted