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RADplus 2023 Update 7

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Product Requirements / Recommendations

RADplus required

Additional Requirements

Avatar NX Release 2023.01.00 is required for full functionality.
Please note: this functionality is available only in myAvatar NX.

Product Update Form Description

The following changes are made: 1) The 'Condensed Header' tab is added to the 'Client Lookup/Header Configuration Manager' form. 2) The 'Condensed Header Override' tab is added to the 'Client Lookup/Header Configuration Manager' form. 3) Avatar is enhanced to support 'Condensed Header' functionality introduced or released in Avatar NX Release 2023.01.00.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
'Client Lookup/Header Configuration Manager' - Client Header
The 'Condensed Header' and 'Condensed Header Override' sections are added to the 'Client Lookup/Header Configuration Manager' form for Avatar NX. This adds support for collapsing/expanding the client header. Please note: Avatar NX Update 2023.01.00 is required for full functionality.
Value Added: Enhanced client experience
Topics
• Allergies and Hypersensitivities • myAvatar NX Only • NX • Progress Notes (Group And Individual) • RADplus Utilities • View Definition
 
Acceptance Tests
AV-83759 Summary | Details
'Client Lookup/Header Configuration Manager' - Client Header
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • CarePOV Management
  • Progress Notes (Group and Individual)
  • Allergies and Hypersensitivities
  • Client Lookup/Header Configuration Manager
  • NX View Definition
  • View Definition
Scenario 1: Bed Board client alert icons display in the client header
Specific Setup:
  • Bed Board POV widget is installed and enabled.
  • Five "Client Alerts" are defined in "CarePOV Management" form with icons.
  • The "Client Information" widget is present on the Home View.
  • A client is enrolled in an inpatient episode and has data filed for the five client alerts to display (Client A).
Steps
  1. Open "CarePOV Management" form.
  2. Select the "Client Alerts" section.
  3. Select "Edit" in the 'Add or Edit Alert' field.
  4. Select an alert in the 'Client Alert' field.
  5. Select "Yes" in the 'Include in Client Header' field.
  6. Click [Save].
  7. Repeat the above steps to add the five defined client alerts to the client header.
  8. Select "Client A" and navigate to the "Client Information" widget.
  9. Validate the five "Client Alert" icons are displayed.
  10. Select "Client A" and access the 'Progress Notes (Group and Individual)' form.
  11. Validate the five "Client Alert" icons are displayed in the client header.
  12. Close the form.
Scenario 2: Validate form access in the Client Header
Specific Setup:
  • A client must be admitted into an active episode and have 100 allergies on file (Client A).
  • There must be two users:
  • A user that is logged in and has full access to forms (User A).
  • A user that does not have access to the 'Allergies and Hypersensitivities' form (User B).
  • The users' myDay view must be configured to include the Client Information header (View A).
  • Please note: This is for Avatar NX systems only.
Steps
  1. Select "Client A" and navigate to "View A".
  2. Hover over the 'Allergies (100)' link in the 'Client Header'.
  3. Validate a flyover displays fifteen allergies listed and 85 more.
  4. Click the 'Allergies (100)' link.
  5. Validate a menu displays and the user can scroll through all the allergies.
  6. Close the menu.
  7. Click edit icon.
  8. Validate the 'Allergies and Hypersensitivities' form opens.
  9. Validate the edit icon no longer displays in the 'Client Header'.
  10. Discard the form.
  11. Select "Client A" and launch the 'Client Dashboard'.
  12. Validate the 'Client Dashboard' displays as expected.
  13. Hover over the 'Allergies (100)' link in the 'Client Header'.
  14. Validate a flyover displays fifteen allergies listed and 85 more.
  15. Click the 'Allergies (100)' link.
  16. Validate a menu displays and the user can scroll through all the allergies.
  17. Close the menu.
  18. Click edit icon.
  19. Validate the 'Allergies and Hypersensitivities' form opens.
  20. Validate the edit icon no longer displays in the 'Client Header'.
  21. Discard the form.
  22. Log out.
  23. Log in as "User B".
  24. Select "Client A" and navigate to "View A".
  25. Validate the edit icon does not display in the 'Client Header'.
  26. Validate a flyover displays fifteen allergies listed and 85 more.
  27. Click the 'Allergies (100)' link.
  28. Validate a menu displays and the user can scroll through all the allergies.
  29. Close the menu.
  30. Launch the 'Client Dashboard'.
  31. Validate the edit icon does not display in the 'Client Header'.
  32. Hover over the 'Allergies (100)' link in the 'Client Header'.
  33. Validate a flyover displays fifteen allergies listed and 85 more.
  34. Click the 'Allergies (100)' link.
  35. Validate a menu displays and the user can scroll through all the allergies.
