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RADplus 2023 Update 127

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2023 Monthly Release 2023.03.02

Product Update Description

The 'EHI Export' form is introduced to allow for export of electronic health information.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
'Define EHI' - 'EHI Export' Form
The 'Define Export' form has the facility to define the required forms/tables.
Value Added: The selected forms in order to obtain the data for the extract.
Topics
• EHI Export
 
Acceptance Tests
AV-93034 Summary | Details
'Define EHI' - 'EHI Export' Form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • EHI Export
  • User Definition
Scenario 1: EHI Export - Field Validations
Specific Setup:
  • User must have access to the 'EHI Export' form in 'User Definition'.
Steps
  1. Access the 'EHI Export' form.
  2. Validate the "Define EHI" section is displayed.
  3. Validate the 'Forms Included in EHI Export' field is displayed. This will contain a list of forms that file to a table that has a 'PATID' field.
  4. Validate the 'Integrated Application Assessments to Include in EHI Export' field is displayed. This will contain a list of all integrated CareFabric assessments (if configured).
  5. Validate a 'Save' button is displayed. This will be used to save the above definitions.
  6. Navigate to the "Export EHI" section.
  7. Validate a message is displayed stating: Warning: This option allows an organization to export all EHI related information in this system. This can be completed for an individual client/patient or the entire database. Additionally, users can choose a date range to only export information entered into the system during a specific time period. Please note, a complete database extract may have performance implications and should not be done during peak business hours. Additionally, users should ensure that the location they choose to export is both secured and with ample space to accommodate the extracts.
  8. Validate the 'Export the Following' field is displayed and contains the following options:
  9. 'Data and Documentation' - this will export a documentation file for all forms/assessments defined in the "Define EHI" section and files for all applicable data on file for the selected client(s).
  10. 'Data Only' - this will export files for all applicable data on file for the selected client(s) based on the forms/assessments defined in the "Define EHI" section.
  11. 'Documentation Only' - this will export a documentation file for all forms/assessments defined in the "Define EHI" section.
  12. Validate the 'Select Client' field is displayed. This gives the user the ability to export EHI for a specific client.
  13. Validate the 'Entered During Start Date' and 'Entered During End Date' fields are displayed. This gives the user the ability to export EHI for a particular date range.
  14. Validate the 'Select Export Location' field is displayed.
  15. Validate the 'Reason For Export' field is displayed.
  16. Validate the 'Process' button is displayed. This will be used to initiate the export.
  17. Close the form.
Scenario 2: EHI Export - Define EHI
Specific Setup:
  • User must have access to the 'EHI Export' form in 'User Definition'.
Steps
  1. Access the 'EHI Export' form.
  2. Validate the "Define EHI" section is displayed.
  3. Select the desired form(s) in the 'Forms Included in EHI Export' field.
  4. Select the desired assessment(s) in the 'Integrated Application Assessments to Include in EHI Export' field (if configured).
  5. Click [Save].
  6. Validate a message is displayed stating: Saved!
  7. Click [OK] and close the form.
  8. Access the 'EHI Export' form.
  9. Validate the "Define EHI" section is displayed.
  10. Validate the 'Forms Included in EHI Export' field contains the form(s) saved in the previous steps.
  11. Validate the 'Integrated Application Assessments to Include in EHI Export' field contains the assessment(s) saved in the previous steps.
  12. Close the form.
Scenario 3: EHI Export - Export Documentation Only
Specific Setup:
  • User must have access to the 'EHI Export' form in 'User Definition'.
Steps
  1. Access the 'EHI Export' form.
  2. Validate the "Define EHI" section is displayed.
  3. Select the desired form(s) in the 'Forms Included in EHI Export' field.
  4. Select the desired assessment(s) in the 'Integrated Application Assessments to Include in EHI Export' field (if configured).
  5. Click [Save].
  6. Validate a message is displayed stating: Saved!
  7. Click [OK].
  8. Navigate to the "Export EHI" section.
  9. Select "Documentation Only" in the 'Export the Following' field.
  10. Validate the 'Select Client' field becomes disabled.
  11. Validate the 'Entered During Start Date' and 'Entered During End Date' fields become disabled.
  12. Enter the desired file path in the 'Select Export Location' field.
  13. Enter the desired value in the 'Reason for Export' field.
  14. Click [Process].
  15. Validate a message is displayed stating: Export has been initiated. Once completed the contents of the export can be found in the directory: Example Directory\Folder Name
  16. Click [OK] and close the form.
  17. Navigate to the directory of the export file.
  18. Validate a 'form_documentation' file is displayed.
  19. Open the file and validate it contains all documentation for the selected forms & assessments selected in the "Define EHI" section.
