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Avatar CWS 2023 Update 71

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2023 Monthly Release 2023.03.01
RADplus 2023 Monthly Release 2023.03.01

Product Update Description

The 'SYSTEM.cw_locus_assessment' and 'SYSTEM.cw_calocus_assessment' SQL tables are added to the CDR.

Required Updates

Avatar CWS 2023 Update 70

Included Updates

14, 15, 15.1, 21, 23, 28, 33, 35, 39, 43, 44, 50, 51, 52, 54, 54.1, 56, 59, 61, 64, 70

Details
NEW1 CHANGED0 FIXED0
New (1)
The 'SYSTEM.cw_locus_assessment' and 'SYSTEM.cw_calocus_assessment' SQL tables
The 'SYSTEM.cw_locus_assessment' and 'SYSTEM.cw_calocus_assessment' SQL tables are added to the CDR.
Value Added: Additional SQL tables available in the CDR
Topics
• CALOCUS Data Entry and Calculation • LOCUS Data Entry and Calculation
 
Acceptance Tests
AV-94185 Summary | Details
The 'SYSTEM.cw_locus_assessment' and 'SYSTEM.cw_calocus_assessment' SQL tables
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Crystal Report Viewer
  • LOCUS Data Entry and Calculation
  • CALOCUS Data Entry and Calculation
Scenario 1: LOCUS Data Entry and Calculation - Add/Edit/Delete Assessment
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • A client is enrolled in an existing episode (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  2. Validate the LOCUS Rating Date' field contains the current date.
  3. Validate the 'LOCUS Rating Time' field contains the current time.
  4. Validate the 'Rater' field contains "Practitioner A".
  5. Select the desired value(s) in the '2. Low Risk of Harm' field.
  6. Validate the 'I. Risk of Harm' field contains "2".
  7. Select the desired value(s) in the '2. Mild Impairment' field.
  8. Validate the 'II. Functional Status' field contains "2".
  9. Select the desired value(s) in the '2. Minor Co-Morbidity' field.
  10. Validate the 'III. Co-Morbidity' field contains "2".
  11. Select the desired value(s) in the '2. Mildly Stressful Environment' field.
  12. Validate the 'IV-A. Recovery Environment - Level of Stress' field contains "2".
  13. Select the desired value(s) in the '2. Supportive Environment' field.
  14. Validate the 'IV-B. Recovery Environment - Level of Support' field contains "2".
  15. Select the desired value(s) in the '2. Significant Response' field.
  16. Validate the 'V. Treatment and Recovery History' field contains "2".
  17. Select the desired value(s) in the first '2. Positive Engagement and Recovery' field.
  18. Validate the 'VI. Engagement and Recovery Status' field.
  19. Validate the 'Composite Score' field contains "14".
  20. Click [Submit] and [Yes] to run the assessment report.
  21. Validate a 'LOCUS Assessment Results' report is displayed with the filed data.
  22. Close the report.
  23. Access Crystal Report or other SQL Reporting Tool.
  24. Create reports using both the CWS 'SYSTEM.cw_locus_assessment' and PM 'CWSSYSTEM.cw_locus_assessment' SQL tables.
  25. Validate a row is displayed for the assessment filed for "Client A".
  26. Validate data displays as expected.
  27. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  28. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  29. Click [Edit].
  30. Validate all previously filed data is displayed.
  31. Click [Calculate Level of Care Recommendation].
  32. Validate the 'LOCUS Recommended Disposition' field contains "Level 2 - Low Intensity Community Based Services".
  33. Validate the 'Actual Disposition' field contains "Level 2 - Low Intensity Community Based Services".
  34. Select "Level 4 - Medically Monitored Community Based Services" in the 'Actual Disposition' field.
  35. Validate the 'Reason for Variance' is now enabled and required.
  36. Enter the desired value in the 'Reason for Variance' field.
  37. Click [Submit] and [Yes] to run the assessment report.
  38. Validate a 'LOCUS Assessment Results' report is displayed with the updated data.
  39. Close the report.
  40. Access Crystal Reports or other SQL Reporting Tool.
  41. Refresh the reports using the CWS 'SYSTEM.cw_locus_assessment' and PM 'CWSSYSTEM.cw_locus_assessment' SQL tables.
  42. Validate a row is displayed for the assessment filed for "Client A".
  43. Validate the updated data displays as expected.
  44. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  45. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  46. Click [Delete].
  47. Validate a message is displayed stating: Are you sure you want to delete this item?
  48. Click [Yes].
  49. Select "Client A" and access the 'LOCUS Data Entry and Calculation' form.
  50. Validate the assessment that was deleted in the previous steps is no longer displayed.
  51. Close the form.
  52. Access Crystal Reports or other SQL Reporting Tool.
