Skip to main content

Avatar CWS 2023 Update 60

  1. Last updated
  2. Save as PDF

Product Requirements / Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2019 Update 95
Avatar CWS 2022 Update 130
Avatar CareFabric 2023 Update 29

Additional Requirements

Avatar CareFabric 2023 Update 29

Product Update Form Description

The Progress Notes web service is enhanced to support the functionality enabled by the registry setting 'Enable Multiple Add-On Code Per Primary Code Functionality'. In addition, the following issues are resolved: 1) The 'Are you releasing to myHealthPointe or External providers?' field is missing in the progress notes forms. 2) Add-on services saved on client where no add-on services selected. Please note: This issue only occurs when the Add-on service is saved by the MedNote application using myAvatar NX.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED2
New (1)
'Progress Notes' web service
The 'Progress Notes' web service is enhanced to support the functionality enabled by the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting.
Value Added: Support for multiple add-on code functionality in the 'Progress Notes' web service
Topics
• Medical Note • NX • Progress Notes • Registry Settings • Web Services
 
Fixed (2)
Avatar NX - 'Medical Note'
Ensure add-on services are only saved for clients where add-on services are selected in the 'Medical Note' application in Avatar NX. KB0074518 v0.01
Topics
• Medical Note • NX • Progress Notes
 
Progress Notes - 'Are you releasing to myHealthPointe or External providers?' field
Ensure the 'Are you releasing to myHealthPointe or External providers?' field is present in 'Site Specific Section Modeling' for all progress note forms. KB0074488 v0.01
Topics
• Clinical Notes Mapping • Progress Notes • Site Specific Section Modeling • Site Specific Section Modeling Import/Export
 
