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Avatar CWS 2022 Update 87

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Recommended Update Level

Avatar CWS 2022 Update 73

Product Update Form Description

The error '[SUBSCRIPT]checkApptvsNOT+67^CWSAPI' that may occur in the 'Progress Notes (Group and Individual)' form when a Draft note is selected, is resolved.

Included Updates

70, 73

Required Updates

Avatar CWS 2022 Update 73
Details
NEW0 CHANGED0 FIXED1
Fixed (1)
'Progress Notes (Group and Individual)' modified for registry setting 'Attach Selected Appointment To Notes On Draft'.
An issue is resolved to ensure successful filing of filing Progress Notes (Group and Individual) when Registry Setting 'Attach Selected Appointment To Notes On Draft' is set to '2'.
Topics
• Add New Appointment • Progress Notes • Registry Settings
 
Acceptance Tests
AV-82350 Summary | Details
'Progress Notes (Group and Individual)' modified for registry setting 'Attach Selected Appointment To Notes On Draft'.
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • HomeView - My To Do's widget
  • Progress Notes (Group and Individual)
  • Scheduling Calendar
Scenario 1: Validate 'Progress Notes (Group and Individual) when registry setting 'Attach Selected Appointment To Notes on Draft' registry setting when set to '2'.
Specific Setup:
  • An appointment is on file for any test client.
  • Registry Setting 'Attach Selected Appointment To Notes on Draft' is set to '2'. Note: as with any Registry Setting, use caution when enabling this setting if it does not apply to your agency workflow.
Steps
  1. Create a progress note against an appointment for the test client using 'Progress Notes (Group and Individual)' form.
  2. File the note as 'Draft'.
  3. Close the form.
  4. Return to the 'Scheduling Calendar'.
  5. Edit the appointment and change the 'Location'.
  6. Open the 'Progress Notes (Group and Individual)' form.
  7. Select the test client and select the 'Draft' note from the 'Select Draft Note to Edit' field.
  8. Verify the 'Location' is correct.
  9. Edit the note as needed.
  10. File the note as 'Final'.
  11. Close the form.
  12. Open the 'Progress Note (Group and Individual)' in the client Chart View.
  13. Verify the data in the note is correct.
Scenario 2: Validate 'Progress Notes (Group and Individual) when registry setting 'Attach Selected Appointment To Notes on Draft' registry setting when set to '1'.
Specific Setup:
  • An appointment is on file for any test client.
  • Registry Setting 'Attach Selected Appointment To Notes on Draft' is set to '1'. Note: as with any Registry Setting, use caution when enabling this setting if it does not apply to your agency workflow.
Steps
  1. Create a progress note against an appointment for the test client using 'Progress Notes (Group and Individual)' form.
  2. File the note as 'Draft'.
  3. Close the form.
  4. Return to the 'Scheduling Calendar'.
  5. Edit the appointment and change the 'Location'.
  6. Open the 'Progress Notes (Group and Individual)' form.
  7. Select the test client and select the 'Draft' note from the 'Select Draft Note to Edit' field.
  8. Verify the 'Location' is correct.
  9. Edit the note as needed.
  10. File the note as 'Final'.
  11. Close the form.
  12. Open the 'Progress Note (Group and Individual)' in the client Chart View.
  13. Verify the data in the note is correct.
Topics
• Add New Appointment • Progress Notes • Registry Settings