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Avatar CWS 2022 Update 124

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CareFabric 2022 Update 104
RADplus 2022 Monthly Release 2022.04.00

Product Update Description

The following changes are made: 1) The new field 'Current Status' is added to the 'Treatment Plan' form and its copies. The SQL tables 'SYSTEM.tx_plan', 'SYSTEM.cw_tx_client_plan', and Treatment Plan web service are updated accordingly. 2) The new registry settings 'Set Current Status To Active When Plan Is Finalized' and 'Set Current Status to Completed On Plan End Date' are added. 3) The new extended dictionary 'FHIR Care Plan Category' is added under the 'Plan Type' dictionary (CWS #52003). 4) The new extended dictionary 'FHIR Goal Status' is added under the 'Status' dictionary (CWS #54014). 5) The new column 'care_plan_text' is added to the 'SYSTEM.tx_plan' SQL table. 6) The new field 'Display Treatment Plans in Selection Leaf For The Selected 'Current Status' Codes' is added to the 'Set System Defaults' form. The SQL table 'SYSTEM.cw_system_defaults' is updated accordingly.

Required Updates

None

Included Updates

3, 4, 5, 6, 10, 11, 13, 13.1, 14, 17, 18, 20, 22, 24, 26, 27, 28, 30, 31, 32, 35, 37, 38, 39, 40, 41, 44, 45, 46, 48, 49, 50, 53, 55, 57, 58, 59, 61, 64, 66, 68, 69, 70, 71, 73, 76, 80, 82, 83, 84, 86, 87, 90, 94, 95, 96, 98, 100, 102, 103, 105, 106, 107, 108, 109, 110, 113, 117, 118, 120, 123

Details
NEW4 CHANGED0 FIXED0
New (4)
Dictionary Update - 'Plan Type' dictionary
The 'FHIR Care Plan Category' extended dictionary is added under the 'Plan Type' dictionary in 'Dictionary Update'.
Value Added: Additional extended dictionary added for the 'Plan Type' dictionary
Topics
• Dictionary • Treatment Plan
 
Treatment Plan - 'Current Status' field
The 'Current Status' field is added to the 'Treatment Plan' form and its copies. The 'SYSTEM.tx_plan', 'SYSTEM.cw_tx_client_plan' SQL tables and the web service are updated accordingly. Also, the 'Display Treatment Plans in Selection Leaf for The Selected 'Current Status Codes' field is added to the 'Set System Defaults' form. The 'SYSTEM.cw_system_defaults' SQL table is updated accordingly.
In addition, the 'Set Current Status To Active When Plan Is Finalized' and 'Set Current Status to Completed On Plan End Date' registry settings are added. These settings give the user the ability to determine if the 'Current Status' field will be auto-populated based on the registry setting value.
Value Added: The ability to capture additional information in the 'Treatment Plan' form
Topics
• Query/Reporting • Registry Settings • Set System Defaults • Treatment Plan • Web Services
 
Treatment Plan - 'SYSTEM.tx_plan' SQL table
The 'care_plan_text' field is added to the 'SYSTEM.tx_plan' SQL table. This field will capture the data on file in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields in the 'Treatment Plan' form.
Value Added: The ability to capture additional information
Topics
• Query/Reporting • Treatment Plan
 
Dictionary Update - Goal 'Status' dictionary
The 'FHIR Goal Status' extended dictionary is added to the goal 'Status' dictionary in 'Dictionary Update'.
Value Added: Additional extended dictionary added for the goal 'Status' dictionary
Topics
• Dictionary • Treatment Plan
 
Acceptance Tests
AV-81966 Summary | Details
Dictionary Update - 'Plan Type' dictionary
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
Scenario 1: Dictionary Update - Validate the 'Plan Type' dictionary
Specific Setup:
  • Existing dictionary values on file for the 'CWS' - '(52003) Plan Type' dictionary.
