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Avatar CWS 2022 Update 130.1

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Recommended Update Level

Avatar CWS 2022 Update 130

Product Update Form Description

The following changes are made: 1) The new form 'Clinical Notes Mapping' is added. 2) The new field 'Are you releasing to myHealthPointe or External providers?' is added to progress notes forms. The SQL table 'SYSTEM.cw_patient_notes' and progress notes web service are updated accordingly. 3) An issue is resolved where the 'Received Date' and 'Received Time' fields are not saved when the 'Results Entry' form is submitted. 4) The error '[NOROUTINE]setupServiceStatus+13^ProgressNotes1 *ServiceStatus' is resolved that occurs when opening 'Progress Notes (Group and Individual)' forms in Cal-PM systems.

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, 54, 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, 121, 123, 124, 126, 127, 130

Required Updates

Avatar CWS 2022 Update 130
Details
NEW2 CHANGED0 FIXED2
New (2)
The 'Clinical Notes Mapping' form
The 'Clinical Notes Mapping' form is added. This form gives a user the ability to map individual forms, progress notes, and note types to one of the CCDA Document types.
In addition, the 'SYSTEM.cw_clinical_notes_mapping' SQL table is added to capture the information filed in the 'Clinical Notes Mapping' form.
Value Added: Support for Clinical Notes
Topics
• Clinical Notes Mapping • Progress Notes
 
Progress Notes - 'Are you releasing to myHealthPointe or External providers' field
The 'Are you releasing to myHealthPointe or External providers?' field is added to progress note forms when a corresponding mapping is defined in the 'Clinical Notes Mapping' form. The 'SYSTEM.cw_patient_notes' SQL table and progress notes web service are updated accordingly.
In addition, the 'Default 'Are you releasing to myHealthPointe or External Providers'' registry setting is added. This gives the user the ability to specify the code that will be defaulted to in the 'Are you releasing to myHealthPointe or External providers?' field in Progress Note forms.
Value Added: Support for Clinical Notes
Topics
• Clinical Notes Mapping • Health And Review Of Systems • Progress Notes • Registry Settings • Web Services
 
Fixed (2)
'Progress Notes (Group and Individual)' forms
Ensure the ability to access 'Progress Notes (Group and Individual)' forms. KB0072176 v0.01
Topics
• NX • Progress Notes
 
Results Entry - 'Received Date' and 'Received Time' fields
Ensure the 'Received Date' and 'Received Time' fields are saved when the 'Results Entry' form is submitted.
Topics
• Results • Results Entry
 
Acceptance Tests
AV-86665 Summary | Details
'Progress Notes (Group and Individual)' forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Individual Progress Note
Scenario 1: 'Progress Notes (Group and Individual)' - New Service note
Specific Setup:
  • A client must be defined (Client A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "New Service" in the 'Progress Note For' field.
  4. Select any value in the 'Note Type' field.
  5. Enter any value in the 'Notes Field' field.
  6. Enter the current date in the 'Date Of Service' field.
  7. Enter any service code in the 'Service Charge Code' field.
  8. Enter any value in the 'Service Duration' field.
  9. Select "Final" in the 'Draft/Final' field.
  10. Click [File Note].
  11. Validate a message is displayed stating: Note Filed.
  12. Click [OK] and close the form.
  13. Select "Client A" and navigate to the 'Progress Notes' widget.
  14. Validate the note filed in the previous steps is displayed.
Scenario 2: Progress Notes (Group and Individual) Copy - Existing Service
Specific Setup:
  • A copy of the 'Progress Notes (Group and Individual)' form is defined (Progress Notes (Group and Individual) Copy).
  • A client is enrolled in an existing episode and has an existing service on file (Client A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
Steps
  1. Access the 'Progress Notes (Group and Individual) Copy' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Existing Service" in the 'Progress Note For' field.
