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Avatar CWS 2023 Update 28

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Product Requirements / Recommendations

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Product Update Form Description

The field 'Select Note To Edit' is added to all 'Progress Notes (Group and Individual)' forms. This field will need to be added through 'Site Specific Section Modeling' and allows group notes to be edited. Clients who have been individualized will not update the filed notes.

Included Updates

15, 15.1

Required Updates

None

Details
NEW2 CHANGED0 FIXED0
New (2)
Progress Notes (Group and Individual) - Editing Group Default Note
The field 'Select Note To Edit' is added to all 'Progress Notes (Group and Individual)' forms. This field will need to be added through 'Site Specific Section Modeling' and allows group notes to be edited. Clients who have been individualized will not update the filed notes.
Value Added: Progress Notes (Group and Individual) - Ability to edit group default notes.
Topics
• Group Progress Notes • NX • Progress Notes
 
Progress Notes (Group and Individual) - Autosaving Group Default Note
AutoSave capabilities have been added to all 'Progress Notes (Group and Individual)' forms. This will allow the group default note to be autosaved.
Value Added: Progress Notes (Group and Individual) - ability to autosave group default notes.
Topics
• Group Progress Notes • NX • Progress Notes
 
Acceptance Tests
AV-85642 Summary | Details
Progress Notes (Group and Individual) - Editing Group Default Note
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Clinical Document Viewer
  • Document Routing Setup (PM)
  • HomeView - My To Do's widget
  • Progress Notes (Group and Individual)
  • Create New Progress Notes Form
  • Progress Notes (Group and Individual) 6
  • Site Specific Section Modeling (CWS)
  • User Definition
  • Admission (Outpatient)
  • Enter Group Default Note (Workflow)
  • Group Registration
  • Post Staff Activity Log
  • Registry Settings (CWS)
  • Review To Do Item
  • Scheduling Calendar
  • TO DO'S
  • Set System Defaults (CWS)
  • Client Ledger
  • Registry Settings (PM)
Scenario 1: Ambulatory Progress Notes - Validate document routing
Specific Setup:
  • Document routing must be enabled for the "Ambulatory Progress Notes" form.
Steps
  1. Open the "Ambulatory Progress Notes" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the "Ambulatory Progress Notes" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the "Ambulatory Progress Notes" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the "Ambulatory Progress Notes" form.
  28. Create a progress note and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 7b-8c for each additional approver.
  35. Open "Clinical Document Viewer".
  36. Validate the document that was just filed display and prints.
Scenario 2: Progress Notes (Group and Individual) - Validate document routing
Specific Setup:
  • Document routing must be enabled for the "Progress Notes (Group and Individual)" form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the "Progress Notes (Group and Individual)" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the "Progress Notes (Group and Individual)" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the "Progress Notes (Group and Individual)" form.
  28. Create a progress note and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 11b-12c for each additional approver.
  35. Open "Clinical Document Viewer".
  36. Validate the document that was just filed display and prints.
Scenario 3: Copy of Progress Notes (Group and Individual) - Validate document routing
Specific Setup:
  • A new copy of the progress note form is created using "Create New Progress Note" form.
  • Document routing is enabled for the copy of the "Progress Notes (Group and Individual)" form.
Steps
  1. Open the copy of the "Progress Notes (Group and Individual)" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the copy of the "Progress Notes (Group and Individual)" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the copy of the "Progress Notes (Group and Individual)" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the copy of the "Progress Notes (Group and Individual)" form.
  28. Create a progress note and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 29-33 for each additional approver.
  35. Open "Clinical Document Viewer".
  36. Validate the document that was just filed display and prints.
Scenario 4: Enter Group Default Note (Workflow) - Field Validations
Specific Setup:
  • Registry setting "User To Send Scratch Note To-Do Item To" is set to "D".
Steps
  1. Open the "Scheduling Calendar" form.
  2. Create a group appointment.
  3. Open the "Post Staff Activity Log".
  4. Post the group appointment.
  5. Open the "Enter Group Default Note (Workflow)".
  6. File out the group default notes and file.
  7. Navigate to the "ToDo" widget.
  8. Click the "Review To Do Item" link on the row that was added for Group Default Note that was just entered.
  9. Mark as reviewed.
  10. Open the "Progress Notes Group and Individual" form.
  11. Validate you can see the Group Default Note in the "Select Note To Edit" field.
  12. Individualize and complete the note.
  13. Set "Draft/Final" to "Final" to finalize the note.
Scenario 5: Progress Notes (Group and Individual) - Edit Group Scratch Notes - Independent Note
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  3. Select "Independent" in the "Progress Note For" field.
  4. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  5. Close the "Progress Note (Group and Individual)" form.
  6. Open the "Progress Notes (Group and Individual)" form.
  7. A message pops up asking you if you want to retrieve the autosaved backup.
  8. Select the backup that you want to retrieve.
  9. Click the OK button.
  10. The group default note is restored from backup.
  11. Fill in all required and desired fields on the form.
  12. Click "Submit Note" or "File Note" button.
  13. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  14. Make any necessary edits.
  15. Click "Submit Note" or "File Note" button to save the group scratch note.
  16. You can edit the scratch notes multiple times if necessary.
