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Avatar CWS 2023 Update 48

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Product Requirements / Recommendations

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Product Update Form Description

The following issues are resolved. 1) The issue that may occur in 'Progress Notes (Group and Individual)' forms where the 'Client Problem List' Product Custom Logic dictionary does not populate upon selecting a client from the 'Select Note To Edit' dictionary. 2) Chart view for 'Progress Notes' forms is updated to print 'Client Problem List' fields with Product Custom Logic.

Included Updates

11, 37

Required Updates

None

Details
NEW0 CHANGED0 FIXED2
Fixed (2)
Progress Notes (Group and Individual) - Client Problem List PCL
The issue that may occur in 'Progress Notes (Group and Individual)' forms where the 'Client Problem List' Product Custom Logic dictionary does not populate upon selecting a client from the 'Select Note To Edit' dictionary.
KB0073595 v0.01
Topics
• Group Progress Notes • NX • Progress Notes • Widgets
 
Chart View - Progress notes with Client Problem List PCL
The following issue has been resolved in the Chart view for 'Progress Notes' forms is updated to print 'Client Problem List' fields with Product Custom Logic.
Topics
• Group Progress Notes • Progress Notes • Widgets
 
Acceptance Tests
AV-87682 Summary | Details
Progress Notes (Group and Individual) - Client Problem List PCL
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
  • Crystal Report Viewer
  • Document Routing Setup (PM)
  • Group Registration
  • Problem List
  • Progress Notes (Group and Individual)
  • Set System Defaults (CWS)
  • Site Specific Section Modeling (CWS)
  • User Definition
  • View Definition
Scenario 1: Progress Notes Widget - Sort Order by Filing Time in descending order
Specific Setup:
  • Enable document routing for the progress note form to be used for testing by using the "Document Routing Setup" form.
  • Using "Site Specific Section Modeling", add a SS Note Multiple Response Dictionary field to the progress notes used and attach "Problem List" PCL.
  • Admit a test client or select an existing test client.
  • Add the "Progress Notes Widget" to the user's home view using "View Definition" form.
  • Using the "Problem List" form, enter problems for the test client.
Steps
  1. Open the Progress Notes form selected for testing.
  2. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times".
  3. Set the "Note Field" text to "Note 1".
  4. Set the "Draft/Final" to "Draft".
  5. Submit the form.
  6. Open the Progress Notes form selected for testing.
  7. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times".
  8. Set the "Note Field" text to "Note 2".
  9. Set the "Draft/Final" to "Draft".
  10. Submit the form.
  11. Open the Progress Notes form selected for testing.
  12. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Time".
  13. Set the "Note Field" text to "Note 3".
  14. Set the "Date of Service" to the same date as "Note 2".
  15. Set the "Draft/Final" to "Draft".
  16. Submit the form.
  17. Open the Progress Notes form selected for testing.
  18. Edit the 3rd note entered.
  19. Navigate to the "Progress Notes Widget".
  20. Validate the progress notes entered for this test appear in the following sorted order: "Note 1", "Note 3", "Note 2".
  21. "Note 3" will appear prior to "Note 2" since it was filed more recently than "Note 2" and due to the absence of start/end times, the program uses the filing time of the note.
  22. Open the Progress Notes form selected for testing.
  23. Create a progress note for the client and populate the field with Problem List PCL added via "Site Specific Section Modeling" form.
  24. Finalize the note.
  25. Navigate to the "Progress Notes Widget".
  26. Validate the problem data is included on the document.
Scenario 2: 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.
  • Using the "Site Specific Section Modeling" form, edit the "Progress Notes (Group and Individual)" form or copies of, add a "SS Note Multiple Response Dictionary" field and attach Problem Code PCL.
  • Using the "Problem List" form, assign problems to 2 of the test clients admitted.
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.
  23. Open the "Progress Notes (Group and Individual)" form.
  24. Create a group default note.
  25. Individualize the progress notes for the group members making sure to select some or all of the problems listed in the SS Note Multiple Response Dictionary field for 2 of the 3 group members.
  26. Finalize the notes.
  27. Using the "Clinical Document Viewer" form.
  28. Validate the problem data is on the document.
  29. Print the document.
  30. Validate the printed document reflects the correct problem data for each of the 3 group members.