  4. Select the existing service for "Client A" in the 'Note Addresses Which Existing Service/Appointment' field.
  5. Select any value in the 'Note Type' field.
  6. Enter any value in the 'Notes Field' field.
  7. Select "Final" in the 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a message is displayed stating: Note Filed.
  10. Click [OK] and close the form.
  11. Select "Client A" and navigate to the 'Progress Notes' widget.
  12. Validate the note filed in the previous steps is displayed.
Topics
• NX • Progress Notes
AV-86685 Summary | Details
The 'Clinical Notes Mapping' form
Scenario 1: Clinical Notes Mapping - Form Validations
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Validate the 'Type of CCDA Document' field is displayed and contains the following values:
  3. Clinical Summary
  4. Progress Note
  5. Consultation Note
  6. History and Physical Note
  7. Discharge Summary
  8. Select the desired value in the 'Type of CCDA Document' field.
  9. Validate the 'Care Record Form To Map' field is displayed and contains the forms selected in the 'Flag Assessment Forms' form.
  10. Select the desired value in the 'Care Record Form To Map' field. For example, "Ambulatory Progress Notes".
  11. Validate the 'Note Type to Map' field is displayed. This field becomes enabled/required only when a progress note form is selected in the 'Care Record Form to Map' field.
  12. Select the desired value in the 'Note Type to Map' field.
  13. Validate the 'CCDA Document Title' field is displayed and contains the value selected in the 'Type of CCDA Document' field.
  14. Click on the help message for the 'Standard Sections To Include to CCD' field.
  15. Validate the help message contains the following:
  16. Allergies and Intolerances - Current active allergies at time of note creation.
  17. Discharge Diagnosis - Primary discharge diagnosis at time of note creation.
  18. Immunizations - Immunization history at time of note creation.
  19. Lab Results - Any lab results with a 'Received Date' that is equal to 'Note Date'.
  20. Medical Equipment - Any implantable devices at time of note creation.
  21. Medications - Current Home Medications at time of note creation.
  22. Problems - Any current and resolved problems at time of note creation.
  23. Procedures - Procedures completed day of visit.
  24. Social History - Social history completed day of visit.
  25. Vital Signs - Any vitals captured day of note creation.
  26. Close the help message.
  27. Validate the 'Standard Sections To Include to CCD' field is displayed and contains the following values:
  28. Allergies and Intolerances
  29. Medical Equipment
  30. Social History
  31. Discharge Diagnosis
  32. Medications
  33. Vital Signs
  34. Immunizations
  35. Problems
  36. Results
  37. Procedures
  38. Select the desired value(s) in the 'Standard Sections To Include to CCD' field.
  39. Validate the 'This note is a MedNote Progress Note' field is displayed and contains the following values:
  40. Psychiatry
  41. Primary Care
  42. Select the desired value in the 'This note is a MedNote Progress Note' field.
  43. Validate the 'Enabled' field is displayed and contains the following values:
  44. Yes
  45. No
  46. Select the desired value in the 'Enabled' field.
  47. Validate the [Copy Mapping] button is displayed. This allows the user to copy mappings from one record to another, if desired.
  48. Click [Copy Mapping].
  49. Validate a 'Copy Mapping' dialog is displayed and contains any existing mappings & a default mapping for MedNote.
  50. Click [Cancel].
  51. Validate the 'Field Settings' grid is displayed and contains the following columns:
  52. CCDA Field Name - the value selected here will determine what section will be populated in the 'ClinicalNoteFinalized' SDK event payload.
  53. Care Record Form/Assessment - this field includes the following:
  54. Forms selected in 'Flag Assessment Forms'
  55. The 'Health and Review of Systems' form
  56. Any defined assessment engine assessment tables
  57. The following SQL tables: 'SYSTEM.care_fabric_visit_follow_up', 'SYSTEM.care_fabric_visits', 'care_fabric_visit_referrals'
  58. Care Record Field Name - this field will include the field/column names according to the value selected in the 'Care Record Form/Assessment' field.
