Skip to main content

RADplus 2022 Update 91

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

RADplus required

Product Update Form Description

The following issues are resolved: 1) An issue where routing a document with 'Create Document Only' set to 'Yes' provides the user with the 'Route Document To' screen. 2) An issue where despite 'Default From Last Filing' being selected under 'Notification List Defaults' in 'Document Routing Setup', routing a document would not default the last filed staff member or user under 'Notify'. 3) When routing a progress note with a note type that requires a co-signer with 'Skip Display of Document Image' set to 'No', selecting 'Cancel' on the 'Route Document To' screen and attempting to route again allows the user to submit without selecting an approver.

Included Updates

2, 23, 35, 46, 48, 62, 72, 81

Required Updates

None

Details
NEW0 CHANGED0 FIXED3
Fixed (3)
Document Routing -'Default From Last Filing
An issue is resolved during document routing to ensure that the last filed staff member or user is added to the approver list in the "Route Document To" screen and the "Notify" check box field is automatically populated, when the 'Notification List Defaults' field is set to 'Default From Last Filing' in form 'Document Routing Setup' KB0068690 v0.01
Topics
• Document Routing • NX
 
Document Routing - 'Create Document Only'
An issue is resolved in "myAvatar" where the 'Route Document To' screen was still presented to a user during document routing, even though the setting 'Create Document Only' was set to 'Yes' in form "Document Routing Setup". Please Note: This issue will be resolved for "Avatar NX", in a future "Avatar NX User Interface" release
Topics
• Document Routing • NX
 
Document Routing - Co-signer
An issue is resolved routing a progress note with a note type that requires a co-signer and the 'Skip Display of Document Image' was set to 'No' in the "Document Routing Setup" form. When selecting 'Cancel' on the 'Route Document To' screen and then attempting to route again, this will ensure the user selects an approver to co-sign.
Topics
• Document Routing • NX
 
Acceptance Tests
AV-76025 Summary | Details
Document Routing -'Default From Last Filing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Review To Do Item
Scenario 1: Document Routing - Default Notification User from Last Filing
Specific Setup:
  • Have a form [FormA] set up in form "Document Routing Setup" with following prompts set:
  • 'Enable Document Routing' se to 'Yes'.
  • 'Allow Notifications When Final' set to 'Yes'.
  • 'Notification List Defaults' set to 'Default From List Filing'
  • [UserA] has access to [FormA]
  • [UserB] is a Staff member and has the "My To Do's" widget on their home view
  • Log in as [UserA]
Steps
  1. Access [FormA] and select any client [ClientA]
  2. Populate all desired fields on the form.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click [Accept and Route/Notify]
  5. Enter the user's password in the 'Password' field.
  6. Click [OK].
  7. On the "Route To Document" screen, navigate to the "Add Users to Notify when Final" search box
  8. Search for User. [UserB],
  9. Click [Add] to have [UserB] receive a To do notification
  10. Validate that [UserB] is added and the "Notify' check box is populated
  11. Click [Submit]
  12. Validate the form files successfully
  13. Repeat step 1 a thru e
  14. On the "Route To Document" screen, navigate to the "Add Users to Notify when Final" search box
  15. Validate the [UserB] is automatically added to the approver list and the "Notify" check box is populated
  16. Click [Submit]
  17. Validate the form files successfully
  18. Log in as [UserB]
  19. Navigate to the "My To Do's" widget
  20. Click to refresh the widget
  21. Click the "New" tab
  22. Validate there are two new To Do's in the list for [ClientA], for [FormA]
  23. Click to open each To Do
  24. Validate the "To Do Information" box contains the expected data
  25. Click the "Reviewed" check box
  26. Click [Submit]
  27. Validate submission is successful and each To Do has been removed form the To Do's list
Topics
• Document Routing • NX
AV-77466 Summary | Details
Document Routing - 'Create Document Only'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
Scenario 1: Document Routing - 'Create Document Only' - Yes with 'Skip Display of Document Image' - Yes
Specific Setup:
  • Have a form enabled for "Document Routing" [FormA]
  • In form "Document Routing Setup", have prompt "Create Document Only" set to "Yes" for [FormA]
  • In "Document Routing Setup", have 'Skip Display Of Image' set to "Yes" for [FormA]
  • The 'My To Do's' widget is on the user's home screen
  • Have a client [ClientA] enrolled in an active episode [EpisodeA]
Steps
  1. Open [FormA]
  2. Select [ClientA]
  3. Select [EpisodeA]
  4. Complete the desired fields
  5. Set the "Draft/Final" prompt to "Final"
  6. Click [Submit]
  7. Validate no document image or route to document screen(s) are displayed
  8. Validate a quick "Confirm Document", "Saving Image Data" screen displays and the form files successfully
  9. Navigate to form "Clinical Document Viewer"
  10. In the "Search Clients" field, select [ClientA]
  11. Select [EpisodeA] in the "Episodes" field
  12. Click [Process]
  13. In the document "Results" list, validate there is a document row present for [ClientA] for the submission of [FormA] in step 1
  14. Double-click the row to view the document
  15. Validate the data is displayed as expected


