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Avatar CWS 2023 Update 52

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2023 Update 28

Product Update Form Description

The issue where a client may incorrectly show as individualized when editing a group note is resolved.

Included Updates

15, 15.1, 21, 28, 35, 39, 43, 44, 51

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Progress Notes (Group and Individual) - Editing Group Notes
An issue has been resolved where a client may incorrectly show as individualized when editing a group note in "Progress Notes (Group and Individual)" form is resolved.
Topics
• Group Progress Notes • NX • Progress Notes
 
Acceptance Tests
AV-89167 Summary | Details
Progress Notes (Group and Individual) - Editing Group Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission (Outpatient)
  • Enter Group Default Note (Workflow)
  • Group Registration
  • Post Staff Activity Log
  • Registry Settings (CWS)
  • Review To Do Item
  • Scheduling Calendar
  • TO DO'S
  • Admission
  • Clinical Document Viewer
  • Create New Progress Notes Form
  • Crystal Report Viewer
  • Document Routing Setup (PM)
  • Problem List
  • Progress Notes (Group and Individual)
  • Set System Defaults (CWS)
  • Site Specific Section Modeling (CWS)
  • User Definition
  • Client Ledger
  • Registry Settings (PM)
Scenario 1: Enter Group Default Note (Workflow) - Field Validations
Specific Setup:
  • Registry setting "User To Send Scratch Note To-Do Item To" is set to "D".
Steps
  1. Open the "Scheduling Calendar" form.
  2. Create a group appointment.
  3. Open the "Post Staff Activity Log".
  4. Post the group appointment.
  5. Open the "Enter Group Default Note (Workflow)".
  6. File out the group default notes and file.
  7. Navigate to the "ToDo" widget.
  8. Click the "Review To Do Item" link on the row that was added for Group Default Note that was just entered.
  9. Mark as reviewed.
  10. Open the "Progress Notes Group and Individual" form.
  11. Validate you can see the Group Default Note in the "Select Note To Edit" field.
  12. Individualize and complete the note.
  13. Set "Draft/Final" to "Final" to finalize the note.
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.
  • The following fields must be added to the "Progress Notes (Group and Individual)" form: "Add to Group - Use Caseload or Unit Selection", "Unit", "Select Clients", "Add Selected Clients to Group List".
  • 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.
  31. Open the "Progress Notes (Group and Individual)" form.
  32. Create a group note for an "Independent" note.
  33. Add additional members to the group by using the "Caseload" selection in the "Add to Group - Use Caseload or Unit Selection" field.
  34. Submit the group scratch note.
  35. Edit the group default scratch note that was saved in the previous step.
  36. Add group members to the group by using the "Unit" selection in the "Add to Group - Use Caseload or Unit Selection" field and then selecting a unit in the "Unit" field.
  37. Submit the group scratch note.
  38. Navigate to the "individual Progress Note" tab.
  39. Proceed to individualize and finalize a note for one group or more group members.
  40. Edit the group default scratch note again.
  41. Submit the group scratch note.
  42. Note that a message pops up indicating that some members of the group have already been individualized and therefore won't contain any further edits to the group note.
Scenario 3: Progress Notes (Group and Individual) - Edit Scratch Notes - New Service
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.
  • The following fields must be added to the "Progress Notes (Group and Individual)" form: "Add to Group - Use Caseload or Unit Selection", "Unit", "Select Clients", "Add Selected Clients to Group List".
  • 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.
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 "New Service" 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 note for a "New Service".
  25. Add additional members to the group by using the "Caseload" selection in the "Add to Group - Use Caseload or Unit Selection" field.
  26. Submit the group scratch note.
  27. Edit the group default scratch note that was saved in the previous step.
  28. Add group members to the group by using the "Unit" selection in the "Add to Group - Use Caseload or Unit Selection" field and then selecting a unit in the "Unit" field.
  29. Submit the group scratch note.
  30. Navigate to the "Individual Progress Note" tab.
  31. Proceed to individualize and finalize a note for one group or more group members.
  32. Edit the group default scratch note again.
  33. Note that a message pops up indicating that some members of the group have already been individualized and therefore won't contain any further edits to the group note.
Scenario 4: Progress Notes (Group and Individual) - Edit Scratch Notes - Existing Appointment
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.
  • The following fields must be added to the "Progress Notes (Group and Individual)" form: "Add to Group - Use Caseload or Unit Selection", "Unit", "Select Clients", "Add Selected Clients to Group List".
  • 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.
Steps
  1. Using "Scheduling Calendar", create a group appointment for the group created in setup.
  2. Open the "Progress Notes (Group and Individual)" form.
  3. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  4. Select "Existing Appointment" in the "Progress Note For" field.
