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RADplus 2024 Update 47

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Product Requirements and Recommendations

RADplus required

Known Limitations

The 'myToDo's' widget must be used for the Document Approval Notifications due to the fact that the notifications slide out in NX intermittently doesn't allow for the processing of the notifications. This functionality of the notifications slide out will be fixed in a future monthly release.

Recommended Update Level

RADplus 2024 Monthly Release 2024.01.02

Product Update Description

Document management is updated to support document capture approvals for Perceptive.

Required Updates

RADplus 2023 Update 85
RADplus 2023 Update 129
RADplus 2023 Update 131
RADplus 2023 Update 136
RADplus 2024 Update 13
RADplus 2024 Update 40

Included Updates

9, 13, 35, 40

Details
NEW6 CHANGED0 FIXED0
New (6)
Document Management - Approval Notifications
Document management is updated to support document capture approvals for Perceptive.
Value Added: Improvement to document management
Topics
• Document Management • User Role Definition
 
User Definition/User Role Definition - Approval notifications fields added
Adding fields to user definition and user role definition for approval notifications.
Value Added: improving document management
Topics
• Web Services
 
Document Management - Approval notification To-Dos.
Update to send new approval notification to-dos.
Value Added: Improvement to document management
Topics
• Document Management • User Role Definition
 
Document Management - Approval notifications
Create a DocM.document_approval_audit table for recording the approvals and rejections. This table will link to the DocM.document_image table (facility and documentID), and also contain the user, the date and time, the status (approved or rejected) and comment from the approver/rejecter.
Value Added: improve document management
Topics
• Document Management
 
Document Management - Document Capture Approvals
Document management is updated to support document capture approvals for Perceptive document captures.
Value Added: Improvement to document management
Topics
• Document Management • Perceptive
 
Document Management - Document Capture Approvals
Document management is updated to support document capture approvals for Perceptive. A document approval form to display the document to be approved, with options to Electronically Sign or Reject. It should also contain a comment box for text.
Value Added: Improve to document routing to add approver signatures
Topics
• User Merge • User Role File Import
 
