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RADplus 2023 Update 25

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

RADplus is enhanced to support recording comments during the document approval process in myAvatar NX. In addition, the following issues are resolved: 1) Signature images do not appear in documents with approver comments. 2) The error 'Approver not found', which may occur when co-signing a document for another user.

Included Updates

2, 4

Required Updates

None

Details
NEW1 CHANGED0 FIXED1
New (1)
Document Routing - Approver Comments
"RADplus" is enhanced to support the recording of "Approver" comments entered in myAvatar NX, during the document approval process. Please note: Avatar NX 2023.03.00 is required for full functionality.
Value Added: Provides the ability for the user to see approver comments that were entered on a document during document routing
Topics
• Document Routing • NX • Progress Notes • Treatment Plan
 
Fixed (1)
Document Routing - Signature Images
An issue is resolved to ensure "Signature" images are displayed on documents that include "Approver Comments' and the comments are stored successfully in the "SYSTEM.DocR.comments table". In addition, an issue is resolved to ensure a user can co-sign a document for another user successfully.
Please note: Avatar NX 2023.03.00 is required for full functionality.
Topics
• Document Routing • Modeling • NX • Treatment Plan
 
Acceptance Tests
AV-86485 Summary | Details
Document Routing - Approver Comments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
Scenario 1: Document Routing (Progress Notes) - (Accept / Route) Documents with 'Approval Comments'
Specific Setup:
  • Have a "Progress Notes" form [TestForm], for example form "Progress Notes (Group and Individual)", that has been enabled for document routing in form "Document Routing Setup" and has prompt "Allow Comments During Approval" to "Yes"
  • [TestForm] includes a "Signature" field
  • Have three users:
  • [StaffA] and [StaffB] are staff members and have the "My To Do's" widget on their home view
  • [StaffC] is a staff member and has the 'Co Signer for Other Practitioners' prompt in the document routing section set to 'Yes'.in form 'User Definition'
  • All three users are set with the "My To Do's" widget on their home view
  • Have a report to display data in the "SYSTEM.DocR.comments" table
  • Log in as [StaffA]
Steps
  1. Open form [TestForm] and select any client
  2. Populate the "Signature" field. Make a note of the signature entered.
  3. Set the "Draft/Final" field to "Final".
  4. Submit the form.
  5. At the "Confirm Document" screen
  6. Validate the "Signature" field is populated as expected
  7. Click [Accept]
  8. Provide the password and click [Verify]
  9. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment entered
  10. Click [OK]
  11. Open the "Clinical Document Viewer" form.
  12. Select the client and click [Process]
  13. Select and view the document submitted in step 1.
  14. Validate the "Signature" field on the document is populated with signature noted in step 1.
  15. Validate the "Comments" entered and noted in step 1, are displayed as expected
  16. At the bottom of the document, validate that the document includes the "Electronically Signed By:" field, populated with name of [StaffA]
  17. Close the form
  18. Run the report or query on the "SYSTEM.DocR.comments" table
  19. Validate a row is present for the "Approval Comments" entered in step 1 and is displayed as expected
  20. Open [TestForm] and a select any client
  21. Populate the "Signature" field. Make a note of the signature entered.
  22. Set the "Draft/Final" field to "Final".
  23. Submit the form.
  24. At the "Confirm Document" screen
  25. Validate the "Signature" field is populated as expected
  26. Click [Accept and Route]
  27. At the "Route To Document" screen, add [StaffA], [StaffB] and [StaffC] as approvers
  28. Click [Submit]
  29. Log out as [StaffA]
  30. Log in as [StaffB]
  31. Navigate the "My To Do's widget
  32. Click on the "New" tab and validate the To Do sent in step 4, is present
  33. Click [Approve Document]
  34. At the document preview
  35. Validate the "Signature" field on the document is populated with signature noted in step 4
  36. At the bottom of the document, validate that the document includes two "Electronically Signed By:" field signatures:
  37. [StaffA] signed as the "Author" and below it, [StaffB] signed as "Staff"
  38. Click [Accept]
  39. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment
  40. Click [OK]
  41. Log out as [StaffB]
  42. Log in as [StaffC]
