Avatar CWS 2022 Update 49

Product Requirements / Recommendations

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Product Update Form Description

An issue is resolved in 'Treatment Plan' forms that may allow plans to be finalized while required fields on the 'Participants' grid are not defined.

Included Updates

13, 13.1

Required Updates

None

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-79229 Details \| User Acceptance Tests Treatment Plan - 'Plan Participants' grid Ensure 'Treatment Plan' forms cannot be finalized while required fields in the 'Plan Participants' grid are not yet defined. KB0069660 v0.01	Topics • Site Specific Section Modeling • Treatment Plan

Acceptance Tests

AV-79229 Summary | Details

Treatment Plan - 'Plan Participants' grid

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Scenario 1: Treatment Plan - Validate signatures in the 'Plan Participant' grid

Specific Setup:

The following must be defined in 'Site Specific Section Modeling' for the '(Treatment Plan) Participation' form:
Must have one signature field added to the 'Plan Participation' grid (SS Treatment Plan Part Sign 1).
Must have event logic defined for the 'Role' field so that when "External Participant" is selected in the 'Role' field, the signature field becomes required.
A client is enrolled in an existing episode (Client A).
Document routing is enabled on the 'Treatment Plan' form.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Enter the desired date in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Click [New Row] in the 'Plan Participants' grid.
Select "External Participant" in the 'Role' field.
Select "Final" in the 'Treatment Plan Status' field.
Validate an error message is displayed stating: Missing Required Fields: SS Treatment Plan Part Sign 1.
Click [OK].
Validate an error message is displayed stating: Cancelled.
Click [OK].
Click [Sign] in the 'SS Treatment Plan Part Sign 1' field.
Sign in the 'Please Sign' field and click [OK].
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit].
Validate the "Confirm Document" dialog is displayed with the treatment plan data.
Click [Accept].
Enter the password for the logged in user and click [OK].

Scenario 2: Treatment Plan Copy - Validate signatures in the 'Plan Participant' grid

Specific Setup:

The following must be defined in 'Site Specific Section Modeling' for the '(Treatment Plan Number 1) Participation' form:
Must have one signature field added to the 'Plan Participation' grid (SS Treatment Plan Part Sign 1).
Must have event logic defined for the 'Role' field so that when "External Participant" is selected in the 'Role' field, the signature field becomes required.
A client is enrolled in an existing episode (Client A).
Document routing is enabled on the 'Treatment Plan Number 1' form.

Steps

Select "Client A" and access the 'Treatment Plan Number 1' form.
Enter the desired date in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Click [New Row] in the 'Plan Participants' grid.
Select "External Participant" in the 'Role' field.
Select "Final" in the 'Treatment Plan Status' field.
Validate an error message is displayed stating: Missing Required Fields: SS Treatment Plan Part Sign 1.
Click [OK].
Validate an error message is displayed stating: Cancelled.
Click [OK].
Click [Sign] in the 'SS Treatment Plan Part Sign 1' field.
Sign in the 'Please Sign' field and click [OK].
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit].
Validate the "Confirm Document" dialog is displayed with the treatment plan data.
Click [Accept].
Enter the password for the logged in user and click [OK].

Topics

• Site Specific Section Modeling • Treatment Plan