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Avatar CWS 2022 Update 38

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Product Requirements / Recommendations

Avatar CWS required
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Product Update Form Description

The following issues are resolved: 1) The issue in the 'Vitals Entry' form that may prevent the 'Blood Pressure' fields from being required. 2) The issue that may occur when resolving a 'Progress Notes (Group and Individual)' to-do for a default note where the to-do is not cleared when the 'Select Group Note To Edit' is excluded from data collection.

Included Updates

18

Required Updates

None

Details
NEW1 CHANGED0 FIXED1
New (1)
Vitals Entry - Blood pressure required
On the "Vitals Entry" form, the 'Systolic' and 'Diastolic' fields do not have consistent behavior when required and not required on the form. Initially both fields shouldn't be required. If you enter numbers in either field, the other field becomes required. If both fields are filled out, both headings are red and required. KB0067841 v0.01
Value Added: Vitals Entry Required Fields Enhanced
Topics
• Vitals Entry
 
Fixed (1)
Progress Notes (Group and Individual) - Scratch To Do
An issue is resolved where if the "Select Note To Edit" field is not present on the Individual tab of a Progress Note form with the Group Tab enabled will not clear off the scratch To Do from the "To Do List" upon filing.
Topics
• Progress Notes
 
Acceptance Tests
AV-54720 Summary | Details
Progress Notes (Group and Individual) - Scratch To Do
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Alert dialog
  • Clinical Document Viewer
  • Dynamic Form - Client Alert
  • Dynamic Form - document routing - sign
  • Dynamic Form - document routing - verify password
  • Dynamic Form - Group Progress Notes - Note Submitted
  • Dynamic Form - Progress Notes
  • Dynamic Form - Site Specific Section Modeling (CWS)
  • Dynamic Form Group
  • Group Registration
  • Site Specific Section Modeling (CWS)
Scenario 1: Progress Note (Group and Individual) - Select Note To Edit omitted
Specific Setup:
  • Using "Site Specific Section Modeling" verify that the "Select Note To Edit" field is excluded on the "Progress Notes (Group and Individual) Individual".
  • Choose an already established group for the test or create a new group using "Group Registration". Assign 3 clients to the non family group.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Enter a new service group default note for the group chosen/created from pre-conditions.
  3. Click "Submit Note" to submit the group default note.
  4. Exit the program.
  5. Navigate to the "To Do Widget".
  6. Validate that a scratch to do was created for each of the group members.
  7. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the first client listed in the group.
  8. This populated the form with the individual's copy of the group default note.
  9. Click "Final" in the "Draft/Final" field.
  10. Click "Submit".
  11. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  12. Sign the form for an electronic signature.
  13. Validate the scratch To Do is removed from the "To Do Widget".
  14. Open the "Clinical Document Viewer" form.
  15. Retrieve the document that was just filed.
  16. Validate the document displays and prints.
  17. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group.
  18. This populated the form with the individual's copy of the group default note.
  19. Click "Final" in the "Draft/Final" field.
  20. Click "Submit".
  21. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  22. Sign the form for an electronic signature.
  23. Validate the scratch To Do is removed from the "To Do Widget".
  24. Open the "Clinical Document Viewer" form.
  25. Retrieve the document that was just filed.
  26. Validate the document displays and prints.
  27. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group.
  28. This populated the form with the individual's copy of the group default note.
  29. Click "Final" in the "Draft/Final" field.
  30. Click "Submit".
  31. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  32. Sign the form for an electronic signature.
  33. Validate the scratch To Do is removed from the "To Do Widget".
  34. Open the "Clinical Document Viewer" form.
  35. Retrieve the document that was just filed.
  36. Validate the document displays and prints.
Scenario 2: Progress Notes (Group and Individual - Select Note To Edit included
Specific Setup:
  • Using "Site Specific Section Modeling" verify the "Select Note To Edit" field is included on the "Progress Notes (Group and Individual) Individual".
  • Choose an already established group for the test or create a new group using "Group Registration". Assign 3 clients to the non family group.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Enter a new service group default note for the group chosen/created from pre-conditions.
  3. Click "Submit Note" to submit the group default note.
  4. Exit the program.
  5. Navigate to the "To Do Widget".
  6. Validate that a scratch to do was created for each of the group members.
  7. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the first client listed in the group.
  8. This populated the form with the individual's copy of the group default note.
