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Avatar CWS 2023 Update 10

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Product Update Form Description

The following issues are resolved: 1) The error "[SYNTAX]GetSavedValue+12^TXPlanAutosave" that may occur when selecting a Treatment Plan transcriber to-do. 2) The Treatment Plan registry setting "Status Default Code" has been removed. This functionality is now controlled by 'Site Specific Section Modeling'. 3) An issue that may prevent notes from being filed as 'Final' in Progress Notes forms when the 'Multiple Start and End Times to Document Sessions' registry setting enabled, and the duration does not match the start and end times.

Included Updates

2

Required Updates

None

Details
NEW0 CHANGED0 FIXED3
Fixed (3)
Treatment Plan - Status Code
The Treatment Plan registry setting "Status Default Code" has been removed and the functionality is now controlled by "Site Specific Section Modeling". KB0071033 v0.01
Topics
• NX • Treatment Plan
 
Treatment Plan - Transcriber ToDo
An issue has been resolved with Treatment Plans where The error "[SYNTAX]GetSavedValue+12^TXPlanAutosave" may occur when selecting a Treatment Plan transcriber to-do.
Topics
• NX • Treatment Plan
 
Progress Notes - Multiple Session Start and End Times
An issue has been resolved in progress notes when the registry setting 'Multiple Start and End Times to Document Sessions' is enabled there could be an issue with the service duration not matching start and end times. KB0072268 v0.01
Topics
• NX • Progress Notes • Progress Notes (Group And Individual) • Registry Settings
 
