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Avatar CWS 2023 Update 59

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Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2023 Update 43

Product Update Form Description

The 'Progress Notes (Group and Individual)' forms are updated to warn the user when the selected 'Note Type' is different than the 'Default Note Type' of the selected 'Group'.

Included Updates

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

Required Updates

Avatar CWS 2023 Update 43
Avatar CWS 2023 Update 51
Details
NEW1 CHANGED0 FIXED0
New (1)
Progress Notes (Group and Individual) - Group Default Notes - 'Default Note Type'
The 'Progress Notes (Group and Individual)' forms are updated to warn the user when the selected 'Note Type' is different than the 'Default Note Type' of the selected 'Group'.
Value Added: A warning message will now display when the selected' Note Type' differs from the 'Default Note Type' defined for a group
Topics
• Group Progress Notes • NX • Progress Notes • Progress Notes (Group And Individual)
 
Acceptance Tests
AV-89811 Summary | Details
Progress Notes (Group and Individual) - Group Default Notes - 'Default Note Type'
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Group Registration
  • Progress Notes (Group and Individual)
  • Default Note Type
Scenario 1: Progress Notes (Group and Individual) - Group New Service - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A group (Group B) is defined with two group members (Client C & Client D).
  • A practitioner is associated to the logged in user (Practitioner A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type B).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Group Registration' form for "Group B".
  6. Validate the 'Default Note Type' field is displayed.
  7. Select "Note Type B" in the 'Default Note Type' field.
  8. Click [Submit].
  9. Access the 'Progress Notes (Group and Individual)' form.
  10. Select the "Group Default Notes" section.
  11. Enter the current date in the 'Date Of Group' field.
  12. Select "Practitioner A" in the 'Practitioner' field.
  13. Select "New Service" in the 'Progress Note For' field.
  14. Select "Group A" in the 'Group Name Or Number' field.
  15. Validate the 'Note Type' field contains "Note Type A".
  16. Select "Group B" in the 'Group Name Or Number' field.
  17. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  18. Click [Yes].
  19. Validate the 'Note Type' field contains "Note Type B".
  20. Select "Group A" in the 'Group Name Or Number' field.
  21. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  22. Click [No].
  23. Validate the 'Note Type' field still contains "Note Type B".
  24. Enter the desired value in the 'Note' field.
  25. Select the desired value in the 'Service Charge Code' field.
  26. Select the desired value in the 'Service Program' field.
  27. Populate any other required and desired fields.
  28. Click [File Note].
  29. Validate a message is displayed stating: Progress notes are filed.
  30. Click [OK].
  31. Select the "Individual Progress Notes" section.
  32. Select "Group A" in the 'Group Name Or Number' field.
  33. Enter the current date in the 'Note Date' field.
  34. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B".
  35. Select the note for "Client A" in the 'Select Note To Edit' field.
  36. Validate all fields populate based off the values entered in the group note.
  37. Validate the 'Note Type' field contains "Note Type B".
  38. Individualize the note as desired and file the note.
  39. Repeat steps 2o-2q for "Client B".
  40. Close the form.
  41. Select "Client A" and access the 'Progress Notes' widget.
  42. Validate the progress note filed in the previous steps is displayed.
  43. Select "Client B" and access the 'Progress Notes' widget.
  44. Validate the progress note filed in the previous steps is displayed.
Scenario 2: Progress Notes (Group and Individual) - Group Existing Service - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A group (Group B) is defined with two group members (Client C & Client D).
  • A practitioner is associated to the logged in user (Practitioner A).
  • "Group A" and "Group B" have a service with "Practitioner A" for the current date.
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type B).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Group Registration' form for "Group B".
  6. Validate the 'Default Note Type' field is displayed.
  7. Select "Note Type B" in the 'Default Note Type' field.
  8. Click [Submit].
  9. Access the 'Progress Notes (Group and Individual)' form.
  10. Select the "Group Default Notes" section.
  11. Enter the current date in the 'Date Of Group' field.
  12. Select "Practitioner A" in the 'Practitioner' field.
  13. Select "Existing Service" in the 'Progress Note For' field.
  14. Select the service for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  15. Validate the 'Group Name Or Number' field contains "Group A".
  16. Validate "Note Type A" is defaulted into the 'Note Type' field.
  17. Select the service for "Group B" in the 'Note Addresses Which Existing Service/Appointment' field.
  18. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  19. Click [Yes].
  20. Validate the 'Group Name Or Number' field contains "Group B".
  21. Validate the 'Note Type' field contains "Note Type B".
  22. Select the service for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  23. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  24. Click [No].
  25. Validate the 'Group Name Or Number' field contains "Group A".
  26. Validate the 'Note Type' field still contains "Note Type B".
  27. Enter the desired value in the 'Note' field.
  28. Click [File Note].
  29. Validate a message is displayed stating: Progress notes are filed.
  30. Click [OK].
  31. Select the "Individual Progress Notes" section.
  32. Select "Group A" in the 'Group Name Or Number' field.
  33. Enter the current date in the 'Note Date' field.
  34. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B".
  35. Select the note for "Client A" in the 'Select Note To Edit' field.
  36. Validate all fields populate based off the values entered in the group note.
  37. Validate the 'Note Type' field contains "Note Type B".
  38. Individualize the note as desired and file the note.
