Avatar CWS 2022 Update 107

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar PM 2022 Update 122
Avatar Cal-PM 2022 Update 75
RADplus 2022 Update 119

Product Update Form Description

Support for GA ASO functionality is added. Additionally, the 'Create New Progress Notes Form' form is updated to support copying site specific section modeling and registry setting values from existing progress note copies. Note: RADplus 2022 Update 119 and the associated PM update (Avatar Cal-PM 2022 Update 75, Avatar PM Update 122) must be installed for these functionalities to work properly.

Included Updates

3, 4, 6, 10, 13, 13.1, 14, 17, 18, 20, 24, 27, 28, 30, 31, 32, 35, 37, 38, 39, 40, 41, 45, 46, 49, 50, 55, 57, 58, 59, 61, 64, 66, 68, 69, 70, 71, 73, 76, 82, 83, 84, 86, 87, 90, 94, 98, 105

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-82893 Details | User Acceptance Tests

Create New Progress Note Form

The "Create New Progress Note Form" is updated to support copying site specific section modeling changes and registry setting values from an existing progress note copies. In addition, for "GA ASO" enabled environments the form is updated to allow the user to create a "GA ASO" type progress note form copy. (Note: "GA ASO" functionality is enabled by Netsmart and requires the following updates installed for full functionality, "RADplus 2022 Update 119" and the associated PM update (Avatar Cal-PM 2022 Update 75 or Avatar PM Update 122)

Value Added: Provides functionality needed to support clients enabled for "GA-ASO" functionality

Topics

• NX • Progress Notes

Acceptance Tests

AV-82893 Summary | Details

Create New Progress Note Form

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

Create New Progress Notes Form
Registry Settings (PM)

Scenario 1: "Create New Progress Note" form - Validate functionality in (GA-ASO) enabled environments

Steps

Internal Testing Only

Scenario 2: Create New Progress Note Form - Functionality and validations

Specific Setup:

Have an existing "Progress Note (Group and Individual)" form [PNFormA], that can be used to create a new progress note form copy
In form "Site Specific Section Modeling", edit [PNFormA] and make the following change:
Add any Site Specific "Dictionary" field and add dictionary values to the field using form "Dictionary Update" (Make a note of the dictionary values added)
In form "Registry Settings", search for the registry settings listed under the [PNFormA] progress note copy.
Select a registry setting and set it to a new value. For example, set registry setting "Clear Selected Client After Filing" to "Y"
In form "Set System Defaults", locate the field "Enable Auto Save for CWS Product Forms", select the [PNFormA] copy
Have access to form "Registry Settings"

Steps

Open form "Create New Progress Note Form"
In the "Progress Notes Form Name" field, populate the field with a name for the progress note [PNFormACopy]
From the "Inherit Registry Setting and Site Specific Section Modeling configuration from" drop down list, select [PNFormA]
Click [Submit]
At the "Are you sure you want to create a new copy of the Progress Notes form", click "Yes"
Click [OK]
Close the form
Open form "Registry Settings"
Search for registry setting changed in the setup
Locate the new progress note created [PNFormACopy]
Validate the value set is the same as value set in progress note it was copied from, [PNFormA]
Close the form
Open the new copy of the progress note, [PNFormACopy]
Validate the Site Specific "Dictionary" field added in the setup, is present on the form
Click on the field to display its dictionary values
Validate the expected values are displayed
Select any value
Populate any required and desired fields on the form
Submit the form
Validate the form files successfully
Re-open the new form. [PNFormACopy]
Populate any desired fields
Click the [Backup] form button
Close the form
Re-open the form [PNFormACopy]
Validate the "Restore/Delete Backup Data" dialog is displayed
Validate a row is present for the backup saved in step a
Select the row to enter the form
Validate the fields values populated in step 1a, are populated as expected
Populate any required and desired fields on the form
Submit the form
Validate the form files successfully

Topics

• NX • Progress Notes