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Avatar CWS 2023 Update 14

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Recommended Update Level

Avatar CWS 2022 Update 83
Avatar CWS 2022 Update 127

Product Update Form Description

An issue is resolved in 'Progress Notes (Group and Individual)' forms where the message 'The appointment this note addresses is no longer available.' is displayed when finalizing a previously rejected Routed Document.

Included Updates

None

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Progress Notes (Group and Individual) - Reject note workflow
An issue has been resolved in "Progress Notes (Group and Individual)" where an error message would occur when a note with document routing enabled is routed, rejected, and then accepted.
Topics
• NX • Progress Notes
 
Acceptance Tests
AV-86427 Summary | Details
Progress Notes (Group and Individual) - Reject note workflow
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Attending Practitioner
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • Practitioner Enrollment
  • Progress Notes (Group and Individual)
  • User Definition
  • User Role Definition
  • Client Ledger
  • Registry Settings (PM)
  • Ambulatory Progress Notes
Scenario 1: Ambulatory Progress Notes - 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 "Ambulatory Progress Notes" 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" 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, but has no default author assigned, client who has an attending practitioner. The result is the Select Author will default to the client's attending practitioner.
  14. Login as "User 6".
  15. Using the "Ambulatory Progress Notes" form, generate a progress note and for "Client A" and set it to final.
  16. Validate "Select Author" defaults to "User/Practitioner 1".
  17. Log off and login as "User/Practitioner 1".
  18. Navigate to the "myToDo" 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, 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 client's attending practitioner.
  25. Login as "User 4".
  26. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client A" 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" 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, client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner.
  36. Login as "User 5".
  37. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client A" and set it to final.
  38. Validate "Select Author" defaults to "User/Practitioner 3".
  39. Log off and login as "User/Practitioner 3".
  40. Navigate to the "myToDo" 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, 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 client's attending practitioner.
  47. Login as "User 7".
  48. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client A" and set it to final.
  49. Validate "Select Author" defaults to "User/Practitioner 2".
  50. Log off and login as "User/Practitioner 2".
  51. Navigate to the "myToDo" 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, and has a default author assigned in the "User Definition" form, 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".
  58. Login as "User 4".
  59. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client B" and set it to final.
  60. Validate "Select Author" defaults to "User/Practitioner 2".
  61. Log off and login as "User/Practitioner 2".
  62. Navigate to the "myToDo" 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, 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".
  69. Login as "User 8".
  70. Using the "Ambulatory Progress Notes" 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" 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, 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".
  80. Login as "User 8".
  81. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client B" and set it to final.
  82. Validate "Select Author" defaults to "User/Practitioner 3".
  83. Log off and login as "User/Practitioner 3".
  84. Navigate to the "myToDo" widget.
  85. Select the transcription note that has transferred to this practitioner.
  86. Finalize the note and sign it.
  87. Open the "Clinical Document Viewer" form.
  88. Validate the form displays and prints.
  89. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  90. Test 9: 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 that no matter the default value, if you change the "Select Author" to someone else, the note will be routed to them.
  91. Login as "User 8".
  92. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client B" and set it to final.
  93. Validate "Select Author" defaults to "User/Practitioner 2".
  94. Change the "Select Author" to "User/Transcriber 3".
  95. Log off and login as "User/Practitioner 3".
  96. Navigate to the "myToDo" widget.
  97. Select the transcription note that has transferred to this practitioner.
  98. Finalize the note and sign it.
  99. Open the "Clinical Document Viewer" form.
  100. Validate the form displays and prints.
  101. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  102. Test 10: 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, client who has an attending practitioner. Author rejected the initial note and returned to transcriber for corrections.
  103. Login as "User 7".
  104. Using the "Ambulatory Progress Notes" form, generate a progress note for "Client A" and set it to final.
  105. Validate "Select Author" defaults to "User/Practitioner 1".
  106. Log off and login as "User/Practitioner 1".
  107. Navigate to the "myToDo" widget.
  108. Select the transcription note that has transferred to this practitioner.
