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RADplus 2023 Update 117

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2016 Update 117
RADplus 2021 Update 70
RADplus 2023 Monthly Release 2023.03.01

Product Update Description

The following issues are resolved: 1) Using 'Service Documentation Corrections' to delete a row does not void associated documents. 2) Changes made to the 'Section Name' field in 'Form Designer' are not saved in myAvatar NX. 3) The 'Export Form Designer Copy' field in 'Form Designer' may be enabled in myAvatar NX when there are no changes to export.

Required Updates

None

Included Updates

2, 4, 6, 7, 8, 12, 13, 14, 20, 22, 25, 26, 29, 32, 33, 35, 41, 47, 49, 51, 55, 56, 58, 59, 61, 62, 64, 65, 71, 75, 80, 85, 86, 89, 90, 97, 97.1, 99, 101, 106

Details
NEW1 CHANGED0 FIXED2
New (1)
Form Designer - 'Section Name' field
Ensure changes made to the 'Section Name' field in 'Form Designer' are saved in Avatar NX.
Value Added: Additional support for 'Form Designer' in Avatar NX
Topics
• Form Designer • NX
 
Fixed (2)
Service Documentation Corrections - Delete Service Documentation Row
Ensure deleting rows via the 'Service Documentation Corrections' form voids the associated documents.
Topics
• Service Documentation
 
Form Designer - 'Export Form Designer Copy' button
Ensure the 'Export Form Designer Copy' button in 'Form Designer' is disabled in Avatar NX when there are no changes to export.
Topics
• Form Designer • NX
 
