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Avatar CWS 2023 Update 11

Product Requirements / Recommendations

Avatar CWS required
RADplus required

Additional Requirements

For Avatar NX Clients: Avatar NX Release 2023.02.00 is required for full functionality.
For myAvatar Clients: RADplus Client Update 3328-003 or RADplus Client Update 2513-012 is required for full functionality.

Product Update Form Description

Field 'Amount' that is a part of the 'Assigned Services' input within a Treatment Plan Intervention is now displayed after field 'Duration' in both Chart View and Document Routing.

Included Updates

None

Required Updates

Avatar CWS 2022 Update 113
Details

NEW1 CHANGED0 FIXED0
New (1)
Treatment Plan Interventions - 'Assigned Services' grid
The 'Amount' field within the 'Assigned Services' grid in the 'Treatment Plan' form is updated to display after the 'Duration' field in the Chart View and Document Routing.
Value Added: Re-arrangement of the display order for fields in the 'Assigned Services' grid.
Topics
• Chart View • Document Routing • Treatment Plan
 
Acceptance Tests

AV-85867 Summary | Details
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
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Set the 'Plan Date' field to the current date.
  4. Select any value in the 'Plan Type' field.
  5. Select any value from the 'Problem List'.
  6. Enter any value in the 'Strengths' field.
  7. Enter any value in the 'Weakness' field.
  8. Enter any value in the 'Discharge Planning' field.
  9. Select "Draft" in the 'Draft/Final' field.
  10. Click [Launch Plan].
  11. Select the problem from the 'Tree View'.
  12. Select any value from the 'Status' field.
  13. Validate that all the fields display as expected.
  14. Add a 'Goal' and 'Objective' if desired and validate the fields display as expected.
  15. Click [Add New Intervention].
  16. Enter any value in the 'Intervention' text field.
  17. Select any value from the 'Status' field.
  18. Click [Add Service] in the 'Assigned Services' field.
  19. 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.
  20. Populate the 'Service Program' field.
  21. Enter a search value in the 'Service Code' field to bring up the listing of service code values.
  22. Select any service code.
  23. Validate that the service code field is populated as expected in the 'Service Code' field.
  24. Select any value in the 'Frequency' field.
  25. Select any value in the 'Duration' field.
  26. Enter any value in the 'Amount' field.
  27. Select any value in the 'Service Mode' field.
  28. Select any value in the 'Place of Service field.
  29. Enter and value in the 'Agency and Staff Responsible' field.
  30. Click [Add Service] in the 'Assigned Services' field.
  31. Populate all desired fields.
  32. Click [Return To Plan].
  33. Click [Submit].
  34. Select "Client A" and access the Chart View.
  35. Select "Treatment Plan" from the 'Forms List'.
  36. Validate the draft 'Treatment Plan' data filed in the previous steps is displayed.
  37. 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.
  38. Close the chart.
  39. Select "Client A" and access the 'Treatment Plan' form.
  40. Click to edit the row just submitted.
  41. Click [Launch Plan].
  42. Click the 'Interventions' item on the plan tree.
  43. Click [Add New Intervention].
  44. Enter any value in the 'Intervention' text field.
  45. Select any value from the 'Status' field.
  46. In the 'Assigned Services' grid, click [Copy Service].
  47. In the 'Add Services From Other Interventions' dialog, choose the service added in the intervention previously submitted.
  48. Click [Copy].
  49. Validate that the 'Assigned Services' grid columns are populated with the service information, as expected.
  50. Click [Copy Service].
  51. Validate that the service previously copied is disabled and select the remaining service.
  52. Validate the services display as expected and neither are duplicated.
  53. Select the 'Assigned Services' row just added.
  54. Click the [Delete Service] button.
  55. Validate that the service row is removed from the 'Assigned Services' grid, as expected.
  56. Click [Return to Plan].
  57. Select "Final" in the 'Draft/Final' field.
  58. Click [Submit].
  59. 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.
  60. Click [Accept].
  61. Enter the password associated with the logged in user and click [Verify].
  62. Select "Client A" and access the Chart View.
  63. Select "Treatment Plan" from the 'Forms List'.
  64. Validate the finalized 'Treatment Plan' data filed in the previous steps is displayed.
  65. 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.
  66. Close the chart.

Topics
• Chart View • Document Routing • Treatment Plan