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Avatar CWS 2022 Update 69

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar Cal-PM 2022 Update 39
Avatar CareFabric 2022 Update 54
Avatar PM 2022 Update 81

Product Update Form Description

The following changes are made: 1) The new column 'DSM/ICD Code' is added to the 'Problem List' form. 2) The 'System Notes' column in the 'Problem List' form is modified to show action, date, status, user, and problem data entry source. The new SQL table 'SYSTEM.cw_problem_list_history' is added to keep track of the history of the records. 3) The 'Table Alias' functionality in the 'Table Definition' form is modified to support the registry setting 'Default 'Add To Problem List' to "Yes" on New Diagnosis' for 'Diagnosis' table aliasing. Please note: Avatar Cal-PM 2022 Update #39 (or equivalent) is required to use the new functionality. 4) The issue is resolved where the 'Problem List' and 'Treatment Plan' forms were refiling the problem rows that were not updated.

Included Updates

3, 6, 10, 17, 24, 31, 35, 37, 40, 45, 50, 57, 61

Required Updates

None

Details
NEW3 CHANGED0 FIXED0
New (3)
The 'Problem List', 'Treatment Plans', 'Assessment Mapping' and 'Clinical Reconciliation' forms are updated with DSM/ICD information.
The 'Problem List', 'Treatment Plans', 'Assessment Mapping' and 'Clinical Reconciliation' forms are updated to include 'DSM/ICD'. This is a 'Read only' field which will be populated from the data entered in the 'Diagnosis' form.
Value Added: Ability to view the DSM/ICD data in the 'Problem List', 'Treatment Plans', 'Assessment Mapping' and 'Clinical Reconciliation' forms.
Topics
• NX • Problem List • Treatment Plan
 
'Problem List', 'Treatment Plans', 'Assessment Mapping' and 'Clinical Reconciliation' forms
The 'Problem List', 'Treatment Plans', 'Assessment Mapping' and 'Clinical Reconciliation' forms are updated to display the problem history in the 'System Notes' column.
The 'System Notes' column will display the type of action such as add, update, inactivate, or void, the date the action was taken, status submitted on that action, the user who filed the action, and the 'OptionID' from which the action was initiated.
Value Added: Enhanced the 'Problem List', 'Treatment Plans', 'Assessment Mapping' and 'Clinical Reconciliation' forms to include detailed Problem history.
Topics
• Modeling • NX • Patient Health Profile • Problem List • Query/Reporting • Web Services
 
'Problem List' grid will not refile data unless changes are input.
An issue is resolved to ensure that, when no changes are entered in the 'Problem List' form, the data will not be refiled.
Value Added: Improve processing by eliminating refiling of unchanged Problem List rows.
Topics
• Problem List
 
