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Avatar Appointment Scheduling 2022 Update 14

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Product Requirements / Recommendations

Avatar Appointment Scheduling required
Avatar PM required
RADplus required
Avatar Cal-PM

Recommended Update Level

Avatar CWS 2022 Update 73

Additional Requirements

Avatar CWS 2022 Update 73 is required for full functionality.

Product Update Form Description

Avatar Appointment Scheduling is enhanced to support individual locations for group members when entering notes for appointments in Avatar CWS.

Included Updates

3, 6, 9

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Avatar Appointment Scheduling is enhanced to support individualized locations in group progress notes.
Avatar Appointment Scheduling 2022 Update 14 will add 'person_location_code' and 'person_location_value' to the following tables:
* SYSTEM.appt_date
* SYSTEM.audit_appointment_data
* SYSTEM.audit_deleted_apppointment
Value Added: Ability to support changes to the 'Location' field in group progress notes.
Topics
• Progress Notes • Query/Reporting • Scheduling Calendar
 
Acceptance Tests
AV-75992 Summary | Details
Avatar Appointment Scheduling is enhanced to support individualized locations in group progress notes.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • SQL Query/Reporting
Scenario 1: Progress Notes (Group and Individual) - finalize individual notes for group appointment and complete check out. Validate 'SYSTEM.appt_data' field validations.
Specific Setup:
  • A group appointment has been created on the 'Scheduling Calendar'
  • Note the location on the appointment.
  • Avatar CWS 2022 Update 73 is required for full functionality.
  • The following Registry Settings should be enabled according to your agency preferences:
  • Attach Selected Appointment To Notes on Draft.
  • Post Appointment When the Note is Submitted.
  • Generate Service Charge After Co-sign.
Steps
  1. Open 'Scheduling Calendar'.
  2. Right click on the appointment and click 'Check in'.
  3. Complete the 'Check In' process for the group.
  4. Open 'Progress Notes (Group and Individual)' or any copy of the form.
  5. Click 'Group Default Notes' section.
  6. Complete the group note for the appointment.
  7. Click 'Individual Progress Notes' section.
  8. Complete the individual note for each group member.
  9. Change the 'Location' value from the defaulted value (from the Group Note) to any other value.
  10. Complete the individual note for each group member and finalize each one.
  11. Open 'Scheduling Calendar'.
  12. Right click on the appointment and click 'Check Out'.
  13. Complete the 'Check Out' process for all members of the group.
  14. Create a report against SQL table SYSTEM.appt_data.
  15. Include, at a minimum, the following fields:
  16. PATID
  17. appointment_date
  18. person_location_code
  19. person_location_value
  20. Run the report for the appointment date.
  21. Validate the 'PATID' contains the patient id from the group appointment.
  22. Validate the 'person_location_code' contains the location code as entered in the individual note.
  23. Validate the 'person_location_value' contains the location value (name) as entered in the individual note.
  24. Close the report.
Scenario 2: Progress Notes (Group and Individual) - finalize individual notes for group appointment and complete check out. Validate 'SYSTEM.audit_appointment_data' field validations.
Specific Setup:
  • Avatar CWS 2022 Update 73 is required for full functionality.
  • A group appointment must be scheduled in the 'Scheduling Calendar'.
Steps
  1. Open 'Scheduling Calendar'.
  2. Right click on the group appointment and click 'Check in'.
  3. Complete the 'Check In' process for each group member.
  4. Open 'Progress Notes (Group and Individual)' or any copy of the form.
  5. Click 'Group Default Notes' section.
  6. Complete the group note for the appointment.
  7. Click 'Individual Progress Notes' section.
  8. Complete the individual note for each group member.
  9. Change the 'Location' value from the defaulted value (from the Group Note) to any other value for each group member.
  10. Complete the individual note for each group member and finalize each one.
  11. Open 'Scheduling Calendar'.
  12. Right click on the appointment and click 'Check Out'.
  13. Complete the 'Check Out' process for all members of the group.
  14. Create a report against SQL table SYSTEM.audit_appointment_data
  15. Include, at a minimum, the following fields:
  16. PATID
  17. appointment_date
  18. person_location_code
  19. person_location_value
  20. location_value
  21. Run the report for the appointment date.
  22. Validate the 'PATID' contains the patient id from the group appointment.
  23. Validate the 'location' contains the original location from the group appointment.
  24. Validate the 'person_location_code' contains the location code as entered in the individual note.
  25. Validate the 'person_location_value' contains the location value (name) as entered in the individual note.
  26. Close the report.
Topics
• Progress Notes • Query/Reporting • Scheduling Calendar