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Avatar CWS 2022 Update 46

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Product Requirements / Recommendations

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Product Update Form Description

The following issues are resolved. 1) The issue that may occur in 'Progress Notes (Group And Individual)' forms where the functionality to validate Client Authorizations is not executed when the 'Multiple Start and End Times to Document Sessions' registry setting is enabled. 2) The error '[SUBSCRIPT]Resolve+7^GUIObjectT2' that may occur when importing a 'Progress Notes (Group and Individual)' form which previously had a default value defined for the 'Location' field. 3) The issue that may occur in 'Treatment Plan' forms that may prevent field event logic from executing when launching the plan view. 4) An issue that may occur when submitting the Progress Notes Web Service that may prevent numeric fields from being correctly validated. 5) An error that may occur in 'Treatment Plan' forms when selecting libraries with items containing special characters. 6) The issue that may occur in Ambulatory and Inpatient 'Progress Notes' forms where client authorizations are not correctly validated when the 'Practitioner' field is modified.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED1 FIXED4
New (1)
Progress Notes alert display of Client Authorizations
An issue is resolved to ensure Client Authorizations are displayed when 'Multiple Start and End Times to Document Sessions' registry setting is enabled.
Value Added: Authorization alerts will display consistently within Progress Notes.
Topics
• NX • Progress Notes
 
Changed (1)
Client Authorizations will validate when a practitioner is modified.
An issue is resolved to ensure that the client authorizations are correctly validated when the 'Practitioner' field is modified in Ambulatory and Inpatient 'Progress Notes' forms
Value Added: Improved validation of Client Authorizations in progress notes forms.
Topics
• NX • Progress Notes
 
Fixed (4)
Treatment Plan items are enhanced for special characters.
An issue is resolved to ensure that no error will display when selecting libraries in 'Treatment Plan' where the treatment plan items contain special characters.
Topics
• NX • Treatment Plan • Treatment Plan Definition
 
Treatment Plan 'Launch Plan' will allow field logic to execute.
An issue is resolved to ensure that when launching the plan view in 'Treatment Plan' forms, any field logic will be executed.
Topics
• NX
 
Progress Note import validation for 'Location' field.
An error is resolved to ensure that when importing a 'Progress Notes (Group and Individual)' form which previously had a default value defined for the 'Location' field, no error will display. KB0069751 v0.01
Topics
• Progress Notes • Site Specific Section Modeling Import/Export
 
Progress Notes web services will validate numeric fields.
An issue that may occur when submitting the Progress Notes Web Service that may prevent numeric fields from being validated correctly. KB0069680 v0.01
Topics
• Progress Notes • Site Specific Section Modeling • Web Services
 
Acceptance Tests
AV-75025 Summary | Details
Treatment Plan items are enhanced for special characters.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Dynamic Form - Treatment Plan
  • Home View - Recent Clients
  • HomeView.Recent Clients
  • Treatment Plan
Scenario 1: Treatment Plan Definition - Import Library
Specific Setup:
  • A treatment plan library has been imported using 'Treatment Plan Definition' form.
  • The imported library must contain plan levels defined with special characters such as ampersands, single quotes, or double quotes.
Steps
  1. Open 'Treatment Plan' or any copy of the core 'Treatment Plan' form for Client A.
  2. Complete required fields on the 'Plan Page' and click [Launch Plan].
  3. In the Library list, click on the imported library.
  4. Double click on any problem to display the remaining library elements.
  5. Drag and drop the 'Problem' into the treatment plan tree display.
  6. Drag and drop the 'Goal' into the treatment plan tree display, selecting a 'Goal with special characters in the description.
  7. Drag and drop the 'Objective' into the treatment plan tree display, selecting a 'Objective' with special characters in the description.
  8. Drag and drop the 'Intervention' into the treatment plan tree display, selecting a 'Intervention' with special characters in the description.
  9. Complete any required fields for each plan level.
  10. Click [Back to Plan Page].
  11. Finalize the plan.
  12. Right mouse on Client A and select 'Display Chart'.
  13. Display the 'Treatment Plan' just completed.
  14. Verify the data is complete with the special characters.
  15. Close the client chart.
Topics
• NX • Treatment Plan • Treatment Plan Definition
AV-79179 Summary | Details
Treatment Plan 'Launch Plan' will allow field logic to execute.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
Scenario 1: Treatment Plan - Site Specific Section Modeling field logic validation
Specific Setup:
  • Two SS Dictionary Fields are enabled on the Problem, Goal, Objective, and Intervention levels via Site Specific Section Modeling.
  • Two SS Free Text Fields are enabled on the Problem, Goal, Objective, and Intervention levels via Site Specific Section Modeling.
  • Using 'Dictionary Update' for CWS file, add the following values to each of the dictionaries added in SSSM: None, Require, Require Clear (or any values you choose).
  • In SSSM form, for the first SS Dictionary, add events for each of the dictionary entries: None - unrequire the first free text field; Require - require the first free text field, and Require Clear - require and clear the first free text field.
  • In SSSM form, for the second SS Dictionary, add events for each of the dictionary entries: None - unrequire the first free text field; Require - require the first free text field, and Require Clear - require and clear the first free text field.
  • Repeat the above Event logic for all plan levels.
Steps

Note that this testing scenario is in response to an issue that was specific to a few agencies and may not apply to your agency processing.

