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Avatar CWS 2023 Update 100

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2023 Monthly Release 2023.04.00
Avatar CWS 2023 Update 42
RADplus 2023 Monthly Release 2023.04.00

Product Update Description

The following issues are resolved: 1) An issue in 'Treatment Plan' forms that may prevent treatment plan items from properly deleting when the registry setting 'Enable Automatic Backup' is enabled. 2) An issue in 'Treatment Plan' forms that may incorrectly cause the message "Cannot finalize plan until the following required fields are completed" to appear when finalizing treatment plans after CWS 2023 Update 42 is installed.

Required Updates

None

Included Updates

2, 10, 42

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Treatment Plan - Item Deletion
An issue has been resolved in 'Treatment Plan' forms that may prevent treatment plan items from properly deleting when the registry setting 'Enable Automatic Backup' is enabled. KB0075857 v0.01
Topics
• Treatment Plan
 
Treatment Plan - Finalizing Plans
An issue is resolved in 'Treatment Plan' forms that may incorrectly cause the message "Cannot finalize plan until the following required fields are completed" to appear when finalizing treatment plans. KB0075770 v0.01
Topics
• NX • Treatment Plan
 
Acceptance Tests
AV-94244 Summary | Details
Treatment Plan - Item Deletion
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Treatment Plan
  • Treatment Plan Deletion
Scenario 1: Treatment Plan - validate toggling of the 'Enable Automatic Backup' registry setting
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).
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Enter the desired value in the 'Plan Name' field.
  4. Select the desired value in the 'Plan Type' field.
  5. Select "Draft" in the 'Treatment Plan Status' field.
  6. Click [Launch Plan].
  7. Add a new problem and populate all required and desired fields.
  8. Click [Back To Plan Page] and close the form.
  9. Select “Client A” and access the ‘Treatment Plan’ form.
  10. 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?"
  11. Click [Yes].
  12. Validate the backed up treatment plan data displays.
  13. Leave the form open.
  14. Access the 'Registry Settings' form.
  15. Enter "Enable Automatic Backup" in the 'Limit Registry Settings To The Following Search Criteria' field.
  16. Click [View Registry Settings].
  17. Enter "N" in the 'Registry Setting Value' field.
  18. Click [Submit] and close the form.
  19. Navigate back to the 'Treatment Plan' form.
  20. Click [Submit].
  21. Select "Client A" and access the 'Treatment Plan' form.
  22. Validate the pre-display contains the draft filed in the previous steps.
  23. Click [Edit].
  24. Validate the previously filed data is displayed.
  25. Close the form.
Scenario 2: Treatmetn Plan Copy - Enable Automatic Backup Registry Setting - Item Deletion
Specific Setup:
  • The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must have an active episode. (Client A).
  • Using the "Create New Treatment Plan" form, create a copy of the treatment plan.
  • The Treatment Plan copy form must be enabled for document routing.
Steps
  1. Select “Client A” and access the Treatment Plan Copy form.
  2. Set the ‘Plan Date’ field to the current date.
  3. Set the ‘Plan Name’ field to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Set the ‘Problem Code’ field to any value.
  8. Select “Active” in the ‘Status (Problem List)’ field.
  9. Set the ‘Problem’ field to any value
  10. Select any value in the ‘Status’ field and click [Add New Goal].
  11. Set the ‘Goal’ field to any value.
  12. Select any value in the ‘Status’ field and click [Add New Objective].
  13. Set the ‘Objective’ field to any value.
  14. Select any value in the ‘Status’ field and click [Add New Intervention].
  15. Set the ‘Intervention’ field to any value.
  16. Select any value in the ‘Status’ field and click [Back to Plan Page].
  17. Click [Submit].
  18. Select “Client A” and access the Treatment Plan Copy form.
  19. Select the treatment plan previously filed and click [Edit].
  20. Validate the ‘Plan Date’ field contains the current date.
  21. Validate the ‘Plan Name’ field contains the plan name previously filed.
  22. Validate the ‘Plan Type’ contains the value previously filed.
  23. Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan].
  24. Validate the Tree View contains the problem, goal, objective, and intervention added in the previous steps.
  25. Validate [Delete Items Selected] is disabled.
  26. Click [Add New Problem].
  27. Set the ‘Problem Code’ field to any value.
  28. Select “Active” in the ‘Status (Problem List)’ field.
  29. Set the ‘Problem’ field to any value
  30. Select any value in the ‘Status’ field and click [Add New Goal].
  31. Set the ‘Goal’ field to any value.
  32. Select any value in the ‘Status’ field and click [Add New Objective].