  59. Include Label with Text - when selected, the selected field label will be added in front of the value in the 'ClinicalNoteFinalized' SDK event payload.
  60. Click [New Row] in the 'Field Settings' grid.
  61. Add any desired mappings.
  62. Validate the 'Remove Mapping' button is displayed.
  63. Validate the 'Display Mappings for 'Type of CCDA Document' field is displayed.
  64. Click [Submit] and [Yes] to return to form.
  65. Access Crystal Reports or other SQL Reporting Tool.
  66. Create a report using the SYSTEM.cw_clinical_notes_mapping' SQL table.
  67. Validate rows are displayed for the mappings filed in the previous steps.
  68. Navigate back to the 'Clinical Notes Mapping' form.
  69. Select the value filed in the previous steps in the 'Type of CCDA Document' field.
  70. Select the value filed in the previous steps in the 'CareRecord Form to Map' field.
  71. Select the value filed in the previous steps in the 'Note Type to Map' field.
  72. Validate all other filed data now populates accordingly.
  73. Click [Display Mappings for 'Type of CCDA Document'].
  74. Validate a report is displayed with the filed mapping.
  75. Close the report.
  76. Click [Remove Mapping].
  77. Validate a message is displayed stating: This will remove the mapping for the selected 'Type of CCDA Document' and 'CareRecord Form to Map'. Continue?
  78. Click [Yes].
  79. Validate a message is displayed stating: Removed.
  80. Click [OK] and validate the previously filed data is no longer displayed.
  81. Close the form.
  82. Access Crystal Reports or other SQL Reporting Tool.
  83. Refresh the report using the 'SYSTEM.cw_clinical_notes_mapping' SQL table.
  84. Validate the row(s) removed in the previous steps are no longer displayed.
  85. Close the report.
Scenario 2: Clinical Notes Mapping - Mapping Maintenance
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "History and Physical Note" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Activities of Daily Living Assessment (CWS29000)" in the 'Care Record Form To Map' field.
  4. Select "Allergies and Intolerances" and "Social History" in the 'Standard Sections To Include To CCD' field.
  5. Select "Yes" in the 'Enabled' field.
  6. Click [New Row] in the 'Field Settings' grid.
  7. Select "Chief Complaint" in the 'CCDA Field Name' field.
  8. Select "[Avatar CWS] Activities of Daily Living Assessment (CWS29000)" in the 'Care Record Form/Assessment' field.
  9. Select "Bathing" in the 'Care Record Field Name' field.
  10. Click [Submit] and [Yes] to return to form.
  11. Select the "Mapping Maintenance" section.
  12. Click [Export Mapping].
  13. Select the mapping added in the previous steps and click [OK].
  14. Navigate to the desired export location and click [Save].
  15. Open the exported file and validate it displays as expected.
  16. Select the "Clinical Notes Mapping" section.
  17. Select "History and Physical Note" in the 'Type of CCDA Document' field.
  18. Select "[Avatar CWS] Activities of Daily Living Assessment (CWS29000)" in the 'Care Record Form To Map' field.
  19. Validate all previously filed data is displayed.
  20. Click [Remove Mapping].
  21. Validate a message is displayed stating: This will remove the mapping for the selected 'Type of CCDA Document' and 'Care Record Form to Map'. Continue?
  22. Click [Yes].
  23. Validate a message is displayed stating: Removed.
  24. Click [OK].
  25. Select the "Mapping Maintenance" section.
  26. Click [Import Mapping].
  27. Navigate to the location of the exported mapping and select it.
  28. Validate a message is displayed stating: Imported Successfully.
  29. Click [OK].
  30. Select the "Clinical Notes Mapping" section.
  31. Select "History and Physical Note" in the 'Type of CCDA Document' field.
  32. Select "[Avatar CWS] Activities of Daily Living Assessment (CWS29000)" in the 'Care Record Form To Map' field.
  33. Validate "Allergies and Intolerances" and "Social History" are selected in the 'Standard Sections To Include To CCD' field.