  1. Open the Treatment Plan form where the Site Specific fields were added for Client A.
  2. Complete all required fields and click [Launch Plan].
  3. Select a 'Problem' from a library, or add a 'Problem' manually.
  4. Complete all required fields.
  5. For the first dictionary, select 'Require'.
  6. For the second dictionary, select 'Require Clear'.
  7. Complete the associated text fields.
  8. Repeat steps 3 - 7 for the 'Goal', 'Objective', and 'Intervention' plan levels.
  9. Click [Back to Plan Page].
  10. Click [Launch] for the same plan.
  11. Note that the Free Text fields are set to required.
  12. Complete the plan as needed.
  13. Click [Back to Plan Page].
  14. Click [Submit].
Topics
• NX
AV-79548 Summary | Details
Progress Notes alert display of Client Authorizations
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
Scenario 1: Managed Care Authorization warning messages will be displayed consistently Progress Notes.
Specific Setup:
  • A client (Client A) has Managed Care Authorizations on file. Note the authorizations available. Testing will require the authorizations to be exhausted in the Progress Notes (Group and Individual) form.
  • Registry Setting 'Multiple Start and End Times to Document Sessions' is set to 'Y' for any Progress Notes (Group and Individual) form.
Steps
  1. Open Progress Notes (Group and Individual) form for Client A.
  2. Create a note for a 'New Service'.
  3. Set the 'Date of Service' to be within the date range as defined on the 'Managed Care Authorizations' form.
  4. Select a 'Practitioner'.
  5. Select the 'Service Program'.
  6. Select a 'Service Charge Code' that is authorized as defined on the 'Managed Care Authorizations' form.
  7. Set the 'Session Start Time' to any time.
  8. Set the 'Session End Time' to any time.
  9. Click [Add/Update].
  10. Depending on how many services are authorized, a message will display: 'Authorizations On File For Guarantor <GuarantorName (99999)> Are Exhausted With Entered Services.'
  11. Click [OK] to ignore the warning and continue filing the note or click [Cancel] to abort the note filing.
Topics
• NX • Progress Notes
AV-79613 Summary | Details
Progress Note import validation for 'Location' field.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Site Specific Section Modeling Import/Export (CWS)
Scenario 1: The 'Site Specific Section Modeling Import/Export' form is updated to prevent errors when importing/exporting a Site Specific Section Modeled Progress Note with a default location defined.
Specific Setup:
  • Changes have been filed in 'Site Specific Section Modeling' for the 'Progress Notes (Group and Individual)' form or any copy of the form.
Steps

NOTE: Any agencies where this error was seen must export/import their copy of the Progress Notes form again after this update is installed.

  1. Open 'Site Specific Section Modeling Import/Export' form.
  2. Select the Progress Notes form to be exported/imported from the 'Select Form to Export' drop down field.
  3. Click [Begin Export].
  4. Select a location for the exported file to be saved in.
  5. Click [Select Import File].
  6. Click [OK] on the message "Warning!! The file upload process may take a few minutes to process"
  7. Select the file to import from the saved location.
  8. Click [OK] on the 'File Upload Complete' message.
  9. Click [Begin Import Scan]
  10. Click [Process Import File].
  11. Click [OK] on the 'Import Complete' message.
  12. Click [Close Form].
  13. Open the form which was imported.
  14. Complete all required fields and file.
  15. Verify no errors are displayed.
Topics
• Progress Notes • Site Specific Section Modeling Import/Export
AV-79669 Summary | Details
Progress Notes web services will validate numeric fields.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual) Web Service
Scenario 1: Progress Note (Group and Individual) Web Service is updated to display an error when non-numeric data is entered in Site Specific Integer fields.
Specific Setup:
  • Access to SoapUI or other web services tool.
  • One or more Site Specific Integer fields have been added to the Progress Notes (Group and Individual) form using the 'Site Specific Section Modeling' form.
Steps

Internal testing only
Topics
• Progress Notes • Site Specific Section Modeling • Web Services
AV-80770 Summary | Details
Client Authorizations will validate when a practitioner is modified.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Note
  • Ambulatory Progress Notes
  • Authorization Warning
Scenario 1: Authorization validation will use the practitioner entered on Ambulatory Progress Notes rather than the associated logged in user.
Specific Setup:
  • Log in as a user who is associated to a practitioner.
  • A practitioner is associated to Managed Care Authorizations for a testing client (Client A), which is not the same practitioner as the logged in user.
Steps
  1. Open 'Ambulatory Progress Notes' form for Client A.
  2. Select 'New Service' in the 'Progress Notes For' field.
  3. Set the 'Date of Service' to any date within the authorization range for Client A.
  4. Change the 'Practitioner' to the practitioner associated with the authorization for Client A.
  5. Select a 'Service Code' which will produce an authorization warning for Client A.
  6. A message displays: 'Authorizations On File For Guarantor <GuarantorName (99999)> Are Exhausted With Requested Services'
  7. Click [OK] to continue to file the note.
  8. File the note.
  9. Display the note in the 'Chart View' for Client A.
  10. Verify that the Practitioner is set to the manually entered practitioner in the note.
  11. Close the chart.
Topics
• NX • Progress Notes