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RADplus 2023 Update 71

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2023 Monthly Release 2023.02.01

Product Update Description

The following issues are resolved: 1) 'Envelope Import' may display incorrect error messages related to the 'Acknowledgment Allowed' prompt. 2) The error '[SUBSCRIPT]FileScriptLinkChanges+6^GUIOptionDesign', which can occur when importing a modeled envelope. 3) Sort date fields on modeled forms may default to the current entity ID. 4) The password fields in 'User Definition' are not cleared when 'Use External Login' is set to 'Yes'.

Required Updates

None

Included Updates

2, 4, 6, 12, 14, 25, 26, 29, 33, 49, 58, 59, 64

Details
NEW0 CHANGED1 FIXED4
Changed (1)
Console Widgets
The cache background method that checks for active jobs created by "Console " widgets that run SQL queries, is updated.
Value Added: Provides for better widget data processing
Topics
• Console Widget • NX
 
Fixed (4)
User Definition - User External Login
The issue is resolved to ensure that password related fields in 'User Definition' are cleared, when prompt 'Use External Login' is set to 'Yes'
Topics
• NX • User Definition
 
Envelope Import - Doc Routing
An issue is resolved to ensure an envelope containing a form enabled for document routing with prompt 'Acknowledgment Allowed' was set to "Yes, can be imported successfully
Topics
• Document Routing • Envelope Import • NX
 
Envelope Import
An issue is resolved to ensure that an envelope containing a form that includes "Form Designer" and "Form Definition" changes, can be imported successfully
Topics
• Envelope Import • Form Designer • NX
 
Modeled Form - Referral Sources
An issue is resolved to ensure "Sort Date" fields on "Referral Sources" entity based modeled forms that are defined with 'Date" sorted primary tables, automatically default to the current date on the form, as expected
KB0074295 v0.01
Topics
• Modeling • NX • Referral
 
