Avatar CWS 2023 Update 80

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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 in the Progress Notes chart view that may prevent correct practitioner credentials for appearing based on the date of service.

Required Updates

None

Included Updates

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)

AV-92519 Details \| User Acceptance Tests Chart View - Progress Notes Ensure practitioner credentials display correctly based on the date of service for Progress Notes in the Chart View. KB0075293 v0.01	Topics • Practitioner • Progress Notes

Acceptance Tests

AV-92519 Summary | Details

Chart View - Progress Notes

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Practitioner Enrollment
Progress Notes (Group and Individual)
Ambulatory Progress Notes

Scenario 1: Progress Notes (Group and Individual) - Validate display of Practitioner Credentials in the Chart View

Specific Setup:

Please note: this is for myAvatar only.
A client is enrolled in an existing episode (Client A).
A practitioner is defined in 'Practitioner Enrollment' with the following (Practitioner A):
'Category/Taxonomy' Row 1:
'Effective Date' of "01/01/2022".
'End Date' of "10/01/2023".
Practitioner Credential of "Administrator".
'Category/Taxonomy' Row 2:
'Effective Date' of "10/02/2023"
No 'End Date' on file
Practitioner Credential of "Medical Doctor".
The 'Progress Notes (Group and Individual)' form must be accessible from the Chart View.

Steps

Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select "New Service" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field'.
Enter "05/01/2023" in the 'Date Of Service' field.
Select the desired value in the 'Service Charge Code' field.
Populate all other required and desired fields.
Select "Final" in the 'Draft/Final' field.
File the note.
Close the form.
Double click on "Client A" to access the Chart View.
Select the 'Progress Notes (Group and Individual)' form from the left-hand side.
Select the episode used in the previous steps.
Validate the previously filed note is displayed.
Validate "Practitioner A" is displayed with the proper practitioner credentials based on the service date, which is "Administrator".
Close the chart.
Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select "New Service" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field'.
Enter "10/31/2023" in the 'Date Of Service' field.
Select the desired value in the 'Service Charge Code' field.
Populate all other required and desired fields.
Select "Final" in the 'Draft/Final' field.
File the note.
Close the form.
Double click on "Client A" to access the Chart View.
Select the 'Progress Notes (Group and Individual)' form from the left-hand side.
Select the episode used in the previous steps.
Validate the previously filed note is displayed.
Validate "Practitioner A" is displayed with the proper practitioner credentials based on the service date, which is "Medical Doctor".
Close the chart.

Scenario 2: Ambulatory Progress Notes - Validate display of Practitioner Credentials in the Chart View

Specific Setup:

Please note: this is for myAvatar only.
A client is enrolled in an existing outpatient episode (Client A).
A practitioner is defined in 'Practitioner Enrollment' with the following (Practitioner A):
'Category/Taxonomy' Row 1:
'Effective Date' of "01/01/2022".
'End Date' of "10/01/2023".
Practitioner Credential of "Administrator".
'Category/Taxonomy' Row 2:
'Effective Date' of "10/02/2023"
No 'End Date' on file
Practitioner Credential of "Medical Doctor".
The 'Ambulatory Progress Notes' form must be accessible from the Chart View.

Steps

Select "Client A" and access the 'Ambulatory Progress Notes' form.
Select "New Service" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field'.
Enter "05/01/2023" in the 'Date Of Service' field.
Select the desired value in the 'Service Charge Code' field.
Populate all other required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit] and close the form.
Double click on "Client A" to access the Chart View.
Select the 'Ambulatory Progress Notes' form from the left-hand side.
Select the episode used in the previous steps.
Validate the previously filed note is displayed.
Validate "Practitioner A" is displayed with the proper practitioner credentials based on the service date, which is "Administrator".
Close the chart.
Select "Client A" and access the 'Ambulatory Progress Notes' form.
Select "New Service" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field'.
Enter "10/31/2023" in the 'Date Of Service' field.
Select the desired value in the 'Service Charge Code' field.
Populate all other required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit] and close the form.
Double click on "Client A" to access the Chart View.
Select the 'Ambulatory Progress Notes' form from the left-hand side.
Select the episode used in the previous steps.
Validate the previously filed note is displayed.
Validate "Practitioner A" is displayed with the proper practitioner credentials based on the service date, which is "Medical Doctor".
Close the chart.

Scenario 3: Inpatient Progress Notes - Validate display of Practitioner Credentials in the Chart View

Specific Setup:

Please note: this is for myAvatar only.
A client is enrolled in an existing inpatient episode (Client A).
A practitioner is defined in 'Practitioner Enrollment' with the following (Practitioner A):
'Category/Taxonomy' Row 1:
'Effective Date' of "01/01/2022".
'End Date' of "10/01/2023".
Practitioner Credential of "Administrator".
'Category/Taxonomy' Row 2:
'Effective Date' of "10/02/2023"
No 'End Date' on file
Practitioner Credential of "Medical Doctor".
The 'Inpatient Progress Notes' form must be accessible from the Chart View.

Steps

Select "Client A" and access the 'Inpatient Progress Notes' form.
Select "New Service" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field'.
Enter "05/01/2023" in the 'Date Of Service' field.
Select the desired value in the 'Service Charge Code' field.
Populate all other required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit] and close the form.
Double click on "Client A" to access the Chart View.
Select the 'Inpatient Progress Notes' form from the left-hand side.
Select the episode used in the previous steps.
Validate the previously filed note is displayed.
Validate "Practitioner A" is displayed with the proper practitioner credentials based on the service date, which is "Administrator".
Close the chart.
Select "Client A" and access the 'Inpatient Progress Notes' form.
Select "New Service" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field'.
Enter "10/31/2023" in the 'Date Of Service' field.
Select the desired value in the 'Service Charge Code' field.
Populate all other required and desired fields.
Select "Final" in the 'Draft/Final' field.
Click [Submit] and close the form.
Double click on "Client A" to access the Chart View.
Select the 'Inpatient Progress Notes' form from the left-hand side.
Select the episode used in the previous steps.
Validate the previously filed note is displayed.
Validate "Practitioner A" is displayed with the proper practitioner credentials based on the service date, which is "Medical Doctor".
Close the chart.

Topics

• Practitioner • Progress Notes