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Avatar CWS 2024 Update 12

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar CWS 2024 Monthly Release 2024.00.01
RADplus 2024 Monthly Release 2024.00.01

Product Update Description

The 'Progress Notes' forms and 'Progress Notes Web Service' are updated for improved performance when creating notes for 'Existing Appointments'.

Required Updates

None

Included Updates

None

Details
NEW0 CHANGED0 FIXED1
Fixed (1)
Progress Notes - Progress Notes Web Service - Existing Appointments
The 'Progress Notes' forms and 'Progress Notes Web Service' are updated for improved performance when creating notes for 'Existing Appointments'.
Topics
• Progress Notes • Web Services
 
Acceptance Tests
AV-93600 Summary | Details
Progress Notes - Progress Notes Web Service - Existing Appointments
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Progress Notes (Group and Individual)
Scenario 1: Creating Progress Note for an Existing Appointment in 'Progress Notes (Group and Individual)'
Specific Setup:
  • Service:
  • Service should be picked from existing or newly created and the Fee definitions should be defined for the service(s).
  • Client:
  • A client is enrolled in an existing episode and has multiple existing Appointments on file (Client A).
  • Registry Settings:
  • Set the "Enable Alternative Service Location Fields" Registry setting to "Y" for Progress Notes (Group and Individual)
  • Set the "Limit Existing Services to Current Login User" Registry Setting value as "0" for Progress Notes (Group and Individual).
  • Set the "Limit Existing Appointments to Current Login User" Registry Setting value as "0" for Progress Notes (Group and Individual).
Steps
  1. Access the 'Progress Notes (Group and Individual)' form.
  2. Select "Client A" in the 'Select Client' field.
  3. Select the desired episode in the 'Select Episode' field.
  4. Select "Existing Appointment" in the 'Progress Note For' field.
  5. Select any existing appointments of "Client A" in the 'Note Addresses Which Existing Service/Appointment' field.
  6. Populate all required and desired fields.
  7. Verify that the Facility Location fields are populated with the data entered in 'Edit Service Information'.
  8. Update at least one facility location field value.
  9. Select "Draft" in the 'Draft/Final' field.
  10. Click [File Note].
  11. Validate a message is displayed stating: Note Filed.
  12. Click [OK].
  13. Click [Yes] in the form return.
  14. Select the "Client A" in the 'Select Client' field.
  15. Select the note filed in the previous steps in the 'Draft Note To Edit' field.
  16. Validate all previously filed data is displayed.
  17. Select "Final" in the 'Draft/Final' field.
  18. Click [File Note].
  19. Click [Accept].
  20. Enter the Password and select [Verify].
  21. Select "Admitting Practitioner" in Add Approver.
  22. Select [Submit].
  23. Validate the acknowledgment 'Note Filed'.
  24. Click [No] and close the form.
Scenario 2: Validating 'AddProgressNotes' web service request for an existing Appointment
Specific Setup:
  • Access to SoapUI or any other web service.
  • Client with multiple existing Appointments (10 appointments) created in the 'Scheduling Calendar' form. 'Client A'.
Steps
  1. Access the SoapUI or any other tool to test the web service.
  2. Consume the WSDL for WEB.SVC.ProgressNotes.Client.Request.
  3. Enter data on the web service request for the "Existing Appointment".
  4. Set the "NotesField" item to any desired text value.
  5. Set the "NoteType" item to "Any desired Note type value". (one with or without a co-practitioner).
  6. On selecting the Note Type that has the co-practitioner, Set the desired value for 'User To Send Co-Sign To Do Item To'.
  7. Set the "DraftFinal" item to "D".
  8. Set the "ProgressNoteFor" item to "EI".
  9. Set the "ServiceProgram" item to "Any desired program value".
  10. Set the "ServiceDuration" item to "Any desired duration value".
  11. Set the "DateOfService" item to "Any desired date value".
  12. Leave all the "Facility Location" field values empty.
  13. Set the "ClientID" item to 'Client A'.
  14. Set the "EpisodeNumber" to the client episode for the service.
  15. Set the "NoteAddressesWhichExistingServiceAppointment" to any existing appointment's appointment ID. This can be obtained from the below table,
  16. "appt_data"
  17. Set the "Option" to "Any desired option value".
  18. Click [Send].
  19. Verify the Message response contains "Progress Notes web service has been filed successfully" with the "Unique ID" value.
  20. Access the 'Progress Notes (Group and Individual)' form.
  21. Select "Client A" in the 'Select Client' field.
  22. Validate that the note filed in the previous steps is shown in the 'Draft Note To Edit' field for selection.
  23. Select the note filed in the previous steps in the 'Draft Note To Edit' field.
  24. Verify that all the data filed as part of the note is populated in the respective fields.
  25. Click [Discard].
  26. Click [Yes].
Topics
• Progress Notes • Web Services