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RADplus 2023 Update 107

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2021 Update 71
RADplus 2023 Monthly Release 2023.03.01
RADplus 2023 Update 42

Product Update Description

The following issues are resolved: 1) The 'Transfer Caseload' form may conflict with caseload updates from modeled forms. 2) The error '[SUBSCRIPT]displayExistingToDoItems+50^GUIWFReassignToDo', which may occur in the 'Delete/Re-Assign To Do Items' form. 3) Document routing information may not be displayed in console widgets or the client chart when the document was routed only to a supervisor.

Required Updates

None

Included Updates

10, 42, 48

Details
NEW0 CHANGED0 FIXED3
Fixed (3)
Transfer Caseload
An issue is resolved to ensure that upon form submissions of the 'Transfer Caseload' form, the user is alerted when a client caseload record did not transfer due to a lock being held by a modeled form, that is currently doing a caseload update for that client
Topics
• My Clients
 
Delete/Re-Assign To Do Items - form
An issue is resolved that could occur selecting a user in form 'Delete/Re-Assign To Do Items' form that has been sent a to do generated via the "Send To Do Notification" form KB0075367 v0.01
Topics
• Document Management
 
Document Routing - status information
An issue is resolved to ensure that document routing status information is displayed on a document when viewing the documents in "Chart" and for console widgets when viewing the document in the "Console Widget Viewer"
KB0075468 v0.01
Topics
• Document Routing
 