  109. Reject the note to send it back to the transcriber.
  110. Log off and login as "User 7".
  111. Navigate to the "myToDo" widget.
  112. Open the "Ambulatory Progress Notes" form from the myToDo's item.
  113. Correct and finalize the note.
  114. Validate "Select Author" defaults to "User/Practitioner 1".
  115. Log off and login as "User 1".
  116. Finalize the progress note.
  117. Navigate to the "myToDo" widget.
  118. Select the transcription note that has transferred to this practitioner.
  119. Finalize the progress note.
  120. Open the "Clinical Document Viewer" form.
  121. Validate the form displays and prints.
  122. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
Scenario 2: Progress Notes (Group and Individual) - 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 "Progress Notes (Group and Individual)" 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" 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, but has no default author assigned, client who has an attending practitioner. The result is the Select Author will default to the client's attending practitioner.
  14. Login as "User 6".
  15. Using the "Progress Notes (Group and Individual)" form, generate a progress note and for "Client A" and set it to final.
  16. Validate "Select Author" defaults to "User/Practitioner 1".
  17. Log off and login as "User/Practitioner 1".
  18. Navigate to the "myToDo" 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, 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 client's attending practitioner.
  25. Login as "User 4".
  26. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" 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" 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, client who has an attending practitioner. The result is the Select Author field will default to the client's attending practitioner.
  36. Login as "User 5".
  37. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final.
  38. Validate "Select Author" defaults to "User/Practitioner 3".
  39. Log off and login as "User/Practitioner 3".
  40. Navigate to the "myToDo" 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, 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 client's attending practitioner.
  47. Login as "User 7".
  48. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final.
  49. Validate "Select Author" defaults to "User/Practitioner 2".
  50. Log off and login as "User/Practitioner 2".
  51. Navigate to the "myToDo" 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, and has a default author assigned in the "User Definition" form, 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".
  58. Login as "User 4".
  59. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final.
  60. Validate "Select Author" defaults to "User/Practitioner 2".
  61. Log off and login as "User/Practitioner 2".
  62. Navigate to the "myToDo" 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, 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".
  69. Login as "User 8".
  70. Using the "Progress Notes (Group and Individual)" 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" 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, 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".
  80. Login as "User 8".
  81. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final.
  82. Validate "Select Author" defaults to "User/Practitioner 3".
  83. Log off and login as "User/Practitioner 3".
  84. Navigate to the "myToDo" widget.
  85. Select the transcription note that has transferred to this practitioner.
  86. Finalize the note and sign it.
  87. Open the "Clinical Document Viewer" form.
  88. Validate the form displays and prints.
  89. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  90. Test 9: 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 that no matter the default value, if you change the "Select Author" to someone else, the note will be routed to them.
  91. Login as "User 8".
  92. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client B" and set it to final.
  93. Validate "Select Author" defaults to "User/Practitioner 2".
  94. Change the "Select Author" to "User/Transcriber 3".
  95. Log off and login as "User/Practitioner 3".
  96. Navigate to the "myToDo" widget.
  97. Select the transcription note that has transferred to this practitioner.
  98. Finalize the note and sign it.
  99. Open the "Clinical Document Viewer" form.
  100. Validate the form displays and prints.
  101. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  102. Test 10: 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, client who has an attending practitioner. Author rejected the initial note and returned to transcriber for corrections.
  103. Login as "User 7".
  104. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final.
  105. Validate "Select Author" defaults to "User/Practitioner 1".
  106. Log off and login as "User/Practitioner 1".
  107. Navigate to the "myToDo" widget.
  108. Select the transcription note that has transferred to this practitioner.
  109. Reject the note to send it back to the transcriber.
  110. Log off and login as "User 7".
  111. Navigate to the "myToDo" widget.
  112. Open the "Progress Notes (Group and Individual)" form from the myToDo's item.
  113. Correct and finalize the note.
  114. Validate "Select Author" defaults to "User/Practitioner 1".
  115. Log off and login as "User 1".
  116. Finalize the progress note.
  117. Navigate to the "myToDo" widget.
  118. Select the transcription note that has transferred to this practitioner.
  119. Finalize the progress note.
