Avatar CWS 2023 Update 90

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar Cal-PM 2023 Update 87
Avatar CWS 2023 Monthly Release 2023.03.02
RADplus 2023 Monthly Release 2023.03.02

Product Update Description

Additional improvements have been made to Alternative Service Location fields synchronization when present on progress note forms.

Required Updates

None

Included Updates

3, 8, 9, 11, 14, 15, 15.1, 21, 23, 28, 33, 35, 37, 39, 43, 44, 48, 50, 51, 52, 53, 54, 54.1, 56, 59, 61, 62, 64, 70, 76, 78, 80, 81, 82

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-83314 Details | User Acceptance Tests

Alternative Service Location - Progress Notes - Facility Location fields

Support of ‘Facility Location’ fields is enhanced for all progress note forms when selecting the 'Existing Service' option. The respective Facility Location values are defaulted to the note if the data exists. Selecting a different service, with different values in the Facility Location fields will repopulate the fields with the data associated to the current service. Selecting a different option in ‘Progress Note For’ will cause the Facility Location fields to be cleared.

This update will be used in conjunction with Cal-PM 2023 Update 87 and a future PM update.

Value Added: Support of ‘Facility Location’ fields is enhanced for all progress note forms to default the values from existing data.

Topics

• Draft/Final • Progress Notes

Acceptance Tests

AV-83314 Summary | Details

Alternative Service Location - Progress Notes - Facility Location fields

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

Ambulatory Progress Notes
ProgressNote Approval

Scenario 1: 'Progress Notes (Group and Individual)' - File an existing service note

Specific Setup:

Client Data:
A client is enrolled in an existing episode and has multiple existing services on file and multiple draft notes on file (Client A).
Registry Settings:
Set the "Enable Alternative Service Location Fields" Registry setting to "Y" for Progress Notes (Group and Individual)
Set the "Limit Existing Services to Current Login User" Registry Setting value as "0" for Progress Notes (Group and Individual).
Set the "Limit Existing Appointments to Current Login User" Registry Setting value as "0" for Progress Notes (Group and Individual).
Service:
Service should be picked from existing or newly created and the Fee definitions should be defined for the service(s).
Client Charge Input:
Charges should be created for the Client with Service.

Steps

Access the 'Edit Service Information' form.
Select "Client A" in 'Client ID'.
Select the desired episode in 'Episode Number'.
Click [Service(s) To Edit].
Select a service to edit.
Add data to one of the Facility Location fields and validate that all other Facility Location fields become required.
Fill out all the Facility location field values and submit the form.
Open the SQL tool and validate that the tables "SYSTEM.billing_tx_address" AND "SYSTEM.billing_claim_address" contains a new row of the service location details filed.
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 "Existing Service" in the 'Progress Note For' field.
Select the edited service in the 'Note Addresses Which Existing Service/Appointment' field.
Populate all required and desired fields.
Verify that the Facility Location fields are populated with the data entered in 'Edit Service Information'.
Update at least one facility location field value.
Select "Draft" in the 'Draft/Final' field.
Click [File Note].
Validate a message is displayed stating: Note Filed.
Click [OK].
Click [Yes] in the form return.
Select the "Client A" in the 'Select Client' field.
Select the note filed in the previous steps in the 'Draft Note To Edit' field.
Validate that a prompt is shown when editing a note for an existing service, for which the 'Facility Location' information on file does not match with the 'Facility Location' information on file for the note,
Validate the prompt message.
Select [Yes].
Selecting [Yes] overwrites the values with the values in the file.
Validate all previously filed data is displayed.
Validate that the note's Facility Location values are reverted to the existing values found in the file.
Update any desired Facility Location field value(s).
Click [File Note].
Validate a message is displayed stating: Note Filed.
Click [OK].
Select [Yes] for form return.
Select the note filed in the previous steps in the 'Draft Note To Edit' field.
Validate that a prompt is shown when editing a note for an existing service, for which the 'Facility Location' information on file does not match with the 'Facility Location' information on file for the note,
Validate the prompt message.
Select [No]
Selecting [No] does nothing but retain the Facility location values in the file for the note.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Click [Accept].
Enter the Password and select [Verify].
Select "Admitting Practitioner" in Add Approver.
Select [Submit].
Validate the acknowledgment 'Not Filed'.
Click [No] and close the form.
Open the SQL tool and validate that the tables "SYSTEM.billing_tx_address" AND "SYSTEM.billing_claim_address" do not contain a new row of the service which we edited the location details instead do verify that the same row was updated with the new value filed.
Close the SQL query window.

