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RADplus 2024 Update 28

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

Avatar NX Update 2024.04.00
RADplus 2024 Monthly Release 2024.00.01

Product Update Description

Support for widget buttons in the client header is introduced. Please see documentation for details.

Required Updates

None

Included Updates

11, 17

Details
NEW2 CHANGED0 FIXED0
New (2)
Avatar NX - Widget Buttons on Client Header
Avatar NX is enhanced to include widget buttons on the client header. Please note: this is for Avatar NX only, and Avatar NX Release 2024.04.00 is required for full functionality.
Value Added: The ability to launch widgets from the client header
Topics
• Client Header • NX • Progress Notes • Progress Notes (Group And Individual) • Update Client Data • Widgets
 
The 'Client Lookup/Header Configuration Manager' form
The following sections were added to the 'Client Lookup/Header Configuration Manager' form: "Client Header Widgets" and "Client Header Override Fields".
In the "Client Header Override" section, widget buttons are configured for program overrides, and the fields for the associated programs are configured in the "Client Header Override Fields" section.
Value Added: The ability to configure widgets for the client header
Topics
• Client Header • NX • Progress Notes • Progress Notes (Group And Individual) • Update Client Data • Widgets
 
Acceptance Tests
AV-95210 Summary | Details
Avatar NX - Widget Buttons on Client Header
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Lookup/Header Configuration Manager
Scenario 1: 'Client Lookup/Header Configuration Manager' - Adding widgets
Specific Setup:
  • Two program overrides must be configured in the 'Client Lookup/Header Configuration Manager' form:
  • Program A and Program B
  • Three clients must be defined:
  • A client must be enrolled in an existing episode (Client A).
  • A client must be enrolled in Program A (Client B).
  • A client must be enrolled in Program B (Client C).
  • Please note: this is for Avatar NX systems only.
Steps
  1. Access the 'Client Lookup/Header Configuration Manager' form.
  2. Validate the additional form sections: Client Header Widgets, Client Header Override, and Client Header Override Fields.
  3. Navigate to the "Client Header Widgets" form section.
  4. Select the desired widget from the 'Select Widget Button to Include (Max 5)' field.
  5. Click [Add Widget to Header].
  6. Validate the widget displays in the 'Included Widget Buttons' field.
  7. Repeat steps 1c-1e four more times.
  8. Click [Submit].
  9. Access the 'Client Lookup/Header Configuration Manager' form.
  10. Navigate to the "Client Header Override" form section.
  11. Select "Program A" from the 'Client Header Override' field.
  12. Click [Edit Selected Item].
  13. Select the desired widget from the 'Select Widget Button to Include (Max 5)' field.
  14. Click [Add Widget to Header].
  15. Validate the widget displays in the 'Included Widget Buttons' field.
  16. Navigate to the "Client Header Override Fields" form section.
  17. Validate the previously submitted data for "Program A" displays as expected.
  18. Click [Submit].
  19. Select "Client A".
  20. Validate the widget buttons configured in step 1 display as expected.
  21. Select "Client B".
  22. Validate the widget buttons configured in step 2 displays as expected.
  23. Select "Client C".
  24. Validate no widget buttons display in the client header since none were configured for this program.
  25. Access the 'Client Lookup/Header Configuration Manager' form.
  26. Navigate to the "Client Header Widgets" form section.
  27. Select the desired widget from the 'Select Widget to Remove' field.
  28. Click [Remove Widget].
  29. Validate the 'Included Widget Buttons' field updates and displays accordingly.
  30. Click [Submit].
  31. Select "Client A".
  32. Validate the widget buttons display as expected.
  33. Access the 'Client Lookup/Header Configuration Manager' form.
  34. Navigate to the "Client Header Widgets" form section.
  35. Select the desired widget from the 'Select Widget to Change Display Order' field.
  36. Select the desired value from the 'Display Order' field.
  37. Click [Update Order].
  38. Validate the 'Included Widget Buttons' field updates and displays accordingly.
  39. Click [Submit].
  40. Select "Client A".
  41. Validate the widget buttons display as expected.
Scenario 2: Avatar NX - Validate widget buttons in client header
Specific Setup:
  • The logged in user must have the 'Client Information header' configured to their 'myDay' view.
  • The logged in user must have additional view configured.
  • The 'Default Value for Console View Episodes' registry setting must be set to "0"
  • There must be 5 widgets assigned in the 'Client Lookup/Header Configuration Manager' form.
  • Two program overrides must be configured in the 'Client Lookup/Header Configuration Manager' form:
  • Program A and Program B
  • "Program B" must have a widget assigned.
  • Three clients must be defined:
  • A client must be enrolled in more than one existing episodes (Client A).
  • Episode 1 must be 'Program A' and the other can be any other program that's not an override.
