RADplus 2022 Update 96

• Have an active test client on the system [ClientA], note their current PatID# [OrigPatID#]
• In form "Family Registration" have a family created [FamilyA], with [ClientA] added as a family member in "Family Members" section of the form.
• Have a user modeled form [FormA] created based on the "Family" entity database that's enabled for document routing
• A row has been filed in [FormA] for [FamilyA], selecting [ClientA] in the "Family Members" field and the document created during submission has been routed and approved
• Have a report [ReportA], to display data in the "SYSTEM.user_modelled_fam_members" table

1. Run [ReportA] to display data in the "SYSTEM.user_modelled_fam_members" table
2. Validate there is a row displayed for [FamilyA] and [ClientA]
3. Open "Change MR#" form in Avatar PM.
4. Select [ClientA] in the "Client ID" field and note their current PatID# [OrigPatID#]
5. Click [Assign MR#].
6. Note the new PatID# assigned, [NewPatID#]
7. Click [Submit].
8. Validate the form files successfully
9. At the home view, search for the [OrigPatID#] noted in step 3a
10. Validate there are no results
11. Now search for the [NewPatID#] noted in step 3b
12. Validate the [NewPatID#] is found and the associated client is [ClientA]
13. Run [ReportA], to display data in the "SYSTEM.user_modelled_fam_members" table
14. Validate there is a row displayed for [FamilyA] and with new PatID# [NewPatID#] displayed for [ClientA]

• Have an active test client on the system [ClientA]
• In form "Family Registration", have a family created [FamilyA] with [ClientA] added as a family member in "Family Members" section of the form.
• Have a user modeled form [FormA] created based on the "Family" entity database that's enabled for document routing
• A row has been filed in [FormA] for [FamilyA], selecting [ClientA] in the "Family Members" field and the document created during submission has been routed and approved
• Have a report [ReportA] created to display data in the "SYSTEM.user_modelled_fam_members" table
• User has launched [ReportA] and has logged into the system

1. Run [ReportA] to display data in the "SYSTEM.user_modelled_fam_members" table
2. Validate there is a row displayed for [FamilyA] and [ClientA]
3. Open "Client Delete" form.
4. Select [ClientA] in the "Client ID" field.
5. Validate an error message is received "Client Must Be Removed From All Families Before Client Can Be Deleted."
6. Click [OK]
7. Close the form
8. Open form "Family Registration"
9. Select [FamilyA]
10. Click the "Family Members" section
11. Select the row for [ClientA]
12. Click [Delete]
13. Validate the client is removed as a family member
14. Submit the form
15. Open "Client Delete" form.
16. Select [ClientA] in the "Client ID" field.
17. Validate an error message is received "All Movements must be deleted before Client can be deleted"
18. Click [OK]
19. Close the form
20. Open form "Delete Last Movement"
21. Select [ClientA]
22. Select the admission episode from the "Episode Number" drop down list
23. Click [Submit]
24. Click [Yes] to continue
25. Validate the form submits successfully
26. Open "Client Delete" form.
27. Select [ClientA] in the "Client ID" field.
28. Click [Submit]
29. Validate the form submits successfully
30. At the home view, search for [ClientA]
31. Validate there are no results
32. Run [ReportA] to display data in the "SYSTEM.user_modelled_fam_members" table
33. Validate there is no longer a row displayed for [FamilyA] and [ClientA]

• In form "Family Registration" have a family created [FamilyA] with one or more clients added as family member's in "Family Members" section of the form.

