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RADplus 2023 Update 62

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Product Requirements / Recommendations

RADplus required

Product Update Form Description

The following registry settings are introduced to enhance Service Documentation-enabled modeled forms: 1) "Default Staff Associated With Current Login User", which will default the Service Documentation practitioner field with the current user's staff member, if defined. 2) "Allow Appointment Modifications", which allows the service code, location, duration, start time and end time of an existing appointment to be modified by a Service Documentation form. 3) "Check Service Programs", which will display a warning or error message, depending on the setting value, if the service program is not associated with the service documentation practitioner or the client episode based on the service date.

Included Updates

20, 32, 51, 61

Required Updates

RADplus 2023 Update 20
RADplus 2023 Update 32
Details
NEW1 CHANGED0 FIXED0
New (1)
Service Documentation - New "Registry" settings
The use of "Service Documentation" enabled modeled forms is enhanced with introduction of the following new "Registry" settings, "Default Staff Associated With Current Login User", "Allow Appointment Modifications" and "Check Service Programs".
Value Added: Provides enhanced functionality for Service Documentation enabled modeled forms
Topics
• NX • Service Documentation
 
Acceptance Tests
AV-87793 Summary | Details
Service Documentation - New "Registry" settings
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Modeled Form With Service Documentation
  • Registry Settings (PM)
Scenario 1: Service Documentation - Validate Registry Setting - "Default Staff Associated With Current Login User"
Specific Setup:
  • Have a modeled form [TestForm] configured and enabled for service documentation that contains all the required service documentation type fields
  • [UserA] is a staff member [StaffA]
  • [UserB] is not a staff member
  • [TestClient] has an existing appointment [TestAppt] scheduled with staff member [StaffB]
  • [TestClient] has an existing service [TestService] filed staff member [StaffC]
  • Log in as [UserA]
Steps
  1. Open form "Registry setting"
  2. Set setting "Default Staff Associated With Current Login User" to "Y." [Note: This will default the Service Documentation "Practitioner" field with the current user's staff member set in form "User Definition", if defined. Selecting 'N' will leave the Practitioner field blank]
  3. Open [TestForm]
  4. Select client [TestClient]
  5. Select "New Service" in the "Documentation For" selection field
  6. Navigate to the "Practitioner" field
  7. Validate the field has defaulted in [StaffA] who associated with user [UserA], as expected
  8. Navigate back to the "Documentation For" selection field
  9. Select "Existing Appointment"
  10. Select [TestAppt] from the drop down list
  11. Navigate back to the "Practitioner" field
  12. Validate the field is now populated with [StaffB] not [StaffA], since [StaffB] is who the appointment was scheduled with
  13. Navigate back to the "Documentation For" selection field
  14. Select "Existing Service"
  15. Select [TestService] from the drop down list
  16. Navigate back to the "Practitioner" field
  17. Validate the field is now populated with [StaffC] not [StaffA], since [StaffC] is who the service was filed with
  18. Close the form
  19. Log out a [UserA]
  20. Log in as [UserB], who is not a staff member
  21. Open [TestForm]
  22. Select client [TestClient]
  23. Select 'New Service" in the "Documentation For" selection field
  24. Navigate to the "Practitioner" field
  25. Validate the field is not populated as expected, as the logged in user is not associated with a staff member
  26. Navigate back to the "Documentation For" selection field
  27. Select "Existing Appointment"
  28. Select [TestAppt] from the drop down list
  29. Navigate back to the "Practitioner" field
  30. Validate the field is populated with [StaffB], as expected
  31. Navigate back to the "Documentation For" selection field
  32. Select "Existing Service"
  33. Select [TestService] from the drop down list
  34. Navigate back to the "Practitioner" field
  35. Validate the field is populated with [StaffC], as expected
  36. Open form "Registry setting"
  37. Set setting "Default Staff Associated With Current Login User" to "N".
  38. Open [TestForm]
  39. Select client [TestClient]
  40. Select "New Service" in the "Documentation For" selection field
  41. Navigate to the "Practitioner" field
  42. Validate the Practitioner field is blank, as expected based on the registry setting
  43. Navigate back to the "Documentation For" selection field
  44. Select "Existing Appointment"
  45. Select [TestAppt] from the drop down list
  46. Navigate back to the "Practitioner" field
  47. Validate the field is populated with [StaffB], as expected
  48. Navigate back to the "Documentation For" selection field
  49. Select "Existing Service"
  50. Select [TestService] from the drop down list
  51. Navigate back to the "Practitioner" field
  52. Validate the field is populated with [StaffC], as expected
