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RADplus 2023 Update 106

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2023 Monthly Release 2023.03.00
RADplus 2023 Update 65

Product Update Description

The following changes are made: 1) Running a Perceptive sync on the master facility will now push Document Management categories and form types to all connected Perceptive-enabled facilities. 2) A Perceptive sync will not run when filing the 'Document Management Default' form if the test connection to Perceptive fails. 3) Printing document images from the 'Clinical Document Viewer' will no longer result in a blank screen on Perceptive version 7.7 and higher. 4) The 'Append Document' and 'Add Non-User Signature' forms will no longer erroneously ask for approval comments.

Required Updates

None

Included Updates

2, 4, 6, 7, 12, 13, 14, 22, 25, 26, 29, 33, 35, 47, 49, 55, 56, 58, 59, 64, 65, 71, 75, 80, 85, 86, 89, 90, 97, 97.1

Details
NEW1 CHANGED1 FIXED1
New (1)
Document Management Defaults - Perceptive synchronization streamlined.
Running a Perceptive sync on the master facility will now push document management categories and form types to all connected Perceptive-enabled facilities. Additionally, a Perceptive sync will not run when filing the 'Document Management Default' form if the test connection to Perceptive fails.
Value Added: Streamlining the perceptive synchronization process.
Topics
• Document Management • NX
 
Changed (1)
Append Document - Approval Comments omitted from workflow
The 'Append Document' and 'Add Non-User Signature' forms will no longer ask for approval comments.
Value Added: Append Document - Repetitive approval comments are removed from the workflow
Topics
• Add Non-User Signature • Envelope Import • Progress Notes (Group And Individual)
 
Fixed (1)
Clinical Document Viewer - Printing Perceptive documents
An issue is resolved where Perceptive 7.7 enabled environments may have an issue with printing documents KB0075378 v0.01
Topics
• Document Scan/Import • Perceptive
 