Acceptance Tests
AV-82720 Summary | Details
Avatar NX - 'Medical Note'
Scenario 1: Medical Note - Finalize an existing appointment note with Add-On Services when document routing is disabled
Specific Setup:
  • The Medical Note POV is configured and accessible from the HomeView.
  • The logged in user must have Provider credentials.
  • The Registry Setting 'Enable Multiple Add-On Code Per Primary Code Functionality' must be set to "Y".
  • Add-On codes (Add-On 1 & Add-On 2) must be defined and associated to a Primary Service Code (Service Code A).
  • A client must be enrolled in a primary care program and have an existing appointment scheduled (Client A).
  • Document routing must be disabled on the 'Ambulatory Progress Notes (Diagnosis Entry)' form
Steps
  1. Access the 'Medical Note' application.
  2. Navigate to 'Today's E&M Appointments/Notes'.
  3. Click [Start] for the appointment for "Client A".
  4. Populate all required fields in the 'Note Details' section.
  5. Click [Save].
  6. Navigate to the 'Document' section.
  7. Populate all required fields.
  8. Navigate to the 'Finalize' section.
  9. Enter any value in the 'Face-to-Face Time with Client' field.
  10. Select "Service Code A" in the 'CPT Code Selected' field.
  11. Click [Add] in the 'Add-On Services' section.
  12. Select "Add-On 1" the 'Add-On Service' field.
  13. Enter any value in the 'Duration' field.
  14. Select any value in the 'Add-On Service Note' field.
  15. Click [Save and Add Another].
  16. Select "Add-On 2" the 'Add-On Service' field.
  17. Enter any value in the 'Duration' field.
  18. Select any value in the 'Add-On Service Note' field.
  19. Click [Generate Note] in the 'Note Summary' section.
  20. Select "Complete" in the 'Completion Status' field.
  21. Click [Sign Off].
  22. Access the 'Client Ledger' form.
  23. Enter "Client A" in the 'Client ID' field.
  24. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  25. Select "Simple" from the 'Ledger Type' field.
  26. Select "Yes" from the 'Include Zero Charges' field.
  27. Click [Process].
  28. Verify the 'Client Ledger Report' page exists.
  29. Validate the 'Client Ledger Report' page contains "Service Code A", "Add-On 1", and "Add-On 2".
  30. Click [Dismiss] and close the form.
Scenario 2: Medical Note - Finalize an existing appointment note with Add-On Services when document routing is enabled
Specific Setup:
  • The Medical Note POV is configured and accessible from the HomeView.
  • The logged in user must have Provider credentials.
  • The Registry Setting 'Enable Multiple Add-On Code Per Primary Code Functionality' must be set to "Y".
  • Add-On codes (Add-On 1 & Add-On 2) must be defined and associated to a Primary Service Code (Service Code A).
  • A client must be enrolled in a primary care program and have an existing appointment scheduled (Client A).
  • Document routing must be enabled on the 'Ambulatory Progress Notes (Diagnosis Entry)' form.
Steps
  1. Access the 'Medical Note' application.
  2. Navigate to 'Today's E&M Appointments/Notes'.
  3. Click [Start] for the appointment for "Client A".
  4. Populate all required fields in the 'Note Details' section.
  5. Click [Save].
  6. Navigate to the 'Document' section.
  7. Populate all required fields.
  8. Navigate to the 'Finalize' section.
  9. Enter any value in the 'Face-to-Face Time with Client' field.
  10. Select "Service Code A" in the 'CPT Code Selected' field.
  11. Click [Add] in the 'Add-On Services' section.
  12. Select "Add-On 1" the 'Add-On Service' field.
  13. Enter any value in the 'Duration' field.
  14. Select any value in the 'Add-On Service Note' field.
  15. Click [Save and Add Another].
  16. Select "Add-On 2" the 'Add-On Service' field.
  17. Enter any value in the 'Duration' field.
  18. Select any value in the 'Add-On Service Note' field.
  19. Click [Generate Note] in the 'Note Summary' section.
  20. Select "Complete" in the 'Completion Status' field.
  21. Click [Sign Off].
  22. Validate a "Confirm Document" dialog is displayed with the note details.
  23. Click [Accept].
  24. Verify the "Verify Password" dialog is displayed and enter the password associated to the logged in user.
  25. Access the 'Client Ledger' form.
  26. Enter "Client A" in the 'Client ID' field.
  27. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  28. Select "Simple" from the 'Ledger Type' field.
  29. Select "Yes" from the 'Include Zero Charges' field.
  30. Click [Process].
  31. Verify the 'Client Ledger Report' page exists.
  32. Validate the 'Client Ledger Report' page contains "Service Code A", "Add-On 1", and "Add-On 2".
  33. Click [Dismiss] and close the form.
Scenario 3: Medical Note - Validate progress note sign off with Document Routing
Specific Setup:
  • The Medical Note POV is configured and accessible from the HomeView.
  • Have two users with associated practitioners (User A & User B).
  • Must be logged in as "User A" initially
  • Both users have the "My To Do's" widget on their home view
  • Document Routing is enabled in the 'Document Routing Setup' form.
  • A client has an existing progress note with all the required fields filled out (ClientA).
Steps
  1. Select "Client A" and access the 'Medical Note' application.
  2. Click [Select Note].
  3. Select [Edit] from the "Client's E&M Appointment" row.
  4. Verify the existence of the “Facesheet” section.
  5. Complete all required fields on "Document" and "Finalize" tabs.
