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Avatar CWS 2022 Update 65

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Product Requirements / Recommendations

Avatar CWS required
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Recommended Update Level

Avatar CWS 2021 Update 59

Product Update Form Description

An issue is resolved where when Treatment Plan data is loaded from automatic backup or defaulted in from a previous plan with the Enable Automatic Backup registry setting turned on and Document Routing enabled, and the form is finalized and filed without launching the plan, the data will not show properly on the TIFF.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
'Treatment Plan' - Automatic Backup and Document Routing
Ensure 'Treatment Plan' data shows properly on the TIFF image when the 'Treatment Plan' is filed from automatic backup or defaulted in from a previous plan with the 'Enable Automatic Backup' registry setting and document routing both enabled.
Topics
• Document Routing • Registry Settings • Treatment Plan
 
Acceptance Tests
AV-80433 Summary | Details
'Treatment Plan' - Automatic Backup and Document Routing
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Treatment Plan
  • Document Routing Setup (PM)
  • Registry Settings (CWS)
Scenario 1: Treatment Plan - Add a Problem, Goal, Objective, and Intervention with the 'Enable Automatic Backup' registry setting set to "Y"
Specific Setup:
  • The 'Avatar CWS->Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must be enrolled in an existing episode (Client A).
  • Scrolling Free Text fields must be enabled via the 'Site Specific Section Modeling' form for a 'Treatment Plan' form. (Strengths, Weaknesses, Discharge Planning) (Treatment Plan)
Steps
  1. Select “Client A” and access the ‘Treatment Plan’ form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Set the 'Strengths' field to any value.
  6. Set the 'Weaknesses' field to any value.
  7. Set the 'Discharge Planning' field to any value.
  8. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  9. Click [Add New Problem].
  10. Set the ‘Problem Code’ field to any value.
  11. Select “Active” in the ‘Status (Problem List)’ field.
  12. Set the ‘Problem’ field to any value.
  13. Select any value in the ‘Status’ field.
  14. Click [Add New Goal].
  15. Set the ‘Goal’ field to any value.
  16. Select any value in the ‘Status’ field.
  17. Click [Add New Objective].
  18. Set the ‘Objective’ field to any value.
  19. Select any value in the ‘Status’ field.
  20. Click [Add New Intervention].
  21. Set the ‘Intervention’ field to any value.
  22. Select any value in the ‘Status’ field.
  23. Click [Back to Plan Page].
  24. Close the form.
  25. Select “Client A” and access the ‘Treatment Plan’ form.
  26. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?" and click [Yes].
  27. Validate the 'Strengths' field contains the value previously filed.
  28. Validate the 'Weaknesses' field contains the value previously filed.
  29. Validate the 'Discharge Planning' field contains the value previously filed.
  30. Click [Launch Plan].
  31. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
  32. Click [Exit to Home View].
Scenario 2: Treatment Plan - Default From Previous Plan when Document Routing is enabled and the 'Enable Automatic Backup' registry setting is enabled
Specific Setup:
  • Document Routing is enabled on the 'Treatment Plan' form.
  • The 'Enable Automatic Backup' registry setting is set to "Y".
  • A client is enrolled in an existing episode (Client A).
  • The 'Treatment Plan Default Setup' form must be configured for the 'Treatment Plan' form to default all sections and problem, goal, objective, and intervention data.
  • The 'Default From Previous Plan' registry setting must be set to "Y"
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date in the 'Plan Date' field.
  4. Select any value in the 'Plan Type' field.
  5. Select the desired problem to include in the plan from the 'Problems' grid.
  6. Click [New Row].
  7. Select any value from the 'Role' field in the 'Participation' section.
  8. Select the desired staff member in the 'Staff ID' field.
  9. Validate that the selected staff member's name displays in the 'Participant Name' field.
  10. Select any value from the 'Plan Author' field.
