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RADplus 2023 Update 136

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

Avatar CWS 2023 Update 93
RADplus 2023 Monthly Release 2023.04.00

Product Update Description

The 'Clinical Document Viewer' will show date-sorted dates and service documentation service dates in the 'Service Date' field.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Clinical Document Viewer - Service Date
The 'Clinical Document Viewer' will show date-sorted dates and service documentation service dates in the 'Service Date' field.
Value Added: Date of service or Date of Entry is viewable
Topics
• Clinical Document Viewer • Modeling • Service Documentation
 
Acceptance Tests
AV-93516 Summary | Details
Clinical Document Viewer - Service Date
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • Envelope Definition (CWS)
  • Envelope Import (CWS)
  • Modeled Form With Service Documentation
  • User Definition
  • Client
  • Form Definition (CWS)
  • Modeled Form with Service Documentation Sorted by Order Entry
  • Table Definition (CWS)
Scenario 1: Clinical Document Viewer - Viewing user modeled form with service documentation sorted by date
Specific Setup:
  • Create or import a user modeled form with service documentation that must be ordered by date of service.
  • Give the user access to the modeled form using the "User Definition" form.
  • Click "Refresh Forms".
  • Using "Document Routing Setup":
  • Enable document routing for the user modeled form.
Steps
  1. Open the "Scheduling Calendar" form.
  2. Create an appointment.
  3. Open the modeled form from setup that was enabled for document routing.
  4. Create and finalize the note.
  5. Open the "Clinical Document Viewer
  6. Locate the row that contains the form that was finalized.
  7. Validate the "Service Date" columns is populated with the service date on the form.
Scenario 2: Clinical Document Viewer - Viewing user modeled form with service documentation sorted by entry order
Specific Setup:
  • Create or import a user modeled form with service documentation and must be ordered order of entry.
  • Give the user access to the modeled form using the "User Definition" form.
  • Click "Refresh Forms".
  • Using "Document Routing Setup":
  • Enable document routing for the user modeled form.
Steps
  1. Open the "Scheduling Calendar" form.
  2. Create an appointment.
  3. Open the modeled form from setup that was enabled for document routing.
  4. Create and finalize the note.
  5. Open the "Clinical Document Viewer
  6. Locate the row that contains the form that was finalized.
  7. Validate the "Service Date" columns is populated with the entry date of the form
Topics
• Clinical Document Viewer • Modeling • Service Documentation