Avatar CWS 2023 Update 23

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CareFabric 2023 Update 19
Avatar PM 2023 Update 44
RADplus 2023 Update 33

Additional Requirements

RADplus 2023 Update 33
Avatar PM 2023 Update 44
Avatar CareFabric 2023 Update 19
Avatar NX Release 2023.06.00

Product Update Form Description

Avatar CWS is enhanced to support future functionality.

Included Updates

None

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-87100 Details \| User Acceptance Tests Avatar CWS - support for Integrated eSignature functionality Avatar CWS is enhanced to support Integrated eSignature functionality. Value Added: Support for Integrated eSignature functionality	Topics • Integrated eSignature • NX • Product Final to Draft Override • Progress Notes • Treatment Plan

Acceptance Tests

AV-87100 Summary | Details

Avatar CWS - support for Integrated eSignature functionality

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Treatment Plan
Treatment Plan Deletion
Product Final to Draft Override
Progress Notes (Group and Individual)
Void Progress Notes
Clinical Document Viewer
Ambulatory Progress Notes
Document Routing Setup (PM)
Registry Settings (PM)
Select Note To Void
Progress Note Corrections
Treatment Plan Status Override (CWS)

Scenario 1: Treatment Plan Deletion - Delete a "Draft" Treatment Plan

Specific Setup:

A client is enrolled in an existing episode (Client A).

Steps

Select "Client A" and access the 'Treatment Plan' form.
Enter the desired date in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field.
Select "Draft" in the 'Treatment Plan Status' field.
Click [Launch Plan] and [Add New Problem].
Select the desired value in the 'Problem Code' field.
Enter the desired value in the 'Problem' field.
Select "Active" in the 'Status (Problem List)' field.
Select "Active" in the 'Status' field.
Click [Return to Plan].
Validate a message is displayed stating: Plan saved successfully.
Click [OK] and [Submit].
Access the 'Treatment Plan Deletion' form.
Select "Treatment Plan" in the 'Type Of Treatment Plan To Delete' field.
Select "Episode 1" in the 'Episode #' field.
Select the draft treatment plan filed in the previous steps in the 'Treatment Plan' field.
Enter the desired value in the 'Comments' field.
Select the desired value in the 'Reason For Deletion' field.
Click [Submit].
Access the 'Treatment Plan Deletion' form.
Select "Treatment Plan" in the 'Type Of Treatment Plan To Delete' field.
Select "Episode 1" in the 'Episode #' field.
Validate the draft treatment plan deleted in the previous steps is no longer displayed in the 'Treatment Plan' field.
Close the form.

Scenario 2: 'Product Final to Draft Override' - Revert a Finalized Progress Note to a 'Draft' status

Specific Setup:

A client is enrolled in an existing episode (Client A).
The 'Progress Notes' widget is accessible on the HomeView.

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a message is displayed stating: Note Filed.
Click [OK] and close the form.
Select "Client A" and access the 'Progress Notes' widget.
Validate the finalized note is displayed.
Access the 'Product Final To Draft Override' form.
Select "Progress Notes (Group and Individual)" in the 'Option' field.
Select "Client A" in the 'Entity Lookup' field.
Select the appropriate episode in the 'Episode Number' field.
Click [Select Row].
Select the finalized note and click [OK].
Enter the desired value in the 'Override Reason' field.
Click [Submit] and [No].
Select "Client A" and access the 'Progress Notes' widget.
Validate the note reverted to draft is displayed.

Scenario 3: Void Progress Notes - Void Progress Notes filed without document routing

Specific Setup:

A client is enrolled in an existing episode (Client A).

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Episode 1" in the 'Select Episode' field.
Select "New Service" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Enter the current date in the 'Date of Service' field.
Select the desired service code in the 'Service Charge Code' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a message is displayed stating: Note Filed.
Click [OK] and close the form.
Access the 'Void Progress Notes' form.
Select "Client A" in the 'Client ID' field.
Select "Episode 1" in the 'Episode Number' field.
Enter the current date in the 'Start Date' and 'End Date' field.
Click [Select Note To Void].
Select the progress note filed in the previous steps and click [OK].
Select the desired value in the 'Reason For Voiding The Note' field.
Enter the desired value in the 'Comments' field.
Click [Submit] and close the form.
Access Crystal Reports or other SQL Reporting tool.
Create a report using the 'SYSTEM.cw_notes_voided' SQL table.
Validate a row is displayed for the progress note voided in the previous steps.
Close the report.

Scenario 4: Void Progress Notes - Void Progress Notes filed with document routing

Specific Setup:

Document routing is enabled on the 'Progress Notes (Group and Individual)' form.
A client is enrolled in an existing episode (Client A).

