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Avatar CWS 2022 Update 68

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2021 Update 44

Product Update Form Description

The following issues are resolved: 1) An issue in Progress Note and Treatment Plan forms that may prevent modeled events from properly clearing out signature fields. 2) An issue in the 'Allergies and Hypersensitivities' chart view that may prevent 'Known Medication Allergies' and 'Known Food Allergies' from displaying at the same time. 3) An issue in Treatment Plan forms that may cause data to be incorrectly filed when the 'Enable Automatic Backup' registry setting is toggled while the form is are open.

Included Updates

3, 4, 13, 13.1, 17, 31, 32, 49, 55, 59

Required Updates

None

Details
NEW0 CHANGED0 FIXED3
Fixed (3)
Event logic in 'Progress Notes' and 'Treatment Plan' forms
Ensure modeled event logic for signature fields works as expected in 'Progress Notes' and 'Treatment Plan' forms. KB0068701 v0.01
Topics
• Progress Notes • Signatures • Treatment Plan
 
Treatment Plan - 'Enable Automatic Backup'
Ensure 'Treatment Plan' forms file correctly when the 'Enable Automatic Backup' registry setting is toggled while the form is open. KB0070643 v0.01
Topics
• Registry Settings • Treatment Plan
 
Allergies and Hypersensitivities - Chart View
Ensure both 'Known Medication Allergies' and 'Known Food Allergies' are displayed in the Chart View when filed in the 'Allergies and Hypersensitivities' form.
Topics
• Allergies and Hypersensitivities
 
