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Avatar CWS 2023 Update 87

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2023 Monthly Release 2023.03.02
RADplus 2023 Monthly Release 2023.03.02

Product Update Description

The following issues are resolved: 1) The 'Nursing Caseload Assignment' form is updated to filter units defined for sub system codes. 2) An issue in the 'Columbia_Assessment' table that may prevent the 'aborted_suicide_attempt_past_months_value' and 'actual_suicide_attempt_past_months_value' fields from being displayed. 3) 'Progress Notes Group and Individual' forms are updated for increased stability when Document Routing is enabled. 4) An issue in 'Ambulatory' and 'Inpatient' Progress Notes forms that may prevent the 'Limit Note Types' registry setting from being calculated correctly.

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, 78, 80, 82

Details
NEW1 CHANGED0 FIXED2
New (1)
Nursing Caseload Assignment - Sub-System codes
The 'Nursing Caseload Assignment' form is updated to filter units defined for sub-system codes.
Value Added: Support for sub-system code functionality in the 'Nursing Caseload Assignment'.
Topics
• Registry Settings • Sub-System Code
 
Fixed (2)
The 'Limit Note Types' registry setting
Ensure 'Ambulatory Progress Notes' and 'Inpatient Progress Notes' forms reflect the value defined in the 'Limit Note Types' registry setting as expected. KB0074595 v0.01
Topics
• Progress Notes • Registry Settings
 
The 'SYSTEM.Columbia_Assessment' SQL table
Ensure the 'SYSTEM.Columbia.Assessment' SQL table displays the proper values in the 'aborted_suicide_attempt_past_months_value' and 'actual_suicide_attempt_past_months_value' fields. KB0075407 v0.01
Topics
• Clinical Pathway • Query/Reporting
 
