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Avatar CWS 2023 Update 54

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Product Update Form Description

An issue in 'Progress Notes' forms that may prevent signatures from being displayed in chart view is resolved.

Included Updates

14

Required Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Progress Notes - Signatures in Chart View/Progress Notes Widget
An issue in 'Progress Notes' forms that may prevent signatures from being displayed in chart view and 'Progress Notes Widget' is resolved.
Topics
• Group Progress Notes • NX • Progress Notes
 
Acceptance Tests
AV-89796 Summary | Details
Progress Notes - Signatures in Chart View/Progress Notes Widget
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Create New Progress Notes Form
  • Document Routing Setup (PM)
  • Problem List
  • Progress Notes (Group and Individual)
  • Progress Notes (Group and Individual) 14
  • Site Specific Section Modeling (CWS)
  • User Definition
  • View Definition
  • Clinical Document Viewer
  • Client Charge Input
  • Client Ledger
  • .Progress Note
Scenario 1: Chart View - View Progress Notes (Group and Individual) documents
Specific Setup:
  • Add the "Progress Notes Widget" to the user's home view.
  • 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.
  • Using "Create New Progress Notes" form:
  • Generate a new Progress Notes (Group and Individual) form.
  • Using the "Site Specific Section Modeling" form under the CWS menu:
  • Add a "SS Signature Pad" field to the newly created "Progress Notes (Group and Individual)" form.
  • Set "Signature Command Button Caption" to the desired label for the command button.
  • Set "Signature Line 1" to "Signature".
  • Submit the form.
  • Using the "User Definition" or "User Role Definition" form:
  • Give the user access to the form under the "Forms and Tables" section.
  • Submit the form.
  • Using "Document Routing Setup":
  • Enable document routing for the newly created "Progress Notes (Group and Individual)" form.
Steps
  • Add the "Progress Notes Widget" to the user's home view.
  • 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.
  • Using "Create New Progress Notes" form:
  • Generate a new Progress Notes (Group and Individual) form.
  • Using the "Site Specific Section Modeling" form under the CWS menu:
  • Add a "SS Signature Pad" field to the newly created "Progress Notes (Group and Individual)" form.
  • Set "Signature Command Button Caption" to the desired label for the command button.
  • Set "Signature Line 1" to "Signature".
  • Submit the form.
  • Using the "User Definition" or "User Role Definition" form:
  • Give the user access to the form under the "Forms and Tables" section.
  • Submit the form.
  • Using "Document Routing Setup":
  • Enable document routing for the newly created "Progress Notes (Group and Individual)" form.
  1. ent.
Scenario 2: Progress Notes (Group and Individual) - Signature - Independent Note
Specific Setup:
  1. Using "Create New Progress Notes" form:
  2. Generate a new Progress Notes (Group and Individual) form.
  3. Using the "Site Specific Section Modeling" form under the CWS menu:
  4. Add a "SS Signature Pad" field to the newly created "Progress Notes (Group and Individual)" form.
  5. Set "Signature Command Button Caption" to the desired label for the command button.
  6. Set "Signature Line 1" to "Signature".
  7. Submit the form.
  8. Using the "User Definition" or "User Role Definition" form:
  9. Give the user access to the form under the "Forms and Tables" section.
  10. Submit the form.
  11. Using "Document Routing Setup":
  12. Enable document routing for the newly created "Progress Notes (Group and Individual)" form. "Ambulatory Progress Notes" form.
  13. Admit a test client into any episode.
  14. Add the "Progress Notes Widget" to the user's home view.
Steps
  1. Open the newly created "Progress Notes (Group and Individual)" form.
  2. Create a progress note for an independent note.
  3. Click the "Signature" button.
  4. Finalize the note.
  5. Validate the document preview displays the signature.
  6. Route the document to an approver.
  7. Login as the approver.
  8. Navigate to the "ToDo" widget.
  9. Locate the "ToDo" item for the document that was just saved.
  10. Validate the signature displays on the document.
  11. Open the "Client Ledger" form.
  12. Generate a ledger for the test client that would include the service created by filing the note.
  13. Open the "Clinical Document Viewer" form.
  14. Locate the document that was just saved.
  15. Validate the signature displays on the document.
  16. Navigate to the "Progress Notes Widget".
  17. Locate the document that was just saved.
  18. Validate the signature displays on the document.
Scenario 3: Progress Notes (Group and Individual) 14 - Signature - New Service
Specific Setup:
  • Using "Create New Progress Notes" form:
  • Generate a new Progress Notes (Group and Individual) form.
  • Using the "Site Specific Section Modeling" form under the CWS menu,
  • Add a "SS Signature Pad" field to the newly created "Progress Notes (Group and Individual)" form.
  • Set "Signature Command Button Caption" to the desired label for the command button.
  • Set "Signature Line 1" to "Signature".
  • Submit the form.
  • Using the "User Definition" or "User Role Definition" form:
  • Give the user access to the form under the "Forms and Tables" section.
  • Submit the form.
  • Using "Document Routing Setup":
  • Enable document routing for the newly created "Progress Notes (Group and Individual)" form. "Ambulatory Progress Notes" form.
  • Admit a test client into any episode.
  • Add the "Progress Notes Widget" to the user's home view.
Steps
  1. Open the newly created "Progress Notes (Group and Individual)" form.
  2. Create a progress note for a new service.
  3. Click the "Signature" button.
  4. Finalize the note.
