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Avatar Appointment Scheduling 2023 Update 10

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Product Requirements / Recommendations

Avatar Appointment Scheduling required
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Recommended Update Level

Avatar CWS 2023 Update 43

Additional Requirements

Avatar CWS 2023 Update 43

Product Update Form Description

The 'Default Note Type' field is added to the 'Group Registration' form.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Group Registration - 'Default Note Type'
The 'Default Note Type' field is added to the 'Group Registration' form.
Value Added: The ability to associate a default 'Note Type' to a group
Topics
• Group Progress Notes • Group Registration • Progress Notes • Query/Reporting
 
Acceptance Tests
AV-85803 Summary | Details
Group Registration - 'Default Note Type'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Group Registration
  • Progress Notes (Group and Individual)
Scenario 1: Group Registration - Add/Edit a Group
Steps
  1. Access the 'Group Registration' form.
  2. Enter the desired value in the 'Select Group' dialog.
  3. Click [New Group] and [Yes].
  4. Enter the desired value in the 'Group Name' field.
  5. Enter the desired date in the 'Group Registration Date' field.
  6. Validate the 'Default Note Type' field is displayed and contains all active note types.
  7. Select the desired value in the 'Default Note Type' field.
  8. Populate any other desired fields.
  9. Select the "Group Member Assignment" section.
  10. Add the desired group members.
  11. Click [Submit].
  12. Access Crystal Reports or other SQL Reporting tool.
  13. Create a report using the 'SYSTEM.appt_group_table' SQL table.
  14. Validate the 'dflt_note_type_code' and 'dflt_note_type_value' fields are displayed.
  15. Validate the 'dflt_note_type_code' field contains the code associated to the note type selected in the previous steps.
  16. Validate the 'dflt_note_type_value' field contains the note type selected in the previous steps.
  17. Access the 'Group Registration' form.
  18. Select the group added in the previous steps in the 'Select Group' dialog and click [OK].
  19. Validate all previously filed data is displayed.
  20. Validate the 'Default Note Type' field contains the previously filed value.
  21. De-select the value from the 'Default Note Type' field.
  22. Click [Submit].
  23. Access Crystal Reports or other SQL Reporting tool.
  24. Refresh the report using the 'SYSTEM.appt_group_table' SQL table.
  25. Validate the 'dflt_note_type_code' field no longer contains a value.
  26. Validate the 'dflt_note_type_value' field no longer contains a value.
  27. Close the report.
Scenario 2: Progress Notes (Group and Individual) - Group New Service - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A practitioner is associated to the logged in user (Practitioner A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Progress Notes (Group and Individual)' form.
  6. Select the "Group Default Notes" section.
  7. Enter the current date in the 'Date Of Group' field.
  8. Select "Practitioner A" in the 'Practitioner' field.
  9. Select "New Service" in the 'Progress Note For' field.
  10. Select "Group A" in the 'Group Name Or Number' field.
  11. Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired.
  12. Enter the desired value in the 'Note' field.
  13. Select the desired value in the 'Service Charge Code' field.
  14. Select the desired value in the 'Service Program' field.
  15. Populate any other required and desired fields.
  16. Click [File Note].
  17. Validate a message is displayed stating: Progress notes are filed.
  18. Click [OK].
  19. Select the "Individual Progress Notes" section.
  20. Select "Group A" in the 'Group Name Or Number' field.
  21. Enter the current date in the 'Note Date' field.
  22. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B".
  23. Select the note for "Client A" in the 'Select Note To Edit' field.
  24. Validate all fields populate based off the values entered in the group note.
  25. Validate the 'Note Type' field contains "Note Type A".
  26. Individualize the note as desired and file the note.
  27. Repeat steps 2o-2q for "Client B".
  28. Close the form.
  29. Select "Client A" and access the 'Progress Notes' widget.
  30. Validate the progress note filed in the previous steps is displayed.
  31. Select "Client B" and access the 'Progress Notes' widget.
  32. Validate the progress note filed in the previous steps is displayed.
Scenario 3: Progress Notes (Group and Individual) - Group Existing Service - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A practitioner is associated to the logged in user (Practitioner A).
  • "Group A" has a service with "Practitioner A" for the current date.
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Progress Notes (Group and Individual)' form.
  6. Select the "Group Default Notes" section.
  7. Enter the current date in the 'Date Of Group' field.