  34. Validate "Yes" is selected in the 'Enabled' field.
  35. Validate "Chief Complaint" is selected in the 'CCDA Field Name' field.
  36. Validate "[Avatar CWS] Activities of Daily Living Assessment (CWS29000)" is selected in the 'Care Record Form/Assessment' field.
  37. Validate "Bathing" is selected in the 'Care Record Field Name' field.
  38. Close the form.
Topics
• Clinical Notes Mapping • Progress Notes
AV-86686 Summary | Details
Progress Notes - 'Are you releasing to myHealthPointe or External providers' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SoapUI - ProgressNotes.Client.Request
  • Clinical Notes Mapping
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
  • Ambulatory Progress Notes
  • Dictionary Update (CWS)
  • Practitioner Enrollment
Scenario 1: Clinical Notes Mapping - Ambulatory Progress Notes (Diagnosis Entry) - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an outpatient episode (Client A).
  • The 'Ambulatory Progress Notes (Diagnosis Entry)' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Consultation Note" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Ambulatory Progress Notes (Diagnosis Entry) (CWS7003)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Consultation Note".
  6. Select "Discharge Diagnosis" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "Progress Note" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Ambulatory Progress Notes (Diagnosis Entry) (CWS7003)" in the 'Care Record Form/Assessment' field.
  11. Select "Notes Field" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Ambulatory Progress Notes (Diagnosis Entry)' form.
  14. Select "New Service" in the 'Progress Note For' field.
  15. Select "Activities" in the 'Note Type' field.
  16. Enter the desired value in the 'Notes Field' field.
  17. Enter the current date in the 'Date Of Service' field.
  18. Enter the desired service code in the 'Service Charge Code' field.
  19. Select the desired value in the 'Diagnosis 1' field.
  20. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  21. Select "myHealthPointe" in the 'Are you releasing to myHealthPointe or External providers?' field.
  22. Select "Final" in the 'Draft/Final' field.
  23. Click [Submit] and close the form.
  24. Access the 'CareFabric Monitor' form.
  25. Enter the current date in the 'From Date' and 'Through Date' fields.
  26. Select "Client A" in the 'Client ID' field.
  27. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  28. Click [View Activity Log].
  29. Validate a 'ClinicalNoteFinalized' record is displayed.
  30. Click [Click To View Record].
  31. Validate the 'clinicalNotes' - 'notes' field contains the value entered in the 'Notes Field' in the previous steps.
  32. Validate the 'diagnoses' section is populated with the information for the 'Diagnosis 1' value selected in the previous steps.
  33. Validate the 'documentDescription' field contains "Consultation Note".
  34. Validate the 'documentID' - 'id' field contains a unique identifier.
  35. Validate the 'documentTitle' field contains "Consultation Note".
  36. Validate the 'includedSectionCodes' - 'code' field contains "Discharge Diagnosis".
  37. Validate the 'includedSectionCodes' - 'displayName' field contains "Discharge Diagnosis".
  38. Validate the 'isReleaseExternal' field contains "false".
  39. Validate the 'isReleaseToPatient' field contains "true".
  40. Close the report and the form.
Scenario 2: Clinical Notes Mapping - Inpatient Progress Notes (Diagnosis Entry) - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an inpatient episode (Client A).
  • The 'Inpatient Progress Notes (Diagnosis Entry)' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Discharge Summary" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Inpatient Progress Notes (Diagnosis Entry) (CWS7002)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Discharge Summary".
  6. Select "Discharge Diagnosis" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "Progress Note" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Inpatient Progress Notes (Diagnosis Entry) (CWS7002)" in the 'Care Record Form/Assessment' field.
  11. Select "Notes Field" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Inpatient Progress Notes (Diagnosis Entry)' form.