Scenario 2: File a New Service note in 'Ambulatory Progress Notes'

Specific Setup:

Client Data:
A client is enrolled in an existing episode and has multiple existing services on file and multiple draft notes on file (Client A).
Registry Settings:
Turn the "Enable Multiple Add-On Code Per Primary Code Functionality" Registry setting to "Y"
Set the extended dictionary value 'Allow Multiple Add-On Code Definition' for the specific dictionary value's 'Other Tabled Files' -> 'Service Code Type' dictionary as "Yes".
Set the "Enable Alternative Service Location Fields" Registry setting to "Y" for Ambulatory Progress Notes.
Set the "Limit Existing Services to Current Login User" Registry Setting value as "N" for Ambulatory Progress Notes.
Set the "Limit Existing Appointments to Current Login User" Registry Setting value as "N" for Ambulatory Progress Notes.
Service:
Service should be picked from existing or newly created and the Fee definitions should be defined for the service(s).

Steps

Access the 'Ambulatory Progress Notes' 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.
Populate all required fields.
Verify that the Facility Location fields are initially not required and becomes required when data is added to any of the fields.
Fill in all the Facility Location fields.
Select "Draft" in the 'Draft/Final' field.
Click [File Note].
Validate a message is displayed stating: Note Filed.
Click [OK].
Select [No] for form return.
Access the 'Ambulatory Progress Notes' form.
Select "Client A" in the 'Select Client' field.
Select the note filed in the previous steps in the 'Draft Note To Edit' field.
Validate all previously filed data is displayed.
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Select [Accept].
Enter the Password and select the [Verify] Button.
Enter the desired value in the 'Approval Comments'.
Select [OK]
Open the SQL tool and validate that the tables- "SYSTEM".billing_tx_address AND "SYSTEM".billing_claim_address are added with a new row of the service which we filed for the note with the location details for the service record.
Close the SQL query window.

Scenario 3: Ambulatory Progress Notes - Field Validation - When 'Enable Multiple Add-On Code Per Primary Code Functionality' = 'Y'.

Specific Setup:

Client Data:
A client is enrolled in an existing episode and has multiple existing services on file and multiple draft notes on file (Client A).
Registry Settings:
Turn the "Enable Multiple Add-On Code Per Primary Code Functionality" Registry setting to "Y"
Set the extended dictionary value 'Allow Multiple Add-On Code Definition' for the specific dictionary value's 'Other Tabled Files' -> 'Service Code Type' dictionary as "Yes".
Set the "Enable Alternative Service Location Fields" Registry setting to "Y" for Ambulatory Progress Notes.
Set the "Limit Existing Services to Current Login User" Registry Setting value as "N" for Ambulatory Progress Notes.
Set the "Limit Existing Appointments to Current Login User" Registry Setting value as "N" for Ambulatory Progress Notes.
Service:
Service should be picked from existing or newly created and the Fee definitions should be defined for the service(s).
Client Charge Input:
Charges should be created for the Client with Service.