  • A client must be enrolled in 'Program A' (Client B).
  • A client must be enrolled in 'Program B' (Client C).
  • Please note: this is for Avatar NX systems only.
Steps
  1. Select "Client A" and access the 'Update Client Data' form.
  2. Validate five widgets buttons display in the client header.
  3. Undock one the widgets.
  4. Validate the undocked widgets displays: "Client A | Episode: All" as well as the appropriate data.
  5. Continue undocking widgets in the client header.
  6. Validate the undocked widgets display the correct client information.
  7. Navigate back to the 'myDay' view.
  8. Validate all the undocked widgets close.
  9. Navigate back to the 'Update Client Data' form.
  10. Click [Discard] and [Yes].
  11. With "Client A" selected, undocked the widgets from the client header.
  12. Validate the undocked widgets display the correct client information.
  13. Select a different episode from the 'Episode Selection' field in the top navigation
  14. Validate the undocked widgets update accordingly.
  15. Select "Client B".
  16. Validate no widget buttons display in the client header since none are configured for "Program A".
  17. Validate the undocked widgets update accordingly.
  18. Close the undocked widgets.
  19. Access the 'Progress Notes (Group and Individual)' form.
  20. Validate no widget buttons display in the client header.
  21. Clear the 'Select Episode' field.
  22. Validate the five configured widget buttons display in the client header.
  23. Select "Client C" from the 'Select Client' field.
  24. Validate the widget button configured for "Program B" displays in the client header.
  25. Undock this widget.
  26. Validate the undocked widget displays the correct client information.
  27. Select the desired value in the 'Progress Note For' field.
  28. Select the desired value in the 'Note Type' field.
  29. Enter the desired value in the 'Notes' field.
  30. Select "Draft" in the 'Draft/Final' field.
  31. Click [File Note] and [No].
  32. Validate the undocked widget closes.
  33. Clear the client.
Topics
• Client Header • NX • Progress Notes (Group And Individual) • Update Client Data
AV-95212 Summary | Details
The 'Client Lookup/Header Configuration Manager' form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Lookup/Header Configuration Manager
Scenario 1: 'Client Lookup/Header Configuration Manager' - Adding widgets
Specific Setup:
  • Two program overrides must be configured in the 'Client Lookup/Header Configuration Manager' form:
  • Program A and Program B
  • Three clients must be defined:
  • A client must be enrolled in an existing episode (Client A).
  • A client must be enrolled in Program A (Client B).
  • A client must be enrolled in Program B (Client C).
  • Please note: this is for Avatar NX systems only.
Steps
  1. Access the 'Client Lookup/Header Configuration Manager' form.
  2. Validate the additional form sections: Client Header Widgets, Client Header Override, and Client Header Override Fields.
  3. Navigate to the "Client Header Widgets" form section.
  4. Select the desired widget from the 'Select Widget Button to Include (Max 5)' field.
  5. Click [Add Widget to Header].
  6. Validate the widget displays in the 'Included Widget Buttons' field.
  7. Repeat steps 1c-1e four more times.
  8. Click [Submit].
  9. Access the 'Client Lookup/Header Configuration Manager' form.
  10. Navigate to the "Client Header Override" form section.
  11. Select "Program A" from the 'Client Header Override' field.
  12. Click [Edit Selected Item].
  13. Select the desired widget from the 'Select Widget Button to Include (Max 5)' field.
  14. Click [Add Widget to Header].
  15. Validate the widget displays in the 'Included Widget Buttons' field.
  16. Navigate to the "Client Header Override Fields" form section.
  17. Validate the previously submitted data for "Program A" displays as expected.
  18. Click [Submit].
  19. Select "Client A".
  20. Validate the widget buttons configured in step 1 display as expected.
  21. Select "Client B".
  22. Validate the widget buttons configured in step 2 displays as expected.
  23. Select "Client C".
  24. Validate no widget buttons display in the client header since none were configured for this program.
  25. Access the 'Client Lookup/Header Configuration Manager' form.
  26. Navigate to the "Client Header Widgets" form section.
  27. Select the desired widget from the 'Select Widget to Remove' field.
  28. Click [Remove Widget].
  29. Validate the 'Included Widget Buttons' field updates and displays accordingly.
  30. Click [Submit].
  31. Select "Client A".
  32. Validate the widget buttons display as expected.
  33. Access the 'Client Lookup/Header Configuration Manager' form.
  34. Navigate to the "Client Header Widgets" form section.
  35. Select the desired widget from the 'Select Widget to Change Display Order' field.
  36. Select the desired value from the 'Display Order' field.
  37. Click [Update Order].
  38. Validate the 'Included Widget Buttons' field updates and displays accordingly.
  39. Click [Submit].
  40. Select "Client A".
  41. Validate the widget buttons display as expected.
Topics
• Client Header • NX