  33. Set the ‘Objective’ field to any value.
  34. Select any value in the ‘Status’ field and click [Add New Intervention].
  35. Set the ‘Intervention’ field to any value.
  36. Select any value in the ‘Status’ field and click [Back to Plan Page].
  37. Close the form.
  38. Select “Client A” and access the Treatment Plan Copy form.
  39. Select the plan previously filed and click [Edit].
  40. Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted back of this plan from [the current date] at [the current time]. Would you like to load it?" and click [Yes].
  41. Click [Launch Plan].
  42. Validate the Tree View contains the problem, goal, objective, and intervention added in the previous steps and the problem, goal, objective, and intervention loaded from the backup.
  43. Select the 2nd intervention item in the Tree View.
  44. Validate the [Delete Item Selected] is enabled.
  45. Click [Back to Plan Page] and close the form.
  46. Access the ‘Registry Setting (PM)’ form.
  47. Set the ‘Limit Registry Settings to the Following Search Criteria’ field to “Enable Automatic Backup” and click [View Registry Settings].
  48. Validate the ‘Registry Setting’ field contains “Avatar CWS ->Treatment Plan->->->->Enable Automatic Backup”.
  49. Validate the ‘Registry Setting Value’ field contains “Y”.
  50. Set the ‘Registry Setting Value’ field to “YD” and click [Submit].
  51. Close the form.
  52. Select “Client A” and access the Treatment Plan Copy form.
  53. Select the plan previously field and click [Edit].
  54. Click [Yes] in the ‘Load From Backup’ dialog.
  55. Click [Launch Plan].
  56. Select the 1st intervention item in the Tree View.
  57. Validate [Delete Item Selected] is enabled.
  58. Select the 2nd intervention item in the Tree View.
  59. Validate [Delete Item Selected] is enabled.
  60. Click [Delete Item Selected].
  61. Validate the ‘Warning’ dialog is displayed with a message stating: “Item Deleted” and click [OK].
  62. Select the 1st intervention item in the Tree View and click [Delete Item Selected].
  63. Click [Back to Plan Page] and [Submit].
  64. Select “Client A” and access the ‘Treatment Plan’ form.
  65. Select the plan previously field and click [Edit].
  66. Click [Launch Plan].
  67. Validate the two intervention items are not displayed in the Tree View.
  68. Close the form.
  69. Open the "Registry Settings" form.
  70. Set the registry setting "Enable Automatic Backup" to "YD".
  71. Submit the form to file the form.
  72. Select "Client A" and access the Treatment Plan Copy form.
  73. Create a new treatment plan.
  74. Select 2 problems from the "Problem List" table.
  75. Click "Launch Plan".
  76. Add multiple goals, objectives, and interventions to the first problem listed.
  77. Click "Return to Plan Page".
  78. Set the "Status" field to "Draft".
  79. Click "Submit".
  80. Open the Treatment Plan Copy form for the same client.
  81. Select the plan that was saved in Draft status.
  82. Click "Launch Plan".
  83. Click "Return to Plan Page".
  84. Click "Discard".
  85. Open the Treatment Plan Copy form for the same client.
  86. Select the plan that was saved in Draft status.
  87. Respond "No" to the 'Default from Back Up' message.
  88. Click "Launch Plan Page".
  89. Delete the interventions, objectives, and goals for the first problem in the treatment plan.
  90. Click "Return to Plan Page".
  91. Click "Submit" and save the plan in draft.
  92. Open the Treatment Plan Copy form for the same client.
  93. Select the plan that was saved in Draft status.
  94. Click "Launch Plan".
  95. Click "Return to Plan Page".
  96. Click "Discard".
  97. Open the Treatment Plan Copy form for the same client.
  98. Select the plan that was saved in Draft status.
  99. Respond "No" to the 'Default from Back Up' message.
  100. Click "Launch Plan Page".
  101. Delete the 2nd problem on the treatment plan.
  102. Click "Return to Plan Page".
  103. Click "Submit".
  104. Open the Treatment Plan Copy form for the same client.
  105. Select the plan that was saved in Draft status.
  106. Respond "No" to the 'Default from Back Up' message.
  107. Validate the 2nd problem is no longer checked in the "Problem List" table.
  108. Click "Launch Plan Page".
  109. Validate the deleted problem isn't listed in the tree view of the plan.
  110. Set the "Status" to "Final".
  111. Click "Submit".
  112. Click "Accept".
  113. Open the "Clinical Document Viewer".
  114. Validate one can view the treatment plan that was just finalized.
Topics
• Treatment Plan
AV-94662 Summary | Details
Treatment Plan - Finalizing Plans
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Client
  • Registry Settings (PM)
  • Treatment Plan Deletion
Scenario 1: Treatment Plan - Field Data Validations
Specific Setup:
  • Have a treatment plan with a 'disabled ' field, set up as the last field in the Problem, Goals, Objective or Interventions sections. For example, a disabled "Scrolling Free Text" field.
