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Avatar CWS 2023 Update 58

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Product Update Form Description

The 'Progress Notes (Group and Individual)' forms are updated to allow the user to exit the form from the "Note Filed" dialog after filing an individual note.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Progress Notes (Group and Individual)
Progress Notes (Group and Individual) is updated to allow the user to exit the form from the "Note Filed" dialog after filing an individual note.
Value Added: Enhancement to Progress Notes (Group and Individual)
Topics
• Group Progress Notes • Progress Notes
 
Acceptance Tests
AV-81365 Summary | Details
Progress Notes (Group and Individual)
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Document Routing Setup (PM)
  • Progress Notes (Group and Individual) 4
  • Registry Settings (PM)
Scenario 1: Copy of Progress Notes (Group and Individual)
Specific Setup:
  • Create a copy of the Progress Notes (Group and Individual) form.
Steps
  1. Open the copy of "Progress Notes (Group and Individual)" form.
  2. Create a Progress Note for an individual.
  3. Fill out all the required fields and Service Duration for a New Service.
  4. Select 'Draft' in 'Draft/Final'.
  5. Click [File Note].
  6. Validate a message is displayed stating: Note Filed. Do you want to return to the Progress Notes form?
  7. Click [Yes] to remain in the form.
  8. Retrieve the drafted note and validate that the data was retained.
  9. Mark the note as 'Final' and submit.
Scenario 2: 'Progress Notes (Group and Individual)' - New Service note
Specific Setup:
  • A client must be defined (Client A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • Set the 'Default Staff Associated With Current Login User' option is "N" in 'Registry Setting'.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "New Service" in the 'Progress Note For' field.
  4. Select any value in the 'Note Type' field.
  5. Enter any value in the 'Notes Field' field.
  6. Enter the current date in the 'Date Of Service' field.
  7. Enter any service code in the 'Service Charge Code' field.
  8. Enter any value in the 'Service Duration' field.
  9. Select "Final" in the 'Draft/Final' field.
  10. Click [File Note].
  11. Validate a message is displayed stating: Note Filed. Do you want to return to the Progress Notes form?
  12. Click [No] and the form closes.
  13. Select "Client A" and navigate to the 'Progress Notes' widget.
  14. Validate the note filed in the previous steps is displayed.
Topics
• Group Progress Notes • Progress Notes