Acceptance Tests
AV-80873 Summary | Details
The 'Problem List', 'Treatment Plans', 'Assessment Mapping' and 'Clinical Reconciliation' forms are updated with DSM/ICD information.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Reconciliation
  • Treatment Plan
  • App Dashboard
  • Problem List
Scenario 1: Clinical Reconciliation - Verify Problem List Details
Specific Setup:
  • One or more problems have been entered in the 'Problem List' form after the updates were installed.
  • Avatar 2022 CWS Update 69 is required for full functionality.
  • Avatar 2022 CareFabric Update 54 is required for full functionality.
  • Avatar 2022 PM Update 81or Avatar Cal-PM Update 39 is required for full functionality.
Steps
  1. Open the 'Clinical Reconciliation' form for any test client that has problems on file.
  2. Select any value in the 'Reconciliation Type' field.
  3. Select the client episode in the 'Episode' field.
  4. Click [Problem List] on the left menu.
  5. Scroll to the 'Details' column.
  6. Click [View] on any of the problems entered after the updates were installed.
  7. Verify 'Last Date Updated' displays.
  8. Verify the 'Problem Name:' is displayed.
  9. Verify the 'Status' is displayed.
  10. Verify the 'DSM/ICD10 Code:' is displayed.
  11. Verify the 'System Notes' are displayed.
  12. Click [Close].
  13. Click [Close Form].
Scenario 2: Treatment Plan - Verify 'Problem List'
Specific Setup:
  • One or more problems have been entered in the 'Problem List' form for any test client (Client A).
  • Avatar 2022 CWS Update 69 is required for full functionality.
  • Avatar 2022 CareFabric Update 54 is required for full functionality.
  • Avatar 2022 PM Update 81or Avatar Cal-PM Update 39 is required for full functionality.
Steps
  1. Open any 'Treatment Plan' form for Client A.
  2. Click [Edit] for any existing plan from the pre display what is in 'Draft' status.
  3. Click on any problem in the 'Problem List' grid.
  4. Navigate to the 'DSM/ICD Code' column.
  5. Click [View].
  6. Validate the ICD10 Code item is equal to "Populated with the associated ICD10 code".
  7. Validate the ICD10 Description item is equal to "ICD10 description".
  8. Click [System Notes] - View button.
  9. Validate the 'Action' column is equal to "Action related to the problem".
  10. Validate the 'Date' column is equal to "Action date".
  11. Validate the 'Status' column is equal to "Status of problem".
  12. Validate the 'User' column is equal to "User logged in at time of action".
  13. Validate the'From' column is equal to "From or option from which the action was created".
  14. Click [Close Form].
Scenario 3: Problem List - field verification
Specific Setup:
  • One or more problems have been entered in the 'Problem List' form.
  • Avatar 2022 CWS Update 69 is required for full functionality.
  • Avatar 2022 CareFabric Update 54 is required for full functionality.
  • Avatar 2022 PM Update 81or Avatar Cal-PM Update 39 is required for full functionality.
Steps
  1. Open 'Problem List' form for any client (Client A) who has existing problems filed.
  2. Click [View/Enter Problems].
  3. Verify the 'Problem' column contains the description of the problem.
  4. Verify the 'Problem Classification' column is populated.
  5. Verify the 'Date of Onset' is populated.
  6. Verify the 'Status' is populated.
  7. Click [View] on the 'DSM/ICD' column.
  8. Verify the 'ICD10Code' row contains the associated ICD Code.
  9. Verify the 'ICD10 Description' contains the associated description.
  10. Click [Close].
  11. Click [View] on the 'System Note' column.
  12. Verify the 'Action' column contains the action taken on the problem.
  13. Verify the 'Date' column contains the date the action occurred.
  14. Verify the 'Status' column contains the problem status.
  15. Verify the 'User' column contains the name of the user logged in at the time the action occurred.
  16. Verify the 'From' column contains the name of the form where the action occurred.
  17. Click [Close].
  18. Click [Close/Cancel].
  19. Click [Yes] on the message 'Confirm Loss of Changes'.
  20. Click [Close Form].
Topics
• NX • Problem List • Treatment Plan
AV-80874 Summary | Details
'Problem List', 'Treatment Plans', 'Assessment Mapping' and 'Clinical Reconciliation' forms
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Problem List
  • Patient Health Profile
  • Problem List - System Notes
  • HomeView - my Clients
  • Change MR#
  • SQL Query/Reporting
  • Treatment Plan
  • App Dashboard
Scenario 1: Assessment Mapping to the "Problem List" form verification
Specific Setup:
  • Using "Assessment Mapping", create an assessment mapping for the 'Problem List' type. Ex: Patient Conditions was used in this scenario.
  • A record for any test client has been filed in the mapped assessment.
  • Avatar CareFabic 2022 Update 54 must be installed for full functionality.
  • Avatar PM 2022 Update 81 or Avatar Cal-PM 2022 Update 39 must be installed for full functionality.