Steps
  1. Access the 'Dictionary Update' CWS form.
  2. Select "CWS" in the 'File' field.
  3. Select "(52003) Plan Type" in the 'Data Element' field.
  4. Enter an existing code in the 'Dictionary Code' field.
  5. Validate the 'Dictionary Value' field populates accordingly.
  6. Validate the 'Extended Dictionary Data Element' field contains "(60150) FHIR Care Plan Category" and select it.
  7. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  8. Click [Apply Changes].
  9. Validate a message is displayed stating: Filed!
  10. Click [OK].
  11. Select the "Print Dictionary" section.
  12. Select "CWS" in the 'File' field.
  13. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  14. Select "(52003) Plan Type" in the 'Data Element' field.
  15. Click [Print Dictionary].
  16. Validate the report displays the updated dictionary with the "(60150) FHIR Care Plan Category" extended dictionary value populated.
  17. Close the report and the form.
Topics
• Dictionary • Treatment Plan
AV-81967 Summary | Details
Treatment Plan - 'Current Status' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SoapUI - Add Treatment Plan
  • Treatment Plan
  • Document Routing Setup (PM)
  • Registry Settings (PM)
  • Set System Defaults (CWS)
Scenario 1: Treatment Plan - Form Validations
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the current date is displayed in the 'Plan Date' field.
  3. Select the desired date in the 'Plan Date' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Validate the 'Current Status' field is displayed and contains the following values:
  6. Active
  7. Draft
  8. On Hold
  9. Unknown
  10. Completed
  11. Entered In Error
  12. Revoked
  13. Select "Draft" in the 'Treatment Plan Status' field.
  14. Validate "Draft" is now selected in the 'Current Status' field.
  15. Populate any desired fields.
  16. Click [Submit].
  17. Select "Client A" and access the 'Treatment Plan' form.
  18. Select the plan filed in the previous steps and click [Edit].
  19. Validate all previously filed values are displayed.
  20. Close the form.
Scenario 2: Treatment Plan Copy - Form Validations
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A copy of the 'Treatment Plan' form exists (Treatment Plan Copy).
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan Copy'.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan Copy'.
Steps
  1. Select "Client A" and access the 'Treatment Plan Copy' form.
  2. Enter the current date is displayed in the 'Plan Date' field.
  3. Select the desired date in the 'Plan Date' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Validate the 'Current Status' field is displayed and contains the following values:
  6. Active
  7. Draft
  8. On Hold
  9. Unknown
  10. Completed
  11. Entered In Error
  12. Revoked
  13. Select "Draft" in the 'Treatment Plan Status' field.
  14. Validate "Draft" is now selected in the 'Current Status' field.
  15. Populate any desired fields.
  16. Click [Submit].
  17. Select "Client A" and access the 'Treatment Plan Copy' form.
  18. Select the plan filed in the previous steps and click [Edit].
  19. Validate all previously filed values are displayed.
  20. Close the form.
Scenario 3: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client is enrolled in an existing episode (Client A).
  • The 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date is displayed in the 'Plan Date' field.
  4. Select the desired date in the 'Plan Date' field.
  5. Select the desired value in the 'Plan Type' field
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Validate "Draft" is now selected in the 'Current Status' field.
  8. Click [Launch Plan].
  9. Add a problem, goal, objective, and intervention.
  10. Click [Return to Plan] and [OK].
  11. Hover over the problem in the 'Problems' field.
  12. Validate a "not allowed" icon displays indicating the field cannot be edited.
  13. Validate the 'Problem' is displayed in dark grey text.
  14. Select "Final" in the 'Draft/Final' field.
  15. Select "Active" in the 'Current Status' field.
  16. Click [Submit].
  17. Validate a 'Confirm Document' dialog is displayed.
  18. Validate the user is unable to print.
  19. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized.
  20. Click [Accept].
  21. Enter the password and click [Verify].
  22. Select "Client A" and access the 'Treatment Plan' form.
  23. Select the record from the previous steps and click [Edit].
  24. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  25. Click [Yes].
