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Avatar CWS 2024 Monthly Release 2024.01.01 Acceptance Tests

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Update 2 Summary | Details
"Client Problem List" product custom logic
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Site Specific Section Modeling (CWS)
  • Problem List
  • System Code Definition
Scenario 1: Progress Notes (Group and Individual) - Validate 'Client Problem List' product custom logic
Specific Setup:
  • Must have a 'SS Note Multiple Response Dictionary' field added to the 'Progress Notes (Group and Individual)' form with "Client Problem List" selected in the 'Product Custom Logic' field in 'Site Specific Section Modeling'. This field will be referred to as the 'Client Problem List' field.
  • Document routing is enabled on the 'Progress Notes (Group and Individual)' form.
  • A client is enrolled in an existing episode (Client A).
  • The 'Progress Notes' widget is accessible on the HomeView.
Steps
  1. Select "Client A" and access the 'Problem List' form.
  2. Click [View/Enter Problems].
  3. Validate the 'Problem List' grid is displayed.
  4. Click [New Row].
  5. Add a new problem. This will be referred to as "Problem A".
  6. Select the desired value in the 'Problem Classification' field.
  7. Select the desired value in the 'Type' field.
  8. Select "Active" in the 'Status' field.
  9. Populate any other required and desired fields.
  10. Click [New Row].
  11. Add another new problem. This will be referred to as "Problem B".
  12. Select "Specify Other" in the 'Problem' field.
  13. Enter the desired value in the 'Other' field.
  14. Select the desired value in the 'Problem Classification' field.
  15. Select the desired value in the 'Type' field.
  16. Select "Active" in the 'Status' field.
  17. Populate any other required and desired fields.
  18. Click [Save], [Yes] and [Submit].
  19. Access the 'Progress Notes (Group and Individual)' form.
  20. Select "Client A" in the 'Select Client' field.
  21. Select the desired episode in the 'Select Episode' field.
  22. Select "Independent Note" in the 'Progress Note For' field.
  23. Select the desired value in the 'Note Type' field.
  24. Enter the desired value in the 'Notes Field'.
  25. Populate any other desired fields.
  26. Validate the 'Client Problem List' field is displayed and contains:
  27. "Problem A" with a problem description that matches the 'Problem List'
  28. "Problem B" as "Specify Other".
  29. Select "Problem A" and "Problem B" in the 'Client Problem List' field.
  30. Select "Final" in the 'Draft/Final' field.
  31. Click [File Note].
  32. Validate a document routing image is displayed with the note details.
  33. Validate "Problem A" is displayed and the problem description matches the 'Problem List'.
  34. Validate "Problem B" is displayed as "Other".
  35. Click [Accept].
  36. Enter the password for the logged in user and click [OK].
  37. Validate a message is displayed stating: Note Filed. Do you want to return to Progress Notes form?
  38. Click [No].
  39. Select "Client A" and access the 'Progress Notes' widget.
  40. Validate the note filed in the previous steps is displayed.
  41. Validate "Problem A" is displayed and the problem description matches the 'Problem List'.
  42. Validate "Problem B" is displayed as "Specify Other".
  43. Select "Client A" and access the 'Client Chart'.
  44. Select the 'Progress Notes (Group and Individual)' form from the left-hand side.
  45. Validate the note filed in the previous steps is displayed.
  46. Validate "Problem A" is displayed and the problem description matches the 'Problem List'.
  47. Validate "Problem B" is displayed as "Specify Other".
  48. Close the chart.
  49. Access the 'Clinical Document Viewer' form.
  50. Select "Client" in the 'Select Type' field.
  51. Select "Individual" in the 'Select All or Individual Client' field.
  52. Select "Client A" in the 'Select Client' field.
  53. Select "All" in the 'Episode' field.
  54. Click [Process].
  55. Validate the document filed in the previous steps is displayed and select it for viewing.
  56. Validate the progress note details are displayed as expected.
  57. Validate "Problem A" is displayed and the problem description matches the 'Problem List'.
  58. Validate "Problem B" is displayed as "Other".
  59. Click [Close All Documents], [Search], and [Close].
Scenario 2: Progress Notes - validate Problem Classification sub-system code restrictions for "Client Problem List" PCL
Specific Setup:
  • A client (Client A) is admitted into a program (Program A).
  • Two sub-system codes are defined in the 'System Code Definition' form:
  • "System Code A" and "System Code B" have "Program A" selected in 'Associated Programs'.
  • Two problem classifications are defined for the '(16250) Problem Classification' CWS dictionary:
  • "Classification A" has both the root system code being used & "System Code A" selected in the 'Restricted Sub-system Codes' extended dictionary.
  • "Classification B" has both the root system code being used & "System Code B" selected in the 'Restricted Sub-system Codes' extended dictionary.
  • Must have a 'SS Note Multiple Response Dictionary' field added to the 'Progress Notes (Group and Individual)' form with "Client Problem List" selected in the 'Product Custom Logic' field in 'Site Specific Section Modeling'. This field will be referred to as the 'Client Problem List' field.
Steps
  1. Select "Client A" and access the 'Problem List' form.
  2. Click [View/Enter Problems].
  3. Validate the 'Problem List' grid is displayed.
  4. Click [New Row].
  5. Add a new problem. This will be referred to as "Problem A".
  6. Select "Classification A" in the 'Problem Classification' field.
  7. Select "Primary" in the 'Type' field.
  8. Select "Active" in the 'Status' field.
  9. Click [New Row].
  10. Add a new problem. This will be referred to as "Problem B".
  11. Select "Classification B" in the 'Problem Classification' field.
  12. Select "Primary" in the 'Type' field.
  13. Select "Active" in the 'Status' field.
  14. Click [Save], [Yes] and [Submit].
  15. Access the 'Progress Notes (Group and Individual)' form.
  16. Select "Client A" in the 'Select Client' field.
  17. Select the desired episode in the 'Select Episode' field.
  18. Validate the 'Client Problem List' field is displayed and contains "Problem A" and "Problem B".
  19. Validate the problem descriptions match the 'Problem List'.
  20. Close the form.
  21. Log out.
  22. Login using "System Code A".
  23. Access the 'Progress Notes (Group and Individual)' form.
  24. Select "Client A" in the 'Select Client' field.
  25. Select the desired episode in the 'Select Episode' field.
  26. Validate the 'Client Problem List' field is displayed and only contains "Problem A".
  27. Validate the problem descriptions match the 'Problem List'.
  28. Close the form.
  29. Log out.
  30. Login using "System Code B".
  31. Access the 'Progress Notes (Group and Individual)' form.
  32. Select "Client A" in the 'Select Client' field.
  33. Select the desired episode in the 'Select Episode' field.
  34. Validate the 'Client Problem List' field is displayed and only contains "Problem B".
  35. Validate the problem descriptions match the 'Problem List'.
  36. Close the form.
Topics
• Progress Notes • Problem List
Update 5 Summary | Details
The 'Limit Scratch Notes to Current Login User' registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (CWS)
  • SoapUI - ProgressNotes.Group.Request - GetGroupNoteItem
  • SoapUI - ProgressNotes.Group.Request - GetGroupNoteItemResponse - GetGroupNoteItemResult
Scenario 1: Validate the 'Limit Scratch Notes to Current Login User' registry setting, when set to "Y"
Specific Setup:
  • Four users are defined with associated practitioners:
  • User A - Practitioner A
  • User B - Practitioner B
  • User C - Practitioner C
  • User D - Practitioner D
  • The 'Co-Practitioner' and 'Co-Practitioner 2' fields must be available on the 'Progress Notes (Group and Individual)' form. This can be done via 'Site Specific Section Modeling'.
  • A group (Group A) must be defined with two clients (Client A & Client B).
Steps
  1. Log in as "User A".
  2. Access the 'Registry Settings' form.
  3. Enter "Limit Scratch Notes to Current Login User" in the 'Limit Registry Settings to the Following Search Criteria' field.
  4. Click [View Registry Settings].
  5. Select the registry setting for the 'Progress Notes (Group and Individual)' form and click [OK].
  6. Validate the 'Registry Setting Details' field contains: If 'Y' is selected the 'Select Note to Edit' list will be limited to Notes where the current logged in user is listed as a practitioner or co-practitioner. An exception is made when launching the 'Progress Notes (Group and Individual)' form from the To-Do list. If 'N' is selected, all of the Scratch Notes that match the 'Group Name or Number' and 'Note Date' will be listed.
  7. Enter "Y" in the 'Registry Setting Value' field.
  8. Click [Submit] and close the form.
  9. Access the 'Progress Notes (Group and Individual)' form.
  10. Select the "Group Default Notes" section.
  11. Enter the current date in the 'Date of Group' field.
  12. Select "Practitioner A" in the 'Practitioner' field.
  13. Select "New Service" in the 'Progress Notes For' field.
  14. Select "Group A" in the 'Group Name or Number' field.
  15. Select the desired value in the 'Note Type' field.
  16. Enter the desired value in the 'Note' field.
  17. Select any group service code in the 'Service Charge Code' field.
  18. Select the desired value in the 'Service Program' field.
  19. Select the desired value in the 'Location' field.
  20. Select "Practitioner B" in the 'Co-Practitioner' field.
  21. Select "Practitioner C" in the 'Co-Practitioner 2' field.
  22. Populate any other desired fields.
  23. Click [File Note].
  24. Validate a message is displayed stating: Progress Notes are filed.
  25. Select the "Individual Progress Notes" section.
  26. Select "Group A" in the 'Group Name or Number' field.
  27. Enter the current date in the 'Note Date' field.
  28. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  29. Close the form.
  30. Log out.
  31. Log in as "User B".
  32. Access the 'Progress Notes (Group and Individual)' form.
  33. Select "Group A" in the 'Group Name or Number' field.
  34. Enter the current date in the 'Note Date' field.
  35. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  36. Close the form.
