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Avatar CWS 2023 Update 54.1

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

Required Updates

Avatar CWS 2023 Update 54

Included Updates

14, 54

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-92100 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
  • Progress Notes (Group and Individual) 6
  • Dynamic Form - Client Overbooking
  • Dynamic Form - Scheduling Calendar
  • Dynamic Form - Scheduling Calendar - Warning Same Day Existing Appointment
  • Dynamic Form - Staff Overbooking
  • No Signature Device Detected
  • Client Charge Input
  • Client Ledger
  • Dynamic Form Duplicate Service
  • .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 "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.
  • Generate multiple forms using the newly created progress notes form for viewing in chart.
Steps
  1. Select the test client in the "myClients" widget.
  2. Access the "Chart Review" form.
  3. Retrieve documents that have been manually signed and validate the manual signature displays on the document.
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 an independent progress note.
  3. Click the "Signature" button.
  4. Finalize the note without saving it as a draft.
  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.
  17. Open the newly created "Progress Notes (Group and Individual)" form.
  18. Create an independent progress note.
  19. Click the "Signature" button.
  20. Save the note as draft.
  21. Retrieve the drafted note and finalize it.
  22. Validate the document preview displays the signature.
  23. Route the document to an approver.
  24. Login as the approver.
  25. Navigate to the "ToDo" widget.
  26. Locate the "ToDo" item for the document that was just saved.
  27. Validate the signature displays on the document.
  28. Open the "Clinical Document Viewer" form.
  29. Locate the document that was just saved.
  30. Validate the signature displays on the document.
  31. Navigate to the "Progress Notes Widget".
  32. Locate the document that was just saved.
  33. Validate the signature displays on the document.
  34. Open the newly created "Progress Notes (Group and Individual)" form.
  35. Create an independent progress note.
  36. Click the "Signature" button.
  37. Save the note as draft.
  38. Retrieve the drafted note and finalize it.
  39. Validate the document preview displays the signature.
  40. Accept the document without routing it.
  41. Navigate to the "ToDo" widget.
  42. Locate the "ToDo" item for the document that was just saved.
  43. Validate the signature displays on the document.
  44. Open the "Clinical Document Viewer" form.
  45. Locate the document that was just saved.
  46. Validate the signature displays on the document.
  47. Navigate to the "Progress Notes Widget".
  48. Locate the document that was just saved.
  49. Validate the signature displays on the document.
  50. Open the newly created "Progress Notes (Group and Individual)" form.
  51. Create an independent progress note.
  52. Click the "Signature" button.
  53. Finalize the note without drafting it.
  54. Validate the document preview displays the signature.
  55. Accept the document without routing it.
  56. Navigate to the "ToDo" widget.
  57. Locate the "ToDo" item for the document that was just saved.
  58. Validate the signature displays on the document.
  59. Open the "Clinical Document Viewer" form.
  60. Locate the document that was just saved.
  61. Validate the signature displays on the document.
  62. Navigate to the "Progress Notes Widget".
  63. Locate the document that was just saved.
  64. Validate the signature displays on the document.
  65. Access the "Document Routing Setup" form to disable document routing for the form using to test with.
  66. Open the newly created "Progress Notes (Group and Individual)" form.
  67. Create an independent progress.note.
  68. Click the "Signature" button.
  69. Finalize the note without drafting it.
  70. Validate the document preview displays the signature.
  71. Navigate to the "ToDo" widget.
  72. Locate the "ToDo" item for the document that was just saved.
  73. Validate the signature displays on the document.
  74. Navigate to the "Progress Notes Widget".
  75. Locate the document that was just saved.
  76. Validate the signature displays on the document.
  77. Open the newly created "Progress Notes (Group and Individual)" form.
  78. Create an independent progress note.
  79. Click the "Signature" button.
  80. Create a draft.
  81. Retrieve the draft.
  82. Finalize the note.
  83. Validate the document preview displays the signature.
  84. Navigate to the "ToDo" widget.
  85. Locate the "ToDo" item for the document that was just saved.
  86. Validate the signature displays on the document.
  87. Navigate to the "Progress Notes Widget".
  88. Locate the document that was just saved.
  89. Validate the signature displays on the document.
Scenario 3: 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 7 appointments for the test client (one for each use case).
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 without saving it as a draft.
  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.
  17. Open the newly created "Progress Notes (Group and Individual)" form.
  18. Create a progress note for an existing appointment and attach the note to the appointment.
  19. Click the "Signature" button.
  20. Save the note as draft.
  21. Retrieve the drafted note and finalize it.
  22. Validate the document preview displays the signature.
  23. Route the document to an approver.
  24. Login as the approver.
  25. Navigate to the "ToDo" widget.
  26. Locate the "ToDo" item for the document that was just saved.
  27. Validate the signature displays on the document.
  28. Open the "Clinical Document Viewer" form.
  29. Locate the document that was just saved.
  30. Validate the signature displays on the document.
  31. Navigate to the "Progress Notes Widget".
  32. Locate the document that was just saved.
  33. Validate the signature displays on the document.
  34. Open the newly created "Progress Notes (Group and Individual)" form.
  35. Create a progress note for an existing appointment and attach the note to the appointment.
  36. Click the "Signature" button.
  37. Save the note as draft.
  38. Retrieve the drafted note and finalize it.
  39. Validate the document preview displays the signature.
  40. Accept the document without routing it.
  41. Navigate to the "ToDo" widget.
  42. Locate the "ToDo" item for the document that was just saved.
  43. Validate the signature displays on the document.
