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Avatar CWS 2023 Update 99

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CareFabric 2024 Update 14
Avatar CWS 2023 Monthly Release 2023.04.00
RADplus 2023 Monthly Release 2023.04.00

Product Update Description

Avatar CWS is updated to support Patient Calendar functionality within Progress Notes. Please note: Avatar Appointment Scheduling 2023 Update 25 is required for full functionality. In addition, the following issues are resolved: 1) The 'Do you want to return to the progress notes form?' dialog would be generated when it should not be 2) Valid "Evidence-Based Practices" codes may be rejected as invalid codes.

Required Updates

Avatar CWS 2023 Update 58
Avatar CWS 2023 Update 61
Avatar CWS 2023 Update 90

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, 58, 59, 60, 61, 62, 64, 65, 70, 73, 76, 78, 80, 81, 82, 84, 87, 89, 90, 91, 93, 95

Details
NEW1 CHANGED0 FIXED2
New (1)
Progress Notes - Support for Patient Calendar functionality
Avatar CWS is enhanced to support Patient Calendar functionality within Progress Notes.
Value Added: The ability to file progress notes for client only services.
Topics
• Progress Notes
 
Fixed (2)
Bells Notes Integration - Evidence-Based Practices
Ensure the ability to file progress notes from Bells Notes with Evidence-Based Practices.
Topics
• Bells Notes • CareFabric • Progress Notes
 
'Progress Notes (Group and Individual)' - Form Return dialog
An issue where the 'Do you want to return to the progress notes form?' dialog was displayed when it should not be for 'Progress Notes (Group and Individual)' forms. KB0075427 v0.01
Topics
• Chart View • Progress Notes • Scheduling Calendar
 
