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RADplus 2024 Update 9

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Product Requirements and Recommendations

RADplus required

Recommended Update Level

Avatar CareFabric 2024 Update 16
RADplus 2024 Monthly Release 2024.00.01

Product Update Description

The system is prepared for future functionality. In addition, the following issues are resolved: 1) The 'Skip Password Entry' field in the 'Document Routing Setup' form will reset to 'No' when importing an envelope. 2) Several errors which can occur when querying the DocR.rule_based_routing table.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED2
New (1)
Bells Notes Integration - Progress Note document images
Support is added to accept Progress Note document images from Bells Notes when document routing is enabled and the user can self-approve.
Please note: Avatar CareFabric 2024 Update 16 is required for full functionality.
Value Added: Support for Bells Notes integration.
Topics
• Bells Notes • CareFabric • Progress Notes
 
Fixed (2)
'Envelope Import' form
Ensure the 'Skip Password Entry' field in the 'Document Routing Setup' form is not reset to "No" incorrectly when importing an envelope.
Topics
• Document Routing • Envelope Export • Envelope Import
 
Rule Based Routing - 'DocR.rule_based_routing' SQL table
Ensure the ability to query the 'DocR.rule_based_routing' SQL table.
Topics
• Query/Reporting • Rule Based Routing
 
Acceptance Tests
AV-91085 Summary | Details
Bells Notes Integration - Progress Note document images
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • User Definition
Scenario 1: Bells Notes Integration - Validate self approval of progress notes from Bells
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have 'Document Routing' enabled.
  • Must have a note type in Bells for the 'Progress Notes (Group and Individual)' form (Note Type A).
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' and 'Progress Notes' widgets on the HomeView.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Click [Sign Note].
  8. Validate the Sign Note' dialog is displayed.
  9. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  10. Validate a message is displayed stating: Note Signed Successfully.
  11. Log into myAvatar as "User A".
  12. Navigate to the "My To Do's" widget.
  13. Validate a 'To-Do' is not displayed for the note sent via Bells Notes since "User A" does not require an approver.
  14. Select "Client A" and navigate to the 'Progress Notes' widget.
  15. Validate the progress note filed from Bells Notes is displayed.
  16. Access the 'Clinical Document Viewer' form.
  17. Select "Client" in the 'Select Type' field.
  18. Select "Individual" in the 'Select All or Individual Client' field.
  19. Select "Client A" in the 'Select Client' field.
  20. Select "All" in the 'Episode' field.
  21. Click [Process].
  22. Validate a document is displayed for the progress note filed from Bells Notes.
  23. Select the document and click [View].
  24. Validate the PDF generated from Bells Notes is displayed with the note details.
  25. Click [Close All Documents], [Search], and [Close].
Topics
• Bells Notes • CareFabric • Progress Notes
AV-92121 Summary | Details
'Envelope Import' form
Scenario 1: Envelope Import - Validate importing 'Document Routing' enabled forms
Specific Setup:
  • Have an envelope (Envelope A) with a modeled form (Form A) that is enabled for document routing with the following prompts set in 'Document Routing Setup':
  • 'Skip Password Entry' set to "Yes"
  • 'Acknowledgement Allowed' set to "Yes"
  • Have an envelope (Envelope B) with a modeled form (Form B) that is enabled for document routing with the following prompts set in the 'Document Routing Setup' form:
  • 'Skip Password Entry' set to "No"
  • 'Acknowledgement Allowed' set to "No"
Steps
  1. Access the 'Envelope Export' form.
  2. Select "Envelope A".
  3. Select the desired value in the 'Include Form Designer Changes' field.
  4. Click [Begin Export].
  5. Validate the file is exported to the desired location.
  6. Close the form.
  7. Access the 'Envelope Import form.
  8. Click [Select Envelope Import File].
  9. Select the export file for "Envelope A".
  10. Select "Overwrite Existing".
  11. Select the desired value in the 'Load Un-Locked Dictionary Entries' field.
  12. Select the desired value in the 'Load Locked Dictionary Entries' field.
  13. Select the desired value in the 'Include Form Designer Changes' field.
  14. Click [Begin Import Scan].
  15. Validate the 'Import Scan Results' field does not contain errors.
  16. Click [Begin Import].
  17. Validate a message is displayed stating: Import Complete.
  18. Click [OK] and close the form.
  19. Access the 'Document Routing Setup' form.
  20. Click [Select Form].
  21. Select "Form A" and click [OK].
  22. Validate the 'Skip Password Entry' field is set to "Yes".
  23. Validate the 'Acknowledgement Allowed' field is set to "Yes".
  24. Close the form.
  25. Access the 'Envelope Export' form.
  26. Select "Envelope B".
  27. Select the desired value in the 'Include Form Designer Changes' field.
  28. Click [Begin Export].
  29. Validate the file is exported to the desired location.
  30. Close the form.
  31. Access the 'Envelope Import form.
  32. Click [Select Envelope Import File].
  33. Select the export file for "Envelope B".
  34. Select "Overwrite Existing".
  35. Select the desired value in the 'Load Un-Locked Dictionary Entries' field.
  36. Select the desired value in the 'Load Locked Dictionary Entries' field.
  37. Select the desired value in the 'Include Form Designer Changes' field.
  38. Click [Begin Import Scan].
  39. Validate the 'Import Scan Results' field does not contain errors.
  40. Click [Begin Import].
  41. Validate a message is displayed stating: Import Complete.
  42. Click [OK] and close the form.
  43. Access the 'Document Routing Setup' form.
  44. Click [Select Form].
  45. Select "Form B" and click [OK].
  46. Validate the 'Skip Password Entry' field is set to "No".
  47. Validate the 'Acknowledgement Allowed' field is set to "No".
  48. Close the form.
Topics
• Document Routing • Envelope Export • Envelope Import
AV-94393 Summary | Details
Rule Based Routing - 'DocR.rule_based_routing' SQL table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Rule Based Routing
Scenario 1: Rule-Based Routing - Validate the 'DocR.rule_based_routing' SQL table
Specific Setup:
  • Rule-Based Routing must be configured.
  • The 'Ambulatory Progress Notes' form must be selected in the 'Routing Configuration Definition' form.
  • A client is enrolled in an existing episode.
  • Two users must be defined (User A & User B).
  • The users must have the 'My To Do's' and 'Rule Based Routing' widgets accessible.
  • Must be logged in as "User A" initially.
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select "Independent Note" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field'.
  5. Select "Final" in the 'Draft/Final' field.
  6. Click [Submit].
  7. Validate a "Confirm Document" dialog is displayed.
  8. Click [Accept and Route].
  9. Enter the password associated to "User A" and click [OK].
  10. Select "User B" as an approver and click [Submit].
  11. Log out.
  12. Log in as "User B".
  13. Navigate to the 'My To Do's' widget.
  14. Validate a To Do is displayed for "Client A".
  15. Click [Review].
  16. Validate the document is displayed.
  17. Accept and sign off on the document.
  18. Validate the To Do is no longer displayed.
  19. Navigate to the 'Rule Based Routing' widget.
  20. Select the corresponding value in the 'Queue' field.
  21. Validate an item is displayed for "Client A" as expected.
  22. Access Crystal Reports or other SQL Reporting Tool.
  23. Create a report using the 'DocR.rule_based_routing' SQL table.
  24. Validate a row is displayed with the data filed for "Client A" as expected.
  25. Close the report.
Topics
• Query/Reporting • Rule Based Routing