Steps
  1. Open the form used in the 'Assessment Mapping' such as 'Patient Conditions'.
  2. File the data for any test client, being certain to include the mapped fields.
  3. Open the client "Problem List".
  4. Click 'System Notes' on the row added from the mapped assessment.
  5. Verify 'Action' column is populated.
  6. Verify 'Date' column is populated.
  7. Verify 'Status' column is populated.
  8. Verify 'User' column is populated.
  9. Verify 'From' column contains the name of the mapped assessment.
  10. Click [Close].
  11. Click [Close/Cancel] to exit the grid.
  12. Click [Submit].
Scenario 2: Validate Patient Health Profile web service
Specific Setup:
  • Access to SoapUI or other webservice tool.
  • Dictionary Update:
  • Avatar CWS: File: CWS, Data Element: (2526) Problem Type: Add or note at least one value in the dictionary.
  • Avatar CareFabric 2022 Update 54 is required for full functionality.
  • Avatar PM 2022 Update 81 or Avatar Cal-PM Update 39 is required for full functionality
Steps
  1. Create a new project for the 'Patient Health Profile' web service.
  2. Populate the 'SystemCode', 'UserName', and 'Password' fields with the information used to log into Avatar.
  3. Within the 'PHPProblemDataObject':
  4. Input the 'Problem Type' dictionary code from Setup in the 'Type' field.
  5. Input any valid date into the 'ProblemDate' field.
  6. Input any text into the 'Status' field.
  7. Input any text into the 'Description' field.
  8. Within the 'PHPOpenCareGapsObject':
  9. Input any valid date into the 'EventDate' field.
  10. Input any text into the 'Measure' field.
  11. Input any text into the 'MeasureDescription' field.
  12. Within the 'PHPInpatientStaysObject':
  13. Input any text into the 'Type' field.
  14. Input any valid date into the 'DateOfStay' field.
  15. Input any text into the 'Facility' field.
  16. Input any text into the 'LengthOfStay' field.
  17. Input any text into the 'AdmitCOndition' field.
  18. Within the 'PHPPhysicianConsultObject':
  19. Input any valid date into the 'ConsultDate' field.
  20. Input any text into the 'Location' field.
  21. Input any text into the 'ProviderName' field.
  22. Within the 'PHPMedicationsObject'.
  23. Input any valid date into the 'EntryDate' field.
  24. Input any text into the 'Provider' field.
  25. Input any valid NDC number into the 'NDC' field (This value can come from the 'Order Code Setup' form).
  26. Within the 'PHPLabDataObject':
  27. Input any valid date into the 'LabDate' field.
  28. Input any text into the 'LabDescription' field.
  29. Input any text into the ':LabResults' field.
  30. Input any client into the 'ClientID' field.
  31. Click [Send].
  32. Verify the 'Message' field displays "PHPData web service has been filed successfully".
  33. Log into Avatar.
  34. Open the 'Patient Health Profile' form with the client for which the web service was filed.
  35. Select any value in the 'Medications - Verification' cell.
  36. Select any value in the 'Problems - Verification' cell.
  37. Click [Submit].
  38. Verify the form files without errors.
  39. Open the 'Problem List' form.
  40. Click 'View/Enter Problems'
  41. Click 'System Notes' 'View' button on any row added in the web service.
  42. Verify the 'From' column is populated.
  43. Open 'Crystal Reports' or another SQL reporting tool.
  44. Create queries for SYSTEM.php_data, SYSTEM.php_problems, SYSTEM.php_open_care_gaps, SYSTEM.php_inpatient_stays, SYSTEM.php_physician_consults, and SYSTEM.php_lab_data.
  45. Verify all information displays correctly.
Scenario 3: AddClientProblem web service validation
Specific Setup:
  • A client (Client A) must be in an active episode and have no problems filed in their 'Problem List'.
  • Avatar CareFabric 2022 Update 54 must be installed for full functionality.
  • Avatar PM 2022 Update 81 or Avatar Cal-PM 2022 Update 54 must be installed for full functionality.
Steps
  1. Access 'SoapUI' or another web service tool.
  2. File an 'AddClientProblems' web service.
  3. Validate a success message is received.
  4. In myAvatar, open the 'Problem List' form for Client A.
  5. Click [View/Enter Problems].
  6. Validate the problem added via the AddClientProblems web service has been added to the clients Problem List.
  7. Click [Save].
  8. Click [Yes].
  9. Click [Submit].
  10. Validate the form files successfully.
Scenario 4: CDR Table - validate CWSSYSTEM.cw_problem_list_history
Specific Setup:
  • Avatar PM 2022 Update 81 or Avatar Cal-PM 2022 Update 39 is required for full functionality.
  • Avatar CareFabric 2022 Update 54 is required for full functionality.
  • Problems have been entered for a test client (Client A) in the 'Problem List' form.
  • Access to an SQL reporting tool such as Crystal Reports.
Steps
  1. Verify access to table SYSTEM.cw_problem_list_history and CWSSYSTEM.cw_problem_list_history has been set in 'User Definition' form.