  20. Close the file.
Scenario 4: EHI Export - Export Data Only
Specific Setup:
  • User must have access to the 'EHI Export' form in 'User Definition'.
  • A client is enrolled in an existing episode and has data filed in multiple forms & integrated application assessments (Client A).
  • Additional clients must be enrolled in existing episodes and have data on file in multiple forms & integrated application assessments.
Steps
  1. Access the 'EHI Export' form.
  2. Validate the "Define EHI" section is displayed.
  3. Select the desired form(s) in the 'Forms Included in EHI Export' field.
  4. Select the desired assessment(s) in the 'Integrated Application Assessments to Include in EHI Export' field (if configured).
  5. Click [Save].
  6. Validate a message is displayed stating: Saved!
  7. Click [OK].
  8. Navigate to the "Export EHI" section.
  9. Select "Data Only" in the 'Export the Following' field.
  10. Enter the desired date in the 'Entered During Start Date' field.
  11. Enter the desired date in the 'Entered During End Date' field.
  12. Enter the desired file path in the 'Select Export Location' field.
  13. Enter the desired value in the 'Reason for Export' field.
  14. Click [Process].
  15. Validate a message is displayed stating: You do not have a Client selected. Proceeding with this export will export data for ALL clients that currently exist in the database. This can result in a large amount of data being created on the myAvatar server. Are you sure that you want to proceed with this export?
  16. Click [Yes].
  17. Validate a message is displayed stating: Export has been initiated. Once completed the contents of the export can be found in the directory: Example Directory\Folder Name
  18. Click [OK].
  19. Navigate to the directory of the export file.
  20. Validate a file is displayed for each table associated to the selected forms & assessments in the "Define EHI" section.
  21. Validate each file contains the appropriate data for the selected date range.
  22. Please note: if any data files that were output contain a "^" character, it will be replaced with "\S\" in the export file. Additionally, if any data files that were output contain a new line character, it will be replaced with "\.br\." in the export file.
  23. Navigate back to the 'EHI Export' form.
  24. Validate "Data Only" is selected in the 'Export the Following' field.
  25. Validate the 'Entered During Start Date' and 'Entered During End Date' fields no longer contain a value.
  26. Select "Client A" in the 'Select Client' field.
  27. Click [Process].
  28. Validate a message is displayed stating: You do not have a date range selected. Proceeding will export all data regardless of the date it was created. This can result in a large amount of data being created on the myAvatar server. Are you sure you want to proceed with this export?
  29. Click [Yes].
  30. Validate a message is displayed stating: Export has been initiated. Once completed the contents of the export can be found in the directory: Example Directory\Folder Name
  31. Click [OK] and close the form.
  32. Navigate to the directory of the export file.
  33. Validate a file is displayed for each table associated to the selected forms & assessments in the "Define EHI" section.
  34. Validate each file contains the appropriate data for "Client A".
  35. Please note: if any data files that were output contain a "^" character, it will be replaced with "\S\" in the export file. Additionally, if any data files that were output contain a new line character, it will be replaced with "\.br\." in the export file.
Scenario 5: EHI Export - Export Data and Documentation
Specific Setup:
  • User must have access to the 'EHI Export' form in 'User Definition'.
  • A client is enrolled in an existing episode and has data filed in multiple forms & integrated application assessments (Client A).
  • Additional clients must be enrolled in existing episodes and have data on file in multiple forms & integrated application assessments.
Steps
  1. Access the 'EHI Export' form.
  2. Validate the "Define EHI" section is displayed.
  3. Select the desired form(s) in the 'Forms Included in EHI Export' field.
  4. Select the desired assessment(s) in the 'Integrated Application Assessments to Include in EHI Export' field (if configured).
  5. Click [Save].
  6. Validate a message is displayed stating: Saved!
  7. Click [OK].
  8. Navigate to the "Export EHI" section.
  9. Select "Data and Documentation" in the 'Export the Following' field.
  10. Enter the desired date in the 'Entered During Start Date' field.
  11. Enter the desired date in the 'Entered During End Date' field.
  12. Enter the desired file path in the 'Select Export Location' field.
  13. Enter the desired value in the 'Reason for Export' field.
  14. Click [Process].
  15. Validate a message is displayed stating: You do not have a Client selected. Proceeding with this export will export data for ALL clients that currently exist in the database. This can result in a large amount of data being created on the myAvatar server. Are you sure that you want to proceed with this export?