Acceptance Tests
AV-89899 Summary | Details
Document Management - Approval Notifications
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Management Definition
  • User Role Definition
  • Document Capture Window
  • User Definition
Scenario 1: User Role Definition - Validate 'Copy User Roles to Other System Codes' functionality
Specific Setup:
  • Have a system defined with two root system codes. [SYSA] and [SYSB].
  • Both system codes contain the same "Forms" and associated form "ID's" defined in form "Document Management Definition".
  • In [SYSA], create a new form type [FormZ] in form "Document Management Definition". Note the form type ID number, for this example "28" is used.
  • In [SYSA], have or create a new user role [RoleZ].
  • Have the 'Registry Settings' form, set the 'Copy User Roles to Other System Codes' registry setting to "Y".
  • Log into root code [SYSA].
Steps
  1. Open the 'User Role Definition' form.
  2. Click [Select User Role].
  3. Select [RoleZ].
  4. In the 'Select Codes To Copy User Role To' field, select [SYSB].
  5. Populate any other required fields in that section.
  6. Click the "Document Management" Section.
  7. Select "No" in the 'Is this user a Document Management Administrator?' field.
  8. Select "Specify Forms" in the 'Forms Allowed To View' field.
  9. Select the document created in the setup, [FormZ].
  10. Submit the form.
  11. Validate an error is displayed "The following document form types to view do not exist in all selected system codes within 'System Codes To Copy User Role To' and will be unchecked". Document form type '28' does not exist in system code [SYSB].
  12. Click [OK]
  13. At the "Submission will be aborted" error message, Click [OK].
  14. Log out of root code [SYSA].
  15. Log into root code [SYSB].
  16. Open form "Document Management Definition".
  17. Click [Select Form].
  18. Click [Add New].
  19. Validate the "Form ID" field has been assigned the same form ID number assigned to [FormZ]. in the se up, form ID "28".
  20. Populate the "Form Name" field.
  21. Populate any other required fields.
  22. Submit the form.
  23. Log out of root code [SYSB].
  24. Log into root code [SYSA].
  25. Open the 'User Role Definition' form.
  26. Click [Select User Role].
  27. Select user role, [RoleZ].
  28. In the 'Select Codes To Copy User Role To' field, select [SYSB].
  29. Populate any other required fields in that section.
  30. Click the "Document Management" Section.
  31. Select "No" in the 'Is this user a Document Management Administrator?' field.
  32. Select "Specify Forms" in the 'Forms Allowed To View' field.
  33. Select the document created in the setup, [FormZ].
  34. Select 'Specify Forms' in the "Forms to Send Approval Notifications" field.
  35. Click "Select Forms for Approval Notifications".
  36. Select the forms you want to use the Approval Notifications functionality.
  37. Select "Yes" in the "Limit Approval Notifications to Caseload Only".
  38. Submit the form.
  39. Validate the form files successfully.
  40. Return to the form.
  41. Select [RoleZ].
  42. Click the "Document Management" Section.
  43. Click "Specify Forms" in the 'Forms Allowed To View' field.
  44. Click [Select Forms to View].
  45. Validate [FormZ] is selected, as expected.
  46. Log out of root code [SYSA].
  47. Log into root code [SYSB].
  48. Open the 'User Role Definition' form.
  49. Click [Select User Role].
  50. Validate the "Select User Role" field contains [RoleZ].
  51. Select [RoleZ].
  52. Click the "Document Management" Section.
  53. Select "Specify Forms" in the 'Forms Allowed To View' field.
  54. Click [Select Forms to View].
  55. Validate [FormZ] is present and selected in the forms list, as expected.
  56. Validate "Forms to Send Approval Notifications" field is set to "Specify Forms".
  57. Click "Select Forms for Approval Notifications".
  58. Validate the forms you want to use the Approval Notifications functionality.
  59. Validate "Limit Approval Notifications to Caseload Only" is set to "Yes".
  60. Close the form.
Scenario 2: User Role Definition - Approval Notifications
Steps
  1. Open the "User Role Definition" form.
  2. Create a user role and set the "Form to Send Approval Notifications" to "All Forms".
  3. Open the "User Definition".
  4. Assign the user to the user role "AllForms".
  5. Open the "Client Document Capture" form.
  6. Scan or import a document.
  7. Navigate to the "myToDos" widget.
  8. Validate that a "Document Capture Approval" notification is received.
  9. Click [Document Capture Approval].
  10. Open the "User Role Definition" form.
  11. Create a user role and set the "Form to Send Approval Notifications" to "No Forms".
  12. Open the "User Definition".
  13. Assign the user to the user role "NoForms".
  14. Open the "Client Document Capture" form.
  15. Scan or import a document.
  16. Navigate to the "myToDos" widget.
  17. Validate that a "Document Capture Approval" notification is not received.
  18. Open the "User Role Definition" form.
  19. Create a user role and set the "Form to Send Approval Notifications" to "Specify Forms".
  20. Open the "User Definition".
  21. Assign the user to the user role "SpecifyForms".
  22. Click [Select Forms for Approval Notifications].
  23. Select specific forms.
