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Avatar CWS 2022 Update 30

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Product Requirements / Recommendations

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Product Update Form Description

The following issues are resolved: 1) An issue that may prevent signature data from being displayed in the 'cw_tx_pn_sign_data' SQL view when viewed from the CDR. Please note, this issue only affects Cal-PM systems. 2) An issue that may occur in 'Progress Notes Group and Individual' forms where users are incorrectly prompted with the "We are sorry, an error condition has been encountered that requires this form to be closed" message when individualizing default notes from the 'Select Group Note To Edit' list.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Treatment Plan - Retain Signature
An issue has been resolved that may prevent signature data from being displayed in the 'cw_tx_pn_sign_data' SQL view when viewed from the CDR. Please note, this only affects Cal-PM systems. KB0069877 v0.01
Topics
• NX • Treatment Plan
 
Progress Notes (Group and Individual) - Client Alerts
An issue that may occur in 'Progress Notes Group and Individual' has been resolved where users are incorrectly prompted with the "We are sorry, an error condition has been encountered that requires this form to be closed" message when individualizing default group notes from the 'Select Group Note To Edit' list. KB0069378 v0.01
Topics
• NX • Treatment Plan
 
Acceptance Tests
AV-78122 Summary | Details
Treatment Plan - Retain Signature
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Clinical Document Viewer
  • Create New Treatment Plan
  • Document Routing Setup (PM)
  • Dynamic Form - Admission - Client
  • Dynamic Form - Document Routing Setup - Select Form
  • Dynamic Form - Site Specific Section Modeling (CWS)
  • Dynamic Form Create New Treatment Plan
  • Dynamic Form Create Treatment Plan
  • Please Sign Dialog
  • Site Specific Section Modeling (CWS)
  • System Security Defaults
  • Treatment Plan Number 6
  • User Definition
  • Treatment Plan
Scenario 1: Treatment Plan - Obtain Signature
Specific Setup:
  • Citrix Users - Citrix Versions (pre - 7.6) - BSB / BBSB pads are supported.
  • The 'Treatment Plan' form must have a signature field.
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Add the desired treatment plan items.
  7. Click [Return To Plan].
  8. Click [Sign] in the 'Signature' field.
  9. Validate the 'Please Sign On Signature Pad' dialog is displayed.
  10. Sign on the signature pad.
  11. Validate the dialog contains the signature.
  12. Click [Cancel].
  13. Disconnect the signature pad.
  14. Click [Sign] in the 'Signature' field.
  15. Validate the 'Please Sign Below' dialog is displayed.
  16. Use the mouse to sign in the dialog box.
  17. Validate the dialog contains the signature.
  18. Click [OK].
  19. Validate the 'Please Sign Below' dialog is no longer displayed.
  20. Validate the 'Signature' field contains the signature.
  21. Click [Sign] in the 'Signature' field.
  22. Validate the 'Please Sign On Signature Pad' dialog is displayed.
  23. Select "Final" in the 'Treatment Plan Status' field.
  24. Submit the form.
Scenario 2: Treatment Plan - Form Validations
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • Document Routing is enabled on the 'Treatment Plan' Form.
  • 'My To Do's' widget is enabled on the 'myDay' view.
  • Please note: Text wrap feature is for Avatar NX systems only.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter "T" in the 'Plan Date' field.
  3. Validate the current date is displayed in the 'Plan Date' field.
  4. Click [Plan Date T].
  5. Validate the current date is displayed in the 'Plan Date' field.
  6. Select the desired date in the 'Plan Date' field.
  7. Select the desired value in the 'Plan Type' field.
  8. Select "Draft" in the 'Treatment Plan Status' field.
  9. Validate the 'Problems' label displays above the 'Problems' grid.
  10. Validate the 'Plan Participants' label displays above the 'Plan Participants' grid.
  11. Populate any desired fields.
  12. Click [Submit].
  13. Select "Client A" and access the 'Treatment Plan' form.
  14. Verify the plan filed in the previous steps.
  15. Click [Launch Plan] and [Add New Problem].
  16. Populate required and desired fields.
  17. Enter a very long string of characters in the 'Problem' field.
  18. Click [Add New Goal].
  19. Enter a very long string of characters in the 'Goal' field.
  20. Click [Add New Objective].
  21. Enter a very long string of characters in the 'Objective' field.
  22. Click [Add New Intervention].
  23. Enter a very long string of characters in the 'Intervention' field.
  24. Check off the 'Wrap Text' field.
  25. Validate the text is wrapped.
  26. Uncheck the 'Wrap Text' field.
  27. Validate the text is not wrapped.
  28. Click [Return to Plan] and [OK].
  29. Click [Final - Treatment Plan Status] and [Submit].
  30. Sign the plan.