  14. Select "New Service" in the 'Progress Note For' field.
  15. Select "Activities" in the 'Note Type' field.
  16. Enter the desired value in the 'Notes Field' field.
  17. Enter the current date in the 'Date Of Service' field.
  18. Enter the desired service code in the 'Service Charge Code' field.
  19. Select the desired value in the 'Diagnosis 1' field.
  20. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  21. Select "None" in the 'Are you releasing to myHealthPointe or External providers?' field.
  22. Select "Final" in the 'Draft/Final' field.
  23. Click [Submit] and close the form.
  24. Access the 'CareFabric Monitor' form.
  25. Enter the current date in the 'From Date' and 'Through Date' fields.
  26. Select "Client A" in the 'Client ID' field.
  27. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  28. Click [View Activity Log].
  29. Validate a 'ClinicalNoteFinalized' record is displayed.
  30. Click [Click To View Record].
  31. Validate the 'clinicalNotes' - 'notes' field contains the value entered in the 'Notes Field' in the previous steps.
  32. Validate the 'diagnoses' section is populated with the information for the 'Diagnosis 1' value selected in the previous steps.
  33. Validate the 'documentDescription' field contains "Discharge Summary".
  34. Validate the 'documentID' - 'id' field contains a unique identifier.
  35. Validate the 'documentTitle' field contains "Discharge Summary".
  36. Validate the 'includedSectionCodes' - 'code' field contains "Discharge Diagnosis".
  37. Validate the 'includedSectionCodes' - 'displayName' field contains "Discharge Diagnosis".
  38. Validate the 'isReleaseExternal' field contains "false".
  39. Validate the 'isReleaseToPatient' field contains "false".
  40. Close the report and the form.
Scenario 3: Clinical Notes Mapping - Ambulatory Progress Notes - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an outpatient episode (Client A).
  • The 'Ambulatory Progress Notes' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Clinical Summary" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Ambulatory Progress Notes (CWS7001)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Clinical Summary".
  6. Select "Allergies and Intolerances" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "Health Concerns" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Family History" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Family History' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  22. Select "Independent Note" in the 'Progress Note For' field.
  23. Select "Activities" in the 'Note Type' field.
  24. Enter the desired value in the 'Notes Field' field.
  25. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  26. Select "None" in the 'Are you releasing to myHealthPointe or External providers?' field.
  27. Select "Final" in the 'Draft/Final' field.
  28. Click [Submit] and close the form.
  29. Access the 'CareFabric Monitor' form.
  30. Enter the current date in the 'From Date' and 'Through Date' fields.
  31. Select "Client A" in the 'Client ID' field.
  32. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  33. Click [View Activity Log].
  34. Validate a 'ClinicalNoteFinalized' record is displayed.
  35. Click [Click To View Record].
  36. Validate the 'documentDescription' field contains "Clinical Summary".
  37. Validate the 'documentID' - 'id' field contains a unique identifier.
  38. Validate the 'documentTitle' field contains "Clinical Summary".
  39. Validate the 'healthConcerns' field contains the 'Family History' filed in the 'Health and Review of Systems' form.
  40. Validate the 'includedSectionCodes' - 'code' field contains "Allergies and Intolerances".
  41. Validate the 'includedSectionCodes' - 'displayName' field contains "Allergies and Intolerances".
  42. Validate the 'isReleaseExternal' field contains "false".
  43. Validate the 'isReleaseToPatient' field contains "false".
  44. Close the report and the form.
Scenario 4: Clinical Notes Mapping - Inpatient Progress Notes - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an inpatient episode (Client A).
  • The 'Inpatient Progress Notes' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Clinical Summary" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Inpatient Progress Notes (CWS7000)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Clinical Summary".
  6. Select "Allergies and Intolerances" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "Chief Complaint" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Chief Complaint" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Chief Complaint' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Select "Client A" and access the 'Inpatient Progress Notes' form.
  22. Select "Independent Note" in the 'Progress Note For' field.
  23. Select "Activities" in the 'Note Type' field.
  24. Enter the desired value in the 'Notes Field' field.
  25. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  26. Select "Both" in the 'Are you releasing to myHealthPointe or External providers?' field.
