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Avatar CWS 2023 Update 43

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar Appointment Scheduling 2023 Update 10

Additional Requirements

Avatar Appointment Scheduling 2023 Update 10

Product Update Form Description

Avatar CWS is enhanced to default a 'Note Type' on 'Progress Notes (Group and Individual)' based on the selected 'Group'. Please note: Avatar Appointment Scheduling 2023 Update 10 is required for full functionality.

Included Updates

15, 15.1, 28, 39

Required Updates

Avatar CWS 2023 Update 28
Avatar CWS 2023 Update 15.1
Details
NEW1 CHANGED0 FIXED0
New (1)
Progress Notes (Group and Individual) - Group Default Notes - Default 'Note Type'
Avatar CWS is enhanced to support a default 'Note Type' in the 'Group Default Notes' section of 'Progress Notes (Group and Individual)' based on the selected group.
Value Added: The ability to associate a default 'Note Type' to a group
Topics
• Group Progress Notes • Progress Notes
 
Acceptance Tests
AV-85649 Summary | Details
Progress Notes (Group and Individual) - Group Default Notes - Default 'Note Type'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Group Registration
  • Progress Notes (Group and Individual)
Scenario 1: Progress Notes (Group and Individual) - Group New Service - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A practitioner is associated to the logged in user (Practitioner A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Progress Notes (Group and Individual)' form.
  6. Select the "Group Default Notes" section.
  7. Enter the current date in the 'Date Of Group' field.
  8. Select "Practitioner A" in the 'Practitioner' field.
  9. Select "New Service" in the 'Progress Note For' field.
  10. Select "Group A" in the 'Group Name Or Number' field.
  11. Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired.
  12. Enter the desired value in the 'Note' field.
  13. Select the desired value in the 'Service Charge Code' field.
  14. Select the desired value in the 'Service Program' field.
  15. Populate any other required and desired fields.
  16. Click [File Note].
  17. Validate a message is displayed stating: Progress notes are filed.
  18. Click [OK].
  19. Select the "Individual Progress Notes" section.
  20. Select "Group A" in the 'Group Name Or Number' field.
  21. Enter the current date in the 'Note Date' field.
  22. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B".
  23. Select the note for "Client A" in the 'Select Note To Edit' field.
  24. Validate all fields populate based off the values entered in the group note.
  25. Validate the 'Note Type' field contains "Note Type A".
  26. Individualize the note as desired and file the note.
  27. Repeat steps 2o-2q for "Client B".
  28. Close the form.
  29. Select "Client A" and access the 'Progress Notes' widget.
  30. Validate the progress note filed in the previous steps is displayed.
  31. Select "Client B" and access the 'Progress Notes' widget.
  32. Validate the progress note filed in the previous steps is displayed.
Scenario 2: Progress Notes (Group and Individual) - Group Existing Service - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A practitioner is associated to the logged in user (Practitioner A).
  • "Group A" has a service with "Practitioner A" for the current date.
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Progress Notes (Group and Individual)' form.
  6. Select the "Group Default Notes" section.
  7. Enter the current date in the 'Date Of Group' field.
  8. Select "Practitioner A" in the 'Practitioner' field.
  9. Select "Existing Service" in the 'Progress Note For' field.
  10. Select the service for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  11. Validate the 'Group Name Or Number' field contains "Group A".
  12. Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired.
  13. Enter the desired value in the 'Note' field.
  14. Click [File Note].
  15. Validate a message is displayed stating: Progress notes are filed.
  16. Click [OK].
  17. Select 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" and "Client B".
  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. Validate the 'Note Type' field contains "Note Type A".
  24. Individualize the note as desired and file the note.
  25. Repeat steps 2o-2q for "Client B".
  26. Close the form.
  27. Select "Client A" and access the 'Progress Notes' widget.
  28. Validate the progress note filed in the previous steps is displayed.
  29. Select "Client B" and access the 'Progress Notes' widget.
  30. Validate the progress note filed in the previous steps is displayed.
Scenario 3: Progress Notes (Group and Individual) - Group Existing Appointment - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A practitioner is associated to the logged in user (Practitioner A).
  • "Group A" has an appointment scheduled with "Practitioner A" for the current date.
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Progress Notes (Group and Individual)' form.
  6. Select the "Group Default Notes" section.
  7. Enter the current date in the 'Date Of Group' field.
  8. Select "Practitioner A" in the 'Practitioner' field.
  9. Select "Existing Appointment" in the 'Progress Note For' field.
  10. Select the appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  11. Validate the 'Group Name Or Number' field contains "Group A".
  12. Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired.
  13. Enter the desired value in the 'Note' field.
  14. Click [File Note].
  15. Validate a message is displayed stating: Progress notes are filed.
  16. Click [OK].
  17. Select 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" and "Client B".
  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. Validate the 'Note Type' field contains "Note Type A".
  24. Individualize the note as desired and file the note.
  25. Repeat steps 2o-2q for "Client B".
  26. Close the form.
  27. Select "Client A" and access the 'Progress Notes' widget.
  28. Validate the progress note filed in the previous steps is displayed.
  29. Select "Client B" and access the 'Progress Notes' widget.
  30. Validate the progress note filed in the previous steps is displayed.
Scenario 4: Progress Notes (Group and Individual) - Group Independent Note - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A practitioner is associated to the logged in user (Practitioner A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Progress Notes (Group and Individual)' form.
  6. Select the "Group Default Notes" section.
  7. Enter the current date in the 'Date Of Group' field.
  8. Select "Practitioner A" in the 'Practitioner' field.
  9. Select "Independent Note" in the 'Progress Note For' field.
  10. Select "Group A" in the 'Group Name Or Number' field.
  11. Validate "Note Type A" is defaulted into the 'Note Type' field. Please note: this can be updated, if desired.
  12. Enter the desired value in the 'Note' field.
  13. Click [File Note].
  14. Validate a message is displayed stating: Progress notes are filed.
  15. Click [OK].
  16. Select 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 group scratch notes for "Client A" and "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. Validate the 'Note Type' field contains "Note Type A".
  23. Individualize the note as desired and file the note.
  24. Repeat steps 2o-2q for "Client B".
  25. Close the form.
  26. Select "Client A" and access the 'Progress Notes' widget.
  27. Validate the progress note filed in the previous steps is displayed.
  28. Select "Client B" and access the 'Progress Notes' widget.
  29. Validate the progress note filed in the previous steps is displayed.
Topics
• Group Progress Notes • Progress Notes