  24. Open the "Client Document Capture" form.
  25. Scan or import a document in to one of the forms that were set up in the previous steps for this user role.
  26. Navigate to the "myToDos" widget.
  27. Validate that a "Document Capture Approval" notification is received.
  28. Click [Document Capture Approval].
  29. Approve the document.
Topics
• Document Management • User Role Definition
AV-90368 Summary | Details
User Definition/User Role Definition - Approval notifications fields added
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
Scenario 1: Update user with the "WEBSVC.UserManagement" web service
Specific Setup:
  • Have a system with "Avatar Web Services" installed
  • Have the "WEBSVC.UserManagement" web service imported into the program and the "UpdateUser" web service "request" configured for each root system code.
  • Have an existing user created in form "User Definition"
Steps
  1. Open program "SOAPUI" or other web service program.
  2. Click and open the "UpdateUser" request for the first root system code.
  3. Set the "<UserId>" property equal to the user's Avatar User id.
  4. Update any field property in the request. For example: Set the "<UserDescription>" property to a new user description.
  5. Click [Submit].
  6. Validate a message "User successfully updated" is received.
  7. Open "User Definition" to edit the user.
  8. Validate that the field updated with the web service, is populated as expected.
Scenario 2: Create a user with the "WEBSVC.UserManagement" web service
Specific Setup:
  • Have a new user who requires an Avatar "UserID". "UserA"
  • Have a system with "Avatar Web Services" installed
  • Have a program to test web services, for example "SoapUI"
  • Have the "WEBSVC.UserManagement" web service imported into the program and the "CreateUser" web service "request" configured
Steps
  1. Open program "SOAPUI" or other web service program
  2. Click and open the "CreateUser" request for the first root system code
  3. Populate the "<UserId>" field with a unique user ID to be assigned to "UserA"
  4. Populate the "<UserRoles>>" field
  5. Populate the "<UserDescription>" field
  6. Populate the "<IsAvatarMobileUser>" field
  7. Populate the "<IsUserAStaffMember>" field
  8. Populate the "<IsUserSystemAdministrator>" field
  9. Populate the "<IsUserAUnit>" field
  10. Populate the "<WarnNonCaseloadAccess>" field
  11. Click [Submit]
  12. Validate a message "[UserA] has been created with password : 7K3M" (Note: Password is a temporary password)
  13. Log into Avatar as "UserA" and the temporary password
  14. Validate the user is prompted to create a permanent password
  15. Enter a permanent password
  16. Click [Sign In]
  17. Validate the user is logged in successfully
  18. Log out as "UserA" and log in with the permanent password
  19. Validate the user is logged in successfully
Topics
• Web Services
AV-90397 Summary | Details
Document Management - Approval notification To-Dos.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Document Capture Window
  • Review To Do Item (PM)
  • User Definition
  • User Role Definition
Scenario 1: User Definition - Approval Notifications
Steps
  1. Open the "User Definition" form.
  2. Add a new user.
  3. Fill out all necessary fields.
  4. Navigate to the "Document Management" section.
  5. Set the "Is the User a Document Management Administrator" to "No".
  6. Set "Forms to Allow Approval Notifications" to "Specify Forms".
  7. Click [Select Forms for Approval Notifications].
  8. Select all forms desired to utilize the approval notification functionality.
  9. Select "Yes" in the "Limit Approval Notifications to Caseload Only".
  10. Click [Submit] to file the form.
  11. Open the "User Definition" form.
  12. Navigate to the "Document Management" section.
  13. Validate "Is the User a Document Management Administrator" to set to "No".
  14. Validate "Forms to Allow Approval Notifications" is set to "Specify Forms".
  15. Click [Select Forms for Approval Notifications].
  16. Validate the forms desired to utilize the approval notification functionality are checked.
  17. Validate "Limit Approval Notifications to Caseload Only" is set to "Yes".
  18. Click [Discard].
  19. Open the "User Definition" form.
  20. Navigate to the "Document Management" section.
  21. Set the "Is the User a Document Management Administrator" to "No".
  22. Set the "Form to Send Approval Notifications" to "All Forms".
  23. Open the "Client Document Capture" form.
  24. Scan or import a document.
  25. Navigate to the 'myToDos' widget.
  26. Validate that a "Document Capture Approval" notification is received.
  27. Click [Document Capture Approval].
  28. Open the "User Definition" form.
  29. Navigate to the "Document Management" section.
  30. Set the "Is the User a Document Management Administrator" to "No".
  31. Set the "Form to Send Approval Notifications" to "No Forms".
  32. Open the "Client Document Capture" form.
  33. Scan or import a document.
  34. Navigate to the 'myToDos' widget.
  35. Validate that a "Document Capture Approval" notification is not received.
  36. Open the "User Definition" form.
  37. Navigate to the "Document Management" section.
  38. Set the "Is the User a Document Management Administrator" to "No".
  39. Set the "Form to Send Approval Notifications" to "Specify Forms".