Acceptance Tests
AV-66394 Summary | Details
User Definition - User External Login
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
Scenario 1: User Definition (Field Validation) - Enable/Disable a "Netsmart Identity and Access Management(NIAM)" User
Specific Setup:
  • Have registry setting "Enable OpenID Connect Support" enabled in the system by Netsmart
  • The system has been configured for (NIAM) functionality with the appropriate settings configured in the "OpenID Connect Configuration" section of form "System Security Defaults"
  • An "(ODIC) Identity Provider" solution is enabled that will be used in conjunction with Avatar to authenticate a user set up as a "NAIM" user
  • [NIAMuser] has been assigned an external login ID and password by "(ODIC) Identity Provider" to enable login as a "NIAM" user, once they are configured in "myAvatar"
  • The logged in user has permissions to add and edit users in form "User Definition"
Steps
  1. Open form "User Definition"
  2. Enter a new user ID or existing user [NIAMuser] in "User ID" field, that will be enabled as a "NIAM" user
  3. Click the "Yes" in the "Use External Login" field
  4. Set the "External Login ID' field to the external login name assigned to [NIAMuser]
  5. Validate there is no value in "System Generated Password" field and the field is disabled
  6. Validate there is no value in "Password Term Duration (Days)" field and the field is disabled
  7. Validate there is no value in "Reminder Notice Number of Days" field and the field is disabled
  8. Validate the "Allow User Renewal" selection field is disabled
  9. Populate any other required and/or desired fields on the form
  10. Submit the form
  11. Validate the form files successfully
  12. Re-open form "User Definition"
  13. Select the [NIAMUser] just updated in step 1
  14. Validate the "Use External Login" field is set to "Yes"
  15. Validate there is no value in "System Generated Password" field and the field is disabled
  16. Validate there is no value in "Password Term Duration (Days)" field and the field is disabled
  17. Validate there is no value in "Reminder Notice Number of Days" field and the field is disabled
  18. Validate the "Allow User Renewal" selection field is disabled
  19. Validate the values of any other required and/or desired fields populated in step 1, are as expected
  20. Navigate back to the "Use External Login" field and set the value to "No"
  21. Validate the "System Generated Password" field is now enabled
  22. Populate the field with a desired password or click the [Generate New Password] button to auto generate a new password
  23. Validate the "Password Term Duration (Days)" field is now enabled
  24. Populate the field with a desired value
  25. Validate the "Reminder Notice Number of Days" field is now enabled
  26. Populate the field with a desired value
  27. Validate the "Allow User Renewal" selection field is now enable
  28. Select the desired value in the field
  29. Validate all other fields populated in step 2a, are still populated as expected
  30. Submit the form
  31. Validate the form files successfully
  32. Re-open form "User Definition"
  33. Select the [NIAMUser] just updated in step 2
  34. Validate all fields in step 2b are still enabled and populated as expected
  35. Validate all other fields populated as expected
  36. Navigate back to "Use External Login" field and set the value back to "Yes" again
  37. Validate the "External Login ID" field is populated with the login name assigned to [NIAMuser]
  38. Validate the value in "System Generated Password" field is cleared and the field is disabled
  39. Validate the value in "Password Term Duration (Days)" field is cleared and the field is disabled
  40. Validate the value in the "Reminder Notice Number of Days" field is cleared and the field is disabled
  41. Validate the "Allow User Renewal" selection field is still selected but the field is disabled
  42. Validate all other fields on the form are populated as expected
  43. Submit the form
  44. Validate the form files successfully
  45. Re-open form "User Definition"
  46. Select the [NIAMUser] just updated in step 3
  47. Validate all fields in step 3b are still populated as expected and disabled
  48. Validate all other fields populated as expected
  49. Close the form
Topics
• NX • User Definition
AV-72159 Summary | Details
Envelope Import - Doc Routing
Scenario 1: Envelope Import - Validate importing "Document Routing" enabled forms
Specific Setup:
  • Have an envelope [DocEnvA] with a modeled form [DocFormA] that is enabled for document routing in form "Document Routing Setup' and has the following prompts set in the "Acknowledgments" section of the form:
  • Prompt 'Acknowledgement Allowed' set to 'Yes'
  • All other prompts in the section are not populated
  • Have an envelope [DocEnvB] with a modeled form [DocFormB] that is enabled for document routing in form "Document Routing Setup' and has the following prompts set in the "Acknowledgments" section of the form