  26. Validate the plan displays as expected and fields are disabled, except for the 'Current Status' field.
  27. Select "Completed" in the 'Current Status' field.
  28. Click [Submit].
  29. Validate a message is displayed stating: The following fields are updated: 'Current Status'.
  30. Click [OK].
  31. Select "Client A" and access the 'Treatment Plan' form.
  32. Select the record from the previous steps and click [Edit].
  33. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  34. Click [Yes].
  35. Validate "Completed" is selected in the 'Current Status' field.
  36. Close the form.
Scenario 4: Validate the 'Set Current Status To Active When Plan Is Finalized' registry setting
Specific Setup:
  • Document Routing is disabled for the 'Treatment Plan' form.
  • Three clients are enrolled in existing episodes (Client A, Client B, Client C).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Set Current Status To Active When Plan Is Finalized" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the "Set Current Status To Active When Plan Is Finalized" registry setting for the 'Treatment Plan' form and click [OK].
  5. Note: the registry setting will be added for all 'Treatment Plan' copies as well.
  6. Validate the 'Registry Setting' field contains "Avatar CWS->Treatment Plan->Treatment Plan->Treatment Plan->->Set Current Status To Active When Plan Is Finalized".
  7. Validate the 'Registry Setting Detail' field contains: "When set to 'Y', the treatment plan will automatically change the 'Current Status' field to "Active" when the plan is marked as Final status. When set to 'YA', the plan will automatically change the 'Current Status' field to "Active" when the plan is marked as Final status and all approvers have signed via document routing. When set to 'N', the 'Current Status' field will not be automatically updated when the plan is finalized."
  8. Validate the 'Registry Setting Value' field contains "N". This is the default value.
  9. Enter "Y" in the 'Registry Setting Value' field.
  10. Click [Submit] and close the form.
  11. Select "Client A" and access the 'Treatment Plan' form.
  12. Enter the desired date in the 'Plan Date' field.
  13. Select the desired value in the 'Plan Type' field.
  14. Select "Draft" in the 'Treatment Plan Status' field.
  15. Validate "Draft" is now selected in the 'Current Status' field.
  16. Populate any other required and desired fields.
  17. Select "Final" in the 'Treatment Plan Status' field.
  18. Validate "Active" is now selected in the 'Current Status' field.
  19. Click [Submit].
  20. Access the 'Registry Settings' form.
  21. Enter "Set Current Status To Active When Plan Is Finalized" in the 'Limit Registry Settings to the Following Search Criteria' field.
  22. Click [View Registry Settings].
  23. Select the "Set Current Status To Active When Plan Is Finalized" registry setting for the 'Treatment Plan' form and click [OK].
  24. Enter "YA" in the 'Registry Setting Value' field.
  25. Click [Submit] and close the form.
  26. Access the 'Document Routing Setup' form.
  27. Select "Avatar CWS" in the 'Application' field.
  28. Click [Select Form].
  29. Select "Treatment Plan" in the 'Select a form to enable Document Routing' field.
  30. Click [OK].
  31. Select "Yes" in the 'Enable Document Routing' field.
  32. Click [File] and [OK].
  33. Close the form.
  34. Select "Client B" and access the 'Treatment Plan' form.
  35. Enter the desired date in the 'Plan Date' field.
  36. Select the desired value in the 'Plan Type' field.
  37. Select "Draft" in the 'Treatment Plan Status' field.
  38. Validate "Draft" is now selected in the 'Current Status' field.
  39. Populate any other required and desired fields.
  40. Select "Final" in the 'Treatment Plan Status' field.
  41. Validate "Draft" is still selected in the 'Current Status' field.
  42. Click [Submit].
  43. Validate a "Confirm Document" dialog is displayed for document routing.
  44. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized.
  45. Click [Accept and Route].
  46. Enter the password for the logged in user and click [Verify].
  47. Select the practitioner associated to the logged in user and click [Submit].
  48. Navigate to the 'My To Dos' widget.
  49. Validate there is a To Do for the 'Treatment Plan' sent for approval for "Client B".
  50. Approve the document.
  51. Validate the To Do is no longer displayed.
  52. Select "Client B" and access the 'Treatment Plan' form.
  53. Select the 'Treatment Plan' approved in the previous steps and click [Edit].
  54. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  55. Click [Yes].
