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Avatar CWS 2023 Update 66

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2023 Monthly Release 2023.02.02
RADplus 2023 Monthly Release 2023.02.02

Product Update Description

The registry setting 'Set Current Status to Completed On Plan End Date' is modified to support the product custom logic definition 'Use as Treatment Plan End Date' in the 'Site Specific Section Modeling' form.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
The 'Set Current Status to Completed On Plan End Date' registry setting
The 'Set Current Status to Completed On Plan End Date' registry setting is enhanced to support the 'Use as Treatment Plan End Date' product custom logic definition in 'Site Specific Section Modeling'.
Value Added: Support is added for product custom logic definitions
Topics
• Registry Settings • Site Specific Section Modeling • Treatment Plan
 
Acceptance Tests
AV-90355 Summary | Details
The 'Set Current Status to Completed On Plan End Date' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (PM)
  • Site Specific Section Modeling (CWS)
  • Treatment Plan
Scenario 1: Validate the 'Set Current Status to Completed On Plan End Date' registry setting when product custom logic is configured
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Treatment Plan' form is configured with the following fields included in 'Site Specific Section Modeling':
  • A 'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan End Date' selected in the 'Product Custom Logic Definition' field (PCL Plan End Date).
  • A 'SS Treatment Plan Client Date' field with "Use as 'Treatment Plan Finalized Date' selected in the 'Product Custom Logic Definition' field (PCL Finalized Date).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Set Current Status To Completed On Plan End Date" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the "Set Current Status To Completed On Plan End Date" registry setting for the 'Treatment Plan' form and click [OK].
  5. Note: the registry setting will be added for all 'Treatment Plan' copies as well.
  6. Validate the 'Registry Setting' field contains "Avatar CWS->Treatment Plan->Treatment Plan->Treatment Plan->->Set Current Status To Completed On Plan End Date".
  7. Validate the 'Registry Setting Details' field contains: When set to 'Y', the treatment plan will automatically change the 'Current Status' to "Completed" once the 'Plan End Date' has passed. If the product custom logic definition 'Use as Treatment Plan End Date' in the 'Site Specific Section Modeling' form is used and the site specific date field's value is entered as a later date than the 'Plan End Date', then the process will evaluate the site specific date instead of the 'Plan End Date' field. Note: The 'Current Status' must be set to "Active" prior in order to support this functionality. When set to 'N', the 'Current Status' field will not automatically change when the 'Plan End Date' has passed.
  8. Enter "Y" in the 'Registry Setting Value' field.
  9. Click [Submit] and close the form.
  10. Select "Client A" and access the 'Treatment Plan' form.
  11. Enter the desired date in the 'Plan Date' field.
  12. Select the desired value in the 'Plan Type' field.
  13. Enter the desired date in the 'Plan End Date' field.
  14. Select "Draft" in the 'Treatment Plan Status' field.
  15. Validate "Draft" is now selected in the 'Current Status' field.
  16. Validate the 'PCL Plan End Date' field is displayed. Leave it blank. This field will be automatically calculated based on the following: PCL Plan End Date = Plan End Date + (PCL Finalized Date - Plan Date).
  17. Validate the 'PCL Plan Finalized Date' field is displayed. Leave it blank. After finalizing, this field will automatically populate based on the finalized date.
  18. Populate any other required and desired fields.
  19. Select "Final" in the 'Treatment Plan Status' field.
  20. Select "Active" in the 'Current Status' field.
  21. Click [Submit].
  22. Select "Client A" and access the 'Treatment Plan' form.
  23. Select the record filed in 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 'PCL Plan End Date' field contains the calculated date.
  27. Validate the 'PCL Finalized Date' field contains the finalized date.
  28. Close the form.
  29. Wait until the day after the date in the 'PCL Plan End Date' field. There is a background task that runs at 1am each morning to determine if any plans have passed the defined 'Plan End Date'. If they have, the 'Current Status' will be updated automatically to "Completed".
  30. Select "Client A" and access the 'Treatment Plan' form.
  31. Select the 'Treatment Plan' filed the day prior and click [Edit].
  32. 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?
  33. Click [Yes].
  34. Validate "Completed" is now selected in the 'Current Status' field.
  35. Close the form.
Topics
• Registry Settings • Site Specific Section Modeling • Treatment Plan