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RADplus 2023 Update 105

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2022 Update 16
RADplus 2023 Monthly Release 2023.04.00

Product Update Description

The following modifications have been made to the document management processes: 1) The document viewer page for Perceptive version 2022.01 and later is updated to remove unnecessary elements. 2) An issue where the error message "Could not locate file path property" may incorrectly display on Perceptive enabled systems is resolved. 3) Support for documents associated with the "Program" entity is added.

Required Updates

None

Included Updates

2, 4, 6, 7, 8, 12, 13, 14, 22, 25, 26, 29, 33, 35, 39, 47, 49, 52, 55, 56, 58, 59, 60, 64, 69, 71, 75, 80, 83, 85, 86, 87, 88, 89, 90, 91, 97, 97.1, 98, 101

Details
NEW2 CHANGED0 FIXED1
New (2)
Program/User Defined – Program Maintenance Entities
Program and User Defined – Program Maintenance entity types are added to document routing.
Value Added: Additional entities Program and User Defined – Program Maintenance are added for document routing
Topics
• Clinical Document Viewer • Document Capture • Document Routing • Documentation • NX • Perceptive • Program
 
Perceptive - Document Viewing
The viewing process has been improved with a change to the Document Viewer URL.
Value Added: document viewing improved
Topics
• Perceptive
 
Fixed (1)
Document Routing - Saving documents
An issue where the error message "Could not locate file path property" may incorrectly display on Perceptive enabled systems is resolved. KB0076096 v0.01
Topics
• Document Routing • Perceptive • Results
 