  36. Close the menu.
Scenario 3: Condensed Client Header validations
Specific Setup:
  • The logged in user must have access to the 'Client Lookup/Header Configuration Manager' form (User A).
  • The 'Bed Board POV' widget is installed and enabled.
  • Five "Client Alerts" are defined in the 'CarePOV Management' form with icons.
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • A client is enrolled in an existing episode and has data filed for the five client alerts to display (Client A).
  • "Client A" must have allergies on file.
  • A program is defined (Program A).
  • A client is admitted in "Program A" (Client B).
  • Please note: This is for Avatar NX systems only.
  • This is for initial configuration. Once the 'Expand/Collapse' toggle has been selected, it will override settings in the 'Client Lookup/Header Configuration Manager' form for the user.
Steps
  1. Access the 'Client Lookup/Header Configuration Manager' form.
  2. Validate the "Condensed Header" and "Condensed Header Override" fields display.
  3. Navigate to the 'Condensed Header' tab.
  4. Validate "Bed Board Alerts" is selected in the 'Condensed Header Field Position 2' field.
  5. Select any value in the 'Condensed Header Field Position 1' field.
  6. Select "Yes" in the 'Default Views To Condensed Header' field.
  7. Select "Yes" in the 'Default Client Entity Forms to Condensed Header' field.
  8. Validate text displays stating: "Note: This setting will default all views configured to include client information header in view to utilize the condensed header. Individual views may still override this setting via the options 'Default Client Information header to condensed view' in View Definition > View Designer."
  9. Navigate to the 'Condensed Header Override' tab.
  10. Click [Add New Item].
  11. Select "Program A" in the 'Program' field.
  12. Select any value in the 'Condensed Header Field Position 1' field.
  13. Select any value in the 'Condensed Header Field Position 2' field.
  14. Select "No" in the 'Default Client Entity Forms To Condensed Header' field.
  15. Click [Submit].
  16. Log out.
  17. Log in as "User A".
  18. Navigate to the 'All Documents' view.
  19. Select "Client A" from the 'My Clients' list.
  20. Validate the client information header is condensed.
  21. Validate the value selected in the 'Condensed Header Field Position 1' field displays.
  22. Validate the 'Bed Board Alerts' display.
  23. Click [View] and validate a menu displaying all 'Active Alerts'.
  24. Close the menu.
  25. Click [Allergies] and validate a menu displaying allergies.
  26. Close the menu.
  27. Click the 'Expand/Collapse' toggle.
  28. Validate the client information header is full size.
  29. Navigate to the 'myDay' view.
  30. Navigate to the 'All Documents' view.
  31. Validate the client information header is full size.
  32. Launch the 'Client Dashboard'.
  33. Validate the client information header is full size.
  34. Click the 'Expand/Collapse' toggle.
  35. Validate the client information header is condensed.
  36. Click [Close].
  37. Navigate to the 'myDay' view.
  38. Access the 'Progress Notes (Group and Individual)' form.
  39. Validate the client information header is condensed.
  40. Clear the 'Select Client' field.
  41. Enter and select "Client B" in the 'Select Client' field.
  42. Validate the client information header is full size.
  43. Close the form.
  44. Access the 'View Definition' form.
  45. Click [Select View].
  46. Select "Add New View" in the 'Select Views' field.
  47. Click [OK].
  48. Enter any value in the 'View ID' field.
  49. Enter "View A" in the 'View Description' field.
  50. Select "Home View" in the 'View Type' field.
  51. Select "Yes" in the 'Allow User To Customize View' field.
  52. Click [Launch View Designer].
  53. Validate 'Default Client Information header to condensed view' is disabled.
  54. Click [Include Client Information header in view].
  55. Validate 'Default Client Information header to condensed view' is now enabled.
  56. Select the desired widgets and arrange them as desired.
  57. Click [Submit], [Submit], and [No].
  58. Access the 'NX View Definition' form.
  59. Select "User" in the 'User or Role' field.
  60. Enter and select "User A" in the 'Select User' field.
  61. Click [Additional myDay Views].
  62. Select "View A" and click [OK].
  63. Click [File].
  64. Validate an 'Avatar NX View Definition' dialog stating: "Filed" and click [OK].
  65. Close the form.
  66. Validate "View A" displays in the top navigation.
  67. Navigate to "View A".
  68. Validate the client information header is full size.
  69. Select the 'Customize Toggle' button.
  70. Select the 'My Activity' menu.
  71. Select the 'View/Add Widgets' tab.
  72. De-select 'Include Client Information header in view'.
  73. Validate the client information head no longer displays.
  74. Select the 'Customize Toggle' button and close the menu.
Topics
• Allergies and Hypersensitivities • myAvatar NX Only • NX • Progress Notes (Group And Individual) • RADplus Utilities • View Definition