  6. Click the "Finalize" tab and complete all the required fields.
  7. Do not select any add-on service codes.
  8. Click [Generate Note].
  9. Select "Complete" in the 'Completion Status' field.
  10. Click [Sign Off].
  11. Validate a "Confirm Document" dialog is displayed with the note details.
  12. Click [Accept and Route].
  13. Enter the password for "User A" in the 'Verify Password' field.
  14. Click [OK].
  15. Select the practitioner associated to "User B" as the approver.
  16. Click [Submit].
  17. Log out and log in as "User B".
  18. Navigate to the "My To Do's" widget.
  19. Locate the 'To Do' just routed and click [Approve Document].
  20. Validate the progress note details are displayed.
  21. Click [Accept] and [Sign].
  22. Enter the password for "User B" in the 'Verify Password' field.
  23. Click [OK].
  24. Validate the To Do is removed from the list.
  25. Access the 'Client Ledger' form.
  26. Enter "Client A" in the 'Client ID' field.
  27. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  28. Select "Simple" from the 'Ledger Type' field.
  29. Select "Yes" from the 'Include Zero Charges' field.
  30. Click [Process].
  31. Verify the 'Client Ledger Report' page exists.
  32. Validate the 'Client Ledger Report' page contains the service created in the previous steps.
  33. Validate no add-on codes are displayed since none were selected in Medical Note.
  34. Click [Dismiss] and close the form.
Topics
• Medical Note • NX • Progress Notes
AV-89926 Summary | Details
'Progress Notes' web service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
  • SoapUI - ProgressNotes.Client.Request
  • SoapUI - ProgressNotes.Client.Request - AddProgressNotes
Scenario 1: WEBSVC.ProgressNotes.ClientRequest - AddProgressNote - Validate the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • Must have the 'Progress Notes' widget accessible from the HomeView.
  • The 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting must be set to "Y".
  • A primary service code must be defined with associated Add On codes (Service Code A).
  • Two add-on service codes are defined (Add On 1 and Add On 2).
Steps
  1. Access SOAPUI for the 'ProgressNotes.Client.Request' - 'AddProgressNotes' web service.
  2. Enter the system code that will be used to log on in the 'SystemCode' field.
  3. Enter the username that will be used to log on in the 'UserName' field.
  4. Enter the password for the user logging on in the 'Password' field.
  5. Enter the desired practitioner ID in the 'Practitioner' field.
  6. Enter the desired in the 'NotesField' field.
  7. Enter "Note Type A" in the 'NoteType' field.
  8. Enter the desired value in the 'Location' field.
  9. Enter "F" in the 'DraftFinal' field.
  10. Enter "N" in the 'ProgressNoteFor' field.
  11. Enter "Service Code A" in the 'ServiceChargeCode' field.
  12. Enter the desired value in the 'ServiceProgram' field.
  13. Enter the desired date in the 'DateOfService' field.
  14. Enter the desired value in the 'ServiceDuration' field.
  15. Enter the desired value in the 'AddOnService' - 'Duration' field.
  16. Enter the "Add On 1" in the 'AddOnService' - 'ServiceCode' field.
  17. Enter the desired value in the 'AddOnService' - 'ServiceNarrative' field.
  18. Repeat steps 1n-1p for "Add On 2".
  19. Enter "Client A's" PATID in the 'ClientID' field.
  20. Enter the desired episode in the 'EpisodeNumber' field.
  21. Enter "CWSPN22000" in the 'Option' field.
  22. Click [Run].
  23. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001).
  24. Validate the 'Message' field contains: Progress Notes web service has been filed successfully.
  25. Select "Client A" and navigate to the 'Progress Notes' widget.
  26. Validate the 'Progress Notes' widget contains the progress note filed via web service in the previous steps.
  27. Validate all previously filed data is displayed.
  28. Validate the 'Selected Add-On Services' field contains the filed data for "Add On 1" and "Add On 2".
Scenario 2: WEBSVC.ProgressNotes.ClientRequest - EditProgressNote - Validate the 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting
Specific Setup:
  • A client must be enrolled in an existing episode and have a draft progress note filed for a new service(Client A).
  • Must have the 'Progress Notes' widget accessible from the HomeView.
  • The 'Enable Multiple Add-On Code Per Primary Code Functionality' registry setting must be set to "Y".
  • A primary service code must be defined with associated Add On codes (Service Code A).
  • Two add-on service codes are defined (Add On 1 and Add On 2).
Steps
  1. Access SOAPUI for the 'ProgressNotes.Client.Request' - 'EditProgressNotes' web service.
  2. Enter the system code that will be used to log on in the 'SystemCode' field.
  3. Enter the username that will be used to log on in the 'UserName' field.
  4. Enter the password for the user logging on in the 'Password' field.
  5. Populate all required and desired fields.
  6. Enter "Service Code A" in the 'ServiceChargeCode' field.
  7. Enter the desired value in the 'ServiceDuration' field.
  8. Enter the desired value in the 'AddOnService' - 'Duration' field.
  9. Enter the "Add On 1" in the 'AddOnService' - 'ServiceCode' field.
  10. Enter the desired value in the 'AddOnService' - 'ServiceNarrative' field.
  11. Repeat steps 1n-1p for "Add On 2".
  12. Enter "Client A's" PATID in the 'ClientID' field.
  13. Enter the desired episode in the 'EpisodeNumber' field.
  14. Enter the unique ID for the existing draft note in the 'NoteUniqueID' field.
