RADplus 2022 Update 64

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

The following issues are resolved: 1) Some values in the 'Workflow Status' field on the NX All Documents widget may appear as "3" instead of "Final". 2) Deleting a section in the 'Form Definition' form could cause invalid 'Form Designer' data in NX.

Included Updates

33, 34, 45

Required Updates

None

Details

NEW0 CHANGED0 FIXED2

Fixed (2)

AV-80203 Details \| User Acceptance Tests Form Designer - Import/Export Ensure the ability to import/export forms in 'Form Designer' after a form section has been deleted in 'Form Definition'.	Topics • Form Designer • NX

AV-80411 Details \| User Acceptance Tests 'All Documents' widget - 'Workflow Status' Ensure documents display with the appropriate 'Workflow Status' in the 'All Documents' widget in Avatar NX.	Topics • Clinical Document Viewer • myAvatar NX Only • NX • Progress Notes • Treatment Plan • Widgets

Acceptance Tests

AV-80203 Summary | Details

Form Designer - Import/Export

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

Form Designer (CWS)
Form Designer (PM)

Scenario 1: Form Designer - Export/Import Layout Changes

Specific Setup:

Have a robust form containing several sections and several fields on each section (Form A).
Edit any section (Section A) of "Form A" and make any type of form designer change in the section. For this example, a field is moved to different location (Field A).

Steps

Access "Form A".
Navigate to "Section A".
Validate the form designer change made in the setup is present and "Field A" is in a new location.
Access the 'Form Designer' form.
Select "Form A" from the 'Forms' field.
Click [Export Form Designer Copy].
Validate a 'Confirm' dialog stating "Export Complete." and click [OK] (Note: Export files are saved in the "Downloads" folder)
Close the form.
Access the 'Form Designer' form.
Select "Form A" from the 'Forms' field.
Select "Section A" in the "Sections" field.
Click [Show Section].
Revert the form designer change confirmed in step 1b so "Field A" is returned to its original location.
Click [Save], [OK] and [Submit].
Access "Form A".
Navigate to "Section A".
Validate the form designer change made in step 3d is present.
Close the form.
Access the 'Form Designer' form.
Select "Form A" from the 'Forms' field.
Click [Import Form Designer Copy]
Navigate to the location of the export file.
Select the file.
Click [Submit].
Access "Form A".
Navigate to "Section A".
Validate the form designer change made in the setup is present and "Field A" is in a new location.
Close the form.

Scenario 2: Form Designer - Validate the ability to import a form after a section has been deleted in 'Form Definition'

Specific Setup:

User must create a new table in the 'Table Definition' form with at least three columns.
User must create a new form in the 'Form Definition' form with at least three sections defined in 'Section Definition' that correspond with the table columns created (Form A).

Steps

Access the 'Form Designer' form.
Select "Form A" in the 'Forms' field.
Select the first section in the 'Sections' field.
Click [Show Section].
Enter any value in the 'Subsection' field.
Click [Save], [Yes] and [OK].
Repeat step 1b-1e for the remaining sections.
Click [Submit].
Access the 'Form Definition' form.
Select "Form A" in the 'Select Avatar PM Form' field.
Select the 'Section Definition' field.
Select the first section and click [Delete Selected Item].
Validate a dialog stating: "Are you sure?"
Click [Yes] and [Submit].
Access the 'Form Designer' form.
Select "Form A" in the 'Forms' field.
Click [Export Form Designer Copy].
Validate a 'Confirm' dialog stating "Export Complete." and click [OK].
Click [Import Form Designer Copy].
Validate a 'File Upload' dialog and select the newly exported file.
Click [Open] and [Submit].
Validate there is no error message and the form closes.
Refresh the forms.
Select any client and access "Form A".
Validate the form displays the expected sections.
Close the form.

Topics

• Form Designer • NX

AV-80411 Summary | Details

'All Documents' widget - 'Workflow Status'

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

Ambulatory Progress Notes
Clinical Document Viewer
HomeView - Primary All Documents Widget
Treatment Plan

Scenario 1: 'All Documents' widget - Validate 'Treatment Plan' records

Specific Setup:

A client must be enrolled in an existing episode (Client A).
A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).

Steps

Select "Client A" and access the 'Treatment Plan' form.
Enter the desired date in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field.
Populate any required and desired fields.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan].
Add any problem.
Populate all desired fields.
Click [Return To Plan].
Validate a 'Plan Save' dialog stating: "Plan saved successfully."
Click [OK].
Submit the form.
Navigate to the 'All Documents' view.
Refresh the 'All Documents' widget.
Select 'All Forms'.
Select "Treatment Plan" in the 'Form Description' field.
Verify the record is present and displays "Draft" in the 'Workflow Status' field and select it.
Validate the 'Console Widget Viewer' displays the plan in the previous steps.
Click [Open Record].
Validate the 'Treatment Plan' form opens with the draft from the previous steps.
Make and desired changes.
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit]
Validate a 'Confirm Document' dialog containing the treatment plan.
Click [Sign].
Enter the password associated with the logged in user and click [Verify].
Navigate to the 'All Documents' view.
Refresh the 'All Documents' widget.
Select 'All Forms'.
Select "Treatment Plan" in the 'Form Description' field.
Verify the record is present and displays "Final" in the 'Workflow Status' field and select it.
Validate the 'Console Widget Viewer' displays the finalized plan from the previous steps.

Topics

• Clinical Document Viewer • myAvatar NX Only • NX • Progress Notes • Treatment Plan • Widgets