  37. Log out.
  38. Log in as "User C".
  39. Access the 'Progress Notes (Group and Individual)' form.
  40. Select "Group A" in the 'Group Name or Number' field.
  41. Enter the current date in the 'Note Date' field.
  42. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  43. Close the form.
  44. Log out.
  45. Log in as "User D".
  46. Access the 'Progress Notes (Group and Individual)' form.
  47. Select "Group A" in the 'Group Name or Number' field.
  48. Enter the current date in the 'Note Date' field.
  49. Validate a message is displayed stating: Group notes do not exist for the selected group and date and logged in user.
  50. Click [OK] and close the form.
  51. Close the form.
  52. Log out.
  53. Log in as "User A".
  54. Access the 'Progress Notes (Group and Individual)' form.
  55. Select "Group A" in the 'Group Name or Number' field.
  56. Enter the current date in the 'Note Date' field.
  57. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  58. Select the note for "Client A".
  59. Validate all fields populate based off the values entered in the group note.
  60. Individualize the note as desired and file the note.
  61. Repeat for "Client B".
  62. Close the form.
Scenario 2: Validate the 'Limit Scratch Notes to Current Login User' registry setting, when set to "N"
Specific Setup:
  • Four users are defined with associated practitioners:
  • User A - Practitioner A
  • User B - Practitioner B
  • User C - Practitioner C
  • User D - Practitioner D
  • The 'Co-Practitioner' and 'Co-Practitioner 2' fields must be available on the 'Progress Notes (Group and Individual)' form. This can be done via 'Site Specific Section Modeling'.
  • A group (Group A) must be defined with two clients (Client A & Client B).
Steps
  1. Log in as "User A".
  2. Access the 'Registry Settings' form.
  3. Enter "Limit Scratch Notes to Current Login User" in the 'Limit Registry Settings to the Following Search Criteria' field.
  4. Click [View Registry Settings].
  5. Select the registry setting for the 'Progress Notes (Group and Individual)' form and click [OK].
  6. Validate the 'Registry Setting Details' field contains: If 'Y' is selected the 'Select Note to Edit' list will be limited to Notes where the current logged in user is listed as a practitioner or co-practitioner. An exception is made when launching the 'Progress Notes (Group and Individual)' form from the To-Do list. If 'N' is selected, all of the Scratch Notes that match the 'Group Name or Number' and 'Note Date' will be listed.
  7. Enter "N" in the 'Registry Setting Value' field.
  8. Click [Submit] and close the form.
  9. Access the 'Progress Notes (Group and Individual)' form.
  10. Select the "Group Default Notes" section.
  11. Enter the current date in the 'Date of Group' field.
  12. Select "Practitioner A" in the 'Practitioner' field.
  13. Select "New Service" in the 'Progress Notes For' field.
  14. Select "Group A" in the 'Group Name or Number' field.
  15. Select the desired value in the 'Note Type' field.
  16. Enter the desired value in the 'Note' field.
  17. Select any group service code in the 'Service Charge Code' field.
  18. Select the desired value in the 'Service Program' field.
  19. Select the desired value in the 'Location' field.
  20. Select "Practitioner B" in the 'Co-Practitioner' field.
  21. Select "Practitioner C" in the 'Co-Practitioner 2' field.
  22. Populate any other desired fields.
  23. Click [File Note].
  24. Validate a message is displayed stating: Progress Notes are filed.
  25. Select the "Individual Progress Notes" section.
  26. Select "Group A" in the 'Group Name or Number' field.
  27. Enter the current date in the 'Note Date' field.
  28. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  29. Close the form.
  30. Log out.
  31. Log in as "User B".
  32. Access the 'Progress Notes (Group and Individual)' form.
  33. Select "Group A" in the 'Group Name or Number' field.
  34. Enter the current date in the 'Note Date' field.
  35. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  36. Close the form.
  37. Log out.
  38. Log in as "User C".
  39. Access the 'Progress Notes (Group and Individual)' form.
  40. Select "Group A" in the 'Group Name or Number' field.
  41. Enter the current date in the 'Note Date' field.
  42. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  43. Close the form.
  44. Log out.
  45. Log in as "User D".
  46. Access the 'Progress Notes (Group and Individual)' form.
  47. Select "Group A" in the 'Group Name or Number' field.
  48. Enter the current date in the 'Note Date' field.
  49. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B" since the registry setting is disabled.
  50. Click [OK] and close the form.
  51. Close the form.
  52. Log out.
  53. Log in as "User A".
  54. Access the 'Progress Notes (Group and Individual)' form.
  55. Select "Group A" in the 'Group Name or Number' field.
  56. Enter the current date in the 'Note Date' field.
  57. Validate the 'Select Note To Edit' field contains the scratch notes for "Client A" and "Client B".
  58. Select the note for "Client A".
  59. Validate all fields populate based off the values entered in the group note.
  60. Individualize the note as desired and file the note.
  61. Repeat for "Client B".
  62. Close the form.
Scenario 3: 'WEBSVC.ProgressNotes.Group.Request' - 'GetGroupNoteItems' web service - Validate the 'Limit Scratch Notes to Current Login User' registry setting when set to "Y"
Specific Setup:
  • The 'Limit Scratch Notes to Current Login User' registry setting is set to "Y" for the 'Progress Notes (Group and Individual)' form.
  • The 'Co-Practitioner' and 'Co-Practitioner 2' fields must be available on the 'Progress Notes (Group and Individual)' form. This can be done via 'Site Specific Section Modeling'.
  • A group (Group A) must be defined with two clients (Client A & Client B).
  • A user (User A) is defined with an associated practitioner (Practitioner A).
  • "Group A" must have multiple group default notes on file for the current date. Some with "Practitioner A" as either 'Practitioner' or 'Co-Practitioner' and some without "Practitioner A".
Steps
  1. Access SOAPUI for the 'ProgressNotes.Group.Request' - 'GetGroupNoteItems' web service.
  2. Enter the system code that will be used to log on in the 'SystemCode' field.
  3. Enter "User A" in the 'UserName' field.
  4. Enter the password for the user logging on in the 'Password' field.
  5. Enter "Group A" in the 'GroupID' field.
  6. Enter the current date in the 'NoteDate' field.
  7. Click [Run].
  8. Validate the 'Response' field contains notes where "Practitioner A" is either the 'Practitioner' or 'Co-Practitioner'.
Scenario 4: 'WEBSVC.ProgressNotes.Group.Request' - 'GetGroupNoteItems' web service - Validate the 'Limit Scratch Notes to Current Login User' registry setting when set to "N"
Specific Setup:
  • The 'Limit Scratch Notes to Current Login User' registry setting is set to "N" for the 'Progress Notes (Group and Individual)' form.
  • The 'Co-Practitioner' and 'Co-Practitioner 2' fields must be available on the 'Progress Notes (Group and Individual)' form. This can be done via 'Site Specific Section Modeling'.
  • A group (Group A) must be defined with two clients (Client A & Client B).
  • A user (User A) is defined with an associated practitioner (Practitioner A).
  • "Group A" must have multiple group default notes on file for the current date. Some with "Practitioner A" as either 'Practitioner' or 'Co-Practitioner' and some without "Practitioner A".
Steps
  1. Access SOAPUI for the 'ProgressNotes.Group.Request' - 'GetGroupNoteItems' web service.
  2. Enter the system code that will be used to log on in the 'SystemCode' field.
  3. Enter "User A" in the 'UserName' field.
  4. Enter the password for the user logging on in the 'Password' field.
  5. Enter "Group A" in the 'GroupID' field.
  6. Enter the current date in the 'NoteDate' field.
  7. Click [Run].
  8. Validate the 'Response' field contains all group notes for "Group A" on the current date, regardless of practitioner.
Topics
• Registry Settings • Group Progress Notes • Progress Notes • Web Services
Update 6 Summary | Details
Observer NX - future functionality
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Manage Nursing Caseload
  • Nursing Caseload Assignment
  • ProgressNote Approval
  • Client Observation
  • Discharge
  • Order Entry Console
  • Orders This Episode
Scenario 1: Observer NX - Filing a late observation
Steps

Internal Testing Only.

Scenario 2: Validate the 'Enable Observation Copy Forward Action' registry setting
Steps

Internal Testing Only.

Scenario 3: Observer NX - Validate voiding an Observation
Steps

Internal Testing Only.

Scenario 4: Observer NX - Validate the order number in payload when filing an observation
Steps

Internal Testing Only.

Scenario 5: Observer NX - Validate transfers in the "Observer.caseload_audit" table
Steps

Internal Testing Only.
Topics
• Observer NX • NX Only • Order Entry Console
Update 10 Summary | Details
Treatment Plan - Search Filter
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Treatment Plan
  • Treatment Plan Definition
  • Dynamic Form Library Definition
  • Dynamic Form Treatment Plan Setup
Scenario 1: Treatment Plan - Validate the 'Apply Search Results By' filter
Specific Setup:
  • Please note: this is for Avatar NX only.
  • A client is enrolled in an existing episode (Client A).
  • Must have Treatment Plan libraries configured with problems, goals, objectives, and interventions.
  • Document routing is enabled on the 'Treatment Plan' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Validate the Treatment Plan libraries are listed on the left-hand side.
