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Avatar CWS 2023 Update 15.1

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Avatar CWS 2023 Update 15

Product Update Form Description

The following changes are made: 1) The 'Progress Notes (Group and Individual)' form and copies are enhanced to take into account the registry setting 'Default Staff Associated With Current Login User' in the 'Group Default Notes' section. 2) The 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form and its copies are enhanced to support adding multiple clients to group notes based on caseload or unit. The following fields are now available to be added via the 'Site Specific Section Modeling' form: 'Add to Group - Use Caseload or Unit for Selection', 'Unit', 'Select Clients' and 'Add Selected Clients to Group'. 3) An issue where the 'Progress Notes (Group and Individual)' form and copies can have different selections available for the 'Note Type' field is resolved. 4) An issue where the 'Progress Notes (Group and Individual)' form and copies may display an inactive selection in the 'Note Type' field is resolved. 5) An issue where the 'Progress Notes (Group and Individual)' form and copies may result in an '[UNDEFINED]fld286+19^ProgressNotes2 *PT(291)' error after attempting to remove a client from a group is resolved.

Included Updates

15

Required Updates

Avatar CWS 2023 Update 15
Details
NEW2 CHANGED0 FIXED2
New (2)
Progress Notes (Group and Individual) - Group Default Notes
The 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form and its copies are enhanced to support adding multiple clients to group notes based on caseload or unit.
To make use of this functionality, the following fields can be added via the 'Site Specific Section Modeling' form:
-'Add to Group - Use Caseload or Unit for Selection'
-'Unit'
-'Select Clients'
-'Add Selected Clients to Group'
Value Added: The ability to add multiple clients to a group note at once.
Topics
• Group Progress Notes • Progress Notes
 
Progress Notes (Group and Individual) - The 'Default Staff Associated with Current Login User' registry setting
The 'Progress Notes (Group and Individual)' form and copies are enhanced to take into account the registry setting 'Default Staff Associated With Current Login User' in the 'Group Default Notes' section.
Value Added: The ability to default in the staff member associated with the current user in the 'Group Default Notes' section of 'Progress Notes (Group and Individual)'.
Topics
• Group Progress Notes • Progress Notes • Registry Settings
 
Fixed (2)
Progress Notes (Group and Individual) - Remove Client From Group
Ensure the ability to remove a client from a group in the 'Progress Notes (Group and Individual)' form.
Topics
• Group Progress Notes • Progress Notes
 
Progress Notes (Group and Individual) - 'Note Type' field
Ensure both the individual and group sections of the 'Progress Notes (Group and Individual)' form have the same selections available in the 'Note Type' field and include only active dictionary values.
Topics
• Progress Notes • Registry Settings
 
