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RADplus 2024 Update 13

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Product Requirements and Recommendations

RADplus required

Product Update Description

The following issues are resolved: 1) To Do notifications will still occur when the 'My To Do's' widget is on the myDay view in Avatar NX. 2) Template on demand widgets will not appear when assigned to a myDay view in Avatar NX. 3) Performance when querying the SYSTEM.RADplus_users and SYSTEM.RADplus_user_roles tables is improved on reporting servers.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED2
New (1)
The 'SYSTEM.RADplus_users' and 'SYSTEM.RADplus_user_roles' SQL tables
Performance is improved when querying the 'SYSTEM.RADplus_users' and 'SYSTEM.RADplus_user_roles' SQL tables on reporting servers.
Value Added: Improved performance when querying tables on reporting servers.
Topics
• Query/Reporting • User Definition • User Role Definition
 
Fixed (2)
Avatar NX - To Do notifications
Ensure To Do notifications do not occur upon login when the 'My To Do's' widget is on the myDay view in Avatar NX.
Topics
• My To Do's • NX View Definition
 
'Template On Demand' widgets
Ensure 'Template On Demand' widgets appear in scrolling text fields when assigned to a myDay view in Avatar NX.
Topics
• Progress Notes • Widgets
 
Acceptance Tests
AV-82869 Summary | Details
Avatar NX - To Do notifications
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • NX View Definition
  • User Definition
Scenario 1: Avatar NX Login - Validate 'Workflow Management' notifications
Specific Setup:
  • Please note: this test is for Avatar NX only.
  • Two views must be defined (View A & View B):
  • "View A" does not have the 'My To Do's' widget assigned.
  • "View B" has the 'My To Do's' widget assigned.
  • The logged in user must have To Do's pending in the 'My To Do's' widget (User A).
  • "User A" must have "View B" as their 'HomeView' in the 'User Definition' form.
Steps
  1. Access the 'NX View Definition' form.
  2. Select "User" in the 'User or Role' field.
  3. Select "User A" in the 'Select User' field.
  4. Select "View A" in the 'myDay' field. This view does not have the 'My To Do's' widget associated.
  5. Click [File].
  6. Log out.
  7. Login to Avatar NX as "User A".
  8. Validate a 'Workflow Management' dialog is displayed stating: There are one or more open items within your Workflow Management To Do List.
  9. Click [OK].
  10. Validate the 'My To Do's' widget is not present on the myDay view.
  11. Access the 'NX View Definition' form.
  12. Select "User" in the 'User or Role' field.
  13. Select "User A" in the 'Select User' field.
  14. Select "View B" in the 'myDay' field. This view has the 'My To Do's' widget associated.
  15. Click [File].
  16. Log out.
  17. Login to Avatar NX as "User A".
  18. Validate no 'Workflow Management' dialog is displayed, since the 'My To Do's' widget is present on the myDay view.
Topics
• My To Do's • NX View Definition
AV-86173 Summary | Details
'Template On Demand' widgets
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • NX View Definition
  • Progress Notes (Group and Individual)
  • User Definition
  • View Definition
  • Widget Import (PM)
Scenario 1: Validate 'Template On Demand' widgets in scrolling free text fields
Specific Setup:
  • Please note: this test is for Avatar NX systems only.
  • The 'Enable Templates On Demand for SQL Widgets' registry setting must be set to "Y".
  • Must have a widget with "Yes" selected in the 'Use for Templates On Demand' field in 'Widget Definition' (Widget A).
  • Two views must be defined (View A & View B).
  • "Widget A" must be assigned to "View A" but is not assigned to "View B".
  • The logged in user (User A) must have the following:
  • "View A" assigned as their myDay view in the 'NX View Definition' form.
  • "View B" assigned as their HomeView in the 'User Definition' form.
  • A client is enrolled in an existing episode (Client A).
  • This client must also have data on file that will populate in "Widget A".
Steps
  1. Log into Avatar NX as "User A".
  2. Validate "Widget A" is present on the myDay view.
  3. Access the 'Progress Notes (Group and Individual)' form.
  4. Select "Client A" in the 'Select Client' field.
  5. Select the desired episode in the 'Select Episode' field.
  6. Select "Independent Note" in the 'Progress Note For' field.
  7. Select the desired value in the 'Note Type' field.
  8. Click on the [Template Icon] in the 'Notes Field'.
  9. Click [Widget Templates] and [Templates].
  10. Validate "Widget A" is available for selection and select it.
  11. Validate the 'Notes Field' populates with the data on file for the client accordingly.
  12. Populate any other required and desired fields.
  13. File the note.
Topics
• Progress Notes • Widgets
AV-89810 Summary | Details
The 'SYSTEM.RADplus_users' and 'SYSTEM.RADplus_user_roles' SQL tables
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
Scenario 1: Query SQL Tables - SYSTEM.RADplus_users and SYSTEM.RADplus_user_roles
Specific Setup:
  • Have an Avatar system that has an "ECP" server configured by Netsmart Representative in order to connect to the Avatar server via the "ECP" server for reporting.
  • Various users and user roles are defined.
Steps
  1. Access Crystal Reports or other SQL Reporting Tool.
  2. Create a report using the 'SYSTEM.RADplus_users' SQL table.
  3. Validate the report displays in a timely manner and contains the users defined in the system.
  4. Close the report.
  5. Create a report using the 'SYSTEM.RADplus_roles' SQL table.
  6. Validate the report displays in a timely manner and contains the user roles defined in the system.
  7. Close the report.
Topics
• Query/Reporting • User Role Definition