Acceptance Tests
AV-83797 Summary | Details
Treatment Plan - Status Code
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Clinical Document Viewer
  • Create New Treatment Plan
  • Document Routing Setup (PM)
  • Registry Settings (PM)
  • Site Specific Section Modeling (CWS)
  • Treatment Plan
  • Treatment Plan Number 7
  • User Definition
Scenario 1: Treatment Plan - Status Default
Specific Setup:
  • Test client admitted into an outpatient episode.
  • Using "Site Specific Section Modeling", access each of the sections of the "Treatment Plan" form and enable the "Default to Specific Value on Addition of a New Table Row" field and select the default value from "Default (Dictionary - Single Response)" drop down.
  • Using "Create New Treatment Plan" form, create a new treatment plan copy.
  • Using "User Definition", give the user access to the new treatment plan copy that was created.
  • Using "Site Specific Section Modeling", access each of the sections of the treatment plan copy form to disable the "Default to Specific Value on Addition of a New Table Row".
  • Using the "Document Routing Setup" form, enable document routing for the treatment plan copy.
Steps
  1. Open the "Registry Settings" form and check for the setting "Status Default Code".
  2. Validate the message "No Results found for Status Default Code" displays since this registry setting has been removed.
  3. Open the "Treatment Plan" form.
  4. Validate that on each of the sections of the treatment plan; problems, goals, objective, interventions, the "Status" field is populated with the value from the Site Specific Section Modeling "Status" field.
  5. Open the treatment plan copy that was created during this test.
  6. Validate that on each of the sections of the treatment plan; problems, goals, objective, interventions, the "Status" field is not defaulted.
Scenario 2: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client is enrolled in an existing episode (Client A)
  • The 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date is displayed in the 'Plan Date' field.
  4. Select the desired date in the 'Plan Date' field.
  5. Select the desired value in the 'Plan Type' field
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Validate "Draft" is now selected in the 'Current Status' field.
  8. Click [Launch Plan].
  9. Add a problem, goal, objective, and intervention.
  10. Click [Return to Plan] and [OK].
  11. Select "Final" in the 'Draft/Final' field.
  12. Select "Active" in the 'Current Status' field.
  13. Click [Submit].
  14. Validate a "Confirm Document" dialog is displayed for document routing.
  15. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized.
  16. Click [Accept].
  17. Enter the password and click [Verify].
  18. Select "Client A" and access the 'Treatment Plan' form.
  19. Select the record from the previous steps and click [Edit].
  20. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  21. Click [Yes].
  22. Validate the plan displays as expected and fields are disabled, except for the 'Current Status' field.
  23. Select "Completed" in the 'Current Status' field.
  24. Click [Submit].
  25. Validate a message is displayed stating: The following fields are updated: 'Current Status'.
  26. Click [OK].
  27. Select "Client A" and access the 'Treatment Plan' form.
  28. Select the record from the previous steps and click [Edit].
  29. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  30. Click [Yes].
  31. Validate "Completed" is selected in the 'Current Status' field.
  32. Close the form.
Topics
• NX • Treatment Plan
AV-86311 Summary | Details
Treatment Plan - Transcriber ToDo
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • Practitioner Enrollment
  • Treatment Plan
  • User Definition
  • User Role Definition
  • Registry Settings (PM)
  • Treatment Plan Number 1
Scenario 1: Episodic Treatment Plans - Transcriber Default Author
Specific Setup:
  • Using the "Practitioner Enrollment" form, create 8 practitioners.
  • Admit a client into an outpatient episode, populate the "Attending Practitioner" field with the staff designated as "Practitioner 1" and designate this "Client A".
  • Admit a client into an outpatient episode, do not populate the "Attending Practitioner" field and designate this "Client B".
  • Using "User Role Definition" add or edit a user role to give users access to the form being tested, to not allow customization and to designate the user role as a transcriber and set the "Default Author" to "Practitioner 3". Designate this "User Role A".
  • Set up a user for each of the 8 practitioners using "User Definition".
  • User 1 must be "Practitioner 1" and should not be a transcriber on the "Document Routing" section.
  • User 2 must be "Practitioner 2" and should not be a transcriber on the "Document Routing" section.
  • User 3 must be "Practitioner 3" and should not be a transcriber on the "Document Routing" section.
  • User 4 must be "Practitioner 4" and should be designated a transcriber on the "Document Routing" section and should have "Practitioner 2" assigned as "Default Author" on the "Document Routing" section.
  • User 5 must be "Practitioner 5" and should be assigned to "User Role A" and designated a transcriber on the "Document Routing" section.
  • User 6 must be "Practitioner 6" and must be designated a transcriber but should have no "Default Author" defined on the "Document Routing" section.
  • User 7 must be "Practitioner 7", should be assigned to "User Role A" and should be designated a transcriber and should have the "Default Author" set to "Practitioner 3" on the "Document Routing" section.
  • User 8 must be "Practitioner 8", should be assigned to "User Role A" and should be designated a transcriber, the "Default Author" should be set to "Practitioner 2" on the "Document Routing" section.
