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Avatar CWS 2023 Update 88

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CareFabric 2023 Update 67
Avatar CWS 2023 Monthly Release 2023.03.01
RADplus 2023 Monthly Release 2023.03.01

Product Update Description

Avatar CWS is enhanced to support other products and modules.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Support for other products and modules
Avatar CWS is updated to support other products and modules.
Value Added: Support for other products and modules.
Topics
• Progress Notes
 
Acceptance Tests
AV-93450 Summary | Details
Support for other products and modules
Scenario 1: Progress Notes (Group and Individual) - File a new service note with document routing enabled
Specific Setup:
  • The 'Progress Notes (Group and Individual)' form must have document routing enabled.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "New Service" in the 'Progress Note For' field.
  5. Select the desired value in the 'Note Type' field.
  6. Enter the desired value in the 'Notes Field'.
  7. Select the desired practitioner in the 'Practitioner' field.
  8. Enter the current date in the 'Date Of Service' field.
  9. Select the desired value in the 'Service Charge Code' field.
  10. Populate any other required and desired fields.
  11. Select "Final" in the 'Draft/Final' field.
  12. Click [File Note].
  13. Validate a 'Confirm Document' dialog is displayed.
  14. Validate all progress note data displays as expected.
  15. Click [Accept].
  16. Enter the password and click [Verify].
  17. Validate a message is displayed stating: Note Filed. Do you want to return to the Progress Notes form?
  18. Click [No].
  19. Access the 'Client Ledger' form.
  20. Select "Client A" in the 'Client ID' field.
  21. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  22. Select "Simple" from the 'Ledger Type' field.
  23. Select "Yes" from the 'Include Zero Charges' field.
  24. Click [Process].
  25. Validate the Client Ledger Report page contains the service created in the previous steps.
  26. Click [Dismiss].
Scenario 2: Treatment Plan - File a Treatment Plan with Document Routing
Specific Setup:
  • Client is enrolled in an existing episode (Client A).
  • The 'Treatment Plan' form must have document routing enabled.
  • Must have the 'My To Do's' widget configured on a view.
  • The 'Set Current Status To Active When Plan Is Finalized' registry setting is set to "N" for the 'Treatment Plan' form.
  • The 'Set Current Status To Completed On Plan End Date' registry setting is set to "N" for the 'Treatment Plan' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Click [Add].
  3. Enter the current date is displayed in the 'Plan Date' field.
  4. Select the desired date in the 'Plan Date' field.
  5. Select the desired value in the 'Plan Type' field
  6. Select "Draft" in the 'Treatment Plan Status' field.
  7. Validate "Draft" is now selected in the 'Current Status' field.
  8. Click [Launch Plan].
  9. Add a problem, goal, objective, and intervention.
  10. Click [Return to Plan] and [OK].
  11. Hover over the problem in the 'Problems' field.
  12. Validate a "not allowed" icon displays indicating the field cannot be edited.
  13. Validate the 'Problem' is displayed in dark grey text.
  14. Select "Final" in the 'Draft/Final' field.
  15. Select "Active" in the 'Current Status' field.
  16. Click [Submit].
  17. Validate a 'Confirm Document' dialog is displayed.
  18. Validate all treatment plan data displays as expected. Please note: the 'Current Status' field will not be included in the document image. This is because the 'Current Status' field can be updated after a 'Treatment Plan' has been finalized.
  19. Click [Accept].
  20. Enter the password and click [Verify].
  21. Select "Client A" and access the 'Treatment Plan' form.
  22. Select the record from the previous steps and click [Edit].
  23. 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?
  24. Click [Yes].
  25. Validate the plan displays as expected and fields are disabled, except for the 'Current Status' field.
  26. Select "Completed" in the 'Current Status' field.
  27. Click [Submit].
  28. Validate a message is displayed stating: The following fields are updated: 'Current Status'.
  29. Click [OK].
  30. Select "Client A" and access the 'Treatment Plan' form.
  31. Select the record from the previous steps 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 selected in the 'Current Status' field.
  35. Close the form.
Topics
• Progress Notes