  43. Navigate the "My To Do's widget
  44. Click on the "Sign" tab
  45. In the "Staff" search field, search for [StaffA]. [Note: for Avatar NX, clicking the 'Change' link located in the top left corner of the widget, allows the user to search for another staff member]
  46. Validate the To Do sent to [StaffA] is found, select the To Do to review it
  47. Validate the "Signature" field on the document is populated with signature noted in step 4
  48. At the bottom of the document, validate that the document includes three "Electronically Signed By:" field signatures:
  49. [StaffA] signed as the "Author"
  50. [StaffB] signed as "Staff"
  51. [StaffC] signed as "Staff"
  52. Click [Accept]
  53. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment entered
  54. Click [OK]
  55. Click [Sign All]
  56. Validate the To Do is removed from the To Do list
  57. Navigate back to the "My To Do's" widget
  58. Click on the "Sign" tab
  59. In the "Staff" search field, search for [StaffC].
  60. Validate the To Do sent to [StaffC] in step 4 is present, select the To Do
  61. Click [Approve Document]
  62. At the document preview
  63. Validate the "Signature" field on the document is populated with signature noted in step 4
  64. At the bottom of the document, validate that the document includes three "Electronically Signed By:" field signatures,
  65. [StaffA] signed as the "Author",
  66. [StaffB] signed as "Staff"
  67. [StaffC] signed as "Staff"
  68. Click [Accept]
  69. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment entered
  70. Click [OK]
  71. Open the "Clinical Document Viewer" form.
  72. Select the client and click [Process]
  73. Select and view the document that was just created in the previous step
  74. Validate the "Signature" field on the document is populated with signature noted in step 10
  75. Validate the "Comments" entered noted in step 10, are displayed as expected
  76. At the bottom of the document, validate that the document includes three "Electronically Signed By:" field signatures,
  77. [StaffA] signed as the "Author"
  78. [StaffB] signed as "Staff"
  79. Validate the comments entered by [StaffB] are entered in step 7 are displayed as expected
  80. [StaffC] signed as "Staff" (Signing for [StaffA])
  81. Validate the comments entered by [StaffC] in step 9, are displayed as expected
  82. [StaffC] signed as "Staff" (Signing for [StaffC])
  83. Validate the comments entered by [StaffC] in step 10, are displayed as expected
  84. Close the form
  85. Run the report or query on the "SYSTEM.DocR.comments" table
  86. Validate the following rows are present on the report, displayed as expected:
  87. A row displaying the "Approval Comments" entered in step 1 by [StaffA]
  88. A row displaying the "Approval Comments" entered in step 7 by [StaffB]
  89. A row displaying the "Approval Comments" entered in step 9 by [StaffC] when signing for [StaffA]
  90. A row displaying the "Approval Comments" entered in step 10 by [StaffC], signing as [StaffC]
Topics
• NX • Progress Notes
AV-87038 Summary | Details
Document Routing - Signature Images
Scenario 1: Document Routing - (Accept / Route) Documents with 'Approval Comments'
Specific Setup:
  • Have a form [TestForm], for example a "Modeled" form or "Treatment Plan" form that has been enabled for document routing in form "Document Routing Setup" and has prompt "Allow Comments During Approval" to "Yes"
  • [TestForm] includes a "Signature" field
  • Have three users:
  • [StaffA] and [StaffB] are staff members and have the "My To Do's" widget on their home view
  • [StaffC] is a staff member and has the "Co Signer for Other Practitioners" prompt in the document routing section set to 'Yes'.in form 'User Definition'
  • All three users have the "My To Do's" widget on their home views
  • Have a report to display data in the "SYSTEM.DocR.comments" table
  • Log in as [StaffA]
Steps
  1. Open form [TestForm] and select any client
  2. Populate the "Signature" field. Make a note of the signature entered.
  3. Set the "Draft/Final" field to "Final".
  4. Submit the form.
  5. At the "Confirm Document" screen
  6. Validate the "Signature" field is populated as expected
  7. Click [Accept]
  8. Provide the password and click [Verify]
  9. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment entered
  10. Click [OK]
  11. Open the "Clinical Document Viewer" form.
  12. Select the client and click [Process]
  13. Select and view the document submitted in step 1.
  14. Validate the "Signature" field on the document is populated with signature noted in step 1.