  40. Open the "User Definition".
  41. Assign the user to the user role "SpecifyForms".
  42. Click [Select Forms for Approval Notifications].
  43. Select specific forms.
  44. Open the "Client Document Capture" form.
  45. Scan or import a document in to one of the forms that were set up in the previous steps for this user role.
  46. Navigate to the 'myToDos' widget.
  47. Validate that a "Document Capture Approval" notification is received.
  48. Click [Document Capture Approval].
  49. Approve the document.
Scenario 2: User Role Definition - Approval Notifications
Steps
  1. Open the "User Role Definition" form.
  2. Create a user role and set the "Form to Send Approval Notifications" to "All Forms".
  3. Open the "User Definition".
  4. Assign the user to the user role "AllForms".
  5. Open the "Client Document Capture" form.
  6. Scan or import a document.
  7. Navigate to the "myToDos" widget.
  8. Validate that a "Document Capture Approval" notification is received.
  9. Click [Document Capture Approval].
  10. Open the "User Role Definition" form.
  11. Create a user role and set the "Form to Send Approval Notifications" to "No Forms".
  12. Open the "User Definition".
  13. Assign the user to the user role "NoForms".
  14. Open the "Client Document Capture" form.
  15. Scan or import a document.
  16. Navigate to the "myToDos" widget.
  17. Validate that a "Document Capture Approval" notification is not received.
  18. Open the "User Role Definition" form.
  19. Create a user role and set the "Form to Send Approval Notifications" to "Specify Forms".
  20. Open the "User Definition".
  21. Assign the user to the user role "SpecifyForms".
  22. Click [Select Forms for Approval Notifications].
  23. Select specific forms.
  24. Open the "Client Document Capture" form.
  25. Scan or import a document in to one of the forms that were set up in the previous steps for this user role.
  26. Navigate to the "myToDos" widget.
  27. Validate that a "Document Capture Approval" notification is received.
  28. Click [Document Capture Approval].
  29. Approve the document.
Topics
• Document Management • User Role Definition
AV-90398 Summary | Details
Document Management - Approval notifications
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Document Capture Window
  • Review To Do Item (PM)
  • User Definition
Scenario 1: Document Management - Approval Notifications
Steps
  1. Open the "User Definition" form.
  2. Navigate to the "Forms and Tables" section.
  3. Give the user access to the "Document Capture Approval" form.
  4. Navigate to the "Document Management" section.
  5. Set the "Is this user a Document Management Administrator" field to "No".
  6. Set the "Forms To Send Approval Notifications" to "All Forms".
  7. Click [Submit] to file the form.
  8. Open the "Client Document Capture" form
  9. Select a client and episode.
  10. Select a "Capture Mode".
  11. Either scan or import in a document, depending on the "Capture Mode".
  12. Set the "Document Type" and optionally set "Description".
  13. Click [Save].
  14. Click "Close Document Capture".
  15. Navigate to the 'myToDos' widget.
  16. Click [Additional ToDos]
  17. Locate the approval notification for the document.
  18. Click the [Document Capture Approval] button on the document notification.
  19. Select "Approve" in "Approve/Reject".
  20. Click [File Approval/Rejection].
  21. A message pops up stating "Document Approved".
  22. Click [OK].
  23. Open "Clinical Document Viewer" form.
  24. Locate the document that was approved and validate an additional Electronic signature page is added to the output.
  25. Open the "Client Document Capture" form
  26. Select a client and episode.
  27. Select a "Capture Mode".
  28. Either scan or import in a document, depending on the "Capture Mode".
  29. Set the "Document Type" and optionally set "Description".
  30. Click [Save].
  31. Click "Close Document Capture".
  32. Navigate to the 'myToDos' widget.
  33. Click [Additional ToDos]
  34. Locate the approval notification for the document.
  35. Click the [Document Capture Approval] button on the document notification.
  36. Select "Reject" in "Approve/Reject".
  37. Optionally add "Comments" as to why it's rejected.
  38. File the form.
  39. Click [File Approval/Rejection].
  40. A message pops up stating "Document Rejected".
  41. A notification ToDo is sent to the originator of the document to let them know it's been rejected.
  42. Open the "Clinical Document Viewer" form.
  43. Validate the rejected document is now voided.
  44. Open the "User Definition" form.
  45. Navigate to the "Document Management" section.
  46. Set the "Is this user a Document Management Administrator" field to "No".
  47. Set the "Forms To Send Approval Notifications" to "No Forms".
  48. Click [Submit] to file the form.
  49. Open the "Client Document Capture" form
  50. Select a client and episode.
  51. Select a "Capture Mode".
  52. Either scan or import in a document, depending on the "Capture Mode".
  53. Set the "Document Type" and optionally set "Description".
  54. Click [Save].
  55. Click "Close Document Capture".
  56. Navigate to the myToDos' widget.
  57. Click [Additional ToDos]
  58. Validate no ToDo notification is generated.
