Avatar Appointment Scheduling 2024 Update 6

Last updated
Save as PDF

Product Requirements and Recommendations

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

Recommended Update Level

Avatar Appointment Scheduling 2024 Monthly Release 2024.00.01
Avatar Cal-PM 2024 Monthly Release 2024.00.01
Avatar PM 2024 Monthly Release 2024.00.01
RADplus 2024 Monthly Release 2024.00.01

Product Update Description

The following issues are resolved: 1) An issue that may occur when approving a 'Progress Note' to-do for an 'Existing Appointment' with a practitioner program restriction where the to-do is unable to be addressed. 2) An issue in the 'Coming In Today' widget that may incorrectly display the message 'No Appointment Found'.

Required Updates

None

Included Updates

None

Details

NEW0 CHANGED0 FIXED2

Fixed (2)

AV-89998 Details \| User Acceptance Tests 'Coming in Today' widget Ensure the 'Coming in Today' widget displays appointments as expected.	Topics • 'Coming In Today' widget • Scheduling Calendar

AV-92680 Details \| User Acceptance Tests 'Progress Note' To-Do's Ensure the ability to approve a 'Progress Note' To-Do for an existing appointment note when the practitioner no longer has access to the program of service.	Topics • Practitioner • Progress Notes • Registry Settings • Scheduling Calendar • To-Do's

Acceptance Tests

AV-89998 Summary | Details

'Coming in Today' widget

Scenario 1: 'Coming in Today' widget - workflow

Specific Setup:

The 'Coming in Today' widget must be visible on the HomeView.
A client must be enrolled with an existing episode (Client A).

Steps

Access the 'Scheduling Calendar' form.
Right click in any available time slot and click [Add Appointment].
Enter the desired value in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired episode in the 'Episode Number' field.
Select the desired value in the 'Program' field.
Click [Submit].
Validate the 'Appointment Grid' contains the appointment created in the previous steps.
Click [Dismiss].
Access the 'Coming In Today' widget.
Validate the appointment for "Client A" is displayed.
Click [Not Present].
Validate a message is displayed stating: Change status to "Checked In"? This action cannot be undone.
Click [Yes].
Access the 'Scheduling Calendar' form.
Validate the appointment for "Client A" has been checked in.
Click [Dismiss].
Access the 'Coming In Today' widget.
Click [Currently Checked In].
Validate a message is displayed stating: Change status to "Currently in Treatment"? This action cannot be undone.
Click [Yes].
Click [Currently in Treatment].
Validate a message is displayed stating: Change status to "Checked Out"? This action cannot be undone.
Click [Yes].
Validate the 'Checked Out' button is disabled.
Access the 'Scheduling Calendar' form.
Validate the appointment for "Client A" has been checked out.
Click [Dismiss].

Topics

• 'Coming In Today' widget

AV-92680 Summary | Details

'Progress Note' To-Do's

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Admission (Outpatient)
Practitioner Enrollment
Progress Notes (Group and Individual)
Registry Settings (PM)
Ambulatory Progress Notes
Admission

Scenario 1: Progress Notes (Group and Individual) - Validate the ability to approve To-Dos when a practitioner no longer has access to the program of service

Specific Setup:

The Registry setting 'Avatar PM->Services->Ancillary/Ambulatory Services->All Client Charge Input Options->->Restrict Practitioner Search By Program' must be enabled.
The Registry setting 'Avatar CWS->Progress Notes->Progress Notes (Group and Individual)>>->Post Appointment When the Note Is Submitted' must be enabled.
Document Routing must be enabled on the 'Progress Notes (Group and Individual)' form.
A practitioner is defined (Practitioner A) that is associated to the logged in user (User A).
A program is defined in 'Program Maintenance' (Program A).
A client is admitted into "Program A" (Client A).

Steps

Access the 'Practitioner Enrollment form' for "Practitioner A".
Select "Program A" in the 'Program Association' field.
Submit the form.
Access 'Scheduling Calendar' form
Right click in the 'Appointment Grid' of the' Practitioner A' and click [Add Appointment].
Enter the desired service code in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired value in the 'Episode Number' field.
Select "Program A" in the 'Program' field.
Populate any other required and desired fields.
Click [Submit].
Right click on the appointment created in the previous steps.
Click [Check In].
Validate the 'Services To Check-In' field contains the correct service for the scheduled appointment selected.
Click [Submit].
Verify that "Client A's" appointment displays the disposition icon: green check indicating the appointment has been checked in.
Click [Dismiss].
Access 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Existing Appointment" in the 'Progress Note For' field.
Select the appointment scheduled in the previous steps in the 'Note Addresses Which Existing Service/Appointment' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field'.
Populate any other required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a 'Confirm Document' dialog is displayed with the note details.
Click [Accept and Route].
Enter the password for the logged in user in the 'Verify Password' field.
Select "Practitioner A" as an approver and click [Submit].
Validate a message is displayed stating: Note Filed. Do you want to return to the Progress Notes form?
Click [No].
Access the 'Practitioner Enrollment form' for "Practitioner A".
De-select "Program A" in the 'Program Association' field.
Submit the form.
Navigate to the 'My To Do's' widget.
Validate a To-Do is displayed for "Client A".
Accept and sign off on the To-Do.
Validate the To-Do is no longer displayed.