  7. Validate the 'Apply Search Results By' field is displayed and contains the following values:
  8. Search All - this will be the existing search functionality that performs a search on all library items
  9. Problem - this will return applicable problems and their child elements
  10. Goal - this will return applicable goals and their child elements
  11. Objective - this will return applicable objectives and their child elements
  12. Intervention - this will return applicable interventions
  13. Select "Search All" in the 'Apply Search Results By' field.
  14. Enter the desired value in the 'Search' field.
  15. Validate all applicable treatment plan library items are returned as expected.
  16. Remove the value from the 'Search' field.
  17. Select "Problem" in the 'Apply Search Results By' field.
  18. Enter the desired value in the 'Search' field.
  19. Validate all applicable problems are returned as expected.
  20. Validate applicable child items for the problems display in a collapsed state, but can be expanded.
  21. Drag the desired problem to the 'Treatment Plan' field.
  22. Enter the desired value in the 'Problem Code' field.
  23. Select the desired value in the 'Status (Problem List)' field.
  24. Select the desired value in the 'Status' field.
  25. Remove the value from the 'Search' field.
  26. Select "Goal" in the 'Apply Search Results By' field.
  27. Enter the desired value in the 'Search' field.
  28. Validate all applicable goals are returned as expected.
  29. Validate applicable child items for the goals display in a collapsed state, but can be expanded.
  30. Drag the desired goal to the 'Treatment Plan' field.
  31. Select the desired value in the 'Status' field.
  32. Remove the value from the 'Search' field.
  33. Select "Objective" in the 'Apply Search Results By' field.
  34. Enter the desired value in the 'Search' field.
  35. Validate all applicable objectives are returned as expected.
  36. Validate applicable child items for the objectives display in a collapsed state, but can be expanded.
  37. Drag the desired objective to the 'Treatment Plan' field.
  38. Select the desired value in the 'Status' field.
  39. Remove the value from the 'Search' field.
  40. Select "Intervention" in the 'Apply Search Results By' field.
  41. Enter the desired value in the 'Search' field.
  42. Validate all applicable interventions are returned as expected.
  43. Drag the desired intervention to the 'Treatment Plan' field.
  44. Select the desired value in the 'Status' field.
  45. Click [Return to Plan] and [OK].
  46. Select "Final" in the 'Treatment Plan Status' field.
  47. Click [Submit].
  48. Validate a 'Confirm Document' dialog is displayed with the treatment plan data.
  49. Validate the problem, goal, objective, and intervention added in the previous steps are displayed.
  50. Click [Accept].
  51. Enter the password for the logged in user and click [Verify].
  52. Verify successful submission.
Scenario 2: Treatment Plan Copy - Validate the 'Apply Search Results By' filter
Specific Setup:
  • Please note: this is for Avatar NX only.
  • A client is enrolled in an existing episode (Client A).
  • A copy of the 'Treatment Plan' form must be defined (Treatment Plan Copy).
  • Must have Treatment Plan libraries configured with problems, goals, objectives, and interventions.
  • Document routing is enabled on the 'Treatment Plan Copy' form.
Steps
  1. Select "Client A" and access the 'Treatment Plan Copy' form.
  2. Enter the desired date in the 'Plan Date' field.
  3. Select the desired value in the 'Plan Type' field.
  4. Select "Draft" in the 'Treatment Plan Status' field.
  5. Click [Launch Plan].
  6. Validate the Treatment Plan libraries are listed on the left-hand side.
  7. Validate the 'Apply Search Results By' field is displayed and contains the following values:
  8. Search All - this will be the existing search functionality that performs a search on all library items
  9. Problem - this will return applicable problems and their child elements
  10. Goal - this will return applicable goals and their child elements
  11. Objective - this will return applicable objectives and their child elements
  12. Intervention - this will return applicable interventions
  13. Select "Search All" in the 'Apply Search Results By' field.
  14. Enter the desired value in the 'Search' field.
  15. Validate all applicable treatment plan library items are returned as expected.
  16. Remove the value from the 'Search' field.
  17. Select "Problem" in the 'Apply Search Results By' field.
  18. Enter the desired value in the 'Search' field.
  19. Validate all applicable problems are returned as expected.
  20. Validate applicable child items for the problems display in a collapsed state, but can be expanded.
  21. Drag the desired problem to the 'Treatment Plan' field.
  22. Enter the desired value in the 'Problem Code' field.
  23. Select the desired value in the 'Status (Problem List)' field.
  24. Select the desired value in the 'Status' field.
  25. Remove the value from the 'Search' field.
  26. Select "Goal" in the 'Apply Search Results By' field.
  27. Enter the desired value in the 'Search' field.
  28. Validate all applicable goals are returned as expected.
  29. Validate applicable child items for the goals display in a collapsed state, but can be expanded.
  30. Drag the desired goal to the 'Treatment Plan' field.
  31. Select the desired value in the 'Status' field.
  32. Remove the value from the 'Search' field.
  33. Select "Objective" in the 'Apply Search Results By' field.
  34. Enter the desired value in the 'Search' field.
  35. Validate all applicable objectives are returned as expected.
  36. Validate applicable child items for the objectives display in a collapsed state, but can be expanded.
  37. Drag the desired objective to the 'Treatment Plan' field.
  38. Select the desired value in the 'Status' field.
  39. Remove the value from the 'Search' field.
  40. Select "Intervention" in the 'Apply Search Results By' field.
  41. Enter the desired value in the 'Search' field.
  42. Validate all applicable interventions are returned as expected.
  43. Drag the desired intervention to the 'Treatment Plan' field.
  44. Select the desired value in the 'Status' field.
  45. Click [Return to Plan] and [OK].
  46. Select "Final" in the 'Treatment Plan Status' field.
  47. Click [Submit].
  48. Validate a 'Confirm Document' dialog is displayed with the treatment plan data.
  49. Validate the problem, goal, objective, and intervention added in the previous steps are displayed.
  50. Click [Accept].
  51. Enter the password for the logged in user and click [Verify].
  52. Verify successful submission.
Topics
• Treatment Plan • NX
Update 17 Summary | Details
Progress Notes
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • Client Ledger
  • Document Routing Setup (PM)
Scenario 1: Progress Notes (Group and Individual) - Group Default Notes - file an existing appointment group note
Specific Setup:
  • Registry Settings:
  • The 'Attach Selected Appointment To Notes On Draft' registry setting is set to either "1" or "2".
  • The 'Post Appointment When the Note Is Submitted' registry setting is set to "Y".
  • Group Registration:
  • A group must exist (Group A) with two clients (Client A & Client B).
  • Add 'Group Assignment Start Date' and 'Group Assignment End Date' for Client A.
  • Add 'Group Assignment Start Date' for Client B.
  • A group appointment must be scheduled for "Group A" for the current date.
  • Document routing is enabled on the 'Progress Notes (Group and Individual)' form.
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select the "Group Default Notes" section.
  3. Enter the current date in the 'Date Of Group' field.
  4. Enter the desired practitioner in the 'Practitioner' field.
  5. Select "Existing Appointment" in the 'Progress Note For' field.
  6. Select the existing appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
  7. Select the desired value in the 'Note Type' field.
  8. Enter the desired value in the 'Note' field.
  9. Validate the 'Client Who Attended Group' field contains "Client A" and "Client B".
  10. Click [File Note].
  11. Validate a "Group Default Notes" message is displayed stating: Progress notes are filed.
  12. Click [OK].
  13. Navigate to the "Individual Progress Notes" section.
  14. Select "Group A" in the 'Group Name or Number' field.
  15. Enter the current date in the 'Note Date' field.
  16. Select the note for "Client A" in the 'Select Note To Edit' field.
  17. Select "Final" in the 'Draft/Final' field.
  18. Click [File Note].
  19. Click [Accept] in the document routing dialog.
  20. Enter the password for the logged in user and click [Verify].
  21. Validate a message is displayed stating: Note Filed.
  22. Click [OK].
  23. Validate the 'Select Note To Edit' field contains the note for "Client B".
  24. Select "Final" in the 'Draft/Final' field.
  25. Click [File Note].
  26. Click [Accept] in the document routing dialog.
  27. Enter the password for the logged in user and click [Verify].
  28. Validate a message is displayed stating: Note Filed.
  29. Click [OK] and close the form.
  30. Access the 'Client Ledger' form.
  31. Enter "Client A" in the 'Client ID' field.
  32. Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
  33. Select "Simple" from the 'Ledger Type' field.
  34. Click [Process].
  35. Verify the 'Client Ledger Report' page is displayed and contains the service for the group note filed in the previous steps.
  36. Click [Dismiss].
  37. Repeat steps 2a-2f for "Client B".
  38. Close the form.
Topics
• Progress Notes
Update 26 Summary | Details
The “Hide Columns in Problem List” registry setting
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Registry Settings (CWS)
  • Problem List
  • Treatment Plan
  • Treatment Plan - Problems grid
Scenario 1: Problem List - Validate the 'Hide Columns in Problem List' registry setting
Specific Setup:
  • A client must be enrolled in an existing episode and has one or more problems that have been entered in the 'Problem List' form. (Client A)
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Hide Columns in Problem List" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting Value' field is blank by default.
  5. Validate the 'Registry Setting Details' field contains: Entering a value for this setting hides the specified columns in the 'Problem List' grid on the 'Problem List' and 'Treatment Plan' forms. Valid entries are:
  6. AC - Hide 'Action'
  7. CM - Hide 'Comment'
  8. CR - Hide 'Chronicity'
  9. DC - Hide 'DSM/ICD Code'
  10. DI - Hide 'Date Identified'
  11. DO - Hide 'Date of Onset'
  12. DR - Hide 'Date Resolved'
  13. PI - Hide 'Problem Information'
  14. PP - Hide 'Problem Plan'
  15. SN - Hide 'System Notes'
  16. SV - Hide 'Severity'
  17. TO - Hide 'Time of Onset'
  18. TY - Hide 'Type'
  19. Multiple values may be entered, separated by an '&'. For example, entering 'DO&TO' would hide the 'Date of Onset' and 'Time of Onset' fields. Leaving this setting blank will not hide any of the columns in the Problem List grid.
  20. Enter "TY&DI&DO&TO&SV&CR&DR&AC&CM&DC&SN&PI&PP" in the 'Registry Setting Value' field.
  21. Click [Submit] and close the form.
  22. Select "Client A" and access the 'Problem List' form.
  23. Click [View/Enter Problems].
  24. Validate the existing problems on file are displayed.
  25. Validate the columns hidden via the 'Hide Columns in Problem List' registry setting are not displayed.
  26. Close the form.
  27. Access the 'Registry Settings' form.
  28. Enter "Hide Columns in Problem List" in the 'Limit Registry Settings to the Following Search Criteria' field.
  29. Click [View Registry Settings].
  30. Clear the value in the 'Registry Setting Value' field.
  31. Click [Submit] and close the form.
  32. Select "Client A" and access the 'Problem List' form.
  33. Click [View/Enter Problems].
  34. Validate the existing problems on file are displayed.
  35. Validate all columns are now displayed since the 'Hide Columns in Problem List' registry setting is no longer configured.
