Skip to main content

Avatar CWS 2023 Update 51

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

Avatar CWS required
RADplus required

Product Update Form Description

An issue is resolved in the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form where the 'Select Clients' field would fail to reset upon switching groups.

Included Updates

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

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Progress Notes (Group and Individual) - 'Group Default Notes' section
Ensure the 'Select Clients' field resets upon switching groups in the 'Group Default Notes' section of the 'Progress Notes (Group and Individual)' form.
Topics
• Group Progress Notes • Progress Notes
 
Acceptance Tests
AV-88904 Summary | Details
Progress Notes (Group and Individual) - 'Group Default Notes' section
Scenario 1: Progress Notes (Group and Individual) - Add multiple clients to group by unit
Specific Setup:
  • A group (Group A) is defined with two clients (Client A & Client B).
  • A second group (Group B) is defined with two clients (Client C & Client D).
  • Two other clients (Client E & Client F) are enrolled in inpatient episodes and are assigned to a unit (Unit A).
  • 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 the "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Select the desired value in the '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 that the 'Client Who Attended Group' field contains "Client A" and "Client B".
  9. Click [Add Client To Group].
  10. Validate the 'Add to Group - Use Caseload or Unit for Selection' field becomes enabled.
  11. Select "Unit" in the 'Add to Group - Use Caseload or Unit for Selection' field.
  12. Validate that the 'Unit' field becomes enabled and required.
  13. Select "Unit A" in the 'Unit' field.
  14. Validate the 'Select Clients' field contains "Client E" and "Client F".
  15. Select "Group B" in the 'Group Name Or Number' field.
  16. Validate the 'Select Clients' field is cleared and no longer contains a value.
  17. Validate the 'Client Who Attended Group' field contains "Client C" and "Client D".
  18. Select "Unit" in the 'Add to Group - Use Caseload or Unit for Selection' field.
  19. Select "Unit A" in the 'Unit' field.
  20. Select "Client E" and "Client D" in the 'Select Clients' field.
  21. Click [Add Selected Clients to Group List].
  22. Validate that the 'Client Who Attended Group' field contains "Client C", "Client D", "Client E", and "Client F".
  23. Click [File Note].
  24. Navigate to the "Individual Progress Notes" section.
  25. Again select "Group B" in the 'Group Name Or Number' field.
  26. Enter the current date in the 'Note Date' field.
  27. Validate that the 'Select Note to Edit' field contains group scratch notes for "Client C", "Client D", "Client E" and "Client F".
  28. Select the note for "Client C" in the 'Select Note To Edit' field.
  29. Validate all fields are populated based on the values entered in the group note.
  30. Individualize the note as desired and file the notes.
  31. Repeat as needed for "Client D", "Client E", and "Client F".
  32. Close the form.
Scenario 2: 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).
  • A second group (Group B) is defined with two clients (Client C & Client D).
  • Two other clients are enrolled in active episodes and are part of the logged in user's caseload (Client E & Client F).
  • 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 "Client A" and "Client B".
  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 "Group B" in the 'Group Name Or Number' field.
  14. Validate the 'Select Clients' field is cleared and no longer contains a value.
  15. Validate the 'Client Who Attended Group' field contains "Client C" and "Client D".
  16. Select "Caseload" in the 'Add to Group - Use Caseload or Unit for Selection' field.
  17. Validate the 'Select Clients' field contains all active clients in the user's caseload with the most recent episode number.
  18. Select "Client E" and "Client F" in the 'Select Clients' field.
  19. Click [Add Selected Clients to Group List].
  20. Validate the 'Client Who Attended Group' field contains "Client C", "Client D", "Client E", and "Client F".
  21. Click [File Note].
  22. Navigate to the "Individual Progress Notes" section.
  23. Select "Group B" in the 'Group Name Or Number' field.
  24. Enter the current date in the 'Note Date' field.
  25. Validate the 'Select Note to Edit' field contains group scratch notes for "Client C", "Client D", "Client E" and "Client F".
  26. Select the note for "Client C" in the 'Select Note To Edit' field.
  27. Validate all fields populate based off the values entered in the group note.
  28. Individualize the note as desired and file the note.
  29. Repeat as needed for "Client D", "Client E", and "Client F".
  30. Close the form.
Topics
• Progress Notes