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Avatar CWS 2022 Update 117

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2022 Update 49

Product Update Form Description

The following issues are resolved: 1) An issue in Treatment Plan forms that may prevent user modeled events from being executed when the 'Treatment Plan Status' field is set to draft. 2) An issue in treatment plan forms that may incorrectly show a message stating there are missing required fields upon selecting 'Final'.

Included Updates

3, 4, 6, 10, 13, 13.1, 17, 24, 27, 28, 31, 32, 35, 37, 40, 45, 46, 49, 50, 55, 57, 59, 61, 68, 69, 76, 82, 90, 98, 105, 108, 109, 113

Required Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Treatment Plan - Event Logic
Ensure event logic works as expected in the 'Treatment Plan' form when the 'Treatment Plan Status' is set to "Draft".
Topics
• Document Routing • Site Specific Section Modeling • To-Do's • Treatment Plan
 
Treatment Plan - Required Fields
Ensure 'Treatment Plan' forms do not incorrectly show a message stating there are missing required fields upon selecting "Final". KB0071380 v0.01
Topics
• Document Routing • Site Specific Section Modeling • To-Do's • Treatment Plan
 
Acceptance Tests
AV-81772 Summary | Details
Treatment Plan - Event Logic
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Document Routing Setup (PM)
  • Dynamic Form - Mobile Connect Impact Warning
  • Site Specific Section Modeling (CWS)
  • Treatment Plan
  • Treatment Plan Number 14 - Objectives and Interventions
  • Treatment Plan Number 2
Scenario 1: Treatment Plan - Validate event logic
Specific Setup:
  • A client is enrolled in an existing episode and has a problem filed in the 'Problem List' form (Client A).
  • 'Treatment Plan' form must exist with the following defined in 'Site Specific Section Modeling':
  • The 'Strengths', 'Weaknesses', and 'Discharge Planning' fields are enabled and not required.
  • Event logic must be defined for the 'Plan Type' field where the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields are disabled when a specific value (Value A) is selected in the 'Plan Type' field.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired value in the 'Plan Date' field.
  3. Select "Value A" in the 'Plan Type' field.
  4. Validate the fields 'Strengths', 'Weaknesses', 'Discharge Planning' are disabled.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Validate the fields 'Strengths', 'Weaknesses', 'Discharge Planning' remain disabled.
  7. Close the form.
  8. Access 'Site Specific Section Modeling' for the 'Treatment Plan' form.
  9. Select the "Prompt Definition"
  10. Select "Plan Type" and click [Edit Selected Item].
  11. Select the "Event Definition" section.
  12. Uncheck the 'Strengths', 'Weaknesses', 'Discharge Planning' fields in the 'Prompts to be Disabled' field.
  13. Check the 'Strengths', 'Weaknesses', 'Discharge Planning' fields in the 'Prompts to be Cleared' field.
  14. Click [Submit] and Close the form.
  15. Select "Client A" and access the 'Treatment Plan' form.
  16. Enter any value in the 'Plan Date' field.
  17. Enter the desired value in the 'Strengths' field.
  18. Enter the desired value in the 'Weaknesses' field.
  19. Enter the desired value in the 'Discharge Planning' field.
  20. Select "Value A" in the 'Plan Type' field.
  21. Validate the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields have been cleared and do not contain the previously populated values.
  22. Enter the desired value in the 'Strengths' field.
  23. Enter the desired value in the 'Weaknesses' field.
  24. Enter the desired value in the 'Discharge Planning' field.
  25. Select "Draft" in the 'Treatment Plan Status' field.
  26. Validate the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields contain the previously populated values.
  27. Click [Submit] and re-enter the form.
  28. Validate the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields contain the previously filed values.
  29. Close the form.
Topics
• Site Specific Section Modeling • Treatment Plan
AV-84145 Summary | Details
Treatment Plan - Required Fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Site Specific Section Modeling (CWS)
  • Treatment Plan
Scenario 1: Validate the 'Treatment Plan' form when the 'Plan Participants' and 'Problems' grids are excluded from the form
Specific Setup:
  • The following must be defined in 'Site Specific Section Modeling' for the '(Treatment Plan) Treatment Plan' form:
  • Must have one scrolling free text field added to the 'Treatment Plan' form (SS Treatment Plan Client Scrolling Free Text 7).
  • The 'Plan Participants' and 'Problems' grids must be excluded from the form.
  • A client is enrolled in an existing episode (Client A).
  • Document routing is enabled on the 'Treatment Plan' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the current date in the 'Plan Date' field.
  3. Enter the desired value in the 'Plan Name' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Enter the desired value in the 'SS Treatment Plan Client Scrolling Free Text 7' field.
  6. Select "Draft" in the 'Draft/Final' field.
  7. Click [Launch Plan].
  8. Click [Add New Problem].
  9. Select the desired value in the 'Problem Code' field.
  10. Select the desired value in the 'Status (Problem List)' field.
  11. Enter the desired value in the 'Problem' field.
  12. Select the desired value from the 'Status' field.
  13. Click [Add New Goal].
  14. Enter the desired value in the 'Goal' field.
  15. Select the desired value from the 'Status' field.
  16. Click [Add New Objective].
  17. Enter the desired value in the 'Objective' field.
  18. Select the desired value from the 'Status' field.
  19. Click [Add New Intervention].
  20. Enter the desired value in the 'Intervention' field.
  21. Select the desired value in the 'Status' field.
  22. Click [Back to Plan Page].
  23. Select "Final" in the 'Draft/Final' field.
  24. Click [Submit].
  25. Validate the treatment plan data displays as expected in the 'Document Routing' screen.
  26. Click [Accept].
  27. Enter the password and click [OK].
Topics
• Site Specific Section Modeling • Treatment Plan