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Avatar CWS 2022 Update 76

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Product Update Form Description

The following issues are resolved: 1) The error 'Please Enter a Treatment Plan Date' is received when accessing the 'Staff Responsible' or 'Staff Assigning' fields after defaulting Treatment Plan Data forward when the 'Enable Automatic Backup' registry setting is enabled. 2) Scrolling Free Text fields 5 through 29 are not saving properly for problems, goals, objectives, and interventions when the 'Enable Automatic Backup' registry setting is enabled.

Included Updates

4, 13, 13.1, 55, 59

Required Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Treatment Plan - Site Specific Scrolling Free Text fields
Ensure site specific scrolling free text fields 5 through 29 save properly for problems, goals, objectives, and interventions when the 'Enable Automatic Backup' registry setting is enabled.
Topics
• Document Routing • Registry Settings • Treatment Plan
 
Treatment Plan - 'Staff Responsible' and 'Staff Assigning' fields
Ensure the ability to access the 'Staff Responsible' and 'Staff Assigning'
fields after defaulting from a previous treatment plan when the 'Enable Automatic Backup' registry setting is enabled.
Topics
• Document Routing • Registry Settings • Treatment Plan
 
Acceptance Tests
AV-80864 Summary | Details
Treatment Plan - Site Specific Scrolling Free Text fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Registry Settings (CWS)
  • Treatment Plan
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).
  • The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling':
  • 'SS Treatment Plan Problem Scrolling Free Text 6'
  • 'SS Treatment Plan Goal Scrolling Free Text 24'
  • 'SS Treatment Plan Obj Scrolling Free Text 9'
  • 'SS Treatment Plan Int Scrolling Free Text 17'.
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. Set the 'SS Treatment Plan Problem Scrolling Free Text 6' field to any value.
  15. Select any value in the 'Staff Assigning' field.
  16. Select any value in the 'Staff Responsible' field.
  17. Click [Add New Goal].
  18. Set the ‘Goal’ field to any value.
  19. Select any value in the ‘Status’ field.
  20. Set the 'SS Treatment Plan Goal Scrolling Free Text 24' field to any value.
  21. Select any value in the 'Staff Assigning' field.
  22. Select any value in the 'Staff Responsible' field.
  23. Click [Add New Objective].
  24. Set the ‘Objective’ field to any value.
  25. Select any value in the ‘Status’ field.
  26. Select any value in the 'Staff Assigning' field.
  27. Select any value in the 'Staff Responsible' field.
  28. Set the 'SS Treatment Plan Obj Scrolling Free Text 9' field to any value.
  29. Click [Add New Intervention].
  30. Set the ‘Intervention’ field to any value.
  31. Select any value in the ‘Status’ field.
  32. Set the 'SS Treatment Plan Int Scrolling Free Text 17' field to any value.
  33. Select any value in the 'Staff Assigning' field.
  34. Select any value in the 'Staff Responsible' field.
  35. Click [Back to Plan Page].
  36. Click [Launch Plan].
  37. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
  38. Select the problem.
  39. Validate the 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed.
  40. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  41. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields.
  42. Select the goal.
  43. Validate the 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed.
  44. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  45. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields.
  46. Select the objective.
  47. Validate the 'SS Treatment Plan Obj Scrolling Free Text 9' field contains the value previously filed.
  48. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  49. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields.
  50. Select the intervention.
  51. Validate the 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed.
  52. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  53. Select any values in the 'Staff Assigning' and 'Staff Responsible' fields.
  54. Click [Back to Plan Page] and close the form.
  55. Select “Client A” and access the ‘Treatment Plan’ form.
  56. 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].
  57. Validate the 'Strengths' field contains the value previously filed.
  58. Validate the 'Weaknesses' field contains the value previously filed.
  59. Validate the 'Discharge Planning' field contains the value previously filed.
  60. Click [Launch Plan].
  61. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added with all updated data.
  62. 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".
  • The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling':
  • 'SS Treatment Plan Problem Scrolling Free Text 6'
  • 'SS Treatment Plan Goal Scrolling Free Text 24'
  • 'SS Treatment Plan Obj Scrolling Free Text 9'
  • 'SS Treatment Plan Int Scrolling Free Text 17'
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. Enter any value in the 'Strengths' field.
  7. Enter any value in the 'Weakness' field.
  8. Enter any value in the 'Discharge Planning' field.
  9. Select "Draft" in the 'Treatment Plan Status' field.
  10. Click [Launch Plan].
  11. Select the problem from the 'Tree View'.
  12. Enter any value in the 'Problem Code' field.
  13. Select “Active” in the ‘Status (Problem List)’ field.
  14. Enter any value in the 'Problem' field.
  15. Select any value in the ‘Status’ field.
  16. Enter any value in the 'SS Treatment Plan Problem Scrolling Free Text 6' field.
  17. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  18. Select any value from the 'Status' field.
  19. Click [Add New Goal].
  20. Enter any value in the 'Goal' field.
  21. Select any value from the 'Status' field.
