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RADplus 2023 Update 60

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Product Requirements / Recommendations

RADplus required

Recommended Update Level

Avatar PM 2023 Update 76
RADplus 2021 Update 143

Additional Requirements

Avatar PM 2023 Update 76

Product Update Form Description

An issue is resolved where client lookups can sometimes display a client with the credentials of a practitioner.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED1
New (1)
Support for the 'Alternate Lookup By Room' registry setting
RADplus is enhanced to support the 'Alternate Lookup By Room' registry setting introduced in Avatar PM 2023 Update 76.
Value Added: Support is added for the 'Alternate Lookup By Room' registry setting.
Topics
• Client Search • Registry Settings
 
Fixed (1)
Client Lookups
An issue is resolved where client lookups can sometimes display a client with the credentials of a practitioner. KB0073786 v0.01
Topics
• Client Search • Final to Draft Override • Practitioner
 
Acceptance Tests
AV-79972 Summary | Details
Support for the 'Alternate Lookup By Room' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
Scenario 1: Validate the 'Alternate Lookup By Room' registry setting
Specific Setup:
  • Two clients (Client A & Client B) must be admitted into inpatient episodes in the same room (Room A).
  • The registry setting "Include Active Room Number with Client" is set to "1".
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Alternate Lookup By Room" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting' field contains: Avatar PM->Client Information->Client Lookup->->->Alternate Lookup By Room.
  5. Validate the 'Registry Setting Detail' field contains: Selecting 'Y' will add an alternate search for clients by room number in the My Clients widget and Client Search. This must be an exact match and will look at the 'Include Active Room Number With Client Name' registry setting to potentially parse the room number. Select 'N' to disable this functionality.
  6. Enter "Y" in the 'Registry Setting Value' field.
  7. Click [Submit] and close the form.
  8. Search for "Room A" in the 'Search Clients' field.
  9. Validate both "Client A" and "Client B" are displayed.
  10. Access the 'Progress Notes (Group and Individual)' form.
  11. Enter "Room A" in the 'Select Client' field.
  12. Validate "Client A" and "Client B" are displayed.
  13. Close the form.
  14. Access the 'Client Ledger' form.
  15. Enter "Room A" in the 'Client ID' field.
  16. Validate "Client A" and "Client B" are displayed.
  17. Close the form.
  18. Access the 'Account Registration' form.
  19. Enter "Room A" in the 'Select Client' dialog.
  20. Validate "Client A" and "Client B" are displayed.
  21. Click [Cancel].
  22. Access the 'Service Authorization' form.
  23. Enter "Room A" in the 'Select Client' dialog.
  24. Validate "Client A" and "Client B" are displayed.
  25. Click [Cancel].
  26. Access the 'Registry Settings' form.
  27. Enter "Alternate Lookup By Room" in the 'Limit Registry Settings to the Following Search Criteria' field.
  28. Click [View Registry Settings].
  29. Validate the 'Registry Setting' field contains: Avatar PM->Client Information->Client Lookup->->->Alternate Lookup By Room.
  30. Enter "N" in the 'Registry Setting Value' field.
  31. Click [Submit] and close the form.
  32. Search for "Room A" in the 'Search Clients' field.
  33. Validate "Client A" and "Client B" are not displayed.
  34. Access the 'Progress Notes (Group and Individual)' form.
  35. Enter "Room A" in the 'Select Client' field.
  36. Validate "Client A" and "Client B" are not displayed.
  37. Close the form.
  38. Access the 'Client Ledger' form.
  39. Enter "Room A" in the 'Client ID' field.
  40. Validate "Client A" and "Client B" are not displayed.
  41. Close the form.
  42. Access the 'Account Registration' form.
  43. Enter "Room A" in the 'Select Client' dialog.
  44. Validate "Client A" and "Client B" are not displayed.
  45. Click [Cancel].
  46. Access the 'Service Authorization' form.
  47. Enter "Room A" in the 'Select Client' dialog.
  48. Validate "Client A" and "Client B" are not displayed.
  49. Click [Cancel].
Topics
• Client Search • Registry Settings
AV-83121 Summary | Details
Client Lookups
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Final to Draft Override (CWS)
Scenario 1: Final to Draft Override - Form Validations
Specific Setup:
  • A modeled form is defined with the 'Draft/Final' prompt (Form A).
  • A client is enrolled in an existing episode (Client A).
  • A practitioner is defined with credentials on file (Practitioner A).
  • "Client A" and "Practitioner A" must have the same ID numbers.
Steps
  1. Select "Client A" and access "Form A".
  2. Populate all required and desired fields.
  3. Select "Final" in the 'Draft/Final' field.
  4. Click [Submit].
  5. Access the 'Final to Draft Override' form.
  6. Select "Form A" in the 'Form' field.
  7. Select "Client A" in the 'Entity Lookup' field.
  8. Validate "Client A" does not display with practitioner credentials.
  9. Click [Select Row].
  10. Select the finalized record filed in the previous steps and click [OK].
  11. Validate the 'Row Contents' field contains the values entered in the previous steps.
  12. Enter the desired value in the 'Override Reason' field.
  13. Click [Submit].
  14. Select "Client A" and access "Form A".
  15. Select the record filed in the previous steps and click [Edit].
  16. Validate "Draft" is now selected in the 'Draft/Final' field.
  17. Close the form.
Topics
• Client Search • Final to Draft Override