Acceptance Tests
AV-88039 Summary | Details
Progress Notes - Support for Patient Calendar functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Document Routing Setup (PM)
  • Progress Notes (Group and Individual)
  • Ambulatory Progress Notes
  • Registry Settings (PM)
  • Client Charge Input
Scenario 1: Progress Notes (Group and Individual) - File a note for a client only service
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • A "Client Only" service code must be defined in the 'Service Codes' form (Service Code A).
  • The 'Progress Notes' widget must be on the HomeView.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select any value in the 'Select Episode' field.
  4. Select "New Service" in the 'Progress Notes For' field.
  5. Select any value in the 'Note Type' field.
  6. Enter any value in the 'Notes Field'.
  7. Enter the current date in the 'Date of Service' field.
  8. Select "Service Code A" in the 'Service Charge Code' field.
  9. Populate any other required and desired fields.
  10. Select "Final" from the 'Draft/Final' field.
  11. Click [File Note].
  12. Validate a "Progress Notes" dialog is displayed stating: Note Filed. Do you want to return to the Progress Notes form?
  13. Click [No].
  14. Select "Client A" and navigate to the 'Progress Notes' widget.
  15. Validate the note filed in the previous steps is displayed.
  16. Access the 'Client Ledger' form.
  17. Search "Client A" in the 'Client ID' field.
  18. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  19. Select "Simple" in the 'Ledger Type' field.
  20. Select "Yes" in the 'Include Zero Charges' field.
  21. Click [Process].
  22. Validate "Service Code A" is displayed in the Client Ledger.
  23. Close the form.
Scenario 2: Ambulatory Progress Notes - File a note for a client only service
Specific Setup:
  • The 'Allow Client Only Services in the Scheduling Calendar' registry setting must be set to "Y". Please note: this is only supported in Avatar NX.
  • A client must be enrolled in an existing outpatient episode (Client A).
  • A "Client Only" service code must be defined in the 'Service Codes' form (Service Code A).
  • The 'Progress Notes' widget must be on the HomeView.
  • "Client A" must have a client only appointment scheduled in the 'Scheduling Calendar' using "Service Code A". Please note: this is only supported in Avatar NX.
Steps
  1. Select "Client A" and access the 'Ambulatory Progress Notes' form.
  2. Select "Existing Appointment" in the 'Progress Note For' field.
  3. Select the existing appointment for "Service Code A" in the 'Note Addresses Which Existing Service/Appointment' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field'.
  6. Populate any other required and desired fields.
  7. Select "Final" in the 'Draft/Final' field.
  8. Submit the note.
  9. Select "Client A" and navigate to the 'Progress Notes' widget.
  10. Validate the note filed in the previous steps is displayed.
  11. Access the 'Client Ledger' form.
  12. Search "Client A" in the 'Client ID' field.
  13. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  14. Select "Simple" in the 'Ledger Type' field.
  15. Select "Yes" in the 'Include Zero Charges' field.
  16. Click [Process].
  17. Validate "Service Code A" is displayed in the Client Ledger.
  18. Close the form.
Scenario 3: Inpatient Progress Notes - File a note for a client only service
Specific Setup:
  • A client must be enrolled in an existing inpatient episode (Client A).
  • A "Client Only" service code must be defined in the 'Service Codes' form (Service Code A).
  • "Client A" has an existing service for "Service Code A" filed in 'Client Charge Input'.
  • The 'Progress Notes' widget must be on the HomeView.
Steps
  1. Select "Client A" and access the 'Inpatient Progress Notes' form.
  2. Select "Existing Service" in the 'Progress Note For' field.
  3. Select the existing service for "Service Code A" in the 'Note Addresses Which Existing Service/Appointment' field.
  4. Select the desired value in the 'Note Type' field.
  5. Enter the desired value in the 'Notes Field'.
  6. Populate any other required and desired fields.
  7. Select "Final" in the 'Draft/Final' field.
  8. Submit the note.
  9. Select "Client A" and navigate to the 'Progress Notes' widget.
  10. Validate the note filed in the previous steps is displayed.
  11. Access the 'Client Ledger' form.
  12. Search "Client A" in the 'Client ID' field.
  13. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  14. Select "Simple" in the 'Ledger Type' field.
  15. Select "Yes" in the 'Include Zero Charges' field.
  16. Click [Process].
  17. Validate "Service Code A" is displayed in the Client Ledger.
  18. Close the form.
Topics
• Progress Notes
AV-88111 Summary | Details
Bells Notes Integration - Evidence-Based Practices
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Clinical Document Viewer
  • Registry Settings (PM)
Scenario 1: Bells Notes Integration - Progress Notes (Group and Individual) - Validate sending 'Evidence-Based Practices'
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Progress Notes (Group and Individual)' form must have 'Document Routing' enabled.
  • The 'Enable Evidence Based Practice Fields' registry setting must be set to "Y".
