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RADplus 2023 Update 101

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2018 Update 153
RADplus 2021 Update 116
RADplus 2021 Update 137
RADplus 2023 Monthly Release 2023.03.01

Product Update Description

The following issues are resolved: 1) Adding or removing clients with the enhanced caseload menu may not function as expected. 2) Fields added with 'Site Specific Section Modeling' may incorrectly default from previous values. 3) Warning messages may not be displayed when approving a document from the NX 'My To Dos' widget. In addition, the performance of several metric calculations is improved.

Required Updates

None

Included Updates

2, 4, 6, 7, 8, 12, 13, 14, 22, 25, 26, 29, 33, 35, 47, 49, 55, 56, 58, 59, 64, 71, 75, 80, 85, 86, 89, 90, 97, 97.1

Details
NEW1 CHANGED0 FIXED3
New (1)
Guardiant - progress note metrics
Cache internal processing time performance when calculating progress note metrics is improved.
Value Added: Provides faster processing of metrics that are sent to Guardiant
Topics
• Guardiant
 
Fixed (3)
User Caseload - Add/Remove
An issue is resolved to ensure the clients can be added or removed from a user's caseload successfully, when using the enhanced caseload menu functionality. KB0074357 v0.01
Topics
• My Clients
 
Site Specific Section Modeling - field values
An issue is resolved where fields added with 'Site Specific Section Modeling' had incorrectly defaulted from previous values.
Topics
• Site Specific Section Modeling
 
My To Do's widget
RADplus is updated to ensure that unexpected errors that may occur when signing and finalizing a document from the "My To Do's" widget in Avatar NX, can be displayed.
Topics
• Document Routing • My To Do's
 