  56. Validate "Active" is now selected in the 'Current Status' field.
  57. Close the form.
  58. Access the 'Registry Settings' form.
  59. Enter "Set Current Status To Active When Plan Is Finalized" in the 'Limit Registry Settings to the Following Search Criteria' field.
  60. Click [View Registry Settings].
  61. Select the "Set Current Status To Active When Plan Is Finalized" registry setting for the 'Treatment Plan' form and click [OK].
  62. Enter "N" in the 'Registry Setting Value' field.
  63. Click [Submit] and close the form.
  64. Select "Client C" and access the 'Treatment Plan' form.
  65. Enter the desired date in the 'Plan Date' field.
  66. Select the desired value in the 'Plan Type' field.
  67. Select "Draft" in the 'Treatment Plan Status' field.
  68. Validate "Draft" is now selected in the 'Current Status' field.
  69. Populate any other required and desired fields.
  70. Select "Final" in the 'Treatment Plan Status' field.
  71. Validate "Draft" is still selected in the 'Current Status' field.
  72. Click [Submit].
  73. Validate a "Confirm Document" dialog is displayed for document routing.
  74. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized.
  75. Click [Accept].
  76. Enter the password for the logged in user and click [Verify].
  77. Select "Client C" and access the 'Treatment Plan' form.
  78. Select the 'Treatment Plan' approved in the previous steps and click [Edit].
  79. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  80. Click [Yes].
  81. Validate "Draft" is still selected in the 'Current Status' field.
  82. Close the form.
Scenario 5: Validate the 'Set Current Status to Completed On Plan End Date' registry setting
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Set Current Status To Completed On Plan End Date" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the "Set Current Status To Completed On Plan End Date" registry setting for the 'Treatment Plan' form and click [OK].
  5. Note: the registry setting will be added for all 'Treatment Plan' copies as well.
  6. Validate the 'Registry Setting' field contains "Avatar CWS->Treatment Plan->Treatment Plan->Treatment Plan->->Set Current Status To Completed On Plan End Date".
  7. Validate the 'Registry Setting Details' field contains: When set to 'Y', the treatment plan will automatically change the 'CurrentStatus' to "Completed" once the 'Plan End Date' has passed. Note: The 'Current Status' must be set to "Active" prior in order to support this functionality. When set to 'N', the 'Current Status' field will not automatically change when the 'Plan End Date' has passed.
  8. Validate the 'Registry Setting Value' field contains "N". This is the default value.
  9. Enter "Y" in the 'Registry Setting Value' field.
  10. Click [Submit] and close the form.
  11. Select "Client A" and access the 'Treatment Plan' form.
  12. Enter the yesterday's date in the 'Plan Date' field.
  13. Select the desired value in the 'Plan Type' field.
  14. Enter the current date in the 'Plan End Date' field.
  15. Select "Draft" in the 'Treatment Plan Status' field.
  16. Validate "Draft" is now selected in the 'Current Status' field.
  17. Populate any other required and desired fields.
  18. Select "Final" in the 'Treatment Plan Status' field.
  19. Select "Active" in the 'Current Status' field.
  20. Click [Submit].
  21. Wait until the next day. There is a background task that runs at 1am each morning to determine if any plans have passed the defined 'Plan End Date'. If they have, the 'Current Status' will be updated automatically to "Completed".
  22. Select "Client A" and access the 'Treatment Plan' form.
  23. Select the 'Treatment Plan' filed the day prior and click [Edit].
  24. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  25. Click [Yes].
  26. Validate "Completed" is now selected in the 'Current Status' field.
  27. Close the form.
Scenario 6: Treatment Plan - SQL Validation
Specific Setup:
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the current date is displayed in the 'Plan Date' field.
  3. Select the desired date in the 'Plan Date' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Validate "Draft" is now selected in the 'Current Status' field.