  • Must have a note type in Bells for the 'Progress Notes (Group and Individual)' form with the 'Evidence-Based Practices' field available (Note Type A).
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' and 'Progress Notes' widgets on the HomeView.
  • A client is enrolled in an existing episode (Client A)
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Select the desired value(s) in the 'Evidence-Based Practices' field.
  8. Click [Sign Note].
  9. Validate the Sign Note' dialog is displayed.
  10. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  11. Validate a message is displayed stating: Note Signed Successfully.
  12. Log into myAvatar as "User A".
  13. Navigate to the "My To Do's" widget.
  14. Validate a 'To-Do' is displayed for the note sent via Bells Notes for "Client A".
  15. Click [Approve Document].
  16. Validate the progress note data is displayed, including the value(s) selected in the 'Evidence-Based Practices' field.
  17. Click [Accept].
  18. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  19. Validate the 'To-Do' is no longer displayed.
  20. Select "Client A" and navigate to the 'Progress Notes' widget.
  21. Validate the progress note filed from Bells Notes is displayed.
  22. Validate the progress note data is displayed, including the value(s) selected in the 'Evidence-Based Practices' field.
Scenario 2: Bells Notes Integration - Ambulatory Progress Notes - Validate sending 'Evidence-Based Practices'
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Ambulatory Progress Notes' form must have 'Document Routing' enabled.
  • The 'Enable Evidence Based Practice Fields' registry setting must be set to "Y".
  • Must have a note type in Bells for the 'Ambulatory Progress Notes' form with the 'Evidence-Based Practices' field available (Note Type A).
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' and 'Progress Notes' widgets on the HomeView.
  • A client is enrolled in an existing outpatient episode (Client A)
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Select the desired value(s) in the 'Evidence-Based Practices' field.
  8. Click [Sign Note].
  9. Validate the Sign Note' dialog is displayed.
  10. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  11. Validate a message is displayed stating: Note Signed Successfully.
  12. Log into myAvatar as "User A".
  13. Navigate to the "My To Do's" widget.
  14. Validate a To-Do is displayed for the note sent via Bells Notes for "Client A".
  15. Click [Approve Document].
  16. Validate the progress note data is displayed, including the value(s) selected in the 'Evidence-Based Practices' field.
  17. Click [Accept].
  18. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  19. Validate the To-Do is no longer displayed.
  20. Select "Client A" and navigate to the 'Progress Notes' widget.
  21. Validate the progress note filed from Bells Notes is displayed.
  22. Validate the progress note data is displayed, including the value(s) selected in the 'Evidence-Based Practices' field.
Scenario 3: Bells Notes Integration - Inpatient Progress Notes - Validate sending 'Evidence-Based Practices'
Specific Setup:
  • myAvatar must be configured to integrate with Bells Notes. Please note: this must be done by a Netsmart Associate.
  • The 'Inpatient Progress Notes' form must have Document Routing enabled.
  • The 'Enable Evidence Based Practice Fields' registry setting must be set to "Y".
  • Must have a note type in Bells for the 'Inpatient Progress Notes' form with the 'Evidence-Based Practices' field available (Note Type A).
  • A user is defined with the following (User A):
  • Access to Bells Notes
  • Associated practitioner
  • Does not require a supervisor's approval for document routing
  • Access to the 'My To Do's' and 'Progress Notes' widgets on the HomeView.
  • A client is enrolled in an existing inpatient episode (Client A).
Steps
  1. Log into Bells Notes with existing login credentials for "User A".
  2. Search for "Client A".
  3. Click [Start Note] and verify the existence of the 'Session Information' window.
  4. Fill out all required fields and select "Note Type A".
  5. Verify the existence of "Client A" in the client header when note is started.
  6. Fill out all required fields.
  7. Select the desired value(s) in the 'Evidence-Based Practices' field.
  8. Click [Sign Note].
  9. Validate the Sign Note' dialog is displayed.
  10. Enter the pin for "User A" in the 'Pin' field and click [Sign].
  11. Validate a message is displayed stating: Note Signed Successfully.
  12. Log into myAvatar as "User A".
  13. Navigate to the "My To Do's" widget.
  14. Validate a 'To-Do' is displayed for the note sent via Bells Notes for "Client A".
  15. Click [Approve Document].
  16. Validate the progress note data is displayed, including the value(s) selected in the 'Evidence-Based Practices' field.
  17. Click [Accept].
  18. Enter the password for "User A" in the 'Verify Password' field and click [OK].
  19. Validate the To-Do is no longer displayed.
  20. Select "Client A" and navigate to the 'Progress Notes' widget.
  21. Validate the progress note filed from Bells Notes is displayed.
