RADplus 2022 Update 62

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Product Requirements / Recommendations

RADplus required

Recommended Update Level

Avatar CareFabric 2022 Update 42

Product Update Form Description

Avatar RADplus is enhanced to support other products and modules.

Included Updates

23, 46

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-80380 Details \| User Acceptance Tests Support for other products and modules Document routing functionality is enhanced to support other products and modules Value Added: Support for other products and modules	Topics • Document Routing • My To Do's • Progress Notes

Acceptance Tests

AV-80380 Summary | Details

Support for other products and modules

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

Clinical Document Viewer
TO DO'S

Scenario 1: Approve a document from the "Sign" tab of the 'My To Do's' widget

Specific Setup:

User must have the 'My To Do's' widget on the HomeView.
Document routing is enabled on the 'Progress Notes (Group and Individual)' form.
A user is defined with an associated staff member (User A, Staff Member A).
Must be logged in as "User A".
A client is enrolled in an existing episode (Client A). "Staff Member A" is the admitting practitioner for "Client A".

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate that the 'Confirm Document' dialog is displayed with the progress note data, including an electronic signature at the bottom for the current user/staff member as the Author.
Click [Accept and Route].
Validate the 'Route Document To' dialog is displayed.
Select the 'Admitting Practitioner' and validate "Staff Member A" displays as the 'Approver'.
Click [Submit].
Validate a "Progress Notes" dialog is displayed stating: Note Filed.
Click [OK].
Navigate to the 'My To Do's' widget.
Validate there is a To-Do for the progress note filed in the previous steps.
Select the "Sign" tab.
Validate the 'Search Documents' field contains the progress note document for "Client A".
Validate the 'Document' field contains the progress note data, including an electronic signature at the bottom for "Staff Member A" as both the Author and Admitting Practitioner.
Click [Accept].
Validate the 'Search Documents' field no longer contains the progress note document for "Client A".
Validate the 'Accepted Documents' field contains the accepted progress note document for "Client A".
Click [Sign All].
Enter the password for "User A" in the 'Verify Password' dialog and click [OK].
Validate the 'Accepted Documents' field no longer contains the progress note document for "Client A".
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate the progress note document appears in the document list and double click on it to view.
Validate that the document displays with the progress note data and an electronic signature for the Author & Admitting Practitioner.
Close the form.

Topics

• Document Routing • My To Do's • Progress Notes