  7. Enter the desired value in the 'Strengths' field.
  8. Enter the desired value in the 'Weaknesses' field.
  9. Enter the desired value in the 'Discharge Planning' field.
  10. Click [Submit].
  11. Access Crystal Reports or other SQL Reporting Tool.
  12. Select the CWS namespace.
  13. Create a report using the 'SYSTEM.cw_client_tx_plan' SQL table.
  14. Validate a row is displayed for the treatment plan for "Client A".
  15. Validate the 'current_status_code' field contains "draft".
  16. Validate the 'current_status_value' field contains "Draft".
  17. Create a report using the 'SYSTEM.tx_plan' SQL table.
  18. Validate a row is displayed for the treatment plan for "Client A".
  19. Validate the 'care_plan_text' field contains the values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields.
  20. Validate the 'current_status_code' field contains "draft".
  21. Validate the 'current_status_value' field contains "Draft".
  22. Select "Client A" and access the 'Treatment Plan' form.
  23. Select the record filed in the previous steps and click [Edit].
  24. Validate all previously filed data is displayed.
  25. Enter any new value in the 'Strengths' field.
  26. Enter any new value in the 'Weaknesses' field.
  27. Enter any new value in the 'Discharge Planning' field.
  28. Select "Final" in the 'Treatment Plan Status' field.
  29. Select "Active" in the 'Current Status' field.
  30. Click [Submit].
  31. Access Crystal Reports or other SQL Reporting Tool.
  32. Refresh the report using the 'SYSTEM.cw_client_tx_plan' SQL table.
  33. Validate the 'current_status_code' field contains "active".
  34. Validate the 'current_status_value' field contains "Active".
  35. Refresh the report using the 'SYSTEM.tx_plan' SQL table.
  36. Validate the 'care_plan_text' field contains the new values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields.
  37. Validate a row is displayed for the treatment plan for "Client A".
  38. Validate the 'current_status_code' field contains "active".
  39. Validate the 'current_status_value' field contains "Active".
  40. Close the reports.
Scenario 7: Set System Defaults - Treatment Plan
Steps
  1. Access the 'Set System Defaults' CWS form.
  2. Validate the 'Display Treatment Plans in Selection Leaf For The Selected 'Current Status' Codes' field is displayed and contains the following:
  3. Active
  4. Revoked
  5. Completed
  6. Unknown
  7. Draft
  8. Entered In Error
  9. On Hold
  10. Select the desired value(s) in the 'Display Treatment Plans in Selection Leaf For The Selected 'Current Status' Codes' field. Please note: the value(s) selected here will determine the treatment plans available for selection in Progress Note forms. If no value(s) are selected here, then treatment plans with any 'Current Status' will display in Progress Note forms.
  11. Click [Submit].
  12. Access Crystal Reports or other SQL Reporting Tool.
  13. Select the CWS namespace.
  14. Create a report using the 'SYSTEM.cw_system_defaults' SQL table.
  15. Validate the 'disp_plan_cstat_code' field contains the code(s) associated to the value(s) selected in the previous steps.
  16. Validate the 'disp_plan_cstat_value' field contains the value(s) selected in the previous steps.
  17. Close the report.
Scenario 8: Treatment Plan Web Service - Add Treatment Plan
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'SS Treatment Plan Client Scrolling Free Text 1' field is added to the 'Treatment Plan' form via 'Site Specific Section Modeling'. (Field #52021)
Steps
  1. Access SoapUI for the 'TreatmentPlan' - 'AddTreatmentPlan' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the desired date in the 'PlanDate' field.