  • Have another field set up right before the disabled last field in each section, that requires a selection or input type entry. For example, a "Site Specific" dictionary or integer field.
  • Registry Setting "Enable Service Entry Restrictions by Client Treatment Plan "is set to "S".
  • Registry Setting "Activate Program/Service Code Filter" = "Y".
Steps
  1. Open the "Treatment Plan" form:
  2. Search and select a client in the 'Select Client' field.
  3. Enter a plan name in the "Plan Name" field.
  4. Enter the current date in the 'Plan Date' field.
  5. Select any value from the 'Plan Type' field.
  6. Select "Draft" from the "Treatment Plan Status" field.
  7. Click [Launch Plan].
  8. Click [Add New Problem].
  9. Enter any value in the 'Problem Code' field.
  10. Enter any value in the 'Problem' field.
  11. Enter the current date in the 'Date of Onset' field.
  12. Select "Active" from the "Status (Problem List)" field.
  13. Populate any other desired fields, except for the last two fields in the section.
  14. Navigate to the next to last field, which should be the one located right before the disabled field, as outline in the setup section.
  15. Select or input a value in the next to last field in the section.
  16. Click the 'Tab' key.
  17. Click [Back to Plan Page].
  18. Validate all data enter on the main section is populated as expected.
  19. Click [Launch Plan].
  20. Select the "Problem" added in step 1g.
  21. Validate all the fields are populated in the section as expected, including the value populated in next to last field of the section.
  22. Click [Add New Goal].
  23. Populate all the required and desired fields in the section, except for the last two fields in the section.
  24. Repeat steps 1m -1q.
  25. Validate the results are as expected.
  26. Click [Add New Objective].
  27. Populate all the required and desired fields in the section, except for the last two fields in the section.
  28. Repeat steps 1m-1q.
  29. Validate the results are as expected.
  30. Click [Add New Intervention].
  31. Populate all the required and desired fields in the section, except for the last two fields in the section.
  32. Repeat steps 1m-1q.
  33. Validate the results are as expected.
  34. Click [Back to Plan Page].
  35. Click [Submit].
  36. Open the "Treatment Plan" form:
  37. Search and select the same client used in the prior step, in the 'Select Client' field.
  38. Select the treatment plan just filed.
  39. Validate all data enter on the main section is populated as expected.
  40. Click to the view data field in "Problems", "Goals", "Objectives" and "Interventions" sections.
  41. Validate all data filed is present, as expected.
  42. Open the "Treatment Plan" form:
  43. Create another treatment plan for the client.
  44. Fill out the Problem and Intervention sections.
  45. In the Intervention, add some "Assigned Services".
  46. Delete the services that were just entered.
  47. Validate all the service rows were deleted.
  48. Click "Back to Plan Page".
  49. At this point, you can either finalize the form or you can Click "Close Form".
Scenario 2: Treatment Plan - 'Enable Automatic Backup' registry setting - Item Deletion
Specific Setup:
  • The 'Avatar CWS-> Treatment Plan->->->->Enable Automatic Backup' registry setting must be set to "Y".
  • A client must have an active episode. (Client A)
  • The Treatment Plan form must be enabled for document routing.
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’ field to any value.
  4. Select any value in the ‘Plan Type’ field.
  5. Select “Draft” in the ‘Treatment Plan Status’ field and click [Launch Plan].
  6. Click [Add New Problem].
  7. Set the ‘Problem Code’ field to any value.
  8. Select “Active” in the ‘Status (Problem List)’ field.
  9. Set the ‘Problem’ field to any value
  10. Select any value in the ‘Status’ field and click [Add New Goal].
  11. Set the ‘Goal’ field to any value.
  12. Select any value in the ‘Status’ field and click [Add New Objective].
  13. Set the ‘Objective’ field to any value.
  14. Select any value in the ‘Status’ field and click [Add New Intervention].
  15. Set the ‘Intervention’ field to any value.
  16. Select any value in the ‘Status’ field and click [Back to Plan Page].
  17. Click [Submit].
  18. Select “Client A” and access the ‘Treatment Plan’ form.
  19. Select the treatment plan previously filed and click [Edit].
  20. Validate the ‘Plan Date’ field contains the current date.
  21. Validate the ‘Plan Name’ field contains the plan name previously filed.
  22. Validate the ‘Plan Type’ contains the value previously filed.
  23. Validate “Draft” is selected in the ‘Treatment Plan Status’ field and click [Launch Plan].
  24. Validate the Tree View contains the problem, goal, objective, and intervention added in the previous steps.
  25. Validate [Delete Items Selected] is disabled.