  36. Close the form.
Scenario 2: Treatment Plan - Validate the 'Hide Columns in Problem List' registry setting
Specific Setup:
  • A client must be enrolled in an existing episode and has one or more problems that have been entered in the 'Problem List' form. (Client A)
Steps
  1. Access the 'Registry Settings' form.
  2. Enter "Hide Columns in Problem List" in the 'Limit Registry Settings to the Following Search Criteria' field.
  3. Click [View Registry Settings].
  4. Validate the 'Registry Setting Value' field is blank by default.
  5. Validate the 'Registry Setting Details' field contains: Entering a value for this setting hides the specified columns in the 'Problem List' grid on the 'Problem List' and 'Treatment Plan' forms. Valid entries are:
  6. AC - Hide 'Action'
  7. CM - Hide 'Comment'
  8. CR - Hide 'Chronicity'
  9. DC - Hide 'DSM/ICD Code'
  10. DI - Hide 'Date Identified'
  11. DO - Hide 'Date of Onset'
  12. DR - Hide 'Date Resolved'
  13. PI - Hide 'Problem Information'
  14. PP - Hide 'Problem Plan'
  15. SN - Hide 'System Notes'
  16. SV - Hide 'Severity'
  17. TO - Hide 'Time of Onset'
  18. TY - Hide 'Type'
  19. Multiple values may be entered, separated by an '&'. For example, entering 'DO&TO' would hide the 'Date of Onset' and 'Time of Onset' fields. Leaving this setting blank will not hide any of the columns in the Problem List grid.
  20. Enter "TY&DI&DO&TO&SV&CR&DR&AC&CM&DC&SN&PI&PP" in the 'Registry Setting Value' field.
  21. Click [Submit] and close the form.
  22. Select "Client A" and access the 'Treatment Plan' form.
  23. Navigate to the 'Problems' grid.
  24. Validate the existing problems on file are displayed.
  25. Validate the columns hidden via the 'Hide Columns in Problem List' registry setting are not displayed.
  26. Close the form.
  27. Access the 'Registry Settings' form.
  28. Enter "Hide Columns in Problem List" in the 'Limit Registry Settings to the Following Search Criteria' field.
  29. Click [View Registry Settings].
  30. Clear the value in the 'Registry Setting Value' field.
  31. Click [Submit] and close the form.
  32. Select "Client A" and access the 'Treatment Plan' form.
  33. Navigate to the 'Problems' grid.
  34. Validate the existing problems on file are displayed.
  35. Validate all columns are now displayed since the 'Hide Columns in Problem List' registry setting is no longer configured.
  36. Close the form.
Topics
• Registry Settings • Problem List • Treatment Plan
Update 27 Summary | Details
CWS - Progress Notes - Prolonged Duration
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • ProgressNote Approval
  • Client Ledger
  • Ambulatory Progress Notes
Scenario 1: Cal-PM - CWS - Progress Notes (Group and Individual) - Prolonged Duration
Specific Setup:
  • Registry Settings:
  • The 'Enable Multiple Add-On Code Per Primary' registry setting is set to 'Y'.
  • The 'Enable Prolonged Duration Add-On Service Generation' is set to 'Y'.
  • 'N' disables the functionality.
  • 'Y' enables the functionality and adds the 'Prolonged Duration Configuration' field to the service code form. It also allows users to manually select/submit add-on services in all the progress note forms.
  • 'YR' enables the functionality and adds the 'Prolonged Duration Configuration' field to the service code form. It prevents users from manually selecting/submitting add-on services in all the progress note forms. The add-on service(s) are created automatically based on the values in the 'Prolonged Duration Configuration' grid.
  • Dictionary Update:
  • File= 'Other Tabled File,
  • Data Element -291, Service Code Type'
  • Dictionary Code = 1
  • Dictionary Value = Evaluation Therapy
  • Extended dictionary 'Allow Multiple Add-On Code' = Yes
  • An existing add-on service code is identified with the following values, or a new add-on code is created with the following values:
  • Service Code Category = Primary Add-On Code
  • Service Code Type = Evaluation Therapy
  • Minutes per unit = 15
  • Unit Rounding Logic = Round Over 1/2 Unit
  • Designated Degree Of Rounding = Whole Unit
  • Type of Service = Individual
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • An existing add-on service code is identified with the following values, or a new add-on code is created with the following values:
  • Service Code Category = Add-On Code
  • Service Code Type = Evaluation Therapy
  • Minutes per unit = 15
  • Unit Rounding Logic = Round Over 1/2 Unit
  • Designated Degree Of Rounding = Whole Unit
  • Type of Service = Individual
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • An existing service code is identified with the following values, or a new add-on code is created with the following values:
  • Primary Service = desired service code
  • Service Code Category = Primary Code
  • Service Code Type = Evaluation Therapy
  • Select Add-On Service Code =Primary add-on and an add-on code defined above are selected.
  • Minutes per unit = 15
  • Unit Rounding Logic = Round Over 1/2 Unit
  • Designated Degree Of Rounding = Whole Unit
  • Type of Service = Individual
  • Enable Prolonged Duration Add-On Service Generation = Yes
  • Prolonged Duration Configuration Grid View:
  • Practitioner Category Column - desired practitioner category defined in each grid row. Note the practitioner category.
  • Location - desired location is defined in each grid row. Note the location.
  • Service Code to Use for Prolonged Duration - desired service code
  • Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate = desired duration (In minutes, any integer between 0-1440) defined in each grid row. Note the duration defined.
  • Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate = desired duration (In minutes, any integer between 0-1440) defined in each grid row. Note the duration defined.
  • ·Service Fee/ Cross Reference Maintenance:
  • Primary Service Code - desired duration range is entered and desired fee definition is created.
  • Add-On Service codes = desired duration range is entered and desired fee definition is created.
  • Select an active client for progress note creation. Note client ID and episode number.
  • Select 1-2 active practitioner to be used for progress note with different practitioner category that matches with the 'Practitioner Category' defined in the 'Prolonged Duration Configuration' Grid. Note practitioner ID and category.
  • Select 1-2 active practitioner to be used for progress note with different practitioner category that does not match with the 'Practitioner Category' defined in the 'Prolonged Duration Configuration' Grid. Note practitioner ID and category.
  • Identify 1-2 dictionary codes/values for the 'Location' to be used for the progress note that matches with the 'Location' defined in the 'Prolonged Duration Configuration' Grid. Note practitioner ID and category.
  • Identify 1-2 dictionary codes/values for the 'Location' to be used for the progress note that matches with the 'Location' defined in the 'Prolonged Duration Configuration' Grid. Note practitioner ID and category.
  • Please review: The prolonged service generation logic:
  1. System identifies the practitioner category and location for the primary service because both of these parameters are needed to know which row should be evaluated in the ''Prolonged Duration Configuration' grid. The logic for evaluating if Avatar should automatically generate a prolonged duration add-on service will not occur within the progress note form until all three parameters Practitioner Category, Location and Duration have been entered.
  2. If the duration entered in the 'Service Duration' field exceeds the duration specified for the service code in the 'Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate' column in the 'Prolonged Duration Configuration' grid, Avatar will file the duration amount entered in the 'Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate' column in the 'Prolonged Duration Configuration' grid for the primary service code when the service is created.
  3. If the remaining duration amount above the duration specified for the primary service code in the new 'Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate' column in the 'Prolonged Duration Configuration' grid, s equal to or greater than the amount entered in the 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate' column in the 'Prolonged Duration Configuration' grid, then system automatically creates and 'saves' the add-on service for prolonged duration that is specified for the primary service code in the 'Service Code to Use For Prolonged Duration' field in the 'Service Codes' form. File the remaining duration amount as the duration for the add-on service when created. This entry within the 'Select Multiple Add-On Codes' field will not be editable via the 'Select Add-On Service Entry to Edit/Remove' dropdown option prior to finalizing the progress note. The Prolonged Duration Add-On Service that Avatar generates automatically will be displayed as the first row in the 'Selected Add-On Services' field.
  4. If the value entered for the 'Practitioner', 'Location' or 'Service Duration' field are changed, Avatar will need to rerun the process/logic to evaluate if that updated duration exceeds the duration specified for the service code in the 'Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate Column' column in the Prolonged Duration Configuration grid and update the add-on row that was system generated to now list the appropriate add-on duration amount. Likewise, if the updated duration entered in the 'Service Duration' field does now not exceed the duration specified for the service code in the 'Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate' column in the 'Prolonged Duration Configuration' grid, Avatar will remove the row that was previously saved as a prolonged duration add-on is no longer needed. The same idea will extend to the Practitioner Category, Location, and Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate columns that can be configured in the Prolonged Duration Configuration grid. If the Location or practitioner is changed – that will need to reevaluate the logic configured for that in the Prolonged Duration Configuration grid.
Steps
  1. Open the 'Progress Notes (Group and Individual)' form.
  2. Select desired client from the ‘Select Client’ field by name or ID.
  3. Select desired episode in the 'Select Episode' field.
  4. Select ‘New Service’ in the 'Progress Note For' field.
  5. Enter any value in the 'Note Type' field.
  6. Enter any value in the 'Notes Field' field.
  7. Enter desired date in the 'Date Of Service' field.
  8. Enter the 'Evaluation Management', 'Primary Code' defined in the setup.
  9. Validate the prolonged duration service codes display in the ‘Add On Services’ field to be manually selected and that no 'Add-On Service' was automatically created.
  10. Select the 'Practitioner' whose practitioner category matches with the practitioner category defined in one of the ‘Practitioner Category’ column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form.
  11. Select the 'Location' of the service matches with the location code with the location defined in one of the ‘Location’ column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form.