  27. Select "Final" in the 'Draft/Final' field.
  28. Click [Submit] and close the form.
  29. Access the 'CareFabric Monitor' form.
  30. Enter the current date in the 'From Date' and 'Through Date' fields.
  31. Select "Client A" in the 'Client ID' field.
  32. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  33. Click [View Activity Log].
  34. Validate a 'ClinicalNoteFinalized' record is displayed.
  35. Click [Click To View Record].
  36. Validate the 'chiefComplaint' field contains the 'Chief Complaint' filed in the 'Health and Review of Systems' form.
  37. Validate the 'documentDescription' field contains "Clinical Summary".
  38. Validate the 'documentID' - 'id' field contains a unique identifier.
  39. Validate the 'documentTitle' field contains "Clinical Summary".
  40. Validate the 'includedSectionCodes' - 'code' field contains "Allergies and Intolerances".
  41. Validate the 'includedSectionCodes' - 'displayName' field contains "Allergies and Intolerances".
  42. Validate the 'isReleaseExternal' field contains "true".
  43. Validate the 'isReleaseToPatient' field contains "true".
  44. Close the report and the form.
Scenario 5: Clinical Notes Mapping - Progress Notes (Group and Individual) - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes (Group and Individual)' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Progress Note" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Progress Notes (Group and Individual) (CWSPN22000)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Progress Note".
  6. Select "Social History" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "History of Present Illness" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Past History" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Past History' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Access the 'Progress Notes (Group and Individual)' form.
  22. Select "Client A" in the 'Select Client' field.
  23. Select the existing episode in the 'Select Episode' field.
  24. Select "New Service" in the 'Progress Note For' field.
  25. Select "Activities" in the 'Note Type' field.
  26. Enter the desired value in the 'Notes Field' field.
  27. Select the desired practitioner in the 'Practitioner' field.
  28. Enter the current date in the 'Date Of Service' field.
  29. Select the desired service code in the 'Service Charge Code' field.
  30. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  31. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
  32. Select "Final" in the 'Draft/Final' field.
  33. Click [File Note].
  34. Validate a message is displayed stating: Note Filed.
  35. Click [OK] and close the form.
  36. Access the 'CareFabric Monitor' form.
  37. Enter the current date in the 'From Date' and 'Through Date' fields.
  38. Select "Client A" in the 'Client ID' field.
  39. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  40. Click [View Activity Log].
  41. Validate a 'ClinicalNoteFinalized' record is displayed.
  42. Click [Click To View Record].
  43. Validate the 'documentDescription' field contains "Progress Note".
  44. Validate the 'documentID' - 'id' field contains a unique identifier.
  45. Validate the 'documentTitle' field contains "Progress Note".
  46. Validate the 'historyOfPresentIllness' field contains the 'Past History' filed in the 'Health and Review of Systems' form.
  47. Validate the 'includedSectionCodes' - 'code' field contains "Social History".
  48. Validate the 'includedSectionCodes' - 'displayName' field contains "Social History".
  49. Validate the 'isReleaseExternal' field contains "true".
  50. Validate the 'isReleaseToPatient' field contains "false".
  51. Close the report and the form.
Scenario 6: Validate the 'Default 'Are you releasing to myHealthPointe or External Providers'' registry setting
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • A note type (Note Type A) mapping is defined in the 'Clinical Notes Mapping' form for the 'Progress Notes (Group and Individual)' form.
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Default 'Are you releasing to myHealthPointe or External providers?'" in the 'Select Registry Setting' field.
  3. Click [View Registry Settings].
  4. Validate the 'Default 'Are you releasing to myHealthPointe or External providers?'' registry setting is displayed for all progress note forms.
  5. Select the registry setting for the 'Progress Notes (Group and Individual)' form and click [OK].
  6. Validate the 'Registry Setting' field contains: Avatar CWS->Progress Notes->Progress Notes (Group and Individual)->->->Default 'Are you releasing to myHealthPointe or External providers?'
