Skip to main content

RADplus 2022 Update 89

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

RADplus required

Product Update Form Description

The 'Notification Practitioner Category Filter' field in 'Compliance Rule Definition' is renamed 'Notification Provider Categories for Coverage Filter' to better reflect its contents, and an issue where this filtering may not be applied correctly is resolved.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Compliance Rule - Notifications
The 'Notification Practitioner Category Filter' field in 'Compliance Rule Definition' form is renamed 'Notification Provider Categories for Coverage Filter' to better reflect the "Provider Categories for Coverage" values displayed for selection. In addition, an issue is resolved where users included as part of a team selected in field 'Team to Send Notification To', did not receive their compliance To Do's when additional filtering was done using the "Practitioner Categories for Coverage" field
Topics
• My To Do's • NX • Practitioner • Team Definition
 
Acceptance Tests
AV-75936 Summary | Details
Compliance Rule - Notifications
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Compliance Rule Definition (PM)
  • Review To Do Item (PM)
Scenario 1: Compliance Rule Definition - Validate 'Team to Send Notification To Do' functionality
Specific Setup:
  • Have two users who are practitioners, [StaffA] and [StaffB]
  • [TeamA] has been created in form "Team Definition" and both [StaffA] and [StaffB] have been assigned to the team
  • In form "Compliance Rule Definition" :
  • Create a rule that will set a client out of compliance if a diagnosis has not been submitted for the client, within five days after their admission date
  • In field "Team To Send Notification To", have [TeamA] selected, which will send a To Do to staff members on the team when a client is out of compliance
  • Have a client [ClientA] who already has had a diagnosis filed within five days after of their admission date
  • Have a client [ClientB] who has not had a diagnosis filed within five days after of their admission date
  • [StaffA] and [StaffB] have both clients on their caseload
  • [StaffA] and [StaffB] have the "My Clients" and the "My To Do's" widgets on their home view
  • Log in as [StaffA]
Steps
  1. At the home view
  2. Validate the "My Clients" widget contains [ClientA] with a "Black" arrow next to their name as expected, indicating the client is in compliance with [RuleA] configured in the setup
  3. Validate the "My Clients" widget contains [ClientB] with a "Red" arrow next to their name as expected, indicating the client is 'not' in compliance with [RuleA] configured in the setup
  4. Click to refresh the "My To Do's" widget
  5. Validate the To Do list for [StaffA] does not contain a To Do compliance notification for [ClientA], as expected
  6. Validate the To Do list for [StaffA] does contains a To Do compliance notification for [ClientB]
  7. Click [Review To Do Item]
  8. Validate the "To Do Information" field indicates "A COMPLIANCE: [RuleA] notification has been received.
  9. Click the "Reviewed" check box
  10. Click [Submit]
  11. Validate the submission is successful and the To Do is removed from the To Do's list
  12. Log out as [StaffA]
  13. Log in as [StaffB]
  14. At the home view
  15. Validate the "My Clients" widget contains [ClientA] with a "Black" arrow next to their name as expected, indicating the client is in compliance with [RuleA] configured in the setup
  16. Validate the "My Clients" widget contains [ClientB] with a "Red" arrow next to their name as expected, indicating the client is 'not' in compliance with [RuleA] configured in the setup
  17. Click to refresh the "My To Do's" widget
  18. Validate the To Do list for [StaffB] does not contain a To Do compliance notification for [ClientA]
  19. Validate the To Do list for [StaffB] does contains a To Do compliance notification for [ClientB]
  20. Click [Review To Do Item]
  21. Validate the "To Do Information" field indicates "A COMPLIANCE: [RuleA] notification has been received.
  22. Click the "Reviewed" check box
  23. Click [Submit]
  24. Validate the submission is successful and the To Do is removed from the To Do's list
Scenario 2: Compliance Rule Definition - Validate 'Team to Send Notification To Do' filtered by 'Provider Categories for Coverage'
Specific Setup:
  • Have two users who are practitioners, [StaffA] and [StaffB]
  • In form "Practitioner Enrollment", [StaffA] has [CatagoryA] selected in the 'Practitioner Categories for Coverage Filter' field
  • In form "Practitioner Enrollment", [StaffB] does not have [CatagoryA] selected in the "Practitioner Categories for Coverage Filter" field
  • [TeamA] has been created in form "Team Definition" and both staff members have been assigned to the team
  • In form "Compliance Rule Definition" :
  • Create a rule that will set a client out of compliance if a diagnosis has not been submitted for the client, within five days after their admission date
  • In field "Team To Send Notification To", have [TeamA] selected, which will send a To Do to staff members on the team when a client is out of compliance
  • In the field "Notification Provider Categories for Coverage Filter" select [CategoryA]. [Please Note: This field has been renamed from 'Notification Practitioner Category Filter', in order to accurately reflect the contents of the field]
  • Have a client [ClientA] who already has had a diagnosis filed within five days of their admission date
  • Have a client [ClientB] who has not had a diagnosis filed within five days after of their admission date
  • [StaffA] and [StaffB] have both clients on their caseload
  • [StaffA] and [StaffB] have the "My Clients" and the "My To Do's" widgets on their home view
  • Log in as [StaffA]
Steps
  1. At the home view
  2. Validate the "My Clients" widget contains [ClientA] with a "Black" arrow next to their name as expected, indicating the client is in compliance with [RuleA] configured in the setup
  3. Validate the "My Clients" widget contains [ClientB] with a "Red" arrow next to their name as expected, indicating the client is 'not' in compliance with [RuleA] configured in the setup
  4. Click to refresh the "My To Do's" widget
  5. Validate the To Do list for [StaffA] does not contain a To Do notification for [ClientA], as expected
  6. Validate the To Do list for [StaffA] does contains a compliance To Do for [ClientB]
  7. Click [Review To Do Item]
  8. Validate the "To Do Information" field indicates "A COMPLIANCE: [RuleA]" notification has been received.
  9. Click the "Reviewed" check box
  10. Click [Submit]
  11. Validate the submission is successful and the To Do is removed from the To Do's list
  12. Log out as [StaffA]
  13. Log in as [StaffB]
  14. At the home view
  15. Validate the "My Clients" widget contains [ClientA] with a "Black" arrow next to their name as expected, indicating the client is in compliance with [RuleA] configured in the setup
  16. Validate the "My Clients" widget contains [ClientB] with a "Red" arrow next to their name as expected, indicating the client is 'not' in compliance with [RuleA] configured in the setup
  17. Click to refresh the "My To Do's" widget
  18. Validate there is no compliance To Do present for either [ClientA] or [ClientB] as expected, since [StaffB] does not have [CatagoryA] selected in the "Practitioner Categories for Coverage Filter" field of form "Practitioner Enrollment"
Topics
• My To Do's • NX • Practitioner • Team Definition