  26. Click [Add New Problem].
  27. Set the ‘Problem Code’ field to any value.
  28. Select “Active” in the ‘Status (Problem List)’ field.
  29. Set the ‘Problem’ field to any value
  30. Select any value in the ‘Status’ field and click [Add New Goal].
  31. Set the ‘Goal’ field to any value.
  32. Select any value in the ‘Status’ field and click [Add New Objective].
  33. Set the ‘Objective’ field to any value.
  34. Select any value in the ‘Status’ field and click [Add New Intervention].
  35. Set the ‘Intervention’ field to any value.
  36. Select any value in the ‘Status’ field and click [Back to Plan Page].
  37. Close the form.
  38. Select “Client A” and access the ‘Treatment Plan’ form.
  39. Select the plan previously filed and click [Edit].
  40. Validate the ‘Load From Backup’ dialog is displayed with a message stating: "You have an unsubmitted back of this plan from [the current date] at [the current time]. Would you like to load it?" and click [Yes].
  41. Click [Launch Plan].
  42. Validate the Tree View contains the problem, goal, objective, and intervention added in the previous steps and the problem, goal, objective, and intervention loaded from the backup.
  43. Select the 2nd intervention item in the Tree View.
  44. Validate the [Delete Item Selected] is enabled.
  45. Click [Back to Plan Page] and close the form.
  46. Access the ‘Registry Setting (PM)’ form.
  47. Set the ‘Limit Registry Settings to the Following Search Criteria’ field to “Enable Automatic Backup” and click [View Registry Settings].
  48. Validate the ‘Registry Setting’ field contains “Avatar CWS ->Treatment Plan->->->->Enable Automatic Backup”.
  49. Validate the ‘Registry Setting Value’ field contains “Y”.
  50. Set the ‘Registry Setting Value’ field to “YD” and click [Submit].
  51. Close the form.
  52. Select “Client A” and access the ‘Treatment Plan’ form.
  53. Select the plan previously field and click [Edit].
  54. Click [Yes] in the ‘Load From Backup’ dialog.
  55. Click [Launch Plan].
  56. Select the 1st intervention item in the Tree View.
  57. Validate [Delete Item Selected] is enabled.
  58. Select the 2nd intervention item in the Tree View.
  59. Validate [Delete Item Selected] is enabled.
  60. Click [Delete Item Selected].
  61. Validate the ‘Warning’ dialog is displayed with a message stating: “Item Deleted” and click [OK].
  62. Select the 1st intervention item in the Tree View and click [Delete Item Selected].
  63. Click [Back to Plan Page] and [Submit].
  64. Select “Client A” and access the ‘Treatment Plan’ form.
  65. Select the plan previously field and click [Edit].
  66. Click [Launch Plan].
  67. Validate the two intervention items are not displayed in the Tree View.
  68. Close the form.
  69. Open the "Registry Settings" form.
  70. Set the registry setting "Enable Automatic Backup" to "YD".
  71. Submit the form to file the form.
  72. Select "Client A" and access the "Treatment Plan" form.
  73. Create a new treatment plan.
  74. Select 2 problems from the "Problem List" table.
  75. Click "Launch Plan".
  76. Add multiple goals, objectives, and interventions to the first problem listed.
  77. Click "Return to Plan Page".
  78. Set the "Status" field to "Draft".
  79. Click "Submit".
  80. Open the "Treatment Plan" form for the same client.
  81. Select the plan that was saved in Draft status.
  82. Click "Launch Plan".
  83. Click "Return to Plan Page".
  84. Click "Discard".
  85. Open the "Treatment Plan" form for the same client.
  86. Select the plan that was saved in Draft status.
  87. Respond "No" to the 'Default from Back Up' message.
  88. Click "Launch Plan Page".
  89. Delete the interventions, objectives, and goals for the first problem in the treatment plan.
  90. Click "Return to Plan Page".
  91. Click "Submit" and save the plan in draft.
  92. Open the "Treatment Plan" form for the same client.
  93. Select the plan that was saved in Draft status.
  94. Click "Launch Plan".
  95. Click "Return to Plan Page".
  96. Click "Discard".
  97. Open the "Treatment Plan" form for the same client.
  98. Select the plan that was saved in Draft status.
  99. Respond "No" to the 'Default from Back Up' message.
  100. Click "Launch Plan Page".
  101. Delete the 2nd problem on the treatment plan.
  102. Click "Return to Plan Page".
  103. Click "Submit".
  104. Open the "Treatment Plan" form for the same client.
  105. Select the plan that was saved in Draft status.
  106. Respond "No" to the 'Default from Back Up' message.
  107. Validate the 2nd problem is no longer checked in the "Problem List" table.
  108. Click "Launch Plan Page".
  109. Validate the deleted problem isn't listed in the tree view of the plan.
  110. Set the "Status" to "Final".
  111. Click "Submit".
  112. Click "Accept".
  113. Open the "Clinical Document Viewer".
  114. Validate one can view the treatment plan that was just finalized.
Topics
• NX • Treatment Plan