  53. Log out a [TestUserB]
  54. Log in as [TestUserA]
  55. Repeat step 7
  56. Validate results are the same, as expected
Scenario 2: Service Documentation - Validate Registry Setting - "Allow Appointment Modifications"
Specific Setup:
  • Have a modeled form [TestForm] configured and enabled for service documentation that contains all the required service documentation type fields
  • Have two appointments set for a client [TestClient] for today, one set earlier than the other. For this example:
  • [ApptA] exists for staff [StaffA] from 7am to 8am today
  • [ApptB] exists for staff [StaffB] from 8am to 9am today
  • Have access to the "Registry Settings", "Scheduling Calendar" and form [TestForm]
Steps
  1. Open form "Registry Settings"
  2. Search for and select setting "Allow Appointment Modifications" for edit. Note: Selecting 'Y' will enable the Service Code, Location, Duration, Start Time and End Time fields on Service Documentation-enabled modeled forms when editing an existing appointment. Changes to these values will be applied to the appointment when the data is filed as Final. Selecting 'N' will disable the service documentation fields."
  3. Set the registry setting value to "N" and submit the form
  4. Open form [TestForm]
  5. Select client [TestClient]
  6. In the "Documentation For" selection field
  7. Select "Existing Appointment"
  8. Select [ApptA] from the drop down list
  9. Validate fields "Service Charge Code", "Location", "Duration, "Start Time" and "End Time" are "Disabled" as expected, based on the registry setting.
  10. Close the form
  11. Open form "Registry Settings"
  12. Search for and select setting "Allow Appointment Modifications" for edit.
  13. Set the registry setting value to "Y"
  14. Submit the form
  15. Open form [TestForm]
  16. Select client [TestClient]
  17. In the "Documentation For" selection field, select "Existing Appointment"
  18. Select [ApptA] from the drop down list
  19. Validate fields "Service Charge Code", "Location", "Duration', "Start Time" and "End Time" are "Enabled" this time as expected, based on the registry setting.
  20. Change the appointment start and end times for [ApptA] to the same times as those of [ApptB]
  21. Set the "Draft/Final" field to "Final
  22. Validate there's a message displayed blocking the change, indicating the [TestClient] already has an appointment for the new start and end times inputted.
  23. Change the appointment start and end times for [ApptA] to a start and end time that does not conflict with another appointment
  24. Set the "Duration" field to the correct value based on the appointment start and end times entered
  25. Change the "Service Charge Code" field to a new value
  26. Validate the value is accepted
  27. Change the "Service Location" to a new value
  28. Validate the value is accepted
  29. Populate the other required fields and any other fields on the form
  30. Set the "Draft/Final" field to "Final
  31. Click [OK] at the "Selecting 'Final' prevents further edits dialog
  32. Click [Submit]
  33. Validate submission is successful
  34. Open form "Scheduling Calendar"
  35. Navigate to [ApptA] in the appointment grid
  36. Validate the start and end times of the appointment on the grid is match new values entered in step 1c
  37. Click to edit the appointment
  38. Validate the value "Service Start Time" field, is the new value entered in step 1c
  39. Validate the value "Service End Time" field, is the new value entered in step 1c
  40. Validate the value "Duration" field, is the new value entered in step 1d
  41. Validate the "Service Code" field, is the new value entered in step 1e
  42. Validate the "Location" field, is the new value entered in step 1f
  43. Validate all other fields are populated, as expected
  44. Close the form
Scenario 3: Service Documentation - Validate Registry Setting - "Check Service Programs"
Specific Setup:
  • Have a modeled form [TestForm] configured and enabled for service documentation that contains all the required service documentation type fields
  • In form "Program Maintenance"
  • [ProgramA] has [ProgramB] selected as an associated service program in the field "Associated Service Programs"
  • [ProgramA] does not have [ProgramC] selected as and associated service program in the field "Associated Service Programs"
  • [TestClient] is admitted in [ProgramA]
  • Have registry setting "Restrict Practitioner Search By Program" set to "Y"
  • In form "Practitioner Enrollment",
  • [StaffA] has [ProgramA] selected as a program their associated to in the "Program Association" field
  • [StaffA] does not have [ProgramD] selected as a program their associated to in the "Program Association" field
  • Logged in user has access to the "Registry Settings" and [TestForm]
Steps
  1. Open form "Registry Settings"
  2. Search for and select setting "Check Service Program".
  3. Set the registry setting value to 'W'
  4. Note: a registry setting value set of 'W' or 'E' will enable checks on any "Service Documentation" enabled forms to ensure the "Service Program" value is a valid selection based on the practitioner's program associations and the current episodes program association. A registry setting value set of 'N', will disable these checks, and no error or warning will display to the user."
