Skip to main content

RADplus 2023 Update 36

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

RADplus required

Product Update Form Description

The following Document Management issues are resolved: 1) Some document types may not be available when scanning/importing due to the 'Modify "Client" Terminology' registry setting. 2) In Perceptive-enabled systems with multiple root system codes, using the 'Document Management Definition' form to edit document types may create duplicate document types. Note:  This update will run a background Perceptive sync only on the form/document types.  This may cause the document types list in Perceptive to not be what is expected until the sync is finished.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Perceptive - Scanning/Importing Documents
An issue has been resolved where some document types may not be available when scanning/importing due to the 'Modify "Client" Terminology' registry setting.
Topics
• Document Import/Scan • Document Scan/Import
 
Document Management Definition - Duplicate Forms created
An issue has been resolved where Perceptive-enabled systems with multiple root system codes may create duplicate document types when using the 'Document Management Definition' form to edit document types.
Topics
• Document Management • NX
 
Acceptance Tests
AV-86283 Summary | Details
Perceptive - Scanning/Importing Documents
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Batch Capture and Indexing
  • Chart Review
  • Clinical Document Viewer
  • Client Document Capture
  • Document Capture
  • Registry Settings (PM)
Scenario 1: Perceptive Batch Capture and Indexing - JxBrowser enabled
Specific Setup:
  • Perceptive storage method must be utilized.
Steps
  1. Open the "Batch Capture and Indexing" form.
  2. Click "Capture" to create a new batch.
  3. Choose "Scanner" for the "Source".
  4. Click "Open Batch".
  5. Scan a document
  6. If Batch Verify is utilized, then click "Send To".
  7. If Batch Verify is not utilized, then click "Submit".
  8. If Batch Verify is utilized, select Avatar Batch Validate in the left-hand pane.
  9. Select the batch that was sent to this queue.
  10. Open the batch and click "Submit".
  11. Close form.
  12. Open the "Batch Capture and Indexing" form.
  13. Click "Capture" to create a new batch.
  14. Choose "File" for the "Source".
  15. Click "Browse" and browse to the location of where the file is stored on the server.
  16. Click "Open".
  17. Click "Open Batch".
  18. If Batch Verify is utilized, then click "Send To".
  19. If Batch Verify is not utilized, then click "Submit".
  20. If Batch Verify is utilized, select Avatar Batch Validate in the left-hand pane.
  21. Select the batch that was sent to this queue.
  22. Open the batch and click "Submit".
  23. Close form.
  24. Open "Chart Review" form for the client and episode that the documents were just scanned and imported for.
  25. Navigate to the form/category that you want to validate.
  26. Select a document that was scanned in.
  27. Validate that the document displays.
  28. Click the "Print" button.
  29. Print the document.
  30. Validate that the printed document matches what displayed on the viewer.
  31. Select a document that was imported in.
  32. Validate that the document displays.
  33. Click the "Print" button.
  34. Print the document.
  35. Validate that the printed document matches what displayed on the viewer.
  36. Open "Clinical Document Viewer".
  37. Validate you can view and print both the scanned and imported document.
Scenario 2: Perceptive Individual Scanning/Importing/Viewing/Printing through Chart Review
Specific Setup:
  • Perceptive storage method must be utilized.
Steps
  1. Open the "Chart Review" form.
  2. Select the desired client and episode.
  3. Open the "Document Capture" form within Chart.
  4. Scan a document.
  5. Assign the document to a particular "Document Type".
  6. Save the document.
  7. Import a document.
  8. Assign the document to a particular "Document Type".
  9. Save the document.
  10. Navigate to the section designated by the "Document Type" the document was saved under.
  11. Navigate to the "Episode" tab.
  12. Open the document(s).
  13. Validate the document(s) can be viewed and display as scanned.
  14. Validate the document(s) can be printed and display as scanned.
  15. Close the document.
  16. Open the "Clinical Document Viewer".
  17. Select the desired client and episode.
  18. Locate the document(s) that were just scanned in or imported.
  19. Validate the document(s) can be viewed and display as scanned.
  20. Validate the document(s) can be printed and display as scanned.
  21. Close the form.
Scenario 3: Client Document Capture - Validation
Specific Setup:
  • Perceptive storage method must be utilized.
  • A client must be enrolled in an existing episode (Client A).
  • A document must exist for import.
Steps
  1. Access the 'Client Document Capture' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Select any episode for the 'Episode Number' field.
  4. Click [Launch POS Capture].
  5. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
  6. Click [Import].
  7. Validate the 'Document Capture' opens in a new window.
  8. Select any value in the 'Document Type' field.
  9. Enter any value in the 'Document Description' field.
  10. Click [Capture] and [Browse].
  11. Locate the file to be imported and click [Open] and [Done].
  12. Validate the image displays.
  13. Click [Save].
  14. Validate a message stating: "Save Was Successful." and "Document Added to Avatar!"
