Avatar CWS 2024 Update 13

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Product Update Description

An error "[UNDEFINED] PRINTDATACWSPN+178^cwsDisclosureMgmt" produced when viewing 'Disclosure Management' form is resolved.

Required Updates

None

Included Updates

None

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-95625 Details \| User Acceptance Tests Disclosure Management - View attached document Resolves an issue to ensure that the progress note attached to the 'Chart items authorized for disclosure' or 'Document Images Authorized For Disclosure'. KB0075997 v0.01	Topics • Disclosure

Acceptance Tests

AV-95625 Summary | Details

Disclosure Management - View attached document

Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:

Admission (Outpatient)
Disclosure Management
Disclosure Management Configuration
Document Routing Setup (PM)
Progress Notes (Group and Individual)

Scenario 1: Disclosure Management - Validating notes from the authorized episodes in the 'Disclosure Management' report - Document Images Authorized For Disclosure

Specific Setup:

Disclosure Management Configuration:
The 'Valid Attachment Type' field is set to '(Avatar CWS) Progress Notes (Group and Individual) /EPISODE BASED' or any other document to be used. Note the document selected.
Document Routing Setup:
The document routing is set up for the document identified above.
Admission:
A new client is admitted to the desired program. Note the client id, admission date, admission program.
Progress Notes (Group and Individual):
A progress note is filed for the client / episode. Note the date when progress note filed.
Append Document:
Append a document to the progress note filed in the previous step.

Steps

Open the 'Disclosure Management' form.
Enter a date in the ‘Request Date’ field.
Enter a date in the ‘Request Information Start Date’ field.
Enter a date in the ‘Request Information End Date’ field.
Select the topmost Document Image in the ‘Requested Document Images’ field.
Enter an organization name in the ‘Organization’ field.
Go to the ‘Authorization’ section.
Enter a date in the ‘Authorization Start Date’.
Enter a date in the ‘Authorization End Date’.
Click the ‘Update Document Images Authorized For Disclosure’ button.
Select the ‘Document Image’ row and set the ‘Authorized’ field to ‘Yes’.
Click the ‘Save’ button.
Click the ‘Refresh Document Images’ button.
Verify the previously selected document displays as ‘Authorized’ in the ‘Document Images Authorized For Disclosure’.
Go to the ‘Disclosure’ section.
Enter a date in the ‘Disclosure Date’ field.
Enter a time in the ‘Disclosure Time’ field.
Select the document image in the ‘Disclosure Images’ field.
Click the ‘Process’ button.
Click the ‘Disclose’ button.
Verify the disclosure information displays for the previously selected document image.
Click the ‘Cancel’ button to return to the ‘Disclosure’ section.
Click the ‘Submit’ button to file the record.
Click ‘Yes’ to return to the pre-display.
Click the ‘Add’ button to create another record.
Enter a date in the ‘Request Date’ field.
Enter a date in the ‘Request Information Start Date’ field.
Enter a date in the ‘Request Information End Date’ field.
Select both Document Images in the ‘Requested Document Images’ field.
Enter an organization name in the ‘Organization’ field.
Go to the ‘Authorization’ section.
Enter a date in the ‘Authorization Start Date’.
Enter a date in the ‘Authorization End Date’.
Click the ‘Update Document Images Authorized For Disclosure’ button.
Select each ‘Document Image’ row and set the ‘Authorized’ field to ‘Yes’.
Click the ‘Save’ button.
Click the ‘Refresh Document Images’ button.
Verify the previously selected documents display as ‘Authorized’ in the ‘Document Images Authorized For Disclosure’.
Go to the ‘Disclosure’ section.
Enter a date in the ‘Disclosure Date’ field.
Enter a time in the ‘Disclosure Time’ field.
Select the document image in the ‘Disclosure Images’ field.
Click the ‘Process’ button.
Click the ‘Disclose’ button.
Verify the disclosure information displays for the previously selected document images.
Click the ‘Cancel’ button to return to the ‘Disclosure’ section.
Click the ‘Submit’ button to file the record.
Click ‘No’ to exit the form.

Scenario 2: Disclosure Management - Validating notes from the authorized episodes in the 'Disclosure Management' report - Chart items authorized for disclosure

Specific Setup:

Disclosure Management Configuration:
The 'Valid Attachment Type' field is set to '(Avatar CWS) Progress Notes (Group and Individual) /EPISODE BASED' or any other document to be used. Note the document selected.
Document Routing Setup:
The document routing is set up for the document identified above.
Admission:
A new client is admitted to the desired program. Note the client id, admission date, admission program.
Progress Notes (Group and Individual):
A progress note is filed for the client / episode. Note the date when progress note filed.
Append Document:
Append a document to the progress note filed in the previous step.

Steps

Open the 'Disclosure Management' form for the client.
Enter desired date to the 'Request Date' such that it covers the progress note filing date.
Select an episode in the 'Request Episode(s)' field.
Select desired document type in the 'Requested Chart Items' field.
Enter required organization information.
Click [Save Requesting Organization].
Validate the 'Requesting Organization details have been saved' message.
Select the 'Authorization' section.
Enter authorization dates that cover the episodes up to the date the progress notes were entered
Select desired episode from the 'Authorization Episode(s)'.
Set the 'Default all Chart Items to Yes' to 'YES'.
Click 'Update Chart Items Authorized For Disclosure' and authorize the attachment.
Select the 'Disclosure' section.
Enter a 'Disclosure Date'.
Select '(Avatar CWS) Progress Notes (Group and Individual)' in the field 'Chart Disclosure Information'.
Click Process.
Select the '(Avatar CWS) Progress Notes (Group and Individual)' entry in the 'Items for Disclosure'.
Click 'View'.
Verify the note displays successfully for the authorized episodes.
Click [Cancel].
Verify the system navigates user to the 'Disclosure Management' form.
Click [Submit].
Verify the disclosure submitted successfully.

Topics

• Disclosure