Acceptance Tests
AV-87736 Summary | Details
Progress Notes (Group and Individual) - Remove Client From Group
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Site Specific Section Modeling (CWS)
Scenario 1: Progress Notes (Group and Individual) - Remove Client From Group
Specific Setup:
  • A group (Group A) must be defined with two members (Client A & Client B).
  • The 'Progress Notes' widget must be accessible on the HomeView.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Navigate to "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Select the desired value in 'Note Type' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select "Group A" in the 'Group Name Or Number' field.
  7. Enter the desired value in the 'Note' field.
  8. Validate the 'Client Who Attended Group' field contains all the group members of "Group A".
  9. Click [Remove Client From Group].
  10. Validate the 'Removal Selection' field is now enabled.
  11. Select "Client A" in the 'Removal Selection' field.
  12. Validate a message is displayed stating: Are you sure you want to remove "Client A" from the group session?
  13. Click [Yes].
  14. Validate the 'Client Who Attended Group' field no longer contains "Client A".
  15. Click [File Note].
  16. Navigate to the "Individual Progress Notes" section.
  17. Select "Group A" in the 'Group Name Or Number' field.
  18. Enter the current date in the 'Note Date' field.
  19. Validate the 'Select Note to Edit' field contains a group scratch note for "Client B".
  20. Select the note for "Client A" in the 'Select Note To Edit' field.
  21. Validate all fields populate based off the values entered in the group note.
  22. Individualize the note as desired and file the note.
  23. Close the form.
  24. Select "Client B" and access the 'Progress Notes' widget.
  25. Validate the progress note filed in the previous steps is displayed.
Scenario 2: Progress Notes (Group and Individual) - Add and remove clients from group
Specific Setup:
  • A group (Group A) is defined with two clients (Client A & Client B).
  • Two other clients (Client C & Client D) are enrolled in inpatient episodes and are assigned to a unit (Unit A).
  • The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling:
  • 'Add to Group - Use Caseload or Unit for Selection'
  • 'Unit'
  • 'Select Clients'
  • 'Add Selected Clients to Group List'
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Navigate to "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Select the desired value in 'Note Type' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select "Group A" in the 'Group Name Or Number' field.
  7. Enter the desired value in the 'Note' field.
  8. Validate the 'Client Who Attended Group' field contains all the group members of "Group A".
  9. Click [Remove Client From Group].
  10. Validate the 'Removal Selection' field is now enabled.
  11. Select "Client A" in the 'Removal Selection' field.
  12. Validate a message is displayed stating: Are you sure you want to remove "Client A" from the group session?
  13. Click [Yes].
  14. Validate the 'Client Who Attended Group' field no longer contains "Client A".
  15. Click [Add Client To Group].
  16. Validate the 'Client To Be Added To Group' field is now enabled.
  17. Search for and select "Client A" in the 'Client To Be Added To Group' field.
  18. Validate a message is displayed stating: Are you sure you want to add "Client A" to the group?
  19. Click [Yes].
  20. Validate the 'Client Who Attended Group' field now contains "Client A" again.
  21. Click [Add Client To Group].
  22. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled.
  23. Select "Unit" in the 'Add to Group - Use Caseload or Unit for Selection' field.
  24. Validate the 'Unit' field becomes enabled and required.
  25. Select "Unit A" in the 'Unit' field.
  26. Select "Client C" and "Client D" in the 'Unit' field.
  27. Click [Add Selected Clients to Group List].
  28. Validate the 'Client Who Attended Group' field contains "Client A", "Client B", "Client C", and "Client D".
  29. Click [File Note].
  30. Navigate to the "Individual Progress Notes" section.
  31. Select "Group A" in the 'Group Name Or Number' field.
  32. Enter the current date in the 'Note Date' field.
  33. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A", "Client B", "Client C" and "Client D".
  34. Select the note for "Client A" in the 'Select Note To Edit' field.
  35. Validate all fields populate based off the values entered in the group note.
  36. Individualize the note as desired and file the note.
  37. Repeat as needed for "Client B", "Client C", and "Client D".
  38. Close the form.
Topics
• Group Progress Notes • Progress Notes
AV-87977 Summary | Details
Progress Notes (Group and Individual) - Group Default Notes
Scenario 1: Progress Notes (Group and Individual) - Add multiple clients to group by unit
Specific Setup:
  • A group (Group A) is defined with two clients (Client A & Client B).
  • Two other clients (Client C & Client D) are enrolled in inpatient episodes and are assigned to a unit (Unit A).
  • The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling:
  • 'Add to Group - Use Caseload or Unit for Selection'
  • 'Unit'
  • 'Select Clients'
  • 'Add Selected Clients to Group List'
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Navigate to "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Select the desired value in 'Note Type' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select "Group A" in the 'Group Name Or Number' field.
  7. Enter the desired value in the 'Note' field.
  8. Validate the 'Client Who Attended Group' field contains all the group members of "Group A".
  9. Click [Add Client To Group].
  10. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled.
  11. Select "Unit" in the 'Add to Group - Use Caseload or Unit for Selection' field.
  12. Validate the 'Unit' field becomes enabled and required.
  13. Select "Unit A" in the 'Unit' field.
  14. Select "Client C" and "Client D" in the 'Unit' field.
  15. Click [Add Selected Clients to Group List].
  16. Validate the 'Client Who Attended Group' field contains "Client A", "Client B", "Client C", and "Client D".
  17. Click [File Note].
  18. Navigate to the "Individual Progress Notes" section.
  19. Select "Group A" in the 'Group Name Or Number' field.
  20. Enter the current date in the 'Note Date' field.
  21. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A", "Client B", "Client C" and "Client D".
  22. Select the note for "Client A" in the 'Select Note To Edit' field.