Acceptance Tests
AV-89349 Summary | Details
Append Document - Approval Comments omitted from workflow
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • ModeledForm
  • Add Non-User Signature (PM)
  • Progress Notes (Group and Individual) 6
Scenario 1: Progress Notes (Group and Individual) - Validate Approval Comment
Specific Setup:
  • Define additional Avatar users to be as document approvers for the purposed of document routing.
Steps
  1. Open "Document Routing Setup" form.
  2. Select the "Progress Notes (Group and Individual)" form.
  3. Set "Enable Document routing" field to "Yes".
  4. Set "Allow Comments During Approval" to "Yes".
  5. Click "Submit" to file the data.
  6. Open the "Progress Notes (Group and Individual)" form.
  7. File the form in draft mode.
  8. Retrieve the drafted form.
  9. Finalize the form by setting the "Draft/Final" field to "Final".
  10. Submit the form.
  11. Click "Accept".
  12. Provide the password.
  13. When prompted, provide the "Approval Comments".
  14. Open the "Clinical Document Viewer" form.
  15. Locate and view the document that was just filed.
  16. Validate that the document includes the authors Approval Comments in the signature area of the document.
  17. Open the "System Management Portal".
  18. Using SQL, execute the following query: SELECT * from DocR.comments
  19. Validate that a row has been added to the table.
  20. Open the "Progress Notes (Group and Individual)" form. File the form in draft mode.
  21. Retrieve the drafted form.
  22. Finalize the form by setting the "Draft/Final" field to "Final".
  23. Submit the form.
  24. Click "Accept and Route".
  25. Provide the password.
  26. Indicate who the approver(s) are.
  27. To Do's are sent to the approver(s).
  28. Log into Avatar using the User ID of an additional approver.
  29. Select the To Do the "My To Do" widget.
  30. Click "Accept" to approve the form.
  31. Enter the "Approval Comments".
  32. Log into Avatar using the User ID of an additional approver.
  33. Select the To Do the "My To Do" widget.
  34. Click "Accept" to approve the form.
  35. Enter the "Approval Comments" for this approver.
  36. Open the "Clinical Document Viewer" form.
  37. Locate and view the document that was just filed.
  38. Validate that the document includes the approver(s) Approval Comments in the signature area of the document.
  39. Open the "System Management Portal".
  40. Using SQL, execute the following query: SELECT * from DocR.comments
  41. Validate that a row has been added for each "Approval Comment" entered.
Scenario 2: Append Documents
Specific Setup:
  • Create a user modeled form in the PM namespace.
  • This form must contain a "Draft/Final" field.
  • Using "Document Routing Setup"
  • Enable document routing for the user modeled form.
  • Click "Yes" in the "Allow Approval Comments" field.
  • Refresh the menus.
  • Select or admit client to be used as test client into any valid program.
Steps
  1. Open the user modeled form.
  2. Fill out all required/desired fields.
  3. Click "Final" in the "Draft/Final" field.
  4. Click "Submit" button.
  5. Click "Sign" button'.
  6. Provider the user's password.
  7. Fill in the "Approval Comments" field.
  8. Open the "Clinical Document Viewer" form.
  9. Validate the document that was just saved displays as it was recorded.
  10. Open the "Append Document" form.
  11. Select the document that was just saved.
  12. Display the document to validate the signature line and approval comments are listed.
  13. Enter the text to be appended to the document.
  14. Click "Sign".
  15. Provide the user's password.
  16. Open the "Clinical Document Viewer" form.
  17. Validate the document that was just saved displays as it was recorded.
Scenario 3: Add Non-User Signature - Form Validation
Specific Setup:
  • Using the "Document Routing Setup" form
  • Enabled document routing for any progress note form.
  • Create a user modeled form in the PM namespace.
  • This form must contain a "Draft/Final" field.
  • Using "Document Routing Setup"
  • Enable document routing for the user modeled form.
  • Click "Yes" in the "Allow Approval Comments" field.
  • Refresh the menus.
  • Select or admit client to be used as test client into any valid program.
Steps
  1. Open the progress note form from the Setup section.
  2. Fill out and finalize a progress note.
  3. Click "Accept" and provide the password.
  4. Open the "Add Non-User Signature" form.
  5. Select the progress note that was filed in the previous step.
  6. Add text to the "Comments" field.
  7. Submit to file.
  8. Open the "Clinical Document Viewer" form.
  9. Bring up the document the non-user signature was added to.
  10. Validate the document displays as it was recorded along with the non-user signature line.
  11. Open the user modeled form.
  12. Fill out all required/desired fields.
  13. Click "Final" in the "Draft/Final" field.
  14. Click "Submit" button.
  15. Click "Sign" button'.
  16. Provider the user's password.
  17. Fill in the "Approval Comments" field.
  18. Open the "Clinical Document Viewer" form.
  19. Validate the document that was just saved displays as it was recorded.
  20. Open the "Add Non-User Signature" form.
  21. Select the document that was just saved.
  22. Display the document to validate the signature line and approval comments are listed.
  23. Enter the text in the "Comments" field.
  24. Click "Accept".
  25. Provide the user's password.
  26. Open the "Clinical Document Viewer" form.
  27. Validate the document that was just saved displays as it was recorded.
Topics
• Add Non-User Signature • Envelope Import • Progress Notes (Group And Individual)
AV-92318 Summary | Details
Document Management Defaults - Perceptive synchronization streamlined.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Management Definition
  • Client Document Capture
  • Clinical Document Viewer
  • Document Capture
  • Document Capture Window
Scenario 1: Validate form "Document Management Definition"
Steps
  1. Open "Document Management Definition" form.
  2. Click [Select Form].
  3. Click [Add New].
  4. Populate the "Form Name" field.
  5. Select the desired form type in the "Form Type" field.
  6. Select the desired entity in the "Entity" field.
  7. Populate any other desired fields in the "Form" section.
  8. Click the [Categories] section.
  9. Click [Select Categories].
  10. Select the desired category from the selection list.
  11. Click [OK].
  12. Click the [Display] section.
  13. Select the desired selections form the "Forms to Display" box.
  14. Click the [Reports] section.
  15. Click any to launch any desired report, for example the "Display Form Report".
  16. Validate the "Document Management Form Report" is displayed.
  17. Close the report.
  18. Click back to the [Form] section.
  19. Click [File].
  20. Validate the form files successfully.
  21. Click [Select Form].
  22. Select the form just submitted in step 5.
  23. Validate all fields populated in steps 1 thru 5, are populated as expected.
  24. Click back to the [Form] section.
  25. Click [Delete].
  26. Click [Yes] to accept the deletion.
  27. Click [Select Form].
  28. Validate the form that was deleted in step 7, is no longer present in the list.
  29. Click [Select Form].
  30. Select the form "Inbox Attachments".
  31. Click [Delete]
  32. Validate message "This form is attached to Perceptive functionality text contains "This form is attached to Perceptive functionality that is required by other parts of the system, deleting is not allowed".
  33. Click [OK].
  34. Click [Select Form].
  35. Select the form "Results Document".
  36. Click [Delete].
  37. Validate message "This form is attached to Perceptive functionality text contains "This form is attached to Perceptive functionality that is required by other parts of the system, deleting is not allowed".
  38. Click [OK].
  39. Close the form.
Scenario 2: Document Management Defaults - Perceptive Synchronization Options field
Steps