For this test, [ClientA], [ClientB] and [ClientC] are used

1. Open form "Envelope Definition"
2. Click the [New Avatar Envelope]
3. Set the "Envelope Description" field to the desired name [EnvelopeA], for the envelope
4. Select "Family" in the "Entity Database" field
5. Click the "Yes - Is Envelope Eligible for Export" radio button
6. Click the "Yes - Always Allow Export" radio button
7. Click [Submit]
8. Validate the form files successfully
9. Open form "Table Definition"
10. At the "Select Avatar Table" prompt enter the desired table name [TableA]
11. Click the [New Avatar Table] button
12. From the "Envelope" dialog drop down list, select [EnvelopeA]
13. Populate the "Table Name" field with the desired table name [TableA]
14. Populate the "Table Description" field with the desired description of the table
15. Select the "Column Definition" section
16. Click the [Add New Item] button
17. Select "Family Member(s)" column from the "Type of Column" drop down list
18. Populate the "Column Name" field
19. Populate the "Column Description" field
20. Populate the "Column Label" field
21. Validate the "Column Definition" grid contains a row with values just populated
22. Click the [Add New Item] button
23. Select "Draft/Final (Document Routing)" column from the "Type of Column" drop down list
24. Populate the "Column Name" field
25. Populate the "Column Description" field
26. Populate the "Column Label" field
27. Validate the "Column Definition" grid contains a row with values just populated
28. Repeat step 4 for any other desired prompts to be added from the "Type of Column" drop down list
29. Validate results are as expected
30. Click [Submit]
31. Validate the form files successfully
32. Open form "Form Definition"
33. At the "Select Avatar Table" prompt enter the desired form name [FormA]
34. Click the [New Avatar Form] button
35. From the "Envelope" dialog drop down list, select [EnvelopeA]
36. Populate the "Table Name" field with the desired table name [TableA]
37. Populate the "Table Description" field with the desired description of the table
38. Select a menu location for the form from the "Menu to Place Form Under" field
39. Populate the "Form Name" field [FormA]
40. In the "Primary Table" field, select [TableA]
41. Click the "Pre-display" section
42. Select one or more pre-display columns from the "Primary Table Pre-display" column prompts
43. Click the "Section Definition" section
44. Click [Add New Item] and populate the "Section Description" field
45. Click the "Object Definition" section
46. Click [Add New Item]
47. From the "Table Column" field, select the "Family Member's" column
48. Validate the "Object Definition" grid reflect the column added
49. From the "Table Column" field, select the "Draft/Final" column
50. Validate the "Object Definition" grid reflect the column added
51. Repeat step b adding any other columns desired from the "Table Column" field
52. Validate the "Object Definition" grid reflect the columns added
53. Click [Submit]
54. Validate the form files successfully
55. Open [FormA]
56. At the "Select Family" prompt, select [FamilyA]
57. Validate the form loads successfully
58. Verify the "Family Member's" field is present and contains each client added as a family member in the set up, along with a check box next to their name.
59. Verify the "Draft/Final" field is present on the form.
60. Verify any other fields added during "Form Definition" are present on the form, as expected.
61. Select values for any desired fields on the form
62. Submit the form
63. Validate the form files successfully.

• The "Document Management Defaults" form has "Family - User Defined Family" selected in the field "Select Entity Types Allowed"
• The "Document Management Definition" form has been submitted with a "Form Name" [FName] associated to the "Family" entity in the "Entity Database" field.
• In form "Family Registration" have a family created [Family] with family members added in "Family Members" section of the form. For the test [ClientA] and [ClientB]
• Have a user modeled form [Form] created based on the "Family - User Defined Family" entity database
• [Form] contains fields from [Table] that include a "Family Member(s)" column type, a field using a "Draft/Final" column type and any other desired field types
• [Form] is enabled for document routing with form name [FName] selected in the "Select Type" field
• [User] is a staff member who has access to [Form] and [Table]
• [User] has the "My To do's" widget on their home view
• Have a report [Report], set to display data in the "SYSTEM.user_modelled_fam_members" table
• Log in as [User]