  7. Validate the 'Registry Setting Details' field contains: This registry setting gives an end-user the ability to specify the code that will be defaulted to the 'Are you releasing to myHealthPointe or External providers?' field. Entering a blank value disables this functionality.
  8. Validate the 'Registry Setting Value' field is blank. The accepted values are one of the following, which can be found in 'Dictionary Update (CWS)' form under the "CWS" file, "(51403) Are you releasing to myHealthPointe or External Providers?" data element:
  9. "01" = myHealthPointe
  10. "02" = External
  11. "03" = Both
  12. "04" = None
  13. Enter "01" in the 'Registry Setting Value' field.
  14. Click [Submit] and close the form.
  15. Access the 'Progress Notes (Group and Individual)' form.
  16. Select "Client A" in the 'Select Client' field.
  17. Select "Independent Note" in the 'Progress Note For' field.
  18. Select "Note Type A" in the 'Note Type' field.
  19. Enter the desired value in the 'Notes Field' field.
  20. Validate the 'Are you releasing to myHealthPointe or External providers?' field is displayed and required.
  21. Validate "myHealthPointe" is the default value in the 'Are you releasing to myHealthPointe or External providers?' field.
  22. Validate the ability to update the value in the 'Are you releasing to myHealthPointe or External providers?' field.
  23. File the note.
  24. Access the 'Registry Settings' form.
  25. Enter "Default 'Are you releasing to myHealthPointe or External providers?'" in the 'Select Registry Setting' field.
  26. Click [View Registry Settings].
  27. Select the registry setting for the 'Progress Notes (Group and Individual)' form and click [OK].
  28. Remove the value in the 'Registry Setting Value' field.
  29. Click [Submit] and close the form.
  30. Access the 'Progress Notes (Group and Individual)' form.
  31. Select "Client A" in the 'Select Client' field.
  32. Select "Independent Note" in the 'Progress Note For' field.
  33. Select "Note Type A" in the 'Note Type' field.
  34. Enter the desired value in the 'Notes Field' field.
  35. Validate the 'Are you releasing to myHealthPointe or External providers?' field is displayed and required.
  36. Validate no value is selected in the 'Are you releasing to myHealthPointe or External providers?' field.
  37. Close the form.
Scenario 7: Clinical Notes Mapping - Validate the 'Limit Note Types By Practitioner Category' registry setting
Specific Setup:
  • The 'Limit Note Types By Practitioner Category' registry setting is set to "Y" for the 'Ambulatory Progress Notes' form.
  • A practitioner is defined with "Medical Doctor" as their 'Practitioner Category' (Practitioner A).
  • A practitioner is defined with "Registered Nurse" as their 'Practitioner Category' (Practitioner B).
  • A note type is defined that has "Medical Doctor" as the 'Practitioner Category' (Note Type A).
  • A note type is defined that has "Registered Nurse" as the 'Practitioner Category' (Note Type B).
  • A mapping for "Note Type B" is defined in 'Clinical Notes Mapping' for the 'Ambulatory Progress Notes' form.
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select "New Service" in the 'Progress Note For' field.
  3. Enter the current date in the 'Date Of Service' field.
  4. Enter the desired service code in the 'Service Charge Code' field.
  5. Select "Practitioner A" in the 'Practitioner' field.
  6. Validate only "Note Type A" is displayed in the 'Note Type' field.
  7. Select "Note Type A" in the 'Note Type' field.
  8. Validate the 'Are you releasing to myHealthPointe or External providers?' field is not displayed.
  9. Select "Practitioner B" in the 'Practitioner' field.
  10. Validate only "Note Type B" is displayed in the 'Note Type' field.
  11. Select "Note Type B" in the 'Note Type' field.
  12. Validate the 'Are you releasing to myHealthPointe or External providers?' field is displayed and required.
  13. Select the desired value in the 'Are you releasing to myHealthPointe or External providers?' field.
  14. Select "Final" in the 'Draft/Final' field.
  15. File the note.
Scenario 8: File a new progress note using the 'WEBSVC.ProgressNotes.Client.Request' web service
Specific Setup:
  • The 'Progress Notes (Group and Individual)' form is flagged in the 'Flag Assessment Forms' form.