  59. Open the "User Definition" form.
  60. Navigate to the "Forms and Tables" section.
  61. Give the user access to the "Document Capture Approval" form.
  62. Navigate to the "Document Management" section.
  63. Set the "Is this user a Document Management Administrator" field to "No".
  64. Set the "Forms To Send Approval Notifications" to "Specify Forms".
  65. Set the "Limit Approval Notifications to Caseload Only" to "Yes".
  66. Click [Submit] to file the form.
  67. Open the "Client Document Capture" form
  68. Select a client and episode.
  69. Select a "Capture Mode".
  70. Either scan or import in a document, depending on the "Capture Mode".
  71. Set the "Document Type" to one of the document types selected under "Specify Forms".
  72. Click [Save].
  73. Click "Close Document Capture".
  74. Navigate to the 'myToDos' widget.
  75. Click [Additional ToDos]
  76. Locate the approval notification for the document.
  77. Click the [Document Capture Approval] button on the document notification.
  78. Select "Approve" in "Approve/Reject".
  79. Click [File Approval/Rejection].
  80. A message pops up stating "Document Approved".
  81. Click [OK].
  82. Open "Clinical Document Viewer" form.
  83. Locate the document that was approved and validate an additional Electronic signature page is added to the output.
  84. Open the "Client Document Capture" form
  85. Select a client and episode.
  86. Select a "Capture Mode".
  87. Either scan or import in a document, depending on the "Capture Mode".
  88. Set the "Document Type" to one of the document types not selected under "Specify Forms".
  89. Click [Save].
  90. Click "Close Document Capture".
  91. Navigate to the 'myToDos' widget.
  92. Click [Additional ToDos]
  93. Locate the ToDo for the document.
  94. Validate there is no [Document Capture Approval] button on the ToDo.
  95. Validate there is a [Review To Do Item] button.
  96. Click [Review To Do Item].
  97. Mark the ToDo as reviewed.
  98. Click [Close].
  99. Open the "Client Document Capture" form
  100. Select a client that isn't in the user's caseload.
  101. Select an episode.
  102. Select a "Capture Mode".
  103. Either scan or import in a document, depending on the "Capture Mode".
  104. Set the "Document Type" to one of the document types not selected under "Specify Forms".
  105. Click [Save].
  106. Click "Close Document Capture".
  107. Navigate to the "myToDos' widget.
  108. Click [Additional ToDos]
  109. Locate the ToDo for the document.
  110. Validate there is no notification generated as this client isn't in the user's caseload.
  111. Validate there is a [Review To Do Item] button.
  112. Click [Review To Do Item].
  113. Mark the ToDo as reviewed.
  114. Click [Close].
Scenario 2: User Definition - Approval Notifications
Steps
  1. Open the "User Definition" form.
  2. Add a new user.
  3. Fill out all necessary fields.
  4. Navigate to the "Document Management" section.
  5. Set the "Is the User a Document Management Administrator" to "No".
  6. Set "Forms to Allow Approval Notifications" to "Specify Forms".
  7. Click [Select Forms for Approval Notifications].
  8. Select all forms desired to utilize the approval notification functionality.
  9. Select "Yes" in the "Limit Approval Notifications to Caseload Only".
  10. Click [Submit] to file the form.
  11. Open the "User Definition" form.
  12. Navigate to the "Document Management" section.
  13. Validate "Is the User a Document Management Administrator" to set to "No".
  14. Validate "Forms to Allow Approval Notifications" is set to "Specify Forms".
  15. Click [Select Forms for Approval Notifications].
  16. Validate the forms desired to utilize the approval notification functionality are checked.
  17. Validate "Limit Approval Notifications to Caseload Only" is set to "Yes".
  18. Click [Discard].
  19. Open the "User Definition" form.
  20. Navigate to the "Document Management" section.
  21. Set the "Is the User a Document Management Administrator" to "No".
  22. Set the "Form to Send Approval Notifications" to "All Forms".
  23. Open the "Client Document Capture" form.
  24. Scan or import a document.
  25. Navigate to the 'myToDos' widget.
  26. Validate that a "Document Capture Approval" notification is received.
  27. Click [Document Capture Approval].
  28. Open the "User Definition" form.
  29. Navigate to the "Document Management" section.
  30. Set the "Is the User a Document Management Administrator" to "No".
  31. Set the "Form to Send Approval Notifications" to "No Forms".
  32. Open the "Client Document Capture" form.
  33. Scan or import a document.
  34. Navigate to the 'myToDos' widget.
  35. Validate that a "Document Capture Approval" notification is not received.
  36. Open the "User Definition" form.
  37. Navigate to the "Document Management" section.
  38. Set the "Is the User a Document Management Administrator" to "No".
  39. Set the "Form to Send Approval Notifications" to "Specify Forms".
  40. Open the "User Definition".
  41. Assign the user to the user role "SpecifyForms".
  42. Click [Select Forms for Approval Notifications].
  43. Select specific forms.
  44. Open the "Client Document Capture" form.
  45. Scan or import a document in to one of the forms that were set up in the previous steps for this user role.