Acceptance Tests
AV-86769 Summary | Details
Service Documentation Corrections - Delete Service Documentation Row
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Service Documentation Corrections
Scenario 1: Service Documentation Corrections - Delete Service Documentation Row
Specific Setup:
  • A modeled form configured for 'Service Documentation' is defined (Form A).
  • Document routing is enabled for "Form A".
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access "Form A".
  2. Select "New Service" in the 'Data Row For' field.
  3. Enter the desired date in the 'Date' field.
  4. Enter the desired time in the 'Start Time' and 'End Time' fields.
  5. Populate all other required and desired fields.
  6. Select "Final" in the 'Draft/Final' field.
  7. Click [Submit].
  8. Validate a 'Confirm Document' dialog is displayed.
  9. Click [Accept].
  10. Enter the password for the logged in user and click [OK].
  11. Access the 'Clinical Document Viewer' form.
  12. Select "Individual" in the 'Select All or Individual Client' field.
  13. Select "Client A" in the 'Select Client' field.
  14. Click [Process].
  15. Validate the 'Document List' displays the document filed via "Form A" with a 'Document Status' of "Final".
  16. View the document and validate the data displays as expected.
  17. Click [Close All Documents].
  18. Validate the document is no longer displayed.
  19. Close the form.
  20. Access the 'Client Ledger' form.
  21. Select "Client A" in the 'Client ID' field.
  22. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  23. Select "Simple" in the 'Ledger Type' field.
  24. Select "Yes" in the 'Include Zero Charges' field.
  25. Click [Process].
  26. Validate the 'Client Ledger' report is displayed and contains the service filed via "Form A".
  27. Close the form.
  28. Access the 'Service Documentation Corrections' form.
  29. Select "Form A" in the 'Form' field.
  30. Select "Client A" in the 'Client ID' field.
  31. Select the corresponding episode in the 'Episode Number' field.
  32. Click [Select Row to Correct].
  33. Select the service filed in the previous steps in the 'Select Row To Correct' dialog and click [OK].
  34. Select "Delete Service Documentation Row" in the 'Correction Action' field.
  35. Validate a message is displayed stating: PLEASE NOTE: Once the data has been deleted, it cannot be recovered. Are you sure you wish to continue?
  36. Click [OK].
  37. Enter the desired value in the 'Comments' field.
  38. Select "Yes" in the 'Delete Service' field.
  39. Click [Submit] and [No] to close the form.
  40. Access the 'Clinical Document Viewer' form.
  41. Select "Individual" in the 'Select All or Individual Client' field.
  42. Select "Client A" in the 'Select Client' field.
  43. Click [Process].
  44. Validate the 'Document List' displays the document filed via "Form A" with a 'Document Status' of "Void" since the service documentation row has now been deleted.
  45. Close the form.
  46. Access the 'Client Ledger' form.
  47. Select "Client A" in the 'Client ID' field.
  48. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  49. Select "Simple" in the 'Ledger Type' field.
  50. Select "Yes" in the 'Include Zero Charges' field.
  51. Click [Process].
  52. Validate the 'Client Ledger' report is displayed and does not contain the deleted service.
  53. Close the form.
Topics
• Service Documentation
AV-90858 Summary | Details
Form Designer - 'Section Name' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (PM)
Scenario 1: Form Designer - Validate changes to the 'Section Name' field
Specific Setup:
  • Please note: this is for Avatar NX systems.
Steps
  1. Access the 'Form Designer' PM form.
  2. Select "Admission" in the 'Forms' field.
  3. Select "(Demographics)" in the 'Sections' field.
  4. Validate the 'Section Name' field contains "Demographics".
  5. Enter "Demographics Test" in the 'Section Name' field.
  6. Click [Submit].
  7. Access the 'Form Designer' PM form.
  8. Select "Admission" in the 'Forms' field.
  9. Select "Demographics Test (Demographics)" in the 'Sections' field.
  10. Validate the 'Section Name' field contains "Demographics Test".
  11. Close the form.
  12. Select any existing client and access the 'Admission' form.
  13. Select any existing episode and click [Edit].
  14. Validate the 'Demographics Test' section displays as expected.
  15. Close the form.
  16. Access the 'Form Designer' PM form.
  17. Select "Admission" in the 'Forms' field.
  18. Select "Demographics Test (Demographics)" in the 'Sections' field.
  19. Validate the 'Section Name' field contains "Demographics Test".
  20. Enter "Demographics" in the 'Section Name' field.
  21. Click [Submit].
  22. Access the 'Form Designer' PM form.
  23. Select "Admission" in the 'Forms' field.
  24. Select "(Demographics)" in the 'Sections' field.
  25. Validate the 'Section Name' field contains "Demographics".
  26. Close the form.
  27. Select any existing client and access the 'Admission' form.
  28. Select any existing episode and click [Edit].
  29. Validate the 'Demographics' section displays as expected.
  30. Close the form.
Topics
• Form Designer • NX
AV-93446 Summary | Details
Form Designer - 'Export Form Designer Copy' button
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Form Designer (CWS)
Scenario 1: Form Designer - Validate the 'Export Form Designer Copy' button is disabled when there are no changes to export
Specific Setup:
  • Please note: this is for Avatar NX systems.
  • Must have a form that does not have any 'Form Designer' changes (Form A).
Steps
  1. Access the 'Form Designer' form.
  2. Select "Form A" in the 'Forms' field.
  3. Select the desired section in the 'Sections' field.
  4. Validate the 'Export Form Designer Copy' button is disabled since there are no 'Form Designer' changes to export.
  5. Click [Show Section].
  6. Make any desired changes and click [Save].
  7. Validate a "Save layout?" dialog is displayed stating: Are you sure you wish to save your changes?
  8. Click [Yes].
  9. Validate a message is displayed stating: Form saved.
  10. Click [OK].
  11. Submit the form.
  12. Access the 'Form Designer' form.
  13. Select "Form A" in the 'Forms' field.
  14. Validate the 'Export Form Designer Copy' button is now enabled since 'Form Designer' changes are present.
  15. Click [Export Form Designer Copy].
  16. Validate a message is displayed stating: Export Complete.
  17. Click [OK] and close the form.
Topics
• Form Designer • NX