'Treatment Plan' form - 'Default From Previous Plan' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Treatment Plan
- Treatment Plan Default Setup
Scenario 1: Treatment Plan - default from previous plan
Specific Setup:
- A client must be enrolled in an existing episode (Client A).
- Client A must have a Treatment Plan filed that has values entered in the 'Strengths', 'Weaknesses', and 'Discharge Planning' fields (Plan A).
Steps
- Select "Client A" and access the 'Treatment Plan' form.
- Click [Add].
- Verify the 'Do you want to default plan information form a previously entered plan?' dialog is displayed.
- Click [Yes].
- Select "Plan A" in the 'Default From Previous' field.
- Click [OK].
- Enter the desired date in the 'Please Enter Plan Date' field.
- Click [OK].
- Verify the 'Are you sure you want to default information from this plan?' dialog is displayed.
- Click [Yes].
- Enter the current date in the 'Plan Date' field.
- Select any value in the 'Plan Type' field.
- Select 'Draft' in the 'Treatment Plan Status' field.
- Validate the 'Strengths' field contains the information defaulted in from "Plan A".
- Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
- Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
- Click [Launch Plan].
- Add a new problem, goal, objective and intervention.
- Click [Back to Plan Page].
- Validate the 'Strengths' field contains the information defaulted in from "Plan A".
- Validate the 'Weaknesses' field contains the information defaulted in from "Plan A".
- Validate the 'Discharge Planning' field contains the information defaulted in from "Plan A".
- Select "Final" in the 'Treatment Plan Status' field.
- Click [Submit].
Scenario 2: Treatment Plan - Default from previous plan- 'Treatment Plan Default Setup' form prompt set to 'No'.
Specific Setup:
- The 'Default Problem Section', 'Default Goals Section', 'Default Objectives Section', and 'Default Interventions Section' field must be set to "No" in the 'Treatment Plan Default Setup' form.
- A client must have a 'Treatment Plan' form filed. (Plan A)
Steps
- Select "Client A" and access the 'Treatment Plan' form.
- Click [Add].
- Verify the 'Do you want to default plan information from a previously entered plan?' dialog is displayed.
- Click [Yes].
- Select "Plan A" in the 'Default From Previous' field.
- Click [OK].
- Enter the desired date in the 'Please Enter Plan Date' field.
- Click [OK].
- Verify the 'Are you sure you want to default information from this plan?' dialog is displayed.
- Click [Yes].
- Enter the current date in the 'Plan Date' field.
- Select any value in the 'Plan Type' field.
- Select 'Draft' in the 'Treatment Plan Status' field.
- Validate the 'Strengths' field contains no values defaulted in from "Plan A".
- Validate the 'Weaknesses' field contains no values defaulted in from "Plan A".
- Validate the 'Discharge Planning' field contains no values defaulted in from "Plan A".
- Click [Launch Plan].
- Add a new problem, goal, objective, and intervention.
- Click [Back to Plan Page].
- Select "Final" in the 'Treatment Plan Status' field.
- Click [Submit].
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Topics
• Treatment Plan
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'Treatment Plan' form - Scrolling Free Text fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
Scenario 1: Treatment Plan - add a problem, goal, objective, and intervention
Specific Setup:
- The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
- A client must be enrolled in an existing episode (Client A).
- Scrolling Free Text fields must be enabled via the 'Site Specific Section Modeling' form for a 'Treatment Plan' form. (Strengths, Weaknesses, Discharge Planning) (Treatment Plan)
Steps
- Select “Client A” and access the ‘Treatment Plan’ form.
- Set the ‘Plan Date’ field to the current date.
- Set the ‘Plan Name’ to any value.
- Select any value in the ‘Plan Type’ field.
- Set the 'Strengths' field to any value.
- Set the 'Weaknesses' field to any value.
- Set the 'Discharge Planning' field to any value.
- Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
- Click [Add New Problem].
- Set the ‘Problem Code’ field to any value.
- Select “Active” in the ‘Status (Problem List)’ field.
- Set the ‘Problem’ field to any value.
- Select any value in the ‘Status’ field.
- Click [Add New Goal].
- Set the ‘Goal’ field to any value.
- Select any value in the ‘Status’ field.
- Click [Add New Objective].
- Set the ‘Objective’ field to any value.
