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Avatar CWS 2022 Update 83

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Product Update Form Description

The following issues are resolved: 1) The issue that may occur in the 'Vitals Entry' form when printing the Report where the 'Comments' entry associated to refused vitals is printing when the selecting "No" to the 'Display Refused Vitals' prompt. 2) The issue that may occur in 'Progress Notes' forms where the 'Note Addresses Which Existing Service/Appointment' and 'Select Draft Note To Edit' fields do not sort existing services or notes to edit in ascending order. 3) The 'Progress Notes' file process for 'Existing Appointment' and 'Existing Service' notes is updated to reduce excessive form locking.

Included Updates

14, 18, 20, 38, 39, 41, 58, 64, 66, 70, 71, 73

Required Updates

None

Details
NEW0 CHANGED0 FIXED3
Fixed (3)
'Vitals Entry' form - Vitals Reports
Ensure refused vitals do not display in the vitals report when selecting "No" for 'Display Refused Vitals' in the 'Vitals Entry' form.
Topics
• Vitals Entry
 
Progress Notes - 'Existing Appointment' and 'Existing Service' notes
Ensure the 'Progress Notes' file process works as expected for 'Existing Appointment' and 'Existing Service' notes.
Topics
• Progress Notes • Progress Notes (Group And Individual)
 
Progress Notes - 'Note Addresses Which Existing Service/Appointment' and 'Select Draft Note To Edit' fields
Ensure the 'Note Addresses Which Existing Service/Appointment' and 'Select Draft Note To Edit' fields are sorted in ascending order in Progress Note forms.
Topics
• Progress Notes
 