Scenario 2: Ambulatory Progress Notes - Validate the ability to approve To-Dos when a practitioner no longer has access to the program of service

Specific Setup:

The Registry setting 'Avatar PM->Services->Ancillary/Ambulatory Services->All Client Charge Input Options->->Restrict Practitioner Search By Program' must be enabled.
The Registry setting 'Avatar CWS->Progress Notes->Ambulatory Progress Notes>>->Post Appointment When the Note Is Submitted' must be enabled.
Document Routing must be enabled on the 'Ambulatory Progress Notes' form.
A practitioner is defined (Practitioner A) that is associated to the logged in user (User A).
An outpatient program is defined in 'Program Maintenance' (Program A).
A client is admitted into "Program A" (Client A).

Steps

Access the 'Practitioner Enrollment form' for "Practitioner A".
Select "Program A" in the 'Program Association' field.
Submit the form.
Access 'Scheduling Calendar' form
Right click in the 'Appointment Grid' of the' Practitioner A' and click [Add Appointment].
Enter the desired service code in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired value in the 'Episode Number' field.
Select "Program A" in the 'Program' field.
Populate any other required and desired fields.
Click [Submit].
Right click on the appointment created in the previous steps.
Click [Check In].
Validate the 'Services To Check-In' field contains the correct service for the scheduled appointment selected.
Click [Submit].
Verify that "Client A's" appointment displays the disposition icon: green check indicating the appointment has been checked in.
Click [Dismiss].
Select "Client A" and access the 'Ambulatory Progress Notes' form.
Select "Existing Appointment" in the 'Progress Note For' field.
Select the appointment scheduled in the previous steps in the 'Note Addresses Which Existing Service/Appointment' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field'.
Populate any other required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate a 'Confirm Document' dialog is displayed with the note details.
Click [Accept and Route].
Enter the password for the logged in user in the 'Verify Password' field.
Select "Practitioner A" as an approver and click [Submit].
Access the 'Practitioner Enrollment form' for "Practitioner A".
De-select "Program A" in the 'Program Association' field.
Submit the form.
Navigate to the 'My To Do's' widget.
Validate a To-Do is displayed for "Client A".
Accept and sign off on the To-Do.
Validate the To-Do is no longer displayed.

Scenario 3: Inpatient Progress Notes - Validate the ability to approve To-Dos when a practitioner no longer has access to the program of service

Specific Setup:

The Registry setting 'Avatar PM->Services->Ancillary/Ambulatory Services->All Client Charge Input Options->->Restrict Practitioner Search By Program' must be enabled.
The Registry setting 'Avatar CWS->Progress Notes->Ambulatory Progress Notes>>->Post Appointment When the Note Is Submitted' must be enabled.
Document Routing must be enabled on the 'Ambulatory Progress Notes' form.
A practitioner is defined (Practitioner A) that is associated to the logged in user (User A).
An inpatient program is defined in 'Program Maintenance' (Program A).
A client is admitted into "Program A" (Client A).

Steps

Access the 'Practitioner Enrollment form' for "Practitioner A".
Select "Program A" in the 'Program Association' field.
Submit the form.
Access 'Scheduling Calendar' form
Right click in the 'Appointment Grid' of the' Practitioner A' and click [Add Appointment].
Enter the desired service code in the 'Service Code' field.
Enter "Client A" in the 'Client' field.
Select the desired value in the 'Episode Number' field.
Select "Program A" in the 'Program' field.
Populate any other required and desired fields.
Click [Submit].
Right click on the appointment created in the previous steps.
Click [Check In].
Validate the 'Services To Check-In' field contains the correct service for the scheduled appointment selected.
Click [Submit].
Verify that "Client A's" appointment displays the disposition icon: green check indicating the appointment has been checked in.
Click [Dismiss].
Select "Client A" and access the 'Inpatient Progress Notes' form.
Select "Existing Appointment" in the 'Progress Note For' field.
Select the appointment scheduled in the previous steps in the 'Note Addresses Which Existing Service/Appointment' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field'.
Populate any other required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate a 'Confirm Document' dialog is displayed with the note details.
Click [Accept and Route].
Enter the password for the logged in user in the 'Verify Password' field.
Select "Practitioner A" as an approver and click [Submit].
Access the 'Practitioner Enrollment form' for "Practitioner A".
De-select "Program A" in the 'Program Association' field.
Submit the form.
Navigate to the 'My To Do's' widget.
Validate a To-Do is displayed for "Client A".
Accept and sign off on the To-Do.
Validate the To-Do is no longer displayed.

Topics

• Practitioner • Progress Notes • Registry Settings • To-Do's