  17. You can have multiple group scratch notes in process at one time.
  18. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  19. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  20. Open the "Clinical Document Viewer" form.
  21. Display the progress notes that were finalized.
  22. Validate that they display as they were saved.
Scenario 6: Progress Notes (Group and Individual) - Edit Scratch Notes - New Service
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  3. Select "New Service" in the "Progress Note For" field.
  4. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  5. Close the "Progress Note (Group and Individual)" form.
  6. Open the "Progress Notes (Group and Individual)" form.
  7. A message pops up asking you if you want to retrieve the autosaved backup.
  8. Select the backup that you want to retrieve.
  9. Click the OK button.
  10. The group default note is restored from backup.
  11. Fill in all required and desired fields on the form.
  12. Click "Submit Note" or "File Note" button.
  13. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  14. Make any necessary edits.
  15. Click "Submit Note" or "File Note" button to save the group scratch note.
  16. You can edit the scratch notes multiple times if necessary.
  17. You can have multiple group scratch notes in process at one time.
  18. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  19. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  20. Open the "Clinical Document Viewer" form.
  21. Display the progress notes that were finalized.
  22. Validate that they display as they were saved.
Scenario 7: Progress Notes (Group and Individual) - Edit Scratch Notes - Existing Appointment
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Using "Scheduling Calendar", create a group appointment for the group created in setup.
  2. Open the "Progress Notes (Group and Individual)" form.
  3. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  4. Select "Existing Appointment" in the "Progress Note For" field.
  5. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field.
  6. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  7. Close the "Progress Note (Group and Individual)" form.
  8. Open the "Progress Notes (Group and Individual)" form.
  9. A message pops up asking you if you want to retrieve the autosaved backup.
  10. Select the backup that you want to retrieve.
  11. Click the OK button.
  12. The group default note is restored from backup.
  13. Fill in all required and desired fields on the form.
  14. Click "Submit Note" or "File Note" button.
  15. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  16. Make any necessary edits.
  17. Click "Submit Note" or "File Note" button to save the group scratch note.
  18. You can edit the scratch notes multiple times if necessary.
  19. You can have multiple group scratch notes in process at one time.
  20. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  21. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  22. Open the "Clinical Document Viewer" form.
  23. Display the progress notes that were finalized.
  24. Validate that they display as they were saved.
Scenario 8: Progress Notes (Group and Individual) - Edit Scratch Note - Existing Service
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Using "Scheduling Calendar", create a group appointment for the group created in setup.
  2. Also, using "Scheduling Calendar", check in and check out all group members.
  3. Open the "Progress Notes (Group and Individual)" form.
  4. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  5. Select "Existing Service" in the "Progress Note For" field.
  6. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field.
  7. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  8. Close the "Progress Note (Group and Individual)" form.
  9. Open the "Progress Notes (Group and Individual)" form.
  10. A message pops up asking you if you want to retrieve the autosaved backup.
  11. Select the backup that you want to retrieve.
  12. Click the OK button.
  13. The group default note is restored from backup.
  14. Fill in all required and desired fields on the form.
  15. Click "Submit Note" or "File Note" button.
  16. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  17. Make any necessary edits.
  18. Click "Submit Note" or "File Note" button to save the group scratch note.
  19. You can edit the scratch notes multiple times if necessary.
  20. You can have multiple group scratch notes in process at one time.
  21. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  22. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  23. Open the "Clinical Document Viewer" form.
  24. Display the progress notes that were finalized.
  25. Validate that they display as they were saved.
Topics
• Group Progress Notes • NX • Progress Notes
AV-87033 Summary | Details
Progress Notes (Group and Individual) - Autosaving Group Default Note
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Clinical Document Viewer
  • Create New Progress Notes Form
  • Document Routing Setup (PM)
  • Group Registration
  • Progress Notes (Group and Individual)
  • Set System Defaults (CWS)
  • Site Specific Section Modeling (CWS)
  • User Definition
  • Client Ledger
  • Registry Settings (PM)
Scenario 1: Progress Notes (Group and Individual) - Edit Group Scratch Notes - Independent Note
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  3. Select "Independent" in the "Progress Note For" field.
  4. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  5. Close the "Progress Note (Group and Individual)" form.
  6. Open the "Progress Notes (Group and Individual)" form.
  7. A message pops up asking you if you want to retrieve the autosaved backup.
  8. Select the backup that you want to retrieve.
  9. Click the OK button.
  10. The group default note is restored from backup.
  11. Fill in all required and desired fields on the form.
  12. Click "Submit Note" or "File Note" button.
  13. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  14. Make any necessary edits.
  15. Click "Submit Note" or "File Note" button to save the group scratch note.
  16. You can edit the scratch notes multiple times if necessary.
