RADplus 2023 Update 42

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

Chart View is enhanced to show approver credentials.

Included Updates

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-86901 Details | User Acceptance Tests

Client Chart - Credentialing information

"Chart" view is enhanced to display the "Credentialing" information of a Staff member who has "Approved" a document along with the "Credentialing" information already being displayed for the Staff member that had "Submitted" the document

Value Added: Enhances the Staff member(s) information that is displayed in Chart view for better visibility

Topics

• Chart Review • Progress Notes • Widgets

Acceptance Tests

AV-86901 Summary | Details

Client Chart - Credentialing information

Scenario 1: Chart View - Form data row validations

Specific Setup:

In form "Practitioner Enrollment":
[StaffA] and [StaffB] both have "Practitioner Credentials" added with an "Effective" date that ends after today. [CredToday]
In addition, [StaffA] and [StaffB] both have "Practitioner Credentials" added with an "Effective" date that starts tomorrow. [CredTomorrow]
Have a form [TestForm] enabled for document routing
[StaffB] has [TestForm] added to their "Chart" view
[StaffB] has the "My To Do's" widget on their home view
Have registry setting "Display Document Routing Status on Chart Items" set to "Yes"
Log in as [StaffA]

Steps

Open form [TestForm]
Populate any desired fields
Submit the form as "Final"
Click to accept and route the document
At the "Route To Document" screen, add [StaffB] as the approver
Submit the form to route the document
Log out as [StaffA]
Log in as [StaffB]
Navigate to the "My To Do's" widget
Locate the to sent in step 1
Click to review the To Do
Validate information is displayed as expected
Click [Accept] to approve the To Do
Navigate to the home view
Select [TestClient] and double click to open their chart
In "Chart", select [TestForm] from the forms list to review the record filed
Validate record header data bar indicates the record was submitted by [StaffA] and based on the "Effective" date in the setup, their expected credentials [CredToday]. For example "Submitted by [StaffA] Certified Drug/Alcohol Counselor (CADC)"
Validate the record data (Main Section) region contains the expected data submitted
Validate the record data (Document Routing) region contains the "Approvers" field populated with [StaffB] and based on the "Effective" date in the setup, their expected credentials [CredToday]. For example "Approvers: [StaffB] Certified Pediatric Nurse (CPN)"
Close Chart
The following day, repeat steps 1 thru 4 again
Navigate to the home view
Select [TestClient] and double click to open their chart
In "Chart", select [TestForm] from the forms list to review the record filed
Validate record header data bar indicates the record was submitted by [StaffA] and based on the "Effective" date in the setup, their expected credentials [CredTomorrow]
Validate the record data (Main Section) region contains the expected data submitted
Validate the record data (Document Routing) region contains the "Approvers" field populated with [StaffB] and based on the "Effective" date in the setup, their expected credentials [CredTomorrow]

Topics

• Chart Review