Acceptance Tests
AV-86634 Summary | Details
Program/User Defined – Program Maintenance Entities
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Delete Document
  • Document Management Definition
  • Entity-Based Document Capture
  • Document Routing Setup (PM)
  • Program User Defined Program Maintenance
  • Table Definition (PM)
Scenario 1: Validate the functionality of the form "Delete Document"
Specific Setup:
  • Have a client with any type document created for any episode. For example a "Document Routing" document.
Steps
  1. Open form "Delete Document":
  2. Select "Client" in the "Entity Type" field.
  3. Select "Individual" in the "Include" field.
  4. In the "Entity" field, select the client that has the document.
  5. Select the episode in the "Episode" field.
  6. Click [Form Search].
  7. Select the form name in the "Select a Form" screen.
  8. Click [OK].
  9. Click the "Select Form" drop down list.
  10. Select the row pertaining to the clients document.
  11. Click [Delete].
  12. Click [Yes], confirming the deletion.
  13. Open form "Clinical Document Viewer":
  14. Select "Individual" from the "Select All or Individual Client" field,
  15. In the "Select Client" field, select a client that had the document,
  16. Select the episode in the "Episode" field,
  17. Click [Process],
  18. Validate the row with the document that was deleted, is not present.
  19. Open the form originally used to create the deleted document:
  20. Select the row originally used to submit the document,
  21. Validate the row has been reverted to "Draft" status.
Scenario 2: Entity-Based Document Capture - Validation
Specific Setup:
  • Perceptive storage method must be utilized.
  • In the "Document Management Defaults" form, select "Program" in the "Select Entity Types to Allow" field.
  • Select a performing provider and a program for the tests.
Steps
  1. Access the 'Entity-Based Document Capture' form.
  2. Select "Performing Provider" in the 'Entity Type' field.
  3. Enter the desired performing provider in the 'Entity' field in the format of "LAST,FIRST".
  4. Validate the 'Results' field displays the performing provider and select it.
  5. Click [Launch POS Capture].
  6. Import in a document saved as a file on the server.
  7. Validate the document renders on screen.
  8. Select the desired value in the 'Document Type' field.
  9. Enter the desired value in the 'Document Description' field.
  10. Click [Save].
  11. Validate that messages display indicating the document was successfully saved.
  12. Close the form.
  13. Access the 'Clinical Document Viewer' form.
  14. Select "Performing Provider" in the 'Entity' field.
  15. Select "Individual" in the 'Select All or Individual Performing Provider' field.
  16. Select the performing provider from the previous steps in the 'Select Performing Provider' field.
  17. Click [Process].
  18. Validate a row was added for the document that was just saved.
  19. View the document to validate it displays as it was captured.
  20. Close the form.
  21. Access the 'Entity-Based Document Capture' form.
  22. Select "Program" in the 'Entity Type' field.
  23. Enter the desired program in the 'Entity' field.
  24. Validate the 'Results' field displays the program and select it.
  25. Click [Launch POS Capture].
  26. Import in a document saved as a file on the server.
  27. Validate the document renders on screen.
  28. Select the desired value in the 'Document Type' field.
  29. Enter the desired value in the 'Document Description' field.
  30. Click [Save].
  31. Validate that messages display indicating the document was successfully saved.
  32. Close the form.
  33. Access the 'Clinical Document Viewer' form.
  34. Select "Program" in the 'Entity' field.
  35. Select "Individual" in the 'Select All or Individual Performing Program' field.
  36. Select the program from the previous steps.
  37. Click [Process].
  38. Validate a row was added for the document that was just saved.
  39. View the document to validate it displays as it was captured.
  40. Close the form.
Scenario 3: Clinical Document Viewer - "Void & Copy" documents
Specific Setup:
  • Perceptive is enabled.
  • In "User Definition", validate user has permissions to void documents.
  • The entity being tested must have imported or scanned documents on file.
Steps
  1. Access the 'Clinical Document Viewer' form.
  2. Select the desired entity in the "Entity Type field".
  3. Select "Individual" in the 'Select All or Individual' entity field.
  4. Select the desired entity (Client ID, Staff ID, Family ID, etc).
  5. Click [Process].
  6. Select a document and view it.
  7. Click [Void] and then [Void & Copy].
  8. Validate 'Form Type' & 'Change Description' displays as expected for the selected document.
  9. Select a target entity to copy the document to.
  10. If the entity is a client, select the desired episode in the 'Select Episode' field.
  11. Click [Void].
  12. Validate the document list now has a Status of "Void" for the original document.
  13. Select the "Search" section.
  14. Select the target entity.
  15. Click [Process].
  16. Validate the copied document is now in the document list for this entity.
  17. View the copied document and validate it displays as expected.
  18. Click [Void] and then [Void & Copy].
  19. Validate 'Form Type' & 'Change Description' displays as expected for the selected document.
  20. Click [Cancel Void].
  21. Click [Close All Documents].
  22. Select the "Search" section.
  23. Click [Close].
Scenario 4: Clinical Document Viewer - "Void" documents
Specific Setup:
  • Perceptive is enabled.
  • User has permissions to void documents.
  • A client must have non-routed documents on file in the 'Clinical Document Viewer' (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer'.
Steps
  1. Access the 'Clinical Document Viewer' form.
  2. Select "Individual" in the 'Select All or Individual Client' field.
  3. Select "Client A" in the 'Select Client' field.
  4. Click [Process].
  5. Select any non-routed document and view it.
  6. Click [Void] and [Void] again.
  7. Select the desired value in the 'Void Reason' field.
  8. Enter the desired value in the 'Void Comments' field.
  9. Click [Void] and [Close All Documents].
  10. Select the "Search" section.
  11. Click [Close].
  12. Select "Client A" and navigate to the 'All Documents' view.
  13. Validate the documents is present in the 'All Documents' widget with a 'Document Status' of "Void".
  14. Select the document.
  15. Validate the document displays with "Voided" in the 'Console Widget Viewer'.
Scenario 5: Program Entity - Validation
Specific Setup:
  • Using the "Document Management Defaults" form, select "Program" in the "Select Entity Types Allowed" field.
  • Using the "Document Management Definition" form, add a new form for the "Program" entity.
Steps
  1. Open the "Entity-Based Document Capture" form.
  2. Scan a document and set the "Document Type" to "Program".
  3. Save the document.
  4. Import a document and set the "Document Type" to "Program".
  5. Open the "Clinical Document Viewer" form.
  6. Set "Select Type" to "Program".
  7. Elect "All" or "Individual" programs.
  8. Locate the documents that were just scanned/imported.
  9. Validate the document displays.
  10. Validate the document prints.
Scenario 6: Program User Defined Program Maintenance entity - Create Modeled Form
Specific Setup:
  • Create a user modeled form for the "Program User Defined Program Maintenance" entity.
  • Using "Envelope Definition", create a new envelope for the user modeled form.
  • Using "Table Definition", create a table that also includes a "Draft/Final (Document Routing)" field.
  • Using "Form Definition", define the user modeled form.