Acceptance Tests
AV-75901 Summary | Details
Event logic in 'Progress Notes' and 'Treatment Plan' forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Dictionary Update (CWS)
  • Form and Table Documentation (CWS)
  • Progress Notes (Group and Individual)
  • Site Specific Section Modeling (CWS)
  • Treatment Plan
Scenario 1: Progress Notes (Group and Individual) - Validate event logic for signature fields
Specific Setup:
  • The 'Progress Notes (Group and Individual)' form must have the 'SS Signature Pad 1' and 'SS Note Single Response Dictionary 1' fields added via 'Site Specific Section Modeling'.
  • The 'SS Note Single Response Dictionary 1' field must have two dictionary values defined: "Enabled" and "Disabled".
  • The 'SS Note Single Response Dictionary 1' field must have event logic defined with the following:
  • If "Enabled" is selected, it will enable and clear the respective 'SS Signature Pad 1' field.
  • If "Disabled" is selected, it will disable the 'SS Signature Pad 1' field.
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes (Group and Individual)' form is accessible from the Chart View.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "Independent Note" in the 'Progress Note For' field.
  4. Enter the desired value in the 'Notes Field' field.
  5. Select the desired value in the 'Note Type' field.
  6. Click [Sign] in the 'SS Signature Pad 1' field.
  7. Populate the signature and click [OK].
  8. Select "Draft" in the 'Draft/Final' field.
  9. Click [File Note].
  10. Validate a message is displayed stating "Note Filed".
  11. Click [OK] and leave the form opened.
  12. Double click on "Client A" to access the 'Chart View'.
  13. Select the 'Progress Notes (Group and Individual)' form on the left-hand side.
  14. Validate the draft note filed in the previous steps is displayed.
  15. Validate the signature is displayed.
  16. Close the chart.
  17. Navigate back to the opened 'Progress Notes (Group and Individual)' form.
  18. Select the draft note in the 'Select Draft Note To Edit' field.
  19. Validate all previously populated fields are displayed.
  20. Validate the signature is displayed in the 'SS Signature Pad 1' field.
  21. Select "Enable" in the 'SS Single Response Dictionary 1' field.
  22. Validate the signature is cleared from the 'SS Signature Pad 1' field.
  23. Click [File Note].
  24. Validate a message is displayed stating "Note Filed".
  25. Click [OK].
  26. Select the draft note in the 'Select Draft Note To Edit' field.
  27. Validate the signature is no longer displayed in the 'SS Signature Pad 1' field.
  28. Close the form.
  29. Double click on "Client A" to access the 'Chart View'.
  30. Select the 'Progress Notes (Group and Individual)' form on the left-hand side.
  31. Validate the draft note filed in the previous steps is displayed.
  32. Validate the signature is not displayed.
  33. Close the chart.
Scenario 2: Treatment Plan - Validate event logic for signature fields
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The 'SS Treatment Plan Client Dictionary 2' field must have two dictionary values defined: "Enabled" and "Disabled".
  • The 'SS Treatment Plan Client Dictionary 2' field must have event logic defined with the following:
  • If "Enabled" is selected, it will enable and clear the respective 'SS Treatment Plan Client Sign 2' field.
  • If "Disabled" is selected, it will disable the 'SS Treatment Plan Client Sign 2' field.
  • The 'Treatment Plan' form is accessible from the Chart View.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Enter the desired value in the 'Plan Name' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Click [Sign] in the 'SS Treatment Plan Client Sign 2' field
  6. Populate the signature and click [OK].
  7. Select "Draft" in the 'Treatment Plan Status' field.
  8. Click [Submit].
  9. Double click on "Client A" to access the 'Chart View'.
  10. Select the 'Treatment Plan' form on the left-hand side.
  11. Validate the draft treatment plan filed in the previous steps is displayed.
  12. Validate the signature is displayed.
  13. Close the chart.
  14. Navigate back to the 'Treatment Plan' form.
  15. Select the treatment plan filed in the previous steps and click [Edit].
  16. Validate all previously populated fields are displayed.
  17. Validate the signature is displayed in the 'SS Treatment Plan Client Sign 2' field.
  18. Select "Enable" in the 'SS Treatment Plan Client Dictionary 2' field.
  19. Validate the signature is cleared from the 'SS Treatment Plan Client Sign 2' field.
  20. Click [Submit].
  21. Double click on "Client A" to access the 'Chart View'.
  22. Select the 'Treatment Plan' form on the left-hand side.
  23. Validate the draft note filed in the previous steps is displayed.
  24. Validate the signature is not displayed.
  25. Close the chart.
  26. Navigate back to the 'Treatment Plan' form.
  27. Select the treatment plan filed in the previous steps and click [Edit].
  28. Validate all previously populated fields are displayed.
  29. Validate the signature is no longer displayed in the 'SS Signature Pad 2' field.
  30. Close the form.
Topics
• Progress Notes • Signatures • Treatment Plan
AV-77839 Summary | Details
Treatment Plan - 'Enable Automatic Backup'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (CWS)
  • Treatment Plan
Scenario 1: Treatment Plan - validate toggling of the 'Enable Automatic Backup' registry setting
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).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Enter the desired value in the 'Plan Name' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Click [Launch Plan].
  7. Add a new problem and populate all required and desired fields.
  8. Click [Back To Plan Page] and close the form.
  9. Select “Client A” and access the ‘Treatment Plan’ form.
  10. 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?"
  11. Click [Yes].
  12. Validate the backed up treatment plan data displays.
  13. Leave the form open.
  14. Access the 'Registry Settings' form.
  15. Enter "Enable Automatic Backup" in the 'Limit Registry Settings To The Following Search Criteria' field.
  16. Click [View Registry Settings].
  17. Enter "N" in the 'Registry Setting Value' field.
  18. Click [Submit] and close the form.
  19. Navigate back to the 'Treatment Plan' form.
  20. Click [Submit].
  21. Select "Client A" and access the 'Treatment Plan' form.
  22. Validate the pre-display contains the draft filed in the previous steps.
  23. Click [Edit].
  24. Validate the previously filed data is displayed.
  25. Close the form.
Topics
• Registry Settings • Treatment Plan
AV-81082 Summary | Details
Allergies and Hypersensitivities - Chart View
Scenario 1: Allergies and Hypersensitivities - Add/Edit Allergies
Specific Setup:
  • A client must have an active episode. (Client A)
  • The 'Allergies and Hypersensitivities' form must be accessible from the Chart View.
Steps
  1. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  2. Select "No" in the 'Known Medication Allergies' field.
  3. Select "No" in the 'Known Food Allergies' field.
  4. Click [Submit].
  5. Double click on "Client A" to access the 'Chart View'.
  6. Select the 'Allergies and Hypersensitivities' form from the left-hand side.
  7. Validate an entry is displayed stating: "Known Food Allergies: No".
  8. Validate an entry is displayed stating: "Known Medication Allergies: No".
  9. Close the chart.
  10. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  11. Select "No" in the 'Known Medication Allergies' field.
  12. Select "No" in the 'Known Food Allergies' field.
  13. Click [Update].
  14. Validate the 'Allergies and Hypersensitivities' grid is displayed.
  15. Click [New Row].
  16. Search for and select any value in the 'Allergen/Reactant' field.
  17. Enter the desired date in the 'Date Recognized' field.
  18. Select "Active" in the 'Status' field.
  19. Select any value in the 'Reaction Severity' field.
  20. Click [Save] and [Submit].
  21. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  22. Click [Update].
  23. Validate the 'Allergies and Hypersensitivities' grid contains the allergy filed in the previous steps.
  24. Select "Inactive" in the 'Status' field.
  25. Click [Save] and [Submit].
  26. Select "Client A" and access the 'Allergies and Hypersensitivities' form.
  27. Click [Update].
  28. Validate the 'Allergies and Hypersensitivities' grid contains the allergy with the "Inactive" status.
  29. Click [Close/Cancel] and close the form.
Topics
• Allergies and Hypersensitivities