Internal Testing Only

Scenario 3: Document Management Definition - Perceptive Syncing Form Definitions in Multiple Server environment
Specific Setup:
  • To be tested in a multiple server environment that has multiple root system codes.
  • Using the "Document Management Definition" form:
  • Identify a form that exists in all system codes.
Steps
  1. Using the "Document Management Definition" form:
  2. Edit the existing form identified as existing in all root system codes.
  3. File the form.
  4. Open the "Client Document Capture" form.
  5. Scan or import a document.
  6. Select the form edited in "Document Management Definition".
  7. Scan or import the document.
  8. Using "Clinical Document Viewer", select the test client.
  9. Validate the document that was just filed for the form that exists in all root system codes displays as it was previously filed.
Topics
• Document Management • NX
AV-92438 Summary | Details
Clinical Document Viewer - Printing Perceptive documents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Batch Capture and Indexing
  • Chart Review
  • Clinical Document Viewer
Scenario 1: Perceptive scan, import, print,view - JxBrowser enabled
Specific Setup:
  • Perceptive storage method must be utilized.
Steps
  1. Open the "Batch Capture and Indexing" form.
  2. Click "Capture".
  3. Select "Scanner" as the "Source".
  4. Scan in a document.
  5. Validate that the document capture opens in a window within Avatar and not as an Internet Explorer window.
  6. Close the batch by selecting "Send to" and sent it to the Batch Validate queue.
  7. Open the Avatar Batch Validate queue.
  8. Open the batch that was just scanned in.
  9. Click "Submit" to save the document to Avatar.
  10. Open the "Batch Capture and Indexing" form.
  11. Click "Capture".
  12. Select "File" as the "Source".
  13. Browse to the location of the file to be imported.
  14. Import the file.
  15. Validate that the document capture opens in a window within Avatar and not as an Internet Explorer window.
  16. Close the batch by selecting "Send to" and sent it to the Batch Validate queue.
  17. Open the Avatar Batch Validate queue.
  18. Open the batch that was just scanned in.
  19. Click "Submit" to save the document to Avatar.
  20. Close the form.
  21. Open the "Chart Review" form.
  22. Select the test client.
  23. Navigate to the category/section that the documents were scanned/imported into.
  24. View the scanned document.
  25. Click "Print".
  26. Validate that the print window opens in Avatar and not in Internet Explorer.
  27. Print the document.
  28. View the imported document.
  29. Click "Print".
  30. Validate that the print window opens in Avatar and not in Internet Explorer
  31. Print the document.
  32. Select the "Document Capture" link in the "Chart Review" form.
  33. Select "Capture".
  34. Select "Scanner" as the "Source".
  35. Scan in a document.
  36. Validate that the capture window opens in Avatar and not in Internet Explorer.
  37. Save the document to Avatar.
  38. Select the "Document Capture" link in the "Chart Review" form.
  39. Select "Capture".
  40. Select "Filer" as the "Source".
  41. Browse to the location on server of the file to be imported.
  42. Import a document.
  43. Validate that the capture window opens in Avatar and not in Internet Explorer.
  44. Save the document to Avatar.
  45. Navigate to the section that the items scanned/imported in with "Chart Review" are stored.
  46. Open the scanned document.
  47. Click "Print".
  48. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  49. Print the document.
  50. Open the imported document.
  51. Click "Print".
  52. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  53. Print the document.
  54. Open "Batch Capture and Indexing".
  55. Scan in a large multi page document.
  56. Open "Clinical Document Viewer".
  57. Open the large document.
  58. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  59. Click "Print".
  60. Validate that the document displays in an Avatar popup and not an Internet Explorer popup.
  61. Print the document.
Scenario 2: Perceptive Individual Scanning/Importing/Viewing/Printing through Chart Review
Specific Setup:
  • Perceptive storage method must be utilized.
Steps
  1. Open the "Chart Review" form.
  2. Select the desired client and episode.
  3. Open the "Document Capture" form within Chart.
  4. Scan a document.
  5. Assign the document to a particular "Document Type".
  6. Save the document.
  7. Import a document.
  8. Assign the document to a particular "Document Type".
  9. Save the document.
  10. Navigate to the section designated by the "Document Type" the document was saved under.
  11. Navigate to the "Episode" tab.
  12. Open the document(s).
  13. Validate the document(s) can be viewed and display as scanned.
  14. Validate the document(s) can be printed and display as scanned.
  15. Close the document.
  16. Open the "Clinical Document Viewer".
  17. Select the desired client and episode.
  18. Locate the document(s) that were just scanned in or imported.
  19. Validate the document(s) can be viewed and display as scanned.
  20. Validate the document(s) can be printed and display as scanned.
  21. Close the form.
Topics
• Document Scan/Import • Perceptive