  11. Select any value from the 'Notification' field.
  12. Add multiple staff members as needed.
  13. Enter any value in the 'Strengths' field.
  14. Enter any value in the 'Weakness' field.
  15. Enter any value in the 'Discharge Planning' field.
  16. Select "Draft" in the 'Treatment Plan Status' field.
  17. Click [Launch Plan].
  18. Select the problem from the 'Tree View'.
  19. Select any value from the 'Status' field.
  20. Click [Add New Goal].
  21. Enter any value in the 'Goal' field.
  22. Select any value from the 'Status' field.
  23. Click [Add New Objective].
  24. Enter any value in the 'Objective' field.
  25. Select any value from the 'Status' field.
  26. Click [Add New Intervention].
  27. Enter any value in the 'Intervention' field.
  28. Select any value in the 'Status' field.
  29. Click [Back To Plan Page] and [Submit].
  30. Select "Client A" and access the 'Treatment Plan' form.
  31. Validate a message is displayed stating: Do you want to default plan information from a previously entered plan?.
  32. Click [Yes].
  33. Select the previously filed treatment plan in the 'Default From Previous' field and click [OK].
  34. Validate a message is displayed stating: Are you sure you want to default information from this plan?
  35. Click [Yes].
  36. Validate the 'Plan Date' field is displays as expected.
  37. Select the desired value in the 'Plan Type' field.
  38. Change "Draft" to "Final" in the 'Treatment Plan Status' field.
  39. Click [Submit].
  40. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image.
  41. Click [Accept].
  42. Enter the password for the logged in user and press the 'Enter' key.
  43. Validate the 'Treatment Plan' files successfully.
Scenario 3: Treatment Plan - Load Treatment Plan data from Automatic Backup when Document Routing is enabled
Specific Setup:
  • Document Routing is enabled on the 'Treatment Plan' form.
  • The 'Enable Automatic Backup' registry setting is set to "Y".
  • A client is enrolled in an existing episode(Client A).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date in the 'Plan Date' field.
  4. Select any value in the 'Plan Type' field.
  5. Select the desired problem to include in the plan from the 'Problems' grid.
  6. Click [New Row].
  7. Select any value from the 'Role' field in the 'Participation' section.
  8. Select the desired staff member in the 'Staff ID' field.
  9. Validate that the selected staff member's name displays in the 'Participant Name' field.
  10. Select any value from the 'Plan Author' field.
  11. Select any value from the 'Notification' field.
  12. Add multiple staff members as needed.
  13. Enter any value in the 'Strengths' field.
  14. Enter any value in the 'Weakness' field.
  15. Enter any value in the 'Discharge Planning' field.
  16. Select "Draft" in the 'Treatment Plan Status' field.
  17. Click [Launch Plan].
  18. Select the problem from the 'Tree View'.
  19. Select any value from the 'Status' field.
  20. Click [Add New Goal].
  21. Enter any value in the 'Goal' field.
  22. Select any value from the 'Status' field.
  23. Click [Add New Objective].
  24. Enter any value in the 'Objective' field.
  25. Select any value from the 'Status' field.
  26. Click [Add New Intervention].
  27. Enter any value in the 'Intervention' field.
  28. Select any value in the 'Status' field.
  29. Click [Back To Plan Page] and [Discard].
  30. Validate a message is displayed stating: "Are you sure you want to Close without saving?"
  31. Click [Yes].
  32. Select "Client A" and access the 'Treatment Plan' form.
  33. Validate the ‘Load From Backup’ dialog displays with a message stating: "You have an unsubmitted backup of a plan from [the current date] and [the current time]. Would you like to load it instead of creating a new one?"
  34. Click [Yes].
  35. Validate the 'Plan Date' field is displays as expected.
  36. Validate the 'Plan Type' field is displays as expected.
  37. Change "Draft" to "Final" in the 'Treatment Plan Status' field.
  38. Click [Submit].
  39. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image.
  40. Click [Accept].
  41. Enter the password for the logged in user and press the 'Enter' key.
  42. Validate the 'Treatment Plan' files successfully.
Topics
• Document Routing • Registry Settings • Treatment Plan