Steps

Access the 'Edit Service Information' form.
Select an existing Outpatient client.
Select the 'Service(s) To Edit' button.
Select a desired service to edit.
Validate all the Facility Location fields so that if any one field gets valued all others are set as required.
Fill out all the Facility location field values and submit the form.
Open the SQL tool and validate that the tables 'SYSTEM.billing_tx_address' and 'SYSTEM.billing_claim_address' are added with a new row of the service location details filed.
Access the 'Ambulatory Progress Notes' form.
Select "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select "Existing Service" in the 'Progress Note For' field.
Select the service for which we filed the Facility Location values in the 'Note Addresses Which Existing Service/Appointment' field.
Validate that the Facility Location data is populated into the respective fields if we have them in the file for the respective service.
Populate all required and desired fields.
Select "Draft" in the 'Draft/Final' field.
Update any desired Facility Location field value(s).
Click [File Note].
Validate a message is displayed stating: Note Filed.
Click [OK].
Select [Yes] for form return.
Select the note filed in the previous steps in the 'Draft Note To Edit' field.
Validate that a prompt is shown when editing a note for an existing service, for which the 'Facility Location' information on file does not match with the 'Facility Location' information on file for the note,
Validate the prompt message.
Select [Yes].
Selecting [Yes] overwrites the values with the values in the file.
Validate all previously filed data is displayed.
Validate that the note's Facility Location values are reverted to the existing values found in the file.
Update any desired Facility Location field value(s).
Click [File Note].
Validate a message is displayed stating: Note Filed.
Click [OK].
Select [Yes] for form return.
Select the note filed in the previous steps in the 'Draft Note To Edit' field.
Validate that a prompt is shown when editing a note for an existing service, for which the 'Facility Location' information on file does not match with the 'Facility Location' information on file for the note,
Validate the prompt message.
Select [No]
Selecting [No] does nothing but retain the Facility location values in the file for the note.
Select "Final" in the 'Draft/Final' field.
Click [Submit].
Click [Accept].
Enter the Password and select [Verify].
Select "Admitting Practitioner" in Add Approver.
Select [Submit].
Validate the acknowledgment 'Not Filed'.
Click [No] and close the form.
Open the SQL tool and validate that the tables 'SYSTEM.billing_tx_address and 'SYSTEM.billing_claim_address' are not added with a new row of the service which we edited the location details instead verify that the same row was updated with the new value filed.
Close the SQL query window.

Scenario 4: Validating 'AddProgressNotes' web service request for a new service

Specific Setup:

Access to SoapUI or any other web service.
Client with a service filed in 'Client Charge Input' form.
Registry setting "Enable Alternative Service Location Fields" is set to "Y".
Document Routing Setup: Form field- 'Enable Document Routing', for the respective Application and Form should be set as 'No'.
In our case, the Application would be - Avatar CWS.
The form would be - "Progress Notes->Ambulatory Progress Notes [CWS7001]"
Dictionary Update: File - "CWS", Data Element - "(10751) Note Type", Dictionary Code -"1.1"
Extended Dictionary Data Element - "Note Requires Co-Signature" should be set as "No"

Steps

Access the SoapUI or any other tool to test the web service.
Consume the WSDL for WEB.SVC.ProgressNotes.Client.Request.
Enter data in the web service request for the "New Service".
Set the "NotesField" item to any desired text value.
Set the "NoteType" item to "Any desired Note type value".
Set the "DraftFinal" item to "F".
Set the "ProgressNoteFor" item to "N".
Set the "ServiceProgram" item to "Any desired program value".
Set the "ServiceDuration" item to "Any desired duration value".
Set the "DateOfService" item to "Any desired date value".
Leave all the "Facility Location" field values empty.
Set the "ClientID" item to the client with the service on file.
Set the "EpisodeNumber" to the client episode for the service.
Set the "Option" to "Any desired option value".
Click [Send].
Verify the Message response contains "Progress Notes web service has been filed successfully" with the "Unique NOTID" value.
Open the SQL querying tool and verify that there are no new records added in the below tables when the service request is filed with no Facility Service Location values.
"SYSTEM".billing_tx_address
"SYSTEM".billing_claim_address
"SYSTEM".billing_tx_history
Close the SQL Querying window and return to the SoapUI.
Repeat Steps 3-10.
Set the "FacilityLocationName" to "Any desired text value".
Repeat Steps 12-15.
Verify the response text shows for Missing required fields as follows "The following required fields are missing: Facility Location Code Qualifier, Facility Location Code Identifier, Facility Location Address - Street, Facility Location Zip Code, Facility Location City, Facility Location State".
Set the "FacilityLocationCodeQualifier" to "Any desired value".
Set the "FacilityLocationCodeIdentifier" to a desired value.
Set the "FacilityLocationAddressStreet" to a desired value.
Leave the "FacilityLocationAddressStreet2" empty.
Set the "FacilityLocationZipCode" to a desired valid zip code.
Set the "FacilityLocationCity to the desired City based on the zip.
Set the "FacilityLocationState to a desired state based on the zip.
Repeat Steps 12-15.
Verify that the "FacilityLocationAddressStreet2" is not treated as mandatory.
Verify the Message response contains "Progress Notes web service has been filed successfully" with the "Unique NOTID" value.
Open the SQL querying tool and verify that the Facility Service Location data which is linked with the Progress Note filed for the service is stored in the below tables.