  6. Enter the desired value in the 'PlanName' field.
  7. Enter the desired value in the 'PlanType' field.
  8. Enter the desired value in the 'TreatmentPlanStatus' field.
  9. Enter a valid problem code in the 'SNOMEDCode' field.
  10. Enter the corresponding problem description in the 'SNOMEDDesc' field.
  11. Enter the desired value in the 'ProblemCodeStatus' field.
  12. Enter the desired date in the 'DateOfOnset' field.
  13. Enter the desired staff ID in the 'StaffResponsible' field.
  14. Enter the desired date in the 'DateOpened' field.
  15. Enter the desired value in the 'Problem' field.
  16. Enter the desired value in the 'Status' field.
  17. Enter the desired value in the 'CurrentStatus' field.
  18. Enter "52021" in the 'SSFreeTextScrolling' - 'FieldNumber' field.
  19. Enter a value containing more than 50 characters in the 'SSFreeTextScrolling' - 'FieldValue' field.
  20. Populate any other desired fields.
  21. Enter "Client A" in the 'ClientID' field.
  22. Enter "1" in the 'EpisodeNumber' field.
  23. Enter "CWS60000" in the 'OptionID' field.
  24. Click [Run].
  25. Validate that the 'Confirmation' field contains the unique ID for the treatment plan filed.
  26. Validate the 'Message' field contains: "Treatment Plan web service has been filed successfully".
  27. Select "Client A" and access the 'Treatment Plan' form.
  28. Select the record filed in the previous steps and click [Edit].
  29. Validate all data filed in the previous steps is displayed.
  30. Validate the 'SS Treatment Plan Client Scrolling Free Text 1' field contains the value filed in the previous steps.
  31. Close the form.
Scenario 9: Treatment Plan Web Service - Edit Treatment Plan
Specific Setup:
  • A client is enrolled in an existing episode and has a 'Treatment Plan' on file (Client A).
  • The 'SS Treatment Plan Client Scrolling Free Text 1' field is added to the 'Treatment Plan' form via 'Site Specific Section Modeling'. (Field #52021)
Steps
  1. Access SoapUI for the 'TreatmentPlan' - 'EditTreatmentPlan' web service.
  2. Enter the system code that will be used to log into Avatar in the 'SystemCode' field.
  3. Enter the user name that will be used to log into Avatar in the 'UserName' field.
  4. Enter the password that will be used to log into Avatar in the 'Password' field.
  5. Enter the original date on file in the 'PlanDate' field.
  6. Enter the desired value in the 'PlanName' field.
  7. Enter the desired value in the 'PlanType' field.
  8. Enter the desired value in the 'TreatmentPlanStatus' field.
  9. Enter a valid problem code in the 'SNOMEDCode' field.
  10. Enter the corresponding problem description in the 'SNOMEDDesc' field.
  11. Enter the desired value in the 'ProblemCodeStatus' field.
  12. Enter the desired date in the 'DateOfOnset' field.
  13. Enter the desired staff ID in the 'StaffResponsible' field.
  14. Enter the desired date in the 'DateOpened' field.
  15. Enter the desired value in the 'Problem' field.
  16. Enter the desired value in the 'Status' field.
  17. Enter the desired value in the 'CurrentStatus' field.
  18. Enter "52021" in the 'SSFreeTextScrolling' - 'FieldNumber' field.
  19. Enter a value containing more than 50 characters in the 'SSFreeTextScrolling' - 'FieldValue' field.
  20. Populate any other desired fields.
  21. Enter "Client A" in the 'ClientID' field.
  22. Enter "1" in the 'EpisodeNumber' field.
  23. Enter the unique ID for the existing 'Treatment Plan' record in the 'TPUniqueID' field.
  24. Click [Run].
  25. Validate that the 'Confirmation' field contains the unique ID for the treatment plan filed.
  26. Validate the 'Message' field contains: "Treatment Plan web service has been filed successfully".
  27. Select "Client A" and access the 'Treatment Plan' form.
  28. Select the record filed in the previous steps and click [Edit].
  29. Validate all data filed in the previous steps is displayed.
  30. Validate the 'SS Treatment Plan Client Scrolling Free Text 1' field contains the value filed in the previous steps.
  31. Close the form.
Topics
• Query/Reporting • Registry Settings • Set System Defaults • Treatment Plan • Web Services
AV-81968 Summary | Details
Treatment Plan - 'SYSTEM.tx_plan' SQL table
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - SQL Validation
Specific Setup:
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the current date is displayed in the 'Plan Date' field.
