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RADplus 2022 Update 73

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Product Requirements / Recommendations

RADplus required

Recommended Update Level

RADplus 2021 Update 71

Product Update Form Description

The following changes are made: 1) Document upload notification to dos are now sent in the background. 2) The DocR and DocM schema tables are removed from the Clinical Data Repository (CDR). 3) Acknowledgement to dos and notification to dos sent by the 'Send To Do Notification' form are no longer displayed in the 'Delete/Re-Assign To Do Items' form. 4) The background notification task will no longer cause an infinite loop when it encounters an error. 5) An issue where the CareFabric action 'SendCareConnectClientDocument' may fail to update existing documents is resolved.

Included Updates

43

Required Updates

None

Details
NEW0 CHANGED1 FIXED5
Changed (1)
Clinical Data Repository (CDR) - Remove DocM and DocR schema tables from the Clinical Data Repository
The DocR and DocM schema tables are removed from the Clinical Data Repository (CDR)
Value Added: Cleaning up the Clinical Data Repository
Topics
• Document Scan/Import • Perceptive
 
Fixed (5)
Document Capture - Upload Notification To Dos
Document upload notification to dos are now sent in the background.
Topics
• Document Management • Document Scan/Import
 
Delete/Re-Assign To Do Items - Acknowledgment To Dos no longer displayed
Acknowledgement to dos sent by the 'Send To Do Notification' form are no longer displayed in the 'Delete/Re-Assign To Do Items' form.
Topics
• Document Management
 
Background Notification Task - Infinite Loop when an error is encountered
An issue has been resolved where the background notification task can cause an infinite loop when it encounters an error.
Topics
• Document Management
 
Delete/Re-Assign To Do Items - Notification To Dos no longer displayed
Notification to dos sent by the 'Send To Do Notification' form are no longer displayed in the 'Delete/Re-Assign To Do Items' form.
Topics
• Document Management
 
CareFabric - SendCareConnectClientDocument action
An issue is resolved where the 'SendCareConnectClientDocument' CareFabric action may fail to update existing documents.
Topics
• Document Management
 
Acceptance Tests
AV-73392 Summary | Details
Document Capture - Upload Notification To Dos
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Document Capture
  • Clinical Document Viewer
  • Document Capture
  • Admission
  • Document Capture Window
  • Review To Do Item
  • User File Import
  • User Role Definition
Scenario 1: Client Document Capture - Scan Episodic
Specific Setup:
  • Perceptive must be configured and enabled.
Steps
  1. Open the "Chart Review" form.
  2. Select the desired client.
  3. Navigate to the "Chart".
  4. Click "Document Capture".
  5. Scan a document and identify an episode.
  6. Note the document type.
  7. Save the document.
  8. Click the document type the document was just saved under.
  9. Locate the document that was just saved.
  10. Validate the document displays as it was scanned.
  11. Print the document and validate it prints as it was scanned.
  12. Close the forms.
Scenario 2: Validate Document Upload Notifications
Specific Setup:
  • Using the "User Role Definition" form:
  • Select a user role.
  • Navigate to the "Document Management" section.
  • Click "Specify Forms" in the "Forms to Send Upload Notifications".
  • Click "Select Forms".
  • Select one of the forms to receive upload notifications.
  • Using the "User Definition" form, assign the user signed on to the user role defined above.
  • Admit or select a test client.
Steps
  1. Open the "Client Document Capture" form.
  2. Import or scan in a document for the test client.
  3. Set the "Document Type" to a form that is set to receive upload notifications for the user.
  4. Save the document.
  5. Navigate to the "myToDo's" widget.
  6. Validate a To Do was generated for the upload notification.
  7. Select the upload notification item.
  8. Set the "Set To Do Item to Reviewed" to "Reviewed".
  9. Click "Submit".
  10. Navigate to the "myToDo's" widget.
  11. Validate the Upload Notification To Do item is removed from the widget.
  12. Open the "Clinical Document Viewer" form.
  13. Locate and display the document that was just saved.
  14. Validate it displays appropriately.
Scenario 3: Validate Delayed Document Upload Notification
Specific Setup:
  • Using the "User Role Definition' form:
  • Select a user role.
  • Navigate to the "Document Management" section.
  • Click "Specify Forms" in the "Forms to Send Upload Notifications".
  • Click "Select Forms".
  • Select one of the forms to receive upload notifications.
  • Using the "User Definition" form, assign the user signed on to the user role defined above.
  • Admit or select a test client.
Steps
  1. Open the "Client Document Capture" form.
  2. Import or scan in a document for the test client.
  3. Set the "Document Type" to a form that is set to receive upload notifications for the user.
  4. Save the document.
  5. Navigate to the "myToDo's" widget.
  6. Validate a To Do was generated for the delayed upload notification.
  7. Select the delayed upload notification item.
  8. Set the "Set To Do Item to Reviewed" to "Reviewed".
  9. Click "Submit".
  10. Navigate to the "myToDo's" widget.
  11. Validate the Delayed Upload Notification To Do item is removed from the widget.
  12. Open the "Clinical Document Viewer" form.
  13. Locate and display the document that was just saved.
  14. Validate it displays appropriately.
Topics
• Document Management • Document Scan/Import
AV-77496 Summary | Details
Clinical Data Repository (CDR) - Remove DocM and DocR schema tables from the Clinical Data Repository
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Document Capture
  • Clinical Document Viewer
  • Document Capture
Scenario 1: Client Document Capture - Scan Episodic
Specific Setup:
  • Perceptive must be configured and enabled.
Steps
  1. Open the "Chart Review" form.
  2. Select the desired client.
  3. Navigate to the "Chart".
  4. Click "Document Capture".
  5. Scan a document and identify an episode.
  6. Note the document type.
  7. Save the document.
  8. Click the document type the document was just saved under.
  9. Locate the document that was just saved.
  10. Validate the document displays as it was scanned.
  11. Print the document and validate it prints as it was scanned.
  12. Close the forms.
Scenario 2: Removing DocR and DocM tables from CDR
Steps