  • Prompt 'Acknowledgement Allowed' set to 'No
  • All other prompts in the section are disabled, as expected
Steps
  1. Open form "Envelope Export".
  2. At the "Select Envelope" prompt, select [DocEnvA]
  3. Click [Begin Export].
  4. At "File Explorer" dialog, navigate to a desired folder location to save the export file
  5. In the "File_Name" field, enter the desired name for the export file or use the default name already populated
  6. Click [Save].
  7. Close the form.
  8. Open form "Envelope Import"
  9. Click [Select Envelope Import File]
  10. In "File Explorer, navigate to the location of [DocEnvA] and select the file
  11. Click [Overwrite Existing]
  12. Click [Begin Import Scan]
  13. Validate the import scan contains no errors or warnings related to "Acknowledgement" related fields
  14. Click [Begin Import]
  15. Validate the envelope imports successfully
  16. Open form "Document Routing Setup"
  17. Click [Select Form] and select [DocFormA]
  18. Navigate to the "Acknowledgement" section of the form
  19. Validate prompt 'Acknowledgement Allowed' set to 'Yes', as expected
  20. Validate all the other prompts in the section are not populated, as expected
  21. Open form "Envelope Export".
  22. At the "Select Envelope" prompt, select [DocEnvB]
  23. Click [Begin Export].
  24. At "File Explorer" dialog, navigate to a desired folder location to save the export file
  25. In the "File_Name" field, enter the desired name for the export file or use the default name already populated
  26. Click [Save].
  27. Close the form.
  28. Open form "Envelope Import"
  29. Click [Select Envelope Import File]
  30. In "File Explorer, navigate to the location of [DocEnvB] and select the file
  31. Click [Overwrite Existing]
  32. Click [Begin Import Scan]
  33. Validate the import scan contains no errors or warnings related to "Acknowledgement" related fields
  34. Click [Begin Import]
  35. Validate the envelope imports successfully
  36. Open form "Document Routing Setup'
  37. Click [Select Form] and select [DocFormB]
  38. Navigate to the "Acknowledgement" section of the form
  39. Validate prompt 'Acknowledgement Allowed' set to 'No', as expected
  40. Validate all the other prompts in the section are disabled, as expected
Topics
• Document Routing • Envelope Import • NX
AV-72431 Summary | Details
Console Widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
Scenario 1: Validate "Console" Widgets using a "SQL Query Override"
Specific Setup:
  • Have registry setting "Enable Console Widgets/Views" is set to "Y"
  • In form "Console Widget Configuration", create a console widget [TestWidget] for any desired form, for this test the "Admission" form is used:
  • In the "SQL Query Override" section, populate the field with a valid SQL query to display date. For this example, the following query is used: SELECT <LINK:PATIENT510:PATID:EPN_uniqueid:EPISODE_NUMBER>PATID,EPISODE_NUMBER, EPN_uniqueid, preadmit_admission_date FROM SYSTEM.episode_history WHERE FACILITY=?FACILITY AND PATID=?PATID
  • Have a client [TetClient] who is admitted in two active episodes. [EpisodeA] and [EpisodeB]
  • Have [TestWidget] and the "Console Widget Viewer" widget added to the logged in user's home view
Steps
  1. At the home view, select [TestClient]
  2. Select [EpisodeA] in the "Episodes" drop down list
  3. Navigate to [TestWidget]
  4. Validate a row is display with admission data for [TestClient] for the [EpisodeA], as expected
  5. Click the [Open Record] button.
  6. Validate the "Admission" form opens for edit and displays the data for [EpisodeA], as expected.
  7. Close the form
  8. Click the [View] button in the row
  9. Validate the "Console Widget Viewer" display data for [EpisodeA], as expected
  10. Click the [Open Record] button in the console viewer
  11. Validate the "Admission" form opens for edit display data for [EpisodeA], as expected
  12. Close the form
  13. Navigate back to the home view
  14. Select [EpisodeB] in the "Episodes" drop down list
  15. Navigate to [TestWidget]
  16. Validate a row is display with admission data for [TestClient] for the [EpisodeB], as expected
  17. Click the [Open Record] button.
  18. Validate the 'Admission" form opens for edit and displays the data for [EpisodeB], as expected.
  19. Close the form
  20. Click the [View] button in the row
  21. Validate the "Console Widget Viewer" display data for [EpisodeB], as expected
  22. Click the [Open Record] button in the console viewer
  23. Validate the "Admission" form opens for edit display data for [EpisodeB], as expected
  24. Close the form
Topics
• Console Widget • NX
AV-89562 Summary | Details
Envelope Import
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Envelope Export (PM)
  • Form Designer (PM)
Scenario 1: Envelope Import - Importing an envelope containing "Form Designer" and "Form Definition" changes
Specific Setup:
  • Create a new modeled envelope [TestEnvelope] containing a form [TestForm] with two or more sections containing any desired field types