Acceptance Tests
AV-75218 Summary | Details
'Vitals Entry' form - Vitals Reports
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Report Viewer
  • Vitals Entry
Scenario 1: Vitals Entry Report - 'Display Refused Vitals' set to "No"
Specific Setup:
  • A client has refused and not refused vitals on file in 'Vitals Entry' (Client A).
Steps
  1. Select "Client A" and access the 'Vitals Entry' form.
  2. Select the "Vitals Reports" section.
  3. Select "All" in the 'Vital Sign(s) for Report' field.
  4. Enter a date that will include refused and not refused vitals in the 'Start Date' field.
  5. Enter the current time in the 'Start Time' field.
  6. Enter a date that will include refused and not refused vitals in the 'End Date' field.
  7. Enter the current time in the 'End Time' field.
  8. Select "No" in the 'Display Refused Vitals' field.
  9. Click [View Report].
  10. Validate the report does not include refused vitals or comments associated with refused vitals.
  11. Close the report and the form.
Topics
• Vitals Entry
AV-81556 Summary | Details
Progress Notes - 'Existing Appointment' and 'Existing Service' notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Dictionary Update (PM)
  • Document Routing Setup (PM)
  • Registry Settings (PM)
  • Scheduling Calendar - Status Update
  • Set System Defaults (CWS)
Scenario 1: 'Progress Notes (Group and Individual)' - File an existing service note
Specific Setup:
  • A client is enrolled in an existing episode and has multiple existing services on file and multiple draft notes on file (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Existing Service" in the 'Progress Note For' field.
  5. Validate the 'Note Addresses Which Existing Service/Appointment' field is sorted in ascending order.
  6. Select the desired service in the 'Note Addresses Which Existing Service/Appointment' field.
  7. Populate all required and desired fields.
  8. Select "Draft" in the 'Draft/Final' field.
  9. Click [File Note].
  10. Validate a message is displayed stating: Note Filed.
  11. Click [OK].
  12. Validate the 'Select Draft Note To Edit' field is sorted in ascending order.
  13. Select the note filed in the previous steps in the 'Draft Note To Edit' field.
  14. Validate all previously filed data is displayed.
  15. Update any desired fields.
  16. Select "Final" in the 'Draft/Final' field.
  17. Click [File Note].
  18. Validate a message is displayed stating: Note Filed.
  19. Click [OK] and close the form.
Scenario 2: Progress Notes (Group and Individual) - Validate 'Existing Appointment' notes when appointment status is updated
Specific Setup:
  • A client is enrolled in an active episode and have an appointment scheduled for the current date (Client A).
  • Document routing is enabled on the 'Progress Notes (Group and Individual)' form.
  • Must have "Independent Note" selected in the 'Disable Progress Notes Of Type' field in the 'Set System Defaults' form.
  • Must have a dictionary value of "On Hold" defined for the 'Appointment Status' dictionary in 'Dictionary Update'.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Existing Appointment in the 'Progress Note For' field.
  5. Select the existing appointment in the 'Note Addresses Which Existing Service/Appointment' field.
  6. Select any value in the 'Note Type' field.
  7. Enter any value in the 'Notes Field' field.
  8. Select "Draft" in the 'Draft/Final' field.
  9. Click [File Note].
  10. Validate a 'Progress Notes message' is displayed stating: "Note Filed".
  11. Click [OK] and close the form.
  12. Access the 'Scheduling Calendar' form.
  13. Right click on the existing appointment for "Client A" and click [Status Update].
  14. Select "On Hold" in the 'Appointment Status' field.
  15. Click [Submit] and [Dismiss].
  16. Access the 'Progress Notes (Group and Individual)' form.
  17. Select "Client A" in the 'Select Client' field.
  18. Select the draft note filed in the previous steps in the 'Select Draft Note To Edit' field.
  19. Validate all previously filed data is displayed.
  20. Select "Final" in the 'Draft/Final' field.
  21. Click [File Note].
  22. Validate an error message is displayed stating: The appointment this note addresses is on hold and is no longer available and notes of type 'Independent Note' are not allowed for this facility. You must select another appointment for this note.
  23. Click [OK].
  24. Validate a message is displayed stating: Filing Aborted.
  25. Click [OK] and close the form.
  26. Access the 'Scheduling Calendar' form.
  27. Right click on the existing appointment for "Client A" and click [Status Update].
  28. Select "Scheduled" in the 'Appointment Status' field.
  29. Click [Submit] and [Dismiss].
  30. Access the 'Progress Notes (Group and Individual)' form.
  31. Select "Client A" in the 'Select Client' field.
  32. Select the draft note filed in the previous steps in the 'Select Draft Note To Edit' field.
  33. Validate all previously filed data is displayed.
  34. Select "Final" in the 'Draft/Final' field.
  35. Click [File Note].
  36. Validate the document routing screen is displayed with the progress note data.
  37. Click [Accept] and enter the password for the logged in user.
  38. Validate a message is displayed stating: Note Filed.
  39. Close the form.
Topics
• Progress Notes
AV-82335 Summary | Details
Progress Notes - 'Note Addresses Which Existing Service/Appointment' and 'Select Draft Note To Edit' fields
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
Scenario 1: 'Progress Notes (Group and Individual)' - File an existing service note
Specific Setup:
  • A client is enrolled in an existing episode and has multiple existing services on file and multiple draft notes on file (Client A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Existing Service" in the 'Progress Note For' field.
  5. Validate the 'Note Addresses Which Existing Service/Appointment' field is sorted in ascending order.
  6. Select the desired service in the 'Note Addresses Which Existing Service/Appointment' field.
  7. Populate all required and desired fields.
  8. Select "Draft" in the 'Draft/Final' field.
  9. Click [File Note].
  10. Validate a message is displayed stating: Note Filed.
  11. Click [OK].
  12. Validate the 'Select Draft Note To Edit' field is sorted in ascending order.
  13. Select the note filed in the previous steps in the 'Draft Note To Edit' field.
  14. Validate all previously filed data is displayed.
  15. Update any desired fields.
  16. Select "Final" in the 'Draft/Final' field.
  17. Click [File Note].
  18. Validate a message is displayed stating: Note Filed.
  19. Click [OK] and close the form.
Topics
• Progress Notes