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select "Episode 1" in the 'Select Episode' field.
Select "New Service" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Enter the current date in the 'Date of Service' field.
Select the desired service code in the 'Service Charge Code' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate the 'Confirm Document' dialog is displayed.
Click [Accept].
Enter the password associated to the logged in user and click [Verify].
Validate a message is displayed stating: Note Filed.
Click [OK] and close the form.
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select Type:' field.
Select "Individual" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate the document filed is displayed with "Final" as the 'Document Status'.
Select the document for viewing and click [View].
Validate the document displays as expected with the approver signature.
Click [Close All Documents] and close the form
Access the 'Void Progress Notes' form.
Select "Client A" in the 'Client ID' field.
Select "Episode 1" in the 'Episode Number' field.
Enter the current date in the 'Start Date' and 'End Date' field.
Click [Select Note To Void].
Select the progress note filed in the previous steps and click [OK].
Select the desired value in the 'Reason For Voiding The Note' field.
Enter the desired value in the 'Comments' field.
Click [Submit] and close the form.
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select Type:' field.
Select "Individual" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate the document now displays with "Void" as the 'Document Status'.
Close the form.

Scenario 5: Progress Notes (Group and Individual) - Delete Draft Note

Specific Setup:

A client is enrolled in an existing episode (Client A).

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Draft" in the 'Draft/Final' field.
Click [File Note].
Validate a message is displayed stating: Note Filed.
Click [OK].
Select the draft note filed in the previous steps in the 'Select Draft Note To Edit' field.
Validate all previously filed data is displayed.
Click [Delete Draft/Group Default Note].
Validate a message is displayed stating: Do you want to continue deleting this note?
Click [Yes].
Validate a message is displayed stating: Draft note has been deleted.
Click [OK].
Validate the previously populated fields are no longer populated.
Close the form.

Scenario 6: Ambulatory Progress Notes - Delete Draft Note

Specific Setup:

A client is enrolled in an existing outpatient episode (Client A).

Steps

Select "Client A" and access the 'Ambulatory Progress Notes' form.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Draft" in the 'Draft/Final' field.
Click [Submit].
Select "Client A" and access the 'Ambulatory Progress Notes' form.
Validate the Pre-Display contains the draft note filed in the previous steps.
Select the draft note and click [Delete].
Validate a message is displayed stating: Are you sure you want to delete this item?
Click [Yes].
Select "Client A" and access the 'Ambulatory Progress Notes' form.
Validate the Pre-Display no longer contains the draft note deleted in the previous steps.
Close the form.

Scenario 7: Inpatient Progress Notes - Delete Draft Note

Specific Setup:

A client is enrolled in an existing inpatient episode (Client A).

Steps

Select "Client A" and access the 'Inpatient Progress Notes' form.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Draft" in the 'Draft/Final' field.
Click [Submit] and close the form.
Select "Client A" and access the 'Inpatient Progress Notes' form.
Validate the Pre-Display contains the draft note filed in the previous steps.
Select the draft note and click [Delete].
Validate a message is displayed stating: Are you sure you want to delete this item?
Click [Yes].
Select "Client A" and access the 'Inpatient Progress Notes' form.
Validate the Pre-Display no longer contains the draft note deleted in the previous steps.
Close the form.

Scenario 8: Integrated eSignature - Void Progress Notes

Specific Setup:

Please note: this is for Avatar NX systems only.
Avatar NX must be configured to integrate with myHealthPointe.
A client is enrolled in an existing outpatient episode with the following (Client A):
'Date of Birth' on file
'Email Address' on file
Login credentials for myHealthPointe
The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
Document Routing is enabled on the 'Progress Notes (Group and Individual)' form and an approver is not required.

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a 'Confirm Document' dialog is displayed.
Click [Accept and Route].
Enter the password for the logged in user in the 'Password' field and click [Verify].
Select "Collect eSignature" in the 'Send to myHealthPointe' field.
Click [Submit].
Validate a message is displayed stating: Note Filed.
Click [OK] and close the form.
Log in to myHealthPointe for "Client A".
Select the "Documents Awaiting Signature" section.
Validate the document sent for eSignature is displayed but do not sign it.
Access Crystal Reports or other SQL Reporting Tool.
Create a report using the 'DocR.esignature' SQL table.
Validate a row is displayed for the document pending eSignature for "Client A".
Validate the 'eSignature_status' field contains "Pending".
Access the 'Void Progress Notes' form.
Select "Client A" in the 'Client ID' field.
Select the episode used in the previous steps in the 'Episode Number' field.
Enter the current date in the 'Start Date' and 'End Date' fields.
Click [Select Note To Void].
Validate the 'Select Note To Void' dialog contains the note filed in the previous steps with an indicator stating: [eSignature Requested on XX/XX/XXXX at XX:XX].
Select the note and click [OK].
Select the desired value in the 'Reason For Voiding The Note' field.
Enter the desired value in the 'Comments' field.
Click [Submit] and close the form.
Log in to myHealthPointe for "Client A".
Select the "Documents Awaiting Signature" section.
Validate the voided document is no longer displayed.
Access Crystal Reports or other SQL Reporting Tool.
Refresh the report using the 'DocR.esignature' SQL table.
Validate the row for "Client A" is no longer displayed.
Close the report.
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select Type:' field.
Select "Individual" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Click [Process].
Validate there is a row for the voided note with the following:
Document Description of "Integrated eSignature Request"
Document Status of "Void"
Close the form.