  • A mapping is defined in 'Clinical Notes Mapping' for the 'Progress Notes (Group and Individual)' form and a note type (Note Type A).
  • A client must be enrolled in an existing episode (Client A).
  • Must have the 'Progress Notes' widget accessible from the HomeView.
Steps
  1. Access SOAPUI for the 'ProgressNotes.Client.Request' - 'AddProgressNotes' web service.
  2. Enter the system code that will be used to log on in the 'SystemCode' field.
  3. Enter the username that will be used to log on in the 'UserName' field.
  4. Enter the password for the user logging on in the 'Password' field.
  5. Enter the desired practitioner ID in the 'Practitioner' field.
  6. Enter the desired in the 'NotesField' field.
  7. Enter "Note Type A" in the 'NoteType' field.
  8. Enter the desired value in the 'Location' field.
  9. Enter "F" in the 'DraftFinal' field.
  10. Enter "N" in the 'ProgressNoteFor' field.
  11. Enter the desired value in the 'ServiceChargeCode' field.
  12. Enter the desired value in the 'ServiceProgram' field.
  13. Enter the desired date in the 'DateOfService' field.
  14. Enter the desired value in the 'ReleaseType' field. This field files to the 'Are you releasing to myHealthPointe or External providers?' field. The accepted values are one of the following, which can be found in 'Dictionary Update (CWS)' form under the "CWS" file, "(51403) Are you releasing to myHealthPointe or External Providers?" data element:
  15. "01" = myHealthPointe
  16. "02" = External
  17. "03" = Both
  18. "04" = None
  19. Enter "Client A's" PATID in the 'ClientID' field.
  20. Enter the desired episode in the 'EpisodeNumber' field.
  21. Enter "CWSPN22000" in the 'Option' field.
  22. Click [Run].
  23. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001).
  24. Validate the 'Message' field contains: Progress Notes web service has been filed successfully.
  25. Select "Client A" and navigate to the 'Progress Notes' widget.
  26. Validate the 'Progress Notes' widget contains the progress note filed via web service in the previous steps.
  27. Validate all previously filed data is displayed.
  28. Validate the 'Are you releasing to myHealthPointe or External providers?' field contains the previously filed value.
Topics
• Clinical Notes Mapping • Health And Review Of Systems • Progress Notes • Registry Settings • Web Services
AV-86687 Summary | Details
Results Entry - 'Received Date' and 'Received Time' fields
Scenario 1: 'Results Entry' - Add/Edit/Delete Results
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Results Entry' form.
  2. Select "Add" in the 'Add/Edit/Delete Result' field.
  3. Populate all required and desired fields.
  4. Click [File Header Info].
  5. Validate a message is displayed stating: Header information filed.
  6. Click [OK].
  7. Select "Edit" in the 'Add/Edit/Delete Result' field.
  8. Click [Select Result].
  9. Select the result filed in the previous steps from the 'Select Result' dialog and click [OK].
  10. Validate all previously filed data is displayed.
  11. Update any desired fields.
  12. Click [File Header Info].
  13. Validate a message is displayed stating: Header information filed.
  14. Click [OK].
  15. Select "Delete" in the 'Add/Edit/Delete Result' field.
  16. Click [Select Result].
  17. Select the result filed in the previous steps from the 'Select Result' dialog and click [OK].
  18. Validate all previously filed data is displayed.
  19. Click [File Header Info].
  20. Validate a message is displayed stating: This will delete the selected result and all of its associated details. Are you sure you want to continue?
  21. Click [Yes]
  22. Validate a message is displayed stating: Result deleted.
  23. Click [OK] and [Exit Option].
Topics
• Results Entry