  12. Enter desired duration in the ‘Service Duration’ that is above the 'Max Duration Primary Service Must Exceed For Prolonged Duration Add-On Service to Generate' and has enough surplus over that so that the remaining duration is greater than or equal to 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate' column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form.
  13. Verify the prolonged duration service code will be automatically created and added to 'Selected Add-On Services' field.
  14. Select ‘Final’ from the 'Draft/Final' field.
  15. Click [File Note].
  16. Validate a Note Filed message is displayed.
  17. Click [OK].
  18. Click [Close Form].
  19. Open the 'Client Ledger' form.
  20. Select desired client, episode and 'Ledger Type' as 'Simple'.
  21. Click [Process].
  22. Verify the primary service and prolonged add-on service created with the correct units for the service and correct service code.
  23. Close the form.
  24. Open the ‘Registry Setting’ form.
  25. Set the 'Enable Prolonged Duration Add-On Service Generation' registry setting to ‘YR’.
  26. Close the form.
  27. Open the 'Progress Notes (Group and Individual)' form.
  28. Select desired client from the ‘Select Client’ field by name or ID.
  29. Select desired episode in the 'Select Episode' field.
  30. Select ‘New Service’ in the 'Progress Note For' field.
  31. Enter any value in the 'Note Type' field.
  32. Enter any value in the 'Notes Field' field.
  33. Enter desired date in the 'Date Of Service' field that falls within the ‘Effective Date’ and Expiration Date’ defined in one of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form. Select desired value in the 'Service Charge Code' field that match.
  34. Enter the 'Evaluation Management', 'Primary Code' defined in the setup.
  35. Verify the prolonged duration service codes does not display in the ‘Add On Services’ field to be manually selected.
  36. Select the 'Practitioner' whose practitioner category that matches with the practitioner category defined in one of the ‘Practitioner Category’ column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form.
  37. Select the 'Location' of the service that matches with the location code with the location defined in one of the ‘Location’ column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form.
  38. Enter desired duration in the ‘Service Duration’ that is above the 'Max Duration Primary Service Must Exceed For Prolonged Duration Add-On Service to Generate' and has enough surplus over that so that the remaining duration is greater than or equal to 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate' column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form.
  39. Verify the prolonged duration service code will be added to 'Selected Add-On Services' field.
  40. Change the ‘Service Duration’ to be above the 'Max Duration Primary Service Must Exceed For Prolonged Duration Add-On Service to Generate' but less than the 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate'.
  41. Verify the prolonged duration service code will be removed from the 'Selected Add-On Services' field.
  42. Enter a duration in the ‘Service Duration’ field again that is above the 'Max Duration Primary Service Must Exceed For Prolonged Duration Add-On Service to Generate' and has enough surplus over that so that the remaining duration is greater than or equal to 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate' of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form.
  43. Verify the prolonged duration service code will be added to 'Selected Add-On Services' field.
  44. Change the 'Service Date', 'Location' and ‘Practitioner’ (category) fields to values that do not match with the values defined for the primary service code in the ‘Prolonged Duration Configuration’ grid in the ‘Service Code’ form.
  45. Verify the prolonged duration service code will be removed from the 'Selected Add-On Services' field.
  46. Change the 'Service Date', 'Location' and ‘Practitioner’ (category) fields to the original values that match with the values defined for the primary service code in the ‘Prolonged Duration Configuration’ grid in the ‘Service Code’ form.
  47. Verify the prolonged duration service code will be added from the 'Selected Add-On Services' field.
  48. Select ‘Final’ from the 'Draft/Final' field.
  49. Click [File Note].
  50. Validate a Note Filed message is displayed.
  51. Click [OK].
  52. Click [Close Form].
  53. Open the 'Client Ledger' form.
  54. Select desired client, episode and 'Ledger Type' as 'Simple'.
  55. Click [Process].
  56. Verify the primary service and prolonged add-on service created with the correct units for the service and correct service code.
  57. Close the form.



Scenario 2: Cal-PM - CWS - Inpatient Progress Notes - Prolonged Duration
Specific Setup:
  • Registry Settings:
  • The 'Enable Multiple Add-On Code Per Primary' registry setting is set to 'Y'.
  • The 'Enable Prolonged Duration Add-On Service Generation' is set to 'Y'.
  • 'N' disables the functionality.
  • 'Y' enables the functionality and adds the 'Prolonged Duration Configuration' field to the service code form. It also allows users to manually select/submit add-on services in all the progress note forms.
  • 'YR' enables the functionality and adds the 'Prolonged Duration Configuration' field to the service code form. It prevents users from manually selecting/submitting add-on services in all the progress note forms. The add-on service(s) are created automatically based on the values in the 'Prolonged Duration Configuration' grid.
  • Dictionary Update:
  • File= 'Other Tabled File,
  • Data Element -291, Service Code Type'
  • Dictionary Code = 1
  • Dictionary Value = Evaluation Therapy
  • Extended dictionary 'Allow Multiple Add-On Code' = Yes
  • An existing add-on service code is identified with the following values or a new add-on code is created with the following values:
  • Service Code Category = Primary Add-On Code
  • Service Code Type = Evaluation Therapy
  • Minutes per unit = 15
  • Unit Rounding Logic = Round Over 1/2 Unit
  • Designated Degree Of Rounding = Whole Unit
  • Type of Service = Individual
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • An existing add-on service code is identified with the following values or a new add-on code is created with the following values:
  • Service Code Category = Add-On Code
  • Service Code Type = Evaluation Therapy
  • Minutes per unit = 15
  • Unit Rounding Logic = Round Over 1/2 Unit
  • Designated Degree Of Rounding = Whole Unit
  • Type of Service = Individual
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • An existing service code is identified with the following values or a new add-on code is created with the following values::
  • Primary Service = desired service code
  • Service Code Category = Primary Code
  • Service Code Type = Evaluation Therapy
  • Select Add-On Service Code =Primary add-on and an add-on code defined above are selected.
  • Minutes per unit = 15
  • Unit Rounding Logic = Round Over 1/2 Unit
  • Designated Degree Of Rounding = Whole Unit
  • Type of Service = Individual
  • Enable Prolonged Duration Add-On Service Generation = Yes
  • Prolonged Duration Configuration Grid View:
  • Practitioner Category Column - desired practitioner category defined in each grid row. Note the practitioner category.
  • Location - desired location is defined in each grid row. Note the location.
  • Service Code to Use for Prolonged Duration - desired service code
  • Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate = desired duration (In minutes, any integer between 0-1440) defined in each grid row. Note the duration defined.
  • Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate = desired duration (In minutes, any integer between 0-1440) defined in each grid row. Note the duration defined.
  • ·Service Fee/ Cross Reference Maintenance:
  • Primary Service Code - desired duration range is entered and desired fee definition is created.
  • Add-On Service codes = desired duration range is entered and desired fee definition is created.
  • Select an active inpatient client for progress note creation. Note client ID and episode number.
  • Select 1-2 active practitioner to be used for progress note with different practitioner category that matches with the 'Practitioner Category' defined in the 'Prolonged Duration Configuration' Grid. Note practitioner ID and category.
  • Select 1-2 active practitioner to be used for progress note with different practitioner category that does not match with the 'Practitioner Category' defined in the 'Prolonged Duration Configuration' Grid. Note practitioner ID and category.
  • Identify 1-2 dictionary codes/values for the 'Location' to be used for the progress note that matches with the 'Location' defined in the 'Prolonged Duration Configuration' Grid. Note practitioner ID and category.
  • Identify 1-2 dictionary codes/values for the 'Location' to be used for the progress note that matches with the 'Location' defined in the 'Prolonged Duration Configuration' Grid. Note practitioner ID and category.
  • Please review: The prolonged service generation logic:
  1. System identifies the practitioner category and location for the primary service because both of these parameters are needed to know which row should be evaluated in the 'Prolonged Duration Configuration' grid. The logic for evaluating if Avatar should automatically generate a prolonged duration add-on service will not occur within the progress note form until all three parameters Practitioner Category, Location and Duration have been entered.
  2. If the duration entered in the 'Service Duration' field exceeds the duration specified for the service code in the 'Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate' column in the 'Prolonged Duration Configuration' grid., Avatar will file the duration amount entered in the 'Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate' column in the 'Prolonged Duration Configuration' grid for the primary service code when the service is created.
  3. If the remaining duration amount above the duration specified for the primary service code in the new 'Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate' column in the 'Prolonged Duration Configuration' grid, is equal to or greater than the amount entered in the 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate' column in the 'Prolonged Duration Configuration' grid, then system automatically create and 'save' the add-on service for prolonged duration that is specified for the primary service code in the 'Service Code to Use For Prolonged Duration' field in the 'Service Codes' form. File the remaining duration amount as the duration for the add-on service when created. This entry within the 'Select Multiple Add-On Codes' field will not be editable via the 'Select Add-On Service Entry to Edit/Remove' dropdown option prior to finalizing the progress note. The Prolonged Duration Add-On Service that Avatar generates automatically will be displayed as the first row in the 'Selected Add-On Services' field.
  4. If the value entered for the 'Practitioner', 'Location' or 'Service Duration' field are changed, Avatar will need to rerun the process/logic to evaluate if that updated duration exceeds the duration specified for the service code in the 'Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate Column' column in the Prolonged Duration Configuration grid and update the add-on row that was system generated to now list the appropriate add-on duration amount. Likewise, if the updated duration entered in the 'Service Duration' field does now not exceed the duration specified for the service code in the 'Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate' column in the 'Prolonged Duration Configuration' grid, Avatar will remove the row that was previously saved as a prolonged duration add-on is no longer needed. The same idea will extend to the Practitioner Category, Location, and Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate columns that can be configured in the Prolonged Duration Configuration grid. If the Location or practitioner is changed – that will need to reevaluate the logic configured for that in the Prolonged Duration Configuration grid.

