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RADplus 2023 Update 47

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

An instance of Error Code 40000 is resolved. The resolved instance is specifically related to form launching events set up via Site Specific Section Modeling for new intake forms (e.g. Call Intake, Admission, Practitioner Enrollment) and occurs trying to launch a form with a new entity which hasn't been submitted into the database yet.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Form Launch events
An issue trying to launch a form for a new entity using a "Site Specific" form launch event set up on new intake type forms such as "Call Intake" or "Practitioner Enrollment" is resolved KB0073213 v0.01
Topics
• NX • Site Specific Section Modeling
 
Acceptance Tests
AV-76789 Summary | Details
Form Launch events
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Call Intake
  • Practitioner Enrollment
Scenario 1: Validate triggering site specific event logic to launch an additional form
Specific Setup:
  • Have access to any "Progress" note form [FormA]
  • Have access to any "Client" based modeled form [FormB]
  • Have access to any "Staff" based modeled form [FormC]
  • Have access to form "Call Intake" and form "Practitioner" enrollment
  • In form "Dictionary Update", select the "Client" database and search for any "SS Call Intake Dictionary" field
  • Add three dictionary values: [DictA], [DictB] and [DictC]
  • Open form "Site Specific Section Modeling", select form "Site Specific Call Intake" form
  • Select "Yes" in prompt "Enable Site Specific Section"
  • Click the "Prompt Definition" section and add the "SS Call Intake Dictionary"
  • Set field "Initially Required" to "No"
  • In the "Event Definition" section, add three events
  • The first event set will launch [FormA] with [DictA] is selected in the field
  • The second event set will launch [FormB] with [DicB] is selected in the field
  • The third event set will launch [FormC] with [DictAC] is selected in the field
  • Submit the form
  • Open form "Site Specific Section Modeling", select form "(Practitioner Enrollment) Site Specific Enrollment" form
  • Select "Yes" in prompt "Enable Site Specific Section"
  • Click the "Prompt Definition" section and add any "SS Enrollment Dictionary"
  • Set field "Initially Required" to "No"
  • In the "Event Definition" section, add three events
  • The first event set will launch [FormA] with [DictA] is selected in the field
  • The second event set will launch [FormB] with [DicB] is selected in the field
  • The third event set will launch [FormC] with [DictAC] is selected in the field
  • Submit the form
  • The logged in user has the "Client & Staff" widget on their home view
Steps
  1. Open the "Call Intake" form
  2. At the "Select Client" dialog
  3. Populate the last and first name for a new client [NewClientA]
  4. Click Search
  5. Click [OK] to the no records found
  6. Click [New] client to launch the "Call Intake" form
  7. On the "Call Intake" section
  8. Validate the client name field indicates [NewClient]
  9. Populate any required and desired fields on that section
  10. Click the "Site Specific Call Intake" section
  11. Click the "SS Call intake dictionary" field drop down list and select [DictA]
  12. At the "Form Launch" dialog, click [OK] to launch the "Progress Note" form
  13. Validate a message is received "Based on your inputs the [FormA] should launch, however this form cannot be launched for a Client not submitted to the database"
  14. Click [OK]
  15. Validate the user is returned to the form
  16. Click the "SS Call intake dictionary" field drop down list and select [DictB]
  17. At the "Form Launch" dialog, click [OK] to launch the "Client" based modeled form
  18. Validate a message is received "Based on your inputs the [FormB] should launch, however this form cannot be launched for a Client not submitted to the database"
  19. Click [OK]
  20. Validate the user is returned to the form
  21. Click the "SS Call intake dictionary" field drop down list and select [DictC]
  22. At the "Form Launch" dialog, click [OK] to launch the "Staff" based modeled form
  23. Enter a valid "Staff" member [TestStaff] in the search field and click [Select]
  24. On [FormC], populate the desired fields on the form
  25. Submit the form
  26. Validate the form files successfully
  27. Click [Submit] to submit the "Call Intake" form
  28. Validate the form files successfully
  29. At the home view, navigate to the "Client & Staff" widget
  30. Search for [NewClientA]
  31. Validate the client is found
  32. Open the "Practitioner Enrollment" form
  33. At the "Select Staff" dialog, enter the desired name for the new staff member [StaffNew]
  34. Validate there are no matches found
  35. Click [New Staff] to launch the "Practitioner Enrollment" form
  36. Click the "Practitioner Enrollment" section
  37. Populate the required fields and any other desired fields in that section
  38. Click the "Site Specific Enrollment" section
  39. Click the "SS Enrollment Dictionary" field and select [DictA]
  40. At the "Form Launch" dialog, click [OK] to launch the "Progress Note" form
  41. On [FormA], populate the required and desired fields
  42. Submit the form
  43. Validate the form files successfully
  44. Navigate back to the "Practitioner Enrollment" form
  45. Click the "SS Enrollment Dictionary" field and select [DictB]
  46. At the "Form Launch" dialog, click [OK] to launch the "Client" based modeled form
  47. Select any client and click [OK]
  48. On [FormB], populate the required and desired fields on the form
  49. Submit the form
  50. Validate the form files successfully
  51. Navigate back to the "Practitioner Enrollment" form
  52. Click the "SS Enrollment Dictionary" field and select [DictC]
  53. Validate a message is received "Based on your inputs the [FormC] should launch, however this form cannot be launched for a Staff not submitted to the database"
  54. Click [OK]
  55. Validate the user is returned to the form
  56. Click [Submit] to submit the form
  57. Validate the form files successfully
  58. At the home view, navigate to the "Client & Staff" widget
  59. Click the "Staff" tab
  60. Search for [StaffNew]
  61. Validate the staff member is found
Topics
• NX • Site Specific Section Modeling

 

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  2. Tags
    1. content:release
    2. llm-no-index
    3. NX
    4. role:sysadmin
    5. search:ready
    6. Site Specific Section Modeling