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RADplus 2024 Update 41

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2024 Monthly Release 2024.01.01

Product Update Description

The following changes are made: 1) Deleting a form type definition from the master facility in a Perceptive-enabled system will check all connected facilities before deletion. 2) Improved error handling when documents are sent to Perceptive.

Required Updates

None

Included Updates

5

Details
NEW0 CHANGED1 FIXED1
Changed (1)
Document Management Definition - Deleting form
Deleting a form type definition from the master facility in a Perceptive-enabled system will check all connected facilities before deletion.
Value Added: Functionality improvements
Topics
• Document Management
 
Fixed (1)
Progress Notes - Error handling
Improved error handling when documents are sent to Perceptive.
Topics
• Progress Notes • Progress Notes (Group And Individual)
 
Acceptance Tests
AV-92991 Summary | Details
Progress Notes - Error handling
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • Progress Notes (Group and Individual)
  • Create New Progress Notes Form
  • HomeView - My To Do's widget
  • Progress Notes (Group and Individual) 6
  • Site Specific Section Modeling (CWS)
  • User Definition
Scenario 1: Progress Notes (Group and Individual) - Validate document routing
Specific Setup:
  • Document routing must be enabled for the "Progress Notes (Group and Individual)" form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the "Progress Notes (Group and Individual)" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the "Progress Notes (Group and Individual)" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the "Progress Notes (Group and Individual)" form.
  28. Create a progress note and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 11b-12c for each additional approver.
  35. Open "Clinical Document Viewer".
  36. Validate the document that was just filed display and prints.
Scenario 2: Copy of Progress Notes (Group and Individual) - Validate document routing
Specific Setup:
  • A new copy of the progress note form is created using "Create New Progress Note" form.
  • Document routing is enabled for the copy of the "Progress Notes (Group and Individual)" form.
Steps
  1. Open the copy of the "Progress Notes (Group and Individual)" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the copy of the "Progress Notes (Group and Individual)" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the copy of the "Progress Notes (Group and Individual)" form.
  13. Sign on as the first approver.
  14. Locate the document in the approver's "My To Do's" widget.
  15. Click on "Approve Document".
  16. Click "Accept".
  17. Enter the approver's password.
  18. Log on as another approver.
  19. Locate the document in the approver's "My To Do's" widget.
  20. Click on "Approve Document".
  21. Click "Accept".
  22. Enter the approver's password.
  23. Open the "Clinical Document Viewer" form.
  24. Select the document that was just routed/finalized.
  25. Validate that the document displays and prints.
  26. Open the copy of the "Progress Notes (Group and Individual)" form.
  27. Create a progress note and route to several approvers.
  28. Log on as another approver.
  29. Locate the document in the approver's "My To Do's" widget.
  30. Click on "Approve Document".
  31. Click "Accept".
  32. Enter the approver's password.
  33. Repeat steps 12-13 for each additional approver.
  34. Open "Clinical Document Viewer".
  35. Validate the document that was just filed display and prints.
Topics
• Progress Notes • Progress Notes (Group And Individual)
AV-94353 Summary | Details
Document Management Definition - Deleting form
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Management Definition
  • Admission
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • Progress Notes (Group and Individual)
Scenario 1: Document Management Definition - Add/Delete a document
Steps
  1. Open "Document Management Definition".
  2. Add a new form, populating all required fields.
  3. File the form to submit data.
  4. Open "Document Management Definition".
  5. Validate the new form is added.
  6. Click [Delete].
  7. File the form.
  8. Open "Document Management Definition".
  9. Search for the form that was just deleted, but it's no longer there.
Scenario 2: Document Management Definition - Add/Delete with Multiple Root System Codes
Specific Setup:
  • This must be tested in a system that has multiple root system codes.
Steps
  1. Open "Document Management Definition".
  2. Add a new form, populating all required fields.
  3. File the form to submit data.
  4. Open "Document Management Definition".
  5. Validate the new form is added.
  6. Close the form.
  7. Sign onto a system code that is not the main root system code.
  8. Using the "Progress Notes (Group and Individual)" form.
  9. Create and finalize a progress note for an individual.
  10. Finalize the note and route it to one or more additional approvers.
  11. Log on as the additional approvers and approve the note.
  12. Once the final approver has approved the note, sign off and back onto the main root system code.
  13. Open "Document Management Definition".
  14. Attempt to delete the form that was just added in a previous step.
  15. Validate it won't allow you to delete the form type because there are client forms on file.
Topics
• Document Management