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RADplus 2024 Update 70

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

RADplus 2024 Monthly Release 2024.01.02

Product Update Description

An issue is resolved where appending unfinalized Treatment Plan records from the Console Widget Viewer will result in an error.

Required Updates

None

Included Updates

19

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Console Widget Viewer - 'Treatment Plan' records
An issue is resolved where appending unfinalized Treatment Plan records from the Console Widget Viewer will result in an error.
Topics
• All Documents Widget • Modeling • Progress Notes • Treatment Plan
 
Acceptance Tests
AV-97990 Summary | Details
Console Widget Viewer - 'Treatment Plan' records
Scenario 1: 'All Documents' widget - Validate 'Treatment Plan' records
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
  • The logged in user must have an associated staff member.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Populate any required and desired fields.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Click [Launch Plan].
  7. Add any problem.
  8. Populate all desired fields.
  9. Click [Return To Plan].
  10. Validate a 'Plan Save' dialog stating: "Plan saved successfully."
  11. Click [OK].
  12. Submit the form.
  13. Select "Client A" and navigate to the 'All Documents' view.
  14. Refresh the 'All Documents' widget.
  15. Select 'All Forms'.
  16. Select "Treatment Plan" in the 'Form Description' field.
  17. Verify the record is present and displays "Draft" in the 'Workflow Status' field and select it.
  18. Validate the 'Console Widget Viewer' displays the plan in the previous steps.
  19. Click [Open Record].
  20. Validate the 'Treatment Plan' form opens with the draft from the previous steps.
  21. Make and desired changes.
  22. Select "Final" in the 'Treatment Plan Status' field.
  23. Click [Submit].
  24. Validate a 'Confirm Document' dialog is displayed with the treatment plan data.
  25. Click [Accept and Route].
  26. Enter the password associated to the logged in user and click [Verify].
  27. Select the practitioner associated to the logged in user as an approver and click [Submit].
  28. Refresh the 'All Documents' widget.
  29. Select 'All Forms'.
  30. Select "Treatment Plan" in the 'Form Description' field.
  31. Verify the record is present and displays "Final" in the 'Workflow Status' field and select it.
  32. Validate the treatment plan is displayed in the 'Console Widget Viewer'.
  33. Validate the [Append] button is not displayed since the document has not yet been approved.
  34. Click [Close All].
  35. Navigate to 'My To Do's' widget.
  36. Validate a To Do is displayed for "Client A".
  37. Approve the To Do.
  38. Validate the To Do is no longer displayed for "Client A".
  39. Select "Client A" and navigate to the 'All Documents' view.
  40. Select 'All Forms'.
  41. Select "Treatment Plan" in the 'Form Description' field.
  42. Select the finalized treatment plan.
  43. Validate the treatment plan is displayed in the 'Console Widget Viewer'.
  44. Validate the [Append] button is now displayed.
  45. Click [Append].
  46. Validate the 'Append Documents' form is displayed.
  47. Enter the desired value in the 'New Comments to Be Appended to the Original Document' field.
  48. Click [Submit].
  49. Validate a 'Confirm Document' dialog is displayed.
  50. Click [Accept].
  51. Enter the password for the logged in user and click [Verify].
  52. Click [No] to close the form.
  53. Refresh the 'All Documents' view.
  54. Select 'All Forms'.
  55. Select "Treatment Plan" in the 'Form Description' field.
  56. Select the finalized treatment plan.
  57. Validate the treatment plan is displayed in the 'Console Widget Viewer' with the comments appended to the end.
  58. Click [Close All].
Topics
• All Documents Widget • Treatment Plan