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Avatar CWS 2024 Update 10

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2024 Monthly Release 2024.01.00
RADplus 2024 Monthly Release 2024.01.00

Product Update Description

The 'Treatment Plan' form is enhanced to add a search filter to search for items in Problems, Intervention, Goals, and Objectives. Please note: This functionality is available only in myAvatar NX, and a Client Update or upgrade must also be installed to utilize all functionality.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Treatment Plan - Search Filter
The 'Treatment Plan' form is enhanced with the 'Apply Search Results By' filter which allows for searching for items in Problems, Goals, Objectives, and Interventions. Please note: this is for Avatar NX only and Avatar NX Release 2024.04.00 is required for full functionality.
Value Added: The ability to directly search for Problems, Goals, Objectives, and Interventions in the Treatment Plan.
Topics
• NX • Treatment Plan
 
Acceptance Tests
AV-89108 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
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
• NX • Treatment Plan

 

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  2. Tags
    1. Avatar CWS 2024 Update 10
    2. content:release
    3. llm-no-index
    4. NX
    5. role:sysadmin
    6. Treatment Plan