- Select any value in the ‘Status’ field.
- Click [Add New Intervention].
- Set the ‘Intervention’ field to any value.
- Select any value in the ‘Status’ field.
- Click [Back to Plan Page].
- Close the form.
- Select “Client A” and access the ‘Treatment Plan’ form.
- Validate the ‘Load From Backup’ dialog displays with a message stating: “You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
- Validate the 'Strengths' field contains the value previously filed.
- Validate the 'Weaknesses' field contains the value previously filed.
- Validate the 'Discharge Planning' field contains the value previously filed.
- Click [Launch Plan].
- Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
- Click [Exit to Home View].
Scenario 2: Treatment Plan - 'Enable Automatic Backup' registry setting set to "N"
Specific Setup:
- The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "N".
- A client must have an active episode. (Client A)
Steps
- Select “Client A” and access the ‘Treatment Plan’ form.
- Set the ‘Plan Date’ field to the current date.
- Set the ‘Plan Name’ field to any value.
- Select any value in the ‘Plan Type’ field.
- Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
- Click [Add New Problem].
- Set the ‘Problem Code’ field to any value.
- Select “Active” in the ‘Status (Problem List)’ field.
- Set the ‘Problem’ field to any value
- Select any value in the ‘Status’ field and click [Add New Goal].
- Set the ‘Goal’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Objective].
- Set the ‘Objective’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Intervention].
- Set the ‘Intervention’ field to any value.
- Select any value in the ‘Status’ field and click [Back to Plan Page].
- Click [Submit].
- Select “Client A” and access the ‘Treatment Plan’ form.
- Select the treatment plan previously filed and click [Edit].
- Click [Launch Plan].
- Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
- Close the form.
Scenario 3: Treatment Plan - 'Enable Automatic Backup' registry setting - Multiple Active Plans
Specific Setup:
- The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
- A client must have an active episode. (Client A)
- A Treatment Plan copy must exist (Treatment Plan Copy)
Steps
- Select “Client A” and access the ‘Treatment Plan’ form.
- Set the ‘Plan Date’ field to the current date.
- Set the ‘Plan Name’ field to any value.
- Select any value in the ‘Plan Type’ field.
- Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
- Click [Add New Problem].
- Set the ‘Problem Code’ field to any value.
- Select “Active” in the ‘Status (Problem List)’ field.
- Set the ‘Problem’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Goal].
- Set the ‘Goal’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Objective].
- Set the ‘Objective’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Intervention].
- Set the ‘Intervention’ field to any value.
- Select any value in the ‘Status’ field and click [Back to Plan Page].
- Close the form.
- Select “Client A” and access the ‘Treatment Plan Copy’ form.
- Set the ‘Plan Date’ field to the current date.
- Set the ‘Plan Name’ field to any value.
- Select any value in the ‘Plan Type’ field.
- Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
- Click [Add New Problem].
- Set the ‘Problem Code’ field to any value.
- Select “Active” in the ‘Status (Problem List)’ field.
- Set the ‘Problem’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Goal].
- Set the ‘Goal’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Objective].
- Set the ‘Objective’ field to any value.
- Select any value in the ‘Status’ field and click [Add New Intervention].
- Set the ‘Intervention’ field to any value.
- Select any value in the ‘Status’ field and click [Back to Plan Page].
- Click [Submit].
- Select “Client A” and access the ‘Treatment Plan’ form.
- Click [Add].
- Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted back of this plan from [the current date] at [the current time]. Would you like to load it?" and click [Yes].
- Validate the ‘Plan Date’ field contains the current date.
- Validate the ‘Plan Name’ field contains the plan name previously filed.
- Validate the ‘Plan Type’ contains the value previously filed.
- Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan].
- Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
- Click [Back to Plan Page] and [Submit].
- Select “Client A” and access the ‘Treatment Plan Copy’ form.
- Select the plan previously filed and click [Edit].
- Click [Launch Plan].
- Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
- Click [Back to Plan Page] and close the form.
- Select “Client A” and access the ‘Treatment Plan’ form.
- Select the plan previously filed and click [Edit].
- Click [Launch Plan].
- Validate the ‘Tree View’ contains the problem, goal, objective, and intervention added in the previous steps.
- Close the form.
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Topics
• Treatment Plan
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