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RADplus 2023 Update 28

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Product Requirements / Recommendations

RADplus required

Recommended Update Level

Avatar Appointment Scheduling 2023 Update 5

Product Update Form Description

RADplus is enhanced to support other products and modules.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Support is added for other products and modules
RADplus is enhanced to support other products and modules.
Value Added: Support for other products and modules
Topics
• Appointment Management • Diagnosis • Practitioner • Progress Notes • Site Registration
 
Acceptance Tests
AV-86423 Summary | Details
Support is added for other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Staff Members Hours And Exceptions
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
  • Treatment Plan
Scenario 1: 'Staff Members Hours and Exceptions' - Verification of 'Staff Member Hours' Information Entry/Filing
Specific Setup:
  • A staff member must be defined in 'Practitioner Enrollment' (Staff Member A).
Steps
  1. Access the 'Staff Members Hours and Exceptions' form for "Staff Member A".
  2. Click [Staff Member Hours].
  3. Validate the 'Staff Member Hours' grid is displayed.
  4. Click [New Row].
  5. Enter the desired date in the 'Effective Date' field.
  6. Select the desired day in the 'Day' field.
  7. Select the desired site in the 'Site' field.
  8. Enter the desired times in the 'Start Time' and 'End Time' fields.
  9. Populate any other desired values.
  10. Click [Save], [Yes], and [Submit].
  11. Access the 'Staff Members Hours and Exceptions' form for "Staff Member A".
  12. Click [Staff Member Hours].
  13. Validate the 'Staff Member Hours' grid is displayed.
  14. Validate the hours entered in the previous steps are displayed as expected.
  15. Close the form.
Scenario 2: Progress Notes (Group and Individual) - Validate the 'Enable Treatment Plan Grid' registry setting
Specific Setup:
  • A client must have a Treatment Plan filed with a problem, goal, objective, and intervention associated (Client A).
  • The 'Progress Notes' widget is on the HomeView for the logged in user.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Enable Treatment Plan Grid" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings]
  4. Select "Enable Treatment Plan Grid" for 'Progress Notes (Group and Individual)' from the 'Registry Setting' list.
  5. Click [OK].
  6. Validate the 'Registry Setting Details' field contains "Enter "Y" to add 'Treatment Plan' grid field to the form. Enter "YD" to add the grid field and enable the functionality to default the previously selected treatment plan to the new row. Enter "N" to remove the field from the form."
  7. Enter "Y" in the 'Registry Setting Value' field.
  8. Click [Submit].
  9. Validate a "Registry Editor Filing" message is displayed stating: Successful filing.
  10. Click [OK].
  11. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
  12. Click [No].
  13. Access the 'Progress Notes (Group and Individual)' form.
  14. Verify the 'Treatment Plan' grid is displayed.
  15. Enter "Client A" in the 'Select Client' field.
  16. Select the desired episode in the 'Select Episode' field.
  17. Select "Independent Note" in the 'Progress Note For' field.
  18. Select any value in the 'Note Type' field.
  19. Click [New Row] in the 'Treatment Plan' grid.
  20. Select the desired Treatment Plan in the 'Select T.P. Version' field.
  21. Click [View] in the 'Select T.P. Item Note Addresses' field.
  22. Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
  23. Select the desired treatment plan item in the 'Treatment Plan' window.
  24. Click [Return].
  25. Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step.
  26. Enter the desired value in the 'T.P. Item Notes/Documentations' field.
  27. Enter the desired value in the 'Notes Field' field.
  28. Select "Draft" in the 'Draft/Final' field.
  29. Click [File Note].
  30. Validate a "Progress Notes" message is displayed stating: Note Filed.
  31. Click [OK].
  32. Validate the 'Treatment Plan' grid no longer contains the previously filed row.
  33. Select the note filed in the previous steps in the 'Select Draft Note To Edit' field.
  34. Validate the 'Treatment Plan' grid contains the row filed in the previous steps.
  35. Click [New Row] in the 'Treatment Plan' grid.
  36. Validate the 'Select T.P. Version' field does not contain a value.
  37. Select the second row in the 'Treatment Plan' grid.
  38. Click [Delete Row].
  39. Validate a "Confirm" message is displayed stating: Are you sure you want to delete these rows?
  40. Click [Yes].
  41. Select "Final" in the 'Draft/Final' field.
  42. Click [File Note].
  43. Validate a "Progress Notes" message is displayed stating: Note Filed.
  44. Click [OK] and close the form.
  45. Access the 'Registry Settings' form.
  46. Enter "Enable Treatment Plan Grid" in the 'Limit Registry Settings to the Following Search Criteria' field.
  47. Click [View Registry Settings]
  48. Select "Enable Treatment Plan Grid" for 'Progress Notes (Group and Individual)' from the 'Registry Setting' list.
  49. Click [OK].
  50. Enter "YD" in the 'Registry Setting Value' field.
  51. Click [Submit].
  52. Validate a "Registry Editor Filing" message is displayed stating: Successful filing.
  53. Click [OK].
  54. Validate a "Form Return" message is displayed stating: Submitting has completed. Do you wish to return to form?
  55. Click [No].
  56. Access the 'Progress Notes (Group and Individual)' form.
  57. Verify the 'Treatment Plan' grid is displayed.
  58. Enter "Client A" in the 'Select Client' field.
  59. Select the desired episode in the 'Select Episode' field.
  60. Select "Independent Note" in the 'Progress Note For' field.
  61. Select any value in the 'Note Type' field.
  62. Click [New Row] in the 'Treatment Plan' grid.