  8. Select "Practitioner A" in the 'Practitioner' field.
  9. Select "Existing Service" in the 'Progress Note For' field.
  10. Select the service for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  11. Validate the 'Group Name Or Number' field contains "Group A".
  12. Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired.
  13. Enter the desired value in the 'Note' field.
  14. Click [File Note].
  15. Validate a message is displayed stating: Progress notes are filed.
  16. Click [OK].
  17. Select the "Individual Progress Notes" section.
  18. Select "Group A" in the 'Group Name Or Number' field.
  19. Enter the current date in the 'Note Date' field.
  20. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B".
  21. Select the note for "Client A" in the 'Select Note To Edit' field.
  22. Validate all fields populate based off the values entered in the group note.
  23. Validate the 'Note Type' field contains "Note Type A".
  24. Individualize the note as desired and file the note.
  25. Repeat steps 2o-2q for "Client B".
  26. Close the form.
  27. Select "Client A" and access the 'Progress Notes' widget.
  28. Validate the progress note filed in the previous steps is displayed.
  29. Select "Client B" and access the 'Progress Notes' widget.
  30. Validate the progress note filed in the previous steps is displayed.
Scenario 4: Progress Notes (Group and Individual) - Group Existing Appointment - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A practitioner is associated to the logged in user (Practitioner A).
  • "Group A" has an appointment scheduled with "Practitioner A" for the current date.
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Progress Notes (Group and Individual)' form.
  6. Select the "Group Default Notes" section.
  7. Enter the current date in the 'Date Of Group' field.
  8. Select "Practitioner A" in the 'Practitioner' field.
  9. Select "Existing Appointment" in the 'Progress Note For' field.
  10. Select the appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  11. Validate the 'Group Name Or Number' field contains "Group A".
  12. Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired.
  13. Enter the desired value in the 'Note' field.
  14. Click [File Note].
  15. Validate a message is displayed stating: Progress notes are filed.
  16. Click [OK].
  17. Select the "Individual Progress Notes" section.
  18. Select "Group A" in the 'Group Name Or Number' field.
  19. Enter the current date in the 'Note Date' field.
  20. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B".
  21. Select the note for "Client A" in the 'Select Note To Edit' field.
  22. Validate all fields populate based off the values entered in the group note.
  23. Validate the 'Note Type' field contains "Note Type A".
  24. Individualize the note as desired and file the note.
  25. Repeat steps 2o-2q for "Client B".
  26. Close the form.
  27. Select "Client A" and access the 'Progress Notes' widget.
  28. Validate the progress note filed in the previous steps is displayed.
  29. Select "Client B" and access the 'Progress Notes' widget.
  30. Validate the progress note filed in the previous steps is displayed.
Scenario 5: Progress Notes (Group and Individual) - Group Independent Note - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A practitioner is associated to the logged in user (Practitioner A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Progress Notes (Group and Individual)' form.
  6. Select the "Group Default Notes" section.
  7. Enter the current date in the 'Date Of Group' field.
  8. Select "Practitioner A" in the 'Practitioner' field.
  9. Select "Independent Note" in the 'Progress Note For' field.
  10. Select "Group A" in the 'Group Name Or Number' field.
  11. Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired.
  12. Enter the desired value in the 'Note' field.
  13. Click [File Note].
  14. Validate a message is displayed stating: Progress notes are filed.
  15. Click [OK].
  16. Select the "Individual Progress Notes" section.
  17. Select "Group A" in the 'Group Name Or Number' field.
  18. Enter the current date in the 'Note Date' field.
  19. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B".
  20. Select the note for "Client A" in the 'Select Note To Edit' field.
  21. Validate all fields populate based off the values entered in the group note.
  22. Validate the 'Note Type' field contains "Note Type A".
  23. Individualize the note as desired and file the note.
  24. Repeat steps 2o-2q for "Client B".
  25. Close the form.
  26. Select "Client A" and access the 'Progress Notes' widget.
  27. Validate the progress note filed in the previous steps is displayed.
  28. Select "Client B" and access the 'Progress Notes' widget.
  29. Validate the progress note filed in the previous steps is displayed.
Topics
• Group Progress Notes • Group Registration • Progress Notes • Query/Reporting
Table Changes
Table Column Change
SYSTEM.appt_group_table dflt_note_type_code Added
SYSTEM.appt_group_table dflt_note_type_value Added