Avatar CWS 2023 Update 57

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Product Requirements / Recommendations

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Recommended Update Level

Avatar PM 2023 Update 87

Product Update Form Description

A new registry setting 'Ensure Service Program Matches Assigned Services on Charge Input' is added to the system. When this setting is enabled all Charge Input forms will need to ensure that the service program matches the program specified in the 'Assigned Services' grid within the 'Intervention' section of the 'Treatment Plan' form. Note: Avatar PM 2023 Update 87 must be loaded for full functionality.

Included Updates

None

Required Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-90171 Details | User Acceptance Tests

Registry Setting - Ensure Service Program Matches Assigned Services on Charge Input

Note: Avatar PM 2023 Update 87 must be loaded for full functionality.

When the setting is enabled, the Service Program must match the program specified in the 'Assigned Services' grid within the 'Intervention' section of the 'Treatment Plan' form. KB0073640 v0.01

Value Added: The registry setting ensures a program match between the treatment plan intervention and service entry.

Topics

• Treatment Plan

Acceptance Tests

AV-90171 Summary | Details

Registry Setting - Ensure Service Program Matches Assigned Services on Charge Input

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Registry Settings (PM)
Treatment Plan

Scenario 1: Treatment Plan - validate the "Assigned Services" grid

Specific Setup:

A client must be admitted to an active episode (Client A).
A Documentation View must be set up on a user's view containing the 'All Documents' widget and the 'Console Widget Viewer' ('All Documents' view).
Document routing must be enabled for the 'Treatment Plan' form.
The 'Assign Services' section in the 'Program Maintenance' form has 'Enable Service Entry Restriction for Program' set to 'Yes' for one or more programs.
The following registry setting must be enabled:
'Enable Service Entry Restriction by Client Treatment Plan'
'Activate Program/Service Code Filter'

Steps

Select "Client A" and access the 'Treatment Plan' form.
Click [Add].
Set the 'Plan Date' field to the current date.
Select any value from the 'Plan Type' field.
Select "Draft" in the 'Draft/Final' field.
Click [Launch Plan].
Click [Add New Problem].
Select any value in the 'Problem Code' field.
Select 'Active' from the 'Status (Problem List)' field.
Enter any value in the 'Problem' field.
Select any value from the 'Status' field.
Click [Add New Goal].
Enter any value in the 'Goal' field.
Select any value from the 'Status' field.
Click [Add New Objective].
Enter any value in the 'Objective' field.
Select any value from the 'Status' field.
Click [Add New Intervention].
Enter any value in the 'Intervention' field.
Select any value from the 'Status' field.
Click [Add Service] in the 'Assigned Services' field.
Populate the 'Service Program' field.
Enter a search value in the 'Service Code' field to bring up the listing of service code values.
Select any service code.
Validate the service code field is populated as expected in the 'Service Code' field.
Select any value in the 'Frequency' field.
Select any value in the 'Duration' field.
Select any value in the 'Service Mode' field.
Select any value in the 'Place of Service' field.
Enter any value in the 'Amount' field.
Enter any value in the 'Agency and Staff Responsible' field.
Click [Return To Plan].
Click [Launch Plan] to display the existing plan.
Click on the 'Intervention' entered in the previous steps.
Validate the 'Assigned Services' field is populated with the values from the previous steps.
Click [Add New Intervention].
Populate the 'Intervention' and 'Status' fields.
Click [Copy Service].
Validate an 'Add Services From Other Interventions' dialog displays.
Select the intervention and click [Copy].
Validate the 'Assigned Services' field displays the values from the previous intervention.
Select the field and click [Delete Service].
Validate the values no longer display.
Click [Return To Plan].
Click [Submit].
Validate the plan submits successfully.
Select "Client A" and access the 'Treatment Plan' form.
Click to edit the row just submitted.
Click [Launch Plan].
Click the 'Interventions' item on the plan tree.
Validate the 'Assigned Services' grid columns display the expected values.
Click [Return To Plan].
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Validate a 'Confirm Document' dialog and validate the data displays as expected.
Click [Sign].
Enter the password and click [Verify].
Navigate to the 'All Documents' view.
Select 'All Forms'.
Select "Treatment Plan" in the 'Form Description' field.
Validate the plan from the previous steps displays and select it.
Validate the plan displays as expected in the 'Console Widget Viewer'.

Topics

• Treatment Plan