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Avatar CWS 2023 Update 44

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Product Requirements / Recommendations

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Product Update Form Description

An issue is resolved in the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form where clients may not display in the 'Select Clients' field when retrieving a user's caseload.

Included Updates

15, 15.1, 28, 39, 43

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Progress Notes (Group and Individual) - Group Default Notes
Ensure all clients in a user's caseload display in the 'Select Clients' field when "Caseload" is selected in the 'Add to Group - Use Caseload or Unit for Selection' field.
Topics
• Group Progress Notes • Progress Notes
 
Acceptance Tests
AV-88694 Summary | Details
Progress Notes (Group and Individual) - Group Default Notes
Scenario 1: 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 contains all active clients 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
• Progress Notes