  63. Select the desired Treatment Plan in the 'Select T.P. Version' field.
  64. Click [View] in the 'Select T.P. Item Note Addresses' field.
  65. Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
  66. Select the desired treatment plan item in the 'Treatment Plan' window.
  67. Click [Return].
  68. Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step.
  69. Enter the desired value in the 'T.P. Item Notes/Documentations' field.
  70. Click [New Row] in the 'Treatment Plan' grid.
  71. Validate the 'Select T.P. Version' field defaults in with the value selected in the first row.
  72. Click [View] in the 'Select T.P. Item Note Addresses' field.
  73. Verify the 'Treatment Plan' window is displayed with "Client A's" treatment plan(s).
  74. Select the desired treatment plan item in the 'Treatment Plan' window.
  75. Click [Return].
  76. Validate the 'Note Addresses Which Treatment Plan Problem' field contains the Treatment Plan item selected in the previous step.
  77. Enter the desired value in the 'T.P. Item Notes/Documentations' field.
  78. Enter the desired value in the 'Notes Field' field.
  79. Select "Final" in the 'Draft/Final' field.
  80. Click [File Note].
  81. Validate a "Progress Notes" message is displayed stating: Note Filed.
  82. Click [OK] and close the form.
  83. Select "Client A" and navigate to the 'Progress Notes' widget.
  84. Validate the progress notes filed in the previous steps are displayed.
  85. Validate the rows filed in the 'Treatment Plan' grid are displayed.
Scenario 3: Diagnosis - Add new / Add to Problem List
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A practitioner must be defined (Practitioner A).
Steps
  1. Select "Client A" and access the 'Diagnosis' form.
  2. Click [Add] if present.
  3. Select any value for the 'Type of Diagnosis' field.
  4. Enter the desired values for the 'Date of Diagnosis' and 'Time of Diagnosis' fields.
  5. Click [New Row].
  6. Enter and select the desired value in the 'Diagnosis Search' field.
  7. Select "Practitioner A" in the 'Diagnosing Practitioner' field.
  8. Populate any desired and required fields.
  9. Select "Yes" in the 'Add to Problem List' field.
  10. Submit the form.
  11. Select "Client A" and access the 'Problem List' form.
  12. Click [Enter Problems].
  13. Validate the new diagnosis is included.
  14. Click [View - DSM/IDC Code].
  15. Validate a dialog opens with the DSM/IDC code data for the problem.
  16. Close out of the dialog.
  17. Click [View - System Notes].
  18. Validate the dialog displays the user information for the problem.
  19. Close out of the dialog.
  20. Click [Close/Cancel].
  21. Close the form.
Scenario 4: Site Registration - Add a site with hours of operation
Specific Setup:
  • Please note: This is for Avatar NX systems only.
Steps
  1. Access the 'Site Registration' form.
  2. Enter any value in the 'Select Site' field (Site A).
  3. Click [New Site].
  4. Validate a 'Site' dialog stating: "Auto Assign Next ID Number?"
  5. Click [Yes].
  6. Validate the 'Site Name' field contains "Site A".
  7. Enter the desired value in the 'Site Registration Date' field.
  8. Populate all required and desired fields.
  9. Select "Yes" in the 'Copy Information From An Existing Site?' field.
  10. Validate a 'Warning' dialog stating: "Copying information from an existing site will overwrite current 'Site Registration' Information. You must file this form prior to viewing/editing the 'Site Registration' information. Do you want to continue?" and click [Yes].
  11. Validate the 'Select Existing Site' field is enabled and required.
  12. Select "No" in the 'Copy Information From An Existing Site?' field.
  13. Validate the 'Select Existing Site' field is disabled.
  14. Select "All" in the 'Associated Programs' field.
  15. Verify the 'Time Zone' field is present and required.
  16. Select the desired value in the 'Time Zone' field.
  17. Click [Site Hours of Operation].
  18. Add the desired hours of operation and click [Save].
  19. Validate an 'Exit Grid' dialog stating: "Save Successful." and click [Yes].
  20. Click [Submit].
  21. Access the 'Site Registration' form.
  22. Enter "Site A" in the 'Select Site' field.
  23. Validate the form populates with the values entered in the previous steps.
  24. Close the form.
Scenario 5: Enhanced Appointment Management Grid - Validate scheduling/posting individual appointments
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A practitioner has hours defined for scheduling (Practitioner A).
  • The 'Enable Enhanced Appointment Management Grid' registry setting is set to "Y".
Steps
  1. Access the 'Appointment Management' form.
  2. Select "Practitioner A" in the 'Practitioner' field.
  3. Enter the current date in the 'Appointment Start Date' and 'Appointment End Date' fields.
  4. Click [Add/Edit Appointments].
  5. Validate the 'Appointment Management' grid is displayed and contains any existing appointments for the current date.
  6. Click [New Row].
  7. Enter the desired time in the 'Start' field.
  8. Enter the desired duration in the 'Duration' field.
  9. Validate the 'End' field is calculated based on the start time/duration of the appointment.
  10. Enter "Practitioner A" in the 'Practitioner' field.
  11. Enter the desired value in the 'Service Code' field.
  12. Enter "Client A" in the 'Client' field.
  13. Check "Post" for the appointment for "Client A".
  14. Click [Save] and validate the grid closes.
  15. Close the form.
  16. Access the 'Client Ledger' form.
  17. Select "Client A" in the 'Client ID' field.
  18. Select "All Episodes" in the 'Claim/Episode/All Episodes' field.
  19. Select "Simple" in the 'Ledger Type' field.
  20. Select "Yes" in the 'Include Zero Charges' field.
  21. Click [Process].
  22. Validate the report contains the posted visit for "Client A".
  23. Close the report and the form.
Topics
• Appointment Management • Diagnosis • Practitioner • Progress Notes • Site Registration