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Auto-Save Overview

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In myAvatar, many of the clinical forms that need to be completed by clinicians involve lengthy narratives.

It is common when completing a form while managing other functions of their job, the auto-timeout of the system may be executed before the clinician has saved the record. In this case, all the information entered into the form will be gone. In order to address this, functionality was added to support an auto-save process in myAvatar .

Prerequisites:
  • The field Enable Auto Save for CWS Product Forms is added to the Set System Defaults form.
  • The Form Supports Automatic Backup field is enabled in the Form Definition form. This enables automatic backups of user-modeled forms.
    • When set to "Y", a disk-and-pencil icon will display in forms with auto save functionality.
  • The registry setting Auto Save Interval in Seconds is added to support this functionality.
Development Overview
  • The auto-save assignment is on the form level, not the modeling level.
  • Site Specific Section Modeling is available for product forms, and allows additions or changes to these product forms.
  • User defined assessments, and the product progress note forms are supported.
  • Fields that determine workflow notifications are not recovered when an auto save record is restored.
  • Required fields can be left blank when a form is auto saved.
  • It is recommended that notification fields remain blank until the record is finalized. 
  • The auto save functionality is only available on the myAvatar platform.
  • The Enable Auto Save for CWS Product Forms field in the Set System Defaults form supports:
    • All modeled (user defined) forms
    • The following myAvatar CWS product progress notes forms (and all copies of these forms):
      • Inpatient Progress Notes
      • Ambulatory Progress Notes
      • Inpatient Progress Notes (Medical Diagnosis)
      • Ambulatory Progress Notes (Medical Diagnosis)
      • Progress Notes (Group and Individual)
      • Selecting any of the choices will enable auto save functionality for all copies of those forms.
  • If the auto saved information is not accessed by the same user, for the same client and episode combination, auto save records will be deleted after 90 days.
  • If a dictionary or entity search field saved a value that is no longer active in the dictionary or entity, that field will be blank when the auto saved record is recovered.
Form Definition

The Form Supports Automatic Backup field in Form Definition supports auto save functionality.

  • Selecting Yes in this field enables auto save functionality for the form that is modified in Form Definition.
Auto Save Interval in Seconds Registry Setting
  • The Auto Save Interval in Seconds registry setting set the system to save data without user intervention, according to a defined interval.
  • Enter a number between 60 and 600 to define the number of seconds an auto save is performed automatically.
  • For example, if "60" is entered, the auto save filing process will initiate every one minute. This applies to all user defined and CWS product forms that have been enabled for auto save.
  • This registry setting applies to the root system code, for both user defined tables and CWS product forms enabled for auto save.
Backup Work button
  • When a modeled assessment or CWS product form is enabled for auto save, a Backup Work button will be enabled.
  • This functionality allows users to manually save their work as they go.
  • A disk and pencil icon displays when unfinished work is saved.
  • When this button is clicked, required fields will not have to be filled out in order to save work in progress.
Manually Saving without Submitting

Click Backup Work to save data in a form.

  • If all required fields have been filled in and the form is submitted, the auto saved record will be deleted.
  • If the Auto Save Interval in Seconds registry setting is defined and:
    the user closes the form they are working in
    or, the form is closed unexpectedly
    the last saved auto save record will be retained.
Accessing an Auto Save Record
  • Auto save records reside within the myAvatar database and can only be accessed when a user returns to the form where they had auto saved their work. This provides protection of the PHI data.
    This applies when the user is accessing the auto save record for the same client and episode combination that had been saved. Additionally, if the users logs into a different workstation and accesses the relevant screen and patient and episode which had information auto-saved, it will be accessible from there as well
  • If an auto save record exists with no other records for the client, episode, and form:
    An "Unfiled Data" message will display.

Ok – click to access the auto save record. Saved data will populate the form.

Cancel – click to navigate to the form’s pre-display, or the form (whichever is applicable).
This auto save information will be removed, allowing a new auto save record to be saved, or the form to be submitted.

  • Existing auto save records:
    If the auto save record was a result of editing an existing row of data, and more recent edits were made to that row:
    The message will indicate that a more recent edit exists for the record.

OK – click to access the auto save record. Saved data will populate the form.

Cancel – click to navigate to the form’s pre-display, or the form (whichever is applicable).
This auto save information will be removed.
Or a warning will display if there is a more recent edit of this record filed in the database.