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Avatar CWS 2023 Update 93

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2023 Monthly Release 2023.04.00
RADplus 2023 Monthly Release 2023.04.00
RADplus 2023 Update 136

Product Update Description

The 'Clinical Document Viewer' will show the service date for progress notes where the service has not been created. Note: RADplus 2023 Update 136 is required for this functionality.

Required Updates

None

Included Updates

3, 5, 8, 9, 11, 14, 15, 15.1, 21, 23, 28, 33, 35, 36, 37, 39, 43, 44, 45, 48, 50, 51, 52, 53, 54, 54.1, 56, 59, 61, 62, 64, 65, 70, 73, 76, 78, 80, 81, 82, 84, 87, 89, 90, 91

Details
NEW1 CHANGED0 FIXED0
New (1)
Clinical Document Viewer - Service Date
The 'Clinical Document Viewer' will show the service date for progress notes where the service has not been created. Note: RADplus 2023 Update 136 is required for this functionality.
Value Added: Date of service or Date of Entry is viewable
Topics
• Clinical Document Viewer
 
Acceptance Tests
AV-93487 Summary | Details
Clinical Document Viewer - Service Date
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Progress Notes (Group and Individual)
  • Document Routing Setup (PM)
  • Registry Settings (PM)
Scenario 1: Progress Notes (Group and Individual) - Validate document routing
Specific Setup:
  • Document routing must be enabled for the "Progress Notes (Group and Individual)" form.
Steps
  1. Open the "Progress Notes (Group and Individual)" form.
  2. Create and finalize a document.
  3. Sign the document.
  4. Using "Clinical Document Viewer", view and print the document.
  5. Validate the document displays and prints.
  6. Open the "Progress Notes (Group and Individual)" form.
  7. Create and route a progress note to an approver.
  8. Sign on as the approver.
  9. Locate the document in the approver's "My To Do's" widget.
  10. Click on "Approve Document" and approve the document.
  11. Using the "Clinical Document Viewer", view the document that was just approved.
  12. Open the "Progress Notes (Group and Individual)" form.
  13. Create and route a note to multiple approvers.
  14. Sign on as the first approver.
  15. Locate the document in the approver's "My To Do's" widget.
  16. Click on "Approve Document".
  17. Click "Accept".
  18. Enter the approver's password.
  19. Log on as another approver.
  20. Locate the document in the approver's "My To Do's" widget.
  21. Click on "Approve Document".
  22. Click "Accept".
  23. Enter the approver's password.
  24. Open the "Clinical Document Viewer" form.
  25. Select the document that was just routed/finalized.
  26. Validate that the document displays and prints.
  27. Open the "Progress Notes (Group and Individual)" form.
  28. Create a progress note and route to several approvers.
  29. Log on as another approver.
  30. Locate the document in the approver's "My To Do's" widget.
  31. Click on "Approve Document".
  32. Click "Accept".
  33. Enter the approver's password.
  34. Repeat steps 11b-12c for each additional approver.
  35. Open "Clinical Document Viewer".
  36. Validate the document that was just filed display and prints.
Scenario 2: Clinical Document Viewer - Validating Service Date
Specific Setup:
  • Set the registry setting "Post Appointment When The Note Is Submitted" to "N".
  • Using the "Document Routing Setup" form:
  • Enable Document Routing for any progress notes form.
Steps
  1. Open the "Scheduling Calendar" form.
  2. Create an appointment.
  3. Open the progress note form setup that was enabled for document routing.
  4. Create and finalize a progress note for the appointment.
  5. Open the "Clinical Document Viewer" form.
  6. Locate the row that contains the progress note that was finalized.
  7. Validate the "Service Date" columns is populated with the date of the progress note.
Topics
• Clinical Document Viewer