  2. Using any SQL reporting tool, create a report for CWSSYSTEM.cw_problem_list_history including the following fields:
  3. PATID
  4. data_entry_date
  5. staff_name
  6. action_value
  7. Run the report (Note: if there is a large volume of Problems on file, it is recommended that you select a few clients rather than running the report for all clients. This will assure the report completes in a timely manner).
  8. Verify the columns are populated for the existing records.
  9. Repeat the steps above for the SYSTEM.cw_problem_list_history table.
  10. Open the 'Problem List' form.
  11. Add new rows for any test client.
  12. Update existing rows for any test client.
  13. File the form.
  14. Run the reports again.
  15. Verify the data is added / updated appropriately.
  16. Open the 'Treatment Plan' form.
  17. Enter a new treatment plan for any test client.
  18. Run the above reports again.
  19. Verify the problem added in Treatment Plan is displays in the reports.
  20. Open 'Change MR#' form for Client A.
  21. Click [Assign MR#].
  22. Click [Submit].
  23. Run the SQL report again for the new MR#.
  24. Verify all data for Client A is now listed against the new MR#.
Scenario 5: Problem List - field verification
Specific Setup:
  • One or more problems have been entered in the 'Problem List' form.
  • Avatar 2022 CWS Update 69 is required for full functionality.
  • Avatar 2022 CareFabric Update 54 is required for full functionality.
  • Avatar 2022 PM Update 81or Avatar Cal-PM Update 39 is required for full functionality.
Steps
  1. Open 'Problem List' form for any client (Client A) who has existing problems filed.
  2. Click [View/Enter Problems].
  3. Verify the 'Problem' column contains the description of the problem.
  4. Verify the 'Problem Classification' column is populated.
  5. Verify the 'Date of Onset' is populated.
  6. Verify the 'Status' is populated.
  7. Click [View] on the 'DSM/ICD' column.
  8. Verify the 'ICD10Code' row contains the associated ICD Code.
  9. Verify the 'ICD10 Description' contains the associated description.
  10. Click [Close].
  11. Click [View] on the 'System Note' column.
  12. Verify the 'Action' column contains the action taken on the problem.
  13. Verify the 'Date' column contains the date the action occurred.
  14. Verify the 'Status' column contains the problem status.
  15. Verify the 'User' column contains the name of the user logged in at the time the action occurred.
  16. Verify the 'From' column contains the name of the form where the action occurred.
  17. Click [Close].
  18. Click [Close/Cancel].
  19. Click [Yes] on the message 'Confirm Loss of Changes'.
  20. Click [Close Form].
Scenario 6: Problem List System Notes - verify modeled form name displays in System Notes 'From' column
Specific Setup:
  • A modeled form exists which has Alias definition for Diagnosis.
  • Avatar 2022 CWS Update 69 is required for full functionality.
  • Avatar 2022 CareFabric Update 54 is required for full functionality.
  • Avatar 2022 PM Update 81or Avatar Cal-PM Update 39 is required for full functionality.
Steps
  1. Open the modeled form where there is alias definition for diagnosis.
  2. Complete the form and file.
  3. Open the 'Problem List form for the same client.
  4. Click [View/Enter Problems].
  5. Select the row which contains the information from the modeled form.
  6. Click [View] under the 'System Notes' column.
  7. Verify the 'From' column displays the name of the modeled form.
  8. Click [Close].
  9. Click [Close/Cancel].
  10. Click [Close Form].
Topics
• Modeling • NX • Patient Health Profile • Problem List • Query/Reporting • Web Services
AV-81020 Summary | Details
'Problem List' grid will not refile data unless changes are input.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Problem List
Scenario 1: TDE Comparison - verify only modified rows are re-filed in the Problem List grid.
Specific Setup:
  • One or more problems have been entered in the 'Problem List' form.
  • Avatar 2022 CWS Update 69 is required for full functionality.
  • Avatar 2022 CareFabric Update 54 is required for full functionality.
  • Avatar 2022 PM Update 81or Avatar Cal-PM Update 39 is required for full functionality.
Steps
  1. Create an SQL report against SYSTEM.cw_problem_list. Include the data_entry columns in the report.
  2. Open the 'Problem List' and file a new problem for any test client.
  3. Run the report.
  4. Review the data_entry columns.
  5. Go back to the 'Problem List' for the same client.
  6. Refile the 'Problem List' without making changes. Wait a few moments.
  7. Run the report again.
  8. Verify that no changes have been logged in the table. Only updated data rows will be reflected in the table.
  9. Create a mapping for the problem list in the 'Assessment Mapping' form.
  10. Access the mapped assessment and file a change for one record for any test client.
  11. Run the report. Note that only the updated data row will be updated. All other rows should not be changed.
Topics
• Problem List