Steps
  1. Open form "Form Designer"
  2. Select [TestForm]
  3. Select [Section1]
  4. Make any kind of form designer change to the section and click [Save]
  5. Select [Section2]
  6. Make any kind of form designer change to the section and click [Save]
  7. Select [Section3]
  8. Make any kind of form designer change to the section and click [Save]
  9. Repeat the last step for any other sections
  10. Submit the form
  11. Validate submission is successful
  12. Open "Form Definition"
  13. Select [TestForm]
  14. Navigate to "Section Def" section
  15. Select any desired section and delete the section
  16. Submit the form
  17. Validate the form submits successfully
  18. Open form "Form Designer"
  19. Select [TestForm]
  20. Click the "Sections" field
  21. Validate the section deleted in the previous step is not present in the list, as expected
  22. Validate the other sections are still present in the list
  23. Close the form
  24. Open form "Envelope Export"
  25. Select [TestEnvelope]
  26. Set prompt "Include Form Designer changes?" to "Yes"
  27. Export the envelope and save the file
  28. Close the form
  29. Open form "Envelope Import"
  30. Select the file exported in the previous step
  31. Select "Overwrite Existing"
  32. Set prompt "Include Form Designer changes?" to "Yes"
  33. Click [Begin Import Scan]
  34. Validate there are messages blocking import
  35. Click [Begin Import]
  36. Validate import is successful
  37. Open form "Form Designer"
  38. Select [TestForm]
  39. Click the "Sections" field
  40. Validate the section deleted in step 2 is not present in the list, as expected
  41. Validate the other sections are still present in the list
  42. Open [TestForm]
  43. Validate the section removed in step 2 is no longer present, as expected
  44. Navigate to each of the other sections of the form
  45. Validate the form designer changes made in those sections in step 1 are present, as expected
  46. Populate fields on the other sections
  47. Submit the form
  48. Validate the form submits successfully
Topics
• Envelope Import • Form Designer • NX
AV-89700 Summary | Details
Modeled Form - Referral Sources
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Referral Source Contact
Scenario 1: Modeled Form (w/Primary Table "Date Sorted" )- field validations
Specific Setup:
  • In form "Envelope Definition" create or have an envelope [TestEnvelope], that is defined with "Referral Sources" entity database selected in the "Entity Database" field
  • In form "Table Definition" field create a table [TestTable], that is configured to used envelope [TestEnvelope] and has prompt "Is this Table Date or Order of Entry Sorted" set to "Date Sorted" and field "Column Name of Sort Date" populated with a desired column name [ReferralSortDate].
  • Include any other desired field types in the table
  • Have a modeled form [TestForm] created using table [TestTable] adding the desired columns from the table to the form. Note: the sort date column [RefferralSortDate] defined in step 2 will automatically be displayed as field on the form
  • In form "Referral Source Maintenance"
  • Have a "Referral Source" [RefSourceTestA] submitted that has a "Referral Source" code entered than includes an uppercase "P" character anywhere within its name along with any other desired characters
  • Have a "Referral Source" [RefSourceTestB] submitted that has a "Referral Source" code entered than does 'not' include an uppercase "P" character anywhere within its name along with any other desired character
Steps
  1. Open form [TestForm]
  2. In the "Select Referral Source" field, select [RefSourceTestA]
  3. Validate the [RefferralSortDate] field is automatically populated with today's date, as expected
  4. Populate all other required and desired fields on the form
  5. Submit the form
  6. Validate the form submits successfully
  7. Re-open form [TestForm]
  8. In the "Select Referral Source" field, select [RefSourceTestA]
  9. At the "Pre-Display" screen, select the row just submitted in step 1
  10. Validate the [RefferralSortDate] field is automatically populated with today's date, as expected
  11. Validate all other fields populated in step 1, are populated as expected
  12. Open form [TestForm]
  13. In the "Select Referral Source" field, select [RefSourceTestB]
  14. Validate the [RefferralSortDate] field is automatically populated with today's date, as expected
  15. Populate all other required and desired fields on the form
  16. Submit the form
  17. Validate the form submits successfully
  18. Re-open form [TestForm]
  19. In the "Select Referral Source" field, select [RefSourceTestB]
  20. At the "Pre-Display" screen, select the row just submitted in step 3
  21. Validate the [RefferralSortDate] field is automatically populated with today's date, as expected
  22. Validate all other fields populated in step 3, are populated as expected
Topics
• Modeling • NX • Referral