  15. Close the form.
  16. Access the undocked 'Clinical Document Viewer' form.
  17. Validate the form opens in a new window.
  18. Select "Client" in the 'Select Type' field.
  19. Select "Individual" in the 'Select All or Individual Client' field.
  20. Enter "Client A" in the 'Select Client' field.
  21. Select the episode from the previous steps in the 'Episode' field.
  22. Click [Process].
  23. Locate and select the document that was saved in the previous steps.
  24. Validate the image displays.
  25. Click [Close All Documents], [Search] and [Close].
Scenario 4: Perceptive Individual Scanning/Importing/Viewing/Printing Workflow - Client Terminology Modified
Specific Setup:
  • Test only in Perceptive enabled environments.
Steps
  1. Open the "Chart Review" form.
  2. Select the desired client and episode.
  3. Open the "Document Management" form within Chart.
  4. Scan a document.
  5. Assign the document to a particular "Document Type".
  6. Save the document.
  7. Open the "Document Management" form within Chart.
  8. Import a document.
  9. Assign the document to a particular "Document Type".
  10. Save the document.
  11. Navigate to the section designated by the "Document Type" the document was saved under.
  12. Navigate to the "Episode" tab.
  13. Open the document(s).
  14. Validate the document(s) can be viewed and display as scanned.
  15. Validate the document(s) can be printed and display as scanned.
  16. Close the document.
  17. Open the "Clinical Document Viewer".
  18. Select the desired client and episode.
  19. Locate the document(s) that were just scanned in or imported.
  20. Validate the document(s) can be viewed and display as scanned.
  21. Validate the document(s) can be printed and display as scanned.
  22. Close the form.
Scenario 5: Client Document Capture - Scan Episodic
Specific Setup:
  • Perceptive must be configured and enabled.
Steps
  1. Open the "Chart Review" form.
  2. Select the desired client.
  3. Navigate to the "Chart".
  4. Click "Document Capture".
  5. Scan a document and identify an episode.
  6. Note the document type.
  7. Save the document.
  8. Click the document type the document was just saved under.
  9. Locate the document that was just saved.
  10. Validate the document displays as it was scanned.
  11. Print the document and validate it prints as it was scanned.
  12. Close the forms.
Topics
• Document Import/Scan • Document Scan/Import
AV-87314 Summary | Details
Document Management Definition - Duplicate Forms created
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Management Definition
  • Client Document Capture
  • Clinical Document Viewer
  • Document Capture
  • Document Capture Window
Scenario 1: Validate form "Document Management Definition"
Steps
  1. Open "Document Management Definition" form.
  2. Click [Select Form].
  3. Click [Add New].
  4. Populate the "Form Name" field.
  5. Select the desired form type in the "Form Type" field
  6. Select the desired entity in the "Entity" field
  7. Populate any other desired fields in the "Form" section
  8. Click the [Categories] section.
  9. Click [Select Categories].
  10. Select the desired category from the selection list
  11. Click [OK].
  12. Click the [Display] section.
  13. Select the desired selections form the "Forms to Display" box.
  14. Click the [Reports] section.
  15. Click any to launch any desired report, for example the "Display Form Report"
  16. Validate the "Document Management Form Report" is displayed.
  17. Close the report.
  18. Click back to the [Form] section
  19. Click [File].
  20. Validate the form files successfully
  21. Click [Select Form].
  22. Select the form just submitted in 5
  23. Validate all fields populated in steps 1 thru 5, are populated as expected
  24. Click back to the [Form] section
  25. Click [Delete].
  26. Click [Yes] to accept the deletion.
  27. Click [Select Form].
  28. Validate the form that was deleted in step 7, is no longer present in the list
  29. Click [Select Form].
  30. Select the form "Inbox Attachments"
  31. Click [Delete]
  32. Validate message "This form is attached to Perceptive functionality text contains "This form is attached to Perceptive functionality that is required by other parts of the system, deleting is not allowed."
  33. Click [OK]
  34. Click [Select Form].
  35. Select the form "Results Document"
  36. Click [Delete]
  37. Validate message "This form is attached to Perceptive functionality text contains "This form is attached to Perceptive functionality that is required by other parts of the system, deleting is not allowed."
  38. Click [OK]
  39. Close the form
Scenario 2: Document Management Definition - Perceptive Syncing Form Definitions in Multiple Server environment
Specific Setup:
  • To be tested in a multiple server environment that has multiple root system codes.
  • Using the "Document Management Definition" form:
  • Identify a form that exists in all system codes.
Steps
  1. Using the "Document Management Definition" form
  2. Edit the existing form identified as existing in all root system codes.
  3. File t he form.
  4. Open the "Client Document Capture" form.
  5. Scan or import a document.
  6. Select the form edited in "Document Management Definition".
  7. Scan or import the document.
  8. Using "Clinical Document Viewer", select the test client.
  9. Validate the document that was just filed for the form that exists in all root system codes displays as it was previously filed.
Topics
• Document Management • NX