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RADplus 2024 Update 16

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2024 Monthly Release 2024.00.00

Product Update Description

An issue is resolved where program names in the episode field are truncated in Document Capture.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Document Capture - Allow full text of the Episode field
Allow the full text of the Episode field including the Program Name to display in the drop down in Document Capture.
Topics
• Perceptive
 
Acceptance Tests
AV-90158 Summary | Details
Document Capture - Allow full text of the Episode field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Document Capture
  • Clinical Document Viewer
  • Document Capture
Scenario 1: Client Document Capture - Validation
Specific Setup:
  • Perceptive storage method must be utilized.
  • A client must be enrolled in an existing episode (Client A).
  • A document must exist for import.
Steps
  1. Access the 'Client Document Capture' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Select any episode for the 'Episode Number' field.
  4. Click [Launch POS Capture].
  5. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
  6. Click [Import].
  7. Validate the 'Document Capture' opens in a new window.
  8. Select any value in the 'Document Type' field.
  9. Enter any value in the 'Document Description' field.
  10. Click [Capture] and [Browse].
  11. Locate the file to be imported and click [Open] and [Done].
  12. Validate the image displays.
  13. Click [Save].
  14. Validate a message stating: 'Save Was Successful.' and 'Document Added to Avatar!'
  15. Close the form.
  16. Access the undocked 'Clinical Document Viewer' form.
  17. Validate the form opens in a new window.
  18. Select "Client" in the 'Select Type' field.
  19. Select 'Individual' in the 'Select All or Individual Client' field.
  20. Enter "Client A" in the 'Select Client' field.
  21. Select the episode from the previous steps in the 'Episode' field.
  22. Click [Process].
  23. Locate and select the document that was saved in the previous steps.
  24. Validate the image displays.
  25. Click [Close All Documents], [Search] and [Close].
Scenario 2: Validate Document Capture - Import Episodic
Specific Setup:
  • Perceptive must be installed and enabled.
Steps
  1. Select a client from "myClients" or from the Client search.
  2. Open the client's dashboard.
  3. Using "Document Capture", scan or import in a document.
  4. Select the desired episode to assign the document to.
  5. Validate the correct Episode displays in the "Document Properties" pane.
  6. Capture and save the document.
  7. View the document using "Clinical Document Viewer" or the Chart to ensure it has the correct episode designation and that it displays.
Scenario 3: Chart - Client Document Capture - Scan Episodic
Specific Setup:
  • Perceptive must be configured and enabled.
Steps
  1. Open the "Chart Review" form.
  2. Select the desired client.
  3. Navigate to the "Chart".
  4. Click "Document Capture".
  5. Scan a document and identify an episode.
  6. Note the document type.
  7. Save the document.
  8. Click the document type the document was just saved under.
  9. Locate the document that was just saved.
  10. Validate the document displays as it was scanned.
  11. Print the document and validate it prints as it was scanned.
  12. Close the forms.
Scenario 4: Validate Document Capture - Import Non-Episodic
Specific Setup:
  • Perceptive must be configured and enabled.
  • Please note: this is for Avatar NX systems only.
  • A client must be enrolled in an existing episode (Client A).
  • 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).
Steps
  1. Select "Client A" and launch the 'Client Dashboard'.
  2. Click 'Document Capture' icon.
  3. Validate a 'Capture Mode' dialog stating: 'How would you like to capture documents?'
  4. Click [Import].
  5. Select 'Non-episodic' in the 'Episode' field.
  6. Validate the 'Document Capture' opens in a new window.
  7. Select any value in the 'Document Type' field.
  8. Enter any value in the 'Document Description' field.
  9. Click [Capture] and [Browse].
  10. Locate the file to be imported and click [Open] and [Done].
  11. Validate the image displays.
  12. Click [Save].
  13. Validate a message stating: 'Save Was Successful.' and 'Document Added to Avatar!'
  14. Click [Close Document Capture].
  15. Close the 'Client Dashboard'.
  16. Navigate to the 'All Documents' view.
  17. Validate the newly imported non-episodic document is present and select it.
  18. Validate the 'Console Widget Viewer' displays the document as expected.
  19. Click [Close All].
  20. Validate the 'Console Widget Viewer' no longer displays the document.
  21. Click 'Document Capture' icon.
  22. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
  23. Click [Import].
  24. Select 'Non-episodic' in the 'Episode' field.
  25. Validate the 'Document Capture' opens in a new window.
  26. Click [Close all open forms].
  27. Validate the 'Document Capture' form is closed as expected.
Topics
• Perceptive

 

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  2. Tags
    1. content:release
    2. llm-no-index
    3. Perceptive
    4. RADplus 2024 Update 16
    5. role:sysadmin