  39. Repeat steps 2o-2q for "Client B".
  40. Close the form.
  41. Select "Client A" and access the 'Progress Notes' widget.
  42. Validate the progress note filed in the previous steps is displayed.
  43. Select "Client B" and access the 'Progress Notes' widget.
  44. Validate the progress note filed in the previous steps is displayed.
Scenario 3: Progress Notes (Group and Individual) - Group Existing Appointment - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A group (Group B) is defined with two group members (Client C & Client D).
  • A practitioner is associated to the logged in user (Practitioner A).
  • "Group A" and "Group B" have an appointment scheduled with "Practitioner A" for the current date.
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type B).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Group Registration' form for "Group B".
  6. Validate the 'Default Note Type' field is displayed.
  7. Select "Note Type B" in the 'Default Note Type' field.
  8. Click [Submit].
  9. Access the 'Progress Notes (Group and Individual)' form.
  10. Select the "Group Default Notes" section.
  11. Enter the current date in the 'Date Of Group' field.
  12. Select "Practitioner A" in the 'Practitioner' field.
  13. Select "Existing Appointment" in the 'Progress Note For' field.
  14. Select the appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  15. Validate the 'Group Name Or Number' field contains "Group A".
  16. Validate "Note Type A" is defaulted into the 'Note Type' field.
  17. Select the appointment for "Group B" in the 'Note Addresses Which Existing Service/Appointment' field.
  18. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  19. Click [Yes].
  20. Validate the 'Group Name Or Number' field contains "Group B".
  21. Validate the 'Note Type' field contains "Note Type B".
  22. Select the appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  23. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  24. Click [No].
  25. Validate the 'Group Name Or Number' field contains "Group A".
  26. Validate the 'Note Type' field still contains "Note Type B".
  27. Enter the desired value in the 'Note' field.
  28. Click [File Note].
  29. Validate a message is displayed stating: Progress notes are filed.
  30. Click [OK].
  31. Select the "Individual Progress Notes" section.
  32. Select "Group A" in the 'Group Name Or Number' field.
  33. Enter the current date in the 'Note Date' field.
  34. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B".
  35. Select the note for "Client A" in the 'Select Note To Edit' field.
  36. Validate all fields populate based off the values entered in the group note.
  37. Validate the 'Note Type' field contains "Note Type B".
  38. Individualize the note as desired and file the note.
  39. Repeat steps 2o-2q for "Client B".
  40. Close the form.
  41. Select "Client A" and access the 'Progress Notes' widget.
  42. Validate the progress note filed in the previous steps is displayed.
  43. Select "Client B" and access the 'Progress Notes' widget.
  44. Validate the progress note filed in the previous steps is displayed.
Scenario 4: Progress Notes (Group and Individual) - Group Independent Note - Validate 'Default Note Type'
Specific Setup:
  • A group (Group A) is defined with two group members (Client A & Client B).
  • A group (Group B) is defined with two group members (Client C & Client D).
  • A practitioner is associated to the logged in user (Practitioner A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The 'Limit Note Type' registry setting is disabled.
  • The 'Limit Note Types By Practitioner Category' registry setting is disabled.
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type A).
  • An active note type is defined in the '(10751) Note Type' data element in the 'Dictionary Update' CWS form (Note Type B).
Steps
  1. Access the 'Group Registration' form for "Group A".
  2. Validate the 'Default Note Type' field is displayed.
  3. Select "Note Type A" in the 'Default Note Type' field.
  4. Click [Submit].
  5. Access the 'Group Registration' form for "Group B".
  6. Validate the 'Default Note Type' field is displayed.
  7. Select "Note Type B" in the 'Default Note Type' field.
  8. Click [Submit].
  9. Access the 'Progress Notes (Group and Individual)' form.
  10. Select the "Group Default Notes" section.
  11. Enter the current date in the 'Date Of Group' field.
  12. Select "Practitioner A" in the 'Practitioner' field.
  13. Select "Independent Note" in the 'Progress Note For' field.
  14. Select "Group A" in the 'Group Name Or Number' field.
  15. Validate the 'Note Type' field contains "Note Type A".
  16. Select "Group B" in the 'Group Name Or Number' field.
  17. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  18. Click [Yes].
  19. Validate the 'Note Type' field contains "Note Type B".
  20. Select "Group A" in the 'Group Name Or Number' field.
  21. Validate a warning message is displayed stating: This group has a default note type that is different than what is currently selected. Do you want to change to the default?
  22. Click [No].
  23. Validate the 'Note Type' field still contains "Note Type B".
  24. Enter the desired value in the 'Note' field.
  25. Click [File Note].
  26. Validate a message is displayed stating: Progress notes are filed.
  27. Click [OK].
  28. Select the "Individual Progress Notes" section.
  29. Select "Group A" in the 'Group Name Or Number' field.
  30. Enter the current date in the 'Note Date' field.
  31. Validate the 'Select Note to Edit' field contains group scratch notes for "Client A" and "Client B".
  32. Select the note for "Client A" in the 'Select Note To Edit' field.
  33. Validate all fields populate based on the values entered in the group note.
  34. Validate the 'Note Type' field contains "Note Type B".
  35. Individualize the note as desired and file the note.
  36. Repeat steps 2o-2q for "Client B".
  37. Close the form.
  38. Select "Client A" and access the 'Progress Notes' widget.
  39. Validate that the progress note filed in the previous steps is displayed.
  40. Select "Client B" and access the 'Progress Notes' widget.
  41. Validate that the progress note filed in the previous steps is displayed.
Topics
• Group Progress Notes • Progress Notes