Acceptance Tests
AV-91025 Summary | Details
The 'Limit Note Types' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Ambulatory Progress Notes
  • Registry Settings (CWS)
Scenario 1: Ambulatory Progress Notes - Validate the 'Limit Note Types' registry setting
Specific Setup:
  • A client is enrolled in an existing outpatient episode (Client A).
  • Note types are defined in the CWS '(10751) Note Type' dictionary (Note Type A, Note Type B, Note Type C).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the 'Limit Note Types' registry setting for the 'Ambulatory Progress Notes' form and click [OK].
  5. Enter "Note Type A" in the 'Registry Setting Value' field.
  6. Submit the form.
  7. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  8. Populate all required and desired fields.
  9. Validate the 'Note Type' field only contains "Note Type A".
  10. Select the desired value in the 'Note Type' field.
  11. Select "Final" in the 'Draft/Final' field.
  12. File the note.
  13. Access the 'Registry Settings' form.
  14. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Select the 'Limit Note Types' registry setting for the 'Ambulatory Progress Notes' form and click [OK].
  17. Remove the value from the 'Registry Setting Value' field.
  18. Submit the form.
  19. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  20. Populate all required and desired fields.
  21. Validate the 'Note Type' field contains "Note Type A", "Note Type B" and "Note Type C".
  22. Select the desired value in the 'Note Type' field.
  23. Select "Final" in the 'Draft/Final' field.
  24. File the note.
Scenario 2: Ambulatory Progress Notes Copy - Validate the 'Limit Note Types' registry setting
Specific Setup:
  • Must have a copy of the 'Ambulatory Progress Notes' form (Ambulatory Progress Notes Copy).
  • A client is enrolled in an existing outpatient episode (Client A).
  • Note types are defined in the CWS '(10751) Note Type' dictionary (Note Type A, Note Type B, Note Type C).
  • The 'Limit Note Types' registry setting must be set for the 'Ambulatory Progress Notes' form to "Note Type B".
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the 'Limit Note Types' registry setting for the 'Ambulatory Progress Notes Copy' form and click [OK].
  5. Enter "Note Type A" in the 'Registry Setting Value' field.
  6. Submit the form.
  7. Select "Client A" and access the 'Ambulatory Progress Notes Copy' form.
  8. Populate all required and desired fields.
  9. Validate the 'Note Type' field only contains "Note Type A".
  10. Select the desired value in the 'Note Type' field.
  11. Select "Final" in the 'Draft/Final' field.
  12. File the note.
  13. Access the 'Registry Settings' form.
  14. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Select the 'Limit Note Types' registry setting for the 'Ambulatory Progress Notes Copy' form and click [OK].
  17. Remove the value from the 'Registry Setting Value' field.
  18. Submit the form.
  19. Select "Client A" and access the 'Ambulatory Progress Notes Copy' form.
  20. Populate all required and desired fields.
  21. Validate the 'Note Type' field contains "Note Type A", "Note Type B" and "Note Type C".
  22. Select the desired value in the 'Note Type' field.
  23. Select "Final" in the 'Draft/Final' field.
  24. File the note.
Scenario 3: Inpatient Progress Notes Copy - Validate the 'Limit Note Types' registry setting
Specific Setup:
  • Must have a copy of the 'Inpatient Progress Notes' form (Inpatient Progress Notes Copy).
  • A client is enrolled in an existing inpatient episode (Client A).
  • Note types are defined in the CWS '(10751) Note Type' dictionary (Note Type A, Note Type B, Note Type C).
  • The 'Limit Note Types' registry setting must be set for the 'Inpatient Progress Notes' form to "Note Type B".
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the 'Limit Note Types' registry setting for the 'Inpatient Progress Notes Copy' form and click [OK].
  5. Enter "Note Type A" in the 'Registry Setting Value' field.
  6. Submit the form.
  7. Select "Client A" and access the 'Inpatient Progress Notes Copy' form.
  8. Populate all required and desired fields.
  9. Validate the 'Note Type' field only contains "Note Type A".
  10. Select the desired value in the 'Note Type' field.
  11. Select "Final" in the 'Draft/Final' field.
  12. File the note.
  13. Access the 'Registry Settings' form.
  14. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Select the 'Limit Note Types' registry setting for the 'Inpatient Progress Notes Copy' form and click [OK].
  17. Remove the value from the 'Registry Setting Value' field.
  18. Submit the form.
  19. Select "Client A" and access the 'Inpatient Progress Notes Copy' form.
  20. Populate all required and desired fields.
  21. Validate the 'Note Type' field contains "Note Type A", "Note Type B" and "Note Type C".
  22. Select the desired value in the 'Note Type' field.
  23. Select "Final" in the 'Draft/Final' field.
  24. File the note.
Scenario 4: Inpatient Progress Notes - Validate the 'Limit Note Types' registry setting
Specific Setup:
  • A client is enrolled in an existing inpatient episode (Client A).
  • Note types are defined in the CWS '(10751) Note Type' dictionary (Note Type A, Note Type B, Note Type C).
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Select the 'Limit Note Types' registry setting for the 'Inpatient Progress Notes' form and click [OK].
  5. Enter "Note Type A" in the 'Registry Setting Value' field.
  6. Submit the form.
  7. Select "Client A" and access the 'Inpatient Progress Notes' form.
  8. Populate all required and desired fields.
  9. Validate the 'Note Type' field only contains "Note Type A".
  10. Select the desired value in the 'Note Type' field.
  11. Select "Final" in the 'Draft/Final' field.
  12. File the note.
  13. Access the 'Registry Settings' form.
  14. Enter "Limit Note Types" in the 'Limit Registry Settings to the Following Search Criteria' field.
  15. Click [View Registry Settings].
  16. Select the 'Limit Note Types' registry setting for the 'Inpatient Progress Notes' form and click [OK].
  17. Remove the value from the 'Registry Setting Value' field.
  18. Submit the form.
  19. Select "Client A" and access the 'Inpatient Progress Notes' form.
  20. Populate all required and desired fields.
  21. Validate the 'Note Type' field contains "Note Type A", "Note Type B" and "Note Type C".
  22. Select the desired value in the 'Note Type' field.
  23. Select "Final" in the 'Draft/Final' field.
  24. File the note.
Topics
• Progress Notes • Registry Settings
AV-91836 Summary | Details
Nursing Caseload Assignment - Sub-System codes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Nursing Caseload Assignment
  • Program Maintenance
  • Registry Settings (CWS)
  • System Code Definition
Scenario 1: Nursing Caseload Assignment - Sub-System Codes - Validate the 'Activate Program/Unit Filter' registry setting
Specific Setup:
  • The 'Activate Program/Unit Filter' registry setting is set to "Y".
  • Multiple program and units are defined.
  • A sub-system code (Sub-System Code A) must be defined in 'System Code Definition' with only one program selected (Program A).
  • "Program A" must be configured in 'Program Maintenance' with only one associated unit (Unit A).
Steps
  1. Log into myAvatar using "Sub-System Code A".
  2. Access the 'Nursing Caseload Assignment' form.
  3. Validate the 'Select Clients From Unit' only contains "Unit A".
  4. Close the form.
  5. Log into myAvatar using the root system code.
  6. Access the 'Nursing Caseload Assignment' form.
  7. Validate the 'Select Clients From Unit' contains all units that are associated to all programs.
  8. Close the form.
Topics
• Registry Settings • Sub-System Code
AV-93213 Summary | Details
The 'SYSTEM.Columbia_Assessment' SQL table
Scenario 1: Validate the 'SYSTEM.Columbia_Assessment' SQL table
Specific Setup:
  • A client must have the 'Columbia Suicide Risk Assessment' assessment filed with all fields populated (Client A).
Steps
  1. Access Crystal Reports or other SQL Reporting tool.
  2. Select the CWS namespace.
  3. Validate the report on the 'SYSTEM.Columbia_Assessment' table.
  4. Validate a row is displayed for the assessment on file for "Client A".
  5. Validate the 'actual_suicide_attempt_past_months_code' field contains the code on file.
  6. Validate the 'actual_suicide_attempt_past_months_value' field contains the value on file.
  7. Validate the 'aborted_suicide_attempt_past_months_code' field contains the code on file.
  8. Validate the 'aborted_suicide_attempt_past_months_value' field contains the value on file.
  9. Validate all other data displays as expected.
  10. Close the report.
Topics
• Query/Reporting