"SYSTEM".billing_tx_address
"SYSTEM".billing_claim_address
"SYSTEM".billing_tx_history

Scenario 5: Inpatient Progress Notes - Existing Appointment

Specific Setup:

Client Data:
A client is enrolled in an Inpatient program episode.
Registry Settings:
Turn the "Enable Multiple Add-On Code Per Primary Code Functionality" Registry setting to "Y"
Set the extended dictionary value 'Allow Multiple Add-On Code Definition' for the specific dictionary value's 'Other Tabled Files' -> 'Service Code Type' dictionary as "Yes".
Set the "Enable Alternative Service Location Fields" Registry setting to "Y" for Inpatient Progress Notes.
Set the "Limit Existing Services to Current Login User" Registry Setting value as "N" for Inpatient Progress Notes.
Set the "Limit Existing Appointments to Current Login User" Registry Setting value as "N" for Inpatient Progress Notes.
Enable the "Include Co-Practitioner" Registry setting.
Enable the "Include Co-Practitioner 2" Registry setting.
Using the "Document Routing Setup" form, enable document routing for the "Inpatient Progress Notes".
Service:
Service should be picked from existing or newly created and the Fee definitions should be defined for the service(s).
Client Charge Input:
Charges should be created for the Client with Service.

Steps

Using the "Scheduling Calendar" form, create an appointment.
Open the "Inpatient Progress Notes" form.
Create a progress note for the existing appointment that was created in the "Scheduling Calendar".
Set the "Co-Practitioner" field to a valid practitioner.
Set the "Co-Practitioner Duration (Minutes)" to the desired minutes.
Set the "Co-Practitioner 2" field to a valid practitioner.
Set the "Co-Practitioner 2 Duration (Minutes)" to the desired minutes.
Set the "Co-Practitioner" field to null.
Set the "Co-Practitioner 2" field to null.
Finalize the note by setting "Draft/Final" to "Final".
Validate a message displaying indicating that the Co Practitioner isn't populated, but the Co-Practitioner Duration (Minutes) is.
Set the "Co-Practitioner" field to a valid practitioner.
Finalize the note by setting "Draft/Final" to "Final".
Validate a message displaying indicating that Co Practitioner 2 isn't populated, but the Co-Practitioner 2 Duration (Minutes) is.
Set the "Co-Practitioner 2" field to a valid practitioner.
Verify that the Facility Location fields are initially not required and turned as required when any one of them is valued.
Fill in all the Facility Location fields.
Finalize the note by setting "Draft/Final" to "Final".
Select [Submit].
Select [No].
Select [Accept].
Enter the valid Password and select [Verify].
Fill in the 'Approval Comments' with a desired value.
Click [OK].
Open the SQL tool and validate that the tables- 'SYSTEM".billing_tx_address ' and 'SYSTEM".billing_claim_address' are added with a new row of the service location details filed.

Topics

• Draft/Final • Progress Notes