  53. Refresh the reports using the CWS 'SYSTEM.cw_locus_assessment' and PM 'CWSSYSTEM.cw_locus_assessment' SQL tables.
  54. Validate the row for "Client A" is no longer displayed since the assessment was deleted.
  55. Close the reports.
Scenario 2: CALOCUS Data Entry and Calculation - Add/Edit/Delete Assessment
Specific Setup:
  • The 'Enable LOCUS/CALOCUS' registry setting must be enabled. Please note: this must be done by a Netsmart Representative.
  • An adolescent client is enrolled in an existing episode (Client A).
  • The logged in user has an associated practitioner (Practitioner A).
Steps
  1. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  2. Validate the CALOCUS Rating Date' field contains the current date.
  3. Validate the 'CALOCUS Rating Time' field contains the current time.
  4. Validate the 'Rater' field contains "Practitioner A".
  5. Select the desired value(s) in the '2. Some Risk of Harm' field.
  6. Validate the 'I. Risk of Harm' field contains "2".
  7. Select the desired value(s) in the '2. Mild Functional Impairment' field.
  8. Validate the 'II. Functional Status' field contains "2".
  9. Select the desired value(s) in the '2. Minor Co-Morbidity' field.
  10. Validate the 'III. Co-Morbidity' field contains "2".
  11. Select the desired value(s) in the '2. Mildly Stressful Environment' field.
  12. Validate the 'IV-A. Recovery Environment - Stress' field contains "2".
  13. Select the desired value(s) in the '2. Supportive Environment' field.
  14. Validate the 'IV-B. Recovery Environment - Support' field contains "2".
  15. Select the desired value(s) in the '2. Significant Resiliency/Response' field.
  16. Validate the 'V. Resiliency and Treatment History' field contains "2".
  17. Select the desired value(s) in the first '2. Constructive' field.
  18. Validate the 'VI-A. Acceptance and Engagement - Child/Adolescent' field contains "2".
  19. Select the desired value(s) in the second '2. Constructive' field.
  20. Validate the 'VI-B. Acceptance and Engagement - Parent/Primary Caretaker' field contains "2".
  21. Validate the 'VI. Acceptance and Engagement - Highest Score of VI-A or VI-B' field contains "2".
  22. Validate the 'Composite Score' field contains "14".
  23. Click [Submit] and [Yes] to run the assessment report.
  24. Validate a 'CALOCUS Assessment Results' report is displayed with the filed data.
  25. Close the report.
  26. Access Crystal Report or other SQL Reporting Tool.
  27. Create reports using both the CWS 'SYSTEM.cw_calocus_assessment' and PM 'CWSSYSTEM.cw_calocus_assessment' SQL tables.
  28. Validate a row is displayed for the assessment filed for "Client A".
  29. Validate data displays as expected.
  30. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  31. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  32. Click [Edit].
  33. Validate all previously filed data is displayed.
  34. Click [Calculate Level of Care Recommendation].
  35. Validate the 'CALOCUS Recommended Disposition' field contains "Level 2 - Low Intensity Community Based Services".
  36. Validate the 'Actual Disposition' field contains "Level 2 - Low Intensity Community Based Services".
  37. Select "Level 4 - Medically Monitored Community Based Services" in the 'Actual Disposition' field.
  38. Validate the 'Reason for Variance' is now enabled and required.
  39. Enter the desired value in the 'Reason for Variance' field.
  40. Click [Submit] and [Yes] to run the assessment report.
  41. Validate a 'CALOCUS Assessment Results' report is displayed with the updated data.
  42. Close the report.
  43. Access Crystal Reports or other SQL Reporting Tool.
  44. Refresh the reports using the CWS 'SYSTEM.cw_calocus_assessment' and PM 'CWSSYSTEM.cw_calocus_assessment' SQL tables.
  45. Validate a row is displayed for the assessment filed for "Client A".
  46. Validate the updated data displays as expected.
  47. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  48. Validate a Pre-Display is displayed with the assessment filed in the previous steps.
  49. Click [Delete].
  50. Validate a message is displayed stating: Are you sure you want to delete this item?
  51. Click [Yes].
  52. Select "Client A" and access the 'CALOCUS Data Entry and Calculation' form.
  53. Validate the assessment that was deleted in the previous steps is no longer displayed.
  54. Close the form.
  55. Access Crystal Reports or other SQL Reporting Tool.
  56. Refresh the reports using the CWS 'SYSTEM.cw_calocus_assessment' and PM 'CWSSYSTEM.cw_calocus_assessment' SQL tables.
  57. Validate the row for "Client A" is no longer displayed since the assessment was deleted.
  58. Close the reports.
Topics
• CALOCUS Data Entry and Calculation • LOCUS Data Entry and Calculation