'Provider File Attach' Form
Scenario 1: 'Provider File Attach' - Form Verification
Specific Setup:
- Document Management Configuration must be defined for Cache Server or Perceptive (via Avatar PM / RADplus Utilities 'Document Management Defaults' form)
- Dictionary Codes may optionally be defined for 'Other Tabled Files' Data Element '(70007) Document Type' (via Avatar MSO 'Dictionary Update' form)
- 'Provider File Attach' Widget may optionally be assigned to Chart View Definition/Home View Definition/Client Dashboard View assigned to user (via 'View Definition' form / 'NX View Definition' form)
- Clinical Document Viewer/Document Management/All Documents Widgets may optionally be assigned to Chart View Definition/Home View Definition/Client Dashboard View assigned to user (via 'View Definition' form / 'NX View Definition' form)
- One or more .PDF (Adobe Portable Document Format) and/or .TIF (Tagged Image File Format) files for Provider File Attach upload/storage
- Crystal Reports or other SQL reporting tool
Steps
- Open Avatar MSO 'Provider File Attach' form (under 'Avatar MSO / Provider Management' menu).
- Enter/select 'Member ID' value.
- Enter/select 'Provider' value.
- In 'File Type' field, ensure the following selections are available:
- 'Authorization' (will link File Attachment to a specific Avatar MSO Service Authorization record for selected Provider)
- 'Provider' (will link File Attachment to selected Provider)
- 'Other' (will link File Attachment to selected Provider)
- Select 'File Type' value (and 'Authorization' field value if applicable).
- Select 'Document Type' value and/or enter 'Comments' value if desired.
- Click 'Upload File' button, and select file for Provider Attachment upload/storage.
- On completion of File Attachment upload, ensure 'File Name' field is populated with uploaded file name.
- Click 'Store File' field to store File Attachment in Avatar MSO; ensure user is presented with confirmation dialog noting 'File successfully created'.
- Click 'OK' button to return to 'Provider File Attach' form.
- Select 'File Type' value for previously uploaded/stored File Attachment.
- Ensure uploaded/stored File Attachment files are listed/available for selection in the 'Existing Files' field.
- Close 'Provider File Attach' form.
- Navigate to Home View, Chart View or Client Dashboard View where Avatar MSO 'Provider File Attach' Widget is assigned/present
- Ensure that the 'Provider File Attach' Widget displays all uploaded/stored File Attachment files for selected/currently active Member ID/Client (one row in Widget display per File Attachment).
- Navigate to Home View, Chart View or Client Dashboard View where one or more myAvatar Clinical Document Viewer/Document Management/All Documents Widgets is/are assigned/present
- Ensure that the Clinical Document Viewer/Document Management/All Documents Widget displays all uploaded/stored File Attachment files where expected for selected/currently active Member ID/Client, including 'Form Name' value of 'Provider Document'.
- Open Crystal Reports or other SQL reporting tool.
- In Avatar PM/Avatar MSO SQL table 'DOCM.document_image', ensure that all uploaded/stored Provider File Attachment files are present in SQL table data (one row per File Attachment); ensure that 'formID' value for Provider File Attachment records is 'PCON' ('Provider Document').
- Note - As 'formID' is used for 'Form Name' display in Clinical Document Viewer/Document Management/All Documents Widgets; on installation of RADPlus 2024 Update 34, all existing Provider File Attach related Document Management rows will be updated with 'formID' value 'PCON'
- In Avatar MSO SQL table 'SYSTEM.file_attach_object', ensure that all uploaded/stored Provider File Attachment files are present in SQL table data (one row per File Attachment).
- In Avatar MSO SQL table 'SYSTEM.file_attach_comments', ensure that all uploaded/stored Provider File Attachment 'Comments' field entries are present in SQL table data (one row per 'Comments' entry).
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Topics
• Document Management
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