  3. Select the desired date in the 'Plan Date' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Validate "Draft" is now selected in the 'Current Status' field.
  7. Enter the desired value in the 'Strengths' field.
  8. Enter the desired value in the 'Weaknesses' field.
  9. Enter the desired value in the 'Discharge Planning' field.
  10. Click [Submit].
  11. Access Crystal Reports or other SQL Reporting Tool.
  12. Select the CWS namespace.
  13. Create a report using the 'SYSTEM.cw_client_tx_plan' SQL table.
  14. Validate a row is displayed for the treatment plan for "Client A".
  15. Validate the 'current_status_code' field contains "draft".
  16. Validate the 'current_status_value' field contains "Draft".
  17. Create a report using the 'SYSTEM.tx_plan' SQL table.
  18. Validate a row is displayed for the treatment plan for "Client A".
  19. Validate the 'care_plan_text' field contains the values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields.
  20. Validate the 'current_status_code' field contains "draft".
  21. Validate the 'current_status_value' field contains "Draft".
  22. Select "Client A" and access the 'Treatment Plan' form.
  23. Select the record filed in the previous steps and click [Edit].
  24. Validate all previously filed data is displayed.
  25. Enter any new value in the 'Strengths' field.
  26. Enter any new value in the 'Weaknesses' field.
  27. Enter any new value in the 'Discharge Planning' field.
  28. Select "Final" in the 'Treatment Plan Status' field.
  29. Select "Active" in the 'Current Status' field.
  30. Click [Submit].
  31. Access Crystal Reports or other SQL Reporting Tool.
  32. Refresh the report using the 'SYSTEM.cw_client_tx_plan' SQL table.
  33. Validate the 'current_status_code' field contains "active".
  34. Validate the 'current_status_value' field contains "Active".
  35. Refresh the report using the 'SYSTEM.tx_plan' SQL table.
  36. Validate the 'care_plan_text' field contains the new values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields.
  37. Validate a row is displayed for the treatment plan for "Client A".
  38. Validate the 'current_status_code' field contains "active".
  39. Validate the 'current_status_value' field contains "Active".
  40. Close the reports.
Topics
• Query/Reporting • Treatment Plan
AV-81969 Summary | Details
Dictionary Update - Goal 'Status' dictionary
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
Scenario 1: Dictionary Update - Validate the goal 'Status' dictionary
Specific Setup:
  • Existing dictionary values on file for the 'CWS' - '(54014) Status' dictionary.
Steps
  1. Access the 'Dictionary Update' CWS form.
  2. Select "CWS" in the 'File' field.
  3. Select "(54014) Status" in the 'Data Element' field.
  4. Enter an existing code in the 'Dictionary Code' field.
  5. Validate the 'Dictionary Value' field populates accordingly.
  6. Validate the 'Extended Dictionary Data Element' field contains "(60152) FHIR Goal Status" and select it.
  7. Select the desired value in the 'Extended Dictionary Value (Single Dictionary)' field.
  8. Click [Apply Changes].
  9. Validate a message is displayed stating: Filed!
  10. Click [OK].
  11. Select the "Print Dictionary" section.
  12. Select "CWS" in the 'File' field.
  13. Select "Individual Data Element" in the 'Individual or All Data Elements' field.
  14. Select "(54014) Status" in the 'Data Element' field.
  15. Click [Print Dictionary].
  16. Validate the report displays the updated dictionary with the "(60152) FHIR Goal Status" extended dictionary value populated.
  17. Close the report and the form.
Topics
• Dictionary • Treatment Plan
Table Changes
Table Column Change
SYSTEM.cw_tx_client_plan current_status_code added
SYSTEM.cw_tx_client_plan current_status_value added
SYSTEM.tx_plan current_status_code added
SYSTEM.tx_plan current_status_value added
SYSTEM.tx_plan care_plan_text added
SYSTEM.cw_system_defaults disp_plan_cstat_code added
SYSTEM.cw_system_defaults disp_plan_cstat_value added