Avatar CWS 2024 Update 17

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Product Requirements and Recommendations

Avatar CWS required
RADplus required

Recommended Update Level

Avatar Appointment Scheduling 2024 Update 2
Avatar CWS 2024 Monthly Release 2024.01.00
RADplus 2024 Monthly Release 2024.01.00

Product Update Description

An issue that may occur in the 'Progress Notes Group and Individual' forms (Begin Group Note Section) and 'Independent Group Progress Notes' forms where clients with expired group assignments are included is resolved. Note: Avatar Appointment Scheduling 2024 Update 2 must be installed for this functionality to work properly.

Required Updates

None

Included Updates

None

Details

NEW0 CHANGED0 FIXED1

Fixed (1)

AV-96152 Details \| User Acceptance Tests Progress Notes An issue is resolved to ensure valid clients are displayed in Group Registration and Progress Notes.	Topics • Progress Notes

Acceptance Tests

AV-96152 Summary | Details

Progress Notes

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

Access the 'Progress Notes (Group and Individual)' form.
Select the "Group Default Notes" section.
Enter the current date in the 'Date Of Group' field.
Enter the desired practitioner in the 'Practitioner' field.
Select "Existing Appointment" in the 'Progress Note For' field.
Select the existing appointment for "Group A" in the 'Note Addresses Which Existing Service/Appointment' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Note' field.
Validate the 'Client Who Attended Group' field contains "Client A" and "Client B".
Click [File Note].
Validate a "Group Default Notes" message is displayed stating: Progress notes are filed.
Click [OK].
Navigate to the "Individual Progress Notes" section.
Select "Group A" in the 'Group Name or Number' field.
Enter the current date in the 'Note Date' field.
Select the note for "Client A" in the 'Select Note To Edit' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Click [Accept] in the document routing dialog.
Enter the password for the logged in user and click [Verify].
Validate a message is displayed stating: Note Filed.
Click [OK].
Validate the 'Select Note To Edit' field contains the note for "Client B".
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Click [Accept] in the document routing dialog.
Enter the password for the logged in user and click [Verify].
Validate a message is displayed stating: Note Filed.
Click [OK] and close the form.
Access the 'Client Ledger' form.
Enter "Client A" in the 'Client ID' field.
Select "All Episodes" from the 'Claim/Episode/All Episodes' field.
Select "Simple" from the 'Ledger Type' field.
Click [Process].
Verify the 'Client Ledger Report' page is displayed and contains the service for the group note filed in the previous steps.
Click [Dismiss].
Repeat steps 2a-2f for "Client B".
Close the form.

Topics

• Progress Notes