  15. Click [Run].
  16. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001).
  17. Validate the 'Message' field contains: Progress Notes web service has been filed successfully.
  18. Select "Client A" and navigate to the 'Progress Notes' widget.
  19. Validate the 'Progress Notes' widget contains the progress note updated via web service in the previous steps.
  20. Validate all previously filed data is displayed.
  21. Validate the 'Selected Add-On Services' field contains the filed data for "Add On 1" and "Add On 2".
Topics
• Progress Notes • Registry Settings • Web Services
AV-90253 Summary | Details
Progress Notes - 'Are you releasing to myHealthPointe or External providers?' field
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Site Specific Section Modeling (CWS)
Scenario 1: Site Specific Section Modeling - Progress Note Forms
Steps
  1. Access the 'Site Specific Section Modeling' CWS form.
  2. Select any 'Progress Notes (Group and Individual)' form in the 'Site Specific Section' field.
  3. Click [OK].
  4. Select the "Prompt Definition" section.
  5. Validate the 'Prompt Definition' grid contains the 'Are you releasing to myHealthPointe or External providers?' field and select it.
  6. Click [Edit Selected Item].
  7. Validate the 'Label' field is disabled and contains "Are you releasing to myHealthPointe or External providers?".
  8. Validate the 'Initially Enabled' field is disabled and "Yes" is selected.
  9. Validate the 'Initially Required' field is disabled and "No" is selected.
  10. Validate the 'Exclude from Data Collection Instrument' field is disabled and "No" is selected.
  11. Close the form.
Scenario 2: Clinical Notes Mapping - Progress Notes (Group and Individual) - Validate the 'ClinicalNoteFinalized' SDK event
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes (Group and Individual)' form is flagged in the 'Flag Assessment Forms' form.
Steps
  1. Access the 'Clinical Notes Mapping' form.
  2. Select "Progress Note" in the 'Type of CCDA Document' field.
  3. Select "[Avatar CWS] Progress Notes (Group and Individual) (CWSPN22000)" in the 'Care Record Form to Map' field.
  4. Select "Activities" in the 'Note Type to Map' field.
  5. Validate the 'CCDA Document Title' field contains "Progress Note".
  6. Select "Social History" in the 'Standard Sections To Include To CCD' field.
  7. Select "Yes" in the 'Enabled' field.
  8. Click [New Row] in the 'Field Settings' grid.
  9. Select "History of Present Illness" in the 'CCDA Field Name' field.
  10. Select "[Avatar CWS] Health and Review of Systems (CWS42000)" in the 'Care Record Form/Assessment' field.
  11. Select "Past History" in the 'Care Record Field Name' field.
  12. Click [Submit] and close the form.
  13. Select "Client A" and access the 'Health and Review of Systems' form.
  14. Enter the current date in the 'Assessing Date' field.
  15. Select the desired value in the 'Type of Client' field.
  16. Enter the desired value in the 'Past History' field.
  17. Select the desired value in the 'Include In Syndromic Reporting' field.
  18. Populate any other desired fields.
  19. Select "Final" in the 'Draft/Final' field.
  20. Click [Submit] and close the form.
  21. Access the 'Progress Notes (Group and Individual)' form.
  22. Select "Client A" in the 'Select Client' field.
  23. Select the existing episode in the 'Select Episode' field.
  24. Select "New Service" in the 'Progress Note For' field.
  25. Select "Activities" in the 'Note Type' field.
  26. Enter the desired value in the 'Notes Field' field.
  27. Select the desired practitioner in the 'Practitioner' field.
  28. Enter the current date in the 'Date Of Service' field.
  29. Select the desired service code in the 'Service Charge Code' field.
  30. Validate the 'Are you releasing to myHealthPointe or External providers?' field is visible and required. Please note: this field will only become visible when a note type that is mapped in the 'Clinical Notes Mapping' form is selected for the progress note form being used.
  31. Select "External" in the 'Are you releasing to myHealthPointe or External providers?' field.
  32. Select "Final" in the 'Draft/Final' field.
  33. Click [File Note].
  34. Validate a message is displayed stating: Note Filed.
  35. Click [OK] and close the form.
  36. Access the 'CareFabric Monitor' form.
  37. Enter the current date in the 'From Date' and 'Through Date' fields.
  38. Select "Client A" in the 'Client ID' field.
  39. Select "ClinicalNoteFinalized" in the 'Event/Action Search' field.
  40. Click [View Activity Log].
  41. Validate a 'ClinicalNoteFinalized' record is displayed.
  42. Click [Click To View Record].
  43. Validate the 'documentDescription' field contains "Progress Note".
  44. Validate the 'documentID' - 'id' field contains a unique identifier.
  45. Validate the 'documentTitle' field contains "Progress Note".
  46. Validate the 'historyOfPresentIllness' field contains the 'Past History' filed in the 'Health and Review of Systems' form.
  47. Validate the 'includedSectionCodes' - 'code' field contains "Social History".
  48. Validate the 'includedSectionCodes' - 'displayName' field contains "Social History".
  49. Validate the 'isReleaseExternal' field contains "true".
  50. Validate the 'isReleaseToPatient' field contains "false".
  51. Close the report and the form.
Topics
• Progress Notes • Site Specific Section Modeling • Site Specific Section Modeling Import/Export