  23. Validate all fields populate based off the values entered in the group note.
  24. Individualize the note as desired and file the note.
  25. Repeat as needed for "Client B", "Client C", and "Client D".
  26. Close the form.
Scenario 2: Progress Notes (Group and Individual) - Add multiple clients to group by caseload
Specific Setup:
  • A group (Group A) is defined with two clients (Client A & Client B).
  • Two other clients are enrolled in active episodes and are part of the logged in user's caseload (Client C & Client D).
  • The following fields must be added to the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form in 'Site Specific Section Modeling:
  • 'Add to Group - Use Caseload or Unit for Selection'
  • 'Unit'
  • 'Select Clients'
  • 'Add Selected Clients to Group List'
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Navigate to "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Select the desired value in 'Note Type' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select "Group A" in the 'Group Name Or Number' field.
  7. Enter the desired value in the 'Note' field.
  8. Validate the 'Client Who Attended Group' field contains all the group members of "Group A".
  9. Click [Add Client To Group].
  10. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled.
  11. Select "Caseload" in the 'Add to Group - Use Caseload or Unit for Selection' field.
  12. Validate the 'Select Clients' field exists and contains all active client's in the user's caseload with the most recent episode number.
  13. Select "Client C" and "Client D" in the 'Select Clients' field.
  14. Click [Add Selected Clients to Group List].
  15. Validate the 'Client Who Attended Group' field contains "Client A", "Client B", "Client C", and "Client D".
  16. Click [File Note].
  17. Navigate to the "Individual Progress Notes" section.
  18. Select "Group A" in the 'Group Name Or Number' field.
  19. Enter the current date in the 'Note Date' field.
  20. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A", "Client B", "Client C" and "Client D".
  21. Select the note for "Client A" in the 'Select Note To Edit' field.
  22. Validate all fields populate based off the values entered in the group note.
  23. Individualize the note as desired and file the note.
  24. Repeat as needed for "Client B", "Client C", and "Client D".
  25. Close the form.
Topics
• Group Progress Notes • Progress Notes
AV-87978 Summary | Details
Progress Notes (Group and Individual) - The 'Default Staff Associated with Current Login User' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • Registry Settings (CWS)
Scenario 1: Progress Notes (Group and Individual) - Validate the 'Default Staff Associated with Login User' registry setting for group notes
Specific Setup:
  • An existing group is defined (Group A).
  • The 'Default Staff Associated With Current Login User' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form.
  • The logged in user must have an associated practitioner (Practitioner A).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Validate the 'Practitioner' field contains "Practitioner A".
  4. Enter the current date in the 'Date of Group' field.
  5. Select the desired value in the 'Note Type' field.
  6. Select "Independent Note" in the 'Progress Note For' field.
  7. Select "Group A" in the 'Group Name Or Number' field.
  8. Enter the desired value in the 'Notes Field' field.
  9. Click [File Note] and [OK].
  10. Select the "Individual Progress Notes" section.
  11. Select "Group A" in the 'Group Name' field.
  12. Enter the current date in the 'Note Date' field.
  13. Validate the 'Select Note to Edit' field contains group scratch notes for all group members.
  14. Select a note for one of the group members in the 'Select Note To Edit' field.
  15. Validate all fields populate based off the values entered in the group note.
  16. Validate the 'Practitioner' field contains "Practitioner A".
  17. Individualize the note as desired and file the note.
  18. Repeat as needed for any additional group members.
  19. Close the form.
Topics
• Group Progress Notes • Progress Notes
AV-87982 Summary | Details
Progress Notes (Group and Individual) - 'Note Type' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Practitioner Enrollment
  • Progress Notes (Group and Individual)
Scenario 1: Progress Notes (Group and Individual) - Validate the 'Limit Note Types By Practitioner Category' registry setting when set to "Y"
Specific Setup:
  • An existing group is defined in 'Group Registration' (Group A).
  • The 'Limit Note Types By Practitioner Category' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form.
  • The 'Limit Note Types' registry setting does not have a value.
  • The logged in user must have an associated practitioner (Practitioner A) that has "Nurse Practitioner" as their 'Practitioner Category' in 'Practitioner Enrollment'.
  • The '(10751) Note Type' CWS dictionary must have both active/inactive dictionary values defined with the following:
  • Some note types defined with the 'Practitioner Category' extended dictionary as "Nurse Practitioner".
  • Some note types defined with the 'Practitioner Category' extended dictionary as other categories not associated to the logged in practitioner.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Select "Practitioner A" in the 'Practitioner' field.
  5. Select "Independent Note" in the 'Progress Note For' field.
  6. Select "Group A" in the 'Group Name Or Number' field.
  7. Validate the 'Note Type' field contains only active dictionary values.
  8. Validate the 'Note Type' field contains only note types associated to "Practitioner A".
  9. Enter the desired value in the 'Note' field.
  10. Click [File Note].
  11. Validate a message is displayed stating: Progress notes are filed.
  12. Select the "Individual Progress Notes" section.
  13. Select "Group A" in the 'Group Name or Number' field.
  14. Enter the current date in the 'Note Date' field.
  15. Validate the 'Select Note To Edit' field contains group scratch notes for the clients in "Group A".
  16. Select a note in the 'Select Note To Edit' field.
  17. Validate the 'Note Type' field contains the previously filed value.
  18. Validate the 'Note Type' field contains only active dictionary values.
  19. Validate the 'Note Type' field contains only note types associated to "Practitioner A".
  20. Individualize the note as desired and file the note.
  21. Repeat as needed for remaining group members.
  22. Close the form.
Topics
• Progress Notes • Registry Settings