RADplus 2024 Update 19

Last updated
Save as PDF

Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2024 Monthly Release 2024.00.00

Product Update Description

The 'Delete Document' form is enhanced to include the option to preview the document before deletion. Note: 'Confidential Notes' will not be displayed if the user does not have access to view.

Required Updates

None

Included Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-95371 Details \| User Acceptance Tests Delete Document - 'Display Document' button The 'Delete Document' form is enhanced to include the option to preview a document before deletion. Please note: 'Confidential Notes' will not be displayed if the user does not have access to view. Value Added: The ability to view a document before deletion.	Topics • Clinical Document Viewer • Delete Document

Acceptance Tests

AV-95371 Summary | Details

Delete Document - 'Display Document' button

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Clinical Document Viewer
Delete Document
Progress Notes (Group and Individual)
Registry Settings (PM)
Site Specific Section Modeling (CWS)
User Definition

Scenario 1: Delete Document - Validate form functionality

Specific Setup:

Have a client with any type document created for any episode. For example a "Document Routing" document (Client A).

Steps

Access the 'Delete Document' form.
Select "Client" in the 'Entity Type' field.
Select "Individual" in the 'Include' field.
Select "Client A" in the 'Entity' field.
Select the episode in the "Episode" field.
Click [Form Search].
Select the form name in the "Select a Form" screen.
Click [OK].
Select the desired form in the 'Select Form' field.
Validate the 'Display Document' button is displayed.
Click [Display Document].
Validate the document displays as expected.
Click [Close All Documents and Exit].
Click [Delete].
Click [Yes], confirming the deletion.
Access the 'Clinical Document Viewer' form.
Select "Individual" in the 'Select All or Individual Client' field,
Select "Client A" in the 'Select Client' field.
Select the episode in the 'Episode' field.
Click [Process].
Validate the deleted document is not present.
Close the form.

Scenario 2: Delete Document - User with access to confidential notes

Specific Setup:

The 'RADplus->System Security->User Definition->->->Enable View Confidential Notes' registry setting is set to "Y".
The following must be configured for the 'Progress Notes (Group and Individual)' form:
In 'Site Specific Section Modeling' - A single select dictionary with "Confidential Notes Logic" selected in the 'Product Custom Logic Definition' field. This field will be named 'Is this a confidential note?'.
Yes/No dictionary values should also be configured for this field which can be done in 'Dictionary Update'.
Document routing is enabled in 'Document Routing Setup'.
The logged in user has access to confidential notes in 'User Definition' (User A).
A client is enrolled in an existing episode (Client A).

Steps

Select "Client A" and access the Progress Notes (Groups and Individual)' form.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Yes" in the 'Is this a confidential note?' field.
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate a 'Confirm Document' dialog is displayed.
Click [Accept].
Enter the password associated to the logged in user and click [Verify].
Access 'Delete Document' form.
Select "Client" in the 'Entity Type' field.
Select "Individual" in the 'Include' field.
Select "Client A" in the 'Entity Search' field.
Select the desired episode in the 'Episode' field.
Click [Form Search].
Select the corresponding form type and click [OK].
Select the record filed in the previous steps in the 'Select Form' field.
Click [Display Document].
Validate the document details are displayed. User can select/view the document since they have access to confidential notes.
Click [Close All Documents] and [Delete].
Validate a message is displayed stating: Are you sure you want to delete this document?
Click [Yes].
Select "Client" in the 'Entity Type' field.
Select "Individual" in the 'Include' field.
Select "Client A" in the 'Entity Search' field.
Select the desired episode in the 'Episode' field.
Click [Form Search].
Select the corresponding form type and click [OK].
Validate the deleted record is no longer displayed.
Close the form.

Scenario 3: Delete Document - User without access to confidential notes

Specific Setup:

The 'RADplus->System Security->User Definition->->->Enable View Confidential Notes' registry setting is set to "Y".
The following must be configured for the 'Progress Notes (Group and Individual)' form:
In 'Site Specific Section Modeling' - A single select dictionary with "Confidential Notes Logic" selected in the 'Product Custom Logic Definition' field. This field will be named 'Is this a confidential note?'.
Yes/No dictionary values should also be configured for this field which can be done in 'Dictionary Update'.
Document routing is enabled in 'Document Routing Setup'.
The logged in user has access to confidential notes in 'User Definition' (User A).
A client is enrolled in an existing episode (Client A).

Steps

Select "Client A" and access the Progress Notes (Groups and Individual)' form.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Yes" in the 'Is this a confidential note?' field.
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate a 'Confirm Document' dialog is displayed.
Click [Accept].
Enter the password associated to the logged in user and click [Verify].
Access the 'User Definition' form.
Select "User A" in the 'Select User' field.
Select the "Forms and Tables" section.
Select "No" in the 'Allow User to View Confidential Notes' field.
Submit the form.
Access 'Delete Document' form.
Select "Client" in the 'Entity Type' field.
Select "Individual" in the 'Include' field.
Select "Client A" in the 'Entity Search' field.
Select the desired episode in the 'Episode' field.
Click [Form Search].
Select the corresponding form type and click [OK].
Validate the document is not displayed since the user does not have access to confidential notes.
Close the form.

Topics

• Clinical Document Viewer • Delete Document