  46. Navigate to the 'myToDos' widget.
  47. Validate that a "Document Capture Approval" notification is received.
  48. Click [Document Capture Approval].
  49. Approve the document.
Topics
• Document Management
AV-90399 Summary | Details
Document Management - Document Capture Approvals
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Document Capture Window
  • Review To Do Item (PM)
  • User Definition
Scenario 1: Client Document Capture - Validation
Specific Setup:
  • Perceptive storage method must be utilized.
  • A client must be enrolled in an existing episode (Client A).
  • A document must exist for import.
Steps
  1. Access the 'Client Document Capture' form.
  2. Enter "Client A" in the 'Client ID' field.
  3. Select any episode for the 'Episode Number' field.
  4. Click [Launch POS Capture].
  5. Validate a 'Capture Mode' dialog stating: "How would you like to capture documents?"
  6. Click [Import].
  7. Validate the 'Document Capture' opens in a new window.
  8. Select any value in the 'Document Type' field.
  9. Enter any value in the 'Document Description' field.
  10. Click [Capture] and [Browse].
  11. Locate the file to be imported and click [Open] and [Done].
  12. Validate the image displays.
  13. Click [Save].
  14. Validate a message stating: 'Save Was Successful.' and 'Document Added to Avatar!'
  15. Close the form.
  16. Access the undocked 'Clinical Document Viewer' form.
  17. Validate the form opens in a new window.
  18. Select "Client" in the 'Select Type' field.
  19. Select 'Individual' in the 'Select All or Individual Client' field.
  20. Enter "Client A" in the 'Select Client' field.
  21. Select the episode from the previous steps in the 'Episode' field.
  22. Click [Process].
  23. Locate and select the document that was saved in the previous steps.
  24. Validate the image displays.
  25. Click [Close All Documents], [Search] and [Close].
Scenario 2: Document Management - Approval Notifications
Steps
  1. Open the "User Definition" form.
  2. Navigate to the "Forms and Tables" section.
  3. Give the user access to the "Document Capture Approval" form.
  4. Navigate to the "Document Management" section.
  5. Set the "Is this user a Document Management Administrator" field to "No".
  6. Set the "Forms To Send Approval Notifications" to "All Forms".
  7. Click [Submit] to file the form.
  8. Open the "Client Document Capture" form
  9. Select a client and episode.
  10. Select a "Capture Mode".
  11. Either scan or import in a document, depending on the "Capture Mode".
  12. Set the "Document Type" and optionally set "Description".
  13. Click [Save].
  14. Click "Close Document Capture".
  15. Navigate to the 'myToDos' widget.
  16. Click [Additional ToDos]
  17. Locate the approval notification for the document.
  18. Click the [Document Capture Approval] button on the document notification.
  19. Select "Approve" in "Approve/Reject".
  20. Click [File Approval/Rejection].
  21. A message pops up stating "Document Approved".
  22. Click [OK].
  23. Open "Clinical Document Viewer" form.
  24. Locate the document that was approved and validate an additional Electronic signature page is added to the output.
  25. Open the "Client Document Capture" form
  26. Select a client and episode.
  27. Select a "Capture Mode".
  28. Either scan or import in a document, depending on the "Capture Mode".
  29. Set the "Document Type" and optionally set "Description".
  30. Click [Save].
  31. Click "Close Document Capture".
  32. Navigate to the 'myToDos' widget.
  33. Click [Additional ToDos]
  34. Locate the approval notification for the document.
  35. Click the [Document Capture Approval] button on the document notification.
  36. Select "Reject" in "Approve/Reject".
  37. Optionally add "Comments" as to why it's rejected.
  38. File the form.
  39. Click [File Approval/Rejection].
  40. A message pops up stating "Document Rejected".
  41. A notification ToDo is sent to the originator of the document to let them know it's been rejected.
  42. Open the "Clinical Document Viewer" form.
  43. Validate the rejected document is now voided.
  44. Open the "User Definition" form.
  45. Navigate to the "Document Management" section.
  46. Set the "Is this user a Document Management Administrator" field to "No".
  47. Set the "Forms To Send Approval Notifications" to "No Forms".
  48. Click [Submit] to file the form.
  49. Open the "Client Document Capture" form
  50. Select a client and episode.
  51. Select a "Capture Mode".
  52. Either scan or import in a document, depending on the "Capture Mode".
  53. Set the "Document Type" and optionally set "Description".
  54. Click [Save].
  55. Click "Close Document Capture".
  56. Navigate to the myToDos' widget.
  57. Click [Additional ToDos]
  58. Validate no ToDo notification is generated.
  59. Open the "User Definition" form.
  60. Navigate to the "Forms and Tables" section.
  61. Give the user access to the "Document Capture Approval" form.
  62. Navigate to the "Document Management" section.
  63. Set the "Is this user a Document Management Administrator" field to "No".
  64. Set the "Forms To Send Approval Notifications" to "Specify Forms".
  65. Set the "Limit Approval Notifications to Caseload Only" to "Yes".
  66. Click [Submit] to file the form.