Acceptance Tests
AV-90162 Summary | Details
User Caseload - Add/Remove
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Discharge
Scenario 1: Enhanced Caseload Menu Functionality - Validate adding and removing clients from a user's caseload
Specific Setup:
  • Registry setting "Enable enhanced caseload management from the 'Clients and Data' widget" is enabled:
  • In the registry setting, have a user role [TestRoleA] submitted with access to this functionality.
  • [TestUserA] is assigned to [TestRoleA] in form "User Definition".
  • [TestUserB] is 'not' assigned to [TestRoleA] in form "User Definition".
  • Both users have the "My Clients" widget on their home view and have other clients already on their caseload present in the widget.
  • [TestUserA] has access to forms "Registry Settings" and "Discharge".
  • Log in as [TestUserB].
Steps
  1. At the home view:
  2. Navigate to the "My Clients" widget:
  3. Search for [ClientA], and select the client.
  4. Right-click on the client in the "Recent Clients" list:
  5. Validate there is no option to add the client to the caseload as expected, as the user is not assigned to the user role enabled with this functionality, in the setup.
  6. Select any existing client in the user's caseload:
  7. Right-click on the client.
  8. Validate there is no option to remove the client from their caseload as expected, as the user is not assigned to the user role enabled with this functionality, in the setup.
  9. Log out as [TestUserB].
  10. Log in as [TestUserA].
  11. At the home view:
  12. Navigate to the "My Clients" widget:
  13. Search for [ClientA] and select the client:
  14. In the "Recent Clients" list, right-click on the client.
  15. Validate "Add to Caseload" is a selection.
  16. Click 'Add to Caseload'.
  17. Validate the [ClientA] is added to the users "My Clients" list in the widget.
  18. Search for [ClientB]:
  19. Validate the [ClientB] is added to the users "My Clients" list in the widget.
  20. Navigate back to the "My Clients" widget.
  21. In the "My Clients" list:
  22. Right-click on [ClientA] a click "Remove form Caseload".
  23. Validate the [ClienA] is removed from to the users "My Clients" list in the widget.
  24. Right-click on the [ClientB] and click "Add to Caseload".
  25. Validate the [ClientB] is removed from the users "My Clients" list in the widget.
  26. Repeat step 4a to add [ClientA] and [ClientB] to client caseload again for [TestUserA].
  27. Open form "Discharge":
  28. Select [ClientB].
  29. Populate the required fields on the form.
  30. Submit the form.
  31. Validate the form files successfully.
  32. Navigate back to the "My Clients" widget:
  33. Right-click on [ClientB] the client discharged and click "Remove form Caseload".
  34. Validate the [ClientB] is removed from to the users "My Clients" list in the widget.
  35. Right-click on the [ClientA] and click "Remove to Caseload".
  36. Validate the [ClientA] is removed from the users "My Clients" list in the widget.
Topics
• My Clients
AV-92177 Summary | Details
Site Specific Section Modeling - field values
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Service Authorization
Scenario 1: Validate values in "Site Specific" fields after adding or deleting a row in a form
Specific Setup:
  • Have a form [TestForm] that has a "Site Specific" section enabled in the form, via "Site Specific Section Modeling".
  • For this test, the "Service Authorization" form is used
  • Using the "Site Specific Section Modeling" enable one or more site specific fields on the site specific section.
Steps
  1. Open [TestForm]:
  2. Select any client [TestClient]:
  3. Click to add a new row [Row1]:
  4. Navigate to the site specific section.
  5. Populate the fields on that section with any desired values.
  6. Populate any desired fields on other sections of the form.
  7. Submit the form.
  8. Return to [TestForm]:
  9. Select [TestClient]:
  10. At the "Pre-Display" screen, select [Row1].
  11. Navigate to the site specific section.
  12. Validate the site specific fields are populated as expected.
  13. Validate any fields populated in step 1, are populated as expected.
  14. Close the form.
  15. Repeat step 1, adding a new row [Row2], and submitting the form.
  16. Repeat step 2, editing [Row2].
  17. Validate data results are as expected.
  18. Close the form.
  19. Return to [TestForm].
  20. Select [TestClient]:
  21. At the pre-display, select either [Row1] or [Row2] to be deleted. For this test, [Row1] is selected:
  22. Click [Delete].
  23. Validate [Row1] is removed from the pre-display row selection list.
  24. Click to [Add] a new row, [Row3].
  25. Navigate to the site specific section.
  26. Validate all site specific fields on the section are not populated, as expected.
  27. Populate the desired fields on the section.
  28. Navigate to any other desired section of the form.
  29. Populate the desired fields on that section.
  30. Submit the form.
  31. Return to [TestForm].
  32. Select [TestClient]:
  33. At the pre-display screen:
  34. Validate the [Row1] is not present as expected.
  35. Validate that [Row2] is present.
  36. Validate [Row3] is present:
  37. Click [Edit] to edit the row.
  38. Navigate to the site specific section:
  39. Validate the site specific fields are populated as expected.
  40. Navigate to the other sections of the form.
  41. Validate fields are populated as expected.
Topics
• Site Specific Section Modeling
AV-92181 Summary | Details
My To Do's widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Document Viewer
Scenario 1: "My To Do' s" widget - Validate approving "Progress Note" Appointment To Do's
Specific Setup:
  • Have two existing appointments [TestApptA] and [TestApptB] scheduled for staff member [TestStaff] with client [TestClient].
  • Using any progress note form [TestForm] enabled for document routing:
  • Submit a row for any client [DocClient], selecting the existing appointment [TestApptA] and route the document to [TestStaff].
  • Submit a second row for [DocClient], selecting the existing appointment [TestApptB] and also route the document to [TestStaff]
  • In form "Scheduling Calendar", navigate to the appointment [TestApptA] in the grid.
  • Right-click on the appointment and either delete or reschedule the appointment to a new date and time
  • [TestStaff] has the "My To Do's" widget on their home view.
  • Log in as [TestStaff].
Steps
  1. Log in as [TestStaff].
  2. Navigate to the "My To Do's" widget.
  3. Locate the "To Do" sent for [TestApptA].
  4. Click to review the To Do.
  5. Validate the document [DocA] is displayed as expected.
  6. Click to "Accept" and then "Sign" the To Do.
  7. Validate submission is successful.
  8. Validate the To Do is removed from the To Do's list.
  9. Locate the "To Do" sent for [TestApptB].
  10. Click to review the To Do..
  11. Validate the document [DocB] is displayed as expected
  12. Click to "Accept" and then "Sign" the To Do.
  13. Validate submission is successful.
  14. Validate the To Do is removed from the To Do's list.
  15. Open form "Clinical Document Viewer".
  16. Select [TestClient].
  17. Click to display all documents.
  18. Select [DocA].
  19. Click [View].
  20. Validate the document is displayed as expected.
  21. Close the document.
  22. Select [DocA].
  23. Click [View].
  24. Validate the document is displayed as expected.
  25. Close the document.
Topics
• Document Routing • My To Do's
AV-92191 Summary | Details
Guardiant - progress note metrics
Scenario 1: Validate "Guardiant" (Internal) Metric processing time performance
Steps
  1. Internal Testing Only
Topics
• Guardiant