Progress Notes modified to add additional 'Product Custom Logic' fields for use in calculating duration.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Dynamic Form - Progress Notes
- Dynamic Form - Site Specific Section Modeling (CWS)
- Progress Notes (Group and Individual)
- Site Specific Section Modeling (CWS)
Scenario 1: Progress Notes - Additional PCL fields for calculating Duration for a total of 32 fields.
Specific Setup:
- Using 'Site Specific Section Modeling', select any 'Progress Notes' form to be modified with additional Integer fields.
- Add up to 32 'SS Note Integer' fields.
- For each Integer field being added, click on the 'Product Custom Logic' tab and select a 'Product Custom Logic Definition' from the list to use the selected 'Note Integer' field in the duration calculation. Example: For 'SS Note Integer 32', select 'Use as Thirty Second Field To Calculate Duration'.
- Note: When using the 'Site Specific Section Modeling' Integer fields to calculate the Service Duration, the 'Session Start Time' and 'Session End Time' fields will be ignored for the Service Duration calculation.
Steps
- Open the 'Progress Note' form that was modified in the 'Setup'.
- Complete all required fields.
- Note that the 'Duration' field will be disabled. The 'Duration' will be calculated based on the values entered in the 'SS Note Integer' field(s). Manual entry into the 'Duration' field is not allowed.
- Navigate to the 'SS Note Integer' fields.
- Set the value of each 'SS Note Integer' field to a numeric value, up to 8 digits. Note that negative values are not allowed.
- Verify the 'Duration' field contains the sum total value as entered in the 'SS Note Integer' fields.
- File the note.
- For 'Progress Notes' which are Document Routing enabled:
- Set 'Draft/Final' to 'Final'.
- Click [File Note].
- Complete the required fields.
- When the note is displayed, verify the 'Service Duration' contains the sum total value as entered in the 'SS Note Integer' fields.
- Verify that each 'SS Note Integer' field is displayed in the note.
- Accept and finalize the document.
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Topics
• NX
• Progress Notes
• Site Specific Section Modeling
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