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Avatar CWS 2023 Update 78

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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

An issue is resolved where a location other than the default location may default into the location field after selecting a program in Progress Notes forms.

Required Updates

None

Included Updates

3, 11, 14, 15, 15.1, 21, 23, 28, 33, 35, 37, 39, 43, 44, 48, 50, 51, 52, 54, 54.1, 56, 59, 61, 64, 70, 76

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Progress Notes - Default Location
Ensure the 'Location' field populates properly based on the default location of the program selected in 'Progress Notes' forms. KB0075237 v0.01
Topics
• Progress Notes
 
Acceptance Tests
AV-91453 Summary | Details
Progress Notes - Default Location
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Program Maintenance
  • Progress Notes (Group and Individual)
  • Ambulatory Progress Notes
Scenario 1: Progress Notes (Group and Individual) - Default 'Location' validations
Specific Setup:
  • Two locations are defined (Location A & Location B).
  • A program (Program A) is defined with "Location A" as the associated 'Location' and "Yes" is selected for 'Use the Selected Location As Default'.
  • A program (Program B) is defined with "Location B" as the associated 'Location' and "No" is selected for 'Use the Selected Location As Default'.
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes' widget is accessible from the HomeView.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "New Service" in the 'Progress Note For' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field'.
  6. Enter the desired date in the 'Date Of Service' field.
  7. Select "Program A" in the 'Service Program' field.
  8. Validate the 'Location' field contains "Location A" by default.
  9. Select "Program B" in the 'Service Program' field.
  10. Validate the 'Location' field no longer contains a value.
  11. Select the desired value in the 'Location' field.
  12. Populate any other required and desired fields.
  13. File the note.
  14. Select "Client A" and access the 'Progress Notes' widget.
  15. Validate the note filed in the previous steps is displayed as expected.
Scenario 2: Ambulatory Progress Notes - Default 'Location' validations
Specific Setup:
  • Two locations are defined (Location A & Location B).
  • A program (Program A) is defined with "Location A" as the associated 'Location' and "Yes" is selected for 'Use the Selected Location As Default'.
  • A program (Program B) is defined with "Location B" as the associated 'Location' and "No" is selected for 'Use the Selected Location As Default'.
  • A client is enrolled in an existing outpatient episode (Client A).
  • The 'Progress Notes' widget is accessible from the HomeView.
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select "New Service" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field'.
  5. Enter the desired date in the 'Date Of Service' field.
  6. Select "Program A" in the 'Service Program' field.
  7. Validate the 'Location' field contains "Location A" by default.
  8. Select "Program B" in the 'Service Program' field.
  9. Validate the 'Location' field no longer contains a value.
  10. Select the desired value in the 'Location' field.
  11. Populate any other required and desired fields.
  12. File the note.
  13. Select "Client A" and access the 'Progress Notes' widget.
  14. Validate the note filed in the previous steps is displayed as expected.
Scenario 3: Inpatient Progress Notes - Default 'Location' validations
Specific Setup:
  • Two locations are defined (Location A & Location B).
  • A program (Program A) is defined with "Location A" as the associated 'Location' and "Yes" is selected for 'Use the Selected Location As Default'.
  • A program (Program B) is defined with "Location B" as the associated 'Location' and "No" is selected for 'Use the Selected Location As Default'.
  • A client is enrolled in an existing inpatient episode (Client A).
  • The 'Progress Notes' widget is accessible from the HomeView.
Steps
  1. Select "Client A" and access the 'Inpatient Progress Notes' form.
  2. Select "New Service" in the 'Progress Note For' field.
  3. Select the desired value in the 'Note Type' field.
  4. Enter the desired value in the 'Notes Field'.
  5. Enter the desired date in the 'Date Of Service' field.
  6. Select "Program A" in the 'Service Program' field.
  7. Validate the 'Location' field contains "Location A" by default.
  8. Select "Program B" in the 'Service Program' field.
  9. Validate the 'Location' field no longer contains a value.
  10. Select the desired value in the 'Location' field.
  11. Populate any other required and desired fields.
  12. File the note.
  13. Select "Client A" and access the 'Progress Notes' widget.
  14. Validate the note filed in the previous steps is displayed as expected.
Topics
• Progress Notes