  17. You can have multiple group scratch notes in process at one time.
  18. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  19. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  20. Open the "Clinical Document Viewer" form.
  21. Display the progress notes that were finalized.
  22. Validate that they display as they were saved.
Scenario 2: Progress Notes (Group and Individual) - Edit Scratch Notes - New Service
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  3. Select "New Service" in the "Progress Note For" field.
  4. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  5. Close the "Progress Note (Group and Individual)" form.
  6. Open the "Progress Notes (Group and Individual)" form.
  7. A message pops up asking you if you want to retrieve the autosaved backup.
  8. Select the backup that you want to retrieve.
  9. Click the OK button.
  10. The group default note is restored from backup.
  11. Fill in all required and desired fields on the form.
  12. Click "Submit Note" or "File Note" button.
  13. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  14. Make any necessary edits.
  15. Click "Submit Note" or "File Note" button to save the group scratch note.
  16. You can edit the scratch notes multiple times if necessary.
  17. You can have multiple group scratch notes in process at one time.
  18. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  19. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  20. Open the "Clinical Document Viewer" form.
  21. Display the progress notes that were finalized.
  22. Validate that they display as they were saved.
Scenario 3: Progress Notes (Group and Individual) - Edit Scratch Notes - Existing Appointment
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Using "Scheduling Calendar", create a group appointment for the group created in setup.
  2. Open the "Progress Notes (Group and Individual)" form.
  3. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  4. Select "Existing Appointment" in the "Progress Note For" field.
  5. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field.
  6. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  7. Close the "Progress Note (Group and Individual)" form.
  8. Open the "Progress Notes (Group and Individual)" form.
  9. A message pops up asking you if you want to retrieve the autosaved backup.
  10. Select the backup that you want to retrieve.
  11. Click the OK button.
  12. The group default note is restored from backup.
  13. Fill in all required and desired fields on the form.
  14. Click "Submit Note" or "File Note" button.
  15. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  16. Make any necessary edits.
  17. Click "Submit Note" or "File Note" button to save the group scratch note.
  18. You can edit the scratch notes multiple times if necessary.
  19. You can have multiple group scratch notes in process at one time.
  20. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  21. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  22. Open the "Clinical Document Viewer" form.
  23. Display the progress notes that were finalized.
  24. Validate that they display as they were saved.
Scenario 4: Progress Notes (Group and Individual) - Edit Scratch Note - Existing Service
Specific Setup:
  • Using "Site Specific Section Modeling" form:
  • There is a new field added to the Group Default Note section of the Progress Notes (Group and Individual) form.
  • This field is called "Select Note To Edit" and it's the field that will contain the link to the scratch group default note.
  • The "Exclude From Data Collection" field must be set to "N" to use the new functionality.
  • Admit 3 test clients or select 3 test clients. They can be admitted to any episode.
  • Create a group using "Group Registration" that includes all 3 of the clients as members.
  • Document routing must be enabled for the Progress Notes (Group and Individual) form.
  • Using "Set System Defaults" form, enable Autosave for the Progress Notes (Group and Individual) form.
Steps
  1. Using "Scheduling Calendar", create a group appointment for the group created in setup.
  2. Also, using "Scheduling Calendar", check in and check out all group members.
  3. Open the "Progress Notes (Group and Individual)" form.
  4. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  5. Select "Existing Service" in the "Progress Note For" field.
  6. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field.
  7. Fill in some fields and then click either the "Backup" button or the "Save" icon to create an autosaved copy of the group default note.
  8. Close the "Progress Note (Group and Individual)" form.
  9. Open the "Progress Notes (Group and Individual)" form.
  10. A message pops up asking you if you want to retrieve the autosaved backup.
  11. Select the backup that you want to retrieve.
  12. Click the OK button.
  13. The group default note is restored from backup.
  14. Fill in all required and desired fields on the form.
  15. Click "Submit Note" or "File Note" button.
  16. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  17. Make any necessary edits.
  18. Click "Submit Note" or "File Note" button to save the group scratch note.
  19. You can edit the scratch notes multiple times if necessary.
  20. You can have multiple group scratch notes in process at one time.
  21. Once the group default note is completed, the scratch note can be individualized through the Individual Progress Notes tab and individualized notes can be finalized and routed if necessary.
  22. If changes are made again to the scratch group default note after some group members have been individualized, it won't change the individualized progress notes, but it will change any that remain with the group default note because they haven't been individualized. You will then receive a message stating which clients in the group have already been individualized and therefore, they won't be changed by the edit just made.
  23. Open the "Clinical Document Viewer" form.
  24. Display the progress notes that were finalized.
  25. Validate that they display as they were saved.
Topics
• Group Progress Notes • NX • Progress Notes
Table Changes
Table Column Change
SYSTEM.cw_group_notes unique_note_id Added