Steps
  1. Open the 'Inpatient Progress Notes' form.
  2. Select desired client from the ‘Select Client’ field by name or ID.
  3. Select desired episode in the 'Select Episode' field.
  4. Select ‘New Service’ in the 'Progress Note For' field.
  5. Enter any value in the 'Note Type' field.
  6. Enter any value in the 'Notes Field' field.
  7. Enter desired date in the 'Date Of Service' field that falls within the ‘Effective Date’ and Expiration Date’ defined in one of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form. Select desired value in the 'Service Charge Code' field that match.
  8. Enter the 'Evaluation Management', 'Primary Code' defined in the setup.
  9. Validate the prolonged duration service codes displays in the ‘Add On Services’ field to be manually selected and that no 'Add-On Service' was automatically created.
  10. Select the 'Practitioner' whose practitioner category matches with the practitioner category defined in one of the ‘Practitioner Category’ column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form. Note the row #.
  11. Select the 'Location' of the service that matches with the location code with the location defined in one of the ‘Location’ column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form. Note the row #.
  12. Enter desired duration in the ‘Service Duration’ that is above the 'Max Duration Primary Service Must Exceed For Prolonged Duration Add-On Service to Generate' and has enough surplus over that so that the remaining duration is greater than or equal to 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate' column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form.
  13. Verify the prolonged duration service code will be automatically created and added to 'Selected Add-On Services' field.
  14. Select ‘Final’ from the 'Draft/Final' field.
  15. Click [File Note].
  16. Validate a Note Filed message is displayed.
  17. Click [OK].
  18. Click [Close Form].
  19. Open the 'Client Ledger' form.
  20. Select desired client, episode and 'Ledger Type' as 'Simple'.
  21. Click [Process].
  22. Verify the primary service and prolonged add-on service created with the correct units for the service and correct service code.
  23. Close the form.
  24. Open the ‘Registry Setting’ form.
  25. Set the 'Enable Prolonged Duration Add-On Service Generation' registry setting to ‘YR’.
  26. Close the form.
  27. Open the 'Inpatient Progress Notes' form.
  28. Select desired client from the ‘Select Client’ field by name or ID.
  29. Select desired episode in the 'Select Episode' field.
  30. Select ‘New Service’ in the 'Progress Note For' field.
  31. Enter any value in the 'Note Type' field.
  32. Enter any value in the 'Notes Field' field.
  33. Enter desired date in the 'Date Of Service' field that falls within the ‘Effective Date’ and Expiration Date’ defined in one of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form. Select desired value in the 'Service Charge Code' field that match.
  34. Enter the 'Evaluation Management', 'Primary Code' defined in the setup.
  35. Verify the prolonged duration service codes does not display up in the ‘Add On Services’ field to be manually selected.
  36. Select the 'Practitioner' whose practitioner category that matches with the practitioner category defined in one of the ‘Practitioner Category’ column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form. Note the row #.
  37. Select the 'Location' of the service that matches with the location code with the location defined in one of the ‘Location’ column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form. Note the row #.
  38. Enter desired duration in the ‘Service Duration’ that is above the 'Max Duration Primary Service Must Exceed For Prolonged Duration Add-On Service to Generate' and has enough surplus over that so that the remaining duration is greater than or equal to 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate' column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form.
  39. Verify the prolonged duration service code will be added to 'Selected Add-On Services' and the cost of service will be updated to reflect the cost the primary service will file with (using the max duration).
  40. Change the ‘Service Duration’ to be above the 'Max Duration Primary Service Must Exceed For Prolonged Duration Add-On Service to Generate' but less than the 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate'.
  41. Verify the prolonged duration service code will be removed from the 'Selected Add-On Services' field.
  42. Enter a duration in the ‘Service Duration’ field again that is above the 'Max Duration Primary Service Must Exceed For Prolonged Duration Add-On Service to Generate' and has enough surplus over that so that the remaining duration is greater than or equal to 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate' of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form.
  43. Verify the prolonged duration service code will be added to 'Selected Add-On Services' field.
  44. Change the 'Service Date', 'Location' and ‘Practitioner’ (category) fields to values that do not match with the values defined for the primary service code in the ‘Prolonged Duration Configuration’ grid in the ‘Service Code’ form.
  45. Verify the prolonged duration service code will be removed from the 'Selected Add-On Services' field.
  46. Change the 'Service Date', 'Location' and ‘Practitioner’ (category) fields to the original values that match with the values defined for the primary service code in the ‘Prolonged Duration Configuration’ grid in the ‘Service Code’ form.
  47. Verify the prolonged duration service code will be added from the 'Selected Add-On Services' field.
  48. Select ‘Final’ from the 'Draft/Final' field.
  49. Click [File Note].
  50. Validate a Note Filed message is displayed.
  51. Click [OK].
  52. Click [Close Form].
  53. Open the 'Client Ledger' form.
  54. Select desired client, episode and 'Ledger Type' as 'Simple'.
  55. Click [Process].
  56. Verify the primary service and prolonged add-on service created with the correct units for the service and correct service code.
  57. Close the form.


Scenario 3: Cal-PM - CWS - Ambulatory Progress Notes - Prolonged Duration
Specific Setup:
  • Registry Settings:
  • The 'Enable Multiple Add-On Code Per Primary' registry setting is set to 'Y'.
  • The 'Enable Prolonged Duration Add-On Service Generation' is set to 'Y'.
  • 'N' disables the functionality.
  • 'Y' enables the functionality and adds the 'Prolonged Duration Configuration' field to the service code form. It also allows users to manually select/submit add-on services in all the progress note forms.
  • 'YR' enables the functionality and adds the 'Prolonged Duration Configuration' field to the service code form. It prevents users from manually selecting/submitting add-on services in all the progress note forms. The add-on service(s) are created automatically based on the values in the 'Prolonged Duration Configuration' grid.
  • Dictionary Update:
  • File= 'Other Tabled File,
  • Data Element -291, Service Code Type'
  • Dictionary Code = 1
  • Dictionary Value = Evaluation Therapy
  • Extended dictionary 'Allow Multiple Add-On Code' = Yes
  • An existing add-on service code is identified with the following values or a new add-on code is created with the following values:
  • Service Code Category = Primary Add-On Code
  • Service Code Type = Evaluation Therapy
  • Minutes per unit = 15
  • Unit Rounding Logic = Round Over 1/2 Unit
  • Designated Degree Of Rounding = Whole Unit
  • Type of Service = Individual
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • An existing add-on service code is identified with the following values or a new add-on code is created with the following values:
  • Service Code Category = Add-On Code
  • Service Code Type = Evaluation Therapy
  • Minutes per unit = 15
  • Unit Rounding Logic = Round Over 1/2 Unit
  • Designated Degree Of Rounding = Whole Unit
  • Type of Service = Individual
  • All other fields are populated as required/needed.
  • Note the code and definition.
  • An existing service code is identified with the following values or a new add-on code is created with the following values::
  • Primary Service = desired service code
  • Service Code Category = Primary Code
  • Service Code Type = Evaluation Therapy
  • Select Add-On Service Code =Primary add-on and an add-on code defined above are selected.
  • Minutes per unit = 15
  • Unit Rounding Logic = Round Over 1/2 Unit
  • Designated Degree Of Rounding = Whole Unit
  • Type of Service = Individual
  • Enable Prolonged Duration Add-On Service Generation = Yes
  • Prolonged Duration Configuration Grid View:
  • Practitioner Category Column - desired practitioner category defined in each grid row. Note the practitioner category.
  • Location - desired location is defined in each grid row. Note the location.
  • Service Code to Use for Prolonged Duration - desired service code
  • Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate = desired duration (In minutes, any integer between 0-1440) defined in each grid row. Note the duration defined.
  • Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate = desired duration (In minutes, any integer between 0-1440) defined in each grid row. Note the duration defined.
  • ·Service Fee/ Cross Reference Maintenance:
  • Primary Service Code - desired duration range is entered and desired fee definition is created.
  • Add-On Service codes = desired duration range is entered and desired fee definition is created.
  • Select an active outpatient client for progress note creation. Note client ID and episode number.
  • Select 1-2 active practitioner to be used for progress note with different practitioner category that matches with the 'Practitioner Category' defined in the 'Prolonged Duration Configuration' Grid. Note practitioner ID and category.
  • Select 1-2 active practitioner to be used for progress note with different practitioner category that does not match with the 'Practitioner Category' defined in the 'Prolonged Duration Configuration' Grid. Note practitioner ID and category.
  • Identify 1-2 dictionary codes/values for the 'Location' to be used for the progress note that matches with the 'Location' defined in the 'Prolonged Duration Configuration' Grid. Note practitioner ID and category.
  • Identify 1-2 dictionary codes/values for the 'Location' to be used for the progress note that matches with the 'Location' defined in the 'Prolonged Duration Configuration' Grid. Note practitioner ID and category.
  • Please review: The prolonged service generation logic:
  1. System identifies the practitioner category and location for the primary service because both of these parameters are needed to know which row should be evaluated in the 'Prolonged Duration Configuration' grid. The logic for evaluating if Avatar should automatically generate a prolonged duration add-on service will not occur within the progress note form until all three parameters Practitioner Category, Location and Duration have been entered.
  2. If the duration entered in the 'Service Duration' field exceeds the duration specified for the service code in the 'Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate' column in the 'Prolonged Duration Configuration' grid., Avatar will file the duration amount entered in the 'Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate' column in the 'Prolonged Duration Configuration' grid for the primary service code when the service is created.
  3. If the remaining duration amount above the duration specified for the primary service code in the new 'Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate' column in the 'Prolonged Duration Configuration' grid, is equal to or greater than the amount entered in the 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate' column in the 'Prolonged Duration Configuration' grid, then system automatically create and 'save' the add-on service for prolonged duration that is specified for the primary service code in the 'Service Code to Use For Prolonged Duration' field in the 'Service Codes' form. File the remaining duration amount as the duration for the add-on service when created. This entry within the 'Select Multiple Add-On Codes' field will not be editable via the 'Select Add-On Service Entry to Edit/Remove' dropdown option prior to finalizing the progress note. The Prolonged Duration Add-On Service that Avatar generates automatically will be displayed as the first row in the 'Selected Add-On Services' field.
