RADplus 2023 Update 65

1. Open "Document Management Definition" form.
2. Click [Select Form].
3. Click [Add New].
4. Populate the "Form Name" field.
5. Select the desired form type in the "Form Type" field.
6. Select the desired entity in the "Entity" field.
7. Populate any other desired fields in the "Form" section.
8. Click the [Categories] section.
9. Click [Select Categories].
10. Select the desired category from the selection list.
11. Click [OK].
12. Click the [Display] section.
13. Select the desired selections form the "Forms to Display" box.
14. Click the [Reports] section.
15. Click any to launch any desired report, for example the "Display Form Report".
16. Validate the "Document Management Form Report" is displayed.
17. Close the report.
18. Click back to the [Form] section.
19. Click [File].
20. Validate the form files successfully.
21. Click [Select Form].
22. Select the form just submitted in step 5.
23. Validate all fields populated in steps 1 thru 5, are populated as expected.
24. Click back to the [Form] section.
25. Click [Delete].
26. Click [Yes] to accept the deletion.
27. Click [Select Form].
28. Validate the form that was deleted in step 7, is no longer present in the list.
29. Click [Select Form].
30. Select the form "Inbox Attachments".
31. Click [Delete]
32. Validate message "This form is attached to Perceptive functionality text contains "This form is attached to Perceptive functionality that is required by other parts of the system, deleting is not allowed".
33. Click [OK].
34. Click [Select Form].
35. Select the form "Results Document".
36. Click [Delete].
37. Validate message "This form is attached to Perceptive functionality text contains "This form is attached to Perceptive functionality that is required by other parts of the system, deleting is not allowed".
38. Click [OK].
39. Close the form.

Internal Testing Only

• Select an existing client who has multiple documents on file that have been scanned, imported or routed via document routing, scanned.

1. Open the "Clinical Document Viewer" form.
2. Validate the filters such as "Select All or Individual", "User", "Document Status", "Program", "Episode", "Document Source", "Document Origination Date Start", "Document Origination Date End" all filter in the appropriate manner.
3. Under Form Selection, validate that you can choose the form selection by "Categories/Forms" and only those documents appear in the document list.
4. Using the "Document Management Definition" form, identify a form as to "Exclude from Electronic Medical Record".
5. Validate the document list doesn't include documents that are to be excluded.
6. Using the "Document Management Definition" form, identify a form as "Do Not Print".
7. Going back to the "Clinical Document Viewer" form, validate the forms marked as "Do Not Print" are excluded,
8. Using "Document Management Definition" form, mark a document type as "Do not release".
9. Going back to the "Clinical Document Viewer" form, validate the forms marked as "Do Not Release" are excluded.

• To be tested in a multiple server environment that has multiple root system codes.
• Using the "Document Management Definition" form:
• Identify a form that exists in all system codes.

1. Using the "Document Management Definition" form:
2. Edit the existing form identified as existing in all root system codes.
3. File the form.
4. Open the "Client Document Capture" form.
5. Scan or import a document.
6. Select the form edited in "Document Management Definition".
7. Scan or import the document.
8. Using "Clinical Document Viewer", select the test client.
9. Validate the document that was just filed for the form that exists in all root system codes displays as it was previously filed.