  • Refresh menus.
  • Using "Document Routing Setup", enable document routing for the user modeled form.
  • Using "Document Management Definition", create a new form for the "Program User Defined Program Maintenance".
Steps
  1. Open the user modeled form created for this test.
  2. Populate the form and mark the "Draft/Final" as "Draft".
  3. Route the document to an approver.
  4. Log in as the approver.
  5. Navigate to the "ToDo" widget.
  6. Approve the document.
  7. Open "Clinical Document Viewer".
  8. Locate the document that was just finalized.
  9. View the document and validate it displays as it was stored.
  10. Print the document and validate it prints as it displays.
Scenario 7: Program User Defined Program Maintenance Entity - Validation
Specific Setup:
  • Using "Document Management Defaults", define "Program - User Defined Program Maintenance" and "Program" entity types.
  • Using "Document Management Definition", define forms for the "Program" entity and "Program User Defined Program Maintenance" entities.
  • Create a user modeled form for the "Program User Defined Program Maintenance" entity.
  • Using "Envelope Definition", create a new envelope for the user modeled form.
  • Using "Table Definition", create a table that also includes a "Draft/Final (Document Routing)" field.
  • Using "Form Definition", define the user modeled form.
  • Refresh menus.
  • Using "Document Routing Setup", enable document routing for the user modeled form.
Steps
  1. Open the user modeled form created for this test.
  2. Populate the form and mark the "Draft/Final" as "Draft".
  3. Route the document to an approver.
  4. Log in as the approver.
  5. Navigate to the "ToDo" widget.
  6. Approve the document.
  7. Open "Clinical Document Viewer".
  8. Locate the document that was just finalized.
  9. View the document and validate it displays as it was stored.
  10. Print the document and validate it prints as it displays.
Topics
• Clinical Document Viewer • Document Capture • Document Routing • Documentation • NX • Perceptive • Program
AV-91328 Summary | Details
Perceptive - Document Viewing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Chart Review
  • Document Capture
  • Client Document Capture
  • Clinical Document Viewer
Scenario 1: Client Document Capture - Validation
Specific Setup:
  • Perceptive storage method must be utilized.
  • A client must be enrolled in an existing episode (Client A).
  • A document must exist for import.
Steps
  1. Access the 'Client Document Capture' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Select any episode for the 'Episode Number' field.
  4. Click [Launch POS Capture].
  5. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
  6. Click [Import].
  7. Validate the 'Document Capture' opens in a new window.
  8. Select any value in the 'Document Type' field.
  9. Enter any value in the 'Document Description' field.
  10. Click [Capture] and [Browse].
  11. Locate the file to be imported and click [Open] and [Done].
  12. Validate the image displays.
  13. Click [Save].
  14. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
  15. Close the form.
  16. Access the undocked 'Clinical Document Viewer' form.
  17. Validate the form opens in a new window.
  18. Select "Client" in the 'Select Type' field.
  19. Select "Individual" in the 'Select All or Individual Client' field.
  20. Enter "Client A" in the 'Select Client' field.
  21. Select the episode from the previous steps in the 'Episode' field.
  22. Click [Process].
  23. Locate and select the document that was saved in the previous steps.
  24. Validate the image displays.
  25. Click [Close All Documents], [Search] and [Close].
Scenario 2: Validate Document Capture - Import Episodic
Specific Setup:
  • Perceptive must be installed and enabled.
Steps
  1. Select a client from "myClients" or from the Client search.
  2. Open the client's dashboard.
  3. Using "Document Capture", scan or import in a document.
  4. Select the desired episode to assign the document to.
  5. Validate the correct Episode displays in the "Document Properties" pane.
  6. Capture and save the document.
  7. View the document using "Clinical Document Viewer" or the Chart to ensure it has the correct episode designation and that it displays.
Scenario 3: Chart Review - Document Capture - Scan Non-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 it was non-episodic.
  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 4: Client Chart - Document Capture - Import 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. Import a document and select 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 imported.
  11. Print the document and validate it prints as it was imported.
  12. Close the forms.
Scenario 5: Chart Review - 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 6: 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.
Topics
• Perceptive
AV-92695 Summary | Details
Document Routing - Saving documents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Results Importing
  • View Results
  • Document Routing Setup (PM)
  • Progress Notes (Group and Individual)
Scenario 1: Import Lab Result
Specific Setup:
  • A Results file for importing must be obtained/created for use in testing.
  • This results file should have a facility that matches the facility in the MSH segment.
  • This results file should have a client ID in the PID segment that matches up to a client in the system the test is to be performed in.
  • This results file should be in a .txt format.
  • Place this file on the cache server and note the path name where it's stored.
Steps
  1. Using the "Results Importing" form
  2. Import the file designated in setup by setting "File Path For Import" to the file path name.
  3. Open the "View Results" form.
  4. Validate you can view the result that was just imported.
Scenario 2: Progress Notes (Group and Individual) - Document Routing with Crystal Report Template
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Document routing must be enabled for the 'Progress Notes (Group and Individual)' form with the following:
  • "Yes" selected in the 'Use Crystal Report Template' field.
  • A crystal report template selected in the 'Crystal Report' field.
  • User must have the 'My To Do's' widget and 'All Documents' widget accessible on their home view.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "New Service" in the 'Progress Note For' field.
  5. Populate all other required and desired fields.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit Note].
  8. Validate the "Confirm Document" dialog is displayed with the crystal report template.
  9. Click [Sign and Route].
  10. Select the practitioner associated to the logged in user in the 'Supervisor' field.
  11. Click [Submit].
  12. Enter the password associated to the logged in user and click [Verify].
  13. Validate a message is displayed stating: Note Filed.
  14. Click [OK] and close the form.
  15. Navigate to the 'My To Do's' widget.
  16. Click [Documents To Sign].
  17. Validate a To-Do is displayed for the progress note filed in the previous steps.
  18. Click [Review].
  19. Validate the 'Document Preview' displays the crystal report template.
  20. Click [Accept] and [Sign].
  21. Enter the password associated to the logged in user and click [Verify].
  22. Validate the To-Do is no longer displayed.
  23. Click [Close].
  24. Select "Client A" and navigate to the 'All Documents'' widget.
  25. Click [Refresh].
  26. Validate the progress note is displayed and select it.
  27. Validate the 'Console Widget Viewer' displays the crystal report template.
  28. Click [Close All].
Topics
• Document Routing • Perceptive • Results