  44. Open the "Clinical Document Viewer" form.
  45. Locate the document that was just saved.
  46. Validate the signature displays on the document.
  47. Navigate to the "Progress Notes Widget".
  48. Locate the document that was just saved.
  49. Validate the signature displays on the document.
  50. Open the newly created "Progress Notes (Group and Individual)" form.
  51. Create a progress note for an existing appointment and attach the note to the appointment.
  52. Click the "Signature" button.
  53. Finalize the note without drafting it.
  54. Validate the document preview displays the signature.
  55. Accept the document without routing it.
  56. Navigate to the "ToDo" widget.
  57. Locate the "ToDo" item for the document that was just saved.
  58. Validate the signature displays on the document.
  59. Open the "Clinical Document Viewer" form.
  60. Locate the document that was just saved.
  61. Validate the signature displays on the document.
  62. Navigate to the "Progress Notes Widget".
  63. Locate the document that was just saved.
  64. Validate the signature displays on the document.
  65. Access the "Document Routing Setup" form to disable document routing for the form using to test with.
  66. Open the newly created "Progress Notes (Group and Individual)" form.
  67. Create a progress note for an existing appointment and attach the note to the appointment.
  68. Click the "Signature" button.
  69. Finalize the note without drafting it.
  70. Validate the document preview displays the signature.
  71. Navigate to the "ToDo" widget.
  72. Locate the "ToDo" item for the document that was just saved.
  73. Validate the signature displays on the document.
  74. Navigate to the "Progress Notes Widget".
  75. Locate the document that was just saved.
  76. Validate the signature displays on the document.
  77. Open the newly created "Progress Notes (Group and Individual)" form.
  78. Create a progress note for an existing appointment and attach the note to the appointment.
  79. Click the "Signature" button.
  80. Create a draft.
  81. Retrieve the draft.
  82. Finalize the note.
  83. Validate the document preview displays the signature.
  84. Navigate to the "ToDo" widget.
  85. Locate the "ToDo" item for the document that was just saved.
  86. Validate the signature displays on the document.
  87. Navigate to the "Progress Notes Widget".
  88. Locate the document that was just saved.
  89. Validate the signature displays on the document.
Scenario 4: 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 7 charges for the test client (one for each use case).
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 without saving it as a draft.
  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.
  17. Open the newly created "Progress Notes (Group and Individual)" form.
  18. Create a progress note for an existing service and attach the service to the note.
  19. Click the "Signature" button.
  20. Save the note as draft.
  21. Retrieve the drafted note and finalize it.
  22. Validate the document preview displays the signature.
  23. Route the document to an approver.
  24. Login as the approver.
  25. Navigate to the "ToDo" widget.
  26. Locate the "ToDo" item for the document that was just saved.
  27. Validate the signature displays on the document.
  28. Open the "Clinical Document Viewer" form.
  29. Locate the document that was just saved.
  30. Validate the signature displays on the document.
  31. Navigate to the "Progress Notes Widget".
  32. Locate the document that was just saved.
  33. Validate the signature displays on the document.
  34. Open the newly created "Progress Notes (Group and Individual)" form.
  35. Create a progress note for an existing service and attach the service to the note.
  36. Click the "Signature" button.
  37. Save the note as draft.
  38. Retrieve the drafted note and finalize it.
  39. Validate the document preview displays the signature.
  40. Accept the document without routing it.
  41. Navigate to the "ToDo" widget.
  42. Locate the "ToDo" item for the document that was just saved.
  43. Validate the signature displays on the document.
  44. Open the "Clinical Document Viewer" form.
  45. Locate the document that was just saved.
  46. Validate the signature displays on the document.
  47. Navigate to the "Progress Notes Widget".
  48. Locate the document that was just saved.
  49. Validate the signature displays on the document.
  50. Open the newly created "Progress Notes (Group and Individual)" form.
  51. Create a progress note for an existing service and attach the service to the note.
  52. Click the "Signature" button.
  53. Finalize the note without drafting it.
  54. Validate the document preview displays the signature.
  55. Accept the document without routing it.
  56. Navigate to the "ToDo" widget.
  57. Locate the "ToDo" item for the document that was just saved.
  58. Validate the signature displays on the document.
  59. Open the "Clinical Document Viewer" form.
  60. Locate the document that was just saved.
  61. Validate the signature displays on the document.
  62. Navigate to the "Progress Notes Widget".
  63. Locate the document that was just saved.
  64. Validate the signature displays on the document.
  65. Access the "Document Routing Setup" form to disable document routing for the form using to test with.
  66. Open the newly created "Progress Notes (Group and Individual)" form.
  67. Create a progress note for an existing service and attach the service to the note.
  68. Click the "Signature" button.
  69. Finalize the note without drafting it.
  70. Validate the document preview displays the signature.
  71. Navigate to the "ToDo" widget.
  72. Locate the "ToDo" item for the document that was just saved.
  73. Validate the signature displays on the document.
  74. Navigate to the "Progress Notes Widget".
  75. Locate the document that was just saved.
  76. Validate the signature displays on the document.
  77. Open the newly created "Progress Notes (Group and Individual)" form.
  78. Create a progress note for an existing service and attach the service to the note.
  79. Click the "Signature" button.
  80. Create a draft.
  81. Retrieve the draft.
  82. Finalize the note.
  83. Validate the document preview displays the signature.
  84. Navigate to the "ToDo" widget.
  85. Locate the "ToDo" item for the document that was just saved.
  86. Validate the signature displays on the document.
  87. Navigate to the "Progress Notes Widget".
  88. Locate the document that was just saved.
  89. Validate the signature displays on the document.
Scenario 5: 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