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RADplus 2024 Update 29

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2023 Update 25
RADplus 2024 Monthly Release 2024.01.00

Product Update Description

The following issues are resolved: 1) The error 'Error appending comments to document', which can occur when the final approver adds comments to a routed document. 2) The error 'ERROR #388: Unknown Error, code 22003', which can occur when processing the event log report.

Required Updates

None

Included Updates

8

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Document Routing - Approval Comments
Ensure the ability to add approval comments to a document routed for approval. KB0076620 v0.01
Topics
• Approval Comments • Clinical Document Viewer • Document Routing • Modeling • My To Do's • To-Do's
 
The 'Event Log Report'
Ensure the 'Event Log Report' is processed as expected.
Topics
• Query/Reporting
 
Acceptance Tests
AV-90646 Summary | Details
Document Routing - Approval Comments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Document Routing Setup (PM)
Scenario 1: Document Routing Setup - Allow Comments During Approval set to "Yes" for modeled form
Specific Setup:
  • A client must be enrolled in an existing episode.
  • A modeled form is defined with the following (Form A):
  • Two scrolling free text fields (Field A & Field B)
  • A 'Draft/Final' field
  • Document routing enabled and "Yes" selected for 'Allow Comments During Approval'
  • Have two users for testing with associated practitioners (User A & User B).
  • Both users have the "My To Do's" widget on their home view.
Steps
  1. Log in as "User A".
  2. Select "Client A" and access "Form A".
  3. Populate all required and desired fields.
  4. Enter long text in "Field A" and "Field B".
  5. Select "Final" in the 'Draft/Final' field.
  6. Click [Submit].
  7. Validate the 'Confirm Document' dialog is displayed with the form details.
  8. Click [Accept and Route].
  9. Enter the password for the logged in user and click [Verify].
  10. Select "User B" as an approver and click [Submit].
  11. Log out.
  12. Log in as "User B".
  13. Access the 'My To Do' widget.
  14. Locate the 'To Do' that was previously sent from 'Documents to Sign'.
  15. Click [Review] and [Accept].
  16. Enter any value in the 'Approval Comments' field.
  17. Click [Sign].
  18. Enter the logged in user's password in the 'Verify Password' field.
  19. Click [Verify].
  20. Validate the 'To Do' has been removed.
  21. Access the 'Clinical Document Viewer' form.
  22. Select "Client" in the 'Select Type' field.
  23. Select "Individual" in the 'Select All or Individual Client' field.
  24. Select "Client A" in the 'Select Client' field.
  25. Click [Process].
  26. Validate the finalized record for "Form A" is displayed and select it for viewing.
  27. Validate the data filed in the previous steps is displayed as expected, with the 'Approval Comments' appended to the end of the document.
  28. Click [Close All Documents] and close the form.
Topics
• Approval Comments • Clinical Document Viewer • Document Routing • Modeling • My To Do's • To-Do's
AV-95778 Summary | Details
The 'Event Log Report'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Report Viewer
  • Event Log Report
Scenario 1: Event Log Report - 'All' Event Types and Categories
Steps
  1. Access the 'Event Log Report' form.
  2. Enter the current date in the 'Start Date' and 'End Date' fields.
  3. Enter the desired value in the 'Start Time' field to include the event in the setup.
  4. Click [End Time - Current Time].
  5. Select "All Event Types" in the 'All Event Types or Selected' field.
  6. Select "All Categories" in the 'All Categories or Selected' field.
  7. Select "Ascending" in the 'Data Sort' field.
  8. Click [View Event Log].
  9. Validate the report opens up in a new window.
  10. Click 'Events Sorted By User ID'.
  11. Validate the report displays as expected and is filtered by User ID.
  12. Validate the 'IP Address' field is populated with the user's IP Address.
  13. Close the report and the form.
Topics
• Query/Reporting