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Avatar CWS 2023 Update 50

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2023 Monthly Release 2023.02.01
RADplus 2023 Monthly Release 2023.02.01

Product Update Description

An issue that may occur in 'Progress Notes (Group and Individual)' forms (Group Default section) where 'Co-Practitioner' and 'Co-Practitioner 2' services are not rendered when a patient in a group is marked as missed visit is revolved.

Required Updates

None

Included Updates

15, 15.1, 21, 28, 35, 39, 43, 44

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Progress Notes (Group and Individual)
Functionality for Progress Notes (Group and Individual) has been modified to ensure that data is being retained when an appointment is missed, and the group service has co-practitioners. The data will be retained in the 'staff_tx_history table'. KB0074455 v0.01
Topics
• Group Progress Notes • NX
 
Acceptance Tests
AV-89220 Summary | Details
Progress Notes (Group and Individual)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Progress Notes (Group and Individual)
  • Registry Settings (PM)
Scenario 1: Progress Notes (Group and Individual) - 'Group Default Notes' - file an existing appointment group note with all members marked as missed
Specific Setup:
  • The 'Post Missed Visit Appointments Within Scheduling Calendar' registry setting is set to "YP".
  • The 'Inpatient Progress Note', 'Outpatient Progress Note', 'Note Type', and 'Reason For Correction (Progress Notes)' fields must be configured in the 'Appointment Scheduling System Defaults' form.
  • A group must exist (Group A) with two clients (Client A & Client B).
  • A group appointment must be scheduled for "Group A".
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Enter the desired practitioner in the 'Practitioner' field.
  5. Select "Existing Appointment" in the 'Progress Note For' field.
  6. Select the desired value in the 'Note Type' field.
  7. Select the existing appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  8. Enter the desired value in the 'Note' field.
  9. Validate the 'Client Who Attended Group' field contains "Client A" and "Client B".
  10. De-select "Client A" and "Client B" in the 'Client Who Attended Group' field.
  11. Select the desired value in the 'Missed Visit Service Code' field.
  12. Enter the desired value in the 'Missed Visit Notes' field.
  13. Click [File Note].
  14. Validate a "Group Default Notes" message is displayed stating: Missed visits are filed.
  15. Click [OK] and close the form.
  16. Double click on "Client A" in the 'My Clients' widget.
  17. Select the progress note form from the left-hand side.
  18. Validate a progress note is displayed for the missed visit.
  19. Close the chart.
  20. Double click on "Client B" in the 'My Clients' widget.
  21. Select the progress note form from the left-hand side.
  22. Validate a progress note is displayed for the missed visit.
  23. Close the chart.
  24. Access the 'Client Ledger' form.
  25. Enter "Client A" in the 'Client ID' field.
  26. Select "All Episodes" in the 'Client/Episode/All Episodes' field.
  27. Select "Simple" in the 'Ledger Type' field.
  28. Select "Yes" in the 'Include Zero Charges' field.
  29. Click [Process].
  30. Validate the service is displayed for the missed visit.
  31. Click [Dismiss] and [Yes] to return to form.
  32. Enter "Client B" in the 'Client ID' field.
  33. Select "All Episodes" in the 'Client/Episode/All Episodes' field.
  34. Select "Simple" in the 'Ledger Type' field.
  35. Select "Yes" in the 'Include Zero Charges' field.
  36. Click [Process].
  37. Validate the service is displayed for the missed visit.
  38. Click [Dismiss] and close the form.
  39. Access Crystal Reports or other SQL Reporting Tool.
  40. Create a report using the 'SYSTEM.billing_tx_history' table.
  41. Validate rows are displayed for the "Group A"- one for "Client A" and one for "Client B".
  42. Validate the 'number_of_clients' field contains "0" since both members were marked as missed.
  43. Close the report.
Scenario 2: Progress Notes (Group and Individual) - 'Group Default Notes' - file an existing appointment group note with some members marked as missed
Specific Setup:
  • The 'Post Missed Visit Appointments Within Scheduling Calendar' registry setting is set to "YP".
  • The 'Inpatient Progress Note', 'Outpatient Progress Note', 'Note Type', and 'Reason For Correction (Progress Notes)' fields must be configured in the 'Appointment Scheduling System Defaults' form.
  • A group must exist (Group A) with two clients (Client A & Client B).
  • A group appointment must be scheduled for "Group A".
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Enter the desired practitioner in the 'Practitioner' field.
  5. Select "Existing Appointment" in the 'Progress Note For' field.
  6. Select the desired value in the 'Note Type' field.
  7. Select the existing appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  8. Enter the desired value in the 'Note' field.
  9. Validate the 'Client Who Attended Group' field contains "Client A" and "Client B".
  10. De-select "Client A" in the 'Client Who Attended Group' field.
  11. Select the desired value in the 'Missed Visit Service Code' field.
  12. Enter the desired value in the 'Missed Visit Notes' field.
  13. Click [File Note].
  14. Validate a "Group Default Notes" message is displayed stating: Missed visits are filed.
  15. Select the "Individual Progress Notes" section.
  16. Validate a "Warning" message is displayed stating: Selecting this tab will cause any unsaved data to be lost. Are you sure you want to continue?
  17. Click [Yes].
  18. Enter "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 does not contain "Client A".
  21. Select the note for "Client B" in the 'Select Note To Edit' field.
  22. Select "Final" in the 'Draft/Final' field.
  23. Click [File Note].
  24. Validate a message is displayed stating: Note Filed.
  25. Click [OK] and close the form.
  26. Double click on "Client A" in the 'My Clients' widget.
  27. Select the progress note form from the left-hand side.
  28. Validate a progress note is displayed for the missed visit.
  29. Close the chart.
  30. Double click on "Client B" in the 'My Clients' widget.
  31. Select the progress note form from the left-hand side.
  32. Validate the individualized progress note is displayed.
  33. Close the chart.
  34. Access the 'Client Ledger' form.
  35. Enter "Client A" in the 'Client ID' field.
  36. Select "All Episodes" in the 'Client/Episode/All Episodes' field.
  37. Select "Simple" in the 'Ledger Type' field.
  38. Select "Yes" in the 'Include Zero Charges' field.
  39. Click [Process].
  40. Validate the service is displayed for the missed visit.
  41. Click [Dismiss] and [Yes] to return to form.
  42. Enter "Client B" in the 'Client ID' field.
  43. Select "All Episodes" in the 'Client/Episode/All Episodes' field.
  44. Select "Simple" in the 'Ledger Type' field.
  45. Select "Yes" in the 'Include Zero Charges' field.
  46. Click [Process].
  47. Validate the service is displayed for the visit.
  48. Click [Dismiss] and close the form.
  49. Access Crystal Reports or other SQL Reporting Tool.
  50. Create a report using the 'SYSTEM.billing_tx_history' table.
  51. Validate rows are displayed for the "Group A"- one for "Client A" and one for "Client B".
  52. Validate the 'number_of_clients' field contains "1" since one member was marked as missed.
  53. Close the report.
Topics
• Group Progress Notes • NX

 

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