  31. Select "Client A" and navigate to 'To Do's' widget.
  32. Verify the 'Documents to Sign' field contains the Treatment Plan filed in the previous steps.
  33. Click [Review].
  34. Verify the 'Document Preview' contains the information filed in the previous steps.
  35. Click [Sign] and [Close].
  36. Select "Client A" and access the 'Treatment Plan' form.
  37. Select the finalized treatment plan from the previous steps.
  38. Click [Edit]
  39. Validate a 'Treatment Plan' dialog stating "This plan is marked as Final. Changes are not allowed. Do you want to continue?"
  40. Click [Yes].
  41. Validate the data displays.
  42. Click [Launch Plan].
  43. Select an item from the treatment plan.
  44. Validate the field are disabled.
  45. Validate the user is unable to drag and drop an item from the library to the treatment plan.
  46. Click [Return to Plan].
  47. Close the form.
Topics
• NX • Treatment Plan
AV-78336 Summary | Details
Progress Notes (Group and Individual) - Client Alerts
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Block Client Chart
  • Client Alerts (PM)
  • Document Routing Setup (PM)
  • Dynamic Form - Client Alert
  • Dynamic Form - document routing - sign
  • Dynamic Form - document routing - verify password
  • Dynamic Form - Document Routing Setup - Select Form
  • Dynamic Form - Group Progress Notes - Note Submitted
  • Dynamic Form - Progress Notes
  • Dynamic Form Blocked Client
  • Dynamic Form Group
  • Dynamic Form Group Default Notes Warning
  • Dynamic Form-Progress Note-Group Tab
  • Group Registration
Scenario 1: Progress Notes (Group and Individual) - Group - Client Alerts
Specific Setup:
  • Select or create a group of 3 individuals using "Group Registration".
  • Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Create a Group Default Note.
  3. File the Group Default Note.
  4. Select the group note that was just created.
  5. Note who the 2nd client in the "Select Group Note To Edit" field on the form.
  6. Leave this form open and open the "Client Alerts" form.
  7. Create an Error alert for the 2nd client from the "Progress Notes (Group and Individual)".
  8. File the "Client Alerts" form.
  9. Return to the "Progress Notes (Group and Individual)" form.
  10. Finalize the note for the 1st client listed in the "Select Group Note to Edit".
  11. After the "Note Filed" message, there is a message for the Client that has the Error alert.
  12. The program will skip over the client with the alert and move on to the last client in the "Select Group Note To Edit" field.
  13. Finalize the note for the last client in the group.
  14. Close the "Progress Notes (Group and Individual)" form.
  15. Open the "Client Alerts" form.
  16. Delete the alert that was just created.
  17. Open the "Progress Notes (Group and Individual)" form.
  18. Create a Group Default Note.
  19. File the Group Default Note.
  20. Select the group note that was just created.
  21. Note who the 2nd client in the "Select Group Note To Edit" field on the form.
  22. Leave this form open and open the "Client Alerts" form.
  23. Create a warning alert for the 2nd client from the "Progress Notes (Group and Individual)".
  24. File the "Client Alerts" form.
  25. Finalize the note for the 1st client listed in the "Select Group Note to Edit".
  26. After the "Note Filed" message, there is a message for the Client that has the warning alert.
  27. Finalize the note for the client with the warning message.
  28. Finalize the note for the last client in the group.
  29. Close the "Progress Notes (Group and Individual)" form.
  30. Open the "Client Alerts" form.
  31. Delete the alert that was just created.
  32. Open the "Block Client Chart" form.
  33. Block the 2nd client in the "Select Group Note To Edit" field.
  34. Set it up to Block All Users.
  35. Open the "Progress Notes (Group and Individual)" form.
  36. It notifies right away that one of the clients in the group is blocked.
  37. The client that is blocked is omitted from the "Select Group Note To Edit".
  38. Close the form.
  39. Open the "Block Client Chart" form.
  40. Click "Delete Selected Item".
  41. Submit the form.
Scenario 2: Progress Notes (Group and Individual) - Individual - Client Alerts
Specific Setup:
  • Using the "Document Routing Setup" form, enable document routing for "Progress Notes (Group and Individual)" form.
Steps
  1. Open the "Client Alerts" form.
  2. Set up an error alert for a test client.
  3. File to Submit.
  4. Open the "Progress Notes (Group and Individual)" form.
  5. Select the client with the alert.
  6. An error message display indicating you can't access the form for the client.
  7. The process is cancelled.
  8. Open "Client Alerts".
  9. Delete the Error alert for the client.
  10. Add a warning alert for the client.
  11. Open the "Progress Notes (Group and Individual)" form.
  12. Select the client.
  13. A warning message is displayed.
  14. Complete the progress note.
Topics
• NX • Treatment Plan

 

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