Avatar CWS 2024 Update 2

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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

"Client Problem List" Product Custom Logic that is available for the Progress Notes site-specific dictionaries is updated to save the Diagnosis Search code to provide a description consistent with the Problem List. Additionally, system code restrictions based on the "Problem Classification" are applied.

Required Updates

None

Included Updates

None

Details

NEW1 CHANGED0 FIXED0

New (1)

AV-90921 Details | User Acceptance Tests

"Client Problem List" product custom logic

The "Client Problem List" product custom logic available for site specific dictionary fields in 'Progress Notes (Group and Individual)' forms is updated to use a description consistent with the 'Problem List' form. In addition, system code restrictions based on 'Problem Classification' are applied. KB0076132 v0.01

Value Added: Enhancing "Client Problem List" PCL in 'Progress Notes' to be more consistent with the 'Problem List' form.

Topics

• Problem List • Progress Notes

Acceptance Tests

AV-90921 Summary | Details

"Client Problem List" product custom logic

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

Problem List
Progress Notes (Group and Individual)
Registry Settings (PM)
Site Specific Section Modeling (CWS)
System Code Definition

Scenario 1: Progress Notes (Group and Individual) - Validate 'Client Problem List' product custom logic

Specific Setup:

Must have a 'SS Note Multiple Response Dictionary' field added to the 'Progress Notes (Group and Individual)' form with "Client Problem List" selected in the 'Product Custom Logic' field in 'Site Specific Section Modeling'. This field will be referred to as the 'Client Problem List' field.
Document routing is enabled on the 'Progress Notes (Group and Individual)' form.
A client is enrolled in an existing episode (Client A).
The 'Progress Notes' widget is accessible on the HomeView.

Steps

Select "Client A" and access the 'Problem List' form.
Click [View/Enter Problems].
Validate the 'Problem List' grid is displayed.
Click [New Row].
Add a new problem. This will be referred to as "Problem A".
Select the desired value in the 'Problem Classification' field.
Select the desired value in the 'Type' field.
Select "Active" in the 'Status' field.
Populate any other required and desired fields.
Click [New Row].
Add another new problem. This will be referred to as "Problem B".
Select "Specify Other" in the 'Problem' field.
Enter the desired value in the 'Other' field.
Select the desired value in the 'Problem Classification' field.
Select the desired value in the 'Type' field.
Select "Active" in the 'Status' field.
Populate any other required and desired fields.
Click [Save], [Yes] and [Submit].
Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Select "Independent Note" in the 'Progress Note For' field.
Select the desired value in the 'Note Type' field.
Enter the desired value in the 'Notes Field'.
Populate any other desired fields.
Validate the 'Client Problem List' field is displayed and contains:
"Problem A" with a problem description that matches the 'Problem List'
"Problem B" as "Specify Other".
Select "Problem A" and "Problem B" in the 'Client Problem List' field.
Select "Final" in the 'Draft/Final' field.
Click [File Note].
Validate a document routing image is displayed with the note details.
Validate "Problem A" is displayed and the problem description matches the 'Problem List'.
Validate "Problem B" is displayed as "Other".
Click [Accept].
Enter the password for the logged in user and click [OK].
Validate a message is displayed stating: Note Filed. Do you want to return to Progress Notes form?
Click [No].
Select "Client A" and access the 'Progress Notes' widget.
Validate the note filed in the previous steps is displayed.
Validate "Problem A" is displayed and the problem description matches the 'Problem List'.
Validate "Problem B" is displayed as "Specify Other".
Select "Client A" and access the 'Client Chart'.
Select the 'Progress Notes (Group and Individual)' form from the left-hand side.
Validate the note filed in the previous steps is displayed.
Validate "Problem A" is displayed and the problem description matches the 'Problem List'.
Validate "Problem B" is displayed as "Specify Other".
Close the chart.
Access the 'Clinical Document Viewer' form.
Select "Client" in the 'Select Type' field.
Select "Individual" in the 'Select All or Individual Client' field.
Select "Client A" in the 'Select Client' field.
Select "All" in the 'Episode' field.
Click [Process].
Validate the document filed in the previous steps is displayed and select it for viewing.
Validate the progress note details are displayed as expected.
Validate "Problem A" is displayed and the problem description matches the 'Problem List'.
Validate "Problem B" is displayed as "Other".
Click [Close All Documents], [Search], and [Close].

Scenario 2: Progress Notes - validate Problem Classification sub-system code restrictions for "Client Problem List" PCL

Specific Setup:

A client (Client A) is admitted into a program (Program A).
Two sub-system codes are defined in the 'System Code Definition' form:
"System Code A" and "System Code B" have "Program A" selected in 'Associated Programs'.
Two problem classifications are defined for the '(16250) Problem Classification' CWS dictionary:
"Classification A" has both the root system code being used & "System Code A" selected in the 'Restricted Sub-system Codes' extended dictionary.
"Classification B" has both the root system code being used & "System Code B" selected in the 'Restricted Sub-system Codes' extended dictionary.
Must have a 'SS Note Multiple Response Dictionary' field added to the 'Progress Notes (Group and Individual)' form with "Client Problem List" selected in the 'Product Custom Logic' field in 'Site Specific Section Modeling'. This field will be referred to as the 'Client Problem List' field.

Steps

Select "Client A" and access the 'Problem List' form.
Click [View/Enter Problems].
Validate the 'Problem List' grid is displayed.
Click [New Row].
Add a new problem. This will be referred to as "Problem A".
Select "Classification A" in the 'Problem Classification' field.
Select "Primary" in the 'Type' field.
Select "Active" in the 'Status' field.
Click [New Row].
Add a new problem. This will be referred to as "Problem B".
Select "Classification B" in the 'Problem Classification' field.
Select "Primary" in the 'Type' field.
Select "Active" in the 'Status' field.
Click [Save], [Yes] and [Submit].
Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Validate the 'Client Problem List' field is displayed and contains "Problem A" and "Problem B".
Validate the problem descriptions match the 'Problem List'.
Close the form.
Log out.
Login using "System Code A".
Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Validate the 'Client Problem List' field is displayed and only contains "Problem A".
Validate the problem descriptions match the 'Problem List'.
Close the form.
Log out.
Login using "System Code B".
Access the 'Progress Notes (Group and Individual)' form.
Select "Client A" in the 'Select Client' field.
Select the desired episode in the 'Select Episode' field.
Validate the 'Client Problem List' field is displayed and only contains "Problem B".
Validate the problem descriptions match the 'Problem List'.
Close the form.

Topics

• Problem List • Progress Notes