Internal Testing Only
Topics
• Document Scan/Import • Perceptive
AV-80939 Summary | Details
Delete/Re-Assign To Do Items - Acknowledgment To Dos no longer displayed
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Ambulatory Progress Notes
  • Delete/Re-Assign To Do Items
  • Document Routing Setup (PM)
Scenario 1: Progress Note (Group and Individual) - Document Routing - Validate "Acknowledgement" To-Do functionality
Specific Setup:
  • A client must be admitted in an existing episode. (Client A)
  • Must have two users defined with associated staff members (User A and User B). Must be logged in as "User A".
  • Document routing must be enabled for the 'Progress Note (Group and Individual)' form in 'Document Routing Setup' with the following fields set.
  • Have the 'Approver Required' field set to "Yes".
  • Have the 'Acknowledgment Allowed' field set to "Yes".
  • Have the 'Allow Notifications When Final' field set to "No".
  • Have the 'Allow Comments During Approval' field set to "No".
Steps
  1. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  2. Select any value in the 'Progress Note For' field.
  3. Select any value in the 'Note Type' field.
  4. Populate any required and desired fields.
  5. Select "Final" in the 'Draft/Final' field.
  6. Click [File Note] and [Accept and Route].
  7. Enter the password associated with "User A" and click [Verify].
  8. Enter the practitioner associated to "User A" in the 'Add Approver' field and click [Add].
  9. Verify the 'Add Members to Acknowledge' field is present.
  10. Search for the practitioner associated to "User B" using only one letter in the 'Add Members to Acknowledge' field.
  11. Click [Add] and [Submit].
  12. Close the form.
  13. Navigate to the 'My To Do's' widget.
  14. Validate there is a To-Do for the progress note filed in the previous steps.
  15. Click [Approve Document].
  16. Validate the 'Document Preview' contains the progress note data filed in the previous steps.
  17. Click [Accept].
  18. Enter the password associated with "User A" and click [Verify].
  19. Validate the To-Do is no longer present.
  20. Log out.
  21. Login as "User B" and navigate to the 'My To Do's' widget.
  22. Validate there is a To-Do for the progress note filed in the previous steps.
  23. Click [Acknowledge Document] and [Acknowledge].
  24. Enter the password associated with "User B" and click [Verify].
  25. Validate the To-Do is no longer present.
Scenario 2: Delete/Re-Assign Ackknowledgement To Dos
Specific Setup:
  • Admit or select a test client.
  • Using the "Document Routing Setup" form, enable document routing.
  • Enable acknowledgments by setting the field "Acknowledgement Allowed" to "Yes".
  • Set "Verification Level of Acknowledgment" to "Warn User if Acknowledgement is missing"
  • Set "Days after finalized document to alert" to "Y".
  • File the form.
  • Using "Dictionary Update", print the dictionary for the data element Note Type (10751).
  • Locate a note type that says it requires a signature.
Steps
  1. Open the Progress note form that was used during setup.
  2. Create a progress note.
  3. Set the "Note Type" to one the requires a signature.
  4. Set the "Draft/Final" field to "Final".
  5. Select "Caseload Practitioners" from the "Add Members to Acknowledge".
  6. Set "Add Approver" to a valid practitioner.
  7. Validate the Practitioner chosen in Add Members to Acknowledge" listbox has "Acknowledge" check marked.
  8. Submit the form to route the document.
  9. Navigate to the "myToDo's" widget.
  10. Select the To do that was just generated.
  11. Click the "Accept" button.
  12. Click the "Sign" button.
  13. Close the To Do widget.
  14. Sign off of Avatar.
  15. Log back in as the user that you designated as an approver.
  16. Navigate to the "myToDo's" widget.
  17. Locate the To do generated for this test.
  18. Click "Accept".
  19. Click "Sign".
  20. Log off of Avatar.
  21. Log back on as the user who was designated to receive the acknowledgment To Do.
  22. Navigate to the "myToDo's" widget.
  23. Validate it contains the "Acknowledgment Document To do.
  24. Open the " Delete/Re-Assign To Do Items" form.