  • All users must be given access to the form being tested on the "Forms and Table" section of the "User Definition" form.
  • All users must be set up to have a home view that contains the "MyToDo's" widget.
  • Using the "Document Routing Setup" form, enable document routing and allow transcriber for the form being tested.
Steps
  1. Test 1: User who is a transcriber, but has no default author assigned, client who has no attending practitioner. The result is the Select Author field will be blank.
  2. Login as "User 6".
  3. Using the "Treatment Plan" form, generate a progress note for "Client B" and set it to final.
  4. Validate the "Select Author" field is blank.
  5. Set "Select Author" to "User/Practitioner 2".
  6. Log off and login as "User/Practitioner 2".
  7. Navigate to the "myToDo's" widget.
  8. Select the transcription note that has transferred to this practitioner.
  9. Finalize the note and sign it.
  10. Open the "Clinical Document Viewer" form.
  11. Validate the form displays and prints.
  12. Validate the author column is correctly populated with the author in the SQL table "DocR.transcriber".
  13. Test 2: User who is a transcriber, and has a default author assigned in the "User Definition" form, client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" in the "User Definition".
  14. Login as "User 4".
  15. Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  16. Validate "Select Author" defaults to "User/Practitioner 2".
  17. Log off and login as "User/Practitioner 2".
  18. Navigate to the "myToDo's" widget.
  19. Select the transcription note that has transferred to this practitioner.
  20. Finalize the note and sign it.
  21. Open the "Clinical Document Viewer" form.
  22. Validate the form displays and prints.
  23. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  24. Test 3: User who is a transcriber, is assigned to a default author assigned in the "User Definition" form, is also assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's default author from "User Definition".
  25. Login as "User 8".
  26. Using the "Treatment Plan" form, generate a progress note for "Client B" and set it to final.
  27. Validate "Select Author" defaults to "User/Practitioner 2".
  28. Log off and login as "User/Practitioner 2".
  29. Navigate to the "myToDo's" widget.
  30. Select the transcription note that has transferred to this practitioner.
  31. Finalize the note and sign it.
  32. Open the "Clinical Document Viewer" form.
  33. Validate the form displays and prints.
  34. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  35. Test 4: User who is a transcriber, is assigned to a user role that has default author assigned, and has the same default author assigned on the user definition form and client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" from the "User Definition" form.
  36. Login as "User 7".
  37. Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  38. Validate "Select Author" defaults to "User/Practitioner 2".
  39. Log off and login as "User/Practitioner 2".
  40. Navigate to the "myToDo's" widget.
  41. Select the transcription note that has transferred to this practitioner.
  42. Finalize the note and sign it.
  43. Open the "Clinical Document Viewer" form.
  44. Validate the form displays and prints.
  45. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  46. Test 5: User who is a transcriber, is assigned to a user role that has default author assigned, client who has an attending practitioner. The result is the Select Author field will default to the "Default Author" from the "User Role Definition".
  47. Login as "User 5".
  48. Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  49. Validate "Select Author" defaults to "User/Practitioner 3".
  50. Log off and login as "User/Practitioner 3".
  51. Navigate to the "myToDo's" widget.
  52. Select the transcription note that has transferred to this practitioner.
  53. Finalize the note and sign it.
  54. Open the "Clinical Document Viewer" form.
  55. Validate the form displays and prints.
  56. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  57. Test 6: User who is a transcriber, is assigned to a user role that has a default author assigned and a client who does not have an attending practitioner. The result is the Select Author field will default to the user's user role default author from "User Role Definition".
  58. Login as "User 5".
  59. Using the "Treatment Plan" form, generate a progress note for "Client B" and set it to final.
  60. Validate "Select Author" defaults to "User/Practitioner 3".
  61. Log off and login as "User/Practitioner 3".
  62. Navigate to the "myToDo's" widget.
  63. Select the transcription note that has transferred to this practitioner.
  64. Finalize the note and sign it.
  65. Open the "Clinical Document Viewer" form.
  66. Validate the form displays and prints.
  67. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  68. Test 7: User who is a transcriber, has no "Default Author" in "User Definition" and a client who does not have an attending practitioner. The result is the Select Author field will default to blank.
  69. Login as "User 6".
  70. Using the "Treatment Plan" form, generate a progress note for "Client B" and set it to final.
  71. Validate "Select Author" defaults to "User/Practitioner 2".
  72. Log off and login as "User/Practitioner 2".
  73. Navigate to the "myToDo's" widget.
  74. Select the transcription note that has transferred to this practitioner.
  75. Finalize the note and sign it.
  76. Open the "Clinical Document Viewer" form.
  77. Validate the form displays and prints.