  4. If the value entered for the 'Practitioner', 'Location' or 'Service Duration' field are changed, Avatar will need to rerun the process/logic to evaluate if that updated duration exceeds the duration specified for the service code in the 'Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate Column' column in the Prolonged Duration Configuration grid and update the add-on row that was system generated to now list the appropriate add-on duration amount. Likewise, if the updated duration entered in the 'Service Duration' field does now not exceed the duration specified for the service code in the 'Max Duration Primary Service Must Exceed for Prolonged Duration Add-On Service to Generate' column in the 'Prolonged Duration Configuration' grid, Avatar will remove the row that was previously saved as a prolonged duration add-on is no longer needed. The same idea will extend to the Practitioner Category, Location, and Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate columns that can be configured in the Prolonged Duration Configuration grid. If the Location or practitioner is changed – that will need to reevaluate the logic configured for that in the Prolonged Duration Configuration grid.
Steps
  1. Open the 'Ambulatory Progress Notes' form.
  2. Select desired client from the ‘Select Client’ field by name or ID.
  3. Select desired episode in the 'Select Episode' field.
  4. Select ‘New Service’ in the 'Progress Note For' field.
  5. Enter any value in the 'Note Type' field.
  6. Enter any value in the 'Notes Field' field.
  7. Enter desired date in the 'Date Of Service' field that falls within the ‘Effective Date’ and Expiration Date’ defined in one of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form. Select desired value in the 'Service Charge Code' field that match.
  8. Enter the 'Evaluation Management', 'Primary Code' defined in the setup.
  9. Validate the prolonged duration service codes displays in the ‘Add On Services’ field to be manually selected and that no 'Add-On Service' was automatically created.
  10. Select the 'Practitioner' whose practitioner category that matches with the practitioner category defined in one of the ‘Practitioner Category’ column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form. Note the row #.
  11. Select the 'Location' of the service that matches with the location code with the location defined in one of the ‘Location’ column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form. Note the row #.
  12. Enter desired duration in the ‘Service Duration’ that is above the 'Max Duration Primary Service Must Exceed For Prolonged Duration Add-On Service to Generate' and has enough surplus over that so that the remaining duration is greater than or equal to 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate' column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form.
  13. Verify the prolonged duration service code will be automatically created and added to 'Selected Add-On Services' field.
  14. Select ‘Final’ from the 'Draft/Final' field.
  15. Click [File Note].
  16. Validate a Note Filed message is displayed.
  17. Click [OK].
  18. Click [Close Form].
  19. Open the 'Client Ledger' form.
  20. Select desired client, episode and 'Ledger Type' as 'Simple'.
  21. Click [Process].
  22. Verify the primary service and prolonged add-on service created with the correct units for the service and correct service code.
  23. Close the form.
  24. Open the ‘Registry Setting’ form.
  25. Set the 'Enable Prolonged Duration Add-On Service Generation' registry setting to ‘YR’.
  26. Close the form.
  27. Open the 'Ambulatory Progress Notes' form.
  28. Select desired client from the ‘Select Client’ field by name or ID.
  29. Select desired episode in the 'Select Episode' field.
  30. Select ‘New Service’ in the 'Progress Note For' field.
  31. Enter any value in the 'Note Type' field.
  32. Enter any value in the 'Notes Field' field.
  33. Enter desired date in the 'Date Of Service' field that falls within the ‘Effective Date’ and Expiration Date’ defined in one of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form. Select desired value in the 'Service Charge Code' field that match.
  34. Enter the 'Evaluation Management', 'Primary Code' defined in the setup.
  35. Verify the prolonged duration service codes does not display in the ‘Add On Services’ field to be manually selected.
  36. Select the 'Practitioner' whose practitioner category that matches with the practitioner category defined in one of the ‘Practitioner Category’ column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form. Note the row #.
  37. Select the 'Location' of the service that matches with the location code with the location defined in one of the ‘Location’ column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form. Note the row #.
  38. Enter desired duration in the ‘Service Duration’ that is above the 'Max Duration Primary Service Must Exceed For Prolonged Duration Add-On Service to Generate' and has enough surplus over that so that the remaining duration is greater than or equal to 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate' column of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form.
  39. Verify the prolonged duration service code will be added to 'Selected Add-On Services' and the cost of service will be updated to reflect the cost the primary service will file with (using the max duration).
  40. Change the ‘Service Duration’ to be above the 'Max Duration Primary Service Must Exceed For Prolonged Duration Add-On Service to Generate' but less than the 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate'.
  41. Verify the prolonged duration service code will be removed from the 'Selected Add-On Services' field.
  42. Enter a duration in the ‘Service Duration’ field again that is above the 'Max Duration Primary Service Must Exceed For Prolonged Duration Add-On Service to Generate' and has enough surplus over that so that the remaining duration is greater than or equal to 'Minimum Remaining Duration to be Met for Prolonged Duration Add-On Service to Generate' of the ‘Prolonged Duration Configuration’ grid for the service code in the ‘Service Code’ form.
  43. Verify the prolonged duration service code will be added to 'Selected Add-On Services' field.
  44. Change the 'Service Date', 'Location' and ‘Practitioner’ (category) fields to values that do not match with the values defined for the primary service code in the ‘Prolonged Duration Configuration’ grid in the ‘Service Code’ form.
  45. Verify the prolonged duration service code will be removed from the 'Selected Add-On Services' field.
  46. Change the 'Service Date, 'Location' and ‘Practitioner’ (category) fields to the original values that match with the values defined for the primary service code in the ‘Prolonged Duration Configuration’ grid in the ‘Service Code’ form.
  47. Verify the prolonged duration service code will be added from the 'Selected Add-On Services' field.
  48. Select ‘Final’ from the 'Draft/Final' field.
  49. Click [File Note].
  50. Validate a Note Filed message is displayed.
  51. Click [OK].
  52. Click [Close Form].
  53. Open the 'Client Ledger' form.
  54. Select desired client, episode and 'Ledger Type' as 'Simple'.
  55. Click [Process].
  56. Verify the primary service and prolonged add-on service created with the correct units for the service and correct service code.
  57. Close the form.
Topics
• Progress Notes
Update 32 Summary | Details
'Progress Notes' web service
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • SoapUI - ProgressNotes.Client.Request - AddProgressNotes
  • SoapUI - ProgressNotes.Client.Request - EditProgressNotes
Scenario 1: File a new progress note using the 'WEBSVC.ProgressNotes.Client.Request' web service
Specific Setup:
  • Document routing is not enabled on the 'Progress Notes (Group and Individual)' form.
  • The 'Evidence-Based Practices' and 'Evidence-Based Practice Elements' field are added to the 'Progress Notes (Group and Individual)' form via 'Site Specific Section Modeling'.
  • A client must be enrolled in an existing episode (Client A).
  • Must have the 'Progress Notes' widget accessible from the HomeView.
Steps
  1. Access SOAPUI for the 'ProgressNotes.Client.Request' - 'AddProgressNotes' web service.
  2. Enter the system code that will be used to log on in the 'SystemCode' field.
  3. Enter the username that will be used to log on in the 'UserName' field.
  4. Enter the password for the user logging on in the 'Password' field.
  5. Enter the desired practitioner ID in the 'Practitioner' field.
  6. Enter the desired value in the 'NotesField' field.
  7. Enter the desired value in the 'NoteType' field.
  8. Enter the desired value in the 'Location' field.
  9. Enter "F" in the 'DraftFinal' field.
  10. Enter "N" in the 'ProgressNoteFor' field.
  11. Enter the desired value in the 'ServiceChargeCode' field.
  12. Enter the desired value in the 'ServiceProgram' field.
  13. Enter the desired date in the 'DateOfService' field.
  14. Enter the desired value in the 'EvidenceBasedPracticesSingleSelect' field.
  15. Enter the desired value in the 'EvidenceBasedPracticeElements' field.
  16. Enter "Client A's" PATID in the 'ClientID' field.
  17. Enter the desired episode in the 'EpisodeNumber' field.
  18. Enter "CWSPN22000" in the 'Option' field.
  19. Click [Run].
  20. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001).
  21. Validate the 'Message' field contains: Progress Notes web service has been filed successfully.
  22. Select "Client A" and navigate to the 'Progress Notes' widget.
  23. Validate the 'Progress Notes' widget contains the progress note filed via web service in the previous steps.
  24. Validate the 'Evidence-Based Practices' field contains the value filed in the previous steps.
  25. Validate the 'Evidence-Based Practice Elements' field contains the value filed in the previous steps.
Scenario 2: Edit an existing progress note using the 'WEBSVC.ProgressNotes.Client.Request' web service
Specific Setup:
  • Document routing is not enabled on the 'Progress Notes (Group and Individual)' form.
  • The 'Evidence-Based Practices' and 'Evidence-Based Practice Elements' field are added to the 'Progress Notes (Group and Individual)' form via 'Site Specific Section Modeling'.
  • A client must be enrolled in an existing episode and have a draft note on file (Client A).
  • Must have the 'Progress Notes' widget accessible from the HomeView.