Acceptance Tests
AV-92433 Summary | Details
Transfer Caseload
Scenario 1: Transfer Caseload - Client transfer validations
Specific Setup:
  • In form "Caseload Type Definition", have or create caseload type [TestCasetype]. [Note: Once created, caseload type created can be added as a field in any modeled table and used to add a client to user's caseload]
  • Have or create a modeled form [TestForm] and add the caseload type field [TestCasetype] to the form
  • Have two existing clients on the system for testing: [ClientA] and [ClientB]
  • Have two users [UserA] and [UserB]
  • Both users do not currently have [ClientA] and [ClientB] in their client caseload
  • Both users have the "My Clients" widget on their home view
  • [UserA] has access to [TestForm] and form "Transfer Caseload"
Steps
  1. Log in as [UserA]
  2. Open [TestForm]
  3. Select [ClientA] for any episode [EpisodeA]
  4. Click to add a row [RowClientA]
  5. In the"Add to Caseload" field, select [UserA]
  6. Submit the form
  7. Re-open [TestForm]
  8. Select [ClientB] for any episode [EpisodeA]
  9. Click to add a row [RowClientB]
  10. In the"Add to Caseload" field, select [UserA]
  11. Submit the form
  12. Navigate to the "My Clients" widget
  13. Validate [ClientA] and [ClientB] are displayed in their "My Clients" list
  14. Open [TestForm]
  15. Select either [ClientA] or [ClientB]. For this test [ClientA] is used
  16. Select [RowClientA] for edit
  17. Validate fields are populated as expected
  18. Leaving the form open, navigate back to the home view
  19. Open form "Transfer Caseload"
  20. In the "Transfer Caseload From" field, select [UserA]
  21. In the "Caseload Assignment Type" field, select the "[TestForm]:Add to Caseload" selection
  22. In the "All or Selected Caseload Entries" field, click the "Selected" radio button
  23. Click [Select Caseload Entries]
  24. Validate the rows, [RowClientA] and [RowClientB] are present, as expected
  25. Click [Cancel]
  26. In the "All or Selected Caseload Entries" field, this time click the "All" radio button
  27. Populate the "Reason For Transfer" text field
  28. Submit the form
  29. Validate a message is displayed indicating:
  30. You are about to transfer a caseload for [ClientA] in [EpisodeA] form [UserA] to [UserB]
  31. Click the [Transfer] button
  32. Validate submission is successful and the following message is displayed:
  33. Some records were locked by another user and have not been updated
  34. [ClientB] in [EpisodeA] from [UserA] to [UserB]
  35. Click [OK]
  36. Close the form
  37. Navigate to the "My Clients" widget
  38. Validate [ClientA] is no longer present in their "My Clients" list
  39. Validate [ClientB] is still present in their "My Clients" list
  40. Log out as [UserA]
  41. Log in as [UserB]
  42. Validate [ClientA] is not present in their "My Clients" list, as expected
  43. Validate [ClientB] is present in their "My Clients" list, as expected
Topics
• My Clients
AV-92571 Summary | Details
Delete/Re-Assign To Do Items - form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Delete/Re-Assign To Do Items
  • Escalate To Do Item
Scenario 1: Delete/Re-Assign To Do's - Validations
Specific Setup:
  • [UserA] has sent a notification To Do [NoteTodoA] to [UserB] via form "Send To Do Notification"
  • [UserA] has also sent a notification to do [NoteTodoB] to [UserC] via form "Send To Do Notification"
  • [UserD] does not have any To Do's in their "My To Do's" list
  • [UserE] has two To Do items [TestToDoA] and [TestToDoB] in their "My To Do's" list, not generated via form "Send To Do Notification"
  • Log in as [UserA]
Steps
  1. Navigate to the "My ToDo's" widget and click to refresh the widget
  2. Click the "Sent & Not Received" column in the widget
  3. Validate [NoteTodoA] generated in setup that was sent to [UserB] is present
  4. Validate [NoteTodoB] generated in setup that was sent to [UserC] is present
  5. Select [NoteTodoA] and click the "Escalate" column in the widget
  6. Click the "Escalate To Do Item" link in the column
  7. In the "Escalate To Do Item" form
  8. Search for [UserD], in the "Select User" search field
  9. Click [Add User]
  10. In the "Sent To" field, click the check box for [UserD]
  11. In the "Note" field, enter a desired message for [UserD]
  12. Click [Submit]
  13. At the "To Do Sent" message dialog, click [OK]
  14. Now select the row for the to do [NoteTodoB] click the "Escalate" column
  15. Click the "Escalate To Do Item" link in the column
  16. In the "Escalate To Do Item" form
  17. Search for [UserE], in the "Select User" search field
  18. Click [Add User]
  19. In the "Sent To" field, click the check box for [UserE]
  20. In the "Note" field, enter a message for [UserE].
  21. Click [Submit]
  22. At the "To Do Sent" message dialog, click [OK]
  23. At the Home View, open form "Delete/Re-Assign To Do Items"
  24. Select "Delete" in the "Delete/Re-assign" field
  25. In the "Select User" field, select [UserD]
  26. Validate a message stating "All To-Do Items for this user have been reviewed or deleted" is displayed
  27. Click [OK]
  28. Validate there are no to do's present in the "To Do's" list box as expected, including the escalated notification [NoteToDoA] sent to [UserD] in step1, [Please Note: Any To Do's generated via "Send Notification To Do" form, are excluded from the "Delete/Re-Assign To Do Items" form]
  29. Click [OK]
  30. Select "Re-Assign" in the "Delete/Re-assign" field
  31. In the "Select User" field, select [UserD] again
  32. Validate a message stating "All To-Do Items for this user have been reviewed or deleted" is displayed again
  33. Click [OK]
  34. Validate there are no To Do's present in the "To Do's" list box as expected, including the escalated notification [NoteToDoA] sent to [UserD] in step 1.
  35. Click [OK]
  36. Select "Delete" again in the "Delete/Re-assign" field
  37. This time in the "Select User" field, select [UserE]
  38. Validate the notification to do [NoteToDoB], escalated to [UserE] in step1 is not present in the "To Do's" list box, as expected
  39. Validate [TestToDoA] and [TestToDoB] that were not generated from the "Send To Do Notification" form are present in the "To Do's" list box
  40. Select [TestToDoA] in the "To Do's" list box
  41. Enter any desired comment in the "Comment" field
  42. Submit the form and return to the form
  43. Select "Re-Assign" in the "Delete/Re-assign" field
  44. In the "Select User" field, select [UserE]