  78. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  79. Test 8: User who is a transcriber, has no "Default Author" defined client who has an attending practitioner. Author rejected the initial note and returned to transcriber for corrections.
  80. Login as "User 6".
  81. Using the "Treatment Plan" form, generate a progress note for "Client A" and set it to final.
  82. Validate "Select Author" defaults to "User/Practitioner 2".
  83. Log off and login as "User/Practitioner 2".
  84. Navigate to the "myToDo's" widget.
  85. Select the transcription note that has transferred to this practitioner.
  86. Reject the note to send it back to the transcriber.
  87. Log off and login as "User 6".
  88. Navigate to the "myToDo's" widget.
  89. Open the "Treatment Plan" form from the myToDo's item.
  90. Correct and finalize the note.
  91. Validate "Select Author" defaults to "User/Practitioner 2".
  92. Log off and login as "User 2".
  93. Finalize the progress note.
  94. Navigate to the "myToDo's" widget.
  95. Select the transcription note that has transferred to this practitioner.
  96. Finalize the progress note.
  97. Open the "Clinical Document Viewer" form.
  98. Validate the form displays and prints.
  99. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
Scenario 2: Treatment Plan - Transcriber and AutoSave
Specific Setup:
  • Enable the registry setting "Enable Automatic Backup".
  • Open the "User Definition" form.
  • Designate one user as a transcriber.
  • Designate another user as the "Default Author"
  • Open the "Document Routing Setup".
  • Enable document routing for the "Treatment Plan" or copy of a treatment plan form.
  • Admit a test client into any episode.
Steps
  1. Log into Avatar as the user designated as the transcriber.
  2. Open the "Treatment Plan" or copy of a treatment plan form.
  3. Create a treatment plan and finalize it.
  4. Route it to the default author.
  5. Log out of Avatar.
  6. Log in as the default author the document was routed to.
  7. Navigate to the "myToDo's" widget.
  8. Finalize the document by setting "Draft/Final" to "Final".
  9. Sign or Accept the document.
  10. Open the "Clinical Document Viewer" form.
  11. Retrieve the document that was just saved.
  12. Validate it displays as it was saved.
Topics
• NX • Treatment Plan
AV-86539 Summary | Details
Progress Notes - Multiple Session Start and End Times
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Dynamic Form - Document Routing Setup - Select Form
  • Dynamic Form - Duplicate Service
  • Dynamic Form - Progress Notes
  • Progress Notes (Group and Individual)
  • Registry Settings (CWS)
  • Admission
  • Clinical Document Viewer
  • Registry Settings (PM)
Scenario 1: Progress Notes (Group and Individual) - validate session start/end times
Specific Setup:
  • Client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Registry Settings' form.
  2. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Multiple Start and End Times".
  3. Click [View Registry Settings].
  4. Select "Multiple Start and End Times to Document Sessions".
  5. Click [OK].
  6. Set the 'Registry Setting Value' to "Y".
  7. Click [Submit] and close the form.
  8. Access the 'Progress Notes (Group and Individual)' form.
  9. Select "Client A" and the desired episode.
  10. Select "New Service" in the 'Progress Note For' field.
  11. Set the 'Session Start Time' and Session End Time' to the desired values and click [Add/Update Time].
  12. Validate the 'Service Duration' field contains the associated value.
  13. Select the 'myDay' view.
  14. Navigate back to the open 'Progress Note' form.
  15. Validate the 'Start/End Time(s)' field contains the value from the previous steps.
  16. Edit any desired fields.
  17. Select the 'myDay' view.
  18. Navigate back to the open 'Progress Note' form.
  19. Validate any changes were saved.
  20. Submit the note and close the form.
  21. Access the 'Registry Settings' form.
  22. Set the 'Limit Registry Settings to the Following Search Criteria' field to "Multiple Start and End Times".
  23. Click [View Registry Settings].
  24. Select "Multiple Start and End Times to Document Sessions".
  25. Click [OK].
  26. Set the 'Registry Setting Value' to "N".
  27. Click [Submit] and close the form.
  28. Access the 'Progress Notes (Group and Individual)' form.
  29. Select "Client A" and the desired episode.
  30. Select "New Service" in the 'Progress Note For' field.
  31. Set the 'Service Start Time' and 'Service End Time' fields to the desired value.
  32. Select the 'myDay' view.
  33. Navigate back to the open 'Progress Note' form.
  34. Validate the 'Service Start Time' and 'Service End Time' are saved.
  35. Submit the note and close the form.
Scenario 2: Progress Notes (Group and Individual) - Multiple Session Start and End times
Specific Setup:
  • Disable the registry setting "Allow Start - End Times to Extend Beyond Midnight".
  • Enable the registry setting "Multiple Start and End Times to Document Sessions".
  • Set the registry setting "Recalculate Service Duration When Service Start - End Times Updated" to "1&2&3&4".
  • Using "Document Routing Setup", enable document routing for the "Progress Notes (Group and Individual)" form.
  • Admit a test client.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Create an individual progress note for a "New Service".
  3. Enter in multiple session start - end times.
  4. Validate the "Service Duration" field equals the totals of the multiple session times.
  5. Finalize the note.
  6. Open the "Clinical Document Viewer" form.
  7. Validate the document that was just filed can be retrieved and displayed.
Topics
• NX • Progress Notes • Progress Notes (Group And Individual) • Registry Settings