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Avatar CWS 2023 Update 37

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Product Requirements / Recommendations

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Product Update Form Description

The following issues are resolved: 1) The report in the 'View Results' form is updated for improved performance. 2) Chart view for the 'Clinical Pathway Disenrollment' form is updated to print the dictionary value of the 'Pathway Name' field. 3) The error 'Required field missing; INSERT or UPDATE not allowed' that may occur in the 'Clinical Pathway Enrollment' form when submitting an enrollment.

Included Updates

11

Required Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Review Results - Print Results
A performance issue has been resolved when attempting to print Lab Results from "Review Results" may take a long time to run. KB0073254 v0.01
Topics
• NX • Results
 
Clinical Pathway - Enrollment and Disenrollment
The following issues are resolved: 1) In Chart view the 'Clinical Pathway Disenrollment' form is updated to print the dictionary value of the 'Pathway Name' field. 3) The error 'Required field missing; INSERT or UPDATE not allowed' that may occur in the 'Clinical Pathway Enrollment' form when submitting an enrollment has been resolved. KB0072879 v0.01
Topics
• Chart View • Clinical Pathway • NX
 
Acceptance Tests
AV-84071 Summary | Details
Review Results - Print Results
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Client Profile / Physicians Orders
  • Results Entry
  • Review Results
Scenario 1: 'Review Results' form - data validations
Specific Setup:
  • At least one order must be placed for [ClientA] through the 'Order Entry Console'.
  • Results must be filed for the order submitted through the 'Results Entry' form.
  • User [StaffA] has access to the "Review Results" form and has "My To Do's" widget on their home view.
  • Log in as [StaffA].
Steps
  1. Open the 'Review Results' form.
  2. Set the 'Client ID' field to [ClientA].
  3. Select the result from the 'Select Results' field.
  4. Validate the information populated in the "Results" text box is correct.
  5. Populate the "Comments" field.
  6. Set the 'Send Results Notification To' field to [StaffA].
  7. Click [Submit]. [Note the date and time].
  8. Repeat steps 1 thru 3.
  9. Validate the results populated in the "Results" text box are correct.
  10. Validate the "Review History" field contains:
  11. Reviewed By: [StaffA] with the date and time noted in step 7.
  12. Comments: comments entered in step 5.
  13. Close the form.
  14. In the 'My To Do's' widget select the "Review Results" link for filed row for [ClientA].
  15. Check the [Client Reviewed] box.
  16. Click [Mark Reviewed].
  17. Add a comment in the "Note" box.
  18. Click [Save]. (Note the date and time).
  19. Repeat steps 1 thru 3.
  20. Validate the results populated in the "Results" text box are correct.
  21. Validate the "Review History" field now contains:
  22. Reviewed By: [StaffA] with the date and time noted in step 7.
  23. Comments: comments entered in step 5.
  24. Reviewed By: [StaffA] with the date and time the To Do reviewed, noted in step 12.
  25. Comments: comments entered when reviewing the To Do in step 12.
Scenario 2: Review Results - Print Results
Specific Setup:
  • Admit a test client into any episode.
  • Using either "Client Profile/Physician Orders" or "Order Entry Console", enter a lab order for the test client.
  • Using "Results Entry" enter results for the ordered lab test.
Steps
  1. Open the "Review Results" form.
  2. Select a client.
  3. Select an order/result from the "Select Results" dropdown.
  4. Click the "View/Print Results" button.
  5. Validate the report prints the lab/result information.
  6. Close the report.
Topics
• NX • Results
AV-87126 Summary | Details
Clinical Pathway - Enrollment and Disenrollment
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Chart Review
  • Clinical Pathway Disenrollment
  • Clinical Pathway Enrollment
Scenario 1: Clinical Pathway Disenrollment - Add a Disenrollment
Specific Setup:
  • A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color (Pathway A).
  • Dictionary values must be defined for the "CWS" file - "(5010) Reason for Disenrollment" data element. This can be done in the 'Dictionary Update' form.
Steps
  1. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  2. Verify the 'Date of Enrollment' field defaults to the current date.
  3. Select "Pathway A" in the 'Pathway Name' field.
  4. Select "Yes" for 'Primary Pathway'.
  5. Click [Submit] and [No].
  6. Validate the 'My Clients' list contains "Client A" in the pathway color.
  7. Select "Client A" and access the 'Clinical Pathway Disenrollment' form.
  8. Validate the 'Date of Disenrollment' field defaults the current date.
  9. Select "Pathway A" in the 'Pathway Name' field.
  10. Select desired value in the 'Reason for Disenrollment' field.
  11. Click [Submit] and [No].
  12. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  13. Validate the Pre-Display contains the prior enrollment record in "Pathway A" and the 'Disenrollment Date' field contains the date of disenrollment.
  14. Click [Edit].
  15. Validate a "Clinical Pathway Enrollment" message is displayed stating: Disenrollment exists. Enrollment can only be viewed.
  16. Click [OK].
  17. Validate the 'Date of Enrollment' field is disabled and cannot be edited.
  18. Validate the 'Pathway Name' field is disabled and cannot be edited.
  19. Validate the 'Primary Pathway' field is disabled and cannot be edited.
  20. Close the form.
  21. Validate the 'My Clients' list contains "Client A" without the pathway color.
Scenario 2: Clinical Pathway Enrollment - Add an Enrollment
Specific Setup:
  • A pathway is defined in the 'Clinical Pathway Definition' form. "Yes" is selected in the 'Alert When Accessed' field. This pathway is also defined with a color (Pathway A).
  • Multiple other pathways are defined with colors in the 'Clinical Pathway Definition' form.
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  2. Validate the 'Date of Enrollment' field defaults to the current date.
  3. Validate the 'Pathway Name' field contains only pathways defined in the system.
  4. Select "Pathway A" in the 'Pathway Name' field.
  5. Select "Yes" for 'Primary Pathway'.
  6. Click [Submit] and [No].
  7. Validate the 'My Clients' list contains "Client A" in the pathway color.
  8. Select "Client A" and access the 'Clinical Pathway Enrollment' form.
  9. Click [Add] to add an additional pathway.
  10. Select "Pathway A" in the 'Pathway Name' field.
  11. Validate a message is displayed stating: Client is already enrolled in the selected Clinical Pathway.
  12. Click [OK].
  13. Select any new value in the 'Pathway Name' field.
  14. Select "Yes" for 'Primary Pathway'.
  15. Validate a message is displayed stating: Primary Pathway already exists. "Pathway A" is the current Primary Pathway.
  16. Click [OK].
  17. Select "No" in the 'Primary Pathway' field.
  18. Click [Submit] and [No].
  19. Validate the 'My Clients' list contains "Client A" in the primary pathway color.
Scenario 3: Chart Review - Clinical Pathway Disenrollment
Specific Setup:
  • Admit a test client into any episode.
  • Using the "Clinical Pathway Enrollment" form, enroll a test client into a clinical pathway.
  • Add "Clinical Pathways Disenrollment" form to the Chart through Customize Forms.
Steps
  1. Open the "Chart Review" form.
  2. Navigate to the Chart section.
  3. Select the "Clinical Pathway Enrollment" form.
  4. Click the "Add" button.
  5. Add a disenrollment record.
  6. Return to the "Chart".
  7. Validate the existing "Clinical Pathway Disenrollment" pathname and number display on the form.
  8. Edit the existing "Clinical Pathway Disenrollment" data.
  9. Validate the data displays as it was previously entered.
  10. Select "Print" to print the disenrollment.
  11. Validate the disenrollment data prints as it was previously entered.
  12. Close all forms.
Topics
• Chart View • Clinical Pathway • NX