1. Access [Form]
2. In the "Select Family" prompt, select [Family]
3. Validate the "Family Member's" prompt has selections for members [ClientA] and [ClientB]
4. Click "All", to select all members
5. Populate any other desired fields on the form
6. Select "Draft" in the 'Draft/Final' field.
7. Click [Submit]
8. Validate the form files successfully
9. Run [Report] to display data in the "SYSTEM.user_modelled_fam_members" table
10. Validate there is a row displayed for [Family] and [ClientA]
11. Validate there is a row displayed for [Family] and [ClientB]
12. Access [Form]
13. In the "Select Family" prompt, select [Family]
14. In the pre-display screen, click [Edit] to select the row filed in step 1
15. Validate all fields are populated, as expected
16. Close the form
17. Access [Form]
18. In the "Select Family" prompt, select [Family]
19. In the pre-display screen, select the row filed in step1
20. Click [Delete]
21. Validate the row is removed from the pre-display
22. Run [Report] to display data in the "SYSTEM.user_modelled_fam_members" table
23. Validate the row field for [Family] and [ClientA], has been deleted
24. Validate the row field for [Family] and [ClientB], has been deleted
25. Access [Form]
26. In the "Select Family" prompt, select [Family]
27. Validate the "Family Member's" prompt has selections for members [ClientA] and [ClientB]
28. Click "All", to select all members
29. Populate any other desired fields on the form
30. Select "Final in the 'Draft/Final' field.
31. Click [Submit] and then [OK]
32. Validate the "Confirm Document" screen displays all data submitted, including clients [ClientA] and [ClientB] listed in the "Family Member's field.
33. Click [Accept and Route]
34. Enter the password for the user in the 'Password' field and click [OK].
35. At the "Route Document to" dialog, add [User] as an approver
36. Click [Submit]
37. Run [Report] to display data in the "SYSTEM.user_modelled_fam_members" table
38. Validate there is a row displayed for [Family] and [ClientA]
39. Validate there is a row displayed for [Family] and [ClientB]
40. Navigate to the "My To Do's" widget
41. Click the "New" tab
42. Validate the To Do for [Form] is present in the list
43. Validate the "Client" column indicates [Family]
44. Click [Approve Document]
45. Validate the document displays all data submitted, including clients [ClientA] and [ClientB] in the "Family Member's" field.
46. Click [Accept]
47. Validate the To Do is removed the widget, as expected
48. In the "My Clients" widget, select any one of the clients selected as a family member in submission of [Form] in step 1. For example [Client]
49. Double click on the client to open their "Chart"
50. In the "Documents" section on left side panel, click the form type [Fname], associated with [Form]
51. Locate the row listed for the document approved for [Form] in step 2
52. Click the "View" check box and then the [View] button to display the document
53. Validate the document displays all the data submitted as expected
54. Close the chart

• Have an active test client on the system [ClientA]
• In form "Family Registration" have a family created [FamilyA], with [ClientA] added as a family member in "Family Members" section of the form.
• Have a user modeled form [FormA] created based on the "Family" entity database that's enabled for document routing
• File a row for [FamilyA], selecting [ClientA] selected in the "Family Members" field and routing the document to [UserA] to create To do
• [UserA] has the "My To do's" widget on their home view
• Have a report [ReportA] created to display data in the "SYSTEM.user_modelled_fam_members" table
• [UserA] has launched [ReportA] and has logged into the system

1. Run [ReportA], to display data in the "SYSTEM.user_modelled_fam_members" table
2. Verify a data row is displayed for the row filed in the set up for [FamilyA] that includes [ClientA]
3. On the home view, validate a To do exists in the "My To do's" widget for the row filed in [FormA] in the set up
4. Open form "Delete Family"
5. Select [FamilyA]
6. Validate an error message is displayed stating "The Family has members on file. You must delete all family members in the Family Registration form prior to deleting the family"
7. Click [OK]
8. Open form "Family Registration"
9. Select [FamilyA]
10. Click the "Family Members" section
11. Select each family member row and click delete to remove the row
12. Submit the form
13. Open form "Delete Family"
14. Select [FamilyA]
15. Click [Submit]
16. At the "Delete Family" dialog, click [Yes]
17. Validate the message "Family has been Deleted" displays
18. Click [OK]
19. Open form "Delete Family"
20. Search for [FamilyA]
21. Validate [FamilyA] is not found
22. Return to the "My To Do's" widget
23. Validate a To do is no longer present for [FormA] for [ClientA]
24. Run [ReportA], to display data in the "SYSTEM.user_modelled_fam_members" table
25. Verify there are no rows displayed for [FamilyA]