  5. Validate the document preview displays the signature.
  6. Route the document to an approver.
  7. Login as the approver.
  8. Navigate to the "ToDo" widget.
  9. Locate the "ToDo" item for the document that was just saved.
  10. Validate the signature displays on the document.
  11. Open the "Client Ledger" form.
  12. Generate a ledger for the test client that would include the service created by filing the note.
  13. Open the "Clinical Document Viewer" form.
  14. Locate the document that was just saved.
  15. Validate the signature displays on the document.
  16. Navigate to the "Progress Notes Widget".
  17. Locate the document that was just saved.
  18. Validate the signature displays on the document.
Scenario 4: Progress Notes (Group and Individual) - Signature - Existing Appointment
Specific Setup:
  • Using "Create New Progress Notes" form:
  • Generate a new Progress Notes (Group and Individual) form.
  • Using the "Site Specific Section Modeling" form under the CWS menu:
  • Add a "SS Signature Pad" field to the newly created "Progress Notes (Group and Individual)" form.
  • Set "Signature Command Button Caption" to the desired label for the command button.
  • Set "Signature Line 1" to "Signature".
  • Submit the form.
  • Using the "User Definition" or "User Role Definition" form:
  • Give the user access to the form under the "Forms and Tables" section.
  • Submit the form.
  • Using "Document Routing Setup":
  • Enable document routing for the newly created "Progress Notes (Group and Individual)" form. "Ambulatory Progress Notes" form.
  • Admit a test client into any episode.
  • Add the "Progress Notes Widget" to the user's home view.
  • Using the "Scheduling Calendar" form:
  • Add an appointment for the test client.
Steps
  1. Open the newly created "Progress Notes (Group and Individual)" form.
  2. Create a progress note for an existing appointment and attach the note to the appointment.
  3. Click the "Signature" button.
  4. Finalize the note.
  5. Validate the document preview displays the signature.
  6. Route the document to an approver.
  7. Login as the approver.
  8. Navigate to the "ToDo" widget.
  9. Locate the "ToDo" item for the document that was just saved.
  10. Validate the signature displays on the document.
  11. Open the "Clinical Document Viewer" form.
  12. Locate the document that was just saved.
  13. Validate the signature displays on the document.
  14. Navigate to the "Progress Notes Widget".
  15. Locate the document that was just saved.
  16. Validate the signature displays on the document.
Scenario 5: Progress Notes (Group and Individual) - Signature - Existing Service
Specific Setup:
  • Using "Create New Progress Notes" form:
  • Generate a new Progress Notes (Group and Individual) form.
  • Using the "Site Specific Section Modeling" form under the CWS menu:
  • Add a "SS Signature Pad" field to the newly created "Progress Notes (Group and Individual)" form.
  • Set "Signature Command Button Caption" to the desired label for the command button.
  • Set "Signature Line 1" to "Signature".
  • Submit the form.
  • Using the "User Definition" or "User Role Definition" form:
  • Give the user access to the form under the "Forms and Tables" section.
  • Submit the form.
  • Using "Document Routing Setup":
  • Enable document routing for the newly created "Progress Notes (Group and Individual)" form. "Ambulatory Progress Notes" form.
  • Admit a test client into any episode.
  • Add the "Progress Notes Widget" to the user's home view.
  • Using the "Client Charge Input" form:
  • Add a charge for the test client.
Steps
  1. Open the newly created "Progress Notes (Group and Individual)" form.
  2. Create a progress note for an existing service and attach the service to the note.
  3. Click the "Signature" button.
  4. Finalize the note.
  5. Validate the document preview displays the signature.
  6. Route the document to an approver.
  7. Login as the approver.
  8. Navigate to the "ToDo" widget.
  9. Locate the "ToDo" item for the document that was just saved.
  10. Validate the signature displays on the document.
  11. Open the "Clinical Document Viewer" form.
  12. Locate the document that was just saved.
  13. Validate the signature displays on the document.
  14. Navigate to the "Progress Notes Widget".
  15. Locate the document that was just saved.
  16. Validate the signature displays on the document.
Scenario 6: Ambulatory Progress Notes - Signature - New Service
Specific Setup:
  • Using the "Site Specific Section Modeling" form under the CWS menu:
  • Add a "SS Signature Pad" field to the "Ambulatory Progress Notes" form.
  • Set "Signature Command Button Caption" to the desired label for the command button.
  • Set "Signature Line 1" to "Signature".
  • Submit the form.
  • Using the "User Definition" or "User Role Definition" form:
  • Give the user access to the form under the "Forms and Tables" section.
  • Submit the form.
  • Using "Document Routing Setup":
  • Enable document routing for the "Ambulatory Progress Notes" form.
  • Admit a test client into any episode.
  • Add the "Progress Notes Widget" to the user's home view.
Steps
  1. Open the "Ambulatory Progress Notes" form.
  2. Create a progress note.
  3. Click the "Signature" button.
  4. Finalize the note.
  5. Validate the document preview displays the signature.
  6. Route the document to an approver.
  7. Login as the approver.
  8. Navigate to the "ToDo" widget.
  9. Locate the "ToDo" item for the document that was just saved.
  10. Validate the signature displays on the document.
  11. Open the "Clinical Document Viewer" form.
  12. Locate the document that was just saved.
  13. Validate the signature displays on the document.
  14. Navigate to the "Progress Notes Widget".
  15. Locate the document that was just saved.
  16. Validate the signature displays on the document.
Topics
• Group Progress Notes • NX • Progress Notes