Scenario 3: Chart View - View Progress Notes (Group and Individual) documents
Specific Setup:
  • Add the "Progress Notes Widget" to the user's homeview.
  • Admit a test client into any episode.
  • Using the "Site Specific Section Modeling" form.
  • Add a "SS Note Multiple Response Dictionary" field with Problem List PCL to the "Progress Notes (Group and Individual)" form or one if it's copies.
  • Using the "Problem List" form,
  • Add 1 or more problems for the test client.
Steps
  1. Open the progress note form used for this test.
  2. Create a note for an individual.
  3. Select one or more problems in the new field that was added via "Site Specific Section Modeling".
  4. Finalize the progress note.
  5. Sign the document.
  6. Select the client from the Client Search field.
  7. Double click on the client's name.
  8. Client's Chart comes up.
  9. Select the link for the progress note type that was just filed.
  10. A document list displays.
  11. Select the document that was just stored.
  12. Validate the data from the site specific field displays on the document as it was originally stored.
Topics
• Group Progress Notes • NX • Progress Notes • Widgets
AV-89468 Summary | Details
Chart View - Progress notes with Client Problem List PCL
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Problem List
  • Progress Notes (Group and Individual)
  • Site Specific Section Modeling (CWS)
  • View Definition
Scenario 1: Progress Notes Widget - Sort Order by Filing Time in descending order
Specific Setup:
  • Enable document routing for the progress note form to be used for testing by using the "Document Routing Setup" form.
  • Using "Site Specific Section Modeling", add a SS Note Multiple Response Dictionary field to the progress notes used and attach "Problem List" PCL.
  • Admit a test client or select an existing test client.
  • Add the "Progress Notes Widget" to the user's home view using "View Definition" form.
  • Using the "Problem List" form, enter problems for the test client.
Steps
  1. Open the Progress Notes form selected for testing.
  2. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times".
  3. Set the "Note Field" text to "Note 1".
  4. Set the "Draft/Final" to "Draft".
  5. Submit the form.
  6. Open the Progress Notes form selected for testing.
  7. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Times".
  8. Set the "Note Field" text to "Note 2".
  9. Set the "Draft/Final" to "Draft".
  10. Submit the form.
  11. Open the Progress Notes form selected for testing.
  12. Generate a progress note for a new service, be sure not to populate the "Start Time" and "End Time".
  13. Set the "Note Field" text to "Note 3".
  14. Set the "Date of Service" to the same date as "Note 2".
  15. Set the "Draft/Final" to "Draft".
  16. Submit the form.
  17. Open the Progress Notes form selected for testing.
  18. Edit the 3rd note entered.
  19. Navigate to the "Progress Notes Widget".
  20. Validate the progress notes entered for this test appear in the following sorted order: "Note 1", "Note 3", "Note 2".
  21. "Note 3" will appear prior to "Note 2" since it was filed more recently than "Note 2" and due to the absence of start/end times, the program uses the filing time of the note.
  22. Open the Progress Notes form selected for testing.
  23. Create a progress note for the client and populate the field with Problem List PCL added via "Site Specific Section Modeling" form.
  24. Finalize the note.
  25. Navigate to the "Progress Notes Widget".
  26. Validate the problem data is included on the document.
Scenario 2: Chart View - View Progress Notes (Group and Individual) documents
Specific Setup:
  • Add the "Progress Notes Widget" to the user's homeview.
  • Admit a test client into any episode.
  • Using the "Site Specific Section Modeling" form.
  • Add a "SS Note Multiple Response Dictionary" field with Problem List PCL to the "Progress Notes (Group and Individual)" form or one if it's copies.
  • Using the "Problem List" form,
  • Add 1 or more problems for the test client.
Steps
  1. Open the progress note form used for this test.
  2. Create a note for an individual.
  3. Select one or more problems in the new field that was added via "Site Specific Section Modeling".
  4. Finalize the progress note.
  5. Sign the document.
  6. Select the client from the Client Search field.
  7. Double click on the client's name.
  8. Client's Chart comes up.
  9. Select the link for the progress note type that was just filed.
  10. A document list displays.
  11. Select the document that was just stored.
  12. Validate the data from the site specific field displays on the document as it was originally stored.
Topics
• Group Progress Notes • Progress Notes • Widgets