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Avatar CWS 2024 Update 18

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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 'Auto Append Document Image' registry setting is added to Avatar CWS. It enables the 'Attach Individual Notes To Existing Services/Appointments' form to append existing documents when the associated note is attached to an existing service or appointment.

Required Updates

None

Included Updates

None

Details
NEW1 CHANGED0 FIXED0
New (1)
Attach Individual Notes to Existing Appointments/Services - Auto Append Document Image
The 'Auto Append Document Image' registry setting enables the 'Attach Individual Notes To Existing Services/Appointments' form to append existing documents when the associated note is attached to an existing service or appointment.
Value Added: Functionality enhanced
Topics
• Append Progress Notes • Progress Notes • Registry Settings
 
Acceptance Tests
AV-95928 Summary | Details
Attach Individual Notes to Existing Appointments/Services - Auto Append Document Image
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • Attach Individual Notes To Existing Services/Appointments
  • Registry Settings (CWS)
  • Registry Settings (PM)
  • Client Charge Input
  • Clinical Document Viewer
  • Create New Progress Notes Form
  • Document Routing Setup (PM)
  • Progress Notes (Group and Individual) 6
Scenario 1: Registry Settings - Auto Append Document Image
Steps
  1. Open the "Registry Settings" form.
  2. Search for the setting "Avatar CWS->Progress Notes->Attach Individual Notes To Existing Services/Appointments->->->Auto Append Document Image".
  3. Set the Value to "Y".
  4. Submit to file the form.
  5. Open the "Attach Individual Notes to Existing Services/Appointments" form.
  6. Click "Select Note To Attach".
  7. Validate a column called "Document" exists on this form.
  8. Cancel processing and exit the form.
  9. Open the "Registry Settings" form.
  10. Search for the setting "Auto Append Document Image".
  11. Set the Value to "N".
  12. Submit to file the form.
  13. Open the "Attach Individual Notes to Existing Services/Appointments" form.
  14. Click "Select Note To Attach".
  15. Validate a column called "Document" no longer exists on this form.
  16. Cancel processing and exit the form.
Scenario 2: Attach Individual Notes to Existing Services/Appointments - Auto Append Document Image
Specific Setup:
  • Enable Registry Setting "Avatar CWS->Progress Notes->Attach Individual Notes To Existing Services/Appointments->->->Auto Append Document Image" by setting it to "Y".
  • Create using "Create New Progress Note" form or use an existing copy of the "Progress Notes (Group and Individual)" form.
  • Give Avatar users access to the newly created progress notes form.
  • Refresh menus.
  • Using "Document Routing Setup", enable document routing for the newly created progress notes form.
  • Select a test client with services on file or create services using "Client Charge Input" and appointments on file or create appointments using "Scheduling Calendar".
Steps
  1. Open the copy of "Progress Notes (Group and Individual)" form:
  2. Create an independent note and finalize it.
  3. Sign the document.
  4. Open the copy of "Progress Notes (Group and Individual)" form:
  5. Create an independent note and finalize it.
  6. Sign and route the document.
  7. Open the "Attach Individual Notes To Existing Services/Appointments" form:
  8. Select a note that has "Pending" in the "Document" column.
  9. Validate a message displays stating, "The selected note is associated with a document that is not "Final". The note cannot be attached to an existing service or appointment until the document is finalized.".
  10. Select a note that has "Final" in the "Document" column.
  11. Validate a message says "The selected note is associated with a finalized document. Continuing will append the document. Would you like to continue?".
  12. Select "Appointments" in the "Link Note To".
  13. Select the specific appointment in the "Appointments/Services" field.
  14. Click "Submit".
  15. Validate there is a page appended to the note that indicates what appointment/service the note is now attached to.
  16. Click "Sign".
  17. Provide the password for the document.
  18. Open the "Attach Individual Notes To Existing Services/Appointments" form:
  19. Select a note that has "Pending" in the "Document" column.
  20. Validate a message displays stating, "The selected note is associated with a document that is not "Final". The note cannot be attached to an existing service or appointment until the document is finalized.".
  21. Select a note that has "Final" in the "Document" column.
  22. Validate a message says "The selected note is associated with a finalized document. Continuing will append the document. Would you like to continue?".
  23. Select "Services" in the "Link Note To".
  24. Select the specific service in the "Appointments/Services" field.
  25. Click "Submit".
  26. Validate there is a page appended to the note that indicates what appointment/service the note is now attached to.
  27. Click "Sign".
  28. Provide the password for the document.
  29. Open the "Clinical Document Viewer".
  30. Open the documents filed as final and attached to an existing appointment/service.
  31. Validate the appended page is included as the last page of the document.
Topics
• Append Progress Notes • Progress Notes • Registry Settings