  16. Click [Yes].
  17. Validate a message is displayed stating: Export has been initiated. Once completed the contents of the export can be found in the directory: Example Directory\Folder Name
  18. Click [OK].
  19. Navigate to the directory of the export file.
  20. Validate a 'form_documentation' file is displayed.
  21. Open the file and validate it contains all documentation for the selected forms & assessments selected in the "Define EHI" section.
  22. Close the 'form_documentation' file.
  23. Validate a file is displayed for each table associated to the selected forms & assessments in the "Define EHI" section.
  24. Validate each file contains the appropriate data for the selected date range.
  25. Please note: if any data files that were output contain a "^" character, it will be replaced with "\S\" in the export file. Additionally, if any data files that were output contain a new line character, it will be replaced with "\.br\." in the export file.
  26. Navigate back to the 'EHI Export' form.
  27. Validate "Data and Documentation" is selected in the 'Export the Following' field.
  28. Validate the 'Entered During Start Date' and 'Entered During End Date' fields no longer contain a value.
  29. Select "Client A" in the 'Select Client' field.
  30. Click [Process].
  31. Validate a message is displayed stating: You do not have a date range selected. Proceeding will export all data regardless of the date it was created. This can result in a large amount of data being created on the myAvatar server. Are you sure you want to proceed with this export?
  32. Click [Yes].
  33. Validate a message is displayed stating: Export has been initiated. Once completed the contents of the export can be found in the directory: Example Directory\Folder Name
  34. Click [OK] and close the form.
  35. Navigate to the directory of the export file.
  36. Validate a 'form_documentation' file is displayed.
  37. Open the file and validate it contains all documentation for the selected forms & assessments selected in the "Define EHI" section.
  38. Close the 'form_documentation' file.
  39. Validate a file is displayed for each table associated to the selected forms & assessments in the "Define EHI" section.
  40. Validate each file contains the appropriate data for "Client A".
  41. Please note: if any data files that were output contain a "^" character, it will be replaced with "\S\" in the export file. Additionally, if any data files that were output contain a new line character, it will be replaced with "\.br\." in the export file.
Topics
• EHI Export
Table Changes
Table Column Change
SYSTEM.RADplus_ehi_assessments FACILITY Added
SYSTEM.RADplus_ehi_assessments plan_id Added
SYSTEM.RADplus_ehi_assessments name Added
SYSTEM.RADplus_ehi_forms FACILITY Added
SYSTEM.RADplus_ehi_forms application Added
SYSTEM.RADplus_ehi_forms option_identifier Added
SYSTEM.RADplus_ehi_forms description Added
SYSTEM.RADplus_ehi_audit FACILITY Added
SYSTEM.RADplus_ehi_audit PATID Added
SYSTEM.RADplus_ehi_audit start_date Added
SYSTEM.RADplus_ehi_audit end_date Added
SYSTEM.RADplus_ehi_audit export_option_code Added
SYSTEM.RADplus_ehi_audit export_option_value Added
SYSTEM.RADplus_ehi_audit forms Added
SYSTEM.RADplus_ehi_audit form_names Added
SYSTEM.RADplus_ehi_audit assessments Added
SYSTEM.RADplus_ehi_audit export_location Added
SYSTEM.RADplus_ehi_audit export_reason Added
SYSTEM.RADplus_ehi_audit data_entry_user_id Added
SYSTEM.RADplus_ehi_audit data_entry_user_name Added
SYSTEM.RADplus_ehi_audit data_entry_date Added
SYSTEM.RADplus_ehi_audit data_entry_time Added
SYSTEM.RADplus_ehi_audit data_entry_utc Added
SYSTEM.RADplus_ehi_audit completion_date Added
SYSTEM.RADplus_ehi_audit completion_time Added
SYSTEM.RADplus_ehi_audit no_patid_override Added
SYSTEM.RADplus_ehi_audit no_date_override Added
SYSTEM.RADplus_ehi_error_log FACILITY Added
SYSTEM.RADplus_ehi_error_log audit_entry Added
SYSTEM.RADplus_ehi_error_log error_message Added