Steps
  1. Access SOAPUI for the 'ProgressNotes.Client.Request' - 'EditProgressNotes' web service.
  2. Enter the system code that will be used to log on in the 'SystemCode' field.
  3. Enter the username that will be used to log on in the 'UserName' field.
  4. Enter the password for the user logging on in the 'Password' field.
  5. Enter the desired practitioner ID in the 'Practitioner' field.
  6. Enter the desired value in the 'NotesField' field.
  7. Enter the desired value in the 'NoteType' field.
  8. Enter the desired value in the 'Location' field.
  9. Enter "F" in the 'DraftFinal' field.
  10. Enter "N" in the 'ProgressNoteFor' field.
  11. Enter the desired value in the 'ServiceChargeCode' field.
  12. Enter the desired value in the 'ServiceProgram' field.
  13. Enter the desired date in the 'DateOfService' field.
  14. Enter the desired value in the 'EvidenceBasedPracticesSingleSelect' field.
  15. Enter the desired value in the 'EvidenceBasedPracticeElements' field.
  16. Enter "Client A's" PATID in the 'ClientID' field.
  17. Enter the desired episode in the 'EpisodeNumber' field.
  18. Enter the unique ID for the draft note in the 'NoteUniqueID' field.
  19. Enter "CWSPN22000" in the 'Option' field.
  20. Click [Run].
  21. Validate the 'Confirmation' field contains a Unique ID (ex. Unique ID: NOT65244.001).
  22. Validate the 'Message' field contains: Progress Notes web service has been filed successfully.
  23. Select "Client A" and navigate to the 'Progress Notes' widget.
  24. Validate the 'Progress Notes' widget contains the progress note updated via web service in the previous steps.
  25. Validate the 'Evidence-Based Practices' field contains the value filed in the previous steps.
  26. Validate the 'Evidence-Based Practice Elements' field contains the value filed in the previous steps.
Topics
• Progress Notes • Web Services
Update 36 Summary | Details
Care Record Mapping - 'Social Drivers of Health' assessment type
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Care Record Mapping
  • CareFabric Monitor
Scenario 1: Validate the 'Social Drivers of Health' assessment type in the 'Care Record Mapping' form
Specific Setup:
  • A user modeled "Social Drivers of Health" form is defined and flagged as an assessment in the 'Flag Assessment Forms' form. This form has the following fields:
  • Assessment Date
  • Performing Provider
  • Reason For Not Screening
  • A client is enrolled in an existing episode (Client A).
Steps
  1. Access the 'Care Record Mapping' form.
  2. Validate the 'Type of Assessment' field contains "Social Drivers of Health".
  3. Select "Social Drivers of Health" in the 'Type of Assessment' field.
  4. Select the user defined "Social Drivers of Health" form in the 'Form To Map' field.
  5. Select "Social Drivers of Health" in the 'Section' field.
  6. Map the desired fields. Available fields are: 'Assessment Date', 'Performing Provider', 'Reason For Not Screening'.
  7. Click [Save Mapping] once complete.
  8. Close the form.
  9. Select "Client A" and access the user defined "Social Drivers of Health" form.
  10. Populate all required and desired fields.
  11. Click [Submit].
  12. Access the 'CareFabric Monitor' form.
  13. Enter the current date in the 'From Date' and 'Through Date' fields.
  14. Enter "Client A" in the 'Client ID' field.
  15. Enter "EhrAssessmentResultCreated" in the 'Event/Action Search' field.
  16. Click [View Activity Log].
  17. Validate the 'CareFabric Monitor Report' contains an "EhrAssessmentResultCreated" record.
  18. Click [Click To View Record].
  19. Validate the 'assessmentTypeCode' - 'code' field contains "40".
  20. Validate the 'assessmentTypeCode' - 'displayName' field contains "Social Drivers of Health".
  21. Validate the 'clientID' - 'id' field contains Client A's ID
  22. Validate the 'vocabularies' - 'code' field contains "68899-4".
  23. Validate the 'vocabularies' - 'codeSystem' field contains "2.16.840.1.113883.6.1".
  24. Validate the 'vocabularies' - 'codeSystemName' field contains "LOINC".
  25. Validate the 'vocabularies' - 'displayName' field contains "Social Drivers of Health".
  26. Close the report and the form.
Topics
• Care Record Mapping
Update 39 Summary | Details
Block Client Chart - Emergency Access
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Scheduling Calendar
  • Add New Appointment
  • Group Registration
  • Block Client Chart
  • Front Desk
  • Post Staff Activity Log
Scenario 1: Block Client Chart - Validate emergency access in the 'Progress Notes' widget
Specific Setup:
  • A client is enrolled in an existing episode and has progress notes on file (Client A).
  • The 'Progress Notes' widget is accessible from the HomeView.
Steps
  1. Access the 'Block Client Chart' form.
  2. Select the "Blocked Clients" section.
  3. Click [Add New Item].
  4. Select "Client A" in the 'Select Client' field.
  5. Select "Yes" in the 'Allow Emergency Access for User/User Role' field.
  6. Select "Yes - All" in the 'Block User Roles' field.
  7. Select "Yes - All" in the 'Block Users' field.
  8. Populate any other desired fields.
  9. Submit the form.
  10. Search for and select "Client A".
  11. Validate a 'Blocked Client' message is displayed stating: User, "Client A" chart is blocked. Your access of this client on 'Day/Date/Time' will be recorded within the database. Why are you accessing "Client A"?
  12. Enter the desired value and click [OK].
  13. Validate "Client A" is now selected.
  14. Navigate to the 'Progress Notes' widget.
  15. Validate progress notes are displayed as expected.
Topics
• Progress Notes
2023 Update 96 Summary | Details
Avatar CWS - Support for other products and modules
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Query for External CCD
  • Import Clinical Information
  • Ambulatory Progress Notes
  • Treatment Plan
  • Patient Health Questionnaire-9
  • CareConnect Inbox
  • Care Connect Inbox
  • CareFabric Monitor
  • Allergies and Hypersensitivities
  • CareConnect CCD Download
  • Problem List
Scenario 1: Query for External CCD - Search, Preview, Save CCD's and validate SDK actions are triggered
Specific Setup:
  • A client must be enrolled in an existing episode (Client A).
Steps
  1. Access the 'Query for External CCD' form.
  2. Select "Client A" in the 'Client Search' field.
  3. Select an organization in the 'Organization Name or Zip' field.
  4. Click [Search CCDs].
  5. Validate message stating: "Match(es) found, # document(s) returned."
  6. Click [OK].
  7. Select a CCD in the 'Available CCDs' field.
  8. Enter the desired provider in the 'Provider Referred To' field.
  9. Click [Preview].
  10. Validate the CCD is displayed in a preview with CCD section details and close it.
  11. Click [Save].
  12. Validate an "Information" message is displayed stating: Saved.
  13. Click [OK] and close the form.
  14. Access the 'CareFabric Monitor' form.
  15. Enter the current date in the 'From Date' and 'Through Date' fields.
  16. Enter "Client A" in the 'Client ID' field.
  17. Enter "ExternalDataAckowledgementCreated" in the 'Event/Action Search' field.
  18. Click [View Activity Log].
  19. Validate that the 'CareFabric Monitor Report' contains an 'ExternalDataAcknowledgementCreated' record.
  20. Click [Click To View Record].
  21. Validate the 'referredToProviderID' - 'id' field contains the provider ID selected in the previous steps.
  22. Close the report and the form.
  23. Access Crystal Reports or other SQL Reporting Tool.
  24. Create a report using the 'SYSTEM.ccd_tempstorage' table.
  25. Validate a row is displayed for the CCD saved in the previous steps.
  26. Validate the 'PATID' field contains "Client A".
  27. Validate that the 'provider_referred_to' field contains the provider ID selected in the previous steps.
  28. Validate that the 'provider_referred_to_name' field contains the provider name selected in the previous steps.
  29. Close the report.
Scenario 2: 'External Documents' widget - Validate the 'Care Team' button
Specific Setup:
  • The 'External Document' widget and 'Console Widget Viewer' are on the HomeView.
  • A client has available CCD's (Client A).
Steps
  1. Select "Client A" and access the 'External Documents' widget.
  2. Click [Search].
  3. Validate a message is displayed stating: Match(es) found, # document(s) returned.
  4. Click [OK].
  5. Click [View] for any of the CCDs.
  6. Validate the CCD is displayed in the 'Console Widget Viewer'. Take note of the Care Team details.
  7. Click [Close All].
  8. Validate the CCD is no longer displayed.
  9. Click [Care Team] for the same CCD.
  10. Validate the Care Team details are displayed in the 'Console Widget Viewer' based on the Care Team section of the CCD.
  11. Click [Close All].
  12. Validate the Care Team details are no longer displayed.
Scenario 3: 'CareConnect CCD Download' - Search, Preview and Download CCDs
Specific Setup:
  • A client must have available CCDs (Client A).
Steps
  1. Access the 'CareConnect CCD Download' form.
  2. Enter "Client A" in the 'Client Search' field.
  3. Validate message stating: "Match(es) found, # document(s) returned."
  4. Click [OK].
  5. Select any value in the 'Available CCD(s)' field.
  6. Click [Preview].
  7. Validate a 'Document Preview' of "Client A's" CCD is displayed.
  8. Click [Close All Documents and Exit].
  9. Enter the desired provider in the 'Provider Referred To' field.
  10. Select "Yes" in the 'Save for Reconciliation' field.
  11. Click [Download].
  12. Validate an "Information" message is displayed stating: Saved.
  13. Click [OK].
  14. Access the 'CareFabric Monitor' form.
  15. Enter the current date in the 'From Date' and 'Through Date' fields.
  16. Enter "Client A" in the 'Client ID' field.
  17. Enter "ExternalDataAckowledgementCreated" in the 'Event/Action Search' field.
  18. Click [View Activity Log].
  19. Validate that the 'CareFabric Monitor Report' contains an 'ExternalDataAcknowledgementCreated' record.
  20. Click [Click To View Record].
  21. Validate the 'referredToProviderID' - 'id' field contains the provider ID selected in the previous steps.
  22. Close the report and the form.
  23. Access Crystal Reports or other SQL Reporting Tool.
  24. Create a report using the 'SYSTEM.ccd_tempstorage' table.
  25. Validate a row is displayed for the CCD saved in the previous steps.
  26. Validate the 'PATID' field contains "Client A".
  27. Validate that the 'provider_referred_to' field contains the provider ID selected in the previous steps.
  28. Validate that the 'provider_referred_to_name' field contains the provider name selected in the previous steps.
  29. Close the report.
Topics
• CCD's • Query for External CCD • External Document Widget
 

Avatar_CWS_2024_Monthly_Release_2024.01.01_Details.csv