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Avatar CWS 2022 Update 4

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

RADplus 2021 Update 151

Additional Requirements

RADplus 2021 Update 151

Product Update Form Description

Treatment Plans with Document Routing enabled are updated to support a new TIFF format. Please note, RADplus 2021 Update 151 is required for this functionality.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Treatment Plan - Document Routing
Treatment Plans with Document Routing enabled are updated to support a new TIFF format. Please note: RADplus 2021 Update 151 is required for full functionality.
Value Added: Enhanced TIFF format for Treatment Plans with document routing.
Topics
• Document Routing • Treatment Plan
 
Acceptance Tests
AV-56585 Summary | Details
Treatment Plan - Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client must be admitted into an active episode with problems recorded in 'Problem List' form (Client A).
  • The 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter "T" in the 'Plan Date' field.
  4. Validate the current date is displayed in the 'Plan Date' field.
  5. Click [Plan Date T].
  6. Validate the current date is displayed in the 'Plan Date' field.
  7. Select any value in the 'Plan Type' field.
  8. Select any value from 'Problem List'.
  9. Click [New Row].
  10. Select any value from the 'Role' field in the 'Participation' section.
  11. Select 'Staff ID' and enter "Staff Member A".
  12. Validate that the selected staff member's name displays in the 'Participant Name' field.
  13. Select any value from the 'Plan Author' field.
  14. Select any value from the 'Notification' field,
  15. Add multiple staff members as needed.
  16. Enter any value in the 'Strengths' field.
  17. Enter any value in the 'Weakness' field.
  18. Enter any value in the 'Discharge Planning' field.
  19. Select "Draft" in the 'Draft/Final' field.
  20. Click [Launch Plan].
  21. Select the problem from the 'Tree View'.
  22. Select any value from the Status field.
  23. Click [Add New Goal].
  24. Enter any value in the 'Goal' field.
  25. Select any value from the Status field.
  26. Click [Add New Objective].
  27. Enter any value in the 'Objective' field.
  28. Select any value from the Status field.
  29. Click [Add New Intervention].
  30. Enter any value in the 'Intervention' field.
  31. Select any value in the 'Status' field.
  32. Click [Return to Plan].
  33. Select "Final" in the 'Draft/Final' field.
  34. Click [Submit].
  35. Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format.
  36. Click [Sign and Route].
  37. Enter the password and press the 'Enter' key.
  38. Select the staff member associated with the logged in user in the 'Route Document To' field and click [Add].
  39. Click [Submit]
  40. Access the 'My To Do's' widget.
  41. Click [My To Do's].
  42. Validate the record for "Client A" and click [Review].
  43. Validate the 'Document Preview' contains the treatment plan data in the new TIFF format.
  44. Click [Accept] and [Sign].
  45. Enter the password and click [Verify].
  46. Validate the record is no longer present.
  47. Close the 'To Do's'.
Scenario 2: Treatment Plan Copy - Form Validations
Specific Setup:
  • Client must be enrolled in current episode (Client A).
  • A copy of the Treatment Plan form exists (Treatment Plan Copy).
  • "Treatment Plan Copy" must have document routing enabled.
Steps
  1. Select "Client A" and access the 'Treatment Plan Copy' form.
  2. Select the desired value in the 'Plan Type' field.
  3. Select "Draft" in the 'Treatment Plan Status' field.
  4. Validate the 'Problems' label displays above the 'Problems' grid.
  5. Validate the 'Plan Participants' label displays above the 'Plan Participants' grid.
  6. Populate any desired fields.
  7. Click [Submit].
  8. Select "Client A" and access the 'Treatment Plan Copy' form.
  9. Verify the plan filed in the previous steps.
  10. Click [Launch Plan] and [Add New Problem].
  11. Populate required and desired fields.
  12. Click [Return to Plan] and [OK].
  13. Click [Final - Treatment Plan Status] and [Submit].
  14. Validate the 'Document Routing' screen is displayed and contains all populated treatment plan data in the new TIFF format.
  15. Click [Accept].
  16. Enter the password associated with the logged in user.
  17. Click [Verify].
Scenario 3: Treatment Plan - Document Routing - "Allow Transcriber" functionality
Specific Setup:
  • A user has an associated staff member and has "Yes" selected in the 'Transcriber' field in 'User Definition (User A).
  • A user has an associated staff member and is not a transcriber in 'User Definition' (User B).
  • "User A" and "User B" have the 'My To Do's' widget on their HomeView.
  • Document routing is enabled for 'Treatment Plan' and 'Allow Transcriber' is set to "Yes".
  • Must be logged in as "User A".
  • Please note: This is for myAvatar systems only.
Steps
  1. Access the 'Treatment Plan' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Enter the desired date in the 'Plan Date' field.
  4. Select any value in the 'Plan Type' field.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Click [Launch Plan].
  7. Click [Add New Problem].
  8. Populate any required and desired fields.
  9. Click [Return to Plan] and [OK].
  10. Select "Final" in the 'Treatment Plan Status' field.
  11. Click [Submit].
  12. Validate a "Select Author" dialog is displayed.
  13. Select the staff member associated to "User B" in the 'Select Author' field.
  14. Click [Submit] and verify successful filing.
  15. Log out.
  16. Log in as "User B".
  17. Navigate to the 'My To Do's' widget.
  18. Validate there is a To Do for "Client A".
  19. Click [Approve Document].
  20. Validate the document is displayed in the new TIFF format.
  21. Validate the treatment plan has electronic signatures for the Transcriber (User A) & Author (User B).
  22. Click [Respond].
  23. Enter the desired value in the 'Response for Transcriber' field and click [OK].
  24. Validate the To Do is no longer displayed.
  25. Log in as "User A".
  26. Navigate to the 'My To Do's' widget.
  27. Validate there is a To Do for "Client A".
  28. Click [Review To Do Item].
  29. Validate the 'To Do Information' field contains the response from "User B".
  30. Select "Reviewed" in the 'Set To Do Item to Reviewed' field.
  31. Click [Submit].
  32. Validate the To Do is no longer displayed.
Topics
• Document Routing • Treatment Plan

 

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