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RADplus 2023 Update 42

Product Requirements / Recommendations

RADplus required

Product Update Form Description

Chart View is enhanced to show approver credentials.

Included Updates

10

Required Updates

None

Details

NEW1 CHANGED0 FIXED0
New (1)
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
  1. Open form [TestForm]
  2. Populate any desired fields
  3. Submit the form as "Final"
  4. Click to accept and route the document
  5. At the "Route To Document" screen, add [StaffB] as the approver
  6. Submit the form to route the document
  7. Log out as [StaffA]
  8. Log in as [StaffB]
  9. Navigate to the "My To Do's" widget
  10. Locate the to sent in step 1
  11. Click to review the To Do
  12. Validate information is displayed as expected
  13. Click [Accept] to approve the To Do
  14. Navigate to the home view
  15. Select [TestClient] and double click to open their chart
  16. In "Chart", select [TestForm] from the forms list to review the record filed
  17. 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)"
  18. Validate the record data (Main Section) region contains the expected data submitted
  19. 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)"
  20. Close Chart
  21. The following day, repeat steps 1 thru 4 again
  22. Navigate to the home view
  23. Select [TestClient] and double click to open their chart
  24. In "Chart", select [TestForm] from the forms list to review the record filed
  25. 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]
  26. Validate the record data (Main Section) region contains the expected data submitted
  27. 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

 

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