Treatment Plan Interventions - 'Assigned Services' grid
Scenario 1: Treatment Plan (Interventions) - "Assigned Services" grid functionality
Specific Setup:
- The client must be admitted to an active episode. (Client A).
- Registry setting 'Avatar CWS->Treatment Plan->->->->Enable Service Entry Restriction by Client Treatment Plan' must be enabled.
- Registry setting 'Avatar PM->System Maintenance->Program Maintenance->->->Activate Program/Service Code Filter' must be enabled.
- Document routing must be enabled for the 'Treatment Plan' form through 'Document Routing Setup'.
Steps
- Select "Client A" and access the 'Treatment Plan' form.
- Click [Add].
- Set the 'Plan Date' field to the current date.
- Select any value in the 'Plan Type' field.
- Select any value from the 'Problem List'.
- Enter any value in the 'Strengths' field.
- Enter any value in the 'Weakness' field.
- Enter any value in the 'Discharge Planning' field.
- Select "Draft" in the 'Draft/Final' field.
- Click [Launch Plan].
- Select the problem from the 'Tree View'.
- Select any value from the 'Status' field.
- Validate that all the fields display as expected.
- Add a 'Goal' and 'Objective' if desired and validate the fields display as expected.
- Click [Add New Intervention].
- Enter any value in the 'Intervention' text field.
- Select any value from the 'Status' field.
- Click [Add Service] in the 'Assigned Services' field.
- Validate the 'Assigned Services' gird fields are displayed in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
- Populate the 'Service Program' field.
- Enter a search value in the 'Service Code' field to bring up the listing of service code values.
- Select any service code.
- Validate that the service code field is populated as expected in the 'Service Code' field.
- Select any value in the 'Frequency' field.
- Select any value in the 'Duration' field.
- Enter any value in the 'Amount' field.
- Select any value in the 'Service Mode' field.
- Select any value in the 'Place of Service field.
- Enter and value in the 'Agency and Staff Responsible' field.
- Click [Add Service] in the 'Assigned Services' field.
- Populate all desired fields.
- Click [Return To Plan].
- Click [Submit].
- Select "Client A" and access the Chart View.
- Select "Treatment Plan" from the 'Forms List'.
- Validate the draft 'Treatment Plan' data filed in the previous steps is displayed.
- Validate the 'Assigned Services' field contains the data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
- Close the chart.
- Select "Client A" and access the 'Treatment Plan' form.
- Click to edit the row just submitted.
- Click [Launch Plan].
- Click the 'Interventions' item on the plan tree.
- Click [Add New Intervention].
- Enter any value in the 'Intervention' text field.
- Select any value from the 'Status' field.
- In the 'Assigned Services' grid, click [Copy Service].
- In the 'Add Services From Other Interventions' dialog, choose the service added in the intervention previously submitted.
- Click [Copy].
- Validate that the 'Assigned Services' grid columns are populated with the service information, as expected.
- Click [Copy Service].
- Validate that the service previously copied is disabled and select the remaining service.
- Validate the services display as expected and neither are duplicated.
- Select the 'Assigned Services' row just added.
- Click the [Delete Service] button.
- Validate that the service row is removed from the 'Assigned Services' grid, as expected.
- Click [Return to Plan].
- Select "Final" in the 'Draft/Final' field.
- Click [Submit].
- Validate the document routing preview displays the 'Assigned Services' data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
- Click [Accept].
- Enter the password associated with the logged in user and click [Verify].
- Select "Client A" and access the Chart View.
- Select "Treatment Plan" from the 'Forms List'.
- Validate the finalized 'Treatment Plan' data filed in the previous steps is displayed.
- Validate the 'Assigned Services' field contains the data in the following order: Service Program, Service Code, Frequency, Duration, Amount, Service Mode, Place of Service, Agency and Staff Responsible.
- Close the chart.
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Topics
• Chart View
• Document Routing
• Treatment Plan
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