  67. Open the "Client Document Capture" form
  68. Select a client and episode.
  69. Select a "Capture Mode".
  70. Either scan or import in a document, depending on the "Capture Mode".
  71. Set the "Document Type" to one of the document types selected under "Specify Forms".
  72. Click [Save].
  73. Click "Close Document Capture".
  74. Navigate to the 'myToDos' widget.
  75. Click [Additional ToDos]
  76. Locate the approval notification for the document.
  77. Click the [Document Capture Approval] button on the document notification.
  78. Select "Approve" in "Approve/Reject".
  79. Click [File Approval/Rejection].
  80. A message pops up stating "Document Approved".
  81. Click [OK].
  82. Open "Clinical Document Viewer" form.
  83. Locate the document that was approved and validate an additional Electronic signature page is added to the output.
  84. Open the "Client Document Capture" form
  85. Select a client and episode.
  86. Select a "Capture Mode".
  87. Either scan or import in a document, depending on the "Capture Mode".
  88. Set the "Document Type" to one of the document types not selected under "Specify Forms".
  89. Click [Save].
  90. Click "Close Document Capture".
  91. Navigate to the 'myToDos' widget.
  92. Click [Additional ToDos]
  93. Locate the ToDo for the document.
  94. Validate there is no [Document Capture Approval] button on the ToDo.
  95. Validate there is a [Review To Do Item] button.
  96. Click [Review To Do Item].
  97. Mark the ToDo as reviewed.
  98. Click [Close].
  99. Open the "Client Document Capture" form
  100. Select a client that isn't in the user's caseload.
  101. Select an episode.
  102. Select a "Capture Mode".
  103. Either scan or import in a document, depending on the "Capture Mode".
  104. Set the "Document Type" to one of the document types not selected under "Specify Forms".
  105. Click [Save].
  106. Click "Close Document Capture".
  107. Navigate to the "myToDos' widget.
  108. Click [Additional ToDos]
  109. Locate the ToDo for the document.
  110. Validate there is no notification generated as this client isn't in the user's caseload.
  111. Validate there is a [Review To Do Item] button.
  112. Click [Review To Do Item].
  113. Mark the ToDo as reviewed.
  114. Click [Close].
Topics
• Document Management • Perceptive
AV-90400 Summary | Details
Document Management - Document Capture Approvals
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • User Definition
  • User Merge
  • User Role Definition
  • User Role File Export
  • User Role File Import
Scenario 1: 'User Merge' - merge existing user into a new user
Specific Setup:
  • A CWS form must be attached to the PM menu using the 'Attach Other Application Form To Menu' form (Form A).
  • A user role must be defined (User Role A) with the following:
  • Access to "Form A" in the 'Select Forms' field in the 'Appointment Scheduling' section.
  • "Approval Notifications" data must be on file for this user role.
  • A user must be defined and associated to "User Role A" (User A).
Steps
  1. Access the 'User Merge' form.
  2. Select "New" in the 'Merge Into New or Existing User' field.
  3. Enter "MergeUser" in the 'New User ID' field.
  4. Enter "Merge User" in the 'New User Description' field.
  5. Select "User A" in the 'Source User 1' field.
  6. Click [Submit].
  7. Validate a "Form Return" message is displayed stating: User Merge has completed. Do you wish to return to form?
  8. Click [Yes].
  9. Select the "User Merge Process" section.
  10. Select "User" in the 'All or User' field.
  11. Select "MergeUser" in the 'User Part of Merge' field.
  12. Click [Display Progress Log].
  13. Validate the 'User Merge Progress Log' shows 100% complete. This may take a few moments.
  14. Close the form.
  15. Access the 'User Definition' form.
  16. Select "User A" in the 'Select User' field.
  17. Validate a message is displayed stating: User ID "User A" is disabled. Only User Description can be updated.
  18. Click [OK].
  19. Select "MergeUser" in the 'Select User' field.
  20. Validate the 'User ID' field contains "MergeUser".
  21. Validate the 'User Description' field contains "Merge User".
  22. Validate "User Role A" is selected in the 'User Role(s)' field.
  23. Validate the "Approval Notifications" data was transferred to the new user.
  24. Close the form.
Scenario 2: User Role File Import/Export - Approval Notificatins
Specific Setup:
  • A User Role Definition must be on file. Create one if there aren't any.
  • This user role must have the Approval Notifications data filled out.
Steps
  1. Open the "User Role File Export" form.
  2. Export one or more user roles.
  3. Sign onto a system that doesn't contain the user role(s) contained in the export file.
  4. Open the "User Role File Import" form.
  5. Import the exported user role.
  6. Open "User Role Definition" form.
  7. Validate the user role data matches the system it was exported from.
Topics
• User Merge • User Role File Import
Table Changes
Table Column Change
User.RadPlusUser approvalnotify new field 'Forms to Send Approval Notifications (None, All, Specify Forms)'
User.RadPlusUser limitapprovals new field 'Limit Approval Notifications to Caseload Only'
User.RadPlusUser allowtoapprove new field
User.RadPlusTemplate approvalnotify new field 'Forms to Send Approval Notifications (None, All, Specify Forms)'