  120. Open the "Clinical Document Viewer" form.
  121. Validate the form displays and prints.
  122. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
  123. Test 11: User who is a transcriber, has no default author assigned, is not assigned to a user role., client who has an attending practitioner. After note is transcribed, the client's attending practitioner is changed to another practitioner. Note remains with the original author and doesn't transfer to the new attending practitioner for the client.
  124. Login as "User 8".
  125. Using the "Progress Notes (Group and Individual)" form, generate a progress note for "Client A" and set it to final.
  126. Validate "Select Author" defaults to "User/Practitioner 1".
  127. Open the "Attending Practitioner" form and change the practitioner to "Practitioner 2".
  128. Log off and login as "User/Practitioner 2".
  129. Navigate to the "myToDo" widget.
  130. This user won't get a To Do for this item because the To do will stay with the original author.
  131. Log off and log in as "User/Practitioner 1".
  132. Navigate to the "myToDo's" widget.
  133. Select the transcription note that has transferred to this practitioner.
  134. Finalize the progress note.
  135. Open the "Clinical Document Viewer" form.
  136. Validate the form displays and prints.
  137. Validate the "author" column is correctly populated with the author in the SQL table "DocR.transcriber".
Scenario 3: Progress Notes (Group and Individual) - Reject document workflow
Specific Setup:
  • Using the "Document Routing Setup" form, enable document routing for the "Progress Notes (Group and Individual)" form.
  • Using the "User Definition" form, on the "Appointment Scheduling" section, setup the "Progress Notes (Group and Individual)" form so it appears on the right click menu in "Scheduling Calendar".
  • Enable the registry setting "Avatar CWS->Progress Notes->Progress Notes (Group and Individual)->->-Post Appointment When the Note Is Submitted".
  • Admit a new client or select an existing one who is enrolled in an outpatient program.
Steps
  1. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  2. Right click on the new appointment and select the "Progress Notes (Group and Individual)" form.
  3. Generate a progress note, finalize it, and route it to an approver.
  4. Close the "Scheduling Calendar" form.
  5. Log off and login as the user who is the approver.
  6. Navigate to the "MyToDo" widget.
  7. Access the "Progress Notes (Group and Individual)" form and click the "Review" button.
  8. Click the "Reject" button.
  9. Click the "Sign" button.
  10. Close the "MyToDo" widget.
  11. Log off.
  12. Log back on as the user who was the progress note's author.
  13. Navigate to the "MyToDo" widget.
  14. Correct the note and finalize it.
  15. Click the "Sign" or "Accept" button (depending on configuration).
  16. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  17. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  18. Open the "Scheduling Calendar" form.
  19. Create a new appointment for the test client.
  20. Close the "Scheduling Calendar" form.
  21. Open the "Progress Notes (Group and Individual)" form.
  22. Generate a progress note, finalize it, and route it to an approver.
  23. Log off and login as the user who is the approver.
  24. Navigate to the "MyToDo" widget.
  25. Access the "Progress Notes (Group and Individual)" form and click the "Review" button.
  26. Click the "Reject" button.
  27. Click the "Sign" button.
  28. Close the "MyToDo" widget.
  29. Log off.
  30. Log back on as the user who was the progress note's author.
  31. Navigate to the "MyToDo" widget.
  32. Correct the note and finalize it.
  33. Click the "Sign and Route" or "Accept and Route" button (depending on configuration).
  34. Route the document to an approver.
  35. Log off.
  36. Log back on as the user who is the approver.
  37. Navigate to the "MyToDo" widget.
  38. Click the "Review" button.
  39. Click the "Reject" button to reject the document a second time.
  40. Close the "ToDo" widget.
  41. Log off
  42. Log back on as the note's author.
  43. Navigate to the "MyTo" widget.
  44. Locate the note that was rejected again.
  45. Finalize the note and route to the approver again.
  46. Log off.
  47. Log in as the note's approver.
  48. Navigate to the "MyTo" widget.
  49. Locate the document and click "Accept" button.
  50. Click "Sign" button.
  51. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  52. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  53. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  54. Right click on the new appointment and select the "Progress Notes (Group and Individual)" form.
  55. Generate a progress note, finalize it, and route it to 2 approvers.
  56. Close the "Scheduling Calendar" form.
  57. Log off and login as a user who is an approver.
  58. Navigate to the "MyToDo" widget.
  59. Access the "Progress Notes (Group and Individual)" form and click the "Review" button.
  60. Click the "Reject" button.
  61. Click the "Sign" button.
  62. Close the "MyToDo" widget.
  63. Log off.
  64. Log back on as the user who is the progress note's author.
  65. Navigate to the "MyToDo" widget.
  66. Correct the note and finalize it.
  67. Click the "Sign" or "Accept" button (depending on configuration) and route to 2 approvers.
  68. Log off and login as a user who is an approver.
  69. Navigate to the "MyToDo" widget.
  70. Access the "Progress Notes (Group and Individual)" form and click the "Review" button.
  71. Click the "Accept" button.
  72. Click the "Sign" Button.
  73. Log off.
  74. Log in as the remaining approver.