Scenario 9: Integrated eSignature - Progress Note Corrections

Specific Setup:

Please note: this is for Avatar NX systems only.
Avatar NX must be configured to integrate with myHealthPointe.
A client is enrolled in an existing outpatient episode with the following (Client A):
'Date of Birth' on file
'Email Address' on file
Login credentials for myHealthPointe
The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
Document Routing is enabled on the 'Progress Notes (Group and Individual)' form and an approver is not required.

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a 'Confirm Document' dialog is displayed.
Click [Accept and Route].
Enter the password for the logged in user in the 'Password' field and click [Verify].
Select "Collect eSignature" in the 'Send to myHealthPointe' field.
Click [Submit].
Validate a message is displayed stating: Note Filed.
Click [OK] and close the form.
Log in to myHealthPointe for "Client A".
Select the "Documents Awaiting Signature" section.
Validate the document sent for eSignature is displayed but do not sign it.
Access Crystal Reports or other SQL Reporting Tool.
Create a report using the 'DocR.esignature' SQL table.
Validate a row is displayed for the document pending eSignature for "Client A".
Validate the 'eSignature_status' field contains "Pending".
Access the 'Progress Note Corrections' form.
Select "Client A" in the 'Client ID' field.
Select the episode used in the previous steps in the 'Episode Number' field.
Enter the current date in the 'Start Date' and 'End Date' fields.
Click [Select Note To Correct].
Validate the 'Select Note To Correct' dialog contains the note filed in the previous steps with an indicator stating: [eSignature Requested on XX/XX/XXXX at XX:XX].
Select the note and click [OK].
Select "Revert Final Note to Draft" in the 'Correction Action' field.
Select the desired value in the 'Reason for Correction' field.
Enter the desired value in the 'Comments' field.
Click [Submit].
Log in to myHealthPointe for "Client A".
Select the "Documents Awaiting Signature" section.
Validate the document is no longer displayed.
Access Crystal Reports or other SQL Reporting Tool.
Refresh the report using the 'DocR.esignature' SQL table.
Validate the 'eSignature_status' field now contains "Rescinded".
Close the report.

Scenario 10: Integrated eSignature - Treatment Plan Status Override

Specific Setup:

Please note: this is for Avatar NX systems only.
Avatar NX must be configured to integrate with myHealthPointe.
A client is enrolled in an existing outpatient episode with the following (Client A):
'Date of Birth' on file
'Email Address' on file
Login credentials for myHealthPointe
The 'Enable Send Document to myHealthPointe functionality' registry setting is set to "Y".
Document Routing is enabled on the 'Treatment Plan' form and an approver is not required.

Steps

Select "Client A" and access the 'Treatment Plan' form.
Enter the desired date in the 'Plan Date' field.
Select the desired value in the 'Plan Type' field.
Populate all other required and desired fields.
Select "Final" in the 'Treatment Plan Status' field.
Click [Submit].
Validate a 'Confirm Document' dialog is displayed.
Click [Accept and Route].
Enter the password for the logged in user in the 'Password' field and click [Verify].
Select "Collect eSignature" in the 'Send to myHealthPointe' field.
Click [Submit].
Log in to myHealthPointe for "Client A".
Select the "Documents Awaiting Signature" section.
Validate the document sent for eSignature is displayed but do not sign it.
Access Crystal Reports or other SQL Reporting Tool.
Create a report using the 'DocR.esignature' SQL table.
Validate a row is displayed for the document pending eSignature for "Client A".
Validate the 'eSignature_status' field contains "Pending".
Access the 'Treatment Plan Status Override' form.
Select "Client A" in the 'Select Client' field.
Select "(60000) Treatment Plan" in the 'Select Treatment Plan' field.
Select the treatment plan filed in the previous steps in the 'Select Client Plan' field.
Enter the desired value in the 'Override Reason' field.
Click [Submit].
Validate a message is displayed stating: Are you sure you want to change this treatment plan status back to draft?
Click [Yes].
Log in to myHealthPointe for "Client A".
Select the "Documents Awaiting Signature" section.
Validate the document is no longer displayed.
Access Crystal Reports or other SQL Reporting Tool.
Refresh the report using the 'DocR.esignature' SQL table.
Validate the 'eSignature_status' field now contains "Rescinded".
Close the report.

Topics

• Integrated eSignature • NX • Product Final to Draft Override • Progress Notes • Treatment Plan