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Avatar CWS 2022 Update 127

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2022 Update 83

Product Update Form Description

An issue is resolved in 'Progress Notes (Group and Individual)' forms where the message 'The appointment this note addresses is no longer available.' is displayed when finalizing group default notes with Document Routing enabled.

Included Updates

3, 4, 6, 10, 13, 13.1, 14, 17, 18, 20, 24, 26, 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, 80, 82, 83, 84, 86, 87, 90, 94, 98, 100, 103, 105, 107, 108, 109, 110, 113, 117, 118, 120

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Progress Notes (Group and Individual) - Group Default Notes
Ensure the ability to finalize group default notes in 'Progress Notes (Group and Individual)' when document routing is enabled. KB0071555 v0.01
Topics
• Group Progress Notes • Progress Notes • Progress Notes (Group And Individual) • Scheduling Calendar
 
Acceptance Tests
AV-85090 Summary | Details
Progress Notes (Group and Individual) - Group Default Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Progress Notes (Group and Individual)
Scenario 1: Progress Notes (Group and Individual) - Group Default Notes - file an existing appointment group note
Specific Setup:
  • A group must exist (Group A) with two clients (Client A & Client B).
  • A group appointment must be scheduled for "Group A" for the current date.
  • Document routing is enabled on the 'Progress Notes (Group and Individual)' form.
  • The 'Attach Selected Appointment To Notes On Draft' registry setting is set to either "1" or "2".
  • The 'Post Appointment When the Note Is Submitted' registry setting is set to "Y".
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Enter the desired practitioner in the 'Practitioner' field.
  5. Select "Existing Appointment" in the 'Progress Note For' field.
  6. Select the existing appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  7. Select the desired value in the 'Note Type' field.
  8. Enter the desired value in the 'Note' field.
  9. Validate the 'Client Who Attended Group' field contains "Client A" and "Client B".
  10. Click [File Note].
  11. Validate a "Group Default Notes" message is displayed stating: Progress notes are filed.
  12. Click [OK].
  13. Navigate to the "Individual Progress Notes" section.
  14. Select "Group A" in the 'Group Name or Number' field.
  15. Enter the current date in the 'Note Date' field.
  16. Select the note for "Client A" in the 'Select Note To Edit' field.
  17. Select "Final" in the 'Draft/Final' field.
  18. Click [File Note].
  19. Click [Accept] in the document routing dialog.
  20. Enter the password for the logged in user and click [Verify].
  21. Validate a message is displayed stating: Note Filed.
  22. Click [OK].
  23. Validate the 'Select Note To Edit' field contains the note for "Client B".
  24. Select "Final" in the 'Draft/Final' field.
  25. Click [File Note].
  26. Click [Accept] in the document routing dialog.
  27. Enter the password for the logged in user and click [Verify].
  28. Validate a message is displayed stating: Note Filed.
  29. Click [OK] and close the form.
  30. Access the 'Client Ledger' form.
  31. Enter "Client A" in the 'Client ID' field.
  32. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  33. Select "Simple" from the 'Ledger Type' field.
  34. Click [Process].
  35. Verify the 'Client Ledger Report' page is displayed and contains the service for the group note filed in the previous steps.
  36. Click [Dismiss].
  37. Repeat steps 2a-2f for "Client B".
  38. Close the form.
Topics
• Group Progress Notes • Progress Notes • Scheduling Calendar