  9. Click "Final" in the "Draft/Final" field.
  10. Click "Submit".
  11. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  12. Sign the form for an electronic signature.
  13. Validate the scratch To Do is removed from the "To Do Widget".
  14. Open the "Clinical Document Viewer" form.
  15. Retrieve the document that was just filed.
  16. Validate the document displays and prints.
  17. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group.
  18. This populated the form with the individual's copy of the group default note.
  19. Click "Final" in the "Draft/Final" field.
  20. Click "Submit".
  21. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  22. Sign the form for an electronic signature.
  23. Validate the scratch To Do is removed from the "To Do Widget".
  24. Open the "Clinical Document Viewer" form.
  25. Retrieve the document that was just filed.
  26. Validate the document displays and prints.
  27. Click on the "Progress Notes (Group and Individual)" link in the "To Do Widget" for the next client listed in the group.
  28. This populated the form with the individual's copy of the group default note.
  29. Click "Final" in the "Draft/Final" field.
  30. Click "Submit".
  31. Click "Sign" or "Accept" on the "Confirm Document" pop up.
  32. Sign the form for an electronic signature.
  33. Validate the scratch To Do is removed from the "To Do Widget".
  34. Open the "Clinical Document Viewer" form.
  35. Retrieve the document that was just filed.
  36. Validate the document displays and prints.
Topics
• Progress Notes
AV-75874 Summary | Details
Vitals Entry - Blood pressure required
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Registry Settings (PM)
  • Vitals Entry
Scenario 1: "Vitals Entry" form - Additional blood pressure fields
Specific Setup:
  • Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Enable Multiple Blood Pressure Entry = "Y". Note that this is a one time registry setting. Once enabled, this cannot be disabled.
Steps
  1. Open "Vitals Entry" form.
  2. Select "Add" in the "Add/Edit/Delete Vital Sign" field.
  3. Enter current date in the "Date" field.
  4. Enter current time in the "Time" field.
  5. Enter any value in the Blood Pressure: "Systolic" field.
  6. Validate the Blood Pressure: "Diastolic" field becomes required.
  7. Enter any value in the Blood Pressure: "Diastolic" field.
  8. Validate the Blood Pressure "Systolic" field becomes required.
  9. Select any value in the Blood Pressure: "Position" field.
  10. Enter any value in the Blood Pressure 2: "Systolic 2" field.
  11. Validate the "Blood Pressure 2: "Diastolic 2" field becomes required.
  12. Enter any value in the Blood Pressure 2: "Diastolic 2" field.
  13. Validate the "Blood Pressure 2: "Systolic 2" field becomes required.
  14. Select any value in the Blood Pressure 2: "Position 2" field.
  15. Enter any time in the Blood Pressure 2: "Time Taken" field
  16. Enter any value in the Blood Pressure 3: "Systolic 3" field.
  17. Validate the "Blood Pressure 3: "Diastolic 3" field becomes required.
  18. Enter any value in the Blood Pressure 3: "Diastolic 3" field.
  19. Validate the "Blood Pressure 3: "Systolic 2" field becomes required.
  20. Select any value in the Blood Pressure 3: "Position 3" field.
  21. Enter any time in the Blood Pressure 3: "Time Taken" field
  22. Click [Submit].
  23. Click [Yes] on the "Submitting has completed. Do you wish to return to form?" prompt.
  24. Validate the following fields are not required on re-display of the form:
  25. "Position 2"
  26. "Position 3"
  27. "Time 2"
  28. "Time 3"
  29. Select "Edit" in the "Add/Edit/Delete Vital Sign" field.
  30. Click [Select Vital Sign].
  31. Click on the previously entered row to highlight.
  32. Click [OK].
  33. Verify the previously entered data displays as entered in previous steps.
  34. Click [Submit].
  35. Click [No] on the "Submitting has completed. Do you wish to return to form?" prompt to return to the menu.
Scenario 2: Vitals Entry - Field Validations - Single Blood Pressure
Specific Setup:
  • Avatar CWS->CWS Utilities->Set System Defaults->Vitals Entry->->Enable Multiple Blood Pressure Entry = "N". Note that this is a one time registry setting. Once enabled, this cannot be disabled.
Steps
  1. Open "Vitals Entry" form.
  2. Select "Add" in the "Add/Edit/Delete Vital Sign" field.
  3. Enter current date in the "Date" field.
  4. Enter current time in the "Time" field.
  5. Enter any value in the Blood Pressure: "Systolic" field.
  6. Validate the Blood Pressure: "Diastolic" field becomes required.
  7. Enter any value in the Blood Pressure: "Diastolic" field.
  8. Validate the Blood Pressure "Systolic" field becomes required.
  9. Select any value in the Blood Pressure: "Position" field.
  10. Click [Submit].
  11. Click [Yes] on the "Submitting has completed. Do you wish to return to form?" prompt.
  12. Select "Edit" in the "Add/Edit/Delete Vital Sign" field.
  13. Click [Select Vital Sign].
  14. Click on the previously entered row to highlight.
  15. Click [OK].
  16. Verify the previously entered data displays as entered in previous steps.
  17. Click [Submit].
  18. Click [No] on the "Submitting has completed. Do you wish to return to form?" prompt to return to the menu.
Topics
• Vitals Entry

 

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