User.RadPlusTemplate limitapprovals new field 'Limit Approval Notifications to Caseload Only'
User.RadPlusTemplate allowtoapprove new field
SYSTEM.RadPlusAuditRoleDocMgmt approval_notify_code new field 'Forms to Send Approval Notifications' (None, All, Specify Forms)' code
SYSTEM.RadPlusAuditRoleDocMgmt approval_notify_value new field 'Forms to Send Approval Notifications (None, All, Specify Forms)' descriptions
SYSTEM.RadPlusAuditRoleDocMgmt limit_approval_code new field 'Limit Approval Notifications to Caseload Only'
SYSTEM.RadPlusAuditRoleDocMgmt limit_approval_value new field 'Limit Approval Notifications to Caseload Only' description
SYSTEM.RadPlusAuditRoleDocMgmt select_form_approve_code new field 'Select Forms For Approval Notifications'
SYSTEM.RadPlusAuditRoleDocMgmt select_form_approve_value new field to display selected form descriptions
SYSTEM.RadPlusAuditRoleDocMgmt approval_notify_code new field 'Forms to Send Approval Notifications' (None, All, Specify Forms)' code
SYSTEM.RadPlusAuditRoleDocMgmt approval_notify_value new field 'Forms to Send Approval Notifications (None, All, Specify Forms)' descriptions
SYSTEM.RadPlusAuditRoleDocMgmt limit_approval_code new field 'Limit Approval Notifications to Caseload Only' code
SYSTEM.RadPlusAuditRoleDocMgmt limit_approval_value new field 'Limit Approval Notifications to Caseload Only' description
SYSTEM.RadPlusAuditRoleDocMgmt select_form_approve_code new field 'Select Forms For Approval Notifications'
SYSTEM.RadPlusAuditRoleDocMgmt select_form_approve_value new field to display selected form descriptions
SYSTEM.RadPlusRoleDocMgmt approval_notify_code new field 'Forms to Send Approval Notifications' (None, All, Specify Forms)' code
SYSTEM.RadPlusRoleDocMgmt approval_notify_value new field 'Forms to Send Approval Notifications (None, All, Specify Forms)' descriptions
SYSTEM.RadPlusRoleDocMgmt limit_approval_code new field 'Limit Approval Notifications to Caseload Only' code
SYSTEM.RadPlusRoleDocMgmt limit_approval_value new field 'Limit Approval Notifications to Caseload Only' description
SYSTEM.RadPlusRoleDocMgmt select_form_approve_code new field 'Select Forms For Approval Notifications'
SYSTEM.RadPlusRoleDocMgmt select_form_approve_value new field to display selected form descriptions
SYSTEM.RadPlusUserDocMgmt approval_notify_code new field 'Forms to Send Approval Notifications' (None, All, Specify Forms)' code
SYSTEM.RadPlusUserDocMgmt approval_notify_value new field 'Forms to Send Approval Notifications (None, All, Specify Forms)' descriptions
SYSTEM.RadPlusUserDocMgmt limit_approval_code new field 'Limit Approval Notifications to Caseload Only' code
SYSTEM.RadPlusUserDocMgmt limit_approval_value new field 'Limit Approval Notifications to Caseload Only' description
SYSTEM.RadPlusUserDocMgmt select_form_approve_code new field 'Select Forms For Approval Notifications'
SYSTEM.RadPlusUserDocMgmt select_form_approve_value new field to display selected form descriptions
SYSTEM.RadPlusAuditUserDocMgmt approval_notify_code new field 'Forms to Send Approval Notifications' (None, All, Specify Forms)' code
SYSTEM.RadPlusAuditUserDocMgmt approval_notify_value new field 'Forms to Send Approval Notifications (None, All, Specify Forms)' descriptions
SYSTEM.RadPlusAuditUserDocMgmt limit_approval_code new field 'Limit Approval Notifications to Caseload Only' code
SYSTEM.RadPlusAuditUserDocMgmt limit_approval_value new field 'Limit Approval Notifications to Caseload Only' description
SYSTEM.RadPlusAuditUserDocMgmt select_form_approve_code new field 'Select Forms For Approval Notifications'
SYSTEM.RadPlusAuditUserDocMgmt select_form_approve_value new field to display selected form descriptions
SYSTEM.RadPlusAuditUserDocMgmtsql approval_notify_code new field 'Forms to Send Approval Notifications' (None, All, Specify Forms)' code
SYSTEM.RadPlusAuditUserDocMgmtsql approval_notify_value new field 'Forms to Send Approval Notifications (None, All, Specify Forms)' descriptions
SYSTEM.RadPlusAuditUserDocMgmtsql limit_approval_code new field 'Limit Approval Notifications to Caseload Only' code
SYSTEM.RadPlusAuditUserDocMgmtsql limit_approval_value new field 'Limit Approval Notifications to Caseload Only' description
SYSTEM.RadPlusAuditUserDocMgmtsql select_form_approve_code new field 'Select Forms For Approval Notifications'
SYSTEM.RadPlusAuditUserDocMgmtsql select_form_approve_value new field to display selected form descriptions
DocM.DocumentImage signature_html new field for the HTML version of the approval signature
DocM.DocumentImage approval_status_code new field for the approval status code
DocM.DocumentImage approval_status_value new field for the approval status value
SYSTEM.document_approval_data document_id new field on new table
SYSTEM.document_approval_data FACILITY new field on new table
SYSTEM.document_approval_data user_id new field on new table
SYSTEM.document_approval_data status_date new field on new table
SYSTEM.document_approval_data status_time new field on new table
SYSTEM.document_approval_data signature_html new field on new table
SYSTEM.document_approval_data approval_status_code new field on new table
SYSTEM.document_approval_data approval_status_value new field on new table
SYSTEM.document_approval_data comments new field on new table