  5. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field.
  6. 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.
  7. Close the "Progress Note (Group and Individual)" form.
  8. Open the "Progress Notes (Group and Individual)" form.
  9. A message pops up asking you if you want to retrieve the autosaved backup.
  10. Select the backup that you want to retrieve.
  11. Click the OK button.
  12. The group default note is restored from backup.
  13. Fill in all required and desired fields on the form.
  14. Click "Submit Note" or "File Note" button.
  15. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  16. Make any necessary edits.
  17. Click "Submit Note" or "File Note" button to save the group scratch note.
  18. You can edit the scratch notes multiple times if necessary.
  19. You can have multiple group scratch notes in process at one time.
  20. 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.
  21. 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.
  22. Open the "Clinical Document Viewer" form.
  23. Display the progress notes that were finalized.
  24. Validate that they display as they were saved.
  25. Open the "Scheduling Calendar".
  26. Schedule a group appointment.
  27. Open the "Progress Notes (Group and Individual)" form.
  28. Create a group note for an "Existing Appointment" for the group used in the previous step.
  29. Add additional members to the group by using the "Caseload" selection in the "Add to Group - Use Caseload or Unit Selection" field.
  30. Submit the group scratch note.
  31. Edit the group default scratch note that was saved in the previous step.
  32. Add group members to the group by using the "Unit" selection in the "Add to Group - Use Caseload or Unit Selection" field and then selecting a unit in the "Unit" field.
  33. Submit the group scratch note.
  34. Navigate to the "individual Progress Note" tab.
  35. Proceed to individualize and finalize a note for one group or more group members.
  36. Edit the group default scratch note again.
  37. Note that a message pops up indicating that some members of the group have already been individualized and therefore won't contain any further edits to the group note.
Scenario 5: Progress Notes (Group and Individual) - Edit Scratch Note - Existing Service
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 is 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.
  • The following fields must be added to the "Progress Notes (Group and Individual)" form: "Add to Group - Use Caseload or Unit Selection", "Unit", "Select Clients", "Add Selected Clients to Group List".
  • Admit three test clients or select three 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.
Steps
  1. Using "Scheduling Calendar", create a group appointment for the group created in setup.
  2. Also, using "Scheduling Calendar", check in and check out all group members.
  3. Open the "Progress Notes (Group and Individual)" form.
  4. Click the group note section. Such as "Group Default Note" or "Begin Default Note".
  5. Select "Existing Service" in the "Progress Note For" field.
  6. Select the appointment entered in the previous step from the "Select Existing Appointment/Service" field.
  7. 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.
  8. Close the "Progress Note (Group and Individual)" form.
  9. Open the "Progress Notes (Group and Individual)" form.
  10. A message pops up asking you if you want to retrieve the autosaved backup.
  11. Select the backup that you want to retrieve.
  12. Click the OK button.
  13. The group default note is restored from backup.
  14. Fill in all required and desired fields on the form.
  15. Click "Submit Note" or "File Note" button.
  16. Using the "Select Note To Edit" field added with this update, select the scratch default group note to edit.
  17. Make any necessary edits.
  18. Click "Submit Note" or "File Note" button to save the group scratch note.
  19. You can edit the scratch notes multiple times if necessary.
  20. You can have multiple group scratch notes in process at one time.
  21. 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.
  22. 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.
  23. Open the "Clinical Document Viewer" form.
  24. Display the progress notes that were finalized.
  25. Validate that they display as they were saved.
  26. Open the "Scheduling Calendar" form.
  27. Schedule a group appointment.
  28. Check the appointment in and out.
  29. Open the "Progress Notes (Group and Individual)" form.
  30. Create a group note for an "Existing Service" for the appointment created in the previous step.
  31. Add additional members to the group by using the "Caseload" selection in the "Add to Group - Use Caseload or Unit Selection" field.
  32. Submit the group scratch note.
  33. Edit the group default scratch note that was saved in the previous step.
  34. Add group members to the group by using the "Unit" selection in the "Add to Group - Use Caseload or Unit Selection" field and then selecting a unit in the "Unit" field.
  35. Submit the group scratch note.
  36. Navigate to the "individual Progress Note" tab.
  37. Proceed to individualize and finalize a note for one group or more group members.
  38. Edit the group default scratch note again.
  39. Note that a message pops up indicating that some members of the group have already been individualized and therefore won't contain any further edits to the group note.
Topics
• Group Progress Notes • NX • Progress Notes