  15. Validate the "Comments" entered and noted in step 1, are displayed as expected
  16. At the bottom of the document, validate that the document includes the "Electronically Signed By:" field, populated with name of [StaffA]
  17. Close the form
  18. Run the report or query on the "SYSTEM.DocR.comments" table
  19. Validate a row is present for the "Approval Comments" entered in step 1 and is displayed as expected
  20. Open [TestForm] and a select any client
  21. Populate the "Signature" field. Make a note of the signature entered.
  22. Set the "Draft/Final" field to "Final".
  23. Submit the form.
  24. At the "Confirm Document" screen
  25. Validate the "Signature" field is populated as expected
  26. Click [Accept and Route]
  27. At the "Route To Document" screen, add [StaffA], [StaffB] and [StaffC] as approvers
  28. Click [Submit]
  29. Log out as [StaffA]
  30. Log in as [StaffB]
  31. Navigate the "My To Do's widget
  32. Click on the "New" tab and validate the To Do sent in step 4, is present
  33. Click [Approve Document]
  34. At the document preview
  35. Validate the "Signature" field on the document is populated with signature noted in step 4
  36. At the bottom of the document, validate that the document includes two "Electronically Signed By:" field signatures:
  37. [StaffA] signed as the "Author" and below it, [StaffB] signed as "Staff"
  38. Click [Accept]
  39. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment
  40. Click [OK]
  41. Log out as [StaffB]
  42. Log in as [StaffC]
  43. Navigate the "My To Do's widget
  44. Click on the "Sign" tab
  45. In the "Staff" search field, search for [StaffA]. [Note: for Avatar NX, clicking the 'Change' link located in the top left corner of the widget, allows the user to search for another staff member]
  46. Validate the To Do sent to [StaffA] is found, select the To Do to review it
  47. Validate the "Signature" field on the document is populated with signature noted in step 4
  48. At the bottom of the document, validate that the document includes three "Electronically Signed By:" field signatures:
  49. [StaffA] signed as the "Author"
  50. [StaffB] signed as "Staff"
  51. [StaffC] signed as "Staff"
  52. Click [Accept]
  53. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment entered
  54. Click [OK]
  55. Click [Sign All]
  56. Validate the To Do is removed from the To Do list
  57. Navigate back to the "My To Do's" widget
  58. Click on the "Sign" tab
  59. In the "Staff" search field, search for [StaffC].
  60. Validate the To Do sent to [StaffC] in step 4 is present, select the To Do
  61. Click [Approve Document]
  62. At the document preview
  63. Validate the "Signature" field on the document is populated with signature noted in step 4
  64. At the bottom of the document, validate that the document includes three "Electronically Signed By:" field signatures,
  65. [StaffA] signed as the "Author",
  66. [StaffB] signed as "Staff"
  67. [StaffC] signed as "Staff"
  68. Click [Accept]
  69. At the "Approval Comments" dialog, populate the text field with a desired comment [TestComments]. Make note of the comment entered
  70. Click [OK]
  71. Open the "Clinical Document Viewer" form.
  72. Select the client and click [Process]
  73. Select and view the document that was just created in the previous step
  74. Validate the "Signature" field on the document is populated with signature noted in step 10
  75. Validate the "Comments" entered noted in step 10, are displayed as expected
  76. At the bottom of the document, validate that the document includes three "Electronically Signed By:" field signatures,
  77. [StaffA] signed as the "Author"
  78. [StaffB] signed as "Staff"
  79. Validate the comments entered by [StaffB] are entered in step 7 are displayed as expected
  80. [StaffC] signed as "Staff" (Signing for [StaffA])
  81. Validate the comments entered by [StaffC] in step 9, are displayed as expected
  82. [StaffC] signed as "Staff" (Signing for [StaffC])
  83. Validate the comments entered by [StaffC] in step 10, are displayed as expected
  84. Close the form
  85. Run the report or query on the "SYSTEM.DocR.comments" table
  86. Validate the following rows are present on the report, displayed as expected:
  87. A row displaying the "Approval Comments" entered in step 1 by [StaffA]
  88. A row displaying the "Approval Comments" entered in step 7 by [StaffB]
  89. A row displaying the "Approval Comments" entered in step 9 by [StaffC] when signing for [StaffA]
  90. A row displaying the "Approval Comments" entered in step 10 by [StaffC], signing as [StaffC]
Topics
• Modeling • NX