  22. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  23. Enter any value in the 'SS Treatment Plan Goal Scrolling Free Text 24' field.
  24. Click [Add New Objective].
  25. Enter any value in the 'Objective' field.
  26. Select any value from the 'Status' field.
  27. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  28. Enter any value in the 'SS Treatment Plan Obj Scrolling Free Text 9' field.
  29. Click [Add New Intervention].
  30. Enter any value in the 'Intervention' field.
  31. Select any value in the 'Status' field.
  32. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  33. Enter any value in the 'SS Treatment Plan Int Scrolling Free Text 17' field.
  34. Click [Back To Plan Page].
  35. Click [Launch Plan].
  36. Select the problem.
  37. Validate 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed.
  38. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  39. Select the goal.
  40. Validate 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed.
  41. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  42. Select the objective.
  43. Validate 'SS Treatment Plan Obj Scrolling Free Text 9' field contains the value previously filed.
  44. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  45. Select the intervention.
  46. Validate 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed.
  47. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  48. Click [Back to Plan Page] and [Submit].
  49. Select "Client A" and access the 'Treatment Plan' form.
  50. Click [Add].
  51. Validate a message is displayed stating: Do you want to default plan information from a previously entered plan?.
  52. Click [Yes].
  53. Select the previously filed treatment plan and click [OK].
  54. Validate a message is displayed stating: Are you sure you want to default information from this plan?
  55. Click [Yes].
  56. Validate the 'Treatment Plan' form is displayed and the defaulted information is displayed as expected.
  57. Click [Launch Plan].
  58. Select the problem.
  59. Validate the 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed.
  60. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  61. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  62. Select the goal.
  63. Validate the 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed.
  64. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  65. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  66. Select the objective.
  67. Validate the 'SS Treatment Plan obj Scrolling Free Text 9' field contains the value previously filed.
  68. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  69. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  70. Select the intervention.
  71. Validate the 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed.
  72. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  73. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  74. Click [Back to Plan Page].
  75. Select the desired value in the 'Plan Type' field.
  76. Select "Final" in the 'Treatment Plan Status' field and click [Submit].
  77. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image.
  78. Click [Accept].
  79. Enter the password for the logged in user and press the 'Enter' key.
  80. Validate the 'Treatment Plan' files successfully.
Topics
• Document Routing • Registry Settings • Treatment Plan
AV-81062 Summary | Details
Treatment Plan - 'Staff Responsible' and 'Staff Assigning' fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Registry Settings (CWS)
  • Treatment Plan
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).
  • The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling':
  • 'SS Treatment Plan Problem Scrolling Free Text 6'
  • 'SS Treatment Plan Goal Scrolling Free Text 24'
  • 'SS Treatment Plan Obj Scrolling Free Text 9'
  • 'SS Treatment Plan Int Scrolling Free Text 17'.
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. Set the 'SS Treatment Plan Problem Scrolling Free Text 6' field to any value.
  15. Select any value in the 'Staff Assigning' field.
  16. Select any value in the 'Staff Responsible' field.
  17. Click [Add New Goal].
  18. Set the ‘Goal’ field to any value.
  19. Select any value in the ‘Status’ field.
  20. Set the 'SS Treatment Plan Goal Scrolling Free Text 24' field to any value.
  21. Select any value in the 'Staff Assigning' field.
  22. Select any value in the 'Staff Responsible' field.
  23. Click [Add New Objective].
  24. Set the ‘Objective’ field to any value.
  25. Select any value in the ‘Status’ field.
  26. Select any value in the 'Staff Assigning' field.
  27. Select any value in the 'Staff Responsible' field.
  28. Set the 'SS Treatment Plan Obj Scrolling Free Text 9' field to any value.
  29. Click [Add New Intervention].
  30. Set the ‘Intervention’ field to any value.
  31. Select any value in the ‘Status’ field.
  32. Set the 'SS Treatment Plan Int Scrolling Free Text 17' field to any value.
  33. Select any value in the 'Staff Assigning' field.
  34. Select any value in the 'Staff Responsible' field.
  35. Click [Back to Plan Page].
  36. Click [Launch Plan].
  37. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added.
  38. Select the problem.
  39. Validate the 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed.
  40. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  41. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields.
  42. Select the goal.
  43. Validate the 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed.
  44. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  45. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields.
  46. Select the objective.
  47. Validate the 'SS Treatment Plan Obj Scrolling Free Text 9' field contains the value previously filed.