  22. Validate the progress note data is displayed, including the value(s) selected in the 'Evidence-Based Practices' field.
Topics
• Bells Notes • CareFabric • Progress Notes
AV-92691 Summary | Details
'Progress Notes (Group and Individual)' - Form Return dialog
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Client Ledger
  • Progress Notes (Group and Individual)
  • Document Routing Setup (PM)
Scenario 1: Scheduling Calendar - Launch 'Progress Notes (Group and Individual)' for an appointment
Specific Setup:
  • A client is enrolled in an existing episode and has an appointment scheduled (Client A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • The logged in user must have "Progress Notes (Group and Individual)" selected as a form to access from the 'Scheduling Calendar' in the 'User Definition' form.
Steps
  1. Access the 'Scheduling Calendar' form.
  2. Validate the 'Appointment Grid' table contains an appointment for "Client A".
  3. Right click on the appointment for "Client A".
  4. Click [Progress Notes (Group and Individual)].
  5. Validate the 'Progress Notes (Group and Individual)' window is displayed.
  6. Validate the 'Select Client' field contains "Client A".
  7. Validate the 'Select Episode' field contains "Episode 1".
  8. Validate the 'Progress Note For' field contains "Existing Appointment".
  9. Select any value in the 'Note Type' field.
  10. Enter any value in the 'Notes Field' field.
  11. Select "Final" in the 'Draft/Final' field.
  12. Click [File Note].
  13. Validate a "Progress Notes" message is displayed stating: Note Filed.
  14. Click [OK].
  15. Validate the 'Scheduling Calendar' is displayed.
  16. Click [Dismiss].
  17. Select "Client A" and access the 'Progress Notes' widget.
  18. Validate the note filed in the previous steps is displayed.
Scenario 2: 'Progress Notes (Group and Individual)' - New Service note
Specific Setup:
  • A client must be defined (Client A).
  • The 'Progress Notes' widget must be accessible on the HomeView.
  • Set the 'Default Staff Associated With Current Login User' option is "N" in 'Registry Setting'.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select "New Service" in the 'Progress Note For' field.
  4. Select any value in the 'Note Type' field.
  5. Enter any value in the 'Notes Field' field.
  6. Enter the current date in the 'Date Of Service' field.
  7. Enter any service code in the 'Service Charge Code' field.
  8. Enter any value in the 'Service Duration' field.
  9. Select "Final" in the 'Draft/Final' field.
  10. Click [File Note].
  11. Validate a message is displayed stating: Note Filed. Do you want to return to the Progress Notes form?
  12. Click [No] and the form closes.
  13. Select "Client A" and navigate to the 'Progress Notes' widget.
  14. Validate the note filed in the previous steps is displayed.
Scenario 3: Progress Notes (Group and Individual) - Add a progress note via the Client Chart
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
  • The 'Progress Notes (Group and Individual)' form must be accessible from the Chart View.
Steps
  1. Double click on "Client A" in the 'My Clients' widget.
  2. Verify the 'Chart View' for "Client A" is displayed.
  3. Select 'Progress Notes (Group & Individual)' on the left-hand side.
  4. Validate any previously filed notes are displayed for "Client A".
  5. Click [Add].
  6. Validate the 'Progress Notes (Group and Individual)' form is displayed.
  7. Populate all required and desired fields.
  8. Select "Draft" in the 'Draft/Final' field.
  9. Click [File Note].
  10. Validate a message is displayed stating: Note Filed.
  11. Click [OK].
  12. Validate the 'Chart View' is displayed.
  13. Refresh the chart.
  14. Validate the note filed in the previous steps is displayed.
  15. Close the chart.
Scenario 4: Progress Notes (Group and Individual) - Launch a draft progress note via To Do
Specific Setup:
  • A client is enrolled in an existing episode (Client A).
  • The 'Send Draft To-Do to Submitting User' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form.
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 "Independent Note" in the 'Progress Note For' field.
  5. Enter the desired value in the 'Notes Field'.
  6. Select the desired value in the 'Note Type' field.
  7. Select "Draft" in the 'Draft/Final' field.
  8. Click [File Note].
  9. Validate a message is displayed stating: Note Filed. Do you want to return to the Progress Notes form?
  10. Click [No].
  11. Validate the form closes successfully.
  12. Navigate to the 'My To Do's' widget.
  13. Validate there is a 'Review To Do Item' for "Client A".
  14. Click on the link to [Progress Notes (Group and Individual)].
  15. Validate the 'Progress Notes (Group and Individual)' form is displayed with the previously filed draft note details.
  16. Select "Final" in the 'Draft/Final' field.
  17. Click [File Note].
  18. Validate a message is displayed stating: Note Filed.
  19. Click [OK].
  20. Validate the 'Progress Notes (Group and Individual)' form is closed and the user is brought back to the 'My To Do's' widget.
  21. Select "Client A" and access the 'Progress Notes' widget.
  22. Validate the finalized progress note filed in the previous steps is displayed.
Topics
• Chart View • Progress Notes • Scheduling Calendar