  5. Submit the form
  6. Open [TestForm]
  7. Select [TestClient]
  8. Select to create a "New Service"
  9. In the "Practitioner" field select [StaffA]
  10. Populate all the other required and desired fields other than the "Service Program" field
  11. In the "Service Program" field select [ProgramB]
  12. Validate the value is accepted and there are no messages
  13. In the "Service Program" field select [ProgramC]
  14. Validate a warning message indicating the following is displayed, "WARNING: Service program not valid for the given episodes program. Do you wish to continue do you want to continue?
  15. Click [No]
  16. Click [OK] in the "Action Cancelled" dialog
  17. Validate the Service Program" field is cleared
  18. In the "Service Program" field select [ProgramC] again
  19. This time at the "Warning" message, click [Yes] to continue
  20. Validate the Service Program" field is still populated with [ProgramC]
  21. In the "Service Program" field select [ProgramD]
  22. Validate a message is displayed, "WARNING: Service program not associated with the selected practitioner. Do you wish to continue?
  23. Click [No]
  24. Click [OK] in the "Action Cancelled" dialog
  25. Validate the Service Program" field is returned to its previous value [ProgramC]
  26. In the "Service Program" field select [ProgramD] again
  27. This time at the "Warning" message, click [Yes] to continue
  28. Validate the Service Program" field is still populated with [ProgramD]
  29. Select a "Final" in the "Draft/Final" field
  30. Validate a warning message indicating the following is displayed again as a final check, "WARNING: Service program not associated with the selected practitioner. Do you wish to continue finalizing?
  31. Click [Yes]
  32. At the "Selecting "Final" prevents future edits\" dialog
  33. Click [OK]
  34. Click [Submit]
  35. Validate the form files successfully
  36. Open form "Registry Settings", search for and select setting "Check Service Program".
  37. Set the registry setting value to 'E' and submit the form
  38. Open [TestForm]
  39. Select [TestClient]
  40. Select to create a "New Service"
  41. In the "Practitioner" field select [StaffA]
  42. Populate all the other required and desired fields other than the "Service Program" field
  43. In the "Service Program" field select [ProgramB]
  44. Validate the value is accepted and there are no messages
  45. In the "Service Program" field select [ProgramC]
  46. Validate an "Error" message is displayed stating, "Service program not valid for the given episodes program"
  47. Click [OK]
  48. Validate the Service Program" field is cleared
  49. In the "Service Program" field select [ProgramD]
  50. Validate there is an "Error" message stating "Service program not associated with the selected practitioner"
  51. Click [OK]
  52. Validate the Service Program" field is cleared
  53. In the "Service Program" field select [ProgramA]
  54. Validate there are no messages blocking entry
  55. Validate the Service Program" field is populated with [ProgramA], as expected
  56. Select a "Final" in the "Draft/Final" field
  57. Validate there are no messages blocking entry
  58. At the "Selecting "Final" prevents future edits." dialog
  59. Click [OK]
  60. Click [Submit]
  61. Validate the form files successfully
  62. Open form "Registry Settings"
  63. Search for and select setting "Check Service Program".
  64. Set the registry setting value to any value other than 'W', 'E', or 'N'
  65. Validate an error is displayed "The selected value is not valid in the current system code for the following reason: Please enter 'N', 'W' or 'E'
  66. Set the registry setting value to 'N'
  67. Submit the form
  68. Open [TestForm]
  69. Select [TestClient]
  70. Select to create a "New Service"
  71. In the "Practitioner" field select [StaffA]
  72. Populate all the other required and desired fields other than the "Service Program" field
  73. In the "Service Program" field select [ProgramB]
  74. Validate the value is accepted and there are no messages
  75. Validate the Service Program" field is populated with [ProgramB], as expected
  76. In the "Service Program" field select [ProgramC]
  77. Validate the value is accepted and there are no messages
  78. Validate the Service Program" field is populated with [ProgramC], as expected
  79. In the "Service Program" field select [ProgramD]
  80. Validate the value is accepted and there are no messages
  81. Validate the Service Program" field is populated with [ProgramD], as expected
  82. In the "Service Program" field select [ProgramA]
  83. Validate the value is accepted and there are no messages
  84. Validate the "Service Program" field is populated with [ProgramD], as expected
  85. Select a "Final" in the "Draft/Final" field
  86. Validate there are no messages blocking entry
  87. At the "Selecting "Final" prevents future edits." dialog
  88. Click [OK]
  89. Click [Submit]
  90. Validate the form files successfully
Topics
• NX • Service Documentation

 

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