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Avatar CWS 2022 Update 73

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar Appointment Scheduling 2022 Update 14

Additional Requirements

Avatar Appointment Scheduling 2022 Update 14 is required for full functionality.

Product Update Form Description

Avatar CWS is enhanced to support individual locations for group members when submitting notes for group appointments. Please note: Avatar Appointment Scheduling 2022 Update #14 is required to use the new functionality. In addition, The 'Progress Note Corrections' form is updated to no longer delete services generated by group appointments.

Included Updates

70

Required Updates

None

Details
NEW2 CHANGED0 FIXED0
New (2)
Progress note are enhanced to support individual locations for group members.
Avatar CWS progress notes are enhanced to support individual locations for group members when submitting individual notes for group appointments. KB0068252 v0.01
Value Added: Ability to update the location for each group member when individualizing group progress notes.
Topics
• Group Progress Notes • Query/Reporting • Scheduling Calendar
 
Prevent Group Appointment Notes from deletion.
A change in workflow will prevent the deletion of a posted group appointment's individual service in the 'Progress Note Corrections' form.
Help text is added to the 'Delete Service' field which states: 'Services generated by Group Appointments cannot be deleted during the progress note correction process. The 'Edit Service Information' and 'Delete Service' forms may be used to modify or delete Group Appointment services.'
Value Added: Prevent the unposting of group appointments in the 'Progress Note Corrections' form.
Topics
• Group Progress Notes • Progress Note Corrections
 
Acceptance Tests
AV-72534 Summary | Details
Progress note are enhanced to support individual locations for group members.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • SQL Query/Reporting
Scenario 1: Progress Notes - Group notes field validations
Specific Setup:
  • Avatar Appointment Scheduling 2022 Update 14 is required for full functionality.
  • A group appointment has been created on the 'Scheduling Calendar'
  • Note the location on the appointment.
  • The following Registry Settings should be enabled according to your agency preferences:
  • Attach Selected Appointment To Notes on Draft.
  • Post Appointment When the Note is Submitted.
  • Generate Service Charge After Co-sign.
Steps
  1. Open 'Scheduling Calendar'.
  2. Right click on the appointment and click 'Check in'.
  3. Complete the 'Check In' process for the group.
  4. Open 'Progress Notes (Group and Individual)' or any copy of the form.
  5. Click 'Group Default Notes' section.
  6. Complete the group note for the appointment.
  7. Click 'Individual Progress Notes' section.
  8. Select a group member.
  9. Change the 'Location' value from the defaulted value (from the Group Note) to any other value.
  10. Complete the individual note for each group member and finalize each one.
  11. When Document Routing is enabled, review the document and verify the 'Location' field reflects the location selected in the individual note.
  12. Complete the document routing process.
  13. Open 'Scheduling Calendar'.
  14. Right click on the appointment and click 'Check Out'.
  15. Complete the 'Check Out' process for all members of the group.
  16. Create a report against SQL table SYSTEM.cw_patient_notes
  17. Include, at a minimum, the following fields:
  18. PATID
  19. appointment_date
  20. location_code
  21. location_value
  22. Run the report for the appointment date.
  23. Validate the 'PATID' contains the patient id from the group appointment.
  24. Validate the 'location_code' contains the location code as entered in the individual note. When 'Draft/Final' is on the progress note form, this field is updated when the note is Finalized.
  25. Validate the 'location_value' contains the location value (name) as entered in the individual note. When 'Draft/Final' is on the progress note form, this field is updated when the note is Finalized.
  26. Close the report.
  27. On the Home View in Avatar, right click on one of the clients who were in the group just finalized.
  28. Click 'Display Chart'.
  29. Click on the 'Progress Notes (Group and Individual)' form used to create the note.
  30. Verify the 'Location' field displays the correct location as assigned when the note was individualized and finalized.
Topics
• Group Progress Notes • Query/Reporting • Scheduling Calendar
AV-79332 Summary | Details
Prevent Group Appointment Notes from deletion.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Note Corrections
Scenario 1: "Progress Note Corrections" - field validation
Specific Setup:
  • Finalized Group Progress Notes where the 'Location' field was updated on each individual group member note.
Steps
  1. Open "Progress Note Corrections" form.
  2. Select the test client from the Client ID dropdown list.
  3. Select the episode for which notes were created in the "Episode Number" dropdown list field.
  4. Click [Select Note to Correct]
  5. Select the note which had been entered as a group note and then individualized and flagged as 'Final'
  6. Select "Revert Final Note to Draft" in the "Correction Action" field.
  7. Select any value in the "Reason for Correction" dropdown list field.
  8. Enter text in the "Comments" field.
  9. Note that the 'Delete Service' field is disabled.
  10. Click the lightbulb 'Help' icon to the right of the 'Delete Service' field. The following information will display: 'Services generated by Group Appointments cannot be deleted during the progress note correction process. The 'Edit Service Information' and 'Delete Service' forms may be used to modify or delete Group Appointment services.'
  11. Click [Submit].
  12. Open "Progress Note Corrections" form.
  13. Select the test client from the Client ID dropdown list.
  14. Select the episode for which notes were created in the "Episode Number" dropdown list field.
  15. Click [Select Note to Correct]
  16. Select any note that was not created for a group note.
  17. Select "Revert Final Note to Draft" in the "Correction Action" field.
  18. Select any value in the "Reason for Correction" dropdown list field.
  19. Enter text in the "Comments" field.
  20. Note that the 'Delete Service' field is enabled.
  21. Select 'Yes' to delete the service. Verification of a deleted service can be done by reviewing the Client Ledger report and verifying the service is no longer displayed on the report.
  22. Click [Submit].
  23. Verify the form files successfully.
Topics
• Group Progress Notes • Progress Note Corrections