Scenario 2: Document Routing - 'Create Document Only' - Yes with 'Skip Display of Document Image' - No
Specific Setup:
  • Have a form enabled for "Document Routing" [FormA]
  • In form "Document Routing Setup", have prompt "Create Document Only"' set to "Yes" for [FormA]
  • In "Document Routing Setup", have 'Skip Display Of Image' set to "No" for [FormA]
  • The 'My To Do's' widget is on the user's home screen
  • Have a client [ClientA] enrolled in an active episode [EpisodeA]
Steps
  1. Open [FormA]
  2. Select [ClientA]
  3. Select [EpisodeA]
  4. Complete the desired fields
  5. Set the "Draft/Final" prompt to "Final"
  6. Click [Submit]
  7. At the "Confirm Document" screen, validate the document is displayed as expected
  8. Click [Accept]
  9. At the "Verify Password" prompt, populate the "Password" field
  10. Click [OK]
  11. Validate the user is not presented with the "Route To Document" screen, as expected
  12. Validate the form submits successfully
  13. Navigate to form "Clinical Document Viewer"
  14. In the "Search Clients" field, select [ClientA]
  15. Select [EpisodeA] in the "Episodes" field
  16. Click [Process]
  17. In the document "Results" list, validate there is a document row present for [ClientA] for the submission of [FormA] in step 1
  18. Double-click the row to view the document
  19. Validate the data is displayed as expected
Topics
• Document Routing • NX
AV-78614 Summary | Details
Document Routing - Co-signer
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dynamic Form - Progress Notes
Scenario 1: Progress Notes (Document Routing) requiring co-signer - 'Create Document Only' - No with 'Skip Display of Document Image' - Yes
Specific Setup:
  • Have a progress note form [FormA] enabled for "Document Routing"
  • In form "Document Routing Setup":
  • Have prompt 'Skip Display Of Image' set to "No" for [FormA]
  • Have prompt "Create Document Only" set to "No" for [FormA]
  • Have a 'Note Type' requiring a co-signature defined on the system [NotetypeA]
  • Have a client [ClientA] enrolled in an active episode [EpisodeA]
  • [UserA] has access to [FormA]
  • [UserB] is a staff member and has the "My To Do's" widget on their home view
  • Log in as [UserA]
Steps
  1. Open [FormA]
  2. Select [ClientA]
  3. Select [EpisodeA]
  4. Complete the progress note, selecting [NotetypeA], which requires a co-signer
  5. Set the "Draft/Final" prompt to "Final"
  6. Click [Submit]
  7. At the "Route To Document" screen
  8. Validate the [Submit] button is not enabled, as expected since [FormA] requires a co-signer
  9. In the 'Add Approver' field, select [UserB]
  10. Validate the [Submit] button is now enabled
  11. Click [Cancel]
  12. Validate user is returned to [FormA] and form is set to "Final"
  13. Click [Submit]
  14. At the "Route To Document" screen
  15. Validate the [Submit] button is not enabled, as expected since [FormA] requires a co-signer
  16. In the 'Add Approver' field, select [UserB]
  17. Validate the [Submit] button is now enabled
  18. Click [Submit]
  19. Validate the form submits successfully
  20. Log out as [UserA] and log in as [UserB]
  21. Navigate to the 'My To Do's' widget
  22. Locate the To Do routed in step 1 for [FormA]
  23. Click 'Approve Document'
  24. Validate the document is displayed as expected
  25. Click [Sign]
  26. Enter the user's password
  27. Click [OK]
  28. Validate the To Do is removed from the 'My To Do's' widget
Scenario 2: Progress Notes (Document Routing) requiring co-signer - 'Create Document Only' - No with 'Skip Display of Document Image' - No
Specific Setup:
  • Have a progress note form [FormA] enabled for "Document Routing"
  • In form "Document Routing Setup":
  • Have prompt 'Skip Display Of Image' set to "No" for [FormA]
  • Have prompt "Create Document Only" set to "No" for [FormA]
  • Have a 'Note Type' requiring a co-signature defined on the system [NotetypeA]
  • Have a client [ClientA] enrolled in an active episode [EpisodeA]
  • [UserA] has access to [FormA]
  • [UserB] is a staff member and has the "My To Do's" widget on their home view
  • Log in as [UserA]
Steps
  1. Open [FormA]
  2. Select [ClientA]
  3. Select [EpisodeA]
  4. Complete the progress note, selecting [NotetypeA], which requires a co-signer
  5. Set the "Draft/Final" prompt to "Final"
  6. Click [Submit]
  7. At the "Confirm Document" screen, validate the document is displayed as expected
  8. Click [Accept/Route]
  9. At the "Verify Password" prompt, populate the "Password" field
  10. Click [OK]
  11. At the "Route To Document" screen
  12. Validate the [Submit] button is not enabled, as expected since [FormA] requires a co-signer
  13. In the 'Add Approver' field, select [UserB]
  14. Validate the [Submit] button is now enabled
  15. Click [Cancel]
  16. Validate user is returned to "Confirm Document" screen
  17. Click [Accept/Route]
  18. At the "Verify Password" prompt, populate the "Password" field
  19. Click [OK]
  20. At the "Route To Document" screen
  21. Validate the [Submit] button is not enabled again as expected, since [FormA] requires a co-signer
  22. In the 'Add Approver' field, select [UserB]
  23. Validate the [Submit] button is now enabled
  24. Click [Submit]
  25. Validate the form submits successfully
  26. Log out as [UserA] and log in as [UserB]
  27. Navigate to the 'My To Do's' widget
  28. Locate the To Do routed in step 1 for [FormA]
  29. Click 'Approve Document'
  30. Validate the document is displayed as expected
  31. Click [Sign]
  32. Enter the user's password
  33. Click [OK]
  34. Validate the To Do is removed from the 'My To Do's' widget
Topics
• Document Routing • NX

 

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Page type
    Reference
  2. Tags
    1. content:release
    2. Document Routing
    3. llm-no-index
    4. NX
    5. nx:nx
    6. role:sysadmin
    7. search:ready