  45. Validate [TestToDoA] just deleted is not present in the "To Do's" list box.
  46. Validate the notification [NoteToDoB], escalated to [UserE] is also not present in the "To Do's" list box
  47. Validate [TestToDoB] is present in the "To Do's" list box
  48. Select [TestToDoB]
  49. In the "Select Target User" field, select any other user [UserF] to re-assign the to do to
  50. Submit the form
  51. Validate the form submits successfully
  52. Closet the form
  53. Log out as [UserA]
  54. Log in as [UserF]
  55. Navigate to the "My To Do's" list
  56. Validate the to do reassigned to [UserF] is present in their to do's list as expected
  57. Click [Review To Do Item]
  58. Validate the to do information for [TestToDoB], is displayed as expected
  59. Select the "Review" check box
  60. Submit the form
  61. Validate the To Do is removed from the "My To Do's" widget
Topics
• Document Management
AV-92660 Summary | Details
Document Routing - status information
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Treatment Plan
Scenario 1: Document Routing - Validate a document's routing "Status" displayed in "Chart" and "Console Widget Viewer"
Specific Setup:
  • [TestFormA] is a modeled form enabled for document routing
  • A console widget [WidgetA] has been created for the form in form "Console Widget Configuration"
  • [TestFormB] is a progress note form enabled for document routing
  • A console widget [WidgetB] has been created for the form in form "Console Widget Configuration"
  • [TestFormC] is a treatment plan form enabled for document routing
  • A console widget [WidgetC] has been created for the form in form "Console Widget Configuration"
  • [TestUser] has access all three widgets on their home view along with the "Console Widget Viewer" widget
  • [TestUser] has all three test forms added to their chart view
  • Have three users who are staff members:
  • [StaffA], [StaffB], and [StaffC]
  • Registry setting "Display Document Routing Status on Chart Items' has been set to "Y"
  • Log in as [TestUser]
Steps
  1. Select a client [TestClient]
  2. Open [TestFormA]
  3. Populate all the required and desired fields on the form
  4. Submit the form as "Final"
  5. Click [Accept and Rout]
  6. At the "Route to Document" screen
  7. In the "Supervisor" search field, select [StaffA]
  8. Click [Add] to add them to the list of approvers
  9. In the "Add Approver" search field, select [StaffB]
  10. Click [Add] to add them to the list of approvers
  11. In the "Add Members to Acknowledge" search field, select [StaffC]
  12. Click [Add] to add them to the list of approvers
  13. Click [Submit]
  14. Validate the form submits successfully
  15. Repeat step 1 for [TestformB] and [TestFormC]
  16. Validate results are as expected
  17. At the home view
  18. Select [TestClient] and right click to open their chart
  19. Select [TestFormA] on the left side panel
  20. Validate the row filed in step 1 is displayed
  21. Validate data is displayed as expected
  22. Scroll to the bottom of the document to the "Document Routing" section
  23. Validate the "Status" field is populated with "Pending"
  24. Validate the "Approvers" field contains
  25. [StaffA] with title "Supervisor (Pending)"
  26. [StaffB] with title "Staff (Pending)"
  27. Validate the "Acknowledgers" section contains
  28. [StaffC] (Pending Acknowledgment)
  29. Repeat step 4a selecting [TestFormB] on the left side panel
  30. Validate results are as expected
  31. Repeat step 4a selecting [TestFormC] on the left side panel
  32. Validate results are as expected
  33. Return to the home view, select [TestClient]
  34. Navigate to [WidgetA] and refresh the widget
  35. Validate the row filed in step 1 is present in the widget
  36. Click the [View] button
  37. Validate data for the row is displayed in the "Console Widget Viewer" as expected
  38. Scroll to the bottom of the document to the "Document Routing" section
  39. Validate the "Status" field is populated with "Pending"
  40. Validate the "Approvers" field contains
  41. [StaffA] with title "Supervisor (Pending)"
  42. [StaffB] with title "Staff (Pending)"
  43. Validate the "Acknowledgers" section contains
  44. [StaffC] (Pending Acknowledgment)
  45. Navigate to [WidgetB], refresh the widget and repeat step 4a for the widget
  46. Validate results are as expected
  47. Navigate to [WidgetC], refresh the widget and repeat step 4a for the widget
  48. Validate results are as expected
  49. Log out as [TestUser]
  50. Log in as [StaffA]
  51. Navigate to their "My To Do's" widget
  52. Click and approve the To Do for [TestFormA]
  53. Click and approve the To Do for [TestFormbB]
  54. Click and approve the To Do for [TestFormC]
  55. Log out as [StaffA]
  56. Log in as [StaffB]
  57. Repeat step 6 approving the To Do's
  58. Log out as [StaffB]
  59. Log in as [StaffC]
  60. Repeat step 6 approving the To Do's
  61. Log out as [StaffC]
  62. Log back in as [TestUser]
  63. At the home view
  64. Select [TestClient] and right click to open their chart
  65. Select [TestFormA] on the left side panel
  66. Validate the row filed in step 1 is displayed
  67. Validate data is displayed as expected
  68. Scroll to the bottom of the document to the "Document Routing" section
  69. Validate the "Status" field is populated with "Pending"
  70. Validate the "Approvers" field contains
  71. [StaffA] with title "Supervisor (Accepted)"
  72. [StaffB] with title "Staff (Accepted)"
  73. Validate the "Acknowledgers" section contains
  74. [StaffC] (Acknowledged)
  75. Return to the home view, select [TestClient]
  76. Navigate to [WidgetA] and refresh the widget
  77. Validate the row filed in step 1 is present in the widget
  78. Click the [View] button
  79. Validate data for the row is displayed in the "Console Widget Viewer" as expected
  80. Scroll to the bottom of the document to the "Document Routing" section
  81. Validate the "Status" field is populated with "Pending"
  82. Validate the "Approvers" field contains
  83. [StaffA] with title "Supervisor (Accepted)"
  84. [StaffB] with title "Staff (Accepted)"
  85. Validate the "Acknowledgers" section contains
  86. [StaffC] (Acknowledged)
  87. Navigate to [WidgetB], refresh the widget and repeat step 14a for the widget
  88. Validate results are as expected
  89. Navigate to [WidgetC], refresh the widget and repeat step 14a for the widget
  90. Validate results are as expected
Topics
• Document Routing