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RADplus 2024 Update 61

Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2017 Update 136
RADplus 2024 Monthly Release 2024.01.00

Product Update Description

An issue where widgets may not display the append date in the correct format for documents modified by 'Append Documents' is resolved.

Required Updates

None

Included Updates

None

Details

NEW0 CHANGED0 FIXED1
Fixed (1)
Append Documents - Progress Notes
Ensure the 'Progress Notes' widget displays the append date in a proper format for documents modified by the 'Append Documents' form. KB0076637 v0.01
Topics
• Clinical Document Viewer • Document Routing • Progress Notes • Progress Notes (Group And Individual) • Widgets
 
Acceptance Tests

AV-97633 Summary | Details
Append Documents - Progress Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
Scenario 1: Append Documents - validate appending to progress notes
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • "Client A" must have a progress note on file that has been approved via document routing (Progress Note A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
Steps
  1. Access the 'Append Documents' form.
  2. Select the form type for "Progress Note A" in the 'Form Type' field.
  3. Select "Client A" in the 'Entity' field.
  4. Enter the current date in the 'From Date' and 'End Date' fields.
  5. Select "Progress Note A" in the 'List of Documents' field.
  6. Click [Display Document].
  7. Validate the details for "Progress Note A" are displayed as expected.
  8. Click [Close All Documents and Exit].
  9. Enter the desired value in the 'New Comments to Be Appended in the Original Document' field.
  10. Click [Submit].
  11. Validate the 'Confirm Document' dialog is displayed and the document is displayed with the appended notes.
  12. Click [Accept].
  13. Enter the user's password and click [Verify].
  14. Validate the form files successfully.
  15. Select "Client A" and access the 'Progress Notes' widget.
  16. Validate "Progress Note A" is displayed with the appended comments with a proper date format.
Topics
• Document Routing • Progress Notes (Group And Individual) • Widgets