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Avatar CWS 2023 Update 63

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2023 Monthly Release 2023.02.02
Avatar CWS 2023 Update 10
RADplus 2023 Monthly Release 2023.02.02

Product Update Description

An issue is resolved that may prevent the 'Status Default Code' registry setting value from being updated to use the 'Site Specific Section Modeling' form for Treatment plan forms after installing Avatar CWS 2023 Update 10.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Registry Setting - Status Default Code
An issue has been resolved to ensure registry setting is respected when a Treatment Plan uses 'Site Specific Section Modeling' fields. KB0074441 v0.01
Topics
• Treatment Plan
 
Acceptance Tests
AV-90266 Summary | Details
Registry Setting - Status Default Code
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Admission
  • Clinical Document Viewer
  • Create New Treatment Plan
  • Document Routing Setup (PM)
  • Registry Settings (PM)
  • Site Specific Section Modeling (CWS)
  • Treatment Plan
  • Treatment Plan Number 1
  • User Definition
Scenario 1: Treatment Plan - Site Specific Section Modeling Status Default
Specific Setup:
  • Using the "Registry Settings" form, validate the registry setting "Status Default Code" doesn't exist.
  • Admit a test client into any program.
  • Create a copy of the Treatment Plan form using "Create New Treatment Plan".
  • Open the "Document Routing Setup" form.
  • Enable document routing for the treatment plan copy.
  • Open the "Site Specific Section Modeling" form,
  • Validate the "Status" field for each section of the treatment plan and treatment plan copy have "Yes" in response to "Default to Specific Value on Addition of a New Table Row" and a default status value in the "Default (Dictionary Single Response)" dropdown.
  • Using the "User Definition" or "User Role Definition" form
  • Give the user access to the newly created treatment plan form.
  • Refresh menus.
Steps
  1. Open the "Treatment Plan" form.
  2. Create a new treatment plan.
  3. Set the "Treatment Plan Status" to "Draft".
  4. Click "Launch Plan" button.
  5. Add a new problem and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" problem section.
  6. Add a new goal and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" goal section.
  7. Add a new objective and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" objective section.
  8. Add a new intervention and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" intervention section.
  9. Submit the treatment plan.
  10. Open the "Treatment Plan" form.
  11. Edit the treatment plan that was just drafted.
  12. Set "Draft/Final" to "Final".
  13. Click "Submit".
  14. Click "Sign" or "Accept".
  15. Open the "Clinical Document Viewer" form.
  16. Validate the document is on file and that is displays as it was recorded.
  17. Open the Treatment Plan copy created in previous steps.
  18. Create a new treatment plan.
  19. Set the "Treatment Plan Status" to "Draft".
  20. Click "Launch Plan" button.
  21. Add a new problem and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" problem section.
  22. Add a new goal and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" goal section.
  23. Add a new objective and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" objective section.
  24. Add a new intervention and validate the "Status" field matches the "Status" field from the "Site Specific Section Modeling" intervention section.
  25. Set "Draft/Final" to "Final".
  26. Click "Submit".
  27. Click "Sign and Route" or "Accept and Route".
  28. Select an approver to route the document to.
  29. Sign on as the approver and navigate to the "ToDo" widget.
  30. Validate the "To do" exists.
  31. Accept the document.
  32. Open "Clinical Document Viewer" form.
  33. Validate the document is on file and that is displays as it was recorded.
Scenario 2: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client is enrolled in an existing episode (Client A).
  • The 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date is displayed in the 'Plan Date' field.
  4. Select the desired date in the 'Plan Date' field.
  5. Select the desired value in the 'Plan Type' field
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Validate "Draft" is now selected in the 'Current Status' field.
  8. Click [Launch Plan].
  9. Add a problem, goal, objective, and intervention.
  10. Click [Return to Plan] and [OK].
  11. Hover over the problem in the 'Problems' field.
  12. Validate a "not allowed" icon displays indicating the field cannot be edited.
  13. Validate the 'Problem' is displayed in dark grey text.
  14. Select "Final" in the 'Draft/Final' field.
  15. Select "Active" in the 'Current Status' field.
  16. Click [Submit].
  17. Validate a 'Confirm Document' dialog is displayed.
  18. Validate the user is unable to print.
  19. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized.
  20. Click [Accept].
  21. Enter the password and click [Verify].
  22. Select "Client A" and access the 'Treatment Plan' form.
  23. Select the record from the previous steps and click [Edit].
  24. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  25. Click [Yes].
  26. Validate the plan displays as expected and fields are disabled, except for the 'Current Status' field.
  27. Select "Completed" in the 'Current Status' field.
  28. Click [Submit].
  29. Validate a message is displayed stating: The following fields are updated: 'Current Status'.
  30. Click [OK].
  31. Select "Client A" and access the 'Treatment Plan' form.
  32. Select the record from the previous steps and click [Edit].
  33. Validate a message is displayed stating: This plan is marked as Final. Only the following field(s) may be updated: 'Current Status'. Do you want to continue?
  34. Click [Yes].
  35. Validate "Completed" is selected in the 'Current Status' field.
  36. Close the form.
Topics
• Treatment Plan