  75. Access the "Progress Notes (Group and Individual)" form and click the "Review" button.
  76. Click the "Accept" button.
  77. Click the "Sign" Button.
  78. Log off.
  79. Log back on as the note's author.
  80. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  81. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  82. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  83. Right click on the new appointment and select the "Progress Notes (Group and Individual)" form.
  84. Generate a progress note, finalize it, and sign or accept it.
  85. Close the "Scheduling Calendar" form.
  86. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  87. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
Scenario 4: Ambulatory Progress Notes - Reject document workflow
Specific Setup:
  • Using the "Document Routing Setup" form, enable document routing for the "Ambulatory Progress Notes" form.
  • Using the "User Definition" form, on the "Appointment Scheduling" section, setup the "Ambulatory Progress Notes" form so it appears on the right click menu in "Scheduling Calendar".
  • Enable the registry setting "Avatar CWS->Progress Notes->Ambulatory Progress Notes->->->Post Appointment When the Note Is Submitted".
  • Admit a new client or select an existing one who is enrolled in an outpatient program.
Steps
  1. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  2. Right click on the new appointment and select the "Ambulatory Progress Notes" form.
  3. Generate a progress note, finalize it, and route it to an approver.
  4. Close the "Scheduling Calendar" form.
  5. Log off and login as the user who is the approver.
  6. Navigate to the "MyToDo" widget.
  7. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  8. Click the "Reject" button.
  9. Click the "Sign" button.
  10. Close the "MyToDo" widget.
  11. Log off.
  12. Log back on as the user who was the progress note's author.
  13. Navigate to the "MyToDo" widget.
  14. Correct the note and finalize it.
  15. Click the "Sign" or "Accept" button (depending on configuration).
  16. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  17. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  18. Open the "Scheduling Calendar" form.
  19. Create a new appointment for the test client.
  20. Close the "Scheduling Calendar" form.
  21. Open the "Ambulatory Progress Notes" form.
  22. Generate a progress note, finalize it, and route it to an approver.
  23. Log off and login as the user who is the approver.
  24. Navigate to the "MyToDo" widget.
  25. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  26. Click the "Reject" button.
  27. Click the "Sign" button.
  28. Close the "MyToDo" widget.
  29. Log off.
  30. Log back on as the user who was the progress note's author.
  31. Navigate to the "MyToDo" widget.
  32. Correct the note and finalize it.
  33. Click the "Sign and Route" or "Accept and Route" button (depending on configuration).
  34. Route the document to an approver.
  35. Log off.
  36. Log back on as the user who is the approver.
  37. Navigate to the "MyToDo" widget.
  38. Click the "Review" button.
  39. Click the "Reject" button to reject the document a second time.
  40. Close the "MyToDo" widget.
  41. Log off
  42. Log back on as the note's author.
  43. Navigate to the "MyToDo" widget.
  44. Locate the note that was rejected again.
  45. Finalize the note and route to the approver again.
  46. Log off.
  47. Log in as the note's approver.
  48. Navigate to the "MyToDo" widget.
  49. Locate the document and click "Accept" button.
  50. Click "Sign" button.
  51. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  52. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  53. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  54. Right click on the new appointment and select the "Ambulatory Progress Notes" form.
  55. Generate a progress note, finalize it, and route it to 2 approvers.
  56. Close the "Scheduling Calendar" form.
  57. Log off and login as a user who is an approver.
  58. Navigate to the "MyToDo" widget.
  59. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  60. Click the "Reject" button.
  61. Click the "Sign" button.
  62. Close the "MyToDo" widget.
  63. Log off.
  64. Log back on as the user who is the progress note's author.
  65. Navigate to the "MyToDo" widget.
  66. Correct the note and finalize it.
  67. Click the "Sign" or "Accept" button (depending on configuration) and route to 2 approvers.
  68. Log off and login as a user who is an approver.
  69. Navigate to the "MyToDo" widget.
  70. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  71. Click the "Accept" button.
  72. Click the "Sign" Button.
  73. Log off.
  74. Log in as the remaining approver.
  75. Access the "Ambulatory Progress Notes" form and click the "Review" button.
  76. Click the "Accept" button.
  77. Click the "Sign" Button.
  78. Log off.
  79. Log back on as the note's author.
  80. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  81. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
  82. Open the "Scheduling Calendar" form, create a new appointment for the test client.
  83. Right click on the new appointment and select the "Ambulatory Progress Notes" form.
  84. Generate a progress note, finalize it, and sign or accept it.
  85. Close the "Scheduling Calendar" form.
  86. Open the "Client Ledger" and validate a service was generated when the note was finalized.
  87. Open the "Clinical Document Viewer", validate the document is stored and can be retrieved.
Topics
• NX • Progress Notes

 

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