  25. Set "Delete/Re-Assign" to "Delete".
  26. Set "Select User" to the user who received the Acknowledgment To Do".
  27. Select a To Do to be deleted.
  28. Add a comment as to why it's being deleted.
  29. Navigate to the "myToDo's" widget and validate the to do was removed.
Topics
• Document Management
AV-82211 Summary | Details
Background Notification Task - Infinite Loop when an error is encountered
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Client Document Capture
  • Clinical Document Viewer
  • Document Capture
  • Document Capture Window
  • Review To Do Item
  • User File Import
  • User Role Definition
Scenario 1: Validate Document Upload Notifications
Specific Setup:
  • Using the "User Role Definition" form:
  • Select a user role.
  • Navigate to the "Document Management" section.
  • Click "Specify Forms" in the "Forms to Send Upload Notifications".
  • Click "Select Forms".
  • Select one of the forms to receive upload notifications.
  • Using the "User Definition" form, assign the user signed on to the user role defined above.
  • Admit or select a test client.
Steps
  1. Open the "Client Document Capture" form.
  2. Import or scan in a document for the test client.
  3. Set the "Document Type" to a form that is set to receive upload notifications for the user.
  4. Save the document.
  5. Navigate to the "myToDo's" widget.
  6. Validate a To Do was generated for the upload notification.
  7. Select the upload notification item.
  8. Set the "Set To Do Item to Reviewed" to "Reviewed".
  9. Click "Submit".
  10. Navigate to the "myToDo's" widget.
  11. Validate the Upload Notification To Do item is removed from the widget.
  12. Open the "Clinical Document Viewer" form.
  13. Locate and display the document that was just saved.
  14. Validate it displays appropriately.
Scenario 2: Validate Delayed Document Upload Notification
Specific Setup:
  • Using the "User Role Definition' form:
  • Select a user role.
  • Navigate to the "Document Management" section.
  • Click "Specify Forms" in the "Forms to Send Upload Notifications".
  • Click "Select Forms".
  • Select one of the forms to receive upload notifications.
  • Using the "User Definition" form, assign the user signed on to the user role defined above.
  • Admit or select a test client.
Steps
  1. Open the "Client Document Capture" form.
  2. Import or scan in a document for the test client.
  3. Set the "Document Type" to a form that is set to receive upload notifications for the user.
  4. Save the document.
  5. Navigate to the "myToDo's" widget.
  6. Validate a To Do was generated for the delayed upload notification.
  7. Select the delayed upload notification item.
  8. Set the "Set To Do Item to Reviewed" to "Reviewed".
  9. Click "Submit".
  10. Navigate to the "myToDo's" widget.
  11. Validate the Delayed Upload Notification To Do item is removed from the widget.
  12. Open the "Clinical Document Viewer" form.
  13. Locate and display the document that was just saved.
  14. Validate it displays appropriately.
Topics
• Document Management
AV-82875 Summary | Details
Delete/Re-Assign To Do Items - Notification To Dos no longer displayed
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Send To Do Notification
Scenario 1: Delete/Re-Assign Notification To Dos
Specific Setup:
  • Select a client for this test.
Steps
  1. Open the "Send To Do Notification" form.
  2. Select the test client.
  3. Enter text into the "To Do Message" field.
  4. Select the user logged in as in the "Select User" field.
  5. Click "Add User" button.
  6. Validate the user was added to the "Send To" text box.
  7. Click "File To Do" button.
  8. Navigate to the "myToDo's" widget.
  9. Validate the To Do that was just generated is contained in the widget.
Topics
• Document Management
AV-84435 Summary | Details
CareFabric - SendCareConnectClientDocument action
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Document Management Definition
  • Transfer Queue Configuration
Scenario 1: Disable Transfer Queue - Overwrite existing document
Steps

Internal Testing Only
Topics
• Document Management
Table Changes
Table Column Change
AVPM.AVCWSDocM dropped
AVPM.AVCWSDocR dropped