  48. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  49. Select any new values in the 'Staff Assigning' and 'Staff Responsible' fields.
  50. Select the intervention.
  51. Validate the 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed.
  52. Validate the 'Staff Assigning' and 'Staff Responsible' fields contains the value previously filed.
  53. Select any values in the 'Staff Assigning' and 'Staff Responsible' fields.
  54. Click [Back to Plan Page] and close the form.
  55. Select “Client A” and access the ‘Treatment Plan’ form.
  56. 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].
  57. Validate the 'Strengths' field contains the value previously filed.
  58. Validate the 'Weaknesses' field contains the value previously filed.
  59. Validate the 'Discharge Planning' field contains the value previously filed.
  60. Click [Launch Plan].
  61. Validate the ‘Tree view’ contains values for the problem, goal, objective, and intervention previously added with all updated data.
  62. 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".
  • The following fields must be added to the 'Treatment Plan' form via 'Site Specific Section Modeling':
  • 'SS Treatment Plan Problem Scrolling Free Text 6'
  • 'SS Treatment Plan Goal Scrolling Free Text 24'
  • 'SS Treatment Plan Obj Scrolling Free Text 9'
  • 'SS Treatment Plan Int Scrolling Free Text 17'
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. Enter any value in the 'Strengths' field.
  7. Enter any value in the 'Weakness' field.
  8. Enter any value in the 'Discharge Planning' field.
  9. Select "Draft" in the 'Treatment Plan Status' field.
  10. Click [Launch Plan].
  11. Select the problem from the 'Tree View'.
  12. Enter any value in the 'Problem Code' field.
  13. Select “Active” in the ‘Status (Problem List)’ field.
  14. Enter any value in the 'Problem' field.
  15. Select any value in the ‘Status’ field.
  16. Enter any value in the 'SS Treatment Plan Problem Scrolling Free Text 6' field.
  17. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  18. Select any value from the 'Status' field.
  19. Click [Add New Goal].
  20. Enter any value in the 'Goal' field.
  21. Select any value from the 'Status' field.
  22. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  23. Enter any value in the 'SS Treatment Plan Goal Scrolling Free Text 24' field.
  24. Click [Add New Objective].
  25. Enter any value in the 'Objective' field.
  26. Select any value from the 'Status' field.
  27. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  28. Enter any value in the 'SS Treatment Plan Obj Scrolling Free Text 9' field.
  29. Click [Add New Intervention].
  30. Enter any value in the 'Intervention' field.
  31. Select any value in the 'Status' field.
  32. Select any value in the 'Staff Assigning' and 'Staff Responsible' fields.
  33. Enter any value in the 'SS Treatment Plan Int Scrolling Free Text 17' field.
  34. Click [Back To Plan Page].
  35. Click [Launch Plan].
  36. Select the problem.
  37. Validate 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed.
  38. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  39. Select the goal.
  40. Validate 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed.
  41. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  42. Select the objective.
  43. Validate 'SS Treatment Plan Obj Scrolling Free Text 9' field contains the value previously filed.
  44. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  45. Select the intervention.
  46. Validate 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed.
  47. Validate the 'Staff Assigning' and 'Staff Responsible' fields contain the value previously filed.
  48. Click [Back to Plan Page] and [Submit].
  49. Select "Client A" and access the 'Treatment Plan' form.
  50. Click [Add].
  51. Validate a message is displayed stating: Do you want to default plan information from a previously entered plan?.
  52. Click [Yes].
  53. Select the previously filed treatment plan and click [OK].
  54. Validate a message is displayed stating: Are you sure you want to default information from this plan?
  55. Click [Yes].
  56. Validate the 'Treatment Plan' form is displayed and the defaulted information is displayed as expected.
  57. Click [Launch Plan].
  58. Select the problem.
  59. Validate the 'SS Treatment Plan Problem Scrolling Free Text 6' field contains the value previously filed.
  60. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  61. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  62. Select the goal.
  63. Validate the 'SS Treatment Plan Goal Scrolling Free Text 24' field contains the value previously filed.
  64. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  65. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  66. Select the objective.
  67. Validate the 'SS Treatment Plan obj Scrolling Free Text 9' field contains the value previously filed.
  68. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  69. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  70. Select the intervention.
  71. Validate the 'SS Treatment Plan Int Scrolling Free Text 17' field contains the value previously filed.
  72. Validate the 'Staff Assigning' and 'Staff Responsible' field contains the value previously filed.
  73. Select any new value in the 'Staff Assigning' and 'Staff Responsible' fields.
  74. Click [Back to Plan Page].
  75. Select the desired value in the 'Plan Type' field.
  76. Select "Final" in the 'Treatment Plan Status' field and click [Submit].
  77. Validate all of the previously filed treatment plan data that was defaulted into this plan displays in the document routing TIFF image.
  78. Click [Accept].
  79. Enter the password for the logged in user and press the 'Enter' key.
  80. Validate the 'Treatment Plan' files successfully.
Topics
• Document Routing • Registry Settings • Treatment Plan